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HomeMy WebLinkAbout1977 • • • • SPECIAL REPORT AEROSMITH DENTON CORPORATION September 30, 1977 • • • • • • Alexander 8pent 10011►A11Y INTlRNATIONAL FIRM • CERTIF110 ►UILIC ACCOUNTANTS ALEXANDER ORANT TAk91.EY WITT • The Honorable Major and City Council • Denton, Texas At your request, we have performed certain agree)-upon procedures to the accounting and other records of Aerosmith Denton Corporation (Aerosmith) as of and for the year ended September 30, 1977 pursuant to the lease agreement (the "Agree- ment") dated August 28, 1975 between the City of Denton and Aerosmith. Our report is presented solely to enable you to detormine compliance with certain provisions of the Agreement and is not to be used for any other purpose. Our procedures and findings, which are set forth in the attached Schedule A, • ;Pages 3 through 9, were limited to those specifically stated therein and did not constitute an examination of the financial statements in accordance with generally accepted auditing standards, Accordingly, we do not express an opinion on any specific accounts referred to or the financial statements of Aerosmith Denton Corporation, nor should this report be utilized • as or in conjunction with any such financial statements, Had we performed an audit of the financial statements of Arrosmith Denton Corporation in accordance with generally accepted auditin; standards, other matters might have come to our attention which would have been reported to you. • • Dallas, Texas February 13, 1978 • • ONE MAIN PLACE OALLAS Tx 15250 (214) 748-0t00 • Roference to lease agr&owent • PART I F (1) Aerosmith agrees to maintain a standard liability insurance policy in an amount not less than $100,000 for each person; $,300,000 for each occurrence, and $100,000 fov property dr-age. Procedures We had origLially intended to cunfirm with Aerosmith's i.nsurlnce agent the Fraistenco and amount of such coverage, • Howevar, upon Inquiry, we were informed b,, 14r, Maxwell of the Citi► staff that the City maintains this coverage in iti oveivall insurance coverage and is reimbursed by Aerosmith for the applicable portion of the total premium, Such reimbursements were traced to City records. • F (2) To comply with current laws and ordinances and all regula- tions of federal, state, county or city airport authorities/ agenoies and pay all taxes, obtain necessary licenses and permits for operations. Procedures • 1) We obtained, through discussion with Mr, Cole and Mr, Owen from the City staff and Mr, Smith, President of Aerosmith, a list of taxes and licenses normally sayable in the operation of an airport, • 2) Franchise, excise, sales and use tax returns appli- cable to or falling within the year ended September 30, 1977 were obtained, Sales taxes pa,able per the return were agreed to the monthly sales journal. Information shown on the franchise tai: return was compared to the September 30, 1977 general ledger figures and were reason- able in relation to the amo,sits shown on the tax return. Reported fuel usage as set torth in the excise tax returns was compared to the schedule of fuel sales prepared in procedures enumerated below for the quarters ended December 31, 1978, June 30, 1977 and September 30, • 1977 with a net difference of 1,800 gallons, approxi- mately 1% of usage for those periods, The return for the quarter ended March 31, 1977 could trot be located, Other information on the excise and use tax returns was traced to applicable 4ziLarnal information with no exceptions noted, Pro{.^rty taxes were agreod to renditions. • 3 3) Cancelled checks were agreed to the above indicated tat and information returns and renditions except for excise tax payments which were agreed to validated m remittance advises for dtrect deposit of amounts into the bank. F (6) To provide tie-down service to overnight or other transient aircraft. 0 Procedures 1) We determined by count that forty-one permanent tie- down spaces were available. 2) Per discussion with management and examination of 0 sales invoices on n pest bask for overnight space, there appears to be spaces available for use by transient aircraft, F (10) % ivane operate available flight for school training h and rental at least one suitable ai 144 Procedures 1) We were informed by management that a flight school was maintained, 0 2) We examined a training aircraft and noted that Aero- smith was indicated as the owner on the registration certifit;at e, 3) We examined the certified instructor license of the flight course instructor and agreed his salary for • the periods ending June 30, 1977 and September ib, 1977 to the general ledger expense account. F (11) To operate a new aircraft dealorship, sub-dealership or distributorship on this airport. 0 Procedures 1) We were informec y management that such a dealership was maintained, 0 2) We examined the license and dealership agreement between Aerosmith and Aerosmith Corporation, 3) We agreed the salary of the salenmen for the periods ending June 301 1977 and September 30, 1977 to the of sighted the n sale and basis general sales ledger invoices for account "J aircraft. ~ 4 0 F (12) To operate an a/c and a/c engine repair shop - employ an A&P licensed mechanic, • Procedures 1) We were informed by manal-2ment that such a facility was maintained and sighted the facility. 2) We examined the mechanic's air frame and power plant • license and agreed his salary for the periols ending June 30, 1977 and September 15, 1077 to the general ledger expense account. F (13) To provide gasoline and other petroleum distillates, stored in underground fuel tanks, procedures We examined the site of the underground fuel storage tank. F (14) To provide vending machines. • Procedures We examined the vending machines, PART III • Rental cost will be $825 per month plus- 2¢ per gallon on all fuel sold except jet fuel sold in the first 24 months of the lease (signed 9/1/75) and aviation fuel used by Aerosmith, its affiliates and subsidiaries. 5% of the cash receipts derived from aircraft storage in hangers. 1/12th of the annual insurance cost to the City • on hangers and T-hangers, Procedures 1) Aerommith's monthly reports for the year ended September 30, 1977 of rental due to the City • were obtained and footed without exception, Payments of the specified amounts were traced to City records, b'30, 2) Fuel were purchases scheduled the year ended Invoices and 977 • amounts reconciled to fuel purchases recorded in the general ledger without exception, • 5 • 3) Aerosmith's daily fuel sales loge were obtained: a) Seventy days throughout tae year and the entire month of March (sales were not summarized by day for tho month of March) were tested for proper additions of gallons sold, Discrepancies are summarized below and should be considered in light of "average" sales per day of approximately 500 gallons, • Size of Discrepancy Number 10 gallons and under 7 10 to 20 gallons 2 20 to 50 gallons 1 • 50 to 100 gallons 1 The total discrepancy for the month of Marcn was approximately 105 gallons, Of these discrepancies, there were seven • instances where Aerosmith's totals were lesw than the computed fiqures and six where its total were more, for a net discrepancy of 21 gallons, b) The daily summaries were agreed to the monthly • summary of sales subject to the 2¢ per gallon rental coat and the summaries tested for proper adding for three months. No exceptions were found. The monthly summaries were then compared to reported usage, Tho usage reported for the year ended September 30, 1977 was approximately • 900 gallons greater than the amount on the monthly summaries, Beginning in June 1977, rather than September 1977 as per the lease agreement, jet fuel sales had also been included in sales sub- ject to the rental fee. • e) Sales invoices for three months were tested to determine if the numerical sequence was complete. All invoices were accounted for, d) Sixty-seven invoices were chosen for tracing • back to the fuel sales log. There were live instances where the invoice could not be agreed directly to the sales log because of variou3 reasons, including several sales which were apparently being cotibined into one sales invoice with no record being kept as to what items were • grouped together. e) Seventy-five fuel sales to Aerosmith ur Aeroamith Corporation (exempt from the rental fee) were chosen from the daily fuel salsa log. The "N" number of eaeb airplane, as noted on the sales • 6 • log for each dale, was traced to documents, generally factory invoices and delivery advices, supporting the original purchase, Sales • invoices and lease agreements, whore applicable, were examined to verify that the planes had not been sold or leased prior to the date of usage, We noted one sale where the ownership of the plane • could not be verified and one sale where the usage was subsequent to date the plane was sold to outsiders. An explanation of the latter item was provided but was not subject to verification. No other excep- tions were noted. • 4) We obtained the amount of fuel on hand as of October 1, 1976 from the daily fuel sales log, added the purchases developed in Procedure (2) above and deducted the amount of fuel on hand as of September 30, 1977 (we did not observe the fuel inventory due to its relatively small • size) to corpute fuel usage for the period, This computed amount was 3,500 gallons greater than the sales recorded on the daily sales logs, 5) Fuel sales reported to the pity were used to recalculate the amount due the City without exception, • 6) We inspected the airport facilities and determined the number of hangers available for rental and the current rental price of the hangers. Aerosmith does not main- tain past records as to occupancy status of each hanger nor were lease agreements available for all lessors. • Additionally, those leasev which were available did not note the assigned hanger, contained no expiration dates, in some cases, did not contain other information, such as the "N" number of the plane to be housed, and in some cases, did not contain the signature of the lessor and/or the lessee. Therefore, we were unable • to determine the occupancy status of hangers on an individual basis, As alternative procedures we performed the following steps: • a) We obtained the sales journal for each month and listed all items shown as hanger rental noting the customer's namfi, account number aid amount billed, All iicems for the months of October 19789 February 1977 and September 1977 were traced to sales invoice copies without • exception, b) Aerosmith'o numeric files of invoice copies, for the three months indicated above, were • 7 • scanned and items noted as hangor rentals were traced to the sales journal All items noted as hanger rentals were included in the • sales journal except for a few small invoices, generally for $10, Rhich ace-ling to Aerosmith personnel were generally for rernight storage of planes in the main hangei ay were not included in the receipts used alculate the City's rental. • c) We obtained the daily security reports showing the planes in the various hangers and compared the number of hangers occupied to the number of hangers rented out at that time per the sales journal. For various days in the months of • February and March, approximately 10 more plane!s were indicated in hangers than were billed out. In all other months, the days tested showed fewer airplanes in the hangers than were billed out. According to Aerosmith management, from time to time, planes being hold for repair or for sale (by Aeroemich or Aerosmith Corporation) are temporarily put in hangers for no charge if the hangers ar+ not rented out, 7) Cash receipts summarizes for collections relating to the October 1978 February 1977, and August 1977 • billings were seiected for further testing. a) For ten days from each month, all cash received per the validated deposit slip was tested to determine if it was classified correctly. No exceptions were noted. Support fo)r all cash receipts for those months was examined to determine if payment appeared to be applicable to hanger rental. Additionally, the cash collec- tions for the month, as reported to the City, were reconciled to reported billings. There were four cases where Aerosmith appeared to collect more • rental than was 1'Leted on the report to the City. Three related to items where more than one month's rent was outstanding and apparently received but only one month's payment was included on tho list to the City. The total of these differences was $230, According to Aerosmith personnel, it is their policy applied afirstmagainstchangerorentaluand will be then against "other charges." In one of these cases, significant "other charges" were outstand- ing. One discrepancy was a single month's payment totaling $50 which was not included on the list, • b) aThe nd the t rental collections recalculated. Aerosmith was exception, 8 • totaling $49 was found. Remittancoie for hanger rental in the three months was $008.00. PART IX Aerosmith will build a minimum of 33 T-hangers - construction to begin within six months, completed by 18 months from lease date (September 1, 1978). • Procedures We determined through physical inspection that there were currently 46 T-hangers and 7 Breen hangers at the airport. Per discussion with Mr. Owen and Ar. Colo, at the inception of the current lease, there were 10 'r-hangers and 7 Breen • hangers. We examined !.nvoices from the construction firm for labor charges incurred to erect the hangers. The earliest invoice noted was for work done in December 1975 and the final invoice appeared to be for work completed in September 1978. • PART XVI Lease may not be assigned without consent. Procedures 1) According to Mr. Smith, the lease had not been assigned. He did indicate that there was ait ngrieul,%lural lease with a local farmer for "that portion of the D9nton Municipal lirport land which is surplus to airport needs." Per Mr. Smith, this is not the land hold pur- suant to the lease agreement but is the balance of the • airport managed by Aerosmith under the 1965 Agency Agreement between Aerosmith and the City. ';he general ledger indicates $1,850 was received under this lease for the year ended September 30, 1977. • 2) We read the corporate minutes of Aerosmith from July 1975 through January 1978. Nr% lease assignment was noted. The only debt approval was an "open account" for the purchase of fuel and a 19-year note to Greenville Avenue bank, Dallas, Texas. Per a confirmat!.on from the bank, the note has a remaining balance of approxi- mately $1090000 at 'optember 30, 1977 and is collateralized by the T- hangers located on the airport, • 9