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HomeMy WebLinkAbout1977-78 Tt" ~7~ 'j, VT r li sy! 9 ~y D E74T OF CITY ANNUAL J REPORT J "8 19 77""191 1 s • • FINANCIAL STATEMENTS AND OTHER FINANCIAL INFORMATION • CITY OF DENTON, TEXAS September 30, 1978 • • • • • r CONTENTS Page LETTER CF TRANSMITTAL 5 • FINANCIAL STATEMENTS AND AUDITORS' REPORT AUDITORS' REPORT 11 SUPPL EMEN't'AL INFORMATION COMBINED BALANCE SHEET - ALL FUNDS 14 GENERAL FUND FINANCIAL STATEMENTS - SEPTEMBER 30, 1978 and 197 18 • BALANCE SHEET STATE'IENT OF REVENUES AND TRANSFERS, 19 EXPENDITURES AND ENCU118RANCES 20 STATEMENT OF CHANGES IN FUND BALANCE SUPPLEMENTAL INFORMATION STATEMENT OF BUDGETED AND ACTUAL REVENUES 21 • AND TRANSFERS STATEMENT OF APPROPRIATIONS AND EXPENDITURES 24 AND ENCUMBRANCES SPECIAL REVENUE FUNDS FINANCIAL STATEMENTS - SEPTEMBER 30, 1976 32 • BALANCE SHEETS 34 STATEMENTS OF CHANGES IN FUND BALANCE SUPPLEMENTAL WORMATION DETAIL OF MISC LLANEOUS SPECIAL REVENUE 36 FUND BALANCE STATEMENT OF REVENUES AND TRANSFERS, EXPENDITURES Q AND ENCUMBRANCES - FEDERAL REVcNUE SHARING FUND 37 GENERAL DEBT SERVICE FUND FINANCIAL STATEMENTS - SEPTEMBER 30, 1978 and 1977 38 BALANCE SHEET STATEMENT OF REVENUE, EXPENDITURES AND 39 • FUND BALANCE CAPITAL PROJECTS FUNDS FINANCIAL STATEMENTS - SEPIEMBER 30, 1978 40 BALANCE SHEETS 42 STATEMENTS OF CHANGES IN FUND BALANCE d • FINANCIAL STATEMENTS (CONTINUED) Page ENTERPRISE FUNDS ELECTRIC SYSTEM FUND FINANCIAL STATEMEIiTS -SEPTEMBER 30, 1918 and 1977 44 BALANCE SHEET 46 STATEMENT OF OPERATIONS 48 STATEMENT OF CHANGES IN SYSTEM EQUITY STATEMENT OF CHANGES IN FINANCIAL POSITION 50 SUPPLEMENTAL INFORMATION 52 STATEMENT OF BUDGETED AND ACTUAL REVENUE TATEMENT OF APPROPRIATIONS AND EXPENDITURES, 53 AND ERS S ENCUMBRANCES WATER AND SEWER SYSTEM FUND FINANCIAL STATEMENTS - SEPTEMBER 30, 1978 and 1977 56 BALANCE SHEET 58 STATEmrNT OF OPERATIONS 60 STATEMI.NT OF CHANGES IN SYSTEM EQUITY 62 STATEMENT OF CHANGES IN FINANCIAL POSITION SUPPLEMENTAL INFORMATION 64 STATEMENT OF BUDGETED AND ACTUAL REVENUE 65 r STATEMEN OF APPROPRIATIONS AND EXPEIrDITURES9 ECUMBRANCES AND INTRAGOVERNMENTAL SERVICE FUNDS FINANCIAL STATEMENTS - SEPTEMBER 30, 1978 68 BALANCE SHEETS 70 STATEMENTS OF OPERATIONS JTATEMENTS OF CHANGES IN INVESTED CAPITAL AND 71 RETAINED EARNINGS TRUST AND AGENCY FUND FINANCIAL STATEMENT - SEPTEMBER 30, 1978 72 BALANCE SHEET GENERAL DEBT FINANCIAL STATEMENT - SEPTEMBER 30, 1978 and 1977 73 STATEMENT OF GENERAL DEBT SUPPLEMENTAL INFORMATION 74 • STATEMENT OF CHANGES IN FUTURE REQUiREMEfiTS GENERAL FIXED ASSE* S FINANCIAL STAT WENT SEPTEMBER 30, 1978 15 STATEMENT OF CHANGES IN GENERAL FIXED ASSETS • NOTES TO FINANCIAL STAIEK:W S 76 • • • Page SUPPLEMENTAL INFORMATION BONDS PAYABLE - ALL FUNDS 86 • STATISTICAL DATA ASSESSED VALUATION AND TAX ASSESSED 92 TAX ASSESSMENT AND COLLECTIONS 93 • INSURANCE IN FORCE 94 MISCELLANEOUS STATISTICAL DATA 98 • • • • • 0 • • • • LETTER OF TRANSMITTAL • • • • • • C1TY01DENTON, TEXAS MUNICIPAL BUILDING / DENTON, TEXAS 76201 / TELEPHONE (6171382-W1 • January 30, 1979 Mr. G. Chas Hartung • City Manager City of Denton Denton, Texas Dear Mr. Hartung: • The annual Financial Report of the City of Denton, Texas for the fiscal year ended September 30, 1978 is submitted herewith. Accounting System and Reports • The accrual basis of accounting is followed by all funds other than budgetary funds (General, Special Revenue, Debt Service Funds and Capital Projects), which utilize the modified accrual basis of accounting. The encumbrance method of accounting is used for all funds for purposes of preparing and reporting on the City's budget; for external reporting, the encumbrance method of account- ing is not used in the Enterprise and Intragovernmental Service Funds. • Budgetary control is maintained by an annual appropriation system and the encumbrance of appropriated balances with purchase orders prior to their re- lease to vendors. Purchase orders which exceed appropriation balances are not released until additional appropriations are made available. • General Goyernmr,nt Functions Revenues for general governmental functions totaled $7,902,748 in 1977-780 an increase of 28.0 percent over 1976-77. General property taxes produced 24,3 percent of general revenues compared to 25.1 percent "last year, The amount ! of revenue from various sources and the increase over last year are shown in the following tabulation: • • 5 • Mr. G. Chris Harting • Increase Amount Percent Over 1976-77 Thousands of Total (Thousands) Property Taxes erid Penalties $ 1,936 24,2 $ 384 Franchise and Other faxes 11769 22.2 367 • Licenses and Permits 93 1.2 36 Fines, Forfeits, and Penalties 325 4,1 22 Charges for Current Services 887 11.1 54 Utility Fund Contributions 1,193 14.9 338 Other Revenues $ 1, 779 22,3 ; 97 0 • Assessed Valuations of $271.3 million represented an increase of 98.7 percent over the preceding year. • The ratio of total collections (current and delinquent) to the current tax levy for 1977-78 was 95.21 percent. The constitutional and statutory tax rate limit, including debt service, is $2.50 on each $100.00 of assessed valuation. The tax rate distribution for 1977-70 and the preceding two fiscal years is as follows: Purpose 1977-78 1976.77 1975-76 General Fund .7728 1.1233 .8160 Interest and Redemption F!md .4672 .6567 .8840 Total Tax Rate 1.2400 1.7800 1.7000 Expenditures fre general governmental purposes totaled $7,798,055, an increase of 27.2 percent over 1976-77. Increases in levels of expenditures for mrjor functions of the city over the preceding year are shown in the following, tab- ulation: Increase Amount Percent Over 1976-77 Function Thousands of Total Thousa ds O General Government $ 430 5.5 $ 114 Legal 139 1.8 8 Community Development 323 4.1 11 Civil Defense 41 .5 3 Personnel 49 .6 1 Finance 530 6.9 90 • Health b Sanitation 949 12.2 172 Data Processing 251 3.2 61 • 6 O Mr. G. Chris Hartung O Increase Amount Percent Over :976-77 Function-Continued Thousands of Total Thousands Police $ 1,314 16.9 $ 174 Fire 19344 17.2 375 Street & Bridge 1,049 13.5 256 Parks & Recreation 666 8.5 171 Library 219 43 Traffic 105 1.4 8 Airport 20 .3 • City-County Health Unit 64 .8 {27? Flow Memorial Hospital 211 2.7 Other 94 211 15) 1.2 $ M,19~ _10- T9 • Debt Administration The ratio of net bonded debt to assessed valuation and the amount of bonded debt per capita are useful indicators of the city's debt position to municipal management, citizens, and investors. These data for the City of Denton at the end of the 1977-78 fiscal year were as follows: 1977.78 Actual Valuation $ 452,232,048 1977-78 Assessed Valuation (60% of Actual) 271,339,229 Total General Obligation Debt $ 11,533,934 O Less: Amount Available in Debt Service 32 409 Net Debt -US3019525 Ratio Net Debt to Assessed Valuation 4.24% 1978 Estimated Population 51,500 Per Capita Assessed Valuation 5,269 • Per Capita Net Deot 223 During the past year $655,000 of tax bonds were retired. Outstanding Electric Revenue Bonds at September 30, 1978 totaled $19,255,000, • During the past year :1,044,000 of Electric Revenue Bonds were retired and $16,902,000 were defeased by the issuance of advanced refunding bonds. Outstanding Water & Sewer Revenue Bonds at September 309 1978 totaled $69230,000. During the past year $355,000 of Water ai,d ewer Ri'venue Bonds were retired. • • 7 y • Mr. G. Chris Hartung • The city's bonds are rated as follows: Moody's Standard b Poor's General Obligation Bonds A-1 A+ • Electric Revenue Bonds A A+ Water & Sewer Revenue Bonds A A As of September 30, 1978, $2,573,493 was on hand it the Electric Reserve and Contingency Funds and the sum of $551,590 was on hani in Vie 'ater & Sewer • Reserve Fund These amounts exceed the requirements as specified in the bond ordinances. Cash temporarily idle during the year was invested in time deposits and sav- ings accounts. • Capital Protects Funds During the fiscal yeav ending September 30, 1978, water and sewer revenue bond issues accounted for expenditures of $337,853 in water and sewer capital pro- jects and electrical revenue bond issues accounted for expenditures of $399,879 • in electrical capital projects. Extensions and improvement funds in the amount of $386,267 were expended for electrical capital projects. Authorized but unissued bonds at September 309 1978 totaled $10,500,000 as follows: • General Obligation $ tO0,000 Revenue Electric) 310001,000 Revenue Water b Sewer) 79000,000 Capital project fund balances on hand at September 30, 1978 consisted of • $1,557,849 in cas?•, and investments. General Fixed Assets The general fixed assets are those fixed assets used in the performance of • general yvvernmental functions and exclude the fixed assets of utility and other enterprise funds. As of September 301. 1978, the general fixed assets of the city amounted to $23,258,582. This amount represents the original cost of the assets and is considerably less than their present value. Depreciation of General fixed assets is not recognized in the city's accounting system. • • 8 • Mr. G, Chris Hartung Utilities System The city's electric system had a successful year and a Itinued to show gains in gross sales. The Water G Sevier System had an increase in gross sales and a net gain. Comparative data for the past two fiscal years are presented in • the following tabulation: Electric System 1918 _ 1_ 97_ Gross Income $ 18,9&09145 Net Income Before Transfer and $ 17,942,976 • Extraordinary Income 3,199,647 3,393,476 Income Available for Debt Service 5,3679616 5,269,660 Largest Annual Debt Service Requirements 1,922,815 1,841,252 Debt Service Coverage 2.79 2.86 0 Water R Sewer System L9 78 1971 Gross Income $ 39551,176 Net Income Before Transfer 692,908 f 2+512,185 Income /available for Debt Service 51945 Largest Annual Debt Service Requirements 1678,668 868,881 ,87 • Debt Service Coverage 2.32 6801.98 The City Charter requires an annual audit to ha made of the books of account, financial records, and transactions of all administrative departments of the city by a Certified Public Accountant selected by the City Council. This requirement has been complied with and the auditor's opinion has been in- cluded in this report. The preparation of this report on a timely basis could not be accomplished with- out the efficient and dedicated services of the entire staff of the Finance Department. I would like to express my appreciation to all members of the depart- ment who assisted and contributed to its preparation. I would also like to thank your office and members oil the City Council for their interest and support in planning and conducting the financial operations of the city in a rosponsible and progressive manner. • /Respectfully submitted, W~ W. H. McNary Director of Finance • WHMc/1c • 9 e • • • 4 FINANCIAL. STATEMENTS AND AUDITORS' P£PORT • • • • • • Aiexender 9PBUt INTERNATIONAL PIR1A •COYP4MY ALEXANDER GRANT TANSLEY WITT CERTIFIED PUBLIC ACOPUNTAIITB e Honorable Mayor and City Council City of Denton, Texas • We have examined the financial statements of the various funds and account groups of the City of Denton. Texas for the year ended September 30, 1978 as llated in the foregoing table of contents. We have also examined those financial statements for the year ended September 30, 1977 listed in the table of • contents. Our examinations were made in accordance witsuchh accepted auditing standards and, accordingly, included tts necessary din such other procedures as of the we considered accounting The net carrying value of the electric system utility • plant in service was increased to the appraised replacement value, as determined by i henrecordingiof appraised values September 30, 1987 (Note A) A). . T in excess of cost and the charging of annual depreciationher $283,159 of such excess value directly to System Equity. to expense, is not in conformity with vgenerallyexceested accounting principles. Had the appraisal cost not been recorded, the Utility Plant in Service and System Equity shown in the Electric System Fund would be reduced by $1,736,780 and $2,019,909 at September 30, 1978 and 1977, respectively. Yn our opinion, except fos the effects on the financial statements of the Electric aph,the aforementionedheinmatter ancialdstatementsn the preceding paragraph, present fairly the financial position of various funds3and1978 account groups of the City Denton, Texas, and at September 30, 1977 and the results of their operations and • the changes in financial position of the Enterprise Funds for the years then ended, La conformity with generally accepted accounting principles applied on a consistent basis after reswetconcur, in in the Enterprise Fund for the change, with which the method of reporting transfers to the General Fund more fully described in Note 8, • Our examinations were made primarily for arag~'aphrpoThe form!llating the opinion stated tinothe recedinoregoing table he suppleme~:tal information as , contents, although not considered necessary for a fair presentation • 11 O ONE MAIN PLACE DALLAS, TX 75260 (2K 74"IDO NJ, • of financial position, results of operations or changes in financial position is presented as supplemental information and has been subjected to the audit procedures applied in the examina- tion of the basic financial statements. In our opinion, the supplemental information is fairly stated in all material respects in relation to the basic financial statements taken as a whole. The statistical data on pages 92 through 98 has been summarized from City records by City employees and was not sub- jected to the audit procedures applied in the examination of the basic financial statements. Accordingly, we do not express an opinion on such information. Dallas, Texas December 8, ?.978 i • • • • • • 12 • • • THIS PAGE LEFT BLANK INTENTIONALLY t e r 13 City of Denton, Texas COMBINED BALANCE SHEET - ALL FUNDS September 30, 1970 • General Special Debt Capital General Revenue Service Projects ASSETS Fund Funds Fund Funds Cash $ - $ 55,646 $ - $ 403,831 Equity in pooled cash 448,783 2,140 Time deposits and accrued interest - - 32,409 1,1549018 Receivables - net 529,434 129,295 - 394,070 Due from other funds 1949910 40,380 - 6219231 Inventories - - - Prepaid expenses i - Restricted assets - - - • Property, plant and equipment - net Investment in other funds Amount of future require- vents for retirement ~ of general debt - - - Amount available for debt service - S 1,1739121 $ 2210461 $ 32,409 $ 2,573,150 • • • • • 14 • • Winter and Intra- Trust Electric Sewer governmental and General • System System Service Agency General fixed Fund Fund Funds Fund debt assets S _ $ _ $ - 222,952 S - S 19428,342 - 292,818 - - 5,041,226 279561 3,897-9623 4,856 252 - - „ ; 13;349 457,350 150,998 - - - 973,485 - 4789443 - - 47,379 40827 570 - - 0 3,345,296 1,282,897 - - - <c 260496,972 11,7140103 11448,370 - - 23,496,426; -1609,747 .'1081915 : ( _ 11,529,0,6b , , 4,80 411430,419 S 131573,008 2,398,9E',2 $ 2229952 3 11,533,934 1994 ( ? 17 • • • 15 S' O City of Denton, Texas COMBINED BALANCE SHEET - ALL FUNDS (CONTINUED) • Septemoer 309 1978 • LIABILITIES, RESSs General Special Debt Capital CONTRIBUTIONS, FUND General Revenue Service Projects bALANCES AND F~ un~_ Funds Fund Funds _ _ RETAINED FARNINGS Deficit position in $ 139,792 • pooled cash Accounts payable and 261,948 11772 - 2619565. accrued payroll _ 6',993 Deferred revenue Liabilities payable from restricted - _ • assets De Osits. BN''ded)'debt" and notes - - payable 101,827 1649619 27,641 629,+`782 Due to other funds 497,345 51832 - Reserves 37,946 - 347,486 • Encumbrances outstanding Unrealized increment in valuation of .utility plant in service loS gstinent by othdr' funds:.: investment in general fixed assets Contribution by munici- pality and governmental agencies Contributions in aid of construction - - Retained earnings 274,061 48,245 4,68 1,1 9_4 _ Fund balances $ 1,1730127 $ 2279461 $ 321409 $ M731150 • 16 • Water and lntra- Trust Sewer governme-tal and General • Electric System Service Agency General fixed SFund Fund Funds Fund debt assets _ $ 621,108 $ 362,022 $ - s S - % 0 i,659.d06 `67_121 90,468 2271952` - ' MAY 468,820 - ~ = • 232,49.:, 189904,803 6,061,908 - - 119533,434 251,967 490537• 127 - - 295739493 551,590 • 1,136,75U 289,722 23,996,426 - 2;848,461 1,038,268 - • 164;~8~ 2;4171483 618,345 - - - 151202,$18,. 4b5,0~0, b 41,4 19 13,573,008 $ 2,398452 $ 222,952 S 1115339934 E 23,996,426 • • i! • 17 • City of Denton, Texas General Fund BALANCE SHEET • September 30, 1978 and 1977 ASSETS 11 1978 1977 Equity in pooled cash' (Note C) 448,783 $ 399413 Delinquent taxes receivable,(Note A) 497,345 3679063. • Miscellaneous. accounts receiVablb (net of allowance for doubtful accounts of $24,600 in 1978 and $10,000 in 1977) 329089 149771 Due from other funds ,1,941,910 321 233 S 1,1739121 $ 141,4,80 • LIABILITIES, RESERVES AND FUND BALANCE • Accounts payable $ 69921! $ 44,875 , ; Accrued payroll and payroll taxes 192,737 15J?,671 Due to other funds 101,827 6. 2z Total liabilities 363,775 266,834 • Encumbrances outstanding 37,946 19,215 Reserve for delinquent taxes. 497,3¢5 367,063 Fund balance- 72r 6~a+; • t $ 1 'i-13:ii7 $ 74~,;4$0 • The accompanyi,ig notes are an integral part of this statement. • ` l '8 City of Denton, texas General Fond STATEMENT OF EXPENDITURES AND ENCUMBRANCES • Years ended Septwber 30, 1978 and 1977 revised • kidget Actual Actual 1978 _ 1978 1917 Revenues' General property taxes 19935,024 ; 19873,265 : 1;450}848 Delinquent 50,000 43,978 72',976 Penalties and intei^'est 19 000 18,984 28'580 2IM49024 1,936 Other,revenues Other taxes 1,627,243 19168,665 114019760 • Fees from revenup,- producing facilities 911,500 887,433 832,983 Fines and fees 322,700 325,247 3029842 Licenses and permits 77,450 93,056 579384 Miscellaneous '340,166 1 '40_ 177 22.2` • Transfers from other funds 2 635 138 2j5689943 1 i96 7,9 8,32] 9-T, • Expenditures and encumbrances 41719,757 49727,391 3,8849430 Salaries and wages 4799370 468,217 4339107 Supplies 661,486 7800998 618,415 Maintenance 19110,399 11058,961 840,753 Services 20,921 11,605 15,623 Sundry Capital outlay 344,134 314,494 1089752 Nondepartmental 344,680 3689272 166,572 expenditures 61,084 68,111 64 089 Insurance -r7gg'665 ,131, O • EXCESS OF REVENUES AND TRANSFERS OVER EXPENDITURES AND ENCUKRANCES $ 1162540 S 184,693 $ 629856 The accompanying notes are an Integral part of this statement. f • 19 • ,..:..r. 77 • City of Denton; Texas General Fund STATEMENT OF CHANGES IN FUND BALANCE O Years ended September 30, 1978 and 1977 1978 1917 Balance at beginning of year $ 89,368 S 26,512 Excess of revenues and transfers'over expenditures 84 3 6,55 anG encumbrances Balance' at end of year $ 274,061 E 89,368 r I ' 1 a r I n, l' 1 .4 1 The a~:companying notes are an {ntegra par -of Iths statem'en 20 City of Denton, Texas Genel-al' Fu6d STATEKHT,OF BUDGETED,AND ACTUAL REVENUES AND TRA14SFERS 0 Year ended September 30, 1970 Revised Actual budget Actual rior ear • GENERAL PROPERTY TAXES Current $ 1,9359024 $ 1,873,265 $ 11450,848 50,000 43,978 721978 Delinquentg 00 18 984 28 580 Penalties and interest 19936s227 ~ 2 , OTH£R,TAXES 1,460,040 11535,627 1;1911462 ' Sales Franchise - Lone Star 8q+ 44 84,744 76,880 Gbs.;CQmpany t • FranGh'i e • General, 65;499 65,499 60;081 T_lep8ne Company 2b OOC 22,795 19,618 Mixed,~,beverage 57000 60,000 41`192-: Hotel' occupancy tax 1~ 23 T;7b8;665~ ; 0; • FEES fkOM'kYENUE- PRODUCING FACILITIES J Gar 4a a chargges 434•,, 000 4060176 4(61439, r S denti al Gar! a charges= 359,502 331;891 i ciAm~rclal 366,00 ' 11,0984 10,0 15,115 , 390 • Swt hi 9 pool ,120 C, et~ y fees 1 14 CorNnb ity building 41500 50724 3 20 07: rgnt 159489 121813 girPoyt rental ; 49000 Ga )~~ge penalty; 13.700 116,350 31135, -2961 rJite ' • Speolal p 2;700 ickup Recreation program 31049 43,242 ' activity fee r '2, ,000 000 129959 r, r Athletic program flee4~00~ 23;865'' A balance service a, - 00 887,433 7m s FINES' ?t SEES 30615,00 301;5332841646 J Corporration Court „ 3!000 211798 51328 An{malw pound ~``'S;500 702750 5;814'; 871: Automobile pound 1,200 2,037, Court.cost service fee • Police f,.dr escort 5 „Q 1660 a'nd `guard fees 3-255': , • 21 "1,t City of Deynet ton, Texas General Fund STATEMENT OF BUDGETED (CONTINUED) REVENUES AND TRANSFERS • Year ended September 30, 1978 Revised Actual bud9_et_ Actual_ prior year • LICENSES ANQ PERMITS Zoning permits and 5,990 $ 4,500 petitions $ Taxcertificates 39$00 $ 3,934 1161 • Electric and plumbing 4,300 4,152 4,458, licenses M o0 7,104 5,2;,9 , vital statistics 49,55$ 2Q, 26 Building pentits 4l'00~0 10648 145 Miscellaneous ~armiis < } ~ygfl 1,125 X201 ".4 , Loading zones O t 17,254 V • Garbage permits 13Q, Easasnent 0 412 4 4 Extavation permits 300 wine'end'beer 1,682 1 685 and licenses 17T 0 `g 5 0- • MISCELLANEOUS 2346 2'344 Parkin meter receipts 22500 0 ! Electric inspections 4'0000 5,, 16, 61 596 y4. 0.. 3" Plumblog'.inspectians 1gtQQo county: fire runs r. 52,258 5 8 2: • Street cuts . i . ~ ',Obo f 41000 40000 _d0 Rents and concessions 22 073 State/Federal' grants , 492 " 465, Gasal the tax refund 004'9 41,968 Miscellaneous income 271903 Sale of refuse bags,u`'n 'l i Interest income 4,383 f Sale,.of general ftxdO ~23,107 rasset ;`gr1'07 County contribution "686g' $raJ` Civ,{1 Defense 110 Federal contribution - 169902 15,887, • Civil Defense 18,000 Cwnty contribution - ` 99,65' X5,63., .Emily Fowler Librfry 113,i~0o 43,276 I,~'.,,I E r r r)~. PracGeds from bark-lon I 4+216 County contribution Ambulance service -TO-3.1-77 • 22 City of Denton, Texas General Fund STATEMENT OF BUDGETED AND ACTUAL REVENUES AND TRANSFERS Year ended September 30, 1978, Revised Actual budget _ Actur.1 prior year TRANSFERS FROM OTHER FUNDS Electric System Fund Administrative services $ 535,000 $ 3559180 $ 456,968 Return on net investment 110129823 1s012jR23 855,168 Water aqd Sewer System`Fsnd 4y Administrative services 179,000 252,625 162y323 Returt. on net investment 180,000, 180,000 =±5r°" Revenue`tharing Fund 545,315 545,315 332001- General Debt Servlce'Fund 183 000 183,000 M390 . { $ 1,918,321' 79982,748 $ 69194,657 r r i r 23 i City of Denton,-Texas General Fund STATEMENT OF ,1NPROPRIATIONS /AND EXPENDITURES AND ENC13OWNCES Year ended September 30, 1978 Expenditures Expenditures and Revised and encumbrances e~.ar a ro riations encumbrances for GENEPAL GOVERNMENT 4; 197,438 196,414 }41,805:;. Salaries and wages 151512, 12,6p4 16►0t7 SUblies 22,785, }623,57 2,303 212 Maintenance 17n,335. 56i~ ["es 13,410, : 8,212 1 2 Sundry 400, - 18,865 7 3 56 capitaloUt1ay 199,152 7,809 ,0 0 Insuran:° 3,03 429,760 e LEGAL 108,971 1049643 82,320 and wages 6,725 61295 7,656 Supplies 11225 1,225 730 Maintenance 22,059 22,580 179274 Services 21164 499 2,517 Sundry 4,280 39240 4,969 Capital outlay 501 - 407 Tn Insurance - , 30 , • COMMUNITY DEVELOPMENT 274,686 274,992 254,682 Salaries and !rages 17,245 16,873 180171 Supplies 7,640 81552 90224 Maintenance 11,719 18,061 23,600 Services 11380 960 1$94 Sundry 703 '121 730 Capital outlay 3 409 3 132 3 516 insurance 7 2 32" 3 gl 3119617 CIVIL DEFENSE 29,934 29,281 27,137 Salaries and wages 1,829 11616 1,640 Supplies 39232 3,667 3,386 Maintenance 2,129 107x,2 31020 Services 10 11 16 Sundry 6,201 4,212 11588 Capital outlay 715 567 833 Insurance - ~4 15 ' q'1 6 b 24 City of Denton, Texas General Fund STATEMENT OF APPROPRIATIONS AND EXPENDITURES AND ENCUMBRANCES (CONTINUED) • Year ended September 30, I978 Expenditures Expenditures and • Revised and encumbrances ~propriations encumbrances prior year FINANCE ADMIMIISTRATIOli Salaries and wages $ 569560 5 519736 $ '63476 Supplies 446 ~ • Mainte6ance 125 149 106 11400 19541 14791 16. Ser+lices , , r, ptal outlay 17 11 205 10237 156 37 '385: - f• Insurance 386 5 `6 t -IOM TAX DEPARTMENT 53,546 53,843 491761 Sal r1gS and wages 9,465 7,734 ; SIM 51~$S r 432 hlihto,ante t 10,783 664 - 91700 21981'' 928 • Sp'vi ys 17 11 16' S n4ty b22 334 414! I OAl 750 877 N+335"' Ca nal outlay '~-1.1T -IrtM ..-9= • DATA PROCESSING 108,076 110,300 e9+150'``` Sal~rigs and wages 4,360 5,241 5,3I35' Supplies 21,604 23,251 537 Maintenance 88,448 91,226 92,126' Copital al outlay 20,342 20,642 39122 $pi • Insurance 2,830 9T TWO SANITATION - COLLECTION 340,715 3439121 309,405'!'i Salaries and wages 167,870 1140831 168,451 Supplies 89,500 1270161 91046, I1)n't'enance 75,577 76,353 6SMS' Sa►"'v i ~e s 300 85 14 Sundry ! 35,248 34,917 Insurance $iI45 t;su alrance outlay 9 000 5 897 j PS -,434 s , • • 25 City of Dentpn, texas` General Fund STATEMENT OF APPROPRIATIONS ATINUE ~NDITURES AND ENCUMBRANCES • Year ended September 30, 1978 Expenditures • Expenditures and Revised and encumbrances anaropriations encum_its priaar ' SANITATION - DISPOSAL 57,111 S 4 033 • Salaries and wages § 54,844 ; 7,190 4ti324 ; Supplies 32,085 19,921 Maintenance 102,437 100,988 Services 85 Capi al outlay 600 193 50 ---p • I nsurince -Tgrs W -TWO 1,683,865 POLICE, Sala ies and wages + 1,078,740 1 i 11,010 56,261 1 Supp ies 69,702 Maintenance 470831 57,307 Services 809439 `d i. • 12,546 X 7 Insurance + 109265 803 1 , Sundry 10825 8 100 , _ 23,928 Capital outlay 28 100 1,314,418 , S r RIGHTFpF,-WAY Salaries and wages Supplies - - r24 Maintenance - )170'1 Services Sundry - 29 PURCHASING 3b,163 30,948 SalAries and wages 35,494 3,343 2~0y, SupAlips 3,553 745U. Maintenance 600 Services 5,500 41682 11 5 f S F: -+li t, Sudry 15 IAS ranee ; ; - Captal outlay 4 275 ; s 44,904 26 • City, of Denton, Texas General'Wd STATEMENT OF APPROPRIATIONS AND EXPENDITURES AND ENCUMBRANCES (CONTINUED) • Year ended September 30, 1978 Erpenditures • Expenditures and Revised and enraabrances anyo riations encumbrances prior ~ear BILLING AND COLLECTING 259 Salaries and wages $ 248,792 248,012 $ 195, 456320 S, 44,165 43,135 • supplies 46,335 69074 4;4$5 Maintenance 12,60b 91424 9;801' Services 940 427 138' Sund` 'ry Capital outlay 10000 726 1129 '1'569 • Insurance 310,386 ACCOUNTING 21,511 ssl~r,11es and wages 42,531 40,562 2066 5u p11gs 31275 30163 • Ma,~ttenance 101 58 3,418 3,450 10907 S~rv'iC~s 877 875 '100 Capital outlay Insurance= ~r 509 • PER OKNEL' 36,563 Salaries send wages 36,454 38,94Q 3~9~ Supplies 39230 3,509 112 Maintenance 185 198 6,352 $ervices 7,171 61004 Insurance 27 1 289 Captal outlay 1 020 4 8,266 • , TRAF~Jt'CONTROL 64,056 63,606 1a spJOS and wages, 65,84e 51340 4,137 upplies 4,200 25,963 21,861 maintenance 28,200 1,957 89484 erv,i ces 80840 995 1, 654 ppi.tal outlay 19150 insurance T882 -An 109 80 f r, i • 27 City of Dentpn;, Texas General Fund STATEMENT OF APPROPRIATIONS AND E EXPENDITURES AND ENCUMBRANCES' • Year ended September 30, 1978 Expenditures • Expenditures and Revised and encumbrances appropriations encumbrances prior year FIRE 11154,221 873;4 8 0 Salaries and wages S 1'133,190 $ 34,171 2da9S4. Supplies 20,181 26,878 ~1~091 14aintenance 50,911 45,836 34'830 Services 23 23 33' Sundry 809729 74jO87 1, 263 Capital.outlay 7 g 817 8 942 5- • Insurance "9 STREET, AND BRIDGE 324,950 314,008260'1 946; Salaries and wages supplies 289150 21,463 4, 336,580 396,802 2$~,~21d. 0 Maintenance 212,640 3b731r Seevices 233,900 351 + 444' Sundry _ 600 n~1861, Cepi:al outlay " 101,000 35,914 Insurance 9 000. 11 433 13 288 r < • PARKS'.s ADMINISTRATIONS.. r' AND PARKS 222,396 250,953 `1a4~g16' Salaries and wages,.' 27,914 26,525 21;536. Supplies 24667 27,105 29,108 Maintenance 50,432 64,340 34007 0 188 Services 320 179 Sundry 1,385 10177 1314Q7 Capital 4 412 4 520 1nSOrance 3YfflT 0 PARKS, SWIR-IING POOL 1 396 219160 21,365 Salaries and wages 20180 vz:tftr,,~876 Supplies 29445 r. f.2 907 Saintenance 7,914 69116 Services 4,750 39564 21713 Capital outlay 2,723 29805 x452 Insurance 300 ~ 71 0 r92 • 28 city of Denton, Texas General Fund STATEMENT OF APPROPRIATIONS AND EXPENDITURES ANO ENCUMBRANCES. (roNTINUED) Year ended September 30, 1978 Expenditures Expenditures and Revised and encumbrances appropriations encumbrances prior year. PARKS - RECREATION 75,019 71,876 Salaries and wages $ 86;930 $ 7,340 20+~~3 • Supplies 2,600 ,319 .2,~738 14.0ntenance. 10,900 7,207 18,643 capital outlay 990 608 1 2}8 Ihtf tat 50 , 57,4 MOM PARKS - ATHLETICS 34,691 34,31 Salar,Vs and wages Suppl fis 119757 9,949a 150 Malnig ance 349258 .43,199 • S~Nvi c~~s _ . : , . , ~ C4pita1, outlay 1050 866 a - - Inturhnce - 899T1 , LIBRARY 152,486 143,789 117,508 • Salaries and wages 7 965 79709 9,644 ServiSuppliesces 2,710 21704 2 7 54 34 Maintenance 380126 36,209 Capital outlay M OOO 277,010 19,0198 111 1 420 844 1 • Insurance AIRPORT 155 209 72 Supplies 19950 4,426 21173 5,150 Maintenance Services 109260 9o538 230 • Sundry 7,500 50000 34,942 Capital outlay 1 58 559 1 708 Insurance 0 21, 13 • 0 29 • City'of Denton,' Texas General Fund STATEMENT OF APPROPRIATIONS ANiDUEp EN01TURES M ENCU148RANCES 41 Year ended September 30, 1978 Expenditures • Expenditures and Revised and encumbrances apyr_ o___vr_tatiors encum___ ceI 2r ar NONDEPARTMENTAL • EXP~k.QITURES pity-county health 63,513 $ 57? unit services S 51,501- 17,936 1,2 t unity agencies 15,75'1 3 ow ,l State grants " 6p¢Id4pts and miscel,-r 4,00 22,326 47,461 • taneous Contribution to tourist and visitorsl; 53,997 45``45, center 561430 ' Flow Hospital 210 500 X10 500 $ 7,741,781 19798,055 P IP t 1 4 P { 1 F y ~ r. t rf1 t 30 • • • THIS PAGE LEFT BLANK INTENTIONALLY • • • • 31 City of Denton, Texas Special Revenue Funds BALANCE SHEETS 0 September 30, 1978 Total 7 ASSETS Memo Cash $ 55,646 Equity in pooled cash (Note C) 2,140 Due from other funds 40,380 Grants and entitlements receivable (Note A) 129,295 • $ 221,461 0 LIABILITIES, RESERVES AND FUND BALANCE Accounts payable 5 1,772 Due to other funds 164,993 Deferred revenue Total liabilities ' Encumbrances outstanding 5,832 Fund balance 48,245 $ 227,461 • • The accompanying notes are an integral part of this statement. • 32 • • Community Federal Miscellaneous Development Revenue Special (1 Block Grant Sharing Revenue Funds E E 37,011 $ 18:635 2,140 100000 14,842 15,538 129,295_ , S 181+,148 X4,173 12,140 E 117 x,,164,506 r 6 3 T,f6$ ® , r %,164,506 5,030 - 802 9.642 31 6 E 12,140- $-181,148 E 34,113 • , ® I 33 • City of Denton, Texas Special Revenue Funds STATEMENTS OF CHANGES IN FUND BALANCE ♦ Year ended September 30► 1978 Community • Total Development Memo Blork_Grant Balance at October It 1977 S 67,091 $ - Additions 134,762 134,762 • State and Federal,gr4nts Contribution from municipal 15,538 utilities Contribution from civic 41353 organizations I,901 r McKenna Trust distribution 13761 Library fines and memorials Rental fees - Civil Defense 11509 airplane - 4,110 r. J Defensive driving ours fees ',620,914 - Federal revenue dt tribution 14 842 - • Interest income .1" Deductions ,251468 259468. Salaries and wages 11182 69 Supplies Maintenance 18,339 180290 Services 16,056 49130 Capital outlay 545,315 - Transfer to General Fund Grant transfer to Denton 86,805 860805 Housing Authority Transfer to Airport Improvement 26,798 - Gr*nt Fund Adjustment to prior year (29285) encumbrances 11418 Civil Defense airpltne expenses 3,946 Defensive driving course expenses 70 Donation to Emily Fowler Foundation 12 $ 48,245 S Balance at September 30, 1918 The accompanying notes are an Integral part of this statement. I 34 Federal Miscellaneous • Sharine Revenue Funds ` $ 50,747 $ 16,344 11 15,538 4,353 1,907 13,761 r 1,509 4,110 520,914 , . 1477 5'6 117 • 1,113 • 49 33 11,893 545,315 ' • 26,798 (21285) 1,418 . 3,946 7 5 • X61 .91 16,642 S 31,603 fY~t rya • • 35 • City of Denton, Texas Special Revenue Funds DETAIL OF MISCELLANEOUS SPECIAL REVENUE FUNDS BALANCE • Year ended September 30, 1978 • Lions Club Park Project $ 407 McKenna Park Fund 9,350 Emily Fowler Library Fund 708 Clyde Wright Memorial Fund 5 Civil Defense Airplane Fund 352 Defensive Driving Course Fund 826 NTSU Student Recreation Fund 125 Denton Tennis Fund 10 Denton Garden Council Fund 10 Denton Insurance Agents Crime Fund 4045 7 Bicentennial Organization Fund 1,7 • Senior Citizens Activity Fund 15,538 R.E,D. Board fund 2.812 Hi-Noon Lions Club Fund S 31,603 • • • 36 • City of Denton, Texas Federal Revenue Sharing fund' STATEMENT OF REVENUES AND TRANSFER '3j EXPENDITURES AND ENCUMBRANCES • For Year Ended September 30, 1976 • Budget 1978 Actual REVENUES Federal revenue distribution $ 520,914 520,914 4 Interest income 1 620s91 336,756 EXPENDITURES 33 Capital outlay ' Transfer to General Fund 545;315 5450315 • Transfer to Airport ImprovEiment 26,798 Grant Fund Adjustment,- Prior Year (29285) Encumbra0d EXCES'; (DEFICIT) OF REVENUES AND TRANSFERS OVER EXPENDITURES AND ENCUMBRANCES $ 24 401) 34,105) e • • • 37 ~i • City of Denton, Texas General Debt Service Fund BALANCE SHEET • September 30, 1978 and 1977 ASSETS • 1978 1977 $ $ 1hG,501 16 Cash 32,409 1,0 , Time deposits and accrued interest • $ 32,409 $ 167,517 MMM=~ LIABILITY AND FUND BALANCE Due to G0001 Fund 27,b41 3 Fund balance 4,868 157'517 $ 32,409 S 167,517 • • • i The accompanying notes are an integral part of this statement. 1 38 • City of Denton, Texas General Debt Service Fund STATEMENT OF REVENUES, EXPENDITURES, TRANSFERS AND FUND BALANCE Years ended September 30, 1978 and 1977 ` 19.78 _ 1977 Revenues Budgeted portion of taxes collected $ 1,257,432 $ 8519911 Interest earned on investments 2:,126 25,270 Transf,ar from revenue sharing - 75,000. 112~~ 9 2,181 r Expenditures 342 Bank note principal payments 3, 653,342 X61,000 IntereBondsst retired 559:089 ~0394i1 111 691 • Paying agent fees 192590207 1,06 ,10 Transfer of prior year's accumulated interest income and tax collections 11 • in excess of requirements to General 163,000 Fund EXCESS (OEFLCIT) OF Rt:V9Nl~ES OVER • EXPENDITURES 112,921) AFTER TRANSFER (162,449) ..~4 Fund balance at beginning,of year 1672517 ._200 Fund balance at end of year, $ 41868 $ 167,517 • The accompanying notes are an integral part of this statement. 40 39 0 City of Denton, Texas Capital Projects Funds L ALANCE SHEETS • September 30, 1978 Parks and Airport • Total Recreation Improvement ASSETS Memo Bond Fund Grant Fund Ca.h $ 4039831 $ 102,041 $ - Time deposits and accrued interest 1,1541018 379010 - Due from other funds 621,231 98,491 26,798 Grant reimbursements receivable 210,097 119,072 Street assessments receivable, less allowance for Ohcollectible accounts of $92,531 123,9]3 - - $ 2,573,150 $ 237,542 145,870 LIABILITIES, RESERVES AND FUND $ALANCE Deficit position in pooled cash (Note C) 139,792 $ - $ 139,792 Accounts Payable 2661,565 1129168 4,778 Due to other funds • Total liabilities ,1 9 30 144,576 Encumbrances outstanding 347,486 121,777 1,30C Fund balance 1,194,525 19035 - $ 2,573;150 x'2379542 $ 145,870 • • The accompanying notes are an integral part of this statement. • 40 • m Construction Williams Parks and Street Community NTSU Street Square ® Development Improvement Development Special Assessment Improvement Grant Fund Bond Fund Grant Fund Projects Fund Fund Fund $ 61,180 $ 819698 $ 30,439 $ 28,281 25,191 $ 77,001 837,972 - - 279,036 4623071 - - 33,871 - • 151,025 - - " 123973 $ 212,205 $ 1,381,741 $ 309439 $ 26,281 $ 462,071 $ 17,001 $ 27,158 $ 66,85 $ 3,;u1 $ 309981 $ 16,284 123 220 17 087 24 841 462 071 5T 0 3~$ 83,9$2 283 3T,Vf in' 16,284 • 3,041, 146,154 21296 - 32,918 1~5:rc, 58,786 1,111,605 s 4 700 - 27,799 $ 212,205 $ 19381,74' $ 309439 $ 26,281 $ 4629071 $ 77,001 • • 41 • City of Denton, Texas Capital Projects Funds STATEMENTS OF CHANGES IN FUND BALANCL Year ended September 30, 1978 Parks and Airport ;ntal Recreation Improvement LMemu'_ Bond Fund Grant Fund $ 21504,597 $ 113,170 $ Balance at October 1, 1917 Additions Proceeds from Certificates of Obligation 125,000 - • Interest and miscellaneous 120,579 30,600 - Transfer from Revenue Sharing Fund 26,798 - 269798 Transfer from Street Assessment Fund 19,738 - Grant revenue 887 926 7361875 .'I,180;041 0,600 - , 763,673 Deductions 452,260 Streets, curbs and gutters Purchase of land and right-of-way 374,981 - 2759636 Building, land improvements and equipment 1,596,292 8039335 488,037 • Miscellaneous expenses 149842 - - Tr,4nsfer to Street Improvement Bond Fund 32,738 - transfer to Denton Housing authority 2 32 1 ~ a • Balance at September 30, 1978 $ 1,194,525 $ 19035 $ - • • The accompanying notes are an integral part of this statement. • • 42 0 Construction Williams Parks and Street Corrliunity NTSU Street Square Development Improvement Development Special Assessment Improvement Grant Fund Bond Fund Block Grant Projects Fund Fund Fund • $ 160666 $ 19518,118 $ - $ 52s013 $ - $ - - 125,000 • 670099 = 21512 19,738 630 19,738 - - ` 1010879 - 49,172 10,1,819 86,837 49,172 29512 9;738 .125,630 452x2¢0. 40;120' - 59;25 2Q 714 11000 2,330 - - 97_831 14,842 - _ 19738 _ 32 000 203,759 493,3$ 0: 9 2 W- M 197 . $ • $ 5$,7@b: $ 1,111,605: $ (,49700) $ 21,799 43 City of Denton, Texas • Electric System Fund BALANCE SHEET September 30, 1978 and 1977 • 1978 1977 ASSETS --19 7 8 Current Assets Operating Fund Equity in pooled cash (Note C) $ 19428,342 $ Time deposits and accrued interest 5,047,226 - Accounts receivable (less allowance of $435,852 - 1978; $321,872 - 1977 for uncollectible accounts) (Note A) 318979623 31341,985 Due from other funds 139349 79,307 Inventory of fuel (Note A) 973,485 1,1409585 Prep-,id expenses 47,379 37,856 • Deferred cost on Lone Star"Gas retroactive rate adJustment (Note F) - 4781821, Re ate receivable from Lone Star Gas -Note F) = 308j516 11,4079404 513879070 • RESTRICTED ASSETS.. Pledged Revenue-Fund cash (Note:D) 43;175; - Revenue Bond Debt Service Fund"(Note D) .Cash 1,23? Time deposits-and accrued interest - '14;2 b' • Due from Electric Operating Fund - 3109734 Retirement Fund-(Note D) .U. S. Trea$ury.,pbligatiops,and accrued interest - at cost 435,198 - - Revonue Bond Construction Fund Cash 81,809 234,828 • Time deposits and accrued interest 211,621 92;231 Revenue Boid Reserve and Contingency Funds(Note D) Cash - 194,487 Time deposits and accrued interest - 1,923,835 U. S. Treasury obligations and accrued interest - at cost 21573,493 - M System extension and improvement 41615,177, Equity in pooled cash (Notes C and D) - 3,345,296 8,629,759 UTILITY PLANT IN SERVICE (Note A) Land and land rights 291029 291029 Electric plant production and distribution facilities (less accumulated depreciation and amortization of $19,044,539 - 1978; $17,6679170 - 1977) 25,3839855 25,756,730 Construction in process 821,788 1 279 497 • 26 279327o556 INVESTMENT IN INTRAGOVERNMENTAL SERVICE FUNDS - AT COST 180.747 180,747 $ 41 4304419 $ 41,525,132 The accompanying notes are an integral part of this statement. 44 4 A LIABILITIES AND SYSTEM EQUITY 1978 1977 CURRENT LIABILITIES (payable from Operating Fund) $ $ 3,617,043 • Deficit position in pooled cash (Note C) ;,533,599 1,2279433 Accounts payable Accrued payroll and vacation pay 125,597 106,328 257,967 401,768 DLe to restricted and other funds 232,459 197~212 Customers' deposits Ac,.ived Lone Star. Gas payment 478,821 I'dtroactive rate adjustment (Note F) _ Rebate payable to customers (Note F) 2,1 9_,;6 4,2 0 M LIABIL1T16'PAYIIBLE FROM at~t'RICTED ASSETS Revenui'8gnd 4ebc Sgrvlcg Fund _ x,44,000 Reveny ,bonds payable wlthin one year 604,443 41,895 Acpr~g~interest { r•, , Reveniig,OQnd Construc~~on;Fund Ap44uits payable , 82,912 79►565 A Dpe. ip, other funds 5 495 •'43 060 692, 50 0 ,461 LONG-TERM DEBT (Note pp) Revenue bonds payable = exclusive of 19926►40Q 1r,942,000 matoities,due within,ane,year 350,197)' - Bond discount - Series198 1 , ► 3 1 902,093 SYSTEM A6U ty. Reserves; 493 2',1x1 ,322 2,573,493 For revenue bond contingencies 4 For system extension and improveme,tit_ Unrealized increment in valuation of 19736,750 2,019,909 utility plant in service (Note A) - 169,783' 161,203 Contributions in aid of construction 159102,878 7 965 780 Retained ear,tiings 191682,904 16, 80,391 COMMITMENTS AND CONTING£NtIES (Note E) " l---"-- S 41,430019 ji, $ 41,525,132 C 45 • City of Denton, Texas Electric System Fund STATEMENT OF OPERATIONS Years ended September 30, 1978 and 1977 • 1978 1977 • Income Electricity sales (Notes A and D) Customers $ 179757,409 $ 16,2029663 Intragovernmental 807,847 158,595 Resale power income 45,465 660,565 Other 32,153 86 450 r 18164~Td IT*";-' W Expenses Salaries and wages 1,1491816 1,057,501 Fuel 8,0941832 9,263,223 Purchased power 3,p0 9503 1,116;8 0, r Supplies i~ X050 1101 . Maintenance "2i~,1 ;186;206 Insurance 2156; 6 128,294; Administrative services 395,180 " '4561968' Services ,`Bad debts 128,694 ` 1k01120' • Sundry 713671: ''14 ,144 13.E ~9 12bT, 6 Operating income before depreciation 59050,345 5,034;951 Depreciation (Note A) 11094 j.M. {Ijp.iO'603 Operating ihcome 30956,134 319849354 Interest income 317s271 2 4 O3 _U73 405- 4~219,05V 41 0 Bond+ interest and fees ( 1 41 758 82E1)` Net incora before transfer and extraordinary Income 3;1999647' 3,393`,416 A Discretionary tran$fer of excess ,revenue to General Fund (Note B) (1,012,823) 35 68 , Net income before extra- ordinary incoffe 29185,824 29538,308 Extraordinary income- gain on ~ .advance refunding (Note 0) 890 2 NET'INCOME E $ 31077,092 S 2,5389308 The accompanying notes are an integral part of this statement. • 46 I~i♦ • a THIS PAGE LEFT BLANK INTENTIONALLY • • 47 City of Denton, Texas Electric System Fund STATEMENT OF CHANGES IN SYSTEM EQUITY Years ended September 309 1978 and 1977 °eserves Revenue Extension bond cant,encies and Improvement 1978 1911 1978 1977 Balance at beginning of year $ 29118,322 $ 199689789 $ 4,6159177 $ 2,885,447 Additions Transfers from Operating Fund (Note D) 215739493 149,533 11288,628 2,213,534 Contributions by _ customers Net income Transfer from reserve for extension and improvement for additions to utility plant in service (Note D) - Transfers from restricted assets as result of refunding bonds (Note D) T,T 7 1 _,M 149,533 1,28 29213.W Deductions Transfer to retained earnings as result of refunding bonds 5,517,538 Or"4 D) 29118,322 Reduction equal to r extension and improvements made during the year from current revenues (trans- fer to retained 386,267 4839804 earnings) Amortization of unrealized incre- ment (Note A) r Transfer to reserve for extension and 1 improvement ' Transfer to reserve for revenue bond _ contingencies 0 05 In 1 2 S;"rl Balancrl at end of year S ,573,493 b,2 lr 18 S.--- The accompanying notes are an integral part of his statement. 0 • Contributions Unrealized increment in aid in valuation of construction _ Retained earnin s 1978 1977 1978 1977 191 1911 0 $ 2,019,909 $ 2,303,069 S 161,203 $ 1243944 $ 7,965,780 $ 793069735 89580 36,259 - - _ - - 3,071,092 2,536,300 • 386,261,. 489804 ~7 6~3.5~.8_60.. - ,0 2 y ' 8,580 3629- 1,01 99,29 12 • 0 . 283,159. 283,160 i • _ - - 1,288,628 2,213.534 2 57 493 149 533 $ M $ _,01~ 9~, _ $ 169,1$3 $ 161, 203 $ 5 , 20 8 8 $ 1 965 780 49 • City of Denton, Texas Electric System Fund STATEMENT OF CHANGES IN FINANCIAL POSITION 'fears ended September 30, 1978 and 1977 1978 1977 Sources of working capital From operations Net income before extraordinary item $ 211860824 $ 2,5389308 Charge not requiring working capital Depreciation 1,094,211 11050,603 + Working capital provided l from operations before extraordinary item 3,281,035 3$88,911 Working capitei provided from extraordinary item 890,268 Working capital provided from operations 41171,303 3,588411 Repayment of investment in Motor Pool Fund - 1240549 Contributions from customers and developers 8,580 36,259 Net increase in long-term debt due to 'refunding of bonds (dote D) 21002,802 - Decrease in restricted assets net of liabilities payable from S restricted assets 4 468 852 - 10,6 3,149,719 Applications of working capital Additions to utility plant in service 546,785 9249683 Reduction of long-teem debt - 11044,000 + increase in restricted assets net of liabilities payable from restricted assets - 1,5219200 5~d5 .,883 INCREASE IN WORKING CAPITA'. 10,1049752 2599836 • biorkIng capital (deficit) at beginning of year ___1847_L210), 1 1~7,04B) + forking capital (deficit) at end of year 5 91257,542 $ (8419210) t 50 • City of Denton, Texas Electric System !Fdnd STATEMENT OF CHRIGES IN FINANCIAL POSITION tCO11TINUED) • Years ended September 30, 1978 and 1977 1978 1977 • Changes in components of working capital increase (decrease) in current assets Equity in pooled cash and investments $ 6,475,568 $ • Accounts receivable 555,638 878,670 Inventory of fuel (167,100) 784,351 Prepaid expenses, 9,523 249138 Due from other funds (65,958) 419208 Deferred cost on Lene Star Gas retra4cti"Ve rate ad- • fustment`and'deficiency (478,821) (755,241) Rebatteeerewyable from L6hq (308,516) 308"516 Star GaS ' 6,020,334- 1,2 0642 (Increase) decrease in current; ` 10411 ties`.:. Deficit pdsittoh in pooled . cash 31617,043 (1,171,592) • Accounts ~AyAle (3069161) 71006 Accrued payrrll and vacation pay (19,486) (70,550) Due to restricted and other . funds Customers.i , 143'$81 (308,428) , 4eposl.ts 259611- 5 :"%27,806) ) • Rebate payable to customers (205,677 241) e Star Gas payments 478s821 155 Accrued Lon % T1084t418 (740 ff M- INCREASE IN WORKING CAPITAL $ 109104,752 $ 259,836 • The accompanying notes are an integral part of this statement. • 51 • city-of Denton texas Electric System Fund STATEMENT & BUDGETED AND ACTUAL' REVENUE • Year ended September 30, 1978 Revised Actual budget Act,ial_ _ prior vear • customer sales- $ 6,9939000 $ 6,575,245 $ 5,660,433 residential Customer sales- 11,556,000 10,978,635 10;363,040 Penaltiescommercial 170,000 169,562_ 147,258 0 Dusk-to-dawn rental 33,700 33,967 31,932 :fees Intragovernmental, sales 619,600 624,004 584,584 Street and highway lighting 197,000: 183,947 174,011 Resale power income 27,000 45;465 660,565 • Collection on charged 11000 4 1k$QZ 5,199 off accounts 4 1,352 Reconnection fees lls878 25949 16,491 M1 ellneous: 3,000 3,517 29908 housse moves - Aid i construction 41000 8,580 V Sale of scrap material 2 IT 893 91 Trx 9,200,0 , 1. ~ L~ Interest $ 19,928,178 18,9091325 717,942,976 • `Adjustment 1:6 (234,703) commercial Asi;; 311,J Interest4v~714~ 8 Ai( in consLO' Won , • t 18$6430474 S 17,708,213 1 52 • city of, Dgpton, .Texas , Electric Sysfem Fund STATEMENT OF APPROPRIATIONS AND EXPENDITURES, i ENCUMBRANCES AND TRANSFERS 1 • Year ended September 30, 1978 Expenditures • Expenditures, and Revised encumbrances encumbrances appropriations and transfers prior year ELECTRIC PRODUCTION Salaries and wages $ 577,212 $ 556,826 S 506,913 • Supplies 146,041 117,135 1 9,5 0 Maintenance 121,789 959675 5 907 Fuel/Purchased power: 11,6311621 11,179,335 11,114,923 Services 34,304` 20,177 222,$Q7 Insurance 141,804 1359117 1~9 1 • Sundry - - `37 Capital outlay 29 594 86482 215 69 12,113,347 n~o"l 9123 ELECTRIC DISTRIBUTION AND,METERING I r8alaries and 0 ,wa es 630,949 628,709 54L ,073 Supplies 31,597 31,149 22,954 Maintenance 103,850, 117,319 127,961 Services 32,150 28,184 339914 Insurance 21,991 20,455 17,746 • Sundry 39000 2,613 f>> tr,a4; Capital outlay 314,E 318.171 1,131,137,8 4 1,1461600 . r , _ .a , PRO RATA SHARE 01 n: r UTILITY ADMINiSTRA- • TION EXPENSE Salaries and t 1289702 11,1798 Halges, 138,207 Supplies 69869 69980 x,425 Maintenance 31515 4,307 - ,ill Services 2120781 179,959 , ,,,038 ',),'SurWy 1.080 1,327 1;~; ;;•,~t~3,036 • Insurance 762 1,114 L:,757 Capital outlay 1,750 1,631 1 457 364,964 3249020 ..r f,~~:3 _r 22 • r +it - • 53 • City rof De6td6',-'!dxas Electric' System Fund STATEMENT OF APPROPRIATI0 'AND EXPEN01W RES, ENCUMBRANCES AND TRANSFERS (CONTINUED) Year ended September 301 1978 Expenditures • Expenditures, and Revised encumbrances encumbrances appropriations and transfers prior year NONDEPARTMENTAL I EXPENDITURES lnter,+st and reA oti on requirements $--194929115 $ 11492,114 - $-1,867M7 Yeahtfers to Ge'neihal Fund `.Administra- • it1 ye, , i '6rvites 535,000 395,180 456,968 Return on net investment 19012,823 10012,823'',: +,:ai8551168r Bad debt expense 93,800 128,694 ?+120,=120 Sundry - 3,427 Pf10~965 • $ 17,318,94 1 $'1696169205 $ 16,652,438 ADJUST ENTS TO • ADJUST L BASIS Encithbrances - prior year 158,486 128,866 Transfers to bond paying agents (1,492,114) (1,867,227) a italized . P,. `xpendi tures r. , ( 689,081) (I ,287,B80) e "'Tr4nsfer to , grjeral Fund - '46furn on net investment (1,012,823) (855,168} • :',;encumbrances - ~yrrent year - (158;486) YaeAtlon pay .t: accrual 12,456 60,773 $ 13,593,129 S 121673,316 • • 54 • • • • THIS PAGE LEFT BLANK INTENTIONALLY • • ri r • 55 City of Denton, Texas Water and Sewer System Fund BALANCE SHEET September 30, 1978 and 1977 ASSETS 1978 1911 CURRENT ASSETS Operating Fund Miscellaneous accounts receivable $ 4,856 S 5,807 Due ftom restricted and other funds 457,350 166,433 Prepaid expenses and deposits _ 4 827 4 226 467:033 ~ RESTRICTED ASSETS Revenue Bond Debt Service Fund (Note D) Cash 167,525 50,509 Time deposits and accrued interest 580393 - Due from Water and Sewer System Operating Fund - 1639325 Revenue Bond Construction Fund Cash 250,246 516,189 Time deposits and accrued 2559143 42,540 interest Revenue Bond Reserve fund (111ite D) 159209 185,929 Cash ♦ Time deposits and accrued 536,381 330 659 interest 1,~,897 1, • 1 UTILITY PLANT IN SERVICE (Note A) 3739527 2239896 ♦ Land and land rigl,ts Water utility plant (less accumulated depreciation of $4,832,209 - 1978; 8,218,201 $4,499,372 - 1977) 8,054,641 Sewer utility plant (less accumulated depreciation of $3,934,561 - 1918; $3,715,165 - 1977) 2,411,453 2,607,936 Water rights (less accumulated depre- ciation of $125,032 - 1978; $1209031 - 1977) 1259032 1309033 Construction in process 689j45_a 496,293 11,714,103 11.676,359 INVESTMENT IN INTRAGOYERNhENTAL SERVICE FUNDS - AT COST 108.975 1081,915 R 13,573,008 $ 13,312,951 The accompanying notes are an integral part of this statement. ' 56 • • LIABILITIES AND SYSTEM EQUITY 1978 1977 CURRENT LIABILITIES (payable from Operating Fund) • Deficit position in pooled cash (Note C) $ 627,108 $ 7219021 Accounts payable 11,296 1,110 AccrLed payroll and vacation pay 55,825 49,208 Revenue bonds payable within one year 202990", 2099045 e Due to restricted and other funds 492'1 196 057 946,614 1,441 LIABILITIES PAYABLE FROM RESTRICTED ASSErs • Revenue Bond Debt $ervjte Fund Revenue bongs payiDle'within one year 162,092 1451955 Actrued interest `63,826 67,878 Aevenue Bond Construction Fund Ac4cunts payable„ 1,519 :209371 u No to other Water', and Sewer System funds 241,323 120,245 6~,8~ 354449 LONG-TERM, DEBT (Note ,Q) • Revenue bonds payable = exclusive of maturities due within one year 5.,86,,5,000 6,230,000 SYSTEM EQUITY Reserve for revenue bond contingencies 551,590 516,588 • Contributions from,municipal or other 'government units 2,848AI 2,'1$1,412 Contributions in aid of,construction 21427,403 2,284,927 Retained earnings (accumulated deficit) 46S,640 2 866, 114 , „ 61 • COMMITMENTS AND CONTINGENCIES (Note E) - • $ 13,5739008 $ 13,312,951 • 57 • city of Denton, Texas Water and Sewer System Fund STATEMENT OF OPERATIONS • Years ended September 30, 1978 and 1977 1978 1917 • Income (Notes A and 0) Water sales $ 2,206,051 S 1,614,167 Customers 859577 66,706 intragovernmental 1>182,8 b 559 817977 Sewer service charges Other Expenses 124,472 649133i Salaries and wages 1390519 136;638 Supplies 260,161 2540955 • Maintenance 40,450 4;249 Power 252,626 91323 ,Administrative services 14 s422 114-0321 Services Insurance 23,34 `39' 31 Bad debt and sundry expenses • Operating iiscome before 10499,384 801,077 depreciation 551,236 r46 301 Depreciation (Note A) • Operating income 9 a2,148 254,776 73,124 ..R16 Interest income ~z' 1,Or` 1~2 1)on,d interest and fees 322,364 3j 16,E • 5,945 Net 6coone` before transfer. ~Q2+968 Oiicretionary't.Oans'fer of excess revenues to General Fund (Note B) -LAO-LO-O0) NET INCOME $ 5129908 S 51945 i The accompanying notes are an integral part of this statement. 1 58 • • I• • THIS PAGE LEFT BLANK INTENTION LI Y E • • • • 59 v • City of Denton, Texas Water and Sewer System Fund STATEMENT OF CHANGES IN SYSTEM EQUITY • Yeats yjnded September 30, 1978 and 1977 I Reserve for revenue • bond continqe_n_vies~ 1978 1917 Balance at beginning of year $ 516,588 $ 4801018 Additions • Transfers from Operating Fund 359002 36,570 Contributions by developers and others for water and sewer system improvements - - Contributions'byttustoiners fvr water • and sewer taps and extensions - Federal grant receipts - Net income ' 3 ,002 369976 Deductions • Transfers to reserve for revenue bond contingencies ' Balance at end of year $ 551,590 $ 5169588 • • • • The accompanying notes are an integral part of this statement. • 60 • City of Denton, Texas Mater and Sewer System Fund STATEMENT OF CHANGES IN FINANCIAL POSITION Years ended September 309 1918 and 1977 • 1978 1977 Sources of working capital From operations Net Income $ 512,908 $ 51945 Charge not reqquiring working capital Depreciation 557,236 5469301 • Working capital provided from operations 1,070,144 5529246 Contributions from customers .and developers 142,476 989973 • Federal grant receipts 97,069, 103,990 Ogcrease in, estricted assets ,Oet of l,ia sties payable from restricted assets 1829625 - issuance of revenue bonds - 500,000 Repayment of Investment in •I Motor Pool Fund 134,791 19492*314 1139U0000 A plk ations''of working capital Additions to utility plant 1ht service 694,98`^ ;500,227 Reduction of long-term debt 365,000 355,000 Increase in restricted assets net of liabilities payable 403 638 from restricted assets ~$b 1~ • INCREASE IN WORKING CAPITAL 5329334 131,135 Vorking capital (deficit) at beginning of year (19011.91 (1 I 5 l1l,432110) ) Working capital (deficit) at end of year s (479,641) S (1,011,975) • • • 62 • City of Denton, Texas ` Water and Sewer System Fund STATE14ENT OF CHANGES M FINANCIAL POSITION (CONTINUED) • Years ended September 30, 1978 and 1977 1978 1977 • Changes in components of working capital increase (decrease) in current assets Accounts receivable $ (951) $ (4,694) Due from r,stricted and other funds 290,917 143,813 Prepaid expenses 601 0, 6 1.11193 "o U (Increase) decrease in current • liabilities Deficit position in pooled cash 99,413 189,90 Accounts pays le (4,166) 1,. Atcrued payro,l and vacation; pay (69617) (26,056) • Revenue bonds pa;table within one year 69137 1 ,444 Due to other funds 146 520 INCREASE IN, WORKING CAPIUL $ 532,334 131,115 • • The accompanying notes are an integral part of this statement. • 63 O C1tyao'f DenW.'tek s Water And Sewer System Fund SYWMEhl' Of BUDGETED AND ACTUAL REVENUE Year ended September 30, 1978 r Actual Revised prior budget Actual yoar WATER Customer sales - ; 982 residential $ 1,200,000 a 1,230,076 431, Customer sales - 909000 9079335 6340582 i commercial 502000 68,640 479604 Pen its 48,000 709798 56,f,1° int"agoVernmental 409000 68,871 48,4E~) Tapping f(!es - water 000 1;691 788 Sale of scrap material 10' ,5,572 Miscellaneous income 11000 73p124 67,804 Interest 17,000 149719 10,089 Waf¢r'`,f0'r' resale 1_0_~.0~ 0 3090 23 561 Aid 1n'co~~struction 'x~~L~.0 ,276,000' "2-;439 1 1►~t~+v53 SEWEg • Cuspgmer,s 1es - 666,000 672;085'' 425,036 Mgd¢nt al Cu r'sales - c 62 0 5809593 3540556 q s - sewer 1 ;0 0' 9,313 129802 Tap~ing~fcio3 'al Qq Sewer extensions 2000 19414 14,822 ~ Intragoveenmental 81400 2,333 Sewer fees - other cities 149000 14,196 90882 _~141_ 2 11 Sewer fees - industrial water 23 000 .F,204.49§_ , 1. _ _..i_ =O' $ 39616,000 306449066 20611,758 onummonamm" Adjustments to commercial basis Contributions in aid of 92,688 98,973 construction 4 67,804) Interest revenue $ 39478,254 $ 205040981 1 64 • Citv of Denton, Te as Water and'S&er Sys"tei"'Fuhd STATEMENT, Of APPROPRIATIONS AND EXPENDITURES, EhCUMBRA,~ICES .AND TRANSFEIIS • Year ended September 30, 1978 i Expenditures • Expenditure;, and Revised encumbrances encumbrances appropriations and transfers -prior year WATER PRODUCTION Salaries and wages $ 188,107 $ 179,208 $ 158,048 • Supplies 96,842 92,158 939651 Maintenance 189442 19,104 18,415 Production power 224,000 2529555 204058 Services 68,485 669880 51,944 Capital outlay 11,459 10,435 11;331 ® Insurance 9' 49 2 9 442 - 7470 9,78 -145tO28 WATER DISTRIBUTION AND METERING Salaries and wages 243,140 220,542 203,099+ 0 $y pees :0,303 17,349 12•,042 Malot nonce 139.368 1289849 1260098 Sarvices 289242 27,612 11221472 gurldr 243 668 Cepitl outlay 114,900 1369143 73;16" • Insurance 5 138 2 456 3091 f; 3 633,'67 069 SEWAGH kATMENT AND DISPOSAL Salaries and • wages 205,142 193,987 171,0831` Supplies 35,172 3'1',121 X0379 Maintenance 37,295 36,945 44;211 Pj'pduc~ion power 161,274 166,895 ' 136,891 si W tes 13,380 12,643 49575 Capital outlay 13,978 11,863 '8,395 Insurance 2 827 2,510' 2 242 4569969 416,544 • • 65 P, City.;of,4enton, Texas Water and Sewer System Fund STATEMENT OF APP %RIATION ANO EXPENOITURES ENCUMBRANCES AND TRANSFERS (CONTINUED) • Year ended September 30, 1978 Expenditures e Expenditure;, and Revised encumbrances encumbrances appropriations anj transfers ~i2rior year SEWAGE COLLECTION Salaries and wages $ 204,508 175,949 5 1809$24 9. • 10 667 ,176 Supplies n Maintenance 83,250 1 75;131 6610 3 259100 12,550 17,991 Services Sundry 4,500 3,621 Capital outlay 580950 48,895 27,25C Insurance 4 845 3,974 21)54 `-9,~.'~` 330,793 30F,~7M . PRO RATA SHARE OF UTILITY ADMINIST4.A.- r TION,EXPENDITURES Salaries and • wa e5 60,676 56,815 4d~ Q Suppies 1,870 817 4 Maintenance 160,215 125 '10 44,874 4 ' 58 Services 51rn~ry 415 - 503 491 Wwrahce Capital outlay 700 - 747 1269099 NONDEPARTMENTAL EXPEVOITURES Transfers to • general Fund rc .Administrative 252,624 16~;2 1796345 r services Return on net investment 180,404 1c0,000 Interelt and , redemption re- quirement and sundry 680,817 678,536 638,456 Bad debt expense 17 185 19 054 39 131 ~-1' 929,910_ • $ 312219463 S 3,1841565 $2,617,725 •I~ 66 City 4{, Den.ton;,. Texas . Water andevfer System Fund STATEME14T OF TrRANSFEAS ( ECONTINUED)S~ • Year ended Seotember 30, 1978 Expenditures Expenditures, and • encumbrances encumbrances and transfer, pr1o. ADJUSTMENTS TO • CQMMERCIAL BAS'S Encumbrances prior year 2,860 S' 20 b03 Debt service (678,536) (638456) requirements ' „011,086} Capitalized (3560174) expenditures Transfer to General Fund - return on net { 18(+,000 - 1 nyestment, Encumbrances ,(2,8b0) • f current Year , vacation pay 6,.155 8 accrual `E1(PENSES 4 1,978,870 $ 1,7039904 • • v • • 61 • ~i ty,r Derltori, Texas Intrago'4 entaI Service` Fu`ndi iALA'NCE SHEETS September 30, 1978 e Total Wo:K,n9 Motor ASSETS Memo Caoitai Pool CURRENT ASSETS Equity in pooled cash (Note C) $ 292,818 $ - ; 29,918 Time deposits and 279501 27,501 accrued interest e 252 262 Accounts-.receivable 418,443 478,443 Inventories (Note A) 1500998 141,051'' - 9,947 Prepaid Due from inoSuratheriice funds 510 570 - total current h'ssets 950,582 620,316 330,266 EQUIPMENT' (Note A) 2,192,461 63,197 IjI 28,670 Less,dccumulated I a344 91 24762 1 319 335 depreciation $ 2,398,952 $ 659,351, ; 11139,601 e e The accompanying notes are an integral part of this statement. • 68 t3 LIABILITIES, INVESTED CAPITAL AND RETAINED Total Working Motor Me EARNINGS mo Capital Pool r CURRENT LIABILITIES Deficit position in 9 362,022 $ 362,022 $ - pooled cash (Note C) Accounts payable, - accrued payroll and 90,468 74,086 16,3K2 • vacation pay Due to other funds'` 127 1? _ Total cl~ rrent 452,617 436,235 160382 liabilities' • INVESTED CAPITAL Investment by Electric 180,747 180,747 - System Fund ; Invest:rient by tinter ;4hd 1089975 1081915 i Sei,w System Find s Contributed assets.` (General and Tcibl '1, ,038 268 1 038 268 Revenue Funds?? ,990 ` ~ VW IM 3`. RET!~ INED EARNINGS CCUMULATED , DEPICIT) 61 3. 66 b06) 684,951 • (R' 2,398.,952 $ 6591351 $ 1,739,601 , Y • 69 • City of Denton, Texas Intragovernmental Service Fends STATEMENTS OF OPERATIOIIS Year ended September 30, 1978 Total Workin Motor ! ~MemoCa ito Pool. Charges to other funds $ 1,556,632 ; 11293,590 263,042 Less cost of material 168 47b,7 Beginning inventory 4169 Purchases 60, 1 60301519. 1 430 7 9 - • - 111507 j7 Less ending inventory 1~478j44434 478 443 U028 5T,Y 9 r -165,042 Operating expenses 21G,187 21b,197 Salaries and wages Supplies 13►480 1$j2? 0, 960. Maintenance 691 Services 23783 23,18E'``;, • Insurance and other j 47 Depreciation (}iota A) . 6`~ 99055 7 8 4 Operating income (Loss) (4,721) (4121P) :(505) • OtherA ncome Miscellaneous income 2,931 2,931 InWest _ 49739 - 41739 NET INCOME (LOSS) $ 2,949 $ (1,285) 4,234 Tht accompanying notes are an integral part of this statement. ! 20 • City of-, Denton~,TExas,;: r;? Intragoverrn6n tal..Service-funds STATEMENTSAOFF CHANGES AINED1EARNINGSED CAPITAL • Year ended September 30, 1978 CHANGES IN 14VESUD CAPITAL • Total Working Motor Memo Capital Pool _ • Invested capital at October It 1911 $-1,2541600 $ 289,722 $ 974,878 Additional invested by 63,390 General Fund • Invested capital at September 30, 1978 S 1,327,990 $ 2899722 $ 1,038,268 00=00090A"COMM msww~ 0,MUMEMOM* • CHANGES IN RETAINED EARNINGS Total Working Motor M mo _ Capital Pool • Retained earnings (accumulated deficit) at October It 1977 $ 615,396 S (65,321) $ 680,717 Net income (loss) for the 2,949 __1,285) 4,234 year • Retained a-~ °nings (accumulated deficit) at September 30, 1978 $ 618,345 $ (66,606) $ 684,951 • O Th6 accompanying notes are an integral part of this statement. • 71 • City°of Dentoni-Texas,_, Trost and,Agency Fund PAYROLL-FUND BALANCE SHEET' September 30, 1978 ASSETS • Cash $ 222,952 • 'LIABILITIES FICA taxes payable 5 111,419 OthAr payables 45,413 S 2229952 • •:el. 13,,r JJI, rl • The accompanying notes are in integral part of this statement. ~(ti F. li5i St1 t!-( 't'iil [if Ll li, Vi1 {t I .'d' +,l ti 1!II~ 72 • City Of, peo0pr . Texas, , ; STATEMENT OF GENERAL ,DEBT September 30 ,1978 and 1977 • 1978 1977 • Amounts available and to be provided for retirement of general debt Available in General Debt Service $ 4,868 167,511 Fund I1 5 0,~6 160§.L483. Future requirements $ 119533,934 ; 12,024,000 General debt (No to D) • General obligation bonds and 11,3690000 ~12~04,000 warrants payable Certificates of obligation 126,000 payable Ihstallmea bank note payable 11,533,934 $ 129024,000 • ...UIMMONCOM" UWWWOMMUNCOWN • e • The accompanying notes are integral part of this statement, • 73 • Citi`0f'Denton,:tetras STATEMENT OF CHANGES 1N FUTURE REQUIREMENTS Se,,tember 30, 1978 and 1977 1918 1977 $ 11,856,483 $ 9,304,562 Balance at beginning of year General obligation bonds and certificates of obligation 125,000 3,000+Q00 issued do Hna the year Installment bank note obtained • 439276 during the year Decrease in amount available in General Debt Service 162449 1'x2,921 Fund Bonds`,"Warrant4 and'nbtb OHr P&I 6 8342} 561 000) retired during the year Balance at end of year 4 qj 529,066 110856►4W • • 74 5 ~7 y.. lfte City.;gf,,DQnton, Texas;;.:,, STATEMENT OF CHANGES IN GENEgAi.. FIXED ASSETS Yeav ended September 30, 1978 • October 1, Not September-309 1977 Addition', 1978 • rENLRAL FIXED ASSETS $ 2,5731459 $ 1 024,036 $ 3,597,495 BuiLandlding and land improvements 1,955,782 510,448 2940/230 .Weals 13,075,561 1,977,367 151052,934 E,avlpment.and other n 23y,054 2,18,375 improvements 11948,321 construction work In, i ,0. 5 ..~..eQl.~. § 4f process 3,738923.~9b,4~6 INVESTMENT;IN GENERAL,. FIXED ASSETS From proceeds of general obligation • bonds $ 14,974,312 $ 29141,925 $ 1,1t6,23~ Fran-current, c (~Ir a revenues 1,802,765 227,748 2,00,51, , ;Fromicontributions , . 368,171_' 40 ' andlspecial revenues 1411 6,426 23,920,258,58? 5 3,737.eaa $ I ! .r.: I V • ° l ' 1 ~ Ir':'1, ,'i'~ r. r",r .'I ,.,li(~Ilr~j..Ii r 1 If, `.jI iLi i`.1 Titre accgppa•, Ig noes, aan .lt tegr ti,~t~ ,1r,.Qf th(SE St rt 4~lti,, , , t r : r, ~ : 75 e C1 ty' of `Oen tdns' 16as NOIES'To Ft4ANC1AL SIM EMENTS Septemt.-r 30, 1978 and 1977 e A - SuKiARY OF ACCOUNTING POLICIES The following is a summary of the significant accounting policies consistently • applied in the preparation of the accompanying financial statements, Bases of ccounting The accrual basis of accounting ft folloWed by all funds other than budgetary funds (Gen'•::1, Special Revenue, Gebt Service Funds anti Capital Pr6Jects); • which util",% the modified. GGcrual basis-of accounting. The encumbrance method or ace& S is use& f6'N-e1l funds for purposes of preparing and repoetinh on the (:Jty,s budget; for external reporting, the encumbrance method of accounting is not used ln'the Ent6rpris6 and Intrag6vetilm6tal Service Funds. Inv entcries • Inventories consist primarily of supplies and fuel and are valUdd'at MOvimg'y average cost. Accounts Receiyable_ ° includgd lp,accounts receivable in the Electric System Fund are amounts due i for water'ahd,sewer se'rVices',provided by'the Wi ter and Sewer Fund and garbage services provided by the General Fund. Utility receivables are,alllitarried1by the Elk trio-tystem Fund`t6 facilitate'etc6unting and collection procedures: Each fund records its own portion of the revenues and losses from these accounts. • Revenues are recognized on the basis of monthly cycle billings to customers for services provided. As a result of this cycle billing method, the City accrues unbilled service at the end of any fiscal period with respect to service pro- vided but not $1,630,000 hand date. $1,572$000 at amount September 1 30,receivables 1978 v and e 1977 re- to spectively. approxima spectively. Fixed ssets Utility plant in service of the Enterprise Funds and equipment of the Intra- governmental Service Funds are recorded at cost or market value at date of con- IN cost provided of e assets using to h operations straight-line over their d estimated sufficient Depreciation .ounts Vibution. to i relate the been an useful lives. During the year ended September 30, 19670 the net carrying value of the electric system utility plant In earvice was increased by $4,851,498 to the appraised replacement value less aElp^eclation as determined by independent consulting >r engineers. The appraisa) jjcp Rt -'s pei gg amortized at an a nua,l rate of f, ;283,168 and is chaeldd di~ddtl 'to (~nr~ ~11'feN i~icre+~fent irf ~r lisatlon, e 7b City of Denton, Texas NOTES TO FINANCIAL STATEMENTS.( CONTINUED) September 30, 1978 and 1977 A - SUMMARY OF ACCOUNTING POLICIES (Continued) component of the System Equity, and is not included in the annual depreciation • expense. The recording of appraised values in excess of cost and the charging of annual depreciation of $283,159 of such excess value directly to the System Equity rather than to expense is not in 'conformity with generally accepted accounting principles. General fixed assets purchased are recorded as expenditures in the 'General, • Special Revenue and Capital Projects Funds at time of purchase. Such assets are capitalized at cost in the general fixed assets group of accounts. tiffs or c-yntributions are recorded in general fixed assets at fa' r° market value at the time received. No deprediation has been provided en general fixed assets: P merty Tax Revenue The City records revgnu$'fro propert taxes in the year in which'I; cash iS~ received. For purpose of dccourntabil yt',the City records delinjU6t`Otdperty taxes receivable as ah a5;et, but offstets -these amounts with a related re'sdeve fo, uncollected taxes. • Revenue Sharing Revenue It Is the City's policy to record ail payments from ons entitlement period wI th- in one year to the extopt practicable, Durln 1977, the ending date o° the entitlement period wa3 cM n4ed from'M e'30 t4 September 30. Consequently, the final payment for the entitlement period ending September 30, 19770 which was received in October 1917, was accrued resulting in five payments being recorded in 1977. The four payments relating to the entitlement period ending September 301 1978, were recorded as revenue in the fiscal year 1978. • B - TRANSFER,OF EXCESS REVENUES FROM.THE UTILITY SYSTEM FUNDS TO THE GENERAL FUND The City Chart 011ows`the'City to;make a disci*etichary-transfer.of "excess 5 3tr. s to the;General Fufnd in1an,aW6nt not to revenu`ds''of a chr` f"the GtilitY3 exceed `six pe'rcerlt of'th'e' InetI i6Ttm nt' '(as both' terses have<been`defined by , the City Attgrnoy) in, the utilit system. In prior years the City has presented I these ti"ahtfer`s as'a'dirept,reduttid'n"Of`retained'earnings~ in the°tltility Fund I • in a manner similar toga dividend,, 'Hbr+O r';` ih'1978 the City changed its,mothod of reporting these tr nsfers to conform, to a "Statement of Position" issued by the AICPA State' arid L9cal'Government"'Acc*bhtipg' Coamittee in Septe+,,iber 1078,` which recommended that such items be %cludt.' ',,F a' separate catagory after net operating inoome,or los;,pn the Statement of Ll Itions. The City has restated • its 1977 financial '9tateben'tis"to"'cohfoNh i4'ith'thit:*presentation.~.' This changes has no effect on prW ously reported retained earning but does reduce, the net Income transferred to retained earrings by the amount of the 'trahsfee 4140M :the respective utility. • 77 0 City of Denton, Texas NOTES TO FINANCIAL'STATEMENTS (CONTINUED) September 30, 1978 and 1917 • C - EQUITY OR DEFICIT POSITION IN POOLED CASH The operating cash of certain funds, as noted below, is pooled into one bank • account not identified with any particular fund. The accounting records for each fund reflect an equity or (deficit) position in the pooled cash at September 30 as follows: FUNO X1978 1_ g7L_~__ • General :Fund $ 448,783 $ 399413 Electric.System Fund. Operating account 11428,342 (35617,043) Systems Extension and - 4,615,177 Improvement Fund • Water and Sewer System Fund 7, 08 727,421 Operating account 3 2: 2Z 2$2 $0b Working:Capital,Fund 2g 18~ 5925806 o4Justice,Grant~ 1,3 Criminal 9548) Fund,. - 1,455} Human Services Project Fund Airport Improvement Grant Fund (139,792) - • 1 GrantCommunity FundDevelopment Block y. - ;:f ;6431 161,, a. 608,7153 , NNE • D - LONG-TERM DEBT Water and Sewer-Sy stem Fund As of September 30, 1978, the City had Water and Sewer revenue b6nds outstandinq' • of M 230 400,, Thete~bonds,,whi%;K ar9 secured; by, fjrst liep.up9p thg "net revenues", Of, the,Water, and Sewer, System, are 0441e apnually to iryir}~` 0041) throw h1998 with interest payable,semiannuallyat rates.rangin9,rom 3.,tQ The City has covenanted, in;.the,crdJna0ces,au.thori;In9,thes bonds; th4ii'.i witl • establish certain funds, and-make t,eced,.tran4>er; as fol pw;: 1) All revenues i racei ved will .be., 01ps,i ted_ tnto a Revenue Fund.1,,fry which all operating expenses will, .b@ paid., 2) On the last day of, each month the; City W1 .,1, deposit Into: an ; shtR,rt;st • and Sinking Fund" a pro, rata part of. ,the next matiaring interest and . principal, payment • 78 • City.:of - Dentons ;Texas NOTES TO FINANCIAL STATEMENTS.(CONTINUED) September 30. 1978 and 1977 0 - LONG-TERM DEBT (Continued) 3) The City will maintain a "Reserve Fund", equal to at least the • average annual principal and interest requirements on all bonds outstanding, which will be used to pay debt service requirements any time adequate money is not available in the "Interest and Sinking Fund". In the event that, due to the issuance of new . bonds, the fund is less than the average debt service's the City will make equal monthly payments in an amount adequate to ac- cumulate the required amount within five years after issuance of the new debt. If the CityyJails to make the above transfers. in any months the first available.revenues of the _f411owing;months„are to,pe,yspd Any amount! remaining in,the Revenue, Fund a.f.te.r providing fpr;the • transfers'to-the-other. Funds may be used for any, legal;purpose., The City has also agreed that it will set rates adequate to produce net revenues" of not less than: .1.43.,kimes: the,annua1. debt;seyy_ice merage.,jyr,V e . Up _~ity will not issue, additiooal Water~.ahd Sewer),Revenu9 Bonds unless all;Lie apovQ , • noted funds contaih' the' amount ofi money; required to be therein ondnet,re,venups are equal to at Least I 13, times: the Maximum debt service requirement after, the issuance of the additional debt. s Electric System Fund r,, t e During March 1978, the City refunded its then outstanding Electric System pevenue Bonds (Old Debt);, totaling ,516;902.000, girth 0 proceeds, frpm thy tssyaynce of ;Proceeds 690' ;h $19,255,Og0 of, Electric System Refunding Bands. jNo4,D0ht).(.' New Debt were used topurchase 'approximately 51 ,500,000 of govern., _secureties and establish a $2,250,000 reserve and a,$250 IOQQ,c4ntin'ency fuio ,nor. @69 gw Debt. Ti:e government securities, which mature on dates „4esigned to1411y provide • for payment of the Old Debt, are held in a special escrow account by p ,trustee and solely for the benefit of the holders of the Old Debt, thereby defeasing their security:,intersst.on'the reverue$o f the Electric SY two •Thi1~ ye NnoI19 resulted in the f;ity recognizing .,het gaiiniof approximately ,OW wh ,qh t~a¢ been recognized its ~an extraordinary; terd ;in the State*'. of Ope~$4brations ,tn. t}ie , Electric System Fund r The New Debt, which is secured by a first lien upon the 1net revenues, ,ojhf sy3tem, consists of serial bonds which are due in varying amounts from 10 through 2008 and bear interest at rates ranging from 4.6% to In the, ordi dances authorizing the A m ance of the Now De§t1 th City,has.,49reeq • to establish various funds and make specified :transfers as fol~ow"', 1) The City will establish, from bond: proceeds, a'Rdseryg Nod" ,;4f, $2,250,000 and a "Contingency Fund" of $250,000. The Reserve Fund e 79 ~ T Ci ty'1 of `Deritbn -Tdkas NOTES TO FINM CIAL STATEMENTS (CONTINUED) September 30, 1978 and 1977 ~ D - LONG-TERM DEBT (Continued) will be used solely for bond payments when the other funds are not adequate and will be "increased if additional debt is issued. The Contingency;Fund is to be'used solely to pay for unexpected repairs or replacements of the System if no other Funds are available or to pay bonds if other funds art not adequate. Re- ductions in`these f;snds below the specified levels must be re- placed in specified periods'by budgeted payments from the Pledged • Revenue Fund as noted below. 2) All revnnug will be deposited into a "Revenue Fund" from which all operating and fiaIntenance' exaenses'will be paid,,, Semiannually,,, the l; tti~angfer"04' alt` air~il ble Yevenue into a Pledged Reirenue City w'. Fund," frb!n lrhich follbwing 'teahsfer3'Wi11' be'6ade'. After; makes • ing these tr'ans'fers;'any:remaihing `amobnt may be' used for any' law ful purpose. ,3) ''rhb'City ~r1~1' eike ~p`ebi~fi siab I, tt'rapr,sfers,O' esi ghe'd to : .'~ply tli- 1'e}~uit'id debt serVicepey e roduce a minlmuh► balance of S7';51;000' b)+' 1985 lnto'd''k1978 Retirement' Fund." • The "Retire- • dent"i'u6d "'Wich €is niai`ntiaihed 4y "a''vgttee',' will be used solely ` to make required debt service payments. " 4) The City will reimburse the Reserve and Contingency Funds 1or~any reduc,ions in the funds below the required amounts. 5) `The' City Wi 1Vt4nsfer `an''aMOUne equal to, 8% of the Adjusted Gross t Re`Yenhes",((defined,as GOoss ReV,enue Iass any cbsts incurred in supply« irg' fuel t6 tlt City)"to an'",ImproV.e0ent Fund.,-This fund till be used tQ pay fQN coit4 of system -improvements or, If no'dth0 'funds a'r'e' available; 'for' 6~ traord"Sry Operating expenses or payment of • the'New!D~bt. The Cif 'haS `ai o' agrgedf amoriq otiier'thirsgs~ to set rates adequate Ito provide,, r,,: "Pled ~dp@~enuE's'1'eq>lal td!Wleast L41times'-the payments to the Retirement €E r. Fund. t~urther rib"'addditiorl3l debt may beAssued'an1dis the above noted Funds contain the required amounts and Pledged Revenuers equal to 1.41times the.pay• _..1 • ment to, h RQtirement Fund and the average annual debt service requirement on 1''d bti Y I a I t ,i, q ~r'~ , the adds 110a General Long Term Debt As oi'tdotem U rl 1g18i'the City`of dentOhese s bo dsrand warjantsnarerpayabteds • and warrants outstahding of $11 369,,600.,` annuall in v ryye gg amounts through 1997 from tax collections. Interest is pay- able semianpueIiyIIt'rate5 ranging fray'°2:5x td 7.25%i ,i € € • 80 • C1 ty of.Denton, .T xas NOTES TO FINANCIAL STATEMENTS (CONTINUED) September 30, 1978 and 1977 • D - LONG-TERM DEBT (Continued) • The Certificates of Obligation issued in 1978, totaling $125,000, are due annually from 1980 through 1990 and require interest payments at 5% semiannually. The Certificates are to be paid from taxes levied to support the issue or from any Net Revenues remaining from the City's Water and Sewer System after making pro- visions for. all required payments under the Water, and Sewer" Revenue'Bonds., thoughlJune,l98~nk, from General Fund Revenues, in • xpaymentsinstallment: s1~301i r monthly , E - COMMITMENTS, AND CONTINGENCIES The City, is curregtly, thg defendant ,1,n a suit ih,whj t<<t ie plaintiff h 46 quested that the Water and Sewer rate -i crea~g; adppgd y the tfty, Qu ciI b4 June 30, 1978 be declared illegal and t at am'ou~ts paid due to such he 6611 be returned. The City believes that the ultimate resoluti.ggn6of the;suit,Vill got have a significant effect upon the operations of the Water ana'S'04e SysteAr: - • In addition to ,the, .l i tiyati9rt, dessri ed ;aboyq,, ,~he, di yA si one of four famed i defendants in k prQuuct,tiabiIIty cafe, arising r, t deat~ of an; iimt l of , the Ci ty, djail , The aggregaiie, damages ,claimed; by„e p i tiff, fr alt: e,1? 44 nts Ytie Cit ~ ~teVe exceed the? City; s, in,surarrcg pgperoge, by, pprI4. 71 ly O,p000 that it•has,a nwnber, Or defenses,ova.0ab~e, and► .that,i~i;any case, the i;ity lid • bi 1 i ty wi l l.. not exceed a, sis, i,nserp;re .coveragq.... r s„,. 1 4Y Agreement With Texas Munioipal Power 6e6 During September 1976, the City, along with the cities of Bryan, Greenville and Garland, Texas (collectively referred to as The Cities), entered into a Power • Sales contract with the Texas Municipal Power Agency (Agency), a municie'el'Eor poration and polici.tdl ,subdivl,aSRj, Qf,,the,Std~tQ.of ,Te~cas. Under the. terms 'of, he,agreemm , t 4~,A9gncy,,,which a$, ~Ote"d thrdug9h z gtore,gt ordinanCes,of The_C tie' and wh 5h ~ governed Sy a hoe of Die4dto.rS,cd~s sting, of elghf.mem6arso tio,app4lh~d by,~t,~Otgo e,rnil~ `Ady, , f e, ch city, dgr et, 9 • construct or, amir'e.ele_ctric,generator,, RIants ,~o,~upply,eneyyy,gna ~QweC' Cities for a peri,odrof ,not ; ess than 5 y,e},r~, ;The <<'itiss."h4V0 pgt@e tb`p ¢$8 all future power a.nd. energy, reqp irements in 4,gQ'i ,s. the dnk,gaherate0 ;"yrc th,¢it", ; systems currently in,ex,is,tenc,q fropi tha Agee y-.at pr qs, ant, dd4"to'C'0_0r~„(~ ttt~ . i uhr, d ~y. tj@,.. operating, costs of, the,systenl.ap¢~,~~ti), th,e jJa i ,emegt,o ,,dq de It Agency. In,the.eveni;that,i'evenuq a 9, ins fnerrt t¢.coYe, li,~ott.}hQ ileti; t f+ ~~a guaranteed a ~brt ~n Of,t Oaf vu is to ndi nq debt, each of The ides • . ufi debt based, generally, upon its pro rata share of the energy delivdred''A ConserS"' in the trior operating year. As of September 30, 1978, the City's guaranteed per- centage is approximately 21%. At such time as all of the outstanding debt of the • 61 City of'dlint6hl, Texas NOTES TO FINANCIAL STATEMENTS (CONTINUED) September 30, 1978 and 1977 E - COMMITMENTS AND CONTINGENCIES (Continued) Agency is retired and the Agency is dissolved, each City will be entitled to an undivided interest In the property based upon its pro rata share of total pay- ments. As of September 30, 1918, the Agency has' issued $300;0^0,000 of bonds for the construction-61 a''lig`nite 661-fueled'generating plant which is expected to be operational in,198?.,and, for tt~e purchase of a percentage ownership of a nuclear `¢6wered generating' facility:' It' is'ahtl6pated' that Vie t6til ~ Ott for the acquisition of these facilities and the building'of relaters tiahtmission facilities will be in excess of $1.1 Billion. Prior to the period that the Agency becomes operational-,;each City hr's1gtee'd to pay a pro rata $weof thg,Agency`s general and administrative expenses.. Amounts id to the, fflWiC . Fdr ,these''ex0eAOs ambhnt6d to appr6kIMately ;110,000 and $130► 0 du1^i g` 1`918 hd 1971, e6peZtiVely ♦ Accruedaa'h,'aridSick L'ea~le` ' b and (Q ~ ThekCietyv 11i hbt'i , 11e" vacation plated Vachti6hytime dZ ,!it to, will, be phi, . to e it 2 26016+ee.. Oind~ally,Isick;in leave theemplois' hot "y of ¢aid the Cit Jpoi► term- ' tioh„bit Wil paid onlV 6o- ilrlness whi ley Pur sua6t ,(o'geherall~+ accepted aC6oanting p ,itStip a 'd4nouhts paid fore vacaLidn and sick ¢a,y are expensedwh6n 'O'aid'6kcedt for' entei;prise and ihteagbverntiehtal service funds where vacation pay is accrUdd.' The'dollar amoUh't`ofPunused)and " unaccrued vacation and sick leave at current pay, rates totaled approximately $205,000 and $1,105,000, respectively, at September 30, 1978. F - LONE STAR GAS During September 1977, the C1ty'ehltered'irito a'`new gbs sales c6tract1with Lone Star, •Ga,sCompany,~kone`Sfar) which provides for gas through 1981. The contract requ~ s 164.t ' hat th,4"Oty ost{mate t'ts' futUr6,u'se' l provides pendltt,es! if:acdtual usage '11S . than 75 "of 'Ehe.'estimate. fh'e City; al'sd'~e§reed td Yle toactively pay the A'60eas$4 e' ;Pkif ed`In t e n contract for all gatleceived sub; sequen 'Abb,Apri g; Thi Co'ntfacti re01ae~d a rAVid~lf cddttAdt;with'. 009, grins uhder' whi'th thP` iffy"h1ad paid app'roxirft'ate1y;308,000 of tako or l pay de 141ehciiil., ConGur'rentl with"lil 1h' _W,heW`4assale; contoacti{Lone,' StaN a~reeQ ; r~efur~d `~i~ 1 'p Ohis made 'ynd r th'S takes or 0iy 1provisidns `of' tho old,.ognt*t"addlhe ty tui~n,h a~rLdd•tld refuhdtto custbMes'that,portidol of the,, Wet~0 Q►Isly p, isQda ~~~h0dugh:;' N6l,take "o,i~,pali deficiency is'' antics s jr 82 • City of Denton, Texas NOTES TO FINANCIAL STATEMENTS (CONTINUED) September 309 1978 and 1977 • G - PENSION PLANS • The City participates in a pension plan sponsored by the Texas Municipal Retirement System. The plan is a contributory plan, covering substantially all City employees except firemen. The City's policy is to fund pension costs accrued.~ The actuarially computed value of vested benefits of the plan as of December 319 19771 did not exceed assets of the fund. Total pension expense, whi6 includes amortization of • prior service costs over 20 years, for the year ended September 309 was as follows: 1978 1917 • General Fund $!130,000, $ 103,000 Electric Fund 529000 449000 Water and Sewer Fund 29,000 260000 Working Capital Fund 81000 72000 $ 219,000 $ 1809000 The firemen are covered under the Firemen's Relief and Retirement Plan of the City. The plan is a contributory plan, with the City's portion totaling ap- proximately S44,500 and $28,300 during 1978 and 1977, It is the City's policy to fund pension costs accrued which include amortization of prior service costs • over 30 years. The actuarially c(Anputed value of vested benefits of the plan as of December 31, 1977 did not rxceed the assets of the fund. • • • 83 THIS,PAGE_LEFT BLANK INTENTIONALLY r , as "a! , h r`r 1 • 64 r f SUPPLEMENTAL Ir{FORMATION .r "r~ a ~ . r - a r 1 r ' E,85 • city of Denton, Texas BONDS PAYABLE - ALL FUNDS Year ended September 30, 1978 Original Percent Issue Final amount Interest • date maturit of issue rates GENERAL OBLIGATION DEBT 1960 Street improvement 7-15-60 7-15-85 $ 600,000 3.50 to 3.85 • 1962 Street Improvement 3-15-62 3-15-87 500,000 2.75 to 3.20 1963 General Obligation 3-15-63 3-15-88 500,000 2.50 to 3.25 1964 General Jbligation 7-15-64 y15-82 800,000 3.00 to 3.20 • 1964 Park Improvement 7-15-64 7-15-82 200,000 3,00 to 3.20 1966 Airport Improvement Warrants 12-01-66 12-01-81 113,500 4.50 1966 General obligation 1-15-66 1-15-86 I,0009000 3.30 to 5.00 1967 General Obligation 11-15-67 5-15-89 600,000 4.25 1968 General obligation 2-01.68 2-01-88 1400,000 4,00 to 5.00 1969 General • Obligation 4-15-69 4-15-69 1,285,000 4,60 to 6.50 1970 General Obligation 9-15-70 3-15-91 1,0009000 5.70 to 7.00 1974 Street Improvement Bonds 7-15-74 7-15-94 10800,000 5.25 to 7.25 • 1974 General Obligation 7-15-75 7-15-94 985,000 5.25 to 7.25 1976 General Obligation 4-15-76 7-15-96 2,5009000 4.50 to 6.50 1977 General Obligation 6-01-77 6-01-97 3,000,000 4.00 to 6.00 • 1978 Certificates of Obligation 3-01-78 3-01-90 125,000 5.50 1978 Installment bank note 7-01-78 6-10-81 43,276 5.50 • 86 • • Maturities in Changes - year ended September 30, 1978 year ending October 1, September 30, September 301979 • 1971 issued Retired 1978 Pr nci a Interest $ 2000000 $ - $ 25,000 $ 175,000 $ 25,000 $ 61738 • 200,000 - 20,000 180'1000 20,000 6;373 220,OQ0 - 205000 2001000 20,000 6,040 2900040 - 65,000 2250000 609000 7,143 70,044 - 10,000 600000 15,000 1005 t 491000 - 101000 399000 10,000 1,1530 540,000 - 60,000 4805000 60,000 15,484 3609000 - 30,000 330,000 30,000 , 141025' 575,000. 500000 5251000 50,000 21_,~226 , • 805,0 60;i30p7451000 60,000 3T;495 - 700.Q00 50,000'. b50,000 501400 ,35,481 196501600 750'000 1,575;000 75,000 087 865,000 - 551000 810,000 559010 45,250 2,500,000 - 1259000 2,375,000 125,CJ0 123,750 • 30000,000 - - 3,0009000 1500000 154,700 1259000 125,000 - 10,313 43,276 3,342 39,934 13L833 1,851 • $ 12,0249000 S 168,276 $ 658,342 5 119533,934 $ 818,833 $ 577,400 • 87 0 City of Denton, exas BONDS PAYABLE - ALL FUNDS (CONTINUED) Year ended September 30, 1978 Original Percent Issue Final amount Interest date maturity of issue rates ELECTRIC SYSTEM REVENUE BONDS 1954 11-01-54 11-01-84 $4,287,000 2.75 to 2.90 1955 5-01-55 11-01-85 1,350,000 2.75 to 2.90 1955-8 11-01-55 .1-01-85 11387,000 3.00 1961 1-01.61 11-01-90 5,200,00 3.75 to 5.50 1965 1-41-65 11-01-84` 4,000,000 .50 to 5.dd J908 2701-68 11-01-88 190000000 4.00 to 5.00 1970 9-61'40 11-0145 39500,000 4.50 to 6.60 f 1:119,72 5*,41-72 11-01-,97 6,0009000 4.00 to 6.,00 1974 7-01-74 11-01= 8 10500,000 5.00 to 7. 1978 3-15-78 12-01-07 '9,255,000 4.6G to 5.85 WATER MQ SEWER SYSTEM REVENUE BONO. ; 1960 T-15-60 7-15-90 19700,000 4.00 to 4.25 .1962 1n15-62 7:114,0 , 190009000 3.00 to 3.q,5 q 1964 '1-15-64 71 -84 2500000 3.00 to 3.40 ,,196,6 1.,4 766 7-1 !06 1,000,000 3.30 to 4.,50 1969 4-1 -69 7.1 -89 19060,000 4.00 to 6.50" 19972 9-15-72 7-15-993 11500,060 4.00 to 6.00 ;.1 4 I9~7 6-15=~~ 7-1512` 2 500,000 4. 0 to 6.50'` c r, 88 • • Maturites in • Changes - year ended Se tember 30 1918 year endings cto er 1, +^tem er Se~t_em_ber 30, 1979 1977 Issued Retired 1978 cipa _ Interest $ 1,560,000 $ $ 1,513,000 $ $ $ M 513,000 553,000 . 553,000 4,170,000 4,170,000 - - - 1,4009000 - 1,400,000 - - - - - 600,000 - 600,000 2,66G,000 ~O t1;b0 00 ' • 5,040,000 - " 1,450,000 - 1,45LI,000 - - 19,255,000 _ 19,255,000 _ 1,254,890 170946,000 $ 19,255,000 $ 179946,000 $ 19,255,000 ; - ; 1,254,890 190759000 $ ; 65,00^ $ 1,010,000 $ 65,000 $ 40,400 590,000 - 35,000 5559000 40,000 18,823 • 709000 - 109000 60,000 10,c00 21010 4509000 _ 500000 4009000 509000 13,900 670,000 - 60,000 610,000 600000 30,910 113309000 - 60,000 1,210,000 659000 64,500 199000000 - 75,000 10825,000 75,000 110,42 • 500,000 500,000 - 259400 $ 69585,000 $ - $ 355,000 $ 59230,00: $ 3659000 $ 3069368 i ,v„o~ ~ s~e°a°e ssm~sam aafof+~ s+esssiaer ~ • 89 • • • THIS PAGE LEFT BLANK INTOTIONALLY • r • • 90 • • • STATISTICAL'6ATA • • e • • 91 • City of Denton, Texas ASSESSED VALUATION AND TAX ASSESSED (Unaudited) Year ended Assessed valuation September Rear Persona. ro ert fro art Total Tax assessed • 30j_P_ -Y 1969 $52,065,360 $14,934,931 $ 679000,291 $1,005,004 1970 55,417,090 15,658,946 71,0765036 1,066,141 1971 60,539,722 16,406,918 76,946,640 1,154,199 1972 66,230,863 169901,390 83,132,253 1,413,248 • 1973 76,671409,,409280 1 199, , 1974 82, 560 102,222,840 10737,788 ,813 1975 89,8831677 22,275,049 112,158,726 1.906,698 1976 951735,078 28,592,085 1249327,163 2sl.139561 2,430,423 1977 98,863,846 37,676,779 1978 213,135,760 584203,469,., 271;339,229 39364,606 • TAX RATES The constitutional and statutory tax rate limits including debt serve ice, is $2.50 on each $100.00 of assessed valuation. or the year ended September 30, 1978, the City of Denton's tax rate is $1.24 on each $100.00 of assessed valuation. The assessed valuation is 60% of true estimated value. TAX DUE DATES AND PENALTIES Taxes are due on October 1 and become delinquent on February 1. Taxes • may be paid in two installments, one-half by December 31 and the balance 5 fore March 31. Penalties due on delinquent taxes accrue; Febrjary 2%, April accrues % at a the M rate S of 1/2~ Interest per month. delinuent taxes in discount is allowednfor early penalties a pay- ment. A 1 92 0 City of Denton, Texas' TAX ASSESSMENT AND COLLECTIONS (Unaudited) • Percentage Collection of of levy Year ended Totfl current year's collected Se tem er 30 assessment* taxes during year during year • 1969 $10005,004 $ 930,679 92.60 1970 1,057,259 994,426 KID 1971 191359935 1,0881047 95:78 1972 1,4090244 11349,462 95.76 1973 19613,260 19543,185 95.65 • 1974 11731,452 19671,916 96.56 1975 1,9000006 1,8131816 95':46' 1976 2,1071819 2,002,428 95.00 X977 2,4189166 293029758 95.23 1978 3,334,341 39130,697 93.90 *Tdtal tax levy' figures are adjusted1t0 ed floct adjustments approved by the City Council. • N?? 1 • • 93 City of Denton, Texas • INSURANCE IN FORCE September 30, 1978 (Unaudited) • Expiration Insurance Company _Premium Policy no. Date Allied Insurance Company $ 47,752.33 SFC 26 40 46 10-01-79 • American Indemnity Company Jack McFarling Insurance 309.00 BSC 2202862 12-18-81 Atlantic Insurance Company • Benton Insurance Center 20.00 00 38 88 12-31-79 Employers Casualty Company 27,916.00 CGL-A-558475 ¢1-01-79 26,788.00 CAF-C-5?447,8; 91-Q1-79 TML - Texas Employers Insura;ice Company 96,687.80 TML-A-0103 07-01-80 • Fidelity S Casualty Company of New York - Denton Insurance Center 19715.00 IMH 18 32 90 11-01-81 • Fidelity b Casualty Company of New York - Denton Insurance Center 754.00 PG 2 45 45 00 02-24-79 Fidelity G Casualty Company of New York - Denton Insurance Center 271.00 PG 2 45 44 95 01-23-81 Fidelity b Casualty Company of New York - Denton Insurance Center 21216.00 9N0 1991826 • The Hartford Steam Boiler 860170.00 HN73-14278.00 01-01-80 • ~a • • Amornt or Coverage limit Fire and extended coverage on utility systems, $ 4000680001 buildings and contents, and newly acquired 90% colAsurance • buildings and their contents Robbery inside premises 10,000 Robbery outside premises 1,500 • Diesel Fuel Bond 500 Public liability: General: Bodily injury 300,000 Property damage 501000 V5910900 AuBodilylinjury 1000000 &1 00,00 ;_Praperty damage Workman's Compensation As stated in WC law • Utility accounts receivable - destruction of records 21400,000 • Comprehensive - discount glass policy Total loss • Comprehensive - discount glass policy Library Total loss • Faithful performance bond; City Manager 100,000 Director of Finance 100,000 Assistant City Manager 100,000 Each Employee 2+500 • General boiler and machinery 100000000 • 95 • City of Denton, Texas INSURANCE IN FORCE (CONTINUED) September 301 1978 (Unaudited) Expiration Premium Po11cy no. Date Insurance Company. _ Blue Cross - Blue Shield $ 176,964.73 10-01-18 • St. Paul Fire b Marine In- surance Company - Denton 50.00 400 CR 8730 9-18-79 Insurance Center • Jnited States Fire insurance 441.00 SR0083015941 1-15-79 Company 500.011 FGL 03652 6-02-79 Northfield iftsUr'An`Ce Company • SE 13213 6-02-79 Industr'61 deneral Agrncy, Inc. 19100.00 Guaranty National Insurance 775.00 GLA 0030348 2-02-79 • Company t • I 1 96 e • Amount or Coverage limit Group Accident Sickness and Life coverage on all full-time employees • Faithful performance bond - Tax Assessor 100000 • Group Accident SkVr,zss 'add Life coverage on all Police Reserve Ambulance - excess third party 200,000 & 100,000 • Ambulance - excess liability 500000 & 110001000 300,000 b 500,000 e Ambulance 'professional liability 100',OOb a 300i000 , a t • r • 97 • City of Denton, Texas MISCELLANEOUS STATISTICAL DATA September 30, 1978 (Unaudited) STATISTICAL DATA ♦ AS OF SEPTEMBER 30, 1978 Area of City 33.2 square miles • Date of Incorporation September 26, 1866 Total City Employees 559 (including seasonal employees) • 1974 Estimatpdpopulation_ ;i $ ,43,509 Tax rate - per $100 valuation 1.70 Assessed valuation $ 102,222,840 Electric production (kwh) 548,581910r • Water production (11000 gallons pumped) 29490,026 Electric customers 130023 Water customers 11,363 ♦ General Fund revenue $ 4,480,056 General Fund expenditures $ 4,219,859 • • 9B r • • • • • 1975 .19 76 _ 1977 1978 46,800 47,900 51,500 43,700 1.78 1.24 1,70 1.70 $ 117,158,726 $ 124+327,163 S 136,540,625 S 271,339,229 51292379100 524,0419400 191,115,600 322,6999080 0 2,633,943 2,655,687 3,000,770 3,069,238 13,986 14,620 16023 13,289 11,591 129013 12027 129787 • $ 4,9049169 $ 5,269,098 $ 69194,651 $ 1,982,14 $ 4,804,176 $ 59580,779 $ 69131,801 $ 7,798,055 • • 99