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HomeMy WebLinkAboutCity of Euless Comprehensive Annual Financial Report FY2008CITY OF EULESS COMPREHENSIVE ANNUAL FINANCIAL REPORT FISCAL YEAR ENDING SEPTEMBER 30, 2008 Phone: 817-685-1444 Fax: 817-685-1459 www.euless.org 201 N. Ector Drive Euless, TX 76039 CITY OF EULESS City of Euless, Texas Comprehensive Annual Financial Report Fiscal Year Ending September 30, 2008 Prepared by City of Euless Finance Department 201 North Ector Drive Euless, TX 76039 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2008 C O N T E N T S Page(s) INTRODUCTORY SECTION Letter of Transmittal i-vii City Officials viii GFOA Certificate of Achievement ix Organizational Chart x FINANCIAL SECTION Independent Auditor's Report 1-2 Management’s Discussion and Analysis (unaudited) 3-13 Basic Financial Statements Government-W ide Financial Statements Statement of Net Assets 14 Statement of Activities 15 Fund Financial Statements Governmental Funds Balance Sheet 16 Reconciliation of the Governmental Funds Balance Sheet to Statement of Net Assets 17 Statement of Revenues, Expenditures, and Changes in Fund Balances 18 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities 19 Proprietary Funds Statement of Net Assets 20-21 Statement of Revenues, Expenses and Changes in Net Assets 22 Statement of Cash Flows 23-24 Fiduciary Funds Statement of Fiduciary Net Assets 25 Notes to Basic Financial Statements 26-51 Required Supplementary Information Schedule of Funding Progress for Participation in Texas Municipal Retirement System 52 Budgetary Comparison Schedules 53-55 Notes to Required Supplementary Information 56 Combining and Individual Fund Statements and Schedules Non-Major Governmental Funds Combining Balance Sheet 59-60 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 61-62 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2008 C O N T E N T S – CONTINUED Page(s) Combining and Individual Fund Statements and Schedules – Continued Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual Hotel/Motel Special Revenue Fund 63 Police Drug Enforcement Special Revenue Fund 64 Half-Penny Sales Tax Special Revenue Fund 65 Crime Control and Prevention District Special Revenue Fund 66 Public Safety Grant Funds – Special Revenue Funds 67 Juvenile Case Special Revenue Fund 68 Non-Major Proprietary Funds Combining Statement of Net Assets 70-71 Combining Statement of Revenues, Expenses and Changes in Net Assets 72 Combining Statement of Cash Flows 73 Internal Service Funds Combining Statement of Net Assets 75 Combining Statement of Revenues, Expenses and Changes in Net Assets 76 Combining Statement of Cash Flows 77 Fiduciary Funds Statement of Changes in Assets and Liabilities 79 STATISTICAL SECTION (Unaudited) Table Page(s) Net Assets by Component 1 81 Changes in Net Assets 2 82-83 Fund Balances, Governmental Funds 3 84 Changes in Fund Balances, Governmental Funds 4 85 Assessed and Estimated Actual Value of Taxable Property 5 86 Direct and Overlapping Property Tax Rates 6 87 Principal Property Tax Payers 7 88 Property Tax Levies and Collections 8 89 Ratio of Outstanding Debt by Type 9 90 Ratio of Net General Bonded Debt to Assessed Value and Net Bonded Debt Per Capita 10 91 Direct and Overlapping Governmental Activities Debt 11 92 Schedule of Revenue Bond Coverage W ater and Sewer Bonds 12 93 Schedule of Revenue Bond Coverage Drainage Utility Bonds 13 94 Demographic Statistics 14 95 Principal Employers 15 96 Full-time Equivalent City Government Employees by Function/Program 16 97 Operating Indicators by Function/Program 17 98 Capital Assets Statistics by Function/Program 18 99 INTRODUCTORY SECTION i January 27, 2009 To the Honorable Mayor, Members of the City Council, and Citizens of the City of Euless, Texas The Finance Department and City Manager’s Office is pleased to submit the Comprehensive Annual Financial Report for the City of Euless, Texas (“City”) for the fiscal year ended September 30, 2008. This report is published to provide the City Council, City staff, citizens, bondholders, and other interested parties with detailed information concerning the financial condition and activities of the City. Responsibility for both the accuracy of the presented data and the completeness and reliability of the presentation rests with the city. To the best of our knowledge and belief, the enclosed data is accurate in all material respects, and is organized in a manner designed to fairly present the financial position and results of operations of the City as measured by the financial activity of its various funds. This report fulfills the requirements of state law and the City’s home rule charter which require that the City publish audited financial statements within 120 days from the close of the fiscal year. Weaver and Tidwell, L.L.P., a firm of licensed certified public accountants, have issued an unqualified (“clean”) opinion on the City of Euless’ financial statements for the year ended September 30, 2008. The Independent Auditor’s Report is located at the front of the financial section of this report. This report is presented in three sections: Introductory, Financial and Statistical. The introductory section includes this transmittal letter, a listing of City Officials, and an organizational chart of the City. The financial section includes the independent auditors’ report on the basic financials, Management’s Discussion and Analysis (“MD&A”), basic financial statements, and combining and individual fund statements and schedules. The MD&A is a narrative introduction, overview, and analysis to accompany the basic financial statements. This letter of transmittal is designed to compliment and should be read in conjunction with the MD&A. The City of Euless’ MD&A can be found immediately following the independent auditor’s report. The statistical section includes financial and demographic information, usually presented on a multi-year basis that is relevant to a financial statement reader. ii The Financial Section described above is prepared in accordance with generally accepted accounting principles for governments as prescribed by the Governmental Accounting Standards Board (“GASB”). Profile of the City of Euless, Texas The City of Euless is located in North Central Texas in Northeast Tarrant County approximately 16 miles west of Dallas and 16 miles east of Fort Worth. Euless is readily accessible by Texas Highway 183 which is a six-lane expressway linking Dallas to Fort Worth. Other major highways through the City include State Highway 121, State Highway 360, State Highway 10 and Farm-to-Market Road 157. Euless’ centralized location provides quick access to both Dallas and Fort Worth metropolitan areas and is adjacent to Dallas-Fort Worth International Airport (“DFW Airport”) in east Tarrant County, one of the world’s busiest airports. The City is approximately 16.9 square miles and serves a population of approximately 54,073. The City of Euless was incorporated February 24, 1953 and is a home rule city operating under a Council/Manager form of government. The City Council is comprised of the Mayor and six Council members who are elected at large. The Council has the authority to enact local legislation, levy taxes, adopt budgets, determine policies, incur debt and appoint the City Secretary, City Attorney, Municipal Court Judge, and the City Manager. The City Manager reports directly to the City Council, and is responsible for the daily management of the City’s departments. Council members serve three-year staggered terms, with two council members elected each year. The Mayor is elected to serve a three-year term. In addition, ten boards and commissions were created to assist the City Council in deciding matters of policy and procedures and meet on various issues throughout the year. The Basic Financial Statements of the City include all government activities, organizations, and functions for which the City is financially accountable as defined by GASB. In addition, financial statements of two component units of the city have been included because of their fiscal dependency on the City (i.e. the primary government). The Euless Development Corporation was created to promote parks, library services, and economic development. The Crime Control District was created to proactively combat crime. Additional information on these component units can be found in Note 1 in the notes to the financial statements. The City of Euless provides to its citizens a full range of services that have proven to be necessary and meaningful. Major services provided under general government and enterprise functions include: police and fire protection, emergency ambulance service, development and code services, construction and maintenance of streets and highways, park and recreational facilities, water and sewer services, and library services. The City also offers a top ranked 18-hole golf course and conference centre facility, an adult softball facility and a youth athletic complex. Internal services of the City, accounted for on a cost reimbursement basis, are risk management, equipment replacement, and employee health and dental coverage. iii The City’s accounting records for general governmental operations are maintained on a modified accrual basis, with the revenues being recorded when available and measurable, and expenditures being recorded when the services or goods are received and the liabilities are incurred. Accounting records for the City’s utilities and other proprietary activities are maintained on a full accrual basis. In developing and maintaining the City’s accounting system, consideration is given to the adequacy of the internal control structure. Internal accounting controls are designed to provide reasonable, but not absolute, assurance regarding: (1) the safeguarding of assets against loss from unauthorized use, and (2) the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognizes that: (1) the cost of a control should not exceed the benefits likely to be derived from it; and (2) the evaluation of costs and benefits requires estimates and judgments by management. All internal control evaluations occur within the above framework. We believe that the City’s internal accounting controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions. The annual budget serves as the foundation for the City of Euless’ financial planning and control. According to the City Charter, the City Manager provides the City Council a budget by August 1st each year. The budget is filed with the City Secretary and open for public inspection. Upon receipt of the budget, the Council sets a date for a public hearing at which time interested citizens may express their opinion regarding the proposed budget. The charter requires the Council to adopt the budget by a favorable majority vote at least ten (10) days prior to the beginning of the next fiscal year. The City Manager is authorized to transfer budgeted amounts between line items and departments within any fund; however, any revisions that alter the total expenditure of any fund must be approved by the City Council. Budgetary control has been established at the individual fund level. Financial reports are produced showing budget to actual expenditures by line item and are distributed monthly to City departments and divisional management for review. Individual line items are reviewed and analyzed for budgetary compliance. Personnel expenditures are monitored and controlled at a position level and capital expenditures are monitored and controlled item by item. Revenue budgets are reviewed monthly. Economic Condition The information presented in the financial statements is perhaps best understood when it is considered from the broader perspective of the specific environment within which the City of Euless operates. The City of Euless is located in the heart of the Dallas/Fort Worth (“DFW”) Metroplex and adjacent to the Dallas/Fort Worth (“DFW”) International Airport. Thus, the iv economic vitality of the region significantly impacts the economic health of Euless. DFW is the world’s third-busiest airport offering nearly 950 flights per day and serving 60 million passengers a year. (SOURCE: DFW website www.dfwairport.com). DFW’s strategic central location and diverse economy are major factors in businesses relocating to the area making it one of the fastest-growing economic regions in the country. In addition, Tarrant County is one of the fastest growing counties in Texas with northeast Tarrant County leading the way. DFW is the largest metropolitan area in Texas and has sustained tremendous growth during the past decade. DFW International Airport provides in excess of 305,000 jobs and $16.6 billion annually to the regional economy (SOURCE: DFW website www.dfwairport.com, DFW Airport 2007 Comprehensive Annual Financial Report). DFW has a highly-diversified economy with more than 128,000 businesses, 1,500 regional and corporate headquarters, 24 Fortune 500 Companies, and a total workforce for the metroplex topping 2.9 million. The region’s diverse economy has helped it weather economic downturns in key sectors. (U.S. Census Bureau County Business Patterns) The Alliance Texas development in North Fort Worth is a 17,000-acre master-planned, mixed-use community which is home to 200 companies, 28,000 employees, 6,700 single- family homes, and is anchored by the inland port known as the Alliance Global Logistics Hub. Fort Worth’s Alliance Airport is the first purely industrial airport in the Western Hemisphere and is the cornerstone for the nation’s fastest growing industrial complex. This area offers a variety of commercial real estate options, industrial space, office space and retail and has contributed over $33.8 billion to the local economy (SOURCE: Alliance website www.allianceairport.com, Alliance Texas Facts). Taxable value for all residential and commercial property in the City of Euless was approximately $2.6 billion for fiscal year 2008, which is a 6.6% increase over the prior year. Sales tax collections increased during FY2008 with some development opportunities still available that would improve our retail shopping opportunities. Recent turmoil in the housing and financial markets has many cities in the region looking for ways to cut costs while still providing the same excellent service that citizens have come to expect. Euless will continue to look for additional revenue opportunities in order to minimize the tax burden to citizens and will strive to cut costs, without impacting service. The City also receives a significant amount of revenue from a consolidated rental car facility at DFW Airport. The City Council has chosen to utilize this funding source to build reserves and to cash flow capital projects in lieu of debt issuance. Doing so has allowed the City to refrain from becoming overly dependent on a volatile resource while providing needed improvements for citizens. The City of Euless has approximately 1,141 acres of undeveloped land outside of DFW airport and another 1,700 developable acres within DFW Airport. Infrastructure v improvements are underway on a major commercial tract within the City that will add approximately 1,200,000 square feet of commercial/retail development upon completion. Euless is pleased that State Highway 360, which lies on the eastern border of the City, has been expanded. This provides greater access for undeveloped areas along this highway. Also, the construction of the new Dallas Cowboys Stadium in Tarrant County, with close proximity to Euless, is expected to bring additional tourism to the City. The City of Euless continues to seek new development and redevelopment opportunities. During the past few years, Euless has realized new commercial, industrial, residential, and multi-family developments. The City of Euless continues to focus on bringing quality sustainable development to the area. The City also benefits from a well educated workforce, with approximately 80% of graduating seniors in the Hurst-Euless-Bedford School District pursuing further education. In addition, Euless’ median household income of $55,763 (source: Claritas Site Reports) compares favorably to $51,813 for Tarrant County and $44,922 for the State of Texas. Long-Term Financial Planning The City of Euless has developed a comprehensive capital improvements document as well as a multi-year financial plan. Such strategic planning has allowed the City Council to fund several major infrastructure upgrades, park enhancements and capital purchases in a systematic manner with full consideration of the impact to the operating budget and tax requirements. Many of these projects have been completed on a pay-as-you-go basis by utilizing operating revenues, excess reserves, and rental car taxes, therefore avoiding the issuance of additional debt. Major Initiatives The City entered into an agreement with Acme Brick to ensure the retention of its sales and administrative facility within the City of Euless. Agreement was also reached with Redi-Mix Concrete to construct a new regional corporate headquarters facility that will allow for expansion of its current operation. Additionally, the City welcomed the development of two new quality hotels and several new retail sites which were located on vacant tracts adjoining some of its most heavily traveled thoroughfares. The City has partnered with Tarrant County, local churches, and local businesses to renovate qualifying homes in the community through the Tarrant County Home Program and the Euless Revitalization Program. In addition, the city created a redevelopment initiative which is designed to enhance development and promote redevelopment throughout the community. The City is working with a developer on a major mixed use center located along the southwest corner of Glade Road and Highway 121. This center should provide vi approximately 1.2 million square feet of retail/office as well as a unique residential component. The City expects the sales tax benefit from this center to be significant. Infrastructure improvements at this location are currently underway, with the remaining construction to begin in the fall of 2009. During the fiscal year, the City continued to make improvements to drainage channels, completed the reconstruction of Glade Road through an inter-local agreement with the City of Grapevine; completed the renovation and expansion of the Library to include additional office space, study rooms and a new local history and genealogy room; began construction for the expansion and remodel of the Texas Star Conference Centre; and replaced several water and wastewater mains throughout the city. All of these projects were funded from cash reserves and did not require any debt issuance. The City’s updated Facility Master Plan addresses many future needs including a new senior citizen facility, a fire training facility, and renovation of several existing city facilities. In addition, the Parks Master Plan focuses on the health and well-being of the community and includes additional hike/bike trails, park amenities and upgrades, and additional aquatic features for citizens of every age. The city expects to begin design of the senior citizen facility during the 2009 fiscal year. Awards and Acknowledgements The Government Finance Officers Association (“GFOA”) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Euless for its Comprehensive Annual Financial Report (“CAFR”) for the fiscal year ended September 30, 2007. The Certificate of Achievement is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government financial reports. In order to be awarded a Certificate of Achievement, a government unit must publish an easily readable and efficiently organized comprehensive annual financial report (“CAFR”), whose contents conform to program standards. Such report must satisfy both Generally Accepted Accounting Principals (“GAAP”) and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. This was the 21st consecutive year that the City has received this prestigious award. We believe that our current CAFR continues to conform to the Certificate of Achievement program requirements and are submitting it to the GFOA for review. In addition, the City of Euless also received the GFOA’s Distinguished Budget Presentation Award for its annual budget document. The City of Euless has received the distinguished budget award for the last 17 years. In order to qualify for the Distinguished Budget Presentation Award, the City’s budget document was judged to be proficient in several categories, including a policy document, a financial plan, an operations guide, and a communications device. vii The preparation of this report on a timely basis could not have been accomplished without the efficient and dedicated services of the entire staff of the Finance Department. Appreciation is expressed to City employees throughout the organization, especially those employees who were instrumental in the successful completion of this report. We would like to thank the Mayor and members of the City Council for their interest and support in planning and conducting the financial operations of the City in a responsible, professional, and progressive manner. Respectfully Submitted, Gary McKamie City Manager Loretta Getchell Deputy City Manager Vicki Rodriquez Director of Finance viii ix x FINANCIAL SECTION OFFICES IN DALLAS FORT WORTH HOUSTON 1 WWW.WEAVERANDTIDWELL.COM AN INDEPENDENT MEMBER OF BAKER TILLY INTERNATIONAL WE AVE R TIDWELLAND L .L .P. Certified Public Accountants and Consultants INDEPENDENT AUDITOR’S REPORT To the Honorable Mayor, City Council and City Manager City of Euless, Texas We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Euless, Texas as of and for the year ended September 30, 2008, which collectively comprise the City’s basic financial statements as listed in the table of contents. These financial statements are the responsibility of the City’s management. Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Euless, Texas as of September 30, 2008, and the respective changes in financial position and cash flows, where applicable, thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America. The management’s discussion and analysis, the analysis of funding progress and budgetary comparison information on pages 3 through 13 and 52 through 56, are not a required part of the basic financial statements but are supplementary information required by accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods of measurement and presentation of the supplementary information. However, we did not audit the information and express no opinion on it. City of Euless, Texas Page 2 2 Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The introductory section, combining and individual nonmajor fund financial statements, schedules and statistical tables are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual nonmajor fund financial statements and schedules have been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, are fairly stated in all material respects in relation to the basic financial statements taken as a whole. The introductory section and statistical tables have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we express no opinion on them. WEAVER AND TIDWELL, L.L.P. Fort W orth, Texas January 27, 2009 3 CITY OF EULESS, TEXAS Management’s Discussion and Analysis For the Year Ended September 30, 2008 (Unaudited) Management of the City of Euless offers the readers of the City’s financial statements this narrative overview and analysis of the financial activities and financial position of the City for the fiscal year ended September 30, 2008. In the broadest context, the financial well being of a government lies in the underlying wealth and willingness of its citizens and property owners to pay adequate taxes combined with the vision of the government’s elected and appointed leadership to spend those taxes strategically so that the city’s tax base, service levels, city assets, and the city’s desirability will be maintained not just for the current year but well into the future. Financial reporting is limited in its ability to provide the “big picture” but rather focuses on financial position and changes in financial position. In other words, are revenues and/or expenditures higher or lower than the previous year? Have net assets (containing both short and long term assets and liabilities) or fund balances (the current “spendable” assets less current liabilities”) of the government been maintained? Readers are encouraged to consider the information presented here in conjunction with the additional information furnished in the letter of transmittal, (pages i-vii of this report) and the statistical section (pages 80-99 of this report) as well as information on the annual budget, the capital improvement plan, and other community information found on the city’s website at www.ci.euless.tx.us . It should be noted that the Independent Auditor’s Report describes the auditors’ association with the various sections of this report and that all of the additional information from the website and other city sources are unaudited. Financial Highlights • The assets of the City of Euless exceeded its liabilities at the close of the most recent fiscal year by $162,711,090 (Net assets). This number must be viewed in the context that the vast majority of the City’s net assets of $125,332,229 (77.0%) are capital assets and that most capital assets in government do not directly generate revenue nor can they be sold to generate liquid capital. Those net assets restricted for specific purposes totaled $1,813,871 (1.1%). The remaining $35,564,990 (21.9%) are unrestricted net assets and may be used to meet the government’s ongoing obligations to citizens and creditors in accordance with the City’s fund designation and fiscal policies. Unrestricted net assets decreased by $7,961,391 in fiscal year 2008. The decrease in unrestricted net assets is related to the City’s continued effort to utilize excess (unrestricted) reserves to fund capital improvement projects on a pay- as-you-go basis, rather than issuing long-term debt. The increase in capital assets in both the governmental and business-type activities reflects such. • As of the close of the current fiscal year, the City of Euless’ governmental funds reported combined ending fund balances of $29,039,440, a decrease of $1,399,939 in comparison with the prior year. Within this total, $1,967,502 is reserved for debt service, $12,974,920 is restricted by bond covenant or designated by management or council to be used for capital expenses, and $5,741,072 in the special revenue funds includes grant and other spending restrictions. The remaining $8,355,946 is unreserved fund balance in the General Fund and can be used for any lawful purpose. This fund balance represents 28% of total general fund expenditures. 4 • The City’s total capital assets increased by $6,479,680 which is primarily attributed to the acquisition or construction of land, infrastructure, equipment and construction in progress. • The City’s bonds payable decreased by $3,890,000 or 5.9%, due to the scheduled repayment of principal on outstanding bonded debt. The City did not issue any new bonded debt during the fiscal year. OVERVIEW OF THE FINANCIAL STATEMENTS The discussion and analysis are intended to serve as an introduction to the City of Euless’ basic financial statements. The City’s basic financial statements are comprised of three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other required supplementary information in addition to the basic financial statements themselves. Government-wide Financial Statements. The government-wide financial statements are designed to provide readers with a broad overview of the City of Euless’ finances, in a manner similar to a private-sector business. The statement of net assets presents information on all of the City of Euless’ assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the City of Euless is improving or deteriorating. The statement of activities presents information showing how the City’s net assets changed during the fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g., uncollected taxes and earned, but unused compensated absences). Both of the government-wide financial statements distinguish between functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the City include general government and administration, public safety, highways and streets, development, and culture and recreation. The business-type activities of the City include water and sewer system, drainage system, golf course, and other recreational activities. The government-wide financial statements include not only the City of Euless itself (known as the primary government), but also includes the Euless Development Corporation and the Crime Control and Prevention District, which are legally separate entities that are financially accountable to the City. A blended presentation has been used to report the financial information of these component units. The government-wide financial statements can be found on pages 14-15 of this report. 5 Fund Financial Statements. A fund is a self-balancing set of accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City of Euless, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental Funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements with the exclusion of internal service fund activity. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near-term financing requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, the reader may better understand the long-term impact of the government’s near- term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains 18 individual governmental funds. Information is presented separately in the governmental funds balance sheet and in the governmental funds statement of revenues, expenditures, and changes in fund balances for the General, Debt Service, Street CIP, and Car Rental Tax funds, all of which are considered to be major funds. Data from the other 14 governmental funds are combined into a single, aggregate presentation. Individual fund data for each of these non-major governmental funds is provided in the form of combining statements elsewhere in this report. The City adopts an annual appropriated budget for its General Fund and Car Rental Tax fund. A budgetary comparison statement has been provided for both funds to demonstrate compliance with this budget. The basic governmental fund financial statements can be found on pages 16-19 of this report. Proprietary funds. The City maintains two different types of proprietary funds. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City uses enterprise funds to account for its water and sewer, drainage, golf, and several other recreational activities. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City’s various functions. The City uses internal service funds to account for its equipment replacement, risk management, and health insurance services. Because these services predominately benefit governmental rather than business-type functions, a portion of the activities in these funds are included within governmental activities in the government-wide financial statements. 6 Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for Water and Sewer, Drainage, and Golf, all of which are considered to be major funds of the city. Data from the other recreational activities are combined into a single, aggregate presentation. Individual data for each of these non-major enterprise funds is provided in the form of combining statements elsewhere in this report. The internal service funds are combined into a single, aggregate presentation in the proprietary fund financial statements. Individual data for the internal service funds is provided in the form of combining statements elsewhere in this report. The basic proprietary fund financial statements can be found on pages 20-24 of this report. Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary funds are not reflected in the government-wide financial statements because the resources of those funds are not available to support the City’s own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The basic fiduciary fund financial statements can be found on page 25 of this report. Notes to the financial statements. The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes to the financial statements can be found on pages 26-51 of this report. Other information. In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information concerning the City’s progress in funding its obligation to provide pension benefits to its employees. Additionally, schedules comparing budgetary figures and actual results of the General Fund and the Car Rental Tax Fund are also located in this section of the report. Required supplementary information can be found on page 52-56 of this report. The combining statements referred to earlier in connection with non-major governmental funds, non-major proprietary funds and internal service funds are presented immediately following the required supplementary information on pensions and budgetary comparisons. Combining and individual fund statements and schedules can be found on pages 57-79 of this report. Government-wide Financial Analysis As noted earlier, net assets and especially net assets by category may serve over time as a useful indicator of a government’s financial position. In the case of the City of Euless, assets exceeded liabilities by $162,711,090 as of September 30, 2008. The largest portion of the City’s net assets (77.0%) reflects its investment in capital assets (i.e., land, building, equipment, improvements, construction in progress, and infrastructure), less any debt used to acquire those assets that is still outstanding. The City uses these capital assets to provide services to citizens; consequently these assets are not available for future spending and with exception of business-type assets, do not generate direct revenue for the city. They do represent, however, an obligation on the part of the city to maintain these assets into the future. 7 Although the City’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. An additional portion of the City’s net assets (1.1%) represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net assets of $35,564,990 (21.9%) may be used to meet the government’s ongoing obligations to citizens, creditors, and employees. As of September 30, 2008, the City is able to report positive balances in all three categories of net assets, for the government as a whole, as well as for its separate governmental and business- type activities. The same situation held true for fiscal year 2007. City of Euless’ Net Assets Governmental Business-type activities activities Total 2008 2007 2008 2007 2008 2007 Current and other assets 47,474,383$ 49,854,760$ 20,348,914$ 20,055,112$ 67,823,297$ 69,909,872$ Capital assets 105,692,237 100,348,487 66,032,624 64,876,694 171,724,861 165,225,181 Total assets 153,166,620 150,203,247 86,381,538 84,931,806 239,548,158 235,135,053 Long-term liabilities 44,080,186 46,807,102 12,999,001 13,749,270 57,079,187 60,556,372 Other liabilities 15,431,232 16,314,195 4,326,649 4,573,868 19,757,881 20,888,063 Total liab ilities 59,511,418 63,121,297 17,325,650 18,323,138 76,837,068 81,444,435 Net assets: Invested in capital assets, net of debt 73,176,978 58,251,542 52,155,251 50,186,697 125,332,229 108,438,239 Restricted 1,813,871 1,725,998 - - 1,813,871 1,725,998 Unrestricted 18,664,353 27,104,410 16,900,637 16,421,971 35,564,990 43,526,381 Total net assets 93,655,202$ 87,081,950$ 69,055,888$ 66,608,668$ 162,711,090$ 153,690,618$ The City’s total net assets increased $9,020,472 during the current fiscal year. This increase is attributed to the change in capital assets which includes land, buildings, and infrastructure assets. 8 City of Euless’ Changes in Net Assets Revenues: Program revenues: Fees, fines and c harges for services 8,306,639$ 6,584,474$ 22,234,401$ 19,894,312$ 30,541,040$ 26,478,786$ Operating grants and contributions 486,862 411,857 - - 486,862 411,857 Capital grants and contributions 1,885,266 2,199,106 3,465,259 1,012,919 5,350,525 3,212,025 General revenues:- - Property taxes 12,231,294 12,343,359 - - 12,231,294 12,343,359 Sales taxes 14,319,938 13,990,652 - - 14,319,938 13,990,652 Other taxes 16,968,392 16,903,694 - - 16,968,392 16,903,694 Investment income 1,727,542 2,031,580 726,385 1,023,865 2,453,927 3,055,445 Impact fees - - 252,045 253,786 252,045 253,786 Gain (loss) on sale of assets 71,143 74,163 - 277,004 71,143 351,167 Miscellaneous - - 10,406 224,001 10,406 224,001 Total revenues 55,997,076 54,538,885 26,688,496 22,685,887 82,685,572 77,224,772 Expenses: Culture and recreation 4,862,749 5,002,569 - - 4,862,749 5,002,569 Development services 1,420,477 1,487,102 - - 1,420,477 1,487,102 General government 17,733,714 16,495,449 - - 17,733,714 16,495,449 Highways and streets 2,534,856 2,206,697 - - 2,534,856 2,206,697 Public safety 18,708,849 17,047,334 - - 18,708,849 17,047,334 Interest on long-term debt 3,151,039 2,664,658 - - 3,151,039 2,664,658 Water & sewer - - 17,501,930 15,418,299 17,501,930 15,418,299 Drainage utility - - 932,986 1,059,272 932,986 1,059,272 Golf course - - 4,598,840 4,250,866 4,598,840 4,250,866 Other enterprise funds - - 2,219,660 2,109,291 2,219,660 2,109,291 Total expenses 48,411,684 44,903,809 25,253,416 22,837,728 73,665,100 67,741,537 Increase (decrease) in net assets before transfers 7,585,392 9,635,076 1,435,080 (151,841) 9,020,472 9,483,235 Transfers (1,012,140) 617,418 1,012,140 (617,418) - - Increase (decrease) in net assets 6,573,252 10,252,494 2,447,220 (769,259) 9,020,472 9,483,235 Net assets, beginning 87,081,950 76,829,456 66,608,668 67,377,927 153,690,618 144,207,383 Net asset, ending 93,655,202$ 87,081,950$ 69,055,888$ 66,608,668$ 162,711,090$ 153,690,618$ Governmental activities. Governmental activities increased the City’s net assets by $6,573,252 thereby accounting for 73% of the total growth in net assets. Key elements of this increase are as follows: • Fees, fines and charges for service of over $8.3 million were recorded in fiscal year 2008. This revenue source includes jail revenue pertaining to the housing of detainees for Immigration and Customs Enforcement, municipal court fines and fees, and ambulance service charges. 9 • Operating and capital grants and contributions comprised 4.24% of the City’s revenue stream. The North Central Texas Council of Government Clean Fleet grant and developers contributions are recorded in this revenue category. • Sales tax collections reached an all time record high of $14,319,938 in the current fiscal year. Sales tax is a major revenue source for the City and equates to over 25% of total revenues. Although the city’s sales tax rate remained unchanged, sales tax collections increased due to new businesses and expansion of existing businesses. • Investment income of nearly $1.73 million was earned on governmental investments during the fiscal year. The weighted average portfolio yield declined during the fiscal year, but remained above benchmark rates due to the holding of longer-term securities at higher interest rates. • Salary increases and associated benefit costs resulted in growth in expenses of $1.8 million. These expenses account for 51% of total governmental expenses. • New development and additional sales tax receipts resulted in increased rebate payments of nearly $1,000,000 per the terms of the incentive agreements. • The completion of infrastructure and the acquisition of capital assets resulted in increased depreciation expenses of roughly $278,000. • Insurance claims and services increased by over $400,000 from fiscal year 2007 to fiscal year 2008. • Electric service costs rose by nearly 17% during the year resulting in governmental cost increases of over $100,000. • The net assets of general governmental operations accounts for 58% of total net assets. Business-type activities. Business-type activities increased the City’s net assets by $2,447,220 accounting for 27% of the total growth in net assets. Key elements of this increase are as follows: • Water and sewer revenues increased $2,118,742 due to an increase in total consumption and an increase in rates. • Recreation enterprise revenues totaled $5,723,467 which represents 23% of total business-type activity revenues. • Water purchases and wastewater treatment services provided by Trinity River Authority increased expenses by $686,793. • Salary increases and associated benefit costs resulted in growth in expenses of $342,843. These expenses account for 24% of total business-type expenses. • Non-capital equipment purchases including water meters and transponders totaled $331,875. • The Golf Course transferred $721,548 to the equipment replacement fund for future equipment purchases. • Net assets for business-type activities represents 42% of combined net assets. 10 Expenses and Program Revenues Governmental Activities Business-Type Activities Financial Analysis of the Government’s Funds As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental funds. The focus of the City’s governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City’s financing requirements. In particular, unreserved fund balance may serve as a useful measure of a City’s net resources available for spending at the end of the fiscal year. At the end of the current fiscal year, the City of Euless’ governmental funds reported combined ending fund balances of $29,039,440, a decrease of $1,399,939 in comparison with the prior year. Approximately 86% constitutes unreserved fund balance, which is available for spending at the government’s discretion. This portion includes both designated and undesignated, unreserved fund balance. The remainder is reserved to indicate that it is not available for new spending because it has already been committed 1) to pay debt service ($1,967,502), 2) to pay for specific capital improvements per development agreements ($1,671,038), and 3) for a variety of other restricted purposes ($363,263). In the General Fund, the City budgeted for a decrease in fund balance (planned reduction) of $3,644,031, due primarily to the anticipated purchase of capital items on a pay-as-you-go financing basis. Due to positive budget variances in both revenues and expenditures, the actual fund balance for fiscal year 2008 only decreased by $2,269,477. The Debt Service fund balance increased $73,609 due to property tax collections. Street CIP fund balance decreased $615,850 due to infrastructure improvements on several major thoroughfares. The Car Rental Tax fund balance was budgeted to decrease $3,721,309. However, this fund ended the year with an additional drawdown of $346,786 due to decreased revenues. $0 $4,000,000 $8,000,000 $12,000,000 $16,000,000 $20,000,000 G&A Culture &  Rec Dev Srvcs Streets Public  Safety Int on  debt Expenses Program Revenues $0 $4,000,000 $8,000,000 $12,000,000 $16,000,000 $20,000,000 Water Drainage Golf Other Expenses Program Revenues 11 Proprietary funds. The City’s proprietary fund statements provide the same type of information found in the government-wide financial statements for business-type activities, but in more detail. Unrestricted net assets of the proprietary funds at the close of the fiscal year are: Water and Sewer fund $11,157,252, Drainage Utility fund $1,945,638, Golf Course $419,388, and all non- major recreation enterprise funds combined $1,519,259. The Water and Sewer fund and the non- major recreation enterprises experienced decreases in unrestricted net assets as a result of an increase in the amount invested in capital assets. These asset additions were acquired on a pay- as-you-go basis. Unrestricted net assets for Drainage Utility and Golf Course funds increased $438,307 and $141,487, respectively. Capital Asset and Debt Administration Capital assets. The City’s investment in capital assets for its governmental and business type activities as of September 30, 2008, totaled $171,704,861 (net of accumulated depreciation). The investment in capital assets includes land, buildings, improvements, machinery and equipment, infrastructure and construction in progress. The total increase in the City’s investment in capital assets for the current fiscal year was $6,479,680 or 3.9%. Major capital asset events occurring during the current fiscal year included the following: • Developers contributed $758,308 in land; $1,126,958 in streets and sidewalks; $507,381 and $516,696 in wastewater and water infrastructure, respectively; and $888,647 in drainage infrastructure. • Completion of the Midway Park Trail System at a total cost of $190,472 was added to the park system. • Completion of several street projects at a total cost of $487,039 which included Main Street, South Pipeline Road, Dickey Drive, Huitt Street, and Huntington Drive. • Miscellaneous street overlay, sidewalks, and park projects located throughout the city were also completed at a total cost of $580,754. • Construction-in-progress additions related to general government operations of $3,704,472 primarily consisted of Glade Road ($1,051,186), the conference center expansion ($2,081,623), the library expansion ($298,525), and various other smaller projects. • Capital asset additions for governmental operations include, but are not limited to, police equipment, the automated voicemail network, and the security system at the new public works facility. • Construction-in-progress additions related to business-type operations totaled $335,000 and consisted primarily of water and wastewater line replacements for $305,000, and drainage infrastructure improvements at $30,000. • Completion of $1,819,064 in wastewater infrastructure including line repairs at Midway Park North, Cedar Hill, Ector Drive, Carr Park/SH10, and Little Bear Creek. • Completion of the Cannon Drive and Canyon Ridge water line repairs added $301,187 to the water system. 12 • Capital asset additions for business operations include, but are not limited to, a motor for the Main Street well, a chemical building, fuel dispensing equipment, and landscaping equipment. City of Euless’ Capital Assets (Net of Accumulated Depreciation) activities activities Total 2008 2007 2008 2007 2008 2007 Land 25,865,466$ 24,068,687$ 3,121,072$ 2,776,602$ 28,986,538$ 26,845,289$ Buildings 30,452,984 31,645,850 2,756,684 2,831,331 33,209,668 34,477,181 Other improvements 2,702,688 2,566,992 11,798,738 28,978,511 14,501,426 31,545,503 M&E 4,658,054 3,788,247 845,291 695,270 5,503,345 4,483,517 Infrastructure 36,357,650 35,996,628 47,064,299 27,897,210 83,421,949 63,893,838 Construction in Progress 5,655,395 2,282,082 426,544 1,697,771 6,081,939 3,979,853 Total 105,692,237$ 100,348,486$ 66,012,628$ 64,876,695$ 171,704,865$ 165,225,181$ Business-typeGovernmental During the fiscal year, the City’s storm-water drainage system was reclassified from other improvements to infrastructure assets to properly reflect the asset classification. Additional information on the City’s capital assets can be found in note 3 on pages 37-38 of this report. Long-term debt. At the end of the current fiscal year, the City had total bonded debt outstanding of $59,416,665. Of this amount, $48,781,665 comprises debt backed by the full faith and credit of the government. The remainder of the City’s debt, $10,635,000, represents bonds secured solely by specific revenue sources (i.e. revenue bonds). City of Euless’ Outstanding Debt activities activities Total 200820072008200720082007 GO Bonds $25,985,000 $27,350,000 $10,105,000 $10,560,000 $36,090,000 $37,910,000 CO's 14,575,000 15,555,000 - - 14,575,000 15,555,000 Revenue Bonds 5,875,000 6,540,000 4,760,000 5,185,000 10,635,000 11,725,000 Deferred Loss (1,032,256) (1,121,968) (851,079) (902,707) (1,883,335) (2,024,675) Total $45,402,744 $48,323,032 $14,013,921 $14,842,293 $59,416,665 $63,165,325 Governmental Business-type The City’s total debt decreased $3,890,000 or 5.9% during fiscal year 2008. This decrease is primarily attributed to scheduled annual principal payments. The City has an “A1” rating from Moody’s and an “AA-” rating from Standard & Poor’s for general obligation debt and revenue bonds. Additional information on the City’s long-term debt can be found in Note 4 on pages 39-44. 13 Economic Factors and Next Year’s Budgets and Rates In the fiscal year 2008-09 budget, General Fund revenues and transfers are budgeted to increase by 4% from the 2007-08 budget year with property taxes making up about 31% of budgeted revenues and sales tax making up about 32% of budgeted revenues. Certified assessed valuations as of September 1, 2008, increased 4.95% over the preceding year. As of September 30, 2008, the City’s unemployment rate is 4.5% compared to the State of Texas, which is 4.7%. In the FY2008-09 budget, sales tax receipts are projected to have an increase due to the opening of additional businesses at the Shops at Vineyard Villages which is located along Glade Road and State Highway 121. The car rental tax receipts are projected to decrease slightly due to a slowdown in the travel industry. Baseline budgeted expenditures in the General Fund are projected to increase approximately 4% over FY2007-08. This increase is primarily attributed to the employees’ pay plan and associated benefits, economic development incentive rebates, increased maintenance costs, and increased transfers for equipment replacement. Departments were asked to hold increases in operating expenses to a minimum in order to fund the employee salary and benefit package. The City elected to increase its current level of funding for street maintenance and construction and pay- as-you-go capital replacements due to the importance placed on these items. The tax rate remained at .4700¢ per $100 of assessed value for fiscal year 2009. The FY2008-09 budget anticipated a water rate increase of 14¢ and a wastewater rate increase of 22¢ due to increased production, distribution, and treatment costs incurred by the City and Trinity River Authority (“TRA”). The City budgeted to continue its pay-as-you-go capital program in the Water and Sewer fund which includes approximately $1,000,000 of infrastructure improvements. The Texas Star Golf Course revenues and rounds are budgeted to remain flat as compared to prior year budget. Texas Star continues to see strong golf play and conference centre bookings, however increases in costs of goods, fuel, and utilities, combined with the general slowdown in the economy continue to present challenges for this operation. With the anticipated completion of the conference centre renovation and expansion, management expects additional booking opportunities with the ability to accommodate larger groups. Request for Information The financial report is designed to provide citizens, customers, investors and creditors with a general overview of the City’s finances. If you have questions about this report or need additional information, contact the Finance Department, Attn: Vicki Rodriquez, Director of Finance, at 201 N. Ector Drive, Euless, Texas 76039, call (817) 685-1626, or e-mail vrodriquez@ci.euless.tx.us. CITY OF EULESS, TEXAS GOVERNMENT-WIDE STATEMENT OF NET ASSETS SEPTEMBER 30, 2008 The Notes to the Basic Financial Statements are an integral part of these statements. 14 Primary Government Governmental Business-type Activities Activities Total Deposits and investments 42,348,644$ 12,358,333$ 54,706,977$ Receivables (net of allowances for uncollectibles)6,674,615 2,397,303 9,071,918 Internal balances (1,859,100) 1,859,100 - Inventories, at cost 11,646 248,137 259,783 Prepaid Items 36,659 35,426 72,085 Restricted assets Investments - 3,270,453 3,270,453 Deferred charges 261,919 200,162 462,081 Capital assets Land and construction in progress 31,520,861 3,547,612 35,068,473 Other capital assets, net of accumulated depreciation 74,171,376 62,465,012 136,636,388 Total assets and other debits 153,166,620 86,381,538 239,548,158 Accounts payable 11,686,256 1,592,567 13,278,823 Accrued liabilities 325,291 318,807 644,098 Accrued interest payable 333,382 88,014 421,396 Deferred revenue - 83,333 83,333 Money held in escrow - 1,385,556 1,385,556 Noncurrent liabilities: Due within one year 3,086,303 858,372 3,944,675 Due in more than one year 44,080,186 12,999,001 57,079,187 Total liabilities 59,511,418 17,325,650 76,837,068 Invested in capital assets, net of related debt 73,176,978 52,155,251 125,332,229 Restricted for debt service 1,813,871 - 1,813,871 Unrestricted 18,664,353 16,900,637 35,564,990 Total net assets 93,655,202$ 69,055,888$ 162,711,090$ ASSETS LIABILITIES AND NET ASSETS LIABILITIES NET ASSETS CITY OF EULESS, TEXAS GOVERNMENT-WIDE STATEMENT OF ACTIVITIES YEAR ENDED SEPTEMBER 30, 2008 The Notes to the Basic Financial Statements are an integral part of these statements. Primary GovernmentFees, Fines Operating Capital Business - and ChargesGrants andGrants andGovernmentalTypeProgram ActivitiesExpensesfor ServicesContributionsContributionsActivitiesActivitiesTotalPrimary governmentGovernmental ActivitiesCulture and recreation4,862,749$ 65,349$ 19,082$ -$ (4,778,318)$ -$ (4,778,318)$ Development services1,420,477688,348 - - (732,129) - (732,129) General and administrative17,733,7141,391,437 24,154 - (16,318,123) - (16,318,123) Highways and streets2,534,856722,334 1,481 1,885,266 74,225 - 74,225 Public safety18,708,8495,439,171 442,145 - (12,827,533) - (12,827,533) Interest on long-term debt3,151,039- - - (3,151,039) - (3,151,039) Total governmental activities48,411,684 8,306,639 486,862 1,885,266 (37,732,917) - (37,732,917) Business-type activitiesWater & sewer16,462,599 15,849,209 - 1,294,953 - 681,563 681,563 Drainage utility932,771 661,725 - 888,647 - 617,601 617,601 Golf4,421,256 3,904,008 - - - (517,248) (517,248) Other recreation enterprises2,155,131 1,819,459 - - - (335,672) (335,672) Total business-type activities23,971,757 22,234,401 - 2,183,600 - 446,244 446,244 Total primary government72,383,441$ 30,541,040$ 486,862$ 4,068,866$ (37,732,917)$ 446,244$ (37,286,673)$ GENERAL REVENUESTaxesProperty taxes, levied for general purposes12,231,294$ -$ 12,231,294$ Sales taxes14,319,938 - 14,319,938 Other taxes16,968,392 - 16,968,392 Investment income1,727,542 726,385 2,453,927 Impact fees- 252,045 252,045 Gain/(Loss) on sale of assets71,143 - 71,143 Miscellaneous- 10,406 10,406 Transfers(1,012,140) 1,012,140 - Total general revenues and transfers44,306,169 2,000,976 46,307,145 Change in Net Assets6,573,252 2,447,220 9,020,472 NET ASSETS, beginning of year87,081,950 66,608,668 153,690,618 NET ASSETS, end of year93,655,202$ 69,055,888$ 162,711,090$ Net (Expense) Revenue andChanges in Net AssetsProgram Revenues15 CITY OF EULESS, TEXAS BALANCE SHEET - GOVERNMENTAL FUNDS SEPTEMBER 30, 2008 The Notes to the Basic Financial Statements are an integral part of these statements. 16 Debt Streets Car Other Total General Service CIP Rental Tax Governmental Governmental Fund Fund Fund Fund Funds Funds Deposits and investments 9,070,971$ 1,017,774$ 3,248,190$ 9,159,653$ 12,927,181$ 35,423,769$ Receivables Property taxes 364,385 174,635 - - - 539,020 Accounts receivable and unbilled revenue 2,727,755 - - 2,057,197 76,927 4,861,879 Accrued interest receivable 106,428 7,755 25,391 41,840 86,368 267,782 Due from other governments - - - - 901,766 901,766 Prepaids and deposits 22,605 - - - 14,054 36,659 Inventories, at cost 11,646 - - - - 11,646 Total assets 12,303,790$ 1,200,164$ 3,273,581$ 11,258,690$ 14,006,296$ 42,042,521$ Liabilities Accounts payable 2,075,137$ -$ 996,418$ 7,775,638$ 434,044$ 11,281,237$ Accrued salaries and wages 276,265 - - - 39,495 315,760 Deferred revenue 1,234,424 171,660 - - - 1,406,084 Total liabilities 3,585,826 171,660 996,418 7,775,638 473,539 13,003,081 Fund Balances Reserved for Debt service - 1,028,504 - - 938,998 1,967,502 Court technology 254,084 - - - - 254,084 Development agreements - - - - 1,671,038 1,671,038 Betterment 11,065 - - - - 11,065 Injured animals 5,944 - - - - 5,944 Historical preservation - - - - 1,245 1,245 9-1-1 emergency system 22,805 - - - - 22,805 Technology 13,652 - - - - 13,652 Library remodel 6,200 - - - - 6,200 Victim assistance 2,477 - - - - 2,477 Radio rebanding 45,791 - - - - 45,791 Unreserved Designated for Contingency 500,000 - - - - 500,000 Emergency 500,000 - - - - 500,000 Undesignated, reported in General fund 7,355,946 - - - - 7,355,946 Special revenue funds - - - 3,483,052 2,258,020 5,741,072 Capital projects funds - - 2,277,163 - 8,663,456 10,940,619 Total fund balances 8,717,964 1,028,504 2,277,163 3,483,052 13,532,757 29,039,440 Total liabilities and fund balances 12,303,790$ 1,200,164$ 3,273,581$ 11,258,690$ 14,006,296$ 42,042,521$ ASSETS LIABILITIES AND FUND BALANCES CITY OF EULESS, TEXAS RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET TO THE STATEMENT OF NET ASSETS SEPTEMBER 30, 2008 The Notes to the Basic Financial Statements are an integral part of these statements. 17 Total fund balances - governmental funds 29,039,440$ Capital assets used in governmental activities are not current financial resources and therefore are not reported in the governmental funds balance sheet.105,692,237 Costs associated with the issuance of governmental long term debt are expensed when incurred in the fund statements and capitalized and amortized over the life of the debt in the government-wide financial statements.261,918 Interest payable on long term debt does not require current financial resources,therefore interest payable is not reported as a liability in the governmental funds balance sheet.(333,382) Internal service funds are used by management to charge the cost of certain activities,such as insurance and fleet management,to individual funds.The assets and liabilities of the internal service funds are net of the amount allocated to business-type activities, capital assets and long term liabilities.4,755,393 Revenues earned but not available within sixty days of the year end are not recognized as revenue on the fund financial statements.1,406,084 Long-term liabilities,including bonds payable are not due and payable in the current period and therefore are not reported in the fund financial statements.(47,166,488) Net assets of governmental activities 93,655,202$ Amounts reported for governmental activities in the statement of net assets are different because: CITY OF EULESS, TEXAS STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS YEAR ENDED SEPTEMBER 30, 2008 The Notes to the Basic Financial Statements are an integral part of these statements. 18 Debt Streets Car Other Total General Service CIP Rental Tax Governmental Governmental Fund Fund Fund Fund Funds Funds Revenues General property tax 8,830,419$ 3,370,555$ - $ - $ - $ 12,200,974$ Gross receipts tax 3,901,154 - - - 234,780 4,135,934 General sales tax 9,026,534 - - - 5,293,404 14,319,938 Car rental tax - - - 12,832,458 - 12,832,458 Fines and fees 4,297,304 - - - - 4,297,304 Licenses and permits 752,421 - - - - 752,421 Investment income 488,038 50,996 127,630 392,891 453,343 1,512,898 DEA revenues - - - - 26,580 26,580 Intergovernmental 353,567 - - - - 353,567 Other revenues 435,210 975,513 650,691 - 863,159 2,924,573 Total revenues 28,084,647 4,397,064 778,321 13,225,349 6,871,266 53,356,647 Expenditures Current Culture and recreation 3,006,786 - - - 1,454,543 4,461,329 Development services 1,100,439 - - - 131,838 1,232,277 General and administrative 8,639,173 - - 8,563,983 457,452 17,660,608 Highways and streets 943,171 - - - - 943,171 Public safety 16,162,010 - - - 1,768,516 17,930,526 Debt service Principal - 2,345,000 - - 665,000 3,010,000 Interest and fiscal charges - 2,171,887 - - 266,007 2,437,894 Capital outlay and maintenance - - 1,448,387 - 4,395,254 5,843,641 Total expenditures 29,851,579 4,516,887 1,448,387 8,563,983 9,138,610 53,519,446 Excess (deficiency) of revenues over expenditures (1,766,932) (119,823) (670,066) 4,661,366 (2,267,344) (162,799) Other financing sources (uses) Transfers in 1,557,576 193,432 54,216 - 10,508,533 12,313,757 Transfers out (2,060,121) - - (8,729,461) (2,761,315) (13,550,897) Total other financing sources (uses), net (502,545) 193,432 54,216 (8,729,461) 7,747,218 (1,237,140) Net change in fund balances (2,269,477) 73,609 (615,850) (4,068,095) 5,479,874 (1,399,939) Fund balances, beginning of year 10,987,441 954,895 2,893,013 7,551,147 8,052,883 30,439,379 Fund balances, end of year 8,717,964$ 1,028,504$ 2,277,163$ 3,483,052$ 13,532,757$ 29,039,440$ CITY OF EULESS, TEXAS RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES YEAR ENDED SEPTEMBER 30, 2008 The Notes to the Basic Financial Statements are an integral part of these statements. 19 Net change in fund balances - total governmental funds (1,399,939)$ Governmental funds report capital outlays as expenditures.However,in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense.This is the amount of capital assets recorded in the current period.5,714,116 Governmental funds do not recognize assets contributed by developers. However, in the statement of activities the fair market value of those assets are recognized as revenue,then allocated over their estimated useful lives and reported as depreciation expense.1,885,266 Depreciation expense on capital assets is reported in the statement of activities but does not require the use of current financial resources. Therefore,depreciation expenses are not reported as expenditures in the governmental funds.(3,446,923) The issuance of long term debt (e.g.bonds)provides current financial resources to governmental funds,while the repayment of the principal of long-term debt cosumes the current financial resources of governmental funds.Neither transaction,however,has any effect on net assets.Also, governmental funds report the effect of issuance costs,premiums, discounts,and similar items when debt is first issued,whereas the amounts are deferred and amortized in the statement of activities.This amount is the net effect of these differences in the treatment of long-term debt and related items.2,929,613 Current year changes in the long-term liabilites for compensated absences do not require the use of current financial resources;therefore,they are not reported as expenditures in governmental funds.(150,261) Current year changes in accrued interest payables do not require the use of current financial resources;therefore,they are not reported as expenditures in governmental funds.18,497 Internal service funds are used by management to charge the costs of certain activities,such as insurance and fleet management,to individual funds.The net revenue of the internal service funds is reported with governmental activities net of amount allocated to business-type activities.703,560 Certain revenues in the government-wide statement of activities that do not provide current financial resources are not reported as revenue in the governmental funds.319,323 Change in net assets of governmental activities 6,573,252$ Amounts reported for governmental activities in the statement of activities are different because: CITY OF EULESS, TEXAS STATEMENT OF NET ASSETS - PROPRIETARY FUNDS SEPTEMBER 30, 2008 (1 of 2) The Notes to the Basic Financial Statements are an integral part of these statements. 20 Governmental Activities - Other Total Internal Water and Drainage Golf Enterprise Enterprise Service Sewer Utility Course Funds Funds Funds Current assets Deposits and investments 8,383,241$ 1,928,769$ 519,245$ 1,527,078$ 12,358,333$ 6,924,875$ Revenue bond emergency short-term investments 500,000 - - - 500,000 - Capital projects account short-term investments 2,770,453 - - - 2,770,453 - Accounts receivable and unbilled revenue less allowance for uncollectibles of $29,096 for water and sewer and $917 for drainage utility 2,145,037 70,836 35,062 9,351 2,260,286 56,404 Accrued interest receivable 116,269 6,587 8,694 5,467 137,017 47,764 Prepaids and deposits 8,135 - 11,088 16,203 35,426 - Inventory 102,184 - 95,352 50,601 248,137 - Total current assets 14,025,319 2,006,192 669,441 1,608,700 18,309,652 7,029,043 Non-current assets Bond issuance cost 194,247 148,644 144,674 34,308 521,873 - Less accumulated amortization 110,398 141,259 54,107 15,947 321,711 - Due from other funds - - - 211,000 211,000 - Net non-current assets 83,849 7,385 90,567 229,361 411,162 - Property, plant and equipment in service, at cost Land 1,528,966 314,969 692,605 584,532 3,121,072 - Building 235,472 - 3,402,783 488,275 4,126,530 - Equipment 982,300 6,400 1,476,223 243,854 2,708,777 7,047,340 Improvements 1,033,401 - 7,967,841 7,605,204 16,606,446 - Construction in progress 380,635 45,905 - - 426,540 - Utility system 55,726,112 24,440,331 - - 80,166,443 - Total property, plant and equipment in service 59,886,886 24,807,605 13,539,452 8,921,865 107,155,808 7,047,340 Less accumulated depreciation 25,963,461 7,933,819 4,603,766 2,642,138 41,143,184 4,032,096 Net property, plant and equipment in service 33,923,425 16,873,786 8,935,686 6,279,727 66,012,624 3,015,244 Total non-current assets 34,007,274 16,881,171 9,026,253 6,509,088 66,423,786 3,015,244 TOTAL ASSETS 48,032,593$ 18,887,363$ 9,695,694$ 8,117,788$ 84,733,438$ 10,044,287$ ASSETS Business - Type Activities - Enterprise Funds CITY OF EULESS, TEXAS STATEMENT OF NET ASSETS - PROPRIETARY FUNDS SEPTEMBER 30, 2008 (2 of 2) The Notes to the Basic Financial Statements are an integral part of these statements. 21 Governmental Activities - Other Total Internal Water and Drainage Golf Enterprise Enterprise Service Sewer Utility Course Funds Funds Funds Current liabilities Payable from current assets Accounts payable 1,304,449$ 53,812$ 150,972$ 83,334$ 1,592,567$ 11,913$ Accrued salaries and wages 223,841 10,794 63,551 20,621 318,807 9,531 Current portion of bonds payable - 200,000 340,000 125,000 665,000 - Accrued insurance claims - - - - - 393,106 Deferred revenue - - 82,773 560 83,333 - Due to other funds - - - - - - Current obligations payable from restricted assets Current portion of bonds payable 245,000 - - - 245,000 - Accrued interest 38,070 3,333 43,324 3,287 88,014 - Total current liabilities 1,811,360 267,939 680,620 232,802 2,992,721 414,550 Non-current liabilities Customer and escrow deposits 1,385,556 - - - 1,385,556 - Bonds payable 4,002,017 210,000 7,772,970 962,386 12,947,373 - Due to other funds - - - 211,000 211,000 - Total non-current liabilities 5,387,573 210,000 7,772,970 1,173,386 14,543,929 - Total liabilities 7,198,933 477,939 8,453,590 1,406,188 17,536,650 414,550 NET ASSETS Invested in capital assets, net of related debt 29,676,408 16,463,786 822,716 5,192,341 52,155,251 3,015,244 Unrestricted 11,157,252 1,945,638 419,388 1,519,259 15,041,537 6,614,493 Total net assets 40,833,660$ 18,409,424$ 1,242,104$ 6,711,600$ 67,196,788$ 9,629,737$ Reconciliation to government-wide statement of net assets: Adjustment to reflect the consolidation of internal service funds' activities related to enterprise funds 1,859,100 Net assets of business-type activities 69,055,888$ LIABILITIES Business - Type Activities - Enterprise Funds CITY OF EULESS, TEXAS STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET ASSETS – PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2008 The Notes to the Basic Financial Statements are an integral part of these statements. 22 Governmental Activities - Other Total Internal Water and Drainage Golf Enterprise Enterprise Service Sewer Utility Course Funds Funds Funds Operating revenues W ater service 9,370,628$ - $ - $ - $ 9,370,628$ - $ Sewer service 5,301,281 - - - 5,301,281 - Drainage fees - 661,725 - - 661,725 - Recreation fees - - - 395,720 395,720 - Insurance premiums - - - - - 4,481,993 Service fees and miscellaneous 1,177,300 - 3,904,008 1,423,739 6,505,047 766,142 Total operating revenues 15,849,209 661,725 3,904,008 1,819,459 22,234,401 5,248,135 Operating expenses General and administrative 510,611 - - - 510,611 218,413 W ater production 6,083,364 - - - 6,083,364 - W ater distribution 663,526 - - - 663,526 - Utility engineering 743,831 - - - 743,831 - Sewage collection and treatment 2,266,323 - - - 2,266,323 - Nondepartmental 2,900,348 - - - 2,900,348 - Geographic information 406,966 - - - 406,966 - Service center 1,147,675 - - - 1,147,675 - Drainage - 298,712 - - 298,712 - Recreation classes - - - 370,951 370,951 - Golf course - - 1,330,505 - 1,330,505 - Pro shop - - 560,347 - 560,347 - Food and beverage - - 1,164,536 - 1,164,536 - Conference center - - 254,171 - 254,171 - Cart operations - - 193,376 - 193,376 - Athletic complex - - - 313,135 313,135 - Softball complex - - - 1,041,406 1,041,406 - Arbor Daze - - - 64,697 64,697 - Insurance costs - - - - - 4,219,049 Depreciation 1,544,303 605,109 520,174 320,376 2,989,962 607,056 Amortization 14,757 7,385 49,084 9,262 80,488 - Total operating expenses 16,281,704 911,206 4,072,193 2,119,827 23,384,930 5,044,518 Operating income (loss)(432,495) (249,481) (168,185) (300,368) (1,150,529) 203,617 Nonoperating revenues (expenses) Impact fees 252,045 - - - 252,045 - Gain on sale of capital assets - - - - - 71,143 Investment income 517,628 74,708 79,441 54,608 726,385 214,644 Other revenue 2,526 - 7,642 238 10,406 - Interest on bonds (191,228) (21,565) (349,063) (35,304) (597,160) - Total nonoperating revenues (expenses), net 580,971 53,143 (261,980) 19,542 391,676 285,787 Income (loss) before contributions and transfers 148,476 (196,338) (430,165) (280,826) (758,853) 489,404 Developer contributed assets 1,294,953 888,647 - - 2,183,600 - Transfers in - 335,000 1,504,696 7,354 1,847,050 1,110,920 Transfers out (1,017,920) (34,636) (660,920) (7,354) (1,720,830) - Net income (loss)425,509 992,673 413,611 (280,826) 1,550,967 1,600,324 Net assets, beginning of year 40,408,151 17,416,751 828,493 6,992,426 8,029,413 Net assets, end of year 40,833,660$ 18,409,424$ 1,242,104$ 6,711,600$ 9,629,737$ Reconciliation to government-wide statement of net assets Adjustment to reflect the consolidation of internal service funds' activities related to enterprise funds 896,253 Change in net assets of business-type activities 2,447,220$ Business - Type Activities - Enterprise Funds CITY OF EULESS, TEXAS STATEMENT OF CASH FLOWS - PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2008 The Notes to the Basic Financial Statements are an integral part of these statements. 23 Governmental Activities - Other Total Internal Water and Drainage Golf Enterprise Enterprise Service Sewer Utility Course Funds Funds Funds OPERATING ACTIVITIES Cash received from customers 15,939,451$ 675,001$ 4,008,122$ 1,823,976$ 22,446,550$ 5,276,644$ Cash payments to suppliers for goods and services (11,132,038) (243,588) (1,942,473) (1,274,644) (14,592,743) (3,942,187) Cash payments to employees for services (3,618,301) (139,020) (1,572,448) (491,710) (5,821,479) (101,538) Cash payments from (to) other funds for services 232,565 - (1,889,040) - (1,656,475) - Net cash provided by (used in) operating activities 1,421,677 292,393 (1,395,839) 57,622 375,853 1,232,919 NONCAPITAL FINANCING ACTIVITIES Transfer in - 335,000 1,504,696 7,354 1,847,050 1,110,920 Transfer out (1,017,920) (34,636) (660,920) (7,354) (1,720,830) - Net cash provided by (used in) noncapital financing activities (1,017,920) 300,364 843,776 - 126,220 1,110,920 CAPITAL AND RELATED FINANCING ACTIVITIES Impact fees 252,045 - - - 252,045 - Interest paid on bonds (193,464) (23,030) (349,888) (32,015) (598,397) - Reduction in bonds payable (235,000) (190,000) (330,000) (125,000) (880,000) - Purchase of capital assets (1,352,324) (81,880) (506,618) - (1,940,822) (1,175,753) Proceeds from sale of capital assets - - - - - 71,143 Net cash provided by (used in) capital and related financing activities (1,528,743) (294,910) (1,186,506) (157,015) (3,167,174) (1,104,610) INVESTING ACTIVITIES Proceeds from sale of investment securities 824,280 - - - 824,280 - Interest received on investments 525,960 77,932 70,747 54,608 729,247 219,346 Net cash provided by investing activities 1,350,240 77,932 70,747 54,608 1,553,527 219,346 Net change in cash and cash equivalents 225,254 375,779 (1,667,822) (44,785) (1,111,574) 1,458,575 Cash and cash equivalents, beginning of year 8,157,987 1,552,990 2,187,067 1,571,863 13,469,907 5,466,300 Cash and cash equivalents, end of year 8,383,241$ 1,928,769$ 519,245$ 1,527,078$ 12,358,333$ 6,924,875$ Business - Type Activities - Enterprise Funds CITY OF EULESS, TEXAS STATEMENT OF CASH FLOWS - PROPRIETARY FUNDS – CONTINUED YEAR ENDED SEPTEMBER 30, 2008 The Notes to the Basic Financial Statements are an integral part of these statements. 24 Activities - Other Total Internal Water and Drainage Golf Enterprise Enterprise Service Sewer Utility Course Funds Funds Funds Reconciliation of operating income (loss) to net cash provided by (used in) operating activities Operating income (loss)(432,495)$ (249,481)$ (168,185)$ (300,368)$ (1,150,529)$ 203,617$ Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities Depreciation and amortization 1,559,060 612,494 569,258 329,638 3,070,450 607,056 Gain on disposal of equipment - - - - - 15,542 Changes in assets and liabilities Accounts receivable and unbilled revenue 47,170 15,451 86,298 3,958 152,877 12,859 Prepaids and deposits 133,620 - (305) (2,544) 130,771 468,645 Inventory (18,908) - (78) 22,921 3,935 - Accounts payable (57,344) (84,547) 39,390 16,950 (85,551) (86,332) Accrued salaries and wages (93,395) (1,524) (52,042) (12,933) (159,894) (2,440) Accrued insurance claims 232,565 - (1,889,040) - (1,656,475) 13,972 Customer and escrow deposit 51,404 - - - 51,404 - Deferred revenue - - 18,865 - 18,865 - Net cash provided by (used in) operating activities 1,421,677$ 292,393$ (1,395,839)$ 57,622$ 375,853$ 1,232,919$ Noncash financing activities Developer contributed assets 1,294,953$ 888,647$ - $ - $ 2,183,600$ Enterprise Funds CITY OF EULESS, TEXAS STATEMENT OF NET ASSETS - FIDUCIARY FUNDS SEPTEMBER 30, 2008 The Notes to the Basic Financial Statements are an integral part of these statements. 25 Agency Funds Assets Deposits and investments 2,548,844$ Total assets 2,548,844$ Liabilities Due to other entities 2,548,844$ Total liabilities 2,548,844$ CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 26 NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES General Statement The City of Euless (the “City”) was incorporated on February 24, 1953. The City operates under a Council-Manager form of government and provides the following services as authorized by its charter: general government, police and fire protection, emergency ambulance service, road and traffic signal maintenance, water and sewer operations, drainage system, parks and recreational facilities, courts, library services, planning land use, building inspection, and traffic control. The accounting and reporting policies of the City relating to the funds included in the accompanying basic financial statements conform to accounting principles generally accepted in the United States of America applicable to state and local governments. Generally accepted accounting principles for local governments include those principles prescribed by the Governmental Accounting Standards Board (GASB), the American Institute of Certified Public Accountants in the publication entitled Audits of State and Local Governmental Units and by the Financial Accounting Standards Board (when applicable). As allowed in Section P80 of GASB’s Codification of Governmental Accounting and Financial Reporting Standards, the City has elected not to apply Financial Accounting Standards Board Statements and Interpretations, Accounting Principles Board Opinions, and Accounting Research Bulletins of the Committee of Accounting Procedure issued after November 30, 1989. The more significant accounting policies of the City are described below. Financial Reporting Entity As required by GAAP, these basic financial statements present the primary government and its component units, entities for which the government is considered to be financially accountable. The blended component units, although legally separate entities, are, in substance, part of the primary government’s operations. As such, data from these units is combined with data of the primary government. Blended Component Units - The Euless Development Corporation (“Corporation”) is used to account for the accumulation of half-cent tax proceeds dedicated to build and improve City parks and facilities, enhance library services, and stimulate economic development activities within the City. The Euless Crime Control and Prevention District (“District”) is used to account for the accumulation and use of quarter-cent sales tax proceeds dedicated for crime reduction programs. The Corporation and the District are reported as special revenue funds of the primary government. The Boards of Directors of both component units are substantively the same as the City Council. There are seven directors on each board, four of whom are council members which constitutes a voting majority of the City Council. The remaining three board members are residents of the City. Upon dissolution of the Corporation or the District, the entity’s assets will be distributed to the City. Each component unit provides all of its services to the City. The financial statements for the units were obtained from the respective Boards of Directors. Financial information for both entities may be obtained from the City. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 27 NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED Basis of Presentation The government-wide financial statements (the statement of net assets and the statement of activities) report information on all of the activities of the City, except for fiduciary funds. The effect of interfund activity, with the exception of interfund services provided or used, within the governmental and business-type activities columns, has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on user fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given program are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific program. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given program and 2) operating or capital grants and contributions that are restricted to meeting the operational or capital requirements of a particular program. Taxes and other items not properly included among program revenues are reported instead as general revenues. Fund Financial Statements The City segregates transactions related to certain functions or activities in separate funds in order to aid financial management and to demonstrate legal compliance. Separate statements are presented for governmental funds, proprietary funds and fiduciary funds, even though the latter are excluded from the government-wide financial statements. These statements present each major fund as a separate column on the fund financial statements; all non-major funds are aggregated and presented in a single column. Governmental funds are those funds through which most governmental functions typically are financed. The measurement focus of governmental funds is on the sources, uses, and balances of current financial resources. The City has presented the following major governmental funds: General Fund The General Fund is the main operating fund of the City. This fund is used to account for all financial resources not accounted for in other funds. All general tax revenues and other receipts that are not restricted by law or contractual agreement to some other fund are accounted for in this fund. General operating expenditures, fixed charges and capital improvement costs that are not paid through other funds are paid from the General Fund. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 28 NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED Basis of Presentation – Continued Debt Service Fund The Debt Service Fund is used to account for the accumulation of financial resources for the payment of principal, interest and related costs on general long-term debt paid primarily from taxes levied by the City. The fund balance of the Debt Service Fund is reserved to signify the amounts that are restricted exclusively for debt service expenditures. Streets Capital Improvements Capital Project Fund The Streets Capital Improvements Fund is used to account for the construction of improvements to various street projects. Car Rental Tax Fund The Car Rental Tax Fund is used to account for revenues received from collection of short-term motor vehicle rental taxes and the expenditures thereof. Revenues are used primarily for debt reduction, one-time capital projects, and to maintain the property tax rate. Proprietary Funds are accounted for using the economic resources measurement focus and the accrual basis of accounting. The accounting objectives are determinations of net income, financial position, and cash flow. All assets and liabilities are included on the Statement of Net Assets. The City has presented the following major proprietary funds: Water and Sewer Fund Water and Sewer Fund is used to account for the acquisition, operation and maintenance of a municipal water and sewer utility, supported primarily by user charges to the public. Drainage Utility Fund Drainage Utility Fund is used to account for the acquisition, operation and maintenance of a municipal drainage utility, supported primarily by user charges. Golf Course Fund Golf Course Fund is used to account for operation and maintenance of the City’s golf course, supported primarily by user charges. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 29 NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED Basis of Presentation – Continued Additionally, the City reports the Internal Service Funds which are used to account for equipment replacement, risk management, and self funded health insurance coverage and disability insurance provided to employees of the City. Proprietary funds distinguish operating revenues and expenses from non-operating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund’s principal ongoing operations. Operating expenses for the proprietary funds include the cost of personnel and contractual services, supplies and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. Measurement Focus and Basis of Accounting Measurement focus refers to what is being measured; basis of accounting refers to when revenues and expenditures are recognized in the accounts and reported in the financial statements. Basis of accounting relates to the timing of the measurement made, regardless of the measurement focus applied. The government-wide statements and fund financial statements for proprietary funds are reported using the economic resources measurement focus and the accrual basis of accounting. The economic resources measurement focus means all assets and liabilities (whether current or non-current) are included on the statement of net assets and the operating statements present increases and decreases in total net assets. Under the accrual basis of accounting, revenues are recognized when earned, including unbilled water and sewer services which are accrued. Expenses are recognized at the time the liability is incurred. Governmental fund financial statements are reported using the current financial resources measurement focus and are accounted for using the modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual; i.e., become both measurable and available. “Measurable” means the amount of the transaction can be determined and “available” means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. The City considers property taxes as available if are collected within 60 days after year end. Expenditures are recorded when the related fund liability is incurred. However, debt service expenditures, as well as expenditures related to compensated absences are recorded only when payment is due. The revenues susceptible to accrual are property taxes, franchise fees, licenses, charges for service, interest income, and intergovernmental revenues. Sales taxes collected and held by the state at year end on behalf of the government are also recognized as revenue. All other governmental fund revenues are recognized when received. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 30 NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED Deposits and Investments Substantially all operating cash, deposits, and short-term investments are maintained in consolidated cash accounts or individual fund investment accounts. Related interest income is allocated to the various funds based primarily on ownership by each fund of specific investments. Cash equivalents consist of highly-liquid investments with original maturities of three months or less. For purposes of the statement of cash flows, the City considers all highly liquid investments to be cash equivalents. Investments in U.S. Treasury and agency obligations with maturities of one year or less when purchased are reported at amortized cost. Nonparticipating contracts are reported at cost. All other investments are reported at fair value. State statutes authorize the City to invest in obligations of the U.S. Government or its agencies; obligations of the State of Texas or its agencies; and certain other obligations, repurchase agreements, money market mutual funds and certificates of deposits within established criterion. Taxes Property taxes are levied for appropriation for the fiscal year beginning on October 1, are due October 1, attach as an enforceable lien on property as of January 1, and become delinquent on February 1. Property taxes are accrued based on the period for which they are levied and available. Delinquent taxes estimated not to be available are treated as deferred revenue. Property taxes for cities, including those applicable to debt service, are limited by the Texas Constitution to $2.50 per $100 of assessed valuation. The City's current tax rate is $.4700 per $100 of assessed valuation ($.4895 per $100 last year) and assessed valuation is approximately 100% of estimated value. Inventories Inventories, which are recognized as expenditures/expenses as they are consumed, are stated at cost (first-in, first-out method) for the General Fund and Enterprise Funds. Inventories consist primarily of expendable supplies for the General Fund and pro shop merchandise for the Enterprise Funds. Prepaid Items Prepaid balances are for payments made by the City in the current year to provide services occurring in the subsequent fiscal year. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 31 NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED Interfund Receivables and Payables Any residual balances outstanding between the governmental activities and business- type activities are reported in the government-wide financial statements as “internal balances.” Transactions Between Funds Interfund services provided and used are accounted for as revenues and expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/expenses in the reimbursing fund and as a reduction of expenditures/expenses in the fund reimbursed. All other interfund transactions are recorded as transfers. Capital Assets Capital assets, which include property, plant, equipment, and infrastructure assets, are reported in the applicable governmental or business-type activities columns in the government-wide financial statements and in the fund financial statements for proprietary funds. All capital assets are valued at historical cost or estimated historical cost if actual historical cost is not available. Donated assets are valued at fair market value on the date donated. Repairs and maintenance are recorded as expenses. Renewals and betterments are capitalized. Interest has not been capitalized during the construction period on property, plant, and equipment. Assets capitalized have an original cost of $5,000 or more and over one year of useful life. Depreciation has been calculated on each class of depreciable property using the straight-line method. Estimated useful lives are as follows: Buildings 33 1/3 years W ater and Sewer System 33 1/3 years Storm Drainage System 33 1/3 years Infrastructure 7 - 40 years Machinery and Equipment 5 - 15 years Improvements 25 years Employees may accumulate a maximum of two times their annual vacation. The City's policy is to pay the employee accumulated vacation upon termination. The City does not pay employees for accumulated sick leave upon termination. All vacation pay is accrued in the government-wide and proprietary fund financial statements and reported as accrued salaries and wages (a current liability). Compensated absences are recorded in governmental funds as they mature (i.e. as taken). CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 32 NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED Nature and Purpose of Reservations and Designations of Fund Equity The City classifies fund balances as follows: 1. Reserves – used to denote that portion of fund equity which is not appropriable for expenditures or is legally segregated for specific future use. a. Reserved for debt service represents that portion of fund equity legally restricted to retirement of General Obligation bond principal and interest. b. Reserved for computer represents funds collected from a Court technology fee that must be used to upgrade Court systems. c. Reserved for development agreements represents funds received from developers that must be used for certain capital projects. d. Reserved for betterment represents funds donated by citizens that must be used for the betterment of the community. e. Reserved for injured animals represents donations from citizens that must be used for the treatment of animals picked up by the animal shelter. f. Reserved for historical preservation represents donations that must be used towards the preservation of Euless historical sites. g. Reserved for 9-1-1 emergency represents funding received from the county that must be used to upgrade emergency systems. h. Reserved for technology represents contributions which must be used to upgrade the city communications systems. i. Reserved for library remodel represents amounts reserved for future capital expenditures relating to drainage maintenance at the library. j. Reserve for victim assistance represents amounts reserved for future expenditures relating to individuals who are victims of violent crimes. k. Reserve for radio rebanding represents amounts received for future expenditures related to rebanding all city radio. 2. Designations – used to denote that portion of fund equity which is council established for future use. a. Designated for emergency represents amounts restricted by council for use in extreme emergencies. Expenditures must be council approved. b. Designated for contingency represents amounts restricted by council for use when extraordinary contingencies arise that have not been budgeted. Expenditures must be council approved. 3. Unreserved, undesignated – used to denote that portion of fund equity which is available for appropriation. Net Assets Net assets represent the difference between assets and liabilities. Net assets invested in capital assets, net of related debt, consists of capital assets, net of accumulated depreciation, reduced by the outstanding balances of any borrowing used for the acquisition, construction, or improvements of those assets, plus unspent proceeds. Net assets are reported as restricted when there are limitations imposed on their use, either through the enabling legislation adopted by the City or through external restrictions imposed by creditors, grantors, or laws or regulations of other governments. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 33 NOTE 2. DEPOSITS AND INVESTMENTS GASB 40 Disclosures Deposits and investments As of September 30, 2008, the City’s portfolio contained the following investments: % of Rating Book Value Fair Value Portfolio W AM Rating Agency Overnight pools TexPool 8,256,624$ 8,256,624$ 13.56%42 AAAm S&P LOGIC 69 69 0.00%50 AAAm S&P Total Overnight 8,256,693 8,256,693 13.56% Money Market Fund Financial Investors Trust 2,835,726 2,835,726 4.66%51 AAAm S&P Total Money Market 2,835,726 2,835,726 4.66% U.S. Issues FFCB 5,024,677 5,023,139 8.25%27 AAA/Aaa Fitch/Moody's FHLB 27,878,755 27,853,945 45.74%157 AAA/Aaa S&P/Moody's FHLMC 5,425,334 5,431,244 8.92%16 AAA/Aaa S&P/Moody's FNMA 11,472,045 11,493,681 18.87%64 AAA/Aaa S&P/Moody's Total U.S. Issues 49,800,811 49,802,009 81.78% Total Portfolio 60,893,230$ 60,894,428$ 100.00%264 Investment Type Weighted average maturity (“W AM”) of the portfolio by investment type categories reflected in the previous table is stated in days. For the investment pools, the Reset WAM is presented. Investment type acronyms displayed in the previous table are defined as follows: FFCB – Federal Farm Credit Bank, FHLB – Federal Home Loan Bank, FHLMC – Federal Home Loan Mortgage Corporation, and FNMA – Federal National Mortgage Association. The rating agency acronyms are defined as follows: S&P – Standard and Poor’s Ratings Services, a division of the McGraw-Hill Companies, Inc.; Moody’s – Moody’s Investor Service, Inc.; and, Fitch – Fitch Ratings. Additional information about the rating agencies or the significance of the ratings provided may be obtained from each agency’s web site. Deposits State statutes require that all deposits in financial institutions be fully collateralized by U.S. Government obligations or its agencies and instrumentalities or direct obligations of Texas or its agencies, or instrumentalities that have a market value of not less than the principal amount of the deposits. The City’s deposits were fully insured or collateralized as required by state statutes as of September 30, 2008. At year end, the carrying amount of the City’s deposits was a credit balance of $360,511 primarily consisting of outstanding checks, and the respective bank balances totaled $216,519. Of the total bank balance, the Federal Depository Insurance Corporation (“FDIC”) covered $100,000. The remainder was covered by collateral with a value of $4,077,162. The collateral is held by The Federal Reserve Bank in the city’s name under a joint safekeeping agreement with Frost National Bank. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 34 NOTE 2. DEPOSITS AND INVESTMENTS – CONTINUED GASB 40 Disclosures – Continued Investments State statutes, city bond ordinances, and city resolutions authorize the City’s investments. The City is authorized to invest in U.S. Government obligations and its agencies and instrumentalities, fully insured or collateralized certificates of deposits, fully collateralized repurchase agreements and reverse repurchase agreements, government pools, and no-load SEC registered money market funds consisting of any of these securities listed. Because the City is responsible for the investment portfolio of its component units, the City’s investment practices and policies disclosed herein apply equally to its component units. During the year ended September 30, 2008, the City did not own any types of securities other than those permitted by statute. The City’s investment pools are 2a7-like pools. A 2a7-like pool is one which is not registered with the Securities and Exchange Commission (“SEC”) as an investment company, but nevertheless has a policy that it will, and does, operate in a manner consistent with the SEC’s Rule 2a7 of the Investment Company Act of 1940. This type of pool uses amortized investment costs rather than market values to compute participant share values. Furthermore, the pools in which the City is currently participating seek to maintain a stable $1 net asset value per share or unit. Accordingly, the fair value of the City’s position in these pools is substantially the same as the market value of the shares in each of the pools. TexPool falls under the purview of the Texas Comptroller of Public Accounts (“Comptroller”) who is responsible for oversight of TexPool operations. Each of the other pools has established a governing board at least partially comprised of pool participants. Duties of the governing boards include oversight responsibility. The Comptroller and the governing boards exercise oversight of the pools’ activities via daily, weekly, and monthly reporting requirements. Additionally, per the requirements of the Public Funds Investment Act (“PFIA”), all portfolios will maintain an AAA or equivalent rating from at least one nationally recognized rating agency. The PFIA also requires an annual examination of the financial statements of the pools by an independent certified public accounting firm. In connection with the financial audit, a compliance audit of management controls on investments and adherence to the Investment Policies is also required. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 35 NOTE 2. DEPOSITS AND INVESTMENTS – CONTINUED GASB 40 Disclosures – Continued Interest Rate Risk In compliance with the City’s Investment Policy, as of September 30, 2008, the City minimized the interest rate risk, relating to the decline in market value of securities due to rising interest rates in the portfolio by limiting the weighted average maturity to 365 days and the stated maturity date of security types not to exceed 2 years, with the exception of securities purchased related to reserve funds; structuring the investment portfolio so that securities matured to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities in the secondary market prior to maturity; monitoring credit ratings of portfolio positions to assure compliance with rating requirements imposed by the Public Funds Investment Act; and investing operating funds primarily in money market mutual funds, government investment pools, and shorter-term securities with a weighted average maturity between 180 and 270 days. The following details the maturity schedule for the City’s investments as of September 30, 2008. % of Maturity Schedule Book Value Fair Value Portfolio Overnight 11,092,419$ 11,092,419$ 18.22% 1 day to 3 months 6,348,548 6,374,796 10.47% 3 to 6 months 6,869,758 6,874,161 11.29% 6 to 9 months 10,310,342 10,270,732 16.87% 9 to 12 months 5,500,401 5,475,599 8.99% 12 to15 months 4,905,068 4,927,382 8.09% 15 to 18 months 5,508,938 5,512,626 9.05% 18 to 24 months 10,357,757 10,366,712 17.02% TOTAL 60,893,231$ 60,894,427$ 100.00% Credit Risk In compliance with the City’s Investment Policy, as of September 30, 2008, the City minimized credit risk losses due to default of a security issuer or backer, by: limiting investments to the safest types of securities; investing in U.S. Agencies Bonds rated AAA and Aaa by Standard & Poor’s and Moody’s respectively; pre-qualifying financial institutions, brokers/dealers, and advisors with which the City will do business; and diversifying the investment portfolio so that the potential losses on individual securities are minimized. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 36 NOTE 2. DEPOSITS AND INVESTMENTS – CONTINUED GASB 40 Disclosures – Continued Credit Risk – Continued Custodial Credit Risk – The risk that a government will not be able to recover (a) deposits if the depository financial institution fails or (b) the value of investment or collateral securities that are in the possession of an outside party if the counterparty to the investment or deposit transaction fails. To minimize such risk, the City requires collateralization of deposits in excess of Federal Deposit Insurance Corporation (“FDIC”) coverage, utilizes the delivery vs. payment method for investment purchases, and contracts with a third-party safekeeping agent. Per the terms of its depository agreement, for bank deposits in excess of the coverage provided by the FDIC, the City requires the depository bank to pledge to the City securities (collateral) equal to the following percentages, as applicable, to the largest balances the City maintains in the Bank. Other Type of Collateral Securities Eligible collateral other than mortgage-backed securities 102% Mortgage-backed securities 110% The percentages as shown reflect the requirement based on market value of the pledged securities. The City actively monitors and manages collateral levels for all deposits. On September 30, 2008, the City’s bank balances were insured or fully collateralized. The City’s depository bank also acts as its safekeeping agent per the terms of the depository contract. City policy dictates that all securities rendered for payment will be sent delivery vs. payment, meaning that the funds required for purchase of a security will not be released until the safekeeping agent has received the security purchased in the City’s name. No broker holds City funds. The City does not purchase securities from its depository bank or any subsidiary banks of the same bank holding company. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 37 NOTE 3. CAPITAL ASSETS Capital asset activity for the year ended September 30, 2008, was as follows: Balance Balance September 30,September 30, 2007 Increase Decrease Adj/Transfer 2008 Governmental activities Capital assets not being depreciated Land 24,068,687$ 1,796,779$ -$ -$ 25,865,466$ Construction in progress 2,282,082 3,704,472 - (331,159) 5,655,395$ Total assets not being depreciated 26,350,769 5,501,251 - (331,159) 31,520,861 Capital assets being depreciated Buildings 40,948,557 19,123 (5,400) - 40,962,280 Improvements other than buildings 4,600,682 146,679 - 169,372 4,916,733 Infrastructure 56,460,858 1,912,962 - 156,212 58,530,032 Machinery and equipment 5,233,379 670,619 (235,686) 5,575 5,673,887 Total capital assets being depreciated 107,243,476 2,749,383 (241,086) 331,159 110,082,932 Less accumulated depreciation Buildings (9,302,707) (1,206,589) - - (10,509,296) Improvements other than buildings (2,033,690) (180,355) - - (2,214,045) Infrastructure (20,464,230) (1,708,152) - - (22,172,382) Machinery and equipment (3,907,219) (351,825) 227,967 - (4,031,077) Total accumulated depreciation (35,707,846) (3,446,921) 227,967 - (38,926,800) Total capital assets being depreciated, net 71,535,630 (697,538) (13,119) - 71,156,132 Total governmental fund capital assets, net 97,886,399 4,803,713 (13,119) - 102,676,993 Internal service funds Capital assets being depreciated Machinery and equipment 6,426,455 1,175,754 (554,869) - 7,047,340 Total internal service assets being depreciated 6,426,455 1,175,754 (554,869) - 7,047,340 Less accumulated depreciation Machinery and equipment (3,964,368) (607,055) 539,327 - (4,032,096) Total internal service funds capital assets, net 2,462,087 568,699 (15,542) - 3,015,244 Total governmental activities capital assets, net 100,348,486$ 5,372,412$ (28,661)$ -$ 105,692,237$ CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 38 NOTE 3. CAPITAL ASSETS – CONTINUED Balance Balance September 30,September 30, 2007 Increase Decrease Adj/Transfer 2008 Business-type activities Capital assets not being depreciated Land 2,776,602$ 344,470$ -$ -$ 3,121,072$ Construction in progress 1,697,771 351,181 - (1,622,412) 426,540 Total assets not being depreciated 4,474,373 695,651 - (1,622,412) 3,547,612 Capital assets being depreciated Buildings 4,077,523 49,007 - - 4,126,530 Equipment 2,468,309 399,426 (158,958) - 2,708,777 Improvements 39,910,205 - - (23,303,759) 16,606,446 Utility system 52,253,990 2,986,282 - 24,926,171 80,166,443 Total capital assets being depreciated 98,710,027 3,434,715 (158,958) 1,622,412 103,608,196 Less accumulated depreciation Buildings (1,246,191) (123,655) - - (1,369,846) Equipment (1,773,040) (244,937) 154,491 - (1,863,486) Improvements (10,931,694) (625,864) - 6,749,850 (4,807,708) Utility system (24,356,780) (1,995,514) - (6,749,850) (33,102,144) Total accumulated depreciation (38,307,705) (2,989,970) 154,491 - (41,143,184) Total capital asssets being depreciated, net 60,402,322 444,745 (4,467) 1,622,412 62,465,012 Total business-type activities capital assets, net 64,876,695$ 1,140,396$ (4,467)$ -$ 66,012,624$ Depreciation expense was charged as direct expense to programs of the primary government as follows: Governmental activities General administrative 155,125$ Public safety 679,774 Development services 337,809 Culture and recreation 468,102 Highways and streets 1,806,111 Total depreciation expense - Governmental activities 3,446,921$ Business-type activities Water and sewer 1,544,303 Drainage utility 605,109 Golf course 520,174 Other 320,376 Total depreciation expense - Business-type activities 2,989,962$ Outstanding commitments at September 30, 2008, under authorized construction contracts were approximately $1,920,010. These outstanding commitments are to be financed by available deposit and investment balances, which include proceeds from previous bond issuances. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 39 NOTE 4. LONG-TERM DEBT At September 30, 2008, bonds payable consisted of the following individual issues: Governmental Business-type $1,000,000 Series 1999,Sales Tax Revenue Bonds, dated October 15,1999,partially refunded in 2006, due in annual installments through 2009,bearing interest rates of 5.25% to 7.00%.45,000$ -$ $10,290,000 Taxable Series 2000,Revenue Certificates of Obligation,dated April 1,2000,due in annual installments through 2025,bearing interest rates of 8.00% to 8.125%.8,840,000 - $6,000,000 Series 2001,General Obligation Bonds, dated April 1,2001,partially refunded in 2006,due in annual installments through 2015,bearing interest rates of 4.50% to 6.50%.2,120,000 - $1,630,000 Series 2001,Drainage Utility System Revenue Refunding Bonds,dated October 15,2001, due in annual installments through 2010,bearing interest rates of 3.00% to 4.00%.- 410,000 $5,455,000 Series 2001,Revenue Certificates of Obligation,dated April 1,2001,partially refunded in 2006,due in annual installments through 2015, bearing interest rates of 4.50% to 6.50%.1,930,000 - $6,430,000 Series 2002,Sales Tax Revenue Refunding Bonds,dated June 14,2002,due in annual installments through 2015,bearing interest rates of 3.00% to 4.40%.4,375,000 - $5,490,000 Series 2003,General Obligation Refunding Bonds,dated January 15,2003,due in annual installments through 2016,bearing interest rates of 3.00% to 4.00%.2,880,000 - CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 40 NOTE 4. LONG-TERM DEBT – CONTINUED Governmental Business-type $11,095,000 Series 2004,General Obligation Refunding Bonds,dated February 24,2004,due in annual installments through 2027,bearing interest rates of 2.00% to 4.50%.- 10,105,000 $3,200,000 Series 2004A,General Obligation Bonds, dated June 15,2004,due in annual installments through 2024,bearing interest rates of 3.50%to 5.00%.2,770,000 - $4,720,000 Series 2004,Revenue Certificates of Obligation,dated June 15,2004,due in annual installments through 2024,bearing interest rates of 3.50% to 5.25%.3,805,000 - $2,145,000 Series 2004,W aterworks and Sewer System Revenue Bonds, dated June 15, 2004, due in annual installments through 2024,bearing interest rates of 3.50% to 5.25%.- 1,850,000 $13,900,000 Series 2005,General Obligation Refunding Bonds,dated March 8,2005,due in annual installments through 2020,bearing interest rates of 2.40% to 5.00%.13,165,000 - $5,080,000 Series 2006,General Obligation Refunding Bonds,dated January 30,2006,due in annual installments through 2021,bearing interest at 3.93%.5,050,000 - $1,630,000 Series 2006,Sales Tax Revenue Refunding Bonds,dated January 30,2006,due in annual installments through 2019,bearing interest at 3.88%.1,455,000 - $2,530,000 Series 2006,W ater and Sewer Refunding Bonds,dated January 30,2006,due in annual installments through 2020,bearing interest at 3.88%.- 2,500,000 46,435,000$ 14,865,000$ CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 41 NOTE 4. LONG-TERM DEBT – CONTINUED The following is a summary of long-term debt transactions of the City for the year ended September 30, 2008: Balance Balance Due Beginning End within of Year Increases Decreases of Year One Year Governmental activities General obligation bonds 27,350,000$ -$ (1,365,000)$ 25,985,000$ 1,635,000$ Certificates of obligation 15,555,000 - (980,000) 14,575,000 665,000 Sales tax revenue bonds 6,540,000 - (665,000) 5,875,000 690,000 Deferred loss on refunding bonds (1,121,968) - 89,712 (1,032,256) (89,712) Premium / discount on bonds 465,027 - (36,433) 428,594 36,433 Compensated absences 1,345,559 1,741,088 (1,590,827) 1,495,820 149,582 Total governmental activities 50,133,618$ 1,741,088$ (4,547,548)$ 47,327,158$ 3,086,303$ Business-type activities Water and sewer revenue bonds 4,585,000$ -$ (235,000)$ 4,350,000 245,000$ Drainage utility revenue bonds 600,000 - (190,000) 410,000 200,000 General obligation refunding bonds 10,560,000 - (455,000) 10,105,000 465,000 Deferred loss on refunding bonds (902,707) - 51,628 (851,079) (51,628) Total business-type activities 14,842,293 - (828,372) 14,013,921 858,372 Total primary government 64,975,911$ 1,741,088$ (5,375,920)$ 61,341,079$ 3,944,675$ CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 42 NOTE 4. LONG-TERM DEBT – CONTINUED Defeased Debt Outstanding In prior years, the City defeased certain general obligation bonds, certificates of obligation, and revenue bonds by placing the proceeds of refunding debt issues in irrevocable trusts to provide for all future debt service payments on the defeased bonds. Accordingly, neither the trust assets nor the liability for the defeased debt are included in the City’s financial statements. At September 30, 2008, the outstanding defeased debt of the City is detailed in the following table: Type of Obligation Outstanding General obligation bonds 2,520,000$ Certificates of obligation 2,290,000 Sales tax revenue bonds 645,000 5,455,000$ Annual Requirements to Retire Debt Obligations The annual aggregate maturities for each bond type for the years subsequent to September 30, 2008, are as follows: General Obligation Bonds: Principal Interest Principal Interest Total 2009 1,635,000$ 1,084,447$ 465,000$ 376,876$ 3,561,323$ 2010 1,695,000 1,027,125 480,000 365,644 3,567,769 2011 1,755,000 964,129 485,000 352,975 3,557,104 2012 1,835,000 896,372 510,000 338,657 3,580,029 2013 1,910,000 822,457 525,000 322,476 3,579,933 2014-2018 11,245,000 2,638,013 2,580,000 1,328,698 17,791,711 2019-2023 5,670,000 445,165 2,565,000 843,051 9,523,216 2024-2028 240,000 6,000 2,495,000 231,188 2,972,188 25,985,000$ 7,883,708$ 10,105,000$ 4,159,565$ 48,133,273$ Governmental Activities Business-Type Activities CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 43 NOTE 4. LONG-TERM DEBT – CONTINUED Annual Requirements to Retire Debt Obligations – Continued Certificates of Obligation: Principal Interest Principal Interest Total 2009 665,000$ 985,036$ -$ -$ 1,650,036$ 2010 700,000 946,724 - - 1,646,724 2011 750,000 905,850 - - 1,655,850 2012 785,000 862,224 - - 1,647,224 2013 840,000 815,638 - - 1,655,638 2014-2018 3,990,000 3,284,808 - - 7,274,808 2019-2023 4,770,000 1,836,308 - - 6,606,308 2024-2028 2,075,000 223,281 - - 2,298,281 14,575,000$ 9,859,869$ -$ -$ 24,434,869$ Governmental Activities Business-Type Activities Revenue Bonds: Principal Interest Principal Interest Total 2009 690,000$ 239,987$ 445,000$ 198,735$ 1,573,722$ 2010 715,000 211,938 465,000 181,952 1,573,890 2011 755,000 183,512 270,000 163,556 1,372,068 2012 780,000 153,498 275,000 152,972 1,361,470 2013 810,000 122,490 285,000 142,194 1,359,684 2014-2018 2,055,000 170,483 1,650,000 525,067 4,400,550 2019-2023 70,000 2,716 1,210,000 178,264 1,460,980 2024-2028 - - 160,000 8,000 168,000 5,875,000$ 1,084,624$ 4,760,000$ 1,550,740$ 13,270,364$ Governmental Activities Business-Type Activities Water and sewer revenue bonds authorized and unissued as of September 30, 2008, amounted to $1,200,000. The water and sewer bonds were authorized in 1970, and currently the City Council has no intent to issue these bonds. Water and sewer revenue bonds and refunding bonds and drainage utility revenue bonds are payable solely from and equally secured by a first lien on and pledge of the net revenue of the City's combined waterworks and sanitary sewer system and the net revenues of the City's drainage utility system, respectively. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 44 NOTE 4. LONG-TERM DEBT – CONTINUED Annual Requirements to Retire Debt Obligations – Continued In accordance with the water and sewer revenue and refunding bond ordinances, the following reserves were established: Reserve for revenue bond debt service - to be used for retirement of the current portion of principal and interest payments due. Reserve for emergency - to be used for payment of extraordinary repairs or replacements to the system necessitated by an emergency for which no other funds are available. Revenue bond reserve – a reserve established with a portion of the bond proceeds pursuant to the revenue bond covenants which will be used for principal and interest payments in the event of default by the issuer. Should the reserve for revenue bond debt service and/or the revenue bond reserve prove deficient, the reserve for emergency shall be used for the purpose of meeting principal and/or interest requirements of the bonds. All funding requirements for the above reserves were met at September 30, 2008. Investments of funds included in the bond reserve and emergency accounts are restricted to obligations of the United States or its agencies and instrumentalities (except for mortgage pass-through securities). CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 45 NOTE 5. COMMITMENTS AND CONTINGENT LIABILITIES The City entered into a 50 year contract dated September 25, 1973, with the Trinity River Authority of Texas ("TRA") whereby TRA agrees to provide supplemental water service and sewage treatment to the City. Payments by the City are based on metered usage at rates designed to charge the City a prorata share of TRA's annual operating and maintenance expenses and principal and interest requirements on bonds issued by TRA. Payments under this contract approximated $7,000,000 and are included as operating expenses of the water and sewer fund. The City is involved in a number of lawsuits arising in the ordinary course of business. In the opinion of the City's legal counsel and management, any liability resulting from such litigation would not be material in relation to the City's financial position. NOTE 6. SERVICE CENTER The water and sewer enterprise fund historically bears the major portion of the operating costs of the City's service center, which provides services to all City departments. NOTE 7. INTERFUND TRANSFERS All interfund transfers between the various funds are approved supplements to the operations of those funds. Due to/from other funds Receivable Fund Payable Fund Amount Softball complex fund Athletic complex fund 211,000$ 211,000$ Due to/from accounts that are primarily used as interfund loans for the following: • Athletic complex fund to softball complex fund for reimbursement of a portion of debt payments. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 46 NOTE 7. INTERFUND TRANSFERS – CONTINUED Due to/from other funds – Continued The balances at September 30, 2008 will be paid during the next fiscal year end. Non-major Subtotal General Debt service Streets CIP governmental governmental Transfers out General -$ -$ -$ 1,819,183$ 1,819,183$ Car rental tax 730,020 193,432 - 6,639,350 7,562,802 Water and sewer 792,920 - - - 792,920 Drainage utility 34,636 - - - 34,636 Golf course - - - - - Non-major governmental - - 54,216 2,050,000 2,104,216 Non-major enterprise - - - - - Total transfers in $1,557,576 193,432$ 54,216$ 10,508,533$ 12,313,757$ Major Enterprise Internal Drainage Golf Non-major Subtotal Total service utility course enterprise proprietary transfers out Transfers out General 225,000$ -$ 15,938$ -$ 240,938$ 2,060,121$ Car rental tax - 335,000 1,281,659 - 1,616,659 9,179,461 Water and sewer 225,000 - - - 225,000 1,017,920 Drainage utility - - - - - 34,636 Golf course 660,920 - - - 660,920 660,920 Non-major governmental - - 207,099 - 207,099 2,311,315 Non-major enterprise - - - 7,354 7,354 7,354 Total transfers in 1,110,920$ 335,000$ 1,504,696$ 7,354$ 2,957,970$ 15,271,727$ Transfers in Major Governmental Transfers in Interfund transfers Transfers are primarily used to move funds from: • The car rental tax fund, the water and sewer fund, and the drainage utility fund to the general fund for general and administrative charges. • The car rental tax fund to the debt service fund for principal and interest on 2001 bonds. • The non-major governmental funds for the transfer of escrow funds for a street project to the streets CIP fund. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 47 NOTE 7. INTERFUND TRANSFERS – CONTINUED Interfund transfers – Continued • The general fund to the non-major governmental funds for grant matching revenues and capital projects. • The car rental tax fund and the half-cent sales tax (non-major special revenue) fund to non-major governmental funds for capital projects. • The general and water and sewer funds for property claims and liability coverage. • The golf course fund to the internal service funds for equipment replacement. • The car rental tax fund to the drainage utility fund for funding of the hurricane creek capital project. • The general fund to the golf course fund for rebate of sales tax contributions. • The car rental tax fund to the golf course for contributed capital relating to slope improvements. • The hotel/motel non-major governmental fund to the golf course for conference centre debt and monthly expenses at the conference centre. • The athletic complex fund to the softball complex fund for a portion of debt service. NOTE 8. RISK MANAGEMENT The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. The City participates in the Texas Municipal League Joint Self-Insurance Fund ("TMLIF") to provide both general liability and property insurance. The City, along with other participating entities, contributes annual amounts determined by TMLIF management. As claims arise they are submitted to and paid by TMLIF. The City is not liable for payments beyond their annual contributions to TMLIF and related deductibles. The City provides employee health insurance coverage on a self-insured basis. Premiums are paid into a separate insurance fund by other funds, by the City's employees, and by retirees. The premiums are used to fund claims, administrative costs of the program, and claim reserves. An excess coverage insurance policy covers individual claims in excess of $100,000 and aggregate claims in excess of $3,760,723. During fiscal 2008, the City and the City's employees contributed approximately $3,182,300 and $1,027,619 respectively, for medical coverage. The City's contributions are accounted for as interfund services provided and used. Claims liabilities are based on estimates of the ultimate cost of claims (including future claim adjustment expenses) that have been reported but not settled, and of claims that have been incurred but not reported, and are accounted for in the Insurance Internal Service Fund. In addition, during fiscal 2006, the City contracted with the Texas Municipal League Intergovernmental Risk Pool to provide worker's compensation insurance and effectively discontinued being self-insured for workers’ compensation claims. This policy has no deductibles, includes all claims handling and has a fixed premium. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 48 NOTE 8. RISK MANAGEMENT – CONTINUED In fiscal years prior to 2006, the City was self-insured for workers' compensation claims. Contributions were made to a separate risk management fund by other funds and were available to pay claims, claim reserves, and administrative costs of the program. The City remains liable under its self-insurance program for any claims occurring prior to October 1, 2005. Changes in the balances of health and dental claims liabilities are as follows: 2008 2007 Unpaid claims, beginning of year 245,473$ 241,829$ Incurred claims 3,205,138 2,956,704 Paid claims (3,190,613) (2,953,060) Unpaid claims, end of year 259,998$ 245,473$ Settlement amounts have not exceeded insurance coverage for the year ended September 30, 2008 or any of the three preceding years ended September 30. NOTE 9. EMPLOYEE RETIREMENT SYSTEM Plan Description The City provides pension benefits for all of its full-time employees through a nontraditional, joint contributory, hybrid defined benefit plan in the state-wide Texas Municipal Retirement System (“TMRS”), one of 827 administered by TMRS, an agent multiple-employer public employee retirement system. TMRS issues a publicly-available annual financial report that may be obtained by writing to TMRS, P.O. Box 149153, Austin, Texas 78714-9153. Benefits depend upon the sum of the employees’ contributions to the plan, with interest, and the City-financed monetary credits, with interest. At the date the plan began, the City granted monetary credits for service rendered before the plan began of a theoretical amount equal to two times what would have been contributed by the employee, with interest, prior to establishment of the plan. Monetary credits for service since the plan began are a percent (100%, 150% and 200%) of the employee’s accumulated contributions. In addition, the City can grant, as often as annually, another type of monetary credit referred to as an updated service credit. An updated service credit is a theoretical amount which, when added to the employee’s accumulated contributions and the monetary credits for service since the plan began, would be the total monetary credits and employee contributions accumulated with interest if the current employee contribution rate and City matching percent had always been in existence and if the employee’s salary had always been the average of his/her salary in the last three years CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 49 NOTE 9. EMPLOYEE RETIREMENT SYSTEM – CONTINUED Plan Description – Continued that are one year before the effective date. At retirement, the benefit is calculated as if the sum of the employee’s accumulated contributions with interest and the employer-financed monetary credits with interest were used to purchase an annuity. Members can retire at ages 60 and above with 5 or more years of service or with 20 years of service regardless of age. The plan also provides death and disability benefits. A member is vested after 5 years. The plan provisions are adopted by the City Council, within the options available in the state statutes governing TMRS and within the actuarial constraints also in the statutes. Contribution The contribution rate for employees is 7%, and the City’s matching ratio is currently 2 to 1. The City is required to contribute at an actuarially-determined rate. The projected unit credit actuarial cost method is used for determining the City contribution rate. The rate consists of the normal cost contribution rate and the prior service contribution rate, both of which are calculated to be a level percent of payroll from year to year. The normal cost contribution rate finances the currently accruing monetary credits due to the City matching percent, which are the obligation of the City as of an employee’s retirement date, not at the time the employee’s contributions are made. The normal cost contribution rate is the actuarially determined percent of payroll necessary to satisfy the obligation of the City to each employee at the time his/her retirement becomes effective. The prior service contribution rate amortizes the unfunded actuarial liability over the remainder of the plan’s 30-year amortization period. Contributions are made monthly by both employees and the City. The actuarial valuation is performed annually to determine the City’s minimum required contribution percentage. Since the City needs to know its contribution rate in advance for budgetary purposes, there is a one year delay between the actuarial valuation that is the basis for the rate and the calendar year when the rate goes into effect (i.e. December 31, 2006 valuation is effective for rates beginning January 2008). Effective for the valuation dated December 31, 2007, the TMRS Board of Trustees elected to change the actuarial cost (funding) method and assumptions. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 50 NOTE 9. EMPLOYEE RETIREMENT SYSTEM – CONTINUED Contribution – Continued Significant assumptions used in preparation of that valuation as well as the previous valuation are as follows: Valuation date December 31, 2006 December 31, 2007 Actuarial cost method Unit Credit Projected Unit Credit Amortization method Level Percent of Payroll Level Percent of Payroll Remaining amortization period 25 years - open period 30 years - closed period Asset valuation method Amortized Cost Amortized Cost Actuarial assumption Investment rate of return 7%7% Project salary increases None Varies by age/service Inflation 3.5%3% Cost of living adjustments None 2.1% Euless payroll growth assumptions 5%7% The TMRS Board of Trustees, in an effort to assist cities with increases greater than .5% in the required contribution rates occurring as a result of the changes in funding method and assumptions, voted to (1) extend the period for amortizing the unfunded actuarial accrued liability (“UAAL”) to a 30 year closed period, and (2) allow the contribution rate increase to be phased in over an 8-year period (2009-2016) in determining the required contribution rate. Both options are automatic, but not mandatory. At a city’s request, TMRS will recalculate the contribution rate for a city that chooses a 25-year, closed amortization period. Cities may also choose to pay contributions in excess of the phase- in rate. For cities with repeating features in their plans, these changes in the valuation methodology would likely result initially in higher required contributions and lower funded ratios. However, the funded ratio should show steady improvement over time. Euless has adopted the updated service credit and annuity increase provisions on an annually repeating basis. The schedule of funding progress, presented as Required Supplementary Information immediately following the notes to the financial statements, presents multiyear trend information about whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liability for benefits. The changes in actuarial funding method and assumptions adopted for the 2007 valuation resulted in an unfunded actuarial accrued liability (“UAAL”) of $26,955,334 which represents an increase over the prior valuation of over $12 million. The funded ratio of the city’s plan dropped from 80.6% to 70.5% as a result of the increased UAAL. CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 51 NOTE 9. EMPLOYEE RETIREMENT SYSTEM – CONTINUED Contribution – Continued If the changes in actuarial funding method and assumptions had not been adopted for the 2007 valuation, the city’s UAAL would have been $16,497,502 which represents an increase over the prior calculation of approximately $1.6 million and the funded ratio would have dropped from 80.6% to 79.7%. Annual pension cost and percentage of pension cost contributed are as follows: Annual Net Pension Pension Percentage Obligaiton at Year Cost Contributed Year End 2005 2,481,448$ 100 - 2006 2,627,343 100 - 2007 2,830,957 100 - NOTE 10. EXCESS OF EXPENDITURES OVER APPROPRIATIONS As of September 30, 2008, the following individual funds had an excess of expenditures over appropriations: Police drug enforcement fund (4,885)$ Public safety grant funds (27,305) REQUIRED SUPPLEMENTARY INFORMATION CITY OF EULESS, TEXAS SCHEDULE OF FUNDING PROGRESS FOR PARTICIPATION IN TEXAS MUNICIPAL RETIREMENT SYSTEM SEPTEMBER 30, 2008 52 Unfunded Valuation Actuarial Actuarial Actuarial Annual UAAL Dated Value of Accrued Accrued Liability Fund Covered as % of 31-Dec Assets Liability ("UAAL")Ratio Payroll Payroll 1998 35,352,987$ 42,919,216$ 7,566,229$ 82.37%12,486,300$ 60.60% 1999 37,889,214 46,007,148 8,117,934 82.36%13,061,776 62.15% 2000 42,116,506 50,370,674 8,254,168 83.61%14,189,470 58.17% 2001 45,049,200 53,684,325 8,635,125 83.91%15,092,260 57.22% 2002 47,212,730 57,449,068 10,236,338 82.18%16,788,857 60.97% 2003 50,659,933 63,214,918 12,554,985 80.14%17,207,460 72.96% 2004 54,239,808 67,007,298 12,767,490 80.95%17,435,628 73.23% 2005 57,323,394 70,878,494 13,555,100 80.88%18,324,792 73.97% 2006 61,871,370 76,751,170 14,879,800 80.61%19,224,466 77.40% 2007 64,572,668 91,528,002 26,955,334 70.55%20,652,795 130.52% The Schedule of Funding Progress summarizes the actuarial value of the plan's assets and actuarial accrued liability as of December 31, 2007 and each of the nine preceding calendar years. The data presented in the schedule were obtained annually from TMRS and were based upon the annual actuarial valuation for the years represented. The city is financially responsible for its own portion of the plan. Therefore, the numbers shown above reflect only the condition of the city's plan. The schedule is presented to provide a consistent basis for measuring the plan's annual progress toward funding its actuarial accrued liability in accordance with its actuarial funding method. The primary measure of funding progress is the plan's funded ratio (i.e. actuarial value of assets expressed as a percentage of the actuarial accrued liability). An increase in the funded ratio indicates improvement in the plan's ability to pay all projected benefits as they come due. The plan is fully funded if the funded ratio is greater than or equal to 100%. During the year ended December 31, 2007, the plan's funded ratio dropped from 80.61% to 70.55%. The Schedule of Funding Progress also discloses the relationship between the plan's covered payroll (i.e. all elements included in compensation paid to active members on which contributions are based) and the unfunded actuarial accrued liability ("UAAL"). This relationship, expressed as a ratio, is a measure of the significance of the UAAL relative to the capacity to pay all contributions required to fund the liability. During the year ended December 31, 2007, the plan's ratio of the UAAL to its covered payroll increased from 77.4% to 130.52%. For the actuarial valuation dated December 31, 2007, the TMRS Board of Trustees adopted changes in the actuarial funding method and assumptions; as such, those changes are reflected in the above numbers. For a complete description of these changes, see Note 9 Employee Retirement System in the accompanying notes to the financial statements. Calendar Years 2008 2007 2006 2005 2004 City's annual contribution stated as a % of covered payroll 14.51%14.25%14.07%13.96%13.14% Note Source: TMRS Comprehensive Annual Report for the Year Ending December 31, 2007 and City records. CITY OF EULESS, TEXAS BUDGETARY COMPARISON SCHEDULE - GENERAL FUND YEAR ENDED SEPTEMBER 30, 2008 53 Variance with Actual Final Budget GAAP Positive Original Final Basis (Negative) Revenues General property tax Current and delinquent taxes 8,801,954$ 8,801,954$ 8,752,431$ (49,523)$ Penalty and interest 85,000 85,000 77,988 (7,012) Total property tax 8,886,954 8,886,954 8,830,419 (56,535) Gross receipts tax Telephone line access fee 405,000 405,000 423,715 18,715 Electric company 1,600,000 1,600,000 1,631,620 31,620 Gas company 300,000 300,000 372,531 72,531 Cable TV 295,000 295,000 433,265 138,265 City garbage service 137,000 137,000 150,261 13,261 W ater and sewer system 816,991 816,991 792,920 (24,071) Others 93,750 93,750 96,842 3,092 Total gross receipts tax 3,647,741 3,647,741 3,901,154 253,413 General sales tax 9,618,753 9,618,753 9,026,534 (592,219) Fines and fees Municipal court fines 2,831,500 2,831,500 2,831,675 175 Jail income 175,000 175,000 452,031 277,031 Dog licenses and pound fees 16,000 16,000 10,050 (5,950) Ambulance fees 725,000 725,000 828,223 103,223 Library fees 35,000 35,000 36,342 1,342 Zoning fees 12,000 12,000 11,928 (72) Deferred adjudication fee 175,000 175,000 127,055 (47,945) Total fines and fees 3,969,500 3,969,500 4,297,304 327,804 Licenses and permits Building permits 500,000 500,000 455,024 (44,976) Miscellaneous permits 204,500 204,500 208,339 3,839 Minimum housing 91,000 91,000 89,058 (1,942) Total licenses and permits 795,500 795,500 752,421 (43,079) Investment income 450,000 450,000 488,038 38,038 Intergovernmental 338,911 338,911 353,567 14,656 Other revenues Rental income 214,585 214,585 260,340 45,755 Swimming pools 15,000 15,000 16,481 1,481 Miscellaneous income 109,000 109,000 158,389 49,389 Total other revenues 338,585 338,585 435,210 96,625 Total revenues 28,045,944 28,045,944 28,084,647 38,703 Budgeted Amounts CITY OF EULESS, TEXAS BUDGETARY COMPARISON SCHEDULE - GENERAL FUND YEAR ENDED SEPTEMBER 30, 2008 CONTINUED 54 Variance with Actual Final Budget GAAP Positive Original Final Basis (Negative) Expenditures Current Culture and recreation 3,097,227 3,097,227 3,006,786 90,441 Development services 1,189,379 1,189,379 1,100,439 88,940 General and administrative 9,285,362 9,285,362 8,639,173 646,189 Highways and streets 961,629 961,629 943,171 18,458 Public safety 16,704,117 16,704,117 16,162,010 542,107 Total expenditures 31,237,714 31,237,714 29,851,579 1,386,135 Excess (deficiency) of revenues over expenditures (3,191,770) (3,191,770) (1,766,932) 1,424,838 Other financing sources (uses) Transfers in 1,581,011 1,581,011 1,557,576 (23,435) Transfers out (2,033,272) (2,033,272) (2,060,121)(26,849) Total other financing sources (uses), net (452,261) (452,261) (502,545) (50,284) Net change in fund balance (3,644,031) (3,644,031) (2,269,477) 1,374,554 Fund balance, beginning of year 10,987,441 10,987,441 10,987,441 - Fund balance, end of year 7,343,410$ 7,343,410$ 8,717,964$ 1,374,554$ Budgeted Amounts CITY OF EULESS, TEXAS BUDGETARY COMPARISON SCHEDULE – CAR RENTAL TAX SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2008 55 Variance with Actual Final Budget GAAP Positive Original Final Basis (Negative) Revenues Car rental tax 13,000,000$ 13,000,000$ 12,832,458$ (167,542)$ Investment income 300,000 300,000 392,891 92,891 Total revenues 13,300,000 13,300,000 13,225,349 (74,651) Expenditures General and administrative 8,666,666 8,666,666 8,563,983 102,683 Total expenditures 8,666,666 8,666,666 8,563,983 102,683 Excess (deficiency) of revenues over expenditures 4,633,334 4,633,334 4,661,366 28,032 Other financing sources (uses) Transfers in 374,817 374,817 - (374,817) Transfers out (8,729,460) (8,729,460) (8,729,461) (1) Total other financing sources (uses), net (8,354,643) (8,354,643) (8,729,461) (374,818) Net change in fund balance (3,721,309) (3,721,309) (4,068,095) (346,786) Fund balance, beginning of year 7,551,147 7,551,147 7,551,147 - Fund balance, end of year 3,829,838$ 3,829,838$ 3,483,052$ (346,786)$ Budgeted Amounts CITY OF EULESS, TEXAS NOTES TO REQUIRED SUPPLEMENTARY INFORMATION YEAR ENDED SEPTEMBER 30, 2008 56 NOTE 1. BUDGET BASIS OF ACCOUNTING The City Councils following procedures in establishing budgetary data reflected in the financial statements: 1. Prior to August 1, the City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following October 1. The operating budget includes proposed expenditures and expenses and means of financing them. 2. Public hearings are conducted to obtain taxpayers' comments. 3. Prior to September 21, the budget is legally enacted through passage of an ordinance and a budgetary report is prepared. 4. The City Manager is authorized to transfer budgeted amounts between departments within any fund; however, any revision that alters the total expenditures of any fund must be approved by the City Council. The budget presented reflects revisions made during the year. The legal level of control is at the fund level. 5. A budget is legally adopted for the general fund and special revenue funds on a basis consistent with accounting principles generally accepted in the United States of America. Formal budgetary integration is employed as a management control device during the year for the general fund and special revenue funds. Appropriations and encumbrances lapse at year-end. 6. Formal budgetary integration is not employed for the debt service funds because effective budgetary control is alternatively achieved through general obligation bond indenture provisions. 7. Budgetary data for the capital projects funds has not been presented in the accompanying basic financial statements as such funds are budgeted over the life of the respective project and not on an annual basis. Accordingly, formal budgetary integration of the capital projects funds is not employed and comparison of actual results of operations to budgetary data for such funds is not presented. 8. Appropriated budgets for the proprietary funds are also adopted but have not been presented since reporting on such budgets is not legally required. The Budgetary Comparison Schedules — general fund and car rental tax special revenue fund present a comparison of budgetary data to actual results. The general fund and car rental tax special revenue fund utilize the same basis of accounting for both budgetary purposes and actual results. COMBINING AND INDIVIDUAL FUND STATEMENTS AND SCHEDULES 57 NON-MAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS Special revenue funds are used to account for specific revenues that are legally restricted to expenditures for particular purposes. Hotel/Motel Fund – to account for the operations and expenditures for which hotel/motel occupancy taxes are used. Occupancy tax revenues are used primarily for advertising and promotion of the City. Police Drug Enforcement Fund – to account for proceeds from sale of assets seized in connection with drug arrests. Revenues are used solely for police department expenditures. Half-Penny Sales Tax Fund – to account for the sales tax revenues and expenditures of the Euless Development Corporation, a component unit of the City of Euless. The expenditures of the half-penny sales tax can only be spent on parks, library, debt service, and economic development activities within the City of Euless. Crime Control and Prevention District Fund – to account for the revenues and expenditures of this component unit of the City of Euless. The revenues are collected from sales taxes and expenditures can only be spent for police department operations and capital as approved by the Crime Control and Prevention District Board. Public Safety Grant Fund – to account for grant revenues received by the police and fire departments which must be spent in accordance with the grant provisions. Juvenile Case Fund – to account for a fee added to municipal court citations. This fee is used to support the expenditures associated with juvenile case processing. 58 NON-MAJOR GOVERNMENTAL FUNDS – Continued REDEVELOPMENT FUNDS Park Improvements Certificates of Obligation Fund (1990) – to account for the construction of park facilities. Financing was provided from the sale of Certificates of Obligation of $2,000,000 in 1990. Street Assessments Fund – to account for receipt of funds for special assessment collection and subsequent construction of improvements to various street and drainage projects. Half-Penny Sales Tax Capital Projects Fund – to account for bond proceeds to be expended for construction projects funded by the Euless Development Corporation, a component unit of the City of Euless. Developers' Contribution Fund – to account for funds received for the purpose of making new and future improvements to various development areas within the City. Car Rental Capital Projects Fund – to account for building and infrastructure projects that are funded from the short-term motor vehicle tax. Police Facility Construction Fund – to account for the construction of a police facility. General Obligation Capital Projects Fund – to account for various construction projects within the City. Redevelopment Fund – to account for any land acquisition and revitalization projects designed to enhance development and promote redevelopment throughout the community. CITY OF EULESS, TEXAS COMBINING BALANCE SHEET NON-MAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2008 59 Police Crime Drug Half Control and Public Hotel/Enforce-Penny Prevention Safety Juvenile Special Motel ment Sales Tax District Grant Case Revenue Fund Fund Fund Fund Fund Fund Total ASSETS Deposits and investments 195,673$ 335,817$ 1,634,560$ 215,276$ 58,616$ 795$ 2,440,737$ Accounts receivable 58,544 - - - 16,523 1,860 76,927 Accrued interest receivable - - 2,469 - - - 2,469 Prepaids 412 - 5,493 6,651 - - 12,556 Due from other governments - - 618,367 283,399 - - 901,766 Total assets 254,629$ 335,817$ 2,260,889$ 505,326$ 75,139$ 2,655$ 3,434,455$ LIABILITIES AND FUND BALANCES Liabilities: Accounts payable 4$ 675$ 183,288$ 10,870$ -$ 1,860$ 196,697$ Accrued salaries and wages - - 14,536 23,206 958 795 39,495 Due to other funds - - - - - - - Total liabilities 4 675 197,824 34,076 958 2,655 236,192 Fund Balances: Reserved for: Debt service - - 938,998 - - - 938,998 Historical preservation 1,245 - - - - - 1,245 Development agreements - - - - - - - Unreserved, undesignated 253,380 335,142 1,124,067 471,250 74,181 - 2,258,020 Total fund balances 254,625 335,142 2,063,065 471,250 74,181 - 3,198,263 Total liabilities and fund balances 254,629$ 335,817$ 2,260,889$ 505,326$ 75,139$ 2,655$ 3,434,455$ Special Revenue Funds 60 Park Improvements Half-Penny Car Rental Police G.O.Total Certificates Street Sales Tax Developers'Capital Facility Capital Re-Capital Non-major of Obligation Assessments Capital Contribution Projects Construction Projects development Projects Governmental Fund (1990)Fund Projects Fund Fund Fund Fund Fund Totals Funds 125$ 44,970$ 5,006,444$ 1,652,688$ 1,927,131$ 107,844$ 1,231,921$ 515,321$ 10,486,444$ 12,927,181$ - - - - - - - - - 76,927 - - 31,764 18,350 19,032 - 6,253 8,500 83,899 86,368 - - 1,498 - - - - - 1,498 14,054 - - - - - - - - - 901,766 125$ 44,970$ 5,039,706$ 1,671,038$ 1,946,163$ 107,844$ 1,238,174$ 523,821$ 10,571,841$ 14,006,296$ -$ -$ 17,000$ -$ 215,824$ -$ 4,523$ -$ 237,347$ 434,044$ - - - - - - - - - 39,495 - - - - - - - - - - - - 17,000 - 215,824 - 4,523 - 237,347 473,539 - - - - - - - - - 938,998 - - - - - - - - - 1,245 - - - 1,671,038 - - - - 1,671,038 1,671,038 125 44,970 5,022,706 - 1,730,339 107,844 1,233,651 523,821 8,663,456 10,921,476 125 44,970 5,022,706 1,671,038 1,730,339 107,844 1,233,651 523,821 10,334,494 13,532,757 125$ 44,970$ 5,039,706$ 1,671,038$ 1,946,163$ 107,844$ 1,238,174$ 523,821$ 10,571,841$ 14,006,296$ Capital Projects Funds CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - NON-MAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2008 61 Police Crime Drug Half Control and Public Hotel/Enforce-Penny Prevention Safety Juvenile Special Motel ment Sales Tax District Grant Case Revenue Fund Fund Fund Fund Fund Fund Totals Revenues Gross receipts tax 234,780$ - $ - $ - $ - $ - $ 234,780$ General sales tax - - 3,610,613 1,682,791 - - 5,293,404 Investment income 3,922 10,138 84,675 14,226 - - 112,961 DEA revenues - 26,580 - - - - 26,580 Other revenues 32 - - - 80,919 45,602 126,553 Total revenues 238,734 36,718 3,695,288 1,697,017 80,919 45,602 5,794,278 Expenditures Culture and recreation - - 1,454,543 - - - 1,454,543 Development services - - 131,838 - - - 131,838 General and administrative 6,937 - 418,506 - - 32,009 457,452 Public safety - 13,635 - 1,632,059 119,656 - 1,765,350 Debt service Principal - - 665,000 - - - 665,000 Interest and fiscal charges - - 266,007 - - - 266,007 Capital outlay and maintenance - - - 357,186 - - 357,186 Total expenditures 6,937 13,635 2,935,894 1,989,245 119,656 32,009 5,097,376 Excess (deficiency) of revenues over expenditures 231,797 23,083 759,394 (292,228) (38,737) 13,593 696,902 Other financing sources (uses) Transfers in - - - - 38,649 - 38,649 Transfers out (207,099) - (2,050,000) - - - (2,257,099) Total other financing sources (uses)(207,099) - (2,050,000) - 38,649 - (2,218,450) Net change in fund balances 24,698 23,083 (1,290,606) (292,228) (88) 13,593 (1,521,548) Fund balance, beginning of year 229,927 312,059 3,353,671 763,478 74,269 (13,593) 4,719,811 Fund balance, end of year 254,625$ 335,142$ 2,063,065$ 471,250$ 74,181$ - $ 3,198,263$ Special Revenue Funds 62 Park Improvements Half-Penny Car Rental Police G.O.Total Certificates of Street Sales Tax Developers'Capital Facility Capital Re-Capital Non-major Obligation Assessments Capital Contribution Projects Construction Projects development Project Governmental Fund (1990)Fund Projects Fund Fund Fund Fund Fund Totals Funds - $ - $ - $ - $ - $ - $ - $ - $ - $ 234,780$ - - - - - - - - - 5,293,404 - - 75,190 65,003 137,159 928 40,578 21,524 340,382 453,343 - - - - - - - - - 26,580 - - - 61,593 - - 665,013 10,000 736,606 863,159 - - 75,190 126,596 137,159 928 705,591 31,524 1,076,988 6,871,266 - - - - - - - - - 1,454,543 - - - - - - - - - 131,838 - - - - - - - - - 457,452 - - - - - 3,166 - - 3,166 1,768,516 - - - - - - - - - 665,000 - - - - - - - - - 266,007 - - 901,271 - 2,113,200 10,510 575,384 437,703 4,038,068 4,395,254 - - 901,271 - 2,113,200 13,676 575,384 437,703 4,041,234 9,138,610 - - (826,081) 126,596 (1,976,041) (12,748) 130,207 (406,179) (2,964,246) (2,267,344) - - 5,500,000 - 3,189,350 - 850,534 930,000 10,469,884 10,508,533 - - - (54,216) (450,000) - - - (504,216) (2,761,315) - - 5,500,000 (54,216) 2,739,350 - 850,534 930,000 9,965,668 7,747,218 - - 4,673,919 72,380 763,309 (12,748) 980,741 523,821 7,001,422 5,479,874 125 44,970 348,787 1,598,658 967,030 120,592 252,910 - 3,333,072 8,052,883 125$ 44,970$ 5,022,706$ 1,671,038$ 1,730,339$ 107,844$ 1,233,651$ 523,821$ 10,334,494$ 13,532,757$ Capital Projects Funds CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL HOTEL / MOTEL SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2008 63 Variance with Actual Final Budget GAAP Positive Original Final Basis (Negative) Revenues Gross receipts tax 215,000$ 215,000$ 234,780$ 19,780$ Other revenues - - 32 32 Investment income 6,250 6,250 3,922 (2,328) Total revenues 221,250 221,250 238,734 17,484 Expenditures General and administrative 10,000 10,000 6,937 3,063 Total expenditures 10,000 10,000 6,937 3,063 Other financing uses Transfers out (207,099) (207,099) (207,099) - Total other financing uses (207,099) (207,099) (207,099) - Net change in fund balance 4,151 4,151 24,698 20,547 Fund balance, beginning of year 229,927 229,927 229,927 - Fund balance, end of year 234,078$ 234,078$ 254,625$ 20,547$ Budgeted Amounts CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL POLICE DRUG ENFORCEMENT SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2008 64 Variance with Actual Final Budget GAAP Positive Original Final Basis (Negative) Revenues DEA revenues - $ - $ 26,580$ 26,580$ Investment income 13,750 13,750 10,138 (3,612) Total revenues 13,750 13,750 36,718 22,968 Expenditures Public safety 8,750 8,750 13,635 (4,885) Total expenditures 8,750 8,750 13,635 (4,885) Other financing sources (uses) Transfers out - - - - Total other financing sources (uses)- - - - Net change in fund balance 5,000 5,000 23,083 18,083 Fund balance, beginning of year 312,059 312,059 312,059 - Fund balance, end of year 317,059$ 317,059$ 335,142$ 18,083$ Budgeted Amounts CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL HALF-PENNY SALES TAX SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2008 65 Variance with Actual Final Budget GAAP Positive Original Final Basis (Negative) Revenues General sales tax 3,920,403$ 3,920,403$ 3,610,613$ (309,790)$ Investment income 107,500 107,500 84,675 (22,825) Total revenues 4,027,903 4,027,903 3,695,288 (332,615) Expenditures General and administrative 614,487 614,487 418,506 195,981 Culture and recreation 1,494,040 1,494,040 1,454,543 39,497 Development services 339,108 339,108 131,838 207,270 Debt service: Principal 665,000 665,000 665,000 - Interest and fiscal charges 267,716 267,716 266,007 1,709 Total expenditures 3,380,351 3,380,351 2,935,894 444,457 Other financing sources (uses) Transfers out (2,050,000) (2,050,000) (2,050,000) - Total other financing sources (uses)(2,050,000) (2,050,000) (2,050,000) - Net change in fund balance (1,402,448) (1,402,448) (1,290,606) 111,842 Fund balance, beginning of year 3,353,671 3,353,671 3,353,671 - Fund balance, end of year 1,951,223$ 1,951,223$ 2,063,065$ 111,842$ Budgeted Amounts CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL CRIME CONTROL AND PREVENTION DISTRICT SPECI AL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2008 66 Variance with Actual Final Budget GAAP Positive Original Final Basis (Negative) Revenues General sales tax 1,808,325$ 1,808,325$ 1,682,791$ (125,534)$ Investment income 22,500 22,500 14,226 (8,274) Total revenues 1,830,825 1,830,825 1,697,017 (133,808) Expenditures Public safety 1,805,789 1,805,789 1,632,059 173,730 Capital outlay and maintenance 403,734 403,734 357,186 46,548 Total expenditures 2,209,523 2,209,523 1,989,245 220,278 Net change in fund balance (378,698) (378,698) (292,228) 86,470 Fund balance, beginning of year 763,478 763,478 763,478 - Fund balance, end of year 384,780$ 384,780$ 471,250$ 86,470$ Budgeted Amounts CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL PUBLIC SAFETY GRANT FUND – SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2008 67 Actual Final Budget GAAP Positive Original Final Basis (Negative) Revenues Other revenues 79,613$ 79,613$ 80,919$ 1,306$ Total revenues 79,613 79,613 80,919 1,306 Expenditures Public safety 92,351 92,351 119,656 (27,305) Total expenditures 92,351 92,351 119,656 (27,305) Other financing sources 12,738 12,738 38,649 25,911 Transfers in Total other financing sources 12,738 12,738 38,649 25,911 Net change in fund balance - - (88) (88) Fund balance, beginning of year 74,269 74,269 74,269 - Fund balance, end of year 74,269$ 74,269$ 74,181$ (88)$ Budgeted Amounts CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL JUVENILE CASE FUND – SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2008 68 Variance with Actual Final Budget GAAP Positive Original Final Basis (Negative) Revenues Other revenues 52,000$ 52,000$ 45,602 (6,398)$ Total revenues 52,000 52,000 45,602 (6,398) Expenditures General and administrative 51,277 51,277 32,009 19,268 Total expenditures 51,277 51,277 32,009 19,268 Other financing sources Transfers in - - - - Total other financing sources (uses)- - - - Net change in fund balance 723 723 13,593 12,870 Fund balance, beginning of year (13,593) (13,593) (13,593) - Fund balance, end of year (12,870)$ (12,870)$ - $ 12,870$ Budgeted Amounts 69 NON-MAJOR PROPRIETARY FUNDS Enterprise funds are used to account for operations financed and operated in a manner similar to private business enterprises where the intent of the government's council is to recover the costs of providing goods or services to the general public on a continuing basis primarily through user charges; or where the government's council has decided that periodic determination of net income is appropriate for accountability purposes. Recreation Classes – to account for the operation of recreational programs and activities which are offered to groups and individuals on a fee basis. Softball Complex Fund – to account for the operation and maintenance of the softball complex, supported primarily by user charges. Athletic Complex Fund – to account for the operation and maintenance of the Parks at Texas Star athletic complex, supported primarily by user charges. Arbor Daze Fund – to account for the receipts and disbursements of the annual Arbor Daze Festival, supported primarily by user charges. CITY OF EULESS, TEXAS COMBINING STATEMENT OF NET ASSETS NON-MAJOR PROPRIETARY FUNDS SEPTEMBER 30, 2008 (1 of 2) 70 Recreation Softball Athletic Arbor Classes Complex Complex Daze Totals ASSETS Current assets Deposits and investments 322,522$ 121,841$ 1,046,644$ 36,071$ 1,527,078$ Accounts receivable and unbilled revenue 2,865 4,736 1,750 - 9,351 Accrued interest receivable - - 5,467 - 5,467 Prepaids and deposits 20 15,943 240 - 16,203 Inventory - 50,601 - - 50,601 Total current assets 325,407 193,121 1,054,101 36,071 1,608,700 Non-current assets Bond issuance cost - 20,049 14,259 - 34,308 Less accumulated amortization - 8,563 7,384 - 15,947 Due from other funds - 211,000 - - 211,000 Net bond issuance cost - 222,486 6,875 - 229,361 Property, plant and equipment, at cost Land - 584,532 - - 584,532 Building - 328,180 160,095 - 488,275 Equipment 89,658 102,312 51,884 - 243,854 Improvements - 608,896 6,996,308 - 7,605,204 Construction in progress - - - - - Total property plant and equipment 89,658 1,623,920 7,208,287 - 8,921,865 Less accumulated depreciation 52,870 613,146 1,976,122 - 2,642,138 Net property plant, and equipment 36,788 1,010,774 5,232,165 - 6,279,727 Total non-current assets 36,788 1,233,260 5,239,040 - 6,509,088 TOTAL ASSETS 362,195$ 1,426,381$ 6,293,141$ 36,071$ 8,117,788$ CITY OF EULESS, TEXAS COMBINING STATEMENT OF NET ASSETS NON-MAJOR PROPRIETARY FUNDS SEPTEMBER 30, 2008 (2 of 2) 71 Recreation Softball Athletic Arbor Classes Complex Complex Daze Totals LIABILITIES Current liabilities Payable from current assets Accounts payable 3,517$ 59,144$ 20,673$ - $ 83,334$ Accrued salaries and wages 504 18,048 2,069 - 20,621 Current portion of bonds payable - 125,000 - - 125,000 Deferred revenue - 560 - - 560 Accrued interest - 3,287 - - 3,287 Total current liabilities 4,021 206,039 22,742 - 232,802 Non-current liabilities Bonds payable - 962,386 - - 962,386 Due to other funds - - 211,000 - 211,000 Total non-current liabilities - 962,386 211,000 - 1,173,386 Total liabilities 4,021 1,168,425 233,742 - 1,406,188 NET ASSETS Invested in capital assets, net of debt 36,788 (76,612) 5,232,165 - 5,192,341 Unrestricted 321,386 334,568 827,234 36,071 1,519,259 TOTAL NET ASSETS 358,174$ 257,956$ 6,059,399$ 36,071$ 6,711,600$ CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS NON-MAJOR PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2008 72 Recreation Softball Athletic Arbor Classes Complex Complex Daze Totals Operating revenues Recreation fees 395,720$ - $ - $ - $ 395,720$ Service fees and miscellaneous - 1,047,693 360,261 15,785 1,423,739 Total operating revenues 395,720 1,047,693 360,261 15,785 1,819,459 Operating expenses Recreation classes 370,951 - - - 370,951 Athletic complex - - 313,135 - 313,135 Softball complex - 1,041,406 - - 1,041,406 Arbor Daze - - - 64,697 64,697 Depreciation 13,133 65,298 241,945 - 320,376 Amortization - 9,262 - - 9,262 Total operating expenses 384,084 1,115,966 555,080 64,697 2,119,827 Operating income(loss)11,636 (68,273) (194,819) (48,912) (300,368) Nonoperating revenues (expenses) Investment income 8,593 4,006 39,838 2,171 54,608 Other revenue - - 238 - 238 Interest on bonds - (35,304) - - (35,304) Total nonoperating revenues (expenses), net 8,593 (31,298) 40,076 2,171 19,542 Income (loss) before transfers 20,229 (99,571) (154,743) (46,741) (280,826) Transfers in - 7,354 - - 7,354 Transfers out - - (7,354) - (7,354) Change in net assets 20,229 (92,217) (162,097) (46,741) (280,826) Net assets, beginning of year 337,945 350,173 6,221,496 82,812 6,992,426 Net assets, end of year 358,174$ 257,956$ 6,059,399$ 36,071$ 6,711,600$ CITY OF EULESS, TEXAS COMBINING STATEMENT OF CASH FLOWS NON-MAJOR PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2008 73 Recreation Softball Athletic Arbor Classes Complex Complex Daze Totals OPERATING ACTIVITIES Cash received from customers 395,017$ 1,051,773$ 361,401$ 15,785$ 1,823,976$ Cash payments to suppliers for goods and services (280,127) (714,787) (215,033) (64,697) (1,274,644) Cash payments to employees for services (93,933) (310,823) (86,954) - (491,710) Net cash provided by (used in) operating activities 20,957 26,163 59,414 (48,912) 57,622 NONCAPITAL FINANCING ACTIVITIES Transfer in - 7,354 - - 7,354 Transfer out - - (7,354) - (7,354) Net cash provided by (used in) noncapital financing activities - 7,354 (7,354) - - CAPITAL AND RELATED FINANCING ACTIVITIES Interest paid on bonds - (32,015) - - (32,015) Reduction in bonds payable - (125,000) - - (125,000) Net proceeds from refunding bond issuance - - - - - Proceeds from gas lease - - - - - Loss on refunding bond issuance - - - - - Bond issuance costs - - - - - Purchase of utility plant and equipment in service - - - - - Net cash used in capital and related financing activities - (157,015) - - (157,015) INVESTING ACTIVITIES Interest received on investments 8,593 4,006 39,838 2,171 54,608 Net cash provided by investing activities 8,593 4,006 39,838 2,171 54,608 Net increase (decrease) in cash and and cash equivalents 29,550 (119,492) 91,898 (46,741) (44,785) Cash and cash equivalents, beginning of year 292,972 241,333 954,746 82,812 1,571,863 Cash and cash equivalents, end of year 322,522$ 121,841$ 1,046,644$ 36,071$ 1,527,078$ Reconciliation of operating income (loss) to net cash provided by (used in) operating activities Operating income (loss)11,636$ (68,273)$ (194,819)$ (48,912)$ (300,368)$ Adjustments to reconcile operating income (loss) to net cash provided by operating activities Depreciation and amortization 13,133 74,560 241,945 - 329,638 Changes in assets and liabilities: Accounts receivable and unbilled revenue (703) 3,520 1,141 - 3,958 Prepaids and deposits 209 (2,553) (200) - (2,544) Inventory - 22,921 - - 22,921 Accounts payable (3,048) 7,398 12,600 - 16,950 Accrued salaries and wages (270) (11,410) (1,253) - (12,933) Net cash provided by (used in) operating activities 20,957$ 26,163$ 59,414$ (48,912)$ 57,622$ 74 INTERNAL SERVICE FUNDS Internal service funds are used to account for the financing of goods or services provided by one department to other departments of the government and to other government units on a cost reimbursement basis. Equipment Replacement Fund - to account for the accumulation of funds to be used for replacement of existing equipment. Funding is provided annually by the user departments. Insurance Fund - to account for the revenues and expenses resulting from providing health insurance to the City's employees. Risk Management Workers Compensation Fund - to account for the revenue and expenses applicable to providing worker’s compensation coverage for all city employees, as well as, general liability and property coverage. CITY OF EULESS, TEXAS COMBINING STATEMENT OF NET ASSETS INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2008 75 Risk Equipment Manage- Replacement Insurance ment Fund Fund Fund Total Deposits and investments 2,000,159$ 3,701,776$ 1,222,940$ 6,924,875$ Accounts receivable - 56,224 180 56,404 Accrued interest receivable 13,143 33,029 1,592 47,764 Total current assets 2,013,302 3,791,029 1,224,712 7,029,043 Property, plant and equipment, at cost Equipment 6,981,360 54,956 11,024 7,047,340 Less accumulated depreciation 3,966,116 54,956 11,024 4,032,096 Net property, plant and equipment 3,015,244 - - 3,015,244 Total assets 5,028,546 3,791,029 1,224,712 10,044,287 Accounts payable - 696 11,217 11,913 Accrued salary and wages - 7,243 2,288 9,531 Accrued insurance claims - 259,998 133,108 393,106 Total current liabilities - 267,937 146,613 414,550 Invested in capital assets, net of related debt 3,015,244 - - 3,015,244 Unrestricted 2,013,302 3,523,092 1,078,099 6,614,493 Total net assets 5,028,546$ 3,523,092$ 1,078,099$ 9,629,737$ ASSETS LIABILITIES NET ASSETS CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2008 76 Risk Equipment Manage- Replacement Insurance ment Fund Fund Fund Total Operating revenues Insurance premiums - $ 4,209,919$ 272,074 4,481,993$ Service fees and miscellaneous 753,753 12,389 - 766,142 Total operating revenues 753,753 4,222,308 272,074 5,248,135 Operating expenses General and administrative 80,253 82,670 55,490 218,413 Insurance costs - 3,569,942 649,107 4,219,049 Depreciation 607,056 - - 607,056 Total operating expenses 687,309 3,652,612 704,597 5,044,518 Operating income (loss)66,444 569,696 (432,523) 203,617 Non-operating revenues Investment income 43,076 138,982 32,586 214,644 Gain on sale of capital assets 71,143 - - 71,143 Total nonoperating revenues 114,219 138,982 32,586 285,787 Income (loss) before transfers 180,663 708,678 (399,937) 489,404 Transfers in 660,920 - 450,000 1,110,920 Change in net assets 841,583 708,678 50,063 1,600,324 Net assets, beginning of year 4,186,963 2,814,414 1,028,036 8,029,413 Net assets, end of year 5,028,546$ 3,523,092$ 1,078,099$ 9,629,737$ CITY OF EULESS, TEXAS COMBINING STATEMENT OF CAH FLOWS INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2008 77 Risk Equipment Manage- Replacement Insurance ment Fund Fund Fund Total OPERATING ACTIVITIES Cash received from customers 769,403$ 4,235,167$ 272,074$ 5,276,644$ Cash payments to suppliers for goods and services 307,146 (3,584,314) (665,019) (3,942,187) Cash payments to employees for services - (54,626) (46,912) (101,538) Net cash provided by (used in) operating activities 1,076,549 596,227 (439,857) 1,232,919 NONCAPITAL FINANCING ACTIVITIES Transfers in 660,920 - 450,000 1,110,920 Net cash provided by noncapital financing activities 660,920 - 450,000 1,110,920 CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of equipment (1,175,753) - - (1,175,753) Sale of equipment 71,143 - - 71,143 Net cash used in capital and related financing activities (1,104,610) - - (1,104,610) INVESTING ACTIVITIES Interest received on investments 50,010 135,372 33,964 219,346 Net cash provided by investing activities 50,010 135,372 33,964 219,346 Net increase in cash and cash equivalents 682,869 731,599 44,107 1,458,575 Cash and cash equivalents, beginning of year 1,317,290 2,970,177 1,178,833 5,466,300 Cash and cash equivalents, end of year 2,000,159$ 3,701,776$ 1,222,940$ 6,924,875$ Reconciliation of operating loss to net cash provided by (used in) operating activities Operating income (loss)66,444$ 569,696$ (432,523)$ 203,617$ Adjustments to reconcile operating loss to net cash provided by (used in) operating activities Depreciation expense 607,056 - - 607,056 Loss on disposal of equipment 15,542 - - 15,542 Change in assets and liabilities Receivables - 12,859 - 12,859 Prepaids 468,645 - - 468,645 Accounts payable (81,138) 689 (5,883) (86,332) Accrued salaries and wages - (1,542) (898) (2,440) Accrued insurance claims - 14,525 (553) 13,972 Net cash provided by (used in) operating activities 1,076,549$ 596,227$ (439,857)$ 1,232,919$ 78 FIDUCIARY FUNDS Agency funds are used to account for assets held by the government as an agent for individuals, private organizations, other governments, and/or other funds. Stars Center Escrow – to account for investments held on-behalf of the Dallas Stars until the bond issuance is retired. CITY OF EULESS, TEXAS STATEMENT OF CHANGES IN ASSETS AND LIABILITIES FIDUCIARY FUNDS SEPTEMBER 30, 2008 79 Balance Balance September 30,September 30, 2007 Additions Deletions 2008 Assets Deposits and investments 2,339,529$ 209,315$ - $ 2,548,844$ Total assets 2,339,529$ 209,315$ - $ 2,548,844$ Liabilities Due to other entities 2,339,529$ 209,315$ - $ 2,548,844$ Total liabilities 2,339,529$ 209,315$ - $ 2,548,844$ STATISTICAL SECTION (Unaudited) 80 STATISTICAL SECTION (Unaudited) The statistical section of the City of Euless’ comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the city’s overall financial health. Contents Tables Financial Trends 1-4 The financial trend schedules contain trend information to help the reader understand how the city’s financial performance and well-being have changed over time. Revenue Capacity 5-8 The revenue capacity schedules contain information to help the reader assess the city’s most significant local revenue source, the property tax. Debt Capacity 9-13 The debt capacity schedules present information to help the reader assess the affordability of the city’s current level of outstanding debt (including that of its blended component units) and the city’s ability to issue additional debt in the future. Demographic and Economic Information 14-15 The demographic and economic schedules offer demographic and economic indicators to help the reader understand the environment within which the city’s financial activities occur. Operating Information 16-18 The operating information schedules contain service and infrastructure data to help the reader understand how the information in the city’s financial report relates to the services it provides and the activities it performs. CITY OF EULESS, TEXAS NET ASSETS BY COMPONENT – LAST SIX FISCAL YEARS (Accrual Basis of Accounting – Unaudited) Table 1 200320042005200620072008Governmental activitiesInvested in capital assets, net of related debt 42,192,665$ 46,733,074$ 49,659,438$ 49,883,218$ 58,251,542$ 73,176,978$ Restricted713,385 1,304,226 1,455,709 1,448,741 1,725,998 1,813,871 Unrestricted14,945,063 14,657,018 17,512,832 25,497,497 27,104,410 18,664,353 Total governmental activities net assets57,851,113$ 62,694,318$ 68,627,979$ 76,829,456$ 87,081,950$ 93,655,202$ Business-type activitiesInvested in capital assets, net of related debt42,401,512$ 43,283,643$ 47,988,447$ 48,278,044$ 50,186,697$ 52,155,251$ Restricted632,189 - - - - - Unrestricted14,009,239 16,906,068 15,830,507 19,099,883 16,421,971 16,900,637 Total business-type activities net assets57,042,940$ 60,189,711$ 63,818,954$ 67,377,927$ 66,608,668$ 69,055,888$ Primary governmentInvested in capital assets, net of related debt84,594,177$ 90,016,717$ 97,647,885$ 98,161,262$ 108,438,239$ 125,332,229$ Restricted1,345,574 1,304,226 1,455,709 1,448,741 1,725,998 1,813,871 Unrestricted28,954,302 31,563,086 33,343,339 44,597,380 43,526,381 35,564,990 Total primary government net assets114,894,053$ 122,884,029$ 132,446,933$ 144,207,383$ 153,690,618$ 162,711,090$ Note: Source: Comprehensive Annual Financial ReportsFiscal YearCity of Euless first applied GASB Statement 34 in fiscal year ended 9/30/2003; government-wide financial information for years prior is not available.81 CITY OF EULESS, TEXAS CHANGES IN NET ASSETS – LAST SIX FISCAL YEARS (Accrual basis of accounting – Unaudited) Table 2 200320042005200620072008ExpensesGovernmental activitiesCulture and recreation4,753,724$ 4,411,726$ 4,573,219$ 4,892,346$ 5,002,569$ 4,862,749$ Development services1,190,240 1,217,794 1,113,875 1,169,285 1,487,102 1,420,477 General and administrative11,879,362 12,337,712 13,370,907 15,122,831 16,495,449 17,733,714 Highway and streets2,117,959 2,398,447 1,734,487 2,211,083 2,206,697 2,534,856 Public Safety14,830,469 15,315,777 15,514,301 16,252,071 17,047,334 18,708,849 Interest on long-term debt3,147,819 2,765,102 2,572,094 2,741,754 2,664,658 3,151,039 Total governmental activities expenses37,919,573 38,446,558 38,878,883 42,389,370 44,903,809 48,411,684 Business-type activitiesWater and sewer12,046,092 12,550,708 13,227,562 15,285,026 15,418,299 16,462,599 Drainage utility812,785 793,358 875,995 884,763 1,059,272 932,771 Golf3,616,671 3,667,537 3,792,552 4,003,035 4,250,866 4,421,256 2,593,455 2,299,391 2,630,760 1,842,550 2,109,291 2,155,131 Total business-type activities expenses19,069,003 19,310,994 20,526,869 22,015,374 22,837,728 23,971,757 Total primary government expenses56,988,576 57,757,552 59,405,752 64,404,744 67,741,537 72,383,441 Program RevenuesGovernmental activitiesFees, Fines, and Charges for ServicesCulture and recreation56,749 52,651 91,925 92,837 83,084 65,349 Development services628,585 817,293 896,894 841,033 833,822 688,348 General and administrative1,403,636 1,401,057 1,241,408 1,706,000 1,252,030 1,391,437 Highway & Streets- - - 6,300 (8,026) 722,334 Public Safety3,541,356 3,328,327 3,734,364 4,505,202 4,423,564 5,439,171 Operating grants and contributions515,039 517,307 1,302,332 592,231 411,857 486,862 Capital grants and contributions- - - 8,706 2,199,106 1,885,266 Total governmental activities program revenues6,145,365 6,116,635 7,266,923 7,752,309 9,195,437 10,678,767 Business-type activitiesCharges for servicesWater and sewer12,768,482 13,235,590 14,213,072 16,065,814 13,730,467 15,849,209 Drainage utility626,199 643,229 659,949 658,231 701,476 661,725 Golf3,078,739 3,052,947 3,347,922 3,777,018 3,825,486 3,904,008 Other recreation enterprises2,603,260 2,012,214 2,453,905 1,518,386 1,636,883 1,819,459 Operating grants and contributions- - 3,308,393 - - - Capital grants and contributions2,849,795 - - 312,835 1,012,919 - Total business-type activities program revenues21,926,475 18,943,980 23,983,241 22,332,284 20,907,231 22,234,401 Total primary government program revenues28,071,840 25,060,615 31,250,164 30,084,593 30,102,668 32,913,168 Fiscal Year82 CITY OF EULESS, TEXAS CHANGES IN NET ASSETS – LAST SIX FISCAL YEARS (Accrual basis of accounting – Unaudited) - Continued Table 2 200320042005200620072008ExpensesNet (Expense) RevenueGovernmental Activities(31,774,208) (32,329,923) (31,611,960) (34,637,061) (35,708,372) (37,732,917) Business-type Activities2,857,472 (367,014) 3,456,372 316,910 (1,930,497) - Total Primary government net expense(28,916,736) (32,696,937) (28,155,588) (34,320,151) (37,638,869) (37,732,917) General Revenues and Other Changes in Net AssetsGovernmental Activities:Taxes:Ad valorem (Property Tax)9,941,779 10,233,079 10,777,414 11,188,598 12,343,359 12,231,294 Sales8,865,055 9,229,819 9,648,979 12,303,965 13,990,652 14,319,938 Other Taxes13,074,910 13,666,041 14,431,288 16,999,325 16,903,694 16,968,392 Investment earnings580,245 463,239 870,841 1,611,815 2,031,580 1,727,542 Contributions from property owners1,814,257 3,191,097 1,229,401 - - - Gain/(loss) on sale/retirement of capital assets41,807 30,811 (21,023) 24,866 74,163 71,143 Miscellaneous102,193 18,208 - - - - Transfers(1,535,227) 340,834 608,721 709,969 617,418 (1,012,140) Total Governmental Activities32,885,019 37,173,128 37,545,621 42,838,538 45,960,866 44,306,169 Business-type ActivitiesInterest on investments320,233 266,240 407,468 771,888 1,023,865 726,385 Contributions from property owners572,065 3,588,379 374,124 271,707 253,786 252,045 Gain/(loss) on sale/retirement of capital assets- - - - 277,004 - Miscellaneous- - - 2,908,437 224,001 10,406 Transfers1,535,227 (340,834) (608,721) (709,969) (617,418) 1,012,140 Total Business-type Activities2,427,525 3,513,785 172,871 3,242,063 1,161,238 2,000,976 Total Primary Government35,312,544 40,686,913 37,718,492 46,080,601 47,122,104 46,307,145 Change in Net AssetsGovernmental Activities1,110,811 4,843,205 5,933,661 8,201,477 10,252,494 6,573,252 Business-type Activities5,284,997 3,146,771 3,629,243 3,558,973 (769,259) 2,000,976 Total Primary Government6,395,808$ 7,989,976$ 9,562,904$ 11,760,450$ 9,483,235$ 8,574,228$ Fiscal Year83 CITY OF EULESS, TEXAS FUND BALANCES, GOVERNMENTAL FUNDS – LAST TEN FISCAL YEARS (Unaudited) Table 3 1999200020012002200320042005200620072008General FundReserved for other80,047$ 123,862$ 99,851$ 141,886$ 136,167$ 193,253$ 239,592$ 310,956$ 393,950$ 362,018$ Unreserved4,180,670 5,633,935 6,324,146 6,845,070 6,039,430 5,552,863 6,363,113 8,989,805 10,593,492 8,355,946 Total general fund4,260,717$ 5,757,797$ 6,423,997$ 6,986,956$ 6,175,597$ 5,746,116$ 6,602,705$ 9,300,761$ 10,987,442$ 8,717,964$ All Other Governmental FundsReserved forDebt service1,109,693$ 1,581,339$ 1,522,621$ 1,344,435$ 1,380,615$ 1,432,251$ 1,642,766$ 1,587,754$ 1,893,893$ 1,967,502$ Development agreements1,202,910 1,202,657 1,367,369 1,683,008 1,447,612 1,442,999 1,470,156 1,535,647 1,598,658 1,671,038 Other1,323 1,323 1,323 1,323 1,245 1,245 1,245 1,245 1,245 1,245 Unreserved, reported inSpecial revenue funds2,352,011 4,511,136 6,119,684 9,376,163 7,167,612 5,830,664 8,086,786 7,643,232 11,330,717 5,741,072 Capital project funds5,809,904 15,060,656 15,167,228 9,200,172 7,301,088 13,708,861 11,110,293 7,482,417 4,627,428 10,940,619 Total all other governmental funds10,475,841$ 22,357,111$ 24,178,225$ 21,605,101$ 17,298,172$ 22,416,020$ 22,311,246$ 18,250,295$ 19,451,941$ 20,321,476$ Source: Comprehensive Annual Financial ReportsFiscal Year84 CITY OF EULESS, TEXAS CHANGES IN FUND BALANCES, GOVERNEMNTAL FUNDS – LAST TEN FISCAL YEARS (Unaudited) Table 4 1999200020012002200320042005200620072008REVENUESGeneral property tax6,799,379$ 7,208,237$ 7,646,808$ 8,845,813$ 9,855,490$ 10,297,219$ 11,138,582$ 11,266,615$ 12,482,090$ 12,200,974$ Gross receipts tax2,598,167 2,655,007 3,572,806 3,767,478 3,433,537 3,475,785 3,589,389 4,418,954 3,947,812 4,135,934 General sales tax7,625,399 9,244,571 8,693,648 8,922,660 8,865,055 9,229,819 9,648,979 12,303,965 13,990,652 14,319,938 Car rental tax- 6,300,071 11,048,696 10,148,812 9,641,373 10,190,256 10,841,899 12,580,371 12,955,882 12,832,458 Fines and fees3,349,742 3,452,010 3,145,608 3,237,217 3,377,046 3,162,113 3,662,327 4,089,056 4,348,839 4,297,304 Licenses and permits448,751 550,356 511,625 1,188,231 1,009,058 1,190,059 870,010 806,476 804,404 752,421 Interest income878,518 1,514,037 1,902,874 898,590 566,049 444,653 798,485 1,468,812 1,784,492 1,512,898 DEA Revenues125,714 101,538 71,457 133,138 45,997 128,341 14,607 77,461 5,360 26,580 Intergovernmental557,246 602,417 413,617 421,176 326,493 292,265 303,713 315,487 334,979 353,567 Other revenues447,126 843,473 1,491,487 1,790,164 1,500,408 1,434,035 2,238,652 2,015,047 1,513,511 2,924,573 Total Revenues22,830,042 32,471,717 38,498,626 39,353,279 38,620,506 39,844,545 43,106,643 49,342,244 52,168,021 53,356,647 EXPENDITURESCulture and recreation2,838,778 3,967,325 3,277,992 3,277,615 3,764,712 3,586,026 3,890,845 4,079,825 4,500,202 4,461,329 Development services914,099 934,241 1,026,518 1,046,331 1,111,608 1,150,194 1,079,073 1,117,614 1,461,222 1,232,277 General and administrative4,281,012 8,661,518 11,847,312 11,748,167 11,631,603 11,912,050 12,494,352 14,860,076 16,377,711 17,660,608 Highway and streets815,687 746,976 734,672 750,218 973,493 766,030 670,742 656,964 693,711 943,171 Public safety9,852,770 10,362,522 11,149,869 12,187,878 13,343,235 13,814,758 14,409,786 15,334,138 16,958,988 17,930,526 Debt Service:Principal 1,775,000 1,412,790 1,584,277 2,164,866 2,452,838 2,666,815 2,600,000 2,790,000 - 3,010,000 Interest and fiscal charges1,454,632 1,768,842 3,766,821 4,072,936 3,528,072 3,308,249 2,939,783 2,596,934 3,030,000 2,437,894 Issuance costs- 328,100 104,300 - 85,363 80,000 128,000 97,810 2,583,052 - Capital outlay and maintenance3,069,616 15,404,250 13,390,056 7,349,486 3,964,777 3,455,190 4,248,437 7,997,263 3,777,225 5,843,641 Total expenditures25,001,594 43,586,564 46,881,817 42,597,497 40,855,701 40,739,312 42,461,018 49,530,624 49,382,111 53,519,446 EXCESS (DEFICIENCY) OF REVENUESOVER (UNDER) EXPENDITURES(2,171,552) (11,114,847) (8,383,191) (3,244,218) (2,235,195) (894,767) 645,625 (188,380) 2,785,910 (162,799) OTHER FINANCING SOURCES (USES)Issuance of debt- 24,088,891 11,455,000 6,437,616 5,535,295 7,580,000 13,900,000 6,710,000 - - Payment of escrow for refunding- - - (6,315,299) (5,492,201) - (14,386,070) (6,879,482) - - Bond premium - - - - - - 508,038 - - - Transfers in1,867,886 2,784,426 3,347,358 3,683,309 3,987,716 3,985,286 2,435,617 5,536,285 2,920,599 12,313,757 Transfers out(1,265,318) (2,380,120) (3,931,853) (3,821,573) (6,913,902) (5,982,152) (2,351,396) (6,541,319) (2,818,181) (13,550,897) Total Other Financing Sources602,568 24,493,197 10,870,505 (15,947) (2,883,092) 5,583,134 106,189 (1,174,516) 102,418 (1,237,140) NET CHANGE IN FUND BALANCES(1,568,984)$ 13,378,350$ 2,487,314$ (3,260,165)$ (5,118,287)$ 4,688,367$ 751,814$ (1,362,896)$ 2,888,328$ (1,399,939)$ Debt service as a percentageof noncapital expenditures14.7%12.5%16.3%17.7%16.4%16.2%14.8%13.2%12.3%11.3%Source: Comprehensive Annual Financial ReportsFiscal Year85 CITY OF EULESS, TEXAS ASSESED AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY – LAST TEN FISCAL YEARS (Unaudited) Table 5 Total Total Less:Total TaxableDirectFiscalRealPersonalMarketTax-Exempt AssessedTaxYearPropertyPropertyValuePropertyValueRate19991,257,952,252182,780,2721,440,732,524164,107,7201,276,624,8040.52475420001,372,654,858198,674,3431,571,329,201175,797,8831,395,531,3180.51475420011,501,844,617195,014,5831,696,859,200194,755,2821,502,103,9180.51475420021,642,632,027375,015,4872,017,647,514210,303,8091,807,343,7050.49725420031,774,764,051415,198,1752,189,962,226227,535,9731,962,426,2530.49725420041,908,435,313410,962,2602,319,397,573249,704,2492,069,693,3240.49500020052,029,651,370428,198,1422,457,849,512271,935,4962,185,914,0160.49500020062,190,313,348375,328,8442,565,642,192312,107,6192,253,534,5730.49177720072,324,055,440424,995,7122,749,051,152308,569,0352,440,482,1170.48950020082,438,826,320464,735,6702,903,561,990320,650,5902,582,911,4000.470000Source: Tarrant Appraisal DistrictNote:Property in the city is reassessed each year. Property is assessed at actual value; therefore, the assessed valuesare equal to actual value. Tax rates are per $100 of assessed value.Estimated Market Value86 CITY OF EULESS, TEXAS DIRECT AND OVERLAPPING PROPERTY TAX RATES (per $100 of Assessed Value) – LAST TEN FISCAL YEARS (Unaudited) Table 6 Fiscal YearOperating / General RateGeneral Obligation Debt ServiceTotal Direct RateHurst-Euless-Bedford ISDGrapevine-Colleyville ISDTarrant CountyTarrant County Hospital DistrictTarrant County Community College19990.3608550.1638990.5247541.60631.53780.26480.23410.106420000.3564400.1583140.5147541.63181.55230.26480.23410.106420010.3363740.1783800.5147541.67751.58230.27480.23410.106420020.3119660.1852880.4972541.65301.61680.27480.23410.106420030.2984790.1987750.4972541.71191.65980.27250.23240.139420040.3092410.1857590.4950001.66161.70110.27250.23540.139420050.3313960.1636040.4950001.71051.70000.27250.23540.139420060.3403210.1514560.4917771.72301.70000.27250.23540.139420070.3432270.1462730.4895001.59751.57430.27150.23540.139420080.3403410.1296590.4700001.30371.29000.26650.23040.1394City Direct RatesOverlapping Rates87 CITY OF EULES, TEXAS PRINCIPAL PROPERTY TAX PAYERS Current Year and Nine Years Ago (Unaudited) Table 7 PercentagePercentageof Total Cityof Total CityTaxable TaxableTaxable TaxableAssessed AssessedAssessed AssessedTaxpayerValueValue (1)TaxpayerValueValue (2)Avis Budget Group LLC72,277,544$ 2.80 % Southwestern Bell Telephone Company 43,384,376$ 3.40 %Hertz Corp62,247,645 2.41 The Bear Apartments29,522,059 2.31Vanguard Car Rental USA Inc.61,184,876 2.37 Southwest Properties22,062,773 1.73IRA Stoneleigh Feeco LLC39,469,294 1.53 Somerset Village Partners, LP20,181,995 1.58Colonial Realty, LP37,400,000 1.45 TU Electric17,556,614 1.38TXU Electric Delivery Co.37,026,203 1.43 Western Rim Investors 1994-316,517,351 1.29A T & T Mobility34,397,589 1.33 800 Eash Ash Lan Inc.13,635,000 1.07Somerset Village Partners LP30,299,136 1.17 Bear Creek Apartments, Inc.12,000,000 0.94Seramont II LP29,611,000 1.15 Bear Creek Norstor USA, LP11,637,975 0.91Western Rim Investors 1994-325,302,710 0.98 Home Depot USA Inc.10,973,099 0.86Total429,215,997$ 16.62 % Total197,471,242$ 15.47 %Source: Tarrant County Tax OfficeNote: (1) Total Taxable Value including real and personal property for tax year 2007 (fiscal year 2008) is $2,582,911,400.(2) Total Taxable Value including real and personal property for tax year 1998 (fiscal year 1999) is $1,276,624,804.2008199988 CITY OF EULESS, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS – LAST TEN FISCAL YEARS (Unaudited) Table 8 CollectionsFiscalTotalFiscal YearPercentage in SubsequentTotal PercentageDelinquentPercentgeYearTax LevyAmountof LevyYearsCollectionsOf LevyTaxesof Levy19996,698,9856,618,46498.80%132,5566,751,020100.78%393,9885.88%20007,150,3937,068,63398.86%67,4647,136,09799.80%361,6635.06%20017,717,2587,562,14597.99%41,3167,603,46198.53%493,7036.40%20028,987,0888,668,50796.46%102,8718,771,37897.60%915,90410.19%20039,758,2439,639,27898.78%126,0299,765,307100.07%1,002,19310.27%200410,244,98210,026,89797.87%164,78410,191,68199.48%938,0539.16%200510,820,27410,663,36798.55%353,31211,016,678101.82%707,0196.53%200611,070,60611,007,36899.43%142,52911,149,897100.72%785,0377.09%200711,932,51211,801,18398.90%429,49312,230,676102.50%569,3394.77%200812,127,56311,986,39698.84%107,40212,093,79899.72%539,0204.44%Source: Tarrant County Tax Office and Tarrant Appraisal DistrictDelinquent TaxesCollected within theTotal CollectionFiscal Year of the Levy89 CITY OF EULES, TEXAS RATIO OF OUTSTANDING DEBT BY TYPE – LAST TEN FISCAL YEARS (Unaudited) Table 9 Taxable GeneralPercentageGeneral CertificatesCertificatesSales TaxW&SDrainageCertificatesObligationTotalof PersonalPerFiscalObligationofofRevenueRevenueRevenue ofRefundingPrimaryIncome CapitaYearBondsObligationObligationBondsBondsBondsObligationBondsGovernment(1)(1)19994,026,586 10,625,000 - 9,090,000 1,770,000 1,765,000 11,490,000 - 38,766,586 3.79%904 20007,813,796 18,715,000 10,290,000 9,700,000 4,615,000 1,655,000 11,530,000 - 64,318,796 5.78%1,439 200113,214,519 23,690,000 10,190,000 9,295,000 4,170,000 1,535,000 11,295,000 - 73,389,519 6.31%1,613 200212,409,653 22,910,000 10,040,000 9,325,000 3,590,000 1,460,000 10,985,000 - 70,719,653 5.93%1,532 200315,381,815 18,420,000 9,875,000 3,300,000 1,300,000 10,660,000 - 58,936,815 4.62%1,229 200417,525,000 21,915,000 9,700,000 8,310,000 5,220,000 1,135,000 500,000 11,095,000 75,400,000 5.67%1,516 200527,410,000 10,365,000 9,510,000 7,725,000 4,915,000 965,000 210,000 11,095,000 72,195,000 5.27%1,445 200628,820,000 7,175,000 9,305,000 7,175,000 4,805,000 785,000 - 11,005,000 69,070,000 4.86%1,361 200727,350,000 6,475,000 9,080,000 6,540,000 4,585,000 600,000 - 10,560,000 65,190,000 4.40%1,232 200825,985,000 5,735,000 8,840,000 5,875,000 4,350,000 410,000 - 10,105,000 61,300,000 4.15%1,148 Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements.(1)See Table 14 for personal income and population data.Business-Type Activities Governmental Activities90 CITY OF EULESS, TEXAS RATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITAL – LAST TEN FISCAL YEARS (Unaudited) Table 10 General CertificatesEstimatedDebt toFiscalObligationofPopulationAssessedAssessedDebt PerYearBondsObligationTotal(1)Value (2)ValueCapita19994,026,586$ 10,625,000$ 14,651,586$ 42,9001,276,624,804$ 1.15%342$ 20007,813,79618,715,00026,528,79644,7001,395,531,3181.90%593 200113,214,51923,690,00036,904,51945,5001,502,103,9182.46%811 200212,409,65322,910,00035,319,65346,1661,807,343,7051.95%765 200315,381,81518,420,00033,801,81547,9501,962,426,2531.72%705 200417,525,00021,915,00039,440,00049,7502,069,693,3241.91%793 200527,410,00010,365,00037,775,00049,9502,185,914,0161.73%756 200628,820,0007,175,00035,995,00050,7502,253,534,5731.60%709 200727,350,0006,475,00033,825,00052,9002,440,482,1171.39%639 200825,985,0005,735,00031,720,00053,4002,582,911,4001.23%594 Note: Source:(1) Estimates by North Central Texas Council of Governments(2) Tarrant Appraisal District General Bonded Debt OutstandingDetails regarding the city's outstanding debt can be found in the notes to the financial statements. Total does not include taxable certificates of obligation.91 CITY OF EULESS, TEXAS DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT As of September 30, 2008 - (Unaudited) Table 11 Estimated EstimatedShare ofDebtPercentageOverlappingGovernmental UnitOutstandingApplicableDebtDebt repaid with property taxesGrapevine-Colleyville Independent School District345,913,1002.12%7,333,358Hurst-Euless-Bedford Independent School District212,084,61026.79%56,817,467Tarrant County345,904,8562.72%9,408,612Tarrant County Hospital District64,620,0002.72%1,757,664Tarrant County College District46,301,9472.72%1,259,413Subtotal, overlapping debt76,576,514City of Euless (direct debt)31,720,000100.00%31,720,000Total direct and overlapping debt108,296,514Source: Debt outstanding data provided by each governmental unit.92 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE WATER AND SEWER BONDS – LAST TEN FISCAL YEARS (Unaudited) Table 12 LessInterestTotalOperatingNetandFiscalRevenuesExpensesRevenueFiscalCoverageYear(1)(2)AvailablePrincipalChargesTotalRatio199911,909,0119,288,6222,620,389385,000107,325492,3255.32200013,558,0519,765,2393,792,812415,00062,856477,8567.94200113,084,48310,915,7842,168,699445,000317,637762,6372.84200211,719,41110,298,9401,420,471580,000231,234811,2341.75200313,016,93410,431,2492,585,685615,000199,245814,2453.18200413,443,17410,902,5222,540,652500,000183,946683,9463.71200514,548,71511,555,1082,993,607305,000275,524580,5245.16200616,668,05813,485,9553,182,103195,000229,437424,4377.50200714,645,20113,668,755976,446220,000213,643433,6432.25200816,369,36314,722,6441,646,719235,000193,464428,4643.84Notes: (1) Operating revenues, investment income, and other revenue of the water and sewer fund(2) Total operating expenses of Water and Sewer Fund exclusive of depreciation and amortization.93 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE DRAINAGE UTILITY BONDS – LAST TEN FISCAL YEARS (Unaudited) Table 13 LessInterestTotalOperatingNetandFiscalRevenuesExpensesRevenueFiscalCoverageYear(1)(2)AvailablePrincipalChargesTotalRatio1999621,586195,397426,189105,000118,433223,4331.912000662,132329,422332,710110,000112,343222,3431.502001662,455212,073450,382120,000108,652228,6521.972002645,852241,034404,81875,00074,041149,0412.722003653,916291,668362,248160,00032,494192,4941.882004667,131225,815441,316165,00046,255211,2552.092005700,316265,444434,872170,00041,305211,3052.062006741,256257,920483,336180,00035,355215,3552.242007790,647420,586370,061185,00034,303219,3031.692008736,433298,712437,721190,00021,565211,5652.07Notes: (1) Operating revenues and investment income of drainage utility fund(2) Total operating expenses of Drainage Utility Fund exclusive of depreciation and amortization.94 CITY OF EULESS, TEXAS DEMOGRAPHIC STATISTICS – LAST TEN FISCAL YEARS (Unaudited) Table 14 PerPersonal EstimatedCapitaIncomeSchoolUnemploymentFiscalPopulationIncome(thousandsMedian AgeEnrollmentRateYear(1)(2)of dollars)(3)(4)(5)199942,90023,8581,023,508N/A19,5002.1%200044,70024,8841,112,315N/A19,5002.2%200145,50025,5561,162,798N/A19,5003.3%200246,16625,8371,192,791N/A19,5004.6%200347,95026,6301,276,909N/A19,5004.7%200449,75026,7101,328,823N/A19,7003.8%200549,95027,4061,368,930N/A19,6004.5%200650,75027,9991,420,94933.720,1114.8%200752,90028,0291,482,73434.120,3183.8%200853,40027,6341,475,65634.220,0484.5%Notes: 1. Estimates by North Central Texas Council of Governments, as of January 1st of each year. 2. Estimates by Claritas Site Reports; Research & Demographic Solutions 3. Research & Demographic Solutions - 2008 4. Hurst-Euless-Bedford Independent School District 5. Texas Workforce Commission95 CITY OF EULESS, TEXAS PRINCIPAL EMPLOYERS Current Year and Nine Years Ago (Unaudited) Table 15 PercentagePercentageof Total Cityof Total CityEmployerEmployeesEmploymentEmployerEmployeesEmploymentHEB ISD817 3.21%City of Euless323 1.81%LSG Sky Chefs, Inc.800 3.14%Edward Blank Associates300 1.68%City of Euless390 1.53%Tarrant Printing210 1.18%Autogrill Group, Inc325 1.28%Home Depot155 0.87%Beall Concrete250 0.98%Marriott130 0.73%Super Target200 0.78%Dal - Tex125 0.70%Life Outreach International186 0.73%Albertsons100 0.56%TJ Lambrecht Construction185 0.73%Atlas Match100 0.56%Home Depot140 0.55%N/A- 0.00%Lowe's135 0.53%N/A- 0.00%Total3,428 13.46%1,443 8.08%20081999Source: 1999 Official Statement, TWC website, US Census website, City of Euless Economic Development DepartmentNote: 1999 Official Statement listed the top eight employers, other source data did not provide any further information to top ten list for 1999.96 CITY OF EULESS, TEXAS FULL–TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM – LAST TEN FISCAL YEARS (Unaudited) Table 16 Function/Program1999200020012002200320042005200620072008General Governmentand Administration47.25 49.25 50.25 52.25 52.25 52.25 51.25 50.75 53.00 54.50 Public Safety111.00 112.00 116.00 116.00 117.00 117.00 118.00 120.00 123.00 126.00 Fire Safety60.00 60.00 60.00 61.00 61.00 61.00 64.00 67.00 70.00 73.00 Development Services13.00 13.00 13.00 13.00 15.00 15.00 12.00 12.00 12.00 12.00 Culture and Recreational34.75 33.75 34.75 35.75 35.75 35.75 35.75 35.75 36.50 36.00 Water and Sewer48.00 51.00 52.00 51.00 49.00 49.00 48.00 49.50 50.00 50.00 Golf Course14.25 15.25 15.25 15.25 15.25 15.25 15.25 15.25 15.25 15.25 Public Works14.75 15.75 15.75 15.75 15.75 15.75 15.75 15.75 15.75 15.75 Service Center6.00 6.00 6.00 6.00 6.00 6.00 6.00 6.00 6.00 6.00 Risk Management / Insurance2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 1.50 1.50 Total351.00 358.00 365.00 368.00 369.00 369.00 368.00 374.00 383.00 390.00 Source: City Budget OfficeFiscal Year97 CITY OF EULESS, TEXAS OPERATING INDICATORS BY FUNCTION/PROGRAM – LAST TEN FISCAL YEARS (Unaudited) Table 17 Function/Program1999200020012002200320042005200620072008Public SafetyPoliceNumber of Certified Officers80818181818182828285Number of Citations IssuedN/A23,50925,43023,71927,14525,49132,20038,35934,36826,503FireNumber of Certified Firefighters57585859595962656871Number of AlarmsN/A4,4324,7174,5304,8494,6993,9493,6613,6754,197Number of EMS CallsN/A1,0771,1941,1252,3201,8542,2022,3172,3982,778Municipal CourtCases FiledN/A34,87833,80333,98035,38534,25841,02746,08539,09630,551DevelopmentNumber Residential Inspections - NewN/A1201001071825183193155877Number Commercial Inspections - NewN/A101084138102428Number Multifamily Inspections - NewN/A224100000Public WorksStreet Overlay (Square Footage)N/A543,532301,421767,1541,238,0461,004,7351,391,8891,117,894664,472999,285Cultural and RecreationalParks and RecreationRecreation Center MembershipsN/A2,2292,0003,6494,4274,1234,2604,1603,9903,944Class Attendance (Youth/Adult)N/A14,75613,93511,09917,53224,52224,57525,70429,06759,541Water and SewerNumber of Water Consumers20,35221,58822,05622,61523,23123,84825,01224,48624,48424,608Water Produced (In Gallons x 1000)N/A438,019341,835474,987555,046384,306314,085372,695414,934348,548Water Purchased - TRA (In Gallons x 1000)N/A2,298,8192,134,7681,839,4981,895,1202,146,7062,382,0402,947,9452,202,4262,291,974Water Supplied (In Gallons x 1000)N/A2,736,8382,476,6032,314,4852,450,1662,531,0122,696,1253,320,6402,617,3602,640,522Annual Rainfall (In Inches)N/A26.5846.9538.3430.7541.0832.5120.7453.5127.10Golf CourseNumber of Paid Rounds Played41,04938,54229,69429,96130,86133,14632,72536,63935,09436,528Source: City DepartmentsComprehensive Annual Financial ReportCity Budget OfficeNotes:N/A - Data not available.Fiscal Year98 CITY OF EULESS, TEXAS CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM – LAST TEN FISCAL YEARS (Unaudited) Table 18 Function/Program1999200020012002200320042005200620072008Public SafetyPolice Stations1 1 1 1 1 1 1 1 1 1 Fire Stations3 3 3 3 3 3 3 3 3 3 Public WorksStreets- Paved (linear miles)N/A182.0 182.0 182.0 182.0 182.0 182.0 182.0 211.0 217.6 Cultural and RecreationalSwimming Pools3 3 3 3 3 3 3 3 3 3 Parks14 16 16 16 16 16 16 17 17 17 Parks Land (Acres)539 539 539 539 539 539 539 566 632 632 Community Buildings3 3 3 5 5 5 5 5 5 5 Ampitheater2 2 2 2 2 2 2 2 2 2 Conference Center1 1 1 1 1 1 1 1 1 1 Golf Course1 1 1 1 1 1 1 1 1 1 Athletic Fields24 24 24 24 24 24 24 37 37 37 Library Holdings81,969 84,566 90,790 98,314 106,442 96,228 99,972 97,334 98,613 101,672 Water and SewerWater Mains (miles)179.00 185.00 197.00 202.00 209.00 210.00 212.00 218.00 222.10 226.80 Fire Hydrants1,160 1,190 1,215 1,215 1,318 1,318 1,318 1,377 1,441 1,477 Sanitary Sewers (miles)135.0 139.0 143.0 149.0 157.0 161.0 162.0 162.0 168.0 186.3 Source: City Departments99