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HomeMy WebLinkAboutFY 2006 Comprehensive Annual Financial Report201 N. Ector Drive Euless, Texas 76039 (817) 685-1826 www.euless.org City of Euless Comprehensive Arnmal ieport IFiscal Year Endi riff Septemheir 309 2006 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2006 TABLE OF CONTENTS INTRODUCTORY SECTION Page(s) Letter of transmittal i-v City officials vi GFOA certificate of achievement vii Organizational chart viii FINANCIAL SECTION Independent Auditor's Report 1-2 Management's Discussion and Analysis (unaudited) 3-13 Basic Financial Statements: Government -wide 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 Fund Net Assets 22 Statement of Cash Flows 23-24 Fiduciary Funds: Statement of Fiduciary Net Assets 25 Notes to basic financial statements 26-49 Required Supplementary Information: Schedule of Funding Progress for Participation in Texas Municipal Retirement System 50 Budgetary Comparison Schedules 51-53 Notes to Required Supplementary Information 54 Combining and Individual Fund Statements and Schedules: Non -major Governmental Funds: Combining Balance Sheet 57-58 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 59-60 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2006 TABLE OF CONTENTS — 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 61 Police Drug Enforcement Special Revenue Fund 62 Half -penny Sales Tax Special Revenue Fund 63 Crime Control and Prevention District Special Revenue Fund 64 Public Safety Grant Funds - Special Revenue Funds 65 Non -major Proprietary Funds: Combining Balance Sheet 67-68 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets 69 Combining Statement of Cash Flows 70 Internal Service Funds: Combining Statement of Net Assets 72 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets 73 Combining Statement of Cash Flows 74 Fiduciary Funds: Statement of Changes in Assets and Liabilities 76 STATISTICAL SECTION (Unaudited) Table Page(s) Net assets by Component 1 77 Changes in net assets 2 78-79 Fund balances, Governmental funds 3 80 Changes in fund balances, Governmental funds 4 81 Assessed and estimated actual value of taxable property 5 82 Direct and overlapping property tax rates 6 83 Principal property tax payers 7 84 Property tax levies and collections 8 85 Ratio of outstanding debt by type 9 86 Ratio of net general bonded debt to assessed value and net bonded debt per capita 10 87 Direct and overlapping governmental activities debt 11 88 Pledged — Revenue coverage water and sewer bonds 12 89 Schedule of revenue bond coverage drainable utility bonds 13 90 Demographic Statistics 14 91 Principal employers 15 92 Full-time equivalent City government employees by function/program 16 93 Operating indicators by function/program 17 94 Capital assets statistics by function/program 18 95 INTRODUCTORY SECTION THE CITYOF EULESS January 15, 2007 To the Honorable Mayor, Members of the City Council, and Citizens of the City of Euless, Texas We are pleased to submit the Comprehensive Annual Financial Report for the City of Euless, Texas for the fiscal year ended September 30, 2006. 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. Management assumes full responsibility for the completeness and reliability of the information contained in this report, based upon a comprehensive framework of internal control that it has established for this purpose. Because the cost of internal control should not exceed anticipated benefits, the objective is to provide reasonable, rather than absolute, assurance that the financial statements are free of any material misstatements. 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, 2006. The Independent Auditor's Report is located at the front of the financial section of this report. Management's Discussion and Analysis (MD&A) immediately follows the Independent Auditor's Report and provides a narrative introduction, overview, and analysis of the basic financial statements. The letter of transmittal is designed to complement and should be read in conjunction with the MD&A. Profile of the City of Euless, Texas The City of Euless is located 16 miles west of Dallas and 16 miles east of Fort Worth and adjacent to the Dallas/Fort Worth International Airport in Northeast Tarrant County. Euless is readily accessible by State Highway 183 which runs east/west through the center of the city, State Highway 121 which borders the west side of the City and State Highway 360 which borders the east side of the City. The City is approximately 16.9 square miles and serves a population of approximately 52,900. The City of Euless was incorporated February 24, 1953 and is a home rule city operating under a Council/Manager form of government. The Council is comprised of the Mayor 201 N. Ector Drive, Euless, Texas 76039-3595 817/685--1400 • Metro 817/267-4403 • Fax 817/685-1416 www.ci.euless.tx.us and six Council members, who enact local legislation, adopt budgets, determine policies, and appoint the City Secretary, City Attorney, and Municipal Court Judge. The City Manager is appointed by the City Council and is responsible for carrying out policies and for the daily management of the City. Council members serve three-year staggered terms, with two council members elected each year. The Mayor is elected to serve a three-year term. The City of Euless provides a full range of services, including police and fire protection, emergency ambulance service, development and code services, construction and maintenance of streets and highways, recreational opportunities, water and sewer services, and library services. The City also offers a top ranked golf facility, and a softball and athletic complex. The financial statements of the City include two component units because of their fiscal dependency on 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 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 1s1 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. 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. Local Economy The City of Euless is located in the heart of the DFW metroplex and adjacent to the DFW International Airport. Thus, the economic vitality of the region significantly impacts the ii economic health of Euless. DFW Airport is the world's third -busiest airport offering nearly 1,800 flights per day and serving nearly 60 million passengers per year. Tarrant County is one of the fastest growing counties in Texas, and northeast Tarrant County leads the way. DFW is the largest metropolitan area in Texas and has sustained tremendous growth during the past decade. DFW International Airport supports in excess of 268,500 jobs and $14.3 billion to the regional economy (DFW Airport). DFW has a highly -diversified economy with more than 128,000 businesses and 1,500 regional and corporate headquarters. (U.S. Census Bureau County Business Patterns) The Alliance Development in north Fort Worth which includes an industrial airport has attracted over 140 companies and created over 24,000 jobs for the area (Alliance Impact Economic Study). This area has plenty of land available for development and is expected to continue to bring significant investment to the region. Euless housing and commercial development continued to show sustained growth during FY 2006. Property values have continued to grow at above average rates. Taxable value for all residential and commercial property in the City of Euless was approximately $2.4 billion for fiscal year 2006, which is a 6.7% increase over the prior year. Sales tax collections increased significantly during FY 2006 with significant development still in process that will continue to improve our retail shopping opportunities. The City also receives a significant amount of revenues from a Consolidated Rental Car Facility at DFW Airport. During FY 2006, car rental receipts reached records levels. The City Council has chosen to use this funding source to build reserves and to cash flow capital projects in lieu of debt issuance. This has allowed the City to refrain from becoming overly dependent on a volatile resource while providing for needed improvements for our citizens. The City of Euless has approximately 1,141 acres of undeveloped land outside of DFW Airport and another 1,700-1,800 developable acres within DFW Airport. Euless worked with a major developer during FY 2006 to finalize a project that is expected to add 385,000 square feet of commercial/retail development along Glade Road and the east side of Hwy 121. Euless is pleased that State Highway 360, which lies of the eastern border of the City has been completed and provides greater access for undeveloped areas along this highway. Also, the announcement that the Dallas Cowboys will be relocating their stadium to Tarrant County, with a close proximity to Euless, is expected to bring additional tourism to our City. Long-term Financial Planning The City of Euless has developed a comprehensive capital improvements document as well as a multi -year financial plan. This strategic planning has allowed the City Council iii 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 the rental car receipts and avoiding additional debt. Major Initiatives During the current year, the City expects to complete the reconstruction of Glade Road, which is being jointly reconstructed by the City of Euless and the City of Grapevine. The City is currently working with a developer on a major mixed use center located on the west side of Hwy 121. This center should provide approximately 1.2 million square feet of retail/office as well as a unique residential component. The City expects that the sales tax benefit from this center will be significant. Construction on this project is expected to begin by late 2007. The City will complete the three year plan to add additional firefighter/paramedics to staff an additional ambulance. Phase I and II hiring has been completed with Phase III budgeted for FY 2007. This phased approach has allowed the City to provide this needed service without an increase to the City's tax rate. The City completed the reconstruction of the Finance, Human Resources and Utility Billing facility and the new Public Works facility will be completed by late spring. Both projects were funded from reserves and did not require any debt issuance. The City is currently updating the Facility Master Plan to address future needs including renovation of the Planning & Engineering facility, a Senior Citizen facility, Library expansion, Conference Center expansion and Fire Training facility. 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, 2005. This was the 19th consecutive year that the City has received this prestigious award. In order to be awarded a Certificate of Achievement, the City published an easily readable and efficiently organized CAFR. This report satisfied both Generally Accepted Accounting Principals (GAAP) and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current CAFR continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. In addition, the City of Euless also received the GFOA's Distinguished Budget Presentation Award for its annual budget document. This is the 15th consecutive year that the City has received this prestigious award. In order to qualify for the Distinguished Budget Presentation Award, the City's budget document was judged to be proficient in iv several categories, including a policy document, a financial plan, an operations guide, and a communications device. The preparation of this report would not have been possible without the efficient and dedicated services of the entire staff of the Finance Department. We would like to express our appreciation to all members of the department who assisted and contributed to the preparation 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 and professional manner. Respectfully Submitted, ennig, ity Manager Loretta Getchell, Assistant City Manager v CITY OFFICIALS Carl Tyson Council Member, Place 1 Leon Hogg Council Member, Place 2 Linda Martin Council Member, Place 3 and Mayor Pro Tem Mary Lib Saleh Mayor Joe Hennig City Manager Charlie Miller Council Member, Place 4 Glenn Porterfield Council Member, Place 5 Michael Brown Council Member, Place 6 Gary McKamie, Deputy City Manager Loretta Getchell, Assistant City Manager vi Certificate of Achievement for Excellence in Financial Reporting Presented to City of Euless Texas For its Comprehensive Annual Financial Report for the Fiscal Year Ended September 30, 2005 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports (CAFRs) achieve the highest standards in government accounting and financial reporting. President Executive Director vii RON YOUNG Director of Public Works Streets Water Wastewater Animal Control Meter Rimding Const. Mgmt. ROBERT BARKER City Engineer Engineming Const. Inspection CIP Mgmt. Traffic Safety Drainage BOB MCFARLAND City Attorney RAY MCDONALD Director of Parks Community Services Recreation Parks Special Events Parks at Texas Star StarsCenter Softball World at Texas Star SUSAN CRIM City SecretarY LEE KOONTZ Fire Chiet Suppression Ambulance/EMS Fire Education & Prevention Fire Marshall BOB FREEMAN Interim Police Chief Patrol Ciiminal Invest. Services: Communications Conununity Jail Records Emergency Mgmt. CITIZENS MAYOR and COUNCIL JOE HENNIG City Manager GARY MCKAMIE Deputy City Manager LORETTA GETCHELL Assistant City Manager Accounting Utility Billing Budget Municipal Court Cash Debt. Mgnit. Info. Services Purchasing Human Resources* Risk/Benefits LACY BRITTEN Municipal Court Judge •r• .• • • 6. v 6 As kv, V6 KYLE MCADAMS Fleet & Facilities Administintor BILL RIDGWAY Director of Economic Development Economic Dev. Franchises Recycling Orga zational Chart ennig, City CI November 2006 Municipal Court of Record MIKE COLLINS Director of Flaming & Development Planning Code Enforcement Environ. Health Bldg. Inspections KATE LYON Library Administrator BETSY BOYETT Conummica- lions & Marketing Manager 1 V l GLENDA I HARTSELL- ic (Si ef in Eat; Ti I v 1.011 iN. 1 , Texas Star S 1;. ,.! 4 FINANCIAL SECTION WEAVER TIDWELL L.L.P. CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS DALLAS Three F real Plaza 1222/ Me[i/ D[iue Sidle /400 Dallas, 7..\as 75251-2280 972.4 90.1970 P 972.702.832/ FORT WORTH 1600 117e.d Senn// Sine! Sidle 300 1•in. 11'iu/b, 'ievas 76/02-2506 817.332.7905 1' 817.429.5936 W W W.WEAVERANDTIDWELL.COM AN INDEPENDENT MEMBER OF BAKER TILLY INTERNATIONAL 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, 2006, 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, 2006, 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 51 through 53, 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. 1 To the Honorable Mayor, City Council and City Manager City of Euless, Texas Page 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 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. Fort Worth, TX December 6, 2006 CITY OF EULESS, TEXAS Management's Discussion and Analysis For the Year Ended September 30, 2006 (Unaudited) As management of the City of Euless, we offer readers of the City's financial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended September 30, 2006. We encourage readers to consider the information presented here in conjunction with the additional information that we have furnished in our letter of transmittal, which can be found on pages i-vi of this report. Financial Highlights • The assets of the City of Euless exceeded its liabilities at the close of the most recent fiscal year by $144,207,383 (Net assets). Of this amount, $44,597,380 (unrestricted net assets) may be used to meet the government's ongoing obligations to citizens and creditors. • As of the close of the current fiscal year, the City of Euless' governmental funds reported combined ending fund balances of $27,551,056, a decrease of $1,362,895 in comparison with the prior year. Approximately 88% of this total amount is available for spending at the government's discretion (unreserved fund balance). • At the end of the current fiscal year, unreserved fund balance for the general fund was $7,989,805, or 36% of total general fund expenditures. • The City's total capital assets increased by $5,010,894, which is primarily attributed to infrastructure. • The City's bonds payable decreased by $3,531,175 or 6%. The decrease was due to regularly scheduled bond payments and savings from a bond refinancing. 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 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. 3 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 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, public safety, highway and streets, development, and culture and recreation. The business -type activities of the City include water and sewer, 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 District, which are legally separate but 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 15-16 of this report. Fund Financial Statements. A fund is a grouping of related 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. 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 4 changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains 16 individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund 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 12 governmental funds are combined into a single, aggregate presentation. Individual fund data for each of these nonmajor 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 17-19 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 recreation 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. Because these services predominately benefit governmental rather than business type functions, they have been included within governmental activities in the government -wide financial statements. 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. Data from the other recreation activities are combined into a single, aggregate presentation. Individual data for each of these nonmajor 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 21-25 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 5 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 26-49 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. Required supplementary information can be found on page 50-53 of this report. The combining statements referred to earlier in connection with nonmajor governmental funds, nonmajor proprietary funds and internal service funds are presented immediately following the required supplementary information on pensions. Combining and individual fund statements and schedules can be found on pages 57-74 of this report. Government -wide Financial Analysis As noted earlier, net assets may serve over time as a useful indicator of a government's financial position. As of September 30, 2006, the City of Euless' assets exceeded liabilities by $144,207,383. The largest portion of the City's net assets (68%) reflects its investment in capital assets (e.g., 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. 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%) represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net assets ($44,597,380) may be used to meet the government's ongoing obligations to citizens and creditors. As of September 30, 2006, the City is able to report positive balance 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 2005. 6 City of Euless' Net Assets Current and other assets Capital assets Total assets Long-term liabilities outstanding Other liabilities Total liabilities Net assets: Invested in capital assets, net of related debt Restricted Unrestricted Total net assets Governmental activities 2006 2005 $ 44,545,183 $ 42,070,126 96,593,646 91,210,367 141,138, 829 133, 280,493 49,650,244 52,647,520 14,659,129 12,004,994 64,309,373 64,652,514 Business -type activities 2006 2005 $ 22,283,104 $ 19,293,199 63,929,046 64,301,430 86,212,150 83,594,629 14,746,002 15, 508, 513 4,088,221 4,267,162 18,834,223 19,775,675 Total 2006 2005 $ 66,828,287 $ 61,363,325 160,522,692 155,511,797 227,350,979 216,875,122 64,396,246 68,156,033 18,747,350 16,272,156 83,143,596 84,428,189 49,883,218 49,659,438 48,278,044 48,117,917 98,161,262 97,777,355 1,448,741 1,455,709 1,448,741 1,455,709 25,497,497 17,512,832 19,099,883 15,701,037 44,597,380 33,213,869 $ 76,829,456 $ 68,627,979 $ 67,377,927 $ 63,818,954 $ 144,207,383 $ 132,446,933 The City's total net assets increased by $11,760,450 during the current fiscal year. About 43% of the increase is attributed to the change in capital assets which includes buildings, infrastructure assets with the remaining portion attributed to ongoing revenues in excess of ongoing expenses. Governmental activities. Governmental activities increased the City's net assets by $8,201,477, thereby accounting for 70% of the total growth in the net assets. Key elements of this increase are as follows: • Property taxes accounted for $411,184 or 5% of this increase. Although the property tax rate decreased, increased property values attributed to additional collections. • Sales taxes accounted for $2,654,986 or 32% of this increase. Although the city's sales tax rate remained unchanged, sales tax collections increased significantly due to new businesses and expansion of existing businesses. • Other taxes accounted for $2,568,037 or 31% of this increase. This is primarily attributed to an additional quarterly payment of electric franchise fees resulting from a change in the franchise contract, and increased car rental taxes from the DFW Airport Consolidated Car Rental Facility. • Investment earnings increased $740,974 due to an increase in short-term interest rates resulting from several rate hikes by the Federal Open Markets Committee. • Governmental activities had an increase in transfers from business type activities due to increased general and administrative charges which are based on gross receipts. • Increased expenses are primarily attributed to personnel cost and increased payments to Dallas and Fort Worth for their share of revenue resulting from airport property that is subject to a revenue sharing agreement. City of Euless' Changes in Net Assets Revenues: Program revenues: Fees, Fines and Charges for services Operating grants and contributions Capital grants and contributions General revenues: Property taxes Sales taxes Other taxes Investment earnings Contributions from property owners Impact Fees Gain (loss) on sale/retirement of fixed assets Miscellaneous Total revenues ,Expenses Culture and recreation Development services General government Jtighways and streets Public safety Interest on long-term debt Water & sewer Drainage utility Golf course Other enterprise funds Total expenses Increase in net assets before transfers Transfers Increase in net assets Net assets 10/01/05 Net assets 09/30/06 Governmental activities 2006 2005 Business -type activities 2006 2005 Total 2006 2005 $ 7,151,372 $ 5,964,591 $ 22,019,449 $ 20,677,190 $ 29,170,821 $ 26,641,781 592,231 1,302,332 592,231 1,302,332 8,706 312,835 3,308,393 321,541 3,308,393 11,188, 598 12,303,965 16,999,325 1,611,815 24,866 49,880,878 10, 777,414 11,188, 598 9,648,979 12,303,965 14,431,288 - - 16,999,325 870,841 771,888 405,126 2,383,703 1,229,401 374,124 - 271,707 - 271,707 (21,023) - 24,866 2,908,437 - 2,908,437 44,203,823 26,284,316 24,764,833 76,165,194 4,892,346 4,563,029 4,892,346 1,169,285 1,109,177 1,169,285 15,122,831 13,381,097 15,122,831 2,211,083 1,739,353 - 2,211,083 16,252,071 15,514,301 16,252,071 2,741,754 2,571,926 - - 2,741,754 - - 15,285,026 13,227,562 15,285,026 884,763 875,995 884,763 4,003,035 3,792,552 4,003,035 - - 1,842,550 2,630,760 1,842,550 42,389,370 38,878,883 22,015,374 20,526,869 64,404,744 7,491,508 5,324,940 4,268,942 4,237,964 11,760,450 709,969 608,721 (709,969) (608,7211 8,201,477 5,933,661 3,658,973 3,629,243 11,760,450 68,627,979 62,694,318 63,818,954 60,189,711 132,446,933 $ 76,829,456 $ 68,627,979 $ 67,377,927 $ 63,818,954 $ 144,207,383 $ Business -type activities. Business -type activities increased the City's net assets by $3,558,973 accounting for the other 30% of the total growth in net assets. Key elements of this increase are as follows: Water and sewer revenues increased $1,852,742 due to increased consumption caused by dry weather conditions and a sewer rate pass -through of 70 per 1000 10,777,414 9,648,979 14,431,288 1,275,967 1,603, 525 121,023) 68,968,656 4,563,029 1,109,177 13, 381,097 1,739,353 15,514,301 2,571,926 13,227,562 875,995 3,792,552 2,630,760 59,405,752 9,562,904 9,562,904 122,884,029 132,446,933 • gallons. Charges for service related to the golf course also increased $429,096, due to favorable weather conditions which led to increased rounds. Charges for service in the other proprietary funds decreased due to the cancellation of the City's Annual Arbor Daze celebration. • Expenses increased due to personnel cost and payments to Trinity River Authority for water purchased and wastewater treated. • The overall increase in net assets from business type activities is primarily attributed to operating income from water, wastewater, and golf operations, and bonus payments for natural gas drilling leases with XTO Energy for property located within the Texas Star Sports Complex. Expenses and Program Revenues — Governmental Activities $20,000,000 - $16,000,000 - $12,000,000 - $8,000,000 - $4,000,000 - $0 • Expenses Ea Program revenues Gen & Culture & Dev Hwy and Public Int on admin rec services streets safety long-term debt Expenses and Program Revenue — Business -type Activities $20,000,000 - $16,000,000 - $12,000,000 - $8,000,000 - $4,000,000 - $0 Water & Sew er Drainage Golf ■ Expenses o Program Revenues Other 9 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 $27,551,056, a decrease of $1,362,896 in comparison with the prior year. Approximately 88% constitutes unreserved fund balance, which is available for spending at the government's discretion. The remainder of fund balance is reserved to indicate that it is not available for new spending because it has already been committed 1) to pay debt service ($1,587,754), 2) to pay for specific capital improvements per development agreements ($1,535,647), and 3) for a variety of other restricted purposes ($312,201). In the general fund, the City budgeted for a decrease in fund balance of $839,349, which was primarily to be used to purchase capital items. This was a planned reduction of excess fund balance to fund "pay as you go" capital expenditures. Due to actual revenue being more than budgeted and actual expenditures being less than budgeted, the actual fund balance for fiscal year 2006 increased by $2,698,056. The Debt Service fund balance decreased $55,012 due to planned reduction of excess fund balance. Street CIP fund balance decreased $5,723,789 due to infrastructure improvements on several major thoroughfares. The Car Rental fund balance was budgeted to decrease $2,400,475. The actual decrease was $1,373,323 due to increased collections of car rental taxes. Proprietary funds. The City's proprietary fund statements provide the same type of information found in the government -wide financial statements but in more detail. Unrestricted net assets of the proprietary funds are Water and Sewer - $14,087,117, Drainage Utility - $1,815,397, Golf Course — $723,679, and Other Enterprise Funds - $1,809,599. Water and Sewer, Golf Course and Other Enterprise Funds had increases in 2006 of $727,420, $2,000,867 and $649,031 respectively. Drainage Funds had a decrease of $154,313. The increase in the Golf Course and Other Enterprise Funds net assets is attributed to a bonus payment for the lease of mineral rights on these properties for the exploration of natural gas. 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, 2006, amount to $160,522,692 (net of accumulated depreciation). This investment in capital assets includes land, buildings, improvements, 10 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 3.2%. Major capital asset events during the current fiscal year included the following: • Developer contributed $127,937 in sewer infrastructure, $160,810 in water infrastructure, and $24,088 in drainage infrastructure. • Completion of the several overlay projects at a total cost of $947,870 which included West Pipeline Road (Raider to City Limits), Raider Drive (SH 10 to South Pipeline), Harwood Road (FM 157 to North Main Street), and South Main Street (SH10 to Pipeline Road). • Construction -in -progress additions of $6,255,658 primarily consisted of Pipeline Road ($4,782,507), Glade Road ($920,674), Public Works Facility ($377,547) and various street projects. • Construction -in -progress additions related to enterprise funds totaled $1,056,455 primarily consisting of Water Tank Painting ($406,757), channel stabilization ($374,912) and various drainage, water and wastewater projects. • Completion of $2,450,243 in water and wastewater infrastructure including sewer mains along Canyon Ridge, Sagebrush, Copher, East Fuller, and Pebble Creek; and water mains along West Pipeline Road, Ash Lane, South Atkerson, Henslee, and Vernon/Slaughter. • Completion of a new fire station at a total cost of $2,242,901 and remodel of the finance building at a total cost of $1,061,441. • Completion of the Preserve at McCormick Park for a total cost of $1,168,427. • Completion of $1,848,043 in improvements which completed Phase III of the Parks at Texas Star. City of Euless' Capital Assets (Net of Accumulated Depreciation) Land Buildings Improvements other than buildings Machinery and equipment Infrastructure Construction in progress Governmental activities 2006 2005 $22,147,453 $21,777,989 30,690,681 28,431,644 Business -type activities 2006 2005 $2,776,602 $2,776,602 2,954,987 3,078,644 Total 2006 2005 $24,924,055 $24,554,591 33,645,668 31,510,288 2,623,952 1,981,706 27,601,874 26,774,945 30,225,826 28,756,651 3,482,935 3,203,380 444,898 552,181 3,927,833 3,755,561 30,677,666 31,220,862 28,502,560 26,996,820 59,180,226 58,217,682 6,970,959 4,594,786 1,648,125 4,122,238 8,619,084 8,717,024 Total $96,593,646 $91,210,367 $63,929,046 $64,301,430 $160,522,692 $155,511,797 Additional information on the City's capital assets can be found in note 3 on pages 35-37 of this report. Long-term debt. At the end of the current fiscal year, the City had total bonded debt outstanding of $66,921,224. Of this amount, $54,156,224 comprises debt backed by the 11 full faith and credit of the government. The remainder of the City's debt, $12,765,000, represents bonds secured solely by specific revenue sources (i.e. revenue bonds). City of Euless' Outstanding Debt General obligation bonds Certificates of obligation Revenue bonds Deferred loss on refunding bonds Total Governmental activities 2006 2005 $ 28,820,000 $ 27,410,000 16,480,000 19,875,000 7,175,000 7,725,000 (1,204,778) (876,942) $ 51,270,222 $ 54,133,058 Business -type activities 2006 2005 $ 11,005,000 $ 11,095,000 - 210,000 5,590,000 5,880,000 (943,998) (872,017) $ 15,651,002 $ 16,312,983 Total 2006 2005 $ 39,825,000 $ 38,505,000 16,480,000 20,085,000 12,765,000 13,605,000 (2,148,776) (1,748,959) $ 66,921,224 $ 70,446,041 The City's total debt decreased by $3,524,817 or 5% during fiscal year 2006. This decrease is primarily attributed to scheduled annual principal payments and savings from bond refundings. During the current fiscal year, the government refinanced some of its existing debt to take advantage of favorable interest rates. • The City issued $5,080,000 in general obligation refunding bonds to advance refund $4,810,000 of outstanding debt, which resulted in a reduction in debt payments of $454,374 over the next 21 years and an economic gain of $280,107. • The City issued $1,630,000 in sales tax refunding bonds to advance refund $1,645,000 of outstanding debt, which resulted in a reduction in debt payments of $151,978 over the next 13 years and an economic gain of $109,744. • The City issued $2,530,000 in waterworks and sewer system refunding bonds to advance refund $2,445,000 of outstanding debt, which resulted in a reduction in debt payments of $292,587 over the next 18 years and an economic gain of $182,814. The City has an "Al" rating from Moody's and an AA- rating from Standard & Poor's for general obligation debt. The revenue bonds have been rated "Al" by Moody's and "A+" by Standard & Poor's. Additional information on the City's long-term debt can be found in Note 4 on pages 38-43. Economic Factors and Next Year's Budgets and Rates In the fiscal year 2006-07 budget, general fund revenues and transfers are budgeted to increase by 11.4% from the 2005-06 budget year with property taxes making up about 28% of budgeted revenues and sales tax making up about 26% of budgeted revenues. Certified assessed valuations as of September 1, 2006, increased 6.7% over the preceding year. 12 As of September 30, 2006, the City's unemployment rate is 3.8% compared to the State of Texas, which is 4.7%. In the FY2006-07 budget, sales tax receipts are projected to have a significant increase due to the addition of the Shops at Vineyard Villages which is located along Glade Road and State Highway 121. The center will include a Lowe's Home Improvement Store, L.A. Fitness, Chili's, and several other retail shops and restaurants. The car rental tax receipts are also projected to increase due to increased rental rates at the DFW Airport Consolidated Car Rental Facility. Budgeted expenditures remain fairly level with the prior year. Departments were asked to hold increases in operating expenses to a minimum in order to fund a salary package, three additional firefighters, three dispatchers, a court clerk, a juvenile case clerk, and a parks field tech. The City elected to continue 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 decreased from .4917770 to .48950 per $100 of assessed value for fiscal year 2007. The FY2006-07 budget anticipated a water rate increase of 130 and a wastewater rate increase of 150 due to a pass -through from Trinity River Authority. However, the Council has elected to forego such increase and absorb the additional cost for FY 2006- 07. The City budgeted to continue its "pay as you go" program in the water and sewer fund which includes approximately $1,275,000 of infrastructure improvements. The golf course revenues and rounds are budgeted to remain flat as compared to prior year budget. While we are pleased that Texas Star has seen a significant improvement in operations during the current year, economic conditions, increases in both fuel and utility costs, and the saturation of the golf market continue to present challenges for this operation. Request for Information The financial report is designed to provide our 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: Finance Administrator, at 201 N. Ector Drive, Euless, Texas 76039, call (817) 685-1826, or e- mail vrodriquez(a,ci.euless.tx.us. 13 CITY OF EULESS, TEXAS GOVERNMENT -WIDE STATEMENT OF NET ASSETS SEPTEMBER 30, 2006 Primary Government Governmental Business -type Activities Activities Total ASSETS Deposits and investments $ 36,115,330 $ 15,481,424 $ 51,596,754 Receivables (net of allowances for uncollectibles) 7,091,327 2,786,016 9,877,343 Internal balances 992,384 (992,384) Inventory of supplies 10,004 236,435 246,439 Prepaid Items 22,229 27,551 49,780 Restricted assets: Cash and cash equivalents 29,743 29,743 Investments - 4,286,343 4,286,343 Deferred charges 313,909 427,976 741,885 Capital assets: Land and construction in progress 29,118,412 4,424,727 33,543,139 Other capital assets, net of accumulated depreciation 67,475,234 59,504,319 126,979,553 Total assets and other debits 141,138,829 86,212,150 227,350,979 LIABILITIES AND NET ASSETS LIABILITIES: Accounts payable 10,126,304 1,302,222 11,428,526 Accrued liabilities 871,509 476,999 1,348,508 Accrued interest payable 399,019 31,137 430,156 Deferred revenue 62,921 62,921 Money held in escrow - 1,309,942 1,309,942 Noncurrent liabilities: Due within one year 3,262,297 905,000 4,167,297 Due in more than one year 49,650,244 14,746,002 64,396,246 Total liabilities 64,309,373 18,834,223 83,143,596 NET ASSETS: Invested in capital assets, net of related debt 49,883,218 48,278,044 98,161,262 Restricted for debt service 1,448,741 - 1,448,741 Unrestricted 25,497,497 19,099,883 44,597,380 Total net assets $ 76,829,456 $ 67,377,927 $ 144,207,383 The Notes to the Basic Financial Statements are an integral part of this statement. 14 CITY OF EULESS, TEXAS GOVERNMENT -WIDE STATEMENT OF ACTIVITIES YEAR ENDED SEPTEMBER 30, 2006 Program Activities Primary government: Govemmental Activities: Culture and recreation Development services General and administrative Highways and streets Public safety Interest on long-term debt Total governmental activities Business -type activities: Water & sewer Drainage utility Golf Other Total business -type activities Total primary government Change in Net Assets NET ASSETS, beginning of year NET ASSETS, end of year The Notes to the Basic Financial Statements are an integral part of this statement. Expenses $ 4,892,346 1,169,285 15,122,831 2,211,083 16,252,071 2,741,754 42,389,370 15,285,026 884,763 4,003,035 1,842,550 22,015,374 $ 64.404.744 Fees, Fines and Charges for Services $ 92,837 841,033 1,706,000 6,300 4,505,202 7,151,372 16,065,814 658,231 3,777,018 1,518,386 22,019,449 $ 29.170.821 Program Revenues GENERAL REVENUES: Taxes: Property Taxes, levied for general purposes Sales Taxes Other Taxes Interest on Investments Impact fees Gain/(Loss) on Sale of Assets Miscellaneous Transfers Total general revenues and transfers Net (Expense) Revenue and Changes in Net Assets Primary Government Operating Grants Capital Grants Governmental Business - Type and Contributions and Contributions Activities Activities $ 93,630 $ 498,601 592,231 $ 592.231 15 Total $ (4,705,879) $ $ (4,705,879) (328,252) (328,252) (13,416,831) (13,416,831) 8,706 (2,196,077) (2,196,077) (11,248,268) (11,248,268) (2.741,754) (2,741,754) 8,706 (34,637,061) (34,637,061) 288,747 24,088 312,835 $ 321,541 (34,637,061) $ 11,188,598 $ 12,303,965 16,999,325 1,611,815 24,866 709,969 42,838,538 8,201,477 68,627,979 1,069,535 (202,444) (226,017) (324,164) 316,910 316910 1,069,535 (202,444) (226,017) (324,164) 16,910 (34, 320,151) $ 11,188,598 12,303,965 16,999,325 771,888 2,383,703 271,707 271,707 24,866 2,908,437 2,908,437 (709,969) 3,242,063 46,080,601 3,558,973 63,818,954 11,760,450 132,446,933 $ 76,829,456 $ 67,377,927 $ 144,207,383 CITY OF EULESS, TEXAS BALANCE SHEET - GOVERNMENTAL FUNDS SEPTEMBER 30, 2006 Debt Streets Car Other Total General Service CIP Rental Tax Governmental Governmental ASSETS Fund Fund Fund Fund Funds Funds Deposits and investments $ 9,280,535 $ 630,692 $ 5,315,550 $ 8,092,845 $ 8,173,475 $ 31,493,097 Receivables: Property taxes 522,056 262,981 - 785,037 Accounts receivable and unbilled revenue 2,821,458 - 2,102,727 102,936 5,027,121 Interest receivable 102,684 3,469 11,852 95,665 38,229 251,899 Due from other funds - - 1,656,475 - 1,656,475 Due from other govemments 839,008 839,008 Prepaids and deposits 15,131 7,896 23,027 Inventories, at cost 10,004 - 10,004 Total assets $ 12,751,868 $ 897,142 $ 5,327,402 $ 11,947,712 $ 9,161,544 $ 40,085,668 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 1,041,475 $ $ 767,312 $ 7,648,136 $ 317,394 $ 9,774,317 Accrued salaries and wages 767,017 - 90,657 857,674 Deferred revenue 1,642,615 260,006 _ 1,902,621 Total liabilities 3,451,107 260,006 767,312 7,648,136 408,051 12,534,612 Fund Balances: Reserved for: Debt service - 637,136 950,618 1,587,754 Computer 251,838 - 251,838 Development agreements - 1,535,647 1,535,647 Betterment 8,280 - 8,280 Library 2,947 2,947 Injured animals 3,234 _ 3,234 Historical Preservation 1,245 1,245 9-1-1 Emergency System 22,805 - - 22,805 Technology 13,652 13,652 Campus remodel 6,200 - 6,200 Victim Assistance 2,000 - 2,000 Unreserved: Designated for: Contingency 500,000 - 500,000 Emergency 500,000 - - 500,000 Undesignated, reported in: General fund 7,989,805 - 7,989,805 Special revenue funds - - 4,299,576 3,343,656 7,643,232 Capital projects funds - 4,560,090 2,922,327 7,482,417 Total fund balances 9,300,761 637,136 4,560,090 4,299,576 8,753,493 27,551,056 Total liabilities and fund balances $ 12,751,868 $ 897,142 $ 5,327,402 $ 11,947,712 $ 9,161,544 $ 40,085,668 The Notes to the Basic Financial Statements are an integral part of this statement. 16 CITY OF EULESS, TEXAS RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET TO THE STATEMENT OF NET ASSETS SEPTEMBER 30, 2006 Total fund balances - governmental funds $ 27,551,056 Amounts reported for governmental activities in the statement of net assets are different because: Capital assets used in governmental activities are not current financial resources and therefore are not reported in the governmental funds balance sheet. 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. 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. 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. Revenues earned but not available within sixty days of the year end are not recognized as revenue on the fund financial statements. 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. 96, 593,646 313,909 (399,019) 3,779,782 1,902,623 (52,912,541) Net assets of governmental activities $ 76,829,456 The Notes to the Basic Financial Statements are an integral part of this statement. 17 CITY OF EULESS, TEXAS STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS YEAR ENDED SEPTEMBER 30, 2006 Revenues: General property tax Gross receipts tax General sales tax Car rental tax Fines and fees Licenses and permits Interest income DEA revenues Intergovernmental Other revenues Total revenues Expenditures: Current: Culture and recreation Development services General and administrative Highways and streets Public safety Debt service: Principal Interest and fiscal charges Issuance costs Capital outlay and maintenance Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Issuance of debt Payment to refunded bond escrow agent Transfers in Transfers out Total other financing sources (uses) Net change in fund balances Fund balances, beginning of year Fund balances, end of year General Fund Debt Service Fund $ 7,857,035 $ 3,409,580 $ 4,202,363 7,749,599 4,089,056 806,476 416,206 315,487 606,441 64,453 975,692 26,042,663 4,449,725 2,726,198 999,827 6,362,748 656,964 13,901,743 Streets CIP Fund 368,061 220,450 Car Rental Tax Fund $ 12,580,371 289,487 588,511 12,869,858 2,255,000 2,312,099 61,321 - - 6,312,300 24,647,480 4,628,420 6,312,300 8,351,753 8,351,753 1,395,183 (178,695) (5,723,789) 4,518,105 1,582,731 (279,858) 5,080,000 (5,159,564) 203,247 1,302,873 123,683 2,698,056 (55,012) (5,723,789) 6,602,705 692,148 10,283,879 $ 9,300,761 $ 637,136 $ 4,560,090 33,155 (5,924,583) (5,891,428) (1,373,323) 5,672,899 $ 4,299,576 Other Governmental Funds $ 216,591 4,554,366 330,605 77,461 212,464 5,391,487 1,353,627 117,787 145,575 1,432,395 535,000 284,835 36,489 1,684,963 5,590,671 (199,184) 1,630,000 (1,719,918) 3,717,152 (336,878) 3,290,356 3,091,172 5,662,321 $ 8,753,493 Total Governmental Funds $ 11,266,615 4,418,954 12,303,965 12,580,371 4,089,056 806,476 1,468,812 77,461 315,487 2,015,047 49,342,244 4,079,825 1,117,614 14,860,076 656,964 15,334,138 2,790,000 2,596,934 97,810 7,997,263 49,530,624 (188,380) 6,710,000 (6,879,482) 5,536,285 (6,541,319) (1,174,516) (1,362,896) 28,913,952 $ 27,551,056 The Notes to the Basic Financial Statements are an integral part of this statement. 18 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, 2006 Net change in fund balances - total governmental funds Amounts reported for governmental activities in the statement of activities are different because: 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. 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. Depreciation expense on capital assets is reported in the statement of activities but does not require the use of current financial resources. Therefore, depreciation expense is not reported as expenditures in the governmental funds. 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 consumes 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. Current year changes in long term liability for compensated absences do not require the use of current financial resources; therefore, are not reported as expenditures in governmental funds $ (1,362,896) 8,252,084 8,706 (3,209,864) 2,947,079 (32,441) Current year changes in accrued interest payable do not require the use of current financial resources; therefore, are not reported as expenditures in governmental funds. 26,651 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. 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. Change in Net Assets of Governmental activities 944,154 628,004 $ 8,201,477 The Notes to the Basic Financial Statements are an integral part of this statement. 19 CITY OF EULESS, TEXAS STATEMENT OF NET ASSETS PROPRIETARY FUNDS SEPTEMBER 30, 2006 ASSETS Current assets: Deposits and investments Revenue bond emergency: short-term investments Capital projects account: Cash and cash equivalents Short-term investments Accounts receivable and unbilled revenue less allowance for uncollectibles of $15,418 for water and sewer and $395 for drainage utility Accrued interest receivable Prepaids and deposits Inventory Due from other funds Total current assets Non -current assets: Bond issuance cost Less accumulated amortization Net bond issuance cost Utility plant and equipment in service, at cost Land Building Equipment Improvements Construction in progress Waterworks and sanitary sewer system Less accumulated depreciation Net utility plant and equipment in service Total non -current assets TOTAL ASSETS Water and Sewer $ 9,427,679 500,000 29,743 3,786,343 2,515,251 137,799 1,318 68,169 232,565 16,698,867 Business Type Activities - Enterprise Funds Other Drainage Golf Enterprise Utility Course Funds (1 of 2) Governmental Total Activities - Enterprise Internal Funds Service Funds $ 1,811,375 $ 2,431,949 $1,810,421 $ 15,481,424 $ 4,622,233 500,000 29,743 3,786,343 39,393 84,147 3,490 2,642,281 5,849 87 143,735 6,999 19,234 27,551 121,428 46,838 236,435 - - 260,000 492,565 1,856,617 2,644,610 2,139,983 23,340,077 194,247 166,554 297,155 52,206 98,048 126,488 44,574 13,076 96,199 40,066 252,581 39,130 1,528,966 314,969 348,135 584,532 186,465 3,402,783 488,275 866,486 - 1,372,427 252,822 22,463,621 7,967,841 7,579,594 1,157,259 490,866 - - 50,908,834 54,648,010 23,269,456 13,091,186 8,905,223 23,143,805 6,749,853 4,067,234 2,023,937 31,504,205 16,519,603 9,023,952 6,881,286 31,600,404 16,559,669 9,276,533 6,920,416 $ 48,299,271 $18,416,286 $ 11,921,143 $9,060,399 710,162 282,186 427,976 2,776,602 4,077,523 2,491,735 38,011,056 1,648,125 50,908,834 99,913,875 35,984,829 63,929,046 64,357,022 $ 87,697,099 167,729 20,532 4,810,494 6,048,275 6,048,275 3,886,663 2,161,612 2,161,612 $ 6,972,106 The Notes to the Basic Financial Statements are an integral part of this statement. 20 CITY OF EULESS, TEXAS STATEMENT OF NET ASSETS PROPRIETARY FUNDS SEPTEMBER 30, 2006 LIABILITIES (2 of 2) Business Type Activities - Enterprise Funds Governmental Other Total Activities - Water and Drainage Golf Enterprise Enterprise Internal Sewer Utility Course Funds Funds Service Funds Current liabilities: Payable from current assets: Accounts payable $ 1,031,687 $ 71,728 $ 119,503 $ 79,304 $ 1,302,222 $ 105,161 Accrued salaries and wages 332,710 9,558 104,521 30,210 476,999 19,631 Current portion of bonds payable - 185,000 325,000 120,000 630,000 - Accrued insurance claims - 241,829 Deferred revenue 60,448 60,448 - Current obligations payable from restricted assets: Current portion of bonds payable 275,000 - 275,000 - Accrued interest 31,137 31,137 Total current liabilities 1,670,534 266,286 609,472 229,514 2,775,806 366,621 Non -current liabilities: Customer and escrow deposits 1,309,942 - 1,309,942 Bonds payable 4,409,853 600,000 8,529,594 1,206,555 14,746,002 Deferred revenue 2,473 - 2,473 Due to other funds - 1,889,040 260,000 2,149,040 Total non -current liabilities 5,722,268 600,000 10,418,634 1,466,555 18,207,457 Total liabilities 7,392,802 866,286 11,028,106 1,696,069 20,983,263 366,621 NET ASSETS Invested in capital assets, net of related debt 26,819,352 15,734,603 169,358 5,554,731 48,278,044 2,161,612 Unrestricted 14,087,117 1,815,397 723,679 1,809,599 18,435,792 4,443,873 Total net assets $ 40,906,469 $ 17,550,000 $ 893,037 $7,364,330 $66,713,836 $ 6,605,485 Reconciliaition to government -wide statements of net assets: Adjustment to reflect the consolidation of internal service funds' activities related to enterprise funds Net assets of business -type activities 664,091 $67,377,927 The Notes to the Basic Financial Statements are an integral part of this statement. 21 CITY OF EULESS, TEXAS STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2006 Business Type Activities - Enterprise Funds Governmental Other Total Activities - Water and Drainage Golf Enterprise Enterprise Internal Sewer Utility Course Funds Funds Service Funds Operating revenues: Water service $ 9,982,157 $ $ $ $ 9,982,157 $ - Sewer service 5,116,248 5,116,248 Drainage fees - 658,231 658,231 Recreation fees 406,547 406,547 - Insurance premiums - - - - - 3,033,889 Service fees and miscellaneous 967,409 3,777,018 1,111,839 5,856,266 546,939 Total operating revenues 16,065,814 658,231 3,777,018 1,518,386 22,019,449 3,580,828 Operating expenses: General and administrative 387,609 387,609 287,357 Water production 5,580,763 5,580,763 Water distribution 579,639 - - 579,639 Utility engineering 500,342 500,342 Sewage collection and treatment 2,075,991 - - 2,075,991 Nondepartmental 2,990,632 - 2,990,632 Geographic information 336,998 - 336,998 Service center 1,033,981 1,033,981 Drainage - 257,920 257,920 Recreation classes - 395,010 395,010 Golf course - 1,225,302 1,225,302 Pro Shop - 400,469 400,469 Food and beverage - 990,108 990,108 Conference center 244,895 244,895 Cart operations 174,497 174,497 Athletic complex - 199,154 199,154 Softball complex - 915,676 915,676 Arbor Daze 730 730 _ Insurance costs - - - - 3,938,978 Depreciation 1,382,777 578,132 490,344 264,838 2,716,091 532,244 Amortization 14,757 13,356 58,901 6,700 93,714 Total operating expenses 14,883,489 849,408 3,584,516 1,782,108 21,099,521 4,758,579 Operating income (loss) 1,182,325 (191,177) 192,502 (263,722) 919,928 (1,177,751) Nonoperating revenues (expenses): Impact fees 271,707 271,707 - Gain on sale of capital assets - 24,866 Investment income 602,244 83,025 32,063 54,556 771,888 143,004 Other revenue - 2,008,921 899,516 2,908,437 _ Interest on bonds (229,437) (35,355) (370,713) (41,319) (676,824) _ Total nonoperating revenues (expenses), net 644,514 47,670 1,670,271 912,753 3,275,208 167,870 Income (loss) before contributions and transfers 1,826,839 (143,507) 1,862,773 649,031 4,195,136 (1,009,881) Developer contributed assets 288,747 24,088 - 312,835 _ Transfers in 4,651 - 175,875 8,264 188,790 2,290,000 Transfers out (1,392,817) (34,894) (37,781) (8,264) (1,473,756) Net income (loss) 727,420 (154,313) 2,000,867 649,031 3,223,005 1,280,119 Net assets, beginning of year 40,179,049 17,704,313 (1,107,830) 6,715,299 5,325,366 Net assets, end of year $ 40,906,469 $ 17,550,000 $ 893,037 $ 7,364,330 $ 6,605,485 Reconciliaition to government -wide statements of net assets: Adjustment to reflect the consolidation of internal service funds' activities related to enterprise funds Change in net assets of business -type activities 335,968 $ 3,558,973 The Notes to the Basic Financial Statements are an integral part of this statement. 22 CITY OF EULESS, TEXAS STATEMENT OF CASH FLOWS PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2006 OPERATING ACTIVITIES Cash received from customers Cash payments to suppliers for goods and services Cash payments to employees for services Net cash provided by (used in) operating activities NONCAPITAL FINANCING ACTIVITIES Transfer in Transfer out Net cash provided by (used in) noncapital financing activities Water and Sewer Business Type Activities - Enterprise Funds Other Drainage Golf Enterprise Utility Course Funds Total Enterprise Funds Governmental Activities - Internal Service Funds $ 16,110,164 $ 656,582 $ 3,782,181 $ 1,521,123 $ 22,070,050 $ (10,912,002) (3,059,828) 2,138,334 4,651 (1,392,817) (1,388,166) CAPITAL AND RELATED FINANCING ACTIVITIES Impact fees Interest paid on bonds Reduction in bonds payable Proceeds from bond issuances Proceeds from gas lease Loss on refunding bond issuance Bond issuance costs Purchase of utility plant and equipment In service Proceeds from sale of equipment Net cash provided by (used in) capital and related financing activities INVESTING ACTIVITIES Proceeds from other revenues Proceeds from sale of investment securities Interest received on investments Net cash provided by investing activities Net change in cash and cash equivalents Cash and cash equivalents, beginning of year 271,707 (229,437) (195,000) (57,603) (1,566,994) (395,458) (1,777,327) (610,813) 107,792 - 563,464 86,546 671,256 86,546 (355,903) (113,738) 9,813,325 1,925,113 (124,917) (86,242) 445,423 (1,633,253) (1,330,727) 818,201 (1,050,188) (13,720,360) (470,438) (4,947,235) 497 3,402,455 175,875 26,264 206,790 (34,894) (37,781) (26,264) (1,491,756) (34,894) 138,094 (1,284,966) 271,707 (35,355) (370,713) (41,319) (676,824) (180,000) (210,000) (90,000) (675,000) 2,008,921 2,008,921 (57,603) (25,528) (42,892) (2,030,872) 1,402,680 (174,211) (1,159,671) - 149,919 149,919 - 107,792 32,063 54,556 736,629 32,063 204,475 994,340 2,391,038 30,761 1,952,158 40,911 1,030,063 12,809,412 Cash and cash equivalents, end of year $ 9,457,422 $ 1,811,375 $ 2,431,949 $ 1,060,824 $ 14,761,570 $ The Notes to the Basic Financial Statements are an integral part of this statement. 23 3,706,330 (3,887,172) (123,981) (304,823) 2,290,000 2,290,000 (896,536) (896,536) 140,028 140,028 1,228,669 3,393,564 4,622,233 CITY OF EULESS, TEXAS STATEMENT OF CASH FLOWS PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2006 Business Type Activities - Enterprise Funds Governmental Other Total Activities - Water and Drainage Golf Enterprise Enterprise Internal Sewer Utility Course Funds Funds Service Funds Reconciliation of operating income (loss) to net cash provided by (used in) operating activities Operating income (loss) $ 1,182,325 $ (191,177) $ 192,502 $ (263,722) $ 919,928 $ (1,177,751) Adjustments to reconcile operating income (loss) to net cash provided by operating activities Depreciation and amortization 1,397,534 591,488 549,245 271,538 2,809,805 532,244 Gain on disposal of equipment - - 24,866 Change in assets and liabilities: Accounts receivable and unbilled revenue 74,327 (1,649) 6,969 2,824 82,471 100,636 Prepaids and deposits 29,333 6,871 (7,873) 28,331 269,177 Inventory (3,859) - 7,691 (32,971) (29,139) - Accounts payable (584,338) 45,274 36,629 28,690 (473,745) (86,958) Accrued salaries and wages 72,989 1,487 20,100 2,011 96,587 4,416 Accrued insurance claims - - - 28,547 Customer and escrow deposits (22,177) (22,177) - Deferred revenue (7,800) (1,806) - (9,606) Net cash provided by operating activities $ 2,138,334 $ 445,423 $ 818,201 $ 497 $ 3,402,455 $ (304,823) Noncash investing, capital and financing activities Developer contributed assets $ 288,747 $ 24,088 $ $ $ 312,835 Reconciliation of cash to balance sheet: Cash -current $ 9,427,679 $ 1,811,375 $ 2,431,949 $ 1,810,421 $ 15,481,424 Cash - revenue bond debt service Cash - capital projects account 29,743 29,743 Cash and cash equivalents $ 9,457,422 $ 1,811,375 $ 2,431,949 $ 1,810,421 $ 15,511,167 The Notes to the Basic Financial Statements are an integral part of this statement. 24 CITY OF EULESS, TEXAS STATEMENT OF FIDUCIARY NET ASSETS FIDUCIARY FUNDS SEPTEMBER 30, 2006 Agency Funds Assets: Deposits and investments $ 2,313,114 Total assets $ 2,313,114 Liabilities: Due to other entities $ 2,313,114 Total liabilities $ 2,313,114 The Notes to Basic Financial Statements are an integral part of this statement. 25 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS 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 accounting principles generally accepted in the United States of America the financial statements of the City include the primary government and organizations for which the primary government is financially accountable and other organizations for which the nature and significance of their relationship with the primary government are such that exclusion would cause the reporting entity's financial statements to be misleading or incomplete. The definition of the reporting entity is based primarily on the notion of financial accountability. A primary government is financially accountable for the organizations that make up its legal entity. It is also financially accountable for legally separate organizations if its officials appoint a voting majority of an organization's governing body and either it is able to impose its will on that organization or there is a potential for the organization to provide specific financial benefits to, or to impose specific financial burdens on, the primary government. A primary government may also be financially accountable for governmental organizations that are fiscally dependent on it. A primary government has the ability to impose its will on an organization if it can significantly influence the programs, projects, or activities of, or the level of services performed or provided by, the organization. A financial benefit or burden relationship exists if the primary government (a) is entitled to the organization's resources; (b) is legally obligated or has otherwise assumed the obligation to finance the deficits of, or provide financial support to, the organization; or (c) is obligated in some manner for the debt of the organization. 26 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Financial Reporting Entity — continued Some organizations are included as component units because of their fiscal dependency on the primary government. An organization is fiscally dependent on the primary government if it is unable to adopt its budget, levy taxes, set rates or charges, or issue bonded debt without approval by the primary government. The following entities were found to be component units of the City and are included in the combined financial statements: Euless Development Corporation - The City created the Corporation for the purpose of promoting parks, library services, and economic development within the City. The Corporation's governing body is substantially the same as the governing body of the City. There are seven directors, four of whom are members of the City Council and make up a voting majority of the City Council. The remaining three members are residents of the City. All Board members are appointed by the City Council. The Corporation is authorized to sell bonds or other forms of indebtedness. Upon dissolution of the Corporation, the assets of the Corporation shall be distributed to the City. The Corporation provides all of its services to the City. A blended presentation has been used to report the financial information of this component unit. The financial statements for the Corporation were obtained from the Board of Directors. The financial information for the Corporation is available from the City. Crime Control District - The City created the District for the purpose of proactively combating rising crime rates by setting up additional crime prevention and rehabilitation programs within the City. The District's governing body is substantially the same as the governing body of the City. There are seven directors, four of whom are members of the City Council and make up a voting majority of the City Council. The remaining three members are residents of the City. All Board members are appointed by the City Council. The District is authorized to sell bonds or other forms of indebtedness. Upon dissolution of the District, the assets of the District shall be distributed to the City. The District provides all of its services to the City. A blended presentation has been used to report the financial information of this component unit. The financial statements for the District were obtained from the Board of Directors. The financial information for the District is available from the City. 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, 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 fees and charges for support. 27 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Basis of Presentation — continued 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. 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 streets projects. 28 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Basis of Presentation — continued Car Rental Tax Fund - The Car Rental Tax Fund is used to account for revenues and expenditures received from collection of short-term motor vehicle rental taxes. 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. Additionally, the City reports the Internal Service Funds which are used to account for equipment replacement, self funded property and casualty self insurance, and self funded health and disability insurance provided to departments 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 29 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Measurement Focus and Basis of Accounting — continued and the operating statements present increases (revenues) and decreases (expenses) in net total 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., when they 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 they 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. Deposits and Investments Substantially all operating cash, deposits, and short-term investments are maintained in consolidated cash and 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 (including cash equivalents reported as restricted assets of $31,910 at September 30, 2006) 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. 30 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED 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 $.4918 per $100 of assessed valuation ($.4950 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. 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, 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. 31 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Capital Assets — continued Assets capitalized, not including infrastructure assets, 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 40 Years Water and Sewer System 33 1/3 Years Storm Drainage System 40 Years Infrastructure 7-40 Years Machinery and Equipment 5-15 Years Improvements 25 Years Compensated Absences 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, proprietary, and fiduciary fund financial statements and reported as accrued salaries and wages (a current liability). The estimated vacation liability expected to be satisfied with available financial resources is included in accrued salaries and wages in the General Fund. 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 library represents fees collected from the rental of library rooms that must be used for the maintenance of these areas. f. Reserved for injured animals represents donations from citizens that must be used for the treatment of animals picked up by the animal shelter. g. Reserved for historical preservation represents donations that must be used towards the preservation of Euless historical sites. h. Reserved for 9-1-1 emergency represents funding received from the county that must be used to upgrade emergency systems. i. Reserved for technology represents contributions which must be used to upgrade the city communications systems. j. Reserved for campus remodel represents amounts reserved for future capital expenditures relating to drainage maintenance at the library. k. Reserve for victim assistance represents amounts reserved for future expenditures relating to individuals who are victims of violent crimes. 32 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Nature and Purpose of Reservations and Designations of Fund Equity — continued 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, and adding back unspent proceeds. Net assets are reported as restricted when there are limitations imposed on their use either through the enabling legislations adopted by the City or through external restrictions imposed by creditors, grantors or laws or regulations of other governments. NOTE 2. DEPOSITS AND INVESTMENTS GASB 40 Disclosures 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, 2006. At year end, the carrying amount of the City's deposits was a credit balance of ($904,456) primarily consisting of outstanding checks and the respective bank balances totaled $275,958. Of the total bank balance, the Federal Depository Insurance Corporation (FDIC) covered $100,000. The remainder was covered by collateral with a value of $1,491,996. The collateral is held by The Independent Banker's Bank (TIB) in the city's name under a joint safekeeping agreement with First National Bank -Mid Cities. 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 33 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 2. DEPOSITS AND INVESTMENTS — CONTINUED GASB 40 Disclosures — continued Investments — continued pools and no-load SEC registered money market funds consisting of any of these securities listed. The City's investments as of September 30, 2006, are: Weighted Average Maturity Investments Carrvinq Amount Fair Value (in days) Credit Risk U.S. Agency Securities $ 39,318,350 $ 39,254,884 178.79 AAA Government Pools: Texpool 16,996,018 16,996,018 - 22 AAAm Logic 64 64 17 AAA No-load Money Market Fund: Financial Investors Trust Total Interest Rate Risk 2,815,978 2,815,978 $ 59,130 410 $ 59.066.944 6 AAAm In compliance with the City's Investment Policy, as of September 30, 2006, 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. Credit Risk In compliance with the City's Investment Policy, as of September 30, 2006, 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. 34 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3. CAPITAL ASSETS Capital asset activity for the year ended September 30, 2006, was as follows: Balance September 30, 2005 Increase Balance September 30, Decrease Adj/Transfer 2006 Governmental Activities Capital assets not being depreciated: Land $ 21,777,989 $ 82,332 $ $ 287,132 $ 22,147,453 Construction in progress 4,594,786 6,255,658 (3,879,485) 6,970,959 Total Assets not being depreciated: 26,372,775 6,337,990 (3,592,353) 29,118,412 Capital assets being depreciated: Buildings 35,544,610 988,597 2,315,745 38,848,952 Improvements other than buildings: 3,675,519 - 810,917 4,486,436 Infrastructure 48,702,874 720,570 235,977 49,659,421 Machinery and equipment 5,017,922 213,633 (225,266) 229,714 5,236,003 Total capital assets being depreciated: 92,940,925 1,922,800 (225,266) 3,592,353 98,230,812 Less accumulated depreciation: Buildings (7,112,966) (1,045,305) - Improvements other than buildings (1,693,813) (168,671) Infrastructure (17,482,012) (1,499,743) - Machinery and equipment (3,611,862) (496,145) 193,326 Total accumulated depreciation: (29,900,653) ( 3,209,864) 193,326 Total capital assets being depreciated, net 63,040,272 ( 1,287,064) (31,940) Total governmental fund capital assets, net 89,413,047 5,050,926 (31,940) Internal Service Funds Capital assets being depreciated: Machinery and equipment Total internal service assets being depreciated: 5,361, 846 5,361, 846 947,786 (261,357) 947,786 (261,357) 35 3,592,353 (8,158,271) (1,862,484) (18,981,755) (3,914,681) (32,917,191) 65,313,621 94,432,033 6,048,275 6,048,275 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3. CAPITAL ASSETS - CONTINUED Less accumulated depreciation: Machinery and equipment Total internal service funds capital assets, net Governmental Activities: capital assets, net Business -type activities: Capital assets not being depreciated: Land Construction in progress Total Assets not being depreciated: Capital assets being depreciated: Buildings Equipment Improvements Sanitary sewer system Total capital assets being depreciated: Less accumulated depreciation: Buildings Equipment Improvements Sanitary sewer system Total accumulated depreciation: Total capital assets being depreciated, net Business -type activities capital assets, net (3,564,526) 1,797,320 $ 91,210,367 Balance September 30, 2005 (532,243) 210,107 415,543 (51,250) $ 5,466,469 $(83,190) Increase Decrease $ 2,776,602 $ - $ 4,122,238 1,056,455 6,898,840 1,056,455 4,077,523 2,402,381 36,138,924 48,097,434 90,716,262 (998,879) (1,850,200) (9,363,979) (21,100,614) (33,313,672) 57,402,590 $ 64,301,430 80,219 58,089 1,152, 874 1,291,182 (123,657) (241,571) (1,045,203) (1,305,660) (44,934) (44,934) 44,934 (2,716,091) 44,934 (1,424,909) $(368,454) $ $ Adj/Transfer (3,886,662) 2,161,613 $ 96,593,646 Balance September 30, 2006 $ $ 2,776,602 (3,530,568) 1,648,125 (3,530,568) 4,424,727 54,069 1,814,043 1,658,526 3,526,638 3,526,638 $ (3,930) 4,077,523 2,491,735 38,011,056 50,908,834 95,489,148 (1,122,536) (2,046,837) (10,409,182) (22,406,274) (35,984,829) 59,504,319 $ 63,929,046 36 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3. CAPITAL ASSETS — CONTINUED Depreciation expense was charged as direct expense to programs of the primary government as follows: Governmental activities: General and administrative $ 351,500 Public safety 989,484 Development services 13,022 Culture and recreation 711,763 Highways and streets 1,609,857 Other 66.481 Total depreciation expense -Governmental activities $3.742.107 Business -type activities: Water and sewer $ 1,382,777 Drainage Utility 578,132 Golf course 490,344 Other 264,838 Total depreciation expense -Business -type activities $ 2.716,091_ Outstanding commitments at September 30, 2006, under authorized construction contracts were approximately $7,011,286. These outstanding commitments are to be financed by available deposit and investment balances, which include proceeds from previous bond issuances. 37 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT At September 30, 2006, 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%. $4,300,000 Series 2000, General Obligation Bonds, dated March 15, 2000, due in annual installments through 2008, bearing interest rates of 5.15% to 6.65%. $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%. $8,600,000 Series 2000A, Revenue Certificates of Obligation, dated May 1, 2000, due in annual installments through 2008, bearing interest rates of 5.80% to 7.30%. $3,260,000 Series 2000, Water and Sewer Revenue Bonds, dated March 15, 2000, partially refunding in 2006, due in annual installments through 2008, bearing interest rates of 5.25% to 6.75%. $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%. $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%. $ 130,000 $ 360,000 9,305,000 695,000 2,595,000 270,000 785,000 38 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT - CONTINUED $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%. $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%. $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%. $11,095,000 Series 2004, General Obligation Refunding Bonds, dated February 15, 2004, due in annual installments through 2027, bearing interest rates of 2.00% to 4.50%. $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%. $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%. $2,145,000 Series 2004, Waterworks and Sewer System Revenue Bonds, dated June 15, 2004, due in annual installments through 2024, bearing interest rates of 3.50% to 5.25%. $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%. Governmental Business -type 2,360,000 5,415,000 3,955,000 3,005,000 4,120,000 13,825,000 11,005,000 2,005,000 39 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — CONTINUED $5,080,000 Series 2006, General Obligation Refunding Bonds, dated January 26, 2006, due in annual installments through 2021, bearing interest at 3.93%. $1,630,000 Series 2006, Sales Tax Revenue Refunding Bonds, dated January 26, 2006, due in annual installments through 2019, bearning interest at 3.88%. $2,530,000 Series 2006, Water and Sewer Refunding Bonds, dated January 26, 2006, due in annual installments through 2020, bearing interest 3.88%. Governmental Business -type 5,080,000 1,630,000 2,530,000 $ 52,475,000 $ 16,595,000 The following is a summary of Tong -term debt transactions of the City for the year ended September 30, 2006: Balance Balance Due Beginning End Within of Year Increases Decreases of Year One Year Govemmental Type Activities General obligation bonds $ 27,410,000 $ 5,080,000 $ (3,670,000) $ 28,820,000 $ 1,470,000 Certificates of obligation 19,875,000 - (3,395,000) 16,480,000 925,000 Sales tax revenue bonds 7,725,000 1,630,000 (2,180,000) 7,175,000 635,000 Deferred loss on refunding bonds (876,942) (424,478) 96,642 (1,204,778) 96,942 Premium on bonds 474,169 - (38,799) 435,370 38,799 Compensated absences 1,174,508 1,045,921 (1,013,480) 1,206,949 96,556 Total govemmental type activities $ 55,781,735 $ 7,331,443 $ (10,200,637) $ 52,912,541 $ 3,262,297 Business Type Activities Water and sewer revenue bonds $ 4,915,000 $ 2,530,000 $ (2,640,000) $ 4,805,000 $ 220,000 Drainage utility revenue bonds 965,000 - (180,000) 785,000 185,000 Tax and golf course 210,000 (210,000) General obligation refunding bonds 11,095,000 (90,000) 11,005,000 445,000 Deferred loss on refunding bonds (872,017) (128,729) 56,748 (943,998) 55,000 Total business type activities $ 16,312,983 $ 2,401,271 $ (3,063,252) $ 15,651,002 $ 905,000 Total govemment-wide activities $ 72,094,718 $ 9,732,714 $ (13,263,889) $ 68,563,543 $ 4,167,297 40 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — CONTINUED On January 26, 2006, the City issued $1,630,000 in Certificates of Obligation Refunding bonds with an average interest rate of 3.88 percent to advance refund $1,000,000 of outstanding 1996 Series bonds with an average interest rate of 5.1 percent, and $645,000 of outstanding 1999 Series bonds with an average interest rate of 6.125 percent. The net proceeds of $1,719,918 ($1,630,000 par amount of bonds plus Debt Service Fund contribution of $134,440 less $44,522 of underwriting fees, insurance and other issuance costs) were used to purchase U.S. Securities. Those securities were deposited in an irrevocable trust with an escrow agent to provide for all future debt service payments on the 1996 and 1999 Series bonds. As a result the 1996 and 1999 Series bonds are considered defeased and the liability for those bonds has been removed from long-term debt. On January 26, 2006, the City issued $5,080,000 in General Obligation Refunding Bonds with an average interest rate of 3.93 percent to advance refund $2,520,000 of outstanding 2001 Series Bonds with an average interest rate of 5.1 percent and $2,290,000 of outstanding Certificate of Obligation 2001 Series bonds with an average interest rate of 5.1 percent. The net proceeds of $5,159,564 ($5,080,000 par amount of bonds plus Debt Service Fund contribution of $136,578 less $55,000 of underwriting fees, insurance and other issuance costs) were used to purchase U.S. Securities. Those securities were deposited in an irrevocable trust with an escrow agent to provide for all future debt service payments on the 2001 Series General Obligation Bonds and Certificate of Obligation bonds. As a result, the 2001 Series General Obligation Bonds and Certificate of Obligation bonds are considered defeased and the liability for those bonds has been removed from long-term debt. On January 26, 2006, the City issued $2,530,000 in Waterworks and Sewer System Revenue Refunding Bonds with an average interest rate of 3.88 percent to advance refund $2,445,000 of outstanding 2000 Series Waterworks and Sewer System Revenue Bonds with an average interest rate of 5.5 percent. The net proceeds of $2,543,630 ($2,530,000 par amount of bonds plus Debt Service Fund contribution of $57,603 less $43,874 of underwriting fees, insurance and other issuance costs) were used to purchase U.S. Securities. Those securities were deposited in an irrevocable trust with an escrow agent to provide for all future debt service payments on the 2000 Series bonds. As a result, the 2000 Series bonds are considered defeased and the liability for those bonds has been removed from long-term debt. The advance refundings resulted in a difference between the reacquisition price and the net carrying amount of the old debt of $553,207. This difference, reported in the accompanying financial statements as a deduction of bonds payable, is being charged to operations through the year 2021 using the effective interest method. The City completed the advance refundings to reduce the total debt service payments over the next 15 years by $898,939 and to obtain an economic gain (difference between the present values of the old and new debt service payments) of $572,665. In prior years, the City issued $13,900,000 in General Obligation Refunding Bonds to defease $4,090,000 in Certificates of Obligation then outstanding, $3,235,000 in General Obligation Bonds then outstanding, and $6,415,000 in Certificates of Obligation then outstanding. Of the $4,090,000 and $6,415,000 in Certificates of Obligation and $3,235,000 in General Obligation Bonds originally defeased, $4,090,000, $6,415,000, and $3,235,000 remains outstanding at September 30, 2006, respectively. 41 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — CONTINUED In prior years, the City issued $5,490,000 in General Obligation Refunding Bonds to defease $1,560,000 in General Obligation Bonds then outstanding and $3,625,000 in Certificates of Obligation then outstanding. Of the $1,560,000 of General Obligation bonds and $3,625,000 of Certificates originally defeased, $465,000 and $3,380,000 remains outstanding at September 30, 2006. In prior years, the City issued $11,095,000 in General Obligation Refunding Bonds to defease $8,495,000 in Tax and Golf Course Surplus Revenue Certificates of Obligation then outstanding and $1,390,000 of Tax and Softball Park Surplus Revenue Certificates of Obligation then outstanding. Of the $8,495,000 and $1,390,000 of certificates originally defeased, $8,495,000 and $1,295,000 remains outstanding at September 30, 2006. Annual Requirements to Retire Debt Obligations The annual aggregate maturities for each bond type for the years subsequent to September 30, 2006, are as follows: General Obligation Bonds: Governmental Activities Business Type Activities 2007 2008 2009 2010 2011 2012-2016 2017-2021 2022-2026 2027-2031 Principal $ 1,470,000 1,365,000 1,635,000 1,695,000 1,755,000 10,375,000 9,835,000 690,000 Interest $ 1,190,447 1,135,626 1,084,447 1,027,125 964,129 3,626,610 1,128,647 52,750 Principal $ 445,000 455,000 465,000 480,000 485,000 2,725,000 2,365,000 2,915,000 670,000 Interest $ 395,657 386,657 376,876 365,644 352,975 1,515,275 1,045,266 488,454 15,075 Total $ 3,501,104 3,342,283 3,561,323 3,567,769 3,557,104 18,241,885 14,373,913 4,146,204 685,075 $ 28,820,000 $ 10,209,781 $ 11,005,000 $ 4,941,879 $ 54,976,660 Certificates of Obligation: Governmental Activities 2007 2008 2009 2010 2011 2012-2016 2017-2021 2022-2026 Principal $ 925,000 980,000 665,000 700,000 750,000 4,130,000 4,145,000 4,185,000 $16,480,000 Business Type Activities Interest Principal $ 1,096,075 $ 1,033,262 985,035 946,724 905,850 3,806,900 2,460,599 754,751 Interest $ $11,989,196 $ $ Total $ 2,021,075 2,013,262 1,650, 035 1,646,724 1,655,850 7,936,900 6,605,599 4,939,751 $28,469,196 42 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — CONTINUED Annual Requirements to Retire Debt Obligations — continued Revenue Bonds: 2007 2008 2009 2010 2011 2012-2016 2017-2021 2022-2026 Governmental Activities Principal $ 635,000 665,000 690,000 715,000 755,000 3,510,000 205,000 $ 7,175,000 Interest $ 289,665 265,716 239,987 211,938 183,512 433,279 15,908 Business Type Activities Principal $ 405,000 425,000 445,000 465,000 270,000 1,505,000 1,615,000 460,000 $ 1,640,005 $ 5,590,000 Interest $ 233,979 216,497 198,735 181,952 163,556 650,771 308,976 46,750 $ 2,001,216 Total $ 1,563,644 1,572,213 1,573,722 1,573,890 1,372,068 6,099,050 2,144, 884 506,750 $ 16,406,221 Water and Sewer Revenue Bonds authorized and unissued as of September 30, 2006, 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. In accordance with the water and sewer revenue and refunding bond ordinances, the following special 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. Should the reserve for bond debt service and/or reserve for bond retirement 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, 2006. The amounts reserved are reported as restricted assets of the Enterprise Funds. 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). The liability for compensated absences has typically been liquidated by the General Fund. 43 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS 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 (the "TRA") whereby the TRA agrees to provide supplemental water and sewage treatment for consideration. Payments by the City are based on metered usage at rates designed to charge the City a prorata share of the TRA's annual operating and maintenance expenses, principal and interest requirement on bonds issued by the TRA. Payments under this contract approximated $6,400,000 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 Water and Sewer Fund Car Rental Fund Softball Complex Fund Payable Fund Amount Golf Course Fund $ 232,565 Golf Course Fund 1,656,475 Athletic Complex Fund 260,000 $ 2,149,040 Due to/from's are primarily used as interfund loans for the following: • Golf Course to Water and Sewer for capital improvements. • Golf Course to Car Rental for capital improvements and equipment purchases. • Athletic Complex to Softball Complex for reimbursement of bond payments. 44 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 7. INTERFUND TRANSFERS — CONTINUED Due to/from other funds — continued The balances at September 30, 2006 will be paid during the next fiscal year end. Interfund transfers Transfers In General Fund General Fund General Fund Debt Service Fund Car Rental Tax Fund Car Rental Tax Fund Police Department Grant Funds Half -Penny Sales Tax CIP Fund Car Rental CIP Fund Golf Course Fund Golf Course Fund Softball Complex Fund Water and Sewer Fund Equipment Replacement Fund Risk Management Fund Risk Management Fund Insurance Fund Health Insurance Fund Transfers Out Car Rental Tax Fund Water and Sewer Fund Drainage Utility Fund Car Rental Tax Fund Half -Penny Sales Tax Fund Golf Course Fund General Fund Half -Penny Sales Tax Fund Car Rental Tax Fund General Fund Hotel/Motel Tax Fund Athletic Complex Fund Golf Course Fund Car Rental Tax Fund General Fund Water and Sewer Fund Water and Sewer Fund Car Rental Tax Fund Transfers are primarily used to move funds from: Amount $ 730,020 817,817 34,894 203,247 25 33,130 40,835 175,000 3,501,316 14,022 161,853 8,264 4,651 290,000 225,000 225,000 350,000 1,200,000 $ 8,015,074 • The Car Rental Fund, the W&S, and Drainage Utility Fund to the General Fund for General and Administrative charges. • The Car Rental fund to the debt service fund for principal and interest on 2001 bonds. • The Half -Penny Sales Tax Fund and the Golf Course Fund to the Car Rental Fund for interest on interfund loans. • The General Fund to the Police Department Grant Funds for matching grant funds. • The Half —Penny Sales Tax fund to the Half -Penny Sales Tax CIP fund for Incentive programs and capital improvement projects. • The Car Rental Tax Fund to the Car Rental CIP Fund for funding of capital improvement projects. • The General Fund to the Golf Course fund for rebate of sales tax contributions. 45 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 7. INTERFUND TRANSFERS — CONTINUED Interfund transfers — continued • The Hotel/Motel Fund to the Golf Course for debt on the conference centre and subsidizing monthly expenses at the conference centre. • The Athletic Complex Fund to the Softball Complex Fund for interest on interfund loan. • The Golf Course Fund to the W&S fund for interest on interfund loan. • The Car Rental Tax Fund to the Equipment Replacement Fund for large equipment purchases. • The General Fund and the W&S fund to the risk management fund for property and liability insurance. • The W&S fund and the Car Rental Fund to the health insurance fund to fund additional city contributions. 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 medical 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 and are available to pay claims, claim reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of $100,000 and aggregate claims in excess of $3,637,466. During fiscal 2006, the City and the City's employees contributed approximately $3,509,043 and $816,137, 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 Internal Service Insurance 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. During fiscal 2005, the City was also 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. 46 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 8. RISK MANAGEMENT — CONTINUED An excess coverage insurance policy covered individual claims in excess of $300,000. During fiscal 2005, the City contributed approximately $256,270 to the fund for workers' compensation. Changes in the balances of claims liabilities are as follows: 2006 2005 Unpaid claims, beginning of year $ 213,282 $ 204,418 Incurred claims 3,239,293 2,820,166 Paid claims 3,210.746 2,811.302 Unpaid claims, end of year $ 241,829 $ 213,282 The City had no significant reductions in insurance coverage from the year ended September 30, 2005. Settlement amounts have not exceeded insurance coverage for the year ended September 30, 2006 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 811 administered by TMRS, an agent multiple -employer public employee retirement system. Each of the 811 Municipalities have an annual, individual actuarial valuation performed. All assumptions for the December 31, 2005 valuations are contained in the 2005 TMRS Comprehensive Annual Financial Report, a copy of which may be obtained by writing to P. O. Box 149153, Austin, Texas 78714-9153. Benefits Benefits depend upon the sum of the employee's contributions to the plan, with interest, and 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 at least 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%, or 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 which 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 the City matching percent had always been in existence and if the employee's salary had always been the average of his salary in the last three years 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. 47 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 9. EMPLOYEE RETIREMENT SYSTEM — CONTINUED Benefits — continued The plan provisions are adopted by the governing body of the City, within the options available in the state statutes governing TMRS. Plan provisions for the City were as follows: Deposit Rate: Matching Ratio (City to Employee): A member is vested after 7% 2-1 5 yrs Members can retire at certain ages, based on the years of service with the City. The Service Retirement Eligibilities for the city are: 5 yrs/age 60, 20 yrs/any age Contributions Under the state law governing TMRS, the actuary annually determines the City contribution rate. This 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 (overfunded) actuarial liability (asset) over the remainder of the plan's 25-year amortization period. The unit credit actuarial cost method is used for determining the City contribution rate. Both the employees and the City make contributions monthly. 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, 2005 valuation is effective for rates beginning January 2007) Schedule of Actuarial Liabilities and Funding Progress Actuarial Valuation Date 12/31/2005 Actuarial Value of Assets $57,323,394 Actuarial Accrued Liability $70,878,494 Percentage Funded 80.9% Unfunded Actuarial Accrued Liability (UAAL) $13,555,100 Annual Covered Payroll $18,324,792 UAAL as a Percentage of Covered Payroll 74.0% Net Pension Obligation (NPO) at the Beginning of Period $ 48 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 9. EMPLOYEE RETIREMENT SYSTEM — CONTINUED Schedule of Actuarial Liabilities and Funding Progress — continued Annual Pension Cost: Annual Required Contribution (ARC) Interest on NPO Adjustment to the ARC Total annual pension cost Contributions made Increase in NPO NPO at the end of the period Trend information for the past three years for TMRS is as follows: Year 2003 2004 2005 Annual Pension Cost (APCI $ 2,311,438 2,521,328 2,457,021 The following actuarial assumptions were used: Actuarial Cost Method Amortization Method Remaining Amortization Asset Valuation Method Investment Rate of Return Projected Salary Increases Includes Inflation at Cost of Living Adjustments Percentage • of APC Contributed 100 % 100 100 NOTE 10. EXCESS OF EXPENDITURES OVER APPROPRIATIONS $ 2,457,021 $ 2,457,021 (2,457,021) Net Pension Obligation Unit Credit Level Percent of Payroll 25 years — Open Period Amortized Cost 7% None 3.5% None As of September 30, 2006, the following individual funds had an excess of expenditures over appropriations: General Fund $ (244,444) Car Rental Tax Fund (1,685,087) Hotel/Motel Fund (104) Police Drug Enforcement Fund (7,067) Public Safety Grant Funds (14,248) 49 REQUIRED SUPPLEMENTARY INFORMATION CITY OF EULESS, TEXAS REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS FOR PARTICIPATION IN TEXAS MUNICIPAL RETIREMENT SYSTEM SEPTEMBER 30, 2006 Unfunded Unfunded Actuarial Actuarial Actuarial Actuarial Actuarial Annual Accrued Liability Valuation Value of Accrued Percentage Accrued Covered as a Percentage Date Assets Liability Funded Liability Payroll of Covered Payroll 12/31/03 $ 50,659,933 $ 63,214,918 80.14% $ 12,554,985 $ 17,207,460 72.96% 12/31/04 54,239,808 67,007,298 80.95% 12,767,490 17,435,628 73.23% 12/31/05 57,323,394 70,878,494 80.88% 13,555,100 18,324,792 73.97% 50 CITY OF EULESS, TEXAS GENERAL FUND BUDGETARY COMPARISON SCHEDULE YEAR ENDED SEPTEMBER 30, 2006 REVENUES: General property tax: Current and delinquent taxes Penalty and interest Gross receipts tax: Telephone Line Access Fee Texas Utilities Electric Company Texas Utility Gas Company Cable TV City Garbage Service Water and Sewer system Others General sales tax Fines and fees: Municipal Court fines Jail income Dog licenses and pound fees Ambulance fees Library fees Zoning fees Deferred adjudication fee Licenses and permits: Building permits Miscellaneous permits Minimum housing Interest income Intergovernmental Other revenues: Rental income Swimming pools Miscellaneous income Budgeted Amounts Original Final $ 7,706,801 58,000 7,764,801 450,000 1,485,000 213,000 230,000 130,000 705,142 92,700 3,305,842 6,284,821 2,572,500 200,000 14,500 500,000 38,000 15,000 190,000 3,530,000 400,000 198,500 91,000 689,500 215,000 298,016 145,556 15,000 97,000 257,556 Total revenues $ 22,345,536 $ 7,706,801 58,000 7,764,801 450,000 1,485,000 213,000 230,000 130,000 705,142 92,700 3,305,842 6,284,821 2,572,500 200,000 14,500 500,000 38,000 15,000 190,000 3,530,000 400,000 198,500 91,000 689,500 215,000 298,016 145,556 15,000 97,000 Actual GAAP Basis $ 7,775,599 81,436 7,857,035 416,533 2,045,502 399,624 295,858 130,318 817,817 96,712 4,202,364 7,749,599 2,873,250 181,128 16,998 788,007 37,360 11,675 180,638 4,089,056 517,061 198,502 90,913 806,476 416,206 315,487 173,183 15,594 417,664 606,441 Variance with Final Budget Positive (Negative) $ 68,798 23,436 92,233 (33,467) 560,502 186,624 65,858 318 112,675 4,012 896,523 1,464,778 300,750 (18,872) 2,498 288,007 (640) (3,325) (9,362) 559,056 117,061 2 (87) 116,977 201,206 17,471 27,627 594 320,664 257,556 348,885 $ 22,345,536 $ 26,042,665 $ 3,697,130 51 CITY OF EULESS, TEXAS GENERAL FUND BUDGETARY COMPARISON SCHEDULE YEAR ENDED SEPTEMBER 30, 2005 (CONTINUED) EXPENDITURES: Current: Culture and recreation Development services General and administrative Highways and streets Public safety Total expenditures Excess (deficiency) of revenues over expenditures Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) 2,815,073 2,815,073 2,726,194 88,879 1,048,239 1,048,239 999,827 48,412 5,713,247 5,713,247 6,362,762 (649,515) 732,435 732,435 656,960 75,475 14, 094, 043 14, 094, 043 13, 901, 738 192,305 24,403,037 24,403,037 24,647,481 (244,444) (2,057,501) (2,057,501) 1,395,183 3,452,685 Other financing sources (uses): Transfers in 1,466,162 1,466,152 1,582,730 116,578 Transfers out (248,000) (248,000) (279,858) (31,858) Total other financing sources (uses) 1,218,162 1,218,152 1,302,873 84,721 Net change in fund balance (839,339) (839,349) 2,698,056 3,537,406 Fund balance, beginning of year 6,602,705 6,602,705 6,602,705 - Fund balance, end of year $ 5,763,366 $ 5,763,356 $ 9,300,761 $ 3,537,406 52 CITY OF EULESS, TEXAS BUDGETARY COMPARISON SCHEDULE CAR RENTAL TAX SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2006 Revenues: Car rental tax Interest income Total revenues Expenditures: General and administrative Total expenditures Other financing sources (uses): Transfers in Transfers out Total other financing sources (uses) Net change in fund balance Fund balance, beginning of year Fund balance, end of year Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) $ 10,000,000 $ 10,000,000 $ 12,580,371 $ 2,580,371 150,000 150,000 289,487 139,487 10,150,000 10,150,000 12,869,858 2,719,858 6,666,666 6,666,666 8,351,753 (1,685,087) 6,666,666 6,666,666 8,351,753 (1,685,087) 40,774 40,774 33,155 (7,619) (4,724,583) (5,924,583) (5,924,583) (4,683,809) (5,883,809) (5,891,428) (7,619) (1,200,475) (2,400,475) (1,373,323) 1,027,152 5,672,901 5,672,901 5,672,899 $ 4,472,426 $ 3,272,426 $ 4,299,576 $ 1,027,150 53 CITY OF EULESS, TEXAS NOTES TO REQUIRED SUPPLEMENTARY INFORMATION FOR THE YEAR ENDED SEPTEMBER 30, 2006 NOTE 1. BUDGET BASIS OF ACCOUNTING The City Council follows these 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 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 Schedule — General Fund and Car Rental Tax Special Revenue Fund presents a comparison of budgetary data to actual results. The General Fund and Car Rental Tax Special Revenue Fund utilizes the same basis of accounting for both budgetary purposes and actual results. 54 INDIVIDUAL FUND STATEMENTS AND SCHEDULES 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 Funds - to account for grant revenues received by the police and fire departments which must be spent in accordance with the grant provisions. 55 NON MAJOR GOVERNMENTAL FUNDS — continued CAPITAL PROJECT FUNDS Capital project funds are used to account for the acquisition and construction of major capital facilities other than those financed by proprietary funds and trust 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 Construction in Progress 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. 56 CITY OF EULESS, TEXAS COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2006 ASSETS Deposits and investments Accounts receivable Accrued interest receivable Prepaids Due from other governments Total assets LIABILITIES AND FUND BALANCES LIABILITIES: Accounts payable Accrued salaries and wages Due to other funds Total liabilities Fund Balances: Reserved: Reserve for debt service Reserve for historical preservation Reserve for development agreements Unreserved, undesignated Total fund balances Total liabilities and fund balances Hotel/ Motel Fund $ 127,221 68,357 Police Drug Enforce- ment Fund Special Revenue Funds Crime Half Control and Penny Prevention Sales Tax District Fund Fund $ 314,588 $ 2,495,943 $ 565,081 4,985 1,999 7,896 582,111 256,897 Public Safety Grant Funds Park Improvements Certificates of Obligation Total Fund (1990) $ 36,008 $ 3,538,841 $ 125 34,579 102,936 6,984 7,896 - 839,008 $ 195,578 $ 314,588 $ 3,090,935 $ 823,977 $ 70,587 $ 4,495,665 $ 125 $ 101,149 $ 7,125 $ 1,215 $ 109,489 $ 36,279 52,105 2,273 90,657 137,428 59,230 950,618 1,245 3,488 200,146 950,618 1,245 194,333 314,588 2,002,889 764,747 67,099 3,343,656 125 195,578 314,588 2,953,507 764,747 67,099 4,295,519 125 $ 195,578 $ 314,588 $ 3,090,935 $ 823,977 $ 70,587 $ 4,495,665 $ 125 57 Capital Projects Funds Half -Penny Police G.O. Street Sales Tax Developers' Car Rental Facility Capital Total Nonmajor Assessments Construction Contribution Capital Projects Construction Projects Governmental Fund in Progress Fund Fund Fund Fund Totals Funds $ 44,970 $ 401,450 $ 1,526,340 $ 2,483,258 $ 134,547 $ 43,944 $ 4,634,634 $ 8,173,475 102,936 9,307 21,938 31,245 38,229 7,896 839,008 $ 44,970 $ 401,450 $ 1,535,647 $ 2,505,196 $ 134,547 $ 43,944 $ 4,665,879 $ 9,161,544 $ $ 129 $ 207,776 $ $ $ 207,905 $ 317,394 90,657 129 207,776 207,905 408,051 950,618 1,245 - 1,535,647 1,535,647 1,535,647 44,970 401,321 - 2,297,420 134,547 43,944 2,922,327 6,265,983 44,970 401,321 1,535,647 2,297,420 134,547 43,944 4,457,974 8,753,493 $ 44,970 $ 401,450 $ 1,535,647 $ 2,505,196 $ 134,547 $ 43,944 $ 4,665,879 $ 9,161,544 58 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS YEAR ENDED SEPTEMBER 30, 2006 Special Revenue Funds Police Crime Park Drug Half Control and Public Improvements Hotel/ Enforce- Penny Prevention Safety Certificates of Motel ment Sales Tax District Grant Obligation Fund Fund Fund Fund Funds Totals Fund (1990) Revenues: Gross receipts tax $ 216,591 $ $ - $ - $ General sales tax - 3,099,840 1,454,526 Interest income 4,401 12,709 95,201 18,535 DEA revenues - 77,461 Other revenues 24 - 112,509 $ 216,591 $ 4,554,366 130,846 77,461 112,533 Total revenues 221,016 90,170 3,195,041 1,473,061 112,509 5,091,797 Expenditures: Culture and recreation 1,223,987 1,223,987 Development services - 117,787 - 117,787 General and administrative 104 145,471 145,575 - Highways and streets - - - - Public safety 12,067 1,287,901 132,427 1,432,395 Debt service Principal - 535,000 535,000 Interest and fiscal charges 284,835 284,835 - Issuance costs 36,489 36,489 Capital outlay and maintenance - 3,147 Total expenditures 104 12,067 2,343,569 1,287,901 132,427 3,776,068 3,147 Other financing sources (uses): Issuances of debt 1,630,000 - 1,630,000 Transfers in 40,836 40,836 Payment to refunded bond escrow agent - (1,719,918) - (1,719,918) Transfers out (161,853) (175,025) (336,878) Total other financing sources (uses) (161,853) (264,943) 40,836 (385,960) Net change in fund balances 59,059 78,103 586,529 185,160 20,918 929,769 (3,147) Fund balance, beginning of year 136,519 236,485 2,366,978 579,587 46,181 3,365,750 3,272 Fund balance, end of year $ 195,578 $ 314,588 $ 2,953,507 $ 764,747 $ 67,099 $ 4,295,519 $ 125 59 Capital Projects Funds Half -Penny Police G.O. Street Sales Tax Developers' Car Rental Facility Capital Total Nonmajor Assessments Construction Contribution Capital Projects Construction Projects Governmental Fund in Progress Fund Fund Fund Fund Totals Funds $ $ $ $ $ - $ $ $ 216,591 - - - - - 4,554,366 19,879 59,191 118,194 1,292 1,203 199,759 330,605 - - - - - 77,461 6,300 93,631 - 99,931 212,464 19,879 65,491 211,825 1,292 1,203 299,690 5,391,487 129,640 - 129,640 1,353,627 - - 117,787 145,575 1,432,395 535,000 284,835 36,489 1,681,816 1,684,963 1,684,963 129,640 1,681,816 1,814,603 5,590,671 - 1,630,000 175,000 3,501,316 3,676,316 3,717,152 - (1,719,918) (336,878) 175,000 3,501,316 3,676,316 3,290,356 65,239 65,491 2,031,325 1,292 1,203 2,161,403 3,091,172 44,970 336,082 1,470,156 266,095 133,255 42,741 2,296,571 5,662,321 $ 44,970 $ 401,321 $ 1,535,647 $ 2,297,420 $ 134,547 $ 43,944 $ 4,457,974 $ 8,753,493 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, 2006 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Neptive1 Revenues: Gross receipts tax $ 150,000 $ 150,000 $ 216,591 $ 66,591 Other revenues - - 24 24 Interest income 1,000 1,000 4,401 3,401 Total revenues 151,000 151,000 221,016 70,016 Expenditures: General and administrative - 104 (104) Total expenditures 104 (104) Other financing sources (uses): Transfers out (161,853) (161,853) (161,853) Total other financing sources (uses) (161,853) (161,853) (161,853) Net change in fund balance (10,853) (10,853) 59,059 69,912 Fund balance, beginning of year 136,519 136,519 136,519 Fund balance, end of year $ 125,666 $ 125,666 $ 195,578 $ 69,912 61 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, 2006 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis INe.gative) Revenues: DEA revenues $ $ - $ 77,461 $ 77,461 Interest income 5,000 5,000 12,709 7,709 Total revenues 5,000 5,000 90,170 85,170 Expenditures: Public safety 5,000 5,000 12,067 (7,067) Total expenditures 5,000 5,000 12,067 (7,067) Other financing sources (uses): Transfers out Total other financing sources (uses) Net change in fund balance - 78,103 78,103 Fund balance, beginning of year 236,485 236,485 236,485 Fund balance, end of year $ 236,485 $ 236,485 $ 314,588 $ 78,103 62 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, 2006 Revenues: General sales tax Interest income Total revenues Expenditures: General and administrative Culture and recreation Development services Debt service: Principal Issuance cost Interest and fiscal charges Total expenditures Other financing sources (uses): Issuance of debt Payments to refunding agent Transfers out Total other financing sources (uses) Net change in fund balance Fund balance, beginning of year Fund balance, end of year Budgeted Amounts Original Final $ 2,513,929 30,000 2,543,929 424,190 1,202,863 183,643 605,000 337,655 2,753,351 (182,644) (182,644) (392,066) 2,366,978 $ 1,974,912 $ 2,513,929 30,000 2,543,929 424,190 1,202,863 183,643 605,000 337,655 2,753,351 Actual GAAP Basis Variance with Final Budget Positive (Negative) $ 3,099,840 $ 585,911 95,201 65,201 3,195,041 1,223,987 117,787 145,471 535,000 36,489 284,835 2,343,569 651,112 (799,797) 1,085,076 38,172 70,000 (36,489) 52,820 409,782 1,630,000 (1,630,000) - (1,719,918) 1,719,918 (182,644) (175,025) 7,619 (182,644) (392,066) 2,366,978 $ 1,974,912 (264,943) 97,537 586,529 978,595 2,366,978 $ 2,953,507 $ 978,595 63 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL CRIME CONTROL AND PREVENTION DISTRICT SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2006 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues: General sales tax $ 1,170,625 $ 1,170,625 $ 1,454,526 $ 283,901 Other revenue - Interest income 9,500 9,500 18,535 9,035 Total revenues 1,180,125 1,180,125 1,473, 061 292,936 Expenditures: Public safety 1,351,508 1,351,508 1,287,901 63,607 Total expenditures 1,351,508 1,351,508 1,287,901 _ 63,607 Net change in fund balance (171,383) (171,383) 185,160 356,543 Fund balance, beginning of year 579,587 579,587 _ 579,587 Fund balance, end of year $ 408,204 $ 408,204 $ 764,747 $ 356,543 64 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL PUBLIC SAFETY GRANT FUNDS SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2006 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues: Other revenues $ 108,179 $ 108,179 $ 112,509 $ 4,330 Interest income Total revenues 108,179 108,179 112,509 4,330 Expenditures: Public safety 118,179 118,179 132,427 (14,248) Total expenditures 118,179 118,179 132,427 (14,248) Other financing sources (uses): Transfers in 10,000 10,000 40,836 30,836 Total other financing sources (uses) 10,000 10,000 40,836 30,836 Net change in fund balance - 20,918 20,918 Fund balance, beginning of year 46,181 46,181 46,181 Fund balance, end of year $ 46,181 $ 46,181 $ 67,099 $ 20,918 65 NON MAJOR PROPRIETY FUNDS Enterprise funds are used to account for operations that are financed and operated in a manner similar to private business enterprises - where the intent of the government's council is that the costs of providing goods or services to the general public on a continuing basis be financed or recovered 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 athletic complex, supported primarily by user charges. Arbor Daze Fund — to account for the receipts and disbursements of the Arbor Daze Festival, supported primarily by user charges. 66 CITY OF EULESS, TEXAS COMBINING BALANCE SHEET NON -MAJOR PROPRIETARY FUNDS SEPTEMBER 30, 2006 Recreation Softball Athletic Arbor Classes Complex Complex Daze ASSETS (1 of 2) Totals Current assets: Deposits and investments $ 300,698 $ 440,274 $ 952,302 $ 117,147 $ 1,810,421 Accounts receivable and unbilled revenue 2,042 1,448 - - 3,490 Prepaids and deposits 6,230 13,004 - 19,234 Inventory - 43,726 3,112 - 46,838 Due from other funds 260,000 - 260,000 Total current assets 308,970 758,452 955,414 117,147 2,139,983 Non -current assets: Bond issuance cost 37,947 14,259 52,206 Less accumulated amortization 5,692 7,384 13,076 Net bond issuance cost 32,255 6,875 - 39,130 Utility plant and equipment in service, at cost Land 584,532 - 584,532 Building - 328,180 160,095 488,275 Equipment 70,908 108,812 73,102 - 252,822 Improvements - 608,896 6,970,698 7,579,594 Construction in progress - - 70,908 1,630,420 7,203,895 8,905,223 Less accumulated depreciation 26,582 482,080 1,515,275 2,023,937 Net utility plant and equipment in service 44,326 1,148,340 5,688,620 6,881,286 Total non -current assets 44,326 1,180,595 5,695,495 6,920,416 TOTAL ASSETS 353,296 1,939,047 6,650,909 117,147 9,060,399 67 CITY OF EULESS, TEXAS COMBINING BALANCE SHEET NON -MAJOR PROPRIETARY FUNDS SEPTEMBER 30, 2006 Recreation Softball Athletic Arbor Classes Complex Complex Daze (2 of 2) Totals LIABILITIES AND FUND EQUITY Current liabilities: Payable from current assets: Accounts payable $ 7,624 $ 55,002 $ 16,678 $ - $ 79,304 Accrued salaries and wages 861 28,026 1,323 - 30,210 Current portion of bonds payable 120,000 120,000 Total current liabilities 8,485 203,028 18,001 229,514 Non -current liabilities: Bonds payable - 1,206,555 1,206,555 Due to other funds - 260,000 260,000 Total non -current liabilities 1,206,555 260,000 1,466,555 Total liabilities 8,485 1,409,583 278,001 1,696,069 Net Assets: Invested in capital assets, net of debt 44,326 (178,215) 5,688,620 5,554,731 Unrestricted 300,485 707,679 684,288 117,147 1,809,599 Total net assets $ 344,811 $ 529,464 $ 6,372,908 $ 117,147 $ 7,364,330 68 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS NON -MAJOR PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2006 Operating revenues: Recreation fees Service fees and miscellaneous Total operating revenues Operating expenses: Recreation classes Athletic complex Softball complex Arbor Daze Depreciation Amortization Total operating expenses Operating income (loss) Nonoperating revenues (expenses) Investment income Other Revenue Interest on bonds Recreation Softball Classes Complex $ 406,547 $ - $ Athletic Complex - 876,672 232,091 406,547 876,672 232,091 395,010 10,807 405,817 730 13,530 Total nonoperating revenues (expenses), net 13,530 Income (loss) before transfers 14,260 Transfers in Transfers out Change in net assets 14,260 Net assets, beginning of year 330,551 915,676 70,820 6,021 992,517 (115,845) 18,027 149,919 (41, 319) 199,154 183,211 679 383,044 (150,953) 18,144 749,597 126,627 767,741 10,782 616,788 8,264 19,046 510,418 (8,264) 608,524 5,764,384 109,946 Arbor Daze Totals $ - $ 406,547 3,076 1,111, 839 3,076 1,518,386 730 395,010 199,154 915,676 730 264,838 6,700 730 1,782,108 2,346 (263,722) 4,855 54,556 899,516 (41,319) 4,855 912,753 7,201 649,031 8,264 (8,264) 7,201 649,031 6,715,299 Net assets, end of year $ 344,811 $ 529,464 $ 6,372,908 $ 117,147 $ 7,364,330 69 CITY OF EULESS, TEXAS COMBINING STATEMENT OF CASH FLOWS NON -MAJOR PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2006 Recreation Softball Athletic Arbor Classes Complex Complex Daze Totals OPERATING ACTIVITIES Cash received from customers $ 407,149 $ 878,267 $ 232,091 $ 3,616 $ 1,521,123 Cash payments to suppliers for goods and services (348,156) (582,850) (118,485) (697) (1,050,188) Cash payments to employees for services (67,086) (327,787) (75,565) (470,438) Net cash provided by (used in ) operating activities (8,093) (32,370) 38,041 2,919 497 NONCAPITAL FINANCING ACTIVITIES Transfer in Transfer out Net cash provided by (used in) noncapital financing activities 26,264 26,264 (26,264) (26,264) 26,264 (26,264) CAPITAL AND RELATED FINANCING ACTIVITIES Interest paid on bonds - (41,319) (41,319) Reduction in bonds payable (90,000) (90,000) Net proceeds from refunding bond issuance - - - Proceeds from gas lease 749,597 749,597 Loss on refunding bond issuance - Bond issuance costs Purchase of utility plant and equipment in service (11,795) (15,110) (15,987) (42,892) Net cash used in capital and related financing activities (11,795) (146,429) 733,610 575,386 INVESTING ACTIVITIES Proceeds from other revenues - 149,919 - - 149,919 Interest received on investments 13,530 18,027 18,144 4,855 54,556 Net cash provided by investing activities 13,530 167,946 18,144 4,855 204,475 Net increase (decrease) in cash and cash equivalents (6,358) 15,411 763,531 7,774 780,358 Cash and cash equivalents, beginning of year 307,056 424,863 188,771 109,373 1,030,063 Cash and cash equivalents, end of year $ 300,698 $ 440,274 $ 952,302 $ 117,147 $ 1,810,421 Reconciliation of operating income (loss) to net cash provided by (used in) operating activities Operating income (loss) $ 730 $ (115,845) $ (150,953) $ 2,346 $ (263,722) Adjustments to reconcile operating income (loss) to net cash provided by operating activities Depreciation and amortization 10,807 76,841 183,890 271,538 Loss on disposal of equipment - - Changes in assets and liabilities: Accounts receivable and unbilled revenue 602 1,682 540 2,824 Prepaids and deposits (5,129) (2,777) 33 (7,873) Inventory (32,430) (541) (32,971) Accounts payable (15,423) 37,766 6,347 28,690 Accrued salaries and wages 320 2,393 (702) 2,011 Deferred revenue - Net cash provided by (used in) operating activities ($ 8,093) ($ 32,370) $ 38,041 $ 2,919 $ 497 70 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 planned to be used in replacing existing equipment. Funding is provided annually by the user departments. Insurance Fund - to account for the revenue and expenses resulting from providing health insurance to the City's employees. Risk Management Fund - to account for the revenue and expenses applicable to the self-insurance program for worker's compensation and for general liability and property claims. 71 CITY OF EULESS, TEXAS COMBINING STATEMENT OF NET ASSETS INTERNAL SERVICE FUNDS SEPTEMBER 30, 2006 ASSETS Deposits and investments Accounts receivable Prepaid expenses Accrued interest receivable Total current assets Utility plant and equipment, at cost Equipment Less accumulated depreciation Net utility plant and equipment in service Risk Equipment Manage - Replacement Insurance ment Fund Fund Fund Total $ 1,593,096 $ 1,998,134 $ 1,031,003 $ 4,622,233 47,914 119,815 167,729 6,907 13,158 467 20,532 1,647,917 2,131,107 1,031,470 4,810,494 5,982,295 54,956 11,024 6,048,275 5,982,295 54,956 11,024 6,048,275 3,820,683 54,956 11,024 3,886,663 2,161,612 2,161,612 TOTAL ASSETS $ 3,809,529 $ 2,131,107 $ 1,031,470 $ 6,972,106 LIABILITIES Accounts payable $ 32 $ 1,409 $ 103,720 $ 105,161 Accrued salary and wages 15,314 4,317 19,631 Accrued insurance claims 241,829 241,829 Total current liabilities 32 258,552 108,037 366,621 NET ASSETS Invested in capital assets, net of related debt 2,161,612 - 2,161,612 Unrestricted 1,647,885 1,872,555 923,433 4,443,873 Total net assets $ 3,809,497 $ 1,872,555 $ 923,433 $ 6,605,485 72 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2006 Risk Equipment Manage - Replacement Insurance ment Fund Fund Fund Total Operating revenues: Insurance premiums $ $ 2,775,180 $ 258,709 $ 3,033,889 Service fees and miscellaneous 527,310 19,629 - 546,939 Total operating revenues 527,310 2,794,809 258,709 3,580,828 Operating expenses: General and administrative 111,280 115,575 60,502 287,357 Insurance costs 3,418,274 520,704 3,938,978 Depreciation 532,244 - 532,244 Total operating expenses 643,524 3,533,849 581,206 4,758,579 Operating loss (116,214) (739,040) (322,497) (1,177,751) Non -operating revenues: Investment income 67,398 39,710 35,896 143,004 Gain on sale of capital assets 24,866 24,866 Total nonoperating revenues 92,264 39,710 35,896 167,870 Income (loss) before transfers (23,950) (699,330) (286,601) (1,009,881) Transfers in 290,000 1,550,000 450,000 2,290,000 Change in net assets 266,050 850,670 163,399 1,280,119 Net assets, beginning of year 3,543,447 1,021,885 760,034 5,325,366 Net assets, end of year $ 3,809,497 $ 1,872,555 $ 923,433 $ 6,605,485 73 CITY OF EULESS, TEXAS COMBINING STATEMENT OF CASH FLOWS INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2006 OPERATING ACTIVITIES Cash received from customers Cash payments to suppliers for goods and services Cash payments to employees for services Net cash provided by (used in) operating activities NONCAPITAL FINANCING ACTIVITIES Transfers in Net cash provided by noncapital financing activities CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of equipment Net cash used in capital and related financing activities INVESTING ACTIVITIES Interest received on investments Net cash provided by investing activities Net increase in cash and cash equivalents Cash and cash equivalents, beginning of year Cash and cash equivalents, end of year Reconciliation of operating loss to net cash provided by (used in) operating activities Operating loss Adjustments to reconcile operating loss to net cash provided by (used in) operating activities: Depreciation expense Loss on disposal of equipment Change in assets and liabilities: Receivables Prepaids Accounts payable Accrued salaries and wages Accrued insurance claims Equipment Replacement Fund $ 504,262 88,909 593,171 290,000 290,000 (896,536) (896,536) 65,715 65,715 52,350 1,540,746 Insurance Fund $ 2,943,359 (3,431,523) (81,616) (569,780) (328,214) 1,550,000 1,550,000 36,916 36,916 1,017,136 980,998 Risk Manage- ment Fund Total $ 258,709 $ 3,706,330 (544,558) (3,887,172) (42,365) (123,981) (304,823) 450,000 2,290,000 450,000 2,290,000 37,397 37,397 159,183 871,820 (896,536) (896,536) 140,028 140,028 1,228,669 3,393,564 $ 1,593,096 $ 1,998,134 $ 1,031,003 $ 4,622,233 $ (116,214) $ (739,040) $ (322,497) $ (1,177,751) 532,244 24,866 (47,914) 269,177 (68,988) 148,550 (10,885) 3,048 28,547 (7,085) 1,368 532,244 24,866 100,636 269,177 (86,958) 4,416 28,547 Net cash provided by (used in) operating activities $ 593,171 $ (569,780) $ (328,214) $ (304,823) 74 AGENCY 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. DEA Task Force - to account for assets and liabilities received from the DEA task force that are to be distributed to other participating entities. 75 CITY OF EULESS, TEXAS AGENCY FUNDS STATEMENTS OF CHANGES IN ASSETS AND LIABILITIES YEAR ENDED SEPTEMBER 30, 2006 Balance Balance September 30, September 30, 2005 Additions Deletions 2006 Assets: Deposits and investments $ 2,288,618 $ 24,496 $ $ 2,313,114 Total assets $ 2,288,618 $ 24,496 $ $ 2,313,114 Liabilities: Due to other entities $ 2,288,618 $ 24,496 $ $ 2,313,114 Total liabilities $ 2,288,618 $ 24,496 $ $ 2,313,114 76 STATISTICAL SECTION (Unaudited) CITY OF EULESS, TEXAS NET ASSETS BY COMPONENT Last Four Fiscal Years (accrual basis of accounting) (Unaudited) Governmental activities Invested in capital assets, net of related debt Restricted Unrestricted Total governmental activities net assets Business -type activities Invested in capital assets, net of related debt Restricted Unrestricted Total business -type activities net assets Primary government Invested in capital assets, net of related debt Restricted Unrestricted Total primary government net assets Note: 2003 $ 42,192,665 713,385 14, 945, 063 $ 57, 851,113 $ 42,401,512 632,189 14,009,239 $ 57,042,940 $ 84,594,177 1,345,574 28,954,302 $ 114,894,053 Fiscal Year 2004 $ 46,733,074 1,304,226 14, 657, 018 $ 62,694,318 $ 43,283,643 16, 906, 068 $ 60,189,711 $ 90,016,717 1,304,226 31,563,086 $ 122,884,029 2005 $ 49,659,438 1,455,709 17,512,832 $ 68,627,979 $ 47,988,447 15,830,507 $ 63,818,954 $ 97, 647, 885 1,455,709 33,343,339 $ 132,446,933 Table 1 2006 $ 49,883,218 1,448,741 25,497,497 $ 76,829,456 $ 48,278,044 19,099,883 $ 67,377,927 $ 98,161,262 1,448,741 44,597,380 $ 144,207,383 City of Euless first applied GASB Statement 34 in fiscal year ended 9/30/2003; government -wide financial information for years prior is not available. Source: Comprehensive Annual Financial Reports 77 CITY OF EULESS, TEXAS CHANGES IN NET ASSETS, Last Four Fiscal Years (accrual basis of accounting) (Unaudited) Expenses Governmental activities: Culture and recreation Development services General and administrative Highway and streets Public Safety Interest on long-term debt Total governmental activities expenses Business -type activities: Water and sewer Drainage utility Golf Other Total business -type activities expenses Total primary government expenses Program Revenues Governmental activities: Fees, Fines, and Charges for Services: Culture and recreation Development services General and administrative Highway & Streets Public Safety Operating grants and contributions Capital grants and contributions Total governmental activities program revenues Business -type activities: Charges for services: Water and sewer Drainage utility Golf Other Operating grants and contributions Capital grants and contributions Total business -type activities program revenues Total primary government program revenues 2003 $ 4,753,724 1,190,240 11,879,362 2,117,959 14,830,469 3,147,819 37,919,573 12,046,092 812,785 3,616,671 2,593,455 19,069,003 56,988,576 Fiscal Year 2004 2005 $ 4,411,726 1,217,794 12,337,712 2,398,447 15,315,777 2,765,102 38,446,558 12,550,708 793,358 3,667,537 2,299,391 19,310,994 57,757,552 $ 4,573,219 1,113,875 13,370,907 1,734,487 15,514,301 2,572,094 38,878,883 Table 2 2006 $ 4,892,346 1,169,285 15,122,831 2,211,083 16,252,071 2,741,754 42,389,370 13, 227, 562 15,285,026 875,995 884,763 3,792,552 4,003,035 2,630,760 1,842,550 20,526,869 22,015,374 59,405,752 64,404,744 56,749 52,651 91,925 92,837 628,585 817,293 896,894 841,033 1,403,636 1,401,057 1,241,408 1,706,000 - - - 6,300 3,541,356 3,328,327 3,734,364 4,505,202 515,039 517,307 1,302,332 592,231 - 8,706 6,145,365 6,116,635 7,266,923 7,752,309 12, 768,482 13,235, 590 14,213, 072 16,065, 814 626,199 643,229 659,949 658,231 3,078,739 3,052,947 3,347,922 3,777,018 2,603,260 2,012,214 2,453,905 1,518,386 - 3,308,393 - 2,849,795 - 312,835 21,926,475 18,943,980 23,983,241 22,332,284 28,071,840 25,060,615 31,250,164 30,084,593 78 CITY OF EULESS, TEXAS CHANGES IN NET ASSETS, Last Four Fiscal Years (accrual basis of accounting) (Unaudited) Net (Expense) Revenue Governmental Activities Business -type Activities Total Primary government net expense General Revenues and Other Changes in Net Assets Governmental Activities: Taxes: Ad valorem (Property Tax) Sales Other Taxes Investment earnings Contributions from property owners Gain/(loss) on sale/retirement of capital assets Miscellaneous Transfers Total Governmental Activities Business -type Activities: Investment earnings Contributions from property owners Miscellaneous Transfers Total Business -type Activities Total Primary Government Change in Net Assets Governmental Activities Business -type Activities Total Primary Government Note: 2003 (31,774,208) 2,857,472 (28,916,736) 9,941,779 8,865,055 13,074,910 580,245 1,814,257 41,807 102,193 (1,535,227) 32,885,019 320,233 572,065 1,535,227 2,427,525 35,312,544 1,110,811 5,284,997 $ 6,395,808 $ Fiscal Year 2004 2005 (32,329,923) (367,014) (32,696,937) (31,611,960) 3,456,372 (28,155,588) 10, 233, 079 10, 777, 414 9,229,819 9,648,979 13,666,041 14,431,288 463,239 870,841 3,191,097 1,229,401 30,811 (21,023) 18,208 - 340,834 608,721 37,173,128 37,545,621 266,240 407,468 3,588,379 374,124 (340,834) (608,721) 3,513,785 172,871 40,686,913 37,718,492 4,843,205 5,933,661 3,146,771 3,629,243 7,989,976 $ 9,562,904 Table 2 2006 (Continued) (34,637,061) 316,910 (34,320,151) 11,188,598 12,303,965 16,999,325 1,611,815 24,866 709,969 42,838,538 771,888 271,707 2,908,437 (709,969) 3,242,063 46,080,601 8,201,477 3,558,973 $ 11,760,450 (concluded) City of Euless first applied GASB Statement 34 in fiscal year ended 9/30/2003; government -wide financial information for years prior is not available. Source: Comprehensive Annual Financial Reports 79 CITY OF EULESS, TEXAS FUND BALANCES, GOVERNMENTAL FUNDS Last Ten Fiscal Years (modified accrual basis of accounting) (Unaudited) Table 3 Fiscal Year 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 General Fund Reserved for other $ 549,311 $ 190,547 $ 80,047 $ 123,862 $ 99,851 $ 141,886 $ 136,167 $ 193,253 $ 239,592 $ 310,956 Unreserved 3,924,223 3,986,765 4,180,670 5,633,935 6,324,146 6,845,070 6,039,430 5,552,863 6,363,113 8,989,805 Total general fund $ 4,473,534 $ 4,177.312 $ 4,260,717 $ 5,757,797 $ 6,423,997 $ 6,986,956 $ 6,175,597 $ 5,746,116 $ 6,602,705 $ 9,300,761 All Other Governmental Funds Reserved for: Debt service $ 1,148,517 $ 1,144,652 $ 1,109,693 $ 1,581,339 $ 1,522,621 $ 1,344,435 $ 1,380,615 $ 1,432,251 $ 1,642,766 $ 1,587,754 Development Agreements 1,272,214 1,232,860 1,202,910 1,202,657 1,367,369 1,683,008 1,447,612 1,442,999 1,470,156 1,535,647 Other - 1,323 1,323 1,323 1,323 1,245 1,245 1,245 1,245 Unreserved, reported in: Special revenue funds 1,761,385 1,921,983 2,352,011 4,511,136 6,119,684 9,376,163 7,167,612 5,830,664 8,086,786 7,643,232 Capital funds 4,172,153 7,828,735 5,809,904 15,060,656 15,167,228 9,200,172 7,301,088 13,708,861 11,110,293 7,482,417 Total all other governmental funds $ 8,354,269 $ 12,128,230 $ 10,475,841 $ 22,357,111 $ 24,178,225 $ 21,605,101 $ 17,298,172 $ 22,416,020 $ 22,311,246 $ 18,250,295 Source: Comprehensive Annual Financial Reports 80 CITY OF EULESS, TEXAS CHANGES IN FUND BALANCES, GOVERNMENTAL FUNDS Last Ten Fiscal Years (modified accrual basis of accounting) (Unaudited) REVENUES: General property tax Gross receipts tax General sales tax Car rental tax Fines and fees Licenses and permits Interest income DEA Revenues Intergovernmental Other revenues Total Revenues 1997 1998 1999 2000 2001 $ 6,186,659 2,376,548 7,336,395 2,337,343 530,525 874,579 111,984 192,742 880,525 20,827,300 $ 6,272,862 $ 6,799,379 $ 7,208,237 $ 7,646,808 2,471,618 2,598,167 2,655,007 3,572,806 7,738,436 7,625,399 9,244,571 8,693,648 - - 6,300,071 11,048,696 2,671,187 3,349,742 3,452,010 3,145,608 396,811 448,751 550,356 511,625 908,632 878,518 1,514,037 1,902,874 96,023 125,714 101,538 71,457 1,539,430 557,246 602,417 413,617 977.675 447.126 843,473 1,491,487 23,072,674 22,830,042 32,471,717 38,498,626 EXPENDITURES: Culture and recreation 2,437,297 2,809,075 2,838,778 3,967,325 3,277,992 Development services 853,463 860,537 914,099 934,241 1,026,518 General and administrative 4,518,250 3,362,651 4,281,012 8,661,518 11,847,312 Highway and streets 639,906 699,140 815,687 746,976 734,672 Public safety 8,336,779 9,479,473 9,852,770 10,362,522 11,149,869 Debt Service: Principal 1,650,000 1,780,000 1,775,000 1,412,790 1,584,277 Interest and fiscal charges 1,430,502 1,150,612 1,454,632 1,768,842 3,766,821 Issuance costs - 56,800 - 328,100 104,300 Capital outlay and maintenance 2,833,506 4,535,219 3,069,616 15,404,250 13,390,056 Total expenditures 22,699,703 24,733,507 25,001,594 43,586,564 46,881,817 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES (1,872,403) (1,660,833) (2,171,552) .(11,114,847) (8,383,191). OTHER FINANCING SOURCES (USES): Issuance of Debt Payment of escrow for refunding Bond Premium Transfers in Transfers out Total Other Financing Sources 2,948,909 (5,481,151) (2,532.242) NET CHANGE IN FUND BALANCES $ (4.404.645)_ Debt service as a percentage of noncapital expenditures 5,500,000 24,088,891 11,455,000 1,350,845 1,867,886 2,784,426 3,347,358 (1,712,273) (1,265,318) (2,380,120) (3,931,853) 5,138,572 602,568 24,493,197 10,870,505 Table 4 2002 2003 2004 2005 2006 $ 8,845,813 3,767,478 8,922,660 10,148,812 3,237,217 1,188,231 898,590 133,138 421,176 1,790,164 39.353.279 3,277,615 1,046,331 11,748,167 750,218 12,187,878 $ 9,855,490 $ 10,297,219 $ 11,138,582 $ 11,266,615 3,433,537 3,475,785 3,589,389 4,418,954 8,865,055 9,229,819 9,648,979 12,303,965 9,641,373 10,190,256 10,841,899 12,580,371 3,377,046 3,162,113 3,662,327 4,089,056 1,009,058 1,190,059 870,010 806,476 566,049 444,653 798,485 1,468,812 45,997 128,341 14,607 77,461 326,493 292,265 303,713 315,487 1,500,408 1,434,035 2,238,652 2,015,047 38.620.506 39.844.545 43.106,643 49.342.244 3,764,712 3,586,026 3,890,845 4,079,825 1,111,608 1,150,194 1,079,073 1,117,614 11, 631, 603 11, 912, 050 12,494, 352 14, 860, 076 973,493 766,030 670,742 656,964 13,343,235 13,814,758 14,409,786 15,334,138 2,164,866 2,452,838 2,666,815 2,600,000 2,790,000 4,072,936 3,528,072 3,308,249 2,939,783 2,596,934 - 85,363 80,000 128,000 97,810 7,349,486 3,964,777 3,455,190 4,248,437 7,997,263 42,597,497 40,855,701 40,739,312 42,461,018 49,530,624 (3.244,218). (2,235,195) (894,767) 645,625 (188,380)_ 6,437,616 5,535,295 7,580,000 13,900,000 6,710,000 (6,315,299) (5,492,201) - (14,386,070) (6,879,482) - - - 508,038 3,683,309 3,987,716 3,985,286 2,435,617 5,536,285 (3,821,573) (6,913,902) (5,982,152) (2,351,396) (6,541,319) (15,947) (2,883,092) 5,583,134 106,189 (,174,516) $ 3,477.739 $ (1 568.984) $ 13,378.350 $ 2.487,314 $ (3,260,165)_ $ (5.118,287) $ 4,688,367 $ 751,814 $ (1.362,896) 15.5% 14.8% 14.7% 12.5% 16.3% Source: Comprehensive Annual Financial Reports 17.7% 16.4% 16.2% 14.8% 13.2% CITY OF EULESS, TEXAS ASSESSED AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS (Unaudited) Table 5 Estimated Market Value Total Total Less: Total Taxable Direct Fiscal Real Personal Market Tax -Exempt Assessed Tax Year Property Property Value Property Value Rate 1997 $ 1,105,465,387 $ 172,906,324 $ 1,278,371,711 $ 149,794,290 $ 1,128,577,421 $ 0.544980 1998 1,167,942,644 185,721,680 1,353,664,324 157,993,468 1,195,670,856 0.524754 1999 1,257,952,252 182,780,272 1,440,732,524 164,107,720 1,276,624,804 0.524754 2000 1,372,654,858 198,674,343 1,571,329,201 175,797,883 1,395,531,318 0.514754 2001 1,501,844,617 195,014,583 1,696,859,200 194,755,282 1,502,103,918 0.514754 2002 1,642,632,027 375,015,487 2,017,647,514 210,303,809 1,807,343,705 0.497254 2003 1,774,764,051 415,198,175 2,189,962,226 227,535,973 1,962,426,253 0.497254 2004 1,908,435,313 410,962,260 2,319,397,573 249,704,249 2,069,693,324 0.495000 2005 2,029,651,370 428,198,142 2,457,849,512 271,935,496 2,185,914,016 0.495000 2006 2,190,313,348 375,328,844 2,565,642,192 312,107,619 2,253,534,573 0.491777 Source: Tarrant Appraisal District Note: Property in the city is reassessed each year. Property is assessed at actual value; therefore, the assessed values are equal to actual value. Tax rates are per $100 of assessed value. 82 CITY OF EULESS, TEXAS DIRECT AND OVERLAPPING PROPERTY TAX RATES (per $100 of assessed value) LAST TEN FISCAL YEARS (Unaudited) City Direct Rates Overlapping Rates Table 6 Tarrant Tarrant General County County Fiscal Operating / Obligation Debt Total Direct Hurst -Euless- Grapevine- Tarrant Hospital Community Year General Rate Service Rate Bedford ISD Colleyville ISD County District College 1997 $0.354869 $0.190111 $0.544980 $1.6170 $1.5378 $0.2666 $0.2398 $0.0577 1998 0.360855 0.163899 0.524754 1.6063 1.5378 0.2640 0.2341 0.0577 1999 0.360855 0.163899 0.524754 1.6063 1.5378 0.2648 0.2341 0.1064 2000 0.356440 0.158314 0.514754 1.6318 1.5523 0.2648 0.2341 0.1064 2001 0.336374 0.178380 0.514754 1.6775 1.5823 0.2748 0.2341 0.1064 2002 0.311966 0.185288 0.497254 1.6530 1.6168 0.2748 0.2341 0.1064 2003 0.298479 0.198775 0.497254 1.7119 1.6598 0.2725 0.2324 0.1394 2004 0.309241 0.185759 0.495000 1.6616 1.7011 0.2725 0.2354 0.1394 2005 0.331396 0.163604 0.495000 1.7105 1.7000 0.2725 0.2354 0.1394 2006 0.340321 0.151456 0.491777 1.7230 1.7000 0.2725 0.2354 0.1394 Sources: City of Euless Budget Office, Tarrant Appraisal District 83 CITY OF EULESS, TEXAS PRINCIPAL PROPERTY TAX PAYERS Current Year and Nine Years Ago (Unaudited) Taxpayer Hertz Rent A Car Avis RentA Car System, Inc. Vanguard Car Rental USA Inc. TXU Electric Delivery Co. CingularWireless, LLC Colonial Realty, LP IRA Stoneleigh Feeco LLC Somerset Village Partners LP Budget Rent A Car System Inc Seramont II LP Total Source: Tarrant County Tax Office 2006 Taxable Assessed Value $ 63,707,382 51,681,659 49,438,047 37,957,143 37,714,317 37,400,000 37,300,000 30,299,136 29,855,770 29,500,000 $ 404,853,454 Percentage of Total City Taxable Assessed Value (1) 2.83 2.29 2.19 1.68 1.67 1.66 1.66 1.34 1.32 1.31 1997 Taxpayer Southwestern Bell Telephone Company Somerset Village Partners, LP Bear Creek Apartments, Inc. TU Electric The Bear Apartments Southwest Properties AMLI SW Home Depot USA, Inc. Ferguson Enterprise, Inc. Euless Holdings, Inc. 17.95 % Total Note: (1) Total Taxable Value including real and personal property for tax year 2005 (fiscal year 2006) is $2,253,534,573. (2) Total Taxable Value including real and personal property for tax year 2006 (fiscal year 1997) is $1,128,577,421. 84 Taxable Assessed Value $ 36,828,580 25,113,822 21,000,000 19,065,221 15,238,882 12,942,520 9,850,000 9,438,865 8,759,684 8,550,000 $ 166,787,574 Percentage of Total City Taxable Assessed Value (2) 3.26 % 2.23 1.86 1.69 1.35 1.15 0.87 0.84 0.78 0.76 14.79 % Table 7 CITY OF EULESS, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS (Unaudited) Collected within the Fiscal Year of the Levy Table 8 Total Collection Delinquent Taxes Collections Fiscal Total Fiscal Year Percentage of in Subsequent Total Percentage Delinquent Percentge Year Tax Levy Amount Levy Years Collections Of Levy Taxes of Levy_ 1997 6,150,523 6,073,887 98.75% 66,886 6,140,773 99.84% 392,589 6.38% 1998 6,235,640 6,123,906 98.21% 86,667 6,210,573 99.60% 392,589 6.30% 1999 6,698,985 6,618,464 98.80% 132,556 6,751,020 100.78% 393,988 5.88% 2000 7,150,393 7,068,633 98.86% 67,464 7,136,097 99.80% 361,663 5.06% 2001 7,717,258 7,562,145 97.99% 41,316 7,603,461 98.53% 493,703 6.40% 2002 8,987,088 8,668,507 96.46% 102,871 8,771,378 97.60% 915,904 10.19% 2003 9,758,243 9,639,278 98.78% 126,029 9,765,307 100.07% 1,002,193 10.27% 2004 10,244,982 10,026,897 97.87% 164,784 10,191,681 99.48% 938,053 9.16% 2005 10,820,274 10,663,367 98.55% 353,312 11,016,678 101.82% 707,019 6.53% 2006 11,070,606 11,007,368 99.43% 142,529 11,149,897 100.72% 785,037 7.09% Source: Tarrant County Tax Office and Tarrant Appraisal District 85 CITY OF EULESS, TEXAS RATIO OF OUTSTANDING DEBT BY TYPE Last Ten Fiscal Years (Unaudited) Governmental Activities Business -Type Activities Table 9 Taxable General Percentage General Certificates Certificates Sales Tax W&S Drainage Certificates Obligation Total of Personal Per Fiscal Obligation of of Revenue Revenue Revenue of Refunding Primary Income Capita Year Bonds Obligation Obligation Bonds Bonds Bonds _Obligation Bonds Government (1) .fl_ 1997 $ 6,126,586 $ 5,900,000 $ $ 9,770,000 $ 2,550,000 $ 1,970,000 $ 11,700,000 $ - $ 38,016,586 4.76% $ 931 1998 5,056,586 11,025,000 9,435,000 2,155,000 1,870,000 11,610,000 - 41,151,586 5.00% 996 1999 4,026,586 10,625,000 9,090,000 1,770,000 1,765,000 11,490,000 38,766,586 4.39% 904 2000 7,813,796 18,715,000 10,290,000 9,700,000 4,615,000 1,655,000 11,530,000 64,318,796 6.94% 1,439 2001 13,214,519 23,690,000 10,190,000 9,295,000 4,170,000 1,535,000 11,295,000 73,389,519 7.74% 1,613 2002 12,409,653 22,910,000 10,040,000 9,325,000 3,590,000 1,460,000 10,985,000 70,719,653 6.91% 1,532 2003 15,381,815 18,420,000 9,875,000 8,860,000 3,300,000 1,300,000 10,660,000 67,796,815 6.10% 1,414 2004 17,525,000 21,915,000 9,700,000 8,310,000 5,220,000 1,135,000 500,000 11,095,000 75,400,000 6.48% 1,516 2005 27,410,000 10,365,000 9,510,000 7,725,000 4,915,000 965,000 210,000 11,095,000 72,195,000 6.05% 1,445 2006 28,820,000 7,175,000 9,305,000 7,175,000 4,805,000 785,000 11,005,000 69,070,000 5.41% 1,361 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. 86 CITY OF EULESS, TEXAS RATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA LAST TEN FISCAL YEARS (Unaudited) General Bonded Debt Outstanding Table 10 General Certificates Estimated Debt to Fiscal Obligation of Population Assessed Assessed Debt Per Year Bonds Obligation Total (1) Value (2) Value Capita 1997 6,126,586 5,900,000 12,026,586 40,850 1,128,577,421 1.07% $ 294 1998 5,056,586 11,025,000 16,081,586 41,300 1,195,670,856 1.34% 389 1999 4,026,586 10,625,000 14,651,586 42,900 1,276,624,804 1.15% 342 2000 7,813,796 18,715,000 26,528,796 44,700 1,395,531,318 1.90% 593 2001 13,214,519 23,690,000 36,904,519 45,500 1,502,103,918 2.46% 811 2002 12,409,653 22,910,000 35,319,653 46,166 1,807,343,705 1.95% 765 2003 15,381,815 18,420,000 33,801,815 47,950 1,962,426,253 1.72% 705 2004 17,525,000 21,915,000 39,440,000 49,750 2,069,693,324 1.91% 793 2005 27,410,000 10,365,000 37,775,000 49,950 2,185,914,016 1.73% 756 2006 28,820,000 7,175,000 35,995,000 50,750 2,253,534,573 1.60% 709 Note: Details regarding the city's outstanding debt can be found in the notes to the financial statements. Total does not include Taxable certificates of obligation. Source: (1) Estimates by North Central Texas Council of Governments (2) Tarrant Appraisal District 87 CITY OF EULESS, TEXAS DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT As of September 30, 2006 (Unaudited) Governmental Unit Table 11 Estimated Estimated Share of Debt Percentage Overlapping Outstanding Applicable Debt Debt repaid with property taxes Grapevine-Colleyville Independent School District $ 322,136,456 2.12% $ 6,829,293 Hurst -Euless -Bedford Independent School District 219,304,831 26.79% 58,751,764 Tarrant County 234,450,000 2.72% 6,377,040 Tarrant County Hospital County 67,580,000 2.72% 1,838,176 Tarrant County College District 58,289,277 2.72% 1,585,468 Subtotal, overlapping debt $75,381,741 City of Euless (direct debt) $35,995,000 100.00% $35,995,000_ Total direct and overlapping debt $111,376,741 Source: Debt outstanding data provided by each governmental unit. 88 CITY OF EULESS, TEXAS PLEDGED- REVENUE COVERAGE WATER AND SEWER BONDS LAST TEN FISCAL YEARS (Unaudited) Tablel2 Less Interest Total Operating Net and Fiscal Revenues Expenses Revenue Fiscal Coverage Year (1) (2) Available Principal Charges Total Ratio 1997 10,605,353 8,014,504 2,590,849 370,000 151,480 521,480 4.97 1998 11,830,802 9,780,792 2,050,010 395,000 128,040 523,040 3.92 1999 11,909,011 9,288,622 2,620,389 385,000 107,325 492,325 5.32 2000 13,558,051 9,765,239 3,792,812 415,000 62,856 477,856 7.94 2001 13,084,483 10,915,784 2,168,699 445,000 317,637 762,637 2.84 2002 11,719,411 10,298,940 1,420,471 580,000 231,234 811,234 1.75 2003 13,016,934 10,431,249 2,585,685 615,000 199,245 814,245 3.18 2004 13,443,174 10,902,522 2,540,652 500,000 183,946 683,946 3.71 2005 14,548,715 11,555,108 2,993,607 305,000 275,524 580,524 5.16 2006 16,668,058 13,485,955 3,182,103 195,000 229,437 424,437 7.50 Notes: (1) Operating Revenues and investment interest of Water and Sewer Fund. (2) Total operating expenses of Water and Sewer Fund exclusive of depreciation and amortization. 89 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE DRAINAGE UTILITY BONDS LAST EIGHT FISCAL YEARS (Unaudited) Table 13 Less Interest Total Operating Net and Fiscal Revenues Expenses Revenue Fiscal Coverage Year (1) (2) Available Principal Charges Total Ratio 1997 587,892 66,624 521,268 30,000 125,419 155,419 3.35 1998 611,585 87,641 523,944 100,000 124,082 224,082 2.34 1999 621,586 195,397 426,189 105,000 118,433 223,433 1.91 2000 662,132 329,422 332,710 110,000 112,343 222,343 1.50 2001 662,455 212,073 450,382 120,000 108,652 228,652 1.97 2002 645,852 241,034 404,818 75,000 74,041 149,041 2.72 2003 653,916 291,668 362,248 160,000 32,494 192,494 1.88 2004 667,131 225,815 441,316 165,000 46,255 211,255 2.09 2005 700,316 265,444 434,872 170,000 41,305 211,305 2.06 2006 741,256 257,920 483,336 180,000 35,355 215,355 2.24 Notes: (1) Operating Revenues and investment interest of Drainage Utility Fund. (2) Total operating expenses of Drainage Utility Fund exclusive of depreciation and amortization. 90 CITY OF EULESS, TEXAS DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS (Unaudited) Table 14 Per Personal Estimated Capita Income School Unemployment Fiscal Population Income (thousands Median Age Enrollment Rate Year (1) (2) of dollars) (3) (4) (5) 1997 40,850 22,690 926,887 N/A 19,400 3.5% 1998 41,300 22,962 948,331 N/A 19,500 2.4% 1999 42,900 23,858 1,023,508 N/A 19,500 2.1% 2000 44,700 24,884 1,112,315 N/A 19,500 2.2% 2001 45,500 25,556 1,162,798 N/A 19,500 3.3% 2002 46,166 25,837 1,192,791 N/A 19,500 4.6% 2003 47,950 26,630 1,276,909 N/A 19,500 4.7% 2004 49,750 26,710 1,328,823 N/A 19,700 3.8% 2005 49,950 27,406 1,368,930 N/A 19,600 4.5% 2006 50,750 27,999 1,420,949 33.7 20,111 4.8% Notes: 1. Estimates by North Central Texas Council of Governments 2. Estimates by Claritas Site Reports; Research & Demographic Solutions 3. Research & Demographic Solutions - 2006 4. Hurst -Euless -Bedford Independent School District 5. Texas Workforce Commission 91 CITY OF EULESS, TEXAS PRINCIPAL EMPLOYERS Current Year and Eight Years Ago (Unaudited) 2006 Employer City Of Euless TJL Gravel Super Target Home Depot Heath & Company First Odyssey Group Office Depot Atlas Match F&H Ribbon Ferguson Enterprises Total Percentage of Total City Employees Employment 383 1.24% 275 0.89% 225 0.73% 130 0.42% 130 0.42% 100 0.32% 100 0.32% 80 0.26% 70 0.23% 65 0.21% 1,558 5.04% Employer City Of Euless Edward Blank Associates Tarrant Printing Atlas Match Home Depot Marriott Dal - Tex Albertsons N/A N/A 1998 Table 15 Percentage of Total City Employees Employment 323 1.54% 300 1.43% 210 1.00% 100 0.48% 155 0.74% 130 0.62% 125 0.60% 100 0.48% - 0.00% - 0.00% 1,443 6.89% Source: 1998 Official Statement, TWC website, US Census website, City of Euless Economic Development Department. Note: Information prior to 1998 was unavailable. 1998 Official Statement listed the top eight employers, other source data did not provide any further information to top ten list for 1998. 92 CITY OF EULESS, TEXAS FULL-TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM Last Ten Fiscal Years (Unaudited) Table 16 Fiscal Year Function/Program 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 General Government and Administration 43.25 46.25 46.25 49.25 50.25 52.25 52.25 51.25 50.75 53.00 Public Safety 107.00 111.00 111.00 112.00 116.00 116.00 117.00 118.00 120.00 123.00 Fire Safety 19.00 25.00 25.00 26.00 60.00 61.00 61.00 64.00 67.00 70.00 Development Services 10.00 13.00 13.00 13.00 13.00 13.00 15.00 12.00 12.00 12.00 Culture and Recreational 49.33 53.00 34.75 32.75 34.75 35.75 35.75 35.75 35.75 36.50 Water and Sewer 45.25 45.25 46.75 51.00 52.00 51.00 49.00 48.00 49.50 50.00 Golf Course 8.33 11.00 11.25 15.25 15.25 15.25 15.25 15.25 15.25 15.25 Public Works 14.50 14.50 14.75 15.75 15.75 15.75 15.75 15.75 15.75 15.75 Service Center 5.00 6.00 6.00 6.00 6.00 6.00 6.00 6.00 6.00 6.00 Risk Management / Insurance 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 1.50 Total 303.66 327.00 310.75 323.00 365.00 368.00 369.00 368.00 374.00 383.00 Source: City Budget Office 93 CITY OF EULESS, TEXAS OPERATING INDICATORS BY FUNCTION/PROGRAM Last Ten Fiscal Years (Unaudited) Table 17 Function/Proaram 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 Public Safety Police 77 80 80 81 81 81 81 81 82 82 Number of Certified Officers Number of Citations Issued N/A N/A N/A 23,509 25,430 23,719 27,145 25,491 32,200 38,359 Fire Number of Certified Firefighters 54 57 57 58 58 58 58 58 58 58 Number of Alarms N/A N/A N/A 4,432 4,717 4,530 4,849 4,699 3,949 3,661 Number of EMS Calls N/A N/A N/A 1,077 1,194 1,125 2,320 1,854 2,202 2,317 Municipal Court Cases Filed N/A N/A N/A 34,878 33,803 33,980 35,385 34,258 41,027 46,085 Development Number Residential Inspections - New N/A N/A N/A 120 100 107 182 518 319 315 Number Commercial Inspections - New N/A N/A N/A 10 10 8 4 13 8 10 Number Multifamily Inspections - New N/A N/A N/A 2 2 4 1 0 0 0 Public Works Street Overlay (Square Footage) N/A N/A N/A 543,532 301,421 767,154 1,238,046 1,004,735 1,391,889 666,456 Cultural and Recreational Parks and Recreation Recreation Center Memberships N/A N/A N/A 2,229 2,000 3,649 4,427 4,123 4,260 4,160 Class Attendance (Youth/Adult) N/A N/A N/A 14,756 13,935 11,099 17,532 24,522 24,575 27,205 Water and Sewer Number of Water Consumers 19,591 20,352 20,352 21,588 22,056 22,615 23,231 23,848 25,012 24,486 Water Produced (In Gallons x 1000) N/A N/A N/A 438,019 341,835 474,987 555,046 384,306 314,085 372,695 Water Purchased - TRA (In Gallons x 1000) N/A N/A N/A 2,298,819 2,134,768 1,839,498 1,895,120 2,146,706 2,382,040 2,947,945 Water Consumed (In Gallons x 1000) N/A N/A N/A 2,736,838 2,476,603 2,314,485 2,450,166 2,531,012 2,696,125 3,320,640 Annual Rainfall (In Inches) N/A N/A N/A 26.58 46.95 38.34 30.75 41.08 32.51 20.74 Golf Course Number of Paid Rounds Played Source: City Departments Comprehensive Annual Financial Report City Budget Office Notes: N/A - Data not available. N/A 29,420 41,049 38,542 29,694 29,961 30,861 33,146 32,725 36,639 94 CITY OF EULESS, TEXAS CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM Last Ten Fiscal Years (Unaudited) Function/Program Table 18 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 Public Safety Police Stations 1 1 1 1 1 1 1 1 1 1 Fire Stations 3 3 3 3 3 3 3 3 3 3 Public Works Streets- Paved (linear miles) N/A N/A N/A 182.0 182.0 182.0 182.0 182.0 182.0 182.0 Cultural and Recreational Swimming Pools 3 3 3 3 3 3 3 3 3 3 Parks 14 14 14 16 16 16 16 16 16 17 Parks Land (Acres) 539 539 539 539 539 539 539 539 539 566 Community Buildings 3 3 3 3 3 5 5 5 5 5 Ampitheater 1 2 2 2 2 2 2 2 2 2 Conference Center 1 1 1 1 1 1 1 1 1 1 Golf Course 1 1 1 1 1 1 1 1 1 1 Athletic Fields NA 24 24 24 24 24 24 24 24 24 Library Holdings 70,200 74,660 81,969 84,566 90,790 98,314 106,442 96,228 99,972 97,334 Water and Sewer Water Mains (miles) Fire Hydrants Sanitary Sewers (miles) Source: City Departments 155.00 157.00 157.00 160.00 165.00 165.00 194.66 194.66 194.66 218.00 1,146 1,160 1,160 1,190 1,215 1,215 1,318 1,318 1,318 1,377 132.0 133.0 133.0 139.0 143.0 162.0 162.0 162.0 162.0 162.0 95