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HomeMy WebLinkAboutFY 2003 Comprehensive Annual Financial Reportfi elligjs& r i 7i://ea-e' Li LJ 30, 2003 eey/r9, ei eft- el. t;et e • f /P. 91 evd CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2003 TABLE OF CONTENTS INTRODUCTORY SECTION Page(s) Letter of transmittal i-vi City officials vii GFOA certificate of achievement viii Organizational chart ix 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 26-48 Required Supplementary Information: Schedule of Funding Progress for Participation in Texas Municipal Retirement System 49 Budgetary Comparison Schedules 50-52 Combining and Individual Fund Statements and Schedules: Non -major Governmental Funds: Combining Balance Sheet 54-55 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 56-57 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2003 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 58 Police Drug Enforcement Special Revenue Fund 59 Half -penny Sales Tax Special Revenue Fund 60 DEA Task Force Special Revenue Fund 61 Crime Control and Prevention District Special Revenue Fund 62 Police Department Grant Special Revenue Funds 63 Non -major Proprietary Funds: Combining Statement of Net Assets 65-66 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets 67 Combining Statement of Cash Flows 68 Internal Service Funds: Combining Statement of Net Assets 70 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets 71 Combining Statement of Cash Flows 72 STATISTICAL SECTION (Unaudited) Table Page(s) Government -wide expenses by function 1 73-74 Government -wide revenues by function 2 73-74 General governmental expenditures by function 3 75 General governmental revenues by source 4 76 Property tax levies and collections 5 77 Assessed and estimated actual value of taxable property 6 78 Property tax rates - all direct and overlapping governments per $100 of assessed value 7 79 Ratio of net general bonded debt to assessed value and net bonded debt per capita 8 80 Computation of direct and overlapping debt 9 81 Ratio of annual debt service expenditures for net general bonded debt to total general expenditures 10 82 Schedule of revenue bond coverage - Water and Sewer Bonds 11 83 Schedule of revenue bond coverage - Drainage Utility Bonds 12 84 Demographic statistics 13 85 Principal taxpayers 14 86 Property value and construction 15 87 Computation of legal debt margin 16 88 Miscellaneous statistics 17 89-90 INTRODUCTORY SECTION January 19, 2003 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, 2003. We are hopeful that you find this information useful in reviewing the financial position of the City of Euless for fiscal year 2003. Responsibility for both the accuracy of the data and the completeness and fairness of the presentation, including all disclosures, rests with the City. To provide a reasonable basis for making these representations, management of the City of Euless has established internal controls designed to ensure that the City's assets are protected from loss, theft and misuse, and to ensure that adequate accounting data is compiled to allow for the preparation of financial statements in conformity with U.S. generally accepted accounting principals (GAAP). The internal controls are designed to provide reasonable but not absolute assurance that these objectives are met. The concept of reasonable assurance recognizes that: (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the evaluation of costs and benefits requires estimates and judgments by management. To the best of our knowledge and belief, the enclosed data is accurate in all material respects and is reported in a manner designed to present fairly the financial position and results of operations of the City as measured by the financial activity of its various funds. All disclosures necessary to enable the reader to gain an understanding of the City's financial activities have been included. The City of Euless financial statements have been audited by Weaver and Tidwell, L.L.P., a firm of licensed certified public accounts. The goal of the independent auditors was to provide reasonable assurance that the financial statements of the City of Euless for the fiscal year ended September 30, 2003, are free of material misstatement. The independent audit involved examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements, assessing the accounting principals used and significant estimates made by management; and evaluating the overall financial statement presentation. The independent auditors concluded, based upon the audit, that there was a reasonable basis for rendering an unqualified opinion that the City of Euless' financial statements for the fiscal year ended September 30, 2003, are fairly presented in 201 N. Ector Drive, Euless, Texas 76039-3595 817/685-1400 • Metro 817/267-4403 • Fax 817/685-1416 www.ci.euless.tx.us i conformity with GAAP. The independent auditor's report is presented as the first component of the financial section of this report. The Comprehensive Annual Financial Report is presented in three sections: Introductory, Financial, and Statistical. The introductory section includes this transmittal letter, the City's organizational chart, and a list of principal officials. The financial section includes Management's Discussion and Analysis (MD&A), basic financial statements, required supplementary information and combining and individual fund statements and schedules, as well as the independent auditor's report on the basic financial statements. The letter of transmittal is designed to complement and should be read in conjunction with the MD&A. The City of Euless MD&A can be found immediately following the report of the independent auditors. The statistical section includes selected financial and demographic information, generally presented on a multi -year basis. 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 47,950. 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 and six Council members, who enact local legislation, adopt budgets, determine policies, and appoint the city secretary, city attorney, and judge of the municipal court. 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, 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. Internal service funds of the City include an equipment replacement fund, insurance fund and risk management fund. The financial statements of the City include two component units because of their fiscal dependency of 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. ii The annual budget serves as the foundation for the City of Euless' financial planning and control. According to the City charter, the City Manager provides the City Council a budget by August 1st each year. The budget is filed with the City Secretary and open for public inspection. Upon receipt of the budget, the Council sets a date for a public hearing at which time interested citizens may express their opinion regarding the proposed budget. The charter requires the Council to adopt the budget by a favorable majority vote at least 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 (items over $5,000 and having a useful life of more than one year) are monitored and controlled item by item. Revenue budgets are reviewed monthly. Financial 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 condition of the region plays a very important role in the vitality of Euless. Although the DFW metroplex did feel the impact of the economic downturn and, in particular, the financial impact related to the airline industry's struggles, forecasts indicate that the DFW area will continue to see the addition of new jobs and continued growth. DFW is the largest metropolitan area in Texas and has sustained tremendous growth during the past decade. DFW International Airport provides in excess of 200,000 jobs and $11 billion to the regional economy. DFW is currently underway with a Capital Development Program that will invest over $2 billion into the Airport's infrastructure. This investment will generate an additional $34 billion in economic impact on the region's economy and will add 77,000 new jobs over the next 15 years according to the Greater Dallas Chamber of Commerce. Euless has seen near record growth in residential and multi -family building permits during the past year. Property values have continued to grow at above average rates. Total taxable value for all residential and commercial property in the City of Euless approached $2 billion for fiscal year 2003, which was an 8.5% increase over the prior iii year. Sales tax collections slowed during the past year but a diversified sales tax base held this decline to approximately 4% from the prior year. The City also receives a significant amount of revenues from a consolidated rental car facility at DFW airport. A slowdown in business travel brought on by the economic downturn caused a decline of approximately 5%. This is a fairly new revenue source for the City of Euless that was the result of a revenue sharing agreement with the City of Dallas and the City of Fort Worth. The City Council has chosen to use this funding source to build reserves, cash flow several projects that will enhance the city, and has not become overly dependent upon this revenue source for daily operations. Therefore, this decline did not create budgetary issues for the City during fiscal year 2003. The City of Euless has approximately 1861 acres of undeveloped land outside of DFW airport and another 600-900 developable acres within DFW airport. Euless is also actively working with developers on major undeveloped commercial tracts within the City. Cash Management The City of Euless maintains a minimum amount of cash in checking accounts to meet the City's operational needs. The remaining idle cash is invested in securities allowed by Texas Statutes and by the City's investment policy. These include obligations of the U.S. government or its agencies, obligations of the State of Texas, local government investment pools, money market mutual funds and certificates of deposits within established criterion. The maturities of the investments range from 44 days to 26 months with a weighted average maturity of 351 days. The average yield on the portfolio for fiscal year 2003 was 2.26%. Investment income includes appreciation in the fair value of investments. Increases in the fair value during the current year, however, do not necessarily represent trends that will continue; nor is it always possible to realize such amounts, especially in the case of temporary changes in the fair value of investments that the government intends to hold to maturity. An Investment Committee meets quarterly to determine general investment strategies, monitor results, and to review the quarterly and annual investment reports. Monthly reports are submitted to the Council for review as a part of the financial report. Risk Management The City administers a self -insured program to deal with workers compensation claims and participates in the Texas Municipal League Joint Self -Insurance Fund (TMLIF) to provide for general liability and property insurance. Contributions are made to the Risk Management Fund by other funds for workers' compensation claims. Contributions are used to pay claims, accumulate reserves and administer the program. Claims in excess of the self -insured limit of $300,000 are covered through a third -party limited -coverage insurance policy. iv The City, along with other participating entities, contributes annual amounts determined by TMLIF management for risk related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries; and natural disasters. As claims arise, they are submitted to and paid by TMLIF. The City is not liable for payment beyond the annual contribution. A safety program has been implemented to minimize the risk to employees by providing training regarding safe work practices and a review of any significant accidents. Employee Health Plan The City maintains an employee health plan for employees and dependents, which is self - insured by the City. Revenues are recognized from payroll deductions and from City contributions. The City utilizes a preferred provider organization for its primary health care option and actively solicits input from its employees regarding benefit levels and cost containment strategies. The City maintains an excess coverage insurance policy for claims in excess of $100,000 and aggregate claims in excess of $1,925,088. Employee Retirement System The City provides pension benefits to full time employees through a nontraditional, joint contributory, hybrid defined benefit plan in the statewide Texas Municipal Retirement System. Details of the plan can be found in Note 9 of the notes to the financial statements. 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, 2002. This was the 16th 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 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 dated August 27, 2002. This is the 12th 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 several categories, including as a policy document, a financial plan, an operations guide, and a communications device. v 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 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, Loretta Getchell, Director of Fiscal & Admin Services vi CITY OFFICIALS MARY LIB SALEFI, MAYOR CARL TYSON, COUNCIL MEMBER PLACE ONE AND MAYOR PRO TEM LEON HOGG, COUNCIL MEMBER PLACE TWO BOB EDWARDS, COUNCIL MEMBER PLACE THREE CHARLES MILLER, COUNCIL MEMBER PLACE FOUR GLENN PORTERFIELD, COUNCIL MEMBER PLACE FIVE VEVA LOU MASSEY, COUNCIL MEMBER PLACE SIX JOE HENNIG, CITY MANAGER Gary McKamie, Loretta Getchell, CPA, Director of Fiscal Deputy City Manager & Administrative Services vii The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Euless, Texas for its comprehensive annual financial report (CAFR) for the fiscal year ended September 30, 2002. The City of Euless has received a Certificate of Achievement for the last fourteen consecutive years. In order to be awarded a Certificate of Achievement, a government unit must publish an easily readable and efficiently organized comprehensive annual financial report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe our current report continues to meet the Certificate of Achievement Program's require- ments, and we are submitting it to GFOA to determine its eligibility for another certificate. 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, 2002 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 viii RON YOUNG Director of Public Works - Streets Water Wastewater Animal Control Meter Reading Const. Mgmt. BOB BARKER City Engineer Engineering Const. Inspection CIP Mgmt. Traffic Safety Drainage BOB MCFARLAND City Attorney RAY MCDONALD (Interim) Director of Parks Community Services Recreation Parks Special Events Parks at Texas Star StarCenter Softball World at Texas Star SUSAN CRIM City Secretary LEE KOONTZ Fire Chief Suppression Ambulance/EMS Fire Educ. & Prevent. Fire Marshall Emergency Mgmt. LEONARD CARMACK Police Chief Patrol Criminal Invest. Services: Communications Community Jail CITIZENS MAYOR and . COUNCIL JOE HENNIG City Manager GARY MCKAMIE Deputy City Manager LORETTA GETCHELL Director of Finance/ Admin. Services Accounting. Utility Billing Budget Municipal Court Cash Debt. Mgmt. Info. Services Purchasing Human Re - LACY BRITTEN Municipal Court Judge KYLE MCADAMS Fleet & Facilities Administrator BILL • RIDGWAY Director of Economic Development Economic Dev. Franchises Recycling Organizational Chart i ennig, City M October, 2002 Municipal Court of Record MI KE COLLINS Director of Planning & Development Planning Code Enforcement Environ. Health Bldg. Inspections JOANN ROGERS Library Administrator LORI DE LA CRUZ Comm. Marketing Manager GLENDA HARTSELL General Mgr. Texas Star III WEAVER TIDWELL L.L.P. CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS DALLAS Three Form Plum 12221 Merit Drive Suite 1400 Dallas, Twits 75251-2280 972, 490.1970 F 972.702.8321 FORT WORTH 1600 11%st Seventh Street Suite .300 Fort Worth, Texas, 76102-2506 817.332.7905 F 817.429.5936 WWW. 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, 2003, 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, 2003, 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. As described in Note 1, the City has implemented a new financial reporting model, as required by the provisions of GASB Statement No. 34, Basic Financial Statements —and Management's Discussion and Analysis —for State and Local Governments, as of September 30, 2003. The management's discussion and analysis, the analysis of funding progress and budgetary comparison information on pages 3 through 13 and 49 through 52, 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, 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 5, 2003 4104 CITY OF EULESS, TEXAS Management's Discussion and Analysis For the Year Ended September 30, 2003 (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, 2003. 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. The City implemented Governmental Accounting Standards Board Statement 34 Basic Financial Statements and Management's Discussion and Analysis for State and Local Governments (Statement 34) for the first time for fiscal year 2003. As discussed in footnote 1, the City elected to capitalize its remaining infrastructure networks (streets and drainage) in this fiscal year. Financial Highlights • The assets of the City of Euless exceeded its liabilities at the close of the most recent fiscal year by $114,894,053 (Net assets). Of this amount, $28,954,302 (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 $23,473,769, a decrease of $5,118,287 in comparison with the prior year. Approximately 87% 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 $6,039,430 or 28% of total general fund expenditures. • The City's total capital assets increased by $5,764,977, which is primarily attributed to street infrastructure. • The City's bonds payable decreased $2,922,838 or 4.2% due to principal payments. 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. 3 The statement of net assets presents information on all of the City of Euless' assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the City of Euless is improving or deteriorating. The statement of activities presents information showing how the City's net assets changed during the fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g., uncollected taxes and earned but unused compensated absences). Both of the government -wide financial statements distinguish 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 14-15 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- 4 wide financial statements. By doing so, the reader may better understand the long-term impact of the government's near -term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains 17 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 13 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 basic governmental fund financial statements can be found on pages 16-19 of this report. The City adopts an annual appropriated budget for its general fund. A budgetary comparison statement has been provided for the general fund to demonstrate compliance with this budget. 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 20-24 of this report. 5 Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary funds are not reflected in the government -wide financial statements because the resources of those funds are not available to support the City's own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The basic fiduciary fund financial statements can be found on page 25 of this report. Notes to the financial statements. The notes provide additional information that is essential to a full understanding of the data provided in the government -wide and fund financial statements. The notes to the financial statements can be found on pages 26-48 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 49-52 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 53-72 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, 2003, the City of Euless' assets exceeded liabilities by $114,894,053. The largest portion of the City's net assets (74%) 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 ($28,954,302) may be used to meet the government's ongoing obligations to citizens and creditors. As of September 30, 2003, 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. 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 2003 $35,267,340 85,744,846 121,012,186 50,722,077 12,438,996 63,161,073 42,192,665 713,385 14,945,063 $57,851,113 Business -type activities 2003 $17,177,132 57,661,512 74,838,644 14,595,000 3,200,704 17,795,704 42,401,512 632,189 14,009,239 $57,042,940 Total 2003 $52,444,472 143,406,358 195,850,830 65,317,077 15,639,700 80,956,777 84,594,177 1,345,574 28,954,302 $114,894,053 Analysis of the City's Operation. The following table provides a summary of the City's operations for the year ended September 30, 2003. The City first implemented Governmental Accounting Standards Board Statement No. 34, Basic Financial Statements — and Management's Discussion and Analysis for State and Local Governments, in 2003; therefore, comparative data is not presented. Overall, the City had an increase in net assets of $6,395,808. Governmental activities. Governmental activities increased the City's net assets by $1,110,811, thereby accounting for 17% of the total growth in the net assets. Business -type activities. Business -type activities increased the City's net assets by $5,284,997, accounting for the other 88% of the total growth in net assets. 7 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 Gain (loss) on sale/retirement of fixed assets Miscellaneous Total revenues Expenses Culture and recreation Development services General government Highways 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 10/01/02 Net assets 09/30/03 Governmental Business -type activities activities 2003 2003 Total 2003 $5,630,326 $19,076,680 $24,707,006 515,039 0 0 2,849,795 9,941 ,779 8,865,055 13,074,910 580,245 1,814,257 41,807 102,193 40,565,611 4,753,724 1,190,240 11,879,362 2,117,959 14,830,469 3,147,819 37,919,573 0 0 0 320,233 572,065 515,039 2,849,795 9,941,779 8,865,055 13,074,910 900,478 2,386,322 0 41,807 0 102,193 22,818,773 0 0 0 0 0 0 12,046,092 812,785 3,616,671 2,593,455 19,069,003 2,646,038 3,749,770 (1,535,227) 1,535,227 1,110,811 5,284,997 56,740,302 51 ,757,943 $57,851,113 $57,042,940 63,384,384 4,753,724 1,190,240 11,879,362 2,117,959 14,830,469 3,147,819 12,046,092 812,785 3,616,671 2,593,455 56,988,576 6,395,808 0 6,395,808 108,498,245 $114,894,053 8 Expenses and Program Revenues — Governmental Activities $16,000,000 - $12,000,000 - $8,000,000 - $4,000,000 - $0 ■ Expenses O Program revenues 1 Gen & Culture & Dev Hwy and Public Int on admin rec services streets safety long-term debt Expenses and Program Revenue — Business -type Activities $16,000,000 $12,000,000 - $8,000,000 - $4,000,000 - $0 MIN.7771. , Water & Sewer Drainage Financial Analysis of the Government's Funds Golf ■Expenses OProgram Revenues Other As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. 9 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 $23,473,769, a decrease of $5,118,287 in comparison with the prior year. Approximately 87% 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 ($1,380,615), 2) to pay for specific capital improvements per development agreements ($1,447,612), and 3) for a variety of other restricted purposes ($137,412). In the general fund, the City budgeted for a decrease in fund balance of $2,228,341, which was primarily resulting from transfers of $800,000 to the insurance and risk management fund, and $1,218,895 to purchase capital items. This was a planned reduction of excess fund balance to fund "pay as you go" capital expenditures and to subsidize the intemal service funds that experienced unusually large claims. Due to actual revenue being more than budgeted and actual expenditures being less than budgeted, the actual fund balance decrease for fiscal year 2003 was only $811,359. Debt service fund balance increased in 2003 by $36,180 due primarily to increased penalties and interest on late property tax collections. Street CIP fund balance decreased $2,684,537 due to the planned construction of several major thoroughfares including Harwood Road, North Main Street, Gateway Blvd., and Glade Road. The Car Rental fund budgeted a decrease of $1,125,645, which was a planned reduction of excess fund balance to be used to fund capital projects including the reconstruction of Building A, the design of a new fire station, Phase III of the Parks at Texas Star and several drainage projects. Due to actual revenues being less than budgeted, the actual decrease in fund balance was $1,522,177. 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 respective proprietary funds are Water and Sewer - $10,931,764, Drainage Utility - $2,010,802, Golf Course - ($1,581,027), and Other Enterprise Funds - $2,759,998. All funds except the Golf Course had net asset increases in 2003 as follows: Water and Sewer - $2,717,700, Drainage Utility - $1,389,846, Other Enterprise Funds - $1,514,183. The Golf Course had a decrease in net assets of $224,434. General Fund Budgetary Highlights The only difference between the general fund original budget and the final amended budget was an additional $500,000 transfer to the health insurance fund and an additional $100,000 transfer to the risk management fund. 10 This increase was to be funded out of available fund balance; however, revenues exceeded budgetary estimates and expenditures were less than budgetary estimates, thus eliminating the need to draw upon existing fund balance. 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, 2003, amount to $143,406,358 (net of accumulated depreciation). This investment in capital assets includes land, buildings, improvements, machinery and equipment, infrastructure and construction in progress. The total increase in the City's investment in capital assets for the current fiscal year was $5,764,977. Major capital asset events during the current fiscalyear included the following: • Acquisition and developer contribution of right of way related to street construction totaled $315,664 • Addition of $2,114,485 in street infrastructure consisting of Harwood Road ($247,843), Glade Road ($180,926), Gateway Blvd. ($472,855), and developer contributions ($1,213,161) • Construction -in -progress additions related to street projects totaled $3,030,806 consisting primarily of North Main Street • Construction -in -progress additions related to enterprise funds totaled $1,127,818 • Addition of $3,165,773 in water, sewer, and drainage infrastructure projects City of Euless' Capital Assets (Net of Accumulated Depreciation) Land Buildings Improvements other than buildings Machinery and equipment Infrastructure Construction in progress Total Governmental activities 2003 $20,658,667 28,947,214 1,964,898 4,467,216 18,145,683 11,561,168 $85,744,846 Business -type activities 2003 $2,776,602 3,325,954 0 964,902 49,322,895 1,271,159 $57,661,512 Total 2003 $23,435,269 32,273,168 1,964,898 5,432,118 67,468,578 12,832,327 $143,406,358 Additional information on the City's capital assets can be found in note 3 on pages 36-37 of this report. Long-term debt. At the end of the current fiscal year, the City had total bonded debt outstanding of $67,560,881. Of this amount, $54,100,881 comprises debt backed by the full faith and credit of the government. The remainder of the City's debt, $13,460,000, represents bonds secured solely by specific revenue sources (i.e. revenue bonds). 11 City of Euless' Outstanding Debt General obligation bonds Certificates of obligation Revenue bonds Deferred loss on refunding bonds Total Governmental activities 2003 $15,381,815 28,295,000 8,860,000 (235,934) $52,300,881 Business -type activities 2003 $0 10,660,000 4,600,000 0 $15,260,000 Total 2003 $15,381,815 38,955,000 13,460,000 (235,934) $67,560,881 The City's total debt decreased by $2,922,838 (4.2%) during the current fiscal year. This decrease is a result of regularly scheduled annual principal payments and 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 $5,490,000 in general obligation refunding bonds during 2003 to advance refund $5,185,000 of outstanding debt, which resulted in a reduction in debt payment of $317,543 over the next 11 years and an economic gain of $280,520. The City has an "Al" rating from Moody's and an A+ rating from Standard & Poor's for general obligation debt. The revenue bonds have been rated "A2" 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 38-42. Economic Factors and Next Year's Budgets and Rates In the fiscal year 2003-04 budget, general fund revenues and transfers in are budgeted to increase by 1.4% from the 2002-03 budget year with property taxes making up about 28% of budgeted revenues and sales tax making up about 25% of budgeted revenues. Certified assessed valuations as of September 1, 2003, increased 5.5% over the preceding year. As of September 30, 2003, the City's unemployment rate is 4.6% compared to the State of Texas, which is 6.6%. The City's budgets for all funds have benefited from a strong and expanding economy for the past several years, but in this coming fiscal year, the City's budget has been impacted by the slowdown in economic growth. Sales tax receipts have decreased due to the slowing economy. This revenue source is the most volatile and is subject to further declines if the economic slowdown continues. Likewise, the car rental tax receipts are also volatile as they are closely related to the amount of 12 business travel through the DFW International Airport. A decrease in the amount of interest income has also been seen due to the Federal Reserve's decision to lower rates. These revenue pressures are responsible for budgeted expenditures remaining fairly level with the prior year. Departments were asked to hold increases in operating expenses to a minimum and personnel positions remained level. 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 was reduced from .497254 per $100 of assessed value to .495 per $100 of assessed value for fiscal year 2004. During 2002-03, the City increased water and sewer rates. This was the first increase in water rates since 1992, excluding a TRA pass through charge in 1999. This was the first increase in sewer rates since 1991. An analysis of the new rate structure indicates that the City will receive approximately $1,597,639 from the increased rates. The majority of this increase will be used to continue a "pay as you go" water and sewer infrastructure replacement program. The golf course revenues are budgeted to exceed the prior year by 5% due to higher budgeted rounds of golf. Although rounds are expected to increase, discounting of fees has been required to maintain the level of play due to a saturation of golf courses in the area. Operating expense increases have been held to a minimum but additional funds have been included in the fiscal year 2004 budget for needed maintenance. It is anticipated that this fund will not improve its current deficit position. Transfers from the car rental fund may be necessary to subsidize the shortfall. 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 vrodriauez a ci.euless.tx.us. 13 CITY OF EULESS, TEXAS GOVERNMENT -WIDE STATEMENT OF NET ASSETS SEPTEMBER 30, 2003 Primary Government Governmental Business -type Activities Activities Total ASSETS Deposits and investments $ 28,199,861 $ 12,250,244 $ 40,450,105 Receivables (net of allowances for uncollectibles) 4,931,223 2,229,639 7,160,862 Internal Balances 1,396,773 ( 1,396,773) - Inventory of Supplies 9,046 223,033 232,079 Prepaid Items 16,657 30,897 47,554 Due from other governments 602,445 602,445 Restricted Assets: Cash and Cash Equivalents 410,432 410,432 Investments - 3,198,776 3,198,776 Interest Receivable 1,399 1,399 Deferred charges 111,335 229,485 340,820 Capital Assets: Land and Construction in Progress 32,219,835 4,047,761 36,267,596 Other Capital Assets, Net of Accumulated Depreciation 53,525,011 53,613,751 107,138,762 Total Assets and Other Debits $ 121,012,186 $ 74,838,644 $ 195,850,830 LIABILITIES AND NET ASSETS LIABILITIES: Accounts Payable $ 8,143,881 $ 768,606 $ 8,912,487 Accrued Liabilities 561,142 320,174 881,316 Accrued interest payable 667,230 31,137 698,367 Deferred Revenue 107,814 107,814 Money Held in Escrow 1,307,973 1,307,973 Noncurrent liabilities: Due within one year 3,066,743 665,000 3,731,743 Due in more than one year 50,722,077 14,595,000 65,317,077 Total Liabilities 63,161,073 17,795,704 80,956,777 NET ASSETS: Invested in Capital Assets, net of related debt 42,192,665 42,401,512 84,594,177 Restricted for Debt Service 713,385 632,189 1,345,574 Unrestricted 14,945,063 14,009,239 28,954,302 Total Net Assets $ 57,851,113 $ 57,042,940 $ 114,894,053 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, 2003 Program Activities Primary government: Governmental 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 Expenses $ 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 Fees, Fines and Charges for Services Program Revenues Operating Grants and Contributions $ 56,749 $ 628,585 1,403,636 3,541,356 5,630,326 12,768,482 626,199 3,078,739 2,603,260 19,076,680 $ 24,707.006 $ GENERAL REVENUES: Taxes: Property Taxes, levied for general purposes Sales Taxes Other Taxes Interest on Investments Contributions from property owners Gain on Sale of Assets Miscellaneous Transfers Total general revenues and transfers Change in Net Assets NET ASSETS, beginning of year, as adjusted NET ASSETS, end of year Capital Grants and Contributions 55,428 $ 21,663 30,051 407,897 515,039 1,769,103 1,080.692 Governmental Activities Net (Expenses) Revenues and Changes in Net Assets Primary Government Business - Type Activities ($ 4,641,547) $ ( 539,992) ( 10,445,675) ( 2,117,959) ( 10,881.216) ( 3,147,819) ( 31,774,208) 2,849,795 - 515.039 $ 2.849.795 S 31.774.208) $ 9,941,779 8,865,055 13,074,910 580,245 1,814,257 41,807 102,193 ( 1,535,227) 32,885,019 1,110,811 56.740.302 (S ( ( 2,491,493 894,106 537.932) 9,805 2,857,472 2,857.472 Total 4.641.547) 539,992) 10.445.675) 2.117.959) 10,881.216) 3.147,819) 31,774.208) 2.491,493 894,106 537,932) 9,805 2.857.472 28.916.736) $ S 9,941,779 8,865.055 13.074.910 320,233 900,478 572,065 2.386.322 41.807 102,193 1,535,227 2,427,525 35.312,544 5.284,997 6.395,808 51,757,943 108.498.245 S 57,851,113 S 57,042.940 S 114.894.053 The Notes to Basic Financial Statements are an integral part of this statement. 15 CITY OF EULESS, TEXAS BALANCE SHEET - GOVERNMENTAL FUNDS SEPTEMBER 30, 2003 Debt Streets Car Other Total General Service CIP Rental Tax Governmental Governmental ASSETS Fund Fund Fund Fund Funds Funds Deposits and investments $ 6,155,848 $ 409,941 $ 6,188,739 $ 7,940,869 $ 6,045,033 $ 26,740,430 Receivables: Property taxes 644,541 357,652 - 1,002,193 Accounts receivable and unbilled revenue 1,991,345 17,082 - 1,514,121 61,514 3,584,062 Accrued interest 38,677 - 3,401 37,020 5,211 84,309 Due from other funds - 1,351,684 - 1,351,684 Due from other governments - 602,445 602,445 Prepaids and deposits 11,936 - 4,721 16,657 Inventories, at cost 9,046 9,046 Total assets and other debits $ 8,851,393 $ 784,675 $ 6,192,140 $ 10,843,694 $ 6,718,924 $ 33,390,826 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 839,144 $ - $ 495,509 $ 5,784,071 $ 486,627 $ 7,605,351 Accrued salaries and wages 490,462 - 53,167 543,629 Deferred revenue 1,346,190 354,678 - 1,700,868 Due to other funds - 67,209 67,209 Total liabilities 2,675,796 354,678 495,509 5,784,071 607,003 9,917,057 Fund Balances: Reserved for: Debt service 429,997 950,618 1,380,615 Computer 78,815 - 78,815 Development agreements 1,447,612 1,447,612 Betterment 7,930 - 7,930 Library 11,602 11,602 Injured animals 1,363 - 1,363 Historical Preservation 1,245 1,245 9-1-1 Emergency System 22,805 - - 22,805 Technology 13,652 - 13,652 Unreserved: Designated for: Contingency 500,000 - - - 500,000 Emergency 500,000 500,000 Undesignated, reported in: General fund 5,039,430 - - 5,039,430 Special revenue funds - 5,059,623 2,107,989 7,167,612 Capital projects funds 5,696,631 - 1,604,457 7,301,088 Total fund balances 6,175,597 429,997 5,696,631 5,059,623 6,111,921 23,473,769 Total liabilities and fund balances $ 8,851,393 $ 784,675 $ 6,192,140 $ 10,843,694 $ 6,718,924 $ 33,390,826 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, 2003 Total fund balances - governmental funds $ 23,473,769 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. 85,744,846 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. 111,335 ( 667,230) 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. 1,276,345 Revenues earned but not available within sixty days of the year end are not recognized as revenue on the fund financial statements. 1,700,868 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. ( 53,788,820) Net assets of governmental activities $ 57,851,113 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, 2003 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 General Fund $ 5,926,651 $ 3,928,839 $ 3,279,373 5,578,677 3,377,046 1,009,058 195,346 326,493 290,659 19,983,303 2,644,654 998,869 5,029,333 715,877 11,811,166 21,199,899 ( 1,216,596) Other financing sources (uses) Proceeds from issuance of bonds Payment to refunded bond escrow agent - Operating transfers in 1,402,285 Operating transfers out ( 997,048) Total other financing sources (uses) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses ( Fund balances, beginning of year Fund balances, end of year 405,237 811,359) 6,986,956 $ 6,175,597 Debt Service Fund 16,478 Streets CIP Fund Car Other Rental Tax Governmental Fund Funds $ $ 154,164 3,286,378 9,641,373 93,070 174,927 86,228 45,997 978,229 79,889 151,631 4,923,546 172,959 9,816,300 3,724,398 1,120,058 112,739 6,466,306 135,964 257,616 - 1,532,069 1,987,838 - 465,000 3,062,699 465,373 85,363 - 2,859,146 1,105, 631 Total Governmental Funds $ 9,855,490 3,433,537 8,865,055 9,641,373 3,377,046 1,009,058 566,049 45,997 326,493 1,500,408 38,620,506 3,764,712 1,111,608 11,631,603 973,493 13,343,235 2,452,838 3,528,072 85,363 3,964,777 5,135,900 3,116,762 6,466,306 4,936,834 40,855,701 ( 212,354) ( 2,943,803) 3,349,994 ( 1,212,436) ( 2,235,195) 5,535,295 ( 5,492,201) 205,440 248,534 36,180 393,817 $ 429,997 259,266 28,506 2,092,219 ( 4,900,677) ( 1,016,177) 259,266 ( 2,684,537) 8,381,168 $ 5,696,631 ( 4,872,171) 1,076,042 ( 1,522,177) 6,581,800 $ 5,059,623 5,535,295 5,492,201) 3,987,716 6,913,902) 2,883,092) ( 136,394) ( 5,118,287) 6,248,315 28,592,056 $ 6,111,921 $ 23,473,769 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, 2003 Net change in fund balances - total governmental funds ($ 5,118,287) 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. 3,964,777 1,814,257 ( 2,780,130) 2,495,107 ( 72,425) 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. 17,382 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. Current year accretion on capital appreciation bonds is not reflected in the fund financial statements, but is shown as an increase in the accreted interest on the government -wide financial statements. Payments of accreted interest on capital appreciation bonds are expenditures in the fund financial statements, but are shown as reductions in long-term debt in the government -wide financial statements. 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. 333,286 362,871 93,973 Change in Net Assets of Governmental activities $ 1,110,811 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, 2003 (1 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 ASSETS Current assets: Deposits and investments $ 7,532,243 $ 1,900,210 $ 3,930 $2,813,861 $12,250,244 $ 1,459,431 Accounts receivable and unbilled revenue less allowance for uncollectibles of $4,536 for water and sewer and $79 for drainage utility 2,037,397 33,383 100,039 9,556 2,180,375 260,094 Accrued interest receivable 44,976 3,322 966 49,264 565 Prepaids and deposits 3,886 - 9,410 17,601 30,897 - Inventory 60,672 121,056 41,305 223,033 Due from other funds 232,565 - 313,000 545,565 Total current assets 9,911,739 1,936,915 234,435 3,196,289 15,279,378 1,720,090 Restricted assets: Revenue bond debt service:cash with paying agent 388,326 - 388,326 Revenue bond emergency: short-term investments 500,000 500,000 Capital projects account: Cash and cash equivalents 22,106 22,106 Accrued interest receivable 1,399 1,399 Short-term investments 2,698,776 2,698,776 Total restricted assets 3,610,607 3,610,607 Bond issuance cost 145,373 166,554 116,003 57,138 485,068 Less accumulated amortization 105,373 86,420 42,873 20,917 255,583 Net bond issuance cost 40,000 80,134 73,130 36,221 229,485 Utility plant and equipment in service, at cost Land 1,528,966 314,969 348,135 584,532 2,776,602 Building 186,465 - 3,402,783 488,275 4,077,523 Equipment 885,131 1,249,407 174,681 2,309,219 5,282,598 Improvements - 20,091,346 7,779,138 5,619,368 33,489,852 Construction in progress 1,166,584 25,675 78,900 1,271,159 Waterworks and sanitary sewer system 41,962,503 41,962,503 45,729,649 20,431,990 12,779,463 6,945,756 85,886,858 5,282,598 Less accumulated depreciation 19,345,884 5,108,215 2,500,158 1,271,089 28,225,346 2,963,926 Net utility plant and equipment in service 26,383,765 15,323,775 10,279,305 5,674,667 57,661,512 2,318,672 TOTAL ASSETS 39,946,111 17,340,824 10,586,870 8,907,177 76,780,982 4,038,762 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, 2003 (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 LIABILITIES Current liabilities: Payable from current assets: Accounts payable 427,421 4,709 239,554 96,922 768,606 272,803 Accrued salaries and wages 205,989 1,538 85,057 27,590 320,174 17,513 Current portion of bonds payable - 165,000 190,000 85,000 440,000 Accrued insurance claims - - 265,727 Deferred revenue 25,873 46,941 35,000 107,814 - Total current liabilities 659,283 171,247 561,552 244,512 1,636,594 556,043 Current obligations payable from restricted assets: Customer and escrow deposits 1,307,973 - 1,307,973 Current portion of bonds payable 225,000 225,000 Accrued interest 31,137 - - 31,137 Bonds payable 3,075,000 1,135,000 8,905,000 1,480,000 14,595,000 - Due to other funds 1,517,040 313,000 1,830,040 Total liabilities 5,298,393 1,306,247 10,983,592 2,037,512 19,625,744 556,043 NET ASSETS Invested in capital assets, net of related debt 23,083,765 14,023,775 1,184,305 4,109,667 42,401,512 2,318,672 Restricted for debt service 632,189 - 632,189 - Unrestricted 10,931,764 2,010,802 ( 1,581,027) 2,759,998 14,121,537 1,164,047 Total net assets(deficit) $ 34,647,718 $ 16,034,577 ($ 396,722) $ 6,869,665 57,155,238 $ 3,482,719 Reconciliaition to government -wide statement of net assets: Adjustment to reflect the consolidation of internal service funds' activities related to enterprise funds ( 112,298) Net assets of business -type activities $ 57,042,940 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, 2003 Operating revenues: Water service Sewer service Drainage fees Recreation fees Insurance premiums Service fees and miscellaneous Total operating revenues Business Type Activities - Enterprise Funds Governmental Other Total Activities - Water and Drainage Golf Enterprise Enterprise Internal Sewer Utility Course Funds Funds Service Funds $ 7,514,610 4,131, 233 1,122,639 12,768,482 $ $ 626,199 626,199 3,078,739 3,078,739 350,406 2,252,854 2,603,260 $ 7,514,610 $ 4,131, 233 626,199 - 350,406 2,058,782 6,454,232 457,613 19,076,680 2,516,395 Operating expenses: General and administrative 492,634 492,634 222,520 Water production 4,133,833 4,133,833 Water distribution 621,162 621,162 - Utility engineering 437,664 437,664 Sewage collection and treatment 1,626,221 - 1,626,221 Nondepartmental 2,101,906 - - 2,101,906 - Geographic information 247,989 247,989 Service center 769,840 - 769,840 Drainage 291,668 - 291,668 Recreation classes - 276,849 276,849 Golf course - 1,014,935 - 1,014,935 - Pro Shop - 317,889 317,889 Food and beverage - 831,913 831,913 Conference center 191,817 191,817 - Cart operations 180,732 - 180,732 Athletic complex - - 180,388 180,388 Softball complex - - 891,306 891,306 Arbor Daze 920,522 920,522 - Insurance costs - - - 3,165,731 Depreciation 1,206,620 475,267 483,112 241,194 2,406,193 494,987 Amortization 5,000 13,356 3,031 2,721 24,108 Total operating expenses 11,642,869 780,291 3,023,429 2,512,980 17,959,569 3,883,238 Operating income (loss) 1,125,613 ( 154,092) 55,310 90,280 1,117,111 ( 1,366,843) Nonoperating revenues (expenses) Impact fees 572,065 572,065 Gain on sale of fixed assets - - 22,679 Investment income 250,452 27,717 1,194 40,870 320,233 14,196 Interest on bonds ( 199,245) ( 32,494) ( 538,431) ( 66,966) ( 837,136) - Total nonoperating revenues (expenses), net 623,272 ( 4,777) ( 537,237) ( 26,096) 55,162 36,875 Income (loss) before contributions and transfers 1,748,885 ( 158,869) ( 481,927) 64,184 1,172,273 ( 1,329,968) Capital contributions 1,769,103 1,080,692 2,849,795 Operating transfers in - 500,000 285,999 1,465,771 2,251,770 1,550,959 Operating transfers out ( 800,288) ( 31,977) ( 28,506) ( 15,772) ( 876,543) - Change in net assets 2,717,700 1,389,846 ( 224,434) 1,514,183 5,397,295 220,991 Net assets, beginning of year 31,573,696 2,384,432 ( 172,288) 5,355,482 3,261,728 Prior period adjustment 356,322 12,260,299 Net assets, end of year $ 34,647,718 $ 16,034,577 ($ 396,722) $ 6,869,665 $ 3,482,719 Reconciliaition to government -wide statement of net assets: Adjustment to reflect the consolidation of internal service funds' activities related to enterprise funds ( 112,298) Change in net assets of business -type activities $ 5,284,997 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, 2003 Business Type Activities - Enterprise Funds Governmental Other Total Activities - Water and Drainage Golf Enterprise Enterprise Internal Sewer Utility Course Funds Funds Service Funds OPERATING ACTIVITIES Cash received from customers $ 12,670,626 $ 628,957 $ 3,089,192 $ 2,630,551 $ 19,019,326 $ Cash received from other funds for services - - 2,406,381 Cash payments to suppliers for goods and services ( 8,260,090) ( 274,405) ( 1,064,617) ( 1,769,376) ( 11,368,488) ( 2,243,502) Cash payments to employees for services ( 2,922,277) ( 21,350) ( 1,299,331) ( 494,069) ( 4,737,027) ( 123,506) Cash payments for loss claims - ( 532,085) Cash payments to other funds for services ( 33,941) - ( 226,174) ( 260,115) Net cash provided by (used in) operating activities 1,454,318 333,202 499,070 367,106 2,653,696 ( 492,712) NONCAPITAL FINANCING ACTIVITIES Operating transfer in Operating transfer out Net cash provided by (used in) noncapital financing activities CAPITAL AND RELATED FINANCING ACTIVITIES Impact fees Interest paid on bonds Reduction in bonds payable Proceeds from sale of fixed assets Purchase of utility plant and equipment in service Net cash used in capital and related financing activities 500,000 285,999 1,481,771 2,267,770 ( 800,288) ( 31,977) ( 28,506) ( 31,772) ( 892,543) 1,550,959 ( 800,288) 468,023 257,493 1,449,999 1,375,227 1,550,959 572,065 ( 199,245) ( 290,000) ( 1,186,142) 51,974) ( 533,757) ( 78,527) 160,000) ( 245,000) ( 80,000) 47,674) ( 197,894) ( 121,203) 572,065 863,503) 775,000) - 37,118 1,552,913) ( 1,261,604) 1,103,322) ( 259,648) ( 976,651) ( 279,730) ( 2,619,351) ( 1,224,486) INVESTING ACTIVITIES Proceeds from sale of investment securities 677,664 - 677,664 Interest received on investments 298,526 29,306 1,194 39,948 368,974 16,869 Net cash provided by (used in) investing activities 976,190 29,306 1,194 39,948 1,046,638 16,869 Net change in cash and cash equivalents 526,898 570,883 ( 218,894) 1,577,323 2,456,210 ( 149,370) Cash and cash equivalents, beginning of year 7,415,777 1,329,327 222,824 1,236,538 10,204,466 1,608,801 Cash and cash equivalents, end of year $ 7,942,675 $ 1,900,210 $ 3,930 $ 2,813,861 $ 12,660,676 $ 1,459,431 The Notes to Basic Financial Statements are an integral part of this statement. 23 CITY OF EULESS, TEXAS STATEMENT OF CASH FLOWS PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2003 Reconciliation of operating income (loss) to net cash provided by (used in) operating activities Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided by operating activities Depreciation and amortization Change in assets and liabilities: Accounts receivable and unbilled revenue Due from other funds Prepaids and deposits Inventory Accounts payable Accrued salaries and wages Accrued insurance claims Due to other funds Customer and escrow deposits Deferred revenue Net cash provided by operating activities Noncash investing, capital and financing activities Developer contributed assets Reconciliation of cash to balance sheet: Cash - current Cash - restricted assets Cash and cash equivalents Restricted assets: Cash Investments Total restricted assets Water and Sewer $ 1,125,613 1,211,620 ( 153,793) 23,352 159,876 2,122 ( 1,021,975) 51,566 63,737 7,800) Business Type A Drainage Utility ctivities - Enterprise Funds Other Golf Enterprise Course Funds ($ 154,092) $ 55,310 $ 488,623 2,758 5,625) 1,538 ( ( $ 1,454,318 $ 333,202 $ $ 1,769,103 $ 1,080,692 $ $ 7,532,243 $ 1,900,210 $ 410,432 $ 7,942,675 $ 1,900,210 $ $ 410,432 $ 3,200,175 $ 3,610,607 $ Total Enterprise Funds Governmental Activities - Internal Service Funds 90,280 $ 1,117,111 ($ 1,366,843) 486,143 243,915 19,613 4,877 4,770) 161,886 17,813 6,884) 9,892) 5,662) 18,196 2,978 226,174) 15,628) 34,175 499,070 $ 367,106 2,430,301 138,306) 23,352 154,861 8,310) 847,518) 73,895 ( 226,174) 63,737 10,747 494,987 137,477) 208,796 147,332 2,170 158,323 $ 2,653,696 ($ 492,712) $ 2,849,795 3,930 $ 2,813,861 $ 12,250,244 410,432 3,930 $ 2,813,861 $ 12,660,676 $ 410,432 3,200,175 $ 3,610,607 The Notes to Basic Financial Statements are an integral part of this statement. 24 CITY OF EULESS, TEXAS STATEMENT OF FIDUCIARY NET ASSETS FIDUCIARY FUNDS SEPTEMBER 30, 2003 Assets: Deposits and investments Total assets Liabilities: Due to other entities Total liabilities Agency Funds $ 2,485,110 $ 2,485,110 $ 2,485,110 $ 2,485,110 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 and drainage 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, 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. 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 The government -wide statements and fund financial statements for proprietary funds are reported using the economic resources measurement focus and the accrual basis of accounting. The economic resources measurement focus means all assets and liabilities (whether current or non -current) are included on the statement of net assets and the operating statements present increases (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. A one-year availability period is used for recognition of all other governmental fund revenues. 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. Budgetary Data 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. 30 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Budgetary Data - continued 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 Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual — General Fund presents a comparison of budgetary data to actual results. The General Fund utilizes the same basis of accounting for both budgetary purposes and actual results. 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 $410,432 at September 30, 2003) to be cash equivalents. Investments in U.S. Treasury and agency obligations with maturities of one year or Tess 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. 31 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 $.495 per $100 of assessed valuation ($.497254 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 Quasi -external transactions 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, except quasi -external transactions and reimbursements, 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 32 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Capital Assets - continued donated. Repairs and maintenance are recorded as expenses. Renewals and betterments are capitalized. Interest has not been capitalized during the construction period on property, plant and equipment. Assets capitalized, 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 retained earnings and 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. 33 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 i. Reserved for technology represents contributions which must be used to upgrade the city communications systems. 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. Implementation of New Accounting Principles For fiscal year 2003, the City has implemented GASB Statement No. 34 (GASB 34), "Basic Financial Statements — Management's Discussion and Analysis — for State and Local Governments", GASB Statement No. 37 (GASB 37), "Basic Financial Statements — and Management's Discussion and Analysis — for State and Local Governments: Omnibus" and GASB Statement No. 38 (GASB 38), "Certain Financial Statement Disclosures". At October 1, 2002, there was no effect on fund balance as a result of implementing GASB 37 and GASB 38. GASB 34 creates new basic financial statements for reporting on the City's financial activities. The financial statements now include government -wide financial statements prepared on an accrual basis of accounting and fund financial statements which present information for individual major funds rather than by fund type. Non -major funds are presented in total in one column. GASB 34 also requires the City to capitalize infrastructure. Infrastructure networks recorded include streets, sidewalks, drainage and street right of ways. The City utilized a weighted average age calculation for estimating the historical cost of the infrastructure networks recorded during 2003. Street right of way historical cost was estimated based on land values in the City at the time the right of way was acquired. 34 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued Implementation of New Accounting Principles -- continued The government -wide financial statements split the City programs between governmental and business -type activities. The beginning net asset amount for the business -type activities equals fund equity of the enterprise funds from last year. The beginning net asset amount for governmental activities reflects fund balance for governmental funds at October 1, 2002 adjusted for the conversion to the accrual basis of accounting. As a result of implementing GASB 34, the previously reported governmental fund balance reconciles to net assets of the governmental activities as of October 1, 2002 as follows: Fund balance, October 1, 2002, as previously reported Net capital assets and infrastructure Long-term liabilities Accrued interest Internal service assets Deferred revenue Net Assets, October 1, 2002, full accrual NOTE 2. DEPOSITS AND INVESTMENTS $28,592,057 80,427,270 ( 56,463,038) ( 684,612) 3,261,730 1,606,895 $5fi 740,302 At September 30, 2003, the bank balances were $799,693 and the ledger balances of the City's book cash deposits were $70,680. Of the bank balances, $799,693 were protected by federal depository insurance or by collateral held by the City's agent in the City's name. At September 30, 2003, the City's investments are categorized as either (1) insured or registered or for which the securities are held by the City or its agent in the City's name; (2) uninsured and unregistered with securities held by the pledging financial institution's trust department or agent in the City's name; or (3) uninsured and unregistered with securities held by the financial institution, or by its trust department or agent but not in the City's name, as follows: 1 U. S. Securities Investments not subject to categorization: LOGIC Texpool FGIC Categories 2 $32,433,507 $ 3 Carrying Amount $32,433,507 58 6,284,983 7,755,195 $46. 473 743 Fair Value $32,477,877 58 6,284,983 7,755,195 $46.518 11 Investments in local government investment pools are administered by the State of Texas and the fair value of the position in the pool is approximately the same as the value of the pool shares. Regulatory oversight is provided by the State of Texas. 35 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3. CAPITAL ASSETS Capital asset activity for the year ended September 30, 2003, was as follows: Governmental activities: Capital assets not being depreciated Land Construction in progress Total capital assets not being depreciated Capital assets being depreciated Buildings Improvements other than buildings Infrastructure Machinery and equipment Total capital assets being depreciated Less accumulated depreciation: Buildings Improvements other than buildings Infrastructure Machinery and equipment Total accumulated Depreciation Total capital assets being depreciated, net Total governmental funds capital assets, net Internal Service Funds: Capital assets being depreciated Machinery and equipment Total internal service assets being depreciated 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 capital assets not being depreciated Balance September 30, 2002 $ 20,343,003 8.530.362 Adjustments/ Increases Decreases Transfers $ 315,664 $ - $ 3.030.806 28.873.365 3.346.470 34,023,771 3,341,412 30,954,719 4.415.310 26,293 2,114,485 291.786 72.735.212 2.432.564 $ 4,076,296 1,267,306 13,832,894 2.004.811 $ 1,000,261 $ 135,501 1,090,627 553.741 21.181,307 2.780.130 51.553.905 ( 347.566) 80.427,270 2.998.904 $ 4.324.138 4,324,138 2.757.640 $ 1.566.498 $_819_93.Z6.8 $ 1.261.604 $ 303.144 $ 1,261,604 303,144 494,987 288.701 $ 766,617 $ 14.443 $ L3,765 521 $ 14.443 $ $ 2,550,633 $ 22,000 $ 316,289 1.127.818 2.866.922 1.149.818 $ 203,969 f 172.948) 31.021 Balance September 30, 2003 $ 20,658,667 11.561.168 32,219,835 34,023,771 3,367,705 33,069,204 4.707.096 75.167.776 $ 5,076,557 1,402,807 14,923,521 2.558.552 23.961,437 51,206.339 83,426.174 $ 5.282.598 5,282,598 2,963,926 $ 2,318,672 $_85.244 846 $ 2,776,602 1.271,159 4.047.761 36 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3. CAPITAL ASSETS - continued Balance Balance September 30, Adjustments/ September 30, 2002 Increases Decreases Transfers 2003 Capital assets being depreciated: Buildings 4,077,523 - - 4,077,523 Equipment 2,244,387 87,112 22,280 - 2,309,219 Improvements and sanitary sewer system 55.599.070 3.165,773 16,687,512 75.452.355 Total capital assets being depreciated 61.920.980 3.252.885 22,280 16.687.512 81.839.097 Accumulated depreciation: Buildings 627,914 123,655 - - 751,569 Equipment 1,091,840 269,762 17,285 - 1,344,317 Improvements and sanitary sewer system 20.014.772 2,012,776 - 4.101.912 26.129.460 Total accumulated depreciation 21.734.526 2.406.193 17.285 4,101,912 28,225.346 Business -type activities capital assets, net $.8 053.17f S-1..996.610 £ 4.99a $12.f16.621 1_ 5Lfi61.612 Depreciation expense was charged as direct expense to programs of the primary government as follows: Governmental activities: General and administrative $ 148,162 Public safety 1,001,292 Development services 128,101 Culture and recreation 804,483 Highways and streets 1,193,079 Total depreciation expense -Governmental activities $3,275,117 Business -type activities: Water and sewer $1,206,620 Drainage Utility 475,267 Golf course 483,112 Other 241,194 Total depreciation expense -Business -type activities $2.406.193 Outstanding commitments at September 30, 2003, under authorized construction contracts were approximately $3,042,482. 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 FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT At September 30, 2003, bonds payable consisted of the following individual issues: Governmental Business-tvpe $2,200,000 Series 1967, Water and Sewer Revenue Refunding Bonds, dated January 15, 1967, due in annual installments through 2005, bearing an interest rate of 4.50%. $ $ 245,000 $2,716,586 Series 1985-A, General Obligation Refunding Bonds, dated March 1, 1993, due in annual installments through 2004, bearing interest rates of 7.85% to 9.20%. 106,815 $8,855,000 Series 1994, Sales Tax Revenue Bonds, dated August 9, 1994, due in annual installments through 2004, bearing interest rates of 5.20% to 8.10%. $5,200,000 Series 1995, Revenue Certificates of Obligation, dated October 24, 1995, due in annual installments through 2005, bearing interest rates of 5.20% to 5.85%. $9,700,000 Series 1995, Tax and Golf Surplus Revenue Certificates of Obligation, dated October 24,1995, due in annual installments through 2027, bearing interest rates of 5.25% to 5.90%. $2,000,000 Series 1995, Tax and Softball Surplus Certificates of Obligation, dated October 24, 1995, due in annual installments through 2016, bearing interest rates of 4.10% to 5.25%. $1,485,000 Series 1996, Sales Tax Revenue Bonds, dated August 15, 1996, due in annual installments through 2016, bearing interest rates of 5.00% to 8.00%. $5,500,000 Series 1998, Revenue Certificates of Obligation, dated February 15, 1998, due in annual installments through 2018, bearing interest rates of 4.25% to 7.25%. 380,000 450,000 1,125, 000 4,760,000 $1,000,000 Series 1999, Sales Tax Revenue Bonds, dated October 15, 1999, due in annual installments through 2019, bearing interest rates of 5.25% to 7.00%. 885,000 9,095,000 1,565,000 38 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT - continued $4,300,000 Series 2000, General Obligation Bonds, dated March 15, 2000, due in annual installments through 2020, 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 2020, bearing interest rates of 5.80% to 7.30%. $3,260,000 Series 2000, Water and Sewer Revenue Bonds, dated March 15, 2000, due in annual installments through 2020, bearing interest rates of 5.25% to 6.75%. $6,000,000 Series 2001, General Obligation Bonds, dated April 1, 2001, due in annual installments through 2021, 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%. $5,455,000 Series 2001, Revenue Certificates of Obligation, dated April 1, 2001, due in annual installments through 2021, 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%. Governmental Business -type 4,045,000 9,875,000 7,995,000 3,055,000 5,740,000 1,300,000 5,215,000 6,470,000 5,490,000 $52,536,815 $15,260,000 39 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT - continued The following is a summary of long-term debt transactions of the City for the year ended September 30, 2003: Governmental Type Activities General Obligation Bonds Certificates of Obligation Sales Tax Revenue Bonds Deferred loss on refunding bonds Compensated absences Accreted interest Total governmental type Activities Business Type Activities Water and Sewer Revenue Bonds Drainage Utility Revenue Bonds Tax and Golf Course Surplus Revenue Certificates of Obligation Tax and Softball World Park Surplus Revenue Certificates of Obligation Total business type activities Balance Beginning of Year Increases $12,409,653 $5,490,000 32,950,000 9,325,000 996,521 781.864 156,463,08 $5 631211 $8.305.935 $ 3,590,000 $ 1,460,000 9,340,000 1.645.000 16.035.000 Total government -wide activities $72,498,028 Balance Due End Within Decreases of Year One Year $2,517,838 $15,381,815 $1,056,815 4,655,000 28,295,000 1,060,000 465,000 8,860,000 550,000 235,934 ( 235,934) ( 19,065) 72,425 1,068,946 69.292 432.163 418.993 418.993 1517 8 8.820 $ 3, 0 66.743 $290,000 $3,300,000 $225,000 160,000 1,300,000 165,000 245,000 9,095,000 190,000 80.000 775.000 $5,831.,71l $9,080, 1.565.000 15.260.000 $69 Q48 824 85.000 665.000 $3,731,743 On January 15, 2003, the City issued $5,490,000 in General Obligation Refunding Bonds with an average interest rate of 3.40 percent to advance refund $1,560,000 of outstanding 1993 Series bonds with an average interest rate of 5.35 percent and $3,625,000 of outstanding 1995 Revenue Certificates of Obligation with an average interest rate of 5.60 percent. The net proceeds of $5,492,201 ($5,490,000 par amount of bonds plus Debt Service Fund contribution of $61,853 plus $45,295 of premium paid on bonds less $104,947 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 1993 and 1995 Series bonds. As a result, the 1993 and 1995 Series bonds are considered defeased and the liability for those bonds has been removed from long-term debt. The City completed the advance refunding to reduce its total debt service payments over the next 11 years by $317,543 and to obtain an economic gain (difference between the present values of the old and new debt service payments) of $280,520. In prior years, the City issued $6,480,000 in Sales Tax Revenue Refunding Bonds to defease $6,020,000 in Sales Tax Revenue Bonds then outstanding. Of the $6,020,000 of bonds originally defeased, $6,020,000 remains outstanding at September 30, 2003. 40 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT - continued Annual Requirements to Retire Debt Obligations The annual aggregate maturities for each bond type for the years subsequent to September 30, 2003, are as follows: General Obligation Bonds: Governmental Activities Business Type Activities Principal Interest Principal Interest Total 2004 $ 1,056,815 $1,131,651 $ - $ - $ 2,188,466 2005 695,000 651,897 - 1,346,897 2006 965,000 614,139 - 1,579,139 2007 1,015,000 570,776 - - 1,585,776 2008 895,000 530,557 - 1,425,557 2009-2013 4,220,000 2,146,170 6,366,170 2014-2018 4,460,000 1,120,496 5,580,496 2019-2023 2.075.000 183,515 - 2,258,515 $15.381.815 $6.949.201 $ .$_. - $22.331.018 Certificates of Obligation: Governmental Activities Business Type Activities Principal Interest Principal Interest Total 2004 $ 1,060,000 $ 1,783,774 $ 275,000 $ 597,050 $ 3,715,824 2005 1,125,000 1,715,635 290,000 583,270 3,713,905 2006 955,000 1,650,151 305,000 568,651 3,478,802 2007 1,020,000 1,586,401 320,000 553,188 3,479,589 2008 1,085,000 1,517,964 335,000 536,870 3,474,834 2009-2013 6,550,000 6,539,367 1,990,000 2,396,343 17,475,710 2014-2018 8,810,000 4,329,587 2,275,000 1,795,130 17,209,717 2019-2023 5,950,000 1,771,808 2,395,000 1,168,944 11,285,752 2024 1,740,000 214,908 2.475.000 375.832 4,805,740 $28.295.000 Revenue Bonds: $21.109.595 $10.660.000 $8.575.278 $68.639.873 Governmental Activities Business Type Activities Principal Interest Principal Interest Total 2004 $ 550,000 $ 386,191 $ 390,000 $230,203 $ 1,556,394 2005 585,000 357,971 410,000 212,765 1,565,736 2006 605,000 337,655 300,000 193,427 1,436,082 2007 620,000 315,127 315,000 179,477 1,429,604 2008 650,000 290,767 330,000 165,202 1,435,969 2009-2013 3,700,000 1,019,814 1,225,000 617,224 6,562,038 2014-2018 2,070,000 216,596 1,090,000 344,656 3,721,252 2019-2023 80.000 4.680 540.000 47.150 671.830 $8,860.000 $2.928.801. $4.600.000 $i_ 990 1 q4 $18.378.905 41 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT - continued General Obligation Bonds authorized and unissued as of September 30, 2003, amounted to $3,200,000. Water and Sewer Revenue Bonds authorized and unissued as of September 30, 2003, 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, 2003. 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). 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 $4,775,000 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. 42 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 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 Pavable Fund Amount Water and Sewer Golf Course $ 232,565 Car Rental Golf Course 1,284,475 Softball Complex Athletic Complex 313,000 Car Rental Half -Penny Sales Tax Fund 67,209 $1.897.249, 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. • Half -penny Sales Tax to Car Rental for equipment purchases on behalf of the Golf Course. The balances at September 30, 2003 will be paid during the next fiscal year end. Interfund transfers: Transfers In General Fund General Fund General Fund Debt Service Fund Streets CIP Fund Car Rental Tax Fund Police Department Grant Funds Half -Penny Sales Tax CIP Fund Car Rental CIP Fund Car Rental CIP Fund Drainage Utility Fund Golf Course Fund Golf Course Fund Golf Course Fund Softball Complex Fund Athletic Complex Fund Athletic Complex Fund Equipment Replacement Fund Insurance Fund Risk Management Fund Risk Management Fund Transfers Out Car Rental Tax Fund Water and Sewer Fund Drainage Utility Fund Car Rental Tax Fund Car Rental CIP Fund Golf Course Fund General Fund Half -Penny Sales Tax Fund Half -Penny Sales Tax Fund Car Rental Tax Fund Car Rental Tax Fund General Fund Hotel/Motel Tax Fund Half -Penny Sales Tax Fund Athletic Complex Fund Half -Penny Sales Tax Fund Car Rental Tax Fund Car Rental Tax Fund General Fund General Fund Water and Sewer Fund Amount $ 730,020 640,288 31,977 205,440 259,266 28,506 25,477 25,000 107,484 1,934,258 500,000 11,571 176,645 97,783 15,771 350,000 1,100, 000 430,959 650,000 310,000 160,000 •7 790,445 43 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 7. INTERFUND TRANSFERS - continued Transfers are primarily used to move funds from: • The Car Rental Tax Fund, the Water and Sewer Fund and the Drainage Utility Fund to the General Fund for general and administrative charges. • The Car Rental Tax Fund to the Debt Service Fund for principal and interest on 2001 bonds. • The Car Rental CIP Fund, the Car Rental Tax Fund, and the Half -Penny Sales Tax Fund to the Streets CIP Fund, the Car Rental CIP Fund, the Drainage Utility Fund and the Athletic Complex Fund for capital improvements. • The Golf Course Fund and the Athletic Complex Fund to the Car Rental Tax Fund and the Softball Complex 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. • The Half -Penny Sales Tax Fund to the Car Rental CIP Fund for funding artwork at City Hall. • The General Fund to the Golf Course Fund for rebate of sales tax contributions. • The Hotel/Motel Tax Fund to the Golf Course Fund for debt on the conference centre and subsidizing monthly expenses at the conference centre. • The Half -Penny Sales Tax Fund to the Golf Course Fund for reimbursement of parks equipment. • The Car Rental Tax Fund to the Equipment Replacement Fund for equipment purchases. • The General Fund to the Insurance Fund to cover unusually large claims. • The General Fund to the Risk Management Fund for property and liability insurance and to increase reserve levels. • The Water and Sewer Fund to the Risk Management Fund for property and liability insurance. 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. 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 $1,925,088. During fiscal 2003, the City and City's employees contributed approximately $1,264,000 and $543,000, respectively, for medical coverage. The City's contributions are accounted for as quasi -external transactions. 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 44 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 8. RISK MANAGEMENT - continued claims that have been incurred but not reported, and are accounted for in the Internal Service Insurance Fund. The City is also self -insured for workers' compensation claims. Contributions are made to a separate Risk Management Fund by other funds 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 $300,000. During 2003, the City contributed approximately $252,000 to the fund for workers' compensation. Changes in the balances of claims liabilities are as follows: Unpaid claims, beginning of year Incurred claims Paid claims Unpaid claims, end of year 2003 2002 $ 107,404 $ 76,281 1,817,117 1,383,084 2,190,248 1.351.961 $ 265.727 $ 107,404 The City had no significant reductions in insurance coverage from the year ended September 30, 2002. Settlement amounts have not exceeded insurance coverage for the year ended September 30, 2003 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 774 administered by TMRS, an agent multiple -employer public employee retirement system. Each of the 774 Municipalities have an annual, individual actuarial valuation performed. All assumptions for the December 31, 2002 valuations are contained in the 2002 TMRS Comprehensive Annual Financial Report, a copy of which may be obtained by writing to P. O. Box 149153, Austin, Texas 78714-9153. 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 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 45 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 9. EMPLOYEE RETIREMENT SYSTEM - continued Plan Description - continued employee's accumulated contributions with interest and the employer -financed monetary credits with interest were used to purchase an annuity. The plan provisions are adopted by the governing body of the City, within the options available in the state statutes governing TMRS and within the actuarial constraints also in the statutes. 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 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, 2002 valuation is effective for rates beginning January 2004) Schedule of Actuarial Liabilities and Funding Progress Actuarial Valuation Date 12/31/02 Actuarial Value of Assets $47,212,730 Actuarial Accrued Liability $57,449,068 Percentage Funded 82.2% Unfunded Actuarial Accrued Liability (UAAL) $10,236,338 Annual Covered Payroll $16,788,857 UAAL as a Percentage of Covered Payroll 61.0% 46 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 9. EMPLOYEE RETIREMENT SYSTEM - continued Schedule of Actuarial Liabilities and Funding Progress — continued Net Pension Obligation (NPO) at the Beginning of Period 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 2000 2001 2002 Annual Pension Cost (APC) $ 1,971,084 2,125,493 2,240,904 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 NOTE 10. DEFICIT NET ASSETS Percentage of APC Contributed 100% 100 100 A deficit in net assets of $211,482 exists in the Insurance Fund. $ $ 2,240,904 $ 2,240,904 ( 2,240,904) Net Pension Obligation Unit Credit Level Percent of Payroll 25 years — Open Period Amortized Cost 8% None None None 47 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 11. EXCESS OF EXPENDITURES OVER APPROPRIATIONS As of September 30, 2003, the following individual funds had an excess of expenditures over appropriations: Police Drug Enforcement Fund ($34,259) DEA Task Force Fund ( 5,979) Police Department Grant Funds ( 35,945) NOTE 12. PRIOR PERIOD ADJUSTMENT Subsequent to issuance of the City's general purpose financial statements for the year ended September 30, 2002, the City took a physical inventory of all land, buildings, equipment, improvements, and waterworks and sanitary sewer system fixed assets. Based on the physical inventory, it was determined that adjustments were needed in order to properly reflect the book values and useful lives of the fixed assets. Accordingly, an adjustment was made to correct the beginning balances reported in previous financial statements, which had the affect of increasing net assets and increasing the total net utility plant and equipment in service in the Drainage Utility Fund by $12,260,299, and by $356,322 in the Water and Sewer Fund. 48 REQUIRED SUPPLEMENTARY INFORMATION CITY OF EULESS, TEXAS REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS FOR PARTICIPATION IN TEXAS MUNICIPAL RETIREMENT SYSTEM SEPTEMBER 30, 2003 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 12/31/00 $ 42,116,506 $ 50,370,674 83.61%. $ 8,254,168 $ 14,189,470 58.17% 12/31/01 45,049,200 53,684,325 83.91% 8,635,125 15,092,260 57.22% 12/31/02 47,212,730 57,449,068 82.18% 10,236,338 16,788,857 60.97% 49 CITY OF EULESS, TEXAS GENERAL FUND BUDGETARY COMPARISON SCHEDULE YEAR ENDED SEPTEMBER 30, 2003 REVENUES: General property tax: Current and delinquent taxes Penalty and interest Gross receipts tax: Southwestern Bell Telephone Company 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 $ 5,695,836 37,810 5,733,646 510,830 1,597,021 145,601 223,490 110,850 602,025 97,350 3,287,167 5,683,826 2,443,205 225,000 13,670 266,318 34,570 19,050 196,875 3,198,688 239,340 229,135 84,200 552,675 280,000 293,116 105,000 15,000 91,672 211,672 Total revenues 19,240,790 $ 5,695,836 37,810 Actual GAAP Basis Variance with Final Budget Positive (Negative) $ 5,867,354 $ 171,518 59,297 21,487 5,733,646 5,926,651 193,005 510,830 467,903 ( 42,927) 1,597,021 1,516,031 ( 80,990) 145,601 197,915 52,314 223,490 231,089 7,599 110,850 130,868 20,018 602,025 640,288 38,263 97,350 95,279 ( 2,071) 3,287,167 3,279,373 ( 7,794) 5,683,826 5,578,677 ( 105,149) 2,443,205 2,476,830 225,000 324,130 13,670 17,236 266,318 297,549 34,570 38,624 19,050 16,311 196,875 206,366 3,198,688 3,377,046 239,340 612,274 229,135 308,727 84,200 88,057 552,675 1,009,058 280,000 195,346 293,116 326,493 105,000 15,000 91,672 100,276 15,507 174,876 211,672 290,659 19,240,790 19,983,303 33,625 99,130 3,566 31,231 4,054 ( 2,739) 9,491 178,358 372,934 79,592 3,857 456,383 ( 84,654) 33,377 ( 4,724) 507 83,204 78,987 742,513 50 CITY OF EULESS, TEXAS GENERAL FUND BUDGETARY COMPARISON SCHEDULE YEAR ENDED SEPTEMBER 30, 2003 Variance with Actual Final Budget Budgeted Amounts GAAP Positive REVENUES: Original Final Basis (Negative) EXPENDITURES: Current: Culture and recreation 2,727,607 2,727,607 2,644,654 82,953 Development services 1,026,029 1,026,029 998,869 27,160 General and administrative 5,514,208 5,514,208 5,029,333 484,875 Highways and streets 758,052 758,052 715,877 42,175 Public safety 11,835,710 11,835,710 11,811,166 24,544 Total expenditures 21,861,606 21,861,606 21,199,899 661,707 Excess (deficiency) of revenues over expenditures ( 2,620,816) ( 2,620,816) ( 1,216,596) 1,404,220 Other financing sources (uses): Operating transfers in 1,363,045 1,363,045 1,402,285 39,240 Operating transfers out ( 370,570) ( 970,570) ( 997,048) ( 26,478) Total other financing sources (uses) 992,475 392,475 405,237 12,762 Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses ( 1,628,341) ( 2,228,341) ( 811,359) 1,416,982 Fund balance, beginning of year 6,986,956 6,986,956 6,986,956 - Fund balance, end of year $ 5,358,615 $ 4,758,615 $ 6,175,597 $ 1,416,982 51 CITY OF EULESS, TEXAS BUDGETARY COMPARISON SCHEDULE CAR RENTAL TAX SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2003 Revenues: Gross receipts tax Interest income Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) $ 10,500,000 $ 10,500,000 $ 9,641,373 ($ 858,627) 200,000 200,000 174,927 ( 25,073) Total revenues 10,700,000 10,700,000 9,816,300 ( 883,700) Expenditures: General and administrative 7,200,000 7,114,218 6,466,306 647,912 Capital outlay and maintenance Total expenditures 7,200,000 7,114,218 6,466,306 647,912 Other financing sources (uses): Operating transfers in Operating transfers out 189,250 189,250 28,506 ( 160,744) ( 4,439,969) ( 4,900,677) ( 4,900,677) Total other financing sources (uses) ( 4,250,719) ( 4,711,427) ( 4,872,171) ( 160,744) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses Fund balance, beginning of year Fund balance, end of year ( 750,719) ( 1,125,645) (1,522,177) ( 396,532) 6,581,800 6,581,800 6,581,800 $ 5,831,081 $ 5,456,155 $5,059,623 ($ 396,532) 52 INDIVIDUAL FUND AND ACCOUNT GROUP 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. DEA Task Force Fund - to account for the City's portion of revenues and expenditures received from collection of confiscated drug money. Money is distributed to various other cities that are also involved in the collection process. 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. Police Department Grant Funds - to account for grant revenues received by the police department which must be spent in accordance with the grant provisions. 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. 53 CITY OF EULESS, TEXAS COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2003 Special Revenue Funds Police Crime Drug Half DEA Control and Police Hotel/ Enforce- Penny Task Prevention Department Motel ment Sales Tax Force District Grant Fund Fund Fund Fund Fund Funds ASSETS Total Deposits and investments $ 117,904 $ 215,451 $ 1,824,181 $ 3,404 $ 410,269 $ 27,295 $ 2,598,504 Accounts receivable 44,520 2,450 - 14,544 61,514 Accrued interest receivable 274 1,035 1,309 Prepaids 4,721 4,721 Due from other governments - 414,088 - 188,357 602,445 Total assets LIABILITIES AND FUND BALANCES $ 162,424 $ 217,901 $ 2,243,264 $ 3,404 $ 599,661 $ 41,839 $ 3,268,493 LIABILITIES: Accounts payable $ 2,225 $ 914 $ 47,089 $ 111 $ 37,926 $ $ 88,265 Accrued salaries and wages - 20,652 - 30,828 1,687 53,167 Due to other funds - 67,209 - 67,209 Total liabilities 2,225 914 134,950 111 68,754 1,687 208,641 • Fund Balances: Reserved: Reserve for debt service - 950,618 - 950,618 Reserve for historical preservation 1,245 1,245 Reserve for development agreements - - - - - Unreserved, undesignated 158,954 216,987 1,157,696 3,293 530,907 40,152 2,107,989 Total fund balances 160,199 216,987 2,108,314 3,293 530,907 40,152 3,059,852 Total liabilities and fund balances $ 162,424 $ 217,901 $ 2,243,264 $ 3,404 $ 599,661 $ 41,839 $ 3,268,493 54 Capital Projects Funds Park Improvements Half -Penny Police General Certificates of Street Sales Tax Developers' Car Rental Facility Capital Total Nonmajor Obligation Assessments Construction Contribution Capital Projects Construction Projects Governmental Fund (1990) Fund in Progress Fund Fund Fund Fund Totals Funds $ 7,998 $ 44,970 $ 300,629 $ 1,444,154 $ 1,459,831 $ 147,169 $ 41,778 $ 3,446,529 $ 6,045,033 61,514 111 3,458 333 3,902 5,211 4,721 602,445 $ 7,998 $ 44,970 $ 300,740 $ 1,447,612 $ 1,460,164 $ 147,169 $ 41,778 $ 3,450,431 $ 6,718,924 $ $ $ 192 $ $ 398,170 $ $ 398,362 486,627 53,167 67,209 192 398,170 - 398,362 607,003 950,618 1,245 - - 1,447,612 - - 1,447,612 1,447,612 7,998 44,970 300,548 1,061,994 147,169 41,778 1,604,457 3,712,446 7,998 44,970 300,548 1,447,612 1,061,994 147,169 41,778 3,052,069 6,111,921 $ 7,998 $ 44,970 $ 300,740 $ 1,447,612 $ 1,460,164 $ 147,169 $ 41,778 $ 3,450,431 $ 6,718,924 55 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS YEAR ENDED SEPTEMBER 30, 2003 Special Revenue Funds Police Crime Drug Half DEA Control and Police Hotel/ Enforce- Penny Task Prevention Department Motel ment Sales Tax Force District Grant Fund Fund Fund Fund Fund Funds Totals Revenues: Gross receipts tax $ 154,164 $ $ - $ $ - $ $ 154,164 General sales tax - 2,231,471 1,054,907 3,286,378 Interest income 1,901 2,592 22,714 22 6,665 313 34,207 DEA revenues 38,882 7,115 45,997 Other revenues 78 - 14,041 129,327 143,446 Total revenues 156,143 41,474 2,268,226 7,137 1,061,572 129,640 3,664,192 Expenditures: Culture and recreation 920,335 920,335 Development services 112,739 112,739 General and administrative 47,408 76,285 123,693 Highways and streets - - - Public safety 39,259 7,237 1,303,055 182,518 1,532,069 Debt service Principal 465,000 465,000 Interest and fiscal charges 465,373 465,373 Capital outlay and maintenance - Total expenditures Other financing sources (uses): Operating transfers in Operating transfers out Total other financing sources (uses) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses 47,408 39,259 ( 176,645) ( 176,645) 2,039,732 7,237 1,303,055 ( 580,266) 182,518 3,619,209 25,477 25,477 ( 756,911) ( 580,266) - 25,477 ( 731,434) ( 67,910) 2,215 ( 351,772) ( 100) ( 241,483) ( 27,401) ( 686,451) Fund balance, beginning of year 228,109 214,772 2,460,086 3,393 772,390 67,553 3,746,303 Fund balance, end of year $ 160,199 $ 216,987 $ 2,108,314 $ 3,293 $ 530,907 $ 40,152 $ 3,059,852 56 Capital Projects Funds Park Improvements Half -Penny Police General Certificates of Street Sales Tax Developers' Car Rental Facility Capital Total Nonmajor Obligation Assessments Construction Contribution Capital Projects Construction Projects Governmental Fund (1990) Fund in Progress Fund Fund Fund Fund Totals Funds $ - $ $ $ $ $ $ $ 154,164 - - - - 3,286,378 4,925 23,870 22,410 309 507 52,021 86,228 - - 45,997 8,185 8,185 151,631 4,925 23,870 22,410 309 8,692 60,206 3,724,398 110,343 30,137 59,243 199,723 1,120,058 - - 112,739 12,271 12,271 135,964 1,532,069 465,000 465,373 1,105,631 1,105,631 1,105,631 110,343 1,117,902 30,137 59,243 1,317,625 4,936,834 25,000 - 2,041,742 2,066,742 2,092,219 ( 259,266) - - ( 259,266) ( 1,016,177) 25,000 ( 259,266) 2,041,742 - 1,807,476 1,076,042 ( 80,418) ( 235,396) 946,250 ( 29,828) ( 50,551) 550,057 ( 136,394) 7,998 44,970 380,966 1,683,008 115,744 176,997 92,329 2,502,012 6,248,315 $ 7,998 $ 44,970 $ 300,548 $ 1,447,612 $ 1,061,994 $ 147,169 $ 41,778 $ 3,052,069 $ 6,111,921 57 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, 2003 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues: Gross receipts tax $ 200,000 $ 200,000 $ 154,164 ($ 45,836) Other revenues - - 78 78 Interest income 7,000 7,000 1,901 ( 5,099) Total revenues 207,000 207,000 156,143 ( 50,857) Expenditures: General and administrative 50,000 50,000 47,408 2,592 Total expenditures 50,000 50,000 47,408 2,592 Other financing sources (uses): Operating transfers out ( 176,645) ( 176,645) ( 176,645) Total other financing sources (uses) ( 176,645) ( 176,645) ( 176,645) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses Fund balance, beginning of year Fund balance, end of year ( 19,645) ( 19,645) ( 67,910) ( 48,265) 228,109 228,109 228,109 $ 208,464 $ 208,464 $ 160,199 ($ 48,265) 58 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, 2003 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues: DEA revenues $ - $ $ 38,882 $ 38,882 Interest income 5,000 5,000 2,592 ( 2,408) Total revenues 5,000 5,000 41,474 36,474 Expenditures: Public safety 5,000 5,000 39,259 ( 34,259) Total expenditures 5,000 5,000 39,259 ( 34,259) Other financing sources (uses): Operating transfers in Operating transfers out Total other financing sources (uses) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses - 2,215 2,215 Fund balance, beginning of year 214,772 214,772 214,772 Fund balance, end of year $ 214,772 $ 214,772 $ 216,987 $ 2,215 59 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, 2003 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues: General sales tax $ 2,273,530 $ 2,273,530 $ 2,231,471 ($ 42,059) Other revenues - - 14,041 14,041 Interest income 40,000 40,000 22,714 ( 17,286) Total revenues 2,313,530 2,313,530 2,268,226 ( 45,304) Expenditures: General and administrative 283,796 283,796 76,285 207,511 Culture and recreation 1,057,592 1,057,592 920,335 137,257 Development services 147,662 147,662 112,739 34,923 Debt service: Principal 465,000 465,000 465,000 Interest and fiscal charges 474,256 474,256 465,373 8,883 Total expenditures 2,428,306 2,428,306 2,039,732 388,574 Other financing sources (uses): Operating transfers out ( 514,074) ( 514,074) ( 580,266) ( 66,192) Total other financing sources (uses) ( 514,074) ( 514,074) ( 580,266) ( 66,192) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses ( 628,850) ( 628,850) ( 351,772) 277,078 Fund balance, beginning of year 2,460,086 2,460,086 2,460,086 Fund balance, end of year $ 1,831,236 $ 1,831,236 $ 2,108,314 $ 277,078 60 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL DEA TASK FORCE SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2003 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues: DEA revenues $ $ $ 7,115 $ 7,115 Interest income - 22 22 Total revenues 7,137 7,137 Expenditures: Public safety Total expenditures Other financing sources (uses): Operating transfers in Operating transfers out Total other financing sources (uses) 1,258 1,258 7,237 ( 5,979) 1,258 1,258 7,237 _L_ 5,979) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses ( 1,258) ( 1,258) ( 100) 1,158 Fund balance, beginning of year 3,393 3,393 3,393 Fund balance, end of year $ 2,135 $ 2,135 $ 3,293 $ 1,158 61 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, 2003 Revenues: General sales tax Interest income Total revenues Expenditures: Public safety Total expenditures Other financing sources (uses): Operating transfers in Operating transfers out Total other financing sources (uses) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) $ 1,117,309 $ 1,117,309 $ 1,054,907 ($ 62,402) 15,000 15,000 6,665 ( 8,335) 1,132,309 1,132,309 1,061,572 ( 70,737) 1,494,332 1,494,332 1,303,055 191,277 1,494,332 1,494,332 1,303,055 191,277 ( 362,023) ( 362,023) ( 241,483) 120,540 Fund balance, beginning of year 772,390 772,390 772,390 Fund balance, end of year $ 410,367 $ 410,367 $ 530,907 $ 120,540 62 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL POLICE DEPARTMENT GRANT SPECIAL REVENUE FUNDS YEAR ENDED SEPTEMBER 30, 2003 Revenues: Other revenues Interest income Total revenues Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) $ 117,615 $ 117,615 $ 129,327 $ 11,712 313 313 117,615 117,615 129,640 12,025 Expenditures: Public safety 146,573 146,573 182,518 ( 35,945) Total expenditures 146,573 146,573 182,518 ( 35,945) Other financing sources (uses): Operating transfers in 28,958 28,958 25,477 ( 3,481) Total other financing sources (uses) 28,958 28,958 25,477 ( 3,481) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses - - ( 27,401) ( 27,401) Fund balance, beginning of year 67,553 67,553 67,553 Fund balance, end of year $ 67,553 $ 67,553 $ 40,152 ($ 27,401) 63 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. 64 CITY OF EULESS, TEXAS COMBINING STATEMENT OF NET ASSETS NON -MAJOR PROPRIETARY FUNDS SEPTEMBER 30, 2003 Recreation Softball Athletic Arbor Classes Complex Complex Daze ASSETS (1 of 2) Totals Current assets: Deposits and investments $ 238,940 $ 617,749 $ 1,631,377 $ 325,795 $ 2,813,861 Accounts receivable and unbilled revenue 1,415 1,344 6,497 300 9,556 Accrued interest receivable - 966 - 966 Prepaids and deposits 340 12,221 5,040 17,601 Inventory - 37,950 3,355 41,305 Due from other funds 313,000 313,000 Total current assets 240,695 983,230 1,641,229 331,135 3,196,289 Bond issuance cost - ' 42,879 14,259 57,138 Less accumulated amortization 15,570 5,347 20,917 Net bond issuance cost 27,309 8,912 36,221 Utility plant and equipment in service, at cost Land 584,532 584,532 Building 328,180 160,095 488,275 Equipment 19,704 91,058 63,919 - 174,681 Improvements 496,715 5,122,653 5,619,368 Construction in progress 78,900 78,900 Waterworks and sanitary sewer system - - 19,704 1,500,485 5,425,567 - 6,945,756 Less accumulated depreciation 328 298,051 972,710 - 1,271,089 Net utility plant and equipment in service 19,376 1,202,434 4,452,857 5,674,667 TOTAL ASSETS 260,071 2,212,973 6,102,998 331,135 8,907,177 65 CITY OF EULESS, TEXAS COMBINING STATEMENT OF NET ASSETS NON -MAJOR PROPRIETARY FUNDS SEPTEMBER 30, 2003 Recreation Softball Athletic Arbor Classes Complex Complex Daze (2 of 2) Totals LIABILITIES AND FUND EQUITY Current liabilities: Payable from current assets: Accounts payable 25,756 58,983 3,896 8,287 96,922 Accrued salaries and wages 41 26,124 1,425 - 27,590 Current portion of bonds payable - 85,000 - 85,000 Deferred revenue - 35,000 35,000 Total current liabilities 25,797 170,107 5,321 43,287 244,512 Non -current liabilities: Bonds payable 1,480,000 1,480,000 Due to other funds 313,000 313,000 Total liabilities 25,797 1,650,107 318,321 43,287 2,037,512 Net Assets: Invested in capital assets, net of debt 19,376 ( 362,566) 4,452,857 4,109,667 Unrestricted 214,898 925,432 1,331,820 287,848 2,759,998 Total net assets $ 234,274 $ 562,866 $ 5,784,677 $ 287,848 $ 6,869,665 66 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS NON -MAJOR PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2003 Recreation Softball Classes Complex Operating revenues: Recreation fees $ 350,406 $ - $ Service fees and miscellaneous 1,052,532 Total operating revenues 350,406 1,052,532 Operating expenses: Recreation classes 276,849 Athletic complex Softball complex 891,306 Arbor Daze Depreciation 46,065 Amortization - 2,042 Total operating expenses Operating income (loss) Nonoperating revenues (expenses) Investment income Interest on bonds 276,849 939,413 73,557 113,119 2,344 7,298 ( 66,966) Total nonoperating revenues (expenses), net 2,344 ( 59,668) Income (loss) before operating transfers 75,901 Operating transfers in Operating transfers out Change in net assets Net assets, beginning of year Net assets, end of year ( 134,624) 38,228 27,848 27,848 53,451 ( 106,776) 15,771 1,450,000 75,901 69,222 158,373 493,644 ( 15,772) 1,327,452 4,457,225 Athletic Complex Arbor Daze Totals $ - $ 350,406 241,572 958,750 2,252,854 241,572 958,750 2,603,260 276,849 180,388 180,388 891,306 920,522 920,522 195,129 241,194 679 2,721 376,196 920,522 2,512,980 90,280 3,380 40,870 ( 66,966) 3,380 ( 26,096) 41,608 64,184 41,608 246,240 1,465,771 ( 15,772) 1,514,183 5,355,482 $ 234,274 $ 562,866 $ 5,784,677 $ 287,848 $ 6,869,665 67 CITY OF EULESS, TEXAS COMBINING STATEMENT OF CASH FLOWS NON -MAJOR PROPRIETARY FUNDS SEPTEMBER 30, 2003 Recreation Softball Athletic Arbor Classes Complex Complex Daze Totals OPERATING ACTIVITIES Cash received from customers $ 349,565 $ 1,052,461 $ 235,075 $ 993,450 $ 2,630,551 Cash payments to suppliers for goods and services ( 230,449) ( 622,600) ( 125,943) ( 790,384) ( 1,769,376) Cash payments to employees for services ( 32,466) ( 283,150) ( 50,245) ( 128,208) ( 494,069) Net cash provided by operating activities 86,650 146,711 58,887 74,858 367,106 NONCAPITAL FINANCING ACTIVITIES Operating transfer in 31,771 1,450,000 1,481,771 Operating transfer out - ( 31,772) ( 31,772) Net cash provided by noncapital financing activities 31,771 1,418,228 1,449,999 CAPITAL AND RELATED FINANCING ACTIVITIES Interest paid on bonds 328 ( 78,855) ( 78,527) Reduction in bonds payable ( 80,000) - ( 80,000) Purchase of utility plant and equipment in service ( 19,704) ( 22,600) ( 78,899) - ( 121,203) Net cash used in capital and related financing activities ( 19,376) ( 181,455) ( 78,899) ( 279,730) INVESTING ACTIVITIES Interest received on investments 2,344 6,376 27,848 3,380 39,948 Net cash provided by investing activities 2,344 6,376 27,848 3,380 39,948 Net increase in cash and cash equivalents 69,618 3,403 1,426,064 78,238 1,577,323 Cash and cash equivalents, beginning of year 169,322 614,346 205,313 247,557 1,236,538 Cash and cash equivalents, end of year $ 238,940 $ 617,749 $ 1,631,377 $ 325,795 $ 2,813,861 Reconciliation of operating income (loss) to net cash provided by operating activities Operating income (loss) $ 73,557 $ 113,119 ($ 134,624) $ 38,228 $ 90,280 Adjustments to reconcile operating income (loss) to net cash provided by operating activities Depreciation and amortization 48,107 195,808 243,915 Changes in assets and liabilities: Accounts receivable and unbilled revenue ( 841) 754 ( 6,497) ( 300) ( 6,884) Prepaids and deposits ( 340) ( 5,940) 1,004 ( 4,616) ( 9,892) Inventory ( 6,338) 676 ( 5,662) Accounts payable 14,233 ( 4,335) 1,752 6,546 18,196 Accrued salaries and wages 41 2,169 768 2,978 Deferred revenue ( 825) 35,000 34,175 Net cash provided by operating activities $ 86,650 $ 146,711 $ 58,887 $ 74,858 $ 367,106 68 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. 69 CITY OF EULESS, TEXAS COMBINING STATEMENT OF NET ASSETS INTERNAL SERVICE FUNDS SEPTEMBER 30, 2003 Risk Equipment Manage - Replacement Insurance ment Fund Fund Fund Total ASSETS Deposits and investments $ 729,520 $ - $ 729,911 $ 1,459,431 Accounts receivable - 260,094 260,094 Accrued interest receivable 565 - 565 Total current assets Utility plant and equipment, at cost Equipment Less accumulated depreciation 730,085 260,094 729,911 1,720,090 5,216,618 54,956 11,024 5,282,598 5,216,618 54,956 11,024 5,282,598 2,924,338 32,973 6,615 2,963,926 Net utility plant and equipment in service 2,292,280 21,983 4,409 2,318,672 TOTAL ASSETS 3,022,365 282,077 734,320 4,038,762 LIABILITIES Accounts payable 215,604 57,199 272,803 Accrued salary and wages 12,228 5,285 17,513 Accrued insurance claims 265,727 265,727 Total current liabilities 493,559 62,484 556,043 NET ASSETS Invested in capital assets, net of related debt 2,292,280 21,983 4,409 2,318,672 Unrestricted 730,085 ( 233,465) 667,427 1,164,047 TOTAL NET ASSETS $ 3,022,365 ($ 211,482) $ 671,836 $ 3,482,719 70 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2003 Risk Equipment Manage - Replacement Insurance ment Fund Fund Fund Total Operating revenues: Insurance premiums $ $ 1,806,544 $ 252,238 $ 2,058,782 Service fees and miscellaneous 457,613 457,613 Total operating revenues 457,613 1,806,544 252,238 2,516,395 Operating expenses: General and administrative 27,680 99,098 95,742 222,520 Insurance costs - 2,698,871 466,860 3,165,731 Depreciation 481,791 10,991 2,205 494,987 Total operating expenses 509,471 2,808,960 564,807 3,883,238 Operating income (loss) ( 51,858) ( 1,002,416) ( 312,569) (1,366,843) Non -operating revenues: Investment income 7,341 136 6,719 14,196 Gain on sale of fixed assets 22,679 - - 22,679 Total nonoperating revenues 30,020 136 6,719 36,875 Income (loss) before operating transfers ( 21,838) ( 1,002,280) ( 305,850) ( 1,329,968) Operating transfers in 430,959 650,000 470,000 1,550,959 Change in net assets 409,121 ( 352,280) 164,150 220,991 Net assets, beginning of year 2,613,244 140,798 507,686 3,261,728 Net assets, end of year $ 3,022,365 $ (211,482) $ 671,836 $ 3,482,719 71 CITY OF EULESS, TEXAS COMBINING STATEMENT OF CASH FLOWS INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2003 OPERATING ACTIVITIES Cash received from other funds for services Cash received from (payments to) suppliers for goods and services Cash payments to employees for services Cash payments for loss claims Net cash provided by (used in) operating activities NONCAPITAL FINANCING ACTIVITIES Operating transfers in Net cash provided by noncapital financing activities CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of equipment Sale of equipment Risk Equipment Manage - Replacement Insurance ment Fund Fund Fund Total $ 485,073 $ 1,669,067 $ 252,238 $ 2,406,378 104,410 ( 1,924,693) ( 423,216) ( 2,243,499) ( 81,416) ( 42,090) ( 123,506) ( 479,432) ( 52,653) ( 532,085) 589,483 ( 816,474) ( 265,721) ( 492,712) 430,959 650,000 470,000 1,550,959 430,959 650,000 470,000 1,550,959 ( 1,261,604) - ( 1,261,604) 37,118 37,118 Net cash used in capital and related financing activities ( 1,224,486) ( 1,224,486) INVESTING ACTIVITIES Interest received on investments 10,014 136 6,719 16,869 Net cash provided by investing activities 10,014 136 6,719 16,869 Net increase (decrease) in cash and cash equivalents ( 194,030) ( 166,338) 210,998 ( 149,370) Cash and cash equivalents, beginning of year 923,550 166,338 518,913 1,608,801 Cash and cash equivalents, end of year $ 729,520 $ $ 729,911 $ 1,459,431 Reconciliation of operating loss to net cash provided by (used in) operating activities Operating loss ($ 51,858) ($ 1,002,416) ($ 312,569) ($ 1,366,843) Adjustments to reconcile operating loss to net cash provided by (used in) operating activities: Depreciation expense 481,791 10,991 2,205 494,987 Change in assets and liabilities: Prepaids 208,796 - 208,796 Receivables ( 137,477) - ( 137,477) Accounts payable ( 49,246) 152,817 43,761 147,332 Accrued salaries and wages 1,288 882 2,170 Accrued insurance claims 158,323 158,323 Net cash provided by (used in) operating activities $ 589,483 ($ 816,474) ($ 265,721) ($ 492,712) 72 STATISTICAL SECTION (Unaudited) CITY OF EULESS, TEXAS GOVERNMENT -WIDE EXPENSES BY FUNCTION FISCAL YEAR ENDED 2003 (UNAUDITED) Fiscal Year 2003 Culture and Development Recreation Services $ 4,753,724 $ 1,190,240 General and Administrative $ 11,879,362 Highways and Streets Public Safety $ 2,117,959 $14,830,469 Note 1: City of Euless first applied GASB Statement 34 in fiscal year ended 9/30/03; therefore, government -wide financial information for years prior to fiscal year ended 9/30/03 is not available. CITY OF EULESS, TEXAS GOVERNMENT -WIDE REVENUES BY FUNCTION FISCAL YEAR ENDED 2003 (UNAUDITED) Fiscal Year 2003 Fee, Fines and Charges for Services Program Revenues Operating Grants and Capital Grants Contributions and Contributions Ad Valorem Taxes Sales Taxes $ 24,707,006 $ 515,039 $ 2,849,795 $ 9,941,779 $ 8,865,055 Note 1: City of Euless first applied GASB Statement 34 in fiscal year ended 9/30/03; therefore, government -wide financial information for years prior to fiscal year ended 9/30/03 is not available. 73 Table 1 Interest on Water & Drainage Long-term Debt Sewer Utility Golf Course Other Total $ 3,147,819 $12,046,092 $ 812,785 $ 3,616,671 $ 2,593,455 $ 56,988,576 Table 2 General Revenues Other Captital Interest on Gain on Sale Taxes Contributions Investments of Assets Miscellaneous Total $ 13,074,910 $ 2,003,095 $ 900,478 $ 41,807 $ 102,193 $ 63,001,157 CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION LAST TEN FISCAL YEARS (Unaudited) Table 3 Culture and General Recreation/ Fiscal Govern- Public Highways Development Debt Year ment Safety and Streets Services Service Other Total 1994 $ 2,160,916 $ 6,595,803 $ 526,136 $ 1,514,311 $ 1,640,120 $ 1,041,424 $ 13,478,710 1995 2,193,512 6,708,056 575,608 1,430,955 1,650,196 1,085,690 13,644,017 1996 2,409,115 7,445,910 619,098 1,527,718 1,658,291 1,833,982 15,494,114 1997 2,591,776 8,187,576 639,906 1,781,630 2,145,300 2,495,872 17,842,060 1998 2,951,730 9,028,711 699,140 1,995,717 2,002,940 1,454,830 18,133,068 1999 3,112,014 9,455,787 815,687 2,060,029 2,319,044 1,896,288 19,658,849 2000 3,259,704 9,880,516 746,976 2,311,089 2,199,194 1,408,673 19,806,152 2001 3,483,706 10,622,716 734,672 2,406,417 4,379,893 1,800,781 23,428,185 2002 3,536,098 11,494,228 750,218 2,682,646 5,145,880 1,954,168 25,563,238 2003 5,029,333 11,811,166 715,877 3,643,523 5,135,900 26,335,799 Note 1: Includes General Fund and Debt Service Fund. Note 2: City of Euless first applied GASB Statement 34 in fiscal year ended 9/30/03; therefore, "other" classification no longer exists. 75 CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL REVENUES BY SOURCE LAST TEN FISCAL YEARS (Unaudited) Fiscal Year Taxes 1994 $ 10,847,785 1995 11,362,414 1996 12,049,604 1997 12,733,372 1998 13,187,156 1999 13,800,144 2000 15,255,770 2001 16,286,212 2002 17,842,854 2003 18,601,527 Interest Licenses Inter- Charges Income and govern- for Fines and Other Permits mental Service and Fees Revenues $ 364,617 $ 227,464 $ 81,311 $ 1,592,194 $ 420,641 420,624 50,912 88,036 1,941,505 916,167 459,553 84,447 102,669 2,233,554 1,087,365 530,525 192,742 89,102 2,337,343 1,268,495 396,811 258,663 93,175 2,671,187 1,262,289 448,751 557,246 101,705 3,349,742 580,572 550,356 602,417 102,096 3,452,010 1,354,752 511,625 413,617 104,922 3,145,608 1,741,423 1,188,231 421,176 105,187 3,237,217 1,523,766 1,009,058 326,493 112,013 3,377,046 1,480,712 Note: Includes General Fund and Debt Service Fund. Table 4 Total $ 13,534,012 14,779,658 16,017,192 17,151,579 17,869,281 18,838,160 21,317,401 22,203,407 24,318,431 24,906,849 76 CITY OF EULESS, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS (Unaudited) Table 5 Percent of Ratio of Percent of Current Delinquent Total Tax Outstanding Delinquent Fiscal Total Current Tax Taxes Tax Total Tax Collections Delinquent Taxes to Year Tax Levy Collections Collected Collections Collections to Tax Levy Taxes Tax Levy 1994 $ 6,259,282 $ 5,874,486 93.85% $ 38,770 $ 5,913,256 94.47% $ 355,032 5.67% 1995 6,113,427 6,037,510 98.76% 96,556 6,134,066 100.34% 334,393 5.47% 1996 6,517,809 6,404,089 98.26% 72,683 6,476,772 99.37% 354,752 5.44% 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% Source: Tarrant County Tax Assessor/Collector 77 CITY OF EULESS, TEXAS ASSESSED AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS (Unaudited) Table 6 Ratio of Total Assessed Real Property Personal Property Total to Estimated Estimated Fiscal Assessed Actual Assessed Actual Assessed Actual Actual Year Value Value Value Value Value Value Value 1994 $ 835,211,175 $ 835,211,175 $ 137,913,007 $ 137,913,007 $ 973,124,182 $ 973,124,182 100% 1995 818,330,766 818,330,766 147,978,520 147,978,520 966,309,286 966,309,286 100% 1996 908,760,987 908,760,987 166,784,893 166,784,893 1,075,545,880 1,075,545,880 100% 1997 955,692,304 955,692,304 172,885,117 172,885,117 1,128,577,421 1,128,577,421 100% 1998 1,009,997,060 1,009,997,060 185,673,796 185,673,796 1,195,670,856 1,195,670,856 100% 1999 1,093,894,921 1,093,894,921 182,729,883 182,729,883 1,276,624,804 1,276,624,804 100% 2000 1,198,361,587 1,198,361,587 197,169,731 197,169,731 1,395,531,318 '1,395,531,318 100% 2001 1,307,137,899 1,307,137,899 194,966,019 194,966,019 1,502,103,918 1,502,103,918 100% 2002 1,433,779,484 1,433,779,484 373,564,221 373,564,221 1,807,343,705 1,807,343,705 100% 2003 1,547,947,615 1,547,947,615 414,478,638 414,478,638 1,962,426,253 1,962,426,253 100% Source: Tarrant Appraisal District 78 CITY OF EULESS, TEXAS PROPERTY TAX RATES ALL DIRECT AND OVERLAPPING GOVERNMENTS PER $100 OF ASSESSED VALUE LAST TEN FISCAL YEARS (Unaudited) Table 7 Fiscal Junior Year City (1) School (2) County (3) Hospital (3) College (3) Total 1994 0.6186170% 1.5150% 0.271880% 0.242100% 0.046710% 2.6943070% 1995 0.6160000% 1.5350% 0.271870% 0.244640% 0.056510% 2.7240200% 1996 0.6060000% 1.5345% 0.266603% 0.244640% 0.055460% 2.7071630% 1997 0.5449800% 1.6170% 0.266603% 0.239840% 0.057690% 2.7261130% 1998 0.5247540% 1.6063% 0.264000% 0.234070% 0.057690% 2.6867710% 1999 0.5247540% 1.6063% 0.264836% 0.234070% 0.106400% 2.7363170% 2000 0.5147540% 1.6318% 0.264836% 0.234070% 0.106400% 2.7518600% 2001 0.5147540% 1.6775% 0.274785% 0.234070% 0.106410% 2.8075190% 2002 0.4972540% 1.6530% 0.274785% 0.234070% 0.106410% 2.7655190% 2003 0.4972540% 1.7119% 0.272500% 0.232400% 0.139380% 2.8534340% Notes: A. General property taxes for cities are limited by the Texas Constitution to $2.50 per $100 of assessed valuation. B. City general property taxes are due each year on October 1 and become delinquent on February 1 each year. Penalties and interest are assessed on late payments. There are no discounts. C. The City's taxes are collected by Tarrant County and are distributed to the City as collected. Sources: (1) City records (2) Hurst -Euless -Bedford Independent School District (3) Tarrant County 79 CITY OF EULESS, TEXAS RATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA LAST TEN FISCAL YEARS (Unaudited) Table 8 Net Bonded Net Estimated Net Debt to Bonded Fiscal Population Assessed General Assessed Debt Per Year (1) Value (2) Debt (3) Value Capita 1994 38,778 $ 973,124,182 $ 10,277,666 1.06% 265 1995 39,650 966,309,286 9,117,594 0.94% 230 1996 39,750 1,075,545,880 12,124,427 1.13% 305 1997 40,850 1,128,577,421 11,813,272 1.05% 289 1998 41,300 1,195,670,856 15,864,608 1.33% 384 1999 42,900 1,276,624,804 14,452,481 1.13% 337 2000 44,700 1,395,531,318 25,858,045 1.85% 578 2001 45,500 1,502,103,918 36,360,233 2.42% 799 2002 46,166 1,807,343,705 34,925,836 1.93% 757 2003 47,950 1,962,426,253 33,371,818 1.70% 696 (1) Estimates by North Central Texas Council of Governments (2) Tarrant Appraisal District (3) Includes General Obligation Bonds and Certificates of Obligation, with the exception of Taxable Certificates of Obligation 80 CITY OF EULESS, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT SEPTEMBER 30, 2003 (Unaudited) Table 9 Percentage Amount Applicable Applicable Net Debt to City to City Jurisdiction Outstanding_ of Euless of Euless City of Euless $33,371,818 100.00% $33,371,818 Grapevine-Colleyville Independent School District 256,289,458 2.12% 5,433,337 Hurst -Euless -Bedford Independent School District 238,205,626 26.79% 63,815,287 Tarrant County 151,900,000 2.72% 4,131,680 Tarrant County Hospital County 42,750,000 2.72% 1,162,800 Tarrant County Junior College District 73,779,155 2.72% 2,006,793 Total direct and overlapping debt $796,296,057 $109,921,715 Ratio of direct and overlapping bonded debt to taxable assessed valuation 5.60% Per capita direct and overlapping bonded debt $2,292 81 CITY OF EULESS, TEXAS RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR NET GENERAL BONDED DEBT TO TOTAL GENERAL EXPENDITURES LAST TEN FISCAL YEARS (Unaudited) Table 10 Ratio of Debt Service Interest to and Total Total General Fiscal Fiscal Debt General Expendi- Year Principal Charges Service Expenditures tures 1994 $ 1,085,406 $ 554,714 $ 1,640,120 $ 13,478,710 12.17% 1995 1,150,000 500,196 1,650,196 13,644,017 12.09% 1996 1,245,000 413,291 1,658,291 15,494,114 10.70% 1997 1,340,000 805,300 2,145,300 17,842,060 12.02% 1998 1,445,000 557,940 2,002,940 17,554,787 11.41% 1999 1,430,000 890,944 2,320,944 19,658,849 11.81% 2000 1,022,790 1,178,392 2,201,182 19,806,152 11.11% 2001 1,179,277 3,200,616 4,379,893 23,428,186 18.69% 2002 1,734,866 3,411,014 5,145,880 25,563,238 20.13% 2003 1,987,838 3,062,699 5,050,537 26,335,799 19.18% 82 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE WATER AND SEWER BONDS LAST TEN FISCAL YEARS (Unaudited) Fiscal Year Gross Revenue (1) 1994 $ 9,278,791 1995 9,348,238 1996 10,579,366 1997 10,605,353 1998 11,830,802 1999 11,909,011 2000 13,558,051 2001 13,084,483 2002 11,719,411 2003 13,016,934 Direct Operating Expenses &0_1 $ 7,359,988 7,588,129 8,177,311 8,014,504 9,780,792 9,288,622 9,765,239 10,915,784 10,298,940 10,431,249 Net Revenue Available for Debt Services $ 1,918,803 1,760,109 2,402,055 2,590,849 2,050,010 2,620,389 3,792,812 2,168,699 1,420,471 2,585,685 Principal $ 325,000 335,000 365,000 370,000 395,000 385,000 415,000 445,000 580,000 615,000 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. 3. Excludes amortization and depreciation and includes theoretical debt service payments made to Trinity River Authority treated as operating expense for bond coverage purposes through 1989; subsequent to fiscal year 1989, accounting for Trinity River Authority payments was changed and is consistent with the debt service treatment above. Interest and Fiscal Charges $ 199,875 183,430 170,205 151,480 128,040 107,325 62,856 317,637 231,234 199,245 Total $ 524,875 518,430 535,205 521,480 523,040 492,325 477,856 762,637 811,234 814,245 Table 11 Coverage Ratio 3.66 3.40 4.49 4.97 3.92 5.32 7.94 2.84 1.75 3.18 83 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE DRAINAGE UTILITY BONDS LAST EIGHT FISCAL YEARS (Unaudited) Table 12 Net Direct Revenue Interest Gross Operating Available and Fiscal Revenue Expenses for Debt Fiscal Coverage Year (1) (2) Services Principal Charges Total Ratio 1994 $ 367,912 $ 98,796 $ 269,116 $ 25,000 $ 129,360 $ 154,360 1.74 1995 345,524 101,286 244,238 25,000 128,093 153,093 1.60 1996 563,004 52,876 510,128 25,000 126,791 151,791 3.36 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 Note: The Drainage Utility Fund had no outstanding debt or debt service prior to 1992. (1) Includes operating revenue and interest earned on investments. (2) Total operating expenses exclusive of depreciation and amortization. 84 CITY OF EULESS, TEXAS DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS (Unaudited) Table 13 Per Capita School Unemployment Fiscal Population Income Enrollment Rate Year (1) (2) (3) (4) 1994 38,778 20,601 19,236 5.1 1995 39,650 20,750 19,235 4.7% 1996 39,750 22,223 19,205 3.3% 1997 40,850 22,690 19,400 3.5% 1998 41,300 22,962 19,500 2.4% 1999 42,900 23,858 19,500 2.1% 2000 44,700 24,884 19,500 2.2% 2001 45,500 25,556 19,500 4.5% 2002 46,166 25,837 19,500 5.6% 2003 47,950 26,630 19,500 6.4% Notes: 1. Estimates by North Central Texas Council of Governments 2. Estimates by Claritas Site Reports 3. Hurst -Euless -Bedford Independent School District 4. Texas Workforce Commission 85 CITY OF EULESS, TEXAS PRINCIPAL TAXPAYERS SEPTEMBER 30, 2003 (Unaudited) Taxpayer Hertz Rent A Car Avis Rent A Car National Rental Systems Inc Bear Creek Apartments, Inc. Somerset Village Partners, LP Cingular Wireless Southwest Properties Saluda Apartments, L.P. Oncor Electric Delivery Co. Southwestern Bell Telephone Co. Type of Business Car Rental Car Rental Car Rental Apartments Apartments Telephone Utility Apartments Apartments Electric Utility Telephone Utility 2003 Assessed Valuation (1) $ 50,000,000 37,376,233 33,465,656 31,403,466 31,013,586 27,953,071 27,385,440 26,139,355 25,370,812 23,164,091 $ 313,271,710 Table 14 Percentage of Total Assessed Valuation Note 1: Based on Certified Tax Rolls from Tarrant Appraisal District as of September 2003 2.42% 1.81% 1.62% 1.52% 1.50% 1.35% 1.32% 1.26% 1.23% 1.12% 15.14% 86 CITY OF EULESS, TEXAS PROPERTY VALUE AND CONSTRUCTION LAST TEN FISCAL YEARS (Unaudited) Table 15 Construction (1) Property Number Fiscal Value of Year (2) Permits Value 1994 $ 973,124,182 360 $ 21,437,599 1995 966,309,286 373 34,020,060 1996 1,075,545,880 391 22,907,680 1997 1,128,577,421 351 92,300,851 1998 1,195,670,856 293 1,586,997 1999 1,276,624,804 244 28,267,792 2000 1,395,531,318 186 60,615,889 2001 1,502,103,918 246 35,276,093 2002 1,807,343,705 218 38,180,557 2003 1,962,426,253 362 67,835,536 Notes: 1. City Records 2. Tarrant Appraisal District CITY OF EULESS, TEXAS COMPUTATION OF LEGAL DEBT MARGIN SEPTEMBER 30, 2003 (Unaudited) Article XI, Section 5 of the State of Texas Constitution states in part: Table 16 "... no tax for any purpose shall ever be lawful for any one year, which shall exceed two and one-half percent of the taxable property of such city." Additionally, the state Attorney General's Office normally limits general property taxes to $2.50 per $100 of assessed valuation for the payment of principal and interest on general obligation bonds. The City's total tax rate for fiscal 2003 was established at $.495000 per $100 of assessed valuation on 100% of appraised value. 88 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 2003 (Unaudited) Table 17 Date of incorporation February 24, 1953 Date of Adoption of Charter July 21, 1962 Form of government Home Rule - Council/Manager Mayor - elected at large Six Council Members Area 16.9 Square Miles Full time City employees budgeted 368 Fire protection: Number of stations Number of certified firefighters Police protection: Number of stations Number of certified officers 3 58 1 81 Parks and recreation: Number of swimming pools 3 Number of parks 16 Area of parks 605 acres Community buildings 5 Ampitheater 2 Conference center 1 Golf course 1 Athletic fields 24 Ice rinks 2 Library materials: Books Other media 89,898 16,544 Education: Elementary Schools 7 Junior High Schools 2 High School 1 89 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 2003 (Unaudited) Table 17 City Water and Sewer service: Water Service: Number of Customers 23,231 Maximum daily capacity available from Trinity River Authority 29,000,000 Maximum daily capacity from City water wells 3,500,000 Total daily capacity 32,500,000 Maximum daily consumption 15,391,000 Average daily consumption 6,890,000 Water mains 194.66 miles Fire hydrants 1,318 Sewer Service: Average daily flow of wastewater 3,990,000 Number of customers 22,754 Sewer mains 180.5 miles Streets: Improved 141 miles State highways 33.3 miles Airport Streets 16.5 miles 90