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HomeMy WebLinkAboutFY 2000 Comprehensive Annual Financial ReportCITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2000 TABLE OF CONTENTS INTRODUCTORY SECTION Page(s) Letter of transmittal i-viii City officials ix GFOA certificate of achievement x Organizational chart xi FINANCIAL SECTION Independent Auditor's Report General Purpose Financial Statements Combined balance sheet - all fund types and account groups 1 3-6 Combined statement of revenues, expenditures and changes in fund balances - all governmental fund types 7 - 8 Combined statement of revenues, expenditures and changes in fund balances - budget and actual - general and special revenue funds Combined statement of revenues, expenses and changes in retained earnings - all proprietary fund types Combined statement of cash flows - all proprietary fund types Notes to general purpose financial statements Required Supplementary Information: Schedule of Funding Progress for Participation in Texas Municipal Retirement System Individual Fund and Account Group Statements and Schedules Special Revenue Funds Combining balance sheet 9-10 11 12-13 14-32 33 34 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2000 TABLE OF CONTENTS - continued Individual Fund and Account Group Statements and Schedules - continued Combining statement of revenues, expenditures and changes in fund balances Page(s) 35 Statement of revenues, expenditures and changes in fund balances - budget and actual 36 - 38 Capital Project Funds Combining balance sheet 39 - 40 Combining statement of revenues, expenditures and changes in fund balances 41 - 42 Enterprise Funds Combining balance sheet 43 - 46 Combining statement of revenues, expenses and changes in retained earnings 47 - 48 Combining statement of cash flows 49 - 50 Water and sewer fund --comparative balance sheets 51 - 52 Water and sewer fund --comparative statements of revenues, expenses, and changes in retained earnings 53 Water and sewer fund --comparative schedule of operating expenses 54 - 55 Water and sewer fund --comparative statements of cash flows 56 Water and sewer fund --aggregating schedule of balance sheet accounts 57 - 60 Water and sewer fund --aggregating schedule of revenues, expenses and changes in retained earnings accounts 61 - 62 Drainage utility funds --aggregating schedule of balance sheet accounts 63 Drainage utility funds --aggregating schedule of revenues, expenses and changes in retained earnings accounts 64 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2000 TABLE OF CONTENTS - Continued Page(s) Individual Fund and Account Group Statements and Schedules - continued Internal Service Funds Combining balance sheet 65 Combining statement of revenues, expenses and changes in retained earnings 66 Combining statement of cash flows 67 Agency Funds Combining balance sheet 68 Statements of changes in assets and liabilities 69 General Fixed Assets Account Group Comparative schedule of general fixed assets - by source 70 Schedule of general fixed assets by function and activity 71 Schedule of changes in general fixed assets by function and activity 72 Table Page(s) STATISTICAL SECTION (Unaudited) General governmental expenditures by function 1 73 General governmental revenues by source 2 74 Property tax levies and collections 3 75 Assessed and estimated actual value of taxable property 4 76 Property tax rates - all direct and overlapping governments per $100 of assessed value 5 77 Ratio of net general bonded debt to assessed value and net bonded debt per capita 6 78 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2000 TABLE OF CONTENTS - Continued Table Page(s) STATISTICAL SECTION (Unaudited) - continued Computation of direct and overlapping debt 7 79 Ratio of annual debt service expenditures for net general bonded debt to total general expenditures 8 80 Schedule of revenue bond coverage - Water and Sewer Bonds 9 81 Schedule of revenue bond coverage - Drainage Utility Bonds 10 82 Demographic statistics 11 83 Principal taxpayers 12 84 Property value and construction 13 85 Computation of legal debt margin 14 86 Miscellaneous statistics 15 87 - 88 INTRODUCTORY SECTION January 9, 2001 THE CITY OF EULESS Honorable Mayor & City Council, City Manager, and Citizens of Euless: The Finance Department of the City of Euless is pleased to submit the Comprehensive Annual Financial Report of the City of Euless, Texas for the fiscal year ended September 30, 2000. Responsibility for both the accuracy of the data and the completeness and fairness of the presentation, including all disclosures, rests with the City. 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, results of operations, and cash flows of the various funds and account groups of the City. All disclosures necessary to enable the reader to gain an understanding of the City's financial activities have been included. 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 the general purpose financial statements and supplemental statements and schedules, as well as the report of independent auditors. The Statistical section includes selected financial and demographic information, generally presented on a multi -year basis. GENERAL INFORMATION Euless was settled about 1881 and named for Elisha Adams Euless, a cotton farmer and pioneer. In 1915 the population was 25 and in 1960, 4,235. Euless has changed significantly from a rural farming community to a progressive urban area of approximately 45,500. The City of Euless is located in Northeast Tarrant County directly between the cities of Dallas and Fort Worth. Euless is also adjacent to the world's largest and second busiest airport — Dallas/Fort Worth International. The City provides to its citizens those services which have proven to be necessary and which can be provided by the City at the least cost. Included in these services under general government and proprietary funds are traditional city functions such as police and fire protection, emergency ambulance service, road and traffic signal maintenance, water and sewer operations, drainage system, parks and recreational facilities, courts, and library services. Other services include planning land use, building inspection, and traffic control. Internal services of the City include insurance, risk management, equipment replacement, and cash/debt management. 201 N. Ector Drive, Euless, Texas 76039-3595 817/685-1400 • Metro 817/267-4403 • Fax 817/685-1416 All funds and account groups are discussed in depth in the notes to the financial statements. Even though associations with other entities such as Hurst -Euless -Bedford Independent School District exist, the City Council has no financial accountability, or control over the school district or the other entities referred to in Note 1 of the financial statements. Accordingly, financial data for the school district and others are not included in the combined financial statements in this report. The Euless Development Corporation, established in Fiscal Year 93 and the Crime Control and Prevention District established in Fiscal Year 96 are presented as blended component units of the City of Euless. ECONOMIC CONDITIONS AND OUTLOOK Our City Manager commented on the achievements of the City in his "Share The Vision" message to the staff. He observed that 2000 was an "incredible" year with "so many accompiishments and so many successes throughout our City." He noted the list of achievements from the different departments including the opening of the Dr. Pepper Star Center in April; construction of additional fields at the Parks of Texas Star; construction of the new Police and Courts Facility; recognition of the Golf Course at Texas Star as a " * " course from Golf Digest; and the status of construction of both the Harwood Road and Mid -Cities Boulevard projects. The City Manager also recognized future economic opportunities for Euless including the construction of a Super Target and other pad sites at Glade Road and Highway 121. In 2000, Euless welcomed the Car Rental Center at DFW Airport and the Dickerson Development project, which will bring 145 new homes to Euless. Also announced in 2000 was the construction of Krispy Kreme Doughnuts in the International Business Park, expansion of Tru-Form Optics to Euless, and the lease of vacant City property to Beall Concrete. MAJOR INITIATIVES Budget. During preparation of the 2000 fiscal budget, both elected and appointed officials worked together to identify and address several key programs needed to adequately serve the public, either through quality of life issues or technological advancements. Specific objectives may be summarized as follows: Maintenance of service levels to citizens; continuation of competitiveness in the employee pay plan; absorption of legislative mandates; and continuation of City Council directives, including repair and/or replacing deteriorating infrastructures; identifying alternative sources of funds; and improving external and internal communications. Progress Report. Fiscally, the year 2000 has proven successful. City Council members decreased the property tax rate by one cent to .514754 per $100 valuation. Due to a pass through increase, water rates increased eleven cents per 1,000 gallons. Sewer, trash, drainage, and recycling rates remained unchanged. Furthermore, a merit - based raise package, as well as no increases in the employees' costs for health care was achieved. These benefits were made possible through additional contributions from the City's Water and Sewer Fund and Risk Management Workers Compensation Fund. ii Individual and departmental successes have improved city services and enhanced growth in our community. Among the many accomplishments during 2000: • Presented and sold bonds for Dr. Pepper Star Center, Police and Court Facility, Harwood Road, and the new Water Tower • Negotiated and implemented an interlocal agreement with the State of Texas for collection of the new short-term motor vehicle tax 1> Completed the City Multi Year Financial Plan « Parks at Texas Star was voted Best Youth Park • Parks at Texas Star was chosen by Dallas 2012 Committee as a venue finalist for Women's Softball Olympic event • Raven's Grille won Top of the Taste award for best display at the Taste of Northeast • Three youth soccer fields and one youth tee -ball field were added to the Parks at Texas Star • Fire Department became an American Heart Association Training affiliate 1> Softball World hosted 12 major events in 2000 including two world championships, one national championship, four state championships, and four national invitationals • Himes Log Cabin was donated to the City, moved to Heritage Park and restored to its original condition • Planning and Development received a Certificate of Achievement for Planning Excellence from the American Planning Association Texas Chapter • Created a Non -Resident Property Maintenance Code 1> Voters approved the continuation of the 1/4 cent Crime Control and Prevention District Tax for an additional 20 years • Library opened a drive -up window and began the "Family Storytime" program • Library received telecommunication grant for computer hardware and software FINANCIAL INFORMATION General. Management of the City is responsible for establishing and maintaining internal controls designed to ensure that the City's assets are protected from loss, theft or misuse and to ensure that adequate accounting data are compiled to allow for the preparation of financial statements in conformity with generally accepted accounting principles. 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. The City's accounting records for the Enterprise and Internal Service Funds are maintained on an accrual basis whereby revenues and expenses are recorded in the accounting period in which they are earned or incurred. The remainder of the City's funds are maintained on the modified accrual basis whereby revenue is recorded when measurable and available, and expenditures are recorded when the liability is incurred, except for interest on general long-term debt, which is recognized when due. iii As set forth in the City's Charter Article VII, Sections 2-9, the City Council adopts an annual budget. Detail control is accomplished by maintaining expenditures by line item account within each operating department within each operating fund at the authorization of the City Manager. Financial reports are available to division managers monthly. Further explanations of the basis of accounting for all fund types, account groups, and the City's budgetary controls are furnished in the accompanying Notes to the Financial Statements. General Governmental Functions. Revenues for general governmental functions accounted for in the general fund and debt service fund totaled $21,317,401 in 2000, an increase of 13.16% over 1999. The increase in revenues is primarily attributable to: increased sales tax receipts, property tax receipts, building permits, interest income, and the sale of property. The amount of revenue from various sources and the changes from the previous year are reflected in the following table: Revenue Source Property tax Gross receipts tax General sales tax Fines and fees Licenses and permits Interest income Intergovernmental/Other TOTAL REVENUES Percent Amount Of Total $7,208,237 33.81% 2,364,097 11.09% 5,785,532 27.14% 3,452,010 16.20% 550,356 2.58% 665,587 3.12% 1,291,582 6.06% $21,317,401 100% Increase (decrease) from 1999 $408,858 54,905 992,254 102,268 101,605 300,560 518,791 $2,479,241 Percent of Increase (decrease) 6.01% 2.38% 20.70% 3.05% 22.64% 82.34% 67.13% 101101111111 In addition to the above general revenue, $723,842 was transferred from various funds, primarily Enterprise funds for general and administrative cost reimbursement. Expenditures for general governmental purposes and general debt service totaled $19,806,152, an increase of 0.75% over 1999. Changes in levels of expenditures for major functions of the City over the preceding year are shown in the following table: Function General government Public safety Streets Parks/Recreation/Library Debt Service Nondepartmental TOTAL EXPENDITURES Percent Amount Of Total $3,259,704 16.46% $9,880,516 49.89% $746,976 3.77% $2,311,089 11.67% $2,199,194 11.10% $1,408,673 7.11% $ 19,806,152 100% Increase (decrease) from 1999 147,690 424,729 (68,711) 251,060 (119,850) (487,615) $ 147,303 Percent of Increase (decrease) 4.75% 4.49% (8.42)% 12.19% (5.17)% (25.71)% iv Revenues Expenses Intergovernme ntal / Other Debt Service General Gov't 6% 11% 16% Fines and -i" Streets Fees, ; Property Tax 4% 16% 1 34% Nondept. 7% General Sales Tax 27% Interest Income 3% icenses & Permits 3% Gross Receipts Tax 11% Public Safety 50% Parks/Recreation /Library 12% Non departmental expenditures decreased primarily due to prior year funding of nonrecurring capital items, including computer software and a transfer to the insurance fund. Parks, Recreation, Library, and Public Safety increased due primarily to increased personnel costs. Enterprise Funds. While the number of water and sewer customers was relatively constant with prior years, the City's water and sewer utility showed a substantial increase in water revenues as a result of extreme heat and dry conditions. Comparative data for the past two fiscal years are presented in the following table. 2000 1999 Income before operating transfers $1,998,696 $1,488,663 Net revenue available for debt service $3,792,812 $2,620,389 Average annual debt service requirements $ 357,668 $ 335,033 Coverage 10.60 times 7.82 times The Drainage Utility System was created in FY91 in compliance with new legislation designed to address drainage issues in the communities across the state. Fees were effective January 1, 1991. In FY2K, $610,315 of revenue was generated and $329,421 of costs were incurred, excluding depreciation, amortization, and debt service cost related to capital improvements. Capital improvements were initiated in FY92 relating to the Drainage Utility System and continue through FY2K. The Recreation Fund has been segregated from the general operating budget of the City to allow the Midway Recreation Center and the class structures to operate as an enterprise fund. Revenue of $323,496 was generated, while class expenses were $288,158. Both experienced an increase from prior year activity. Euless' Arbor Daze was formerly funded in this account, but has been segregated for better accountability. The Arbor Daze Fund ended FY2K with $659,471 in revenues and $623,588 in expenses. Softball World Fund was added in fiscal year 1996 to promote adult softball programs through league, tournament, and special events. Revenue of $1,174,707 was collected for league fees, concession sales, and sale of sporting goods. Expenses were $936,443 with operating income prior to transfers of $238,264. The Golf Course Fund and Athletic Complex were established as enterprise funds in 1996. The golf course revenues were $3,668,544 with operating expenses of $3,141,894. Net income after debt service and operating transfers is $165,487. The athletic complex ended the year with an operating loss of $155,568 including depreciation of $186,121. Debt Administration. General obligation debt, which is directly tax supported, totaled $7,813,796 at September 30, 2000. Certain ratios are useful indicators of the City's debt position for municipal management, citizens and investors. Data for the City is as follows: Net bonded debt - $36,818,796; ratio of net bonded debt to assessed value is 2.45% and net bonded debt per capita is $809. Outstanding certificates of obligation at September 30, 2000, totaling $29,005,000 are also considered to be net direct tax supported debt. Tables 6-10 in the Statistical Section of this report present more detailed information about the debt position of the City. Outstanding sales tax revenue bonds, secured by the January 1993 referendum for half - cent sales tax for parks, library and economic development totaled $9,700,000 as of September 30, 2000. Outstanding revenue bonds, which are secured by the net revenues of the various Enterprise Funds, totaled $6,270,000 at September 30, 2000. Outstanding certificates of obligation, which are secured by the tax base and revenues of the various Enterprise Funds totaled $11,530,000. The City has maintained it's A+ and A Ratings on general obligation and revenue debt from Standard and Poors and has maintained its Al and A Ratings on this debt from Moody's Investors Service. Cash Management. Compliance, safety, liquidity and yield are the program goals. Safety and security of the City's funds are of primary importance in all investment activities, with staff following policies and laws when investing funds. Interest income generated for the year for all funds was $2,398,321. Interest is an important non -tax revenue for the City. Throughout 2000, the City maintained an average of 100% investment of available funds. This program continues to provide a positive revenue source for the City. Insurance and Benefits. The City provides employee medical coverage on a self - insured basis. Premiums are paid into the Insurance Fund by all other funds and by the City's employees 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 $80,000 and aggregate claims in excess of $1,573,860. The City maintains self-insurance for worker's compensation. Contributions are made to the Risk Management Fund by other funds and are available to pay claims, claims vi reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of $300,000. General Fixed Assets. The general fixed assets of the City are used in the performance of general governmental functions and exclude the fixed assets of the Enterprise and Internal Service Funds. As of September 30, 2000, the general fixed assets of the City amounted to $39,310,730. This amount represents the original cost of the assets and is considerably Tess than their replacement value. Depreciation of general fixed assets is not recognized in the City's accounting system. OTHER INFORMATION Independent Audit. The City Charter, per Article VII Section 11, requires an annual audit to be made of the books of account, financial records and transactions of all administrative departments of the City by a certified public accounting firm. This requirement has been complied with and the report of independent auditors has been included in this report. Award. 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 for its comprehensive annual financial report for the fiscal year ended September 30, 1999. The Certificate of Achievement is the highest form of recognition given in the area of government reporting by the GFOA. In order to be awarded a Certificate of Achievement, the City published an easily readable and efficiently organized comprehensive annual financial report whose contents conform to program standards. Such reports 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 that our current comprehensive annual financial report 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. Acknowledgments. The preparation of this report on a timely basis could not be accomplished without the efficient and dedicated services of many individuals. I would like to express my appreciation to all members of the Finance Department, especially those in the Accounting Office, who assisted and contributed to its preparation. I would also like to thank the City Manager's Office and 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 progressive manner. Acknowledgment is also given to the representatives of Weaver and Tidwell, L.L.P. for their invaluable assistance in producing this document. Respectfully submitted, Loretta Getchell, CPA Director of Fiscal and Administrative Services vii CITY OFFICIALS MARY LIB SALEH, MAYOR CARL TYSON, COUNCIL MEMBER PLACE ONE LEON HOGG, COUNCIL MEMBER PLACE TWO AND MAYOR PRO TEM BOBBY BAKER, 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 Deputy City Manager Director of Finance 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, 2000. The City of Euless has received a Certificate of Achievement for the last twelve 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 requirements, and we are submitting it to GFOA to determine its 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, 1999 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. (4t4-4— resident Executive Director ix BOB MCFARLAND City Attorney x RANDY BYERS Dir. of Public Works Streets Water Wastewater Animal Control Meter Reading Fleet Services Facility Maint. Recycling Construction Mgmt. RON YOUNG City Engineer Engineering Const. Inspection CIP Management Traffic Safety Drainage SUSAN CRIM City Secretary RICK HEROLD Dir. of Parks Community Svcs. Library Recreation Parks Texas Star Sports Centre: Athletic Complex Golf Course Conference Centre Softball World StarCenter LEONARD CARMACK Police Chief Patrol Criminal Invest. Services: Communications Community Jail Records MAYOR and COUNCIL JOE IIENNIG City Manager GARY MCKAMIE Deputy City Manager LORETTA GETCHELL Dir. of Finance Accounting Utility Billing Budget Municipal Court Cash Debt. Mgmt. Human Resources: Risk/Benefits Info. Services Purchasing Franchises Organizational Chart LACY BRITTEN Municipal Court Judge LEE KOONTZ Fire Chief Suppression Ambulance Fire Educ. & Prevent. Fire Marshall Emergency Mgmt. Dir. of Planning Development Municipal Court of Record Old 11iI1A111 A ii:AA, N111'd111111111 11141u111111111111.11 Planning Code Enforcement Environ. Health Building Inspections BILL RIDGWAY Dir. Economic Development 1 11111I1111d1I1I1hd I. im,i dull a 1iiV111r11111 LORI DE LA CRUZ Communications/ Marketing Mgr. . , ' `l \ \ � \ .) n� WEAVER TIDWELL L.L.P. CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS 307 Iles/ Seventh Street Suite 1500 Fort Worth, Texas 76102 817.332.7905 F 817. 129.5936 DALLAS Three Forest Plaza 12221111erit Drive Suite 1700 Dallas, Texas 75251 Park Central I/11 12750 Merit Drive Suite 1210 Dallas, Texas 75251 WORLDWIDE AFFILIATIONS THROUGH SUMMIT INTERNATIONAL ASSOCIATES, INC. INDEPENDENT AUDITOR'S REPORT To the Honorable Mayor, City Council and City Manager City of Euless, Texas We have audited the accompanying general purpose financial statements of the City of Euless, Texas as of and for the year ended September 30, 2000, as listed in the table of contents. These general purpose financial statements are the responsibility of the City's management. Our responsibility is to express an opinion on these general purpose financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. 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 general purpose 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 opinion. In our opinion, the general purpose financial statements referred to above present fairly, in all material respects, the financial position of the City of Euless, Texas at September 30, 2000, and the results of its operations and cash flows of its proprietary fund types for the year then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued our report dated January 9, 2001 on our consideration of the City of Euless' internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grants. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be read in conjunction with this report in considering the results of our audit. Our audit was made for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The combining and individual fund and account group statements and schedules and the statistical section listed in the table of contents are presented for purposes of additional analysis and are not a required part of the general purpose financial statements of the City of Euless, Texas. The combining and individual fund and account group statements and schedules have been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, in our opinion, are fairly stated, in all material respects, in relation to the general To the Honorable Mayor, City Council and City Manager City of Euless, Texas purpose financial statements taken as a whole. The statistical section has not been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, accordingly, we express no opinion on such data. The required supplementary information listed in the table of contents is not a required part of the general purpose financial statements but is supplementary information required by the Governmental Accounting Standards Board. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the completeness and accuracy of the supplementary information. However, we did not audit the information and express no opinion on it. CcJ c- 4Add , vea f WEAVER AND TIDWELL, L.L.P. Fort Worth, Texas January 9, 2001 3541 2 GENERAL PURPOSE FINANCIAL STATEMENTS CITY OF EULESS, TEXAS COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1999 ASSETS AND OTHER DEBITS General Fund Deposits and investments $ 5,347,819 Receivables: Property taxes Accounts receivable and unbilled revenue Accrued interest Due from other funds Due from other governments Prepaids and deposits Inventories, at cost Restricted assets General fixed assets Net utility plant and equipment in service Net bond issuance costs Amount available for retirement of general long-term debt Amount to be provided for retirement of general long-term debt Total assets and other debits 250,365 884,251 149,764 1,003,496 15,065 9,920 $ 7,660,680 Governmental Fund Types Special Debt Revenue Service Funds Fund Capital Projects Funds $ 6,992,937 $ 688,443 $ 17,170,425 111,298 2,057,903 68,679 3,824 571,664 377 96,365 25,000 $ 9,695,384 $ 799,741 $ 17,291,790 The Notes to the General Purpose Financial Statements are an integral part of this statement. 3 (1 of 2) Proprietary Fiduciary Totals Fund Types Fund Types Account Groups (Memorandum only) Internal General General Enterprise Scivuue Agency Fixed Larigterm Funds Funds Funds Assets Debt 2000 1999 $ 10,950,378 $ 1,414,819 $ 2,003,656 $ - $ $ 44,568,477 $ 25,323,289 - - 361,663 393,988 2,154,645 - - 5,096,799 2,138,887 167,038 21,115 - 502,961 398,966 648,793 - 677,617 721,694 - 1,575,160 513,727 70,179 85,621 76,523 182,920 - - 192,840 180,963 4,550,001 4,550,001 2,333,860 39,310,730 39,310,730 26,542,447 36,956,914 1,483,811 - 38,440,725 38,640,035 257,199 - 257,199 224,851 $ 55,938,067 1,581,339 1,581,339 1,109, 693 48,025,739 48,025,739 25,539,955 $ 2,919,745 $ 2,003,656 $ 39,310,730 $ 49,607,078 $ 185,226,871 $ 124,138,878 4 CITY OF EULESS, TEXAS COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1999 LIABILITIES, FUND EQUITY AND OTHER CREDITS General Fund Liabilities: Accounts payable $ 803,028 Accrued insurance claims Accrued salaries and wages 329,784 Restricted customer and escrow deposits Accrued interest Due to other funds Bonds, certificates of obligation and tax notes payable Capital leases payable Accreted interest payable - Deferred revenue 770,071 Compensated absences - Due to other entities Due to other governments - Total liabilities 1,902,883 Fund equity and other credits: Investment in general fixed assets Net contributed capital Retained eamings: Reserved for: Debt service and construction Insurance Workers' compensation Risk management Emergency Recycling Outstanding work Unreserved Fund balances: Reserved for: Debt service Computer Park improvements Recycling Development agreements Prepaids Betterment Campus remodel Library Injured animals Historical Preservation Unreserved: Designated for: Contingency Emergency Undesignated Total fund equity and other credits Total liabilities, fund equity and other credits 36,347 4,606 3,183 15,065 32,757 27,039 3,948 917 500,000 500,000 4,633,935 5,757,797 $ 7,660,680 Governmental Fund Types Special Debt Revenue Service Funds Fund $ 4,224,922 $ 18,591 28,824 4,272,337 910,588 1,323 4,511,136 5,423,047 $ 9,695,384 $ 799,741 128,990 128,990 670,751 Capital Projects Funds $ 1,028,477 1,028,477 1,202,657 15,060,656 670,751 16,263, 313 $ 17,291,790 The Notes to the General Purpose Financial Statements are an integral part of this statement. 5 Enterprise Funds $ 1,139,746 259,357 1,165,645 68,901 648,793 17,900,000 25,803 139,865 21,348,110 13,413,181 37,718 500,000 31,311 39,405 20,568,342 34,589,957 $ 55,938,067 Proprietary Fund Types Internal Service Funds $ 14,833 60,522 18,712 Fiduciary Fund Type Agency Funds $ 1,995,068 - 8,588 94,067 2,003,656 41,000 200,000 200,000 2,384,678 2,825,678 $ 2,919,745 $ Account Grol`s General Ueneral Fixed Long-term Assets Debt 39,310,730 39,310,730 $ 46,518,796 133,525 1,836,366 1,118,391 49,607,078 Totals (Memorandum only) 2000 $ 7,211,006 60,522 626,444 1,165,645 68,901 677,617 64,418,796 159,328 1,836,366 1,038,926 1,118,391 1,995,068 8,588 80,385,598 39,310,730 13,413,181 37,718 41,000 200,000 200,000 500,000 31,311 39,405 22, 953, 020 1,581,339 36,347 4,606 3,183 1,202,657 15,065 32,757 27,039 3,948 917 1,323 500,000 500,000 24,205,727 104,841,273 (2 of 2) 1999 $ 1,616,049 127,653 578,300 1,167,135 77,823 721,694 39,156,586 299,623 1,648,908 599,195 1,000,512 25,491 47,018,969 26,542,447 13,834,512 49,472 41,000 200,000 200,000 500,000 31,311 39,405 20,945,204 1,109,693 4,606 3,184 1,202, 910 14,427 26,835 27,039 3,050 906 1,323 500,000 500,000 11,342 585 77,119 b09 $ 2,003,656 $ 39,310,730 $ 49,607,078 $ 185,226,871 $ 124,138,878 6 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1999 Special General Revenue Fund Funds Revenues: General property tax $ 4,997,210 $ Gross receipts tax 2,364,097 290,910 General sales tax 5,785,532 9,759,110 Fines and fees 3,452,010 Licenses and permits 550,356 - Interest income 434,752 218,552 DEA revenues 101,538 Intergovernmental 602,417 - Other revenues 365,551 134,439 Total revenues 18,551,925 10,504,549 Expenditures: Current: City council/administrative 435,129 - Finance/Purchasing 755,997 - Police department 5,977,524/ - 482,006 Fire department 3,902,992/ - Administrative services 601,347 Planning and development/Engineering/Animal Control 934,241 General and administrative - 4,349,130 Parks/recreation/library 2,311,089/ 694,379 Street maintenance 746,976- - Economic development - 196,888 Betterment 17,626/ Staff services 531,002 Nondepartmental 1,391,047/ Debt service: Principal - 390,000 Interest and fiscal charges - 592,438 Issuance costs - _ Capital outlay and maintenance - 157,265 Total expenditures 17,604,9/0 6,862,106 Excess (deficiency) of revenues over expenditures 946,955 3,642,443 Other financing sources (uses) Proceeds from issuance of bonds - - Operating transfers in 723,842 13,717 Operating transfers out (173,717) (1,497,035) Total other financing sources (uses) 550,125 (1,483,318) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses 1,497,080 2,159,125 Fund balances, beginning of year 4,260,717 3,263,922 Fund balances, end of year $ 5,757,797 $ 5,423,047 The Notes to the General Purpose Financial Statements are an integral part of this statement. 7 Debt Service Fund $ 2,211,027 230,835 323,614 2, (65,4 (6 1,988 1,022,790 1,176, 404 2,201,182 564,294 (92,648) (92,648) 471,646 199,105 $ 670,751 Capital Projects Funds 629,898 19,869 649, /6 344,941 961,857 36,423 328,100 15, 246, 985 16, 918, 306 (16, 268, 539 ) 24, 088, 891 2,046,867 (616, 720) 25, 519, 038 9,250,499 7,012,814 $ 16,263,313 Totals (Memorandum Only) 2000 $ 7,208,237 2,655,007 15, 544, 642 3,452,010 550,356 1,514,037 101,538 602,417 843,473 32,471, 717 435,129 755,997 6,459,530 3,902,992 601,347 934,241 4,696,059 3,967,325 746,976 233,311 17,626 531,002 1,391,047 1,412,790 1,768,842 328,100 15,404,250 43, 586, 564 (11,114,847) 24,088,891 2,784,426 (2,380,120) 24,493,197 1999 $ 6,799,379 2,598,167 7,625,399 3,349,742 448,751 878,518 125,714 557,246 447,126 22, 830, 042 13, 378, 350 14,736,558 $ 28,114,908 $ 395,708 682,305 6,164,543 3,688,227 621,067 914,099 76,902 2,838,778 815,687 111,807 21,895 496,935 1,874,393 1,775,000 1,454,632 3,069,616 25, 001, 594 (2,171,552) 1,867,886 (1,265,318) 602,568 (1,568,984) 16,305,542 14, 736, 558 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL AND BUDGETED SPECIAL REVENUE FUNDS YEAR ENDED SEPTEMBER 30, 2000 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 Others General sales tax Fines and fees: Franchise 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 Electric licenses Interest income Intergovernmental Other revenues: Rental income Swimming pools Miscellaneous income Total revenues General Fund Actual Budget $ 4,958,561 38,649 4,99 /,21 U 442,839 1,314,922 101,066 286,910 102,096 116,264 2,364,097 5,785,532 636,896 2,145,306 179,496 14,285 229,934 37,512 21,320 187,261 3,452,010 310,723 201,256 38,377 550,356 434,752 602,417 $ 4,908,264 35,330 4,943,594 83,948 16,676 264,927 365,551 $ 18,551,925 $ 1 435,390 1,352,456 124,038 171,265 106,099 89,663 2,2(8,911 5,083,720 571,311 2,204,619 150,000 14,000 190,000 32,000 19,861 173,380 3,355,171 175,000 196,450 34,000 405,450 325,000 457,603 65,750 20,000 122,350 206,100 7,057,549 Variance Favutd le (Unfavorable) $ 50,297 3,319 53,616 7,449 (37,534) (22,972) 115,645 (4,003) 26,601 65,186 701,812 65,585 (59,313) 29,496 285 39,934 5,512 1,459 13,881 96,639 135,723 4,806 4,377 144,906 109,752 144,814 18,198 (3,324) 142,577 15/,451 $ 1,494,3/6 Actual (1 of 2) Budgeted Special Revenue Funds Variance FavuiaLle Budget (Unfavorable) 290,910 29U,91 U 9,759,110 192,819 128,739 128, /39 $ 10,3/1,5/8 325,000 325,000 7,503,488 135,000 99,252 99,252 $ 8,062,/40 (34,090) (34,09 ) 2,255,622 57,819 29,487 29,487 $ 2,3116,636 The Notes to the General Purpose Financial Statements are an Integral part of this statement. 9 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL AND BUDGETED SPECIAL REVENUE FUNDS YEAR ENDED SEPTEMBER 30, 2000 Expenditures: Current: City council/administration Finance/Purchasing Police department Fire department Administrative services Planning and development/ Engineering/Animal Control General and administrative Parks/recreation/library Street maintenance Economic development Betterment Staff services Nondepartmental Debt service Principal payments Interest payments Capital outlay and maintenance Total expenditures Excess (deficiency) of revenues over 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 Fund balance, beginning of year Fund balance, end of year Actual $ 435,129 755,997 5,977,524 3,902,992 601,347 934,241 2,311,089 746,976 17,626 531,002 1,391,047 17,604,970 946,955 723,842 (173,717) 550,125 1,497,080 4,260,717 $ b,/b/,/9/ General Fund Budget $ 433,439 758,708 6,207,148 3,938,420 606,576 969,637 2,344,428 745,713 22,000 551,574 1,755,141 18,332,784 (1,275,235) 655,903 (173,717) 482,186 Variance FdVUId le (Unfavorable) $ (1,690) $ 2,711 229,624 35,428 5,229 (793,049) 4,260,717 $ 3,467,668 $ 35,396 33,339 (1,263) 4,374 20,572 364,094 727,814 2,222,190 Actual 457,445 4,344,107 694,379 196,888 390,000 592,438 153 620 6,6288// 3,542,701 (2 of 2) Budgeted Special Revenue Funds Variance FavurdLle Budget (Unfavorable) 454,080 3,225,204 737,919 179,756 540,000 592,440 166,120 b,89b,b19 2,167,221 67,939 13,717 13,717 - (1,497,035) (1,497,035) 67,939 (1,483,318) (1,483,318) 2,290,129 2,059,383 2,820,971 2,299,129 $ 4,tibU,3b4 (3,365) (1,118,903) 43,540 (17,132) 150,000 2 12,500 _(933,3b8) 1,375,480 683,903 1,375,480 2,820,971 3,bU4,8/4 1,3/0,48U The Notes to the General Purpose Financial Statements are an integral pact of this statement. 10 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30,1999 Operating revenues: Water service Sewer service Drainage fees Recreation fees Insurance premiums Service fees and miscellaneous Total operating revenues Operating expenses: General and administrative Water production Water distribution Utility engineering Sewage collection and treatment Nondepartmental Geographic Info Service center Drainage Recreation classes Golf course Pro Shop Food and beverage Conference center Cart operations Driving range Athletic complex Softball complex Arbor Daze Insurance costs Depreciation Amortization Total operating expenses Operating Income (loss) Nonoperating revenues (expenses): Investment Income Interest on bonds Gain on sale of fixed assets Total nonoperating revenues (expenses), net Income (loss) before operating transfers Operating transfers in Operating transfers out Net Income Add depreciation on fixed assets acquired with contributed capital Increase in retained earnings Retained earnings, beginning of year Retained earnings, end of year Enterprise Funds $ 7,657,132 3,730,338 610,315 323,496 7,069 135 19,399,416 666,790 3,720,528 487,390 337,400 2,157,998 2,154,479 210,125 684,067 329,422 287,883 974,179 403,748 814,273 284,339 146,320 8,801 55,044 924,338 623,588 1,863,300 27651 17,161,663 2,228,753 806,028 (838,377) (32,349) 2,196,404 222,663 (1,016,877) 1,402,190 421,331 1,823,521 19,353,255 $ 21,176,776 Internal Service Funds 1,873,541 478,755 2,352,296 626,577 1,705,023 355,210 2,686,810 (334,514) 78,256 38,891 110147 (217,367) 495,000 (105,092) 172,541 172,541 2,653,137 $ 2,825,678 Totals (Memorandum Only) 2000 159y $ 7,657,132 3,730,338 610,315 323,496 1,873,541 7,547,890 21,742,712 1,293,367 3,720,528 487,390 337,400 2,157,998 2,154,479 210,125 684,067 329,422 287,883 974,179 403,748 814,273 284,339 146,320 8,801 55,044 924,338 623,588 1,705,023 2,218,510 27651 19,848,473 1,894,239 884,284 (838,377) 38,891 84,798 1,979,037 717,663 (1,121,969) 1,574,731 421,331 1,996,062 22,006,392 $ 24,002,454 $ 7,034,082 3,568,056 587,710 230,489 1,794,264 6,651 515 19,866,1;g- 1,188,334 3,214,048 446,715 272,438 1,763,864 2,123,422 167,287 660,435 195,397 211,071 961,869 373,755 864,311 209,406 151,886 8,480 162,349 796,294 524,133 1,721,862 2,031,717 22,651 18,071,724 1,794,392 573,254 (903,973) 19,082 (311,637) 1,482,755 841,383 (1,443,951) 880,187 421,331 1,301,518 20,704,874 $ 22,006,392 The Notes to the General Purpose Financial Statements are an Integral part of this statement. 11 CITY OF EULESS, TEXAS COMBINED STATEMENT OF CASH FLOWS - ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1999 (1 of 2) Internal Totals Enterprise Service (Memorandum only) Funds Funds 2000 1999 OPERATING ACTIVITIES: Operating income (loss) $ 2,228,753 $ (334,514) $ 1,894,239 $ 1,794,392 Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities: Depreciation and amortization expenses 1,890,951 355,210 2,246,161 2,054,368 (Increase) decrease due to net changes in: Accounts receivable and unbilled revenue (414,814) 19,074 (395,740) (118,557) Due from other funds 48,501 - 48,501 341,507 Prepaids and deposits (12,401) - (12,401) 213,578 Inventory (14,882) (14,882) (10,839) Increase (decrease) due to net changes in: Accounts payable 532,891 (6,470) 526,421 25,361 Accrued salaries and wages 90,755 (4,913) 85,842 49,108 Accrued insurance claims - (67,131) (67,131) 32,653 Due to other funds (41,172) - (41,172) (350,569) Customer and escrow deposits 13,843 13,843 44,727 Bond issue costs (60,000) (60,000) - Deferred revenue 11,661 11,661 (8,968) Total adjustments 2,045,333 295,770 2,341,103 2,272,369 Net cash provided by (used in) operating activities 4,274,086 (38,744) 4,235,342 4,066,761 NONCAPITAL FINANCING ACTIVITIES : Interest paid on bonds (838,131) - (838,131) (886,128) Interest paid on tax notes payable (9,168) (9,168) (22,168) Reduction in bonds payable (670,000) - (670,000) (610,000) Reduction in tax notes payable (290,000) (290,000) (190,000) Reduction of capital leases payable (15,178) (15,178) 40,981 Proceeds from issuance of bonds 3,445,000 - 3,445,000 Operating transfers in 222,663 495,000 717,663 841,383 Operating transfers out (1,016,877) (105,092) (1,121,969) (1,443,951) Net cash provided by (used in) noncapital financing activities 828,309 389,908 1,218,217 (2,269,883) CAPITAL AND RELATED FINANCING ACTIVITIES: Purchase of utility plant and equipment in service (1,422,980) (633,744) (2,056,724) (1,264,961) Proceeds from sale of utility plant in service 76,415 76,415 30,950 Net cash used in capital and related financing activities (1,422,980) (557,329) (1,980,309) (1,234,011) The Notes to the General Purpose Financial Sktements are an integral part of this statement. 12 CITY OF EULESS, TEXAS COMBINED STATEMENT OF CASH FLOWS - ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1999 (2 of 2) Internal Totals Enterprise Service (Memorandum only) Funds Funds 2000 1999 INVESTING ACTIVITIES: Purchase of investment securities $ (2,514,661) $ $ (2,514,661) $ (20,148) Proceeds from sale of investment securities 123,837 123,837 32,423 Interest received on investments 934,919 76,842 1,011,761 658,532 Net cash provided by (used in) investing activitives (1,455,905) 76,842 (1,379,063) 670,807 Net increase (decrease) in cash and cash equivalents 2,223,510 (129,323) 2,094,187 1,233,674 Cash and cash equivalents, beginning of year 9,094,190 1,544,142 10,638,332 9,404,658 Cash and cash equivalents, end of year $11,317,700 $ 1,414,819 $ 12,732,519 $ 10,638,332 Reconciliation of cash to balance sheet: Cash - current $10,950,378 Cash - restricted assets 367,322 Cash and cash equivalents $11,317,700 Restricted assets: Cash $ 367,322 Investments 4,164,896 Interest receivable 17,783 Total restricted assets $ 4,550,001 The Notes to the General Purpose Financial Statements are an integral part of this statement. 13 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The financial statements of the City of Euless, Texas (the "City") have been prepared in conformity with generally accepted accounting principles (GAAP) as applied to government units. The Governmental Accounting Standards Board (GASB) is the accepted standard - setting body for establishing governmental accounting and financial reporting principles. The City's significant accounting policies are described below: Reporting Entity The combined financial statements of the City include the primary government 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. 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 or 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 14 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Reporting Entity - continued 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. Fund Accounting The City uses funds and account groups to report its financial position, the results of its operations and its cash flows. Fund accounting is designed to demonstrate legal compliance and to aid financial management by segregating transactions related to certain City functions or activities. A fund is a separate accounting entity with a self -balancing set of accounts. An account group, on the other hand, is a financial reporting device designed to provide accountability for certain assets and liabilities that are not recorded in the funds because they do not directly affect net expendable available financial resources. Funds are classified into three categories: governmental, proprietary and fiduciary. Each category, in turn, is divided into separate "fund types." Governmental funds are used to account for all or most of the City's general activities, including the collection and disbursement of earmarked moneys (special revenue funds), the acquisition or construction of general fixed assets (capital projects funds) and the servicing of general long-term debt (debt service funds). The general fund is used to account for all activities of the City not accounted for in some other fund. 15 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Fund Accounting - continued Proprietary funds are used to account for activities similar to those found in the private sector, where the determination of net income is necessary or useful to sound financial administration. Goods or services from such activities can be provided either to outside parties (enterprise funds) or to other departments or agencies within the City (internal service funds). Basis of Accounting The accounting and financial reporting treatment applied to a fund is determined by its measurement focus. All governmental funds are accounted for using a current financial resources measurement focus. With this measurement focus, only current assets and current liabilities generally are included in the balance sheet. Operating statements of these funds present increases (i.e., revenues and other financing sources) and decreases (i.e., expenditures and other financing uses) in net current assets. All proprietary funds are accounted for on a flow of economic resources measurement focus. With this measurement focus, all assets and all liabilities associated with the operation of these funds are included on the balance sheet. Fund equity (i.e., assets net of liabilities) is segregated into contributed capital and retained earnings components. Proprietary fund -type operating statements present increases (e.g., revenues) and decreases (e.g., expenses) in net assets. The proprietary funds are accounted for using the accrual basis of accounting. Revenues are recognized when they are earned, and expenses are recognized when they are incurred. The City applies all GASB pronouncements, FASB Statements and interpretations, APB Opinions and ARB's issued on or before November 30, 1989. The City has elected to apply only GASB pronouncements issued after November 30, 1989 for proprietary activity. All governmental fund types and agency funds use 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. Expenditures are recorded when the related fund liability is incurred. Interest on general long-term debt is recorded as a fund liability when due or when amounts have been accumulated in the debt service fund for payments to be made early in the following year. Revenues considered susceptible to accrual are sales taxes, property taxes, gross receipts tax and interest revenue. Fine and permit revenues are not susceptible to accrual because generally they are not measurable until received in cash. 16 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Basis of Accounting - continued Proprietary Fund Types utilize the accrual basis of accounting. Under this method, revenues are recorded when earned and expenses are recorded at the time liabilities are incurred or estimated. The City reports deferred revenue on its combined balance sheet. Deferred revenues arise when a potential revenue does not meet both the "measurable" and "available" criteria for recognition in the current period. Deferred revenues also arise when the government receives resources before it has legal claim to them, such as grant monies received prior to qualifying expenditures being incurred. In subsequent periods, when both revenue recognition criteria are met, or when the City has a legal claim to the resources, the liability for deferred revenue is removed from the combined balance sheet and revenue is recognized. Deferred revenues primarily include delinquent property taxes and unexpended revenues for capital projects. 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 by the City Manager during the year. Total expenditures approved by the City Council have not been altered. The legal level of control is at the fund level. 5. A budget is legally adopted for the General Fund and appropriate Special Revenue Funds on a basis consistent with generally accepted accounting principles. Formal budgetary integration is employed as a management control device during the year for the General Fund and appropriate 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. 17 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Budgetary Data - continued 7. Budgetary data for the Capital Projects Funds has not been presented in the accompanying combined 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 following is a reconciliation of the budgetary and GAAP basis excess (deficiency) of revenues and other sources over expenditures and other uses for the Special Revenue Funds: Excess (deficiency) of revenues and other sources over expenditures and other uses (budgetary basis) Unbudgeted fund: Police/Drug Enforcement Fund Excess (deficiency) of revenues and other sources over expenditures and other uses (GAAP basis) Deposits and Investments $2,059,383 99,742 $2,159,125 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 combined statement of cash flows, the City considers all highly liquid investments (including cash equivalents reported as restricted assets of $367,322 and $549,234 at September 30, 2000 and 1999, respectively) as set forth above to be cash equivalents. Investments in U.S. Treasury and agency obligations with maturities of one year or less when purchased are reported at amortized cost. Nonparticipating contracts are reported at cost. All other investments are reported at fair value. State statutes authorize the City to invest in obligations of the U.S. Government or its agencies; obligations of the State of Texas or its agencies; and certain other obligations, repurchase agreements, money market mutual funds and certificates of deposits within established criterion. 18 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Taxes Property taxes attach as an enforceable lien on property as of January 1, are levied for appropriation for the fiscal year beginning on October 1, are due October 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 to be not 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 $.514754 per $100 of assessed valuation ($.514754 per $100 last year) and assessed valuation is approximately 100% of estimated value. Inventories Inventories, which are recognized as expenditures 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. Fixed Assets Fixed assets are recorded at cost (or fair value, if contributed) when acquired. General fixed assets are recorded as expenditures in the General Fund, Special Revenue Funds, and Capital Projects Funds at the time of purchase or construction and are capitalized in the General Fixed Assets Account Group at cost. Public domain ("infrastructure") general fixed assets consisting of certain improvements other than buildings, including roads, bridges, curbs and gutters, streets and sidewalks, drainage systems and lighting systems are not capitalized in the general fixed assets account group. No depreciation is recorded on general fixed assets. Expenditures for utility plant and equipment are capitalized in the Proprietary Fund Types. Depreciation is recorded on each class of depreciable property in the proprietary funds beginning the year following the year of acquisition and utilizing the straight-line method over the following estimated useful lives of assets: Equipment Waterworks and sanitary sewer system and improvements Compensated Absences 5 - 15 years 33 1/3 years Employees may accumulate a maximum of two times their annual vacation. The City's policy is to pay the employee accumulated vacation upon termination. The City does not pay employees for accumulated sick leave upon termination. Accumulated vacation in the proprietary funds has been accrued as incurred and reported as accrued salaries and wages (a current liability). The accumulated vacation of the governmental fund type, 19 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Compensated Absences — continued representing an estimate of the amounts not expected to be liquidated with expendable available financial resources, has been recorded in the General Long -Term Debt Account Group. The estimated vacation liability expected to be satisfied with available financial resources is included in accrued salaries and wages in the General Fund. Fund Equity Certain assets that are restricted to a specific future use or are not available for appropriation or expenditure are offset by fund balance reserve accounts. Designated fund balances represent tentative plans for future use of financial resources. Comparative Data Comparative total data for the prior year has been presented in the accompanying combined financial statements in order to provide an understanding of the changes in the City's financial position, operations and cash flows. Complete comparative data (Le., presentation of prior year totals by fund type in each of the statements) have not been presented since its inclusion would make the statements unduly complex and difficult to read. Memorandum Totals The totals column on the combined statements are captioned "Memorandum Only" to indicate that they are presented only to facilitate financial analysis. Data in these columns do not present financial position, results of operations or cash flows in conformity with generally accepted accounting principles. Neither is such data comparable to a consolidation. Interfund eliminations have not been made in the aggregation of this data. Interfund Transactions 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. Nonrecurring or nonroutine permanent transfers of equity are reported as residual equity transfers. All other interfund transfers are reported as operating transfers. 20 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 2. DEPOSITS AND INVESTMENTS Deposits At September 30, 2000, the bank balances were $288,271 and the ledger balances of the City's book cash deposits were ($316,280). Of the bank balances, $288,271 were protected by federal depository insurance or by collateral held by the City's agent in the City's name. Investments At September 30, 2000, 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 Cateaories 2 $27,156,282 $ 3 Carrying Fair Amount Value $27,156,282 $27,151,519 10,609,295 10,609,295 10,250,503 10,250,503 1,400,895 1,400,895 $49 416,97 Z $49,412.212 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. NOTE 3. LONG-TERM DEBT A summary of long-term debt transactions for the year ended September 30, 2000, is as follows: General Long -Term Debt Account Group: General Obligation Bonds Certificates of Obligation Sales tax revenue bonds Capital leases Compensated absences Accreted interest Balance Balance Beginning End of Year Increase Decrease of Year $ 4,026,586 $ 4,300,000 $ 512,790 $ 7,813,796 10,625,000 18,890,000 510,000 29,005,000 9,090,000 1,000,000 390,000 9,700,000 258,642 125,117 133,525 1,000,512 117,879 - 1,118,391 1.648.908 187,458 1,836,366 $26.649,648 $ 24 495.337 $1,537,907 $49,607,078 21 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 3. LONG-TERM DEBT — continued Proprietary Fund Types: Water and Sewer Revenue Bonds Drainage Utility Revenue Bonds Tax and Golf Course Surplus Revenue Certificates of Obligation Tax and Softball Works Park Surplus Revenue Certificates of Obligation Capital Leases Tax Notes Balance Beginning of Year Balance End Increase Decrease of Year $ 1,770,000 $ 3,260,000 $ 415,000 $ 4,615,000 1,765,000 9,625,000 1,865,000 40,981 390,000 110,000 1,655,000 185,000 75,000 9,735,000 $ 15.455.981 $ 3.445.000 Debt outstanding at September 30, 2000 consists of the following: General Obligation Bonds Certificates of Obligation Sales Tax Revenue Bonds Capital leases 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 Tax Notes Range of Interest Rates 4.40 to 9.20% 4.25 to 8.12% 5.00 to 8.00% 5.97 to 13.96% 4.50 to 6.75% 6.00 to 6.70% 5.25 to 5.90% 4.10 to 5.25% 4.45 to 6.45% Outstanding Balance 70,000 1,795,000 15,178 25,803 290,000 100,000 $ 975.178 $17.925.803 Current Long -Term Maturities Maturities $ 7,813,796 $599,277 $7,214,519 29,005,000 605,000 28,400,000 9,700,000 159,328 405,000 9,295,000 25,803 133,525 4,615,000 445,000 4,170,000 1,655,000 120,000 1,535,000 9,735,000 1,795,000 100,000 160,000 9,575,000 75,000 1,720,000 100,000 22 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 3. LONG-TERM DEBT - continued The debt matures serially through the year 2027 and has various call options whereby it may be redeemed during certain periods prior to maturity. A schedule of principal and interest maturities follows. Due to the nature of the obligation for compensated absences, annual requirements to amortize such obligations are not determinable and have not been included in the following summary. 2001 2002 2003 2004 2005 2006-2010 2011-2015 2016-2020 2021-2025 Less interest General Obligation Bonds $1,499,889 1,511,354 1,533,350 1,527,351 681,723 2,631,662 1,839,473 1,866,882 13, 091, 684 5.277.888 Certifi- cates of Obliaation $ 2,876,154 2,697,555 2,638,914 2,601,703 2,605,264 13, 054, 262 13, 091, 809 10,419,934 4,881,522 54, 867,117 25.862.117 Sales Tax Revenue Bonds $ 971,206 969,906 972,466 965,720 969,751 4,847,977 4,885,252 469,502 15, 051, 780 5,351,780 Capital Leases $ 159,552 9,948 169,500 10.172 Principal $Z.$13.Z9_E $29 005 000 $9 700 000 $159 328 2001 2002 2003 2004 2005 2006-2010 2011-2015 2016-2020 2021-2025 2026-2027 Less interest Drainage Utility Revenue Tax and Golf Course Surplus Revenue Certificates of Tax and Softball World Park Surplus Revenue Certificates of Bonds Obligation Obliaation $ 225,852 228,652 230,788 227,248 228,258 1,165,128 2,305,926 650.926 $ 720,281 $ 160,166 782,275 157,082 778,525 158,856 711,702 160,348 711,728 161,540 3,554,776 814,390 3,558,300 838,767 3,562,880 169,331 3,564,398 - 1.427.116 19,371,981 2,620,480 9.636.981 825.480 Water and Sewer Revenue Bonds Subtotal $ 762,637 $ 6,269,438 811,234 5,999,997 489,146 5,633, 876 408,946 5,503,720 411,459 4,668,197 1,402,243 21,936,144 1,418,257 21,234,791 1,449,444 14,205,762 4.881.522 7,153,366 90,333,447 2,538,366 39, 040, 323 $4.Q15.Q0.0 $51.293.124 Notes Subtotal Grand Total $ - $ 1,106,299 $ 7,375,737 102,375 1,270,384 7,270,381 1,168,169 6,802,045 1,099,298 6,603,018 - 1,101, 526 5,769,723 5,534,294 27,470,438 - 4,397,067 25, 631, 858 3,732,211 17, 937, 973 3,564,398 8,445,920 1,427,116 1,427,116 102,375 24,400,762 114,534,209 2.375 11,115,762 50.156,085 Principal $1.6 000 $_2235.Q0Q 11_795.00Q $1Q10Q0 1132$5.Q0Q $64.571.124 23 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 3. LONG-TERM DEBT - continued General Obligation Bonds authorized and unissued as of September 30, 2000, amounted to $300,000. Water and Sewer Revenue Bonds authorized and unissued as of September 30, 2000, 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, 2000. The amounts reserved are reported as restricted assets of the Enterprise Funds. Investments of funds included in the bond reserve and emergency accounts are restricted to obligations of the United States or its agencies and instrumentalities (except for mortgage pass -through securities). The City issued Sales Tax and Revenue Bonds, Series 1999, for $1,000,000 on October 15, 1999. Bond issuance costs were $36,100. The City also issued General Obligation Bonds, Series 2000 and Waterworks and Sewer System Revenue Bonds, Series 2000, for $4,300,000 and $3,260,000, respectively, on March 15, 2000. Bond issuance costs were $70,000 and $60,000, respectively. In addition, the City issued Tax and Waterworks and Sewer System (Limited Pledge) Revenue Certificates of Obligation, Taxable Series 2000 and Series 2000A, for $10,290,000 and $8,785,000, respectively, on April 1, 2000 and May 1, 2000, respectively. Bond issuance costs were $146,000 and $76,000, respectively. In accordance with the Tax and Waterworks and Sewer System (Limited Pledge) Revenue Certificates of Obligation, Taxable Series 2000, an escrow account was established to safeguard the City from possible future loss. The funds are restricted to obligations of the United States or its agencies and instrumentalities (except for mortgage pass -through securities) having maturities not in excess of 5 years. 24 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 4. RESTRICTED ASSETS Restricted assets consist of cash, investments and accrued interest primarily restricted for Water and Sewer Enterprise Fund debt service and water and sewer system replacements. The City sold certain of the waterworks and sanitary sewer system properties situated within the City of Bedford to that City in 1968. The proceeds were restricted to the prepayment or redemption of certain revenue bonds; investment income of the funds may be applied to current revenue bond interest up to stipulated amounts. As of September 30, 2000, the balance in the property sales proceeds account was $356,163 and is included in restricted assets in the accompanying balance sheet. 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 $5,111,000 and are included as operating expenses of the water and sewer fund. The payments increased approximately $816,000 in comparison to 1999. 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. FIXED ASSETS The following is a summary of changes in the general fixed assets account group during the fiscal year: Land Buildings Improvements other than buildings Construction in progress Machinery and equipment Balance September 30, 1999 Additions Deletions $ 3,826,944 $ 949,330 $ 8,795,947 9,391,814 4,162, 919 110,247 2,030,000 1,815,482 7.726.637 813.396 311.986 L_26.542 447 11.0.00.26 � 31t986 Balance September 30, 2000 $4,776,274 18,187,761 4,273,166 3,845,482 8.228, 047 $3..31.0 730 25 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 6. FIXED ASSETS - continued The following is a summary of utility plant and equipment in service at September 30, 2000 included in the proprietary funds: Land and building Equipment Improvements Waterworks and sanitary sewer system Construction in progress Less accumulated depreciation Water and Drainage Sewer Fund Utility Fund $1,528,966 $ 89,000 2,194,922 6,510 184,601 2,706,729 Enterprise Funds Recreation Classes 1,376 29, 945, 734 1.066.961 Golf Course Fund $ 348,135 979,386 10,271, 971 Softball Athletic Complex Complex $1,369,473 46,211 16,558 Internal Service Funds $5,197,050 $ 151,046 2,695,069 40,390 34,921,184 2,802,239 1,376 11,599,492 1,432,242 5,348,096 2,735,459 17.317.333 375,142 111593.851 $.2.42LQ91 $ 551 1115_46.904 $_1.402.62 $4 975„864, $1 483 811 NOTE 7. SERVICE CENTER 825 1,052,588 29,585 372,242 1,251,648 The Water and Sewer Enterprise Fund historically bears the major portion of the operating costs of the City's service center, which provides services to all City departments. NOTE 8. INTERFUND ASSETS/LIABILITIES Receivable Fund Capital Projects Water and Sewer Softball Complex Special Revenue Payable Fund Special Revenue Golf Course Athletic Complex Special Revenue Amount $ 25,000 289,793 359,000 3, 824 $ 677,617 26 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 9. CONTRIBUTED CAPITAL The activity within the Enterprise Fund contributed capital for the year ended September 30, 2000 is as follows: Balance, September 30, 1999 $13,834,512 Depreciation expense for the year ended September 30, 2000 ( 421,331) Balance, September 30, 2000 $13.413,181, NOTE 10. 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 $80,000 and aggregate claims in excess of $1,573,860. During fiscal 2000, the City and City's employees contributed approximately $1,107,400 and $444,900, 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 claims that have been incurred but not reported, and are accounted for in the Internal Service Risk Management 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 2000, the City contributed approximately $297,000 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 2000 1999 $ 127,653 $ 95,000 1,603,934 1,754,515 1,671,065 1,721,862 Unpaid claims, end of year $ 60.522 $ 127,653 27 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 10. RISK MANAGEMENT - continued The City had no significant reductions in insurance coverage from the year ended September 30, 1999. Settlement amounts have not exceeded insurance coverage for the year ended September 30, 2000 or any of the three preceding years ended September 30. NOTE 11. 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 731 administered by TMRS, an agent multiple -employer public employee retirement system. 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 employee's accumulated contributions with interest and the employer -financed monetary credits with interest were used to purchase an annuity. Members can retire at ages 60 and above with 10 years or more of service or with 25 years of service regardless of age. A member is vested after 10 years. 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. Contributions The contribution rate for the employees is 7%, and the City matching percent is currently 200%, both as adopted by the governing body of the City. 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 City matching percent, which 28 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 11. EMPLOYEE RETIREMENT SYSTEM — continued Contributions - continued are the obligation of the City as of an employee's retirement date, not at the time the employee's contributions are made. The normal cost contribution rate is the actuarially determined percent of payroll necessary to satisfy the obligation of the City to each employee at the time his retirement becomes effective. The prior service contribution rate amortizes the unfunded actuarial liability 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 to budget for it, 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, 1999 valuation is effective for rates beginning January 2001). Schedule of Actuarial Liabilities and Funding Progress Actuarial Valuation Date 12/31/99 Actuarial Value of Assets $ 37,889,214 Actuarial Accrued Liability $ 46,007,148 Percentage Funded 82.4% Unfunded Actuarial Accrued Liability (UAAL) $ 8,117,934 Annual Covered Payroll $ 13,061,776 UAAL as a Percentage of Covered Payroll 62.2% Net Pension Obligation (NPO) at the Beginning of Period $ Annual Pension Cost: Annual Required Contribution (ARC) Interest on NPO Adjustment to the ARC $ 1,827,142 Total annual pension cost $ 1,827,142 Contributions Made ( 1,827,142) Increase in NPO - NPO at the end of the period $ 29 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 11. EMPLOYEE RETIREMENT SYSTEM - continued Schedule of Actuarial Liabilities and Funding Progress - continued Trend information for the past three years for TMRS is as follows: Year 1997 1998 1999 Annual Pension Cost (APC' $ 1,641,301 1,699,438 1,827,142 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 12. SEGMENTS OF ENTERPRISE ACTIVITIES Percentage of APC Contributed 100% 100% 100% Net Pension Obligation Unit Credit Level Percent of Payroll 25 years — open period Amortized Cost 8% None None None The City maintains seven Enterprise Funds. The Water and Sewer Fund provides water distribution and wastewater collection services and contractually secures water supply and wastewater treatment services from the Trinity River Authority. The Drainage Utility Fund provides drainage services. The Recreation Classes, Golf Course, Softball Complex, Athletic Complex and Arbor Daze provide various recreational services and activities. 30 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 12. SEGMENTS OF ENTERPRISE ACTIVITIES - continued Segment information for the City's Enterprise Funds is as follows: Water and Drainage Recreation Golf Softball Athletic Arbor Sewer Fund Utility Fund Classes Course Complex Complex Daze Total Operating revenues $12,850,965 $ 610,315 $323,496 $ 3,668,544 $1,174,707 $ 102,918 $659,471 $19,390,416 Depreciation 1,081,603 81,202 275 504,036 10,063 186,121 - 1,863,300 Operating income (loss) 1,354,466 193,720 35,338 526,650 238,264 ( 155,568) 35,883 2,228,753 Operating transfers in - - 205,035 17,628 - 222,663 transfers out 967,395 31,854 17,628 1,016,877 Net income (loss) 1,031,301 101,340 37,508 165,487 190,980 (168,882) 44,456 1,402,190 Property, plant and equipment: Additions 1,198,965 - 224,015 - - 1,422,980 Total Assets 33,453,836 3,488,899 105,494 11,246,900 2,377,092 5,066,004 199,842 55,938,067 Net working capital 10,057,828 1,003,360 100,347 385,358 891,757 74,816 170,792 12,684,258 Long-term debt, including current portion 4,615,000 1,655,000 9,860,803 1,795,000 17,925,803 Total Equity 26,421,148 1,803,317 100,898 870,223 520,960 4,702,619 170,792 34,589,957 NOTE 13. CAPITAL LEASES The City has entered into lease agreements_ as lessee for financing the acquisition of computer hardware, software, communications equipment, machinery and equipment, and a copier. These lease agreements qualify as capital leases for accounting purposes and, therefore, have been recorded at the present value of the future minimum lease payments as of the date of their inception. These assets are stated on the balance sheet at their capitalized cost of $883,367. The following is a schedule of the future minimum lease payments under these capital leases, and the present value of the net minimum lease payments at September 30, 2000. 2001 2002 Total minimum lease payments Less: amount representing interest Present value of future minimum lease payments $159,552 9,948 169,500 10,172 $159.328 31 CITY OF EULESS, TEXAS NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS NOTE 14. EXCESS OF EXPENDITURES OVER APPROPRIATIONS As of September 30, 2000, the following individual funds had an excess of expenditures over appropriations: DEA Task Force Fund ($ 31,284) Police Department Grant Funds ($ 118,334) Car Rental Tax Fund ($1,200,047) NOTE 15. DEFICIT RETAINED EARNINGS A deficit retained earnings of $352,885 and $6,517 exists in the Athletic Complex Fund and the Cash and Debt Management Fund, respectively. 32 REQUIRED SUPPLEMENTARY INFORMATION CITY OF EULESS, TEXAS REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS FOR PARTICIPATION IN TEXAS MUNICIPAL RETIREMENT SYSTEM SEPTEMBER 30, 2000 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 12/31/97 $ 31,489,215 $ 39,167,673 80.40% $ 7,678,458 $ 11,791,361 65.12% 12/31/98 35,352,987 42,919,216 82,37% 7,566,229 12,486,300 60.60% 12/31/99 37,889,214 46,007,148 82.36% 8,117,934 13,061,776 62.15% 33 INDIVIDUAL FUND AND ACCOUNT GROUP STATEMENTS AND SCHEDULES 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. Fort Worth 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 on new operating and capital activities specifically for approved crime control and prevention programs. Police Department Grant Funds - to account for grant revenues received which must be used for police salaries and benefits. Car Rental Tax Fund — 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. CITY OF EULESS, TEXAS SPECIAL REVENUE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1999 Police Crime Drug Half DEA Control and Police Hotel/ Enforce- Penny Task Prevention Department Car Motel ment Sales Tax Force District Grant Rental Tax Totals Fund Fund Fund Fund Fund Funds Fund 2000 1999 ASSETS Deposits and investments $ 177,096 $ 528,424 $ 1,645,304 $ 671 $ 361,037 $ - $ 4,280,405 $ 6,992,937 $ 3,209,420 Accounts receivable 4,220 - - - 15,286 2,038,397 2,057,903 18,982 Accrued interest receivable 10,085 19,956 - 11,571 - 27,067 68,679 16,833 Prepaids - - 377 - - 377 4,318 Due from other funds 3,824 - - 3,824 - Due from other governments - 391 956 179,708 - 571,664 184,990 Total assets $ 180 920 $ 542,729 $ 2 057 593 $ 671 $ 552,316 $ 15,286 $ 6,345,869 $ 9,695,384 $ 3,434,543 LIABILITIES AND FUND EQUITY LIABILITIES: Accounts payable $ 2,200 $ 36 $ 22,078 $ $ 561 $ - $ 4,200,047 $ 4,224,922 $ 124,453 Accrued salaries and wages - - 11,509 5,167 1,915 - 18,591 14,439 Due to other funds 25,000 - 3,824 28,824 31,729 Total liabilities 2,200 36 58,587 5,728 5,739 4,200,047 4 272 337 170,621 FUND EQUITY: Fund Balances: Reserve for debt service - - 910,588 - 910,588 910,588 Reserve for historical preservation 1,323 - - - - - - 1,323 1,323 Unreserved, undeslgnated 177,397 542,693 1,088,418 671 546,588 9,547 2,145,822 4 511 11 36 _ 2F352,011 Total fund equity 178 720 542,693 1,999,006 671 546,588 9,547 2,145,822 5,423047 3,263922 Total liabilities and fund equity $ 180.920 $ 542,729 $ 2 057 593 $ 671 $ 552,316 $ 15,286 $ 6,345,8.69 $ 9,695,384 $ 3,434,543 34 CITY OF EULESS, TEXAS SPECIAL REVENUE FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30,1999 Revenues: Gross receipts tax General sales tax Interest income DEA revenues Other revenues Total revenues Expenditures: General and administrative Police department Parks Library Economic development Debt service Principal Interest and fiscal charges Capital outlay and maintenance 8,386 Total expenditures 147,220 Other financing sources (uses): Operating transfers in Operating transfers out (167,162) Total other financing sources (uses) (167,162) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses Fund balance, beginning of year Fund balance, end of year Police Drug Hotel/ Enforce - Motel ment Fund Fund $ 290,910 $ $ 12,121 25,733 101,538 216 5,700 303,247 132,971 Half DEA Penny Task Sales Tax Force Fund Fund Crime Control and Prevention District Fund Police Department Grant Funds - $ - $ - $ 2,314,213 - 1,144,826 102,244 252 31,051 30,412 2,416,457 30,664 1,175,877 138,834 5,023 5,226 - - - 24,561 - 32,542 193,600 - 368,950 - - 325,429 196,888 390,000 - 592,438 3,645 145,234 33,229 1,878,931 32,542 338,834 (379,873) (950,0001 (379,873) - (950,0001 (11,135) 99,742 157,653 (1,878) (112,957) Car Rental Tax Fund - $ 6,300,071 1,353 45,798 98,111 99,464 6,345,869 4,200,047 231,303 - 231,303 4,200,047 13,717 13,717 (118,122) 2,145,822 Totals 200o 1Tgy9 $ 290,910 9,759,110 218,552 101,538 134,439 10,504,549 4,349,130 482,006 368,950 325,429 196,888 390,000 592,438 157,265 6,862,106 $ 288,975 2,832,121 123,403 125,714 228,843 3,599,056 75,002 396,983 370,576 272,496 110,354 345,000 565,588 130,139 2,266,138 13,717 42,973 (1,497,035) (961,626) (1,483,318) (918,6531 2,159,125 414,265 189,855 442,951 1,841,353 2,549 659,545 127,669 - 3,263,922 2,849,657 $ 178,720 $ 542,693 $ 1,999,006 $ 671 $ 546,588 $ 9,547 $ 2,145,822 $ 5,423,047 $ 3,263,922 35 CITY OF EULESS, TEXAS BUDGETED SPECIAL REVENUE FUNDS STATEMENTS OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL YEAR ENDED SEPTEMBER 30, 2000 Hotel/Motel Fund Half Penny Sales Tax Fund Variance Variance Fdvu,dLle FdvuI GIJIe Actual Budget (Unfavorable) Actual Budget (Unfavorable) Revenues: Gross receipts tax $ 290,910 $ 325,000 $ (34,090) $ - $ - $ - General sales tax - - - 2,314,213 2,033,488 280,725 Interest income 12,121 4,000 8,121 102,244 60,000 42,244 DEA revenues - - - - Other revenues 216 216 Total revenues 303,247 329,000 (25,753) 2,416,457 2,093,488 322,969 Expenditures: General and administrative 138,834 204,350 65,516 5,226 20,854 15,628 Police department - - Parks 368,950 410,465 41,515 Library - 325,429 327,454 2,025 Economic Development 196,888 179,756 (17,132) Debt Service Principal 390,000 390,000 - Debt Service Interest 592,438 592,440 2 Capital outlay and maintenance 8,386 8,386 Total expenditures 147,220 212,736 65,516 1,878,931 1,920,969 42,038 Other financing sources (uses): Operating transfers in - - - Operating transfers out (167,162) (167,162) (379,873) (379,873) - Total other financing sources (uses) (167,162) (167,162) (379,873) (379,873) Excess (deficiency) of revenues and and other financing sources over expenditures and other financing uses (11,135) (50,898) 39,763 157,653 (207,354) 365,007 Fund balance, beginning of year 189,855 189,855 1,841,353 1,841,353 Fund balance, end of year $ 178,720 $ 138,957 $ 39,763 $ 1,999,006 $ 1,633,999 $ 365,007 36 (1 of 2) DEA Task Force Fund Crime Control and Prevention District Fund variance variance Favuu a ravui aLlr Actual Budget (Unfavorable) Actual Budget (Unfavorable) $ $ $ $ - $ - $ - 1,144,826 970,000 174,826 252 252 31,051 15,000 16,051 - 30,412 30,412 30,664 - 30,664 1,175,877 985,000 190,877 32,542 1,258 (31,284) 193,600 339,853 146,253 150,000 150,000 145,234 157,734 12,500 32,542 1,258 (31,284) 338,834 647,587 308,753 (950,000) (950,000) (950,000) (950,000) (1,878) (1,258) (620) (112,957) (612,587) 499,630 2,549 2,549 - 659,545 659,545 $ 671 $ 1,291 $ (620) $ 546,588 $ 46,958 $ 499,630 CITY OF EULESS, TEXAS SPECIAL REVENUE FUNDS STATEMENTS OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL YEAR ENDED SEPTEMBER 30, 2000 Revenues: Gross receipts tax General sales tax Interest income DEA revenues Other revenues Total revenues Expenditures: General and administrative Police department Parks Library Economic Development Debt Service Principal Debt Service Interest Capital outlay and maintenance (2 of 2) Police Department Grant Funds Car Rental Tax Fund Variance Variance Favuldl le Favui ciLle Actual Budget (Unfavorable) Actual Budget (Unfavorable) $ - $ - $ $ - $ - $ - - 6,300,071 4,500,000 1,800,071 1,353 1,353 45,798 56,000 (10,202) 98,111 99,252 (1,141) 99,464 99,252 212 6,345,869 4,556,000 1,789,869 4,200,047 3,000,000 (1,200,047) 231,303 112,969 (118,334) Total expenditures 231,303 112,969 (118,334) 4,200,047 3,000,000 (1,200,047) Other financing sources (uses): Operating transfers in 13,717 13,717 Operating transfers out - - Total other financing sources Excess of revenues and and other financing sources over expenditures and other financing uses Fund balance, beginning of year Fund balance, end of year 13,717 13,717 (118,122) 127,669 127,669 (118,122) 2,145,822 1,556,000 589,822 $ 9,547 $ 127,669 $ (118,122) $ 2,145,822 $ 1,556,000 $ 589,822 38 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. Street Capital Improvements Fund- to account for the 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. Police Facility Construction Fund — to account for the construction of a police facility. General Obligation Capital Projects — to account for improvements to an existing building which will be utilized as a new Fire Station facility. CITY OF EULESS, TEXAS CAPITAL PROJECT FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1999 Park Improvements Street Certificates of Street Capital Obligation Assessments Improvements Fund (1990) Fund Fund ASSETS Deposits and investments $ 7,998 $ 44,970 $ 5,190,096 Accrued interest receivable - 39,492 Due from other funds Total assets $ 7,998 $ 44,970 $ 5,229,588 LIABILITIES AND FUND EQUITY Accounts payable $ $ $ 254,520 Customer and escrow deposits - Total liabilities 254,520 Fund Balances: Reserve for development agreements _ Unreserved, undesignated 7,998 44,970 4,975,068 Total fund equity 7,998 44,970 4,975,068 Total liabilities and fund equity $ 7,998 $ 44,970 $ 5,229,588 Half -Penny Police G.O. Sales Tax Developers' Facility Capital Construction Contribution Construction Projects Totals in Progress Fund Fund Fund 2000 1999 $ 1,283,980 $ 1,184,924 $ 9,352,843 $ 105,614 $ 17,170,425 $ 7,130,893 26,170 17,733 12,970 96,365 54,837 25,000 25,000 24,400 $ 1,335,150 $ 1,202,657 $ 9,365,813 $ 105,614 $ 17,291,790 $ 7,210,130 $ 79,524 $ $ 694,433 $ $ 1,028,477 $ 181,983 - - 15,333 79,524 694,433 1,028,477 197,316 1,202,657 - - 1,202,657 1,202,910 1,255,626 8,671,380 105,614 15,060,656 5,809,904 1,255,626 1,202,657 8,671,380 105,614 16,263,313 7,012,814 $ 1,335,150 $ 1,202,657 $ 9,365,813 $ 105,614 $ 17,291,790 $ 7,210,130 40 CITY OF EULESS, TEXAS CAPITAL PROJECT FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1999 Revenues: Interest income Other revenue Park Improvements Street Certificates of Street Capital Obligation Assessments Improvements Fund (1990) Fund Fund $ $ $ 219,634 Total revenues 219,634 Expenditures: General and administrative Parks/recreation/library - Economic development - Issuance costs 70,000 Capital outlay and maintenance 3,335,367 Total expenditures 3,405,367 Excess (deficiency) of revenues over expenditures - (3,185,733) Other financing sources (uses): Proceeds from issuance of bonds 4,300,000 Operating transfers in 662,220 Operating transfers out 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 4,962,220 1,776,487 7,998 44,970 3,198,581 $ 7,998 $ 44,970 $ 4,975,068 41 Half -penny Police G.O. Sales tax Developers' Facility Capital Construction Contribution Construction Projects Totals in Progress Fund Fund Fund 2000 1999 $ 78,354 $ 74,027 $ 205,450 $ 52,433 $ 629,898 $ 390,088 19,869 - 19,869 2,738 78,354 93,896 205,450 52,433 649,767 392,826 - 344,941 344,941 - 961,857 - - 961,857 135,677 36,423 - - 36,423 1,453 36,100 - 76,000 146,000 328,100 - 328,407 9 1,739,482 9,843,720 15,246,985 2,939,477 1,362,787 9 1,815,482 10,334,661 16,918,306 3,076,607 (1,284,433) 93,887 (1,610,032) (10,282,228) (16,268,539) (2,683,781) 1,000,000 8,600,000 10,188, 891 24, 088, 891 - 342,000 950,000 92,647 2,046,867 635,000 - (616,720) - (616,720) - 1,342,000 (616,720) 9,550,000 10,281,538 25,519,038 635,000 57,567 (522,833) 7,939,968 (690) 9,250,499 (2,048,781) 1,198,059 1,725,490 731,412 106,304 7,012,814 9,061,595 $ 1,255,626_ $ 1,202,657 $ 8,671,380 $ 105,614 $ 16,263,313 $ 7,012,814 42 ENTERPRISE 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. Water and Sewer Fund - 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 - to account for the acquisition, operation and maintenance of a municipal drainage utility, supported primarily by user charges. Recreation Classes - to account for the operation of recreational programs and activities which are offered to groups and individuals on a fee basis. Golf Course Fund - to account for the operation and maintenance of the golf course, supported primarily by user charges. 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. CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1999 ASSETS Current assets: investments Accounts receivable and unbilled revenue less allowance for uncollectibles of $1,463 for water and sewer and $6,639 for drainage utility Accrued interest receivable Prepaids and deposits Inventory Due from other funds Total current assets Restricted assets: Revenue bond debt service: Cash with paying agent Revenue bond emergency: Short-term investments Property sale proceeds account: Investment with paying agent Capital projects account: Cash and cash equivalents Short-term investments Interest receivable on investments Total restricted assets Bond issuance cost Less accumulated amortization Net bond issuance cost Utility plant and equipment in service, at cost Land and Building Equipment Improvements Construction in progress Waterworks and sanitary sewer system Less accumulated depreciation Net utility plant and equipment in service TOTAL ASSETS Water and Sewer $ 8,722,768 1,947,617 158,843 56,000 54,440 289,793 11, 229, 461 11,894 500,000 356,163 355,428 3,308,733 17,783 4,55U,U01 145,373 74,850 T0, 523 1,528,966 2,194, 922 184,601 1,066,961 29,945,734 34, 921,184 11,o1i,000 17,603,851 $ 33,453,836 Drainage Utility Recreation Classes $ 969,775 $ 104,359 33,251 274 5,041 - 310 1,008,061—11:14,2fr 107,473 53,738 53,135 89,000 6,510 1,376 2,706,729 2,8U2,239 1,3%b 375,142 825 2,427,097 551 $ 3,488,899 $ 105,494 43 Golf Course $ 327,462 171,931 2,135 5,323 104,588 611,439 116,003 27,446 88,55/ Softball Complex $ 549,359 $ 1,572 1,019 7,853 22,197 359,000 941,000 42,879 9,444 33,435 348,135 1,369,473 979,386 46,211 10, 271, 971 16,558 11, 599,492 1,432, 242 1,052,588 29,585 10, 546, 904 1,402,657 $ 11, 246, 900 $ 2,377,092 Athletic Complex Arbor Daze 77,506 $ 199,149 1,695 /9,2U1 14,259 3,310 10,949 5,197, 050 151,046 5,348,096 L,G4G 4,975,854 $ 5,066,004 693 199,842 00 $ 199,842 (1 of 2) Totals 2000 1999 $ 10,950,378 $ 8,544,956 2,154, 645 1,836,616 167,038 206,372 70,179 57,778 182,920 168,038 648,793 697,294 14,1 /3,953 11,511,054 11,894 500,000 356,163 355,428 3,308,733 17,783 4,550,001 425,987 168,788 25i,199 11,122 500,000 480,000 538,112 794,072 10,554 2,333,861) 365,987 141,136 224,851 8,532,624 18, 234, 933 3,379,451 3,009,507 13,179,859 3,623,479 1,066,961 - 29,945,734 29,813,730 56,104,629 54,681,649 19,147,715 17,284,415 36,956,914 37,397,234 $ 55,938,067 $ 51,466,999 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1999 Water and Drainage Recreation Sewer Utility Classes LIABILITIES AND FUND EQUITY Current liabilities: oyall� from -current assets: Accounts payable $ 999,381 $ 2,619 $ 4,362 Accrued salaries and wages 172,252 2,088 234 Customer and escrow deposits - - Deferred revenue Total current liabilities 1,171,633 4,707 4,596 Current obligations payable from restricted assets: Customer and escrow deposits 1,165,645 - Current portion of bonds payable 445,000 120,000 Current portion of capital leases payable - - Current portion of tax notes payable - - Accrued interest 31,137 25,875 Bonds payable 4,170,000 1,535,000 Capital leases payable - - Tax notes payable - Deferred revenue 49,273 Due to other funds - Total liabilities 7,032,688 1,685,582 4,596 Fund equity: Contributed capital: From state From general fund From subdividers 15,705,558 From Special Revenue Fund From Environmental Protection Agency 239,617 From Trinity River Authority 15,000 1b,bU,1 (b Accumulated depreciation on assets acquired with contributed capital 8,030,228 Net contributed capital 7,929,947 Retained earnings (deficit): Reserved for: Debt service and construction 37,718 Recycling 31,311 - Emergency 500,000 Outstanding work 39,405 Total reserved - Unreserved 17,1582,7b7 1,803,317 100,898 Total retained earnings (deficit) 1tt,4y1,201 1,esUa,d1 r 1uu,tsts Total fund equity 26,421,148 1,803,317 100,898 TOTAL LIABILITIES AND FUND EQUITY $ 33,453,836 $ 3,488,899 $ 105,494 45 (2 of 2) Golf Softball Athletic Arbor Totals Course Complex Complex Daze 2000 1999 $ 70,788 $ 30,725 $ 2,821 $ 29,050 $ 1,139,746 $ 577,805 64,701 18,518 1,564 - 259,357 197,652 - - - 7,500 90,592 90,592 71,131 226,081 49,243 4,385 29,050 1,489,695 854,088 - - 1,165,645 1,144,302 160,000 75,000 800,000 670,000 9,768 - 9,768 15,178 - - 195,000 11,889 68,901 77,823 9,575,000 1,720,000 17,000,000 14,355,000 16,035 - 16,035 25,803 100,000 100,000 195,000 - 49,273 57,073 289,793 359,000 - 648,793 689,965 10,376,677 1,856,132 363,385 29,050 21,348,110 18,279,232 500,000 - 500,000 500,000 1,700,426 1,700,426 1,700,426 - - 15,705,558 15,705,558 405,633 2,855,078 3,260,711 3,260,711 - 239,617 239,617 22,097 - 37,097 37,097 42/,(3U - 5,Ubb,bU4 21,443,4U9 21,443,409 8,030,228 7,608,897 427,730 5,055,504 13,413,181 13,834,512 37,718 49,472 31,311 31,311 500,000 500,000 39,405 39,405 - - bU8,434 620,188 442,493 520,960 (352,885) 170,792 20,558,341 18,/33,Ub/ 442;493- 5[U,13U (352,885) 1 (0,/92 21,1 /b,//b 19,353,255 870,223 520,960 4,702,619 170,792 34,589,957 33,187,767 $ 11,246,900 $ 2,377,092 $ 5,066,004 $ 199,842 $ 55,938,067 $ 51,466,999 46 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30,1999 Water and Drainage Recreation Golf Sewer Utility Classes Course Operating revenues: Water service $ 7,657,132 $ $ $ Sewer service 3,730,338 Drainage fees 610,315 - Recreation fees - - 323,496 - Service fees and miscellaneous 1,463,495 - 3,668,544 Total operating revenues 11,t3bU,UEib ti1U,31b 343,4Jbb 3,bbti,b44 Operating expenses: General and administrative 650,148 - Water production 3,720,528 Water distribution 487,390 Utility engineering 337,400 - Sewage collection and treatment 2,157,998 Nondepartmental 2,154,479 Geographic information 210,125 Service center 684,067 - Drainage 329,422 - Recreation classes - 287,883 - Golf course - 974,179 Pro Shop 403,748 Food and beverage 814,273 Conference center 284,339 Cart operations 146,320 Driving range 8,801 Athletic complex . Softball complex Arbor Daze - - - - Depreciation 1,081,603 81,202 275 504,036 Amortization 12,761 5,971 - 6,198 Total operating expenses 11,4yb,4yy 41b,bb LtstS,lbtl 3,141,b 4 Operating income (loss) 1,354,466 193,720 35,338 526,650 Nonoperating revenues (expenses) Investment income 707,086 51,817 2,170 8,841 Interest on bonds (62,856) (112,343) (575,039) Total nonoperating revenues (expenses), net b44,13U (bU,b1b) 2,1 /U (bEiti,1at5) Income (loss) before operating transfers 1,998,696 133,194 37,508 (39,548) Operating transfers in - 205,035 Operating transfers out (967,395) (31,854) - Net income (loss) 1,031,301 101,340 37,508 165,487 Add depreciation on fixed assets acquired with contributed capital 421,331 Increase (decrease) in retained eamings 1,452,632 101,340 37,508 165,487 Retained eamings (deficit), beginning of year 17,038,569 1,701,977 63,390 277,006 Retained eamings (deficit), end of year $ 18,491,201 $ 1,803,317 $ 100,898 $ 442,493 47 Softball Athletic Arbor Totals Complex Complex Daze :tuuu 1 aau $ $ $ $ 7,657,132 $ 7,034,082 3,730,338 3,568,056 610,315 587,710 - - - 323,496 230,489 1,174,707 102,918 659,471 7,069,135 6,117,475 1,1 /4,/U/ 'IU2,y'Iti tO&,4/1 1:1,3JU,41b 1 /,5J/,t511 16,642 666,790 640,413 3,720,528 3,214,048 487,390 446,715 337,400 272,438 2,157,998 1,763,864 2,154,479 2,123,422 210,125 167,287 684,067 660,435 - 329,422 195,397 287,883 211,071 - 974,179 961,869 403,748 373,755 814,273 864,311 - 284,339 209,406 146,320 151,886 8,801 8,480 55,044 55,044 162,349 924,338 - - 924,338 796,294 - 623,588 623,588 524,133 10,063 186,121 - 1,863,300 1,719,842 2,042 679 - 27,651 22,651 9ib,443 10t1,46b b1J,btSb 1 /,1 b'I ,bb3 'I o,4aU,ubb 238,264 (155,568) 35,883 2,228,753 2,047,746 23,227 4,314 8,573 806,028 519,235 (88,139) - - (838,377) (903,973) (fi4,912) 4,314 ts,o/3 (31,345) OM, /3tf)' 173,352 (151,254) 44,456 2,196,404 1,663,008 17,628 - - 222,663 221,383 - (17,628) (1,016,877) (1,336,192) 190,980 (168,882) 44,456 1,402,190 548,199 421,331 421,331 190,980 (168,882) 44,456 1,823,521 969,530 329,980 (184,003) 126,336 19,353,255 18,383,725 $ 520,960 $ (352,885) $ 170,792 $ 21,176,776 $ 19,353,255 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1999 OPERATING ACTIVITIES Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation and amortization (Increase) decrease due to changes in: Accounts receivable and unbilled revenue Due from other funds Prepaids and deposits Inventory Increase (decrease) due to net changes in: Accounts payable Accrued salaries and wages Due to other funds Customer and escrow deposits Bond issue costs Deferred revenue Total adjustments Net cash provided by operating activities NONCAPITAL FINANCING ACTIVITIES Interest paid on bonds Interest paid on tax notes payable Reduction in bonds payable Reduction in tax notes payable Reduction in capital leases payable Proceeds from issuance of bonds Operating transfer in Operating transfer out Net cash provided by (used in) noncapital financing activities CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of utility plant and equipment in service Net cash used in capital and related financing activities INVESTING ACTIVITIES Purchase of investment securities Proceeds from sale of investment securities Interest received on investments Net cash provided by (used in) investing activities Net increase in cash and cash equivalents Cash and cash equivalents, beginning of year Cash and cash equivalents, end of year Water and Sewer $ 1,354,466 1,094,364 (251,837) 15,536 (20, 712) (6,297) 548,332 62,473 21,343 (60,000) (7,800) 1,395,402 2, / 49, 666 (62, 856) (415,000) Drainage Recreation Utility Classes $ 193,720 $ 35,338 87,173 275 10,799 (274) 2,032 2,048 234 2,584 (15,135) (7,500) //,921 271,641 (112, 343) (110,000) 3,260,000 (967,395) (31,854) 1,814,749 (254,197) (1,198,965) (1,198, 965) (2,514,661) 123,837 742,909 (1,64/,915) 1,717,737 7,372,353 $ 9,090,090 4,316 39, 653 51,144 2,170 51,144 2,170 68,588 41,823 901,187 62,536 $ 969,775 $104, 359 49 Golf Course Softball Complex Athletic Complex Arbor Daze Totals 2000 1999 $ 526,650 $ 238,264 $ (155,568) $ 35,883 $ 2,228,753 510,234 (171,930) 18,965 10,323 (12,305) (28,254) 6,993 (15,536) 12,105 (1,572) 14,000 (3,351) (988) 14,819 6,022 (11,636) 20,294 338,7E-d_ 29,30- 865,434 26/,663 (574,793) (88,139) (9,168) (75,000) (70,000) (290,000) - (15,178) 185,000 205,035 17,628 (574,104) (140,511) _(224,015)_ (224,015) 186,800 4,708 (6,638) 1,118 (14,000) (833) 171,155 15, 58 / (17,628) (17,628) (693) 29,050 OOP 28,35/ 64, 24U 103,492 22,317 4,314 8,573 ---iri3,472- - 227 7- 4,314 8,5/3 170,807 149,469 2,273 72,813 156,655 399,890 75,233 126,336 $ 327,462 $ 549,359 $ 77,506 $ 199,149 1,890,951 (414,814) 48,501 (12, 401) (14,882) 532,891 90,755 (41,172) 13,843 (60,000) 11,661 2,U45,ddd 4,2/4,U8b (838,131) (9,168) (670,000) (290,000) (15,178) 3,445,000 222,663 (1,016,877) 828,309- $ 2,047,746 1,742,493 (105,084) 341,507 213,578 (10,839) 76,602 47,605 (350,569) 44,727 (8,968-) 1,991,U5'L' -4,$7$- (886,128) (22,168) (610,000) (190,000) 40,981 221,383 (1,336,192) 277112;1Ny (1,422,980) (806,031) (1,422,98U) Z$0-6;1')'3'i'j' (2, 514, 661) 123,837 934,919 (1,455,905)- 2, 223, 510 9,094,190 $ 11,317,700 (20,148) 32,423 600,016 61'2; 2$i- 1, 062, 934 8,031,256 $ 9,094,190 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE BALANCE SHEETS SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1999 (1 of 2) 2000 1999 ASSETS Current assets: Deposits and investments $ 8,722,768 $ 6,823,119 Accounts receivable and unbilled revenue less allowance for estimated uncollectible accounts of $1,463 in 2000 and 1999 1,947,617 1,695,780 Accrued interest receivable 158,843 201,895 Prepaids and deposits 56,000 35,288 Inventory 54,440 48,143 Due from other funds 289,793 305,329 Total current assets 11,229,461 9,109,554 Restricted assets: Revenue bond debt service: Cash with paying agent 11,894 11,122 Revenue bond emergency: Short-term investments 500,000 500,000 Property sale proceeds account: Investments with paying agent 356,163 480,000 Capital projects account: Cash and cash equivalents 355,428 538,112 Short-term investments 3,308,733 794,072 Interest receivable on investments 17,783 10,554 Total restricted assets 4,550,001 2,333,860 Bonds issuance cost Less accumulated amortization Net bond issuance cost 145,373 85,373 74,850 62,089 70,523 23,284 Utility plant and equipment in service, at cost: Land and building 1,528,966 1,528,966 Equipment 2,194,922 2,194,922 Improvements 184,601 184,601 Construction in progress 1,066,961 Waterworks and sanitary sewer system 29,945,734 29,813,730 34,921,184 33,722,219 Less accumulated depreciation I /,3I /,33J 10,L30,/3U Net utility plant and equipment in service 17,603,851 17,486,489 TOTAL ASSETS $ 33,453,836 $ 28,953,187 51 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE BALANCE SHEETS SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1999 LIABILITIES AND FUND EQUITY Current liabilities: Payablc fioni current assets: Accounts payable Accrued salaries and wages Total current liabilities (2 of 2) 2000 1999 $ 999,381 $ 451,049 172,252 109,779 1,171,633 560,828 Current obligations payable from restricted assets: Customer and escrow deposits 1,165,645 1,144,302 Current portion of bonds payable 445,000 415,000 Accrued interest 31,137 31,137 Bonds payable 4,170,000 1,355,000 Deferred revenue 49,273 57,073 Total liabilities 7,032,688 3,563,340 Fund equity: Contributed capital: From subdividers From Environmental Protection Agency From Trinity River Authority Accumulated depreciation on assets acquired with contributed capital Net contributed capital 15,705,558 15,705,558 239,617 239,617 15,000 15,000 15,960,175 15,960,175 8,030,228 7,608,897 7,929,947 8,351,278 Retained earnings: Reserved for: Debt service and construction 37,718 49,472 Recycling 31,311 31,311 Emergency 500,000 500,000 Outstanding work 39,405 39,405 Total reserved 608,434 620,188 Unreserved 17,s61,7b( 16,418,381 Total retained earnings 18,491,201 17,038,569 Total fund equity 26,421,148 25,389,847 TOTAL LIABILITIES AND FUND EQUITY $ 33,453,836 $ 28,953,187 52 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE STATEMENTS OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1999 2000 1999 Operating revenues: Water service $ 7,657,132 $ 7,034,082 Sewer service 3,730,338 3,568,056 Service fees and miscellaneous 1,463,495 840,766 Total operating revenues 12,850,965 11,442,904 Operating expenses: General and administrative 650,148 640,413 Water production 3,720,528 3,214,048 Water distribution 487,390 446,715 Utility engineering 337,400 272,438 Sewage collection and treatment 2,157,998 1,763,864 Nondepartmental 2,154,479 2,123,422 Geographic information 210,125 167,287 Service center 684,067 660,435 Depreciation 1,081,603 1,016,640 Amortization 12,761 7,761 Total operating expenses 11,496,499 10,313,023 Operating income 1,354,466 1,129,881 Nonoperating revenues (expenses) Investment income 707,086 466,107 Interest on bonds (62,856) (107,325) Total nonoperating revenues (expenses), net 644,230 358,782 Income before operating transfers 1,998,696 1,488,663 Operating transfers out (967,395) (1,286,889) Net income 1,031,301 201,774 Add depreciation on fixed assets acquired with contributed capital 421,331 421,331 Increase in retained earnings 1,452,632 623,105 Retained earnings, beginning of year 17,038,569 16,415,464 Retained earnings, end of year $ 18,491,201 $ 17,038,569 53 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE SCHEDULE OF OPERATING EXPENSES YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1999 (1 of 2) 2000 1999 General and administrative: Salaries and benefits $ 257,114 $ 308,715 Postage and supplies 61,614 51,426 Maintenance of office machinery 176 6,627 Bad debts - 18,653 Other 331,244 254,992 650,148 640,413- Water production: Salaries and benefits 389,818 339,319 Operating supplies and expense 78,308 110,876 Maintenance of structures and equipment 21,145 11,895 Contracts - Trinity River Authority 171,374 (94,949) Water - Trinity River Authority 3,059,883 2,846,907 3,720,528 3,214,048 Water distribution: Salaries and benefits 364,695 351,893 Operating supplies and expenses 28,735 30,100 Maintenance of structures and equipment 92,110 48,530 Sewer - Trinity River Authority 1,850 16,192 487,390 446,115 Engineering: Salaries and benefits 227,831 207,339 Operating supplies and expenses 109,569 65,099 337,400 2/2,438 Sewage collection and treatment: Salaries and benefits 220,010 222,176 Operating supplies and expenses 56,085 91,027 Maintenance of structures and equipment 1,966 1,844 Treatment fees - Trinity River Authority 1,879,937 1,448,817 2,157,998 1,763,864 Nondepartmental: Salaries and benefits 592,781 558,428 Operating supplies and expenses 903,302 934,787 Contractual services 21,500 18,000 Franchise fees 636,896 612,207 2,154,4 / 9 2,123,422 54 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE SCHEDULE OF OPERATING EXPENSES YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1999 (2 of 2) 2000 1999 Geographic information: Salaries and benefits $ 113,768 $ 113,708 Operating supplies and expenses 6,037 10,692 Maintenance of machinery and equipment 87,530 42,887 Contractual services 2,790 210,125 167,287— Service center: Salaries and benefits 266,690 256,595 Motor fuel and supplies 339,880 306,354 Maintenance of structures and equipment 68,574 87,372 Other 8,923 10,114 684,067 660,435— Depreciation and amortization Total operating expenses 1,094,364 $ 11,496,499 1,024,401 $ 10,313,023 55 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE STATEMENTS OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1999 OPERATING ACTIVITIES Operating income Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation and amortization (Increase) decrease due to net changes in: Accounts receivable and unbilled revenue Due from other funds Prepaids and deposits Inventory Increase (decrease) due to net changes in: Accounts payable Accrued salaries and wages Customer and escrow deposits Bond issue costs Deferred revenue Total adjustments Net cash provided by operating activities 2000 1999 $ 1,354,466 $ 1,129,881 1,094,364 1,024,401 (251,837) (157,420) 15,536 14,671 (20,712) 220,855 (6,297) (7,659) 548,332 88,227 62,473 2,226 21,343 44,727 (60,000) (7,800) (7,800) 1,395,402 1,222,228 2,749,868 2,352,109 NONCAPITAL FINANCING ACTIVITIES Interest paid on bonds (62,856) (107,325) Reduction in bonds payable (415,000) (385,000) Proceeds from bond issuance 3,260,000 - Operating transfers out (967,395) (1,286,889) Net cash provided by (used in) noncapital financing activities 1,814,749 (1,779,214) CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of utility plant and equipment in service Net cash used in capital and related financing activities (1,198,965) (662,251) (1,198,965) (662,251) INVESTING ACTIVITIES Purchase of investment securities (2,514,661) (20,148) Proceeds from sale of investment securities 123,837 32,423 Interest received on investments 742,909 426,669 Net cash provided by (used in) investing activities (1,647,915) 438,944 Net increase in cash and cash equivalents 1,717,737 349,588 Cash and cash equivalents, beginning of year 7,372,353 7,022,765 Cash and cash equivalents, end of year $ 9,090,090 $ 7,372,353 56 CITY OF EULESS, TEXAS WATER AND SEWER FUND AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 2000 ASSETS Current assets: ant investments Accounts receivable and unbilled revenue less allowance for estimated uncollectible accounts of $1,463 Accrued interest receivable Prepaids and deposits Inventory Due from other funds Total current assets Restricted assets: Revenue bond debt service: Cash with paying agent Revenue bond emergency: Short-term investments Property sale proceeds account: Investments with paying agent Capital projects account: Cash and cash equivalents Short-term investments Interest receivable on investments Total restricted assets Bonds issuance cost Less accumulated amortization Net bond issuance cost Utility plant and equipment in service, at cost: Land and building Equipment Improvements Construction in progress Waterworks and sanitary sewer system Less accumulated depreciation Net utility plant and equipment in service TOTAL ASSETS Operating Account $ 5,817,911 1,947,617 132,043 55,518 289,793 8,242,tS82- 500,000 Capital Projects Account 355,428 3,308,733 15,050 500,000— - ,G75,211- 85,373 60,000 69,850 5,000 15, 523 53, 000- 1,528,966 1,534,850 184,601 29,813,730 33,062,147- 17,317,333 15,744,814 $ 24,503,219 332,758 1,066,961 132,004 1,531, /23 1,531,723 $ 5,265,934 57 (1 of 2) Bond Service Impact Debt Total Reserve Center Fees Service September 30, Account Account Account Account Eliminations 2000 $ 38,022 $ 2,837,440 $ 29,395 26,800 482 54,440 92,944 2,864,240 29,395 $ $ 8,722,768 1,947,617 158,843 56,000 54,440 289,793 11,229,461 11,894 - 11,894 - 500,000 356,163 356,163 - - 355,428 3,308,733 2,733- 17,783 370, i YU_ 4,55U,001 145, 373 74,850 - 70,523 - 1,528,966 79,228 248,086 2,194,922 184,601 1,066,961 29,945,734 79,228 248,086 - 34,921,184 17,317,333 79,228 248,086 17,603,851 $ 370,790 $ 172,172 $ 3,112,326 $ 29,395 $ - $ 33,453,836 58 CITY OF EULESS, TEXAS WATER AND SEWER FUND AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 2000 Capital Operating Projects Account Account LIABILITIES AND FUND EQUITY Current liabilities: current assets: Accounts payable $ 867,310 $ 79,542 Accrued salaries and wages 154,099 Total current liabilities 1,021,409 79,542- Current obligations payable from restricted assets: Customer and escrow deposits 1,165,645 Current portion of bonds payable 445,000 Accrued interest Bonds payable 910,000 Deferred revenue 49,273 Total liabilities 3,591,327 Fund equity: Contributed capital: From subdividers From Environmental Protection Agency From Trinity River Authority Accumulated depreciation on assets acquired with contributed capital Net contributed capital 13,789,751 239,617 15,000 14, 044, 368 8,030,228 6,014,140 01, 3,260,000 3,339,542 Retained earnings: Reserved for: Debt service and construction Recycling 31,311 Emergency 500,000 Outstanding work Total reserved 531,311 Unreserved 14,366,441 1,926,392 Total retained earnings 14,897,752 1,926,392 Total fund equity 20,911,892 1,926,392 TOTAL LIABILITIES AND FUND EQUITY $ 24,503,219 $ 5,265,934 59 (2 of 2) Bond Service Impact Debt Total Reserve Center Fees Service September 30, Account Account Account Account Eliminations 2000 $ 18,463 $ 34,066 $ 18,153 - 36,616 34,066 $ $ 999,381 172,252 1,171,633 1,165,645 445,000 31,137 - 31,137 4,170,000 - 49,273 31,137 36,616 34,066 7,032,688 I. NO 1,915,807 15,705,558 239,617 15,000 1,915,807 15,960,175 8,030,228 1,915,807 7,929,947 37,718 37,718 - 31,311 500,000 39,405 39,405 37,718 39,405 - 608,434 301,935 96,151 3,078,260 29,395 (1,915,807) 17,882,767 339,653 135,556 3,078,260 29,395 (1,915,807) 18,491,201 339,653 135,556 3,078,260 29,395 26,421,148 $ 370,790 $ 172,172 $ 3,112,326 $ 29,395 $ $ 33,453,836 60 CITY OF EULESS, TEXAS WATER AND SEWER FUND AGGREGATING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS ACCOUNTS YEAR ENDED SEPTEMBER 30, 2000 Capital Operating Projects Account Account Operating revenues: Water service $ 7,657,132 $ Sewer service 3,730,338 Service fees and miscellaneous 720,805 Total operating revenues 12,108,275 Operating expenses: General and administrative 441,535 25,586 Water production 3,720,528 Water distribution 487,390 Utility engineering 337,400 Sewage collection and treatment 2,157,998 Nondepartmental 2,154,479 Geographic information 210,125 Service center Depreciation 1,081,603 Amortization 7,761 5,000 Total operating expenses 10,598,819 30,586 Operating income (loss) 1,509,456 (30,586) Nonoperating revenues (expenses) Investment income 407,707 143,352 Interest on bonds Total nonoperating revenues (expenses), net 407,707 143,352 Income (loss) before operating transfers 1,917,163 112,766 Operating transfers from other funds or other water and sewer accounts 415,000 150,000 Operating transfers to other funds or other water and sewer accounts (2,098,900) Net income (loss) 233,263 262,766 Add depreciation on fixed asset acquired with contributed capital 421,331 Increase (decrease) in retained earnings 654,594 262,766 Retained earnings, beginning of year 14,243,158 1,663,626 Retained earnings, end of year $ 14,897,752 $ 1,926,392 61 Bond Service Reserve Center Account Account .00 Impact Debt Year Ended Fees Service September 30, Account Account Eliminations 2000 $ $ $ $ 7,657,132 3,730,338 742,690 1,463,495 /42,690 12,850,965 - 181,614 1,413 - 650,148 3,720,528 487,390 - 337,400 2,157,998 - - 2,154,479 - 210,125 684,067 - 684,067 - - 1,081,603 12,761 684,067 181,614 1,413 - 11,496,499 (684,067) 561,076 (1,413) - 1,354,466 21,577 133,696 754 - 707,086 - (62,856) - (62,856) 21,577 133,696 (62,102) 644,230 21,577 (684,067) 694,772 (63,515) - 1,998,696 680,095 - 447,806 (1,692,901) (146,396) - (415,000) 1,692,901 (967,395) (124,819) (3,972) 694,772 (30,709) 1,031,301 - - 421,331 (124,819) (3,972) 694,772 (30,709) 1,452,632 464,472 139,528 2,383,488 60,104 (1,915,807) 17,038,569 $ 339,653 $ 135,556 $ 3,078,260 $ 29,395 $ (1,915,807) $ 18,491,201 62 CITY OF EULESS, TEXAS DRAINAGE UTILITY FUNDS AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 2000 Total Operating Construction September 30, Account in Progress 2000 ASSETS Current assets: G.f,,,. K.. investments $ 627,540 $ 342,235 $ 969,775 Accounts and unbilled revenue less allowance for uncollectibles of $6,369 for drainage utility 33,251 33,251 Accrued interest receivable 5,041 5,041 Total current assets 665,832 342,235 1,008,067 Bond issuance cost 107,473 107,473 Less accumulated amortization 53,738 53,738 Net bond issuance cost 53,735 53,735 Utility plant and equipment in service, at cost: Land 89,000 89,000 Equipment 6,510 6,510 Improvements 2,706,729 2,706,729 2,802,239 2,801,189- Less accumulated depreciation 375,142 375,142 Net utility plant and equipment in service 2,427,097 2,427,097 TOTAL ASSETS $ 3,146,664 $ 342,235 $ 3,488,899 LIABILITIES AND FUND EQUITY Current liabilities: Al.,,.,..i(k.3 Ncyc.Lle $ 2,619 $ $ 2,619 Accrued salaries and wages 2,088 2,088 Total current liabilities 4,707 4,707 Current portion of bonds payable 120,000 120,000 Accrued interest 25,875 25,875 Bonds payable 1,535,000 1,535,000 Total liabilities 1,685,582 1,685, 582 Retained earnings: Unreserved 1,461,082 342,235 1,803, 317 Total fund equity 1,461,082 342,23b 1,803,31 / TOTAL LIABILITIES AND FUND EQUITY $ 3,146,664 $ 342,235 $ 3,488,899 CITY OF EULESS, TEXAS DRAINAGE UTILITY FUNDS AGGREGATING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS ACCOUNTS YEAR ENDED SEPTEMBER 30, 2000 Operating revenues: Drainage fees Total operating revenues Year Ended Operating Construction Elimi- September 30, Account in Progress nations 2000 $ 602,815 $ 7,500 $ $ 610,315 602,815 7,500 610,315 Operating expenses: Drainage 254,967 Depreciation 81,202 Amortization 5,971 74,455 329,422 81,202 5,971 Total operating expenses 342,140 74,455 416,595 Operating income (loss) 260,675 (66,955) - 193,720 Nonoperating revenues (expenses): Investment income 34,268 17,549 51,817 Interest on bonds (112,343) (112,343) Total nonoperating revenues (expenses), net (78,075) 17,549 (60,526) Income (loss) before operating transfers 182,600 (49,406) 133,194 Operating transfers out (31,854) - (31,854) Increase (decrease) in retained earnings 150,746 (49,406) - 101,340 Retained earnings, beginning of year 1,310,336 391,641 1,701,977 Retained earnings, end of year $ 1,461,082 $ 342,235 $ $ 1,803,317 64 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. Cash and Debt Management Fund - to account for the revenues and expenses incurred in providing cash and debt management services to all funds. Funding is provided by a predetermined amount of earned investment income, not to exceed total fund expenses. CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1999 ASSETS Deposits and investments Accounts receivable Accrued interest receivable Total current assets Utility plant and equipment, at cost Equipment Improvements Accumulated depreciation Net utility plant and equipment in service TOTAL ASSETS LIABILITIES AND RETAINED EARNINGS Accounts payable Accrued salary and wages Accrued insurance claims Total current liabilities Retained earnings: Reserved: Insurance Workers' compensation Risk management Total reserved Unreserved Total retained earnings (deficit) TOTAL LIABILITIES AND RETAINED EARNINGS Equipment Replacement Fund $ 425,678 6,674 432,352 2,629,089 40,390 2,669,479 1,251,648 Insurance Fund $ 329,484 8,043 337,527 54,735 11,245 54,735 11,245 Risk Manage- ment Fund $ 658,017 6,398 664,415 Cash and Debt Manage- ment Fund 2000 $ 1,640 $ 1,414,819 21,115 1,640 1,435,934 2,695,069 40,390 2,735,459 1,251,648 Total 1999 $ 1,544,142 27,117 11,658 1,582,917 2,502,247 40,390 2,542,637- I ,G77,030 1,417,831 54,735 11,245 - 1,483,811 1,242,801 $ 1,850,183 $ 392,262 $ 675,660 $ 1,640 $ 2,919,745 $ 2,825,718 $ 2,530 2,530 1,847,653 1,847,653 $ 10,050 7,027 18,213 35,290 41,000 41,000 315,912 356,972 $ 2,253 3,528 42,309 48,090 200,000 200,000 400,000 227,570 627,570 $ 1,850,183 $ 392,262 $ 675,660 $ - $ 8,157 8,157 14,833 18,712 60,522 94,067 41,000 200,000 200,000 441,000 (6,517) 2,3s4,578 (6,517) 2,825,678 $ 1,640 $ 2,919,745 $ 21,303 23,625 127,653 172,581 41,000 200,000 200,000 441,000 2,212,1, / 2,653,137 $ 2,825,718 65 CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR THE YEAR ENDED SEPTEMBER 30, 1999 Equipment Replacement Fund Insurance Fund Risk Manage- ment Fund Cash and Debt Manage- ment Fund Operating revenues: Insurance premiums $ $ 1,575,958 $ 297,583 $ Service fees and miscellaneous 411,402 Total operating revenues 411,402 Operating expenses: General and administrative Insurance costs Depreciation Total operating expenses Operating income (loss) Non -operating revenues: Investment income Gain on sale of fixed assets 1,575,958 297,583 47,355 101,316 1,471,999 355,210 402,565 8,837 31,431 38,891 Total nonoperating revenues 70,322 Income (loss) before operating transfers 79,159 Operating transfers in Operating transfers out Net income (loss) 79,159 Retained Earnings, beginning of Year 1,768,494 Retained Earnings (Deficit), end of Year $ 1,847,653 Total 2000 1999 $ 1,873,541 $ 1,794,264 67,353 478,755 534,040 67,353 2,352,296 2,328,304 404,036 73,870 626,577 547,921 233,024 1,705,023 1,721,862 355,210 311,875 1,573,315 637,060 73,870 2,686,810 2,581,658 2,643 (339,477) (6,517) (334,514) (253,354) 13,825 33,000 78,256 54,019 38,891 19,082 13,825 33,000 117,147 73,101 16,468 (306,477) (6,517) (217,367) (180,253) 175,000 320,000 - 495,000 620,000 (39,016) (66,076) - (105,092) (107,759) 152,452 (52,553) (6,510 112,o41 331,988- 204,520 680,123 - 2,653,137 2,321,149 $ 356,972 $ 627,570 $ (6,517) $ 2,825,678 $ 2,653,137 66 CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1999 Risk Cash and Equipment Manage- Debt Replacement Insurance ment Management Total Fund Fund Fund Fund 2000 1999 OPERATING ACTIVITIES Operating income (loss) $ 8,837 $ 2,643 $ (339,477) $ (6,517) $ (334,514) $ (253,354) Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities: Depreciation expense 355,210 355,210 311,875 (Increase) decrease due to net changes in: Receivables - 18,905 95 74 19,074 (13,473) Increase (decrease) due to net changes in: Accounts payable 1,089 221 (7,780) - (6,470) (51,241) Accrued salaries and wages - (14,621) 2,861 6,847 (4,913) 1,503 Accrued insurance claims (88,712) 21,581 - (67,131) 32,653 Total adjustments :356,299 (84,207) 16,1b( 6,921 295,770 -2/3 ,7T7- Net cash provided by (used in) operating activities 365,136 (81,564) (322,720) 404 (38,744) 27,963 NONCAPITAL FINANCING ACTIVITIES Operating transfers in 175,000 320,000 495,000 620,000 Operating transfers out (39,016) (66,076) (105,092) (107,759) Net cash provided by noncapital financing activities 135,984 253,924 389,908 512,241 CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of equipment (567,764) (54,735) (11,245) (633,744) (458,930) Sale of equipment 76,415 - 76,415 30,950 Net cash used in capital and related financing activities (491,349) (54,735) (11,245) (557,329) (427,980) INVESTING ACTIVITIES Interest received on investments 25,924 13,825 37,093 - 76,842 58,516 Net increase (decrease) in cash and cash equivalents (100,289) 13,510 (42,948) 404 (129,323) 170,740 Cash and cash equivalents, beginning of year 525,967 315,974 700,965 1,236 1,544,142 1,373,402 Cash and cash equivalents, end of year $ 425,678 _$ 329,484 $ 658,017 $ 1,640 $ 1,414,819 $ 1,544,142 67 AGENCY FUNDS Agency funds are used to account for assets held by the government as an agent for individuals, private organizations, other governments and/or other funds. DEA Task Force - to account for assets and liabilities received from the DEA task force that are to be distributed to other participating entities. Stars Center Escrow — to account for investments held on -behalf of the Dallas Stars until the bond issuance is retired. CITY OF EULESS, TEXAS COMBINING BALANCE SHEET SEPTEMBER 30, 2000 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1999 DEA Stars Task Center Force Total Escrow Fund 2000 1999 Assets: Deposits and investments $ 1,995,068 $ 8,588 $ 2,003,656 $ 25,491 Total assets $ 1,995,068 $ 8,588 $ 2,003,656 $ 25,491 Liabilities and Fund Balance: Due to other entities $ 1,995,068 $ $ 1,995,068 $ Due to other governments 8,588 8,588 25,491 Total liabilities $ 1,995,068 $ 8,588 $ 2,003,656 $ 25,491 68 CITY OF EULESS, TEXAS AGENCY FUNDS STATEMENTS OF CHANGES IN ASSETS AND LIABILITIES YEAR ENDED SEPTEMBER 30, 2000 Balance Balance September 30, September 30, 1999 Additions Deletions 2000 STARS CENTER ESCROW Assets: Investments at market $ - $ 1,995,068 $ $ 1,995,068 Liabilities: Due to other entities DEA TASK FORCE FUND: $ - $ 1,995,068 $ $ 1,995,068 Assets: Deposits and investments $ 25,491 $ $ 16,903 $ 8,588 Liabilities: Due to other governments $ 25,491 $ $ 16,903 $ 8,588 69 GENERAL FIXED ASSETS ACCOUNT GROUP To account for fixed assets not used in proprietary fund operations. CITY OF EULESS, TEXAS COMPARATIVE SCHEDULE OF GENERAL FIXED ASSETS - BY SOURCE SEPTEMBER 30, 2000 AND 1999 2000 1999 General fixed assets: Land $ 4,776,274 $ 3,826,944 Buildings 18,187,761 8,795,947 Improvements other than buildings 4,273,166 4,162,919 Construction in progress 3,845,482 2,030,000 Machinery and equipment 8,228,047 7,726,637 Total general fixed assets $ 39,310,730 $ 26,542,447 Investment in general fixed assets by source: General fund $ 8,178,645 $ 7,991,971 Special revenue funds 6,323,031 6,148,028 Capital projects funds 24,809,054 12,402,448 Total investment in general fixed assets $ 39,310,730 $ 26,542,447 70 CITY OF EULESS, TEXAS SCHEDULE OF GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY SEPTEMBER 30, 2000 Function and Activity General government Public safety Culture and recreation Highways and streets Construction -in -progress Total General Fixed Assets Land Buildings $ 3,027,451 $ 2,422,165 234,325 1,315,968 1,514,498 14,449,628 3,845,482 $ 4,776,274 $ 22,033,243 Improvements Other than Buildings $ 2,443,314 36,758 1,793,094 Machinery and Equipment $ 3,496,438 3,574,736 822,523 334,350 $ 4,273,166 $ 8,228,047 Total $ 11,389,368 5,161,787 18,579,743 334,350 3,845,482 $ 39,310,730 71 CITY OF EULESS, TEXAS SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY YEAR ENDED SEPTEMBER 30, 2000 General Fixed General Fixed Assets Assets Function September 30, Additions September 30, and Activity 1999 and Transfers Deletions 2000 General government $ 11,202,694 $ 186,674 $ $ 11,389,368 Public safety 4,986,784 175,003 5,161,787 Culture and recreation 7,988,619 10,903,110 311,986 18,579,743 Highways and streets 334,350 334,350 Construction -in -progress 2,030,000 1,815,482 3,845,482 $ 26,542,447 $ 13,080,269 $ 311,986 $ 39,310,730 72 s-t ix-c‘s-vxcisa. seclosi ktiratidlted) CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION LAST TEN FISCAL YEARS (Unaudited) Table 1 General Fiscal Govern- Public Culture- Debt Year ment Safety Streets Recreation Service Other Total 1991 $ 1,560,800 $ 5,723,750 $ 507,226 $ 1,231,257 $ 1,772,314 $ 1,208,755 $ 12,004,102 1992 2,020,872 5,616,915 454,150 1,348,652 1,617,947 946,839 12,005,375 1993 2,054,992 5,968,815 487,759 1,397,600 1,683,671 965,820 12,558,657 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 ✓ ✓ ,/ 4 I,cl"iV V Note: Includes General Fund and Debt Service Fund. �,r i tt 1- 73 CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL REVENUES BY SOURCE LAST TEN FISCAL YEARS (Unaudited) Table 2 Interest Licenses Inter- Charges Income Fiscal and govem- for Fines and Other Year Taxes Permits mental Service and Fees Revenues Total 1991 $ 9,262,024 $ 237,400 $ 91,064 $ 54,399 $ 971,875 $ 740,796 $ 11,357,558 1992 9,550,034 210,525 46,405 64,601 1,291,629 448,765 11,611,959 1993 10,274,743 312,660 54,797 59,042 1,353,196 413,151 12,467,589 1994 10,847,785 364,617 227,464 81,311 1,592,194 420,641 13,534,012 1995 11, 362, 414 420,624 50,912 88,036 1,941,505 916,167 14, 779, 658 1996 12,049,604 459,553 84,447 102,669 2,233,554 1,087,365 16,017,192 1997 12,733,372 530,525 192,742 89,102 2,337,343 1,268,495 17,151,579 1998 13,187,156 396,811 258,663 93,175 2,671,187 1,262,289 17,869,281 1999 13, 800,144 448,751 557,246 101,705 3,349,742 580,572 18, 838,160 2000 15,255,770 550,356 602,417 102,096 3,452,010 1,354,752 21,317,401 Note: Includes General Fund and Debt Service Fund. 74 CITY OF EULESS, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS (Unaudited) Table 3 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 1991 $ 5,717,223 $ 5,586,764 97.72% $ 106,503 $ 5,693,267 99.58% $ 349,226 6.11% 1992 5,889,411 5,765,733 97.90% 147,498 5,913,231 100.40% 577,695 9.81% 1993 5,943,537 5,880,688 98.94% 73,853 5,954,541 100.19% 239,370 4.03% 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% Source: Tarrant County Tax Assessor/Collector 75 CITY OF EULESS, TEXAS ASSESSED AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS (Unaudited) Table 4 Ratio of Total Assessed Real Property Personal Property ' Total to tsnmatea Estimated Fiscal Assessed Actual Assessed Actual Assessed Actual Actual Year Value Value Value Value Value Value Value 1991 $ 1,050,436,076 $ 1,050,436,076 $ 108,768,428 $ 108,768,428 $ 1,159,204,504 $ 1,159,204,504 100% 1992 872,811,737 872,811,737 127,990,604 127,990,604 1,000,802,341 1,000,802,341 100% 1993 835,211,175 835,211,175 137,913,007 137,913,007 973,124,182 973,124,182 100% 1994 818,330,766 818,330,766 147,978,520 147,978,520 966,309,286 966,309,286 100% 1995 908,760,987 908,760,987 166,784,893 166,784,893 1,075,545,880 1,075,545,880 100% 1996 955,692,304 955,692,304 172,885,117 172,885,117 1,128,577,421 1,128,577,421 100% 1997 1,009,997,060 1,009,997,060 185,673,796 185,673,796 1,195,670,856 1,195,670,856 100% 1998 1,093,894,921 1,093,894,921 182,729,883 182,729,883 1,276,624,804 1,276,624,804 100% 1999 1,198,361,587 1,198,361,587 197,169,731 197,169,731 1,395,531,318 1,395,531,318 100% 2000 1,307,137,899 1,307,137,899 194,966,019 194,966,019 1,502,103,918 1,502,103,918 100% Source: Tarrant Appraisal District 76 CITY OF EULESS, TEXAS PROPERTY TAX RATES ALL DIRECT AND OVERLAPPING GOVERNMENTS PER $100 OF ASSESSED VALUE LAST TEN FISCAL YEARS (Unaudited) Table 5 Fiscal Junior Year City (1) School (2) County (3) Hospital (3) College (3) Total 1991 0.5408500% 1.1300% 0.196000% 0.177500% 0.034700% 2.0790500% 1992 0.5685000% 1.3200% 0.236800% 0.205800% 0.038400% 2.3695000% 1993 0.5985637% 1.5050% 0.277100% 0.229100% 0.043292% 2.6530557% 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% 0.239840% 0.055460% 2.7023630% 1997 0.5449800% 1.6063% 0.264000% 0.234070% 0.057690% 2.7069970% 1998 0.5247540% 1.6063% 0.264836% 0.234070% 0.106400% 2.7363170% 1999 0.5147540% 1.6063% 0.264836% 0.234070% 0.106400% 2.7263600% 2000 0.5147540% 1.6775% 0.274785% 0.234070% 0.106410% 2.8075190% 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 77 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 6 Net Bonded Net Estimated Net Debt to Bonded Fiscal Population Assessed General Assessed Debt Per Year (1) Value (2) Debt (3) Value Capita 1991 38,369 $ 1,159,204,504 $ 11,521,321 0.99% 300 1992 38,760 1,000,802,341 11,281,740 1.13% 291 1993 38,778 973,124,182 11,321,467 1.16% 292 1994 39,650 966,309,286 10,277,666 1.06% 259 1995 39,750 1,075,545,880 9,117,594 0.85% 229 1996 40,850 1,128,577,421 13,366,586 1.18% 327 1997 41,300 1,195,670,856 12,026,586 1.01% 291 1998 42,900 1,276,624,804 16,081,586 1.26% 375 1999 44,700 1,395,531,318 14,651,586 1.05% 328 2000 45,500 1,502,103,918 36, 818, 796 2.45% 809 (1) Estimates by North Central Texas Council of Governments as of January 1, 2000. (2) Tarrant Appraisal District (3) Includes General Obligation Bonds and Certificates of Obligation. 78 CITY OF EULESS, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT SEPTEMBER 30, 2000 (Unaudited) Table 7 Percentage Amount Applicable Applicable Net Debt to City to City Jurisdiction Outstanding of Euless of Euless City of Euless $36,818,796 100.00% $36,818,796 Grapevine-Colleyville Independent School District 263,293,391 2.12% 5,581,820 Hurst -Euless -Bedford Independent School District 251,391,312 26.79% 67,347,732 Tarrant County 127,305,000 2.72% 3,462,696 Tarrant County Hospital County 15,176,830 2.72% 412,810 Tarrant County Junior College District 92,795,668 2.72% 2,524,042 Total direct and overlapping debt $786,780,997 $116,147,896 Ratio of direct and overlapping bonded debt to taxable assessed valuation 7.73% Per capita direct and overlapping bonded debt $2,553 79 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 8 Ratio of Debt Service Interest to and Total Total General Fiscal Fiscal Debt General Expendi- Year Principal Charges Service Expenditures tures 1991 $ 804,572 $ 967,742 $ 1,772,314 $ 12,004,102 14.76% 1992 765,000 852,947 1,617,947 12,005,375 13.48% 1993 855,000 828,671 1,683,671 12,558,657 13.41% 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% 80 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE WATER AND SEWER BONDS LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 Gross Revenue (1) $ 7,796,635 8,342,993 9,615,195 9,278,791 9,348,238 10, 579, 366 10,605,353 11, 830,802 11,909,011 13,558,051 Direct Operating Expenses (2) & (3) $ 6,314,851 7,127, 092 7,391,235 7,359,988 7,588,129 8,177, 311 8,014,504 9,780,792 9,288,622 9,765,239 Table 9 Net Revenue Interest Available and for Debt Fiscal Services Principal Charges Total $ 1,481,784 $ 290,000 $ 312,925 $ 602,925 2,46 1,215,901 335,000 199,341 534,341 2.28 2,223,960 305,000 185,808 490,808 4.53 1,918,803 325,000 199,875 524,875 3.66 1,760,109 335,000 183,430 518,430 3.40 2,402,055 365,000 170,205 535,205 4.49 2,590,849 370,000 151,480 521,480 4.97 2,050,010 395,000 128,040 523,040 3.92 2,620,389 385,000 107,325 492,325 5.32 3,792,812 415,000 62,856 477,856 7.94 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. Coverage Ratio 81 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE DRAINAGE UTILITY BONDS LAST EIGHT FISCAL YEARS (Unaudited) Table 10 Net Direct Revenue Interest Gross Operating Available and Fiscal Revenue Expenses for Debt Fiscal Coverage Year (1) (2) Services Principal Charges Total Ratio 1993 $ 371,241 $ 65,326 $ 305,915 $ 25,000 $ 142,552 $ 167,552 1.83 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 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. 82 CITY OF EULESS, TEXAS DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS (Unaudited) Table 11 Per Capita School Unemployment Fiscal Population Income Enrollment Rate Year (1) (2) (3) (4) 1991 38,369 $ 19,382 18,707 7.0% 1992 38,760 20,293 18,720 7.4% 1993 38,778 20,303 18,981 5.6% 1994 39,650 20,601 19,236 5.1% 1995 39,750 20,750 19,235 4.7% 1996 40,850 22,223 19,205 3.3% 1997 41,300 22,690 19,400 3.5% 1998 42,900 22,962 19,500 2.4% 1999 44,700 23,743 19,500 2.1% 2000 45,500 23,762 19,500 2.2% Notes: 1. Estimates by North Central Texas Council of Governments as adjusted for 1990 census data. 2. Estimates by City Economic Development and Southwest Statistical Data 3. Hurst -Euless -Bedford Independent School District 4. Texas Workforce Commission CITY OF EULESS, TEXAS PRINCIPAL TAXPAYERS SEPTEMBER 30, 2000 (Unaudited) Table 12 2000 Percentage Assessed of Total Type of Valuation Assessed Taxpayer Business (1) Valuation Southwestern Bell Telephone Company Telephone Utility $ 35,283,500 2.35% Bear Creek Apartments, Inc. Apartments 30,541,000 2.03% Saluda Apartments, L.P. Apartments 29,983,671 2.00% Southwest Properties Apartments 26,115,780 1.74% Somerset Village Partners, LP Apartments 20,199,262 1.34% TU Electric Electric Utility 18,931,140 1.26% Western Rim Investors Land 18,500,000 1.23% Buca 360 LP Apartments 14,615,326 0.97% Bear Creek Norstar USA Apartments 13,533,010 0.90% The Bear Creek Apartments Apartments 13,278,212 0.88% $ 220,980,901 14.70% Note 1: Tarrant Appraisal District 84 CITY OF EULESS, TEXAS PROPERTY VALUE AND CONSTRUCTION LAST TEN FISCAL YEARS (Unaudited) Table 13 Construction (1) Property Number Fiscal Value of Year (2) Permits Value 1991 $ 1,159,204,504 289 $ 17,505,423 1992 1, 000, 820, 341 276 16,126, 487 1993 1,102,146,265 331 21,224,743 1994 1,117,816,828 360 21,437,599 1995 1, 223, 919, 265 373 34, 020, 060 1996 1,256,556,148 391 22,907,680 1997 1, 279, 463, 828 351 92, 300, 851 1998 1, 440, 732, 524 293 1,586,997 1999 1, 571, 329, 201 244 28, 267, 792 2000 1,696,859,200 186 60,615,889 Notes: 1. City Records 2. Tarrant Appraisal District CITY OF EULESS, TEXAS COMPUTATION OF LEGAL DEBT MARGIN SEPTEMBER 30, 2000 (Unaudited) Article XI, Section 5 of the State of Texas Constitution states in part: Table 14 "... 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 2000 was established at $.514754 per $100 of assessed valuation on 100% of appraised value. 86 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 2000 (Unaudited) Table 15 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 352 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 3 Ampitheater 2 Conference center 1 Golf course 1 Athletic fields 24 Ice Rinks 2 Library materials: Books Other media 76,127 8,439 Education: Elementary Schools 7 Junior High Schools 2 High School 1 87 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 2000 (Unaudited) Table 15 City Water and Sewer service: Water Service: Number of Customers 21,588 Maximum daily capacity available from Trinity River Authority 29,000,000 Maximum daily capacity from City water wells 4,782,000 Total daily capacity 33,782,000 Maximum daily consumption 15,750,000 Average daily consumption 7,551,000 Water mains 160 miles Fire hydrants 1,190 Sewer Service: Average daily flow of wastewater 4,087,602 Number of customers 20,858 Sewer mains 139 miles Streets: Improved State highways 157 miles 17.2 miles 88