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HomeMy WebLinkAboutFY 2005 Comprehensive Annual Financial Reporti Li THE CITY OF EULESS ceity/ 4c-xae,s, 3/wan/dal cJiiscae �eaiv � nclinf Sopi,e4n4viv 30, 2005 c9t2rcuat City of Euless, Texas Comprehensive Annual Financial Report Fiscal Year Ending September 30, 2005 Prepared by City of Euless Financial Department 201 North Ector Drive Euless, TX 76039 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2005 TABLE OF CONTENTS INTRODUCTORY SECTION Page(s) Letter of transmittal i-v City officials vii GFOA certificate of achievement viii Organizational chart ix FINANCIAL SECTION Independent Auditor's Report 1-2 Management's Discussion and Analysis (unaudited) 3-13 Basic Financial Statements: Government -wide Financial Statements: Statement of Net Assets 14 Statement of Activities 15 Fund Financial Statements: Governmental Funds: Balance Sheet 16 Reconciliation of the Governmental Funds Balance sheet to Statement of Net Assets 17 Statement of Revenues, Expenditures and Changes in Fund Balances 18 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities 19 Proprietary Funds: Statement of Net Assets 20-21 Statement of Revenues, Expenses and Changes in Fund Net Assets 22 Statement of Cash Flows 23-24 Fiduciary Funds: Statement of Fiduciary Net Assets 25 Notes to basic financial statements 26-47 Required Supplementary Information: Schedule of Funding Progress for Participation in Texas Municipal Retirement System 48 Budgetary Comparison Schedules 49-51 Notes to Required Supplementary Information 52 Combining and Individual Fund Statements and Schedules: Non -major Governmental Funds: Combining Balance Sheet 55-56 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 57-58 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2005 TABLE OF CONTENTS - continued Page(s) Combining and Individual Fund Statements and Schedules - continued Schedule of Revenues, Expenditures and Changes in Fund Balances — Budget and Actual: Hotel/motel Special Revenue Fund 59 Police Drug Enforcement Special Revenue Fund 60 Half -penny Sales Tax Special Revenue Fund 61 DEA Task Force Special Revenue Fund 62 Crime Control and Prevention District Special Revenue Fund 63 Public Safety Grant Funds - Special Revenue Funds 64 Non -major Proprietary Funds: Combining Balance Sheet 66-67 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets 68 Combining Statement of Cash Flows 69 Internal Service Funds: Combining Statement of Net Assets 71 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets 72 Combining Statement of Cash Flows 73 Fiduciary Funds: Statement of Changes in Assets and Liabilities 75 STATISTICAL SECTION (Unaudited) Table Page(s) Government -wide expenses by function 1 76-77 Government -wide revenues by function 2 76-77 General governmental expenditures by function 3 78 General governmental revenues by source 4 79 Property tax levies and collections 5 80 Assessed and estimated actual value of taxable property 6 81 Property tax rates - all direct and overlapping governments per $100 of assessed value 7 82 Ratio of net general bonded debt to assessed value and net bonded debt per capita 8 83 Computation of direct and overlapping debt 9 84 Ratio of annual debt service expenditures for net general bonded debt to total general expenditures 10 85 Schedule of revenue bond coverage - Water and Sewer Bonds 11 86 Schedule of revenue bond coverage - Drainage Utility Bonds 12 87 Demographic statistics 13 88 Principal taxpayers 14 89 Property value and construction 15 90 Computation of legal debt margin 16 91 Miscellaneous statistics 17 92-93 INTRODUCTORY SECTION THE CITY OF EULESS January 19, 2006 To the Honorable Mayor, Members of the City Council, and Citizens of the City of Euless, Texas We are pleased to submit the Comprehensive Annual Financial Report for the City of Euless, Texas for the fiscal year ended September 30, 2005. This report fulfills the requirements of state law and the City's home rule charter which require that the City publish audited financial statements within 120 days from the close of the fiscal year. Management assumes full responsibility for the completeness and reliability of the information contained in this report, based upon a comprehensive framework of internal control that it has established for this purpose. Because the cost of internal control should not exceed anticipated benefits, the objective is to provide reasonable, rather than absolute, assurance that the financial statements are free of any material misstatements. Weaver and Tidwell, L.L.P., a firm of licensed certified public accountants, have issued an unqualified ("clean") opinion on the City of Euless' financial statements for the year ended September 30, 2005. The independent auditor's report is located at the front of the financial section of this report. Management's discussion and analysis (MD&A) immediately follows the independent auditor's report and provides a narrative introduction, overview, and analysis of the basic financial statements. The letter of transmittal is designed to complement and should be read in conjunction with the MD&A. Profile of the City of Euless, Texas The City of Euless is located 16 miles west of Dallas and 16 miles east of Fort Worth and adjacent to the Dallas/Fort Worth International Airport in Northeast Tarrant County. Euless is readily accessible by State Highway 183 which runs east/west through the center of the city, State Highway 121 which borders the west side of the City and State Highway 360 which borders the east side of the City. The City is approximately 16.9 square miles and serves a population of approximately 50,000. The City of Euless was incorporated February 24, 1953 and is a home rule city operating under a Council/Manager form of government. The Council is comprised of the Mayor 201 N. Ector Drive, Euless, Texas 76039-3595 817/685-1400 • Metro 817/67-4403 • Fax 817/685-1416 www.ci.euless.tx.us and six Council members, who enact local legislation, adopt budgets, determine policies, and appoint the city secretary, city attorney, and judge of the municipal court. The City Manager is appointed by the City Council and is responsible for carrying out policies and for the daily management of the City. Council members serve three-year staggered terms, with two council members elected each year. The mayor is elected to serve a three-year term. The City of Euless provides a full range of services, including police and fire protection, emergency ambulance service, development and code services, construction and maintenance of streets and highways, recreational opportunities, water and sewer services, and library services. The City also offers a top ranked golf facility, and a softball and athletic complex. The financial statements of the City include two component units because of their fiscal dependency of the primary government. The Euless Development Corporation was created to promote parks, library services and economic development. The Crime Control District was created to proactively combat crime. Additional information on these component units can be found in Note 1 in the notes to the financial statements. The annual budget serves as the foundation for the City of Euless' financial planning and control. According to the City charter, the City Manager provides the City Council a budget by August 1st each year. The budget is filed with the City Secretary and open for public inspection. Upon receipt of the budget, the Council sets a date for a public hearing at which time interested citizens may express their opinion regarding the proposed budget. The charter requires the Council to adopt the budget by a favorable majority vote at least 10 days prior to the beginning of the next fiscal year. The City Manager is authorized to transfer budgeted amounts between line items and departments within any fund; however, any revisions that alter the total eNpenditure of any fund must be approved by the City Council. Budgetary control has been established at the individual fund level. Financial reports are produced showing budget to actual expenditures by line item, and are distributed monthly to City departments and divisional management for review. Personnel expenditures are monitored and controlled at a position level and capital expenditures are monitored and controlled item by item. Revenue budgets are reviewed monthly. Economic Condition The information presented in the financial statements is perhaps best understood when it is considered from the broader perspective of the specific environment within which the City of Euless operates. Local Economy The City of Euless is located in the heart of the DFW metroplex and adjacent to the DFW International Airport. Thus, the economic vitality of the region significantly impacts the ii economic health of Euless. DFW is the world's third -busiest airport offering nearly 1,800 flights per day and serving 57 million passengers a year. Tarrant County is one of the fastest growing counties in Texas, and N.E. Tarrant County leads the way. DFW is the largest metropolitan area in Texas and has sustained tremendous growth during the past decade. DFW International Airport provides in excess of 200,000 jobs and $11 billion to the regional economy. DFW has a highly -diversified economy with more than 128,000 business and 1,500 regional and corporate headquarters. (U.S. Census Bureau County Business Patterns) The Alliance development in North Fort Worth which includes an industrial airport has attracted over 130 companies and created over 20,000 jobs for the area. This area has plenty of land available for development and is expected to continue to bring significant investment to the region. The Euless housing market for both residential and multi -family remained at near record levels in FY2005. Property values have continued to grow at above average rates. Taxable value for all residential and commercial property in the City of Euless was approximately $2.18 billion for fiscal year 2005, which is a 5.6% increase over the prior year. Sales tax collections continued to improve during FY2005 with significant development still in process that will continue to improve our retail shopping opportunities. The City also receives a significant amount of revenues from a consolidated rental car facility at DFW airport. During FY2005, car rental receipts recovered to pre-2001 levels for the first time. The City Council has chosen to use this funding source to build reserves and to cash flow capital projects in lieu of debt issuance. This has allowed the City to refrain from becoming overly dependent on a volatile resource while providing for needed improvements for our Citizens. The City of Euless has approximately 1213 acres of undeveloped land outside of DFW airport and another 600-900 developable acres within DFW airport. Euless is actively working with two developers on major commercial tracts within the City. These two developments are expected to add approximately 1 million square feet of commercial/retail development to Euless. Euless is pleased that State Highway 360, which lies of the eastern border of the City is nearing completion and provides greater access for undeveloped areas along this highway. Also, the announcement that the Dallas Cowboys will be relocating their stadium to Tarrant County, with a close proximity to Euless, is expected to bring additional tourism to our City. Long-term financial planning The City of Euless has developed a comprehensive capital improvements document as well as a multi -year financial plan. This strategic planning has allowed the City Council iii to fund several major infrastructure upgrades, park enhancements and capital purchases in a systematic manner with full consideration of the impact to the operating budget and tax requirements. Many of these projects have been completed on a pay as you go basis by utilizing the car rental receipts and avoiding additional debt. Major initiatives During the upcoming year, the City will be completing the reconstruction of Pipeline Road, which is the last project in the 1998 voter approved, general obligation bonds. Glade Road, which is being jointly reconstructed by the City of Euless and the City of Grapevine, will also be underway during FY2006. With the completion of these projects, Euless will have completed the renovation of the majority of the major thoroughfares in the City. The City is currently working with a developer of a major retail center located at Glade Road and Hwy 121. This center, expected to be under construction in 2006, should provide approximately 385,000 square feet of retail shops and restaurants. The City expects that the sales tax benefit from this center will be significant. In addition, another development on the west side of 121 will provide approximately 800,000 square feet of commercial and retail development. This project is expected to go under construction in 2007. On the expenditure side, the City has embarked on a three year plan to add additional firefighter/paramedics sufficient to begin service of an additional ambulance. Phase I hiring has been completed with Phase II budgeted for FY2006. The final phase is expected to be funded in FY2007. This phased approach has allowed the City to provide this needed service without an increase to the City's tax rate. The City is nearing completion of planned facility improvements. Building B, which houses Finance, Human Resources and Utility Billing, is currently under construction and the Public Works facility is under design, with construction to begin by mid-2006. Both projects will be funded from reserves and will not require any debt issuance. The completion of these two projects will complete the current Facility Plan, and provide adequate facilities for Euless well into the future. Awards and Acknowledgements The Government Finance Officers Association (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Euless for its comprehensive annual financial report (CAFR) for the fiscal year ended September 30, 2004. This was the 18t consecutive year that the City has received this prestigious award. In order to be awarded a Certificate of Achievement, the City published an easily readable and efficiently organized CAFR. This report satisfied both generally accepted accounting principals and applicable legal requirements. iv A Certificate of Achievement is valid for a period of one year only. We believe that our current CAFR continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. In addition, the City of Euless also received the GFOA's Distinguished Budget Presentation Award for its annual budget document dated August 31, 2004. This is the 14th consecutive year that the City has received this prestigious award. In order to qualify for the Distinguished Budget Presentation Award, the City's budget document was judged to be proficient in several categories, including as a policy document, a financial plan, an operations guide, and a communications device. The preparation of this report would not have been possible without the efficient and dedicated services of the entire staff of the Finance Department. We would like to express our appreciation to all members of the department who assisted and contributed to the preparation of this report. We would like to thank the Mayor and members of the City Council for their interest and support in planning and conducting the financial operations of the City in a responsible and professional manner. Respectfully Submitted, LoSretta Getchell, Assistant City Manager v CITY OFFICIALS MARY LIB SALEH, MAYOR CARL TYSON, COUNCIL MEMBER PLACE ONE LEON HOGG, COUNCIL MEMBER PLACE TWO LINDA MARTIN, COUNCIL MEMBER PLACE THREE CHARLES MILLER, COUNCIL MEMBER PLACE FOUR GLENN PORTERFIELD, COUNCIL MEMBER PLACE FIVE AND MAYOR PRO TEM VEVA LOU MASSEY, COUNCIL MEMBER PLACE SIX JOE HENNIG, CITY MANAGER Gary McKamie, Loretta Getchell, CPA Deputy City Manager Assistant City Manager VI' Certificate of Achievement for Excellence in Financial Reporting Presented to City of Euless, Texas For its Comprehensive Annual Financial Report for the Fiscal Year Ended September 30, 2004 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. a President deOref Executive Director RON YOUNG Ditcctnrof Public Works Streets Water WnatcRatcr Aninnl Connnl Meter Reading Consl. M,gmt. BOB MCI:ARLAND City Attorney RAY MCDONALD (Nestor of Pairs C:ommoaity Services SUSAN CRIM City Secrete LEE KOONTZ Fire Clad MAYOR and COUNCIL JOE HENNIG City Mang GARY MCKAMIE Deputy City Manager k BOB Suppression...'' .,.�.. Ambulancef MS CtiatM Invcsst. City Engineer Rei ri ation Fine Edw..& preventSrraiec in Parma Fire 1ldushall Crnxntnnieations Special Events Emergency Mgrnt. common,' at Tczaa Star Jail Sta,Center Engineering So_b 1I wpm at COS'�7On • Texas Star cm Mgmt. Traffic Safety Drainage LORETTA r.ETCHELL Assistant City I Ni.nogcr Accounting Utility Billing Budget Municipal Court Cash Deb. Mfpnl• info. ServittS Purchasing Burnam Res+urccs RisldRcncfitt: LACY BRffTEN of Ite'ecr3 Municipal Court kturricipal Court Judge KYLE MCA•AMS Fleet & Fxilnics .A ra/lisaemr BILL RIDGWAY Dircttnr of Economic Dc loptnent Economic Dev. Fmncbises Recycling MIKE COLLINS Dirtttar of Planning & Dcs-alopment .tt Planning Code Frcforrcmrnt Enw<iron. Health Rldg.1nspecriane JOANN ROGERS Library Adninisu•ator 1 BETSY BOY C teem, Mart tieg Manner ,041,1 GLENDA HARTSELL- SHiELTOtd Gcnaul Mgr. Texas Sear FINANCIAL SECTION IKMVi I u i i WEAVER TIDWELL L.L.P. CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS DALLAS Three &Weil Plaza 1222/ Merit Drive Suite 1400 U,tllr,s, Tixas 75251-2280 972.490. 1970 7 972.702.8321 FORT WORTH 1600 West Seventh Street Sttite .300 l— Fort W n th. Tixes 76102.2506 I` 8/7.3.32.7905 l' 817.429. 5936 W W W.WEAVERANDTIDWELL.COM AN INDEPENDENT MEMBER OF BAKER TILLY INTERNATIONAL INDEPENDENT AUDITOR'S REPORT To the Honorable Mayor, City Council and City Manager City of Euless, Texas We have audited the accompanying financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of the City of Euless, Texas as of and for the year ended September 30, 2005, which collectively comprise the City's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the City's management. Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and Govemment 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 financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business -type activities, each major fund, and the.aggregate remaining fund information of the City of Euless, Texas as of September 30, 2005, and the respective changes in financial position and cash flows, where applicable, thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued our report dated December 2, 2005, on our consideration of the City's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. 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. 11 1 To the Honorable Mayor, City Council and City Manager City of Euless, Texas Page 2 The management's discussion and analysis, the analysis of funding progress and budgetary comparison information on pages 3 through 13 and 49 through 52, are not a required part of the basic financial statements but are supplementary information required by accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods of measurement and presentation of the supplementary information. However, we did not audit the information and express no opinion on it. Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City's basic financial statements. The introductory section, combining and individual nonmajor fund financial statements, and statistical tables are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual nonmajor fund financial statements have been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, are fairly stated in all material respects in relation to the basic financial statements taken as a whole. The introductory section and statistical tables have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we express no opinion on them. 4).p4 c a,sd , Fort Worth, TX December 2, 2005 CITY OF EULESS, TEXAS Management's Discussion and Analysis For the Year Ended September 30, 2005 (Unaudited) As management of the City of Euless, we offer readers of the City's financial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended September 30, 2005. We encourage readers to consider the information presented here in conjunction with the additional information that we have furnished in our letter of transmittal, which can be found on pages i-v of this report. Financial Highlights • The assets of the City of Euless exceeded its liabilities at the close of the most recent fiscal year by $132,446,933 (Net assets). Of this amount, $33,343,339 (unrestricted net assets) may be used to meet the government's ongoing obligations to citizens and creditors. • As of the close of the current fiscal year, the City of Euless' governmental funds reported combined ending fund balances of $28,913,951, an increase of $751,814 in comparison with the prior year. Approximately 88% of this total amount is available for spending at the government's discretion (unreserved fund balance). • At the end of the current fiscal year, unreserved fund balance for the general fund was $6,363,113 or 29% of total general fund expenditures. • The City's total capital assets increased by $6,383,996, which is primarily attributed to street infrastructure. • The City's bonds payable increased by $3,298,387 or 5%. The decrease was due to regularly scheduled bond payments and savings from a bond refinancing. OVERVIEW OF THE FINANCIAL STATEMENTS The discussion and analysis are intended to serve as an introduction to the City of Euless' basic financial statements. The City's basic financial statements are comprised of three components: 1) government -wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government -wide financial statements. The government -wide financial statements are designed to provide readers with a broad overview of the City of Euless' finances, in a manner similar to a private -sector business. The statement of net assets presents information on all of the City of Euless' assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the City of Euless is improving or deteriorating. 3 The statement of activities presents information showing how the City's net assets changed during the fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g., uncollected taxes and earned but unused compensated absences). Both of the government -wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business -type activities). The governmental activities of the City include general government, public safety, highway and streets, development, and culture and recreation. The business -type activities of the City include water and sewer, drainage system, golf course and other recreational activities. The government -wide financial statements include not only the City of Euless itself (known as the primary government), but also includes the Euless Development Corporation and the Crime Control District, which are legally separate but financially accountable to the City. A blended presentation has been used to report the financial information of these component units. The government -wide financial statements can be found on pages 14-15 of this report. Fund Financial Statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City of Euless, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. All of the funds of the City can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental Funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government -wide financial statements. However, unlike the government -wide financial statements, governmental fund financial statements focus on near -term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near -term financing requirements. Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government - wide financial statements. By doing so, the reader may better understand the long-term impact of the government's near -term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and 4 changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains 17 individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the General, Debt Service, Street CIP, and Car Rental Tax funds, all of which are considered to be major funds. Data from the other 13 governmental funds are combined into a single, aggregate presentation. Individual fund data for each of these nonmajor governmental funds is provided in the form of combining statements elsewhere in this report. The City adopts an annual appropriated budget for its general fund and car rental tax fund. A budgetary comparison schedule has been provided for both funds to demonstrate compliance with this budget. The basic governmental fund financial statements can be found on pages 16-19 of this report. Proprietary funds. The City maintains two different types of proprietary funds. Enterprise funds are used to report the same functions presented as business -type activities in the government -wide financial statements. The City uses enterprise funds to account for its water and sewer, drainage, golf, and several other recreation activities. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City's various functions. The City uses internal service funds to account for its equipment replacement, risk management, and health insurance. Because these services predominately benefit governmental rather than business type functions, they have been included within governmental activities in the government -wide financial statements. Proprietary funds provide the same type of information as the government -wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for water and sewer, drainage, and golf, all of which are considered to be major funds. Data from the other recreation activities are combined into a single, aggregate presentation. Individual data for each of these nonmajor enterprise funds is provided in the form of combining statements elsewhere in this report. The internal service funds are combined into a single, aggregate presentation in the proprietary fund financial statements. Individual data for the internal service funds is provided in the form of combining statements elsewhere in this report. The basic proprietary fund financial statements can be found on pages 20-24 of this report. Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary funds are not reflected in the government -wide financial statements because the resources of those funds are not available to support the 5 City's own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The basic fiduciary fund financial statements can be found on page 25 of this report. Notes to the financial statements. The notes provide additional information that is essential to a full understanding of the data provided in the government -wide and fund financial statements. The notes to the financial statements can be found on pages 26-47 of this report. Other information. In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information concerning the City's progress in funding its obligation to provide pension benefits to its employees. Required supplementary information can be found on page 48-52 of this report. The combining statements referred to earlier in connection with nonmajor governmental funds, nonmajor proprietary funds and internal service funds are presented immediately following the required supplementary information on pensions. Combining and individual fund statements and schedules can be found on pages 55-75 of this report. Government -wide Financial Analysis As noted earlier, net assets may serve over time as a useful indicator of a government's financial position. As of September 30, 2005, the City of Euless' assets exceeded liabilities by $132,446,933. The largest portion of the City's net assets (74%) reflects its investment in capital assets (e.g., land, building, equipment, improvements, construction in progress, and infrastructure), less any debt used to acquire those assets that is still outstanding. The City uses these capital assets to provide services to citizens; consequently these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. An additional portion of the City's net assets (1%) represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net assets ($33,343,339) may be used to meet the government's ongoing obligations to citizens and creditors. As of September 30, 2005, the City is able to report positive balances in all three categories of net assets, for the government as a whole, as well as for its separate governmental and business -type activities. The same situation held true for fiscal year 2004. 6 City of Euless' Net Assets Current and other assets Capital assets Total assets Long-term liabilities outstanding Other liabilities Total liabilities Net assets: Invested in capital assets, net of related debt Restricted Unrestricted Total net assets Governmental activities 2005 2004 $ 42,539,641 $ 41,953,713 91,210,367 88,814,345 133, 750, 008 130, 768, 058 52,895,349 55,703,242 12, 226, 680 12, 370, 498 65,122,029 68,073,740 Business -type activities 2005 2004 $ 19,422,669 $19,738,892 64,301,430 60,313,460 83,724,099 80,052,352 15, 686,149 16, 264, 817 4,218,996 3,597,824 19,905,145 19,862,641 Total 2005 2004 $ 61,962,310 $ 61,692,605 155,511,797 149,127,805 217,474,107 210,820,410 68,581,498 71,968,059 16, 445, 676 15, 968, 322 85,027,174 87,936,381 49,659,438 46,733,074 47,988,447 43,283,643 97,647,885 90,016,717 1,455,709 1,304,226 - 1,455,709 1,304,226 17,512,832 14,657,018 15,830,507 16,906,068 33,343,339 31,563,086 $ 68,627,979. $ 62,694,318 $ 63,818,954 $ 60,189,711 $ 132,446,933 $ 122,884,029 The City's total net assets increased by $9,562,904 during the current fiscal year. About 51% of the increase is attributed to developer contribution of infrastructure assets with the remaining portion attributed to ongoing revenues in excess of ongoing expenses. Governmental activities. Governmental activities increased the City's net assets by $5,933,661, thereby accounting for 62% of the total growth in the net assets. Key elements of this increase are as follows: • Property taxes and sales taxes accounted for $973,495 or 16% of this increase. Although the tax rate remained stable, increased property values attributed to additional collections. • Other taxes accounted for $765,247 or 13% of this increase. This is primarily attributed to increased collections of car rental taxes at DFW Airport. • Investment earnings increased $407,602 due to an increase in short-term interest rates. • Governmental activities had an increase in transfers from business type activities due to increased general and administrative charges. • Increased expenses are primarily attributed to personnel cost and increased payments to Dallas and Fort Worth for their share of the DFW revenue sharing agreement. 7 City of Euless' Changes in Net Assets Governmental activities 2005 2004 Revenues: Program revenues: Fees, Fines and Charges for. services $ 5,964,591 $ 5,599,328 Operating grants and contributions 1,302,332 517,307 Capital grants and contributions General revenues: Property taxes 10,777,414 10,233,079 Sales taxes 9,648,979 9,229,819 Other taxes 14,431,288 13,666,041 Investment earnings 870,841 463,239 Contributions from property owners 1,229,401 3,191,097 Gain (loss) on sale/retirement of fixed assets (21,023) 30,811 Miscellaneous 18,208 Total revenues 44,203,823 42,948,929 Expenses Culture and recreation Development services General government Highways and streets Public safety Interest on long-term debt Water & sewer Drainage utility Golf course Other enterprise funds Total expenses Increase in net assets before transfers Transfers Increase in net assets Net assets 10/01/04 Net assets 09/30/05 4,563,029 1,109,177 13, 381, 097 1,739,353 15, 514, 301 2,571,926 38, 878, 883 4,411,726 1,217,794 12, 337, 712 2,398,447 15, 315, 777 2,765,102 38,446, 558 5,324,940 4,502,371 608,721 340,834 5,933,661 4,843,205 62,694,318 57,851,113 $ 68,627,979 $ 62,694,318 Business -type activities 2005 2004 $ 20,674,848 3,308,393 407,468 374,124 24,764,833 13, 227, 562 875,995 3,792,552 2,630,760 20, 526, 869 4,237,964 (608, 721) 3,629,243 60,189, 711 $ 63,818,954 $ 18,943,980 2,850,705 266,240 737,674 22, 798, 599 12, 550, 708 793,358 3,667,537 2,299, 391 19, 310, 994 3,487,605 (340,834) 3,146, 771 57,042,940 $ 60,189,711 Total 2005 $ 26,639,439 1,302,332 3,308,393 10,777,414 9,648,979 14,431,288 1,278,309 1,603,525 (21, 023) 68, 968, 656 4,563,029 1,109,177 13, 381, 097 1,739,353 15, 514, 301 2,571,926 13, 227, 562 875,995 3,792,552 2,630,760 59, 405, 752 9,562,904 9,562,904 122,884,029 $ 132,446,933 2004 $ 24, 543, 308 517,307 2,850,705 10,233,079 9,229,819 13, 666, 041 729,479 3,928,771 30,811 18,208 65,747,528 4,411,726 1,217,794 12,337,712 2,398,447 15,315,777 2,765,102 12,550,708 793,358 3,667,537 2,299,391 57,757,552 Business -type activities. Business -type activities increased the City's net assets by $3,629,243 accounting for the other 38% of the total growth in net assets. Key elements of this increase are as follows: 7,989,976 7,989,976 114,894,053 $ 122,884,029 • Water and sewer revenues increased $977,480 due to increased consumption caused by dry weather conditions and a water rate pass -through of 20¢ per 100 gallons. Other charges for service related to the golf course and special events also increased $755,730, due to favorable weather conditions 8 • Expenses increased due to personnel cost and payments to Trinity River Authority. • The overall increase in net assets from business type activities is primarily attributed to operating income from water and sewer operations, and revenue from developer contributions -for water, sewer and drainage infrastructure. Expenses and Program Revenues — Governmental Activities $20,000,000 - $16,000,000 - $12,000,000 - $8,000,000 - $4,000,000 - $0 ■ Expenses o Program revenues Gen & Culture & Dev Hwy and Public Int on admin rec services streets safety Tong -term debt Expenses and Program Revenue — Business -type Activities $20,000,000 - $16,000,000 - $12,000,000 - $8,000,000 - $4,000,000 - $0 Water & Sew er Drainage Financial Analysis of the Government's Funds Golf ■ Expenses ® Program Revenues Other As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. 9 Governmental funds. The focus of the City's governmental funds is to provide information on near -term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City's financing requirements. In particular, unreserved fund balance may serve as a useful measure of a City's net resources available for spending at the end of the fiscal year. At the end of the current fiscal year, the City of Euless' governmental funds reported combined ending fund balances of $28,913,951, an increase of $751,814 in comparison with the prior year. Approximately 88% constitutes unreserved fund balance, which is available for spending at the government's discretion. The remainder of fund balance is reserved to indicate that it is not available for new spending because it has already been committed 1) to pay debt service ($1,642,766), 2) to pay for specific capital improvements per development agreements ($1,470,156), and 3) for a variety of other restricted purposes ($240,837). In the general fund, the City budgeted for a decrease in fund balance of $856,111, which was primarily used to purchase capital items. This was a planned reduction of excess fund balance to fund "pay as you go" capital expenditures. Due to actual revenue being more than budgeted and actual expenditures being less than budgeted, the actual fund balance for fiscal year 2005 increased by $856,588. The Debt Service fund balance increased $210,515 due to interest savings from a bond refinancing. Street CIP fund balance decreased $637,229 due to infrastructure improvements on several major thoroughfares. The Car Rental fund balance was budgeted to increase $1,452,028. The actual increase was $2,005,842 due to increased collections of car rental taxes. Proprietary funds. The City's proprietary fund statements provide the same type of information found in the government -wide financial statements but in more detail. Unrestricted net assets of the proprietary funds are Water and Sewer - $14,062,808, Drainage Utility - $1,991,124, Golf Course — ($1,576,047), and Other Enterprise Funds - $1,024,499. Water and Sewer and Drainage had increases in 2005 of $3,027,367 and $486,154 respectively. Golf Course and Other Enterprise Funds had decreases of $287,506 and $129,655 respectively. The decrease in the Golf Course net assets is attributed to interest on debt service and depreciation expenses. Capital Asset and Debt Administration Capital assets. The City's investment in capital assets for its governmental and business type activities as of September 30, 2005, amount to $155,511,797 (net of accumulated depreciation). This investment in capital assets includes land, buildings, improvements, machinery and equipment, infrastructure and construction in progress. The total increase in the City's investment in capital assets for the current fiscal year was 4.2% (a 2.6% increase in governmental activities and a 1.6% increase in business -type activities). 10 Major capital asset events during the current fiscal year included the following: • Developer's contributed $1,107,892 in sewer infrastructure, $1,504,911 in water infrastructure, $695,988 in drainage infrastructure, $970,418 in street infrastructure and $290,926 of right of way related to street construction. • Completion of the reconstruction of North Main Street at a total cost of $6,222,178 and additional infrastructure totaling $460,940. • Construction -in -progress additions of $3,924,364 primarily consisted of Pipeline Road ($473,275), Fire Station # 3 ($1,873,265), Preserve at McCormick Park ($1,017,277), and various street projects. • Construction -in -progress additions related to enterprise funds totaled $2,847,788 primarily consisting of Phase III at the Parks at Texas Star ($706,174), Pipeline Road water main ($1,125,765), Water Tank painting ($369,471) and various drainage and water projects. • Completion of $1,467,334 in water and wastewater infrastructure including sewer mains along South Pipeline Road from Heather to Vine, Dunaway, Midway Park, South Ector Drive and water mains on Blanco. • Completion of $48,220 in drainage infrastructure projects on Simmons and Sierra Drive. • Completion of $188,700 in slope improvements along portions of Hurricane Creek at Texas Star Golf Course. City of Euless' Capital Assets (Net of Accumulated Depreciation) Land Buildings Improvements other than buildings Machinery and equipment Infrastructure Construction in progress Total Governmental activities 2005 2004 $21,777,989 $21,487,063 28,431,644 29,476,950 Business -type activities 2005 2004 $2,776,602 $2,776,602 3,078,644 3,202,299 Total 2005 2004 $24,554,591 $24,263,665 31,510,288 32,679,249 1,981,706 1,979,263 26,774,945 26,829,304 28,756,651 28,808,567 3,203,380 3,768,444 552,181 813,984 3,755,561 4,582,428 31,220,862 24,841,584 26,996,820 24,111,449 58,217,682 48,953,033 4,594,786 7,261,041 4,122,238 2,579,822 8,717,024 9,840,863 $91,210,367 $88,814,345 $64,301,430 $60,313,460 $155,511,797 $149,127,805 Additional information on the City's capital assets can be found in note 3 on pages 35-37 of this report. Long-term debt. At the end of the current fiscal year, the City had total bonded debt outstanding of $70,920,210. Of this amount, $57,315,210 comprises debt backed by the full faith and credit of the government. The remainder of the City's debt, $13,605,000, represents bonds secured solely by specific revenue sources (i.e. revenue bonds). 11 City of Euless' Outstanding Debt General obligation bonds Certificates of obligation Revenue bonds Deferred loss on refunding bonds Premium on refunded bonds Total Governmental activities 2005 2004 $ 27,410,000 $ 17,525,000 19,875,000 31,615,000 7,725,000 8,310,000 (876,942) (216,869) 474,169 - $ 54,607,227 $ 57,233,131 Business -type activities 2005 2004 $ 11,095,000 $ 11,095,000 210,000 500,000 5,880,000 6,355,000 (872,017) (920,183) $ 16,312,983 $ 17,029,817 Total 2005 2004 $ 38,505,000 $ 28,620,000 20,085,000 32,115,000 13, 605, 000 14,665,000 (1,748,959) 474,169 $ 70,920,210 $ 74,262,948 (1,137,052) The City's total debt decreased by $3,342,738 or 5.1% during fiscal year 2005. This decrease is primarily attributed to scheduled annual principal payments. During the current fiscal year, the government refinanced some of its existing debt to take advantage of favorable interest rates. • The City issued $13,900,000 in general obligation refunding bonds during 2005 to advance refund $13,740,000 of outstanding debt, which resulted in a reduction in debt payments of $1,137,669 over the next 15 years and an economic gain of $830,614. The City has an "Al" rating from Moody's and an AA- rating from Standard & Poor's for general obligation debt. The revenue bonds have been rated "Al" by Moody's and "A+" by Standard & Poor's. Additional information on the City's long-term debt can be found in Note 4 on pages 37-41. Economic Factors and Next Year's Budgets and Rates In the fiscal year 2005-06 budget, general fund revenues and transfers are budgeted to increase by 4% from the 2004-05 budget year with property taxes making up about 29% of budgeted revenues and sales tax making up about 26% of budgeted revenues. Certified assessed valuations as of September 1, 2005, increased 4.9% over the preceding year. As of September 30, 2005, the City's unemployment rate is 4.5% compared to the State of Texas, which is 5.7%. In the FY2005-06 budget, sales tax receipts are projected to have a significant increase due to the addition of a new business within the community with strong sales projections. The car rental tax receipts are also projected to increase due to improved business travel through the DFW International Airport. Budgeted expenditures remain fairly level with the prior year. Departments were asked to hold increases in operating expenses to a minimum in order to fund a salary package, 12 three additional firefighters, and 2 dispatchers. The City elected to continue its current level of funding for street maintenance and construction and "pay as you go" capital replacements due to the importance placed on these items. The tax rate decreased from .495 to .491777 per $100 of assessed value for fiscal year 2006. The 2005-06 budget includes an increase in the City's wastewater rate of .07¢ which represent a pass -through charge from Trinity River Authority. This increase will be used to pay the increased cost of wastewater treated by TRA. The City budgeted to continue its "pay as you go" program in the water and sewer fund which includes approximately $1,000,000 of infrastructure improvements. The golf course revenues and rounds are budgeted to remain flat as compared to prior year. Saturation in the local golf market continues to cause pressures in the revenues received per round. Operating expenses have been held to a minimum are principally due to merit increases for employees. Request for Information The financial report is designed to provide our citizens, customers, investors and creditors with a general overview of the City's finances. If you have questions about this report or need additional information, contact the Finance Department, Attn: Finance Administrator, at 201 N. Ector Drive, Euless, Texas 76039, call (817) 685-1826, or e- mail vrodriauez aC�.ci.euless.tx.us. 13 CITY OF EULESS, TEXAS GOVERNMENT -WIDE STATEMENT OF NET ASSETS SEPTEMBER 30, 2005 ASSETS Deposits and investments Receivables (net of allowances for uncollectibles) Internal balances Inventory of supplies Prepaid Items Restricted assets: Cash and cash equivalents Investments Deferred charges Capital assets: Land and construction in progress Other capital assets, net of accumulated depreciation Total assets and other debits LIABILITIES AND NET ASSETS LIABILITIES: Accounts payable Accrued liabilities Accrued interest payable Deferred revenue Money held in escrow Noncurrent liabilities: Due within one year Due in more than one year Total liabilities NET ASSETS: Invested in capital assets, net of related debt Restricted for debt service Unrestricted Total net assets Governmental Activities $ 34,827,092 5,844,180 1,328,352 9,475 294,014 236,528 26,372,775 64,837,592 $ 133,750,008 $ 8,306,561 608,063 425,670 2,886,386 52,895,349 65,122, 029 49,659,438 1,455,709 17,512,832 $ 68,627,979 The Notes to the Basic Financial Statements are an integral part of this statement. 14 Primary Government Business -type Activities Total $ 12,574,356 $ 47,401,448 2,833,228 8,677,408 ( 1,328,352) 207,296 216,771 55,882 349,896 235,056 235,056 4,394,135 4,394,135 451,068 687,596 6,898,840 33,271,615 57,402,590 122,240,182 $ 83,724,099 $ 217,474,107 $ 1,775,967 380,412 31,137 72,527 1,332,119 $ 10,082,528 988,475 456,807 72,527 1,332,119 626,834 3,513,220 15,686,149 68,581,498 19,905,145 85,027,174 47,988,447 97,647,885 1,455,709 15,830,507 33,343,339 $ 63,818,954 $ 132,446,933 CITY OF EULESS, TEXAS GOVERNMENT -WIDE STATEMENT OF ACTIVITIES YEAR ENDED SEPTEMBER 30, 2005 Program Activities Primary government: Govemmental Activities: Culture and recreation Development services General and administrative Highways and streets Public safety Interest on long-term debt Total govemmental activities Business -type activities: Water & sewer Drainage utility Golf Other Total business -type activities Total primary govemment Change in Net Assets NET ASSETS, beginning of year NET ASSETS, end of year The Notes to the Basic Financial Statements are an integral part of this statement Expenses $ 4,573,219 1,113,875 13,370,907 1,734,487 15,514,301 2,572,094 38,878,883 13,227,562 875,995 3,792,552 2,630,760 20,526,869 $ 59.405.752 Program Revenues Fees, Fines and Charges for Operating Grants Services and Contributions $ 91,925 896,894 1,241,408 3,734,364 5,964,591 Net (Expense) Revenue and Changes in Net Assets Primary Govemment Capital Grants Govemmental Business - Type and Contributions Activities Activities $ 824,429 $ 477,903 1,302,332 $ (3,656,865) $ ( 216,981) ( 12,129,499) ( 1,734,487) ( 11,302,034) ( 2,572,094) I 31,611,960) Total (3,656,865) 216,981) 12,129,499) 1,734,487) 11,302,034) ( 2,572,094) 31,611960) 14,213,072 2,612,805 3,598,315 3,598,315 659,949 695,588 479,542 479,542 3,347,922 ( 444,630) ( 444,630) 2,453,905 ( 176,855) ( 176,855) 20,674,848 3,308,393 - 3,456,372 3,456,372 $ 26,639,439 $ 1,302,332 $ 3.308.393 (31.611.960) 3456,372 f 28.155,588k GENERAL REVENUES: Taxes: Property Taxes, levied for general purposes Sales Taxes Other Taxes Interest on Investments Contributions from property owners Gain/(Loss) on Sale of Assets Miscellaneous Transfers Total general revenues and transfers 15 $ 10,777,414 $ 9,648,979 14,431,288 870,841 1,229,401 ( 21,023) 608,721 ( 37,545,621 5,933,661 62,694,318 407,468 374,124 608,721) 172,871 3,629,243 60,189,711 $ 10,777,414 9,648,979 14,431,288 1,278,309 1,603,525 ( 21,023) 37,718,492 9,562,904 122,884,029 $ 68,627,979 $ 63,818,954 $ 132,446,933 CITY OF EULESS, TEXAS BALANCE SHEET - GOVERNMENTAL FUNDS SEPTEMBER 30, 2005 Debt Streets Car Other Total General Service CIP Rental Tax Governmental Governmental ASSETS Fund Fund Fund Fund Funds Funds Deposits and investments $ 6,376,018 $ 685,101 $ 10,334,293 $ 8,675,409 $ 5,362,707 $ 31,433,528 Receivables: Property taxes 465,432 241,587 - - 707,019 Accounts receivable and unbilled revenue 2,006,338 - 1,850,483 112,780 3,969,601 Accrued interest 63,207 4,073 13,258 57,854 24,202 162,594 Due from other funds - - 1,664,093 1,664,093 Due from other govemments - 719,046 719,046 Prepaids and deposits 11,175 13,662 24,837 Inventories, at cost 9,475 - 9,475 Total assets $ 8,931,645 $ 930,761 $ 10,347,551 $ 12,247,839 $ 6,232,397 $ 38,690,193 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 772,735 $ $ 63,672 $ 6,574,940 $ 489,813 $ 7,901,160 Accrued salaries and wages 520,201 - - - 72,646 592,847 Deferred revenue 1,036,004 238,613 1,274,617 Due to other funds - - - 7,618 7,618 Total liabilities 2,328,940 238,613 63,672 6,574,940 570,077 9,776,242 Fund Balances: Reserved for: Debt service 692,148 - 950,618 1,642,766 Computer 182,816 - - 182,816 Development agreements - 1,470,156 1,470,156 Betterment 9,110 9,110 Library 3,003 3,003 Injured animals 2,006 - 2,006 Historical Preservation 1,245 1,245 9-1-1 Emergency System 22,805 22,805 Technology 13,652 13,652 Campus remodel 6,200 6,200 Unreserved: Designated for: Contingency 500,000 500,000 Emergency 500,000 - 500,000 Undesignated, reported in: General fund 5,363,113 - 5,363,113 Special revenue funds - 5,672,899 2,413,887 8,086,786 Capital projects .funds . 10,283,879 - 826,414 11,110,293 Total fund balances 6,602,705 692,148 10,283,879 5,672,899 5,662,320 28,913,951 Total liabilities and fund balances $ 8,931,645 $ 930,761 $ 10,347,551 $ 12,247,839 $ 6,232,397 $ 38,690,193 The Notes to the Basic Financial Statements are an integral part of this statement, 16 CITY OF EULESS, TEXAS RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET TO THE STATEMENT OF NET ASSETS SEPTEMBER 30, 2005 Total fund balances - governmental funds $ 28,913,951 Amounts reported for governmental activities in the statement of net assets are different because: Capital assets used in governmental activities are not current financial resources and therefore are not reported in the governmental funds balance sheet 91,210,367 Costs associated with the issuance of governmental long term debt are expensed when incurred in the fund statements and capitalized and amortized over the life of the debt in the government -wide financial statements. 236,528 Interest payable on long term debt does not require current financial resources, therefore interest payable is not reported as a liability in the governmental funds balance sheet. ( 425,670) Internal service funds are used by management to charge the cost of certain activities, such as insurance and fleet management, to individual funds. The assets and liabilities of the internal service funds are net of the amount allocated to business -type activities, capital assets and long term liabilities. 3,199,921 Revenues earned but not available within sixty days of the year end are not recognized as revenue on the fund financial statements. 1,274,617 Long-term liabilities, including bonds payable are not due and payable in the current period and therefore are not reported in the fund financial statements. ( 55,781,735) Net assets of governmental activities $ 68,627,979 The Notes to the Basic Financial Statements are an integral part of this statement. 17 CITY OF EULESS, TEXAS STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS YEAR ENDED SEPTEMBER 30, 2005 Revenues: General property tax Gross receipts tax General sales tax Car rental tax Fines and fees Licenses and permits Interest income DEA revenues Intergovernmental Other revenues Total revenues Expenditures: Current: Culture and recreation Development services General and administrative Highways and streets Public safety Debt service: Principal Interest and fiscal charges Issuance costs Capital outlay and maintenance Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Proceeds from issuance of bonds Payment to refunded bond escrow agent Premium on issuance of bonds Transfers in Transfers out Total other financing sources (uses) Net change in fund balances Fund balances, beginning of year Fund balances, end of year 22,241,493 2,605,502 937,603 5,244,106 670,742 13,096,613 22,554,566 Debt General Service Fund Fund $ 7,442,282 $ 3,696,300 $ 3,409,400 6,075,072 - 3,662,327 870,010 - 210,303 39,291 303,713 - 268,386 975,888 4,711,479 2,015,000 2,581,813 128,000 4,724,813 Streets CIP Fund Car Rental Tax Fund 10,841,899 248,526 182,149 999 249,525 11,024,048 4,880,098 43,106,643 Other Governmental Funds Total Governmental Funds 7,197,914 - $ 11,138,582 179,989 3,589,389 3,573,907 9,648,979 10,841,899 3,662,327 870,010 118,216 798,485 14,607 14,607 303,713 993,379 2,238,652 1,285,343 3,890,845 141,470 1,079,073 52,332 12,494,352 670,742 1,313,173 14,409,786 585,000 2,600,000 357,970 2,939,783 128,000 1,169,254 3,079,183 4,248,437 1,169,254 7,197,914 6,814,471 42,461,018 ( 313,073) ( 13,334) ( 919,729) 3,826,134 ( 1,934,373) 645,625 1,479,766 ( 310,105) 1,169,661 856,588 5,746,117 $ 6,602,705 13,900,000 (14, 386,070) 508,038 201,881 223,849 210,515 481,633 $ 692,148 13,900,000 ( 14,386,070) 508,038 282,500 33,609 437,861 2,435,617 ( 1,853,901) ( 187,3902 ( 2,351,396) 282,500 ( 1,820,292) 250,471 106,189 ( 637,229) 2,005,842 ( 1,683,902) 751,814 10,921,108 3,667,057 7,346,222 28,162,137 $ 10,283,879 $ 5,672,899 $ 5,662,320 $ 28,913,951 The Notes to the Basic Financial Statements are an integral part of this statement. 18 CITY OF EULESS, TEXAS RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES YEAR ENDED SEPTEMBER 30, 2005 Net change in fund balances - total governmental funds Amounts reported for governmental activities in the statement of activities are different because: Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. This is the amount of capital assets recorded in the current period. Governmental funds do not recognize assets contributed by developers. However, in the statement of activities the fair market value of those assets are recognized as revenue, then allocated over their estimated useful lives and reported as depreciation expense. Depreciation expense on capital assets is reported in the statement of activities but does not require the use of current financial resources. Therefore, depreciation expense is not reported as expenditures in the governmental funds. The issuance of long term debt (e.g. bonds) provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net assets. Also, governmental funds report the effect of issuance costs, premiums, discounts, and similar items when debt is first issued, whereas the amounts are deferred and amortized in the statement of activities. This amount is the net effect of these differences in the treatment of long-term debt and related items. $ 751,814 4,635,477 1,229,401 2,996,540) 2,506,318 Current year changes in long term liability for compensated absences do not require the use of current financial resources; therefore, are not reported as expenditures in governmental funds ( 44,351) Current year changes in accrued interest payable do not require the use of current financial resources; therefore, are not reported as expenditures in governmental funds. 32,461 Internal service funds are used by management to charge the costs of certain activities, such as insurance and fleet management, to individual funds. The net revenue of the internal service funds is reported with governmental activities net of amount allocated to business -type activities. 115,182 Certain revenues in the government -wide statement of activities that do not provide current financial resources are not reported as revenue in the governmental funds. ( 296,101) Change in Net Assets of Governmental activities $ 5,933,661 The Notes to the Basic Financial Statements are an integral part of this statement. 19 CITY OF EULESS, TEXAS STATEMENT OF NET ASSETS PROPRIETARY FUNDS SEPTEMBER 30, 2005 ASSETS Current assets: Deposits and investments Revenue bond debt service: cash with paying agent Revenue bond emergency: short-term investments Capital projects account: Cash and cash equivalents Accrued interest receivable Short-term investments Accounts receivable and unbilled revenue less allowance for uncollectibles of $12,330 for water and sewer and $240 for drainage utility Accrued interest receivable Prepaids and deposits Inventory Due from other funds Total current assets Non -current assets: Bond issuance cost Less accumulated amortization Net bond issuance cost Utility plant and equipment in service, at cost Land Building Equipment Improvements Construction in progress Waterworks and sanitary sewer system Less accumulated depreciation Net utility plant and equipment in service Total non -current assets TOTAL ASSETS Water and Sewer Business Type Activities - Enterprise Funds Other Drainage Golf Enterprise Utility Course Funds Total Enterprise Funds (1 of 2) Govemmental Activities - Internal Service Funds $ 9,578,269 $ 1,925,113 $ 40,911 $1,030,063 $ 12,574,356 $ 3,393,564 500,000 235,056 3,894,135 2,589,578 37,744 91,203 6,314 99,019 9,370 30,651 - 13,870 11,361 64,310 129,119 13,867 232,565 - - 278,000 17,223,583 1,972,227 275,103 1,339,605 210,373 166,554 297,155 52,206 121 873 113,132 29,716 10,499 88,500 53,422 267,439 41,707 1,528,966 314,969 348,135 584,532 186,465 - 3,402,783 488,275 828,419 - 1,346,898 227,064 22,439,532 7,967,841 5,731,551 2,178,786 95,409 - 1,848,043 48,097,434 - - 52,820,070 22,849,910 13,065,657 8,879,465 21,788,829 6,171,721 3,576,889 1,776,233 31,031,241 16,678,189 9,488,768 7,103,232 31,119,741 16,731,611 9,756,207 7,144,939 $48,343,324 $18,703,838 $ 10,031,310 $8,484,544 500,000 235,056 3,894,135 2,724,839 268,365 108,389 17,556 55,882 269,177 207,296 510,565 20,810,518 3,948,662 726,288 275,220 451,068 2,776,602 4,077,523 2,402,381 36,138, 924 4,122,238 48,097,434 97,615,102 33,313,672 64,301,430 64,752,498 $ 85,563,016 5,361,846 5,361,846 3,564,526 1,797,320 1,797,320 $ 5,745,982 The Notes to Basic Financial Statements are an integral part of this statement. 20 CITY OF EULESS, TEXAS STATEMENT OF NET ASSETS PROPRIETARY FUNDS SEPTEMBER 30, 2005 LIABILITIES (2 of 2) Business Type Activities - Enterprise Funds Govemmental Other Total Activities - Water and Drainage Golf Enterprise Enterprise Intemal Sewer Utility Course Funds Funds Service Funds Current liabilities: Payable from current assets: Accounts payable $ 1,616,025 $ 26,454 $ 82,874 $ 50,614 $ 1,775,967 $ 192,119 Accrued salaries and wages 259,721 8,071 84,421 28,199 380,412 15,215 Current portion of bonds payable 180,000 161,834 90,000 431,834 Accrued insurance claims - - 213,282 Deferred revenue 62,254 62,254 - Current obligations payable from restricted assets: Current portion of bonds payable 195,000 195,000 Accrued interest 31,137 31,137 Total current liabilities 2,101,883 214,525 391,383 168,813 2,876,604 420,616 Non -current liabilities: Customer and escrow deposits 1,332,119 - 1,332,119 Bonds payable 4,720,000 785,000 8,858,717 1,322,432 15,686,149 Deferred revenue 10,273 - 10,273 Due to other funds 1,889,040 278,000 2,167,040 Total non -current liabilities 6,062,392 785,000 10,747,757 1,600,432 19,195,581 Total liabilities 8,164,275 999,525 11,139,140 1,769,245 22,072,185 420,616 NET ASSETS Invested in capital assets, net of related debt 26,116,241 15,713,189 468,217 5,690,800 47,988,447 1,797,320 Unrestricted 14,062,808 1,991,124 _1_1,576,047) 1,024,499 15,502,384 3,528,046 Total net assets $ 40,179,049 $ 17,704,313 ($ 1,107,830) $6,715,299 $63,490,831 $ 5,325,366 Reconcilialtion to government -wide statements of net assets: Adjustment to reflect the consolidation of intemal service funds' activities related to enterprise funds Net assets of business -type activities 328,123 $63,818,954 The Notes to Basic Financial Statements are an integral part of this statement. 21 CITY OF EULESS, TEXAS STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2005 Business Type Activities - Enterprise Funds Governmental Other Total Activities - Water and Drainage Golf Enterprise ' Enterprise Internal Sewer Utility Course Funds Funds Service Funds Operating revenues: Water service $ 8,607,620 $ $ $ $ 8,607,620 $ Sewer service 4,660,575 - 4,660,575 Drainage fees 659,949 - 659,949 Recreation fees - 380,484 380,484 - Insurance premiums - - - - 2,786,478 Service fees and miscellaneous 944,877 - 3,347,922 2,073,421 6,366,220 653,693 Total operating revenues 14,213,072 659,949 3,347,922 2,453,905 20,674,848 3,440,171 Operating expenses: General and administrative 607,475 607,475 158,178 Water production 4,935,412 - 4,935,412 Water distribution 571,796 571,796 Utility engineering 424,753 424,753 Sewage collection and treatment 1,550,534 1,550,534 Nondepartmental 2,248,687 - 2,248,687 Geographic information 264,381 264,381 Service center 952,070 - 952,070 Drainage - 265,444 - 265,444 Recreation classes - 349,627 349,627 Golf course 1,184,434 - 1,184,434 Pro Shop 375,137 375,137 Food and beverage 900,323 900,323 Conference center 222,427 222,427 Cart operations - 145,694 - 145,694 Athletic complex 199,250 199,250 Softball complex 854,176 854,176 Arbor Daze 895,641 895,641 _ Insurance costs - - - - 3,354,651 Depreciation 1,285,335 555,818 496,465 265,426 2,603,044 535,108 Amortization 8,250 13,356 58,901 6,699 87,206 Total operating expenses 12,848,693 834,618 3,383,381 2,570,819 19,637,511 4,047,937 Operating income (loss) 1,364,379 ( 174,669) ( 35,459) ( 116,914) 1,037,337 ( 607,766) Nonoperating revenues (expenses) Impact fees Loss on sale of capital assets Investment income Interest on bonds Total nonoperating revenues (expenses), net Income (loss) before contributions and transfers Developer contributed assets Transfers in Transfers out Net income (loss) Net assets, beginning of year Net assets, end of year 374,124 374,124 335,643 40,367 31,458 407,468 ( 275,524) ( 41,305) ( 381,213) ( 44,199) ( 742,241) 434,243 ( 938) ( 381,213) ( 12,741) 39,351 1,798,622 ( 175,607) ( 416,672) ( 129,655) 1,076,688 ( ( 21,024) 72,355 51,331 556,435) 2,612,805 695,588 - 3,308,393 _ 4,651 - 174,154 8,840 187,645 1,204,500 ( 1,388,711) ( 33,827) ( 44,988) ( 8,840) ( 1,476,366) 3,027,367 486,154 ( 287,506) ( 129,655) 3,096,360 648,065 37,151,682 17,218,159 ( 820,324) 6,844,954 4,677,301 $ 40,179,049 $ 17,704,313 $ (1,107,830) $ 6,715,299 $ 5,325,366 Reconciliaition to government -wide statements of net assets: Adjustment to reflect the consolidation of intemal service funds' activities related to enterprise funds Change in net assets of business -type activities 532,883 $ 3,629,243 The Notes to the Basic Financial Statements are an integral part of this statement. 22 CITY OF EULESS, TEXAS STATEMENT OF CASH FLOWS PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2005 OPERATING ACTIVITIES Cash received from customers Other operating cash receipts Cash payments to suppliers for goods and services Cash payments to employees for services Cash payments from (to) other funds for services Net cash provided by (used in) operating activities NONCAPITAL FINANCING ACTIVITIES Transfer in Transfer out Net cash provided by (used in) noncapital financing activities CAPITAL AND RELATED FINANCING ACTIVITIES Impact fees Interest paid on bonds Reduction in bonds payable Proceeds from bond issuances Loss on refunding bond issuance Bond issuance costs Purchase of utility plant and equipment in service Proceeds from sale of equipment Net cash provided by (used in) capital and related financing activities INVESTING ACTIVITIES Purchase of investment securities Proceeds from sale of investment securities Interest received on investments Net cash provided by investing activities Net change in cash and cash equivalents Cash and cash equivalents, beginning of year Cash and cash equivalents, end of year The Notes to the Basic Financial Statements are an integral part of this statement. Water and Sewer Business Type Activities - Enterprise Funds Other Drainage Golf Enterprise Utility Course Funds Total Enterprise Funds Governmental Activities - Internal Service Funds $ 13,873,588 $ 659,675 $ 3,371,791 $ 2,423,411 $ 20,328,465 $ 3,391,136 ( 7,692,352) ( 158,070) ( 1,579,656) ( 1,881,630) ( 11,311,708) ( 3,605,675) ( 2,972,317) ( 107,839) ( 1,298,598) ( 461,467) ( 4,840,221) ( 80,515) 122,000 122,000 3,208,919 393,766 615,537 80,314 4,298,536 ( 295,054) 4,651 - 174,154 26,840 205,645 1,204,500 ( 1,388,711) ( 33,827) ( 44,988) ( 26,840) ( 1,494,366) - ( 1,384,060) ( 33,827) 129,166 ( 1,288,721) 1,204,500 ( ( 374,124 275,524) 305,000) 41,305) 170,000) 381,213) ( 44,199) 200,000) ( 90,000) 374,124 742,241) 765,000) ( 2,336,012) ( 105,467) ( 122,579) ( 730,906) ( 3,294,964) ( 2,542,412) ( 316,772) ( 703,792) ( 865,105) ( 4,428,081) 1,419,195 292,143 35,315 1,711,338 35,315 993,785 78,482 8,819,540 1,846,631 37,643 37,643 40,911 ( 747,148) 1,777,211 1,419,195 365,101 1,784,296 366,030 12,443,382 $ 9,813,325 $ 1,925,113 $ 40,911 $ 1,030,063 $ 12,809,412 23 361,776) ( 21,024) 382,800) 56,292 56,292 582,938 2,810,626 $ 3,393,564 CITY OF EULESS, TEXAS STATEMENT OF CASH FLOWS PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2005 Business Type Activities - Enterprise Funds Governmental Other Total Activities - Water and Drainage Golf Enterprise Enterprise Internal Sewer Utility Course Funds Funds Service Funds Reconciliation of operating income (loss) to net cash provided by (used in) operating activities Operating income (loss) $ 1,364,379 ($ 174,669) ($ 35,459) ($ 116,914) $ 1,037,337 ($ 607,766) Adjustments to reconcile operating income (loss) to net cash provided by operating activities Depreciation and amortization 1,293,585 569,174 555,366 272,125 2,690,250 535,108 Loss on disposal of equipment 12,343 - 12,343 68,328 Change in assets and liabilities: Accounts receivable and unbilled revenue ( 352,563) ( 274) 15,627 ( 3,779) ( 340,989) ( 117,363) Due from other funds Prepaids and deposits 45,287 ( 4,915) 91 40,463 ( 262,363) Inventory ( 4,669) - ( 18,968) 1,431 ( 22,206) - Accounts payable 821,717 ( 3,853) ( 52,357) ( 40,090) 725,417 72,950 Accrued salaries and wages 15,761 3,388 26,001 ( 5,835) 39,315 7,188 Accrued insurance claims - - - 8,864 Due to other funds - 122,000 122,000 Customer and escrow deposits 20,879 - 20,879 Deferred revenue ( 7,800) 8,242 ( 26,715) ( 26,273) Net cash provided by operating activities $ 3,208,919 $ 393,766 $ 615,537 $ 80,314 $ 4,298,536 ($ 295,054) Noncash investing, capital and financing activities Developer contributed assets $ 2,612,805 $ 695,588 $ - $ $ 3,308,393 Reconciliation of cash to balance sheet: Cash - current $ 9,578,269 $ 1,925,113 $ 40,911 $ 1,030,063 $ 12,574,356 Cash - revenue bond debt service Cash - capital projects account 235,056 - 235,056 Cash and cash equivalents $ 9,813,325 $ 1,925,113 $ 40,911 $ 1,030,063 $ 12,809,412 The Notes to the Basic Financial Statements are an integral part of this statement. 24 CITY OF EULESS, TEXAS STATEMENT OF FIDUCIARY NET ASSETS FIDUCIARY FUNDS SEPTEMBER 30, 2005 Assets: Deposits and investments Total assets Agency Funds $ 2,288,618 $ 2,288,618 Liabilities: Due to other entities $ 2,288,618 Total liabilities $ 2,288,618 The Notes to Basic Financial Statements are an integral part of this statement. 25 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES General Statement The City of Euless (the "City") was incorporated on February 24, 1953. The City operates under a Council -Manager form of government and provides the following services as authorized by its charter: general government, police and fire protection, emergency ambulance service, road and traffic signal maintenance, water and sewer operations, drainage system, parks and recreational facilities, courts, library services, planning land use, building inspection, and traffic control. The accounting and reporting policies of the City relating to the funds included in the accompanying basic financial statements conform to accounting principles generally accepted in the United States of America applicable to state and local governments. Generally accepted accounting principles for local governments include those principles prescribed by the Governmental Accounting Standards Board (GASB), the American Institute of Certified Public Accountants in the publication entitled Audits of State and Local Governmental Units and by the Financial Accounting Standards Board (when applicable). As allowed in Section P80 of GASB's Codification of Governmental Accounting and Financial Reporting Standards, the City has elected not to apply Financial Accounting Standards Board Statements and Interpretations, Accounting Principles Board Opinions, and Accounting Research Bulletins of the Committee of Accounting Procedure issued after November 30, 1989. The more significant accounting policies of the City are described below. Financial Reporting Entity As required by accounting principles generally accepted in the United States of America the financial statements of the City include the primary government and organizations for which the primary government is financially accountable and other organizations for which the nature and significance of their relationship with the primary government are such that exclusion would cause the reporting entity's financial statements to be misleading or incomplete. The definition of the reporting entity is based primarily on the notion of financial accountability. A primary government is financially accountable for the organizations that make up its legal entity. It is also financially accountable for legally separate organizations if its officials appoint a voting majority of an organization's governing body and either it is able to impose its will on that organization or there is a potential for the organization to provide specific financial benefits to, or to impose specific financial burdens on, the primary government. A primary government may also be financially accountable for governmental organizations that are fiscally dependent on it. A primary government has the ability to impose its will on an organization if it can significantly influence the programs, projects, or activities of, or the level of services performed or provided by, the organization. A financial benefit or burden relationship exists if the primary government (a) is entitled to the organization's resources; (b) is legally obligated or has otherwise assumed the obligation to finance the deficits of, or provide financial support to, the organization; or (c) is obligated in some manner for the debt of the organization. 26 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued Financial Reporting Entity — continued Some organizations are included as component units because of their fiscal dependency on the primary government. An organization is fiscally dependent on the primary government if it is unable to adopt its budget, levy taxes, set rates or charges, or issue bonded debt without approval by the primary government. The following entities were found to be component units of the City and are included in the combined financial statements: Euless Development Corporation - The City created the Corporation for the purpose of promoting parks, library services, and economic development within the City. The Corporation's governing body is substantially the same as the governing body of the City. There are seven directors, four of whom are members of the City Council and make up a voting majority of the City Council. The remaining three members are residents of the City. All Board members are appointed by the City Council. The Corporation is authorized to sell bonds or other forms of indebtedness. Upon dissolution of the Corporation, the assets of the Corporation shall be distributed to the City. The Corporation provides all of its services to the City. A blended presentation has been used to report the financial information of this component unit. The financial statements for the Corporation were obtained from the Board of Directors. The financial information for the Corporation is available from the City. Crime Control District - The City created the District for the purpose of proactively combating rising crime rates by setting up additional crime prevention and rehabilitation programs within the City. The District's governing body is substantially the same as the governing body of the City. There are seven directors, four of whom are members of the City Council and make up a voting majority of the City Council. The remaining three members are residents of the City. All Board members are appointed by the City Council. The District is authorized to sell bonds or other forms of indebtedness. Upon dissolution of the District, the assets of the District shall be distributed to the City. The District provides all of its services to the City. A blended presentation has been used to report the financial information of this component unit. The financial statements for the District were obtained from the Board of Directors. The financial information for the District is available from the City. Basis of Presentation The government -wide financial statements (the statement of net assets and the statement of activities) report information on all of the activities of the City, except for fiduciary funds. The effect of interfund activity, within the governmental and business - type activities columns, has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business -type activities, which rely to a significant extent on fees and charges for support. 27 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued Basis of Presentation — continued The statement of activities demonstrates the degree to which the direct expenses of a given program are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific program. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given program and 2) operating or capital grants and contributions that are restricted to meeting the operational or capital requirements of a particular program. Taxes and other items not properly included among program revenues are reported instead as general revenues. Fund Financial Statements: The City segregates transactions related to certain functions or activities in separate funds in order to aid financial management and to demonstrate legal compliance. Separate statements are presented for governmental funds, proprietary funds and fiduciary funds, even though the latter are excluded from the government -wide financial statements. These statements present each major fund as a separate column on the fund financial statements; all non -major funds are aggregated and presented in a single column. Governmental funds are those funds through which most governmental functions typically are financed. The measurement focus of governmental funds is on the sources, uses and balances of current financial resources. The City has presented the following major governmental funds: General Fund - The General Fund is the main operating fund of the City. This fund is used to account for all financial resources not accounted for in other funds. All general tax revenues and other receipts that are not restricted by law or contractual agreement to some other fund are accounted for in this fund. General operating expenditures, fixed charges and capital improvement costs that are not paid through other funds are paid from the General Fund. Debt Service Fund - The Debt Service Fund is used to account for the accumulation of financial resources for the payment of principal, interest and related costs on general long-term debt paid primarily from taxes levied by the City. The fund balance of the Debt Service Fund is reserved to signify the amounts that are restricted exclusively for debt service expenditures. Streets Capital Improvements Capital Project Fund - The Streets Capital Improvements Fund is used to account for the construction of improvements to various streets projects. 28 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued Basis of Presentation — continued Car Rental Tax Fund - The Car Rental Tax Fund is used to account for revenues and expenditures received from collection of short-term motor vehicle rental taxes. Revenues are used primarily for debt reduction, one time capital projects and to maintain the property tax rate. Proprietary Funds are accounted for using the economic resources measurement focus and the accrual basis of accounting. The accounting objectives are determinations of net income, financial position and cash flow. All assets and liabilities are included on the Statement of Net Assets. The City has presented the following major proprietary funds: Water and Sewer Fund — Water and Sewer Fund is used to account for the acquisition, operation and maintenance of a municipal water and sewer utility, supported primarily by user charges to the public. Drainage Utility Fund - Drainage Utility Fund is used to account for the acquisition, operation and maintenance of a municipal drainage utility, supported primarily by user charges. Golf Course Fund - Golf Course Fund is used to account for operation and maintenance of the City's golf course, supported primarily by user charges. Additionally, the City reports the Internal Service Funds which are used to account for equipment replacement, self funded property and casualty self insurance, self funded health and disability insurance provided to departments of the City. Proprietary funds distinguish operating revenues and expenses from non -operating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. Operating expenses for the proprietary funds include the cost of personnel and contractual services, supplies and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non -operating revenues and expenses. Measurement Focus and Basis of Accounting Measurement focus refers to what is being measured; basis of accounting refers to when revenues and expenditures are recognized in the accounts and reported in the financial statements. Basis of accounting relates to the timing of the measurement made, regardless of the measurement focus applied. The government -wide statements and fund financial statements for proprietary funds are reported using the economic resources measurement focus and the accrual basis of accounting. The economic resources measurement focus means all assets and liabilities 29 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued Measurement Focus and Basis of Accounting — continued (whether current or non -current) are included on the statement of net assets and the operating statements present increases (revenues) and decreases (expenses) in net total assets. Under the accrual basis of accounting, revenues are recognized when earned, including unbilled water and sewer services which are accrued. Expenses are recognized at the time the liability is incurred. Governmental fund financial statements are reported using the current financial resources measurement focus and are accounted for using the modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual; i.e., when they become both measurable and available, "Measurable" means the amount of the transaction can be determined and "available" means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. The City considers property taxes as available if they are collected within 60 days after year end. Expenditures are recorded when the related fund liability is incurred. However, debt service expenditures, as well as expenditures related to compensated absences are recorded only when payment is due. The revenues susceptible to accrual are property taxes, franchise fees, licenses, charges for service, interest income and intergovernmental revenues. Sales taxes collected and held by the state at year end on behalf of the government are also recognized as revenue. All other governmental fund revenues are recognized when received. Deposits and Investments Substantially all operating cash, deposits, and short-term investments are maintained in consolidated cash and investment accounts. Related interest income is allocated to the various funds based primarily on ownership by each fund of specific investments. Cash equivalents consist of highly liquid investments with original maturities of three months or less. For purposes of the statement of cash flows, the City considers all highly liquid investments (including cash equivalents reported as restricted assets of $235,506 at September 30, 2005) to be cash equivalents. Investments in U.S. -r sury and agency obligations with maturities of one year or less when purchased are reported at amortized cost. Nonparticipating contracts are reported at cost. All other investments are reported at fair value. State statutes authorize the City to invest in obligations of the U.S. Government or its agencies; obligations of the State of Texas or its agencies; and certain other obligations, repurchase agreements, money market mutual funds and certificates of deposits within established criterion. 30 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued Taxes Property taxes are levied for appropriation for the fiscal year beginning on October 1, are due October 1, attach as an enforceable lien on property as of January 1, and become delinquent on February 1. Property taxes are accrued based on the period for which they are levied and available. Delinquent taxes estimated not to be available are treated as deferred revenue. Property taxes for cities, including those applicable to debt service, are limited by the Texas Constitution to $2.50 per $100 of assessed valuation. The City's current tax rate is $.495 per $100 of assessed valuation ($.495 per $100 last year) and assessed valuation is approximately 100% of estimated value. Inventories Inventories, which are recognized as expenditures/expenses as they are consumed, are stated at cost (first -in, first -out method) for the General Fund and Enterprise Funds. Inventories consist primarily of expendable supplies for the General Fund and pro shop merchandise for the Enterprise Funds. Prepaid Items Prepaid balances are for payments made by the City in the current year to provide services occurring in the subsequent fiscal year. Interfund Receivables and Payables Any residual balances outstanding between the governmental activities and business - type activities are reported in the government -wide financial statements as "internal balances". Transactions Between Funds Interfund services provided and used are accounted for as revenues, expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/ expenses in the reimbursing fund and as a reduction of expenditures/expenses in the fund reimbursed. All other interfund transactions are recorded as transfers. Capital Assets Capital assets, which include property, plant, equipment, and infrastructure assets, are reported in the applicable governmental or business -type activities columns in the government -wide financial statements and in the fund financial statements for proprietary funds. All capital assets are valued at historical cost or estimated historical cost if actual historical cost is not available. Donated assets are valued at fair market value on the date donated. Repairs and maintenance are recorded as expenses. Renewals and betterments are capitalized. Interest has not been capitalized during the construction period on property, plant and equipment. 31 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued Capital Assets — continued Assets capitalized, not including infrastructure assets, have an original cost of $5,000 or more and over one year of useful life. Depreciation has been calculated on each class of depreciable property using the straight-line method. Estimated useful lives are as follows: Buildings 40 Years Water and Sewer System 33 1/3 Years Storm Drainage System 40 Years Infrastructure 7-40 Years Machinery and Equipment 5-15 Years Improvements 25 Years Compensated Absences Employees may accumulate a maximum of two times their annual vacation. The City's policy is to pay the employee accumulated vacation upon termination. The City does not pay employees for accumulated sick leave upon termination. All vacation pay is accrued in the government -wide, proprietary, and fiduciary fund financial statements and reported as accrued salaries and wages (a current liability). The estimated vacation liability expected to be satisfied with available financial resources is included in accrued salaries and wages in the General Fund. Nature and Purpose of Reservations and Designations of Fund Equity The City classifies fund balances as follows: 1. Reserves — used to denote that portion of fund equity, which is not appropriable for expenditures or is legally segregated for specific future use. a. Reserved for debt service represents that portion of fund equity legally restricted to retirement of General Obligation bond principal and interest. b. Reserved for computer represents funds collected from a Court technology fee that must be used to upgrade Court systems. c, Reserved for development agreements represents funds received from developers that must be used for certain capital projects. d. Reserved for betterment represents funds donated by citizens that must be used for the betterment of the community. e. Reserved for library represents fees collected from the rental of library rooms that must be used for the maintenance of these areas. f. Reserved for injured animals represents donations from citizens that must be used for the treatment of animals picked up by the animal shelter. g. Reserved for historical preservation represents donations that must be used towards the preservation of Euless historical sites. h. Reserved for 9-1-1 emergency represents funding received from the county that must be used to upgrade emergency systems. i. Reserved for technology represents contributions which must be used to upgrade the city communications systems. j. Reserved for campus remodel amounts reserved for future capital expenditures relating to drainage maintenance at the library. 2. Designations — used to denote that portion of fund equity, which is council established for future use. 32 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued Nature and Purpose of Reservations and Designations of Fund Equity — continued a. Designated for emergency represents amounts restricted by council for use in extreme emergencies. Expenditures must be council approved. b. Designated for contingency represents amounts restricted by council for use when extraordinary contingencies arise that have not been budgeted. Expenditures must be council approved. 3. Unreserved, undesignated — used to denote that portion of fund equity, which is available for appropriation. Net Assets Net assets represent the difference between assets and liabilities. Net assets invested in capital assets, net of related debt consists of capital assets, net of accumulated depreciation, reduced by the outstanding balances of any borrowing used for the acquisition, construction or improvements of those assets, and adding back unspent proceeds. Net assets are reported as restricted when there are limitations imposed on their use either through the enabling legislations adopted by the City or through external restrictions imposed by creditors, grantors or laws or regulations of other governments. NOTE 2. DEPOSITS AND INVESTMENTS GASB 40 Disclosures Deposits State statutes require that all deposits in financial institutions be fully collateralized by U.S. Government obligations or its agencies and instrumentalities or direct obligations of Texas or its agencies or instrumentalities that have a market value of not Tess than the principal amount of the deposits. The City's deposits were fully insured or collateralized as required by state statutes as of September 30, 2005. At year end, the carrying amount of the City's deposits was a credit balance of ($293,802) primarily consisting of outstanding checks and the respective bank balances totaled $386,645. Of the total bank balance, the Federal Depository Insurance Corporation (FDIC) covered $100,000. The remainder was covered by collateral with a value of $1,478,073. The collateral is held by The Independent Banker's Bank (TIB) in the city's name under a joint safekeeping agreement with First National Bank -Mid Cities. Investments State statutes, city bond ordinances, and city resolutions authorize the City's investments. The City is authorized to invest in U.S. Government obligations and its agencies and instrumentalities, fully insured or collateralized certificates of deposits, fully collateralized repurchase agreements and reverse repurchase agreements, government pools and no-load SEC registered money market funds consisting of any of these securities listed. 33 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 2. DEPOSITS AND INVESTMENTS — continued GASB 40 Disclosures — continued Investments — continued The City's investments as of September 30, 2005, are: Investments Carrvina Amount Fair Value Weighted Average Maturity (in days) Credit Risk U.S. Agency Securities $ 37,147,003 $ 36,969,862 180.13 AAA Government Pools: Texpool 14,773,677 14,773,667 22 AAAm Logic 61 61 17 AAA No-load Money Market Fund: Financial Investors Trust 2.692.318 2.692.318 6 AAAm Total $ 54.613.059 L54.4 5,908 In►. rest Rate Risk In compliance with the City's Investment Policy, as of September 30, 2005, the City minimized the interest rate risk, relating to the decline in market value of securities due to rising interest rates in the portfolio by: limiting the weighted average maturity to 365 days and the stated maturity date of security types not to exceed 2 years, with the exception of securities purchased related to reserve funds; structuring the investment portfolio so that securities matured to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities in the secondary market prior to maturity; monitoring credit ratings of portfolio positions to assure compliance with rating requirements imposed by the Public Funds Investment Act; and investing operating funds primarily in money market mutual funds, government investment pools, and shorter -term securities with a weighted average maturity between 180 and 270 days. Credit Risk In compliance with the City's Investment Policy, as of September 30, 2005, the City minimized credit risk losses due to default of a security issuer or backer, by; limiting investments to the safest types of securities, investing in U.S. Agencies Bonds rated AAA and Aaa by Standard & Poor's and Moody's respectively; pre -qualifying financial institutions, brokers/dealers, and advisors with which the City will do business; and diversifying the investment portfolio so that the potential losses on individual securities are minimized. 34 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3. CAPITAL ASSETS Capital asset activity for the year ended September 30, 2005, was as follows: Governmental Activities Capital assets not being depreciated: Land Construction in progess Total Assets not being depreciated: Capital assets being depreciated: Buildings Improvements other than buildings: Infrastructure Machinery and equipment Total capital assets being depreciated: Less accumulated depreciation: Buildings Improvements other than buildings Infrastructure Machinery and equipment Total accumulated depreciation: Total capital assets being depreciated, net Total governmental fund capital assets, net Internal Service Funds Capital assets being depreciated: Machinery and equipment Total internal service assets being depreciated: Less accumulated depreciation: Machinery and equipment Total internal service funds capital assets, net Balance September 30, 2004 $ 21,487,063 7,261,041 28,748,104 35,544,610 3,519,960 41,054,391 4,842,508 84,961,469 6,067,661) 1,540,697) 16,212,807) 3,113,048) ( 26,934,213) Increase $ 290,926 $ 3,924,364 4,215,290 155,559 1,288,515 205,514 1,649,588 1,045,305) 153,116) 1,269,205) 528,914) 2,996,540) 58,027,256 ( 1,346,952) 86,775,360 2,868,338 ( Decrease AdjlTransfer Balance September 30, 2005 $ - $ 21,777,989 ( 6,590,619) 4,594,786 ( 6,590,619) 26,372,775 35,544,610 3,675,519 6,359,968 48,702,874 30,100) - 5,017,922 30,100) 6,359,968 92,940,925 ( ( 1,693,813) ( 17,482,012) 30,100 ( 3,611,862) 30,100 - ( 29,900,653) 5,301,950 361,776 ( 301,880) 5,301,950 361,776 ( 301,880) ( 3,262,970) ( 535,108) 233,552 2,038,980 ( 173,332) 7,112,966) 6,359,968 63,040,272 230,651) 89,413,047 5,361,846 5,361,846 3,564,526) 68,328) - 1,797,320 Governmental Activities: capital assets, net $ 88,814,340 $ 2,695,006 ($ 68,328) ($ 230,651) $ 91,210,367 35 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3. CAPITAL ASSETS — continued Balance September 30, 2004 Increase Business -type activities: Capital assess not being depreciated: Land $ 2,776,602 $ - $ Construction in progesc 2,579,821 2,852,840 Total Assets not being depreciated: 5,356,423 2,852,840 Capital assets being depreciated: Buildings Equipment Inprovenents Sanitary sever system Total capital assets being depredated: Less ernimulated depredation: Buildings Equipment I nprUUerrents Sanitary sever system Total axuT mated depredation: Total capital assets being depredated, net B siness-type activities capital assets, net 4,077,523 2,482,380 35,176,056 44,012,241 85,748,200 875,224) 1,668,395) 8,346,751) 19,900,793) ( ( ( ( 30,791,163) 54,957,037 $ 60,313,460 $ Decrease Min -ref fifer Balance Septetrter 30, 2005 $ $ ( 1,310,423) ( 1,310,423) 2,776,602 4,122,238 6,898,840 4,077,523 12,877 ( 92,876) 2,402,381 962,868 36,138,924 2,774,770 1,310,423 48,097,434 3,750,515 ( 92,876) 1,310,423 90,716,262 123,655) 262,339) 1,017,228) 1,199,621) 2,603,043) 1,147,472 4,000,312 ($ ( 9(38, 879) 80,534 ( 1,850,200) ( 9,363,979) ( 21,100,614) 80,534 ( 33,313,672) 12,342) 1,310,423 57,402,590 12,342) $ $ 64,301,430 Depreciation expense was charged as direct expense to programs of the primary government as follows: Governmental activities: General and administrative Public safety Development services Culture and recreation Highways and streets Total depreciation expense -Governmental activities Business -type activities: Water and sewer Drainage Utility Golf course Other Total depreciation expense -Business -type activities $ 365,026 1,011,051 105,025 645,260 1,330.371 $3,456,733 $ 1,347,089 557,248 496,465 277.157 $2,677,959 36 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3. CAPITAL ASSETS — continued Outstanding commitments at September 30, 2005, under authorized construction contracts were approximately $1,740,420. These outstanding commitments are to be financed by available deposit and investment balances, which include proceeds from previous bond issuances. NOTE 4. LONG-TERM DEBT At September 30, 2005, bonds payable consisted of the following individual issues: $9,700,000 Series 1995, Tax and Golf Surplus Revenue Certificates of Obligation, dated October 24,1995, partially refunded in 2004, due in annual installments through 2006 (2027 prior to refunding), bearing interest rates of 5.25%. $1,485,000 Series 1996, Sales Tax Revenue Bonds, dated August 15, 1996, due in annual installments through 2016, bearing interest rates of 5.00% to 8.00%. $5,500,000 Series 1998, Revenue Certificates of Obligation, dated February 15, 1998, due in annual installments through 2006, bearing interest rates of 4.25% to 7.25%. $1,000,000 Series 1999, Sales Tax Revenue Bonds, dated October 15, 1999, due in annual installments through 2019, bearing interest rates of 5.25% to 7.00%. $4,300,000 Series 2000, General Obligation Bonds, dated March 15, 2000, due in annual installments through 2008, bearing interest rates of 5.15% to 6.65%. $10,290,000 Taxable Series 2000, Revenue Certificates of Obligation, dated April 1, 2000, due in annual installments through 2025, bearing interest rates of 8.00% to 8.125%. $8,600,000 Series 2000A, Revenue Certificates of Obligation, dated May 1, 2000, due in annual installments through 2008, bearing interest rates of 5.80% to 7.30%. Governmental Business -type 1,000,000 235,000 815,000 520,000 9,510,000 1,010,000 $ 210,000 37 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT - continued $3,260,000 Series 2000, Water and Sewer Revenue Bonds, dated March 15, 2000, due in annual installments through 2020, bearing interest rates of 5.25% to 6.75%, $6,000,000 Series 2001, General Obligation Bonds, dated April 1, 2001, due in annual installments through 2021, bearing interest rates of 4.50% to 6.50%. $1,630,000 Series 2001, Drainage Utility System Revenue Refunding Bonds, dated October 15, 2001, due in annual installments through 2010, bearing interest rates of 3.00% to 4.00%. $5,455,000 Series 2001, Revenue Certificates of Obligation, dated April 1, 2001, due in annual installments through 2021, bearing interest rates of 4.50% to 6.50%. $6,430,000 Series 2002, Sales Tax Revenue Refunding Bonds, dated June 14, 2002, due in annual installments through 2015, bearing interest rates of 3.00% to 4.40%. $5,490,000 Series 2003, General Obligation Refunding Bonds, dated January 15, 2003, due in annual installments through 2016, bearing interest rates of 3.00% to 4.00%. $11,095,000 Series 2004, General Obligation Refunding Bonds, dated February 15, 2004, due in annual installments through 2027, bearing interest rates of 2.00% to 4.50%. $3,200,000 Series 2004A, General Obligation Bonds, dated June 15, 2004, due in annual installments through 2024, bearing interest rates of 3.50% to 5.00%. $4,380,000 Series 2004, General Obligation Bonds, dated June 15, 2004, due in annual installments through 2024, bearing interest rates of 3.50% to 5.25%. $2,145,000 Series 2004, Waterworks and Sewer System Revenue Bonds, dated June 15, 2004, due in annual installments through 2024, bearing interest rates of 3.50% to 5.25%. $13,900,000 Series 2005, General Obligation Refunding Bonds, dated March 8, 2005, due in annual installments through 2020, bearing interest rates of 2.40% to 5.00%. Governmental Business-tvoe 2,835,000 5,335,000 965,000 4,850,000 5,910,000 4,540,000 11,095,000 3,115,000 4,270,000 2,080,000 13,900,000 $ 55,010,000 $ 17,185,000 38 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — continued The following is a summary of long-term debt transactions of the City for the year ended September 30, 2005: Govemmental Typg Activities General obligation bonds Certificates of obligation Sales tax revenue bonds Deferred loss on refunding bonds Premium on bonds Compensated absences Total governmental type activities Business Tj Activities Water and sewer revenue bonds Drainage utility revenue bonds Tax and golf course General obligation refunding bonds• Certificates of obligation Deferred loss on refunding bonds Total business type activities Total government -wide adivilies Balance Beginning of Year Increases Decreases $ 17,525,000 31,615,000 8,310,000 ( 216,869) 1,130,157 $ 13,900,000 ($ 4,015,000) ( 11,740,000) ( 585,000) ( 727,648) 67,575 508,038 ( 33,869) 1,124,345 ( 1,079,994) Balance End of Year $ 27,410,000 19,875,000 7,725,000 ( 876,942) 474,169 1,174,508 Due Within One Year $ 1,150,000 1,105,000 605,000 ( 67,575) 33,869 93,961 $ 58,363,288 $ 14,804,735 ($ 17,386,288) $ 55,781,735 $ 2,920,255 $ 5,220,000 $ 1,135,000 410,000 11,095,000 90,000 ( 920,183). $ 17,029,817 $ ($ 305,000) ( 170,000) ( 200,000) ( 90,000) 48,166 $ 4,915,000 965,000 210,000 $ 195,000 180,000 210,000 11,095,000 90,000 872,017) ( 48t166�- ($ 716,834) $ 16,312,983 $ 626,834 $ 75, 393,105 $ 14,804, 735 ($ 18,103,122) $ 72, 094, 718 $ 3,547,089 On March 8, 2005, the City issued $13,900,000 in General Obligation Refunding Bonds with an average interest rate of 4.50 percent to advance refund $4,090,000 of outstanding 1998 Series bonds with an average interest rate of 4.68 percent, $3,235,000 of outstanding 2000 Series bonds with an average interest rate of 5.44 percent, and $6,415,000 of outstanding 2000A Series bonds with an average interest rate of 5.86 percent. The net proceeds of $14,475,415 ($13,900,000 par amount of bonds plus Debt Service Fund contribution of $192,203 plus $508,038 of premium paid on bonds less $124,826 of underwriting fees, insurance and other issuance costs) were used to purchase U.S. Securities. Those securities were deposited in an irrevocable trust with an escrow agent to provide for all future debt service payments on the 1998, 2000 and 200A Series bonds. As a result, the 1998, 2000 and 200A Series bonds are considered deceased and the liability for those bonds has been removed from long-term debt. The advance refunding resulted in a difference between the reacquisition price and the net carrying amount of the old debt of $727,648. This difference, reported in the accompanying financial statements as a deduction from bonds payable, is being charged to operations through the year 2020 using the effective -interest method. The City completed the advance refunding to reduce its total debt service payments over the next 15 years by $1,137,669 and to obtain an economic gain (difference between the present values of the old and new debt service payments) of $830,614. In prior years, the City issued $5,490,000 in General Obligation Refunding Bonds to decease $1,560,000 in General Obligation Bonds then outstanding and $3,625,000 in Certificates of Obligation then outstanding. Of the $1,560,000 of General Obligation bonds and $3,625,000 of Certificates originally decease, $745,000 and $3,625,000 remains outstanding at September 30, 2005. 39 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — continued In prior years, the City issued $11,095,000 in General Obligation Refunding Bonds to decease $8,495,000 in Tax and Golf Course Surplus Revenue Certificates of Obligation then outstanding and $1,390,000 of Tax and Softball Park Surplus Revenue Certificates of Obligation then outstanding. Of the $8,495,000 and $1,390,000 of certificates originally deceased, $8,495,000 and $1,390,000 remains outstanding at September 30, 2005. Annual Requirements to Retire Debt Obligations The annual aggregate maturities for each bond type for the years subsequent to September 30, 2005, are as follows: General Obligation Bonds: 2006 2007 2008 2009 2010 2011-2015 2016-2020 2021-2025 2026-2027 Governmental Activities Business Type Activities Principal $ 1,150, 000 1,455, 000 1,350,000 1,620,000 1,680,000 9,490,000 9,285,000 1,380,000 $ 27,410,000 Certificates of Obligation: 2006 2007 2008 2009 2010 2011-2015 2016-2020 2021-2025 Interest $ 1,172,386 1,119,310 1,065,081 1,014,487 957,755 3,727,001 1,457,457 117,100 $ 10,630,577 Governmental Activities Principal $ 1,105, 000 925,000 980,000 665,000 700,000 4,210,000 5,720,000 5,570,000 $ 19,875,000 Interest $ 1,276,294 1,212,581 1,149,769 1,101,542 1,063,229 4,643,158 3,145,799 1,149, 078 $ 14,741,450 Principal $ 90,000 445,000 455,000 465,000 480,000 2,625,000 2,435,000 2,795,000 1,305,000 $ 11,095,000 Interest $ 401,007 395,657 386,657 376,876 365,644 1,603,584 1,140,016 613,932 59,513 $ 5,342,886 Business Type Activities Principal $ 210,000 $ 210,000 Interest $ 11,025 $ 11,025 Total $ 2,813,393 3,414,967 3,256,738 3,476, 363 3,483,399 17,445,585 14,317,473 4,906,032 1,364,513 $ 54,478,463 Total $ 2,602,319 2,137,581 2,129,769 1,766,542 1,763,229 8,853,158 8,865,799 6,719,078 $ 34,837,475 40 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — continued Annual Requirements to Retire Debt Obligations — continued Revenue Bonds: 2006 2007 2008 2009 2010 2011-2015 2016-2020 2021-2025 Governmental Activities Principal $ 605,000 620,000 650,000 675,000 705,000 4,050,000 420,000 Interest $ 337,656 315,128 290,768 264,480 235,718 689,380 51,506 Business Type Activities Principal $ 375,000 390,000 410,000 430,000 450,000 1,395,000 1,830,000 600,000 $ 7,725,000 $ 2,184,636 $ 5,880,000 Interest $ 287,211 270,636 253,736 236,556 218,369 862,817 459,938 76,750 Total $ 1,604,867 1,595,764 1,604,504 1,606,036 1,609,087 6,997,197 2,761,444 676,750 $ 2,666,013 $ 18,455,649 Water and Sewer Revenue Bonds authorized and unissued as of September 30, 2005, 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, 2005. The amounts reserved are reported as restricted assets of the Enterprise Funds. Investments of funds included in the bond reserve and emergency accounts are restricted to obligations of the United States or its agencies and instrumentalities (except for mortgage pass -through securities). The liability for compensated absences has typically been liquidated by the General Fund. 41 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 5. COMMITMENTS AND CONTINGENT LIABILITIES The City entered into a 50 year contract dated September 25, 1973, with the Trinity River Authority of Texas (the "TRA") whereby the TRA agrees to provide supplemental water and sewage treatment for consideration. Payments by the City are based on metered usage at rates designed to charge the City a prorata share of the TRA's annual operating and maintenance expenses, principal and interest requirement on bonds issued by the TRA. Payments under this contract approximated $5,194,771 and are included as operating expenses of the water and sewer fund. The City is involved in a number of lawsuits arising in the ordinary course of business. In the opinion of the City's legal counsel and management, any liability resulting from such litigation would not be material in relation to the City's financial position. NOTE 6. SERVICE CENTER The Water and Sewer Enterprise Fund historically bears the major portion of the operating costs of the City's service center, which provides services to all City departments. NOTE 7. INTERFUND TRANSFERS All interfund transfers between the various operations of those funds. Due to/from other funds Receivable Fund Water and Sewer Fund Car Rental Fund Softball Complex Fund Car Rental Fund funds are approved supplements to the Payable Fund Golf Course Fund Golf Course Fund Athletic Complex Fund Half -Penny Sales Tax Fund Due to/from's are primarily used as interfund loans for the following: Amount $ 232,565 1,656,475 278,000 7,618 $ 2,174,658 • Golf Course to Water and Sewer for capital improvements. • Golf Course to Car Rental for capital improvements and equipment purchases. • Athletic Complex to Softball Complex for reimbursement of bond payments. • Half -penny Sales Tax to Car Rental for equipment purchases on behalf of the Golf Course. 42 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 7. INTERFUND TRANSFERS — continued Due to/from other funds — continued The balances at September 30, 2005 will be paid during the next fiscal year end. Interfund transfers Transfers In General Fund General Fund General Fund General Fund Debt Service Fund Car Rental Tax Fund Car Rental Tax Fund Police Department Grant Funds Half -Penny Sales Tax CIP Fund Car Rental CIP Fund Golf Course Fund Golf Course Fund Softball Complex Fund Water and Sewer Fund Equipment Replacement Fund Risk Management Fund Risk Management Fund Insurance Fund Street CIP Fund Transfers Out Car Rental Tax Fund Water and Sewer Fund Drainage Utility Fund Golf Course Fund Car Rental Tax Fund Half -Penny Sales Tax Fund Golf Course Fund General Fund Half -Penny Sales Tax Fund Car Rental Tax Fund General Fund Hotel/Motel Tax Fund Athletic Complex Fund Golf Course Fund Car Rental Tax Fund General Fund Water and Sewer Fund Water and Sewer Fund Car Rental Tax Fund Transfers are primarily used to move funds from: Amount $ 730,020 708,711 33,827 7,208 201,881 480 33,129 37,861 25,000 375,000 12,244 161,910 8,840 4,651 264,500 260,000 180,000 500,000 282,500 $ 3,827,762 • The Car Rental Fund, the W&S, Drainage Utility Fund and the Golf Course fund to the General Fund for General and Administrative charges. • The Car Rental fund to the debt service fund for principal and interest on 2001 bonds. • The Half -Penny Sales Tax Fund and the Golf Course Fund to the Car Rental Fund for interest on interfund loans. • The General Fund to the Police Department Grant Funds for matching grant funds. • The Half —Penny Sales Tax fund to the Half -Penny Sales Tax CIP fund for Incentive programs. • The Car Rental Tax Fund to the Car Rental CIP Fund for funding of capital improvement projects. • The General Fund to the Golf Course fund for rebate of sales tax contributions. • The Hotel/Motel Fund to the Golf Course for debt on the conference centre and subsidizing monthly expenses at the conference centre. 43 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 7. INTERFUND TRANSFERS — continued Interfund transfers — continued • The Athletic Complex Fund to the Softball Complex Fund for interest on interfund loan. • The Golf Course Fund to the W&S fund for interest on interfund loan. • The Car Rental Tax Fund to the Equipment Replacement Fund for large equipment purchases. • The General Fund and the W&S fund to the risk management fund for property and liability insurance. • The W&S fund to the insurance fund to fund additional city contributions. • The Car Rental Tax Fund to the Streets CIP Fund for infrastructure improvements. NOTE 8. RISK MANAGEMENT The City is exposed to various risks of Toss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. The City participates in the Texas Municipal League Joint Self Insurance Fund ("TMLIF") to provide both general liability and property insurance. The City, along with other participating entities, contributes annual amounts determined by TMLIF management. As claims arise they are submitted to and paid by TMLIF. The City is not liable for payments beyond their annual contributions to TMLIF. The City provides employee medical insurance coverage on a self -insured basis. Premiums are paid into a separate Insurance Fund by other funds, by the City's employees, and by retirees and are available to pay claims, claim reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of $100,000 and aggregate claims in excess of $3,281,175. During fiscal 2005, the City and City's employees contributed approximately $1,748,925 and $781,282, respectively, for medical coverage. The City's contributions are accounted for as interfund services provided and used. Claims liabilities are based on estimates of the ultimate cost of claims (including future claim adjustment expenses) that have been reported but not settled, and of claims that have been incurred but not reported, and are accounted for in the Internal Service Insurance Fund. 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 44 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 8. RISK MANAGEMENT — continued reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of $300,000. During 2005, the City contributed approximately $256,270 to the fund for workers' compensation. Changes in the balances of claims liabilities are as follows: 2005 2004 Unpaid claims, beginning of year $ 204,418 $ 265,727 Incurred claims 2,820,166 2,660,403 Paid claims 2,811,302 2.721.712 Unpaid claims, end of year $ 21$.282 $ 204,41$ The City had no significant reductions in insurance coverage from the year ended September 30, 2004. Settlement amounts have not exceeded insurance coverage for the year ended September 30, 2005 or any of the three preceding years ended September 30. NOTE 9. EMPLOYEE RETIREMENT SYSTEM Plan Description The City provides pension benefits for all of its full-time employees through a nontraditional, joint contributory, hybrid defined benefit plan in the state-wide Texas Municipal Retirement System (TMRS), one of 801 administered by TMRS, an agent multiple -employer public employee retirement system. Each of the 801 Municipalities have an annual, individual actuarial valuation performed. All assumptions for the December 31, 2003 valuations are contained in the 2003 TMRS Comprehensive Annual Financial Report, a copy of which may be obtained by writing to P. O. Box 149153, Austin, Texas 78714-9153. Benefits Benefits depend upon the sum of the employee's contributions to the plan, with interest, and City -financed monetary credits, with interest. At the date the plan began, the City granted monetary credits for service rendered before the plan began of a theoretical amount 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. 45 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 9. EMPLOYEE RETIREMENT SYSTEM — continued Plan Description — continued The plan provisions are adopted by the governing body of the City, within the options available in the state statutes governing TMRS and within the actuarial constraints also in the statutes. Plan provisions for the City were as follows: Deposit Rate: Matching Ratio (City to Employee): A member is vested after 7% 2-1 5 yrs Members can retire at certain ages, based on the years of service with the City. The Service Retirement Eligibilities for the city are: 5 yrs/age 60, 20 yrs/any age Contributions Under the state law governing TMRS, the actuary annually determines the City contribution rate. This rate consists of the normal cost contribution rate and the prior service contribution rate, both of which are calculated to be a level percent of payroll from year to year. The normal cost contribution rate finances the currently accruing monetary credits due to the City matching percent, which are the obligation of the City as of an employee's retirement date, not at the time the employee's contributions are made. The normal cost contribution rate is the actuarially determined percent of payroll necessary to satisfy the obligation of the City to the unfunded (overfunded) actuarial liability (asset) over the remainder of the plan's 25-year amortization period. The unit credit actuarial cost method is used for determining the City contribution rate. Both the employees and the City make contributions monthly. Since the City needs to know its contribution rate in advance for budgetary purposes, there is a one-year delay between the actuarial valuation that is the basis for the rate and the calendar year when the rate goes into effect. (i.e. December 31, 2004 valuation is effective for rates beginning January 2006) Schedule of Actuarial Liabilities and Funding Progress Actuarial Valuation Date 12/31/2004 Actuarial Value of Assets $54,239,808 Actuarial Accrued Liability $67,007,298 Percentage Funded 80.9% Unfunded Actuarial Accrued Liability (UAAL) $12,767,490 Annual Covered Payroll $17,435,628 UAAL as a Percentage of Covered Payroll 73.2% Net Pension Obligation (NPO) at the Beginning of Period $ 46 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 9. EMPLOYEE RETIREMENT SYSTEM — continued Schedule of Actuarial Liabilities and Funding Progress — continued Annual Pension Cost: Annual Required Contribution (ARC) Interest on NPO Adjustment to the ARC Total annual pension cost $ 2,521,328 $ 2,521,328 Contributions made ( 2,521,328) Increase in NPO - NPO at the end of the period Trend information for the past three years for TMRS is as follows: Year Annual Pension Cost (APC) Percentage of APC Contributed 2002 $ 2,240,904 100% 2003 2,311,438 100 2004 2,521,328 100 The following actuarial assumptions were used: Net Pension Obligation Actuarial Cost Method Unit Credit Amortization Method Level Percent of Payroll Remaining Amortization 25 years — Open Period Asset Valuation Method Amortized Cost Investment Rate of Return 7% Projected Salary Increases None Includes Inflation at 3.5% Cost of Living Adjustments None NOTE 10. EXCESS OF EXPENDITURES OVER APPROPRIATIONS As of September 30, 2005, the following individual funds had an excess of expenditures over appropriations: Car Rental Tax Fund Hotel/Motel Fund Police Drug Enforcement Fund Public Safety Grant Funds ($ 864,581) ( 383) ( 7,072) ( 100,067) 47 REQUIRED SUPPLEMENTARY INFORMATION CITY OF EULESS, TEXAS REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS FOR PARTICIPATION IN TEXAS MUNICIPAL RETIREMENT SYSTEM SEPTEMBER 30, 2005 Actuarial Valuation Date Actuarial Value of Assets 12/31/02 $ 47,212,730 12/31/03 50,659,933 12/31/04 54,239,808 Actuarial Accrued Liability Percentage Funded $ 57,449,068 82.18% 63,214,918 80.14% 67,007,298 80.95% Unfunded Actuarial Accrued Liability $ 10,236,338 12,554,985 12,767,490 Annual Covered Payroll $ 16,788,857 17,207,460 17,435,628 Unfunded Actuarial Accrued Liability as a Percentage of Covered Payroll 60.97% 72.96% 73.23% 48 CITY OF EULESS, TEXAS GENERAL FUND BUDGETARY COMPARISON SCHEDULE YEAR ENDED SEPTEMBER 30, 2005 REVENUES: General property tax: Current and delinquent taxes Penalty and interest Gross receipts tax: Southwestern Bell Telephone Company Texas Utilities Electric Company Texas Utility Gas Company Cable TV City Garbage Service Water and Sewer system Others General sales tax Fines and fees: Municipal Court fines Jail income Dog licenses and pound fees Ambulance fees Library fees Zoning fees Deferred adjudication fee Licenses and permits: Building permits Miscellaneous permits Minimum housing Interest income Intergovernmental Other revenues: Rental income Swimming pools Miscellaneous income Budgeted Amounts Original Final $ 7,115,163 40,000 7,155,163 450,000 1,525,000 150,000 230,000 133,000 689,300 92,700 3,270,000 6,253,125 2,454,700 250,000 14,500 290,000 37,000 18,000 195,000 3,259,200 400,000 198,000 88,000 686,000 175,000 284,920 123,006 15,000 97,000 235,006 Total revenues $ 21,318,414 $ 7,115,163 40,000 7,155,163 450,000 1,525,000 150,000 230,000 133,000 689,300 92,700 3,270,000 6,253,125 2,454,700 250,000 14,500 290,000 37,000 18,000 195,000 3,259,200 400,000 198,000 88,000 686,000 175,000 284,920 123,006 15,000 97,000 235,006 $ 21,318,414 Actual GAAP Basis $ 7,360,668 81,614 Variance with Final Budget Positive (Negative) $ 245,505 41,614 7,442,282 287,119 414,288 ( 35,712) 1,512,165 ( 12,835) 278,992 128,992 271,315 41,315 130,391 ( 2,609) 708,711 19,411 93,538 838 3,409,400 139,400 6,075,072 ( 178,053) 2,840,645 385,945 139,592 ( 110,408) 15,021 521 439,758 149,758 35,880 ( 1,120) 11,990 ( 6,010) 179,441 ( 15,559) 3,662,327 403,127 573,112 173,112 203,663 5,663 93,235 5,235 870,010 184,010 210,303 35,303 303,713 18,793 137,105 16,090 115,191 268,386 $ 22,241,493 14,099 1,090 18,191 33,380 $ 923,079 49 CITY OF EULESS, TEXAS GENERAL FUND BUDGETARY COMPARISON SCHEDULE YEAR ENDED SEPTEMBER 30, 2005 (CONTINUED) EXPENDITURES: Current: Culture and recreation Development services General and administrative Highways and streets Public safety Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) 2,697,200 999,231 5,682,176 725,049 13,227,259 Total expenditures 23,330,915 Excess (deficiency) of revenues over expenditures 2,697,200 ' 999,231 5,682,176 725,049 13,227,259 2,605,502 937,603 5,244,106 670,742 13,096,613 23,330,915 22,554,566 91,698 61,628 438,070 54,307 130,646 776,349 ( 2,012,501) ( 2,012,501) ( 3.13,073) 1,699,428 Other financing sources (uses): Transfers in 1,450,320 1,450,320 1,479,766 29,446 Transfers out ( 293,930) ( 293,930) ( 310,105) ( 16,175) Total other financing sources (uses) 1,156,390 1,156,390 1,169,661 13,271 Net change in fund balance ( 856,111) ( 856,111) 856,588 1,712,699 Fund balance, beginning of year 5,746,117 5,746,117 5,746,117 - Fund balance, end of year $ 4,890,006 $ 4,890,006 $ 6,602,705 $ 1,712,699 50 CITY OF EULESS, TEXAS BUDGETARY COMPARISON SCHEDULE CAR RENTAL TAX SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2005 Budgeted Amounts Original Final Revenues: Car rental tax $ 9,500,000 Interest income 200,000 Total revenues 9,700,000 Expenditures: General and administrative 6,333,333 Total expenditures 6,333,333 Other financing sources (uses): Transfers in Transfers out Total other financing sources (uses) Net change in fund balance Fund balance, beginning of year Fund balance, end of year $ 9,500,000 200,000 Actual GAAP Basis $ 10,841,899 182,149 9,700,000 11,024,048 6,333,333 6,333,333 7,197,914 Variance with Final Budget Positive (Negative) $ 1,341,899 ( 17,851) 1,324,048 864, 581) 7,197,914 ( 864,581) 61,262 61,262 33,609 ( 27,653) ( 1,700,901) ( 1,975,901) ( 1,853,901) 122,000 ( 1,639,639) ( 1,914,639) ( 1,820,292) 1,727,028 3,667,057 $ 5,394,085 1,452,028 3,667,057 $ 5,119,085 2,005,842 3,667,057 $ 5,672,899 94,347 553,814 $ 553,814 51 CITY OF EULESS, TEXAS NOTES TO REQUIRED SUPPLEMENTARY INFORMATION FOR THE YEAR ENDED SEPTEMBER 30, 2004 NOTE 1. BUDGET BASIS OF ACCOUNTING The City Council follows these procedures in establishing budgetary data reflected in the financial statements: 1. Prior to August 1, the City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following October 1. The operating budget includes proposed expenditures and means of financing them. 2. Public hearings are conducted to obtain taxpayers' comments. 3. Prior to September 21, the budget is legally enacted through passage of an ordinance and a budgetary report is prepared. 4. The City Manager is authorized to transfer budgeted amounts between departments within any fund; however, any revision that alters the total expenditures of any fund must be approved by the City Council. The budget presented reflects revisions made during the year. The legal level of control is at the fund level. 5. A budget is legally adopted for the General Fund and Special Revenue Funds on a basis consistent with accounting principles generally accepted in the United States of America. Formal budgetary integration is employed as a management control device during the year for the General Fund and Special Revenue Funds. Appropriations and encumbrances lapse at year-end. 6. Formal budgetary integration is not employed for the Debt Service Funds because effective budgetary control is alternatively achieved through general obligation bond indenture provisions. 7. Budgetary data for the Capital Projects Funds has not been presented in the accompanying basic financial statements as such funds are budgeted over the life of the respective project and not on an annual basis. Accordingly, formal budgetary integration of the Capital Projects Funds is not employed and comparison of actual results of operations to budgetary data for such funds is not presented. 8. Appropriated budgets for the Proprietary Funds are also adopted but have not been presented since reporting on such budgets is not legally required. The Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual — General Fund presents a comparison of budgetary data to actual results. The General Fund utilizes the same basis of accounting for both budgetary purposes and actual results. 52 INDIVIDUAL FUND STATEMENTS AND SCHEDULES NON MAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS Special revenue funds are used to account for specific revenues that are legally restricted to expenditures for particular purposes. Hotel/Motel Fund - to account for the operations and expenditures for which hotel/motel occupancy taxes are used. Occupancy tax revenues are used primarily for advertising and promotion of the City. Police Drug Enforcement Fund - to account for proceeds from sale of assets seized in connection with drug arrests. Revenues are used solely for police department expenditures. Half -Penny Sales Tax Fund - to account for the sales tax revenues and expenditures of the Euless Development Corporation, a component unit of the City of Euless. The expenditures of the half -penny sales tax can only be spent on parks, library, debt service, and economic development activities within the City of Euless. DEA Task Force Fund - to account for the City's portion of revenues and expenditures received from collection of confiscated drug money. Money is distributed to various other cities that are also involved in the collection process. Crime Control and Prevention District Fund - to account for the revenues and expenditures of this component unit of the City of Euless. The revenues are collected from sales taxes and expenditures can only be spent for police department operations and capital as approved by the Crime Control and Prevention District Board. Public Safety Grant Funds - to account for grant revenues received by the police and fire departments which must be spent in accordance with the grant provisions. 53 NON MAJOR GOVERNMENTAL FUNDS — continued CAPITAL PROJECT FUNDS Capital project funds are used to account for the acquisition and construction of major capital facilities other than those financed by proprietary funds and trust funds. Park Improvements Certificates of Obligation Fund (1990) - to account for the construction of park facilities. Financing was provided from the sale of Certificates of Obligation of $2,000,000 in 1990. Street Assessments Fund - to account for receipt of funds for special assessment collection and subsequent construction of improvements to various street and drainage projects. Half -Penny Sales Tax Construction in Progress Fund - to account for bond proceeds to be expended for construction projects funded by the Euless Development Corporation, a component unit of the City of Euless. Developers' Contribution Fund - to account for funds received for the purpose of making new and future improvements to various development areas within the City. Car Rental Capital Projects Fund — to account for building and infrastructure projects that are funded from the short-term motor vehicle tax. Police Facility Construction Fund — to account for the construction of a police facility. General Obligation Capital Projects Fund — to account for various construction projects within the City. 54 CITY OF EULESS, TEXAS COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2005 ASSETS Deposits and investments Accounts receivable Accrued interest receivable Prepaids Due from other governments Total assets LIABILITIES AND FUND BALANCES LIABILITIES: Accounts payable Accrued salaries and wages Due to other funds Total liabilities Fund Balances: Reserved: Reserve for debt service Reserve for historical preservation Reserve for development agreements Unreserved, undesignated Total fund balances Hotel/ Motel Fund Police Drug Enforce- ment Fund Special Revenue Funds Crime Half DEA Control and Penny Task Prevention Sales Tax Force District Fund Fund Fund $ 84,619 $ 236,485 $ 1,975,710 $ 51,900 9,200 9,482 495,480 $ 405,110 1,050 1,180 223,566 Public Safety Grant Funds Total $ 25,191 $ 2,727,115 26,168 78,068 10,250 10,662 719,046 $ 136,519 $ 236,485 $ 2,489,872 $ - $ 630,906 $ 51,359 $ 3,545,141 1,245 135,274 136,519 $ 84,919 $ 30,356 7,618 122,893 950,618 236,485 1,416,361 236,485 2,366,979 10,785 $ 3,423 $ 99,127 40,534 1,756 72,646 7,618 51,319 5,179 '179,391 950,618 1,245 579,587 46,180 2,413,887 579,587 46,180 3,365,750 Total liabilities and fund balances $ 136,519 $ 236,485 $ 2,489,872 $ - $ 630,906 $ 51,359 $ 3,545,141 55 Capital Projects Funds Park Improvements Half -Penny Police G.O. Certificates of Street Sales Tax Developers' Car Rental Facility Capital Total Nonmajor Obligation Assessments Construction . Contribution Capital Projects Construction Projects Governmental Fund (1990) Fund in Progress Fund Fund Fund Fund Totals Funds $ 3,272 $ 44,970 $ 336,529 $ 1,461,261 $ 613,564 $ 133,255 $ 42,741 $ 2,635,592 $ 5,362,707 - - 34,712 - 34,712 112,780 1,232 8,895 3,825 - 13,952 24,202 3,000 3,000 13,662 719,046 $ 3,272 $ 44,970 $ 337,761 $ 1,470,156 $ 655,101 $ 133,255 $ 42,741 $ 2,687,256 $ 6,232,397 $ 1,680 $ 389,006 $ $ $ 390,686 $ 489,813 - - - 72,646 7,618 1,680 389,006 390,686 570,077 950,618 1,245 1,470,156 - - 1,470,156 1,470,156 3,272 44,970 336,081 - 266,095 133,255 42,741 826,414 3,240,301 3,272 44,970 336,081 1,470,156 266,095 133,255 42,741 2,296,570 5,662,320 $ 3,272 $ 44,970 $ 337,761 $ 1,470,156 $ 655,101 $ 133,255 $ 42,741 $ 2,687,256 $ 6,232,397 56 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS YEAR ENDED SEPTEMBER 30, 2005 Special Revenue Funds Police Crime Drug Half DEA Control and Public Hotel/ Enforce- Penny Task Prevention Safety Motel ment Sales Tax Force District Grant Fund Fund Fund Fund Fund Funds Totals Revenues: General property tax $ - $ $ $ - $ $ $ Gross receipts tax 179,989 - 179,989 General sales tax - - 2,430,029 - 1,143,878 3,573,907 Interest income 1,828 4,946 29,917 15 9,449 46,155 DEA revenues - 14,607 - 14,607 Other revenues 162 - - 168,788 168,950 Total revenues 181,979 19,553 2,459,946 15 1,153,327 168,788 3,983,608 Expenditures: Culture and recreation 1,144,123 1,144,123 Development services 141,470 141,470 General and administrative 10,383 41,949 52,332 Highways and streets - - - - - - Public safety 12,072 1,017 1,094,454 195,361 1,302,904 Debt service Principal 585,000 585,000 Interest and fiscal charges 357,970 357,970 Capital outlay and maintenance Total expenditures Other financing sources (uses): Transfers in Transfers out Total other financing sources (uses) Net change in fund balances Fund balance, beginning of year Fund balance, end of year 10,383 12,072 2,270,512 1,017 1,094,454 (161,910) (25,480) 195,361 3,583,799 37,861 37,861 ( 187,390) ( 161,910) ( 25,480) 37,861 ( 149,529) 9,686 7,481 163,954 ( 1,002) 58,873 11,288 250,280 126,833 229,004 2,203,025 1,002 520,714 34,892 3,115,470 $ 136,519 $ 236,485 $ 2,366,979 $ $ 579,587 $ 46,180 $ 3,365,750 57 Capital Projects Funds Park Improvements Half -Penny Police G.O. Certificates of Street Sales Tax Developers' Car Rental Facility Capital Total Nonmajor Obligation Assessments Construction Contribution Capital Projects Construction Projects Governmental Fund (1990) Fund in Progress Fund Fund Fund Fund Totals Funds $ $ $ $ $ $ $ $ - - - 179,989 3,573,907 8,934 27,157 34,561 728 681 72,061 118,216 14,607 824,429 824,429 993,379 8,934 27,157 858,990 728 681 896,490 4,880,098 141,220 - 141,220 1,285,343 141,470 52,332 10,269 10,269 1,313,173 585,000 357,970 4,726 3,074,457 3,079,183 3,079,183 4,726 141,220 3,074,457 10,269 3,230,672 6,$14,471 25,000 375,000 - 400,000 437,861 - - ( 187,390) 25,000 375,000 400,000 250,471 4,726) ( 107,286) 27,157 ( 1,840,467) ( 9,541) 681 ( 1,934,182) ( 1,683,902) 7,998 44,970 443,367 1,442,999 2,106,562 142,796 42,060 4,230,752 7,346,222 3,272 $ 44,970 $ 336,081 $ 1,470,156 $ 266,095 $ 133,255 $ 42,741 $ 2,296,570 $ 5,662,320 58 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL HOTEL/MOTEL SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2005 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues: Gross receipts tax $ 150,000 $ 150,000 $ 179,989 $ 29,989 Other revenues - 162 162 Interest income - 500 500 1,828 1,328 Total revenues 150,500 150,500 181,979 31,479 Expenditures: General and administrative 10,000 10,000 10,383 ( 383) Total expenditures 10,000 10,000 10,383 ( 383) Other financing sources (uses): Transfers out ( 161,910) ( 161,910) J 161,9101 Total other financing sources (uses) ( 161,910) ( 161,910) ( 161,910) Net change in fund balance ( 21,410) ( 21,410) 9,686 31,096 Fund balance, beginning of year 126,833 126,833 126,833 Fund balance, end of year $ 105,423 $ 105,423 $ 136,519 $ 31,096 59 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL POLICE DRUG ENFORCEMENT SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2005 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues: DEA revenues $ $ $ 14,607 $ 14,607 Interest income 5,000 5,000 4,946 ( 54) Total revenues 5,000 5,000 19,553 14,553 Expenditures: Public safety 5,000 5,000 12,072 ( 7,072) Total expenditures 5,000 5,000 12,072 j 7,072) Other financing sources (uses): Transfers out Total other financing sources (uses) Net change in fund balance 7,481 7,481 Fund balance, beginning of year 229,004 229,004 229,004 Fund balance, end of year $ 229,004 $ 229,004 $ 236,485 $ 7,481 60 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL HALF -PENNY SALES TAX SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2005 Revenues: General sales tax Interest income Total revenues Expenditures: General and administrative Culture and recreation Development services Debt service: Principal Interest and fiscal charges Total expenditures Other financing sources (uses): Transfers out Total other financing sources (uses) Net change in fund balance Fund balance, beginning of year Fund balance, end of year Budgeted Amounts Original Final $ 2,501,250 12,000 ( 2,513,250 364,446 1,185, 857 181,464 585,000 357,970 2,674,737 55,573) ( 55,573) ( 217,060) 2,203,025 $ 1,985,965 $ 2,501,250 12,000 Actual GAAP Basis Variance with Final Budget Positive (Negative) $2,430,029 ($ 71,221) 29,917 17,917 2,513,250 2,459,946 ( 53,304) 364,446 1,185, 857 181,464 585,000 357,970 2,674,737 1,144,123 ( 779, 677) 141,470 1,044,387 41,949 139,515 585,000 357,970 2,270,512 55,573) ( 25,480) ( 55,573) ( 217,060) 2,203,025 $ 1,985,965 ( 25,480) 163,954 2,203,025 $ 2,366,979 $ 381,014 404,225 30,093 30,093 381,014 61 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL DEA TASK FORCE SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2005 Revenues: DEA revenues Interest income Total revenues $ Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) $ $ $ 15 15 15 15 Expenditures: Public safety 1,258 1,258 1,017 241 Total expenditures 1,258 1,258 1,017 241 Net change in fund balance ( 1,258) ( 1,258) ( 1,002) 256 Fund balance, beginning of year 1,002 1,002 1,002 Fund balance, end of year ($ 256) ($ 256) $ $ 256 62 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL CRIME CONTROL AND PREVENTION DISTRICT SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2005 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Originaa Final Basis (Negative) Revenues: General sales tax $ 1,165,000 $ 1,165,000 $ 1,143,878 ($ 21,122) Other revenue Interest income 7,500 7,500 9,449 1,949 Total revenues 1,172, 500 1,172,500 1,153,327 ( 19,173) Expenditures: Public safety 1,289,764 1,289,764 1,094,454 195,310 Total expenditures 1,289,764 1,289,764 1,094,454 195,310 Net change in fund balance ( 117,264) ( 117,264) 58,873 176,137 Fund balance, beginning of year 520,714 520,714 520,714 Fund balance, end of year $ 403,450 $ 403,450 $ 579,587 $ 176,137 63 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL PUBLIC SAFETY GRANT FUNDS SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2005 Revenues: Other revenues Interest income Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) $ 74,364 $ 74,364 $ 168,788 $ 94,424 Total revenues 74,364 74,364 168,788 94,424 Expenditures: Public safety 95,294 95,294 195,361 100,067 Total expenditures 95,294 95,294 195,361 100,0671. Other financing sources (uses): Transfers in 20,930 20,930 37,861 16,931 Total other financing sources (uses) 20,930 20,930 37,861 16,931 Net change in fund balance 11,288 11,288 Fund balance, beginning of year 34,892 34,892 34,892 Fund balance, end of year $ 34,892 $ 34,892 $ 46,180 $ 11,288 64 NON MAJOR PROPRIETY FUNDS Enterprise funds are used to account for operations that are financed and operated in a manner similar to private business enterprises - where the intent of the government's council is that the costs of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or where the government's council has decided that periodic determination of net income is appropriate for accountability purposes. Recreation Classes - to account for the operation of recreational programs and activities which are offered to groups and individuals on a fee basis. Softball Complex Fund - to account for the operation and maintenance of the softball complex, supported primarily by user charges. Athletic Complex Fund - to account for the operation and maintenance of the athletic complex, supported primarily by user charges. Arbor Daze Fund — to account for the receipts and disbursements of the Arbor Daze Festival, supported primarily by user charges. 65 CITY OF EULESS, TEXAS COMBINING BALANCE SHEET NON -MAJOR PROPRIETARY FUNDS SEPTEMBER 30, 2005 (1 of 2) Recreation Softball Athletic Arbor Classes Complex Complex Daze Totals ASSETS Current assets: Deposits and investments $ 307,056 $ 424,863 $ 188,771 $ 109,373 $ 1,030,063 Accounts receivable and unbilled revenue 2,644 3,130 - 540 6,314 Accrued interest receivable - - - - Prepaids and deposits 1,101 10,227 - 33 11,361 Inventory 11,296 2,571 - 13,867 Due from otherfunds 278,000 278,000 Total current assets 310,801 727,516 191,342 109,946 1,339,605 Non -current assets: Bond issuance cost 37,947 14,259 52,206 Less accumulated amortization 3,794 6,705 10,499 Net bond issuance cost 34,153 7,554 41,707 Utility plant and equipment in service, at cost Land 584,532 584,532 Building - 328,180 160,095 488,275 Equipment 59,113 110,836 57,115 - 227,064 Improvements - 608,896 5,122,655 5,731,551 Construction in progress - 1,848,043 1,848,043 59,113 1,632,444 7,187,908 8,879,465 Less accumulated depreciation 15,775 428,394 1,332,064 1,776,233 Net utility plant and equipment in service 43,338 1,204,050 5,855,844 7,103,232 Total non -current assets 43,338 1,238,203 5,863,398 7,144,939 TOTAL ASSETS 354,139 1,965,719 6,054,740 109,946 8,484,544 66 CITY OF EULESS, TEXAS COMBINING BALANCE SHEET NON -MAJOR PROPRIETARY FUNDS SEPTEMBER 30, 2005 Recreation Softball Athletic Arbor Classes Complex Complex Daze (2 of 2) Totals LIABILITIES AND FUND EQUITY Current liabilities: Payable from current assets: Accounts payable $ 23,047 $ 17,236 $ 10,331 $ $ 50,614 Accrued salaries and wages 541 25,633 2,025 28,199 Current portion of bonds payable - 90,000 - 90,000 Total current liabilities 23,588 132,869 12,356 168,813 Non -current liabilities: Bonds payable - 1,322,432 - 1,322,432 Due to other funds - 278,000 278,000 Total non -current liabilities - 1,322,432 278,000 1,600,432 Total liabilities 23,588 1,455,301 290,356 1,769,245 Net Assets: Invested in capital assets, net of debt 43,338 ( 208,382) 5,855,844 - 5,690,800 Unrestricted 287,213 718,800 ( 91,460) 109,946 1,024,499 Total net assets $ 330,551 $ 510,418 $ 5,764,384 $ 109,946 $ 6,715,299 67 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS NON -MAJOR PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2005 Operating revenues: Recreation fees Service fees and miscellaneous Total operating revenues Operating expenses: Recreation classes Athletic complex Softball complex Arbor Daze Depreciation Amortization Recreation Classes Softball Athletic Complex Complex Arbor Daze Totals $ 380,484 $ - $ $ - $ 380,484 923,246 276,216 873,959 2,073,421 380,484 923,246 276,216 873,959 2,453,905 349,627 10,410 Total operating expenses 360,037 Operating income (loss) 20,447 Nonoperating revenues (expenses) Investment income Interest on bonds Total nonoperating revenues (expenses), net Income (loss) before transfers Transfers in Transfers out 7,798 349,627 199,250 199,250 854,176 - 854,176 895,641 895,641 71,938 183,078 265,426 6,020 679 - 6,699 932,134 383,007 895,641 2,570,819 8,888) ( 106,791) ( 21,682) ( 116,914) 12,165 (44,199) 7,798 ( 32,034) 8,401 8,401 3,094 31,458 ( 44,199) 3,094 ( 12,741) 28,245 ( 40,922) ( 98,390) ( 18,588) ( 129,655) Change in net assets 28,245 Net assets, beginning of year 302,306 8,840 ( 8,840) 8,840 ( 8,840) ( 32,082) ( 107,230) ( 18,588) ( 129,655) 542,500 5,871,614 128,534 6,844,954 Net assets, end of year $ 330,551 $ 510,418 $ 5,764,384 $ 109,946 $ 6,715,299 68 CITY OF EULESS, TEXAS COMBINING STATEMENT OF CASH FLOWS NON -MAJOR PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2005 OPERATING ACTIVITIES Cash received from customers Cash payments to suppliers for goods and services Cash payments to employees for services Net cash provided by (used in ) operating activities NONCAPITAL FINANCING ACTIVITIES Transfer in Transfer out Net cash provided by (used in) noncapital financing activities Recreation Softball Athletic Arbor Classes Complex Complex Daze Totals $ 378,896 $ 921,251 $ 269,501 $ 853,763 $ 2,423,411 ( 255,217) ( 551,241) ( 180,295) ( 894,877) ( 1,881,630) ( 85,488) ( 320,043) ( 55,936) ( 461,467) 38,191 49,967 33,270 ( 41,114) 80,314 26,840 - 26,840 ( 26,840) ( 26,840) 26,840 ( 26,840) CAPITAL AND RELATED FINANCING ACTIVITIES Interest paid on bonds ( 44,199) ( 44,199) Reduction in bonds payable ( 90,000) ( 90,000) Net proceeds from refunding bond issuance Loss on refunding bond issuance Bond issuance costs - - - Purchase of utility plant and equipment in service ( 3,170) ( 21,562) ( 706,174) ( 730,906) Net cash used in capital and related financing activities ( 3,170) ( 155,761) ( 706,174) ( 865,105) INVESTING ACTIVITIES Interest received on investments 7,798 12,185 14,566 3,094 37,643 Net cash provided by investing activities 7,798 12,185 14,566 3,094 37,643 Net increase (decrease) in cash and cash equivalents 42,819 ( 66,769) ( 685,178) ( 38,020) ( 747,148) Cash and cash equivalents, beginning of year 264,237 491,632 873,949 147,393 1,777,211 Cash and cash equivalents, end of year $ 307,056 $ 424,863 $ 188,771 $ 109,373 $ 1,030,063 Reconciliation of operating income (loss) to net cash provided by (used in) operating activities Operating income (loss) $ 20,447 ($ 8,888) ($ 106,791) ($ 21,682) ($ 116,914) Adjustments to reconcile operating income (loss) to net cash provided by operating activities Depreciation and amortization 10,410 77,958 183,757 272,125 Loss on disposal of equipment Changes in assets and liabilities: Accounts receivable and unbilled revenue ( 1,588) ( 1,995) - ( 196) ( 3,779) Prepaids and deposits ( 758) ( 1,915) 2,000 764 91 Inventory - 1,377 54 1,431 Accounts payable 12,512 ( 13,542) ( 39,060) ( 40,090) Accrued salaries and wages ( 2,832) ( 3,028) 25 - ( 5,835) Deferred revenue - - ( 6,715) ( 20,000) ( 26,715) Net cash provided by (used in) operating activities $ 38,191 $ 49,967 $ 33,270 ($ 41,114) $ 80,314 69 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. 70 CITY OF EULESS, TEXAS COMBINING STATEMENT OF NET ASSETS INTERNAL SERVICE FUNDS SEPTEMBER 30, 2005 Risk Equipment Manage - Replacement Insurance ment Fund Fund Fund Total ASSETS Deposits and investments $ 1,540,746 $ 980,998 $ 871,820 $ 3,393,564 Accounts receivable - 268,365 268,365 Prepaid expenses 269,177 269,177 Accrued interest receivable 5,224 10,364 1,968 17,556 Total current assets Utility plant and equipment, at cost Equipment Less accumulated depreciation Net utility plant and equipment in service TOTAL ASSETS LIABILITIES Accounts payable Accrued salary and wages Accrued insurance claims Total current liabilities 1,815,147 1,259,727 873,788 3,948,662 5,295,866 54,956 11,024 5,361,846 5,295,866 54,956 11,024 5,361,846 3,498,546 54,956 11,024 3,564,526 1,797,320 - - 1,797,320 3,612,467 $ 1,259,727 $ 873,788 $ 5,745,982 69,020 $ 12,294 $ 110,805 $ 192,119 12,266 2,949 15,215 213,282 213,282 69,020 237,842 113,754 420,616 NET ASSETS Invested in capital assets, net of related debt 1,797,320 1,797,320 Unrestricted 1,746,127 1,021,885 760,034 3,528,046 Total net assets $ 3,543,447 $ 1,021,885 $ 760,034 $ 5,325,366 71 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2005 Operating revenues: Insurance premiums Service fees and miscellaneous Total operating revenues Operating expenses: General and administrative Insurance costs Depreciation Total operating expenses Operating loss Non -operating revenues: Investment income Loss on sale of capital assets Total nonoperating revenues Income (loss) before transfers Transfers in Change in net assets Net assets, beginning of year Net assets, end of year Equipment Replacement Fund $ ( 541,146 541,146 47,011 521,912 568,923 27,777) 27,999 ( 21,024) ( 6,975 20,802) 264,500 243,698 3,299,749 Insurance Fund Risk Manage- ment Fund Total $ 2,530,207 $ 256,271 $ 2,786,478 112,547 2,642,754 74,626 2,785,010 10,991 2,870,627 227,873) 27,422 27,422 ( 653,693 256,271 3,440,171 36,541 569,641 2,205 158,178 3,354,651 535,108 608,387 4,047,937 352,116) ( 607,766) 16,934 72,355 ( 21,024) 16,934 51,331 200,451) ( 335,182) ( 556,435) 500,000 299,549 722,336 440,000 104,818 655,216 1,204,500 648,065 4,677,301 $ 3,543,447 $ 1,021,885 $ 760,034 $ 5,325,366 72 CITY OF EULESS, TEXAS COMBINING STATEMENT OF CASH FLOWS INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2005 Risk Equipment Manage - Replacement Insurance ment Fund Fund Fund Total OPERATING ACTIVITIES Cash received from customers $ 609,474 $ 2,525,391 $ 256,271 $ 3,391,136 Cash payments to suppliers for goods and services ( 248,171) ( 2,777,096) ( 580,408) ( 3,605,675) Cash payments to employees for services - ( 61,733) ( 18,782) ( 80,515) Net cash provided by (used in) operating activities 361,303 ( 313,438) ( 342,919) ( 295,0542 NONCAPITAL FINANCING ACTIVITIES Transfers in 264,500 500,000 440,000 1,204,500 Net cash provided by noncapital financing activities 264,500 500,000 440,000 1,204,500 CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of equipment ( 361,776) ( 361,776) Sale of equipment ( 21,024) ( 21,024) Net cash used in capital and related financing activities ( 382,800) ( 382,800) INVESTING ACTIVITIES Interest received on investments 23,166 17,379 15,747 56,292 Net cash provided by investing activities 23,166 17,379 15,747 56,292 Net increase in cash and cash equivalents 266,169 203,941 112,828 582,938 Cash and cash equivalents, beginning of year 1,274,577 777,057 758,992 2,810,626 Cash and cash equivalents, end of year $ 1,540,746 $ 980,998 $ 871,820 $ 3,393,564 Reconciliation of operating loss to net cash provided by (used in) operating activities Operating loss ($ 27,777) ($ 227,873) ($ 352,116) ($ 607,766) Adjustments to reconcile operating loss to net cash provided by (used in) operating activities: Depreciation expense 521,912 10,991 2,205 535,108 Loss on disposal of equipment 68,328 68,328 Change in assets and liabilities: Receivables ( 117,363) ( 117,363) Prepaids ( 269,177) 6,814 ( 262,363) Accounts payable 68,017 890 4,043 72,950 Accrued salaries and wages 4,239 2,949 7,188 Accrued insurance claims 8,864 8,864 Net cash provided by (used in) operating activities $ 361,303 ($ 313,438) ($ 342,919) ($ 295,054) 73 AGENCY FUNDS Agency funds are used to account for assets held by the government as an agent for individuals, private organizations, other governments and/or other funds. Stars Center Escrow — to account for investments held on -behalf of the Dallas Stars until the bond issuance is retired. DEA Task Force - to account for assets and liabilities received from the DEA task force that are to be distributed to other participating entities. 74 CITY OF EULESS, TEXAS AGENCY FUNDS STATEMENTS OF CHANGES IN ASSETS AND LIABILITIES YEAR ENDED SEPTEMBER 30, 2005 Balance Balance September 30, September 30, 2004 Additions Deletions 2005 Assets: Deposits and investments $ 2,395,802 $ $ 107,184 $ 2,288,618 Total assets $ 2,395,802 $ $ 107,184 $ 2,288,618 Liabilities: Due to other entities $ 2,395,802 $ $ 107,184 $ 2,288,618 Total liabilities $ 2,395,802 $ $ 107,184 $ 2,288,618 75 STATISTICAL SECTION (Unaudited) CITY OF EULESS, TEXAS GOVERNMENT -WIDE EXPENSES BY FUNCTION FISCAL YEAR ENDED 2005 (UNAUDITED) Fiscal Year 2003 2004 2005 Culture and Recreation Development General and Services Administrative $ 4,753,724 $ 1,190,240 $ 4,411,726 4,573,219 1,217,794 1,113,875 Highways and Streets Public Safety 11,879,362 $ 2,117,959 $ 14,830,469 12,337,712 13,379,907 2,398,447 15,315,777 1,734,487 15,514,301 Note 1: City of Euless first applied GASB Statement 34 in fiscal year ended 9/30/03; therefore, government -wide financial information for years prior to fiscal year ended 9/30/03 is not available. CITY OF EULESS, TEXAS GOVERNMENT -WIDE REVENUES BY FUNCTION FISCAL YEAR ENDED 2005 (UNAUDITED) Fiscal Year 2003 2004 2005 Fee, Fines and Charges for Services $ 24,707,006 24,543,308 26,639,439 Program Revenues Operating Grants and Contributions Capital Grants Ad Valorem and Contributions Taxes $ 515,039 $ 517,307 1,302,332 Sales Taxes 2,849,795 $ 9,941,779 $ 8,865,055 2,850,705 10,233,079 9,229,819 3,308,393 10,777,414 9,648,979 Note 1: City of Euless first applied GASB Statement 34 in fiscal year ended 9/30/03; therefore, government -wide financial information for years prior to fiscal year ended 9/30/03 is not available. 76 Interest on Long-term Debt $ 3,147,819 2,765,102 2,572,094 Other Taxes $ 13,074,910 13,666,041 14,431,288 Water & Sewer $ 12,046,092 12,550,708 13,227,562 Drainage Utility $ 812,785 793,358 875,995 General Revenues Captital Contributions $ 2,003,095 3,928,771 1,603,525 Interest on Investments Table 1 Golf Course Other Total $ 3,616,671 $ 2,593,455 $ 56,988,576 3,667,537 3,792,552 Gain (Loss) on Sale of Assets Miscellaneous 2,299,391 57,757,552 2,630,760 59,414,752 Table 2 Total $ 900,478 $ 41,807 $ 102,193 $ 63,001,157 729,479 1,278,309 30,811 18,208 65,747,528 21,023) 68, 968,656 77 Table 3 CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION LAST TEN FISCAL YEARS (Unaudited) Culture and General Recreation/ Fiscal Govern- Public Highways Development Debt Year ment Safety and Streets Services Service Other Total 1996 $ 2,409,115 $ 7,445,910 $ 619,098 $ 1,527,718 $ 1,658,291 $ 1,833,982 $15,494,114 1997 2,591,776 8,187,576 639,906 1,781,630 2,145,300 2,495,872 17,842,060 1998 2,951,730 9,028,711 699,140 1,995,717 2,002,940 1,454,830 18,133,068 1999 3,112,014 9,455,787 815,687 2,060,029 2,319,044 1,896,288 19,658,849 2000 3,259,704 9,880,516 746,976 2,311,089 2,199,194 1,408,673 19,806,152 2001 3,483,706 10,622,716 734,672 2,406,417 4,379,893 1,800,781 23,428,185 2002 3,536,098 11,494,228 750,218 2,682,646 5,145,880 1,954,168 25,563,238 2003 5,029,333 11,811,166 715,877 3,643,523 5,135,900 - 26,335,799 2004 5,064,926 12,337,868 766,030 3,613,281 5,038,874 26,820,979 2005 5,244,106 13,096,613 670,742 3,543,105 4,724,813 27,279,379 Note 1: Includes General Fund and Debt Service Fund. Note 2: City of Euless first applied GASB Statement 34 in fiscal year ended 9/30/03; therefore, "other" classification no longer exists. 78 CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL REVENUES BY SOURCE LAST TEN FISCAL YEARS (Unaudited) Fiscal Year Taxes Licenses Inter- Charges and govern- for Fines Permits mental Services and Fees 1996 $12,049,604 $ 459,553 1997 12,733,372 1998 13,187,156 1999 13,800,144 2000 15,255,770 2001 16,286,212 2002 17, 842, 854 2003 18,601,527 2004 19,287,653 2005 20,502,154 Interest Income and Other Revenues Table 4 Total $ 84,447 $102,669 $2,233,554 $ 1,087,365 $16,017,192 530,525 192,742 89,102 2,337,343 396,811 258,663 93,175 2,671,187 448,751 557,246 101,705 3,349,742 550,356 602,417 102,096 3,452,010 511,625 413,617 104,922 3,145,608 1,188,231 421,176 105,187 3,237,217 1,009,058 326,493 112,013 3,377,046 1,190,059 292,265 119,607 3,162,113 870,010 303,713 120,900 3,662,327 Note 1: Includes General Fund and Debt Service Fund. 1,268,495 1,262,289 580,572 1,354,752 1,741,423 1,523,766 1,480,712 1,413,408 1,493,868 17,151,579 17,869,281 18,838,160 21,317,401 22,203,407 24,318,431 24,906,849 25,465,105 26,952,972 79 Table 5 CITY OF EULESS, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS (Unaudited) 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 1996 $6,517,809 $6,404,089 98,26% $ 72,683 $6,476,772 99.37% $ 354,752 5.44% 1997 6,150,523 6,073,887 98,75% 66,886 6,140,773 99,84% 392,589 6.38% 1998 6,235,640 6,123,906 98.21% 86,667 6,210,573 99.60% 392,589 6.30% 1999 6,698,985 6,618,464 98,80% 132,556 6,751,020 100.78% 393,988 5.88% 2000 7,150,393 7,068,633 98.86% 67,464 7,136,097 99.80% 361,663 5.06% 2001 7,717,258 7,562,145 97.99% 41,316 7,603,461 98.53% 493,703 6,40% 2002 8,987,088 8,668,507 96.46% 102,871 8,771,378 97.60% 915,904 10.19% 2003 9,758,243 9,639,278 98.78% 126,029 9,765,307 100.07% 1,002,193 10.27% 2004 10,244,982 10,026,897 97.87% 164,784 10,191,681 99.48% 938,053 9.16% 2005 10,820,274 10,663,367 98.55% 353,312 11,016,679 101.82% 707,019 6.53% Source: Tarrant County Tax Assessor/Collector 80 Table 6 CITY OF EULESS, TEXAS ASSESSED AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS (Unaudited) Ratio of Total Assessed Real Property Personal Property Total to Estimated Estimated Fiscal Assessed Actual Assessed Actual Assessed Actual Actual Year Value Value Value Value Value Value Value 1996 $ 908,760,987 $ 818,330,766 $ 166,784,893 $ 147,978,520 $ 1,075,545,880 $ 966,309,286 1997 955,692,304 908,760,987 172,885,117 166,784,893 1,128,577,421 1,075,545,880 1998 1,009,997,060 955,692,304 185,673,796 172,885,117 1,195,670,856 1,128,577,421 1999 1,093,894,921 1,009,997,060 182,729,883 185,673,796 1,276,624,804 1,195,670,856 2000 1,198,361,587 1,093,894,921 197,169,731 182,729,883 1,395,531,318 1,276,624,804 2001 1,307,137,899 1,198,361,587 194,966,019 197,169,731 1,502,103,918 1,395,531,318 2002 1,433,779,484 1,433,779,484 373,564,221 373,564,221 1,807,343,705 1,807,343,705 2003 1,547, 947,615 1,547,947,615 414,478,638 414,478,638 1,962,426,253 1,962,426,253 2004 1,660,048,845 1,660,048,845 409,644,479 409,644,479 2,069,693,324 2,069,693,324 2005 1,761,167,949 1,761,167,949 424,746,067 424,746,067 2,185,914,016 2,185,914,016 Source: TarrantAppraisal District 90% 95% 94% 94% 91% 93% 100% 100% 100% 100% 81 CITY OF EULESS, TEXAS PROPERTY TAX RATES ALL DIRECT AND OVERLAPPING GOVERNMENTS PER $100 OF ASSESSED VALUE LAST TEN FISCAL YEARS (Unaudited) Table 7 Fiscal Junior Year City (1) School g_i_ County (3) Hospital (3) College (31 Total 1996 0.6060000% 1.5345% 0.266603% 0.244640% 0.055460% 2.7071630% 1997 0.5449800% 1.6170% 0.266603% 0.239840% 0.057690% 2.7261130% 1998 0.5247540% 1.6063% 0.264000% 0.234070% 0.057690% 2.6867710% 1999 0.5247540% 1.6063% 0.264836% 0.234070% 0.106400% 2.7363170% 2000 0.5147540% 1.6318% 0.264836% 0.234070% 0.106400% 2.7518600% 2001 0.5147540% 1.6775% 0.274785% 0.234070% 0.106410% 2.8075190% 2002 0.4972540% 1.6530% 0.274785% 0.234070% 0.106410% 2.7655190% 2003 0.4972540% 1.7119% 0.272500% 0.232400% 0.139380% 2.8534340% 2004 0.4950000% 1.6616% 0.272500% 0.235397% 0.139380% 2.8038770% 2005 0.4950000% 1.7105% 0.272500% 0.235397% 0.139380% 2.8527770% Note 1: General property taxes for cities are limited by the Texas Constitution to $2.50 per $100 of assessed valuation. Note 2: 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. Note 3: 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 82 CITY OF EULESS, TEXAS RATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA LAST TEN FISCAL YEARS (Unaudited) Table 8 Net Bonded Net Estimated Net Debt to Bonded Fiscal Population Assessed General Assessed Debt Per Year (1) Value (2) Debt (3) Value Capita 1996 39,750 $ 1,075,545,880 $ 12,124,427 1.13% 305 1997 40,850 1,128,577,421 11,813,272 1.05% 289 1998 41,300 1,195,670,856 15,864,608 1.33% 384 1999 42,900 1,276,624,804 14,452,481 1.13% 337 2000 44,700 1,395,531,318 25,858,045 1.85% 578 2001 45,500 1,502,103,918 36,360,233 2.42% 799 2002 46,166 1,807,343,705 34,925,836 1.93% 757 2003 47,950 1,962,426,253 33,371,818 1.70% 696 2004 49,750 2,069,693,324 38,959,366 1.88% 783 2005 49,950 2,185,914,016 37,082,852 1.70% 742 Sources: (1) Estimates by North Central Texas Council of Governments (2) Tarrant Appraisal District (3) Includes General Obligation Bonds and Certificates of Obligation, with the exception of Taxable Certificates of Obligation 83 Table 9 CITY OF EULESS, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT SEPTEMBER 30, 2005 Unaudited) Percentage Amount Applicable Applicable Net Debt to City to City Jurisdiction Outstanding_ of Euless of Euless City of Euless $37,082,852 100.00% $37,082,852 Grapevine-Colleyville Independent School District 261,121,821 2.12% 5,535,783 Hurst -Euless -Bedford Independent School District 226,366,865 26.79% 60,643,683 Tarrant County 165,340,000 2.72% 4,497,248 Tarrant County Hospital County 38,500,000 2.72% 1,047,200 Tarrant County College District 63,713,727 2.72% 1,733,013 Total direct and overlapping debt $792,125,265 $110,539,779 Ratio of direct and overlapping bonded debt to taxable assessed valuation 5.06% Per capita direct and overlapping bonded debt $2,213 84 Table 10 CITY OF EULESS, TEXAS RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR NET GENERAL BONDED DEBT TO TOTAL GENERAL EXPENDITURES LAST TEN FISCAL YEARS (Unaudited) Ratio of Debt Service Interest to and Total Total General Fiscal Fiscal Debt General Expendi- Year Principal Charges Service Expenditures tures 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 19,806,152 11.72% 2000 1,022,790 1,178, 392 2,201,182 19, 806,152 11.11% 2001 1,179,277 3,200,616 4,379,893 23,428,186 18.69% 2002 1,734,866 3,411,014 5,145,880 25,563,238 20.13% 2003 1,987,838 3,062,699 5,050,537 26,335,799 19.18% 2004 1,941,815 2,922,059 4,863,874 26,820,979 18.13% 2005 2,015,000 2,581,813 4,596,813 27, 279, 379 16.85% 85 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE WATER AND SEWER BONDS LAST TEN FISCAL YEARS (Unaudited) Gross Fiscal Revenue Year (1) 1996 $ 10,579,366 1997 10,605, 353 1998 11,830,802 1999 11,909,011 2000 13,558,051 2001 13,084,483 2002 11,719,411 2003 13,016,934 2004 13,443,174 2005 14,548,715 Direct Operating Expenses (2) $ 8,177,311 8,014,504 9,780,792 9,288,622 9,765,239 10,915,784 10,298,940 10,431,249 10,902,522 11, 555,108 Net Revenue Available for Debt Services $ 2,402,055 2,590,849 2,050,010 2,620,389 3,792,812 2,168,699 1,420,471 2,585,685 2,540,652 2,993,607 Principal $365,000 370,000 395,000 385,000 415,000 445,000 580,000 615,000 500,000 305,000 Sources: (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. Interest and Fiscal Charges $ 170,205 151,480 128,040 107,325 62,856 317,637 231,234 199,245 183,946 275,524 Total $ 535,205 521,480 523,040 492,325 477,856 762,637 811,234 814,245 683,946 580,524 Table 11 Coverage Ratio 4.49 4.97 3.92 5.32 7.94 2.84 1.75 3.18 3.71 5.16 86 Table 12 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE DRAINAGE UTILITY BONDS LAST TEN FISCAL YEARS (Unaudited) Net Direct Revenue Interest Gross Operating Available and Fiscal Revenue Expenses for Debt Fiscal Coverage Year (1) (2) Services Principal Charges_ Total Ratio 1996 $563,004 $ 52,876 $ 510,128 $ 25,000 $ 126,791 $ 151,791 3.36 1997 587,892 66,624 521,268 30,000 125,419 155,419 3.35 1998 611,585 87,641 523,944 100,000 124,082 224,082 2.34 1999 621,586 195,397 426,189 105,000 118,433 223,433 1.91 2000 662,132 329,422 332,710 110,000 112,343 222,343 1.50 2001 662,455 212,073 450,382 120,000 108,652 228,652 1.97 2002 645,852 241,034 404,818 75,000 74,041 149,041 2.72 2003 653,916 291,668 362,248 160,000 32,494 192,494 1.88 2004 667,131 225,815 441,316 165,000 46,255 211,255 2.09 2005 700,316 265,444 434,872 170,000 41,305 211,305 2.06 Sources: (1) Includes operating revenue and interest earned on investments. (2) Total operating expenses exclusive of depreciation and amortization. 87 Table 13 CITY OF EULESS, TEXAS DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS (Unaudited) Per Capita School Unemployment Fiscal Population Income Enrollment Rate Year (1) (2) (3) (4) 1996 39,750 22,223 19,205 3.3% 1997 40,850 22,690 19,400 3.5% 1998 41,300 22,962 19,500 2.4% 1999 42,900 23,858 19,500 2.1% 2000 44,700 24,884 19,500 2.2% 2001 45,500 25,556 19,500 3.3% 2002 46,166 25,837 19,500 4.6% 2003 47,950 26,630 19,500 4.7% 2004 49,750 26,710 19,700 3.8% 2005 49,950 27,406 19,600 4.5% Note 1: Estimates by North Central Texas Council of Governments Note 2: Estimates by Claritas Site Reports Note 3: Hurst -Euless -Bedford Independent School District Note 4: Texas Workforce Commission Table 14 CITY OF EULESS, TEXAS PRINCIPAL TAXPAYERS SEPTEMBER 30, 2005 (Unaudited) 2005 Percentage Assessed of Total Type of Valuation Assessed Taxpayer Business (1) Valuation Hertz Rent A Car Car Rental $ 59,879,524 2.66% Vanguard Car Rental USA, Inc. Car Rental 48,800,000 2.17% Fairfield Bear Creek, LP Apartments 33,500,000 1.49% Somerset Village Partners, LP Apartments 29,732,774 1.32% Saluda Apartments, L.P. Apartments 28,939,355 1.28% Seramont, LP Apartments 28,506,000 1.26% Cingular Wireless, LLC Telephone 28,412,920 1.26% South West Properties Apartments 28,406,310 1.26% TXU Electric Delivery Co. Electric Utility 28,317,999 1.26% The Bear Apartments, Inc. Apartments 27,269,000 1.21% $ 341,763,882 15.17% Note 1: Based on Certified Tax Rolls from Tarrant Appraisal District as of September 2005 89 Table 15 CITY OF EULESS, TEXAS PROPERTY VALUE AND CONSTRUCTION LAST TEN FISCAL YEARS (Unaudited) Construction (1) Property Number Fiscal Value of Year (2) Permits Value 1996 $ 1,075,545,880 391 $ 22,907,680 1997 1,128,577,421 351 92,300,851 1998 1,195,670,856 293 1,586,997 1999 1, 276, 624, 804 244 28, 267, 792 2000 1,395,531,318 186 60,615,889 2001 1,502,103,918 246 35,276,093 2002 1,807,343,705 218 38,180,557 2003 1,962,426,253 362 67,835,536 2004 2,069,693,324 531 99,192,850 2005 2,185,914,016 406 77,890,527 Note 1: City Records Note 2: Tarrant Appraisal District Table 16 CITY OF EULESS, TEXAS COMPUTATION OF LEGAL DEBT MARGIN SEPTEMBER 30, 2005 (Unaudited) Article XI, Section 5 of the State of Texas Constitution states in part: "... 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 2005 was established at $.495000 per $100 of assessed valuation on 100% of appraised value. 91 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 2005 (Unaudited) Table 17 Date of incorporation February 24, 1953 Date of Adoption of Charter July 21, 1962 Form of government Home Rule - Council/Manager Mayor - elected at large Six Council Members Area 16.9 Square Miles Full time City employees budgeted 368 Fire protection: Number of stations Number of certified firefighters Police protection: Number of stations Number of certified officers 3 58 1 81 Parks and recreation: Number of swimming pools 3 Number of parks 16 Area of parks 605 acres Community buildings 5 Ampitheater 2 Conference center 1 Golf course 1 Athletic fields 24 Ice rinks 2 Library materials: Books Other media 90,046 9,926 Education: Elementary Schools 7 Junior High Schools 2 High School 1 Table 17 92 CITY OF EULESS, TEXAS Table 17 MISCELLANEOUS STATISTICS (Continued) SEPTEMBER 30, 2005 (Unaudited) City Water and Sewer service: Water Service: Number of Customers 25,012 Maximum daily capacity available from Trinity River Authority 29,000,000 Maximum daily capacity from City water wells 3,500,000 Total daily capacity 32,500,000 Maximum daily consumption 15,391,000 Average daily consumption 6,890,000 Water mains 194.66 miles Fire hydrants 1,318 Sewer Service: Average daily flow of wastewater 3,990,000 Number of customers 24,435 Sewer mains 180.5 miles Streets: Improved 141 miles State highways 33.3 miles Airport Streets 16.5 miles 93