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HomeMy WebLinkAboutFY 2023 Annual Comprehensive Financial ReportCity of =u ess Annual Comprehensive Financial Report Fiscal Year Ended September 30, 2023 201 N. Ector Drive: Euless, TX 76039 www.eulesstx.0ov THE CITY OF EULESS City of Euless, Texas Annual Comprehensive Financial Report Fiscal Year Ended September 30, 2023 Prepared by City of Euless Finance Department 201 North Ector Drive Euless, TX 76039 THE CITY OF EULESS CITY OF EULESS, TEXAS ANNUAL COMPREHENSIVE FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2023 CONTENTS INTRODUCTORY SECTION Page(s) Letter of Transmittal i vii City Officials viii Organizational Chart ix GFOA Certificate of Achievement x FINANCIAL SECTION Independent Auditor's Report 1-3 Management's Discussion and Analysis (unaudited) 5-19 Basic Financial Statements Government -Wide Financial Statements Statement ofNet Position 20 Statement of Activities 21 Fund Financial Statements Governmental Funds Balance Sheet 22-23 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position 25 Statement of Revenues, Expenditures and Changes in Fund Balances 26-27 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities 29 Proprietary Funds Statement ofNet Position 30-31 Statement of Revenues, Expenses, and Changes in Net Position 32-33 Statement of Cash Flows 34-35 Fiduciary Funds Statement ofNet Position 36 Statement of Changes in Fiduciary Net Position 37 Notes to Basic Financial Statements 39-86 Required Supplementary Information Schedule of Changes in Net Pension Liability/(Asset) and Related Ratios (Texas Municipal Retirement System) 89 Schedule of Contributions (Texas Municipal Retirement System) 90 Schedule of Changes in Net OPEB Liability and Related Ratios 91 Schedule of Contributions — OPEB Trust 92 Budgetary Comparison Schedules General Fund 93-94 Car Rental Special Revenue Fund 95 Notes to Required Supplementary Information 96 Combining and Individual Fund Statements and Schedules Non -Major Governmental Funds Combining Balance Sheet 100-103 CITY OF EULESS, TEXAS ANNUAL COMPREHENSIVE FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2023 CONTENTS -CONTINUED Page(s) Combining and Individual Fund Statements and Schedules - Continued Non -Major Governmental Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 104-107 Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual Hotel/Motel Special Revenue Fund 108 Half -Penny Sales Tax Special Revenue Fund 109 Police Drug Enforcement Special Revenue Fund 110 Crime Control and Prevention District Special Revenue Fund 111 Grant Special Revenue Fund 112 Police Seized Assets Special Revenue Fund 113 Juvenile Case Special Revenue Fund 114 TIRZ #3 Glade Parks Special Revenue Fund 115 Midtown Public Improvement District Special Revenue Fund 116 TIRZ #4 Midtown Special Revenue Fund 117 Cable PEG Fees Special Revenue Fund 118 Internal Service Funds Combining Statement ofNet Position 120 Combining Statement of Revenues, Expenses, and Changes in Net Position 121 Combining Statement of Cash Flows 122 STATISTICAL SECTION (Unaudited) Table Net Position by Component 1 125 Changes in Net Position 2 126-127 Fund Balances, Governmental Funds 3 128 Changes in Fund Balances, Governmental Funds 4 129 Estimated Actual Value of Taxable Property 5 130 Direct and Overlapping Property Tax Rates 6 131 Principal Property Taxpayers 7 132 Property Tax Levies and Collections 8 133 Ratio of Outstanding Debt by Type 9 134 Ratio ofNet General Bonded Debt to Assessed Value and Net Bonded Debt Per Capita 10 135 Direct and Overlapping Governmental Activities Debt 11 136 Schedule of Revenue Bond Coverage Water and Wastewater Bonds 12 137 Demographic Statistics 13 138 Principal Employers 14 139 Full-time City Government Employees by Function/Program 15 140 Operating Indicators by Function/Program 16 141 Capital Asset Statistics by Function/Program 17 142 INTRODUCTORY SECTION THE CITY OF EULESS THE CITY OF EULESS February 27, 2024 To the Honorable Mayor, Members of the City Council, and Citizens of the City of Euless, Texas The Finance Department and City Manager's Office are pleased to submit the Annual Comprehensive Financial Report for the City of Euless, Texas ("City") for the fiscal year ended September 30, 2023. This report complies with State law which requires that all local governments publish, within six months of the close of each fiscal year, a complete set of financial statements presented in conformity with accounting principles generally accepted in the United States of America ("GAAP") and audited in accordance with auditing standards generally accepted in the United States of America by a firm of licensed certified public accountants. This report is published to provide the City Council, City staff, citizens, bondholders, and other interested parties with detailed information concerning the financial condition and activities of the City. The report consists of City management's representations concerning the finances of the City. Consequently, management assumes full responsibility for the accuracy, completeness, and reliability of all of the information presented in the report. To provide a reasonable basis for making these representations, management of the City has established a comprehensive internal control framework that is designed both to protect the City's assets from loss, theft, or misuse and to compile sufficient reliable information for the preparation of the City's financial statements in conformity with GAAP. Because the cost of internal controls should not outweigh the benefits derived from them, the City's comprehensive framework of internal controls has been designed to provide reasonable rather than absolute assurance that the financial statements will be free from material misstatement. As management, we assert that, to the best of our knowledge and belief, this financial report is complete and reliable in all material respects. The City's financial statements have been audited by Weaver, L.L.P., a firm of licensed, certified public accountants. The goal of the independent audit is to provide reasonable assurance that the financial statements of the City for the fiscal year ended September 30, 2023, are free of material misstatement. The independent audit involved examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; assessing the accounting principles used and significant estimates made by management; and evaluating the overall financial statement presentation. The independent auditor concluded, based upon the audit, that there was a reasonable basis for rendering an unmodified ("clean") opinion that the City's financial statements for the fiscal year ended September 30, 2023, are fairly presented in conformity with GAAP. The independent auditor's report is presented as the first component of the Financial Section of this report. i 201 N. Ector Drive, Euless TX 76039-3595 817/685-1400 Metro 817/267-4403 Fax 817/685-1416 www.eulesstx.gov This report is presented in three sections: Introductory, Financial, and Statistical. The Introductory Section includes this transmittal letter, a listing of City Officials, and an organizational chart of the City. The Financial Section includes the Independent Auditor's Report on the basic financial statements, Management's Discussion and Analysis ("MD&A"), Basic Financial Statements, the Notes to the Basic Financial Statements, and Combining and Individual Fund Statements and Schedules. The MD&A is a narrative introduction, overview, and analysis to accompany the basic financial statements. This letter of transmittal is designed to complement, and should be read in conjunction with, the MD&A. The City of Euless' MD&A can be found immediately following the independent auditor's report. The Statistical Section includes financial and demographic information relevant to readers of the City's financial statements. The statistical data is generally presented on a multi -year basis. Profile of the City of Euless, Texas The City of Euless is located in North Central Texas in Northeast Tarrant County approximately 16 miles west of Dallas and 16 miles east of Fort Worth. Euless is readily accessible by State Highway 183 which is a multi -lane expressway linking Dallas to Fort Worth. Other major highways through the City include State Highway 121, State Highway 360, State Highway 10 and Farm -to -Market Road 157. Euless' centralized location provides quick access to both Dallas and Fort Worth metropolitan areas and is adjacent to Dallas -Fort Worth International Airport ("DFW Airport"), one of the world's busiest airports. The City encompasses approximately 16.2 square miles and serves a population of approximately 61,544. The City of Euless was incorporated February 24, 1953 and is a home rule city operating under a Council/Manager form of government. The City Council is comprised of the mayor and six council members who are elected at large. The Council has the authority to enact local legislation, levy taxes, adopt budgets, determine policies, incur debt, and appoint the City Secretary, City Attorney, Municipal Court Judge, and the City Manager. The City Manager reports directly to the City Council, and is responsible for the daily management of the various City departments. Council members serve three-year staggered terms, with two council members elected each year. The Mayor is elected to serve a three-year term. In addition, several boards and commissions were created to assist the City Council in deciding matters of policy and procedure and meet on various issues throughout the year. The City of Euless provides a full range of services to its citizens including: police and fire protection; emergency ambulance services; municipal court operations; development and code services; construction and maintenance of streets and highways, parks, and recreational facilities; water service and wastewater collection and treatment; and library operations. The City also operates a top -ranked, 18-hole golf course and conference center, youth athletic complex, and an aquatics center. Internal services of the City account for risk management, equipment replacement, and employee insurance coverage activities on a cost reimbursement basis. Private contractors, through franchise agreements, provide solid waste and recycling collections and disposal services for the City. ii Four component units of the City, the Euless Development Corporation, the Euless Crime Control and Prevention District, Tax Increment Reinvestment Zone ("TIRZ") #3 — Glade Parks, and Tax Increment Reinvestment Zone ("TIRZ") #4 — Midtown, are presented in the financial statements of the City as blended component units. Data for these component units is recorded in and presented as special revenue funds in the City's financial statements. Additional information on these component units can also be found in Note 1 in the Notes to the Basic Financial Statements. The annual budget serves as the foundation for the City of Euless' financial planning and control. Per the City Charter, the City Manager provides to the City Council the proposed budget by August 1st each year. The budget is filed with the City Secretary and is open for public inspection. Upon receipt of the budget, the City Council sets a date for a public hearing at which time interested citizens may express their opinions regarding the proposed budget. The Charter requires the Council to adopt the budget by a favorable majority vote at least ten 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 expenditures 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 for review. Economic Condition The information presented in the financial statements is perhaps best understood when it is considered from the broader perspective of the specific environment within which the City of Euless operates. The City of Euless is located in Tarrant County in the heart of the Dallas/Fort Worth ("DFW") Metroplex and adjacent to the DFW Airport. Thus, the economic vitality of the region significantly impacts the economic health of Euless. DFW Airport reports itself as the third largest airport in terms of operations and second largest in terms of passengers in the world, handling 73 million passengers annually. According to the North Texas Commission, DFW is the 4th largest region in the U.S. and has experienced tremendous growth during the past decade. With its highly -diversified economy, DFW has a population of over 7.7 million, a Gross Domestic Product of $534.8 billion, a labor force of over 4 million with the fourth largest labor force of U.S. metropolitan areas, an 8.1% job growth rate, is home to 23 Fortune 500 Firms, and boasts enrollment of over 472,600 individuals in colleges and universities making their home in the region. Such an economic environment has helped the region weather economic downturns in key sectors better than many other regions in the nation. The AllianceTexas development in North Fort Worth is a 27,000-acre development that has generated an estimated $111 billion in economic impact with over 560 companies, generating 66,000 direct jobs. It is anchored by the inland port known as the Alliance Global Logistics Hub. This area offers a variety of commercial real estate options, iii industrial space, office space, and retail facilities. Perot Field Fort Worth Alliance Airport was also named a Top 20 U.S. Cargo Airport by the Federal Aviation Administration (www.alliancetexas.com). Assessed value for all residential and commercial property in the City of Euless is estimated at approximately $6.8 billion for tax year 2023, which is a 14% increase from the prior year, due to increases in both residential and commercial real estate property values and to new growth. Sales tax collections increased almost 3.8% from FY2021-22 to FY2022-23. Euless continues to look for additional revenue opportunities in order to minimize the tax burden to citizens and strives to cut costs without impacting service. The City receives a significant amount of revenue from a consolidated rental car facility located at DFW Airport. The City Council has chosen to continue to use this funding source to support general government operations and to cash flow capital projects in lieu of debt issuance when possible. The City has been very cautious to not become overly dependent on this volatile resource while providing for needed improvements for citizens. The Dallas Cowboys AT&T Stadium, 2023 World Champion Texas Rangers Globe Life Park and Choctaw Stadium in Arlington are located within minutes of Euless and, continue to attract additional tourism to the City by hosting concerts and sporting events. Euless population has increased from 53,780 to 61,544 in ten years (North Central Texas Council of Governments). The City's median household income is $77,403, which compares favorably to $72,284 for Texas and $74,755 for the United States (U.S. Census Bureau). The City's educational level is 93.7% high school graduate or higher, which again is favorable to 86.1% for Texas and 89.6% for the United States (U.S. Census Bureau). The City of Euless has approximately 358.54 acres of undeveloped land. Long -Term Financial Planning The City of Euless has developed a comprehensive capital improvements document. Such strategic planning has allowed the City Council to fund several major infrastructure upgrades, park enhancements, and capital purchases in a systematic manner while considering the full impact to the operating budget and tax requirements. Many of these projects have been completed on a pay-as-you-go basis by utilizing operating revenues, excess reserves, and rental car taxes. The City Council and citizens of Euless have determined that debt issuance is a viable method of financing major capital projects and equipment purchases. Analysis of potential debt issuance includes the operating impact the repayment thereof will have on citizens, property tax rates, and enterprise fund service fee revenues. Per the City's fiscal policies, long-term debt will not be used for operating purposes and the life of the debt instruments will not exceed the useful life of the projects or equipment financed. Policy also specifies that debt with an average life of 20 years or less will be issued to reduce net interest cost and maintain future flexibility by paying off debt earlier. The majority of the City's existing long-term debt was used to finance infrastructure needs and traditional iv government facilities such as fire and police stations, streets, utility infrastructure, and development of parks and open spaces. The City's fiscal policies state current expenditures will be paid with current revenues. Deferrals, short-term loans, or one-time sources will be avoided as budget balancing techniques. Reserves will be used for emergencies or nonrecurring expenditures, except when balances can be reduced because levels exceed guidelines or legally -required minimums. Fiscal policies provide for a General Fund reserve equal to between 30 and 60 days of working capital. At no time shall the reserve fall below 8.3% of the General Fund expenditure budget (i.e. 30-day level). The current operating reserve is at 157 days of operations. At the end of the current year, the City was in compliance with this fiscal policy reserve level. The City's fiscal policies for the Water and Wastewater Fund require the maintenance of a minimum reserve of 45 to 75 days of working capital. The City currently maintains a 121-day reserve. Water and Wastewater revenue bond covenants require the City to maintain reserve amounts sufficient to cover the average annual debt service requirements. This revenue bond reserve is in addition to the working capital required by the City's fiscal policies and is maintained in a separate fund on the general ledger. As of September 30, 2023, the revenue bond reserve totaled $733,593 which meets the required average annual debt service per bond covenants Standard & Poor's Ratings Services, a subsidiary of the McGraw-Hill Companies, Inc. increased the City's general obligation debt rating to AA+ in 2023 and has sales tax revenue debt at AA and the water and wastewater revenue debt at AA+. Moody's Investor Service, Inc. rates the general obligation debt and water and wastewater revenue debt at Aa2. Additional information about the rating agencies or the significance of the ratings provided may be obtained from each agency's web site. Major Initiatives The City has partnered with Tarrant County, surrounding cities, local churches, and businesses to renovate qualifying homes in the community through the Tarrant County Home Program and the Community Powered Revitalization Program ("CPR"). Through these partnerships, the cities of Hurst, Euless, and Bedford have joined forces to assist qualifying residents in all three communities. The City participates in tax abatement programs as addressed in the Notes to Basic Financial Statements Note 1. Currently, there are no active property tax abatement agreements. Requests are considered on a case by case basis for economic development, redevelopment, stimulus, or retention. The City has various General Economic Development Agreements via Texas Local Government Code Chapter 380. These agreements are to stimulate economic development in the City, are authorized by City Council, are considered on a case by case basis, and are reflected in the budget and financial statements of the General Fund Non -Departmental Division and the Euless Development Corporation Fund. v The City's Capital Improvements Program and Americans With Disability Act ("ADA") Transition Plan address facility needs of the City. The Parks Master Plan, which is currently being updated, focuses on improving the quality of life for the community, includes additional hike/bike trails, park amenities and upgrades. The City has completed several projects in the past year and has many others underway that were included in these plans. The City believes it is critical that the street, water, wastewater, and drainage systems are properly maintained and systematically upgraded. While these are not glamorous, these represent the most basic governmental functions. Deferral of these projects creates a financial burden for future generations. Phase I of the FY2019 Street Reconstruction Project has been completed and Phase II, which consists of the reconstruction of W. Pipeline from Raider Drive, to the western city limits, is scheduled for bid in 2024. During last year, several water and wastewater line replacement projects and the well replacement projects were completed. The FY2023 Water Line Replacement Project has begun and the FY2023 Sewer Line Replacement Project will go out for bid in 2024. Additional Parking was added at the Parks at Texas Star North and new park lighting was installed from Heritage Avenue to Bob Eden Park. Construction of the new Fire Station #1 was completed, construction for Fire Station #2 is underway, and the architectural and engineering design phase of the Police / Court Facility Renovation is complete. The project is scheduled for bid in the spring of 2024. Over the last several years, the City has worked with developers on some major, mixed - use centers. Glade Parks, located along the southwest corner of Glade Road and Highway 121, provides approximately 1.2 million square feet of retail/office space and includes a unique residential component. In an effort to promote development in this area, the City created a TIRZ for the Glade Parks development and approved the related project and financing plan. This plan authorized the City to undertake certain public improvements associated with the Glade Parks development. Additionally, the City created the Glade Parks Public Improvement District ("PID") which is funded from assessments within the district. Over the last several fiscal years, numerous businesses opened in this development creating increased property values and retail sales. The single-family residential component continues to add value to the property tax base as well. The RiverWalk! development, includes approximately 200 acres located at the northwest corner of Airport Freeway and State Highway 360 extending north to Harwood Road. Lennar Homes has developed five (5) subdivisions within this mixed -use project. Recently, the remaining approximately 63 acres was sold and is being developed as a separate master planned development, known as Watercolor. This development will include single family residential including villas, townhomes and rowhomes, urban lofts, and retail/commercial centered around a water feature. In 2015, the City approved a 56-acre mixed -use development called Founders Parc, previously known as Midtown, located on the south side of State Highway 183, east of Farm -to -Market Road 157 and north of State Highway 10. Building is continuing on this development of 259 new single-family homes, 285 urban lofts, and over 57,000 square feet of retail and commercial space. Both a TIRZ and a PID have been created by the City to support debt for public improvements needed for the area including roadways, vi water distribution system, sanitary sewer and storm sewer collections systems, hardscaping, and amenities. There are currently two active residential subdivisions in the City. 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 Annual Comprehensive Financial Report for the fiscal year ended September 30, 2022. The Certificate of Achievement is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government financial reports. In order to be awarded a Certificate of Achievement, a government unit must publish an easily readable and efficiently organized Annual Comprehensive Financial Report, whose contents conform to program standards. Such report must satisfy both Generally Accepted Accounting Principles and applicable legal requirements. The City has been awarded a Certificate of Achievement for the last 36 consecutive years. We believe that the current Annual Comprehensive Financial Report meets the Certificate of Achievement program requirements and are submitting it to GFOA for review. In addition, the City of Euless received the GFOA's Distinguished Budget Presentation Award for its annual budget document. The City of Euless has received the Distinguished Budget Award for the last 32 years. In order to qualify for the 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 on a timely basis could not have been accomplished without the efficient and dedicated services of the entire staff of the Finance Department. Appreciation is expressed to City employees throughout the organization, especially those who were instrumental in the successful completion of this report. We would like to thank the Mayor and members of the City Council for their support in planning and conducting the financial operations of the City in a responsible, professional, and progressive manner. As always, the City of Euless staff welcomes and appreciates your comments. Respectfully Submitted, olfA zra7‘it' ,,e/Ja Loretta Getchell City Manager Janina Jewell Director of Finance vii City of Euless FISCAL YEAR 2022-2023 Council Members LINDA MARTIN, MAYOR Tim Stinneford, Place One Jeremy Tompkins, Place Two Eddie Price, Mayor Pro Tem, Place Three Perry Bynum, Place Four Harry Zimmer, Place Five Tika Paudel, Place Six Loretta Getchell, City Manager Chris Barker, Deputy City Manager Wes Rhodes, Assistant City Manager viii ORGANIZATIONAL CHART Loretta Getchell, City Manager CITIZENS OF EULESS May 08, 2023 MAYOR & COUNCIL MUNICIPAL COURT OF RECORD CITY MANAGER Loretta Getchell CITY SECRETARY z 4 0 Wayne K. Olson DEPUTY CITY MANAGER 1 LIBRARY DIRECTOR cc 2 g A a i 2 as adz Quintero COMMUNICATIONS AND 7Trr Michael Warr -ix GENERAL MANAG ER TEXAS STAR Glenda Heftseli-Shelton ix • Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Euless Texas For its Annual Comprehensive Financial Report For the Fiscal Year Ended September 30, 2022 Executive Director/CEO FINANCIAL SECTION CITY OF EUEESS xii weaver Assurance • iax • Advisory Independent Auditor's Report To the Honorable Mayor, City Council and City Manager City of Euless, Texas Report on the Audit of the Financial Statements Opinions 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 (City) as of and for the year ended September 30, 2023, and the related notes to the financial statements which collectively comprise the City's basic financial statements as listed in the table of contents. In our opinion, the accompanying financial statements 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, as of September 30, 2023, and the respective changes in financial position, and, where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinions We conducted our audit in accordance with auditing standards generally accepted in the United States of America (GAAS) and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States (Government Auditing Standards). Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the City and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Emphasis of Matter As discussed in Note 1 to the basic financial statements, during the year ended September 30, 2023, the City implemented Governmental Accounting Standards Board (GASB) Statement No. 96, Subscription -Based Information Technology Arrangements. Our opinions are not modified with respect to this matter. Responsibilities of Management for the Financial Statements The City's management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City's ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Weaver and Tidwell, L.L.P. 2300 North Field Street, Suite 1000 Dallas, Texas 75201 Main: 972.490.1970 CPAs AND ADVISORS I WEAVER.COM The Honorable Mayor, City Council and City Manager Auditor's Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with GAAS and Government Auditing Standards, we: • Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the City's ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control -related matters that we identified during the audit. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management's discussion and analysis, and the required supplementary information, as listed in the table of contents, be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with GAAS, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. 2 The Honorable Mayor, City Council and City Manager Other Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City's basic financial statements. The combining and individual nonmajor fund financial statements and schedules are presented for purposes of additional analysis and are not a required part of the financial statements. The combining and individual nonmajor fund financial statements and schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with GAAS. In our opinion, the combining and individual nonmajor fund financial statements and schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. Other Information Included in the Annual Comprehensive Financial Report (ACFR) Management is responsible for the other information included in the ACFR. The other information comprises the introductory and statistical sections but does not include the basic financial statements and our auditor's report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated February 23, 2024, 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 effectiveness of the City's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City's internal control over financial reporting and compliance. 6.)..,.a(.P/1 a,►4 _1(ac-,fi7.f. WEAVER AND TIDWELL, L.L.P. Dallas, Texas February 23, 2024 3 THE CITY OF EULESS CITY OF EULESS, TEXAS Management's Discussion and Analysis For the Year Ended September 30, 2023 (Unaudited) Management of the City of Euless offers the readers of the City's financial statements this narrative overview and analysis of the financial activities and financial position of the City for the fiscal year ended September 30, 2023. In the broadest context, the financial well-being of a government lies in the underlying wealth and willingness of its citizens and property owners to pay adequate taxes combined with the vision of the government's elected and appointed leadership to spend those taxes strategically so that the City's tax base, service levels, City assets, and the City's desirability will be maintained not just for the current year but well into the future. Financial reporting is limited in its ability to provide the "big picture" but rather focuses on financial position and changes in financial position. In other words, are revenues and/or expenditures higher or lower than the previous year? Has net position (containing both short-term and long-term assets and liabilities) or fund balance (the current "spendable" assets less current liabilities) of the government been maintained? Readers are encouraged to consider the information presented here in conjunction with the additional information furnished in the letter of transmittal (pages i-vii of this report) and the statistical section (pages 125-142 of this report) as well as information in the annual budget and the capital improvement plan along with other community information found on the City's website at www.eulesstx.gov. It should be noted that the Independent Auditor's Report describes the auditors' association with the various sections of this report and that all of the additional information from the website and other City sources is unaudited. Financial Highlights • The assets and deferred outflows of resources of the City of Euless exceeded its liabilities and deferred inflows of resources at the close of the most recent fiscal year by $316,419,884 (net position). This number must be viewed in the context that the vast majority of the City's net position of $203,492,391 (64%) is net investment in capital assets and that most capital assets in government do not directly generate revenue nor can they be sold to generate liquid capital. The net position restricted for specific purposes totaled $12,844,640 (4%). The remaining $100,082,853 (32%) is unrestricted net position and may be used to meet the government's ongoing obligations to citizens and creditors in accordance with the City's fund designation and fiscal policies. • Governmental activities realized an increase in total net position of $18,009,498 and business -type activities realized an increase in total net position of $2,147,780 bringing the total increase in net position for the City to $20,157,278. • At the close of the current fiscal year, the City of Euless' governmental funds reported combined ending fund balances of $109,950,038 which represents an increase of $29,083,594. Within this total, $4,884,252 is restricted for debt service; $36,154,995 is restricted by bond covenants for capital projects; $82,803 and $219,420 are restricted for court technology and juvenile case management, respectively; and another $2,306,211 is restricted for capital projects by developer agreements. Amounts restricted for cable PEG fees and historical preservation total $599,369 and $843, respectively. Another $29,139 is restricted for opioid remediation. Nonspendable fund balance of $269,413 represents fund balance amounts for inventories and prepaid items. 5 Fund balances of $41,600,323 represent assigned fund balance in the general, special revenue, and capital projects funds. The unassigned fund balance in the General Fund of $23,803,270 can be used for any lawful purpose. The General Fund unassigned balance represents 46% of fiscal year 2023 total fund expenditures. • The City's total capital and intangible assets (net of accumulated depreciation and amortization) increased by $305,078 which is attributed to completion of capital improvement projects and other asset additions including construction in progress exceeding current year depreciation expense and asset retirements. • The City's debt payable increased by $14.8 million or 16% due primarily to the issuance of certificates of obligation and software subscription debt less scheduled principal payments and annual amortization of premiums and discounts on debt issuances. OVERVIEW OF THE FINANCIAL STATEMENTS The discussion and analysis are intended to serve as an introduction to the City of Euless' basic financial statements which are comprised of three components: 1) government -wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other required supplementary information in addition to the basic financial statements themselves. Government -wide Financial Statements. The government -wide financial statements are designed to provide readers with a broad overview of the City of Euless' finances, in a manner similar to a private - sector business. The statement of net position presents information on all of the City of Euless' assets and deferred outflows of resources and liabilities and deferred inflows of resources, with the difference between them reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City of Euless is improving or deteriorating. The statement of activities presents information showing how the City's net position changed during the fiscal year. All changes in net position 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 receipts and cash outlays in future fiscal periods (e.g., uncollected taxes and earned but unused compensated absences). The government -wide financial statements distinguish between functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business - type activities). The governmental activities functions of the City include general and administrative, public safety, highways and streets, development services, and culture and recreation. The business -type activities of the City include water and wastewater system, drainage system, golf course, and other recreational enterprises. The government -wide financial statements include not only the City of Euless (the primary government), but also the Euless Development Corporation, the Crime Control and Prevention District, the Tax Increment Reinvestment Zone #3 — Glade Parks, and Tax Increment Reinvestment Zone #4 — Midtown which are legally separate entities that are financially accountable to the City. A blended presentation has been used to report the financial information of these component units. 6 The government -wide financial statements can be found on pages 20-21 of this report. Fund Financial Statements. A fund is a self -balancing set of accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City of Euless, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. All of the funds of the City can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental Funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government -wide financial statements with the exclusion of internal service fund activity. However, unlike the government -wide financial statements, governmental fund financial statements focus on near -term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near -term financing requirements. Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government -wide financial statements. By doing so, the reader may better understand the long-term impact of the government's near -term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains twenty-four individual governmental funds. Information is presented separately in the governmental funds balance sheet and in the governmental funds statement of revenues, expenditures, and changes in fund balances for the General, Debt Service, Car Rental Tax, and Police CIP funds, all of which are considered to be major funds. Data from the other twenty governmental funds are combined into a single, aggregate presentation. Individual fund data for each of these non - major governmental funds is provided in the form of combining statements elsewhere in this report. The City adopts an annual appropriated budget for its General and Car Rental Tax major governmental funds. A budgetary comparison schedule has been provided for each fund to demonstrate compliance with the adopted budgets. The basic governmental fund financial statements can be found on pages 22-29 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 wastewater, drainage utility, golf operations, and other recreation enterprises. Internal service funds are an accounting device used to accumulate resources and allocate costs internally among the City's various functions. The City uses internal service funds to account for its equipment replacement, risk management, and health insurance services. Because these services predominately benefit governmental rather than business -type functions, a portion of the activities in these funds is included within governmental activities in the government -wide financial statements. 7 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 Wastewater, Drainage Utility, Golf, and Other Recreation enterprises all of which are considered to be major funds of the City. 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 30-35 of this report. Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary funds are not reflected in the government -wide financial statements because the resources of those funds are not available to support the City's own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The basic fiduciary fund financial statements can be found on pages 36 and 37 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 39-86 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 obligations to provide pension and post -employment healthcare benefits to its employees. Additionally, schedules comparing budgetary figures and actual results of the General and Car Rental Tax funds are also located in this section of the report. Required supplementary information can be found on pages 89-96 of this report. The combining statements referred to earlier in connection with non -major governmental funds and internal service funds are presented immediately following the required supplementary information on pensions, OPEB, and budgetary comparisons. Combining and individual fund statements and schedules can be found on pages 98-122 of this report. Government -Wide Financial Statement Analysis As noted earlier, net position and especially net position by category may serve over time as a useful indicator of a government's financial position. In the case of the City of Euless, assets and deferred outflows of resources exceeded liabilities and deferred inflows of resources by $316,419,884 as of September 30, 2023. The largest portion of the City's net position (64%) reflects its investment in capital assets (i.e., land, buildings, equipment, improvements, construction in progress, and infrastructure) net of accumulated depreciation, less any debt used to acquire those assets that is still outstanding. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending and with the exception of business -type assets, do not generate direct revenue for the City. They do, however, represent an obligation on the part of the City to maintain these assets into the future. 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. 8 An additional portion of the City's net position (4%) represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net position of $100,082,853 (32%) may be used to meet the City's ongoing obligations to citizens, creditors, and employees. Net Position Amounts shown in 000's Governmental Bus ines s-type activities activities Totals 2023 2022 2023 2022 2023 2022 Current and other assets $ 158,965 $ 128,480 $ 50,979 $ 47,793 $ 209,944 $ 176,273 Capital assets 182,695 180,481 90,901 92,810 273,596 273,291 Total assets 341,660 308,961 141,880 140,603 483,540 449,564 Deferred outflows 19,438 5,613 3,948 1,343 23,386 6,956 Long-term liabilities 128,149 83,580 25,776 22,002 153,925 105,582 Other liabilities 18,058 20,804 12,637 12,129 30,695 32,933 Total liabilities 146,207 104,384 38,413 34,131 184,620 138,515 Deferred inflows 5,405 18,714 481 3,029 5,886 21,743 Net position: Net investment in capital assets 130,728 123,862 72,764 73,307 203,492 197,169 Restricted 8,186 7,579 4,659 4,583 12,845 12,162 Unrestricted 70,572 60,035 29,511 26,896 100,083 86,931 Total net position $ 209,486 $ 191,476 $ 106,934 $ 104,786 $ 316,420 $ 296,262 As of September 30, 2023, the City reports positive balances in all three categories of net position, for the government as a whole, as well as for its separate governmental and business -type activities. The same was true for the prior year. The City's unrestricted net position increased by $13,152,220 in fiscal year 2023 as compared to the unrestricted net position for the prior year. Restricted net position realized an increase of $681,707 and the amount invested in capital assets, net of related debt increased by $6,323,351. The increase in total net position of more than $20 million results primarily from current year operating results flowing to the net investment in capital assets and unrestricted categories of net position. The details of the results of current year operations are found in the table shown on the following page. 9 Changes in Net Position Amounts shown in 000's Governmental Business -type Activities Activities Totals 2023 2022 2023 2022 2023 2022 REVENUES Program revenues: Charges for services $ 6,804 $ 6,174 $ 38,973 $ 37,643 $ 45,777 $ 43,817 Operating grants and contributions 1,163 1,055 1,163 1,055 Capital grants and contributions 530 551 1,019 1,255 1,549 1,806 General revenues: Property taxes 27,569 24,974 27,569 24,974 Sales taxes 29,779 28,693 29,779 28,693 Car rental taxes 18,710 18,373 18,710 18,373 Mixed beverage taxes 215 201 215 201 Occupancy taxes 1,830 1,736 1,830 1,736 Gross receipts taxes 4,634 4,478 - 4,634 4,478 Investment income 5,180 804 1,097 174 6,277 978 Rents and royalties 1,346 1,567 1,346 1,567 Miscellaneous 1,355 1,305 - 949 1,355 2,254 Total revenues 99,115 89,911 41,089 40,021 140,204 129,932 EXPENSES Culture and recreation 8,017 7,714 8,017 7,714 Development services 1,304 934 - 1,304 934 General government 31,849 24,294 - 31,849 24,294 Highways and streets 4,591 4,016 4,591 4,016 Public safety 33,625 27,380 33,625 27,380 Interest and fiscal charges 2,414 2,417 - 2,414 2,417 Water and wastewater - 29,143 26,754 29,143 26,754 Drainage utility 1,747 1,517 1,747 1,517 Golf course - 5,330 4,704 5,330 4,704 Recreation enterprises - 2,026 2,024 2,026 2,024 Total expenses 81,800 66,755 38,246 34,999 120,046 101,754 Increase (decrease) in net position before transfers 17,315 23,156 2,843 5,022 20,158 28,178 Transfers 695 (6,698) (695) 6,698 Increase (decrease) in net position 18,010 16,458 2,148 11,720 20,158 28,178 Net position, beginning 191,476 175,018 104,786 93,066 296,262 268,084 Net position ending $ 209,486 $ 191,476 $ 106,934 $ 104,786 $ 316,420 $ 296,262 • Governmental activities. Governmental activities increased the City's net position by $18,009,498 thereby accounting for most of the growth (89%) in total net position. With the exception of rents and royalties, all revenue categories exceeded those of the prior fiscal year. At fiscal year-end, a majority of the American Rescue Plan Act (ARPA) funding remained unspent resulting in unearned revenue per reporting requirements. Sound fiscal management and close monitoring of revenues and expenses allowed the City to realize an increase in governmental activities net position before transfers of $17,314,247. 10 Total revenue for the governmental activities (excluding transfers) increased from the previous year by $9.2 million mainly due to a net increase in general revenues of $8.5 million combined with increased program revenues of approximately $718,000. General revenues are primarily comprised of property taxes, sales taxes, and car rental taxes. Property tax revenue increased due to an overall increase in taxable values of 11.9% over the prior year values (See Statistical Table 5). Sales taxes increased by nearly $1.1 million as a result of continued local economic recovery, new business openings, and the resurgence in the travel industry. Most businesses located in the Euless portion of the airport realized sales tax growth during the fiscal year. The travel resurgence also resulted in increased car rental taxes which reached an all-time high of $18 7 million by the end of the fiscal year. Total governmental program revenues consist of charges for services, grants, and contributions which realized an increase of nearly $718,000 overall. Culture and recreation revenues fell by more than $26,000 due to a dip in swimming pool fees. Development services revenues were nearly spot on with the prior year collections (declining less than $5,000). Public safety charges for services increased by $1.8 million for the year due predominantly to funding a portion of patrol salaries with ARPA funds. Conversely, operating contributions declined by $86,000 due to reduced emergency management reimbursements that were partially offset by grants for bullet resistant shields and selective traffic enforcement programs. Streets and highways realized a decrease of $429,000 in charges for services resulting from a reduction in the Midtown PID assessment. Additional tax increment property tax collections account for the decrease in the amount needed from the PID assessment to cover debt service payments. The operating contribution for streets and highways results from a collaborative project with the City of Bedford for intersection improvements to Cheek-Sparger Road at State Highway 121. • Total expenses of governmental activities increased by $15 million from FY2022 to FY2023. The FY2023 Operating Budget included a 7% raise package plus merit increases averaging 3% for employees across all funds. These raise packages increased governmental salary expenses by about $1.9 million across all governmental functions. Benefits based upon salaries also increased accordingly. The last position cut during the pandemic was restored to Finance during the year. Three field technicians and the upgrade of a part-time position to full-time also added to salary and benefit expenses in FY2023. Pension -related entries decreased salary -related expenses in the prior year, but increased governmental expenses by approximately by $2.5 million in FY2023. The overall difference between the two years' expenses totals more than $7.5 million mostly due to the recording of changes in and amortization of deferred outflows and deferred inflows ($32.5 million decrease) combined with an increase of almost $40 million in the net pension liability. OPEB-related expenses which includes the change in the net OPEB liability, related deferred inflows and deferred outflows, as well as the amortization of the deferrals decreased salary -related expenses by approximately $553,000 compared to a decrease in expenses of $179,000 in the prior year. Rebates increased by $521,000 as a result of increased sales, occupancy, and car rental taxes. Maintenance services decreased by more than $2.1 million due to the allocation of internal service fund activity. Professional services increased by $95,000 due to consulting services and commercial plan review resulting from staffing shortages. Insurance and prescription claims increased by $1.2 million predominantly due to a number of high claimants. While stop loss coverage reimbursed a large portion of the claims, the City incurred a deductible of $125,000 per claimant. Supplies expense rose by $206,000 due to higher costs in athletic field supplies, bunker gear, and electric service costs. Interest increased by $233,000 because of higher scheduled payments and bond issuance costs. The net position of general governmental operations accounts for 66% of total net position. 11 • Business -type activities. Business -type activities increased the City's net position by $2,147,780. The change in net position before transfers is $2,843,031. Charges for services program revenues for the business -type activities increased from the previous year by $1.3 million due primarily to increased Water and Wastewater ("W&WW") revenues and recreation revenues of $1.4 million and $96,000, respectively. Water rates increased $1 on the monthly residential base rate to cover the City's operational cost increases. Volumetric rates for water increased 560 per thousand gallons to cover the pass -through increase from Trinity River Authority ("TRA") for water purchases. Wastewater base rates increased by $1 per month to cover the City's operational cost increases. The volumetric rate increased by 190 per thousand gallons to cover the pass -through increase from TRA for treatment costs. Rather than receiving a refund for wastewater, the annual true -up of costs with TRA subjected the City to additional costs of $151,000. On the other hand, the City received almost $766,000 from TRA for the annual water cost true -up. In the current year, golf course rounds were slightly above those of the prior year and green fees increased by $30,000. Capital grants and contributions decreased by close to $236,000 due largely to a decline in developer contributions of W&WW infrastructure combined with a small increase in developer contributions of drainage assets. Investment revenues increased by $923,000 due to much -improved market rates as well as the availability of additional funds to invest. • Overall, total business -type expenses realized a net increase for the year of $3.25 million combined. Net pension, net OPEB, and related deferral entries increased expenses by more than $300,000 in the business -type activities this year compared to a decline of approximately $1 million in the prior year. Water purchases and wastewater treatment costs climbed from the prior year as a result of increased TRA rates. Increased costs of $627,000 at the golf course resulted mostly from higher costs for salaries, benefits, and supplies. Drainage utility realized an expense increase of almost $229,000, while other recreation enterprises expenses were nearly flat with the prior year. Net position for business -type activities represents 34% of total net position. Financial Analysis of the City's Funds. As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance - related legal requirements. Governmental funds. The focus of the City's governmental funds is to provide information on near - term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City's financing requirements. In particular, unassigned 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 $109,950,038, which represents an increase of $29,083,594 in comparison with prior year. Approximately 22% or $23.8 million constitutes unassigned fund balance in the general fund that is available for spending at the City's discretion. Another $269,413 in non -spendable fund balance represents amounts invested in inventories and prepayments. Another portion is restricted to indicate that it is not available for new spending because it has already been committed 1) to pay debt service ($4,884,252); 2) to pay for specific capital improvements per developer agreements ($2,306,211); 3) restricted by bond covenants for specific capital projects ($36,154,995); and 4) for a variety of other restricted purposes ($931,574). Assigned fund balance includes funds that management intends to use for a specific purpose as well as any residual balances of governmental funds other than the general fund. Assigned fund balance totals $41,600,323 and includes assigned fund balance in the general fund of $203,295 and $41,397,028 represents residual balances in other governmental funds. See discussion under Fund Balance Classifications in Note 1 of the Notes to Basic Financial Statements for additional details. 12 General fund budgetary analysis. In the General Fund, the City budgeted for a decrease in fund balance (i.e. a planned reduction) of $8,820,400 (revised). Due to a positive budget variance in overall revenues and expenditures, the General Fund ended the year with a decrease in fund balance of only $930,204. This figure represents a positive budget variance of $7,890,196 resulting primarily from sales tax collections, natural gas franchise fees, rental income, building permit revenue, investment income, and intergovernmental revenue realizing significant increases over expectations. The improvement in sales tax collections results from new business openings and continued improvement in the local economy. Natural gas franchise fees rose due to increased billings and collections by the provider. Rental income exceeded budget expectations because the income from one building is contingent upon the amount of sales tax collected by the occupant. Due to the volatile nature of the contingency, nothing is included in the budget for this building rental. For several years, building permit revenue has exceeded projected levels. Management intentionally decided to conservatively budget this revenue stream so that the City does not become overly dependent upon a finite revenue source. As the City nears build -out, building permit collections will decline until reaching a point more aligned with reconstruction and renovation levels. Permits for new construction will decline drastically over time. Investment income results from much -improved market rates and additional funds available for investment. The allocation of ARPA funding to cover a portion of patrol salaries throughout the year results in increased intergovernmental revenue. This funding was originally budgeted as a transfer but was actually recorded as intergovernmental revenue pursuant to ARPA requirements. General fund budgetary expenditure savings total $3.6 million before transfers. General and administrative ("G&A") expenditures account for approximately $2.2 million of the savings. The finance department, which is included in G&A, had two open positions for several months of the fiscal year with savings of about $115,000. Information services accounts for $130,000 in savings from subscription arrangements and machinery and equipment. Human resources budgetary savings were realized in tuition reimbursement and training and testing. The overall largest G&A savings were recorded in non -departmental. Retiree adjustments ($50K savings) provided funding for final expenditures for current year retirees. Departmental budgets were sufficient to cover these costs so the non -departmental funds were not needed. Salary adjustments realized savings of $240,000. These funds provided monies for out -of -cycle pay raises for positions realizing significant turnover or the potential thereof. Recruiting and retaining quality, knowledgeable employees is a high priority for the City. The contingencies budget was increased by $150,000 due to recessionary and inflationary concerns. Only about 30% of the budget was used from this account. The THE transit system is performing analysis on the best method of charging surrounding cities for services provided. As such, no payment was due for FY2023, thereby saving the City $120,000. The budget for electric service grew due to an anticipated rate increase, however, the rate was less than projected. Approximately $314,000 in savings was realized in computer equipment most of which was due to the on -going fiber optic project Almost $210,000 was rolled to FY2024 for the completion of this project. Capital purchases realized budgetary savings of almost $919,000; $705,000 of which was rolled to FY2024 for continuing projects at fiscal year-end. Public safety expenditures came in $908,000 underbudget due primarily to open positions throughout the fiscal year. Most public safety salary and related benefit accounts were underbudget at fiscal year- end. However, overtime costs increased due to staffing levels and minimum requirements. Most of the savings in highways and streets ($278K) results from salary and benefit savings, with the exception of stand-by pay and overtime expenditures. Culture and recreation realized budgetary savings in salary and related benefits, mowing and tree trimming costs, and land betterment. The personnel savings account for approximately 54% of the total culture and recreation expenditures. Again, this results mainly from open positions throughout the fiscal year. 13 General fund. Several general fund revenue categories realized increases over the prior year including property tax collections, general sales tax receipts, franchise fees, investment earnings, and intergovernmental revenue. General sales tax collections increased by almost $663,000 as result of continued recovery in the local economy, new business openings, and a resurgence in the travel industry. Taxable property values increased over the prior year values by 11.9%, while the tax rate dropped from 47.50 to 460 per $100 of taxable property valuation. The resulting increase in property tax collections of nearly $546,000 offset a reduction of $131,000 in fines and fees. Municipal court fines dropped by $150,000 from FY2022 to FY2023 due to a decline in case volume of over 17%. Gross receipts taxes (i.e. franchise fees) rose by $177,000 in total. Gas franchise fees grew due to an increase in billings and collections by the provider. Water and wastewater gross receipts taxes exceeded those of the prior year by $93,000 due to additional revenues generated from rate increases. Market rates as well as investment portfolio yields increased throughout the fiscal year. A resulting uptick in investment income of almost $603,000 was realized. As mentioned previously, ARPA funding accounts for the growth in intergovernmental revenues. Total revenues surpassed prior year levels by nearly $3.3 million. Expenditures increased almost $7.9 million or 18% over the prior year. Most of the increase is realized in G&A and public safety expenditures. The employee raise packages previously mentioned combined with funding of a reinstated/new positions along with rising benefit costs increased total salary and benefit expenditures in the general fund approximately $2.3 million over the prior year. Many of the City's benefits are salary -based and increase automatically when any type of raise becomes effective. Non -departmental expenditures, which are classified in the G&A expenditure category, increased by $1.9 million. A portion of the increase is due to additional computer hardware expenditures of $561,000 in the fiber optic project. Software subscriptions account for a $657,000 cost increase in non - departmental. The replacement of aging software in planning and development and municipal court accounts for a large portion of this increase over prior year levels. One-time purchases increased by $561,000 due the cost and composition of the requests approved and is limited by the funding available for such projects. Rebates and incentives increased $287,000 over the prior year due to growth in sales tax receipts and property tax collections. Public safety expenditures increased over prior year levels by $2.1 million and is primarily attributable to salaries and benefits ($1.6 million) as previously described. Expenditures for supplies rose by $76,000 due in large part to the purchase of bunker gear. Transfers to the equipment replacement internal service fund increased close to $398,000 due to the equipment and vehicles purchased for additional staff approved in the prior year coupled with higher overall replacement costs. Continued supply chain issues and inflationary pressures resulted in higher than anticipated vehicle, machinery, and equipment replacement costs. Whenever feasible to do so, the City will extend the useful life of these assets to accumulate additional funding for replacement and/or to wait for easing of inflationary pressures currently being experienced. Culture and recreation realized an overall increase in expenditures due to higher costs for equipment replacement, professional services, and salaries and benefits. Due to staffing shortages throughout the year, planning and development incurred costs of about $95,000 for consulting services and commercial plan review. The remaining increase in this department is attributable to salaries and benefits. Debt service expenditures in the general fund result from principal and interest payments on leases and subscription -based information technology arrangements. 14 Debt service fund. The Debt Service fund balance increased $473,368 which is $572,664 better than the anticipated drawdown of $99,296. Compared to the prior year, revenues increased by $1.8 million. Property taxes increased by $1.4 million over the prior year due in large part to higher taxable values coupled with an increase in the amount of the tax rate allocated to the interest and sinking fund. Investment revenues exceeded prior year amounts by $181,000 due to favorable market conditions and the availability of additional cash. The premium on the issuance of debt increased by $250,000 over the last year. Expenditures rose by $1.4 million due to scheduled payments exceeding those of the prior fiscal year. Car rental tax fund. The Car Rental Tax fund balance was originally anticipated to increase $1,590,336, but the revised budget showed a projected increase of $317,427. This fund ended the year with an increase of $4,644,453 resulting primarily from continued improvement in the travel industry. Car rental tax revenues, which are highly dependent upon the travel industry, exceeded those of the prior year by $337,000. Investment income was approximately $1 million more than prior year levels due to favorable market rates combined with an increase in investable balances in this fund. Per contractual agreement, the car rental revenues are shared with the cities of Dallas and Fort Worth. Increased collections lead to a $225,000 increase in expenditures, while capital outlay rose by $110,000. Transfers to other funds increased over the prior year by $199,000 due to a decline in the general fund transfer combined with increases in transfers for general CIP approved projects and for equipment replacement purchases. Police CIP fund. For the police CIP fund, certificates of obligation were issued late in the fiscal year in the amount of $20.6 million for the police department/municipal court remodel project. A premium of $1.4 million was recognized on the debt issuance. $960,000 was transferred from the crime control and prevention district ("CCPD") to cover preliminary design services costs. This fund realized an increase in fund balance of $22.4 million. Non -major governmental funds. The non -major governmental funds realized a combined increase in fund balance of $2,451,389; special revenue funds realized a drawdown of $604,152, while the capital projects funds contributed $3,055,541 to the balance. The car rental and street CIP funds realized fund balance decreases as expenditures ramped up on projects funded (at least partially) in the prior fiscal year. Current year project funding for all CIP funds from transfers totaled $8.4 million while project expenditures totaled $6.2 million. The redevelopment, half -penny sales tax, general, and developers' contribution CIP funds all added to the combined CIP fund balance. Hotel/motel collections exceeded expectations and prior year collections by $318,000 and $94,000, respectively. Hotel/motel fund expenditures and transfers out were both more than those of the prior year. This fund added $202,000 to fund balance for the year. The Half -Penny Sales Tax (EDC) fund reduced fund balance by $1.9 million largely due to increased revenues of $356,000, combined with increased expenditures of $827,000 and increased transfers to CIP ($3.1 million) for approved capital projects. The CCPD fund drew down fund balance by $197,000 in the current year as a result of increased revenues ($194,000) coupled with a transfer out to police CIP of $960,000 for the police department/municipal court remodel project. The TIRZ #3 Glade Parks and the TIRZ #4 Midtown funds increased fund balance mainly due to property tax collections and sales taxes receipts from participating entities outpacing debt service expenditures. Enterprise funds. The City's enterprise fund statements provide the same type of information found in the government -wide financial statements for business -type activities, but in more detail. Most of the City's enterprise funds are heavily dependent upon local weather conditions. During the year, rainfall fell short of that of a "normal" year by more than eight inches and was also short of prior year levels just over one inch. 15 The W&WW fund realized a decline in operating income of $344,000 resulting principally from increased operating revenues combined with an increase in expenses of $2.2 million. The W&WW fund revenues increased $1.86 million largely as a result of volumetric rate increases in water consumption and wastewater treatment passed through from TRA. Residential base rates also increased $1 per month for both water and wastewater to cover the City's increased operating costs. Water purchases and wastewater treatment costs rose by just over $1 million combined. Salary and benefit expenses (excluding non -departmental) increased by more than $356,000 due to the raises previously mentioned. Non -departmental expenses increased by $760,000 overall. Salary and benefit expenses in this department grew by more than $1 million primarily due to changes in the net pension liability (asset in the prior year) and the net OPEB liability, related current year deferred inflows and outflows, as well as the amortization of the deferrals. These entries account for about 75% of the growth; while the remaining 25% is due to the raise packages and benefit increases mentioned elsewhere in this report. Franchise and administrative fees increased by $93,000 each from the prior year; electric service rose by $59,000; and software subscriptions increased by $46,000. Including nonoperating and other revenues and expenses, an increase of more than $1.2 million was realized in the W&WW fund for FY2023. The golf course realized revenues of $5.2 million and expenses of $5.5 million leading to an operating loss of $377,000. Last year, operating income was $395,000 which equates to a difference of $772,000. Paid golf rounds were slightly higher than those of the prior year. Entries relating to net pension and net OPEB liabilities and related deferrals increased salary expenses by almost $52,000 as compared to last year's decrease of $144,000. Other salary and related benefits increased due to employee raises which added $417,000 to operating costs. Increases in user fee transfers to equipment replacement totaled $28,000; while cost of goods sold increased by $66,000 for food, beverage, and alcohol sales due to higher sales volumes and inflation. The golf course added $479,000 to net assets for FY2023. The decrease in net position of the drainage utility fund results largely from the reduction in revenues from Grapevine/Colleyville ISD's participation in the Bear Creek Elementary drainage improvement project. In the prior year, collections totaled $271,000 while the current year amount was only $29 (i.e. the project was substantially complete in FY2022). Operating costs increased by $211,000. The drainage utility fund recorded a loss of net assets in the amount of $649,000. Other recreation enterprises operating revenues increased by $95,000, while operating expenses increased $54,000. Costs increases include instructor fees, umpire fees, supplies, and cost of goods sold. User fees paid to the equipment replacement fund declined. Arbor Daze contractual services costs realized an increase of $50,000. The net result of the other recreational activity was a loss of $84,000. 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, 2023, totaled $273,596,125 (net of accumulated depreciation and amortization). The investment in capital assets includes land, buildings, improvements, machinery and equipment, infrastructure, intangible assets, and construction in progress. The net increase in the City's investment in capital assets for the current fiscal year was $305,078 or about .1%. Major capital asset activity that occurred during the current fiscal year included the following: • Capital asset contributions were comprised of $921,000 in developer dedications of streets, water and wastewater infrastructure, drainage structures and land. Community Development Block Grant ("CDBG") funding of wastewater lines totaled just over $442,000. 16 • Capital asset additions for governmental activities include, but are not limited to, a dome shelter for the street department, an access control system for fire station #1, and appliances for fire station #1. Completed projects for the year include fire station #1, FY2022 and FY2023 street improvement projects, PATS North parking lot, aquatic park upgrades, Midway pickleball court, and trail lighting. • Construction -in -progress related to general government activity of $16,128,702 chiefly consists of the following projects: fire station #2 ($1.1M), FY2019 street reconstruction ($12M), city-wide fiber optic project ($596K), police and courts remodel design ($594K), and PATS North remodel ($239K). Blessing Branch and Wilshire park improvements are also currently underway and have incurred expenditures of $959,000. • The Westpark Way valve replacement project was completed at a cost of $180,000. Wastewater lines in the Midway Park 3rd addition were also finished this fiscal year. The Far North and Fuller well replacement project, including a pump station and SCADA system at each location, was finalized by fiscal year-end. • Construction -in -progress related to business -type operations of $1,387,836 principally consists of water line replacements along Huntington Drive and along South Main street, at Midway Park 1st addition, and at Oakwood Terrace. Wastewater line replacements in progress at the end of the year include Cedar Hill Estates, Euless Square and Aransas (CDBG), and Trailwood addition. Capital Assets (Net of Accumulated Depreciation) Amounts shown in 000's Land Buildings Other improvements M&E Infrastructure Right -to -use equipment Right -to -use software Construction in Progress Totals Govemmental activities 2023 2022 $ 43,526 $ 42,947 40,258 15,654 13,634 53,134 136 224 36,358 15,750 11,835 53,459 198 Business -type activities Totals 2023 2022 2023 2022 $ 5,719 $ 5,719 $ 49,245 $ 48,666 4,283 1,179 44,541 37,537 7,649 8,189 23,303 23,939 1,020 1,185 14,654 13,020 70,685 65,630 123,819 119,089 148 203 284 401 9 - 233 16,129 19,934 1,388 10,705 17,517 30,639 $ 182,695 $ 180,481 $ 90,901 $ 92,810 $ 273,596 $ 273,291 Additional information on the City's capital assets can be found in Note 3 on pages 60-61 of this report. Long-term debt. At fiscal year-end, the City's outstanding debt totaled $102,892,424 net of unamortized losses on prior refundings. Of this amount, $82,235,981 comprises debt backed by the full faith and credit of the government, where $3,375,304 is the amount of self -supported debt for Texas Star Golf Course and Stars Center. The remainder of the City's debt, $20,656,443, represents bonds secured solely by specific revenue sources (i.e. revenue bonds). 17 Outstanding Debt Amounts shown in 000's GO bonds COs GO/CO deferred loss Taxnotes Leases Subscriptions Revenue bonds Revenue deferred loss Totals Governmental activities 2023 2022 $ 1,870 $ 3,010 70,675 (51) 7,165 136 224 4,800 $ 84,819 Business -Type activities 2023 2022 $ 2,245 $ 2,775 52,560 - (92) (185) 9,155 - 198 149 9 5,025 15,875 (19) $ 69,856 $ 18,074 (232) 203 16,835 (37) $ 19,544 $ Totals 2023 $ 4,115 70,675 (236) 7,165 285 233 20,675 (19) 102,893 2022 $ 5,785 52,560 (324) 9,155 401 21,860 (37) $ 89,400 In fiscal year 2023, the City issued $20,620,000 in new certificates of obligation and $352,027 in subscription liabilities. No new bonded debt was issued for the City's enterprise operations during the year. The City's total debt increased $13,492,130 (exclusive of deferred losses) or 15.1% during fiscal year 2023 and is attributed to the addition of the new debt less scheduled annual principal payments and annual amortization of losses on refundings, premiums and discounts on debt issues. Standard & Poor's Ratings Services, a division of the McGraw-Hill Companies, Inc. increased the City's rating on general obligation debt from AA to AA+. The rating for the water and wastewater revenue debt remains at AA+. Moody's Investor Service, Inc. rates the general obligation debt, the water and wastewater revenue debt, and sales tax revenue debt at Aa2. Additional information on the City's long-term debt can be found in Note 4 on pages 62-69. Economic Factors and Next Year's Budgets and Rates In the FY2023-24 budget, general fund revenues and transfers in are budgeted to increase by 7% from the FY2022-23 original budget. Property taxes account for 41% of budgeted revenues and sales taxes comprise approximately 33% of budgeted revenues. Certified assessed taxable valuations as of July 25, 2023 increased 14% from the preceding year. The property tax rate decreased from 46¢ per $100 of taxable assessed valuation to 45.750 per $100 of taxable assessed valuation for FY2023-24. In the FY2023-24 budget, total sales tax receipts are projected to increase approximately $775,000 over the FY2022-23 original projections. The car rental tax receipts are budgeted below prior year actual collections due mainly to the timing of budget preparation. By the end of FY2022-23, monthly car rental tax receipts were exceeding pre -pandemic levels and this trend is anticipated to continue into future. However, the budget preparation work was completed prior to receipt of final collection results for FY2022-23. Baseline budgeted expenditures in the General Fund are projected to increase approximately 7% from the FY2022-23 original budget excluding capital programs. The proposed employee pay plan includes a baseline salary increase of 3.5% for public safety personnel and funding for merit -based increases for non-public safety employees. The anticipated average increase for the merit raises is 3.5%. The City elected to use excess reserves to fund capital needs. 18 For the Water and Wastewater Fund, the FY2023-24 budget includes the continuation of the tiered rate structure for residential and irrigation water volume billing. Under the tiered structure, customers pay a graduated volume rate based on varying levels of monthly water consumption. Residential volume rates range from $5.35 to $7.98 per thousand gallons. A wastewater volume charge of $4.99 per thousand gallons applies to all customer classes. Residential wastewater volume charges are capped at a maximum of 12,000 gallons per month. Residential base rates on water and wastewater service both increased $1 per month. The City maintained annual funding of for pay-as-you-go capital expenses of $1,100,000. Additionally, funding from the American Rescue Plan Act of 2021 will allow the City to expand the number of projects under construction in the upcoming fiscal year. Planned projects primarily include infrastructure improvements such as wastewater lines in Cedar Hill Estates South Phases I and II and Trailwood Addition as well as water line replacements in Midway Park 1st Addition, Oakwood Terrace, and along South Main Street. The Texas Star Golf Course and Conference Centre is a vibrant part of the Euless community. This secluded facility, located in the midst of the Dallas/Fort Worth Metroplex, is well-known for world class golf and a challenging course that has been recognized as a premier municipal facility by leading golf publications, including Golf Digest and Golfweek. Additionally, Raven's Grille and the Conference Centre continue to receive rave reviews. The Conference Centre has 7,000 square feet of divisible space and hosts business conferences, weddings, concerts, and other events. Proposed revenues of $5,663,037 and proposed operating expenses of $5,654,171 were approved for FY2023-24. Request for Information The financial report is designed to provide citizens, customers, investors, and creditors with a general overview of the City's finances. If you have questions about this report or need additional information, contact the Finance Department, Attn: Janina Jewell, Director of Finance, at 201 North Ector Drive, Euless, Texas 76039, call (817) 685-1626, or e-mail jjewell@eulesstx.gov. 19 CITY OF EULESS, TEXAS GOVERNMENT -WIDE STATEMENT OF NET POSITION SEPTEMBER 30, 2023 ASSETS Deposits and investments Receivables, net of allowances Lease receivables Internal balances Inventories, at cost Prepaid items Restricted assets Deposits and investments Capital assets Land and construction in progress Other capital assets, net of accumulated depreciation Intangible assets Right -to -use assets, net of accumulated amortization Total assets DEFERRED OUTFLOWS OF RESOURCES Deferred outflows related to pension Deferred outflows related to OPEB Deferred charges on refunding Total deferred outflows of resources LIABILITIES Accounts payable Contracts payable Accrued liabilities Accrued interest payable Unearned revenue Money held in escrow Noncurrent liabilities Due within one year Due in more than one year Total liabilities DEFERRED INFLOWS OF RESOURCES Deferred inflows related to OPEB Deferred inflows related to leases Total deferred inflows of resources NET POSITION Net investment in capital assets Restricted for Debt service Impact fees Developer agreements Court technology Juvenile cases Cable PEG fees Historical preservation Opioid remediation Unrestricted Total net position 2,306,211 82,803 219,420 599,369 843 92,824 70,572,250 Primary Government Governmental Business -type Activities Activities Total $108,954,622 $ 26,929,874 13,111,513 5,401,606 4,792,268 356,567 (6,196,439) 6,196,439 8,553 278,559 1,319,115 20,951 $135,884,496 18,513,119 5,148,835 287,112 1,340,066 36,975,397 11,794,843 48,770,240 59,655,008 7,106,381 66,761,389 122,680,983 83,636,482 206,317,465 359,274 341,660,294 18,841,986 545,184 50,763 19,437,933 3,947,732 23,385,665 157,997 517,271 141,879,699 483,539,993 14,822,541 436,426 2,129,395 352,459 317,934 3,628,848 22,470,834 114,799 659,983 204,085 254,848 2,692,241 17,514,782 436,426 272,800 2,402,195 81,118 433,577 7,221,554 7,539,488 2,369,365 2,369,365 6,903,322 1,625,581 8,528,903 121,245,400 24,150,569 145,395,969 146,207,477 38,413,228 184,620,705 612,318 123,916 736,234 4,792,268 356,567 5,148,835 5,404,586 480,483 5,885,069 130,728,192 72,764,199 203,492,391 4,884,252 1,348,271 6,232,523 3,310,647 3,310,647 2,306,211 82,803 219,420 599,369 843 92,824 29,510,603 100,082,853 $209,486,164 $106,933,720 $316,419,884 The Notes to the Basic Financial Statements are an integral part of these statements. 20 CITY OF EULESS, TEXAS GOVERNMENT -WIDE STATEMENT OF ACTIVITIES YEAR ENDED SEPTEMBER 30, 2023 Program Net (Expense) Revenue and Revenues Changes in Net Position Primary Government Operating Capital Business - Charges Grants and Grants and Governmental Type Program Activities Expenses for Services Contributions Contributions Activities Activities Total Primary government Govemmental activities Culture and recreation $ 8,016,590 $ 293,667 $ $ - $ (7,722,923) $ $ (7,722,923) Development services 1,304,416 1,144,743 - (159,673) (159,673) General and administrative 31,849,368 62,769 17,938 - (31,768,661) (31,768,661) Highways and streets 4,591,037 287,767 195,450 530,101 (3,577,719) (3,577,719) Public safety 33,625,098 5,015,159 949,956 - (27,659,983) (27,659,983) Interest 2,414,153 (2,414,153) (2,414,153) Total govemmental activities 81,800,662 6,804,105 1,163,344 530,101 (73,303,112) (73,303,112) Business -type activities Water and wastewater 29,142,646 30,852,319 930,269 2,639,942 2,639,942 Drainage utility 1,746,667 958,637 88,446 (699,584) (699,584) Golf course 5,330,321 5,159,600 - (170,721) (170,721) Other recreation enterprises 2,025,933 2,001,970 - (23,963) (23,963) Total business -type activities 38,245,567 38,972,526 1,018,715 1,745,674 1,745,674 Total primary government $ 120,046,229 $ 45,776,631 $ 1,163,344 $ 1,548,816 (73,303,112) 1,745,674 (71,557,438) General Revenues Taxes Property taxes, levied for general purposes 27,569,306 - 27,569,306 Sales taxes 29,778,805 - 29,778,805 Car rental taxes 18,709,978 - 18,709,978 Mixed beverage taxes 215,340 - 215,340 Hotel/motel occupancy taxes 1,829,672 - 1,829,672 Gross receipts taxes 4,633,488 - 4,633,488 Investment income 5,180,191 1,097,357 6,277,548 Rents and royalties 1,345,885 - 1,345,885 Miscellaneous 1,354,694 1,354,694 Transfers 695,251 (695,251) - Total general revenues and transfers 91,312,610 402,106 91,714,716 Change in net position 18,009,498 2,147,780 20,157,278 NET POSITION, beginning of year 191,476,666 104,785,940 296,262,606 NET POSITION, end of year $ 209,486,164 $ 106,933,720 $ 316,419,884 The Notes to the Basic Financial Statements are an integral part of these statements. 21 CITY OF EULESS, TEXAS BALANCE SHEET — GOVERNMENTAL FUNDS SEPTEMBER 30, 2023 ASSETS Deposits and investments Receivables Property taxes Accounts receivable Accrued interest receivable Due from other governments Lease receivable Prepaids and deposits Inventories, at cost Restricted deposits and investments Total assets LIABILITIES Accounts payable Contracts payable Accrued liabilities Unearned revenue Total liabilities DEFERRED INFLOWS OF RESOURCES Unavailable revenue - property taxes Unavailable revenue - other Deferred inflow related to leases Total deferred inflows of resources FUND BALANCES Nonspendable Prepaids, deposits, and inventories Restricted for Debt service Capital projects Developer agreements Court technology Juvenile case management Cable PEG fees Historical preservation Opioid remediation Assigned Unassigned Total fund balances Total liabilities, deferred inflows of resources, and fund balances General Fund Debt Service Fund Car Rental Tax Fund $ 23,163,715 $ 2,722,639 $ 21,260,637 315,908 632,493 159,576 3,551,844 1,045,900 248,641 8,553 84,751 8,635 2,061,603 128,476 3,204,919 $ 29,126,630 $ 4,877,628 $ 24,594,032 $ 2,002,292 $ 18,065 $ 11,251,328 993,769 2,996,061 18,065 11,251,328 315,908 393,060 1,045,900 1,754,868 257,194 82,803 29,139 203,295 23,803,270 24,375,701 81,777 2,061,603 2,143,380 2,716,183 13,342,704 2,716,183 13,342,704 $ 29,126,630 $ 4,877,628 $ 24,594,032 The Notes to the Basic Financial Statements are an integral part of these statements. 22 Police CIP Fund Non -major Governmental Funds $ - $ 31,907,480 192,733 735,018 75,278 2,107,253 1,684,765 12,219 22,517.428 14,146,833 22,517,428 $ 50,861,579 72,840 $ 72,840 1,136,546 436,426 140,823 352,934 2,066,729 Total Governmental Funds $ 79,054,471 593,392 1,376,146 363,330 8,864,016 4,792,268 260,860 8,553 36,664,261 $ 131,977,297 $ 14,481,071 436,426 1,134,592 352,934 16,405,023 - 397,685 39,223 432,283 1,684,765 4,792,268 1,723,988 5,622,236 12,219 269,413 - 2,168,069 4,884,252 22,444,588 13,710,407 36,154,995 - 2,306,211 2,306,211 - - 82,803 219,420 219,420 599,369 599,369 843 843 - 29,139 28,054,324 41,600,323 23,803,270 22,444,588 47,070,862 109,950,038 $ 22,517,428 $ 50,861,579 $ 131,977,297 23 THE CITY OF EULESS CITY OF EULESS, TEXAS RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET TO THE STATEMENT OF NET POSITION SEPTEMBER 30, 2023 Total fund balances - governmental finds $ 109,950,038 Amounts reported for governmental activities in the statement of net position are different because: Capital assets of governmental funds are not current financial resources and therefore are not reported in the governmental funds balance sheet. 175,678,796 Interest payable on long-term debt does not require current financial resources, therefore, interest payable is not reported as a liability in the governmental funds balance sheet. Internal service funds are used by management to charge the cost of certain activities, such as insurance and fleet management, to individual funds. The assets and liabilities of the internal service funds are net of the amount allocated to business -type activities. (352,459) 32,664,258 Revenues earned but not available within sixty days of the year end are not recognized as revenue on the find financial statements. 864,968 Funds comprising the net OPEB liability ($8,259,771), deferred inflows ($612,318) and deferred outflows $545,184 of resources related to the OPEB are not current financial resources and therefore are not reported in the governmental finds balance sheet. Funds comprising the net pension liability ($29,036,476) and deferred outflows $18,841,986 of resources related to the pension are not current financial resources and therefore, are not reported in the governmental funds balance sheet. Long-term liabilities, including bonds payable, deferred charges on refindings, and compensated absences (excluding those of internal service funds) are not due and payable in the current period and therefore, are not reported in the find financial statements. (8,326,905) (10,194,490) (90,798,042) Net position of governmental activities $ 209,486,164 The Notes to the Basic Financial Statements are an integral part of these statements. 25 CITY OF EULESS, TEXAS STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS YEAR ENDED SEPTEMBER 30, 2023 Debt Car General Service Rental Tax Fund Fund Fund Revenues General property tax $ 19,924,167 $ 5,128,282 $ Gross receipts tax 4,561,441 - Mixed beverage tax 215,340 General sales tax 18,160,781 Car rental tax - 18,709,978 Fines and fees 3,521,246 Licenses and permits 1,117,424 Investment income 776,630 322,569 1,168,749 DEA revenues - - Intergovernmental 2,576,230 Rents and royalties 446,794 Other revenues 1,245,291 Total revenues 52,098,550 5,897,645 19,878,727 Expenditures Current Culture and recreation 3,745,509 Development services 961,916 General and administrative 13,726,515 - 12,583,319 Highways and streets 1,556,124 Public safety 29,612,570 Debt service Principal 171,466 5,635,000 Interest and fiscal charges 1,301 2,389,945 Capital outlay 2,081,522 - Total expenditures 51,856,923 8,024,945 12,583,319 Excess (deficiency) of revenues over (under) expenditures 241,627 (2,127,300) 7,295,408 Other financing sources (uses) Issuance of subscription debt 323,561 - Issuance of debt - Premiums on issuance of debt 250,433 Proceeds from sale of assets 2,618 Transfers in 1,627,682 2,350,235 Transfers out (3,125,692) - (2,650,955) Total other financing sources (uses), net (1,171,831) 2,600,668 (2,650,955) Net change in fund balances (930,204) 473,368 4,644,453 Fund balances, beginning of year 25,305,905 2,242,815 8,698,251 Fund balances, end of year $ 24,375,701 $ 2,716,183 $ 13,342,704 The Notes to the Basic Financial Statements are an integral part of these statements. 26 Police CIP Fund Non -major Governmental Funds $ 2,541,752 1,901,719 11,618,024 78,668 1,827,701 35,377 531,033 131,096 343,847 78,668 18,930,549 594,080 594,080 (515,412) 20,620,000 1,380,000 960,000 22,960,000 22,444,588 3,495,757 225,461 2,541,481 393,873 3,259,376 229,856 173,975 6,544,409 16,864,188 2,066,361 14,233 59,295 8,435,511 (8,124,011) 385,028 2,451,389 Total Governmental Funds $ 27,594,201 6,463,160 215,340 29,778,805 18,709,978 3,521,246 1,117,424 4,174,317 35,377 3,107,263 577,890 1,589,138 96,884,139 7,241,266 1,187,377 28,851,315 1,949,997 32,871,946 6,036,322 2,565,221 9,220,011 89,923,455 6,960,684 337,794 20,620,000 1,630,433 61,913 13,373,428 (13,900,658) 22,122,910 29,083,594 44,619,473 80,866,444 $ 22,444,588 $ 47,070,862 $ 109,950,038 27 THE CITY OF EULESS 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, 2023 Net change in fund balances - total governmental funds $ 29,083,594 Amounts reported for governmental activities in the statement of activities are different because: Governmental fiords report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over the estimated useful lives and reported as depreciation expense. This is the amount of capital expenditures recorded in the current period. Governmental fiords report cash proceeds from the disposal of capital assets as revenues, while only the net gain/loss on the transaction is reported in the statement of activities and capital contributions are not reported in governmental finds. This is the amount of capital contributions and disposals recorded in the current period. Depreciation and amortization expense on capital and intangble assets is reported in the statement of activities but does not require the use of current financial resources. Therefore, depreciation and amortization expenses are not reported as expenditures in the governmental fluids. The issuance of long-term debt provides current financial resources to governmental funds, but has no effect on net position. The repayment of the principal of long-term debt consumes current financial resources of governmental fiords, but has no effect on net position. Governmental fluids report the effect of premiums, discounts, and deferred charges on refunding when debt is first issued, whereas the amounts are deferred and amortized in the statement of activities. Current year changes in the long-term liabilities for compensated absences do not require the use of current financial resources; therefore, they are not reported as expenditures in governmental fluids. Current year changes in accrued interest payables do not require the use of current financial resources; therefore, they are not reported as expenditures in governmental fluids. Changes in the net OPEB liability and related deferred inflows and outflows not recognized on the fund financial statements under the modified accrual basis are recognized on the accrual basis in the government -wide financial statements. Changes in the net pension liability (asset) and related deferred inflows and outflows not recognized on the fund financial statements under the modified accrual basis are recognized on the accrual basis in the government -wide financial statements. Internal service fiords are used by management to charge the costs of certain activities, such as insurance and fleet management, to individual fluids. The net revenue of the internal service fiords is reported with governmental activities net of the amount allocated to business -type activities. Certain revenues in the government -wide statement of activities that do not provide current financial resources are not reported as revenue in the governmental funds. 9,220,011 (769,314) (7,148,868) (20,957,794) 6,036,321 (1,483,870) (76,643) (86,581) 552,792 (2,159,070) 6,353,199 (554,279) Change in net position of governmental activities $ 18,009,498 The Notes to the Basic Financial Statements are an integral part of these statements. 29 CITY OF EULESS, TEXAS STATEMENT OF NET POSITION - PROPRIETARY FUNDS SEPTEMBER 30, 2023 ASSETS Current assets Deposits and investments Accounts receivable and unbflled revenue less allowance for uncollectibles of $23,690 for water and wastewater and $580 for drainage utility Accrued interest receivable Lease receivable Prepaids and deposits Inventory Total unrestricted current assets Restricted deposits and investments W&WW impact fees Capital projects Revenue bond reserve for debt service Total restricted assets Total current assets Non -current assets Lease receivable Property, plant, and equipment in service, at cost Land Building Equipment Improvements Construction in progress Utility system Total property, plant, and equipment in service Less accumulated depreciation Net property, plant, and equipment in service Intangible assets Right -to -use equipment Right -to -use software Total right -to -use assets Less accumulated amortization Net right -to -use assets Total non -current assets Total assets DEFERRED OUTFLOWS OF RESOURCES Deferred outflows related to pension Deferred outflows related to OPEB Deferred charges on refunding Total deferred outflows of resources Water and Wastewater $ 20,594,233 Business -Type Activities - Governmental Enterprise Funds Activities - Other Total Internal Drainage Golf Recreation Enterprise Service Utility Course Enterprises Funds Funds $ 1,241,020 $ 3,409,215 $ 1,685,406 $ 26,929,874 $ 29,900,151 4,915,373 114,028 225,528 28,553 5,283,482 118,124 - - 118,124 - - 5,827 5,827 13,995 - 6,956 - 20,951 138,131 - 100,464 39,964 278,559 25,779,856 1,355,048 3,742,163 1,759,750 32,636,817 3,310,647 7,135,925 1,348,271 11,794,843 37,574,699 3,676,667 3,324,896 1,153,713 1,097,774 1,387,836 109,873,225 120,514,111 54,113,675 66,400,436 24,238 14,233 38,471 16,430 22,041 66,422,477 103,997,176 1,355,048 559,826 10,380 1,245,584 31,545,451 33,361,241 18,974,723 14,386,518 14,386,518 15,741,566 3,310,647 7,135,925 1,348,271 11,794,843 3,742,163 1,759,750 44,431,660 1,661,431 253,198 1,058,255 32,873,035 311,136 311,136 33,184,171 350,740 350,740 897,520 584,532 5,718,545 3,621,666 488,275 7,434,837 - 535,782 1,638,485 3,338,360 18,743,829 8,963,462 9,989,968 21,296,788 1,387,836 141,418,676 14,018,430 12,701,260 180,595,042 18,743,829 9,460,681 7,303,100 89,852,179 11,727,360 4,557,749 5,398,160 90,742,863 7,016,469 157,878 45,014 227,130 14,233 157,878 45,014 241,363 45,442 21,494 83,366 112,436 23,520 157,997 4,670,185 5,772,420 91,251,600 7,016,469 8,412,348 7,532,170 135,683,260 40,200,640 2,746,458 319,224 473,289 89,877 3,628,848 84,480 11,420 16,259 2,640 114,799 18,557 - 185,528 204,085 $ 2,849,495 $ 330,644 $ 675,076 $ 92,517 $ 3,947,732 $ The Notes to the Basic Financial Statements are an integral part of these statements. 30 CITY OF EULESS, TEXAS STATEMENT OF NET POSITION - PROPRIETARY FUNDS - CONTINUED SEPTEMBER 30, 2023 LIABILITIES Current liabilities Payable from current assets Accounts payable Accrued salaries and wages Current portion of bonds payable Current portion of compensated absences Current portion of lease liability Current portion of subscription liability Accrued insurance claims Unearned revenue Accrued interest Total current liabilities Non -current liabilities Customer and escrow deposits Net pension liability Net OPEB liability Bonds payable Compensated absences Lease liability Subscription liability Total non -current liabilities Total liabilities DEFERRED INFLOWS OF RESOURCES Deferred inflows related to OPEB Deferred inflows related to leases Total deferred inflows of resources NET POSITION Net investment in capital assets Restricted for Impact fees Debt service Unrestricted Total net position Water and Wastewater $ 2,512,494 156,101 965,000 30,770 5,827 4,634 7,135,925 74,266 10,885,017 2,214,682 4,185,129 1,135,754 14,897,139 276,930 6,837 4,743 Business -Type Activities - Enterprise Funds Drainage Utility Golf Course $ 617 $ 130,467 $ 18,839 84,648 540,000 2,597 7,054 39,960 85,629 6,852 22,053 894,610 154,683 443,293 721,196 123,620 237,265 1,780,610 23,376 63,481 72,476 22,721,214 590,289 3,029,711 33,606,231 612,342 3,924,321 90,954 12,347 90,954 12,347 50,556,854 14,386,518 1,061,003 3,310,647 1,348,271 17,933,714 17,670 17,670 Other Recreation Enterprises Total Enterprise Funds Governmental Activities - Internal Service Funds 48,663 $ 2,692,241 $ 341,470 13,212 272,800 8,803 1,505,000 - 1,301 41,722 367 10,822 56,609 - 4,634 - 986,000 7,221,554 - 81,118 - 73,998 11,875,678 1,336,640 132,742 39,182 11,714 12,698 2,369,365 5,482,360 1,535,821 16,677,749 375,501 92,011 4,743 3,303 196,336 26,537,550 3,303 270,334 38,413,228 1,339,943 2,945 356,567 359,512 123,916 356,567 480,483 2,422,667 5,398,160 72,764,199 7,016,469 2,722,766 1,596,681 3,310,647 1,348,271 23,314,164 31,844,228 $ 73,149,486 $ 15,447,521 $ 5,145,433 $ 6,994,841 100,737,281 $ 38,860,697 Reconciliation to government -wide statement of net position Adjustment to reflect the consolidation of internal service funds' activities related to enterprise funds Net position of business -type activities 6,196,439 $ 106,933,720 The Notes to the Basic Financial Statements are an integral part of these statements. 31 CITY OF EULESS, TEXAS STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION - PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2023 Business -Type Activities - Governmental Enterprise Funds Activities - Other Total Internal Water and Drainage Golf Recreation Enterprise Service Wastewater Utility Course Enterprises Funds Funds Operating revenues Water service $ 17,351,940 $ - $ - $ $ 17,351,940 $ Reclaimed water service 930,612 - - 930,612 Wastewater service 10,891,089 - - 10,891,089 Drainage fees - 958,637 958,637 Recreation fees - 666,502 666,502 Insurance premiums - - - - - 7,329,018 Service fees and miscellaneous 2,096,460 - 5,159,600 1,335,969 8,592,029 9,605,763 Total operating revenues 31,270,101 958,637 5,159,600 2,002,471 39,390,809 16,934,781 Operating expenses General and administrative 549,932 549,932 2,668,197 Water production 10,444,973 10,444,973 Water distribution 1,826,162 - - 1,826,162 Utility engineering 408,425 - - 408,425 Wastewater collection and treatment 6,169,377 6,169,377 Nondepartmental 5,266,809 5,266,809 Geographic information systems 731,027 - - 731,027 Service center 1,263,335 - - 1,263,335 Drainage - 853,049 - 853,049 Recreation classes - - 505,987 505,987 Golf course 1,939,649 1,939,649 Pro shop - - 483,321 483,321 Food and beverage - - 1,520,685 1,520,685 Conference center - - 807,452 807,452 Cart operations 316,983 316,983 Parks at Texas Star - 1,187,134 1,187,134 Arbor Daze - - - 116,716 116,716 Insurance costs - - - - - 7,708,781 Depreciation 2,445,357 848,965 403,124 453,518 4,150,964 1,772,950 Amortization 30,496 65,755 10,765 107,016 Total operating expenses 29,135,893 1,702,014 5,536,969 2,274,120 38,648,996 12,149,928 Operating income (loss) 2,134,208 (743,377) (377,369) (271,649) 741,813 4,784,853 The Notes to the Basic Financial Statements are an integral part of these statements. 32 CITY OF EULESS, TEXAS STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION - PROPRIETARY FUNDS - CONTINUED YEAR ENDED SEPTEMBER 30, 2023 Business -Type Activities - Governmental Enterprise Funds Activities - Other Total Internal Water and Drainage Golf Recreation Enterprise Service Wastewater Utility Course Enterprises Funds Funds Nonoperating revenues (expenses) Gain (loss) on sale of capital assets $ (417,782) $ - $ $ (501) $ (418,283) $ 60,355 Investment income 869,785 54,042 100,592 72,938 1,097,357 1,005,875 Interest expense (255,341) - (61,441) (154) (316,936) - Total nonoperating revenues, net 196,662 54,042 39,151 72,283 362,138 1,066,230 Income (loss) before contributions and transfers 2,330,870 (689,335) (338,218) (199,366) 1,103,951 5,851,083 Developer contributions 930,269 88,446 1,018,715 - Transfers in - - 817,291 115,140 932,431 1,672,481 Transfers out (2,029,218) (48,464) (2,077,682) - Net income (loss) 1,231,921 (649,353) 479,073 (84,226) 977,415 7,523,564 Net position, beginning 71,917,565 16,096,874 4,666,360 7,079,067 31,337,133 Netposition, end of year $ 73,149,486 $ 15,447,521 $ 5,145,433 $ 6,994,841 $ 38,860,697 Reconciliation to government -wide statement of net position Adjustment to reflect the consolidation of internal service funds' activities related to enterprise funds 1,170,365 Change in net position of business -type activities $ 2,147,780 The Notes to the Basic Financial Statements are an integral part of these statements. 33 CITY OF EULESS, TEXAS STATEMENT OF CASH FLOWS - PROPRIETARY FUNDS YEAR ENDED SEPTEMBER 30, 2023 Business -Type Activities - Governmental Enterprise Funds Activities - Other Total Internal Water and Drainage Golf Recreation Enterprise Service Wastewater Utility Course Enterprises Funds Funds OPERATING ACTIVITIES Cash received from customers $ 31,418,664 $ 1,107,854 $ 5,241,812 $ 2,000,176 $ 39,768,506 $ 15,736,183 Cash payments to suppliers for goods and services (22,493,235) (368,911) (2,686,259) (1,394,877) (26,943,282) (9,824,865) Cash payments to employees for services (4,091,382) (504,515) (2,267,127) (435,045) (7,298,069) (163,341) Net cash provided by operating activities 4,834,047 234,428 288,426 170,254 5,527,155 5,747,977 NONCAPITAL FINANCING ACTIVITIES Transfer in - 817,291 115,140 932,431 1,672,481 Transfer out (2,029,218) (48,464) - - (2,077,682) - Net cash provided by (used in) noncapital financing activities (2,029,218) (48,464) 817,291 115,140 (1,145,251) 1,672,481 CAPITAL AND RELATED FINANCING ACTIVITIES Impact fees 144,991 - - 144,991 Acquisition/construction ofcapital/intangible assets (1,691,209) (73,589) (20,251) (46,483) (1,831,532) (2,725,194) Interest paid on capital debt (257,630) (62,849) (154) (320,633) Principal paid on capital debt (960,000) (530,000) - (1,490,000) - Principal paid onleases (5,797) (38,276) (10,766) (54,839) - Principal paid on subscriptions (4,856) - - (4,856) - Proceeds from sale of capital assets - - - 99,904 Net cash used in capital and related financing activities (2,774,501) (73,589) (651,376) (57,403) (3,556,869) (2,625,290) INVESTING ACTIVITIES 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 Noncash Financing Activities Contribution of capital assets $ 785,278 $ 88,446 $ - $ - $ 873,724 $ 780,786 54,042 100,592 72,938 1,008,358 803,765 780,786 54,042 100,592 72,938 1,008,358 803,765 811,114 166,417 554,933 300,929 1,833,393 5,598,933 31,577,962 1,074,603 2,854,282 1,384,477 36,891,324 24,612,354 $ 32,389,076 $ 1,241,020 $ 3,409,215 $ 1,685,406 $ 38,724,717 $ 30,211,287 Right -to -use assets acquired with subscription financing $ 14,233 $ $ $ $ 14,233 $ The Notes to the Basic Financial Statements are an integral part of these statements. 34 CITY OF EULESS, TEXAS STATEMENT OF CASH FLOWS - PROPRIETARY FUNDS - CONTINUED YEAR ENDED SEPTEMBER 30, 2023 Reconciliation of operating income (loss) to net cash provided by operating activities Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation and amortization Changes in assets and liabilities: Accounts receivable and unbilled revenue Prepaids and deposits Inventory Net pension asset Net OPEB liability Net pension liability Deferred outflows Deferred inflows Accounts payable Accrued salaries and wages Accrued insurance claims Compensated absences Customer and escrow deposits Unearned revenue Net cash provided by operating activities Reconciliation of cash to balance sheet: Cash - current Cash - restricted Cash and cash equivalents Water and Wastewater Business -Type Activities - Enterprise Funds Drainage Utility Other Total Golf Recreation Enterprise Course Enterprises Funds Governmental Activities - Internal Service Funds $ 2,134,208 $ (743,377) $ (377,369) $ (271,649) $ 741,813 $ 4,784,853 2,475,853 848,965 468,879 464,283 4,257,980 (533,172) 4,233 (2,318) 51,182 (132,424) 4,185,129 (2,027,078) (1,842,774) (196,479) 11,675 24,277 149,217 76,082 34,562 (273,311) 2,590 6,823 - 242 (2,806) (4,882) 77,565 42,729 6,153 177,629 (16,282) (23,880) (4,342) (176,928) 443,293 721,196 132,742 5,482,360 (238,578) (337,780) (66,143) (2,669,579) (243,250) (364,666) (97,635) (2,548,325) (36,485) 56,942 (25,787) (201,809) (1,518) 15,668 42 25,867 (5,122) 1,663 834 21,652 45,810 9,320 55,130 635,925 (3,190) 632,735 1,772,950 (1,198,598) (99,511) (78,150) 384 566,049 $ 4,834,047 $ 234,428 $ 288,426 $ 170,254 $ 5,527,155 $ 5,747,977 $ 20,594,233 $ 1,241,020 11,794,843 $ 32,389,076 $ 1,241,020 $ 3,409,215 $ 1,685,406 $ 26,929,874 11,794,843 $ 3,409,215 $ 1,685,406 $ 38,724,717 $ 29,900,151 311,136 $ 30,211,287 The Notes to the Basic Financial Statements are an integral part of these statements. 35 CITY OF EULESS, TEXAS STATEMENT OF NET POSITION — FIDUCIARY FUNDS SEPTEMBER 30, 2023 Stars Center Escrow OPEB Custodial Fund Trust Fund ASSETS Investments at fair value Investment pool $ 1,439,448 $ - Money market account 4,027,423 Fixed income fiords - 2,993,058 Equity funds 4,562,560 Total assets $ 1,439,448 $ 11,583,041 LIABILITIES Refunds payable $ 18,901 $ Total liabilities 18,901 NET POSITION Restricted for Debt service 1,420,547 Other post -employment benefits - 11,583,041 Total net position $ 1,420,547 $ 11,583,041 The Notes to the Basic Financial Statements are an integral part of these statements. 36 CITY OF EULESS, TEXAS STATEMENT OF CHANGES IN FIDUCIARY NET POSITION YEAR ENDED SEPTEMBER 30, 2023 Stars Center Escrow OPEB Custodial Fund Trust Fund ADDITIONS Employer contributions $ $ 1,906,655 Other contributions - 252,575 Investment income Investment income 64,789 1,084,079 Less: investment expense - (67,468) Net investment income 64,789 1,016,611 Total additions 64,789 3,175,841 DEDUCTIONS Payments to beneficiaries 64,789 Insurance claims - 1,226,752 Administrative expenses - 171,897 Total deductions 64,789 1,398,649 Change in net position - 1,777,192 Net position - beginning of year 1,420,547 9,805,849 Net position - ending $ 1,420,547 $ 11,583,041 The Notes to the Basic Financial Statements are an integral part of these statements. 37 T H E CITY OF EVRESS 38 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 wastewater 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 (GAAP) applicable to state and local governments. GAAP for local governments include those principles prescribed by the Governmental Accounting Standards Board (GASB) and the American Institute of Certified Public Accountants in the publication entitled Audits of State and Local Governmental Units. The more significant accounting policies of the City are described as follows: Financial Reporting Entity As required by GAAP, these basic financial statements present the primary government and its component units, entities for which the government is considered to be financially accountable. The blended component units, although legally separate entities, are, in substance, part of the primary government's operations. As such, data from these units is combined with data of the primary government. Blended Component Units The City includes four component units in the financial statements. The Euless Development Corporation (Corporation) is used to account for the accumulation of half -cent sales tax proceeds dedicated to building and improving City parks and facilities, enhancing library services, and stimulating economic development activities within the City. The Euless Crime Control and Prevention District (District) is used to account for the accumulation and use of quarter -cent sales tax proceeds dedicated for crime reduction programs. The Corporation and the District are reported as special revenue funds of the primary government. The Boards of Directors of both component units are substantively the same as the City Council. There are seven directors on each board, four of whom are council members which constitutes a voting majority of the City Council. The remaining three board members are residents of the City. Upon dissolution of the Corporation or the District, the entity's assets will be distributed to the City. Each component unit provides all of its services to the City. The financial statements for the units were obtained from the respective Boards of Directors. Financial information for both entities may be obtained from the City. 39 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Financial Reporting Entity — Continued Blended Component Units — Continued The Tax Increment Reinvestment Zone #3 — Glade Parks (TIRZ #3) is also a blended component unit of the City and is reflected in the financial statements as a special revenue fund. TIRZ #3 was created to stimulate development and enhance the value of taxable real property within the boundaries of the zone. Tarrant County and Tarrant County College District are taxing entities participating in TIRZ #3. The Board of Directors of TIRZ #3 is substantially the same as the City Council and management of the City has operational responsibility for TIRZ #3. The Board is comprised of seven directors, four of whom are council members which constitutes a voting majority of the Board. The remaining three board members are representatives selected by the other participating taxing entities and the Tarrant County Hospital District Financial information for TIRZ #3 may be obtained from the City. The Tax Increment Reinvestment Zone #4 — Midtown (TIRZ #4) is also a blended component unit of the City and is reflected in the financial statements as a special revenue fund. The Midtown CIP Fund is also part of TIRZ#4. TIRZ #4 was created to stimulate development and enhance the value of taxable real property within the boundaries of the zone. Tarrant County, Tarrant County Hospital District, and Tarrant County College District are taxing entities participating in TIRZ #4. The Board of Directors of TIRZ #4 is substantially the same as the City Council and management of the City has operational responsibility for TIRZ #4. The Board is comprised of seven directors, four of whom are council members which constitutes a voting majority of the Board. The remaining three board members are representatives selected by the other participating taxing entities. Financial information for TIRZ #4 may be obtained from the City. Basis of Presentation The government -wide financial statements (the statement of net position and the statement of activities) report information on all of the activities of the City, except fiduciary funds. The effect of interfund activity, with the exception of interfund services provided or used, within the governmental and business -type activities columns, has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business -type activities, which rely to a significant extent on user fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given program are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific program. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given program and 2) operating or capital grants and contributions that are restricted to meeting the operational or capital requirements of a particular program. Taxes and other items not properly included among program revenues are reported instead as general revenues. 40 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Basis of Presentation — Continued 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 compliance with various legal provisions. 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 are typically 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 property taxes levied by the City. The fund balance of the Debt Service Fund is restricted for debt service expenditures. Car Rental Tax Fund The Car Rental Tax Fund is used to account for revenues received from the collection of short-term motor vehicle rental taxes and the expenditures thereof. Per contractual agreement, revenues are shared with the cities of Dallas and Fort Worth. The City's portion of the revenue is used primarily for debt reduction, one-time capital projects, and to maintain the property tax rate. Police CIP Fund The Police CIP Fund is used to account for various construction projects related to the City Police and Courts building renovation primarily funded with Tax and Waterworks and Sewer System Revenue Certificates of Obligation, Series 2023 issuance. 41 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Basis of Presentation — Continued 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 position. The City has presented the following major proprietary funds: Water and Wastewater Fund Water and Wastewater Fund is used to account for the acquisition, operation and maintenance of a municipal water and wastewater utility, supported primarily by user charges. 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. Other Recreation Enterprises Fund Other Recreation Enterprises Fund is used to account for operations and maintenance of recreation programming, Arbor Daze, and the Parks at Texas Star, supported primarily by user charges. Additionally, the City reports the Internal Service Funds which are used to account for equipment replacement, risk management, and self -funded health insurance coverage and disability insurance provided to employees of the City. Proprietary funds distinguish operating revenues and expenses from non -operating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. All revenues and expenses not meeting this definition are reported as non -operating revenues and expenses. Operating expenses for the proprietary funds include the cost of personnel and contractual services, supplies, and depreciation on capital assets. 42 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Basis of Presentation — Continued The City also reports two fiduciary funds in the financial statements. The Stars Center Escrow Custodial Fund is a custodial fund that accounts for investments that will be held on behalf of the Dallas Stars until the debt issued for the specific purpose of purchasing the Stars Center is fully repaid. Custodial funds account for resources held for others in a custodial capacity. This fund type is used to account for assets held by the City as an agent. The OPEB Trust Fund accounts for the accumulation and use of resources for benefit payments related to post -employment health care. The fiduciary funds are reported using the economic resources measurement focus and the accrual basis of accounting. Reporting is oriented toward providing accountability for the sources, uses, and balances of resources held for others; therefore, the additions and deductions in fiduciary balances are reported. With this measurement focus, assets and liabilities which are due and payable associated with the operation of these funds are included on the funds' statements of net position. The funds' equity is segregated into restricted net position and unrestricted net position, if applicable. Measurement Focus and Basis of Accounting Measurement focus refers to what is being measured; basis of accounting refers to when revenues and expenditures/expenses 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, proprietary fund and fiduciary financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. The economic resources measurement focus means all assets, deferred inflows/outflows of resources, and liabilities (whether current or noncurrent) are included on the statement of net position and the operating statements present increases and decreases in total net position. Under the accrual basis of accounting, revenues are recognized when earned, including unbilled water, wastewater, and drainage services which are accrued. Expenses are recognized at the time the liability is incurred. Governmental fund financial statements are reported using the current financial resources measurement focus and are accounted for using the modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual, i.e., become both measurable and available. "Measurable" means the amount of the transaction can be determined and "available" means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. The City considers property taxes and other revenues as available if they are collected within 60 days of year end. Expenditures are recorded when the related fund liability is incurred. However, debt service expenditures, as well as expenditures related to compensated absences and other long-term liabilities are recorded only when payment is due. 43 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Measurement Focus and Basis of Accounting — Continued The significant revenues susceptible to accrual are property taxes, franchise fees, licenses, charges for service, interest income, and intergovernmental revenues. Sales taxes and short-term motor vehicle rental taxes collected and held by the state at year end on behalf of the City are also recognized as revenue. All other governmental fund revenues are recognized when received. Any residual balances outstanding between the governmental activities and business -type activities are reported in the government -wide financial statements as "internal balances." Deposits and Investments Substantially all operating cash, deposits, and short-term investments are maintained in consolidated cash accounts or individual fund investment accounts. Related interest income is allocated to the various funds based primarily on ownership by each fund of specific investments. Cash equivalents consist of highly -liquid investments with original maturities of three months or less. For purposes of the statement of cash flows, the City considers all highly liquid investments to be cash equivalents. Investments in U.S. Treasury and agency obligations with maturities of one year or less when purchased are reported at amortized cost. 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. Property 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 inflows of resources. 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 $0.4600 per $100 of assessed valuation ($0.4750 per $100 last year) and assessed valuation is approximately 100% of estimated value. Inventories Inventories, which are recognized as expenditures/expenses as consumed, are stated at cost (first -in, first -out method) for the General Fund, Enterprise Funds and Internal Service funds. 44 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Inventories — Continued Inventories consist primarily of expendable supplies for the General Fund and Internal Service funds and merchandise for resale 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, and are recognized as expenditures utilizing the consumption method. Transactions Between Funds Interfund services provided and used are accounted for as revenues and expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures or expenses initially made from it that are properly applicable to another fund, are recorded as expenditures or expenses in the reimbursing fund and as a reduction of expenditures or 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 recorded at historical cost or estimated historical cost if actual historical cost is not available. Donated assets are recorded at acquisition value on the date donated. Repairs and maintenance are recorded as expenses. Renewals and betterments are capitalized. Capitalized 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 33 1/3 years Water and wastewater system 33 1/3 years Storm drainage system 33 1/3 years Infrastructure 7 - 40 years Machinery and equipment 5 - 15 years Improvements 25 years Right -to -use assets 5 - 15 years 45 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Leases - Lessee The City is a lessee for noncancellable leases of property and equipment. The City recognizes a lease liability, reported within long-term debt, and right -to -use lease asset (lease asset), reported with other capital assets in the government -wide and proprietary fund financial statements. The City recognizes lease liabilities with an initial, individual value of $5,000 or more. At the commencement of a lease, the City initially measures the lease liability at the present value of payments expected to be made during the lease term. Subsequently, the lease liability is reduced by the principal portion of lease payments made. The lease asset is initially measured as the initial amount of the lease liability, adjusted for lease payments made at or before the lease commencement date, plus certain initial direct costs. Subsequently, the lease asset is amortized on a straight-line basis over the shorter of the lease term or its useful life. Key estimates and judgments related to leases include how the City determines (1) the discount rate it uses to discount the expected lease payments to present value, (2) lease term, and (3) lease payments. • The City uses the interest charged by the lessor as the discount rate. When no interest rate is provided by the lessor, the City generally uses its estimated incremental borrowing rate as the discount rate for leases. • The lease term includes the noncancellable period of the lease. • Lease payments included in the measurement of the lease liability are composed of fixed payments, variable payments fixed in substance or that depend on an index or a rate, purchase option price that the City is reasonably certain to exercise, lease incentives receivable from the lessor, and any other payments that are reasonably certain of being required based on an assessment of all relevant factors. The City monitors changes in circumstances that would require a remeasurement of its leases and will remeasure the lease asset and liability if certain changes occur that are expected to significantly affect the amount of the lease liability. Subscription -Based Information Technology Arrangements (SBITAs) The City has noncancellable contracts with SBITA vendors for the right -to -use information technology (IT) software, alone or in combination with tangible capital assets (the underlying IT assets). The City recognizes a subscription liability, reported with long-term debt, and a right -to -use subscription asset (an intangible asset), reported with other capital assets, in the government -wide and proprietary fund financial statements. The City recognizes subscription liabilities with an initial, individual value of $25,000 or more. 46 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Subscription -Based Information Technology Arrangements (SBITAs) - Continued At the commencement of a SBITA, the City initially measures the subscription liability at the present value of payments expected to be made during the subscription term. Subsequently, the subscription liability is reduced by the principal portion of SBITA payments made. The subscription asset is initially measured as the initial amount of the subscription liability, adjusted for SBITA payments made at or before the SBITA commencement date, plus certain initial implementation costs. Subsequently, the subscription asset is amortized on a straight-line basis over the shorter of the subscription term or the useful life of the underlying IT assets. Key estimates and judgments related to SBITAs include how the City determines (1) the discount rate it uses to discount the expected subscription payments to present value, (2) subscription term, and (3) subscription payments. The City uses the interest rate charged by the SBITA vendor as the discount rate. When no interest rate is provided by the vendor, the City generally uses its estimated incremental borrowing rate as the discount rate for SBITAs. The subscription term includes the noncancellable period of the SBITA. Subscription payments included in the measurement of the subscription liability are composed of fixed payments, variable payments fixed in substance or that depend on an index or a rate, termination penalties if the City is reasonably certain to exercise such options, subscription contract incentives receivable from the SBITA vendor, and any other payments that are reasonably certain of being required based on an assessment of all relevant factors. The City monitors changes in circumstances that would require a remeasurement of its SBITAs and will remeasure the subscription asset and liability if certain changes occur that are expected to significantly affect the amount of the subscription liability. Compensated Absences Employees may accumulate a maximum of two times their annual vacation accrual. 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. The short-term portion of vacation pay accrued in the proprietary fund financial statements is reported as short-term compensated absences (a current liability). The long-term component is reflected in non -current liabilities as compensated absences. Compensated absences are recorded in governmental funds as they mature (i.e., as taken). The liability for governmental fund compensated absences is typically liquidated in the general fund, the juvenile case fund, the half -penny sales tax fund, and the crime control and prevention district fund. 47 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Fund Balance Classifications Fund balances are classified as follows on the governmental fund financial statements: Reported in Nonspendable Restricted for Debt service Capital projects Developer agreements Court technology Juvenile case management Cable PEG fees Historical preservation Opioid remediation Assigned Capital projects Betterments Emergency/radio systems Tourism and conference facilities Parks, library, and economic development Police department Grants Other Unassigned General Fund Debt Service Car Rental Tax Fund Fund $ 257,194 $ 82,803 29,139 105,326 47,230 50,739 23,803,270 2,716,183 Nonmajor Govennental Police CIP Fund Funds $ $ 13,342,704 Total $ 24,375,701 $ 2,716,183 $ 13,342,704 22,444,588 Total Governmental Funds $ 12,219 $ 2,168,069 13,710,407 2,306,211 219,420 599,369 843 11,624,942 269,413 4,884,252 36,154,995 2,306,211 82,803 219,420 599,369 843 29,139 11,624,942 105,326 47,230 2,357,187 2,357,187 5,440,464 5,440,464 3,060,577 3,060,577 5,571,154 18,964,597 23,803,270 $ 22,444,588 $ 47,070,862 $ 109,950,038 Nonspendable: This classification includes amounts that cannot be spent because they are either (a) not in spendable form or (b) are legally or contractually required to be maintained intact. The City has classified prepaid items and inventory as being nonspendable. Restricted: This classification includes amounts for which constraints have been placed on the use of the resources either (a) externally imposed by creditors (such as through a debt covenant), grantors, contributors, or laws or regulations of other governments, or (b) imposed by law through constitutional provisions or enabling legislation. The City has recorded the following restrictions at year-end: a. Restricted for debt service represents that portion of fund equity legally restricted for retirement of bond principal and payment of interest and related charges. b. Restricted for capital projects represents that portion of fund equity legally restricted by debt covenant for capital projects and capital equipment purchases. 48 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Fund Balance Classifications — Continued c. Restricted for developer agreements represents the portion of fund equity that must be used for future improvements to various development areas within the City. d. Restricted for court technology represents funds collected from a court technology fee that must be used to upgrade court systems. e. Restricted for juvenile case processing represents funds collected from a fee on municipal court citations that must be used to support the expenditures associated with juvenile case processing. f. Restricted for cable PEG fees represents the portion of fund equity that must be used for the expansion of the City's public, educational, and government access channel. g. Restricted for historical preservation represents donations that must be used toward the preservation of the City's historical sites. h. Restricted for opioid remediation represents the portion of fund equity that must be used for opioid remediation activities. Committed: This classification includes amounts that can be used only for specific purposes pursuant to constraints imposed by formal action (ordinance) of the City Council. These amounts cannot be used for any other purpose unless the City Council removes or changes the specified use by taking the same type of action that was employed when the funds were initially committed. This classification also includes contractual obligations to the extent that existing resources have been specifically committed for use in satisfying those contractual requirements. The City has no committed fund balance at year-end. Assigned: This classification includes amounts that are constrained by the City's intended use for a specific purpose but are neither restricted nor committed. The City Council delegates the authority for determining this intent to the City Manager. Assignments are made at the City Manager's discretion, but generally represent items for which specific funds have been informally dedicated internally. This classification also includes the remaining positive fund balance for all governmental funds except for the General Fund. The City has recorded the following assignments at year-end: a. Assigned for capital projects represents revenue sources that are to be used for capital projects for the City. b. Assigned for betterment represents funds donated by citizens that are to be used for the betterment of the community. c. Assigned for emergency/radio systems represents funding that is to be used to upgrade emergency and radio systems. d. Assigned for tourism and conference facilities represents funds to promote the City through tourism, conference booking, and historical preservation. e. Assigned for parks, libraries, and economic development represents funds from sales taxes that are to be used for park improvements, library activities, and economic development throughout the City. 49 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Fund Balance Classifications — Continued f. Assigned for the police department are funds from the Crime Control and Prevention District and police drug arrests and asset seizures to be used for police department expenditures. g. Assigned for grants are funds from specific revenues that are to be spent for allowable expenditures in accordance with specific grant requirements. h. Assigned for other are funds from specific revenues that are to be spent for facility remodel, victim assistance, and injured animals, as well as residual balances of selected special revenue funds. Unassigned: This classification includes all amounts that are not included in other spendable classifications and the remaining negative fund balance for any governmental funds. The General Fund is the only fund that reports a positive unassigned fund balance. When available, the City uses restricted fund balances first, followed by committed resources, assigned resources, then unassigned resources, as appropriate opportunities arise. However, the City reserves the right to selectively spend unassigned resources first to defer the use of these other classified funds. Net Position Net position represents the difference between assets and deferred outflows of resources and liabilities and deferred inflows of resources of governmental and business -type activities and proprietary funds. Net investment in capital assets consists of capital assets, net of accumulated depreciation, plus capital -related deferred outflows of resources, reduced by the outstanding balances of any borrowing and capital related deferred inflows of resources used for the acquisition, construction, or improvements of those assets, plus unspent debt proceeds. Net position is reported as restricted when there are limitations imposed on its use, either through the enabling legislation adopted by the City or through external restrictions imposed by creditors, grantors, or laws or regulations of other governments. 50 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Pensions For purposes of measuring the net pension liability (asset), pension -related deferred outflows and inflows of resources, and pension expense, City specific information about its Fiduciary Net Position in the Texas Municipal Retirement System (TMRS) and additions to/deductions from the City's Fiduciary Net Position have been determined on the same basis as they are reported by TMRS. For this purpose, plan contributions are recognized in the period that compensation is reported for the employee, which is when contributions are legally due. Benefit payments and refunds are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. Information regarding the City's Total Pension Liability is obtained from TMRS through a report prepared for the City by TMRS consulting actuary, Gabriel Roeder Smith & Company, in compliance with Governmental Accounting Standards Board (GASB) Statement No. 68, Accounting and Financial Reporting for Pensions. Other Post -Employment Benefits (OPEB) For purposes of measuring the net OPEB liability, OPEB-related deferred outflows and inflows of resources, and OPEB expense, City specific information about its Fiduciary Net Position and additions to/deductions from the City's Fiduciary Net Position have been determined on the same basis as they are reported. For this purpose, plan contributions are recognized in the period that compensation is reported for the employee. Benefit payments and refunds are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. Information regarding the City's OPEB liability is obtained from an actuarial valuation through a report prepared for the City by their consulting actuary in compliance with Governmental Accounting Standards Board (GASB) Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits other than Pensions. Deferred Outflows/Inflows of Resources In addition to assets, the statement of net position reports a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net assets that applies to a future period(s) and will not be recognized as an outflow of resources (expense/expenditure) until then. The City has the following items that qualify for reporting as deferred outflows of resources: • Deferred charges on refundings — deferred charges on refundings result from the difference in the carrying value of refunded debt and its reacquisition price. This amount is deferred and amortized over the shorter of the life of the refunded debt or refunding debt. • Pension contributions subsequent to the measurement date — these contributions are deferred and recognized in the following fiscal year. • Difference in expected and actual pension experience — this difference is deferred and amortized over a closed period that approximates the estimated average remaining lives of all members on the measurement date. 51 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Deferred Outflows/Inflows of Resources — Continued • Difference in projected and actual investment earnings for pension assets deferred and amortized over a closed five-year period. • Difference in projected and actual investment earnings on OPEB assets — deferred and amortized over a closed five-year period. — the difference is this difference is In addition to liabilities, the statement of net position reports a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net assets that applies to a future period(s) and will not be recognized as an inflow of resources (revenue) until that time. The City has the following items that qualify for reporting as deferred inflows of resources: • Difference in OPEB actuarial assumption changes — this difference is deferred and amortized over a closed period that approximates the estimated average remaining lives of all members on the measurement date. • Leases — this amount results from the City's long-term lease agreements in which the City is a lessor. This amount is deferred and amortized over the lease period. Tax Abatements The City provides tax abatement programs through economic development agreements designed to promote local economic development and redevelopment; spur economic improvement; stimulate business and commercial activity within the City; retain, create, and attract jobs; train and retrain employees of local businesses; generate additional sales tax and enhance the property tax base and economic condition of the City. Agreements generally contain recapture provisions which may require repayment or termination if the recipients do not meet the required provisions. As of September 30, 2023, the City has two categories of tax abatement programs for economic development: Tax Abatements — The City has designated tax reinvestment zones and negotiated tax abatement agreements with applicants as authorized by the Texas Tax Code Chapter 312 and administered through the City's Tax Abatement Policy to promote development and redevelopment within the City. Such abatement agreements authorize the appraisal district to reduce the assessed value of the taxpayer's property by a percentage specified in the agreement, and the taxpayer will pay taxes on the lower assessed value during the term of the agreement. Recipients receiving tax abatements generally commit to the creation of new value of eligible property improvements, either for new or improved existing facilities, made subsequent to the agreement ranging from 35% to 75% for up to 10 years. No property taxes were abated under this program in fiscal year 2023. 52 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Tax Abatements - Continued General Economic Development Agreements — The City has entered into various agreements under Texas Local Government Code Chapter 380 to stimulate economic development. Such agreements may provide rebates, grants, or loans for promotion of economic development including attracting new business and encouraging expansion or retention of existing businesses. Rebates may be a flat amount or percentage of property taxes or sales taxes received by the City. For fiscal year 2023, the City rebated $1,226,212 in sales taxes, or 4.12% of the total sales tax revenues and $17,840 in property tax revenue, or less than 0.07% of the total property tax revenues. These rebates are reflected in non -departmental expenditures in the general fund and in general and administrative expenditures in the EDC fund. Leases - Lessor The City is a lessor for noncancellable leases of property and buildings. The City recognizes a lease receivable and a deferred inflow of resources in the government -wide, governmental fund and proprietary fund financial statements. At the commencement of a lease, the City initially measures the lease receivable at the present value of payments expected to be received during the lease term. Subsequently, the lease receivable is reduced by the principal portion of lease payments received. The deferred inflow of resources is initially measured as the initial amount of the lease receivable, adjusted for lease payments received at or before the lease commencement date. Subsequently, the deferred inflow of resources is recognized as revenue over the life of the lease term. Key estimates and judgments related to leases include how the City determines (1) the discount rate it uses to discount the expected lease receipts to present value, (2) lease term, and (3) lease payments. • The City uses its estimated incremental borrowing rate as the discount rate for leases. • The lease term includes the noncancellable period of the lease. • Lease payments included in the measurement of the lease receivable are composed of fixed payments from the lessee, variable payments from the lessee that are fixed in substance or that depend on an index or a rate, residual value guarantee payments from the lessee that are fixed in substance, and any lease incentives that are payable to the lessee. The City monitors changes in circumstances that would require a remeasurement of its leases and will remeasure the lease receivable and deferred inflows of resources if certain changes occur that are expected to significantly affect the amount of the lease receivable. 53 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — CONTINUED Implementation of New Accounting Standards GASB Statement No. 96, Subscription -Based Information Technology Arrangements (GASB 96), provides guidance on the accounting and financial reporting for subscription -based information technology arrangements (SBITAs) for governments. This statement 1) defines a SBITA; 2) establishes that a SBITA results in a right -to -use subscription asset — an intangible asset — and a corresponding subscription liability; 3) provides the capitalization criteria for outlays other than subscription payments; and 4) requires note disclosures regarding a SBITA. The requirements of this statement are effective for reporting periods beginning after June 15, 2022. GASB 96 was implemented in the City's 2023 financial statements. NOTE 2. DEPOSITS AND INVESTMENTS Deposits State statutes and the City's investment policy require that all uninsured deposits in financial institutions be fully collateralized by U.S. Government obligations or its agencies or instrumentalities or direct obligations of Texas or its agencies or instrumentalities that have a market value of not less than the principal amount of the deposits or by a letter of credit issued by a federal home loan bank. The City's deposits were fully insured or collateralized as required by state statutes as of September 30, 2023. At year-end, the carrying amount of the City's deposits was a credit of $722,426 primarily consisting of outstanding checks, with a bank balance of $2,319,404. The total bank balance is covered by Federal Depository Insurance Corporation (FDIC) insurance or by collateral for balances in excess of FDIC coverage. Collateral is held by Bank of NY Mellon in the City's name under a joint safekeeping agreement with Frost National Bank for City deposits at Frost Bank. The market value of the collateral provided by Frost Bank at the close of the fiscal year was $2,275,972. The balances at Bank of Texas (BOT) are covered by FDIC insurance and collateral pledged to cover the balances in the BOT short-term cash fund. 54 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 2. DEPOSITS AND INVESTMENTS — CONTINUED Investments State statutes, City bond ordinances, and City resolutions authorize the City's investments. The City is authorized to invest in obligations of the U.S. Government and its agencies and instrumentalities, obligations of the State of Texas and its agencies and instrumentalities, fully -insured or collateralized certificates of deposit, fully -collateralized repurchase agreements and reverse repurchase agreements, government pools, and no-load SEC -registered money market funds consisting of any of these securities listed. Because the City is responsible for the investment portfolio of its component units, the City's investment practices and policies disclosed herein apply equally to its component units. During the year ended September 30, 2023, the City did not own any types of securities other than those permitted by statute. Investment Type Book Value Investments measured at amortized cost: Investment Pools: TexasClass TexPool TexSTAR Investments measured at fair value: U.S. Treasury Certificates of Deposit U.S. Government Agency Securities: FNMA FFCB FHLB FHLMC FAMCA $ 33,891,626 39,511,771 39,993,625 Fair Value Level % of 2 Portfolio 998,320 $ 2,628,000 3,000,000 3,998,500 38,500,000 23,995,706 1,000,000 1,000,000 Rating WAM Rating Agency 23 28 30 0.5% 0 AAAm AAAm AAAm S&P S&P S&P Aaa Moody's 2,622,826 1.5% 5 Not rated 2,987,890 3,969,580 38,287,415 23,879,080 1,001,773 1.6% 2.1% 20.5% 12.8% 0.5% Total $ 187,517,548 $ 73,748,564 100% 5 AA+/Aaa 1 AA+/Aaa 59 AA+/Aaa 67 AA+/Aaa 5 Not rated S&P/Moody's S&P/Moody's S&P/Moody's S&P/Moody's Weighted average maturity (WAM) of the portfolio by investment type categories reflected in the previous table is stated in days. For the investment pools, the Reset WAM is presented. Investment type acronyms displayed in the previous table are defined as follows: FNMA — Federal National Mortgage Association, FFCB — Federal Farm Credit Bank, FHLB — Federal Home Loan Bank, FHLMC — Federal Home Loan Mortgage Corporation, and FAMCA — Federal Agricultural Mortgage Corporation. The rating agency acronyms are defined as follows: S&P — Standard and Poor's Ratings Services, a division of the McGraw-Hill Companies, Inc. and Moody's — Moody's Investor Service, Inc. Additional information about the rating agency or the significance of the ratings provided may be obtained from each agency's web site. 55 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 2. DEPOSITS AND INVESTMENTS — CONTINUED Investments — Continued Fair Value The City categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. GASB Statement No. 72, Fair Value Measurement and Application provides a framework for measuring fair value which establishes a three -level fair value hierarchy that describes the inputs that are used to measure assets and liabilities. • Level 1 inputs are quoted prices (unadjusted) for identical assets or liabilities in active markets that a government can access at the measurement date. • Level 2 inputs are inputs — other than quoted prices included within Level 1 that are observable for an asset or liability, either directly or indirectly. • Level 3 inputs are unobservable inputs for an asset or liability. The fair value hierarchy gives the highest priority to Level 1 inputs and the lowest priority to Level 3 inputs. If a price for an identical asset or liability is not observable, a government should measure fair value using another valuation technique that maximizes the use of relevant observable inputs and minimizes the use of unobservable inputs. If the fair value of an asset or a liability is measured using inputs from more than one level of the fair value hierarchy, the measurement is considered to be based on the lowest priority level input that is significant to the entire measurement. The City has recurring fair value measurements as presented in the previous table. The City's investment balances and weighted average maturity of such investments are as shown. Investment pools are measured at amortized cost and are exempt from fair value reporting. U.S Treasury and U.S. Government Agency Securities classified in Level 2 of the fair value hierarchy are valued using a matrix pricing technique. Matrix pricing is used to value securities based on the securities' relationship to benchmark quoted prices. Certificates of Deposit classified in Level 2 of the fair value hierarchy are valued using inputs such as interest rates and yield curves that are observable at commonly quoted intervals. 56 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 2. DEPOSITS AND INVESTMENTS — CONTINUED Investments — Continued Fair Value — Continued All of the public fund investment pools (pools) in which the City is a participant use amortized cost to value the portfolio. Amortized cost, in most cases, approximates the market value of the securities held. In order to meet the criteria to be recorded at amortized cost, investment pools must transact at a stable net asset value per share and maintain certain maturity, quality, liquidity and diversification requirements within the investment pool. The pools in which the City invests transact at a net asset value of $1.00 per share, have a weighted average maturity of 60 days or less and weighted average life of 120 days or less, hold investments that are highly rated by a nationally recognized statistical rating organization, have no more than 5% of the portfolio with one issuer (excluding U.S. government securities), and can meet reasonably foreseeable redemptions. The TexPool investment pool is an external investment pool that has a redemption notice period of one day and has no maximum transaction amounts. Texpool's authorities may only impose restrictions on redemptions in the event of a general suspension of trading on major securities markets, general banking moratorium or national or state emergency that affects the pool's liquidity. The TexSTAR investment pool is an external investment pool with an investment strategy that seeks preservation of principal, liquidity and current income through investment in a diversified portfolio of short-term marketable securities. TexSTAR has a redemption notice period of one day and may redeem daily. The investment pool's authorities may only impose restrictions on redemptions in the event of a general suspension of trading on major securities markets, general banking moratorium or national or state emergency that affects the pool's liquidity. The MBIA Texas CLASS Investment Pool is governed by a Board of Trustees. The number of trustees is determined and elected by the participants in the pool annually but it must be comprised of an odd number with a minimum of three trustees. The Board meets upon the request of at least two trustees, but not less than once annually. The pool is tailored to comply with the Public Funds Investment Act. Duties of the governing board include oversight responsibility. TexPool falls under the purview of the Texas Comptroller of Public Accounts (Comptroller) who is responsible for oversight of TexPool operations. Federated Hermes is responsible for managing pool assets and day-to-day operations. TexSTAR is duly chartered and administered by HilltopSecurities Inc. and JP Investment Management, Inc. TexSTAR has established a governing board that is partially comprised of pool participants. Duties of the governing board include oversight responsibility. The Comptroller and the governing board exercise oversight of the pools' activities via daily, weekly, and monthly reporting requirements. 57 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 2. DEPOSITS AND INVESTMENTS — CONTINUED Investments — Continued Fair Value — Continued Additionally, per the requirements of the Public Funds Investment Act (PFIA), all pools will maintain an AAA or equivalent rating from at least one nationally recognized rating agency. The PFIA also requires an annual examination of the financial statements of the pools by an independent certified public accounting firm. In connection with the financial audit, a compliance audit of management controls on investments and adherence to the investment policies is also required. Interest Rate Risk In compliance with the City's Investment Policy, as of September 30, 2023, the City minimized the interest rate risk, the risk relating to the decline in market value of securities in the portfolio, by: limiting the weighted average maturity to 365 days and the stated maturity to two years or less, with the exception of securities purchases related to reserve funds; structuring the investment portfolio so that securities mature 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 PFIA; and investing funds primarily in money market mutual funds, government investment pools, and shorter -term securities. The following table details the maturity schedule for the City's investment portfolio as of September 30, 2023: Maturity Schedule Overnight Less than 1 month 1 to 6 months 6 to 9 months 9to 12months 12 to 18 months Over 18 months Total Book Value $ 113,397,022 3,997,570 23,473,250 8,474,000 8,720,000 13,475,706 15,980,000 $ 187,517,548 Fair Value % of Portfolio $ 113,397,022 3,995,800 23,322,988 8,397,872 8,692,858 13,425,653 15,913,393 61% 2% 12% 4% 5% 7% 9% $ 187,145,586 100% 58 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 2. DEPOSITS AND INVESTMENTS — CONTINUED Credit Risk In compliance with the City's Investment Policy, as of September 30, 2023, the City minimized credit risk losses due to default of a security issuer or backer, by: limiting investments to the safest types of securities; primarily investing in U.S. Agency Bonds rated AA+ by Standard & Poor's; 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 securities are minimized. Custodial credit risk — risk that a government will not be able to recover (a) deposits if the depository financial institution fails or (b) the value of investment or collateral securities that are in the possession of an outside party if the counterparty to the investment or deposit transaction fails. To minimize such risk, the City requires collateralization of deposits in excess of FDIC coverage, utilizes the delivery vs. payment method for investment purchases, and contracts with a third -party collateral safekeeping agent. Per the terms of its depository agreement, for bank deposits in excess of the coverage provided by the FDIC, the City requires the depository bank to pledge to the City securities (collateral) equal to 105% of the largest balances the City maintains in the bank. The percentage as shown reflects the requirement based on market value of the pledged securities. The City actively monitors and manages collateral levels for all deposits. On September 30, 2023, the City's bank balances were fully insured or collateralized. The City's depository bank also acts as its safekeeping agent per the terms of the depository contract. City policy dictates that all securities rendered for payment will be sent delivery vs. payment, meaning that the funds required for purchase of a security will not be released until the safekeeping agent has received the security purchased in the City's name No broker holds City funds. The City does not purchase securities from its depository bank or any subsidiary banks of the same bank holding company. 59 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3. CAPITAL ASSETS Capital asset activity for the year ended September 30, 2023, was as follows: Govemmental activities Capital assets - nondepreciable Land Construction in progress Total nondepreciable capital assets Capital assets - depreciable Buildings Improvements other than buildings Infrastructure Machinery and equipment Total depreciable capital assets Less accumulated depreciation Buildings Improvements other than buildings Infrastructure Machinery and equipment Total accumulated depreciation Total depreciable capital assets, net Intangible right -to -use assets - amortizable Equipment Software Total amortizable intangible assets Less accumulated amortization Equipment Software Total accumulated amortization Net amortizable intangible assets Total governmental fund capital and intangible assets, net Internal service funds Capital assets - depreciable Machinery and equipment Total depreciable internal service assets Less accumulated depreciation Machinery and equipment Total intemal service funds capital assets, net Total govemmental activities capital and intangible assets, net Balance Beginning of Year $ 42,947,329 19,933,713 62,881,042 69,616,840 22,319,831 106,200,864 15,484,053 213,621,588 (33,258,456) (6,569,814) (52,742,305) (9,752,892) (102,323,467) 111,298,121 Increase $ 204,240 7,696,350 Decrease Adjustment/ Transfer Balance End of Year $ $ 374,737 $ 43,526,306 (11,501,361) 16,128,702 7,900,590 (11,126,624) 59,655,008 10,000 (1,581,144) 7,038,642 75,084,338 612,730 22,932,561 285,014 2,290,471 108,776,349 1,215,228 (490,084) 1,184,781 17,393,978 1,510,242 (2,071,228) 11,126,624 224,187,226 (2,024,667) 457,576 - (34,825,547) (708,814) - (7,278,628) (2,899,825) - (55,642,130) (1,339,240) 315,725 - (10,776,407) (6,972,546) 773,301 - (108,522,712) (5,462,304) (1,297,927) 11,126,624 115,664,514 259,697 - - 259,697 337,794 - 337,794 259,697 337,794 - 597,491 (61,895) (62,108) - (124,003) (114,214) - (114,214) (61,895) (176,322) - (238,217) 197,802 161,472 - 359,274 174,376,965 2,599,758 (1,297,927) - 175,678,796 16,868,092 16,868,092 (10,764,318) 6,103,774 $ 180,480,739 $ 2,725,194 (849,457) - 18,743,829 2,725,194 (849,457) - 18,743,829 (1,772,950) 809,908 - (11,727,360) 952,244 (39,549) - 7,016,469 3,552,002 $ (1,337,476) $ $ 182,695,265 60 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3. CAPITAL ASSETS — CONTINUED Balance Balance Beginning Adjustment/ End of of Year Increase Decrease Transfer Year Business -type activities Capital assets - nondepreciable Land $ 5,718,545 $ - $ $ - $ 5,718,545 Construction in progress 10,704,946 2,169,488 (11,486,598) 1,387,836 Total nondepreciable capital assets 16,423,491 2,169,488 (11,486,598) 7,106,381 Capital assets - depreciable Buildings 4,207,035 - 3,227,802 7,434,837 Equipment 3,774,599 103,571 (644,620) 104,810 3,338,360 Improvements 21,328,757 (105,559) 73,590 21,296,788 Utility system 133,609,371 432,202 (703,293) 8,080,396 141,418,676 Total depreciable capital assets 162,919,762 535,773 (1,453,472) 11,486,598 173,488,661 Less accumulated depreciation Buildings (3,028,255) (124,216) - (3,152,471) Equipment (2,589,252) (262,722) 534,261 (2,317,713) Improvements (13,139,194) (614,560) 105,559 (13,648,195) Utility system (67,979,703) (3,149,466) 395,369 (70,733,800) Total accumulated depreciation (86,736,404) (4,150,964) 1,035,189 (89,852,179) Total depreciable capital assets, net 76,183,358 (3,615,191) (418,283) 11,486,598 83,636,482 Intangible right -to -use assets - amortizable Equipment 227,130 227,130 Software 14,233 14,233 Total amortizable intangible assets 227,130 14,233 241,363 Less accumulated amortization Equipment (23,671) (54,839) (78,510) Software (4,856) (4,856) Total accumulated amortization (23,671) (59,695) (83,366) Net amortizable intangible assets Total business -type activities capital and intangible assets, net 203,459 (45,462) 157,997 $ 92,810,308 $ (1,491,165) $ (418,283) $ $ 90,900,860 Capital asset depreciation and amortization expense was charged as a direct expense to programs of the primary government as follows: Governmental activities Culture and recreation $ 1,063,655 Development 32,244 General administrative 4,361,456 Highways and streets 2,852,793 Public safety 611,670 Total capital asset depreciation and amortization expense - governmental activities $ 8,921,818 Business -type activities Water and wastewater $ 2,456,012 Drainage utility 848,965 Golf course 441,399 Other recreation enterprises 464,283 Total capital asset depreciation and amortization expense - business -type activities $ 4,210,659 61 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT Outstanding commitments at September 30, 2023, under authorized construction contracts, were $8,141,304. These outstanding commitments are to be financed by available deposit and investment balances, which include proceeds from previous bond issuances. The following is a summary of long-term debt activity of the City for the year ended September 30, 2023: Governmental activities General obligation bonds Certificates of obligation Sales tax revenue bonds Tax notes Lease liability Subscription liability Premium on debt Discount on debt Net pension liability Net OPEB liability Compensated absences Total governmental activities Business -type activities Water and sewer revenue bonds General obligation refunding bonds Lease liability Subscription liability Premiums on debt Discounts on debt Net pension liability Net OPEB liability Compensated absences Total business -type activities Balance Beginning of Year Increases Decreases $ 3,010,000 52,560,000 5,025,000 9,155,000 197,802 2,304,130 (59,288) 9,168,287 2,218,795 83,579,726 16,835,000 2,775,000 203,458 98,242 (17,878) 1,712,749 395,571 22,002,142 Total primary government $ 105,581,868 $ $ (1,140,000) 20,620,000 (2,505,000) (225,000) (1,990,000) (62,107) 337,794 (114,214) 1,630,433 (197,424) 9,682 29,036,476 468,889 52,093,592 14,233 5,482,360 67,805 5,564,398 $ 57,657,990 (908,516) (392,017) (7,524,596) (960,000) (530,000) (54,838) (4,856) (19,241) 1,626 (176,928) (46,153) (1,790,390) Balance Due End within of Year One Year $ 1,870,000 70,675,000 4,800,000 7,165,000 135,695 223,580 3,737,139 (49,606) 29,036,476 8,259,771 2,295,667 $ 1,185,000 3,200,000 230,000 1,590,000 62,436 109,879 306,122 (9,682) 229,567 128,148,722 6,903,322 15,875,000 2,245,000 148,620 9,377 79,001 (16,252) 5,482,360 1,535,821 417,223 25,776,150 $ (9,314,986) $ 153,924,872 965,000 540,000 56,609 4,634 19,241 (1,625) 41,722 1,625,581 $ 8,528,903 Governmental fund net pension liability and net OPEB liability are typically liquidated by the general, half -penny sales tax, crime control and prevention district, and juvenile case funds. 62 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — CONTINUED General Obligation Bonds General obligation bonds and general obligation refunding bonds provide funds for the acquisition and construction of major capital equipment, City facilities, and infrastructure assets and the refunding of previously issued debt instruments. General obligation bonds require voter authorization; whereas general obligation refunding bonds do not. General obligation bonds are direct obligations of the City, payable from a continuing and direct ad valorem tax, levied within the limits prescribed by law, on all taxable property within the City as provided in the ordinances authorizing issuance of the bonds. The City is required to compute an interest and sinking fund tax rate sufficient to cover the annual debt service requirements inclusive of anticipated drawdown of reserves, transfers or revenues from self-supporting debt systems, and other miscellaneous sources. As of September 30, 2023, general obligation bonds currently outstanding are as follows: General Obligation Bonds Taxable Refunding, Series 2010 Refunding, Series 2012 Refunding, Series 2012A Interest Rate % 4.4% 3.125% 2.25% — 2.625% Dated 08/15/2010 12/01/2011 11/01/2012 Maturity Date 08/01/2025 02/15/2024 02/15/2027 Total Principal Outstanding $1,335,000 535,000 2,245,000 $4,115,000 Annual debt service requirements to maturity for general obligation bonds are as follows: Fiscal Governmental Activities Year Principal Interest 2024 2025 2026 2027 $ 1,185,000 $ 685,000 Total $ 1,870,000 $ 67,099 30,140 Business -Type Activities Principal Interest $ 540,000 555,000 565,000 585,000 $ 48,738 36,072 22,419 7,678 97,239 $ 2,245,000 $ Total $ 1,840,837 1,306,212 587,419 592,678 114,907 $ 4,327,146 The business -type activities general obligation refunding bonds outstanding were issued to refund previously issued golf course debt. The City anticipates repayment of the debt will occur from the golf system revenues. However, these plans are subject to change. 63 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — CONTINUED Certificates of Obligation Certificates of obligation are issued for many of the same purposes as general obligation bonds, but certificates do not require voter authorization nor may they be used to refund existing debt. The certificates constitute direct obligations of the City, payable from (i) the levy and collection of a direct and continuing ad valorem tax, levied within the limits prescribed by law, on all taxable property within the City, and (ii) a limited pledge (not to exceed $1,000 per issue) of the Net Revenues of the City's waterworks and sanitary sewer system. The City currently has the following certificates of obligation outstanding as of the end of the fiscal year: Certificates of Obligation Series 2011 Series 2014 Series 2015 Series 2016 Series 2018 Series 2019 Series 2020 Series 2021 Series 2023 Interest Rate % 4% — 4.25% 3% 3%— 5% 2.25% — 3.25% 3%-4% 3%— 5% 2% — 3.5% 1.625% — 4% 4% — 5% Dated 01/15/2011 10/15/2014 10/27/2015 01/12/2016 03/01/2018 01/15/2019 01 / 14/2020 04/08/2021 08/08/2023 Maturity Principal Date Outstanding 08/15/2030 08/15/2034 02/15/2035 02/15/2041 02/15/2038 02/15/2039 02/15/2040 02/15/2041 02/15/2038 Total $1,425,000 3,930,000 2,245,000 13,365,000 7,540,000 10,280,000 6,290,000 4,980,000 20,620,000 $70,675,000 Annual debt service requirements to maturity for the certificates of obligation are as follows: Fiscal Year 2024 2025 2026 2027 2028 2029-2033 2034-2038 2039-2041 Total Governmental Principal $ 3,210,000 3,985,000 4,025,000 4,080,000 4,090,000 22,335,000 23,800,000 5,150,000 $ 70,675,000 Activities Interest Total $ 2,477,650 $ 5,687,650 2,416,651 6,401,651 2,269,951 6,294,951 2,115,841 6,195,841 1,958,563 6,048,563 7,236,865 29,571,865 2,924,031 26,724,031 205,275 5,355,275 $21,604,827 $92,279,827 In August 2023, the City Council approved the issuance of $20,620,000 of Tax and Waterworks and Sewer System (Limited Pledge) Revenue Certificates of Obligation, series 2023 for the purpose of designing, constructing, renovating, and equipping the City Police and Courts building, and (ii) professional services rendered in relation to such projects and the financing thereof. 64 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — CONTINUED Revenue Bonds Each series of revenue bonds is backed by the pledged revenue sources identified in the bond ordinances authorizing issuance of the bonds. The purpose and primary pledged revenue sources of each type of revenue bond are summarized as follows. Half -penny sales tax fund issues sales tax revenue bonds (STRB) to finance library, park, and economic development projects throughout the City. Sales tax revenue bonds are special obligations of the Euless Development Corporation (EDC), payable solely from and secured by a lien on and pledge of certain Pledged Revenues which includes the gross proceeds of a '/2¢ sales and use tax levied within the City for the benefit of the EDC. The EDC is reflected in the financial statements of the City as a special revenue fund. Accordingly, the EDC's debt is reflected in governmental activities debt. Water and wastewater fund issues revenue bonds (W&WW) for the construction of and improvement to the City's combined waterworks and sanitary sewer infrastructure or to refund previously issued revenue bonds. Water and sewer revenue bonds and refunding bonds are payable solely from and equally secured by a first lien on and pledge of the net revenues of the City's water and wastewater system. The City currently has the following revenue bonds outstanding at the end of the fiscal year: Revenue Bonds W&WW Refunding, Series 2012 W&WW Improvement, Series 2013 W&WW Improvement, Series 2015A W&WW Improvement, Series 2015B W&WW Improvement, Series 2018 W&WW Improvement, Series 2019 STRB, Series 2018 STRB, Series 2019 Interest Rate % 2.03% 4% — 5% 1.12% — 1.98% 0.82% — 1.68% 0.54% — 1.49% 0.42% — 1.66% 3%-4% 2.5%-4% Dated 03/29/2012 06/25/2013 06/15/2015 06/15/2015 04/12/2018 04/25/2019 10/15/2018 12/12/2019 Maturity Date 07/15/2024 07/15/2033 07/15/2035 07/15/2035 07/15/2038 07/15/2049 09/15/2038 09/15/2039 Total Principal Outstanding $ 135,000 935,000 2,925,000 1,540,000 2,140,000 8,200,000 1,315,000 3,485,000 $ 20,675,000 65 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT - CONTINUED Revenue Bonds - Continued Annual debt service requirements to maturity for revenue bonds are as follows: Fiscal Governmental Activities Year Principal Interest 2024 $230,000 $164,625 2025 245,000 156,075 2026 250,000 146,975 2027 260,000 136,975 2028 270,000 126,575 2029-2033 1,505,000 478,325 2034-2038 1,770,000 219,800 2039-2043 270,000 8,100 2044-2048 - - 2049 - Total $4,800,000 $1,437,450 Business -Type Principal $965,000 840,000 845,000 860,000 870,000 4,590,000 3,095,000 1,650,000 1,785,000 375,000 $15,875,000 Activities Interest $244,786 233,658 224,201 213,835 201,924 792,812 424,804 255,164 119,848 6,225 $2,717,257 Total $1,604,411 1,474,733 1,466,176 1,470,810 1,468,499 7,366,137 5,509,604 2,183,264 1,904,848 381,225 $24,829,707 The gross 1/2¢ sales tax revenues of the EDC recognized in the year ending September 30, 2023 totaled $7,448,650. The principal, interest and fiscal charges on the EDC debt for the same period totaled $398,975 which equates to approximately 5.4% of the gross '/2¢ sales tax revenues. The recognized net revenues of the water and wastewater fund totaled $3,003,993 for the year ending September 30, 2023. Principal, interest and fiscal charges on the water and sewer revenue bonds totaled $1,215,341 which equates to approximately 40.5% of net system revenues. In accordance with the water and sewer revenue and refunding bond ordinances, the following reserves were established: Reserve for revenue bond debt service - to be used for retirement of the current portion of principal and interest payments. 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. 66 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — CONTINUED Revenue Bonds — Continued Revenue bond reserve — a reserve established at the time of issuance pursuant to the revenue bond covenants which will be used for principal and interest payments in the event of default by the issuer. Should the reserve for revenue bond debt service and/or the revenue bond reserve prove deficient, the reserve for emergency shall be used for the purpose of meeting principal and/or interest requirements of the bonds. All funding requirements for the above reserves were met at September 30, 2023. Investments of funds included in the bond reserve and emergency accounts are restricted to obligations of the United States or its agencies or instrumentalities (except for mortgage pass -through securities). Water and sewer revenue bonds authorized and unissued as of September 30, 2023, 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. Tax Notes Tax notes are issued for the purchase of certain specified materials, supplies, equipment, and machinery for the City's authorized needs and purposes. The City currently has the following tax notes outstanding as of the end of the fiscal year: Tax Notes Series 2021 Series 2022 Interest Rate % Dated 4.00% 04/08/2021 2.89% 09/20/2022 Maturity Date 02/15/2024 02/15/2029 Principal Outstanding $570,000 6,595,000 $7.165.000 67 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — CONTINUED Tax Notes — Continued Annual debt service requirements to maturity for the tax notes are as follows: Fiscal Governmental Activities Year Principal Interest Total 2024 $1,590,000 $187,257 $1,777,257 2025 1,050,000 145,945 1,195,945 2026 1,085,000 115,094 1,200,094 2027 1,115,000 83,304 1,198,304 2028 1,145,000 50,647 1,195,647 2029 1,180,000 17,051 1,197,051 Total $7,165,000 $599,298 $7,764,298 Lease Liability The City leases equipment consisting of printers, copiers and GPS equipment to utilize in various operations of the City. Prior to October 1, 2021, the City entered into a five-year lease agreement as lessee for the use of printers and copiers. An initial lease liability was recorded in the amount of $346,263. As of September 30, 2023, the value of the lease liability was $180,925. The City is required to make monthly principal and interest payments of $7,000. The lease has an implicit interest rate of 1.9235%. The value of the right -to -use asset as of September 30, 2023 was $346,263 with accumulated amortization of $165,339. During the year ended September 30, 2022, the City entered into a four-year lease agreement as lessee for the use of GPS equipment. An initial lease liability was recorded in the amount of $140,564. As of September 30, 2023, the value of the lease liability was $103,390. The City is required to make monthly principal and interest payments of $3,040. The lease has an interest rate of .527%. The value of the right -to -use asset as of September 30, 2023 was $140,564 with accumulated amortization of $37,174. The future principal and interest lease payments as of September 30, 2023 were as follows: Fiscal Governmental Activities Business -Type Activities Year Principal Interest Principal Interest Total 2024 $62,436 $564 $55,608 $1,872 $120,480 2025 62,766 234 56,393 1,087 120,480 2026 10,493 7 36,619 322 47,441 Total $135,695 $805 $148,620 $3,281 $288,401 68 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 4. LONG-TERM DEBT — CONTINUED Subscription -based IT Arrangements The City leases certain software under subscription -based IT arrangements (SBITA). In August 2023, the City entered into a three-year subscription arrangement for the use of certain software. An initial subscription liability was recorded in the amount of $35,130. As of September 30, 2023, the value of the subscription liability was $24,130. The City is required to make annual principal and interest payments that range from $12,000 to $13,000. The subscription has an implicit interest rate of 2.363%. The value of the right -to -use asset as of September 30, 2023 was $35,130 with accumulated amortization of $11,000. In April 2023, the City entered into a three-year subscription arrangement for the use of certain software. An initial subscription liability was recorded in the amount of $237,215. As of September 30, 2023, the value of the subscription liability was $156,288. The City is required to make annual principal and interest payments of $80,926. The subscription has an implicit interest rate of 2.3633%. The value of the right -to -use asset as of September 30, 2023 was $237,215 with accumulated amortization of $80,927. In July 2023, the City entered into a three-year subscription arrangement for the use of certain software. An initial subscription liability was recorded in the amount of $79,682. As of September 30, 2023, the value of the subscription liability was $52,539. The City is required to make annual principal and interest payments of $27,552. The subscription has an implicit interest rate of 3.238%. The value of the right -to -use asset as of September 30, 2023 was $79,682 with accumulated amortization of $27,143. The future principal and interest lease payments as of September 30, 2023 were as follows: Fiscal Governmental Activities Business -Type Activities Year Principal Interest Principal Interest Total 2024 $ 109,879 $ 5,696 $ 4,634 $ 269 $ 120,478 2025 113,701 2,920 4,743 112 121,476 Total $ 223,580 $ 8,616 $ 9,377 $ 381 $ 241,954 69 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 5. COMMITMENTS AND CONTINGENT LIABILITIES The City entered into a contract dated January 21, 1972, with Trinity River Authority (TRA) whereby TRA agreed to provide treated water to the City. This contract was for an original term of thirty-five (35) years and continues in effect until all bonds, or any bonds issued to refund same, have been paid in full. Additionally, on October 10, 1973, the City entered into a contract with TRA to provide wastewater treatment services to the City. The contract remains in force and effect for a period of fifty (50) years and thereafter until any bonds, or any bonds issued to refund same, have been paid in full. Payments by the City are based on metered usage at rates designed to charge the City a prorata share of TRA's annual operating and maintenance expenses and principal and interest requirements on bonds issued by TRA. Payments under these contracts totaled $14,655,072 and are included as operating expenses of the water and wastewater fund. The City entered into a 20-year contract dated February 2, 2010, with the City of Fort Worth (Fort Worth) whereby Fort Worth agreed to provide reclaimed water service to the City. Payments by the City are based on metered volume. Payments under this contract totaled $523,399 in the year ended September 30, 2023 and are included as operating expenses of the water and wastewater 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 wastewater enterprise fund historically bears the major portion of the operating costs of the City's service center, which provides services to all City departments. 70 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 7. INTERFUND TRANSFERS All interfund transfers between the various funds are approved supplements to the operations of those funds. Transfers out General Car rental tax Water and wastewater Drainage utility Nonmajor governmental Total transfers in Transfers out General Car rental tax Water and wastewater Drainage utility Nonmajor governmental Total transfers in $ General Debt Service 1,579,218 48,464 $ $ 2,350,235 960,000 $ 1,627,682 $ 2,350,235 $ 960,000 Transfers in Major Enterprise Golf Other recreation Internal Service Course enterprises $ 450,000 $ 17,863 $ 772,481 - 450,000 - - 799,428 115,140 $ 1,672,481 $ 817,291 $ 115,140 Transfers are primarily used to move funds from: Non -major Subtotal Governmental Governmental Transfers in Police CIP - $ 2,657,829 $ 2,657,829 1,878,474 1,878,474 - 1,579,218 - 48,464 3,899,208 7,209,443 $ 8,435,511 $ 13,373,428 Subtotal Enterprise $ 17,863 914,568 $ 932,431 Total Transfers Out $ 3,125,692 2,650,955 2,029,218 48,464 8,124,011 $ 15,978,340 • The general fund to the non -major governmental funds to fund approved capital projects and to satisfy grant matching requirements, and to the golf course fund for sales tax rebates. • The water and wastewater fund and the drainage utility fund to the general fund for general and administrative charges. • The car rental tax fund to the non -major governmental funds to provide funding for approved capital projects. • The car rental tax fund to the internal service funds for the replacement of capital assets. • The non -major governmental funds to the Police CIP fund for approved capital project funding. • The non -major governmental funds to the non -major governmental funds to provide task force and project funding. 71 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 7. INTERFUND TRANSFERS — CONTINUED • The non -major governmental funds to the other recreation enterprises funds to provide festival funding. • The non -major governmental funds to debt service funds for debt payments on previously issued debt. • The general fund and water and wastewater fund to the internal service funds for workers' compensation and general liability insurance claims. • The non -major governmental funds to the golf course fund to cover a portion of the operating and debt costs associated with the conference center. NOTE 8. RISK MANAGEMENT The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. The City participates in the Texas Municipal League Intergovernmental Risk Pool (TMLIRP) to provide both general liability and property insurance. The City, along with other participating entities, contributes annual amounts determined by TMLIRP management. As claims arise they are submitted to and paid by TMLIRP. The City is not liable for payments beyond their annual contributions to TMLIRP and related deductibles. In fiscal year 2006, the City contracted with the Texas Municipal League Intergovernmental Risk Pool to provide workers' compensation insurance and effectively discontinued being self -insured for workers' compensation claims. This policy has no deductibles, includes all claims handling, and has a fixed premium. In fiscal years prior to 2006, the City was self -insured for workers' compensation claims. Contributions were made to a separate risk management fund by other funds and were available to pay claims, claim reserves, and administrative costs of the program. The City remains liable under its self-insurance program for any claims occurring prior to October 1, 2005. The City provides employee health insurance coverage on a self -insured basis. Premiums are paid into a separate insurance fund by other funds, by the City's employees, and by retirees. The premiums are used to fund claims, administrative costs of the program, and claim reserves. An excess coverage insurance policy covers individual claims in excess of $125,000, and aggregate claims in excess of $8,072,900. During fiscal year 2023, the City and the City's employees contributed approximately $5,360,312 and $1,451,925 respectively, for medical coverage. The City's contributions are accounted for as interfund services provided and used. Claims liabilities are based on estimates of the ultimate cost of claims (including future claim adjustment expenses) that have been reported but not settled, and of claims that have been incurred but not reported and are accounted for in the Insurance Internal Service Fund. 72 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 8. RISK MANAGEMENT — CONTINUED Changes in the balances of health, dental, and prescription claims liabilities for the years ended September 30, 2023 and 2022 are as follows: Unpaid claims, beginning of year Incurred claims Paid claims Unpaid claims, end of year 2023 $ 419,951 5,480,216 (4,914,167) $ 986,000 2022 $ 840,000 4,253,801 (4,673,850) $ 419,951 Settlement amounts have not exceeded stop loss insurance coverage for the year ended September 30, 2023 or any of the three preceding years ended September 30. NOTE 9. DEFINED BENEFIT PENSION PLAN Plan Description The City participates as one of 919 plans in the defined benefit cash -balance plan administered by the Texas Municipal Retirement System (TMRS). TMRS is a statewide public retirement plan created by the State of Texas and administered in accordance with the TMRS Act, Subtitle G, Title 8, Texas Government Code (the TMRS Act) as an agent multiple -employer retirement system for employees of participating Texas cities. The TMRS Act places the general administration and management of TMRS with a six -member, Governor -appointed Board of Trustees; however, TMRS is not fiscally dependent on the State of Texas. TMRS issues a publicly available Annual Comprehensive Financial Report (Annual Report) that can be obtained at tmrs.com. All eligible employees of the City are required to participate in TMRS. Benefits Provided TMRS provides retirement, disability and death benefits. Benefit provisions are adopted by the governing body of the City, within the options available in the state statutes governing TMRS. At retirement, the member's benefit is calculated based on the sum of the member's contributions, with interest, the city -financed monetary credits with interest, and their age at retirement and other actuarial factors. The retiring member may select one of seven monthly benefit payment options. Members may also choose to receive a portion of their benefit as a lump sum distribution in an amount equal to 12, 24 or 36 monthly payments, which cannot exceed 75% of the total member contributions and interest. 73 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 9. DEFINED BENEFIT PENSION PLAN — CONTINUED Benefits Provided — Continued Plan provisions for the City are as follows: Employee deposit rate 7% Matching ratio (City to employee) 2 to 1 A member is vested after 5 years Service retirement eligibility 20 years at any age, 5 years at 60 and above Updated service credit 100% Repeating, Transfers Annuity increase (to retirees) 70% of CPI Employees Covered By Benefit Terms At the December 31, 2022 valuation and measurement date, the following employees were covered by the benefit terms: Inactive employees or beneficiaries currently receiving benefits 301 Inactive employees entitled to, but not yet receiving benefits 191 Active employees 3 84 Total 876 Contributions Member contribution rates in TMRS are either 5%, 6%, or 7% of the Member's total compensation, and the city matching percentages are either 1:1 (1 to 1), 1.5:1 (1 1/2 to 1), or 2:1 (2 to 1), both as adopted by the governing body of the City. Under the state law governing TMRS, the contribution rate for each city is determined annually by the actuary, using the Entry Age Normal (EAN) actuarial cost method. The city's contribution rate is based on the liabilities created from the benefit plan options selected by the City and any changes in benefits or actual experience over time. Employees for the City were required to contribute 7% of their annual gross earnings during the year ended September 30, 2023. The contribution rates for the City were 17.64% and 17.71% in calendar years 2022 and 2023, respectively. The City's contributions to TMRS for the year ended September 30, 2023 were $5,917,958 and were equal to the required contributions. Net Pension Liability The City's Net Pension Liability (NPL) was measured as of December 31, 2022, and the Total Pension Liability (TPL) used to calculate the Net Pension Liability was determined by an actuarial valuation as of that date. 74 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 9. DEFINED BENEFIT PENSION PLAN — CONTINUED Actuarial Assumptions The TPL in the December 31, 2022 actuarial valuation was determined using the following actuarial assumptions: Inflation Overall payroll growth Investment rate of return 2.5% per year 2.75% per year, adjusted down for population declines, if any 6.75%, net of pension plan investment expense, including inflation Salary increases are based on a service -related table. Mortality rates for active members are based on the PUB(10) mortality tables with the Public Safety table used for males and the General Employee table used for females. Mortality rates for healthy retirees and beneficiaries are based on the Gender -distinct 2019 Municipal Retirees of Texas mortality tables. The rates for actives, healthy retirees and beneficiaries are projected on a fully generational basis by Scale UMP to account for future mortality improvements. For disabled annuitants, the same mortality tables for healthy retirees are used with a 4-year set -forward for males and a 3-year set -forward for females. In addition, a 3.5% and 3.0% minimum mortality rate is applied, for males and females respectively, to reflect the impairment for younger members who become disabled. The rates are projected on a fully generational basis by Scale UMP to account for future mortality improvements subject to the floor. The actuarial assumptions were developed primarily from the actuarial investigation of the experience of TMRS over the four-year period from December 31, 2014 to December 31, 2018. The assumptions were adopted in 2019 and first used in the December 31, 2019 actuarial valuation. The post -retirement mortality assumption for Annuity Purchase Rates (APRs) is based on the Mortality Experience Investigation Study covering 2009 through 2011 and dated December 31, 2013. Plan assets are managed on a total return basis with an emphasis on both capital appreciation as well as the production of income in order to satisfy the short-term and long-term funding needs of TMRS. The long-term expected rate of return on pension plan investments was determined using a building-block method in which best estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. In determining their best estimate of a recommended investment return assumption under the various alternative asset allocation portfolios, GRS focused on the area between (1) arithmetic mean (aggressive) without an adjustment for time (conservative) and (2) the geometric mean (conservative) with adjustment for time (aggressive). 75 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 9. DEFINED BENEFIT PENSION PLAN — CONTINUED Actuarial Assumptions — Continued The target allocation and best estimates of real rates of return for each major asset class for the year ended December 31, 2022 are summarized in the following table: Asset Class Long -Term Expected Real Rate of Target Allocation Return (Arithmetic) Global Equity 35.0% 7.70% Core Fixed Income 6.0% 4.90% Non -Core Fixed Income 20.0% 8.70% Other Public and Private Markets 12.0% 8.10% Real Estate 12.0% 5.80% Hedge Funds 5.0% 6.90% Private Equity 10.0% 11.80% Total 100.0% Discount Rate The discount rate used to measure the Total Pension Liability was 6.75%. The projection of cash flows used to determine the discount rate assumed that employee and employer contributions will be made at the rates specified in statute. Based on that assumption, the pension plan's Fiduciary Net Position was projected to be available to make all projected future benefit payments of current active and inactive members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the Total Pension Liability. 76 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 9. DEFINED BENEFIT PENSION PLAN — CONTINUED Changes in the Net Pension (Asset) Liability Balance at 12/31/2021 Changes for the year: Service cost Interest Change in benefit terms Difference between expected and actual experience Changes of assumptions Contributions - employer Contributions - employee Net investment income Benefit payments, including refunds of employee contributions Administrative expense Other changes Net changes Balance at 12/31/2022 Total Pension Liability (a) $ 251,641,795 5,966,121 16,821,152 1,567,444 Increase (Decrease) Plan Fiduciary Net Position (b) $ 251,846,824 5,713,524 2,267,255 (18,380,677) (10,845,200) (10,845,200) (159,083) - 189,833 13,509,517 (21,214,348) $ 265,151,312 $ 230,632,476 There were no changes in benefit terms during the year. Sensitivity of the Net Pension Liability to Changes in the Discount Rate Net Pension Liability (Asset) (a) - (b) $ (205,029) 5,966,121 16,821,152 1,567,444 (5,713,524) (2,267,255) 18,380,677 159,083 (189,833) 34,723,865 $ 34,518,836 The following presents the net pension liability of the City, calculated using the discount rate of 6.75%, as well as what the City's net pension liability would be if it were calculated using a discount rate that is 1-percentage-point lower (5.75%) or 1-percentage-point higher (7.75%) than the current rate: City's net pension liability 1% Decrease in Discount Rate (5.75%) $ 70,997,277 Discount Rate (6.75%) $ 34,518,836 1% Increase in Discount Rate (7.75%) $ 4,453,774 77 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 9. DEFINED BENEFIT PENSION PLAN — CONTINUED Pension Plan Fiduciary Net Position Detailed information about the pension plan's Fiduciary Net Position is available in the Schedule of Changes in Fiduciary Net Position, by Participating City. That report may be obtained at tmrs.com. Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions For the valuation date of December 31, 2022, the City recognized pension expense of $8,484,303. At September 30, 2023, the City reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows of Inflows of Resources Resources Differences between expected and actual experience $ 2,242,581 $ Changes in actuarial assumptions Difference between projected and actual investment earnings 15,860,497 Contributions subsequent to the measurement date 4,367,756 Total $ 22,470,834 $ $4,367,756 reported as deferred outflows of resources related to the pension resulting from contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability (asset) for the year ended September 30, 2024. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: Measurement Net Deferred Year Outflows/(Inflows) December 31, ofResources 2023 $ 1,279,088 2024 4,523,626 2025 4,971,274 2026 7,329,090 Total $ 18,103,078 78 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 10. OTHER POSTEMPLOYMENT BENEFITS Postemployment Healthcare Plan Plan Description The City adopted the City of Euless Post -Employment Benefits Trust (OPEB Trust) by passage of Resolution No. 09-1319 on September 8, 2009 which authorized participation in the PARS Public Agencies Post -Retirement Health Care Plan Trust, including the City of Euless Public Agencies Post -Retirement Health Care Plan (the Plan), as part of the City's Retirement Program. Article III of the Public Agencies Post -Retirement Health Care Plan Master Plan Document as adopted provides for the determination of eligibility under the plan to each participating Employer to the extent provided in the Employer's applicable policies. The City's policies with regard to post -employment healthcare coverage are governed by the City of Euless Medical and Dental Plan, the City's group health insurance plan, the benefits of which are established by management. Benefits provided. The City provides post -employment medical, dental, life, and vision benefits under the Plan to eligible retirees and dependents qualifying as one of the eligible classes of dependents as described in the Plan. To be eligible for coverage under the Plan, an employee must retire with the City of Euless and be eligible for retirement through TMRS. TMRS retirement eligibility requirements are described in detail in Note 9. Additionally, written application to enroll himself/herself and all eligible dependents (for which coverage is elected) in the Plan must be made by the employee prior to or on the retirement date. The Plan provides lifetime benefits or until Medicare eligibility is attained. Regardless of Medicare enrollment status, the Plan will base payment of benefits as though Medicare were responsible for primary payment of benefits insomuch as allowed by Federal law. The Plan is a single -employer defined benefit healthcare plan administered by the City Manager, his/her successor, or his/her designee. Separate financial statements for the Plan are not issued, but rather are included in the financial statements of the City which are available on-line at https://www. eulesstx. gov/deuartments/finance/comprehensive-annual-financial-report. The OPEB Trust is an agent multiple -employer trust arrangement established to provide economies of scale and efficiency of administration to public agencies. The OPEB Trust is established as a tax-exempt trust within the meaning of Section 115 of the Internal Revenue Code and is intended to hold the assets used to fund the City's post -employment benefits offered by the City to its employees as specified in the City's policies. Upon adoption of the Trust Agreement, a separate Agency Account was established under the OPEB Trust for the City, and all assets of the Trust attributable to the City are held in the City's Agency Account. The assets of the Trust are available only to pay post -employment healthcare benefits of eligible employees of the City and their dependents and other associated administrative costs. 79 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 10. OTHER POSTEMPLOYMENT BENEFITS — CONTINUED Funding Policy A Participant in the OPEB Trust is required from time to time to contribute to its Agency Account an amount determined by such Participant at its sole discretion. Such amount may, but need not, equal such Participant's actuarially determined contribution (ADC) as determined in accordance with GASB 74. However, it is currently the intent of the Plan Administrator to annually fund an amount equal to, or in excess of, the ADC. This intent is subject to change and is subject to annual appropriation. Contribution requirements of Plan members and the City are determined by the Plan Administrator and may be amended by same from time to time. For the year ending September 30, 2023, plan members contributed: Monthly Contribution Medical Plan Dental Vision Retiree Only $ 863.29 $ 38.55 $ 7.86 Retiree plus Children 1,640.25 73.24 12.84 Retiree plus Spouse 1,985.57 88.66 15.24 Retiree plus Family 2,503.53 111.80 21.56 Retired employees meeting all eligibility requirements as set forth in the Plan that were hired prior to October 1, 2006 and are either: a) Retired and enrolled in the Plan on or prior to September 30, 2007; or b) Retired and not enrolled in the Plan on or prior to September 30, 2007 and meet guidelines for reinstatement to the Plan; or c) Employees who were not retired as of September 30, 2007 that retire with at least ten years of service to the City of Euless and have a combined age and years of service equal to at least 70 will qualify for a service discount on their total premium, subject to annual appropriation, as set forth in the following table. Retired employees meeting all eligibility requirements as set forth in the Plan that were hired after October 1, 2006 and before October 1, 2014 retiring with a minimum of 20 years of service with a combined age and years of service to the City of Euless equal to at least 80 qualify for a service discount on their total premium, subject to annual appropriation, as set forth in the following: Discounts on Premiums Hired Pre-10/2006 Hired Post-10/2006 Hired Post-10/2014 Service Retiree Retiree+ Retiree Retiree+ Retiree Retiree+ 10 to 14 years 15% 30% N/A N/A N/A N/A 15 to 19 years 25% 40% N/A N/A N/A N/A 20 to 24 years 35% 50% 35% 50% N/A N/A 25 to 29 years 50% 65% 50% 65% N/A N/A 30+ years 60% 75% 60% 75% N/A N/A 80 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 10. OTHER POSTEMPLOYMENT BENEFITS — CONTINUED Funding Policy — Continued Retirees are permitted to participate with active employees in the healthcare plan but retirees must pay all premiums (less applicable discounts) assigned to them. The City will continue to apply the applicable discount to surviving spouse/dependents based upon a deceased employee's years of service. Employees hired on or after October 1, 2014 will not be eligible for premium discounts regardless of years of service. Per the requirements of GASB 74 and GASB 75, the following data is presented. Plan Membership At the October 1, 2021 actuarial valuation and measurement date, plan membership consisted of the following: Employees/retirees covered by the benefit terms: Inactive plan members or beneficiaries currently receiving benefit payments 51 Inactive plan members entitled to, but not yet receiving benefit payments 22 Active plan members 356 429 Investments Investment policy. The City's policy in regard to the allocation of invested assets is established and may be amended by the City Manager. The City Council appointed the City Manager or her successor or her designee as the City's Plan Administrator. The City Manager selected the balanced, moderately aggressive actively -managed investment option (HighMark Balanced) to provide growth of principal and income. While dividend and interest income are an important component of the objective's total return, it is expected that capital appreciation will comprise a larger portion of the total return. The portfolio will be allocated between equity and fixed income investments. Strategic Target 9/30/2023 Asset Class Range Allocation Allocation Equity 50-70% 60% 39% Fixed income 30-50% 35% 26% Cash 0-20% 5% 35% 100% 100% Rate of return. For the year ended September 30, 2023, the annual money -weighted rate of return on investments, net of investment expense, was 9.98%. The money -weighted rate of return expresses investment performance, net of investment expense, adjusted for the changing amounts actually invested. 81 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 10. OTHER POSTEMPLOYMENT BENEFITS — CONTINUED Investments — Continued Concentrations. The following investments comprised 5% or more of the OPEB plan's fiduciary net position as of September 30, 2023: Asset Class Equity Fixed Income Fixed Income Fixed Income Cash % of Investment Vehicle Portfolio Vanguard Growth & Income Adm 7.55% DoubleLine Core Fixed Income I 7.48% Dodge & Cox Income 7.54% iShares MBS ETF 7.50% First American Government Oblig X 34.77% Net OPEB Liability of the City The components of the net OPEB liability of the City at September 30 were as follows: 2023 2022 Total OPEB liability $ 21,378,634 $ 20,686,885 Plan fiduciary net position (11,583,042) (9,805,849) City's net OPEB liability $ 9,795,592 $ 10,881,036 Plan fiduciary net position as a percent of the total OPEB liability 54.18% 47.40% Actuarial Methods and Assumptions Projections of benefits for financial reporting purposes are based on the substantive plan (the plan as understood by the employer and the plan members) and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members at that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the actuarial value of plan assets, consistent with the long-term perspective of the calculations. 82 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 10. OTHER POSTEMPLOYMENT BENEFITS — CONTINUED Actuarial Methods and Assumptions — Continued An actuarial valuation was performed as of October 1, 2021 using the entry age normal actuarial cost method. The liability was then rolled forward to the measurement date of September 30, 2023. The actuarial assumptions include: Inflation 2.5% per annum Salary increases 3.00% per annum Investment rate of return 7.50% Healthcare cost trend rates 7.10% with annual increases/decreases to an ultimate rate of 4.2% in 2048 Dental cost trend rates 3.00% Mortality rates were based on the sex distinct PUB 2010 general employee/retiree headcount weighted mortality table with mortality improvements scale MP-2021. The plan has not had a formal actuarial experience study performed. The expected return of each asset class is determined through a combination of historical rates of return, valuation projections, and economic expectations. Expected rates of return are developed and annually reviewed by HighMark's Asset Allocation Committee. The long-term expected rate of return on OPEB plan investments is then calculated by weighting the returns for each asset class according to the exposure as determined by the current strategic allocation. The anticipated long-term rate of return is 6.58% with an expected standard deviation of 10.12%. Anticipated long-term returns by asset class are not available. Discount rate. The discount rate used to measure the total OPEB liability was 7.5%. The projection of cash flows used to determine the discount rate assumed the City contributions will be made at rates at least equal to the actuarially determined contribution rates. Based on those assumptions, the OPEB Plan's fiduciary net position was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on OPEB plan investments was applied to all periods of projected benefit payments to determine the total OPEB liability. Sensitivity of the OPEB liability to changes in the discount rate. The following presents the net OPEB liability of the City as well as what the City's net OPEB liability would be if it were calculated using a discount rate that is one percentage point lower (6.5%) or one percentage point higher (8.5%) than the current discount rate: 1 % Decrease Discount Rate 1 % Increase (6.5%) (7.5%) (8.5%) Net OPEB liability $ 13,661,197 $ 9,795,592 $ 6,703,049 83 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 10. OTHER POSTEMPLOYMENT BENEFITS — CONTINUED Actuarial Methods and Assumptions — Continued Sensitivity of the OPEB liability to changes in the healthcare cost trend rates. The following presents the net OPEB liability of the City as well as what the City's net OPEB liability would be if it were calculated using healthcare cost trend rates that are one percentage point lower or one percentage point higher than the current healthcare cost trend rates: Current Trend 1% Decrease Rates (7.10%) 1% Increase Net OPEB liability $ 6,235,006 $ 9,795,592 $ 14,311,883 Net OPEB Liability Increase (Decrease) Total OPEB Plan Fiduciary Net OPEB Liability Net Position Liability (a) (b) (a) - (b) Balance at 9/30/2022 $ 20,686,885 $ 9,805,849 $ 10,881,036 Changes for the year: Service cost 306,311 - 306,311 Interest 1,531,512 - 1,531,512 Change of benefit terms - Difference between expected and actual experience Changes of assumptions - Difference in expected and actual net investment income - 262,122 (262,122) Contributions - employer - 1,906,655 (1,906,655) Contributions - other 252,575 252,575 - Net investment income 754,490 (754,490) Benefit payments, including refunds of employee contributions (1,226,752) (1,226,752) Administrative expense (171,897) (171,897) - Net changes 691,749 1,777,193 (1,085,444) Balance at 9/30/2023 $ 21,378,634 $ 11,583,042 $ 9,795,592 84 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 10. OTHER POSTEMPLOYMENT BENEFITS — CONTINUED OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB For the year ended September 30, 2023, the City recognized OPEB expense of $1,248,642. At September 30, 2023, the City reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Deferred Deferred Outflows of Inflows of Resources Resources Changes in actuarial assumptions $ $ 736,234 Difference between projected and actual investment earnings 659,983 Total $ 659,983 $ 736,234 Amounts reported as deferred outflows and inflows of resources related to OPEB will be recognized in OPEB expense as follows: Fiscal Year Net Deferred Ending Outflows/(Inflows) September 30, of Resources 2024 $ 120,053 2025 122,258 2026 312,276 2027 (341,631) 2028 (289,207) Total $ (76,251) NOTE 11. EXCESS OF EXPENDITURES OVER APPROPRIATIONS As of September 30, 2023, the following fund had excess of expenditures over appropriations: - Grant special revenue fund in the amount of $7,955. 85 CITY OF EULESS, TEXAS NOTES TO BASIC FINANCIAL STATEMENTS NOTE 12. LEASE RECEIVABLES The City leases various property and buildings to other entities. The leases range from five to 23 years in length. The City received annual payments from these leases of $812,515. The City recognized $663,241 in lease revenue and $149,274 in interest revenue during the current fiscal year related to these leases. As of September 30, 2023, the City's receivable and deferred inflows of resources for leases was $4,792,268 for governmental activities and $356,567 for business -type activities. The deferred inflow of resources associated with these leases will be recognized as revenue over the lease terms. The future principal and interest lease payments to be received as of September 30, 2023 were as follows: Fiscal Year Governmental Activities Principal Interest 2024 $ 652,078 2025 659,426 2026 452,183 2027 385,789 2028 404,202 2029-2033 1,245,156 2034-2038 393,700 2039-2043 467,853 2044-2045 131,881 Total $ 4,792,268 $ 123,691 102,297 85,208 72,368 59,406 140,264 71,593 33,401 1,571 $ 689,799 Business -Type Activities Principal Interest $ 38,341 38,860 39,386 40,733 42,432 156,815 $ 4,559 $ 4,040 3,514 2,980 2,418 3,898 Total 818,669 804,623 580,291 501,870 508,458 1,546,133 465,293 501,254 133,452 $ 356,567 $ 21,409 $ 5,860,043 86 REQUIRED SUPPLEMENTARY INFORMATION THE CITY OF EULESS CITY OF EULESS, TEXAS SCHEDULE OF CHANGES IN NET PENSION LIABILITY (ASSET) AND RELATED RATIOS FOR THE MEASUREMENT YEAR ENDED DECEMBER 31 Total pension liability Service cost Interest (on the total pension liability) Difference in expected and actual experience Change in assumptions Benefit payments, including refunds Net change in total pension liability Total pension liability, beginning of year Total pension liability, ending of year Plan fiduciary net position Contributions - employer Contributions - employee Net investment income Benefit payments, including refunds Admrtnistrative expense Other Net change in plan fiduciary net position Plan fiduciary net position - beginning Plan fiduciary net position - ending Net pension liability (asset) - ending Plan fiduciary net position as a % of TPL Covered payroll Net pension liability (asset) as a % of covered payroll 2022* $ 5,966,121 16,821,152 1,567,444 (10,845,200) 13,509,517 251,641,795 $ 265,151,312 $ 5,713,524 2,267,255 (18,380,677) (10,845,200) (159,083) 189,833 (21,214,348) 251,846,824 $ 230,632,476 $ 34,518,836 86.98% $ 32,389,362 106.57% * The schedule is intended to show information for 10 years. Additional years will be displayed as they become available. 2021* 2020* 2019* 2018* $ 5,642,742 $ 5,645,675 $ 5,375,963 $ 5,253,722 15,918,254 15,244,423 14,557,634 13,864,487 2,211,218 (728,824) (171,396) (206,128) - - 145,747 - (10,270,056) (10,084,210) (9,652,090) (7,756,635) 13,502,158 10,077,064 10,255,858 11,155,446 238,139,637 228,062,573 217,806,715 206,651,269 $ 251,641,795 $ 238,139,637 $ 228,062,573 $ 217,806,715 $ 5,511,185 $ 5,419,109 $ 5,192,816 $ 5,146,736 2,140,878 2,144,052 2,077,001 2,023,998 29,364,122 16,076,966 28,704,340 (5,754,957) (10,270,056) (10,084,210) (9,652,090) (7,756,635) (135,860) (104,023) (162,161) (111,206) 930 (4,058) (4,871) (5,810) 26,611,199 13,447,836 26,155,035 (6,457,874) 225,235,625 211,787,789 185,632,754 192,090,628 $ 251,846,824 $ 225,235,625 $ 211,787,789 $ 185,632,754 $ (205,029) $ 12,904,012 $ 16,274,784 $ 32,173,961 100.08% 94.58% 92.86% 85.23% $ 30,583,969 $ 30,616,434 $ 29,619,629 $ 28,914,263 (.67%) 42.15% 54.95% 111.27% 89 2017* $ 5,149,378 $ 13,129,452 169,296 (7,465,146) 10,982,980 195,668,289 $ 206,651,269 $ $ 5,027,855 $ 1,981,736 23,456,668 (7,465,146) (121,542) (6,160) 22,873,411 169,217,217 $ 192,090,628 $ 2016* 4,868,631 $ 12,462,429 (361,966) (6,990,135) 9,978,959 2015* 2014* 4,539,237 $ 4,331,759 12,302,430 11,698,243 (579,992) (752,184) (595,757) - (6,911,946) (6,588,671) 8,753,972 8,689,147 185,689,330 176,935,358 168,246,211 195,668,289 $ 185,689,330 $ 176,935,358 4,691,585 $ 1,877,709 10,748,002 (6,990,135) (121,371) (6,539) 10,199,251 4,644,735 $ 4,787,533 1,801,285 1,789,251 235,212 8,631,343 (6,911,946) (6,588,671) (143,262) (90,113) (7,076) (7,409) (381,052) 8,521,934 159,017,966 159,399,018 169,217,217 $ 159,017,966 $ 14,560,641 $ 92.95% $ 28,308,838 $ 51.44% 150,877,084 $ 159,399,018 26,451,072 $ 26,671,364 $ 17,536,340 86.48% 85.64% 90.09% 26,824,411 $ 25,732,638 $ 25,560,729 98.61% 103.65% 68.61% CITY OF EULESS, TEXAS SCHEDULE OF CONTRIBUTIONS - PENSION FOR THE FISCAL YEAR ENDED SEPTEMBER 30 2023* 2022* 2021* 2020* 2019* 2018* 2017* 2016* 2015* Actuarially deteinmiedcontnbutions $ 5,917,958 $ 5,518,493 $ 5,534,917 $ 5,532,423 $ 5,174,020 $ 5,094,779 $ 4,971,811 $ 4,670,520 $ 4,602,538 Actual contnbutions (5,917,958) (5,518,493) (5,534,917) (5,532,423) (5,174,020) (5,094,779) (4,971,811) (4,670,520) (4,602,538) Contributions deficiency (excess) $ - $ - $ - $ - $ - $ - $ - $ - $ - Covered payroll $ 33,832,208 $ 31,442,237 $ 30,853,753 $ 31,348,108 $ 29,411,252 $ 28,640,420 $ 28,113,691 $ 26,464,297 $ 25,453,407 Ratio of actual contributions to covered payroll amount 17.49% 17.55% 17.94% 17.65% 17.59% 17.79% 17.69% 17.65% 18.08% * The schedule is intended to show information for 10 years. Additional years will be displayed as they become available. Notes to Schedule Valuation Date Actuarial determined contribution rates are calculated as of December 31 st each year and become effective in January, 13 months later Methods and Assumptions Used to Dete,nline Contribution Rates: Actuarial Cost Method Entry Age Normal Amortization Method Level Percentage of Payroll, Closed Remaining Amortization Period 22 years Asset Valuation Method 10 year smoothed market; 12% soft corridor Inflation 2.5% Salary Increases 3.5% to 11.5% including inflation Investment Rate of Return 6.75% Retirement Age Experience -based table of rates that are specific to the City's plan of benefits. Last updated for the 2019 valuation pursuant to an experience study of the period 2014 - 2018. Mortality Post -retirement: 2019 Municipal Retirees of Texas Mortality Tables. The rates are projected on a fully generational basis with scale UMP. Pre -retirement PUB (10) mortality tables with the Public Safety table used for males and the General Employee table used for females. The rates are projected on a fully generational basis with scale UMP. Other information: Notes: There were no benefit changes during the year. 90 CITY OF EULESS, TEXAS SCHEDULE OF CHANGES IN NET OPEB LIABILITY AND RELATED RATIOS FOR THE FISCAL YEAR ENDED SEPTEMBER 30 Total OPEB liability Service cost Interest on total OPEB liability Effect of changes of benefit terms Effect of difference between expected and actual experience Contributions - other Effect of changes of assumptions Administrative expense Benefit payments Net change in OPEB liability Beginning balance Ending balance Plan fiduciary net position Contributions - employer Contributions - other Net investment income (loss) Difference in expected and actual net investment income Benefit payments Administrative expense Net change in plan fiduciary net position Beginning balance Ending balance 2023* $ 306,311 1,531,512 252,575 (171,897) (1,226,752) 691,749 20,686,885 $ 21,378,634 $ 1,906,655 252,575 754,490 262,122 (1,226,752) (171,897) 1,777,193 9,805,849 $ 11,583,042 City's net OPEB liability ending $ Plan fiduciary net position as a % of the total OPEB liability 2022* $ 331,127 1,603,744 (200,028) 246,671 (1,824,415) (144,973) (1,053,109) (1,040,983) 21,727,868 $ 20,686,885 2021* $ 287,730 $ 1,539,416 281,524 (140,970) (955,297) 1,012,403 20,715,465 $ 21,727,868 $ 1,663,312 $ 246,671 (1,928,493) (1,053,109) (144,973) (1,216,592) 11,022,441 $ 9,805,849 9,795,592 $ 10,881,036 54% Covered employee payroll $ 33,832,208 City's net OPEB liability as a % of covered employee payroll 29% 47% $ 31,442,237 35% 2020* 267,668 $ 1,379,257 (627,155) 276,885 1,322,815 (131,481) (898,811) 1,589,178 19,126,287 $ 20,715,465 1,515,094 $ 281,524 668,472 950,076 (955,297) (140,970) 2,318,899 8,703,542 $ 11,022,441 $ 10,705,427 $ 51% $ 30,853,753 $ 35% 2019* 435,930 $ 1,360,548 1,271,483 2018* 270,205 (135,119) (1,019,931) 911,633 18,214,654 $ 19,126,287 1,455,171 $ 276,885 577,387 11,026 (898,811) (131,481) 1,290,177 7,413,365 8,703,542 $ 12,011,923 $ 42% 1,583,715 270,205 502,656 (226,279) (1,019,931) (135,119) 2017* 447,155 $ 75,083 825,331 1,459,988 432,425 (798,143) 5,480,748 (1,332,839) 5,480,748 11,583,704 $ 17,064,452 1,832,839 559,716 (1,332,839) (13,525) 1,046,191 4,313,417 $ 5,359,608 11,712,922 $ 11,776,536 $ 11,704,844 (1,230,281) 1,150,202 17,064,452 $ 18,214,654 $ 1,754,093 $ 320,471 381,824 (1,230,281) (147,597) 975,247 1,078,510 6,438,118 5,359,608 7,413,365 $ 6,438,118 39% 31,348,108 $ 29,411,252 $ 28,640,420 $ 25,944,080 38% 40% 35% 31% 41% 45% * This schedule is presented to illustrate the requirement to show ten years of information. However, until a full ten-year trend is available, the schedule will present the information that is available. 91 CITY OF EULESS, TEXAS SCHEDULE OF CONTRIBUTIONS - OPEB TRUST FOR THE FISCAL YEAR ENDED SEPTEMBER 30 2023* 2022* Actuarially determined contribution $ 1,297,029 Contributed in relation to the actuarially determined contribution Contribution deficiency (excess) $ 1,300,719 $ 1,906,655 1,663,312 $ (609,626) $ (362,593) $ Covered employee payroll $ 33,832,208 Contributions as a percentage of covered employee payroll 5.6% 2021* 2020* 2019* 1,421,454 $ 1,388,216 $ 1,486,177 2018* $ 1,492,738 $ 1,515,094 1,455,171 1,583,715 (93,640) $ (66,955) $ (97,538) $ $ 31,442,237 $ 30,853,753 $ 31,348,108 $ 29,411,252 5.3% 4.9% 4.6% 5.4% 2017* 1,226,144 1,754,093 1,832,839 (261,355) $ (606,695) $ 28,640,420 $ 25,944,080 6.1% * This schedule is presented to illustrate the requirement to show ten years of information. However, until a full ten-year trend is available, the schedule will present the information that is available. Notes to Schedule Significant assumptions used in preparation of actuarial valuation Valuation date Actuarial cost method Amortization method Remaining amortization period Amortization period for new losses Asset valuation method Discount rate Inflation Healthcare cost trend rates Dental cost trend rates Salary increases including inflation Long-term investment rate of return, net of investment expense Retirement age Mortality 10/1/2021 Entry Age Normal Level Dollar Method 24 years - closed period 25 years - closed period Market value 7.5% 2.5% 7.10% increasing/decreasing annually to 4.2% in 2048+ 3.0% per annum 3.00% 92 7.5% Varies with age and service level Sex distinct PUB 2010 general employee retiree mortality tables based upon public plan experience only. Mortality improvement scale used is the MP- 2021 table. 7.1% CITY OF EULESS, TEXAS BUDGETARY COMPARISON SCHEDULE GENERAL FUND YEAR ENDED SEPTEMBER 30, 2023 Revenues General property tax Current and delinquent taxes Penalty and interest Total property tax Gross receipts and mixed beverage tax Telephone line access fee Electric company Gas company Cable TV City garbage service Water and wastewater system Others Total gross receipts and mixed beverage tax 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 Total fines and fees Licenses and permits Building permits Miscellaneous permits Minimum housing Total licenses and permits Investment income Intergovernmental Other revenues Rental income Swimming pools Miscellaneous income Total other revenues Total revenues Budgeted Amounts Original Final $ 19,789,934 $ 80,000 19,869,934 98,809 1,620,378 431,092 240,000 318,777 1,500,138 190,478 4,399,672 16,748,121 1,548,636 650,000 7,500 900,000 3,500 15,500 77,652 3,202,788 300,000 257,400 65,000 622,400 38,402 436,294 529,970 200,000 205,440 935,410 46,253,021 19,789,934 $ 80,000 19,869,934 98,809 1,620,378 431,092 240,000 318,777 1,500,138 190,478 4,399,672 16,748,121 1,548,636 650,000 7,500 900,000 3,500 15,500 77,652 3,202,788 300,000 257,400 65,000 622,400 38,402 436,294 529,970 200,000 205,440 935,410 46,253,021 Actual GAAP Basis Variance with Final Budget Positive (Negative) 19,841,189 $ 82,978 19,924,167 87,033 1,663,060 643,892 212,941 345,503 1,579,218 245,134 4,776,781 18,160,781 1,651,213 682,500 8,328 1,090,244 6,584 18,422 63,955 3,521,246 789,319 242,240 85,865 1,117,424 776,630 2,576,230 751,245 275,443 218,603 1,245,291 52,098,550 51,255 2,978 54,233 (11,776) 42,682 212,800 (27,059) 26,726 79,080 54,656 377,109 1,412,660 102,577 32,500 828 190,244 3,084 2,922 (13,697) 318,458 489,319 (15,160) 20,865 495,024 738,228 2,139,936 221,275 75,443 13,163 309,881 5,845,529 93 CITY OF EULESS, TEXAS BUDGETARY COMPARISON SCHEDULE GENERAL FUND YEAR ENDED SEPTEMBER 30, 2023 Expenditures Current Culture and recreation Development services General and administrative Highways and streets Public safety Debt service Principal Interest and fiscal charges Total expenditures Excess (deficiency) ofrevenues over (under) expenditures Other financing sources (uses) Proceeds from sale of assets Issuance of subscription debt Transfers in Transfers out Total other financing sources (uses), net Net change in fund balance Fund balance, beginning of year Fund balance, end of year Budgeted Amounts Original Final $ 4,007,096 1,031,504 17,938,476 1,957,802 30,538,553 55,473,431 (9,220,410) 5,000 3,505,927 (3,110,917) 400,010 (8,820,400) 25,305,905 $ 16,485,505 $ 4,007,096 1,031,504 17,926,913 1,957,802 30,538,553 55,461,868 (9,208,847) 5,000 3,505,927 (3,122,480) 388,447 (8,820,400) 25,305,905 Actual GAAP Basis $ 3,745,511 961,916 15,708,777 1,637,543 29,630,409 $ 16,485,505 $ 171,466 1,301 51,856,923 241,627 2,618 323,561 1,627,682 (3,125,692) (1,171,831) (930,204) 25,305,905 (Continued) Variance with Final Budget Positive (Negative) $ 261,585 69,588 2,218,136 320,259 908,144 (171,466) (1,301) 3,604,945 9,450,474 (2,382) 323,561 (1,878,245) (3,212) (1,560,278) 7,890,196 24,375,701 $ 7,890,196 94 CITY OF EULESS, TEXAS BUDGETARY COMPARISON SCHEDULE CAR RENTAL SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2023 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues Car rental tax $ 17,634,077 $ 17,634,077 $ 18,709,978 $ 1,075,901 Investment income 27,106 27,106 1,168,749 1,141,643 Total revenues 17,661,183 17,661,183 19,878,727 2,217,544 Expenditures General and administrative 11,856,052 12,250,487 12,583,319 (332,832) Capital outlay 482,972 482,972 482,972 Total expenditures 12,339,024 12,733,459 12,583,319 150,140 Excess of revenues over expenditures 5,322,159 4,927,724 7,295,408 2,367,684 Other fmancing uses Transfers out (3,731,823) (4,610,297) (2,650,955) 1,959,342 Total other financing uses (3,731,823) (4,610,297) (2,650,955) 1,959,342 Net change in fund balance 1,590,336 317,427 4,644,453 4,327,026 Fund balance, beginning of year 8,698,251 8,698,251 8,698,251 Fund balance, end of year $ 10,288,587 $ 9,015,678 $ 13,342,704 $ 4,327,026 95 CITY OF EULESS, TEXAS NOTES TO REQUIRED SUPPLEMENTARY INFORMATION NOTE 1. BUDGET BASIS OF ACCOUNTING The City Council adheres to the following procedures in establishing budgetary data reflected in the financial statements: 1. Prior to August 1, the City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following October 1. The operating budget includes proposed expenditures and expenses and means of financing them. 2. Public hearings are conducted to obtain taxpayers' comments. 3. Prior to September 30, 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 or expenses 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 projects and not on an annual basis. Accordingly, formal budgetary integration of the capital projects funds is not employed and comparison of actual results of operations to budgetary data for such funds is not presented. 8. Appropriated budgets for the proprietary funds are also adopted but have not been presented since reporting on such budgets is not legally required. The Budgetary Comparison Schedules — general fund and car rental tax special revenue fund present a comparison of budgetary data to actual results. These funds utilize the same basis of accounting for both budgetary purposes and actual results. A budgetary comparison schedule is not presented for the Glade Parks PID fund due to lack of budgeted activity for the prior and current years. 96 COMBINING AND 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. 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 revenues can only be spent on parks, library, debt service, and economic development activities within the City of Euless. Police Drug Enforcement Fund — to account for proceeds from the sale of assets seized in connection with drug arrests. Revenues are used solely for police department expenditures. 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. Grant Fund — to account for grant revenues received by the City, which must be spent in accordance with grant provisions. Police Seized Asset Fund — to account for resources received from asset forfeiture pursuant to court judgment File No. 09-13-640 to be administered in compliance with Chapter 59, Texas Code of Criminal Procedure. Juvenile Case Fund — to account for a fee added to municipal court citations. This fee is used to support the expenditures associated with juvenile case processing. Glade Parks Public Improvement District (PID) Fund — to account for the accumulation of resources from an assessment levied upon properties within the district boundaries. The resources are utilized for the repayment of debt issued to fund public improvements within the district. The district assesses property owners only for the portion of the debt payment not covered with resources of the Glade Parks TIRZ #3. Tax Increment Reinvestment Zone #3 — Glade Parks Fund (TIRZ #3) — to account for the accumulation of a portion of the incremental property taxes from taxing entities participating in the tax increment reinvestment zone. The resources are used for the repayment of debt issued to fund public improvements within the zone. 98 NON -MAJOR GOVERNMENTAL FUNDS — Continued Midtown Public Improvement District (PID) Fund — to account for the accumulation of resources from an assessment levied upon properties within the district boundaries. The resources are utilized for the repayment of debt issued to fund public improvements within the district. Midtown TIRZ #4 Fund — to account for the accumulation of a portion of the incremental property taxes from taxing entities participating in the tax increment reinvestment zone. The resources are used for the repayment of debt issued to fund public improvements within the zone. The TIRZ #4 fund revenues reduce the amount of revenue needed from the Midtown PID fund to pay debt service. Cable PEG Fees Fund — to account for a 1 % fee collected from cable channel providers for expansion of the city's public, educational, and governmental access channel. CAPITAL PROJECTS FUNDS Half -Penny Sales Tax CIP Fund — to account for bond proceeds and sales tax receipts to be expended for capital 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. Street CIP Fund — to account for street construction and reconstruction projects and the means of financing such improvements. General CIP Fund — to account for various general construction projects within the City. Redevelopment CIP Fund — to account for land acquisition and revitalization projects designed to enhance development and promote redevelopment throughout the community. Midtown Reserve Fund — to account for resources used to re-establish the Midtown debt reserve. TIRZ #4 Midtown CIP Fund — to account for construction projects and the means of financing such projects within the development area generally known as Founders Parc, formerly Euless Midtown. Car Rental CIP Fund — to account for building and infrastructure projects that are funded from short-term motor vehicle rental tax. 99 CITY OF EULESS, TEXAS COMBINING BALANCE SHEET NON -MAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2023 Special Revenue Funds Police Crime Drug Control and Hotel/ Half -Penny Enforce- Prevention Motel Sales Tax ment District Grant Fund Fund Fund Fund Fund ASSETS Deposits and investments $ 2,342,079 $ 4,652,291 $ 745,029 $ 1,727,880 $ 102,300 Accounts receivable 378,361 - 251,379 Property taxes receivable - Accrued interest receivable 33,430 - Due from other governments - 1,395,263 10,000 701,990 Lease receivable - 1,684,765 - Prepaids and deposits - Restricted deposits and investments Total assets $ 2,720,440 $ 7,765,749 $ 755,029 $ 2,429,870 $ 353,679 LIABILITIES Accounts payable $ 362,410 $ 155,801 $ 249,558 $ 17,628 $ Contracts payable - Accrued salaries and wages - 66,375 72,674 745 Unearned revenue - - - 352,934 Total liabilities 362,410 222,176 249,558 90,302 353,679 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - other Deferred inflows related to leases 1,684,765 Total deferred inflows ofresources - 1,684,765 FUND BALANCES Nonspendable - - - Restricted, debt service - 418,344 - Restricted, capital projects - Restricted, developer agreements Restricted, juvenile case management - Restricted, cable PEG fees - Restricted, historical preservation 843 - - Assigned 2,357,187 5,440,464 505,471 2,339,568 Total fund balances 2,358,030 5,858,808 505,471 2,339,568 Total liabilities, deferred inflows of resources, and find balances $ 2,720,440 $ 7,765,749 $ 755,029 $ 2,429,870 $ 353,679 100 Special Revenue Funds Police Cable Special Seized Juvenile Glade Parks TIRZ#3 Midtown TIRZ#4 PEG Revenue Assets Case PID Glade Parks PID Midtown Fees Funds Fund Fund Fund Fund Fund Fund Fund Totals $ 215,994 $ 220,131 $ 750,000 $ 4,511,272 $ 77,276 $ 756,358 $ 583,264 $ 16,683,874 - - 72,929 - 1,935 17,000 721,604 36,485 156,248 - 192,733 - - - - - 33,430 - - - - - 2,107,253 - 1,684,765 12,219 12,219 $ 215,994 $ 220,131 $ 750,000 $ 4,620,686 $ 77,276 $ 914,541 $ 612,483 $ 21,435,878 $ $ 138 $ - $ $ 2,126 $ - $ 895 $ 788,556 456 573 140,823 - 352,934 456 711 - 2,126 - 895 1,282,313 39,223 - - 39,223 1,684,765 39,223 1,723,988 - - - 12,219 12,219 750,000 - - 1,168,344 219,420 - - - 219,420 - - - 599,369 599,369 - - - - - 843 215,538 - - 4,620,686 35,927 914,541 - 16,429,382 215,538 219,420 750,000 4,620,686 35,927 914,541 611,588 18,429,577 $ 215,994 $ 220,131 $ 750,000 $ 4,620,686 $ 77,276 $ 914,541 $ 612,483 $ 21,435,878 101 CITY OF EULESS, TEXAS COMBINING BALANCE SHEET NON -MAJOR GOVERNMENTAL FUNDS - CONTINUED SEPTEMBER 30, 2023 Half -Penny Sales Tax CIP Fund Developers' Contribution Fund Capital Project Funds Street General CIP CIP Fund Fund ASSETS Deposits and investments $ 3,483,550 $ 2,414,234 $ 699,370 $ 5,132,755 Accounts receivable 6,325 7,089 Property taxes receivable - Accrued interest receivable 19,445 736 21,667 Due from other govemments Lease receivable Prepaids and deposits Restricted deposits and investments 6,165,036 7,912,322 Total assets Redevelopment CIP Fund $ 1,125,914 3,502,995 $ 2,414,234 $ 6,871,467 $ 13,073,833 $ 1,125,914 LIABILITIES Accounts payable $ 63,021 $ Conliacts payable Accrued salaries and wages - Unearned revenue 108,023 $ 12,650 $ Total liabilities 63,021 108,023 12,650 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - other Deferred inflows related to leases Total deferred inflows of resources FUND BALANCES Nonspendable Restricted, debt service Restricted, capital projects Restricted, developer agreements Restricted, juvenile case management Restricted, cable PEG fees Restricted, historical preservation Assigned Total find balances Total liabilities, deferred inflows of resources, and find balances 3,439,974 6,165,036 2,306,211 - - $ 9,270 436,426 436,426 7,475,896 693,781 5,161,511 3,439,974 2,306,211 6,858,817 12,637,407 9,270 1,116,644 1,116,644 $ 3,502,995 $ 2,414,234 $ 6,871,467 $ 13,073,833 $ 1,125,914 102 Capital Project Funds TIRZ#4 Car Capital Total Midtown Midtown Rental Project Non -major Reserve CIP CIP Funds Governmental Fund Fund Fund Totals Funds $ 999,725 $ $ 1,368,058 $ 15,223,606 $ 31,907,480 - - 13,414 735,018 - - - - 192,733 - - 41,848 75,278 - - - 2,107,253 - - - - 1,684,765 - - - - 12,219 69,475 14,146,833 14,146,833 $ 999,725 $ 69,475 $ 1,368,058 $ 29,425,701 $ 50,861,579 $ $ - $ 155,026 $ 347,990 $ 1,136,546 - - - 436,426 436,426 - - - - 140,823 - - - - 352,934 999,725 155,026 784,416 2,066,729 39,223 1,684,765 1,723,988 - 12,219 - 999,725 2,168,069 69,475 - 13,710,407 13,710,407 - - 2,306,211 2,306,211 - - - 219,420 - - - 599,369 - - 843 1,213,032 11,624,942 28,054,324 999,725 69,475 1,213,032 28,641,285 47,070,862 $ 999,725 $ 69,475 $ 1,368,058 $ 29,425,701 $ 50,861,579 103 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - NON -MAJOR GOVERNMENTAL FUNDS YEAR ENDED SEPTEMBER 30, 2023 Special Revenue Funds Police Crime Drug Control and Hotel/ Half -Penny Enforce- Prevention Motel Sales Tax ment District Grant Fund Fund Fund Fund Fund Revenues General property tax $ - $ $ $ $ Gross receipts tax 1,829,672 General sales tax - 7,448,650 3,707,530 Investment income 93,038 152,704 21,023 64,455 DEA revenues 35,377 - Intergovernmental - 335,583 Rents and royalties - 84,332 - Other revenues - - - 10,925 - Total revenues 1,922,710 7,685,686 56,400 3,782,910 335,583 Expenditures Culture and recreation 3,383,258 Development services - 225,461 General and administrative 806,474 1,466,054 Highways and streets - - Public safety - 42,126 3,000,787 199,417 Debt service Principal 229,856 Interest and fiscal charges 173,975 Capital outlay 57,362 20,137 13,980 161,285 Total expenditures 806,474 5,535,966 62,263 3,014,767 360,702 Excess (deficiency) of revenues over (under) expenditures 1,116,236 2,149,720 (5,863) Other financing sources (uses) Issuance of subscription debt 14,233 Proceeds from sale of assets - Transfers in - 5,000 24,842 Transfers out (914,568) (4,023,324) - (965,000) - Total other financing sources (uses), net Net change in fund balances Fund balance, beginning of year Fund balance, end of year 768,143 (25,119) (914,568) (4,009,091) 5,000 (965,000) 24,842 201,668 (1,859,371) (863) (196,857) (277) 2,156,362 7,718,179 506,334 2,536,425 277 $ 2,358,030 $ 5,858,808 $ 505,471 $ 2,339,568 $ 104 Special Revenue Funds Police Cable Special Seized Juvenile Glade Parks TIRZ#3 Midtown TIRZ#4 PEG Revenue Asset Case PID Glade Parks PID Midtown Fees Funds Fund Fund Fund Fund Fund Fund Fund Totals $ $ $ $ 1,664,748 $ - $ 877,004 $ $ 2,541,752 - 72,047 1,901,719 - 448,863 - 12,981 - 11,618,024 9,524 8,641 - 186,532 5,625 28,287 569,829 - - - - - 35,377 335,583 - - 84,332 43,667 - - 287,767 - 342,359 9,524 52,308 - 2,300,143 293,392 889,985 100,334 17,428,975 3,383,258 225,461 22,044 - - 12,485 48,564 2,355,621 17,046 - - - - - 3,259,376 229,856 173,975 85,168 337,932 17,046 22,044 - - 12,485 133,732 9,965,479 (7,522) 30,264 - 2,300,143 280,907 889,985 (33,398) 7,463,496 14,233 29,842 (1,138,418) (306,214) (764,199) (8,111,723) (1,138,418) (306,214) (764,199) (8,067,648) (7,522) 30,264 1,161,725 (25,307) 125,786 (33,398) (604,152) 223,060 189,156 750,000 3,458,961 61,234 788,755 644,986 19,033,729 $ 215,538 $ 219,420 $ 750,000 $ 4,620,686 $ 35,927 $ 914,541 $ 611,588 $ 18,429,577 105 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - NON -MAJOR GOVERNMENTAL FUNDS - CONTINUED YEAR ENDED SEPTEMBER 30, 2023 Revenues General property tax Gross receipts tax General sales tax Investment income DEA revenues Intergovernmental Rents and royalties Other revenues Total revenues Capital Project Funds Half -Penny Sales Tax Developers' Street General Redevelopment CIP Contribution CIP CIP CIP Fund Fund Fund Fund Fund 167,950 87,218 319,750 574,089 195,450 46,764 1,488 167,950 88,706 515,200 620,853 73,689 73,689 Expenditures Culture and recreation 112,033 466 Development services - General and administrative - 171,890 Highways and streets - 393,873 Public safety - Debt service Principal Interest and fiscal charges Capital outlay 1,707,863 - 1,497,671 1,666,961 817,335 Total expenditures 1,819,896 466 1,891,544 1,666,961 989,225 Excess (deficiency) of revenues over (under) expenditures (1,651,946) 88,240 (1,376,344) (1,046,108) (915,536) Other financing sources (uses) Issuance of subscription debt - Proceeds from sale of assets 59,295 Transfers in 3,881,920 1,335,275 2,188,474 1,000,000 Transfers out (12,288) Total other financing sources (uses), net 3,881,920 (12,288) 1,335,275 2,188,474 1,059,295 Net change in fund balances 2,229,974 75,952 (41,069) 1,142,366 143,759 Fund balance, beginning of year 1,210,000 2,230,259 6,899,886 11,495,041 972,885 Fund balance, end of year $ 3,439,974 $ 2,306,211 $ 6,858,817 $ 12,637,407 $ 1,116,644 106 Capital Project Funds TIRZ #4 Car Capital Total Midtown Midtown Rental Project Non -major Reserve CIP CIP Funds Governmental Fund Fund Fund Totals Funds $ - $ $ $ - $ 2,541,752 1,901,719 - - 11,618,024 35,176 1,257,872 1,827,701 35,377 - 195,450 531,033 46,764 131,096 - 1,488 343,847 35,176 1,501,574 18,930,549 112,499 3,495,757 225,461 13,970 185,860 2,541,481 393,873 393,873 3,259,376 229,856 173,975 516,647 6,206,477 6,544,409 530,617 6,898,709 16,864,188 (495,441) (5,397,135) 2,066,361 14,233 59,295 59,295 8,405,669 8,435,511 (12,288) (8,124,011) 8,452,676 385,028 (495,441) 3,055,541 2,451,389 999,725 69,475 1,708,473 25,585,744 44,619,473 $ 999,725 $ 69,475 $ 1,213,032 $ 28,641,285 $ 47,070,862 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, 2023 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues Gross receipts tax $ 1,511,272 $ 1,511,272 $ 1,829,672 $ 318,400 Investment income 3,307 3,307 93,038 89,731 Total revenues 1,514,579 1,514,579 1,922,710 408,131 Expenditures General and administrative 815,984 815,984 806,474 9,510 Total expenditures 815,984 815,984 806,474 9,510 Excess of revenues over expenditures 698,595 698,595 1,116,236 417,641 Other financing uses Transfers out (919,428) (919,428) (914,568) 4,860 Total other financing uses (919,428) (919,428) (914,568) 4,860 Net change in fund balance (220,833) (220,833) 201,668 422,501 Fund balance, beginning of year 2,156,362 2,156,362 2,156,362 Fund balance, end of year $ 1,935,529 $ 1,935,529 $ 2,358,030 $ 422,501 108 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, 2023 Revenues General sales tax Investment income Rents and royalties Total revenues Expenditures Culture and recreation Development services General and administrative Debt service Principal Interest and fiscal charges Total expenditures Excess of revenues over expenditures Other fmancing sources (uses) Issuance of subscription debt Transfers out Total other financing sources (uses), net Net change in fund balance Fund balance, beginning of year Fund balance, end of year Budgeted Amounts Original Final $ 6,882,101 12,928 113,845 7,008,874 4,039,731 955,654 1,548,979 225,000 173,976 6,943,340 65,534 (4,092,940) (4,092,940) (4,027,406) 7,718,179 $ 6,882,101 12,928 113,845 7,008,874 4,039,731 955,654 1,548,979 225,000 173,976 6,943,340 65,534 (4,092,940) (4,092,940) (4,027,406) 7,718,179 Actual GAAP Basis $ 7,448,650 152,704 84,332 7,685,686 3,440,620 225,461 1,466,054 229,856 173,975 5,535,966 2,149,720 14,233 (4,023,324) (4,009,091) (1,859,371) 7,718,179 Variance with Final Budget Positive (Negative) $ 566,549 139,776 (29,513) 676,812 599,111 730,193 82,925 (4,856) 1 1,407,374 2,084,186 14,233 69,616 83,849 2,168,035 $ 3,690,773 $ 3,690,773 $ 5,858,808 $ 2,168,035 109 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, 2023 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues Investment income $ 1,336 $ 1,336 $ 21,023 $ 19,687 DEA revenues 30,000 30,000 35,377 5,377 Total revenues 31,336 31,336 56,400 25,064 Expenditures Public safety 220,000 220,000 62,263 157,737 Total expenditures 220,000 220,000 62,263 157,737 Excess (deficiency) of revenues over (under) expenditures (188,664) (188,664) (5,863) 182,801 Other financing sources Transfers in 5,000 5,000 5,000 Total other financing sources 5,000 5,000 5,000 Net change in fund balance (183,664) (183,664) (863) 182,801 Fund balance, beginning of year 506,334 506,334 506,334 - Fund balance, end of year $ 322,670 $ 322,670 $ 505,471 $ 182,801 110 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, 2023 Revenues General sales tax Other revenue Investment income Total revenues Expenditures Public safety Total expenditures Excess of revenues over expenditures Other financing uses Transfers out Total other financing uses Net change in fund balance Fund balance, beginning of year Fund balance, end of year Budgeted Amounts Original Final $ 3,458,813 $ 3,458,813 10,925 10,925 2,178 2,178 3,471,916 3,274,018 3,274,018 197,898 (965,000) (965,000) Actual GAAP Basis Variance with Final Budget Positive (Negative) $ 3,707,530 $ 248,717 10,925 - 64,455 62,277 3,471,916 3,782,910 310,994 3,274,018 3,014,767 259,251 259,251 3,274,018 197,898 (965,000) (965,000) 3,014,767 768,143 (965,000) (965,000) 570,245 (767,102) (767,102) (196,857) 570,245 2,536,425 2,536,425 2,536,425 - $ 1,769,323 $ 1,769,323 $ 2,339,568 $ 570,245 111 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES — BUDGET AND ACTUAL GRANT SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2023 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues Intergovernmental $ 40,988 $ 283,003 $ 335,583 $ 52,580 Total revenues 40,988 283,003 335,583 52,580 Expenditures Public safety 52,918 352,747 360,702 (7,955) Total expenditures 52,918 352,747 360,702 (7,955) Excess (deficiency) of revenues over (under) expenditures (11,930) (69,744) (25,119) 44,625 Other financing sources (uses) Transfers in 11,930 23,493 24,842 1,349 Transfers out (635,925) (635,925) 635,925 Total other financing sources (uses), net (623,995) (612,432) 24,842 637,274 Net change in fund balance (635,925) (682,176) (277) 681,899 Fund balance, beginning of year 277 277 277 - Fund balance, end of year ($ 635,648) ($ 681,899) $ $ 681,899 112 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES — BUDGET AND ACTUAL POLICE SEIZED ASSET SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2023 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues Investment income $ 435 $ 435 $ 9,524 $ 9,089 Total revenues 435 435 9,524 9,089 Expenditures Public safety 49,471 49,471 17,046 32,425 Total expenditures 49,471 49,471 17,046 32,425 Net change in fund balance (49,036) (49,036) (7,522) 41,514 Fund balance, beginning of year 223,060 223,060 223,060 Fund balance, end of year $ 174,024 $ 174,024 $ 215,538 $ 41,514 113 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES — BUDGET AND ACTUAL JUVENILE CASE SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2023 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues Investment income $ 503 $ 503 $ 8,641 $ 8,138 Other revenues 45,528 45,528 43,667 (1,861) Total revenues 46,031 46,031 52,308 6,277 Expenditures General and administrative 42,055 42,055 22,044 20,011 Total expenditures 42,055 42,055 22,044 20,011 Net change in fund balance 3,976 3,976 30,264 26,288 Fund balance, beginning of year 189,156 189,156 189,156 Fund balance, endofyear $ 193,132 $ 193,132 $ 219,420 $ 26,288 114 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES — BUDGET AND ACTUAL TIRZ #3 GLADE PARKS SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2023 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues General property tax $ 1,696,504 $ 1,696,504 $ 1,664,748 $ (31,756) General sales tax 433,321 433,321 448,863 15,542 Investment income 5,151 5,151 186,532 181,381 Total revenues 2,134,976 2,134,976 2,300,143 165,167 Other financing uses Transfers out (1,138,418) (1,138,418) (1,138,418) - Total other financing uses (1,138,418) (1,138,418) (1,138,418) - Net change in fund balance 996,558 996,558 1,161,725 165,167 Fund balance, beginning of year 3,458,961 3,458,961 3,458,961 - Fund balance, end of year $ 4,455,519 $ 4,455,519 $ 4,620,686 $ 165,167 115 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES — BUDGET AND ACTUAL MIDTOWN PID SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2023 Variance with Actual Final Budget Budgeted Amounts GAAP Positive Original Final Basis (Negative) Revenues Other revenues $ 337,464 $ 337,464 $ 287,767 $ (49,697) Investment income 641 641 5,625 4,984 Total revenues 338,105 338,105 293,392 (44,713) Expenditures General and administrative 31,250 31,250 12,485 18,765 Total expenditures 31,250 31,250 12,485 18,765 Excess of revenues over expenditures 306,855 306,855 280,907 (25,948) Other fmancing uses Transfers out (306,214) (306,214) (306,214) - Total other financing uses (306,214) (306,214) (306,214) - Net change in fund balance 641 641 (25,307) (25,948) Fund balance, beginning of year 61,234 61,234 61,234 - Fund balance, end of year $ 61,875 $ 61,875 $ 35,927 $ (25,948) 116 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES — BUDGET AND ACTUAL TIRZ #4 MIDTOWN SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2023 Revenues Property tax revenues General sales tax Total revenues Other financing uses Transfers out Total other financing uses Net change in fund balance Fund balance, beginning of year Fund balance, end of year Budgeted Amounts Original Final $ 914,239 $ 18,809 914,239 $ 18,809 933,048 933,048 (764,199) (764,199) 168,849 788,755 $ 957,604 $ (764,199) (764,199) 168,849 788,755 957,604 $ Actual GAAP Basis Variance with Final Budget Positive (Negative) 877,004 $ (37,235) 12,981 (5,828) 889,985 (43,063) (764,199) (764,199) 125,786 (43,063) 788,755 914,541 $ (43,063) 117 CITY OF EULESS, TEXAS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES — BUDGET AND ACTUAL CABLE PEG FEES SPECIAL REVENUE FUND YEAR ENDED SEPTEMBER 30, 2023 Revenues Gross receipts tax Investment income Total revenues Expenditures General and administrative Capital outlay Total expenditures Net change in fund balance Fund balance, beginning of year Fund balance, end of year Budgeted Amounts Original Final $ 85,000 $ 1,029 86,029 35,600 164,400 200,000 (113,971) 644,986 $ 531,015 $ 85,000 $ 1,029 86,029 35,600 164,400 200,000 (113,971) 644,986 531,015 $ Actual GAAP Basis Variance with Final Budget Positive (Negative) 72,047 $ 28,287 100,334 48,564 85,168 133,732 (33,398) 644,986 611,588 $ 80,573 (12,953) 27,258 14,305 (12,964) 79,232 66,268 80,573 118 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 City on a cost reimbursement basis. Equipment Replacement Fund — to account for the accumulation of funds to be used for replacement of existing equipment. Funding is provided annually by the user departments. Insurance Fund — to account for the revenues and expenses resulting from providing health insurance to the City's employees. Risk Management/Workers' Compensation (Risk/WC) Fund — to account for the revenue and expenses applicable to providing workers' compensation coverage for all City employees, as well as, general liability and property coverage. 119 CITY OF EULESS, TEXAS COMBINING STATEMENT OF NET POSITION INTERNAL SERVICE FUNDS SEPTEMBER 30, 2023 Equipment Replacement Insurance Risk/WC Fund Fund Fund ASSETS Total Current Assets Deposits and investments $ 22,344,556 $ 4,664,256 $ 2,891,339 $ 29,900,151 Accounts receivable - 1,602,546 58,885 1,661,431 Prepaid expenses 1,058,255 - - 1,058,255 Accrued interest receivable 190,672 53,401 9,125 253,198 Restricted deposits and investments 311,136 - - 311,136 Total current assets 23,904,619 6,320,203 2,959,349 33,184,171 Non -current Assets Property, plant, and equipment, at cost Equipment 18,630,016 - 113,813 18,743,829 Less accumulated depreciation 11,667,449 - 59,911 11,727,360 Net property, plant, and equipment 6,962,567 - 53,902 7,016,469 Total assets 30,867,186 6,320,203 3,013,251 40,200,640 LIABILITIES Current Liabilities Accounts payable 5,032 59,152 277,286 341,470 Accrued salary and wages - 3,264 5,539 8,803 Current portion of compensated absences - 145 222 367 Accrued insurance claims - 986,000 - 986,000 Total current liabilities 5,032 1,048,561 283,047 1,336,640 Non -current Liabilities Compensated absences - 1,306 1,997 3,303 Total non -current liabilities - 1,306 1,997 3,303 Total liabilities 5,032 1,049,867 285,044 1,339,943 NET POSITION Net investment in capital assets 6,962,567 - 53,902 7,016,469 Unrestricted 23,899,587 5,270,336 2,674,305 31,844,228 Total net position $ 30,862,154 $ 5,270,336 $ 2,728,207 $ 38,860,697 120 CITY OF EULESS, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2023 Equipment Replacement Insurance Risk/WC Fund Fund Fund Total Operating revenues Insurance premiums $ - $ 6,812,237 $ 516,781 $ 7,329,018 Service fees and miscellaneous 8,414,493 1,191,270 - 9,605,763 Total operating revenues 8,414,493 8,003,507 516,781 16,934,781 Operating expenses General and administrative 453,677 2,107,173 107,347 2,668,197 Insurance costs 6,733,757 975,024 7,708,781 Depreciation 1,757,321 15,629 1,772,950 Total operating expenses 2,210,998 8,840,930 1,098,000 12,149,928 Operating income (loss) 6,203,495 (837,423) (581,219) 4,784,853 Nonoperating revenues Gain (loss) on sale of capital assets 62,020 (1,665) 60,355 Investment income 720,510 190,654 94,711 1,005,875 Total nonoperating revenues 782,530 190,654 93,046 1,066,230 Income (loss) before transfers 6,986,025 (646,769) (488,173) 5,851,083 Transfers Transfers in 772,481 - 900,000 1,672,481 Total transfers 772,481 - 900,000 1,672,481 Change in net position 7,758,506 (646,769) 411,827 7,523,564 Net position, beginning of year 23,103,648 5,917,105 2,316,380 31,337,133 Net position, end of year $ 30,862,154 $ 5,270,336 $ 2,728,207 $ 38,860,697 121 CITY OF EULESS, TEXAS COMBINING STATEMENT OF CASH FLOWS INTERNAL SERVICE FUNDS YEAR ENDED SEPTEMBER 30, 2023 OPERATING ACTIVITIES Cash received from customers Cash payments to suppliers for goods and services Cash payments to employees for services Net cash provided by (used in) operating activities NONCAPITAL FINANCING ACTIVITIES Transfers in Net cash provided by noncapital financing activities CAPITAL AND RELATED FINANCING ACTIVITIES Acquisition/construction of capital assets Proceeds from sale of capital assets Net cash used in capital and related financing activities INVESTING ACTIVITIES 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 Reconciliation of operating income (loss) to net cash provided by (used in) operating activities Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities Depreciation expense Changes in assets and liabilities Receivables Prepaids Accounts payable Accrued salaries and wages Accrued insurance claim Net cash provided by (used in) operating activities Reconciliation of cash to balance sheet: Cash - current Cash - restricted Cash and cash equivalents Equipment Replacement Fund Insurance Fund Risk/WC Fund Total $ 8,414,493 $ 6,804,909 $ 516,781 $ 15,736,183 (597,538) (8,152,855) (1,074,472) (9,824,865) (86,134) (77,207) (163,341) 7,816,955 772,481 772,481 (2,725,194) 99,904 (2,625,290) 576,389 576,389 6,540,535 16,115,157 $ 22,655,692 (1,434,080) (634,898) 5,747,977 900,000 1,672,481 900,000 1,672,481 141,790 85,586 141,790 85,586 (1,292,290) 350,688 5,956,546 2,540,651 $ 4,664,256 $ 2,891,339 (2,725,194) 99,904 (2,625,290) 803,765 803,765 5,598,933 24,612,354 $ 30,211,287 $ 6,203,495 $ (837,423) $ (581,219) $ 4,784,853 1,757,321 15,629 1,772,950 (1,198,598) (1,198,598) (99,511) - - (99,511) (44,350) 35,352 (69,152) (78,150) 540 (156) 384 566,049 566,049 $ 7,816,955 $ (1,434,080) $ (634,898) $ 5,747,977 $ 22,344,556 $ 4,664,256 $ 2,891,339 $ 29,900,151 311,136 - - 311,136 $ 22,655,692 $ 4,664,256 $ 2,891,339 $ 30,211,287 122 STATISTICAL SECTION (Unaudited) STATISTICAL SECTION (Unaudited) The statistical section of the City of Euless' annual comprehensive financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the City's overall financial health. Contents Tables Financial Trends The financial trend schedules contain trend information to help the reader understand how the City's financial performance and well-being have changed over time. Revenue Capacity The revenue capacity schedules contain information to help the reader assess the City's most significant local revenue source, the property tax. Debt Capacity The debt capacity schedules present information to help the reader assess the affordability of the City's current level of outstanding debt (including that of its blended component units) and the City's ability to issue additional debt in the future. Demographic and Economic Information The demographic and economic schedules offer demographic and economic indicators to help the reader understand the environment within which the City's financial activities occur. Operating Information The operating information schedules contain service and infrastructure data to help the reader understand how the information in the City's financial report relates to the services it provides and the activities it performs. l-4 5-8 9-12 13-14 15-17 124 Governmental activities Net investment in capital assets Restricted Unrestricted Total governmental activities net position Business -type activities Net investment in capital assets Restricted for debt service Restricted for capital projects Restricted for impact fees Unrestricted Total business -type activities net position Primary goveirnnent Net investment in capital assets Restricted Unrestricted Total primary govercu.ent net position CITY OF EULESS, TEXAS NET POSITION BY COMPONENT — LAST TEN FISCAL YEARS (Accrual Basis of Accounting — Unaudited) 2014 2015 2016 $ 94,162,906 $ 99,539,958 $ 108,135,655 $ 4,999,085 5,666,450 17,508,943 23,921,387 17,302,574 3,610,521 $ 123,083,378 $ 122,508,982 $ 129,255,119 $ $ 55,160,900 $ 55,396,268 $ 59,184,256 $ 317,758 733,562 733,164 232,300 1,183,350 4,265,268 1,876,393 1,966,315 1,980,150 15,047,592 12,554,695 11,122,601 $ 72,634,943 $ 71,834,190 $ 77,285,439 $ $ 149,323,806 $ 154,936,226 $ 167,319,911 7,425,536 9,549,677 24,487,525 38,968,979 29,857,269 14,733,122 $ 195,718,321 $ 194,343,172 $ 206,540,558 Source: Annual Comprehensive Financial Reports Fiscal Year 2017 2018 113,509,089 $ 112,710,338 10,293,057 13,620,993 12,466,943 10,698,663 136,269,089 $ 137,029,994 62,421,284 $ 63,283,054 733,264 1,018,037 1,166,442 3,962,644 2,467,095 2,895,677 14,528,797 12,286,319 81,316,882 $ 83,445,731 $ 175,930,373 $ 14,659,858 26,995,740 $ 217,585,971 $ 125 Table 1 2019 2020 2021 2022 2023 $ 99,744,023 26,158,342 18,071,669 $ 143,974,034 $ 65,621,697 1,426,830 10,646,450 3,047,942 7,130,279 $ 87,873,198 175,993,392 $ 165,365,720 21,497,351 41,279,564 22,984,982 25,201,948 220,475,725 $ 231,847,232 $ 104,018,729 $ 130,459,839 $ 123,862,163 $ 130,728,192 30,103,225 7,441,090 7,579,559 8,185,722 25,147,659 37,117,415 60,034,944 70,572,250 $ 159,269,613 $ 175,018,344 $ 191,476,666 $ 209,486,164 66,554,698 $ 64,950,870 $ 73,306,877 $ 72,764,199 1,425,701 1,426,103 1,348,929 1,348,271 4,256,167 - - - 3,010,687 3,247,897 3,234,445 3,310,647 14,728,131 23,441,214 26,895,689 29,510,603 89,975,384 $ 93,066,084 $ 104,785,940 $ 106,933,720 $ 170,573,427 $ 195,410,709 $ 197,169,040 $ 203,492,391 38,795,780 12,115,090 12,162,933 12,844,640 39,875,790 60,558,629 86,930,633 100,082,853 $ 249,244,997 $ 268,084,428 $ 296,262,606 $ 316,419,884 CITY OF EULESS, TEXAS CHANGES IN NET POSITION - LAST TEN FISCAL YEARS (Accrual Basis of Accounting - Unaudited) Table 2 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Expenses Governmental activities: Culture and recreation $ 6,424,683 $ 6,468,332 $ 6,998,904 $ 7,349,035 $ 7,070,484 $ 7,330,168 $ 5,538,905 $ 6,890,021 $ 7,714,207 $ 8,016,590 Development services 1,367,005 877,713 918,214 999,153 1,038,328 1,057,414 1,062,784 903,633 934,100 1,304,416 General and administrative 18,017,535 19,949,733 20,722,236 20,816,148 21,356,342 21,112,696 20,827,914 20,604,298 24,293,764 31,849,368 Highways and streets 3,578,341 3,374,422 3,708,184 4,143,412 3,787,336 7,193,189 3,601,998 3,905,567 4,015,628 4,591,037 Public safety 24,278,144 23,807,143 26,673,966 28,265,072 27,424,253 30,352,705 27,354,689 27,489,405 27,379,929 33,625,098 Interest on long-term debt 1,126,017 1,136,786 1,807,001 1,502,912 1,632,302 2,010,814 2,560,933 2,507,261 2,417,173 2,414,153 Total governmental activities expenses 54,791,725 55,614,129 60,828,505 63,075,732 62,309,045 69,056,986 60,947,223 62,300,185 66,754,801 81,800,662 Business -type activities: Water and wastewater 20,298,024 19,970,346 21,009,701 21,673,844 23,225,786 23,493,321 25,333,182 24,823,460 26,754,590 29,142,646 Drainage utility 1,373,036 1,319,999 1,414,483 1,396,736 1,515,183 1,563,021 1,502,275 1,571,836 1,517,199 1,746,667 Golf 4,152,015 4,155,834 4,409,773 4,632,475 4,764,095 4,731,810 3,997,255 4,201,337 4,703,615 5,330,321 Other recreation enterprises 2,288,337 2,009,582 2,211,065 2,321,414 2,416,337 2,270,768 1,491,533 1,568,441 2,024,308 2,025,933 Total business -type activities expenses 28,111,412 27,455,761 29,045,022 30,024,469 31,921,401 32,058,920 32,324,245 32,165,074 34,999,712 38,245,567 Total primary govemment expenses 82,903,137 83,069,890 89,873,527 93,100,201 94,230,446 101,115,906 93,271,468 94,465,259 101,754,513 120,046,229 Program Revenues Governmental activities: Fees, fines, and charges for services Culture and recreation 304,283 317,024 291,349 264,307 252,000 266,091 10,124 $ 295,097 $ 319,544 $ 293,667 Development services 1,321,040 1,409,703 1,717,416 2,019,496 1,875,120 2,133,420 1,697,637 1,578,146 1,149,319 1,144,743 General and administrative 1,347,600 1,342,091 1,285,797 1,156,745 1,066,075 861,929 1,067,485 687,136 787,552 62,769 Highways and streets 218,012 93,258 350,920 607,588 988,302 1,114,507 1,075,865 982,070 717,124 287,767 Public safety 3,567,917 3,452,086 3,383,743 3,151,407 3,104,895 2,541,205 2,288,377 2,325,458 3,200,585 5,015,159 Operating grants and contributions 633,080 597,437 578,007 592,870 740,969 622,061 3,594,939 810,821 1,054,703 1,163,344 Capital grants and contributions 1,552,118 3,228,945 3,375,733 2,356,556 2,354,450 1,304,420 2,190,770 396,317 550,799 530,101 Total govemmental activities program revenues 8,944,050 10,440,544 10,982,965 10,148,969 10,381,811 8,843,633 11,925,197 7,075,045 7,779,626 8,497,550 Business -type activities: Charges for services Water and wastewater 19,353,144 20,593,262 23,759,236 24,178,812 27,504,814 26,400,731 26,934,154 28,571,921 29,412,986 30,852,319 Drainage utility 712,971 716,595 725,152 730,202 818,622 826,711 833,890 842,003 1,193,159 958,637 Golf 3,622,952 4,168,578 4,187,728 4,247,345 4,337,003 4,067,026 3,363,915 4,350,610 5,131,494 5,159,600 Other recreation enterprises 2,241,920 1,848,434 2,059,413 2,168,944 2,123,825 2,197,926 884,286 1,433,139 1,905,434 2,001,970 Operating grants and contributions - - - - - - - - - Capital grants and contribution 2,037,263 1,746,638 2,943,188 2,280,769 1,729,219 3,058,291 2,677,913 1,002,393 1,254,532 1,018,715 Total business -type activities program revenues 27,968,250 29,073,507 33,674,717 33,606,072 36,513,483 36,550,685 34,694,158 36,200,066 38,897,605 39,991,241 Total primary government program revenues 36,912,300 39,514,051 44,657,682 43,755,041 46,895,294 45,394,318 46,619,355 43,275,111 46,677,231 48,488,791 (Continued) (Continued) (Continued) (Continued) (Continued) (Continued) (Continued) (Continued) (Continued) (Continued) 126 Net (Expense) Revenue Governmental activities Business -type activities Total primary govei,ntrnt net expense CITY OF EULESS, TEXAS CHANGES IN NET POSITION - LAST TEN FISCAL YEARS (Accrual Basis of Accounting - Unaudited) - Continued Table 2 $ (45,847,675) $ (45,173,585) $ (49,845,540) $ (52,926,763) $ (51,927,234) $ (60,213,353) $ (49,022,026) $ (55,225,140) $ (58,975,175) $ (73,303,112) (143,162) 1,617,746 4,629,695 3,581,603 4,592,082 4,491,765 2,369,913 4,034,992 3,897,893 1,745,674 (45,990,837) (43,555,839) (45,215,845) (49,345,160) (47,335,152) (55,721,588) (46,652,113) (51,190,148) (55,077,282) (71,557,438) General Revenues and Other Changes in Net Position Governmental activities: Taxes Property taxes, levied for general purposes 13,488,816 14,358,074 14,752,044 16,656,028 18,630,301 20,428,821 22,837,075 24,195,500 24,974,349 27,569,306 Sales taxes 17,525,123 18,359,717 20,364,878 21,252,491 20,728,210 21,419,831 22,088,364 24,373,082 28,693,421 29,778,805 Car rental taxes 14,082,518 14,112,552 14,842,109 14,401,763 14,776,566 14,797,320 10,042,659 13,062,591 18,372,898 18,709,978 Mixed beverage taxes 69,160 84,533 101,503 128,250 154,035 138,219 146,188 171,687 201,348 215,340 Hotelnnteloccupancy taxes 343,312 391,991 696,805 798,905 864,829 841,588 924,551 1,182,845 1,736,088 1,829,672 Gross receipts taxes 4,458,682 4,556,355 4,467,535 4,455,137 4,811,119 4,549,026 4,238,664 4,221,250 4,478,146 4,633,488 Investment income 70,374 127,367 271,786 451,406 963,670 1,882,696 1,054,661 123,646 804,074 5,180,191 Rents and royalties 1,390,283 1,166,832 1,105,829 1,149,534 1,223,788 1,348,465 1,462,429 1,574,739 1,567,269 1,345,885 Gain on sale of assets 84,664 - - 124,792 - - - - - - Miscellaneous 48,773 35,128 692,939 755,996 772,773 930,764 971,040 1,081,893 1,304,396 1,354,694 Transfers 531,974 722,702 (703,751) (233,569) 760,590 820,663 551,974 986,638 (6,698,492) 695,251 Total governmental activities 52,093,679 53,915,251 56,591,677 59,940,733 63,685,881 67,157,393 64,317,605 70,973,871 75,433,497 91,312,610 Business -type activities: Investment income 34,063 40,282 104,618 158,805 385,513 746,865 368,999 42,346 174,403 1,097,357 Gain on disposal of assets 4,199 13,185 57,466 2,873 9,500 (84,752) Miscellaneous - - - - - 949,068 Transfers (531,974) (722,702) 703,751 233,569 (760,590) (820,663) (551,974) (986,638) 6,698,492 (695,251) Total business -type activities (497,911) (678,221) 821,554 449,840 (372,204) (64,298) (267,727) (944,292) 7,821,963 402,106 Total primary government 51,595,768 53,237,030 57,413,231 60,390,573 63,313,677 67,093,095 64,049,878 70,029,579 83,255,460 91,714,716 Change in Net Position Governmental activities 6,246,004 8,741,666 6,746,137 7,013,970 11,758,647 6,944,040 15,295,579 15,748,731 16,458,322 18,009,498 Business -type activities (641,073) 939,525 5,451,249 4,031,443 4,219,878 4,427,467 2,102,186 3,090,700 11,719,856 2,147,780 Total primary goverment $ 5,604,931 $ 9,681,191 $ 12,197,386 $ 11,045,413 $ 15,978,525 $ 11,371,507 $ 17,397,765 $ 18,839,431 $ 28,178,178 $ 20,157,278 (concluded) (concluded) (concluded) (concluded) (concluded) (concluded) (concluded) (concluded) (concluded) (concluded) Source: Annual Comprehensive Financial Reports 127 CITY OF EULESS, TEXAS FUND BALANCES, GOVERNMENTAL FUNDS - LAST TEN FISCAL YEARS (Modified Accrual Basis of Accounting - Unaudited) Table 3 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 General Fund Nonspendable $ 48,072 $ 47,834 $ 35,250 $ 52,050 $ 51,409 $ 74,835 $ 158,975 $ 223,609 $ 113,090 $ 257,194 Restricted 120,093 109,618 121,041 104,340 125,753 132,954 123,748 117,674 108,919 111,942 Assigned 121,334 116,336 113,655 107,657 121,708 135,720 145,057 164,801 187,649 203,295 Unreserved/Unassigned 10,560,958 10,775,542 11,973,524 13,185,421 14,255,823 16,630,106 19,790,726 20,240,670 24,896,247 23,803,270 Total general fund $ 10,850,457 $ 11,049,330 $ 12,243,470 $ 13,449,468 $ 14,554,693 $ 16,973,615 $ 20,218,506 $ 20,746,754 $ 25,305,905 $ 24,375,701 All Other Governmental Funds Nonspendable $ 34,704 $ 15,399 $ 7,738 $ 22,028 $ 12,427 $ $ 24,873 $ 1,086 $ 15,655 $ 12,219 Restricted for: Debt service 2,377,710 2,477,981 1,995,548 2,285,719 2,765,013 3,429,240 3,828,633 4,316,041 4,405,396 4,884,252 Capital projects 398,756 594,211 12,715,424 4,985,922 7,501,009 19,287,010 22,369,460 18,996,535 15,184,734 36,154,995 Other 2,089,735 2,455,941 2,718,045 2,952,158 3,229,218 3,309,138 3,081,384 3,007,375 3,065,244 3,125,843 Assigned 12,692,185 13,765,385 12,541,184 14,730,171 21,356,289 19,461,628 17,221,925 22,761,358 32,889,510 41,397,028 Total all other goveuan ntal fiords $ 17,593,090 $ 19,308,917 $ 29,977,939 $ 24,975,998 $ 34,863,956 $ 45,487,016 $ 46,526,275 $ 49,082,395 $ 55,560,539 $ 85,574,337 Source: Annual Comprehensive Financial Reports 128 CITY OF EULESS, TEXAS CHANGES IN FUND BALANCES, GOVERNMENTAL FUNDS LAST TEN FISCAL YEARS (Modified Accrual Basis of Accounting - Unaudited) 2014 2015 Revenues: General property tax $ 13,468,394 $ 14,351,598 Gross receipts tax 4,871,154 5,032,879 General sales tax 17,525,123 18,359,717 Car rental tax 14,082,518 14,112,552 Fines and fees 4,646,390 4,289,681 Licenses and permits 1,286,753 1,379,332 Investment income 57,880 105,443 DEA revenues 15,316 39,292 Intergovernmental 461,484 906,695 Rents and royalties 1,390,283 637,196 Other revenues 1,210,086 1,795,395 Total Revenues 59,015,381 61,009,780 Expenditures: Culture and recreation 5,558,463 5,704,520 Development services 1,017,903 882,212 General and administrative 17,711,441 18,357,428 Highways and streets 1,351,404 1,606,372 Public safety 23,121,457 23,521,280 Debt Service: Principal 5,567,404 4,284,197 Interest and fiscal charges 1,148,069 1,243,589 Issuance costs - Capital outlay 2,672,010 9,086,345 Total expenditures 58,148,151 64,685,943 Excess (deficiency) of revenues over (under) expenditures 867,230 (3,676,163) Other Financing Sources (Uses): Issuance oflease Issuance of subscription debt Issuance of debt Payment of escrow for refunding Premiums on issuance of debt Proceeds from sale of assets Transfers in Transfers out Total other financing sources 4,366,649 (4,209,345) 157,304 Net change in fired balances $ 1,024,534 $ Debt service as a percentage of noncapital expenditures Source: Annual Comprehensive Financial Reports 11,400,000 (6,074,450) 789,428 5,897,789 (6,421,904) 5,590,863 1,914,700 2016 2017 2018 2019 2020 2021 2022 2023 $ 14,771,632 5,265,843 20,364,878 14,842,109 4,461,439 1,682,431 237,949 18,274 507,966 612,365 1,943,007 64,707,893 Table 4 $ 16,674,673 $ 18,652,639 $ 20,408,581 $ 22,736,528 $ 24,144,693 $ 25,236,242 $ 27,594,201 5,382,292 5,829,983 5,528,832 5,309,401 5,575,782 6,415,583 6,678,500 21,252,491 20,728,209 21,419,831 22,088,364 24,373,083 28,693,421 29,778,805 14,401,763 14,776,566 14,797,320 10,042,659 13,062,591 18,372, 898 18,709,978 3,961,369 3,806,964 3,313,059 2,835,050 2,702,221 3,652,725 3,521,246 1,997,082 1,847,315 2,105,716 1,673,143 1,552,088 1,127,642 1,117,424 385,769 821,642 1,623,907 869,827 103,170 711,952 4,174,317 9,994 2,656 18,353 13,678 117,144 42,175 35,377 1,490,142 813,633 629,332 3,738,184 793,091 1,039,952 3,107,263 628,486 668,036 635,553 635,464 711,814 620,575 577,890 1,996,374 2,217,797 2,362,730 2,387,958 2,125,528 2,574,468 1,589,138 68,180,435 70,165,440 72,843,214 72,330,256 75,261,205 88,487,633 96,884,139 6,023,057 6,324,436 6,372,535 6,258,492 6,785,529 6,120,370 7,335,273 7,241,266 862,571 931,119 1,036,278 1,001,587 1,065,028 924,919 993,827 1,187,377 18,975,116 18,985,489 19,790,021 19,038,500 18,727,050 19,881,563 22,755,689 28,851,315 1,688,714 1,616,714 1,222,905 4,555,735 1,322,786 1,180,954 1,528,043 1,949,997 24,698,550 26,068,993 26,977,362 27,738,238 28,322,488 28,534,814 30,662,083 32,871,946 3,530,000 3,848,825 4,761,697 4,828,848 4,605,000 4,635,000 4,631,897 6,036,322 1,743,450 1,516,936 1,662,399 1,943,495 2,627,550 2,462,387 2,432,243 2,565,221 14,871,624 10,600,631 6,839,864 8,979,048 16,839,574 14,879,407 15,714,436 9,220,011 72,393,082 69,893,143 68,663,061 74,343,943 80,295,005 78,619,414 86,053,491 89,923,455 (7,685,189) (1,712,708) 1,502,379 (1,500,729) (7,964,749) (3,358,209) 2,434,142 6,960,684 249,370 259,697 - - - - - - 337,794 20,760,000 9,805,000 13,420,000 12,345,000 6,985,000 7,660,000 20,620,000 403,354 264,116 869,936 524,348 401,414 1,630,433 - - 23,513 25,625 118,830 20,525 199,400 61,913 7,468,038 8,845,061 13,942,847 11,040,601 10,122,378 8,193,943 11,857,126 13,373,428 (9,083,041) (11,177,666) (14,544,672) (10,813,451) (10,861,657) (9,158,305) (11,373,070) (13,900,658) 19,548,351 (2,083,235) 9,490,804 14,542,711 12,248,899 6,442,577 8,603,153 22,122,910 $ 11,863,162 $ (3,795,943) 12.1% 9.9% 9.2% 9.0% 129 $ 10,993,183 $ 13,041,982 $ 4,284,150 $ 3,084,368 $ 11,037,295 $ 29,083,594 10.4% 10.4% 11.4% 10.0% 10.7% CITY OF EULESS, TEXAS ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY — LAST TEN FISCAL YEARS (Unaudited) Estimated Value Total Less: Direct Fiscal Real Personal Total Tax -Exempt Total Taxable Tax Year Property Property Value Property Value Rate 2014 2,759,268,619 461,065,240 3,220,333,859 356,283,956 2,864,049,903 0.470000 2015 2,920,206,326 509,189,960 3,429,396,286 369,393,032 3,060,003,254 0.467500 2016 3,352,029,682 513,118,652 3,865,148,334 410,557,810 3,454,590,524 0.467500 2017 3,470,371,005 531,751,946 4,002,122,951 450,853,105 3,551,269,846 0.462500 2018 3,922,338,493 564,286,167 4,486,624,660 492,318,425 3,994,306,235 0.462500 2019 4,353,413,236 576,907,417 4,930,320,653 549,709,999 4,380,610,654 0.462500 2020 4,877,396,769 628,387,146 5,505,783,915 599,654,547 4,906,129,368 0.462500 2021 5,160,656,914 666,521,372 5,827,178,286 631,904,229 5,195,274,057 0.462500 2022 5,445,666,114 637,973,264 6,083,639,378 768,537,626 5,315,101,752 0.475000 2023 6,024,406,774 734,267,287 6,758,674,061 810,917,542 5,947,756,519 0.460000 Source: Tarrant Appraisal District 130 Table 5 CITY OF EULESS, TEXAS DIRECT AND OVERLAPPING PROPERTY TAX RATES (per $100 of Assessed Value) - LAST TEN FISCAL YEARS (Unaudited) Table 6 City Direct Rates Overlapping Rates General Fiscal Operating / Obligation Debt Hurst -Euless- Grapevine- Tarrant County Tarrant County Year General Rate Service Total Direct Rate Bedford ISD Colleyville ISD Tarrant County Hospital District College District 2014 0.360619 0.109381 0.470000 1.3875 1.3201 0.2640 0.2279 0.1495 2015 0.364505 0.102995 0.467500 1.3750 1.3201 0.2640 0.2279 0.1495 2016 0.366571 0.100929 0.467500 1.3500 1.3201 0.2640 0.2279 0.1495 2017 0.363053 0.099447 0.462500 1.3160 1.3967 0.2540 0.2279 0.1447 2018 0.361056 0.101444 0.462500 1.2630 1.3967 0.2440 0.2244 0.1401 2019 0.371710 0.090790 0.462500 1.2730 1.3967 0.2340 0.2244 0.1361 2020 0.377974 0.084526 0.462500 1.2200 1.3267 0.2340 0.2244 0.1302 2021 0.381954 0.080546 0.462500 1.1980 1.3031 0.2340 0.0819 0.1302 2022 0.402888 0.072112 0.475000 1.1608 1.2751 0.2290 0.2244 0.1302 2023 0.370847 0.089153 0.460000 1.1098 1.1308 0.2240 0.2244 0.1302 Sources: City of Euless Budget Office, Tarrant Appraisal District 131 Fiscal Year 2023 Taxpayer Brazos TX Partners LLC/Stoneleigh at Bear Creek Apt. Westdale Hills 2013 LP Star Monticello LLC/Star Kensington LLC Creekwood Trinity Union LLC BVA Glade SPE LLC CH Realty 1X-Knightvest MF Mandolin Owner LP Oakmont of Bear Creek LLP/Parkside on the Creek LLC Avis Budget Car Rental LLC CMF 15 Portfolio LLC Bedrock Holdings II (Dallas) LLC CITY OF EULESS, TEXAS PRINCIPAL PROPERTY TAXPAYERS Current Year and Nine Years Ago (Unaudited) Taxable Assessed Value Percentage of Total City Taxable Assessed Value (1) Taxpayer $ 197,400,000 3.32 123,287,043 2.07 119,400,000 2.01 94,200,000 1.58 93,667,067 1.57 92,150,000 1.55 91,300,000 1.54 89,786,968 1.51 78,900,000 1.33 77,400,000 1.30 Total $ 1,057,491,078 Source: Tarrant County Tax Office % EAN Holdings, LLC UDR The Mandolin LLC Stoneleigh at Bear Creek Avis Rent A Car System LLC Somerset Village Partners LP AP WP Seramont Reit LLC AP WP Vineyard Reit LLC CMF 15 Portfolio LLC Oncor Electric Delivery Co. LLC The Hertz Corp. 17.78 % Total Notes: (1) Total Taxable Value including real and personal property for tax year 2022 (fiscal year 2023) is $5,947,756,519. (2) Total Taxable Value including real and personal property for tax year 2013 (fiscal year 2014) is $2,864,049,903. 132 Fiscal Year 2014 Taxable Assessed Value Table 7 Percentage of Total City Taxable Assessed Value (2) $ 58,256,170 2.03 % 53,670,000 1.87 46,900,000 1.64 46,362,017 1.62 41,093,060 1.43 38,600,000 1.35 37,800,000 1.32 36,900,000 1.29 36,733,528 1.28 33,287,400 1.16 $ 429,602,175 14.99 % CITY OF EULESS, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS — LAST TEN FISCAL YEARS (Unaudited) Table 8 Collected within the Taxes Levied Adjustments Adjusted Fiscal Year of the Levy Total Collection Delinquent Taxes Within the to Levy in Taxes Levied Collections Fiscal Fiscal Year Subsequent for the Percentage in Subsequent Percentage Percentage Year of the Levy Years Fiscal Year Amount of Levy Years Amount of Levy Amount of Levy 2014 13,426,248 (70,742) 13,355,506 13,303,694 99.61% 36,670 13,340,364 99.89% 15,142 0.11% 2015 14,245,865 (194,614) 14,051,251 14,049,020 99.98% (10,595) 14,038,425 99.91% 12,826 0.09% 2016 13,671,980 870,932 14,542,912 14,481,033 99.57% 46,441 14,527,474 99.89% 15,438 0.11% 2017 15,828,162 378,267 16,206,429 16,191,555 99.91% (428) 16,191,127 99.91% 15,302 0.09% 2018 18,199,497 (42,876) 18,156,621 18,131,429 99.86% 9,641 18,141,070 99.91% 15,551 0.09% 2019 19,850,820 (60,221) 19,790,599 19,769,021 99.89% (1,613) 19,767,408 99.88% 23,191 0.12% 2020 22,134,132 (98,826) 22,035,306 21,970,578 99.71% 24,154 21,994,732 99.82% 40,574 0.18% 2021 23,340,538 (127,856) 23,212,682 23,180,576 99.86% (8,804) 23,171,772 99.82% 40,910 0.18% 2022 24,283,254 (100,934) 24,182,320 24,176,819 99.98% (39,094) 24,137,725 99.82% 44,595 0.18% 2023 26,481,396 26,481,396 26,384,135 99.63% 26,384,135 99.63% 97,261 0.37% Source: Tarrant County Tax Office and Tarrant Appraisal District 133 General Certificates Sales Tax Fiscal Obligation of Tax Revenue Year Bonds Obligation Notes Bonds 2014 $ 24,070,000 $ 2,780,000 $ $ 1,175,000 2015 20,655,000 8,365,000 285,000 2016 17,425,000 27,710,000 1,280,000 120,000 2017 14,490,000 27,350,000 860,000 75,000 2018 11,460,000 35,660,000 735,000 40,000 2019 8,805,000 46,200,000 1,565,000 2020 6,040,000 51,710,000 1,110,000 5,450,000 2021 4,115,000 54,930,000 2,370,000 5,245,000 2022 3,010,000 52,560,000 9,155,000 5,025,000 2023 1,870,000 70,675,000 7,165,000 4,800,000 CITY OF EULESS, TEXAS RATIO OF OUTSTANDING DEBT BY TYPE — LAST TEN FISCAL YEARS (Unaudited) Govemmental Activities Business -Type Activities Premiums/ Discounts General on Debt Issues W&S Obligation and Losses on Revenue Refimding Leases Subscriptions Refimdumgs (1) Bonds Bonds Leases (3) Table 9 Premiums/ Discounts on Debt Issues Total and Losses on Primary Subscriptions Refund ngs (1) Government $ 94,196 $ $ 622,367 $ 4,285,000 $ 6,915,000 $ $ - $ 237,146 $ 40,178,709 994,148 10,940,000 6,320,000 211,601 47,770,749 - 1,497,876 10,305,000 5,695,000 186,063 64,218,939 160,545 - 1,099,640 9,540,000 5,240,000 - - 168,446 58,983,631 83,848 1,211,502 11,545,000 4,770,000 150,830 65,656,180 - 1,887,637 19,905,000 4,295,000 133,213 82,790,850 2,195,218 18,725,000 3,805,000 115,597 89,150,815 - (3) 2,432,587 17,780,000 3,295,000 - 97,984 90,265,571 197,802 - 2,244,842 16,835,000 2,775,000 203,458 80,364 92,086,466 135,695 223,580 3,687,533 15,875,000 2,245,000 148,620 9,377 62,749 106,897,554 Note: Details regarding the Citys outstanding debt can be found in the notes to the Financial Statements. (1) Column added to table in 2016; prior year figures have been restated to include amounts reflected. (2) See Table 13 for personal income and population data. (3) Figure updated in FY2022. 134 CITY OF EULESS, TEXAS RATIO OF NET GENERAL BONDED DEBT TO TAXABLE ASSESSED VALUE AND NET BONDED DEBT PER CAPITA — LAST TEN FISCAL YEARS (Unaudited) Table 10 General Bonded Debt Outstanding Premiums/ Discounts Restated (5) General Certificates on Debt Issues Less: Debt Net O/S Net Debt Net General Fiscal Obligation of and Losses on Service Debt Estimated Taxable to Taxable Debt Per Year Bonds Obligation Refimdings (1) Reserves Total (6) Population (2) Value (3) Value Capita 2014 30,985,000 2,780,000 883,948 796,454 33,852,494 53,780 2,864,049,903 1.18% $ 629 2015 (4) 26,975,000 8,365,000 1,228,901 813,841 35,755,060 54,050 3,060,003,254 1.17% $ 662 2016 23,120,000 27,710,000 1,446,619 1,056,021 51,220,598 54,250 3,454,590,524 1.48% $ 944 2017 19,730,000 27,350,000 1,288,664 1,398,495 46,970,169 54,870 3,551,269,846 1.32% $ 856 2018 16,230,000 35,660,000 1,381,631 1,914,141 51,357,490 55,170 3,994,306,235 1.29% $ 931 2019 13,100,000 46,200,000 2,038,856 2,415,379 58,923,477 56,160 4,380,610,654 1.35% $ 1,049 2020 9,845,000 51,710,000 2,066,094 2,676,299 60,944,795 57,550 4,906,129,368 1.24% $ 1,059 2021 7,410,000 54,930,000 2,546,006 3,154,199 61,731,807 58,260 5,195,274,057 1.19% $ 1,060 2022 5,785,000 52,560,000 2,105,638 2,242,815 58,207,823 61,480 5,315,101,752 1.10% $ 946 2023 4,115,000 70,675,000 3,543,290 2,716,183 75,617,107 61,544 5,947,756,519 1.27% $ 1,229 Note: Details regarding the City's outstanding debt can be found in the Notes to the Financial Statements. Total does not include revenue bonds. Source: (1) Column added to table in 2016, prior years restated to include amounts shown. (2) Estimates by North Central Texas Council of Governments and Euless Planning and Development Department (3) Tarrant Appraisal District (4) Taxable value restated to fiscal year end amounts. (5) Tax notes, leases and subscriptions are excluded as these debt instruments are considered bonded debt. (6) Amounts restated to include Midtown Debt Reserves. 135 CITY OF EULESS, TEXAS DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT AS OF SEPTEMBER 30, 2023 — (Unaudited) Table 11 Estimated Estimated Share of Debt Percentage Overlapping Governmental Unit Outstanding Applicable Debt Debt repaid with property taxes Grapevine-Colleyville Independent School District $ 289,240,590 9.66% $ 27,940,641 Hurst -Euless -Bedford Independent School District 295,350,000 20.66% 61,019,310 Tarrant County 376,120,000 2.42% 9,102,104 Tarrant County Hospital District 591,230,000 2.42% 14,307,766 Tarrant County College District 448,410,000 2.42% 10,851,522 Subtotal, overlapping debt 123,221,343 Debt repaid with property taxes and sales taxes City of Euless (direct debt) 88,506,045 100.00% 88,506,045 Total direct and overlapping debt repaid with property taxes $ 211,727,388 Notes: The percentage of overlapping debt applicable is estimated using taxable property values. Applicable percentages were estimated by determining the portion of another governmental unit's taxable value that is within the City's boundaries and dividing it by each unit's total taxable value. The current year calculation of direct debt includes all general governmental activities debt including sales tax revenue bonds which are not repaid with property taxes. Amounts shown have been adjusted for losses on prior refundings, premiums, and discounts. Source: Debt outstanding data provided by Municipal Advisory Council of Texas and City records. 136 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE WATER AND WASTEWATER BONDS — LAST TEN FISCAL YEARS (Unaudited) Table 12 Interest Less Net and Fiscal Total Operating Revenue Fiscal Coverage Year Revenues (1) Expenses (2) Available Principal Charges Total Ratio 2014 19,729,539 18,269,093 1,460,446 405,000 122,229 527,229 2.77 2015 21,182,560 17,879,209 3,303,351 410,000 129,703 539,703 6.12 2016 24,311,965 18,625,302 5,686,663 635,000 181,747 816,747 6.96 2017 24,353,525 19,249,699 5,103,826 765,000 175,682 940,682 5.43 2018 27,828,648 20,880,984 6,947,664 780,000 184,154 964,154 7.21 2019 27,603,615 21,006,298 6,597,317 915,000 191,327 1,106,327 5.96 2020 27,683,951 23,101,386 4,582,565 1,180,000 306,354 1,486,354 3.08 2021 29,072,318 22,122,296 6,950,022 945,000 274,924 1,219,924 5.70 2022 29,733,939 24,625,613 5,108,326 945,000 267,554 1,212,554 4.21 2023 32,284,877 26,660,040 5,624,837 960,000 255,341 1,215,341 4.63 Notes: (1) Operating and nonoperating revenues of water and wastewater find (2) Total operating expenses of water and wastewater find exclusive of depreciation and amortization 137 CITY OF EULESS, TEXAS DEMOGRAPHIC STATISTICS — LAST TEN FISCAL YEARS (Unaudited) Personal Per Income Fiscal Estimated Capita (thousands Median School Unemployment Year Population (1) Income (2) of dollars) Age (2) Enrollment (3) Rate (4) 2014 53,780 $ 28,947 $ 1,556,770 31.8 22,138 5.0% 2015 54,050 $ 29,651 $ 1,602,637 34.7 22,762 3.6% 2016 54,250 $ 30,054 $ 1,630,430 34.9 23,090 3.8% 2017 54,870 $ 29,730 $ 1,631,285 34.9 23,425 3.2% 2018 55,170 $ 31,117 $ 1,716,725 34.9 23,632 3.5% 2019 56,160 $ 32,810 $ 1,842,610 36.1 23,624 (5) 3.6% 2020 57,550 $ 34,575 $ 1,989,791 35.3 23,756 8.9% 2021 58,260 $ 34,575 $ 2,014,340 35.3 22,884 4.6% 2022 61,480 $ 36,494 $ 2,243,651 35.6 22,815 3.5% 2023 61,544 $ 39,240 $ 2,414,987 35.6 22,971 3.7% Notes: (1) Estimates by North Central Texas Council of Governments (2) Estimates by Claritas Site Reports; Research & Demographic Solutions; 2014 forward from US Census Bureau (3) Hurst -Euless -Bedford Independent School District (4) Texas Workforce Commission; Bureau of Labor Statistics (5) Updated from projected to actual 138 Table 13 Employer HEB ISD LSG Sky Chefs, Inc. City of Euless Target Lowe's Life Outreach International Redi-Mix Concrete Dave and Buster's QuikTrip Flynn BEC, LP Thirsty Lion Total CITY OF EULESS, TEXAS PRINCIPAL EMPLOYERS CURRENT YEAR AND NINE YEARS AGO (Unaudited) 2023* Percentage of Estimated Total Employees City Employment 1,197 3.81% 663 2.45% 403 1.49% 250 0.92% 225 0.83% 186 0.69% 162 0.68% 150 0.55% 130 0.48% 120 0.44% 120 0.44% 3,606 12.78% Source: City of Euless Planning and Development Department * Prior year data used if updated information was unavailable. 139 Employer HEB ISD LSG Sky Chefs, Inc. Autogrill Group, Inc. City of Euless Life Outreach International Super Target Lowe's Home Depot Redi Mix Concrete Structural and Steel Products Table 14 2014 Percentage of Estimated Total Employees City Employment 1,000 3.74% 600 2.25% 450 1.68% 434 1.62% 180 0.67% 160 0.60% 140 0.52% 125 0.47% 67 0.25% 40 0.15% 3,196 11.95% CITY OF EULESS, TEXAS FULL-TIME CITY GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM - LAST TEN FISCAL YEARS (Unaudited) Table 15 Function/Program 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 General Government and Administration 48.50 48.00 49.50 50.00 51.00 50.50 50.50 49.00 49.50 49.50 Public Safety 135.00 136.00 136.00 136.00 137.00 137.00 139.00 139.00 142.00 142.00 Fire Safety 72.00 72.00 72.00 75.00 75.00 75.00 75.00 75.00 78.00 78.00 Development Services 7.50 7.50 7.50 8.00 7.50 7.50 7.50 7.50 7.50 8.50 Culture and Recreational 33.25 34.25 34.25 35.25 35.25 35.25 34.25 34.25 34.25 35.25 Water and Wastewater 42.00 42.00 42.50 42.50 43.50 43.00 44.00 43.50 45.00 45.00 Golf Course 10.75 11.75 11.75 11.75 11.75 11.75 11.75 11.75 11.75 11.75 Public Works 18.50 20.00 20.00 21.00 22.50 23.50 23.50 23.50 23.50 26.50 Service Center 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 Risk Management / Insurance 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 Total 374.00 378.00 380.00 386.00 390.00 390.00 392.00 390.00 398.00 403.00 Source: City Budget Office 140 Function/Proeram CITY OF EULESS, TEXAS OPERATING INDICATORS BY FUNCTION/PROGRAM - LAST TEN FISCAL YEARS (Unaudited) Table 16 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Public Safety Police Number of Certified Officers 92 92 92 87 91 91 86 85 93 85 Number of Citations Issued 25,500 24,573 18,483 25,061 19,100 16,552 11,154 9,283 17,224 12,993 Fire Number of Certified Firefighters 70 70 70 72 73 74 72 75 74 76 Number of Alarms 4,505 4,686 4,770 4,678 3,758 4,324 4,735 4,827 6,245 6,179 Number of EMS Calls 3,230 3,424 3,431 3,772 3,468 2,958 3,256 3,204 3,910 4,202 Municipal Court Cases Filed Development Number Residential Inspections - New Number Commercial Inspections - New Number Multifamily Inspections - New Public Works Street Overlay (Square Footage) Cultural and Recreational Parks and Recreation Recreation Center Memberships 31,172 28,885 25,957 25,061 25,101 22,472 15,400 12,751 17,224 14,236 107 176 186 176 214 93 3 0 0 3 29 33 15 36 32 18 12 13 7 12 1 1 0 0 1 6 0 0 0 0 631,260 430,504 1,156,833 1,549,065 1,063,046 1,289,759 1,010,016 421,848 483,310 344,965 6,261 6,742 (1) 6,975 6,528 7,183 7,125 2,820 3,886 5,008 5,321 Water and Wastewater Number of Water Consumers 25,319 26,014 25,812 25,970 26,200 26,659 27,467 27,855 27,942 28,249 Water Produced (In Gallons x 1000) 380,864 741,225 540,921 439,255 580,337 569,697 8,520 (3) 0 0 (4) 0 Water Purchased - TRA (In Gallons x 1000) 2,154,469 1,628,651 1,787,547 1,766,692 1,767,677 1,586,667 2,250,350 2,187,563 2,586,490 2,421,154 Water Supplied (In Gallons x 1000) 2,535,333 2,369,876 2,328,468 2,205,947 2,348,014 2,156,364 2,258,870 2,187,563 2,586,490 2,421,154 Annual Rainfall (In Inches) 23.98 44.45 53.16 34.96 42.39 48.20 45.27 33.41 29.92 28.88 Golf Course Number of Paid Rounds Played Source: City Departments Annual Comprehensive Financial Report City Budget Office Notes: 22,110 (2) 33,735 32,852 33,237 (1) Amount restated to include recreation, aquatic and senior memberships. (2) Goff course closed for 31/2 months for renovations in 2014. (3) Wells were out of operation for most of the year; two wells are in the process of being replaced. (4) All wells inoperational for the entire fiscal year; the two under construction are nearing completion. 141 32,557 32,016 30,860 42,429 41,645 41,727 (4) Function/Proeram CITY OF EULESS, TEXAS CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM - LAST TEN FISCAL YEARS (Unaudited) Table 17 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Public Safety Police Stations 1 1 1 1 1 1 1 1 1 1 Fire Stations 3 3 3 3 3 3 3 3 3 3 Public Works Streets - Paved (1) 340.62 342.8 344.77 350.12 350.12 351.74 351.74 352.60 352.60 352.40 Cultural and Recreational Aquatic Facilities 3 3 3 3 3 3 2 2 2 1 Parks (2) 16 16 16 16 16 16 16 16 16 16 Parks Land (Acres) (3) 341 341 341 341 341 341 341 341 341 341 Other Facilities (Acres) (3) 291 291 291 291 291 291 291 291 291 291 Community Buildings 6 6 6 6 6 6 6 6 6 6 Amphitheater 3 3 3 3 3 3 3 3 3 3 Conference Centre 1 1 1 1 1 1 1 1 1 1 Golf Course 1 1 1 1 1 1 1 1 1 1 Softball Facility (4) 1 1 1 1 1 1 1 - - - Athletic Fields 28 28 30 30 30 30 30 31 31 31 Library Holdings 105,500 98,596 101,160 85,123 80,241 81,353 82,501 85,010 88,577 91,560 Water and Wastewater Water Mains - Potable (5) 232.28 234.84 235.50 236.30 239.10 241.93 242.28 243.00 244.50 248.74 Water Mains - Reclaimed (5) 3.22 3.70 3.82 3.96 4.12 7.15 11.65 11.65 11.65 11.65 Fire Hydrants 1,633 1,648 1,674 1,719 1,798 1,805 1,836 1,845 1,886 1,903 Wastewater Mains (5) 191.3 192.4 193.2 195.2 197.0 198.4 201.0 202.1 203.0 203.0 Source: City Departments (1) Reported in lane miles. (2) Restated to exclude Softball Facility (3) Restated to reflect GolfCourse and Softball Facility land separately (4) Softball Facility operations were combined with Parks at Texas Star in FY2021. (5) Miles alines. 142