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HomeMy WebLinkAboutFY 1993 Comprehensive Annual Financial ReportCOkQPREHENSFVE ANNUAL FiEANCVAL REPORT FOR 't EAR ENDHG SEPTEMBER 30, 1993 1 .F1III-4/9Z \D\covers WEAVER AND TIDW ELL AFFILIATIONS SUMMIT INTERNATIONAL ASSOCIATES, INC. ASSOCIATED REGIONAL ACCOUNTING FIRMS CERTIFIED PUBLIC ACCOUNTANTS A REGISTERED LIMITED LIABILITY PARTNERSHIP 1500 COMMERCE BUILDING 307 WEST SEVENTH STREET FORT WORTH, TEXAS 76102-5194 (817) 332-7905 METRO 429-0820 FACSIMILE (817) 429-5936 February 1, 1994 To the Honorable Mayor, City Council, and City Manager The City of Euless, Texas DALLAS OFFICE TWO GALLERIA TOWER 13455 NOEL ROAD, SUITE 520 DALLAS, TEXAS 75240 (214) 490-1970 METRO 263-3978 In planning and performing our audit of the financial statements of the City of Euless, Texas, for the year ended September 30, 1993, we considered its internal control structure in order to determine our auditing procedures for the purpose of expressing our opinion on the financial statements and not to provide assurance on the internal control structure. However, we noted certain matters involving the internal control structure and its operation that we consider to be reportable conditions under standards established by the American Institute of Certified Public Accountants. Reportable conditions involve matters coming to our attention relating to significant deficiencies in the design or operation of the internal control structure that, in our judgment, could adversely affect the organization's ability to record, process, summarize, and report financial data consistent with the assertions of management in the financial statements. FIXED ASSETS: The City has a procedure to analyze capital outlay accounts and record the fixed asset expenditures in a computer program separate from the general ledger. Entries are not made to the general ledger to capitalize the expenditures as proprietary fund assets or general fixed assets. We recommend that the City establish a General Fixed Asset Account Group on the general ledger as control totals for the detail maintained in the separate computer program. In addition, we recommend that the proprietary fund fixed assets be recorded in the general ledger accounts of the appropriate proprietary fund and that depreciation expense be computed and recorded each month. Managements Response: Staff concurs with this recommendation and has been working on the fixed asset documentation this passed year. The City proposes to address valuation and computerization in FY94. WEAVER AND TIDWELL CERTIFIED PUBLIC ACCOUNTANTS A REGISTERED LIMITED LIABILITY PARTNERSHIP To the Honorable Mayor, City Council, and City Manager February 1, 1994 INTERFUND ACTIVITY: Accounts designated for transfers contained transactions for other types of activity in internal service funds. Revenues recorded in the internal service funds for maintenance of vehicles and equipment were recorded in the transfer accounts. Only actual transfers in and out should be recorded in the transfer accounts. We recommend that transfer accounts be reconciled periodically to ensure that transfers between funds balance. Managements Response: The City has adopted the recommended chart of accounts of Governmental Accounting and Financial Reporting. Revenues between funds are recorded for earned services and transfers are recorded for other transactions. All revenues and transfers are reconciled monthly. Staff will review Insurance funds for further clarification. * * * * * * * * * * * In addition to performing our audit of the financial statements, we were requested by management to perform an operations review of the Public Works and Development Department in order to provide recommendations for improvement. We have the following comments related to our current year operations review. We have also included any action that was taken subsequent to our review to respond to our recommendations. CASH RECEIPTS Original Construction Permits cash receipts (construction that requires a new water meter) When permits are issued for new construction, the permit is processed at the Development Office and paid for at the Water Office. This procedure allows the Water Office to know that a water meter is needed and that payment has been made. We recommend that payment be made at the Development Office when the permit is issued. The Development Office would then send a copy of the information to the Water Office to request a water meter. This procedure ensures that a permit is not issued before payment and eliminates the need for the applicant to go to two locations to obtain a permit. Animal Shelter cash receipts The animal shelter maintains three separate cash drawers (one for each employee). Cash collected is kept in each separate drawer until it is reconciled weekly. A log is also kept of each cash transaction, but it is not utilized in reconciling the cash drawers. WEAVER AND TIDWELL CERTIFIED PUBLIC ACCOUNTANTS A REGISTERED LIMITED LIABILITY PARTNERSHIP To the Honorable Mayor, City Council, and City Manager February 1, 1994 We recommend that the animal shelter consolidate the cash drawers into one to keep the cash in one location. A minimum balance should be kept in the drawer to make change, but all other cash receipts should be removed nightly, reconciled, and locked in a money bag. Also, the cash transaction log should be utilized to reconcile the cash receipts for the weekly deposit. REVENUES Inspection fees are based on a percentage of the value of the work. In some cases, in lower valued work, the cost of the inspections exceed the fee being charged. We recommend that a minimum fee be established which is sufficient to cover the minimum inspection costs. Inspections for work valued above the minimum would be charged based on the value of work. ZONING AND PLATING SERVICES The procedures for zoning and plating cases are extensive and tedious. Even though a reference manual of the procedures exists and is utilized by the zoning and plating clerk, the procedures are known only by the one clerical employee. Also, some correspondence steps in the process are being duplicated. We recommend that a checklist be created of the zoning and plating procedures to be included in each file. This will verify that all procedures were performed in the case, and will aid in checking the status of each file as needed. We also recommend cross training between employees so that more than one will be familiar with the procedures. We recommend a centralized correspondence form be created which will contain all the information of the case and can be utilized in all meetings required in each case, instead of using different correspondence forms and duplicating the information for each meeting. (ie. Zoning and Plating meetings and City Council meetings) * * * * * * * * * * * WEAVER AND TIDWELL CERTIFIED PUBLIC ACCOUNTANTS A REGISTERED LIMITED LIABILITY PARTNERSHIP To the Honorable Mayor, City Council, and City Manager February 1, 1994 A material weakness is a reportable condition in which the design or operation of one or more of the internal control structure elements does not reduce to a relatively low level the risk that errors or irregularities in amounts that would be material in relation to the financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. Our consideration of the internal control structure would not necessarily disclose all matters in the internal control structure that might be reportable conditions and, accordingly, would not necessarily disclose all reportable conditions that are also considered to be material weakness as defined above. However, none of the reportable conditions described above is believed to be a material weakness. This report is intended solely for the information and use of management. We would be pleased to discuss this letter with you at greater length and assist you in the implementation of the recommendations should you so desire. We would like to express our appreciation for the excellent cooperation and assistance received from your staff during the course of the audit and the related operations review. WEAVER AND TIDWELL, L.L.P CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1993 CITY OFFICIALS MARY LIB SALEH, MAYOR FRANK DOUGLASS, COUNCIL MEMBER PLACE ONE TODD SMITH, COUNCIL MEMBER PLACE TWO BOBBY BAKER, COUNCIL MEMBER PLACE THREE AND MAYOR PRO TEM CHARLES MILLER, COUNCIL MEMBER PLACE FOUR PETER STAKS, COUNCIL MEMBER PLACE FIVE HENRY BOATRIGHT, COUNCIL MEMBER PLACE SIX TOM HART CITY MANAGER DEBRA B. FORTE' DIRECTOR OF FISCAL AND HUMAN RESOURCES INTRODUCTORY SECTION CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1993 TABLE OF CONTENTS INTRODUCTION SECTION Pages) Letter of transmittal 1-VII GFOA certificate of achievement VIII Organizational chart IX FINANCIAL SECTION Independent Auditor's Report General Purpose Financial Statements Combined balance sheet - all fund types and account groups Combined statement of revenues, expenditures and changes in fund balances - all govern- mental fund types Combined statement of revenues, expenditures and changes in fund balances - budget and actual - General Fund Combined statement of revenues, expenses and changes in retained earnings - All Proprietary Fund Types Combined statement of cash flows - All Proprietary Fund Types Notes to financial statements Supplemental statements and schedules Special revenue funds Combining balance sheet Combining statement of revenues, expen- ditures and changes in fund balances 1 3-6 7-8 9-10 11 12 - 13 14-26 29 30 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1993 TABLE OF CONTENTS - Continued Supplemental statements and schedules - continued Pages) Capital projects funds Combining balance sheet 32 - 33 Combining statement of revenues, expen- ditures and changes in fund balances 34 - 35 Enterprise funds Combining balance sheet 37 - 38 Combining statement of revenues, expenses and changes in retained earnings 39 Combining statement of cash flows 40 - 41 Water and sewer fund --comparative balance sheets 42 - 43 Water and sewer fund --comparative state- ments of revenues, expenses, and changes in retained earnings 44 Water and sewer fund --comparative schedules of operating expenses 45 - 46 Water and sewer fund --comparative statements of cash flows 47 Water and sewer fund --aggregating schedule of balance sheet accounts 48 - 51 Water and sewer fund --aggregating schedule of revenues, expenses and changes in retained earnings accounts Internal service funds 52 - 53 Combining balance sheet 55 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1993 TABLE OF CONTENTS - Continued Supplemental statements and schedules - continued Paaes(s) Internal service funds - continued Combining statement of revenues, expenses and changes in retained earnings 56 Combining statement of cash flows 57 Deferred compensation agency fund Statement of changes in assets and liabilities 59 General fixed assets account croup Comparative schedule of general fixed assets by source 61 Schedule of general fixed assets by function and activity 62 Schedule of changes in general fixed assets by function and activity 63 Table Page(s) STATISTICAL SECTION (Unaudited) General governmental expenditures by function 1 64 General governmental revenues by source 2 65 Property tax levies and collections 3 66 Assessed and estimated actual value of taxable property 4 67 - 68 Property tax rates - direct and overlapping governments (per $100 of assessed value) 5 69 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1993 TABLE OF CONTENTS - Continued STATISTICAL SECTION (UNAUDITED) - continued Table Pacle(s) Ratio of net general bonded debt to assessed value and net bonded debt per capita 6 70 Computation of direct and overlapping debt 7 71 Ratio of annual debt service expenditures for general obligation bonded debt to total general expenditures 8 72 Revenue bond coverage - Water and Sewer Bonds 9 73 Revenue bond coverage - Drainage Utility Bonds 10 74 Demographic statistics 11 75 Principal taxpayers 12 76 Retirement plan - analysis of funding progress 13 77 Property value, construction and bank deposits 14 78 Computation of legal debt margin 15 79 Miscellaneous statistics 16 80 - 81 THE CITY OF EULESS January 24, 1994 Honorable Mayor & City Council, City Manager, & Citizens of Euless: The Fiscal and Human Resources Department of the City of Euless is pleased to submit the Comprehensive Annual Financial Report of the City of Euless, Texas for the fiscal year ended September 30, 1993. Responsibility for both the accuracy of the data, and the completeness and fairness of the presentation, including all disclosures, rests with the City. To the best of our knowledge and belief, the enclosed data is accurate in all material respects and is reported in a manner designed to present fairly the financial position, results of operations, and cash flows of the various funds and account groups of the City. All disclosures necessary to enable the reader to gain an understanding of the City's financial activities have been included. The Comprehensive Annual Financial Report is presented in three sections: Introductory, Financial and Statistical. The Introductory section includes this transmittal letter, the City's organizational chart and a list of principal officials. The financial section includes the general purpose financial statements and supplemental statements and schedules, as well as the report of independent auditors. The Statistical section includes selected financial and demographic information, generally presented on a multiyear basis. GENERAL INFORMATION Euless was settled about 1881 and named for Elisha Adams Euless, a cotton farmer and pioneer. In 1915 the population was 25 and in 1960, 4235. Euless has changed significantly from a rural farming community to a progressive urban area of approximately 40,000. The City of Euless is located in Northeast Tarrant County directly between the cities of Dallas and Fort Worth. Euless is also adjacent to the world's largest and second busiest airport --Dallas/Fort Worth International. The economic condition of Euless continues to be one of cautious optimism. The City provides to its citizens those services which have proven to be necessary and which can be provided by the City at the least cost. Included in these services under general government and proprietary funds are traditional city functions such as police and fire protection, emergency ambulance service, road and traffic signal maintenance, water and sewer operations, drainage system, parks and recreational facilities, courts, and library services. Other services include planning land use, building inspection, and 201 N. Ector Drive, Euless, Texas 76039-3595 817/685-1400 • Metro 817/267-4403 • FAX 817/685-1416 I January 24, 1994 Page 2 traffic control. Internal services of the City include Insurance, Risk Management, Equipment Replacement, and Cash/Debt Management. All funds and account groups are discussed in depth in the notes to the financial statements. Even though associations with other entities such as Hurst -Euless -Bedford Independent School District exist, the City Council has no oversight responsibility, or control over the school district or the other entities referred to in Note 1 of the financial statements. Accordingly, financial data for the school district and others are not included in the combined financial statements in this report. ECONOMIC CONDITIONS AND OUTLOOK As our City Manager stated in his 1993 reflections in his report entitled Share The Vision: " Our efforts at economic development have begun paying off, and 1994 promises to be an active year, with our business community expanding rapidly. Little Bear Sports Park should be open in late 1994, bringing more family -oriented entertainment to our city. The Westpark Professional Building will open this spring to make our already viable medical community ever more comprehensive. The prosperity of Blockbuster Video, Home Depot and other retail outlets in our City is urging other retailers to consider Euless for future development. The interest in our city from potential businesses is growing. The number of inquiries we are getting every day is increasing, and 1993's hard work to bring these businesses to Euless will come alive as results in 1994 and future years." In 1993 the City of Euless welcomed the following new businesses to our community: Special Medical Services; Aero Lithograph; Pinkerton Construction; Cardco of Fort Worth; Marv's Comics, Cards, and Collectibles; National Vascular Lab, Inc.; White Water Stress Relief Center; Aurora Caskets; Easterling Performance; Strawn Explosives; Friendly Island Market; Delta Janitorial Service; VFW Fundraiser; and Quality Improvements. Additionally, Euless is home to Tarrant Printing, Mid Cities Office Systems, Security Forces, Inc., Association of Professional Flight Attendants, Hotel Employees and Restaurant Employees Local 353, TWU Local 541, Century 21 Mike Bowman and Century 21 Bob Eden Real Estate. We look forward to the opening of Ramada Inn. The City continues to work toward the development of a proposed high fashion mall in Euless. Enhanced growth opportunities in the Euless area is projected as we progress through the 1990's. The proposed expansion plans at Dallas/Fort Worth Airport should have a positive impact for North Texas, but will continue to provide some unique challenges for government officials in Euless. However, the varied types of economic growth in and around the Euless area will enable city officials to provide a better level of service and quality of life to both our corporate and residential citizens. MAJOR INITIATIVES Budget. During preparation of the 1993 fiscal budget, both elected and appointed officials worked together to identify and address several key programs needed to adequately serve the public, either through quality of life issues or technological advancements. Building upon the strategic committees that were created in 1990 by utilizing a vast number of citizens for assistance in the development of Euless' goals and objectives, the Budget was developed. Specific objectives may be summarized as follows: Reduction of II January 24, 1994 Page 3 the operating deficit in the General Fund; maintenance of service levels to citizens; continuation of competitiveness in the employee pay plan; absorption of legislative mandates; and continuation of City Council directives. Progress Report. During 1993, many goals were set and achieved by the City of Euless. The following reflects selected accomplishments in all departments: Passage of the half cent sales tax for parks, library and economic development; reduced down -time of fleet due to preventive maintenance program; received the Distinguished Budget Award; received Investment Award; initiated Teen Court; analysis for Court of Record; Civil Service rewrite and adoption; average billing for citizens; bicycle patrol for Police Department; Library program up; Arbor Daze's continued success; records management initiated; recycling grant; extensive road repair; comprehensive plan adopted by City Council. FINANCIAL INFORMATION General. Management of the City is responsible for establishing and maintaining an internal control structure designed to ensure that the City's assets are protected from loss, theft or misuse and to ensure that adequate accounting data are compiled to allow for the preparation of financial statements in conformity with generally accepted accounting principles. The internal control structure is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that: (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the evaluation of costs and benefits requires estimates and judgments by management. The City's accounting records for the Enterprise and Internal Service Funds are maintained on an accrual basis whereby revenues and expenses are recorded in the accounting period in which they are earned or incurred. The remainder of the City's funds are maintained on the modified accrual basis whereby revenue is recorded when measurable and available and expenditures are recorded when the liability is incurred except for interest on general long-term debt, which is recognized when due. As set forth in the City's charter Article VII Sections 2-9, the City Council adopts an annual budget. Detail control is accomplished by maintaining expenditures by line item account within each operating department within each operating fund at the authorization of the City Manager. Financial reports are available to division managers monthly. Further explanations of the basis of accounting for all fund types, account groups, and the City's budgetary controls are furnished in the accompanying Notes to Financial Statements. General Governmental Functions. Revenues for general governmental functions and general debt service totaled $12,467,589 in 1993, an increase of 7.37 percent over 1992. The increase in revenues is primarily attributable to: activity in Municipal Courts due to implementing a traffic safety unit; general property tax rate adjustments; franchise amendment; and sales tax receipts. The major decrease was due to the drop in interest rates. The amount of revenue from various sources and the changes from the previous year are reflected in the following table: III January 24, 1994 Page 4 Increase Percent of Percent (decrease) increase Revenue Source Amount % of total from 1992 (decrease) Property tax $ 5,864,357 47.04 ($115,606) (1.93) Gross receipts tax 1,696,924 13.61 310,101 22.36 General sales tax 2,713,462 21.76 530,214 24.29 Fines and fees 1,353,196 10.85 61,567 4.77 Licenses and permits 312,660 2.51 102,135 48.51 Interest income 175,443 1.41 (27,900) (13.72) Intergovernmental/Other 351,547 2.82 (4,881) (1.37) TOTAL REVENUES $12,467,589 100.00% $855,630 In addition to the above general revenue, $547,239 was transferred from various funds, primarily Enterprise funds for general and administrative cost reimbursement. Expenditures for general governmental purposes and general debt service totaled $12,558,657, an increase of 4.6% over 1992. Changes in levels of expenditures for major functions of the City over the preceding year are shown in the following table: Increase Percent of Percent (decrease) increase Function Amount % of total from 1992 (decrease) General government $2,054,992 16.36 $ 34,120 1.69 Public safety 5,968,815 47.53 351,900 6.27 Streets 487,759 3.88 33,609 7.40 Parks/Rec./Library 1,397,600 11.13 48,948 3.63 Debt Service 1,683,671 13.41 65,724 4.06 Nondepartmental 965,820 7.69 18,981 2.00 TOTAL EXPENDITURES $12.558.657 100.00% $553.282 Revenues Property Tax 47.0% Licens/Permt 2.5% Fines/Fees 10.9% Gross Rec. 13.6% Interest 1.4% Intergov/Other 2.8% Sales Tax 21.8% Public Safety 47.5% i Streets 3.9% Park/Rec/Lib 11.1% Expenditures Gen. Gov. 16.4% Nondept. 7.7% Debt Service 13.4% IV January 24, 1994 Page 5 General Government variances are due to the following: City Council -Administration cost stabilizing; Finance up due to Municipal Court clerk to process additional warrants; Administrative Services up due to maintenance costs, and Development & Operations up due to expanded code enforcement activity and contracts with other entities. The decrease in Streets is primarily due to a reduction in street maintenance, which is offset by increased activity in the construction funds. Parks/Recreation/Library increased due to staffing increases, including a volunteer coordinator. Debt Service decreased due to retirement of certain maturing debt. Nondepartmental expenditures decreased primarily due to Airport legal expenditure reductions in FY93. Enterprise Funds. While the number of water and sewer customers was relatively constant with prior years, the City's water and sewer utility showed an increase in water revenues due to a rate increase and stabilization of sewer service revenues in the current year. Consumption is up as a result of excessive rainfall during the prior year and a very dry fourth quarter FY93. Comparative data for the past two fiscal years are presented in the following table. 1993 1992 Income before operating transfers $1,194,057 $ 166,280 Net revenue available for debt service $2,223,960 $1,215,901 Debt service requirements $ 490,808 $ 534,341 Coverage 4.53 times 2.28 times The Drainage Utility System was created in FY91 in compliance with new legislation designed to address drainage issues in the communities across the state. Fees were effective January 1, 1991. In FY93, $313,334 of revenue was generated and $65,326 of the costs were incurred. Capital improvements were initiated in FY92 relating to the Drainage Utility System and continue in FY93. The Recreation Fund has been segregated from the general operating budget of the City to allow the Midway Recreation Center and the class structures to operate as an enterprise. Revenue of $365,921 was generated, while class expenses were $367,327. Both are consistent with prior year activity and a small reserve remains. Debt Administration. General obligation debt, which is directly tax supported, totaled $11,741,032 at September 30, 1993. Certain ratios are useful indicators of the City's debt position for municipal management, citizens and investors. Data for the City is as follows: Net bonded debt - $11,321,467; ratio of net bonded debt to assessed value - 1.04 and net bonded debt per capita - $291. All significant ratios show an improvement over 1992. 1993, the City refunded certain of these outstanding bonds and issued $6,695,000 in refunding general obligation bonds at lower interest rates resulting in future savings of approximately $459,363. Tables 8-12 in the Statistical Section of this report present more detailed information about the debt position of the City. Revenue bonds, which are secured by the net revenues of the Water and Sewer Enterprise Fund, totaled $6,020,000 at September 30, 1993. The City has maintained its A+ and A Ratings on general obligation and revenue debt from Standard and Poors and has maintained its A-1 and A Ratings on this debt from Moody's Investors Service. v January 24, 1994 Page 6 Cash Management. Compliance, safety, liquidity and yield are the program goals. Safety and security of the City's funds are of primary importance in all investment activities, with staff following policies and laws when investing funds. Interest income generated for the year for all funds was $504,354. The average yield for the portfolio was 3.78%, exceeding the benchmark yield by approximately 72.0 basis points. Interest is an important non -tax revenue for the City. As of September 30, for every $1.00 the City had to invest, approximately $1.01 was invested. The program continues to provide a positive revenue source for the City. Insurance and Benefits. The City provides employee medical coverage on a self -insured basis. Premiums are paid into the Insurance Fund by all other funds and by the City's employees and are available to pay claims, claim reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of $50,000 and aggregate claims in excess of $1,118,613. The City maintains self-insurance for worker's compensation. Contributions are made to the Risk Management Fund by other funds and are available to pay claims, claims reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of $300,000. General Fixed Assets. The general fixed assets of the City are used in the performance of general governmental functions and exclude the fixed assets of the Enterprise and Internal Service Funds. As of September 30, 1993, the general fixed assets of the City amounted to $11,298,917. This amount represents the original cost of the assets and is considerably less than their replacement value. Depreciation of general fixed assets is not recognized in the City's accounting system. OTHER INFORMATION Independent Audit. The City Charter per Article VII Section 11 requires an annual audit to be made of the books of account, financial records and transactions of all administrative departments of the City by a certified public accounting firm. This requirement has been complied with and the report of independent auditors has been included in this report. Award. The Government Finance Officers Association of the United States and Canada ("GFOA") awarded a Certificate of Achievement for Excellence in Financial Reporting to the City for its comprehensive annual financial report for the fiscal year ended September 30, 1992. The Certificate of Achievement is the highest form of recognition given in the area of government reporting by the GFOA. In order to be awarded a Certificate of Achievement, the City published an easily readable and efficiently organized comprehensive annual financial report whose contents conform to program standards. Such reports must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current comprehensive annual financial report continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. Acknowledgements. The preparation of this report on a timely basis could not be accomplished without the efficient and dedicated services of many individuals. I would like to express my appreciation to all members of the Finance Department who assisted and contributed to its preparation. I would also like to VI January 24, 1994 Page 7 thank the City Manager's Office and the members of the City Council for their interest and support in planning and conducting the financial operations of the City in a responsible and progressive manner. Acknowledgement is also given to the representatives of Weaver and Tidwell for their invaluable assistance in producing this document. Respectfully submitted, 04u; f6O)ar�c Debra B. Forte' Director of Fiscal & Human Resources VII Certificate of Achievement for Excellence in Financial Reporting Presented to City of Euless, Texas For its Comprehensive Annual Financial Report for the Fiscal Year Ended September 30, 1992 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports (CAFRs) achieve the highest standards in government accounting and financial reporting. President yo A., 0 If. f. Or Executive Director VIII LUm o ®l U \ / ar O '/ a o E")w(J 0) 0 Z 'n 0CC-) w0 >, C7m0 / / a vi oc0 0'- ` y > C C 0 O0..co c m2Q v)0 c c — IZ al ( '.n om m2 rna a6 i / / / / N z`1) 0 0U Yw w w. J / • n' cc w,_ a E ar J W C O) OC p d at P. 0 ^_ _ D7 •- O •cl i. U U E 3 f0 N �' <YW a' m a' aN mina a a) lam n.O.— U w •d cr6 c o C a>'maia•- se / wo o it 0 a CI H c C `° - CC `a' Z C `- MI to U O a' m Ov a >,rn Z c0 Tvl Y�r- c m N N — Tc =_ m w y �p Up ° m U N u fa o 2 1° o �U m ='u'U c Crti E> -2 al U U to 0 f° oc w❑ E� a, 0 oa _ Ucn Y N co c d f0 •y .n 0 1. / \ / \ / \ / \. / CLJJmC7 , / a / o C` w Z >, w J .c m-1 TG =U# 0 CC . LL. 01. m<0� 0 w m o U � Ya IX / a co .. o O._ c °f _ . ri. E C vs a, .II o�J al 0 C i" u7 m E y C. = 0 c O) Z w aY O' m lC d C U o C `- ° y rn� 3 c- C C R a>-OOy la` w 0 _ m C 2 aC — CC0]®� «N O > E CN�� ta C C Ia - m a / cno�in0waa.07mQ / a X E O O pvw E �' m 0<05°- a>'>NEorn n o Fw O 0 E° cN= o p > UFT..d, o N Oc y U a) CC.)- w a' alU / w u. IL. f- u. Cc co m O m- o C (C > w C a! 0) C -0 .p m o • _ "E ` E - U E m > m m O a0U-,CCU `• Serves as Acting City Manager In absence of CM and ACM. FINANCIAL SECTION WEAVER AND TIDWELL AFFILIATIONS SUMMIT INTERNATIONAL ASSOCIATES, INC. ASSOCIATED REGIONAL ACCOUNTING FIRMS To the Honorable Mayor, City Council and City Manager City of Euless, Texas CERTIFIED PUBLIC ACCOUNTANTS A REGISTERED LIMITED LIABILITY PARTNERSHIP 1500 COMMERCE BUILDING 307 WEST SEVENTH STREET FORT WORTH, TEXAS 76102-5194 (817) 332-7905 METRO 429-0820 FACSIMILE(817) 429-5936 INDEPENDENT AUDITOR'S REPORT DALLAS OFFICE TWO GALLERIA TOWER 13455 NOEL ROAD, SUITE 520 DALLAS, TEXAS 75240 (214) 400-1070 METRO 203.3078 We have audited the accompanying general purpose financial statements of the City of Euless, Texas as of and for the year ended September 30, 1993, as listed in the table of contents. These general purpose financial statements are the responsibility of the City's management. Our responsibility is to express an opinion on these general purpose financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall general purpose financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the general purpose financial statements referred to above present fairly, in all material respects, the financial position of the City of Euless, Texas at September 30, 1993, and the results of its operations and cash flows of its proprietary fund type for the year then ended in conformity with generally accepted accounting principles. Our audit was made for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The combining and individual fund and account group statements and schedules and the statistical section listed in the table of contents are presented for purposes of additional analysis and are not a required part of the general purpose financial statements of the City of Euless, Texas. The combining and individual fund and account group statements and schedules have been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, in our opinion, are fairly stated in all material respects in relation to the general purpose financial statements taken as a whole. The statistical section has not been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, accordingly, we express no opinion on such data. 4.2mi.41, aa �l i ae WEAVER AND TIDWELL, L.L.P. Fort Worth, Texas December 1, 1993 2342 COMBINED FINANCIAL STATEMENTS - OVERVIEW CITY OF EULESS, TEXAS COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1992 Governmental Fund Tvoes Special Debt Capital ASSETS AND OTHER DEBITS General Revenue Service Proiects Cash and cash equivalents --Note 2 $ 68,302 $ 57,849 $ 2,880 $ 379,170 Short-term investments --Note 2 3,372,012 130,858 315,083 1,428,985 Receivables: Property taxes 168,015 71,355 Accounts receivable and unbilled revenue 144,771 17,172 Accrued interest 41,969 197 1,204 4,820 Due from other funds --Note 8 48,002 Due from other governments 2,567 23,916 Prepaids and deposits 19,181 Inventories, at cost 16,367 Restricted assets --Note 4 General fixed assets --Note 6 Net utility plant and equipment in service --Note 6 Net bond issuance costs Amount available for retirement of general Tong -term debt Amount to be provided for retirement of general long-term debt Total assets and other debits $3.881,186 $ 188,904 $ 407,694 $1.836.891 The Notes to Financial Statements are an integral part of this statement. 3 Proprietary Fiduciary Fund Tvpes Fund Type Internal Deferred Enterprise Service Compensation Funds Funds Aaencv Fund $ 333,765 $ 971,724 $ 5,503,314 2,313,311 1,558,873 35,293 418,601 1,490 2,650,599 19,301,042 737,280 Account Groups General General Fixed Long-term Assets Debt $ 11,298,917 $ (1 of 2) Totals (Memorandum Onlv) 1993 $ 1,813,690 13,063,563 239,370 1,720,816 83,483 466,603 26,483 20,671 16,367 2,650,599 11,298, 917 20,038,322 165,382 165,382 325,120 325,120 11,943,344 11, 943,344 $29,968,359 $ 1,709,004 $ 2,313,311 $11,298,917 $12,268.464 $63,872,730 1992 $ 4,075,760 11,065,222 331,270 1,242,000 206,423 549,904 314,166 542,815 42,071 3,209,193 11,145,690 19,005,112 179,114 434, 847 11,879,582 $64,223,169 4 CITY OF EULESS, TEXAS COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1992 Governmental Fund Types LIABILITIES, FUND EQUITY Special Debt Capital AND OTHER CREDITS General Revenue Service Proiects Liabilities: Overdrafts payable $ 416,927 $ $ $ 6,520 Accounts payable 217,843 5,116 Accrued salaries and wages 387,636 Customer and escrow deposits 39,443 Accrued interest 23,147 Due to other funds --Note 8 387,299 16,699 Bonds and certificates of obligation payable --Notes 3 and 4 Notes payable -Note 3 Deferred revenue 224,962 59,427 23,916 Compensated absences Deferred compensation benefits payable -- Note 12 Due to other governments 3.201 Total liabilities 1,637,868 21,815 82,574 69,879 Fund equity and other credits: Investment in general fixed assets Net contributed capital --Note 9 Retained earnings: Reserved for debt service and construction --Notes 3 and 4 Insurance Workers' Compensation Liability Unreserved Fund balances: Reserved for: Park improvements 1,094 Drug enforcement 34,956 Recycling 9,507 Development agreements (14,542) 1,230,427 Prepaids 19,181 Betterment 43,553 Unreserved: Designated for: Contingency 510,000 Emergency 500,000 Undesignated 1,159,983 146.675 325,120 536.585 Total fund equity and other credits 2.243,318 167,089 325,120 1,767.012 Total liabilities, fund equity and other credits $3,881,186 $ 188,904 $ 407,694 $1,836,891 The Notes to Financial Statements are an integral part of this statement. 5 Proprietary Fund Types Internal Enterprise Service Funds Funds $ 1,748,972 $ 194,881 107,332 683,254 69,356 6,020,000 103,873 71,040 62,605 Fiduciary Fund Type Deferred Compensation Agency Fund 2,313,311 8,927,668 133,645 2,313,311 9,082,778 1,166,853 10,291,060 41,000 100,000 100,000 1,334,359 Account General Fixed Assets 11,298,917 Groups General Long-term Debt 11,646,587 94,445 527,432 12,268,464 (2 of 2) Totals (Memorandum Only) 1993 1992 $ 2,172,419 488,880 494,968 722,697 92,503 466,603 17, 666, 587 94,445 412,178 527,432 2,313,311 3.201 25,455,224 11,298,917 9,082,778 1,166, 853 41,000 100,000 100,000 11,625,419 1,094 34,956 9,507 1,215,885 19,181 43,553 510,000 500,000 1,000,000 2.168.363 21, 040,691 1,575,359 11,298.917 38.417.506 $29,968,359 $ 1,709,004 $ 2,313,311 $11,298,917 $12268.464 $63.872.730 $ 3,522,654 321,054 401,056 641,482 82,169 549,904 18, 066, 587 132,245 488,717 465,597 2,067,164 15.001 26,753,630 11,145, 690 9,394,306 2,550,146 9,374,476 1,094 17,979 9,507 1,205,840 477,656 500,000 2,792,845 37,469,539 $64,223,169 6 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 Special General Revenue Revenues: General property tax $ 4,313,041 $ Gross receipts tax 1,696,924 352,715 General sales tax 2,713,462 Fines and fees 1,353,196 Licenses and permits 312,660 Interest income 152,815 Intergovernmental 54,797 Other revenues 296,750 4,621 Total revenues 10,893,645 357,336 Expenditures: Current: City Council/Administrative 345,736 Finance 676,426 Police Department 3,571,026 Fire Department 2,397,789 Administrative services 479,011 Planning and development 553,819 159,591 Parks/Recreation/Library 1,397,600 Street maintenance 487,759 Betterment 10,275 Nondepartmental 955,545 Debt service: Principal retirement Interest and service charges Capital outlay and maintenance 159,503 Total expenditures 10,874,986 319,094 Excess (deficiency) of revenues over expenditures 18,659 38,242 Other financing sources (uses) Net proceeds from issuance of certificates of obligation Payment to Refunding Escrow Operating transfers in 547,239 Operating transfers out Total other financing sources (uses) 547,239 Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses 565,898 Fund balances, beginning of year 1,863,444 Prior Period Adjustment --Note 14 (186,024) Fund balances, end of year $ 2,243,318 The Notes to Financial Statements are an integral part of this statement. 38,242 128,847 $ 167,089 7 Debt Service $ 1,551,316 22,628 1,573,944 855,000 828,671 1,683,671 (109, 727) 6,635,466 (6,635,466) (109,727) 434,847 $ 325,120 Capital Proiects $ 34,915 5,525 62,829 103,269 883,263 883,263 (779, 994) 80,000 (105,000) (25, 000) (804, 994) 2,577,783 (5,777) $1,767, 012 Totals (Memorandum 1993 $ 5,864,357 2,049,639 2,713,462 1,353,196 312,660 210,358 60,322 364,200 12, 928,194 345,736 676,426 3,571,026 2,397,789 479,011 713,410 1,397,600 487,759 10,275 955,545 855,000 828,671 1,042,766 13,761,014 (832, 820) 6,635,466 (6,635,466) 627,239 (105,000) 522,239 (310,581) 5,004,921 (191.801) $ 4,502,539 Only) 1992 $ 5,979,963 1,549,263 2,183,248 1,291,629 210,525 287,660 437,082 459,991 12,399,361 331,033 582,862 3,417,222 2,199, 693 497,120 747,345 1,348,652 454,150 13,309 933,530 765,000 852,947 1,407,510 13, 550,373 (1,151,012) 450,000 461,595 (92, 982) 818,613 (332,399) 5,337,320 $ 5,004,921 8 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL FUND YEAR ENDED SEPTEMBER 30, 1993 (1 of 2) Variance Favorable Actual Budget (Unfavorable). General property tax: Current and delinquent taxes $4,277,702 $4,431,631 $ (153,929) Penalty and interest 35.339 75.000 (39.661) 4,313,041 4,506,631 (193,590) Gross receipts tax: Southwestern Bell Telephone Company 279,120 307,440 (28,320) Texas Utilities Electric Company 1,005,187 772,500 232,687 Lone Star Gas Company 135,943 127,100 8,843 Cable TV 155,446 154,500 946 City Garbage Service 67,336 61,500 5,836 Others 53,892 52,275 1,617 1,696,924 1,475,315 221,609 General sales tax 2,713,462 2,403,750 309,712 Fines and fees: Franchise fees 475,025 449,470 25,555 Municipal Court fines 766,160 706,000 60,160 Dog licenses and pound fees 7,139 9,500 (2,361) Ambulance fees 104,872 135,000 (30,128) 1,353,196 1,299,970 53,226 Licenses and permits: Building permits 121,555 90,000 31,555 Miscellaneous permits 164,409 183,120 (18,711) Electric licenses 26,696 20.000 6,696 312,660 293,120 19,540 Interest income 152,815 154,000 (1,185) Intergovernmental 54,797 75,000 (20,203) Other revenues: Library receipts 14,601 15,000 (399) Rental income 18,100 17,600 500 Texas Court cost service fees 17,580 18,000 (420) Jail income 83,478 125,000 (41,522) Swimming pools 18,761 18,000 761 Miscellaneous income 144,230 96,500 47.730 296,750 290,100 6,650 Total revenues 10,893,645 10,497.886 395,759 9 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL - GENERAL FUND YEAR ENDED SEPTEMBER 30, 1993 Expenditures: Current: City Council/Administration Finance Police Department Fire Department Administrative services Street maintenance Planning and development Parks/Recreation/Library Betterment Nondepartmental Total expenditures Actual $ 345,736 676,426 3,571,026 2,397,789 479,011 487,759 553,819 1,397,600 10,275 955,545 10, 874, 986 Budget $ 346,755 670,200 3,700,954 2,408,836 461,214 535,415 585,694 1,399,937 35,000 872,142 11,016,147 Excess (deficiency) of revenues over expenditures 18,659 (518,261) Other financing sources: Operating transfers in 547,239 521,684 Excess (deficiency) of revenues and other financing sources over expenditures Fund balance, beginning of year Prior Period Adjustment - Note 14 Fund balance, end of year (2 of 2) Variance Favorable (Unfavorable) $ 1,019 (6,226) 129,928 11,047 (17,797) 47,656 31,875 2,337 24,725 (83,403) 141,161 536,920 25,555 565,898 3,423 562,475 1,863,444 1,863,444 (186, 024) (186, 024) $ 2,243,318 $ 1,866,867 $ 376,451 The Notes to Financial Statements are an integral part of this statement. 10 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 Operating revenues: Water service Sewer service Drainage fees Recreation fees Insurance premiums Service fees and miscellaneous Total operating revenues Operating expenses: General and administrative Water production Water distribution Utility engineering Sewage collection and treatment Nondepartmental Service center --Note 7 Drainage Recreation classes Insurance costs --Note 10 Depreciation Amortization Total operating expenses Operating income Nonoperating revenues (expenses): Investment income Gain (loss) on sale of equipment Interest on bonds Total nonoperating revenues, net Income before operating transfers Operating transfers in Operating transfers out Income (loss) before extraordinary Toss Extraordinary loss Net income (loss) Add depreciation on fixed assets acquired with contributed capital --Note 9 Increase in retained earnings Retained earnings, beginning of year Retained earnings, end of year Internal Enterprise Service Funds Funds $ 5,874,020 $ 3,106,810 313,334 365,921 450.158 10,110,243 538,135 2,970,503 287,462 204,730 1,369,629 1,557,441 463,335 65,326 367,327 836,334 7.761 8.667.983 1,442,260 242,114 (328.360) (86,246) 1,356,014 25,000 (502.125) 878,889 878,889 424.727 1,303,616 10.654,297 $11,957,913 The Notes to Financial Statements are an integral part of this statement. 1,714,235 232,877 1,947,112 Totals (Memorandum Only) 1993 $ 5,874,020 3,106, 810 313,334 365,921 1,714,235 683,035 12, 057,355 443,403 981,538 2,970,503 287,462 204,730 1,369,629 1,557,441 463,335 65,326 367,327 1,026,802 1,011,136 7.761 10.312,990 1,026,802 174,802 1.645.007 302,105 1,744,365 51,882 293,996 (3,839) (3,839) (328,360) 48,043 (38.203) 350,148 1,706,162 78,090 103,090 (123.204) (625.329) 305,034 1,183, 923 305,034 1,183, 923 424,727 305,034 1,270.325 $ 1,575,359 1,608,650 11, 924. 622 $13,533.272 1992 $ 4,986,564 2,554,417 316,340 256,732 1,657,547 706.863 10,478,463 539,678 3,078,032 295,324 192,661 1,255,067 1,478,237 477,063 217,579 268,208 1,342,299 945,579 13,732 10.103.459 375,004 447,114 (14,808) (302.534) 129.772 504,776 192,983 (561.596) 136,163 (163.386) (27, 223) 446.964 419,741 11.504.881 $11.924, 622 11 CITY OF EULESS, TEXAS COMBINED STATEMENT OF CASH FLOWS - ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 (1 of 2) Internal Totals Enterprise Service (Memorandum Only) Funds Funds 1993 1992 OPERATING ACTIVITIES Operating income $ 1,442,260 $ 347,099 $ 1,789,359 $ 375,004 Adjustments to reconcile operating income to net cash provided by (used in) operating activities: Depreciation and amortization expenses 850,066 174,802 1,024,868 959,311 Increase (decrease) due to net changes in: Accounts Receivable and unbilled revenue (424,431) (424,431) (91,197) Due from other funds 100,000 100,000 100,000 Prepaids and deposits 428,336 428,336 (429,826) Due from other governments 2,985 2,985 (2,985) Overdrafts payable (389,268) (389,268) 827,834 Accounts payable 144,580 (80,043) 64,537 55,519 Accrued salaries and wages 40,625 40,625 25,999 Customer and escrow deposits 74,903 74,903 28,494 Deferred revenue (7,800) (7,800) (7,800) Intergovernmental payable (13,0551 (13,0551 13,055 Total adjustments 803,956 97,744 901,700 1,478,404 Net cash provided by operating activities 2,246,216 444,843 2,691,059 1,853,408 NONCAPITAL FINANCING ACTIVITIES Interest paid on bonds (341,173) (341,173) (287,273) Reduction in bonds payable (330,000) (330,000) (335,000) Operating transfers in 25,000 78,090 103,090 192,983 Operating transfers out (502,125) (123,204) (625,329) (561,596) Proceeds from bond sales 4,435,000 Deposit to advanced refunding escrow account (2,238,386) Bond issuance costs (192,846) Net cash provided by (used in) noncapital financing activities (1,148,298) (45,114) (1,193,412) 1,012,882 CAPITAL AND RELATED FINANCING ACTIVITIES Contributions in aid to construction 113,199 113,199 174,937 Purchase of utility plant and equipment (565,968) in service (1,866,961) (230,649) (2,097,610) Proceeds from sale of utility plant in service 49,425 49,425 Net cash used in capital and related financing activities (1,753,762) (181,224) (1,934,986) (391,031) 12 CITY OF EULESS, TEXAS COMBINED STATEMENT OF CASH FLOWS - ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 INVESTING ACTIVITIES Purchase of investment securities Proceeds from sale or maturity of investment securities Interest received on investments Net cash provided by (used in) investing activities Net increase (decrease) in cash and cash equivalents Cash and cash equivalents, beginning of year Cash and cash equivalents, end of year Reconciliation of cash to balance sheet Cash - current Cash - restricted assets Cash and cash equivalents Restricted assets: Cash Investments Total restricted assets Enterprise Funds $ (2,099,856) $ 1,366,401 319.202 (414.2531 Internal Service Funds (2 of 2) Totals (Memorandum Only) 1993 1992 $ (2,099,856) $ (8,130,048) 1,366,401 6,888 326.090 6,888 (1,070,097) 225,393 2,205.138 746,331 $ 1,135, 041 $ 971,724 $ 333,765 $ 971,724 801.276 $ 1,135, 041 $ 971,724 $ 801,276 1,849,323 $ 2,650,599 The Notes to Financial Statements are an integral part of this statement. 5,467,617 365,331 (407.365) (2,297,100) ( ,704) 2.951.469 178,159 2,773,310 $ 2.106.765 $ 2,951,469 13 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 1. Summary of Significant Accounting Policies The financial statements of the City of Euless (the 'City') have been prepared in conformity with generally accepted accounting principles (GAAP) as applied to government units. The Governmental Accounting Standards Board (GASB) is the accepted standard -setting body for establishing governmental accounting and financial reporting principles. The City's significant accounting policies are described below: Reporting Entity The combined financial statements of the City include all government activities and entities for which the City exercises oversight responsibility. The criteria considered in determining governmental activities and entities to be reported within the City's combined financial statements include the degree of oversight responsibility (e.g. financial interdependency, selection of governing authority, designation of management, ability to significantly influence operations) exercised by the City over a government activity or entity, the City's accountability for the activity's or entity's fiscal matters, its scope of public service and the nature of any special financing relationships which may exist between the City and government activity or entity. These criteria are based upon and consistent with the Government Accounting and Financial Reporting Standards. The City provides the full range of municipal services contemplated by statute or charter. Included in these services are traditional city functions such as police and fire protection, road and traffic signal maintenance, water and sewer operations, parks, recreation, courts and library services. The following entities are not included in the combined financial statements because they are autonomous governments and do not meet any of the above criteria. Hurst -Euless -Bedford Independent School District - provides education services; Texas Municipal Retirement System - provides retirement benefits to City employees; Trinity River Authority of Texas - provides water and sewer services to various municipalities; Texas Municipal League Joint Self Insurance Fund - provides administrative services for various municipalities' self insurance plans. The following entity was found to be a component unit of the City and is included in the Special Revenue Fund type of the combined financial statements: Euless Development Corporation - The City created the Corporation for the purpose of promoting parks, library services, and economic development within the City. There shall be seven directors, four of whom shall be members of the City Council. The remaining three members shall be residents of the City. All Board members will be appointed by the City Council. The Corporation is authorized to sell bonds or other forms of indebtedness. Upon dissolution of the Corporation, the assets of the Corporation shall be distributed to the City of Euless, Texas. Fund Accounting The City uses funds and account groups to report on its financial position, the results of its operations and its cash flows. Fund accounting is designed to demonstrate legal compliance and to aid financial management by segregating transactions related to certain City functions or activities. A fund is a separate accounting entity with a self -balancing set of accounts. An account group, on the other hand, is a financial reporting device designed to provide accountability for certain assets and liabilities that are not recorded in the funds because they do not directly affect net expendable available financial resources. Funds are classified into three categories: governmental, proprietary and fiduciary. Each category, in turn, is divided into separate 'fund types.' 14 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 1. Summary of Significant Accounting Policies - continued Fund Accounting - continued Governmental funds are used to account for all or most of the City's general activities, including the collection and disbursement of earmarked monies (special revenue funds), the acquisition or construction of general fixed assets (capital projects funds) and the servicing of general Tong -term debt (debt service funds). The general fund is used to account for all activities of the City not accounted for in some other fund. Proprietary funds are used to account for activities similar to those found in the private sector, where the determination of net income is necessary or useful to sound financial administration. Goods or services from such activities can be provided either to outside parties (enterprise funds) or to other departments or agencies within the City (internal service funds). Basis of Accounting The accounting and financial reporting treatment applied to a fund is determined by its measurement focus. All governmental funds are accounted for using a current financial resources measurement focus. With this measurement focus, only current assets and current liabilities generally are included in the balance sheet. Operating statements of these funds present increases (i.e., revenues and other financing sources) and decreases (i.e., expenditures and other financing uses) in net current assets. All proprietary funds are accounted for on a flow of economic resources measurement focus. With this measurement focus, all assets and all liabilities associated with the operation of these funds are included on the balance sheet. Fund equity (i.e., assets net of liabilities) is segregated into contributed capital and retained earnings components. Proprietary fund -type operating statements present increase (e.g., revenues) and decreases (e.g., expenses) in net assets. The modified accrual basis of accounting is used by all governmental fund types and agency funds. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual (i.e., when they become both measurable and available). 'Measurable' means the amount of the transaction can be determined and 'available' means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. The City considers property taxes as available if they are collected within 60 days after year-end. A one-year availability period is used for revenue recognition for all other governmental fund revenues. Expenditures are recorded when the related fund liability is incurred. Interest on general long- term debt is recorded as a fund liability when due or when amounts have been accumulated in the debt service fund for payments to be made early in the following year. Revenue considered susceptible to accrual are property taxes, gross receipts tax and interest revenue. Sales taxes collected and held by the state at year-end on behalf of the City also are recognized as revenue. Fine and permit revenues are not susceptible to accrual because generally they are not measurable until received in cash. The accrual basis of accounting is utilized by Proprietary Fund Types. Under this method, revenues are recorded when earned and expenses are recorded at the time liabilities are incurred or estimated. The City reports deferred revenue on its combined balance sheet. Deferred revenues arise when a potential revenue does not meet both the 'measurable' and 'available' criteria for recognition in the current period. Deferred revenues also arise when resources are received by the government before it has legal claim to them, as grant monies received prior to qualifying expenditures being incurred. In subsequent periods, when both revenue recognition criteria are met, or when the City has a legal claim to the resources, the liability for deferred revenue us removed from the combined balance sheet and revenue is recognized. Deferred revenues primarily include delinquent property taxes and unexpended revenues for capital projects. 15 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 1. Summary of Significant Accounting Policies - continued Budgetary Data The City Council follows these procedures in establishing budgetary data reflected in the financial statements: 1. Prior to August 1, the City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following October 1. The operating budget includes proposed expenditures and means of financing them. 2. Public hearings are conducted to obtain taxpayers' comments. 3. Prior to September 21, the budget is legally enacted through passage of an ordinance and a budgetary report is prepared. 4. The City Manager is authorized to transfer budgeted amounts between departments within any fund; however, any revision that alters the total expenditures of any fund must be approved by the City Council. The budget presented reflects revisions made by the City Manager during the year. Total expenditures approved by the City Council have not been altered. 5. Formal budgetary integration is employed as a management control device during the year for the General Fund. Budgetary control is maintained at the function level. 6. A budget for the General Fund is legally adopted on a basis consistent with generally accepted accounting principles. Appropriations and encumbrances lapse at year-end. 7. The City does not maintain a formal budget for the Special Revenue Funds due to minimal activity occurring within the funds. 8. Formal budgetary integration is not employed for the Debt Service Funds because effective budgetary control is alternatively achieved through general obligation bond indenture provisions. 9. Budgetary data for the Capital Projects Funds has not been presented in the accompanying combined financial statements as such funds are budgeted over the life of the respective project and not on an annual basis. Accordingly, formal budgetary integration of the Capital Projects Funds is not employed and comparison of actual results of operations to budgetary data for such funds is not presented. 10. Appropriated budgets for the Proprietary Funds are also adopted, but have not been presented since reporting on such budgets is not legally required. Cash, Cash Equivalents and Investments Substantially all operating cash, cash equivalents, and short-term investments are maintained in consolidated cash, cash equivalents, and investment accounts. Related interest income is allocated to the various funds based primarily on ownership by each fund of specific investments. Cash equivalents consist solely of cash invested in the Local Government Investment Fund for Texas and highly liquid investments with original maturities of three months or less. The Local Government Investment Fund is a pooled investments fund for the benefit of governments within the State of Texas which invests in securities as allowed under state statutes. For purposes of the combined statement of cash flows, the City considers all highly liquid investments (including cash equivalents reported as restricted assets of $801,276 and $666,234 at September 30, 1993 and 1992, respectively) as set forth above to be cash equivalents. 16 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 1. Summary of Significant Accounting Policies - continued Cash, Cash Equivalents and Investments - continued Short-term investments consist of certificates of deposits and U.S. Government securities with original maturities of three months or more. These investments are stated at cost or amortized cost. 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. Taxes Property taxes attach as an enforceable lien on property as of January 1, are levied for appropriation for the fiscal year beginning on October 1, are due October 1, and become delinquent on February 1. Property taxes are accrued based on the period for which they are levied and available. Delinquent taxes expected to be collected later than 60 days after fiscal year-end are considered not available and are treated as deferred revenue. Property taxes for cities, including those applicable to debt service, are limited by the Texas Constitution to $2.50 per $100 of assessed valuation. The City's current tax rate is $.5986 per $100 of assessed valuation ($.5986 per $100 last year) and assessed valuation is approximately 100% of estimated value. Inventories Inventories, which are recognized as expenditures as they are consumed, are stated at cost (first -in, first -out method) for the General Funds. Inventories consist primarily of expendable supplies. Fixed Assets Fixed assets are recorded at cost (or fair value, if contributed) when acquired. General fixed assets are recorded as expenditures in the General Fund, Special Revenue Funds, and Capital Projects Funds at the time of purchase or construction and are capitalized in the General Fixed Assets Account Group at cost. Public domain ("infrastructure") general fixed assets consisting of certain improvements other that buildings, including roads, bridges, curbs and gutters, streets and sidewalks, drainage systems and lighting systems are not capitalized in the general fixed assets account group. No depreciation is recorded on general fixed assets. Expenditures for utility plant and equipment are capitalized in the Proprietary Fund Types. Depreciation is recorded on each class of depreciable property in the proprietary funds beginning the year following the year of acquisition and utilizing the straight-line method over the following estimated useful lives of assets as follows: Equipment Waterworks and sanitary sewer system Compensated Absences 5 - 15 years 33 1/3 years Employees may accumulate a maximum of two times their annual vacation. The City's policy is to pay the employee accumulated vacation upon termination. The city does not pay employees for accumulated sick leave upon termination. Accumulated vacation in the proprietary funds has been accrued as incurred and reported as accrued salaries and wages (a current liability). The accumulated vacation of the governmental fund type, representing an estimate of the amounts not expected to be liquidated with expendable available financial resources, has been recorded in the General Long -Term Debt Account Group. 17 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 1. Summary of Significant Accounting Policies - continued Compensated Absences - continued The estimated vacation liability expected to be satisfied with available financial resources is included in accrued salaries and wages in the General Fund. Fund Equity Certain assets that are restricted to a specific future use or are not available for appropriation or expenditure are offset by fund balance reserve accounts. Designated fund balances represent tentative plans for future use of financial resources. At September 30, 1993, the Service Center Fund (reported with the Water and Sewer Funds) reflected a deficit fund balance of approximately $57,962. The City has a budgeted plan to reduce cost by $20,000 a year over four years to eliminate the deficit. Comparative Data Comparative total data for the prior year have been prepared in the accompanying combined financial statements in order to provide an understanding of the changes in the City's financial position, operations and cash flows. Complete comparative data (i.e., presentation of prior year totals by fund type in each of the statements) have not been presented since its inclusion would make the statements unduly complex and difficult to read. Memorandum Totals The totals column on the combined statements are captioned Memorandum Only to indicate that they are presented only to facilitate financial analysis. Data in these columns do not presents financial position, results of operations or cash flows in conformity with generally accepted accounting principles. Neither is such data comparable to a consolidation. Interfund eliminations have not been made in the aggregation of this data. Interfund Transactions Quasi -external transactions are accounted for as revenues, expenditures or expenses. Transaction that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/expenses in the reimbursing fund and as a reduction of expenditures/expenses in the fund reimbursed. All other interfund transactions, except quasi -external transactions and reimbursements, are recorded as transfers. Nonrecurring or nonroutine permanent transfers of equity are reported as residual equity transfers. All other interfund transfers are reported as operating transfers. Note 2. Deposits and Investments Deposits - At September 30, 1993, the ledger balances of the City's bank deposits totaled $(727,603) and the bank balances were $198,737. Of the bank balances, $198,737 were protected by federal depository insurance or by collateral held by the City's agent in the City's name. The remainder was collateralized with securities held by the pledging financial institutions' trust departments in the City's name. Investments - At September 30, 1993, the City's investments are categorized as either (1) insured or registered or for which the securities are held by the City or its agent in the City's name; (2) uninsured and unregistered for which the securities are held by the financial institution's trust department or agent in the City's name; or (3) uninsured and unregistered for which the securities are held by the broker or dealer, or by its trust department or agent but not in the City's name, as follows: 18 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 2. Deposits and Investments - continued U.S. Securities Local Govemment Investment Fund Deferred Compen- sation Agency Fund investments 1 Categories 2 3 Carrying Amount Market Value $10,218,446 $10,218,446 $10,220,541 1,923,831 1,923,831 2.313.311 2,313.311 $ 14,455.588 $ 14,457.683 The Deferred Compensation Agency Fund investments are held by independent investment managers for the ultimate benefit of the City employees and are not covered by the state statutes restricting investment instruments and requiring collateralization. Note 3. Long -Term Debt A summary of Tong -term debt transactions for the year ended September 30, 1993, is as follows: General Tong -term debt account group: General Obligation Bonds Certificates of Obligation Notes payable Compensated absences Proprietary Fund Types: Water and Sower Revenue Bonds Drainage Utility Revenue Bonds Balance Beginning of Year Increase Decrease $ 7,981,587 3,735,000 132,245 465,597 $12,314,429 $ 4,250,000 2.100.000 $ 6,350,000 $ 6,695,000 $ 4,450,000 2,315,000 37,800 61.835 $ 6.756.835 $ 6,802,800 $ $ 305,000 25.000 $ $ 330.000 Balance End of Year $10, 226, 587 1,420, 000 94,445 527,432 $12,268.464 $ 3,945,000 2, 075, 000 $ 6,020.000 19 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 3. Long -Term Debt - continued Debt outstanding at September 30, 1993 consists of the following: General Obligation Bonds Certificates of Obligation Notes Payable Water and Sewer Revenue Bonds Drainage Utility Revenue Bonds Range of Outstanding Current Long -Term Interest Rates Balance Maturities Maturities 2.80 to 10.00% 5.40 to 7.40% 7.34% $10,226,587 $ 930,000 $9,296,587 1,420,000 155,000 1,265,000 94,445 37,800 56,645 4.50 to 10.75% 3,945,000 325,000 3,620,000 4.75 to 6.70% 2,075,000 25,000 2,050,000 The debt matures serially through the year 2010 and has various call options whereby it may be redeemed during certain periods prior to maturity. A schedule of principal and interest maturities follows. Due to the nature of the obligation for compensated absences, annual requirements to amortize such obligations are not determinable and have not been included in the following summary. 1994 1995 1996 1997 1998 1999-2003 2004-2008 2009-2010 Less interest General Certif- Obligation cates of Bonds Obligation $ 1,731,718 $ 396,342 1,718,900 395,912 1,709,300 414,107 1,535,040 410,921 1,303,987 402,212 5,841,685 769,886 2,281,273 16,121, 903 2,789,380 5,895,316 1,369,380 Notes Payable $ 46,252 46,252 11,563 Water and Sewer Revenue Bonds $ 528,286 521,921 535,205 521,480 527,355 2,245,187 261,650 104,067 5,141,084 9.622 1,196,084 Utility Drainage Revenue Bonds $ 154,620 153,370 152,070 155,732 224,082 1,131,066 1,152, 522 468.112 3,591,574 1,516,574 Principal $10,226,587 $1,420,000 $ 94,445 $3,945,000 $2,075,000 Total $ 2,857,218 2,836,355 2,822,245 2,623,173 2,457,636 9,987,824 3,695,445 468,112 27,748,008 9,986,976 $17,761,032 General Obligation Bonds authorized and unissued as of September 30, 1993, amounted to $300,000. Water and Sewer Revenue Bonds authorized and unissued as of September 30, 1993, 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. The notes payable included in the General Long-term Debt Account Group were issued for the purchase of computer equipment and software. The principal and interest on such notes will be paid with revenues from the Police Drug Enforcement Fund. In June 1993, the City issued $6,695,000 General Obligation Refunding Bonds with interest rates ranging from 2.8% to 5.5%. The City used $5,910,000 of the proceeds to refund outstanding G.O. bonds and Certificates of Obligation. The proceeds from the refunding were used to purchase U.S government securities and were deposited into an irrevocable trust with an escrow agent to redeem all outstanding bonds as they come due. As a result of this transaction, the bonds are considered defeased and the bonds have been removed from the General Long-term debt account group. 20 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 3. Long -Term Debt - continued The City advance refunded the bonds to lower debt service. The advance refunding of the bonds will increase total debt service by $459,363 with an estimated economic gain of $923,615. At September 30, 1993 $1,965,000 of the defeased bonds in the 1991 refunding are still outstanding. Water and Sewer Revenue Bonds and Refunding Bonds and Drainage Utility Revenue Bonds are payable solely from and equally secured by a first lien on and pledge of the net revenue of the City's combined waterworks and sanitary sewer system and the net revenues of the City's drainage utility system, respectively. In accordance with the water and sewer revenue and refunding bond ordinances, the following special reserves were established: Reserve for revenue bond debt service - to be used for retirement of the current portion of principal and interest payments due. Reserve for revenue bond retirement - to be used for payment of principal and interest on bonds at any time where there is not sufficient money available in the revenue bond debt service fund. No payments are required into this fund after accumulating therein an amount equal to the average annual principal and interest requirements of the bonds outstanding. Reserve for emergency - to be used for payment of extraordinary repairs or replacements to the system necessitated by an emergency for which no other funds are available. Should the reserve for bond debt service and/or reserve for bond retirement prove deficient, the reserve for emergency shall be used for the purpose of meeting principal and/or interest requirements of the bonds. All funding requirements for the above reserves were met at September 30, 1993. The amounts reserved are reported as restricted assets of the Enterprise Funds. Investments of funds included in the bond reserve and emergency accounts are restricted to direct obligations unconditionally guaranteed by the United States of America having maturities not in excess of ten and five years, respectively. Note 4. Restricted Assets Restricted assets consist of cash, investments and accrued interest primarily restricted for Water and Sewer Enterprise Fund debt service and water and sewer system replacements. The City sold certain of the waterworks and sanitary sewer system properties situated within the City of Bedford to that city in 1968. The proceeds were restricted to the prepayment or redemption of certain revenue bonds; investment income of the funds may be applied to current revenue bond interest up to stipulated amounts. As of September 30, 1993, the balance in the property sales proceeds account was $467,226 and is included in restricted assets in the accompanying balance sheet. Note 5. Commitments and Contingent Liabilities The City entered into a 50 year contract dated September 25, 1973, with the Trinity River Authority of Texas (the 'TRA') whereby the TRA agrees to provide supplemental water and sewage treatment for consideration. Payments by the City are based on metered usage at rates designed to charge the City a prorata share of the TRA's annual operating and maintenance expenses, principal and interest requirement on bonds issued by the TRA. Payments under this contract approximated $3,790,000 in 1993 and are included as operating expenses of the water and sewer fund. The payments, net of refunds, decreased approximately $90,000 in comparison to 1992. 21 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 5. Commitments and Contingent Liabilities - continued The City is involved in an number of lawsuits arising in the ordinary course of business. In the opinion of the City's legal counsel and management, any liability resulting from such litigation would not be material in relation to the City's financial position. Note 6. Fixed Assets Balance Balance September 30, September 30, 1992 Additions Deletions 1993 Land $ 871,250 $ $ $ 871,250 Buildings 4,927,995 4,927,995 Improvements other than buildings 1,547,829 44,094 1,591,923 Machinery and equipment 3,798,616 109,133 3,907,749 $ 11,145,690 $ 153,227 $ $ 11,298,917 The following is a summary of utility plant and equipment in service at September 30, 1993 included in the proprietary funds: Enterprise Funds Drainage Internal Enterprise Fund Utility Fund Service Funds Land $ 1,528,966 $ $ - Equipment 1,067,856 89,607 883,517 Waterworks and sanitary sewer system 25,480,687 Construction in progress 728,485 1,051,516 28,805,994 1,141,123 883,517 Less accumulated depreciation 10,646,075 146,237 $18,159,919 $ 1,141,123 $ 737,280 Note 7. Service Center The Water and Sewer Enterprise Fund historically bears the major portion of the operating costs of the City's service center which provides services to all city departments. Note 8. Interfund Assets/Liabilities: Receivable Fund Payable Fund Amount General Risk Management $ 31,303 Half -penny Sales Tax 16,699 Water and sewer General 331,302 Risk Management 87.299 $ 466,603 22 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 9. Contributed Capital During fiscal 1993, contributed capital of the Water and Sewer Enterprise Funds increased by developer's contributions in aid to construction in the amount of $113,199 and decreased $424,727 representing current year depreciation on assets acquired with contributed capital. Note 10. Risk Management The City participates in the Texas Municipal League Joint Self Insurance Fund ('TMLIF') to provide both general liability and property insurance. The City, along with other participating entities, contributes annual amounts determined by TMLIF management. As claims arise they are submitted to and paid by TMLIF. The City is not liable for payments beyond their annual contributions to TMLIF. The City provides employee medical insurance coverage on a self -insured basis. Premiums are paid into a separate Insurance Fund by other funds, by the City's employees, and by retirees and are available to pay claims, claim reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of $50,000 and aggregate claims in excess of $1,118,613. During fiscal 1993, the City and City's employees contributed approximately $726,000 and $367,000 respectively, for medical coverage. The City's contributions are accounted for as quasi -external transactions. Claims incurred but not reported have been considered by the City in determining the claims liability at September 30, 1993 and are accounted for in the Internal Service Fund. The City is also self -insured for workers' compensation claims. Contributions are made to a separate Risk Management Fund by other funds and are available to pay claims, claim reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of $300,000. During 1993, the City contributed approximately $621,000 to the fund for workers' compensation. Note 11. Employee Retirement System Plan Description The City provides pension benefits for all of its full-time employees through a nontraditional, joint contributory, defined contribution plan in a state-wide Texas Municipal Retirement System (TMRS), one of over 613 administered by TMRS, an agent multiple -employer public employee retirement system. It is the opinion of the TMRS management that the plans in TMRS are substantially defined contribution plans but they have elected to provide additional voluntary disciosure to foster a better understanding of some of the nontraditional characteristics of the plan. Benefits depend upon the sum of the employee's contributions to the plan, with interest, and city -financed monetary credits, with interest. At the date the plan began, the city granted monetary credits for service rendered before the plan began of a theoretical amount equal to two times what would have been contributed by the employee with interest, prior to establishment of the plan. Monetary credits for service since the plan began are a percent (100%, 150%, or 200%) of the employee's accumulated contributions. In addition, the city can grant as often as annually another type of monetary credit referred to as an updated service credit which is a theoretical amount which, when added to the employee's accumulated contributions and the monetary credits for service since the plan began, would be the total monetary credits and employee contributions accumulated with interest if the current employee contribution rate and the city matching percent had always been the average of his salary in the last three years that are one year before the effective date. At retirement, the benefit is calculated with interest and the employer -financed monetary credits with interest were used to purchase an annuity. Members can retire at ages 60 and above with 10 years or more of service or with 25 years of service regardless of age. The plan also provides death and disability benefits. A member is vested after 10 years, but he must leave his accumulated contributions in the plan. If a member withdraws his own money, he is not entitled to the 23 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 11. Employee Retirement System - continued employer -financed monetary credits, even if he was vested. The plan provisions are adopted by the governing body of the city, within the options available in the state statutes governing TMRS and within the actuarial constraints also in the statutes. Contributions The contribution rate for the employees is 7%, and the city matching percent is currently 200%, both as adopted by the governing body of the city. Under the state law governing TMRS, the city contribution rate is annually determined by the actuary. This rate consists of the normal cost contribution rate and the prior service contribution rate, both of which are calculated to be a level percent of payroll from year to year. The normal cost contribution rate is the actuarially determined percent of payroll necessary to satisfy the obligation of the city to each employee at the time his retirement becomes effective. The prior service contribution rate amortizes the unfunded actuarial liability over the remainder of the plan's 25 year amortization period. When the city periodically adopts updated service credits and increases in annuities in effect, the increased unfunded actuarial liability is to be amortized over a new 25 year period. Currently, the unfunded actuarial liability is being amortized over the 25 year period which began in January 1991. The unit credit actuarial cost method is used for determining the city contribution rate. Contributions are made monthly by both the employees and the city. Since the city needs to know its contribution rate in advance to budget for it, there is a one-year lag between the actuarial valuation that is the basis for the rate and the calendar year when the rate goes into effect. The city's total payroll in fiscal 1993 was $7,982,120 and the city's contributions were based on a payroll of $7,716,965. Both the city and the covered employees made the required contributions, amounting to $879,734 (11.4% of covered payroll for the months in calendar year 1992, 8.68% normal cost plus 2.72% to amortize the unfunded actuarial liability, and 10.81 % for the months in calendar year 1993, 8.74% normal cost plus 2.34% to amortize the unfunded actuarial liability) for the city and $561,642 (7%) for the employees. The city adopted changes in the plan since the previous actuarial valuation, which had the effect of increasing the city's contribution rate for 1993 by 0.18% of payroll. There were no related party transactions. Funding Status and Progress Even though the substance of the city's plan is not to provide a defined benefit in some form, some additional voluntary disclosure is appropriate due to the nontraditional nature of the defined contribution plan which has an initial unfunded pension benefit obligation due to monetary credits granted by the city for services rendered before the plan began and which can have additions to the unfunded pension benefit obligation through the periodic adoption of increases in benefit credits and benefits. Statement No. 5 of the Governmental Accounting Standards Boards (GASB 5) defines pension benefit obligation as a standardized disclosure measure of the actuarial present value of pension benefits, adjusted for the effects of projected salary increases, estimated to be payable in the future as a result of employee service to date. The measure is intended to help users assess the funding status of public employee pension plans, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among public employee pension plans. The pension benefit obligation shown below is similar in nature to the standardized disclosure measure required by GASB 5 for defined benefit plans except that there is no need to project salary increases since the benefit credits earned for service to date are not dependent upon future salaries. The calculations were made as part of the annual actuarial valuation as of December 31, 1992. Because of the money -purchase nature of the plan, the interest rate assumption, currently 8.5% per year, does not have as much impact on the results as it does for a defined benefit plan. Market value of the assets is not determined for each city's plan, but market value of assets of TMRS as a whole was 112.3% of book value as of December 31, 1992. 24 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 11. Employee Retirement System - continued Pension Benefit Obligation Annuitants currently receiving benefits $1,705,184 Terminated employees 1,688,289 Current Employees Accumulated employee contributions included allocated invested earnings 5,766,604 Employer -financed vested 8,395,332 Employer -financed nonvested 1,796,057 Total $19,351,466 Net Assets Available for Benefits, at Book Value 15,660,032 Unfunded Pension Benefit Obligation 3,691,434 The book value of assets is amortized cost for bonds and original cost for short-term securities and stocks. The actuarial assumptions used to compute the actuarially determined city contribution rate are the same as those used to compute the pension benefit obligation. The numbers above reflect the adoption of changes in the plan since the previous actuarial valuation, which had the effect of increasing the pension benefit obligation by $246,970. Trend information for the past three years for TMRS is as follows: Net Assets Available For Benefits as a Unfunded Pension City Contribution Percent of Pension Benefit Obligation as a as a Percent Year Benefit Obligation Percent of Covered Payroll Covered Payroll 1991 77.74% 45.05% 11.44% 1992 80.23% 42.47% 11.41% 1993 80.92% 46.25% 11.40% Historical trend information for TMRS is presented in the Statistical Section, Table 15 of the City's Comprehensive Annual Financial Report. This table provides information about progress made in accumulating sufficient assets to pay benefits when due. Note 12. Deferred Compensation Plan The City offers its employees a Non-contributory Deferred Compensation Plan (the 'Plan') consistent with Internal Revenue Code Section 457. Plan asset ownership remains with the City until the employee terminates with the City, retires or experiences an unforeseeable emergency. Employees may contribute voluntarily to the Plan up to $7,500 annually. Assets of the plan are invested primarily in various mutual funds. The current market value of the funds' investments at September 30, 1993 was $2,313,311. The Plan has no unfunded liabilities. All contributions to the Plan are remitted bi-weekly to the administrator of the Plan. All amounts of compensation deferred under the Plan, all assets purchased with these amounts, and all income attributable to these amounts, are (until paid or made available to the employee or other beneficiary) solely the property and rights of the city subject only to the claims of the City's general creditors. The City has no legal liability for losses of the plan, but does have the duty of due care that would be required of an ordinary prudent investor. The City believes it is unlikely that it will use the assets to satisfy the claims of general creditors in the future. The Plan is reported as a fiduciary fund in the accompanying financial statements. 25 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS Note 13. Segments of Enterprise Activities The City maintains three Enterprise Funds. The Water and Sewer Fund provides water distribution and wastewater collection services and contractually secures water supply and wastewater treatment services from the Trinity River Authority. The Drainage Utility Fund provides drainage services. The Recreation Fund provides various recreational services and activities. Segment information for the City's Enterprise Funds is as follows: Water and Drainage Recreation Sewer Fund Fund Fund Total Operating revenues $ 9,430,988 $ 348,082 $ 365,921 $10,144,991 Depreciation 836,334 836,434 Operating income (loss) 1,195,658 303,330 (1,406) 1,497,582 Operating transfers out 475,025 15,000 12,100 502,125 Operating transfers in 25,000 25,000 Net income (loss) 744,032 203,685 (13,506) 934,211 Current Capital contributions 113,199 113,199 Property, plant and equipment: Additions 725,839 1,141,123 1,866,962 Deletions Total Assets 27,393,421 2,562,449 12,489 29,968,359 Net Working Capital 4,493,436 1,303,828 2,887 5,800,151 Long-term debt, including current portion v 3,945,000 2,075,000 6,020,000 Total equity 20,599,326 438,478 2,887 21,040,691 Note 14. Prior Period Adjustment Subsequent to the issuance of its 1992 financial statements the City discovered that due from other governments and accrued interest receivable were overstated by $191,801. Therefore, the beginning fund balances of the general fund and capital projects fund have been adjusted $186,024 and $5,777, respectively. The period to which these adjustments apply has not been determined, therefore, the effect, if any, on 1992 is not known. 26 INDIVIDUAL FUND AND ACCOUNT GROUP STATEMENTS AND SCHEDULES 27 SPECIAL REVENUE FUNDS Hotel/Motel Fund - to account for the operations and expenditures for which hotel/motel occupancy taxes are used. Occupancy tax revenues are used primarily for advertising and promotion of the City. Police Drug Enforcement Fund - to account for proceeds from sale of assets seized in connection with drug arrests. Revenues are used solely for police department expenditures. Half -Penny Sales Tax Fund - to account for the revenues and expenditures of the Euless Development Corporation, a component unit of the City of Euless. The expenditures of the half -penny sales tax can only be spent on cultural, recreational, and economic development activities within the City of Euless. 28 CITY OF EULESS SPECIAL REVENUE FUND COMBINING BALANCE SHEET SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1992 ASSETS Cash and cash equivalents Short-term investments Accrued interest receivable Total assets LIABILITIES AND FUND EQUITY LIABILITIES: Accounts payable Due to other funds Hotel/ Motel Fund Police Half Drug Penny Enforcement Sales Fund Tax Totals 1993 1992 $ 19,953 $ 35,139 $ 2,757 $ 57,849 130,858 - 130,858 197 - 197 $ 151.008 $ 35.139 $ 2.757 $ 188.904 $ 4,333 $ Total liabilities $ 4.333 $ FUND EQUITY: Fund Balances: Reserve for drug enforcement Reserve for capital projects Unreserved, undesignated Total fund equity $ Total liabilities and fund equity $ 183 $ 600 $ 5,116 16.699 16.699 183 $ 17.299 $ 21.815 $ 47,820 154,188 672 $ 202.680 $ 34,956 $ - $ 34,956 $ 110,287 (14,542) (14,542) - 146.675 146,675 92,393 146.675 $ 34.956 $ (14.542) $ 167,089 $ 202.680 151.008 $ 35.139 $ 2.757 $ 188,904 $ 202.680 29 CITY OF EULESS SPECIAL REVENUE FUND COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 Hotel/ Motel Fund Police Half Drug Penny Enforcement Sales Fund Tax Revenues: Gross receipts tax $ 131,951 $ 135,184 Other revenues 3.969 652 Total revenues 135,920 Expenditures: Planning and development Capital Outlay and maintenance 98,111 2.002 Total expenditures 100.113 Excess (deficiency) of revenues over expenditures 35,807 Fund balance, beginning of year 110.868 $ 85,580 135,836 85,580 54,955 6,525 63,904 93.597 118.859 100.122 16,977 (14,542) 17,979 Totals 1993 1992 $ 352,715 $ 162,440 4,621 6,004 357,336 168,444 159,591 137,488 159,503 104,789 319.094 38,242 128,847 242.277 (73,833) 202.680 Fund balance, end of year 146,675 $ 34.956 $ (14,542) $ 167,089 $ 128.847 30 T M O ISYVIP E ri\ CAPITAL PROJECTS FUNDS Park Improvements Certificates of Obligation Fund (1990) - to account for the construction of park facilities. Financing was provided from the sale of Certificates of Obligation of $2,000,000 in 1990. Street Assessments Fund - to account for receipt of funds for special assessment collection and subsequent construction of improvements to various street and drainage projects. Street Improvement and Drainage Certificates of Obligation Fund (1990) - to account for the construction of improvements to various street and drainage projects. Financing was provided by the sale of Certificates of Obligation in 1990. Equipment Contractual Obligations Fund (1992) - to account for the purchase of equipment for the City. Financing was provided from the sale of Contractual Obligations of $450,000 in 1992. Fire Department Certificates of Obligation Fund (1990) - to account for improvements to the fire station and purchase of equipment for the fire department. Financing was provided from the sale of Certificates of Obligation in 1990. Developer's Contribution Fund - to account for funds received for the purpose of making new and future improvements to various development areas within the City. 31 CITY OF EULESS, TEXAS CAPITAL PROJECTS FUND COMBINING BALANCE SHEETS SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1992 ASSETS Cash and cash equivalents Short-term investments Accrued interest receivable Due from other governments Street Park Improvement Improvements and Drainage Certificates of Street Certificates Obligation Assessments of Obligation Fund (1990) Fund Fund (1990) $ 46,209 23.916 Total assets $ 70125 LIABILITIES AND FUND EQUITY Overdrafts payable $ Customer and escrow deposits 13,560 Deferred revenue 23.916 $ 89,430 $ 115,011 295,789 651 $ 89.430 $ 411.451 3,745 Total liabilities 37,476 3,745 Fund balances: Reserved for development agreements Unreserved, undesignated 32.649 89.430 407.706 Total fund equity 32.649 89.430 407.706 Total liabilities and fund balance $ 70,125 $ 89.430 $ 411.451 32 Equipment Contractual Obligations Fund (1992) $ 6,520 Fire Department Certificates of Obligation Fund (1990) $ 13,320 Developers' Contribution Fund $ 115,200 1,133,196 4,169 1993 $ 379,170 1,428,985 4,820 23.916 1992 $1,130,574 1,400,000 21,664 169.977 __ _132320 $1.252.565 $1.836,891 $2.722.215 22,138 22,138 $ 6,520 $ 39,443 33,131 23.916 111.301 69,879 144,432 1,230,427 1,230,427 1,205,840 (6.520) 536.585 1.371.943 (6.520) 1,767,012 2.577.783 13.320 13,320 1.230.427 $ 13,320 $1.252.565 $1.836.891 $2.722,215 CITY OF EULESS, TEXAS CAPITAL PROJECTS FUND COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 Street Park Improvement Improvements and Drainage Certificates of Street Certificates Obligation Assessments of Obligation Fund (1990) Fund Fund (1990) Revenues: Interest Income $ $ $ 10,092 Intergovernmental 5,525 Other revenues 62.829 Total revenues 5,525 62,829 10,092 Expenditures: Capital outlay and maintenance 146.060 339.645 Excess (deficiency) of revenues over expenditures (140,535) 62,829 (329,553) Other financing sources (uses): Operating transfers in 80,000 Operating transfers out (80.000) (25.000) Total other financing sources (uses) (80.000) 55.000 Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses (140,535) (17,171) (274,553) Fund balances, beginning of year 173,184 112,378 682,259 Prior Period Adjustment (5.777) Fund balances, end of year $ 32.649 $ 89.430 $ 407.706 34 Equipment Fire Department Contractual Certificates of Obligations Obligation Fund (1992) Fund (1990) $ 236 $ 236 397.558 (397,322) (397,322) 390,802 13,320 (6.520) 13.320 Developers' Contribution Fund 1993 $ 24,587 $ 34,915 $ 5,525 62.829 24,587 103,269 883.263 24,587 (779,994) 80,000 (105.000) (25.000) 1992 84,317 390,677 143.964 618,958 1.302.721 (683,763) 450,000 (92.982) 357.018 24,587 (804,994) (326,745) 1,205,840 2,577,783 2,904,528 (5.777) $1.230.427 $1.767,012 $2.577.783 T M 1 0 1 T♦ 0 P ENTERPRISE FUNDS Water and Sewer Funds - to account for the acquisition, operation and maintenance of a municipal water and sewer utility, supported primarily by user charges to the public. Drainage Utility Fund - to account for the acquisition, operation and maintenance of a municipal drainage utility, supported primarily by user charges. Recreation Classes - to account for the operation of recreational programs and activities which are offered to groups and individuals on a fee basis. 36 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1992 Water and Sewer Fund ASSETS Current assets: Cash and cash equivalents Short-term investments 4,440,772 1,062,542 Accounts and unbilled revenue Tess allowance for uncollectible of $1,463 for water and sewer and $33,875 for drainage utility 1,505,356 53,517 Accrued interest receivable 29,583 5,710 Prepaid and deposits 1,490 Due from other funds 418.601 Total current assets 6,513,052 1,325,795 12,489 Restricted assets: Revenue bond debt service: Cash with paying agent Revenue bond retirement: Investments with paying agent, at cost Revenue bond emergency: Short-term investments Property sale proceeds account: Investments with paying agent, at cost Capital projects account: Cash and cash equivalents Short-term investments Customer deposits: Cash and cash equivalents Interest receivable on investments Total restricted assets Bond issuance cost Less accumulated amortization Net bond issuance cost Utility plant and equipment in service, at cost: Land Equipment Waterworks and sanitary sewer system Construction in progress Less accumulated depreciation Net utility plant and equipment in service TOTAL ASSETS 38,418 653,758 500,000 467,226 90,991 200,000 671,867 28.339 2,650,599 85,373 15,522 69,851 107,473 11.942 95,531 1,528, 966 1,067,856 89,607 25,480,688 728,484 1,051.516 28,805,994 1,141,123 10.646, 075 18,159,919 1,141.123 $27.393.421 $ 2,562,449 $ 12,489 Drainage Utility Recreation Totals 1993 1992 $ 117,250 $ 204,026 $ 12,489 $ 333,765 $ 1,538,904 5,503,314 4,113,700 1,558,873 1,134,442 35,293 74,904 1,490 429,826 418.601 518.601 7,851,336 7,810,377 38,418 14,325 653,758 905,234 500,000 500,000 467,226 518,823 90,991 43,558 200,000 553,086 671,867 608,351 28.339 65.816 2,650,599 3,209,193 192,846 192,846 27.464 13.732 165,382 179,114 1,528,966 1,157, 463 25, 480, 688 1,780,000 29,947,117 10.646,075 19.301, 042 $29, 968,359 1,528,966 976,155 25,332,088 242,947 28,080,156 9.809.741 18, 270.415 $29.469.099 37 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1992 LIABILITIES AND FUND EQUITY Current liabilities: Payable from current assets: Overdrafts payable Accounts payable Accrued salaries and wages Due to other governments Total current liabilities Current obligations payable from restricted assets: Customer and escrow deposits Current portion of bonds payable Accrued interest Bonds payable Deferred revenue Total liabilities Fund equity: Contributed capital: From subdividers From Environmental Protection Agency From Trinity River Authority Accumulated depreciation on assets acquired with contributed capital Net contributed capital Retained Earnings: Reserved for: Revenue bond retirement Emergency Construction Total reserved Unreserved Total retained earnings Total fund equity TOTAL LIABILITIES AND FUND EQUITY Water and Sewer Fund $ 1,748,972 163,312 107,332 2,019,616 Drainage Utility Recreation 21,967 21,967 683,254 325,000 25,000 42,352 27,004 3,620,000 2,050,000 103,873 6,794,095 2,123,971 13,902,950 239,617 15,000 14,157, 567 5,074,789 9,082,778 1,166,853 500,000 1,666,853 9.849.695 11.516.548 438,478 438.478 20,599.326 438,478 $27,393,421 $ 2,562,449 Totals 1993 1992 $ $ 1,748,972 9,602 194,881 107,332 9,602 2,051,185 $ 2,138,240 50,301 66,707 13,055 2,268,303 683,254 608,351 350,000 330,000 69,356 82,169 5,670,000 6,020,000 103,873 111,673 9,602 8,927,668 9,420,496 2,887 2,887 13,902,950 13, 789, 751 239,617 239,617 15,000 15,000 14,157,567 14,044,368 5,074,789 4,650,062 9,082,778 9,394,306 1,166,853 500,000 1,666,853 10,291,060 11,957.913 2,887 21,040,691 $ 12,489 $29,968,359 1,453,502 500,000 596.644 2,550,146 8,104,151 10, 654.297 20,048,603 $29,469.099 38 T ■ � 0 1 • ♦ • � E CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 Operating revenues: Water service Sewer service Drainage fees Recreation fees Service fees and miscellaneous Total operating revenues Operating expenses: General and administrative Water production Water distribution Utility engineering Sewage collection and treatment Nondepartmental Service center Drainage Recreation classes Depreciation Amortization Total operating expenses Operating income (loss) Nonoperating revenues (expenses): Investment income Gain (loss) on sale of equipment Interest on bonds Total nonoperating revenues, net Income before operating transfers Operating transfers in Operating transfers out Income (loss) before extraordinary Toss Extraordinary loss Net income (loss) Add depreciation on fixed assets acquired with contributed capital Increase (decrease) in retained earnings Retained earnings, beginning of year Retained earnings, end of year Water and Sewer Fund $ 5,874,020 3,106, 810 450.158 9,430,988 538,135 2,970,503 287,462 204,730 1,369,629 1,557,441 463,335 Drainage Utility 313,334 313,334 65,326 836,334 7,761 8,235.330 65.326 1,195,658 248,008 184,207 57,907 (185,808) (142,552) (1.601) (84,645) 1,194, 057 163,363 25,000 (475,025) (15,000) 744,032 148,363 744,032 424.727 1,168,759 10,347,789 $11,516,548 Recreation 1993 Totals 1992 $ $ 5,874,020 $ 4,986,564 3,106,810 2,554,417 313,334 316,340 365,921 365,921 256,732 450,158 490,115 365,921 10,110,243 8,604,168 538,135 350,708 2,970,503 3,078,032 287,462 295,324 204,730 192,661 1,369,629 1,255,067 1,557,441 1,478, 237 463,335 477,063 65,326 217,579 367,327 367,327 268,208 836,334 827,711 7,761 13.732 367.327 8,667,983 8,454,322 (1,406) 1,442,260 149,846 242,114 387,796 (14,808) (328.360) (302,534) (86,246) 70,454 (1,406) 1,356,014 220,300 25,000 (12,100) (502.125) (417, 746) (13,506) 878,889 (197,446) (163.386) 148,363 (13,506) 878,889 (360,832) 148,363 290,115 $ 438,478 $ 2,887 $11,957,913 424,727 (13,506) 1,303,616 16,393 10,654.297 446,964 86,132 10,568,165 $10, 654, 297 39 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 Water and Drainage Totals Sewer Fund Utility Recreation 1993 1992 OPERATING ACTIVITIES Operating income $ 1,195,658 $ 248,008 $ (1,406) $ 1,442,260 $ 149,846 Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation and amortization expenses 844,095 5,971 850,066 841,443 Increase (decrease) due to net changes in: Accounts Receivable and unbilled revenue (435,911) 11,480 (424,431) (91,197) Due from other funds 100,000 100,000 100,000 Prepaids and deposits 428,336 428,336 (429,826) Overdrafts payable (389,268) (389,268) 833,286 Accounts payable 118,363 16,615 9,602 144,580 40,440 Accrued salaries and wages 40,625 40,625 25,999 Customer and escrow deposits 74,903 74,903 28,494 Deferred revenue (7,800) (7,800) (7,800) Intergovernmental payable (13.055) (13,055) 13.055 Total adjustments 760,288 34,066 9,602 803,956 1.353.894 Net cash provided by operating activities 1,955,946 282,074 8,196 2,246,216 1,503,740 NONCAPITAL FINANCING ACTIVITIES Interest paid on bonds (210,364) (130,809) (341,173) (287,273) Reduction in bonds payable (305,000) (25,000) (330,000) (335,000) Operating transfers in 25,000 25,000 Operating transfers out (475,025) (15,000) (12,100) (502,125) (417,746) Proceeds from bond sales 4,435,000 Deposit to advance refunding escrow account (2,238,386) Bond issuance costs (192.846) Net cash provided by (used in) noncapital financing activities (965,389) (170,809) (12,100) (1,148,298) 963,749 CAPITAL AND RELATED FINANCING ACTIVITIES Contributions in aid to construction 113,199 113,199 174,937 Purchase of utility plant and equipment in service (725.838) (1,141,123) (1,866,961) (281,293) Net cash used in capital and related financing activities (612,639) (1,141,123) (1,753,762) (106,356) 40 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 INVESTING ACTIVITIES Purchase of investment securities Proceeds from sale or maturity of investment securities Interest received on investments Net cash provided by (used in) investing activities Net increase (decrease) in cash and cash equivalents Cash and cash equivalents, beginning of year Cash and cash equivalents, end of year Water and Drainage Sewer Fund Utility Totals Recreation 1993 1992 $ (2,099,856) $ $ 656,159 240,201 710,242 79,001 (1,203,496) 789,243 (825,578) (240,615) 1,744,104 444,641 $ 918.526 $ 204,026 $ (2,099,856) $(8,130,048) 1,366,401 319,202 (414.253) 5,467,617 306,013 (2,356,418) (3,904) (1,070,097) 4,715 16.393 2,205,138 2,200,423 $ 12,489 $ 1,135.041 $ 2,205,138 41 CITY OF EULESS, TEXAS WATER AND SEWER SYSTEM FUND COMPARATIVE BALANCE SHEETS SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1992 1993 1992 ASSETS Current assets: Cash and cash equivalents $ 117,250 $ 1,077,870 Short-term investments 4,440,772 2,340,916 Accounts receivable and unbilled revenue Tess allowance for estimated uncollectible accounts of $1,463 in 1993 and 1992 1,505,356 1,069,445 Accrued interest receivable 29,583 48,100 Prepaid and deposits 1,490 429,826 Due from other funds 418.601 518,601 Total current assets 6,513,052 5,484,758 Restricted assets: Revenue bond debt service: Cash with paying agent 38,418 14,325 Revenue bond retirement: Investments with paying agent, at cost 653,758 905,234 Revenue bond emergency: Short-term investments 500,000 500,000 Property sale proceeds account: Investments with paying agent, at cost 467,226 518,823 Capital projects account: Cash and cash equivalents 90,991 43,558 Short-term investment 200,000 553,086 Customer deposits: Cash and cash equivalents 671,867 608,351 Interest receivable on investments 28.339 65.816 Total restricted assets 2,650,599 3,209,193 Bond issuance cost 85,373 85,373 Less accumulated amortization 15,522 7.761 Net bond issuance cost 69,851 77,612 Utility plant and equipment in service, at cost: Land 1,528,966 1,528,966 Equipment 1,067,856 976,155 Waterworks and sanitary sewer system 25,480,688 25,332,088 Construction in progress 728,484 242.947 28,805,994 28,080,156 Less accumulated depreciation 10,646,075 9,809.741 Net utility plant and equipment in service 18,159,919 18,270,415 TOTAL ASSETS $27,393,421 $27,041.978 42 CITY OF EULESS, TEXAS WATER AND SEWER SYSTEM FUND COMPARATIVE BALANCE SHEETS SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1992 1993 1992 LIABILITIES AND FUND EQUITY Current liabilities: Payable from current assets: Overdrafts payable $ 1,748,972 $ 2,138,240 Accounts payable 163,312 44,949 Accrued salaries and wages 107,332 66,707 Due to other governments 13,055 Total current liabilities 2,019,616 2,262,951 Current obligations payable from restricted assets: Customer and escrow deposits 683,254 608,351 Current portion of bonds payable 325,000 305,000 Accrued interest 42,352 66,908 Bonds payable 3,620,000 3,945,000 Deferred revenue 103,873 111,673 Total liabilities 6,794,095 7,299,883 Fund equity: Contributed capital: From subdividers 13,902,950 13,789,751 From Environmental Protection Agency 239,617 239,617 From Trinity River Authority 15,000 15,000 14,157, 567 14, 044,368 Accumulated depreciation on assets acquired with contributed capital 5,074,789 4,650,062 Net contributed capital 9,082,778 9,394,306 Retained Earnings: Reserved for: Revenue bond retirement 1,166,853 1,453,502 Emergency 500,000 500,000 Construction 596,644 Total reserved 1,666,853 2,550,146 Unreserved 9,849,695 7,797,643 Total retained earnings 11,516,548 10,347,789 Total fund equity 20,599,326 19,742,095 TOTAL LIABILITIES AND FUND EQUITY $27,393,421 $27,041,978 43 CITY OF EULESS, TEXAS WATER AND SEWER SYSTEM FUND COMPARATIVE STATEMENTS OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 1993 1992 Operating revenues: Water service $ 5,874,020 $ 4,986,564 Sewer service 3,106,810 2,554,417 Service fees and miscellaneous 450,158 490.115 Total operating revenues 9,430,988 8,031,096 Operating expenses: General and administrative 538,135 350,708 Water production 2,970,503 3,078,032 Water distribution 287,462 295,324 Utility engineering 204,730 192,661 Sewage collection and treatment 1,369,629 1,255,067 Nondepartmental 1,557,441 1,478,237 Service center 463,335 477,063 Depreciation 836,334 827,711 Amortization 7,761 7,761 Total operating expenses 8,235.330 7,962,564 Operating income 1,195,658 68,532 Nonoperating revenues (expenses) Investment income 184,207 311,897 Gain (loss) on sale of equipment (14,808) Interest on bonds (185,808) (199.341) Total nonoperating revenues, net (1,601) 97.748 Income before operating transfers 1,194,057 166,280 Operating transfers in 25,000 Operating transfers out (475.025) (397,421) Income (loss) before extraordinary Toss 744,032 (231,141) Extraordinary Toss on advanced refunding (163,386) Net income (loss) 744,032 (394,527) Add depreciation on fixed assets acquired with contributed capital 424,727 446,964 Increase in Retained earnings 1,168,759 52,437 Retained earnings, beginning of year 10,347.789 10,295.352 Retained earnings, end of year $11,516.548 $10,347,789 44 CITY OF EULESS, TEXAS WATER AND SEWER SYSTEM FUND COMPARATIVE SCHEDULE OF OPERATING EXPENSES YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 1993 1992 General and administrative: Salaries and benefits $ 348,195 $ 246,645 Postage and supplies 57,562 43,247 Maintenance of office machinery 40,631 22,742 Bad debts 15,242 22,274 Other 76.505 15,800 538,135 350,708 Water production: Salaries and benefits 249,528 228,247 Operating supplies and expense 36,867 9,932 Maintenance of structures and equipment 37,286 32,385 Water - Trinity River Authority 2,646,822 2,797,120 Other 10,348 2,970,503 3,078,032 Water distribution: Salaries and benefits 192,992 210,680 Operating supplies and expenses 16,955 5,249 Maintenance of structures and equipment 45,058 34,947 Water - Trinity River Authority 32,457 38,462 Other 5,986 287,462 295,324 Utility engineering: Salaries and benefits 160,763 160,234 Operating supplies and expense 29,114 6,435 Maintenance of structures and equipment 11,427 10,187 Contractual services 3,426 15,805 204,730 192,661 Sewage collection and treatment: Salaries and benefits 180,725 165,387 Operating supplies and expense 21,833 12,951 Maintenance of structures and equipment 21,192 6,678 Treatment fees - Trinity River Authority 1,145,879 1,057,569 Other 12,482 1,369,629 1,255, 067 Nondepartmental: Salaries and benefits 402,117 359,973 Operating supplies and expenses 31,834 373,459 Contractual services 648,465 342,466 Franchise fees 475,025 397,421 Other 4,918 1,557,441 1,478,237 45 CITY OF EULESS, TEXAS WATER AND SEWER SYSTEM FUND COMPARATIVE SCHEDULE OF OPERATING EXPENSES YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 1993 1992 Service center: Salaries and benefits $ 158,523 $ 152,411 Motor fuel and supplies 240,029 251,592 Maintenance of structures and equipment 48,031 67,053 Other 16.752 6,007 463,335 477,063 Depreciation and amortization 844,095 835,472 Total operating expenses $8,235,330 $ 7,962,564 46 CITY OF EULESS, TEXAS WATER AND SEWER SYSTEM FUND COMPARATIVE STATEMENTS OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 1993 1992 OPERATING ACTIVITIES Operating income $ 1,195,658 $ 68,532 Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation and amortization expenses 844,095 835,472 Increase (decrease) due to net changes in: Accounts Receivable and unbilled revenue (435,911) (114,536) Due from other funds 100,000 100,000 Prepaids and deposits 428,336 (429,826) Overdrafts payable (389,268) 833,286 Accounts payable 118,363 35,088 Accrued salaries and wages 40,625 25,999 Customer and escrow deposits 74,903 28,494 Deferred revenue (7,800) (7,800) Intergovernmental payable (13,0551 13,055 Total adjustments 760.288 1,319,232 Net cash provided by operating activities 1,955,946 1,387,764 NONCAPITAL FINANCING ACTIVITIES Interest paid on bonds (210,364) (199,341) Reduction in bonds payable (305,000) (335,000) Operating transfers in 25,000 Operating transfers out (475,025) (397,421) Proceeds from bond sales 2,335,000 Deposit to advance refunding escrow account (2,238,386) Bond issuance costs (85,373) Net cash used in noncapital financing activities (965,389) (920,521) CAPITAL AND RELATED FINANCING ACTIVITIES Contributions in aid to construction 113,199 174,937 Purchase of utility plant and equipment in service (725,838) (281,293) Net cash used in capital and related financing activities (612,639) (106,356) INVESTING ACTIVITIES Purchase of investment securities (2,099,856) (6,357,264) Proceeds from sale or maturity of investment securities 656,159 5,467,617 Interest received on investments 240,201 256,918 Net cash used in investing activities (1,203,496) (632,729) Net decrease in cash and cash equivalents (825,578) (271,842) Cash and cash equivalents, beginning of year 1,744,104 2,015,946 Cash and cash equivalents, end of year $ 918,526 $ 1,744,104 47 CITY OF EULESS, TEXAS WATER AND SEWER SYSTEM FUND AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 1993 Capital Operating Projects Account Account ASSETS Current assets: Cash and cash equivalents $ Short-term investments 4,284,512 Accounts receivable and unbilled revenue less allowance for estimated uncollectible accounts of $1,463 in 1993 and 1992 1,505,356 Accrued interest receivable 29,583 Prepaid and deposits 1,490 Due from other funds 418,601 Total current assets 6,239,542 Restricted assets: Revenue bond debt service: Cash with paying agent Revenue bond retirement: Investments with paying agent, at cost Revenue bond emergency: Short-term investments 500,000 Property sale proceeds account: Investments with paying agent, at cost Capital projects account: Cash and cash equivalents 90,991 Short-term investments 200,000 Customer deposits: Cash and cash equivalents 671,867 Interest receivable on investments 2,129 Total restricted assets 1,171, 867 293,120 Bond issuance cost 85,373 Less accumulated amortization 15.522 Net bond issuance cost 69,851 Utility plant and equipment in service, at cost: Land 1,528,966 Equipment 1,047,646 Waterworks and sanitary sewer system 25,480,688 Construction in progress 728,484 28,057,300 728,484 Less accumulated depreciation 10,646,075 Net utility plant and equipment in service 17,411,225 728,484 TOTAL ASSETS $24,892,485 $ 1,021,604 48 Bond Service Debt Total Reserve Center Impact Fees Service September 30, Account Account Account Account Eliminations 1993 $ $ $ 93,657 $ 23,593 $ $ 117,250 156,260 4,440,772 1,505,356 29,583 1,490 418,601 249,917 23,593 6,513,052 38,418 38,418 653,758 653,758 500,000 467,226 467,226 90,991 200,000 671,867 26,210 28,339 1,185,612 2,650,599 85,373 15,522 69,851 1,528,966 20,210 1,067,856 25,480,688 728,484 20,210 28,805,994 10,646,075 20,210 18,159, 919 $ 1,185,612 $ 20,210 $ 249,917 $ 23,593 $ $27,393,421 49 CITY OF EULESS, TEXAS WATER AND SEWER SYSTEM FUND AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 1993 LIABILITIES AND FUND Current liabilities: Payable from current assets: Overdrafts payable Accounts payable Accrued salaries and wages Total current liabilities Capital Operating Projects Account Account $ 1,695,806 $ 91,031 107,332 1,894,169 Current obligations payable from restricted assets: Customer and escrow deposits 683,254 Current portion of bonds payable 325,000 Accrued interest Bonds payable 3,620,000 Deferred revenue 103.873 Total liabilities 6,626,296 Fund equity: Contributed capital: From subdividers 13,902,950 From Environmental Protection Agency 239,617 From Trinity River Authority 15.000 14,157, 567 Accumulated depreciation on assets acquired with contributed capital 5,074.789 Net contributed capital 9,082,778 47,275 47,275 47,275 Retained Earnings: Reserved for: Revenue bond retirement Emergency 500,000 Total reserved 500,000 Unreserved 8,683,411 974,329 Total retained earnings 9,183.411 974.329 Total fund equity 18,266,189 974,329 TOTAL LIABILITIES AND FUND EQUITY $24,892,485 $ 1.021,604 50 Bond Service Debt Reserve Center Impact Fees Service Account Account Account Account Eliminations Total September 30, 1993 $ 53,166 $ $ $ $ 1,748,972 25,006 163,312 107,332 78,172 2,019,616 683,254 325,000 42,352 42,352 3,620,000 103,873 42,352 78,172 6,794,095 13, 902, 950 239,617 15,000 14,157, 567 5,074,789 9,082,778 1,143,260 23,593 1,166,853 500,000 1,143,260 23,593 1,666,853 (57.9621 249,917 9,849,695 1,143,260 (57,9621 249,917 23,593 11,516,548 1,143,260 (57,962) 249,917 23,593 20,599,326 $ 1,185,612 $ 20,210 $ 249,917 $ 23,593 $ $27,393,421 51 CITY OF EULESS, TEXAS WATER AND SEWER SYSTEM FUND AGGREGATING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS ACCOUNTS YEAR ENDED SEPTEMBER 30, 1993 Capital Operating Projects Account Account Operating revenues: Water service $ 5,874,020 $ Sewer service 3,106,810 Service fees and miscellaneous 450.158 Total operating revenues 9,430,988 Operating expenses: General and administrative 380,405 Water production 2,970,503 Water distribution 287,462 Utility engineering 204,730 Sewage collection and treatment 1,369,629 Nondepartmental 1,557,441 Service center Depreciation 836,334 Amortization 7,761 Total operating expenses 7.614.265 116,897 116.897 Operating income (loss) 1,816,723 (116,897) Nonoperating revenues (expenses) Investment income 126,375 12,000 Gain (loss) on sale of equipment Interest on bonds Total nonoperating revenues, net 126,375 12,000 Income (loss) before operating transfers 1,943,098 (104,897) Operating transfers from other funds or other water and sewer accounts 445,083 237,717 Operating transfers to other funds or other water and sewer accounts (1,594.590) Net income 793,591 132,820 Add depreciation on fixed assets acquired with contributed capital 424,727 Increase in Retained earnings 1,218,318 132,820 Retained earnings, beginning of year 7,965,093 841,509 Retained earnings (deficit), end of year $ 9.183,411 $ 974.329 52 $ Bond Service Debt Year Ended Reserve Center Impact Fees Service September 30, Account Account Account Account Eliminations 1993 $ $ $ $ $ 5,874,020 3,106, 810 450,158 9,430, 988 328 39,828 677 538,135 2,970,503 287,462 204,730 1,369,629 1,557,441 463,335 463,335 836,334 7,761 328 463,335 39,828 677 8,235,330 (328) (463,335) (39,828) (677) 1,195,658 41,598 4,234 184,207 (58,243) (127,565) (185.808) (16,645) 4,234 (127,565) (1,601) (16,973) (463,335) (35,594) (128,242) 1,194,057 490,000 113,199 128,566 1,389,565 25,000 (270. 000) 1,389, 565 (475.025) (286,973) 26,665 77,605 324 744,032 424,727 (286, 973) 26,665 77,605 324 1,168, 759 1,430,233 (84,627) 172,312 23,269 10,347,789 $ 1,143,260 $ (57,962) $ 249,917 $ 23,593 $ $11,516,548 53 T M■ OIT• OP E* INTERNAL SERVICE FUNDS Equipment Replacement Funds - to account for the accumulation of funds planned to be used in replacing existing equipment. Funding is provided annually by the user departments. Insurance Fund - to account for the revenue and expenses resulting from providing health insurance to the City's employees. Risk Management Fund - to account for the revenue and expenses applicable to the self-insurance program for worker's compensation and for general liability and property claims. Cash and Debt Management Fund - to account for the revenues and expenses incurred in providing cash and debt management services to all funds. Funding is provided by a predetermined amount of earned investment income, not to exceed total fund expenses. 54 CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING BALANCE SHEETS SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1992 Equipment Risk Cash Replacement Insurance Management and Debt Totals Fund Fund Fund Management 1993 1992 ASSETS Cash and cash equivalents $ 302,862 $ 135,183 $ 533,679 $ $ 971,724 $ 746,331 Due from other governments 2.985 Total currents assets 302,862 135,183 533,679 971,724 749,316 Equipment, at cost, net of accumulated depreciation of $146,238 737.280 737,280 734,697 TOTAL ASSETS $1,040,142 $ 135,183 $ 533.679 $ $1,709,004 $1,484,013 LIABILITIES AND RETAINED EARNINGS Accounts payable $ 9,664 $ 50,766 $ 10,610 $ 71,040 $ 151,083 Due to other funds 62,605 62,605 62.605 Total current liabilities 9,664 50,766 73,215 133,645 213,688 Retained earnings: Reserved: Insurance 41,000 41,000 Workers' compensation 100,000 100,000 Liability 100,000 100.000 Total reserved 41,000 200,000 241,000 Unreserved 1,030,478 43,417 260.464 1,334,359 1,270,325 Total retained earnings 1,030.478 84.417 460,464 1,575,359 1,270,325 TOTAL LIABILITIES AND RETAINED EARNINGS $1.040.142 $ 135,183 $ 533,679 $ $1,709,004 $1,484.013 55 CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 Equipment Risk Cash Replacement Insurance Management and Debt Totals Fund Fund Fund Management 1993 1992 Operating revenues: Insurance premiums $ $1,092,996 $ 621,239 $ $1,714,235 $1,657,547 Service fees and miscellaneous 232,877 232,877 216.748 Total operating revenues 232,877 1,092,996 621,239 1,947,112 1,874,295 Operating expenses: General and administrative 63,852 111,395 223,162 Insurance costs 922,180 104,622 Depreciation 174,802 Total operating expenses 238,654 1,033,575 327,784 Operating income (loss) (5,777) 59,421 293,455 44,994 443,403 188,970 1,026,802 1,342,299 174,802 117,868 44,994 1,645,007 1,649.137 (44, 994) 302,105 225,158 Nonoperating revenues (expenses): Investment income 4,453 2,435 44,994 51,882 59,318 Gain (loss) on sale of fixed assets (3.839) (3,839) Total nonoperating revenues, net 614 2,435 44,994 48,043 59.318 Income (loss) before operating transfers (5,163) 59,421 295,890 350,148 284,476 Operating transfers in 3,090 75,000 78,090 192,983 Operating transfers out (27.758) (95,446) (123,204) (143,850) Net income (loss) (2,073) 106,663 200,444 305,034 333,609 Retained earnings, beginning of year 1,032.551 (22.246) 260,020 1,270,325 936,716 Retained earnings, end of year $1,030,478 $ 84,417 $ 460,464 $ $1,575,359 $1,270,325 56 CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1993 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1992 Equipment Replacement Fund OPERATING ACTIVITIES Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities: Depreciation expense Increase in due from other governments Increase (decrease) in accounts payable Increase (decrease) in overdrafts payable Total adjustments Net cash provided by operating activities NONCAPITAL FINANCING ACTIVITIES Operating transfers in Operating transfers out Net cash provided by (used in) noncapital financing activities CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of equipment Sale of equipment Net cash provided by (used in) capital and related financing activities INVESTING ACTIVITIES Interest received on investments Net increase in cash and cash equivalents Cash and cash equivalents, beginning of year Cash and cash equivalents, end of year $ (5,777) 174,802 9,664 184,466 178,689 3,090 3,090 (230,649) 49,425 (181,224) 4,453 5,008 297.854 $ 302,862 Insurance Fund Risk Management Fund Cash and Debt Management $ 59,421 $ 293,455 $ 2,985 (35, 738) (53, 969) (32.753) (53.969) 26,668 239,486 75,000 (27, 758) 47,242 73,910 61.273 $ 135,183 57 (95.446) (95,446) 2.435 146,475 387,204 533,679 Totals 1993 1992 $ 347,099 $ 225,158 174,802 117,868 2,985 (2,985) (80,043) 15,079 (5,452) 97,744 124,510 444,843 349,668 78,090 192, 983 (123.204) (143,850) (45,114) 49,133 (230,649) (284,675) 49,425 (181,224) (284,675) 6,888 225,393 746.331 59.318 173,444 572.887 $ $_971,724 $ 746,331 DEFERRED COMPENSATION AGENCY FUND To account for assets held for employees in accordance with the provisions of Internal Revenue Code Section 457. 58 Assets: Investments Liabilities: Deferred compensation benefits payable CITY OF EULESS, TEXAS DEFERRED COMPENSATION AGENCY FUND STATEMENT OF CHANGES IN ASSETS AND LIABILITIES YEAR ENDED SEPTEMBER 30, 1993 Balance Balance September 30, September 30, 1992 Additions Deletions 1993 $ 2,067,164 $ 396,506 $ 150,359 $ 2,313.311 $ 2,067,164 $ 396,506 $ 150,359 $ 2,313.311 59 GENERAL FIXED ASSETS ACCOUNT GROUP To account for fixed assets not used in proprietary fund operations. 60 CITY OF EULESS, TEXAS SCHEDULE OF GENERAL FIXED ASSETS - BY SOURCE SEPTEMBER 30, 1993 AND 1992 1993 1992 General fixed assets: Land $ 871,250 $ 871,250 Building 4,927,995 4,927,995 Improvements other than buildings 1,591,923 1,547,829 Machinery and equipment 3,907,749 3,798,616 Total general fixed assets $ 11,298,917 $ 11,145,690 Investment in general fixed assets by source: General fund $ 5,045,030 $ 4,951,051 Special revenue funds 330,669 316,522 Capital projects funds 5,923,218 5,878,117 Total investment in general fixed assets $ 11,298,917 $ 11,145,690 61 CITY OF EULESS, TEXAS SCHEDULE OF GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY SEPTEMBER 30, 1993 Function and Activity General government Public safety Culture and recreation Highways and streets Construction -in -progress Total General Fixed Assets Improvements Other than Land Building Buildings $ 269,959 $1,382,874 $ 59,094 234,325 1,315,968 36,758 366,966 2,229,153 885,240 610,831 Machinery and Equipment Total $ 643,089 $ 2,355,016 2,247,222 3,834,273 594,025 4,075,384 325,957 325,957 97,456 708,287 $ 871,250 $4,927,995 $1,591,923 $3,907,749 $11,298,917 62 CITY OF EULESS, TEXAS SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY YEAR ENDED SEPTEMBER 30, 1993 General Fixed Assets Function September 30, and Activity 1992 Additions General government $ 2,261,037 $ 93,979 $ Public safety 3,815,545 18,728 Culture and recreation 4,074,835 549 Highways and streets 325,957 Construction -in -progress 668,316 39.971 $11,145,690 $ 153.227 $ Deletions General Fixed Assets September 30, 1993 $ 2,355,016 3,834,273 4,075,384 325,957 708,287 $11,298,917 63 STATISTICAL SECTION (unaudited) Table 1 CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION LAST TEN FISCAL YEARS (Unaudited) General Fiscal Govern- Public Culture- Debt Year ment Safety Streets Recreation Service Other Total 1984 $905,018 $3,529,424 $364,058 $859,754 $506,439 $509,600 $6,674,293 1985 1,060,047 3,963,322 401,902 947,590 780,540 592,995 7,746,396 1986 1,197,589 4,954,072 424,806 1,015,965 964,011 760,176 9,316,619 1987 1,316,296 4,649,517 402,974 1,034,905 1,341,171 593,150 9,338,013 1988 1,436,132 5,503,148 396,572 1,217,531 1,313,298 567,795 10,434,476 1989 1,385,187 5,643,811 480,722 1,332,050 1,357,689 648,861 10,848,320 1990 1,535,020 5,633,042 541,013 1,371,962 1,486,417 1,011,379 11, 578, 833 1991 1,560,800 5,723,750 507,226 1,231,257 1,772,314 1,208,755 12, 004,102 1992 2,020,872 5,616,915 454,150 1,348,652 1,617,947 946,839 12,005,375 1993 2,054,992 5,968,815 487,759 1,397,600 1,683,671 965,820 12,558,657 Note: Includes General Fund and Debt Service Fund. 64 Table 2 CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL REVENUES BY SOURCE LAST TEN FISCAL YEARS (Unaudited) Charges for Interest Licenses Inter- Service Income Fiscal and govern- and Fines and Other Year Taxes Permits mental Fines and Fees Revenues Total 1984 $4,967,971 $601,181 $402,107 $38,484 $265,800 $594,673 $6,870,216 1985 5,902,338 429,929 521,896 51,401 356,381 702,740 7,964,685 1986 6,374,355 330,136 601,988 60,466 423,482 664,199 8,454,626 1987 7,450,693 201,468 535,814 52,890 413,120 729,595 9,383,580 1988 8,044,902 164,031 380,612 54,682 501,151 610,444 9,755,822 1989 8,394,653 222,424 265 43,053 904,238 1,035,689 10,600,322 1990 8,529,240 290,944 19,078 55,163 1,158,986 929,589 10,983,000 1991 9,262,024 237,400 91,064 54,399 971,875 740,796 11,357,558 1992 9,550,034 210,525 46,405 64,601 1,291,629 448,765 11,611,959 1993 10,274,743 312,660 54,797 59,042 1,353,196 413,151 12,467,589 Note: Includes General Fund and Debt Service Fund. 65 Table 3 CITY OF EULESS, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS (Unaudited) Percent of Ratio of Percent of Current Delinquent Total Tax Outstanding Delinquent Fiscal Total Current Tax Taxes Tax Total Tax Collections Delinquent Taxes to Year Tax Lew Collections Collected Collections Collections to Tax Lew Taxes Tax Lew 1984 $2,808,055 $2,745,623 97.78% $77,156 $2,822,779 100.52% $268,760 9.57% 1985 3,298,386 3,182,483 96.49 127,288 3,309,771 100.35 256,955 7.79 1986 3,814,110 3,575,594 93.75 76,236 3,651,830 95.75 393,256 10.31 1987 4,485,209 4,704,417 97.09 167,892 4,872,309 100.56 428,865 8.85 1988 5,001,323 4,921,426 98.40 174,978 5,096,404 101.90 355,562 7.11 1989 4,975,719 4,926,213 99.00 165,469 5,091,682 102.33 331,891 6.67 1990 5,162,838 5,150,783 99.77 175,439 5,326,222 103.16 329,745 6.39 1991 5,717,223 5,586,764 97.72 106,503 5,693,267 99.58 349,226 6.11 1992 5,889,411 5,765,733 97.95 147,498 5,916,231 100.46 577,695 9.81 1993 5,943,537 5,880,688 98.94 73,853 5,954,541 100.19 239,370 4.03 66 CITY OF EULESS, TEXAS ASSESSED AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS (Unaudited) Real Property Personal Estimated Fiscal Assessed Actual Assessed Year Value Value Value 1984 $343,084,060 $343,084,060 $58, 805, 741 1985 697, 008, 884 697,008, 884 68, 347, 443 1986 779, 704, 042 779, 704, 042 88, 759, 776 1987 1,080,231,222 1,080,231,222 101,144, 524 1988 1,024,645,236 1,024,645,236 112,007, 718 1989 968, 871,391 968, 871,391 112, 795, 668 1990 967,682,949 967,682,949 117,494,828 1991 1,050,436,076 1,050,436,076 108, 768,428 1992 872,811,737 872, 811,737 127, 990,604 1993 965,322,639 965,322,639 136,823,626 Source: Tarrant Appraisal District 67 Table 4 Ratio of Total Assessed Property Total to Estimated Actual Assessed Actual Actual Value Value Value Value $58, 805, 741 $401, 889, 801 $401, 889, 801 100% 68,347,443 765,356,327 765,356,327 100 88,759,776 868,463,818 868,463,818 100 101,144, 524 1,181,375, 746 1,181,375,746 100 112,007,718 1,136,652,954 1,136,652,954 100 112,795,668 1,081,667,059 1,081,667,059 100 117, 494, 828 1,085,177,777 1,085,177,777 100 108,768,428 1,159,204,504 1,159,204,504 100 127, 990, 604 1, 000, 802,341 1, 000, 802, 341 100 136, 823, 626 1,102,146, 265 1,102,146, 265 100 68 Table 5 CITY OF EULESS, TEXAS PROPERTY TAX RATES ALL OVERLAPPING GOVERNMENTS PER $100 OF ASSESSED VALUE LAST TEN FISCAL YEARS (Unaudited) Fiscal Junior Year Citv (1) School (2) County (3) Hospital (3) Colleae (3) Total 1984 $.7000000 $1.2400 $.125000 $.104000 $.031000 $2.2000000 1985 .4400000 .7400 .125000 .104000 .031000 1.4400000 1986 .4400000 .8200 .098660 .096340 .031650 1.4866500 1987 .4200000 .7800 .117720 .111250 .031530 1.4605000 1988 .4400000 .9169 .117720 .111250 .031530 1.6174000 1989 .4600000 1.0200 .156509 .133000 .031480 1.8009800 1990 .4875000 1.0600 .182000 .153000 .033000 1.9155000 1991 .5408500 1.3200 .236800 .205800 .038400 2.3418500 1992 .5985637 1.5050 .277100 .229100 .043292 2.6536837 1993 .6186170 1.5150 .271880 .242100 .046710 2.6943070 Notes: A. General property taxes for cities are limited by the Texas Constitution to $2.50 per $100 of assessed valuation. B. City general property taxes are due each year on October 1 and become delinquent on February 1 each year. Penalties and interest are assessed on late payments. There are no discounts. C. The City's taxes are collected by Tarrant County and are distributed to the City as collected. Sources: (1) (2) (3) City records Hurst -Euless -Bedford Independent School District Tarrant County 69 Table 6 CITY OF EULESS, TEXAS RATIO OF NET GENERAL OBLIGATION BONDED DEBT TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA LAST TEN FISCAL YEARS (Unaudited) Net Net Bonded Net General Debt to Bonded Fiscal Estimated Assessed Bonded Assessed Debt Per Year Population (1) Value (2) Debt Value Capita 1984 32,350 $401,889,801 7,539,858 1.88% $233 1985 36,050 765,356,327 8,746,367 1.14 243 1986 37,650 868,463,818 10,083,064 1.16 268 1987 38,700 1,181, 375, 746 10, 366, 504 .88 268 1988 39,750 1,136,652,954 10,181,354 .90 256 1989 40,250 1, 081, 667, 059 10, 906, 633 1.01 271 1990 38,149 1,085,177,777 12, 243, 552 1.13 298 1991 38,369 1,159,204, 504 11, 521,321 .99 300 1992 38,760 1,000,802,341 11,281,740 1.13 291 1993 38,778 1,092,468,318 11,321,467 1.04 291 (1) Estimates by North Central Texas Council of Governments as of January 1, 1993. (2) Tarrant Appraisal District 70 Table 7 CITY OF EULESS, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT SEPTEMBER 30, 1993 (Unaudited) Percentage Amount Applicable Applicable Net Debt to City to City Jurisdiction Outstanding of Euless of Euless City of Euless $11,321,467 100.00% $11,321,467 Grapevine-Colleyville Independent School District 69,718,660 2.12 1,478,036 Hurst -Euless -Bedford Independent School District 55,619,964 26.79 14,900,588 Tarrant County 158,654,443 2.72 4,315,401 Tarrant County Hospital District 38,063,631 2.72 1,035,331 Tarrant County Junior College District 41,285,000 2.72 1,122.952 Total direct and overlapping debt $34,173.775 Ratio of direct and overlapping funded debt to taxable assessed valuation 3.13% Per capital direct and overlapping bonded debt $ 881 71 Table 8 CITY OF EULESS, TEXAS RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR NET GENERAL BONDED DEBT TO TOTAL GENERAL EXPENDITURES LAST TEN FISCAL YEARS (Unaudited) Ratio of Debt Service Interest Total to and Total General General Fiscal Fiscal Debt Expendi- Expendi- Year Principal Charges Service tures tures 1984 $195,000 $311,439 $506,439 $6,674,293 7.59% 1985 230,000 550,540 780,540 7,746,396 10.08 1986 290,000 674,011 964,011 9,316,619 10.35 1987 60,428 1,280,743 1,341,171 9,338,013 14.36 1988 549,732 763,566 1,313,298 10,434,476 12.59 1989 589,342 768,347 1,357,689 10,848,320 12.52 1990 639,281 847,136 1,486,417 11,578,833 12.84 1991 804,572 967,742 1,772,314 12,004,102 14.76 1992 765,000 852,947 1,617,947 12, 005, 375 13.48 1993 855,000 828,671 1,683,671 12,558,657 13.41 72 Table 9 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE WATER AND SEWER BONDS LAST TEN FISCAL YEARS (Unaudited) Net Direct Revenue Interest Gross Operating Available and Fiscal Revenue Expenses for Debt Fiscal Coverage Year (1) (2) & (3) Services Principal Charoes Total Ratio 1984 $5,197,388 $3,100,233 $2,097,155 $165,000 $475,323 $640,323 3.28 1985 6,601,117 3,691,945 2,909,172 250,000 422,923 672,923 4.32 1986 6,169,486 4,865,806 1,303,680 255,000 406,625 661,625 1.97 1987 7,677,625 5,595,639 2,081,986 275,000 390,012 665,012 3.13 1988 7,273,249 6,133,001 1,140,248 305,000 372,300 677,300 1.68 1989 7,442,771 5,550,251 1,892,520 310,000 347,301 657,301 2.88 1990 8,022,688 6,759,516 1,263,172 320,000 327,288 647,288 1.95 1991 7,796,635 6,314,851 1,481,784 290,000 312,925 602,925 2.46 1992 8,342,993 7,127,092 1,215,901 335,000 199,341 534,341 2.28 1993 9,615,195 7,391,235 2,223,960 305,000 185,808 490,808 4.53 Notes: 1. Operating revenues and investment interest of Water and Sewer Fund. 2. Total operating expenses of Water and Sewer Fund exclusive of depreciation and amortization. 3. Excludes amortization and depreciation and includes theoretical debt service payments made to Trinity River Authority treated as operating expense for bond coverage purposes through 1989; subsequent to fiscal 1989, accounting for Trinity River Authority payments was changed and is consistent with the debt service treatment above. 73 Table 10 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE DRAINAGE UTILITY BONDS LAST TWO FISCAL YEARS (Unaudited) Net Revenue Interest Gross Direct Available and Fiscal Revenue Operating for Debt Fiscal Coverage Year (1) Expenses Services Principal Charges Total Ratio 1992 $391,839 $217,579 $174,260 $ $103,193 $103,193 1.69 1993 371,241 65,326 305,915 25,000 142,552 167,552 1.83 Note: The Drainage Utility Fund had no outstanding debt or debt service prior to 1992. (1) Includes operating revenue and interest earned on investments. 74 Table 11 CITY OF EULESS, TEXAS DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS (Unaudited) Per Capita School Unemployment Fiscal Income Enrollment Rate Year Population (1) (2) (3) (4) 1984 32,350 13,006 15,606 4.2% 1985 36,050 13,940 15,248 5.0 1986 37,650 14,828 16,067 6.7 1987 38,700 15,739 16,818 6.9 1988 39,750 16,650 16,887 5.7 1989 40,250 17,560 17,011 5.8 1990 38,149 18,471 18,700 5.6 1991 38,369 19,382 18,707 7.0 1992 38,760 20,293 18,720 7.4 1993 38,778 20,303 18,981 5.6 Notes: 1. Estimates by North Central Texas Council of Governments as adjusted for 1990 census data. 2. Estimates by City 3. Hurst -Euless -Bedford Independent School District 4. Texas Employment Commission 75 CITY OF EULESS, TEXAS PRINCIPAL TAXPAYERS SEPTEMBER 30, 1993 (Unaudited) Taxpayer EFW Association Sotogrande Partners TU Electric Southwestern Bell Telephone Company Sunbelt Savings Association Crossmark Partners II, Ltd. AMLI SW Everoak Partners Village Green Investments Prudential Realty Group Type of Business Land Apartments Electric Utility Telephone Utility Land Apartments Retail Apartments Real Estate Real Estate Table 12 1992 Assessed Valuation $19,730,467 1.97% 18, 878, 759 1.89 18, 770, 980 1.88 17, 893, 000 1.79 9,842,351 .98 8,229,118 .82 8,092,929 .81 7,627,285 .76 7,028,131 .70 7.000.000 .70 $123.093.020 12.30% Percentage of Total Assessed Valuation 76 Table 13 CITY OF EULESS, TEXAS TMRS DEFINED CONTRIBUTION PLAN ANALYSIS OF FUNDING PROGRESS LAST FIVE FISCAL YEARS - NOTE 1 (Unaudited) Unfunded Pension Book Value Obligation of Net Unfunded as a Assets Pension Percentage Available Pension Percent- Benefit Annual of Fiscal for Benefit age Obli- Covered Covered Year Benefits Obligation Funded nation (2) Pavroll (3) Pavroll 1989 $8,594,400 $11,295,300 76.09% $2,700,900 $6,781,968 39.82% 1990 9,732,600 12, 706, 000 76.60 2,973,400 6,756,115 44.01 1991 11,109,700 14,290,100 77.74 3,180,400 7,059,604 45.05 1992 13,044,900 16,259,300 80.23 3,214,400 7,567,856 42.47 1993 15,660,032 19,351,466 80.92 3,691,434 7,982,120 46.25 Notes: 1. Pension benefit obligation information is unavailable prior to fiscal year ended 1989. 2. City Records 3. Texas Municipal Retirement System 77 Table 14 CITY OF EULESS, TEXAS PROPERTY VALUE, CONSTRUCTION AND BANK DEPOSITS LAST TEN FISCAL YEARS (Unaudited) Construction (1) Bank Property Number Deposits Value of Year (3) (2) Permits Value 1984 $44,872,000 $401,889,801 1,139 $113,992,018 1985 48,834,000 765,356,327 879 47,670,451 1986 72,689,000 868,463,818 443 42,546,836 1987 93,681,000 1,181,375,746 314 14,128,587 1988 186,022,000 1,136,652,954 405 27,937,240 1989 182,305,000 1,081,667,059 392 23,231,436 1990 89,192,000 1,085,177,777 559 23,370,614 1991 58,469,000 1,159,204,504 289 17, 505,423 1992 71,700,000 1,000,820,341 276 16,126,487 1993 39,198,000 1,092,468,318 331 21,224,743 Notes: 1. City Records 2. Tarrant Appraisal District 3. Bank records. The 1993 data does not includes the deposits of Bank One since the Bank can no longer provide data for the branch location within the City. 78 Table 15 CITY OF EULESS, TEXAS COMPUTATION OF LEGAL DEBT MARGIN SEPTEMBER 30, 1993 (Unaudited) Article XI, Section 5 of the State of Texas Constitution states in part: '... no tax for any purpose shall ever be lawful for any one year, which shall exceed two and one-half percent of the taxable property of such city.' Additionally, the state Attorney General's Office normally limits general property taxes to $1.50 per $100 of assessed valuation for the payment of principal and interest on general obligation bonds. The City's total tax rate for fiscal 1993 was established at $.618617 per $100 of assessed valuation on 100% of appraised value. 79 Table 16 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 1993 (Unaudited) Date of incorporation February 24, 1953 Date of adoption of Charter July 21, 1962 Form of government Home Rule - Council/Manager Mayor - elected at large Six Council members Area 16.9 Square Miles Full time City employees 252 Fire protection: Number of stations Number of certified firefighters Police protection: Number of stations Number of certified officers 3 46 1 56 Parks and recreation: Number of swimming pools 3 Number of parks 19 Area of parks 398 acres Community buildings 3 Ampitheater 1 Library holdings: Books Other 54,776 4,525 Education: Elementary Schools 7 Junior High Schools 2 High School 1 80 Table 16 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 1993 (Unaudited) (continued) City Water and Sewer service: Water Service: Number of Customers 18,337 Maximum daily capacity available from Trinity River Authority 29,000,000 Maximum daily capacity from City water wells 5,760,000 Total daily capacity 34,760,000 Maximum daily consumption 11,540,000 Average daily consumption 7,000,000 Water mains 148 miles Fire hydrants 1,130 Sewer Service: Average daily flow of wastewater 3,140,000 Number of customers 17,937 Sewer mains 125 miles Streets: Improved 150 miles State highways 17.2 miles 81 t I I 1 1 1 1 1 1 1 1 1 1 I