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HomeMy WebLinkAboutFY 1995 Comprehensive Annual Financial Reportc T Y 0 F E U L E S S Comprehensive Annual Financial Report for Year Ending September 30, 1995 JAMES A. CRIBBS BOB Mc FARLAND tPAUL F. WIENESKIE PAUL T. FRANCIS PAUL TOMME tBOARD CERTIFIED, CIVIL APPELLATE LAW — TEXAS BOARD OF LEGAL SPECIALIZATION Weaver & Tidwell 1500 Commerce Bldg. 307 W. 7th Street Fort Worth, Texas 76102 CRIBBS & McFARLAND A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 1OD❑ WEST ABRAM P. ❑. SOX 1306❑ ARLINGTON, TEXAS 76094-0060 January 10, 1996 IN RE: Annual Audit for City of Euless, September 30, 1995 Gentlemen: D/FW METRO TEL: (B17) 461-2000 TELECOPIER: (B17) 275-781❑ JI N 1 1 1996 oty of Eukk s Texas, for Fiscal Year Ending We have been requested by officials of the City of Euless, Texas, to provide you certain information pursuant to request for same. PENDING OR THREATENED LITIGATION, CLAIMS AND ASSESSMENTS: As of September 30, 1995, there were pending items of litigation involving the City of Euless. In each of these instances where damages are sought against the city, however, defense of the city is being assumed by its liability insurance carriers and in no instance should the extent of the claim asserted, even if successful, exceed the limits of insurance coverage available to the City of Euless under existing policies. Therefore, we believe no reserve need be established for such claims as adequate insurance coverage exists for the costs of defense of same and any liability ultimately determined. Therefore, while there were claims outstanding as of September 30, 1995, both threatened or in litigation, it is our opinion that none of such suits or claims will result in a payment obligation of the city in excess of its self insured deductible and which are not fully covered by insurance policies, or which would result in a liability of the city for which any additional reserve or special contingency should be established. UNASSERTED CLAIMS OR ASSESSMENTS: As of the date hereof the undersigned has no knowledge of any claims or assessments, unasserted, or which would be probable of assertion and which, if asserted, would have at least a reasonable possibility of an unfavorable outcome against the city or favorable outcome if asserted by the city. Weaver & Tidwell January 10, 1996 Page 2 SUMMARIZATION OF MATERIAL LITIGATION, CLAIMS AND ASSESSMENTS RELATING TO THE CITY AN RESOLVED SINCE DATE OF LAST REPORT: All claims and litigation asserted against the city as of date of our last report, same being as of September 30, 1995, have, as hereinbefore indicated, either been resolved without imposition of any liability upon the city or, if still pending, will not result in the imposition of any liability against the city not fully compensated from insurance coverage or available insurance funds or other than from funds or reserves established or available to the city. As of September 30, 1995, there were no unpaid invoices for services rendered by the undersigned as City Attorney for the City of Euless, Texas. This response is limited by, and in accordance with, the American Bar Association's Statement of Policy regarding lawyers' responses to auditors' requests for information (December, 1975); without limiting the generality of the foregoing, the limitations set forth in such statement on the scope and use of this response (Paragraphs 2 & 7) are specifically incorporated herein by reference and any description herein of any "loss contingencies" is qualified in its entirety by Paragraph 5 of this statement and accompanying commentary (which is an integral part of the statement). This letter is furnished solely for your information in connection with the examination and preparation of financial statements of the City of Euless, Texas, as of December 30, 1995, and is not to be quoted in whole or in part or otherwise referred to in any financial statement of the company or other document. Nor is it to be filed with any governmental agency or institution or other person without the prior written consent of this firm. Yo MRMkf cc: Mr. Tom Hart, City Manager City of Euless Ms. Diana Ortiz, Director of Finance City of Euless The Honorable Mary Lib Saleh, Mayor City of Euless 0247a McFarland WEAVER AND TIDWELL 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 FACSIMILE(817)429-5936 January 17, 1996 To the Honorable Mayor, City Council and City Manager The City of Euless, Texas DALLAS OFFICE THREE FOREST PLAZA, 19TH FLOOR 12221 MERIT DRIVE DALLAS, TEXAS 75251 (214) 490.1970 In planning and performing our audit of the financial statements of the City of Euless, Texas, for the year ended September 30, 1995, 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 City's ability to record, process, summarize, and report financial data consistent with the assertions of management in the financial statements. Investments The City has a procedure of authorizing investment decisions by verbal approval from the Director of Finance. We recommend that all authorizations for investment decisions be written in order to safeguard against unauthorized investment activity. Management's Response: In light of the recent legislation, the City has been preparing for additional reporting. An internal control procedure has therefore been implemented to comply with this recommendation. All investment purchase instructions are required to have an authorized signature of the City before the bank proceeds with any investment transactions. The authorized signatures consist of those on the bank's signature card. These instructions have been provided to Landmark Bank. Accounts Payable The City has a procedure of filing all accounts payable invoices in a file room in its finance offices for future reference. The City was unable to locate an entire accounts payable vendor file due to lack of control over the accounts payable file room. WEAVER AND TIDWELL CERTIFIED PUBLIC ACCOUNTANTS A REGISTERED LIMITED LIABILITY PARTNERSHIP The City of Euless, Texas January 17, 1996 Page 2 We recommend that the City keep limited access to the accounts payable files by employees not directly related to finance activities. We further recommend that all accounts payable files that leave the finance offices be signed out by employees requesting their use. This will enable the finance office to have adequate control over all accounts payable vendor files and be able to easily locate any files taken from the finance offices. Management's Response: The vendor files and miscellaneous reports in the Finance Department have always been safekept successfully; however, we have implemented additional internal procedures to limit access and closely monitor the files if used by nonfinance employees. Only finance employees will be allowed to gain access to vendor files, file cabinets containing these files will be locked at night and a sign in/out procedure will be required for files needed to be taken out of the department for copying. In addition to performing our audit of the financial statements, we were requested by management to perform an operations review of the Purchasing Department in order to provide recommendations for improvement. We have the following comments related to our current year operations review: Inventory The purchasing department maintains an inventory of office supplies and miscellaneous cleaning products. The purchasing department takes a physical inventory on September 30 of each year. The inventory supply room is shared with the fire department, which makes control over access to the supply room limited. The department has the software to maintain perpetual inventory records, but they are not currently utilizing it. We recommend that an inventory be taken quarterly instead of annually, the balances be entered into the inventory software, and perpetual records be maintained. We further recommend that the fire department move its supply room to another location in order to reduce losses of the purchasing departments inventory, as well as, restrict access to purchasing personnel only. Personnel The purchasing department is currently operating with one employee, the purchasing director. When the purchasing director is out of the office, the office is unattended and purchase orders are not filled until he returns. WEAVER AND TIDWELL CERTIFIED PUBLIC ACCOUNTANTS A REGISTERED LIMITED LIABILITY PARTNERSHIP The City of Euless, Texas January 17, 1996 Page 3 To improve the efficiency of the purchasing function, we recommend that the purchasing office be attended at all times. This could be accomplished by cross - training current employees who would attend to the purchasing function when the director is out or by hiring an additional employee to assist the purchasing director. 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 a 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. /cm CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT Fiscal Year Ending September 30, 1995 CITY OFFICIALS MARY LIB SALEH, MAYOR CARL TYSON, 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 GLENN WALKER, COUNCIL MEMBER PLACE FIVE PLACE SIX - OPEN TOM HART, CITY MANAGER Joe Hennig Assistant City Manager Prepared by Finance Department Diana Ortiz Director of Finance CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1995 TABLE OF CONTENTS INTRODUCTORY SECTION Page(s) Letter of transmittal 1-VII GFOA certificate of achievement VIII Organizational chart IX FINANCIAL SECTION Independent Auditor's Report General Purpose Financial Statements 1 Combined balance sheet - all fund types and account groups 3 - 6 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 and special revenue funds 7-8 9-10 Combined statement of revenues, expenses and changes in retained earnings - all proprietary fund types 11 Combined statement of cash flows - all proprietary fund types 12 - 13 Notes to financial statements 14 - 30 Supplemental Statements and Schedules Special revenue funds Combining balance sheet 33 Combining statement of revenues, expen- ditures and changes in fund balances 34 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1995 TABLE OF CONTENTS - Continued Supplemental Statements and Schedules - continued Statement of revenues, expenditures and changes in fund balances - budget and actual Capital proiects funds Combining balance sheet Combining statement of revenues, expen- ditures and changes in fund balances Enterprise funds Combining balance sheet Combining statement of revenues, expenses and changes in retained earnings Combining statement of cash flows Water and sewer fund --comparative balance sheets Water and sewer fund --comparative state- ments of revenues, expenses, and changes in retained earnings Water and sewer fund --comparative schedules of operating expenses Water and sewer fund --comparative statements of cash flows Water and sewer fund --aggregating schedule of balance sheet accounts Water and sewer fund --aggregating schedule of revenues, expenses and changes in retained earnings accounts Paqe(s) 35 - 36 38 - 39 40-41 43-44 45 46-47 48-49 50 51 - 52 53 54 - 57 58 - 59 Drainage utility funds --aggregating schedule of balance sheet accounts 60 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1995 TABLE OF CONTENTS - Continued Supplemental Statements and Schedules - continued Pages) Drainage utility funds --aggregating schedule of revenues, expenses and changes in retained earnings accounts Internal service funds 61 Combining balance sheet 63 Combining statement of revenues, expenses and changes in retained earnings 64 Combining statement of cash flows 65 Agency funds Combining balance sheet 67 Statements of changes in assets and liabilities 68 General fixed assets account croup Comparative schedule of general fixed assets - by source 70 Schedule of general fixed assets by function and activity 71 Schedule of changes in general fixed assets by function and activity 72 Table Paae(s) STATISTICAL SECTION (Unaudited) General governmental expenditures by function 1 74 General governmental revenues by source 2 75 Property tax levies and collections 3 76 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1995 TABLE OF CONTENTS - Continued STATISTICAL SECTION (UNAUDITED) - continued Table Page(s) Assessed and estimated actual value of taxable property 4 77 - 78 Property tax rates - all overlapping governments (per $100 of assessed value) 5 79 Ratio of net general bonded debt to assessed value and net bonded debt per capita 6 80 Computation of direct and overlapping debt 7 81 Ratio of annual debt service expenditures for net bonded debt to total general expenditures 8 82 Schedule of revenue bond coverage - Water and Sewer Bonds 9 83 Schedule of revenue bond coverage - Drainage Utility Bonds 10 84 Demographic statistics 11 85 Principal taxpayers 12 86 TMRS defined contribution plan - analysis of funding progress 13 87 Property value and construction 14 88 Computation of legal debt margin 15 89 Miscellaneous statistics 16 90 - 91 INTRODUCTORY SECTION THE CITY OF January 23, 1996 Honorable Mayor & City Council, City Manager, & Citizens of Euless: EULESS The Finance Department of the City of Euless is pleased to submit the Comprehensive Annual Financial Report of the City of Euless, Texas for the fiscal year ended September 30, 1995. Responsibility for both the accuracy of the data, and the completeness and fairness of the presentation, including all disclosures, rests with the City. To the best of our knowledge and belief, the enclosed data is accurate in all material respects and is reported in a manner designed to present fairly the financial position, results of operations, and cash flows of the various funds and account groups of the City. All disclosures necessary to enable the reader to gain an understanding of the City's financial activities have been included. The Comprehensive Annual Financial Report is presented in three sections: Introductory, Financial and Statistical. The Introductory section includes this transmittal letter, the City's organizational chart and a list of principal officials. The financial section includes the general purpose financial statements and supplemental statements and schedules, as well as the report of independent auditors. The Statistical section includes selected financial and demographic information, generally presented on a multi -year basis. GENERAL INFORMATION Euless was settled about 1881 and named for Elisha Adams Euless, a cotton farmer and pioneer. In 1915 the population was 25 and in 1960, 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 City provides to its citizens those services which have proven to be necessary and which can be provided by the City at the least cost. Included in these services under general government and proprietary funds are traditional city functions such as police and fire protection, emergency ambulance service, road and traffic signal maintenance, water and sewer operations, drainage system, parks and recreational facilities, courts, and library services. Other services include planning land use, building inspection, and traffic control. Internal services of the City include Insurance, Risk Management, Equipment Replacement, and Cash/Debt Management. All funds and account groups are discussed in depth in the notes to the financial statements. Even though associations with other entities such as Hurst -Euless -Bedford Independent School District exist, the City Council has no financial accountability, or control over the school district or the other entities referred to in 201 N. Ector Drive, Euless, Texas 76039-3595 817/685-1400 • Metro 817/267-4403 • FAX 817/685-1416 January 23, 1996 Page 2 Note 1 of the financial statements. Accordingly, financial data for the school district and others are not included in the combined financial statements in this report. The Euless Development Corporation, established in Fiscal Year 93, is reported in the Special Revenue series. ECONOMIC CONDITIONS AND OUTLOOK As our City Manager stated in his 1995 reflections in his report entitled Share The Vision: Nineteen Ninety-Five....what an outstanding year. I look around this city and am amazed at everything that is happening. There are beautiful houses and subdivisions being built, the golf course and athletic complex are currently under construction, the 40,000 square foot library, is at least half complete and new restaurants and retail stores are relocating throughout the City. We have broken ground on three major projects in 1995 including the library, golf course and athletic complex. Our library will be considered one of the largest in Northeastern Tarrant County, which will attract citizens from all areas of the metroplex. We are so enthusiastic about building this championship golf course and conference center and feel that Texas Star will be considered one of the elite golf courses in the nation. This athletic complex will be "one of a kind" in this region of Texas, which will allow Euless to host various athletic tournaments ranging from baseball to soccer. Business and restaurants have also targeted Euless as the "center of it all". We have been working diligently to make Bear Creek Mall a reality and I feel very strongly that this will happen in the very near future. As these projects are being built around us, we continue to bring excellent service to our citizens, which is why we received recognition by Texas Business Magazine as the second best managed city in Texas with a population under 50,000. The proposed 94-acre premium regional mall (Bear Creek Mall) could become a reality in Euless soon, as developers and City officials continue to work together to bring this development to the area. The upscale mall is planned for the northwest quadrant of the State Highway 183 and Texas 360 interchange, just southwest of Dallas -Fort Worth International Airport. In 1995 Euless welcomed numerous new businesses to our community including: Ross Dress For Less, Savianos, Schlotzsky's, China Dragon, Murphy's 183 Grill, Village Grill, Pockets, Soup R Salad, Mid Cities Physical Therapy, and Westpark Nursing Center. Also, approximately 174 certificates of occupancy were issued for new and expanding businesses in Euless during 1995. Enhanced growth opportunities in the Euless area are 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 1995 fiscal budget, both elected and appointed officials worked together to identify and address several key programs needed to adequately serve the public, either 11 January 23, 1996 Page 3 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: Maintenance of service levels to citizens; continuation of competitiveness in the employee pay plan; absorption of legislative mandates; and continuation of City Council directives, including repair and/or replace deteriorating infrastructures and improve external and internal communications. Progress Report. Fiscally, the year 1995 has proven successful. City Council members were able to maintain the current rates for water and sewer services while decreasing the tax rate to .616 per $100 valuation. In addition to a merit -based raise package, there will not be any increases in the City's or the employees' costs for the provision of health care. These benefits were made possible through the low rate of claims filed by employees and a positive safety record. Individual and departmental successes have improved city services and enhanced growth in our community. Among the many accomplishments during 1995, Public Works completed one third of the meter change -out program; Engineering completed Sulphur Branch drainage project as well as began several highway and major street projects; EMS expanded transport services with additional equipment; Police Department increased neighborhood block watches by 40%; Finance Department implemented a bad debts collection program with successful results; Leisure Services created an alcohol free New Year's Eve Concert which sold out; recycling program added magazines as the newest item being accepted; and Economic Development Department placed unique entry signs at every entrance of the City. 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. III January 23, 1996 Page 4 General Governmental Functions. Revenues for general governmental functions and general debt service totaled $14,779,658 in 1995, an increase of 9.20 percent over 1994. The increase in revenues is primarily attributable to: activity in Municipal Courts due to implementing a court of record; interest income; franchise settle up, sales tax receipts, license -permits for new development and grant monies. The amount of revenue from various sources and the changes from the previous year are reflected in the following table: Revenue Source Property tax Gross receipts tax General sales tax Fines and fees Licenses and permits Interest income Intergovernmental/Other Increase Percent (decrease) Amount % of Total from 1994 $6,151,989 41.62 $ 74,735 2,172,055 14.70 260,666 3,038,370 20.56 179,228 1,941,505 13.14 349,311 420,624 2.84 56,007 405,290 2.74 180,351 649.825 4.40 145.348 TOTAL REVENUES $14,779,658 100.00% $1,245,646 Percent of increase (decrease) 1.23 13.64 6.27 21.94 15.36 80.17 28.81 In addition to the above general revenue, $537,119 was transferred from various funds, primarily Enterprise funds for general and administrative cost reimbursement. Expenditures for general governmental purposes and general debt service totaled $13,644,017, an increase of 1.23% over 1994. Changes in levels of expenditures for major functions of the City over the preceding year are shown in the following table: Function General government Public safety Streets Parks/Rec./Library Debt Service Nondepartmental TOTAL EXPENDITURES Amount $2,193,512 6,708,056 575,608 1,430,955 1,650,196 1.085.690 $13,644.017 Percent % of Total 16.08 49.16 4.21 10.49 12.10 7.95 100.00% Increase (decrease) from 1994 $ 32,96 112,253 49,472 (83,356) 10,076 44,266 $165,307 Percent of increase (decrease) 1.51 1.70 9.40 (5.5) 0.6 4.25 Iv January 23, 1996 Page 5 The increase in Streets is primarily due to increased personnel and materials cost associated with street maintenance overlay program. Parks/Recreation/Library decreased due to departmental reorganization, Nondepartmental expenditures increased primarily due to the funding of non -recurring capital items, including computer equipment, fire truck reserve, transfer to streets CIP and a historical preservation community project. Revenues Expenditures GmGe.. 16.1'% Enterprise Funds. While the number of water and sewer customers was relatively constant with prior years, the City's water and sewer utility showed a decrease in water revenues as a result of excessive rainfall during the year. Comparative data for the past two fiscal years are presented in the following table. 1995 1994 Income before operating transfers $ 676,104 $ 887,832 Net revenue available for debt service $1,760,109 $1,918,803 Debt service requirements $ 518,430 $ 524,875 Coverage 3.40 times 3.66 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 FY95, $337,163 of revenue was generated and $101,286 of the costs were incurred. Capital improvements were initiated in FY92 relating to the Drainage Utility System and continue through FY95. 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 $614,128 was generated, while class expenses were $628,319. Both experienced an increase from prior year activity, yet a small reserve remains. Euless' Arbor Daze is funded in this account. Debt Administration. General obligation debt, which is directly tax supported, totaled $8,311,586 at September 30, 1995. 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 - $8,017,594; ratio of net bonded debt to assessed value 0.65 and net bonded debt per capita is $202. Tables 8-12 in the Statistical Section of this report present more detailed information about the debt position of the City. V January 23, 1996 Page 6 Sales Tax Revenue Bonds, secured by the January 1993 referendum for half cent sales tax for parks, library and economic development were issued in 1994 for a total of $8,855,000. Revenue bonds, which are secured by the net revenues of the Water and Sewer Enterprise Fund, totaled $5,310,000 at September 30, 1995. 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. 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 $1,578,209. Interest is an important non -tax revenue for the City. Throughout 1995, every $1.00 the City had to invest, approximately $1.00 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 $60,000 and aggregate claims in excess of $996,858. 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, 1995, the general fixed assets of the City amounted to $16,019,888. 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, 1994. 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. VI January 23, 1996 Page 7 Acknowledgments. The preparation of this report on a timely basis could not be accomplished without the efficient and dedicated services of many individuals. I would like to express my appreciation to all members of the Finance Department, especially those in the Accounting Office, who assisted and contributed to its preparation. I would also like to thank the City Manager's Office and the members of the City Council for their interest and support in planning and conducting the financial operations of the City in a responsible and progressive manner. Acknowledgment is also given to the representatives of Weaver and Tidwell for their invaluable assistance in producing this document. Respectfully submitted, Diana G. Ortiz, CGFO, CMFA Director of Finance BT:95LTR-CC.SAM VII The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Euless, Texas for its comprehensive annual financial report for the fiscal year ended September 30, 1994. The Certificate of Achievement is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government financial reports. In order to be awarded a Certificate of Achievement, a government unit must publish an easily readable and efficiently organized comprehensive annual financial report, whose contents conform to program standards. Such CAFR must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. The City of Euless has received a Certificate of Achievement for the last 19 consecutive years. We believe our current report continues to conform to the Certificate of Achievement program requirements, and we are submitting it to GFOA." 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, 1994 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports (CAFRs) achieve the highest standards in government accounting and financial reporting. President Executive Director VIII Bob McFarland City Attorney X Gary Mckamie Police Chief Patrol Crim. Invest. Jail Communications Scott Campbell Administrative Asst. 1 Susan Crim City Secretary r Tom Cox Dir. of Admin. Sep,/ & Econ. Dev. Econ. Dev. Fleet Services Facility Maint. Special Projects Jenny Kratz Mun. Relations Coord. Randy Byers Dir. of Public Works & Development Streets Water/Wastewater Street Sweeping Code Enforce. Environ. Health Animal Control Planning Building Inspection CITIZENS MAYOR and COUNCIL TOM HART City Manager Joe Hennig Assistant City Manager Rick Herold Dir. of Community Services Parks/Leisure Library Beautification Green House Texas Star Golf Paul Kruckemeyer City Engineer Engineering Construction Inspection Development Rev. CIP Management Traffic Safety Drainage George Boring City Judge Diana Ortiz Director of Finance Accounting Utility Billing Budget Mun. Court Cash.Debt. Mgmt. Purchasing Info. Services Pers./Benefits Risk/Insurance Municipal Court of Record Lee Koontz Fire Chief Suppression Ambulance Fire educ. Fire prevent. Fire Marshal Emergency Mgmt. st City Managers Office SECTION AFFILIATIONS SUMMIT INTERNATIONAL ASSOCIATES, INC. ASSOCIATED REGIONAL ACCOUNTING FIRMS To the Honorable Mayor, City Council and City Manager City of Euless, Texas WEAVER AND TIDWELL CERTIFIED PUBLIC ACCOUNTANTS A REGISTERED LIMITED LIABILITY PARTNERSHIP 1500 COMMERCE BUILDING 307 WEST SEVENTH STREET FORT WORTH, TEXAS 76102-5194 (817) 332-7905 FACSIMILE (817) 429-5936 INDEPENDENT AUDITOR'S REPORT DALLAS OFFICE THREE FOREST PLAZA, 17TH FLOOR 12221 MERIT DRIVE DALLAS, TEXAS 75251 (214) 490-1070 We have audited the accompanying general purpose financial statements of the City of Euless, Texas as of and for the year ended September 30, 1995, 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, 1995, and the results of its operations and cash flows of its proprietary fund types 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. Fort Worth, Texas November 30, 1995 2646 WEAVER AND TIDWELL, L.L.P. 1 COMBINED FINANCIAL STATEMENTS - OVERVIEW CITY OF EULESS, TEXAS COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS SEPTEMBER 30,1995 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1994 Governmental Fund Types Special Debt Capital General Revenue Service Projects ASSETS AND OTHER DEBITS Fund Fund Fund Fund Cash and cash equivalents --Note 2 $ $114,565 $45,063 $61,033 Short-term investments --Note 2 4,354,781 8,173,441 208,139 1,775,075 Receivables: Property taxes 238,437 95,956 Accounts receivable and unbilled revenue 220,419 Accrued interest 74,687 185,796 28,373 Due from other funds --Note 8 864,301 812 Due from other governments 1,568 Prepaids and deposits 34,982 Inventories, at cost 13,721 Restricted assets --Note 2 and 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 long-term debt Amount to be provided for retirement of general long-term debt Total assets and other debits $5,802,896 $8,473,802 $349,970 $1,864,481 The Notes to the Financial Statements are an integral part of this statement. 3 (1 of 2) Proprietary Fiduciary Totals Fund Types Fund Type Account Groups (Memorandum only) Internal General General Enterprise Service Agency Fixed Long-term Funds Funds Funds Assets Debt 1995 1994 $153,045 $55,323 $3,058 $ $ $432,087 $1,076,094 5,489,296 820,166 2,709,772 23,530,670 24,304,137 334,393 355,032 1,298,892 1,519,311 1,617,016 110,234 399,090 138,646 218,601 474,786 1,558,500 350,716 1,568 35,166 642 2,661,802 16,019,888 35,624 18,692 13,721 14,327 2,661,802 3,106,429 16,019,888 11,661,850 20,691,662 756,116 21,447,778 21,089,414 137,918 137,918 151,650 1,103,280 1,103,280 1,093,208 17,732, 009 17,732,009 18,888,136 $30,762,092 $2,106,391 $2,712,830 $16,019,888 $18,835,289 $86,927,639 $83,900,513 4 CITY OF EULESS, TEXAS COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS SEPTEMBER 30, 1895 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1994 Governmental Fund Types Special Debt Capital LIABILITIES, FUND EQUITY General Revenue Service Projects AND OTHER CREDITS Fund Fund Fund Fund Liabilities: Overdrafts payable $ $ $ $ Accounts payable 656,521 668,034 20,318 Accrued insurance claims Accrued salaries and wages 280,249 Restricted customer and escrow deposits 750 Accrued interest Due to other funds —Note 8 188,111 570,343 1,046 Bonds and certificates of obligation payable --Notes 3 and 4 Capital leases payable --Notes 3 and 14 Deferred revenue 244,076 55,978 Compensated absences --Note 3 Deferred compensation benefits payable --Note 12 Due to other governments 3,201 Total liabilities 1,372,158 1,238,377 55,978 22,114 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 Risk Management Computer Emergency Recycling Unreserved Fund balances: Reserved for: Debt service 809,288 293,992 Computer 75,000 Park improvements 1,094 Drug enforcement Recycling 3,183 Development agreements 1,296,601 Prepaids 34,982 Betterment 22,092 Unreserved: Designated for: Contingency 510,000 Emergency 500,000 Undesignated 3,284,387 6,426,137 545,766 Total fund equity and other credits 4,430,738 7,235,425 293,992 1,842,367 Total liabilities, fund equity and other credits $5,802,896 $8,473,802 $349,970 $1,864,481 The Notes to the Financial Statements are an integral part of this statement. 5 (2 of 2) Proprietary Fiduciary Totals Fund Types Fund Type Account Groups (Memorandum only) Internal General General Enterprise Service Agency Fixed Long-term Funds Funds Funds Assets Debt 1995 1994 $ $ $ $ $ $0 $1,920,155 747,927 59,025 2,151,825 1,022,226 70,000 70,000 70,000 78,631 358,880 428,553 847,300 848,050 781,694 61,919 61,919 65,686 736,395 62,605 1,558,500 350,716 5,310,000 18,266,586 23,576,586 25,086,586 68,967 68,967 137,443 88,273 388,327 390,445 499,736 499,736 427,315 2,654,685 2,654,685 2,428,950 58,145 61,346 3,201 7,870,445 191,630 2,712,830 0 18,835,289 32,298,821 33,112,970 16,019,888 16,019,888 11,661,850 9,253,944 9,253,944 8,856,669 894,479 894,479 1,048,936 41,000 41,000 41,000 200,000 200,000 200,000 200,000 200,000 200,000 75,000 75,000 500,000 500,000 500,000 4,773 4,773 6,898 12,163,451 1,473,761 13,637,212 12,789,622 1,103,280 1,093,208 75,000 1,094 1,094 0 205,367 3,183 4,909 1,296,601 1,356,219 34,982 17,053 22,092 50,912 510,000 510,000 500,000 500,000 10,256,290 11,743,806 22,891,647 1,914,761 0 16,019,888 0 54,628,818 50,787,543 $30,762,092 $2,106,391 $2,712,830 $16,019,888 $18,835,289 $86,927,639 $83,900,513 6 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 Special General Revenue Fund Fund Revenues: General property tax $4,534,764 $ Gross receipts tax 2,172,055 650,542 General sales tax 3,038,370 1,519,185 Fines and fees 1,941,505 Licenses and permits 420,624 Interest income 362,247 587,697 Intergovernmental 50,912 Other revenues 598,913 105,776 Total revenues 13,119,390 2,863,200 Expenditures: Current: City council/administrative Finance Police department Fire department Administrative services Planning and development Parks/recreation/library Street maintenance Betterment Staff services Nondepartmental Debt service: Principal Interest and fiscal charges Capital outlay and maintenance Total expenditures 331,479 544,834 4,146,084 2,561,972 459,165 551,605 1,430,955 575,608 53,485 306,429 1,032,205 11,993,821 Excess (deficiency) of revenues over expenditures 1,125,569 2,643,400 616,423 2,855,658 6,115,481 (3,252,281) Other financing sources (uses) Net proceeds from issuance of sales tax revenue bonds Operating transfers in 537,119 Operating transfers out (185,951) Capital leases Total other financing sources (uses) 351,168 0 Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses 1,476,737 (3,252,281) Fund balances, beginning of year 2,954,001 10,487,706 Fund balances, end of year $4,430,738 $7,235,425 The Notes to the Financial Statements are an integral part of this statement. 7 Debt Service Fund $1,617,225 43,043 1,660,268 Capital Projects Fund 1995 Totals (Memorandum Only) $ $6,151,989 2,822,597 4,557,555 1,941,505 420,624 81,704 1,074,691 40,068 90,980 104,824 809,513 226,596 17,869,454 1994 $6,077,254 2,397,221 4,288,714 1,592,194 364,617 300,294 227,464 493,024 15,740,782 331,479 309,325 544,834 793,537 4,146,084 4,070,717 2,561,972 2,525,086 459,165 475,201 3,195,005 1,005,443 1,430,955 1,514,311 575,608 526,136 53,485 18,798 306,429 1,032,205 1,022,626 1,150,000 1,150,000 1,085,406 500,196 1,116,619 554,714 326,169 3,181, 827 331,862 1,650,196 326,169 20,085,667 14,233,162 10,072 (99,573) (2,216,213) 1,507,620 0 8,855,195 270,000 807,119 638,733 (85,000) (270,951) (101,553) 80,034 0 185,000 536,168 9,472,409 10,072 85,427 (1,680,045) 10,980,029 283,920 1,756,940 15,482,567 4,502,539 $293,992 $1,842,367 $13,802,522 $15,482,568 8 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL AND SPECIAL REVENUE FUNDS YEAR ENDED SEPTEMBER 30, 1995 Actual General Fund Special Revenue Funds Variance Variance Favorable Favorable Budget (Unfavorable) Actual Budget (Unfavorable) General property tax: Current and delinquent taxes $4,504,047 $4,438,831 $65,216 $ $ $ Penalty and interest 30,717 30,000 717 4,534,764 4,468,831 65,933 Gross receipts tax: Southwestern Bell Telephone Company 573,901 573,901 Texas Utilities Electric Company 1,186,230 1,186,230 Lone Star Gas Company 129,830 125,000 4,830 Cable TV 144,869 140,000 4,869 City Garbage Service 80,206 75,000 5,206 Others 57,019 57,500 (481) 650,542 273,500 377,042 2,172,055 2,157,631 14,424 650,542 273,500 377,042 General sales tax 3,038,370 3,100,000 (61,630) 1,519,185 1,560,000 (40,815) Fines and fees: Franchise lees 459,764 452,405 7,359 Municipal Court fines 1,309,921 1,210,000 99,921 Dog licenses and pound fees 15,125 13,000 2,125 Ambulance fees 156,695 185,000 (28,305) 1,941,505 1,860,405 81,100 0 0 0 Licenses and permits: Building permits 189,488 150,000 39,488 Miscellaneous permits 197,055 171,100 25,955 Electric licenses 34,081 28,000 6,081 420,624 349,100 71,524 0 0 0 Interest income 362,247 340,000 22,247 587,697 556,617 31,080 Intergovernmental 50,912 44,060 6,852 Other revenues: Library receipts 12,026 12,200 (174) Rental income 24,760 25,700 (940) Texas Court cost service fees 44,580 44,000 580 Jail income 114,472 90,000 24,472 Swimming pools 17,220 18,500 (1,280) Miscellaneous income 385,855 409,121 (23,266) 105,776 1,769,129 (1,663,353) 598,913 599,521 (608) 105,776 1,769,129 (1,663,353) Total revenues $13,119,390 $12,919,548 $199,842 $2,863,200 $4,159,246 ($1,296,046) The Notes to the Financial Statements are an integral part of this statement. 9 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL AND SPECIAL REVENUE FUNDS YEAR ENDED SEPTEMBER 30, 1995 Actual General Fund Special Revenue Funds Variance Variance Favorable Favorable Budget (Unfavorable) Actual Budget (Unfavorable) Expenditures: Current: City council/administration $331,479 $334,587 $3,108 $ $ $ Finance 544,834 560,165 15,331 Police department 4,146,084 4,215,691 69,607 Fire department 2,561,972 2,626,646 64,674 Administrative services 459,165 473,886 14,721 Street maintenance 575,608 581,170 5,562 Planning and development 551,605 554,249 2,644 2,643,400 5,311,701 2,668,301 Parks/recreation/library 1,430,955 1,445,742 14,787 Betterment 53,485 64,260 10,775 Staff services 306,429 333,524 27,095 Nondepartmental 1,032,205 1,421,873 389,668 Debt Service Principal payments Interest payments 616,423 616,423 Capital Outlay and maintenance 2,855,658 8,036,559 5,180,901 Total expenditures 11,993,821 12,611,793 617,972 6,115,481 13,964,683 7,849,202 Excess (deficiency) of revenues over expenditures 1,125,569 307,755 817,814 (3,252,281) (9,805,437) 6,553,156 Other financing sources (uses): Operating transfers in Operating transfers out Total other financing sources Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses Fund balance, beginning of year Fund balance, end of year 537,119 529,671 7,448 (185,951) (185,951) 351,168 529,671 (178,503) 0 0 0 1,476,737 837,426 639,311 (3,252,281) (9,805,437) 6,553,156 2,954,001 2,954,001 10,487,706 10,487,706 $4,430,738 $3,791,427 $639,311 $7,235,425 $682,269 $6,553,156 10 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 Enterprise Funds Operating revenues: Water service $5,466,477 Sewer service 3,072,367 Drainage fees 337,163 Recreation fees 614,128 Insurance premiums Service fees and miscellaneous 414,179 Total operating revenues 9,904,314 Operating expenses: General and administrative Water production Water distribution Utility engineering Sewage collection and treatment Nondepartmental Geographic Info Service center --Note 7 Drainage Recreation classes Insurance costs --Note 10 Depreciation Amortization Total operating expenses Operating income (loss) Nonoperating revenues (expenses): Investment income Gain (loss) on sale of equipment Interest on bonds Rental income Total nonoperating revenues, net Income before operating transfers Operating transfers in Operating transfers out Net income Add depreciation on fixed assets acquired with contributed capital --Note 9 417,871 Increase in retained earnings Retained earnings, beginning of year Retained earnings, end of year 671,810 12,965,893 Internal Totals Service (Memorandum Only) Funds 1995 1994 $ $5,466,477 $5,448,097 3,072,367 3,045,524 337,163 342,835 614,128 472,679 1,731,000 1,731, 000 1,794,566 263,428 677,607 771,318 1,994,428 11,898,742 11,875,019 424,448 338,413 762,861 913,514 3,436,407 3,436,407 2,981,299 403,616 403,616 308,762 152,557 152,557 189,859 1,163,696 1,163,696 1,296,503 1,410,328 1,410,328 1,578,317 83,894 83,894 513,183 513,183 513,119 101,286 101,286 98,796 628,319 628,319 426,986 1,448,465 1,448,465 1,236,953 922,350 230,871 1,153,221 1,038,345 13,732 13,732 13,732 9,253,816 2,017,749 11,271,565 10,596,185 650,498 (23,321) 627,177 1,278,834 409,010 94,508 503,518 369,969 0 4,925 (311,523) (311,523) (329,235) 65,133 65,133 35,000 97,487 159,641 257,128 80,659 747,985 136,320 884,305 1,359,493 54,534 54,534 50,000 (494,046) (96,656) (590,702) (587,179) 253,939 94,198 348,137 822,314 417,871 430,870 94,198 766,008 1,253,184 1,820,563 13,533,272 13,533,272 $13,637,703 $1,914,761 The Notes to the Financial Statements are an integral part of this statement. $14,299,280 $14,786,456 11 CITY OF EULESS, TEXAS COMBINED STATEMENT OF CASH FLOWS - ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 (1 of 2) Internal Totals Enterprise Service (Memorandum only) Funds Funds 1995 1994 OPERATING ACTIVITIES Operating income (loss) $650,498 ($23,321) $627,177 $1,278,834 Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation and amortization expenses 936,082 230,871 1,166,953 1,052,077 (Increase) decrease due to net changes in: Accounts Receivable and unbilled revenue 115,710 115,710 144,271 Due from other funds 100,000 (474,786) (374,786) 100,000 Prepaids and deposits 997 997 (149) Due from other governments 11,250 11,250 (11,250) Short term investments 3,810 3,810 (175,031) Increase (decrease) due to net change in: Overdrafts payable (1,043,872) (1,043,872) 31,295 Accounts payable 217,469 19,210 236,679 385,727 Accrued salaries and wages (11,027) (11,027) (17,674) Customer and escrow deposits 77,695 77,695 86,351 Deferred revenue (7,800) (7,800) (7,800) Total adjustments 396,504 (220,895) 175,609 1,587,817 Net cash provided by (used in) operating activities NONCAPITAL FINANCING ACTIVITIES Interest paid on bonds Principal paid on bonds Operating transfers in Operating transfers out Net cash used in noncapital financing activities 1,047,002 (244,216) 802,786 2,866,651 (315,291) (315,291) (332,905) (360,000) (360,000) (350,000) 54,534 54,534 50,000 (494,046) (96,656) (590,702) (587,179) (1,169,337) (42,122) (1,211,459) (1,220,084) CAPITAL AND RELATED FINANCING ACTIVITIES Contributions in aid to construction 815,147 815,147 204,761 Purchase of utility plant and equipment in service (1,358,757) (125,383) (1,484,140) (2,098,065) Proceeds from sale of utility plant in service 34,941 34,941 4,925 Net cash used in capital and related financing activities (543,610) (90,442) (634,052) (1,888,379) The Notes to the Financial Statements are an integral part of this statement. 12 CITY OF EULESS, TEXAS COMBINED STATEMENT OF CASH FLOWS - ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 INVESTING ACTIVITIES Purchase of investment securities Proceeds from sale or maturity of investment securities Interest received on investments Rental payments received Net cash provided by investing activities Net increase (decrease) in cash and cash equivalents Cash and cash equivalents, beginning of year Cash and cash equivalents, end of year (2 of 2) Internal Totals Enterprise Service (Memorandum only) Funds Funds 1995 1994 ($894,873) $ ($894,873) ($1,556,483) 1,280,677 1,280,677 1,340,525 371,313 94,508 465,821 341,863 35,000 757,117 94,508 851,625 160,905 91,172 (282,272) (191,100) (80,907) 1,039,318 337,595 1,376,913 1,457,820 $1,130,490 $55,323 $1,185,813 $1,376,913 Reconciliation of cash to balance sheet: Cash - current $153,045 $55,323 Cash - restricted assets 977,445 Cash and cash equivalents $1,130,490 $55,323 Restricted assets: Cash $977,445 Investments 1,665,156 Interest receivable 19,201 Total restricted assets $2,661,802 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 the primary government organizations, for which the primary government is financially accountable, and other organizations for which the nature and significance of their relationship with the primary government are such that exclusion would cause the reporting entity's financial statements to be misleading or incomplete. The definition of the reporting entity is based primarily on the notion of financial accountability. A primary government is financially accountable for the organizations that make up its legal entity. It is also financially accountable for legally separate organizations if its officials appoint a voting majority of an organization's governing body and either it is able to impose its will on that organization or there is a potential for the organization to provide specific financial benefits to, or to impose specific financial burdens on, the primary government. A primary government may also be financially accountable for governmental organizations that are fiscally dependent on it. A primary government has the ability to impose its will on an organization if it can significantly influence the programs, projects, or activities of, or the level of services performed or provided by, the organization. A financial benefit or burden relationship exists if the primary government (a) is entitled to the organization's resources; (b) is legally obligated or has otherwise assumed the obligation to finance the deficits of, or provide financial support to, the organization; or (c) is obligated in some manner for the debt of the organization. Some organizations are included as component units because of their fiscal dependency on the primary government. An organization is fiscally dependent on the primary government if it is unable to adopt its budget, levy taxes or set rates or charges, or issue bonded debt without approval by the primary government. The following 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. The Corporation's governing body is substantially the same as the governing body of the City of Euless. 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 appainted 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 14 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Reporting Entity - continued distributed to the City of Euless, Texas. The Corporation provides all of its services to the City of Euless, Texas. A blended presentation has been used to report the financial information of the component unit. The financial statements for the Corporation were obtained from the Board of Directors. 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." 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 long- term debt (debt service funds). The general fund is used to account for all activities of the City not accounted for in some other fund. 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. 15 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued All proprietary funds are accounted for on a flow of economic resources measurement focus. With this measurement focus, all assets and all liabilities associated with the operation of these funds are included on the balance sheet. Fund equity (i.e., assets net of liabilities) is segregated into contributed capital and retained earnings components. Proprietary fund -type operating statements present increases (e.g., revenues) and decreases (e.g., expenses) in net assets. The 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 is removed from the combined balance sheet and revenue is recognized. Deferred revenues primarily include delinquent property taxes and unexpended revenues for capital projects. Budgetary Data The City Council follows these procedures in establishing budgetary data reflected in the financial statements: 16 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Budgetary Data - continued 1. Prior to August 1, the City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following October 1. The operating budget includes proposed expenditures and means of financing them. 2. Public hearings are conducted to obtain taxpayers' comments. 3. Prior to September 21, the budget is legally enacted through passage of an ordinance and a budgetary report is prepared. 4. The City Manager is authorized to transfer budgeted amounts between departments within any fund; however, any revision that alters the total expenditures of any fund must be approved by the City Council. The budget presented reflects revisions made by the City Manager during the year. Total expenditures approved by the City Council have not been altered. The legal level of control is at the fund level. 5. A budget is legally adopted for the General Fund and Special Revenue Funds on a basis consistent with generally accepted accounting principles. Formal budgetary integration is employed as a management control device during the year for the General Fund and Special Revenue Funds. Appropriations and encumbrances lapse at year-end. 6. Formal budgetary integration is not employed for the Debt Service Funds because effective budgetary control is alternatively achieved through general obligation bond indenture provisions. 7. Budgetary data for the Capital Projects Funds has not been presented in the accompanying combined financial statements as such funds are budgeted over the life of the respective project and not on an annual basis. Accordingly, formal budgetary integration of the Capital Projects Funds is not employed and comparison of actual results of operations to budgetary data for such funds is not presented. 8. Appropriated budgets for the Proprietary Funds are also adopted, but have not been presented since reporting on such budgets is not legally required. 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 of highly liquid investments with original maturities of three months or less. 17 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Cash, Cash Equivalents and Investments - continued For purposes of the combined statement of cash flows, the City considers all highly liquid investments (including cash equivalents reported as restricted assets of $977,445 and $906,716 at September 30, 1995 and 1994, respectively) as set forth above to be cash equivalents. 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. The 1994 cash and cash equivalent numbers for the Internal Service funds have been restated. 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 $.616 per $ 100 of assessed valuation ($.6186 per $100 last year) and assessed valuation is approximately 100% of estimated value. Inventories Inventories, which are recognized as expenditures as they are consumed, are stated at cost (first -in, first -out method) for the General Fund. 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 than buildings, including roads, bridges, curbs and gutters, streets and sidewalks, drainage systems and lighting systems are not capitalized in the general fixed assets account group. No depreciation is recorded on general fixed assets. 18 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Fixed Assets - continued 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. The estimated vacation liability expected to be satisfied with available financial resources is included in accrued salaries and wages in the General Fund. Fund Equity Certain assets that are restricted to a specific future use or are not available for appropriation or expenditure are offset by fund balance reserve accounts. Designated fund balances represent tentative plans for future use of financial resources. Comparative Data Comparative total data for the prior year have been presented in the accompanying combined financial statements in order to provide an understanding of the changes in the City's financial position, operations and cash flows. Complete comparative data (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 present financial position, results of operations or cash flows in conformity with generally accepted accounting principles. Neither is such data comparable to a consolidation. Interfund eliminations have not been made in the aggregation of this data. 19 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Interfund Transactions Quasi -external transactions are accounted for as revenues, expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/expenses in the reimbursing fund and as a reduction of expenditures/expenses in the fund reimbursed. All other interfund transactions, except quasi -external transactions and reimbursements, are recorded as transfers. Nonrecurring or nonroutine permanent transfers of equity are reported as residual equity transfers. All other interfund transfers are reported as operating transfers. NOTE 2. DEPOSITS AND INVESTMENTS Deposits At September 30, 1995, the ledger balances of the City's bank deposits totaled $1,409,532 and the bank balances were $1,373,337. Of the bank balances, $1,373,337 were protected by federal depository insurance or by collateral held by the City's agent in the City's name. Investments At September 30, 1995, 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) collateralized with securities held by the pledging financial institution's trust department or agent in the City's name; or (3) uncollateralized for which the securities are held by the financial institution, or by its trust department or agent but not in the City's name, as follows: U. S. Securities Deferred Compensation Agency Fund Investments 1 Cateaories 2 3 Carrying Market Amount Value $5,337,705 $17,203,435 $22,541,140 $23,161,681 2,654,686 2,654,686 $25,195.826 $25,816,367 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. 20 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 3. LONG-TERM DEBT A summary of long-term debt transactions for the year ended September 30, 1995, is as follows: General Long -Term Debt Account Group: General Obligation Bonds Certificates of Obligation Sales tax revenue bonds Capital leases Compensated absences Proprietary Fund Types: Water and Sewer Revenue Bonds Drainage Utility Revenue Bonds Balance Beginning of Year Increase $ 9,296,586 $ 1,265,000 8,855,000 137,443 427,315 $19,981,344 Balance Beginning of Year $ 3,620,000 $ 2,050,000 $ 5,670,000 $ 72,421 $ 72,421 Increase Decrease $ 985,000 165,000 68,476 Balance End of Year $ 8,31 1,586 1,100,000 8,855,000 68,967 499,736 $1 ,218,476 $18,835.289 Decrease Balance End of Year $ 335,000 $ 3,285,000 25,000 2,025,000 $ 360,000 $ 5,310.000 Debt outstanding at September 30, 1995 consists of the following: General Obligation Bonds Certificates of Obligation Capital leases Water and Sewer Revenue Bonds Drainage Utility Revenue Bonds Sales Tax Revenue Bonds Range of Interest Rates 2.80 to 10.00% 5.40 to 7.40% 5.97 to 7.34% Range of Interest Rates 4.50 to 10.75% 4.75 to 6.70% 5.20 to 8.10% Outstanding Balance $8,311,586 1,100,000 68,967 Outstanding Balance $ 3,285,000 2,025,000 8,855,000 Current Maturities $ 1,050,000 195,000 18,976 Current Maturities $ 365,000 25,000 Long -Term Maturities $7,261,586 905,000 49,991 Long -Term Maturities $2,920,000 2,000,000 8,855,000 21 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 3. LONG-TERM DEBT - continued The debt matures serially through the year 2015 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. Sales Water and Utility General Certifi- Tax Sewer Drainage Obligation cates of Revenue Capital Revenue Revenue Bonds Obligation Bonds Leases Bonds Bonds Total 1996 $ 1,396,540 $ 260,127 $ 809,288 $22,024 $ 535,205 $ 152,070 $ 3,175,254 1997 1,416,890 256,942 798,228 19,711 521,480 155,732 3,168,983 1998 1,303,987 248,232 791,358 19,711 527,355 224,082 3,114,725 1999 1,219,060 248,812 778,273 19,711 496,641 223,432 2,985,929 2000 1,144,455 166,333 769,378 505,871 222,342 2,808,379 2001-2005 4,959,721 116,325 3,797,705 1,504,325 1,140,798 11,518,873 2006-2010 799,722 3,799,488 1,165,128 5,764,338 2011-2015 3,828,900 3,828,900 12,240,375 1,296,771 15,372,617 81,157 4,090,877 3,283,584 36,365,381 Less interest 3,928,789 196,771 6,517,617 12,190 805.877 1,258,584 12,719,828 Principal $ 8.311,586 $1,100,000 $ 8,855,000 $68.967 $3.285,000 $2,025,000 $23,645,553 General Obligation Bonds authorized and unissued as of September 30, 1995, amounted to $300,000. Water and Sewer Revenue Bonds authorized and unissued as of September 30, 1995, 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. At September 30, 1995, $1,730,000 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. 22 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 3. LONG-TERM DEBT - continued 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, 1995. 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. The City issued Water and Sewer Revenue Certificates of Obligation, Series 1995, and Golf Course Surplus Revenue Certificates of Obligation, Series 1995, for $5,200,000 and $9,700,000, respectively, on November 13, 1995. Bond issuance costs were $98,036. 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, 1995, the balance in the property sales proceeds account was $346,641 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 $4,295,000 in 1995 and are included as operating expenses of the water and sewer fund. The payments increased approximately $575,000 in comparison to 1994. 23 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 5. COMMITMENTS AND CONTINGENT LIABILITIES - continued The City is involved in a number of lawsuits arising in the ordinary course of business. In the opinion of the City's legal counsel and management, any liability resulting from such litigation would not be material in relation to the City's financial position. NOTE 6. FIXED ASSETS The following is a summary of changes in the general fixed assets account group during the fiscal year: Balance Balance September 30, September 30, 1994 Additions Deletions 1995 Land $ 871,250 $2,219,967 $ $ 3,091,217 Buildings 4,927,995 1,039,291 5,967,286 Improvements other than buildings 1,660,922 885,159 2,546,081 Machinery and equipment 4,201,683 213,621 4,415,304 $1 1,661,850 $4,358,038 $ $16,019,888 The following is a summary of utility plant and equipment in service at September 30, 1995 included in the proprietary funds: Enterprise Funds Golf Internal Water and Drainage Course Service Sewer Fund Utility Fund Fund Funds Land $ 1,528,966 $ $340,000 $ Equipment 1,160,630 936,279 1,279,737 Waterworks and sanitary sewer system 26,375,668 Construction in progress 1,079,941 1,488,785 211,460 30,145,205 2,425,064 551,460 1,279,737 Less accumulated depreciation 12,397,224 32,843 523,621 $17,747,981 $2,392,221 $551,460 $ 756,116 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. 24 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 8. INTERFUND ASSETS/LIABILITIES: Receivable Fund General Water and sewer Equipment Replacement Insurance Fund Risk Management Debt service Payable Fund Risk Management Water and Sewer General Risk Management Water and Sewer Water and Sewer Water and Sewer General NOTE 9. CONTRIBUTED CAPITAL Amount $ 31,303 832,998 187,299 31,302 111,977 162,608 200,201 812 $1,558,500 During fiscal 1995, contributed capital of the Enterprise Funds increased by developer's contributions in aid to construction of $815,147 and decreased $417,871 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 $1,1 18,613. During fiscal 1995, the City and City's employees contributed approximately $798,475 and $359,029 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, 1995 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 1995, the City contributed approximately $253,496 to the fund for workers' compensation. 25 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS 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 650 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 disclosure 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 as if the sum of the employee's accumulated contributions with interest and the employer -financed monetary credits with interest were used to purchase an annuity. Members can retire at ages 60 and above with 10 years or more of service or with 25 years of service regardless of age. 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 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 finances the currently accruing monetary credits due to city matching percent, which are the obligation of the city as of an employee's retirement date, not at the time the employee's contributions are made. The normal cost contribution rate is the actuarially determined percent of payroll necessary to satisfy the obligation of the City to each employee at the time his retirement becomes effective. The prior service contribution rate amortizes 26 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 11. EMPLOYEE RETIREMENT SYSTEM - continued 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 1995. 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 1995 was $9,331,144 and the City's contributions were based on a payroll of $9,052,740. Both the City and the covered employees made the required contributions, amounting to $ 1,060,745, normal cost of $842,602 and $ 269,670 of unfunded actuarial liability (11.19% of covered payroll for the months in calendar year 1994, 8.64% normal cost plus 2.55% to amortize the unfunded actuarial liability, and 11.92%for the months in calendar year 1995, 9.03% normal cost plus 2.89% to amortize the unfunded actuarial liability) for the City and $633,690 (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 1995 by 0.17% 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, 1994. 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 98.6% of book value as of December 31, 1994. 27 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 11. EMPLOYEE RETIREMENT SYSTEM - continued Funding Status and Progress - continued Pension Benefit Obligation Annuitants currently receiving benefits $ 2,189,047 Terminated employees 3,009,135 Current Employees Accumulated employee contributions included allocated invested earnings 7,324,765 Employer -financed vested 13,116,242 Employer -financed nonvested 1,521,615 Total $27,160.804 Net Assets Available for Benefits, at Book Value $20,958,598 Unfunded Pension Benefit Obligation $ 6,202,206 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 $282,225. 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 of Year Benefit Obligation Percent of Covered Payroll Covered Payroll 1993 80.92% 46.25% 11.40% 1994 76.62% 62.43% 1 1.31 % 1995 77.16% 66.47% 11.37% Historical trend information for TMRS is presented in the Statistical Section, Table 13 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. 28 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 12. DEFERRED COMPENSATION PLAN - continued Assets of the plan are invested primarily in various mutual funds. The current market value of the funds' investments at September 30, 1995 was $2,654,685. The Plan has no unfunded liabilities. AU 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. NOTE 13. SEGMENTS OF ENTERPRISE ACTIVITIES The City maintains four Enterprise Funds. The Water and Sewer Fund provides water distribution and wastewater collection services and contractually secures water supply and wastewater treatment services from the Trinity River Authority. The Drainage Utility Fund provides drainage services. The Recreation Classes provides various recreational services and activities. The Golf Course Fund provides services for the Golf Course. Segment information for the City's Enterprise Funds is as follows: Operating revenues Depreciation Operating income (loss) Operating transfers out Net income (loss) Current capital contributions Property, plant and equipment: Additions Deletions Total Assets Net working capital Long-term debt, including current portion Total Equity Water and Sewer Fund $ 8,953,023 892,814 464,319 461,637 214,467 263,687 629,125 27,526,264 5,502,193 3,285,000 21,710,279 Drainage Utility Fund Recreation Golf Classes Course $ 337,163 $ 614,128 $ 29,536 200,370 (14,191) 16,709 15,700 63,929 (24,457) 1,189,476 2,669,381 14,987 193,541 14,987 2,025,000 617,885 12,023 551,460 Total $ 9,904,314 922,350 650,498 494,046 253,939 815,147 1,818,601 551,460 30,762,092 5,710,721 5,310,000 551,460 22,891,647 29 CITY OF EULESS, TEXAS NOTES TO FINANCIAL STATEMENTS NOTE 14. CAPITAL LEASES The City has entered into lease agreements as lessee for financing the acquisition of computer hardware, software, communications equipment, and a copier. These lease agreements qualify as capital leases for accounting purposes and, therefore, have been recorded at the present value of the future minimum lease payments as of the date of their inception. These assets are stated on the balance sheet at their capitalized cost of $247,412. The following is a schedule of the future minimum lease payments under these capital leases, and the present value of the net minimum lease payments at September 30, 1995. 1996 $22,024 1997 19,711 1998 19,711 1999 19,711 Total minimum lease payments 81,157 Less: amount representing interest 12,190 Present value of future minimum lease payments $68,967 30 INDIVIDUAL FUND AND ACCOUNT GROUP STATEMENTS AND SCHEDULES SPECIAL REVENUE FUNDS Special revenue funds are used to account for specific revenues that are legally restricted to expenditures for particular purposes. Hotel/Motel Fund - to account for the operations and expenditures for which hotel/motel occupancy taxes are used. Occupancy tax revenues are used primarily for advertising and promotion of the City. Police Drug Enforcement Fund - to account for proceeds from sale of assets seized in connection with drug arrests. Revenues are used solely for police department expenditures. Half -Penny Sales Tax Fund - to account for the revenues and expenditures of the Euless Development Corporation, a component unit of the City of Euless. The expenditures of the half -penny sales tax can only be spent on parks, library, and economic development activities within the City of Euless. Fort Worth DEA Task Force Fund - to account for the revenues and expenditures received from collection of confiscated drug money. Money is distributed to various other cities that are also involved in the collection process. CITY OF EULESS, TEXAS SPECIAL REVENUE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1994 Police Drug Half DEA Hotel/ Enforce- Penny Task Motel ment Sales Tax Force Totals Fund Fund Fund Fund 1995 1994 ASSETS Cash and cash equivalents $12,926 $101,333 $ $306 $114,565 $142,630 Short-term investments 403,585 296,286 7,468,061 5,509 8,173,441 10,399,419 Accounts receivable 2,310 Accrued interest receivable 622 185,174 185,796 16,435 Total assets LIABILITIES AND FUND EQUITY $417,133 $397,619 $7,653,235 $5,815 $8,473,802 $10,560,794 LIABILITIES: Accounts payable $667 $2,687 $664,680 $ $668,034 $73,087 Due to other funds 570,343 570,343 Total liabilities 667 2,687 1,235,023 0 1,238,377 73,087 FUND EQUITY: Fund Balances: Reserve for debt service 809,288 809,288 809,288 Reserve for drug enforcement 205,367 Unreserved, undesignated 416,466 394,932 5,608,924 5,815 6,426,137 9,473,052 Total fund equity 416,466 394,932 6,418,212 5,815 7,235,425 10,487,707 Total liabilities and fund equity $417,133 $397,619 $7,653,235 $5,815 $8,473,802 $10,560,794 33 CITY OF EULESS, TEXAS SPECIAL REVENUE FUNDS COMBINING STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCES YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 Police Drug Half DEA Hotel/ Enforce- Penny Task Motel ment Sales Tax Force Totals Fund Fund Fund Fund 1995 1994 Revenues: Gross receipts tax $277,578 $372,964 $ $ $650,542 $485,832 General sales tax 1,519,185 1,519,185 1,429,572 Interest income 12,795 13,187 560,787 928 587,697 36,838 Other revenues 2,613 18,118 85,045 105,776 31,258 Total revenues 292,986 386,151 2,098,090 85,973 2,863,200 1,983,500 Expenditures: Planning and development 88,333 115,635 2,359,274 80,158 2,643,400 164,940 Issuance costs 0 76,491 Parks 0 83,322 Library 0 39,431 Economic development 0 58,406 Debt service Interest and fiscal charges 616,423 616,423 0 Capital outlay and maintenance 3,281 80,950 2,771,427 2,855,658 95,487 Total expenditures 91,614 196,585 5,747,124 80,158 6,115,481 518,077 Other financing sources: Net proceeds from issuance of sales tax revenue bonds 0 8,855,195 Total other financing sources 0 0 0 0 0 8,855,195 Excess of revenues and other financing sources over expenditures Fund balance (deficit), beginning of year Fund balance, end of year 201,372 189,566 (3,649,034) 5,815 (3,252,281) 10,320,618 215,094 205,366 10,067,246 10,487,706 167,089 $416,466 $394,932 $6,418,212 $5,815 $7,235,425 $10,487,707 34 CITY OF EULESS, TEXAS SPECIAL REVENUE FUNDS STATEMENTS OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL YEAR ENDED SEPTEMBER 30, 1995 Hotel/Motel Fund Police/Drug Enforcement Fund Variance Variance Favorable Favorable Actual Budget (Unfavorable) Actual Budget (Unfavorable) Revenues: Gross receipts tax $277,578 $273,500 $4,078 $372,964 $300,000 $72,964 General sales tax Interest income 12,795 8,000 4,795 13,187 8,000 5,187 Other revenues 2,613 2,613 Total revenues 292,986 281,500 11,486 386,151 308,000 78,151 Expenditures: Planning and development 88,333 105,256 16,923 115,635 167,085 51,450 Debt Service Capital outlay and maintenance 3,281 3,000 (281) 80,950 90,123 9,173 Total expenditures 91,614 108,256 16,642 196,585 257,208 60,623 Other financing sources: Net proceeds from issuance of sales tax revenue bonds Operating transfer out Total other financing sources 0 0 0 0 0 0 Excess of revenues and other financing sources over expenditures 201,372 173,244 28,128 189,566 50,792 138,774 Fund balance, beginning of year 215,094 215,094 205,366 205,366 Fund balance, end of year $416,466 $388,338 $28,128 $394,932 $256,158 $138,774 35 Half Penny Sales Tax Fund DEA Task Force Fund Variance Variance Favorable Favorable Actual Budget (Unfavorable) Actual Budget (Unfavorable) $ $ $ $ $ $ 1,519,185 1,560,000 (40,815) 560,787 541,000 19,787 928 874 54 18,118 18,118 85,045 80,399 4,646 2,098,090 2,119,118 (21,028) 85,973 81,273 4,700 2,359,274 2,289,772 (69,502) 80,158 79,068 (1,090) 616,423 616,423 0 2,771,427 9,811,281 7,039,854 1,091 1,091 5,747,124 12,717,476 6,970,352 80,158 80,159 1 0 0 0 0 0 0 (3,649,034) (10,598,358) 6,949,324 5,815 1,114 4,701 10,067,246 10,067,246 $6,418,212 ($531,112) $6,949,324 $5,815 $1,114 $4,701 CAPITAL PROJECTS FUNDS Capital projects funds are used to account for the acquisition and construction of major capital facilities other than those financed by proprietary funds and trust funds. Park Improvements Certificates of Obligation Fund (1990) - to account for the construction of park facilities. Financing was provided from the sale of Certificates of Obligation of $2,000,000 in 1990. Street Assessments Fund - to account for receipt of funds for special assessment collection and subsequent construction of improvements to various street and drainage projects. Street 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. Developers' Contribution Fund - to account for funds received for the purpose of making new and future improvements to various development areas within the City. CITY OF EULESS, TEXAS CAPITAL PROJECTS FUND COMBINING BALANCE SHEET SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1994 Street Park Improvement Improvements and Drainage Certificates of Street Certificates Obligation Assessments of Obligation Fund (1990) Fund Fund (1990) ASSETS Cash and cash equivalents $18,177 $ $5,663 Short-term investments 309,959 Accrued interest receivable Due from other governments Total assets $18,177 $0 $315,622 LIABILITIES AND FUND EQUITY Accounts payable Due to other funds Customer and escrow deposits Deferred revenue $ 490 $ $20,318 1,046 Total liabilities 490 1,046 20,318 Fund Balances: Reserve for development Agreements Unreserved, undesignated 17,687 (1,046) 295,304 Total fund equity 17,687 (1,046) 295,304 Total liabilities and fund equity $18,177 $0 $315,622 38 Equipment Fire Department Contractual Certificates of Developers' Obligations Obligation Contribution Totals Fund (1992) Fund (1990) Fund 1995 1994 $ $ $37,193 $61,033 $285,263 1,465,116 1,775,075 1,479,110 28,373 28,373 4,656 0 23,916 $0 $0 $1,530,682 $1,864,481 $1,792,945 $ $ $ $20,318 $0 1,046 0 260 750 12,089 0 23,916 0 0 260 22,114 36,005 0 $0 1,296,601 1,296,601 1,356,219 233,821 545,766 400,721 0 1,530,422 1,842,367 1,756,940 $0 $1,530,682 $1,864,481 $1,792,945 39 CITY OF EULESS, TEXAS CAPITAL PROJECTS FUND COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 Revenues: Interest income Intergovernmental Assessments Total revenues Expenditures: Capital outlay and maintenance Excess (deficiency) of revenues over expenditures Other financing sources (uses): Operating transfers in Operating transfers out Total other financing sources (uses) Street Park Improvement Improvements and Drainage Certificates of Street Certificates Obligation Assessments of Obligation Fund (1990) Fund Fund (1990) $ $ $12,325 40,068 40,068 0 12,325 24,035 302,134 16,033 0 (289, 809) 270,000 (85,000) 0 (85, 000) 270,000 Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses 16,033 (85,000) (19,809) Fund balances, beginning of year 1,654 83,954 315,113 Fund balances, end of year $17,687 ($1,046) $295,304 40 Equipment Fire Department Contractual Certificates of Developers' Obligations Obligation Contribution Totals Fund (1992) Fund (1990) Fund 1995 1994 $ $ $69,379 $81,704 $38,517 40,068 0 104,824 104,824 184,753 0 0 174,203 226,596 223,270 0 0 0 $0 326,169 236,375 0 174,203 (99,573) (13,105) 270,000 101,553 (85,000) (98,520) 0 0 185,000 3,033 0 174,203 85,427 (10,072) 1,356,219 1,756,940 1,767,012 $0 $1,530,422 $1,842,367 $1,756,940 41 ENTERPRISE FUNDS Enterprise funds are used to account for operations that are financed and operated in a manner similar to private business enterprises - where the intent of the government's council is that the costs of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or where the government's council has decided that periodic determination of net income is appropriate for accountability purposes. Water and Sewer Fund - to account for the acquisition, operation and maintenance of a municipal water and sewer utility, supported primarily by user charges to the public. Drainage Utility Fund - to account for the acquisition, operation and maintenance of a municipal drainage utility, supported primarily by user charges. Recreation Classes - to account for the operation of recreational programs and activities which are offered to groups and individuals on a fee basis. Golf Course Fund - to account for the operation and maintenance of the golf course, supported primarily by user charges. CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1994 Water and Drainage Recreation Golf Course Totals Sewer Fund Utility Fund Classes Fund 1995 1994 ASSETS Current assets: Cash and cash equivalents $43,420 $94,638 $14,987 $ $153,045 $168,507 Short-term investments 5,409,198 80,098 5,489,296 5,360,533 Accounts and unbilled revenue less allowance for uncollectibles of $1,463 for water and sewer and $141,080 for drainage utility 1,280,058 18,834 1,298,892 1,414,602 Accrued interest receivable 110,234 110,234 71,748 Prepaids and deposits 842 642 1,639 Due from other governments 0 11,250 Due from other funds 218,601 218,601 318,601 Total current assets 7,062,153 193,570 14,987 0 7,270,710 7,346,880 Restricted assets: Revenue bond debt service: Cash with paying agent 8,638 8,638 41,876 Revenue bond retirement: Investments with paying agent, at cost 609,227 609,227 618,219 Revenue bond emergency: Short-term investments 500,000 500,000 500,000 Property sale proceeds account: Investments with paying agent, at cost 346,641 346,641 467,226 Capital projects account: Cash and cash equivalents 121,507 121,507 95,235 Short-term investments 209,288 209,288 594,278 Customer deposits: Cash and cash equivalents 847,300 847,300 769,605 Interest receivable on investments 19,201 19,201 19,990 Total restricted assets 2,661,802 0 0 0 2,661,802 3,106,429 Bond issuance cost 85,373 107,473 192,846 192,846 Less accumulated amortization 31,044 23,884 54,928 41,196 Net bond issuance cost 54,329 83,589 0 0 137,918 151,650 Utility plant and equipment in service, at cost: Land 1,528,966 340,000 1,868,966 1,528,966 Equipment 1,160,629 936,280 2,096,909 2,068,715 Waterworks and sanitary sewer system 26,375,668 26,375,668 26,203,611 Construction in progress 1,079,941 1,488,785 211,460 2,780,186 1,964,426 30,145,204 2,425,065 0 551,460 33,121,729 31,765,718 Less accumulated depreciation 12,397,224 32,843 12,430,067 11,507,717 Net utility plant and equipment in service 17,747,980 2,392,222 0 551,460 20,691,662 20,258,001 TOTAL ASSETS $27,526,264 $2,669,381 $14,987 $551,460 $30,762,092 $30,862,960 43 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1994 LIABILITIES AND FUND EQUITY Current liabilities: Payable from current assets: Overdrafts payable Accounts payable Accrued salaries and wages Due to other funds Total current liabilities Water and Drainage Recreation Golf Course Totals Sewer Fund Utility Fund Classes Fund 1995 1994 $ $ $ $ $0 $1,816,172 744,934 29 2,964 747,927 533,204 78,631 78,631 89,658 736,395 736,395 0 1,559,960 29 2,964 0 1,562,953 2,439,034 Current obligations payable from restricted assets: Customer and escrow deposits 847,300 847,300 769,605 Current portion of bonds payable 365,000 25,000 390,000 360,000 Accrued interest 35,452 26,467 61,919 65,686 Bonds payable 2,920,000 2,000,000 4,920,000 5,310,000 Deferred revenue 88,273 88,273 96,073 Total liabilities Fund equity: Contributed capital: From Euless Development Corporation From subdividers From Environmental Protection Agency From Trinity River Authority 5,815,985 2,051,496 2,964 0 7,870,445 9,040,398 14,371,398 239,617 15,000 14,626,015 0 551,460 551,460 14,371,398 14,107,711 239,617 239,617 15,000 15,000 0 551,460 15,177,475 14,362,328 Accumulated depreciation on assets acquired with contributed capital 5,923,531 5,923,531 5,505,659 Net contributed capital 8,702,484 0 0 551,460 9,253,944 8,856,669 Retained earnings: Reserved for: Computer 75,000 75,000 Revenue bond retirement 894,479 894,479 1,048,936 Emergency 500,000 500,000 500,000 Recycling 4,773 4,773 6,898 Total reserved 1,474,252 0 0 0 1,474,252 1,555,834 Unreserved 11,533,543 617,885 12,023 12,163,451 11,410,059 Total Retained earnings 13,007,795 617,885 12,023 0 13,637,703 12,965,893 Total fund equity 21,710,279 617,885 12,023 551,460 22,891,647 21,822,562 TOTAL LIABILITIES AND FUND EQUITY $27,526,264 $2,669,381 $14,987 $551,460 $30,762,092 $30,862,960 44 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 Water and Drainage Recreation Golf Course Totals Sewer Fund Utility Fund Classes Fund 1995 1994 Operating revenues: Water service $5,466,477 $ $ $ $5,466,477 $5,448,097 Sewer service 3,072,367 3,072,367 3,045,524 Drainage fees 337,163 337,163 342,835 Recreation fees 614,128 614,128 472,679 Service fees and miscellaneous 414,179 414,179 513,582 Total operating revenues 8,953,023 337,163 614,128 0 9,904,314 9,822,717 Operating expenses: General and administrative 424,448 424,448 492,129 Water production 3,436,407 3,436,407 2,981,299 Water distribution 403,616 403,616 308,762 Utility engineering 152,557 152,557 189,859 Sewage collection and treatment 1,163,696 1,163,696 1,296,503 Nondepartmental 1,410,328 1,410,328 1,578,317 Geographic information 83,894 83,894 Service center 513,183 513,183 513,119 Drainage 101,286 101,286 98,796 Recreation classes 628,319 628,319 426,986 Depreciation 892,814 29,536 922,350 861,642 Amortization 7,761 5,971 13,732 13,732 Total operating expenses 8,488,704 136,793 628,319 0 9,253,816 8,761,144 Operating income (loss) 464,319 200,370 (14,191) 0 650,498 1,061,573 Nonoperating revenues (expenses) Investment income 395,215 8,361 5,434 409,010 296,665 Rental income 35,000 Interest on bonds (183,430) (128,093) (311,523) (329,235) Total nonoperating revenues (expenses), net 211,785 (119,732) 5,434 0 97,487 2,430 Income (loss) before operating transfers 676,104 80,638 (8,757) 0 747,985 1,064,003 0 Operating transfers out (461,637) (16,709) (15,700) (494,046) (486,893) Net income (loss) 214,467 63,929 (24,457) 0 253,939 577,110 Add depreciation on fixed assets acquired with contributed capital 417,871 417,871 430,870 Increase (decrease) in retained earnings 632,338 63,929 (24,457) 0 671,810 1,007,980 Retained earnings, beginning of year 12,375,457 553,956 36,480 12,965,893 11,957,913 Retained earnings, end of year $13,007,795 $617,885 $12,023 $0 $13,637,703 $12,965,893 45 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 Water and Drainage Recreation Golf Course Totals Sewer Fund Utility Fund Classes Fund 1995 1994 OPERATING ACTIVITIES Operating income $464,319 $200,370 ($14,191) $ $650,498 $1,061,573 Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation and amortization expenses 900,575 35,507 936,082 875,374 (Increase) decrease due to net changes in: Accounts receivable and unbilled revenue 106,289 7,767 1,654 115,710 144,271 Due from other funds 100,000 100,000 100,000 Prepaids and deposits 997 997 (149) Due from other governments 11,250 11,250 (11,250) Increase (decrease) due to net changes in: Overdrafts payable (1,043,872) (1,043,872) 31,295 Accounts payable 435,918 (215,235) (3,214) 217,469 346,951 Accrued salaries and wages (11,027) (11,027) (17,674) Customer and escrow deposits 77,695 77,695 86,351 Deferred revenue (7,800) (7,800) (7,800) Total adjustments 570,025 (171,961) (1,560) 396,504 1,547,369 Net cash provided by operating activities 1,034,344 28,409 (15,751) 1,047,002 2,608,942 NONCAPITAL FINANCING ACTIVITIES Interest paid on bonds (186,920) (128,371) (315,291) (332,905) Reduction in bonds payable (335,000) (25,000) (360,000) (350,000) Operating transfer out (461,637) (16,709) (15,700) (494,046) (486,893) Net cash used in noncapital financing activities (983,557) (170,080) (15,700) 0 (1,169,337) (1,169,798) CAPITAL AND RELATED FINANCING ACTIVITIES Contributions in aid to construction 263,687 551,460 815,147 204,761 Purchase of utility plant and equipment in service (712,832) (94,465) (551,460) (1,358,757) (1,827,229) Proceeds from sale Net cash used in capital and related financing activities (449,145) (94,465) 0 0 (543,610) (1,622,468) 46 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 Water and Drainage Recreation Golf Course Totals Sewer Fund Utility Fund Classes Fund 1995 1994 INVESTING ACTIVITIES Purchase of investment securities (894,873) (894,873) (1,556,483) Proceeds from sale or maturity of investment securities 985,000 295,677 1,280,677 1,340,525 Interest received on investments 354,288 11,591 5,434 371,313 268,559 Rents received 35,000 Net cash provided by investing activities 444,415 307,268 5,434 0 757,117 87,601 Net increase (decrease) in cash and cash equivalents 46,057 71,132 (26,017) 0 91,172 (95,723) Cash and cash equivalents, beginning of year 974,808 23,506 41,004 0 1,039,318 1,135,041 Cash and cash equivalents, end of year $1,020,865 $94,638 $14,987 $0 $1,130,490 $1,039,318 47 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE BALANCE SHEETS SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1994 1995 1994 ASSETS Current assets: Cash and cash equivalents $43,420 $68,092 Short-term investments 5,409,198 4,984,758 Accounts receivable and unbilled revenue less allowance for estimated uncollectible accounts of $1,463 in 1995 and 1994 1,280,058 1,386,347 Accrued interest receivable 110,234 68,519 Prepaids and deposits 642 1,639 Due from other governments 0 11,250 Due from other funds 218,601 318,601 Total current assets 7,062,153 6,839,206 Restricted assets: Revenue bond debt service: Cash with paying agent 8,638 41,876 Revenue bond retirement: Investments with paying agent, at cost 609,227 618,219 Revenue bond emergency: Short-term investments 500,000 500,000 Property sale proceeds account: Investments with paying agent, at cost 346,641 467,226 Capital projects account: Cash and cash equivalents 121,507 95,235 Short-term investments 209,288 594,278 Customer deposits: Cash and cash equivalents 847,300 769,605 Interest receivable on investments 19,201 19,990 Total restricted assets 2,661,802 3,106,429 Bonds issuance cost Less accumulated amortization Net bond issuance cost 85,373 85,373 31,044 23,283 54,329 62,090 Utility plant and equipment in service, at cost: Land 1,528,966 1,528,966 Equipment 1,160, 629 1,132,435 Waterworks and sanitary sewer system 26,375,668 26,203,611 Construction in progress 1,079,941 570,106 30,145,204 29,435,118 Less accumulated depreciation 12,397,224 11,504,410 Net utility plant and equipment in service 17,747,980 17,930,708 TOTAL ASSETS $27,526,264 $27,938,433 48 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE BALANCE SHEETS SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1994 1995 1994 LIABILITIES AND FUND EQUITY Current liabilities: Payable from current assets: Overdrafts payable $0 $1,780,267 Accounts payable 744,934 311,762 Accrued salaries and wages 78,631 89,658 Due to other funds 736,395 0 Total current liabilities 1,559,960 2,181,687 Current obligations payable from restricted assets: Customer and escrow deposits 847,300 769,605 Current portion of bonds payable 365,000 335,000 Accrued interest 35,452 38,942 Bonds payable 2,920,000 3,285,000 Deferred revenue 88,273 96,073 Total liabilities 5,815,985 6,706,307 Fund equity: Contributed capital: From subdividers 14,371,398 14,107,711 From Environmental Protection Agency 239,617 239,617 From Trinity River Authority 15,000 15,000 14,626,015 14,362,328 Accumulated depreciation on assets acquired with contributed capital 5,923,531 5,505,659 Net contributed capital 8,702,484 8,856,669 Retained earnings: Reserved for: Computer 75,000 0 Revenue bond retirement 894,479 1,048,936 Recycling 4,773 6,898 Emergency 500,000 500,000 Total reserved 1,474,252 1,555,834 Unreserved 11,533,543 10,819,623 Total retained earnings 13,007,795 12,375,457 Total fund equity 21,710,279 21,232,126 TOTAL LIABILITIES AND FUND EQUITY $27,526,264 $27,938,433 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE STATEMENTS OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 1995 1994 Operating revenues: Water service $5,466,477 $5,448,097 Sewer service 3,072,367 3,045,524 Service fees and miscellaneous 414,179 513,582 Total operating revenues 8,953,023 9,007,203 Operating expenses: General and administrative 424,448 492,129 Water production 3,436,407 2,981,299 Water distribution 403,616 308,762 Utility engineering 152,557 189,859 Sewage collection and treatment 1,163,696 1,296,503 Nondepartmental 1,410,328 1,578,317 Geographic information 83,894 0 Service center 513,183 513,119 Depreciation 892,814 858,335 Amortization 7,761 7,761 Total operating expenses 8,488,704 8,226,084 Operating income 464,319 781,119 Nonoperating revenues (expenses) Investment income 395,215 271,588 Interest on bonds (183,430) (199,875) Rental income 0 35,000 Total nonoperating revenues (expenses), net 211,785 106,713 Income before operating transfers 676,104 887,832 Operating transfers out (461,637) (459,793) Net income 214,467 428,039 Add depreciation on fixed assets acquired with contributed capital 417,871 430,870 Increase (decrease) in retained earnings 632,338 858,909 Retained earnings, beginning of year 12,375,457 11,516,548 Retained earnings, end of year $13,007,795 $12,375,457 50 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE SCHEDULE OF OPERATING EXPENSES YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 1995 1994 General and administrative: Salaries and benefits $251,748 $356,024 Postage and supplies 48,337 48,309 Maintenance of office machinery 6,455 29,203 Bad debts 25,326 15,380 Other 92,582 43,213 424,448 492,129 Water production: Salaries and benefits 272,199 274,313 Operating supplies and expense 52,035 33,058 Maintenance of structures and equipment 14,200 16,827 Contracts - Trinity River Authority (174,848) 0 Water - Trinity River Authority 3,272,821 2,657,101 3,436,407 2,981,299 Water distribution: Salaries and benefits 297,880 219,646 Operating supplies and expenses 22,833 15,670 Maintenance of structures and equipment 51,655 42,289 Sewer - Trinity River Authority 31,248 31,157 403,616 308,762 Utility engineering: Salaries and benefits 125,697 155,121 Operating supplies and expenses 26,610 17,148 Maintenance of structures and equipment 0 14,559 Contractual services 250 3,031 152,557 189,859 Sewage collection and treatment: Salaries and benefits 210,891 191,850 Operating supplies and expenses 53,443 25,682 Maintenance of structures and equipment 591 16,638 Treatment fees - Trinity River Authority 898,771 1,062,333 1,163, 696 1,296,503 51 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE SCHEDULE OF OPERATING EXPENSES YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 1995 1994 Nondepartmental: Salaries and benefits 364,301 385,764 Operating supplies and expenses 586,264 43,274 Contractual services 0 689,486 Franchise fees 459,763 459,793 1,410,328 1,578,317 Service center: Salaries and benefits 191,367 174,361 Motor fuel and supplies 213,519 256,752 Maintenance of structures and equipment 56,160 73,179 Other 52,137 8,827 513,183 513,119 Information system: Salaries and benefits 48,604 0 Operating supplies and expenses 3,819 0 Maintenance of machinery and equipment 28,588 0 Contractual services 2,883 0 83,894 0 Depreciation and amortization 900,575 866,096 Total operating expenses $8,488,704 $8,226,084 52 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE STATEMENTS OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 1995 1994 OPERATING ACTIVITIES Operating income $464,319 $781,119 Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation and amortization expenses 900,575 866,096 (Increase) decrease due to net changes in: Accounts receivable and unbilled revenue 106,289 119,009 Due from other funds 100,000 100,000 Prepaids and deposits 997 (149) Due from other governments 11,250 (11,250) Increase (decrease) due to net changes in: Overdrafts payable (1,043,872) 31,295 Accounts payable 435,918 145,704 Accrued salaries and wages (11,027) (17,674) Customer and escrow deposits 77,695 86,351 Deferred revenue (7,800) (7,800) Total adjustments 570,025 1,311,582 Net cash provided by operating activities 1,034,344 2,092,701 NONCAPITAL FINANCING ACTIVITIES Interest paid on bonds (186,920) (203,285) Reduction in bonds payable (335,000) (325,000) Operating transfers out (461,637) (459,793) Net cash used in noncapital financing activities (983,557) (988,078) CAPITAL AND RELATED FINANCING ACTIVITIES Contributions in aid to construction 263,687 204,761 Purchase of utility plant and equipment in service (712,832) (626,378) Net cash used in capital and related financing activities (449,145) (421,617) INVESTING ACTIVITIES Purchase of investment securities (894,873) (1,556,483) Proceeds from sale or maturity of investment securities 985,000 653,758 Interest received on investments 354,288 241,001 Rents received 0 35,000 Net cash provided by (used in) investing activities 444,415 (626,724) Net increase in cash and cash equivalents 46,057 56,282 Cash and cash equivalents, beginning of year 974,808 918,526 Cash and cash equivalents, end of year $1,020,865 $974,808 53 CITY OF EULESS, TEXAS WATER AND SEWER FUND AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 1995 Capital Bond Operating Projects Reserve Account Account Account ASSETS Current assets: Cash and cash equivalents $ $ $ Short-term investments 4,756,609 Accounts receivable and unbilled revenue less allowance for estimated uncollectible accounts of $1,463 1,280,058 Accrued interest receivable 102,543 Prepaids and deposits 642 Due from other funds 218,601 Total current assets 6,358,453 0 0 Restricted assets: Revenue bond debt service: Cash with paying agent 8,638 Revenue bond retirement: Investments with paying agent, at cost 609,227 Revenue bond emergency: Short-term investments 500,000 Property sale proceeds account: Investments with paying agent, at cost 346,641 Capital projects account: Cash and cash equivalents 121,507 Short-term investments 209,288 Customer deposits: Cash and cash equivalents 847,300 Interest receivable on investments 19,201 Total restricted assets 1,347,300 330,795 983,707 Bonds issuance cost 85,373 Less accumulated amortization 31,044 Net bond issuance cost 54,329 0 0 Utility plant and equipment in service, at cost: Land 1,528,966 Equipment 1,103,475 4,280 Waterworks and sanitary sewer system 26,375,668 Construction in progress 1,079,941 29,008,109 1,084,221 0 Less accumulated depreciation 12,397,224 Net utility plant and equipment in service 16,610,885 1,084,221 0 TOTAL ASSETS $24,370,967 $1,415,016 $983,707 54 Service Impact Debt Center Fees Service Account Account Account Eliminations Total September 30, 1995 $10,691 $32,729 $ $ $43,420 652,589 5,409,198 1,280,058 7,691 110,234 642 218,601 10,691 693,009 0 0 7,062,153 8,638 609,227 500,000 346,641 121,507 209,288 847,300 19,201 0 0 0 0 2,661,802 85,373 31,044 0 0 0 0 54,329 1,528,966 52,874 1,160,629 26,375,668 1,079,941 52,874 0 0 0 30,145,204 12,397,224 52,874 0 0 0 17,747,980 $63,565 $693,009 $0 $0 $27,526,264 CITY OF EULESS, TEXAS WATER AND SEWER FUND AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 1995 Capital Bond Operating Projects Reserve Account Account Account LIABILITIES AND FUND EQUITY Current liabilities: Payable from current assets: Accounts payable $660,671 $20,096 $ Accrued salaries and wages 78,631 Due to other funds 682,619 Total current liabilities 1,421,921 20,096 0 Current obligations payable from restricted assets: Customer and escrow deposits 847,300 Current portion of bonds payable 365,000 Accrued interest 35,452 Bonds payable 2,920,000 Deferred revenue 88,273 Total liabilities 5,642,494 20,096 35,452 Fund equity: Contributed capital: From subdividers 13,789,751 From Environmental Protection Agency 239,617 From Trinity River Authority 15,000 14,044,368 0 0 Accumulated depreciation on assets acquired with contributed capital 5,923,531 Net contributed capital 8,120,837 0 0 Retained earnings: Reserved for: Computer 75,000 Revenue bond retirement 948,255 Recycling 4,773 Emergency 500,000 Total reserved 579,773 0 948,255 Unreserved 10,027,863 1,394,920 Total retained earnings 10,607,636 1,394,920 948,255 Total fund equity 18,728,473 1,394,920 948,255 TOTAL LIABILITIES AND FUND EQUITY $24,370,967 $1,415,016 $983,707 56 Service Impact Debt Center Fees Service Account Account Account $64,167 $ $ $ 53,776 64,167 0 53,776 Eliminations 0 Total September 30, 1995 $744,934 78,631 736,395 1,559,960 847,300 365,000 35,452 2,920,000 88,273 64,167 0 53,776 0 5,815,985 581,647 14,371,398 239,617 15,000 0 0 0 581,647 14,626,015 5,923,531 0 0 0 581,647 8,702,484 75,000 (53,776) 894,479 4,773 500,000 0 0 (53,776) 0 1,474,252 (602) 693,009 (581,647) 11,533,543 (602) 693,009 (53,776) (581,647) 13,007,795 (602) 693,009 (53,776) 0 21,710,279 $63,565 $693,009 $0 $0 $27,526,264 CITY OF EULESS, TEXAS WATER AND SEWER FUND AGGREGATING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS ACCOUNTS YEAR ENDED SEPTEMBER 30, 1995 Capital Bond Operating Projects Reserve Account Account Account Operating revenues: Water service $5,466,477 $ $ Sewer service 3,072,367 Service fees and miscellaneous 388,821 Total operating revenues 8,927,665 0 0 Operating expenses: General and administrative 291,367 70,652 Water production 3,436,407 Water distribution 403,616 Utility engineering 152,557 Sewage collection and treatment 1,163,696 Nondepartmental 1,410,328 Geographic information 83,894 Service center Depreciation 892,814 Amortization 7,761 Total operating expenses 7,842,440 70,652 0 Operating income (loss) 1,085,225 (70,652) 0 Nonoperating revenues (expenses) Investment income 299,625 20,477 48,104 Interest on bonds (72,335) Total nonoperating revenues (expenses), net 299,625 20,477 (24,231) Income (loss) before operating transfers 1,384,850 (50,175) (24,231) Operating transfers from other funds or other water and sewer accounts 507,057 282,943 Operating transfers to other funds or other water and sewer accounts (1,751,859) (130,000) Net income (loss) 140,048 232,768 (154,231) Add depreciation on fixed asset acquired with contributed capital 417,871 Increase (decrease) in retained earnings 557,919 232,768 (154,231) Retained earnings (deficit), beginning of year 10,049,717 1,162,152 1,102,486 Retained earnings (deficit), end of year $10,607,636 $1,394,920 $948,255 58 Service Impact Debt Total Center Fees Service September 30, Account Account Account Eliminations 1995 $ $ $ $ $5,466,477 3,072,367 25,358 263,687 (263,687) 414,179 25,358 263,687 0 (263,687) 8,953,023 61,202 1,227 424,448 3,436,407 403,616 152,557 1,163,696 1,410,328 83,894 513,183 513,183 892,814 7,761 513,183 61,202 1,227 0 8,488,704 (487,825) 202,485 (1,227) (263,687) 464,319 27,009 395,215 (111,095) (183,430) 0 27,009 (111,095) 0 211,785 (487,825) 229,494 (112,322) (263,687) 676,104 520,000 112,096 (1,422,096) 0 (1,874) 1,422,096 (461,637) 30,301 229,494 (226) (263,687) 214,467 417,871 30,301 229,494 (226) (263,687) 632,338 (30,903) 463,515 (53,550) (317,960) 12,375,457 ($602) $693,009 ($53,776) ($581,647) $13,007,795 CITY OF EULESS, TEXAS DRAINAGE UTILITY FUNDS AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 1995 Total Operating Construction Elimi- September 30, Account in Progress nations 1995 ASSETS Current assets: Cash and cash equivalents $56,792 $37,846 $ $94,638 Short term investments 80,098 80,098 Accounts and unbilled revenue less allowance for uncollectibles of $141,080 for drainage utility 18,834 18,834 Total current assets 155,724 37,846 0 193,570 Bond issuance cost Less accumulated amortization Net bond issuance cost 107,473 107,473 23,884 23,884 0 83,589 0 83,589 Utility plant and equipment in service, at cost: Equipment 936,280 936,280 Construction in Progress 1,488,785 1,488,785 936,280 1,488,785 0 2,425,065 Less accumulated depreciation 32,843 32,843 Net utility plant and equipment in service 903,437 1,488,785 0 2,392,222 TOTAL ASSETS $1,059,161 $1,610,220 $0 $2,669,381 LIABILITIES AND FUND EQUITY Current liabilities: Accounts payable $29 $ $ $29 Total current liabilities 29 0 0 29 Current portion of bonds payable 25,000 25,000 Accrued interest 26,467 26,467 Bonds payable 2,000,000 2,000,000 Total liabilities 29 2,051,467 0 2,051,496 Retained earnings: Unreserved 1,059,132 (441,247) 617,885 Total fund equity 1,059,132 (441,247) 0 617,885 TOTAL LIABILITIES AND FUND EQUITY $1,059,161 $1,610,220 $0 $2,669,381 60 CITY OF EULESS, TEXAS DRAINAGE UTILITY FUNDS AGGREGATING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS ACCOUNTS YEAR ENDED SEPTEMBER 30, 1995 Total Operating Construction Elimi- September 30, Account in Progress nations 1995 Operating revenues: Drainage fees $337,163 $ $ $337,163 Total operating revenues 337,163 $ $ 337,163 Operating expenses: Drainage 101,286 101,286 Depreciation 29,536 29,536 Amortization 5,971 5,971 Total operating expenses 130,822 5,971 0 136,793 Operating income (loss) 206,341 (5,971) 0 200,370 Nonoperating revenues (expenses): Investment income 8,361 8,361 Interest on bonds (128,093) (128,093) Total nonoperating revenues (expenses), net 8,361 (128,093) 0 (119,732) Income (loss) before operating transfers 214,702 (134,064) 0 80,638 Operating transfers in 503,370 (503,370) 0 Operating transfers out (520,079) 503,370 (16,709) (Decrease) increase in retained earnings (305,377) 369,306 0 63,929 Retained (deficit) earnings, beginning of year 1,364,509 (810,553) 553,956 Retained (deficit) earnings, end of year $1,059,132 ($441,247) $0 $617,885 61 INTERNAL SERVICE FUNDS Internal service funds are used to account for the financing of goods or services provided by one department to other departments of the government and to other government units, on a cost reimbursement basis. Equipment Replacement Fund - to account for the accumulation of funds planned to be used in replacing existing equipment. Funding is provided annually by the user departments. Insurance Fund - to account for the revenue and expenses resulting from providing health insurance to the City's employees. Risk Management Fund - to account for the revenue and expenses applicable to the self- insurance program for worker's compensation and for general liability and property claims. Cash and Debt Management Fund - to account for the revenues and expenses incurred in providing cash and debt management services to all funds. Funding is provided by a predetermined amount of earned investment income, not to exceed total fund expenses. CITY OF EULESS, TEXAS INTERNAL SERVICE FUND COMBINING BALANCE SHEET SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1994 Risk Cash and Equipment Manage- Debt Replacement Insurance ment Manage- Total Total Fund Fund Fund ment Fund 1995 1994 ASSETS Cash and cash equivalents $ $ $55,323 $ $55,323 $337,595 Short-term investments 359,322 460,844 820,166 823,976 Due from other funds 111,977 162,608 200,201 474,786 0 Total current assets 471,299 162,608 716,368 0 1,350,275 1,161,571 Equipment, at cost, net of accumulated depreciation of $523,621 in 1995 TOTAL ASSETS LIABILITIES AND RETAINED EARNINGS 756,116 756,116 831,413 $1,227,415 $162,608 $716,368 $0 $2,106,391 $1,992,984 Accounts payable $7,169 $34,647 $17,209 $ $59,025 $39,816 Accrued insurance claims 70,000 70,000 70,000 Due to other funds 62,605 62,605 62,605 Total current liabilities 7,169 104,647 79,814 0 191,630 172,421 Retained earnings: Reserved: Insurance 41,000 41,000 41,000 Workers' compensation 200,000 200,000 200,000 Risk management 200,000 200,000 200,000 Total reserved 0 41,000 400,000 0 441,000 441,000 Unreserved 1,220,246 16,961 236,554 1,473,761 1,379, 563 Total retained earnings 1,220,246 57,961 636,554 0 1,914,761 1,820,563 TOTAL LIABILITIES AND RETAINED EARNINGS $1,227,415 $162,608 $716,368 $0 $2,106,391 $1,992,984 63 CITY OF EULESS, TEXAS INTERNAL SERVICE FUND COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1994 Risk Cash and Equipment Manage- Debt Replacement Insurance ment Manage- Total Total Fund Fund Fund ment Fund 1995 1994 Operating revenues: Insurance premiums $ $1,157,504 $573,496 $ $1,731,000 $1,794,566 Service fees and miscellaneous 263,428 263,428 257,736 Total operating revenues 263,428 1,157,504 573,496 0 1,994,428 2,052,302 Operating expenses: General and administrative 66,695 224,470 47,248 338,413 421,385 Insurance costs 1,188,631 259,834 1,448,465 1,236,953 Depreciation 230,871 230,871 176,703 Total operating expenses 230,871 1,255,326 484,304 47,248 2,017,749 1,835,041 Operating income (loss) 32,557 (97,822) 89,192 (47,248) (23,321) 217,261 Non -operating revenues: Investment income 15,543 31,717 47,248 94,508 73,304 Gain on sale of fixed assets 65,133 65,133 4,925 Total nonoperating revenues, net 80,676 0 31,717 47,248 159,641 78,229 Income before operating transfers 113,233 (97,822) 120,909 0 136,320 295,490 Operating transfers in 4,534 50,000 54,534 50,000 Operating transfers out (30,548) (66,108) (96,656) (100,286) Net income 117,767 (78,370) 54,801 0 94,198 245,204 Retained Earnings, Beginning of Year 1,102,479 136,331 581,753 1,820,563 1,575,359 Retained Earnings, End of Year $1,220,246 $57,961 $636,554 $0 $1,914,761 $1,820,563 64 CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1995 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1994 Risk Cash and Equipment Manage- Debt Replacement Insurance ment Management Total Total Fund Fund Fund Fund 1995 1994 OPERATING ACTIVITIES Operating income (loss) $32,557 ($97,822) $89,192 ($47,248) ($23,321) $217,261 Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities: Depreciation expense 230,871 230,871 176,703 Increase (decrease) in short term investments (163,223) 167,033 3,810 (175,031) Increase (decrease) in accounts payable 7,170 13,127 (1,087) 19,210 38,776 Increase in due from other funds (111,977) (162,608) (200,201) (474,786) 0 Total adjustments (37,159) (149,481) (34,255) 0 (220,895) 40,448 Net cash provided by (used in) operating activities (4,602) (247,303) 54,937 (47,248) (244,216) 257,709 NONCAPITAL FINANCING ACTIVITIES Operating transfers in 4,534 50,000 54,534 50,000 Operating transfers out (30,548) (66,108) (96,656) (100,286) Net cash provided by (used in) noncapital financing activities 4,534 19,452 (66,108) 0 (42,122) (50,286) CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of equipment (125,383) (125,383) (270,836) Sale of equipment 34,941 34,941 4,925 Net cash used in capital and related financing activities (90,442) 0 0 0 (90,442) (265,911) INVESTING ACTIVITIES Interest received on investments 15,543 31,717 47,248 94,508 73,304 Net increase (decrease) in cash and cash equivalents (74,967) (227,851) 20,546 0 (282,272) 14,816 Cash and cash equivalents, beginning of year 74,967 227,851 34,777 337,595 322,779 Cash and cash equivalents, end of year $0 $0 $55,323 $0 $55,323 $337,595 65 AGENCY FUNDS Agency funds are used to account for assets held by the government as an agent for individuals, private organizations, other governments and/or other funds. Deferred Compensation - To account for assets held for employees in accordance with the provisions of Internal Revenue Code Section 457. DEA Task Force - To account for assets and liabilities received from the DEA task force CITY OF EULESS, TEXAS AGENCY FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 1995 Deferred DEA Compensation Task Agency Force Fund Fund 1995 1994 Assets: Cash $ $3,058 $3,058 $0 Investments 2,654,685 55,087 2,709,772 2,428,950 Total assets $2,654,685 $58,145 $2,712,830 $2,428,950 Liabilities: Deferred compensation benefits payable $2,654,685 $ $2,654,685 $2,428,950 Due to other governments 58,145 58,145 0 Total liabilities $2,654,685 $58,145 $2,712,830 $2,428,950 67 CITY OF EULESS, TEXAS AGENCY FUNDS STATEMENTS OF CHANGES IN ASSETS AND LIABILITIES YEAR ENDED SEPTEMBER 30, 1995 Balance Balance September 30, September 3 1994 Additions Deletions 1995 DEFERRED COMPENSATION: Assets: Investments $2,428,950 $464,866 $239,131 $2,654,685 Liabilities: Deferred compensation benefits payable $2,428,950 $464,866 $239,131 $2,654,685 DEA TASK FORCE FUND: Assets: Cash $ $3,058 $ $3,058 Investments 55,087 55,087 $0 $58,145 $0 $58,145 Liabilities: Due to other governments $0 $58,145 $0 $58,145 68 GENERAL FIXED ASSETS ACCOUNT GROUP To account for fixed assets not used in proprietary fund operations. CITY OF EULESS, TEXAS COMPARATIVE SCHEDULE OF GENERAL FIXED ASSETS - BY SOURCE SEPTEMBER 30, 1995 AND 1994 1995 1994 General fixed assets: Land $3,091,217 $871,250 Building 5,967,286 4,927,995 Improvements other than buildings 2,546,081 1,660,922 Machinery and equipment 4,415,304 4,201,683 Total general fixed assets $16,019,888 $11,661,850 Investment in general fixed assets by source: General fund $5,508,542 $5,308,718 Special revenue funds 4,587,117 428,903 Capital projects funds 5,924,229 5,924,229 Total investment in general fixed assets $16,019,888 $11,661,850 CITY OF EULESS, TEXAS SCHEDULE OF GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY SEPTEMBER 30, 1995 Function and Activity General government Public safety Culture and recreation Highways and streets Construction -in -progress Total General Fixed Assets Land Building $2,489,926 $2,422,165 234,325 1,315,968 366,966 2,229,153 $3,091,217 $5,967,286 Improvements Other than Buildings $470,753 36,758 885,240 1,153, 330 $2,546,081 Machinery and Equipment $1,003,213 2,392,447 595,220 325,957 98,467 $4,415,304 Total $6,386,057 3,979,498 4,076,579 325,957 1,251,797 $16,019,888 71 CITY OF EULESS, TEXAS SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY YEAR ENDED SEPTEMBER 30, 1995 General Fixed General Fixed Assets Assets Function September 30, September 30, and Activity 1994 Additions Deletions 1995 General government $2,647,647 $3,738,410 $ $6,386,057 Public safety 3,902,369 77,129 3,979,498 Culture and recreation 4,076,579 4,076,579 Highways and streets 325,957 325,957 Construction -in -progress 709,298 542,499 1,251,797 $11,661,850 $4,358,038 $ $16,019,888 72 STATISTICAL SECTION (unaudited) CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION LAST TEN FISCAL YEARS (Unaudited) Table 1 General Fiscal Govern- Public Culture- Debt Year ment Safety Streets Recreation Service Other Total 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 1994 2,160,916 6,595,803 526,136 1,514,311 1,640,120 1,041,424 13,478,710 1995 2,193,512 6,708,056 575,608 1,430,955 1,650,196 1,085,690 13,644,017 Note: Includes General Fund and Debt Service Fund. 74 CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL REVENUES BY SOURCE LAST TEN FISCAL YEARS (Unaudited) Fiscal Year Licenses and Taxes Permits 1986 $6,374,355 $330,136 1987 7,450,693 201,468 1988 8,044,902 164,031 1989 8,394,653 222,424 1990 8,529,240 290,944 1991 9,262,024 237,400 1992 9,550,034 210,525 1993 10,274,743 312,660 1994 10,847,785 364,617 1995 11,362,414 420,624 I nter- govern- mental $601,988 535,814 380,612 265 19,078 91,064 46,405 54,797 227,464 50,912 64,601 1,291,629 59,042 1,353,196 81,311 1,592,194 88,036 1,941,505 Note: Includes General Fund and Debt Service Fund. Charges for Service Fines and Fees 1 nterest Income and Other Revenues Table 2 Total $60,466 $423,482 $664,199 $8,454,626 52,890 413,120 729,595 9,383,580 54,682 501,151 610,444 9,755,822 43,053 904,238 1,035,689 10,600,322 55,163 1,158, 986 929,589 10, 983, 000 54,399 971,875 740,796 11,357,558 448,765 11,611,959 413,151 12, 467, 589 420,641 13,534,012 916,167 14,779,658 75 CITY OF EULESS, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS (Unaudited) Table 3 Percent of Ratio of Percent of Current Delinquent Total Tax Outstanding Delinquent Fiscal Total Current Tax Taxes Tax Total Tax Collections Delinquent Taxes to Year Tax Levy Collections Collected Collections Collections to Tax Levy Taxes Tax Levy 1986 $3,814,110 $3,575,594 93.75% $76,236 $3,651,830 95.75% $393,256 10.31% 1987 4,485,209 4,704,417 104.89% 167,892 4,872,309 108.63% 428,865 9.56% 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 99.01% 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 97.90% 147,498 5,913,231 100.40% 577,695 9.81% 1993 5,943,537 5,880,688 98.94% 73,853 5,954,541 100.19% 239,370 4.03% 1994 6,259,282 5,874,486 93.85% 38,770 5,913,256 94.47% 355,032 5.67% 1995 6,113,427 6,037,510 98.76% 96,556 6,134,066 100.34% 334,393 5.47% 76 CITY OF EULESS, TEXAS ASSESSED AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS (Unaudited) Real Property Personal Property Estimated Fiscal Assessed Actual Assessed Actual Year Value Value Value Value 1986 $779,704,042 $779,704,042 $88,759,776 $88,759,776 1987 1, 080, 231, 222 1, 080, 231, 222 101,144, 524 101,144, 524 1988 1,024,645,236 1,024,645,236 112,007,718 112,007,718 1989 968,871,391 968,871,391 112,795,668 112,795,668 1990 967,682,949 967,682,949 117,494,828 117,494,828 1991 1, 050, 436, 076 1, 050, 436, 076 108, 768, 428 108, 768, 428 1992 872,811,737 872,811,737 127,990,604 127,990,604 1993 965,322,639 965,322,639 136,823,626 136,823,626 1994 970,248,082 970,248,082 147,568,746 147,568,746 1995 1,056,473,654 1,056,473,654 167,646,390 167,646,390 Source: Tarrant Appraisal District 77 Table 4 Ratio of Total Assessed Total to Estimated Assessed Actual Actual Value Value Value $868,463,818 $868,463,818 100% 1,181,375,746 1,181,375,746 1,136,652,954 1,136,652,954 1,081,667,059 1,081,667,059 1,085,177,777 1,085,177,777 1,159, 204, 504 1,159, 204, 504 1,000,802,341 1,000,802,341 1,102,146, 265 1,102,146, 265 1,117,816,828 1,117,816,828 1,224,120,044 1,224,120,044 100% 100% 100% 100% 100% 100% 100% 100% 100% 78 CITY OF EULESS, TEXAS PROPERTY TAX RATES ALL OVERLAPPING GOVERNMENTS PER $100 OF ASSESSED VALUE LAST TEN FISCAL YEARS (Unaudited) Table 5 Fiscal Junior Year City (1) School (2) County (3) Hospital (3) College (3) Total 1986 0.4400000% 0.8200% 0.098660% 0.096340% 0.031650% 1.4866500% 1987 0.4200000% 0.7800% 0.117720% 0.111250% 0.031530% 1.4605000% 1988 0.4400000% 0.9169% 0.117720% 0.111250% 0.031530% 1.6174000% 1989 0.4600000% 1.0200% 0.156509% 0.133000% 0.031480% 1.8009890% 1990 0.4875000% 1.0600% 0.182000% 0.153000% 0,033000% 1.9155000% 1991 0.5408500% 1.1300% 0.196000% 0.177500% 0.034700% 2.0790500% 1992 0.5685000% 1.3200% 0.236800% 0.205800% 0.038400% 2.3695000% 1993 0.5985637% 1.5050% 0.277100% 0.229100% 0.043292% 2.6530557% 1994 0.6186170% 1.5150% 0.271880% 0.242100% 0.046710% 2.6943070% 1995 0.6160000% 1.5350% 0.271870% 0.244640% 0.056510% 2.7240200% Notes: A. General property taxes for cities are limited by the Texas Constitution to $2.50 per $100 of assessed valuation. B. City general property taxes are due each year on October 1 and become delinquent on February 1 each year. Penalties and interest are assessed on late payments. There are no discounts. C. The City's taxes are collected by Tarrant County and are distributed to the City as collected. Sources: (1) City records (2) Hurst -Euless -Bedford Independent School District (3) Tarrant County CITY OF EULESS, TEXAS RATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA LAST TEN FISCAL YEARS (Unaudited) Table 6 Net Bonded Net Estimated Net Debt to Bonded Fiscal Population Assessed General Assessed Debt Per Year (1) Value (2) Debt (3) Value Capita 1986 37,650 $868,463,818 $10,083,064 1.16% $268 1987 38,700 1,181,375,746 10,366,504 0.88% 268 1988 39,750 1,136,652,954 10,181,354 0.90% 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% 321 1991 38,369 1,159, 204, 504 11, 521, 321 0.99% 300 1992 38,760 1,000,802,341 11,281,740 1.13% 291 1993 38,778 1,102,146,265 11,321,467 1.03% 292 1994 39,650 1,117,816,828 10,277,666 0.92% 259 1995 39,750 1,224,120,044 9,117,594 0.74% 229 (1) Estimates by North Central Texas Council of Governments as of January 1, 1995. (2) Tarrant Appraisal District (3) Includes General Obligation Bonds and Certificates of Obligation. 80 CITY OF EULESS, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT SEPTEMBER 30, 1995 (Unaudited) Jurisdiction Table 7 Percentage Amount Applicable Applicable Net Debt to City to City Outstanding of Euless of Euless City of Euless $9,117,594 100.00% $9,117,594 Grapevine-Colleyville Independent School District 110,005,323 2.12% 2,332,113 Hurst -Euless -Bedford Independent School District 64,431,545 26.79% 17,261,211 Tarrant County 177,115,000 2.72% 4,817,528 Tarrant County Hospital County 48,764,764 2.72% 1,326,402 Tarrant County Junior College District 72,681,345 2.72% 1,976,933 Total direct and overlapping debt $36,831,781 Ratio of direct and overlapping bonded debt to taxable assessed valuation 2.26% Per capita direct and overlapping bonded debt $927 81 CITY OF EULESS, TEXAS RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR NET GENERAL BONDED DEBT TO TOTAL GENERAL EXPENDITURES LAST TEN FISCAL YEARS (Unaudited) Table 8 Ratio of Debt Service Interest to and Total Total General Fiscal Fiscal Debt General Expendi- Year Principal Charges Service Expenditures tures 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 % 1994 1,085,406 554,714 1,640,120 13,478,710 12.17% 1995 1,150,000 500,196 1,650,196 13,644,017 12.09% 82 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE WATER AND SEWER BONDS LAST TEN FISCAL YEARS (Unaudited) Table 9 Net Direct Revenue Interest Gross Operating Available and Fiscal Revenue Expenses for Debt Fiscal Coverage Year (1) (2) & (3) Services Principal Charges Total Ratio 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 1994 9,278,791 7,359,988 1,918,803 325,000 199,875 524,875 3.66 1995 9,348,238 7,588,129 1,760,109 335,000 183,430 518,430 3.40 Notes: 1. Operating revenues and investment interest of Water and Sewer Fund. 2. Total operating expenses of Water and Sewer Fund exclusive of depreciation and amortization. 3. Excludes amortization and depreciation and includes theoretical debt service payments made to Trinity River Authority treated as operating expense for bond coverage purposes through 1989; subsequent to fiscal year 1989, accounting for Trinity River Authority payments was changed and is consistent with the debt service treatment above. 83 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE DRAINAGE UTILITY BONDS LAST THREE FISCAL YEARS (Unaudited) Table 10 Net Direct Revenue Interest Gross Operating Available and Fiscal Revenue Expenses for Debt Fiscal Coverage Year (1) (2) Services Principal Charges Total Ratio 1993 $371,241 $65,326 $305,915 $25,000 $142,552 $167,552 1.83 1994 367,912 98,796 269,116 25,000 129,360 154,360 1.74 1995 345,524 101,286 244,238 25,000 128,093 153,093 1.60 Note: The Drainage Utility Fund had no outstanding debt or debt service prior to 1992. (1) Includes operating revenue and interest earned on investments. (2) Total operating expenses exclusive of depreciation and amortization. 84 CITY OF EULESS, TEXAS DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS (Unaudited) Table 11 Per Capita School Unemployment Fiscal Population Income Enrollment Rate Year (1) (2) (3) (4) 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% 1994 39,650 20,601 19,236 5.1 % 1995 39,750 20,750 19,235 4.7% 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 85 CITY OF EULESS, TEXAS PRINCIPAL TAXPAYERS SEPTEMBER 30, 1995 (Unaudited) Taxpayer EFW Association Southwestern Bell Telephone Company Somerset Village Partners, LP TU Electric Southwest Properties Bear Creek Apartments, Inc. AMLI SW Home Depot USA, Inc. Ferguson Enterprises, Inc. Euless Holdings, LC Type of Business Land Telephone Utility Apartments Electric Utility Apartments Apartments Retail Retail Manufacturing Land 1994 Assessed Valuation $25,684,705 21,597,160 20,709,172 18,144,792 12,758,000 10,494,015 9,855,074 8,745,099 8,076,140 7,997,722 144, 061, 879 Table 12 Percentage of Total Assessed Valuation 2.43% 2.04% 1.96% 1.72% 1.21% 0.99% 0.93% 0.83% 0.76% 0.76% 13.63% 86 CITY OF EULESS, TEXAS TMRS DEFINED CONTRIBUTION PLAN ANALYSIS OF FUNDING PROGRESS LAST SEVEN FISCAL YEARS - NOTE 1 (Unaudited) Table 13 Unfunded Pension Book Value Obligation of Net Unfunded as a Assets Pension Annual Percentage Available Pension Percent- Benefit Covered of Fiscal for Benefit age Obligation Payroll Covered Year Benefits Obligation Funded (3) (2) Payroll (4) 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% 1994 18,545,269 24,205,730 76.62% 5,660,461 9,066,344 62.43% 1995 20,958,598 27,160,804 77.16% 6,202,206 9,331,144 66.47% Notes: 1. Pension benefit obligation information is unavailable prior to fiscal year ended 1989. 2. City records 3. Texas Municipal Retirement System 4. After an actuarial study for the 5 year period of 1988-1992, revised assumptions were adopted by the TMRS Board to increase the rate of funding due to significantly lower rates of withdrawal (turnover) by active members during the study period. 87 CITY OF EULESS, TEXAS PROPERTY VALUE AND CONSTRUCTION LAST TEN FISCAL YEARS (Unaudited) Construction (1) Table 14 Property Number Fiscal Value of Year (2) Permits Value 1986 $868,463,818 443 $42,546,836 1987 1,181,375, 746 314 14,128, 587 1988 1,136,652,954 405 27,937,240 1989 1,081,667,059 392 23,231,436 1990 1,085,177,777 559 23,370,614 1991 1,159,204,504 289 17,505,423 1992 1,000,820,341 276 16,126,487 1993 1,102,146,265 331 21,224,743 1994 1,117,816,828 360 21,437,599 1995 1,223,919,265 373 34,020,060 Notes: 1. City Records 2. Tarrant Appraisal District 88 CITY OF EULESS, TEXAS COMPUTATION OF LEGAL DEBT MARGIN SEPTEMBER 30, 1995 (Unaudited) Article XI, Section 5 of the State of Texas Constitution states in part: Table 15 "... 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 1995 was established at $.616 per $100 of assessed valuation on 100% of appraised value. 89 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 1995 (Unaudited) Date of incorporation Date of Adoption of Charter Form of government Area Full time City employees budgeted Fire protection: Number of stations Number of certified firefighters Police protection: Number of stations Number of certified officers Parks and recreation: Number of swimming pools Number of parks Area of parks Community buildings Ampitheater Library holdings: Books Other Education: Elementary Schools Junior High Schools High School Table 16 February 24, 1953 July 21, 1962 Home Rule - Council/Manager Mayor - elected at large Six Council Members 16.9 Square Miles 275 3 48 1 67 3 19 605 acres 3 1 55,624 5,620 7 2 1 90 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 1995 (Unaudited) Table 16 City Water and Sewer service: Water Service: Number of Customers 18,627 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 9,624,000 Average daily consumption 5,210,000 Water mains 148 miles Fire hydrants 1,130 Sewer Service: Average daily flow of wastewater 2,870,000 Number of customers 18,202 Sewer mains 125 miles Streets: Improved 150 miles State highways 17.2 miles 91