Loading...
HomeMy WebLinkAboutFY 1999 Comprehensive Annual Financial ReportCity of Euless, Texas Comprehensive Annual Financial Report Fiscal Year Ending September 30, 1999 Prepared by City of Euless Finance Department 201 North Ector Drive Euless, TX 76039 (817) 685-1452 This page intentionally left blank. N Soaring to new heights! CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1999 TABLE OF CONTENTS INTRODUCTORY SECTION Page(s) Letter of transmittal i-viii City officials ix GFOA certificate of achievement x Organizational chart xi FINANCIAL SECTION Independent Auditor's Report General Purpose Financial Statements Combined balance sheet - all fund types and account groups 1 3-6 Combined statement of revenues, expenditures and changes in fund balances - all govemmental fund types 7 - 8 Combined statement of revenues, expenditures and changes in fund balances - budget and actual - general and special revenue funds 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 general purpose financial statements 14 - 32 Required Supplementary Information: Schedule of Funding Progress for Participation in Texas Municipal Retirement System 33 Individual Fund and Account Group Statements and Schedules Special Revenue Funds Combining balance sheet 34 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1999 TABLE OF CONTENTS - continued Individual Fund and Account Group Statements and Schedules - continued Combining statement of revenues, expenditures and changes in fund balances Page(s) 35 Statement of revenues, expenditures and changes in fund balances - budget and actual 36 - 38 Capital Project Funds Combining balance sheet 39 - 40 Combining statement of revenues, expenditures and changes in fund balances 41 - 42 Enterprise Funds Combining balance sheet 43 - 46 Combining statement of revenues, expenses and changes in retained earnings 47 - 48 Combining statement of cash flows 49 - 50 Water and sewer fund --comparative balance sheets 51 - 52 Water and sewer fund --comparative statements of revenues, expenses, and changes in retained earnings 53 Water and sewer fund --comparative schedule of operating expenses 54 - 55 Water and sewer fund --comparative statements of cash flows 56 Water and sewer fund --aggregating schedule of balance sheet accounts 57 - 60 Water and sewer fund --aggregating schedule of revenues, expenses and changes in retained earnings accounts 61 - 62 Drainage utility funds --aggregating schedule of balance sheet accounts 63 Drainage utility funds --aggregating schedule of revenues, expenses and changes in retained earnings accounts 64 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1999 TABLE OF CONTENTS - Continued Page(s) Individual Fund and Account Group Statements and Schedules - continued Internal Service Funds Combining balance sheet 65 Combining statement of revenues, expenses and changes in retained earnings 66 Combining statement of cash flows 67 Agency Funds Combining balance sheet 68 Statements of changes in assets and liabilities 69 General Fixed Assets Account Group Comparative schedule of general fixed assets - by source 70 Schedule of general fixed assets by function and activity 71 Schedule of changes in general fixed assets by function and activity 72 Table Page(s) STATISTICAL SECTION (Unaudited) General govemmental expenditures by function 1 73 General govemmental revenues by source 2 74 Property tax levies and collections 3 75 Assessed and estimated actual value of taxable property 4 76 Property tax rates - all direct and overlapping govemments per $100 of assessed value 5 77 Ratio of net general bonded debt to assessed value and net bonded debt per capita 6 78 CITY OF EULESS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1999 TABLE OF CONTENTS - Continued Table Page(s) STATISTICAL SECTION (Unaudited) - continued Computation of direct and overlapping debt 7 79 Ratio of annual debt service expenditures for net general bonded debt to total general expenditures 8 80 Schedule of revenue bond coverage - Water and Sewer Bonds 9 81 Schedule of revenue bond coverage - Drainage Utility Bonds 10 82 Demographic statistics 11 83 Principal taxpayers 12 84 Property value and construction 13 85 Computation of legal debt margin 14 86 Miscellaneous statistics 15 87 - 88 INTRODUCTORY SECTION T H E CITY O F EULESS January 17, 2000 Honorable Mayor & City Council, City Manager, and Citizens of Euless: The Finance Department of the City of Euless is pleased to submit the Comprehensive Annual Financial Report of the City of Euless, Texas for the fiscal year ended September 30, 1999. Responsibility for both the accuracy of the data and the completeness and fairness of the presentation, including all disclosures, rests with the City. To the best of our knowledge and belief, the enclosed data is accurate in all material respects and is reported in a manner designed to present fairly the financial position, results of operations, and cash flows of the various funds and account groups of the City. All disclosures necessary to enable the reader to gain an understanding of the City's financial activities have been included. The Comprehensive Annual Financial Report is presented in three sections: Introductory, Financial and Statistical. The Introductory section includes this transmittal letter, the City's organizational chart and a list of principal officials. The financial section includes the general purpose financial statements and supplemental statements and schedules, as well as the report of independent auditors. The Statistical section includes selected financial and demographic information, generally presented on a multi -year basis. GENERAL INFORMATION Euless was settled about 1881 and named for Elisha Adams Euless, a cotton farmer and pioneer. In 1915 the population was 25 and in 1960, 4,235. Euless has changed significantly from a rural farming community to a progressive urban area of approximately 44,700. 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 201 N. Ector Drive, Euless, Texas 76039-3595 817/685-1400 • Metro 817/267-4403 • Fax 817/685-1416 i 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 Note 1 of the financial statements. Accordingly, financial data for the school district and others are not included in the combined financial statements in this report. The Euless Development Corporation, established in Fiscal Year 93 and the Crime Control and Prevention District established in Fiscal Year 96 are presented as blended component units of the City of Euless. ECONOMIC CONDITIONS AND OUTLOOK Our City Manager commented on the achievements of the City in his "Share The Vision" message to the staff. He observed that 1999 was a tremendous year for the City of Euless. He noted the list of achievements from the different departments including the conversion of our seventeen-year old computer system, the announcement of plans to add the Dr Pepper Stars Center to our Texas Star Sports Centre, completion of Westpark Way and S.H. 157 and the demolition of Western Hills Inn which will be the site of the new police facility. Euless continues to seek new development and redevelopment opportunities. During the past few years, Euless has realized new commercial, industrial, residential, and multi -family developments. This year has again been another positive year for Euless as the City focussed on bringing quality, sustainable development to the newly created 121 Gateway District, the Villages of Bear Creek and the Highway 10 corridor. We expect next year will bring even more retail, office projects, warehouses and light industrial, and restaurants. The completion and opening of a consolidated car rental facility in Euless at the Dallas/Fort Worth International Airport will also bring great economic benefit to the City. Efforts to develop the property along the Highway 10 corridor have been especially successful this year. This corridor is a gateway to the City and is now the home of a new Kentucky Fried Chicken, three new office/commercial buildings, the recently rebuilt and reopened Smoke -It Barbecue, and a newly constructed office and warehouse facility for longtime Euless business R&G Mobile Home Supply. In addition, ten new small commercial lots have been platted west of Westpark Way. In other parts of the City, large expansions have been completed on the First Baptist Church of Euless and on Sheppard Drive Baptist Church. Albertson's corporation opened its first Albertson's Express in Euless this year. Many new upscale apartments were completed in the Villages of Bear Creek and several new single family residential subdivisions were developed. Finally, a nationally recognized Heath Sign Company moved to Euless, bringing in many new jobs. ii MAJOR INITIATIVES Budget. During preparation of the 1999 fiscal budget, both elected and appointed officials worked together to identify and address several key programs needed to adequately serve the public, either through quality of life issues or technological advancements. Building upon the strategic committees that were created in 1990 by utilizing a vast number of citizens for assistance in the development of Euless' goals and objectives, the budget was developed. Specific objectives may be summarized as follows: continuation of current services; continuation of a competitive employee pay plan; maintain the tax rate; and continuation of City Council directives, including repair and/or replacing deteriorating infrastructures; identifying alternative sources of funds; and improving external and internal communications. Progress Report. Fiscally, the year 1999 has proven successful. City Council members were able to maintain the current rates for water and sewer services and maintain the same tax rate at .524754 per $100 valuation. Furthermore, a merit -based raise package, as well as no increases in the employees' costs for health care was achieved. These benefits were made possible through additional contributions from the City's General Fund and Water and Sewer Fund. Individual and departmental successes have improved city services and enhanced growth in our community. Among the many accomplishments during 1999: I> Several departments participated in successfully converting the City's finance and administrative computer system to be Y2K compliant. I> Police Department successfully implemented the CRIMES computer system. \ Parks at Texas Star hosted the Dixie Pre -Majors World Series with participants from twelve states. • Texas Star was named in the Top 40 Golf Courses in Texas by Texas Golf Ia,- Euless Public Library implemented ten computer stations with Internet access for public usage. R, Fire department acquired and placed into service a new Mobile Intensive Care Unit. • The Dr Pepper StarCenter announced its plans to open a new ice rink facility at the Texas Star Sports Centre. • Arbor Daze won three awards from the Texas festival and Events Association. R=- Twenty-four Euless residents graduated from the Euless Citizens Police Academy. • Planning and Development was selected to receive the 1999 "Excellence in Planning Award" from the Texas Chapter of the American Planning Association. • Arbor Daze was selected as the eighth largest event in Tarrant County (The Fort Worth Business Press) & Fire Department received a commendation from the State of Texas Division of Emergency Management for the city's Emergency Operation Plan. iii 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 the Financial Statements. General Governmental Functions. Revenues for general governmental functions accounted for in the general fund and general debt service fund totaled $18,838,160 in 1999, an increase of 5.4% over 1998. The increase in revenues is primarily attributable to increased activity in Municipal Court, property tax receipts and franchise fees. The amount of revenue from various sources and the changes from the previous year are reflected in the following table: Revenue Source Property tax Gross receipts tax General sales tax Fines and fees Licenses and permits Interest income Intergovernmental/Other TOTAL REVENUES Amount Of Total $6,799,379 $2,309,192 $4,793,278 $3,349,742 $448,751 $365,027 $772,791 $18,838,160 36.09% 12.26% 25.45% 17.78% 2.38% 1.94% 4.10% 100% Increase Percent (decrease) from 1998 $526,517 $170,569 ($75,568) $678,555 $51,940 ($83,957) ($299,177) $968,879 Percent of Increase (decrease) 8.39% 7.97% (1.55%) 25.40% 13.09% (18.70%) 27.91% iv In addition to the above general revenue, $1,189,913 was transferred from various funds, primarily Enterprise funds for general and administrative cost reimbursement. An additional $490,946 was transferred to cover the cost of fixed assets that were funded by multiple sources. Expenditures for general governmental purposes and general debt service totaled $19,658,849, an increase of 11.98% over 1998. Changes in levels of expenditures for major functions of the City over the preceding year are shown in the following table: Function General government Public safety Streets Parks/Recreation/Library Debt Service Nondepartmental TOTAL EXPENDITURES Amount $3,112,014 $9,455,787 $815,687 $2,060,029 $2,319,044 $1,896,288 Percent Of Total 15.83% 48.10% 4.15% 10.48% 11.79% 9.65% Increase Percent of (decrease) Increase from 1998 (decrease) $160,284 5.43% $427,076 4.73% $116,547 16.67% $64,312 3.22% $316,104 15.78 $441,458 30.34% $19,658,849 100% $1.525,781 Non -departmental expenditures increased primarily due to expenditure for nonrecurring capital items, including a finance and administrative computer system, an ambulance, Revenues (36.1 %) Property Tax (2.4%) Lic. & Permits (25.5%) Gen. Sales Tax Expenditures (48,1 %) Public Safety (12.3%) Gross Receipts Tax (4.1%) Intergov/Other (1.9%) Interest Inc. (17.8%) Fines/Fees (15.8%) Gen. Gov. (9.7%) Nondept. (4.2%) Streets (11.8%) Debt Service (10.5%) Parks/Rec/Lib radios, and citywide building purchases and remodeling projects. Debt service expenditures increased due to payment on certificates of obligations issued in FY97. Parks, Recreation, Library, and Public Safety increased due primarily to increased personnel costs. Enterprise Funds. While the number of water and sewer customers was relatively constant with prior years, the City's water and sewer utility showed a substantial increase in water revenues as a result of extreme heat and dry conditions. Comparative data for the past two fiscal years are presented in the following table. 1999 1998 Income before operating transfers $1,488,663 $1,079,885 Net revenue available for debt service $2,620,389 $2,050,010 Average annual debt service requirements $335,033 $358,120 Coverage 7.82 times 5.72 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 FY99, $587,710 of revenue was generated and $195,397 of costs was incurred, excluding depreciation, amortization and debt service cost related to capital improvements. Capital improvements were initiated in FY92 relating to the Drainage Utility System and continue through FY99. The Recreation Fund has been segregated from the general operating budget of the City to allow the Midway Recreation Center and the class structures to operate as an enterprise fund. Revenue of $230,489 was generated, while class expenses were $211,346. Both experienced a decrease from prior year activity. Euless' Arbor Daze was formerly funded in this account, but has been segregated for better accountability. Softball World Fund was added in fiscal year 1996 to promote adult softball programs through league, tournament, and special events. Revenue of $995,090 was collected for league fees, concession sales, and sale of sporting goods. Expenses were $808,399 with operating income prior to transfers of $186,691. The Golf Course Fund and Athletic Complex were established as enterprise funds in 1996. The golf course revenues were $3,534,634 with operating expenses of $3,000,874. Net income after debt service and operating transfers is $151,162. The Athletic Complex opened in December and ended the year with an operating loss of $191,756 including depreciation of $186,121. Debt Administration. General obligation debt, which is directly tax supported, totaled $4,026,586 at September 30, 1999. 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 - $14,651,586; ratio of net bonded debt to assessed value is 1.05% and net bonded debt per capita is $328. Outstanding certificates of obligation at September 30, 1999, totaling $10,625,000 are also considered to be net direct tax supported debt. Tables 6-10 in the Statistical Section of this report present more detailed information about the debt position of the City. Outstanding sales tax revenue bonds, secured by the January 1993 referendum for half -cent sales tax for parks, library and economic development totaled $9,090,000 as of September 30, 1999. vi Outstanding revenue bonds, which are secured by the net revenues of the various Enterprise Funds, totaled $3,535,000 at September 30, 1999. Outstanding certificates of obligation, which are secured by the tax base and revenues of the various Enterprise Funds totaled $11,490,000. The City has maintained it's A+ and A Ratings on general obligation and revenue debt from Standard and Poors and has maintained its Al and A2 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 $1,451,772. Interest is an important non -tax revenue for the City. Throughout 1999, the City continually invested 100% of available funds. This program continues to provide a positive revenue source for the City. Insurance and Benefits. The City provides employee medical coverage on a self - insured basis. Premiums are paid into the Insurance Fund by all other funds and by the City's employees and are available to pay claims, claim reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of $60,000 and aggregate claims in excess of $1,083,333. 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, 1999, the general fixed assets of the City amounted to $26,542,477. 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, 1998. 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 vii program standards. Such reports must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current comprehensive annual financial report continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. Acknowledgments. The preparation of this report on a timely basis could not be accomplished without the efficient and dedicated services of many individuals. I would like to express my appreciation to all members of the Finance Department, especially those in the Accounting Office, who assisted and contributed to its preparation. I would also like to thank the City Manager's Office and the members of the City Council for their interest and support in planning and conducting the financial operations of the City in a responsible and progressive manner. Acknowledgment is also given to the representatives of Weaver and Tidwell, L.L.P. for their invaluable assistance in producing this document. Respectfully submitted, Loretta Getchell, CPA Director of Finance viii CITY OFFICIALS MARY LIB SALEH, MAYOR CARL TYSON, COUNCIL MEMBER PLACE ONE LEON HOGG, COUNCIL MEMBER PLACE TWO BOBBY BAKER, COUNCIL MEMBER PLACE THREE CHARLES MILLER, COUNCIL MEMBER PLACE FOUR AND MAYOR PRO TEM GLENN PORTERFIELD, COUNCIL MEMBER PLACE FIVE KATIE EDWARDS, COUNCIL MEMBER PLACE SIX JOE HENNIG, CITY MANAGER Gary McKamie Loretta Getchell, CPA Deputy City Manager Director of Finance ix The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Euless, Texas for its comprehensive annual financial report (CAFR) for the fiscal year ended September 30, 1998. The Certificate of Achievement is a prestigious national award recognizing conformance with the highest standards for preparation of a state and local government financial report. In order to be awarded a Certificate of Achievement, a govemment unit must publish an easily readable and efficiently organized comprehensive annual financial report, whose contents conform to program standards. The 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 eleven 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, 1998 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 #A Executive Director x nnig, Ci anuary, 2000 BOB MCFARLAND City Attorney RANDY BYERS Dir. of Public Works Streets Water Wastewater Animal Control Meter Reading Engineering Const. Inspection CIP Management Traffic Safety Drainage r RICK HEROLD Dir. of Parks Community Svcs. Parks Green House Recreation Texas Star Sports Complex Athletic Complex Golf Course Conference Centre Softball World SUSAN CRIM City Secretary LEONARD CARMACK Police Chief imminsmeminsi Patrol Criminal Invest. Services: Communications Community Svcs. Jail Records MAYOR and COUNCIL JOE HENNIG City Manager GARY MCKAMIE Deputy City Manager 111 1„ 111111111111 111111// 1,11',IJIY TOM COX Dir. of Support Svcs. 1111111111611,1111111111.1 Y11111111W111,111111116i Fleet Services Facility Maint. Library Human Resources Risk/Benefits Info. Services Purchasing Recycling Franchises LORETTA GETCHELL Dir. of Finance Accounting Utility Billing Budget Municipal Court Cash Debt. Mgmt. Organizational Chart LACY BRITTEN Municipal Court Judge LEE KOONTZ Fire Chief 1 Suppression Ambulance Fire Educ. & Prevent. Fire Marshall Emergency Mgmt. Municipal Court of Record BO BASS Dir. of Planning Development 11111In1111111111111 1111 111111 11111 11... Planning Code Enforcement Env. Health Building Inspections ANDREA BAXTER Dir. Economic Development 1 1/1111111 11II I1111111.II 11111111 11111 JENNY KRATZ Communications/ Marketing Mgr. This page intentionally left blank. Soaring to new heights! FINANCIAL SECTION WEAVER TIDWELL L. L. P. CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS 307 II%.rt Severuh Street Smile 1500 Fort IY%rib, Texas 76102 817.332.7905 F 817.429.5936 DALLAS Three Forest Plaza 12221 Merit Drive Salle 1700 Dallas, Texas 75251 Park Central V11 12750 Merit Drive Salle 1210 Dallas, Texas 75251 WORLDWIDE AFFILIATIONS THROUGH SUMMIT INTERNATIONAL ASSOCIATES, INC. INDEPENDENT AUDITOR'S REPORT To the Honorable Mayor, City Council and City Manager City of Euless, Texas We have audited the accompanying general purpose financial statements of the City of Euless, Texas as of and for the year ended September 30, 1999, 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 and the standards applicable to financial audits contained in Govemment Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the general purpose financial statements referred to above present fairly, in all material respects, the financial position of the City of Euless, Texas at September 30, 1999, 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. In accordance with Govemment Auditing Standards, we have also issued our report dated December 29, 1999 on our consideration of the City of Euless' internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grants. 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 To the Honorable Mayor, City Council and City Manager City of Euless, Texas 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. The required supplementary information listed in the table of contents is not a required part of the general purpose financial statements but is supplementary information required by the Governmental Accounting Standards Board. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the completeness and accuracy of the supplementary information. However, we did not audit the information and express no opinion on it. GcJ.� - , 'a e WEAVER AND TIDWELL, L.L.P. Fort Worth, Texas December 29, 1999 3357 2 GENERAL PURPOSE FINANCIAL STATEMENTS CITY OF EULESS, TEXAS COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1998 ASSETS AND OTHER DEBITS Deposits and investments Receivables: Property taxes Accounts receivable and unbilled revenue Grants receivable Accrued interest Due from other funds Due from other govemments Prepaids and deposits Inventories, at cost Restricted assets General fixed assets Net utility plant and equipment in service Net bond issuance costs Amount available for retirement of general long-term debt Amount to be provided for retirement of general long-term debt Total assets and other debits General Fund $ 4,672,733 294,303 256,172 109,266 328,737 14,427 12,925 $ 5,688,563 Govemmental Fund Types Special Debt Revenue Service Funds Fund Capital Projects Funds $ 3,209,420 $ 195,654 $ 7,130,893 99,685 18,982 - 16,833 184,990 4,318 54,837 24,400 $ 3,434,543 $ 295,339 $ 7,210,130 The Notes to the General Purpose Financial Statements are an integral part of this statement. 3 206,372 697,294 57,778 168,038 2,333,860 37,397,234 224,851 (1 of 2) Proprietary Fiduciary Totals Fund Types Fund Types Account Grou s (Memorandum only) Internal General �eneral Enterprise Service Agency Fixed Long-term Funds Funds Funds Assets Debt 1999 1998 $ 8,544,956 $ 1,544,142 $ 25,491 $ $ $ 25,323,289 $28,401,159 1,836,616 27,117 11,658 1,242,801 26,542,447 1,109,693 393,988 392,589 2,138,887 1,931,937 59,772 398,966 315,573 721,694 1,040,534 513,727 627,680 76,523 301,598 180,963 169,192 2,333,860 3,384,775 26,542,447 24,971,339 38,640,035 39,418,658 224,851 247,502 1,109,693 1,144,652 25,539,955 25,539,955 27,262,513 $ 51,466,999 $ 2,825,718 $ 25,491 $ 26,542,447 $ 26,649,648 $ 124,138,878 $129,669,473 4 CITY OF EULESS, TEXAS COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1998 LIABILITIES, FUND EQUITY AND OTHER CREDITS Liabilities: Accounts payable Accrued insurance claims Accrued salaries and wages Restricted customer and escrow deposits Accrued interest Due to other funds Bonds, certificates of obligation and tax notes payable Capital leases payable Accreted interest payable Deferred revenue Compensated absences Deferred compensation benefits payable Due to other governments Total liabilities Fund equity and other credits: Investment in general fixed assets Net contributed capital Retained eamings: Reserved for: Debt service and construction Insurance Workers' compensation Risk management Computer Emergency Recycling Outstanding work Unreserved Fund balances: Reserved for: Debt service Computer Park improvements Recycling Development agreements Prepaids Betterment Campus remodel Library Injured animals Historical Preservation Unreserved: Designated for: Contingency Emergency Undesignated Total fund equity and other credits Total liabilities, fund equity and other credits General Fund Govemmental Fund Types Special Debt Revenue Service Funds Fund $ 710,505 $ 124,453 $ 342,584 374,757 1,427,846 4,606 3,184 14,427 26,835 27,039 3,050 906 500,000 500,000 3,180,670 4,260,717 $ 5,688,563 14,439 31,729 170,621 910,588 1,323 2,352,011 3,263,922 $ 3,434,543 96,234 96,234 199,105 199,105 Capital Projects Funds $ 181,983 15,333 197,316 1,202,910 5,809,904 7,012,814 $ 295,339 $ 7,210,130 The Notes to the General Purpose Financial Statements are an integral part of this statement. 5 Proprietary Fund Types Internal Fiduciary Fund Type Enterprise Seivi,e Agency Funds Funds Funds $ 577,805 $ 21,303 $ 127,653 197,652 23,625 1,151,802 77,823 689,965 15,415,000 40,981 128,204 18,279,232 172,581 13,834,512 25,491 25,491 Account Groups General General Fixed Long-term Assets Debt 26,542,447 (2 of 2) Totals (Memorandum only) 1999 1998 $ 1,616,049 $1,551,848 127,653 95,000 578,300 403,856 1,167,135 1,203,901 77,823 86,460 721,694 1,040,534 23,741,586 39,156,586 41,731,586 258,642 299,623 393,114 1,648,908 1,648,908 1,450,256 599,195 615,468 1,000,512 1,000,512 1,047,209 3,573,905 25,491 238,738 26,649,648 47,018,969 53,431,1M 26,542,447 24,971,339 13,834,512 14,255,843 49,472 - - - 49,472 447,034 - 41,000 - 41,000 30,566 200,000 - 200,000 200,000 200,000 200,000 200,000 - - - - 225,000 500,000 - 500,000 500,000 31,311 31,311 31,311 39,405 - - 39,405 39,405 18,733,067 2,212,137 20,945,204 19,031,558 1,109,693 1,144,652 125,000 4,606 4,606 3,184 3,184 1,202,910 1,232,860 14,427 30,242 26,835 25,505 27,039 3,050 2,010 906 - 1,323 500,000 500,000 500,000 500,000 11,342,585 12,737,483 33,187,767 2,653,137 26,542,447 77,119,909 76,237,598 $ 51,466,999 $ 2,825,718 $ 25,491 $ 26,542,447 $ 26,649,648 $ 124,138,878 $129,669,473 6 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 Special General Revenue Fund Funds Revenues: General property tax $ 4,509,370 $ Gross receipts tax 2,309,192 288,975 General sales tax 4,793,278 2,832,121 Fines and fees 3,349,742 Licenses and permits 448,751 - Interest income 351,965 123,403 DEA revenues - 125,714 Intergovernmental 557,246 - Other revenues 215,545 228,843 Total revenues 16,535,089 3,599,056 Expenditures: Current: City council/administrative 395,708 Finance/Purchasing 682,305 - Police department 5,767,560 396,983 Fire department 3,688,227 - Administrative services 621,067 Planning and development/Engineering/Animal Control 914,099 General and administrative - 75,002 Parks/recreation/library 2,060,029 643,072 Street maintenance 815,687 - Economic development 110,354 Betterment 21,895 - Staff services 496,935 Nondepartmental 1,874,393 Debt service: Principal 345,000 Interest and fiscal charges 565,588 Issuance costs - Capital outlay and maintenance - 130,139 Total expenditures 17,337,905 2,266,138 Excess (deficiency) of revenues over expenditures (802,816) 1,332,918 Other financing sources (uses) Net proceeds from issuance of sales tax revenue bonds - Operating transfers in 1,189,913 42,973 Operating transfers out (303,692) (961,626) Total other financing sources (uses) 886,221 (918,653) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses 83,405 414,265 Fund balances, beginning of year 4,177,312 2,849,657 Fund balances, end of year $ 4,260,717 $ 3,263,922 The Notes to the General Purpose Financial Statements are an integral part of this statement. 7 Debt Capital Totals Service Projects (Memorandum Only) Fund Funds 1999 1998 $ 2,290,009 $ $ 6,799,379 $ 6,272,862 2,598,167 2,471,618 7,625,399 7,738,436 3,349,742 2,978,726 - 448,751 396,811 13,062 390,088 878,518 908,632 - - 125,714 96,023 - 557,246 1,828,454 - 2,738 447,126 381,112 2,303,071 392,826 22, 830, 042 23, 072, 674 395,708 384,162 682,305 627,000 6,164, 543 5,985,420 3,688,227 3,494,053 621,067 583,356 914,099 860,537 1,900 76,902 174,394 135,677 2,838,778 2,809,075 815,687 699,140 1,453 111,807 220,515 21,895 21,616 496,935 496,675 1,874,393 1,433,214 1,430,000 1,775,000 1,780,000 889,044 1,454,632 1,150, 612 56,800 2,939,477 3,069,616 4,535,219 2,320,944 3,076,607 25, 001, 594 25, 311, 788 (17,873) (2,683,781) (2,171,552) (2,239,114) 5,500,000 635,000 1,867,886 1,929,126 (1,265,318) (1,712,273) 635,000 602,568 5,716,853 (17, 873) (2,048,781) (1,568,984) 3,477,739 216,978 9,061,595 16, 305, 542 12, 827, 803 $ 199,105 $ 7,012,814 $ 14,736,558 $ 16,305,542 8 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL AND BUDGETED SPECIAL REVENUE FUNDS YEAR ENDED SEPTEMBER 30, 1999 General property tax: Current and delinquent taxes Per' tty and Interest Gross receipts tax: Southwestern Bell Telephone Company Texas Utilities Electric Company Lone Star Gas Company Cable TV City Garbage Service Others General sales tax Fines and fees: Franchise fees Municipal Court fines Jail Income Dog licenses and pound fees Ambulance fees Library fees Zoning fees Deferred adjudication fee Licenses and permits: Building permits Miscellaneous permits Electric licenses Interest income Intergovernmental DEA funds Other revenues: Rental income Swimming pools Miscellaneous income Total revenues Actual $ 4,477,397 31,973 4,509,3/0 459,542 1,367,684 98,779 194,558 101,705 86,924 2,309,192 4,793,278 612,207 2,111,991 164,191 12,068 204,380 34,831 18,631 191 443 3,349 /42 218,944 201,360 28,447 448,/51 351,965 557,246 65,273 14,747 135 525 2 5, +y 16.535, 8y General Fund Budget $ 4,408,007 30,000 4,438,007 452,444 1,283,903 140,000 160,000 96,600 85,376 2,218,323 5,125,000 547,385 1,849,100 220,000 16,000 205,000 32,000 15,000 110,988 2,995,473 175,000 191,100 34,000 4ol oo 375,000 571,730 Variance favurdLte (Unfavorable) $ 69,390 $ 1,973 71,383 65,000 15,000 122,500 202,500 $ 15,325,133 $ 7,098 Actual Budgeted Special Revenue Funds Variance favuraLla Budget (Unfavorable) 83,781 (41,221) 34,558 5,105 - 1,548 288,975 90,869 288,975 (331,722) 2,832,121 64,822 262,891 (55,809) (3,932) (620) 2,831 3,631 80,455 354,269 43,944 10,260 (5,553) 48,651 (23,035) 105,371 (14,484) 273 (253) - 13,025 228,843 13,045 228 843 208,956 $ 3,455,310 $ (1 of 2) 375,000 375,000 3,020,000 83,300 $ 86,025 (86,025)- (187,879) 22,071 113,808 115,035 113,605 -iiS,t333- -'$ :,oy2,1118 -$ (135, /98)- The Notes to the General Purpose Financial Statements are an integral part of this statement. 9 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL AND BUDGETED SPECIAL REVENUE FUNDS YEAR ENDED SEPTEMBER 30, 1999 Expenditures: Current: City council/administration Finance/Purchasing Police department Fire department Administrative services Planning and development/ Engineering/Animal Control General and administrative Parks/recreation/library Street maintenance Economic development Betterment Staff services Nondepartmental Debt service Principal payments Interest payments Capital outlay and maintenance Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses): Operating transfers in Operating transfers out Total other financing sources (uses) Excess (deficiency) of revenues and other financing sources over expenditures and other Financing uses Fund balance, beginning of year Fund balance, end of year Actual $ 395,708 682,305 5,767,560 3,688,227 621,067 914,099 2,060,029 815,687 21,895 496,935 1,874,393 1 i,3'Jr,9Ua (802,816) 1,189,913 (303,692) 886,221 83,405 4,177,312 $ 4,215U,/1 / General Fund Variance iavuratile Budget (Unfavorable) $ 406,909 689,275 6,043,833 3,755,932 604,623 925,126 Actual (2 of 2) Budgeted Special Revenue Funds Variance Favuratte Budget (Unfavorable) $ 11,201 $ 6,970 - 276,273 378,658 67,705 (16,444) 11,027 - - 75,002 2,086,144 26,115 643,072 712,011 (103,676) 110,354 22,000 105 - 515,827 18,892 1,598,453 (275,940) 1 /,:i6U,133 (1,034,000) 630,044 (285,000) 345,044 (688,956) 4,177,312 $ J,4UU,356 22,22U 231,184 345,000 565,588 86,120 2,2UJ, / 94 1,251,516 $ 702,120 367,864 777,573 168,282 603,904 565,588 117,656 _ 3727587_ 289,121 559,869 42,973 18,692 (18,692) (937,345) (912,345) 541,177 (894,372)- _ (893,653)- 772,361 $ / /2,3b1 357,144 2,463,827 2,U2U,9/1 $ 323,462 292,862 134,501 57,928 258,904 31,536 1,099,193 962,395 24,281 (25,000). (719) (604,532) 961,676 2,463,827 1,659,29$ $ 961,6/6 The Notes to the General Purpose Financial Statements are an integral part of this statement. 10 CITY OF EULESS, TEXAS COMBINED STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 Internal Totals Enterprise Service Memorandum Onjy) Funds Funds 19W 1y98 Operating revenues: Water service $ 7,034,082 $ $ 7,034,082 $ 7,125,669 Sewer service 3,568,056 3,568,056 3,544,244 Drainage fees 587,710 587,710 576,662 Recreation fees 230,489 - 230,489 243,884 Insurance premiums - 1,794,264 1,794,264 1,805,994 Service fees and miscellaneous 6 117,475 534,040 6,651,515 5,649,136 Total operating revenues 1 /,537,812 2,328,304 19,866,116 18,945,589 Operating expenses: General and administrative 640,413 547,921 1,188,334 1,139,295 Water production 3,214,048 3,214,048 3,340,590 Water distribution 446,715 446,715 459,664 Utility engineering 272,438 272,438 173,753 Sewage collection and treatment 1,763,864 - 1,763,864 1,754,800 Nondepartmental 2,123,422 2,123,422 2,473,991 Geographic Info 167,287 167,287 188,798 Service center 660,435 - 660,435 652,720 Drainage 195,397 195,397 87,641 Recreation classes 211,071 211,071 234,206 Golf course 961,869 - 961,869 876,663 Engineering - - 1,764 Pro Shop 373,755 373,755 356,379 Food and beverage 864,311 864,311 758,422 Conference center 209,406 209,406 167,679 Cart operations 151,886 151,886 117,275 Driving range 8,480 8,480 9,172 Athletic complex 162,349 162,349 63,109 Softball complex 796,294 796,294 785,951 Arbor Daze 524,133 - 524,133 567,063 Insurance costs - 1,721,862 1,721,862 1,914,881 Depreciation 1,719,842 311,875 2,031,717 1,481,918 Amortization 22,651 - 22,651 22,652 Total operating expenses 15,4901)66 2,581,658 18,071,724 17,628,386 Operating Income (loss) 2,047,746 (253,354) 1,794,392 1,317,203 Nonoperating revenues (expenses): Investment income 519,235 54,019 573,254 637,131 Interest on bonds (903,973) - (903,973) (930,168) Gain on sale of fixed assets - 19,082 19 082 - Total nonoperating revenues (expenses), net (384,738) 73,101 (311N537) (293,037) Income (loss) before operating transfers 1,663,008 (180,253) 1,482,755 1,024,166 Operating transfers In 221,383 620,000 841,383 1,040,549 Operating transfers out (1,336,192) (107,759) (1,443,951) (679,121) Net income 548,199 331,988 880,187 1,385,594 Add depreciation on fixed assets acquired with contributed capital 421,331 - 421,331 421,331 Increase in retained eamings 969,530 331,988 1,301,518 1,806,925 Retained earnings, beginning of year 18,383,725 2,321,149 20,704,874 18,897,949 Retained earnings, end of year $ 19,353,255 $ 2,653,137 $ 22,006,392 $ 20,704,874 The Notes to the General purpose Financial Statements are an Integral part of thla atabment 11 CITY OF EULESS, TEXAS COMBINED STATEMENT OF CASH FLOWS -ALL PROPRIETARY FUND TYPES YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 OPERATING ACTIVITIES: Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation and amortization expenses (Increase) decrease due to net changes in: Accounts receivable and unbilled revenue Due from other funds Due from other governments Prepaids and deposits Inventory Increase (decrease) due to net changes in: Accounts payable Accrued salaries and wages Accrued insurance claims Due to other funds Customer and escrow deposits Deferred revenue Total adjustments Net cash provided by operating activities NONCAPITAL FINANCING ACTIVITIES : Interest paid on bonds Interest paid on tax notes payable Reduction in bonds payable Reduction in tax notes payable Proceeds from issuance of capital lease payable Operating transfers in Operating transfers out Net cash provided by (used in) noncapital financing activities CAPITAL AND RELATED FINANCING ACTIVITIES: Contributions in aid to construction Purchase of utility plant and equipment in service Proceeds from sale of utility plant in service Enterprise Funds $ 2,047,746 1,742,493 (105,084) 341,507 213,578 (10,839) 76,602 47,605 (350,569) 44,727 (8,968) 1,991,052 4,038,798 (886,128) (22,168) (610,000) (190,000) 40,981 221,383 (1,336,192) (2,782,124) (806,031) Net cash used in capital and related financing activities (806,031) Internal Service Funds (1 of 2) Totals (Memorandum only) 1999 1998 $ (253,354) $ 1,794,392 311,875 2,054,368 (13,473) (118,557) 341,507 213,578 (10,839) (51,241) 25,361 1,503 49,108 32,653 32,653 (350,569) 44,727 (8,968) 281,317 2,272,369 27,963 4,066,761 (886,128) (22,168) (610,000) (190, 000) 40,981 620,000 841,383 (107,759) (1,443,951) 512,241 (2,269,883) (458,930) 30,950 (427,980) (1,264,961) 30,950 (1,234,011) $ 1,317,203 1,504,570 (103,772) (228,884) 20,561 (185,089) (29,073) (377,033) 69,663 25,000 320,534 49,640 48,157 1,114,274 2,431,477 (903,678) (31,973) (585,000) (170, 000) 1,040,549 (679,121) (1,329,223) 419,728 (1,878,298) (1,458,570) The Notes to the General Purpose 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, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 (2 of 2) Internal Totals Enterprise Service (Memorandum only) Funds Funds 1999 1998 INVESTING ACTIVITIES: Purchase of investment securities $ (20,148) $ - $ (20,148) $ 709,337 Proceeds from sale of investment securities 32,423 - 32,423 - Interest received on investments 600,016 58,516 658,532 569,956 Net cash provided by investing activitives Net increase in cash and cash equivalents Cash and cash equivalents, beginning of year Cash and cash equivalents, end of year 612,291 58,516 670,807 1,279,293 1,062,934 170,740 1,233,674 922,977 8,031,256 1,373,402 9,404,658 8,481,681 $ 9,094,190 $ 1,544,142 $ 10,638,332 $ 9,404,658 Reconciliation of cash to balance sheet: Cash - current $ 8,544,956 Cash - restricted assets 549,234 Cash and cash equivalents $ 9,094,190 Restricted assets: Cash $ 549,234 Investments 1,774,072 Interest receivable 10,554 Total restricted assets $ 2,333,860 The Notes to the General Purpose Financial Statements are an integral part of this statement. 13 CITY OF EULESS, TEXAS NOTES TO COMBINED 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 govemmental 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 govemment 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 govemment may also be financially accountable for govemmental 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 govemment. The following entities were found to be component units of the City and are included in the combined financial statements: Euless Development Corporation - The City created the Corporation for the purpose of promoting parks, library services, and economic development within the City. The Corporation's governing body is substantially the same as the governing body of the City of Euless, Texas. There are seven directors, four of whom are members of the City Council and make up a voting majority of the City Council. The remaining three members are residents of the City. All Board members are appointed by the City 14 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Reporting Entity - continued Council. The Corporation is authorized to sell bonds or other forms of indebtedness. Upon dissolution of the Corporation, the assets of the Corporation shall be distributed to the City of Euless, Texas. 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 this component unit. The financial statements for the Corporation were obtained from the Board of Directors. The financial information for the Corporation is available from the City of Euless, Texas. Crime Control District - The City created the District for the purpose of proactively combating rising crime rates by setting up additional crime prevention and rehabilitation programs within the City. The District's goveming body is substantially the same as the governing body of the City of Euless, Texas. There are seven directors, four of whom are members of the City Council and make up a voting majority of the City Council. The remaining three members are residents of the City. All Board members are appointed by the City Council. The District is authorized to sell bonds or other forms of indebtedness. Upon dissolution of the District, the assets of the District shall be distributed to the City of Euless, Texas. The District provides all of its services to the City of Euless, Texas. A blended presentation has been used to report the financial information of this component unit. The financial statements for the District were obtained from the Board of Directors. The financial information for the District is available from the City of Euless, Texas. Fund Accounting The City uses funds and account groups to report its financial position, the results of its operations and its cash flows. Fund accounting is designed to demonstrate legal compliance and to aid financial management by segregating transactions related to certain City functions or activities. A fund is a separate accounting entity with a self -balancing set of accounts. An account group, on the other hand, is a financial reporting device designed to provide accountability for certain assets and liabilities that are not recorded in the funds because they do not directly affect net expendable available financial resources. Funds are classified into three categories: governmental, proprietary and fiduciary. Each category, in turn, is divided into separate "fund types." 15 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Fund Accounting - continued Govemmental funds are used to account for all or most of the City's general activities, including the collection and disbursement of earmarked moneys (special revenue funds), the acquisition or construction of general fixed assets (capital projects funds) and the servicing of general long-term debt (debt service funds). The general fund is used to account for all activities of the City not accounted for in some other fund. Proprietary funds are used to account for activities similar to those found in the private sector, where the determination of net income is necessary or useful to sound financial administration. Goods or services from such activities can be provided either to outside parties (enterprise funds) or to other departments or agencies within the City (internal service funds). Basis of Accounting The accounting and financial reporting treatment applied to a fund is determined by its measurement focus. All governmental funds are accounted for using a current financial resources measurement focus. With this measurement focus, only current assets and current liabilities generally are included in the balance sheet. Operating statements of these funds present increases (i.e., revenues and other financing sources) and decreases (i.e., expenditures and other financing uses) in net current assets. All proprietary funds are accounted for on a flow of economic resources measurement focus. With this measurement focus, all assets and all liabilities associated with the operation of these funds are included on the balance sheet. Fund equity (i.e., assets net of liabilities) is segregated into contributed capital and retained earnings components. Proprietary fund -type operating statements present increases (e.g., revenues) and decreases (e.g., expenses) in net assets. The proprietary funds are accounted for using the accrual basis of accounting. Revenues are recognized when they are earned, and expenses are recognized when they are incurred. The City applies all GASB pronouncements, FASB Statements and interpretations, APB Opinions and ARB's issued on or before November 30, 1989. The City has elected to apply only GASB pronouncements issued after November 30, 1989 for proprietary activity. All governmental fund types and agency funds use the modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual (i.e., when they become both measurable and available). "Measurable" means the amount of the transaction can be determined and "available" means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. Expenditures are recorded when the related fund liability is incurred. Interest on general Tong -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. 16 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Basis of Accounting - continued Revenues considered susceptible to accrual are sales taxes, property taxes, gross receipts tax and interest revenue. Fine and permit revenues are not susceptible to accrual because generally they are not measurable until received in cash. Proprietary Fund Types utilize the accrual basis of accounting. Under this method, revenues are recorded when earned and expenses are recorded at the time liabilities are incurred or estimated. The City reports deferred revenue on its combined balance sheet. Deferred revenues arise when a potential revenue does not meet both the "measurable" and "available" criteria for recognition in the current period. Deferred revenues also arise when the government receives resources before it has legal claim to them, such as grant monies received prior to qualifying expenditures being incurred. In subsequent periods, when both revenue recognition criteria are met, or when the City has a legal claim to the resources, the liability for deferred revenue is removed from the combined balance sheet and revenue is recognized. Deferred revenues primarily include delinquent property taxes and unexpended revenues for capital projects. Budgetary Data The City Council follows these procedures in establishing budgetary data reflected in the financial statements: 1. Prior to August 1, the City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following October 1. The operating budget includes proposed expenditures and means of financing them. 2. Public hearings are conducted to obtain taxpayers' comments. 3. Prior to September 21, the budget is legally enacted through passage of an ordinance and a budgetary report is prepared. 4. The City Manager is authorized to transfer budgeted amounts between departments within any fund; however, any revision that alters the total expenditures of any fund must be approved by the City Council. The budget presented reflects revisions made by the City Manager during the year. Total expenditures approved by the City Council have not been altered. The legal level of control is at the fund level. 5. A budget is legally adopted for the General Fund and appropriate Special Revenue Funds on a basis consistent with generally accepted accounting principles. Formal budgetary integration is employed as a management control device during the year for the General Fund and appropriate Special Revenue Funds. Appropriations and encumbrances lapse at year-end. 17 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Budgetary Data - continued 6. Formal budgetary integration is not employed for the Debt Service Funds because effective budgetary control is altematively 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. The following is a reconciliation of the budgetary and GAAP basis excess (deficiency) of revenues and other sources over expenditures and other uses for the Special Revenue Funds: Excess (deficiency) of revenues and other sources over expenditures and other uses (budgetary basis) Unbudgeted fund: Police/Drug Enforcement Fund Excess (deficiency) of revenues and other sources over expenditures and other uses (GAAP basis) Deposits and Investments $357,144 57.121 $414,205 Substantially all operating cash, deposits, and short-term investments are maintained in consolidated cash and investment accounts. Related interest income is allocated to the various funds based primarily on ownership by each fund of specific investments. Cash equivalents consist of highly liquid investments with original maturities of three months or less. For purposes of the combined statement of cash flows, the City considers all highly liquid investments (including cash equivalents reported as restricted assets of $549,234 and $1,579,125 at September 30, 1999 and 1998, respectively) as set forth above to be cash equivalents. Investments in U.S. Treasury and agency obligations with maturities of one year or less when purchased are reported at amortized cost. Nonparticipating contracts are reported at cost. All other investments are reported at fair value. 18 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Deposits and Investments - continued State statutes authorize the City to invest in obligations of the U.S. Government or its agencies; obligations of the State of Texas or its agencies; and certain other obligations, repurchase agreements, money market mutual funds and certificates of deposits within established criterion. Taxes Property taxes attach as an enforceable lien on property as of January 1, are levied for appropriation for the fiscal year beginning on October 1, are due October 1, and become delinquent on February 1. Property taxes are accrued based on the period for which they are levied and available. Delinquent taxes estimated to be not available are treated as deferred revenue. Property taxes for cities, including those applicable to debt service, are limited by the Texas Constitution to $2.50 per $100 of assessed valuation. The City's current tax rate is $.514754 per $100 of assessed valuation ($.524754 per $100 last year) and assessed valuation is approximately 100% of estimated value. Inventories Inventories, which are recognized as expenditures as they are consumed, are stated at cost (first -in, first -out method) for the General Fund and Enterprise Funds. Inventories consist primarily of expendable supplies for the General Fund and pro shop merchandise for the Enterprise Funds. Fixed Assets Fixed assets are recorded at cost (or fair value, if contributed) when acquired. General fixed assets are recorded as expenditures in the General Fund, Special Revenue Funds, and Capital Projects Funds at the time of purchase or construction and are capitalized in the General Fixed Assets Account Group at cost. Public domain ("infrastructure") general fixed assets consisting of certain improvements other than buildings, including roads, bridges, curbs and gutters, streets and sidewalks, drainage systems and lighting systems are not capitalized in the general fixed assets account group. No depreciation is recorded on general fixed assets. Expenditures for utility plant and equipment are capitalized in the Proprietary Fund Types. Depreciation is recorded on each class of depreciable property in the proprietary funds beginning the year following the year of acquisition and utilizing the straight-line method over the following estimated useful lives of assets: Equipment Waterworks and sanitary sewer system and improvements 5 - 15 years 33 1/3 years 19 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Compensated Absences Employees may accumulate a maximum of two times their annual vacation. The City's policy is to pay the employee accumulated vacation upon termination. The City does not pay employees for accumulated sick leave upon termination. 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 govemmental 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. Deferred Compensation The City offers its employees a Noncontributory Deferred Compensation Plan created in accordance with Internal Revenue Code Section 457. The plan, available to all City employees, permits them to defer a portion of their salary until future years. The deferred compensation is not available to employees until termination, retirement, death, or unforeseeable emergency. The laws governing 457 plans were changed to state that plans would not be considered eligible plans unless all assets and income of the plans are held in trust for the exclusive benefit of the participants and their beneficiaries. The City's plan complies with the provisions of Internal Revenue Code Section 457. The deferred compensation plan had previously been included within the City's financial statements as an agency fund. In accordance with GASB 32, the plan as amended is no longer included in the City's financial statements. Fund Equity Certain assets that are restricted to a specific future use or are not available for appropriation or expenditure are offset by fund balance reserve accounts. Designated fund balances represent tentative plans for future use of financial resources. Comparative Data Comparative total data for the prior year has been presented in the accompanying combined financial statements in order to provide an understanding of the changes in the City's financial position, operations and cash flows. Complete comparative data (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. 20 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued Memorandum Totals The totals column on the combined statements are captioned Memorandum Only to indicate that they are presented only to facilitate financial analysis. Data in these columns do not present financial position, results of operations or cash flows in conformity with generally accepted accounting principles. Neither is such data comparable to a consolidation. Interfund eliminations have not been made in the aggregation of this data. Interfund Transactions Quasi -external transactions are accounted for as revenues, expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/ expenses in the reimbursing fund and as a reduction of expenditures/expenses in the fund reimbursed. All other interfund transactions, except quasi-extemal 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, 1999, the bank balances were $225,900 and the ledger balances of the City's book cash deposits were ($1,205,072). Of the bank balances, $225,900 were protected by federal depository insurance or by collateral held by the City's agent in the City's name. Investments At September 30, 1999, the City's investments are categorized as either (1) insured or registered or for which the securities are held by the City or its agent in the City's name; (2) uninsured and unregistered with securities held by the pledging financial institution's trust department or agent in the City's name; or (3) uninsured and unregistered with securities held by the financial institution, or by its trust department or agent but not in the City's name, as follows; 21 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 2. DEPOSITS AND INVESTMENTS Investments - continued U. S. Securities Investments not subject to categorization: LOGIC FGIC NOTE 3. LONG-TERM DEBT Cateaories 1 2 $422,707 $20,024,023 3 Carrying Fair Amount Value $20,446,730 $20,446,730 6,588,949 6,588,949 1.815,988 1.815.988 121111 E5Z 128. 1-0Z A summary of Tong -term debt transactions for the year ended September 30, 1999, is as follows: General Long -Term Debt Account Group: General Obligation Bonds Certificates of Obligation Sales tax revenue bonds Capital leases Compensated absences Accreted interest Balance Beginning of Year Balance End Increase Decrease of Year $ 5,056,586 $ $1,030,000 $ 4,026,586 11,025,000 400,000 10,625,000 9,435,000 345,000 9,090,000 393,114 134,472 258,642 1,047,209 46,697 1,000,512 1.450.256 198,652 - 1,648,908 $2142,165 __198 652 $1,956i 69 $26 C49,648 22 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 3. LONG-TERM DEBT - continued Balance Balance Beginning End of Year Increase Decrease of Year Proprietary Fund Types: Water and Sewer Revenue Bonds $ 2,155,000 $ $385,000 $ 1,770,000 Drainage Utility Revenue Bonds 1,870,000 105,000 1,765,000 Tax and Golf Course Surplus Revenue Certificates of Obligation 9,675,000 50,000 9,625,000 Tax and Softball Works Park Surplus Revenue Certificates of Obligation 1,935,000 70,000 1,865,000 Capital Leases - 47,280 6,299 40,981 Tax Notes 580.000 - 190.000 390.000 $ 16,215,000 &47.28Q _6Q6,244 $15 455,981 Debt outstanding at September 30, 1999 consists of the following: Range of Outstanding Current Long -Term Interest Rates Balance Maturities Maturities General Obligation Bonds 2.80 to 9.20% $ 4,026,586 $512,790 $3,513,796 Certificates of Obligation 4.10 to 7.13% 10,625,000 510,000 10,115,000 Sales Tax Revenue Bonds 5.10 to 8.10% 9,090,000 360,000 8,730,000 Capital leases 5.97 to 13.96% 299,623 144,495 - 155,128 Water and Sewer Revenue Bonds 4.50 to 6.50% 1,770,000 415,000 1,355,000 Drainage Utility Revenue Bonds 4.75 to 6.70% 1,765,000 110,000 1,655,000 Tax and Golf Course Surplus Revenue Certificates of Obligation 5.25 to 5.90% 9,625,000 75,000 9,550,000 Tax and Softball World Park Surplus Revenue Certificates of Obligation 4.10 to 5.25% 1,865,000 70,000 1,795,000 Tax Notes 4.45 to 6.45% 390,000 195,000 195,000 23 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 3. LONG-TERM DEBT - continued The debt matures serially through the year 2027 and has various call options whereby it may be redeemed during certain periods prior to maturity. A schedule of principal and interest maturities follows. Due to the nature of the obligation for compensated absences, annual requirements to amortize such obligations are not determinable and have not been included in the following summary. 2000 2001 2002 2003 2004 2005-2009 2010-2014 2015-2018 Less interest Principal 2000 2001 2002 2003 2004 2005-2009 2010-2014 2015-2019 2020-2024 2025-2027 Less interest Sales General Certifi- Tax Obligation cates of Revenue Bonds Obligation Bonds $1,144,455 $ 1,054,739 $ 897,693 1,162,065 940,713 888,583 1,145, 315 933,997 884,033 1,170,790 872,619 886,693 1,163,768 869,254 879,047 1,117,505 4,397,343 4,420,627 4,470,193 4,446,276 2,724,808 1.018.625 6,903,898 2.877.312 $4.Q2Q 586 16, 263, 666 5.638.666 $1.Q.525 000 14, 321, 577 5.231.577 $9 090 000 Tax and Tax and Golf Softball Course World Park Utility Surplus Surplus Drainage Revenue Revenue Revenue Certificates of Certificates of Bonds Obligation Obligation $ 222,342 $ 624,528 $ 158,139 225,852 645,590 160,166 228,652 715,340 157,082 230,788 711,152 158,856 227,248 711,702 160,348 1,158,646 3,553,272 813,277 234,740 3,559,296 833,689 3,563,310 337,062 3,563,514 2.139.806 2,528,268 19,787,510 2,778,619 763.268 10.162.510 913,619 Principal $1265.QQQ $_2.525.2QQ $1355 000 Capital Leases Water and Sewer Revenue Bonds Subtotal $159,551 $ 505,871 $ 3,762,309 159,551 513,625 3,664,537 9,948 519,475 3,492,768 209,575 3,139,677 131,025 3,043,094 130,625 10, 066,100 8,916,469 3.743.433 329,050 29.427 $299 623 2,010,196 240.196 1122.1000 39, 828, 387 14.017.178 $25311-2Q9 Notes Subtotal Grand Total $ 208,506 $ 1,213,515 $ 4,975,824 101,959 1,133,567 4,798,104 102,375 1,203,449 4,696,217 1,100,796 4,240,473 1,099,298 4,142,392 5,525,195 15,591,295 4,627,725 13,544,194 3,900,372 7,643,805 3,563,514 3,563,514 2,139.806 2.139.806 412,840 22,840 $.Q9Q.000 25,507,237 11.862.237 $12_64.5 000 65,335,624 25,879.415 $Q$ 456222 General Obligation Bonds authorized and unissued as of September 30, 1999, amounted to $300,000. Water and Sewer Revenue Bonds authorized and unissued as of September 30, 1999, 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. 24 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 3. LONG-TERM DEBT - continued At September 30, 1999, $1,215,000 of bonds defeased in the 1993 refunding are still outstanding. Water and Sewer Revenue Bonds and Refunding Bonds and Drainage Utility Revenue Bonds are payable solely from and equally secured by a first lien on and pledge of the net revenue of the City's combined waterworks and sanitary sewer system and the net revenues of the City's drainage utility system, respectively. In accordance with the water and sewer revenue and refunding bond ordinances, the following special reserves were established: Reserve for revenue bond debt service - to be used for retirement of the current portion of principal and interest payments due. Reserve for 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, 1999. The amounts reserved are reported as restricted assets of the Enterprise Funds. Investments of funds included in the bond reserve and emergency accounts are restricted to direct obligations unconditionally guaranteed by the United States of America having maturities not in excess of ten and five years, respectively. NOTE 4. RESTRICTED ASSETS Restricted assets consist of cash, investments and accrued interest primarily restricted for Water and Sewer Enterprise Fund debt service and water and sewer system replacements. The City sold certain of the waterworks and sanitary sewer system properties situated within the City of Bedford to that City in 1968. The proceeds were restricted to the prepayment or redemption of certain revenue bonds; investment income of the funds may be applied to current revenue bond interest up to stipulated amounts. As of September 30, 1999, the balance in the property sales proceeds account was $480,000 and is included in restricted assets in the accompanying balance sheet. 25 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 5. COMMITMENTS AND CONTINGENT LIABILITIES The City entered into a 50 year contract dated September 25, 1973, with the Trinity River Authority of Texas (the "TRA") whereby the TRA agrees to provide supplemental water and sewage treatment for consideration. Payments by the City are based on metered usage at rates designed to charge the City a prorata share of the TRA's annual operating and maintenance expenses, principal and interest requirement on bonds issued by the TRA. Payments under this contract approximated $4,295,000 in 1999 and are included as operating expenses of the water and sewer fund. The payments decreased approximately $255,000 in comparison to 1998. 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, 1998 Additions Deletions 1999 Land $ 3,826,944 $ $ $ 3,826,944 Buildings 8,795,947 8,795,947 Improvements other than buildings 4,162,919 - 4,162,919 Construction in progress 1,131,114 898,886 2,030,000 Machinery and equipment 7.054.415 672.222 7.726.637 $ 24.9Z13 $1571..1.05 $ $25-542.442 The following is a summary of utility plant and equipment in service at September 30, 1999 included in the proprietary funds: Enterorise Funds Internal Water and Drainage Recreation Golf Course Softball Athletic Service Sewer Fund Utility Fund Classes Fund Complex Complex Funds Land and building $1,528,966 $89,000 $ - $10,050,444 $1,369,473 $5,197,050 $ - Equipment 2,194,922 6,510 1,376 609,442 46,211 151,046 2,502,247 Improvements 184,601 2,706,729 - 715,591 16,558 - 40,390 Waterworks and sanitary sewer system 29,813,730 Construction in progress - - Less accumulated depreciation 33,722,219 2,802,239 1,376 11,375,477 1,432,242 5,348,096 2,542,637 16,235,730 293,940 550 548.552 19.522 186.121 1.299.836 $1Z 486.489 S2.528,299 $ 826 11.0.826 925 L1-41212D $5.1.51,975 S1.242.821. 26 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 7. SERVICE CENTER The Water and Sewer Enterprise Fund historically bears the major portion of the operating costs of the City's service center, which provides services to all City departments. NOTE 8. INTERFUND ASSETS/LIABILITIES Receivable Fund Water & Sewer Softball World Golf Course Golf Course Capital Projects NOTE 9. CONTRIBUTED CAPITAL Payable Fund Amount Golf Course $305,329 Athletic Complex 373,000 Police Department Grant 7,329 Softball Complex 11,636 Special Revenue 24,400 $721,694 The activity within the Enterprise Fund contributed capital for the year ended September 30, 1999 is as follows: Balance, September 30, 1998 $14,255,843 Depreciation expense for the year ended September 30, 1999 ( 421.3311 Balance, September 30, 1999 $13.834.512 NOTE 10. RISK MANAGEMENT The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. The City participates in the Texas Municipal League Joint Self Insurance Fund ("TMLIF") to provide both general liability and property insurance. The City, along with other participating entities, contributes annual amounts determined by TMLIF management. As claims arise they are submitted to and paid by TMLIF. The City is not liable for payments beyond their annual contributions to TMLIF. The City provides employee medical insurance coverage on a self -insured basis. Premiums are paid into a separate Insurance Fund by other funds, by the City's employees, and by retirees and are available to pay claims, claim reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of 27 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 10. RISK MANAGEMENT - continued $60,000 and aggregate claims in excess of $1,083,333. During fiscal 1999, the City and City's employees contributed approximately $1,074,697 and $428,128, respectively, for medical coverage. The City's contributions are accounted for as quasi-extemal transactions. Claims liabilities are based on estimates of the ultimate cost of claims (including future claim adjustment expenses) that have been reported but not settled, and of claims that have been incurred but not reported, and are accounted for in the Internal Service Risk Management Fund. The City is also self -insured for workers' compensation claims. Contributions are made to a separate Risk Management Fund by other funds and are available to pay claims, claim reserves and administrative costs of the program. An excess coverage insurance policy covers individual claims in excess of $300,000. During 1999, the City contributed approximately $291,439 to the fund for workers' compensation. Changes in the balances of claims liabilities are as follows: Unpaid claims, beginning of year Incurred claims Paid claims Unpaid claims, end of year 1999 1998 $ 95,000 $ 70,000 1,754,515 1,724,055 1.721.862 1,699,055 $_127.&5$ $ 95,44Q The City had no significant reductions in insurance coverage from the year ended September 30, 1998. Settlement amounts have not exceeded insurance coverage for the year ended September 30, 1999 or any of the three preceding years ended September 30. NOTE 11. EMPLOYEE RETIREMENT SYSTEM Plan Description The City provides pension benefits for all of its full-time employees through a nontraditional, joint contributory, defined benefit plan in the state-wide Texas Municipal Retirement System (TMRS), one of 717 administered by TMRS, an agent multiple - employer public employee retirement system. Benefits depend upon the sum of the employee's contributions to the plan, with interest, and City -financed monetary credits, with interest. At the date the plan began, the City granted monetary credits for service rendered before the plan began of a theoretical amount equal to two times what would have been contributed by the employee with interest, prior to establishment of the plan. Monetary credits for service since the plan began are a percent (100%, 150%, or 200%) of the employee's accumulated 28 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 11. EMPLOYEE RETIREMENT SYSTEM - continued Plan Description - continued contributions. In addition, the City can grant, as often as annually, another type of monetary credit referred to as an updated service credit which is a theoretical amount which, when added to the employee's accumulated contributions and the monetary credits for service since the plan began, would be the total monetary credits and employee contributions accumulated with interest if the current employee contribution rate and the City matching percent had always been in existence and if the employee's salary had always been the average of his salary in the last three years that are one year before the effective date. At retirement, the benefit is calculated as if the sum of the employee's accumulated contributions with interest and the employer -financed monetary credits with interest were used to purchase an annuity. Members can retire at ages 60 and above with 10 years or more of service or with 25 years of service regardless of age. A member is vested after 10 years. The plan provisions are adopted by the governing body of the City, within the options available in the state statutes goveming TMRS and within the actuarial constraints also in the statutes. Contributions The contribution rate for the employees is 7%, and the City matching percent is currently 200%, both as adopted by the governing body of the City. Under the state law governing TMRS, the actuary annually determines the City contribution rate. This rate consists of the normal cost contribution rate and the prior service contribution rate, both of which are calculated to be a level percent of payroll from year to year. The normal cost contribution rate finances the currently accruing monetary credits due to City matching percent, which are the obligation of the City as of an employee's retirement date, not at the time the employee's contributions are made. The normal cost contribution rate is the actuarially determined percent of payroll necessary to satisfy the obligation of the City to each employee at the time his retirement becomes effective. The prior service contribution rate amortizes the unfunded actuarial liability over the remainder of the plan's 25-year amortization period. 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 1997. The unit credit actuarial cost method is used for determining the City contribution rate. Both the employees and the City make contributions monthly. Since the City needs to know its contribution rate in advance to budget for it, there is a one-year delay between the actuarial valuation that is the basis for the rate and the calendar year when the rate goes into effect (i.e. December 31, 1998 valuation is effective for rates beginning January 2000). 29 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 11. EMPLOYEE RETIREMENT SYSTEM - continued Schedule of Actuarial Liabilities and Funding Progress Actuarial Valuation Date 12/31/98 Actuarial Value of Assets $35,352,987 Actuarial Accrued Liability 42,919,216 Percentage Funded 82.4% Unfunded Actuarial Accrued Liability (UAAL) 7,566,229 Annual Covered Payroll 12,486,300 UAAL as a Percentage of Covered Payroll 60.6% Net Pension Obligation (NPO) at the Beginning of Period $ - Annual Pension Cost: Annual Required Contribution (ARC) Interest on NPO Adjustment to the ARC 1,699,438 Total annual pension cost 1,699,438 Contributions Made ( 1,699,438) Increase in NPO - NPO at the end of the period $ Trend information for the past three years for TMRS is as follows: Year Annual Percentage Pension Cost of APC Net Pension (APC) Contributed Obliaation 1996 $ 1,529,741 100% 1997 1,641,301 100% 1998 1,699,438 100% $ The City of Euless is one of 717 municipalities having the benefit plan administered by TMRS. Each of the 717 municipalities has an annual, individual actuarial valuation performed. All assumptions for the Deecmber 31, 1998 valuations are contained in the 1998 TMRS Comprehensive Annual Financial Report, a copy of which may be obtained by writing P.O. Box 149153, Austin, Texas 78714-9153. 30 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 12. SEGMENTS OF ENTERPRISE ACTIVITIES The City maintains seven Enterprise Funds. The Water and Sewer Fund provides water distribution and wastewater collection services and contractually secures water supply and wastewater treatment services from the Trinity River Authority. The Drainage Utility Fund provides drainage services. The Recreation Classes, Golf Course, Softball Complex, Athletic Complex and Arbor Daze provide various recreational services and activities. Segment information for the City's Enterprise Funds is as follows: Operating revenues Depreciation Operating income (loss) Operating transfers in transfers out Net income (loss) Property, plant and equipment: Additions Total Assets Net working capital Long-term debt, including current portion Water and Drainage Recreation Sewer Fund Utility Fund Classes $11,442,904 $ 587,710 $ 230,489 1,016,640 81,774 275 1,129,881 304,568 19,143 1,286,889 31,102 - 201,774 188,909 19,143 662,251 89,000 28,953,187 3,517,610 8,548,726 924,847 Golf Softball Course Comolex $ 3,534,634 424,969 Athletic Arbor Comolex Daze Total $ 995,090 $ 157,393 $ 589,592 $17,537,812 10,063 186,121 - 1,719,842 533,760 186,691 (191,756) 65,459 2,047,746 203,181 18,202 - 221,383 - - 18,201 - 1,336,192 151,162 125,041 (206,452) 68,622 548,199 54,780 - - 65,704 11,302,016 2,246,907 5,255,239 62,564 153,287 770,306 70,898 - 806,031 126,336 51,466,999 126,336 10,656,966 1,770,000 1,765,000 - 10,055,981 1,865,000 15,455,981 Total Equity 25,389,847 1,701,977 63,390 704,736 329,980 4,871,501 126,336 33,187,767 NOTE 13. CAPITAL LEASES The City has entered into lease agreements as lessee for financing the acquisition of computer hardware, software, communications equipment, machinery and equipment, and a copier. These lease agreements qualify as capital leases for accounting purposes and, therefore, have been recorded at the present value of the future minimum lease payments as of the date of their inception. These assets are stated on the balance sheet at their capitalized cost of $883,367. The following is a schedule of the future minimum lease payments under these capital leases, and the present value of the net minimum lease payments at September 30, 1999. 2000 $159,551 2001 159,551 2002 9.948 Total minimum lease payments 329,050 Less: amount representing interest 29.427 Present value of future minimum lease payments $299,t23 31 CITY OF EULESS, TEXAS NOTES TO COMBINED FINANCIAL STATEMENTS NOTE 14. EXCESS OF EXPENDITURES OVER APPROPRIATIONS As of September 30, 1999, the following individual funds had an excess of expenditures over appropriations: DEA Task Force Fund ($ 43,691) Police Department Grant Funds ($ 28,025) NOTE 15. PRIOR PERIOD ADJUSTMENT Subsequent to issuance of the City's financial statements for the year ended September 30, 1998, an error was discovered in capital leases payable in the General Long -Term Debt Account Group and machinery and equipment in the General Fixed Asset Account Group. Accordingly, an adjustment was made to correct the balances reported in previous financial statements, which had the effect of increasing the beginning balance of capital leases payable in the General Long -Term Debt Account Group and increasing the beginning balance of machinery and equipment in the General Fixed Asset Account Group by $375,880 and $427,494, respectively. NOTE 16. DEFICIT RETAINED EARNINGS A deficit retained earnings of $184,003 exists in the Athletic Complex Fund resulting from start-up operations and depreciation expense. 32 This page intentionally left blank. Soaring to new heights! REQUIRED SUPPLEMENTARY INFORMATION CITY OF EULESS, TEXAS REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS FOR PARTICIPATION IN TEXAS MUNICIPAL RETIREMENT SYSTEM SEPTEMBER 30, 1999 Unfunded Unfunded Actuarial Actuarial Actuarial Actuarial Actuarial Annual Accrued Liability Valuation Value of Accrued Percentage Accrued Covered as a Percentage Date Assets Liability Funded Liability Payroll of Covered Payroll 12/31/96 $ 27,342,327 $ 34,623,173 78.97% $ 7,280,846 $ 11,340,676 64.20% 12/31/97 31,489,215 39,167,673 80.40% 7,678,458 11,791,361 65.12% 12/31/98 35,352,987 42,919,216 82.37% 7,566,229 12,486,300 60.60% 33 INDIVIDUAL FUND AND ACCOUNT GROUP STATEMENTS AND SCHEDULES This page intentionally left blank. Soaring to new heights! SPECIAL REVENUE FUNDS Special revenue funds are used to account for specific revenues that are legally restricted to expenditures for particular purposes. Hotel/Motel Fund - to account for the operations and expenditures for which hotel/motel occupancy taxes are used. Occupancy tax revenues are used primarily for advertising and promotion of the City. Police Drug Enforcement Fund - to account for proceeds from sale of assets seized in connection with drug arrests. Revenues are used solely for police department expenditures. Half -Penny Sales Tax Fund - to account for the sales tax revenues and expenditures of the Euless Development Corporation, a component unit of the City of Euless. The expenditures of the half -penny sales tax can only be spent on parks, library, debt service, and economic development activities within the City of Euless. Fort Worth DEA Task Force Fund - to account for the City's portion of revenues and expenditures received from collection of confiscated drug money. Money is distributed to various other cities that are also involved in the collection process. Crime Control and Prevention District Fund - to account for the revenues and expenditures of this component unit of the City of Euless. The revenues are collected from sales taxes and expenditures can only be spent on new operating and capital activities specifically for approved crime control and prevention programs. Police Department Grant Funds - to account for grant revenues received which must be used for police salaries and benefits. CITY OF EULESS, TEXAS SPECIAL REVENUE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30,1998 Police Crime Drug Half DEA Control and Police Hotel/ Enforce- Penny Task Prevention Department Motel ment Sales Tax Force District Grant Totals Fund Fund Fund Fund Fund Funds 1999 1998 ASSETS Deposits and investments $ 207,805 $ 429,942 $ 1,789,041 $ 2,549 $ 654,356 $ 125,727 $ 3,209,420 $ 2,731,014 Accounts receivable - 8,388 10,594 18,982 Accrued interest receivable 4,780 5,628 6,425 - 16,833 11,308 Prepaids - 4,318 - 4,318 - Due from other governments 122,061 62,929 184,990 209,547 Total assets $ 207,805 $ 443,110 $ 1,921,048 $ 2,549 $ 723,710 $ 136,321 $ 3,434,543 $ 2,951,869 LIABILITIES AND FUND EQUITY LIABILITIES: Accounts payable $ 17,950 $ 159 $ 43,161 $ $ 63,183 $ - $ 124,453 $ 93,740 Accrued salaries and wages - 12,134 982 1,323 14,439 8,472 Due to other funds 24,400 7,329 31,729 - Total liabilities 17,950 159 79,695 64,165 8,652 170,621 102,212 FUND EQUITY: Fund Balances: Reserve for debt service - 910,588 910,588 927,674 Reserve for historical preservation 1,323 - - - 1,323 Unreserved, undesignated 188,532 442,951 930,765 2,549 659,545 127,669 2,352,011 1,921,983 Total fund equity 189,855 442,951 1,841,353 2,549 659,545 127,669 3,263,922 2,849,657 Total liabilities and fund equity $ 207,805 $ 443,110 $ 1,921,048 $ 2,549 $ 723,710 $ 136,321 $ 3,434,543 $ 2,951,869 34 CITY OF EULESS, TEXAS SPECIAL REVENUE FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 Revenues: Gross receipts tax General sales tax Interest income DEA revenues Other revenues Total revenues Expenditures: General and administrative Police department Parks Library Economic development Debt service Principal Interest and fiscal charges Capital outlay and maintenance Total expenditures Other financing sources (uses): Operating transfers in Operating transfers out Total other financing sources (uses) Hotel/ Motel Fund $ 288,975 6,805 1,323 297,103 Police Drug Enforce- ment Fund $ 18,032 125,714 Half Penny Sales Tax Fund DEA Task Force Fund Crime Control and Prevention District Fund Police Department Grant Funds $ - $ - $ 914,810 - 390 23,021 1,852 23,234 204,286 143,746 1,990,614 23,624 937,831 206,138 $ 1,917,311 73,303 72,914 - 2,088 - - - 18,325 44,949 173,184 160,525 370,576 - - - 272,496 - 110,354 - 345,000 565,588 27,550 44,019 58,570 100,464 62,344 1,666,102 44,949 231,754 160,525 (164,625) (24,281) (163,556) - (609,1641_ (164,625) _(24,281) (163,556) 42,973 Totals 1999 1998 $ 288,975 2,832,121 123,403 125,714 228,843 3,599,056 75,002 396,983 370,576 272,496 110,354 345,000 565,588 130,139 2,266,138 $ 332,995 2,869,590 148,939 96,023 68,641 3,516,188 174,394 450,762 335,419 266,010 130,379 335,000 592,672 65,628 2,350,264 42,973 3,117 (961,626) _J1,015,972) - (609,164) 42,973 (918,653) (1,012,855) Excess (deficiency) of revenues and other financing sources over expenditures and other financing uses 32,014 57,121 160,956 (21,325) 96,913 88,586 Fund balance, beginning of year Fund balance, end of year 414,265 153,069 157,841 385.830 1,680,397 23,874 562,632 39,083 2,849,657 2,696,588 $ 189,855 $ 442,951 $ 1,841,353 $ 2,549 $ 659,545 $ 127,669 $ 3,263,922 $ 2,849,657 35 CITY OF EULESS, TEXAS BUDGETED SPECIAL REVENUE FUNDS STATEMENTS OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL YEAR ENDED SEPTEMBER 30, 1999 Hotel/Motel Fund Half Penny Sales Tax Fund Variance Variance rdvuldble FdVuIdb e Actual Budget (Unfavorable) Actual Budget (Unfavorable) Revenues: Gross receipts tax $ 288,975 $ 375,000 $ (86,025) $ $ - $ General sales tax - 1,917,311 2,050,000 (132,689) Interest income 6,805 3,300 3,505 73,303 65,000 8,303 DEA revenues - - - - - Other revenues 1,323 1,323 Total revenues 297,103 378,300 (81,197) 1,990,614 2,115,000 (124,386) Expenditures: General and administrative 72,914 112,264 39,350 2,088 255,600 253,512 Police department - - - Parks - 370,576 494,568 123,992 Library - 272,496 283,005 10,509 Economic Development 110,354 168,282 57,928 Debt Service Principal 345,000 345,000 - Debt Service Interest - - 565,588 565,588 Capital outlay and maintenance 27,550 59,086 31,536 Total expenditures 100,464 171,350 70,886 1,666,102 2,112,043 445,941 Other financing sources (uses): Operating transfers In - Operating transfers out (164,625) (164,625) (163,556) (138,556) (25,000) Total other financing sources (uses) (164,625) (164,625) (163,556) (138,556) (25,000) Excess (deficiency) of revenues and and other financing sources over expenditures and other financing uses 32,014 42,325 (10,311) 160,956 (135,599) 296,555 Fund balance, beginning of year 157,841 157,841 - 1,680,397 1,680,397 Fund balance, end of year $ 189,855 $ 200,166 $ (10,311) $ 1,841,353 $ 1,544,798 296,555 36 (1 of 2) DEA Task Force Fund Crime Control and Prevention District Fund Variance Variance Favurable FdvuidLIe Actual Budget (Unfavorable) Actual Budget (Unfavorable) $ $ - $ $ - $ - $ - - 914,810 970,000 (55,190) 390 390 23,021 15,000 8,021 23,234 23,234 23,624 - 23,624 937,831 985,000 (47,169) 44,949 1,258 (43,691) 173,184 568,362 395,178 258,904 258,904 58,570 58,570 44,949 1,258 (43,691) 231,754 885,836 654,082 (609,164) (609,164) (609,164) (609,164) (21,325) (1,258) (20,067) 96,913 (510,000) 606,913 23,874 23,874 562,632 562,632 2,549 $ 22,616 $ (20,067) $ 659,545 $ 52,632 $ 606,913 CITY OF EULESS, TEXAS SPECIAL REVENUE FUNDS STATEMENTS OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL YEAR ENDED SEPTEMBER 30, 1999 Revenues: Gross receipts tax General sales tax Interest Income DEA revenues Other revenues Total revenues Expenditures: General and administrative Police department Parks Library Economic Development Debt Service Principal Debt Service Interest Capital outlay and maintenance Total expenditures Other financing sources (uses): Operating transfers in Operating transfers out Total other financing sources $ (2 of 2) Police Department Grant Funds Variance Fawrable Actual Budget (Unfavorable) a - $ 1,852 1,852 204,286 113,808 90,478 206,138 113,808 92,330 160,525 132,500 (28,025) 160,525 132,500 (28,025) 42,973 18,692 24,281 42,973 18,692 24,281 Excess of revenues and and other financing sources over expenditures and other financing uses 88,586 88,586 Fund balance, beginning of year 39,083 39,083 Fund balance, end of year $ 127,669 $ 39,083 $ 88,586 38 CAPITAL PROJECT FUNDS Capital project funds are used to account for the acquisition and construction of major capital facilities other than those financed by proprietary funds and trust funds. Park Improvements Certificates of Obligation Fund (1990) - to account for the construction of park facilities. Financing was provided from the sale of Certificates of Obligation of $2,000,000 in 1990. Street Assessments Fund - to account for receipt of funds for special assessment collection and subsequent construction of improvements to various street and drainage projects. Street Capital Improvements Fund- to account for the construction of improvements to various street and drainage projects. Half -Penny Sales Tax Construction in Progress Fund - to account for bond proceeds to be expended for construction projects funded by the Euless Development Corporation, a component unit of the City of Euless. Developers' Contribution Fund - to account for funds received for the purpose of making new and future improvements to various development areas within the City. Police Facility Construction Fund — to account for the construction of a police facility. General Obligation Capital Projects — to account for improvements to an existing building which will be utilized as a new Fire Station facility. CITY OF EULESS, TEXAS CAPITAL PROJECT FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1998 ASSETS Deposits and investments Accrued interest receivable Due from other funds Total assets LIABILITIES AND FUND EQUITY Park Improvements Street Certificates of Street Capital Obligation Assessments Improvements Fund (1990) Fund Fund $ 7,998 $ 44,970 $ 3,318,556 - 8,117 $ 7,998 $ 44,970 $ 3,326,673 Accounts payable $ $ $ 128,092 Customer and escrow deposits Total liabilities 128,092 Fund Balances: Reserve for development agreements Unreserved, undesignated Total fund equity Total liabilities and fund equity 7,998 44,970 3,198,581 7,998 44,970 3,198, 581 $ 7,998 $ 44,970 $ 3,326,673 39 Half -Penny Police G.O. Sales Tax Developers' Facility Capital Construction Contribution Construction Projects Totals in Progress Fund Fund Fund 1999 1998 $ 1,201,851 $ 1,719,802 $ 731,412 $ 106,304 $ 7,130,893 $ 9,271,337 25,699 21,021 54,837 49,496 24,400 - - 24,400 $ 1,251,950 $ 1,740,823 $ 731,412 $ 106,304 $ 7,210,130 $ 9,320,833 $ 53,891 $ - $ - $ $ 181,983 $ 162,412 15,333 15,333 96,826 53,891 15,333 - 197,316 259,238 - 1,202,910 - - 1,202,910 1,232,860 1,198,059 522,580 731,412 106,304 5,809,904 7,828,735 1,198,059 1,725,490 731,412 106,304 7,012,814 9,061,595 1,251,950 $ 1,740,823 $ 731,412 $ 106,304 $ 7,210,130 $ 9,320,833 40 CITY OF EULESS, TEXAS CAPITAL PROJECT FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 Park Improvements Street Certificates of Street Capital Obligation Assessments Improvements Fund (1990) Fund Fund Revenues: Interest income $ $ $ 217,310 Intergovernmental - Other revenue 2,593 145 Total revenues - 2,593 217,455 Expenditures: Parks/recreation/library Economic development Issuance costs Capital outlay and maintenance Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses): Net proceeds from issuance of certificates of obligation 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 balances, beginning of year Fund balances, end of year 1,890 1,890 (1,890) 2,593 1,948,404 1,948,404 (1,730,949) (1,890) 2,593 (1,730,949) 9,888 42,377 4,929,530 $ 7,998 $ 44,970 $ 3,198,581 41 Half -penny Police G.O. Sales tax Developers' Facility Capital Construction Contribution Construction Projects Totals in Progress Fund Fund Fund 1999 1998 $ 50,884 $ 76,461 $ 37,150 $ 8,283 $ 390,088 $ 310,709 - - - 1,280,767 2,738 95,729 50,884 76,461 37,150 8,283 392,826 1,687,205 135,677 - 135,677 211,929 1,453 1,453 90,136 - - 56,800 29,950 898,885 60,348 2,939,477 4,469,591 137,130 29,950 898,885 60,348 3,076,607 4,828,456 (86,246) 46,511 (861,735) (52,065) (2,683,781) (3,141,251) 5,500,000 125,000 510,000 635,000 1,269,890 (11,411) 125,000 510,000 635,000 6,758,479 38,754 46,511 (351,735) (52,065) (2,048,781) 3,617,228 1,159, 305 1,678,979 1,083,147 158,369 9,061,595 5,444,367 $ 1,198,059 $ 1,725,490 $ 731,412 $ 106,304 $ 7,012,814 $ 9,061,595 42 This page intentionally left blank. 1 N Soaring to new heights! ENTERPRISE FUNDS Enterprise funds are used to account for operations that are financed and operated in a manner similar to private business enterprises - where the intent of the government's council is that the costs of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or where the government's council has decided that periodic determination of net income is appropriate for accountability purposes. Water and Sewer Fund - to account for the acquisition, operation and maintenance of a municipal water and sewer utility, supported primarily by user charges to the public. Drainage Utility Fund - to account for the acquisition, operation and maintenance of a municipal drainage utility, supported primarily by user charges. Recreation Classes - to account for the operation of recreational programs and activities which are offered to groups and individuals on a fee basis. Golf Course Fund - to account for the operation and maintenance of the golf course, supported primarily by user charges. Softball Complex Fund - to account for the operation and maintenance of the softball complex, supported primarily by user charges. Athletic Complex Fund - to account for the operation and maintenance of the athletic complex, supported primarily by user charges. Arbor Daze Fund — to account for the receipts and disbursements of the Arbor Daze Festival, supported primarily by user charges. CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1998 Water and Drainage Recreation Sewer Utility Classes ASSETS Current assets: investments $ 6,823,119 $ 901,187 $ 62,536 Accounts receivable and unbilled revenue less allowance for uncollectibles of $1,463 for water and sewer and $6,639 for drainage utility 1,695,780 44,050 Grants receivable - Accrued interest receivable 201,895 4,368 - Prepaids and deposits 35,288 - 2,342 Inventory 48,143 - Due from other funds 305,329 - - Total current assets 9,109,554 949,605 64,878 Restricted assets: Revenue bond debt service: Cash with paying agent 11,122 Revenue bond emergency: Short-term investments 500,000 Property sale proceeds account: Investment with paying agent 480,000 Capital projects account: Cash and cash equivalents 538,112 Short-term investments 794,072 Customer deposits: Cash and cash equivalents - Interest receivable on investments 10,554 Total restricted assets 2,333,860 Bond issuance cost 85,373 107,473 Less accumulated amortization 62,089 47,767 Net bond issuance cost 23,284 59,706 Utility plant and equipment in service, at cost Land and Building 1,528,966 89,000 Equipment 2,194, 922 6,510 1,376 Improvements 184,601 2,706,729 Waterworks and sanitary sewer system 29,813,730 - 33, 722, 219 2,802,239 1,376 Less accumulated depreciation io,Loo,iou 293,940 550 Net utility plant and equipment in service 17,486,489 2,508,299 826 TOTAL ASSETS $28,953,187 $ 3,517,610 $ 65,704 43 (1 of 2) Golf Softball Athletic Arbor Totals Course Complex Complex Daze 1999 1998 $ 156,655 $ 399,890 $ 75,233 $ 126,336 $ 8,544,956 $ 6,452,131 96,786 - 1,836,616 1,796,116 - 59,772 - 109 206,372 158,363 15,646 4,502 57,778 271,356 92,283 21,209 6,403 168,038 157,199 18,965 373,000 - 697,294 1,038,801 380,335 /98,/10 81,536 126,336 11,511,054 9,933,738 11,122 12,730 500,000 500,000 480,000 459,852 538,112 466,820 794,072 826,495 1,099,575 10,554 19,303 2,333,860 3,384,775 116,003 42,879 14,259 365,987 365,987 21,247 7,402 2,631 - 141,136 118,485 94,756 35,4// 11,628 224,851 247,502 10,050,444 1,369,473 5,197,050 18,234,933 18,135,139 609,442 46,211 151,046 3,009,507 2,299,975 715,591 16,558 - 3,623,479 3,626,773 29, 813, 730 29, 813, 730 11,375,4/1 1,432,242 5,348,096 54,681,649 53,875,617 548,552 19,522 186,121 17, 284, 415 10, 004, 0 / J 10,826,925 1,412,720 5,161,975 37,397,234 38,311,044 $ 11,302,016 $ 2,246,907 $ 5,255,239 $ 126,336 $51,466,999 $ 51,877,059 44 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30,1999 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30,1998 Water and Drainage Recreation Sewer Utility Classes LIABILITIES AND FUND EQUITY Current liabilities: Payabtefrorrrcurrent assets: Accounts payable $ 451,049 $ 35 $ 2,314 Accrued salaries and wages 109,779 17,223 Customer and escrow deposits 7,500 Deferred revenue Total current liabilities 560,828 24,758 2,314 Current obligations payable from restricted assets: Customer and escrow deposits 1,144,302 Current portion of bonds payable 415,000 110,000 Current portion of capital leases payable Current portion of tax notes payable Accrued interest 31,137 25,875 Bonds payable 1,355,000 1,655,000 Capital leases payable Tax notes payable Deferred revenue 57,073 Due to other funds Total liabilities 3,563,340 1,815,633 2,314 Fund equity: Contributed capital: From state From general fund - From subdividers 15,705,558 From Special Revenue Fund - From Environmental Protection Agency 239,617 From Trinity River Authority 15,000 15,960,175 Accumulated depreciation on assets acquired with contributed capital Net contributed capital 7,608,897 8,351,278 Retained earnings (deficit): Reserved for: Computer Debt service and construction 49,472 Recycling 31,311 Emergency 500,000 Outstanding work 39,405 Total reserved 620,188 Unreserved 16,418,381 1,701,977 63,390 Total retained earnings (deficit) 17,038,569 1,701,977 63,390 Total fund equity 25,389,847 1,701,977 63,390 TOTAL LIABILITIES AND FUND EQUITY $ 28,953,187 $ 3,517,610 $ 65,704 45 (2 of 2) Golf Softball Athletic Arbor Totals Course Complex Complex Daze 1999 1998 $ 99,042 $ 15,906 $ 9,459 $ $ 577,805 $ 501,292 57,708 12,496 446 197,652 149,958 - - 7,500 7,500 70,298 833 - 71,131 72,299 227,048 28,402 10,738 - 854,088 731,049 - 1,144,302 1,099,575 75,000 70,000 - 670,000 610,000 15,178 15,178 - 195,000 - 195,000 190,000 8,922 11,889 77,823 86,460 9,550,000 1,795,000 14,355,000 15,025,000 25,803 - 25,803 - 195,000 - 195,000 390,000 - - 57,073 64,873 305,329 11,636 373,000 689,965 1,040,534 10,597,280 1,916,927 383,738 18,279,232 19,237,491 500,000 500,000 500,000 1,700,426 1,700,426 1,700,426 - - 15,705,558 15,705,558 405,633 2,855,078 - 3,260,711 3,260,711 - 239,617 239,617 22,097 - 37,097 37,097 427,730 5,055,504 21,443,409 21,443,409 7,608,897 7,187,566 427,730 5,055,504 13,834,512 14,255,843 225,000 49,472 447,034 31,311 31,311 500,000 500,000 39,405 39,405 520,188 1,242,750 277,0006 329,980 (184,003) 126,336 18,/33,0b( 1i,.14u,9i3 277,6106 329,980 (184,003) 126,336 19,353,255 18,383,(25 704,736 329,980 4,871,501 126,336 33,187,767 32,639,568 $ 11,302,016 $ 2,246,907 $ 5,255,239 $ 126,336 $ 51,466,999 $ 51,877,059 46 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 Water and Drainage Recreation Golf Sewer Utility Classes Course Operating revenues: Water service $ 7,034,082 $ $ $ Sewer service 3,568,056 Drainage fees - 587,710 Recreation fees - - 230,489 - Service fees and miscellaneous 840,766 - 3,534,634 Total operating revenues 11,442,904 587,710 230,489 3,b34,634 Operating expenses: General and administrative 640,413 - Water production 3,214,048 - - Water distribution 446,715 Utility engineering 272,438 - Sewage collection and treatment 1,763,864 Nondepartmental 2,123,422 Geographic information 167,287 - Service center 660,435 - Drainage - 195,397 Recreation classes - 211,071 - Golf course 961,869 Engineering - Pro Shop 373,755 Food and beverage 864,311 Conference center 209,406 Cart operations 151,886 Driving range 8,480 Athletic complex - Softball complex - Arbor Daze - - Depreciation 1,016,640 81,774 275 424,969 Amortization 7,761 5,971 6,198 Total operating expenses 10,313,023 283,142 211,346 3,000,874 Operating income (loss) 1,129,881 304,568 19,143 533,760 Nonoperating revenues (expenses) Investment income 466,107 33,876 1,427 Interest on bonds (107,325) (118,433) (587,206) Total nonoperating revenues (expenses), net 358,782 (84,55i) (585,779) Income (loss) before operating transfers 1,488,663 220,011 19,143 (52,019) Operating transfers in - 203,181 Operating transfers out (1,286,889) (31,102) - Net income (loss) 201,774 188,909 19,143 151,162 Add depreciation on fixed assets acquired with contributed capital 421,331 Increase (decrease) in retained earnings 623,105 188,909 19,143 151,162 Retained earnings, beginning of year 16,415,464 1,513,068 44,247 125,844 Retained earnings (deficit), end of year $ 17,038,569 $ 1,701,977 $ 63,390 $ 277,006 47 Softball Athletic Arbor Totals Complex Complex Daze 1999 1998 $ $ $ $ 7,034,082 $ 7,125,669 3,568,056 3,544,244 587,710 576,662 - - 230,489 243,884 995,090 157,393 589,592 6,117,475 5,173,264 995,090 157,393 589,592 17,537 1F 16,(56 i, 123 640,413 577,225 3,214,048 3,340,590 446,715 459,664 272,438 173,753 1,763,864 1,754,800 2,123,422 2,473,991 167,287 188,798 660,435 652,720 195,397 87,641 211,071 234,206 961,869 876,663 1,764 373,755 356,379 864,311 758,422 209,406 167,679 151,886 117,275 8,480 9,172 162,349 - 162,349 63,109 796,294 - - 796,294 785,951 524,133 524,133 567,063 10,063 186,121 1,719,842 1,195,798 2,042 679 - 22,651 22,652 808,399 349,149 524,133 15,490,066 14,865,315 186,691 (191,756) 65,459 2,047,746 1,798,408 11,157 3,505 3,163 519,235 579,755 (91,009) - (903,973)(930,168) (79,852) 3,505 3,163 (384,738) 350,413) 106,839 (188,251) 68,622 1,663,008 1,447,995 18,202 - 221,383 360,549 - (18,201) (1,336,192) (531,065) 125,041 (206,452) 68,622 548,199 1,277,479 - 421,331 421,331 125,041 (206,452) 68,622 969,530 1,698,810 204,939 22,449 57,714 18,383,725 16,684,915 $ 329,980 $ (184,003) $ 126,336 $ 19,353,255 $ 18,383,725 CITY OF EULESS, TEXAS ENTERPRISE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 OPERATING ACTIVITIES Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation and amortization (Increase) decrease due to changes in: Accounts receivable and unbilled revenue Due from other funds Prepaids and deposits Inventory Increase (decrease) due to net changes in: Accounts payable Accrued salaries and wages Due to other funds Customer and escrow deposits Deferred revenue Total adjustments Net cash provided by operating activities NONCAPITAL FINANCING ACTIVITIES Interest paid on bonds Interest paid on tax notes payable Reduction in bonds payable Reduction in tax notes payable Proceeds from issuance of capital lease payable Operating transfer in Operating transfer out Net cash used in noncapital financing activities CAPITAL AND RELATED FINANCING ACTIVITIES Contributions in aid to construction Purchase of utility plant and equipment in service Net cash used in capital and related financing activities INVESTING ACTIVITIES Purchase of investment securities Proceeds from sale of investment securities Interest received on investments Net cash provided by investing activities Net increase in cash and cash equivalents Cash and cash equivalents, beginning of year Cash and cash equivalents, end of year Water and Sewer $ 1,129,881 1,024,401 (157, 420) 14,671 220,855 (7,659) 88,227 2,226 44,727 (7,800) 1,222,228 2,352,109 (107, 325) (385, 000) (1,286, 889) (1,779,214) Drainage Recreation Utility Classes $ 304,568 $ 19,143 87,745 275 (8,479) 400 (2,342) (26,921) (3,119) 17,223 (253) 69,568 5,039) 374,136 14,104 (118,433) (105, 000) (31,102 (254, 535 (662,2-51 (89,000) (20,148) 32,423 426,669 29,739 438,944 29,739 349,588 60,340 14,104 7,022,765 840,847 48,432 $ 7,372,353 $ 901,187 $ 62,536 49 Golf Softball Athletic Arbor Course Complex Complex Daze 1999 $ 533,760 $ 186,691 $ (191,756) $ 65,459 $ 2,047,746 431,167 12,105 186,800 1,742,493 643 59,772 (105,084) (18,965) 345,801 341,507 (1,135) (3,800) 213,578 1,216 (1,532) (2,864) (10,839) 28,706 (15,064) 4,773 76,602 25,844 2,584 71 (90) 47,605 (348,205) 11,636 (14,000) (350,569) - - - 44,727 20,631 (20,965) (834) (8,968) 139,259 331,408 233, 18 190) 1,9 1,052 673,019 518,099 41,962 fi') MP 4,038,798 (569,361) (91,009) (886,128) (22,168) - (22,168) (50,000) (70,000) (610,000) (190,000) (190,000) 40,981 - 40,981 203,181 18,202 - 221,383 - - 18,201 - 1,336,192 (587,367) (142,807) (18,201 12,782,1�1 (54,780) 54,780 125,783 125,783 11,157 11,1b/ 3,505 3,505 156,655 386,449 27,266 13,441 47,967 806,031 (20,148) 32,423 3,163 600,016 3,163 612,291 68,532 1,062,934 57,804 8,031,256 $ 156,655 $ 399,890 $ 75,233 $ 126,336 $ 9,094,190 Totals 1998 $ 1,798,408 1,218,450 (84,339) (228,884) (185, 089) (29,073) (369, 884) 47,541 320,534 49,640 48,157 787,053 2,585,461 (903,678) (31,973) (585,000) (170, 000) 360,549 (531,065) (1,861,167 419,728 _ (1,534,367) 709,337 520,688 1,230,025 839,680 7,191,576 $ 8,031,256 50 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE BALANCE SHEETS SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1998 (1 of 2) 1999 1998 ASSETS Current assets: Deposits and investments $ 6,823,119 $ 5,443,640 Accounts receivable and unbilled revenue less allowance for estimated uncollectible accounts of $1,463 in 1999 and 1998 1,695,780 1,538,360 Accrued interest receivable 201,895 158,023 Prepaids and deposits 35,288 256,143 Inventory 48,143 40,484 Due from other funds 305,329 320,000 Total current assets 9,109,554 7,756,650 Restricted assets: Revenue bond debt service: Cash with paying agent 11,122 12,730 Revenue bond emergency: Short-term investments 500,000 500,000 Property sale proceeds account: Investments with paying agent 480,000 459,852 Capital projects account: Cash and cash equivalents 538,112 466,820 Short-term investments 794,072 826,495 Customer deposits: Cash and cash equivalents 1,099,575 Interest receivable on investments 10,554 19,303 Total restricted assets 2,333,860 3,384,775 Bonds issuance cost 85,373 85,373 Less accumulated amortization 62,089 54,328 Net bond issuance cost 23,284 31,045 Utility plant and equipment in service, at cost: Land and building 1,528,966 1,528,966 Equipment 2,194,922 1,532,671 Improvements 184,601 184,601 Waterworks and sanitary sewer system 29,813,730 29,813,730 33,722,219 33,059,968 Less accumulated depreciation 16,235,730 15,219,090 Net utility plant and equipment in service 17,486,489 17,840,878 TOTAL ASSETS $ 28,953,187 $ 29,013,348 51 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE BALANCE SHEETS SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1998 LIABILITIES AND FUND EQUITY Current liabilities: rayaVc 5uw current assets: Accounts payable Accrued salaries and wages Total current liabilities (2 of 2) 1999 1998 $ 451,049 $ 362,822 109,779 107,553 560,828 470,375 Current obligations payable from restricted assets: Customer and escrow deposits 1,144,302 1,099,575 Current portion of bonds payable 415,000 385,000 Accrued interest 31,137 35,452 Bonds payable 1,355,000 1,770,000 Deferred revenue 57,073 64,873 Total liabilities 3,563,340 3,825,275 Fund equity: Contributed capital: From subdividers 15,705,558 15,705,558 From Environmental Protection Agency 239,617 239,617 From Trinity River Authority 15,000 15,000 15,960,175 15,960,175 Accumulated depreciation on assets acquired with contributed capital 7,608,897 7,187,566 Net contributed capital 8,351,278 8,772,609 Retained earnings: Reserved for: Computer 225,000 Debt service and construction 49,472 447,034 Recycling 31,311 31,311 Emergency 500,000 500,000 Outstanding work 39,405 39,405 Total reserved 620,188 1,242,750 Unreserved 16,418,381 15,172,714 Total retained earnings 17,038,569 16,415,464 Total fund equity 25,389,847 25,188,073 TOTAL LIABILITIES AND FUND EQUITY $ 28,953,187 $ 29,013,348 52 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE STATEMENTS OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 1999 1998 Operating revenues: Water service $ 7,034,082 $ 7,125,669 Sewer service 3,568,056 3,544,244 Service fees and miscellaneous 840,766 619,110 Total operating revenues 11,442,904 11,289,023 Operating expenses: General and administrative 640,413 576,475 Water production 3,214,048 3,340,590 Water distribution 446,715 459,664 Utility engineering 272,438 173,753 Sewage collection and treatment 1,763,864 1,754,800 Nondepartmental 2,123,422 2,473,991 Geographic information 167,287 188,798 Service center 660,435 652,720 Depreciation 1,016,640 990,009 Amortization 7,761 7,762 Total operating expenses 10,313,023 10,618,562 Operating income 1,129,881 670,461 Nonoperating revenues (expenses) Investment income Interest on bonds Total nonoperating revenues (expenses), net Income before operating transfers Operating transfers in Operating transfers out Net income 466,107 541,779 (107,325) (132,355) 358,782 409,424 1,488,663 1,079,885 17,528 (1,286,889) (465,000) 201,774 632,413 Add depreciation on fixed assets acquired with contributed capital 421,331 421,331 Increase in retained earnings 623,105 1,053,744 Retained earnings, beginning of year 16,415,464 15,361,720 Retained earnings, end of year $ 17,038,569 $ 16,415,464 53 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE SCHEDULE OF OPERATING EXPENSES YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 (1 of 2) 1999 1998 General and administrative: Salaries and benefits $ 308,715 $ 291,463 Postage and supplies 51,426 48,160 Maintenance of office machinery 6,627 6,412 Bad debts 18,653 22,046 Other 254,992 208,394 640,413 576,475 Water production: Salaries and benefits 339,319 300,140 Operating supplies and expense 110,876 60,058 Maintenance of structures and equipment 11,895 4,610 Contracts - Trinity River Authority (94,949) (111,232) Water - Trinity River Authority 2,846,907 3,087,014 3,214,048 3,340,590 Water distribution: Salaries and benefits 351,893 333,709 Operating supplies and expenses 30,100 31,316 Maintenance of structures and equipment 48,530 54,662 Sewer - Trinity River Authority 16,192 39,977 446,715 459,664 Engineering: Salaries and benefits 207,339 129,124 Operating supplies and expenses 65,099 44,629 272,438 173,753 Sewage collection and treatment: Salaries and benefits 222,176 221,736 Operating supplies and expenses 91,027 66,359 Maintenance of structures and equipment 1,844 2,799 Treatment fees - Trinity River Authority 1,448,817 1,463,906 1,763,864 1,754,800 Nondepartmental: Salaries and benefits 558,428 482,903 Operating supplies and expenses 934,787 1,394,057 Contractual services 18,000 18,750 Franchise fees 612,207 578,281 2,123,422 2,473,991 54 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE SCHEDULE OF OPERATING EXPENSES YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 (2 of 2) 1999 1998 Geographic information: Salaries and benefits $ 113,708 $ 142,620 Operating supplies and expenses 10,692 8,607 Maintenance of machinery and equipment 42,887 36,881 Contractual services 690 167,287 188,798 Service center: Salaries and benefits 256,595 246,804 Motor fuel and supplies 306,354 286,498 Maintenance of structures and equipment 87,372 92,277 Other 10,114 27,141 660,435 652,720 Depreciation and amortization 1,024,401 997,771 Total operating expenses $ 10,313,023 $ 10,618,562 55 CITY OF EULESS, TEXAS WATER AND SEWER FUND COMPARATIVE STATEMENTS OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 1999 1998 OPERATING ACTIVITIES Operating income $ 1,129,881 670,461 Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation and amortization 1,024,401 997,771 (Increase) decrease due to net changes in: Accounts receivable and unbilled revenue (157,420) (75,937) Due from other funds 14,671 87,299 Prepaids and deposits 220,855 (169,876) Inventory (7,659) (17,410) Increase (decrease) due to net changes in: Accounts payable 88,227 244,096 Accrued salaries and wages 2,226 15,073 Customer and escrow deposits 44,727 42,140 Due to other funds - Deferred revenue (7,800) (7,800) Total adjustments 1,222,228 1,115,356 Net cash provided by operating activities 2,352,109 1,785,817 NONCAPITAL FINANCING ACTIVITIES Interest paid on bonds (107,325) (132,355) Reduction in bonds payable (385,000) (395,000) Operating transfers in - 17,528 Operating transfers out (1,286,889) (465,000) Net cash used in noncapital financing activities (1,779,214) (974,827) CAPITAL AND RELATED FINANCING ACTIVITIES Contributions in aid to construction 179,728 Purchase of utility plant and equipment in service (662,251) (898,457) Net cash used in capital and related financing activities (662,251) (718,729) INVESTING ACTIVITIES Purchase of investment securities (20,148) 709,337 Proceeds from sale of investment securities 32,423 - Interest received on investments 426,669 483,052 Net cash provided by investing activities 438,944 1,192,389 Net increase in cash and cash equivalents Cash and cash equivalents, beginning of year Cash and cash equivalents, end of year 349,588 1,284,650 7,022,765 5,738,115 $ 7,372,353 $ 7,022,765 56 CITY OF EULESS, TEXAS WATER AND SEWER FUND AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 1999 Capital Operating Projects Account Account ASSETS Current assets: Deposits and investments $ 4,572,606 Accounts receivable and unbilled revenue Tess allowance for estimated uncollectible accounts of $1,463 1,695,780 Accrued interest receivable 167,788 Prepaids and deposits 34,943 Inventory Due from other funds 305,329 Total current assets 6,776,446 1,071 1,071 Restricted assets: Revenue bond debt service: Cash with paying agent Revenue bond emergency: Short-term investments 500,000 Property sale proceeds account: Investments with paying agent Capital projects account: Cash and cash equivalents 538,112 Short-term investments 794,072 Interest receivable on investments 6,067 Total restricted assets 500,000 1,338,251 Bonds issuance cost 85,373 Less accumulated amortization 62,089 Net bond issuance cost 23,284 Utility plant and equipment in service, at cost: Land and building 1,528,966 Equipment 1,534,850 332,758 Improvements 184,601 - Waterworks and sanitary sewer system 29,813,730 33,062,147 332,758 Less accumulated depreciation 16,235,730 Net utility plant and equipment in service 16,826,417 332,758 TOTAL ASSETS $ 24,126,147 $ 1,672,080 57 (1 of 2) Bond Service Impact Debt Total Reserve Center Fees Service September 30, Account Account Account Account Eliminations 1999 $ $ 55,489 $ 2,134,920 $ 60,104 $ $ 6,823,119 1,695,780 34,107 - 201,895 345 - 35,288 48,143 - 48,143 (1,071) 305,329 103,971 2,169,027 60,104 (1,071) 9,109,554 11,122 - 11,122 500,000 480,000 480,000 538,112 794,072 4,487 - 10,554 495,609 - 2,333,860 85,373 62,089 23,284 1,528,966 79,228 248,086 2,194,922 184,601 29,813,730 79,228 248,086 - 33,722,219 16,235,730 79,228 248,086 17,486,489 $ 495,609 $ 183,205 $ 2,417,113 $ 60,104 $ (1,071) $ 28,953,187 58 CITY OF EULESS, TEXAS WATER AND SEWER FUND AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 1999 Capital Operating Projects Account Account LIABILITIES AND FUND EQUITY Current liabilities: Payable from current assets: Accounts payable $ 382,956 $ 8,454 Accrued salaries and wages 92,116 Total current liabilities 475,072 8,454 Current obligations payable from restricted assets: Customer and escrow deposits Current portion of bonds payable Accrued interest Bonds payable Due to other funds Deferred revenue Total liabilities 1,144,302 415,000 1,355,000 1,071 57,073 3,447,518 Fund equity: Contributed capital: From subdividers 13,789,751 From Environmental Protection Agency 239,617 From Trinity River Authority 15,000 14,044,368 Accumulated depreciation on assets acquired with contributed capital 7,608,897 Net contributed capital 6,435,471 8,454 Retained earnings: Reserved for: Debt service and construction Recycling 31,311 Emergency 500,000 Outstanding work Total reserved 531,311 Unreserved 13,711,847 1,663,626 Total retained earnings 14,243,158 1,663,626 Total fund equity 20,678,629 1,663,626 TOTAL LIABILITIES AND FUND EQUITY $ 24,126,147 $ 1,672,080 59 $ (2 of 2) Bond Service Impact Debt Total Reserve Center Fees Service September 30, Account Account Account Account Eliminations 1999 26,014 $ 33,625 $ 17,663 43,677 33,625 $ $ 451,049 109,779 560,828 1,144,302 415,000 31,137 - 31,137 1,355,000 (1,071) 57,073 31,137 43,677 33,625 (1,071) 3,563,340 1,915,807 15,705,558 239,617 15,000 1,915,807 15,960,175 7,608,897 1,915,807 8,351,278 49,472 49,472 31,311 500,000 39,405 39,405 49,472 39,405 - - 620,188 415,000 100,123 2,383,488 60,104 1,915,80 16,418,381 464,472 139,528 2,383,488 60,104 (1,915,807)717,038,569 464,472 139,528 2,383,488 60,104 25,389,847 $ 495,609 $ 183,205 $ 2,417,113 $ 60,104 $ (1,071) $ 28,953,187 60 CITY OF EULESS, TEXAS WATER AND SEWER FUND AGGREGATING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS ACCOUNTS YEAR ENDED SEPTEMBER 30,1999 Capital Operating Projects Account Account Operating revenues: Water service $ 7,034,082 $ Sewer service 3,568,056 Service fees and miscellaneous 648,103 Total operating revenues 11,250,241 Operating expenses: General and administrative 433,611 86,047 Water production 3,214,048 Water distribution 446,715 Utility engineering 272,438 Sewage collection and treatment 1,763,864 Nondepartmental 2,123,422 Geographic information 167,287 Service center Depreciation 1,016,640 Amortization 7,761 Total operating expenses 9,445,786 86,047 Operating income (loss) 1,804,455 (86,047) Nonoperating revenues (expenses) Investment income 309,667 46,879 Interest on bonds Total nonoperating revenues (expenses), net 309,667 46,879 Income (loss) before operating transfers 2,114,122 (39,168) Operating transfers from other funds or other water and sewer accounts 385,000 400,000 Operating transfers to other funds or other water and sewer accounts (2,846,946) Net income (347,824) 360,832 Add depreciation on fixed asset acquired with contributed capital 421,331 Increase in retained earnings 73,507 360,832 Retained earnings, beginning of year 14,169,651 1,302,794 Retained earnings, end of year $ 14,243,158 $ 1,663,626 61 Bond Service Impact Debt Year Ended Reserve Center Fees Service September 30, Account Account Account Account Eliminations 1999 $ $ $ - $ $ - $ 7,034,082 - - 3,568,056 192,663 840,766 - 192,663 - 11,442,904 118,600 2,155 640,413 3,214,048 - 446,715 - 272,438 - - 1,763,864 2,123,422 167,287 660,435 - 660,435 1,016,640 7,761 660,435 118,600 2,155 10,313,023- (660,435) 74,063 (2,155) 1,129,881 17,438 - 92,123 466,107 (107,325) (107,325) 17,438 92,123 (107,325) 358,782 17,438 (660,435) 166,186 (109,480) 1,488,663 667,327 498,641 (1,950,968) (5,911) (385,000) 1,950,968 (1,286,889) 17,438 981 166,186 4,161 201,774 421,331 17,438 981 166,186 4,161 623,105 447,034 138,547 2,217,302 55,943 (1,915,807) 16,415,464 $ 464,472 $ 139,528 $ 2,383,488 $ 60,104 $ (1,915,807) $ 17,038,569 62 CITY OF EULESS, TEXAS DRAINAGE UTILITY FUNDS AGGREGATING SCHEDULE OF BALANCE SHEET ACCOUNTS SEPTEMBER 30, 1999 Total Operating Construction September 30, Account in Progress 1999 ASSETS Current assets: Deposits and investments $ 502,046 $ 399,141 $ 901,187 Accounts and unbilled revenue less allowance for uncollectibles of $6,369 for drainage utility 44,050 44,050 Accrued interest receivable 4,368 4,368 Total current assets 550,464 399,141 949,605 Bond issuance cost 107,473 107,473 Less accumulated amortization 47,767 47,767 Net bond issuance cost 59,706 59,706 Utility plant and equipment in service, at cost: Land 89,000 89,000 Equipment 6,510 6,510 Improvements 2,706,729 2,706,729 2,802,239 2,802,239- Less accumulated depreciation 293,940 293,940 Net utility plant and equipment in service 2,508,299 2,508,299 TOTAL ASSETS $ 3,118,469 $ 399,141 $ 3,517,610 LIABILITIES AND FUND EQUITY Current liabilities: �1l VVVI(.o payable $ 35 $ $ 35 Accrued salaries and wages 17,223 - 17,223 Customer and escrow deposits 7,500 7,500 Total current liabilities 17,258 7,500 24,758 Current portion of bonds payable 110,000 110,000 Accrued interest 25,875 25,875 Bonds payable 1,655,000 1,655,000 Total liabilities 1,808,133 7,500 1,815,633 Retained earnings: Unreserved 1,310,336 391,641 1,701,977 Total fund equity 1,310,336 391,641 1,701,977- TOTAL LIABILITIES AND FUND EQUITY $ 3,118,469 $ 399,141 $ 3,517,610 63 CITY OF EULESS, TEXAS DRAINAGE UTILITY FUNDS AGGREGATING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS ACCOUNTS YEAR ENDED SEPTEMBER 30, 1999 Operating revenues: Drainage fees Total operating revenues Operating expenses: Drainage Depreciation Amortization Total operating expenses Operating income (loss) Nonoperating revenues (expenses): Investment income Interest on bonds Total nonoperating revenues (expenses), net Income (loss) before operating transfers Operating transfers in Operating transfers out Increase (decrease) in retained earnings Retained earnings, beginning of year Retained earnings, end of year Operating Account $ 587,710 587,710 156,301 81,774 5,971 244,046 343,664 23,109 (118,433) (95,324) 248,340 89,000 (156,102) 181,238 1,129, 098 $ 1,310,336 Construction in Progress 39,096 39,096 (39,096) 10,767 10,767 (28, 329) 125,000 (89, 000) 7,671 383,970 $ 391,641 $ Elimi- nations (214, 000) 214,000 Year Ended September 30, 1999 $ 587,710 587,710 195,397 81,774 5,971 283,142 304,568 33,876 (118,433) (84,557) 220,011 (31,102) 188,909 1,513,068 $ 1,701,977 64 This page intentionally left blank. Soaring to new heights! 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 govemment units, on a cost reimbursement basis. Equipment Replacement Fund - to account for the accumulation of funds planned to be used in replacing existing equipment. Funding is provided annually by the user departments. Insurance Fund - to account for the revenue and expenses resulting from providing health insurance to the City's employees. Risk Management Fund - to account for the revenue and expenses applicable to the self-insurance program for worker's compensation and for general liability and property claims. Cash and Debt Management Fund - to account for the revenues and expenses incurred in providing cash and debt management services to all funds. Funding is provided by a predetermined amount of earned investment income, not to exceed total fund expenses. CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 Risk Cash and Equipment Manage- Debt Replacement Insurance ment Management Total Fund Fund Fund Fund 1999 1998 OPERATING ACTIVITIES Operating income (loss) $ 89,439 $ (97,101) $ (245,692) $ - $ (253,354) $ (481,205) Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities: Depreciation expense 311,875 311,875 286,120 (Increase) decrease due to changes in: Receivables (13,304) (95) (74) (13,473) (19,433) Due from other govemments 20,561 Increase (decrease) due to net changes in: Accounts payable 1,441 (52,958) 276 - (51,241) (7,149) Accrued salaries and wages - 592 237 674 1,503 22,122 Accrued insurance claims 36,925 (4,272) 32,653 25,000 Total adjustments 313,316 (28,745) (3,854) 600 281,317 327,221 Net cash provided by (used in) operating activities 402,755 (125,846) (249,546) 600 27,963 (153,984) NONCAPITAL FINANCING ACTIVITIES Operating transfers in 300,000 320,000 620,000 680,000 Operating transfers out (38,405) (69,354) (107,759) (148,056) Net cash provided by noncapital financing activities 261,595 250,646 512,241 531,944 CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of equipment (458,930) - (458,930) (343,931) Sale of equipment 30,950 30,950 Net cash used in capital and related financing activities (427,980) (427,980) (343,931) INVESTING ACTIVITIES Interest received on investments 26,337 9,460 22,719 58,516 49,268 Net increase in cash and cash equivalents 1,112 145,209 23,819 600 170,740 83,297 Cash and cash equivalents, beginning of year 524,855 170,765 677,146 636 1,373,402 1,290,105 Cash and cash equivalents, end of year $ 525,967 $ 315,974 $ 700,965 $ 1,236 $ 1,544,142 $ 1,373,402 67 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 govemment units, on a cost reimbursement basis. Equipment Replacement Fund - to account for the accumulation of funds planned to be used in replacing existing equipment. Funding is provided annually by the user departments. Insurance Fund - to account for the revenue and expenses resulting from providing health insurance to the City's employees. Risk Management Fund - to account for the revenue and expenses applicable to the self-insurance program for worker's compensation and for general liability and property claims. Cash and Debt Management Fund - to account for the revenues and expenses incurred in providing cash and debt management services to all funds. Funding is provided by a predetermined amount of earned investment income, not to exceed total fund expenses. CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING BALANCE SHEET SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1998 ASSETS Deposits and investments Accounts receivable Accrued interest receivable Total current assets Utility plant and equipment, at cost Equipment Improvements Accumulated depreciation Net utility plant and equipment in service TOTAL ASSETS LIABILITIES AND RETAINED EARNINGS Accounts payable Accrued salary and wages Accrued insurance claims Total current liabilities Retained eamings: Reserved: Insurance Workers' compensation Risk management Total reserved Unreserved Total retained eamings TOTAL LIABILITIES AND RETAINED EARNINGS Equipment Replacement Fund $ 525,967 1,167 527,134 2,502,247 40,390 2,542,637 1,299,836 1,242,801 Insurance Fund $ 315,974 26,948 342,922 Risk Manage- ment Fund $ 700,965 95 10,491 711,551 $ 1,769,935 $ 342,922 $ 711,551 $ 1,441 $ 9,829 21,648 $ 10,033 667 106,925 20,728 1,441 138,402 31,428 1,768,494 1,768,494 41,000 200,000 200,000 41,000 400,000 163,520 280,123 204,520 680,123 $ 1,769,935 $ 342,922 $ 711,551 Cash and Debt Manage- Total ment Fund 1999 1998 $ 1,236 74 1,310 $ 1,544,142 27,117 11,658 1,582,917 2,502,247 40,390 2,542,637 1,299,836 - 1,242,801 $ 1,373,402 13,644 16,155 1,403,201 2,189,496 40,390 2,229,886 1,IL ,L/c 1,107,614 $ 1,310 $ 2,825,718 $ 2,510,815 $ 1,310 $ 21,303 23,625 127,653 1,310 172,581 41,000 200,000 200,000 441,000 2,212,137 2,653,137 $ 72,544 22,122 95,000 189,666 30,566 200,000 200,000 430,566 1,t390,583 2,321,149 $ 1,310 $ 2,825,718 $ 2,510,815 65 CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR THE YEAR ENDED SEPTEMBER 30, 1998 Operating revenues: Insurance premiums Service fees and miscellaneous Equipment Replacement Fund 474,780 Total operating revenues 474,780 Operating expenses: General and administrative Insurance costs Depreciation Total operating expenses Operating income (loss) Non -operating revenues: Investment income Gain on sale of 73,466 311,875 385,341 89,439 Insurance Fund Risk Cash and Manage- Debt ment Manage - Fund ment Fund 1999 $ 1,502,825 $ 291,439 $ $ 1,794,264 59,260 534,040 1,502,825 291,439 59,260 2,328,304 121,832 293,363 1,478,094 243,768 1,599,926 537,131 (97,101) (245,692) 19,396 9,460 25,163 fixed assets 19,082 Total nonoperating revenues 38,478 9,460 Income (loss) before operating transfers 127,917 (87,641) Operating transfers in Operating transfers out Net income Retained Earnings, beginning of Year 300,000 (38,405) 121,917 173,954 1,640,577 30,566 25,163 (220,529) 320,000 (69,354) 30,117 650,006 Retained Earnings, end of Year $ 1,768,494 $ 204,520 $ 680,123 $ 59,260 59,260 Total 547,921 1,721,862 311,875 2,581,658 (253,354) 1998 $ 1,805,994 475,872 2,281,866 562,070 1,914,881 286,120 2,763,071 (481,205) 54,019 57,376 19,082 73,101 (180,253) 620,000 (107,759) 331,988 2,321,149 $ 2,653,137 57,376 (423, 829) 680,000 (148,056) 108,115 2,213,034 $ 2,321,149 66 CITY OF EULESS, TEXAS INTERNAL SERVICE FUNDS COMBINING STATEMENT OF CASH FLOWS YEAR ENDED SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR YEAR ENDED SEPTEMBER 30, 1998 Risk Cash and Equipment Manage- Debt Replacement Insurance ment Management Total Fund Fund Fund Fund 1999 1998 OPERATING ACTIVITIES Operating income (loss) $ 89,439 $ (97,101) $ (245,692) $ $ (253,354) $ (481,205) Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities: Depreciation expense 311,875 311,875 286,120 (Increase) decrease due to changes in: Receivables (13,304) (95) (74) (13,473) (19,433) Due from other govemments - - 20,561 Increase (decrease) due to net changes in: Accounts payable 1,441 (52,958) 276 - (51,241) (7,149) Accrued salaries and wages - 592 237 674 1,503 22,122 Accrued insurance claims 36,925 (4,272) - 32,653 25,000 Total adjustments 313,316 i28,7451 (3,854) 600 281,317 327,221 Net cash provided by (used in) operating activities 402,755 (125,846) (249,546) 600 27,963 (153,984) NONCAPITAL FINANCING ACTIVITIES Operating transfers in - 300,000 320,000 620,000 680,000 Operating transfers out (38,405) (69,354) (107,759) (148,056) Net cash provided by noncapital financing activities 261,595 250,646 512,241 531,944 CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of equipment (458,930) (458,930) (343,931) Sale of equipment 30,950 30,950 Net cash used in capital and related financing activities (427,980) (427,980) (343,931) INVESTING ACTIVITIES Interest received on investments 26,337 9,460 22,719 58,516 49,268 Net increase in cash and cash equivalents 1,112 145,209 23,819 600 170,740 83,297 Cash and cash equivalents, beginning of year 524,855 170,765 677,146 636 1,373,402 1,290,105 Cash and cash equivalents, end of year $ 525,967 $ 315,974 $ 700,965 $ 1,236 $ 1,544,142 $ 1,373,402 67 CITY OF EULESS, TEXAS DEA TASK FORCE FUND BALANCE SHEET SEPTEMBER 30, 1999 WITH COMPARATIVE TOTALS FOR SEPTEMBER 30, 1998 Total 1999 1998 Assets: Deposits and investments $ 25,491 $ 238,738 Total assets $ 25,491 $ 238,738 Liabilities and Fund Balance: Due to other govemments $ 25,491 $ 238,738 Total liabilities $ 25,491 $ 238,738 68 CITY OF EULESS, TEXAS AGENCY FUNDS STATEMENTS OF CHANGES IN ASSETS AND LIABILITIES YEAR ENDED SEPTEMBER 30, 1999 DEFERRED COMPENSATION: Assets: Investments at market Liabilities: Deferred compensation benefits payable DEA TASK FORCE FUND: Balance Balance September 30, September 30, 1998 Additions Deletions 1999 $ 3,573,905 $ $ 3,573,905 $ $ 3,573,905 $ $ 3,573,905 $ Assets: Deposits and investments $ 238,738 $ $ 213,247 $ 25,491 Liabilities: Due to other govemments $ 238,738 $ $ 213,247 $ 25,491 69 This page intentionally left blank. Soaring to new heights! 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, 1999 AND 1998 1999 1998 (Restated) General fixed assets: Land $ 3,826,944 $ 3,826,944 Buildings 8,795,947 8,795,947 Improvements other than buildings 4,162,919 4,162,919 Construction in progress 2,030,000 1,131,114 Machinery and equipment 7,726,637 7,054,415 Total general fixed assets $ 26, 542, 447 $ 24, 971, 339 Investment in general fixed assets by source: General fund $ 7,991,971 $ 7,384,291 Special revenue funds 6,148,028 6,091,879 Capital projects funds 12,402,448 11,495,169 Total investment in general fixed assets $ 26,542,447 $ 24,971,339 70 CITY OF EULESS, TEXAS SCHEDULE OF GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY SEPTEMBER 30, 1999 Function and Activity General govemment Public safety Culture and recreation Highways and streets Construction -in -progress Land $ 3,027,451 234,325 565,168 Total General Fixed Assets $ 3,826,944 Buildings $ 2,422,165 1,315,968 5,057,814 2,030,000 $ 10,825,947 Improvements Other than Buildings $ 2,443,314 36,758 1,682,847 Machinery and Equipment $ 3,309,764 3,399,733 682,790 334,350 $ 4,162,919 $ 7,726,637 Total $ 11,202,694 4,986,784 7,988,619 334,350 2,030,000 $ 26,542,447 71 CITY OF EULESS, TEXAS SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY YEAR ENDED SEPTEMBER 30, 1999 General Fixed Assets General Fixed September 30, Assets Function 1998 Additions September 30, and Activity (Restated) and Transfers Deletions 1999 General govemment $ 10,595,014 $ 607,680 $ $ 11,202,694 Public safety 4,944,501 42,283 4,986,784 Culture and recreation 7,974,753 13,866 - 7,988,619 Highways and streets 325,957 8,393 334,350 Construction -in -progress 1,131,114 898,886 2,030,000 $ 24,971,339 $ 1,571,108 $ $ 26,542,447 72 STATISTICAL SECTION (unaudited) CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION LAST TEN FISCAL YEARS (Unaudited) Table 1 General Fiscal Govem- Public Culture- Debt Year ment Safety Streets Recreation Service Other Total 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 1996 2,409,115 7,445,910 619,098 1,527,718 1,658,291 1,833,982 15,494,114 1997 2,591,776 8,187,576 639,906 1,781,630 2,145,300 2,495,872 17,842,060 1998 2,951,730 9,028,711 699,140 1,995,717 2,002,940 1,454,830 18,133,068 1999 3,112,014 9,455,787 815,687 2,060,029 2,319,044 1,896,288 19,658,849 Note: Includes General Fund and Debt Service Fund, 73 CITY OF EULESS, TEXAS GENERAL GOVERNMENTAL REVENUES BY SOURCE LAST TEN FISCAL YEARS (Unaudited) Table 2 Interest Licenses Inter- Charges Income Fiscal and govem- for Fines and Other Year Taxes Permits mental Service and Fees Revenues Total 1990 $ 8,529,240 $ 290,944 $ 19,078 $ 55,163 $ 1,158,986 $ 929,589 $ 10,983,000 1991 9,262,024 237,400 91,064 54,399 971,875 740,796 11,357,558 1992 9,550,034 210,525 46,405 64,601 1,291,629 448,765 11,611,959 1993 10,274,743 312,660 54,797 59,042 1,353,196 413,151 12,467,589 1994 10,847,785 364,617 227,464 81,311 1,592,194 420,641 13,534,012 1995 11,362,414 420,624 50,912 88,036 1,941,505 916,167 14,779,658 1996 12,049,604 459,553 84,447 102,669 2,233,554 1,087,365 16,017,192 1997 12,733,372 530,525 192,742 89,102 2,337,343 1,268,495 17,151,579 1998 13,187,156 396,811 258,663 93,175 2,671,187 1,262,289 17,869,281 1999 13,800,144 448,751 557,246 101,705 3,349,742 580,572 18,838,160 Note: Includes General Fund and Debt Service Fund. 74 CITY OF EULESS, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS (Unaudited) Table 3 Percent of Ratio of Percent of Current Delinquent Total Tax Outstanding Delinquent Fiscal Total Current Tax Taxes Tax Total Tax Collections Delinquent Taxes to Year Tax Levy Collections Collected Collections Collections to Tax Levy Taxes Tax Levy 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% 1996 6,517,809 6,404,089 98.26% 72,683 6,476,772 99.37% 354,752 5.44% 1997 6,150,523 6,073,887 98.75% 66,886 6,140,773 99.84% 392,589 6.38% 1998 6,235,640 6,123,906 98.21% 86,667 6,210,573 99.60% 392,589 6.30% 1999 6,698,985 6,618,464 98.80% 132,556 6,751,020 100.78% 393,989 5.88% Source: Tarrant County Tax Assessor/Collector 75 CITY OF EULESS, TEXAS ASSESSED AND ESTIMATEDACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS (Unaudited) Table 4 Ratio of Total Assessed Real Property Personal Property Total to Estimated Estimated Fiscal Assessed A.ttal Assessed Actual Assessed Actual Actual Year Value Value Value Value Value Value Value 1990 $ 967,682,949 $ 967,682,949 $ 117,494,828 $ 117,494,828 $ 1,085,177,777 $ 1,085,177,777 100% 1991 1,050,436,076 1,050,436,076 108,768,428 108,768,428 1,159,204,504 1,159,204,504 100% 1992 872,811,737 872,811,737 127,990,604 127,990,604 1,000,802,341 1,000,802,341 100% 1993 835,211,175 835,211,175 137,913,007 137,913,007 973,124,182 973,124,182 100% 1994 818,330,766 818,330,766 147,978,520 147,978,520 966,309,286 966,309,286 100% 1995 908,760,987 908,760,987 166,784,893 166,784,893 1,075,545,880 1,075,545,880 100% 1996 955,692,304 955,692,304 172,885,117 172,885,117 1,128,577,421 1,128,577,421 100% 1997 1,009,997,060 1,009,997,060 185,673,796 185,673,796 1,195,670,856 1,195,670,856 100% 1998 1,093,894,921 1,093,894,921 182,729,883 182,729,883 1,276,624,804 1,276,624,804 100% 1999 1,198,361,587 1,198,361,587 197,169,731 197,169,731 1,395,531,318 1,395,531,318 100% Source: Tarrant Appraisal District 76 CITY OF EULESS, TEXAS PROPERTY TAX RATES ALL DIRECT AND OVERLAPPING GOVERNMENTS PER S100 OF ASSESSED VALUE LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 City (1) 0.4875000% 0.5408500% 0.5685000% 0.5985637% 0.6186170% 0.6160000% 0.6060000% 0.5449800% 0.5247540% 0.5147540% School (2) Countyj3) 1.0600% 0.182000% 1.1300% 0.196000% 1.3200% 0.236800% 1.5050% 0.277100% 1.5150% 0.271880% 1.5350% 0.271870% 1.5345% 0.266603% 1.6063% 0.264000% 1.6063% 0.264836% 1.6063% 0.264836% Hospital (3) 0.153000% 0.177500% 0.205800% 0.229100% 0.242100% 0.244640% 0.239840% 0.234070% 0.234070% 0.234070% Notes: A. General property taxes for cities are limited by the Texas Constitution to $2.50 per $100 of assessed valuation. Table 5 Junior College (3) Total 0.033000% 1.9155000% 0.034700% 2.0790500% 0.038400% 2.3695000% 0.043292% 2.6530557% 0.046710% 2.6943070% 0.056510% 2.7240200% 0.055460% 2.7023630% 0.057690% 2.7069970% 0.106400% 2.7363170% 0.106400% 2.7263600% B. City general property taxes are due each year on October 1 and become delinquent on February 1 each year. Penalties and interest are assessed on late payments. There are no discounts. C. The City's taxes are collected by Tarrant County and are distributed to the City as collected. Sources: (1) City records (2) Hurst -Euless -Bedford Independent School District (3) Tarrant County 77 CITY OF EULESS, TEXAS RATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA LAST TEN FISCAL YEARS (Unaudited) Table 6 Net Bonded Net Estimated Net Debt to Bonded Fiscal Population Assessed General Assessed Debt Per Year (1) Value (2) Debt (3) Value Capita 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 38,778 973,124,182 11, 321,467 1.16% 292 1994 39,650 966,309,286 10,277,666 1.06% 259 1995 39,750 1,075,545,880 9,117,594 0.85% 229 1996 40,850 1,128,577,421 13,366,586 1.18% 327 1997 41,300 1,195,670,856 12,026,586 1.01% 291 1998 42,900 1,276,624,804 16,081,586 1.26% 375 1999 44,700 1,395,531,318 14,651,586 1.05% 328 (1) Estimates by North Central Texas Council of Govemments as of January 1, 1999. (2) Tarrant Appraisal District (3) Includes General Obligation Bonds and Certificates of Obligation. 78 CITY OF EULESS, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT SEPTEMBER 30, 1999 (Unaudited) Table 7 Percentage Amount Applicable Applicable Net Debt to City to City Jurisdiction Outstanding of Euless of Euless City of Euless $14,651,586 100.00% $14,651,586 Grapevine-Colleyville Independent School District 264,258,644 2.12% 5,602,283 Hurst -Euless -Bedford Independent School District 255,078,462 26.79% 68,335,520 Tarrant County 141,075,000 2.72% 3,837,240 Tarrant County Hospital County 31,188,000 2.72% 848,314 Tarrant County Junior College District 90,540,749 2.72% 2,462,708 Total direct and overlapping debt $95,737,651 Ratio of direct and overlapping bonded debt to taxable assessed valuation 6.86% Per capita direct and overlapping bonded debt $2,142 79 CITY OF EULESS, TEXAS RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR NET GENERAL BONDED DEBT TO TOTAL GENERAL EXPENDITURES LAST TEN FISCAL YEARS (Unaudited) Table 8 Ratio of Debt Service Interest to and Total Total General Fiscal Fiscal Debt General Expendi- Year Principal Charges Service Expenditures tures 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% 1996 1,245,000 413,291 1,658,291 15,494,114 10.70% 1997 1,340,000 805,300 2,145,300 17,842,060 12.02% 1998 1,445,000 557,940 2,002,940 17,554,787 11.41% 1999 1,430,000 890,944 2,320,944 19, 658, 849 11.81% 80 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE WATER AND SEWER BONDS LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 Gross Revenue (1) $ 8,022,688 7,796,635 8,342,993 9,615,195 9,278,791 9,348,238 10, 579, 366 10,605,353 11, 830, 802 11,909,011 Direct Operating Expenses _2_2_, 3_ $ 6,759,516 6,314,851 7,127, 092 7,391,235 7,359,988 7,588,129 8,177,311 8,014,504 9,780,792 9,288,622 Table 9 Net Revenue Interest Available and for Debt Fiscal Services Principal Charges Total $ 1,263,172 $ 320,000 $ 327,288 $ 647,288 1.95 1,481,784 290,000 312,925 602,925 2,46 1,215,901 335,000 199,341 5 34, 341 2.28 2,223,960 305,000 185,808 490,808 4.53 1,918,803 325,000 199,875 524,875 3.66 1,760,109 335,000 183,430 518,430 3,40 2,402,055 365,000 170,205 535,205 4.49 2,590,849 370,000 151,480 521,480 4.97 2,050,010 395,000 128,040 523,040 3.92 2,620,389 385,000 107,325 492,325 5.32 Notes: 1. Operating revenues and investment interest of Water and Sewer Fund. 2. Total operating expenses of Water and Sewer Fund exclusive of depreciation and amortization. 3. Excludes amortization and depreciation and includes theoretical debt service payments made to Trinity River Authority treated as operating expense for bond coverage purposes through 1989; subsequent to fiscal year 1989, accounting for Trinity River Authority payments was changed and is consistent with the debt service treatment above. Coverage Ratio 81 CITY OF EULESS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE DRAINAGE UTILITY BONDS LAST SIX FISCAL YEARS (Unaudited) Table 10 Net Direct Revenue Interest Gross Operating Available and Fiscal Revenue Expenses for Debt Fiscal Coverage Year (1) (2) Services Principal Charges Total Ratio 1993 $ 371,241 $ 65,326 $ 305,915 $ 25,000 $ 142,552 $ 167,552 1.83 1994 367,912 98,796 269,116 25,000 129,360 154,360 1.74 1995 345,524 101,286 244,238 25,000 128,093 153,093 1.60 1996 563,004 52,876 510,128 25,000 126,791 151,791 3.36 1997 587,892 66,624 521,268 30,000 125,419 155,419 3.35 1998 611,585 87,641 523,944 100,000 124,082 224,082 2.34 1999 621,586 195,397 426,189 105,000 118,433 223,433 1.91 Note: The Drainage Utility Fund had no outstanding debt or debt service prior to 1992. (1) Includes operating revenue and interest eamed on investments. (2) Total operating expenses exclusive of depreciation and amortization. 82 CITY OF EULESS, TEXAS DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS (Unaudited) Table 11 Per Capita School Unemployment Fiscal Population Income Enrollment Rate Year (1) (2) (3) (4) 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% 1996 40,850 22,223 19,205 3.3% 1997 41,300 22,690 19,400 3.5% 1998 42,900 22,962 19,500 2.4% 1999 44,700 23,743 19,500 2.1% Notes: 1. Estimates by North Central Texas Council of Governments as adjusted for 1990 census data. 2. Estimates by City Economic Development and Southwest Statistical Data 3. Hurst -Euless -Bedford Independent School District 4. Texas Workforce Commission 83 CITY OF EULESS, TEXAS PRINCIPAL TAXPAYERS SEPTEMBER 30, 1999 (Unaudited) Table 12 Percentage 1999 of Total Type of Assessed Assessed Taxpayer Business Valuation Valuation Southwestern Bell Telephone Company Telephone Utility $ 36,997,300 2.65% Bear Creek Apartments, Inc. Apartments 29,885,744 2.14% Southwest Properties Apartments 23,413,148 1.68% Somerset Village Partners, LP Apartments 20,181,995 1.45% Aviaro Associates Ltd. Apartments 20,083,859 1.44% TU Electric Electric Utility 18,780,460 1.35% Western Rim Investors Land 18,872,896 1.35% 800 East Ash Lane, Inc. Apartments 12,140,000 0.87% The Bear Creek Apartments Apartments 13,324,884 0.95% Bear Creek Norstar USA Apartments 12,195,755 0.87% $ 205,876,041 14.75% 84 CITY OF EULESS, TEXAS PROPERTY VALUE AND CONSTRUCTION LAST TEN FISCAL YEARS (Unaudited) Table 13 Construction (1) Property Number Fiscal Value of Year (2) Permits Value 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 1996 1, 256, 556,148 391 22, 907, 680 1997 1, 279, 463, 828 351 92, 300, 851 1998 1, 440, 732, 524 293 1,586,997 1999 1, 571, 329, 201 244 28, 267, 792 Notes: 1. City Records 2. Tarrant Appraisal District 85 CITY OF EULESS, TEXAS COMPUTATION OF LEGAL DEBT MARGIN SEPTEMBER 30, 1999 (Unaudited) Article XI, Section 5 of the State of Texas Constitution states in part: Table 14 "... no tax for any purpose shall ever be lawful for any one year, which shall exceed two and one-half percent of the taxable property of such city." Additionally, the state Attomey General's Office normally limits general property taxes to $2.50 per $100 of assessed valuation for the payment of principal and interest on general obligation bonds. The City's total tax rate for fiscal 1999 was established at $.514754 per $100 of assessed valuation on 100% of appraised value. 86 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 1999 (Unaudited) Table 15 Date of incorporation February 24, 1953 Date of Adoption of Charter July 21, 1962 Form of government Home Rule - Council/Manager Mayor - elected at large Six Council Members Area 16.9 Square Miles Full time City employees budgeted 340 Fire protection: Number of stations Number of certified firefighters Police protection: Number of stations Number of certified officers 3 57 1 80 Parks and recreation: Number of swimming pools 3 Number of parks 14 Area of parks 605 acres Community buildings 3 Ampitheater 2 Conference center 1 Golf course 1 Athletic fields 24 Library materials: Books Other media 74,404 7,565 Education: Elementary Schools 7 Junior High Schools 2 High School 1 87 CITY OF EULESS, TEXAS MISCELLANEOUS STATISTICS SEPTEMBER 30, 1999 (Unaudited) Table 15 City Water and Sewer service: Water Service: Number of Customers 20,352 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 16,160,000 Average daily consumption 7,191,627 Water mains 157 miles Fire hydrants 1,160 Sewer Service: Average daily flow of wastewater 3,600,343 Number of customers 19,869 Sewer mains 133 miles Streets: Improved 157 miles State highways 17.2 miles 88 1 1 1 1 1 1 1 1 1 h u u 11 1 11 1 1 3