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1998 Annual Financial ReportCITY OF BANGER, TEXAS FINANCIAL STATEMENTS SEPTEMBER 30, 1998 Prepared By: William C. Spore &Company, P.C. Certified Public Accountants 817-5454725 F 1 , 8ECRETAny TABLE OF CONTENTS AUDITOR'S REPORT CITY OFFICIALS COMBINED BALANCE SHEET -ALL FUND TYPES AND ACCOUNT GROUPS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES - COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN RETAINED EARNINGS - PROPRIETARY FUND COMBINED STATEMENT OF CASH FLOWS - PROPRIETARY FUND NOTES TO FINANCIAL STATEMENTS PAGE # 1 2 3 COMBINING AND INDIVIDUAL FUND AND ACCOUNT GROUP STATEMENTS COMBINING STATEMENT OF REVENUES &EXPENDITURES - GENERAL FUND 17 COMBINING STATEMENT OF REVENUES &EXPENDITURES - GENERAL FUND - BUDGET AND ACTUAL 18 STATEMENT OF GENERAL FIXED ASSETS 19 SCHEDULE OF CHANGES TO GENERAL FIXED ASSETS 20 SCHEDULE OF PROPERTY, PLANT & EQUIPMENT - PROPRIETARY FUND 21 STATEMENT OF GENERAL LONG-TERM DEBT 22 SCHEDULE OF CHANGES IN GENERAL LONG-TERM DEBT 23 SCHEDULE OF GENERAL FUND DEBT SERVICE REQUIREMENTS 24 SCHEDULE OF CHANGES IN LONG-TERM DEBT - PROPRIETARY FUND 25 SCHEDULE OF PROPRIETARY FUND DEBT SERVICE REQUIREMENTS 26 SUPPLEMENTAL INFORMATION SCHEDULE OF RESTRICTED ASSETS 27 SCHEDULE OF RESERVED FUN-D EQUITIES 28 SCHEDULE OF INSURANCE COVERAGE 29 ENTERPRISE FUND # OF CUSTOMERS AND RATES 30 ANALYSIS OF PROPERTY TAXES 31 William C. Spore & Company, PC. Certified Public Accountants INWIMARMfiWaIR To the City Council City of Sanger, Texas We have audited the accompanying general-purpose financial statements of the City of Sanger, Texas, as of and for the year ended September 30, 1998, as listed in the table of contents. These general-purpose financial statements are the responsibility of the City of Sanger's management. Our responsibility is to express an opinion on these i 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 Governmeni Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides to 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 Sanger, Texas, as of September 30, 1998, and the results of its operations and the gash flows of its proprietary fund types for the year then ended in conformity with generally accepted accounting principles. In accordance with Goverf�mer�t A2�ditif�g Standards, we have also issued our report dated March 12, 1999 on our consideration of the City of Sanger's internal control over financial reporting and our tests of its compliance with certain provisions of laws, regulations, contracts and grants. Our audit was conducted 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 financial statements and schedules listed in the table of contents are presented for purposes of additional analysis and are not a required part of the general purpose financial statement of the City �f Sanger, Texas. Such information has been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, in our opinion is fairly presented in all material respects in relation to tihe general purpose financial statements taken'as a whole. William C. Spore &Company, P.C. March 12, 1999 1600 Airport Freeway, Suite 208 #Bedford, TX 76022 # 817/545-7725 ELECTED OFFICIALS MAYOR MAYOR PRO TEM COUNCILMEMBERS APPOINTED OFFICIALS CITY ADMINISTRATOR CITY SECRETARY MUNICIPAL COURT JUDGE CITY ATTORNEY CITY OF SANGER CITY OFFICIALS September 30,1998 Tommy Kincaid Jerry Jenkins Carroll McNiell Mike James Glen Ervin Alice Madden Jack Smith Rosalie Chavez Danny Spindle Louis Nichols SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 2 CITY OF SANGER COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS September 30, 1996 ASSETS GENERAL Cash $ 41,393 Receivables, Net of Allowances for Uncollectables: Property Taxes 68,214 Other Receivables 25,299 Services 0 Due from Other Funds 0 Inventory/Prepaid Expense 21345 Restricted Assets - Cash 124,082 Property, Plant and Equipment Net of Accumulated Depreciation 0 Construction in Process 0 Amount to be Provided for Retirement of General Long -Term Debt 0 TOTAL ASSETS $ 261,333 LIABILITIES Accounts Payable $ 34,843 Accrued Expenses 0 Due to Other Funds 71020 Customer Deposits 0 Deferred Revenues 68,214 Long -Term Debt: Combensated Absences 0 Revenue Bonds Payable 0 Certificate of Obligation Payable 0 Notes Payable 0 Capital Leases 0 TOTAL LIABILITIES 110,077 FUND EQUITY Contributed Capital 0 Investment in General Fixed Assets 0 Retained Earning - Reserved 0 Retained Earning - Unreserved 0 Fund Balance - Reserved 124,025 Fund Balance - Unreserved 27,231 TOTAL FUND EQUITY 151,256 TOTAL LIBILITIES AND FUND EQUITY ENTERPRISE $ 4791944 0 8,164 5291185 7,020 1001094 1,018,720 4,195,625 7431909 0 $ 71082,661 317,471 72,943 0 99,590 0 19,809 2,900,000 0 325,000 65,791 3,800,604 442,674 0 3131924 2,5251459 0 0 3,282057, $ 261,333 $ 7,082,661 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 3 0 ........................... .. . ......... . .. GENERAL GENERAL LONG - FIXED ASSETS TERM DEBT C� 57 memorandum only) 1998 1997 $ 521,337 $ 287,688 0 0 68,214 60,607 0 0 33,463 27,805 0 0 529,185 383,766 0 0 7,020 124,825 0 0 102,439 1291551 0 0 11142,802 11616,909 2,536,808 0 0 0 0 1,834,320 $ 215361808 $ 11834,320 6,732,433 7431909 1,834,320 $ 11,715,122 0 0 72,943 7,020 0 0 99,590 0 0 68,214 0 351000 54,809 0 0 21900,000 0 1,625,000 1,625,000 0 0 3251000 0 174,320 240,111 0 11834,320 51745,001 0 0 442,674 2,536,808 0 2,536,808 0 0 313,924 0 0 21525,459 0 0 124,025 0 0 27,231 21536,808 0 51970,121 6,136,778 201,602 1,922,337 $ 101891,868 404,328 79,618 0 81,881 60,607 51,065 3,025,000 1,725,000 0 _ 172,727 516001226 442,674 2,378,632 377,718 1,9491511 1151007 28,100 5,291,642 $ 2,536,808 $ 1,834,320 $ 11,715,122 $ 10,891,868 It SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 3 I` CITY OF SANGER COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND For the Year Ended September 30, 1998 REVENUES Property Taxes $ Nonproperty Taxes Penalties and Interest on Deliquent Taxes License and Permits Fees and Services Grants and Intergovernmental Interest Income Miscellaneous Income Donations TOTAL REVENUES EXPENDITURES General Government Public Safety Highways and Streets Health and Welfare Culture and Recreation Capital Outlay Debt Service: Principal Interest TOTAL EXPENDITURES EXCESS REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Proceeds of Capital Leases/Notes Payable Transfers In TOTAL OTHER FINANCING SOURCES (USES) EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES FUND BALANCE -BEGINNING FUND BALANCE -ENDING 1998 425,761 3441181 8,402 101,147 279,192 77,325 4,651 18,489 2,022 1,261,170 438,325 4241147 107,937 25,362 2351077 1581176 146,070 119,747 1,654,841 (393,671) 53,053 348,767 401,820 8,149 'rC�il�l $ 151,256 1997 $ 406,208 296,516 8,125 31,864 293,938 349,695 11,134 43,037 23,240 1,463,757 462,911 399,425 2421165 3331688 1171918 55,366 128,867 127,170 11867,510 (403,753) 0 3251370 325,370 (78,383) 221,490 $ 1431107 SEE ACCOUNTANT'S REPORT AND NOTES ATTACHED Page - 4 CITY OF SANGER COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -GENERAL FUND For the Year Ended September 30, 1998 REVENUES I BUDGE I ACTUAL I VARIANCE Property Taxes $ 408,862 $ 425,761 $ 161899 Nonproperty Taxes 251,650 344,181 922531 Penalties and Interest on Deliquent Taxes 81000 8,402 402 License and Permits 291000 25,102 (31898) Fees and Services 2951300 3557237 591937 Grants and Intergovernmental 34,600 77,325 42,725 Interest Income 11500 41651 31151 Miscellaneous Income 50,000 187489 (31,511) Donations 0 21022 21022 TOTAL REVENUES 11078,912 11261,170 1821258 EXPENDITURES General Government 4261918 438,325 (11,407) Public Safety 416,783 424,147 (71364) Highways and Streets 108,000 PI07,937 63 Health and Welfare 251800 251362 438 Culture and Recreation 254,604 2351077 191527 Capital Outlay 1191950 158,176 (38,226) Debt Service: Principal 170,318 146,070 24,248 Interest 1181997 _ 119,747 (750) TOTAL EXPENDITURES 11641,370 11654,841 (13,471) EXCESS REVENUES OVER (UNDER) EXPENDITURES (562,458) (393,671) 168,787 OTHER FINANCING SOURCES (USES) Proceeds of Capital leases 36,750 53,053 16,303 Transfers In 538,037 348,767 (189,270) TOTAL OTHER FINANCING SOURCES (USES) 574,787 401,820 (172,967) EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES $ 12,329 8,149 $ (4,180) FUND BALANCE -BEGINNING 143,107 FUND BALANCE - ENDING $ 151,256 SEE P,CCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 5 CITY OF SANGER COMBINED STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS - PROPRIETARY FUND For the Year Ended September 30,1998 OPERATING REVENUES Charges and Fees OPERATING EXPENSES Personnel Services Purchase of Services Materials and Supplies Depreciation Franchise Fees TOTAL OPERATING EXPENSES OPERATING INCOME NONOPERATING REVENUES (EXPENSES) Interest Income Debt Service Interest, Fees & Discounts Transfers Out TOTAL NONOPERATING REVENUES (EXPENSES) f�]��P►_mi�il RETAINED EARNINGS -BEGINNING RETAINED EARNINGS -ENDING 1998 524,132 21019,451 79,802 3191900 83,694 1997 506,671 11699,137 71,466 2861995 72,091 3,026,979 2,636,360 950,612 49,808 (139,499) (348,767) 816.012 68,372 (140,815) (325,370) (438,458) (397,813) 2,327, 229 $ 2,839,383 418,199 1.909.030 $ 2,327,229 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 6 CITY OF SANGER COMBINED STATEMENT OF CASH FLOWS - ALL PROPRIETARY FUND TYP For the Year Ended September 30, 1996 CASH FLOWS FROM OPERATING ACTIVITIES: Cash Received from Customers Cash Payments to Suppliers for Goods and Services Cash Payments for Employees Services NET CASH PROVIDED BY OPERATING ACTIVITIES CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES: Acquisition of Capital Assets Additions to Long -Term Debt Principal Paid on Bonds and Notes Interest Paid on Bonds and Notes CDBG Grant Funds Received Cash Transferred to Other Funds NET CASH USED FOR CAPITAL AND RELATED FINANCING ACTIVITIES CASH FLOWS FROM INVESTING ACTIVITIES: Interest on Investments NET INCREASE (DECREASE) IN CASH CASH -BEGINNING OF YEAR CASH -END OF YEAR Operating Income 3,849,882 (2,126,846) (525,388) 1,197,648 (1,254,898) 402,184 (141,783) (141,863) 0 (355,787) (1,492,147) 48,636 (245,863) 1,744,527 $ 1,498,664 1997 $ 3,436,783 (1,759,205) (509,553) 11168,025 (659,656) 0 (118,099) (138,543) 192,700 (325,370) ,048,968) 90,176 209,233 1,535,294 $ 1,744,527 RECONCILIATION OF OPERATING INCOME TO NET CASH PROVIDED BY OPERATING ACTIVITIES: Adjustment to Reconcile Operating Income to Net Cash Provided by Operating Activities: Depreciation (Increase) Decrease in Receivables (Increase) Decrease in Inventory/Prepaid Expense Increase (Decrease) in Accounts Payable Increase (Decrease) in Accrued Expenses Increase (Decrease) in Customer Deposits NET CASH PROVIDED BY OPERATING ACTIVITIES $ 950,612 319,900 (145,419) 29,457 24,977 412 17,709 $ 1,197,648 $ 816,012 286,995 (15,906) 57,076 25,091 (1,560) 317 $ 1,168,025 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 7 CITY OF SANGER NOTES TO FINANCIAL STATEMENTS September 30, 19.98 NOTE A: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - The City of Sanger operates under a Council -Mayor government, following the laws of a General Law City as the State of Texas. The City provides the following public safety police, fire and ambulance, parks, sanitation, a public library , senior center, community general administrative services along with water, electrical services, form of def ined by services: streets, center and sewer and The accounting policies of the City conform to generally accepted accounting principles as applicable to governments. The following is a summary of the more significant policies: 1. REPORTING ENTITY: The City, for financial reporting purposes, includes all of the funds and account groups relevant to the City of Sanger. The financial statements presented herein do not include agencies which have been formed under applicable state laws or separate and distinct units of government apart from the City of Sanger. There are no separately administered organizations that are controlled or dependent on the City. 2. FUND ACCOUNTING: The accounts of the City are organized on the basis of funds or account groups, each of which is considered to be a separate accounting entity. The operations of each fund are accounted for by providing a separate set of self -balancing accounts which are comprised of each fund's assets, liabilities, fund equity, revenues and expenditures or expenses, as appropriate. Governmental resources are allocated to and for individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The various funds are grouped, in the financial statements in this report, into two generic fund types and two broad fund categories as follows: GOVERNMENTAL FUND TYPES General Fund The general fund is the general operating fund of the City. It is used to account for all financial resources except those required to be accounted for in another fund. CITY OF SANGER NOTES TO FINANCIAL STATEMENTS September 30, 1998 PROPRIETARY FUND TYPES Enterprise Funds Enterprise funds are used to account for operations (a) that are financed and operated in a manor similar to private business enterprises - where the intent of the governing body is that costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges or (b) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. 3. PROPERTY, PLANT AND EQUIPMENT AND LONG-TERM LIABILITIES: The accounting and reporting treatment applied to property plant and equipment and long-term liabilities associated with a fund are determined by its measurement focus. All governmental fund types are accounted for on a "financial flow" measurement focus. This means that only current assets and current liabilities are generally included on their balance sheets. Their reported fund balance is considered a measure of "available= spendable resources". Governmental fund operating statements present increases (revenue and other financing sources) and decreases (expenditures and other financing uses) in net current assets. Accordingly, they are said to present a summary of sources and uses of "available spendable resources" during a period. Plant, property and equipment used in governmental fund type operations are accounted for in the General Fixed Assets Account Group, rather than in governmental funds. No depreciation has been provided on such property, plant and equipment. All property, plant and equipment are valued at historical cost or estimated historical cost if actual cost is not available. Donated property, plant and equipment are valued at their estimated fair value on the date donated. Public domain "infrastructure" general fixed as.sets consisting of certain improvements other than buildings, such as roads, sidewalks, and bridges are not capitalized. Long-term liabilities expected to be financed from governmental fund types are accounted for in the General Long -Term Debt Account Group, not in the governmental funds. The two account groups are not "funds". They are concerned only with the measurement of financial position. They are not involved with measurement of results of operations. Page - 9 CITY OF SANGER NOTES TO FINANCIAL STATEMENTS September 30, 1998 Special reporting treatments are applied to governmental fund prepaid expenses to indicate that they do not represent "available spendable resources", even though they are a component of net current assets. Such amounts are generally offset by fund balance reserve accounts. Because of their spending measurement focus, expenditure recognition for governmental fund types is limited to exclude amounts represented by non -current liabilities. Since they do not affect net current assets, such long-term amounts are not recognized as governmental fund type expenditures or fund liabilities. They are instead reported as liabilities in the General Long -Term Debt Account Group. All proprietary funds are accounted for on a cost of services or "capital maintenance" measurement focus. This means that all assets and liabilities (whether current or noncurrent) associated with their activity are included on their balance sheets. Their report fund equity (net total assets) is segregated into contributed capital and retained earnings components. Depreciation is provided in the proprietary funds in amounts sufficient to relate the cost of the depreciable assets, to operations over their estimated service lives on the straight-line basis. The service lives by type are as follows: Electric System 20 to 50 years Water and sewer system 10 to 50 years Furniture and Equipment 3 to 10 years 4. BASIS OF ACCOUNTING: Basis of accounting refers to when revenues and expenditures or expenses are recognized in the accounts and reported in the financial statements. Basis of accounting relates to the timing of the measurement made, regardless of the measurement focus applied. All governmental funds are accounted for using the modified accrual basis of accounting. Their revenues are recognized when they become measurable and available as net current assets. Gross receipts and sales taxes are considered "measurable" when in the hands of intermediary collecting governments and are recognized as revenues at that time. All major revenues are susceptible to accrual. Expenditures are generally recognized under the modified basis of ''} accounting when the related fund liability is incurred. Exceptions to this general rule include accumulated unpaid vacation and sick time which are not accrued and principal and interest on general long-term debt which is recognized when due. Page - 10 CITY OF SANGER NOTES TO FINANCIAL STATEMENTS September 30, 1998 All proprietary funds are accounted for using the accrual basis of accounting. Their revenues are recognized when they are earned, and their expenses are recognized when they are incurred. 5. BUDGETS AND BUDGETARY ACCOUNTING: The City follows these procedures in establishing the budgetary data reflected in the financial statements: A: Prior to July 1, the City Administrator 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 the means of financing them. B: Public hearings are conducted to obtain taxpayer comments. C: Prior to October 1, the budget is legally enacted through the passage of an ordinance. D: The City Manager is authorized to transfer budgeted amounts between departments within any fund, any revisions that alter the total expenditures of any fund must be approved by the City Council. E: Budgets for the General and Proprietary Funds are adopted on a basis consistent with generally accepted accounting principles (GAAP). F: Unused appropriations for all of the above annually budgeted funds lapse at the end of the fiscal year. At year-end the City's cash accounts totaled $1,664,140 of which $1,664,040 was held in checking, savings or certificate of deposit accounts at a local bank. Of the Bank balances, $112,784 was covered by federal depository insurance and the remaining $1,551,256 was covered by collateral held by the pledging Bank's agent in the name of the City. There were no uncollateralized cash accounts. The securities pledged by the City's depository institution are as follows: SECURITY PAR FMV TREASURY NOTE 21300,000 21448,063 7. CAPITALIZED INTEREST: The City capitalizes construction period interest when applicable. $44,046 of interest expense related to the construction of a new sewer plant was capitalized during the current fiscal year. Page - 11 CITY OF SANGER NOTES TO FINANCIAL STATEMENTS September 30, 1998 8: INVENTORIES: Inventories of the Enterprise Fund are valued at the lower of cost (first -in, first -out) or market. 9. ACCUMULATED COMPENSATED ABSENCES: It is the City's policy to permit employees to accumulate a limited amount of earned but unused vacation and sick time, which will be paid to employees upon separation from the City's service. In governmental funds, the cost of vacation and sick leave is recognized when paid. A long-term liability of $35,000 of accrued vacation and sick leave has been recorded in the General Long -Term Debt Account Group, representing the City's commitment to fund such costs from future operations. Proprietary funds accrue vacation leave in the period they are earned. 10. REVENUE RECOGNITION - PROPERTY TAXES: Property taxes attach as an enforceable lien on property as of January 1. Taxes are levied on October 1 and are due and payable at that time. All unpaid taxed levied October 1 become delinquent February 1 of the following year. Property tax revenues are recognized when they become available. Delinquent taxes are considered fully collectable and, therefore, no allowance for doubtful taxes is provided. 11. ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS: Allowance for uncollectable accounts receivable in the Proprietary Fund at September 30, 1998 is $471725. 12: GRANT ACCOUNTING: All grant funds received by the general fund are included as intergovernmental revenues in the statements of revenues and expenditures. All grant funds received by the proprietary fund that are to be used for capital projects are recorded as contributed capital in the balance sheet while grant funds received for operating purposes are included in the proprietary fund statement of revenues and expenses as other operating revenues. There were no material grant funds received by the City during the fiscal year ended September 30, 1998. 13. COMPARATIVE DATA: Comparative data for the prior year have been presented in the accompanying statements in order to provide an understanding of it Page - 12 CITY OF SANGER NOTES TO FINANCIAL STATEMENTS September 30, 1998 changes in the City's financial position and operations. However, complete comparative data (i.e., presentation of prior year totals by fund type in each of the statements) have not been presented since their inclusion would make the statements unduly complex and difficult to read. 14. TOTAL COLUMNS ON COMBINED STATEMENTS: Total columns 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 changes in financial position in conformity with generally accepted accounting principles. Neither is such data comparable to a consolidation. Interfund elimination's have not been made in the aggregation of this data. NOTE B: RETIREMENT PLANS: Firemen's Pension Fund: The City's firemen are covered contributory plan is operated and Retirement Funds. The September 30, 1998 was $3,728, Employee Reti:ement Plan: by the firemen's pension plan. This as part of the State Firemen's Relief pension expense for the year ended The City belongs to the Texas Municipal Retirement System, a retirement and disability pension system foz municipal employees in the State of Texas. The plan is administered in accordance with the Texas Municipal Retirement System Act and is governed by a Board of Trustees appointed by the governor of the State of Texas. The City has elected to have monthly contributions from the City's employees in the amount of 5% of their gross earnings with the City providing a monthly contribution of 4.07% of the monthly gross earnings. Employee contributions are tax deferred and not subject to federal income tax until they are withdrawn. The City's contributions for the fiscal year totaled $35,004, NOTE C: LONG-TERM DEBT: The following is a summary of the City's Long -Term Debt. The future debt requirements are detailed iri schedules included in these financial statements. General Long Term Debt: Certificates of Obligation, Series 1994 - Original amount of $1,900,000; principal paid annually starting September 1, 1995; Interest paid semi-annually on March 1, and September 1, at rates ranging from 5.60 to 7.50%. The Bonds were issued for street improvements and library building construction and are to be repaid Page - 13 CITY OF SANGER NOTES TO FINANCIAL STATEMENTS September 30, 1998 from property tax revenues and are further secured by a pledge of Enterprise Fund Net Revenues. The Certificates of Obligation require that certain reserve accounts be maintained. Capital Lease - Midwest Bankers Group - Original balance of $172,179. The lease requires a down payment of $13,150 (paid in February 1995) plus nine annual rental payments of $24,105 beginning in February 1996. The City has a purchase option during the term of the lease to purchase the equipment at a designated early term/purchase option price. The City intends to exercise this option at the end of the lease term. The proceeds of the lease were used to purchase a new pumper fire truck. The truck is security for the lease. Capital Lease - Motorola Communications and Electronic, Inc. - Original balance of $33,654. The lease requires five annual rental payments of $8,219 beginning in August 1995, The City has a purchase option during the term of the lease to purchase the equipment at a designated purchase option price. The City intends to exercise this option at the end of the lease term. The proceeds of the lease were used to purchase radio communication equipment. The equipment is security for the lease. Capital Lease - Banc One Leasing Corporation - Original balance of $19,200. The lease requires forty eight monthly rental payments of $468, with twelve payments remaining at September 30, 1998. The City has a purchase option during the term of the lease to purchase the equipment at a designated purchase option price. The City intends to exercise this option at the end of the lease term. The proceeds of the lease were used to purchase a brush chipper for the street department. The chipper is security for the lease. Capital Lease - Ford Motor Credit Company - Original balance of $141300. The lease requires forty eight monthly rental payments of $338, with thirty seven payments remaining at September 30, 1998. The City has a purchase option during the term of the lease to purchase the equipment at a designated purchase option price. The City intends to exercise this option at the end of the lease term. The proceeds of the lease were used to purchase a Asphalt Roller. The equipment is security for the lease. Capital Lease - Lubbock National Bank - Original balance of $36,753. The lease requires sixty monthly rental payments of $734, with fifty one payments remaining at September 30, 1998. The City has a purchase option during the term of the lease to purchase the equipment at a designated purchase option price. The City intends to exercise this option at the end of the lease term. The proceeds of the lease were used to purchase computer hardware and software. The equipment is security for the lease. Page - 14 CITY OF SANGER NOTES TO FINANCIAL STATEMENTS September 30, 1998 Capital Lease - Kustom Signal - Original balance of $2,000. The Lease requires one annual rental payments of $2,000 in March 1999. The proceeds of the lease were used to purchase a police surveillance system. The system is security for the lease. Proprietary Fund: Texas Utility System Refunding and Improvement Revenue Bonds, Series 1991 - Original amount of $2,230,000, principal paid annually on May 15, Interest paid semi-annually on May 15 and November 15, at rates ranging from 4.70% to 7.15%. The bonds were issued to provide funds sufficient to refund all of the City's outstanding Series 1976, 1977, and 1985 Bonds plus an additional $800,000 for improvements to the City's Waterworks System. The refunding of the Bonds provided for lower future debt service requirements due to reduced interest rates. The Bonds are to be repaid from and are secured by the Enterprise Fund Net Revenues. Texas Utility System Revenue Bonds, Series 1996 - Original amount f $1,0600,000, princi opal paid annually on May 15; Interest paid semi-annually on May 15 and November 15, at rates ranging from 4.2% to 4.75%. The bonds were issued to provide funds for improving and extending the City's Sewer System. The Bonds are to be repaid from and are secured by the Enterprise Fund Net Revenues. The Bond Obligations require that certain dish reserve accounts be maintained. Note Payable - Guarantee National Bank - Original amount of $325,000, the note is due on demand, if no demand is made then the note requires five annual principal payments of $65,000 beginning in December 1998. The note bears interest at 6.5% with annual interest payments also due each December until the note is paid in full. The note proceeds were used to construct a ground storage tank and to paint one of the City's water towers. Capital Lease - Ford Motor Credit Company - Original balance of $40,432. The lease requires sixty monthly rental payments of $779, with forty nine payments remaining at September 30, 1998. The City has a purchase option during the term of the lease to purchase the equipment at a designated purchase option price. The City intends to exercise this option at the end of the lease term. The proceeds of the lease were used to purchase a New Holland Backhoe. The equipment is security for the lease. National Capital Lease - Lubbock $36,752. The lease requires sixty with fifty one payments remaining has a purchase option during the t equipment at a designated purchase to exercise this option at the end ter Bank Original balance of - monthly rental payments of $734, at September 30, 1998. The City of the lease to purchase the option price. The City intends o f the lease term. The proceeds of the lease were used to purchase c omputer naraware ana sorzware. The equipment is security for the lease. Page - 15 CITY OF SANGER NOTES TO FINANCIAL STATEMENTS September 30, 1998 NOTE D: DEBT SERVICE REQUIREMENTS NEXT FIVE YEARS: Debt service requirements for each of the next five years are as follows: General Fund: Proprietary Fund: Year Principal Interest Principal Interest 1999 $146,466 $109,891 $ 474,182 $ 181,444 2000 138,241 99,408 1551155 168,034 2001 150,202 89,198 166,197 159,327 2002 153,480 80,487 172,309 149,921 2003 158,342 71,622 172,948 140,275 Future 110052,589 2280040 2,150,000 750F583 Total $1,799,320 $ 678,646 $33 290,791 $105491F584 NOTE E: PURCHASE COMMITMENT: On June 5, 1995 the City entered into a eight year contract with the Brazoz Electric Power Cooperative, Inc., whereby the City purchases electric power and energy at agreed upon rates, subject to a fuel adjustment charge and power adjustment on demand and energy charges. Power purchased for the current fiscal year totaled $1,596,920. NOTE F: INTERFUND RECEIVABLE AND PAYABLE: At September 30, 1998 the General Fund owed the Proprietary Fund $7,020. The receivable and payable result from one fund paying an expenditure for another fund. NOTE G: YEAR 2000 COMPLIANCE: The Year 2000 compliance issues primarily relate to the City's computer systems as they are used for the processing of utility billing and collection transactions, municipal court, accounts payable, payroll and general ledger transactions. At September 30, 1998 the City had completed the assessment and remediation stages. The City also has potential year 2000 compliance issues related to the services its vendors provide the City, primarily with its utility vendor and with Denton County related to the assessing and collecting of property taxes. The City has not received any information from its vendors that would indicate they will have a year 2000 problem and be unable to provide the City with services. Page - 16 COMBINING AND INDIVIDUAL FUND AND ACCOUNT GROUP STATEMENTS AND SCHEDULES CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND For the Year Ended September 30, 1996 REVENUES Property Taxes Nonproperty Taxes Penalties and Interest on Deliquent Taxes License and Permits Fees and Services Grants and Intergovernmental Interest Income Miscellaneous Income Donations TOTAL REVENUES EXPENDITURES General Government Public Safety Highways and Streets Health and Welfare Culture and Recreation Capital Outlay Debt Service: Principal Interest TOTAL EXPENDITURES ADMINI- TRATION $ 4251761 $ 145,779 8,402 20,684 4,633 0 4,651 18,489 0 628.399 154,357 0 0 25,362 0 45,364 4,693 1,910 POLICE I FIRE] 0 0 76,045 0 0 0 0 76,045 0 3531008 0 0 0 37,579 7,172 1,047 0 0 0 61,001 0 0 0 61.001 0 71,139 0 0 0 17,927 22,112 8,574 231,686 398,806 119,752 EXCESS REVENUES OVER (UNDER) EXPENDITURES 396,713 OTHER FINANCING SOURCES (USES) Proceeds of Capital Leases 36,753 Transfers In 348,767 TOTAL OTHER FINANCING SOURCES (USES) 385,520 EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITU $ 782,233 FUND BALANCE -BEGINNING FUND BALANCE -ENDING (322,761) 2,000 (58,751) 0 0 0 SANITA- TION 0 4,418 259,544 0 0 0 0 263,962 283,968 0 0 0 0 0 0 0 2831968 (20,006) 0 0 0 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE -17 COMMUNITY' SWIMMING & SENIOR STREETS LIBRARY PARKS POOL CENTERS TOTAL $ 0 $ 0 $ 0 $ 0 $ 0 $ 425,761 198,402 0 0 0 0 344,181 0 0 0 0 0 8,402 0 0 0 0 0 251102 0 21579 0 8,908 31528 355,237 0 161324 0 0 0 77,325 0 0 0 0 0 41651 0 0 0 0 0 18,489 0 0 2,022 0 0 21022 198,402 181903 21022 81908 31528 11261,170 0 0 0 0 0 438,325 0 0 0 0 0 424,147 107,937 0 0 0 0 107,937 0 0 0 0 0 25,362 0 601534 140,186 27,645 61712 235,077 491889 31032 4,385 0 0 158,176 94,093 18,000 0 0 0 146,070 88,989 19,227 0 0 0 119,747 340,908 100,793 144,571 27,645 61712 1,654,841 (142,506) (81,890) (142,549) (18,737) (31184) (393,671) 14,300 0 0 0 53,053 0 0 0 0 0 348,767 14,300 0 0 0 0 401,820 $ (128,206) $ (81,890) $ (1421549) $ (181737) $ 3,184 81149 143,107 $ 151,256 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE -17 Property Taxes Nonproperty Taxes Penalties and Interest on Delinquent Taxes License and Permits Fees and Services Grants and Intergovernmental Interest Income Miscellaneous Income Donations TOTAL REVENUES CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -GENERAL FUND For the Year Ended September 30, 1998 ADMINISTRATION BUDGET ACTUAL VARIANCE $ 408,862 111,650 8,000 21,000 0 0 1,500 50,000 0 601,012 $ 425,761 145,779 8,402 20,684 4,633 0 4,651 18,489 0 6281399 EXPENDITURES General Government 150,563 154,357 Public Safety 0 0 Highways and Streets 0 0 Health and Welfare 251800 25,362 Culture and Recreation 0 0 Capital Outlay 42,750 45,364 Debt Service: Principal 41740 41693 Interest 11910 11910 TOTAL EXPENDITURES 225,763 231,686 EXCESS REVENUES OVER (UNDER) EXPENDITURES 375,249 396,713 OTHER FINANCING SOURCES (USES) Proceeds of Capital leases 36,750 36,753 Transfers In 538,037 348,767 TOTAL OTHER FINANCING SOURCES (USES) 574,787 3851520 EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES $ 9501036 $ 782,233 16,899 34,129 402 (316) 4,633 0 3,151 (31,511) 0 27,387 (3,794) 0 438 0 (2,614) 470 (5,923) 21,464 3 (189,270) (189,267) $ (167,803) SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE -18 REVENUES Property Taxes Nonproperty Taxes Penalties and Interest on Delinquent Taxes License and Permits Fees and Services Grants and Intergovernmental Interest Income Miscellaneous Income Donations TOTAL REVENUES CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND For the Year Ended September 30, 1998 POLICE BUDGET (— ACTUAL j I VARIANCE 0 0 25,000 0 0 0 0 25,000 0 0 76,045 0 0 0 0 76,045 EXPENDITURES General Government 0 0 Public Safety 348,283 353,008 Highways and Streets 0 0 Health and Welfare 0 0 Culture and Recreation 0 0 Capital Outlay 21,600 37,579 Debt Service: Principal 71753 71172 Interest 11047 11047 TOTAL EXPENDITURES 3781683 3981806 EXCESS REVENUES OVER (UNDER) EXPENDITURES (353,683) (322,761) OTHER FINANCING SOURCES (USES) Proceeds of Capital leases 0 2,000 Transfers In 0 0 TOTAL OTHER FINANCING SOURCES (USES) 0 21000 EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES $ (353,683) $ (320,761) $ 0 0 0 0 51,015 0 0 0 0 51,045 0 (4,725) 0 0 0 (15,979) 581 0 (20,123) 30,922 $ 32,922 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE -18 CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND For the Year Ended September 30,1998 FIRE REVENUES BUDGET ACTUAL VARIANCE Property Taxes $ 0 $ 0 $ 0 Nonproperty Taxes 0 0 0 Penalties and Interest on Delinquent Taxes 0 0 0 License and Permits 0 0 0 Fees and Services 0 0 0 Grants and Intergovernmental 20,000 61,001 41,001 Interest Income 0 0 0 Miscellaneous Income 0 0 0 Donations 0 0 0 TOTAL REVENUES 201000 61,001 41,001 EXPENDITURES General Government 0 0 0 Public Safety 681500 71,139 (21639) Highways and Streets 0 0 0 Health and Welfare 0 0 0 Culture and Recreation 0 0 0 Capital Outlay 291600 17,927 11,673 Debt Service: Principal 231926 22,112 11814 Interest 81574 81574 0 TOTAL EXPENDITURES 130,600 119,752 10,848 EXCESS REVENUES OVER (UNDER) EXPENDITURES (110,600) (58,751) 51,849 OTHER FINANCING SOURCES (USES) Proceeds of Capital leases 0 0 0 Transfers In 0 0 0 TOTAL OTHER FINANCING SOURCES (USES) 0 0 0 EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES $ (110,600) $ (58,751) $ 51,849 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE -18 CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND For the Year knuvd September 30, 1998 _SANITATION REVENUES I BUDGET I I ACTUAL I VARIANCE Property Taxes $ 0 $ 0 $ 0 Nonproperty Taxes 0 0 0 Penalties and Interest on Delinquent Taxes 0 0 0 License and Permits 81000 41418 (3,582) Fees and Services 259,300 259,544 244 Grants and Intergovernmental 0 0 0 Interest Income 0 0 0 Miscellaneous Income 0 0 0 Donations 0 0 0 TOTAL REVENUES 267,300 263,962 (31338) EXPENDITURES General Government 276,355 283,968 (7,613) Public Safety 0 0 0 Highways and Streets 0 0 0 Health and Welfare 0 0 0 Culture and Recreation 0 0 0 Capital Outlay 0 0 0 Debt Service: Principal 0 0 0 Interest _ 0 0 0 TOTAL EXPENDITURES 2761355 283,968 (71613) EXCESS REVENUES OVER (UNDER) EXPENDITURES (91055) (20,006) (10,951) OTHER FINANCING SOURCES (USES) Proceeds of Capital leases 0 0 0 Transfers In 0 0 0 it TOTAL OTHER FINANCING SOURCES (USES) 0 0 0 EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES $ (91055) $ (20,006) $ (10,951) SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE -18 i CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND REVENUES Property Taxes Nonproperty Taxes Penalties and Interest on Delinquent Taxes License and Permits Fees and Services Grants and Intergovernmental Interest Income Miscellaneous Income Donations TOTAL REVENUES EXPENDITURES General Government Public Safety Highways and Streets Health and Welfare Culture and Recreation Capital Outlay Debt Service: Principal Interest TOTAL EXPENDITURES EXCESS REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Proceeds of Capital leases Transfers In TOTAL OTHER FINANCING SOURCES (USES) j EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES For rile Year Ended September 30, 1998 STREETS BUDGET ACTUAL VARIANCE $ 0 $ 0 $ 140,000 1981402 0 0 0 0 0 0 0 0 0 0 0 0 0 0 140,000 0 0 1081000 0 0 201000 374 115,899 88, 332,273 (192,273) 0 0 n $ (192,273) 198,402 0 0 1071937 0 0 49,889 94,093 88,989 3401908 (142,506) 14,300 $ (128,206) 0 58,402 58,402 0 0 63 0 0 (29,889) 21,806 (615) (81635) 49,767 14,300 0 14,300 $ 64,067 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE -18 REVENUES Property Taxes Nonproperty Taxes Penalties and Interest on Delinquent Taxes License and Permits Fees and Services Grants and Intergovernmental Interest Income Miscellaneous Income Donations TOTAL REVENUES CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND For the Year Ended September 30,1998 E BUDGET j [ ACTUAL I VARIANCE 0 0 0 14,600 0 0 0 14.600 0 0 2,579 16,324 0 0 0 18,903 0 0 2,579 1,724 0 0 0 4,303 EXPENDITURES General Government 0 0 0 Public Safety 0 0 0 Highways and Streets 0 0 0 Health and Welfare 0 0 0 Culture and Recreation 63,239 60,534 2,705 Capital Outlay 31000 31032 (32) Debt Service: Principal 18,000 181000 0 Interest 191092 191227 (135) TOTAL EXPENDITURES 1031331 100,793 21538 EXCESS REVENUES OVER (UNDER) EXPENDITURES (88,731) (81,890) 6,841 OTHER FINANCING SOURCES (USES) Proceeds of Capital leases 0 0 0 Transfers In 0 0 0 TOTAL OTHER FINANCING SOURCES (USES) 0 0 0 EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES $ (88,731) $ (81,890) $ 61841 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 18 CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND 1�1�r�1�11 Property Taxes Nonproperty Taxes Penalties and Interest on Delinquent Taxes License and Permits Fees and Services Grants and Intergovernmental Interest Income Miscellaneous Income Donations TOTAL REVENUES EXPENDITURES General Government Public Safety Highways and Streets Health and Welfare Culture and Recreation Capital Outlay Debt Service: Principal Interest TOTAL EXPENDITURES EXCESS REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Proceeds of Capital leases Transfers In TOTAL OTHER FINANCING SOURCES (USES) EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES For the Year Ended September 30, 1998 PARKS BUDGET ACTUAL VARIANCE $ 0 $ 0 $ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21022 21022 0 21022 21022 0 0 0 0 1491351 3,000 0 0 1521351 (152,351) 0 $ (152,351) 0 0 0 0 0 0 0 0 140,186 91165 4,385 (11385) 0 0 0 0 144,571 7,780 (142,549) 0 0 $ (142,549) 9,802 0 0 0 $ 9,802 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 18 CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND REVENUES Property Taxes Nonproperty Taxes Penalties and Interest on Delinquent Taxes License and Permits Fees and Services Grants and Intergovernmental Interest Income Miscellaneous Income Donations TOTAL REVENUES EXPENDITURES General Government Public Safety Highways and Streets Health and Welfare Culture and Recreation Capital Outlay Debt Service: Principal Interest TOTAL EXPENDITURES EXCESS REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Proceeds of Capital leases Transfers In TOTAL OTHER FINANCING SOURCES (USES) EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES For The Year Ended September 30, 1998 SWIMMING POOL (—BUDGET I L ACTUAL I I VARIANCE $ 0 $ 0 $ 0 0 0 0 0 0 0 0 0 0 11,000 81908 (2,092) 0 0 0 0 0 0 0 0 0 0 0 0 111000 81908 (2,092) 0 0 0 0 31,864 0 0 0 31.864 (20,864) 0 0 0 0 0 0 27,645 0 0 0 274645 (18,737) 0 0 0 0 0 0 4,219 0 0 0 4,219 2,127 0 0 0 $ 2,127 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 18 REVENUES Property Taxes Nonproperty Taxes Penalties and Interest on Delinquent Taxes License and Permits Fees and Services Grants and Intergovernmental Interest Income Miscellaneous Income Donations TOTAL REVENUES CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND For the Year Ended September 30, 1998 0 COMMUNITY & SENIOR CENTERS BUDGET ACTUAL VARIANCE 0 0 0 0 0 0 0 0 EXPENDITURES General Government 0 Public Safety 0 Highways and Streets 0 Health and Welfare 0 Culture and Recreation 10,150 Capital Outlay 0 Debt Service: Principal 0 Interest 0 TOTAL EXPENDITURES 10,150 EXCESS REVENUES OVER (UNDER) EXPENDITURES (10,150) OTHER FINANCING SOURCES (USES) Proceeds of Capital leases 0 Transfers In 0 TOTAL OTHER FINANCING SOURCES (USES) 0 EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES $ (10,150) 0 0 3,528 0 0 0 0 3,528 0 0 0 0 6,712 0 0 0 6,712 0 0 0 0 3,528 0 0 0 0 3,528 0 0 0 3,438 0 0 0 3,438 6,966 u $ 6,966 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE -18 CITY OF SANGER COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND REVENUES Property Taxes Nonproperty Taxes Penalties and Interest on Delinquent Taxes License and Permits Fees and Services Grants and Intergovernmental Interest Income Miscellaneous Income Donations TOTAL REVENUES EXPENDITURES General Government Public Safety Highways and Streets Health and Welfare Culture and Recreation Capital Outlay Debt Service: Principal Interest TOTAL EXPENDITURES EXCESS REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Proceeds of Capital leases Transfers In TOTAL OTHER FINANCING SOURCES (USES) EXCESS OF REVENUES AND OTHER SOURCES OVER EXPENDITURES FUND BALANCE -BEGINNING FUND BALANCE -ENDING For the Year Ended September 30, 1998 TOTAL BUDGET ACTUAL VARIANCE $ 4081862 $ 425,761 $ 251,650 344,181 8,000 8,402 291000 25,102 2951300 355,237 341600 77,325 1,500 41651 501000 18,489 0 2,022 1,078,912 426,918 4161783 1081000 25,800 2541604 1191950 170,318 118,997 11641,370 (562,458) 36,750 538,037 574,787 $ 12,329 1,261,170 438,325 4241147 1071937 25,362 2351077 158,176 146,070 119,747 1,654,841 (393,671) 53,053 348,767 8,149 143,107 $ 151,256 16,899 92,531 402 (31898) 59,937 42,725 3,151 (31,511) 2,022 182,258 (11,407) (7,364) 63 438 19,527 (38,226) 24,248 (750) (13,471) 168,787 16,303 (189,270) (172,967) $ (4,180) SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE -18 COST Land Buildings & Improvements Equipment Fire Equipment Swimming Pool INVESTMENT IN GENERAL FIXED ASSETS CITY OF SANGER STATEMENT OF GENERAL FIXED ASSETS For the Year Ending September 30, 1998 71,870 1,080,071 817,968 344,752 222,147 $ 2,536,808 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE -19 CITY OF SANGER SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS COST Land Buildings & Improvements Equipment Fire Equipment Swimming Pool INVESTMENT IN GENERAL FIXED ASSETS For the Year Ending September 30, 1998 BEGINNING ADDITIONS DELETIONS ENDING $ 71,870 $ 0 $ 0 $ 71,870 1,075,686 41385 0 11080,071 682,104 1351864 0 817,968 3261825 17,927 0 344,752 222,147 0 0 222,147 $ 2,378,632 $ 158,176 $ 0 $ 2,536,808 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS 7Se3��i; CITY OF SANGER SCHEDULE OF CHANGES IN PROPERTY, PLANT & EQUIPMENT ENTERPRISE FUND For the Year Ending September 30,1998 BEGINNINUI JAULJIIIUNS DELETIONS ENDING COST Water System $ 2,115,023 $ 438,883 $ 0 $ 2,553,906 Sewer System 21148,577 61334 0 21154,911 Electric System 21240,164 1741362 0 21414,526 Equipment 495,016 74,474 0 569,490 Furniture & Office Equipment 138,097 46,551 0 184,648 Building Improvements 17,663 16,770 0 34,433 Easement 11500 0 0 11500 TOTAL COST $ 7,156,040 $ 757,374 $ 0 $ 7,913,414 ACCUMULATED DEPRECIATION Water System $ 843,406 $ 80,496 $ 0 $ 923,902 Sewer System 809,533 64,541 0 874,074 Electric System 11192,001 1201347 0 11312,348 Equipment 412,706 41,067 0 453,773 Furniture & Fixtures 1261829 11,231 0 138,060 Building Improvements 13,414 29218 0 15,632 Easement 0 0 0 0 TOTAL ACCUMULATED DEPRECIATION $ 3,397,889 $_ 319,900 $ 0 $ 3,717,789 NET PROPERTY, PLANT & EQUIPMENT $ 317581151 $ 4,195,625 SEE ACCOMPANYING NOTES TO FINANCIA! STATEMENTS PAGE - 21 CITY OF SANGER STATEMENT OF GENERAL LONG - TERM DEBT September 30, 1998 BOND OBLIGATIONS Series 1994 Certificates of Obligation $ 11625,000 CAPITAL LEASES Lubbock National Bank $ 32,059 Ford 11,283 Midwest Bankers 1151920 Motorola 71678 Kustom Signals 21000 Bank One 51380 TOTAL CAPITAL LEASE OBLIGATIONS 174,320 ACCRUED COMPENSATED ABSENCES Accrued Vacation Pay Accrued Sick Pay TOTAL ACCRUED COMPENSATED ABSENCES TOTAL TO BE PROVIDED FOR RETIREMENT OF GENERAL LONG -TERM DEBT 20,000 $ 15,000 35,000 $ 1,834,320 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 22 CITY OF SANGER SCHEDULE OF CHANGES IN GENERAL LONG - TERM DEBT For the Year Ended September 30, 1998 1BEGINNING1 REDUCTION ENDING BOND OBLIGATIONS Series 1994 Certificates of Obligation $ 1,725,000 $ 0 $ 100,000 $ 11625,000 j. CAPITAL LEASES Associates Commercial Corp. $ 42103 $ 0 $ 4,103 $ 0 G.M.A.C. 61817 0 61817 0 Midwest Bankers 1310215 0 15,295 115,920 Motorola 14,849 0 71171 7,678 'I Bank One 10,353 0 41973 51380 Lubbock National Bank 0 36,753 41694 32,059 Ford 0 141300 31017 11,283 Kustom Signal 0 21000 0 21000 TOTAL CAPITAL LEASES $ 167,337 $ 53,053 $ 461070 $ 174,320 ACCRUED COMPENSATED ABSENCES Accrued Vacation Pay $ 15,000 $ 51000 $ 0 $ 20,000 Accrued Sick Pay 151000 0 0 151000 TOTAL ACCRUED COMPEN. ABSENCES $ 30,000 $ 51000 $ 0 $ 351000 TOTAL TO BE PROVIDED FOR RETIREMENT OF GENERAL LONG -TERM DEBT $ 1,922,337 $ 58,053 $ 146,070 $ 1,834,320 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE-23 CITY OF SANGER DEBT SERVICE REQUIREMENTS - GENERAL LONG-TERM DEBT Year Ending September 30, PRINCIPAL 1999 $ 1051000 2000 1101000 2001 1201000 2002 1251000 2003 1351000 2004 145,000 2005 155,000 2006 1651000 2007 175,000 2008 1901000 2009 200,000 $ 116251000 Year Ending September 30, 1999 2000 2001 2002 2003 2004 Year Ending September 30, 1999 Year Ending September 30, 1999 PRINCIPAL $ 16,322 17,418 18,588 19,835 21,168 22,589 September 30, 1998 INTEREST $ 98,565 90,690 82,440 75,720 68,657 60,963 52,625 43,635 33,900 23,400 12,000 $ 6423595 INTEREST $ 7,783 6,687 5,518 4,271 2,938 1,517 $ 115,920 $ 28,714 PRINCIPAL INTEREST $ 7,678 $ 542 PRINCIPAL $ 5,380 INTEREST $ 233 TOTAL REQUIREMENTS $ 2031565 200,690 202,440 200,720 2031657 2051963 207,625 208,635 2080900 213,400 212,000 $ 21267,595 TOTAL REQUIREMENTS $ 24,105 24,105 24,106 24,106 24,106 24,106 $ 1449634 TOTAL REQUIREMENTS $ 8,220 TOTAL REQUIREMENTS $ 5,613 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 24 i i Year Ending September 30, 1999 2000 2001 2002 2003 Year Ending September 30, 1999 2000 2001 2002 Year Ending September 30, 1999 CITY OF SANGER DEBT SERVICE REQUIREMENTS - GENERAL LONG-TERM DEBT PRINCIPAL $ 6,672 7,179 7,724 8,310 2,174 $ 32,059 PRINCIPAL $ 3,414 3,644 3,890 335 $ 11,283 PRINCIPAL $ 2,000 September 30, 1998 INTEREST $ 2,131 1,624 1,079 493 27 $ 5,354 INTEREST $ 637 407 161 INTEREST ;Tnta�l fond bbligat.nns and Notes Payable ; < Year Ending September 30, 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 Pl:1P►�171� $ 146,466 138,241 150,202 153,480 1581342 167,589 1551000 1651000 175,000 190,000 2001000 $ 1,799,320 INTEREST $ 109,891 99,408 89,198 80,487 71,622 62,480 52,625 43,635 33,900 23,400 12,000 $ 6781646 REQUIREMENTS $ 8,803 8,803 8,803 8,803 2,201 $ 37,413 TOTAL EMENTS REQUIR $ 4,051 4,051 4,051 338 $ 12,491 TOTAL REQUIREMENTS $ 2,000 TOTAL REQUIREMENTS $ 256,357 237,649 239,400 233,967 229,964 2301069 207,625 2081635 2081900 213,400 212,000 $ 214771966 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 24 II CITY OF SANGER SCHEDULE OF CHANGES IN LONG - TERM DEBT - ENTERPRISE FUND For the Year Ended September 30, 1998 REVENUE BOND OBLIGATIONS Series 1991 Series 1996 TOTAL REVENUE BONDS NOTES PAYABLE Guarantee National Bank CAPITAL LEASES Maroon Cattle Co. Ford Motor Credit Lubbock National Bank TOTAL CAPITAL LEASES TOTAL LONG -TERM DEBT BEUININHINKil LtDDITIONS EDUCTION�q' I ENDING $ 1,985,000 $ 0 $ 90,000 $ 1,895,000 1,0401000 0 351000 11005,000 r� 0253000 $ 0 $ 125,000 $ 21900,000 0 $ 325,000 $ 0 $ 325,000 0 40,432 61699 33,733 0 36,752 41694 32,058 $ 51390 $_ _77,184 $ 16,783 $ 65,791 $ 3,030,390 $ 402,184 $ 141,783 $ 3,290,791 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 25 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Year Ending September 30, 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Year Ending September 30, 1999 CITY OF SANGER DEBT SERVICE REQUIREMENTS - ENTERPRISE FUND $ 100,000 1051000 110,000 115,000 125,000 130,000 140,000 150,000 1601000 170,000 1851000 195,000 210,000 $ 11895,000 $ 35,000 35,000 40,000 40,000 45,000 45,000 45,000 50,000 50,000 55,000 60,000 60,000 65,000 70,000 70,000 75,000 80,000 85,000 $ 1,005,000 September 30, 1998 INTEREST $ 128,830 1221830 1161372 109,498 102,138 93,950 85,240 75,720 65,370 54,170 42,186 28,958 15,014 $ 11040,276 TOTAL REQUIREMENTS $ 228,830 227,830 226,372 224,498 227,138 223,950 225,240 225,720 225,370 224,170 227,186 223,958 225,014 $ 21935,276 TOTAL INTEREST REQUIREMENTS $ 43,368 42,212 41,005 39,585 38,105 36,395 34,640 32,840 30,790 28,690 26,297 23,628 20,898 17,908 14,652 11,363 7,837 4,037 $ 494,250 PRINCIPAL INTEREST $ 325,000 $ 5,281 $ 78,368 77,212 81,005 79,585 83,105 81,395 79,640 82,840 80,790 83,690 86,297 83,628 85,898 87,908 84,652 86,363 87,837 89,037 $ 11499,250 TOTAL REQUIREMENTS $ 330,281 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 26 I CITY OF SANGER DEBT SERVICE REQUIREMENTS - ENTERPRISE FUND September 30, 1998 � ".it:4.RQ M4T:t:+1rR E Year Ending TOTAL September 30, PRINCIPAL INTEREST REQUIREMENTS 1999 $ 71510 $ 11834 $ 91344 2000 71976 11368 91344 2001 81473 871 91344 2002 8,999 345 91344 2003 775 4 779 $ 33,733 $ 41422 $ 38,155 ' . N <> Year Ending TOTAL September 30, PRINCIPAL INTEREST REQUIREMENTS 1999 $ 61672 $ 21131 $ 81803 2000 71179 11624 81803 2001 71724 11079 81803 2002 81310 493 81803 2003 21173 28 21201 $ 32,058 $ 5$55 $ 37,413 Year Ending TOTAL September 30, PRINCIPAL INTEREST REQUIREMENTS 1999 $ 474,182 $ 181,444 0 655,626 2000 155,155 168,034 323,189 2001 166,197 159,327 325,524 2002 172,309 1491921 322,230 2003 1721948 140,275 3131223 2004 175,000 1301345 3051345 2005 1851000 1191880 304,880 2006 200,000 1081560 308,560 2007 210,000 96,160 306,160 2008 2251000 821860 307,860 2009 245,000 68,483 313,483 2010 2551000 52,586 307,586 2011 275,000 351912 310,912 2012 70,000 17,908 87,908 2013 70,000 14,652 84,652 2014 751000 11,363 861363 2015 80,000 71837 87,837 2016 85,000 4,037 891037 $ 31290,791 $ 11549,584 $ 41840,375 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 26 SUPPLEMENTAL INFORMATION CITY OF SANGER GOVERNMENTAL AND PROPRIETARY FUNDS SCHEDULE OF RESTRICTED CASH September 30, 1998 GENERAL FUND Police Department Funds Library Department Funds Park Department Fund Fire Siren Funds Hotel/Motel Fund Certificate of Obligation Reserve and I & S Funds Unspent 1994 Certificate of Obligation Funds TOTAL GENERAL FUND $ 205 615 4,139 13,000 42,862 40,402 22,859 1?A nR7 ENTERPRISE FUND 1991 Revenue Bond I & S Funds $ 1991 Revenue Bond Reserve Funds 1996 Revenue Bond Reserve Funds Customer Utility Deposits Unspent1996 Revenue Bond Funds Underground Water Storage Tank Funds Safety and Incentive Funds TOTAL ENTERPRISE FUND 51,288 243,694 24,845 111968 1011253 5811528 668 476 $ 1,0181720 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 27 CITY OF SANGER GOVERNMENTAL AND PROPRIETARY FUND SCHEDULE OF RESERVED FUND EQUITIES September 30, 1998 GENERAL FUND Police Department Fund $ 205 Library Department Funds 615 Park Departmnet Fund 4,139 Fire Siren Funds 13,000 Hotel/Motel Fund 42,862 Minimum Required Reserves, Interest and Sinking Funds -1994 Certificate of Obligation 38,000 Unspent 1994 Bond Proceeds 22,859 Prepaid Expenses 2,345 TOTAL GENERAL FUND $ 124,025 ENTERPRISE FUND Minimum Required Reserves, Interest and Sinking Funds - Revenue Bonds 312,780 Underground Water Storage Tank 668 Safety and Incentive 476 TOTAL ENTERPRISE FUND 313,924 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS CITY OF SANGER SCHEDULE OF INSURANCE COVERAGE September 30,1998 AMOUNT OF _______ TYPE OF COVERAGE FROM TO COVERAGE CARRIER Business Auto: Liability 10/1/97 10/1/98 31000,000 Texas Municipal League Physical Damage 10/1/97 10/1/98 Scheduled Equip, Texas Municipal League Property Damage 10/1/97 10/1/98 Scheduled Equip. Texas Municipal League 21805,848 Workmen's Compensation 10/1/97 10/1/98 Statutory Texas Municipal League Liability - Law Enforcement Liability 10/1/97 10/1/98 1,000,000 Texas Municipal League Errors & Omissions 10/1/97 10/1/98 11000,000 Texas Municipal League General Liability 10/1/97 10/1/98 3,000,000 Texas Municipal League Mobile Equipment 10/1/97 10/1/98 183,559 Texas Municipal League Employee Bond 6/24/98 6/24/99 10,000 Western Surety SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 29 CITY OF SANGER PROPRIETARY FUND SUPPLEMENTAL INFORMATION September 30, 1998 WATER CLASSIFICATION OF CUSTOMERS Residential 1,680 Commercial, Demand & City 155 NUMBER OF CONNECTIONS ELECTRIC 1,664 301 1,835 1,965 RESIDENTIAL WATER RATES I & COMMERCIAL Deposit $ 50.00 First 1,000 Gallons (minimum) $ 14.25 11000 TO 5,000 Gallons $ 1.95 51000 TO 15,000 Gallons $ 2.15 15,000 TO 30,000 Gallons $ 2.55 Over 30,000 Gallons $ 3.35 SEWER RATES RESIDENTIAL COMMERCIAL SEWER First 1,000 Gallons (minimum) $ 15.00 $ 21.00 Over 1,000 Gallons Maximum $ 25.00 $ 125.00 SMALL LARGE ELECTRIC RATES RESIDENTIAL COMMERCIAL COMMERCIAL Deposit $ 100.00 $ 200.00 $ 200.00 Facility Charge $ 10.00/Month $ 12.50/Month $ -- Energy Charge $ .0621629/kwh $ 0676962/kwh $ .0237048/KWH Demand Charge: First 6 KWH (minimum) $ -- $ -- $ 53.39 Over 6KWH $ -- $ -- $ 8.29/kwh GALLONS OF WATER METERED (APPROX.) 174,419,100 SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 30 CITY OF SANGER ANALYSIS OF TAXES RECEIVABLE! For the Year Ended September 30, 1998 1998 ADJUSTED TAX ROLL $ 431,649 $ Less: Collections and Adjustments 4151237 CURRENT YEAR TAXES RECEIVABLE - END OF YEAR PRIOR YEAR TAXES RECEIVABLE - END OF YEAR TOTAL TAXES RECEIVABLE - END OF YEAR Assessed Value Tax Rate per $100 Percent of Current Taxes Collected to Billed 1997 1996 407,970 $ 379,002 392,929 363,109 16,412 15,041 15,893 51,802 451566 47,489 $ 68,214 $ 60,607 $ 63,382 $ 911334,817 $ 84,764,092 $ 78,240,705 $ OA726 $ 0.4813 $ 0.4837 96.20% 96.31 % 95081 % SEE ACCOMPANYING NOTES TO FINANCIAL STATEMENTS PAGE - 31 William C. Spore & Company, PC. Certified Public Accountants REPORT ON COMPLIANCE AND ON INTERNAL CONTROL OVER FINANCIAL REPORTING BASED UPON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENTAL A UDITING STANDARDS To the City Council City of Sanger, Texas We have audited the financial statements of City of Sanger as of and for the year ended September 30, 1998, and have issued our report thereon dated March 12, 1999. We conducted our audit in accordance with generally accepted auditing standards and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Com lip ance As part of obtaining reasonable assurance about whether City of Sanger's financial statements are free of material misstatement, we performed tests of its compliance with certain provision of laws, regulations, contracts and grants, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance that are required to be reported under Government Auditing Standards, Internal Control Over Financial Reporting In planning and performing our audit, we considered City of Sanger's internal control over financial reporting in order to determine our auditing procedures for the purpose of expressing our opinion on the financial statements and not to provide assurance on the internal control over financial reporting, Our consideration of the internal control over financial reporting would not necessarily disclose all matters in the internal control over financial reporting that might be material weaknesses. A material weakness is a condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements in amounts that would be material in relation to the financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over financial reporting and its operation that we consider to be material weaknesses. However, we noted other matters involving the internal control over financial reporting that we have reported to management of the City of Sanger in a separate letter dated March 12, 1999. This report is intended for the information of the management ,Honorable Mayor and City Council of the City of Sanger, Texas. However, this report is a matter of public record and its distribution is not limited. William C. Spore &Company, P.C. March 12, 1999 i 1600 Airport Freeway, Suite 208 #Bedford, TX 76022 # 817/545-7725 William C. Spore & Company, PC. Certified Public Accountants MANAGEMENT LETTER To the Honorable Mayor and City Council, City of Sanger, Texas In planning and performing our audit of the general purpose financial statements of the City of Sanger, Texas, for the year ended September 30, 1998, we considered its internal control structure in order to determine our auditing procedures for the purpose of expressing our opinion on the financial statements and not to provide assurance on the internal control structure. However, as a result of our audit we noted certain immaterial matters involving the internal control structure and its operation that we wish to bring to your attention. (1) A perpetual inventory system should be implemented for the Electric Department to track additions to and removals from their inventory. This perpetual system could be matched to the physical inventory for accuracy and be used to determine the amount and value of parts on hand. (2) A system needs to be developed to reconcile the general ledger accounts on a timely basis. All balance sheets accounts should be reconciled on a monthly basis and adjusted if needed. Revenue and expenditure accounts should be matched to budget amounts and discrepancies investigated. These reconcilement's need to be done at least monthly to verify the accuracy of the general ledger. Checklists should be developed to assist in the closing of the month end books. A material weakness is a reportable condition in which the design o�operation of one or more of the internal control structure elem(;nts does not reduce to relatively low level the risk that errors or irregularities in amounts that would be material in relation to the financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned duties. Our consideration of the internal control structure would not necessarily disclose all matters in the internal control structure that might be material weaknesses as defined above. However, none of the matters described above is believed to be a material weakness. This report is intended solely for the information and use of the management, Mayor and City Council of the City of Sanger, Texas. Thank you, William C. Spore &Company, P.C. Certified Public Accountant March 12, 1999 1600 Airport Freeway, Suite 208 #Bedford, TX 76022 # 817/545-7725