Loading...
FY 1974 Financial StatementsCITY OF EDGEWATER, FLORIDA FINANCIAL STATEMENTS SEPTEMBER 30, 1974 MAY. ZIMA & CO. CERTIFIED PUBLIC ACCOUNTANTS CITY OF EDGEWATER, FLORIDA FINANCIAL STATEMENTS SEPTEMBER 30, 1974 MAYOR David C. Severance COUNCILMEN Jacob Lodico William H. Cairne Walter B. Sikes Calvin R. Dietz CITY MANAGER N. Dale Bryant CITY CLERK Sue Blackwell CITY ATTORNEY Joe E. Weaver AUDITORS May, Zima & Co. CITY OF EDGEWATER, FLORIDA TABLE OF CONTENTS AUDITORS' REPORT . . . . . . . . . . . . . . . . . . . . . . . . . 1 COMBINED BALANCE SHEET . . . . . . . . . . . . . . . . . . . . . . 2 GENERAL FUND Balance Sheet. 3 Analysis of Changes in Fund Balance . . . . . . . . . . . . . . . 4 Statement of Revenue - Estimated and Actual. . . . . . . . . . . 5 Statement of Actual and Estimated Expenditures . . . . . . . . 6 - 8 FEDERAL REVENUE SHARING FUND Balance Sheet. . . . . . . . . . . . . . . . . . . . . . 9 Analysis of Changes in Fund Balance. . . . . . . . . . . . . 9 Analysis of Changes in Appropriated Fund Balance . . . . . . . . 10 Statement of Revenue - Estimated and Actual. . . . . . . . . . . 11 Statement of Actual and Estimated Expenditures . . . . . . . . . 11 WATER AND SEWER SYSTEM FUNDS Balance Sheet - All Water and Sewer Funds. 12 Water and Sewer System Revenue and Operating Fund: Balance Sheet . . . . . . . . . . . . . . . . . . . . . . . . . 13 Analysis of Changes in Retained Earnings . . . . . . . . . . . 14 Statement of Revenue and Expense . . . . . . . . . . . . . . . 15 Statement of Changes in Financial Position . . . . . . . . . . 16 Statement of Revenue - Estimated and Actual - Water and Sewer Revenue Fund . . . . . . . . . . . . . . . . 17 Statement of Actual and Estimated Expenditures - Water and Sewer Revenue Fund . . . . . . . . . . . . . . . . 17 Statement of Revenue - Estimated and Actual - Water and Sewer Operating Fund . . . . . . . . . . . . . . . 18 Statement of Actual and Estimated Expenditures - Water and Sewer Operating Fund . . . . . . . . . . . . . 19 Water and Sewer System Bond and Interest Sinking Fund: Balance Sheet . . . . . . . . . . . . . . . . . . . . . . . . . 20 Analysis of Changes in Fund Balance . . . . . . . . . . . . . . 20 Statement of Cash Receipts and Disbursements . . . . . . . . . 21 Water and Sewer System Renewal and Replacement Fund: Balance Sheet. . . . . . . . . . . . . . . . . . . . . . . 22 Analysis of Changes in Fund Balance . . . . . . . . . . . . . . 22 Statement of Cash Receipts and Disbursements . . . . . . . 23 Water and Sewer System Construction Fund: Balance Sheet . . . . . . . . . . . . . . . . . . . . . . . . . 24 Analysis of Changes in Fund Balance . . . . . . . . . . . . . . 24 Statement of Cash Receipts and Disbursements . . . . . . . . . 25 GENERAL FIXED ASSETS GROUP OF ACCOUNTS Statement of General Fixed Assets. . . . 26 Statement of Changes in General Fixed Assets . . . . . . . . 27 - 29 NOTES TO FINANCIAL STATEMENTS . . . . . . . . . . . . . . . . . . . 30 SUPPLEMENTAL INFORMATION Schedule of Insurance in Force . . . . . . . . . . . . . . . . . 31 Schedule of Bonded Debt and Interest to Maturity . . . . . . . . 32 .pay, Zima & Co. CERTIFIED PUBLIC ACCOUNTANTS To the Honorable Mayor, City Council and City Manager City of Edgewater, Florida AUDITORS' REPORT We have examined the financial statements of the various funds and account group of the City of Edgewater, Florida for the year ended September 30, 1974. Our examination was made in accordance with generally accepted auditing standards, and accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. In our opinion, subject to Note 2 in the notes to the financial statements, the above mentioned financial statements present fairly the financial position of the various funds and account group of the City of Edgewater, Florida at September 30, 1974, and the results of operations of such funds and the changes in financial position of the Water and Sewer System Revenue and Operating Fund for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. Also, in our opinion, the requirements and covenants set forth by ordinances covering the issuance of bonds and amendments thereto have been fulfilled. Daytona Beach, Florida December 23, 1974 1. COMBINED BALANCE SHEET r C mn J - D33rn - -ImG') cC O (n0MJmQJ vCCa)OJ •acv n v Dn m :5 N a r* N x -5 < N c W n co (D N N = (D (D c + (D (D 0 (D =r N l< n m C+ • • C+ Z - 5 Ci7 - h O N N Al N r+ - z O r p A p E3 c0 cn C+ m co r E3 J :3 - I � n n 0) :5 (D — = 3 - 5 +1 (D (D (D (D — C+ m D C n '0 Cl+ N N n n +y =3 5 N m O — n N 0 Dv O N (D (D n C+ N r+' (n m p X O C (D N O "5 C+ W (D J• J• n N (L _ A O (D ::3 E3 'S -• a (D = n N < < O X a r r —► c< r+• n (D n N 0 0 c t (D (D l< D D -+. — -. N N (D - 5 O E Q C7 = C + N +y z A r sy aw n c - • C (D J — C+ (v (D O n co N Ct (D "O < - h :3 = (D (D N C+ I S "0 J m � D N rD _0 +1 c (-t c+ 0) (D N r U) (D 'S a tT O N N Z n 0- ` . Cn C+ O Z l< — 0- (D O (D 0 D - 1 m N In 0-0 (D N - S - S n N - 0 0 Z ►- --4 - 1 (D C+ (D (D (D C+ O — a m C/) (D - 0 (D n n N (D Cn N - 5 < (D (D < �. 70. N (D N (D — Aj c+ m n : < < 0 N ---I ;u -'• C+ A7 0) A m 51 O 0" 0 (D N C+ 5 J J Z m (D (D m ;a o m m Cn w z - rl n O Z Z N O p I V) C+ V W O N W O N cn r-� t-+ N O M Cil U't O -P t--+ N O l0 O (7) 00 N 00 N r r-- R O O M N l0 i--' O V N l0 V m al O W A Ol CTl O C.T7 O � W O N O O A W �O CD k.0 O OINONOf rn rn co N l0 • P 1 N Ul V 00 Ul N O O Cn Ul t 4�- O A N N Cl) N N O co Ul l0 N l0 Ul N co .A O 00 kD V t O l0 l0 V OO t•--+ O W 4 CO 00 Ql V Ul 1000 l0 W O I AOl N t A l0 O too 00 O W 00 O O cn O �- F-+ Ln F-' O V A O O CT U t Ul Ul Ol Ul W O U'1 N O Ul V l 00 00 k N N M m 00 OD O t N N D C/1 N m cn C) T m c z z m C) 70 r Cn ;o m = m c A C z ;a m p ti Z Z C C) m A - n V) i =MM z E 70 C) m (/I A Z Cl T r-� n�x� n:;amrl C O p C> C_ n cvA� Z Cn Z - IO(nr Cn T m --I C/1 n C -I O Cn 3 m oo O m m m 3 p A p m co r m � n � r m D W O z z m C p �7 m V) r- tD Cn -•+ V = r 4�:- m O m p A O N O N 11:1 N CO LA M _ v t >T N N CO a-- Z O' N U S• r ¢ � 00 Cb.. O 1 >> N Q �O Q ko)l W O v v •r "fl N v ro O c/) ro U C1 O W AC Y) cn N ¢ F- L v C- a) L) v a) -� Cb r C 4- co I N r-•r X m (U O .- v ¢ +-) v) M . 1 O O Z O N - 0 CD Ql LC) 0 0 O ro S N 1\ LO } . d• N O r+ F- M O v ro LO CO CO 9T 1� 1\ O O +� O LL C -0 ro ro U ro ro O_ CO N O LC) O cl S. +-) Ln Cn Op Lr) O Cal CD ¢ C v a) 4-) 4- C- LO N N M CD r- 0003 O r J M O U U 4- CY) v c J �Z CO C3 S= C • r • • - 0 +- • r CC] Z Z3 a) _ C N v ro C= J N - . t,4 r C) 4 -) L ¢ m 1 ZQ' 0 0 0 C•r C O LL- ¢ 4- 4- 4- c ro S- O F Ll- O O O O v v v ro O d v N 0 > > > +--) -0 S. O_ f- N Lo CO W 1 N C1 ro • ^- 0') M N a) " a c ro �--� U) N N Lr M C)1 W¢ v v v C: v M M CD � O N O 1 O n Cn t� lfl � r"i 0') t\ 0011 N ) O r N N O LO _ v >T ro CO a-- Z v N U S• r ¢ � N L1 O >> N Q Q +-) v W O v v •r "fl W v ro O c/) ro U C1 O W cn N ¢ F- L v C- a) L) v a) -� 1 r C 4- O N r-•r X m (U O .- v ¢ +-) v) X N CD Z N - 0 ro 4- rO v Z ro S •r y r r ¢ Q. v S_ N -0 F- c O v ro O r L ) W +� O LL C -0 ro ro U ro ro O_ ro O O • • U S. +-) a--) S_ cn r .a O v CD Z ¢ C v a) 4-) 4- C- t_ U) 0 O O ro v 0 0003 =CO r J MB v v ro 4-) N r ro •r U c 4- O N v O >s •r C ro fl_ O U U ro v Q) N 2. V) CO Z H Z ¢ W N Lf) W O W v CL' Z N W cn N ¢ V) rt W F- a) r W X O ro v M +-) v) X N CD Z N - 0 • r W Z Q) U O F- Ln •7-- S -0 r L ) W U ro ro J W U (U S- 4-- S- • • U Z r .a O v CD Z ¢ r F= t_ U) ¢ Q J O O v v "O 0) r J ¢ CJ) U U 4- CY) v c J �Z CO C3 S= C • r • • - 0 +- • r CC] Z Z3 a) _ C N v ro C= J CD - . r C) 4 -) L ¢ m ZQ' 0 0 0 C•r C O LL- ¢ 4- 4- 4- c ro S- O F Ll- W v r C1 S - Z3 v v v ro O d v N 0 > > > +--) -0 S. O_ f- W W S- S- S• N C1 ro • ^- Z v (L) v a) " a c ro �--� U) N N > c ¢ = +-) W¢ v v v C: v MB v v ro 4-) N r ro •r U c 4- O N v O >s •r C ro fl_ O U U ro v Q) N 2. GENERAL FUND CITY OF EDGEWATER, FLORIDA GENERAL FUND BALANCE SHEET SEPTEMBER 30, 1974 AND 1973 1974 ASSETS Cash Investments - at cost Garbage accounts receivable Fines receivable Taxes receivable Paving assessments receivable Due from Water and Sewer System Construction Fund Due from Water and Sewer Revenue Fund Material and supply inventory - at cost Meter deposits $ 26,963.01 100,000.00 2,206.12 1,146.00 417.32 1,119.46 35,000.00 222.00 2,987.59 20.00 $ 170,081.50 $ 569.63 3,602.44 - 0 - 97.00 4,269.07 119,816.94 50,000.00 2,122.12 1,228.00 - 0 - 1,246.89 TOTAL ASSETS LIABILITIES, RESERVES AND FUND BALANCE LIABILITIES Accounts payable Payroll taxes payable Playground account Due to Florida Police Academy RESERVES Reserve for uncollected taxes Reserve for encumbrances FUND BALANCE TOTAL LIABILITIES, RESERVES AND FUND BALANCE $ 417.32 52,416.00 $ 52,833.32 $ 112,979.11 - 0 - - 0 - 1973 1,897.61 20.00 $ 176,331.56 $ 1,239.86 1,869.96 36.11 47.00 3,192.93 $ - 0 - - 0 - - 0 - $ 173,138.63 $170_,081.50 $ 176 See accompanying notes to financial statements. 3. CITY OF EDGEWATER, FLORIDA GENERAL FUND ANALYSIS OF CHANGES IN FUND BALANCE FOR THE YEAR ENDED SEPTEMBER 30, 1.97 FUND BALANCE - October 1, 1973 ADD Unrecorded accounts payable - 9/30/73 To record petty cash on general ledger To adjust playground account for recreation expenditure DEDUCT Unrecorded accounts payable - 9/30/74 Excess expenditures over revenue Reserve for encumbrances FUND BALANCE - September 30, 1974 $ 1,239.86 150.00 36.11 $ 569.63 8,599.86 52,416.00 See accompanying notes to financial statements. $ 173,138.63 1,425.97 $ 174,564.60 61,585.49 112,979.11 4. CITY OF EDGEWATER, FLORIDA GENERAL FUND STATEMENT OF REVENUE - ESTIMATED AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1974 ACTUAL ESTIMATED ACTUAL OVER (UNDER) REVENUE REVENUE ESTIMATED PROPERTY TAXES $ 119,121.00 $ 122,999.44 $ 3,878.44 LICENSES AND PERMITS Building permits Electric permits Plumbing permits Business and occupational licenses Beverage licenses Mobile home tags Mechanical inspection FINES AND FORFEITURES FRANCHISE TAXES GARBAGE AND TRASH COLLECTIONS RENTAL INCOME Community Center Office rent INTERGOVERNMENTAL REVENUE Additional U cigarette tax County occupational license rebate State revenue sharing Municipal fuel tax rebate MISCELLANEOUS REVENUE APPROPRIATED FUND BALANCE TOTALS TOTAL REVENUE LESS: APPROPRIATED FUND BALANCE NET REVENUE TOTAL EXPENDITURES EXCESS EXPENDITURES OVER REVENUE $ 5,500.00 2,150.00 1,149.00 $ 9,930.00 4,308.15 2,995.00 $ 4,430.00 2,158.15 1,846.00 2,000.00 2,000.00 5,000.00 - 0 - 17,799.00 $ 25,850.00 $ 19,500.00 $ 41,000.00 $ 750.00 1,200.00 1,950.00 7,137.50 2,234.40 5,542.62 1,403.00 33,550.67 $ 28,193.00 $ 26,555.50 $ 46,556.55 $ 676.50 1,200.00 $ 1,876,50 5,137.50 234.40 542.62 1,403.00 15,751.67 $ 2,343.00 $ 7,055.50 $ 5,556.55 $ (73.50) -0- 73.50 $ 16,500.00 $ 15,988.01 $ (511.99) 450.00 80,000.00 - 0 - 96,950.00 $ 3,000.00 $ 114,000.00 $ 439,170.00 3,243.71 109,724.15 1,306.70 130,262.57 $ 12,276.31 $ 114,000.00 $ 516,270.54 2,793.71 29,724.15 1,306.70 33,312.57 $ 516,270.54 114,000.00 $ 402,270.54 410,870.40 See accompanying notes to financial statements. $ 9,276.31 $ - 0 - 77 ,100.54 0 CITY OF EDGEWATER, FLORIDA PAGE I OF 3 GENERAL FUND STATEMENT OF ACTUAL AND ESTIMATED EXPENDITURES FOR THE YEAR ENDED SEPTEMBER 30, 1974 PUBLIC WORKS Garbage Department: Salaries Repairs and truck expense Miscellaneous Dump maintenance New equipment Sinking Fund Road Maintenance: Salaries Tractor and truck expense New equipment Miscellaneous Street Paving and Improvements Tools and Barn Equipment $ 46,000.00 6,000.00 800.00 3,000.00 8,980.00 100.00 T -- 64,880.00 $ 48,828.73 7,074.35 924..33 5,671.87 - 0 - - 0 - 62,499.28 $ (2,828.73) (1,074.35) (124.33) (2,671.87) 8,980.00 100.00 $ 2,380.72 $ 35,000.00 8,000.00 15,516.00 3,000.00 61,516.00 $ 30,290.86 9,759.14 15,205.00 2,909.76 58,164.76 21,152.00 $ 9,516.42 $ 1,288.00 $ 74.39 $ 4,709.14 (1,759.14) 31100 90.24 3,351.24 $ 11,635.58 $ 1,213.61 See accompanying notes to financial statements. 6. APPROPRIATIONS ACTUAL EXPENDITURES ACTUAL (OVER) UNDER ESTIMATED GENERAL GOVERNMENT Mayor, Judge, Council and City Manager $ 10,600.00 $ 9,859.43 $ 740.57 City Clerk 4,000.00 4,90126 (901.26) Office employees 16,400.00 20,805.40 (4,405.40) Attorney 7,000.00 9,215.54 (2,215.54) Elections 1,000.00 1,600.80 (600.80) Office expense 5,000.00 9,499.17 (4,499.17) ko Miscellaneous 8,000.00 4,896.12 3,103.88 Auditor 1,500.00 5,501.80 (4,001.80) Insurance 12,000.00 14,972.68 (2,972.68) Building inspector 8,800.00 7,858.55 941.45 City Hall maintenance 4,000.00 3,465.38 534.62 Social Security 20,153.00 14,142.65 6,010.35 Codification 10,000.00 12,000.00 (2,000.00) ' Health insurance 5,000.00 3,495 92 1,504.08 Building and Remodeling f Fund 3,000.00 - 0 - 3,000.00 Publications 2,000.00 581.07 1,418.93 New equipment 2,000.00 - 0 - 2,000.00 Administrator 115.00 - 0 - 115.00 TOTAL GENERAL GOVERNMENT $ 120,568.00 $ 122,795.77 $ (2,227.77 PUBLIC WORKS Garbage Department: Salaries Repairs and truck expense Miscellaneous Dump maintenance New equipment Sinking Fund Road Maintenance: Salaries Tractor and truck expense New equipment Miscellaneous Street Paving and Improvements Tools and Barn Equipment $ 46,000.00 6,000.00 800.00 3,000.00 8,980.00 100.00 T -- 64,880.00 $ 48,828.73 7,074.35 924..33 5,671.87 - 0 - - 0 - 62,499.28 $ (2,828.73) (1,074.35) (124.33) (2,671.87) 8,980.00 100.00 $ 2,380.72 $ 35,000.00 8,000.00 15,516.00 3,000.00 61,516.00 $ 30,290.86 9,759.14 15,205.00 2,909.76 58,164.76 21,152.00 $ 9,516.42 $ 1,288.00 $ 74.39 $ 4,709.14 (1,759.14) 31100 90.24 3,351.24 $ 11,635.58 $ 1,213.61 See accompanying notes to financial statements. 6. CITY OF EDGEWATER, FLORIDA PAGE 2 OF 3 GENERAL FUND , STATEMENT OF ACTUAL AND ESTIMATED EXPENDITURES FOR THE YEAR ENDED SEPTEMBER 30, 1974 - ACTUAL ACTUAL (OVER) UNDER APPROPRIATIONS EX PENDITURES ESTIMATED PU BLIC WORKS - (continued) .r Drainage: Salaries $ 8,000.00 $ 1,976.94 $ 6,023.06 Supplies 2,388.00 165.33 2,222.67 New equipment 7,000.00 1,000.00 - 0 - 50.50 7,000.00 949.50 Miscellaneous 18,388.00 T 2,192.77 $ 16,195.23 TOTAL PUBLIC WORKS $ 167,224.00 $ 132,447.62 $ 34,776.38 PUBLIC SAFETY Humane Society u fl I Street Lights Police Department: Salaries Car expense Telephone Radio service Supplies Miscellaneous Prisoner fees New equipment Sinking Fund Building Fund Capital outlay Civil Defense Fire Department: Salaries Truck expense New equipment Telephone Electric Insurance Miscellaneous Sinking Fund Fire Hydrants Emergency and Contingency TOTAL PUBLIC SAFETY $ 1,383.00 $ 1,100.00 $ 283.00 $ 20,088.00 $ 16,272.47 $ 3,815.53 $ 66,000.00 6,900.00 200.00 500.00 1,000.00 600.00 1,500.00 4,000.00 48.00 100.00 115.00 115.00 $ 81,078. FO $ 69,841.44 10,129.72 260.63 4,048.89 2,511.60 2,136.70 1,515.00 8,680.13 -0- -0- 951.85 100,075. 6 $ (3,841.44) (3,229.72) (60.63) (3,548.89) (1,511.60) (1,536.70) (15.00) (4,680.13) 48.00 100.00 115.00 836.85) ( 18,997.96 ) $ 5,816.00 300.00 1,300.00 800.00 300.00 1,000.00 1,000.00 50.00 10,566.00 $ 5,200.00 $ 15,500.00 $ 133,815.00 $ 6,142.35 1,594.41 3,540.96 1,110.12 998.91 343.25 2,019.51 -0- 15,749.51 $ 5,212.50 $ 150.00 $ 138,560.44 See accompanying notes to financial statements. $ (326.35) (1,294.41) (2,240.96) (310.12) (698.91) 656.75 (1,019.51) 50.00 5,183.51 $ (12.50 $ 15,350.00 $ (4,745.44 7. M 1 r e 1 1 1 1 1 1 CITY OF EDGEWATER, FLORIDA GENERAL FUND STATEMENT OF ACTUAL AND ESTIMATED EXPENDITURES FOR THE YEAR ENDED S EPTEMBER 30, 1974 PARKS AND RECREATION Salaries Materials and maintenance New equipment Miscellaneous Sinking Fund TOTAL PARKS AND RECREATION COMMUNITY CENTER Salaries Utilities Miscellaneous New equipment Sinking Fund TOTAL COMMUNITY CENTER LIBRARY Salaries Books Miscellaneous Utilities New equipment Building Fund TOTAL LIBRARY EQUIPMENT RENEWAL AND REPLACEMENT FUND TOTALS ACTUAL APPROPRIATIONS EXPEND 800,00 $ 1,000.00 2,092.00 1,500.00 100.00 PAGE 3 OF 3 ACTUAL (OVER) UNDER ESTIMATED 403.64 (157.48) (4,849.84) (514.48) 100.00 5 5,492.00 $ 10,510.16 $ (5,018.16 $ 1,900.00 $ 900.00 1,500.00 1,556.00 100.00 5,956.00 $ 6,134.71 $ (178.71 $ 500.00 $ - 0 - $ 500.00 200.00 - 0 - 200.00 250.00 421.70 (171.70) 50.00 - 0 - 50.00 1,000.00 - 0 - 1,000.00 3,000.00 - 0 - 3,000.00 $ 5,000.00 $ 421.70 $ 4,578.30 $ 1,115.00 $ - 0 - $ 1,115.00 $ 439,170.00 $ 410,870 $_28�299�._60 See accompanying notes to financial statements. 396.36 $ 1,157.48 6,941.84 2,014.48 - 0 - - 0 - $ 1,423.76 3,997.65 713.30 - 0 - - 1,900.00 (523.76) (2,497.65) 842.70 100.00 1 1 1 1 FEDERAL REVENUE SHARING FUND CITY OF EDGEWATER, FLORIDA FEDERAL REVENUE SHARING FUND BALANCE SHEET SEPTEMBER 30, 1974 AND 1973 1974 ASSETS LIABILITIES AND FUND BALANCE Cash Construction in progress TOTAL ASSETS 1973 $ 62,472.54 $ 30,339.60 1,455.50 - 0 - $ 63,928.04 $_ 30,339.60 - 0 - $ 749.05 LIABILITIES Payroll taxes payable FUND BALANCE Appropriated Unappropriated TOTAL LIABILITIES AND FUND BALANCE R $ 63,592.00 $ 29,264.00 336.04 326.55 $� 63,928.04 29,590.55 1 63,928.04 $ 30,339.60 ANALYSIS OF CHANGES IN FUND BALANCE FOR THE YEAR ENDED SEPTEMBER 30, 1974 FUND BALANCE - October 1, 1973 $ 326.55 ADD Actual revenue $ 47,838.00 Adjustment for completed capital and operating expenditures cost variance 9.49 47,847.49 $ 48,174.04 DEDUCT Restriction of fund balance for approved capital and operating expenditures 47,838.00 FUND BALANCE - September 30, 1974 $ _ 336.04 See accompanying notes to financial statements. 9• CITY OF EDGEWATER, FLORIDA FEDERAL REVENUE SHARING FUND ANALYSIS OF CHANGES IN APPROPRIATED FUND BALANCE FOR THE YEAR ENDED SEPTEMBER 30, 1974 BALANCE - October 1, 1973 ADD Appropriated fund balance for approved capital and operating expenditures DEDUCT Completed capital projects $ 3,504.03 Operating expenditures 9,996.48 Adjustment for completed capital and operating expenditures cost variance 9.49 B ALANCE - September 30, 1974 See accompanying notes to financial statements. .1 .1 $ 29,264.00 47,838.00 $ 77,102.00 13,510.00 $ 63,592.00 10. CITY OF EDGEWATER, FLORIDA FEDERAL REVENUE SHARING FUND STATEMENT OF REVENUE - ESTIMATED AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1974 — A CTUAL ESTIMATED ACTUAL OVER (UNDER) REVENUE REVENUE ESTIMATED Entitlement Period IV $ 47,838.00 $ 47,838.00 $ - 0 - TOTALS 3 ... 47,838.00 $ 47,838.00 $ - 0 - M 1 STATEMENT OF ACTUAL AND ESTIMATED EXPENDITURES ' FOR THE YEAR ENDED SEPTEMBER 30, 1974 ACTUAL ACTUAL (OVER) UNDER APPROPRIATIONS EXPENDITURES ESTIMATED CAPITAL EXPENDITURES $ 3,510.00 $ 3,504.03 $ 5.97 0 Public Safety TOTAL CAPITAL EXPENDITURES OPERATING EXPENDITURES Public Safety TOTAL OPERATING EXPENDITURES TOTALS $ 3,510.00 $ 3,504.03 $ 5.97 $ 10,000.00 $ 9,996.48 $ 3.52 $ 10,000.00 $ 9,996.48 $ 3.52 $ _13,510.00 $ 13,500.51 $ 9.49 Yom �s -- See accompanying notes to financial statements. 11. WATER AND SEWER SYSTEM FUNDS r p n n v D D c O c a n W (D - Q = (n c< n — (D c+ c+ - 5 O r O n a El — = --A (D n (D c — M = c+ cn m (D c+ (n (n c+ V) n a a - a (D to - a E3 x a I (D a (D (D << a << c+ cn a a (D CT 0-1 p T a (D c (D 0 (< (D a d I _0 IT O z cn (D (D -- c+ c Q) cn (D 0- b4 W N Cn co cn N� 10 -__j NO cnLDco N O 4�!- t.0 O O O O 1—� CD C) (11 b4 O w, i N l0 lD V N Cn V 00 N 4J- W O O O - , 1 �-- O cn w 01 b4 W cn 00 O -A O O O O O b4 N Cn N ON i N b� 1W N 0 n — v 3mn—n Wf*O tDV —' w 1-'O W-A 0700 01 V 4�1 w0�---•4�:- O1Nr+O 1 co O W co 0 CD M li = cn a a c+ D 0 < to C" O A O CO vl to c+ (D c+ (D =" W 00 c+ • • c+ - 1 fi7 O to D N O S n -- 3 c r r v c �• O a a CD 3 A •- O vl t--• n a cn — M � (D Z D I'D c+ n c+ c+ cn m n W •A — n cn a c+ M N I O c (D = Z a to Vl r O :3 7; � d- (D n O w O J< n n 1 cn (D O OD a 70 c -- c a Q m z c+ (D - D < = c+ � V) D - a (D _0 a ci- ::c ., V) - S 0 — O In n m W V1 O z << — O -i m t�o 0- O (D - 1 N m -A Z (D c (D c+ . • N V) (D - 0 (D Z5 n Z m m cn Z < (D m 70 N (D N (D — CD C n < W z m D c+ W - m L" a o 0 D r l rD Z T O A M C :3 1 ON i N b� 1W N 0 of cn ko N t.0 -P� N Wf*O tDV —' w 1-'O W-A 0700 01 V 4�1 w0�---•4�:- O1Nr+O 1 co O W co 0 CD M I1(-" I 1-- Ov 4�- OO MCn Rn W O (n 1---+ O cn V A I'll) N cn b4 N N w al v 4�1 a✓ w 1 O O li Lo C" O A O CO v V Ol 00 a, lD C D N O O O W CO 1 a v v O v 41 O cn ff� O vl t--• cn w I'll) N cn L w al v 4�1 a✓ w 1 O O li Lo V m b4 D Vi m --i cn L D 10 li r Ol m m Ol O> 7 CD co (� T –� b4 A N CO N V co I'D l.D - P 1 00 •A I N w m N I CO CD I C:) CD 1 CD OD O w O V D Vi m --i cn 77 Z Z m � Z1 m T (n z Q 70 m v T r c D z n C) m 3 m Z ---i C O Z N T -1 C �7 Z C Q n --I O Z L D r m CD T –� A z r V) Q p m O N T V) - Ti -� co m m A :E m OD a 70 m z m � ;a n (n CD m m D T C W V'7 -i TmmO (n -4 m m ;a z A c m 3 V Q--im m Z D> V r W z 4�- D O Q r � r 1—� ED T A C N Z r-a p Z 1 - + W V1 77 Z Z m � Z1 m T (n z Q 70 m v T r c D z n C) m 3 m Z ---i C O Z N T -1 C �7 Z C Q n --I O Z 0 0 0 0 lz: M 0 0 0 N O Izzl afl M to M Ln i mot' Ol � ry 0') d O0 co O LL7 I Ln lD ti4 O r O O .zzt LD O lD LO 0 N O O M ri O O .--1 zzj tD O S ID LO CD r�:Zt NO CONOO Ln M r" m .4 N N C C O O N •r •r 4-- N (A r C � • N � a) O+- a X X a) (L) a a) (a) a) O C C •r •r i a) a) N -+j 3 3(10 a)a) C 3 N N S] a) a) ro C -0 -0 ro ro ro ro O_ N +-) 4- 4- C ro (1) a) O 3 D� 0:: no t,4 LO rn 0 N rz N Ln O Ln O ( .D r— LO .-•-r b4 V) W i-- J CO Q J J Q F- C) Z Q N W U Z Q J Q m 0 Z LL- L/) W W (n W O M O r+ M 00 Cl) O Cl Lc r� LO O - • O lD 0') O N r- 1' LO 00 Mr�CO C L' C n Lr) N O M CO r1 . 1 4- N O 4- O N a) O 4 C N •� a) i i U ro O a) 4- r0 r � Q) ro Q) > C a) - v ro (A C 4- (1) D a) cy- L.L. = 0 0 0 N ct r\ N c 001 o Ct �j M rai M M Ln r� 0 m O_j O' N L ) Ali aril N„ co OI� MI NI D A-% Ln W U N Z U' 4 Z ^ J r- (n Q Z W m C�I- �-r Q t] W J � � LL W co Z r� N Q J W �- W JtYcl� W F- (n cn O W Z F = Q N i- Q) a) rd N r6 U C ro C 4-- O 4-) (A a) +-) O C O) r O_ O U U ro (L) (3) V) 12. CITY OF EDGEWATER, FLORIDA WATER AND SEWER SYSTEM REVENUE AND OPERATING FUND BALANCE SHEET LIABILITIES Accounts payable Payroll taxes payable Customers meter deposits Due to Water and Sewer System Bond Interest and Sinking Fund Due to General Fund Refundable water line extensions Refundable sewer line extensions Bonds payable RETAINED EARNINGS TOTAL LIABILITIES AND RETAINED EARNINGS $ 780.16 $ 2,257.55 973.73 516.06 25,954.05 23,985.85 - 0 - 222.00 13,246.41 17,025.60 1,469,000.00 1,527,201.95 $ 482,988,79 2,847.00 - 0 - 5,828.85 17,419.96 1,503,000.00 1,555,855.27 $ 449,247.80 2 010,190.74 $ 2 005,103.07 60 See accompanying notes to financial statements. 13. SEPTE MBER 30, 1974 AND 1973 1974 1973 ASSETS CURRENT ASSET Cash $ 57,607.53 $ 75,230.78 Customers accounts receivable 7,821.05 6,738.40 Material and supply inventory - 8,448.41 4,484.95 at cost Due from Water and Sewer System - G - 477.40 r. Renewal and Replacement Fund 86,931.53 73,876.99 PLANT IN SERVICE (Note 2) Water Plant and Distribution System $ 382,315.14 $ 380,094.80 Water Plant improvements 55,685.24 55,685.24 Line extensions - water Equipment 214,145.74 23,835.69 181,022.08 14,611.52 - water Land - Sewer Disposal Plant 12,000.00 12,000.00 Sewer System 1,465,338.08 1,457,764.04 Water tank n2 20,473.86 20,473.86 Sewer System - Silver Ridge 16,520. 2,190,313.75 16,520.00 2,138,171.54 less: accumulated depreciation 254,000.00 1,936,313.75 220,000.00 1,918,171.54 TOTAL ASSETS 2 ,010 ,190.74 $_ 2,005,103.07 LIABILITIES AND RETAINED EARNINGS LIABILITIES Accounts payable Payroll taxes payable Customers meter deposits Due to Water and Sewer System Bond Interest and Sinking Fund Due to General Fund Refundable water line extensions Refundable sewer line extensions Bonds payable RETAINED EARNINGS TOTAL LIABILITIES AND RETAINED EARNINGS $ 780.16 $ 2,257.55 973.73 516.06 25,954.05 23,985.85 - 0 - 222.00 13,246.41 17,025.60 1,469,000.00 1,527,201.95 $ 482,988,79 2,847.00 - 0 - 5,828.85 17,419.96 1,503,000.00 1,555,855.27 $ 449,247.80 2 010,190.74 $ 2 005,103.07 60 See accompanying notes to financial statements. 13. 1 1 1 L 1 ig CITY OF EDGEWATER, FLORIDA WATER AND SEWER SYSTEM REVENUE AND OPERATING FUND ANALYSIS OF CHANGES IN RETAINED EARNINGS FOR THE YEAR ENDED SEPTEMBER 30, 1974 RETAINED EARNINGS, AS PREV REPORTED - October 1, 1973 Less: Prior period adjustments (Note 1) RETAINED EARNINGS, AS RESTATED - October 1, 1973 ADD Fixed assets from the Water and Sewer System Renewal and Replacement Fund Unrecorded accounts payable - 9/30/73 $ 46,527.24 2,257.55 $ 14,263.64 780. ® DEDUCT Net loss Unrecorded accounts payable - 9/30/74 RETAINED EARNINGS - September 30, 1974 IN ■ a See accompanying notes to financial statements. $ 669,247.80 220,000.00 $ 449,247.80 48,784.79 $ 498,032.59 15,043.80 $ 482,988,79 14. CITY OF EDGEWATER, FLORIDA WATER AND SEWER SYSTEM REVENUE AND OPERATING FUND STATEMENT OF REVENUE AND EXPENSE FOR THE YEAR ENDED SEPTEMBER 30, 1974 OPERATING REVENUES Water sales $ 78,466.65 Water connection charges 7,950.00 Water service charges 1,220.05 Hydrant rental 5,212.50 Miscellaneous - water 141.52 Nonrefundable water lane extensions 3,634.20 Sewer service charges 69,283.95 Sewer connection charges 3,700.00 Miscellaneous - sewer 132.42 Impact fees 800.00 TOTAL OPERATING REVENUES $ 170,541.29 LESS: OPERATING EXPENSES BEFORE DEPRECIATI - Page 19 Water Department $ 46,471.87 Sewer Department 48,612.84 95,084.71 NET OPERATING INCOME BEFORE DEPRECIATION $ 75,456.58 LESS: DEPRECIATION EXPENSE 34,000.00 NET OPERATING INCOME $ 41,456.58 ADD: NONOPERATING INCOME Utility taxes $ 65,251.44 Inventory adjustment 3,963.46 TOTAL NONOPERATING INCOME 69,214.90 TOTAL INCOME $ 110,671.48 LESS: NONOPERATING EXPENSES Bond interest expense $ 59,944.04 Transfer to Water and Sewer System Renewal and Replacement Fund 30,991.08 Transfer to Water and Sewer System Construction Fund 34,000.00 TOTAL NONOPERATING EXPENSES 124,935.12 NET LOSS TO RETAINED EARNINGS $ (14,263.64 See accompanying notes to financial statements. 15. CITY OF EDGEWATER, FLORIDA WATER AND SEWER SYSTEM REVENUE AND OPERATING FUND STATEMENT OF CHANGES IN FINANCIAL POSITION FOR THE YEAR ENDED SEPTEMBER 30, 1974 FUNDS WERE PROVIDED BY Net operating income before depreciation $ 75,456.58 Nonoperating income 69,214.90 .r Transfer of equity in fixed assets from Water and Sewer System Renewal and Replacement Fund 46,527.24 Increase in recorded liabilities 6,824.07 TOTAL FUNDS PROVIDED FUNDS WERE APPLIED TO Nonoperating expenses $ 124,935.12 r. Retirement of revenue bond 34,000.00 Increase in current noncash assets 4,568.71 Fixed asset additions 52,142.21 TOTAL APPLICATIONS OF FUNDS DECREASE IN CASH FUNDS DURING YEAR BALANCE - October 1, 1973 r. BALANCE - September 30, 1974 M M r r.� M See accompanying notes to financial statements. $ 198,022.79 215,646.04 $ 17,623.25 75,230.78 $ 57,607.53 16. so M M CITY OF EDGEWATER, FLORIDA WATER AND SEWER REVENUE FUND STATEMENT OF REVENUE - ESTIMATED AND ACTUAL i FOR THE YEAR ENDED SEPTEMBER 30, 1974 ACTUAL ESTIMATED ACTUAL OVER (UNDER) REVENUE REVENUE ESTIMATED i WATER DEPARTMENT Water sales i Connection charges Service charges Hydrant rentals Nonrefundable line extensions Miscellaneous SEWER DEPARTMENT Sewer service charges Connection charges Impact fees Miscellaneous �d NONOPERATING REVENUE Utilities taxes Interest on investments Inventory adjustment $ 8,466.65 1,800.00 (279.95) 12.50 3,634.20 358.48) 13,27 .92 $ 383.95 (350.00) 800.00 17.58) 816.37 $ 10,251.36 (9,000.00) 3,963.46 5,21 .82 $ 19,306.11 TOTALS FOR THE YEAR ENDED SEPTEMBER 30, 1974 ACTUAL ACTUAL (OVER) UNDER APPROPRIATIONS EXPENDITURES ESTIMATED $ 78,466.65 7,950.00 1,220.05 5,212.50 3,634.20 141.52 96,62 $ 69,283.95 3,700.00 800.00 132.42 73,916.37 $ 65,251.44 - 0 - 3,963.46 69,214.90 $ 239,756.19 STATEMENT OF ACTUAL AND ESTIMATED EXPENDITURES Total operation and maintenance $ 70,000.00 6,150.00 1,500.00 5,200.00 - 0 - 500.00 83,350.00 $ 68,900-00 4,050.00 - 0 - 150.00 73,100.00 $ 55,000.08 9,000.00 - 0 - 64,000.08 220,450.08 $ 95,514.96 $ 100,699.68 $ (5,184.72) 93,944.04 93,944.04 - 0 - 30,991.08 30,991.08 - 0 - - 0 - 34,000.00 (34,000.00 $ 220,450.08 $ 259 $ (39,184.72 1 See accompanying notes to financial statements. 17. i appropriations Water and Sewer System Bond and Interest Sinking Fund Water and Sewer System Renewal and Replacement Fund Water and Sewer System Construction Fund ' TOTALS 1 See accompanying notes to financial statements. 17. i CITY OF EDGEWATER, FLORIDA WATER AND SEWER OPERATING FUND STATEMENT OF REVENUE - ESTIMATED AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1974 ESTIMATED ACTUAL REVENUE REVENUE Transfer from Water and Sewer Revenue Fund y TOTALS ACTUAL OVER (UNDER) ESTIMATED $ 95,514.96 $ 100,699.68 $ 5,184.72 _95,514.96 $ 100,699.68 $ 5,184.72 See accompanying notes to financial statements. IN M CITY OF EDGEWATER, FLORIDA WATER AND SEWER OPERATING FUND STATEMENT OF ACTUAL AND ESTIMATED EXPENDITURES FOR THE YEAR ENDED SEPTEMBER 30, 1974 ACTUAL ACTUAL (OVER) UNDER APPROPRIATIONS EXPENDITURES ESTIMATED OPERATING EXPENDITURES Water Department: Salaries $ 29,000.00 $ 23,923.94 $ 5,076.06 Payroll taxes 1,700.00 1,345.57 354.43 . Electrical power 5,000.00 6,590.54 (1,590.54) Chemicals 1,800.00 4,132.20 (2,332.20) Supplies 587.00 298.93 288.07 Truck expense 1,000.00 791.93 208.07 Repairs and replacements 5,000.00 2,429.04 2,570.96 Telephone 350.00 410.45 (60.45) Printing 527.96 784.57 (256.61) Professional services 1 3,485.00 (2,485.00) Insurance 1,500.00 - 0 - 1,500.00 Tank maintanance 1 - 0 - 1 Equipment rental 300.00 227.30 72.70 Office space rental 600.00 600.00 - 0 - Miscellaneous and employee insurance 3,000.00 1,452.40 1,547.60 TOTAL $ 52,364.96 $ 46,471.87 $ 5,893.09 Sewer Department: Salaries $ 21,000.00 $ 20,544.97 $ 455.03 Payroll taxes 1,230.00 1,133.14 96.86 Electrical power 5,500.00 8,075.59 (2,575.59) Chemicals 2,500.00 3,601.41 (1,101.41) r Supplies 600.00 707.26 (107.26) Truck expense 300.00 742.48 (442.48) Repairs and replacements 1,800.00 2,433.16 (633.16) Telephone 120.00 129.83 (9.83) Printing and office supplies 400.00 948.13 (548.13) Professional services 1,000.00 8,955.86 (7,955.86) .r Insurance 1,000.00 - 0 - 1,000.00 Equipment rental 200.00 239.40 (39.40) Office space rental 600.00 600.00 - 0 - Miscellaneous and employee insurance 2,900.00 501.61 2,398.39 TOTAL $ 39,150.00 $ 48,612.84 $ (9,462.84 TOTAL OPERATING EXPENDITURES $ 91,514.96 $ 95,084.71 $ (3,569.75 CAPITAL EXPENDITURES r ' Water Department $ 500.00 $ 2,864.68 $ (2,364.68) Sewer Department 3,500.00 2,750.29 749.71 TOTAL CAPITAL �. EXPENDITURES $ 4,000.00 $ 5,614.97 $ (1,614.97 TOTAL EXPENDITURES 95,514.96 $ 100 (5,184.72 See accompanying notes to financial statements. 19. M CITY OF EDGEWATER, FLORIDA WATER AND SEWER SYSTEM BOND AND INTEREST SINKING FUND BALANCE SHEET SEPTEMBER 30, 1974 AND 1973 M ANALYSIS OF CHANGES IN FUND BALANCE No FOR THE YE AR ENDED SEPTEMBER 30, 1974 mi FUND BALANCE - October 1, 1973 $ 45,496.07 ADD Transfer from Water and Sewer go Revenue Fund 93,944.04 $ 139,440.11 DEDUCT Bonds redeemed $ 34,000.00 Interest on bonds 59,931.98 93,931.98 FUND BALANCE - September 30, 1974 $ 45,508.13 See accompanying notes to financial statements. 20 M 1974 1973 ASSETS Cash $ 61,730.46 $ 50,482.07 Investments - at cost 91,610.67 92,167.00 Due from Water and Sewer System Revenue and Operating Fund - 0 - 2,847.00 r TOTAL ASSETS $ 153,341.13 $ 145,496.07 LIABILITIES, RESERVES AND FUND BALANCE LIABILITIES $ - 0 - $ - 0 - RESERVES Reserve for life of bonds $ 107,833.00 $ 100,000.00 FUND BALANCE $ 45,508.13 $ 45,496.07 TOTAL LIABILITIES, RESERVES AND FUND BALANCE $ 153,341.13 $ 145,496.07 M ANALYSIS OF CHANGES IN FUND BALANCE No FOR THE YE AR ENDED SEPTEMBER 30, 1974 mi FUND BALANCE - October 1, 1973 $ 45,496.07 ADD Transfer from Water and Sewer go Revenue Fund 93,944.04 $ 139,440.11 DEDUCT Bonds redeemed $ 34,000.00 Interest on bonds 59,931.98 93,931.98 FUND BALANCE - September 30, 1974 $ 45,508.13 See accompanying notes to financial statements. 20 M CITY OF EDGEWATER, FLORIDA WATER AND SEWER SYSTEM BOND AND INTEREST SINKING FUND STATEMENT OF CASH RECEIPTS AND DISBURSEMENTS FOR THE YEAR ENDE SEPTEMBER 30, 1974 CASH BALANCE - October 1, 1973 RECEIPTS Transfer from Water and Sewer Revenue Fund U. S. Treasury Bills redeemed Interest income TOTAL RECEIPTS TOTAL CASH AVAILABLE DISBURSEMENTS Bonds redeemed Interest on bonds U. S. Treasury Bills purchased TOTAL DISBURSEMENTS CASH BALANCE - September 30, 1974 $ 96,791.04 92,167.00 7,833.00 $ 34,000.00 59,931.98 91,610.67 See accompanying notes to financial statements. $ 50,482.07 196,791.04 $ 247,273.11 185,542.65 $ 61,730.46 21. CITY OF EDGEWATER, FLORIDA WATER AND SEWER SYSTEM RENEWAL AND REPLACEMENT FUND BALANCE SHEET SEPTEMBER 30, 1974 AND 1 973 1974 1973 ASSETS Cash $ 11,946.68 $ 8,852.42 Investments - at cost - 0 - 11,000.00 TOTAL ASSETS $ 11,946.68, 19,852.42 LIABILITIES AND FUND BA LANCE LIABILITIES Water and sewer Withholding tax Due to Water an FUND BALANCE line deposits $ 5,874.13 payable 25.42 J Sewer Revenue Fund - 0 - 5,899.55 $ 6,047.13 TOTAL LIABILITIES AND FUND BALANCE $ 11,946.68 ANALYSIS OF CHANGES IN FUND BALANCE FOR THE YEAR ENDED SEPTEMBER 30, 1974 FUND BALANCE - October 1, 1973 ADD Transfer from Water and Sewer Revenue Fund Water and sewer line extension contributions Interest on investments Decrease in liability due to Water and Sewer Revenue Fund $ 30,991.08 7,000.00 605.00 477.40 DEDUCT Water line extensions $ 35,344.00 Sewer system extensions 7,574.04 Purchase of new equipment 3,609.20 Water and sewer line deposits 5,874.13 FUND BALANCE - September 30, 1974 See accompanying notes to financial statements. $ -0- -0- 477.40 477 .40 $ 19,375.02 $ 19 ,852.42 $ 19,375.02 39,073.48 $ 58,448.50 52,401.37 $ 6,047.13 22. CITY OF EDGEWATER, FLORIDA WATER AND SEWER SYSTEM RENEWAL AND REPLACEMENT FUND STATEMENT OF CASH RECEIPTS AND DISBURSEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 1974 CASH BALANCE - October 1, 1973 RECEIPTS Transfer from Water and Sewer Revenue Fund $ 30,991.08 Water and sewer line deposits 7,000.00 Interest on investments 605.00 Payroll taxes withheld 25.42 Redemption of Certificates of Deposit 11,000.00 TOTAL RECEIPTS TOTAL CASH AVAILABLE DISBURSEMENTS Water line extensions $ 35,344.00 Sewer system extensions 7,574.04 Purchase of new equipment 3,609.20 TOTAL DISBURSEMENTS CA B - September 30, 1974 See accompanying notes to financial statements. $ 8,852.42 49 ,621.50 $ 58,473.92 46,527.24 $ 11,946.68 23. CITY OF EDGEWATER, FLORIDA WATER AND SEWER SYSTEM CONSTRUCTION FUND BALANCE SHEET SEPTEMBER 30, 1974 ASSETS Cash EPA Grant receivable Construction in progress TOTAL ASSETS $ 9,421.87 29,860.00 88.138.13 $ 127 ,420.00 LIABILITIES AND FUND BALANCE LIABILITIES Due to General Fund Contracts payable - retained percentage FUND BALANCE TOTAL LIABILITIES AND FUND BALANCE $ 35,000.00 8,400.00 $ 43,400.00 84,020.00 5 127,420.00 ANALYSIS OF CHANGES IN FUND BALANCE FOR THE YEAR ENDED SEPTEMBER 30, 1974 FUND BALANCE - October 1, 1973 ADD Transfer from Water and Sewer Revenue Fund $ 34,000.00 EPA Grant 50,020.00 DEDUCT FUND BALANCE - September 30, 1974 See accompanying notes to financial statements. $ - 0 - 84,020.00 $ 84,020.00 - 0 - $ 84,020.00 24. CITY OF EDGEWATER, FLORIDA WATER AND SEWER SYSTEM CONSTRUCTION FUND STATEMENT OF CASH RECEIPTS AND DISBURSEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 1974 CASH BALANCE - October 1, 1973 RECEIPTS Loan from General Fund Transfer from Water and Sewer Revenue Fund EPA Grant TOTAL RECEIPTS TOTAL CASH AVAILABLE DISBURSEMENTS Briley, Wild and Associates, Consulting Engineers McMahan Construction Company TOTAL DISBURSEMENTS CASH BALANCE - September 30, 1974 $ 35,000.00 34,000.00 20,160.00 $ 4,138.13 75,600.00 See accompanying notes to financial statements. $ - 0 - 89,160.00 $ 89,160.00 79,738.13 $ 9,421.87 25. GENERAL FIXED ASSETS GROUP OF ACCOUNTS r a CITY OF EDGEWATER, FLORIDA GENERAL FIXED ASSETS GROUP OF ACCOUNTS STATEMENT OF GENERAL FIXED ASSETS SEPTEMBER 30, 1974 AND 1973 E� im a W M GENERAL FIXED ASSETS (Note 2) Road machinery New City Hall Furniture and fixtures City barn building Maps Real estate Shell streets Shell pit Street paving Strand Road fill Traffic warning signal Traffic lights Police Department equipment Small tools and miscellaneous equipment Fire Department building Fire Department equipment Street signs Street Department equipment Library and Chamber of Commerce Library fixtures Community House Community House equipment Municipal park and pier Picnic area Communications system Municipal code Bridge New library building Drainage 1974 1973 $ 114,539.44 $ 101,359.44 38,739.76 37,681.35 14,158.75 11,375.60 5,008.85 2,983.85 80.00 80.00 52,887.52 52,887.52 4,170.44 4,170.44 2,415.70 2,415.70 298,474.35 298,474.35 3,797.00 3,797.00 22,906.85 22,906.85 4,392.55 4,392.55 35,993.53 27,554.25 5,297.74 5,297.74 24,119.90 22,317.87 45,192.68 42,152.85 5,654.95 3,310.45 31,291.46 31,291.46 7,438.23 7,438.23 9,605.00 9,605.00 24,917.82 24,917.82 10,558.07 8,568.30 35,989.35 28,241.19 664.36 664.36 2,907.42 2,907.42 5,171.51 5,171.51 4,712.03 4,712.03 31,820.94 31,820.94 51,361.92 51,361.92_ TOTAL GENERAL FIXED ASSETS INVESTMENT IN GENERAL FIXED ASSETS (Note 2) General Fund revenues Special revenue fund TOTAL INVESTMENT IN GENERAL FIXED ASSETS $ 894 $ 849,857.99 $ 886,090.14 $ 845,184.04 8,177.98 4,673.95 $ 894,268.12 $ _ 849_ See accompanying notes to financial statements. 26. M CITY OF EDGEWATER, FLORIDA PAGE 1 OF 3 GENERAL FIXED ASSETS GROUP OF ACCOUNTS STATEMENT OF CHANGES IN GENERAL FIXED ASSETS FOR THE YEAR ENDED SEPTEMBER 30, 1974 ROAD MACHINERY Balance - October 1, 1973 $ 101,359.44 Add: Case tractor $ 8,600.00 1961 Chevy 60.00 DSL tractor 4,225.00 Sidewinder 295.00 13,180.00 114,539.44 NEW CITY HALL Balance - October 1, 1973 $ 37,681.35 Add: Sun control film on windows $ 315.90 Time clock 207.48 Sod 131.25 Sprinkler system 84.78 Doorma.tic closers 319.00 1,058.41 $- 38,739.76 FURNITUR AND FIXTURES .. Balance - October 1, 1973 $ 11,375.60 Add: Office chairs and desks $ 639.00 Edisettes 757.25 Roll files and roll table 100.50 File cabinets 221.40 Adding machine 195.00 Calculator 249.00 Typewriter 621.00 2,783.15 14,158.75 .. CITY BARN BUILDING Balance - Octo er 1, 1973 $ 2,983.85 Add: Architect fees 2,025.00 5,008.85 MAPS $ 80.00 �. REAL ESTATE $ 52,887.52 SHELL STREETS $ 4,170.44 SHELL PIT $ 2,415.70 STREET PAVING $ 298,474.35 STRAND ROAD FILL $ 3,797.00 TRAFFIC WARNING SIGNAL $ 22,906.85 See accompanying notes to financial statements. 27. CITY OF EDGEWATER, FLORIDA GENERAL FIXED ASSETS GROUP OF ACCOUNTS STATEMENT OF CHANGES IN GENERAL FIXED ASSETS FOR THE YEAR ENDED SEPT 30, 1974 TRAFFIC LIGHTS POLICE DEPARTMENT EQUIPMENT Balance - October 1, 1973 Add: Visor bars Sirens and speaker Car cage 1973 Matador 1974 Plymouth Fury Roll bar Royal electric typewriter SMALL TOOLS AND MISCELLANEOUS EQUIPMENT FIRE DEPARTMENT BUILDING Balance - October 1, 1973 Add: Improvements to building FIRE DEPARTMENT EQUIPMENT Balance - October 1, 1973 Add: Hose washer, dryer and table STREET SIGNS Balance - October 1, 1973 Add: Sign posts and brackets STREET DEPARTMENT EQUIPMENT LIBRARY AND CHAMBER OF COMMERCE LIBRARY FIXTURES COMMUNITY HOUSE COMMUNITY HOUSE EQUIPMENT Balance - October 1, 1973 Add: Air conditioner Amplifier and speakers Door and frame Water cooler Drapes 311.20 576.00 170.00 3,000.00 3,728.38 169.95 4 83.75 R. 480.00 350.00 234.89 211.58 713.30 See accompanying notes to financial statements. PAGE 2 OF 3 $ 4,392.55 $ 27,554.25 8,439.28 $ 35,993.53 $ 5,297.74 $ 22,317.87 1,8 02.03 24,119.90 $ 42,152.85 3,039.83 45,192.68 $ 3,310.45 2,344 5,654.95 $ 31,291.46 $ 7,438.23 $ 9,605.00 $ 24,917.82 $ 8,568.30 1,989.77 $ 10,558.07 No CITY OF EDGEWATER, FLORIDA GENERAL FIXED ASSETS GROUP OF ACCOUNTS STATEMENT OF CHANGES IN GENERAL FIXED ASSETS FOR THE YEAR ENDE SEPTEMBER 30, 1974 MUNICIPAL_ PARK AND PIER Balance - October 1, 1973 Add: Swings and seats Multi -game court Seesaw and slides COMMUNICATIONS SYSTEM MUNICIPAL CODE BRIDGE NEW LIBRARY BUILDING DRAINAGE BALANCE - September 30, 1974 PAGE 3 OF 3 $ 28,241.19 374.43 6,903.20 470.53 7,748.16 35,989.35 $ 664.36 $ 2,907.42 $ 5,171.51 $ 4,712.03 $ 31,820.94 $ 51,361.92 $ 894,268.12 See accompanying notes to financial statements. 29. NOTES TO FINANCIAL STATEMENTS CITY OF EDGEWATER, FLORIDA NOTES TO ,FINANCIAL STATEMENTS ' SEPTEMBER 30, 1974 1. Significant accounting policies: ' Inventories are stated at cost on the basis of the "first -in, first -out" method of accounting. The effect of this method is to flow costs through the statement of income in the order in which they are purchased and to assig a balance sheet valuation more nearly at current replacement values. In accordance with the method of accounting for Enterprise Funds, the plant and equipment in service for the Water and Sewer System Revenue and Operating Fund are stated at cost or'at estimated historical cost. Depreciation, con- sisting of $34,000.00 in the current fiscal year and $220,000.00 in prior fiscal years, is determined by the amount of Series A and B Revenue Bonds retired as of September 30, 1974. Since the Revenue Bonds of this Enterprise Fund were used to construct the plant and equipment in service, the payments of principal represent the expired cost of plant and equipment in service. This method is in accordance with generally accepted accounting principles. 2. The provisions of the Florida Statutes, Chaper 71 -218, Section 167.611, more commonly referred to as Senate Bill 101, an Act relating to municipalities and requirement for an annual audit by an independent certified public accountant, set forth the duties of the municipality, among which is the responsibility for accounting for t a sse ts of the a gency from a cquisition to fi nal disposition -- _T_ e fixed assets of the General' Government, more commonly referred to as the General Fixed Assets Group of Accounts, and the fixed assets of the Water and Sewer System Revenue and Operating Fund have been properly recorded on the records of the City; however, these assets cann be specifi Cal ]_y_j__dentified,- _ nor __can__they be trac f rom a physical obs ervation to a fixed asset ledger. " T ( L' Y � 30. - J " T ( L' Y � 30. SUPPLEMENTAL INFORMATION O O O O O O 0 W 2:: LC) N O f- J J lD l0 cY Q H N M N ZD 2:: H Z W N M I� i- Z � N 4 a W � 1 U v-N 1 C `L Q) S= :3 0 Q) C •r - 0 (1) LO > Q) (O r- O Q) Cl) S- Cl) i- Q N r0 LO CO 0- O rd X bq (n > t!} S E U rZ rG ^r C d Q) OZE: r 3 >. r r0 0, Cl) d• O •r A a--) > U O •r F- to > lfl r - U 3 to N O O r- H (n (L) LO r0 O O Q) U O c (o m U N r+ J F- L >) ^ 5= O O S_ +-) - 0 O N U (3) - ts, N HH +-DLO 00 MO C1 Q) Q)•r (1) r - >)cz - 07 2:: (0 Ln •r 4FT N F= - 0 N r- r- S- QJ C S- ¢ H Q) N 4-3 LO b4 O 1 •r U O F= 0(l) J O O - S- LO — -C 4-) =3 S• +-) O S•4 - OZr•rN O W U4 - 4-- O CO o \ \ O_ O co O 0 0 4- 414 U> (O O (O 3 Ln d (D ri ri O 4 Ol Ea4b4 LL. N r Q) •r GY W QJ r ''- i� C7 S- S• 0-0 CT ¢ U (L) J •r (O W W O i 0) ^ r6 O + (0 fc$ '•"' U .• •r (0 L 4--) V) U N Q Of O O (1)4- 5.- U O •r •r 1= V) O O Cl) U U CO t> O O >� Q S- Lt i O O •r U Q) -1-) -= E (1) O Z W O U 4- U .n > O O• J H 07 > (0 L/) (-)0 LL N O >>-0 • - v) (n 4 C) W W J U 4-- (D— (0 1 .- r N CL U �-• H S- r Q) r Q) •r QJ - E >1 4-- C) C r 0) L •r S_ 0) C O U W Q W Q) 0- Q1 m C) -0 = O RS QJ r F- w V) W -'.Z O 4--) 07 -0 S r0 N F= E E - 0 r- Q ZD C) S S• X 0) c 0- -- C O CO I/ S= O 3 (J) p 1 r0 CL Q) r0 S• CO ca- 2= W r• O C O O U H C) ' LY1 U Z Q Cm Z W U- W O LL- CD W Q U O \ \ \ \ \ \ J W H H m O 0) O l 0 m m O m >- S >- J = r f - 4 - 3 ri .--1 d-- +--+ H W W IZ d N N N N N N U U I- (/) N L1_. >- LY lD Ql CO U W 1` O H CO rn ra co J 2:: O O ::D 0 J U 0- Z CD Q � } H J H CO H J 4- 4- Z 4- O O O O � Q CZ Q rLS r0 c0 c0 Cn r0 co Z f •r •r W •r O Q of O S-- O S- d O S- Z W W U Q) U Q) m:: U Q1 O O Q) Q Q) Q Q) Q W U U U U C3 d S= L 1` t V) c .c: Q CD (0 +) CO 4-) Orf Z J S- L S_ S. Z Ss• L W t--( Q O O O ::3 W O = d' cn Z (n Z Ln Z O J W e C U Cn Z H H R' H � Z W O C-0 :a: d--) O E O 4--) rt 4j to r • U 4- O a-- N N a--) O O O c tl E O U U (t3 N O to 31. N O LO t � N N to n M N 00 U O C E "a N .--1 M i b4 b4 b4 4-- O (A (a eta LL O (O •r O O O 0-a- -) (J 4. r N E O � O O a-- (0 r OJ >) C + 0 4-) 4- - a i 0 QJ •r i Y Q N O r � •r � (l7 r n- U N •r U i Y r LS Q r O W r O C O E O O r r p N— E 3 I� 1� v >, O >, b � � O a--) OOOr � N O to O Ln LO •r (o LO r� r i i b4 A O O O N N N L 4- O O O .a O-0 (n N d bF! O O O O O E O E O -0 O -a.- C) w N ^ N r r- --1 4- O (O O N E O E II.•rb4 O O O M b4 b9 b9 b4 d--) O E O 4--) rt 4j to r • U 4- O a-- N N a--) O O O c tl E O U U (t3 N O to 31. Y t � U O C E "a O "a ••- 4- 4-) i >> O i r •r 4. r 4-- O (A (a eta LL O (O •r O O O 0-a- -) (J 4. E >�•r � O O � O C + 0 4-) 4- - a O O r •r to QJ •r 4 M •r Y Q N O U U n- U � O E O i •r U O N U O r O O co m d M I� 1� M al O - ) � — d - •--1 . . N N O O N N 00 l0 M t/) (Cf N O- o E O U O M 4-- z v E ro U •r ►~+ Q U 2 =3 N v N E •r O O S.. Q C C Q a U O W rtf W O Q J U J i to i m C Q O O ►-� (0 4-) Z :3 O W > N 4- O to Z C:� (C 4- O d C `-r i •r ter t UH J W U Q d--) O E O 4--) rt 4j to r • U 4- O a-- N N a--) O O O c tl E O U U (t3 N O to 31. i IN . so an N Q W ZD CL- W O ,::- J W L.L. W W F-- rQ } 3 Ln W CO d' � W W 3 W LL- C) } Z F- Q 1-i V � W F Q 3 N Z O 03 W Z W W F- Z W W O CL' d Z Q LD Z z S LL W W H V) } Ln W 3 W Ln C) Z Q Of W F- 3 Crl r-1 } F- F- Q O Cn W W Z 1--1 M Z Q m W 0 W 0 Z O m LL. O W J O m W S U Ln d t\ Cr .--1 O M W m W F- a W N 32, r O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 <n O O O O O O O O O O O O O O O O O O O O O O O O O CD �- O O O O O O O O O O O O O O O O O O O O O O O O O d O O O O O O O O O O O O O O O O O O O O O O O O O I U O O O O O O O O O O O O O O O O O O O O O O O O O r-1 W LLZD Cl Ml0 n r� LO ' --1 Ln r�r- - 1 Ln lD LO Ln M 00 - 4 r N M .--1 Ln 1-1 o f (.0 M M Lr) . I r- M oo M 00(l) 00 N tD O cY 00 r M 00 O M M I� M F �MMMNN.�r+00010') 0000t�lDlOM "ztctMN ry W . -4 ­4 r-i r-i '--1 ,--1 r-i r-1 .-1 r-1 U C)1 cY t\ N W l0 M r- O 00 '--+ M CO . M . O .--1 M 'zd' CO r� - M O Ol O Olt\M ^00 z4 w LOco r� M r� 00n'c7'cf'M N Z . QJ , . . . 1O r LI)lDLn00Ln100000 Ln I N Q r�NNLnNr l r I ril0KZI ­400M10 Oc3 0INMM- ik.0d NI F-CL K:J-CnMl001r OGY O1.ON1001NMMN0110 O W U Z;McYMMK; ; Kz; ZYZ;MMZ; M OCS�(::OlCTOC)CDc 0 Kzt cr Z Ol010)01010101010101010') 0') 0) 0100 CF) OZ) 00C)10101m CT) 00 O W M-1 Cl) F - cr- Z tl N h-1 +A, CT dt N N CO -4 C Y) " CD M r-1 'ZZJ 00 •--+ Ln r-1 O ri Ln Kzf 00 r� . M O m �N101000OMOMOci'Or 1 00 u000N I� C r�00 l�Kzl d'M r . . . C/r F- cYMNNMr�r+r�MNr -INLO C) --1r�t—OILO zj r� -ri LOC)r— Ol +� Ln 10(�10M10Mr�koC\i Nl0N. 1 M I'D 0ctO)NMMr I'D R::I' N c W MKzl'LnlDlD10L[)-::I - iMt.0 MOIOID (NJ IDOINMMNOIIO Ol CL) W lO Ln-zl - MNr♦OOl OZ) r� Ln d Cy) r LC) NM ' I0 c i Q) Cl) M(MMM MMMNNN- 1 - - M +- Z ^ M = r 1 a-•' m N V) t!T r- W 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 O r U O O O O O O O O O O O O O O O O O O O O O O O O O O c Ln _Jf 0 0 0 0 0 0 0 0 0 0 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O ¢ 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 O - a O O O O O O O O O O O O O O O O O O O O O O O O O O l� U NM rZ0001Or 1 ,0 t�ONLnr-OM10M"kDLn n� O ZI NNNNNNN NMMMM MM 1Dt1ok.0 r- r- r- r- 00 CO 00 O + N � I N Q b4 O OOLnOOLnOLnOLnOLnLnO CD M Ln r\ Ln LP I M t\ Ln r\ Ln r\ N O Ln F- Nrl: coNN00r_�co coI(Do1D0 N � (n r•-1 .onKZJ 7 r-_ co r Ol W -4 tl- C) 4.0 n CO w 00 r- l0 LC) O ro n_ O O 01 CO r- 10 M ': M m O 1 CJ U I `ri _¢ VII ibo,� I V LLJ 1-. O O O O O O O O O O O O CD O CD CO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 I OI LLr N J O O O O O O O O O O O O O O O Q O O O O O O O O O O O O O O O a 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O H U � � L17 l0 l0 t\ 00 cl cll 17 M GM' N Z - 4 1--1 -1 r--1 '-+ r-1 N N N N N N l0 0 CL 44 �1 LL } LLJ Ln 1D r� 00 M CD r N M � Ln 1D rte. CO 010' -+N Mgt Ln lO rr 00 a N d' Z r- r- r- r- r - 000000 0000 Oo00 C0 00 CC) 0h01m01(r)Cr10)O10101 _7 �=D ¢ CnO rnrn Cr) CF) 0)0)0) al rnrn CT, rnrnrnmmmmm mrnrncr ¢ ¢ F- J r-1 .--1 r1 r-1 r1 .---1 -4 r r-1 r-4 r� r-d ­4 r-1 r-1 .--1 r-• ­4 ri .--I r-i r-i r1 r-I r'1 F- W Q Q U } m N 32, r CITY OF EDGEWATER, FLORIDA AUDIT COMMENTS AND MANAGEMENT LETTER SEPTEMBER 30, 1974 MAY, ZIMA & CO. CERTIFIED PUBLIC ACCOUNTANTS CITY OF EDGEWATER, FLORIDA AUDIT COMMENTS AND MANAGEMENT LETTER SEPTEMBER 30, 1974 Yay, z & Co. CERTIFIED PUBLIC ACCOUNTANTS To the Honorable Mayor, City Council and City Manager City of Edgewater, Florida COMMENTS AND MANAGEMENT LETTER It is the policy of our firm and in accordance with an Act of the Legis- lature of the State of Florida, to submit our Comments on the operations of the City for the year just ended and a Management Letter to the Governing Body of the City upon the completion of an audit of their books and records. Our Comments are submitted for informational purposes and reflect certain comparisons which are not contained in the audit report. Our examination of the books and records revealed certain deficiencies which, while not significant enough to cause us to negate our opinion, should be brought to your attention. The Management Letter contains recommendations and suggested accounting procedures which will provide for more efficient record keeping and a strengthening of internal control. In accordance with Chapter 10.500 of the Rules of the State Auditor General, the City Manager is required to file with the Governing Body of the City and with the State Auditor General, within twenty days of the receipt of the audit report, a written statement of explanation or rebuttal concerning the auditor's Management Letter, including corrective action to be taken. If we can be of further service, please call us. Daytona Beach, Florida December 23, 1974 COMMENTS The City's accounting records for general governmental operations are main- tained on a modified accrual basis, with the most important revenue being recorded when earned and expenditures being recorded when incurred. Budgetary control is maintained by periodic reveiw of revenue and expenditures by the City Manager and the City Clerk. During the fiscal year 1973/74, the original estimated revenue and budget appropriations were not amended. GENERAL FUND Revenues for General Government functions totaled $402,271 for the fiscal year ended September 30, 1974, General property taxes produced 30.58% of general revenue. The amount of revenue from the various sources is shown in the following tabulation: R EVENUE SOURCE Property taxes Licenses and permits Fines and forfeitures Franchise taxes Garbage and trash collections Rental income Intergovernmental revenue Other revenue PERCENT OF AMOUNT TOTAL $ 122,999 30.58 % 33,551 8.34 28,193 7.01 26,556 6.60 46,557 11.57 1,876 .47 130,263 32.38 12,276 3.05 $_ 402,271 100.00 % Total valuation for ad valorem taxes amounted to $25,709,197. The homestead exemption for ad valorem taxes was $6,633,880 for the current taxable year. Current tax collections were 96.33% of the tax levy. The ratio of total collec- tions (current and delinquent) to the current tax levy was 96.38 %. Property tax collections, representing 30.58% of total revenue, was the second largest source of revenue for the General Fund. Garbage and trash collection revenues represented 11.57% of General Fund revenue. The revenue for garbage and trash collections exceeded the City's estimate by 13.55 %. Intergovernmental revenues represented 32.38% of General Fund revenue. The revenue from rental income exceeded the City's estimate by 34.36 %. The City is required by ordinance to deposit utility tax revenue in the Water and Sewer System Revenue and Operating Fund, During the year, the General Fund transferred $65,251 to the Water and Sewer System Revenue and Operating Fund. The expenditures for the General Fund fiscal year. The expenditures for the in the following tabulation: operations amounted to $10,870 for the major functions of the City are shown PERCENT OF FUNCTION AMOUNT TOTAL General Government $ 122,796 29.89 % Public Works 132,447 32.24 Public Safety 138,560 33.72 Parks and Recreation 10,510 2.55 Community Center 6,135 1.50 Library 422 .10 $ 410.870 100.00 % The operations of the General Government function, which includes the City Council, Manager, Clerk, Attorney, office employees and City Court, accounted for 29.89% of the General Fund expenditures. These expenditures exceeded the City's estimate by 1.85 %. The operations of the Public Works Department, which include garbage, road maintenance, street paving and improvements, represented 32.24% of the General Fund expenditures. These expenditures were 20.80% less than the City's estimate. The Police Department operations represented 24.36% of the General Fund expendi- tures. These expenditures exceeded the City's estimate by 23.43 %. The Fire Department operations accounted for 3.83% of the General Fund expendi- tures. These expenditures exceeded the City's estimate by 49.06 %. The operations of other Public Safety function, which includes humane society, street lights, fire hydrants, and emergency and contingency, accounted for 5.53% of the General Fund expenditures. These expenditures were 42.17% less than the City's estimate. The Parks and Recreation operations represented of the General Fund expenditures. The expenditures exceeded the City's estimate by 45.40 %. These expenditures were 91.57% less than the City's estimate. WATER AND SEWER SYSTEM REVENUE AND OPERATING FUND do Revenues for the Water and Sewer System Revenue and Operating functions totaled $235,643.73 for the fiscal year ended September 30, 1974. The amount of revenue from the various sources is shown in the following tabulation: PERCENT OF REVENUE SOURCE AMOUNT TOTAL Water Department charges $ 96,550.42 40.97 % Sewer Department charges 73,841.87 31.34 Utility taxes 65,251.44 27.69 MW 1 $ 235,643.73 100.00 % The operations of the Water Department, which includes sales, connection charges, billing service charges and hydrant rentals, accounted for 40.97% of the fund's operating revenue. These revenues exceeded the City's estimate by 15.84 %. The operations of the Sewer Department, which includes service charges, con- nection and impact fees, represented 31.34% of the fund's operating revenue. These revenues exceeded the City's estimate by 1.01 %. Utility taxes, which were transferred from the General Fund, accounted for 27.69% of this fund's operating revenue. These revenues exceeded the City's estimate by 1.96 %. The expenses for the Water and Sewer System Revenue and Operating Fund's operations totaled $95,084.71 for the fiscal year ended September 30, 1974. The expenses for the major functions of the fund are shown in the following tabulation: FUNCTION Water Department Sewer Department The operations of - the sewer system operating City's estimate. The operations of the sewer system operating by 24.17 %. PERCENT OF AMOUNT TOTAL $ 46,471.87 48.87 48,612.84 51.13 $ 95,084.71 100.00 Water Department accounted for 48.87% of the water and expenses. These expenses were 11.25% less than the Sewer Department accounted for 51.13% of the water and expenses. These expenses exceeded the City's estimate WATER AND SEWER SYSTEM BOND AND INTEREST SINKING FUND This fund services the principal and interest retirement requirements of the Revenue Bonds outstanding. During the year, the City redeemed $13,000.00 of Series "A" 1964 Revenue Bonds and $21,000.00 of Series "B" 1964 Revenue Bonds. There are $262,000.00 of Series "A" 1964 Revenue Bonds and $1,207,000.00 Series "B" 1964 Revenue Bonds that remain outstanding at September 30, 1974. The reserve for life of bonds account services the reserve requirements of the Series "A" and "B" 1964 Revenue Bonds as stated in City Ordinance No. 400. WATER AND SEWER SYSTEM RENEWAL AND REPLACEMENT FUND This fund services the expenditures in the water and sewer system which are for new capital assets and not operations and maintenance. The revenues were $38,596.08, 93.25% of which came from the Water and Sewer System Revenue Fund. Expenditures were $46,527.24, 55.33% of which were for materials in water line extensions. WATER AND SEWER SYSTEM CONSTRUCTION FUND This fund was created to serve the requirements of the construction of the pollution control facility. The three sources of revenue were: Transfer from Revenue Fund of $34,000.,00, grant from U. S. Environmental Protection Agency of $20,160.00 and loan from General Fund of $35,000.00. Expenditures were all for engineering and construction of the pollution control facility. These expenditures were $79,738.13. FEDERAL REVENUE SHARING FUND The City received, as appropriations from the Office of Revenue Sharing, $47,838.00. Expenditures were as follows: Police Department salaries - $9,443.73, Fire Department building and equipment - $3,504.03, Social Security tax on Police Department salaries - $552.75 and well field construction in progress for water system - $1,455.50. General appropriations at September 30, 1974 were: FUNCTION APPROPRIATION Street paving $ 16,000.00 Recreation 10,000.00 Emergency and contingency 264.00 Fire Department 1,490.00 Financial administration 838.00 Public Safety construction 30,000.00 Environmental protection 5,000.00 $ 63,592.00 GENERAL FIXED ASSETS GROUP OF ACCOU I� i 1 1 1 This balanced group of accounts represents the fixed assets of the General Government operations of the City. These assets have been recorded on the books at cost and bear no relation to the actual value of the assets. Depreciation is not recognized in General Government accounting procedures. M ANAGEM ENT LETTER The provisions of the Florida Statutes, Chapter 71 -218, Section 167.611, more commonly referred to as Senate Bill 101, set forth the duties of the munici- pality, among which is the responsibility for accounting for the assets of the agency from acquisition to final disposition. During our review of fixed assets, we noted several areas which require corrective action. 1. It was disclosed that the assets of the City could not be specifically identified nor could they be traced from a physical observation to a fixed asset ledger. It is our ' recommendation that the City take an inventory of the fixed assets and reconcile the inventory to the general ledger control. Also, each asset should have an identification number as well as a location description. The City's accounting manual describes and requires this procedure, but the procedure has not been followed. ' 2. It was disclosed that all capital expenditures were not run through a capital outlay account in the general ledger. Some additions to fixed assets during the year were charged to operating accounts of various departments. This creates poor control over fixed asset additions since steps have to be taken to eliminate capital outlay expenditures from operating expenditures. It is our recommendation that fixed asset additions be charged to capital outlay accounts exclusively instead of operating accounts. During our observation of inventory, several areas were brought to our attention upon which we submit the following comments and recommendations: 1. An adequate system of internal control should provide that differences between book and physical inventories are ascer- tained and the amount of overage or shortage properly accounted for. It was disclosed that when inventory is purchased, it is charged directly to an expense account and not to the inventory account. This creates weak internal control because the inven- tory on hand cannot be reconciled with the inventory per general ledger. Since the City is providing services on a user charge basis, adequate records should be maintained in order to insure that materials needed for normal growth and emergencies are available. It is our recommendation that inventory purchased be charged to the inventory account and deductions be made only when inventory is used. ' 2. A system of control should provide that there is separate item accountability for both units and dollars for inventory quantities received and issued. It was disclosed ' that inventory was being updated and costed at the latest cost at periodic intervals. This is not an acceptable method of accounting for the cost of inventory since the cost of ' materials used for improvements to the water and sewer system will be overstated. Also, the cost of materials used for repairs to the system will be overstated which can cause the . City to exceed the budget unnecessarily. It is our recommen- dation that inventory be accounted for on an average cost method which involves the calculation of a new unit cost after each purchase. 3. A system of internal control should provide that proper authorization exists for inventory quantities removed from stock. It was disclosed that no standard procedure has been established for requisitioning or returning items of inventory. Since no standard procedure has been established, internal control over inventory items used and returned by employees is very weak. It is our recommendation that a standard requisi- tioning form be designed to be implemented by the water and sewer departments. This form should contain such information as: Department or fund to whom inventory is issued, date, purpose of issue, stock number of inventory item, quantity issued, description of material, account charged, cost of inventory used, received by, approved by and inventory re- turned. The control of the requisition forms should be handled by the Accounting Department. During our review of the bond ordinance with respect to Sinking Fund require- ments, several areas were brought to our attention upon which we submit the following comments and recommendations: 1. It was disclosed that the Renewal and Replacement Fund, for the period ended September 30, 1974, does not have a reserve equal to the sum of $50,000.00. This is not in compliance with Ordinance No. 400, Section 15, Subsection E, which states the City shall build up and maintain the sum of $50,000.00 in the Renewal and Replacement Fund. It is our recommendation that steps be taken to bring the reserve balance in the Renewal and Replacement Fund up to $50,000.00 and maintain this balance as required by Ordinance No. 400. 2. It was disclosed that the expenditures made out of the Renewal and Replacement Fund were not approved by resolution. This is not in compliance with Ordinance No. 400, Section 15, Subsection E, which states the funds shall be used by the City upon appro- priate justification and resolution. It is our recommendation that appropriate measures be taken to make sure that expenditures made out of the Renewal and Replacement Fund are in compliance with Ordinance No. 400. During our review of the Renewal and Replacement Fund, it was disclosed that all extensions and improvements to the water and sewer system were paid out of the Renewal and Replacement Fund. The cost of extensions and improvements to the water and sewer system should be handled through the Operation and Maintenance Fund since the operation and maintenance of the system should pro- vide for improvements due to growth. It is our recommendation that capital outlay be budgeted as part of the Operation and Maintenance Fund and the Renewal and Replacement Fund expenditures be limited to unusual and extra- ordinary items. During our review of expenditures, several areas were brought to our attention upon which we submit the following comments and recommendations: 1. It was disclosed that invoices are not stamped paid or cancelled when approved for payment. The current pro - cedure being followed is to attach to the invoices an adding machine tape of the amount to be paid along with the date paid. This creates poor internal control since the adding machine tapes can be removed from the invoices thus allowing the invoices to be run through the account - ing system again. It is our recommendation that all invoices be stamped and dated when paid. 2. It was disclosed that some employees receive a check from the General Fund, Water and Sewer Operating and Maintenance y Fund, and the Water and Sewer Renewal and Replacement Fund for one pay period. This is an unnecessary cost to the City from the standpoint of employee hours involved writing r three payroll checks and the additional number of City checks that are printed. It is our recommendation that one payroll account be established from which employees will be paid. The payroll expense associated with the various funds can be recorded when reimbursement is made to the payroll account for salaries paid. .� During our review of the books and records at the Police Department, several areas were brought to our attention upon which we submit the following comments and recommendations: 40 1. It was disclosed that a bond schedule does not exist establish- ing the amount of bond to be posted for various offenses. This creates weak internal control since it is up to an individual's .w own discretion as to the amount of bond'an offender is required to post. It is our recommendation that a bond schedule be developed and the bond requirements be posted in accordance with the bond schedule. 2. It was disclosed that bonds posted are not deposited on a timely basis. The procedure currently being followed is to keep bonds posted in a safe until after the court date. Then the bonds are estreated or a refund made and a hand receipt issued. This creates poor internal control over cash receipts by the Police Department. It is our recommendation that a bail bond account be established, all bonds posted deposited on a daily basis, and checks issued for all refunds. do r 3. It was disclosed that fines imposed are not received. It is our partial payments made by individuals on recorded on the City's books until cash is recommendation that the City record the fine i 6 imposed as a receivable and recognize the total fine as ' revenue on the date of court. A subsidiary ledger should be - maintained on installment payments of fines and reconciled periodically to the general ledger. ' During our examination, it was disclosed that contracts were approved for the expenditure of money for which no budget appropriation existed. For the period ended September 30, 1974, the City had entered into two contracts for the con- struction of a multi -games court and a seawall. Neither of these contracts were , budgeted in the 1973/74 fiscal year. This is in violation of Section 88 of the City Charter which states "no money shall be drawn from the depository of the ' City, nor shall any obligation for the expenditure of money be incurred, except pursuant to the appropriations made by the City Council ". It is our recommen- dation that when expenditures have not be appropriated in the budget, the budget be amended for the expenditure in conformity with the Charter. During our examination, it was disclosed that the City Manager and City Clerk were bonded for $5,000 and $10,000, respectively. Due to the increased cash flow for which key administrative personnel are responsible, it is our ' recommendation that the bonds for administrative personnel be reviewed and adequate surety bonds be required.