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FY 1972 Audit ReportA U D I T R E P O R T OCTOBER 31, 1972 CITY OF EDGEWATER, FLORIDA TURNEY AND DUPREE CERTIFIED PUBLIC ACCOUNTANTS 501 NORTH GRANDVIEW AVENUE DAYTONA BEACH, FLORIDA 32018 r a a 0 MAYOR COUNCILWOMAN COUNCILMEN CITY ATTORNEY IIII CITY CLERK CITY AUDITORS A U D I T R E P O R T OCTOBER 31, 1972 CITY OF EDGEWATER, FLORIDA Dana T. Armstrong Marion Crigger Edward K. Clinton David C. Severance John G. Bevel Joe E. Weaver Cornelia A. Kinsey Turney and Dupree Certified Public Accountants ■ IN J i Ni i TABLE OF CONTENTS AN PAGE N0, Auditor's Certificate Combined Balance Sheet - All Funds 1 Schedule of Investments 2 CAPITAL FUND Balance Sheet 3 Analysis of Changes in Fund Balance 4 Reconciliation of Fixed Assets Acquired 5 - 7 GENERAL FUND Balance Sheet 8 Analysis of Changes in Fund Balance 9 Cash Receipts and Disbursements 10 - 11 Estimated Revenue 12 Budget Appropriations 13 WATERWORKS AND SEWER SYSTEM FUNDS Combined Balance Sheet - All Waterworks and Sewer System Funds 14 Balance Sheet - Revenue Fund 15 Analysis of Changes in Fund Balance - Revenue Fund 16 Reconciliation of Fixed Assets Acquired 17 Cash Receipts and Disbursements - Revenue Fund 18 Estimated Revenue - Revenue Fund 19 Budget Appropriations - Revenue Fund 19 Balance Sheet - Operation and Maintenance Fund 20 AN PAGE NO, Analysis of Changes in Fund Balance Operation and Maintenance Fund 20 Cash Receipts and Disbursements - Operation and Maintenance Fund 21 Estimated Revenue - Operation and Maintenance Fund 22 Budget Appropriations - Operation and Maintenance Fund 22 Balance Sheet - Bond and Interest Sinking Fund 23 Analysis of Changes in Fund Balance - Bond and Interest Sinking Fund 23 Cash Receipts and Disbursements - Bond and Interest Sinking Fund 24 Estimated Revenue - Bond and Interest Sinking Fund 25 Budget Appropriations - Bond and Interest Sinking Fund 25 Balance Sheet - Debt Service Reserve Fund 26 Cash Receipts and Disbursements - Debt Service Reserve Fund 27 Estimated Revenue - Debt Service Reserve Fund 28 Budget Appropriations - Debt Service Reserve Fund 28 Balance Sheet - Renewal and Replacement Fund 29 Analysis of Changes in Fund Balance - Renewal and Replacement Fund 29 Cash Receipts and Disbursements - Renewal and Replacement Fund 30 Estimated Revenue - Renewal and Replacement Fund 31 Budget Appropriations - Renewal and Replacement Fund 31 Income and Expense Statement 32 - 33 PAGE N0, BONDED DEBT STATISTICS Statement of Revenue Bonded Debt and Interest Schedule of Refunding and Improvement Bond and Interest Payable INSURANCE COVERAGE NOTES TO FINANCIAL STATEMENTS 34 35 36 - 38 39 - 45 TURNEY AND DUPREE Certified Public Accountants FIRST FEDERAL BUILDING 501 NORTH GRANDVIEW AVENUE s BOX 5335 DAYTONA BEACH, FLORIDA 32020 TELEPHONE (AREA CODE 904) 253 -6501 January 4, 1973 ' The Honorable Mayor and City Council City of Edgewater, Florida Ladies and Gentlemen: We have examined the balance sheets of the various funds of ' the City of Edgewater, Florida, as of October 31, 1972, and the related statements of revenues, expenditures and fund balances for the year then ended. 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, the accompanying balance sheets and related ' statements of revenues, expenditures and fund balances present fairly the financial position of the City of Edgewater, Florida, at October 31, 1972, and the results of its operations for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. Respectfully submitted, t � JOHN P. TURNEY ' G. DARRELL DUPREE RICHARD J. CAMPUTARO • MEMBERS ' AMERICAN INSTITUTE AND FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS TURNEY AND DUPREE Certified Public Accountants FIRST FEDERAL BUILDING 501 NORTH GRANDVIEW AVENUE s BOX 5335 DAYTONA BEACH, FLORIDA 32020 TELEPHONE (AREA CODE 904) 253 -6501 January 4, 1973 ' The Honorable Mayor and City Council City of Edgewater, Florida Ladies and Gentlemen: We have examined the balance sheets of the various funds of ' the City of Edgewater, Florida, as of October 31, 1972, and the related statements of revenues, expenditures and fund balances for the year then ended. 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, the accompanying balance sheets and related ' statements of revenues, expenditures and fund balances present fairly the financial position of the City of Edgewater, Florida, at October 31, 1972, and the results of its operations for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. Respectfully submitted, t � CO MBINED BAUNCE SHEET ALL FUNDS OCTO 31, 1972 WITH COMPARA FIGURES AT OCTOBER 31 1971 CITY OH fEDGEWATER FLORIDA A S S E T S CASH ON HAND AND IN BANKS Cash on Hand First National Bank of New Smyrna Bank of New Smyrna: Revenue Fund Operation and Maintenance Fund Renewal and Replacement Fund Debt Service Reserve Bond and Interest Sinking Fund TOTAL CASH ON HAND AND IN BANKS RECEIVABLES Accounts Receivable - Fines and Forfeitures Accounts Receivable - Garbage Lot cleaning liens Paving Accounts Receivable Water Customers Sewer Customers Interest Receivable TOTAL RECEIVABLES INVESTMENTS - AT COST FIXED ASSETS Capital Fund Waterworks and Sewer System TOTAL FIXED ASSETS INVENTORY OF MATERIALS - AT COST GASOLINE INVENTORY - AT COST METER DEPOSITS OCTOBER 31, 1972 1971 $ 1,523.25 $ 754.85 32,166.16 39,411.26 40,819.52 18,658.86 10,510.03 3,893.97 6,032.70 675.44 52.00 52.00 45,496.13 8,496.23 $ 136,599.79 $ _ 71,942.61 $ 1,143.00 $ 2,091.00 2,026.45 2,396.55 14.81 15.38 1,142.78 1,155.35 3,123.41 2,835.65 3,092.20 3,157.50 1,300.91 - $ 11,843.56 $_ 11,651.43 $ 177,014.00 $ 162,948.00 $ 802,542.40 $ 777,278.52 2,104.013.82 2,093,132.72 $ 2,906,556.22 $ _2,870.411.24 $ 6,555.28 $ 4,273.86 $ 1,685.46 $ _ 1,433.06 $ 20.00 $ 20.00 �1 �s r TOTAL ASSETS ,$ 3,240,274.31 $ 3,122,680.20 lb w. • r do do L I A B I L I T I E S AND FUND B A L A N C E ACCOUNTS PAYABLE - UNRECORDED PAYROLL TAXES PAYABLE SPECIAL LIBRARY ACCOUNT ■r PLAYGROUND ACCOUNT REFUNDABLE LINE EXTENSION DEPOSITS WATER AND SEWER SYSTEM REFUNDING AND IMPROVEMENT REVENUE BONDS - SERIES "A" i WATER AND SEWER SYSTEM REFUNDING AND as IMPROVEMENT REVENUE BONDS - SERIES "B" METER DEPOSITS ' ARREST ASSESSMENTS PAYABLE FUND BALANCE ' TOTAL LIABILITIES AND FUND BALANCE OCTOBER 31, 1972 1971 $ 7,247.07 $ 5,234.95 3,023.81 1,834.16 987.17 798.52 36.11 36.11 22,053.32 22,314.51 287,000.00 299,000.00 1,248,000.00 1,268,000.00 21,429.10 19,305.95 29.00 36.00 1,650,468.73 1,506,120.00 $ 3,240,274.31 3 , 1 22,630.20 - 1 - do go SCHEDULE OF INVESTMENTS rl WATER AND SEWER SYSTEM FUNDS OCTOBER 31, 1972 CITY OF EDGEWATER FLORIDA DATE OF DATE OF MATURITY SAFEKEEPING RECEIPT do PURCHASE COST MATURITY VALUE OR CERTIFICATE N0, WATER AND SEWER - RESERVE FUND i U.S.Treasury Bills Certificate of Deposit dd GENERAL FUND we Certificate of Deposit a WATER AND SEWER - RENEWAL AND REPLACEMENT FUND Certificate of Deposit Certificate of Deposit Certificate of Deposit ' TOTAL COMBINED ALL FUNDS 1 7 -31 -72 $ 95,014.00 7 -31 -73 9 -13 -72 6,000.00 9 -13 -73 $ 101,014.00 2 -1 -72 $ 50,000.00 9 -15 -72 $ 6,000.00 9 -15 -73 9 -15 -72 5,000.00 9 -15 -73 4 -6 -72 15,000.00 4 -6 -73 $ 26,000.00 $ 177,014.00 $ 100,000.00 6,000.00 $ 50,000.00 27432 381 5325 $ 6,000.00 384 5,000.00 385 15,000.00 85386 - 2 - r r rl BALANCE SHEET CAPITAL FUND M OCTOBER 31, 1972 WITH COMPARATIVE FIGURES AT OCTOBER 31, 1971 r CITY OF EDGEWATER FLORIDA I I A S S E T S OCTOBER 31, 1972 1971 r Road machinery $ 94,095.49 $ 93,435.84 New City Hall 37,681.35 37,681.35 Furniture and fixtures 11,135.60 10,426.13 r City barn building 2,983.85 2,983.85 Maps 80.00 80.00 Real estate 41,883.52 39,371.60 as Shell streets 4,170.44 4,170.44 Shell pit 2,415.70 - Street paving 298,474.35 297,867.88 r Strand road fill 3,797.00 3,797.00 Traffic warning signal 22,906.85 22,906.85 Traffic lights 4,392.55 4,392.55 dA Police Department equipment 20,683.40 17,323.80 Small tools and miscellaneous equipment 4,499.54 4,211.20 Fire Department building 6,882.73 - Fire Department equipment 42,152,85 42,115.85 do Street signs 3,310.45 3,310.45 Street Department equipment 31,291.46 31,291.46 Library and Chamber of Commerce 7,438.23 7,438.23 Library fixtures 9,250.62 9,250.62 Community House 24,917.82 22,817.82 Community House equipment 8,568.30 8,379.02 r Municipal Park and Pier 28,241.19 28,241.19 Picnic area 664.36 664.36 Communications system 2,907.42 2,907.42 Municipal code 5,171.51 5,171.51 do Bridge 4,712.03 4,712.03 New Library building 31,820.94 31,820.94 Drainage 46,012.85 40,509.13 r TOTAL ASSETS $ 802,542.40 $ 777,278.52 1 F U N D B A L A N C E I FUND BALANCE - October 31 � 802,542.40 $ 777,278.52 I I go 0 M ANALYSIS OF CHANGES IN FUND BALANCE NOVEMBER 1, 1971 TO OCTOBER 31, 1972 CAPITAL FUND CITY OF EDGEWATER, FLORIDA a FUND BALANCE - November 1 ADD: Net Increase in Assets FUND BALANCE - October 31 . OCTOBER 31, 1972 1971 $ 777,278.52 $ 683,497.50 25,263.88 93,781.02 $ 802,542.40 $ 777278.52 - 4 - Page 1 of 3 7j RECONCILIATION OF FIXED ASSETS ACQUIRED CAPITAL FUND NOVEMBER 1, 1971 TO OCTOBER 31, 1972 d CITY OF EDGEWATER, FLORIDA Road Machinery: Balance - November 1, 1971 Add: Electric Hammer Industrial Rake New City Hll Furniture and Fixtures: Balance - November 1, 1971 Add: Vacuum Electric Typewriter ' File Cabinet City Barn Building ' Maps Real Estate: ' Balance - November 1, 1971 Add: Fire Department Land ' Shell Streets Street Paving ' Balance - November 1, 1971 Add: Street Paving for Year ' Strand Road Fill Traffic Warning Signals ' Traffic Lights Police Department Equipment: ' Balance - November 1, 1971 Add: 1972 Ford Torino Camera and Case 1 Fire Extinguisher Dome Lights Small Tools and Miscellaneous Equipment: Balance - November 1, 1971 rrr Add: Small Tools $ 93,435.84 $ 209.65 450.00 659.65 $ 94,095.49 37,681.35 10,426.13 247.50 432.00 29.97 709.47 11,135.60 2,983.85 80.00 39,371.60 2,511.92 41,883.52 4,170.44 297,867.88 606.47 298,474.35 3,797.00 22,906.85 4,392.55 17,323.80 3,302.50 25.00 16.20 15.90 3359.60 20,683.40 4,211.20 4,499.54 116 - 5 - M Pac-e 2 of 3 RECONCILIATION OF FIXED ASSETS ACQUIRED CAPITAL FUND NOVEMBER 1 1971 TO OCTOBER 31, 1972 CITY OF EDGEWATER, FLORIDA Fire Department Building:• , Balance - November 1, 1971 $ .00 Add: New Building 6,882.73 $ 6,882.73 Fire Department Equipment: Balance - November 1, 1971 42,115.85 Add: Battery Charger 37.00 42,152.85 +� Street Signs 3,310.45 Street Department Equipment 31,291,46 Library and Chamber of Commerce 7,438.23 Library Fixtures 9,250.62 E Community House: Balance - November 1, 1971 22,817.82 +� Add: New Roof 2,100.00 24,917.82 Community House Equipment: Balance - November 1, 1971 8,379.02 Add: Utensils $ 174.96 Mike Stand 14.32 189.28 8,568.30 i Municipal Park and Pier 28,241.19 Picnic Area 664.36 Communications System 2,907.42 Municipal Code 5,171.51 ' Bridge 4,712.03 New Library Building 31,820.94 ' Drainage: Balance - November 1, 1971 40,509.13 Add: Improvements for Year 5,503.72 46,012.85 r do Page 3 of 3 rr RECONCILIATION OF FIXED ASSETS ACQUIRED_ CAPITAL FUND NOVEMBER 1 1971 TO OCTOBER 31,_197 CITY OF EDGEWATER FLORIDA Shell Pit: Balance - November 1, 1971 Add: Shell Pit Purchased for Year M M M M M BALANCE - October 31, 1972 $ .00 2,415.70 $ 2,415.70 802,542.40 - 7 - BALANCE SHEET GENERAL FUND OCTOBER 31 1972 WITH COMPARATIVE FIGURES AT OCTOBER 31 1971 CITY OF EDGEWATER FLORIDA A S S E T S OCTOBER 31, 1972 1971 CASH ON HAND AND IN BANK Cash on Hand $ 1,227.70 First National Bank of New Smyrna 32 166.16 Total Cash on Hand and in Bank $ _ 33,393.86 INVESTMENTS Certificate of Deposit $ _ 50,000.00 RECEIVABLES Accounts Receivable - Fines and Forfeitures $ 1,143.00 Accounts Receivable - Garbage 2,026.45 Lot Cleaning Liens Paving Accounts Receivable 14.81 1,142.78 Total Receivables $ _ 4,327.04 INVENTORIES - AT COST Gasoline $ 882.65 Diesel Fuel 131.91 Supplies 670.90 Total Inventories $ 1,685.46 METER DEPOSITS $ 20.00 TOTAL ASSETS $ 89,426.36 JW L I A B I LIT I E S AND FUND B A L A N C E ACCOUNTS PAYABLE - Unrecorded $ 5,490.34 ' PAYROLL TAXES PAYABLE 2,587.13 SPECIAL LIBRARY ACCOUNT 987.17 PLAYGROUND ACCOUNT 36.11 ARREST ASSESSMENTS PAYABLE 29.00 FUND BALANCE _ 80,296.61 ' TOTAL LIABILITIES AND FUND BALANCE 89,426.36 $ 470.05 _ 39,411.26 $ _ 39,881.31 $ .00 $ 2,091.00 2,396.55 15.38 1,155.35 $ _ 5,658.28 $ 560,66 176.84 695.56 $ _1, 433.06 $ 20.00 46,992.65 $ 3,651.57 1,182.14 798.52 36.11 36.00 41,288.31 4 6 992.65 - 8 - r r ANALYSIS OF CHANGES IN FUND BALANCE GENERAL FUND M OCTOBER 31, 1972 as CITY OF EDGEWATER FLORIDA BALANCE - November 1, 1971 $ 41,288.31 ADD: Accounts Payable - October 31, 1971 $ 3,651.57 Excess of Revenue Over Expenditures 42,561.58 46,213.15 .r 87,501.46 DEDUCT: Write Off of Fine and Forfeiture Receivable Accounts Payable - October 31, 1972 Decrease in Supplies Inventory Decrease in Garbage Receivable BALANCE - October 31, 1972 do so M i f dM do 1,246.00 5,490.34 98.41 370.10 7 $ 80,296.61 - 9 - M Page 1 of 2 CASH RECEIPTS AND DISBURSEMENTS GENERAL FUND NOVEMBER 1,197 TO OCTOBER 31, 1972 CITY OF EDGEWATER FLORIDA BALANCE PER AUDIT - November 1, 1971 $ 39,881.31 RECEIPTS Supplies Purchases State Revenue Sharing $ 25,200.33 Payroll Taxes Collected $ 23,191.51 Payroll Taxes Paid 21,786.52 1,404.99 Lot Cleaning Collections 1,347.50 Equipment Rental 545.00 Office Rent 1,200.00 Special Library Donations 188.65 Interest Earned 750.00 Penalties 54.00 Miscellaneous 896.97 Current Taxes 96,264.47 Building Permits 3,931.00 Electrical Permits 1,797.70 Plumbing Permits 1,155.25 Lot Cleaning Lien Collections 50.00 Business Licenses 8,289.38 Beer, Wine and Liquor Licenses 2,188.80 Fines and Forfeitures 20,855.00 Reimbursement of Social Security Tax by Water and Sewer Fund 1,027.70 Cigarette Tax 51,461.63 Community Center Collections 796.50 Franchise Taxes 17,007.69 Garbage and Trash Collections 40,468.50 Municipal Fuel Tax Refunds 1,485.10 Gas Tax Distribution 9,193.58 TOTAL RECEIPTS 287,559.74 TOTAL TO BE ACCOUNTED FOR $ 327,441.05 _DISBURSEMENTS Certificates of Deposit Purchases 50,000.00 Supplies Purchases 229.61 Gasoline Purchases 6,502.34 Gasoline Used 6,180.35 321.99 Diesel Fuel Purchases 692.02 Diesel Fuel Used 560.11 131.91 Prepaid Payments 9.16 IN W CASH RECEIPTS AND DISBURSE Page 2 of 2 irr GENERAL FUND NOVEMBER 1, 1971 TO OCTOBER 31, CITY OF EDGEWATER FLORIDA 1972 nr DISBURSEMENTS (Continued) Humane Society $ 1,200.00 Street Paving and Improvements 606.47 General Government 63,319.27 Garbage and Trash Department 40,991.82 Road Maintenance Department 39,589.23 Park and Pier 1,220.10 Street Lights 10,240.11 Police Department 54,096.03 Fire Department 12 611.19 Emergencies and Contingencies 150.00 Library Department 8,102.97 Recreation Department 486.66 Community Center 5,236.95 Drainage 5,503.72 TOTAL DISBURSEMENTS $ 294,047 BALANCE TO BE ACCOUNTED FOR ' ACCOUNTED FOR AS FOLLOWS: First National Bank of New Smyrna Cash on Hand 1 $ 33,393.86 $ 32,166.16 1,227.70 $ 33,393.86 - 11 - ESTIMATED REVENUES GENERAL FUND NOVEMBER i 1971 TO OCTOBER 31, 1972 CITY OF EDGEWATER, FLORIDA TOTAL COLLECTIONS LESS: SURPLUS FUND NET COLLECTIONS 0 NET COLLECTIONS II TOTAL EXPENDITURES EXCESS OF COLLECTIONS OVER EXPENDITURES II u u $ 295,916.10 10,000.00 $ 285,916.10 $ 285,916.10 243,354.52 $ 42,561.58 I I ORIGINAL UNCOLLECTED ESTIMATE COLLECTED OVERCOLLECTED Taxes $ 93,450.00 $ 96,264.47 $ 2,814.47 Building Permits 1,500.00 3,931.00 2,431.00 * Electric Permits 900.00 1,797.70 897.70 * Plumbing Permits 500.00 1,155.25 655.25 -° Business Licenses 8,000.00 8,289.38 289.38 * Beer, Wine and Liquor Licenses 1,900.00 2,188.80 288.80 %, Fines and Forfeitures 15,000.00 20,855.00 5,855.00 Miscellaneous 3,000.00 14,549.85 11,549.85 * Cigarette Tax 58,000.00 51,461.63 6,538.37 Franchise Rebate 14,000.00 17,007.69 3,007.69 %; Community Center 800.00 796.50 3.50 Garbage and Trash Collections 37,000.00 40,468.50 3,468.50 * Office and Storage Space Rental 1,200.00 1,200.00 - Surplus Fund 10,000.00 10,000.00 - State Revenue Sharing .00 25,200.33 25,200.33 * Interest on Investments .00 750.00 750.00 %; TOTALS $ 245,250.00 $ 295 916.10 $ 50,666.10 % TOTAL COLLECTIONS LESS: SURPLUS FUND NET COLLECTIONS 0 NET COLLECTIONS II TOTAL EXPENDITURES EXCESS OF COLLECTIONS OVER EXPENDITURES II u u $ 295,916.10 10,000.00 $ 285,916.10 $ 285,916.10 243,354.52 $ 42,561.58 I I ' BUDGET APPROPRIATIONS ' GENERAL FUND NOVEMBER 1, 1971 TO OCTOBER 31, 1972 ' CITY OF EDGEWATER FLORIDA ORIGINAL ORDINANCE AMENDED UNEXPENDED ' APPROPRIATION # 787 APPROPRIATION EXPENDED OVEREXPENDED u n I I General ' Government $ 53,700.00 $ 4,000.00 $ 57,700.00 $ 63,319.27 $ 5,619.27 Garbage and Trash Department 40,500.00 1,000.00 41,500.00 40,991.82 508.18 Maintenance 35,500.00 3,650.00 39,150.00 39,589.23 439.23 ' Road Street Paving and Improvements 6,000.00 (4,893.53) 1,106.47 606.47 500.00 ' Humane Society Park Maintenance 1,200.00 - 1,200.00 1,200.00 - and Recreation 8 (5,700,63) 2,499.37 1,706.76 792.61 Street Lights 11,000.00 250.00 11,250.00 10,240.11 1,009.89 ' Police Department 50,400.00 5,000.00 55,400.00 54,096.03 1,303.97 Fire Department 7,200.00 100.00 7,300.00 7,411.19 111.19 Fire Hydrants 5,200.00 - 5,200.00 5,200.00 - Emergency and ' Contingency 2,000.00 - 2,000.00 150.00 1,850.00 Library 8,900.00 - 8,900.00 8,102.97 797.03 Community Center 2,050.00 1,867.25 3,917.25 5,236.95 1,319.70 Drainage 11,100.00 (5,273.09) 5,826.91 5,503,72 323.19 Capital Outlay 100.00 - 100.00 100,00 Civil Defense 100.00 - 100.00 - 100.00 ' Administrator 100.00 100.00 _ 100.00 Equipment Replacement 1,000.00 _ 1,000.00 1,000.00 Tools 1,000.00 - 1,000.00 - 1,000.00 TOTALS $ 245,250.00 $ .00 $. 245,250.00 $ 243,354.52 $ 1, u n I I BALANCE SHEET ALL WATERWORKS AND SEWER SYSTEM FUNDS OCTOBER 31, 1972 WITH COMPARATIVE FIGURES AT OCTOBER 31, 1971 . CITY OF EDGEWATER FLORIDA A S S E T S CASH ON HAND AND IN BANKS Cash on Hand Bank of New Smyrna: Revenue Fund Operation and Maintenance Fund Renewal and Replacement Fund Debt Service Reserve Bond and Interest Sinking Fund Total Cash on Hand and in Bank ACCOUNTS RECEIVABLE Water Customers Sewer Customers Interest Receivable Total Accounts Receivable INVESTMENTS Certificate of Deposit - Debt Service Reserve - Bond Interest and Sinking Fund - Renewal and Replacement Fund - Debt Service Reserve Total Investments FIXED ASSETS INVENTORY OF MATERIALS - AT COST TOTAL ASSETS OCTOBER 31, 1972 1971 ib L $ 295.55 $ 284.80 40,819.52 10,510.03 6,032.70 52.00 45,496.13 $ 103,205.93 $ 3,123.41 3,092.20 1,300.91 $ 7,516.52 18,658,86 ' 3,893.97 675.44 , 52.00 8,496.23 $ 32,061.30 $ 2,835.65 3,157.50 ' $ 5,993.15 P $ 6,000.00 $ 6,000.00 ft 26,000.00 95,014.00 $ 127,014.00 $ 2,104,013.82 $ 6,555.28 37,000.00 lb 26,000.00 93,948.00 $ 162,948.00 $ 2,093,132.72 $ 4,273.86 $ 2,348,305.55 S 2.298.409.03 is Ii 1 1 1 1 ■ ' LIABILITIES AND FUND BALANCE OCTOBER 31, 1972 1971 ACCOUNTS PAYABLE - Unrecorded $ 1,756.73 $ 1,583.38 PAYROLL TAXES PAYABLE ' REFUNDABLE LINE EXTENSION DEPOSITS ' METER DEPOSITS ' WATER AND SEWER SYSTEM REFUNDING AND IMPROVEMENT REVENUE BONDS - SERIES "A" WATER AND SEWER SYSTEM S M REFUNDING AND IMPROVEMENT REVENUE BONDS - SERIES "B" FUND BALANCE TOTAL LIABILITIES AND FUND BALANCE 436.68 652.02 22,053.32 22,314.51 21,429.10 19,305.95 287,000.00 299,000.00 1,248,000.00 1,268,000.00 767,629.72 687,553.17 $ 2,348,305.55 $ 2,298,409.03 - 14 - BALANCE SHEET WATERWORKS AND SEWER SYSTEM REVENUE FUND OCTOBER 31, 1972 WITH COMPARATIVE FIGURES AT OCTOBER 31 1971 CITY OF EDGEWATER, FLORIDA A S S E T S CASH ON HAND AND IN BANK Cash on Hand Bank of New Smyrna Total Cash on Hand and in Bank INTEREST RECEIVABLE WATER CUSTOMERS' ACCOUNTS RECEIVABLE SEWER CUSTOMERS' ACCOUNTS RECEIVABLE DUE FROM OPERATION AND MAINTENANCE FUND DUE FROM DEBT SERVICE RESERVE FUND OCTOBER 31, 1972 1971 $ 295.55 40,819.52 $ 41 $ 1,300.91 $ 3,123.41 $ 3,092.20 $ _ 2,870.02 $ 1,066.00 FIXED Land Sewer System Water Plant and Distribution System Sewer Distribution System - Silver Ridge Line Extensions Improvements to Water Plant Water Tank # 2 Equipment Lawn Mower Bookkeeping Machine Generator 1965 International Harvester Truck Communications 3,000 Gallon Storage Tank - 1/3 Cost Used Addressograph Machine 1967 Ford Truck and Body Total Fixed INVENTORY OF MATERIALS TOTAL ASSETS $ 12,000.00 1,440,881.08 380,094,80 16,520.00 163,747.32 55,685,24 20,473,86 886.22 125.00 5,090.00 2,080.00 2,586.00 538.50 155.00 851.80 2,299.00 $ 2,104,013.82 $ _ 6,555.28 $ 2,163,136.71 i Ob ft M $ 284.80 18,658.86 r• $ 18,943.66 $ - 2,83 $ 3,157.50 r r r $ 12,000.00 1,439,456.13 380,094.80 oft 16,520.00 154,291.17 55,685.24 20,473.86 1 ' 886.22 125.00 5,090.00 �. 2,080.00 2,586.00 538.50 155.00 851.80 2,299.00 $ 2,093,132.72 $ 4,273.86 2,122,343.39 p� 0 r METER DEPOSITS LIABILITIES AND FUND BALANCE OCTOBER 31, 1972 1971 $ 21,429,10 $ 19,305.95 WATERWORKS AND SEWER SYSTEM REFUNDING AND IMPROVEMENT REVENUE BONDS - SERIES "A" WATERWORKS AND SEWER SYSTEM REFUNDING AND IMPROVEMENT REVENUE BONDS - SERIES "B" REFUNDABLE LINE EXTENSION DEPOSITS M FUND BALANCE do TOTAL LIABILITIES AND FUND BALANCE do 287,000.00 299,000.00 1,248,000.00 1,268,000,00 22,053.32 22,314.51 584,654.29 513,722.9 $ 2,163,136.71 $ 2,122,343.39 - 15 - 1 ANALYSIS OF CHANGES IN FUND BALANCE ' WATERWORKS AND SEWER SYSTEM REVENUE FUND NOVEMBER 1, 1971 TO OCTOBER 31 1972 ' CITY OF EDGEWATER FLORIDA ' FUND BALANCE - November 1, 1971 ' ADD: Series "A" Bonds Redeemed Series "B" Bonds Redeemed Water and Sewer Line Extensions ' Excess of Revenue Over Expenditures Adjustment - Refundable Line Extension Deposits Increase in Inventory u II u FUND BALANCE - October 31, 1972 $ 12,000.00 20,000.00 10,881.10 22,936.15 2,832.69 2,281.42 $ 513,722.93 70,931.36 $ 584,654.29 n 16 1 RECONCILIATION OF FIXED ASSETS ACQUIRED WATER AND SEWER FUNDS NOVEMBER 1 1971 TO OCTOBER 31, 1972 CITY OF EDGEWATER FLORIDA 1 1 1 1 $ 9,456.15 1,424.95 $ 2,093,132.72 10,881.10 $ 2,104,013.82 - 17 - BALANCE - November 1, 1971 ' ADD: Water Line Extensions ' Sewer System Improvements ' BALANCE- October 31, 1972 1 1 1 1 $ 9,456.15 1,424.95 $ 2,093,132.72 10,881.10 $ 2,104,013.82 - 17 - do 10 CASH RECEIPTS AND DISBURSEMENTS WATER AND SEWER SYSTEM R EVEN UE FUND NOVEMBER 1, 1971 TO OCTOBER 31, 1972 r CI OF EDGEWATER, FLORIDA BALANCE PER AUDIT - November 1, 1971 t RECEIPTS Accounts Receivable - Water - Sewer Meter Deposits Connection Charges - Water Service Charges Utility Taxes Hydrant Rentals Refundable Line Extension Deposits Miscellaneous Income Interest from Investments Connection Charges - Sewer TOTAL RECEIPTS TOTAL TO BE ACCOUNTED FOR DISBURSEMENTS Refundable Line Extension Deposits Transfers to Operation and Maintenance Fund Transfers to Sinking Fund Transfers to Renewal and Replacement Fund Miscellaneous Expense TOTAL DISBURSEMENTS BALANCE TO BE ACCOUNTED FOR 1 ACCOUNTED FOR AS FOLLOWS: ' Cash on Hand Bank of New Smyrna n u $ 61,692.54 59,107.10 $ 120,799.64 2,123,15 4,675.00 1,573.65 45,583.73 5,200.00 811.94 104.34 6,383.50 4,200.00 1,176.36 57,156.03 94,665.00 16,248.75 37.40 $ 18,943.66 191,.454.95 210,398.61 169,283.5 41,115.07 $ 295.55 40,819.52 $ 41,115.07 I I 18 is W ESTIMATED REVENUE WATERWORKS AND SEWER SYSTEM REVENUE FUND NOVEMBER 1, 1971 TO OCTOBER 31, 1972 CITY OF EDGEWATER, FLORIDA UNDERCOLLECTED ESTIMATED COLLECTED OVERCOLLECTED Water Sales $ 59,000.00 $ 62,003.80 $ 3,003.80 % M Connection Charges - Water 1,000.00 4,675.00 3,675.00 Service Charges 1,400.00 1,573.65 173.65 Hydrant Rental 5,200.00 5,200.00 - Miscellaneous - Water 200.00 104.34 95.66 Sewer Service Charges 57,000.00 59,071.85 2,071.85 Connection Charges - Sewer 1,000,00 4,200.00 3,200.00 %, I Miscellaneous - Sewer 50.00 - 50.00 do Utility Taxes 40,000.00 45,583.73 5,583.73 * Interest on Investments 7,500.00 8,750.41 1,250.41 * TOTALS $ 172,350.00 $ 191,162.78 $ 18,812.78 * BUDGET APPROPRIATIONS NOVEMBER 1 1971 TO OCTOBER 31 1972 ' UNEXPENDED APPROPRIATED EXPENDED OVEREXPENDED ' Operation and Maintenance Fund $ 61,050.00 $ 57,156.03 $ 3,893.97 Bond and Interest Sinking Fund 94,665.00 94,665.00 - Renewal and Replacement Fund 16,635.00 16,248.75 386.25 Bad Debts and Miscellaneous 156,85 156.85 TOTALS $ 172,350.00 $ 168,226,63 $ 4,123.37 ' BALANCE SHEET WATERWORKS AND SEWER OPERATION AND MAINTENANCE FUND ' OCTOBER 31, 1972 WITH COMPARATIVE FIGURES AT OCTOBER 31 1971 ' CITY OF EDGEWATER, FLORIDA ' A S SET S OCTOBER 31, 1972 1971 CASH IN BANK Bank of New Smyrna $ 10,510.03 $ _ 3,893.97 TOTAL ASSETS $ 10,510.03 $ 3,893.97 LIABILITIE S AND FUND BALANCE LIABILITIES Payroll Taxes Payable $ 436.68 $ 641,63 Accounts Payable - Unrecorded 1,756.73 1,583.38 Due to Revenue Fund Total Liabilities 2,870.02 $ 5,063.43 - $ 2,225.01 FUND BALANCE $ 5,446,60 $ 1,668,96 TOTAL LIABILITIES AND FUND BALANCE $ 10,510.03 $ 3,893.97 ANALYSIS OF CHANGES IN FUND BALANCE ' NOVEMBER 1, 1971 TO OCTOBER 31 1972 FUND BALANCE - November 1, 1971 1,668.96 ' $ ADD: Transfers from Revenue Fund 57,156.03 ' 58,824.99 ' DEDUCT: Operating Expenses $ 53,205.04 Accounts Payable Adjustment 173.35 53,378.39 ' FUND BALANCE - October 31, 1972 5,44 ' - 20 - CASH RECEIPTS AND DISBURSEMENTS ' WATER AND SEWER SYSTEM OPERATION AND MAINTENANCE FUND NOVEMBER I, 1971 TO OCTOBER 31 1972 CITY OF EDGEWATER, FLORIDA BALANCE PER AUDIT - November 1, 1971 $ 3,893.97 RECEIPTS Transfers from Revenue Fund $ 57,156.03 Payroll Taxes Collected $ 4,681.54 Payroll Taxes Paid 4,990.60 (309.06) Line Extension Deposits 2,870.02 TOTAL RECEIPTS 59,716.99 TOTAL TO BE ACCOUNTED FOR 63,610.96 DISBURSEMENTS . Water Department: Salaries and Wages $ 14,518.19 Social Security Expense 825.41 Power 3,461.25 Chemicals 931.38 Supplies 292.03 Truck Expense 770.45 Repairs and Replacements 3,062.65 Telephone 239.60 Hospitalization Insurance 520.54 Printing and Office Supplies 643.73 Professional Services 500.00 Miscellaneous 589.20 Equipment Rental 35.00 Insurance 978.00 Office and Storage Space 1,200.00 28,567.43 Sewer Department: Salaries and Wages 13,836.19 Social Security Expense 844.51 Electric 3,380.49 Chemicals 1,720.17 Supplies 456.34 Truck Expense 373.15 Repairs and Replacements 1,724.01 Telephone 111.48 Printing, Office Supplies and Postage 456.49 Miscellaneous 722.67 Professional Services 500.00 Insurance 4 08.00 24,53.3.50 53,100.93 BALANCE TO BE ACCOUNTED FOR $ 10,510.03 ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna $ 10,510.03 - 21 - ESTIMATED REVENUE WATERWORKS AND SEWER SYSTEM OPERATION AND MAINTENANCE FUND NOVEMBER 1 1971 TO OCTOBER 31 1972 CITY OF EDGEWATER, FLORIDA UNDERCOLLECTED ESTIMATED COLLECTED OVERCOLLECTED Transfers from Revenue Fund $ 61,050.00 $ 57,156.03 $ 3,893.97 BUDGET APPROPRIATI.ONS 1 NOVEMBER 1, 1971 TO OCTOBER 31 1972 APPROPRIATED Water Department Salaries and Wages Social Security Expense Electric Power Chemicals Supplies Truck Expense Repairs and Replacements Telephone Miscellaneous and Employee Insurance Printing Professional Insurance Tank Maintenance Equipment Rental Office Space Rental Totals - Water Department Sewer Department Salaries and Wages Social Security Expense Electrical Power Chemicals Supplies Truck Expense Repairs and Replacements Telephone Printing and Office Supplies Professional Insurance Equipment Rental Office Space Rental Miscellaneous and Employee Insurance Totals - Sewer Department TOTALS - WATER AND SEWER DEPARTMENTS $ 16,000.00 1,000.00 3,000.00 1,500.00 500.00 1,000.00 2,000.00 250.00 2,000.00 600.00 1,000.00 1,200.00 500.00 200.00 600.00 $ _ 31,350.00 EXPENDED $ 14,518.19 929.52 3,461.25 931.38 292.03 770.45 3,062.65 239.60 1,109.74 643.73 500.00 978.00 35.00 600.00 $ 28,071.54 UNEXPENDED OVEREXPENDED $ 1,481.81 70.48 461.25 568.62 207.97 229.55 1,062.65 - 10.40 890.26 43.73 500.00 222.00 500.00 165.00 $ 3,278.46 $ 16,000.00 1,000.00 3,000.00 2,500.00 300.00 500.00 2,000.00 100.00 600.00 1,000.00 1,000.00 100.00 600.00 1,000.00 $ 29,700.00 -$ 61, 050.00 $ 13,836.19 844.51 3,380.49 1,720.17 456.34 373.15 1,724,01 111.48 456.49 500.00 408.00 600.00 722.67 $ 25,133.50 $ 53,205.04 $ 2,163.81 155.49 380.49 779.83 156-34 126.85 275.99 11.48 143.51 500.00 592.00 100.00 277.33 $_ 4,566.50 7 - 22 - a ■ BALANCE SHEET WATERWORKS AND SEWER SYSTEM BOND AND INTEREST SINKING FUND OCTOBER 31, 1972 WITH COMPARATIVE FIGURES AT OCTOBER 31 1971 CITY OF EDGEWATER, FLORIDA A S S E T S OCTOBER 31, 1972 1971 CASH IN BANK Bank of New Smyrna $ 45,496.13 $ 8,496.23 INVESTMENTS ' Certificates of Deposit - Bank of New Smyrna - 37,000.00 TOTAL ASSETS $ 45,496.13 $ 45,496.23 1 LIABILITIES AND FUND BALANCE ' LIABILITIES $ - $ FUND BALANCE 45 496.13 45 496.23 ' TOTAL LIABILITIES AND FUND BALANCE $ 45,496.13 $ 45,496.23 ANALYSIS OF CHANGES IN FUND BALANCE NOVEMBER 1, 1971 TO OCTOBER 31, 1972 FUND BALANCE - November 1, 1971 $ 45,496.23 ADD: Transfer from Revenue Fund 94,665,00 140,161.23 DEDUCT: Interest on Bonds $ 62,665.10 Bonds Retired 32,000.00 94665.10 FUND BALANCE - October 31, 1972 $ 45,496.13 - 23 - 1 1 ' CASH RECEIPTS AND DISBURSEMENTS WATER AND SEWER SYSTEM BOND AND INTEREST SINKING FUND ' NOVEMBER 1, 1971 TO OCTOBER 31, 1972 ' CITY OF EDGEWATER, FLORIDA BALANCE PER AUDIT - November 1, 1971 ' RECEIPTS Transfers from Revenue Fund ' Time Certificates Redeemed Interest on Investments TOTAL RECEIPTS TOTAL TO BE CC A OUNTED FOR DISBURSEMENTS Interest on Investments Transferred ' to Revenue Fund Bonds Retired Interest Paid on Bonds ' TOTAL DISBURSEMENTS BALANCE TO BE ACCOUNTED FOR 1 ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna 1 $ 8,496.23 $ 94,665.00 37,000.00 462.50 132,127.50 140,623.73 462.50 32,000.00 62,665.10 95,127.60 $ 45,496.13 $ 45,496.13 - 24 - r ESTIMATED REVENUE WATERWORKS AND SEWER SYSTEM BOND AND INTEREST SINKING FUND NOVEMBER -1, 1971 TO OCTOBER 31 1972 CITY OF EDGEWATER. FLORIDA UNDERCOLLECTED ESTIMATED COLLECTED OVERCOLLECTED Transfer from Revenue Fund $ 94,665.00 $ 94,665.00 $ - BUDGET APPROPRIATIONS NOVEMBER 1, 1971 TO OCTOBER 31, 1972 UNEXPENDED APPROPRIATED EXPENDED OVEREXPENDED Interest $ 62,665.00 $ 62,665.10 $ .10 Bonds Retired 32,000.00 32,000.00 - TOTALS $ 94,665.00 $ 94,665.10 $ .10 %, - 25 - raw I u� BALANCE SHEET ' WATERWORKS AND SEWER SYSTEM DEBT SERVICE RESERVE ' OCTOBER 31, 1972 WITH COMPARATIVE FIGURES AT OCTOBER 31 1971 ' CITY OF EDGEWATER, FLORIDA ' A S S E T S OCTOBER 31, ' 1972 1971 CASH IN BANK Bank of New Smyrna $ 52.00 $ 52.00 INVESTMENTS U. S. Treasury Bills $ 95,014.00 $ 93,948.00 Certificates of Deposit 6,000.00 6,000.00 Total Investments $ 101,014.00 $ 99,948.00 TOTAL ASSETS $ 101,066.00 $ 100,000.00 LIA BILIT IES AND FUND BALANCE LIABILITIES Due to Revenue Fund $ 1.066.00 $ - FUND BALANCE $ _ 100,000.00 $ 100,000.00 TOTAL LIABILITIES AND FUND BALANCE $ 101,066.00 $ 100,000.00 1 ' - 26 - r-, M CASH RECEIPTS AND DISBURSEMENTS ■r rr ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna Ai dt r it rr we ■r $ 52.00 - 27 - WATER AND SEWER SYSTEM DEBT SERVICE NOVEMBER 1 1971 TO OCTOBER 31, CITY OF EDGEWATER FLORIDA RESERVE 1972 111` BALANCE PER AUDIT - November 1, 1971 $ 52.00 RECEIPTS Redemption of U. S. Treasury Bills $ 93,948.00 Redemption of Time Certificate 6,000.00 as Interest on U. S. Treasury Bills 1,066.00 101,014.00 TOTAL TO BE ACCOUNTED FOR $ 101,066.00 DISBURSEMENTS Purchase of U. S. Treasury Bills $ 95,014.00 Purchase of Time Certificate 6,000.00 101,014.00 r BALANCE TO BE ACCOUNTED FOR $ 52.00 ■r rr ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna Ai dt r it rr we ■r $ 52.00 - 27 - M i ESTIMATED REVENUE rrr WATERWORKS AND SEWER SYSTEM DEBT SERVICE RESERVE NOVEMBER 1 1971 TO OCTOBER 31 1972 CITY OF EDGEWATER FLORIDA UNDERCOLLECTED ESTIMATED COLLECTED OVERCOLLECTED Interest on Investments $ 8,000.00 $ 6,382.00 $ 1,618.00 M w x d BUDGET APPROPRIATIONS NOVEMBER 1, 1971 TO OCTOBER 31, 1972 UNEXPENDED APPROPRIATED EXPENDED OVEREXPENDED Interest Transferred to Revenue Fund $ 8,000.00 $ 5_,,316.00 $ 2,684.00 i so avi do r 28 - rr BALANCE SHEET ' WATERWORKS AND SEWER SYSTEM RENEWAL AND P.EPLACE14ENT FUND OCTOBER 31, 1972 ' WITH COMPARATIVE FIGURES AT OCTOBER 31 1971 ' CITY OF EDGEWATER, FLORIDA A S S E T S OCTOBER 31, ' 1972 1971 CASH IN BANK Bank of New Smyrna $ 6,032.70 $ 675.44 ' INVESTMENTS Certificate of Deposit 26,000.00 26,000.00 ' TOTAL ASSETS $ 32,032.70 $_ 26,675.44 ' ZIABILITIES AND FUND BALANCE LIABILITIES Payroll Taxes Payable $ - $ 10,39 ' FUND BALANCE 32,032,70 26,665.05 ' TOTAL LIABILITIES AND FUND BALANCE $ 32,032.70 26,675.44 1 ' ANALYSIS OF CHANGES IN FUND BALANCE N0VEMBER__1, 1971 TO OCTOBER 3I 1972 ' FUND BALANCE - November 1, 1971 $ 26,665.05 ADD: Transfers from Revenue Fund 16,248.75 $ 42,913.80 ' DEDUCT: Capital Improvements 10,881.10 - FUND BALANCE - October 31, 1972 $ 32,032.70 - 29 - CASH RECEIPTS AND DISBURSEMENTS WATER AND SEWER SYSTEM RENEWAL AND REPLACEMENT FUND ' NOVEMBER 1 1971 TO OCTOBER 3I 1972 CITY OF EDGEWATER FLORIDA 1 BALANCE PER AUDIT - November 1, 1971 $ 675.44 ' RECEIPTS Transfers from Revenue Fund $ 16,248,75 ' Payroll Taxes Collected Payroll Taxes Paid $ 46.34 62.51 (16.17 TOTAL RECEIPTS 16,232.58 TOTAL TO BE ACCOUNTED FOR $ 16,908.02 DISBURSEMENTS ' Water Department: Wages $ 452.54 ' Social Security Materials 27.74 6,767.93 Repairs and Replacements 2,021.70 Miscellaneous 185.00 9,454.91 Sewer Department: Wages 439.34 Social Security 23.29 Repairs and Replacements 454.64 ' Miscellaneous 503.14 1,420.41 ' TOTAL DISBURSEMENTS 10,875.32 BALANCE TO BE ACCOUNTED FOR 6,032.70 ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna $ 6,032.70 ' - 30 - u ' ESTIMATED REVENUE WATERWORKS AND SEWER SYSTEM RENEWAL AND REPLACEMENT FUND ' NOVEMBER 1, 1971 TO OCTOBER 31 1972 CITY OF EDGEWATER FLORIDA ' UNDERCOLLECTED ESTIMATED COLLECTED OVERCOLLECTED Transfers from Revenue Fund $ 16,635.00 16,248.75 $ 386.25 ' BUDGET APPROPRIATIONS ' NOVEMBER 1 1971 TO OCTOBER 31 1972 UNEXPENDED ' APPROPRIATED EXPENDED OVER.EXPENDED Capital Improvements $ 16,635.00 $ 10,881.10 ,$ 5,753.90 u II II II u I I 31 - Page 1 of 2 INCOME AND EXPENSE STATEMENT WATERWORKS AND SEWER SYSTEM FUNDS NOVEMBER 1, 1971 TO OCTOBER 31, 1972 CITY OF EDGEWATER, FLORIDA_ INCOME Water Sales Connection Charges - Water Service Charges Hydrant Rental Miscellaneous Income - Water Sewer Charges Connection Charges - Sewer OPERATING INCOME EXPENSE Water Department: Salaries and Wages $ 14,518.19 Social Security Expense 929.52 Electric Power 3,461.25 Chemicals 931.38 Supplies 292.03 Truck Expense 770.45 Repairs and Replacements 3,062.65 Telephone 239.60 Hospitalization Insurance 520.54 Printing and Office Supplies 643.73 Professional Services 500.00 Miscellaneous Expense 589.20 Equipment Rental 35.00 Insurance 978.00 Office and Storage Space Rental 600.00 Bad Debts 23.50 Sewer Department: Salaries and Wages $ 13,836.19 Social Security Expense 844.51 Electric Power 3,380.49 Chemicals 1,720.17 Supplies 456.34 Truck Expense 373.15 Repairs and Replacements 1,724.01 Telephone 111.48 Printing and Office Supplies 456.49 $ 62,003.80 4 1,573.65 5,200.00 104.34 59,071.85 4,200.00 $ 136,828.64 28,095.04 - 32 - W Page 2 of 2 ■ INCOME AND EXPENSE STATEMENT WATERWORKS AND SEWER SYSTEM FUNDS NOVEMBER 1 1971 TO OCTOBER 31, 1972 CITY OF EDGEWATER FLORIDA Sewer Department (Continued): Miscellaneous Expense Professional Services Insurance Office Space Rental Bad Debts TOTAL EXPENSES NET INCOME FROM OPERATIONS OTHER INCOME `m Utility Taxes Interest from Investments ro TOTAL OTHER INCOME TOTAL INCOME do OTHER EXPENSE Interest on Waterworks and Sewer System Bonds NET INCOME $ 722.67 500.00 408.00 600.00 95.95 $ 25,229.45 $ 45,583.73 8,750.41 $ 53,324.49 $ 83,504.15 54 334.14 $ 137 62,665.10 $ 75,173.19 - 33 - M1 STATEMENT OF REVENUE BONDED DEBT AND INTEREST di OCTOBER 31, 1972 CITY OF EDGEWATER, FLORIDA AMOUNT AVAILABLE AND TO BE PROVIDED FOR PMTIENT OF REVENUE BONDS AND INTEREST Amount Available - Sinking Fund $ 45,496,23 - Reserve Fund 100,000.00 145,496.23 .To Be Provided in Future Years - r r Bonds 1,_389, 503.77 TOTAL To Be Provided in Future Years - Interest TOTAL AVAILABLE AND TO BE PROVIDED ■r REVENUE BONDS AND INTEREST ` PAYABLE IN FUTURE YEARS 1964 Refunding and Revenue Bonds - Series "A" Series "B" TOTAL BONDS PAYABLE INTEREST PAYABLE IN FUTURE YEARS - Series "A" Series "B" TOTAL INTEREST PAYABLE TOTAL BONDS AND INTEREST PAYABLE IN FUTURE YEARS $ 1,535,000.00 956,274.37 $ 287,000.00 1,248,000.00 $ 122,193.75 834,080 $ 1,535,000.00 956,274.37 $ 2,491,274.37 - 34 - SCHEDULE OF REFUNDING AND IMPROVEMENT BOND AND INTEREST PAYABLE UNTIL MATURITY OCTOBER 31, 1972 CITY OF EDGEWATER, FLORIDA lb Ift In TOTALS $ 287,000.00 $ 122,193.75 ri yb W I im SERIES "A" YEAR OF TOTAL MATURITY PRINCIPAL INTEREST 1973 $ 12,000.00 $ 13,347.50 1974 13,000.00 12,753.75 1975 14,000.00 12,112.50 1976 14,000.00 11,447.50 1977 15,000.00 10,758.75 1978 16,000.00 10,022.50 1979 16,000.00 9,262.50 1980 17,000.00 8,478.75 1981 18,000.00 7,647.50 I�r 1982 19,000.00 6,768.75 1983 20,000.00 5,842.50 1984 21,000.00 4,868.75 1985 22,000.00 3,847.50 1986 23,000.00 2,778.75 1987 23,000.00 1,686.25 1988 24,000.00 570.00 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 TOTALS $ 287,000.00 $ 122,193.75 ri yb W I im a a SERIES "B" TOTAL TOTAL TOTAL TOTAL .r PRINCIPAL INTEREST INTEREST PRINCIPAL PAYMENT $ 20,000.00 21,000,00 22,000.00 23,000.00 24,000.00 24,000.00 26,000.00 27,000.00 28,000.00 29,000.00 30,000.00 31,000.00 32,000.00 33,000.00 36,000.00 37,000.00 60,000.00 62,000.00 65,000.00 67,000.00 70,000.00 73,000.00 76,000.00 79,000.00 82,000.00 86,000.00 85,000.00 1,2.48,000.00 47,972.60 47,178.23 46,364.49 45,473.24 44,562.62 43,632.62 42,663.88 41,637.01 40,571.39 39,467.02 38,323.90 37,142.03 35,921.41 34,662.04 33,325.18 31,910.81 30,031.55 27,667.81 25,207.20 22,649.71 19,995.35 17,224.74 14,337.88 11,334.77 8,215.41 4,960,43 1,647.30 $ 834,080.62 61, 320.10 59,931.98 58,476,99 56,920.74 55,321.37 53,655.12 51,926.38 50,115.76 48,218,89 46,235.77 44,166.40 42,010.78 39,768.91 37,440.79 35,011.43 32,480.81 30,031.55 27,667.81 25,207.20 22,649.71 19,995.35 17,224.74 14,337.88 11,334.77 8,215.41 4,960.43 1,647.30 x,956,274.37 32,000.00 34,000.00 36,000,00 37,000.00 39,000.00 40,000.00 42,000.00 44,000.00 46,000.00 48,000.00 50,000.00 52,000.00 54,000.00 56,000.00 59,000.00 61,000.00 60,000.00 62,000.00 65,000.00 67,000.00 70,000.00 73,000.00 76,000.00 79,000.00 82,000.00 86,000.00 85,000.00 $ 1,535,000.00 93,320.10 93,931.98 94,476.99 93,920.74 94,321.37 93,655.12 93,926.38 94,115.76 94,218.89 94,235.77 94,166.40 94,010.78 93,768.91 93,440.79 94,011.43. 93,480.81 90,031.55 89,667.81 90,207.20 89,649.71 89,995.35 90,224.74 90,337.88 90,334.77 90,215.41 90,960.43 86,647.30 $, 2,491,2.74.37 - 35 - i ift INSURANCE COVERAGE OCTOBER 31, 1972 Page 1 of 3 CITY OF EDGEWATER, FLORIDA REQUIRE UNDER ORDINANCE #400 M SECTION K (3) Requirement: Auto Liability Insurance Limits - $50/100,000 Bodily Injury: $10,000 Property Damage Policy in Force: CAL - 103892 Insurance Company of North America 46 Agent: J. E. Tumblin Agency New Smyrna Beach, Florida Period: 12 -19 -71 to 12 -19 -72 do Limits: $100/300,000 Bodily Injury: $25,000 Property Damage ■r SECTION K (1) (2 'r (1) Requirement: Fire and Extended Coverage on Insurable Portions of the Water and Sewer Project (2) Requirement: Public Liability Insurance Limits: $50/100,000 Bodily Injury: $10,000 Property Damage Policy in Force: Package Policy #AGP - 09 -76 -34 Insurance Company of North America Agent: J. E. Tumblin Agency New Smyrna Beach, Florida ' Period: 12 -19 -71 to 12 -19 -74 (1) Property Covered - Water System: Blanket Policy -90% Coinsurance -$100 Deductible 1. Elevated Steel Water Tank situated N/S East Park Avenue, Edgewater 2. Elevated Steel Water Tank at W/S Kumquat Tree Drive ' 3. AAA Water Treatment Plant Building situated N/S E. Park Avenue, Edgewater ' 4. Machinery and Equipment while contained in Item # 3 5. ICM Pump House # 2 situated approximately 2 miles W of R.R. at Edgewater Well Field ' - 36 - Page 2 of 3 INSURANCE COVERAGE OCTOBER 31, 1972 CITY OF EDGEWATER FLORIDA SECTION K (1) (2) - Continued 6. ICM Pump House # 1 situated approximately 2 miles W of R.R. at Edgewater Well Field 7. Machinery and Equipment while contained in Item # 5 8. Machinery and Equipment while contained in Item # 6 _Property Covered - Sewer System: 1. AAA Concrete and Steel Sewage Treatment Plant situated W end of Ocean Avenue 2. Pumping Station # 3, situated East end of Riverview Avenue 3. Pumping Station # 4, situated Oakridge and Drainage Canal 4. Pumping Station # 6, situated 16th and Evergreen Street 5. Pumping Station #7, situated W end of Joyce Street 6. Lift (pumping) Station Yk 1, situated Indian River Boulevard and Riverside 7. Lift (pumping) Station # 2, situated Merrimac and Riverside 8. Lift (pumping) Station # 5, situated West Pine Bluff Street 9. Lift (pumping) Station Yk 9, situated at Silver Ridge 10. Steel and Concrete K/A Pumping Station 1k 8 at Kumquat Tree Drive and 18th Street Property Covered - General Fund- 1. Shuffle Board at N. E. Corner of Riverside Drive and Park Avenue 2. AAA City H11 Building - at 106 N. Riverside Drive 3. C. B. - Community House at N. W. Corner of Park Avenue and Riverside Drive 4. C. B. - Library at 141 East Park Avenue 5. C, B. - Equipment Storage Building and Tool House at Mango Drive 6. C. B. - Utility and Storage for Water Department at 113 East Park Avenue (2) Liability Limits: $100/300,000 Personal Injury: $25,000 Property Damage for Each Occurrence with $100,000 Aggregate Operations - 37 - Paoe 3 of 3 INSURANCE COVERAGE OCTOBER 31, 1972 CITY OF EDGEWATER, FLORIDA ' OTHER INSURANCE CARRIED Policy #NWC 16 42 33 Insurance Company of America ' 12 -19 -71 to 12 -19 -72 Workmen's Compensation Limit of Liability $100,000.00 ' Policy #BT (1) 11076 R The Travelers Insurance Company 10 -1 -72 to 10 -1 -73 Accidental Death $20,000.00 11 f Y NOTES TO FINANCIAL STATEMENTS A S S E T S CASH ON HAND AND IN BANKS $ 136,599.79 W Cash on hand was verified by actual count. Cash in banks was M verified by reconciling the book balances with the balances shown on the bank statements and by direct correspondence with the depositories. ■■ The depositories have pledged the following collateral to guarantee deposits of the City in excess of $20,000.00: ■i 1. First National Bank of New Smyrna Beach - A. $ 25,000.00 City of Homestead Florida Electric and Water Revenue Bonds, due 2 -1 -76 B. State of Florida University System 6 1/2% Revenue Bonds of 1971 $ 30,000.00, due 2 -1 -77 C. $ 40,000.00 City of Ormond Beach Florida Water and Sewer Revenue Bonds, due 9 -13 -76 2. Bank of New Smyrna - W A. $ 10,000.00 U. S. Treasury 7% Notes, dated 8/15/1971, due 11/15/75 B. $ 200,000.00 U. S. Treasury 4 3/4% Notes, Series B 1978, dated 11/15/71, due 11/15/78 C. $ 10,000.00 U. S. Treasury Notes 5 5/8 %, Series B 1974, dated 8/15/68, due 8/15/74 W RECEIVABLES $ 11,843.56 r The balance due to the City for garbage collection amounts to $ 2,026.45. The paving accounts receivable, in the amount $ 1,142.78 are amounts due from property owners as their share of the street paving costs assessed by the City. The fine and forfeiture receivable of $ 1,143.00 represents fines levied by the court which are being paid for on an installment No basis. M - 39 - The interest receivable of $ 1,300.91 is on a certificate of deposit which was received subsequent to October 31, 1972. i111 The water and sewer consumer's accounts receivable, in the amount of $ 6,215.61 were checked in detail and found to be in balance rn with the General Ledger Control. M INVESi'MENTS The investments of the various funds are as follows: go Water and Sewer Debt Service Reserve $ 101,014.00 General Fund 50,000.00 r Water and Sewer Renewal and Replacement Fund 26,000.00 ■r $ 177,014.00 ■r These investments are in U. S. Treasury Bills and certificates of deposit, and are shown in detail in the audit report as "Schedule of r Investments ". FIXED ASSETS r The fixed assets represent the capital assets of the City. M A reconciliation of the assets acquired for the General Fund, during the current fiscal year, is shown in detail in the audit report under the Capital Fund section, and a reconciliation of the Waterworks and do Sewer System assets acquired are shown under the Waterworks and Sewer System section. INVENTORY OF MATERIALS This inventory represents materials and supplies on hand, at cost, at the end of the fiscal year. The inventory was taken, priced, and extended by the City employees and accepted by us without detailed verification. M $ 177,014.00 $ 2,906,556.22 $ 6,555.28 - 40 - as i Fund to guarantee payment of the water bill. LIABILITIES AND FUND BALANCE ACCOUNTS PAYABLE - UNRECORDED $ 7,247.07 As the City operates on a cash basis, the accounts are not set up on the books until approved by the City Council at an open meeting and paid. They are, however, set up on the balance sheet so that the fair financial position of the City will be reflected by the audit. PAYROLL TAXES PAYABLE $ 3,023.81 r The above amount represents income and Social Security taxes withheld from employees' wages. do PLAYGROUND ACCOUNT $ 36.11 This account remains the same as at the close of the rr previous year as there has been no activity thereon. dw - 41 - i di GASOLINE INVENTORY $ ____I_ . ,685,46 This is the value of the gasoline in the City's tanks as j of the date of the audit according to inventory records. An actual physical inventory was not taken by the City. It is our continuing recommendation that a physical inventory be taken at the end of each fiscal period and the account reconciled. METER DEPOSITS $ 20.00 This deposit was made by the General Fund to the Water Fund to guarantee payment of the water bill. LIABILITIES AND FUND BALANCE ACCOUNTS PAYABLE - UNRECORDED $ 7,247.07 As the City operates on a cash basis, the accounts are not set up on the books until approved by the City Council at an open meeting and paid. They are, however, set up on the balance sheet so that the fair financial position of the City will be reflected by the audit. PAYROLL TAXES PAYABLE $ 3,023.81 r The above amount represents income and Social Security taxes withheld from employees' wages. do PLAYGROUND ACCOUNT $ 36.11 This account remains the same as at the close of the rr previous year as there has been no activity thereon. dw - 41 - i di REFUNDABLE LINE EXTENSION DEPOSITS $ _ 22,053.32 The above balance represents deposits by water and sewer +r consumers to cover costs of extending mains. They are refundable in amounts and for the time specified as set forth in Ordinance No. 396 do governing line extension agreements. Included in the above balance is the amount of $ 16,520.00, the cost of the sewer system for Silver Ridge, based on the consulting M engineer's estimate. The City entered into an agreement with Alexander Construction Company during the fiscal year 1966 -1967 to take over the r operation of this system. The agreement provides that the City will refund to Alexander Construction Company 20% of the revenues derived from the Silver Ridge System until the cost of the system has been do recovered or a period of ten years whichever shall come first. During the fiscal year 1971 -1972, there was no refund made to Alexander so Construction Company. WATERWORKS AND SEWER SYSTEM REFUNDING AND IMPROVEMENT REVENUE BONDS - SERIES "A" $ _ 287,000.00 WATERWORKS AND SEWER SYSTEM REFUNDING AND IMPROVEMENT REVENUE BONDS - SERIES "B" $ 1,248,000.00 On March 2, 1964 the City approved Ordinance No. 400 providing for the construction of a new sanitary sewage system and ' appurtenant facilities in the City of Edgewater, Florida, to be ' combined with the existing waterworks system of said City and operated therewith as a single utility and authorized the issuance of ' $ 1,692,000.00 Waterworks and Sewer System Refunding and Improvement Revenue Bonds, consisting of $ 369,000.00 Series "A" Bonds to refund outstanding water revenue certificates of the City, dated February 1, 1958, and $ 1,323,000.00 Series "B" to finance a part of the cost of i� the project. Bonds of Series "A" shall bear interest at a rate or rates of not exceeding four and three - fourths per centum ( 4 3/4% ) per annum, vi and Bonds of Series "B" shall bear interest at a rate or rates of not exceeding four per centum ( 4% ) per annum. Such interest shall be payable with respect to both series semi - annually on February 1 and August 1 of each year in accordance with the schedule in the audit report under the Bonded Debt Statistics section. r During the current fiscal year, the City retired Bonds Series "A" number 71 through 82, and Bonds Series "B" 52 through r 71. METER DEPOSITS $ 21,429.10 These deposits were made by water consumers to guarantee payment of these accounts. These deposits are refundable under IM applicable rules and regulations. FUND BALANCE $ _ 1,650,468.73 VIII This account represents the excess of the City's assets over the City's liabilities as shown on the balance sheet. r di - 43 - 0 GENERAL The estimated revenue of the General Fund for the fiscal year 1971 -1972 was $ 245,250.00, the actual net collections were $ 295,916.10 do or an over collection of $ 50,666.10. The estimated expenditures or budget appropriations statement of the General Fund shows actual expenditures of +� $ 243,354.52 against a budgeted amount of $ 245,250.00 which reflects an ' under expenditure of $ 1,895.48. The income and expense statement of the Waterworks and Sewer ' System Funds reflects a net income from operation of $ 83,504.15. This does not include income from utility taxes, interest from investments, ' nor does that figure include expenditure for bond interest. A comparison ' with the previous year's operations is as follows: 1972 1971 ' Water Department Income $ 73,556.79 $ 69,627.46 Sewer Department Income 63,271.85 61,375.40 ' $ _ 136,828.64 $ 131,002.86 Water Department Expense $ 28,095.04 $ 30,236.87 Sewer Department Expense 25,229.45 23,922.49 ' $ 53,324.49 $ 54,159.36 Net Income from Operations $ 83,504,15 $ 76,843.50 t All accounts required by the Bond Ordinance are being properly used and no default on the part of the City of any covenant of the bond ordinance has been disclosed in this audit. 1 During the current fiscal year, the city collected $ 94,041.44 of the current year's tax assessments and $ 61.09 on delinquent taxes. h 1 - 44 - 1 The amount of delinquent taxes, as submitted by the Volusia County tax collector, is $ 625.36. The tax collector estimated the collectibil.ity of ' these accounts to be 20 %. - 45 - MANAGEMENT LETTER OCTOBER 31, 1972 CITY OF EDGEWATER, FLORIDA TURNEY AND DUPREE CERTIFIED PUBLIC ACCOUNTANTS 501 NORTH GRANDVIEW AVENUE DAYTONA BEACH, FLORIDA 32019 IN To The Honorable Mayor and City Council City of Edgewater, Florida M TELEPHONE (AREA CODE 904) 253 -6501 Ladies and Gentlemen: r� According to your request, we have audited the books and records of the City of Edgewater, Florida for the fiscal year ended October 31, 1972. Our certificate indicates an unqualified opinion as to the financial position of r. the City of Edgewater at October 31, 1972, and the results of its operations for the year then ended. During the course of our examination, we reviewed the system of Internal Accounting Procedures. This review was made in order to determine the scope of our examination and to determine compliance with the requirements of Florida ,. Statute 167.611. The review was, therefore, not so extensive as would be undertaken in connection with a systems survey. so We submit below our comments and recommendations designed to improve controls presently in operation. PRIOR RECOMMENDATIONS RELATING TO INTERNAL ACCOUNTING CONTROLS AND PROCEDURES NOT ADOPTED RECOMMENDATION 1 - THE INDEX FILE OR FIXED ASSETS OF THE CITY SHOULD .r BE TIED OUT WITH THE GENERAL LEDGER PERIODICALLY At present a physical inventory file of fixed assets is maintained show - ing date of acquisition, cost, model, serial number and location. In order to strengthen controls over this system all acquisitions and retirements should be posted to the cards and the totals agreed with the General Ledger. In addition, any major retirements of fixed assets should be approved by the Council. M TURKEY AND DUPREE Certified Public Accountants FIRST FEDERAL BUILDING 501 NORTH GRANDVIEW AVENUE • BOX 5335 DAYTONA BEACH, FLORIDA 32020 JOHN P. TURNEY G. DARRELL DUPREE RICHARD J. CAMPUTARO • MEMBERS AMERICAN INSTITUTE AND FLORIDA INSTITUTE OF CERTIFIED PUBLIC Januar y 4 1973 ACCOUNTANTS To The Honorable Mayor and City Council City of Edgewater, Florida M TELEPHONE (AREA CODE 904) 253 -6501 Ladies and Gentlemen: r� According to your request, we have audited the books and records of the City of Edgewater, Florida for the fiscal year ended October 31, 1972. Our certificate indicates an unqualified opinion as to the financial position of r. the City of Edgewater at October 31, 1972, and the results of its operations for the year then ended. During the course of our examination, we reviewed the system of Internal Accounting Procedures. This review was made in order to determine the scope of our examination and to determine compliance with the requirements of Florida ,. Statute 167.611. The review was, therefore, not so extensive as would be undertaken in connection with a systems survey. so We submit below our comments and recommendations designed to improve controls presently in operation. PRIOR RECOMMENDATIONS RELATING TO INTERNAL ACCOUNTING CONTROLS AND PROCEDURES NOT ADOPTED RECOMMENDATION 1 - THE INDEX FILE OR FIXED ASSETS OF THE CITY SHOULD .r BE TIED OUT WITH THE GENERAL LEDGER PERIODICALLY At present a physical inventory file of fixed assets is maintained show - ing date of acquisition, cost, model, serial number and location. In order to strengthen controls over this system all acquisitions and retirements should be posted to the cards and the totals agreed with the General Ledger. In addition, any major retirements of fixed assets should be approved by the Council. M I � '.n - 2 - RECOMMENDATION 2 - A NEW COURT DOCKET SHOULD BE ESTABLISHED LISTING TI CKETS ISSUED IN NUMERICAL ORDER Under the present procedure there seems to be a large amount of duplication in recording fines and forfeitures. The docket should list ticket number, name of the violator, violation, date of violation, arresting officer, bond posted if applicable, date of court appear - ance, disposition of case and a column for the Judge's signature after final disposition of the case. This docket along with the actual tickets filed in numerical order should satisfy the record keeping function surrounding fines and r.i forfeitures and eliminate a lot of duplication in this area. RECOMMENDATION 3 - THE PROCEDURES SURROUNDING THE COLLECTIONS ON WATER, SEWER, AND GARBAGE RECEIVABLES SHOULD BE EXAMINED, During the course of our audit it was noted that the collection and recording function centers around one individual. We feel that the following recommendations in this area would greatly improve internal accounting controls. 1. When the city clerk opens the mail a listing of water, sewer and garbage receipts should be made for later comparison with the amount deposited to the bank. 2. The checks should then be passed on to the water and sewer clerk for posting to detail customer cards and preparation of the deposit slip. 3. The aforementioned listing tape would then be agreed to the amount deposited. 4. Bank reconciliations should be reviewed at the end of each month by the city clerk. Our review also indicated that several recommendations made in prior years have been adopted and internal controls thus strengthened. ar With the exception of the recommendations above, it appears that the pro- visions of Florida Statute 167.611 are being followed in that written procedures so for accounting and bookkeeping transactions have been adopted and implemented. The procedures adopted appear to comply with generally accepted accounting principals and provide for internal control with built -in provisions for tracing receipts from source to deposits, accounting for all disbursements, and the W - 3 - ' accounting for inventory and assets from acquisition to final disposition. We express our appreciation to the City officials and employees for their cooperation and assistance during the audit. Respectfully ( submitted, y'w