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FY 1971 Audit ReportA U D IT REPORT OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA t TURNEY & DUPREE Certified Public Accountants Daytona Beach, Florida A U D I T R E P O R T OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA MAYOR , COUNCILWOMAN COUNCILMEN CITY ATTORNEY CITY CLERK CITY AUDITORS Dana T. Armstrong Marion Crigger Charles P. Ganta David C. Severance David L. Wiggins, Sr. Charles A. Hall Cornelia A. Kinsey Turney and Dupree Certified Public Accountants TABLE OF CONTENTS PAGE NO. 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 9 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 I 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 e 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 2 9 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 i 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 PAGE NO. 34 35 36 - 38 39 - 45 1 TURNEY AND DUPREE Certified Public Accountants r FIRST FEDERAL BUILDING 501 NORTH GRANDVIEW AVENUE • BOX 5335 DAYTONA BEACH, FLORIDA 32020 40 JOHN P. TURNEY G. DARRELL DUPREE • MEMBERS AMERICAN INSTITUTE AND FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS January 4 , 1972 The Honorable Mayor and City Council City of Edgewater, Florida TELEPHONE UREA CODE 904) 253 -6501 Ladies and Gentlemen: We have examined the balance sheets of the various funds of the City of Edgewater, Florida, as of October 31, 1971, 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, 1971, 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 submit ed, V�.t�2.t�_ 1� AN dw t Wk COMBINED BALANCE SHEET ALL FUNDS OCTOBER 31, 1971 WITH COMPARATIVE FIGURES AT OCTOBER 31,_1.9.70 CITY OF EDGEWATER FLORIDA A S S E T S OCTOBER 31, 1971 1970 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 $ 754.85 39,411.26 18,658.86 3,893.97 675.44 52.00 8.496.23 $ 71,942.61 $ 856.32 21,341.55 4,230.73 5,296.14 4,404.59 468.00 16.065.02 $ 52.662.35 RECEIVABLES Accounts Receivable - Fines and Forfeitures Accounts Receivable - Garbage Lot cleaning liens Paving Accounts Receivable Water Customers Sewer Customers 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 TOTAL ASSETS $ 2,091.00 2,396.55 15.38 1,155.35 2,835.65 3,157.50 $ _ 11,651.43 $ � 162,948.00 $ 777,278.52 2.093.132.72 $ 218701411.24 $ 4,273.86 $ 1,433.06 $ 20.00 i $ 3,122,680.20 1,683.53 105.05 1,142.78 2,294.86 2.102.85 $ 7,329.07 $ 177,244.86 $ 683,497.50 2,087,269.01 $ 2,770,766.51 $ 4,508.40 $ 1,277.32 $ 20.00 $ 3,013.808.51 ob a& ob r M ft r ob ob Wr �r LIABILITIES AND FUND BALANCE OCTOBER 31, 1971 1970 ACCOUNTS PAYABLE - UNRECORDED $ 5,234.95 $ 1,932.39 PAYROLL TAXES PAYABLE 1,834.16 1,729.41 SPECIAL LIBRARY ACCOUNT 798.52 333.06 PLAYGROUND ACCOUNT 36.11 36.11 REFUNDABLE LINE EXTENSION DEPOSITS 22,314.51 22,544.70 WATER AND SEWER SYSTEM REFLT;DING AND IMPROVEMENT REVENLE BONDS - SERIES "A" 299,000.00 310,000.00 WATER AND SEWER SYSTEM REFLdDING AND IMPROVEMENT REVENUE BONDS - SERIES "B" 1,268,000.00 1,287,000.00 METER DEPOSITS 19,305.95 17,865.50 ADVANCE COLLECTIONS ON EMPLOYEE TELEPHONE CALLS - 42.03 ARREST ASSESSMENTS PAYABLE 36.00 - FUND BALANCE 1,506,120.00 1,372,325.31 TOTAL LIABILITIES AND FUND BALANCE $ 3,122,680.20 $ 3,013,808.51 1 I SCHEDULE OF INVESTMENTS WATER AND SEWER SYSTEM FUNDS OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA DATE OF DATE OF MATURITY SAFEKEEPING RECEIPT PURCHASE COST MATURITY VALUE OR CERTIFICATE NO, WATER AND SEWER - RESERVE FUND U.S.Treasury Bills Certificate of Deposit 8 -2 -71 $ 93,948.00 9 -13 -71 6,000.00 $ 99,948.00 7 -31 -72 $100,000.00 #21054 -SK 9 -13 -72 6,000.00 #156 Interest 52% m WATER AND SEWER - BOND or PRINCIPAL & INTEREST FUND i Certificate of Deposit 9 -15 -71 $ 37,000.00 12 -15 -71 $ 37,000.00 #9177TC Interest 5% do go WATER AND SEWER - RENEWAL AND REPLACEMENT FUND Certificate of Deposit 9 -15 -71 $ 6,000.00 Certificate of Deposit 9 -15 -71 5,000.00 Certificate of Deposit 4 -6 -71 15,000.00 $ 26,000.00 TOTAL COMBINED ALL FUNDS $162,948.00 9 -15 -72 $ 6,000.00 #158TC Interest 52% 9 -15 -72 5,000.00 #159TC Interest 52% 4 -6 -72 15,000.00 #85386 Interest 52% 2 40 w BALANCE SHEET CAPITAL FUND i OCTOBER 31, 1971 WITH COMPARATIVE FIGURES AT OCTOBER 31, 1970 i i rrr do a rr M i as do CITY OF EDGEWATER, FLORIDA A S S E T S OCTOBER 31, 1971 1970 Road machinery New City Hall Furniture and fixtures City barn building Maps ` Real estate Shell streets Street paving Strand road fill Traffic warning signal Traffic lights Police Department equipment Small tools and miscellaneous equipment 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 $ 93,435.84 37,681.35 10,426.13 2,983.85 80.00 39,371.60 4,170.44 297,867.88 3,797.00 22,906.85 4,392.55 17,323.80 4,211.20 42,115.85 3,310.45 31,291.46 7,438.23 9,250.62 22,817.82 8,379.02 28,241.19 664.36 2,907.42 5,171.51 4,712.03 31,820.94 40,509.13 $ 80,342.76 24,671.35 9,881.20 2,983.85 80.00 39,371.60 4,170.44 257,408.86 3,797.00 22,906.85 4,392.55 16,451.92 2,022.57 41,861.05 3,310.45 31,291.46 7,438.23 9,250.62 22,817.82 8,313.27 20,074.05 664.36 2,907.42 5,171.51 4,712.03 31,820.94 25,383.34 TOTAL ASSETS FUND B ALAN CE FUND BALANCE - October 31 $ 777,278.52 $ 683,497.50 $ 777,278.52 $ 683,497.50 3 0 T r ANALYSIS OF CHANGES IN FUND BALANCE NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CAPITAL FUND CITY OF EDGEWATER FLORIDA OCTOBER 31, 1971 1970 dW FUND BALANCE - November 1 a $ 683,497.50 $ 612,683.27 ADD: Net Increase in Assets 93,781.02 70,814.23 FUND BALANCE - October 31 $ 777,278.52 $ 683,497.50 dM as ao • .. 4 T Page 1 of 3 r RECONCILIATION OF FIXED ASSETS ACQUIRED CAPITAL FUND NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA Road Machinery: Balance - November 1, 1970 $ 80,342.76 Add: GMC Garbage Truck $ 13,044.74 Ford Trash Truck 3,502.92 Welder 198.22 r 16,745.88 Deduct: 1958 Trash Truck Traded 3,652.80 13,093.08 $ 9,435.84 New City Hall: Balance - November 1, 1970 24,671.35 Add: Remodeling Costs C 13,010.00 37,681.35 r Furniture and Fixtures: Balance - November 1, 1970 9,881.20 Add: Rug Shampooer 125.48 Coke Machine 115.00 Tables and Chairs 217.20 Vacuum 49.80 w File cabinet 37.45 544.93 10,426.13 City Barn Building 2,983.85 Maps 80.00 Real Estate 39,371.60 Shell Streets 4,170.44 •r Street Paving: Balance November 1, 1970 257,408.86 Add: Street Paving for Year 40,459.02 297,867.88 r Strand Road Fill 3,797.00 Traffic Warning Signals 22,906.85 as Traffic Lights 4,392.55 to Police Department Equipment: Balance '- November 1, 1970 16,451.92 Add: 1971 Ford Sedan 2,640.06 r Radio Monitor 136.95 19,228.93 Deduct: 1969 Chevrolet Sedan Traded 1,905.13 17,323.80 w 5 M Page 2 of 3 do RECONCILIATION OF FIXED ASSETS ACQUIRED CAPITAL FUND rir NOVEMBER 1, 1970 TO OCTOBER 31, 1971 r CITY OF EDGEWATER, FLORIDA Small Tools and Miscellaneous Equipment: Balance - November 1, 1970 $ 2,022.57 Add: Bush Hog Mower $ 325.00 Small Tools 746.06 Air Compressor 576.75 dW Water Cooler 210.01 Welder 198.21 Chain Saw 132.60 2,188.63 $ 4,211.20 Fire Department Equipment: Balance - November 1, 1970 s 41,861.05 Add: Red Lights 131.80 Auto Siren Time Clock 77.00 Asbestos Blanket 46.00 254.80 42,115.85 ° Street Signs 3,310.45 Library 7,438.23 Library Fixtures 9,250.62 Community House 22,817,82 r Community House Equipment: Balance - November 1, lo70 8,313.27 Add: Utensils 65.75 8,379.02 Municipal Park and Pier: do Balance - November 1, 1970 20,074.05 Add: Seawall 8,167.14 28,241.19 Picnic Area 664.36 do Communications System 2,907.42 AN Municipal Code 5,171.51 Bridge 4,712.03 New Library Building 31,820.94 s as 6 go i Page 3 of 3 RECONCILIATION OF FIXED ASSETS ACQUIRED CAPITAL FUND NOVEMBER 1 1970 TO OCTOBER 31 1971 CITY OF EDGEWATER FLORIDA Drainage: Balance - November 1, 1970 $ 25,383.34 Add: Improvements for Year 15,125.79 $ 40,509.13 a Street Department Equipment 3f,291.46 r BALANCE - October 31, 1971 s M M M M Aw go do M me 7 di f r BALANCE SHEET GENERAL FUND OCTOBER 31, 1971 WITH COMPARATIVE FIGURES AT OCTOBER CITY OF EDGEWATER FLORIDA 31 1970 A S S E T S OCTOBER 31, 1971 1970 +M CASH ON HAND AND IN BANK Cash on Hand $ 470.05 $ 374.02 First National Bank of New Smyrna 39,411.26 21,341.55 .do Total Cash on Hand and in Bank $ 39,881.31 $ 21,715.57 INVESTMENTS ' U. S. Treasury Bills (At Cost) $ - $ 38,664.31 so RECEIVABLES Accounts Receivable - Fines and Forfeitures $ 2,091.00 $ - rr Accounts Receivable - Garbage 2,396.55 1,683.53 Lot Cleaning Liens 15.38 105.05 Paving Accounts Receivable 1,155.35 1,142.78 do Total Receivables $ 5,658.28 $ 2,931.36 INVENTORIES - AT COST Gasoline $ 560.66 $ 548.86 Diesel Fuel 176.84 62.94 Supplies 695.56 665.52 Total Inventories $ 1,433.06 $ 1,277.32 METER DEPOSITS $ 20.00 $ 20.00 TOTAL ASSETS $ 46,992.65 $ 64,608.56 L I A B I L I T I E S AND F U N D B A L A N C E aY ACCOUNTS PAYABLE - Unrecorded $ 3,651.57 $ 1,123.41 PAYROLL TAXES PAYABLE 1,182.14 1,394,10 do SPECIAL LIBRARY ACCOUNT 798.52 333.06 PLAYGROUND ACCOUNT 36.11 36.11 ar ADVANCE COLLECTIONS ON EMPLOYEE TELEPHONE CALLS - 42.03 ARREST ASSESSMENTS PAYABLE 36.00 FUND BALANCE 41,288.31 61,679.85 dd TOTAL LIABILITIES AND FUND BALANCE $ 46,992,65 $ 64,608.56 me do 0 S M me ANALYSIS OF CHANGES IN FUND BALANCE GENERAL FUND r OCTOBER 31, 1971 CITY OF EDGEWATER FLO BALANCE - November 1, 1970 $ 61,679.85 ADD: Accounts Payable - October 31, 1970 $ 1,123.41 Increase in Garbage Accounts Receivable 713.02 Increase in Supplies Inventory 16.22 1,852.65 63,532.50 DEDUCT: Accounts Payable - October 31, 1971 3,651.57 Excess of Expenditures Over Revenues 18,592.62 22,244.19 " BALANCE - October 31, 1971 $ 41,288.31 1 9 d o Page 1 of 2 CASH RECEIPTS AND DISBURSEMENTS r GENERAL FUND ■r NOVEMBER 1, 1970 TO OCTOBER 31 CITY OF EDGEWATER FLORIDA 1971 do BALANCE PER AUDIT - November 1, 1970 $ 21,715.57 RECEIPTS do Certificates of Deposit - Redeemed $ 50,000.00 U. S. Treasury Bills Sold 38,664.31 Payroll Taxes Collected $ 18,907.49 Payroll Taxes Paid 19,119.45 (211.96) Lot Cleaning Collections 757.94 Lot Cleaning Expenses 79.06 678.88 Equipment Rental 522.50 Office Rent 1,200.00 Special Library Donations 465.46 Interest Earned 2,585.69 Penalties 156.00 Miscellaneous 674.08 Current Taxes 90,327.74 r Building Permits 2,287.50 Electrical Permits 1,262.30 Plumbing Permits 699.00 Lot Cleaning Lien Collections 89.67 Business Licenses 8 Beer, Wine and Liquor Licenses 38,75 Fines and Forfeitures 17,746.50 Reimbursement of Social Security Taxes by Water and Sewer Fund 1,066.08 Cigarette Tax 52,984.70 ■r Community Center Collections 829.25 Franchise Taxes 15,516.29 Garbage and Trash Collections 38,098.43 do Municipal Fuel Tax Refunds 31012.72 TOTAL RECEIPTS 327,482.69 TOTAL TO BE ACCOUNTED FOR $ 349,198.26 DISBURSEMENTS Certificates of Deposit Purchases $ 50,000.00 Supplies Purchases 19.85 as Gasoline Purchases $ 5,410.71 Gasoline-Used 5,398.91 11.80 Diesel Fuel Purchases 847.38 Diesel Fuel Used 733.48 113.90 • Prepaid Payments 6.93 Insurance 5.64 dW dfi 10 9 Page 2 of 2 CASH RECEIPTS AND DISBURSEMENTS GENERAL FUND NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA DISBURSEMENTS (Continued) Humane Society Street Paving and Improvements General Government Garbage and Trash Department Road Maintenance Department Park and Pier Street Lights Police Department Fire Department Emergencies and Contingencies Library Department Recreation Department Community Center Drainage TOTAL DISBURSEMENTS BALANCE TO BE ACCOUNTED FOR ACCOUNTED FOR AS FOLLOWS: First National Bank of New Smyrna Cash on Hand Library Petty Cash Fund e $ 1,100.00 4,495.22 60,740.30 53,180.19 32,709.85 12,121.94 10,689.38 43,533.27 11,907.93 1,278.45 8,405.78 1,818.42 2,052.31 15,125.79 $ 309,316.95 $ 39,881.31 $ 39,411.26 460.05 10.00 $ 39,881.31 11 r , ESTIMATED REVENUES GENERAL FUND NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA ORIGINAL ORDINANCE AMENDED UNCOLLECTED ESTIMATE #682 & #703 ESTIMATE COLLECTED OVERCOLLECTED Taxes $ 91,000.00 $ .00 $ 91,000.00 $ 90,327.74 $ 672.26 Building Permits 1,200.00 .00 1,200.00 2,287.50 1,087.50 * Electric Permits 600.00 .00 600.00 1,262.30 662.30 * Plumbing Permits 500.00 .00 500.00 699.00 - 199.00 * Business Licenses 9,000.00 .00 9,000.00 8,788.80 211.20 Beer, Wine and Liquor Licenses 1,900.00 .00 1,900.00 38.75 1,861.25 Fines and Forfeitures 18,000.00 .00 18,000.00 19,837.50 1,837.50 * r Miscellaneous 2,000.00 .00 2,000.00 6,110.26 4,110.26 * Cigarette Tax 40,000.00 .00 40,000.00 52,984.70 12,984.70 * Franchise Rebate 14,500.00 .00 14 15,516.29 1,016.29 * do Community Center 1,000.00 .00 1,000.00 829.25 170.75 Garbage and Trash Collections 35,000.00 .00 35,000.00 38,098.43 3,098.43 * r Office & Storage Space Rental 1,200.00 .00 1,200.00 1,200.00 - Surplus Fund 21,000.00 37,000.00 58 58,000.00 - o Interest on Investments .00 .00 .00 2,585.69 2,585.69 TOTALS $ 236,900.00 37,000.00 273,900.00 S 298,566.21 24,666.21 0 TOTAL COLLECTIONS $ 298,566.21 0 LESS: SURPLUS FUND 58,000.00 o NET COLLECTIONS $ 240,566.21 w NET COLLECTIONS $ 240,566.21 TOTAL EXPENDITURES 259,158.83 0 EXCESS OF EXPENDITURES OVER COLLECTIONS y S 18,592.62 r ad 12 as r do 13 4 BUDGET APPROPRIATIONS GENERAL FUND NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER FLORIDA ORIGINAL ORDINANCE AMENDED UNEXPENDED APPROPRIATION #682 & #703 APPROPRIATION EXPENDED OVEREXPENDED rr .General Government $ 66,000.00 $ (6,000.00) $ 60,000.00 $ 60,740.30 $ 740.30 Garbage and Trash Department 32,800.00 21,000.00 53,800.00 53,180.19 619.81 Road Maintenance 23,600.00 9,000.00 32,600.00 32,709.85 109.85 r , Street Paving and Improvements 2,000.00 3,000.00 5,000.00 4,495.22 504.78 Humane Society 1,200.00 .00 1,200.00 1,100.00 100.00 Park Maintenance dW and Recreation 10,300.00 4,200.00 14,500.00 13,940.36 559.64 Street Lights 11,550.00 (550.00) 11,000.00 10,689.38 310.62 Police Department 46,500.00 (3,000.00) 43,500.00 43,533.27 33.27 �+ Fire Department 4,250.00 2,500.00 6,750.00 6,707.93 42.07 Fire Hydrants 5,200.00 .00 5,200.00 5,200.00 - Emergency and Contingency 6,000.00 1,850.00 7,850.00 1,278.45 6,571.55 Library 8,840.00 .00 8,840.00 8,405.78 434.22 Community Center 2,550.00 .00 2,550.00 2,052.31 497.69 Drainage 10,700.00 5,000.00 15,700.00 15,125.79 574.21 Capital Outlay 100.00 .00 100.00 - 100.00 Civil Defense 100.00 .00 100.00 - 100.00 Administrator 100.00 .00 100.00 - 100.00 Equipment Replacement 5,110.00 .00 5,110.00 - 5,110.00 TOTALS $ 236,900.00 $37,000.00 $ 273 900.00 $ 259,158.83 $ 14,741.17 do 13 4 M. BALANCE SHEET ALL WATERWORKS AND SEWER SYSTEM FUNDS OCTOBER 31, 1971 WITH COMPARATIVE FIGURES AT OCTOBER 31 1970 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 Total Accounts Receivable INVESTMENTS Certificate of Deposit - Debt Service Reserve - Bond Interest and Sinking Fund - Renewal and Replacement Fund U. S. Treasury Bills - Bond Interest and Sinking Fund - Debt Service Reserve - Renewal and Replacement Fund Total Investments FIXED ASSETS INVENTORY OF MATERIALS - AT COST TOTAL ASSETS OCTOBER 31 1971 1970 $ 284.80 $ 482.30 18,658.86 $ 4,230.73 3,893.97 $ 5,296.14 675.44 $ 4,404.59 52.00 $ 2,265,702.45 468.00 8,496.23 16,065.02 $ 32,061.30 $ 30,946.73 $ 2,835.65 $ 2,294.86 3,157.50 2,102.85 $ 5,,993.15 $ � u 4,397.71 $ 6,000.00 $ 6,000.00 37,000.00 - 26,000.00 - 29,391.22 93,948.00 93,532.00 - 9,657.33 $ 162,948.00 $ 138,580.55 $ 2,093,132.72 $ 2 $ 4,273.86 $ 4508.40 1 2,298,409.03 $ 2,265,702.45 Ub ft r I LIABILITIES AND FUND BALANCE ar OCTOBER 31, 1971 1970 ACCOUNTS PAYABLE - Unrecorded $ 1,583.38 $ 808.98 s PAYROLL TAXES PAYABLE rr REFUNDABLE LINE EXTENSION DEPOSITS METER DEPOSITS i WATER AND SEWER SYSTEM REFUNDING AND IMPROVEMENT REVENUE BOi',DS - SERIES "A" WATER AND SEWER SYSTEM REFUNDING AND IMPROVEMENT REVENUE BONDS - SERIES "B" i FUND BALANCE i TOTAL LIABILITIES AND FUND BALANCE do i do 652.02 335.31 22,314.51 22,544.70 19,305.95 17,865.50 299,000.00 310,000.00 1,268,000.00 1,287,000.00 687,553.17 627,147.96 � 2,298,409.03 $ 2,265,702.45 14 BALANCE SHEET WATERWORKS AND SEWER SYSTEM REVENUE FUND OCTOBER 31, 1971 WITH COMPARATIVE FIGURES AT OCTOBER 31 1970 CITY OF EDGEWATER FLORIDA A S S E T S OCTOBER 31, 1971 1970 CASH ON HAND AND IN SANK Cash on Hand Bank of New Smyrna Total Cash on Hand and in Bank WATER CUSTOMERS' ACCOUNTS RECEIVABLE $ 18,943.66 SEWER CUSTOMERS' ACCOUNTS RECEIVABLE $ 284.80 18,658.86 $ 18,943.66 $ 2,835.65 $ ___ 3,157.50 $ 482.30 4,230.73 $ 4,713.03 $ 2,294.86 $ 2,102.85 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 1,439,456.13 380,094.80 16,520.00 154,291.17 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 $ 2,093,132.72 $_ __4 $ 2,122,343.39 $ 12,000.00 1,437,036.66 380,094.80 16,520.00 150,846.93 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_,087,269.01 $ 4,508.40 1 $ 2,100,888.15 r ■r r on ft ft r lb i do do METER DEPOSITS LIABILITIES AND FUND BALANCE OCTOBER 31, _ 1971 1970 $ 19,305.95 $ 17,865.50 r WATERWORKS AND SEWER SYS REFUNDING AND IMPROVEMENT REVENUE BONDS - SERIES "A" as WATERWORKS AND SEWER SYSTEM REFUNDING AND d IMPROVEMENT REVENUE B ONDS_ - SERIES "B" REFUNDABLE LINE EXTENSION DEPOSITS nl FUND BALANCE r ' do rr TOTAL LIABI LITIES AND FUND BALANCE dW m do 299,000.00 1,268,000.00 22,314.51 310,000.00 1,287,000.00 22,544.70 513,722.93 463,477.95 $_ 2,122,343.39 $ 2,100,888.15 15 a M ANALYSIS OF CHANGES IN FUND BALANCE WATERWORKS AND SEWER SYSTEM REVENUE FUND NOVEMBER 1, 1970 TO OCTOBER 31 1971 r CITY OF EDGEWATER FLORIDA FUND BALANCE - November 1, 1970 $ 463,477.95 +o ADD: Series "A" Bonds Redeemed $ 11,000.00 Series "B" Bonds Redeemed 19,000.00 dM Water and Sewer Line Extensions 5,863.71 Excess of Revenue Over Expenditures 14,845.46 50,709.17 4 , 514,187.12 DEDUCT: Decrease in Inventory 234.54 .M Adjustment - Refundable Line Extension Deposits 229.65 464.19 FUND BALANCE - October 31, 1971 $513,722.93 am =M dM +w w do w 16 +o RECONCILIATION OF FIXED ASSETS ACQUIRED WATER AND SEWER FUNDS NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA BALANCE - November 1, 1970 ADD: Water Line Extensions Sewer System Improvements BALANCE - October 31, 1971 $ 3,444.24 2,419.47 $ 2,087,269.01 5,863.71 2,093,132.72 17 r Id CASH RECEIPTS AND DISBURSEMENTS WATER AND SEWER SYSTEM REVENUE FUND NOVEMBER 1, 1970 TO OCTOBER 31 1971 r CITY OF EDGEWATER FLORIDA DISBURSEMENTS Refundable Line Extension Deposits 1,634.38 Transfers to Operation and Maintenance Fund 52,379.86 Transfers to Sinking Fund 94,066.96 Transfers to Renewal and Replacement Fund 18,468.00 TOTAL DISBURSEMENTS 166,549.20 BALANCE TO BE ACCOUNTED FOR $ 18,943.66 do dE ACCOUNTED FOR AS FOLLOWS: Cash on Hand $ 284.80 Bank of New Smyrna 18,658.86 $ 18,943.66 18 BALANCE PER AUDIT - November 1, 1970 $ 4,713.03 RECEIPTS Accounts Receivable - Water $ 59,061.76 r - Sewer 56,483.75 $ 115,545.51 Meter Deposits 1,440.45 ' Connection Charges - Water 3,250.00 do Service Charges 1,405.00 Utility Taxes 40,468.55 Hydrant Rentals 5,200.00 Refundable Line Extension Deposits 1,174.54 Miscellaneous Income 312.06 Interest from Investments 8,358.72 Connection Charges - Sewer 3,625.00 TOTAL RECEIPTS 180,779.83 di TOTAL TO BE ACCOUNTED FOR $ 185,492.86 DISBURSEMENTS Refundable Line Extension Deposits 1,634.38 Transfers to Operation and Maintenance Fund 52,379.86 Transfers to Sinking Fund 94,066.96 Transfers to Renewal and Replacement Fund 18,468.00 TOTAL DISBURSEMENTS 166,549.20 BALANCE TO BE ACCOUNTED FOR $ 18,943.66 do dE ACCOUNTED FOR AS FOLLOWS: Cash on Hand $ 284.80 Bank of New Smyrna 18,658.86 $ 18,943.66 18 M d@ ESTIMATED REVENUE WATERWORKS AND SEWER SYSTEM REVENUE FUND NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER FLORIDA UNDERCOLLECTED ESTIMATED COLLECTED OVERCOLLECTED Water Sales $ 55,000.00 $ 59,635.40 $ 4,635.40 -; Connection Charges - Water 1,000.00 3,250.00 2,250.00 * Service Charges 1,500.00 1,405.00 95.00 me Hydrant Rental 5,200.00 5,200.00 - Miscellaneous - Water 200.00 137.06 62.94 Sewer Service Charges 52,000.00 57,575.40 5,575.40 ;; Connection Charges - Sewer 1,000.00 3,625.00 2,625.00 Miscellaneous - Sewer 50.00 175.00 125.00 :; Utility Taxes 35,000.00 40,468.55 5,468.55 .� Interest on Investments 8,000.00 8,358.72 358.72 * TOTALS y $ 158,950.00 $ 179,830.13 $ 20,880.13 -; do BUDGET APPROPRIATIONS ' NOVEMBER 1, 1970 TO OCTOBER 31, 1971 Operation and Maintenance Fund Bond and Interest Sinking Fund d0 Renewal and Replacement Fund Bad Debts ' TOTALS APPROPRIATED $ 53,675.00 93,966.97 11,308.03 .00 $ 158,950.00 EXPENDED $ 52,379.86 94,066.96 18,468.00 69.85 $ 164,984.67 UNEXPENDED OVEREXPENDED $ 1,295.14 99.99 7,159.97 69.85 $ 6,034.67 19 a di BALANCE SHEET WATERWORKS AND SEWER OPERATION AND MAINTENANCE FUND OCTOBER 31, 1971 WITH COMPARATIVE FIGURES AT OCTOBER 31 1970 CITY OF EDGEWATER FLORIDA A S S E T S OCTOBER 31, 1971 1970 do CASH IN BANK Bank of New Smyrna $ 3,893.97 $ 5,296.14 +r TOTAL ASSETS ,$ 3,893.97 1 5,296.14 LIA BILIT IES' AND FUND BALANCE rr LIABILITIES Payroll Taxes Payable $ 641.63 $ 334.15 Accounts Payable - Unrecorded 1,583.38 808.98 TOTAL LIABILITIES $ 2,225.01 $ 1,143.13 FUND BALANCE 1,668.96 4,153.01 TOTAL LIABILITIES AND FUND BALANCE 3,893.97 $ 5,296.14 M M ANALYSIS OF CHANGES IN FUND BALANCE NOVEMBER 1 1970 TO OCTOBER 31 1971 s FUND BALANCE - November 1, 1970 $ 4,153.01 ADD: Transfers from Revenue Fund 52,379.86 56,532.87 r DEDUCT: Operating Expenses $ 54,089.51 Accounts Payable Adjustment 774.40 54,863.91 s FUND BALANCE - October 31, 1971 S 1,668.96 i 20 di do CASH RECEIPTS AND DISBURSEMENTS WATER AND SEWER SYSTEM OPERATION AND MAINTENANCE FUND NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER FLORIDA .W BALANCE PER AUDIT - November 1, 1970 $ 5,296.14 RECEIPTS Transfers from Revenue Fund $ 52,379.86 Payroll Taxes Collected $ 3,859.06 Payroll Taxes Paid 3,551.58 307.48 TOTAL RECEIPTS 5',687.34 TOTAL TO BE ACCOUNTED FOR $ 57,983.48 DISBURSEMENTS Water Department: Salaries and Wages $ 14,597.57 Social Security Expense 571.58 Power 3,210.52 Chemicals 1,216.20 Supplies 165.00 Truck Expense 1,230.23 Repairs and Replacements 857.64 Telephone 260.36 Hospitalization Insurance 605.34 do Printing and Office Supplies 547.24 Professional Services 500.00 Miscellaneous 4,538.56 do Equipment Rental 127.50 Insurance 1,176.28 Office and Storage Space 1,200.00 30,804.02 Sewer Department: i Salaries and Wages 11,713.91 Social Security Expense 484.73 Electric 2,973.94 , Chemicals 2,608.90 Supplies 420.07 Truck Expense 252.49 w Repairs and Replacements 2,133.44 Telephone 105.77 Printing,Office Supplies and Postage 547.22 Miscellaneous 695.35 go Equipment Rental 37.50 Professional Services 500.00 Insurance 812.17 23,285.49 54,089.51 do BALANCE TO BE ACCOUNTED FOR $ 3,893.97 ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna $ 3,893.97 O 1 • 21 dig ESTIMATED REVENUE WATERWORKS AND SEWER SYSTEM OPERATION AND MAINTENANCE FUND do do do i 40 Am do do go do do go s go aD NOVEMBER 1, 1970 TO OCTOBER 31 1971 CITY OF EDGEWATER FLORIDA UNDERCOLLECTED ESTIMATED COLLECTED OVERCOLLECTED Transfers from Revenue Fund $ s. 53,675.00 $ 52,379.86 $ 1,295.14 BUDGET APPROPRIATIONS NOVEMBER 1 1970 TO OCTOBER 31 1971 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 APPROPRIATED EXPENDED UNEXPENDED OVEREXPENDED $ 13,500.00 675.00 3,000.00 1,000.00 500.00 3,000.00 2,000.00 250.00 1,500.00 500.00 500.00 1,400.00 500.00 250.00 600.00 $ 29,175.00 $ 13,000.00 600.00 2,800.00 1,800.00 250.00 500.00 2,000.00 100.00 500.00 500.00 1,000.00 250.00 600.00 600.00 $ 24,500.00 $ 53,675.00 $ 14,597.57 571.58 3,210.52 1,216.20 165.00 1,230.23 857.64 260.36 5,143.90 547.24 500.00 1,176.28 127.50 600.00 $ 30,204.02 $ 11,713.91 484.73 2,973.94 2,608.90 420.07 252.49 2,133.44 105.77 547.22 500.00 812.17 37.50 600.00 695.35 $ 23,885.49 $ 54,089.51 $ 1,097.57 * 103.42 210.52 216.20 x 335.00 1,769.77 1,142.36 10.36 x 3,643.90 -; 47.24 -, 223.72 500.00 122.50 $ 1,029.02 ., $ 1,286.09 115.27 173.94 808.90 ;; 170.07 247.51 133.44 5.77 * 47.22 •• 187.83 212.50 95.35 -� $ 614.51 $ 414.51 22 7 - -1 r BALANCE SHEET WATERWORKS AND SEWER SYSTEM BOND AND INTEREST SINKING FUND OCTOBER 31, 1971 WITH COMPARATIVE FIGURES AT OCTOBER 31 1970 .r CITY OF EDGEWATER, FLORIDA ANALYSIS OF CHANGES NOVEMBER 1 1970 TO r A S S E T S • OCTOBER 31, FUND BALANCE - November 1, 1970 1971 1970 CASH IN BANK 94,066.96 ' Bank of New Smyrna $ 8,496.23 $ 16,065.02 INVESTMENTS $ 63,966.97 rr U. S. Treasury Bills 30,000.00 - 29,391.22 Certificates of Deposit - Bank of New Smyrna s 37,.000.00 - TOTAL ASSETS $ 45,496.23 $ 45,456.24 L I A B I L I T I E S AND F U N D B A L A N C E rr LIABILITIES $ - $ - FUND BALANCE 45,496.23 45,456.24 TOTAL LIABILITIES AND FUND BALANCE $ 45,496.23 $ 45,456.24 rr 23 I ANALYSIS OF CHANGES NOVEMBER 1 1970 TO IN FUND BALANCE OCTOBER 31, 1971 • FUND BALANCE - November 1, 1970 $ 45,456.24 ADD: Transfer from General Fund 94,066.96 139,523.20 w DEDUCT: Interest on Bonds_ $ 63,966.97 Bonds Retired 30,000.00 Bond Handling Fee 60.00 94,026.97 FUND BALANCE - October 31, 1971 $ 45,496.23 23 I CASH RECEIPTS AND DISBURSEMENTS WATER AND SEWER SYSTEM BOND AND INTEREST SINKING FUND NOVEMBER 1 1970 TO OCTOBER 31 1971 CITY OF EDGEWATER FLORIDA BALANCE PER AUDIT - November 1, 1970 RECEIPTS Transfers from Revenue Fund U. S. Treasury Bills Redeemed Time Certificates Redeemed Interest on Investments TOTAL RECEIPTS TOTAL TO BE ACCOUNTED FOR DISBURSEMENTS U. S. Treasury Bills Purchased Time Certificates Purchases Interest on Investments Transferred to Revenue Fund Bonds Retired Interest Paid on Bonds Bond Handling Fee TOTAL DISBURSEMENTS BALANCE TO BE ACCOUNTED FOR ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna $ 16,065.02 $ 94,066.96 79,098.89 14,000.00 1,218.05 188,383.90 $ 204,448.92 $ 49,707.67 51,000.00 1,218.05 30,000.00 63,966.97 60.00 195,952.69 8,496.23 $ 8,496.23 24 ESTIMATED REVENUE WATERWORKS AND SEWER SYSTEM BOND AND INTEREST SINKING FUND NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA__ UNDERCOLLECTED ESTIMATED COLLECTED OVERCOLLECTED Transfer from Revenue Fund $ 93,966.97 $ 94,066.96 $ 99.99 BUDGET APPROPRIATIONS NOVEMBER 1. 1970 TO OCTOBER 31, 1971 UNEXPENDED APPROPRIATED EXPENDED OVEREXPENDED Interest $ 63,966.97 $ 63,966.97 $ - Bonds Retired 30,000.00 30,000.00 - Bond Handling Fee - 60.00 60.00 TOTALS $ 93,966.97 $ 94,026.97 $ 60.00 :: 25 BALANCE SHEET WATERWORKS AND SEWER SYSTEM DEBT SERVICE RESERVE OCTOBER 31, 1971 WITH COMPARATIVE FIGURES AT OCTOBER 31, 1970 CITY OF EDGEWATER, FLORIDA A S S E T S OCTOBER 31, 1971 1970 CASH IN BANK Bank of New Smyrna $ 52.00 $ 468.00 INVESTMENTS U. S. Treasury Bills $ 93,948.00 $ 93,532.00 Certificates of Deposit 6,000.00 6,000.00 Total Investments $ 99,948.00 $ 99,532.00 TOTAL ASSETS $ 100,000.00 $ 100,000.00 L I A B I L I T I E S AND F U N D B A L A N C E LIABILITIES $ - $ - FUND BALANCE 100,000.00 100,000.00 TOTAL LIABILITIES AND FUND BALANCE 100,000.00 $ 100,000.00 26 go ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna $ 52.00 27 0 CASH RECEIPTS AND DISBURSEMENTS WATER AND SEWER SYSTEM DEBT SERVICE RESERVE c NOVEMBER 1, 1970 TO OCTOBER 31 1971 CITY OF EDGEWATER FLORIDA BALANCE PER AUDIT - November 1, 1970 $ 468.00 Y RECEIPTS Redemption of U. S. Treasury Bills $ 93,532.00 Redemption of Time Certificate 6,000.00 99,532.00 TOTAL TO BE ACCOUNTED FOR $ 100,000.00 s DISBURSEMENTS Purchase of U. S. Treasury Bills $ 93,948.00 Purchase of Time Certificate 6,000.00 99,948.00 BALANCE TO BE ACCOUNTED FOR $ 52.00 ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna $ 52.00 27 0 ESTIMATED REVENUE WATERWORKS AND SEWER SYSTEM DEBT SERVICE RESERVE NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA UNDERCOLLECTED ESTIMATED COLLECTED OVERCOLLECTED Interest on Investments $ 8,000.00 $ 8,016.05 4 16.05 r M e BUDGET APPROPRIATIONS NOVEMBER 1, 1970 TO OCTOBER 31 1971 UNEXPENDED APPROPRIATED EXPENDED OVEREXPENDED Interest Transferred to Revenue Fund 8,000.00 $ 8,016.05 $ 16.05 M r me as am r do do BALANCE SHEET WATERWORKS AND SEWER SYSTEM RENEWAL AND REPLACEMENT FUND OCTOBER 31, 1971 WITH COMPARATIVE FIGURES AT OCTOBER 31, 1970 CITY OF EDGEWATER, FLORIDA A S S E T S CASH IN BANK Bank of New Smyrna INVESTMENTS OCTOBER 31, 1971 1970 $ 675.44 $ 4,404.59 U. S. Treasury Bills - 9,657.33 Certificate of Deposit 26,000.00 - TOTAL ASSETS $ 26,675.44, 14,061.92 L I A B I L I T I E S AND F U N D B A L A N C E LIABILITIES Payroll Taxes Payable $ 10.39 $ 1.16 FUND BALANCE 26,665.05 14,060.76 TOTAL LIABILITIES AND FUND BALANCE 26,675.44 14,061.92 ANALYSIS OF CHANGES IN FUND BALANCE NOVEMBER 1, 1970 TO OCTOBER 31, 1971 FUND BALANCE - November 1, 1970 $ 14,060.76 ADD: Transfers from Revenue Fund 18,468.00 32,528.76 f DEDUCT: Capital Improvements 5,863.71 , FUND BALANCE - October 31, 1971 $ 26,665.05 qW �r 29 40 ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna $ 675.44 AV do as 30 r�r 0 4 CASH RECEIPTS AND DISBURSEMENTS WATER AND SEWER SYSTEM RENEWAL AND REPLACEMENT FUND s NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA BALANCE PER AUDIT - November 1, 1970 $ 4,404.59 RECEIPTS Transfers from Revenue Fund $ 18,468.00 U. S. Treasury Bills Redeemed 9,657.33 Payroll Taxes Collected $ 18.99 Payroll Taxes Paid 9.76 9.23 TOTAL RECEIPTS 28,134.56 s TOTAL TO BE ACCOUNTED FOR $ 32,539.15 DISBURSEMENTS Purchases of Time Certificates $ 26,000.00 r Water Department: Wages $ 136.89 Social Security 2.79 Materials 2,805.06 Miscellaneous 499.50 3,444.24 Sewer Department: Wages 230.76 Social Security 6.98 Repairs and Replacements 622.28 +� Miscellaneous 1,559.45 2,419.47 TOTAL DISBURSEMENTS 31,863.71 .r BALANCE TO BE ACCOUNTED FOR $ 675.44 40 ACCOUNTED FOR AS FOLLOWS: Bank of New Smyrna $ 675.44 AV do as 30 r�r 0 4 ESTIMATED REVENUE WATERWORKS AND SEWER SYSTEM RENEWAL AND REPLACEMENT FUND NOVEMBER 1, 1970 TO OCTOBER 31 1971 CITY OF_EDGEWATER. FLORIDA UNDERCOLLECTED ESTIMATED COLLECTED OVERCOLLECTED Transfers from Revenue Fund $ 11,308.03 $ 18,468.00 $ 7,159.97 BUDGET APPROPRIATIONS NOVEMBER 1 , 1970 TO OCTOBER 31. 1971 UNEXPENDED APPROPRIATED EXPENDED OVEREXPENDED Capital Improvements S 11,308.03 S 5,863.71 $ 5,444.32 31 do Page 1 of 2 32 as AN INCOME AND EXPENSE STATEMENT WATERWORKS AND SEWER SYSTEM FUNDS NOVEMBER 1, 1970 TO OCTOBER 31, 1971 CITY OF EDGEWATER,_FLORIDA .. INCOME Water Sales $ 59,635.40 Connection Charges - Water 3,250.00 Service Charges 1,405.00 Hydrant Rental 5,200.00 Miscellaneous Income - Water 137.06 Sewer Charges 57 575.40 Connection Charges - Sewer 3,625.00 Miscellaneous Income - Sewer 175.00 s OPERATING INCOME $ 131,002.86 EXPENSE 4 Water Department: Salaries and Wages $ 14,597.57 Social Security Expense 571.58 Electric Power 3,210.52 Chemicals 1,216.20 Supplies 165.00 Truck Expense 1,230.23 Repairs and Replacements 857.64 Telephone 260.36 Hospitalization Insurance 605.34 Printing and Office Supplies 547.24 do Professional Services 500.00 Miscellaneous Expense 4,538.56 Equipment Rental 127.50 Insurance 1,176.28 Office and Storage Space Rental 600.00 Bad Debts 32.85 30,236.87 do Sewer Department: Salaries and Wages $ 11,713.91 Social Security Expense 484.73 Electric Power 2,973.94 Chemicals 2,608.90 Supplies 420.07 Truck Expense 252.49 Repairs and Replacements 2,133.44 Telephone 105.77 Printing and Office Supplies 547.22 s 32 as AN 40 Page 2 of 2 63,966.97 NET INCOME a $ 61,703.80 i E�m as go Am do 33 INCOME AND EXPENSE STATEMENT a WATERWORKS AND SEWER SYSTEM FUNDS NOVEMBER 1 1970 TO OCTOBER 31 1971 CITY OF EDGEWATER FLORIDA .n Sewer Department (Continued); Miscellaneous Expense $ 695.35 a Equipment Rental 37.50 Professional Services 500.00 Insurance 812.17 � Office Space Rental 600.00 Bad Debts 37.00 $ __ 23 _ ,922.49 , TOTAL EXPENSES a $ 54,159.36 NET INCOME FROM OPERATIONS s $ 76,843.50 OTHER INCOME Utility Taxes $ 40,468.55 Interest from Investments 82358.72 a TOTAL OTHER INCOME $ 48,827.27 TOTAL INCOME a $ 125,670.77 OTHER EXPENSE Interest on Waterworks and a Sewer System Bonds 63,966.97 NET INCOME a $ 61,703.80 i E�m as go Am do 33 REVENUE BONDS AND INTEREST PAYABLE IN FUTURE YEARS 1964 Refunding and Revenue Bonds - Series "A" Series "B" TOTAL BONDS PAYABLE do INTEREST PAYABLE IN FUTURE YEARS - Series "A" me Series "B" TOTAL INTEREST PAYABLE AN TOTAL BONDS AND INTEREST PAYABLE IN FUTURE YEARS as r $ 299,000.00 1,268,000.00 $ 1,567,000.00 $ 136,111.25 882,828.22 1,018,939.47 $ 2,585,939.47 34 STATEMENT OF REVENUE BONDED DEBT AND INTEREST OCTOBER 31, 1971 CITY OF EDGEWATER FLORIDA + AMOUNT AVAILABLE AND TO BE PROVIDED FOR PAYMENT OF REVENUE BONDS AND INTEREST Amount Available - Sinking Fund $ 45,496.23 - Reserve Fund 100,00100 145,496.23 r To Be Provided in Future Years - Bonds 1,421,503.77 ' TOTAL $ 1,567,000.00 To Be Provided in Future Years - ` Interest 1018.939.47 TOTAL AVAILABLE AND TO BE PROVIDED $ 2,585,939.47 REVENUE BONDS AND INTEREST PAYABLE IN FUTURE YEARS 1964 Refunding and Revenue Bonds - Series "A" Series "B" TOTAL BONDS PAYABLE do INTEREST PAYABLE IN FUTURE YEARS - Series "A" me Series "B" TOTAL INTEREST PAYABLE AN TOTAL BONDS AND INTEREST PAYABLE IN FUTURE YEARS as r $ 299,000.00 1,268,000.00 $ 1,567,000.00 $ 136,111.25 882,828.22 1,018,939.47 $ 2,585,939.47 34 TOTALS $ 299,000.00 $ 136,111.25 Ift Ift r SCHEDULE OF REFUNDING AND IMPROVEMENT BOND AND INTEREST PAYABLE UNTIL MATURITY OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA SERIES "A" YEAR OF TOTAL yr MATURITY PRINCIPAL INTEREST $ 12,000.00 $ 13,917.50 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 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 1999 TOTALS $ 299,000.00 $ 136,111.25 Ift Ift r�V dw so i SERIES "B" TOTAL TOTAL TOTAL TOTAL PRINCIPAL INTEREST INTEREST PRINCIPAL PAYMENT No IN im sm s dV r do do do dW m 20,000.00 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 ,$ 1,268,000.00 $ 48,747.60 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 27,667.31 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 $ 882,828.22 $ 62,665.10 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 $1,018 939 47 $ 32,000.00 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 $ 1,567,000.00 94,665.10 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 99,667.81 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 $ 2,585,939.47 35 i r Page 1 of 3 d o INSURANCE COVERAGE OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA REQUIRED UNDER ORDINANCE #400 SECTION K (3) Requirement: Auto Liability Insurance Limits - $50/100,000 Bodily Injury: $10,000 Property Damage • Policy in Force: CAL - 86875 Insurance Company of North America Agent: J. E. Tumblin Agency ' New Smyrna Beach, Florida Period: 12 -19 -70 to 12 -19 -71 Limits: $100/300,000 Bodily Injury: $25;000 Property Damage i SECTION K (1) (2) (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 i Policy in Force: Package Policy #AGP - 1 -74 -54 Insurance Company of North America Agent: J. E. Tumblin Agency a New Smyrna Beach, Florida Period: 12 -19 -68 to 12 -19 -71 ,e (1) Property Covered - Water System: Blanket Policy - 90% Coinsurance - $100 Deductible 1. Elevated Steel Water Tank situated 40 N/S E. Park Avenue, Edgewater 2. Elevated Steel Water Tank at W/S Kumquat Tree Drive 3. AAA Water Treatment Plant Building do 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 dO d 36 an r M Page 2 of 3 INSURANCE COVERAGE as 0 go i as r - 1 AN do a 40 w r - 1 s go OCTOBER 31, 1971 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 StrecL 5. Pumping Station # 7, situated W End of Joyce Street 6. Lift (pumping) Station # 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 # 9, situated at Silver Ridge 10, Steel and Concrete K/A Pumping Station # 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 Hall 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: $100/300,00 Personal Injury: $25,000 Property Damage for Each Occurrence with $100,000 Aggregate Operations 37 as do Page 3 of 3 INSURANCE COVERAGE s OCTOBER 31, 1971 ,. CITY OF EDGEWATER, FLORIDA OTHER INSURANCE CARRIED Policy #NWC 15 48 32 Insurance Company of America 12/19/70 to 12/19/71 Workmen's Compensation M Limit of Liability $100,000.00 Policy # BT (1) 11076 R The Travelers Insurance Company go 10/1/71 to 10/1/72 Accidental Death $20,000.00 38 r i so NOTES TO FINANCIAL STATEMENTS A S S E T S CASH ON HAND AND IN BANKS $ $ 71 942.61 Cash on hand was verified by actual count. Cash in banks was verified by reconciling the book balances with the balances shown on the bank statements and by direct correspondence with the depositories. rrl The depositories have pledged the following collateral to guarantee deposits of the City in excess of $20,000.00: 1. First National Bank of New Smyrna Beach - A. Broward County, Florida S.T.S.D. #1 6 1/4% do Municipal Bonds $50,000.00, due 6/1/72 B. State of Florida University System 6 1/2% Revenue Bonds of 1971 $30,000.00, due 2-1 -77 me 2. Bank of New Smyrna - A. $10,000.00 U. S. Treasury 7% Notes, go dated 8/15/1971, due 11/15/75 B. $200,000.00 U. S. Treasury 4 3/4% Notes, Series B 1972, dated 5/15/1967, due 5/15/1972 do C. $10,000.00 U. S. Treasury Notes 5 5/8 %, Series B 1974, dated 8/15/68, due 8/15/74 .r RECEIVABLES $ 11,651.43 Lot cleaning liens in the amount of $15.38 from prior years are still outstanding on the books. The balance due to the City for garbage collection amounts r to $2,396.55. r� The paving accounts receivable, in the amount of $1,155.35 are amounts due from property owners as their share of the street paving i costs assessed by the City. The fine and forfeiture receivable of $2,091.00 represents fines levied by the court which are being paid for on an installment basis. so M 39 f' M r The Water and Sewer Consumer's Accounts Receivable, in the amount of $5,993.15 were checked in detail and found to be in balance i with the General Ledger Control. INVESTMENTS $ 162,948.00 The investments of the various funds are as follows: Water and Sewer Debt Service Reserve $ 99,948.00 Water and Sewer Bond Interest and Sinking Fund 37 000.00 Water and Sewer Renewal and as Replacement Fund 26 000.00 z 162,948.00 These investments are in U. S. Treasury Bills and certificates of deposit, and are shown in detail in the audit report as "Schedule of Investments ". FIXED ASSETS $ 2,870,411.24 The fixed assets represent the capital assets of the City. nr A reconciliation of the assets acquired and disposed of 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 Sewer System assets acquired are shown under the Waterworks and Sewer System section. INVENTORY OF MATERIALS $ 4,273.86 This inventory represents materials and supplies on hand, at cost, at the end of the fiscal year. The inventory was taken, priced, r and extended by the City employees and accepted by us without detailed verification. as M11 do r .r GASOLINE INVENTORY $ 1,433.06 r' This is the value of the gasoline in the City's tanks as 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 ■r 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, do L I A B I L I T I E S AND F U N D B A L A N C E ACCOUNTS PAYABLE - UNRECORDED $ _ 5,234.95 'o 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 am meeting and paid. They are, however, set up on the balance sheet so do that the fair financial position of the City will be reflected by the audit. PAYROLL TAXES PAYABLE $ 1,834.16 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 "o previous year as there has been no activity thereon. ■r 96 do do 41 9 i M REFUNDABLE LINE EXTENSION DEPOSITS $ 22,314.51 The above balance represents deposits by water and sewer r consumers to cover costs of extending mains. They are refundable in do amounts and for the time specified as set forth in Ordinance No. 396 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 d0 engineer's estimate. The City entered into an agreement with Alexander we Construction Company during the fiscal year 1966 -1967 to take over the operation of this system. The agreement provides that the City will WX refund to Alexander Construction Company 20% of the revenues derived from the Silver Ridge System until the cost of the system has been rr recovered or a period of ten years whichever shall come first. During a the fiscal year 1968 -1969, there was no refund made to Alexander Construction Company. WATERWORKS AND SEWER SYSTEM REFT - ING AND IMPROVEMENT REVENTE BOi�'DS - SERIES "A" y $ 299,000.00 .r WATERWORKS AND SEWER SYSTEM REFUNDING AND IMPROVEMENT REVENUE BONDS - SERIES "B" $ 1,268,000.00 On March 2, 1964 the City approved Ordinance No. 400 providing for the construction of a new sanitary sewage system and 'r appurtenant facilities in the City of Edgewater, Florida, to be combined with the existing waterworks system of said City and operated it therewith as a single utility and authorized the issuance of i $1,692 ,000.00 Waterworks and Sewer System Refunding and Improvement am 42 M r r r Revenue Bonds, consisting of $369,000.00 Series "A" Bonds to refund 'r 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 w the project. Bonds of Series "A" shall bear interest at a rate or rates of do not exceeding four and three - fourths per centum ( 4 3/4% ) per annum, 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 r payable with respect to both series semi - annually on February 1 and r� August 1 of each year in accordance with the schedule in the audit report under the Bonded Debt Statistics section. i During the current fiscal year, the City retired Bonds Series "A" numbered 60 through 70, and Bonds Series "B" 33 through as 51. do METER DEPOSITS $ 19,305.95 These deposits were made by water consumers to guarantee payment of these accounts. These deposits are refundable under applicable rules and regulations. FUND BAIANCE 1,506,120.00 ' This account represents the excess of the City's assets over the City's liabilities as shown on the balance sheet. 43 +r .r GENERAL The estimated revenue of the General Fund for the fiscal year 1970 -1971 was $273,900.00, the actual net collections were $298,566.21 or an over collection of $24,666.21. The estimated expenditures or budget appropriations statement of the General Fund shows actual expenditures of $259,158.83 against a budgeted amount of $273,900.00 which reflects an 'M under expenditure of $14,741.17. The income and expense statement of the Waterworks and Sewer aW System Funds reflects a net income from operation of $76,843.50. This rr 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: 1971 1970 Water Department Income $ 69,627.46 $ 64,157.41 Sewer Department Income 61,375.40 54,740.45 ' $ 131,002.86 $ 118,897.86 Water Department Expense $ 30,236.87 $ 24,732.03 ' Sewer Department Expense 23,922.49 22,364.53 $ 54,159.36 $ 47,096.56 Net Income from Operations $ 76,843.50 $ 71,801.30 ' 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. During the current fiscal year, the city collected $90,108.12 of the current year's tax assessments and $15.01 on delinquent taxes. 44 I" do The amount of delinquent taxes, as submitted by the Volusia County tax collector, is $782.42. Of this amount, $543.95 is for personal property ail taxes and $238.47 is for real estate taxes. The tax collector estimated the i collectibility of the personal property taxes at 10% and the real estate taxes at 90 %. do r s as so 45 I MANAGEMENT LETTER OCTOBER 31, 1971 CITY OF EDGEWATER, FLORIDA %w TURNEY AND DUPREE Certified Public Accountants FIRST FEDERAL BUILDING 501 NORTH GRANDVIEW AVENUE • BOX 5335 DAYTONA BEACH, FLORIDA 32020 JOHN P. TURNEY G. DARRELL DUPREE • MEMBERS AMERICAN INSTITUTE AND FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS To The Honorable Mayor and City Council City of Edgewater, Florida Ladies and Gentlemen: TELEPHONE (AREA CODE 904) 253 -6501 January 4, 1972 According to your request, we have audited the books and records of the City of Edgewater, Florida for the fiscal year ended October 31, 1971. Our certificate indicates an unqualified opinion as to the financial position of the City of Edgewater at October 31, 1971, 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. It was therefore, not so extensive as would be undertaken in connection with a systems survey. We submit below our comments and recommendations designed to improve controls presently in operation. RECOMMENDATION 1 - THE INDEX FILE OR FIXED ASSETS OF THE CITY SHOULD BE TIED OUT WITH THE GENERAL LEDGER PERIODICALLY. At present a physical inventory file of fixed assets is maintained showing 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. RECOMMENDATION 2 - A NEW COURT DOCKET SHOULD BE ESTABLISHED LISTING TICKETS ISSUED IN NUMERICAL ORDER. Under the present procedure there seems to be a large amount of duplication in recording fines and forfeitures. L - 2 - The docket should list ticket number, name of the violator, violation, date of violation, arresting officer, bond posted if applicable, date of court appearance, 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 forfeitures and eliminate a lot of duplication in this area. RECOMMENDATION 3 - A FINE AND FORFEITURE RECEIVABLE ACCOUNT SHOULD BE SET UP ON THE GENERAL FUND BOOKS AND A DETAIL CONTROL ACCOUNT MAINTAINED. During the course of our audit we noted numerous cases which had been fined by the court and were paying their fines on an installment basis. The money was collected and held in a file until the complete fine was paid and then deposited and entered in the books. Detail Account Receivable cards should be maintained and tied out to the General Ledger Control monthly. All money collected should be deposited daily. RECOMMENDATION 4 - A STANDARD CHART OF ACCOUNTS SHOULD BE ESTABLISHED FOR ALL FUNDS. At present the General Ledgers of all Funds contain pages dating back to 1959 and accounts that are no longer used. A chart of accounts should be !" established for active accounts using an account numbering system and all old pages should be removed from the General Ledger and stored. a We believe the institution of the above procedure will save a great amount of time just in monthly postings to the ledgers thus increasing the operational efficiency of the City. RECOMMENDATION 5 - 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. +err` — 3 — 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. *AW� RECOMMENDATION 6 - A GARBAGE RECEIVABLE ACCOUNT SHOULD BE SET UP ON THE GENERAL FUND GENERAL LEDGER. At the present time detail garbage receivable cards are maintained by customer in much the same way that they are for water and sewer customers. However, the garbage receivable account on the General Fund is not used as a control account. Since the detail cards are kept it would improve Internal Control if the General Ledger account was used and tied out to the detail monthly. Respectfully submitted,