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1984 Annual Financial ReportAnnual Financial Report Wichita Falls A Professional Corporation Certified Public A=untanls HUPP THOMPSON & COMPANY (817)322-3103 / 1100 Wichita Tower / Wichta Falls, Texas 76301-6589 A Professional Corporation LV Certified Public Accountants HUPP THOMPSON & COMPANY Donald J. Hupp, CPA Dennis V. Thompson, CPA Terry L. Crain, CPA Joseph D. Bauer, CPA February 4, 1985 The Honorable Mayor and Members of The City Council City of Wichita Falls, Texas We have examined the combined financial statements of the CITY OF WICHITA FALLS, TENAS, for the year ended September 30, 1984 and have issued our report thereon dated January 3, 1985. As a part of our examination, we made a study and evaluation of the City's system of internal accounting control to the extent we considered necessary to evaluate the system as required by -generally accepted auditing standards. Under these standards, the purposes of such evaluation are to establish a basis for reliance on the system of internal accounting control in determining the nature, timing, and extent of other auditing procedures that are necessary for expressing an opinion on the financial statements and to assist the auditor in planning and performing his examination of the financial statements. The objective of internal accounting control is to provide reasonable, but not absolute, assurance as to the safeguarding of assets against loss from unauthorized use or disposition, and the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognizes that the cost of a system of internal accounting control should not exceed the benefits derived and also recognizes that the valuation of these factors necessarily requires estimates and judgments by management. There are inherent limitations that should be recognized in considering the potential effectiveness of any system of internal accounting control. In the performance of most control procedures, errors can result from misunder- standing of instruction, mistakes of judgment, carelessness, or other personal factors. Control procedures, the effectiveness of which depends upon segrega- tion of duties, can be circumvented by collusion. Similarly, control proce- dures can be circumvented intentionally by management either with respect -to the execution and recording of transactions or with respect to the estimates and the judgments required in the preparation of financial statements. Further, projection of any evaluation of internal accounting control to future periods is subject to the risk that the procedures may become inadequate because of changes -in conditions and that the degree of compliance with the procedures may deteriorate. (817)322310311100 Wichita Tower I Wichita Falls, Texas 76301-6589 Management comments based on a study of internal accounting controls are typically critical in nature in that they point out weaknesses noted in the systems. Our letter last year pointed out four areas where we believed changes should be made in order to promote greater control resulting in a more efficient and effective system. Three of those comments have been implemented and the fourth area has been under study by the City's staff for some time. Our examination of the combined financial statements made in accordance with generally accepted auditing standards, including the study and evalua- tion of the City's system of internal accounting control for the year ended September 30, 1984, that was made for the purposes set forth in the first paragraph of this report, would not necessarily disclose all weaknesses in the system because it was based on selective tests of accounting records and related data. Our study and evaluation disclosed no conditions that we believe to be material weaknesses. There are many factors which enter into any system of internal accounting control, the most significant of which is the control environment. -This includes organizational structure, personnel, -delegation of authority, communication of responsibility, budgets and financial reports, organizational checks and balances, and data processing considerations. The City's system, immense -by its very nature, capably deals with voluminous amounts of data. We find it is functioning very effectively providing a channel of com and which acts as a monitor, assuring that commands are being -carried out as required and warning the decision making function of changes in circumstances that require attention. Any system of internal accounting control is only as good as the people administering the system. The City's personnel responsible at all levels within the City have done their job to ensure that those policies are in force and are being adhered to. Budget versus actual performance is regularly scrutinized, variances from budget are identified and explanations are sought and questioned. Employees are adequately supervised which serves effectively to determine adherence to management's specific authorizations. We wish to take this opportunity to express our appreciation for the cooperation and assistance provided to us by Mr. Fred Werner and his staff. Very truly yours, �f� I I 1 1 CITY OF WICHITA FALLS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT September 30, 1984 i.. . -IM s DEPAIUMENT OF FINANCE FRED L. WERNER, CPA DIRBCTOR OF FINANCE/ CHIEF ACCOUNTING OFFICER 1 1 Craig Wilson Mayor Pro Tem Charles Harper Bill Palmer CITY OF WICHITA FALLS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 1984 MAYOR AND CITY COUNCIL Gary Cook, Mayor CITY MANGER James Berzina DIRECTOR OF FINANCE AND CHIEF ACCOUNTING OFFICER Fred L. Werner, CPA CERTIFIED PUBLIC ACCOUNTANTS Hupp, Thompson & Company Tom Swift Charles Thomas James A. Welburn CITY OF WICHITA FALLS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED SEPTEMBER 30, 1984 TABLE OF CONTENTS Exhibit Pace INTRODUCTORY SECTION Title Page Table of Contents i Organizational Chart iv Letter of Transmittal: Director of Finance/Chief Accounting Officer v FINANCIAL SECTION Accountants' Report 1 General Purpose Financial Statements: A,1 Combined Balance Sheets - All Fund Types and Account Groups 2 A-2 combined Statement of Revenues, Expenditures and Changes in Fund Balances - All Governmental Fund Types 4 A-3 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - General, Special Revenue, and Debt Service Funds 5 A-4 Combined Statement of Revenues, Expenses and Changes in Retained Earnings - All Proprietary Fund Types (Enterprise Funds Only) 6 A-5 Combined Statement of Changes in Financial Position - All Proprietary.Fund Types (Enterprise Funds Only) 7 Notes to -the Financial Statements 8 Combining and Individual Fund Financial Statements: General Fund B-1 Balance Sheet 28 B-2 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual 29 Special Revenue Funds C-1 Combining Balance Sheet 32 C-2 Combining Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual 33 CITY OF WICHITA FALLS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED SEPTEMBER 30, 1984 TABLE OF CON1'ENTPS - Continued Exhibit Paae Debt Service Fund D-1 Balance Sheet 34 D-2 Statement of Revenues, Expenditures and Changes in Fund Balance 35 Capital Projects Funds E-1 Balance Sheet 36 E-2 Statement of Revenues, Expenditures and Changes in Fund Balance 37 Special Assessment Fund F-1 Balance Sheet 38 F-2 Statement of Revenues, Expenditures and Changes in Fund Balance 39 Enterprise Funds G-1 Combining Balance Sheets 40 G-2 Combining Statement of Revenues, Expenses and Changes in Retained Earnings 42 G-3 Combining Statement of Changes in Financial Position 43 Trust and Age= Funds A-1 Combining Balance Sheets 44 A-2 Statement of Revenues, Expenditures and Changes in Fund Balance (Expendable Trust Fund Only) 45 H-3 Combining Statements of Changes in Assets and Liabilities (Agency Funds Only) 46 SUPPORTING SCHEDULES I-1 Bonded Debt and Interest Maturities - General Long -Term Debt 49 I-2 Revenue Bonds and Interest Maturities - Airport Fund 50 I-3 Revenue Bonds and Interest Maturities - Water and Sewer Fund 51 I-4 Debt Service Coverage - Revenue Bonds 52 ii /�+!' . , vd�� ., rox ++�++w �osrmrz� ,�i.1"rIS2i✓/1GN'*� � w 0 CITY OF WICHITA FALLS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED SEPTIIMBER 30, 1984 TABLE OF CONTENTS - Continued Exhibit Page SUPPORTING SCHEDULES, Continued I-5 General Fixed Assets Additions and Deletions - by Department 53 I-6 General Fixed Assets - by Major Classification 54 I-7 Airport Fund - Plant, Equipment and Depreciation 55 I-8 Transit Fund - Plant, Equipment and Depreciation 56 I-9 Water and Sewer Fund - Plant, Equipment and Depreciation 57 STATISTICAL SECTION (UNAUDITED) J-1 Property Tax Levies and Collections - Last Ten Fiscal Years 58 J-2 Assessed and Estimated Actual Value of Taxable Property - Last Ten Fiscal Years 59 J-3 Tax Rates and Tax Levies - 1974-1984 60 J-4 Ratio of Net General Bonded Debt to Assessed.Value and Net Bonded Debt Per Capita - Last Ten Fiscal Years 61 J-5 Schedule of Revenue Bond Coverage - Aiport Revenue Bonds - Last Ten Fiscal Years 62 J4 Schedule of Revenue Bond Coverage - Water and Sewer Revenue Bonds - Last Ten Fiscal Years 63 J-7 General Governmental Expenditure by Functions - Last Ten Fiscal Years 64 J-8 General Revenue by Sources - Last Ten Fiscal Years 65 J-9 Property Value, Construction, and Bank Deposits - Last Ten Fiscal Years 66 J-10 Principal Taxpayers 67 J 11 mined Schedule of Bonds Payable 68 J-12 Schedule of Bonded Debt and Interest Maturities 72 J-13 Special Assessment Collections - Last Ten Fiscal Years 73 J-14 Computation of Overlapping Debt 74 J-15 Ratio of Annual Debt -Service for General Bonded Debt to Total General Expenditures - Last Ten Fiscal Years 75 J-16 Demographic Statistics - Last Ten Fiscal Years 76 J-17 Computation of Legal Debt Margin 77 J-18 Schedule of Insurance Coverage 78 J-19 Schedule of Employee Benefit Insurance 84 |v Wichita Falls i� January 15, 1985 The Honorable Mayor and Members of the City Council James Berzina, City Manager City of Wichita Falls, Texas The Comprehensive Annual Financial Report of the City of Wichita Falls, Texas for the year ended September 30, 1984 is submitted herewith. General Information The City of Wichita Falls is located in miles northwest of the Dallas - Forth Wo southwest of Oklahoma City. The City of Wichita County and was incorporated in 1 and financial center for a large farming, North Central Texas, approximately 130 rth metropolitan area and 145 miles Wichita Falls is the county seat of 889. The City is an industrial trade ranching and oil producing territory. Reporting Entity In accordance with NCGA Statement 3, which addresses the issue of defining the reporting entity with respect to other agencies, institutions, commissions, public authorities, or other governmental organizations for inclusion in the reporting entity's general purpose financial statements, four organizations were evaluated. Wichita County - City Hospital Board, Firemen's Relief and Retirement Board, the Housing Authority of the City of Wichita Falls, Texas, and the Employee Benefit Trust Fund. Only the Employee Benefit Trust Fund met the criteria used to evaluate each organization and is included in these financial statements. The other three did not meet the criteria of financial interdependency and therefore were not included in this report. Accounting System and Reports The City's accounting records for general governmental operations are maintained on a modified accrual basis. Accounting records for the City's utilities and other enterprises are maintained on the accrual basis. Budgetary control is maintained on an annual allotment basis with the encumbrances of account balances for purchase orders, prior to their release to vendors. Monthly financial reports and budget expenditure reports are prepared by the Accounting/Finance Department to aid in the formulation of operating policies and to control budget expenditures. u 1300 7th Street P.O. Box 1431 817/322-5611 Wichita Falls, Texas 76307 General Governmental Operations Revenues for general governmental operations totaled $28,701,844 in the 1983-84 fiscal year, an increase of 12.8% over the 1982-83 fiscal year. The increase is due to increases in ad valorem, sales, and franchise taxes, sanitation services, and interest earnings. General property taxes produced 37.4% of general revenues compared to 36.4% in 1982-83 and 33.5% in 1981-82. The amount of revenue from various sources and the increases or decreases compared to last year are shown in the following tabulation: Increase (Decrease) Percent Over Prior Revenue Source Amount of Total Year Taxes $20rl76fl22 70.3% $2,152,410 Charges for service 5,449,200 19.0 1,094,790 Licenses and permits 342,431 1.2 57,993 Fines 753,274 2.6 (55,228) Intergovermmental revenue 562,519 2.0 (120F869) Miscellaneous revenue 1,418,298 4.9 125,485 Total $28,701,844 100.0% $3,254.581 Assessed valuation was $1,882,445,516 based on 100% of market value. Current tax collections were 96.26%-of the tax levy, up .98% from last year. The ratio of total collections (current and delinquent) to the current tax levy was 98.41%, an increase of 1.13% from last year. Allocation of the property tax levy by purpose for the year ended September 30, 1984 and the preceding two fiscal years was as follows: PuMgses 1983-84 1982-83 1981-82 General Government $10F550F919 $ 9,208,515 $ 8,281,670 Debt service Fund 3,499,654 3,282,385 2,615,264 $14,050,573 $12,490,900 $10,896,934 Expenditures from the General fund totaled $30,455,166, net of allocated charges of $1,606,933, an increase of 8% over the 1982-83 fiscal year. The increase in levels of expenditures for major functions of the City over the preceding year are shown in the following tabulation (before allocated charges). J W vi 0 .. /ltinSiN(„k�. YP.'"`vwa(Wnnau�lW4/,e�.`°;'. ._ � wmml �aurvrnn�t General Governmental Operations, Continued Increase (Decrease) Percent Over Prior Function Acount of Total Year Administrative Services $7,280,506 22.7% $2,279,067 Police 6,169,438 19.2 483,645 Fire 4,321,815 13.5 438,049 Parks and Recreation 2,661,586 8.3 77,351 Accounting/Finance 4801,639 1.5 (83,297) Planning 965,744 3.0 195,737 Public Works 6,711,669 20.9 (10,104,328) Health 1,432,771 4.5 112,271 Traffic and Transportation 2,037,931 6.4 535,652 $32,062,099 100.0$ $2,934,147 V- - : arc- �,• The Civic/Oou m nity Promotion Fund is a special revenue fund used to account for revenues from various rents and concessions associated with the Auditorium and the Activity Center. The City Hotel/Motel Tax Fund is a special revenue fund used to account for revenues from the City -imposed tax of 4% on rental of hotel/ motel rooms within the City. The Revenue Sharing and Community Development Block Grant are also included as Special Revenue Funds. The Participation Paving Fund is a special assessments fund established for the purpose of paving streets and sidewalks that have been petitioned for paving. The petitioners and the City jointly participate in the cost of the project with the City paying 100% of the cost initially and then receiving partial reimbursement from the property owners. In 1983-84, expenditures totaled $238,667 in the Participation Paving Fund. Revenues totaled $239,667. Accounts receivable from property owners at September 30, 1984 total $656,093. Debt Administration The ratio of net bonded debt to assessed valuation and the amount of bonded debt per capita are useful indicators of the City's debt position to municipal management, citizens and investors. This data for the City at the end of the 1983-84 fiscal year was as follows: Ratio of Debt to Assessed Debt Per Value Capita Net Direct Bonded Debt $14,445,355 .77 $138.23 ;;j vii M Debt Administration, Continued Outstanding general obligation bonds at September 30, 1984 totaled $15,375,000 of which $670,000 was issued for water and sewer purposes and is considered to be self-supporting. The $670,000 includes all Wichita County Water Control and Improvement District and the 1965 General Obligation Series Bonds. The remainder 1 is considered to be direct tax support debt. During the past year, $2,020,000 of tax bonds were retired. The City's bond ' ratings are as follows: Moody's Investors Standard and Service Pioor's , General Obligation Bonds Al AA Water and Sewer Revenue Bonds Al A+ ._#�.. a_li__ Cash which was temporarily idle during the year, including debt retirement funds, operating funds, and bond proceeds, was invested in certificates of deposit, money-market checking accounts or savings accounts with the City depository. Certificates of deposit terms ranged from 7 days to 365 days. A fixed rate of 9.26% compounded daily was earned on certificates less than 90 days and a fixed rate of 9.46% compounded daily was earned on certificates whose maturity was greater than 90 days in accordance with our depository contract. The total amount of interest earned on certificates of deposit amounted to $2,395,051. This is a decrease of $119,107 over fiscal year 1982-83. Money-market checking accounts earned $81,446 and savings accounts earned $10 for a combined interest earnings of $2,476,507 for 1983-84. .. In 6 N 7.1�K _ 7 . The Capital Projects Funds are used to account for all resources used for the acquisition of capital facilities except those financed by special assessment and enterprise funds. At the end of the fiscal year, completed projects are transferred to General Fixed Assets. During the 1983-84 fiscal period, expendi- tures from the Capital Projects Funds amounted to $3,532,658. Capital Projects Funds balances on hand as of September 30, 1984 were $5,340,079. Significant uncompleted projects in the Capital Projects Funds at the present time are: Barnett Road Reconstruction Project Jaycee Park Roadway and Parking Improvements Southwinds/Brenda Hursh Drainage Project Plum Creek Drainage Project Thompson Road Construction Project General Fixed Assets The general fixed assets of the City are those fixed assets used in the performance of general governmental functions and exclude.the fixed assets of utility and other enterprise funds. As of September 30, 1984, the general fixed assets of the City amounted to $46,833,607 Fiduciary Funds Fiduciary Funds are set up for the purpose of accounting for money and property received from non -enterprise fund sources and held by a governmental unit in the capacity of trustee, custodian, or agent for individuals, governmental entities and nonpublic organizations. Included in the Fiduciary Funds are certain Federal and State grants, social security, payroll, tax collection, accounts payable funds and the employee benefit trust fund. Enterpris The Water and Sewer Fund operations for the past three fiscal years is presented in the following tabulation: 1983-84 1982-8 1981-82 Net Income (loss) $2,676,161 $1,245,238 $ 403,022 Income Available for Debt Service 41844,678 3,242,485 2,773,414 Maximum Annual Debt Service 1,347,556 1,394,164 1,440F487 Maximum coverage (income available for debt service divided by maximum annual debt service) 3.60 2.32 1.93 Airport' The operation of the Airport for the year ended September 30, 1984 resulted in a net loss of $50,623. Operating revenues, net of the operating transfer in, increased by 18.6% and operating expenses decreased by 2.9% from the preceding year. Transit: The operation of the Transit System for the fiscal year ended September 30, 1984 resulted in a net loss of $168,814. Operating revenues decreased 16.7% and operating expenses increased 7.4% from the preceding year. ix .q• --* - - On January 15, 198% the City issued $190,9550,000 of water and sewer refunding bonds, Series 1984 which were used to provide sufficient funds in order to refund all of the City's outstanding Water and Sewer System Revenue Bonds, to provide funds for improvements and extensions of the City's combined water and sewer system and to pay a portion of the costs related to the issuance of the Series 1984 Bonds. On October 1, 1984, the City established a separate enterprise fund for the sanitation division which includes the sanitation department, solid waste transfer station and the City's landfill. The Sanitation fund previously was reported in the City's General fund and its assets in the General Fixed Asset Account Group. Resy-onsibility of Financial Statements Responsibility for both the accuracy of the presented data and the completeness and fairness of the presentation, including all disclosures rests with the City. We believe the data, as presented, is accurate in all material aspects; that it is presented in a manner designed to fairly set forth the financial position and results of operation of the City as measured by the financial activity of its various funds; and that all disclosures necessary to enable the reader to gain understanding of the City's financial activity have been included. Local governmental accounting principles are primarily promulgated by the Governmental Accounting Standards Board (G%SB). The G 03 has identified these principles in their issuance of Statement 1. These principles have been adhered to in the preparation of this report. Notes to Financial Statements The Notes to the Financial Statements presented with the General Purpose Financial Statements section are an integral part of this comprehensive annual financial report and should be read for a fuller understanding of the statements and information presented within. x .mm��r _Ikenmmarw ro x� rvr✓ry ,. arr xaSS(d-`�ww�wunzk'+�, `y.sww.�.ptWµ'ynw�tU al ' MYiH _: u��._._... —«.rp r Independent Audit The City Charter requires an annual audit of the books of account, financial records, and transactions of all administrative departments of the City by Certified Public Accountants, selected by the Mayor and City Council. This requirement has been complied with and Hupp, Thompson & Company's opinion has been included in this report. The -statistical section of this report was not included within the scope of the audit. Acknowledggrg t_s ' I would like to express my appreciation to members of the Accounting Division for their diligence in the preparation of this report. Sincerely yours, Fred L. eemer, CPA Director of Finance/ Chief Accounting Officer 0 7 I Ixi Im 0 0 u 1 FINANCIAL SECTION G E 77 A Professional Corporation LV HUPP THOMPSON Donald J. Hupp, CPA Dennis V. Thompson, CPA Terry L. Crain, CPA Joseph D. Bauer, CPA Certified Public Accountants & COMPANY The Honorable Mayor and Members of the City Council City of Wichita Falls, Texas We have examined the Combined Financial Statements of the City of Wichita Falls, Texas as of September 30, 1984 and 1983 and for the years then ended, as listed under General Purpose Financial Statements in the Table of Contents. 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 aforementioned Combined Financial Statements present fairly the financial position of the City of Wichita Falls, Texas at September 30, 1984 and 1983 and the results of its operations and changes in financial position of its proprietary funds for the years then ended, in conformity with generally accepted accounting principles applied on a consistent basis. Our examination was made for the purpose of forming an opinion on the Combined Financial Statements taken as a whole. The Combining and Individual Fund Financial Statements and the supplementary information listed as Supporting Schedules in the Table of Contents are presented for purposes of additional analysis and are not a required part of the Combined Financial Statements of the City of Wichita Falls, Texas. The information has been subjected to the auditing procedures applied in the examination of the Combined Financial State- ments and, in our opinion, is fairly stated in all material respects in rela- tion to the Combined Financial Statements taken as a whole. The supplementary information in the Statistical Section as listed in the Table of Contents has not been audited by us, and we do not express an opinion on it. January 3, 1985 (817)322.3103/ 1100 Wichita Tower I Wichita Falls, Texas 76301.6589 H j J GENERAL PURPOSE FINANCIAL STATEMENTS O D, 4D tD tDMM OD, ,D a ,fl 0\ M mn,n O,rr n N < M NO m N L <N A• n N,l,n CD ,DnN nMN M N ,D<NO NnA•m NMnr mM M rOD,M NO M N N D, n Lnp n m N Q o WM O\O �t O\O, A•OI Of m O <1flm�,D 1fl 1fl n N ,!, w . w O b r nr A•n0\m u'1 n,DM r10 n n,l1 � Mr I N,l, to ,pmnOaO\ O O w pOm� NM ^ ,D R ,D M n m ••-• W O Gr m Mr Q NOQrmrA• N ,o S 01 W MD v r K q W 6 r 7 N W o G w L O nn OImMm A'N ,fl O MM<ON ,f,,D NM O,(, ,f1 ,D N O, A Ln OO a, ,D f- O N �N Fj M ONOr�01 N M ,D ,D n LnIli O n M n of O\ n OLO L(1 nIli R Ili A• ,D O Ln 5 Ili 1fl lO M cici 11w O L W M Dl ,fl N r ,D ,D n O Ln M m O 2 n ,f, r n ,D < D\ m �O N^ D1 �r O M %D M D\ Nnr,D Nn ,D ON Ln .m•1 A• OD'w ,D m Dl .-� m MOMOa R M N lA 1p4p Ln O D\ 1A V w a)— 01 r 'ct < ,n n Ln r D, ,A N W M D v W N ee}} M ID D M m o ct 01 m yyL 11mn1 O w Q N 7N co L O L JH W N ^ m C7 N C VI W ,DnOvmN n N O.-�DIMr O U u A N LQ W m wOlnnN NM,fl OMN �O M Q y y oo, N NON OMD f.7 4 A•D1Mrm 1D LL W W L W •O mn b Nr M w rrCU U n%D 1A ,D nOr wl U N W M lD O\ N n O r M lA O\ LL LL ~ N O M K O L q W O mOl m.-N n N O\O\NOIN M,(1 O O ,D ~ Z 4, W H L M m . 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W^ •OI v L W i+ L r>- •� C O Uy1 -.-'a Y it T W N N N IF C W C N N Y •In •o `L. 4: >1 O/ 9 0 W C c C W W M .G OI N6 C VIO LL>YN N9q••Lc OI C C7q q O/N C'mW L C O L•.a'•'.N•'O C� L•> Cr y q OI H L L N C =N 1 1 pp qY Ur L L. Y Y g 0 W>> py1 {A s C 7 •� �p Y q O M U 'D •� O v y yy If q W C W N v q Y C U O a G N L 01 OIr Y GC U U UI > a CC •- OI'V C .- U r •� L '••• y U N W C C N /A Cr W C C N 01 Or Y C� N 7 C••-'i+y.r N U L NO. �'^'^rdY NW q q /A W N Fp1 _� CC 61 Y O C r r Y- g N C W 0 W .4 Y Y q• C W T ' W N CI C N L y d •E r L L U q .0 q q Y 1 N U W LL q q i� L q U O O q N 7 W L OI y y U p L C O '.- q U r 7 W L L. 0 W x L. L •.- Y L X L G .Z X g U C M N = L Q d LL d Q 6 O. = I.- M.G OL .•I J W C_' N W a C 01 W W q L •'• •.- C •.- W 7 q d W 06060 0 •O 9 w F-UJ W I••IZ X U Up �OOt1U > > OC W O W LL EXfIIBIT A-4 i CITY OF WICHITA FALLS, TEXAS COMBINED STAMEM OF REWMES, EXPENSES AND CMNCES IN RETAINED EARNINGS - ALL PROPRIETARY FUND TYPES (ENTERPRISE FUNDS ONLY) for the years ended September 30, 'F 1984 1983 Operating revenues: Charges for services $10,612,213 $ 8,837,965 Rents, concessions, and other 361,146 346,576 10,973,359 9,184,541 Operating expenses: R Personnel services 2,891,626 2,737,638 Supplies and materials 690,528 768,186 Maintenance and repairs lF006r686 1,308,378 Utilities and other services 1,677,358 1,452,765 Insurance and contract support 342,069 340,726 6,608,267 6,607,693 Operating income (loss) before depreciation and amortization Depreciation and amortization Operating income (loss) Non -operating revenues (expenses): Interest income Gain (loss) on sale of fixed assets Interest expense Operating grants Income (loss) before other financing sources and (uses) : Operating transfers in Operating transfers out. Contributions from operating grants Net income ( loss) Retained earnings, beginning Retained earnings, ending 4,365,092 2,576,848 (1,545,655) a 557.087) 2,819,437 1,019,761 428,581 414,028 (129,075) 8,901 (419,214) (512,376) 137,020 217,316 17,312 127,869 2,836,749 1,147,630 136,149 (411,840) 31,815 (243,876) 2,592,873 118,908 (473,283) 367,867 13,492 1,161,122 24,160,939 22,999,817 $26,753,812 $24,160,939 The accompanying notes are an integral part of these financial statements. I [i I EXHIBIT A-5 CITY OF WICHITA FADS, TEXAS COMBINED STATEMENT' OF CHANCES IN FINANCIAL POSITION - ALL PROPRIETARY FUND TYPES (ENTERPRISE FUNDS ONLY) for the years ended September 30, Source of Funds: Net income Item not requiring working capital: Depreciation and amortization Loss on sale of assets Other Contributions in aid of construction Proceeds from sale of assets Fixed assets retired io Customer deposits, net MV Application of Funds: Deferred charges Purchase of property and equipment Retirement of revenue bonds Payment of U. S. Government Obligation NET INCREASE (DECREASE) IN WORKING CAPITAL Summary of Net Changes in Working Capital: Increase (decrease) in current assets: Cash and short-term investments Trade receivables Due from other funds Receivables, other goverment agencies Inventory Prepaid expenses and other Increase (decrease) in current liabilities: Accounts payable trade Due to other funds Contracts payable Other Notes and bonds payable Deferred revenue NET INMEASE (DECREASE) IN WORKING CAPITAL 1984 1983 $ 2,592,873 $ 1,161,122 1,545,655 129,075 4,267,603 959,800 78,628 147,636 5,453,667 2,158,337 920,000 13,988 3.092.325 1,557,087 (18,759) 2,699,450 lr207r982 1,414 52,136 3,960,982 9,842 3,487,575 930,000 13,548 4,440,965 $ 2.361.342 $ (479.983) $ 1,874,169 $(1,216,773) (47,528) 228,216 12,070 (27,754) (71,036) (161,074) 70,326 45,421 (43,258) (464.381) 1,794,743 (1,596,345) (45,969) 62,655 (445,986) (567,230) (26,141) (34,462) (46,408) (100,615) (2,095) (476,710) (566,599) (1,116,362) $ 2.361,342 $ (429.983) The accompanying notes are an integral part of these financial statements. 1 7 CITY OF WICHITA FMI S, TEXAS NOTES TO THE FINANCIAL STAT EMS September 30, 1984 1. DEFINING THE REPORTING EN= In accordance with NCGA Statement 3, which addresses the issue of defining the reporting entity with respect to other agencies, institutions, commissions, public authorities, or other governmental organizations for inclusion in the reporting entity's general purpose financial statements, City management identified four organizations which were evaluated for inclusion using the following criteria: 1. Exercise of oversight responsibility over such agencies by the City's elected officials: a. financial interdependency b. selection of governing authority c. designation of management d. ability to significantly influence operations and accountability for fiscal matters. 2. Scope of public service: a. whether the activity is for the benefit of the reporting entity and/or its residents. b. whether the activity is conducted within the geographic boundaries of the reporting entity and is generally avail- able to the citizens of that entity. The four organizations identified and evaluated were: Employee Benefit Trust Fund Firemen's Relief and Retirement Board Housing Authority of the City of Wichita Falls, Texas Wichita County/City Hospital Board Of the four organizations evaluated only the first one, the Employee Benefit Trust Fund met all of the criteria listed above. Therefore only the Employee Benefit Trust Fund is included in the City's general purpose financial state- ments. Although the three remaining organizations evaluated met one or more of the above criteria, City management determined that they should all be excluded as part of the reporting entity. They did not meet the criteria of financial interdependency, which is the most significant manifestation of oversight and includes responsibility for financing deficits, entitlements to surpluses, and guarantees of or "moral responsibility" for debt. 8 IM CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS - Continued September 30, 1984 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The accounting policies of the City conform to generally accepted accounting principles as applicable to governments. The following is a summary of the more significant policies: IA. Basis of Presentation The financial transactions of the City are recorded in individual funds and account groups. The various funds and account groups are reported by type in the financial statements. Amounts in the "total - memorandum only" columns represent a summation of the combined finan- cial statement line items of the fund types and account groups and are presented only for analytical purposes. The summation includes fund types and account groups that use different bases of accounting, both restricted and unrestricted amounts, interfund transactions that have not been eliminated, and the caption "amounts to be provided," which is not an asset in the usual sense. Consequently, amounts shown in the "total - memorandum only" columns are not comparable to a consolida- tion and do not represent the total resources available or total revenues and expenditures/expenses of the City. Certain totals for 1983 have been reclassified to conform with the 1984 presentation. The City uses the following fund categories, fund types, and acoount groups: General Fund - To account for all financial resources except those required to be accounted for in another fund. The general fund is the ' City's operating fund. - Special Revenue Funds To account for the proceeds of specific revenue sources (other than special assessments or major capital projects) that are legally restricted expenditures for specified purposes. Debt Service Funds - To account for the accumulation of resources for, and the payment of, general longterm debt principal, interest, and related costs. Capital Projects Funds - To account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by proprietary and special assessment funds). 1 1 9 CITY OF WICHITA FALLS TEXAS NOTES TO THE FINANCIAL SPATES - Continued September 30, 1984 2. SUMMARY OF SIGNIFICANP ACCOUNPING POLICIES, Continued Special Assessments Funds - To account for the financing of public improvements or services deemed to benefit the properties against which special assessments are levied. Proprietary Funds Enterprise Funds - To account for operations that are financed and operated in a manner similar to private business enterprises - where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be recovered primarily through user charges. Fiduciary Funds Trust and Agency Funds - To account for assets held by the City in a trustee capacity or as agent for individuals, other governments, and/or other funds. The expendable trust fund is accounted for in essentially the same manner as governmental funds. Agency funds are custodial in nature (assets equal liabilities) and do not involve measurement of results of operations. General Fixed Assets Account Group - To account for all fixed assets of the City, except those accounted for in the proprietary funds. General Long -Perm Debt Account Group - To account for all long-term debt of the City and accrued vacation and sick leave, except for those accounted for in the proprietary funds. B. Basis of Accounting Governmental and trust and agency funds are accounted for on the modified accrual basis of accounting. Governmental fund and expendable trust revenues are recognized when received except those accruable, which are recognized as revenues when measurable and available. Available means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. Such accruable revenue items are property taxes, sales tax and reimbursable -type grants. Penalty and interest on delinquent property taxes, licenses and permits, fines, recreation fees, and other service charges are recorded as revenues when received because generally they are not measurable until actually received. Expenditures are recognized on the accrual basis except, principal and interest payments on general long --term obligations are reported only when due. Agency fund activities do not involve measurement of results of 10 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS - continued September 30, 1984 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES, Continued B. Basis of Accounting, continued operations. Proprietary funds are accounted for on the accrual basis of accounting. Their revenues are recognized in the period earned and expenses are recognized in the period incurred. Proprietary funds' unbilled services receivable are recognized as revenue at year end. C. Budgetary Accounting An operating budget is adopted each fiscal year for all operating (General, Debt Service, Enterprise, and Special Revenue) funds on the same basis as used to reflect actual revenues and expenditures. The City Manager submits a proposed operating budget for all operating funds to the City Council each fiscal year. The budgets are prepared on the basis of accounting used by each fund as described above. After public hearings to obtain taxpayer comments, the budget is legally enacted through passage of an ordinance by October 1 each year. Budgetary control is exercised at the division level. The City Manager is authorized to transfer budget amounts between divisions within any departments that are in the same fund; however, any supplemental appropria- tions that alter the total expendenditures of one of the operating funds mentioned above must be approved by the City Council. Subsequent supplemental appropriations were approved by the City Council and were not significant in relation to original appropriations. It is the amended budget that is presented in the budget versus actual financial statement disclosures. Unencumbered appropriations lapse at year-end. D. Encumbrances Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies are recorded in order to reserve that portion of the applicable appropriation, is employed as an extension of formal budgetary control in the General and Special Revenue funds. Encumbrances outstanding at year end are reported as reservations of fund balance for subsequent -year expenditures. E. Investments Investments are stated at cost, which approximates market. ' F. Inventory Inventories of the General and Proprietary funds consist of supplies and various materials used for the maintenance of fixed assets. The "oonsump- tion" method.is used to account for these inventories. Under this method, inventory acquisitions are recorded in inventory accounts initially and charged as expenditures when used. Inventories are stated at the lower of first -in, first -out cost or market. 1 11 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS - Continued September 30, 1984 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES, Continued G. Fixed Assets and Depreciation The fixed assets of the Proprietary funds are stated at cost except for donated fixed assets which are reported at estimated fair market value at the date received. Depreciation is charged to the operations of the Proprietary funds over the fixed assets' estimated useful lives using the straight line method. The useful lives range from three to fifty nine years as follows: Buildings, systems and improvements 20-59 years Machinery and equipment 10 years Furniture and fixtures 3-5 years Motor vehicles 3-5 years The City's policy is to capitalize interest on Proprietary funds' construction projects until substantially am pleted. General fixed assets consisting of certain improvements such as roads, curbs and gutters, streets and sidewalks, drainage systems, and lighting systems, have not been included in the General Fixed Assets Account Group. Such assets generally are immovable and of value only to the City. The approximate value of such assets at September 30, 1984 was $29,700,000. Other fixed assets acquired or constructed for general governmental purposes are reported as expenditures in the fund that finances the asset acquisition and capitalized in a self -balancing group of accounts entitled the General Fixed Assets Account Group. Additions are capitalized at cost or estimated market value when cost is not available. No deprecia- tion has been provided and no interest has been capitalized for the General Fixed Assets Account Group. H. Grants and Other Intergovernmental Revenues Categorical grants, except for grants that benefit more than one fund and "pass through" grants, are accounted for within the appropriate fund of the City to be financed by such grants. Revenues are recorded when they became susceptible to accrual. Generally, expenditures govern eligibility for income recognition, and the revenue is recognized as expenditures are incurred. Grants financing more than one fund or financ- ing secondary recipients such as the Federal Revenue Sharing and Community Development Block grants are recorded in Special Revenue funds pending a determination of the programs or activities to be financed by such sources. Revenues are recognized when they became measurable and available, and expenditures are recorded in the fund benefited by such expenditures. a 11 11 12 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS — Continued September 30, 1984 2. SUMMAM OF SIGNIFICANT ACCOUNTING POLICIES, Continued I. Reserves and Designations ' Portions of fund equity are segregated for future use, and are therefore not available for future appropriation or expenditure. Amounts reserved for revenue bond debt service and retirement represent portions of fund equity which are required to be segregated in accordance with the City's bond ordinances. Designations of unreserved fund balances in governmental funds indicate City management's tentative plans for use of financial resources in a future period. J. Interfund Transactions The financial statements reflect two types of interfund transactions. The operating transfers between the General Fund and the Enterprise Funds are legally authorized transfers of a permanent nature.. The payable and receivable accounts to and from other City funds are used to record temporary loans and reimbursable services between the various funds. The General Fund provides various administrative services for the Enterprise funds. Data processing and central garage costs are allocated to the Enterprise funds. The City does not allocate any other costs to the Enterprise funds. R. Insurance The City created an Expendable Trust Fund in the current fiscal year to account for insurance activities. The City now maintains a group health insurance plan for employees and dependents which is self -insured by the City. A group life insurance plan is maintained through an insurance company. Contributions to the plans are provided for by both the City and the partici- pating employees and are recognized as revenues in the funds. The contributions by the City are recorded as expenditures or expenses of the various funds as appropriate. The fund balance of the funds can revert back to the City at any time. 3. PROPERTY TAX The City property taxes are levied on October 1 and are payable by January 31. State law allows that they may be paid in two installments on December 1 and July 1. Property taxes attach as an enforceable lien on property as of the prior January 1. 1 13 3. CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS - Continued September 30, 1984 PiOPEM TAX, Continued The City is permitted by its Home Rule Charter to levy taxes up to $2.25 per $100 of assessed valuation for general governmental services including the payment of principal and interest on long-term debt. The combined tax rate to finance general governmental services for the year ended September 30, 1984 was $.7464 per $100 which means that the City has a tax margin of $1.5036 per $100, and could raise up to $28,304,451 additional tax revenue a year from the present assessed valuation of $1,882,445,516 before the limit is reached. The City serves as agent in assessing and collecting ad valorem taxes for the Wichita Falls Independent School District. It also served the Wichita Falls College District in a similar capacity during its existence and currently serves as collector and as custodian of delinquent tax records for successors to the former District. Taxes levied and uncollected for the School and College District totaled $2,199,666 and $1,841,215 at September 30, 1984 and 1983, respectively, and are reflected in the Tax Collection Fund in the agency fund group. 4. COLLECTIONS FROM CATEGORICAL BIOC:K GRANTS AND FEDERAL REVENGE SHARING Categorical grant expenditures for the years ended September 30, 1984 and 1983, respectively, have been reflected in the following City funds: General Fund Airport Fund Transit Fund Water and Sewer Fund 1984 1983 $4r024r681 $3,112,064 335,088 395,790 325,122 227,704 428,382 $4.648.175 $4 IOu,656 The financing uses of the Revenue Sharing Fund and Community Development Block Grant as reflected in the General Fund and the Enterprise Fund are detailed as follows: Personnel services Supplies and materials Maintenance Utilities and other services Capital outlay Revenue Sharing Budat(1) Actual $ 46,305 $ 45,719 777 777 1,448,809 556,704 Community Development Block Grant %jut (1) Actual $ 338,415 $ 338,284 111,655 8,780 2,862,506 788,484 468,570 223,306 485,103 317,770 1,631,713 1,207,339 1,332,264 339,666 $3,596,174 $2,033,845 $5,029,943 $1,792,984 (1) Budgeted amounts as shown include current and prior year appropria- tions to be carried forward for future use. 14 0 VlWll45j4sJ(l�3WFS�tN6:;tNfS �.,.�., ______ �uaa✓ +wrt+n��v�NtFmr m. 's�nti (,^i 't vr�t� rr � ���� _.. ......... 0 F CITY OF WICHITA FALLS, TEXAS NOTES TO THE FILIAL STATEMENTS - Continued September 30, 1984 S. PAYABLE TO U. S. GOVERNNI M The City of Wichita Falls and Wichita Falls County Water Improvement District No. 2, upon the completion of the Lake Kemp reconstruction project by the U. S. Government, are required to reimburse the U. S. Government 22.7% of its reported total cost of $8,774,705 or $1,991,858. The City's share of this amount is 66.11% or $1,316,817 payable in forty- nine annual installments of $51,974 which includes interest at the rate of 3.253%. The City's share of the total costs ($5,795,952) is reflected in fixed assets, and the City's share of the U. S. Government funded portion ($4,479,135) is reflected as a contribution in aid of construction. The remaining unpaid debt is classified as follows: 1984 1983 Longterm $1,153,697 $1,167,685 Current 13,988 13,549 $1,167,685 $1,181,234 6. EMPLOYEE RETIREMENT PLANS City employees, except for firemen, are covered by the Texas Municipal Retirement System. The Texas Municipal Retirement System contribution was 5.02% and 4.65% of each participant's salary in 1984 and 1983, respectively. The actuarial cost method used by the Texas Municipal Retirement System in performing the actuarial valuation was the unit credit actuarial cost method. Prior service liability of $2,279,319 is funded by the City annually over a period -of 25 years and is included in the contribution rate. Accumulated plan benefit information, as estimated by consulting actuaries, and plan.net assets, are as follows: December 31, 1983 1982 Actuarial present value of accumulated plan benefits: Vested $11,910,317 $ 8,260,754 Non vested 3,313,793 4,556,206 $15,224,110 $12,816,960 NET ASSETS AVAILABLE FOR BENEFITS $12,944,791 $11,239,691 There have been no changes in the actuarial cost method since the previous valuation; however, the actuarial assumptions have been changed. The change increased the unfunded accrued liability by $89,422 and decreased the 1985 retirement contribution rate by .08%. The assumptions were developed from the experience of the System. The withdrawal and payroll increase assumptions also reflect the experience of the City. The payroll was assumed to increase 5% per year. 9 15 F CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS - Continued September 30, 1984 6. E PUWYEE RETIREMENT PLANS, Continued Changes in benefits have been made since the previous valuation which affect the comparability of the two valuations. Because of the money purchase nature of the system, there was no need for an interest rate assumption in determining the actuarial present value of accrued benefits for nonretired employees. For annuitants, the actuarial present value of plan benefits was calculated using a 5% interest rate assumption. Firemen are covered by a self-administered Firemen's Relief and Retire- ment Fund. The Firemen's Relief and Retirement Fund contribution was 7.5% of each participant's salary in 1984 and 1983. The actuarial cost method used to value the Firemen's Relief and Retirement Fund was the entry -age -actuarial cost method. The unfunded accrued liability of $2,245,064 is amortized by a level percentage of payroll over a period of 26 years. March 31, 1983 Actuarial present value of accumulated plan benefits: Vested $4,166,770 Non -vested 142,248 $4,309,018 NET ASSETS AVAILABLE FOR BENEFITS $4,045,578 The actuarial present value of plan benefits was calculated using a 7.5% interest rate assumption. The carrying value of the Firemen's Relief and Retirement Fund assets were $4,045,578 and $3,469,980 in 1983 and 1982, respectively. The Plan was amended October 26, 1983 to adopt a new plan of benefits. The City's contributions, to both plans, were charged to operations as follows: General Fund Water and Sewer Fund Airport Fund Transit Fund Revenue Sharing Agency Fund 1984 1983 $825,459 $749,070 103,783 91,820 1,697 2,256 7,875 7,680 6,628 6,261 2,600 $948,042 $857,087 191 16 I E n J 9 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS TES - Continued September 30, 1984 7. OPERATING TRANSFERS OF SURPLUS FUNDS During 1984 and 1983, $411,840 and $473,283, respectively, surplus funds in the Water and Sewer Fund were transferred to the General Fund. At the time of the transfers, all requirements of the bond reserve fund and the interest and sinking fund in the Water and Sewer Fund had been satisfied. The transfers were made from surplus revenues of the Water and Sewer Fund in compliance with existing ordinances governing such transfers and in conformance with excess revenue provisions of the pertinent revenue bond indentures. The General Fund made operating transfers to the Transit Fund of $136,149 in the current fiscal year and $118,908 in the prior fiscal year. These transfers were operating subsidies to the Transit System and were au- thorized by the City Council. The Hotel/Motel Fund made an operating transfer of $120,935 to the Civic/Cmmunity Promotion Fund. This transfer was made from surplus revenues of the Hotel/Motel Fund. Operating transfers are reconciled as follows: Fund Transfers In Transfer Out General Fund $411,840 $136,149 Enterprise Funds: Water and Sewer Fund 411,840 Transit Fund 136,149 Special Revenue Funds: Hotel/Motel Fund 120F935 Civic/Oamiunity Promotion Fund 120,935 $668.924 $668,924 8. AIRPORT LEASE The airport facilities are located on land at Sheppard Air Force Base. The land is leased from the Department of the Air Force at a cost of $1.00 per year for a period of fifty years, beginning May 15, 1959 and expiring May 14, 2009. Additional rent is based on landing fees at a rate of $1.8264 per scheduled landing. Rent expense on this lease was $6,289 and $8,992 for the fiscal years ended September 30, 1984 and 1983, respectively. 17 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS - Continued September 30, 1984 9. LOW-r-TERM DEBT The following is a summary of changes in long-term obligations of the City for the year ended September 30, 1984: General Obligation Revenue Total Bonds payable at October 1, 1983 $17,395,000 $8,310,000 $25,705,000 New bonds issued -0- -0- -0- Bcnds retired (2,020,000) (930,000) (2,950,000) Bonds payable at September 30, 1984 $15,375,000 $7,380,000 $22,755,000 Bonds payable at September 30, 1984 are comprised of the following individual issues: Range of Final Annual Bonds Interest Maturity Serial Bonds Outstanding Rates Date Payments Authorized at 9/30/84 General Obligation Bonds: 1955 Wichita County Water 4-1/2% to l/ 1/85 $ 2,000 to $ 275,000 $ 18,000 Control and Improvement 4-3/4% 18,000 District No. 4 1956 Wichita County Water 4% to ll/ 1/86 5,000 to 560,000 115,000 Control and Improvement 4-1/2% 40,000 District No. 5 1959 Wichita County Water 4-3/4% to 9/ 1/89 5,000 to 385,000 120,000 Control and Improvement 5-1/2% 28,000 District No. 6 1959 Wichita County Water 4-3/4% to 9/ 1/89 5,000 to 300,000 117,000 Control and Improvement 5-1/2% 30,000 District No. 4 1963 General Obligation .001% to 8/ 1/88 100,000 to 2,680,000 480F000 Bonds 5% 120,000 1965 General Obligation .0005% to 8/15/85 300F000 6,000,000 300F000 Bonds (issued for Water 5% and Sewer improvements) 1968 General Obligation .005% to 7/10/87 150,000 to 3,000,000 525,000 Bonds 5% 175,000 W] CITY OF WICHITA FALLS, TEXAS NOTES TO THE FIMNCIAL STATEMENTS - Continued September 30, 1984 9. IDWG-TERM DEBT, Continued Range of Final Annual Bonds Interest Maturity Serial Bonds Outstanding Rates Date Pavments Authorized at 9/30/84 General Obligation Bonds - Continued: 1968-A General Obligation 3-1/28 to 6/ 1/89 85,000 to 4,435,000 1,250,000 Bonds 5% 250,000 1970 General Obligation 5% to 7% 2/15/90 100,000 to 2,000,000 700,000 Bonds 125,000 1971 General Obligation 4% to 4.9% 2/15/91 125,000 2,000,000 875,000 Bonds 1980 General Obligation 6% to 8% 6/15/01 175,000 to 3,800,000 3,275,000 Bonds 200,000 1981 General Obligation 11% to 13% 12/ 1/96 40,000 to 4,990,000 4,650,000 Bonds 450,000 1982 General Obligation 10% to 12% 8/ 1/97 225,000 to 3,400,000 2,950,000 Bonds 250,000 Total General Obligation Bonds 33,825,000 15,375,000 Revenue Bonds: Water and Sewer Revenue Bonds: 1963 Water and Sewer Revenue 1966 Water and Sewer Revenue 1966-A Water and Sewer Revenue 1968 Water and Sewer Revenue 1973 Water and Sewer Revenue .001% to 8/ 1/88 220,000 to 5,585,000 5% 225,000 .0005% to 2/ 1/91 75,000 3,800,000 5% 155,000 4% to 5% 8/ 1/91 75,000 1,800,000 4-1/4% to 2/ 1/88 5% 4-1/28 to 8/ 1/93 5-1/28 19 100,000 to 2,175,000 125,000 100,000 2,000,000 900,000 1,005,000 525,000 500,000 900,000 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS - Continued September 30, 1984 9. LDNG'r-TERM DEBT, Continued Range of Final Annual Bonds Interest Maturity Serial Bonds Outstanding Rates Date Payments Authorized at 9/30/84 Revenue Bonds, Continued Water and Seger Revenue Bonds - continued 1978 Water and Sewer Revenue Bonds 1980 Water and Sewer Revenue Bonds 1981 Water and Sewer Revenue Bonds 1982 Water and Sewer Revenue Bonds Total Water and Sewer Revenue Bonds Airport Revenue Bonds: 1967 Airport Revenue Total Airport Revenue Bonds Total Revenue Bonds Total All Bonds 5.1% to 8/ 1/98 5.9% 5% to 7.6% 2/ 1/01 11% to 13% 2/ 1/96 10-1/2% to 8/ 1/97 12-1/4% 4-1/2% 4/15/87 60,000 1,200,000 840,000 50,000 1,000,000 850,000 50,000 to 1,070,000 970,000 100,000 60,000 to 950,000 830r000 75,000 19,580,000 7,320,000 5,000 to 130,000 600,000 20,000 130,000 60,000 19,710,000 7,380,000 $53,535,000 $22,755,000 The net revenue of the Water and Sewer Fund and Airport Fund are pledged as collateral for the revenue bonds outstanding in the respective funds. The annual requirements to pay principal and interest on the obligations outstanding as of September 30, 1984, are as follows: Year Ending General Septe&er 30 Obli,=ion Revenue Total 1985 $ 3,097,288 $ 1,370,256 $ 4,467,544 1986 2,681,012 1,322,458 4,003,470 1987 2,588,981 1,274,661 3,863,642 1988 2,264,428 1,208,553 3,472,981 1989-93 7,781,778 3,437,671 11,219,449 1994-98 4,746,150 1,427,027 6,173,177 1999-2001 672,000 164,088 836,088 $23.831,637 $10,204,714 $34,036,351 20 , ... 11 . ,.-­ .... ......... ._..,... .n..r:U-. CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS - Continued September 30, 1984 9. UJNC, JMR4 DEBT, Continued $929,646 is available in the Debt Service Fund to service the general obligation bonds. There are limitations and restrictions contained in the various bond indentures. The City is in compliance with all significant provisions for such limitations and restrictions. 10. FIM ASSETS AND DEPRECIATION A summary of proprietary fund type property, plant and equipment at September 30, 1984 follows: Water and Transit Sewer Total Land and betterments $11468,175 $ 39,814 $18,938,110 $20r446,099 Buildings, systems, and improvements 11451,662 626,868 45,746,029 47,824,559 Machinery and equipment 25,633 27,325 2,076,634 20,129,592 Furniture and fixtures 240,535 5,805 45,639 750,979 Motor vehicles 416FO25 837,927 1,253,952 Construction in progress 234.283 234,283 2,9700,005 1,1150,837 670,878,622 71,9640,464 Less accumulated depreciation (645,536) (303,071) (24,435,868) (25,384,475) Net plant and equipment $2.324,469 $ 812.766 $43.442.754 $46,579.989 The following table summarizes the changes in the components of the General Fixed Assets Account Group: Land and betterments Buildings and improve- ments Machinery and equipment Furniture and fixtures Motor vehicles Construction in progress Total Balance Sept. 30, 1983 Additions Deletions $14,925,289 $ 49,665 $ (32,149) 15F077,246 2,865,021 (17,197) 3,0050,408 269,102 (38,570) 979,287 270,903 (1,396) 7,247,545 1,144,846 (1480,652) 1,298,047 182,212 Transfers In (Out) $1,298,047 Balance Sept. 30, 1984 $14,942,806 ' : IT i— 19,223,117 3,235,940 1,005,794 8,243,738 $42,532,822 $4,538,749 $ (237,964) $46.833.607 21 IIIA�rn.9 r® CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS - Continued September 30, 1984 11. FUND DEFICIT Transit - The deficit in the Transit Fund arises because current and prior year revenues were not able to cover operating expenses. 12. SEGMENT INFORMATION FOR ENTERPRISE FUNDS The City maintains three enterprise funds which provide transportation and water and sewer services. Segment information for the year ended September 30, 1984 is as follows: Total Water Enterprise AioQrt Transit and Sewer Funds Operating revenues $ 192,239 $ 157,252 $10,623,868 $10,973,359 Depreciation and amortization expense Operating income or (loss) Operating grants, entitlements, and shared revenue Operating transfers in (out), net Net income or (loss) Plant, property and equipment: Additions Deletions Total identifiable assets Net working capital Bonds and other long-term liabilities Total equity 102,606 32,214 1,410,835 1,545,655 (59,859) (305,392) 3,184,688 2,819,437 137FO20 31,815 168,835 136,149 (411,840) (275,691) (50r623) (32,665) 2,676,161 2,592,873 395,133 1,763,204 2,158,337 27,414 1,756 338,714 367,884 2,551,128 981,183 51,375,065 54,907,376 195,066 (11,972) 61111,470 6,294,564 40,000 7,573,697 7,613,697 2,479,535 800r794 41,340,346 44,620,675 22 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENSS - Continued September 30, 1984 13. IN UFLM RECEIVABLE AND PAYABLE BALANCES Individual fund interfund receivable and payable balances at September 30, 1984 are: Interfund Interfund Fund Receivables Pavables General Fund $ 4,143 $ 64,557 Enterprise Funds: Transit Fund 120 Water and Sewer Fund 13,999 Agency Funds: Section 8 Housing Fund 10,155 16 Accounts Payable Fund 110,926 18,836 Payroll Fund 1,251 Tax Collection Fund 670 Special Revenue Funds: Revenue Sharing 46,353 $131.013 $131.013 14. DESCRIPTION OF LEASING ARRANGMVS Computer and other equipment leases, expiring in 1986, 1987 and 1989, a vehicle lease expiring in 1988, and a lease of land expiring in 1991" are classified as capital leases and are included in the General Fixed Asset account group and General Long Term Debt account group. The majority of the operating leases contain the option for annual renewal at the end of the initial lease term. In most cases, leases will be removed or replaced by other leases. The City leases certain equipment and data processing software under operating leases expiring in 1984-1989. 1. Capital Leases The following is an analysis of the leased property under capital leases by major classes: Asset Balances At September 30, Classes of Propgrty 1984 1983 Equipment $424,486 $442,307 Motor vehicles 339,245 339,245 Land 50.000 50.000 $813.731 $831,552 23 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL 9rATacws - Continued September 30, 1984 14. DESCRIPTION OF LEASING AMWMIEWS, Continued The following is a schedule by years of future minimum lease payments under capital leases together with the present value of the net minimum lease payments as of September 30, 1984: Year ending September 30: 1985 $226,671 1986 188,439 1987 128,680 1988 84,557 1989 6,634 Later years 10,000 Total minimum lease payments 644,981 Less: Amount representing interest (1) (86,419) Present value of minimum lease payments (2) $558,562 The following is a schedule by years of future minimum rental payments required under operating leases that have initial or remaining noncancelable lease terms in excess of one year as of September 30, 1984: Year ending September 30: 1985 1986 1987 1988 1989 Later years Total minimum payments required (3) $106,201 102,466 85,541 7,141 7,141 614 $309.104 0 24 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS - Continued September 30, 1984 14. DESCRIPTION OF LEASING ARRANGEMENTS, Continued Operating Leases, Continued The following schedule shows the composition of total rental expense for all operating leases: Year Ending September 30, 1984 1983 Minimum rentals $105,782 $115,421 Contingent rentals 6,289 8.992 $112.071 $124.413 (1) Amount necessary to reduce net minimum lease payments to present value calculated at the City's incremental borrowing rate at the inception of the leases. (2) Reflected in the general long-term debt account group as lease obligations payable. (3) Minimum payments do not include contingent rentals which may be paid under the airport lease based on the number of scheduled landings. 15. RESTRICTED ASSETS Restricted assets in certain Enterprise Funds, held for specific purposes in accordance with bond ordinances or other legal restrictions, are comprised of the following: Airport water and Total Fund ney er Entegise Debt Service: Cash and short-term investments Capital Improvements: Cash and short term investments Receivables Customer Deposits Cash and short-term investments Other: Cash and short-term investments $54,604 $1,351,409 $1,406,013 1,596,732 1,596,732 150,802 150,802 654,042 654,042 78,360 78,360 $5 604 $3,831,345 $3,885,949 1 25 CITY OF WICAITA FALLS, TMMS NO►MS TO THE FINANCIAL SrATEMENrS - Continued September 30, 1984 16. C OMITMEMS AND OONTINGEW LIABILITIES The City's liability for accrued vacation and sick leave excluding that which is recorded in the Enterprise funds was $2,586,609 at September 30, 1984 and $2,509,394 at September 30, 1983. These accruals are recorded in the General Long -Term Debt account group except for $100,000 which is believed by City management to be currently payable from available resources, and is recorded in the General Fund. The City is contingently liable as endorser of a $400,000 note payable by Wichita Falls General Hospital to a bank for the purchase of land. At September 30, 1984, the remaining balance of the note payable was $53,307, and all required payments had been made. Commitments under construction and professional service contracts total $2,157,015 at September 30, 1984. The City is a defendant in numerous lawsuits. The ultimate liability of the City cannot be determined at this time although City management believes such liability is not material. In 1977, the City and Wichita County Water Improvement District Number Two entered into a sixty year contract with the West Texas Utilities Company and agreed to provide an adequate water supply for the Company's use in generating power upon completion of the Company's construction of a power plant adjacent to the Lake Kemp -Lake Diversion System. The significant terms of the contract provide for standby charges to be paid to the City and the Wichita County Water Improvement District Number Two in equal amounts. The City receives $150,000 each year through 1986 and then as follows: Minimum annual charges shall begin when water is actually consumed for the production of electricity upon completion of the first generation unit or January 1, 19870, whichever is sooner, in the following amounts and time schedule: City's Share 1. Date of completion of first generation unit or January 11, 1987, whichever is sooner, and for each of the next five years $250,000 2. For each of the next five years 375,000 3. F1or all years thereafter until end of contract 500,000 26 CITY OF WICHITA FALLS TEXAS NOTES TO THE FINANCIAL STATEMENTS - Continued 1 September 30, 1984 1 1 16. COMMITMENTS AND CONTINGENT LIABILITIES, Continued For water actually consumed, the Company shall pay the City and Wichita County Water Improvement District Number Two equally, at the Base Rate of twenty-three ($.23) cents per one thousand (1,000) gallons, which can be adjusted annually. This contract can be terminated at any time by the Company. If the contract is terminated, the Company is required to make a maximum termination payment equal to the standby charges which would have become due and payable during the following twenty-four month period. 17. SUBSEQUENT EVENTS On January 15, 1985, the City issued $19,955,000 of Water and Sewer Refunding Revenue Bonds, Series 1984. The proceeds of the Bonds will be used to provide monies which, together with other available monies, will be sufficient to refund all of the City's outstanding Water and Sewer System Revenue Bonds, to provide funds for improvements and extensions of the City's combined water and sewer system and to pay a portion of the costs related to the issuance of the Series 1984 Bonds. In October, 1984 the City Council segregated and budgeted for the Sanitation Division as a separate enterprise fund. The Sanitation Division includes the sanitation department, solid -waste transfer station and the City's landfill. 27 THIS PACE IS IMMIONALLY LEFT BLANK 11 I I J COMBINING AND INDIVIDUAL FUND FINANCIAL SrATEMENrS 11 E THIS PAGE IS INIUVIONkLLY LEFT BLANK Mi_ 'a_ a 71 The General Fund is used to account for all revenues and expenditures not accounted for in other funds. It receives a greatervariety and amount of revenues and finances a wider range of governmental activities than any other fund. Major functions financed by the General Fund include: Ackninistrative; Finance; Police; Fire; Protective Inspections, such as building, plumbing and electrical; Traffic Engineering; Public Works Engineering; Street Maintenance; Health; Commomity Enrichment Activities such as Parks, Recreation, and Library; and Planning and Sanitation. EXHIBIT B-1 CITY OF WICHITA FALLS, TEXAS BALANCE SHEET GENERAL FUND September 30. 1984 1983 ASSETS Cash and short-term investments $ 9,3091470 $6,991,379 Prepaid items 140,753 108,463 Receivables: Ad valorem taxes - delinquent (less $273,640 and $223,796 allowance for uncollectible accounts) 1,264,800 990,499 Other City funds 40,143 421,922 Government agencies 726,006 608,147 Other 190,948 600,533 Inventory 339,620 241,373 11,975,810 9,422,316 Restricted assets: Cash and short-term investments 58,958 Receivable from government agencies 59,670 170,924 Receivables from other City funds 64 3,214 59,734 233,096 $12,035,544 $9.f55,412 LIABILITIES AND FUND BALANCE Liabilities: Accounts payable - trade $ 663,289 $ 631,539 Accrued payroll 611,771 586,085 Payable to other City funds 64,557 9,470 Payable to other government agencies 49,630 24,110 1,389,247 1,251,204 Other current liabilities: Deposits and refunds payable 32,951 20,248 Advance payments 432,202 456,143 465,153 476,391 Deferred tax revenue 1,203,095 862,131 Payable from restricted assets: Bank overdraft 38,699 dontracts and trade 4,404 236,872 Other City funds 40,698 Government agencies 1,034 4.683 44,137 282,253 3,101,632 21t871,979 Fund Balance: Reserve for encumbrances 383,364 935,294 Reserve for inventory 339,690 241,373 Reserve for general liability 250,000 200,000 Unreserved - undesignated 7,960,858 5,406,766 8,933,912 6,783.433 $12,035,544 $9,655,412 The accompanying notes are an integral part of these financial statements. m � . A� EXHIBIT B-2 Page 1 of 3 CITY OF WICHITA FALLS, TEXAS STATEMENT OF REUIIMS, EXPENDITURES AND CHANCES IN FUND BALANCE - BUDCET AND A VUAL GENERAL FUND for the years ended September 30, REVENUES: Taxes: Ad valorem taxes Penalties and interest City sales tax Franchise taxes Other taxes (urges for services: Sanitation services Golf, tennis and recreation fees Tax collection fees Other service charges Licenses and permits: Building permits Electrical and plumbing Health and animal control Other licenses and permits Fines: Municipal Court Library Intergovernmental revenue: Operating grants Wichita Falls School District Miscellaneous revenue: Parking meters Rentals and concessions Interest Sale of fixed assets Other TOTAL REVENUES r 1984 1983 Budget Actual Budget Actual $10,722,153 $10,724,116 $ 9,483,226 $ 9,268,463 145,000 126,338 125,000 169,582 6,000,000 6,367,174 6,500,000 5,808,161 2,650,000 2,771,872 2,303,000 2,618,663 147,000 186,622 155,600 158,843 19,664,153 20,176,122 18,566,826 18,023,712 4,352,000 4,459,738 3,833,000 3,878,630 244,000 210,610 256,000 230r533 125,000 110,504 100,000 102,128 121,810 668,348 139,165 143,119 4,842,810 5.449,200 4,328,165 4,354,410 80,000 119,886 90,000 100,729 50,000 96,601 52,000 62,271 74,400 84,097 74,500 84,412 31,450 41,847 28,475 37,026 235,850 342,431 244,975 284,438 762,000 735,201 619,000 792,632 15,000 18,073 14,000 15,870 777,000 M3,274 633,000 808,502 416,585 425,555 547,130 547,086 136,000 136,964 136,000 136,302 552,585 562,519 683,130 683,388 105,700 69,280 116,000 104,443 100,500 lllr406 105,300 104,867 432,100 991,612 645,900 856,392 33,400 71,206 63,900 171,693 21,500 174,794 20,050 55,418 693.200 1,418,298 951,150 1,292,813 26,765,598 28,701,844 25,407,246 25,447,263 Ji 29 EXHIBIT B-2 Page 2 of 3 CITY OF WICHITA FALLS, TEXAS STATEMENT OF REVENUES, III- gDITURES AND aW=S IN FUND BALANCE - BUDG'ET AND ACTUAL - Continued GENERAL FUND for the years ended September 30, EXPENDITURES: Administrative services division: Mayor and Board of Alderman City Manager Legal Personnel City Clerk Martin Luther Ring Center Farmer's Market Library Data Processing Nondepartmental Municipal Court Risk Management Building Maintenance Central Garage Police division: Police Fire division: Fire suppression Fire prevention Parks and recreation division: Recreation Park maintenance Golf Cemetary Accounting/Finance division: Accounting/Finance Tax Purchasing Planning division: Planning 1984 1983 Budget Actual Budget Actual 40,043 27,766 511,010 50,490 329,953 322,330 275,2ll 256,128 173,571 172,409 205,897 175,467 153,606 149,322 172,610 172,400 59,131 55,610 61,527 60,326 150,377 146,897 69,140 63,408 15,671 15,390 12,672 11,449 302,827 287,254 328,950 302,343 1,152,804 1,147,838 lr084r326 1,015,177 2,189,786 2,089,366 1,730,615 1,223,383 276,243 257,668 288,434 268,853 98,298 93,679 181,358 180,161 356,882 337,641 368,045 336,914 2,348,754 2,177,336 943,010 884,940 7,647,946 7,280,506 5,772,805 5,001,439 6,424,383 6,169,438 5,846,313 5,685,793 4,340,230 4,229,963 3,824,808 3,727,996 92,413 91,852 169,824 155,770 4,432,643 4,321,815 3,994,632 3,883,766 341,618 319,706 347,358 331,777 1,997,065 1,877,402 1,985,846 1,875,188 346,886 295,627 338,364 241,934 181,711 168,851 154,040 135,336 2,867,280 2,661,586 2,825,608 2,584,235 374,845 276,675 398,925 142,194 129,940 127,203 87,353 74,024 86,050 604,392 480.639 612,178 1,036,764 965,744 772,863 358,113 124,940 80,883 563,936 770,007 11 30 1 J EXHIBIT B&-2 Page 3 of 3 CITY OF WICHITA FALLS, TEXAS STAT M OF REVENUES, EXPENDITURES AND aMMS IN FUND BALANCE - BUDGET AND ACIML - Continued GENERAL FUND for the years ended September 30, EXPENDITURES - Continued Public works division: Engineering Inspection Street Sanitation Sanitary landfill Transfer station Health division: Administration Nursing Milk, meat and water Laboratory General environment Food and vector control Animal control Traffic and transporation division: Traffic engineering Parking meters Less charges to other departments TOTAL EXPENDITURES EXCESS OF REVENUES OVER (UNDER) EXPENIDITURES Other financing sources (uses): J Operating transfers in (Note 7) Operating transfers out (Note 7) Capital lease Contributions from operating grants (Note 4) EXCESS OF REVENUES AND arHER SOURCES OVER (UNDER) EXPENDITURES AND arHER ki USES Fund balance - beginning 1984 1983 Budget -Actual Budget Actual 543,151 513,109 746,906 712,715 383,473 361,319 367,315 305,164 3,300,770 3,148,760 3,383,863 3,303,479 2,147,515 1,993,450 2,654,339 2,392,855 321F145 289,930 384,963 395,610 410,695 405,101 715,409 706,174 7,106,749 6,711,669 8,252,795 7,815,997 244,800 629,347 120,719 91,120 68,352 279,297 139,798 1.573,433 2,176,353 104,733 2,281,086 33,974,676 (2,278,714) 31,695,962 (4,930,364) 425,000 (186,736) 196,399 608,003 120,326 85,710 44,674 244,923 132,736 1,432,771 1,938,943 98,988 2,037,931 32,062,099 (1,606,933) 30,455,166 (1,753,322) 411,840 (136,149) 28,984 217,371 564,954 116,323 92,608 49,575 230r491 148.477 1.419,799 1,658,363 81,472 1,739,835 31,236,828 (1,074,737) 30,162,091 (4,754,845) 575,000 (168,000) 204,812 543,711 113,173 92,522 48,979 174,417 142,886 1,320,500 1,428,729 73,550 1,502,279 29,127,952 (1,016,666) 28.111.286 (2,664,023) 473,283 (118,908) 3,599,126 3,599,126 2,564,978 2,564,978 $(1.092.974) 2,150,479 $(1,782.867) 6,783,433 255,330 6,528,103 Fund balance - ending $ 8,933,912 $ 6,783,433 The accompanying notes are an integral part of these financial statements. 31 THIS PAGE IS INTERMONALLY LEFT BLANK Special Revenue Funds are used to account for the proceeds of specific revenue sources (other than special assessment, or for major capital projects) that are legally restricted to expenditure for specific purposes. Federal programs included in these funds are the Revenue,Sharing and Comunity Development Block Grant programs. The operations of the Auditorium and Activities Center are also accounted for in the Civic/Community Promotion Fund. Revenue derived from the City Hotel/Motel tax used to promote growth in the City is accounted for in the Hotel/Motel Tax Fund. rn M %0 OC1n00 O n nNOle n M%0%0 O H O 00 M r-I M (A 4m [- CP% O %D O rI O N [- 01 . . • CD In O V N M %0 N O M Sa . . 1n lb. ftCV).. � . d' M le M M r0-I N 00 w N : r-I ri m M 4m Ln 00 N � O O 1%0 C b 00 rihi O• w Ln �O Ln N 1M0 V] 00 • 01 01 ► 01 M 01 00 00Ln eN 00 H ► a 0 MVH 6 m . . & 00 %0 M %0 N . rI [- O M N eP N r-I. Ono n r N O O M . rI . 44V Ln { 16 N O000 N 1n �O %01M0 %0 10 1N M in N N O n n .1.1 M O cn Cn O d� N 10 1n M >1 n 0 �O O n �0 10 M to 00 O w O w n 11 4.) � O ri C11 1n N 1- w m 00 00 M M r-I 00 d' � cin 00 .fG r�-I 0M0 N en Ica � H 00 O O 00 n N CO (W� O M Ch ON 0000 r-I-1 O � O C11 O M O H %0 M In M N 1n M N 3 \ M 1n 00 10 NCOI (S N O N 4 rOi N N U . . lb H r-4 r I r-I-I ri r-I-I PA r-I M O cn M MN M V n M N N w1n M v b r-I-I n 01 n e!' e!' N tP eN M r-I rc-' lb rA N 44 -al w-I to 41 vri 11 rOl rl) r-I $4 41 � 4Jpp a L LZ 32 N N N M .••1 O O O O t0 O h O� QQ M M O� 01 R N .D Illrl� V Q R �L'1 O O�QQN V^01 h R OD p O MMv1T BOO �O N O �n N h w = a l My ~ m c,j m .••1 ^ .�o- to ff) .�-� h h•� OD a0 m IIIIIII(fllllflfllNlll Q WM pp �n N M h �o M N O t0 pp N OI N N 3 V BOO 1n .••� R OI O01 cn 1n .r h N@ .••� 1n, LOh00 O N�D O �n O OI O M N C" O O h N O C m Nei m _ wN o N M M yJ M .�•�� . N N MA Qw N R R O O R U M Q M Mw O W N 00 N MN�OM.+ h OO1h 01 h 0101 N i' 00 R OO 01 Ln �n ? h .Oi pp"DOM M h 1")10010 Clip N 00 a+Wco ON 01 hRRNQ hN1O Ino WMl0.N• N OM .N•� h.y'+Q O ~ 00'N I ~N;l vv Dlil}11 MN OMN���{ppp O O O n O� h V' R Of 1n �O .•+ OOhh +O O 01 1� O 1n 1 O h In M O h C- co N h Q N 7 C OHO MOO l O �� .•+O O1 I O1 �� I Cap N- -.•+ h �O1O -O —M M M M U » » y> K MNIOMN O O 01 �n O1 h QR Ln 1n Oi �O ^ OLn oiOO Ln of �((ff 10 N O��O LOh.••� t 10, l0 R �O R b N O 10 MOO O �� cn to O �O of � •••� v0vM �� . 4+ O� MIOO_ T wM 0 O I i+O O n N U M N N W C N .~..v C7 y>y q C CI (A ^ w b r M u co N h co 10 tNNo a O a+ Wi ii 1 I.. 9 Nu N 4. V7,� Ca of 1n 1 10 +j rO Doh OI�f M ^vl0 qU CN x q 1 &OD Oof O ] �.O0MOi1 1 p qX FC;l C Cj LLA N cm w �C N0OMh �.••� 77C 7md'1ygi O M pp '"f 2 ' Rio 'h•��ON11M 4-W O > q N ♦O O� w ONOO W u >>CC C U C cmN N O r•1 O h h ' 4-° Wa uoa�nc r► r+ m d M� I OII 7 M IM-I OI IYtlII 4� L H O r UI C C O M N O .N•1� O N ' of � ap+ O O ^ MOM�nu1E " ^ a+ OO nQ�I�I \Oti I I Ln cm M M M cos u r+ r+ In M O O !Ilcaac-i �i o cr ujj w Lo p VI .••� O of OI O O h O O M Q 10= .•+ w ~ ~ IA N EC 41 C L N W OI � ai u � •� �i.Ni -4� e c yyV��1 C � 9 1A w W O O i+ 9 0 W IA 0 A N v �' A y U yT L. f- C C A A N W = W W i..f O 01 41 N O VI q U -0 y U 4 1•� GC O O d L= >f O Q C Im C qxq ^ i+• 41 G y>y a+ `q 1/1 > E In L TW O VI YO- Nd N WZ W 9 C G 9 C o x N O u. W NC C Y�C�= > N C N 'a t9 b N OQ d W NA 0�9� W ••a+.-•qCN a�4dl li nr a+O �W ' N >p YI -D C 4-4� CCgON O ✓1 q N N ,p W 7 tO D Lc NC O'W is rna+v W cc a: YI u OJ U 41 L N N L T N O .•-• M •'• ✓1 �d�cc � � Z d •L W W O A A LLA 0 4J I L Ol 4$ C � M L Gc C L. M aA+ U W 1L A O Z q q ONoW W UWNq Cap O•�W7 ++ Ed an •6 W d' 4++,Z W cv VI cL Nd d d =x=d 41 VIWGC VI .•+O J Z W C A W p O W x Cs S Oi..l x W W~ cc O F- xQ W O W 7 W W 33 - E 4J V q •U c e W N N L O L O Y 4 c a N d O C OI EO u u t THIS PACE IS INPEATrIONALLY LEFT BLANK I U DEBT SERVICE FUND The Debt Service Fund, also known as interest and sinking fund, is established by ordinance authorizing the issuance of general obligation bonds to provide for the payment of bond principal and interest. An ad valorem tax rate and tax levy is required to be computed and levied which will be sufficient to produce the funds required to pay principal and interest as they come due. This Furl is also used to provide for the payment of paying agent fees. CITY OF WICHITA FALLS, TEXAS BALANCE SHEET DEBT SERVICE FUND ASSETS Restricted Assets: Cash and short-term investments Receivables: Ad valorem taxes - delinquent (net of allowance for uncollectible taxes of $102,559 and $86,024) Other City funds Other LIABILITIES AND FUND BALANCE Liabilities - Payable from restricted assets: Accounts payable - trade other current liabilities Deferred tax revenue Fund Balance Unreserved: Designated for debt service EXHIBIT D-1 September 30, 1984 1 82 $ 915,173 $ 676,699 493,563 414,260 2,532 9,240 $1,417,976 $1,093,491 $ 57 1,200 487,073 488,330 929,646 $1,417,976 $ 100 2,122 385,542 387,764 705,727 $1,093,491 The accompanying notes are an integral part of these financial statements. 34 1 EXHIBIT D-2 CITY OF WICHITA FALLS, TEXAS STATEMENT OF REVENUES, EXPENDITURES AND CHANCES IN FUND BALAN(M DEBT SERVICE FUND for the years ended September 30, . REVENUES: Taxes: Ad valorem taxes Miscellaneous revenue TOTAL REVENUES EXPENDITURES: Principal retirement Interest and paying agent fees TOTAL EXPENDITURES EXCESS OF REVENUES OVER EXPENDITURES Fund balance - beginning Fund balance - ending 1984 1983 Budget Actual Actual $3,385,442 $3,467,312 $3,247,009 $3,163,931 65,000 142,565 64,200 148,340 3,450,442 3,609,877 3,311,209 3,312,271 2,020,000 2,020,000 1,758,000 1,758,000 1,370,442 1,365,958 .1,489,009 1,481,751 _ 3,390,442 3,385,958 3,247,009 3,239,751 $ 60,000 223,919 $ 64,200 72,520 705,727 633,207 $ 929,646 $ 705,727 The accompanying notes are an integral part.of these financial statements. 35 I a THIS PAGE IS IN=IONALLY LEFT BLANK M CAPITAL PRWECr'S FUNDS The Capital Projects Funds are used to account for -financial resources to be used for the acquisition or construction of major capital facilities. Significant projects currently under construction are Barnett Road Reconstruction Project, Jaycee Park Roadway and Parking Improvements, Southwinds/'Brenda Hursh Drainage Project, Plum Creek Drainage Project and Thompson Road Construction Project. V Htj I I L [l CITY OF WICHITA FAILS, TEXAS BALANCE SHEET CAPITAL PRWECTS FUNDS ASSETS Cash and short-term investments Receivables: Other City funds Other LIABILITIES AND FUND BALANCE Liabilities: Accounts payable - trade Payable to other City funds Other Fund Balance: Reserved for encumbrances Unreserved - designated EXHIBIT E-1 September 30, 1984 1983 $5,783,643 $8,825,137 204,501 14,764 10,598 $5,798,407 $9,040,236 $ 382,025 $ 727,752 1,8ll 76,303 109,769 458,328 839,332 943,422 2,031,529 4,396,657 6,169,375 5,340,079 8,200,904 $5,798,407 $9,040,236 The accompanying notes are an integral part of these financial statements. 36 IMM EXHIBIT E-2 CITY OF WICHITA FALLS, TEXAS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE CAPITAL PROJECTS FUNDS for the years ended September 30, 1984 1983 REVENUES: Miscellaneous: Interest $ 671,833 $ 1,040,913 Other 33,111 TOTAL REVENUES 671,833 1,074,024 EXPENDITURES: Fiscal agent 29,322 Drainage improvements 801,114 130F019 Park improvements 463,190 23,595 Solid waste transfer station 695,713 Hamilton Park tennis improvement 829 8,762 Weeks Park tennis and golf improvements 131,141 88,590 Central services complex 1,793,359 1,5530,217 Sanitary landfill 80,904 49,614 Police station remodeling 10,849 Street improvements 144,560 924,030 Traffic control equipment 109,693 Fire station 59,757 260rl93 Library remodeling 129,804 14,345 TOTAL EXPENDITURES 3,532,658 3,888,942 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES (2,860,825) (2,814,918) Fund balance - beginning 8,200,904 11,015,822 Fund balance - ending $5,340,079 $ 8,200,904 The accompanying notes are an integral part of these financial statements. 37 THIS PACE IS INrMIONAMY LEFT BLANK .......... ,........... .... - The Special Assessment Fund is used to account for the financing of public improvements deemed to benefit the properties against which special assessments are levied. Street and sidewalk paving expenditures and associated special assessments are accounted for in this fund. 0 j I I r H i CITY OF WICHITA FALLS, TEXAS BALANCE SHEET SPECIAL ASSESSMENT FUND ASSETS Cash and short-term investments Receivables: Paving assessments Other receivables LIABILITIES AND FUND BALANCE Liabilities: Accounts payable - trade Other current liabilities Deferred Revenue Fund Balance: Reserved for encumbrances Unreserved - designated EXHIBIT F-1 September 30, 1984 1983 $137,882 $140,420 656,093 657,912 42 $794,017 $798,332 $ 23 471 $ 3,990 494 3,990 656,093 657,912 656,587 661,902 236,985 137,430 (100,555) 137.430 136.430 $794.017 $798,332 The accompanying notes are an integral part of these financial statements. IR �.Nltffu urn»41Wf141fS:WN4fufd�Nvu9uweurw �.�.m� 9,,.»4,,,.,..,,9w�mmrovnrYWUWiNAWf�'�aH�YH�INHiJilnNHiJiM�`;�iM`ti'fifiY�YMYiMWh irfliWYFNYfi1P9 rlyi3iPfi9JSiN+.wr5f5 �5P9flYrflfmtm+n�� lViD1irilw._ EXHIBIT F-2 CITY OF WICHITA FALLS, TEXAS STATEmENP OF REVENUES, EXPENDITURES AND CHANCES IN FUND BALANCE SPECIAL ASSESSMENT FUND for the years ended September 30, REVENUES: Special assessments: Streets Miscellaneous revenue: Interest TOTAL REVENUES EXETMITURES: Street paving TOTAL EXPENDITURES EXCESS OF REVENUES OVER (UNDER) EXPENDITURES Rind balance - beginning Fund balance - ending 1984 1983 $216,304 $107,106 23,363 14,425 239,667 121,531 238,667 238,667 10,000 121,531 136,430 14,899 $137,430 36 430 The accompanying notes are an integral part of these financial statements. 39 THIS PACE IS INTENTIONALLY LEFT BLANK ENTERPRISE FUNDS Enterprise funds are used to account for operations that are financed and operated in a manner similar to private business enterprises. The intent of the governing body is that the costs of providing the service to the general public on a continuing basis be recovered primarily through user charges. The operations of the Airport, the Transit System, and the Water and Sewer System are recorded in these funds. EXHIBIT G-1 Page 1 of 2 CITY, OF WICHITA FALLS, TEXAS COMBINING BALANCE SHEETS ENTERPRISE FUNDS September 30, 1984 Water Totals and September 30, Airport Transit Sewer 1984 1983, ASSETS Current Asses: Cash and short term investments $ 151,669 $ 1,725,161 $ 1,876,830 $ 17IF410 Receivables: Trade 20,288 1,681,940 1,702F228 1,749,756 Other City funds $ 120 13,999 14,119 1,929 Governmental agencies 161,364 21,274 182,638 49,174 Other 98 5,923 6,021 47,271 Inventory 6,933 451,309 458,242 387.916 172,055 168,417 3,899,606 4,240,078 2,407,456 Restricted Assets: Cash and short -terns investments 54,604 3,680,543 3,735,147 3,434,579 Receivables from government agencies 204,501 Other 150,802 150,802 152,809 54,604 3,831,345 3,885,949 3,791,889 Plant and Equipment: Land and betterments 1,468,175 39,814 18,938,110 20F446FO99 20,752,834 Buildings, systems and improvements 1,451,662 626,868 45,746,029 47,824,559 45,726,792 Machinery and equipment 25,633 27,325 2,076,634 2,129,592 1,721,569 Furniture and fixtures 24,535 5,805 45,639 75,979 76,028 Motor vehicles 416,025 837,927 1,253,952 1,217,744 Construction in progress 234,283 234,283 679,044 2,970,005 1,115,837 67,878,622 71,964,464 70,174,011 Less accumulated depreciation (645,536) (303,071)(24,435,868)(25,384,475)(24,012,391) 2,324,469 812,766 43,442,754 46,579,989 46,161,620 Other Assets: Deferred charges 13,860 130,860 27,252 Other 187,500 187,500 337,500 201,360 201,360 364,752 $2,551,128 $ 981,183 $51,375,065 $54,907,376 $52,725,717 The accompanying notes are an integral part of these financial statements. 40 19 EXHIBIT G-1 Page 2 of 2 Water Totals and September 30, import Transit Sewer 1984 1983 LIABILITIES AND FUND EQUITY Current Liabilities - Payable From Current Assets: Bank overdraft $131,817 $ 131,817 Accounts payable - trade $ 8,729 31,153 $ 261,462 301,344 $ 337,647 Accrued payroll 1,622 17,419 171,952 190,993 192,616 Payable to other City funds 239,285 ' Other current liabilities 44,479 44,479 49,136 10,351 180,389 477,893 668,633 818,684 Current Liabilities - Payable From Restricted Assets: Contracts and trade 26,141 Revenue bonds - current maturities 20,000 900,000 920,000 930,000 Accrued interest - revenue bonds 1,242 75,733 76,975 86,051 Matured bonds and interest payable 3,354 3,354 36,165 Other City funds 206,582 Deferred revenue 162,500 162,500 162,500 21,242 1,141,587 1,162,829 1,447,439 Long-term Debt: Payable to U. S. Government 1,153,697 1,153,697 1,167,685 Revenue bonds - less current maturities 40,000 6,420,000 6,460,000 7,380,000 40,000 7,573,697 7,613,697 8,547,685 Longterm Liabilities: Customer deposits - payable from restricted assets 654,042 654,042 506,406 Deferred revenue 187,500 187,500 337,500 841,542 841,542 843,906 P 71,593 180,389 10,034,719 10,286,701 11,657,714 Fund Equity: ' Contributions in aid of construction and other 2,277,385 873,790 14,715,688 17,866,863 16,907,064 Retained earnings: Reserved for revenue bond debt service 14,389 506,309 520,698 157,529 Reserved for bond contingency 39,000 845,100 884,100 884,100 Unreserved 148,761 (72,996) 25,273,249 25,349,014 23,119,310 202,150 (72,996) 26,624,658 26,753,812 24,160,939 ' 2,479,535 800,794 41,340,346 44,620,675 41,068,003 $2,551,128 $981,183 $51,375,065 $54,907,376 $52,725,717 41 CITY OF WICBITA FALLS, TEXAS COMBINING SPATEMENT OF REVENUES, EXPENSES AND (RANGES IN RETAINED EARNINGS for the years ended September 30, Water Totals and September 30, A_iogrt� Transit Sewer 1984 1983 Operating revenues: Charges for services $ 38,958 $156,544 $10,416,7ll $10,612,213 $ 8,837,965 ' Rents, concessions, and other 153,281 708 207,157 361,146 346,576 192,239 157,252 10,623,868 10,973.359 9,184,541 operating expenses: ' Personnel services 42,750 261,601 2,587,275 2,891,626 2,737,638 Supplies and materials 970 57,601 631,957 690r528 768,186 Maintenance and repairs 22,651 73,889 910,146 lr006r686 lr308r378 , Utilities and other services 66,218 27,609 1,583,531 1,677,358 1,452,765 Insurance and contract support 16,903 9,730 315,436 342.069 ' 340.726 149,492 430,430 6,028,345 6,608,267 6,607,693 Operating income (loss) before depreciation ' and amortization 42,747 (273,178) 4,595,523 4,365,092 2,576,848 Depreciation and amortiza- tion 10( 2,606) (32,214) (1,410,835) (1.545.655) (1,557.087) ' Operating income (loss) (59,859) 305 3 2) 3,184,688 2,819,437 1,019,761 Non -operating revenues (expenses): ' Interest income 17,140 8 411,433 428,581 414,028 Gain (loss) on sale of assets (4,442) (450) (124,183) (129,075) 8,901 Interest expense (3,462) (415,752) (419,214) (512,376) Operating grants 137,020 137,020 217,316 9.236 136,578 (128,502) 17,312 127,869 Income (loss) before other financing sources and (uses): (50,623) (168,814) 3,056,186 2,836,749 1.147.630 Operating transfer in (Note I) 136,149 136FI49 118,908 Operating transfer out (Note 7) (411,840) (411,840) (473,283) Contributions from operating grants (Note 4) 31,815 31,815 367,867 136,149 (380,025) (243,876) 13,492 Net income (loss) (50r623) (32,665) 2,676,161 2,592,873 1,161,122 Retained earnings - beginning 252,773 0 3 1) 23,948,497 24,160,939 22.999.817 ' Retained earnings - ending $202,150 $(72.996) $26,624,658 $26,753,812 $24,160,939 The accompanying notes are an integral part of these financial statements. 42 1 EXHIBIT G-3 CITY OF WICHITA FALLS, TEXAS COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION ENTERPRISE FUNDS for the years ended September 30, Totals Water And September 30, Airport Transit Sewer 1984 1983 Source of Funds: Net income (loss) $(50,623) $ (32,665) $2,676,161 $2,592,873 $ 1,161,122 Item not requiring (providing) working capital: Depr. & amortization 102,606 32,214 1,410,835 1,545,655 1,557,087 Loss on sale of assets 4,442 450 124,183 129,075 Other (18,759) 56,425 (1) 4,211,179 4,267,603 2,699,450 1 Contrib. in aid of constr. 393,502 566,298 959,800 1p207,982 Proceeds from sale of assets 3,258 75,370 78,628 Fixed assets retired 1,414 Customer deposits, net 147,636 147.636 52,136 59,683 393,501 5,000,483 5,453,667 3,960,982 9 Application of Funds: Deferred charges Purchase of fixed assets Retirement of revenue bonds Payment of U. S Govt. Oblg. Net increase (decrease) in working capital Summary of Net Changes in Working Capital: Increase (decrease) in current assets: Cash and investments Trade receivables Due from other funds Receivables, other goverment agencies Inventory Prepaid expense & other Increase (decrease) in current liabilities: Accounts payable trade Due to other funds Contracts payable Other Notes and bonds payable Deferred revenue Net increase (decrease) in working capital 395,133 20,000 20,000 395,133 9,842 1,763,204 2,158,337 3,487,575 900,000 920,000 930,000 13,988 13,988 13,548 2,677,192 3,092,325 4,440,965 $ 39,683 $ 1 63 ) $2,323,291 $2,361,342 $ (479,983) $ 26,794 $(136,582) $1,983,957 3,980 (51,508) (38) 12,108 (92,310) 21,274 (8,383) 78,709 _ 28 77 ) (42,580) 30,872 (238,089) 2,001,960 4,227 (81) (247,806) (2,957) 3,444 (10,000) 7,905 8 811) (236,457) (50,196) (198,099) (26,141) (46,895) $1,874,169 $(1,216,773) (47,528) 228,216 12,070 (27,754) (71, 036) 70,326 (43,258) 1,794,743 (45,969) (445,986) (26,141) (46,408) (2,095) (161,074) 45,421 (464,381) (1,596,345) 62,655 (567,230) (34, 462) (100,615) (476,710) (321,331) ( 566,599) (1,116,362) $ 39,683 $ (1,632) $2,323,291 $2.361.342 $ (479,983) The accompanying notes are an integral part of these financial statements. y 43 THIS PAGE IS INTENMONALLY LEFT BLANK E M n TRUST & AGENCY FUNDS Employee Benefit Trust Fund - to account for and administer group health ate' insurance, which is self -insured by the City, and life insurance for employees and dependents. Social Security Fund - to account for the collection and payment of social security (FICA) taxes. Payroll Fund - to account for the collection of payroll gross amounts from the various City funds and the distribution of payroll checks to City employees. Tax Collection Fund - to account for the collection and payment of ad valorem taxes to the City's General and Debt Service Funds, the Wichita Falls Independent School District, and Midwestern State University. Accounts Payable Fund - to account for the collection of monies from the various City funds, and the payment of those monies to vendors for goods and services rendered. Section 8 Housing Grants - to account for the resources provided and expended in conjunction with the Section 8 Housing Grant Program. These resources were received by the City on behalf of numerous secondary recipients. n R 0 IJA Ln 0o n Ln r-I Ln N r Ln m N r-I N N M w 1n 00 r-I C4 briO� � M %C 1n ri %o In ft M r- O M r-I 1n A r-I r-I Co ft N N w Ln oo riw Ln N Ln N CV ch ob ob ON rON-I N N tN r-I N 1n [- r-I M co co \C Cy N 1n N C, ► ► ► ► ► ► to r-I r-I r-I N r-I r4 ob � O n N OON O r-I r-I N O N p1 01 ► ► N ► ► ► ► M N 1C Ln Cy1ob db N ON r-I %D N 00 r-I M ON ► N ► ► � � %D O co O ob m vi- ► ► ► r-I 01 r4 N � r-I an N r-I vi- M N VV r-I Ln � r-I LO M O ri r-I Co N w I rill I ^J rNl 1n 1NC Ln M n 11. � el N lM Ln gi N ca w ill U r-I rl .3 8 �� 0 .C�49 12� (a gOW$4wro OH��B erO rl H -�r1 8 U 0 44 � C. i.v��r .,,.,,,, 1,,. '+�UUUUUUvxiYltfilSS�S9{Vll\\\wu NfrkauA'nr.'w�tnwwWrkf4N. _ xn�n ': N�`1XkY4°Stii�`� 11 CITY OF WICHITA FALLS, TEXAS EXPENDABLE TRUST FUND - EMPLOYEE BENEFIT TRUST STATEMENT OF REVENUE, EXPENDITURES AND CHANCES IN FUND BALANCE for the year ended September 30, 1984 REVENUES: EXHIBIT H-2 Contributions $1,208,669 Interest 13,271 TOTAL REVENUES 1,221,940 EXPENDITURES: Claims and administrative fees 1,044,763 Supplies and materials 1,821 Utilities and other services 42.205 TOTAL EXPENDITURES 1,088,789 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES 133,151 Fund Balance - beginning Fund Balance - ending $ 133,151 The accompanying notes are an integral part of these financial statements. 45 EXHIBIT H-3 Page 1 of 3 CITY OF WICHITA FALLS, TEXAS COMBINING STATEMENTS OF CHANGES IN ASSETS AMID LIABILITIES AGENCY FUNDS for the year ended September 30, 1984 0 I Balance Balance September 30, September 30, 1983 Additions Deductions 1984 SOCIAL SECURITY FUND ASSETS Cash and short-term investments $ 161F982 $ 2,299,385 $ 2,286,172 $ 175,195 Receivables: Other City funds 3,982 951,074 955,056 $ 165,964 $ 3,250,459 $ 3,241,228 $ 175,195 LIABILITIES Payable to other City funds $ 615 $ 8,000 $ 8,615 Payable to government agencies 165,349 2,286,856 2,277,010 $ 175,195 $ 165.964 $ 2,294,856 $ 2,285,625 $ 175,195i� PAYROLL FUND ASSETS Cash and short-term investments $19,057,368 $19,056,117 $ 1,251 Receivables: Other City funds $ 1,081 15,381,544 15,382,625 uu $ 1.081 $34,438,912 $34,438,742 $ 1,251 LIABILITIES Payable to other City funds $ 489 $ 1,926 $ 1,164 $ 10,251 Other current liabilities 592 592 $ 1,081 $ 1,926 $ 1.756 L251 TAX COLLECTION FUND ASSETS Cash and short-term investments $ 34,001 $28,290,786 $28,309,002 $ 15,785 Receivables: Taxes 1,841,215 718,454 360r003 2,199,666 Other City funds 839 1,265 1,434 670 Other 645 6,036 6,681 $1,876,700 $2M..016.541 $28,677,120 $2.216.121 LIABILITIES Accounts payable trade $ 5,305 $ 4,990,650 $ 4,984,317 $ 11,638 Payable to other City funds 9,599 15,392,000 15,401,599 Payable to government agencies 1,847,090 14,457,084 14,104,508 2,199,666 Other current liabilities 14,706 482,490 492,379 4,817 $ a 876x700 $35,322,224 $34,982,803 $2,216.121 46 EXHIBIT H-3 Page 2 of 3 CITY OF WICHITA FALLS, TEXAS COMBINING STATEMENTS OF CHANGES IN ASSETS AND LIABILITIES - Continued AGENCY FUNDS for the year ended September 30, 1984 ACCOUNTS PAYABLE FUND ASSETS Cash and short-term investments Receivable: Other City funds LIABILITIES Payable to other City funds Other current liabilities SECTION 08 HOUSING GRAM ASSETS Cash and short term investments Receivables: Other City funds Other Prepaid expense LIABILITIES Accounts payable trade Accrued payroll Payable to other City funds Payable to government agencies Deferred revenue Balance September 30, 1983 Additions Balance September 30, Deductions 1984 $ 2,277 $77,852,314 $77,854,591 19,885,447 $ 2,277 $97,737.761 $ 2,277 $ 72,842 92,091 $ 2.277 $ 164,933 19,774,521 $ 110,926 $97,629,112 $ 110,926 $ 56,284 $ 18,835 92,091 $ 56,284 $ 110,926 $ 108,671 $ lr094r448 $ 1,108,689 $ 94,430 5,544 48 52,263 108,967 $ 160,934 $ 1,209,007 $ 390 $ 603r7O7 1,997 2,193 301 976,573 36,328 84,366 121,918 3,904,151 $ 160,934 $ 5.570,990 4,389 1,155 48 104,556 56,674 $ 1,217,634 $ 152,307 $ 603r293 $ 804 1,997 2,193 976,858 16 36,328 84,366 3,961,141 64,928 $ 5,579,617 $ 152,307 47 EXHIBIT H-3 Page 3 of 3 CITY OF WICHITA FALLS, TEXAS COMBINING CHANCES IN ASSETS AND LIABILITIES - Continued AGENCY FUNDS for the year ended September 30, 1984 Balance Balance September 30, September 30, 1983 Additions Deductions 1984 CDBG SECRETARY'S DISCRETIONARY GRANT ASSETS Cash and short-term investments $ 65,056 $ 1,730 $ 66,786 Receivables: Other City funds 1,730 $ 1,730 $ 66,786 $ 1,730 $ 68,516 $ -0- LIABILITIES Payable to goverment agencies TOTALS - ALL AGENCY FUNDS ASSETS Cash and short-term investments Receivables: Taxes Other City funds Other Prepaid expense LIABILITIES Accounts payable trade Accrued payroll Payable to other City funds Payable to goverment agencies Other current liabilities Deferred revenue $ 66,786 $ 66,786 66,786 $ 66,824 $ -0- $ 371,987 $128,596,031 $128,681,357 $ 286,661 1,841,215 718,454 7,632 36,224,874 645 6,084 52,263 108,967 $2,273,742 $165,654,410 360,003 2,199,666 36,119,755 112,751 6,681 48 104,556 56,674 $165.272.352 $2,655,800 $ 5,695 $ 5,594,357 $ 5,587,610 $ 12,442 1,997 2,193 1,997 2,193 13,281 16,451,341 16,444,520 20,102 2,115,553 16,828,306 16,484,632 2,459,227 15,298 574,581 492,971 96,908 121,918 3,904,151 3,961,141 64,928 $2,273,742 $ 43,354,929 $ 42,972,821 $2.655.800 The accompanying notes are an integral part of these financial statements. M. m y N �l I EXHIBIT I-1 'r CITY OF WICHITA FALLS, TEXAS BONDED DEBT AND INTEREST MATURITIES - GENERAL IUNG-TEPM DEBT September 30, 1984 General Obligation Bonds Fiscal Serial Thtal Year Bond Interest Bonds And Ending Maturities On Bonds Interest 1985 $ 1,855,000 $ 1,242,288 $ 3,097,288 : 1986 1,557,000 1,124,012 2,681,012 1987 1,585,000 1,003,981 2,588,981 1988 1,370,000 894,428 2,264,428 1989 1,258,000 789,778 2,047,778 1990 975,000 692,462 1,667,462 1991 850,000 613,013 1,463,013 1992 725,000 541,025 1,266,025 1993 875,000 462,500 1,337,500 1994 875,000 373,500 1,248,500 1995 875,000 285,550 1,160,550 1996 875,000 198,750 1,073,750 1997 900,000 113,350 1,013,350 1998 200,000 50,000 250,000 1999 200,000 36,000 236,000 2000 200,000 24,000 224,000 2001 200,000 12,000 212,000 $15,375,000 $8,456,637 $23,831,637 The accompanying notes are an integral part of these financial statements. 49 EXHIBIT I-2 CITY OF WICHITA FALLS, TEXAS REVENUE BANDS AND INTEREST MATURITIES - AIRPORT FUND September 30; 1984 Fiscal Serial Total Year Bond Interest Bonds And Ending Maturities On Bonds Interest 1985 $20,000 $2,700 $22,700 1986 20,000 1,800 21,800 1987 20,000 900 20.900 $60.000 a,400 $65.400 The accompanying notes are an integral part of these financial statements. IF EXHIBIT I-3 CITY OF WICHITA FALLS, TEXAS REVENUE BONDS AMID MEREST MATURITIES - WATER AND SEWER FUND September 30, 1984 Fiscal Serial Total Year Bond Interest Bonds And Ending Maturities On Bonds Interest 1985 $ 900,000 $ 447,556 $ 1,347,556 1986 900,000 400,658 lF300,658 1987 900,000 353,761 1,253,761 1988 900,000 308r553 1,208,553 1989 570,000 270r6O8 840r6O8 1990 600,000 233,713 833,713 1991 520,000 199,786 719,786 1992 370,000 166,762 536,762 1993 370,000 136,802 506,802 1994 280,000 106,352 386,352 1995 280,000 79,887 359,887 1996 285,000 53,590 338,590 1997 185,000 31,871 216,871 1998 110,000 15,327 125,327 1999 50,000 8,025 58,025 2000 50,000 4,563 54,563 2001 50.000 1.500 51.500 $7,320,000 $2.819.314 $10.139.314 The accompanying notes are an integral part of these financial statements. 51 IN Airport Revenue Bonds: EXHIBIT I-4 CITY OF WICHITA FAIZ.S, TEXAS DEBT SERVICE COVERAGE - REVENUE BONDS September 30, 1984 Net income (loss) (Exhibit G-2) $ (50,623) Add: Revenue bond interest and paying agent fees $ 30,462 Depreciation 102,606 106,068 Net earnings for determining debt service coverage $ 55.445 Total principal and interest requirements $ 65,400 Number of years remaining to pay bonds + 3 Average annual principal and interest requirement $ 21.800 Average annual debt service coverage 2.54 Maximum principal and interest requirement $ 22.700 Maximum debt service coverage 2.44 Water and Seger Revenue Bonds: Net income (Exhibit G-2) $ 2,676,161 Add (Deduct): Revenue bond interest expense and paying agent fees $ 377,657 Depreciation and amortization 1,410,835 Operating transfers out 411,840 Contributions from operating grants (31,815) 2,168,517 Net earnings for determing debt service coverage $ 4,844,678 Total principal and interest requirements $10,139,314 Number of years remaining to pay bonds + 17 Average annual principal and interest requirement $ •596,430 Average annual debt service coverage 8.12 Maximum principal and interest requirement $ 1.347,55E Maximum debt service coverage 3.60 The accompanying notes are an integral part of these financial statements. 52 EXHIBIT I-5 CITY OF WICHITA FALLS, TEXAS GENERAL FIXED ASSETS ADDITIONS AND DELETIONS BY DEPARTMENT for the year ended September 30, 1984 Beginning Transfers Ending Balance Additions Deletions In (out) Balance Mayor and City Council $ 5,218 $ 5,218 General Administration 2,048,798 $ 213,268 $ 25,726 $ (5,157) 2,231,183 Legal and City Clerk 13,464 992 140,456 Personnel 90,821 2,380 698 1,315 120,818 Data Processing 8040,839 4,272 120,204 796,907 Library 802,480 131,459 933,939 Health 1,083,249 460,470 2,175 1,127,544 Finance 260,750 1,200 (979) 260,971 Tax 21,462 979 220,441 Municipal Court 575,450 440 575,010 Risk Management 396,367 20,792 35 399,194 Police 3,032,948 468,984 617 3,501,315 Fire 2,569,665 251,822 15,794 70,953 20,813,646 Engineering 2540,515 10,667 175 (20,631) 262,376 Inspection 53,649 515 738 540,902 Property Agent 170,746 17,746 Street Maintenance 1,942,900 630,803 19,300 34,881 2,022,284 Sanitation 6,077,364 343,288 119,033 (170,476) 6,284,143 Parks 12,947,354 151,139 330,105 (14,603) 130,050,785 Golf 2780,540 110,571 (50,522) 284,589 Cenetary 390,787 29,605 69,392 Planning 400,.328 20,878 (4,199) 390,007 Traffic Engineering 368,619 32,807 401,426 Parking Meters 16,465 16,465 Purchasing 6,984 698 6,286 Central Garage 2,147,988 2,510,921 7,999 5,522 4,656,432 Building Maintenance 28,638 3,391 310,173 Midtown 2000 249,441 254,525 (856) 503,966 Auditorium Activity Center 6,5870,029 6,587,029 Community Development Block 84,964 84.964 $42,532,822 $4,538,749 $ 237 064 $46,833,607 The accompanying notes are an integral part of these financial statements. 53 1 • w Ln CDh N H Ch O0 N N H H r•i Ln LnGC1 O r•i 00 co co O r�I rn %0 O CD r-I CD OO1 cohN 1�O coNN 0 qo C71 LMrl h ' 4.3 N hM 0O1N%0O1f1%0MNeMhNMN1C MN F. M 01 rl ri rl %O M r-I M l`• GO M M r-I O H v H eN rl r-I co h M N r•I N V} rl H M w L0•L r0• I 0 N b Ln r-I co co O M rl rl 01 VM' •d coHLhf1 Vl' co O 1w0 V-4 coNeeN eai P N O eP O1 LO 00 00 h M M -0 00 d' r-I N 00 0 O1 r1 ON ep en M O 1C h ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► r r r r . LO %a eN O O0 ul IV N 01 O Ln 1p 10 en 10 Ln 00 O1 O co •d' O co en Ln C 01 H r-I N eNLO N r-IN dw r-I i N ko 00 rl O V} +l ep 01h00%040M00 ePON Nlrl000 LOOOLn00hr-I h NO rih O r11! w 00v100100M10NmM00L0wOhOv0Or- rivw Ln M ep Lo OOMrlOOririhOrlLl1Ll1N0r-ihdoM000 01Nh M 0 1 ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► N r•i co Ln qv ri M Ln •d' ri h N 01 01 N r1 ri dw Ln r-I M O 00 %O Ln co M en %a coro ro %D 01 N eta rqcr -I r-I Ll1 N V} Vi "� to 1p r1 co ri O O Ln pN� � co "0 h N r-I CD N h r-I co C 000 0 071 Ln M O ON1 N � -0O1 -0 O1 1G ri .w ri ► r ► ► ► ► ► ► ► ► ► ► ► ► ►ft ► 00 ra �y O N -0 co co O r-I I" h 01 N 40 r-I 01 O t+l 01 r-I Ln h O h r-I 00 ri r•I V N rh-i OM1 N C/� H r-I ri ili � N h M 1p Ln ri Ln r-I N N 40 Ln 01 w � 1� M Vt �ET�rsi O CD r-I O VNOO1 1G g 0O1N Ln co O1Nh LO 00 h r-I O ri Ln h Ln in co rl r-I N LO 01 N in O %0 OOd'6. O 010000 O1h1OLf1N v coh-0rl% co Cq h r-I M N000rr-Irr-I N 1%oill Ln" 0rHrH 10 O co Mn qw N 10 N rl r-i 10 Ln rl N N 10 01 Vv C�Jj v] ► ► ► r-i ri 01 � wo Or1LO00r Omgw ric)v 1O1ON1Od'LYlomc,4hNO1 h %a %aM� ri 00Lnri0 rl-w�-0r-I M-0h0g00�0000010N1000Mh10N O CVrib'00O1O1L11O1qo0riM1Oenc, F, F%LflMOvvN�r•1O10 LO Ln riwc,4%6enh1ON11O L1rM INd'hN-wOw O Mri%a%a%ariMhv en Mr•Ir-j MNN Nh O10rI�G LnrI N ODLn00\OMOri 11M L0 00 in E N hmr1 LnCnMON ONON 10 10 Ln Ln 0 N r1 MN N10C eN %0 %0 � yr to 41 � U ' � O fHA C yy UI� $ •r . tV4! 41 �� n 041 ��jj GJ b 1.1 xx ' .co co M 'ri y 1 •r I .�G► L r-i 1x.1 ti+ ri R7 rrw ac�a �c� � Ecaw E ELZ 54 CITY OF WICHITA FALLS, TEXAS AIRPORT FUND PLANT, EQUIPMENT, AND DEPRECIATION for the year ended September 30, 1984 Plant and Equirment: Land and Betterments Buildings and Improvements Machinery and Equipment Furniture and Fixtures Accumulated Depreciation: Land and Betterments Buildings and Improvements Machinery and Equipment Furniture and Fixtures Net Plant and Equipment Balance 10 1 83 $1,471,966 1,453,724 42,310 29.419 2,997,419 227,290 285,684 28,089 21,580 562,643 Additions EXHIBIT I-7 ' $ 3,791 2, 062 16,677 4,884 414 $ 59,044 1,441 40,668 2,062 1,949 11,633 945 4,577 102,606 19,713 $2,434,776 $(102.606) $ 7.701 , Balance 0 84 $1,468,175 1,451,662 gm 25,633 24,535 2,970,005 284,893 324,290 k� 18,405 _17,94$ 645,536 $2,324,469 The accompanying notes are an integral part of these financial statements. 55 EXHIBIT I-8 CITY OF WIC HITA FALLS, TEXAS TRANSIT SYSTEM PLANT, EQUIPMENT! AMID DEPRECIATION for the year ended September 30, 1984 Balance Transfers Balance Plant and Eguirment: 10 1 83 Additions Deletions In (Out) 9 30 84 Land and Betterments $ 39,814 $ 39,814 Buildings and Improvements 5,075 $386,484 $235,309 626,868 Machinery and Equipment 24,265 4,614 $1,554 27,325 Furniture and Fixtures 10,972 4,035 202 5,805 Motor Vehicles 416,025 416,025 Construction in Progress 235.309 23 30 ) 722,460 395,133 1,756 1,115,837 Accumulated Der)reciatio Buildings and Improvements 615 4,124 4,739 Machinery and Equipment 14,203 11,690 1,154 14,739 Furniture and Fixtures 918 295 152 1,061 Motor Vehicles 256,427 26,105 282,532 272,163 32,214 1,306 303,071 Net Plant and Equipment $450,297 $362,919 $ 450 $ 812,766 The accompanying notes are an integral part of these financial statements. 56 I •ti N N C V 4r IOQO QOO NCO ppNOt IO IOM C r A C Ot N N Ol I� I� Cn O� o v O OI n N� O n O IO Est O O N pl Ot tr Cp NO1� O ION n m O. a NOnn QO OOP c? co W 1nml� 1�C N S a 7 aal� NO CO C00 O^M IA Ip Of� en -IQ X W W 2 W 2 �2 O IO M .4 N N^ N NN p N LAO N.- N �p�mp O NIA LA M.� TC�O n0 OLnS pOp OOM C W Id0 wa L+O•f O NCO ION W CO AO M 0101 IOn V Nat M O of �N V cD 01N M n O Ot Ot On np LA NIOM O1 M < a m Of M ^ W N :M a N N N N N C O NI 'a Q OI O Of IO O LA z A O 41 ^ IO O " O O cc)IO " M U ` _W yy OI N N n N N O\ 1, N OI N M 9 1 A C O ID IO O10000 N O 1, LA 10Q N IO O M ION OI OO CO M N M M LA OLA IOQ cc) w M OO Of " IO co w U 9 NLLnn IO NN N pNN� NO7O coOt NO1� Q Q 401, N N N N U IppIpppp OI MV OLn NN pppp �1LA IO ID pNpp c O1 C1r, Cn LA C\ A .•L . w. Of lA OI IO Q .. w C �T N . w w w Of Of M IO IO \ A O MOM A M 100 O L- IO Mn MO n -R Q .-I In M r- � IO ^ IO N " N M CO" � In r- N N N N v IOba LA LAn of csj CpU OOL l� M W�f OdDe ODd NCO �Op0 NL11 n1A tO �F 1+a�Oi �OIO tMO OI NIO w Z w Ca\0 A o N u'YMLA OILA LA I� LA a s Oi LAON CO A N pp CO IO OD M CO IO IO IA I,< M V• 1, a M M 1� O O M Or-O ID LAN r•- Of nO ON O rM cam On— O OLAN �OV y NN N N N N� N V K W d N N W N ti O G L _ _ W14�W MCli NN N IOIO-NL �^ N� N NO S' t1 N C 401, N N �N W + >r�L d U T O r d W C O O LA M O M O O LA tT O •V 11 nL°AN �- F, O a Q � 9 C 4I W . MM cm coMMOI w w N CO S L c pp11 c:, N M N N M N M 41 O N N N N 71 O 0M0 aL•91l] IOO p O LAn C71C W 1�C M b I�MN M IOI000tA— M f�aIOOMCO ION .- I��OIOM O IC — co LA LA v Of n o � op LA 00 MOI IO V IQN L••- I,M M� Oil• N p N N N .1v ^ N OnOIOn 01 aLA I�r-NIO NL111� OI LAN M coQMI�LA aM LDNO OL I� Ln�O�1�0f N.pp-pp�LA 1p�p ai o+a, In OOf Of lc n ^tea NOI OIOO ODD <t0A 0�I rs M N cl lc co N N Nr N Iko O N N p� Lp Lp �p � •EE OIL EE O_ EEE p� y a CN67 1+L�%L C1� N Q7•� N •� CNNCE67 % C o OR N •� N4ClL N O% C CS•r- N •r A in W W A C N {AW W N G .O A N W W N C aJ .O .E U O ♦j .O .O U O ♦J L 41 .O .O U O N 4+ c yy m GI L L W V m m L L N U A m (A L N U C N 7 7 � C •.C- C N .O •1 L L 41 b a+ aD 9 9 •� .'. L a-L u C O N • C •� L apot C C r u C G •� L ap+ C G C'•` U L yi C qq qq ZU 'i W �U JmS W Z V J fOSIi _j i In U 57 u u M �, EXHIBIT J-1 I CITY OF WICHITA FALLS, TEXAS PROPERTY TAX LEVIES AND OOLLECTIONS - I,AST TEN FISCAL YEARS (Unaudited) Total Collections Percent Delinquent As Percent Fiscal Total Current Tax Of Levy Tax Total Tax Of Current Year Tax Lew Collections Collected Collections Collections Lyy 1974-75 $ 5,646,229 $ 5,500,910 97.43% $133,094 $ 5,634,004 99.78% 1975-76 5,771,676 5,621,613 97.40% 119,564 5,741,177 99.47% 1976-77 5,965,634 5,839,672 97.89% 157,354 5,997,026 100.53% 1977-78 6,216,950 6F085r5l6 97.89% 126,174 6,211,690 99.92% 1978-79 7,050,216 6,896,264 97.82% 118,793 7,015,057 99.50% 1979-80 7,582,393 7,383,608 97.38% 129,220 7,512,828 99.08% 1980-81 9,315,184 9,031,661 96.96% 152,342 9,184,003 98.59% 1981-82 10,896,934 10,508,375 96.43% 181,577 10,689,952 98.10% 1982-83 12,490,900 llr900r747 95.28% 249,522 12,150,269 97.28% 1983-84 14,050,573 13,524,855 96.26% 301,973 13,826,828 98.41% 1 1� Q W O O O O O O O O O O h h h h h h Q CD CD CD r-i � , 4 a CD G (h rM-1 N 4" r , N M � Lin CD r-i 4.) ,'� dam' N .0 O N 0c0 (h Oh1 M dam' d' CD CO O -0 r-i C1 00 d' V N � 4" O ONO H 4J w 1C 1C H CO OD OD C1 coM O N Ln V O CO W W r-i ri ri H rl N M t�1 000 h N O0 10 H [` 40 N M LO Q OD M OD M 40 N 000 d' 01 (h Ohl l'M O 1C h 00 N 01 CO -0 40 In M r r. 4" O CO W 'S d' r d' 1%o LO ri %0 1C LO h N LO do Co CO p� ri ri ri ri 01- ► 1C ri Lo ri t'M O 1[1 CO Ln N O M in CD .. R7 00 rr-I V 01 mCho CA 00 � W ONi incOOo o CV)o Ln F4 � E� � . . . . . . . . . . H M OD 40 i i �j1 VVWW m W 40 l CoM ri N N Ln N (h N M OOO M r. d' d' D 3 D h ri 10 h CV)O M 01 Co M O Ln N OHO FI U w dam' r-i C�0 CO ONO ► w a. is M a. r-i . Ln . Ln . d' ► co C1 -l-1 CD M IV r0-1 rNi r ii H r440 N M 40 (� E�Hs7I ih da 40 r- �+ N . CMO . ko . N ► . N . Ln . Off► . . l� ► W 4 N 1NC O O A O Ln OHO M Ln tl1 h ri CD N d' g 0o Co C1 O M 00 1%0 ri N 1p Cq cn . her 100 V 1C h h 01 O M d' ri ri ri %o Co h CMo ri %0 40 1MC N 71 7 1C1 C1 1C O h 01 Ln 01 h h ► ► ► ► ► ► ► ► ► ► Co N Co 4m Ln CEO ► 01 M ► rOi . 1M C pp y ► a. b.. N ► ► O N M r� M dam' Ln ch Ili IOC M M d' 40 V In 01 O ► M ► d' ► ri ri ri vi- r--1 Ln %o h CO 01 'CCD rl M IfUA� C CC4 CV cn w t 1 !T C0 m ri N ai h h h h h h CO CO 00 CO r-i r-1 r�i r�i 59 Fiscal Period 1974-75 1975-76 1976-77 1977-78 1978-79 1979-80 1980-81 1981-82 1982-83 1983-84 1974-75 1975-76 1976-77 1977-78 1978-79 1979-80 1980-81 1981-82 1982-83 1983-84 EXHIBIT J-3 CITY OF WICHITA FALLS, TEXAS TAX RATES AND TAX LEVIES - LAST TEN FISCAL YEARS (Unaudited). WFISD CVISD y School (1) School (2) County State Total Tax Rates Per 100 Valuation $1.30 $1.50 $1.67 $.87 $.12 5.46 ' 1.22 1.50 1.67 .87 .12 5.38 1.05 1.40 1.67 .87 .12 5.11 1.01 1.17 1.67 .87 .10 4.82 1.04 1.17 1.67 .87 .10 4.85 ' 1.00 1.06 .89 .87 3.82 .75 .75 .74 .73 1.07 1.07 .87 .31 3.43 2.86 ' .69 .69 .69 .22 2.29 .75 .74 .67 .25 2.41 Tax Levies $ 5,646,229 $ 6,474,269 $175,000 $2,365,309 $257,770 $14,918,577 5,771,676 7,077,588 258,433 2,840,691 283,566 16,231,954 ' 5,965,634 7,931,323 263,474 3,066,776 289,202 I7,516,409 6,216,950 7,397,146 270r537 3,717,862 363,401 17,965,896 7,050,216 8,193,611 327,917 4,169,834 452,303 20F193,881 7,582,393 7,862,586 279,632 4,622,135 20r346r746 u 9,315,184 9,234,676 402r354 4,551,667 23,503,881 10,896,934 10,427,882 402r523 4,551,700 26,279,039 12,490,900 12,233,330 488,457 6,858,581 32,071,268 14,050,573 13,541,058 487,548 7,254,768 35,333,947 (1) WFISD - Wichita Falls Independent School District - 98.49% in Wichita Falls city limits (2) CVISD - City View Independent School District - 75.25% in Wichita Falls city limits 11 60 r-4 -W 4m O LLO CCDD O OaM 1 OD N df v LnN O O [�1 O N OM1 O T w Co N dM O %o 924 roo pp '� M M CV N 94 r-1 P� H W M M p M wLn O N 0 r- Ln 4m w d' 01 h N M U(�]) ► ► r�► ► ► ► ► ► ► ► Ln N N OD C N r-4 OD 10 W h r-I h M OD N O Ln 10 b' O [-i N {0*0-_I rLO-I rM-1 rN-1 rOi rM-I rM-1 rO� ► W v�1^p ' J h ODD w 0 M m OOD O N o � •rl 10 10 O1 O1 u1 O O N h [-i N O h CM O O h h M Lf1 Cn H18M CN1� a M N N N N 40 � N ON1 3 W r�7 w�a * O O O O O O O O O O Q * O O O O O O O O O O CCCC7777 RRW71 • • ► • • • • • • • U LLo 1`kk 0 10 10 %00 Ln N O Le O Ln O 111 w LO M M O h Ln eM N r-1 M M 01 h 1f1 � tr-Ij} r-I r-I rl r-I .-i r-1 r-I ri ri cn CO O Q� 7, CM h eta N 1�0 M 1100 Ill �RRCCC ► ► ► ► ► ► ► 8 00 8 CD ► w ► qw Ll N r-4 000 d' O1 M O1 O1 M 10 N M Cl 10 h 00 N O1 OD 4w 4w M h %00 H h If1 4w Ln Co co d' d' Ln 10 10 h N d' 00 00 r-1 r 4 r-1 rd O O O O O O O O N O O► h► O► ► O O 10 N Ln ri Ln ► ► ► ► ► ► O O O O r�-1 OM1 OC1 OC1 Ohl ' r•1 r-4 r-4 H r-1 r-1 h ; [ham i i OD OOD ODOD Oi ' •rlqo :m r- Cr- r- t N CO 000 ONO CMO w rai-I H r-4 rr-I rr-I rr-I r�-i r-q .ai r-I r-I ' 61 d' 00 r-1 44 O M O 2 O O O 44 O W rs CQ 41 O 9 H $4 1 ro CJ ro rU-1 H Fiscal Year 1974-75 1975-76 1976-77 1977-78 1978-79 1979-80 1980-81 1981-82 1982-83 1983-84 EXHIBIT J-5 CITY OF WICHITA FALLS, TEXAS SCHEDULE OF REVENUE BOND CVVERAGE AIRPORT REVENUE BONDS - LAST TEN FISCAL YEARS (Unaudited) Net Income Available For Debt Service $ 48,256 64,783 45,319 58,227 76,568 ]1 0,896 70,078 60,808 25,878 55,445 Average Annual Principal & Interest $32, 694 32,236 31,785 31,342 30,909 29,779 28,475 26,895 24,831 21,800 Average Annual Times Covered 1.48 2.01 1.43 1.86 2.48 3.72 2.46 2.26 1.04 2.54 Maximum Principal & Interest $37, 725 36,750 35,775 34,800 38,825 37,600 36,375 35,150 33,925 22,700 Maximum Times 1.28 1.76 1.27 1.67 1.97 2.95 1.93 1.73 .76 2.44 62 5 EXHIBIT J-6 ' CITY OF WICHITA FALLS, TEXAS SCHEDULE OF REVENUE BOND COVERAGE WATER AND SEWER REVENUE BONDS LAST TEN FISCAL YEARS (Unaudited) Average Average Net Inane Annual Annual Maximum Maximum Fiscal Available for Principal & Times Principal & Times Year Debt Service Interest Covered Interest Covered 1974-75 $1,817,112 $708,302 2.57 $1,025,265 1.77 1975-76 1,931,619 689,657 2.80 997,815 1.94 1976-77 1,840,667 670,397 2.75 994,834 1.85 1977-78 1,937,076 526,278 3.68 1,089,951 1.78 1978-79 1,764,656 553,977 3.19 1,059,691 1.67 ' 1979-80 2,904,365 536,677 5.41 1,129,840 2.57 1980-81 2,843,629 507,350 5.60 1,129,840 2.52 1981-82 2,773,414 682,840 4.06 1,440,487 1.93 1982-83 3,242,485 640,749 5.06 1,394,164 2.32 1983-84 4,844,678 596,430 8.12 1,347,556 3.60 1 1 63 0% O O K 1L m 1 �] 1Ln O 0% n 0% pQ Q~p 01 R O g M 1z Of !� �M{ rn clj to m DD Y'1 LnM O = (n .-1 M Q 01 1l a% m N .O-� N N N M W y� b "1 N N Cl N .-1 l(1 Ir 01 w l C Q ID Q d d ^ 10 m 1. 1, M N 01 V qLn to Npp V- L 0p�W 10+1 N cn N --1 b cn L N co 01 O Iliif1 U9 O N N VI O �Q-1 O MM 9 — W n CD 1� ck:J d O �O 8 N ! q to M O .O-1 1� M w�.1 Q O N cq J N N Q O to 1, W m = N M W Z W r O O � pNp N 1, Oi Y N = L.Ln 01 'ef .-1 M Q %D Q IA ..r 6 S d n .-1 m M m M J i M M c r, ^1 ^1 N O aj n 1 N N M M Q Ln 01 m n 10 M J Z O d 1[1 %D coV co 01 O .Ni N p -w Q Z N 1� 1p ..1 ^I Q W 4 C n co Ln O m 00 Ln O 1[1 to ...1 _q LO N Cl N N Q O .-1 cj n m d ^I ^I to _ JZ V M W W v N VI b C O d 01 10 ul ^1 10 M f+ml 1c+1 N f. N b ti M M Of mO 3 V v C C O O m�MO �pp ^I N ^I N N N N IA O L� W Q y M F m u c n ago IMn 0 m b'^ M Ln CD M 10 00 co 1n • N w . W N OD a�D cn N 'Ov LnCO "'1 10 Y xS A V n C1 O w.l N O N 01 W IL W .+ .-1 ...1 .-1 N N N N A. Z W Y O M .+ Q M M 1l Iff to IA Z M M 01 1� Of Q Q M to r-1 CW W 1..p0 M 1Qy M 1�D�pp DD b DO O N 41 Off CO IN"f C M W CD W I N w M M I[1 Of rl ^ N p 1� M N Lj1 fv (p .r �O N M n � aL Ln to .N-1 Q Q N IOA N O cn CD-i •+ N N N M m Q LD Ln 1p N O Ct in N DND b Q n en O C (� cn 00 ItO 1� Q 1� 10 [�1 Q N N C > N .-1 QD 1, co 'E c oai ai cl I O N V N N N N N M Q Q O n 4 k A L. IA 1C 1- m 01 O O N W OOD CO CO ^i ti 01 Of 01 Of ti Of Of Of > ^1 ^1 ^1 ^1 ^1 ^1 ^1 ^1 64 .i :ra��aawxW�ggcy,... fof•, CO h LnO 0 a h h N O h ri N Co N E-1 Ch coO C�0 N qw ON f01 M qw O HCO h r-I ri 01 � �C Lf1 CD � h . O . r-I . en . qw . 10 . co . fM . 4. ► L[1 . CD r-4 r-I r-I r-I r-I r-I N N N N Ln N Ln M Co r-I h en en CO O h ri O1 O O O1 h r-I O1 N r-I co Ln r-I fM Ln 01 h co N r-I 04 co en M V 40 lr- ONN 1r-IN0 N 40 rX4 rl ri r i r_z z co ri N h co O1 p 41 d' m ri N & 10 I h co rO-I r- N co LLf 14 O1 r-I 10 41; qw h CD M M N ' 10 ONON C30 O co O le) L1 100 tf) H O .. N r-I r-Z N r-I CO 10 en en CO Ln N ri N � W N .rj ro ON40Ln fM 10 Cc0 M Ln W r CD M do do d' Ln In %Oo to O1 CO en qw M en en 10 CO r-I fn 4w r- dam' rM-I 00 M N dam' en 40 en V U Q N co V� 4 rM-I rr-I rO-I 40 M N M L.1 O 01 r-I h Ln M d' 10 O1 O O W O N ii O Ln rr-I d' rr-I v N lw N 54 tNp h CO N N Ln V en dam' r r-I ri N N N M qw 4.; Lt1 O 1G d' 1G O M O LO N N O r' r' coh O r' � r' N N r, M rl coO Ln v rh-I N h Ln d' Ln N %o d' O r� Ell ► ► ► ► 10 h O 01 N rHi M� rr-I rO-1 U rl h lko r- r- r- COO CHO coNOM coc Ui O1 01 01 01 M O1 O1 01 M 01 �I r-I r-4 r-4 r-4 rl r-4 r-4 r-4 ri ri w 65 Fiscal Property Bank Year Value Construction De sits 1975 $ 620F449,044 $ 18,536,036 $441,803,442 1976 675,820,998 31,393,726 497,964,572 1977 813,841,134 42,468,548 516,606,623 1978 881,058,223 45,604,127 551,425,836 1979 968,426,400 131,560,312 724,403,250 1980 ly083Fl86,106 45,236,067 811,428,863 1981 1,241,998,642 82,811,494 888,732,895 1982 1,452,897,321 56,424,318 961,142,020 1983 1,802,438,684 73,235,522 972,585,375 1984 1,882,445,516 45,959,328 1,011,202,125 L. ,.,Mwwwn .uuwuw�,i uuvnnlus' `aMM ��a �..,. CITY OF WICHITA FALLS, TEXAS PRINCIPAL TAXPAYERS September 30, 1984 (Unaudited) EXHIBIT J-10 Percentage January 1, 1983 of Total Assessed Assessed Taxpayer Type of Business Valuation Valuation Southwestern Bell Telephone Utility $ 50,126,107 2.66% Sikes Senter Shopping Center 26,300,256 1.40% Texas Electric Electric Utility 25,213,493 1.34% Wilson/Continental Manufacturer 17,508,041 .93% Wichita Clutch Manufacturer 9,121,888 .49% Lone Star Gas Gas Utility 8,946,382 .48% Dowell Division - Dow Chemical Manufacturing 8r543p70l .45% Safeway Supermarket 8,377,517 .44% White's Store Retail Store 7,878,678 .42% Sprague Electric Manufacturer 7,190,941 jam% $169,207,004 8.99% 67 CO 00 • � � O �W O �Cp O ti N M c0 = O X A M W G. 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N m> 4ql O .+ OC 11 IVL r�•I 4 > C FO- ,�yy 41 0 71 d ON.tit0 Ln 0ll NNnp .rnLn MO - �I�dmmnOtmOlnMaNNN%Opp d100 wM mMoLnm Mf`Np7M0�140 1n M -m Vc �) a --t 'O IndNMNNN Ol d dMMNNNti�.-� n1 n1 r-1 cf M N a+ V1 N O N OOS crn II Ou +' �. d N q N N N 00 C O C orcc m 7 V N O M a I N Y! m cc 4�II � V 00 M~ M L O L a o Ooo o� +� Soo I O N V M N S yL N W V N VI co.) co M N N NI�ONM pQ d r Iv CO w �0 1n 1n w �O LLY O.ti OLnm O11�N N�DO NIli rl LLl Ili rl� nInm Mm�1m vi Knf r1 M Occ r 41 1,8OM�p O M Ot l0 kO l0 Ot co101nm� Op Mr1M0 Ln cn-NLn en N I+fMNN m1l Ln LLl MM clj M V r-1 - - - O W W m FO- a .�► M rz W d d 7 NZ Omt ; W >M V� l0 co Mm M%O NNNr�c 1nM H1 LnkD Ln 8. m%o O 1A Nw d .r J OtO+f YI N7 E c%O�nN {n 1pnlnl0 nnn MODOmMciLri M W 5 n O M a0 O M 011010 kO 01 M.ti Le) co 4t 01 ' F r L 7 L C CC ao%nonMc+knMOnu+M" d d M M N N- N-- m C = W 1/1 » N W, U O v 3 O 4+ W C q yOy. O Z VI Om L C- O YI pp pp pp pppp pp O O S S 8 S 0 0 0 S o 8 0 8 8 0 8 G O pp O ! O C O O O O O O CO O p pp pCC oOO pp S� O N IR� m 21 NY11A U O q O O O m m m pf Of Ot 0f 1n 1p 1nMM N NN ; J 2V `N 4^ M Lu N N 00 pppppp pQGp pppp Spp COE NOOmi V 1-VOOOnNNnMOOOO N V r,- d r� 1, M%o r, cooMMG{Od N Of coS k0 dd kO kO kO Md ko rl Ln Cn , AC mil C �+ OHO 1nNO�OdNMNNOONNNN m mqV oa MNNNNrl----rl rl �-i M C N► VI. q Ta N 'a-. pppp Sti m Nn1NONLn N0pp ON4f18 OS8 NOO�dl� dOOln In Ln 1�MOOOO O L O W m NRMd OINM NM w mM0m d NO Of -O nm Of .tiNMN.+ �O O r'NC L CO N.-+Om��O tO tndMNti.-1 r2 ww N Nrl d m M ~ yG f.7 O N S O o O o O p O S S o o p p p 88 O O 8 m M O O O O O O O O O O O S S O q � r% N O co Le) p to to Ln N w)op pppp nn^OOOOS LM Ln H1 m1 1n n�Nll m 1n Ln M N C1 m 1, Go m m O 01" N N c,4 M �O S M N 101 mmm�mcn mmm mmLn mmc m L Of----------- a.Of Of Of Of .+ 72 EXHIBIT J-13 CITY OF WICHITA FALLS, TEXAS SPECIAL ASSESSKKU COLLECTIONS - LAST TEN FISCAL YEARS (UNAUDITED) Ratio Of Fiscal Assessments Aseesments Collections To Year Due Collected Amount Due 1975 $487,647 $272,755 55.99% 1976 511,082 275,934 53.99% 1977 520,522 187,822 36.08% 1978 521,762 172,142 32.99% 1979 585,315 146,011 24.95% 1980 578,872 109,360 18.90% 1981 718,281 87,983 12.25% 1982 625,599 323,627 51.73% 1983 657,912 107,106 16.28% 1984 656,093 216,304 32.97% 73 CITY OF WICHITA FALLS, TEXAS COMPUTATION OF OVERLAPPING DEBT September 30, 1984 (Unaudited) Jurisdiction City of Wichita Falls Wichita Falls Independent School District Wichita County City View Independent School District Burkburnett Independent School District EXHIBIT J-14 Percentage Ap- Amount Appli- Gross Debt plicable to City cable to City Outstanding of Wichita Falls of Wichita Falls $21,825,354 100.00% $21,825,354 5,302,000 98.49% 5,221,940 6,369,687 77.23% 4,919,309 95,000 75.25% 71,488 464,880 1.16$ 5.393 $34,056,921 94.09% $32,043,484 74 Fiscal Year 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 PrinciRal. $1,666,000 1,491,000 1,499,000 1,500,000 1,501,000 1,306,000 1,309,000 2,801,000 1,758,000 2,020,000 EXHIBIT J-15 CITY OF WICBITA FALLS, TEXAS RATIO OF ANNUAL DEBT SERVICE FOR GENERAL BONDED DEBT TO TOTAL GENERAL EXPENDITURES - LAST TEN FISCAL YEARS (Unaudited) Total Debt Interest Service $728,898 $2,394,898 665,817 2,156,817 604,048 2,103,048 547,895 2,047,895 487,880 1,988,880 423,175 1,729,175 633,791 1,942,791 596,285 3,397,285 1,480,829 3,238,829 1,365,442 3,385,442 Total General Expenditures $11,462,534 11,577,991 13,549,785 14,551,901 16,147,804 19,043,081 27,333,617 29,086,979 29,127,952 32,062,099 Ratio Of Debt Service To General EM2enditures 20.89% 18.63% 15.52% 14.07% 12.32% 9. 08% 7.11% 11.68% 11.12% 10.56% mm iki 75 EXHIBIT J-16 CITY OF WICHITA FALLS, TEXAS DEMOGRAPHIC STATISTICS - LAST TEN FISCAL YEARS (Unaudited) Per School Unemploy- Fiscal Capita Education Enrollment ment Rate Year Fopulation(1) Income(3) Level (2) (2) (4) 1975 103,000 $5,937 12.4 16,133 4.5% 1976 103,700 6,657 12.4 15,915 4.2% 1977 106,800 7,798 12.4 15,435 3.7% 1978 109,000 8,255 12.5 15,086 3.5% 1979 111,000 9,047 12.6 14,561 3.2% 1980 94,201 9,800 12.6 14,386 4.0% 1981 94,201 9,289 13.1 14,378 4.1% 1982 96,500 7,108 13.1 14,256 6.4% 1983 97,125 7,598 13.2 14,184 7.1% 1984 1040,500 8,750 13.3 14,428 4.4% Sources: (1) City of Wichita Falls Planning Department (2) Wichita Falls I.S.D. - Educational level is grade equivalent of graduating senior. (3) City Staff Calculations (4) Texas Employment Commission 76 sISNWfuu�'�4-"'y;p�t r�i,E��tunwrkut _..'�wWlsW�dkMNx.ww.rvra,w�NM�Y'dWui nv�wiaueb'�fikei�`++N�Aa+w'�wµ'm�.,m�+�Js.�*:rrtr..t+�. dote,xun'in+hw�m���.s.�M>iwuwv�µ�N.dH6l�s�w�... �+rv. uMd�lk���'m CITY OF WICHITA FALLS, TEXAS COMPiTrATION OF LEGAL DEBT MARGIN September 30., 1984 Tw Total assessed property value Maximum tax levy $2.25/$100 Current tax levy .7464/$100 M 1 EXHIBIT J-17 $1,882,445,516 1.5036/$100 $ 28,304,451 77 CITY OF WICHITA FALLS, TEXAS SCHEDULE OF INSURANCE COVERAGE September 30, 1984 (Unaudited) Insurance Code EXHIBIT J-18 Page 1 of 6 A Policy: Building and Contents Company: Firemen's Fund Policy No.: XF3781055 Policy Period: January 1, 1985 to October 1, 1987 Period: Fire, extended coverages, vandalism and malicious mischief Coverages: $29,4421561 Building and Contents 250,000 Extra Expense 1,040,000 Valuable Papers Deductible: $100,000 per occurrence Coinsurance: Agreed value - replacement cost Premium: ................................Annually $16,080.00 B Risk: Difference -in Condition Company: Wausau Insurance Companies Policy No.: 1666-02-089422 Policy Period: October 1, 1983 to October 1, 1986 Perils: All risk, earthquake, flood and increased construction. Coverages: $25,770F627 Deductible $100,000 per occurrence Coinsurance WA Premium: ................................Annually $ 2,939.72 C Policy: Boiler and Machinery Company: Hartford Stearn Boiler Policy No.: HN-7330025-00 Policy Period: October 1, 1983 to October 1, 1986 Perils: Comprehensive Blanket Coverage: $5,000,000 per occurenee Deductible: $2,500 Coinsurance: WA Premium: .................................Annually $11,720.00 D Risk: General Liability and Fleet Liability Company: Republic Insurance Co. Policy No.: CDG 3072 Policy Period: October 1, 1984 through October 1, 1985 Perils: Premises Operations, Completed Operations, Independent Contractors, Blanket Contractual, Personal Injury, Premises Medical Payments, w ���wWuimvYf ((Il f[4'AU �t�&f✓++ti`^'adww.uaw?„v�vnq�pr�Mgtitaa f s�S fs"��V,!� n F� CITY OF WICHITA FALLS, TEXAS SCHEDULE OF INSURANCE COVERAGE September 30, 1984 (Unaudited) Insurance Code EXHIBIT J-18 Page 2 of 6 D Broad Form Property Damage, Host Liquor Liability, Fire Legal Liability, Incidental Malpractice, Sudden and Accidental Pollution Emanating on Land, Explosion, Collapse, Under- ground Damage. Coverage: $1,000,000 plus 9,000,000 excess (See Codes N and 0) Deductible: $100,000 per occurrence, $500,000 annual aggregate Premium:...9.9..9..9....9..9..9..9...............$72,000.00 E Risk: Contractor's Equipment (Tool Floater) Company: Marine Office of America Corporation Policy No.: IMH627141 Policy Period: October 1, 1984 to October 1, 1985 Perils: All risk Coverage: $3,000 per person, $31,000 per occurrence Deductible: $100 per claim Premium: .........................................$ 775.00 F Risk: Electronic Data Processing Equipment Company: Wausau Insurance Companies Policy No.: 1666-02-090536 Policy Period: October 1, 1983 to October 1, 1986 Perils: All risk Coverage: $432,700 Deductible: $500 Coinsurance: N/A Premium: ......................................... $ 649.00 G Risk: Excess Worker's Compensation and Employee's Liability Company: Mission Insurance Company Policy No.: RNS31276-A Policy Period: October 1, 1984 to October 1, 1987 Perils: Workers Compensation - statutory; Employers' Liability $5,000,000 plus $9,000,000 excess (See Code N and 0) Deductible $200,000 Premium: ..........................................$ 6,600.00 79 I CITY OF WICHITA FALLS, TEXAS SCHEDULE OF INSURANCE COVERAGE September 30, 1984 (Unaudited) Insurance Code EXHIBIT J-18 Page 3 of 6 H Risk: Public Professional Liability (E and 0) Company: Western Policy Insurance Company Policy rb.: PE-4908 Policy Period: October 1, 1983 to October 1, 1986 Perils: Public Official errors and omissions. Excludes Law enforcement. Coverage: $1,000,000 plus $9,000,000 excess (see Codes N and 0). Premium: ..........................................$ 9,502.28 I Risk: Police Professional Liability Company: Scottsdale Insurance Co. Policy No.: PPL000012 Policy Period: October 1, 1984 through October 1, 1985 Perils: False arrest, false imprisonment or unlawful detention, bodily injury, malicious prosecution, defamation of character, libel, slander, violation of right of privacy and first aid. Coverage: $1,000,000 CSL plus $9,000,000 excess (see Code N and 0) Deductible: $21,500 Premium: ..........................................$34,199.88 J Risk: Valuable Papers (See Code A) R Risk: Monies and Securities Company: Fidelity and Deposit Companies Policy No.: 936-70-53T Policy Period: January 15, 1983 to Cancellation Perils: Loss inside and outside of premises Coverage: Loss inside premises: $10,000; Loss outside premises: $3,000 Deductible: $10,000 Premium: ..........................................$ 288.00 L Risk: Airport Liability Company: U. S. Fire Insurance Company Policy No.: CLA-41-20594 Policy Period: October 1, 1984 to October 1, 1985 Perils: Owner's Landlords' and Tenants' Liability (Premises) 11 0 J CITY OF WICHITA FADS, TEXAS SCHEDULE OF INSURANCE COVERAGE September 30, 1984 Insurance Code EXHIBIT J-18 Page 4 of 6 L Coverage: $1,000,000 CSL plus $9,000,000 excess (See Codes N and 0). Deductible: None Premium: ..........................................$ 6,750.00 M Risk: Professional Liability for Medical Clinics Company: St. Paul Insurance Company Policy No.: 591TD3032 Policy Period: October 1, 1984 to October 1, 1985 Perils: Injury to any person arising out of the performance of professional service rendered or which should have been rendered (errors and omissions). Coverage: $1,000,000 CSL plus $9,000,000 excess (See Codes N and 0) . Deductible: None Premium: ..........................................$12,574.00 N Risk: Physician Medical Malpractice Company: St. Paul Insurance Co. Policy No.: 591TD3072-1 Policy Period: October 1, 1984 to October 1, 1985 Perils: Physicians medical malpractice Coverage: $1,000,000 CSL plus $4,000,000 excess (See Code 0) Deductible: None Premium: ..........................................$ 221.00 0 Risk: Umbrella Liability Integrity Insurance Company Polfar: icy No.: 1SC904524 Policy Period: October 1, 1984 to October 1, 1985 Excess of: Public Official Liability, Policy Professional Liability, Airport Premises Liability, Professional Liability for Medical Clinics, Fleet Liability, General Liability and Employers' Liability. Coverage: $5,000,000 Premium: ..........................................$22,500.00 P Risk: Umbrella Liability Company: Twin City Insurance Company Policy No.: TXS 103344 Policy Period: October 1, 1984 to October 1, 1985 Excess of: $5,000,000 provided in N above. Provides excess coverage for the same risks listed in N above. Coverage $4,000,000 Premium: ...........:..............................$10,000.00 Al CITY OF WICHITA FALLS, TEXAS SCHEDULE OF INSURANCE COVERAGE September 30, 1984 (Unaudited) Insurance Code EXHIBIT J-18 Page 5 of 6 Q Risk: Public Employee Blanket Bonds Company: Fidelity and Deposit Company of Maryland Policy No.: 2897924-C Policy Period: January 15, 1983 to January 15, 1986 Perils: Honesty blanket position Coverage: $100,000 Deductible: $101,000 Coinsurance: N/A Premium:$2,262....................................$ 754.00 R Risk: Public Official Bona Company: Fidelity and Deposit Company of Maryland Bond No.: 968-84-96 Bond Period: August 26, 1984 to August 26, 1985 Insured: City Manager Coverage: $25,000 Premium: ..........................................$ 88.00 Bond No.: 961-99-35 Bond Period: August 18, 1984 to August 18, 1985 Insured: Purchasing Agent Coverage: $2,500 Premium: .................................Annually $ 88.00 Bond No.: 567 99 44 Bond Period: January 5, 1984 to January 5, 1985 Insured: City Clerk Coverage: $25,000 Premium: ................................Annually $ 225.00 Bond No.: 961-87-52 Bond Period: March 31, 1982 to March 31, 1985 Insured: Tax Assessor Collector Coverage: $501,000 Premium: ................................Annually $ 225.00 r 82 i s,ffivw« 1K, E Insurance Code R Bond No.: Bond Period: Insured: Coverage: Premium: S Policy: any: Bond No.: Bond Period: Insured: Coverage: Premium: lJ EXHIBIT J-18 Page 6 of 6 CITY OF WICHITA FALLS, TEXAS SCHEDULE OF INSURANCE COVERAGE September 30, 1984 (Unaudited) FD9619936 August 4, 1984 to August 4, 1985 Municipal Court Administrator $2,500 .........................................$ 30.00 Public Official Bond Aetna Casualty and Surety Company 018-5-72205-DCA March 5, 1983 to March 5, 1985 Chief Accounting Officer $25,000 .........................................$ 88.00 1 R1 CITY OF WICHITA FALLS, TEXAS SCHEDULE OF EMPLOYEE BENEFIT INSURANCE September 30, 1983 (Unaudited) Insurance T Policy: Health Insurance Company: Fred S. James Benefits Policy No.: City of Wichita Falls Employee Benefit Trust Policy Period: October 1, 1984 through September 30, 1985 Perils: Illness and accidental -injury (norrwork related) Coverage: $1,000,000 lifetime maximum Deductible: $150 annually per person (max 3 family members) Coinsurance: Coinsurance coverage begins when a limit of 20% reaches $1,000 yearly, then James Benefits pays 100% of eligible expenses. James Benefits 80% - employee 20% after deductible Premium: ............................Annual Estimate $257,299.00 U Policy: Dental Insurance Company: Fred S. James Benefits Policy No.: City of Wichita Falls Employee Benefit Trust Policy Period: October 1, 1984 through September 30, 1985 Perils: Basic Dental Coverage with Orthodontics for Children under 19 Coverage: $1,000 annual max - basic coverage $1,000 lifetime max - orthodontics Deductible: Basic coverage - $50 annually per person (max 3 family members); no deductible for orthodontics Coinsurance: 80-20 basic, 50-50 orthodontics, 50-50 periodontics Premium: ............................Annual Estimate $37,325.00 V Policy: Life Insurance Company: Aetna Life and Casualty Policy No.: MI-47782 (Group #) Policy Period: October 1, 1984 through September 30, 1985 Perils: Death and dismemberment benefits Coverage: Varies from $1,000; $3,000; $5,000; $7,000; $10,000; $12,000; $15,000. Double indemnity for accidental death. Dismemberment benefits. Deductible: N/A Coinsurance: N/A Premium: ............................Annual Estimate $75,000.00 Insurance Code W EXHIBIT J-19 Page 2 of 2 CITY OF WICHITA FALLS, TEXAS SCHEDULE OF EMPLOYEE BENEFIT INSURANCE, Continued September 30, 1984 (Unaudited) Policy No.: Life Insurance (Directors Only) Company Pilot Life Insurance Company Policy No.: 0548 (Group #) Policy Period: January 1, 1984 to December 31, 1985 Perils: Accidental death and dismemberment Coverage: $25,000 Deductible: N/A Coinsurance: WA Premium: ............................Annual Estimate $ 180.00 THIS PAGE IS INTE2TrIONALLY LEFT BLANK 11 11 Ci EME 11 0 Wichita Falls