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1987 Annual Financial Reports , r " - v _ a ' , 4 _.. �, .. y w, •x rt IMF ,a 4 ., .. : _"�. .ter• �, � .w � .,� , i � �`*'' i' '� �a" � i� .' '� ° 1 ' , r IIA A a ...;C4 of wiryhw� Texas "' Comprehensive Annual Financial Report For Year Ended September 30, 1987 d fl V I 4� On The Cover: On June 5, 1987, the Wichita Falls Waterfall was officially dedicated. The "Falls" were constructed because the citizens of the City wanted to "Put the Falls Back in Wichita Falls", and through their donations and help from City government, the deed was accomplished. To all citizens who contributed money or in kind donations, and to all in City government who devoted long hours and hard work to make this project a reality, we extend our appreciation. Location: I-44 South Dimensions: 30-40 feet wide, 150 feet long Flow: 3,500 gallons per minute RECEIVED IN CITY CLERK'S OFFICE Date ' By_ k' Time CITY OF WICHITA FALLS, TEXAS ICOMPREHENSIVE ANNUAL FINANCIAL REPORT IFOR THE YEAR ENDED SEPTEMBER 30, 1987 0 H Fl IPREPARED BY: DEPARTMENT OF FINANCE FRED L. WERNER, C.P.A. DIRECTOR OF FINANCE AND CHIEF ACCOUNTING OFFICER 1 INTRODUCTORY SECTION CITY OF WICHITA FALLS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED SEPTEMBER 30, 1987 Charles Thomas Mayor Pro-Tem John Hirschi Angus Thompson MAYOR AND CITY COUNCIL Charles Harper, Mayor CITY MANAGER James Berzina DIRECTOR OF FINANCE AND CHIEF ACCOUNTING OFFICER Fred L. Werner, C.P.A. Ruth Ann Allred Ronald Buffum Donald Kirkham CERTIFIED PUBLIC ACCOUNTANTS Mathis, West, Huffines & Co., P.C. I CITY OF WICHITA FALLS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED SEPTEMBER 30, 1987 TABLE OF CONTENTS ' Exhibit Page INTRODUCTORY SECTION ' Title Page Table of Contents i-iv Organizational Chart v Letter of Transmittal vi-xv FINANCIAL SECTION Accountants' Report 1 t GENERAL PURPOSE FINANCIAL STATEMENTS: Combined Balance Sheet - All Fund Types and Account Groups A-1 2-3 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - All Governmental Fund Types and Expendable Trust Funds A-2 4 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - General, Special Revenue, and Debt Service Funds A-3 5 Combined Statement of Revenues, Expenses and Changes in Retained Earnings - All Proprietary Fund Types A-4 6-7 Combined Statement of Changes in Financial Position - All Proprietary Fund Types A-5 8-9 Notes to the Financial Statements 10-40 REQUIRED SUPPLEMENTARY INFORMATION: Defined Contribution Pension Plan - Analysis of Funding Progress - Last Ten Plan Years B-1 41 t Defined Contribution Pension Plan - Revenues by Source and Expenses by Type - Last Ten Plan Years B-2 42 COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS: General Fund: Comparative Balance Sheet Statement of Revenues, Expenditures and Changes in C-1 43 Fund Balance - Budget and Actual C-2 44-47 CITY OF WICHITA FALLS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED SEPTEMBER 30, 1987 TABLE OF CONTENTS (CONT'D.) Exhibit Page COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS (CONT'D.): Special Revenue Funds: Combining Balance Sheet D--1 48 Combining Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual D--2 49 Revenue Sharing Fund: Comparative Balance Sheet D--3 50 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual D--4 51 Civic/Community Promotion Fund: Comparative Balance Sheet D--5 52 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual D--6 53 Hotel/Motel Tax Fund: Comparative Balance Sheet D--7 54 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual D--B 55 Community Development Block Grant Fund: Comparative Balance Sheet D--9 56 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual D-10 57 Special Revenue Fund: Comparative Balance Sheet D-11 58 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual D-12 59 Section 8 Housing Fund: Comparative Balance Sheet D-13 60 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual D-14 61 Rental Rehabilitation Program Fund: Balance Sheet D-15 62 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual D-16 63 Debt Service Fund: Comparative Balance Sheet E-1 64 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual E-2 65 Capital Projects Funds: Combining Balance Sheet F-1 66 Combining Statement of Revenues, Expenditures and Changes in Fund Balance F-2 67 1 CITY OF WICHITA FALLS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED SEPTEMBER 30, 1987 TABLE OF CONTENTS (CONT'D.) Exhibit Page COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS (CONT'D.): Enterprise Funds: Combining Balance Sheet G-1 68-69 Combining Statement of Revenues, Expenses and Changes in Retained Earnings Combining Statement of Changes in Financial Position G-2 G-3 70 71-72 Internal Service Fund: Comparative Balance Sheet H-1 73 Statement of Revenues, Expenses and Changes in Retained Earnings H-2 74 Statement of Changes in Financial Position H-3 75 Trust and Agency Funds: Combining Balance Sheet 1-1 76 ' Expendable Trust Fund - Employee Benefit Trust Statement of Revenues, Expenditures and Changes in Fund Balance I-2 77 Agency Funds - Combining Statement of Changes in Assets and Liabilities I-3 78-80 Supporting Schedules: Combined Schedule of Bonded Debt and Interest Maturities J--1 81 Combined Schedule of Bonds Payable J--2 82-83 Debt Service Coverage - Revenue Bonds J--3 84 ' General Fixed Assets - Comparative Schedule of General Fixed Assets - By Sources J--4 85 General Fixed Assets - Schedule of Changes in General Fixed Assets - By Sources J--5 86 General Fixed Assets - Schedule of General Fixed Assets - By Function and Activity J--6 87 General Fixed Assets - Schedule of Changes in General Fixed Assets - By Function and Activity J--7 88-89 Airport Fund - Plant, Equipment and Depreciation J--B 90 Transit Fund - Plant, Equipment and Depreciation J--9 91 Sanitation Fund - Plant, Equipment and Depreciation J-10 92 Water and Sewer Fund - Plant, Equipment and Depreciation J-11 93 Internal Service Fund - Plant, Equipment and Depreciation J-12 94 CITY OF WICHITA FALLS, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED SEPTEMBER 30, 1987 TABLE OF CONTENTS (CONT'D.) Exhibit Page STATISTICAL SECTION (UNAUDITED) General Governmental Expenditures by Function (General Fund Only) - Last Ten Fiscal Years K--1 95 General Revenues by Source (General Fund Only) - Last Ten Fiscal Years K--2 96 Property Tax Levies and Collections - Last Ten Fiscal Years K--3 97 Assessed and Estimated Actual Value of Taxable Property - Last Ten Fiscal Years K--4 98 Property Tax Rates and Tax Levies - All Overlapping Governments - Last Ten Fiscal Years K--5 99 Special Assessment Collections - Last Ten Fiscal Years K--6 100 Ratio of Net General Bonded Debt to Assessed Value and Net Bonded Debt Per Capita - Last Ten Fiscal Years K--7 101 Computation of Legal Debt Margin K--8 102 Computation of Direct and Overlapping Debt K--9 103 Ratio of Annual Debt Service for General Bonded Debt to Total General Expenditures - Last Ten Fiscal Years K-10 104 Airport Revenue Bonds - Schedule of Revenue Bond Coverage - Last Ten Fiscal Years K-11 105 Water and Sewer Revenue Bonds - Schedule of Revenue Bond Coverage - Last Ten Fiscal Years K-12 106 Demographic Statistics - Last Ten Fiscal Years K-13 107 Property Value, Building Permits and Bank Deposits - Last Ten Fiscal Years K-14 108 Ten Largest Taxpayers K-15 109 Miscellaneous Statistical Data K-16 110 Schedule of Insurance Coverage K-17 111-113 Schedule of Employee Benefit Insurance K-18 114-115 iv oz /pq u , ■ C � � Q LL Q § 2 « \\ �/ m u ; LL 0 ; } � U ■ 2� 7% 2 �( | \m2 / \uk �} Tz A A 0 , Z Z u ` \ 7 o/ 2 ( ! E r oz 2§)\ ( L2 F1 F 0 L11 U rl 0 Wichita Falls A January 29, 1988 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, 1987, is submitted herewith. General Information The City of Wichita Falls is located in North Central Texas, approximately 130 miles northwest of the Dallas - Fort Worth metropolitan area and 145 miles southwest of Oklahoma City. The City of Wichita Falls is the county seat of Wichita County and was incorporated in 1889. There are 50 square miles of land in the City's boundary. The City is an industrial trade and financial center for a large farming, 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. Employee Benefit Trust Fund, Firemen's Relief and Retirement Board, Housing Authority of the City of Wichita Falls, and the Wichita County/City Hospital Board. 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. The organizations have substantial autonomy and separate governmental entity characteristics and are governed by separate boards. However, they are not funded by the City. The City is not obligated to finance any deficits they may incur and the City does not guarantee their indebtedness. 1300 7th Street P.O. Box 1431 817/761-7611 Wichita Falls, Texas 76307 vi Services Provided The City provides the full range of basic services contemplated by charter on a continuing basis. These basic services include public safety (police, fire- and building inspection), highways and streets, health and welfare services, culture -recreation, public improvements, planning and zoning and general administration services. In addition, the City provides water and sewer services for its citizens. Accounting System and Budgetary Control In developing and evaluating the City's accounting system, consideration is given to the adequacy of internal accounting controls as deemed appropriate by the City Manager. Internal accounting controls are designed to provide reasonable, but not absolute, assurance regarding: (1) the safeguarding of assets against loss from unauthorized use or disposition; and (2) the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognized that: (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the evaluation of costs and benefits requires estimates and judgments by the City Manager. All internal control evaluations occur within the above framework. The City believes that its internal accounting controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions. Budgetary control is maintained at the class level within each division by the encumbrance of estimated purchase amounts prior to the release of purchase orders to vendors. Purchase orders which result in an overrun of class level balances are not released until additional appropriations are made available. Open encumbrances are reported as reservations of fund balance at September 30, 1987. Sionificant Local Economic Event On October 17, 1986, the United States Congress passed a bill that was signed into law; agreeing to provide the services of the U. S. Army Corps of Engineers in expanding the flood protection provided by the Holliday Creek Flood Control project. The City of Wichita Falls will benefit from this participation and enhance its flood protection to its citizenry. vii Subseauent Event Effective October 1, 1987, the City recognized a new expendable trust fund entitled the Tax Increment Financing Reinvestment Zone Number One Trust with the passage of Ordinance 22-86. The City of Wichita Falls, Texas contracted with the County of Wichita and the Wichita Falls Independent School District for a 15% reduction in the tax increment which these entities will be contributing to the Tax Increment Fund for Reinvestment Zone Number One. Both of these contracts were passed and approved by Resolution ' 199-86 and 200-86 respectively on December 16, 1986. The City of Wichita Falls, Texas will be contributing 100% of the revenue from its tax increment to the Reinvestment Zone Number One. Wichita County and Wichita Falls Independent School District will each contribute 85% of the revenue generated from this tax increment to the Reinvestment Zone Number One. The Tax Increment Base for Reinvestment Zone Number One is as follows: City of Wichita Falls, TX Wichita County, TX Wichita Falls Independent School District Taxable Taxable Tax Current Captured Increment Base Appraised Value 1-1-86 1-1-87 $69,420,597 $339,345 $69,420,597 $339,345 $69,420,597 $338,295 Values for January 1, 1987 are subject to modifications by the Wichita Appraisal District, Appraisal Review Board. The Reinvestment Zone Number One has not received any tax increments as of September 30, 1987. Pros ects for the Future ' The City is anticipating a general obligation bond sale for capital improvements to be utilized for the betterment of the streets and enhancements in the various City parks during the ' next fiscal year. 1 �l Governmental Fund Types General Fund , Revenues in General Fund totaled $25,580,233 in the 1986-87 fiscal year, a decrease of 2.1% from the 1985-86 fiscal year. The decrease is due to a reduction in sales tax and utility franchise taxes. General property taxes produced 48.61% of general revenues compared to 45.17% in 1985-86 and 42.9% in 1984-85. Increase (Decrease) ' Percent Over Prior Revenue Source Amount of Total Year ' Taxes $21,498,718 84.05% 444,970 Charges for service 1,164,667 4.55 47,319 Licenses and permits 353,679 1.38 (65,144) ' Fines 840,467 3.29 3,616 Intergovernmental revenue 641,949 2.51 162,624 Miscellaneous revenue 1,030,753 4.22 (267,250) $25,580,233 100.00% $(563,805) ' Assessed valuation was $2,315,783,297 based on 100% of market value. Current tax collections were 95.43% on the tax levy, down .13% from last year. The ratio of total collections (current and delinquent) to the current tax levy was 98.06%. Allocation of the property tax levy by purpose for the year ended September 30, 1987, and the preceding two fiscal years was as follows: Purposes 1986-87 1985-86 1984-85 General Government $12,116,281 $11,337,416 $10,898,063 Debt Service Fund 2,285,575 2,603,193 3,301,906 $14,401,856 $13,940,609 $14,199,969 ix 1 IGovernmental Fund Types, continued Expenditures from the General Fund totaled $29,195,996, an increase of 2.52% over the 1985-86 fiscal year. The increase in levels of expenditures for major functions of the City over the preceding year are shown in the following tabulation. Major changes are seen in the Police Department through a reduction in the capital outlay category for ' computer hardware. Increased costs of vehicle maintenance and repairs are the major contributing factors for cost changes compared to the prior year in the Fire Department. The Parks and Recreation Department incurred increased costs of vehicle maintenance as compared to the prior year. The Planning Department's cost of operation decreased because of a reduction in the grant subsidy allocated to it in prior years. The increased costs in the Health Department are due to the increased activity in Federal and State funded programs. Increase (Decrease) Function Amount Percent of Total Over Prior Year Administrative Services $ 4,972.244 17.03% $ 77,023 Police 7,242,687 24.81 (180,126) Fire 4,844,086 16.59 242,435 Parks and Recreation 2,928,346 10.03 531,981 Accounting/Finance 469,576 1.61 (55,458) Planning 269,662 .92 (135,857) Public Works 5,233,671 17.93 12,810 Health 1,939,250 6.64 206,266 Traffic & Transportation 1,296,474 4.44 19,546 $29,195,996 100.00% $718,620 Special Revenue Funds The Civic/Community 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. x Special Revenue Funds, continued ' The Hotel/Motel Tax Fund is a special revenue fund used to , account for revenues from the City -imposed tax of 7% on rental of hotel/motel rooms within the City with a 6% State tax for a total of 13%. The Revenue Sharing Fund, Community Development Block Grant Fund, and Section 8 Housing Fund which is used to subsidize rents and housing payments for lower income families within , the City, are also included in Special Revenue Funds. The use of Revenue Sharing Funds and Community Development Funds are enumerated in Note 6. , 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. The data for the 1986-87 fiscal year was as , follows: Ratio of Debt of Assessed Debt Per Value Capita Net Direct Bonded Debt $21,965,699 .95% $222 Outstanding general obligation bonds at September 30, 1987, totaled $22,235,000 and is considered to be direct tax supported debt. The current ratings are as follows: General Obligation Bonds Water and Sewer Revenue Bonds Moody's Investors Standard & Service Poor's Al AA Al A+ Capital Projects Funds The Capital Projects Funds are used to account for all resources used for the acquisition of capital facilities except those financed by enterprise funds. At the end of the fiscal year, completed projects are transferred to General Fixed Assets. During the 1986-87 fiscal period, expenditures from the Capital Projects Funds amounted to $1,265,141. The ending fund balances in the Capital Projects Funds totaled $11,918,328 as of September 30, 1987. The significant uncompleted project in Capital Projects Funds at the present time is: Holliday Creek Flood Control Project Capital Improvement Assessments The Capital Improvement Assessment Fund is a new Capital Project Fund for fiscal year ended September 30, 1987. This fund formerly was called the Special Assessment Fund. The change to Capital Improvement Assessment Fund has been made to conform to current financial reporting standards. Proprietary Funds Water and Sewer The Water and Sewer Fund operations for the past three years is presented in the following tabulation: Water and Sewer: Income Available for Debt Service Maximum Annual Debt Service Maximum coverage (income available for debt service divided by maximum annual debt service) 1986-87 1985-86 1984-85 $4,230,749 $4,588,812 $5,239,019 2,453,511 2,457,972 2,377,437 1.72 1.87 2.20 Airport Operating revenues of the Airport for the year ended September 30, 1987, were $173,363. This is a decrease of 4.5%. Operating expenses decreased 31.4%. This was due to refurbishing and improving the interior at the airport. 1 Proprietary Funds, continued Transit Operating revenues of the Transit system were consistent with the prior year: 86-87 - $141,962; 85-86 - $154,634; a modest decrease of 8%. Operating expenses were: 86-87 $473,878; 85- 86 - $471,866; a modest increase of .4%. Sanitation Sanitation revenues for the year ended September 30, 1987, were $4,579,009, in 85-86 they were $4,690,107, a decrease of 2.37% from the prior year. Operating expenses increased 32.4% ' from $3,242,360 in 85-86 to $4,292,642 in 86-87. Internal Service Fund Fleet Maintenance Internal Service Fund ' The City created an Internal Service Fund for improved maintenance over the vehicle fleet on October 1, 1985. Divisions which use the vehicles and equipment are charged a monthly rental fee for the use of the vehicle. 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 non-public organizations. Included in the Fiduciary Funds are the social -security, payroll, tax collection, accounts payable funds and the Employee Benefit Trust Fund. 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 proprietary funds. As of September 30, 1987, the general fixed assets of the City amounted to $33,046,490. Treasury Management I Cash which was temporarily idle during the year, including debt retirement funds, operating funds, and bond proceeds, was , invested in government securities, certificates of deposit, and money-market- checking accounts. The total amount of interest earned on -these investments amounted to $2,768,781. 1 n Responsibility 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. Reporting Standards Local governmental accounting principles are primarily promulgated by the Governmental Accounting Standards Board (GASH). 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. Independent Audit 4' 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 Mathis, West, Huffines and Company's opinion has been included in this report. The statistical section of this report was not included within the scope of the audit. Certificate of Achievement for Excellence in Financial Reporting The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Wichita Falls, Texas, for its comprehensive annual financial report for the fiscal year ended September 30, 1985. 1 I xiv Certificate of Achievement for Excellence in Financial Reporting, continued In order to be awarded a Certificate of Achievement for Excellence in Financial Reporting, a governmental unit must publish an easily readable and efficiently organized comprehensive annual financial report whose contents conform to program standards. Such reports must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement for Excellence in Financial Reporting is valid for a period of one year only. We believe our current report conforms to the Certificate of Achievement for Excellence in Financial Reporting requirements, and we are submitting it to GFOA to determine its eligibility. Acknowledgements Our appreciation is extended to the various elected officials, department heads and employees responsible for the fair presentation of the comprehensive annual report and contributing to the sound financial position of the City of Wichita Falls. The City of Wichita Falls has been blessed with a group of persons who appreciate and respect principles of fiscal restraint and propriety. In particular, we would like to acknowledge the special efforts of the Department of Finance employees who contributed directly to the development of this report. The continuing support of Wichita Falls' elected officials and City Manager, who remain committed to fiscal integrity and financial leadership, is likewise appreciated. Sincerely yours, red L. erner, CPA Director of Finance xv li FINANCIAL SECTION 1 1 1 LJ MATHIS, WEST, HUFFINES & CO., P.C. Certified Public Accountants Capital Center • Indiana at Seventh P.O. Box MWH • Wichita Falls, Texas 76307-9989 (817) 723-1471 The Honorable Mayor and Members of the City Council City of Wichita Falls, Texas We have examined the general purpose financial statements of the City of Wichita Falls, Texas, as of September 30, 1987 and for the year then ended, as listed 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 general purpose financial statements referred to above present fairly the financial position of the City of Wichita Falls, Texas, at September 30, 1987, and the results of its operations and changes in financial position of its proprietary funds for the year then ended, in conformity with generally accepted accounting principles consistently applied during the year except for the change, with which we concur, in the method of accounting for the Capital Improvement Assessments Fund as described in Note 3 to the financial statements. The information listed as required supplementary information in the table of contents is not a required part of the general purpose financial statements but is supplementary information required by the Governmental Accounting Standards Board. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods of measurement and presentation of the required supplementary information. However, we did not audit the information and express no opinion on it. Our examination was made for the purpose of forming an opinion on the general purpose 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 general purpose financial statements of the City of Wichita Falls, Texas. The information has been subjected to the auditing procedures applied in the examination of the general purpose financial statements and, in our opinion, is fairly stated in all material respects in relation to the general purpose 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. MATHIS, WEST, HUFFINES & CO., P.C. 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U U U to m d) r4 a) U 9 +1 9 q >1 -H 0 () a a O O G .-1 $4 +i +J to 4) b +J 10 10 G O $4 W $4 W +► 0 10 G) m -H +► (D -- aro +) a) a) a) O 10 > +) 10 d 0) r4 a) q ro > m .0 > .0 +) -H z O 1~ 4) r-I r-I z y m ,1 pp +) O +) a ro () 0 0 .0.0 Ir m w m .0 G) 0 0 0 O 0 04 (a x O $4 CC CC 4) ro O tom U > G) to a U U >, >, 4 G) 4) to G) 1~ $4 () ro U U ro ro +) $4 >� UUCd Ha $4al4404440 0 II H H w a) w z m C) ro m ro U ro w m ID +J w O $4 a r4 to $4 0) q +-1 ro ro m O +J O z A e O U U ro x H CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 1987 Note 1 - DEFINING THE REPORTING ENTITY In accordance with National Council on Governmental Accounting (NCGA) Statement 3, which addresses the issue of defining the reporting entity with respect to other agencies, institutions, commissions, public authorities, or other government organizations for inclusion in the reporting entity's general purpose financial statements, City of Wichita Falls, Texas (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 available to the citizens of that entity. The four organizations evaluated were not involved in any joint ventures with the City as defined by NCGA Statement 7. The organizations identified and evaluated for inclusion in the City's financial statements were: Employee Benefit Trust Fund Based on the above criteria, the financial statements of the Employee Benefit Trust Fund are included in the City's accompanying financial statements as an Expendable Trust Fund. On October 1, 1983, an "Agreement and Declaration of Trust" was made and entered into between the City and the Employee Benefit Trust Committee, acting as Trustee to administer the Employee Benefit Trust. The Employee Benefit Trust Committee consists of four Trustees selected by the City, who may, but need not be, benefi- ciaries of the health and welfare program funded by the Trust, and/or officers or employees of the City. The purpose of the Employee Benefit Trust Fund is to provide health and welfare benefits, which may include life, accidental death and dismemberment, disability, medical and dental insurance, and any other benefits as determined by the Trustee Committee. The Trust is funded through contributions by the City and employees who choose to participate. It may be terminated in writing, at any time, by either party. 10 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 1 - DEFINING THE REPORTING ENTITY (CONT'D.) Firemen's Relief and Retirement Fund The Wichita Falls Firemen's Relief and Retirement Fund is established and controlled through various State of Texas legislative enactments. This Fund is administered locally by a seven member board, independent of the City Council. City management does not influence or control the Fund, and the assets of the Fund are not the property of the City. The seven member Board of Trustees, composed of the Mayor and Chief Accounting Officer, three firefighters elected by a majority vote of the firefighters and two citizens, who must be chosen by the unanimous vote of the first five Trustees, are subject to the administrative supervision of and report to the State Firemen's Pension Board. The activities of the Firemen's Relief and Retirement Fund are not a part of the City and thus are excluded from the accompanying financial statements. Other Organizations Other organizations not meeting the criteria used by the City for inclu- sion in the City's financial statements include the following: Housing Authority of the City of Wichita Falls Wichita County/City Hospital Board These organizations represent separate non-profit governmental units and are not controlled by or dependent upon the City. They also 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 responsi- bility" for debt. Note 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The accounting and reporting policies of the City conform to generally accepted accounting principles (GAAP) applicable to state and local govern- ments. Generally accepted accounting principles for local governments include those principles prescribed by the Governmental Accounting Standards Board (GASB), which includes all statements and interpretations of the National Council on Governmental Accounting (NCGA) unless modified by the GASB, and those principles prescribed by the American Institute of Certified Public Accountants in the publication entitled Audits of State and Local Governmental Units. The following is a summary of the more significant policies and practices used by the City. 11 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'D.) Basis of Presentation The accounts of the City are organized and operated on the basis of funds or account groups, each of which is considered to be a separate fiscal and accounting entity. The operations of each fund are accounted for with a self -balancing set of accounts that comprise its assets, liabilities, fund balances or retained earnings, revenues, and expenditures or expenses. The various funds are grouped by category and type in the financial statements. The City maintains the following fund classifications and account groups: Governmental Funds 1 Governmental funds are used to account for the relatively liquid portion of City's assets that are not accounted for through proprietary or fiduciary funds, the short-term obligations pertaining thereto, and the net balance of these financial resources available for subsequent appro- priation and expenditure. General Fund - The General Fund is the general operating fund of the City. This fund is used to account for all financial resources except those required to be accounted for in another fund. Special Revenue Funds - Special Revenue Funds are used to account for the proceeds of specific revenue sources (other than expendable trusts or major capital projects) that are legally restricted to expenditures for specified purposes. Debt Service Funds - Debt Service Funds are used to account for the accumulation of resources for, and the payment of, general long-term debt principal, interest and related costs. Capital Projects Funds - Capital Projects Funds are used to account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by proprietary funds and trust funds). Proprietary Funds Proprietary funds are those used to account for the City's ongoing organi- zations and activities which are similar to those found in the private sector. The measurement focus is upon capital maintenance and upon deter- mination of net income, financial position, and changes in financial position. 12 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'D.) Proprietary Funds (Cont'd.) Enterprise Funds - Enterprise Funds are used to account for operations (a) that are financed and operated in a manner similar to private busi- ness 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 financed or recovered primarily through user charges, or (b) where the governing body has decided that periodic determination of revenues earned, expenses incurred, or net income is appropriate for capital maintenance, public policy, management control, accountability or other purposes. Internal Service Funds - Internal Service Funds are used to account for the financing of goods or services provided by one department or agency to other departments or agencies of the City, or to other governmental units, on a cost reimbursement basis. Fiduciary Funds Fiduciary funds are used to account for assets held by the City in a trustee capacity or as an agent for other governmental units and/or other funds. Trust and Agency Funds include expendable trust and payroll agency funds. Expendable Trust Funds - These funds are accounted for in the same manner as governmental funds. Agency Funds - These funds are purely custodial (assets equal liabili- ties) and thus do not involve measurement of results of operations. Account Groups Account groups are used to establish accounting control and accountability for the City's general fixed assets and general long-term liabilities. The following are the account groups maintained by the City: General Fixed Assets Group - This account group is established to account for all fixed assets of the City other than those accounted for in the proprietary funds. General Long -Term Debt Group - This account group is established to account for long-term liabilities of the City other than those accounted for in the proprietary funds. 13 CITY OF WICHITA FALLS, TEXAS ' NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 ' Note 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'D.) ' Basis of Accounting Basis of accounting refers to the time at which revenues and expenditures or ' expenses are recognized in the accounts and reported in the financial state- ments. Governmental funds, expendable trust funds, and agency funds are accounted for using the modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recognized when they become measurable and available as net current assets. Available means collectible within the current period or expected to be collected within 60 days after year end and be used to pay liabilities of the current period. Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred. Exceptions to this general rule include unmatured principal and interest on general long-term obligations which are recognized when due. This exception is in conformity with generally accepted accounting principles. Property tax revenues and sales tax receipts are considered measurable and available when collected by the respective intermediary collecting agency and recognized as revenue at that time. Licenses and permits, fines and for- feits, and miscellaneous revenues are recorded as revenues when they are measurable and their validity seems certain. Investment earnings are recorded on the accrual basis in all funds. Capital improvement assessments are recorded as revenues in the fiscal period when the assessment becomes both measurable and available to finance expen- ditures of the fiscal period. Assessment revenues are considered measurable and available when collected by the City and recognized as revenue at that time. Payments for capital improvement assessments received in advance of the levy are reflected as deferred revenue. Intergovernmental revenues are recorded on a basis applicable to the legal and contractual requirements of the various individual grant programs. Intergovernmental revenues are recognized as follows: 1. If monies must be expended on the specific purpose or project before any amounts will be paid to the City, revenues are recognized based upon the expenditures or expenses recorded. 2. If monies are virtually unrestricted and irrevocable, except for failure to comply with required compliance requirements, revenues are recognized when received or susceptible to accrual. Proprietary funds are accounted for using the accrual basis of accounting. Under the accrual basis of accounting, revenues are recognized in the 14 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'D.) Basis of Accounting (Cont'd.) accounting period in which they are earned and become measurable. Expenses are recorded in the accounting period incurred, if measurable. Budget Policies The City Council adheres to the following procedures in establishing the budgets reflected in the financial statements: 1. Prior to the beginning of each fiscal year, the City Manager submits to the City Council a proposed budget for all City departments, divi- sions and offices for the fiscal year beginning on the following October 1. The operating budget which represents the financial plan for the ensuing fiscal year includes proposed expenditures and the means of financing them. 2. Public hearings are conducted at which all interested persons' com- ments concerning the budget are heard. 3. The budget for the next fiscal year is legally enacted by the City Council through passage of an ordinance by October 1 each year. Addi- tional appropriations were made during the year in the amount of $909,384 which were passed and approved by the City Council. 4. Expenditures may not legally exceed appropriations at the department level for each legally adopted annual operating budget. The City Manager may, without Council approval, transfer appropriation balances from one expenditure account to another within a department or agency of the City. The City Council, however, must approve any transfer of unencumbered appropriation balances or portions thereof from one department or agency to another. The reported budgetary data has been revised for amendments legally authorized during the year. 5. Annual budgets are legally adopted for all governmental funds on a basis consistent with generally accepted accounting principles. How- ever, the budgets for the Capital Projects Funds are adopted for specific projects, are not binding, and may exceed one year. Accord- ingly, no comparison of budget to actual is presented in the financial statements for these funds. Due to an oversight by the City, revenues were not properly budgeted in the Revenue Sharing Fund and the Rental Rehabilitation Fund. 6. At the close of each fiscal year any unencumbered appropriation balances (appropriations including prior year encumbrances less current year expenditures and encumbrances) lapse or revert to the undesignated fund balance. The unencumbered appropriation balances in the Capital Projects Funds do not lapse at year end. 15 CITY OF WICHITA FALLS, TEXAS ' NOTES TO THE FINANCIAL STATEMENTS (CONTID.) SEPTEMBER 30, 1987 ' Note 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'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, Special Revenue, and Capital Projects funds. Encumbrances outstanding at year end are reported as reser- vations of fund balance for subsequent year expenditures and are reappro- propriated in subsequent year budgetary accounts. Investments Investments are stated at cost, which approximates market. Inventory Inventories of the General and Proprietary funds consist of supplies and various materials used for the maintenance of fixed assets. The consumption method is used to account for these inventories. Under this method, inven- tory acquisitions are recorded in inventory accounts initially and charged as expenditures when used. Inventories are stated at average cost. Plant and Equipment - Proprietary Funds Plant and equipment owned by the proprietary funds are stated at historical cost. Maintenance and repairs are charged to operations as incurred, and improvements and betterments which extend the useful lives of fixed assets are capitalized. Depreciation of plant and equipment is provided by the straight-line method over the estimated useful lives of the respective assets. Estimated useful lives for straight-line depreciation are as follows: Buildings, systems and improvements 20 - 59 years Machinery, vehicles and other equipment 3 - 25 years Furniture and equipment 3 - 10 years When fixed assets of proprietary funds are sold, the sales proceeds less the adjusted basis of the assets (initial cost less accumulated depreciation) are recorded as a gain or loss. For proprietary funds fixed assets, interest is capitalized on construction costs incurred during the year at an average interest rate on borrowed funds (revenue bonds) in accordance with generally accepted accounting principles. 16 CITY OF WICHITA FALLS, TEXAS, NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'D.) Plant and Equipment Proprietary Funds (Cont'd.) No interest is capitalized on fixed assets constructed by proprietary funds which are financed with general obligation bonds because such interest expenditures are reported in the Debt Service Funds. For the fiscal year ending September 30, 1987, the City's proprietary funds incurred a total of $1,940,248 of interest costs. Of this amount, $1,863,944 was capitalized on construction projects and $76,304 was charged to expense. Contributions of funds from Federal, State, or local grants restricted for the purpose of purchasing plant and equipment are recorded as equity contri- butions when received. The cost of water and sewer lines installed by developers is valued by the contractor and recorded as contributed capital in the Water and Sewer Fund. Depreciation on contributed assets from Federal and State governments is recorded as an expense in the statement of operations. General Fixed Assets ' General fixed assets are those assets acquired for general governmental purposes. Assets purchased are recorded as expenditures in the governmental funds and capitalized at historical cost in the General Fixed Assets Account Group. Contributed fixed assets are recorded in general fixed assets at estimated fair market value at the time received. No depreciation has been provided on general fixed assets. No interest is capitalized on fixed assets constructed which are financed with general obli- gation bonds in accordance with generally accepted accounting principles. Public domain general fixed assets (infrastructure) consisting of certain improvements other than buildings, including roads, bridges, curbs and gutters, streets and sidewalks, and similar assets have not been capitalized. 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 become 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 financing secondary reci- pients 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 recog- nized when they become measurable and available, and expenditures are ' recorded in the fund benefited by such expenditures. ' 17 CITY OF WICHITA FALLS, TEXAS ' NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 , Note 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'D.) ' 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 ordi- nances. Amounts reserved for inventory and prepaid items have already been expended and represent a portion of the fund balance that is not available for future expenditures. Amounts reserved for encumbrances are commitments , for materials and services on purchase orders and contracts which are unperformed. Designations of unreserved fund balances in governmental funds indicate City , management's tentative plans for use of financial resources in a future period. Transactions Between Funds Transactions between funds that would be treated as revenues, expenditures, or expenses if they involved organizations external to the governmental unit are accounted for as revenues, expenditures, or expenses in the funds involved. Transactions which constitute reimbursements to a fund for expen- ditures or expenses initially made from that fund which were properly applicable to another fund are recorded as expenditures or expenses in the fund that is reimbursed. Non -recurring or non -routine transfers of equity between funds are treated as residual equity transfers and are reported as additions to or deductions from the fund balance of governmental funds. Residual equity transfers to pro- prietary funds are treated as contributed capital, and such transfers from proprietary funds are reported as reductions of retained earnings or contri- buted capital as is appropriate in the circumstances. All other transfers are treated as operating transfers and are included in the results of opera- tions of both governmental and proprietary funds. Vacation and Sick Leave All permanent full-time employees earn vacation time and sick leave. Vaca- tion time is earned at the rate of four hours per pay period up to a maximum of thirteen days per year. The maximum vacation time that may be accrued is thirty days. Sick leave is earned at the rate of 4.62 hours per pay period up to a maximum of ninety days. Upon leaving the employment of the City, employees will be paid for unused vacation days which have accrued. Addi- tionally, police officers and firefighters may accumulate an unlimited number 18 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STAPEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'D.) Vacation and Sick Leave (Cont'd.) of sick leave days while employed with the City. Upon termination, police officers and firefighters are compensated for up to ninety days of sick leave. Insurance The City 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 participating 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. Comparative Data Comparative data for the prior year have been presented in the accompanying financial statements in order to provide an understanding of changes in the City's financial position and operations. However, complete comparative data, (i.e., presentation of prior year totals by fund type) have not been } presented in each of the statements since their inclusion would make the statements unduly complex and difficult to read. Reclassifications Certain comparative data have been reclassified to present such amounts in a manner consistent with the current year's financial statements. Total Columns on Combined Financial Statements Total columns on the combined financial statements are captioned "Memorandum Only" to indicate that they are presented only to facilitate financial analysis. Data in these columns do not present financial position, results of operations, or changes in financial position in conformity with generally accepted accounting principles. Such data is not comparable to a consoli- dation. Interfund eliminations have not been made in arriving at the totals. Note 3 - ACCOUNTING CHANGE RESULTING IN RESTATEMENT OF PRIOR YEAR On October 1, 1986, a change was made to the City's financial statements which required restatement of prior year financial information. In prior years, the City's Special Assessments Fund was reported as a separate fund type. The current year's financial statements report this fund as a Capital Projects Fund in accordance with Governmental Accounting 19 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 3 - ACCOUNTING CHANGE RESULTING IN RESTATEMENT OF PRIOR YEAR (CONT'D.) Standards Board (GASB) Statement 6, Accounting and Financial Reporting for Special Assessments. The new title of this fund is the Capital Improvement Assessments Fund. The comparative totals for the Capital Projects Funds for the year ended September 30, 1986 have been restated to reflect this change. The effect of this restatement on the Capital Projects Funds September 30, 1986 balances was to increase assets, liabilities, and fund balance by $851,159, $499,711, and $351,448, respectively, and to decrease the amount expenditures exceeded revenues by $65,865. Note 4 - ESTABLISHMENT OF RENTAL REHABILITATION PROGRAM FUND Effective October 1, 1986, the City established an additional Special Revenue Fund entitled the Rental Rehabilitation Program Fund. This fund was created to account for federal funds received to provide affordable rental housing for lower income families within the City. Affordable rental housing is provided by rehabilitating existing substandard rental units to a condition which brings them into compliance with the Standard Housing Code and the requirements of the U.S. Housing and Urban Development. This fund was esta- blished with a residual equity transfer of $20,251 from the Community Development Block Grant Fund. Note 5 - FUND DEFICITS Enterprise Funds At September 30, 1987, the Airport Fund had a deficit retained earnings balance of $124,088. The intent of management is that this deficit be , recovered by transfers from other funds during the subsequent fiscal year. At September 30, 1987, the Transit Fund had a deficit retained earnings balance of $133,940. The intent of management is that this deficit also be , recovered by transfers from other funds during the subsequent fiscal year. Internal Service Fund I At September 30, 1987, the Internal Service Fund had a deficit retained earnings balance of $217,875. In the opinion of management, this deficit ' will be recovered in the next fiscal year by maintaining the current rates charged for services rendered to other departments. Note 6 - COLLECTIONS FROM CATEGORICAL BLOCK GRANTS AND FEDERAL REVENUE SHARING ' Categorical grant expenditures for the years ended September 30, 1987 and ' 1986, respectively, have been reflected in the following City funds: 20 1 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 6 - COLLECTIONS FROM CATEGORICAL BLOCK GRANTS AND FEDERAL REVENUE SHARING (CONT'D.) 1987 1986 General Fund $1,833,286 $1,961,258 Enterprise Funds: Airport Fund - 51,000 Transit Fund 158,814 135,330 Sanitation Fund - 4,600 Water and Sewer Fund 181,356 395,394 Total Enterprise Funds 340,170 586,324 Total $2,173,456 $2,547,582 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: Revenue Sharing Fund Budget (1) Personnel services $ - Supplies and materials 6,750 Maintenance 974,764 Utilities and other services 139,970 Capital outlay 567,323 Total $1,688,807 Actual 4,830 184,095 Community Development Block Grant Budget (1) Actual $ 247,012 $ 207,187 5,590 2,932 2,791,933 1,063,038 34,235 230,360 186,194 196,718 392,692 343,168 $ 419,878 $3,667,587 $1,802,519 ' (1) Budgeted amounts as shown include current and prior year appropriations to be carried forward for future use. INote 7 - DEPOSITS AND INVESTMENTS Deposits All of the City's demand and time depository accounts are held in a local banking institution under the terms of a written depository contract. At September 30, 1987, the total amount of the City's demand and time deposits per the general ledgers was $3,886,874, and the total amount per the City's September 30, 1987 bank statements was $4,322,276. The entire amount of the year end bank statement balances was covered by federal depository insurance or by U.S. Governi-nent Securities held as collateral by the City's agent in the City's name. r] 1 21 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 7 - DEPOSITS AND INVESTMENTS (CONT'D.) TnvPctmPntc The City's investment policies are governed by State statutes. The City is authorized to invest in obligations of the United States or its agencies, obligations of the State of Texas or its agencies, commercial paper rated A or its equivalent by a nationally recognized investment rating firm, and repurchase agreements. The City's investments are categorized below to give an indication of the level of risk assumed by the entity at year end. Category 1 includes invest- ments that are insured or registered, or for which the securities are held by the City or its agent in the City's name. Category 2 includes uninsured and unregistered investments for which the securities are held by the broker's or dealer's trust department or agent in the City's name. Category 3 includes uninsured and unregistered investments for which the securities are held by the broker or dealer, or its trust department or agent, but not in the City's name. Description U.S. Government Securities Note 8 - PROPERTY TAXES Category Carrying Market 1 2 3 Amount Value $36,449,127 $ - $ - $36,449,127 $36,840,160 ' Property taxes attach as an enforceable lien on property as of the prior January 1. Taxes are levied on October 1, and become delinquent after January 31, unless the half -payment option is elected, in which case one-half of the tax is due November 30, and the balance the following June 30. 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, 1987 was $.6219 per $100 which means that the City has a tax margin of $1.6281 per $100, and could raise up to $37,703,268 additional tax revenue a year from the present assessed valuation of $2,315,783,297 before the limit is reached. 22 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) !" SEPTEMBER 30, 1987 ' Note 8 - PROPERTY TAXES (CONT'D.) 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 $2,744,968 and $2,433,029 at September 30, 1987 and 1986, respectively, and are reflected in the Tax Collection Fund in the agency fund group. Note 9 - RESTRICTED ASSETS - WATER AND SEWER FUND Restricted assets in the Water and Sewer Fund, held for specific purposes in accordance with bond ordinances or other legal restrictions, are comprised of the following: For Debt Service: Cash and short-term investments For Capital Improvements: Cash and short-term investments Receivables For Customer Deposits: Cash and short-term investments Tot al $2,867,634 6,016,012 110,376 922,085 23 N 1- 10 — O V 10 1- a1 10 N- V' n M O N r-f UI 10 V' N M 1- 1- 1- N1 V' RR11 N 10 M N Lf1 M Ln 1- O 1- aJ ;J •rl C. 10 V' 10 M N M 0 $4 O . . . . , . F a G4 V' O N M O to to O 0 N 10 M r- U a v} a -- J • 1 M O V O M 1- N ul 44 M I N M I M O O UI O U Q UI i`I •rl 10 OD 1D N V' M ro O O M U1 O If1 4J N CD In O k MN ; •�i H Vi V' M f� 1p O •rl OD M ro _ $4 N M V' V O V' 1, 10 N '>y 10 O M O 1- .0 .-• V r M ro t•, . . . . . . , , . C� O— ^ $4 I -I 3 mM -0M ,n 10 ,n • N N N N .- V' N M N j. ro N N N o rn F 3 N Ln OD N V1 44 z +J vJ- V} O 8 J CA 4-J cli %D CD CD OD OD CD W W 0 a1 N 10 U) N 10 10 N F E+ ro � � -0% I I In CD IV r o OD 4J ro M 10 to - ' O —% a1 04 cn a1 1~ 4J In r- a1 1- a1 n 0 •rl %0 N a% N 1 0 O Ia H 0 a . . . U N N w Fa CD.a M u} vJ- N Q 4.1 HW 41 V' O en 10 ,n 10 O H -4 — 10 O Ill V' CD M •rl H ,WFJ ro aD OD N -0 . . . I 1 M If1 OD N 3 a N If' N z 4J M N 1�0 0 Ln O 0 ro F r w cn v} v} ro ,. W a H tv E Ln N U z 04 t` w%Dm +� o - Q > r- kn N rn 1 1 o ao N ;1 H H E O rn UI (!� 10 %0 ,n r- 01 V' N W H a f-1 �r a% a0 O N 0 W 44 Q N z ro .. W 4J N P 19 a� o � 0 °� � F 944 04 Wro 4J (aW 4J 4-1 9 C: 0 0 r. H O +*J Cam.' N ro +NJ r4 R ro ro U C, O •4 O •11 4J I~ N rl �U ro �>0a�W50 •� � 0 •H 0 0 4J a tia ro N 4J Cr 0 a at:3'q w� °' 1 Q U 107ro EVH 0 N 4J 0 z O a% 10 O 10 If1 .0 O M O O O 10 In a1 a% a1 10 U) a% U N C. n a1 M Ln O 1n 10 ro aD V M Ln aD V' • 1 a1 ro IYj 4.1 V' M M M cm ^ a0 N O N N 41 M .- m 44 Z I .0 aD I I .0 Co :•I (.: If1 Ill E-1 H vJ- v} UI 0 V' a1 O W a1 0 Vw 10 1- a1 1- •14 10 O to Ill I 1 O 4J . . . . . N a1 10 N r Ln O a% In 1� N M A V} V} UI O O O O .- 01 C. N O e- 41 m 0 a1 er N a1 I rn d 4J i 1- 01 O 01 O Co a% (n V' a% 1- ro — V' N V' M , Q M a1 N N ,n r- N O 1� In ,n V' V' N a1 V O M Ln r 00 CD`0LnM (O0AaODD ,n0400 qw r-I a1 10 r- r- p 1� r- aD . . . O �0.1 al U V' M M . 0 r- �N Li N O 04 m O N 0 as O P •rl 4J waaxaa 0.5 F �, .O N fig' b tia ro a A'0 '0 '0 N it to ro A 4)a>z ro� � O ro ,o N rl U 0 •rl •rl As O m F 0 0 24 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 11 - DEFINED CONTRIBUTION PENSION PLAN Plan Description The City provides pension benefits for all of its full-time employees, except firemen, through a nontraditional, joint contributory, defined contribution plan in the state-wide Texas Municipal Retirement System (TMRS). The City's plan is one of over 500 administered by TMRS, an agent multiple -employer public employee retirement system. The plans in TMRS are substantially defined contribution plans, but have many of the characteristics of defined benefit plans. Therefore, additional voluntary disclosures are provided to help foster a better understanding of the nontraditional characteristics of the plan. Benefits depend upon the sum of the employee's contributions to the plan, with interest, and the City -financed monetary credits, with interest. At the date the plan began, the City granted monetary credits for service rendered before the plan began of a theoretical amount equal to two times what would have been contributed by the employee, with interest, prior to establishment of the plan. Monetary credits for service since the plan began are 200% of the employee's accumulated contributions. Members can retire at ages 60 and above with 15 or more years of service, at ages 50-59 with 25 or more years of service, or with 28 years of service regardless of age. The plan also provides death and disability benefits. A member is vested after 20 years, but must leave his accumulated contributions in the plan. If a member prematurely withdraws his own money, he is not entitled to the employer -financed monetary credits even if vested. The plan provisions are adopted by the City within the options and actuarial constraints detailed in the state statutes governing TMRS. Funding Status and Progress Even though the substance of the City's plan is not to provide a defined benefit in some form, some additional voluntary disclosure is appropriate due to the nontraditional nature of the defined contribution plan which had an initial unfunded pension benefit obligation upon the plan's inception. The pension benefit obligation shown below is similar in nature to the standard- ized disclosure measure required by GASB Statement 5 for defined benefit plans, except that there is no need to project salary increases since the benefit credits earned for service to date are not dependent upon future salaries. The calculations were made as part of the annual actuarial valua- tion as of December 31, 1986 and, therefore, all plan disclosures have been presented on a twelve month calendar year basis. Because of the money purchase nature of the plan, the interest rate assumption, currently 5% per 25 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 11 - DEFINED CONTRIBUTION PENSION PLAN (CONT'D.) Funding Status and Progress (Cont'd.) year, does not have as much impact on the results as it does for a defined benefit plan. The market value of assets is not determined for each indivi- dual City's plan, but the market value of assets for TMRS as a whole was 108% of book value as of December 31, 1986. Total unfunded pension benefit obligation applicable to the City's employees was $4,469,293 at December 31, 1986, as follows: Pension benefit obligation: Annuitants $ 1,652,564 Members: Accumulated employee contributions including allocated invested earnings 8,545,738 Employer -financed vested 8,305,249 Employer -financed nonvested 5,063,540 Total pension benefit obligation 23,567,091 Net assets available for benefits, at book value 19,097,798 Unfunded pension benefit obligation $ 4,469,293 The book value of assets is amortized cost for bonds and original cost for short-term securities and stocks. The actuarial assumptions used to compute the actuarially determined City contribution rate are the same as those used to compute the pension benefit obligation. The amounts above reflect changes in the plan that were adopted after the previous actuarial valuation, which had the effect of increasing the unfunded pension benefit obligation by $194,192. Contributions Required and Contributions Made The contribution rate for all employees, except policemen, is 5%. Policemen contribute 7% to the plan. The City's matching percent is currently 200% of the employee's contribution. Under state laws governing TMRS, the City's contribution rate is annually determined by an actuary. Part of the City's contribution rate (the normal cost) is to fund the currently accruing mone- tary credits, with the other part (the prior service contribution rate) calculated as the level percent of payroll needed to amortize the unfunded actuarial liability over the remainder of the plan's 25-year amortization period. When the City periodically adopts updated service credits and 26 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (OC)NT'D.) SEPTEMBER 30, 1987 ' Note 11 - DEFINED CONTRIBUTION PENSION PLAN (CONT'D.) Contributions Required and Contributions Made (Cont'd.) ' increases the annuities in effect, the increased unfunded actuarial liability is to be amortized over a new 25-year period. Currently, the unfunded actuarial liability is being amortized over the 25-year period which began January, 1983. The unit credit actuarial cost method is used for determining ' the City's contribution rate. Contributions are made monthly by both the employees and the City. Since the City needs to know its contribution rate in advance to budget for it, there is a one-year lag between the actuarial valuation that is the basis for the rate and the calendar year when the rate goes into effect. The City's total payroll for the calendar year 1986 was $20,239,675, and the City's contributions were based on a covered payroll of $15,593,759. Both the City and the covered employees made the required contributions for the calendar year 1986, amounting to $904,438 for the City and $864,846 for the employees. The City adopted changes in the plan since the previous actuarial valuation, which had no effect on the City's contribution rate for 1987. There were no related -party plan transactions. W Trend Information Trend information gives an indication of the progress made in accumulating sufficient assets to pay benefits when due. Ten-year trend information may be found on pages 41-42 of the City's comprehensive annual financial report. For the three years ended December 31, 1984, 1985, and 1986, respectively, available assets were sufficient to fund 82.2, 80.5, and 81.0 percent of the pension benefit obligation. Unfunded pension benefit obligation represented 22.8, 27.6, and 28.7 percent of the annual payroll for employees covered by the plan for the three years ended December 31, 1984, 1985, and 1986, respectively. Showing unfunded pension benefit obligation as a percentage of annual covered payroll approximately adjusts for the effects of inflation for analysis purposes. In addition, for the three years ended December 31, 1984, 1985, and 1986, the City's contributions to the plan, all made in accordance with actuarially determined requirements, were 5.10, 5.35, and 5.80 percent, respectively, of annual covered payroll. Note 12 - FIREMEN'S RELIEF AND RETIREMENT FUND The City's firemen are covered by a locally administered Firemen's Relief and Retirement Fund maintained for members of the City of Wichita Falls Fire Department under provisions of applicable laws of the State of Texas. All firemen, who are under the age of 35 upon entering service as a City fire- fighter, must became members of the plan. 27 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 12 - FIREMEN'S RELIEF AND RETIREMENT FUND (CONT'D.) Eighteen percent of each fireman's gross salary is contributed to the Fund, with one-half of the contributed amount being paid by each fireman and one-half by the City. For the year ended September 30, 1987, the City contributed $312,455 to the Fund. Contributions have been made for all plan years in accordance with actuarially determined contribution requirements determined through an actuarial valuation. The actuarial cost method used to value the Fund was the entry -age -actuarial cost method. Under this method, the actuarial present value of projected benefits for each participant is allocated as a level percentage of the earnings of the participant between entry age and assumed retirement. The unfunded actuarially accrued liability at April 30, 1986, as determined by a valuation performed as of that date, is $2,949,325. This liability is to be amortized by a level percentage of payroll over a period of 19 years assuming that total payroll will increase 6% per annum in future years. As indicated in Note 1, the Firemen's Relief and Retirement Fund is not a part of the City and thus has been excluded from the accompanying financial statements. A separate audited financial report of this Fund is publicly available which contains the pension disclosures required by Governmental Accounting Standards Board (GASB) Statement 5. Summary plan information, estimated as of the following dates by the Fund's consulting actuaries, is as follows: Pension benefit obligation: Vested benefits for those currently receiving payments Vested benefits for active participants Nonvested benefits for active participants Total pension benefit obligation Net assets available for benefits, book value as of above evaluation date Unfunded pension benefit obligation April 30, March 31, 1986 1983 ' $3,238,041 $1,699,778 1 3,638,660 2,839,192 183,749 179,781 ' 7,060,450 4,718,751 1 6,127,702 4,045,578 $ 932,748 $ 673,173 28 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 13 - DEFERRED COMPENSATION PLAN The City offers its employees a deferred compensation plan created in accord- ance with Internal Revenue Code Section 457. The plan, available to all City employees, permits them to defer a portion of their salary until future years. The deferred compensation is not available to the employees until termination, retirement, death, or an unforeseen emergency. All compensation deferred under the plan, all investments purchased, and all income attributable to these investments are (until paid or made available to the employee or other beneficiary) solely the property of the City subject ' only to the claims of the City's general creditors. Participants' rights under the plan are equal to those of general creditors of the City in an amount equal to the fair market value of their deferred account. It is the opinion of City management that the City has no liability for losses under the plan, but does have the duty of due care that would be required of an ordinary prudent investor. It is also the opinion of City management that it is unlikely that it will use the assets to satisfy the claims of general creditors in the future. ' Note 14 - PAYABLE TO U.S. GOVERNMENT The City of Wichita Falls and Wichita County Water Improvement District No. 2, upon the completion of the Lake Kemp reconstruction project in January, 1976 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 through January, 2004 of $51,974, which includes interest at the rate of 3.253%. The City's share of the total costs ($5,800,957) is reflected in fixed assets, and the City's share of the U.S. Government funded portion ($4,484,140) is reflected as contributed capital in the Water and Sewer Enterprise Fund. This contractual arrangement is strictly a cost -sharing agreement and is not ' considered a joint venture as defined by NCGA Statement 7. The remaining debt payable to the U.S. Government is classified as follows: September 30, 1987 1986 Long-term Current portion in other liabilities Tot al $1,108,940 $1,124,339 15,399 14,914 $1,124,339 $1,139,253 29 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 15 - 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. Landing fees collected and paid on this lease were $9,990 and $10,247 for the fiscal years ended September 30, 1987 and 1986, respectively. Note 16 - DESCRIPTION OF LEASING ARRANGEMENTS Computer and other equipment leases, expiring in 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 pro- cessing software under operating leases expiring at varying times through 1989. Capital Leases The following is an analysis of the leased property under capital leases by major classes: Classes of Property Equipment Motor vehicles Land Tot al Asset Balances at September 30, 1987 1986 $ 810,755 $ 810,755 339,245 339,245 50,000 50,000 $1,200,000 $1,200,000 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 pay- ments as of September 30, 1987: 30 II CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 16 - DESCRIPTION OF LEASING ARRANGEMENTS (CONT'D.) Capital Leases (Cont'd.) Year ending September 30: 1988 $203,776 1989 6,634 1990 5,000 1991 5,000 1992 - Total minimum lease payments 220,410 Less: Amount representing interest (1) ( 7,073) Present value of minimum lease payments (2) $213,337 Operating Leases The following is a schedule by years of future minimum rental payments required under operating leases that have initial or remaining noncancell- able lease terms in excess of one year as of September 30, 1987: Year ending September 30: 1988 $ 76,248 1989 9,988 1990 1 1991 1 1992 1 Later years 16 Total minimum payments required (3) $ 86,255 The following schedule shows the composition of total rental expenses for all operating leases: Minimum rentals Contingent rentals Total rentals Year Ending September 30, 1987 1986 $172,108 $ 93,799 9,990 10,247 $182,098 $104,046 31 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 16 - DESCRIPTION OF LEASING ARRANGEMENTS (CONT'D.) (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 capital leases payable. (3) Minimum payments do not include contingent rentals which may be paid under the airport lease based on the number of schedule landings. Note 17 - LONG-TERM DEBT The following is a summary of changes in long-term obligations of the City for the year ended September 30, 1987: Obligations Obligations Outstanding New Obligations Outstanding October 1, Obligations Retired September 30, 1986 Incurred or Refunded 1987 General Obligation Bonds payable $22,540,000 $ - $305,000 $22,235,000 Revenue Bonds payable 241425,000 - 415,000 24,010,000 Accrued vacation and sick leave (Note 21) 2,678,937 152,460 - 2,831,397 Capital leases payable (Note 16) 460,634 - 247,297 213,337 Claims and judgements payable (Note 21) 103,773 - 9,855 93,918 Payable to U.S. Govt. (Note 14) 1,139,253 - 14,914 1,124,339 Total $51,347,597 $152,460 $992,066 $50,507,991 Bonds payable at September 30, 1987 are comprised of the following individual issues: 32 I ' CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 ' Note 17 - LONG-TERM DEBT (CONT'D.) Range of Final Annual Bonds Interest Maturity Serial Bonds Outstanding Rates Date Payments Authorized at 9/30/87 General Obligation Bonds: 1986 General Obligation Refunding Bonds 5.00% to 9/01/06 8.15% Total General Obligation Bonds Revenue Bonds: Water and Sewer I Revenue Bonds: 1986 Water and Sewer System Refunding Revenue Bonds 5.00% to 8/01/07 8.30% Total Water and Sewer Revenue Bonds Airport Revenue Bonds: 1967 Airport Revenue 4.5% Total Airport Revenue Bonds Total Revenue Bonds Total All Bonds 4/15/87 $305,000 to $22,540,000 $22,235,000 2,115,000 22,540,000 22,235,000 395,000 to 24,405,000 24,010,000 2,265,000 24,405,000 24,010,000 5,000 to 130,000 - 20,000 130,000 - 24,535,000 24,010,000 $47,075,000 $46,245,000 The 1986 General Obligation Bonds were issued on the full faith and credit of the City and are secured by ad valorem taxes levied against all taxable property. These bonds are serviced by the Debt Service Fund with an apportionment of the ad valorem tax levy. At September 30, 1987, $269,301 was available in this fund to service these bonds. The 1986 Water and Sewer Revenue Bonds were issued for purposes of improving the City's water and sewer systems and are serviced by the net revenues of the Water and Sewer Fund. 33 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 17 - LONG-TERM DEBT (CONT'D.) There are a number of limitations and restrictions contained in the various bond indentures. The City is in compliance with all significant provisions for such limitations and restrictions. The City's current year payments for debt service of general obligation bonds and revenue bonds included $4,042,894 of interest. The annual requirements to pay principal and interest on the bond obligations outstanding as of September 30, 1987 are as follows: Year Ending September 30: General Obligation Revenue Total 1988 $ 2,287,502 $ 2,457,972 $ 4,745,474 1989 2,285,740 2,451,348 4,737,088 1990 2,285,815 2,454,748 4,740,563 1991 2,285,615 2,453,788 4,739,403 1992 2,286,240 2,453,228 4,739,468 1993-1997 11,435,598 12,267,899 23,703,497 1998-2002 11,439,307 12,269,875 23,709,182 2003-2007 9,140,168 12,261,354 21,401,522 Total Note 18 - DEFEASANCE OF PRIOR DEBT $43,445,985 $49,070,212 $92,516,197 ' In prior years, the City defeased certain outstanding general obligation and revenue bonds by placing the proceeds of new bonds and additional cash in an irrevocable trust to provide for all future debt service payments on the old bonds. Accordingly, the trust escrow accounts and the defeased bonds are not included in the City's financial statements. At September 30, 1987, the following outstanding bonds are considered defeased: General Obligation Bonds: 1959 Wichita County Water Control and Improvement District No. 6 1959 Wichita County Water Control and Improvement District No. 4 1963 General Obligation Bonds mmennt $ 53,000 55,000 120,000 34 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 18 - DEFEASANCE OF PRIOR DEBT (CONT'D.) Amount General Obligation Bonds (Cont'd.): 1968-A General Obligation Bonds 500,000 1970 General Obligation Bonds 375,000 1971 General Obligation Bonds 500,000 1980 General Obligation Bonds 2,750,000 1981 General Obligation Bonds 3,750,000 1982 General Obligation Bonds 2,275,000 1985 General Obligation Refunding and Improvement Bonds 20,305,000 Total Defeased General Obligation Bonds 30,683,000 Revenue Bonds: 1963 Water and Sewer Revenue Bonds 225,000 1966 Water and Sewer Revenue Bonds 540,000 1966-A Water and Sewer Revenue Bonds 300,000 1968 Water and Sewer Revenue Bonds 125,000 1973 Water and Sewer Revenue Bonds 600,000 1978 Water and Sewer Revenue Bonds 660,000 1980 Water and Sewer Revenue Bonds 700,000 1981 Water and Sewer Revenue Bonds 820,000 1982 Water and Sewer Revenue Bonds 650,000 1984 Water and Sewer Revenue Bonds 19,040,000 Total Defeased Revenue Bonds 23,660,000 Total Defeased Bonds $54,343,000 Note 19 - INTERFUND RECEIVABLE AND PAYABLE BALANCES Interfund receivable and payable balances at September 30, 1987 are as follows: Interfund Interfund Receivables Payables General Fund $ 160 $2,956 Trust and Agency Funds: Payroll Fund 1,052 160 Accounts Payable Fund 1,904 Total $3,116 $3,116 IN 1 35 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 20 - SEGMENT INFORMATION FOR ENTERPRISE FUNDS The City maintains four enterprise funds which provide transportation, sanitation, water and sewer services. Segment information for the year ended September 30, 1987 is as follows: Operating revenues Depreciation and amortiz at ion Operating income (loss) Contributions from operating grants Operating transfers in (out), net Net income (loss) Current capital: Contributions Transfers Plant and equipment: Additions Deletions Net working capital Total as set s Bonds and other long-term liabilities Total equity Water Total Airport Transit Sanitation and Sewer Enterprise Fund Fund Fund Fund Funds $ 173,363 $141,962 $4,579,009 $11,877,889 $16,772,223 91,310 14,288 55,373 1,426,667 1,587,638 (95,708) (331,916) 286,367 1,850,511 1,709,254 - 158,814 - 181,356 340,170 40,501 167,217 (383,023) (247,577) (422,882) (55,066) (5,885) (24,778) 2,659,152 2,573,423 - - 13,205 284,332 297,537 - - 4,673 - 4,673 - 8,402 37,338 9,746,963 9,792,703 - - 10,712 16,348 27,060 109,057 (26,294) 1,837,314 5,097,209 7,017,286 2,159,314 846,719 4,663,084 75,574,212 83,243,329 - - - 25,466,025 25,466,025 2,153,297 661,542 4,516,774 48,307,659 55,639,272 36 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 21 - COMMITMENTS AND CONTINGENCIES Litigation 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 will not materially affect the financial position of the City. Accrued Vacation and Sick Leave The City's liability for accrued vacation and sick leave excluding the amount recorded in the Enterprise funds was $2,931,397 at September 30, 1987. This accrual is recorded in the General Long -Term Debt $100,000 which is believed by City management to account group, except be currently payable for fran available resources and is recorded in the General Fund. Post -Retirement Health Care and Life Insurance Benefits In addition to providing pension benefits, the City provides certain health care and life insurance benefits for retired employees. Substantially all of the City's employees may become eligible for those benefits if they reach normal retirement age while working for the City. The cost of retiree health care is paid for by the retirees. The cost of life insurance benefits is funded jointly by the City and the retirees. The City's portion of these costs is recognized as expense when paid. For the fiscal year ended September 30, 1987, these costs totaled approximately $5,400. Workmen's Compensation Claims ' The City is liable for workmen's compensation claims arising in various General Fund departments of $93,918 as of September 30, 1987. This amount is recorded as a liability in the General Long -Term Debt account group. The City is also liable for workmen's compensation claims arising in the Enterprise Funds of $11,241 as of September 30, 1987. This amount is not recorded as a liability in the Enterprise Funds. All payments made as a result of these claims are charged to an expense account in the respective Enterprise Fund. Contract Commitment With West Texas Utilities Company In 1977, the City and Wichita County Water Improvement District Number 2 entered into a sixty -year contract with the West Texas Utilities Company (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. g7»» �f':; 37 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 21 - COMMITMENTS AND CONTINGENCIES (CONT'D.) I Contract Commitment With West Texas Utilities Company (Cont'd.) The significant terms of the contract provide for standby charges to be paid to the City and the Wichita County Water Improvement District Number 2 in equal amounts. The City received $150,000 annually from the date of this contract through December 31, 1986. , Minimum annual charges were scheduled to begin when water was actually con- sumed for the production of electricity upon completion of the first genera- tion unit or January 1, 1987, whichever was sooner. On January 1, 1987, minimum annual charges began and shall continue as follows: Years Ending December 31: 1987-1991 1992-1996 1997 and all years thereafter until end of contract City's Annual Share $250,000 375,000 500,000 For water actually consumed, the Company shall pay the City and Wichita County Water Improvement District Number 2 equally, at the Base Rate of twenty-three ($.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 minimum charges which would have become due and payable during the following twenty-four month period. Contract Commitment With Army Corps of Engineers On June 13, 1987, the City entered into a construction contract with the Army Corps of Engineers to provide flood protection to the City of Wichita Falls ' and surrounding vicinity. This flood protection is to be attained by increasing the flood control capabilities in the Holliday Creek area and by modifying the existing Lake Wichita Dam. As of September 30, 1987, the total ' project costs under this contract were estimated to be $43,500,000. The City must provide a 5 percent cash contribution in proportion to the rate of federal expenditures incurred during the construction period. This required contribution is presently estimated to be $2,175,000. Additionally, the City ' must provide all land, easements, rights -of -way, and waste material disposal 38 1 CITY OF WICHITA FALLS, TEXAS NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 21 - COMMITMENTS AND CONTINGENCIES (CONT'D.) �A Contract Commitment With Army Corps of Engineers (Cont'd.) areas, and perform all relocations necessary to complete the project. If the value of the above -mentioned contributions is determined to be less than 25 percent of the total project costs, the City must make an additional cash contribution to make its total contribution equal to 25 percent of the total project costs. The City is also responsible for the estimated $4,000,000 of costs necessary to modify the existing Lake Wichita Dam. The City has contributed $150,000 to the project as of September 30, 1987. This project is estimated to be completed during the fiscal year ending September 30, 1993. Construction Contracts At September 30, 1987, several long-term construction contracts were out- standing in which the City has committed to but has not accrued any expendi- tures or expense as the work has not yet been performed. The amounts for which the various funds are committed to complete these contracts are as .. follows: General Fund $ 653,344 Special Revenue Funds: Hotel/Motel Tax Fund $114,238 Federal Revenue Sharing Fund 201,366 Community Development Block Grant 414,074 Total Special Revenue Funds 729,678 Capital Projects Funds: 1982 General Improvements $ 2,500 1985 Holliday Creek Project 397,717 Total Capital Projects Funds 400,217 ' Enterprise Fund: Water and Sewer Fund 1,788,931 ' Total contract commitments $3,572,170 39 CITY OF WICHITA FALLS, TEXAS , NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) SEPTEMBER 30, 1987 Note 21 - COMMITMENTS AND CONTINGENCIES (CONT'D.) Federally Assisted Programs - Compliance Audits The City participates in numerous Federally assisted programs, on both a direct and state pass -through basis, as well as on a service -provider basis. Principal among these are Federal Revenue Sharing, Community Development Block Grants, and Section 8 Housing Assistance. ' In connection with these grants, the City is required to comply with specific tears and agreements as well as applicable Federal and State laws and regu- lations. Such compliance is subject to review and audit by the grantors and their representatives. In the opinion of management, the City has complied with all requirements. However, since such programs are subject to future audit or review, the possibility of disallowed expenditures exists. In the event of any disallow- ance of claimed expenditures, the City expects the resulting liability to be immaterial. Note 22 - SUBSEQUENT EVENT Effective October 1, 1987, the City recognized a new expendable trust fund entitled the Tax Increment Financing Reinvestment Zone Number One Trust. The purpose of this new fund is to account for ad valorem taxes levied on captured increments of growth in real property values in a designated zone: These increments of growth in real property values are to be determined using January 1, 1986 base values. The tax revenues derived from this increment are to be spent on public improvements within the designated zone or for debt service on bonds issued to provide funds for public improvements. 40 H REQUIRED SUPPLEMENTARY INFORMATION 0 z H A z R O H H A az z I a a W a z a H W aH H H a H R: H z O U A W z H w W A C r-I o•4mido to 10 �, •-• N 'O 'O O Id v'o++a a"i 44 (aU W y m ro 0 W -4 W G) C d d 0 v dt C CO ro v W O Yi x00v Iv a W rl 44 a 0 CO +J to •H rl m0 a m to 4J � � — .mrod z o GW ro ro a � dP dP dP dP dP dP dP dP dP dP M CO 01 O 01 CO dt CO �O l� . . . . . . . . . MornC;10 11 Nr10 N N fV t- .- W O I- N to M M IV 0) n M N N 0 to 0 Ill O N 0 N— Ill V N 01 I` dt M I� O tl1 O N tl1 O M N tl1 01 n 10 eM CO CO dt 01 01 O1 � I� CO M CO � O tl1 w 1p I� 01 O � M M dt tl1 tl1 CO 01 N N tl1 �O � CO �O 01 M —— V %D t� 01 W V M N %D — kO — t� t� N V %D M W O O W O N N •- v � N M V V 0000000000 O N— M o r` O N O O 1O CO 0O N 9 t. N O - . wwOmOOOwww w m to M O o O tO O kO O N M %D V O O t- o N to I- m •- N M w %o to M M v O O N w N o �r�aornoNtnco�M N N M W � M M •- — 0 0 W �c�o�t„rnrnornrn �ccoMorn�cro�rr o tl1 01 0 �O 01 d' N �O I� �c�cMorM�oMrn %D V V %O O N M M .- O tn�c�coo•-N��rn ���xxxoxxx rno,rnrnrnrnrnrnrnrn 'O q m W " N ��m0ttp w I m m 04J 4J k 0 ,d W to U m U 0 0 a trlm "O�0 O U � •,I +� Gt O C 1`I m 4,40 °1 � ° +� r1 4"I 3 41 C +, aim0m ro-4$4 C ,a ,F) 4-I U +i O U � ro ro 9:0 4J O m -4 ,a 41 W p 41 d o. C a°4a'° 0"m>: G1 4.4 > >O W V to1C0 d C bn O " rA C b a 0 0 a o ro� w O 0 o'ro 4 a 1p rob •,I A m OC O 0 rl �. O rl rl V4 ,4„I 3 M OC G1 O o .i 9C� •i W m +J C9 p u W m m ++ O roOC>.•�lo ++ .�O .-I -Hro a"i aWi 4J C 4y9: a� 4) 4)i a• w a 3 w a pt O O C C 0 +J O 0 rA k O 'O m o ' W m m+ 0 k LW go 4J 4J r-I +' a a A -1 0 o 4 4J 4 •H ro a m a� ato 0 ro tp 0m 0 >, 0 0 ro ro w 0 k 4J •r4 4J m Q, m 0 OI H W 0 00 $4 m V-H m• i k� 0 .>I 'O d� O C C N I O 0 4J d .rol •H Gai U 4J W 4 m A a+J CO 10 m 4J O z d N V a� ro O 2 W 4 -4 O H o r-I 4J N Co rn aJ tp G1 C: •4 C : o A ro 41 EXHIBIT B-2 I I ; CITY OF WICHITA FALLS, TEXAS DEFINED CONTRIBUTION PENSION PLAN - REVENUES BY SOURCE AND EXPENSES BY TYPE - LAST TEN PLAN YEARS (UNAUDITED) Revenues By Source Plan Employee Employer Investment Year Contributions Contributions Income Total 1977 $393,264 $335,816 $ 375,657 $1,104,737 1978 434,071 361,875 418,667 1,214,613 1979 505,439 430,451 480,018 1,415,908 1980 591,618 497,585 624,517 1,713,720 1981 654,082 544,609 867,441 2,066,132 1982* 739,073 606,994 1,031,285 2,377,352 1983 7759615 656,640 1,206,394 2,638,649 1984 793,676 723,448 1,419,569 2,936,693 1985 834,538 804,691 1,622,861 3,262,090 1986 864,846 904,438 1,857,101 3,626,385 Expenses By Type Plan Administrative Year Benefits Expenses Refunds Total 1977 $ 378,614 $16,360 $224,630 $ 619,604 1978 147,709 16,571 253,153 417,433 1979 147,497 16,719 278,239 442,455 1980 263,686 16,510 264,782 544,978 1981 237,762 16,319 343,141 597,222 1982* 910,482 17,199 286,933 1,214,614 1983 703,408 19,047 211,094 933,549 1984 631,461 18,363 329,655 979,479 1985 587,605 19,700 420,295 1,027,600 1986 1,298,548 19,639 346,895 1,665,082 Contributions were made in accordance with actuarially determined contribution requirements. * See note on page 41 for a discussion of the 1982 change in employee benefit provisions. 42 1] THIS PAGE IS INTENTIONALLY LEFT BLANK. I 1 I COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS u u 11 'I THIS PAGE IS INTENTIONALLY LEFT BLANK. I Mll n I IGENERAL FUND The General Fund is used to account for all revenues and expenditures not accounted for in other funds. It receives a greater variety and amount of revenues and finances a wider range of governmental activ- it ities than any other fund. Major functions financed by the General Fund include: Administrative; Finance; Police; Fire; Protective Inspections, such as building, plumbing and electrical; Traffic Engineering; Public Works Engineering; Street Maintenance; Health; Community Enrichment Activities such as Parks, Recreation, and Library; and Planning. e I p THIS PAGE IS INTENTIONALLY LEFT BLANK. G F p p I I a H EXHIBIT D-16 CITY OF WICHITA FALLS, TEXAS RENTAL REHABILITATION PROGRAM FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1987 Revenues: Intergovernmental revenue Expenditures: Administrative services division: Maintenance Excess of revenues over (under) expenditures Fund balance - beginning Residual equity transfer Fund balance - ending Variance - Favorable Budget Actual (Unfavorable) $ $ 44,500 $ 44,500 132,410 44,500 87,910 ($ 132,410) - $ 132,410 20,251 $ 20,251 The accompanying Notes are an integral part of these financial statements. 63 I I � THIS PAGE IS INTENTIONALLY LEFT BLANK. EXHIBIT C-2 (Page 2 of 4) CITY OF WICHITA FALLS, TEXAS GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL (CONT'D.) FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 1987 Variance - Favorable 1986 Budget Actual (Unfavorable) Actual Revenues (Cont'd.): Miscellaneous revenue: Parking meters 3,000 4,120 1,120 3,173 Rentals and concessions 107,667 98,087 ( 9,580) 119,778 Interest 839,500 852,928 13,428 980,326 Sale of fixed assets 38,000 18,002 ( 19,998) 21,458 Other 99,350 107,616 8,266 223,268 Total miscellaneous revenue 1,087,517 1,080,753 ( 6,764) 1,348,003 Total revenues 26,496,245 25,580,233 ( 916,012) 261144,038 Expenditures: Administrative services division: Mayor and Board of Aldermen 37,972 32,421 5,551 32,060 City Manager 328,155 309,529 18,626 273,788 Legal 282,179 2629589 19,590 251,373 Personnel 249,992 249,719 273 165,648 City Clerk 78,671 739376 5,295 73,977 Martin Luther King Center 146,190 145,693 497 137,139 Farmer's Market 28,876 28,565 311 28,196 Library 432,098 361,438 70,660 357,013 Property Management 49,192 48,276 916 43,538 Data Processing 986,943 887,832 99,111 999,522 Community Information 91,158 80,265 10,893 74,715 Nondepartmental 2,021,598 1,852,248 169,350 1,726,929 Municipal Court 326,232 300,304 25,928 306,066 Risk Management - - - 67,962 Building Maintenance 389,464 339,989 49,475 357,295 Total administrative services division 5,448,720 4,972,244 476,476 4,895,221 Police division: Police 7,388,589 7,242,687 145,902 7,422,813 The accompanying Notes are an integral part of these financial statements. 45 EXHIBIT C-2 (Page 3 of 4) CITY OF WICHITA FALLS, TEXAS GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL (CONT'D.) FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Expenditures (Cont'd.): Fire division: Fire Parks and recreation division: Recreation Park maintenance Golf Cemetery Total parks and recreation division 1987 Variance - Favorable Budget Actual (Unfavorable) 4.877.623 4.844.086 33.537 767,224 714,060 53,164 2,567,465 2,041,095 526,370 189,911 173,191 16,720 3,524,600 2,928,346 596,254 1986 Actual 4,601,651 392:789 1,633430 213,933 156,213 ' 2,396,365 Accounting/finance division: , Accounting/finance 305,053 266,776 38,277 288,108 Tax 159,005 141,213 17,792 164,012 Purchasing 72,590 61,587 11,003 72,914 Total accounting/ , finance division 536,648 469,576 67,072 525,034 Planning division: Planning 301,935 269,662 321273 405,519 Public works division: Engineering 1,224,638 1,173,811 50,827 1,289,943 Inspection 735,646 732,155 3,491 706,612 Street 3,401,555 3,3279705 73,850 3,224,306 Total public works division 5,361,839 5,233#671 128,168 5,220,861 Health division: , Administration 381,307 312,499 68,808 361,020 Nursing 842,105 800,642 41,463 594,377 Air and water pollution 157,032 154,867 2,165 150:224 ' Laboratory 112,132 104,377 7,755 116626 General environment 135,527 131,663 3,864 120,989 Food and vector control 287,008 268,960 18,048 233,059 Animal control 169,472 166,242 3,230 156,689 Total health division 2,084,583 1,939,250 145,333 1,732,984 The accompanying Notes are an integral part of these financial statements. 46 7 �I EXHIBIT C-2 (Page 4 of 4) CITY OF WICHITA FALLS, TEXAS GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL (CONT'D.) FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 ' 1987 Variance - Favorable 1986 ' Budget Actual (Unfavorable) Actual Expenditures (Cont'd.): Traffic and transportation ' division: Traffic engineering 1,521,921 1,272,929 248,992 1,246,981 Parking meters 39,055 23,545 15,510 29,947 Total traffic and transportation division 1,560,976 1,296,474 264,502 1,276,928 Total expenditures 31,085,513 29,195,996 1,889,517 28,477,376 Excess of revenues over (under) expenditures ( 4,589,268) ( 3,615,763) 9731505 ( 2,333,338) Other financing sources (uses): Operating transfers in 941,046 940,703 ( 343) 836,143 Operating transfers out ( 266,738) ( 207,718) 59,020 ( 896,418) Contributions from operating grants 1,833,286 1,833,286 - 1,961,258 ' Total other financing sources (uses) 2,507,594 2,566,271 58,677 1,900,983 Excess of revenues and other sources over (under) expenditures and other uses ($ 2,081,674) ( 1,049,492) $1,032,182 ( 432,355) Fund balance - beginning 10,613,946 11,370,650 Residual equity transfer - ( 324,349) Fund balance - ending $ 9,564,454 $10,613,946 The accompanying Notes are an integral part of these financial statements. 47 THIS PAGE IS INTENTIONALLY LEFT BLANK. SPECIAL REVENUE FUNDS ' Special Revenue Funds are used to account for the proceeds of specific revenue sources (other than expendable trusts or for major capital projects) that are legally restricted to be expended for specified purposes. Seven ' individual funds are reported within the Special Revenue Funds as follows: Revenue Sharing Fund The Revenue Sharing Fund accounts for all federal revenue sharing receipts and related expenditures. Civic/Community Promotion Fund The Civic/Community Promotion Fund accounts for the operations of the Wichita Falls Municipal Auditorium and the Wichita Falls Activity Center. Hotel/Motel Tax Fund ' The Hotel/Motel Tax Fund accounts for revenues derived from an occupancy tax which is expended on programs promoting the growth of the City of Wichita Falls. Community Development Block Grant Fund The Community Development Block Grant Fund accounts for federal grant revenues and related expenditures. Special Revenue Fund The Special Revenue Fund accounts for various revenues generated in the form of contributions, fees, concessions, rents and other charges and their related expenditures. The revenues in this fund are expended to support the activity generating the revenue or as desig- nated by the contributor. Section 8 Housing Fund The Section 8 Housing Fund accounts for federal funds received to ' subsidize rents and housing payments for lower income families within the City. ' Rental Rehabilitation Program Fund The Rental Rehabilitation Program Fund accounts for federal funds received to provide decent, safe, sanitary and affordable rental housing for lower income families within the City by rehabilitating existing substandard rental units to a condition which brings them into compliance with the Standard Housing Code and the requirements of the U.S. Department of Housing and Urban Development. 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N m m m N UC W Z M 'p In m �n d d m d m m r m r v m, r 1 Z 7 Ctltl 1/ 1 0� I I I M d N m r 1 1 1 1 1 1 1 r 1 1 m OI m 01 o M r N to OO A N m m O O N N ID i 11 V P ID MIDI v0 W C C m C 0 q M O p N 7 0 O p > O N O O 0 0 U .1 0 M N AC? ID> M CC0 .i 0 ri m > o0o N N .0 d 0 m '� W O 0 li 0 p C 0 0 p .1 o q U M U .d qq O C rl 0 > ID ID ID 14 U M M gO g O, O ID 0> 0 C m to �p C% Y rl qq •-1 qq >✓ U pp q C 'O to .1 0 O 0 > 9 M -O gg m 'O 0 O p M II..11 0 0 0 0 t p w W M a+ Y C .a 0 0 m A 4 1+ IA M C O p t3 7 p O C q U 0 ID 7 O ID 0 w C 0 U •- m m N C C O U >< C p 0 C 0 0 0 V m C C q C 0 p 0 'O 41 U C •i > 0 11 q M 7 C 'O T F1 M CC tP 10 C M q ✓ ✓ 0 0 N ID p 0 g0 0 �y 0 N 0 •-1 V p V 0 C q C ++ N O 44 1 Y 1 fi O M 0 C 0 w ID 0 4 O •• 0 C 0 O ~ Oqv M Nb ' 40 y a~ al ID o0 0 0 C 0 7~m O M0 44 tiO O 'u1 'qH 'U1 N O M m 0 W 2 F N -aa 0 pcogOO1 O 0 CC I N U N U 7 l 00 U U.CI M qqp i5 F !%pt,�ro W F V W O w 0 w W p�q W 49 EXHIBIT D-3 CITY OF WICHITA FALLS, TEXAS REVENUE SHARING FUND COMPARATIVE BALANCE SHEET SEPTEMBER 30, 1987 AND 1986 ASSETS Cash and short-term investments Receivables: Other Total assets LIABILITIES AND FUND BALANCE Liabilities: Accounts payable - trade Fund balance: Reserved for encumbrances Unreserved: Designated for subsequent years expenditures Total fund balance Total liabilities and fund balance 1987 1986 $1,408,125 33,465 n . A A . c nn $1,718,391 8,835 $1,727,226 $ 29,903 $ 2,455 444,893 966,794 1,411,687 P 4 A A. i n n 321,211 1,403,560 1,7249771 $1,727,226 The accompanying Notes are an integral part of these financial statements. 50 EXHIBIT D-4 u CITY OF WICHITA FALLS, TEXAS REVENUE SHARING FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Revenues: Intergovernmental revenue Miscellaneous revenue: Interest Other Total miscellaneous revenue Total revenues Expenditures Excess of revenues over (under) expenditures Other financing sources (uses): Contributions from operating grants Excess of revenues and other sources over (under) expenditures and other uses Fund balance - beginning Fund balance - ending 1987 Variance - Favorable 1986 Budget Actual (Unfavorable) Actual $ - $ 21,953 $ 21,953 $ 1,199,273 82,386 82,386 87,842 2,455 2,455 - 84,841 84,841 87,842 106,794 106,794 1,287,115 106,794 106,794 1,287,115 ( 419,878) ( 419,878) - ( 1,143,589) ($ 419,878) ( 313,084) $ 106,794 143,526 1,724,771 1,581,245 $ 1,411,687 $ 1,724,771 The accompanying Notes are an integral part of these financial statements. 51 EXHIBIT D-5 CITY OF WICHITA FALLS, TEXAS CIVIC/COMMUNITY PROMOTION FUND COMPARATIVE BALANCE SHEET SEPTEMBER 30, 1987 AND 1986 ASSETS 1987 1986 Cash and short-term investments $ 12,157 $ 11,792 Receivables: Other 5,261 3,632 Prepaid items 299 188 Total assets $ 17,717 $ 15,612 LIABILITIES AND FUND BALANCE Liabilities: Accounts payable - trade $ 12,292 $ 9,743 Accrued payroll 5,119 5,235 Payable to other City funds - 378 Total liabilities 17,411 15,356 Fund balance: Reserved for encumbrances 2,955 68 Reserved for prepaid items 299 188 Unreserved: Undesignated ( 2,948) - Total fund balance 306 256 Total liabilities and fund balance $ 17,717 $ 15,612 The accompanying Notes are an integral part of these financial statements. 52 EXHIBIT D-6 CITY OF WICHITA FALLS, TEXAS CIVIC/COMMUNITY PROMOTION FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Revenues: Miscellaneous revenue: Rents and concessions Interest Total revenues Expenditures: Administrative services division: Personnel services Supplies and materials Maintenance Utilities and other services Total administrative services division Capital outlay Total expenditures Excess of revenues over (under) expenditures Other financing sources (uses): Operating transfers in Excess of revenues and other sources over (under) expenditures and other uses Fund balance - beginning Fund balance - ending 1987 Variance - Favorable 1986 Budget Actual (Unfavorable) Actual $ 174,500 $ 173,608 ($ 892) $ 173,093 2,000 - ( 2,000) 1,541 176,500 173,608 ( 2,892) 174,634 167,930 156,406 11,524 159,557 16,488 15,796 692 19,015 72,423 35,076 37,347 29,111 109,741 98,476 11,265 88,938 366,582 305,754 60,828 296,621 6,706 6,706 - 5,545 373,288 312,460 60,828 302,166 ( 196,788) ( 138,852) 57,936 ( 127,532) 196,600 138,902 ( 57,698) 60,870 ($ 188) 50 $ 238 ( 66,662) 256 66,918 $ 306 $ 256 The accompanying Notes are an integral part of these financial statements. 53 EXHIBIT D-7 CITY OF WICHITA FALLS, TEXAS HOTEL/MOTEL TAX FUND COMPARATIVE BALANCE SHEET SEPTEMBER 30, 1987 AND 1986 1987 1986 ASSETS Cash and short-term investments $ 186,687 $ 376,164 Receivables: Taxes and assessments 148,260 131,275 Other 678 773 Prepaid items 4,547 - Total assets $ 340,172 $ 508,212 LIABILITIES AND FUND BALANCE Liabilities: Accounts payable - trade $ 13,264 $ Other liabilities 3,206 - Total liabilities 16,470 - Fund balance: Reserved for encumbrances 114,238 Reserved for prepaid items 4,547 - Unreserved: Undesignated 204,917 508,212 Total fund balance 323,702 508,212 Total liabilities and fund balance $ 340,172 $ 508,212 The accompanying Notes are an integral part of these financial statements. 54 EXHIBIT D-8 CITY OF WICHITA FALLS, TEXAS HOTEL/MOTEL TAX FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Revenues: Taxes: Hotel/motel tax Penalty and interest Total taxes Miscellaneous revenue: Interest Total revenues Expenditures: Administrative services division: Maintenance Utilities and other services Total expenditures Excess of revenues over (under) expenditures Other financing sources (uses): Operating transfers out Excess of revenues and other sources over (under) expenditures and other uses Fund balance - beginning Fund balance - ending 1987 Variance - Favorable 1986 Budget Actual (Unfavorable) Actual $ 550,000 $ 515,220 2,000 2,423 552.000 517.643 15,100 18,890 567,100 536,533 ($ 34,780) 423 ( 34,357) 3,790 ( 30,567) 319,419 205,180 114,239 378,133 376,961 1,172 697,552 582,141 115,411 ( 130,452) ( 45,608) 84,844 $ 550,265 1.725 551,990 20,710 572,700 382,945 382,945 189,755 ( 193,96711 ( 138,902) 55,065 ( 60,870) ($ 324,419) ( 184,510) $ 139,909 128,885 508,212 379,327 $ 323,702 $ 508,212 The accompanying Notes are an integral part of these financial statements. 55 EXHIBIT D-9 CITY OF WICHITA FALLS, TEXAS COMMUNITY DEVELOPMENT BLOCK GRANT FUND COMPARATIVE BALANCE SHEET SEPTEMBER 30, 1987 AND 1986 ASSETS 1987 1986 Receivables: Government agencies $2,253,205 $2,597,889 Prepaid items 18,000 18,000 Total assets $2,271,205 $2,615,889 LIABILITIES AND FUND BALANCE Liabilities: Bank overdraft $ 60,289 $ 124,055 Accounts payable - trade 276,582 21,079 Accrued payroll 7,188 6,513 Payable to other City funds - 470 Other liabilities 21,890 3,735 Total liabilities 365.949 155.852 Fund balance: Reserved for encumbrances 414,074 1,227,729 Reserved for prepaid items 18,000 18,000 Unreserved: Designated for subsequent years expenditures 1,473,182 1,214,308 Total fund balance 1.905,256 2.460.037 Total liabilities and fund balance $2,271,205 $2,615,889 The accompanying Notes are an integral part of these financial statements. 56 EXHIBIT D-10 CITY OF WICHITA FALLS, TEXAS COMMUNITY DEVELOPMENT BLOCK GRANT FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Revenues: Intergovernmental revenue Miscellaneous revenue: Other Total revenues Expenditures Excess of revenues over expenditures Other financing sources (uses): Contributions from operating grants Excess of revenues and other sources over (under) expenditures and other uses Fund balance - beginning Residual equity transfer Fund balance - ending 1987 Variance - Favorable 1986 Budget Actual (Unfavorable) Actual $ 1,263,000 $ 1,263,000 $ - $ 1,454,000 - 4,989 4,989 35,199 1,263,000 1,267,989 4,989 1,489,199 1,263,000 1,267,989 4,989 1,489,199 ( 1,802,519) ( 19802,519) - ( 1,720,864) ($ 539,519) ( 534,530) 2,460,037 ( 20,251) $ 1,905,256 $ 4,989 ( 231,665) 2,691,702 $ 2,460,037 The accompanying Notes are an integral part of these financial statements. 57 EXHIBIT D-11 CITY OF WICHITA FALLS, TEXAS SPECIAL REVENUE FUND COMPARATIVE BALANCE SHEET SEPTEMBER 30, 1987 AND 1986 1987 1986 ASSETS Cash and short-term investments $ 453,554 $ 359,048 Receivables: Other City funds - 188 Other 940 994 Prepaid items 80 837 Total assets $ 454,574 $ 361,067 LIABILITIES AND FUND BALANCE Liabilities: Accounts payable - trade $ 6,626 $ 6,461 Other liabilities 16,676 576 Total liabilities 23,302 7,037 Fund balance: Reserved for prepaid items 80 837 Unreserved: Designated for subsequent years expenditures 431,192 353,193 Total fund balance 431.272 354.030 Total liabilities and fund balance $ 454,574 $ 361,067 The accompanying Notes are an integral part of these financial statements. 58 EXHIBIT D-12 CITY OF WICHITA FALLS, TEXAS SPECIAL REVENUE FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Revenues: Miscellaneous revenue: Fees and donations Rents and concessions Sale of fixed assets Interest Other Total revenues Expenditures: Administrative services division: Personnel services Supplies and materials Maintenance Utilities and other services Total administrative services division Capital outlay Total expenditures Excess of revenues over (under) expenditures Fund balance - beginning Fund balance - ending 1987 Variance - Favorable 1986 Budget Actual (Unfavorable) Actual $ 446,283 $ 446,283 $ - $ 237,125 16,670 16,670 - 21,107 - - - 2,075 24,877 24,877 - 21,056 342 342 - 412 488,172 488,172 - 281,775 3,243 - 3,243 - 110,934 46,175 64,759 19,806 322,620 73,222 249,398 23,711 249,163 147,096 102,067 123,785 685,960 266,493 419,467 167,302 155,235 144,437 10,798 7,988 841,195 410,930 430,265 175,290 ($ 353,023) 77,242 $ 430,265 106,485 354,030 247,545 $ 431,272 $ 354,030 The accompanying Notes are an integral part of these financial statements. 59 EXHIBIT D-13 CITY OF WICHITA FALLS, TEXAS SECTION 8 HOUSING FUND COMPARATIVE BALANCE SHEET SEPTEMBER 30, 1987 AND 1986 ASSETS Cash and short-term investments Receivables: Other City funds Government agencies Prepaid items Total assets LIABILITIES AND FUND BALANCE Liabilities: Bank overdraft Accounts payable - trade Accrued payroll Payable to other City funds Payable to government agencies Other liabilities Deferred revenue Total liabilities Fund balance: Reserved for encumbrances Reserved for prepaid items Unreserved: Designated for subsequent years expenditures Total fund balance Total liabilities and fund balance 1987 1986 $ 43,268 $ - 754 21,231 94,304 90,191 73,664 $ 1541690 $ 168,722 2,255 3,535 85,017 43,243 20.640 154,690 6,480 90,191 $ 90,720 757 3,092 224 1,586 72.343 166,722 73,664 ( 96,671) ( 73,664) $ 154,690 $ 168,722 The accompanying Notes are an integral part of these financial statements. 60 EXHIBIT D-14 CITY OF WICHITA FALLS, TEXAS SECTION 8 HOUSING FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Revenues: Intergovernmental revenue Miscellaneous revenue: Interest Total revenues Expenditures: Administrative services division: Personnel services Supplies and materials Maintenance Utilities and other services Total administrative services division Capital outlay Total expenditures Excess of revenues over expenditures Fund balance - beginning Fund balance - ending 1987 Variance - Favorable 1986 Budget Actual (Unfavorable) Actual $ 1,239,785 $ 1,083,869 ($ 155,916) $ 969,160 - 225 225 2,000 1,239,785 1,084,094 ( 155,691) 971,160 104,931 92,320 12,611 93,513 7,859 3,345 4,514 790 2,033 93 1,940 984 1,109,810 981,975 127,835 874,374 1,224,633 1,077,733 146,900 969,661 15,152 6,361 8,791 1,499 1,239,785 1,084,094 155,691 971,160 $ - - $ - - The accompanying Notes are an integral part of these financial statements. 61 EXHIBIT D-15 Receivables: Government agencies Total assets CITY OF WICHITA FALLS, TEXAS RENTAL REHABILITATION PROGRAM FUND BALANCE SHEET SEPTEMBER 30, 1987 ASSETS LIABILITIES AND FUND BALANCE $201251 $201251 Liabilities $ - Fund balance: Unreserved: Designated for subsequent years expenditures 20,251 Total liabilities and fund balance $20,251 The accompanying Notes are an integral part of these financial statements. 62 CITY OF WICHITA FALLS, TEXAS RENTAL REHABILITATION PROGRAM FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1987 Revenues: Intergovernmental revenue Expenditures: Administrative services division: Maintenance Excess of revenues over (under) expenditures Fund balance - beginning Residual equity transfer Fund balance - ending EXHIBIT D-16 Variance - Favorable Budget Actual (Unfavorable) $ $ 44,500 $ 44,500 132,410 44,500 87,910 ($ 132,410) - $ 132,410 20,251 $ 20,251 The accompanying Notes are an integral part of these financial statements. 11 THIS PAGE IS INTENTIONALLY LEFT BLANK. I 1 I 17 P, 1 DEBT SERVICE FUND The Debt Service Fund, also known as the Interest and Sinking Fund, is established by ordinances 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 fund is also used to provide for the payment of paying agent fees. 1 I �1 J 11 EXHIBIT E-1 CITY OF WICHITA FALLS, TEXAS DEBT SERVICE FUND COMPARATIVE BALANCE SHEET SEPTEMBER 30, 1987 AND 1986 ASSETS Restricted assets: Cash and short-term investments Receivables: Taxes (net of allowance for uncollectible taxes of $178,201 and $152,251) Total assets LIABILITIES AND FUND BALANCE Liabilities payable from restricted assets: Deferred revenue Fund balance: Designated for debt service Total liabilities and fund balance 1987 1986 $248,529 $224,506 388,516 405,313 $637,045 $629,819 $367,744 $384,776 269,301 245,043 $637,045 $629,819 The accompanying Notes are an integral part of these financial statements. 64 EXHIBIT E-2 CITY OF WICHITA FALLS, TEXAS DEBT SERVICE FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Revenues: Taxes: Ad valorem taxes Miscellaneous: Interest Total revenues Expenditures: Principal retirement Interest and paying agent fees Total expenditures Excess of revenues over expenditures Other financing sources (uses): Operating transfers in Proceeds of refunding bonds (net) Payment to refunded bond escrow agent (net) Total other financing sources (uses) Excess of revenues and other sources over expenditures and other uses Fund balance - beginning Fund balance - ending 1987 Variance - Favorable 1986 Budget Actual (Unfavorable) Actual $2,285,711 $ 2,263,882 ($ 21,829) $ 2,654,730 7,000 48,796 41,796 76,572 2,292,711 2,312,678 19,967 2,731,302 305,000 305,000 - - 1,987,711 1,983,420 4,291 904,357 2,292,711 2,288,420 4,291 904,357 - 24,258 24,258 1,826,945 - - - 200,000 - - - 22,169,613 - - - ( 24,187,429) - - - ( 1,817,816) $ - 24,258 $ 24,258 9,129 245,043 235,914 $ 269,301 $ 245,043 The accompanying Notes are an integral part of these financial statements. i I I 1 THIS PAGE IS INTENTIONALLY LEFT BLANK. I I I I I I CAPITAL PROJECTS FUNDS The Capital Projects Funds are used to account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by Proprietary Funds). The six Capital Projects Funds are as follows: 1980 General Improvements This fund was established to account for the projects financed by the 1980 General Obligation Bonds. Significant projects accounted for in this fund include drainage improvements and the installation of traffic control equipment. 1981 C.O. General Improvements This fund was established to account for the projects financed by the 1981 Certificates of Obligation. Significant projects accounted for in this fund include the construction of a solid waste transfer station and the improvements to Holliday Creek designed to increase flood control capabilities. 1981 G.O. General Improvements This fund was established to account for the projects financed by the 1981 General Obligation Bonds. Significant projects accounted for in this fund include street improvements and the construction of a storm drain. 1982 General Improvements This fund was established to account for the projects financed by the 1982 General Obligation Bonds. Significant projects accounted for in this fund include park improvements, street improvements and the construction of a softball complex. 1985 Holliday Creek Project This fund was established to account for a single project financed by the 1985 General Obligation Bonds. The project is designed to increase flood control capabilities in the Holliday Creek area. Capital Improvement Assessments This fund was established to account for special assessments which are capital in nature and enhance the utility, accessibility, or aesthetic value of the affected properties. Significant projects accounted for in this fund are streets and sidewalks. I m 1n V tO O O O n N 1n N 1n tO O ,c m 1n 1n ,c O a Ln m O n O o tO ,O 1n I N t•1 n O ,O CO Ln OD M N tO N m m V m 002 CO m,D N m N m OD NLn a ,O 1n^n 0a E H ^ m .. a� OD m ^ ^ ry H iC to a N ^ N N ^^ ^ N W b O O N ,D V O 1n In ry N n ^ CO O E+ 1n n a N O n ry n n m t•1 N O ry ^ 1 ,O m O ,O I CO ^ tO 1n n t+l O P co Ln to ,D a m ,n 1n 1n ,n a OD in n ^ N ^ V n n m O ^^ !D ^ m m a m a m a m m 1n N N N ^ ^ N I I a+ m C a+ H m C %O N Ln f•1 N co 'n+I ^ >OOiOO m 1n O1n 1n I lLn o my N 1n ^ d' O N CO O r1 O O O^ ^ 1n 'O Ad U 1 1 co m m 1 � I m � N O m O -'1 m m O In ,D N O ^ n m^ N m N d' in m 'i w O ^ O U N N - M m m N m x N N N N ,D co m to ^ 41 O m ,D ,D O In In .1 C c0 m m n n co O w O N N 6 1 1 ,O 1 O 1 I O 1 O C ^ O O m CO m m m m N m n N O N Ln^ lQuJ H O O 0 W W E ^ ^ ^ E ,im W H El; i uxi m a a m w m .1 m 4 EA U - ro ++ m m ,D ,D ,D ,D a U i. 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I I F I 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 cost of providing the service to the general public on a continuing basis be recovered primarily through user charges. The Enterprise Funds include the following: Airport Fund The Airport Fund was established for control of the operating revenue and expenses of the Wichita Falls Municipal Airport. The airport is operated upon land leased from the Department of Defense and commercial aviation shares the facilities and runways of Sheppard Air Force Base. Transit Fund The Transit Fund accounts for the operation of the Wichita Falls Transit System. The system is supported from passenger fees, subsidies from the General Fund and subsidies from the Urban Mass Transportation Administra- tion. Sanitation Fund The Sanitation Fund was established to account for the operating revenue and expenses associated with the collection of residential garbage and refuse produced by commercial establishments within the City of Wichita Falls. Although a program of the City government, the Sanitation Fund is operated as a separate enterprise and the accounting records are maintained on an enterprise fund basis. Water and Sewer Fund The Water and Sewer Fund was established for control of the operating revenues and expenses of the City of Wichita Falls water and sewer utility. To comply with bond ordinances and accounting policies, a number of funds have been established to account for water and sewer maintenance and operations, billing and collection, extensions and improvements, and debt service. 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INTERNAL SERVICE FUND ' The Internal Service Fund is used to account for the financing of goods or services provided by one department or agency to other departments or agencies of the City on a cost -reimbursement basis. ' The City's Internal Service Fund accounts for the costs associated with the operation, maintenance and replacement of the City's vehicle and equipment fleet. Divisions which use the vehicles and I equipment are charged a monthly rental fee based upon actual costs of operating each class.of vehicle or equipment. 1 11 EXHIBIT H-1 CITY OF WICHITA FALLS, TEXAS INTERNAL SERVICE FUND COMPARATIVE BALANCE SHEET SEPTEMBER 30, 1987 AND 1986 ASSETS Current assets: Cash and short-term investments Receivables: Other Inventory Prepaid items Total current assets Plant and equipment: Land and betterments Buildings, systems and improvements Furniture and fixtures Motor vehicles and equipment Less accumulated depreciation Total plant and equipment Total assets LIABILITIES AND FUND EQUITY Current liabilities: Accounts payable - trade Accrued payroll Payable to other City funds Total current liabilities Fund equity: Contributed capital Retained deficit Total fund equity Total liabilities and fund equity 1987 1986 $ 751,925 $ 586,144 347 359 331,666 292,656 717 1,419 1,084,655 880,578 206,769 206,769 4,008,948 4,008,948 6,234 6,234 13,332,988 12,089,076 17,554,939 16,311,027 ( 6,703,077) ( 5,927,114) 10.851.862 10.383.913 $11,936,517 $11,264,491 $ 261,008 $ 160,332 86,480 80,376 - 2,286 347,488 242,994 11,806,904 11,693,909 ( 217,875) ( 672,412) 11,589,029 11,021,497 $11,936,517 $11,264,491 The accompanying Notes are an integral part of these financial statements. 73 EXHIBIT H-2 CITY OF WICHITA FALLS, TEXAS INTERNAL SERVICE FUND STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Operating revenues: Rents, concessions and other Operating expenses: Personnel services Supplies and materials Maintenance and repairs Utilities and other services Insurance and contract support Depreciation and amortization Total operating expenses Operating income (loss) Non -operating revenues (expenses): Interest income Gain (loss) on sale of assets Total non -operating revenues (expenses) Income (loss) before other financing sources and (uses) Other financing sources (uses): Operating transfers in Operating transfers out Total other financing sources (uses) Net income (loss) Retained deficit - beginning Retained deficit - ending 1987 1986 $5,518,000 $3,435,989 1,036,512 1,037,704 726,308 370,248 1,280,355 1,617,232 236,072 76,392 55 1,295 1,536,084 1,456,715 4.815.386 4.559.586 702,614 ( 1,123,597) 8,288 16,359 53,738 ( 79,945) 62,026 ( 63,586) 764,640 ( 1,187,183) 2,331 514,771 ( 312,434) - ( 310,103) 514,771 454,537 ( 672,412) ( 672,412) - ($ 217,875) ($ 672,412) The accompanying Notes are an integral part of these financial statements. 74 EXHIBIT H-3 CITY OF WICHITA FALLS, TEXAS INTERNAL SERVICE FUND STATEMENT OF CHANGES IN FINANCIAL POSITION FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE ACTUAL AMOUNTS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Sources of funds: Net income (loss) Items not requiring working capital: Depreciation and amortization (Gain) loss on sale of assets Working capital provided by operations Contributed capital Proceeds from sale of assets Contributions from equity transfers Total sources of funds Application of funds: Purchase of fixed assets Transfer of assets from Enterprise Funds Transfer of assets from General Fixed Asset Account Group Total application of funds Net increase in working capital Summary of net changes in working capital: Increase (decrease) in current assets: Cash and short-term investments Receivables - other Inventory Prepaid items Net increase in current assets Increase (decrease) in current liabilities: Accounts payable - trade Accrued payroll Payable to other City funds Net increase in current liabilities Net increase in working capital 1987 $ 454,537 1,536,084 ( 53,738) 1,936,883 112,995 141,373 2,083,183 4,673 3,812 2,091,668 $ 99,583 $ 165,781 ( 12) 39,010 ( 702) 204,077 100,676 6,104 ( 2,286) 104,494 $ 99,583 1986 ($ 672,412) 1,456,715 79.945 864,248 133,703 61,394 11,560,206 12,619,551 746,110 3,947,009 7,L,840 80 11,981,967 $ 637,584 $ 586,144 359 292,656 1.419 880,578 160,332 80,376 2.286 242,994 $ 637,584 The accompanying Notes are an integral part of these financial statements. 75 ITRUST AND AGENCY FUNDS Fiduciary Funds account for assets held by the City of Wichita Falls in a trustee capacity or as an agent for other governmental units and/or other funds. Trust and Agency Funds include the following: Employee Benefit Trust Fund This trust fund is used to account for and administer group health insurance, which is self -insured by the City, and life insurance for employees and covered dependents. Social Security Fund This agency fund is used to account for the collection and payment of social security (FICA) taxes. Payroll Fund This agency fund is used 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 This agency fund is used 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 This agency fund is used 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. Deferred Compensation Fund This agency fund is used to account for contributions made by City employees to a tax deferred savings plan and the subsequent disburse- ment of contributions and interest earned upon retirement, death or ' termination of employment. n 0101 V't01nNn V ' 01 N N 0) 1n M M M O O V' ill N N O 0) t0 1n 10 n 01 01 0) V' N t0 t0 0) n M O 0) O M 01 M d' 01 r- n rn Ln v n 01 v v aND N N M N M M r 33 m Vl VT VT VT x r1 w W 0 h 0o O OD M 01 1p n n 01 V M E t0 ^ M 0o N In C1 ^ M a 0o 0) 01 1 ll 00 01 01 ill 10 N 00 n N _ 01 'w C t0 to 01 01 01 1n to t0 n d' In n M N M N M M CO. V? V? V? 0 O +i t0 t0 t0 t0 10 14 C 11 1 1 1 1 1 I w 9: "J N N N NLn N W Ln Ln 0 vt vt vt vt IV m ID v It 0 0 01 1 1 1 1 001 1 001 1 I 001 1 001 � C co C O 1n t0 01 N -H N 01 I 1 1 N 1 1 1n t0 N I N W O IJ V M U x U CC�, 1n V' O 10 M O O 00 ul 0 to a 1n a O 01 O O m 4 0 E rl fks�t n co n OD co H Im W pL4q £ U N V! V? N V? N vt a+ � ° vi )44 UW. m a ' a .- a1 w Uwi m 10o uNi Ln Ln Ln z co I I O 1 0 1 1 0 1 O14 z O E N yr yr yr yr N 4 w 004 N U Im 4 43 H J z 3 W H WI H z to 'Oqqap 1 1 1 1 I 1 1 1 I 1 1 1 I -H O E V] C a H O U W ro H H U] N U ul vt vt vt vt N U a to E ro m O rl m V 0) N M 1n 0o d N m U A m IJ 01 M M to M 0) M 4J m•� 0 'S7O I 1 1 01 to n 1 1 to N N �l1 x •roO 7 Z N N 1.I LL H (V ••- 10 n N ^ N �n n O� 3 % E W vt v1 v1 v1 � w 14 ++ O .•1 0 U � to p' U aki H m N U Po 4J tD U D. ' z 0 C ++ A I.......... ). 99: W N E to to m � C to Oz U) D 4JJ 4J N 0 -H0 W N a WI +Cd 4 1 U A 'O ' C: op m C 11 N 0 0 A m to 0 0 C 0 E rq .4 A 4 D 11 ro M m to (0 o •. O N 1 to 44 40 0 brI ri 4-4 . H�orova ' vvooto 4)4) .0 to a +-1 0 al H m to "1 4.)0 4.).-1 to GI toU l3 0 ►7 m 0 0 0 rI O C to A E E O A to 14 14 m ♦+ p A A 14 � O+ -•roi d a -14 r IO rI to > x 4 > G ro D k .G -I () >, rI U G m m Tlro++o++ 0 rI M Id �Uroro++ m �r H O CD O m 0 4 w a 0 O U C u a E-4 a w cow 76 EXHIBIT I-2 CITY OF WICHITA FALLS, TEXAS EXPENDABLE TRUST FUND - EMPLOYEE BENEFIT TRUST STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE FOR THE YEAR ENDED SEPTEMBER 30, 1987 WITH COMPARATIVE TOTALS FOR THE YEAR ENDED SEPTEMBER 30, 1986 Revenues: Contributions Miscellaneous revenue Total revenues Expenditures: Administrative services division: Personnel services Claims and administrative fees Supplies and materials Utilities and other services Total expenditures Excess of revenues over expenditures Fund balance - beginning Fund balance - ending 1987 1986 $2,096,145 $1,678,147 230 79 2,096,375 1,678,226 22,695 1,992,641 702 80.337 2,096,375 51,244 $ 51,244 1,614,974 123 57.371 1,672,468 5,758 45,486 $ 51,244 The accompanying Notes are an integral part of these financial statements. 77 EXHIBIT I-3 (Page 1 of 3) CITY OF WICHITA FALLS, TEXAS AGENCY FUNDS COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES FOR THE YEAR ENDED SEPTEMBER 30, 1987 Balance Balance October 1, September 30, 1986 Additions Deductions 1987 SOCIAL SECURITY FUND ASSETS Cash and short-term investments $ 102,414 $ 3,257,684 $ 3,360,098 $ - Receivables: Other City funds 48,851 3,519,993 3,568,844 - Government agencies 1,681 41,196 42,877 - Total assets $ 152,946 $ 6,818,873 $ 6,971,819 $ - LIABILITIES Payable to other City funds $ - $ 2,516,939 $ 2,516,939 $ - Payable to government agencies 152,946 2,364,217 2,517,163 - Total liabilities $ 152,946 $ 4,881,156 $ 5,034,102 $ - PAYROLL FUND ASSETS Cash and short-term investments $ 2,419 $21,926,892 $21,928,419 $ 892 Receivables: Other City funds 1,597 21,323,297 21,324,734 160 Total assets $ 4,016 $43,250,189 $43,253,153 $ 1,052 LIABILITIES Payable to other City funds $ 4,003 $ 1,387,715 $ 1,390,666 $ 1,052 Payable to government agencies 13 599,762 599,775 - Total liabilities $ 4,016 $ 1,987,477 $ 1,990,441 $ 1,052 The accompanying Notes are an integral part of these financial statements. 78 EXHIBIT I-3 (Page 2 of 3) CITY OF WICHITA FALLS, TEXAS AGENCY FUNDS COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES (CONT'D.) FOR THE YEAR ENDED SEPTEMBER 30, 1987 Balance Balance October 1, September 30, 1986 Additions Deductions 1987 TAX COLLECTION FUND ASSETS Cash and short-term investments $ 61,625 $ 33,138,693 $ 33,145,067 Receivables: Taxes and assessments 2,433,029 19,090,807 18,778,868 Other City funds 367 158,094 158,461 Other 5,757 10,211,804 10,217,561 Total assets $2,500,778 $ 62,599,398 $ 62,299,957 LIABILITIES Payable to government agencies $2,490,976 $ 33,855,824 $ 33,550,203 Other liabilities 9,802 6,999 13,179 Total liabilities $2,500,778 $ 33,862,823 $ 33,563,382 ACCOUNTS PAYABLE FUND ASSETS Cash and short-term investments $ 26,919 $ 55,770,934 $ 55,795,949 Receivables: Other City funds 20,014 48,061,479 48,081,493 Total assets $ 46,933 $103,832,413 $103,877,442 LIABILITIES Payable to other City funds $ 46,933 $ 357,175 $ 402,204 Total liabilities $ 46,933 $ 357,175 $ 402,204 $ 55,251 2,744,968 $2,800,219 $2,796,597 3,622 $2,800,219 $ 1,904 $ 1,904 $ 1,904 $ 1,904 The accompanying Notes are an integral part of these financial statements. 79 EXHIBIT I-3 (Page 3 of 3) CITY OF WICHITA FALLS, TEXAS AGENCY FUNDS COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES (CONT'D.) , FOR THE YEAR ENDED SEPTEMBER 30, 1987 Balance Balance October 1, September 30, 1986 Additions Deductions 1987 DEFERRED COMPENSATION FUND ASSETS Cash and short-term investments $ 415,608 $ 156,568 $ $ 572,176 Total assets $ 415,608 $ 156,568 $ - $ 572,176 LIABILITIES L Accounts payable - trade $ 415,608 $ 156,568 $ - $ 572,176 Total liabilities $ 415,608 $ 156,568 $ - $ 572,176 TOTALS - ALL AGENCY FUNDS ASSETS Cash and short-term investments $ 608,985 $114,250,771 $114,229,533 $ 630,223 Receivables: Taxes and assessments 2,433,029 19,090,807 18,778,868 2,744,968 Other City funds 70,829 73,062,863 73,133,532 160 Government agencies 1,681 41,196 42,877 - Other 5,757 10,211,804 10,217,561 - Total assets $3,120,281 $216,657,441 $216,402,371 $3,375,351 LIABILITIES Accounts payable - trade $ 415,608 $ 156,568 $ - $ 572:176 Payable to other City funds 50,936 4,261,829 4,309,809 2956 Payable to government agencies 2,643,935 36,819,803 36,667,141 2,796,597 Other liabilities 9,802 6,999 13,179 3,622 Total liabilities $3,120,281 $ 41,245,199 $ 40,990,129 $3,375,351 The accompanying Notes are an integral part of these financial statements. 80 SUPPORTING SCHEDULES THIS PAGE IS INTENTIONALLY LEFT BLANK. ii nao�Do�ovor-rnr+aowrnao�n��orn�rn rn H ~ � ~ x x W ro }� O H vO L'iI v t01/1 N n OlO O Oi N It 0 li C 01 V� -0 n 0 01 01 01 v N n 01 N rf O t0 ut n 00 N M v f+1 f+1 f+1 v v f+1 f+1 f+1 f+1 f+1 (+1 Ln nnnnnnnnnnnnnnnnnnnv v v v v v v v v v v v v v v v v v v v N t0 u1 N � N N �f �i JJf� l +J m m C N N O O O O O w w w n N N n N N N N 0 0 0 n v v O N n n a0 t0 O N N � O UI u'1 01 t0 01 O1 t�f n n N v t0 00 0) 01 N t0 N u1 f•1 N p1 t0 v O1 N N O N n�vrh rf N �Dv��t(1 t(1 rh Nrf rf NOON O m w ♦+ a Ln Ln Ln Ln to Ln Ln ui Ln 0 0 00 0 LO 0 Ln a a a v a a a v v a v v v a a v a v v a n o C ro~ N N N N N N N N N N N N N N N N N N N N 01 (Y) N �. 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O 0 C M N N N O O 0 0 M 0 O C O a N N O O C O v Ln N N 82 N N I .� w O N N k +I ro k Y O O - O O 1 O O O O O a N x to O N N d' rn w a v oro b it +i W oa o O in 01 r+1 0 O o M 0 1 in N U1 0 O o M co A N ro m o0 O o � 0 o 0 O 0 o H N N V' N Il`1111111111tll�,��; i� k N +I 0 XVO Y a O Ln N O r+O1 O f r+1 U) N O n O d rn Y m ro 4 k G � . rt w E U] a ,.a fsai z Q .... .4 i2 r U] G O .-i -4 Y 0 "4 N k m N W r ao O� O N rh a rn �O r O] 01 O N ri rn �D r co co co 01 O% O% ON O% ON 01 a% m O% O O O O O O 00 000000 �.v �.�.- - - �.�.�.— — .—NNNNN 0 0 0 0 0 O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O rn rn O O O rn O 1n O O o O o O o O O o rn rn rn 0rOv0 %O rIN�O�Nrn on O� O rh rn �O �O �OrraD aD o+O�N rn v rn%l rO+ON .- N N co co O% O% NId I rn� O O OO OO U1 O N W 01 m W 4J W O V ro Rr H x 3 G. p W w 0 W N D W W ul C ►1 N fir. 41 G £ r \ \ � r Go N \ � N rn k ro N U �mJ U z H z m J m ro cp \ o n r Ln v ►1 ro d 41 z° .� U tr k � m 9v o N'O O Ci CO o r ao - � cl for-r-o _ NOC \ q� (0m E u a Un CO o Lr M - U1 - P. \ . N co co v d' 6 W W N d +1 N OOi y> m b A d W 0) .4 y k N N ro m N k Id- 1] N Cm'. ••mi q •.ki N +m+ d 0 3 a d D w Pr N+ +1 ►1 0 0 pk 0 k 4 to41 4J 0 E m .4 ro b 0 E N a 83 EXHIBIT J-3 CITY OF WICHITA FALLS, TEXAS DEBT SERVICE COVERAGE - REVENUE BONDS SEPTEMBER 30, 1987 Water and Sewer Revenue Bonds: Net income before extraordinary item (Exhibit G-2) Add (deduct): Revenue bond interest expense and paying agent fees Depreciation and amortization Operating transfers out Contributions from operating grants Net earnings for determining debt service coverage Total principal and interest requirements Number of years remaining to pay bonds Average annual principal and interest requirement Average annual debt service coverage Maximum principal and interest requirement Maximum debt service coverage $ 2,659,152 $ 78,709 1,426,667 247,577 ( 181,356) 1,571,597 $ 4,230,749 $49,070,212 $ 2,453,511 1.72 $ 2,457,972 1.72 The accompanying Notes are an integral part of these financial statements. 84 EXHIBIT J-4 CITY OF WICHITA FALLS, TEXAS GENERAL FIXED ASSETS COMPARATIVE SCHEDULE OF GENERAL FIXED ASSETS - BY SOURCES SEPTEMBER 30, 1987 AND 1986 1987 1986 General Fixed Assets: Land and betterments $14,311,189 $14,152,913 Buildings and improvements 13,919,186 13,128,409 Machinery and equipment 3,143,900 3,000,072 Furniture and fixtures 735,666 783,352 Motor vehicles and equipment 150,555 150,555 Construction in progress 785,994 832,441 Total general fixed assets $33,046,490 $32,047,742 Investment in General Fixed Assets: From general obligation bonds $ 734,066 $ 541,149 From local revenues and contributions 3,021,443 2,174,411 From federal government contributions 2,071,224 1,732,734 From unidentified sources 27.219.757 27.599.448 Total investment in general fixed assets $33,046,490 $32,047,742 The accompanying Notes are an integral part of these financial statements. 85 Ln 1 w 00 d� i OMi I d� d� OMi 1 OMi H O H to mod' r- r- 00 W to C to to In 0 0 Q Ln1 I 1 I I Ln ( to U ttl Ln to to 9to W tR tR 1�t N N O N VD %D _O en1 01 1 1 01 N Ln �D +) 4 w +� U +•) N 01 O N N O to PG N O I %D U1 1 N N M O rl O t11 O O "4 W •O ' U O r- N Nty C r tR tR ,-I ! 00 W (1 U) �- U) H to m 4 W m ++ 01 r 00 %D to 0) 4)X Ui O; to C O O N M d' t11 00 S en 4) S qv1 d' 01 d' 00 N O .- +1 H w 4 H P4 'O C tD 00 M r ' W A W H (O > N N en r O 00 r- O U) W .- N NU) 0) — — 0) X O H +) �1 H W ro w W H W W U) ' I H W W A to M r M O M 01 1•t w z w ++ .- o N M O Ol H a� 43 01 01 o I 1 01 00 �D r- 0z N cts + 3 W w rn "' rn Ln z H Ln en en en O W '� �' +) C 0 U) W tt1 +i H a ^ 0 PO vt V? d z U H cHt3 U N r N O 0) .- r- O m a O N .-I r rn O 1 a �D a O , °r0 z w 41 a rn qv M N r a o o .- 00 en (n MIn o rn UU) m a, a e tt1 • 1 tt1 C U tD O •'i tD O -H m N O H 4 W -H U O N EI m t� m 8 C 8 N 0 -H'O m +J O 'O O O O +J W +•t tO +•t r 00 to WOUW W O ED 'O 0 N 0) to A b U a b m— tO 00 to to a to O (t1 tt3 0) tD C tD tO tD +i U 'O �.°�to�a4ibto(a (a o 4) en X 000tD0GN00 0 ••tob x -H .- ....i 10 •4 :3 •.I 0 +J U o o m d •.a H W m CO Cn CO q CO $4 4) tD H H a m $4 W d H C t~ -H C N 0 tV H •n O aJ -H 4 H N O tV r-I tD D tD D O. O .i +i 8 to A "4 044 LL N O, O p$4 +-I m 4) tt1 d $4 O +•I K O k H K Ol O 04 U m $4 $4 +•I tD +1 -H W W W U d O 'O N d Ul 86 I CITY OF WICHITA FALLS, TEXAS EXHIBIT J-6 GENERAL FIXED ASSETS SCHEDULE OF GENERAL FIXED ASSETS - BY FUNCTION AND ACTIVITY SEPTEMBER 30, 1987 Motor Buildings Machinery Furniture Vehicles Land and and and and and Construction Total Betterments Improvements Equipment Fixtures Equipment In Progress Administrative services division: Mayor and City Council General Administration $ 12,863 2,283,497 $ - 1,311,236 $ 686,711 $ 7,645 90,278 $ 5,218 59,157 $ - $ _ 136,115 Legal and City Clerk 26,706 14,539 12,167 Personnel 21,372 - - 12,742 8,630 - - Data Processing 872,473 - - 733,691 138,782 - - Library 939,494 610,870 272,051 8,189 48,384 - Municipal Court 570,528 230,000 112,788 8,640 19,100 _ Farmer's Market 946 946 Property Agent 795 - - 260 535 - - Building Maintenance Midtown 2000 15,153 418,578 - 233,798 - 184,780 10,659 4,494 - _ Auditorium/Activity Center 6,590,674 434,422 5,940,057 69,201 146,994 Community Development 84,964 78,358 6,269 337 Total administrative services division 11,838,043 2,898,684 7,4b2,656 956,181 444,407 136,115 - Police division: Police 4,243,673 1,092,914 1,205,315 1,257,037 73,134 13,030 602,243 Fire division: Fire 1,972,971 188,851 1,515,143 223,087 45,890 - - Parks and recreation division: Parks 12,804,869 9,737,912 2,858,362 198,014 10,581 = = Golf 148,302 112,539 27,544 8,219 Cemetery 24,805 15,212 9,593 - Total parks and recreation division 12,977,976 9,865,663 2,885,906 215,826 10,581 Accounting/finance division: Finance 26,789 - - 8,308 18,481 -- Tax 17,759 - - 10,514 7,245 - - Purchasing 5,726 3,169 2,557 Total accounting/ = = = = finance division 50,274 21,991 28,283 Planning division: Planning 43,721 - - 32,422 11,299 - - Public works division: Street Maintenance 193,210 29,937 83,738 72,166 7,369 - - Engineering 265,517 111,120 19,087 121,584 12,316 1,410 - Inspection 57,073 13,059 - 40,778 3,236 - - Total public works division 515,800 154,116 102,825 234,528 22,921 1,410 Health division: Health 1,206,952 76,411 770,076 157,376 19,338 - 183,751 Traffic and transportation divi Traffic Engineering 191,971 34,550 37,265 43,685 76,471 Parking Meters 5,109 1,767 3,342 Total traffic and transportation division 197,080 34,550 37,265 45,452 79,813 Total general fixed assets $33,046,490 $14,311,189 $13,919,186 $3,143,900 $735,666 $150,555 $785,994 IThe accompanying Notes are an integral part of these financial statements. 1 87 EXHIBIT J-7 (Page 1 of 2) CITY OF WICHITA FALLS, TEXAS GENERAL FIXED ASSETS SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS - BY FUNCTION AND ACTIVITY FOR THE YEAR ENDED SEPTEMBER 30, 1987 1 Beginning Ending Balance Transfers Balance 10/1/86 Additions Deletions In (Out) 9/30/87 Administrative services division: Mayor and City Council General Administration Legal and City Clerk Personnel Data Processing Library Municipal Court Farmer's Market Property Agent Building Maintenance Midtown 2000 Auditorium/Activity Center Community Development Total administrative services division Police division: Police Fire division: Fire $ 5,218 $ 7,645 $ - $ - $ 12863 2,328,559 14,611 59,673 - 2,283:497 12,404 15,094 792 - 260706 12,238 9,051 - 83 21,372 843,378 34,966 6,157 286 872,473 934,303 5,814 623 - 939494 568,383 4,593 2,448 - 570:528 - - - 946 946 795 - - - 795 16,099 - - ( 946) 15,153 418,578 - - - 418,578 ' 6,578,903 11,771 - - 6,590,674 ;! 84,964 - - - 84,964 11,803,822 103,545 69,693 369 11,838,043 3,909,882 368,319 34,864 336 4,243,673 1,951,856 2-1,'10 395 - 1,972,971 Parks and recreation division: Parks 12,438,680 593,308 224,000 ( 3,119) 12,804,869 Golf 163,666 - 15,364 - 148,302 Cemetery 23,002 4,798 2,995 - 24,805 Total parks and recreation division 12,625,348 598,106 242,359 ( 3,119) 12,977,976 Accounting/finance division: 1 Finance 21,407 5,935 - ( 553) 26,789 Tax 23,149 1,300 5,997 ( 693) 17,759 Purchasing 3,162 2,372 - 192 5,726 Total accounting/ finance division 47,718 9,607 5,997 ( 1,054) 50,274d 1 The accompanying Notes are an integral part of these financial statements. 4 88 l I EXHIBIT J-7 (Page 2 of 2) CITY OF WICHITA FALLS, TEXAS GENERAL FIXED ASSETS SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS - BY FUNCTION AND ACTIVITY (CONT'D.) FOR THE YEAR ENDED SEPTEMBER 30, 1987 Beginning Ending Balance Transfers Balance 10/1/86 Additions Deletions In (Out) 9/30/87 Planning division: ' Planning Public works division: Street Maintenance Engineering Inspection Total public works division Health division: Health Traffic and transportation division: Traffic Engineering Parking Meters Total traffic and transportation division Total general fixed assets 39,019 6,362 - ( 1,660) 43,721 177,783 13,289 719 2,857 193,210 241,061 23,867 - 589 265,517 19,503 39,364 - ( 1,794) 572073 438,347 76,520 719 1,652 515,800 1,028,598 188,928 10,574 - 1,206,952 198,043 5,542 11,278 ( 336) 191,971 5,109 - - - 5,109 203,152 5,542 11,278 ( 336) 197,080 $32,047,742 $1,378,439 $375,879 ($ 3,812) $33,046,490 The accompanying Notes are an integral part of these financial statements. 0 89 EXHIBIT J-8 M s I CITY OF WICHITA FALLS, TEXAS AIRPORT FUND PLANT, EQUIPMENT AND DEPRECIATION y FOR THE YEAR ENDED SEPTEMBER 30, 1987 Balance 10/1/86 Additions Deletions Balance 9/30/87 Plant and Equipment: Land and betterments $1,468,175 $ - $ - $ 1,468,175 ' h Buildings and improvements 1,451,662 - - 1,451,662 Machinery and equipment 9,267 - - 9,267 ' Furniture and fixtures 11,937 - - 11,937 Total plant and equipment 2,941,041 2,941,041 Accumulated Depreciation: Land and betterments 402,677 58,892 - 4610569 Buildings and improvements 391,601 30,715 - 4229316 Machinery and equipment 5,327 879 - 6,206 Furniture and fixtures 5,886 824 - 6,710 Total accumulated depreciation 805,491 91,310 - 896,801 Net plant and equipment $2,135,550 ($ 91,310) $ - $ 2,044,240 The accompanying Notes are an integral part of these financial statements. ' 90 , CITY OF WICHITA FALLS, TEXAS 1 TRANSIT FUND PLANT, EQUIPMENT AND DEPRECIATION ,- FOR THE YEAR ENDED SEPTEMBER 30, 1987 Balance 10/1/86 Plant and Equipment: Land and betterments $ 39,814 Buildings and improvements 626,868 Machinery and equipment 60,801 Furniture and fixtures 5,456 Total plant and equipment 732,939 Accumulated Depreciation: Buildings and improvements 20,715 Machinery and equipment 17,121 Furniture and fixtures 1,381 Total accumulated depreciation 39,217 Net plant and equipment $ 693,722 Additions 8,402 8,402 Deletions EXHIBIT J.-9 Balance 9/30/87 $ 39,814 626,868 69,203 5,456 741,341 7,989 - 28,704 5,943 - 23,064 356 - 1,737 14,288 - 53,505 ($ 51886) $ - $ 687,836 The accompanying Notes are an integral part of these financial statements. 91 EXHIBIT J-10 CITY OF WICHITA FALLS, TEXAS SANITATION FUND PLANT, EQUIPMENT AND DEPRECIATION FOR THE YEAR ENDED SEPTEMBER 30, 1987 Balance Transfers Balance 10/1/86 Additions Deletions In (Out) 9/30/87 Plant and Equipment: Land and betterments $ 655,704 $ - $ 2,012 $ - $ 653,692 Buildings and improvements 2,190,972 25,454 - - 2,216,426 Machinery and equipment 89,580 11,884 2,915 ( 2,889) 95,660 ' Furniture and fixtures 4,750 - - - 4,750 Motor 2,896 2,896) vehicles and equipment - - ( - Total plant and equipment 2,943,902 37,338 4,927 ( 5,785) 2,970,528 ' Accumulated Depreciation: Land and betterments 10,225 1,858 532 - 11,551 Buildings and improvements 187,958 45,885 - - 233,843 Machinery and equipment 36,305 7,110 958 ( 98) 42,359 Furniture and fixtures 2,940 375 - - 3,315 Motor vehicles and equipment ?,014 145 145 ( 1,014) - - Total accumulated depreciation 238,442 55,373 1,635 ( 1,112) 291,068 Net plant and equipment $2,705,460 ($ 18,035) $ 3,292 ($ 4,673) $ 2,679,460 The accompanying Notes are an integral part of these financial statements. 92 1 m O N in Ln r m m O (n n a al +) C N o lD co o w t V o v m N rn_ �n V m m ll fD mo m V (n M �+ t+f o41 V 1 � n n rn o a ri Ln cD o o n Ln D m m (n o+ r a G O N r�m O r m D rl Ln cn fD m r ul _o ,... E m 4 .1 0 "a fD fD fD N O O m O .- r O m N O N cn N V N VY N N N Ln N 1 x W m m m m O D r N O m %D O o D V (n ^fDr V N 1 m mm Oi D 1 O l %D to fD ^rr l V 1 D m r C\ fD l oD m ll V fn o V 1 V lD h (n N m %D h^ V OD �0 O O O N in N O ^ o N O V f+l h N V in 01 N, DD m e+l V f+l r ff( ' N Vi N N N C m of n fn .O r wen r M D r� r ♦! .f 1 m 1 I I 1 1 1 I 1 1 m t 1 m en m in m m If ❑ N N N N N N 'p m Of 0 r fD O O N fn n m fD m fh r m C M Ln o m D N+ o r O fn m O M D it O D a r fn 1 1 1 V c I r fD fD m V I I m .f �+ 6T m m % O c+ ao ' N .1 N V f+l w �n r N O v m N m fp In In N t+l b f> N N fA v> N o aD in V 0 h r Ow m o in in 0 0 o fD in CO %D h in m m o m to 'n r n r m m ID m m e V 1 d 1 O h fD 1 V •- O l fD V 1 m I C\ m V m a% fn (nV 16 Of r %D th th r N O ill r ill f'f r V f+l N m 4Jsy JY1)Y d\ f0 r N m V " %D f0 N V wl oD O fn N O O m ^ 7. .h- N N O N N N fA v> N 1i E W E H ❑ C,2 fn oD m V to •' V O m r r ill V h oD V V V m o m V m m O (n N M lD O V V O t+l O h V V r m l .- ill V fD l N fD m N oD - - N - cD V r CW. fai7 V m • - a m S "Iill O N V m co V fn N O o r N Ln oD oD oDO m %D ill N V QD O m f'1 coo V V f'1 r Ln m tD o-7 (a7 E ..1-pil \ N = c N f1D m N ' c : V N N cq N O N N m N O n co foal N �P N N N N N N Vf E N [y T. WW s s W O � 0 I 1 I N frl 1 OOi 1 a W ►i i� W 1 fn 1 1 . I t 1 I I 1 . `,' O E Ol Oyp C o v d v v >+ W >4 N C E al EH C N N N N N N U v v a w O 0 0 n a 0 c! ^ v .f 1 V 'n e"f 1 1 fn 1 I 1 1 1 1 I V m m I I fn a+ 0Q m - - O V D O v 0 fA C .bl m fD O ill O V ill in fno N fD fD m fD O tD t+l a C o fn in � ul o oD to r o o o N fD O r m V O I r m 1 m m 0 n m .0 N l co m .f it .+ O v O N o O N r n N t+f V r O a fn O N o en fD v b fn ; N f+1 r+l ^ N 0 o r m m Ln N N H N N N t+l oD m N 0 mO I- ill ill O m V cq V O O r .D tD N N N V V N N m N O m m r N m N O a oD N N m m V O fD N m m 0 m O V N CD m V on o C\ N - In .- V fn O fn o %D f+l oD r N N NV oD oD �q \ r aD fD N v rn O fn n oD r o N fD m ul ul m ul rn N fn N m v fp N V tD m {q f+l N In r fn m .- m fA O .- m N in r r N v B s" +ml b s" a ap al r. m m C m v m al m H m % 0 H m x M iD H m >< C IA m m +l It If 0 iD a+ .f Ll it H m 0 'O .f It al 'OC/f it C m to m W C to I m G al m al C N m m W C m G to .f m m C p + C w m m 10 m Id 4J > O1 C OUO yy 46 .8> C m O N .f w Ff al O al .f .f aC r40 m Lf C N m mIO JO , $4 V m mN U al b4m1m � ++m�O14mU �mp $4 H° b F m >yy HggF�Nmpp+f 3 ❑ N V .f .f .i M it bl m 'O .f 414l m . V If .f .f $4 al b in 'O .4 'O C C U O1 C O m C O O O O C .f C U �C$4 CC .00 $4 & N al C 0 $°f 0 1H W EU a "yOyU° 0 m mpm xU 93 EXHIBIT J -12 CITY OF WICHITA FALLS, TEXAS INTERNAL SERVICE FUND PLANT, EQUIPMENT AND DEPRECIATION FOR THE YEAR ENDED SEPTEMBER 30, 1987 Balance Transfers Balance 10/1/86 Additions Deletions In (Out) 9/30/87 Plant and Equipment: Land and betterments $ 206,769 $ - $ - $ - $ 206,769 Buildings and improvements 4,008,948 - - - 4,008,948 Furniture and fixtures 6,234 - - - 6,234 Motor vehicles and equipment 12,089,076 2,083,183 851,185 11,914 13,332,988 Total and equipment 16,311,027 2,083,183 851,185 11,914 17,554,939 i plant Accumulated Depreciation: Buildings and improvements 238,993 80,084 - - 319,077 2,556 539 3,095 Furniture and fixtures - - Motor vehicles and equipment 5,685,565 1,455,461 763,550 3,429 6,380,905 Total accumulated depreciation 5,927,114 1,536,084 763,550 3,429 6,703,077 Net plant and equipment $10,383,913 $ 547,099 $ 87,635 $ 8;485 $10,851,862 The accompanying Notes are an integral part of these financial statements. 94 ' Fl L, I 1 1j, 1 STATISTICAL SECTION L VI ^ 0 N M U1 10 1D O 0 OD01 14 O O 1D 01 m O 1D M M H N r M M 10 n N r r N R7 a M OD N W a r M M o L O M O . O O V' _ x d 10 r 01 01 N O CO 01 W N N N M N N N N R O CN NOD coo r ko 1n0 n M OD N r ro m N O O p ft N T to O1 v w4 O 01 N t0 O M O r OOi Yd aT W m O to Ul U) O M N N F $+ E M O •- V' O 0) V O O en N O r O r 1D OD U) N O N 1D n r i11 r M 01 N r-1 01 n 01 N O N to N C1 ro r M O N M Ln M M 0 P OD (INa M v W n rn 1 N V O N r M OD m o a L' 1°tD rn 1 v O`DD 1rD O •,I m Ay H 01 M N en N M A M 0 n ' �M- N U) Oo r r N N M 1f1 01 CO r ID Il1 Ill _z c`W N a a (O 111 kO ^ O r el' r- T N CZ a r o n L7 In Z W A C N 01 OO N Il1 O Il1 01 In M a ID 01 to 01 N r kO M O %0 SG M N N -W O _ r Ch M d' N W z A w E O J M N N z z Ul U D a z -- a M 10 01 O v 10 a W !A U -1 111 n M M M r M r G. N N 41 r N tD 01 1D Cl O N 4 A W G ro A O O a r r M O M 111 01 E �+ •'1 O N en U) r 10 co O N 10 M Ga U N N N N In In �r In U) a u [U�37 M a U 3 F o M M G, A W OD N 0 V' In 10 O z G O M O O M m a tD v yy ro'j l tp cc co = Cl N It M D+ Pwxi W W E OO ro OD o In W I I0 ID OD H U N rt U .N•- N U) N eon %00 Lnn rn ON .7 LL ) N N N N N N N F �1 N z z v M M r Y1 1p U1 N 1D W a CO M M n ao Ion m +i M d' In N v 00 N N O t} a Ga O N In C1 M O M 01 1D O N W UJ z w V M In (71 r M O r M r N d' N O n 01 M CO U N 0) M O N � a 01 O ID +i O 1D r M U1 In 01 r N N O -0 N Ul N O 10 M e} N P. N M M e} In In 10 tD n n N N > _ N m N co 10 v n M O v N d0 to 10H r �? r 1p M �? In O N N U +I wi r OD O 10 O C1 N N m >• N M 01 a} O w 1D 01 n +i H 01 OD M 1D In O N U1 co 01 C N •e EnN N M V' d' In b OD 01 O N M -0 In kO r rl r r OD eD eD o co ro co OD row rn rn rn rn a1 a1 rn m m a1 o a m al i i i i i i i i i ie r O 01 O N M OD 10 rk W r 1- n OD 0 OD OD OD OD o 0 rn O1 D1 rn rn rn 01 m rn m 95 1 1 1 1 1 1 1 1 N h 01 h O N M d' OD M Ln O o Ln d' 10 d' h M M d' O h 10 N Co 01 O fN rl EI ro Ln N N CO h N O H +I Co N ON M ql O 01 d' CD t0 O rn d' 10 Ln Co d' h Ln Ln H x EI 10 CO M d; �r1 aD t0 10 �► N N N N N N N W +� m OM OD — h M M OD M M M y 0) 01 O o 0 h — 01 OD O Ln a� M L11 01 h OD N h O h 0) N Ln N Co h O O .-1 h h N 01 — M d' OD NNM CD U u rl Vi H ) ro Y� N 10 u1 N h CO 01 d' Ln 01 a 9 4) d' h Co en h OD — N d' z O O 1D h h N M Ln O M (1 O W O A ' ' M OD M 1D d' 00 10 10 h d' O N O Ln Ln %D Ln d� d� 10 f!a Q w [*� EI � p4)) $4 N 1 N C) VT w aa a +1 E4 H OG w z U) w a � Ac U) M OD Ln N N d' OD h k+ W M d' d' O O h d' u1 10 Gj A) M 10 O Co fn Ln N O -0 H OUri i 01 O ir1 O1 Cl CD M �n 10 O H r7p G4 d' i11 1") M Co O i11 fn d' Vi d' Ln Ut 1D CD h Co Co Co Ufly H U 3 CO H O U1 N 'd' en M m 10 00 M M 01 W z N to M Co — 10 d' M m N h h N E z E O 'd +411 H w G) 0 Qg Co N M Ln d' N 1") O M U >W E-1 U ro OD N O M fn OD d' 10 u1 U) M N N N M a a a vt a a u1 01 d' 1D 01 O O O OD h z m to 01 N h u1 01 O 10 10 W 0) G) O i11 N 10 M 10 $4 0 rf co d' d' N d' 01 ro w' h M 10 h Ln $4 N N 111 N fn d' 01 U) NN cli fn OD OD h O Co 10 11 N O OD O h O Co 10 h Co 10 h to 4) OD 01 N h h M 1D OO M OD x i11 10 01 — h N h N N N 10 d' O M HUt 01 M 111 10 Co O w N N N N co .� h Co Co co O OD Co OD OD ro$4 rn 01 rn 01 rn rn 01 rn rn ON to 1 1111 ) rl y1 h d] 01 O N M � 10 h h h Co 03 Co OD CO OD CO 01 01 01 Ol Ol Ol Ol 01 Ol 01 96 EXHIBIT K-3 CITY OF WICHITA FALLS, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS - LAST TEN FISCAL YEARS (UNAUDITED) Total Collections Percent Delinquent as Percent Fiscal Total Current Tax of Levy Tax Total Tax of Current Year Tax Levy Collections Collected Collections Collections Levy 1977-1978 $ 6,216,950 $ 6,085,516 97.89% $126,174 $ 6,211,690 99.92% 1978-1979 7,050,216 6,896,264 97.82% 118,793 7,015,057 99.50% , 1979-1980 7,582,393 7,383,608 97.38% 129,220 7,512,828 99.08% 1980-1981 9,315,184 9,031,661 96.96% 152,342 9,184,003 98.59% 1981-1982 10,896,934 10,508,375 96.43% 181,577 10,689,952 98.10% 1982-1983 12,490,900 11,900,747 95.28% 249,522 12,150,269 97.28% 1983-1984 14,050,573 13,524,855 96.26% 301,973 13,826,828 98.41% 1984-1985 14,199,969 13,722,790 96.64% 497,660 14,220,450 100.14% 1985-1986 13,940,609 13,479,038 96.69% 399,623 13,878,661 99.56% 1986-1987 14,401,856 13,743,656 95.43% 378,280 14,121,936 98.06% 1. 'f 97 I ro as O a It b 14 H W ro W ro dv dv dv dv dP dP dP dv P dP m ai w m o ro o 0 0 0 0 0 0 0 0 0 O N E4 6 r1 N 'ri to O O O O O O O O O O o rn 0 4.1 � h h h O O O O O O O N W U ro a a M O ID N V W N O t- o O -0 N O) 0 01 W rl +1 ro O ID ID O h 00 Lf1 01 O M 6 O a 01 +1 ro CD en N N N Lf1 ID U1 y :j OD ID O V' lf1 O co Ln N W 4J CO 01 O N V CO CO O N M rl N ro 0 E4 ID O a N .- a 1D N O h U1 O h a N OD a1 a1 h a N ID M w U1 N N N O) W O CO O CO h CO U1 C O M N V 01 en 01 01 en a h a1 O V] .i h O N a1 O V' v ID ID h d ro to > �D h CO _- N N N tf1 kD tf1 h Lf1 a Lf) O 00 U1 N Q ID ID h N a O O O N M N d M O tf1 O Ln N N V:3 ID Lf1 h 01 U1 Ln O co N d rI 01 O1 co O M 01 O h .- a ++ ro O M to i O M M a �D M .� 6 tf1 N h 01 a Ln r- 1D .- `4 'i O O M O Ln N O M N 01 0) N 1D M U1 V' O 01 CO to W 4-1 M U9 01 en OD h V' %D co O O U N N N M M Vl v v v tf1 w a V). ro R O N w N a 1 i 1 1 I 1 M h a1 lf1 CO Lf1 N N h 1D O O1 tf1 Lf1 O OD N T7 %D h M O M 01 CO h V N d - N M r- t11 .1 01 r- "o M V0 Lf1 r- .- 0 h M M O LnN CO ffl N m y 9 w tf1 .- Ln 01 lfl a %D o O M o h v t0 CD O .- N M M V0 V0 V' V' tf1 N N h 10 h M O1 V' O 01 10 C! ID V' fn V' 10 N O CD O O N V' N tf1 a1 h h if1 O CO W .-I .+ to h N C _• O h _• ro> O O O u1 00 M 10 N h E N d OD 01 M +� ro v 01 01 tD a0 V' N h h 01 to � V' O CD O �D N M OD M O W 41 10 h h a1 O M v Lf1 h O - 1 a 1 1 m m Ln h m 01 V' 01 %D OD %0 V 0N _O OD OD O h 01 tf1 01 h O a) 10 W tf1 01 Lf1 N - OD h �- VI 0) v O %D O Ln;D M %0 N h to :3 01 tf1 OD a1 M %0 M V' CO d 'i N to O t0 N t0 CO v N h h 01 to 7 tf1 01 U1 O %0 N M OD M O v v u1 01 O m OD N CO a1 O N M V' U1 t0 h .i h h O CO OD O O OD O O ro N 01 rn a1 ON a1 01 a1 U ro _rn _m _IN N W 1 1 1 1 I 1 1 1 I 1 +i >4 h O a1 O N M V' Lf1 t0 [ci h h h co O co co 00 OD O 01 01 01 a1 O1 al 01 01 01 01 98 EXHIBIT K-5 r CITY OF WICHITA FALLS, TEXAS PROPERTY TAX RATES AND TAX LEVIES - ALL OVERLAPPING GOVERNMENTS - LAST TEN FISCAL YEARS (UNAUDITED) Fiscal Year 1977-1978 1978-1979 1979-1980 1980-1981 1981-1982 1982-1983 1983-1984 1984-1985 1985-1986 1986-1987 1977-1978 1978-1979 1979-1980 1980-1981 1981-1982 1982-1983 1983-1984 1984-1985 1985-1986 1986-1987 Notes: WFISD CVISD City School (1) School (2) County $1.01 1.04 1.00 .75 .75 .69 .75 .69 .63 .62 $ 6,216,950 7,050,216 7,582,393 9,315,184 10,896,934 12,4901900 14,050,573 14,199,969 13,940,609 14,401,856 Tax Rates Per $100 Valuation $1.17 $1.67 $ .87 1.17 1.67 .87 1.06 .89 .87 .74 1.07 .87 .73 1.07 .31 .69 .69 .22 .74 .67 .25 .74 .58 .25 .87 .64 .24 .82 .75 .24 $ 7,397,146 8,193,611 7,862,586 9,234,676 10,427,882 12,233,330 13,541,058 14,642,156 18,631,889 18,270,216 Tax Levies $270,537 327,917 279,632 402,354 402,523 488,457 487,548 479,099 538,827 669,201 $3,717,862 4,169,834 4,622,135 4,551,667 4,551,700 6,858,581 7,254,768 7,680,915 7,763,760 7,916,250 State Total $ .10 $4.82 .10 4.85 - 3.82 - 3.43 - 2.86 - 2.29 - 2.41 - 2.26 - 2.38 - 2.43 $363,401 $17,965,896 452,303 20,193,881 - 20,346,746 - 23,503,881 - 26,279,039 - 32,071,268 - 35,333,947 - 37,002,139 - 40,875,085 - 41,257,523 (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 99 ' EXHIBIT K-6 CITY OF WICHITA FALLS, TEXAS SPECIAL ASSESSMENT COLLECTIONS - LAST TEN FISCAL YEARS (UNAUDITED) Current Current Ratio of Fiscal Assessments Assessments Collections Year Due Collected to Amount Due 1977-1978 $521,762 $172,142 32.99% 1978-1979 585,315 146,011 24.95% 1979-1980 578,872 109,360 18.90% 1980-1981 718,281 87,983 12.25% 1981-1982 625,599 323,627 51.73% 1982-1983 657,912 107,106 16.28% 1983-1984 656,093 216,304 32.97% 1984-1985 539,756 109,799 20.34% 1985-1986 499,695 36,960 7.40% 1986-1987 475,172 20,465 4.31% 100 r-4 41 go ro 0 W A � O f" 1 00 N a% N N 00 tD O N U' d U m 10 M m C� M •- N N r' r- N N N 'd th +J O N m O m zaaa rl 044 'Cl o N 0 om, d A m N dP dP dP dP dP dP dP dP dP dP O O d 0 O O to Ln h m t- U1 O to i d 'd m rl O tD t- O N 0) [- O O 0) }1 o W ro rtl 'C a > N d O O z as H "1 41 M to to O m M tD [- 01 ro A d' tD O N a% t- to co to 0) m O "1 Q\ 01 = N M O a% tD A f dI M O to 01 0� to .1 1 U 1 d 'd N N 00 a% — OD 14 N1 ON t0 U' M 0o N O Ln tD s4 tD N Ot �N +► O N O M M 00 t0 d� N d 01 N N N z as yr +i [- in to O [- [l 0 d' M A N to M Qf Co O N O O Ui m 01 in O O N r, tD 01 O M O O O [: [: M to 01 Ll to 01 to ►1 O v h to M O N M dw t0 O m W N N N t0 t- 0) N N N mm lt� a +► O o O O O O o O O o A O O O O O O O O O O rl O O O O O O O o O o O m ro A m N LC sT O 4 M to to O O to O N 10 t0 t0 Ln tD to 01 r, t- s4 f"1 W L.' W to O Ln to M f" 1 co to N c9 d 'd (9 N _- M M 01 [: to N N O N N N x tD O 10 N .- s4 tD N O n to co r- d' N O (A m h 14 N to rf tD to N N N b 0 0 O ao O CO t: CO to rn O M * 0 d' Ot M 01 Ot m 14 O` Ot co n •q n o N rn co 1w to to t- o to ft ft ft- m> tD [- co N N N to tD to W h to In O co to N •- tD t0 [- N d' 00 OD O N cn N C' O O O O O to O O O O rl O O O O O N O O O O +► O O to N to to N M O ro rl Ot M d; t0 r O Ot O O 01 01 (1 01 O O O 0) 04 O .- a co Ot O N M 14 m tD [� h co co co co co co co Co ro �+ rn rn rn rn rn rn 0+ rn rn rn i .i n co orn o N (In to w rn rn 0 rn m rn rn rn rn rn 101 EXHIBIT K-8 ' CITY OF WICHITA FALLS, TEXAS ' COMPUTATION OF LEGAL DEBT MARGIN (UNAUDITED) SEPTEMBER 30, 1987 Total assessed property value per 1986 tax roll $2,315,783,297 Maximum tax levy* $2.25/$100 Current tax levy for 1986 tax year .6219/$100 Maximum tax levy in excess of 1986 tax levy 1.6281/$100 $ 37,703,268 There is no debt limit established by law. The limit is, therefore, governed by the City's ability to levy and collect taxes to service the outstanding indebtedness. The City's maximum legal tax rate estab- lished under its Charter is $2.25 per $100 assessed valuation. The 1986 tax rate is $ .6219 per $100 assessed valuation. * Maximum tax levy established by City Charter t EXHIBIT K-9 CITY OF WICHITA FALLS, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT (UNAUDITED) SEPTEMBER 30, 1987 Percentage Applicable Amount Applicable Taxing Gross Debt to City of to City of Jurisdiction Outstanding (1) Wichita Falls ,(2) Wichita Falls City of Wichita Falls $46,245,000 100.00% $46,245,000 Wichita Falls Independent School District 23,925,000 98.49% 23,563,733 Wichita County 3,325,000 77.23% 2,567,898 City View Independent School District 743,000 75.25% 559,108 Burkburnett Independent School District 6,395,000 1.16% 74,182 $80,633,000 $73,009,921 Sources: (1) Listed taxing jurisdictions (2) Herbert R. Smith, Incorporated 103 EXHIBIT K-10 Fiscal Year 1977-1978 1978-1979 1979-1980 1980-1981 1981-1982 1982-1983 1983-1984 1984-1985 1985-1986 1986-1987 CITY OF WICHITA FALLS, TEXAS RATIO OF ANNUAL DEBT SERVICE FOR GENERAL BONDED DEBT TO TOTAL GENERAL EXPENDITURES - LAST TEN FISCAL YEARS (UNAUDITED) Principal $1,500,000 1,501,000 1,306,000 1,309,000 2,801,000 1,758,000 2,020,000 1,855,000 -0- 305,000 Interest $ 547,895 487,880 423,175 633,791 596,285 1,480,829 1,365,442 1,242,282 902,453 1,980,711 Total Debt Service $2,047,895 1,988,880 1,729,175 1,942,791 3,397,285 3,238,829 3,385,442 3,097,282 902,453 2,285,711 Total General Expenditures $14,551,901 16,147,804 19,043,081 27,333,617 29,086,979 29,127,952 32,062,099 28,047,655 28,477,376 29,195,996 Ratio of Debt Service to General Expenditures 14.07% 12.32% 9.08% 7.11% 11.68% 11.12% 10.56% 11.04% 3.17% 7.83% 104 EXHIBIT K-11 CITY OF WICHITA FALLS, TEXAS AIRPORT REVENUE BONDS SCHEDULE OF REVENUE BOND COVERAGE - LAST TEN FISCAL YEARS (UNAUDITED) Average Net Income Annual Average Maximum (Loss) Principal Annual Principal Maximum Fiscal Available for and Times and Times Year Debt Service Interest Covered Interest Covered 1977-1978 $ 58,227 $31,342 1.86 $34,800 1.67 1978-1979 76,568 30,909 2.48 38,825 1.97 1979-1980 110,896 29,779 3.72 37,600 2.95 1980-1981 70,078 28,475 2.46 36,375 1.93 1981-1982 60,808 26,895 2.26 35,150 1.73 1982-1983 25,878 24,831 1.04 33,925 .76 1983-1984 55,445 21,800 2.54 22,700 2.44 1984-1985 ( 21,687) 21,350 -0- 21,800 -0- 1985-1986 ( 108,054) 20,900 -0- 20,900 -0- 1986-1987 36,832 -0- -0- -0- -0- 105 EXHIBIT K-12 CITY OF WICHITA FALLS, TEXAS WATER AND SEWER REVENUE BONDS SCHEDULE OF REVENUE BOND COVERAGE - LAST TEN FISCAL YEARS (UNAUDITED) Average Annual Average Maximum Net Income Principal Annual Principal Maximum Fiscal Available for and Times and Times Year Debt Service Interest Covered Interest Covered 1977-1978 $1,937,076 $ 526,278 3.68 $1,089,951 1.78 1978-1979 1,764,656 553,977 3.19 1,059,691 1.67 1979-1980 2,904,365 536,677 5.41 1,129,840 2.57 1980-1981 2,843,629 507,350 5.60 1,129,840 2.52 1981-1982 2,773,414 682,840 4.06 1,440,487 1.93 1982-1983 3,242,485 640,749 5.06 1,394,164 2.32 1983-1984 4,844,678 596,430 8.12 1,347,556 3.60 1984-1985 5,239,019 2,374,494 2.21 2,377,437 2.20 1985-1986 49588,812 2,453,643 1.87 2,457,972 1.87 1986-1987 49230,749 2,453,511 1.72 2,457,972 1.72 106 EXHIBIT K-13 CITY OF WICHITA FALLS, TEXAS DEMOGRAPHIC STATISTICS - LAST TEN FISCAL YEARS (UNAUDITED) Per Fiscal Estimated Capita Education School Unemployment Year Population (1) Income (2) Level (3) Enrollment (3) Rate (4) 1977-1978 109,000 $ 6,666 12.5 15,086 3.5% 1978-1979 111,000 7,185 12.6 14,561 3.2% 1979-1980 93,600 7,500 12.6 14,386 4.0% 1980-1981 94,201 8,703 13.1 14,378 4.1% 1981-1982 96,500 9,857 13.1 14,256 6.4% 1982-1983 97,125 11,302 13.2 14,184 7.1% 1983-1984 104,500 11,835 13.3 14,428 4.4% 1984-1985 100,200 11,970 13.3 14,118 5.9% 1985-1986 101,300 12,985 13.2 14,159 8.4% 1986-1987 99,000 13,874 13.2 14,249 7.8% Sources: (1) City of Wichita Falls Planning ]Department (2) Wichita Falls Times/Record News (3) Wichita Falls I.S.D. - Educational level is grade equivalent of graduating senior. (4) Texas Employment Commission 107 EXHIBIT K-14 CITY OF WICHITA FALLS, TEXAS PROPERTY VALUE, BUILDING PERMITS AND BANK DEPOSITS - LAST TEN FISCAL YEARS (UNAUDITED) Fiscal Year 1977-1978 1978-1979 1979-1980 1980-1981 1981-1982 1982-1983 1983-1984 1984-1985 1985-1986 1986-1987 Property Value (1) $ 881,058,223 968,426,400 1,083,186,106 1,241,998,642 1,452,897,321 1,802,438,684 1,882,445,516 2,055,679,292 29226,690,210 2,315,783,297 Building Permits (2) $ 45,604,127 131,560,312 45,236,067 82,811,494 56,424,318 73,235,522 45,959,328 68,942,474 40,951,045 31,161,722 Bank Deposits (3) $ 551,425,836 724,403,250 811,428,863 888,732,895 961,142,020 972,585,375 1,011,202,125 1,020,034,687 1,086,818,201 1,107,880,373 Sources: (1) City of Wichita Falls Tax Department (2) City of Wichita Falls Planning Department (3) Wichita Falls Times/Record News (as of December 31) 1 108 EXHIBIT K-15 CITY OF WICHITA FALLS, TEXAS TEN LARGEST TAXPAYERS (UNAUDITED) SEPTEMBER 30, 1987 Taxpayer Type of Business Southwestern Bell Telephone Utility Texas Utilities Electric Utility JMB Group Trust III Shopping Center Wichita Falls Hotel Partnership Hotel Washex Machinery Manufacturing Sprague Electric Manufacturing Panhandle Manufacturing Manufacturing Siemens Manufacturing Hotel Association of Wichita Falls Hotel Cooper Industries Manufacturing Percentage January 1, 1986 Assessed Valuation of Total Assessed Valuation $ 42,570,130 1.84% 31,901,662 1.38% 31,641,400 1.37% 10,693,360 .46% 10,326,545 .45% 10,252,351 .44% 10,038,873 .43% 9,113,456 .39% 8,681,795 .38% 8,588,018 .37% $173,807,590 7.51% 109 EXHIBIT K-16 CITY OF WICHITA FALLS, TEXAS 1 MISCELLANEOUS STATISTICAL DATA (UNAUDITED) SEPTEMBER 30, 1987 Date of incorporation Form of government Area Miles of streets Number of street lights Fire protection: ' Number of stations Number of firemen and officers ' Police protection: Number of stations Number of police officers ' Municipal water department: Number of consumers - active Average daily consumption Miles of water mains Sewers: Number of customers - active Miles of sanitary sewers Miles of storm sewers Building permits issued: Number issued Amount issued Recreation and culture: Number of parks Number of libraries Number of volumes Employees - fulltime 1 1 1 110 1889 Council - Manager 50 square miles 574.2 6,563 9 152 1 154 31,156 18,212,000 gallons treated water 800 28,648 650 200 1,657 $31,161,722 41 with 1,104 acres 1 125,000 975 EXHIBIT K-17 (Page 1 of 3) CITY OF WICHITA FALLS, TEXAS SCHEDULE OF INSURANCE COVERAGE (UNAUDITED) SEPTEMBER 30, 1987 Insurance Code A Policy: Company: Policy No.: Policy Period: Perils: Coverages: Deductible: Coinsurance: Premium: B Policy: Company: Policy No.: Policy Period: Perils: Coverage: Deductible: Premium: C Policy: Company: Policy No.: Policy Period: Perils: Coverage: Deductible: Premium: Building and Contents Firemen's Fund XF3781055, Extra Expense P3800786 January 1, 1985 to October 1, 1987 Fire, extended coverage, vandalism and malicious mischief, including difference in condition $29,442,561 Building and Contents 250,000 Extra Expense $ 100,000 Agreed Value - Replacement Cost .................................. $25,012.00 Boiler and Machinery Home Indemnity Company BMP 496070 October 1, 1986 to October 1, 1987 Comprehensive Blanket $1,000,000 $ 25,000 .................................. $ 7,206.00 Electronic Data Processing Equipment American Standard Lloyds Insurance Co. 267 TDP 1065444 April 1, 1985 to October 1, 1987 All Risk $432,770 $ 1,000 ...................................$ 9,232.00 D Policy: Excess Worker's Compensation and Employer's Liability Company: Aetna Casualty Policy No.: XC21WCA Policy Period: October 1, 1986 to October 1, 1987 Perils: Worker's Compensation - Employer's Liability Coverage: Statutory Limits - Worker's Compensation $1,000,000 Employer's Liability Deductible: $500,000 Premium: .... ............................... $16,039.00 111 ' EXHIBIT K-17 (Page 2 of 3) CITY OF WICHITA FALLS,, TEXAS SCHEDULE OF INSURANCE COVERAGE (UNAUDITED) (CONT'D.) SEPTEMBER 30, 1987 Insurance t Code E Policy: Airport Liability Company: U.S. Fire Insurance Company Policy No.: GLA 41-20594 Policy Period: October 1, 1984 to October 1, 1987 Perils: Owner's, Landlords' and Tenants' Liability Coverage: $1,000,000 CSL Deductible: None Premium: ................Three -Year Policy $67,500.00 ' F Policy: Physician Medical Malpractice Company:. St. Paul Insurance Company Policy No.: 591 TE 0976 Policy Period: October 1, 1986 to October 1, 1987 ' Perils: Physician Medical Malpractice Coverage: $1,000,000 CSL Deductible: None Premium: .•••. ................. ........$ 4,337.00 G Policy: Public Official Bond Company: Fidelity & Deposit Company of Maryland Bond No. 9688496 Bond Period: June 27, 1987 to June 27, 1988 Insured: City Manager ' Coverage: $25,000 Premium: ..................................$ 88.00 Bond No.: 9619935 Bond Period: August 1, 1987 to August 1, 1988 Insured: Purchasing Agent Coverage: $2,500 Premium: ••.. . ........•. ...... ...... .$ 50.00 Bond No.: Bond Period: 5679944 January 15, 1987 to January 15, 1988 Insured: City Clerk Coverage: $25,000 Premium: ..................................$ 88.00 112 THIS PAGE IS INTENTIONALLY LEFT BLANK. Insurance Code H I EXHIBIT K-17 (Page 3 of 3) CITY OF WICHITA FALLS, TEXAS SCHEDULE OF INSURANCE COVERAGE (UNAUDITED) (CONT'D.) SEPTEMBER 30, 1987 Policy: Public Official Bond Company: Aetna Insurance Company Bond No.: S100138239BCA Bond Period: April 22, 1987 to April 22, 1988 Insured: Tax Assessor/Collector Coverage: $50,000 Premium: .................. 0................ $ 250.00 Bond No.: S100084654BCA Bond Period: August 6, 1987 to August 6, 1988 Insured: Director of Public Works Coverage: $2,500 Premium: .............. ... ..... .......... ...$ 50.00 Bond No.: S100179467BCA Bond Period: July 16, 1987 to July 16, 1988 Insured: Municipal Court Administrator Coverage: $2,500 Premium: ...... ... ......................... .$ 50.00 Bond No.: S018072205BCA Bond Period: March 5, 1987 to March 5, 1988 Insured: Chief Accounting Officer Coverage.: $25,000 Premium: ...... ........ .....................$ 88.00 Policy: Public Employee Blanket Bond Company: Fidelity & Deposit Company of Maryland Bond No.: 9367053 Bond Period: January 15, 1987 to January 15, 1988 Insured: Honesty Blanket Position Coverage: $10,000 Inside Premises $ 3,000 Outside Premises Premium: .. ......... ........... .............$ 288.00 113 EXHIBIT K-18 (Page 1 of 2) CITY OF WICHITA FALLS, TEXAS SCHEDULE OF EMPLOYEE BENEFIT INSURANCE (UNAUDITED) SEPTEMBER 30, 1987 Insurance Code J Policy: Company: Policy No.: Policy Period: Perils: Coverage: Deductible: Coinsurance: Premium: K Policy: Company: Policy No.: Policy Period: Perils: Coverage: Deductible: Coinsurance: Premium: L Policy: Company: Policy No.: Policy Period: Perils: Coverage: Deductible: Premium: Health Insurance Alta Health Strategies, Inc. City of Wichita Falls Employee Benefit Trust October 1, 1987 through September 30, 1988 Illness and Accidental Injury (Non -work Related) $1,000,000 Lifetime Maximum $150 Annually Per Person (Maximum 3 Family Members) Coinsurance coverage begins when a limit of 20% reaches $1,000 yearly, then insurance company pays 100% of eligible expenses. ..................Annual Estimate $450,000.00 Dental Insurance Alta Health Strategies, Inc. City of Wichita Falls Employee Benefit Trust October 1, 1987 through September 30, 1988 Basic Dental Coverage with Orthodontics for Children Under 19 $1,000 Annual Maximum - Basic Coverage $1,000 Lifetime Maximum - Orthodontics Basic Coverage - $50 Annually Per Person (Maximum 3 Family Members); No Deductible for orthodontics 80-20 Basic, 50-50 Orthodontics, 50-50 Periodontics ..................Annual Estimate $ 65,000.00 Life Insurance Aetna Life and Casualty GT-47782 (Group #) October 1, 1987 through September 30, 1988 Death and Dismemberment Benefits Varies from $1,000; $3,000; $5,000; $7,500; $10,000; $12,000; $14,000; $15,000. Double Indemnity for Accidental Death. Dismemberment Benefits. N/A ..................Annual Estimate $ 80,000.00 114 Insurance Code M EXHIBIT K-18 (Page 2 of 2) CITY OF WICHITA FALLS, TEXAS SCHEDULE OF EMPLOYEE BENEFIT INSURANCE (UNAUDITED) (CONT'D.) SEPTEMBER 30, 1987 Policy: Life Insurance (Directors Only) Company: Pilot Life Insurance Company Policy No.: 0548 (Group #) Policy Period: January 1, 1987 to December 31, 1988 Perils: Accidental Death and Dismemberment Coverage: $25,000 Deductible: N/A Premium: ..................Annual Estimate $ 250.00 115 WiChit�►� TEXAS 1300 7th Street • P.O. Box 1431 • Wichita Falls, Texas 76307