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1976 Annual Financial Report . City of Wichita Falls Texas I ANNUAL FINANCIAL REPORT or ' I ': I : 1 T L I -_ ' iri r _L _ ..L... i - ..iii , ‘, . 4 I 9 r L FOR YEAR ENDING SEPTEMBER 30, 1976 r 0" CITY OF WICHITA FALLS, TEXAS MAYOR AND BOARD OF ALDERMEN J. C. Boyd, Mayor Hardy McAlister, W. E. Ryle Mayor Pro Tem Jerry F. Mathis Ray Ashbrook Dr. Guillermo Garcia Bill Gowan w I. CITY MANAGER Gerald G. Fox r CITY CLERK/DIRECTOR OF FINANCE Gerald L. Carlson, CPA INDEPENDENT AUDITORS Jarrett, Cocke & Tillery 1 ICITY OF WICHITA FALLS, TEXAS I . Financial Report For The Year Ended September 30, 1976 ITable Of Contents Exhibit Page It No. No. II Letter Of Transmittal i Accountants' Opinion vii GENERAL FUND iii A-1 Balance Sheet 1 A-2 Statement Of Fund Balance 2 0,0 A-3 Revenues - Estimated And Actual 3 iti A-4 Statement Of Authorizations (Budget), Expenditures And Encumbrances 4 A-5 Statement Of Expenditures 5 A-6 Changes In Taxes Receivable F A-7 Aged Schedule Of Ad Valorem Taxes Receivable 7 A-8 Statement Of Cash Receipts And Disbursements 8 PARTICIPATION PAVING FUND IIB-1 Balance Sheet 9B-2 Statement Of Revenues And Expenditures And Fund Balance 1n /I" B-3 Statement Of Cash Receipts And Disbursements 11 w AIRPORT FUND ma C-1 Balance Sheet 12 It C-2 Statement Of Operations And Retained Earnings 13 C-3 Statement Of Changes In Financial Position 14 P. C-4 Statement Of Cash Receipts And Disbursements 15 km C-5 Schedule Of Plant, Equipment And Depreciation 15 C-6 Schedule Of Bonded Debt II And Interest Maturities - Revenue Bonds 17 WATER AND SEWER FUND IID-1 Balance Sheet 18 D-2 Statement Of Operations And Retained Earnings 19 D-3 Statement Of Changes In Financial Position 20 :: D-4 Statement Of Cash Receipts And Disbursements 21 D-5 Schedule Of Plant, Equipment And Depreciation 22 D-6 Schedule Of Bonded Debt r' And Interest Maturities - Revenue Bonds 23 i j 1 CITY OF WICHITA FALLS, TEXAS Financial Report For The Year Ended September 30, 1976 Table Of Contents (Continued) Exhibit Page No. No. DEBT SERVICE FUND E-1 Balance Sheet 24 E-2 Statement Of Reserve For Future Debt Payments 25 E-3 Statement Of Cash Receipts And Disbursements 26 E-4 Changes In Taxes Receivable 27 E-5 Aged Schedule Of Ad Valorem Taxes Receivable 2P iiii CAPITAL PROJECTS FUND F-1 Combined Balance Sheet 2Q 3 F-2 Combined Statement Of Authorizations, 30 Expenditures And Encumbrances F-3 Combined Statement Of Cash Receipts And Disbursements 31 TRUST AND AGENCY FUNDS G-1 Combined Balance Sheet 32 G-2 Combined Statement Of Revenues, Expenditures And Fund Balances 34 G-3 Combined Statement Of Cash Receipts And Disbursements 36 GENERAL FIXED ASSETS H-1 Balance Sheet 3R H-2 Schedule Of Additions And Deletions - By Department 3Q H-3 Schedule Of General Fixed Assets By Category 4.0 IIGENERAL LONG-TERM DEBT I-1 Balance Sheet 41 II I-2 Schedules Of Amounts Available In Debt Service Fund For Retirement Of Bonds And Interest 42 I-3 Schedule Of Bonded Debt And Interest Maturities 43 IITRANSIT SYSTEM FUND J-1 Balance Sheet 44 II J-2 Statement Of Operations And Retained Earnings (Deficit) 4 5 J-3 Statement Of Changes In Financial Position 46 J-4 Statement Of Cash Receipts And Disbursements 47 IIJ-5 Schedule Of Plant, Equipment And Depreciation 46 K NOTES TO FINANCIAL STATEMENTS 49 II it CITY OF WICHITA FALLS, TEXAS Financial Report For The Year Ended September 30, 1976 Table Of Contents (Continued) Exhibit Page No. No. STATISTICAL SECTION L-1 Tax Revenues By Source - Last Ten Fiscal Years 53 L-2 Property Tax Levies And Collections - Last Ten Fiscal Years 54 L-3 Assessed And Estimated Actual Value of Taxable Property - Last Ten Fiscal Years 55 L-4 Tax Rates And Tax Levies (1966-1976) 56 L-5 Ratio Of Net General Bonded Debt To Assessed r.. Value And Net Bonded Debt Per Capita - Last Ten Fiscal Years 57 L-6 Statement Of Direct Debt 5 R L-7 Schedule Of Revenue Bond Coverage - Water And Sewer Revenue Bonds - Last Ten Years 59 L-8 Schedule Of Revenue Bond Coverage - Airport Revenue Bonds - Last Ten Years 60 L-9 Schedule Of Bonded Debt And Interest Maturities 61 L-10 Combined Schedule Of Bonds Payable 62 1 1 LETTER OF TRANSMITTAL AND ACCOUNTANTS' OPINION 1 fl [IF FIN m 5ILIIIILIII 11 h. P.O.Box 1431 Q��pU1TlO,y� \ � V [L ' waxrt vus d' '� fE \�p' ,>16-1916 Mayor and Board of Aldermen City of Wichita Falls Wichita Falls, Texas Dear Sirs: The Annual Financial Report of the City of Wichita Falls, Texas for the fiscal year ended September 30, 1976 is submitted herewith. Accounting System And Reports The city's accounting records for general governmental operations are main- tained on a modified accrual basis. Budgetary control is maintained on an annual allotment basis, with the encumbrance of account balances for purchase orders, prior to their release to vendors. Monthly financial reports and budget expenditure reports are prepared by the Accounting/Finance Department to aid in the formulation of operating policies and to control budget expendi- tures. The Municipal Finance Officers Association of the United States and Canada awarded the City of Wichita Falls its Certificate of Conformance for the city's 1969-70 Annual Financial Report. This certificate is awarded only to those governmental units whose financial reporting conforms with standards promul- gated by the National Committee on Governmental Accounting. The 1974-75 Annual Financial Report was submitted for a supplemental review of this conformity by the Municipal Finance Officers Association. No reply has been received to date on this review. The 1975-76 Annual Financial Report was prepared in that for- mat. General Governmental Operations Revenues for general governmental operations totaled $11,077,573 in the 1975- 76 fiscal year, an increase of 10.5 per cent over the 1974-75 fiscal year. General property taxes produced 32.8 per cent of general revenues compared to 32.8 per cent in 1974-75 and 31.9 per cent in 1973-74. The amount of revenue from various sources and the increase or decrease compared to last year are 66 shown in the following tabulation: am !I Increase (Decrease) Per Cent Over Prior Revenue Source Amount Of Total Year Property Taxes and Penalties $ 3,633,104 32.E $ 333,233 Franchise and Other Taxes 3,943,622 35.6 497,763 Licenses and Permits 139,738 1.3 33,299 Fines and Forfeitures 359,446 3.2 (16,472) Parking Meter Revenue 106,892 1.0 (6,858) Rents and Concessions 93,552 .8 3,743 Service Charges and Fees 1,751,791 15.8 129,722 Miscellaneous 229,428 2.1 69,882 Enterprise Fund Contribution 820,000 7.4 -0- Total $ 11,077,573 100.0% $ 1,050,312 Assessed valuation was $473,074,699 based on 70% of market value. Current tax collections were 97.40 per cent of the tax levy, down 0.03 per cent from last year. The ratio of total collections (current and delinquent) to the current tax levy was 99.47 per cent, a decrease of 0.31 per cent from last year. Allocation of the property tax levy by purpose for the year ended Sep- tember 30, 1976 and the preceding two fiscal years is as follows: Purpose 1975-76 1974-75 1973-74 General Government $ 3,582,939 $ 3,257,422 $ 2,897,201 Debt Service Fund 2,131,021 2,388,807 2,375,010 Total $ 5,713,960 $ 5,646,229 $ 5,272,211 Expenditures for general government purpose totaled $11,577,991 an increase of 17 per cent over the 1974-75 fiscal year. Increase in levels of expendi- tures for major functions of the city over the preceding year are shown in the following tabulation: 9 Increase (Decrease) Per Cent Over Prior Function Amount Of Total Period r General & Administrative $ 1,879,995 16.2 $ 461,484 iii Health 539,814 4.7 78,011 Accounting 172,794 1.5 172,794 Finance 423,222 3.7 (52,454) r 1 Public Safety 3,883,053 33.5 479,273 Public Works 2,379,820 20.6 (5,984) Parks & Recreation 987,580 8.5 204,209 I Planning & Traffic 988,830 8.5 283,368 General Services 322,883 2.8 64,240 Total $ 11,577,991 100.0% $ 1,684,941 ii Participation Paving Fund The Participation Paving Fund is a revolving fund established for the pur- pose of paving streets , alleyways, and sidewalks that have been petitioned for paving. The petitioners and the city jointly participate in the cost of the projects with the city paying 100% of the cost initially and then receiving partial reimbursement from the property owners. In 1975-76 ex- penditures in the Participation Paving Fund totaled $697,951. Revenues, including cash receipts and receivables totaled $762,362. Accounts receiv- able from property owners at September 30, 1976 totaled $511,082. PR 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 muni- ii cipal management, citizens and investors. This data for the City of Wichita Falls at the end of the 1975-76 fiscal year was as follows: Ratio of Debt Ratio of Debt To Assessed To Present Debt Per Value Market Value Capita Net Direct Bonded Debt $ 12,121,493 2.56% 1.79% $ 116.89 Outstanding general obligation bonds at September 30, 1976 totaled $15,564,000 of which $4,254,000 was issued for water and sewer purposes and is considered to be self-supporting. The remainder is considered to be direct tax supported debt. FP During the past year $1,491,000 of tax bonds were retired. The city's bonds continue to have the same ratings which they have carried for the past several years. These ratings are as follows: Moody's Standard Investors And Service Poor's id General Obligation Bonds A AA Water and Sewer Revenue Bonds A A Cash which was temporarily idle during the year, including both debt retire- ment funds and bond proceeds, was invested in certificates of deposit with the city depository in terms ranging from 30 days to 360 days. The maximum ■ rate, as allowed by regulations, or the market rate of 91 day U. S. Treasury Bills as quoted one week preceding date of deposit, was received in accordance with our contract. The total amount of interest earned on these certificates of deposit amounted to $52,025. ■ ■ iii I Capital Projects Funds The proceeds of general obligation bond issues are accounted for in Capital Projects Fund until improvement projects are completed. At the end of the fiscal year, completed projects are transferred to General Fixed Assets. During the 1975-76 fiscal period, expenditures from the Capital Projects Fund amounted to $815,422. All authorized bonds had been issued at September 30, 1976. Capital Project Fund balances on hand at September 30, 1976, consisted of $69,856 in cash and $177,261 in receivables. The Street and Storm Drainage 1968 Bond Fund is the only significant uncompleted project in the Capital r- Projects Fund. General Fixed Assets m. The general fixed assets of the city are those fixed assets used in the per- formance of general governmental functions and exclude the fixed assets of utility and other enterprise funds. As of September 30, 1976, the general fixed assets of the city amounted to $43,644,402. The assets acquired since the fiscal year ended September 30, 1963, were re- corded at original cost, however the assets that were purchased prior to that year were not accounted for in the General Fixed Assets Fund. The value of those assets acquired prior to October 1, 1963, are at stated values developed by a physical inventory and appraisal . Depreciation of general fixed assets is not recognized in the city's accounting system. Trust and Agency Funds Trust and Agency 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, govern- mental entities and non-public organizations. Included in the Trust and Agency Fund are federal and state grants, general revenue sharing, social security and payroll funds, and tax refund and tax collection funds. In 1975-76 revenues of the federal and state grants, including general revenue sharing totaled $5,652,023. During the same period expenditures of the federal and state grants, including general revenue sharing, totaled $3,492,359. Interest income on temporarily idle funds, other than federal or state grants, but including general revenue sharing totaled $193,508 There was a 22.6 per cent increase in revenues over the prior year and 1.02 per cent decrease in expenditures over the prior year. Water and Sewer Systems The Water and Sewer Revenue Fund experienced an increase in its operations for the fiscal year. Comparative data for three fiscal years is presented in the following tabulation: iv 1975-76 1974-75 1973-74 Gross Income $ 4,370,509 $ 3,843,391 $ 3,919,673 Net Income 476,213 514,643 1,025,508 Income Available for Debt Service 1,727,431 1,621,210 2,084,460 Annual Debt Service 1,025,265 1,052,715 726,428 Coverage (Income available for debt service divided by annual debt service) 1.88% 1.73% 2.87% On June 5, 1973 the city issued $2,000,000 of Water and Sewer Revenue Bonds which were authorized by a referendum election on April 3, 1973. Proceeds from the issuance of the bonds are being used for improvements and additions to existing waste water treatment facilities, and extensions and other im- provements to the sewage collection system. The City's cost of the project at September 30, 1976 was $1,161,247. Airport Revenue Fund The operation of the Airport for the fiscal year ended September 30, 1976 re- suited in a net income of $30,574 an increase of $14,733 over the preceding year. Operating revenues increased by 22.61 per cent while operating ex- penditures increased by 18.5 per cent over the preceding year. Additions were made to the plant and equipment totaling $6,276. Transit System Fund The operation of the Transit System for the fiscal year ended September 30, 1976 resulted in a net loss of $159,796 an increase in net loss of $59,369 from the previous year. Operating revenues increased 8.6 per cent and operating expenses increased by 36.9 per cent from the preceding year. Additions to plant and equipment totaled $1,034, primarily for motor vehicles. Independent Audit The City Charter requires an annual audit of the books of account, financial records, and transactions of all administrative departments of the city by a Certified Public Accountant, selected by the City Council . This requirement has been complied with and the auditor's opinion has been included in this report. The statistical section of this report was not included within the scope of the audit. I 1 ' v Acknowledgements I would like to thank the Mayor and Board of Aldermen for their interest and support in the accounting operations of the city during the past year. Sincerely yours, ".. 4 Gerald L. Carlson, CPA City Clerk/Director of Finance 4,. I I I 1 I I I I I 1 1 vi JARRATT, COCKE & TILLERY ACCOUNTANTS AND AUDITORS TELEPHONE 322-3103 1130 FIRST WICHITA NATIONAL BANK BUILDING WICHITA FALLS,TEXAS 76301 January 31, 1977 The Honorable Mayor and Board of Aldermen of the City of Wichita Falls, Texas We have examined the financial statements of the various funds and account groups of the City of Wichita Falls, Texas for the year ended September 30, 1976, listed in the foregoing table of contents. Except as disclosed in the following para- graph, 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. The records of the general fixed assets account group and the fixed assets re- cords of the water and sewer fund are incomplete as to historical carrying values, identifiable fixed asset units and, also, retirements are, generally, not recog- nized due to such incomplete records. Because we were unable to satisfy ourselves by appropriate audit tests or by other means as a result of such incomplete re- cords, and because of the materiality of the fixed assets account balances in the water and sewer fund and the general fixed assets account group only reflects fixed assets, we do not express an opinion on the balance sheet of the water and sewer fund and the financial statements of the general fixed assets account group. In our opinion, the accompanying financial statements listed in the foregoing table of contents, other than the financial statements of the general fixed assets account group and the balance sheet of the water and sewer fund, and except for any adjustments which might be required in depreciation expense in the water and sewer fund if fixed assets would require any adjustments, present fairly the financial position of the various funds and account groups of the City of Wichita Falls, Texas at September 30, 1976, and the results of operations of such funds and the changes in financial position, where applicable, for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. The accompanying supplemental information is not necessary for a fair presentation of the financial statements, but is presented as additional analytical data. This information, except for the supplemental information presented in the general fixed assets account group, the schedule of property, equipment and depreciation in the water and sewer fund and all of Exhibit L (statistical section), has been subjected to the tests and other auditing procedures applied in the examination of the financial statements listed in the foregoing table of contents and, in our opinion, is fairly stated in all material respects in relation to the financial statements taken as a whole. Jarratt, Cocke & Tillery BY: t ry. . illery ertified Public Accountant vii I 11 11 1 r 1 1 1 GENERAL FUND AMOWNOW II CITY OF WICHITA FALLS, TEXAS Exhibit A-1 II General Fund Balance Sheet IISeptember 30, 1976 And 1975 September 30 1976 I 1975 Assets Aw Cash (Exhibit A-8) $ 1,037,298 $ 352,463 Certificates Of Deposit (Exhibit A-8) 500,000 1,037,298 852,463 1 Accounts Receivable: Ad valorem taxes receivable - delinquent 1 (less $274,294 and $238,102 allowance for uncollectable accounts) (Exhibits A-6 and A-7) 380,705 390,892 , Due from other funds 670,188 444,382 Due from other governmental units 744,916 615,447 Other (less $78,000 and $66,000 allowance for doubtful accounts) 19,547 25,901 I1,815,356 1,476,622 Materials And Supplies Inventory (Cost) 87,294 71,332 IPrepaid Expenses - Insurance, Etc. 22,778 10,227 2,962,726 2,410,644 11 Restricted Assets (Exhibit A-8): Cash 4,641 16,252 $ 2,967,367 $ 2,426,896 Liabilities, Reserves And Fund Balance ILiabilities: Accounts payable $ 221,013 $ 192,470 II Due to other funds 22,356 10,259 Due to other governmental units 7,477 7,664 Accrued payroll 312,524 249,096 563,370 459,489 ii Reserves: For encumbrances (Exhibit A-4) 189,774 22,114 For capital improvements 67,151 67,151 Rebates, etc. 11,473 5,657 268,398 94,922 " Fund Balance (Exhibit A-2) 2,135,599 1,872,485 i $ 2,967,367 $ 2,426,896 U. See Notes to Financial Statements - Exhibit K. -1- A II CITY OF WICHITA FALLS, TEXAS Exhibit A-2 ix General Fund Statement Of Fund Balance For The Years Ended September 30, 1976 And 1975 September 30 1976 i975 Balance, Beginning $ 1,872,485 $ 1,672,274 Additions: iiRevenues (Exhibit A-3): City operations and activities 11,077,573 10,027,261 Federal and state grants (Note 3): II Federal shared revenue 154,904 463,359 Categorical grants 776,288 1,106,125 12,008,765 11,596,745 • Reserves for encumbrances, beginning (Exhibit A-4) 22,114 88,114 12,030,879 11,684,859 13,903,364 13,357,133 Deductions: 4.4 Expenditures (Note 3) 10 (Exhibits A-4 and A-5) 11,577,991 11,462,534 Reserves for encumbrances, ending (Exhibit A-4) 189,774 22,114 11,767,765 11,484,648 Balance, Ending $ 2,135,599 '$ 1,872,485 II 11 II 1 km r. am Ma See Notes to Financial Statements - Exhibit K. 1 ,2- ii ro ii CITY OF WICHITA FALLS, TEXAS Exhibit A-3 General Fund Revenues-Estimated And Actual For The Years Ended September 30, 1976 , nd 1975 IP September 30, 1976 '1975 "i] Over Estimated Actual (Under) Actual City Operations And Activities: if Taxes: Gr Ad valorem taxes: Current (net of allowance PR for possible losses - it $36,191 and $32,574, respectively) $ 3,541,000 $ 3,582,939 $ 41,939 $ 3,236,167 Interest and penalties 53,000 50,165 (2,835) 57,704 II Sales taxes 2,750,000 2,983,763 233,763 2,681,906 Other 164,000 165,506 1,506 58,404 Street rental charges 758,000 794,353 36,353 705,549 Sanitation services 1,282,000 1,337,210 55,210 1,277,632 Fines and forfeitures: Municipal court 351,500 350,047 (1,453) 367,624 8,400 9,399 999 8,294 Parking meter revenue 115,100 106,892 (8,208) 113,750 Licenses, permits, reports, etc. 109,100 139,738 30,638 106,439 Service charges and fees: Tax collection fees 164,000 176,802 12,802 159,057 Golf and recreation fees 122,300 126,942 4,642 99,601 11 Other 96,150 110,837 14,687 85,779 Revenue from use of money and property: Rentals and concessions 78,950 93,552 14,602 89,809 Interest 30,000 101,013 71,013 36,391 School nurse program 60,000 60,000 60,000 Contribution from Water and II Sewer Revenue Fund (Note 7) 820,000 820,000 820,000 Other revenues: Sale of fixed assets 30,000 39,515 9,515 15,202 Miscellaneous 32,000 28,900 (3,100) 47,953 10,565,500 11,077,573 512,073 10,027,261 Federal And State Grants (Note 3): Federal shared revenue 154,904 154,904 463,359 Categorical grants 793,127 776,288 (16,839) 1,106,125 II $11,513,531 $12,008,765 $ 495,234 $11,596,745 See Notes to Financial Statements - Exhibit K. -3- CITY OF WICHITA FALLS, TEXAS Exhibit A-4 General Fund Statement Of Authorizations (Budget), Expenditures And Encumbrances For The Years Ended September 30, 1976 And 1975 Authorizations i Appropriations Reserve For After Encumbrances Department Revisions Beginning Total I Mayor And Board Of Aldermen $ 16,609 $ 16,609 City Manager 149,121 149,121 Legal 100,288 100,288 I Personnel 61,538 61,538 City Clerk 36,555 36,555 Accounting 148,253 148,253 Library 177,691 177,691 Computer Facilities 393,987 $ 2,690 396,677 Customer Services 218,647 577 219,224 Health 556,204 556,204 I Special Items 852,716 852,716 Finance 65,526 65,526 Tax 224,809 224,809 Municipal Court 140,579 609 141,188 Police 2,131,505 2,131,505 Fire 1,607,078 10,289 1,617,367 Pr Fire Prevention 75,389 1,061 76,450 Safety Defense 54,838 54,838 Animal Control 63,611 63,611 Engineering 260,178 260,178 Inspection 94,600 94,600 Street Maintenance 771,782 771,782 Sanitation 1,375,271 1,375,271 +I Parks And Recreation 840,555 840,555 iii Golf 111,149 368 111,517 Cemetery 75,608 49 75,657 ", Planning 212,178 42 212,220 Traffic Engineering 393,310 4,399 397,709 Street Lighting 359,066 359,066 Parking Meters 52,395 317 52,712 II Building Maintenance 210,610 1,397 212,007 Auditorium Services 28,551 252 28,803 Central Duplicating 30,163 30,163 Purchasing 43,106 43,106 Central Garage 64 64 Information Center 25,490 25,490 11,958,956 22,114 11,981,070 Federal And State Grants (Note 3): Federal shared revenue Categorical grants $11,958,956 $ 22,114 $11,981,070 See Notes to Financial Statements - Exhibit K. -4- CITY OF WICHITA FALLS, TEXAS Exhibit A-4 General Fund Statement Of Authorizations (Budget) , Expenditures And Encumbrances For The Years Ended September 30, 1976 And 1975 Expenditures Reserve For (Over) Actual Current Year Unexpended Encumbrances Under Expenditures Exhibit A-5 Balance Ending Authorizations Prior Year $ 14,930 $ 1,679 $ 1,679 $ 12,145 146,508 2,613 $ 2,361 252 113,934 84,585 15,703 15,703 74,903 58,544 2,994 414 2,580 60,363 32,898 3,657 163 3,494 29,023 139,896 8,357 289 8,068 105,517 175,374 2,317 2,317 132,243 381,761 14,916 2,118 12,798 340,927 210,126 9,098 2,921 6,177 77,906 539,814 16,390 8,012 8,378 461,803 808,167 44,549 12,900 31,649 601,223 63,472 2,054 57 1,997 47,873 219,693 5,116 5,116 203,413 140,057 1,131 729 402 118,873 2,124,176 7,329 3,463 3,866 1,853,802 1,576,590 40,777 14,033 26,744 1,388,142 75,743 707 707 59,488 43,522 11,316 11,316 55,375 63,022 589 589 46,973 259,920 258 143 115 229,643 94,584 16 16 84,627 758,902 12,880 12,519 361 718,622 1,266,414 108,857 108,710 147 1,328,756 II811,336 29,219 2,181 27,038 616,155 } 104,310 7,207 180 7,027 101,523 71,934 3,723 1,789 1,934 65,693 I 208,761 3,459 287 3,172 67,255 380,478 17,231 13,927 3,304 327,762 350,164 8,902 2,399 6,503 259,413 ' 49,427 3,285 3,285 51,032 207,204 4,803 144 4,659 149,791 28,467 336 336 21,851 21,880 8,283 8,283 20,889 40,445 2,661 64 35 2,626 64 36,851 24,887 603 603 29,261 I I 11,577,991 403,079 189,774 213,305 9,893,050 463,359 1,106,125 $11,577,991 $ 403,079 $ 189,774 $ 213,305 $11,462,534 !I 1 pp -4- CITY OF WICHITA FALLS, TEXAS Exhibit A,5 General Fund Statement Of Expenditures For The Years Ended September 30, 1976 And 1975 Salaries Employee Supplies And Benefits And Department Wages Costs (Note 6) Materials Mayor And Board Of Aldermen $ 1,010 $ 1,290 City Manager 106,746 $ 12,100 3,543 Legal 65,916 6,293 1,609 Personnel 42,098 4,798 2,589 I City Clerk 17,527 2,559 692 Accounting 72,096 8,611 4,066 Library 86,856 11,207 40,159 Computer Facilities 126,757 14,807 29,918 Customer Services 158,475 17,224 5,660 Health 391,790 46,247 49,950 Special Items 218,826 25,447 4,264 Finance 46,792 4,076 4,552 Tax 161,820 20,250 14,320 Municipal Court 104,841 12,072 10,712 Police 1,549,922 165,238 156,686 Fire 1,312,128 147,448 37,014 Fire Prevention 53,758 5,632 6,312 Safety Defense 29,092 2,956 1,543 Animal Control 38,636 4,336 7,074 Engineering 202,547 24,109 11,430 Inspection 66,638 8,516 4,696 Street Maintenance 382,329 51,106 71,242 a Sanitation 721,856 94,951 133,745 Parks And Recreation 479,540 54,042 61,965 wo Golf 51,697 '6,849 12,988 di Cemetery 49,521 7,011 4,275 Planning 160,060 18,490 4,596 Traffic Engineering 210,587 24,092 54,117 Street Lighting Parking Meters 36,207 5,051 2,239 Building Maintenance 85,186 10,962 6,577 Auditorium Services 20,377 2,449 1,315 Central Duplicating 15,334 2,243 257 Purchasing 29,096 3,649 1,666 Central Garage 294,603 35,819 31,712 iii Information Center 19,972 1,856 557 Total current year $ 7,410,636 $ 862,496 $ 785,330 4 Total prior year $ 6,701,619 $ 785,888 $ 758,708 See Notes to Financial Statements - Exhibit K. -5- 3 CITY OF WICHITA FALLS, TEXAS Exhibit A-5 :1 General Fund Statement Of Expenditures For The Years Ended September 30, 1976 And 1975 Utilities, Insurance Other Rentals, And Fixed Charges And Total Maintenance Services, Etc. Miscellaneous Assets Credits Expenditures $ 11,468 $ 954 $ 208 $ 14,930 ii $ 1,007 16,543 279 6,290 146,508 173 8,590 24 1,980 84,585 437 5,457 2,596 569 58,544 135 11,985 32,898 310 53,367 88 1 ,358 139,896 9,140 16,047 7,765 4,200 175,374 48,178 54,088 14,580 173,433 $ (80,000) 381,761 sti 1,593 17,703 58 9,413 210,126 11,426 29,757 2,025 8,619 539,814 507 29,103 529,874 146 808,167 ii 420 6 ,083 206 1,343 63,472 895 17,602 457 4,349 219,693 ri 1,267 10,327 226 612 140,057 it 83,897 89,360 2,371 76,702 2,124,176 24,408 38,907 2,954 13,731 1,576,590 2,842 2,025 289 4,885 75,743 1,754 4,871 145 3,161 43,522 3,842 5,524 228 3,382 63,022 4,291 7,104 619 9,820 259,920 2,547 8,143 319 3,725 94,584 it 164,003 5,009 2,935 82,278 758,902 277,458 3,617 3,183 31,604 1,266,414 PR 63,074 38,307 4,049 110,359 811,336 it 12,336 11,896 398 8,146 104,310 6,162 1,300 223 3,442 71,934 457 23,433 139 1,586 208,761 20,736 46,153 866 23,927 380,478 6,240 300,932 42,992 350,164 3,320 85 175 2,350 49,427 PR 17,464 42,668 20,644 23,703 207,204 wt 812 2,747 74 693 28,467 884 546 2,616 21,880 56 5,544 434 40,445 tit 11,202 9,413 1,114 2,637 (386,500) -0- 269 2,152 81 24,887 $ 783,542 $ 937,856 $ 599,938 $ 664,693 $ (466,500) $11,577,991 iii $ 955,947 $ 1,138,028 $ 253,540 $ 789,538 $ 79,266 $11,462,534 Wit twi r. -5. to l ICITY OF WICHITA FALLS, TEXAS Exhibit A-6 r. General Fund iii Changes In Taxes Receivable For The Year Ended September 30, 1976 Delinquent Current ii Taxes Taxes Total Balances, Beginning $ 628,994 $ -0- $ 628,994 IIAdditions: Taxes levied 3,619,130 3,619,130 ri Transfer from current 94,087 94,087 Adjustments, etc. 1,817 1,315 3,132 95,904 3,620,445 3,716,349 724,898 3,620,445 4,345,343 Deductions: Collections 69,899 3,526,358 3,596,257 II Transfer to delinquent 94,087 94,087 69,899 3,620,445 3,690,344 IIBalances, Ending $ 654,999 $ -0- $ 654,999 1111 ii II II iii See Notes to Financial Statement - Exhibit K. -6- CITY OF WICHITA FALLS, TEXAS Exhibit A-7 General Fund Aged Schedule Of Ad Valorem Taxes Receivable September 30, 1976 Fiscal Year Taxes Outstanding Receivable 1963 and prior $ 110,472 1964 - 1965 28,897 1965 - 1966 33,921 1966 - 1967 49,415 mm 1967 - 1968 39,437 1968 - 1969 26,113 1969 - 1970 34,644 1970 - 1971 36,249 it 1971 - 1972 37,712 1972 - 1973 44,657 1973 - 1974 49,709 1974 - 1975 69,686 1975 - 1976 94,087 Gross Taxes Receivable 654,999 Less Allowance For Uncollectable Taxes Receivable 274,294 it Net Taxes Receivable $ 380,705 rip 1r See Notes to Financial Statements - Exhibit K. -7- I1 ti II CITY OF tJICNITA FALLS, TEXAS Exhibit A-8 General Fund Statements Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 Balances, Beginning: Unrestricted cash: Cash in bank-demand deposits $ 351,297 Certificates of deposit 500,000 Petty cash 1,166 852,463 IIRestricted cash: Cash in bank-demand deposits 16,252 868,715 Receipts: General revenues 4,530,824 Current and delinquent ad valorem tax collections 3,596,257 Sanitation service 1,310,998 Contribution from water and sewer fund 500,000 II Sales tax receivables 598,551 Inter-fund charges, receivables, etc. 539,592 Refunds, rebates, funds collected for others, etc. 93,934 11,170,156 12,038,871 Disbursements: Expenditures 9,631,244 ' Materials and supplies - inventory 765,422 Accounts payable 192,470 Accrued payroll 249,096 Inter-fund charges, payables, etc. 113,000 111 Refunds, rebates, funds collected for others, etc. 45,700 10,996,932 Balances, Ending: Unrestricted cash: ' Cash in bank-demand deposits 1,036,102 Certificates of deposit -0- Petty cash 1,196 1,037,298 Restricted cash : Cash in bank-demand deposits 4,641 $ 1,041,939 See Notes to Financial Statements - Exhibit K. Pm -8. PARTICIPATION PAVING FUND 1 :: CITY OF WICHITA FALLS, TEXAS Exhibit B-1 IParticipation Paving Fund Balance Sheet September 30, 1976 And 1975 IISeptember 30, 1976 1975 IIAssets . I Cash (Exhibit B-3) $ 255,682 $ 38,636 Certificates Of Deposit (Exhibit B-3) 301,000 255,682 339,636 I Accounts Receivable: Paving assessment receivables 511,082 487,146 Less cash basis allowance (511,082) (487,146) I -0- -0- Due from other funds 5,434 4,230 I Other 7,596 7,586 13,030 11,816 $ 268,712 $ 351,452 IILiabilities, Reserves And Fund Balance RP Liabilities: ii Accounts payable trade $ 5,261 $ 2,954 Due to other funds 114,934 250,931 Advance payments, etc. 22,901 36,001 it 143,096 289,886 IP Reserve For Rebates, Etc. 2,000 2,361 ii Fund Balance (Exhibit B-2) 123,616 59,205 $ 268,712 $ 351,452 PR r ii See Notes to Financial Statements - Exhibit K. ..g I CITY OF WICHITA FALLS, TEXAS Exhibit B-2 M' Participation Paving Fund Statement Of Revenues And Expenditures And Fund Balance For The Years Ended September 30, 1976 And 1975 iSeptember 30, 1976 1975 Revenues: Street paving assessments $ 187,564 $ 233,449 Alley paving assessments 88,370 39,306 ' Sidewalk assessments 418 8,640265 Interest on paving receivables 7,977 Interest on certificates of deposit, etc. 20,260 11,334 Federal shared revenue (Note 3) 299,354 217,504 Categorical grants (Note 3) 157,756 -0- 762,362 509,835 Expenditures For Street And Alley Paving 697,951 549,727 Net Increase (Decrease) 64,411 (39,892) Fund Balance, Beginning 59,205 99,097 Fund Balance, Ending $ 123,616 $ 59,205 I See Notes to Financial Statements - Exhibit K. rw -10 i CITY OF WICHITA FALLS, TEXAS Exhibit B-3 Participation Paving Fund Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 Balances, Beginning: Cash in bank: Demand deposits $ 38,636 Certificates of deposit 301,000 339,636 Receipts: Collection of paving receivables 132,291 Advance payments ,etc. 130,173 Interest on paving receivables 8,640 Interest on certificates of deposit, etc. 20,260 Due from other funds 4,230 295,594 t635,230 Disbursements: Paving expenditures 207,625 Accounts payable trade 2,954 Refunds, etc. 633 ' Due to other funds 168,336 379,548 Balances, Ending: Cash in bank: Demand deposits 255,682 Certificates of deposit -0- $ 255,682 60 PP PP Or PP PP 10 See Notes to Financial Statements - Exhibit K. ""� -11- AIRPORT FUND ICITY OF WICHITA FALLS, TEXAS Exhibit C-1 I Airport Fund Balance Sheet September 30, 1976 And 1975 September 30 1976 1975 Assets ii Current Assets: II Cash (Exhibit C-4) $ 34,835 $ 58,875 Accounts receivable: Trade 50,029 37,169 Other funds 2,601 2,601 II 52,6 30 39,770 Prepaid insurance -0- 378 II Restricted Assets (Exhibit C-4): Revenue bond debt service: Demand deposits 15,077 194 II Certificates of deposit -0- 18,000 Revenue bond reserve: Demand deposits 41,955 3,547 Certificates of deposit -0- 39,000 Ow 57,032 60,741 ii Net Plant And Equipment (Exhibit C-5) 592,947 608,502 $ 737,444 $ 768,266 Illw o+ Liabilities, Contributions And Retained Earnings II Current Liabilities: Payable from current assets : Due to other funds $ 1,019 $ 55,718 II Accounts payable trade 6,068 2,455 Accrued payroll 3,311 2,460 Payable from restricted assets: 1111 Accrued revenue bond interest 5,385 5,832 II Revenue bonds payable (Exhibit C-6) 25,000 25,000 40,783 91,465 IR i Revenue Bonds Payable (Exhibit C-6): Series 1964 - interest 3-3/4% and II 4%, maturing serially 185,000 205,000 Less current maturity (20,000) (20,000) Series 1967 - interest 4-1/2%, oo maturing serially 100,000 105,000 Less current maturity (5,000) (5,000) iii 260,000 285,000 Contributions In Aid Of Construction " " (Note 3) 167,317 153,031 as Retained Earnings (Exhibit C-2) (Note 4) 269,344 238,770 II $ 737,444 $ 768,266 " See Notes to Financial Statements - Exhibit K. -12- is ICITY OF WICHITA FALLS, TEXAS Exhibit C-2 1 Airport Fund Statement Of Operations And Retained Earnings For The Years Ended September 30, 1976 And 1975 I September 30, 1976 1975 MP Operating Revenues $ 199,399 $ 162,629 ill Operating Expenses (Note 3): II Salaries and wages 85,968 67,109 Social security 4,976 3,870 Employees' retirement plan (Note 6) 3,332 2,776 Employees' insurance 2,107 1,419 II Supplies 5,382 5,140 Maintenance 7,798 12,452 Utilities and telephone 19,346 16,822 %� Landing fee charge (Note 8) 8,523 7,224 Other 3,177 1,814 140,609 118,626 11 Operating income before interest income and other expenses 58,790 44,003 Interest Income 5,993 4,253 II64,783 48,256 Other Expenses: I Interest on revenue bonds 12,378 13,353 Depreciation (Exhibit C-5) 21,831 19,062 34,209 32,415 IINet Income ( Note 4) 30,574 15,841 Retained Earnings, Beginning 238,770 223,213 Op Contributions To Other Funds -0- (284) Retained Earnings, Ending (Note 4) $ 269,344 $ 238,770 I Mm iii See Notes to Financial Statements - Exhibit K. -13- ICITY OF WICHITA FALLS, TEXAS Exhibit C-3 1 Airport Fund Statement Of Changes In Financial Position 1 For The Years Ended September 30, 1976 And 1975 September 30, I1976 1975 Source Of Funds: Net income for the year $ 30,574 $ 15,841 I Add charges to income not requiring outlays of working capital - depreciation 21,831 19,062 p 52,405 34,903 Contributions in aid of construction (Note 3) 14,286 26,655 66,691 61,558 IIApplication Of Funds: Additions to plant and equipment 6,276 28,694 I Reductions in revenue bonds payable 25,000 25,000 Contributions to other funds -0- 284 31,276 53,978 11 Net increase in working capital $ 35,415 $ 7,580 Changes In Components: Increase (decrease) in current assets: ii Cash $ (24,040) $ 10,982 Accounts receivable trade 12,860 8,095 II Due from other funds -0- 2,601 Prepaid insurance (378) 300 Increase (decrease) in restricted II assets: Revenue bond debt service: Demand deposits 14,883 (6,305) 1.0 Certificates of deposit (18,000) 6,000 iiii Revenue bond reserve: Demand deposits 38,408 (364) Certificates of deposit (39,000) -0- II (Increase) decrease in current liabilities: Payable from current assets: gm Due to other funds 54,699 (10,661) iii Accounts payable trade (3,613) (1,055) Accrued payroll (851) (2,460) 1 Payable from restricted assets - accrued revenue bond interest 447 447 Net increase in working capital $ 35,415 $ 7,580 !! See Notes to Financial Statements - Exhibit K. r.„ -14- 1 ICITY OF WICHITA FALLS, TEXAS Exhibit C-4 I Airport Fund Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 ( Revenue Bonds Combined Operating Debt Total Fund Service Reserve Balances, Beginning: Cash in bank: i Demand deposits $ 62,616 $ 58,875 $ 194 $ 3,547 Certificates of deposit 57,000 18,000 39,000 119,616 58,875 18,194 42,547 Receipts: Operating revenues 149,370 149,370 Trade receivables 37,169 37,169 II Inter-fund transfers 33,686 33,686 Interest income 5,993 2,126 1,022 2,845 226,218 188,665 34,708 2,846 345,834 247,540 52,902 45,392 Disbursements: II Operating expenses 115,547 115,547 Plant and equipment additions 6,276 6,276 Inter-fund transfers 33,686 30,249 3,437(A) Trade accounts payable 2,455 2,455 Revenue bond principal payments - serial bonds 25,000 25,000 Revenue bonds interest payments 12,825 12,825 I Accrued payrolls 2,460 2,460 Due to other funds 55,718 55,718 253,967 212,705 37,825 3,437 rm iiii Balances, Ending: Cash in bank: Demand deposits 91,867 34,835 15,077 41,955 II Certificates of deposit -0- $ 91,867 $ 34,835 $ 15,077 $ 41,955 (A) The bond reserve fund cash balance required by the revenue bond indentures is $39,000. :: See Notes to Financial Statements - Exhibit K. 11 -15- CITY OF WICHITA FALLS, TEXAS Exhibit C-5 Airport Fund Schedule Of Plant, Equipment And Depreciation For The Year Ended September 30, 1976 Plant And Equipment Beginning Transfers Ending Balances Additions Deletions In (Out) Balances Land Betterments, etc. $ 134,409 $ 840 $ 135,249 Buildings And Improvements 577,206 2,295 579,501 Furniture And Fixtures 19,136 19,136 Machinery And Equipment 19,468 3,141 22,609 Motor Vehicles 4,003 4,003 $ 754,222 $ 6,276 $ -0- $ -0- $ 760,498 si Ai ii AA See Notes to Financial Statements - Exhibit K. -16- 1 ' CITY OF WICHITA .FALLS, TEXAS Exhibit C-5 Airport Fund Statement Of Plant, Equipment And Depreciation For The Year Ended September 30, 1976 �lllll� Accumulated Depreciation Net Plant Beginning Transfers Ending And Balances Additions Deletions In (Out) Balances Equipment $ 3,663 $ 5,296 $ 8,959 $ 126,290 109,815 13,975 123,790 455,711 15,983 1,034 17,017 2,119 12,256 1,526 13,782 8,827 $ 145,000 $ 21,831 $ -0- $ -0- $ 167,551 $ 592,947 I 1 I ' -16- CITY OF WICHITA FALLS, TEXAS Exhibit C-6 Airport Fund Schedule Of Bonded Debt And Interest Maturities - Revenue Bonds September 30, 1976 Fiscal Serial Interest Total Bonds Year Bond On And Ending, Maturities Bonds Interest 1977 $ 25,000 $ 11,750 $ 36,750 ii 1978 25,000 10,775 35,775 1979 25,000 9,800 34,800 1980 30,000 8,825 38,825 1981 30,000 7,600 37,600 1982 30,000 6,375 36,375 1983 30,000 5,150 35,150 1984 30,000 3,925 33,925 1985 20,000 2,700 22,700 1986 20,000 1,800 21,800 1987 20,000 900 20,900 $ 285,000 $ 69,600 $ 354,600 :: 10 See Notes to Financial Statements - Exhibit K. :: wil iii -17- 1 WATER AND SEWER FUND 4 CITY OF WICHITA FALLS, TEXAS Exhibit D-1 1 Water And Sewer Fund Balance Sheet September 30, 1976 And 1975 September 30, 1976 1975 Assets 4 Current Assets: 4 Cash (Exhibit D-4) $ 665,837 $ 378,490 Ai Customer receivables (less allowance for uncollectable accounts; 1976 $9,713, 1975 $7,383) 355,777 261,360 wl Other receivables 2,411 12,954 Due from other funds 13,062 9,485 Inventory - materials and supplies (average cost) 222,628 230,496 Prepaid and deferred expenses 1,602 13,533 1,261,317 906,318 Restricted Assets: Cash (Exhibit D-4) 2,329,895 295,073 1 Certificates of deposit (Exhibit D-4) 2,456,000 Due from other governmental units, etc. 660,710 605,429 2,990,605 3,356,502 Plant And Equipment - Net (Exhibit D-5) (Notes 3 and 5) 39,494,382 34,288,863 +ter a&hy $ 43,746,304 $ 38,551,683 See Notes to Financial Statements - Exhibit K. -18- UP iii IICITY OF WICHITA FALLS, TEXAS Exhibit D-1 PR Water And Sewer Fund a Balance Sheet September 30, 1976 And 1975 I 1976 September 30, 1975 Liabilities, Contributions And Retained Earnings err Current Liabilities - Payable from current p. assets: iiiii Accounts payable $ 75,341 $ 65,482 Accrued payroll 56,810 42,830 Accrued interest payable - U. S. Government 30,565 II Current maturities - payable to U. S. Government (Note 5) 10,907 Due to other funds 536,751 235,115 I710,374 343,427 Current Liabilities - Payable from restricted assets: II Accounts payable 183,870 428,355 Accrued revenue bond interest 58,943 63,518 Current maturities - revenue bonds II (Exhibit D-6) 650,000 650,000 Due to other funds 3,690 896,503 1,141,873 Payable to U. S. Government, ILong-Term (Note 5) 1,252,780 -0- Revenue Bonds Payable (Exhibit 0-6): II Series 1963 2,700,000 2,925,000 Series 1966 2,225,000 2,375,000 Series 1966 A 1,125,000 1,200,000 II Series 1968 1,475,000 1,575,000 Series 1973 1,700,000 1,800,000 Total revenue bonds payable 9,225,000 9,875,000 Less current maturities (650,000) (650,000) II 8,575,000 9,225,000 11,434,657 10,710,300 1 Customer Deposits 335,000 323,991 Refunding Contracts 4,394 36,179 contributions In Aid Of Construction II (Notes 3 and 5) 9,457,051 4,622,224 Retained Earnings (Exhibit D-2) (Note 4) 22,515,202 22,858,989 $ 43,746,304 $ 38,551,683 I II 11 -1a ' CITY OF WICiITA FALLS, TEXAS Exhibit D-2 IIR ill Water And Sewer Fund Statement Of Operations And Retained Earnings For The Years Ended September 30, 1976 And 1975 iw' September 30, 1976 1975 ii Operating Revenues: Water sales $ 3,032,103 $ 2,532,769 fp Sewer sales 1,244,151 1,236,649 iii Other 94,255 73,973 4,370,509 3,843,391 II Operating Expenses (Note 3): Salaries and wages 1,288,140 1,073,967 Payroll taxes 72,860 61,454 II Employees' insurance 33,910 25,086 Employees' retirement (Note 6) 54,214 54,368 Supplies and materials 404,498 351,247 II Maintenance 332,126 275,396 Utilities 289,013 190,746 Data processing 83,456 82,772 Bad debts 17,396 42,715 II Insurance 14,611 15,589 Other 52,854 48,841 2,643,078 2,222,181 IIOperating profit before depreciation and interest 1,727,431 1,621,210 II Depreciation Expense (Exhibit D-5) 1,054,151 904,329 Operating profit before interest 673,280 716,881 Interest: II Income 204,188 195,902 Expense (401,255) (398,140) I Net Income (Note 4) 476,213 514,643 Retained Earnings, Beginning 22,858,989 23,164,346 1 Contributions To General Fund (Note 7) (820,000) (820,000) Retained Earnings, Ending (Note 4) $ 22,515,202 $ 22,858,989 I 1 See Notes to Financial Statements - Exhibit K. { -19- CITY OF WICHITA FALLS, TEXAS Exhibit 0-3 Water And Sewer Fund Statement Of Changes In Financial Position For The Years Ended September 30, 1976 And 1975 September 30 1976 1975 Source Of Funds: Net income for the year $ 476,213 $ 514,643 Add charges to income not requiring outlays of working capital - depreciation 1054,151 904,329 1,530,364 1,418,972 Contributions in aid of construction (Notes 3 and 5) 4,803,042 1,806,935 Payable to U. S. Government (Note 5) 1,315,348 Customer deposits - net 11,009 4,151 Book value of fixed assets sold or retired 7,270 1,399 7,667,033 3,231,457 Application Of Funds: Additions to plant and equipment 6,266,940 2,372,033 Payments becoming due on revenue bonds payable 650,000 650,000 Payments made or becoming due to U. S. Government 62,568 Contributions to general fund (Note 7) 820,000 820,000 7,799,508 3,842,033 Decrease in working capital $ (132,475) $ (610,576) See Notes to Financial Statements - Exhibit K. -20- II I CITY OF WICHITA FALLS, TEXAS Exhibit D-3 Water And Sewer Fund I Statement Of Changes In Financial Position For The Years Ended September 30,, 1976 And 1975 1 September 30 1976 1975 I Changes In Components: Increase (decrease) in current assets: Cash $ 287,347 $ (32,364) Customer receivables 94,417 (91,081) I Other receivables (10,543) 6,372 Due from other funds 3,577 9,485 Inventory - materials and supplies (7,868) 16,501 Prepaid and deferred expenses (11,931) (9,470) Restricted assets: Cash 2,034,822 (386,163) Certificates of deposit (2,456,000) 631,000 Due from other governmental units 55,281 (619,694) (Increase) decrease in current liabilities: ScAccounts payable, trade (9,859) (35,053) �`' Accrued payroll (13,980) (13,739) Accrued interest payable to I U. S. Government (30,565) Current maturities - payable to U. S. Government (10,907) Due to other funds (301,636) (86,569) Payable from restricted assets : i Accounts payable, trade 244,485 (4,375) Accrued revenue bond interest 4,575 4,574 IDue to other funds (3,690) Decrease in working capital $ (132,475) $ (610,576) I I 1 O)n CITY OF WICHITA FALLS, TEXAS Exhibit D-4 Water And Sewer Fund Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 Restricted Revenue Bonds Series Series Series 1963 1968 1973 Balances, Beginning: Cash in bank: Demand deposits $ 42,889 $ 51,491 $ 83,016 Certificates of deposit 200,000 225,000 941,000 Petty cash 242,889 276,491 1,024,016 I Receipts: Operating revenues and receivables Accounts collected for other funds 11 Interest income 16,957 20,452 60,957 Customer deposits Inter-fund transfers Contributions in aid of construction 62,805 5,424 Receivables - other 12,851 1 Other 3,600 16,957 86,857 79,232 259,846 363,348 1,10 ,248 Disbursements: Operating expenses Accounts collected for other funds Inter-fund transfers Fixed asset additions - unrestricted cash Accounts payable and other liabilities 1,880 318,864 Inventory purchases Bond project costs 26,540 76,698 68,105 Bond principal payments Bond interest payments Contributions to general fund 26,540 78,578 386,969 Balances, Ending: Cash in bank: II II Demand deposits 233,306 284,770 716,279 Certificates of deposit -0- -0- -0- Petty cash Ili $ 233,306 $ 284,770 $ 71 , 79 (A) The bond reserve fund cash balance required by the revenue bond indentures [I is $845,100. See Notes to Financial Statements - Exhibit K. -21- in*AtsfRk n36 Aaa,aaatj...a,a vLla aet,(013Priall.. . CITY OF WICHITA FALLS, TEXAS Exhibit D-4 IWater And Sewer Fund Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 I Cash Interest And Unrestricted Sinking Reserve Total Cash I Fund Fund Restricted II $ 335 $ 117,342 $ 295,073 $ 377,490 245,000 845,000 2,456,000 -0- 1,000 II245,335 962,342 2,751,073 378,490 1 4,231,798 14 1,327,936 24,590 62,942 185,898 18,289 I 922,679 922,679 64,063 68,229 11,832 ' 12,851 10,182 3,600 9,485 947,269 62,942 1,193,257 5,673,585 11 1,192,604 1,025,284 3,944,330 6,052,075 I 2,335,756 97,083(A) 97,083 1�386,695 825,596 I170,350 320,744 159,973 I 7,868 171,343 650,000 650,000 375,265 375,265 500,000 1,025,265 97,083 1,614,435 5,386,238 167,339 928,201 2,329,895 664,837 -0- -0- -0- -0- 1,000 $ 167,339 $ 928,201(A) $ 2,329,895 $ 665,837 -21- CITY OF WICHITA FALLS, TEXAS Exhibit D-5 Water And Sewer Fund r. Schedule Of Plant, Equipment And Depreciation iiii For The Year Ended September 30, 1976 Plant And Equipment �' Beginning Transfers Ending Balances Additions Deletions In (Out) Balances Water: Land and betterments $ 12,996,132 $ 5,794,483 $ 12,448 $ 18,803,063 iii Buildings, plants and facilities 19,262,077 19,297 29,043 19,310,417 Furniture and fixtures 11,705 $ 99 11,606 04 Machinery and equipment 955,297 102,293 96,958 4,476 965,108 011 Motor vehicles 118,531 32,374 14,979 (250) 135,676 iiii Construction in progress 1,043 69,318 (45,717) 24,644 $ 33,344,785 $ 6,017,765 $ 112,036 $ -0- $ 39,250,514 Sewer: Land and betterments $ 78,748 $ 78,748 Buildings, plants and facilities 8,258,363 $ 350 $ 4,712,096 12,970,809 Furniture and fixtures 582 582 Machinery and equipment 57,154 57,154 Motor vehicles 63,721 18,843 $ 6,883 75,681 II Construction in progress 4,587,798 229,982 (4,712,096) 105,684 $ 13,046,366 $ 249,175 $ 6,883 $ -0- $ 13,288,658 1 Combined Water And Sewer: Land and betterments $ 13,074,880 $ 5,794,483 $ 12,448 $ 18,881,811 mii Buildings, plants and facilities 27,520,440 19,647 4,741,139 32,281,226 II Furniture and fixtures 12,287 $ 99 12,188 Machinery and equipment 1,012,451 102,293 96,958 4,476 1,022,262 Motor vehicles 182,252 51,217 21,862 (250) 211,357 II Construction in progress 4,588,841 299,300 (4,757,813) 130,328 $ 46,391,151 $ 6,266,940 $ 118,919 $ -0- $ 52,539,172 I: I[ See Notes to Financial Statements - Exhibit K. IF 22- ...._. M m.•,ant,,,,, emr4.+0..,,,,,, x+A4 r vR o a,4 I IICITY OF WICHITA FALLS, TEXAS Exhibit D-5 P' Water And Sewer Fund iii Schedule Of Plant, Equipment And Depreciation For The Year Ended September 30, 1976 I Beginning Accumulated Depreciation Transfers Ending Net Plant Balances Additions Deletions In (Out) Balances And Equipment II $ 957,762 $ 159,267 $ 1,117,029 $ 17,686,034 7,276,142 455,110 7,731,252 11,579,165 10,661 317 $ 99 10,879 727 I672,321 67,090 90,164 $ 25 649,272 315,836 61,607 22,662 14,724 (25) 69,520 66,156 24,644 1 $ 8,978,493 $ 704,446 $ 104,987 $ -0- $ 9,577,952 $. 29,672,562 1 $ 7,744 $ 1,936 $ 9,680 $ 69,068 3,045,695 331,855 3,377,550 9,593,259 582 582 44,586 3,206 47,792 9,362 II 25,188 12,708 $ 6,662 31,234 44,447 105,684 II $ 3,123,795 $ 349,705 $ 6,662 $ -0- $ 3,466,838 $ 9,821,820 I $ 965,506 $ 161,203 $ 1,126,709 $ 17,755,102 I 10,321,837 11,243 786,965 11,108,802 11,461 21,172,424 317 $ 99 727 716,907 70,296 90,164 $ 25 697,064 325,198 I86,795 35,370 21,386 (25) _ 100,754 110,603 130,328 I $ 12,102,288 $ 1,054,151 $ 111,649 $ -0- $ 13,044,790 $ 39,494,382 I I 1 -22- II IICITY OF WICHITA FALLS, TEXAS Exhibit D-6 11 Water And Sewer Fund Schedule Of Bonded Debt And Interest Maturities - Revenue Bonds September 30, 1976 II Serial Interest total Fiscal Year Bond On Bonds And Ending Maturities Bonds Interest 11 1977 $ 650,000 $ 347,815 $ 997,815 1978 675,000 319,834 994,834 1979 675,000 291,321 966,321 II 1980 675,000 264,121 939,121 1981 680,000 238,703 918,703 1982 680,000 212,815 892,815 1983 680,000 186,810 866,810 1984 680,000 160,648 840,648 1985 680,000 134,199 814,199 1986 680,000 107,461 787,461 li 1987 680,000 80,724 760,724 1988 680,000 55,676 735,676 1989 330,000 38,921 368,921 1990 330,000 26,496 356,496 1991 250,000 18,319 268,319 1992 100,000 10,200 110,200 1993 100,000 5,100 105,100 11 $ 9,225,000 $ 2,499,163 $ 11,724,163 I Interest Rates: P 1963 Series: 3-2/10% - 3-3/10% $ 2,475,000 1/10% 225,000 $ 2,700,000 I 1966 Series: 5% 450,000 3-1/2% - 3-3/4% 1,545,000 1/20% 230,000 2,225,000 1966 A Series - 4% 1,125,000 zr 1968 Series 4-1/4% - 4-6/10% 1,475,000 1973 Series: 5% - 5-1/2% 700,000 4-1/2% - 4-9/10% 1,000,000 1,700,000 $ 9,225,000 See Notes to Financial Statements - Exhibit K. -23- DEBT SERVICE FUND CITY OF WICHITA FALLS, TEXAS Exhibit E-1 Debt Service Fund Balance Sheet September 30, 1976 And 1975 September 30, 1976 1975 Assets Cash (Exhibit E-3) $ 141,622 $ 2,834 om Certificates Of Deposit (Exhibit E-3) -0- 89,000 Accounts Receivable: Ad valorem taxes - delinquent (Exhibits E-4 and E-5) 419,038 412,180 Less allowance for uncollectable ft taxes (184,867) (163,342) 234,171 248,838 Other funds 1,893 10,002 $ 377,686 $ 350,674 Liabilities, Reserves And Fund Balance Liabilities - Due to other funds $ 1,008 $ 225 Fund Balance (Exhibit E-2) 376,678 350,449 $ 377,686 $ 350,674 I 1 1 . 1 1 1 See Notes to Financial Statements - Exhibit K. CITY OF WICHITA FALLS, TEXAS Exhibit E-2 Debt Service Fund Statement Of Reserve For Future Debt Payments For The Years Ended September 30, 1976 And 1975 September 30, 1976 1975 Balance, Beginning $ 350,449 $ 345,885 Add - Revenues: Ad valorem taxes (less allowances for estimated losses of $21,525 and $23,888, respectively) 2,131,021 2,373,219 Interest on certificates of deposit, etc. 52,025 26,243 2,183,046 2,399,462 2,533,495 2,745,347 Deduct - Expenditures (Note A) : General obligation serial bond ' maturities 1,491,000 1,666,000 Interest on general obligation bonds 663,791 726,694 Paying agents' fee 2,026 2,204 2,156,817 2,394,898 Balance, Ending $ 376,678 $ 350,449 go Note A - Expenditures were in the same amount as revised appropriations for the years ended September 30, 1976 and 1975, and there were no en- cumbrances outstanding at the beginning or end of either fiscal year. See Notes to Financial Statements - Exhibit K. -25- CITY OF WICHITA FALLS, TEXAS Exhibit E-3 Debt Service Fund Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 Balances, Beginning: Cash in bank: Demand deposits $ 2,834 Certificates of deposit 89,000 91,834 Receipts: Property taxes receivable 2,147,405 Interest on certificates of deposit, etc. 52,025 Receivable from other funds 7,175 2,206,605 2,298,439 Disbursements: General obligation serial bond maturities 1,491,000 Interest on general obligation bonds 663,791 Paying agents' fee 2,026 2,156,817 Balances, Ending: Cash in bank: Demand deposits 141,622 Certificates of deposit -0- $ 141,622 See Notes to Financial Statements - Exhibit K. -26• CITY OF WICHITA FALLS, TEXAS Exhibit E-4 Debt Service Fund Changes In Taxes Receivable For The Year Ended September 30, 1976 Delinquent Current Taxes Taxes Total Balances, Beginning $ 412,180 $ -0- $ 412,180 Additions: Taxes levied 2,152,546 2,152,546 Transfer from current 55,976 55,976 Adjustments, etc. 934 783 1,717 56,910 2,153,329 2,210,239 469,090 2,153,329 2,622,419 Deductions: Collections 50,052 2,097,353 2,147,405 Transfer to delinquent 55,976 55,976 50,052 2,153,329 2,203,381 Balances, Ending $ 419,038 $ -0- $ 419,038 See Notes to Financial Statements - Exhibit K. paw -27- 77 CITY OF WICHITA FALLS, TEXAS Exhibit E-5 Debt Service Fund Aged Schedule Of Ad Valorem Taxes Receivable September 30, 1976 Fiscal Year Taxes Outstanding Receivable 1963 and prior $ 32,654 1964 - 1965 12,385 1965 - 1966 17,553 1966 - 1967 29,022 1967 - 1968 22,571 1968 - 1969 22,334 1969 - 1970 25,825 1970 - 1971 30,996 1971 - 1972 37,712 1972 - 1973 40,146 1973 - 1974 40,761 1974 - 1975 51,103 1975 - 1976 55,976 Gross Taxes Receivable 419,038 Less Allowance For Uncollectable Taxes Receivable (184,867) Net Taxes Receivable $ 234,171 See Notes to Financial Statements - Exhibit K. -2R- i 1 1 1 1 1 1 I I 1 1 1 � CAPITAL PROJECTS FUNDS 1 1 CITY OF WICHITA FALLS, TEXAS Exhibit F-2 Capital Projects Funds Combined Statement Of Authorizations, Expenditures And Encumbrances For The Year Ended September 30, 1976 Neal th Unit Street And Senior Combined Building Storm Drain- Citizens Total 1968 a9e 1968 Building Amount Appropriated - Bonds Authorized $ 11,060,000 $ 390,000 $ 10,670,000 Additions: Prior years 1,914,530 587,173 1,282,820 $ 44,537 Current year: Interest income 2,206 59 2,147 Federal shared revenue (Note 3) 767,185 556,641 210,544 Contributions in aid of construction 1,565 1,565 13,745,486 977,232 12,513,173 255,081 Less Expenditures: Prior years 12,754,947 972,046 11,738,364 44,537 Current year 815,422 5,186 599,692 210,544 13,570,369 977,232 12,338,056 255,081 Unexpended Balance 175,117 -0- 175,117 -0- Less - Reserve for encum- ti September 30, 1976 68,538 68,538 Fund Balances, Ending $ 106,579 $ -0- $ 106,579 $ -0- 7 See Notes to Financial Statements - Exhibit K. -30- CITY OF WICHITA FALLS, TEXAS Exhibit F-3 Capital Projects Funds Combined Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 Health Unit Street And Senior Combined Building Storm Drain- Citizens Total 1968 age 1968 Building Balances, Beginning - Cash in bank - demand deposits $ 62,290 $ 5,127 $ 57,163 $ -0- Receipts: Interest income 2,206 59 2,147 State of Texas - joint projects partici- pation and receivable 4,330 4,330 Accounts receivable other funds 71,410 71,410 77,946 59 77,887 140,236 5,186 135,050 -0- Disbursements: Trade accounts payable 667 667 Bond project costs 46,093 5,186 40,907 Amounts to be reimbursed 16,226 16,226 Payable to other funds 7,394 7,394 70,380 5,168 65,194 Balances, Ending - Cash in bank - demand deposits $ 69,856 $ -0- $ 69,856 $ -0- j j 1 II fG See Notes to Financial Statements - Exhibit K. I -31- ii 1 1 1 TRUST AND AGENCY FUNDS i CITY OF WICHITA FALLS, TEXAS Exhibit G-1 Page 1 of 2 Trust And Agency Funds Combined Balance Sheet September 30, 1976 Social Combined Security Payroll Total Fund Fund Assets • Cash (Exhibit G-3) $ 3,155,272 $ 264,218 ski Accounts Receivable: Other governmental units 354,217 Other city funds 141,034 $ 996 School and college district taxes (Note 2) 1,207,368 Other 30,154 2,429 $ 4,888,045 $ 264,218 $ 3,425 Liabilities, Reserves And Fund Balances Liabilities: Trade payables $ 247,453 Accrued payrolls 50,657 Other city funds 144,457 $ 5,176 $ 3,425 Other governmental units 269,725 259,042 Other 3,679 Advances: Other city funds 979 Other governmental units 16,917 Reserve For School And College District Taxes Receivable (Note 2) 1,207,368 Reserve For Encumbrances (Exhibit G-2) 2,854,392 Fund Balance (Exhibit G-2) 92,418 $ 4,888,045 $ 264,218 $ 3,425 See Notes to Financial Statements - Exhibit K. -32- S CITY OF WICHITA FALLS, TEXAS Exhibit G-1 Page 1 of 2 Trust And Agency Funds Combined Balance Sheet September 30, 1976 Total Tax Accounts Rosemont Grants Collection Payable Clearing Cemetery (Page 2) Fund Fund Fund Trust Forward $ 12,686 $ 3,929 $ 603 $ 947 $ 2,872,889 354,217 2,949 4,291 132,798 1,207,368 3,421 24,304 $ 1,226,424 $ 3,929 $ 4,894 $ 947 $ 3,384,208 $ 247,453 50,657 $ 6,688 $ 3,929 $ 4,894 120,345 8,689 1,994 3,679 979 16,917 1,207,368 2,854,392 $ 947 91,471 $ 1,226,424 $ 3,929 $ 4,894 $ 947 $ 3,384,208 -3 CITY OF WICHITA FALLS, TEXAS Exhibit G-1 Page 2 of 2 Trust And Agency Funds Combined Balance Sheet September 30, 1976 Community Total Federal Development Grants Revenue CETA Block Forward Sharing Grants Grant Assets Cash (Exhibit G-3) $ 2,872,889 $ 2,678,423 $ 62,138 Accounts Receivable: Other governmental units 354,217 229,417 21,586 $ 33,754 Other city funds 132,798 119,234 5,187 3,033 School and college district taxes (Note 2) Other 24,304 24,051 118 $ 3,384,208 $ 3,051,125 $ 89,029 $ 36,787 r Liabilities, Reserves And Fund Balances Liabilities: Trade payables $ 247,453 $ 185,094 $ 15,608 $ 29,304 Accrued payrolls 50,657 1,938 38,830 3,996 Other city funds 120,345 9,701 18,027 3,487 Other governmental units 1,994 Advances: Other city funds 979 Other governmental units 16,917 16,564 Reserve For School And College District Taxes Receivable (Note 2) Reserve For Encumbrances (Exhibit G-2) 2,854,392 2,854,392 Fund Balances (Exhibit G-2) 91,471 $ 3,384,208 $ 3,051,125 $ 89,029 $ 36,787 See dotes to Financial Statements - Exhibit K. -33- 1 IICITY OF WICHITA FALLS, TEXAS Exhibit G-1 Page 2 of 2 II Trust And Agency Funds Combined Balance Sheet September 30, 1976 Municipal Criminal iii Information Traffic Justice All System Planning Safety Council Other ,q Grant Grants Grants Grants Grants is r $ 89,433 $ 3,431 $ 10,708 $ 11,728 $ 17,028 is ' " 100 10,879 6,678 51,803 is 2,817 152 2,375 135 $ 92,350 $ 14,310 $ 17,673 $ 11,728 $ 71,206 :: $ 429 $ 88 $ 16,930 1,372 610 3,911 II $ 3,161 12,509 16,975 $ 10,313 46,172 83 1,911 979 353 A MR II 89,189 2,282 $ 92,350 $ 14,310 $ 17,673 $ 11,728 $ 71,206 II I : i MI -32 CITY OF WICHITA FALLS, TEXAS Exhibit G-2 Page 1 of 2 Trust And Agency Funds Combined Statement Of Revenues, Expenditures And Fund Balances For The Year Ended September 30, 1976 Social Combined Security Payroll Total Fund Fund Fund Balances, Beginning $ 792,544 $ -0- $ -0- Additions: Federal and state grants 2,214,407 Federal shared revenue 1,331,359 Interest income, etc. 193,508 Contributions - others 2,050 Reserve for encumbrances, beginning 1,912,749 5654,073 -0- -0- 6,446,617 -0- -0- Deductions - Project Expenditures (Note 3) 3,499,807 -0- -0- Unexpended Balances 2,946,810 -0- -0- Less Reserve For Encumbrances, Ending 2,854,392 Fund Balances, Ending $ 92,418 $ -0- $ -0- See Notes to Financial Statements - Exhibit K. -34, rm iY :: CITY OF WICHITA FALLS, TEXAS Exhibit G-2 Page 1 of 2 1 Trust And Agency Funds Combined Statement Of Revenues, Expenditures And Fund Balances For The Year Ended September 30, 1976 Tax Accounts Rosemont Total Grants Collection Payable Clearing Cemetery (Page 2) Fund Fund Fund Trust Forward $ -0- $ -0- $ -0- $ 6,345 $ 786,199 16 2,214,407 ii 1,331,359 193,508 r" 2,050 a 1,912,749 li -0- -0- -0- 2,050 5,652,023 -0- -0- -0- 8,395 6,438,222 II -0- -0- • -0- 7,448 3,492,359 II -0- -0- -0- 947 2,945,863 II2,854,392 1 f -0- $ -0- $ -0- $ 947 $ 01,471 II I ` I i • I -34- 1 CITY OF WICHITA FALLS, TEXAS Exhibit G-2 Page 2 of 2 Trust And Agency Funds Combined Statement Of Revenues, Expenditures And Fund Balances For The Year Ended September 30, 1976 Community Total Federal Development Grants Revenue CETA Block Forward Sharing Grants Grant Fund Balances, Beginning $ 786,199 $ 698,944 $ -0- $ -0- Additions: IIFederal and state grants 2,214,407 1,678,744 327,944 Federal shared revenue 1,331,359 1,331,359 Interest income, etc. 193,508 188,383 Contributions - others Reserve for encumbrances, beginning 1,912,749 1,912,749 5,652,023 3,432,491 1,678,744 327,944 6,438,222 4,131,435 1,678,744 327,944 Deductions - Project Expenditures (Note 3) 3,492,359 1,277,043 1,678,744 327,944 Unexpended Balances 2,945,863 2,854,392 -0- -0- Less Reserve For Encumbrances, Ending 2,854,392 2,854,392 Fund Balances, Ending $ 1,471 $ -0- $ -0- $ -0- See Notes to Financial Statements - Exhibit K. 5- CITY OF WICHITA FALLS, TEXAS Exhibit G-2 Page 2 of 2 Trust And Agency Funds Combined Statement Of Revenues, Expenditures And Fund Balances For The Year Ended September 30, 1976 Municipal Criminal Information Traffic Justice System Planning Safety Council All Other Grant Grants Grants Grants Grants $ 87,255 $ -0- $ -0- $ -0- $ -0- 51,499 12,213 27,568 116,439 I 5,125 II II 5,125 51,499 12,213 27,568 11 ,439 92,380 51,499 12,213 27,568 116,439 II3,191 51,499 12,213 27,568 114,157 P 89,189 -0- -0- -0- 2,282 ki $ 89,18T $ -0- $ -0- $ -0- $ 2,282 I -35- CITY OF WICHITA FALLS, TEXAS Exhibit G-3 Page 1 of 2 1 Trust And Agency Funds Combined Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 Social Combined Security Payroll Total Fund Fund Balances, Beginning: Cash in bank: Demand deposits $ 680,070 $ 231,052 $ 469 Certificates of deposit 1,931,000 2,611,070 231,052 469 Receipts: Other funds, payroll and related 10,977,173 992,562 9,984,611 Other funds, payables 16,208,892 Property taxes 12,876,460 Federal and state grants - wi revenues 2,027,788 Federal shared revenue 1,331,359 Receivables, other govern- mental units 858,143 Contributions by other city funds 6,734 Contributions - others 2,050 Interest income, etc. 182,389 Advances - grantors 18,911 Other city funds 214,170 Other 3,095 44,707,164 992,562 9,984,br1 47,318,234 1,223,614 9,985,080 Disbursements: Accounts payable - trade 16,309,181 Other city funds 152,535 Payrolls and related 10,945,795 959,396 9,985,080 Accrued payroll 23,412 Taxes collected for city funds 5,848,260 Taxes collected for other governmental units 7,069,193 Advances - other city funds 10,552 Project expenditures 3,256,247 Amounts to be reimbursed, etc. 521,067 Other 26,720 44,162,962 959,396 9,985,080 Balances, Ending: Cash in bank: Demand deposits 3,155,272 264,218 -0- Certificates of deposit $ 3,155,272 $ 264,218 $ -0- See Notes to Financial Statements - Exhibit K. 36- -.--, i xtt.aM.01.tt h w,,,,,,,, ,,...4,i+Aznkkv ..R.,*+vk,a4,.m..,xm+,A,,,+,,,i .,n,,. fr ,,i ,,,t gw..+'+e.Md. M CITY OF WICHITA FALLS, TEXAS Exhibit G-3 II Trust And Agency Funds Page l of 2 Combined Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 rm Tax Accounts Rosemont Total Grants ii Collection Payable Clearing Cemetery (Page 2) Fund Fund Fund Trust Forward II II $ 53,679 $ -0- $ 583 $ 6,663 $ 387,624 1,931,000 53,679 -0- 583 6,663 2,318,624 16,208,892 �'1 12,876,460 Spy 2,027,788 r, 1,331,359 if' 858,143 6,734 0 2,050 182,389 . �F 18,911 Ji,' 214,170 2,298 797 II12,876,460 16,208,892 2,298 2,050 4,640,291 12,930,139 16,208,892 2,881 8,713 6,958,915 16,204,963 65 104,153 253 152,282 1,319 I 23,412 5,848,260 ' I 7,069,193 10,552 7,448 3,248,799 I521,067 2,278 24,442 12,917,453 16,204,963 2,278 7,766 4,086,026 12,686 3,929 603 947 2,872,889 $ 12,686 $ 3,929 $ 603 $ 947 $ 2,872,889 -36- CITY OF WICHITA FALLS, TEXAS Exhibit G-3 Page 2 of 2 Trust And Agency Funds Combined Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 Total Federal Community Grants Revenue CETA Development Forward Sharing Grants Block Grant Balances, Beginning: Cash in bank: Demand deposits $ 387,624 $ 181,021 $ 92,128 $ 3,937 Certificates of deposit 1,931,000 1,931,000 2,318,624 2,112,021 92,128 3,937 Receipts: Other funds, payroll and related Other funds, payables Property taxes Federal and state grants - revenues 2,027,788 1,607,717 291,417 Federal shared revenue 1,331,359 1,331,359 Receivables, other govern- mental units 858,143 761,195 Contributions by other city funds 6,734 Contributions - others Interest income, etc. 182,389 177,264 Advances - grantors 18,911 16,564 Other city funds 214,170 128,788 18,817 1,000 Other 797 342 4,640,291 2,398,948 1,643,098 292,417 1 6,958,915 4,510,969 1,735,226 296,354 �k Disbursements: Accounts payable - trade 104,153 80,833 12,986 314 Other city funds 152,282 57,123 16,466 39 Payrolls and related 1,319 1,319 Accrued payroll 23,412 328 19,234 811 11 Taxes collected for city funds Taxes collected for other governmental units Advances - other city funds 10,552 Project expenditures 3,248,799 1,149,144 1,622,965 295,190 Amounts to be reimbursed, etc. 521,067 521,067 Other 24,442 24,051 118 4,086,026 1,832,546 1,673,088 296,354 I Balances, Ending: Cash in bank: Demand deposits 2,872,889 2,678,423 62,138 -0- Certificates of deposit $ 2,872,889 $ 2,678,423 $ 62,138 $ -0- See Notes to Financial Statements - Exhibit K. 1 37- IICITY OF WICHITA FALLS, TEXAS Exhibit G-3 Page 2 of 2 II Trust And Agency Funds Combined Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 Municipal Traffic Criminal itti Information Planning Safety Justice All Other System Grant Grants Grants Council Grants Grants I $ 82,968 $ 1,966 $ 321 $ 3,302 $ 21,981 s 82,968 1,966 321 3,302 21,981 33,289 5,535 27,568 62,262 { 30,110 31,830 7,570 1,098 26,340 6,734 5,125 436 1,911 9,468 12,000 9,766 8,031 26,300 267 188 II 44,970 77,119 29,605 37,133 117,001 127,938 79,085 29,926 40,435 138,982 I 4,304 202 5,514 38,475 21,789 1,845 16,545 689 2,350 I I152 10,400 30 49,561 18,175 26,589 87,145 273 38,505 75,654 19,218 28,707 121,954 89,433 3,431 10,708 11,728 17,028 $ 89,433 $ 3,431 $ 10,708 $ 11,728 $ 17,028 -37- GENERAL FIXED ASSETS } CITY OF WICHITA FALLS, TEXAS Exhibit H-1 General Fixed Assets Balance Sheet September 30, 1976 And 1975 September 30, 1976 1975 Assets Land, Streets And Land Betterments $ 32,267,781 $ 31,975,462 Buildings And Improvements 4,666,908 4,330,010 Furniture And Fixtures 704,447 698,305 Machinery And Equipment 3,797,340 3,517,069 Motor Vehicles 1,989,316 1,889,236 ' Construction In Progress 218,610 58,226 $ 43,644,402 $ 42,468,308 ' Investments In General Fixed Assets Fixed Assets Acquired Prior To September 30, 1964 $ 20,846,178 $ 20,846,178 Fixed Assets Provided By General Fund 5,671,275 5,173,414 ' Fixed Assets Contributed 1,760,617 1,619,900 Fixed Assets Provided By Capital Projects Funds 13,929,446 13,929,446 ' Fixed Assets Provided By Federal Grants And Shared Revenue 1,436,886 899,370 $ 43,644,402 $ 42,468,308 1 1 I I See Notes to Financial Statements - Exhibit K. _10 CITY OF WICHITA FALLS, TEXAS Exhibit H-2 1 General Fixed Assets Schedule Of Additions And Deletions - By Department For The Year Ended September 30, 1976 I Beginning Ending Balances Additions Deletions Balances Mayor And Board Of Aldermen $ 5,498 $ 208 $ 5,706 General Administration 17,434 6,290 $ 3,395 20,329 Legal And City Clerk 21,625 1,980 23,605 Personnel 9,285 715 10,000 2 Data Processing 296,545 182,986 700 478,831 Library 735,064 4,201 739,265 Health 1,030,727 8,619 1,039,346 I Finance 15,805 2,701 18,506 Tax 44,930 4,349 1,290 47,989 Municipal Court 19,245 612 2,237 17,620 Public Safety 53,778 3,161 56,939 Police 1,112,237 76,701 53,753 1,135,185 Fire 1,198,189 13,730 1,211,919 Fire Marshall 9,045 4,885 3,018 10,912 ' Animal Control 32,001 3,382 35,383 iiii Engineering 77,871 9,820 5,201 82,490 Inspection 26,559 3,726 30,285 Property Agent 6,157 6,157 Street Maintenance 27,227,192 505,315 17,130 27,715,377 Sanitation 1,419,116 31,604 10,904 1,439,816 Parks 2,633,677 110,358 14,946 2,729,089 Golf 167,079 8,146 1,390 173,835 ' Cemetery 92,715 5,479 3,244 94,950 Planning 13,780 1,586 15,366 Traffic Engineering 994,386 23,788 3,673 1,014,501 Street Lighting 10,000 42,992 52,992 Parking Meters 104,023 2,351 106,374 ' Information Center 5,329 5,329 Auditorium Services 52,109 3,309 55,418 • Purchasing 3,614 434 4,048 Central Garage 167,436 2,637 3,256 166,817 Building Maintenance 1,358,942 23,703 1,382,645 WCID No. 1 3,315,212 3,315,212 WCID No. 2 19,235 19,235 Men's Recreational Building 128,063 128,063 Senior Citizens Center 44,405 210,463 254,868 $ 42,468,308 $ 1,300,231 $ 124,137 $ 43,644,402 See Notes to Financial Statements - Exhibit K. CITY OF WICHITA FALLS, TEXAS Exhibit H-3 General Fixed Assets Schedule Of General Fixed Assets By Category September 30, 1976 Land, Streets dui 1 dfngs And Land And Total Betterments Improvements Mayor And Board Of Aldermen 5,706 General Administration 20,329 Legal And City Clerk 23,605 $ 1,597 Personnel 10,000 Data Processing 478,831 9,288 Library 739,265 $ 5,202 307,140 Health 1,039,346 69,766 791,252 Finance 18,506 Tax 47,989 Municipal Court 17,620 Public Safety 56,939 Police 1,135,185 29,471 532,108 Fire 1,211,919 150,349 515,969 Fire Marshall 10,912 Animal Control 35,383 1,091 11,800 Engineering 82,490 188 864 Inspection 30,285 Property Agent 6,157 Street Maintenance 27,715,377 26,540,489 102,971 Sanitation 1,439,816 38,632 33,512 00 Parks 2,729,089 1,869,339 481,767 iiii Golf 173,835 4,963 99,045 Cemetery 94,950 49,621 11,005 Planning 15,366 Traffic Engineering 1,014,501 78,072 498 Street Lighting 52,992 37,560 Parking Meters 106,374 36,807 I Information Center 5,329 Auditorium Services 55,418 Purchasing 4,048 Central Garage 166,817 50,000 43,098 Building Maintenance 1,382,645 32,534 1,321,662 WCID No. 1 3,315,212 3,264,872. 11,886 WCID No. 2 19,235 2,380 15,360II Men's Recreational Building 128,063 128,063 Senior Citizens Center 254,868 44,005 210,463 $ 43,644,402 $ 32,267,781 $ 4,666,908 glw m Ai See Notes to Financial Statements - Exhibit K. I II -40- 1 CITY OF WICHITA FALLS, TEXAS Exhibit H-3 1 General Fixed Assets Schedule of General Fixed Assets By Category • • September 30, 1976 I rurniture And Motor Kachnery Construction And In Fixtures Equipment Vehicles Progress $ 4,497 $ 1,209 5,820 4,796 $ 9,713 17,997 4,011 o li 4,546 3,204 2,250 50,499 419,044 420,378 6,545 0® 47,086 113,341 17,901 iii 7,445 8,795 2,266 14,512 17,787 15,690 7,656 7,452 2,512 2,691 47,812 6,436 36,812 304,225 232,569 17,033 100,341 428,227 714 4,605 5,593 188 4,160 18,144 6,675 30,174 44,589 2,470 4,358 23,457 1,134 2,129 2,894 1,212 596,517 255,578 $ 218,610 3,494 659,390 704,788 9,729 290,845 77,409 1,924 57,378 10,525 1,332 31,545 1,447 II 8,700 3,567 3,099 8,257 858,753 68,921 15,432 791 51,865 16,911 1,864 1,292 2,173 4,378 51,040 1 ,882 2,166 PP 3,527 43,183 27,009 8,804 11,656 7,989 38,454 1 269 1,226 400 $ 704,447 $ 3,797,340 $ • 1,989,316 $ 218,610 u II { } -40 rY. ry_ I. 1 GENERAL BONDED DEBT 001, im CITY OF WICHITA FALLS, TEXAS Exhibit I-1 PIR General Long-Term Debt Balance Sheet September 30, 1976 And 1975 ."' September 30, 1976 1975 e0 Assets Ai Amounts Available For Retire-ents Pm Serial Bonds And Interest (Exhibit I-2) S 142,507 S 101,611 ma Amounts To Be Provided For Retire- ment Of Serial Bonds And im Interest 19,161,473 21,357,160 S 19,303,980 $ 21,458,771 Liabilities Interest Payable - General Obligation Bonds (Exhibit I-3) $ 3,739,980 $ 4,403,771 General Obligation Bonds Payable - II Serial Bonds (Exhibit I-3) 15,564,000 17,055,000 $ 19,303,980 $ 21,458,771 • I r L See Notes To Financial Statements - Exhibit K. 1 -41 - CITY OF WICHITA FALLS, TEXAS Exhibit I-2 General Long-Term Debt Schedule Of Amounts Available In Debt Service Fund For Retirement Of Bonds And Interest September 30, 1976 And 1975 September 30, 1976 1975 Cash - Demand Deposits $ 141,622 $ 2,834 Cash - Certificates Of Deposit -0- 89,000 Due From Other Funds 1,893 10,002 Due To Other Funds (1,008) (225) $ 142,507 $ 101,611 See Notes to Financial Statements - Exhibit K. -4 CITY OF WICHITA FALLS, TEXAS Exhibit I-3 General Long-Term Debt Schedule Of Bonded Debt And Interest Maturities September 30, 1976 General Obligation Bonds Total Fiscal Period Serial Bond Interest On Bonds And Ending Maturities Bonds Interest 1977 $ 1,499,000 $ 602,741 $ 2,101,741 1978 1,500,000 543,038 2,043,038 1979 1,501,000 483,160 1,984,160 1980 1,306,000 423,175 1,729,175 10 1981 1,309,000 371,804 1,680,804 1982 1,311,000 319,767 1,630,767 1983 1,318,000 267,141 1,585,141 is 1984 1,320,000 214,855 1,534,855 1985 1,155,000 171,700 1,326,700 1986 857,000 133,425 990,425 1987 885,000 93,393 978,393 1988 670,000 63,841 733,841 1989 558,000 36,565 594,565 1990 250,000 12,312 262,312 1991 125,000 3,063 128,063 $ 15,564,000 $ 3,739,980 $ 19,303,980 rft See Notes to Financial Statements - Exhibit K. [; -43 � . : I � TRANSIT SYSTEM FUND 1 II II CITY OF WICHITA FALLS, TEXAS Exhibit J-1 Transit System Fund Balance Sheet September 30, 1976 And 1975 September 30, II 1976 1975 Assets i Current Assets: I Cash (Exhibit J-4) $ 6,181 $ 4,008 Due from other funds 3,000 -0- Inventory - bus parts and supplies 9,751 9,460 Other 1,556 1,649 II 20,488 15,117 Plant and Equipment (Exhibit J-5): Furniture and fixtures 372 372 Machinery and equipment 12,688 11,654 Buses and motor vehicles 237,740 241,940 250,800 253,966 ii Less accumulated depreciation (82,333) (53,887) 168,467 200,079 $ 188,955 $ 215,196 1: Liabilities, Contributions And Retained Earnings (Deficit) 1 Liabilities: Accounts payable trade $ 2,064 $ 2,967 Due to other funds 20,351 15,249 I Accrued payroll 5,905 4,069 28,320 22,285 Contributions From General Fund 263,450 168,450 I Contributions In Aid Of Construction (Note 3) 264,921 232,401 Retained Earnings (Deficit) (Exhibit J-2) (367,736) (207,940) II160,635 192,911 $ 188,955 $ 215,196 1 II See Notes to Financial Statements - Exhibit K. W -4i U, le ir CITY OF WICHITA FALLS, TEXAS Exhibit J-2 ri Transit System Fund g" Statement Of Operations And Retained Earnings (Deficit) For The Years Ended September 30, 1976 And 1975 w" September 30, 1976 1975 Operating Revenues $ 109,302 $ 100,635 Operating Expenses (Note 3): Salaries and wages 143,458 108,233 Social Security 8,381 6,329 Employee retirement plan (Note 6) 2,742 2,165 Employee Insurance 3,734 2,552 Gas, oil and supplies 26,896 23,780 Maintenance 20,002 11,593 Utilities and telephone 4,249 3,631 Rent 3,600 3,600 Insurance 4,919 7,916 Other 18,934 3,255 236,915 173,054 Operating (loss) before other income and expense (127,613) (72,419) a" Gain On Sale Of Fixed Assets 305 1,710 Depreciation Expense (Exhibit J-5) (32,646) (29,718) Interest Income 158 -0- Net Operating (Loss) (159,796) (100,427) itts Retained Earnings (Deficit) , Beginning (207,940) (107,513) Wow Retained Earnings (Deficit), Ending $ (367,736) $ (207,940) TIP op la ii See Notes to Financial Statements - Exhibit K. -45- CITY OF WICHITA FALLS, TEXAS Exhibit J-3 Transit System Fund Statement Of Changes In Financial Position For The Years Ended September 30, 1976 And 1975 September 30, 1976 1975 Source Of Funds: Net (loss) for the year $ (159,796) $ (100,427) Add charges to (loss) not requiring outlays of working capital - depreciation 32,646 29,718 (127,150) (70,709) Categorical grants (Note 3) 32,520• -0- Federal shared revenue (Note 3) -0- 84,472 Contributions from general fund 95,000 52,450 370 66,213 Application Of Funds - Additions to plant and equipment 1,034 85,413 Net increase (decrease) in working OR capital $ (664) $ (19,200) Changes In Components: °. Increase (decrease) in current assets: Cash $ 2,173 $ (39,522) Due from other funds 3,000 -0- Inventory - bus parts and supplies 291 (215) 6110 Other (93) 1,325 (Increase) decrease in current r. liabilities: ► Accounts payable trade 903 (2,298) Due to other funds (5,102) 25,579 Accrued payroll (1,836) (4,069) Net increase (decrease) in working capital $ (664) $ (19,200) ■ it ■ I II ■ See Notes to Financial Statements - Exhibit K. -46- CITY OF WICHITA FALLS, TEXAS Exhibit J-4 3 Transit System Fund Statement Of Cash Receipts And Disbursements For The Year Ended September 30, 1976 Balances, Beginning: Cash in bank - demand deposits $ 1,964 Petty cash 2,044 4,008 Receipts: Operating revenues 109,302 Other income 463 Contribution by general fund 92,000 201,765 205,773 Disbursements: Accounts payable trade 2,967 Fixed asset additions 1,034 Expenditures 190,620 Accrued wages 4,069 Other 902 199,592 Balances, Ending: Cash in bank - demand deposits 4,137 Petty cash 2,044 $ 6,181 1 II See Notes to Financial Statements - Exhibit K. -47. I CITY OF WICHITA FALLS, TEXAS Exhibit J-5 I Transit System Fund Schedule Of Plant, Equipment And Depreciation For The Year Ended September 30, 1976 Plant And Equipment Beginning Transfers Ending Balances Additions Deletions In (Out) Balances Furniture And Fixtures $ 372 $ 372 I Machinery And Equipment 11,654 $ 1,034 $ 12,688 Buses And Motor Vehicles 241,940 $ 4,200 237,740 I $ 253,966 $ 1,034 $ 4,200 $ -0- $ 250,800 I I I I I I I I See Notes to Financial Statements - Exhibit K. -48- I :: CITY OF WICHITA FALLS, TEXAS Exhibit J-5 16 Transit System Fund Schedule Of Plant, Equipment And Depreciation For The Year Ended September 30, 1976 Accumulated Depreciation Net Plant tat Beginning Transfers Ending And Balances Additions Deletions In (Out) Balances Equipment :: $ 171 $ 24 $ 195 $ 177 8,475 1,018 9,493 3,195 lay 45,241 31,604 $ 4,200 72,645 165,095 r: $ 53,887 $ 32,646 $ 4,200 $ -0- $ 82,333 $ 168,467 I, II I I II E i c 1 Il 1 1 3 ,.. ,.. 3 -48. NOTES TO FINANCIAL STATEMENT CITY OF WICHITA FALLS, TEXAS Exhibit K Page 1 of 4 Notes To Financial. Statements September 30, 1976 1. Accounting Policies And Procedures: A. Basis of Accounting: The accompanying financial statements have been prepared, generally, on the accrual basis. Certain general fund revenues have been consistently stated on a cash basis. City officials are of the opinion that the accrual basis applied to these revenues would have an insignificant effect on the finan- cial statements. itom Penalty and interest on delinquent ad valorem taxes receivable is not re- cognized as an asset or income until collected. y- Am Paving assessment receivables are offset with a 100% cash basis allowance in participation paving fund. Income from paving assessments is recognized when cash is collected. B. Categorical Grants And Federal Revenue Sharing: r. Categorical grants and revenue sharing funds are accounted for in the trust and agency funds. Expenditures and revenues are also reflected in the other City funds depending on the nature of the grant or expenditure. VIM MD C. Fixed Assets And Depreciation: Fixed assets of the airport fund and the transit fund are stated at cost. The records of the general fixed assets and the fixed asset records of the water and sewer fund are incomplete as to historical carrying values, identifiable fixed assets units and, also, retirements are, generally, not recognized due to such incomplete records. Additions for the current year are stated at cost. Depreciation of fixed assets is recognized in the water and sewer fund, airport fund and transit system fund (enterprise funds). Depreciation is computed on the straight-line basis based on estimated useful lives ranging from three to fifty years. Fixed assets acquired from general fund revenues are not carried in the accounts of the general fund. In conformity with generally accepted govern- mental accounting principles, these fixed assets are known as general fixed assets and are carried in a separate self-balancing group of accounts called general fixed assets. No depreciation has been provided on general fixed assets. —4Q— City of Wichita Falls, Texas Notes To Financial Statements, Continued Exhibit K September 30, 1976 Page 2 of 4 1. Accounting, Policies And Procedures: (Continued) it D. General Obligation Bonds: All general obligation bonds, regardless of use of proceeds, are recorded only in the general long-term debt fund, including interest to maturity. E. Interest On Revenue Bonds; Interest on revenue bonds in the water and sewer fund and airport fund is recognized only as it accrues. 2. Tax Collections For Others: 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 cur- rently 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 aggregated $1,207,368 at September 30, 1976 and is reflected in the tax collection fund in the trust and agency fund group. 3. Contributions From Categorical Grants And Federal Revenue Sharing: Categorical grant expenditures aggregating $1,064,626 and $1,129,727 for the years ended September 30, 1976 and 1975, respectively, have been reflected in the following City funds: 1976 1975 General Fund $ 776,288 $ 1,106,125 Water and Sewer Fund 83,776 Transit Fund 32,520 Airport Fund 14,286 23,602 Participation Paving Fund 157,756 $ 1,064,626 $ 1,129,727 Federal revenue sharing expenditures aggregating $1,277,043 and $1,348,521 for the years ended September 30, 1976 and 1975, respectively, have been reflected in the following City funds: -50- City of Wichita Falls, Texas Notes To Financial Statements, Continued Exhibit K September 30, 1976 Page 3 of 4 3. Contributions From Categorical Grants And Federal Revenue Sharing: (Continued) 1976 1975 IIGeneral Fund $ 154,904 $ 463,359 Water and Sewer Fund 55,600 78,065 II Participation Paving Fund ' 299,354 217,504 Capital Projects Fund 767,185 505,121 Transit System Fund -0- 84,472 II $ 1,277,043 $ 1,348,521 The expenditures in the water and sewer fund include $51,708 of fixed asset II additions with the contra-amount being contributions in aid of construction. II4. Collateral - Revenue Bonds: The net revenues of the water and sewer fund and airport fund are pledged as collateral for the revenue bonds outstanding in the respective funds. 5. Payable To U. S. Government: IIThe City of Wichita Falls and Wichita County Water Improvement District No. 2, upon the completion of the Lake Kemp reconstruction project by the U. S. II Government, is required to reimburse to the U. S. Government 22.7% of their reported total cost of $8,764,912 or $1,989,635. The City's share of this amount is 66.11% or $1,315,348 payable in fifty annual installments of $51,661 which includes interest at the rate of 3.225%. The first payment was made in February of 1976 with each subsequent payment due on January 1. The City's share of the total costs reported by the U. S. Government or II $5,794,483 is reflected in fixed assets and the City's share of the unreim- bursed costs or $4,479,135 is reflected as a contribution in aid of construction. 6. Employee Retirement Cost: I City employees, except for firemen, are covered by the Texas Municipal Re- tirement System; firemen are covered by a self administered Fireman's Relief Fund. The Fireman's Relief Fund contribution is currently 6.75% of partici- pant's salary; the rate was, also, 6.75% in 1975. The Texas Municipal Re- tirement System contribution is currently 5.25% of participant's salary up to a maximum annual salary of $8,400; the rate was 5.75% in 1975. Prior service liability, if any, is funded by the City annually and would be in- cluded in the contribution rate. _G, City of Wichita Falls, Texas Notes To Financial Statements, Continued Exhibit K September 30, 1976 Page 4 of 4 6. Employee Retirement Cost: (Continued) 1 City' s contributions, to both plans, charged to operations is as follows: 1976 1975 General Fund $ 329,483 $ 308,043 Water and Sewer Fund 54,214 54,368 Airport Fund 3,332 2,776 Transit System Fund 2,742 2,165 $ 389,771 $ 367,352 7. Contributions (Transfers) Of Surplus Funds: During the current fiscal year, $820,000 of surplus funds in the water and sewer fund were contributed (transferred) to the general fund and $820,000 was contributed in the prior fiscal year. At the time of the transfers, all requirements of the bond reserve fund and the interest and sinking fund in the water and sewer fund had been satisfied. The transfers were made from surplus accounts of the water and sewer fund in compliance with existing ordinances governing such transfers and in con- formance with excess revenue provisions of the pertinent revenue bond indentures. 8. Airport Lease : The airport facilities are situated 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 required for landing fees at a rate of $1.8264 per scheduled landing. Rent expense on this lease was $8,162 and $7,224 for the fiscal years ended September 30, 1976 and 1975, respectively. 11 9. Contracts And Commitments: The City is contingently liable as endorser of a $400,000 note payable made by Wichita Falls General Hospital to a bank for the purchase of land. At September 30, 1976, the remaining balance of the note payable was $265,496 and all required payments had been made. 11 Data processing equipment rentals and payments aggregating approximately $110,000 will be required for the next fiscal year. -52- l CITY OF WICHITA FALLS, TEXAS Exhibit L-1 Tax Revenues By Source Last Ten Fiscal Years Business Gross Fiscal Total Ad Valorem Sales Receipts Occupation Year Taxes Taxes Taxes Taxes Taxes IP 1966-67 $ 4,859,914 $ 4,442,557 $. -0- $ 410,148 $ 7,209 1967-68 5,802,415 4,479,498 884,386 432,128 6,403 1968-69 6,043,770 4,299,255 1,287,078 450,778 6,659 r" 1969-70 6,590,542 4,743,846 1,350,000 489,841 6,855 iiii 1970-71 7,049,348 4,918,738 1,600,000 523,124 7,486 1971-72 7,274,629 5,002,195 1,720,000 545,599 6,835 or 1972-73 7,655,325 5,091,491 1,900,000 656,405 7,429 1973-74 8,233,443 5,220,182 2,325,000 681,368 6,893 40 1974-75 9,055,245 5,609,386 2,681,906 757,410 6,543 1975-76 9,707,747 5,713,960 2,983,763 1,003,408 6,616 ] . 13 3 3 6 I I I I . ppm iiii -53- I CITY OF WICHITA FALLS, TEXAS Exhibit L-2 1 Property Tax Levies And Collections 1 Last Ten Fiscal Years I Per Cent Total Tax Current Tax Of Levy Fiscal Year Levy Collections Collected 1966-67 $ 4,465,061 $ 4,187,744 93.80% 1967-68 4,514,277 4,228,690 93.67% 1968-69 4,299,255 4,125,058 95.95% 1969-70 4,746,379 4,568,765 96.26% 1970-71 4,875,445 4,690,158 96.20% 1971-72 4,999,048 4,808,066 96.18% 1972-73 5,149,122 4,982,724 96,77% 1973-74 5,272,911 5,102,886 96.78% 1974-75 5,646,229 5,500,910 97.43% 1975-76 5,771,676 5,621,613 97.40% -54- I CITY OF WICHITA FALLS, TEXAS Exhibit L-2 Property Tax Levies And Collections Last Ten Fiscal Years I Delinquent Tax Total Tax Total Coll ections Percent Of Collections Collections Current Levy 111 $ 159,972 $ 4,347,716 97.37% 122,631 4,351,321 96.39% 166,671 4,291,729 99.82% 144,875 4,713,640 99.31% r 146,079 4,836,237 99.20% 132,984 4,941,050 98.84% 3 142,230 5,124,954 99.53% { 126,249 5,229,135 99.17% 133,094 5,634,004 99.78% 119,564 5,741,177 99.47% I I El I I I L -54- CITY OF WICHITA FALLS, TEXAS Exhibit L-3 Assessed And Estimated Actual Value Of Taxable Property Last Ten Fiscal Years Real Property Personal Pro ertJy Fiscal Assessed Estimated Assessed Estimated Year Value Actual Value Value Actual Value 1966-67 $ 189,412,500 $ 378,825,000 $ 57,275,310 $ 114,550,620 1967-68 190,662,810 381,325,620 58,745,285 117,490,570 1968-69 192,499,218 384,998,436 49,515,325 99,030,650 1969-70 195,862,998 391,725,996 51,344,180 102,688,360 1970-71 201,585,330 403,170,660 52,815,610 105,631,220 1971-72 208,918,720 417,837,440 54,429,630 108,859,260 1972-73 216,141,878 432,283,756 57,740,540 115,481,080 1973-74 228,732,633 457,465,266 60,981,302 121,962,604 1974-75 332,865,560 475,522,228 101,448,771 144,926,816 1975-76 344,233,986 491,762,837 128,840,713 184,058,161 I I I I I I -55- ' 1 CITY OF WICHITA FALLS, TEXAS Exhibit L-3 1 Assessed And Estimated Actual Value Of Taxable Property Last Ten Fiscal Years Total Ratio Of Total Assessed Estimated Assessed To Total Value Actual Value Estimated Actual Value $ 246,687,810 $ 493,375,620 50.00% 249,408,095 498,816,190 50.00% 242,014,543 484,029,086 50.00% 247,207,178 494,414,356 50.00% 1 254,400,940 508,801,880 50.00% 263,348,350 526,696,700 50.00% 273,882,418 547,764,836 50.00% 11 289,713,935 579,427,870 50.00% 434,314,331 620,449,044 70.00% 473,074,699 675,820,998 70.00% t1 II Ii 1 1 -5` CITY OF WICHITA FALLS, TEXAS Exhibit L-4 Tax Rates And Tax Levies I 1966-1976 Tax Rates Per $100 Valuation Fiscal WFISD CVISD Period City School (1) School (2) 1966-67 $ 1.81 $ 1.61 $ 2.00 1967-68 1.81 1.61 2.00 1968-69 1.78 1.78 2.20 1969-70 1.92 1.86 2.30 I 1970-71 1.92 1.86 2.30 1971-72 1.90 1.86 1.35 1972-73 1.88 1.86 1.35 m 1973-74 1.82 1.92 1.35 1974-75 1.30 1.50 1.67 a 1975-76 1.22 1.50 1.67 Tax Levies 1966-67 $ 4,465,061 $ 3,994,395 $ 73,128 1967-68 4,514,277 4,038,370 79,324 1968-69 4,299,255 4,337,454 88,026 1969-70 4,743,846 4,625,896 96,415 1970-71 4,875,445 4,757,473 95,862 1971-72 4,922,000 4,891,188 135,000 1972-73 5,149,122 5,071,376 138,331 1973-74 5,272,911 5,361,905 171,566 1974-75 5,646,229 6,474,269 175,000 1975-76 5,771,676 7,077,588 258,433 m, (1) WFISD - Wichita Falls Independent School District - 91.79% in Wichita Falls mi city limits (2) CVISD - City View Independent School District - 66.34% in Wichita Falls city r limits ■ -56- CITY OF WICHITA FALLS, TEXAS Exhibit L-4 Tax Rates And Tax Levies 1966-1976 Tax Rates Per $100 Valuation County State Total $ 1.05 $ .47 $ 6.94 1.05 .47 6.94 im 1.05 .42 7.23 1.05 .37 7.50 1.05 .32 7.45 1.05 .27 6.43 1.05 .22 6.36 1.00 .17 6.26 LL' .97 .12 5.56 .97 .12 5.48 Tax Levies $ 1,753,123 $ 595,554 $ 10,881,261 1,789,336 612,145 11,033,452 1,824,287 816,582 11,365,604 1,926,248 530,738 11,923,143 1 ,997,622 480,890 12,207,292 2,180,136 371,610 12,910,575 2,226,311 312,574 13,345,267 1: 2,365,309 257 ,770 14,918,577 2 ,840,691 283,566 16,231,954 -56- CITY OF WICHITA FALLS, TEXAS Exhibit L-5 Ratio Of Net General Bonded Debt To Assessed Value And Net Bonded Debt Per Capita Last Ten Fiscal Years Fiscal Assessed Gross Bonded Year Population Value Debt** 1966-67 115,300 $ 246,687,810 $ 17,037,000 1967-68 115,340 249,408,095 18,867,000 1968-69 115,500 242,014,543 22,121,000 1969-70 94,976 247,207,178 22,943,000 1970-71 97,300 254,400,940 23,545,000 1971-72 98,500 263,348,350 21,975,000 1972-73 100,400 273,882,418 20,353,000 1973-74 101,600 289,713,935 18,721,000 1974-75 103,000 434,314,331 17,055,000 1975-76 103,700 473,074,699 15,564,000 ** Includes Water and Sewer Tax Obligation Bonds 57- x II CITY OF WICHITA FALLS, TEXAS Exhibit L-5 t II Ratio Of Net General Bonded Debt To Assessed Value And Net Bonded Debt Per Capita Last Ten Fiscal Years II Ratio Net Bonded Debt Less Debt Net Bonded To Assessed Net Bonded Debt Service Funds Debt Value Per Capita $ 551,679 $ 16,485,321 6.68% $ 142.98 423,755 18,443,245 7.39% 159.90 503,725 21,617,275 8.93% 187.16 498,561 22,444,439 9.07% 236.32 457,356 23,087,644 9.08% 237.28 409,201 21,565,799 8.19% 218.94 372,540 19,980,460 7.30% 199.01 345,885 18,375,115 6.34% 180.86 350,674 16,704,326 3.85 162.18 377,686 15,186,314 3.21% 146.44 w. II II II II -57- CITY OF WICHITA FALLS, TEXAS Exhibit L-6 Statement Of Direct Debt September 30, 1976 City Of Wichita Falls: General Obligation Debt $ 15,564,000 Less: Self Supporting Debt (A) $ 3,300,000 Amount Available for Debt Service 142,507 3,442,507 Net Debt $ 12,121,493 (A) General Obligation Bonds issued for Water and Sewer purposes. -58- CITY OF WICHITA FALLS, TEXAS Exhibit L-7 Schedule Of Revenue Bond Coverage Water And Sewer Revenue Bonds Last Ten Years Net Revenue Fiscal Gross Available For Year Revenues Expenses Debt Service 1966-67 $ 2,618,584 $ 1,071,974 $ 1,546,610 1967-68 2,536,938 1,182,898 1,354,040 1968-69 3,069,010 1,307,812 1,761,198 1969-70 3,153,610 1,388,778 1,764,832 1970-71 3,276,049 1,492,801 1,783,248 1971-72 3,295,249 1,524,358 1,770,891 1972-73 3,301,637 1,641,288 1,660,349 1973-74 3,919,673 1,835,213 2,084,460 1974-75 4,039,293 2,222,181 1,817,112 1975-76 4,574,697 2,643,078 1,931,619 .01 -59- r c II CITY OF WICHITA FALLS, TEXAS Exhibit L-7 1 Schedule Of Revenue Bond Coverage Water And Sewer Revenue Bonds Last Ten Years Annual Debt Service Requirements Principal Interest Total Times Covered r" ill $ 370,000 $ 380,279 $ 750,279 2.06 445,000 427,724 872,724 1.55 F* 445,000 454,881 899,881 1.96 iir 545,000 430,130 975,130 1.81 545,000 402,881 947,881 1.88 550,000 376,656 926,656 1.91 II II 550,000 353,656 903,656 1.84 650,000 439,231 1,089,231 1.91 650,000 402,715 1,052,715 1.73 650,000 375,265 1,025,265 1.88 II II 1 I II Ili II I! rd -5 i CITY OF WICHITA FALLS, TEXAS Exhibit L-8 Schedule Of Revenue Bond Coverage ' Airport Revenue Bonds Last Ten Years I Net Revenue Fiscal Gross Available For Year Revenue Expenses Debt Service 1966-67 $ 94,990 $ 46,181 $ 48,809 1967-68 96,805 50,571 46,234 1968-69 111,148 60,407 50,741 I 1969-70 117,520 63,141 54,379 1970-71 116,116 67,598 48,518 1971-72 120,551 75,235 45,316 m 1972-73 130,164 90,411 39,753 1973-74 160,045 99,970 60,075 1974-75 166,882 118,626 48,256 1975-76 205,392 140,609 64,783 0 0 4 U 4 -60- CITY OF WICHITA FALLS, TEXAS Exhibit L-8 Schedule Of Revenue Bond Coverage Airport Revenue Bonds Last Ten Years Annual Debt Service Requirements Principal Interest Total Times Covered $ 15,000 $ 13,188 $ 28,188 1.73 15,000 18,550 33,550 1.38 15,000 18,062 33,062 1.53 r"" 15,000 17,576 32,576 1.67 20,000 17,050 37,050 1.31 20,000 16,302 36,302 1.19 mm 25,000 15,550 40,550 .89 its 25,000 14,626 39,626 1.38 25,000 13,700 38,700 1.25 25,000 12,725 37,725 1.72 I MI t I 1 II II CITY OF WICHITA FALLS, TEXAS Exhibit L-9 Schedule Of Bonded Debt And Interest Maturities I September 30 1976 General Obligation Bonds Water And Serial Bond Interest Total Bonds Serial Bond I Fiscal Period Maturities On Bonds And Interest Maturities 1977 $ 1,499,000 $ 602,741 $ 2,101,741 $ 650,000 1978 1,500,000 543,038 2,043,038 675,000 1979 1,501,000 483,160 1,984,160 675,000 1980 1,306,000 423,175 1,729,175 675,000 1981 1,309,000 371,804 1,680,804 680,000 1982 1,311,000 319,767 1,630,767 680,000 k 1983 1,318,000 267,141 1,585,141 680,000 1984 1,320,000 214,855 1,534,855 680,000 1985 1,155,000 171,700 1,326,700 680,000 i 1986 857,000 133,425 990,425 680,000 1987 885,000 93,393 978,393 680,000 1988 670,000 63,841 733,841 680,000 1989 558,000 36,565 594,565 330,000 1990 250,000 12,312 262,312 330,000 1991 125,000 3,063 128,063 250,000 1992 100,000 1993 100,000 $ 15,564,000 $ 3,739,980 $ 19,303,980 $ 9,225,000 0, r a iii RI RI r I ii iii -61- CITY OF WICHITA FALLS, TEXAS Exhibit L-9 Schedule Of Bonded Debt And Interest Maturities September 30, 1976 Sewer Revenue Bonds Airport Revenue Bonds Interest On Total Bonds Serial Bond Interest Total Bonds Bonds And Interest Maturities On Bonds And Interest Total $ 347,815 $ 997,815 $ 25,000 $ 11,750 $ 36,750 $ 3,136,306 319,834 994,834 25,000 10,775 35,775 3,073,647 291,321 966,321 25,000 9,800 34,800 2,985,281 264,121 939,121 30,000 8,825 38,825 2,707,121 238,703 918,703 30,000 7,600 37,600 2,637,107 212,815 892,815 30,000 6,375 36,375 2,559,957 186,810 866,810 30,000 5,150 35,150 2,487,101 160,648 840,648 30,000 3,925 33,925 2,409,428 134,199 814,199 20,000 2,700 22,700 2,163,599 107,461 787,461 20,000 1,800 21,800 1,799,686 80,724 760,724 20,000 900 20,900 1,760,017 55,676 735,676 1,469,517 38,921 368,921 963,486 26,496 356,496 618,808 18,319 268,319 396,382 10,200 110,200 110,200 5,100 105,100 105,100 $ 2,499,163 $ 11,724,163 $ 285,000 $ 69,600 $ 354,600 $ 31,382,743 -61- CITY OF WICHITA FALLS, TEXAS Exhibit L-10 Page 1 of 3 Combined Schedule Of Bonds Payable September 30, 1976 Interest Final Rates And Issue Maturity Dates Date Date General Obligation Bonds: 1955 Wichita County Water Control And Improvement District No. 4 4-1/2, 4-3/4; (1/1, 7/1) 1/1/55 1/1/85 !I I I 1 1956 Wichita County Water Control And Improvement District No. 5 4, 4-1/2; (11/1, 5/1) 11/1/56 11/1/86 1959 Waterworks 4-1/2, 3-1/2, 3-3/4; I Improvement (2/1, 8/1) 8/1/59 8/1/79 1959 Wichita County Water Control And Improvement District No. 6 4-3/4, 5-1/2; (9/1, 3/1) 9/1/59 9/1/89 ai ■ -62- CITY OF WICHITA FALLS, TEXAS Exhibit L-10 014 Page 1 of 3 Combined Schedule Of Bonds Payable Setpember 30, 1976 Annual Serial Bonds Payments Authorized Issued Retired Outstanding $ 2,000 (1958-59) $ 275,000 $ 275,000 $ 132,000 $ 143,000 3,000 (1960-61) 4,000 (1962-63) II5,000 (1964-65) 6,000 (1966) 7,000 (1967-68) 8,000 (1969-70) 10,000 (1971-72) 12,000 (1973-76) 14,000 (1977) 15,000 (1978-80) 16,000 (1981-83) 18,000 (1984-85) 5,000 (1959-62) 560,000 560,000 210,000 350,000 11 10,000 (1963-67) 15,000 (1968-71) 20,000 (1972 Jan. - 1975 Dec.) 25,000 (1976 Jan. - 1978 Dec. ) i 30,000 (1979-81) 35,000 (1982-84) 40,000 (1985-86) 200,000 (1960-79) 4,000,000 4,000,000 3,400,000 600,000 5,000 (1963-66) 385,000 385,000 127,000 258,000 7 ,000 (1967) 8,000 (1968-69) 10,000 (1970-71) 12,000 (1972-74) 14,000 (1975-76) 15,000 (1977-78) 16,000 (1979-80) i 18,000 (1981-82) !! 20,000 (1983-85) 22,000 (1986) 25,000 (1987-88) 28,000 (1989) -62- CITY OF WICHITA FALLS, TEXAS Exhibit L-10 Page 2 of 3 Combined Schedule Of Bonds Payable September 30, 1976 Interest Final Rates And Issue Maturity Dates Date Date General Obligation Bonds: (Cont. ) 1959 Wichita County Water Control and Improvement District No. 4 4-3/4, 5-1/2; (9/1, 3/1) 9/1/59 9/1/89 1963 Park Improvement Bonds 3-1/4, 4, 5; (2/1, 8/1) 8/1/63 8/1/79 1963 General Obligation 1/10, 3.30, 3-1/4, 4, 5; Bonds (2/1, 8/1) 8/1/63 8/1/88 1964 General Obligation 5, 4-7/8, 3, 3.10, 3.20, Bonds 1/10; (2/1, 8/1) 8/1/64 8/1/84 1965 General Obligation 5, 4-3/4, 3, 3.10, 1/20 Bonds of 1%; (2/15, 8/15) 2/15/65 2/15/85 1968 General Obligation 5, 4-7/8, 4-1/2, 1/2 of Bonds 1%; (1/10, 7/10) 1/10/68 7/10/87 1968-A General Obligation 5, 4.5, 4.1, 4.2, 4.25, Bonds 4.3, 4.35, 4.4, 4.5, 4.55, 4.6, 3.5; (6/1, 12/1) 12/1/68 6/1/89 1970 General Obligation 7/0, 6.0, 5.25, 5.5, 5.75, Bonds 5.85, 6.0, 6.1, 5.0; (2/15, 8/15) 2/15/70 2/15/90 1971 General Obligation 4.0, 4.25, 4.5, 4.7, 4.8, 4.9; (2/15, 8/15) 2/15/71 2/15/91 Total General Obligation Bonds -63- * 1 C *1' 1 CITY OF WICHITA FALLS, TEXAS Exhibit L-10 Page 2 of3 1 Combined Schedule Of Bonds Payable September 3O, 1976 Annual I Serial Bonds Payments Authorized Issued Retired Outstanding II $ 5,000 (1962-70) $ 300,000 $ 300,000 $ 97,000 $ 203,000 II 8,000 (1971-74) 10,000 (1975-81) 12,000 (1982-85) ii 25,000 (1986-88) 30,000 (1989) m fiii 20,000 (1964-79) 320,000 320,000 260,000 60,000 100,000 (1964-79) 2,680,000 2,680,000 1,300,000 1,380,000 1 MA 120,000 (1980-88) ii 160,000 (1965-67) 3,285,000 3,285,000 1,965,000 1,320,000 165,000 (1968-84) 01 300,000 (1966-85) 6,000,000 6,000,000 3,300,000 2,700,000 i150,000 (1970-75) 3,000,000 3,000,000 1,075,000 1,925,000 175,000 (1976-87) II 85,000 (1971) 4,435,000 4,435,000 1,185,000 3,250,000 II150,000 (1972) 225,000 (1973-74) 250,000 (1975-89) I 100,000 (1972-86) 2,000,000 2,000,000 500,000 1,500,000 iiii 125,000 (1987-90) ii 125,000 (1976-91) 2,000,000 2,000,000 125,000 1,875,000 Lib $29,240,000 $ 29,240,000 $ 13,676,000 $ 15,564,000 ' "" -63 CITY OF WICHITA FALLS, TEXAS Exhibit L-10 Page 3 of 3 Combined Schedule of Bonds Payable September 30, 1976 Interest Final ;,, Rates And Issue Maturity Dates Date Date Revenue Bonds: I Water and Sewer Revenue Bonds: 1963 Water And Sewer 1/10, 3, 3.2, 3.3, 5; I Revenue (2/1, 8/1) 8/1/63 8/1/88 1966 Water And Sewer 5, 3-1/2, 3.6, 3-3/4, I Revenue 1/20; (8/1, 2/1) 2/1/66 2/1/91 I 1966-A Water And Sewer I Revenue 5, 4-7/8, 4; (2/1, 8/1) 11/1/66 8/1/91 1968 Water And Sewer 5, 4-5/8, 4-1/4, 4-1/2, I Revenue 4.60; (8/1, 2/1) 2/1/68 2/1/88 I 1973 Water And Sewer 5.5, 4.75, 4.5, 4.6, 4.7, Revenue 4.75, 4.9, 5, 5.1; (2/1, 8/1) 7/1/73 8/1/93 I Total Water And Sewer Revenue Bonds I Airport Revenue Bonds: 1 1964 Airport Revenue 3-1/4, 3-1/2, 3-3/4, 4; (4/15, 10/15) 4/15/64 4/15/84 1967 Airport Revenue 4-1/2; (10/15, 4/15) 4/15/67 4/15/87 I Total Airport Revenue Bonds Total Revenue Bonds I Total All Bonds -64- • i u;. CITY OF WICHITA FALLS, TEXAS Exhibit L-10 Page 3 of 3 Combined Schedule Of Bonds Payable September`30, 1976 Annual Serial Bonds Payments Authorized Issued Retired Outstanding $ 220,000 (1964-71) $ 5,585,000 $ 5,585,000 $ 2,885,000 $ 2,700,000 225,000 (1972-88) 75,000 (1966) 3,800,000 3,800,000 1,575,000 2,225,000 150,000 (1967-80) 155,000 (1981-90) 75,000 (1991) 75,000 (1968-91) 1,800,000 1,800,000 675,000 1,125,000 100,000 (1970-77) 2,175,000 2,175,000 700,000 1,475,000 125,000 (1978-88) 100,000 (1974-93) 2,000,000 2,000,000 300,000 1,700,000 15,360,000 15,360,000 6,135,000 9,225,000 10,000 (1965-66) 375,000 375,000 190,000 185,000 15,000 (1967-72) 20,000 (1973-79) 25,000 (1980-84) 5,000 (1971-84) 130,000 130,000 30,000 100,000 20,000 (1985-87) 505,000 505,000 220,000 285,000 15,865,000 15,865,000 6,355,000 9,510,000 $ 45,105,000 $ 45,105,000 $ 20,031,000 $ 25,074,000 -64-