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HomeMy WebLinkAbout1964 12 31 Financial Report - City of Friendswood f CITY OF FRIENDSWOOD, TEXAS FINANCIAL REPORT For the Fiscal Year Ended December 319 1964 dik TABLE OF CONTENTS eh Page. Letter of Transmittal Statement of Combined Cash Receipts and Disbursements All Funds Except Utility Fund 1 General Fund - Operating Expenses General and Administrative Expenses - Schedule I 2 Police Department Expenses - Schedule II 3 Street and Drainage Department Expenses - Schedule III 4 Garbage Department Expenses - Schedule IV 4 Capital Expenditures - Schedule V 5 Comparison of the Budget with the Actual Receipts and Disbursements - General Fund 6 Water and Sewer System - Statement of Income and Expenses 7 Galveston County Water Control & Improvement District #15 (assumed City of Friendswood) Bonded Indebtedness - Interest and Sinking Fund - Statement of Combined Cash 411114 Receipts and Disbursements 8 Galveston County Water Control & Improvement District #15 (assumed City of Friendswood) Bonded Indebtedness - Interest and Sinking Fund Reserve Account - Statement of Combined Cash Receipts and Disbursements 9 Water and Sewer System - Construction Account - Statement of Cash Receipts and Disbursements 10 Balance Sheet - Water and Sewer System 11 & 12 Balance Sheet - All Funds 13 & 14 Statement of Reserves and Surplus 15 Schedule on Reserve for Retirement of Sinking Fund Bonds - (assumed City of Friendswood) 16 & 17 Schedule of General Fixed Assets 18 Schedule of Property, Plant and Equipment - Water and Sewer System 19 Schedule of Expenditures and Encumbrances Compared with Appropriations - Construction in Progress - Water and 4 Sewer System 20 & 21 Schedule on Contracts Payable - Construction in Progress - Water and Sewer System 22 TABLE OF CONTENTS continued Page Schedule of Principal and Interest Maturities - Galveston County Water Control and Improvement District #15 (assumed City of Friendswood) Waterworks and Sanitary Sewer System Combination Revenue and Unlimited Tax Bonds 23 Schedule of Principal and Interest Maturities - Galveston County Water Control and Improvement District #15 (assumed City of Friendswood) Waterworks and Sewer System Unlimited Tax Bonds 24 Schedule of Insurance in Force 25, 26 & 27 HELOISE BROWN CANTER CERTIFIED PUBLIC ACCOUNTANT 1101 Memorial Professional Building HOUSTON, TEXAS 77002 February 12, 1965 Honorable Mayor and City Council City of Friendswood, Texas • Gentlemen: At your request, I have set up an accounting system for the CITY of FRIENDSWOOD, TEXAS. I have posted to the accounts all recorded cash receipts and disbursements for the period from May 1961 to December 31, 1964. By City Ordinance #51A, passed and approved on December 21, 1964, the City of Friendswood elected, under the provision of the state law governing, to absorb the Galveston County Water Control and Improvement District #15. By this ordinance, the City of Friendswood assumed all outstanding legal indebtedness and all outstanding bonds and interest unpaid thereon. All properties and assets of the Galveston County Water Control and Improve- ment District #15 became the property of the City of Friendswood, Texas. In connection therewith, I have analyzed the various statements rendered to you by the County Auditor in his report dated November 30, 1964, and I have set up records of account for the City of Friendswood Water and Sewer System. Submitted herewith is the Financial Report of the City of Friendswood for the fiscal year ended December 31, 1964. The report covers all funds and accounts of the city. Accounting records for the city are maintained on a cash basis; the records for the Water and Sewer System are maintained on an accrual basis. The City of Friendswood levied taxes for the first time on October 1, 1964. Taxes and other revenues are reported as received. Taxes levied in 1964 by the Galveston County Water Control. and Improvement District #15 and 01111 unpaid on December 1, 1964 were assigned to the City of Friendswood Water and Sewer System along with all taxes unpaid from prior years. These tax receivables have been accrued to the proper Interest and Sinking Fund accounts. Interest on the Water and Sewer System bonds due within one year has been removed from the Reserve for the Retirement of Sinking Fund Bonds. A detailed schedule on this has been included in this report to help you in your financial planning. In 1965, the City will render taxes for general fund operations as well as for the retirement of bonds assumed from the Galveston County WCID #15. It is my recommendation that at that time a special tax fund account be used as a clearing account for all tax monies. All collections would be • deposited in the Tax Fund Account and checks written at the end of each month to disburse the tax fund collections to the various funds set up to receive them. Certain comparative figures on your operations are as follows: General City Government The following is a summary of the cash receipts and disbursements of the General Fund for the fiscal years ended December 31, 1963. and 1964. 12/31/63 12/31/64 Revenues - Operating $ 9,679.02 $30,472.04 Revenues - Other 607.29 Total Revenues $10,286.31 $30,472.04 Disbursements Operating Expense $ 9,005.17 $15,279.84 Capital Expenditures 405.73 1,622.63 Other 1,572.00 Total Disbursements $ 9,410.90 $18.474.47 Excess of Revenues over Disbursements $ 875.41 $11.997.57 Taxes - General Fund The 1964 tax levy and collections through December 31, 1964 are as follows: Appraised Value - October 19 1964 $10,599,600 Assessed Value - October 1, 1964 6,359.760 Taxes Assessed $ 31,798.80 Less: Changes and Corrections 17.77 Taxes Assessed (Adjusted) $ 31,781.03 Less: Collections (?964) 13.202.34 0.4 Taxes Unpaid as of December 31, 1964 $ 18,578.69 Tax Collections through December 319 1964 41.54% Water and Sewer System The following is a summary of income and expenses of the operating 4111 fund of the Water and Sewer System for the month of December 1964. Operating Revenues $ 4,956.70 Less: Operating Deductions 3.1099.00 Income Available for Debt Service $ 1,857.70 Less: Provision for Depreciation 684.49 Operating Income (December 1964) $ 19173.21 Taxes levied by the Galveston County WCID #15 and collections thereon are as follows: 1962 1963 1964 Assessed Valuation $1,611,685 $2,148,151 $3,056,800 Tax Levy $ 16,116.85 $21,481.51 $30,568.02 Collections to 12/31 $ 7,593.86 $ 9,195.79 $15,955.52 Total Collections $ 16,061.45 $21,010.87 In Process % Collections to 12/31 47.12% 42.81% 52.20% % Total Collections 99.65% 97.81% As of December 31, 1964, there were 508 water connections and 404 sewer connections. Bond Provisions At the time you assumed the indebtedness of the Galveston County WCID #15, you agreed to pay current interest on said bonds as it accrued and to pay each installment of principal as it became due. There are certain provisions of the Bond Orders that I must call to your attention. These orders state that all taxes collected for payment of principal and interest on the bonds shall be deposited, as collected, in the official depository of the unit to the credit of the Interest and Sinking Fund. The net revenues of the system are also pledged to the payment of the 1957 and 1958 Series Bonds. In.n connection therewith, the Water and Sewer System must deposit all revenues as collected in a separate operating account which must be kept separate and apart from all other funds of the unit. This fund shall be administered as follows: 1) All expenses in operating the water and sewer system are paid from this fund, and 2) There shall be paid each year from the Water and Sewer Operating Fund into the Interest and Sinking Fund not less than 100% of the amount required to meet interest eh and principal payments falling due on or before the following March 1. Payments required under this provision shall be made in monthly installments not later than the 15th of each month after reserving in the Water and Sewer Operating Fund an amount equivalent to total administration costs for the month immediately preceding. The 1957 and 1958 Series of Bonds also require that a Bond Reserve Fund be set up and that after payments have been made as required under number 1 and 2 above then there shall be paid each year from the Water and Sewer Operating Fund into the Bond Reserve Fund a sum equal to 20% of the principal and interest payments required by #2 above until such time as there is in the Bond Reserve Fund an amount equal to the average annual principal and interest requirements coming due on bonds authorized hereby. These payments into the Bond Reserve Fund each year shall be in substantially equal monthly installments and shall be deposited by the 15th of each month. Prior to the time that the City of Friendswood absorbed the water district, the Operating Fund had contributed $60,370.47 out of its funds for Capital Improvements. This type of expenditure should be planned and executed only after previous obligations of the Operating Fund have been met. The total debt service for 1964 was $28,699.56; however, in 1964, you had $13,000.00 provided by transfer from the Construction Fund to pay the interest on the last bonds sold. In 1965, your debt service amounts of $29,190.00 and for 1966, this figure increases to $33,030.00. You should take careful note of the increase in the scheduled debt service and decide at the time of your tax levy if the assessed valuation has increased sufficiently to take up the difference and if the tax rate will have to be raised and what portion of the debt service will have to be realized from the Operating Fund. The Bond Reserve Fund, on December 31, 1964, had a balance of $8,113.19 which was considerably short of the amount that should be in this fund according to the Bond Indenture relating to the _957 and 1958 Series Combination Revenue and Unlimited Tax Bonds. The balance in this account should be $18,164.33. The provision in the Bond Indenture concerning the contribution from the Operating Fund is an irrevocable promise to the purchasers of these bonds that you assumed, and unless some unforeseen catastrophe prevents you from complying, the required money should be deposited in this Reserve Fund on a regular basis. These provisions have not been fully complied with in the past. I call them to your attention so that you will have knowledge of these provisions. Recommendations I would encourage you to give consideration to the installation of an accounting machine for the use of the City as well as the Water and Sewer System. The system of water billing and collection used by the District in the past and still in use does not afford the proper control of accounts receivable. With an accounting machine, journal control of water accounts could be set up by using a ledger sheet for each customer. This would give control on water billings as well as payments on account. The machine would be very useful in the preparation of a tax roil and posting tax payments to record sheets. At the present time, there is no control over tax collections. To attempt to have these controls, without the aid of an accounting machine, would require additional help in your office. Your system of internal control is further handicapped by the fact there is no local bank and the City and the Water office are frequently called upon to cash more than a normal number of checks in order to collect revenues. eh Opinion In my opinion, the accompanying statements present fairly, in accordance with generally accepted accounting principles, the financial position of the City of Friendswood, Texas as of December 31, 1964, and the results of its operations for the fiscal year then ended. Very truly yours, i ------'L' . C.-tk-t 4t>t- / 51- 44/1‘-Vj (?1-,ci-6---A.._ Heloise Brown Canter Certified Public Accountant CITY OF FRIENDSWOOD, TEXAS STATEMENT OF COMBINED CASH RECEIPTS AND ALL FUNDS EXCEPT UTILITY FU FOR THE FISCAL YEAR ENDED DECEMBER T F Cash Balance - January 1, 1964 $ 1 Receipts Revenue Ad Valorem Taxes - 1964 Roll $13 Tax Certificates • Franchise and Gross Receipts Taxes 3 Fines and Forfeits 4 Building Permits 6 Electrical Permits 1 Plumbing Permits 1 Miscellaneous Other Permits Dog Tags Fee - Approval of Subdivision Lots Copies of Subdivision Code Copy of Accident Report Other Receipts - Unidentified Cancellation of Outstanding Checks Total Revenue 130. Miscellaneous Transfer from General Fund $ 1 Transfer from Water & Sewer System _ Total Miscellaneous $ 2, Total Receipts $32, Total Available $34. Disbursements Operating Expenses General and Administrative Expenses (Schedule I) $ 8, Police Department Expenses (Schedule II) 5, Street and Drainage Department (Schedule III) 1, Garbage Department Expenses (Schedule IV) Total Operating Expenses $15. Capital Outlay (Schedule V) $1. Total Capital Outlay $ 1. Miscellaneous Transfer to Water & Sewer Construction Fund $ Transfer to Social Security Fund 1, Reduction of Notes Payable Total Miscellaneous $ 3, Total Disbursements $19, Cash Balance - December 31, 1964 $14, 1 SCHEDULE I CITY OF FRIENDSWOOD, TEXAS GENERAL FUND GENERAL AND ADMINISTRATIVE EXPENSES FOR THE FISCAL YEAR ENDED DECEMBER 31, 1964 Salaries and Wages Mayor and Council $ 6.00 City Secretary and Clerk 2,629.89 City Engineer 750.00 Building Inspector 1,810.21 Tax Assessor and Collector _ 700.00 Total Salaries and Wages $5,896.10 Insurance and Bonds 230.00 Telephone 296.85 Utilities 18.00 Office Supplies and Postage 497.67 Box Rental - Post Office 2.80 Dog Tags 22.96 Rental of Office Equipment 25,00 Legal Expense 900.00 Dues, Subscriptions and Publications 91.26 OR Election Expense 219.12 Printing and Legal Notices 96.76 Janitor Supplies 1.86 Tax Appraisal Expense 52.21 Rent 252.50 Total General and Administrative Expenses $8,603109 2 SCHEDULE II CITY OF FRIENDSWOOD, TEXAS 0' GENERAL FUND POLICE DEPARTMENT EXPENSES FOR THE FISCAL YEAR ENDED DECEMBER 31, 1964 Salaries Chief $1,464.96 Patrolmen 1,100.00 Special School Patrol 259.38 Warrant Expense _220.00 Total Salaries $3,044.34 Telephone 26.07 Office Supplies 134.91 Maintenance of Equipment 837.49 Gas and Oil 724.63 Miscellaneous Materials and Supplies 32.90 Uniforms and Badges 250.96 Total Police Department Expenses $5,051.30 3 SCHEDULE III CITY OF FRIENDSWOOD, TEXAS gENERAL FUND STREET AND DRAINAGE DEPARTMENT EXPENSES FOR THE FISCAL YEAR ENDED DECEMBER 31, 1964 Utilities - Street Lights $ 609.00 Maintenance of Streets 187,45 Materials and Supplies 554.00 Total Street and Drainage Department Expenses $11350.45 SCHEDULE IV CITY OF FRIENDSWOOD, TEXAS GENERAL FUND GARBAGE DEPARTMENT EXPENSES FOR THE FISCAL YEAR ENDED DECEMBER 31, 1964 Service - Griffin & Griffin $ 275.00 Total Garbage Department Expenses $ 275,00 p 4 SCHEDULE V CITY OF FRIENDSWOOD, TEXAS GENERAL FUND CAPITAL OUTLAY FOR THE FISCAL YEAR ENDED DECEMBER 31,_ 1964 General and Administrative Clary Adding Machine $ 160.00 Cabinet 45.24 Fan 21.45 IBM Electric Typewriter 250.00 Memo Cabinet 7,OO Total General and Administrative $ 483,69 Police Department Additions - 1963 Plymouth Police Car $ 35.25 C B Radio 60.00 Radar Unit 732.85 Fire Extinguisher for Police Car ,6.90 Total Police Department 1 1345,00 Streets and Drainage Street Signs $ 293.94 Total Streets and Drainage $ 293.94 Total Capital Outlay $1,622163 5 CITY OF FRIENDSWOOD, TEXAS 016 GENERAL FUND COMPARISON OF THE BUDGET WITH THE ACTUAL REVENUE AND DISBURSEMENTS 1964 EXCESS OR BUDGET ACTUAL DEFICTENCY* Revenue Ad Valorem Taxes $13,202.34 $13,202.34 Tax Certificates 2.00 2.00 Franchise and Gross Receipts Taxes $ 2,696.64 3,878.38 1,181.74 Fines and Forfeits 4,193.52 4,122.00 71.52* Permits 15,942.33 9,046.97 6,895.36* Dog Tags 116.00 116.00 Fee - Approval of Subdivision Lots 66.00 66.00 Copies of Subdivision Code 6.00 6.00 Copy of Accident Report 1.00 1.00 Other Receipts - Unidentified 20.35 20.35 Cancellation of Outstanding Checks _ _ 11.00 11.00 Total Revenue $22,832.49 $30,472.04 $ 7,639.55 Operating Expenditures General and Administrative Expenses $11013.65 $ 8,603.09 $ 3,310.56 Police Department Expenses 5,795.62 5,051.30 744.32 Street and Drainage Department Expenses 2,419.20 1,350.45 1,068.75 Garbage Department Expenses 275.00 275.00 Total Operating Expenditures $20,403,47 $15,279.84 $ 5,123.63 Excess of Revenues over Expenditures $ 2,429.02 $15,192.20 $12,763.18 C?pital Outlay General and Administrative $ 455.24 $ 483.69 $ 28.45* Police Department 1,437.10 845.00 592.10 Street and Drainage 36.30 293.94 257,64* Total Capital Outlay $ 1,928,64 $ 1,622,63 $ :306.01 Tran, r of Funds Transfer to Social Security Fund $ 1,572.00 $ 1,572.00* Total Transfer of Funds $ 1,572.00 $_ 1,572.00* Addition to Surplus $ 00.38 $4 ,997.57 $11,,497.19 • CITY OF FRIENDSWOOD, TEXAS WATER AND SEWER SYSTEM STATEMENT OF INCOME AND EXPENSES FOR THE PERIOD FROM DECEMBER 1, 1964 through DECEMBER 31, 1964 Operating Income Water and Sewer Service Charges $ 3,866.70 Tap Fees 1,090,00 Total Operating Income $ 4,956.70 Less: Operating Deductions Salaries and Wages $1,352.50 Insurance and Bonds 359.99 Office and General Administrative Expense 95.40 Operating Supplies 532.36 Repairs - Plant 161.92 Repairs - Lines 14.52 Truck Expense 150.57 Utilities _ 431.74 Total Operating Deductions 3,099.00 Income Available for Debt Service $ 1,857.70 Provision for Depreciation 684.49 Operating Income $ 1,173.21 Non-Operating Disbursements Transfer to Interest and Sinking Fund 0.00 Transfer to Interest and Sinking Fund Reserve Account 0,00 Net Transferred to Surplas $ 1,173.21 414 GALVESTON COUNTY WATER CONTROL AND IMPROVEMENT (assumed CITY OF FRIENDSWOOD BONDED INDEBTE: STATEMENT OF COMBINED CASH RECEIPTS AND DISBU: INTEREST AND SINKING FUNDS FOR THE_PERIOD FROM DECEMBER 1, 1964 through DECE/ WATERWORKS & Si COMBINATION RE, TOTAL 1957 Series Cash Balance - December 1, 1964 Transfers From Galveston County WCID #15 - Interest and Sinking Fund Accounts $22,539.02 $ 2,960.38 From Water & Sewer System Operating Fund 0.00 0.00 Receipts Taxes - 1964 Roll 7,889.95 3,290.11 Taxes - 1963 Roll 47.60 19.85 Penalty and Interest 8.23 3.43 Tax Certificates 12.00 5,00 Total to be Accounted For $30,496.80 $ 6,278.77 D35bur§_ements Payment of Interest 0.00 0.00 Bonds Retired 0.00 0.00 Cash Balance - December 31, 1964 $30,496.80 $ 6,278.77 8 GALVESTON COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 15 (a§sumed CITY OF FRIENDSWOOD BONDED INDEBTEDNESS) STATEMENT OF COMBINED CASH RECEIPTS AND DISBURSEMENTS INTEREST AND SINKING FUND RESERVE ACCOUNT FOR THE PERIOD FROM DECEMBER 1, 1964 through DECEMBER 31, 1964 WATERWORKS AND SANITARY SEWER SYSTEM COMBINATION REVENUE & UNLIMITED TAX TOTAL 1957 Series 1958 Series Ca.5h Balance - December 1,1964 Tran5fgr� From Galveston County WCID #15 - Interest and Sinking Fund Reserve Account $7,850.51 $7,143.97 $ 706.54 From Water & Sewer System Operating Fund 0.00 0.00 0.00 Receipts • Interest Earned _ 262.68 _ 239.04 _ 23.64 Total to be Accounted For $8,113.19 $7,383.01 $ 730.18 Disbursement _ 0.00 _ 0.00 _ 0100 Cash Balance - December 31,1964 $8,113.19 17,383101 $ 730.18 p 9 CITY OF FRIENDSWOOD, TEXAS WATER AND SEWER SYSTEM CONSTRUCTION FUND STATEMENT OF CASH RECEIPTS AND DISBURSEMENTS FOR THE PERIOD FROM DECEMBER 1,_1964 through DECEMBER_3J.. 1964 Cash Balance - December 1, 1964 $ 0.00 Receipt§ Transfer from Galveston County Water Control and Improvement District #15 Construction Fund $ 85,789.84 Transfer from General Fund 840.00 Housing and Home Finance Agency _ 20.600.00 Total Receipts L07L229184 Total to be Accounted For $107,229.84 Disbursements Transfer to General Fund - deposited to Social Security Fund in error $ 840.00 Payment on Contracts 840.00 Total Disbursements 1.680.00 Cash Balance - December 31, 1964 $105,549.84 p 10 CITY OF FRIENDSWOOD, TEXAS WATER AND SEWER SYSTEM BALANCE SHEET DECEMBER 31. 1964 ASSETS CURRENT ASSETS Petty Cash $ 225.00 Cash on Hand - Revenues Undeposited 1,023.04 Cash in Bank 5,508.72 Accounts Receivable 5,664.33 Utility Deposits - 30.00 Total Current Assets $ 12,451.09 UTILITY FIXED ASSETS Schedule Attached 832,638.34 FUND ACCOUNTS Water and Sewer System Construction Fund Cash in Bank $105,549.84 Due from Housing & Home Finance Agency 80.100.00 Total Water and Sewer System - Construction Fund Assets $185,649.84 Interest and Sinking Funds Cash on Hand - Tax Collections Undeposited $ 5,925.80 Cash in Bank 24,571.00 Taxes Receivable (Levies by Galveston County WCID #15) 1964 $14,612.50 1963 470.64 1962 55.40 1961 32.30 1960 and Prior Years 107.90 15.278.74 45,775.54 Interest and Sinking Fund Reserve Accounts Cash in Bank 8,113.19 Total Interest and Sinking Fund Reserve Assets 8.113.19 Total Fund Accounts 239,538.57 7 Total Assets $1,084,628,00 11 e LIABILITIES, RESERVES AND SURPLUS • CURRENT LIABILITIES Accounts Payable $ 3,441.23 Withholding Tax Payable 65.70 Social Security Tax Payable 12.69 Customers' Meter Deposits _ 665.00 Total Current Liabilities $ 4,184.62 FUND ACCOUNT CURRENT LIABILITIES Water and Sewer System Construction Fund Contracts Payable $157,005.70 Interest and Sinking Fund Bond Interest Payable Within One Year $ 27,190.00 Bonds Payable Within One Year 2.000,00 29.190.00 Total Fund Account Current Liabilities 186,195.70 LONG TERM DEBT Total Bonds Payable $596,000.00 Less: Bonds Due Within One Year 2.000.00 Total Long Term Debt 594,000.00 RESERVES For Authorized Expenditures - Water and Sewer System Construction Fund $ 28,644.14 For Depreciation 684.49 For Retirement of Sinking Fund Bonds 1957 Series $ 7,886.72 1958 Series 1,549.20 1962 Series 7,360.49 1963 Series 9.902.32 _ 26,698.73 Total Reserves 56,027.36 CONTRIBUTIONS Maintenance and Operating Fund for New Addition Assets $ 60,370.47 Contribution by Land Owners 5,367.87 Federal Agencies _170,900.00 Total Contributions 236,638.34 SURPLUS Earned 7s581:48 Total Surplus 7,581=98 Total Liabilities, Reserves and Surplus $1,0841628.00 12 CITY OF FRIENDSWOOD, TEXAS COMBINED BALANCE SHEET - ALL FUNDS as of DECEMBER 31, 1964 COMBINED TOTAL GED ALL FUNDS FL ASSETS AND OTHER DEBITS ASSETS - Other than Fixed Petty Cash $ 247.74 $ Cash on Hand - Revenues Undeposited 5,559.90 4, Cash in Bank 15,749.97 7, Accounts Receivable 5,664.33 Utility Deposits 30.00 Due from Social Security Fund 840.00 Fund Accounts Water & Sewer System Construction Fund Cash in Bank 105,549.84 Due from Housing & Home Finance Agency 80,100.00 Interest and Sinking Fund Cash on Hand - Tax Collections Undeposited 5,925.80 Cash in Bank 24,571.00 Taxes Receivable -(Galveston County WCID #15 Tax Levies) 15,278.74 Interest & Sinking Fund Reserve Cash in Bank 8,113.19 _ Total Assets - Other than Fixed $ 267,630.51 $13,', FIXED ASSETS Land $ 10,791.95 Structures and Improvements 312,847.00 Machinery and Equipment 4,556.23 Construction in Progress 508,524.16 Furniture, Fixtures and Equipment 907.17 Total Fixed Assets $ 837,626.51 Less: Allowance for Depreciation 684.49 Net Fixed Assets $ 836.942.02 Grand Total $1,104,572.53 $13,2 LIABILITIES) RESERVES AND SURPLUS LIABILITIES - Other than Long Term Accounts Payable $ 3,441.23 Withholding Tax Payable 65.70 Social Security Tax Payable 12.69 46, Customers" Meter Deposits 665.00 Due to General Fund 840.00 Contracts Payable 157,005.70 13 CITY OF FRIENDSWOOD, TEXAS COMBINED BALANCE SHEET - ALL FUNDS 41111* as of DECEMBER 31, 1964 COMBINED TOTAL GENEI ALL FUNDS FUNI Continued from Prior Page Interest on Bonds - Payable Within 1 Year $ 27,190.00 Bonds Payable - Within One Year 23000,00 Total Liabilities - Other than Long Term $ 191,220.32 LONG TERM LIABILITIES Bonds Payable $ 594,000.00 • Total Long Term Liabilities $ 594,000.00 Total Liabilities $ 785,220.32 OTHER CREDITS For Authorized Expenditures - Water & Sewer System Construction Fund $ 28,644.14 Reserve for Retirement of Sinking Fund Bonds 1957 Series 7,886.72 1958 Series 1,549.20 1962 Series 7,360.49 1963 Series 9,902.32 Social Security Fund Reserve 1,572.00 Contributions By Maintenance and Operating Fund for New Addition Assets 60,370.47 By Land Owners 5,367.87 By Federal Agencies 170,900.00 Total Other Credits $ 293,553.21 SURPLUS Investment in Fixed Assets $ 4,988.17 Unappropriated Surplus 20.810.433 $13,22 Total Surplus $ 25,799,00 $13,22 Grand Total $1,104,572.53 $13,22 14 CITY OF FRIENDSWOOD, TEXAS STATEMENT OF RESERVES AND SURPI 4.11 FOR THE FISCAL YEAR ENDED DECEMBEI GENERAL FUND UNAPPROPR: • TOTAL SURPLUS BaJ. nce - January 1, 1964 $ 4,,59 ,$2 1,2J1, Additions Galveston County WCID #15 absorbed by City of Friendswood and Reserve and Surplus Accounts transferred to City of Friendswood Water & Sewer System Unappropriated Surplus $ 6,408.77 Interest & Sinking Funds 22,539.02 Interest & Sinking Fund Reserve Account 7,850.51 Taxes Receivable 23,216.29 Unappropriated Surplus - Construction Fund 31,684.14 Excess of Revenues over Expenditures 17,049.90 $15,192. Ilk Additional Revenue - Interest & Sinking Fund 20.23 Additional Revenue - Interest & Sinking Fund Reserve 262.68 Transfer of Funds from General Fund to Social Security Fund 1,572. Property Additions 1.622. Total Additions $109,031.54 $11,9974 Total to be Accounted For $113,628.36 $13,228. Deductions Appropriations - Construction Fund $ 3,040.00 To Accrue Bond Interest payable 3-1-65 and 9-1-65 27,1901_00 Total Deductions $ 30,230.00 Balance - December 31, 1964 $ 83,398,36 $13,228. 40 15 GALVESTON COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT #15 (aaaumed CITY OF FRIENDSWO0D BONDED INDEBTEDNESS) SCHEDULE ON RESERVE FOR RETIREMENT OF SINKING FUND BONDS as of DECEMBER 31, 1964 INTEREST AND SINKING FUND WATERWORKS AND SANITARY SEWER SYSTEM COMBINATION REVENUE AND UNLIMITED TAX 1957 Series 1958 Series Cash Balances in Fund - December 31, 1964 $ 6,278.77 5 1,419,60 Additions Taxes Receivable - Galveston County WCID #15 1964 Taxes $ 6,093.41 $ 613.72 1963 Taxes 196.26 19.76 1962 Taxes 32.69 3.32 1961 Taxes 29.39 2.91 1960 and Prior Years" Taxes 98.19 9.71 Total Taxes Receivable $ 6.449.94 $ 649.42 Maximum Tax Funds Available for Debt Service $12,728.71 $ 2.069.02 Deductions Bond Interest due 3-1-65 $ 6,135.00 $ 625.00 Bond Interest due 9-1-65 f_090.00 625.00 Total Bond Interest Payable Within One Year $12,225.00 $ 1,2 0.00 Funds Available for Retirement_of Sinking Fund Bonds $ 503.71 $ 819.02 16 • INTEREST AND SINKING FUND INTEREST AND SINKING FUND RESERVE ACDOUNT WATERWORKS AND SEWER SYSTEM WATERWORKS AND SANITARY SEWER SYSTEM UNLIMITED TAX BONDS COMBINATION REVENUE AND UNLIMITED TAX BONDS 1962 Series 1963 Series 1957 Series 1958 Series $10,320,31 $12,478,12 1 7,383,01 $ 730,18 $ 3,653.13 $ 4,252.24 117.66 136.96 19.39 $3,790.1,8 $ 4,3 9 20 $141110.49 $16,867.32 $ 3,375.00 $ 3,482.50 3,375.00 3.482.50 $ 6,750.00 $ 6,965.00 $ 7,360.49 $ 9,902.32 $ 7,383.01 $ 730,18 17 41/1/14 CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF GENERAL FIXED ASSETS as of_DECEMBER 31, 1964 BALANCE BALANCE 1 --1-64 ADDITIONS RETIREMENTS 12-31-64 Furniture, Fixtures and Office Equipment 2 dr. Filex File Cabinet $ 18.46 $ 18.46 Desk and 8 Chairs 273.30 273.30 • Council Table 50.52 50.52 Civil Defense Antenna 81.20 81.20 Clary Adding Machine $ 160.00 160.00 • Cabinet 45.24 45.24 Fan 21.45 21.45 IBM Electric Typewriter 250.00 250.00 Memo Cabinet 7.00 7.00_ Total Furniture, Fixtures and Office Equipment $ 423.48 $ 483.69 $ 907.17 Machinery and Equipment 1963 Plymouth Police Car $2,414.78 $ 35.25 $2,450.03 2 CB Units and Antennas 130.76 130.76 2-Way Radio 100.00 100.00 Emergency Warning Light 65.00 65.00 1 CB Radio 60.00 60.00 Radar Unit 732.85 732.85 Fire Extinguisher _ 16.90 16.90 Total Machinery and Equipment $2,710.54 $ 845.00 $3,555.54 Streets Street Improvement $ 28.80 $ 28.80 Street Signs 202.72 $ 293.94 496.66 Total Streets $ 231.52 $ 293.94 $ 525.46 Total General Fixed Assets $3,365.54 $1,622.63 $4,988.17 e 18 414 CITY OF FRIENDSWOOD, TEXAS WATER AND SEWER SYSTEM SCHEDULE OF PROPERTY, PLANT AND EQUIPMENT as of DECEMBER 31, 1964 BALANCE BALANCE 1- 1-64 ADDITIONS RETIREMENTS 12-31-64 Acquired from Galveston County Water Control and Improvement District #15_ Land $ 10,791.95 $ 10,791.95 Total Land $ 10,791.95 $ 10,791.95 Structures and Improvements Office Building $ 5,650.35 $ 5,650.35 Water Plant 50,058.08 50,058.08 Water Distribution 137,450.60 137,450.60 Sewage Collection System 82,253.23 82,253.23 Sewage Disposal Plant 36.909.28 36,909.28 Total Structures and Improvements $312,321.54 $312,321.54 Construction in Progress $508,524.16 $508.524.16 Total Construction in Progress 1508,524.16 $508.524.16 Other Office Furniture and Fixtures $ 1,980.13 $ 1,980.13 Truck 2,790.42 2,790.42 Small Tools 230.14 230.14 $ 5,000.69 $ 5,000.69 Less: Bonds Matured Prior to Acquisition of System 4,000.00 4,,000.00 Total Other $ 1,000.69 $ 1,000.69 Total Property, Plant and Equipment $832,638.34 $832,638.34 Source of Funds From Bonds Assumed $596,000.00 From Maintenance and Operating Account 60,370.47 From Contribution by Land Owners 5,367.87 From Federal Agencies 170,900.00 Total $832,638.34 19 CITY OF FRIENDSVOOD,_TEXAS WATER AND SEWER SYSTEM CONSTRUCTION FUND STATEMENT OF EXPENDITURES AND ENCUMBRANCES COMPARED WITH APPROPRIATIONS FOR THE PERIOD ENDED DECEMBER 31,1964 PURCHASE OF TOTAL PRELIMINARY LANDS APPROPRIATIONS _ EXPENSE AND R-O-W From sale of remainder of 1958 Series bonds .$ 5,000.00 From sale of 1962 Series bonds 150,000.00 From sale of 1963 Series bonds 175,000.00 Contribution by HHFA - Phase 1 88,500.00 Contribution by HHFA - Phase 2 82,400.00 Transfer from Operating Fund 7.624.16 $508.524.16 $ 250.00 $iO,000.00 Expenditures other than Construction Contracts .+ Louis Pauls - sale of bonds $ 1,850.00 Attorneys 225.00 Paul Milligan - Surveyor 235.00 Wyatt C. Hedrick - Engineering 5,681.88 League City State Bank - for purchase of land 16,796.00 $16,796.00 Transfer to Sinking Fund for Interest _ 13,000.00 $ 37,787.88 _ $16,796.00 ENCUMBRANCES (Construction Contracts) Wyatt C. Hedrick - Engineering $ 26,057.39 Texas Water Wells 19,710.50 Bost Ditching Service 196,679.75 Navajo Constructors Inc. 52,613.00 Bayshore Constructors 59,991.50 Couch Construction Company 84,000.00 C. D. Rayburn 840.00 American Steel Building Company _ 2,200.00 $442,092.14 UNENCUMBERED BALANCE $ 28 4644.14 $ 250.00 $_c6,796.00) ( ) Over-encumbered 20 CONSTRUCTION CONSTRUCTION LAB AND LEGAL & INTEREST MISCELLANEOUS OF OF STORAGE FISCAL ENGINEERING DURING AND WATERWORKS SEWER SYSTEM BUILDING EXPENSE EXPENSE CONSTRUCTION CONTINGENCIES $192,524.16 $253,570.00 $3,040.00 $4,,875.00 $16,055.00 $13,000.00 $151210.00 $1,850.00 225.00 $ 235.00 5,681.88 _ $13,0001_00 _ $2.075.00 $ 5,916.88 $131 000.00 $26,057.39 $ 19,710.50 156,592.97 $ 40,086.78 52,613.00 59,991.50 84,000.00 $ 840.00 • 2,200.00 $176.303.47 $236,691,28 $3,040100 $26,057,39 430 ;6.220169 $ 16,878,72 $2,800.00 (15,919.27) ]5,210.00 21 CITY OF FRIENDSWOODA TEXAS CONSTRUCTION FUND WATER AND SEWER SYSTEM CONTRACTS PAYABLE DECEMBER 31s 1964 TOTAL CONTRACT PAYMENTS BALANCE DUE Wyatt C. Hedrick $ 269057.39 $ 229892.76 $ 3,164.63 Texas Water Wells 199710.50 19,710.50 000 Bost Ditching Service 1969679.75 639675.72 1339004.03 Navajo Constructors Inc. 529613.00 529613.00 000 Bayshore Constructors 599991.50 549991.50 5,000.00 Couch Construction Company 849000.00 709362.96 139637.04 C. D. Rayburn 840.00 840.00 000 American Steel Building Company 2,200.00 _ _ 2,200.00 11114 Totals $442.092.14 $285,086.44 $157 005.70 22 GALVESTON COUNTY WATER CONTROL AND IMPROVEMENT DISTRAil _: (assumed CITY OF FRIENDSWOOD) WATERWORKS AND SANITARY SEWER SYSTEM COMBINATION REVENUE AND UNLIMITED TAX BONDS SCHEDULE OF PRINCIPAL AND INTEREST MATURITIES as of DECEMBER 31, 1964 TOTAL TOTAL FISCAL YEAR PRINCIPAL INTEREST 1957 ENDING DUE DUE PRINCIPAL • 12-31-65 $ 2,000.00 $ 13,475.00 $ 2,000.0 12-31-66 2,000.00 13,385.00 2,000.0 12-31-67 2,000.00 13,295.00 2,000.0 12-31-68 4,000.00 13,150.00 4,000.0 12-31-69 4,000.00 12,950.00 4,000.0 12-31-70 4,000.00 12,750.00 4,000.0 12-31-71 4,000.00 12,550.00 4,000.0 12-31-72 5,000.00 12,325.00 5,000.0 12-31-73 5,000.00 12,075.00 5,000.0 ` 12-31-74 5,000.00 11,825.00 5,000.0 12-31-75 6,000.00 11,550.00 6,000.0 12-31-76 6,000.00 11,250.00 6,000.0 12 31-77 7,000.00 10,925.00 7,000.0 12-31-78 7,000.00 10,575.00 7,000.0 12-31-79 7,000.00 10,225.00 7,000.0 12-31-80 7,000.00 9,875.00 7,000.0 12-31-81 8,000.00 9,500.00 8,000.0 12-31-82 8,000.00 9,100.00 8,000.( 12-31-83 10,000.00 8,650.00 10,000.( 12-31-84 10,000.00 8,150.00 10,000.( 12-31-85 11,000.00 7,625.00 11,000.( 12=31-86 11,000.00 7,075.00 11,000.( 12-31-87 12,000.00 6,500.00 12,000.( 12-31-88 12,000.00 5,900.00 12,000.E . 12-31-89 13,000.00 5,275.00 13,000.( 12-31-90 14,000.00 4,600.00 14,000.( 12-31-91 15,000.00 3,875.00 15,000.( • 12-31-92 20,000.00 3,000.00 20,000.1 12-31-93 25,000.00 1,875.00 25,000.1 12-31-94 25,000.00 625.00 Totals $271,000.00 1273,930.00 $246,000. . 23 t GALVESTON COUNTY WATER CONTROL AND IMPROVEMENT DIS_ (assumed CITY OF FRIENDSWOOD) WATERWORKS AND SEWER SYSTEM UNLIMITED TAX BONDS SCHEDULE OF PRINCIPAL AND INTEREST MATURITI as of DECEMBER 31, 1964 TOTAL TOTAL FISCAL YEAR PRINCIPAL INTEREST 196 ENDING DUE DUE PRINCIPA] 12 31-65 $ $ 13,715.00 $ 12-31-66 4,000.00 13,645.00 . 12-31-67 4,000.00 13,505.00 12-31-68 4,000.00 13,365.00 12-31-69 4,000.00 13,225.00 ' 12-31-70 4,000.00 13,085.00 12-31-71 5,000.00 12,927.50 12-31-72 5,000.00 12,752.50 12-31-73 5,000.00 12,577.50 12-31-74 5,000.00 12,402.50 12-31-75 5,000.00 12,227.50 N 12-31-76 6,000.00 12,035.00 i 12-31-77 6,000.00 11,825.00 12-31-78 6,000.00 11,615.00 12-31-79 6,000.00 11,382.50 12-31-80 6,000.00 11,127.50 12-31-81 7,000.00 10,851.25 12-31-82 7,000.00 10,553.75 12-31-83 7,000.00 10,256.25 12-31-84 7,000.00 9,958.75 12-31-85 7,000.00 9,661.25 12-31-86 8,000.00 9,342.50 12-31-87 8,000.00 9,002.50 12-31-88 9,000.00 8,641.25 12-31-89 10,000.00 8,237.50 12-31-90 10,000.00 7,812.50 12-31-91 10,000.00 7,387.50 12-31-92 10,000.00 6,962.50 12-31-93 6,750.00 12-31-94 6,750.00 12-31-95 30,000.00 6,075.00 30,000. 12-31-96 30,000.00 4,725.00 30,000. 12-31-97 30,000.00 3,375.00 30,000.1 12-31-98 35,000.00 1,912.50 35,000.1 12-31-99 25,000.00 562.50 25,000.1 • Totals $325,000.00 $340,230.00 $150,000.1 API 24 4114 CITY OF FRIENDSWOOD., TEXAS _SCHEDULE OF INSURANCE IN FORCE DECEMBER 31. 1964 GENERAL FUND Aetna Insurance Company Policy Number 61S5979 • Term April 25, 1964 to April 25, 1965 Kind Public Official Bond Premium $50.00 Person Covered Laurence Byron Cline (Tax Assessor) Amount of Coverage $10,000.00 Policy Number 61S3702 BC Term May 8, 1964 to May 8, 1965 Kind Position Schedule Bond for Public Employees + Premium $50.00 Persons Covered City Treasurer; City Clerk-Secretary Amount of Coverage $5,000.00 each Policy Number S51005140 Term August 23, 1964 to January 25, 1965 Kind Public Official Bonds Premium $55.00 Persons Covered Cecil Brown, Myron Worden, Malcolm B. McGinnis, Elmo Brundrett, and Ralph Lowe:: Amount of Coverage $5,000.00 each ++ WATER AND SEWER SYSTEM Planet Insurance Company Policy Number P2-00-78-27 Term February 2, 1964 to Indefinite Kind Public Official Bond Premium $25.00 Person Covered Wesley A. Unruh Amount of Coverage $5,000.00 • Policy Number P2-00-78-32 Term January 21, 1964 to Indefinite Kind Public Official Bond Premium $25.00 Person Covered Laurence Byron Cline Amount of Coverage $5,000.00 Policy Number P2-00-78-30 and P2-00-78-31 Term January 14, 1964 to January 14, 1965 Kind Public Official Bond Premium $25.00 each Policy Persons Covered John Hoover Cartmill and Robert John James Amount of Coverage $5,000.00 each policy 25 SCHEDULE OF INSURANCE IN FORCE continued Planet Insurance Company Policy Number P2-00-78-28, P2-00-78-26, and P2-00-78-29 Term February 2, 1964 to February 2, 1965 Kind Public Official Bond Premium $25.00 each Persons Covered Keith Smith, Norman Weaver, and Marvin Foster Amount of Coverage $5,000.00 each Reliance Insurance Company Policy Number WC9429611 Term December 6, 1964 to December 6, 1965 Kind Workmen's Compensation and Employers' Liability • Premium $191.74 Persons Covered Waterworks Operations; Sewage Disposal and Clerical Office Employees Rolicy Number AX715913 Term December 6, 1964 to December 6, 1965 Kind Public Liability (Except Automobile) Premium $168.25 Amount of Coverage Bodily Injury (Except Automobile) $100,000 each person; $200,000 each accident; $200,000 aggregate products Property Damage (Except Automobile) $5,000 each accident; $25,000 aggregate operations; $25,000 aggregate protective; $25,000 aggregate products; $25,000 aggregate contractual Policy Number AC7858288 Term July 24, 1964 to July 24, 1965 Kind Automobile Liability - Premium $125.55 Amount of Coverage Bodily Injury $50,000 each person; $100,000 each accident Property Damage $5,000 each accident • Medical Payments $500 each person Policy Number 5624808 Term March 21, 1962 to March 21, 1967 Kind Fire, Lightning and Extended Coverage Premium $291.00 Amount of Coverage Water Tank and Tower $10,000.00 Office Building $2,500.00 Policy Number 5624809 Term March 21, 1962 to March 21, 1965 Kind Fire, Lightning and Extended Coverage - Premium $41.40 Amount of Coverage Contents - Office Building $1!000,0Q 26 SCHEDULE OF INSURANCE IN FORCE continued The Canadian Fire Insurance Company Policy Number 91-32142 Term January 20, 1960 to January 20, 1965 Kind Fire, Lightning and Extended Coverage Premium $345.00 Amount of Coverage Water Tank and Tower $10,000.00 Office Building $2,500.00 United States Fidelity and Guaranty Company Policy Number F2951241 Term January 20, 1960 to January 20, 1965 Kind Fire, Lightning and Extended Coverage Premium $345.00 Amount of Coverage Water Tank and Tower $10,000.00 Office Building $2,500.00 Blue Cross and Blue Shield Kind Hospital Insurance +Aetna Insurance Company policy #6153702 issued but the premium has not been paid ++ Endorsements to City of Friendswood have been requested 27 CONSTRUCTION CONSTRUCTION LAB AND LEGAL & INTEREST MISCELLANEOUS OF OF STORAGE FISCAL ENGINEERING DURING AND WATERWORKS SEWER SYSTEM BUILDING EXPENSE EXPENSE CONSTRUCTION CONTINGENCIES $192,524.16 $253,570.00 $3,040.00 $4,875.00 $16)055.00 $133000.00 $15,210.00 4/14 $1,850.00 225.00 $ 235.00 5,681.88 _ $13,00010° $2.075.00 $ 5,916.88 $13.000.00 $26,057.39 $ 19,710.50 156,592.97 $ 40,086.78 52,613.00 59,991.50 84,000.00 $ 840.00 _2,200.00 $176,303.47 $236,691,28 $3,040,00 $26„057.39 410 $ §,220,69 $ 16,878,72 $2,800.00 (15,919.27) $]5,210.00 21 CITY OF FRIENDSWOOD, TEXAS CONSTRUCTION FUND WATER AND SEWER SYSTEM CONTRACTS PAYABLE DECEMBER 31, 1964 TOTAL CONTRACT PAYMENTS BALANCE DUE Wyatt C. Hedrick $ 26,057.39 $ 22,892.76 $ 3,164.63 Texas Water Wells 19,710.50 19.,710.50 000 Bost Ditching Service 196,679.75 63,675.72 133,004.03 Navajo Constructors Inc. 52,613.00 52,613.00 000 Bayshore Constructors 59,991.50 54,991.50 5,000.00 Couch Construction Company 84,000.00 70,362.96 13,637.04 C. D. Rayburn 840.00 840.00 000 American Steel Building Company _ 2,200,00 _ 22200.00 Totals $44.2 092.14 $285,086.44 $1579005.70 22 GALVESTON COUNTY WATER CONTROL AND IMPROVEMENT DISTR: 441111 (assumed CITY OF FRIENDSWOOD) WATERWORKS AND SANITARY SEWER SYSTEM COMBINATION REVENUE AND UNLIMITED TAX BONDS SCHEDULE OF PRINCIPAL AND INTEREST MATURITIES_ as of DECEMBER 31, 1964 TOTAL TOTAL FISCAL YEAR PRINCIPAL INTEREST 1957 ENDING DUE _ DUE PRINCIPAL 12-31-65 $ 2,000.00 $ 13,475.00 $ 2,000.0 • 12-31-66 2,000.00 13,385.00 2,000.0 12-31-67 2,000.00 13,295.00 2,000.0 12-31-68 4,000.00 13,150.00 4,000.0 12-31-69 4,000.00 12,950.00 4,000.0 12-31-70 4,000.00 12,750.00 4,000.0 12-31-71 4,000.00 12,550.00 4,000.0 12-31-72 5,000.00 12,325.00 5,000.0 12-31-73 5,000.00 12,075.00 5,000.0 12-31-74 5,000.00 11,825.00 5,000.0 12-31-75 6,000.00 11,550.00 6,000.0 12 31-76 6,000.00 11,250.00 6,000.0 12-31-77 7,000.00 10,925.00 7,000.0 12-31-78 7,000.00 10,575.00 7,000.0 12-31-79 7,000.00 10,225.00 7,000.0 12-31-80 7,000.00 9,875.00 7,000.0 12-31-81 8,000.00 9,500.00 8,000.0 12-31-82 8,000.00 9,100.00 8,000.0 12-31-83 10,000.00 8,650.00 10,000.( 12-31-84 10,000.00 8,150.00 10,000.( 12-31-85 11,000.00 7,625.00 11,000.( 12=-31-86 11,000.00 7,075.00 11,000.( 12-31-87 12,000.00 6,500.00 12,000.( 12-31-88 12,000.00 5,900.00 12,000.( 12-31-89 13,000.00 5,275.00 13,000.( 12-31-90 14,000.00 4,600.00 14,000.( 12-31-91 15,000.00 3,875.00 15,000.( • 12-31-92 20,000.00 3,000.00 20,000.1 12-31-93 25,000.00 1,875.00 25,000.1 12-31-94 25,000.00 625.00 _ Totals $271,000.00 1273,930.00 $246,000. . 23