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HomeMy WebLinkAbout1990 09 30 Annual Comprehensive Financial Report - City of Friendswood 1 I I 1 I 1 11 COMPREHENSIVE ANNUAL FINANCIAL REPORT CITY OF FRIENDSWOOD, TEXAS For the fiscal year ended September 30, 1990 I I 1 I Prepared by Finance Department Roger C. Roecker Director of Finance I I I 11 CONTENTS Exhibit Page INTRODUCTORY SECTION Letter of Transmittal 10 Certificate of Achievement 19 Organization Chart 20 Principal Officials 21 FINANCIAL SECTION Independent Auditors' Report 24 General Purpose Financial Statements Combined Balance Sheet - All Fund Types and Account Groups 26 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - All Governmental Fund Types 30 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - I General, Special Revenue and Debt Service Fund Types 32 11 Combined Statement of Revenues, Expenses and Changes in Retained Earnings/Fund Balance - Proprietary Fund Type and Non-Expendable Trust Fund 36 Combined Statement of Cash Flows - Proprietary Fund Type and Non-Expendable Trust Fund 40 Notes to Financial Statements 44 Combining, Individual Fund and Account Group Statements and Schedules General Fund Comparative Balance Sheets A-1 73 Statement of Revenues and Expenditures - IIBudget and Actual A-2 74 I -3- 1 CONTENTS - 2 II Exhibit Page II FINANCIAL SECTION (continued) General Fund (continued) II Statement of Expenditures - Budget and Actual - By Function A-3 76II Statement of Expenditures - Budget and Actual - By Object A-4 78 II Special Revenue Funds Combining Balance Sheet B-1 86II Combining Statement of Revenues, Expenditures and Changes in Fund Balances B-2 87 Parks and Recreation Fund Comparative Balance Sheets B-3 88 II Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual B-4 89II Mowing Fund Comparative Balance Sheets B-5 90 II Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual B-6 91II Fine Arts Council Fund Comparative Balance Sheets B-7 92 II Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual B-8 93 11 Fire/EMS Fund II Comparative Balance Sheets B-9 94 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual B-10 95 II II II II -4- II CONTENTS - 3 1 Exhibit Page FINANCIAL SECTION (continued) I Debt Service Fund Comparative Balance Sheets C-1 98 IIStatement of Revenues, Expenditures and Changes in Fund Balance - IIBudget and Actual C-2 99 Capital Projects Fund 1 Comparative Balance Sheets D-1 102 Statement of Revenues, Expenditures 1 and Changes in Fund Balance - Budget and Actual D-2 103 IIEnterprise Fund Comparative Balance Sheets E-1 106 11 Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual E-2 108 1 Statement of Operating Expenses - Budget and Actual E-3 109 IISchedule of Revenue Bonds Payable E-4 111 Revenue Bonds Payable - By Maturity Date E-5 112 IICertificates of Obligation - By Maturity Date E-6 114 II Trust Fund Comparative Balance Sheets F-1 116 IIComparative Statements of Revenues, Expenses and Changes in Fund Balances F-2 117 IIGeneral Fixed Assets Account Group Comparative Schedules of General Fixed Assets - II By Source G-1 120 Schedule of General Fixed Assets - By Function and Activity G-2 121 II Schedule of Changes in General Fixed Assets - By Function and Activity G-3 122 I -5- Il CONTENTS - 4 II Exhibit Page 11 FINANCIAL SECTION (continued) General Long-Term Debt Account Group 1 Statement of Changes in General Long-Term Debt H-1 124 Schedule of General Long-Term Debt H-2 127 II General Long-Term Debt - By Maturity Date H-3 128 II Compound Bonds - Accrued Interest Schedule H-4 132 Schedules I Combined Schedule of Investments - All Funds I-1 134 Schedule of Delinquent Taxes Receivable I-2 135 II STATISTICAL SECTION II General Revenue - By Source I 138 General Governmental Expenditures - By Function II 140 II Tax Revenues - By Source III 143 Property Tax Levies and Collections IV 144 Assessed and Estimated Actual Value of Taxable Property V 146II Property Tax Rates and Tax Levies - Direct and VI 148 Overlapping GovernmentsI Ratio of Net General Obligation Bonded Debt to Assessed Value and Net General Obligation Bonded Debt Per Capita VII 150 II Computation of Net Direct and Estimated Overlapping Debt VIII 152II Ratio of Annual Debt Service Expenditures for General Long-Term Debt to Total GeneralII Expenditures IX 153 Tax Rate Distribution X 155 II II -6- 1 IICONTENTS - 5 1 Exhibit Page STATISTICAL SECTION (continued) 1 Revenue Bond Coverage XI 156 Principal Taxpayers XII 158 IIProperty Value, Construction and Bank Deposits XIII 159 IIDemographic Statistics XIV 161 Schedule of Insurance In Force XV 162 1 Miscellaneous Statistical Data XVI 166 Principal Officials XVII 168 ISINGLE AUDIT ACT SECTION I Independent Auditors' Report on Supplemental Information Schedule of Federal Financial Assistance 173 Schedule of Federal Financial Assistance 174 I Independent Auditors' Report on Internal Accounting Controls 176 II Independent Auditors' Report on Compliance with Laws and Regulations 178 I Independent Auditors' Report on Internal Accounting Controls Related to Major and Nonmajor Federal Financial Assistance Programs 179 II Independent Auditors' Report on Compliance with Laws and Regulations Related to Major and Nonmajor Federal Financial Assistance Programs 182 II II 1 II 11 -7- I I I I I I I INTRODUCTORY SECTION I I I I I I I -9- 41.1 -�:4v."- iaOa~ &Lyof 9incLwood � e . l` ��,; `':` 109 WILLOWICK (713)482-3323 It;yr FRIENDSWOOD, TEXAS 77546 - 3898 a _. . 1l IR iii �TEXA .� I! December 14, 1990 II II Honorable Mayor and Members of the City Council City of Friendswood, TexasII The comprehensive annual financial report of the City of Friendswood for the fiscal year ended September 30, 1990, is hereby submitted. Responsibility for both the accuracy of the data, and the completeness and fairness of the presentation, including all disclosures, rests with the City. To the best of our knowledge and belief, the enclosed data are accurate in all material respects II and are reported in a manner designed to present fairly the financial position and results of operations of the various funds and account groups of the City. All disclosures necessary to enable the reader to gain an understanding of theII City's financial activities have been included. The comprehensive annual financial report is presented in four sections: 11 introductory, financial, statistical and single audit act. The introductory section includes this transmittal letter, the City's organizational chart and a list of principal officials. The financial section includes the general 11 purpose financial statements and the combining and individual fund and account group financial statements and schedules, as well as the auditors' report on the financial statements and schedules. The statistical section includes selected financial and demographic information, generally presented on a multiyear basis. :1 The single audit act section includes the schedule of federal financial assistance and the auditors' reports on supplemental information, internal accounting controls and those controls related to major and nonmajor federal financial assistance programs, and on compliance with laws and regulations and Il those laws and regulations related to major and nonmajor federal financial assistance programs. 01 This report includes all funds and account groups of the City. There is one separately administered organization which is included as a component unit in OP accordance with the Governmental Accounting Standards Board (GASB) Codification Section 2100. This organization is the Blackhawk Regional Waste Treatment Plant. The City's equity in this organization's operating fund is included in the Enterprise Fund. Friendswood Independent School District, Clear Creek Independent School District, Galveston County, Harris County, Clear Creek Drainage District and Friendswood Volunteer Fire Department have not met the established criteria for inclusion in the reporting entity and, accordingly, are ill excluded from this report. s -10- I The City provides a full range of services, including City administration, traffic planning, inspection services, municipal court services and a library. However, the services that affect most citizens on a day-to-day basis are described as follows: 1. Water and Sewer The City provides water and sewer services for residential and commercial locations. Eighteen employees are responsible for maintaining the system, 1 as well as billing and collecting for the services. 2. Police Twenty-four hour coverage is provided by the City's police department, which consists of Patrol, Investigative, Communications, Emergency Management and Animal Control. A goal of the department and its forty full-time personnel is to actively involve the citizens in its community safety efforts. 3. Fire Although the City does not employ its own fire department, it purchases fire trucks and other additional equipment for the volunteer fire department. The City employs a fire marshal, one full-time fire fighter and one full-time paramedic. 4. Streets The street department is responsible for the repair and maintenance of all City streets. This department consists of ten employees. 5. Sanitation IThe garbage pick-up is contracted with Best Waste Systems, Inc. 6. Parks The City maintains five city parks, one swimming pool and a sports complex. The total of all these park areas is approximately fifty-seven acres. 11 ECONOMIC CONDITION AND OUTLOOK The City of Friendswood, Texas is located 20 miles southeast of downtown Houston in Harris and Galveston Counties. The Houston area's economic expansion has spread to all of the Gulf Coast's industries, including oil and gas extraction, banking and real estate. During the past year, the area's unemployment rate fell from 6.4 percent to 5.0 percent, the lowest level since 1982. Many of the Houston area's job gains were due to aerospace activity generated by the presence of NASA's Johnson Space Center (JSC) . The area around JSC is now the hub of one 11 of the nations's largest space industry complexes, with more than 6,000 businesses and 99,000 residences. JSC's construction plans over the next five years total $226 million, including the space station program and a new Mission Control Center. Expansion of the Johnson Space Center Visitor's Facility by a -11- non-profit group will result in a more extensive facility called Space Center !I Houston. This facility is expected to double the number of visitors from one to two million, employ at least 200 people and result in an overall economic impact of about $100 million annually. Diversification of the area's economy and support of the space industry, including more than $1 billion in contracts and grants to private contractors in Harris County, indicate continued economic growth for the Friendswood/Gulf Coast area. I! MAJOR INITIATIVES For the Year. During the 1989-90 budget preparation, the City identified several important programs needed to meet citizens' needs for services and to safeguard the environment, in conformity with applicable federal and state standards. The following items will provide a summary of these programs: 1. Surface Water 11 The Harris-Galveston Coastal Subsidence District requires the City to utilize a minimum of 80 percent surface water supplemented with well water. The City completed its surface water system in time to meet its deadline11 of January 1, 1990; however, Houston's Southeast Water Purification plant was not able to provide water to the City until October of this year. Aside from its participation in the Southeast Water Purification plant, the City's costs to convert to surface water exceeded $1.3 million. 2. Community Development !! As a result of Senate Bill 336, as approved by the Texas Legislature in 1987, the City was required to meet a May, 1990 deadline for adoption of a capital improvements plan and impact fee schedule. This bill provides !I guidelines limiting the use of impact fees to projects required to facilitate new growth. This plan was implemented on schedule. 11 3. City Hall Remodeling Construction was virtually completed on the addition of three jail cells PI in the police department and the remodeling of the city manager's r=; secretary's office. The jails were added to meet state standards and increase the available occupancy from four to twelve persons. PI 4. Data Processing The library completed its computerization effort. Five public access 01 catalog terminals are in place to tell whether a particular title, author or subject is available. The system will indicate the status of a particular book, allow the user to place a "hold" on that item, as well 00 as track all loans and returns. OM wo PO t! -12- 11 5. Emergency Medical Services The Friendswood Volunteer Fire Department's E.M.S. division placed a new ambulance into service. The ambulance was designed to provide a better environment for patient care and to reduce maintenance costs on the unit. The E.M.S. is staffed by 34 volunteers and one paid paramedic and provides outstanding service without cost to the individual requesting aid. 6. Police Department The City's elementary school age children have received the benefit of interacting with two officers who are specially trained in the nationally recognized D.A.R.E. (Drug Abuse Resistance Education) program. These officers work with the fifth graders at each elementary school three days a week for 17 weeks. For the Future. 1. Equipment Purchases SThe 1990-91 budget includes the acquisition of two significant pieces of equipment. A new fire engine, estimated to cost $185,000, is scheduled 11 to replace a 27 year-old pumper. An IBM AS/400 computer is planned to replace the IBM System/36 which currently serves the majority of the City's departments. The System/36 will be moved to the police department to 11 provide computer aided dispatching. 2. Friendswood Drug Prevention Council In March 1989, a Drug Prevention Advisory Committee was appointed to define the local problem, identify resources, establish a mission and recommend an organizational structure to implement programs. This committee evolved 11 into the current organization known as the Friendswood Drug Prevention Council. This group plans to implement a "New Focus" training program within the City. "New Focus" is a community action program which unites and trains adult leaders to help children learn to make positive, healthy 11 decisions. 3. Streets 1990-91 will be the seventh year of the City's street improvement program. Streets designated for reconstruction are Forest View, Fairdale, Linkwood, 11 Royal Court and Diamond Lane. 4. Residential Curbside Recycling The City Council authorized a residential curbside recycling program to begin February 1, 1991. Recyclable materials to be collected include newspapers, aluminum cans, glass containers, two-liter plastic bottles and 11 milk jugs. 11 -13- !! Department Focus. Each year, the City will select a department to highlight for 11 its efforts and accomplishments. For 1989-90, the police department has been chosen for review. 11 The Friendswood Police Department, begun in 1964 with one officer, now is a full service entity staffed by 40 full-time and eight part-time employees. Patrol by uniformed officers in marked cars is provided 24 hours a day. A full range 1! of crime prevention, investigative and special services are provided by other units. Special services include those required to cope with drug abuse, weather related emergencies and activities on navigable waterways within the City limits. Throughout the growth and change of the past 25 years, the department has continued to emphasize a close working relationship with the citizens of the City. The partnership of community leaders and officers working together is credited with helping to keep the incidence of serious crime low in comparison to Texas cities of similar size. According to the most recent information, the City's rate of serious crimes per 100 population was 2.9. This represents the 11 second lowest rate among the 30 Texas cities compared and just slightly more than a quarter of the 10.9 rate attributed to the City of Houston. As the City's growth continues into the 1990's, the police department's 11 commitment to personal, caring service will remain its hallmark. FINANCIAL INFORMATION Management of the City is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the City are 11 protected from loss, theft or misuse and to ensure that adequate accounting data are compiled to allow for the preparation of financial statements in conformity with generally accepted accounting principles. The internal control structure !! is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that: (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the valuation of costs and benefits requires estimates and judgments by 11 management. Budgeting Controls. In addition, the City maintains budgetary controls. The objective of these budgetary controls is to ensure compliance with legal provisions embodied in the annual appropriated budget approved by City Council. Activities of all funds are included in the annual appropriated budget. The level of budgetary control (that is, the level at which expenditures cannot legally exceed the appropriated amount) is established by department within an individual fund. The City also maintains an encumbrance accounting system as one technique of accomplishing budgetary control. Encumbered amounts lapse at year end. However, encumbrances generally are reappropriated as part of the following year's budget. As demonstrated by the statements and schedules included in the financial section L. of this report, the City continues to meet its responsibility for sound financial management. r 111. -14- II 11 General Government Functions. Revenues for general government functions (General, Special Revenue and Debt Service Funds) totaled $7,056,567 in 1989-90, II an increase of $252,214 over 1988-89. General property taxes produced 64.58 percent of the general revenues compared to 67.06 percent the preceding year Sales taxes produced 9.72 percent of the general revenues compared to 8.91 II percent the preceding year. The amount of revenue from various sources and the increase or (decrease) over the preceding year are shown in the following tabulation: II Increase 1989-90 Percent (Decrease) Revenue Sources Amount of Total Over 1988-89 IIGeneral property taxes $4,557,133 64.58 % $ (5,723) Business gross receipts taxes 419,062 5.94 18,076 General sales taxes 689,576 9.77 83,027 Other taxes 751 .01 (49) Sanitation 595,244 8.44 52,333 Fines and forfeitures 166,636 2.36 (23,470) 11 Licenses and permits 240,294 3.41 97,189 Intergovernmental 50,984 .72 (2,480) Interest income 222,328 3.15 37,291 11 Other 114.559 1.62 (3.980) TOTAL $7,056,567 100.00 % $252,214 II Assessed valuations of $759,841,760 represented an increase of 4.3 percent over P the preceding year. Assessed valuations are at 100% of market value as I determined by the Galveston County and Harris County Appraisal Districts. The assessed tax levy at October 1, 1989, relating to the fiscal year 1989-90 was $4,531,537 after adjustments, a decrease of .5 percent over the tax levy at II October 1, 1988. Current tax collections were $4,427,153, 97.70 percent of the tax levy, down $5,986 from last year. I Delinquent tax collections were $74,484 and represented 1.65 percent of total collections. The ratio of total collections (current and delinquent) to the current tax levy was 99.34 percent, an increase of .22 percent from last year. il Allocations of property tax levy by purpose for 1989-90 and the preceding two fiscal years are as follows (tax rate per $100 of assessed value) : II Purpose 1989-90 1988-89 1987-88 General Fund $.5333 $.50746 $.520 General Obligation Debt .1617 .18754 .175 11 TOTAL TAX RATE $ .695 $ .695 $.695 11 11 11 -15- wili Expenditures for general government purposes totaled $7,163,992, an increase of SO $518,298 from 1988-89. Increases or (decreases) in the levels of expenditures Cc for major functions of the City for the preceding year are shown in the following tabulation: OP Mk 1989-90 Percent (Decrease) Function Amount of Total Over 1988-89 General Government $1,258,050 17.56 % $ 90,856 !! Public Safety 2,173,685 30.34 135,619 Public Works 1,196,889 16.71 88,466 Community Development 281,723 3.93 23,973 !! Community Services 949,048 13.25 180,515 Debt Service 1,304,597 18.21 (1,131) 1! TOTAL $7,163,992 100.00 % $518,298 An increase in expenditures for community services was due primarily to ik additional expenditures for library operations. An increase in expenditures for public safety was due primarily to additional expenditures for Fire/EMS operations. il It should be noted that all increases were planned for and budgeted. Ir Fund balances in the major operating funds were maintained at budgeted levels. The General Fund Balance of $970,359 was up $149,705 from the preceding year; the Debt Service Fund balance of $57,308 was down $223,485 from the preceding 411 year; the Capital Projects Fund balance of $586,205 was up $258,895 from theme prior year; and Special Revenue Fund balances of $42,497 was up $27,915 from the prior year. I cc Enterprise Fund Operations. The water and sewer utility continued to show gains in number of customers. Comparative data for the past two fiscal years are presented in the following tabulation: Year Ended Sept. 30, 1990 1989 PO i Operating revenue $3,472,772 $3,034,892 Operating expenses before depreciation 1.597,064 1,443.986 ril Net operating revenue available for debt service $1,875,708 $1,590,906 PI s===== L Debt service $ 186,275 $ 186,900 r Coverage (income available for debt service divided by annual debt service) 10.07 8.51 Number of customers - sewer 6,719 6,539 re Number of customers - water 6,968 6,731 OP P -16- II II The Enterprise Fund, which is used to account for utility operations, had maintained retained earnings of $4,954,866 and $4,027,706 as of September 30, II 1990 and 1989, respectively. These retained earnings balances are considered adequate based on the operating needs of the water and sewer utility. 11 Non-expendable Trust Fund Operation. The Non-expendable Trust Fund is comprised of assets held by the City for the 1776 Park. Activity in this fund resulted solely from interest earnings during the years ended September 30, 1990 and 1989 of $2,016 and $1,549 and fund balances were $82,033 and $80,017 as of IISeptember 30, 1990 and 1989, respectively. Debt Administration. The ratio of net bonded debt to assessed valuation and the II amount of bonded debt per capita are useful indicators of the City's debt position to municipal management, citizens and investors. These data for the City of Friendswood at the end of the 1989-90 fiscal year were as follows: IIRatio of Debt to Assessed Value Debt (100 Percent of Per IIDescription Amount Present Market) Capita Net direct bonded debt $ 8,023,470 1.06 % $353 I Overlapping debt 12,798,607 1.68 564 Total direct and overlapping debt $20,822,077 2.74 % $917 Outstandingtax supported debt at September 30, 1990 totaled 8 258 970. PP P $ > I Cash Management. Cash temporarily idle during the year was invested in certificates of deposit ranging from 26 to 338 days to maturity. Yields on certificates of deposit ranged from 6.74 percent to 9.09 percent during the year 11 ended September 30, 1990. Interest earned for the year was $222,328, up $37,291 from the preceding year. The City's investment policy is to minimize credit and market risks while maintaining a competitive yield on its portfolio. Accordingly, deposits were either insured by federal depository insurance or collateralized. All collateral 11 on deposits was held by a financial institution's trust department in the City's name. All investments held by the City during the year and at September 30, 1990 are classified in the category of lowest credit risk as defined by the 11 Governmental Accounting Standards Board. OTHER INFORMATION 11 Independent Audit. The City Charter requires an annual audit of the financial statements of all of the various funds of the City by independent certified public accountants. The accounting firm of EARL LAIRSON & CO. , CPA's, was 11 selected and their opinion has been included in this report. 11 11 -17- S rap Awards. The Government Finance Officers Association (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Friendswood for its comprehensive annual financial report for the fiscal year ended September 30, 1989. This was the third consecutive year that the City has received this prestigious award. In order to be awarded a Certificate of Achievement, the City published an easily readable and efficiently organized comprehensive annual financial report. This report satisfied both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe1! that our current comprehensive annual financial report continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. 1! Acknowledgments. The preparation of the comprehensive annual financial report was made possible by the dedicated service of the entire staff of the Finance Department. Each member of the department has my sincere appreciation for the 11 contributions made in the preparation of this report. In closing, I also express my thanks to the Mayor, members of the City Council !! and the City Manager for their leadership, interest and support in conducting the financial operations of the City in a responsible and progressive manner. Sincerely, /q1A)L op Roger C. Roecker g Director of Finance L OP 6 PP 6 r r -18- Certificate of Achievement for Excellence in Financial Reporting Presented to City of Friendswood, Texas For its Comprehensive Annual Financial Report for the Fiscal Year Ended September 30, 1989 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports (CAFR's) achieve the highest standards in government accounting and financial reporting. 4,30 OFFFC�c9 ��`y E. E. um:0 STATE�TIE S� c,ww o President CORPORATION s �C� fie, 5 Kati chrckao YOP Executive Director -19- • dik CITY OF FRIENDSWOOD ORGANIZATIONAL CHART APPOINTED BOARDS MAYOR & COUNCIL VOLUNTEER FIRE AND — — — — — — _ _ _ AND AD HOC COMMITTEES AMBULANCE CITY ATTORNEY FIREMAN • ICY 1 i MUNICIPAL JUDGE CITY SECRETARY Yi# CITY MANAGER • 1 1 � COURT CLERK FIRE MARSHAL • 1 1 PP COMMUNITY PARKS AND FINANCE LIBRARY PUBLIC WORKS POLICE DEVELOPMENT RECREATION p ta• PP um -20- PP PRINCIPAL OFFICIALS CITY OF FRIENDSWOOD, TEXAS September 30, 1990 11 MAYOR I Paul W. Schrader 11 Mayor Pro Tem Councilmember Councilmember Position No. 1 Position No. 4 11 Ronald H. Ritter Ed Stuart 11 Councilmember Councilmember Position No. 2 Position No. 5 11 Robert Wicklander Harold Raley 11 Councilmember Councilmember Position No. 3 Position No. 6 Evelyn B. Newman Frank Frankovich 11 Acting City Manager 11 Melvin L. Meinecke City Secretary Tax Assessor Deloris Archer Alta Carbone 1! Director of Finance RP Roger C. Roecker 11 1111 10 q m -21- f 1 f f 1 f f 1 1 1 1 FINANCIAL SECTION 1 1 1 f 1 1 1 -23- I E1RL LiiIRSON 8 CO. A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS TEL.713-681-8500 • FAX 713-681-9043 P.O. BOX 500017 1716 MANGUM, SUITE 300 HOUSTON,TEXAS 77250-0017 HOUSTON,TEXAS 77092 11 INDEPENDENT AUDITORS' REPORT Honorable Mayor and Members of 11 City Council City of Friendswood, Texas 1 We have audited the accompanying general purpose financial statements of the 11 City of Friendswood, Texas and the combining, individual fund and account group financial statements of the City of Friendswood, Texas as of and for the year ended September 30, 1990, as listed in the table of contents. These financial statements are the responsibility of the City of Friendswood, Texas management. Our responsibility is to express an opinion on these financial statements based on our audit. 1 We have conducted our audit in accordance with generally accepted auditing standards. These standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material11 misstatement. An audit includes examining on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the general purpose financial statements referred to above I/ present fairly, in all material respects, the financial position of the City of Friendswood, Texas at September 30, 1990, and the results of its operations and the cash flows of its proprietary and non-expendable trust fund for the year then ended, in conformity with generally accepted accounting principles. Also, in our opinion, the combining, individual fund and account group financial statements referred to above present fairly, in all material respects, the PP financial position of each of the individual funds and account groups of the City of Friendswood, Texas at September 30, 1990, and the results of operations of such funds and the cash flows of individual proprietary and non-expendable trust 11 funds for the year then ended, in conformity with generally accepted accounting principles. 11 -24- Honorable Mayor and Members of City Council City of Friendswood, Texas Page Two I Our audit was made for the purpose of forming an opinion on the general purpose ' financial statements taken as a whole and on the combining, individual fund and account group financial statements. The accompanying financial information listed as schedules in the table of contents is presented for purposes of ' additional analysis and is not a required part of the financial statements of the City of Friendswood, Texas The information in these schedules has been subjected to the auditing procedures applied in the audit of the general purpose, combining, individual fund and account group financial statements and, in our opinion, is fairly stated in all material respects in relation to the financial statements of each of the respective individual funds and account groups, taken as a whole. 1 . I Houston, Texas December 14, 1990 t I -25- I COMBINED BALANCE SHEET - ALL FUND TYPES 11 AND ACCOUNT GROUPS - 1 of 2 91 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 GOVERNMENTAL FUND TYPES SPECIAL DEBT CAPITAL 11 GENERAL REVENUE SERVICE PROJECTS ASSETS AND OTHER DEBITS 1 ASSETS CASH - including certificates of deposit $1,596,828 $42,687 $ 57,045 $626,437 RECEIVABLES - net where applicable, of allowances for uncollectibles Property taxes 271,665 100,221 Accounts 51,865 22,221 263 Interest DUE FROM OTHER FUNDS 1 PREPAID EXPENDITURES AND OTHER ASSETS 53,784 RESTRICTED ASSETS 1 Cash - including certificates of deposit Land Blackhawk operating fund deposit GENERAL FIXED ASSETS - at cost PROPERTY, PLANT AND EQUIPMENT - at cost less accumulated depreciation - Note 4 CERTIFICATE OF OBLIGATION ISSUANCE COSTS - net of amortization11 OTHER DEBITS Amount available in debt service funds Amount to be provided for retirement of general long-term debt 11 TOTAL ASSETS AND OTHER DEBITS $1,974,142 $64,908 $157,529 $626,437 11 -26- 1 II 1 IIFIDUCIARY PROPRIETARY FUND TYPE TOTALS 1 FUND TYPE NON- ACCOUNT GROUPS (MEMORANDUM ONLY) EXPENDABLE GENERAL FIXED GENERAL LONG- ENTERPRISE TRUST ASSETS TERM DEBT 1990 1989 1 1 $ 1,812,353 $ 4,135,350 $ 2,569,275 11 II 371,886 341,986 416,668 491,017 381,997 25,683 25,683 30,826 II - 637 5,896 59,680 34,289 II II 546,518 $24,833 571,351 1,411,584 57,200 57,200 57,200 109,279 109,279 109,279 II $17,391,871 17,391,871 15,607,493 II21,155,609 21,155,609 22,161,283 11 31,948 31,948 34,230 11 $ 57,308 57,308 280,793 1 8,201,662 8.201.662 8.699,422 $24,103,954 $82,033 $17,391,871 $8,258,970 $52,659,844 $51,720,294 II See notes to financial statements. II -27- :1 141 COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS - 2 of 2 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 GOVERNMENTAL FUND TYPES SPECIAL DEBT CAPITAL GENERAL REVENUE SERVICE PROJECTS LIABILITIES. EQUITY AND OTHER CREDITS LIABILITIES ACCOUNTS PAYABLE AND ACCRUED LIABILITIES $ 282,407 $ 190 $ 40,232 COMPENSATED ABSENCES 434,179 PAYABLE FROM RESTRICTED ASSETS Accrued interest Revenue bonds and certificates of obligation - current portion Deposits Impact Fee Refunds Payable DUE TO OTHER FUNDS DEFERRED REVENUE 287,197 22,221 $100,221 LEASE OBLIGATION REVENUE BONDS11 GENERAL OBLIGATION BONDS CERTIFICATES OF OBLIGATION TOTAL LIABILITIES 1,003,783 22,411 100,221 40,232 EQUITY AND OTHER CREDITS INVESTMENT IN GENERAL FIXED ASSETS CONTRIBUTED CAPITAL - Note 1211 RETAINED EARNINGS Reserved for revenue bond retirement11 Reserved for construction Unreserved FUND BALANCES Reserved for prepaid expenditures 53,784 Reserved for encumbrances 54,372 9,000 231,550 Reserved for endowments111 Reserved for emergency operations 400,000 Reserved for parks 2,052 Reserved for programs 227 Unreserved671 Designated for construction 354,655 Designated for debt service 57,308 3 Undesignated 461.976 31,445 TOTAL EQUITY AND OTHER CREDITS 970.359 42.497 57,308 586,205 TOTAL LIABILITIES, EQUITY AND OTHER CREDITS $1,974,142 $64,908 $157,529 $626,437 3 -28- 1 II II IIFIDUCIARY PROPRIETARY FUND TYPE TOTALS I FUND TYPE NON- ACCOUNT GROUPS (MEMORANDUM ONLY) EXPENDABLE GENERAL FIXED GENERAL LONG- ENTERPRISE TRUST ASSETS TERM DEBT 1990 1989 1 $ 130,128 $ 452,957 $ 523,867 II41,248 475,427 454,867 30,247 30,247 30,909 1 220,000 220,000 130,000 48,320 48,320 50,865 1 227,484 227,484 - - 637 409,639 365,501 $ 13,192 13,192 29,437 11 735,000 735,000 865,000 8,080,778 8,080,778 8,750,778 4,110,000 165,000 4,275,000 4,400,000 II5,542,427 8,258,970 14,968,044 15,601,861 II $17,391,871 17,391,871 15,607,493 13,606,661 13,606,661 14,959,878 II 208,320 208,320 292,087 932,079 932,079 1,412,887 3,814,467 3,814,467 2,322,732 II 53,784 - 294,922 508,063 $67,200 67,200 67,200 400,000 - 2,052 7,602 II 227 1,287 354,655 96,319 I 57,308 280,793 14.833 508,254 562,092 18,561,527 82,033 17,391,871 37,691,800 36,118,433 1 $24,103,954 $82,033 $17,391,871 $8,258,970 $52,659,844 $51,720,294 See notes to financial statements. II -29- :I COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN 3 FUND BALANCES - ALL GOVERNMENTAL FUND TYPES CITY OF FRIENDSWOOD, TEXAS :I Year ended September 30, 1990 I! GOVERNMENTAL FUND TYPES SPECIAL DEBT CAPITAL II GENERAL REVENUE SERVICE PROJECTS REVENUES 11 Taxes $4,616,378 $1,050,144 Charges for services 595,244 Fines and forfeiture 166,636II Licenses and permits 240,294 Donations 3,496 $51,793 Intergovernmental 50,984 Interest 188, 374 2,986 30,968 $ 43,121 II Other 51.737 7.533 171 TOTAL REVENUES 5,913,143 62,312 1,081,112 43,292 II EXPENDITURES Current General government 1,258,050II Public safety 2,153,037 20,648 Public works 1,196,889 Community development 275,218 6,505 II Community services 944,848 4,200 Capital outlay 71,586 Debt service Principal retirement 721,245II Interest and fiscal charges 583.352 TOTAL EXPENDITURES 5,828,042 31.353 1.304,597 71.586 REVENUES OVER (UNDER) EXPENDITURES 85,101 30,959 (223,485) (28,294) 11 OTHER FINANCING SOURCES Operating transfers in 351,793 287,189 11 Operating transfers out (287,189) (3,044) Certificates of obligation proceeds3 TOTAL OTHER FINANCING SOURCES (USES) 64,604 (3,044) 287.189 REVENUES AND OTHER SOURCES :I OVER (UNDER) EXPENDITURES 149,705 27,915 (223,485) 258,895 Fund balances at beginning of year 820,654 14.582 280.793 327,310 !I FUND BALANCES AT END OF YEAR $ 970,359 $42,497 $ 57,308 $586,205 :I 11 -30- I V I 1 TOTALS (MEMORANDUM ONLY) 1990 1989 I $5,666,522 $5,571,191 595,244 542,911 166,636 190,106 240,294 143,105 55,289 56,348 11 50,984 53,464 265,449 216,724 59,441 62,356 7,099,859 6,836,205 1,258,050 1,167,194 2,173,685 2,038,066 1,196,889 1,108,423 281,723 257,750 949,048 768,533 71,586 669,168 721,245 687,029 583,352 618,699 7,235,578 7.314,862 11 (135,719) (478,657) 638,982 1,276,209 (290,233) (548,674) 200,000 348,749 927,535 213,030 448,878 1,443,339 994,461 $1,656,369 $1,443,339 See notes to financial statements. -31- 1 1111 COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN 44 FUND BALANCES - BUDGET AND ACTUAL - GENERAL, SPECIAL REVENUE DEBT SERVICE AND CAPITAL PROJECTS FUND TYPES - 1 of 2 :1 CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990I: GENERAL FUND I! VARIANCE- FAVORABLE BUDGET ACTUAL (UNFAVORABLE) 1! REVENUES Taxes $4,474,390 $4,616,378 $141,98811 Charges for services 572,977 595,244 22,267 Fines and forfeitures 170,000 166,636 (3,364) Licenses and permits 155,832 240,294 84,462 Donations 4,735 3,496 (1,239) 1: Intergovernmental 50,284 50,984 700 Interest 119,790 188,374 68,584 Other 39,625 51,737 12.112 II 5,587,633 5,913,143 325,510 EXPENDITURES CurrentII General government 1,417,672 1,258,050 159,622 Public safety 2,170,670 2,153,037 17,633 Public works 1,186,073 1,196,889 (10,816) 11 Community development 304,066 275,218 28,848 Community services 989,835 944,848 44,987 Capital outlays Debt Service11 Principal retirement Interest and fiscal charges TOTAL EXPENDITURES 6,068,316 5,828,042 240.274111! REVENUES OVER (UNDER) EXPENDITURES (480,683) 85,101 565,784 OTHER FINANCING SOURCES (USES) ii Operating transfers in 351,793 351,793 - Operating transfers out (287,189) (287,189) - TOTAL OTHER FINANCING111 SOURCES (USES) 64,604 64,604 - REVENUES AND OTHER SOURCES A OVER (UNDER) EXPENDITURES AND OTHER USES $ (416,079) 149,705 $565,784 _________ Fund balances at beginning of year 820,654 FUND BALANCE AT END OF YEAR $ 970,359 -32- II Ir 1 1 IISPECIAL REVENUE FUNDS DEBT SERVICE FUND VARIANCE- VARIANCE- ' FAVORABLE FAVORABLE BUDGET ACTUAL (UNFAVORABLE) BUDGET ACTUAL (UNFAVORABLE) II $1,044,385 $1,050,144 $ 5,759 II $ 43,000 $51,793 $ 8,793 II 1,012 2,986 1,974 30,000 30,968 968 3,100 7,533 4,433 47,112 62,312 15,200 1,074,385 1,081,112 6,727 II 29,648 20,648 9,000 7,655 6,505 1,150 4,200 4,200 - II 721,245 721,245 - 585,370 583,352 2,018 11 41,503 31,353 10,150 1,306,615 1,304.597 2.018 5,609 30,959 25,350 (232,230) (223,485) 8,745 II II (3,044) (3 ,044) - - - - (3,044) (3,044) - - - - II $ 2,565 27,915 $25,350 $(232,230) (223,485) $ 8,745 11 14,582 280.793 If $42,497 $ 57,308 See notes to financial statements. 17 -33- 11 It COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL, SPECIAL REVENUE 11 DEBT SERVICE AND CAPITAL PROJECTS FUND TYPES - 2 of 2 CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 CAPITAL PROJECTS FUND VARIANCE- FAVORABLE BUDGET ACTUAL (UNFAVORABLE) 11 REVENUES Taxes Charges for services Fines and forfeitures Licenses and permits Donations Intergovernmental Interest $ 16,435 $ 43,121 $ 26,686 Other 146 171 25 16,581 43,292 26,711 EXPENDITURES 11 Current General government Public safety 11 Public works Community development Community services Capital outlays 631,001 71,586 559,415 Debt Service Principal retirement Interest and fiscal charges TOTAL EXPENDITURES 631.001 71.586 559.415 REVENUES OVER (UNDER) EXPENDITURES (614,420) (28,294) 586,126 11 OTHER FINANCING SOURCES (USES) Operating transfers in 287,189 287,189 - Operating transfers out TOTAL OTHER FINANCING SOURCES (USES) 287,189 287.189 - REVENUES AND OTHER SOURCES OVER (UNDER) EXPENDITURES AND OTHER USES $(327,231) 258,895 $586,126 - Fund balances at beginning of year 327.310 11 FUND BALANCE AT END OF YEAR $586,205 Ir -35- COMBINED STATEMENT OF REVENUES, EXPENSES AND ; ; CHANGES IN RETAINED EARNINGS/FUND BALANCE - PROPRIETARY FUND TYPE AND NON-EXPENDABLE TRUST FUND - 1 of 2 S CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 ILW PROPRIETARY FIDUCIARY !! FUND TYPE FUND TYPE NON-EXPENDABLE I! ENTERPRISE TRUST Operating revenues Water and sewer sales and services $ 3,424,025 Water and sewer tap fees - Fees and penalties 34,258 Other 14,489 3,472,772 Operating expenses !! Water department Personal services 203,744 Supplies 58,192 Other services and charges 169,651 Maintenance 89,525 1111 521,112 Sewer department Personal services 80,071 Supplies 8,746 Other services and charges 594,830 Maintenance 82,767 766,414 Operation administration department Personal services 52,720 Supplies 3,343 Other services and charges 862 Maintenance 412 U 57,337 Wi Finance administration department Personal services 116,296 Supplies 6,966 Other services and charges 91,823 Maintenance 2,942 218,027 !I -36- 11 I II II TOTALS (MEMORANDUM ONLY) II 1990 1989 I $ 3,424,025 $ 2,981,301 - 12,025 34,258 7 ,150 II 14,489 34,416 3,472,772 3,034,892 II 203,744172,601 58,192 54,085 II 169,651 149,943 89,525 50,901 521,112 427,530 11 80,071 96,039 8,746 11,266 II 594,830 522,527 82,767 88,659 766,414 718,491 II 52,720 56,057 3,343 631 862 1,163 412 75 57,337 57,926 11 116,296 113,436 6,966 6,203 91,823 107,528 2,942 1,623 II 218,027 228,790 it I -37- 0111 all COMBINED STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS/FUND BALANCE - PROPRIETARY FUND TYPE AND NON-EXPENDABLE TRUST FUND - 2 of 2 gib CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 !! PROPRIETARY FIDUCIARY !! FUND TYPE FUND TYPE NON-EXPENDABLE ENTERPRISE TRUST1! Emergency management Personal services 1! - Maintenance - Engineering Other services and charges 34.174 !! OPERATING EXPENSES BEFORE DEPRECIATION 1,597,064 !! Depreciation 550.720 OPERATING EXPENSES 2,147.784 OPERATING INCOME 1,324,988 Non-operating revenues (expenses) 0 Interest revenue 164,388 $ 2,016wk Interest expense (56,275) - Loss on Disposal of Fixed Assets (157,192) (49,079) 2,016 :1 INCOME BEFORE OPERATING TRANSFERS 1,275,909 2,016 II Operating transfers in - Operating transfers out (348,749) (348,749) OM iwi NET INCOME 927,160 2,016 MO Retained earnings/fund balance at F wo beginning of year 4,027,706 80,017 RETAINED EARNINGS/FUND BALANCE AT !! END OF YEAR $ 4,954,866 $ 82,033 I 61 44 -38- &� #w �~ TOTALS (MDMDI&\N[DJM ONLY) I990 1989 _ 2'878 - 8.371 ' ll'249 am � 34`I74 - 1`597,064 1`443'086 �m 550`720 604.726 2`I47.784 2.048.7I2 m� 1'324.988 986.180 N� 166,404 I73'384 (56,275) (6I'000) (157.192) ' (47`063) 11I.484 1`277,925 1`097.664 - - (348^749) (727`535) (348`740) (727.535) 920'I76 370'129 -- 4`107,723 3`737`594 $ 5,036'899 $ 4.107.723 See notes to financial statements. ']9- COMBINED STATEMENT OF CASH FLOWS - PROPRIETARY FUND TYPE AND NON-EXPENDABLE TRUST FUND - 1 of 2 up CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 R k FIDUCIARY PROPRIETARY FUND TYPE FUND TYPE NON-EXPENDABLE ENTERPRISE TRUST CASH FLOWS FROM OPERATING ACTIVITIES Operating income $ 1,324,988PP Adjustment to reconcile net income to net cash provided by operating activities Amortization 2,284 OP Depreciation 550,720 Disposal of fixed assets (157,192) 1,720,800 Changes in operating assets and liabilities OP Increase in prepaid expenses (4,564) Decrease in customer deposits (2,545) (Decrease) Increase in accounts payable 150,511 PO (Decrease) Increase in due to other funds Increase in accounts receivable (90,945) (Decrease) Increase in accrued interest PO payable (662) (Increase) Decrease in due from other funds 637 CASH FLOWS PROVIDED FROM PO OPERATING ACTIVITIES 1,773,232 tkk CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES OP Operating transfers-out to other funds Operating transfers-in from other funds (348,749) CASH FLOWS USED BY NONCAPITAL FINANCING ACTIVITIES (348,749) 1PO up up AA -40- 11 !! 11 11 11 TOTALS (MEMORANDUM ONLY) 11 1990 1989 11 $ 1,324,988 $ 986,180 2,284 1,711 11 550,720 604,726 (157,192) - 1,720,800 1,592,617 11 (4,564) (1,332) (2,545) (3,060) 11 150,511 90,227 (150,053) (90,945) (35,205) (662) 25,386 637 290 1,773,232 1,518,870 11 (727,535) (348,749)11 - (348,749) (727,535) 11 11 -41- mu COMBINED STATEMENT OF CASH FLOWS - PROPRIETARY FUND TYPE AND NON-EXPENDABLE TRUST FUND - 2 of 2 MP FIDUCIARY OP PROPRIETARY FUND TYPE FUND TYPE NON-EXPENDABLE ENTERPRISE TRUST OP CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Contributed capital transferred to 110 General Fund (1,465,693) Contributed capital from customers 112,474 Acquisition and construction of capital 00 assets, including capitalized construction interest (6,618,058) Retirements and reclassification of capital assets 7,073,012 SP Revenue bond payments (130,000) Interest paid (56,275) Proceeds from note payable OP Note payments - Acquisition of capitalized bond costsSP - CASH FLOWS PROVIDED (USED) FROM CAPITAL AND RELATED FINANCING ACTIVITIES (1,084,540) CASH FLOWS FROM INVESTING ACTIVITIES Interest earned on investments 164,388 2,016 14, INCREASE IN CASH 504,331 2,016 OP Cash balance at beginning of year 1,854.540 22.817 CASH BALANCE AT END OF YEAR $ 2,358,871 $ 24,833 r 0. p SP -42- 1r 1 TOTALS (MEMORANDUM ONLY) 1990 1989 11 I (1,465,693) 4,200,000 112,474 143,839 (6,618,058)11 - 7,073,012 (2,259,386) (130,000) (125,000) (56,275) (61,900) 11 _ (1,371,286) (35,941) 11 (1,084,540) 490,326 11 166,404 173,384 506,347 1,455,045 1,877,357 422,312 11 $ 2,383,704 $1,877,357 1[ 116 1! -43- NOTES TO FINANCIAL STATEMENTS CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 1. ORGANIZATION The City of Friendswood, Texas was incorporated on October 15, 1960. The charter provided for a Mayor-Council form of city government. It was amended on October 16, 1971 to provide for a City Council-City Manager form of city government. The Mayor and six Councilmen are elected from the City at large to serve two-year terms. The City Council is the principal legislative body of the City. The City Manager is appointed by a majority vote of the City Council and is responsible to the Council for the administration of all the affairs of the City. The City Manager is responsible for law enforcement, appointment and removal of department directors and employees, supervision and control of all City departments and preparation of the annual budget. The Mayor presides at meetings of the City Council and can vote. The City provides the following services: public safety, streets, parks 11 and recreation, library, water and sewer, sanitation, planning and zoning, building inspection, code enforcement and general administrative services. 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A. REPORTING ENTITY In defining the reporting entity the City has considered the following criteria: (1) oversight responsibility which includes (a) financial interdependence, (b) selection of governing authority, (c) designation of management, (d) ability to significantly influence operations, and (e) accountability for financial matters, (2) scope of public service and (3) special financing relationships. The reporting entity is composed of the operational units (General, Special Revenue, Debt Service, Capital Projects, Non-expendable Trust and Enterprise Funds) of the City. The governmental units listed below were considered but excluded, because they did not materially meet the criteria listed above. The governmental unitg include Friendswood Independent School District, Clear Creek Independent School District, Galveston County, Harris County and Clear Creek Drainage District and have been omitted from the reporting entity. Of the component units considered for inclusion in the reporting entity, only Friendswood Volunteer Fire Department had a positive response to criteria 1(a) and 1(d) above. -44- 1 NOTES TO FINANCIAL STATEMENTS - 2 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) A. REPORTING ENTITY (continued) No other positive responses were found to the remaining criteria for Friendswood Volunteer Fire Department. In the opinion of the City's management, the degree of oversight of the Friendswood Volunteer Fire Department is immaterial and because they do not meet the scope of public service or special financing relationship criteria, they are not considered a component unit of the City. B. FUND ACCOUNTING The accounts of the City are organized on the basis of funds and 11 account groups, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self-balancing accounts that comprise its assets, liabilities, fund equity, revenues and expenditures or expenses, as appropriate. Resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The City uses six fund types and 11 two account groups described below: GOVERNMENTAL FUND TYPES Governmental funds are those through which most governmental functions of the City are financed. The City's expendable financial resources (except those accounted for in proprietary funds) are accounted for through governmental funds. The measurement focus is upon determination of changes in financial position, rather than upon net income determination. The following are the City's governmental fund types: General Fund I! The General Fund is used to account for all financial transactions which are not accounted for in another fund. The primary sources of revenue of the General Fund are property taxes, sales and use taxes, I! franchises, licenses and permits, and fines and forfeitures. Expenditures are for general government, public safety, public works, community development and community services. I! I! 11 -45- I NOTES TO FINANCIAL STATEMENTS - 3 CITY OF FRIENDSWOOD, TEXAS 1 September 30, 1990 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) B. FUND ACCOUNTING (continued) Special Revenue Funds The Special Revenue Funds are used to account for proceeds of specific revenue sources that are legally restricted to financing specified activities. Capital improvements are charged to expenditures in the accounts of this fund and capitalized in the General Fixed Assets Account Group or the Enterprise Fund. Debt Service Fund The Debt Service Fund is used to account for the payment of interest and principal on all general long-term debt of the City. The primary source of revenue of the Debt Service is general property taxes. Capital Projects Fund I The Capital Projects Fund is used to account for the receipt and expenditures of resources used for the acquisition and construction of major capital facilities (other than those financed by the Enterprise Fund) . The principal resources of the Capital Projects Fund are proceeds from the sale of bonds and certificates of obligation, federal grants, interest revenues and operating transfers from other funds. PROPRIETARY FUND TYPE 1/ Proprietary funds are used to account for the City's ongoing organizations and activities which are similar to those often found in the private sector. The measurement focus is upon determination of net income. The following is the City's proprietary fund type: Enterprise Fund (Water and Sewer) 11 The Enterprise Fund is used to account for operations of the water and sewer department and the construction of related facilities and for billing for and payment of its sanitation services. The fund is financed and operated in a manner similar to private business enterprises - where the intent of the City is that the costs (expenses, including depreciation) of providing goods or services to 11 -46- 1 I! NOTES TO FINANCIAL STATEMENTS - 4 I! CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) B. FUND ACCOUNTING (continued) PROPRIETARY FUND TYPE (continued) (Water Fund Enterpriseand Sewer) (continued) ( ) the general public on a continuing basis be financed or recovered primarily through user charges. The acquisition, maintenance and improvement of the physical plant facilities required to provide these goods and services are financed from existing cash resources, the issuance of bonds (revenue or general obligation) , federal grants and other City funds. FIDUCIARY FUND TYPES Trust Fund ' The Non-Expendable Trust Fund (1776 Park) is used to account for assets held by the City in a trustee capacity or as an agent for individuals, private organizations, other governments and/or other funds. This fund is accounted for in the same manner as proprietary funds. 11 ACCOUNT GROUPS Account are used to establish accountingcontrol and groups accountability for the City's general fixed assets and general long-term debt. The following are the City's account groups: General Fixed Assets Account Group The General Fixed Assets Account Group is used to account for the City's land, buildings, improvements and equipment except those 1[ recorded in the Enterprise Fund. General Long-Term Debt Account Group P I! This account group is used to account for the City's liability for general obligation bonds and certificates of obligation due at varying dates through the year 2004 which are payable from general property tax revenues of the City. -47- NOTES TO FINANCIAL STATEMENTS - 5 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) C. BASIS OF ACCOUNTING Basis of accounting refers to when revenues and expenditures or expenses are recognized in the accounts and reported in the financial statements, regardless of the measurement focus applied. MEASUREMENT FOCUS Governmental fund types (General, Special Revenue, Debt Service and Capital Projects) are accounted for on a "current financial resources" measurement focus. Accordingly, only current assets and current liabilities are included on their balance sheets and the reported fund balance provides an indication of available spendable or appropriable resources. Operating statements for governmental fund types report increases and decreases in available spendable resources. The Enterprise Fund, a proprietary fund type, and the Non-Expendable Trust Fund are accounted for on a "flow of economic resources" measurement focus. Accordingly, all assets and all liabilities are included on their balance sheets, and the reported fund equity provides an indication of the economic net worth of the fund. Operating statements for the Enterprise Fund report increases and decreases in total economic net worth. MODIFIED ACCRUAL BASIS OF ACCOUNTING The modified accrual basis of accounting is followed in the governmental fund types. Under this basis of accounting, revenues are recognized when they become susceptible to accrual; i.e. , both measurable and available to finance expenditures of the current period. Available means then due, or past due and receivable within the current period and collected within the current period or expected to be collected soon thereafter to be used to pay liabilities of the current period. Such time thereafter shall not exceed 60 days. Expenditures are recorded when the related fund liability is incurred with the exception of principal and interest on general long-term debt. The treatment of specific revenue and expenditure items is described below: (1) General property taxes are recorded as a receivable when levied and as revenue when they become available. Property taxes receivable have been recorded as deferred revenue at September 30, 1990. Property taxes collected within sixty days subsequent to September 30, 1990 have not been recorded as revenue as the amount is not material. -48- II NOTES TO FINANCIAL STATEMENTS - 6 I CITY OF FRIENDSWOOD, TEXAS September 30, 1990 II 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) IIC. BASIS OF ACCOUNTING (continued) 11 MODIFIED ACCRUAL BASIS OF ACCOUNTING (continued) (2) Sick pay is accrued and one half of any cumulative sick pay is payable to the employee upon termination. Unpaid vacation is 1 recorded as it accrues and cannot be carried forward to the following year without City Manager approval. Amounts accrued in these financial statements represent the unused portion of IIvacation at September 30, 1990. Longevity begins to accrue after one year of employment and is paid each December. "Comp-time" accrues each pay period and cumulative "comp-time" is payable to II the employee upon termination. Sick pay, vacation, longevity and "comp-time" will be liquidated with expendable available financial resources and are accrued in the General and Enterprise Funds. As of September 30, 1990, accrued holiday, sick pay, vacation, 1 longevity pay and "comp-time" were as follows: Fund Holiday Sick Pay Vacation Longevity "Comp-Time" Total II General Fund $24,955 $215,813 $166,349 $17,648 $ 9,414 $434,179 Enterprise Fund 566 20.719 16.844 2.868 251 41.248 11 TOTAL $25,521 $236,532 $183,193 $20,516 $ 9,665 $475,425 11 (3) Principal and interest on general long-term debt is recognized when due. (4) Supplies inventories are charged to expenditures when purchased. 5 Franchise fees, fines, licenses and permits, and sales tax are recognized when received; i.e. , the time they are considered measurable. Sanitation fees are recorded when earned. (6) Investment earnings are not accrued in the governmental fund types lik. and Non-Expendable Trust Funds since they are not material. Earnings are recorded upon maturity of investments. Investments (certificates of deposit) are stated at cost. The Enterprise Fund and Non-Expendable Trust Fund revenues and expenses iii,, are recorded on the accrual basis whereby revenues are recognized in the period in which they are earned and become measurable and expenses 11 are recognized in the period incurred. 11 -49- NOTES TO FINANCIAL STATEMENTS - 7 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) D. BUDGETS 1 GENERAL BUDGET POLICIES Procedures in establishing budgetary data reflected in the financial statements are as follows: (1) On or before the first day of August of each year, the City Manager shall submit to the Council a proposed budget and an accompanying message. The Council shall review the proposed budget and revised as deemed appropriate prior to general circulation for public hearing. The Council shall adopt the budget by ordinance on one reading on or before the 15th day of September or as soon thereafter as practical. Adoption of the budget shall require an affirmative vote of at least a majority of all members of the Council. Adoption of the budget shall constitute appropriations of the amounts specified therein as expenditures from the funds indicated. If, during the fiscal year, the City Manager certifies that there are available for appropriation revenues in excess of those estimated in the budget, the Council may make supplemental appropriation for the year up to the amount of such excess. (2) At any time during the fiscal year, the City Manager may transfer part or all of any unencumbered appropriation balance among programs within a department, division or office and, upon written request by the City Manager, the Council may by ordinance transfer part or all of any unencumbered appropriation balance from one department, office, or agency to another. (3) Limitations: No appropriation for debt service may be reduced or transferred and no appropriation may be reduced below any amount required by law to be appropriated or by more than the amount of the unencumbered balance thereof. 4 Legally adopted budgets for the General, Special Revenue, debt Service, Capital Projects and Enterprise Funds are prepared on a basis consistent with generally accepted accounting principles (GAAP) , at the departmental level, the legal level of budgetary control. -50- I IINOTES TO FINANCIAL STATEMENTS - 8 ll CITY OF FRIENDSWOOD, TEXAS September 30, 1990 II 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) ID. BUDGETS (continued) I GENERAL BUDGET POLICIES (continued) (5) Encumbrances represent commitments related to unperformed contracts II for goods or services. Encumbrance accounting - under which purchase orders, contracts and other commitments for the expenditure of resources are recorded to reserve that portion of the applicable appropriation - is utilized in the governmental funds. Encumbrances II outstanding at year end are reported as reservations of fund balances and do not constitute expenditures or liabilities because the commitments will be honored during the subsequent year. I The City of Friendswood has complied with all budget requirements for the year ended September 30, 1990. IIE. FIXED ASSETS Fixed assets are stated at cost or, if the cost is not determinable, at II estimated historical cost. Donated fixed assets are recorded at their estimated fair value on the date received. Costs incurred for the purchase or construction of general fixed assets are recorded as capital I outlay expenditures in the General, Special Revenue and Capital Projects Funds. All such costs are capitalized in the General Fixed Assets Account Group. Amounts expended for property, plant and equipment in the II Enterprise Fund are capitalized in the fixed asset accounts within that fund. Public domain fixed assets such as bridges, roads, drainage systems, etc. , are capitalized along with other general fixed assets. II Depreciation of all exhaustible fixed assets used by the Enterprise Fund is charged as an expense against its operations. Allowance for depreciation is reported in the Enterprise Fund balance sheet. I Depreciation has been provided over the estimated useful lives using the straight-line method. The estimated useful lives are as follows: 11 Assets Lives Equipment 5-10 years Water and Sewer System 40-50 years No depreciation is provided for the general fixed assets of the City. 1 I -51- 11 NOTES TO FINANCIAL STATEMENTS - 9 CITY OF FRIENDSWOOD, TEXAS 11 September 30, 1990 1 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) F. DEBT SERVICE The ad valorem tax rate is allocated each year between the General Fund and the Debt Service Fund. The full amount estimated to be required for debt service on general obligation debt is provided by the debt service tax together with interest earned in the Debt Service Fund. Enterprise Fund long-term debt requirements are provided from net revenues of the fund. G. GENERAL PROPERTY TAXES All taxes due the City on real or personal property are payable at the Office of the City Assessor-Collector and may be paid at any time after the tax rolls for the year have been completed and approved, which is no later than October 1. Taxes are levied on October 1 and are due by February 1, and all taxes not paid prior to this date are deemed delinquent and are subject to penalty and interest. All property located within the City limits on the first day of January of each year is charged with a special lien in favor of the City from such date for taxes due thereon. H. "MEMORANDUM ONLY" CAPTIONS The "Memorandum Only" captions on the total columns of the combined statements indicate that totals are presented only for overview informational purposes. Data in these columns do not present financial position, results of operations or changes in financial position in conformity with generally accepted accounting principles. I. ALLOWANCES Allowance for doubtful accounts has been recorded at September 30, 1990 as follows: Fund Type of Account Amount Enterprise Fund Water and Sewer billings $10,000 General Fund Sanitation billings 2,000 !I J. ENCUMBRANCES Encumbrances represent the estimated amount of expenditures ultimately to result when unperformed contracts (in progress at year-end) are completed. Such encumbrances are reported as reservations of fund balances and do not constitute expenditures or liabilities. -52- 1 NOTES TO FINANCIAL STATEMENTS - 10 CITY OF FRIENDSWOOD, TEXAS I! September 30, 1990 I 3. DEPOSITS AND INVESTMENTS 11 At September 30, 1990, the carrying amount of the City's certificates of deposit in banks was $3,900,000 and the cash balance was $806,701. Of the 11 bank balance, $200,000 was covered by federal depository insurance; U. S. government securities and municipal bonds in the amount of $5,547,903 were pledged as collateral for the balance. Such securities were held in safekeeping in the City's name for the pledging bank at the pledging bank's correspondent bank trust department in the government's name. State law authorizes the City to invest in: (a) obligations of the United States or its agencies or instrumentalities; (b) direct obligations of the State of Texas or its agencies; (c) other obligations, the principal and interest on which are unconditionally guaranteed or insured by the State of Texas or the United States; (d) obligations of state, agencies, counties, cities and other political subdivisions of any state having been rated as to investment quality by a nationally recognized investment rating firm and having received a rating of not less than A or its equivalent; (e) certificates of deposit issued by state and national banks domiciled in Texas which are: 11 (1) guaranteed or insured by the Federal Deposit Insurance Corporation, or its successor; or (2) secured by obligations of paragraphs (a) to (d) above and that have a market value of not less than the principal amount of the certificates; and (f) fully collateralized by direct repurchase agreements. I I I I 11 -53- :I NOTES TO FINANCIAL STATEMENTS - 11 CITY OF FRIENDSWOOD, TEXAS II September 30, 1990 II 4. FIXED ASSETS A summary of changes in general fixed assets for the year ended II September 30, 1990 follows: Balance at Retirements Balance atII Sept. 30, and Sept. 30, 1989 Additions Reclassification 1990 Land $ 1,408,068 $ (11) $ 1,408,057 II Buildings 2,035,927 $ 308, 557 - 2,344,848q 4 Improvements 9,676,762 1,828,071 (167,940) 11,336,893 II Equipment 2,467,694 83,662 (298,292) 2,253,064 Construction in progress 19,042 110.827 (80.496) 49,373 II TOTAL $15,607,493 $2,331,117 $(546,739) $17,391,871 A summary of changes in Enterprise Fund fixed assets for the year ended II September 30, 1990 follows: Balance at Retirements Balance at II Sept. 30, and Sept. 30, 1989 Additions Reclassification 1990 Land $ 165,099 $ 53,363 $ 218,462 Plant and equipment 5,648,053 $3,796,854 (257,661) 9,187,246 II Plant and equipment - Blackhawk 9,749, 543 - - 9,749,543 Water and sewer lines 5,695,269 1,344,095 - 7,039,364 Drainage 1,171,064 - (1,171,064) - Storm sewers 637,671 - (637,671) - Construction in progress 4,126,462 1,093.597 (5.059,980) 160,0791II 27,193,161 6,234,546 (7,073,013) 26,354,694 Less accumulated !I depreciation 5,031,878 550.720 (383.513) 5.199.085 TOTAL $22,161,283 $5,683,826 $6,689,500 $21,155,609 !I -54- 1 I[ NOTES TO FINANCIAL STATEMENTS - 12 Ir CITY OF FRIENDSWOOD, TEXAS September 30, 1990 II 5. COMMITMENTS I A. On October 1, 1981, the City entered into a contract with the Friendswood Volunteer Fire Department, Inc. The Department shall II furnish all fire suppression, rescue and emergency medical services, utilizing apparatus and equipment owned by the City to all persons and property located within the corporate limits of the City, or to persons and property located outside the City when approved by II Council. The City agrees to (1) provide the fire fighting equipment and facilities for the use by the Department in fighting fire and performing emergency medical services, (2) to provide funds for the II capital equipment, operation and maintenance of the Department in accordance with the annual budget as approved by Council, (3) to provide dispatch services and (4) employ one paid firefighter and II a paramedic for and on behalf of the Department. B. On February22, 1985, the Cityentered into an agreement with Bay g Area Land Company, Ltd. (Partnership) whereby Bay Area Land Company I paid the City $1,200,000 in tap revenue fees to serve property developed by Bay Area Land Company. The $1,200,000 payment is to be repaid by the City from connection fees that are to be levied by 1! the City for areas within the property during the term of the utility allocations. 11 C. The City entered into a contract with Gulf Coast Waste Disposal Authority on December 12, 1974 to manage the Blackhawk Regional Waste Treatment Plant. The City pays its pro rata share of the plant's operating expenses and a management fee as set by the Blackhawk II Advisory Committee. The City paid $514,463 to the Authority for operation and management services for the year ended September 30, 1990. D. The City renewed a contract with Best Waste Systems, Inc. on November 1, 1987 for the collection of garbage, trash and other Ir refuse within the corporate limits of the City twice a week. The contract expires on October 31, 1993 with an option of renewal for an additional five years. The residential collection fee is set at $7.63 per month. Small commercial fees are $32.89 per month and the fee varies for commercial container pick-up as to the size of the container. F 1r II -55- "mi NOTES TO FINANCIAL STATEMENTS - 13 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 5. COMMITMENTS (continued) F. The City had the following construction commitments at September 30, I 1990: Amount11 Paid to Project Contract Percent Sept. 30, Project Contractor Description Amount Complete 1990II 1990 Street Coenco Materials and $11,711 90 % $ 10,540 Improvement services for II Program street re- surfacing. Police No contract Materials and 56 38,833II Department services for Holding construction work Facility performed by in- II Expansion house personnel and outside vendors. II FM 2351 Wayne Smith New project 2,000 2,000 Water Line & Associates required by Across State due to Clear Creek widening of road. 24" Sewer In-house Material and - 10,277 11 Line along project service to Cowarts replace 24" II Creek sewer line along Cowarts Creek from Deepwood Lift Station to Green Briar. 11 Fire hydrant In-house Install 18 53 10,031 II improve- project new fire ments hydrants throughout the City. !I Manhole In-house New multiyear 78 6,112 Rehalibi- project project. II tation II -56- II 1! NOTES TO FINANCIAL STATEMENTS - 14 CITY OF FRIENDSWOOD, TEXAS September 30, 1989 II 5. COMMITMENTS (continued) IAmount Paid to I Project Contractor Project Contract Percent Sept. 30, Description Amount Complete 1990 II Surface Wayne Smith & Preliminary, $148,000 95 7,618 water Associates design, and conversion inspection engineering engineering Ionentire surface water conversion I project. Sewer Line C.L. Davis Relocate sewer 600 FM 2351 & Company line required I from FM 518 to Clear by State due to widening of the Creek road. IISurface Instrument Computer system 149,831 82 123,257 Water Control to provide control Telemetry Service and monitoring II Associated of pump operation Public Safety to balance the National water pressure 11 Association throughout the of Business City and monitor Federal pressure and Licensing, flow at each IF Inc. well facility. Central In-house Preliminary 186 ri Service project phase of sewer area improvements. sewer im- provements I $209,454 ][ ir 11 -57- 401 NOTES TO FINANCIAL STATEMENTS - 15 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 6. LONG-TERM DEBT Long-term debt at September 30, 1990 is comprised of the following: 11 Principal Balance Current Description Sept. 30. 1990 Portion General Obligation Bonds Refunding Bonds, Series 1986 $ 8,080,778 $ 715,000 Certificates of Obligation Certificates dated December 1, 1988 due in installments of $35,000 to $45,000 payable on March 1 of each year with interest at 8. 375% payable each March 1 and September 1, until 1992. 165,000 35,000 Capital Leases Radio Lease 1,529 1,529 Computer Lease (Police) 11.663 11.663 TOTAL 8,258,970 763,192 Revenue Bonds Waterworks and Sanitary Sewer System Revenue Bonds, Series 1969 due in installments of $30,000 to $50,000 through March 1, 1999, interest at 6.125 percent. 360,000 30,000 Waterworks and Sewer System Revenue Bonds, Series 1979 due in installments of $5,000 to $100,000 through March 1, 11 1996, interest at 5.50 to 6.50 percent. 505,000 100,000 Certificates of Obligation Certificates dated December 1, 1988 due in installments of $90,000 to $560,000 pay- able on March 1 of each year with interest at 6.9% to 8.375% payable each March 1 and September 1, until 2004. 4.200.000 90.000 TOTAL 5.065.000 220.000 TOTAL LONG-TERM DEBT $13,323,970 $ 983,192 !/ ir -58- F I! NOTES TO FINANCIAL STATEMENTS - 16 I CITY OF FRIENDSWOOD, TEXAS September 30, 1990 II 6. LONG-TERM DEBT (continued) IICapital lease requirements are as follows: II Total Present Value Amount Year Ending Lease of Minimum Representing Sept. 30 Payments Lease Payments Interest II1991 $14,186 $13,192 $ 994 II The bond, certificate of obligation and capital lease requirements of the City (general obligation and revenue) by maturity date are as follows: I Year Ending Total Sept. 30 Principal Interest Total 1991 $ 983,192 $ 882,727 $ 1,865,919 II 1992 1,065,000 814,627 1,879,627 1993 1,130,000 740,315 1,870,315 1994 1,200,000 659,312 1,859,312 II 1995 1,140,000 576,613 1,716,613 1996 1,240,000 490,304 1,730,304 1997 1,320,000 395,266 1,715,266 II 1998 1,150,000 304,671 1,454,671 1999 1,220,000 218,634 1,438,634 2000 725,834 718,498 1,444,332 2001 505,898 242,614 748,512 11 2002 512,209 157,634 669,843 2003 549,993 123,238 673,231 2004 581,844 82,756 664,600 11 TOTAL LONG- TERM DEBT $13,323,970 $6,407,209 $19,731,179 Iri — -- ---- ___,-- II II I -59- 11 NOTES TO FINANCIAL STATEMENTS - 17 11 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 P I 6. LONG-TERM DEBT (continued) Bond Refinancing In prior years, the City defeased certain outstanding general obligation and other bonds by placing the proceeds of the new bonds in an irrevocable trust to provide for all future debt service payments on the old bonds. Accordingly, the trust accounts and the defeased bonds are not included in the City's financial statements. At September 30, 1990, the following outstanding bonds are considered defeased: Outstanding11 Series Principal Waterworks and Sewer System Unlimited Tax Bonds, Series 1962 $ 150,000 Waterworks and Sewer System Unlimited Tax Bonds, Series 1963 30,000 11 General Obligation Refunding Bonds, Series 1969 64,000 Drainage Improvement Bonds, Series 1973 90,000 General Obligation Bonds, Series 1974 575,000 Street Improvement Bonds, Series 1977 1,055,000 General Obligation Bonds, Series 1979 210,000 Street Improvement Bonds, Series 1982 1,190,000 Waterworks and Sewer System Combination Tax and Revenue Bonds, Series 1964 300,000 Waterworks and Sewer System Combination Tax and Revenue Refunding Bonds, Series 1972 660,000 Waterworks and Sewer System Combination Tax and Revenue Bonds, Series 1967-A 450,000 Waterworks and Sewer System Combination Tax and Revenue Bonds, Series 1972 450,000 Waterworks and Sewer System Combination Tax and Revenue Bonds, Series 1974 610,000 WCID #108, Waterworks and Sewer System Combination Tax and Revenue Bonds, Series 1972 390,000 WCID #108, Waterworks and Sewer System Unlimited Tax and Revenue Bonds, Series 1981 145,000 $6,369,000 A number of limitations and restrictions are contained in the various bond ordinances. The City has complied with all significant limitations and restrictions. -60 - 1 .w/ NOTES TO FINANCIAL STATEMENTS - 18 441011 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 /0110 6. LONG-TERM DEBT (continued) Changes in bond, certificate of obligation and capital lease amounts of „_ the City (general obligation and revenue) for the year ended September 30, 1990 were as follows: Balance at Balance at Sept. 30, Sept. 30, 1989 Retirements 1990 114111 General Obligation Bonds $ 8,750,778 $670,000 $ 8,080,778 Certificates of Obligation 4,400,000 35,000 4,365,000 Capital Leases 29,437 16,245 13,192 Revenue Bonds 995,000 130,000 865,000 $14,175,215 $851,245 $13,323,970 7. PENSION PLAN Ai Plan Description The City provides pension benefits for all of its eligible employees through a nontraditional, joint contributory, defined contribution plan 17 in the state-wide Texas Municipal Retirement System (TMRS) , one of over 500 administered by TMRS, an agent multiple-employer public employee retirement system. It is the opinion of the TMRS management that the plans in TMRS are substantially defined contribution plans but they have elected to provide additional voluntary disclosure to help foster a better understanding of some of the nontraditional characteristics of the plan. 17 Benefits depend upon the sum of the employee's contributions to the plan, with interest, and the city-financed monetary credits, with interest. At the date the plan began, the City granted monetary credits for service I! rendered before the plan began of a theoretical amount equal to two times what would have been contributed by the employee, with interest, prior .to establishment of the plan. Monetary credits for service since the plan began are a percent (100%, 150%, or 200%) of the employee's accumulated 17 -61- Iftw mow NOTES TO FINANCIAL STATEMENTS - 19 CITY OF FRIENDSWOOD, TEXAS Ohm, September 30, 1990 7. PENSION PLAN (continued) elm Plan Description (continued) contributions. In addition, the City can grant as often as annually lbw another type of monetary credit referred to as an updated service credit which is a theoretical amount which, when added to the employee's accumulated contributions and the monetary credits for service since the plan began, would be the total monetary credits and employee contributions Ohm accumulated with interest if the current employee contribution rate and City matching percent had always been in existence and if the employee's salary had always been the average of his salary in the last three years. Olio At retirement, the benefit is calculated as if the sum of the employee's accumulated contributions with interest and the employer-financed monetary credits with interest were used to purchase an annuity. Illog Members can retire at ages 60 and above with 10 or more years of service or with 25 years of service regardless of age. The plan also provides death and disability benefits. A member is vested after 10 years, but he must leave his accumulated contributions in the plan. If a member withdraws his own money, he is not entitled to the employer-financed monetary credits, even if he was vested. The plan provisions are adopted 11110 by the governing body of the City, within the options available in the state statutes governing TMRS and within the actuarial constraints also in the statutes. 1110 Contributions The contribution rate for the employees is 5 percent, and the City matching IMP percent is currently 100 percent, both as adopted by the governing body of the City. Under the state law governing TMRS, the City contribution rate is determined annually by an actuary. Part of the City contribution rate (the normal cost) is to fund the currently accruing monetary credits, with the other part (the prior service contribution rate) calculated as the level percent of payroll needed to amortize the unfunded actuarial liability over the remainder of the plan's 25-year amortization period. When the City periodically adopts updated service credits and increases in annuities in effect, the increased unfunded actuarial liability is to be amortized over a new 25-year period. Currently, the unfunded actuarial liability is being amortized over the 25-year period which began 71 January, 1990. The unit credit actuarial cost method is used for determining the City contribution rate. Contributions are made monthly by both the employees and the City. Since the City needs to know its 71 contribution rate in advance to budget for it, there is a one-year lag between the actuarial valuation that is the basis for the rate and the calendar year when the rate goes into effect. -62- 1 I! NOTES TO FINANCIAL STATEMENTS - 20 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 I! 7. PENSION PLAN (continued) f Contributions (continued) The City's total payroll in fiscal year 1990 was $3,040,766, and the City's contributions were based on a covered payroll of $2,617,976. Both the City and the covered employees made the required contributions, amounting to $97,716 (3.25% of covered payroll for the months in calendar year 1989 and 3.49% for the months in calendar year 1990) for the City and $142,755 (5%) for the employees. The City adopted changes in the plan since the previous actuarial valuation, which had the effect of increasing the City's contribution rate for 1990 by 0.03% of payroll. There were no related- party transactions. Funding Status and Progress Even though the substance of the City's plan is not to provide a defined benefit in some form, some additional voluntary disclosure is appropriate due to the nontraditional nature of the defined contribution plan which had an initial unfunded pension benefit obligation due to the monetary credits granted by the City for services rendered before the plan began and which can have additions to the unfunded pension benefit obligation through the periodic adoption of increases in benefit credits and benefits. Statement No. 5 of the Governmental Accounting Standards Board (GASB 5) defines pension benefit obligation as a standardized disclosure measure of the actuarial present value of pension benefits, adjusted for the effects of projected salary increases, estimated to be payable in the future as a result of employee service to date. The measure is intended to help users assess the funding status of public employee pension plans, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among public employee pension plans. The pension benefit obligation shown below is similar in nature to the standardized disclosure measure required by GASB 5 for defined benefit 11 plans except that there is no need to project salary increases since the benefit credits earned for service to date are not dependent upon future salaries. The calculations were made as part of the annual actuarial valuation as of December 31, 1989. Because of the money-purchase nature of the plan, the interest rate assumption currently 8.5% per year, does not have as much impact on the results as it does for a defined benefit plan. Market value of assets is not determined for each City's plan, but 11 the market value of assets for TMRS as a whole was 108.7% of book value as of December 31, 1989. It ir -63- 3 NOTES TO FINANCIAL STATEMENTS - 21 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 I 7. PENSION PLAN (continued) Pension Benefit Obligation Annuitants currently receiving benefits $ 84,164 Terminated employees 259,975 Current employees Accumulated employee contributions including allocated invested earnings 981,934 Employer-financed vested 643,025 Employer-financed nonvested 234.927 Total 2,204,025 1 Net assets available for benefits, at book value 1.866.216 UNFUNDED PENSION BENEFIT OBLIGATION $ 337,809 The book value of assets is amortized cost for bonds and original cost for short-term securities and stocks. The actuarial assumptions used to compute the actuarially determined City contribution rate are the same as those used to compute the pension benefit obligation. The amounts above reflect changes in actuarial assumptions since the previous actuarial valuation, which had the effect of increasing the pension benefit obligation by $16,171. Because of the one-year lag between the actuarial rate goes into effect, the new actuarial assumptions will first affect the 1991 contribution rate for the City. The amounts above also reflect the adoption of changes in the plan since the previous actuarial valuation, which had the effect of increasing the pension benefit obligation by $41,337. Trend Information NET ASSETS PENSION AVAILABLE BENEFIT PERCENTAGE YEAR FOR BENEFITS OBLIGATION FUNDED 1987 $1,265,501 $1,632,280 77.53 % 1 1988 1,582,085 1,878,557 84.22 1989 1,866,216 2,204,025 84.67 3 !I -64- I NOTES TO FINANCIAL STATEMENTS - 22 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 7. PENSION PLAN (continued) Trend Information (continued) UNFUNDED UNFUNDED PENSION PENSION ANNUAL BENEFIT OBLIGATION BENEFIT COVERED AS A PERCENTAGE YEAR OBLIGATION PAYROLL OF COVERED PAYROLL 1987 $366,779 $2,516,687 14.57 % 1988 296,472 2,615,976 11.33 1989 337,809 2,617,976 12.90 Ten-year historical trend information presenting the TMRS progress in accumulating sufficient assets to pay benefits when due is presented in the TMRS December 31, 1989 Comprehensive Annual Financial Report. 8. INTERFUND TRANSACTION Operating transfers during the year ended September 30, 1990 were as follows: Amount Transferred In (Out) General Fund Special Revenue Funds $ 3,044 Capital Projects Fund (287,189) Enterprise Fund 348,749 64,604 11 Special Revenue funds General Fund (3,044) Capital Projects Fund General Fund 287,189 Enterprise Fund General Fund (348,749) NET DIFFERENCE $ -0- I Ir -65- 3 NOTES TO FINANCIAL STATEMENTS - 23 11 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 9. BLACKHAWK REGIONAL WASTE TREATMENT PLANT The City has entered into an arrangement with the City of Houston, Harris County MUD #55, and CDC, Inc. for operating and maintaining a joint waste treatment plant known as Blackhawk Regional Waste Treatment Plant. All participants share in the expenses of operation and maintenance based on their respective percentages for use and fixed costs. The percentages of ownership based on fund balances at September 30, 1990 are as follows: City of Friendswood 52.71% City of Houston 15.94 Harris County MUD #55 20.28 CDC, Inc. 11.07 100.00% An annual P budget of operations is submitted to the Gulf Coast Waste g Disposal Authority each year. The Gulf Coast Waste Disposal Authority is the governing authority and consists of nine member (3 appointed by the governor, 3 appointed by the commissioners court and 3 appointed by the participants) . As of September 30, 1990 the following audited financial information was available from the operator: Total assets $242,900 Total liabilities $242.900 Equity $ -0- Total revenues $790,828 Total expenses 790.828 Net (Loss) $ -0- 1 -66- 1 IINOTES TO FINANCIAL STATEMENTS - 24 IICITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 10. SEGMENT INFORMATION IThe Enterprise Fund provides two services financed by user charges (water and sewer) . Segment information for the year ended September 30, 1990 II follows (all non-direct revenues and expenses are treated as equally shared between water and sewer system operations: Water Sewer Total II Operating revenue $2,424,656 $1,048,116 $ 3,472,772 1 Operating expense 675.882 921,182 1 ,597 ,064 Operating income before depreciation 1,748,774 126,934 1,875, 708 1 Depreciation expense 275.360 275,360 550,720 1 Net operating income (loss) $1,473,414 $ (148,426) $ 1,324,988 IINon-operating income (loss) $ (24,540) $ (24,539) $ (49,079) 11 ertplant and equipment * � �— *�Property,y, $ $ $26,354,694 Less allowance for IIdepreciation * * 5,199,085 $ * $ * $21,155,609 II Other segment information is shown below: IICurrent capital contributions $ 339,462 $ - $ 339,462 Property, plant and equipment additions 5,132,551 8,398 5,140,949 11 Net working capital 930,870 930,870 1,861, 740 Total assets * * 24,103,954 Bonds and certificates of 11 obligation * * 4,845,000 Total equity * * 18 561527 Ir * Not determinable 11 -67- I NOTES TO FINANCIAL STATEMENTS - 25 11 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 11. CONTINGENCIES The City was involved in several pending lawsuits at September 30, 1990. A summary of the more significant of these follows: In Cause No. 87CV1485, Donna Woodham v. City of Friendswood, et al, filed in the District Court of Galveston County, Texas, 122nd Judicial District, the plaintiff seeks recovery for damages resulting from a death of her husband. Plaintiff alleges that the negligence of the City, Galveston County, and Harris County, in the construction and maintenance of a bridge, caused the death of her husband in an automobile accident on such bridge. The City's general liability insurance carrier has assumed the defense of said case. In Cause No. 8820657, Trax Construction Co. , Inc. v. City of Friendswood, et al, filed in the District Court of Galveston County, Texas 122nd Judicial District, the plaintiffs seek recovery of $225,000 in damages allegedly resulting from the City's breech of a street improvement contract. A determination of potential liability has not been made in the case. In Cause No. 90CV790, Richie James Garren v. City of Friendswood, et al filed in the District Court of Galveston County, Texas, 212th Judicial District, the plaintiff seeks recovery of approximately $518,000 in damages allegedly resulting from an automobile accident involving a City dump truck. the City's general liability insurance carrier has assumed the defense of said case. The City's management has indicated that it will contest each of these claims and is of the opinion that any liability resulting from such claims will not have a material effect on the financial statements of the City for the year ended September 30, 1990. 1 12. CONTRIBUTED CAPITAL The following is a schedule of changes in contributed capital for the Enterprise Fund: 1990 1989 Contributed capital at beginning of year $14,959,878 $14,816,039 1 Add developer and customer tap fees 339,463 143,839 Less Reclassify net depreciable fixed assets to General Fund (1,465,196) - Reclassify developer and customer tap fees required to be refunded (227,484) - CONTRIBUTED CAPITAL AT END OF YEAR $13,606,661 $14,959,878 -68- I I 1 1 COMBINING, INDIVIDUAL FUND AND ACCOUNT GROUP STATEMENTS AND SCHEDULES I 1 I I I I I -6 9- 1 1 1 1 I 1 GENERAL FUND The General Fund accounts for the resources used to finance the fundamental operations of the City. It is the basic fund of the City and covers all activities for which a separate fund has not been established. I 1 I I 11 IF I -71- !! GENERAL FUND EXHIBIT A-1 IICOMPARATIVE BALANCE SHEETS CITY OF FRIENDSWOOD, TEXAS IISeptember 30, 1990 and 1989 II1990 1989 ASSETS IICash - including certificates of deposit $1,596,828 $1,410,459 Receivables - net, where applicable of II allowances for doubtful accounts Property taxes 271,665 245,473 Accounts 51,865 37,902 1 Due from other funds - - Prepaid expenditures 53,784 32,957 II TOTAL ASSETS $1,974,142 $1,726,791 —_— LIABILITIES AND FUND BALANCES IAccounts payable $ 194,601 $ 155,665 Compensated absences 434,179 416,243 IIAccrued expenditures 87,806 88,119 Deferred revenue 287,197 245,473 IIDue to other funds - 637 TOTAL LIABILITIES 1,003,783 906,137 IIReserved for prepaid expenditures 53,784 - Reserved for encumbrances 54,372 277,072 I Reserved for emergency operations 400,000 - Reserved for parks 227 - Unreserved 11 Undesignated 461,976 543,582 TOTAL FUND BALANCES 970,359 820,654 TOTAL LIABILITIES AND FUND BALANCES $1,974,142 $1,726,791 It -73- :I GENERAL FUND EXHIBIT A-2 STATEMENT OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL - 1 of 2 !! CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990lik 1990 I! VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL !! REVENUES Taxes 11 General property $3,445,137 $3,506,989 $ 61,852 $3,344,246 Sales 612,053 689,576 77,523 606,549 II Franchise 416,400 419,062 2,662 400,986 Other 800 751 (49) 800 4,474,390 4,616,378 141,988 4,352,58111 Charges for services 572,977 595,244 22,267 542,911 Fines and forfeitures 170,000 166,636 (3,364) 190,106 II Licenses and permits 155,832 240,294 84,462 143,105 II Donations 4,735 3,496 (1,239) 56,348 Inter-governmental 50,284 50,984 700 53,464II Interest 119,790 188, 374 68,584 141,542 Other 39,625 51,737 12.112 54.923 11 TOTAL REVENUE 5,587,633 5,913,143 325,510 5,534,980 II EXPENDITURES General government 1,417,672 1,258,050 159,622 1,167,194II Public safety 2,170,670 2,153,037 17,633 2,038,066 Public works 1,186,073 1,196,889 (10,816) 1,108,423 Community development 304,066 275,218 28,848 250,120II Community services 989,835 944,848 44.987 762,123 TOTAL EXPENDITURES 6,068,316 5,828,042 240,274 5,325,926 II REVENUES OVER (UNDER) EXPENDITURES (480,683) 85,101 565,784 209,054 II II -74- 1 GENERAL FUND EXHIBIT A-2 STATEMENT OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL - 2 of 2 CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 11 1990 VARIANCE- FAVORABLE 1989 11 BUDGET ACTUAL (UNFAVORABLE) ACTUAL OTHER FINANCING SOURCES (USES) - Operating transfers in 351,793 351,793 727,535 Operating transfers out (287,189) (287,189) - (548,674) TOTAL OTHER FINANCING SOURCES (USES) 64,604 64,604 - 178,861 REVENUES AND OTHER SOURCES OVER (UNDER) EXPENDITURES AND OTHER USES $ (416,079) $ 149,705 $565,784 $ 387,915 !! 11 I! I! r -75- me 4 PO GENERAL FUND EXHIBIT A-3 k; STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL - 111 BY FUNCTION - 1 of 2 4 it CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 it ri 1990 VARIANCE- FAVORABLE 1989I! BUDGET ACTUAL (UNFAVORABLE) ACTUAL General Government Mayor and council $ 14,364 $ 17,424 $ (3,060) $ 14,503 11 City secretary 93,716 94,477 (761) 76,393 City manager 131,948 103,639 28,309 121,114 Finance 196,355 194,699 1,656 183,706 11 Data processing 137,026 114,931 22,095 88,911 Municipal courts 79,440 72,667 6,773 69,147 Administration 764.823 660.213 104.610 613,420II Total General Government 1,417,672 1,258,050 159,622 1,167,194 Public Safety 11 Police 1,481,137 1,471,454 9,683 1,443,035 Communications 178,911 174, 325 4,586 161,519 Emergency management 32,623 32,356 267 27 ,865 Animal control 62,051 59,036 3,015 117 ,854 II Fire 357,860 359,580 (1,720) 232,240 Fire marshall 58.088 56,286 1.802 55, 553 Total Public Safety 2,170,670 2,153,037 17,633 2,038,06611 Public Works Administration 100,032 102,448 (2,416) 97,175 Streets 421,022 402,637 18,385 391,798 Drainage 99,909 98,985 924 87,489 Sanitation 565,110 592.819 (27.709) 531,961 Total Public Works 1,186,073 1,196,889 (10,816) 1,108,423 II Community Development Administration 59,689 56,609 3,080 46,723II Planning and zoning 52,295 49,134 3,161 44,636 Engineering 105,796 86,484 19, 312 74,145 Inspection 86,286 82.991 3.295 84,616 Total Community Development 304,066 275,218 28,848 250,120 II I II -76- 4 I! GENERAL FUND EXHIBIT A-3 STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL - BY FUNCTION - 2 of 2 11 CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 11 1990 VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL 11 Community Services Library 342,408 343,785 (1,377) 248,254 Parks and recreation 255,165 233,422 21,743 187,997 II Community activities 78,086 71,346 6,740 54,553 Swimming pool 63,950 61,035 2,915 48,448 Building operations 212,226 197,260 14,966 176,271 II Health services 38,000 38,000 - 46,600 Total Community Services 989,835 944,848 44,987 762,123 TOTAL EXPENDITURES $6,068,316 $5,828,042 $240,274 $5,325,926 Total Expenditures Before IICapital Outlays $5,647,157 $5,461,212 $185,945 $5,098,472 Capital outlays 421,159 366,830 54.329 227,454 IITOTAL EXPENDITURES $6,068,316 $5,828,042 $240,274 $5,325,926 I 11 II 11 11 11 11 -77- 111, GENERAL FUND EXHIBIT A-4 STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL - BY OBJECT - 1 of 7 OP iie CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 fill 111 1990 VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUALrt General Government Mayor and CouncilI! Supplies $ 204 $ 881 $ (677) $ 205 Other services and charges 13,660 16,543 (2,883) 14,298 I! Maintenance - - - - Capital outlay 500 - 500 - 14,364 17,424 (3,060) 14,503 City Secretary 1! Personal services 67,212 65,489 1,723 59,042 Supplies 2,516 2,892 (376) 1,335 Other services and11 charges 16,692 19,748 (3,056) 15,347 Maintenance 2,203 1,555 648 465 Capital outlay 5,093 4.793 300 204 93,716 94,477 (761) 76,393 11 City Manager Personal services 114,081 89,750 24,331 105,22011 Supplies 3,350 3,323 27 1,380 Other services and charges 14,117 10,251 3,866 14,130II Maintenance 400 315 85 384 131,948 103,639 28,309 121,114 Finance II Personal services 171,692 173,217 (1, 525) 156,994 Supplies 4,992 3,245 1,747 4,014 Other services andII charges 16,971 15,433 1,538 21,373 Maintenance 300 404 (104) 766 Capital outlay 2,400 2,400 - 559II 196,355 194,699 1,656 183,706 II II -78- III IR GENERAL FUND EXHIBIT A-4 111 STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL - BY OBJECT - 2 of 7 CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 1990 VARIANCE- 41 FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL 4! General Government (continued) Data Processing Personal services $ 27,709 $ 29,461 $ (1,752) $ 21,389 11 Supplies 16,305 15,720 585 8,502 Other services and charges 10,150 6,332 3,818 2,768 !I Maintenance 32,485 26,434 6,051 21,783 Capital outlay 50.377 36.984 13.393 34,469 137,026 114,931 22,095 88,911 11 Municipal Courts Personal services 72,490 66,739 5,751 63,366 Supplies 3,600 3,586 14 3,817 11 Other services and charges 2,975 2,179 796 1,841 Maintenance 375 163 212 150 79,440 72,667 6,773 69,147 11 Administration Supplies 1,600 625 975 584 Other services and charges 763.223 659.588 103.635 612,836 764,823 660,213 104.610 613,420 Total General Government 1,417,672 1,258,050 159,622 1,167,194 Public Safety Police Service Personal services 1,229,851 1,232,938 (3,087) 1,196,475 II Supplies 52,077 62,558 (10,481) 60,335 Other services and charges 63,272 38,795 24,477 45,550 II Maintenance 65,624 64,995 629 66,620 Capital outlay 70,313 72.168 (1.855) 74,055 1,481,137 1,471,454 9,683 1,443,035 I 11 -79- r r GENERAL FUND EXHIBIT A-4 STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL - BY OBJECT - 3 of 7 MP CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 ■ 1990 it- VARIANCE- FAVORABLE 1989 SP BUDGET ACTUAL (UNFAVORABLE) ACTUAL Public Safety (continued) 01 Communications Personal services 173,793 169,155 4,638 154,680 Supplies 1,627 2,122 (495) 2,711 1. Other services and charges 791 1,008 (217) 916 Maintenance 2,700 2,040 660 799 ■ Capital outlay - - - 2.413 178,911 174,325 4,586 161,519 Emergency Management Personal services 2,585 2,665 (80) 12,646 Supplies 2,625 1,697 928 1,511 Other services and charges 1,800 1,691 109 749 Maintenance 1,563 3,394 (1,831) 10,559 Capital outlay 24.050 22,909 1.141 2.400 PP 32,623 32,356 267 27,865 Animal Control Personal services 41,880 41,830 50 40,532 !! Supplies 9,276 8,153 1,123 4,990 Other services and charges 2,420 1,077 1,343 5,161 Maintenance 2,675 1,437 1,238 1,328 II Capital outlay 5.800 6.539 (739) 65.843 62,051 59,036 3,015 117,854 11 Fire/EMS Personal services 100, 357 95,853 4,504 63,757 Supplies 57,150 8,515 48,635 - Other services and 11 charges 45,850 186,165 (140,315) 168,483 Maintenance 58,600 - 58,60011 - Capital outlay 95,903 69,047 26.856 - 357,860 359,580 (1,720) 232,240 II II -80- II IIGENERAL FUND EXHIBIT A-4 1 STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL - BY OBJECT - 4 of 7 CITY OF FRIENDSWOOD, TEXAS IYear ended September 30, 1990 1 1990 VARIANCE- , FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL IIPublic Safety (continued) Fire Marshal\ Personal services 42,724 43,791 (1,067) 43,522 1 Supplies 5,138 5,146 (8) 3,813 Other services and charges 5,176 4,754 422 4,929 II Maintenance 4,850 2,595 2,255 2,194 Capital outlay 200 200 1,095 58,088 56,286 1.802 55,553 ' Total Public Safety 2,170,670 2,153,037 17,633 2,038,066 Public Works Administration II Personal services 95,272 98,620 (3,348) 92,500 Supplies 2,755 2 ,509 246 2,534 Other services and 1 charges Maintenance910 479 431 369 1,095 840 255 1,213 Capital outlay - - - 559 11 100,032 102 ,448 (2,416) 97,175 Streets Personal services 179,386 181,023 (1,637) 176,648 II Supplies 61,435 48,427 13,008 46,923 Other services and charges 118,518 122,048 (3,530) 111,181 II Maintenance 54,333 51,139 3,194 52,411 Capital outlay --7,350 7.350 4,635 421,022 402,637 18,385 391,798 IDrainage Personal services 80,901 80,578 323 79,276 Supplies 900 440 460 - II Maintenance 18,108 17,967 141 8,213 99,909 98,985 924 87,489 II Sanitation Other charges and services 565,110 592,819 (27,709) 531,961 Total Public Works 1,186,073 1,196,889 (10,816) 1,108,423 l[ -81- 11 GENERAL FUND EXHIBIT A-4 II STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL - BY OBJECT - 5 of 7 11 CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 II 1990 1 VARIANCE- FAVORABLE 1989 I BUDGET ACTUAL (UNFAVORABLE) ACTUAL Community DevelopmentII Administration Personal services 58,225 55,730 2,495 45,385 Supplies 325 354 (29) 312 Other services and charges 1,139 525 614 1,026 59,689 56,609 3,080 46,723 II Planning & Zoning Personal services 47,295 47,282 13 43,434 Supplies 1,010 1,037 (27) 522 II Other services and charges 3,490 500 2,990 335 Maintenance 300 315 (15) 345 II Capital outlay 200 - 200 - 52,295 49,134 3,161 44,636 Engineering 1 Personal services 48,148 42,830 5,318 45,516 Supplies 2,500 1,563 937 2,161 Other services and charges 48,848 36,179 12,669 10,849 Maintenance 1,050 917 133 378 Capital outlay 5,250 4.995 255 15,241 105,796 86,484 19,312 74,145 II Inspection Personal services 77 ,686 75,346 2,340 78,595II Supplies 3,650 3,528 122 2,259 Other services and charges 3,250 2,418 832 2,672 II Maintenance 1,700 1.699 1 1,090 86,286 82,991 3.295 84,616 Total Community Development 304,066 275,218 28,848 250,120 1 II II -82- 1 IIGENERAL FUND EXHIBIT A-4 1 STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL - BY OBJECT - 6 of 7 CITY OF FRIENDSWOOD, TEXAS 1 Year ended September 30, 1990 1 1990 VARIANCE- ' BUDGET FAVORABLE 1989 ACTUAL (UNFAVORABLE) ACTUAL 1 Community Services Library Personal services 201,846 198,620 3,226 194,035 1 Supplies 47,070 51,984 (4,914) 32,377 Other charges and services 15,979 16,007 (28) 14,026 I Maintenance 937 728 209 1,183 Capital outlay 76,576 76,446 130 6,633 342,408 343,785 (1,377) 248,254 1 Parks and Recreation Personal services 106,605 109,948 (3,343) 102,047 Supplies 22,125 21,559 566 15,646 1 Other charges and services 45,304 47,878 (2,574) 37,882 Maintenance 27,683 20,277 7,406 21,904 1 Capital outlay 53,448 33,760 19.688 10,518 255,165 233,422 21,743 187,997 Community Activities IIPersonal services 27,804 22,933 4,871 16,265 Supplies 12,078 12,142 (64) 9,510 Other charges and 11 services 28,025 28,711 (686) 23,782 Maintenance 3,430 3,655 (225) 3,940 Capital outlay 6,749 3,905 2.844 1,056 II78,086 71,346 6,740 54,553 Swimming Pool Personal services 40,000 40,423 (423) 30,975 II Supplies 8,590 7,588 1,002 6,710 Other charges and services 8,585 5,738 2,847 5,644 II Maintenance 3,375 4,040 (665) 3,029 Capital outlay 3,400 3,246 154 2,090 63,950 61,035 2,915 48,448 It It -83- 3 GENERAL FUND EXHIBIT A-4 II STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL - BY OBJECT - 7 of 7 II CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 II 1990 I VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL II Community Services (continued) I Building Operations Personal services 22,919 24,741 (1,822) 22,860 Supplies 22,992 11,809 11,183 12,585 II Other charges and services 134,362 129,116 5,246 118,639 Maintenance 18,403 19,922 (1,519) 16,503 II Capital outlay 13.550 11.672 1.878 5.684 212,226 197,260 14,966 176,271 Health ServicesII Other charges and services 38,000 38,000 - 46.600 Total Community Services 989,835 944,848 44,987 762,123 II TOTAL EXPENDITURES $6,068,316 $5,828,042 $240,274 $5,325,926 II I I I I I II -84- 1 I I SPECIAL REVENUE FUNDS ' These funds are used to account for the proceeds of specific revenue sources that are legally restricted to financing specified purposes. The following describes the various types of Special Revenue Funds used by the City: Parks and Recreation Reserve Fund 11 This fund receives donations that are restricted for the use of the parks and recreation programs of the City. 1 Mowing Liens Fund ' This fund records revenues and expenditures in connection with the filing of liens on property where the owner has failed to comply with the mowing ordinance. Fine Arts Council Fund This fund accounts for the City's support of the Friendswood Fine Arts Council and its programs for the citizens of the City. 11 Fire/EMS Donation Fund This fund receives donations that are restricted for Fire/EMS capital outlays. 1 11 I I -85- 11 SPECIAL REVENUE FUNDS EXHIBIT B-1 COMBINING BALANCE SHEET 11 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 PARKS AND FIRE/EMS TOTAL RECREATION MOWING DONATIONS 1990 1989 ASSETS 1 Cash - including restricted cash $2,052 $ 8,303 $32,332 $42,687 $14,622 Accounts receivables Liens - 22.221 - 22.221 23,515 ' TOTAL ASSETS $2,052 $30,524 $32,332 $64,908 $38,137 LIABILITIES AND FUND BALANCES LIABILITIES 1 Accounts payable $ 190 $ 190 $ 40 Deferred revenue liens receivable 22.221 22. 221 23,515 TOTAL LIABILITIES 22,411 22,411 23,555 FUND BALANCES Reserved for encumbrances $ - - 9,000 9,000 - Reserved for parks 2,052 - - 2,052 7,602 Reserved for programs - - - - 1,287 Unreserved - 8.113 23,332 31,445 5.693 TOTAL FUND BALANCES 2.052 8.113 32.332 42,497 14.582 TOTAL LIABILITIES AND FUND BALANCES $2,052 $30,524 $32,332 $64,908 $38,137 -86- II IISPECIAL REVENUE FUNDS EXHIBIT B-2 1 COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES CITY OF FRIENDSWOOD, TEXAS II Year ended September 30, 1990 1 PARKS AND FINE ARTS FIRE/EMS TOTAL 1 RECREATION MOWING COUNCIL DONATIONS 1990 1989 REVENUES Interest $ 407 $1,392 $ 1,187 $ 2,986 $ 1,478 1 Other - 7.533 51.793 59.326 7.268 TOTAL REVENUES 407 8,925 52,980 62,312 8,746 1 EXPENDITURES Public safety - - 20,648 20,648 II Community development - 6,505 6,505 7,630 Community services 4.200 4.200 6.410 TOTAL EXPENDITURES 4,200 6,505 20,648 31,353 14,040 IIREVENUES UNDER EXPENDITURES (3,793) 2,420 32,332 30,959 (5,294) 1 OTHER FINANCING SOURCES (USES) I Operating transfers in - - - 3,674 Operating transfers out (1.984) - (1,060) (3.044) - IITOTAL OTHER FINANCING SOURCES I! (USES) (1.984) - (1,060) (3.044) 3.674 REVENUES AND OTHER I! SOURCES OVER (UNDER) EXPENDITURES AND OTHER USES (5,777) 2,420 (1,060) 32,332 27,915 (1,620) Fund balances at beginning of year 7,829 5.693 1.060 - 14.582 16.202 !! FUND BALANCES AT END OF YEAR $2,052 $8,113 $ -0- $32,332 $42,497 $14,582 1 It -87- I SPECIAL REVENUE FUND (PARKS AND RECREATION) EXHIBIT B-3 COMPARATIVE BALANCE SHEETS 11 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 and 198911 1990 1989 ASSETS Cash - restricted - including certificate of deposit $2.052, $7,829 TOTAL ASSETS $2,052 $7,829 FUND BALANCES Reserved for park expenditures $2,052 $7,602 Reserved for programs - 227 TOTAL FUND BALANCES $2,052 $7,829 11 I I IP IR lik 11 !I -88- II II SPECIAL REVENUE FUND (PARKS AND RECREATION) EXHIBIT B-4 1 STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL 1 CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 1 1990 1 VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL IREVENUES- Interest income $ 480 $ 407 $ (73) $ 672 1 Other revenue - donations 1,771 TOTAL REVENUES 480 407 (73) 2,443 IEXPENDITURES 1 Community services Parks and recreation 4,200 4,200 - 3.410 REVENUES UNDER EXPENDITURES (3,720) (3,793) (73) (967) IOTHER FINANCING USES I Operating transfers out (1,984) (1,984) - - REVENUES UNDER EXPENDITURES IIAND OTHER USES $(5,704) (5,777) $ (73) (967) Fund balances at beginning 1 of year 7,829 8,796 FUND BALANCES AT 11 END OF YEAR $2,052 $7,829 II II II II -89- 3 SPECIAL REVENUE FUND (MOWING) EXHIBIT B-5 COMPARATIVE BALANCE SHEETS CITY OF FRIENDSWOOD, TEXAS September 30, 1990 and 1989 1990 1989 11 ASSETS Cash - including restricted cash $ 8,303 $ 5,733 Accounts receivable - liens 22.221 23.515 TOTAL ASSETS $30,524 $29,248 LIABILITIES AND FUND BALANCES s�^T LIABILITIES Accounts payable $ 190 $ 40 Deferred liens receivable 22.221 23.515 TOTAL LIABILITIES 22,411 23,555 FUND BALANCES Unreserved 8.113 5.693 TOTAL LIABILITIES AND FUND BALANCES $30,524 $29,248 11 1 I I -90- 1 11 SPECIAL REVENUE FUND (MOWING) EXHIBIT B-6 STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 1 1990 VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL REVENUES Interest $ 532 $ 1,392 $ 860 $ 741 Other revenue 3.100 7.533 4.433 5.497 TOTAL REVENUES 3,632 8,925 5,293 6,238 EXPENDITURES Community Development Inspections 7.655 6.505 1.150 7.630 REVENUES OVER ' (UNDER) EXPENDITURES $(4,023) 2,420 $6,443 (1,392) Fund balance at beginning of year 5.693 7.085 FUND BALANCE AT END OF YEAR $ 8,113 $ 5,693 11 ' 1 I 11 -91- I SPECIAL REVENUE FUND (FINE ARTS COUNCIL) EXHIBIT B-7 COMPARATIVE BALANCE SHEETS 11 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 and 1989 I 1990 1989 I ASSETS Cash - restricted $ -0- $1,060 FUND BALANCES Reserved for programs $ -0- $1,060 I I I I I I I I -92- 1 SPECIAL REVENUE FUND (FINE ARTS COUNCIL) EXHIBIT B-8 STATEMENT OF REVENUES, EXPENDITURES AND CHANCES IN FUND BALANCE - BUDGET AND ACTUAL CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 I 1990 VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL ' REVENUES Interest $ -0- $ -0- $ -0- $ 65 11 EXPENDITURES 11 Community services -0- -0- -0- 3,000 REVENUES OVER (UNDER) EXPENDITURES (2,935) 11 OTHER FINANCING SOURCES Operating transfers in 3,674 Operating transfers out 1,060 1.060 - - REVENUES AND OTHER SOURCES OVER (UNDER) EXPENDITURES $(1,060) (1,060) $ -0- 739 11 Fund balance at g be innin g of year 1,060 321 11 FUND BALANCE AT END OF YEAR $ -0- $ 1,060 11 I It -93- 11 SPECIAL REVENUE FUND (FIRE/EMS DONATIONS) EXHIBIT B-10 COMPARATIVE BALANCE SHEET I CITY OF FRIENDSWOOD, TEXAS September 30, 1990 and 1989 1990 1989 ASSETS Cash - restricted $ 32,332 $ -0- FUND BALANCES 1 Reserve for encumbrances $ 9,000 $ -0- Unreserved 23.332 - $ 32,332 $ -0- 1 I 1 1 1 1 1 -94- 1 SPECIAL REVENUE FUND (FIRE/EMS DONATIONS) EXHIBIT B-11 11 STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 1990 VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL REVENUES Donations $43,000 $51,793 $ 8,793 $ - Interest - 1.187 1.187 - TOTAL REVENUE 43,000 52,980 9,980 - EXPENDITURES Public Safety ' Fire/EMS 29.648 20.648 9.000 - REVENUES AND OTHER SOURCES OVER (UNDER) EXPENDITURES $13,352 32,332 $18,980 - Fund balance at beginning of year -0- - FUND BALANCE AT END OF YEAR $32,332 $ - 1 I I 11 11 11 I -95- I 1 e 1 1 e 1 DEBT SERVICE FUND This fund is used to account for the accumulation of resources and for the payment of principal and interest on general long-term debt of the City. 1 I I I 11 11 I I -97- 3 DEBT SERVICE FUND EXHIBIT C-1 11 COMPARATIVE BALANCE SHEETS 11 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 and 1989 ' 1990 1989 ASSETS 11 Cash - including certificate of deposit $ 57,045 $280,793 Taxes receivable 100,221 96,513 ' Other accounts receivable 263 - TOTAL ASSETS $157,529 $377 ,306 11 LIABILITIES AND ND BALANCES 3 LIABILITIES Deferred revenue $100,221 $ 96,513 11 FUND BALANCES !I Unreserved, designated for debt service 57 .308 280,793 TOTAL LIABILITIES AND FUND BALANCES $157,529 $377,306 I I 11 I I I 11 -98- 11 IIDEBT SERVICE FUND EXHIBIT C-2 II STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL IICITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 11 1990 II VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL II REVENUES II Taxes $1,044,385 $1,050,144 $ 5,759 $1,218,610 Interest 30,000 30,968 968 42,017 TOTAL REVENUES 1,074,385 1,081,112 6,727 1,260,627 EXPENDITURES IIPrincipal retirement Tax and revenue bonds 670,000 670,000 - 655,000 Capital leases 16,245 16,245 - 32,029 11 Certificate of obligation 35,000 35,000 - - 721,245 721,245 - 687,029 II Interest and fiscal charges Tax bonds 556,550 556,550 - 594,663 Certificates of obligation 15,284 15,284 - 11,649 Capital leases 3,336 3,338 (2) 4,104 Pearland contract 7,000 6,354 646 7,259 Paying agent fees 3,200 1,826 1,374 1,024 585,370 583,352 2,018 618,699 TOTAL EXPENDITURES 1,306,615 1,304,597 2,018 1,305,728 11 REVENUES (UNDER) EXPENDITURES $ (232,230) (223,485) $ 8,745 (45,101) IIFund balances at beginning of year 280,793 325,894 II FUND BALANCES AT END OF YEAR $ 57,308 $ 280,793 -99- I I 1 i 1 CAPITAL PROJECTS FUND This fund is used to account for financial resources to be used for the acquisition and construction of major capital facilities. 1 1 I r 1 I r I -101- I CAPITAL PROJECTS FUND EXHIBIT D-1 COMPARATIVE BALANCE SHEETS I CITY OF FRIENDSWOOD, TEXAS September 30, 1990 and 1989 ' 1990 1989 ASSETS Cash - including certificates of deposit $626,437 $355,050 Restricted cash - including certificates of I deposit - 42.578 TOTAL ASSETS $626,437 $397,628 1 LIABILITIES AND FUND BALANCES LIABILITIES Accounts payable $ 40,232 $ 70,318 1 TOTAL LIABILITIES 40,232 70,318 FUND BALANCES Reserved for encumbrances 231,550 230,991 Designated for construction 354.655 96.319 TOTAL FUND BALANCES 586,205 327,310 TOTAL LIABILITIES AND FUND BALANCES $626,437 $397,628 1 1 1 1 1 -102- 1 IICAPITAL PROJECTS FUND EXHIBIT D-2 1 STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL I CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 I 1990 I VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL II REVENUES Interest $ 16,435 $ 43,121 $ 26,686 $ 31,687 1 Other 146 171 25 165 TOTAL REVENUES 16,581 43,292 26,711 31,852 1 EXPENDITURES - CAPITAL OUTLAYS Public Works 1 Streets 374,097 10,540 363,557 590,600 Drainage 176.989 3.400 173.589 - 551,086 13,940 537,146 590,600 II Public Facilities City Hall 79,915 57.646 22.269 78,568 79,915 57.646 22.269 78,568 ITOTAL EXPENDITURES - CAPITAL OUTLAYS 631,001 71.586 559,415 669,168 II REVENUES UNDER EXPENDITURES (614,420) (28,294) 586,126 (637,316) 1 OTHER FINANCING SOURCES (USES)Operating transfers in 287,189 287,189 - 545,000 Certificates of obligation IIproceeds - - - 200,000 REVENUES AND OTHER SOURCES UNDER EXPENDITURES $(327,231) 258,895 $586,126 107,684 II Fund balances at beginning 11 of year 327.310 219.626 FUND BALANCES AT 11 END OF YEAR $586,205 $ 327,310 II -103- I 1 1 1 1 I ' ENTERPRISE FUND The Enterprise Fund is established to account for operations which are intended to be self-supporting through user charges. The City of Friendswood operates the water and sewer system on this basis. I I 1 I I I I I -105- 3 ENTERPRISE FUND (WATER AND SEWER) COMPARATIVE BALANCE SHEETS CITY OF FRIENDSWOOD, TEXAS September 30, 1990 and 1989 1 1990 1989 ASSETS CURRENT ASSETS Cash - including certificates of deposit $ 1,812,353 $ 508, 351 Accounts receivable - less allowance for uncollectibles 416,668 320, 580 Accrued interest 25,683 30,826 Due from other funds - 637 Prepaid expenses 5.896 1,332 TOTAL CURRENT ASSETS 2,260,600 861,726 RESTRICTED ASSETS Cash - including certificates of deposit 546,518 1,346,189 Blackhawk operating fund equity 109.279 109,279 TOTAL RESTRICTED ASSETS 655,797 1,455,468 PROPERTY, PLANT AND EQUIPMENT - at cost Land 218,462 165,099 Buildings, improvements and equipment 25,976,153 22,901,600 Construction in progress 160.079 4,126,462 26,354,694 27,193,161 Less allowance for depreciation 5.199.085 5.031,878 1 TOTAL PROPERTY, PLANT AND EQUIPMENT 21,155,609 22,161,283 OTHER ASSETS 1 Unamortized certificate of obligation costs 31,948 34,230 1 I TOTAL ASSETS $24,103,954 $24, 512, 707 -106- 1 II EXHIBIT E-1 I 1 II1990 1989 I LIABILITIES AND FUND EQUITY LIABILITIES II Current liabilities (payable from current assets) Accounts payable $ 90,860 $ 155, 563 Compensated absences 41,248 38,624 I Accrued expenses 12,917 21,723 Contracts payable 26,351 32,439 171,376 248,349 II Current liabilities (payable from restricted assets) Accrued interest 30,247 30,909 II Current portion of long-term debt 220,000 130,000 Deposits 48,320 50,865 Impact fee refunds payable 227,484 526,051 211,774 1 Long-term liabilities Certificates of obligation 4,200,000 4,200,000 1 Revenue bonds 865,000 995,000 5,065,000 5,195,000 Less current portion 220,000 130,000 4,845,000 5.065,000 IITOTAL LIABILITIES 5,542,427 5,525,123 FUND EQUITY 1 Contributed capital Municipality 13,301,153 14,766,844 Developers/customers 305.508`i 193,034 ' 13,606,661 14,959,878 Retained earnings Reserved for revenue bond retirement 208,320 292,087 Reserved for construction 932,079 1,412,887 IUnreserved 3,814,467 2,322,732 TOTAL RETAINED EARNINGS 4.954,866 4,027,706 1 TOTAL FUND EQUITY 18,561.527 18,987,584 IITOTAL LIABILITIES AND FUND EQUITY $24,103,954 $24,512,707 1 -107- 11 ENTERPRISE FUND (WATER AND SEWER FUND) EXHIBIT E-2 STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - BUDGET AND ACTUALII CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 II 1 1990 VARIANCE- FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL Operating revenues Water charges $2,204,992 $2,409,020, $ 204,028 $1,989,018 II Sewer charges 980,000 1,015,005 35,005 992,283 Water tap fees - - - 12,025 Fees and penalties 15,500 34,258 18,758 7,150 II Other - 14,489 14,489 34,416 3,200,492 3,472,772 272,280 3,034,892 II Operating expenses before depreciation - See Exhibit E-3 2,052,832 1,597,064 455,768 1.443,986 II OPERATING INCOME BEFORE DEPRECIATION 1,147,660 1,875,708 728,048 1,590,906 II Depreciation expense 550,720 550.720 - 604,726 OPERATING INCOME 596,940 1,324,988 728,048 986,180 1 Non-operating income (expense) Interest on investments 50,231 164,388 114,157 171,835 Interest expense (498,437) (56,275) 442,162 (61,900) II Loss on disposal of fixed assets (174,667) (157,192) 17,475 - 1 (622,873) (49,079) 573,794 109,935 INCOME BEFORE OPERATING TRANSFERS (25,933) 1,275,909 1,301,842 1,096,115 1 Operating transfers out (348,749) (348.749) - (727,535) NET INCOME (LOSS) $ (374,682) 927,160 $1,301,842 368,580 II Retained earnings at 1 beginning of year 4,027.706 3,659,126 RETAINED EARNINGS ATII END OF YEAR $4,954,866 $4,027,706 1 -108- I IIENTERPRISE FUND (WATER AND SEWER FUND) EXHIBIT E-3 ISTATEMENT OF OPERATING EXPENSES - BUDGET AND ACTUAL CITY OF FRIENDSWOOD, TEXAS IYear ended September 30, 1990 I 1990 VARIANCE- I FAVORABLE 1989 BUDGET ACTUAL (UNFAVORABLE) ACTUAL I Water Personal services $ 182,672 $ 203,744 $(21,072) $ 172,601 Supplies 45,307 58,192 (12,885) 54,085 Other services and charges 565,823 169,651 396,172 149,943 I Maintenance 73.158 89,525 (16.367) 50,901 866,960 521,112 345,848 427,530 Sewer I Personal services Supplies 99,549 80,071 19,478 7,089 96,039 15,835 8,746 11,266 Other services and charges 639,430 594,830 44,600 522,527 Maintenance 87.917 82.767 5.150 88 ,659 I 842,731 766,414 76,317 718,491 Operation Administration I Personal services 60,601 52,720 7,881 56,057 Supplies 1,471 3,343 (1,872) 631 Other services and charges 1,400 862 538 1,163 I Maintenance - 412 (412) 75 63,472 57,337 6,135 57,926 Finance Administration I (Utility billing) Personal services 121,987 116,296 5,691 113,436 Supplies 6,850 6,966 (116) 6,203 I Other services and charges 114,505 91,823 22,682 107,528 Maintenance 2.153 2,942 (789) 1,623 245,495 218,027 27,468 228,790 IEmergency Management Personal services - - - 2,878 Maintenance - - - 8,371 I - - - 11,249 Engineering I poraR a' se-p ( 2,992 2,992 - -- Impact fee study 31,182 31.182 / 34,174 34,174 - - L.I Operating expenses before depreciation $2,052,832 $1,597,064 $455,768 $1,443,986 I -109- 1 11 ENTERPRISE FUND (WATER AND SEWER FUND) EXHIBIT E-4 SCHEDULE OF REVENUE BONDS PAYABLE CITY OF FRIENDSWOOD, TEXAS September 30, 1990 DATE OF OUTSTANDING INTEREST DATE OF AMOUNT OF FINAL AT SEPT. 30, DESCRIPTION RATE ISSUE ISSUE MATURITY 1990 Waterworks and Sanitary Sewer System Revenue Bonds, Series 1969 6.125% 5-1-69 $360,000 3-1-99 8360.000 360,000 Waterworks and Sanitary Sewer System Junior Lien Revenue Bonds, Series 1979 5.50 6-1-79 50,000 3-1-91 50,000 5.50 6-1-79 50,000 3-1-92 50,000 5.50 6-1-79 100,000 3-1-93 100,000 5.50 6-1-79 100,000 3-1-94 100,000 5.50 6-1-79 100,000 3-1-95 100,000 5.50 6-1-79 5,000 3-1-96 5,000 6.50 6-1-79 50,000 3-1-91 50,000 6.50 6-1-79 50,000 3-1-92 50.000 $505,000 1 TOTAL REVENUE BONDS PAYABLE $865,000 I I I I I I! -111- 11 ENTERPRISE FUND (WATER AND SEWER FUND) II REVENUE BONDS PAYABLE - BY MATURITY DATE II CITY OF FRIENDSWOOD, TEXAS September 30, 1990II 11 II YEAR ENDING TOTAL SEPT. 30 PRINCIPAL INTEREST TOTAL 1991 $ 130,000 $ 46,906 $ 176,906 II 1992 135,000 38,916 173,916 1993 135,000 31,022 166,022 1994 135,000 23,378 158,378 II 1995 140,000 15,581 155,581 1996 45,000 10,244 55,244 1997 45,000 7,503 52,503II 1998 50,000 4,594 54,594 1999 50.000 1,531 51.531 $ 865,000 $179,675 $1,044,675 II I I I I I I 3 -112- 1 EXHIBIT E-5 1 REVENUE BONDS WATERWORKS AND WATERWORKS AND SANITARY SEWER SYSTEM SANITARY SEWER SYSTEM REVENUE BONDS JUNIOR LIEN REVENUE BONDS SERIES 1969 SERIES 1979 PRINCIPAL INTEREST PRINCIPAL INTEREST $ 30,000 $ 21,131 $100,000 $ 25,775 35,000 19,141 100,000 19,775 35,000 16,997 100,000 14,025 35,000 14,853 100,000 8,525 40,000 12,556 100,000 3,025 40,000 10,106 5,000 138 45,000 7,503 50,000 4,594 ' 50.000 1.531 $360,000 $108,412 $505,000 $ 71,263 11 I I I I I I r -113- il ENTERPRISE FUND (WATER AND SEWER FUND) EXHIBIT E-6 CERTIFICATE OF OBLIGATION - BY MATURITY DATE II CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 YEAR ENDING TOTAL II SEPT. 30 PRINCIPAL INTEREST TOTAL 1991 $ 90,000 $ 308,368 $ 398,368 1 1992 100,000 300,412 400,412 1993 115,000 291,409 406,409 1994 130,000 281,150 411,150II 1995 145,000 269,634 414,634 1996 260,000 252,675 512,675 1997 285,000 230,173 515,173 II 1998 305,000 208,037 513,037 1999 335,000 185,790 520,790 2000 415,000 159,332 574,332 2001 450,000 128,512 578,512II 2002 485,000 94,843 579,843 2003 525,000 58,231 583,231 2004 560,000 19,600 579,600 1 $4,200,000 $2,788,166 $6,988,166 __� ---_-_ _= 1 I 1 1 1 1 1 1 1 -114- 1 I I 1 1 I I I 1 TRUST FUND This fund has been established by the City to account for 1776 Park assets held by the City in a trustee capacity or as an agent for individuals or other funds. I I I I 11 11 11 11 -115- TRUST FUND (NON-EXPENDABLE TRUST) EXHIBIT F-1 !I COMPARATIVE BALANCE SHEETS CITY OF FRIENDSWOOD, TEXAS September 30, 1990 and 1989 1990 1989 11 ASSETS Restricted assets Cash $24,833 $22,817 Land 57.200 57.200 TOTAL ASSETS $82,033 $80,017 FUND BALANCES Reserved for endowments $67,200 $67,200 Unreserved/undesignated 14.833 12.817 TOTAL FUND BALANCES $82,033 $80,017 11 1 1 1 1 1 1 -116- ' TRUST FUND (NON-EXPENDABLE TRUST) EXHIBIT F-2 ' COMPARATIVE STATEMENTS OF REVENUES, EXPENSES AND CHANGES IN FUND BALANCES ' CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 and 1989 11 1990 1989 ' REVENUES Interest $ 2,016 $ 1, 549 LFund balances at beginning of year 80.017 78 ,468 ' FUND BALANCES AT END OF YEAR $82,033 $80,017 1 I I I I 1r -117- 1 1 1 1 I I 1 1 GENERAL FIXED ASSETS ACCOUNT GROUP This account group is established to account for the fixed assets owned by the City exclusive of those relating to the Enterprise Fund or Fiduciary Fund. Expenditure transactions to acquire general fixed assets occur in the General Fund, Special Revenue Funds and Capital Projects Fund. 11 11 1 I e e -119- "Al GENERAL FIXED ASSETS EXHIBIT G-1 11 COMPARATIVE SCHEDULES OF GENERAL FIXED ASSETS - BY SOURCE CITY OF FRIENDSWOOD, TEXAS September 30, 1990 and 1989 1990 1989 General fixed assets Land $ 1,408,057 $ 1,408,068 Buildings 2,344,484 2,035,927 Improvements 11,336,893 9,676,762 Equipment 2,253,064 2,467,694 Construction in progress 49,373 19,042 TOTAL GENERAL FIXED ASSETS $17,391,871 $15,607,493 Investment in General Fixed Assets from Capital Projects Funds General obligation bonds $ 4,572,653 $ 4,572,653 Time warrants and certificates of obligation 291,112 244,500 Federal and state grants 3,035,223 1,196,016 Municipality 8,600,174 8,789,783 11 Donations 892,709 804,541 TOTAL INVESTMENT IN GENERAL FIXED ASSETS $17,391,871 $15,607,493 I I 11 11 I I -120- Ai 406 GENERAL FIXED ASSETS EXHIBIT G-2 SCHEDULE OF GENERAL FIXED ASSETS - BY FUNCTION AND ACTIVITY Alitt CITY OF FRIENDSWOOD, TEXAS 11 September 30, 1990 11 CONSTRUCTION FUNCTION AND IN ACTIVITY LAND BUILDINGS IMPROVEMENTS EQUIPMENT PROGRESS TOTAL General Government Inspections $ 24,202 $ 24,202 City Hall $ 453.389 $ 586,335 $ 17,031 320.031 1,376,786 453,389 586,335 17,031 344,233 1,400,988 Public Safety Police 90,265 13,127 554,555 657,947 II Fire 18,000 267,322 676,478 961,800 Animal Control 65,968 27,086 93,054 Emergency II Management 36.736 36.736 18,000 423,555 13,127 1,294,855 1,749,537 Public Works II Street and drainage 101,991 162,780 10,647,864 161,030 11,073,665 Sanitation 3.500 254,997 30.514 289,011 11 105,491 162,780 10,902,861 191,544 11,362,676 Community Services Library 28,838 375,199 12,383 180,141 596,561 Parks and recreation 802,339 116,219 389,368 225,199 1,533,125 Swimming pool 680.396 2,123 17,092 699,611 11 831,177 1,171,814 403,874 422,432 2,829,297 Construction in IIprogress $49,373 49,373 $1,408,057 $2,344,484 $11,336,893 $2,253,064 $49,373 $17,391,871 II 11 I .11 -121- .w OP GENERAL FIXED ASSETS EXHIBIT G-3 SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS - OP BY FUNCTION AND ACTIVITY 0 CITY OF FRIENDSWOOD, TEXAS OP Year ended September 30, 1990 iig 1111 4. RETIREMENTS BALANCE AT AND BALANCE AT SEPT, 30, 1989 ADDITIONS RECLASSIFICATIONS SEPT. 30, 1990 General Government Inspections $ 16,289 $ 7,913 $ 24,2021! City Hall 1,420,065 54,885 $ 98,164 1.376.786 1,436,354 62,798 98,164 1,400,988 IP Public Safety 16 Police 663,351 80,206 85,610 657,947 Fire 952,565 93,524 84,289 961,800 Animal control 85,101 7,953 93,054 !! Emergency management 13,826 22.910 36.736 1,714,843 204,593 169,899 1,749,537 Public Works Street and drainage 9,443,095 1,808,735 178,165 11,073,665 11 Sanitation 309.026 - 20.015 289.011 9,752,121 1,808,735 198,180 11,362,676 Community services II Library 545,003 51,558 596,561 Parks and recreation 1,460,757 72,368 1,533,125 11 Swimming pool 679.373 20.238 699.611 2,685,133 144,164 2,829,297 11 Construction in progress 19.042 110.827 80,496 49.373 TOTAL $15,607,493 $2,331,117 $ 546,739 $17,391,871 II II 11 11 -122 110 - 11 11 1! 11 11 11 11 GENERAL LONG-TERM DEBT ACCOUNT GROUP 11 The purpose of this account group is to account for general obligation indebtedness to be retired primarily from future assessment of property taxes. 1 I I I I I -123- OP GENERAL LONG-TERM DEBT STATEMENT OF CHANGES IN GENERAL LONG-TERM DEBT CITY OF FRIENDSWOOD, TEXAS Year ended September 30, 1990 OP OP BALANCE AT OCT. 1, 00 1989 Amount available in Debt Service Fund $ 280,793 ;p, Amount to be provided for retirement of long-term debt 8,699,4221 TOTAL AVAILABLE AND TO BE PROVIDED $8,980,215 Classification of debt Lease obligation $ 29,437 Certificates of obligation 200,000 6: General obligation bonds 8,750,778 TOTAL GENERAL LONG-TERM DEBT $8,980,21511 11 11 1 1 -124- 1 EXHIBIT H-1 I 1 DEBT SERVICE BALANCE AT 1 OBLIGATIONS FUND SEPT. 30, RETIRED OPERATIONS 1990 ' $ - $(223,485) $ 57,308 ' 721.245 223.485 8.201.662 $721,245 $ -0- a $8,258,970 $ 16,245 $ 13,192 35,000 165,000 670.000 8.080.778 $721,245 $8,258,970 I 1 1 1 I I -125- I IGENERAL LONG-TERM DEBT EXHIBIT H-2 ISCHEDULE OF GENERAL LONG-TERM DEBT CITY OF FRIENDSWOOD, TEXAS IISeptember 30, 1990 II DATE OF OUTSTANDING INTEREST DATE OF AMOUNT OF FINAL AT SEPT. 30, IDESCRIPTION RATE ISSUE ISSUE MATURITY 1990 Certificate of Obligation 8.375 12-01-88 $ 35,000 03-01-91 $ 35,000 II8.375 12-01-88 40,000 03-01-92 40,000 8.375 12-01-88 45,000 03-01-93 45,000 8.375 12-01-88 45,000 03-01-94 45,000 IITOTAL CERTIFICATES OF OBLIGATION PAYABLE 165,000 I Refunding bonds Series 1986 6.25 08-15-86 715,000 03-01-91 715,000 6.50 08-15-86 790,000 03-01-92 790,000 6.75 08-15-86 835,000 03-01-92 3 835,000 II7.00 08-15-86 890,000 03-01-94 890,000 7.10 08-15-86 855,000 03-01-95 855,000 7.20 08-15-86 935,000 03-01-96 935,000 7.30 08-15-86 990,000 03-01-97 990,000 7.40 08-15-86 795,000 03-01-98 795,000 7.50 08-15-86 835,000 03-01-99 835,000 r 7.75 08-18-86 310,834 03-01-00 310,834 7.80 08-18-86 55,898 03-01-01 55,898 7.85 08-18-86 27,209 03-01-02 27,209 7.90 08-18-86 24,993 03-01-03 24,993 r 7.90 08-18-86 21,844 03-01-04 21,844 TOTAL BONDS PAYABLE 8,080,778 ICapital Leases Radios 10.75 09-15-85 24,000 12-15-90 1,529 IBM computer - police 9.50 01-01-87 40,569 01-01-91 11,663 I TOTAL CAPITAL LEASES 13 192 I , ITOTAL GENERAL LONG-TERM DEBT $8,258,970 I I I -127- :I GENERAL LONG-TERM DEBT 11 GENERAL LONG-TERM DEBT - BY MATURITY DATE - 1 of 2 1 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 I YEAR ENDING TOTAL II SEPT. 30 PRINCIPAL INTEREST TOTAL 1991 $ 763,192 $ 527,453 $ 1,290,645 1 1992 830,000 475,299 1,305,299 1993 880,000 417,884 1,297,884 1994 935,000 354,784 1,289,784 1995 855,000 291,398 1,146,398 II 1996 935,000 227,385 1,162,385 1997 990,000 157,590 1,147,590 1998 795,000 92,040 887,040 II 1999 835,000 31,313 866,313 2000 310,834 559,166 870,000 2001 55,898 114,102 170,000II 2002 27,209 62,791 90,000 2003 24,993 65,007 90,000 2004 21,844 63.156 85.000 1 TOTAL GENERAL LONG-TERM DEBT $8,258,970 $3,439,368 $11,698,338 II 1 1 1 1 1 1 -128- II IIEXHIBIT H-3 1 1 IIREFUNDING BONDS - SERIES 1986 1 CURRENT INTEREST BONDS COMPOUND INTEREST BONDS INTEREST INTEREST RATE PRINCIPAL INTEREST RATE PRINCIPAL INTEREST TOTAL II6.25% $ 715,000 $ 514,106 7.75% $440,778 $864,222 $ 1,229,106 6.50 790,000 466,087 1,256,087 II 6.75 835,000 412,231 1,247,231 7.00 890,000 352 ,900 1,242,900 7.10 855,000 291,398 1,146,398 II 7.20 935,000 227,385 1,162,385 7.30 990,000 157,590 1,147,590 7.40 795,000 92,040 887,040 7.50 835,000 31,313 866,313 II7.75% $310,834 $559,166 870,000 7.80 55,898 114,102 170,000 7.85 27,209 62,791 90,000 1 7.90 24,993 65,007 90,000 7.90 21.844 63.156 85.000 1 $7,640,000 $2,545,050 $440,778 $864,222 $11,490,050 II I II 1 I/ II 1 -129- 3 GENERAL LONG-TERM DEBT GENERAL LONG-TERM DEBT - BY MATURITY DATE - 2 of 2 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 CERTIFICATES OF OBLIGATION CAPITAL LEASES YEAR RADIOS I ENDING INTEREST INTEREST SEPT. 30 RATE PRINCIPAL INTEREST TOTAL RATE PRINCIPAL INTEREST 1991 8.375% $ 35,000 $12,353 $ 47,353 10.75% $ 1,529 $ 27 1992 8.375 40,000 9,212 49,212 1993 8.375 45,000 5,653 50,653 1994 8. 375 45,000 1,884 46,884 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 $165,000 $29,102 $194,102 $1,529 $ 27 1 1 1 1 1 1 1 -130- 1 EXHIBIT H-3 1 ' CAPITAL LEASES TOTAL CAPITAL LEASES ' IBM COMPUTER - POLICE NET PRESENTVALUE OF AMOUNT INTEREST MINIMUM REPRESENTING RATE PRINCIPAL INTEREST LEASE PAYMENTS INTEREST TOTAL ' 9.50% $11,663 $ 967 $13,192 $ 994 $14,186 1 $11,663 $ -967 $13,192 $ 994 $14,186 I 1 1 1 I I I -131- :I GENERAL LONG-TERM DEBT EXHIBIT H-4 :I COMPOUND BONDS - ACCRUED INTEREST SCHEDULE II CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 YEAR ENDING $310,834 $ 55,898 $27,209 $24,993 $21,844 II SEPT. 30 @ 7.75% 0 7.80% (d 7.85% @ 7.90% 0 7.90% 1987 $ 31, 384 $ 5,775 $ 2,876 $ 2,703 $ 2,398II 1988 26,523 4,811 2,362 2,188 1,915 1989 28,576 5,186 2,547 2,361 2,066 1990 30,793 5,590 2,747 2,547 2,230II 1991 33,178 6,026 2,963 2,748 2,406 1992 35,750 6,496 3,195 2,966 2,596 1993 38,520 7,003 3,446 3,200 2,801 11 1994 41,506 7 ,549 3,717 3,453 3,022 1995 44,723 8,138 4,008 3,725 3,261 1996 48,188 8,773 4,323 4,020 3,518 1997 51,923 9,457 4,662 4,337 3,797II 1998 55,948 10,195 5,028 4,680 4,096 1999 60,282 10,990 5,423 5,050 4,420 2000 31,872 11,847 5,849 5,449 4,769II 2001 6,266 6,297 5,879 5,146 2002 3, 348 6,344 5,553 2003 3,357 5,991 2004 3.171 II $559,166 $114,102 $62,791 $65,007 $63,156 I I I I 1 I I -132- I I I 1 I I I I I ISCHEDULES I I I I I I I I I 133 I COMBINED SCHEDULE OF INVESTMENTS - ALL FUNDS EXHIBIT I-1 1 CITY OF FRIENDSWOOD, TEXAS II September 30, 1990 I ACCOUNT INTEREST MATURITY DESCRIPTION NUMBERS RATE DATE AMOUNT II Certificates of Deposit Texas Commerce Bank, II Friendswood, Texas 5163 7.98 % 10-01-90 $ 200,000 5166 8.00 10-08-90 200,000 II 5173 7.99 10-15-90 250,000 5174 8.02 10-22-90 250,000 II 5175 8.04 10-29-90 200,000 5176 7.78 11-05-90 200,000 II 5177 7.78 11-12-90 200,000 II 5181 7.83 11-19-90 200,000 5182 7.83 11-26-90 200,000 II 5183 7.82 12-03-90 200,000 8041 7.66 12-10-90 200,000 II 8042 7.64 12-17-90 200,000 II 8335 7.68 01-22-91 200,000 8336 7.69 01-15-91 200,000 II 8337 7.55 12-26-90 200,000 8338 7.58 01-02-91 200,000 II 8339 7.65 01-08-91 200,000 11 8840 7.59 11-23-90 200,000 8839 7.60 01-24-91 200,000 1 TOTAL ALL FUNDS $3,900,000 1 -134- 1 IISCHEDULE OF DELINQUENT TAXES RECEIVABLE EXHIBIT I-2 1 CITY OF FRIENDSWOOD, TEXAS September 30, 1990 1 DELINQUENT TAXES RECEIVABLE I YEAR GENERAL DEBT SERVICE FUND FUND TOTAL I 1989 $ 85,221 56,046 $ 26,719 $111,940 1988 20,712 76,758 1987 27,256 9,172 36,428 1986 23,430 10,424 33,854 II 1985 21,784 7,984 29,768 1984 17,242 7,268 24,510 1983 25,187 10,950 36,137 1 1982 6,330 3,085 3,291 9,621 1981 1,425 4,510 1980 1,997 917 2,914 1 1979 1,557 1,133 439 1,996 1978 282 1,415 1977 448 189 637 1976 579 312 891 I 1975 337 128 465 1974 33 9 42 1 TOTAL DELINQUENT TAXES RECEIVABLE $271,665 $100,221 $371,886 1 1 1 I I 1 1 I -135- 1 e 1 I I I I 1 1 ' STATISTICAL SECTION (The City has not had any special assessments ' in the last ten fiscal years. ) (The City has no legal debt margin. ) 1 1 1 I I -137- 1 GENERAL REVENUE - BY SOURCE II CITY OF FRIENDSWOOD, TEXAS 1 Last Ten Fiscal Years 1 CHARGES FOR LICENSES FISCAL SERVICE FINES AND AND INTER- 1 YEAR TAXES (SANITATION) FORFEITURES PERMITS GOVERNMENTAL 1980-81 $2,416,105 $275,870 $129,824 $ 49,580 $143,760 1 1981-82 2,188,070 289,034 111,975 75,292 311,695 1982-83 2,602,930 344,178 102,609 180,972 97,271 1 1983-84 3,285,018 431,941 128,694 167,484 335,077 1984-85 (1) 4,018,210 532,701 138,302 138,074 535,955 I 1985-86 (2) 4,608,491 470,177 120,195 148,740 124,114 1 1986-87 5,272,714 525,592 184,359 124,913 94,015 1987-88 5,328,869 545,130 142, 516 125,083 48,985 1 1988-89 5,571,191 542,911 190,106 143,105 53,464 1989-90 5,666,522 595,244 166,636 240,294 50,984 1 Includes the General, Special Revenue and Debt Service Funds. 1 (1) Includes annexation of the Wedgewood subdivision (Clearwoods Improvement District) during the previous year. II (2) Includes annexation of the Forest Bend Subdivision (WCID No. 108) during the year. 1 Source - Accounting records of the City. II I I! 1 -138- EXHIBIT I 1 ' INTEREST INCOME OTHER TOTAL ' $ 75,172 $ 31,250 $3,121,561 125,888 84,124 3,186,078 91,593 123,088 3,542,641 112,516 42,473 4,503,203 ' 127,909 41,551 5,532,702 ' 88,521 28,850 5,589,088 91,011 45,342 6,337,946 196 ,647 106,057 6,493 ,287 185,037 118,539 6,804,353 222,328 114,559 7,056,567 I! I r -139- 11 GENERAL GOVERNMENTAL EXPENDITURES - BY FUNCTION II CITY OF FRIENDSWOOD, TEXAS 1 Last Ten Fiscal Years 1 CULTURE FISCAL GENERAL PUBLIC PUBLIC AND IIYEAR GOVERNMENT SAFETY _ WORKS SANITATION RECREATION 1980-81 $ 626,120 $ 754,259 $ 452,316 $292,896 $208,292 1 1981-82 680,792 856,648 474,575 288,813 299,028 1982-83 714,608 1,188,214 596,633 336,635 314,853 II 1983-84 (1) 812,289 1,311,923 958,188 436,299 390,361 1984-85 954,086 1,388,760 523,653 512,504 373,412 II 1985-86 (2) 1,221,176 1,737,503 723,779 484,851 453,408 I 1986-87 1,473,875 1,870,538 718,117 519,527 692,525 1987-88 (3) 1,143,024 1,934,317 1,128,195 - - II 1988-89 (3) 1,167,194 2,038,066 1,108,423 - - 1989-90 1,258,050 2,173,685 1,196,889 - - 11 Includes the General, Special Revenue and Debt Service Funds. 1 (1) Includes annexation of the Wedgewood subdivision (Clearwoods Improvement District) during the year. II (2) Includes annexation of the Forest Bend subdivision (WCID No. 108) during the year. II (3) Function classifications have been revised to reflect the City's internal records. I Source - Accounting records of the City. II II -140- 1 EXHIBIT II 1 1 COMMUNITY 1 COMMUNITY COMMUNITY COUNSELING DEBT DEVELOPMENT SERVICES CENTER SERVICE TOTAL 1 $ 58,179 $ 302,732 $2,694,794 42,243 414,440 3,056,539 46,582 497,405 3,694,930 48,014 983,609 4,940,683 I! 67,919 997,114 4,817,448 1 78,966 1,064,286 5,763,969 35,000 1,314,714 6,624,296 $ 249,684 $ 814,380 - 1,344,693 6,614,293 257,750 768,533 - 1,305,728 6,645,694 281,723 949,048 - 1,304,597 7,163,992 11 111 AO I! I! -141- Irk TAX REVENUES - BY SOURCE EXHIBIT III ItCITY OF FRIENDSWOOD, TEXAS Last Ten Fiscal Years I BUSINESS GENERAL GROSS INDUSTRIAL FISCAL TOTAL PROPERTY GENERAL RECEIPTS DISTRICT BEVERAGE YEAR TAXES TAXES SALES TAX TAXES TAXES* TAX 1980-81 $2,416,105 $1,446,071 $415,228 $178,789 $371,622 $4,395 1981-82 2,188,070 1,599,521 99,497 185,708 302,064 1,280 1982-83 2,602,930 2,113,715 336,234 151,746 - 1,235 1983-84 3,285,018 2,727,942 351,431 204,275 - 1,370 1984-85 (1) 4,018,210 3,319,149 424,498 273,184 - 1,379 1985-86 4,608,491 3,826,171 483,629 297,585 - 1,106 1986-87 (2) 5,272,714 4,421, 343 517,943 332,432 - 996 1987-88 5,328,869 4,442,540 509,551 375,755 - 1,023 1988-89 5,571,191 4,562,856 606,549 400,986 - 800 1989-90 5,666, 522 4, 557,133 689, 576 419,062 - 751 I * Contract with Industrial District from 1976 to 1980 a new contract from 1980 to 1982 with a guarantee of at least $300,000 a year. (1) Includes annexation of the Wedgewood subdivision (Clearwoods Improvement District) during the previous year. 1 (2) Includes annexation of the Forest Bend subdivision (WCID No. 108) during the previous year. Source - Accounting records of the City. r r !* -143- 11 PROPERTY TAX LEVIES AND COLLECTIONS 11 CITY OF FRIENDSWOOD, TEXAS 11 Last Ten Fiscal Years PERCENT FISCAL TAX TAX TOTAL CURRENT TAX OF LEVY t YEAR YEAR RATE TAX LEVY COLLECTIONS COLLECTED 1980-81 (1) 1980 $0.775 $1,459,086 $1,394,770 95.59% 1 1981-82 1981 0.775 1,586,474 1,531,878 96.56 1982-83 1982 0.735 2,068,817 1,989,751 96.18 t 1983-84 1983 0.720 2,491,879 2,400,000 96.32 1 1984-85 (2) 1984 0.720 3,348,234 3,224,304 96.30 1985-86 1985 0.7095 3,870,699 3,680,672 95.10 1986-87 (3) 1986 0.695 4,369,541 4,245,550 97.16 1987-88 1987 0.695 4,351,363 4,248,363 97.63 I1988-89 1988 0.695 4,553,066 4,433,139 97.37 1989-90 1989 0.695 4,531,537 4,427,153 97.70 1 (1) Assessment ratio increased in 1980 to 100% of market value per $100 I valuation. (2) Includes annexation of the Wedgewood subdivision (Clearwoods Improvement I District) during the previous year. (3) Includes annexation of the Forest Bend subdivision (WCID No. 108) during the previous year. Source - Tax assessor/collector's records. IF 1 1 I !! -144- It 11 EXHIBIT IV II 11 TOTAL OUTSTANDING COLLECTION DELINQUENT AS A TAXES AS A DELINQUENT TOTAL PERCENT OF OUTSTANDING PERCENT OF I TAX TAX TOTAL DELINQUENT TOTAL COLLECTIONS COLLECTIONS TAX LEVY TAXES LEVY 11 $ 51,301 $1,446,071 99.11% $135,756 9.30% 67,643 1,599,521 100.82 142,473 8.98 11 123,964 2,113,715 102.17 123,882 5.99 50,915 2,450,915 98.36 169,380 6.80 11 55,528 3,279,832 97.96 232,879 6.96 II112,025 3,792,697 97.98 328,281 8.48 133,831 4,379,381 100.23 318,441 7.29 II119,686 4, 368,049 100.38 301,754 6.93 79,695 4,512,834 99.12 341,986 7. 51 II74,484 4,501,637 99. 34 371,886 8.21 II II II II II II 11 II -145- II ASSESSED AND ESTIMATED ACTUAL VALUE II OF TAXABLE PROPERTY CITY OF FRIENDSWOOD, TEXAS 1 Last Ten Fiscal Years II REAL PROPERTY PERSONAL PROPERTY ESTIMATED ESTIMATED II FISCAL TAX ASSESSED ACTUAL ASSESSED ACTUAL YEAR YEAR VALUE VALUE VALUE VALUE II 1980-81 1980 (1) $184,417,212 $184,417,212 $ 5,084,410 $ 5,084,410 1981-82 1981 199,752, 590 199,752,590 6,432,770 6,432,770 ' 1982-83 1982 291,156,780 291,156,780 7,295,310 7,295,310 1983-84 1983 436,557,744 436,557,744 6,389,970 6, 389,970 1 1984-85 1984 588,137,580 588,137,580 10,731,940 10,731,940 II 1985-86 1985 636,203,660 636,203,660 9,688,000 9,688,000 1986-87 1986 726,482,470 726,482,470 34,305,290 34,305,290 1 1987-88 1987 732,642,639 732,642,639 30,811,878 30,811,878 1988-89 1988 690,062,040 690,062,040 39,852,170 39,852,170 II 1989-90 1989 745,236,230 745,236,230 14,605,530 14,605,530 II (1) Assessment ratio increased in 1980 to 100% of market value per $100 valuation. II (2) Includes annexation of the Wedgewood subdivision (Clearwoods Improvement District) during the previous year. II (3) Includes annexation of the Forest Bend subdivision (WCID No. 108) during the previous year. II Source - Tax assessor/collector's records. 1 1 1 1 -146- I 11 EXHIBIT V I 11 Ir TOTAL TOTAL ESTIMATED ASSESSED TAXABLE RATIO OF ASSESSED ASSESSED ACTUAL VALUE OF ASSESSED VALUE TO ESTIMATED 11 VALUE VALUE EXEMPTIONS VALUE ACTUAL VALUE $189,501,622 $189,501,622 $ 1,987,238 $187,514,384 100 % 11 206,185,360 206,185,360 4,380,567 201,804,793 100 298,452,090 298,452,090 85,672,799 212,779,291 100 442,947,714 442,947,714 96,853,365 346,094,349 100 11 598,869, 520 598,869,520 133,837,020 465,032,500 100 645,891,660 645,891,660 111,788,728 534,102,932 100 760,787,760 760,787,760 132,076,820 628,710,940 100 763,454,517 763,454,517 137,359,095 626,095,422 100 729,914,210 729,914,210 95,185,210 634,729,000 100 759,841,760 759,841,760 106,734,872 653,106,888 100 I I 1 -147- II PROPERTY TAX RATES AND TAX LEVIES - DIRECT AND II OVERLAPPING GOVERNMENTS CITY OF FRIENDSWOOD, TEXAS 1 Last ten fiscal years II FRIENDSWOOD CLEAR CREEK 11 INDEPENDENT INDEPENDENT FISCAL TAX CITY OF SCHOOL SCHOOL YEAR YEAR FRIENDSWOOD DISTRICT DISTRICT I TAX RATE 1980-81 (1) 1980 $ .775 $ 1.77 $ .82II 1981-82 1981 .775 1.86 .88 1982-83 1982 .735 1.83 .83 1983-84 1983 .720 1.79 .82 II 1984-85 1984 .720 1.46 .82 1985-86 1985 .7095 1.46 .92 1986-87 1986 .695 1.41 .92 1987-88 1987 .695 1.41 .95 II 1988-89 1988 .695 1.41 .95 1989-90 1989 .695 1.55 1.075 IITAX LEVIES 1980-81 1980 $1,459,086 $3,123,225 $19,977,989 11 1981-82 1981 1,586,474 3,567,480 22,647,479 1982-83 1982 2,068,817 4,854,834 25,331,425 1983-84 1983 2,491,879 5,233,942 27,542,883 1984-85 (2) 1984 3,348,234 5,123,436 31,308,670II 1985-86 1985 3,870,699 5,802,869 41,309,808 1986-87 (3) 1986 4,369,541 6,205,039 44,892,680 1987-88 1987 4,351,363 6,511,149 43,580,000II 1988-89 1988 4,553,066 6,841,786 46,654,423 1989-90 1989 4,531,537 7,642,133 69,656,556 II (1) Assessment ratio increased in 1980 to 100% of market value per $100 valuation. II (2) Includes annexation of the Wedgewood subdivision (Clearwoods Improvement District) during the previous year. (3) Includes annexation of the Forest Bend subdivision (WCID No. 108) during II the previous year. Source - Accounting records of the City and tax assessor/collector's records. II 1 1 -148- EXHIBIT VI CLEAR CREEK Q&IJ(ESTO0 BAIDIIS DRAINAGE C0O0IY COUNTY DISTRICT � TAX RATE ~ ' ' ' � 9l5 �l.I�O �.l00 0� m� .300 .276 .100 .300 .360 .150 .395 .377 .150 .395 .277 .150 .385 .27878 .150 .385 .26786 '150 .385 .293I6 .I50 .415 .49293 .150 .445 .560 .150 TAX LEVIES 812,957'655 $175,846,/69 $163,441 18'673.000 218,001,248 256,004 18,137`783 238,964,304 486,722 26.640,815 270.971'084 506,281 , 28,6O7 39l 312'288,939 609,854 29'255'237 321,822'000 742'703 25,228,511 311,338.358 740'222 31,021'686 317,419,015 763'695 34.128'033 316'340'000 771'330 36,957,169 310,287,582 781,367 � w� -149- I RATIO OF NET GENERAL OBLIGATION BONDED DEBT TO ASSESSED II VALUE AND NET GENERAL OBLIGATION BONDED DEBT PER CAPITA CITY OF FRIENDSWOOD, TEXAS 11 Last Ten Fiscal years II GROSS LESS DEBT IIFISCAL ESTIMATED ASSESSED BONDED SERVICE YEAR POPULATION VALUE DEBT FUND BALANCE 1980-81 11,169 $189,501,622 $ 5,217,000 $143,168 I 1981-82 11,770 206,185,360 6,560,000 145,075 1982-83 12,530 298,452,090 6,470,500 153,535 II 1983-84 (1) 17,365 442,947,714 8,423,163 197,749 II 1984-85 18,500 598,869,520 8,046,000 200,813 1985-86 (2) 22,500 645,891,660 10,650,778 459,306 I 1986-87 23,000 760,787,760 10,065,778 518,998 1987-88 22,500 763,454,517 9,405,778 325,894 II 1988-89 23,500 729,914,210 8,750,778 280,793 I 1989-90 22,710 759,841,760 8,080,778 57,308 I (1) Includes annexation of the Wedgewood subdivision (Clearwoods Improvement District) during the previous year. II (2) Includes annexation of the Forest Bend subdivision (WCID No. 108) during the previous year. I Source - Tax assessor/collector's records. II I II 11 II -150- I EXHIBIT VII 1 1 RATIO OF NET BONDED DEBT BONDED TO ASSESSED NET BONDED DEBT DEBT VALUE PER CAPITA 11 $ 5,073,832 2.7% $454 6,414,925 3.1 545 6,316,965 2.1 504 8,225,414 1.9 473 7,845,187 1.3 424 10,191,472 1.6 453 9,546,780 1.3 415 9,079,884 1.2 404 8,469,985 1.2 360 8,023,470 1.06 353 11 11 11 -151- 1 COMPUTATION OF NET DIRECT AND ESTIMATED OVERLAPPING DEBT EXHIBIT VIII II CITY OF FRIENDSWOOD, TEXAS I September 30, 1990 II PERCENTAGE CITY OF NET DEBT APPLICABLE FRIENDSWOOD'S I NAME OF GOVERNMENTAL UNIT OUTSTANDING TO CITY OF FRIENDSWOOD SHARE OF DEBT Friendswood Independent School District $ 4,667,365 100.00% $ 4,667,365 II Clear Creek Independent School District 58,155,000 3.94 2,291,307II Galveston County 67,908,993 5.68 3,857,227 Harris County 410,165,924 .15 615,249 11 Clear Creek Drainage District 16,050 99.95 16,042 II Harris County Toll Road Authority 522,646,488 .15 783,970II Harris County Flood Control District 283,638,056 .15 425,457 II Port of Houston Authority 94,660,000 .15 141,990 II TOTAL NET OVERLAPPING DEBT 12,798,607 Net General Obligation Bonded Debt - City of Friendswood 8.023,470II TOTAL NET DIRECT AND OVERLAPPING DEBT $20,822,077 1 II I II II -152- 11 II RATIO OF ANNUAL DEBT SERVICE EXPENDITURES EXHIBIT IX FOR GENERAL LONG-TERM DEBT TO TOTAL IGENERAL EXPENDITURES CITY OF FRIENDSWOOD, TEXAS IILast Ten Fiscal Years 11 INTEREST AND (2) RATIO OF DEBT SERVICE II FISCAL TOTAL TOTAL TO TOTAL GENERAL FISCAL AGENT DEBT GENERAL GOVERNMENTAL YEAR PRINCIPAL FEES SERVICE EXPENDITURES EXPENDITURES 11 1980-81 $ 99,336 $203,396 $ 302,732 $2,694,794 11.23 % 1981-82 110,631 303,809 414,440 3,056,539 13.56 I! 1982-83 123,759 373,646 497,405 3,694,930 13.46 I! 1983-84 356,000 627,609 983,609 4,940,683 19.91 1984-85 377,608 619,506 997,114 4,817,448 20.70 II1985-86 (1) 484,427 579,859 1,064,286 5,763,969 18.46 1986-87 620,386 694,328 1,314,714 6,624,296 19.85 11 1987-88 690,323 654,370 1,344,693 6,614,293 20.33 II1988-89 687,029 618,699 1,305,728 6,645,694 19.65 1989-90 721,245 583,352 1,304,597 7,163,992 18.21 (1) Excludes debt defeased through refunding of $10,032,000. (2) Includes the General, Special Revenue and Debt Service funds. 11 Source - Accounting records of the City. g I! -153- I! TAX RATE DISTRIBUTION EXHIBIT X CITY OF FRIENDSWOOD, TEXAS Last Ten Fiscal Years GENERAL DEBT SERVICE TOTAL TAX I! TAX YEAR FUND FUND RATE 1980 $ .5311 $ .2434 $ .775 (1) I! 1981 .53 .245 .775 1982 .4835 .2515 .735 1983 .502 .218 .720 1984 .507 .213 .720 1985 .5192 .1903 .7095 1986 .481 .214 .695 1987 .52 .175 .695 1988 .50746 .18754 .695 1989 .5333 .1617 .695 (1) Assessment ratio increased in 1980 to 100% market value per $100 valuation. Source - City's tax ordinances. 11 11 !! Ir 1! i -155- II REVENUE BOND COVERAGE II CITY OF FRIENDSWOOD, TEXAS II Last Ten Fiscal years II OPERATING NET OPERATING NUMBER NUMBER EXPENSES REVENUE FISCAL OF WATER OF SEWER OPERATING BEFORE AVAILABLE FORII YEAR CUSTOMERS CUSTOMERS REVENUE DEPRECIATION DEBT SERVICE 1980-81 3,215 3,048 $1,109,296 $ 753,350 $ 355,946 11 1981-82 3,388 3,212 1,134,886 756,498 378,388 1982-83 3,659 3,430 1,450,044 861,935 588,109II 1983-84 4,998 4,686 2,141,284 1,072,741 1,068,543 1984-85 5, 338 5,061 2,104,796 1,193,709 911,087 1985-86 6,497 6,238 4,205,395 1,311,526 2,893,869 II 1986-87 6,514 6,324 3,066,581 1,487,668 1,578,913 1987-88 6,626 6,432 3,071,181 1,526,297 1, 544, 884II 1988-89 6,731 6,539 3,034,892 1,443,986 1,590,906 1989-90 6,968 6,719 3,472,772 1,597,064 1,875,708 11 Source - Accounting records of the City. II I! 1! I! I! I! -156- I! 11 EXHIBIT XI 1 1 REVENUE BOND DEBT SERVICE REQUIREMENTS PRINCIPAL INTEREST TOTAL COVERAGE 11 $ 65,000 $84,552 $149,552 2.38 70,000 99,005 169,005 2.24 70,000 91,113 161,113 3.65 70,000 96,515 166,515 6.42 120,000 92,475 212,475 4.29 120,000 83,129 203,129 14.25 125,000 77,566 202,566 7.79 125,000 69,720 194,720 7.93 125,000 61,900 186,900 8.51 11 130,000 56,275 186,275 10.07 11 I I It r I -157- 1 PRINCIPAL TAXPAYERS EXHIBIT XII II CITY OF FRIENDSWOOD, TEXAS 1 September 30, 1990 I PERCENT OF TAXABLE TAXABLE ASSESSED VALUE IIASSESSED TO TOTAL TAXABLE NAME OF TAXPAYER NATURE OF BUSINESS VALUE ASSESSED VALUE 1. Exxon Oil & Gas $ 40,284,970 6.18 % 1 2. Southwestern Bell IITelephone Utility Co. 11,061,650 1.69 3. Crosstimber Production Oil & Gas 7,431,960 1.14 4. Texas-New Mexico Power Utility Co. 6,974,810 1.07 I 5. Friendwood Retirement Retirement Center Home 6,530,080 1.00 II 6. Florida Federal Savings and Loan Apartments 5,092,160 .78II 7. Houston Lighting and Power Utility Co. 2,690,430 .41 1 8. Salem Square Apartments Apartments 2,646,900 .40 9. Bankers United Life 1 Assurance Apartments 2,633,350 .40 10. Baywood Limited Apartments 2.494.000 .38 1 87,840,310 13.45 All others 565.266.578 86.55 1 TOTAL $653,106,888 100.00 % s_ 1 1 Source - Tax assessor/collector's records. 11 11 1 -158- II PROPERTY VALUE, CONSTRUCTION AND BANK DEPOSITS EXHIBIT XIII 1 CITY OF FRIENDSWOOD, TEXAS Las Ten Fiscal Years 1 (B) (C) I FISCAL (A) BANK PROPERTY YEAR CONSTRUCTION DEPOSITS VALUE II1981 $13,197,941 $ 32,614,000 $189,501,622 1982 15,102,000 48,616,000 206,185,360 II1983 31,211,841 62,256,000 298,452,090 1984 31,379,139 67,111,934 486,902,520 II1985 28,891,533 72,641,562 598,869,520 II1986 26,920,850 78,645,866 645,891,660 1987 17,337,714 90,775,074 760,787,760 II1988 19,712,294 133,829,940 763,454,517 1989 14,998,749 148,356,238 729,914,210 1 1990 37,068,553 32,671,080 (1) 759,841,760 II (A) Source - City inspection records. II (B) Source - Texas Commerce Bank and Community National Bank, Friendswood. (C) Source - Tax assessor/collector's records. II (1) Information for Texas Commerce Bank not available. 1 1 I 1 1 -159- II IIDEMOGRAPHIC STATISTICS EXHIBIT XIV II CITY OF FRIENDSWOOD, TEXAS Last Ten Fiscal Years I FISCAL - I! YEAR ENDED POPULATION- PER CAPITA MEDIAN UNEMPLOYMENT SEPT. 30 A INCOME B AGE-B RATE-C II1981 11,169 * 27.9 3. 6% 1982 11,770 * 27.7 3.8 II1983 12,530 $23,915 27.5 7.9 1984 17,365 21,573 27.6 5.9 II1985 18,500 24,570 27.9 8 .6 II1986 22,500 27,735 27.9 12.6 1987 23,000 29,273 29.7 10. 3 II1988 22,500 29,743 29.7 6.8 1989 23,500 * * 6.4 II1990 22,710 * * 5.0 II Note A - Estimated Note B - Source: Clear Lake Area Chamber of Commerce II Note C - Source: Texas Employment Commission, Houston Standard Metropolitan Statistical area I *Information not provided is not available. II 11 I II 11 -161- II SCHEDULE OF INSURANCE IN FORCE - 1 of 2 II CITY OF FRIENDSWOOD, TEXAS 1 September 30, 1990 II LOCATION OR II INSURER POLICY NO, ACTIVITY COVERAGE Employers Casualty EEP-E-047835 Electronic Fire, EC, V&MM II Co. Equipment Employers Casualty CEF-F-874899 Contractors Fire, EC, V&MM Co. EquipmentII Texas Employers 0107815 Public Elected and Insurance Officials Appointed 1 American States MP4407 Volunteer AD&D Insurance Firemen National Casualty PL901469 City Comprehensive Law Enforcement IIEmployers of Texas TCP-F-E419008 City Multi-Peril Lloyds Employers Casualty Co. BAA-F-649005 Fleet All City Vehicles II Employers of Texas FMC-D-1L6920 City Fire, EC, Windstorm Lloyds V&MMII Omaha Property and 01939707723 Bougainvilla Flood-Building and Casualty ContentsII Omaha Property and 01932137639 Library Flood-Building and Casualty Contents 1 Omaha Property and 0I3003462748 Library Annex Flood-Building and Casualty Contents II Omaha Property and 012001944988 Counseling Flood-Building and Casualty Center Contents Omaha Property and 0I3001775851 Forest Bend Flood Building and II Casualty Civic Contents II II II -162- 41 11 EXHIBIT XV 1 1 AMOUNT PERIOD OF I OF COVERAGE COVERAGE BEGINNING ENDING PREMIUM II $ 317,091 12-01-89 12-01-90 $ 1,712 261,859 12-01-89 12-01-90 3,842 II 1,000,000 12-19-89 12-19-90 8,746 I 50,000 03-27-90 03-27-91 2,146 II 1,000,000 12-19-89 12-19-90 19,411 II 2,944,300 12-01-89 12-01-90 70,368 II500,000 12-01-89 12-01-90 62,697 II2,818,800 12-01-89 12-01-90 6,761 3500/141,300 11-08-90 11-08-91 496 II 2000/700 S2 163,400/100,000 08-03-90 08-03-91 717 II 55,000/91,600 04-23-90 04-23-91 504 II 27,500/10,500 500 04-27-90 -/ 500 04 27-91 151 11 100,000/10,000 07-20-90 07-20-91 330 11 I! II -163- p SCHEDULE OF INSURANCE IN FORCE - 2 of 2 CITY OF FRIENDSWOOD, TEXAS I September 30, 1990 I LOCATION OR IIINSURER POLICY NO. ACTIVITY COVERAGE Omaha Property & 011940990565 Public Works Flood-Building II Casualty and Contents Omaha Property & 012001256227 Fire Station Flood-Building Casualty #1 and ContentsII Omaha Property & 0I3003589052 City Hall Flood-Building Casualty Annex and Contents I Omaha Property & 013003947995 City Hall Flood-Building Casualty and Contents II Texas Catastrophe 771372 City Buildings - Property Insurance Windstorm &Hail II Texas Political Sub- TBSH0008 City All City Employees division-Workers Comp. St. Paul Fire & 400GX7956 Public Blanket Bond- II Marine Employees All Employees Truman Taylor Insurance 18200783 Notary Public Employees I Errors & Omissions St. Paul Fire & 400HX3033 Surety Bond Tax Assessor/ I Marine Collector St. Paul Fire & 400HX3039 Surety Bond Finance Director Marine II Truman Taylor 13265210 Notary Bond Planning/Zoning InsuranceII Truman Taylor TXN254475 Notary Bond Communications InsuranceII Truman Taylor TXN254477 Notary Bond Finance Insurance II Truman Taylor TXN269353 Notary Bond Public Works Insurance I Truman Taylor TSN269362 Notary Bond Police Insurance II -164- 1 IIEXHIBIT XV 11 11 AMOUNT PERIOD OF 1 OF COVERAGE COVERAGE BEGINNING ENDING PREMIUM 177,100/II 04-07-90 04-07-91 $ 366 38,300 220,000/I 04-07-90 04-07-91 488 23,100 75,000/ 08-21-90 08-21-91 726 II 175,000 200,000/ 06-13-90 06-13-91 219 II 75,000 351,000 08-18-89 08-18-90 1,117 II Statutory 10-01-89 10-01-90 132,138 II10,000 10-01-89 10-01-90 304 I20,000 02-17-90 02-17-91 209 II50,000 05-29-90 05-29-91 250 II50,000 05-29-90 05-29-91 139 2,500 02-07-90 02-07-01 14 2,500 05-28-89 05-28-93 14 II 2,500 07-17-90 07-17-91 14 I 2,500 10-13-89 10-13-90 14 11 2,500 0 - 4- -4 1 90 04 19-94 7 I -165- MISCELLANEOUS STATISTICAL DATA - 1 of 2 EXHIBIT XVI CITY OF FRIENDSWOOD, TEXAS 11 September 30, 1990 1 Date of Incorporation October 15, 1960 Date of present charter Adopted Home Rule Charter October 16, 1971 Form of Government Council - Manager Area 21.71 Square Miles Miles of streets Streets - paved 91.23 miles Streets - unpaved 4.95 miles 1 Fire Protection Number of stations 3 Number of employees 2 Number of volunteers 65 Fire Prevention Number of employees 1 Number of volunteers 0 Police Protection Number of stations 1 (1) Number of sworn officers 38 Number of patrol units 10 Number of volunteers 2 Recreation Number of parks 6 Size of parks Total acres 56.6 Number of golf courses 0 Number of swimming pools 1 Number of tennis courts 4 Storm Sewers Miles of storm sewer 31.94 miles 1 (1) Includes contract and reserve 11 -166- 1 MISCELLANEOUS STATISTICAL DATA - 2 of 2 EXHIBIT XVI CITY OF FRIENDSWOOD, TEXAS September 30, 1990 Education Friendswood Independent School District Number of teachers 203 Number of students 3,355 ' City employees Department Heads 7 Employees 115.72 ' Total 122.72 Election Number of votes cast Last City election 1,543 Water Source 7 wells Average daily consumption 2,810,000 gallons Maximum daily consumption 8,405,000 gallons Water mains 85 miles Number of connections 6,968 Sewer 11 Average daily flow 1,879,000 gallons Maximum daily flow 4,530,000 gallons Sanitary sewer mains 80 miles Number of connections 6,719 11 11 11 11 11 11 -167- 1 PRINCIPAL OFFICIALS CITY OF FRIENDSWOOD, TEXAS 1 September 30, 1990 ELECTIVE CITY OFFICIALS ADDRESS POSITION ' Paul W. Schrader 504 Liberty Mayor Ron Ritter 15410 Wandering Trail Councilmember - Position No. 1 Robert Wicklander 54 Hideaway Councilmember - Position No. 2 Evelyn B. Newman 502 Falling Leaf Councilmember - Position No. 3 Ed Stuart 2001 Pine Councilmember - Position No. 4 Harold Raley 125 St. Cloud Councilmember - Position No. 5 Frank Frankovich 656 E. Castle Harbour Councilmember Position No. 6 APPOINTIVE POSITION Melvin L. Meinecke 109 Willowick, Friendswood Acting City Manager Deloris Archer 109 Willowick, Friendswood City Secretary Jon Branson 109 Willowick, Friendswood Park and Recreation Director Alta Carbone P.O. Box 31, Friendswood Tax Assessor-Collector Dr. Richard Conway 505 Friendswood Drive Health Officer James T. Thompson 109 Willowick, Friendswood Community Development Director Melvin L. Meinecke 1306 Deepwood Director of Public Works Olson & Olson 333 Clay, Suite 3485, City Attorney Houston Claudie Pettigrew 109 Willowick, Friendswood Library Director Vance Riley 1000 S. Friendswood Drive Fire Marshal Roger C. Roecker 109 Willowick, Friendswood Director of Finance Jared D. Stout 109 Willowick, Friendswood Police Chief Luis Suarez 723 Main, Suite 707, Judge - Municipal Court Houston Russell E. Williams 109 Willowick, Friendswood Emergency Management Director 1 1 1 1 1 -168- 1 EXHIBIT XVII 1 1 TERM EXPIRES May 1992 ' May 1992 May 1991 May 1992 May 1991 May 1992 May 1991 1 1 I 1 i 1 i 1 1 1 ' -169- 1 1 1 ' SINGLE AUDIT ACT SECTION 1 1 I I I I I -171- EzIRL LdIRSON 8 CO. ' A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS TEL.713-681-8500 • FAX 713-681-9043 P.O. BOX 500017 1716 MANGUM, SUITE 300 HOUSTON,TEXAS 77250-0017 HOUSTON,TEXAS 77092 ' INDEPENDENT AUDITORS' REPORT ON SUPPLEMENTAL INFORMATION SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE To the Mayor and City Council City of Friendwood, Texas We have audited the general purpose financial statements of the City of ' Friendswood, Texas for the year ended September 30, 1990 and have issued our report thereon dated December 14, 1990. Our audit of such general purpose financial statements was made in accordance with generally accepted auditing ' standards and the standards for financial and compliance audits contained in the Standards for Audit of Governmental Organizations, Programs, Activities and Functions, issued by the U.S. General Accounting Office and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. Our audit was made for the purpose of forming an opinion on the general purpose ' financial statements taken as a whole. The accompanying schedule of federal financial assistance is presented for purposes of additional analysis and is not a required part of the general purpose financial statements. The information ' in that schedule has been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, in our opinion, is fairly stated in all material respects in relation to the general purpose financial statements taken as a whole. hiAlefl(114/1414"1 °12". 4 Houston, Texas December 14, 1990 1 e I -173- SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE I CITY OF FRIENDSWOOD, TEXAS I Year ended September 30, 1990 CATALOG OF FEDERAL GRANTOR/ FEDERAL DOMESTIC PROGRAM PASS-THROUGH GRANTOR/ ASSISTANCE GRANT AWARDED OR PROGRAM TITLE NUMBER NUMBER AMOUNT U.S. Department of 3-48-0348-01-89 $31,500 1 Transportation 1 1 1 1 1 I 1 I -174- 1 1 YEAR END ' SEPTEMBER 30. 1990 GRANT PERIOD AMOUNT OF AMOUNT OF FROM TO REVENUES EXPENDITURES 1 07/89 03/90 $31,500 $31,500 1 1 1 r 1 1 1 1 1 -175- 1 EdRL IRSON 8 CO. A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS TEL.713-681-8500 • FAX 713-681.9043 P.O. BOX 500017 1716 MANGUM, SUITE 300 HOUSTON,TEXAS 7725 0-0017 HOUSTON,TEXAS 77092 11 INDEPENDENT AUDITORS' REPORT ON INTERNAL ACCOUNTING CONTROLS 11 To the Mayor and City Council ' City of Friendswood, Texas We have audited the general purpose financial statements of the City of Friendswood, Texas, for the year ended September 30, 1990 and have issued our report thereon dated December 14, 1990. As part of our audit, we made a study and evaluation of the system of internal accounting control of the City of Friendswood, Texas, to the extent we considered necessary to evaluate the system as required by generally accepted auditing standards and the standards for financial and compliance audits contained in the U.S. General Accounting Office Standards for Audit of Governmental Organizations, Programs, Activities and Functions. For the purpose of this report, we have classified the significant internal,accounting controls in the following categories: 1. Cash 6. Revenues 2. Payrolls 7. Expenditures 3. Budgets 8. Fixed assets 4. Purchasing and accounts payable 9. Accounts receivable 5. Debt 10. Investments Our study included all of the control categories listed above. The purpose of our study and evaluation was to determine the nature, timing and extent of the auditing procedures necessary for expressing an opinion on the entity's financial statements. Our study and evaluation was more limited than would be necessary to express an opinion on the system of internal accounting control taken as a whole or on any of the categories of controls identified above. The management of the City of Friendswood, Texas, is responsible for establishing and maintaining a system of internal accounting control. In fulfilling this responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of control procedures. The objectives of a system are to provide management with reasonable, but not absolute, assurance that assets are safeguarded against loss from unauthorized use of disposition, and that transactions are executed in accordance with management's authorization and recorded properly to permit the preparation of financial statements in accordance with generally accepted accounting principles. Because of inherent limitations in any system of internal accounting control, errors or irregularities may nevertheless occur and not be detected. Also, projection of any evaluation of the system to future periods is subject to the risk that procedures may become inadequate because of changes in conditions or that the degree of compliance with the procedures may deteriorate. -176- 1 1 To the Mayor and City Council City of Friendswood, Texas Page Two Our study and evaluation made for the limited purpose described in the first paragraph would not necessarily disclose all material weaknesses in the system. Accordingly, we do not express an opinion on the system of internal accounting control of the City of Friendswood, Texas, taken as a whole or on any of the categories of controls identified in the first paragraph. However, our study and evaluation disclosed no conditions that we believe to be material weaknesses. These conditions were considered in determining the nature, timing and extent of the audit tests to be applied in our audit of the September 30, 1990 financial ' statements and this report does not affect our report on the financial statements dated December 14, 1990. This report is intended solely for the use of management and Federal and State ' audit agencies and should not be used for any other purpose. This restriction is not intended to limit the distribution of this report which, upon acceptance by Federal and State audit agencies, is a matter of public record. A2A) Houston, Texas ' December 14, 1990 1 1 1 I I I 1 -177- 1 EdRL Ld/RSON 8 CO. A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS TEL.713-681-8500 • FAX 713-681-9043 P.O. BOX 500017 1716 MANGUM, SUITE 300 HOUSTON,TEXAS 77250.0017 HOUSTON,TEXAS 77092 1 INDEPENDENT AUDITORS' REPORT ON COMPLIANCE WITH LAWS AND REGULATIONS To the Mayor and City Council 1 City of Friendswood, Texas We have audited the general purpose financial statements of the City of Friendwood, Texas, for the year ended September 30, 1990 and have issued our report thereon dated December 14, 1990. Our audit was made in accordance with generally accepted auditing standards and the standards for financial and compliance audits contained in the Standards for Audit of Governmental Organizations, Programs, Activities and Functions, issued by the U.S. General Accounting Office and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. The management of the City of Friendswood, Texas, is responsible for the City's compliance with laws and regulations. In connection with our audit referred to above, we selected and tested transactions and records to determine the City's compliance with laws and regulations noncompliance with which could have a material effect on the general purpose financial statements of the City. The results of our tests indicated that for the items tested, the City of Friendswood, Texas, complied with those provisions of laws and regulations noncompliance with which could have a material effect on the general purpose financial statements. Nothing came to our attention that caused us to believe that for the items not tested the City of Friendswood, Texas was not in compliance with laws or regulations noncompliance with which could have a material effect on the City's general purpose financial statements. 1 (4/1"4-&-- 1 1 Houston, Texas December 14, 1990 1 1 -178- 1 EARL LilIRSON 8 CO. A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS TEL.713-681-8500 • FAX 713-681-9043 P.O. BOX 500017 1716 MANGUM, SUITE 300 HOUSTON,TEXAS 77250.0017 HOUSTON,TEXAS 77092 1 ' INDEPENDENT AUDITORS' REPORT ON INTERNAL ACCOUNTING CONTROLS RELATED TO MAJOR AND NONMAJOR FEDERAL FINANCIAL ASSISTANCE PROGRAMS To the Mayor and City Council City of Friendswood, Texas We have audited the general purpose financial statements of the City of Friendswood, Texas, for the year ended September 30, 1990 and have issued our report thereon dated December 14, 1990. As part of our audit, we made a study and evaluation of the internal control systems, including applicable internal ' administrative controls, used in administering Federal financial assistance programs to the extent we considered necessary to evaluate the systems as required by generally accepted auditing standards, the standards for financial and compliance audits contained in the Standards for Audit of Governmental Organizations, Programs, Activities and Functions, issued by the U.S. General Accounting Office, the Single Audit Act of 1984, and the provisions of OMB Circular A-128, Audits of State and Local Governments. For the purpose of this ' report, we have classified the significant internal accounting and administrative controls used in administering Federal financial assistance programs in the following categories: ' INTERNAL ACCOUNTING CONTROLS: 1. Cash 4. Revenues 2. Budgets 5. Expenditures 3. Purchasing and accounts payable 6. Accounts receivable ADMINISTRATIVE CONTROLS: 1. Political activity 6. Types of services 2. Davis-Bacon Act (prevailing wage) 7. Eligibility 3. Civil rights 8. Matching level of effort 4. Cash management 9. Reporting 5. Federal financial reports The management of the City of Friendswood, Texas, is responsible for establishing and maintaining internal control systems used in administering Federal financial assistance programs. In fulfilling that responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of 11 control procedures. The objectives of internal control systems used in administering Federal financial assistance programs are to provide management with reasonable, but not absolute, assurance that, with respect to Federal I -179- 1 To the Mayor and City Council City of Friendswood, Texas Page Two financial assistance programs, resource use is consistent with laws, regulations and policies; resources are safeguarded against waste, loss, and misuse; and reliable data are obtained, maintained and fairly disclosed in reports. Because of inherent limitations in any system of internal accounting and administrative controls used in administering Federal financial assistance programs, errors or irregularities may nevertheless occur and not be detected. Also, projection of any evaluation of the systems to future periods is subject to the risk that procedures may become inadequate because of changes in conditions or that the degree of compliance with the procedures may deteriorate. Our study included all of the applicable control categories listed in the first paragraph. During the period ended September 30, 1990, the City of Friendswood, Texas, expended 100% of its total Federal financial assistance programs. With respect to internal control systems used in administrating major Federal financial assistance programs, our study and evaluation included considering the types of errors and irregularities that could occur, determining the internal control procedures that should prevent or detect such errors and irregularities, determining whether the necessary procedures are prescribed and are being followed satisfactorily and evaluating any weaknesses. With respect to the internal control systems used solely in administering the nonmajor Federal financial assistance programs of the City of Friendswood, Texas, our study and evaluation was limited to a preliminary review of the systems to obtain any understanding of the control environment and the flow of transactions through the accounting system. Our study and evaluation of the internal control systems used solely in administering the nonmajor Federal financial assistance programs of the City of Friendswood, Texas, did not extend beyond this preliminary review phase. Our study and evaluation was more limited than would be necessary to express an opinion on the internal control systems used in administering the Federal financial assistance programs of the City of Friendswood, Texas. Accordingly, we do not express an opinion on the internal control systems used in administering the Federal financial assistance programs of the City of Friendswood, Texas. Further, we do not express an opinion on the internal control systems used in administering the major Federal financial assistance programs of the City of Friendswood, Texas. Also, our audit, made in accordance with the standards mentioned in the first paragraph, would not necessarily disclose material weaknesses in the internal control systems used solely in administering nonmajor Federal financial assistance programs. However, our study and evaluation and our examination disclosed no conditions that we believe result in more than a relatively low risk that errors or irregularities in amounts that would be material to a Federal financial assistance program may occur and not be detected within a timely period. I -180- e To the Mayor and City Council City of Friendswood, Texas Page Three These conditions were considered in determining the nature, timing and extent of the audit tests to be applied in (1) our audit of the 1990 general purpose financial statements and (2) our audit and review of the City's compliance with laws and regulations, noncompliance with which we believe could have a material effect on the allowability of program expenditures for each major Federal financial assistance program and nonmajor Federal financial assistance programs. This report does not affect our reports on the general purpose financial statements and on the City's compliance with laws and regulations dated December 14, 1990. This report is intended solely for the use of management and Federal, state and local audit agencies and should not be used for any other purpose. This restriction is not intended to limit the distribution of this report, which, upon acceptance by the City of Friendswood, Texas, is a matter of public record. 1 Houston, Texas December 14, 1990 1 1 1 e 1 I I 1 -181- ErIRL LrIIRSON 8 CO. A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS TEL.713-681-8500 • FAX 713-681-9043 P.O. BOX 500017 1716 MANGUM, SUITE 300 HOUSTON,TEXAS 772 50-0 017 HOUSTON,TEXAS 77092 INDEPENDENT AUDITORS' REPORT ON COMPLIANCE WITH LAWS AND REGULATIONS RELATED TO MAJOR AND NONMAJOR FEDERAL FINANCIAL ASSISTANCE PROGRAMS I To the Mayor and City Council City of Friendswood, Texas We have audited the general purpose financial statements of the City of Friendswood, Texas, for the year ended September 30, 1990 and have issued our report thereon dated December 14, 1990. Our audit was made in accordance with generally accepted auditing standards; the standards for financial and compliance audits contained in the Standards for Audit of Governmental Organizations, Programs, Activities and Functions, issued by the U.S. General Accounting Office; the single Audit Act of 1984; and the provisions of OMB Circular A-128, Audits of State and Local Governments and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. The management of the City of Friendswood, Texas, is responsible for the City's 1 compliance with laws and regulations. In connection with our audit referred to above, we selected and tested transactions and records from each major Federal financial assistance program and certain nonmajor Federal financial assistance programs. The purpose of our testing of transactions and records from those Federal financial assistance programs was to obtain reasonable assurance that the City of Friendswood, Texas, had, in all material respects, administered major programs, and executed the tested nonmajor program transactions, in compliance with laws and regulations, including those pertaining to financial reports and claims for advances and reimbursements, noncompliance with which we believe could have a material effect on the allowability of program expenditures. Our testing of transactions and records selected from major Federal financial assistance programs disclosed no material instances of noncompliance with those laws and regulations. In our opinion, for the year ended September 30, 1990, the City of Friendswood, Texas, administered each of its major Federal financial assistance programs in compliance, in all material respects, with laws and regulations, including those pertaining to financial reports and claims for advances and reimbursements, noncompliance with which we believe could have a material effect on the allowability of program expenditures. 11 -182- 1 To the Mayor and City Council City of Friendswood, Texas Page Two The results of our testing of transactions and records selected from nonmajor Federal financial assistance programs indicate that for the transactions and records tested the City of Friendswood, Texas, materially complied with the laws and regulations referred to in the second paragraph of our report. Our testing was more limited that would be necessary to express an opinion on whether the City of Friendswood, Texas, administered those programs in compliance in all material respects with those laws and regulations, noncompliance with which we e believe could have a material effect on the allowability of program expenditures; however, with respect to the transactions and records that were not tested by us, nothing came to our attention to indicate the City of Friendswood, Texas, had not materially complied with laws and regulations. 1 Viz_ 1 Houston, Texas December 14, 1990 e 1 1 1 1 1 1 1 1 -183-