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HomeMy WebLinkAboutAccountants' Report - 6/30/69 I. CITY OF HUNTINGTON BEACH ACCOUNTANTS' REPORT .TUNE 30, 1969 1 CITY OF HUNTINGTON BEACH June 30, 1969 INDEX Page Number Accountants' Report : - 2 Combined Balance Sheet - All Funds 3 - 4 Combined Statement of Changes in Fund Balances - All Funds 5 General Fund: Statement of Revenue - Estimated and Actual 6 - 8 Statement of Expenditures and Encumbrances - Compared with Authorizations 9 - 10 Special Revenue Funds: Balance Sheets 11 Statement of Changes in Fund Balances 12 Statement of Revenue 13 Statement of Expenditures and Encumbrances - Compared with Authorizations 14 Capital Outlay fund: Statement of Revenue - Estimated and Actual 15 Statement of Expenditures and Encumbrances - Compared with Authorizations 16 Library Fund: Statement of Revenue - Estimated and Actual 15 Statement of Expenditures and Encumbrances - Compared with Authorizations 17 1955 Water bond Interest and Redemption Fund: Statement of Revenue - Estimmted and Actual 15 Water Utility Funds: Balance Sheets 18 . Statement of Changes in Fund Balances 19 Statement of Income 20 - 21 Notes to Financial SLaZements 22 Supplementary Information 23 - 25 • DICHL. EVANS AND COMPANY CCRTIFICO PUPLIC ACCOUNTANTS [LUS C,DIL NL,C.RA,(ip 24•Ip S6) OTHCM O►►ICCS AT: O RTN !.[VAN S.C.P.A. IDIU NORTH OUCH STRCCT 705 [AST MAIN STRCCT WIN O,PCtCRS,C.P,A, SANTA ANA,CALIFORNIA 92706 SAWA MARIA,CALIFOi1N1- DONALO H.![TCRSON,C.P,A• KIwSCRLv E•I453 WALNyt 6.2579 DONALD [,CALLANAN,C.P,A. L.PCTCR SCN[RCR,C.P.A. �f Sii NORtN H StRCLT WARD M,DALLACNLR,C,P,A, JOHN A,RAASCR 6,C,P,A• December 22f 1969 LOMPOC,CALIFORNIA RATMOND V FIIA=ICR,C.P•A. RCatMT 0•l125= ACCOUNTANTS' REPORT City Council City of Huntington Beach Huntington Beach, California We have examined the balance sheets of the various funds of the City of Huntington Beach at June 30, 1969 and the related statements of changes in fund balances, revenue, and expenditures and encumbrances for the year then { ended, Our examination was made in accordance with generally accepted auditing 1 standards, and accordingly included iuch tests of the accounting records and t such other auditing procedures as ve considered necessary in the circumstances, except that, as described in Note 1 to the financial statements, a substantial portion of the cost of Water Plant in service is based on estiwtea made by City personnel, and it was not within the scope of our examinatioa to verify that portion of the cost. In addition, we did not verify the liability in connection with agreements with subdividers providing for refund of water and sewer acreage fees since accounting records in connection with these refund agreements were not complete. Also, we did not confirm accounts receivable, however, we satisfied ourselves as to such amounts by means of other auditing procedures. The general fixed assets of the City are not included in the accom- panying financial statements. In our opinion, the accompanying statements present fairly the financial position of the General Fund • Special Revenue Funds (except Sewer Fund) Capital Outlay Fund Library Fund 1955 B+ nd Construct`on Fund • 1955 Bord Interest and Redemption fund W.O.C.W.B. Agency Fund Treasurer's Departmental Trllst Fund Special Assessment Fund Treasurer's Special Assessment Fund General Bonded Debt I at June 30, 1969, and the results of fund transactions for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent witb that of the preceding year. Since we were unable to satisfy ourselves as to the liability with regard to water and sewer refund agreements and, as described in Note 1 to the financial statements, since a substantial portion of tLe cost of the water plant in service is based on estimates made by City personnel, we are unable to express an opinion on the financial position of the Water Utility and Sewer Funds at .Lune 30, 1969 and the results of their transactions for the year then ended. As a result of our examination, however, it is our opinion that the statements present fairly the assets and liabilities (except tic .liability with regard to water and sewer refund agreements and cost of contributed Water plant • in service as described in Note 1 to the financial statements) of the Water Utility and Sewer Funds at June 30, 1969, and their revenues (except acreage fees) and expenditures (except depreciation expense) for the year then ended, all in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. Because of the omission of general fixed assets as noted above, it is our opinion that the accompanying financial statements do not present the over-all financial po&lticn of the City at June 30, 1969. The accompanying supplementary information has been subjected to the tests and other audit+v:,; procedures applied in the examination of the financial statements ment: ,.ned above and, in our opinion, are fairly stated in all material respects t-lating to the financial statements taken as a whole. I� I i -2- s .. - - ti��� ,+r }•`Pi_.^ ._�:..:�7,•��`2y _ ,,- ,.,.�Y 'fK 'r,.s-:ri�L, .,,r " Yet'-`. _j T - •.. %�.' ,,�.A'� x t.� ,�`A: y-`� 4� -.r "*^�f-:`- _ �y i' mitt lr �:t;.�a..�_ ��. ' ^�� �� C. "•' 's"-�,- _l - r,.' •;i�..:!k.. , ..Tyi ._.. ��'y,, av' ,:s v4• •1• t'.�`,« ♦ n r':'hti ,.. �'l+tl. st lc}: -_ ASSETS Ge�aezal Fund lhz�a OatUtT; pnad �Cil� 2n1s6a • r-�.� Ir.ii�i- y i - - 3 Treasurer's cash and short term investments $ 3,408,154.19 $ 3,393,313.81• $ 4.26,847.17 $ 116,742.94• $ 332*269." i Caab dM investments with fiscal agent - - - - 294,621.16 Petty cash 3,000.00 - - 50.E - Acccrants receivable 351,020.14 4,847.72 - ' 10.69 115,505.31 i Impounded:property tazes-.racolVable 164,773.53 - - - Interfund loan receivable 26,065.93 160,000.00 - - Due fs^saa Water Fund for 1955 Bond. Interest and Redemption 519,885.50 - - - - Due from other Funds 77,809.47 - = - 47.25 Due from County of Orange 13,500.00 - - - - Due from other Municipalities - 21,000.00 - - 29,269.00 Plant in service, net (Note 1) - _ - 14,115,134.13 TOTAL ASSETS S 4:246�227�75 S 3.579.161.s3 S 626.84'1.17 S 116.803_63 S 15_407.€}fi6.83 LIABILITIES, RESERVES AND FUND BALANCE Accounts payable $ 302,917.26 $ 170,294.40 $ 40,334.31 $ 8,644.% $ 160,757.74 Accrued payroll 226,460.19 23,543.66 - 7,845.57 4,953.96 Matured interest payable - - - - 4,013-50 Accrued bond interest, 1963 water bonds - • - - 21,929.30 Refundable acreage fees - 11,346.00 - - ` Miscellaneous deposits 3,324.44 10,402.67 100.00 Due to other funds 71.83 22,483.31 - - 575,186.08 Interfund loans payable - 160,000.00 - - 26,OB5.93 Prepaid licenses and oil permits 30,922.34 - - - - Advances for construction - - - - - Matured bond interest payable - - - - - General bonded debt - - - - - Revenue bonds payable - - - - 3,620,000.00 Reserve for encumbrances 114,335.65 206,289.42 104,690.41 45,419.98 21,027.65 Reserve•fqr-amount due frm other;Kunicipalities - 21,000.00 - - ,. Reserve for impounded property taxes receivable 164,773.53 - - - Reserve for payment of general obligation bonds - - - - 420s000•00 Reserve for Pavilion 53,051.56 - - - - Reserve for amounts due from other funds 569,493.50 - - - Reserve for Bole& Drainage - 13,484.40 - - - Reserve for interfund loans receivable 26*085.93 - - - - Reserve for future engtneering 73,522.77 - - - - Reserve for contingencies 145,388.21 - - - - Reserve for refuse collection charges 122,928.35 - - - - Contribution3 in aid of construction (Note 1) - - - - 8,373,348.45 City contributions to Water Fund - - - 92:607.51 a Reserve for refuse contingency 432,000.00 Fund balance 1,982,952.20 2i9140,317.67 54,793.12 2.OW.,106.71 TOTAL LIABILITIES, RESERVES AND FM BALANCE S 4.24a.227.76 5 �_�7+1 16l.+�. A Sae accompanying accountentut report and notes to financial status, •-i ''' .;< ' -cam{+.2� �S�+[ - - � „%�•y` k a'�ti.�� .^l� :..,-_•.•.� - -. •., t r,.• 'S hilt i"✓'�,;. � :�:_ - '�� - , _ �•� kris { - ; •T. 1ti4: �\"i( .` 1. ..� jam• y .�/ =• y,i .. �;..� 'YZ'a••_ "�'}'..��- - .y,.4 - t, ... r��. ...�1• ' L:. may,ri l' .K*"� ..�' 4 ' Txses / aelal Opesiei*� '" 1435 Load 1955 and Coastxuctica� Interest and R.0 C.V;19. Da rEei i �►Masrs�si4t Assest Caaies�rl ASSETS Fund sodgeSion Ihmd, TOW Treasurer's cash and short tars i:rvest nts 77,310.38 $ 66,970.40 $ 163,233.33 $ 6l,430-26 $ 38,4"-.93 $ 6,655.45 � - Cash and iavestsents with fiscal agent ' 660.E Petty comb - - 50.00 Accounts receivable Intetfund loan racaivable Due from Water Fund for 1955 Bond Interest and Redemption Due from other Funds ,. Due from other cities 55,776•00- - Due from other municipalities Plant in service, net (Note 1) 000 Amount to be provided for Bond Redemption - = TOTAL ASSETS > 77.310.38, 3 47.530_44 S 218.9T9.33 S B9_d3d. S 38_444.93 S 6.555_45 4 D: LIABILITIES, RESERVES AND FDND ;BALAHCE Accounts payable Accrued payroll ' - Matured interest payable Accrued bond interest, 1963 sister bonds Refundable acreage fees Miscellaneous deposits - - 218,979.33 09,430.26 - - - Due to other funds ' Due to Assessment District bondholders - - 6,655.45 ` Interfurd loans payable Prepaid licenses and oil permits - ' Advances for construction - - ` Matured bond interest payable - 660.00 ' ' - r,eneral. bonded debt - - 420,000.00 Revenue bonds payable - Reserve for encumbrances - Reserve for amount due from other municipalities Reserve for payment of general obligation bonds Reserve for Pavilion 1 Reserve for amounts due from other funds Reserve for Bolas Drninage Reserve for interfund loans receivable • Reserve for future engineering i Reserve for contingencies Contributions in aid of construction (Mote 1) City contributions to Suter Funi'. - - - - Investmaut in fixed assets - - - Fund balance 77,310.38 : "s970.40-:- 39,444M - - y • TOTAL LIABILITIES,.'RESERVES A M. MM BALANCE 3' -77_31O:_j S' 0.� ;3�' $ . �Ml:A3A;�1[::" �• 8 ti_U5.�' • , .. .1. .� ..,i-:, >i-�%:" .� ''�Jtii' ,�• - •:;,:.-:i�. �i _ ':'a�:',� ;-..;5,.`-r gip. -' �1 See awwsipanYI accoantants report and notes' to fkacneial' ataeAmgkta.t -; -- -^ sue �ry v :c :, M-:" � 1 F •xJc' `"any . .k �] � "•- '!. ti'!•S ..}' r F-+�cY-'.C# tE.. •.e e.. `i: _ :-t •a •';i •�,�,'.:".,� ,� �c- -'.,ti s� �.._ t~ Tor the year awed June•30, 1%9 :. 1233 load 1933' .. Ia#eseet ear I 9IMial. Capital i1at Coutsuction Redwwtion General Fund Aaysnue Deis 0utia XM— Lf�s u T ittil�t�Tuads Toad BALANCE, JM 1, 2968 $ 1,601,606.75 $ 2,477,709.88 $ S99,361.63 $ 31;081.83 $ 1,657,37E.91 9 77,,310.36 4 343,177.70 ! I ADD: Revenues 6,958,9v..68 39573,913.88 317,711.35 355,923.05 - 8,6i8.75 - 57,641.46 Net income from Water Utility - - - - 386,236.38' - - Adju.stment of prior year encumbrances - - - 5,540.54 Transfer from Parking Authority Fund 164,859.86 - - - - - - Adjustment of prior year revenues - 66,655.36 - 1".83 - - - Reserve for impounded property taxes receivable, July 1, 1968 320,063.26 - - - - - - Reserve for interfused loans receivable, July 1, 1969 1093,929.04 - - - - - - Transfers from other funds 1,283,820.42 71337.33 - - - - ' - Reserve for encumbrances, July 1, 1968 37,352.24 - - - 1,308.41 - - Reserve for Fier maintenance, June 30, 1968 22,500.00 - - - - - - Adjustment in reserve for General Obligation Bonds - - - - 66,850.00 - - Adjustment of prior year's transfers from Special Gas Tax Fund 51,869.62 (51,869.62) - - - - - Prior year adjustment to fixed assets - - 1,342.11 - - TOTAL BALANCE AND ADDITIONS 10,550,944.87 6,0,3,746.83 917,072.98 392,692.25 2,121,934.56 77,310.38 113,819.16 DEDUCTIONS: Expenditures 7,679*848.35 1,688,794.07 5201,762.74 291,834.15 - - 46,848.76 Expenditures chargeable against prior years' encumbrances 84,383.03 - 2,500.05 - - - - Resnrve for encumbrances, June 30, 1969 114,335.65 207,539.67 104,690.91 45,419.98 21100117k65 - -. Adjust for expenditures df prior period 66,489.28 - - - - - Reserve for impounded property taxes receivable, . June 30, 1969 164*773.53 - - - - - - Reserve for interfund loans receivable, June 30, 1969 26,085.93 - - - - - - Reserve for refuse collection charges 432,000.00 - - - - - - Transfers to other funds - 112371,095.42 7,3:;7.33 - - - - - Adjustment of prior years revenue 77.90 - 60.00. 13,800.20 - - TOTAL DEDUCTIONS 81567992.67 _3,133,429.16 635,29,1.03 33 F M.1�3 34 27&S - 4f►t848.76 BALANCE, JUNE 30, 1969 9 1.982.952.2a 2.9�.3 7:67. 8 281 791'.gs 8 �4.?93_12 R_��Fl8F.10li_71 9 7?_ 10.`38. 8 65.970 44 See accompanying accountants' report and notes to financial statiaments. • :1 .�`r' .. i �'•'.< ,yc.i`�' 'i ...t,F.. 'l.i..:_ rya �,,,c�.�... a.+.a{.,r.,.. 't'+.'f.�i .. ` .. _ tt. ;i*'�#�i�y.._ . ' _iii-: ,zit�.-,`:n ,. � :I};_-• ?st. r• • .. :-t+ ..• ,•_!S.?.`{ � ate.i,�l� t'` � • - `� - -- - - - - — ., t: .. tin,. .:' �:. �. .rr.'-.-�•,,,,;.•,N•• �. .s�'�.?.�,,,:.�" ..•v�aLY�...r•'�."�"'^7tt'i' s;a .,�.�.isk =� ,.•�' ���a' - - -, CITY OF HUNTINGTON BEACH GENERAL FUND STATEMENT OF REVENUE (ESTIMATIED AND ACTUAL) For the year ended June 30, 1969 Actual Over or (Under) Estimated Actual Estimate TAXES: Property taxers $ 2,777,016.00 $ 2,864,690.64 $ 87,674.64 Interest and penalties on delinquent tastes 7,024.00 12,458.87 5,434.87 Solvent credits 1,000.00 77.84 (922.16) Aircraft 300.00 1,297.34 997.34 Water utilities in lieu taxes 43000.00 48,064.39 59064.39 Franchise, utility 85:000.00 178,834.45 93,834.45 Franchise, dry gas 29000.00 1,463.88 (536.12) Franchise, pipeline 15,000.00 13,672.47 (1,327.53) Sales and use taxes 1,150,000.00 1,350,060.80 200906C.60 Occupancy tax 26,000.00 27,220.42 1,220.42 Cigarette tax 218.500.00 _ 319,L525.15 101,025. 15 TOTAL TAXES 4s224,840.00 4,817 366.25 492,526.25 LICENSES AND PERMITS: Business licenses 1409000.00 156,534.03 16,534.03 Bicycle licenses 1,200.00 871.25 (328,73) Oil derrick licenses 53,000.00 47,343.00 (5,657.00) Building permits 250,000.00 274,116.00 24,116.00 Plumbing permits 75,000.00 76,257.53 1,257.53 Elp. trical permits 65,000.00 58,338.42 (6,661.58) Hc. -.lag permits 26,000.00 28,813.28 2,813.28 Excavation, streets and curb permits 32,000.00 15,651.36 (16,348.64) Waste crater disposal permits and fees 33,000.00 18,105.00 (14,895.00) Other permits end licenses 4,103.00 6,756.95 2,656.95 TOTAL LICENSES AND PERMITS 6792300.00 6822786.82 3,4 86.82 FINES AND FOREFEITURES: Court fines, non-traffic 80,000.00 54,266.19 (25,733.81) See accompanying accountants' report and notes to financial statements. .40 -6- CITY OF HUNTINGTON BEACH GENERAL FUND STATEMENT OF REVENUE (ESTIi`jATti TEEDD ANDdACTUAL) For the year ended Jllune 30, 1969 Actual Over or (Under) Estimated Actual Estimate REVENUE FROM USE OF MONEY AND PROPERTY: Interest income $ 60,000.00 $ 69,233.42 $ 9,233.42 Lease - Huntington Driftwood 39,000.00 429900.00 30900.00 Land rental 3,000.00 2,601.00 (399.00) Building rental 20,600.00 8,880.50 (11,719.50) Pier rentals and concessions 13,000.00 8,480.70 (4,519.30) Golf course rental 4,800.00 927.17 (3,872.83) Rentals - Beach and Concessions 55,000.00 55*888.68 888.68 Royalties and easements 45,000.00 39,727.51 (50272.49) Parking lot 80,000.00 65,477.60 (l4,522.40) Other revenue from use of money and property 1,000.00 890.11 (109.89) TOTAL CHARGES FOR USE OF MONEY AND Am PROPERTY 321,400.00 ,295,006.69 (26,393.31) REVENUE FROM OTHER AGENCIES: Trailer coach license fees 35,000.00 30,864.26 (4,135.74) State alcoholic beverage license fees 36,000.00 30,081.91 (5,918.09) County grants • lifeguard and beach maintenance 75,090.00 106,194.72 31,104.72 State oil and gas lease 53,000.0 63,495.22 10,495.22 Lifeguard services 30,698.00 219463.00 (9,235,00) Beach maintenance 11,967.00 14,123.00 2,156.00 Real property transfer tax - 58,769.75 56,789.75 Other revenue from other agencies 5,000.00 .4187.24 2,8122.76) TOTAL REVENUE FROG: OTHER AGENCIES 246,755.00 327.199.10 �80444410 See accompanying accountants' report and rotes to financial statements. i -7- CITY OF HUNTINGTON BEACH GENERAL FUND STATEMENT OF REVENUE (ESTIMATED AND ACTUAL) (Continued) For the year ended June 30, 1969 Actual Over or (Under) ' Estimated Actual Estimate CHARGES FOR CURRENT SERVICES: Zoning and subdivision fees $ 30,000.00 $ 190309.55 $ (109690.45) Sale of maps and publications 3,000.00 2,954.05 .'45.95) Oil Well application fees 12,000.00 4,600.00 (7,400.00) Miscellaneous filing and certification fees 500.00 454.50 (45.50) Plan check fees 110,000.00 145,721.00 35,721.00 Engineering end inspection fees 100,000.n0 92,820.50 (7,179.50) Weed abatemnt 40,000.00 37,824.80 (2,175.20) Special police department services 9,000.00 10,420.45 1,420.45 Refuse collection 432,000.00 427,682.65 (4,317.35) Other charges for current services 4.000.00 (75.00) (4,075.00) .40 TOTAL CHARGES FOR CURRENT SERVICES 740,50R 0.000 741,7f2.50 _ 1,212.50 OTHER REVENUE: Surfirg championship 16,000.00 11,124.25 (4,875.75) Other revenue 10,000.00 25,359.98 15,359.98 Discounts earned 2,500.00 4,033.60 1,533.60 Off-hour inspection fees 89.30 89.30 TOTAL OTHER REVENUE 28,500:00 40,607.13 12,107.13 TOTAL REVENUE S- 21.295.00 .�6.9.58.9 ib8 8 53 .b7 49,68 See accompanyingaccountants' report and notes to financial statements. P l t -8- i CITY OF HUNTINGTON BEACH GENERAL FUND STATEMENT OF EXPENDITURES AND ENCUMBRANCES (COMPARED WITH AUTHORIZATIONS) For the year ended June 30, 1969 Expenditures Chargeable Appropriations against Encumbrances Actual (After Current and Projects (Over) Under Revisions) ropriations Authorized Estimated City Council $ 28,735.00 $ 28,730.51 $ $ 4.49 City Administration 79,379.00 790287.53 67.57 23.90 City Trcasurer 130316.00 13,293.42 6.12 16.46 City Attorney 80,354.00 76,471.53 3,851.29 31.18 City Clerk 70,792.00 68,418.65 2,346.60 26.75 Purchasing Department 26,349.00 26,328.04 - 20.96 Personnel 24,671.00 24,647.74 - 23.26 Finance Department 133,779.00 132,812.95 934.65 31.40 Elections 13,470.00 13,466.57 - 3.43 Planning Department 106,318.00 1059456.64 819.72 41.64 Celebrations 32,095.00 31,866.39 201.60 27.01 Municipal buildings 34,095.00 33,691.32 390.16 13.52 City general - Non-departmental 1,581,919.00 1,580,375.66 1,464.54 78.80 Fire Department 1,178,459.00 1,163,162.40 24,170.92 (8,874.32) Weed abatement 420910.00 41,303.74 1,590.00 16.26 Pr*king meters 4,760.00 4,653.04 93.86 13.10 Poil,ce Department 1,844,382.00 1,798,749.03 45,545.69 87.28 Lil�eguard Department 338,112.00 335,237.63 2,807.39 66.98 Civil Defense 10,279.00 10,221.95 31.75 25.30 Building Department 275,666.00 275,306.07 326.96 32.97 Oil field inspection 28,592.00 28,477.96 95.16 18.88 Engineering gin ring Department 382,922.00 375,215.35 7,660.90 45.75 Maintenance Yard #1 80,146.00 79,670.39 435.40 40.21 Building Maintenance 64,037.00 63,999.53 13.64 23.83 Sewer System Maintenance 85,003.00 84,443.24 520.20 39.56 Street Maintenance 313,116.00 312,982.12 93-79 40.09 Street Bridges Maintenance 465.00 462.00 3.00 See accompanying accountants' report and notes to financial statements. i -9- I ,.. CITY OF HUNTINGTON BEACH GENERAL FUND STATEMENT OF EXPENDITURES AND ENCUMBRANCES (COMPARED WITH AUTHORIZATIONS) (Continued) For the year ended June 30, 1969 Expenditures Chargeable Appropriations agai:I:t Encumbrances Actual (After Current and Projects (Over) Under Revisions) Apt opriatiots Authorized Estimated Street trees $ 12Uv531.00 $ 120,393.83 $ 107.91 $ 29.26 Street cleaning 101,601*;1.00 87,215.86 14,431.61 15.53 Street marking 102,944.0 101,078.99 1,827.58 37.43 Street lighting 284,712.00 283,457.17 1,231.98 22.85 Traffic signals 24,431.00 23,322.16 1,079.85 26.99 Urban land planning 43,869.00 430829.37 18.12 21.51 Harbors 58,725.00 58,197.21 489.49 38.30 Storm drainage 3,055.00 1,948.50 1,103.55 2.95 Beach Maintenance 108,436.00 108,379.98 6.50 49.52 Municipal Beach parking lot 18,285.00 17,867.94 404.13 12.93 Administrative maintenance 3,108.00 3,398.89 - 9.11 Municipal Pier 30,317.00 30,135.30 167.02 14.68 West Coast Surfing Championship 12,220.00 12,191.75 28.25 10TAL EXPENDIYORES AND ENCUMBRANCES Z.J86411,00 S 7 J79� 84� 9 114.3 .65 t7. 0) See accompanying accountants` report and notes to financial statements. ^0 -10. ' r y, ,_5.•_ _ '.�t r�•�-k� 7 ' spy_, - 2~r+�t�'r't'11E- .•�.i _ Er �`'�:: ��.�.'ti;E'C:•'.1R i `-+lia � .i s= f -.±. •r.: .ill =5... -. �.. `•' �• '4" 4. ,_•i ,� JWae 30, 1%4 and Plaiiiiiiiiiiiiiiiiied tre+ee,1 - Recreation Dri'w�a Animal lacilitg Facilities Pumat Special Gas LLerna Pea ASSETS Total Fund Fund - Sewer lna,i` a Tam Fund Fund Treasurer's cash $ 3,393,313.81 $ %0,153.67 $ 836,918.70 974,226.46 -' 22,483.31 645,256.65 $ 4,275.02 Accounts receivable 4,097.26 2,172.53 1,653.33 220.00- - - 41.39 Interfund loan receivable 160,000.00 - - 160,000.00 - - - Due from other funds 760.46 760.46 - - Due fv m other nunieipalitiee 21.000.00 21,000.00 - - TOW. ASSETS S 3_579.161.53 S 913_0&5.68 S 854.5?2.03 S I_134:44b.4b: 3 22.48L3-1 S 645, 5F 65 9 4.316.40 LIABILITIES, RESERVES AND SURPLUS Accounts payable $ 170,294.40 $ 22,866.67 $ 25,324.94 $ 3,175.94 $ - $ 1149610.45 $ 4,316.40 Accrued payroll 23,543.66 23.543.66 - - .. - Refundable a►crea8e fees 11,346.00 - - 11,3".00 - - - Miscellaneous deposits 10,402.57 10,402.67 - - - - Due to other funds 22,483.31 - - - 229483.31 - - Interfund loans payable 160,000.t;0 - 160,000.00 - - - - Reserve for amount due from other municipalities 21,000.00 - 21,000.00 - - - Reserve for Bolea Drainage 13,4814.40 - 13,494.40 - - - - ! Reserve for encumbrances, June 30, 1969 206,289.42 13.389.94 17,204.88 - - 175,694.60 - Fund balances 2,940,317-;:? 842_883.74 622,557.81 1s119,924_52 - 354,951.60 - TOTAL LIABILITIES, RESERVES AND SURPLUS $ 3,579_161.53 S 913_086,68 S P59,572,03 3 A-319-40 Se' accompanying accountants' report and notes to financial statements. ^< .. .. .. _ 'r . 's'.� :�4:;•Si:.=`.7c.''.r;' .:.tom"••ir':;`.#G• •ra•::f.� ,l .. i'` _ -�'••_ .- _r. _ ._ _ _ ^ .. ✓"' y r, t `�3. co-.. • ♦ -r- :sk s=`'.' < T•.�, i_=� `C::, T. .�}..,.•5' _ 3' r= �:+f .ter+ - '7 t.,gip' . _ .. '�•h+ ";�'.tat',.�•ir�•' � _$ • . ' .. •, _ —Ts�— _ n� - � .w1. �':t.•�ti. "a. ..� •;•ham .`, •,.`�'„�� - CITY CE R".,zEACR STATEMNT OP C!L'AMS IN'.FM BALANCES - SPECIAL REVENUE FUNDS _ :. For the year ended .Tune 30, 1969 Park and Planned Local Nuadd and Fecreation Draiaage Ani>rsl Promotion Facility Facilities Traffic Park-.1mg Auto in Liau Special license Total Fund Fund Fund" Seger Fund SafetT Fund Meter Fused Tax Fund Gas Tax Fund Too Fund BALANCE, JULY 1, 1968 $ 2,ii',709.88 $ - $ 261,535.13 $ 913,437.86 $ 1,021,854.99 $ - $ - $ - $ 280,881.90 $ - ADD: Revenue 3,573,913.88 59,782.52 1,052,338.75 :53,361.69 196,665.26 195,656.18 34,076.31 726,717.68 895,249.07 60,066.42 Transfers from other funds 7,3717.33 - - - - - - - 7,337.33 - Reserve for encumbrances, June 30, 1968 47,345.00 - 47,345.OD - - - - - - - Adjustment of prior year's t revenue and 645.36 - 157.08 'expenditures 66, - - 66,488.28 TOTAL BALANCE AND ADDITIONS 6,172,951.45 59,782.52 13361 ,375.96 1.2662799.55 1,218,520.25 195.651j.18 34,076.31 726,717.68 1,249,956.58 60,066.42 DEDUCT: Expenditures 1,688,794.07 - 456,517.03 627,036.86 f 98,595.73 - - - 451,440.76 55,203.69 Transfers to other funds 1,237,095.42 59,782.52 - - - 195,656.18 34,076.31 726,717.68 216,000.00 4,862.73 Adjustment of prior years' transfers to General Fund 51,869.6 2 - - - - - - - 51,869.62 - Reserve for encumbrances .Tune 30, 1969 206,289.42 - 13,389.94 17,204.88 - - - - 175,694.60 - Adjustment of prior year's expenditures 48,585.25 48,585.25 - - TOTAL DEDUCTIONS 3,232,633.78 59,782.52 518,492.22 644,241.74 98,595.73 1.954656.18 34,0`r6.31 726,717.68 895,004.98 60,066.42 BALANCE, JUNE 30, 1969 S 2.940 31 .67 - S 842,883.74 S 522.SST.81 S 1.119.424.52 S - S - S - S 354.951.6Q S a See accompanying accountants' report and notes to financial statements. lu ,. • .ti 1 .4 _ h ti "L .. � r'F' -f ; R' s ii .4...• ` a�C _ }•.t. t IF c `17; Tlz •,crii or. 4jwzwraww WACIN SPECIAL. RZVENU FUMS �- For the year wAW .tune 30, lab9 .Piaaaid - Park and Local Music and Recreation Drainage Asian Promation Facility Facilities Traffic Partiza &,to in Liau Special License Total hsmd Fund Fund Sewer Puad Safety Futrd YAter Fund es_F 4 Can Tax Yitud Fee Pod Property taxes $ 585,450.55 $ 59,782.52 $ 525,668.03 Royalties and easements 496.93 - 496.93 - - - - - - Recreation Departmnt fees and charges 75,143.09 - 75.143.09 - - - - - - - Rental - - - - - - - - Sever permits 103,929.10 - - - 103,929.10 - - - - - Parting lots - - - - - - - - Interest 120,339.97 - 20,002.13 49,974.03 .1 50,363.81 - - - - - Local asse3smenta 336,942.34 - - 294,569.99/ 42,372.35 - - - - - ithiele code fines 195,656.18 - - - - 195,656.18 - - - Parking meter collections 34,076.31 - - - - - 34,076.31 - - - Motor vehicle license Fees 726,717.68 726,717.69 - - - - - - State gasoline taxes 895,249.07 895,249.07 Animal licenses 60,066.42 - - - - - - - - 60,066.42 Subdivision licenses 314,029.00 - 314,029.00 - - - - - - - Unit lot fees 116,745.84 - 116,745.84 - - - - - - - Other revenue 9,0771.40 - 253.73 82817.67 - - - - 7n^AL S 3.57_ .913,$8 . 87.E ;�L.052_338.T5 S 353.361. 9 $ t96_665.26 S 19�_65 .18 9 '•34_D76.31 S 72i5_9M_6B S 895.�49 47 S Gd_466. 2 See accowpanying accountants' report and nott`c to financial stateseute. - • .. - _ - '�'• Mom:_ ..e`�,''.--I'd;`µ- �•- '�,ax :`�• v =�` .�... .r _L:`�" - _ - ss?.:y} a .-�•-,•:-`F�'*ti:_ti•-.`%» �7� _"'. .: ,tip .•s. ,�: �•�` .— CITY or HUNTINGTON BEACH SPECIAL REVENUE FUNDS SIATENENT OF EXPENDITURES AND ENCUMBRANCES (COMPARED WITH AU111ORIZATIONS) I'or the year ended June 30, 1969 Encumbrances Actual and Projects (Over) Under Approeriated Expended Authorized Estimated Park and Recreation Facility Fund 13 IM% 5 0�,p Planned Local Drainage Fund 300.2OQ.00 ,4i 3 17.204.88 $ 344.24E 74) Sewer Fund S 98.595.73 S 121� 4.27 Special Gas 'Pax Fund S 502.000-0 $ 14 11!!AQ_.76 _ JJ S(127.1 5,36) Animal License Fee Fund $ 45.0 0.00 S 55.2Q3.69 .$ S (10.203.69) i i I Ii IJ II I i ' See accompanying accountants' report and Notes to financial statements. I i j .14- i CITY OF HUNTINGTON BEACH STATEMENT OF REVENUE (ESTIMATED AND ACTUAL) For the year ended June 30, 1969 I i CAPITAL OUTLAY FU11D Actual over or (Under) Estimated Actual Estimate Property taxes $ 261,287.00 $ 2649182.94 $ 2,895.94 Interest income 20,000.00 16,699.15 (3,300.85) Unsecured taxes 21,338.00 22,312.19 974.19 Prior year taxes 3,948.00 12,616.82 8,668.82 Interest and penalties 1,128.00 1,337.72 209.72 Other 562.53 562.53 TOTAL, S 307.701.00 317.7 �35 10.0 LIBRARY FUND Property taxes $ 319,737.00 $ 324,145.48 $ 4,408.48 Fines and fees 10,000.00 10,741.31 741.31 !'1+ Earned discounts 50.00 26.24 (23.76) Unsecured taxes 11,929.00 12,481.38 552.38 Prior year taxes 2,209.00 7,057.81 4,848.81 Interest and penalties 631.00 1.470.83 839.83 TOTAL S 344„�56�QG $ 355.923_ ,- 11�,367b5 1955 WATER BOND INTEREST AND REDEMPTION FUND :roperty taxes $ 44,314.00 $ 44,796.24 $ 482.24 Interest income 3,000.00 8,668.79 5,668.79 Unsecured taxes 2,428.00 22531.88 103.E8 Prior year taxes 448.00 1,431.70 983.70 Interest and penalties 128.00 212.85 84.85 TOTAL $ 50.31$.OQ ,$ 57.641.46 S 7.323.46 See accompanying accountants' report and notes to financial statements. -15- CITY OF HUNTINGTON BEACH STATEMENT OF EXPENDITURES AND ENCUMBRANCES (COMPARED WITH AUTHORIZATIONS) For the year ended June 30, 1969 CAPITAL OUTLAY FUND Expenditures Chargeablc Against Encumbrances Actual Appropriations Current and Projects (Over) Under (As Revised) Appropriations Authorized Es.imated Treasurer's Office $ 341.87 Attorney's Office 17,819.24 Cleric's Office 965.31 Finan--e Department 5,219.08 Promotional 974.54 Civic Buildings 30,127.14 Civic improvements 676.42 Equipment 10,949.22 Fire Department 130,448.10 Police Department 39,860.88 Lifeguard equipment 18,550.67 Beach maintenance 23,634.25 Beach parking 1,304.75 Pier facilities 67,086.64 r" Building Department 14,766.90 Engineering Department 3,720.84 Maintenance yard 106,4 20.38 i Sewer maintenance 6,123.(1. Flood control 189.00 Street maintenance 16,095.07 Street trees 4,095.66 Street cleaning 17,187.05 Street lighting 4,206.09 TOTAL 5IQ 24L2.74 99 W, 90.91 $.0-41-97 ) i I i i See accompanying accountants' report and notes to financial statements. i 14 t -16- I ,, I CITi OF HUNTINGTON BEACH STATEMENT OF EXPENDITURES AND ENCUMBRANCES (COMPARED WITH AUTHORIZATIONS) For the year ended Juna 30, 1969 LIBRARY FUND Expenditures Chargeable Against Encumbrances Actual Appropriations Current and Projects (Over) Under (As Revised) Appropriations Authorised Estimated Salaries $ 185,107.00 $ 181,217.57 $ - $ 3,889.43 Materials and supplies 9,955.00 8,504.90 824.62 625.48 Books 116,480.00 74,203.05 40,632.51 1,644.44 Utilities 3*194.00 3,192.98 - 1.02 Telephone 2,760.00 2,199.94 - 560.06 Book repairs and binding 3,720.00 1,303.21 2,424.00 2.79 i Building maintenance 3,898.00 3,896.32 1.68 Equipment maintenance 720.00 386.17 333.83 y Vehicle operation 1,900.00 1,627.48 272.52 Conference expense 765.00 763.59 1.41 Capital outlay 16.958.00 13,949.46 756.74 20251.80 Dues 208.00 - 208.00 Miscellaneous 1,500.00 589.48 782.11 128.41 TOTAL 347.175.00 $ 291=�8�4,15 , .45,419. A .94 22 I I� i See accompanying accountants' report and notes to financial statements. -17- i i ,.. CITY OF HUNTINGTON BEACH BALANCE SHEETS - WATER UTILITY FUNDS June 30, 1969 1963 Water Revenue Bond Interest and 1963 Water Water Redemption Revenue Bond ASSETS UtilitX Fund Fund Reserve Fund Total Treasurer's cash $ 852,289.98 $ - - $ 8520289.98 Cash and investments with fiscal agent - 79,276.16 215,545.00 294,821.16 Accounts receivable 115,503.31 - - 115,505.31 Due from other funds 47.25 - - 47.25 Deposits 29,269.00 - - 29,269.00 Utility plant in service (less accumulated dep- reciation of $909,069.78 - Note 1) 14,115,1134.13 14,115,134.13 TOTAL - SSETS 515.112.245,E 79,276.16 S 215. G5.00 S15.407.066. LIABILITIES, RESERVES AND FUND BALANCE �1 Accounts payable $ 160,757.74 $ - $ - $ 160,757.74 Accrued payroll 4,953.96 - 49953.96 Accrued bond interest, 1963 water bonds - 21,929.30 - 21,929.30 Matured interest payable - 4,013.50 - 4,013.50 Due to other funds 575,186.06 - - 575,186.08 Interfund loans payable 26,085.93 - - 26,085.93 Reserve for encumbrances 21,027.65 - - 21,027.65 Reserve for payment of general obligation bonds 420,000.00 - - 420,000.00 Bonds payable in future years 3,566,666.64 53,333.36 - 3,620,000.00 Contributions in aid of construction (Note 1) 8,373,398.45 - - 8,373,398.45 City contributions to water fund 92,607.51 - - 92,607.51 Fund balance 1,871,561.71 215,.545._00 2,087,106.71 TOTAL LIABILITIES, RESERVES AND FUND BALANCE $15.112,243.67 -$ 79.276.16 $ 215.545.00 ,,$15L 4�7.0 ---- I . + See accompanying accountants' report and notes to financial statements, -18- CITY OF HUNTINGTON BEACH STATEMENT OF CHANGES IN FUND BALANCES - WATER UTILITY FUNDS For the year ended June 30, 1969 1963 Water Revenue Bond Interest and 1963 Water Water Utility Redemption Revenue Bond Fund Fund Reserve Fund Total BALANCE, JULY 1, 1968 $ 1,450,652.66 $ - $ 206,726.25 $ 1,657,378.91 ADD: Net income 386,236.38 - - 386,236.38 Interest income - - 8,318.75 8,818.75 Adjustment in reserve for general obligation bonds 66,850.00 - - 66,850.00 Reserve for encumbrances, July 1, 1968 1,308.41 - - 1*308.41 Prior year adjustment to fixed assets 1,342.11 _ - 1,342.11 TOTAL BALANCE AND ADDITIONS 1.906.389.56 _ 215;545.00 2,I21.934.56 f DEbUCT: Reserve for encumbrances, June 30, 1969 21,027.65 - - 21,027.65 Adjustments to prior year's revenue 13i 800.20 13 800.20 TOTAL DEDUCTIONS 34,827.85 342827.85 BALANCE, NNE 30, 1969 .fit 871.5¢1.71 S S 215_545.00 8.0 7.106.71 See accompanying accountants' report and notes to financial statements. -19- CITY OF HUNTINGTON BEACH WATER UTILITY FUND i� STATEMENT OF INCOME I For the year ended .Tune 30, 1969 k OPERATING REVENUE•': Metered sales $ 1,459,012.97 Unmerered saLes 10471.10 Muni.cipal sales 5,372.28 Construction sales 10,207.33 • Irrigation sales 786.70 TOTAL OPERATING REVENUE 1.476.850.38 OPERATING EXPENSES: source of supply: Operation $ 1,657.95 Maintenance 320.59 Purchased water 225,889.26 227,867.80 Power and pumping: Operation 6,452.91 Purchased power 49,136.75 Maintenance 2,205.17 Pumping tax _ 152,324.66 2109119.49 Water treatment: Operation 12,636.20 ,.� Plant maintenance 312.46 12,948.66 Transmission and distribution: Operation 3,573.55 Maintenance 2*.0,385.07 j Hydrant• maintenance 5,473.16 Valve maintenance 5,843.62 Service maintenance 2,661.62 Meter test and repair 20,911.96 Other 3,482.11 68,331.09 Customer accounting: ^�~ Meter reading 10,221.27 Billing 60,572.93 Collection expense 5,861.74 Other _ _ _ 328._16 76,984.10 Administration and general expense: Supervisory salaries 15,424.52 Conferences and conventions 422.15 Office supplies 193.34 Utilities 8,018.33 Retirement 8,736.47 Maintenance 6.60 Uniform allowance 154.89 Dues and memberships 6.00 32,962.35 See accompanying accountants' report and notes to financial statements. -20- i CITY OF HUNTINGTON BEACH WATER UTILITY FUND STATEMENT OF INCOME (Continued) For the year ended June 30, 1969 OPERATING EXPENSES: (Continued) • Other expense: Refund .. SCW contract $ 8,666.99 Lease - San Joaquin Reservoir 1.01,703.02 Vehicle operation and maintenance 6,645.01 Depreciation (Note 1) 301,375.88 Logal expense 4,132.72 Other 3,473.83 �S 425,997i 45 TOTAL OPERATING EXPENSES 1,035,210..94 OPERATING INCO:.:' 421,639.44 NON-OPERATING REVENUE: Tract fees 48,796.99 Acreage service fees 209114.37 Fire hydrant rentals 29*700.00 New services 22,232.11 Reimbursable services 2,350.00 • Interest earned 23,644.14 Diucounts earned 203.21 Other 7,883,83 TOTAL NON-OPERATING REVENUE 154,924.65 LESS NON-OPERATING EXPENSE: Fiscal agent fees 1,172.78 Interest transferred to General Fund on G. 0. Bonds 11,725.00 Interest on 1963 Revenue Bonds 132,525.32 I� Payments to City in lieu of taxes 44,306.11 i Other 598.50 TOTAL NON•OPERATING EXPENSE 1902327.71 NET NON-OPERATING EXPENSE 35,403.06 NET INCOME S 386 z36.38 See accompanying accountants' report and notes to financial statements. �2l« Y CITY OF 11UNTIFGTON BEACH NOTE TO FINANCTAL STATEMENTS June 30, 1969 1. The Water Utility Plant in Service is composed of the following assets: Accumulated Net • Cost Depreciation Hook Value Assets acquired by City at cost $ 6,796,695.89 $ 684,420.99 $ 69112,274.90 Assets contributed to City by subdivideru, at appriased value as estimated by City personnel 3,227,508.02 224,648.79 8,002,859.23 TOTAL 1 S 024.203.91 1069 a A-11 4.13 2. The outstanding bonded debt of the City consists of the following: 1955 General Obligation Water Bonds with interest rates, 2% to 3%. Maturing annually on August 1 in installments of $35,000 to 1980 $ 420.000.00 1963 Water Revenue Bonds, Series A, 3.25`J, to 4.75%. Maturing annually on November 1 in installments as follows: 1969 $ 80,000 1984-85 $ 320,000 1970-71 180,000 1986 170,000 1972-73 200,000 1987-88 360,000 1974-76 330,000 1989 190,000 1977-78 240,000 1990 200$000 1979-80 260,000 1991 210,000 1981 140,000 1992-93 40,000 1982-83 300,000 TOTAL .620 D0.0O See accompanying accountants' report. A -22- • I SUPPLEMENTARY 1ITFOWATION i i i I CITY OF HUNTINGTON BEACH SUPPLEMENTARY INFORMATION i TREASURER'S CASH AND SHORT TERM INVESTMENT: Treasurer's cash and investment balances at June 30, 1969 consist of the following: Demand Deposits: Security First National [lank: General Account $ 282,024.09 Water Account 100,243.72 United California Bank: General Account 9,402.Ot Special Assessment Fund 6,655.45 Treasurer's Trust Fun:l 89,430.26 Total Demand Deposits $ 487,755.53 Time Deposits: Security First National Bank 2,343,071.48 United California Bank 1,300,000.00 Bank of America 1,100,000.00 Crocker-Citizens National Bank 975,000.00 Southern California First National Bank 1,075,000.00 U. S. National Bank —_1,075,000.00 Total Time Deposits 7,868,071.48 U. S. Tr::asury Bill, at cost 283,445.83 TOTAL TmNSURER'S CASH It is required by the Government Code that banks holding funds of pub- lic entities pledge with a trustee agency collateral. in the amount of 110% of the public funds on deposit. We determined by direct correspondence with the trustees of each of the City's depositories that adequate collateral had been pledged. REVENUE: • Revenue of the General Fund totalled $6,958.944.68 for the year ended June 30, 1969, an increase of $1,456,905.42 ever the previous year. A compar- ative su=.ary statement of revenue follows: ' See accompanying accountants' report. r � -23- f t Increase 1967-68 1968-69 _ (Decrease, •f'�► $ 2,495,796.01 $ 2,864,690.64 $ 368,894.63 Property taxes 39,109.68 48,064.39 8,954.71 Water utility iu lieu taxes 154,345.08 193,970.80 39,625.72 Franchise Sales and use taxes ? ,016,862.77 1,350,060.80 333,19E3. 3 26,064.20 27,220.42 1,156.22 Occupancy tax 232,469.07 319,525.15 87,056.08 Cigarette tax 142,169.99 1.56,534.03 14,364.04 Business licenses 482 300.64 51.9,495.84 37,195.20 Other licenses and permits Pier and rentals and parking - - lot collections 28,103.61 58,789.75 30,686.14 Real property transfer tax Engineering, inspection and 193,640.78 238,541.50 44,900.72 plan check fees 691,177.43 1,182,051.36 490,873.93 All other sources -- -- TOTAL REVENUE 5 0 ` •2 ��'` f - 1963 WATER RFvF.NUE BONDS: Water revenue bonds in the amount of $5,700,000.00 were approved by the vote--s at an election held April 30, 1963, and on November 1, 1963, the City sold 1 a portion of the bonds amounting to $3,750, OOO.00- ' +► Under the provisions of Resolution #1644, certain cash accounts were established to assure the proper disposition of bond proceeds and provide for the I repayment of such bonds in a systematic manner. Payments may be made from these i acca:.acs only as provided by law and the resolution mentioned above. Security i � pacific National Bank, Main Office, Los Angeles is fiscal agent for these bonds. i 1963 WATER REVENUE BOND INTEREST AND REDEMPTION FUND: payments from this fund are restricted for payment of bond interest and principal of tihe water revenue bonda. The bond resolution requires that the fiscal agent set aside out of the t,ond revenue fund at least cne-sixth of the semi-annual interest maturity each month and at least one-twelfth of the bond principal that will mature and be pay- able within the ensuring year. r•`� See accompanying accounta.its' report. -24- 1963 BOND RESERVE FUND: ?w� From the proceeds of the bond issue an amount of $175,000.00 (a aura equal to the maximum annual debt service) was required to be set aside in a i Bond Reserve Fund. 11his fund is restricted solely to the payment of principal f i and interest on the bonds in the event that sufficient monies are not available � from the Bond Interest and Redemption Fund. Any monies used out of the Bond Reserve Fund for purposes within its restrictions, are to be repinced immed- iately rrom the Bond Surplus or the Bond Revenue Fund. I i See accompanying accountants' report. -25- 4