Loading...
HomeMy WebLinkAboutACFR 1991 CITY OF MOORPARK c,.6;,410/kot. .tarow mos,: • rep ,J$.0 / r ANNUAL FINANCIAL REPORT Year Ended June 30, 1991 CITY OF MOORPARK ANNUAL FINANCIAL REPORT June 30, 1991 TABLE OF CONTENTS Page Report of Independent Auditors 1 General Purpose Financial Statements at June 30, 1991 and for the year then ended: Combined Balance Sheet-All Fund Types and Account Group 2 Combined Statement of Revenues,Expenditures and Changes in Fund Balances - All Governmental Fund Types 3 Combined Statement of Revenues and Expenditures -Budget and Actual- General and Special Revenue Funds 4 Notes to General Purpose Financial Statements 5 Schedule Additional Financial Information at June 30, 1991 and for the year then ended: Special Revenue Funds: Combining Balance Sheet 1 14 Combining Statement of Revenues,Expenditures and Changes in Fund Balances 2 19 Combining Statement of Revenues and Expenditures - Budget and Actual 3 26 Capital Projects Funds: Combining Balance Sheet 4 38 Combining Statement of Revenues,Expenditures and Changes in Fund Balances 5 39 ElERNST&YOUNG ■Warner Corporate Center ■I'hone: 8,.. ,.,3 4700 21100 Victory Boulevard #1000 i\: 818 347 9235 Woodland I lily California 91 367-25 3 3 REPORT OF INDEPENDENT AUDITORS Honorable City Council City of Moorpark, California We have audited the accompanying general purpose financial statements of the City of Moorpark, California(City) as of June 30, 1991, and for the year then ended, as listed in the accompanying table of contents. These general purpose financial statements are the responsibility of City management. Our responsibility is to express an opinion on these general purpose financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall general purpose 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 present fairly,in all material respects,the financial position of the City of Moorpark, California, at June 30, 1991, and the results of its operations for the year then ended in conformity with generally accepted accounting principles. Our audit was made for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The combining financial statements listed as additional financial information in the table of contents are presented for purposes of additional analysis and are not a required part of the general purpose financial statements of the City of Moorpark, California. Such additional financial information 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. January 9, 1992 / , 1 CITY C OORPARK COMBINED BALANCE SHEET ALL FUND TYPES AND ACCOUNT GROUP June 30, 1991 Fiduciary Governmental Fund Types Fund Type Totals(memorandum only) Special Capital General General revenue projects Fixed Assets ASSETS Fund funds funds Agency Fund Account Group June 30, 1991 June 30,1990 Cash and investments(Note 3) $ 4,825,528 $ 17,511,074 $ 296,602 $ 752,523 $ - $ 23,385,727 $ 21,117,490 Accounts and interest receivable 385,169 666,819 10,915 32,518 - 1,095,421 599,614 Due from Redevelopment Agency 268,785 - - - - 268,785 190,117 Due from other funds(Note 1) 1,603 133,691 782 - - 136,076 282,903 Property and equipment(Notes 1 and 5): Land - - - - 6,838,062 6,838,062 6,838,062 Buildings and structures - - - - 1,630,978 1,630,978 1,566,990 Improvements other than buildings - - - - 818,835 818,835 734,230 Office furniture and equipment - - - - 422,998 422,998 400,413 Other equipment - - - - 268,527 268.527 122,852 $ 5,481,085 $ 18,311,584 $ 308,299 $ 785,041 $ 9,979,400 $ 34,865,409 $ 31,852,671 LIABILITIES AND FUND EQUITIES Liabilities: Accounts payable and accrued liabilities,including compen- sated absences(Note 1) $ 695,355 $ 579,555 $ 9,332 $ 98,014 $ - $ 1,382,256 $ 1,369,061 Deposits,principally from developers(Note 1) - - - 687,027 - 687,027 1,537,879 Deferred revenue - 1,169,275 - - - 1,169,275 - Advances payable to General Fund - - 268,785 - - 268,785 190,117 Due to other funds(Note 1) 782 135,294 - - - 136,076 282,903 Total liabilities 696,137 1,884,124 278,117 785,041 - 3,643,419 3,379,960 Commitments and contingencies(Notes 7 and 9) Fund equities: Investment in general fixed assets - - - - 9,979,400 9,979,400 9,662,547 Fund balances(deficit): Reserved for advances to Redevelopment Agency 268,785 - - - - 268,785 190,117 Reserved for contingency - - 263,388 - - 263,388 - Reserved for receivables due after one year,net - 150,000 - - - 150,000 - Unreserved: Designated(Note 6) 1,021,682 985,000 - - - 2,006,682 1,602,641 Undesignated 3,494,481 15,292,460 (233.206) - - 18,553,735 17,017,406 Total fund equities 4,784,948 16.427,460 30,182 - 9,979,400 31,221,990 28,472.711 $ 5,481,085 $ 18,311,584 $ 308,299 $ 785,041 $ 9,979,400 $ 34,865,409 $ 31,852,671 See accompanying notes to general purpose financial statements. 2 CITY C :OORPARK COMBINED STATEMENT OF REVENUES,EnrEADITURES AND CHANGES IN FUND BALANCES ALL GOVERNMENTAL FUND TYPES Year ended June 30, 1991 Governmental Fund Types Totals(memorandum only) Special Capital General revenue projects Year ended Fund funds funds June 30. 1991 June 30,1990_ Revenues: Property taxes $ 1,267,732 $ - $ 263,388 $ 1,531,120 $ 1,155,681 Sales taxes 848,166 - - 848,166 903,496 Other taxes 50,289 404,066 - 454,355 433,597 Motor vehicle license fees 938,247 - - 938,247 876,994 Utility franchise fees 332,478 - - 332,478 225,928 Building and safety fees - 4,161 - 4,161 27,997 Planning and public works fees 4,880 1,123,386 - 1,128,266 744,311 Subventions and grants 16,571 1,217,922 - 1,234,493 959,679 Maintenance assessments 50,000 996,698 - 1,046,698 1,109,988 Park d:velopment fees - - - - 97,223 Charges for current services - 117,462 - 117,462 203,448 Fines and forfeitures 19,926 115,242 - 135,168 116,905 Interest 403,730 1,312,217 10,567 1,726,514 1,667,660 Miscellaneous 33,929 35,649 - 69,578 125,988 Total revenues 3,965,948 5,326,803 273,955 9,566,706 8,648,895 Expenditures: Current: General government 998,981 54,385 42,458 1,095,824 960,745 Public safety 1,829,698 57,385 - 1,887,083 1,621,378 Public services 97,566 1,762,173 8,061 1,867,800 1,483,208 Parks and recreation 201,853 386,580 - 588,433 520,906 Interest - - 15,669 15,669 20,117 Capital outlay 203,740 1,573,081 52.650 1,829,471 1,765,924 Total expenditures 3,331338 3.833,604 118,838 7.284.280 6,372,278 Excess of revenues over expenditures 634,110 1,493,199 155,117 2,282,426 2,276,617 Operating transfers from(to)other funds,net (101,029) 45,567 55.462 - - Excess of revenues and net operating transfers over expenditures 533,081 1,538,766 210,579 2,282,426 2,276,617 Fund balances(deficit),beginning of year 4,251,867 14,738,694 (180,397) 18,810,164 16,533,547 Increase in fund balance reserved for receivables due after one year,net - 150,000 - 150,000 - Fund balances,end of year $ 4,784,948 $ 16,427,460 $ 30,182 $ 21,242,590 $ 18,810,164 See accompanying notes to general purpose financial statements. 3 CITY 0 OORPARK COMBINED STATEMENT OF REVENUES AND EXPENDITURES-BUDGET AND ACTUAL(NOTE 2) GENERAL AND SPECIAL REVENUE FUNDS Year ended June 30, 1991 General Fund Special revenue funds Totals(memorandum only) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able BudgetActual able) Budget Actual able Revenues: Property taxes $ 1,214,750 $ 1,243,556 $ 28,806 $ - $ - $ - $ 1,214,750 $ 1,243,556 $ 28,806 Sales taxes 950,000 848,166 (101,834) - - - 950,000 848,166 (101,834) Other taxes 66,360 74,465 8,105 349,600 404,066 54,466 415,960 478,531 62,571 Motor vehicle license fees 932,000 938,247 6,247 - - - 932,000 938,247 6,247 Utility franchise fees 224,000 332,478 108,478 52,000 - (52,000) 276,000 332,478 56,478 Building and safety fees - - - 520,000 4,161 (515,839) 520,000 4,161 (515,839) Planning and public works fees - 4,880 4,880 296,940 1,123,386 826,446 296,940 1,128,266 831,326 Subventions and grants - 16,571 16,571 1,360,953 1,217,922 (143,031) 1,360,953 1,234,493 (126,400) Maintenance assessments - 50,000 50,000 1,841,854 996,698 (845,156) 1,841,854 1,046,698 (795,156) Park development fees - - - 95,000 - (95,000) 95,000 - (95,000) Charges for current services 1,400 - (1,400) 203,610 117,462 (86,148) 205,010 117,462 (87,548) Fines and forfeitures 19,800 19,926 126 120,000 115,242 (4,758) 139,800 135,168 (4,632) Interest 230,500 403,730 173,230 1,298,685 1,312,217 13,532 1,529,185 1,715,947 186,762 Miscellaneous 16,500 33,929 17,429 - 35,649 35.649 16,500 69.578 53.078 Total revenues 3,655,310 3,965,948 310,638 6,138,642 5,326,803 (811,839) 9,793,952 9,292,751 (501,201) Expenditures: Current: General government 1,047,190 998,981 48,209 78,080 54,385 23,695 1,125,270 1,053,366 71,904 Public safety 1,946,014 1,829,698 116,316 62,888 57,385 5,503 2,008,902 1,887,083 121,819 Public services 109,276 97,566 11,710 2,258,307 1,762,173 496,134 2,367,583 1,859,739 507,844 Parks and recreation 243,288 201,853 41,435 401,155 386,580 14,575 644,443 588,433 56,010 Capital outlay 834.905 203.740 631.165 5.184,895 1.573.081 3.611.814 6,019.800 1,776,821 4.242.979 Total expendi- tures 4.180,673 3.331,838 848.835 7,985,325 3,833.604 4351.721 12,165.998 7.165.442 5.000,556 Excess(deficiency)of revenues over expenditures (525,363) 634,110 1,159,473 (1,846,683) 1,493,199 3,339,882 (2,372,046) 2,127,309 4,499,355 Operating transfers from (to)other funds,net (68.244) (101.029) (32.785) 68,244 45.567 (22,677) - (55.462) (55.462) Excess(deficiency)of revenues and net operating transfers over expenditures $ (593,607) $ 533,081 $ 1,126,688 $ (1,778,439) $ 1,538,766 $ 3,317,205 $ (2,372,046) $ 2,071,847 $ 4,443,893 See accompanying notes to general purpose financial statements. 4 CITY( DORPARK NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS June 30, 1991 1. Summary of significant accounting policies (Redevelopment Agency),a separate legal entity,over which the City Council The City of Moorpark (the City) accounts for its financial position and exercises significant oversight responsibility and authority. The operations in accordance with generally accepted accounting principles Redevelopment Agency is included based on its financial interdependency, applicable to governmental units. Accordingly, the City uses several funds the absence of authoritative independence of its officials and the significant and an account group described below. ability of the City Council to influence the Redevelopment Agency's operations and fiscal matters. Fund types and account group A fund or account group is an accounting entity with a self-balancing set Basis of accounting of accounts established to record the financial position and results of Governmental fund types use a modified accrual basis of accounting. operations of a specific governmental activity. The City maintains the Revenues are recognized when available and measurable. Revenues which following fund types and account group: are accrued include property taxes,sales taxes collected by the State on behalf of the City prior to year end, certain other intergovernmental revenues and Governmental fund types, which include the General Fund, special interest. In accruing intergovernmental revenues, such as grants and state revenue funds and capital projects funds,are used to record the general subsidies, the legal and contractual requirements are used as guidance. operations of the City. Revenues which are not considered susceptible to accrual include motor vehicle license fees, certain other licenses and fees, fines, forfeitures and Fiduciary fund type (Agency Fund), which is used to account for assets penalties. Expenditures are recorded when the liability is incurred. held by the City as an agent for individuals, organizations and other funds. The Agency fund is custodial in nature (assets equal liabilities) Interfund transactions and does not involve measurement of operations. In the course of normal operations, transactions occur among various City funds. Operating transfers(recurring)are recorded by the receiving fund General Fixed Assets Account Group,which is used to account for as transfers-in and as an addition to fund balance. Such transfers are recorded property and equipment purchased or received by the governmental fund by the disbursing fund as transfers-out and a reduction of fund balance. types. The combined financial statements include total columns which aggregate the financial statements of the various fund types and account group. The columns are designated "memorandum only" because the totals are not comparable to a consolidation in that interfund transactions are not eliminated. Reporting entity The accompanying combined financial statements include all accounts of the City and the Redevelopment Agency of the City of Moorpark 5 CITY IOORPARK NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS June 30, 1991 1. Summary of significant accounting policies(Coned.) A summary of interfund due to/from accounts at June 30, 1991 follows: Interfund transactions(cont'd.) Operating transfers during the year ended June 30, 1991 include the Due from Due from Due from special capital Due to special following: General Fund revenue funds projects funds revenue funds General Fund: Operating transfers to(from) 1986 Park Bond Act $ - $ 1,603 $ - $ - Special Capital Totals Redevelopment General revenue project (memorandum Agency - - 268,785 - Fund funds funds only) Special revenue funds: Operating transfers(to) Park Development - 16,440 - - from: Los Angeles Avenue General Fund $ - $ 45,567 $ 55,462 $ 101,029 AOC - 117,251 - - Special revenue funds: - Tierra/Rejada Spring Community Center 12,500 - - 12,500 Road AOC 117,251 Landscape and - (7,153) - (7,153) Senior Center Bond Lighting Act - - - 16,440 Los Angeles Avenue Capital projects funds: AOC - 7,153 - 7,153 City Hall Building 782 - - - Solid Waste (58,067) - - (58,067) $ 782 $ 135,294 $ 268,785 $ 133,691 Capital projects funds: City Hall Building (55.462) - - (55.462) $ (101,029) $ 45,567 $ 55,462 $ - Property taxes The duties of assessing and collecting property taxes are performed by Due to/from accounts are primarily related to advances made by the the Ventura County Assessor and Tax Collector, respectively. The City General Fund to various special revenue and capital projects funds and the receives an allocation of property taxes collected by the County with respect Redevelopment Agency. Advances to special revenue and capital project to property located within the City limits. The Redevelopment Agency funds are current and will be repaid from the receipt of grant funds and future receives incremental property taxes on property within its project area over a revenues. Advances to the Redevelopment Agency are due on demand,or on base assessed valuation on the date the project area was established. Tax June 30, 1994 if demand is not made,and accrue interest at the Local Agency levies cover the period from July 1 to June 30 of each year. All tax liens attach annually on the first day in March preceding the fiscal year for which Investment Fund rate compounded monthly. These advances are fully reserved in the General Fund as the amount is not likely to be available to the taxes are levied. Taxes are levied on both real and personal property as it finance current operations. Several of the affected taxing entities have filed exists on that date. actions in the Ventura County Superior Court to invalidate the Redevelopment Agency's Redevelopment Plan. If the Redevelopment Agency's Redevelopment Plan is invalidated, the Redevelopment Agency could be required to return the tax increment revenues it has received. Accordingly, tax increment revenues will be restricted in use until the litigation is resolved. 6 CITY OORPARK NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS June 30, 1991 1. Summary of significant accounting policies(Cont'd.) of taxes are set by the City Council within State limitations. The legally Property taxes(cont'd.) adopted budget requires that expenditures not exceed appropriations in total Secured property taxes are levied against real property and are due and for each fund. The budgetary basis of accounting is consistent with generally payable in two equal installments. The first installment is due on November 1 accepted accounting principles applicable to the City's financial statements. and becomes delinquent if not paid by December 10. The second installment The Council is authorized to make and has made appropriation is due on February 1 and becomes delinquent if not paid by April 10. adjustments to the budget during the year as deemed necessary. Such Unsecured personal property taxes are due on July 1 each year. These taxes adjustments are included in the budget amounts in the accompanying become delinquent if not paid by August 31. combined financial statements. Appropriations lapse at year end. The City records property tax revenues in the fiscal year to which they For the year ended June 30, 1991,actual expenditures exceeded budgeted are due rather than at the related lien date. Delinquent property taxes at year amounts for certain special revenue funds as follows: end (June 30), if any, are reserved to the extent they are deemed to be uncollectible within 60 days thereafter. Local Transportation Transit Fund $ 530 Park Maintenance Fund 7,971 Property and equipment 1986 Park Bond Act Fund 1,000 Acquisitions of property and equipment are recorded as expenditures in governmental fund types at the time of purchase. These assets, when over The amounts resulted from expenditures related to revenues which were $500 each,are capitalized at cost in the General Fixed Assets Account Group. greater than or equal to amounts budgeted in those funds. The revenues Contributed assets are recorded at fair market value at date of donation. covered the increased expenditures and did not create or increase deficit fund Expenditures for infrastructure(roads,curbs,sidewalks,etc.)normally are not balances in those funds. capitalized as such assets are immovable and generally of value only to the City. No depreciation is provided for assets capitalized in the General Fixed 3. Cash and investments Assets Account Group. Cash and investments of the City are pooled for deposit and investment purposes.Interest earned on pooled investments is credited to the funds based Deposits on each funds'average deposit balance. At June 30, 1991,the total cash and Deposits principally consist of amounts collected from developers for investments balance comprised the following: services to be rendered by the City,including engineering plan checks and Carrying amount inspections and planning review services. The City recognizes appropriate amounts as revenue when the services are performed and the corresponding Cash in banks-insured by FDIC $ 2,876,219 expenditures are incurred. Cash in banks-collateralized with securities held by an agent but not 2. Budgetary information in the City's name 2,852,415 The City Council adopts a formal budget at the beginning of the City's Other investments,at cost 17,657,093 fiscal year providing for operations and capital expenditures of the City's $ 23,385,727 General Fund and special revenue funds. Budgetary controls and the levying 7 CITY C )ORPARK NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS June 30, 1991 Category Carrying Market 3. Cash and investments(Cont d.) 1 a 2 amount value Credit risk,carrying amount and market value of cash and investments Cash on hand or in banks $ 100,219 $ - $ 934,213 $ 1,034,432 $ 1,034,432 Cash and certificates of deposit are classified in three categories of credit Certificates risk as follows: of deposit 2,776,000 - 1,918,202 4,694,202 4,694,202 securities 905.093 - - 905.093 905.093 $ 3,781,312 $ - $ 2,852,415 6,633,727 6,633,727 o Category 1:-includes balances that are insured or collateralized with Investment in Sta securities held by the City or its agent in the City's name. Treasurer's investment pool 16.752.000 16.752.000 $ 23,385,727 $ 23,385,727 o Category 2:-includes balances that are collateralized with securities held by the pledging financial institution's trust department or agent Investment policy in the City's name. The City temporarily invests its excess cash in instruments which are allowable under current legislation of the State of California (Government o Category 3 - includes balances that are uncollateralized, including Code Section 53600 et seq.) balances that are collateralized with securities held by the pledging The State Code permits investments in the following instruments: financial institution's trust department or agent but not in the City's o Securities of the U.S.Government or its agencies name. o Small business administration loans o Certificates of deposit(or time deposits)placed with commercial Investments are classified in three categories of credit risk as follows: banks and/or savings and loan companies o Negotiable certificates of deposit o Category 1: -includes investments that are insured or registered or o Bankers'acceptances for which the securities are held by the City or its agent in the City's o Commercial paper name. o Local Agency Investment Fund(State pool) o Repurchase agreements o Category 2: - includes uninsured and unregistered investments for o Passbook savings accounts which the securities are held by the counterparty's trust department o Reverse repurchase agreements or agent in the City's name. o Category 3 - includes uninsured and unregistered investments for which the securities are held by the counterparty or by its trust department or agent but not in the City's name. 8 CITY I OORPARK NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS June 30, 1991 4. Retirement plan intended to help users assess the funding status of the system on a going- Plan description concern basis,assess progress made in accumulating sufficient assets to pay The City contributes to the California Public Employees Retirement System benefits when due and make comparisons among employers. The measure is (PERS), an agent multiple-employer public employee retirement system that the actuarial present value of credited projected benefits and is independent of acts as a common investment and administrative agent for participating public the funding method used to determine contributions to PERS. entities within the State of California. The City's total covered payroll for The pension benefit obligation was computed as part of an actuarial employees participating in PERS for the year ended June 30, 1991 was valuation performed as of June 30, 1990. Significant actuarial assumptions $982,762. The City's total payroll for the year ended June 30, 1991 was used in the valuation include(a)a rate of return on the investment of present $1,102,992. and future assets of 8.5%per year compounded annually; (b)projected salary increases of 5.5%per year compounded annually,attributable to inflation and Investment policy across the board real salary increases;(c)additional projected salary increases All full-time City employees are eligible to participate in PERS. Benefits of 1.5% per year, attributable to seniority/merit; and (d) no post retirement vest after five years of service. Employees who retire at or after age 50,with benefit increases. five years of credited service, are entitled to an annual retirement benefit, The pension benefit obligation applicable to the City's employees at June payable monthly for life,in an amount based on the three highest years'salary 30, 1990,is as follows: that varies from 1.092% at age 50 to a maximum of 2.418% at age 63 and over for each year of credited service. The system also provides death and Pension benefit obligation: survivor's benefits. These benefit provisions and all other requirements are Retirees and beneficiaries currently receiving established by State statute and City ordinance. benefits and terminated employees not yet receiving benefits $ 26,146 Employee and employer contribution obligations Current employees: The City makes contributions for employees on their behalf. The rate is Accumulated employee contributions including set by statute and therefore remains unchanged from year to year. The allocated investment earnings 161,625 present rate is 7%. Employer-financed vested 50,323 The City is required to contribute the remaining amounts necessary to Employer-financed non-vested 67,737 fund the benefits for its members,using the actuarial basis recommended by Total pension benefit obligation 305,831 PERS actuaries and actuarial consultants and adopted by the PERS Board of Net assets available for benefits at cost(market Administration. value is$406,649) 358,597 Assets in excess of pension benefit obligation $ 52,766 Funding status and progress The amount shown below as the "pension benefit obligation" is a standardized measure of the present value of pension benefits,adjusted for the effect! of projected salary increases and step-rate benefits, estimated to be payable in the future as a result of employee service to date. The measure is 9 CITY 1 OORPARK NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS June 30, 1991 4. Retirement plan(Cont'd) 1991 1990 1989 1988 Actuarially determined contribution requirements Net assets available for and contribution made benefits expressed as a percentage of the PERS uses the entry age normal actuarial cost method. As a projected pension obligation 117.25% 121.35% 120.71% 142.46% benefit cost method, it takes into account those benefits that are expected to be earned in the future as well as those already accrued. The normal cost for Assets in excess of an employee is the level amount which would fund the projected benefit if it pension benefit were paid annually from date of employment until retirement. PERS uses a obligation 52,766 39,405 23,012 32,617 modification of the entry age cost method in which the employer's total Annual covered payroll 982,762 750,267 591,750 429,673 normal cost is expressed as a level percent of payroll. The significant actuarial assumptions used to compute the actuarially Assets in excess of determined contribution requirement are the same as those used to compute pension benefit the pension benefit obligation. obligation,expressed The City's contribution to PERS for 1991 of$130,660(including$68,589 as a percentage of conL ibuted by the City on behalf of its employees)was made in accordance annual covered payroll 5.37% 5.25% 3.89% 7.59% with actuarially determined requirements computed through an actuarial Employer contribution valuation performed as of June 30, 1990. The contribution included$62,071 expressed as a percentage of normal cost(6.316%of current covered payroll). of annual covered payroll 6.32% 6.66% 6.50% 7.00% Trend information 5. Property and equipment Trend information gives an indication of the progress made in A summary of changes in the General Fixed Assets Account Group for accumulating sufficient assets to pay benefits when due. Until ten years of the year ended June 30, 1991 follows: data are available, as many years as are available will be presented. Trend information for the City is available for the four years ended June 30, 1991 Balance, Balance, July 1, June 30, and is summarized as follows: 1990 Additions Disposals 1991 1991 1990 1989 1988 Land $ 6,838,062 $ - $ - $ 6,838,062 Net assets available Buildings and for benefits,at cost $358,597 $223,956 $ 134,123 $ 109,430 structures 1,566,990 63,988 - 1,630,978 Improvements other Pension benefit than buildings 734,230 84,605 - 818,835 obligation 305,831 184,551 111,111 76,813 Office furniture and equipment 400,413 22,585 - 422,998 Other equipment 122,852 145.675 - 268.527 $ 9,662,547 $ 316,853 $ - $ 9,979,400 10 CITY [OORPARK NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS June 30, 1991 6. Fund balances the County on May 31 of each year after thirty days'notice has been given, Designated fund balances and are renegotiated annually. The aggregate of these and other various The City has designated$485,000 of a special revenue fund balance for contractual commitments total approximately$1,917,000 for the year ending the future purchase of land. At June 30, 1991, these funds were held in an June 30, 1992. escrow account. The City has also designated$500,000 of a special revenue fund balance to be used for reimbursement to a third party for the cost of Contingencies certain road improvements. Funds in excess of constitutional spending There are certain legal actions pending against the City which limitations of $1,021,682 for years prior to and including the year ended management considers incident to normal operations, some of which seek June 30, 1990 have been designated in the General Fund. The voters have substantial monetary damages. In the opinion of management, after approved the use of these funds by the City. In addition,funds in excess of consultation with counsel, the ultimate resolution of such actions is not constitutional spending limitations of approximately $100,000 for the year expected to have a significant effect on the financial position or the results of ended June 30, 1991 are included in the undesignated General Fund balance. operations of the City. The City expects the carryover amount will be offset in the year ended 8. Residential mortgage and industrial revenue bonds June 30, 1992 if the City is below the constitutional spending limitation, or The City sponsored a revenue bond program during the year ended June will be returned by future reductions of taxes or fees as provided in the State 30, 1985 under which $20,000,000 of Single Family Residential Mortgage of California constitution. Revenue Bonds were issued. The single family mortgage program is Deficit fund balances designed to provide funds to acquire mortgage loans on single family The following funds have deficit fund balances at June 30, 1991 in the residences located in the City. These bonds are secured by a pledge of all amounts indicated: loans receivable advanced from the bond proceeds by the Trustee, First Interstate Bank of California,and are serviced from payments on the loans to Special Revenue: the Trustee. Recreation Fund $ 6,302 The City sponsored a revenue bond program during the year ended June Senior Center Bond Act Fund 16,440 1986 Park Bond Act Fund 1,603 30, 1986,under which$22,600,000 of Multi-Family Housing Revenue Bonds were issued. The program is designed to assist in making low and moderate Recreation Fund programs are intended to be self supporting. If future cost rental housing available in the City. The City is guaranteed that 10%of recreation programs do not eliminate the deficit, such programs would be the units of the project financed with the bonds are made available to persons supported by a transfer from the General Fund. The General Fund makes and families with incomes not exceeding 80%of the County median income advances to the Senior Center Bond Act Fund and Park Bond Act Fund and another 10% of the units for persons and families with income not pending claim and receipt of grant funds. exceeding 50%of the County median income. The units are available under 7. Commitments and contingencies this program for a thirty-year period. These bonds are secured by a letter of Commitments credit issued by Citibank,N.A.,dated December 23, 1985. The program is administered by the Trustee,Security Pacific National Bank. The City has contracted with the County of Ventura for various services, principally law enforcement. These contracts are cancellable by the City or 11 CITY 1 OORPARK NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS June 30, 1991 8. Residential mortgage and industrial revenue bonds(Cont'd.) The City Council,serving as the Industrial Development Authority of the City of Moorpark,issued$9,300,000 of Industrial Revenue Bonds during the year ended June 30, 1986. The bonds were issued to finance the development and construction of manufacturing facilities for the Kavlico Corporation. These bonds are secured by a stand-by letter of credit issued by Security Pacific National Bank. Dai Ichi Kangyo Bank of California serves as the Trustee for these bonds. The bonds described above are not indebtedness of the City, and there exists no legal or moral obligation on the part of the City to make payments on such bonds from any source other than the revenues and assets pledged therefor. The programs are completely administered by the Trustees without any involvement by the City. Accordingly,these programs and the bonds issued thereunder have been excluded from the accompanying general purpose financial statements. 9. General liability insurance General and public liability insurance is provided via participation in a joint powers authority. The City is a member of Southern California Joint Powers Insurance Authority (SCJPIA), a self-insurance pool with approximately 57 member agencies. The City is insured by the SCJPIA for up to$10,000,000 per claim. Premiums paid by the participating members may be retrospectively increased or decreased to reflect the actual operating costs of SCJPIA and the City's share of incurred losses. The City is contingently liable for assessments which may be made by the SCJPIA in the event the SCJPIA has insufficient resources to pay unexpectedly large claims. 12 ADDITIONAL FINANCIAL INFORMATION 13 Schedule 1 Page 1 of 5 CITY OF MOORPARK COMBINING BALANCE SHEET ALL SPECIAL REVENUE FUNDS June 30, 1991 Local Local State Traffic State Park Community Transportation Transportation Transit Safety Gas Tax Development Center Streets Transit Assistance Fund(02) Fund(03) Fund(05) Fund(07) Fund(111 Fund(12) Fund(13) ASSETS Cash and investments $ 287,233 $ 2,413,151 $ 4,820,670 $ 6,857 $ 312,400 $ 30,353 $ 92,648 Accounts and interest receivable 21,408 34,370 61,704 233 4,723 955 2,630 Due from other funds - - 16,440 - - - - $ 308,641 $ 2,447,521 $ 4,898,814 $ 7,090 $ 317,123 $ 31,308 $ 95,278 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued liabilities $ 23,043 $ - $ 76,385 $ 164 $ 33,649 $ 6,956 $ - Deferred revenue - - 1,000,000 - - - - Due to other funds - - - - - - - Total liabilities 23,043 - 1,076,385 164 33,649 6,956 - Fund balances: Reserved for receivables due after one year - - - - - - - Unreserved: Designated - 500,000 485,000 - - - - Undesignated 285598 1,947,521 3,337,429 6,926 283,474 24,352 95,278 Total fund balances(deficit) 285,598 2,447,521 3,822,429 6,926 283,474 24,352 95,278 $ 308,641 $ 2,447,521 $ 4,898,814 $ 7,090 $ 317,123 $ 31,308 $ 95,278 14 Schedule 1 Page 2 of 5 CITY OF MOORPARK COMBINING BALANCE SHEET ALL SPECIAL REVENUE FUNDS June 30, 1991 Federal Aid to Transportation Citywide Urban Development CDBG Police Traffic Affordable Systems Act(Article 3) Entitlement Facilities Mitigation Housing Fund(14) Fund(15) Fund(18) Fee Fund(201 Fund (21;) Fund(22) ASSETS Cash and investments $ 10,644 $ 74,662 $ 46,096 $ 420,475 $ 189,000 $ 232,304 Accounts and interest receivable 201 - 245,585 - - 153,554 Due from other funds - - - - - - $ 10,845 $ 74,662 $ 291,681 $ 420,475 $ 189,000 $ 385,858 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued liabilities $ - $ - $ 191,681 $ 3,866 $ - $ - Deferred revenue - 45,200 - - - 100,000 Due to other funds - - - - - Total liabilities - 45,200 191,681 3,866 - 100,000 Fund balances: Reserved for receivables due after one year - - 100,000 - - 50,000 Unreserved: Designated - - - - - - Undesignated 10,845 29,462 - 416,609 189,000 235,858 Total fund balances(deficit) 10,845 29,462 100,000 416,609 189,000 285,858 $ 10,845 $ 74,662 $ 291,681 $ 420,475 $ 189,000 $ 385,858 15 Schedule 1 Page 3 of 5 CITY OF MOORPARK COMBINING BALANCE SHEET ALL SPECIAL REVENUE FUNDS June 30, 1991 Tierra Landscape Traffic Rejada/ Los Casey/ Los Angeles and System Park Spring Angeles Gabbert Avenue Alter- Lighting Management Maintenance Road AOC Avenue AOC Road AOC nate Route Fund(23) Fund(24) Fund(25) Fund(26) Fund(27) Fund(28) AOC Fund(29) ASSETS Cash and investments $ 296,548 $ 51,236 $ 85,417 $ 286,575 $ 5,131,247 $ 5,852 $ 1,621,980 Accounts and interest receivable 13,496 1,000 11,656 5,859 80,167 - 24,023 Due from other funds - - - - 117,251 - - $ 310,044 $ 52,236 $ 97,073 $ 292,434 $ 5,328,665 $ 5,852 $ 1,646,003 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued liabilities $ 45,072 $ - $ 42,158 $ 2,660 $ 81,807 $ - $ - Deferred revenue - - - - Due to other funds - - - 117.251 - - Total liabilities 45,072 - 42,158 119,911 81,807 - - Fund balances: Reserved for receivables due after one year - - - - - - - Unreserved: Designated - - - - - - - Undesignated 264,972 52,236 54,915 172,523 5,246,858 5,852 1,646,003 Total fund balances(deficit) 264,972 52,236 54,915 172.523 5246,858 5,852 1,646,003 $ 310,044 $ 52,236 $ 97,073 $ 292,434 $ 5,328,665 $ 5,852 $ 1,646,003 16 Schedule 1 Page 4 of 5 CITY OF MOORPARK COMBINING BALANCE SHEET ALL SPECIAL REVENUE FUNDS June 30, 1991 Senior 1986 Center Park Bond Community Crossing Municipal Recreation Bond Act Act Development Guard Pool Fund(33) Fund(35) Fund(38) Fund(41) Fund(43) Fund(45) ASSETS Cash and investments $ 22,971 $ - $ - $ 894,605 $ 90,953 $ 19,896 Accounts and interest receivable - - - 3,172 1,448 296 Due from other funds - - - - - - $ 22,971 $ - $ - $ 897,777 $ 92,401 $ 20,192 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued liabilities $ 5,198 $ - $ - $ 63,537 $ - $ - Deferred revenue 24,075 - - - - - Due to other funds - 16,440 1,603 - - - Total liabilities 29,273 16,440 1,603 63,537 - - Fund balances: Reserved for receivable due after one year - - - - - - Unrese.ved: Designated - - - - - - Undesignated (6,302) (16,440) (1,603) 834,240 92,401 20.192 Total fund balances(deficit) (6,302) (16,440) (1,603) 834,240 92,401 20,192 $ 22,971 $ - $ - $ 897,777 $ 92,401 $ 20,192 17 Schedule 1 Page 5 of 5 CITY OF MOORPARK COMBINING BALANCE SHEET ALL SPECIAL REVENUE FUNDS June 30, 1991 Art in Bicycle Public and Solid Places Equestrian Waste Totals Fund(46) Fund(47) Fund(58) June 30, 1991 June 30, 1990 ASSETS Cash and investments $ 41,077 $ 22,845 $ 3,379 $ 17,511,074 $ 15,129,995 Accounts and interest receivable - 339 - 666,819 388,758 Due from other funds - - 133,691 141,464 $ 41,077 $ 23,184 $ 3,379 $ 18,311,584 $ 15,660,217 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued liabilities $ - $ - $ 3,379 $ 579,555 $ 639,066 Deferred revenue - - - 1,169,275 - Due to other funds - - - 135,294 282,457 Total liabilities - - 3,379 1,884,124 921,523 Fund balances: Reserved for receivables due after one year - - - 150,000 - Unreserved: Designated - - - 985,000 985,000 Undesignated 41,077 23,184 - _ 15,292,460 13,753,694 Total fund balances(deficit) 41,077 23,184 - 16,427,460 14,738,694 $ 41,077 $ 23,184 $ 3,379 $ 18,311,584 $ 15,660,217 18 Sc e 2 Page 1 of 7 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES ALL SPECIAL REVENUE FUNDS Year ended June 30, 1991 Local Traffic State Park Community Transportation Safety Gas Tax Development Center Streets Fund(02) Fund(03) Fund(05) Fund(07) Fund(11) Revenues: Other taxes $ - $ 404,066 $ - $ - $ - Building and safety fees - - - - - Maintenance assessments - - 8,822 - 1,670 Subventions and grants - - - - 586,524 Planning and public works fees - - - - - Park development fees - - - - - Charges for current services - - 37,636 17,557 - Fines and forfeitures 115,242 - - - - Interest 25,497 181,050 368,561 942 28,213 Miscellaneous - - - - - Totai revenues 140,739 585,116 415,019 18,499 616,407 Expenditures: Current: General government - - - - - Public safety 57,385 - - - - Public services 92,358 - - - 261,629 Parks and recreation - - - - - Capital outlay 13,880 - 130,150 - 218,552 Total expenditures 163,623 - 130,150 - 480,181 Excess(deficiency)of revenues over expenditures (22,884) 585,116 284,869 18,499 136,226 Operating transfer from(to)other funds - - - (12,500) - Excess(deficiency)of revenues and net operating transfers over expenditures (22,884) 585,116 284,869 5,999 136,226 Fund balances(deficit),beginning of year 308,482 1,862,405 3,537,560 927 147,248 Increase in fund balance reserved for receivables due after one year - - - - - Fund balances(deficit),end of year $ 285,598 $ 2,447,521 $ 3,822,429 $ 6,926 $ 283,474 19 Sc 3 2 Page 2 of 7 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES ALL SPECIAL REVENUE FUNDS Year ended June 30, 1991 Local State Federal Transportation Transportation Transit Aid to Urban Development Transit Assistance System Act(Article 3) Fund(12) Fund(13) Fund(14) Fund(15) Revenues: Other taxes $ - $ - $ - $ - Building and safety fees - - - - Maintenance assessments - - - - Subventions and grants 85,057 - - - Planning and public works fees - - - - Park development fees - - - - Charges for current services - - - - Fines and forfeitures - - - - Interest 5,705 8,207 1,200 - Miscellaneous 4,338 - - - Total revenues 95,100 8,207 1,200 - Expenditures: Current: General government - - - - Public safety - - - - Public services 86,045 - - - Parks and recreation - - - - Capital outlay - - - - Total expenditures 86,045 - - - Excess(deficiency)of revenues over expenditures 9,055 8,207 1,200 - Operating transfer from(to)other funds - - - - Excess(deficiency)of revenues and net operating transfers over expenditures 9,055 8,207 1,200 - Fund balances(deficit),beginning of year 15,297 87,071 9,645 29,462 Increase in fund balance reserved for receivables due after one year - - - - Fund balances(deficit),end of year $ 24,352 $ 95,278 $ 10,845 $ 29,462 20 Scl :2 Pagv J of 7 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES ALL SPECIAL REVENUE FUNDS Year ended June 30, 1991 Citywide CDBG Police Traffic Affordable Landscape and Entitlement Facilities Fee Mitigation Housing Lighting Fund(18) Fund(20) Fund(21) Fund(22) Fund(23) Revenues: Other taxes $ - $ - $ - $ - $ - Building and safety fees - 4,161 - - - Maintenance assessments - - 126,000 - 386,662 Subventions and grants 436,617 - - - - Planning and public works fees - - - - - Park development fees - - - - - Charges for current services - - - - 5,070 Fines and forfeitures - - - - - Interest - - - 21,227 - Miscellaneous - - - 16,396 - Total revenues 436,617 4,161 126,000 37,623 391,732 Expenditures: Current: General government - - - 54,385 - Public safety - - - - - Public services 182,347 - - - 346,487 Parks and recreation - - - - - Capital outlay 254,270 - - _ - 76,056 Total expenditures 436,617 - - 54,385 422,543 Excess(deficiency)of revenues over expenditures - 4,161 126,000 (16,762) (30,811) Operating transfer from(to)other funds - - - 7,153 Excess(deficiency)of revenues and net operating transfers over expenditures - 4,161 126,000 (16,762) (23,658) Fund balances(deficit),beginning of year - 412,448 63,000 252,620 288,630 Increase in fund balance reserved for receivables due after one year 100,000 - - 50,000 - Fund balances(deficit),end of year $ 100,000 $ 416,609 $ 189,000 $ 285,858 $ 264,972 21 Sc e 2 Page 4 of 7 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES ALL SPECIAL REVENUE FUNDS Year ended June 30, 1991 Traffic Casey/ System Park Tierra Rejada/ Los Angeles Gabbert Management Maintenance Spring Road Avenue AOC Road AOC Fund(24) Fund(25) AOC Fund(26) Fund(27) Fund(28) Revenues: Other taxes $ - $ - $ - $ - $ - Building and safety fees - - - - - Maintenance assessments - 333,209 22,061 106,374 - Subventions and grants - - - 100,744 - Planning and public works fees - - - - - Park development fees - - - - - Charges for current services - - - - - Fines and forfeitures - - - - - Interest 5,976 - 30,866 478,841 - Miscellaneous - 3,796 692 - - Total revenues 5,976 337,005 53,619 685,959 - Expenditures: Current: General government - - - - - Public safety - - - - - Public services - - - - - Parks and recreation - 305,926 - - - Capital outlay - - 12,706 820,537 - Total expenditures - 305,926 12,706 820,537 - Excess(deficiency)of revenues over expenditures 5,976 31,079 40,913 (134,578) - Operating transfer from(to)other funds - - - (7,153) - Excess(deficiency)of revenues and net operating transfers over expenditures 5,976 31,079 40,913 (141,731) - Fund balan.es(deficit),beginning of year 46,260 23,836 131,610 5,388,589 5,852 Increase in fund balance reserved for receivables due after one year - - - - - Fund balances(deficit),end of year $ 52,236 $ 54,915 $ 172,523 $ 5,246,858 $ 5,852 22 Scl ,2 Page 5 of 7 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES ALL SPECIAL REVENUE FUNDS Year ended June 30, 1991 Los Angeles 1986 Avenue Senior Center Park Bond Alternate Route Recreation Bond Act Act AOC Fund(29) Fund(33) Fund(35) Fund(38) Revenues: Other taxes $ - $ - $ - $ - Building and safety fees - - - - Maintenance assessments - - - - Subventions and grants - - - 8,980 Planning and public works fees - - - - Park development fees - - - - Charges for current services - 57,199 - - Fines and forfeitures - - - - Interest 143,493 - - - Miscellaneous - - - - Total revenues 143,493 57,199 - 8,980 Expenditures: Current: General government - - - - Public safety - - - - Public services - - - - Parks and recreation - 80,654 - - Capital outlay - - - 8,980 Total expenditures - 80,654 - 8,980 Excess(deficiency)of revenues over expenditures 143,493 (23,455) - - Operating transfer from(to)other funds - - - - Excess(deficiency)of revenues and net operating transfers over expenditures 143,493 (23,455) - - Fund balances(deficit),beginning of year 1,502,510 17,153 (16,440) (1,603) Increase in fund balance reserved for receivables due after one year - - - - Fund balances(deficit),end of year $ 1,646,003 $ (6,302) $ (16,440) $ (1,603) 23 Scl :2 Page o of 7 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES ALL SPECIAL REVENUE FUNDS Year ended June 30, 1991 Art Community Crossing Municipal in Public Bicycle and Development Guard Pool Places Equestrian Fund(41) Fund(43) Fund(45) Fund(46) Fund(47) Revenues: Other taxes $ - $ - $ - $ - $ - Building and safety fees - - - - - Maintenance assessments - - - 11,900 - Subventions and grants - - - - - Planning and public works fees 1,123,386 - - - - Park development fees - - - - - Charges for current services - - - - - Fines and forfeitures - - - - - Interest - 8,648 1,767 - 2,024 Miscellaneous _427 - - - - Total revenues 1,123,813 8,648 1,767 11,900 2,024 Expenditures: Current: General government - - - - - Public safety - - - - - Public services 736,594 6,487 - - - Parks and recreation - - - - - Capital outlay 32,731 737 - - - Total expenditures 769,325 7,224 - - - Excess(deficiency)of revenues over expenditures 354,488 1,424 1,767 11,900 2,024 Operating transfer from(to)other funds - - - - - Excess(deficiency)of revenues and net operating transfers over expenditures 354,488 1,424 1,767 11,900 2,024 Fund balances(deficit),beginning of year 479,752 90,977 18,425 29,177 21,160 Increase in fund balance reserved for receivables due after one year - - - - - Fund balances(deficit),end of year $ 834,240 $ 92,401 $ 20,192 $ 41,077 $ 23,184 24 Sc e 2 Pagc i of 7 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES ALL SPECIAL REVENUE FUNDS Year ended June 30, 1991 Solid Totals Waste Year ended Year ended Fund(58) June 30, 1991 June 30. 1990 Revenues: Other taxes $ - $ 404,066 $ 346,684 Building and safety fees - 4,161 27,997 Maintenance assessments - 996,698 1,109,988 Subventions and grants - 1,217,922 959,679 Planning and public works fees - 1,123,386 407,717 Park development fees - - 97,223 Charges for current services - 117,462 203,448 Fines and forfeitures - 115,242 103,681 Interest - 1,312,217 1,266,726 Miscellaneous 10,000 35,649 118,641 Total revenues 10,000 5,326,803 4,641,784 Expenditures: Current: General government - 54,385 17,345 Public safety - 57,385 - Public services 50,226 1,762,173 1,411,319 Parks and recreation - 386,580 411,722 Capital outlay 4,482 1,573,081 1,528.912 Total expenditures 54,708 3,833,604 3.369.298 Excess(deficiency)of revenues over expenditures (44,708) 1,493,199 1,272,486 Operating transfer from(to)other funds 58,067 45,567 (9.530) Excess(deficiency)of revenues and net operating transfers over expenditures 13,359 1,538,766 1,262,956 Fund balances(deficit),beginning of year (13,359) 14,738,694 13,475,738 Increase in fund balance reserved for receivables due after one year - 150,000 - Fund balances(deficit),end of year $ - $ 16,427,460 $ 14,738,694 25 3. Page 1 of 12 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30,1991 Traffic Safety Fund (02) State Gas Tax Fund(03) Park Development Fund (05) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able) Budget Actual able Budget Actual able Revenues: Other taxes $ - $ - $ - $ 349,600 $ 404,066 $ 54,466 $ - $ - $ - Building and safety fees - - - - - - - - - Maintenance assessments - - - - - - - 8,822 8,822 Subventions and grants - - - - - - - - - Planning and public works - - - - - - - - - Park development fees - - - - - - 95,000 - (95,000) Charges for current services - - - - - - 38,110 37,636 (474) Fines and forfeitures 120,000 115,242 (4,758) - - - - - - Interest 33,320 25,497 (7,823) 183,875 181,050 (2,825) 314,075 368,561 54,486 Miscellaneous - - - - - - - - - Total revenues 153,320 140,739 (12,581) 533,475 585,116 51,641 447,185 415,019 (32,166) Expenditures: Current: General government - - - - - - - - - Public safety 62,888 57,385 5,503 - - - - - - Public services 108,246 92,358 15,888 - - - - - - Parks and recreation - - - - - - - - - Capital outlay 22,747 13,880 8,867 - - - 1,783,927 _130,150 1,653,777 Total expendi- tures 193,881 163,623 30,258 - - - 1,783,927 130,150 1,653,777 Excess(deficiency)of revenues over expenditures (40,561) (22,884) 17,677 533,475 585,116 51,641 (1,336,742) 284,869 1,621,611 Operating transfers from (to)other funds,net - _ - - - - - - - Excess(deficiency)of revenues and net operating transfers over expenditures $ (40,561) $ (22,884) $ 17,677 $ 533,475 $ 585,116 $ 51,641 $ (1,336,742) $ 284,869 $ 1,621,611 26 ad 2 Page 2 of 12 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30,1991 Local Transportation Local Transportation Community Center Fund(07) Streets Fund(11) Transit Fund(12) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able . Budget Actual able Budget Actual able) Revenues: Other taxes $ - $ - $ - $ - $ - $ - $ - $ - $ - Building and safety fees - - - - - - - - - Maintenance assessments - - - - 1,670 1,670 - - - Subventions and grants - - - 635,983 586,524 (49,459) 85,058 85,057 (1) Planning and public works - - - - - - - - - Park development fees - - - - - - - - - Charges for current services 12,500 17,557 5,057 - - - - - - Fines and forfeitures - - - - - - - - - Interest - 942 942 40,035 28,213 (11,822) - 5,705 5,705 Miscellaneous - - - - - - 4,338 4,338 Total revenues 12,500 18,499 5,999 676,018 616,407 (59,611) 85,058 95,100 10,042 Expenditures: Current: General government - - - - - - - - - Public safety - - - - - - - - - Public services - - - 304,009 261,629 42,380 85,515 86,045 (530) Parks and recreation - - - - - - - - - Capital outlay - - - 816,170 218,552 597,618 - - - Total expendi- tures - - - 1,120,179 480,181 639,998 85,515 86,045 (530) Excess(deficiency)of revenues over expenditures 12,500 18,499 5,999 (444,161) 136,226 580,387 (457) 9,055 9,512 Operating transfers from (to)other funds,net (12,500) (12,500) - - - - - - - Excess(deficiency)of revenues and net operating transfers over expenditures $ - $ 5,999 $ 5,999 $ (444,161) $ 136,226 $ 580,387 $ (457) $ 9,055 $ 9,512 27 Scher Page 3 of 12 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30,1991 State Transit Federal Aid to Transportation Development Assistance Fund(13) Urban Systems Fund(14) Act(Article 3)Fund(15) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able) Budget Actual able) Budget Actual ablel Revenues: Other taxes $ - $ - $ - $ - $ - $ - $ - $ - $ - Building and safety fees - - - - - - - - - Maintenance assessments - - - - - - - - - Subventions and grants - - - - - - 45,200 - (45,200) Planning and public works - - - - - - - - - Park development fees - - - - - - - Charges for current services - - - - - - - - Fines and forfeitures - - - - - - - - - Interest - 8,207 8,207 - 1,200 1,200 - - - Miscellaneous - - - - - - - - Total revenues - 8,207 8,207 - 1,200 1,200 45,200 - (45,200) Expenditures: Current: General government - - - - - - - - - Public safety - - - - - - - - - Public services - - - - - _ - - - Parks and recreation - - - - - - - - - Capitaloutlay 45,200 - 45,200 Total expendi- tures 45,200 - 45,200 Excess(deficiency)of revenues over expenditures - 8,207 8,207 - 1,200 1,200 - - - Operating transfers from (to)other funds,net - - - - - - - - - Excess(deficiency)of revenues and net operating transfers over expenditures $ - $ 8,207 $ 8,207 $ - $ 1,200 $ 1,200 $ - $ - $ - 28 Schei Page 4__ __ CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30, 1991 Community Development Block Grants to Small Cities Fund(17) CDBG Entitlement Fund(18) Police Facilities Fee Fund(20) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able Budget Actual able Budget Actualable Revenues: Other taxes $ - $ - $ - $ - $ - $ - $ - $ - $ - Building and safety fees - - - - - - 20,000 4,161 (15,839) Maintenance assessments - - - - - - - - - Subventions and grants 3,000 - (3,000) 392,112 436,617 44,505 - - - Planning and public works - - - - - - - - - Park development fees - - - - - - - - - Charges for current services - - - - - - - - - Fines and forfeitures - - - - - - - - - Interest - - - - - - - - - Miscellaneous - _ - - - - - - - - Total revenues 3,000 - (3,000) 392,112 436,617 44,505 20,000 4,161 (15,839) Expenditures: Current: General government 3,000 - 3,000 19,080 - 19,080 - - - Public safety - - - - - - - - - Public services - - - 146,980 182,347 (35,367) - - - Parks and recreation - - - - - - - - - Capital outlay - - - 526,622 254,270 272,352 - - - Total expendi- tures 3,000 - 3,000 692,682 436,617 256,065 - - - Excess(deficiency)of revenues over expenditures - - - (300,570) - 300,570 20,000 4,161 (15,839) Operating transfers from (to)other funds,net _- - - - - - - - - Excess(deficiency)of revenues and net operating transfers over expenditures $ - $ - $ - $ (300,570) $ - $ 300,570 $ 20,000 $ 4,161 $ (15,839) 29 Schc 1 Page J ui12 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30, 1991 Landscape and Citywide Traffic Mitigation Fund(21) Affordable Housing Fund(22) Lighting Fund(23) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able Budget Actual al_.. )___ BudgetActual able) Revenues: Other taxes $ - $ - $ - $ - $ - $ - $ - $ - $ - Building and safety fees - - - - - - - - - Maintenance assessments 387,000 126,000 (261,000) 201,000 - (201,000) 364,350 386,662 22,312 Subventions and grants - - - - - - - - - Planning and public works - - - - - - - - - Park development fees - - - - - - - - - Charges for current services - - - - - - 3,000 5,070 2,070 Fines and forfeitures - - - - - - - - - Interest 18,000 - (18,000) 8,040 21,227 13,187 - - - Miscellaneous - - - - 16.396 16.396 - - - Total revenues 405,000 126,000 (279,000) 209,040 37,623 (171,417) 367,350 391,732 24,382 Expenditures: Current: General government - - - 56,000 54,385 1,615 - - - Public safety - - - - - - - - - Public services - - - - - - 376,145 346,487 29,658 Parks and recreation - - - - - - - - - Capital o'rtlay - - - - - - 176.093 76.056 100.037 Total expendi- tures - - - 56,000 54,385 1,615 552.238 422,543 129,695 Excess(deficiency)of revenues over expenditures 405,000 126,000 (279,000) 153,040 (16,762) (169,802) (184,888) (30,811) 154,077 Operating transfers from (to)other funds,net - - - - - - - 7.153 7.153 Excess(defi'iency)of revenues and net operating transfers over expenditures $ 405,000 $ 126,000 $ (279,000) $ 153,040 $ (16,762) $ (169,802) $ (184,888) $ (23,658) $ 161,230 30 Scl 3 Page 6 of 12 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30,1991 Tierra Rejada/Spring Traffic System Management Fund(24) Park Maintenance Fund(25) Road AOC Fund(26) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able BudgetActual able) Budget Actual able Revenues: Other taxes $ - $ - $ - $ - $ - $ - $ - $ - $ - Building and safety fees - - - - - - - - - Maintenance assessments 57,000 - (57,000) 298,600 333,209 34,609 355,300 22,061 (333,239) Subventions and grants - - - - - - - - - Planning and public works - - - - - - - - - Park development fees - - - - - - - - - Charges for current services - - - - - - - - - Fines and forfeitures - - - - - - - - - Interest 2,280 5,976 3,696 - - - 8,000 30,866 22,866 Miscellaneous - - - - 3.796 3.796 - 692 692 Total revenues 59,280 5,976 (53,304) 298,600 337,005 38,405 363,300 53,619 (309,681) Expenditures: Current: General government - - - - - - - - - Public safety - - - - - - - - - Public services - - - - - - - - - Parks and recreation - - - 297,955 305,926 (7,971) - - - Capital outlay - - - - - - 154,000 12,706 141.294 Total expendi- tures - - - 297,955 _ 305,926 (7,971) 154,000 12,706 141,294 Excess(deficiency)of revenues over expenditures 59,280 5,976 (53,304) 645 31,079 30,434 209,300 40,913 (168,387) Operating transfers from (to)other funds,net - - - - - - - - Excess(deficiency)of revenues and net operating transfers over expenditures $ 59,280 $ 5,976 $ (53,304) $ 645 $ 31,079 $ 30,434 $ 209,300 $ 40,913 $ (168,387) 31 Schf 3 Page'i or i2 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30,1991 Los Angeles Avenue Los Angeles Avenue AOC Fund(27) Casey/Gabbert Road AOC Fund(28) Alternate Route AOC Fund(29) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able Budget Actual able) BudgetActual able Revenues: Other taxes $ - $ - $ - $ - $ - $ - $ - $ - $ - Building and safety fees - - - - - - - - - Maintenance assessments 74,844 106,374 31,530 65,760 - (65,760) - - - Subventions and grants - 100,744 100,744 - - - - - - Planning and public works - - - - - - - - - Park development fees - - - - - - - - - Charges for current services - - - - - - - - - Fines and forfeitures - - - - - - - - - Interest 547,060 478,841 (68,219) 2,192 - (2,192) 127,330 143,493 16,163 Miscellaneous - - - - - - - - - Total revenues 621,904 685,959 64,055 67,952 - (67,952) 127,330 143,493 16,163 Expenditures: Current: General government - - - - - - - - - Public safety - - - - - - - - - Public services - - - - - - - - - Parks and recreation - - - - - - - - - Capital outlay 1,602,100 820,537 781563 - - - - - - Total expendi- tures 1,602,100 820.537 781.563 - - - - - - Excess(deficiency)of revenues over expenditures (980,196) (134,578) 845,618 67,952 - (67,952) 127,330 143,493 16,163 Operating transfers from (to)other funds,net - (7.153) (7,153) - - - - - - Excess(deficiency)of revenues and net operating transfers over expenditures $ (980,196) $ (141,731) $ 838,465 $ 67,952 $ - $ (67,952) $ 127,330 $ 143,493 $ 16,163 32 Schf t Page is of 12 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30,1991 Recreation Fund(33) Senior Center Bond Act Fund(35L Land Conservation Act Fund(36) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able Budget Actual able Budget Actual able Revenues: Other taxes $ - $ - $ - $ - $ - $ - $ - $ - $ - Building and safety fees - - - - - - - - - Maintenance assessments - - - - - - - - - Subventions and grants - - - 125,000 - (125,000) 68,000 - (68,000) Planning and public works - - - - - - - - - Park development fees - - - - - - - - - Charges for current services 150,000 57,199 (92,801) - - - - - - Fines and forfeitures - - - - - - - - - Interest - - - - - - - - - Miscellaneous - - - - - - - - - Total revenues 150,000 57,199 (92,801) 125,000 - (125,000) 68,000 - (68,000) Expenditures: Current: General government - - - - - - - - - Public safety - - - - - - - - - Public services - - - - - - - - - Parks and recreation 103,200 80,654 22,546 - - - - - - Capital outlay 3,828 - 3,828 - - - - - - Total expendi- tures 107,028 80,654 26,374 - - - -_ - - - Excess(deficiency)of revenues over expenditures 42,972 (23,455) (66,427) 125,000 - (125,000) 68,000 - (68,000) Operating transfers from (to)other funds,net 18.299 - (18.299) - - - - - - Excess(deficiency)of revenues and net operating transfers over expenditures $ 61,271 $ (23,455) $ (84,726) $ 125,000 $ - $ (125,000) $ 68,000 $ - $ (68,000) 33 Schedul Page 9 of tz CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30,1991 1984 Park Bond Act Fund(37) 1986 Park Bond Act Fund(38) Community Development Fund (41) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able) Budget Actual able) BudgetActual able) Revenues: Other taxes $ - $ - $ - $ - $ - $ - $ - $ - $ - Building and safety fees - - - - - - 500,000 - (500,000) Maintenance assessments - - - - - - - - - Subventions and grants 6,600 - (6,600) 8,980 8,980 - - - - Planning and public works - - - - - - 287,960 1,123,386 835,426 Park development fees - - - - - - - - - Charges for current services - - - - - - - - - Fines and forfeitures - - - - - - - - - Interest - - - - - - - - - Miscellaneous - - - - - - - 427 427 Total revenues 6,600 - (6,600) 8,980 8,980 - 787,960 1,123,813 335,853 Expenditures: Current: General government - - - - - - - - - Public safety - - - - - - - - - Public services - - - - - - 1,171,106 736,594 434,512 Parks and recreation - - - - - - - - - Capital outlay - - - 7,980 8.980 (1.000) 38.600 32.731 5.869 Total expendi- tures - - - 7.980 8,980 (1,000) 1,209,706 769,325 440,381 Excess(deficiency)of revenues over expenditures 6,600 - (6,600) 1,000 - (1,000) (421,746) 354,488 776,234 Operating transfers from (to)other funds,net - - - - - _ - - - - Excess(deficiency)of revenues and net operating transfers over expenditures $ 6,600 $ - $ (6,600) $ 1,000 $ - $ (1,000) $ (421,746) $ 354,488 $ 776,234 34 Schf I Page lO or 12 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30,1991 Crossing Guard Fund(43) Municipal Pool Fund(45) Art in Public Places Fund(46) Variance- Variance- Variance- favorable favorable favorable (unfavor- (unfavor- (unfavor- Budget Actual able Budget Actual _ahl_eL Budgetctual able) Revenues: Other taxes $ - $ - $ - $ - $ - $ - $ - $ - $ - Building and safety fees - - - - - - - - - Maintenance assessments - - - - - - 38,000 11,900 (26,100) Subventions and grants - - - - - - - - - Planning and public works - - - - - - - - - Park development fees - - - - - - - - - Charges for current services - - - - - - - - - Fines and forfeitures - - - - - - - - - Interest 10,455 8,648 (1,807) 1,200 1,767 567 698 - (698) Miscellaneous - - - - - - - - - 1'otal revenues 10,455 8,648 (1,807) 1,200 1,767 567 38,698 11,900 (26,798) Expenditures: Current: General government - - - - - - - - - Public safety - - - - - - - - - Public services 10,445 6,487 3,958 - - - - - - Parks and recreation - - - - - - - - - Capital outlay 1.628 737 891 - - - - - - Total expendi- tures 12,073 7,224 4,849 - - - - - - Excess(deficiency)of revenues over expenditures (1,618) 1,424 (3,042) 1,200 1,767 567 38,698 11,900 (26,798) Operating transfers from (to)other funds,net - - - - - - - - - Excess(deficiency)of revenues and net operating transfers over expenditures $ (1,618) $ 1,424 $ 3,042 $ 1,200 $ 1,767 $ 567 $ 38,698 $ 11,900 $ (26,798) 35 Sche Page 11 of 12 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30,1991 Bicycle and Equestrian Fund(47) Solid Waste Fund(58) Variance- Variance- favorable favorable (unfavor- (unfavor- Budget Actual able Budget Actual able Revenues: Other taxes $ - $ - $ - $ - $ - $ - Building and safety fees - - - - - - Maintenance assessments - - - - - - Subventions and grants - - - - - - Plannirg and public works - - - - - - Park development fees - - - - - - Charges for current services - - - - - - Fines and forfeitures - - - - - - Utility franchise fees - - - 52,000 - (52,000) Interest 2,125 2,024 (101) - - - Miscellaneous - - - - 10.000 10,000 Total revenues 2,125 2,024 (101) 52,000 10,000 (42,000) Expenditures: Current: General government - - - - - - Public safety - - - - - - Public services - - - 55,861 50,226 5,635 Parks and recreation - - - - - - Capital outlay - - - 6,000 4,482 1,518 Total expendi- tures - - - 61,861 54,708 7,153 Excess(deficiency)of revenues over expenditures 2,125 2,024 (101) (9,861) (44,708) (34,847) Operating transfers from (to)other funds,net - - - 62,445 58,067 (4,378) Excess(deficiency)of revenues and net operating transfers over expenditures $ - 2,125 $ 2,024 $ (101) $ 52,584 $ 13,359 $ (39,225) 36 Sce Page 12 or iz CITY OF MOORPARK COMBINING STATEMENT OF REVENUES AND EXPENDITURES- BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS Year ended June 30,1991 Totals Variance- favorable (unfavor- Budget Actual able Revenues: Other taxes $ 349,600 $ 404,066 $ 54,466 Building and safety fees 520,000 4,161 (515,839) Maintenance assessments 1,841,854 996,698 (845,156) Subventions and grants 1,360,953 1,217,922 (143,031) Planning and public works 296,940 1,123,386 826,446 Park development fees 95,000 - (95,000) Charges for current services 203,610 117,462 (86,148) Fines and forfeitures 120,000 115,242 (4,758) Utility Franchise Fees 52,000 - (52,000) Interest 1,298,685 1,312,217 13,532 Miscellaneous - 35.649 35.649 Total revenues 6,138,642 5,326,803 (811,839) Expenditures: Current: General government 78,080 54,385 23,695 Public safety 62,888 57,385 5,503 Public services 2,258,307 1,762,173 496,134 Parks and recreation 401,155 386,580 14,575 Capital outlay 5,184.895 1.573.081 3.611.814 Total expendi- tures 7,985,325 3,833,604 4,151,721 Excess(deficiency)of revenues over expenditures (1,846,683) 1,493,199 3,339,882 Operating transfers from (to)other funds,net 68,244 45.567 (22.677) Excess(deficiency)of revenues and net operating transfers over expenditures $ (1,778,439) $ 1,538,766 $ 3,317,205 37 Schedule 4 CITY OF MOORPARK COMBINING BALANCE SHEET ALL CAPITAL PROJECTS FUNDS June 30,1991 City Hall Equipment Redevelopment Totals Building Fund Replacement Fund Agency Fund June 30, 1991 June 30, 1990 ASSETS Cash and investments $ 3,242 $ 5,326 $ 288,034 $ 296,602 $ 26,624 Accounts and interest receivable - 79 10,836 10,915 148 Due from other funds 782 - - 782 783 $ 4,024 $ 5,405 $ 298,870 $ 308,299 $ 27,555 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued liabilities $ 429 $ - $ 8,903 $ 9,332 $ 17,835 Advances payable to General Fund - - 268,785 268,785 190,117 Total liabilities 429 - 277,688 278,117 207,952 Fund balances(deficit): Reserved for contingency - - 263,388 263,388 - Unreserved 3,595 5,405 (242,206) (233.206) (180,397) Total fund balances 3,595 5,405 21.182 30,182 (180,397) $ 4,024 $ 5,405 $ 298,870 $ 308,299 $ 27,555 38 Schedule 5 CITY OF MOORPARK COMBINING STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES ALL CAPITAL PROJECTS FUNDS Year ended June 30, 1991 Totals City Hall Equipment Redevelopment Year ended Year ended Building Fund Replacement Fund Agency Fund June 30. 1991 June 30. 1990 Revenues: Property taxes $ - $ - $ 263,388 $ 263,388 $ - Interest - 472 10,095 10,567 756 Miscellaneous - - - - 219 Total revenues - 472 273,483 273,955 975 Expenditures: Current: General government - - 42,458 42,458 37,931 Public safety - - - - - Public services - - 8,061 8,061 - Parks and recreation - - - - - Interest expense - - 15,669 15,669 20,117 Capital outlay 52,650 - - 52,650 - Total expenditures 52.650 - 66,188 118,838 58.048 Excess(deficiency)of revenues over expenditures (52,650) 472 207,295 155,117 (57,073) Operating transfers from other funds 55,462 ' - - 55,462 - Excess(deficiency)of revenues and net operating transfers over expenditures 2,812 472 207,295 210,579 (57,073) Fund balances(deficit),beginning of year 783 4,933 (186,113) (180,397) (123.324) Fund balances(deficit),end of year $ 3,595 $ 5,405 $ 21,182 $ 30,182 $ (180,397) 39