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HomeMy WebLinkAboutVillage Audit Report-1964 j� Village of Brooklyr� Center A UDIT R EPOR T For the Year Ended December 31, 1964 TABLE OF CONTENTS Exhibit Page Numbex Nuxnber Opinion 1, 2 General Comments 3 -8 Villa e Officials 9 g Financial Statements Combined Balance Sheet December 31, 1964 1 10 General Fund Statements Balance Sheet I?ecember 31 1964 2 11 Analysis of Changes in Unappropriated Surplus Year 1964 3 12 Statement of Revenue Estimated and Actual Year 1964 4 13, I4 Statement of Expenditures, Appropriations And Encumbrances Year 1964 5 15 Statement of Expenditures and Encumbrances Classified as to Activity, Character and Object Year 1964 6 16 Special Revenue Funds Statements Combined Balance Sheet, December 31, 1964 7 I7 Cornbined Analysis of Changes in Unappropriated Surplus Year 1964 8 18 Village of Brooklyn Center AUDIT REPORT For the Year' Ended Decembex° 31 1964 TABLE OF' CONTENTS Exhibit Page Numb e r Numb er Special Revenue Funds Statements, Cont'd Park Board Fund Statement of Revenue Estimated and Actual Year 1964 q 19 Statement of Ex enditures, A ro riations P PP P And Encumbrances Year 1964 :10 20 Statement of Ex n itur s 1- i' pe d e C ass fied as to Activity, Character and Object Year 1964 11 21 Poor Fund Statement o€ Revenue and- Expenditures �Year 1964 12 22 Bond Funds Statem ent s Combined Balance Sheet December 31, 1964 13 23 Combined Statement of Appropriations And Expenditures Year 1964 14 24 Debt Service Funds Statements Combined Balance Sheet December 31, 1964 I5 2 5 Combined Statement of Revenue, Expenditures And Surplus Year 19b4 16 26 Village of Brooklyn Center AUDIT REPORT For the Year Ended Becember 31, 1964 TABLE OF CONTENTS I I� Exhibit Page Number Number Special Assessment Funds Statements Combined Balance Sheet December 31, 1964 17 27 Combined Statement of Revenue, Expenditures And Unappropriated Surplus for Debt Retirement Year 1964 18 28 Statement of Construction Expenditures Compared to Appropriations Year 1964 19 29 Statement of Long Term Debt (Principal Amount) December 3I, 1964 20 30 Public Service And Enterprise Funds Statements I Municipal Liquor Fund Balance Sheet December 31, 1964 21 31 Analysis of Chan es in Sur lus Year 1964 22 32 g P Statement of Income and Expense Year 1964 23 33 Statement of Long Term Debt December 31, 1964 24 34 Publi c Utiliti e s Fund Balance Sheet December 31, I964 25 35 Analysis of Surplus December 31, 1964 26 36 Statement of Income and Expense Year 1964 27 37 Water De artment er p Op ating Expenses Year 1964 28 38 Sewer Department Operating Expenses Year 196� 29 39 Suxnmary Statement of Plant and Property and Provisions for Depreciation Dec�rnber 3I, 1964 30 40 Statement of Long Term Debt December 3I, 1964 3I 4I, 42 Village of Brooklyn Center AUDIT REPORT For the Year Ended December 31 1964 TABLE OF CONTENTS Exhibit Page Number Number A�ency Funds Statement Combined Balance Sheet December 31, 1964 32 43 Combined Statement of Revenue, Expenditures And Fund Balances Year 1964 33 44 Investment Trust Fund (A fund to accomodate the investment of temporary cash surpluses) Balance Sheet December 31, 1964 34' 45 Statement of Earnings Year 1964 35 46 Changes in Participating Fund Balances Year 1964 36 47 General Fixed Assets and General Long Term Debt Surnmar Statement of General Fixed Assets Y December 31, 1964 37 48 Suxnxnary Statement of General Long Term Debt and Interest December 31, 1964 38 49 Schedule of General Long Term Debt and Interest by Maturities 39 50 Notes to Financial Statements 51 54 Note 1 All Funds Note 2 General Fund Note 3 Special Assessme"nt Funds Note 4 Special Assessment Funds Note 5 Municipal Liquor Fund Note 6 Municipal Liquor Fund Note 7 Public Utilities Fund Note 8 Summary Statement of General Fixed Assets Note 9 Summary Statement of General Lang Term Debt and Interest Note 10 All Funds MOEN PENTTILA CERTIFIED PUBLIC ACCOUNTANTS 1210 GLENWOOD AVENUE MINNEAPOLI8 5. MINNESOTA DIAL 977•5180 1 To the Village Council Village of Brooklyn Centex Brooklyn Center, Minnesota Gentlernen: We have examined the financial statements of the various funds of the Village of B�ooklyn Center as of December 31, 1964 and for the calendar year then ended. Our examination was made in accordance with generally accepted auditing standards and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the cir�umstances. Audit Defined In accordance with the terms of our engagement, we conducted a"Limited General Audit", which is defined as "an examination which consists of a review of internal control and accounting procedures and the details of all records (including subsidiary records and supporting data) as to mathematical accuracy, propriety and completeness of all transactions, on a test basis. This type of audit presusnes that the auditar is expected to render an opinion (subject to such qualifications as may seem necessary) concerning all of the transactions and records even though he has not examined all of them in detail. Scope of Examination Our examination covered all financial transactions and funds of the Village as included in the records maintained by the Department of Finance. 1 Village Council Brooklyn Center In our opinion, the accompanying balance sheets and related statements of revenue, expenditures and surplus, together with notes appended thereto, present fairly the financial position of the various funds of the Village of Brooklyn Center on December 31, 1964 and the results of their o erations for the year then ended, in conformity with generally P accepted governmental accounting principles, applied on a basis consistent with that of the previous year. Respectfull submitted, �,�ea� Oiva Penttila Certified Public Accountant Field work completed Apri1 28, 1965. Report signed May 20 1965 2 Village of Brooklyn Center Audit Year 1964 GENERAL COI�IMENTS Or�anization The Village of Brooklyn Center was incorporated on Februa.xy 14, 191I, ur suant to Minne s ota statute s MSA Gha ter 412 P P The Village is governed by an elected Council, cornprised of a mayor, a clerk and three trustees who serve under a system of staggered terms of office. The Council, with th� assistance of various administrative and advisory commissions, formulates the general policies of the ViI].age and ret�.ins direct control over expenditures. The responsibility for carrying out poliGy and directing Village affairs is delegated to a Village Administrator, who is the appointed executive officer for the Council, General Operations The Village, in addition to the usual activities of general government, public safety a.nd welfare, highways and recreation, operates three off-sale liquor stores and a public sewer and water utility. Net revenues produced in excess of working capital requirements by municipal liquor store operations have been used towards financing current expense and capital outlay programs of the Village general fund. The net revenues of the public utility have been retained within the- Public Utilities Fund and emplo�ed: for sewer and water utility purposes. ��I I 3 Village of Brooklyn Center Audit Yeax° 1964 GENERAL COMMENT S Financial Control Financial control over governmental activities is exercised by th�; Gouncil through the use of budgetary procedures. A preliminary budget or financial plan for each ensuing year's operations is prepared and submitted to the Council by the Village Administrator in coordination with the Department of Finance and the various operatixig departments within the Village. This preliminary plan is reviewed, evaluated and amended, and by authority of the Council becomes the formal budget for Village operations. Attendant actions are taken to certify needed tax levie� and the budget document is entered on the records to become an integral part of the budgetary system:. Exclusive authority over all bud et matters remains with �he Council g and all changes and/or amendments require specific approval of the Couneil. Periodic financial reports which compare actual performance with the budget enablc the Council to check on the current financial, status of the Village and measure the effectiveness of budgetary controls. Governmental budget procedures are not used in connection with liquqr store and public utilities operations, because these operations are primarily of comm,ercial nature and employ concepts peculiar to revenue producing entities. A summary of the budget document for the calendar year 1964 is shown below: -4- Village of Brooklyn Center Audit Year 1964 GENERAL COMMENTS Financial Control, Cont'd Proposed Expenditux°es (Public Service Enterprise� Excluded) Village operations (General Fund) $732, 404 :Park general fund lla, 150 Poor relief 11, 745 Firemen's Relief A s sociation 11, 745 Debt service 49, 002 Public Employees Retirement Association 26, 735 County park system (remitted direct and not accounted for by the Village) 4, 385 Total Proposed Expenditures $95I, 166 Proposed-Method of Financing Taxation (see below) 593, 281 From state and federal agencies (shared taxes) 95, 000 Local revenues: Liquor stores $I00, 000 Permits, licenses and fines 65, 000 Services to special assessment funds 50, 000 Services to public utilities fund 8, 700 Recreation receipts 8, 285 Rental of park properties 900 232, 885 Appropriated general fund surplus 30, 000 Total Proposed Financing $951 166 1 1 _5_ i Village of Brooklyn Center Audit Year 1964 1 GENERAL COM.NIENT S Financial Con�rol, Cont'd A summary and a comparison of the ad valorem tax levy for the current year 1964 with the year 1963 is presented below: 1964 1963 Mill Rate Amount Mill Rate Amount Tax Levy Village operations (general fund) 35. 79 $420, 419 34. 61 $387, 500 Park general fund 5. 90 69, 250 5. 69 63, 773 Paor relief 1. 00 11, 745 1. 79 20, 044 Firemen's Relief Assn. 1. 00 11, 745 .99 11, 086 Debt service 4. 1€3 49, 002 4. 52 50, 615 Public Employees Retirement Association 2. 27 26, 735 2,12 23, 739 County park system 37 4, 385 40 4, 479 I� Total Levy 50. 51 $593, Z81 50. 12 $561, 236 Assessed Valuation 1964 1963 Real estate $10, 409, 834 9, 922, 322 Personal property 1, 336, 486 I, 275, 518 Total Assessed Valuation $11, 746, 320 $11, 197, 840 The results of opex°ations for the year and a comparison of these results to budget- estimates are set �orth by funds within the financial staternent section of this report. I t 6 Village of Brooklyn Center Audit Year 1q64 GENERAL COMMENTS Accounting System The accountin for activities of the Villa e is divided into various ur ose rou s g g P P g P or funds as required by statute or accounting principles. All funds, with some minor variances, are maintained on an accrual basis. Generally accepted accou.nting principles and principles relating to governmental accountin as develo ed b the g P Y National Committee on Governmental Accounting are adhered to in all funds. The accounts of the ViJ.lage are classified in conformance with the Classificati.on of Accounts for Use b Fiscal Officers in Cities and Villa es as issued b the Y g Y Department of Public Examiner, State of Minnesota. The Public Utilities Fund accounts are classified in accordance with recommendations contained in the Manual of Water Works Accountin and this classification is ermissible under the Exami.ne g A r s order establishing account classifications for use by municipalities. The necessary separation of record keeping from activities and custodianship of funds is carefull maintained and the usual controls s c y u h as requiring the deposit of daily receipts intact, requiring more than one signature on checks for expenditures, and requiring substantiation of receipts and disbursements by registex 1 tapes, receipt copies, purchase orders and invoices are a regular part of established methods for handling day to day transactions. I In summary, the �ystem of accounting is in compliance with statutory require- ments, incorporates proper principles of accounting, and provides accurate reporting and control over finances. ^7_ Village of Brooklyn Center Audit Year 1964 t GENERAL COMMENTS Additional Reports Submitted A separate report covering the examination of the records and accounts of the Village has been prepared and directed to the Council. This report, as such, is not a financial report but contains various observations of the auditor relating to financial matters as noted during the conduct of the examination. The purpose of the report is to assist the governing body of the Village in an advisory capacity by r submitting specific xecommendations and su estions concernin the a.dministration gg g of Village affairs, and nothing contained therein is materially relevant to the fairness of representations as contained on this audit report. The terms of the audit agreement include an examination of the accounts and records of the "Brooklyn Center Fire Department Relief Association" (an organization distinct and separate from the Village of Brooklyn Center). The report concerning the activities of this entity has been directed to the association under separate cover. _g_ �1 1 Village of Brooklyn Center LISTING OF VILLAGE OFFICIALS December 31, 1964 Term of Office Term Expires Village Council (Elected) Mayor Gordon Erickson Two years 12-31 -65 Village Clerk Henry Dorff Two years 12-31 -64 Trustee John Leary Three years I2-31 -64 Trustee Phil Cohen Three years 12-3I -65 Trustee Howard Heck Three years 12 Other Elected Officials Village Treasurer Theodore L. Willard Two years 12-31 -65 Village Assessor John Nordberg Two years 12-31 -b4 Officials Not Elected Village Administrator A. J. Lee Assistant to the Administrator A11en S. Lindman Administrative Assistant Thomas Hadd Department Heads: Finance P. W. Holmlund Engineering Donald G. Po s s Police Thomas G. O'hehir Fire Carl Anderson Protective Inspection Donald Stark Civil Defense Edwin Coleman Public Utilities Frank Smith, Jr. Streets and Highways Henry Davis Liquor Stores Truman Nelson Parks and Recreation Eugene Hagel Municipal Judge James H. Johnston Health Officer R. I. Shragg, M. D. Fire Marshall Irvin Miller. Park Board Paul Bullen, Ghairman Francis Irvin Mrs. Janet Johnson 1 t 1 -9- Combined Explanation Total (Note 1) Assets and Resources Cash on hand and in depositories 476, 658 Temporary investments 1, 674, 4I9 Accounts receivable 83, 554 Accrued revenue 32, 791 Due frorri other funds 264, 563 Cash held by County Treasurer�s office 10, 470 Taxes receivable 19, 926 Special assessment receivables 4, 415, 506 Cash held by paying agents for debt and interest 592, 360 Inventories and �upplies 106, 70? Securities held for inuestment and securities authorized for sale 1, 419, 801 Prepaid expenses and deferred charges 10, 791 Fixed assets (net of depreciation where applicable) 12, I83, 623 Una�sessed construction 260, 732 Amount available general debt and interest 15, 488 Amount to be provided general debt and interest 599, 464 Tatals $22, I66, 853 Li�.bilities Vouchers and accounts payable 77, 667 Contracts payable 63, 718 Assessments payable I45, 902 Accrued expenses. I43, 44? Due to other funds 264, 563 Gonstruction loans payable 190, 000 Bonds and interest coupons not redeemed from paying agents 9, 380 Customer and contractor degosits 122, 495 Bonds and certificates payable 6, 719, 800 Due funds participating in investment trust 1, 128, 600 Interest payable in future years (general debt) 118, 576 Total Liabilities 8, 984, 148 Surplus, Reserves and Fund Balances Surplus and surplus reserves set aside 1, 080, 507 Contributed surplus 7, 046, 671 Investment in general fixed assets 4, 704, 265 Unexpended appropriations, authorizations and balances 351, 262 Total 5urplus, Reserves and Fund Balances $13, 182, 705 Totals $22, 166, 853 Village of Brooklyn Center COMBINED BALANCE SHEET ALL FUNDS AND GROUPS �CONDENSED FORM� Exhibit I December 31, 1964 Special Debt Special Municipal Public General General Debt General Revenue Bond Service Assessment Liquor Utilities Agency Investment Fixed Assets and Fund Funds Funds Funds Funds Fund Fund Funds Trus: Fund Group Interest Group �Exhibit 2) �E�ibit 7} �Exhibit 13) �Exhibit 15} �Exhibit 17� (Exhibit 21� �Exhibit 25� �Exhibit 32} (Exhibit 34) (Exhibit 37j �'Exhibit 38) �107, 987 47, 867 207 13, 137 163, 916 47, 823 64, 903 12, 340 18, 478 17, 94I 7, 326 575 771, 679 30, 431 826, 786 19, 68I 6 004 301 35, 737 201 37, 802 3p 509 27, 571 5, 220 61, 954 5 202, 600 4 2, 038 213 130 7, 986 103 14, 213 2, 697 1, 64I 44 1, 331 4, 324, 374 91, 132 1 517, 639 lb, OOI 19, 669 39, 05I 8, 950 93, 377 4, 380 296� 5Q0 1, 123, 301 5, 419 324 1, 433 3, 615 26, 488 7, 452, 870 $4, 704, 265 260, 732 I I5, 488 599, 464 $224, 506 58, 728 $296, 707 15 488 $6, 284, 707 $2I5, 754 $8, 528, 728 36, 968 $1, 146, 999 $4, ?04, 265 $654, 003 9, 412 1, 983 14, 934 24, 468 26, 853 17 24, 741 38, 977 $145, 902 16, 5I6 I, 904 96, 347 5, 88I 22, 799 l, 241 15, 711 13, 849 222, 725 313 I 0, 714 10 190, 000 8,142 638 375 225 I04, 113 I8, 382 5, 218, 500 I12, 000 1, 000, 000 389, 300 1, I28, 600 I I 8, 576 27 169 44, 339 13, 849 $5, ?89, 625 $143, 300 $I, 164, 854 10 $1, 146 999 $654 003 $197, 337 14, 389 442, 166 72, 454 317, 203 36, 958 7, 046, 671 $4, 704, 265 282, 858 15, 488 52, 916 $197, 337 I4, 389 $282 858 15, 488 495, 082 72, 454 $7, 363, 874 36, 958 $4, 704, 265 I $224, 506 58, 728 $296, 707 15, 488 $6 284, 707 $215, 754 $8, 528, ?28 36, 968 $1, 146, 999 $4, 704, 265 $654, 003 'I �See notes to financial statements) 10 This statement is an integral part of report dated April 28, 1965. i, Exhibit 2 Village of Brooklyn Center General Fund BALANCE SHEET December 31, 1964 ASSETS Assets Ca.sh on hand and in depositories $107, 987 Temporary investments I7, 941 Accounts receivable 6, 004 Due from other funds 61, 954 Cash held by County Treasurer's office 2, 038 Taxes receivable: Real estate and personal property taxes: Levied during 1963, collected in 1964 9, 968 Prior years' levies 4, 245 14, 213 Inventories of supplies: I Materials and supplies 6, 285 Small tools 2, 665 8, 950 Expenditures deferred to 1965 budget appropriations and taxation 5, 4I9 Total $224, 506 T LIABILITIES, RESERVES AND SURPLUS Liabilities Vouchers payable 9, 412 Accrued payroll 16, 5I6 Due to othex° funds 1, 241 Total Liabilities 27 169 Surplus Reserve for 1964 budget encumbrances 2, 203 Reserve for imprest cash and prepaid or deferred expenditures 14, 578 Unappropriated surplus (Exhibit 3) (Note 2) 180, 556 Total Surplus I97, 337 Total $224, 506 (See notes to financial statements) This statement is an integral part of report dated April 2$, 1965. I 11 r Exhibit 3 Village of Brooklyn Center General Fund ANALYSIS OF CHANGES IN UNAPPROPRIATED SURPLUS Year 1964 A ctual Budget Over (Under) Actual Estimate Estimate Unappropriated Surplus, January 1, 1964 $1$2, I79 $I$2, I79 Addo Revenue (Exhibit 4) 742, 902 702, 804 $40, 098 Total Balance and Additions $925, 081 $884, 983 $40, 098 De duc t: Expenditures (Exhibit 5) $738, 868 $750, 654 ($11, 786) Encumbrances (Exhibit 5) 2, 203 2, 203 Increases to reserves for assets set aside for specific use 3, 454 3, 454 Total Deductions $744, 525 $750, 654 6, 129) Unapprop Su December 31, 19 $I80, 556 $I34, 329 $46, 227 1 (See notes to financial statements) This statement is an integral part of report dated April 28 I9b5 12 Exhibit 4 Village of Brooklyn Center General Fund STATEMENT OF REVENUE ESTIMATED AND ACTUAL Year 1964 A ctual Budget Over(Under) Actual Estimate Estixnate Taxes Real estate and personal property taxes $419, 874 Penalties and interest on tax bills 3, 168 Total Taxes $423, 042 $420, 419 2, 623 Licenses, Permits and Fines Fines, forfeitures and penalties 24, 21;5 Building permits 7, 307 Electrical permits 4, 693 Plumbing permits 4, 24I Heating permits 3, 149 Sewage and water permits 2, 485 Dog licenses and pound fees 2, I88 Electrical licenses 1, 120 Bicycle licenses 1, 093 Plumbing licenses 900 Heating licenses 695 Cigarette licenses 446 Certificates of occupancy 444 Gas piping licenses 37Q Service station licenses 350 Zoning charges and special permits 244 Well drillers' licenses 240 Well permits 230 Bowling alley licenses I71 Malt licenses 7,40 Housemovers' licenses 12a Garbage and xubbish hauling licenses 110 Miscellaneous licenses (categories under $100) 285 Total Licenses, Permits and Fines 55, 241 65, 000 9, 759) Shared Taxes State cigarette and liquor taxes 72, 824 State aid for street maintenance 17, b55 Mortgage registry tax 5, 170 Mobile home registry tax 19 Total Shared Taxes 95, 668 95, 000 668 13 Exhibit 4 C ont' d Village of Brooklyn Centex General Fund STATEIVIENT OF REVENUE ESTIMATED AND ACTI7AL Year 1964 A ctual Budget Ovex(Under) A ctual E stimate Es Gimate Charges for Current Services Recreation 10, 942 Assessment searches, photos, platting fees, etc. and other general governmental services l, 943 Total Charges for Current Services I2, 885 8, 285 4, 600 Charges to Other Funds Engineering and clerical f�es 73, 093 Rent and administrative charges: Public Utilties Fund 8, 700 Expense reimbursements Liquor Fund 660 Work order charges use of equipment 13, 490 Total Charges to Other Funds 95, 943 58, 700 $37, 243 Other Interest on temporary investments 2, 515 Rent Minnesota Highway Department 519 Hall rental 150 Sale of miscellaneous assets 1, 788 Miscellaneous 151 Total Other 5, I23 400 4 723 Transfers In Municipal Liquor Fund 55, 000 55, 000 -0- Total Revenue $742, 902 $702, 804 $40, 098 n tes to financial statements (See o This statement is an integral part of report dated April 28 1965 14 Village of Brooklyn Center Exhibit 5 General Fund STATEMENT OF EXPENDITURES, APPROPRIATIONS AND ENCUMBRANCES Year 1964 1964 Bud et A ro riations Ex enditures and Encumbrances Over Ex ended AP P P P Original Amendments During 1964 Final 1964 Dec. 31, 1964 Under Expended 1964 Budget Increases Decreases 1964 Budget Expenditures Encumbrances Appropriations General Government Mayor, Council and Treasurer 19, 825 2, 620 2, 957 19, 488 I1, 663 7, 825 Municip4l Court I3, 984 13, 984 10, 788 3 196 Election and voter registration 10, 363 I0, 363 10, 279 84 Finance Municipal Clerk 67, 744 67, 744 66, 058 1 686 Assessor 13, 880 13, 880 14, 293 142 555) Accounting and internal audit 17, 054 17, 054 18, I60 I, 106) Independent audit 4, 600 4, 600 4, 874 274) Legal 13, 500 13, 500 9, 786 3, 714 General government buildings 20, 436 20, 436 22, 976 2, 540) Total General Government $181, 386 2, 620 2, 957 $I81, 049 $168, 877 142 $12, 030 I Public Safety and Welfare Police Protection $167, 040 338 $167, 378 $I66, 365 700 313 Fire protection 18, 480 917 19, 397 18, 778 619 Protective inspection 28, 187 28, 187 27, 330 308 549 Civil defense 2, 720 4, 667 7, 387 5, 782 20 1, 585 Animal control 4, 500 4, 500 4, 365 135 Nursing service 6, 455 6, 455 6, 454 1 Total Public Safety and Welfare $227, 382 5, 922 $233, 304 $229, 074 1, 028 3, 202 Hi �hways Engineering 67, 802 67, 802 81, 767 8 ($I3, 973) Street department and maintenance shop 182, 100 $12, 665 194, 765 183, 077 1, 025 10, 663 I Street lighting 29, 000 29, 000 27, 424 1, 576 Total Highways $278, 902 $12, 665 $291, 567 $292, 268 I, 033 I, 734) Recreation Supervision of recreation 10, 169 10 169 10, 271 102) Adult programs 4, 150 4, 150 5, 883 1, 733) Summer playgrounds 10, I40 10, 140 11, 493 I, 353) Summer programs 13, 300 13, 300 I4, 229 929) Fall and winter sports 6, 975 6, 975 6, 773 202 Total Recreation 44, 734 44, 734 48, 649 -0- 3, 915) Grand Total $732, 404 $21, 207 2, 957 $750, 654 $738, 868 2, 203 9, 583 (See notes to financial statements) This statement is an integral part of report dated April 28 1965 15 Village of Brooklyn Center Exhibit 6 General Fund STATEMENT OF EXPENDITURES AND ENCUMBRANCES CLASSIFIED AS TO ACTIVITY, CHARACTER AND OBJECT Year 1964 Total Encumbrances Total Current Expense Classification Total Capital Expenditures and Current Personal Contractual Capital Outlay Classification Expenditures Expense Services Services Commodities Other Expenditures Land Equipment 1 General Goveriirrient Mayor, Council and Treasurer 11 663 11, 663 6, 457 2, 220 2, 986 Municipal Court 10, 788 10, 565 10, 410 I45 10 223 223 Elections and voter registration 10, 279 2, 142 2, 093 49 8, I3? 8, I37 Finance Municipal Clerk 66, 058 65, 668 38, 961 12 960 6, 227 7, 520 39� 390 Assessor 14, 435 14, 220 13, 351 768 l0I 215 215 Accounting and internal audit I8, 160 18, 160 18, I20 40 Independent audit 4, 874 4, 874 4, 752 122 Lega1 9, 786 9, 786 9, 786 I General government buildings 22, 976 19, 161 I0, 213 6, 682 2, 266 3, 8I5 2, 530 1, 285 Total General Government $169, 019 $156, 239 $114, 143 $22, 752 8, 739 $I0, 605 $12, 780 2, 530 $10, 250 Public Safety and Welfare Police protection $167, 065 $164, 026 $150, 439 906 8, 522 4, 159 3, 039 3, 039 Fire protection 18, 778 14, 931 12, 322 1, 151 I, 180 278 3, 847 3, 847 Protective inspection 27, 638 27, 638 26, 592 97I 75 Civil defense 5, 802 1, 732 890 575 267 4, 070 4, 070 Animal control 4, 365 4, 365 4, 365 Nursing services 6, 454 6, 454 6, 454 Total Public Safety and Welfare $230, 102 $219, 146 $190, 243 $14, 422 9, 969 4, 512 $10, 956 $10 956 Highways I Engineering 81, 775 81, 464 80, 476 3I7 651 20 31I 311 Street department and maintenance shop 184, 102 158, 827 93, 692 I, 149 58, 497 5, 489 25, 275 25, 275 Street lighting 27, 424 27, 424 27, 424 Total Highways $293, 301 $267, 7I5 $174, I68 $28, 890 $59, I48 5, 509 $25, 586 $25, 586 Recreation Supervision of recreation 10, 271 10, 271 8, 948 641 637 45 Adult programs 5, 883 5, 883 4, 902 981 Summer playgrounds 11, 493 11, 493 8, 648 2, 845 Summer programs 14, 229 14, 229 11, 355 2, 874 Fall and winter sports 6, 773 6, 773 6, 422 351 Total Recreation 48, 649 48, 649 40, 275 641 7, 688 45 -0- -0- -0- Grand Total $741, 07I $691, 749 $518, 829 $66, 705 $85, 544 $20, 671 $49, 322 2, 530 $46, 792 (See notes to financial statements) This statement is an integral part of report dated April 28, 1965. 16 Exhibit 7 Village of Brooklyn Center Special Revenue Funds COMBINED BALANCE SHEET December 31, I964 Combined Park Board Poor Total Fund Fund ASSETS Cash on hand and in depositories $47, 867 $42, 620 5, 247 Texnporary investments 7, 326 7, 326 Accounts receivable 301 301 Cash held by County Treasurer's office 2I3 I79 34 Taxes receivable: Real estate and personal property taxes: Levied during 1963, collectible in 1964 1, 923 l, 642 281 Prior years' Ievies 774 589 I85 Expenditures deferred to 1965 budget 324 324 Totals 58 728 45 655 I3 473 LIABILITIES, RESERVES AND SURPLUS Liabilities Vouchers payable 1, 983 752 1, 231 Contracts payable 24, 741 24, 741 Due to other funds 15, 7I I 15, 711 Accrued payroll I, 904 I, 904 Total Liabilities $44, 339 $43, 108 1, 231 Surplus Unappropriated surplus (Exhibit 14, 389 2, 547 11, 842 Totals $58, 728 $45, 655 $13, 073 (See notes to financial statements) This statement is an inte ral part of report da.ted April 28 1965 g 1 17 Exhibit 8 Village of Brooklyn Center Special Revenue Funds COMBTNED ANALYSIS COF CHANGES IN UNAPPROF'RTATED SURPLUS Year 1964 Combined Park Board Poor Total Fund Fund Unappropriated Surplus, January 1, 1964 27, 120 12, 951 $14, 169 Add: R.evenue (Exhibits 9 and 12) 128, 334 1I5, 996 12, 338 Deduct: Expenditures and encuxnbrances (Exhibits 10 and 12) 141, 065) 126, 40Q) 14, 665) Unappropriated Surplus, December 3I, 1964 14, 389 2 547 lI 842 (See notes to financial statements) This statement is an integral part of report dated April 28, 1965. 18 j� Exhibit 9 Village of Brooklyn Center Park Board Fund (A Special Revenue Fund) STATEMENT OF REVENUE-ESTIMATED AND ACTUAL Year 1964 Actual Budget Over (Under) Actual Estimate Estimate General property tax 69, 154 69 250 96 Rents 900 900 Concessions 842 437 405 Grants and gifts 100 100 Transfers in from Municipal Liquor Fund 45, OQO 45, 000 Total $115, 996 $I15, 687 $309 (See notes to financial statements This statement is an inte ral art of re ort dat d A ril 28 1 65 g P P e P 9 I l 19 T I� Exhibit I0 illa of Brookl n Center V ge y Park Board Fund (A Special Revenue Fund} STATEMENT OF EXPENI?ITURES, APPROPRIATIONS AND ENCUMBRANCES Year 1964 1964 Bud�et Appropriations (Over Expended) Original Final 1964 Under Expended Function 1964 Budget Increases Decreases 1964 Budget Expenditures Appropriations I General ark administration 53, 425 537 53, 962 53, 152 810 P General park maintenance 13, 050 13, 050 10, 767 2, 283 Park garage 9A0 900 921 2I) Acquisition of park facilities and equipment: Shelters 41, 6T 1 32, 000 53, 61I 53, 611 Other 3, 389 3, 389 5, 362 1� 973) Operation of facilities. Grandview Park $00 800 671 129 Northport Park 400 400 677 277) Garden City Park 350 350 475 I25) HappY Hollow Park 250 250 162 88 Brooklane Park 200 200 149 5I Orchard Lane Park 175 175 4I 134 Kylawn Park 175 175 84 91 Bellvue Park 175 I75 229 54) Willow Lane Park 150 150 100 50 Wangstad Park 50 50 50 j Evergreen Park 50 50_ 50 Total $1I5, I50 $I2, 537 0- $127, 687 $126, 401 1, 286 (See notes to financial statements) This statement is an integral part of report dated April 28, 1965. I 20 Exhibit 11 Villa e of Brookl n Center g Y Park Board Fund (A Special Revenue Fund) STATEMENT OF EXPENDITURES CLASSIFIED AS TO ACTIVITY, CHARACTER AND OBJECT Year 1964 Ca ital Ex enditures Classification p P Total Current Expense Classification Total Land Buildings and I Total Current Personal Contractual Capital Outlay And Land Building Activity Expenditures Expense Services Services Commodities Other Expenditures Improvements Improvements Equipment General park administration 53, 152 $45, 346 $43, 581 228 32 1, 505 7, 806 7, 236 570 General park maintenance I0, 767 8, 252 8, 252 2, 5I5 2, 515 Park garage 920 92� 914 6 Acquisition of park facilities and equipment 58, 973 58, 973 $57, 514 1, 459 Operation of facilities: Grandview Park 671 671 498 I73 Northport Park 677 677 345 332 Garden City Park 475 475 149 326 Happy Hollow Park 162 162 126 36 Brooklane Park 149 149 149 Orchard Lane Park 41 41 41 Kylawn Park 84 84 46 38 Bellvue Park 229 229 47 182 Willow Lane Park 100 100 100 Total 126 400 57 I06 43 581 2 543 477 1 505 6 2 4 7 236 57 514 4 44 I 9, 9, 9 5 I (See notes to financial statements) This statement is an integral part of report dated April 28, 1965. 21 1 Exh�bi.t L 2 Village of Brooklyn Center Poor Fund(A Special Revenue Fund) STATEMENT OF REVENUE AND EXPE�TDITURES Year 1964 Revenue General prop.erty tax special ad valorem levy $11, 809 Relief grants 347 Interest earned on temporary investments 182 Total Revenue $12, 338 Expenditures Subsistence care and support payments $11, 817 Administrative charge 2, 8�48 Total Expend'ztures $I4, 665 Excess of Expenditures Over Revenue 2, 327) See notes to financial statements) This statement is an integral part of report dated April 28, 1965. I i 1 t 22 Exhibit 13 Village of Brooklyn Center Bond Funds COMBINED BALANCE SHEET December 3I, 1964 Certi�ieates Certi�icates of of Combined Library Indebt�;dness Indebtedness Total Bonds #9 ASSETS Cash in bank 207 $207 Certificates and bonds authorized but not sold 296, 500 $260, 000 $36, 500 Totals $296, 707 $260, OQO $207 $36, 500 LIABILITIES AND SURPLUS Due to other funds I3, 849 12, 779 1, 070 Surplus: Reserve for authorized expenditures 282, 651 247, 221 35, 430 Unappropriated surplus 207 $207 Totals 2 6 707 260 Op0 207 9 $36, 500 (See notes to financial statements) This statement is an integral part of report dated April 28 1965 23 I I� Exhibit I4 r Village of Brooklyn Center Bond Funds I COMBINED STATEMENT OF APPROPRIATIONS AND EXPENDITURES Year 1964 #8 #9 Certificates Certificates Combined Library of of• Total Bonds Zndebtedness Indebtedness Reserve for Authorized Expenditures General obligation bonds (unsold at I2-31 -64) $260, 000 $260, 000 Certificates of indebtedness (sold during 1964) 35, 500 $35, 50Q (unsold at 12-31 -64) 36, 500 $36, 500 Total Amount Appropriated $332, 000 $26Q, 000 $35, 500 $3b, 500 Less: Expenditures for authorized purposes: Year 1964 1. Voting machines 35, 293 $35, 293 2. Radio equipment 1, 070 I, 07D 3. Library pl,ans and preliminary costs 12, 779 12, 779 Total Expenditures 49, I42 12, 779 $35, 293 1, 070 Res�rve for Authorized Expenditures Dece mber 31, 1964 $282, 651 $2�47, 221 $35, 430 Una ro riated Sur lus PP P P December 31 1964 207 207 (See notes to financial statements) This statement is an integral part of report dated �,pri� 28, 1965. 24 Exhibit I5 Village of Brooklyn Center D�;bt Service Funds COMBINED BALANCE SHEET r December 3I, 1964 Certificates State Loan Combined Park of (Cash Basis Total Bonds Indebtedness Fund) A SSET S Cash on hand and in depositories $13, 137 9, 561 2, 887 689 Temporary investments 575 407 168 Due from other funds 5 5 Ca.sh held by Cqunty Treasurer's office 130 93 37 Taxes receivable: Real estate and personal property Levied during 1963, collectible 1964 1, 145 829 316 Prior year levies 496 321 175 Totals $15, 488 $I1, 216 3, 583 689 Unapprapriated Surplus $I5, 488 $I I, 216 3, 583 689 1 See notes to financial statements 1 This statement is an integral part of report dated April 28, 1965. 1 r 25 Exhibit I6 Village of Brooklyn Center Debt Service Funds �i COMBINED STATEMENT OF REVENUE, EXPENDITURES AND SURPLUS Year 1964 Certificates State Loan. Combined Park of (Cash Basis Total Bonds In.debtedness Fund) Unappropriated �urplus, January i, 1964 $13, 339 9, 105 2, 858 1, 376 I Add: Revenue General property tax levies 48, 788 34, 994 I2, 978 8i6 Interest on temporary investments 574 407 167 Total Balance and Additions $62, 70I $44, 50b $16, 003 2, 192 I Deduct: Expenditures Principal paid $33, 300 $20, 000 $12, 000 1, 300 Interest paid I3, 855 13, 232 420 203 Service charges (paying agent) 58 58 Total Expenditures $47, 213 $33, 290 $1,2, 420 I, 503 1 Unappropriated Surplus December 31, 1964 $I5, 488 $11, 216 3, 583 689 (See notes to financial statements) I This statement is an integral part of report dated April 28, 1965 �I i 26 i 1 All Funds Combined A s sets Total 163 916 Cash on hand and in depositories Temporary investments 771 679 Accounts receivable 35, 73? Due from other funds 202, 600 Cash held by County Treasurer's office 7 986 Taxes receivable delinquent 44 Assessments receivablee Future year installments (Principal) 3, 164, 652 Delinquent assessments (Principal and interest) 119, 525 From P�.rk Board Fund (Principal-no interest charge) 83 569 From Village General Fund (Principal-no interest charge) 62, 333 From University of Minnesota (Principal and interest� 449, 258 Interest receivable applicable to 1964 on installments due 1965 161 General Village share for future taxation (Principal only) 437, 876 Authorization to assess for construction in progress 260, 732 Cash held by paying agents for debt and interest 517 639 Totals $6, 284, 707 i Liabilitie s Vouchers and contracts payable 53, 911 Accrued expenses and costs 9, 350 Due to other funds 222, ?25 Construction loans payable 190, 000 Bonds payable future years 4 796 000 Bonds and interest not redeemed (monies with paying agent} Bonds maturing January 1, 1965 422, 500 Interest coupons maturing January 1 1965 86 997 Bonds and interest coupons matured and not redeemed 8, I42 Total Liabilities $5, ?89, 625 Unappropriated surplus (deficit) for debt retirement (Exhibit 18) 442 166 Unexpended appropriations for construction (Exhibit 20} 52, 91 6 Totals $6, 284, ?0? t 1 Village of Brooklyn Center Exhibit I7 Special Assessment Funds CQMBINED BALANCE SHEET December 31 1964 1 56 B 1 58 A 1 58 B 1 5 AB 1 60 AC 1961 AB 1963 1 65 Bond Fund 1955 A 1956 AC 9 1957 AB 9 9 9 9 9 9 No. 1 Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund 0 6 8 5I 15 477 10 144 I8 471 5 733 56 6I I2 17 8, 518 6, 250 18, 37 3, 9 9 9 9 9 48, 953 126, 536 126, 534 20 979 98, 447 67, 087 172, 654 50, 976 I, 009 23, 764 34, 740 1 35, 737 63 8, 556 17, 634 176, 347 128 237 682 166 20 99 72 1,776 4,606 200 44 91, 604 68, 597 208, 15I 49, 493 1Q6, 999 227, 747 I15, 892 269 248 799 120 670, 225 557, 576 t 995 1, 231 5, 024 508 3, 161 4, 801 896 2, 655 40 662 49 431 I0, 16I 5, 199 3, 020 14, 378 3, 775 32, 153 22, 469 2, 575 486 15,978 36,455 9,414 67, 567 56, 279 35, 019 239, 868 22, 041 Z8, 484 147 56 113 6,845 2, 705 4, 319 116 690 189 494 I04, 282 20, 386 $260, 732 i 24, I47 25, 664 57, 743 51, 700 43, 743 32, 087 24, 920 46, 256 133, 407 77, 972 $174, 345 $296, 126 $480, 354 $126, 815 $268, 291 $396, 695 $333, 209 $526, 319 $1, 459, 3I3 $1, 067, 864 $894, 644 $260, 732 80 14, 602 39, 229 9,350 1 I01 63 2, 308 3 1 4, 093 47, 569 168, 587 190, 000 $132, 000 193, 000 330, 000 50, 000 $120, 000 $350, 000 270, 000 490, 000 1, 305, 000 920, 000 636, 000 t 21, 500 21, 000 50, 000 50, 000 40, 000 25, 000 20, 000 35, 000 100, 000 60, 000 2, 647 3, 478 7, 459 1, 700 3, 350 7, 087 4, 830 11, 169 28, 645 16, 632 I 1, 186 284 393 90 8? 4, 762 I, 340 $I56, 147 $218, 765 $387, 806 $101, 700 $163, 743 $382, 087 $297, 308 $536, 259 $1, 438, 408 $1, OI6, 66? $882 919 $207, 816 I 18, 198 ?7, 361 92, 548 25, 115 104, 548 I4, 608 35, 901 9, 940� 20, 905 5I, 197 11, 725 52,916 $174, 345 $296, 126 $480, 354 $126, $15 $268 291 $396 695 $333, 209 $526, 319 $l 45 313 $I, 067, 864 $894, 6 $260, 732 (See notes to financial statements} This statement is an integral part of report dated April 28, 1965. I I 27 Exhibit 18 Village of Brooklyn Center Special Assessment Funds COMBINED STATEMENT OF REVEIVUE, EXPENDITURES AND UNAPPROPRIATED SURPLUS FOR DEBT R.ETIREMENT Year 1964 Combined Total Bond Fund 1955 A 1956 AC 1956 B 1957 AB 1958 A 1958 B 1959 AB 1960 AB 1961 AB 1963 All Funds No. 1 Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Unappropriated Surplus {Deficit} January 1, 1964 $379, 845 $I5, 939 $73, 427 $84, 605 $23, 113 99, 215 $11, 121 $28, 601 $(8, I46j $I3, 578 $39, 663 1, 27I) Add; Revenue for 1964 1964 interest on assessment rolls $193, I24 5, 460 4, 023 $12, 395 3, 106 7, 489 $15, 51I $10, 782 $18, 190 $54, I73 $47, 588 $I4, 407 Interest on temporary investxnents 34, 676 2, 245 5, I44 5, 581 2, 378 4, 624 2, 958 6, 245 2, 5I5 I, 009 1, 527 450 Interest earned on U. of M. contract {Brown properties� 17, 880 2, 702 2, I65 l, 399 10, 376 92I 317 Sale property not needed 2 991 2 991 i Excess of assessments over cost of projects transferred to debt retirement purposes 21 21 Total Revenue 1964 248, 692 705 $11, 869 $23, 132 5, 484 I2, 134 $19, 868 $I7, 027 $20, 705 $65, 558 $50, 036 $15, 174 Deduct: Expenditures for 1964 Interest expense $176, I59 5, 293 6, 955 $I4, 918 3, 400 6, 700 $14, 175 9, 660 $22, 338 $57, 290 $33, 265 2, 165 Paying agent charges 1, 751 153 1 I7 220 81 101 I25 67 161 426 287 13 Assessments written off 4, 368 863 51 1 2, 081 515 857 Transferred to construction �Note 3� 4, 093 4, 093 Total Expenditures 1964 $I86, 371 5, 446 7, 935 $15, 189 3, 482 6 801 $I6, 381 9, 72? $22, 499 $58 231 $38, 502 2, I78 Unappropriated Surplus (Deficit� December 31, 1964 $442, 166 $18, 198 $77, 36I $92, 548 $25, 1 I5 $104, 548 $14, 608 $35, 901 9, 940) $20, 905 $51, 197 $l I, 725 (See notes to financial statements� I This statement is an integral part of report dated April 28 1965. I 28 E Exl�ibit 19 Village of Brooklyn Center Special Assessmc:nt Funds CONSTRUCTION EXPENDITURE'S COMPA�ZED TO APPROPRIATTONS Year 1964 Combined Total 1963 1965 All Fu�ds Fux�d Fund Ori�ina.l Appropriations as of January I, 1964 656, 722 $656, 722 -0- Additions and (Deductions New projects initiated during 1964 733, 785 733, ?$5 Appropriati.ons transferred (Note 4) 286, 498) 286, 498 Appropriations cancelled 145, 144) 145, 144) Total Appropriations $1, 245 363 $958 865 $286, 498 Deduct: Expenditures for construction During years prior to 1964 622, 524 $622, 524 During 1964 569, 923 569, 923 Expenditures related to appropriations transferred (Note 4) 233, 582) $233, 582 Total Expenditures for Construction- $1, 192, 447 $958, 865 $233, 582 1 Unexpended Appropriatipns for Construction December 31, 1964 52, 916 -0- 52, 916 (See notes to financial statements) This statement is an integral part of report dated April 28, 1965. �9 i Exhibit 20 Village of Brooklyn Center Special Assessment Funds STATEMENT OF LONG TERM DEBT (PRINCIPAL AMOUNT OUT5TANDINGj December 31, 1964 Bond Redemption Balance Last Year of Total Monies to Unpaid Installment Fund Description of Issue Issue Issue Paying Agent 12-31 -64 Due on Coupon Rates on Outstandin� Bands Bond Fund 1 Storm Sewer #1 serial issue 1952 304, 000 I92, 000 112, 000 1-1 -72 3. 50°jo Sanitary Sewer #1 serial issue 1952 48, 000 32, 000 16, 000 I-I -73 3. 20 1953 A serial issue 1953 30, OOQ 30, 000 1-1 -64 3. 25 1953 B serial issue 1953 55, 000 51, 000 4, 000 1-1 -69 3. 30 1954 A serial issue 1954 37, 000 37, 000 I-I -65 3. 00 1954 C serial is sue 1954 22, 500 2Z, 500 I-1 -65 2, 50 1955 A 1955 A serial issue 1955 497, 000 304, 000 193, 000 1-1-76 3. 25 1956 AC 1956 A serial issue 1956 535, 000 485, 000 50, 000 1-I -67 3. 75 1956 C serial issue 1956 550, 000 270, 000 280, 000 I-1 -77 3. 90 1956 B 1956 B serial is sue (refunding) 1960 200, 000 150, 000 50, 000 I 3. 40 1957 AB 1957 A serial issue 1957 430, 000 355, 000 75, 000 1-1 -67 4. 00 1957 B serial issue 1957 350, 000 305, 000 45, 000 I-1 -67 4. 50 1958 A 1958 A serial issue 1958 530, 000 180, 000 350, 000 I-1 -79 175 M@ 4. 00°�0; 75 M@ 3. 9�%; 75 M@ 3. 60°J M@ 3. 10°Jo 1958 B 1958 B serial issue 1958 390, 000 I20, 000 270, 000 I-1 -79 90 M@ 3. 60; 60 M� 3. 50°�0; 60 M@ 3. 20%; 60 M@ 3. 00°f 1959 AB 1g59 AB serial issue 19b0 630, 000 I40, 000 490, 000 1-1-81 I85 M@ 4. 50°fo;200 M@ 4. 25%; 105 M@ 4. 00°fo 1960 AB 1960 A serial issue 1960 768, 000 198, 000 570, 000 1-1-81 90 M@ 3. 00°jo; 39� M@ 4. 20°fo; 90 M@ 4. 50% 1960 B serial issue 1961 885, 000 150, 000 735, 000 I-1-81 315 M@ 4. 20a/o; 180 M@ 4. IO�j I40 M@ 4. 00%;100 M@3. 80 1961 AB 1961 A serial issue 1962 595, 000 70, 000 525, 000 I-1-82 150 M Qu 3. 75°�0;120 M@ 3. ?0°jo;I20 M@ 3. 40°Jo;I35 M@ 3. 00% 1961 B serial issue 1963 430, OOd 35, 000 395, 000 1-I -84 100 M@ 3. 70%;120 M@ 3. 60°�0;80 M@ 3. 30 M@ 2. 80% i963 Fund 1963 A serial issue 19b4 636, 000 -0- 636, 000 I-I -85 391 M@3. 20�j M@3. 40°�0;80 M@ 3. 50Qfo;75 M@ 3.60°Jo $7, 922, 500 $3, 126, 500 $4, 796, 000 (See notes to financial statements) This statement is an integral part of report dated April 28, I965. 30 Exhibit 21 Village of Brooklyn Center Municipal Liquor Fund BALANCE SHEET December 3I 1964 ASSETS LIABILITIES AND SURPLUS Current Assets Current Liabilities Cash on hand and in depositories 47, 823 Accounts payable 24, 468 Temporary investments 30, 431 Accrued salaries and wages 2, 192 Miscellaneous receivables �net) 201 Accrued Public Employees Retirement Association contribution 1, 325 Cash held by paying agent revenue Accrued interest payable on revenue certificates 2, 364 certificate account (Note 5) I6, 001 Due to other funds 313 Merchandise inventory (valued at cost} 93, 377 Bonds, coupons and call premiuxns matured Prepaid expenses 1, 433 but not presented to paying agent 638 Certificates payable portion due within one year (see below) I3, 000 Total Current Assets $189, 266 Total Current Liabilities 44, 300 Fixed Assets Long Term Liabilities Provision for Revenue certificates payable (Exhibit 24) $112, 000 Depreciation Book Lesso Portion due within one year �as above) 13, 000 Cost Amortization Value Fixtures and Equipment Total Long Term Liabilities 99, OOU Lyndale Avenue Store $11, 421 $11, 134 287 Osseo Road Store 19, 508 8, 251 lI, 257 Total Liabilities $143,300 Brookdale Store 10, 872 3., 074 7, 79g Surplus �Exhibit 22� Leasehold Tmprovements Restricted per terms of resolution authorizing Brookdale Store �Note 6} 16 386 9 240 7, 146 the issuance of revenue certificates �Note 5j 17, 208 $5$, 187 $31, 699 Undistributed surplus 55, 246 Total Book Value of Fixed Assets 26, 488 Total Surplus 72, 454 Total Assets $215, 754 Total Liabilities and Surplus �215, 754 y°See notes to financial statements� This statement is an integral part of report dated April 28 1965 31 Exhibit 22 Village of Brooklyn Center Municipal Liquor Fund ANALYSIS OF CHANG�S IN SURPLUS Year 1964 Surplus, January 1, 1964 75, 28b Add: Net income (Exhibit 23) 97, 168 Balance and Additions $172, 454 Deduct; Transfers to other Funds General Fund $55, 000 Park Board Fund 45, 000 T00, 000 Surplus, December 31, 1964 72, �54 (See notes to financial statements This statement is an inte ral art of re ort dated A ril �8 I 65 g p p p 9 I 32 Village af Brooklyn Center Exhibit 23 t Municipal Liquor Fund STATEMENT OF INCOME AND EXPENSE Year 1964 Combined #1 #2 #3 Total Lyndale Ave. Osseo Road Brookdale All Stores Store Store Store Sales $814, 932 $192. 043 $351, ?25 $271, 163 Less• Cost of salea 627, 937 I48, 620 273, 744 205, 572 Gross Mar�in on Salea $I86, 995 43, 423 77, 981 65, 591 Operatin� ExQenses Requiring Funds Salaries and wages 57, 238 18, 446 22, 4�'I 16, 32I Rent (Note 6) 9, ?21 9, 721 Utilities and heat 4. 229 984 I, 732 1, 513 Insurance 2,309 849 804 656 Repairs and maintenance 1, 541 348 bI9 574 Supplies 1, 5I7 33Z 690 495 Public employees retirerne�t fund 1, 325 558 566 201 Auditing 927 279 324 324 Protection service 7I4 150 �34 330 Telephone 648 224 �aI6 208 Laundry I98 I05 40 53 Inventory variance and adjustments 190 44 82 64 Mileage 1$4 6Q 60 60 Miscellaneous 155 46 48 6I Taxes and licensea 12$ 43 42 43 Provision for bad checks (net of recoveries) 6Q 46 I4 Breakage 31 I 12 I8 Cash (over) and short 132) 128) 35� 31 Total Operating Expenses Requiring Funds 80 979 22, 38? 27, 905 30., 687 Net Operatin� Income Before Depreciation and Amortization $lUb, 016 2I, 036 50, 076 34, 904 Less: Depreciation and amortization of leasehold improvements 6, 451 358 1, 714 4, 379 Net Operatin� Income 99, 565 20, 678 48, 362 30, 525 Add: Interest on temporary investments and check cashing fees 2, 359 Deduct: Interest and paying agent charges on revenue certificates 4, 756) Net Income 97, 168 (See notes to financial statements) This statement is an integral part of report dated April 28, 1965. 33 Village of Brooklyn Center Exhibit 24 Municipal Liquor Fund STATEMENT OF LONG TERM DEBT December 31, 1964 Interest Revenue Certificates Principal Revenue Certificates-Interest Coupons Certificate Coupon Outstanding Outstanding Dates of Outstanding Retired Outstanding Numbers Rate 1-I -64 Retired I 2-31 -64 Maturity 1-1 -64 1964 I2-31 -64 16-28 4. 00% 13, 000. 00 $13, 000. 00 -0- 1-1 -64 2, 623. 75 2, 623. 75 -0- ?-I-64 2, 363.75 2, 363. 75 -0- 29-41 4. 00 13, 000. 00 13, 000. 00 1-1 -65 2, 363. 75 2, 363. ?5 7-1 -65 2, 103. ?5 2, 103. 75 42-54 4. 25 13, 000. 00 13, 000. 00 1-1 -66 2, 103. 75 2, I 03. 75 7-I -66 1, 827. 50 1, 827. 50 S5-67 4. 25 13, 000. 00 13, 000. 00 1-I -6? 1, 827. 50 1, 827. 50 7-I -67 1, 551. 25 I, 557 25 68-80 4. 25 13, 000. 00 13, 000. 00 1-I -68 1, 551. 25 1, 55I. 25 7-1 -68 1, 275. 00 1, 275. 00 81-95 4. 25 15, 000. 00 15, 000. 00 1-I -69 1, 275. 00 I, 275. 00 7-1 -69 956. 25 956. 25 96-110 4. 25 15, 000. 00 15, 000. 00 1-I -70 956. 25 956. 25 7-1-70 637.50 637. 50 111 -125 4. 25 15, 000. 00 15, 000. 00 1-1 -71 637. 50 637. 50 7-1 -71 318. ?5 318. 75 126-140 4. 25 I5, 000. 00 15, 000. 00 1-1 -72 318. 75 318. 75 $125, 000. 00 $13, 000. 00 $112, Q00. 00 $24, 691. 25 4, 987. 50 $19, 703. 75 General Provisions of Issue a. Obligations are payable solely from net operations of the Municipal Liquor Stores and are in no way a general tax liability of the Village. b. All certificates share on a parity basis in total net revenue of all stores. c. All certificates which mature after January 1 1968 are subject to redemption (call) in inverse numerical order on January I 1965 or any interest payment date thereafter upon payment as follows: I 1. If redeemed prior to January I, 1968 at par ($1, 000) plus accrued interest, plus premium of $30.00 on each certificate redeemed. 2. If redeemed on or after January 1 1968 at par plus accrued interest. d. Pursuant to terms of the resolution authorizing and directing issuance of certificates, certain covenants require a restriction of surplus available for transfer and the periodic setting aside of funds to meet principal and interest maturities. (See accompanying notes to financial statements) This statement is an integral part of report dated April 28 1965 34 Village of Brooklyn Center Exhibit 25 Public Utilities Fund BALANCE SHEET Decembes 3I, 1964 ASSETS LIABILITIES Current Operating Assets Current Operating Liabilities Cash on hand and in depositories 56, 232 Vouchers payable 21, 341 Temporary investments 280, 861 Accrued Public Employees Retirement Association contribution 2, I84 Accounts receivable utility customers 31, 477 Accrued salaries and wages I, 321 Accrued revenue receivable (estimated unbilled sales) 24, 158 Due to other funds 9, 628 1 Accounts receivable other than utility services 6, 325 Total Current Operating Liabilities 34, 474 Assessments receivable due within one year (see below) 4, 557 Accrued interest receivable 3, 413 Liabilities Payable From Restricted Asset Accounts Inventory of stores and supplies 4, 380 Construction accounta Prepaid expenses 1, 707 Contracts and vouchers payable 5, 512 Total Current Operating Assets 413, l I0 Due to other funds I, 086 6, 598 Revenue account: Assets Restricted as to Use (Note 7) Accrued interest on bonds payable $19, 294 I Coupons matured but not presented Cash Investments Total to paying agent 375 19, 669 Total Liabilities Payable From Restricted Accounts 26, 267 Construction account 4, 667 $410, 004 4I4, 67I Revenue bond account 23, 672 60, 921 84, 593 Long Term Liabilities Reserve account -0- 75, 000 75, 000 Customer meter deposits 104, 113 $28, 339 $545, 925 Revenue bonds payable dated 7-1 -63 1, 000, 000 Total Restricted Assets 574, 264 Total Long Term Liabilities I, 104, I13 Plant and Property (Exhibit 30) Total Liabilities $I, 164, 854 Water and sewer utility in service $7, 307, 065 Less: Provision for depreciation 482, 662 NET WORTH Book Value of Plant and Property in Service 6, 824, 403 Surplus (See Exhibit 26) Other Assets Contributions in aid of construction $7, 046, 671 Work in progress (financed by revenue bond issue) 627, 535 Restricted surplus (Note 7) 175, 532 Current capital outlay 933 Unrestricted surplus I41 671 Assessments receivable {principal only) 91, 132 Total Surplus 7, 363, 874 Lessc Principal portion due within one year 4, 557 86, 575 Deferred charges (premium paid on reserve account investments) I, 908 Total Other Assets 716, 951 Total Assets $8, 528, ?28 Total Liabilities and Net Worth $8, 528, 728 (See notes to financial statements� This statement is an integral part of report dated April 28, 1965. 35 Exhibit 26 Village of Brooklyn Center Public Utilities Fund ANALYSIS OF SURPLUS December 31, 1964 Surplus Contributed Through Restricted Surplus 5pecial Assessments and Contractors Construction Revenue Bond Reserve Unrestricted Water Dept. Sewer Dept. Total Accaunt Account Account Total Surplus Balance, January 1, 1964 $2, 328, 815 $4, 354, 099 $6, 682, 914 $I3, 506 $38, 775 $78, 182 $I30, 463 542 Adjustments Reduction in restricted surplus balances to the amount required at January 1, 1964 as per bond covenants 18?) 3, I82) 3 369} 3, 369 Adjusted Balance January 1, 1964 $2, 328, 815 $4, 354, 099 $6, 682, 914 $13, 506 $38, 588 $75, 000 $127, 094 3, 9I1 Additions; Special assessment and contractor projects 239, 929 123, 828 363, 757 Interest and discounts earned on the invested balance of construction funds restricted to use for construction purposes, credited directly to the construction account 22, 101 22, 101 Transferred from operating revenue (E�ibit 27) 65, 021 65, 02I 137, 760 De ductions Interest and paying agent charges 38, 684) 38, 684� Balance December 3I, 1964 $2, 568, 744 $4, 477, 927 $7, 046, 671 $35, 607 $64, 925 $?5, 000 $I75, 532 $141, 67I See notes to financial statements t This statement is an integral part of report dated April 28, 1965. i 1 36 Exhibit 27 Village of Brooklyn Cen�er Public Utilities Fund STATEMENT OF INCOME AND EXPENSE Year 1964 Water Sewer Department Department Total Operating Income Services to customers $153, 43I $171, 242 $324, 673 Customer penalties 344 4, 735 5; 079 Earnings on temporary investments 6, 527 6 526 I3 053 Other income 1, 090 350 I, 440 Gross Operating Revenue of the Utility $161, 392 $182, 853 $344, 245 Less; Operating rev�nue deductions Operating expenses (Exhibits 28 and 29) 55, I53 $103, 099 $158, 252 Depreciation (Exhibit 30) 43, 059 44, 648 87, 707 Total Operating Revenue Deductions 9g, 212 $147, 747 $245 959 Operating Income From Utility Operation 63, 180 35, 106 98, 286 r Initial charges to new customers for service hook up (principal and interest) 102, 484 2, O11, 104, 495 Net Operating Income $165, 664 37, I17 $202, 781 Income Deduction Transfers for debt redemption (to Revenue Bond Account) 65, 021 Net Income Balance to Unrestricted Surplus $137, 760 (See notes to financial statements) t This statement is an integral part o� report dated April 28, 1965. 1 37 Village of Brooklyn Cer�;ter Exhibit 28 Public Utilities Fund WATER DEPARTMENT OPERATING EXPENSES Year 1964 Sour c e of Supply Power 8, 699 Purification supplies 4, 756 Labor 2, 844 Repairs to structures 1, 376 Materia.ls 9�9 Operation and maintenance of equipment 344 Fuel heating 330 Supplies 322 Small tools 160 Other 36 $I9, 816 Transmission Labor 5, 774 Materials 2, �}08 Equipment rental and supplies 92 g, �7� Administration Salaries and wages $1z, 645 Rent and administration (to Village of Brooklyn Center) 4, 350 Provision for Public Employees Retirement Fund 1, 092 Insurance 938 Water charge refunds 610 Operation and rr�aintenance of equipment 495 Consulting fees 482 Fuel equipment �19 SmaII tools I36 Uncollectible accounts 89 Printing 51 Supplies 44 Mileage 37 Dues and subscriptions 34 Schools and conferences 31 Repairs to building 13 Other 14 21, 4$0 Customer Accounting and Collection Salaries and wages 4, 125 Postage 1, 076 Printing 179 Operation and maintenance 123 Other 80 5, 583 Total Water Departxr�ent Operating Expenses $55, 153 (See notes to financial statements) This statement is a.n integral part of report dated April 28, 1965. 38 Exhibit 29 Village of Brooklyn Center Public Utilities Fund SEWER DEPARTIVIEI'�TT �PERATING EXP�NSES Year 1964 Disposal Source Rent City of Minneapolis $65, 807 Rent Village of Crystal 3, 474 69, 281 Pumping Power 3, 177 Labor 2, 797 Materials 203 Alarm system I55 Supplie s 148 Fuel heating 120 Repairs and maintenance o£ lift stations 56 Equipment rental 22 Operation and maintenance of equipment Z0 6, 698 Transmission Labor 3, 965 Repairs to mains 318 Equipment rental 300 Materials 63 Supplies 27 4, 673 Administration Salaries and wages 8, 207 Rent and administration(to Village of Brooklyn Center) 4, 350 Consulting fees 3, 075 Provision for Public Employees Retirement Fund I, 092 Insurance 51D Operation and maintenance pf equipment 454 Fuel equipment 419 Sewer charges refunded 151 Small tools 135 Printing 5I Penalties pefunded 5� Mileage 37 Repairs to building I3 Dues and subscriptions 9 Other 14 1$, 568 Customer Accounting and Collection Salaries and wages 2, 475 Postage 076 Operation and maintenance of equipment 123 Printing and supplies I76 Other 29 3, 879 Total Sewer Department Operatin� Expenses $103 099 I (See notes to financial statements) This statement is an integral part of report dated April 28, 1965. �9 i Exhibit 30 Village of Brooklyn Center Public Utilities Fund SUMMARY STATEMENT OF PLANT AND PROPERTY AND PROVISION FOR DEPRECIATION December 31, 19b4 Assets Provision for Depreciation Balance Balance Balance Balance Depreciable I-1 -64 Additions Ded'ns 12-31 -64 1-1 -b4 Additions Ded'ns 12-31 -64 Life (Years) Water De artrnent P Mains and lines $1, 953, 260 $245, 069 $2, 198, 329 86, ?27 $19, 532 $IOb, 259 100 Structures 363, 660 363, 660 43, 281 11, 489 54, ??0 30 Consumer meters in use 89, 165 9, 575 98, 740 I7, 65I 4, 458 22, 109 20 Equipment 139, 159 3, 771 142, 930 27, 127 7, 580 34, 707 5, I0, 20, 25 Total Water De artment 2 2 8 15 p 545, 44 $25 4 0 $2, 803, 659 $174, 786 $43, 059 $-0- $217, 845 Sewer Department Mains and lines $4, 364, 490 $128, 887 $4, 493, 377 $216, 312 $43, 645 $259, 957 100 Equipment 10, 029 10, 029 3, 857 1, 003 4, 860 10 Total Sewer Department $4, 374, 519 $128, 887 $-0- $4, 503, 406 $220, 169 $44, 648 $-0- $264, 817 Total Water and Sewer Departments $6 919 763 $387, 302 $-0- $7, 307, 065 $394, 955 $87, 707 $-0- $482, 662 (See notes to financial statements) This statement is an integral part of report dated April 28, 1965. I I 40 Village of Brooklyn Center Exhibit 31 t Public Utilities Fund STATEMENT OF LONG TERM DEBT Decexnber 31, 1964 Interest Principal Interest Coupons Certificate Coupon Outstanding, Retired Outstanding Date of Outstanding Retired Outstanding Numbers Rates I-I -64 1964 12-31 -64 Maturity I-1 -64 1964 12-31 -64 1-1 -64 19, 293. 75 $19, 293. 75 -0- i 7-1-64 19, 293. 75 19, 293. 75 -0- I-1-65 I9, 293. 75 19, 293. 75 7-1 -65 19, 293. 75 19, 293. 75 1-5 3. 75% 25, 000, 00 25, 000. 00 1-1 -66 19, 293. 75 I9, 293. 75 7-T-66 18, 825. 00 18, 825. 00 6-10 3. 75 25, 000. 00 25, 000. 00 I-1-67 I8, 825. 00 18, 825. 00 7-1-67 18, 356. 25 Y8, 356. 25 11-15 3. ?5 25, 000. 00 25, 000. 00 1-1 -68 I8, 356. 25 18, 356. 25 7-1 -68 I7, 887. 50 17, 887. 50 16-20 3. ?5 25, 000. 00 25, 000. 00 1-1 -69 17, 887. 50 17, 887. 50 7-1 -69 I7, 4I8. 75 17, 4I8. 75 21-25 3. 75 25, �00. 00 25, 000. 00 I-1 -70 17, 4I8. 75 17, 418. 75 7-1-70 16, 950. 00 16, 950. 00 26-31 3. ?5 30, 000. 00 30, 000. 00 1-1 -71 16, 950. 00 I6, 950. 00 7-1 -71 16, 387. 50 I6, 387. 50 32-37 3. 75 30, 000. 00 30, 000. 00 1-1-72 16, 387. 50 16, 387. 50 7-1-72 15, 825. 00 I5, 825. 00 38-43 3. 75 30, 000. OQ 30, 000. 00 1-1 -73 15, 825. 00 15, 825. 00 7-1 -73 15, 262. 50 I5, 262. 50 44-49 3. 75 30, 000. 00 30, 000. 00 1-1-74 I5, 262. 50 15, 2b2. 50 I 7-I -74 14, 700. 00 I4, 700. 00 50-55 3. 75 30, 000. 00 30, OQO. 00 1-1-75 14, '700. 00 14, 700. 00 7-1 -75 14, 137. 50 14, 137. 50 I 56-61 3. 90 30, 000. 00 30, 000, 00 1-1 -76 14, 137. 50 14, I37. 50 7-1 -76 I3, 552. 50 13, 552. 50 62-68 3. 90 35, 000. 00 35, 000. 00 I-1-?? 13, 552. 50 13, 552. 50 ?-1 -77 12, 870. 00 12, 8?0. 00 69-75 3. 90 35, 000. 00 35, OOQ. 00 1-1 -7� 12, 870. 00 I2, 870. 00 7-1 -78 12, 187. 50 12, 187. 50 76-82 3. 9� 35, 000. 00 35, 000. 00 1-1-?9 12, I87. 50 12, 187. 50 7-I -?9 11, 505. 00 II, 505. 00 83-89 3. 90 35, 000. 00 35, 000. 00 1-1 -80 11, 505. 00 I I, 505. 00 7-1 -80 10, 822. 50 10, 822. 50 90-96 3. 90 35, 000. DO 35, 000. 00 1-1-81 10, 822. 50 I0, 822. 50 ?-1 -81 10, 140. 00 10, 140. 00 97-104 3. 90 40, 000. 00 40, 000. 00 1-I -82 10, 140. 00 10, 140. 00 7-1 -82 9, 360. 00 9, 3b0. 00 I05-112 3. 90 40, 000. 00 40, 000. 00 1-1 -83 9, 360. 00 9, 360, 00 7-1-83 8, 580.00 8, 580. 00 4I Village of Brooklyn Center Exhibit 31 Public Utilities Fund Cont'd STATEMENT OF LONG TERM DEBT December 31,1964 Interest Principal Interest Coupons Certificate Coupon Outstanding Retired Outstanding Date of Outstanding Retired Outstanding Numbers Rates 1-1 -64 1964 I2-3I -64 Maturity 1-I -64 1964 12-31 -64 113-120 3. 9� 40, 000, 00 40, 000. 00 I-1 -84 8, 580. 00 8, 580. 00 7-1 -84 7, 800. 00 7, 800. 00 121-128 3. 90 40, 000. 00 40, 000. 00 1-I -85 7, 800. 00 7, 800. 00 7-1 -85 7, 020. 00 7, 020. 00 I29-137 3. 90 45, 000. 00 45, 000. 00 I-1-86 020. 00 7, 020. 00 7-1 -86 6, 142. 50 6, 142. 50 138-146 3.90 45, 000. 00 45, 000. 00 1-1-8? 6, 142.50 6, 142. 50 7-1 -87 5, 265. 00 5, 265. 00 147-155 3. 90 45, 000. 00 45, 000. 00 1-1 -88 5, 265. 00 5, 265. 00 7-1 -88 4, 387. 50 4, 387. 50 I 156-164 3, 90 45, 000. 00 45, 000. 00 1-1=89 4, 387. 50 4, 387. 50 7-I -89 3, 510. 00 3, 5I0. 00 165-173 3. 90 45, 000. 00 45, 000. 00 I-1 -90 3, 510. 00 3, 5I0. 00 7-1 -90 2, 632. 50 2, 632. 50 174-182 3. 90 45, 000. 00 45, 000. 00 1-1-91 2, 632. 50 2, 632. 50 7-I -91 1, 755. 00 I, 755. 00 183-191 3. 90 45, 000. 00 45, 000. 00 1-1 -92 1, 755. 00 1, 755. 00 7-1 -92 877. 50 877. 50 1 g2-200 3. 90 45, 000. 00 45, 000. 00 1-1-93 877. 50 877. 50 $I, 000, 000. 00 -0- $1, 000, 000. 00 $684, 783. 75 $38, 587. 50 $646, I96. 25 General provisions of issuea A. Obligations are payable solely from net operations of the Public Utilities and are in no way a general tax liability of the Village. B. AIl bonds which mature on January 1, 1982 or thereafter are subject to redemption (call) on January 1, 1974 or any interest payment date thereafter in inverse numerical order, at par and accrued interest and premium as follows: 1. If redeemed prior to January 1, 1977, premium of 3%. 2. If redeemed January 1, 1977, or thereafter prior to January I, I981, premium of 1-1 /2%. l 3. If redeemed January 1, 1981 or thereafter, no premium. C. The resolution authorizing and directing the issuance of these bonds contains certain covenants and restrictions enacted for the general purpose of protecting the bond holders. Paragraph 8 of the resolution provides for the segregation of assets and the restriction of surpluses for debt retirement purposes and defines the manner in which the activities of the Public Utilities Fund will be accounted for. Note 7 of "Notes to Financial Statements" refers to various accounting requirements in more detail and should be referred to. (See notes to financial statements) This statement is an integral part of report dated April 28, 1965. 42 Exhibit 3 2 Village of Brooklyn Centex° Agency Funds COMBINED BALANCE SHEET I December 31, 196�4 Ag�nt For Fire Public Department Employees Combined Relief Retirement Tatal Association Association ASSETS Cash on hand and in depositories $I2, 340 12, 340 Temporary investxnents 19 681 19 681 I I, Due from other funds 4 4 PERA contributions due from en�erp�°ise funds 3, 509 3, 509 Cash with County Treasurer's o�fice 103 33 70 Taxes receivable: Levied in 1963 collectible in 1964 916 281 635 Prior years tax levies 415 175 240 Total Assets $36, 968 $493 $36, 475 LIAB L I ITIES AND FUND BALANCES Due to other funds 10 10 Fund balances (See Exhibit 33) 36, 958 $493 36, 465 Total Liabilities and Fund Balances $36, 968 $493 $36, 475 (See notes to financial statements) i This statement is an integral part of report dated April 28 1965 43 Exhibit 33 Village of Brooklyn Center Agency Funds COMBIIVEI? STAT�MENT OF REVENUE, EXPENDITi,TRES AND FUND BALANCES Year 1964 Fire Public Departm�nt Exnployees Combined Relief Retirement Tota1 Assoc�.ation Association Fund Balance January 1, 1964 $32, 943 433 $32, 510 Add: Revenue Real estate and personal property taxes 38, 671 11, 836 26, 835 Insurance premiurn rebate 5, 563 5, 563 PERA contributions from enterprise funds Liquor stores 2, I84 2, 184 Public utility fund I, 325 1, 325 1 Earnings on temporary investments 419 419 Balance and Additions $81, 105 $17, $32 $63, 273 Deduct: Expenditure s Payments to principal of agency 44, 069) I7, 314) 26, 755) Write off tax levy balances 7$) 25) 53) Fund Balance December 31, I964 $36, 958 493 $36, 465 (See notes to financial statements) This statement is an integral part of report da�ed April 28, 1965. 44 Exhib it 3 4 Village of Brooklyn Center Investment Trust Fund BALANCE SHEET j December'31, 1964 ASSETS Cash in depositories 18, 4�78 Accrued interest receivable 5, �20 Investments: Face Cost Value DisGount �asis U. S. government securities $500, 000 $2 199 $497 80I Brooklyn Center securities 35, 500 35, 500 Certificate of time deposits commercial banks 400, 000 400, 000 Construction loan to 1963 Fund 190, 000 190, OQO $1, 125, 500 $2, 199 Total Investments 1, 1�3, 301 Total Assets $I, 146 999 LIABILITI�� Due contractors (Performance deposits) 18, 382 Unclaimed cash (Law enforcement activities) 17 Due participating funds; Special assessment funds $?71, 679 Public utilities fund 280, 861 Municipal liquor fund 30, 520 Public employees retirement association fund I9, 681, General fund I7, 941 Poor fund 7, 343 Park bond redemption fund 407 Certificate of indebtedness fund 168 Total Due to Participating FuMds (See Exhibit 3�i) 1, I28, 600 I Total Liabilities $1, i46 999 (See notes to financial sta�ements) This state.ment is an integral part of report dated Apri1 28, I�65. 1 j 45 j Exhibit 35 Village of Brooklyn Center Investment Trust Fund STATEMENT OF EARNINGS Year 1964 Interest Income Uni,ted States government securities $30, 665 Construction loans I 5, 62 Certificates of deposit I, 490 Brooklyn Center securities 1, 393 Total Interest Income $48, 7I0 Expenses Audit 343 Net Income Distributed to Participating Funds $48, 367 Explanation The Investment Trust Fund was established during �.956 to provide a unifor�,n and consistent means for investing texnporary surpluses of cash. Net income of the fund is distributed annually to each of the participating funds on tk�e basis of the average yearly investment rnaintained by each fund. The net incom� and the effective rate of return on average investment by parti�ipating fund� is shown below by years. Rate of Net Year Return Income 1964 3. 64% 48, 367 1963 3. 18 45, 056 1962 3. 17 61, 129 1961 3, 05 55, 939 I960 3. 62 57, 908 1959 3. 27 33, 494 i958 2. 62 14, 835 1957 3.12 9,938 1 1956 2. 77 i, 832 Total Distributed Earnings Since Inception of the Fund $328, 498 j (Ses notes to financial statements) This statement is an integxal part of report dated April 28 1965 _46_ i I Exlgii��t 36 1 Village of Braokiyn Center Investment Trust Fund CHANGES IN PAR'TICIPATING:FUND BALANCES Year 196�k Balance Net Fund Income of Balance January 1, AdditioMS 1964 D�ceznber 3I, 1964 (Withdrawal5) Distribut�d 1964 1 Special Assessment Funds 1958 B 155, 609 $1D, 800 6, 245 172, 654 1955 A 134, 12? I2, 735) 5, 144 I26, 536 i� 1956 AC 129, 239 8, 286} 5, 58I 126, 534 1957 AB 114, 384 20, 560) 4, 623 98, 44? 1958 A 59, 039 5, 090 2, 958 67, 087 1959 AB 39, 761 8, 700 2, 5I5 50, 976 Bond Fund No. I 49, 033 2, 325) 2, 245 48, 953 1963 A 2,865 31,425 450 34,740 1961 AB 1, 056 21, 180 1, 528 23, 764 1956 B 59, 221 40, 620) 2, 378 Z0, 979 1960 AB 750 750) i, 009 1, 009 Total Special Assessment Funds 745, 084 8, 081) $34, 676 771, 679 1 Public Utilities Fund 193, 965 79, 000 7, 896 280, 861 Municipal Liquor Fund 46, 432 I8, 000) 2, 088 30,520 Public Employees Retirement Association Fund 17, 579 1, 68�4 418 I9, 683 General Fund 15, 409 17 2, �15 I7, 94I Poor Fund 5, 144 2, 000 199 7, 343 Park Bond Redemption Fund 452 452) 407 407 i t Certificate of Indebtedness Fund 184 184) 168 168 Total AIl Funds $1, 024, 249 $55, 984 $48, 367 $1, 128, 600 (See notes to financial statements) 1 This statement is an inte ral art of re ort dated A ril 28, 1965. g P P P 47 Village of Brooklyn Center Exhibit 37 j� SUMMA3�Y STATEMENT OF GENERAL FIXED ASSETS December 31, 1964 January 1, Year 1964 Balance Investment 1964 Acquisitions Disposals Dec. 31, 1964 Land and land improvements 39, I18 2, 530 41, 648 t Building Osseo Road and 63rd Avenue I00, 589 1, 025 10I, 614 Building 65th and Lyndale 85, 034 85, 034 Building Municipal Hall 54, 706 54, 706 Buildings Other 36, 315 36, 315 Park properties 4includes buildings) Northport 106, 238 106, 238 Grandview 84, ?72 8 84, 780 Willow Lane 60, 976 169 61, 145 Bellvue 48, 947 2, 129 51, 076 Garden City 37, 378 9? 37, 475 Happy Hollow 32, 701 32, 701 Kylawn 27, 255 1, 186 28, 44I Evergreen 24, 098 24, 098 Orchard 16, 020 16, 020 South Creek 5, 655 5, 655 Wangstad 361 361 Palmer Lake Terrace 3, 745 3, 745 Brooklane 453 453 Lions Club Park 1, 375 1, 375 Undistributed (Note 8) 28, 498 61, 245 g9, 743 Equipment Street and highway 196, 888 24, 819 725 220, 982 Fire protection 86, 309 4, 043 I, O16 89, 336 Recreation 26, 573 5, 291 1, 477 30, 387 r Civil defense 10, 452 4, 152 892 I 3, 7I 2 Police 12, 799 13, 053 8, 629 17, 223 Courts 127 127 General equipment 62, ?29 723 1, 185 62, 267 Furniture ancl fixtures 38, 76I 820 39, 58I Storm� sewer and street projects 3, 156, 566 2II, 461 3, 368, 027 Totals $4, 384, 063 $334, 126 $I3, 924 $4, 704, 265 Source of Investment General indebtedness 574, 931 1, 070 576, 001 Ad valorem levies 339, 588 I21, 595 $13, 924 447, 259 Liquor store revenues and certificates 304, 57I 304, 571 Contributions received 8, 406 8, 406 Special assessment projects (storm sewers and streets) Owners, contractors and Village share 2, 979, 387 211, 461 3, 190, 848 Hennepin County 177, 180 177, 180 Totals $4, 384, 063 $334, 126 $13, 924 $4, 704, 265 QSee notes to financial statements) This statement is an integral part of report dated April 28, 1965. 48 Exhibit 38 Village of $rooklyn Center SUMMA RY STA T EMENT OF GENERAL LONG TERM DEBT AND IIVTEREST December 31, 1964 Amount Available And to be Provided Amount available in debt service funds (See E�.ibit 15): Park bond redemption fund 11, 216 Certificate of indebtedness redemption fund 3, 583 State loan fund 689 On deposit with paying agents 39, 051 Total Amount Available 54, 539 Amount to be provided in future periods: For interest $I11, 750 For principal 487, ?1.4 Total Amount to be Provided 599 464 Total Amount Available And to be Provid�:d $654, 003 General Debt And Interest to be Paid in Future Periods (Exhibit 39) General debt (principal portion): Park acquisition bonds $335, 000 Certificates of indebtedness 47, 500 State loan certificates 6, 800 j Assessments on Village properties (Note 9) I45, 902 Total General Debt (Principal Portion) $535, 202 Interest cou ons matured but not resented to a in a ent 225 P P P Y g g Interest payable in future periods: Bonds and certificates 118, 576 Total General Debt And Interest to be Paid in Future Periods $654, 003 (See notes to financial statements) This statement is an integral part of report dated April 28, 1965. 49 Village of Brooklyn Center Exhibit 39 SCHEDULE OF GENERAL LONG TERM DEBT AND INTEREST BY MATURITIES December 31, 1964 General Debt Princi al Portion Interest Payable P Payment Certificates Certificates Due Total Park of State Loan Assessments Payable Total Park of State Loan During Principal Bonds Indebtedness Certificates General Parks Interest Bonds Indebtedness Certificates 1965 43, 829. 50 20, 000, 00 12, 000. 00 1, 300. 00 3, 292. 00 7, 237. 50 14, 885. 94 12, 886. 25 1, 829. 69 I70. 00 1966 43, 603. 88 20, 000. 00 12, 000. 00 1, 300. 00 3, 292. 00 7, OI I. 88 I3, 40I. 76 12, I87. 50 1, 076. 7b 137. 50 1 67 43 703 8 20 000. 00 L2 000. 00 I, 400. 00 3, 292. 00 7, Ol I. 89 12, 2I3. 76 11, 470. 00 638. 76 I05. 00 9 9 9 1968 45, 088. 00 20, 000. QO 1I y 500. 00 I, 400. 00 3, 292. 00 8, 896. 00 11, 009. 88 10, ?30. 00 209. 88 70. 00 1969 33, 591. 59 20, 040. 00 1, 400. 00 3, 295. 59 8 896 00 10, 008. 75 9, 973. 75 35. 00 d p pp 7 29I. 12 8, 896. 00 9, 193. 75 9, 193. 75 1970 36, 187. 12 2, 0 0. 1971 37, 352. 09 20, 000. 00 7, 291. 12 10, 060. 97 8 39b 25 8, 396. 25 1972 41, 206. 19 20, 000. 00 7, 291. 12 13, 915. 07 7, 598. 75 7, 598. 75 0 00 7 29I. I2 9, 069. 66 6, 796. 25 6, 796. 25 1973 36, 360. 78 20, 00 1 q74 29, 865. 31 20, 000. 00 7, 291. I 2 2, 574. 19 5, 988. 75 5, 988. ?5 1975 27, 291. 12 20, 000. 00 7, 291. I2 5, I75. 00 5, 175. 00 1976 22, I23. 00 20, 000. 00 2, 123. 00 4, 355. 00 4, 355. 00 1477 20, 000. 00 20, 000. 00 3, 535. 00 3, 535. 00 1978 20, 000. 00 20, 000. 04 2, 715. 00 2, 715. 00 1979 20, 000. 00 20, 000. 00 1, 895. 00 1, 895. 00 1980 20, 000. 00 Z0, 000. 00 1, 075. 00 1, 075. 00 1981 15, OOQ. 00 I5, 400. 00 332. 50 332. 50 16 118 576 34 114 303 75 3 755.09 517.50 Totals $535, 202. 47 $335, 000. 00 47, 500. 00 6, 800. 00 $62, 333. 31 $83, 569. (See notes to financial statementsj This statement is an integral part of report dated April 28, 1965. 50 I Village of Brooklyn Center NOTES TO FINANCIAL STATEMENTS Yea.r 1964 Note 1: The "Combined Balance Sheet All Funds and Groups Condensed Form) Exhibit 1" is presented as an information statement only. The reader is cautioned that the figuxes as shown under the "Combined Total" column are a combining of unlike purpose groups (funds) and cannot be construed as �ndicative of the over-all financial position of the Village. The financial position and the results of operations of each fund should be ascertained by reference to the individual exhibits as submitted for that fund within this report. Note 2: General Fund t The amount of $23, 625 has been appropriated froxn �eneral �fund unappropriated surplus ($I80, 556} for general Vill�.ge operations during 1965. Note 3: Special Assessment Funds During the previous year (1963} unused construction monies totalling $7, 133 were transferred to surplus available for debt retirement in the 196I AB Fund. A subsequent audit and review of fi,nal contract costs disclosed that engineering costs tota,lling $4, 093 had been inadvertently allocated to projects laeing construct,ed under the 1963 Fund and these costs wer� properly allocable to the 1961 AB Fund. The correction of this error reduces the previous credit to surplus of the 1961 AB Fund from $7, 133 to $3, 040 and relieves the 1963 Fund of constructian expenditures erroneously charged to it. Note 4: �pecial Assessment Funds During 1964, appropriations and related app�ropriatiqn expenditures for certain projects were transferred from the 1963 Fund to the 1965 Fund. The financin,g for these projects is arranged through the 1965 Fund and the transfer was necessary so that the activities of project construction, financing and assessment of costs to property owners are accounted for within the same fund entity. 51 i Village of Brooklyn Center NOTES TO FINANCIAL STATEM�NTS Year 1964 Note 5: Municipal Liquor Fund The resolution authorizing the issuance of revenue certificates contains restrictive covenants which were enacted £or the benefit and protection of certificate holders. Paragraph 5c provides that at least quarberly the £ollowing year's principal and interest requirements be segregated and set aside in cash for the benefit of certificate holders. As of December 31, 1964 cash in the amount of $15, 364 (representing interest and principal falling due on Januax°y l, 1965) had been transferred to the paying agent. Para ra h 5d re uires a restriction on the availabilit of g P 9 Y surplus for transfer which is equal to the n;ext ensuing year's principal and interest requirements. As of December 31, 1964 restricted surplus totalled $17, 208. ($13, OOQ principal. due January 1, 1966 and interest for the year 1965 in the amount of $4, 208). 1Vote 6: Municipal Liquor Fund The Lyndale Avenue store (Store #1) and the Osseo road store (Store #2) are located on Village owned properties. Store #3 is located in the Brookdale Shopping Center aMd thE premises are occupied pursuant to terms of a five year leas� which expires on February 28, 1967. The rental for the store and warehouse facilities is fixed at $667 per xnonth. The rental for parking and mall facilities is based upon a proportionate share of the mainten�.nce and uFkeep expenditures made by the landlord and is adjustable yearly. Note 7s Public Utilities Fund Public Utilities revenue bonds were is su�d during 1963 for the purpose of financing an addition to the water works system. These bonds, together with related interest and service charges are payable solely from the Public Utilities Fund and are not considered a general obligation of the Village. The resolution authorizing and directing the issuance of these bonds c�e�ines the method of accounting for the utilities fund and imposes certain covenants and restrictions which serve the purpo�e of protecting ereditors' interests. As required by paragraph l0e of the issuing reso�.ution, an analysis of each account balance appears below: 52 Village of Br�aoklyn Center NOTES TO FINAN�IAL STATEMENTS Year 19b4 Note 7: Public Utilities Fund (Cont'd) Construction Account Proceeds of bond sales $1, 000, 000 Earnings provided by temporary investmer�t of construction monies 35, 607 Construction expenditures paid 620, 936) Account Balance 414, 671 Revenue Bond Account Cash on hand with paying agent to meet coupons maturing 1-1 -65 19 668 Accumulated amounts set aside to meet 1965 requirements for interest and principal Cash in bank 4, 004 Certificates of deposit 60, 921 64, 925 Account Balance 84, 593 Reserve Account Face value of government securities 75, 000 A suxnmar which reconciles restricted assets with Y restricted surplus and also compares restricted surplus with restriction requirements as set forth by th� resolution authorizing the sale of revenue bonds is presented below: Revenue Construction Bond Reserve Account Account Account Assets restricted 12-31 -64 $414, 67I $84,593 $75, 000 Less: I. Liabilities payable from restricted funds 6 59g} (19, 668) 2 Monies deriv d from e borrowing (bond issues) 372, 466 Restricted Sur lus 12-31 -64 p 35, 607 $64, 925 $75, 000 Required per Resolution 35, 607 $63, 587 $75, 000 53 I, Village of Brooklyn Center NOTES TO FINANCIAL S'�'ATEMENTS Year 1964 t Note 8: Summary Statement of General Fixed Assets Undistributed park property acquisitions represent CO3t5 which presently are not separa}�le and wi].1 be alloca.ted to inda.vidual parks upon completion of the acquisition and construGtion program. Current year acquisitions charged to this c�.tegory consist of the following: Shelter houses constructed (2 locations) $54,-0Q9 Special assessments paid on park property 7, 236 $61, ��k5 Note 9: Summar Statement of General Lon Term Debt and In�eres� Y Special assessments which relate to improvements benefit�r�g Village owned properties total $I45, 902 as of December 31, 1964. The payment for these improvements (with no interest charge) has been scheduled over a period extending through 19'76. These assessments are obligations of the park boaxd fund and the general fund and payment is pla.nned under norrnal budg�t procedures, whereby the needed monies will be appropriated dnring the years as each installment becomes due. Note 10: The firm of Lindquist, Magnuson and Glennon, at�orneys for the Village, has advised that as of May 20, 1965 there were no contingent Iiabilities or pending lawsuits in which the Village was involved, which would be material to the financial representations contained on the financial statements. 54