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HomeMy WebLinkAboutVillage Audit Report-1963 Village of Brooklyn Center AUDIT REPORT For the Year Ended December 31 1963 TABLE OF CONTENTS t Exhibit Page Number Number Opinion 1 2 9 General Comments 3 _g Villa e Officials g 9 t FINANCIAL STATEMENTS Combined Balance Sheet A11 Funds and Groups (Condensed Form) December 31, 1963 1 10 General Fund Statements Balance Sheet December 31, 1963 2 11 Analysis of Changes in Unappropriated Surplus Year I963 3 12 Statement of Revenue Estimated and Actual Year 1963 4 13 14 Statement of Expenditures, Appropriations and Encumbrances Year 1963 5 15 S Statement of Expenditures and Encumbrances Classified as to Activity, Character and Object Year 1963 6 16 Special Revenue Fund Stat�ments Combined Balance Sheet, December 31, 1963 7 I7 Combin.ed Analysis of Changes in Unappropriated Surplus Year 1963 8 1 g Village of Brooklyn Center A UDIT REPORT For the Year Ended December 31, 1963 TABLE OF CON`TENTS Exh. No. Page No. Special Revenue Fund Statements {Cont'd) Park Board Fund Statement of Revenue Estimated and Actual Year 1963 9 I9 Statement of Expenditure, Appropriations and Encumbrances Year 1963 10 20 Statement of Expenditures and Encumbrances Classified as to Activity, Character and Object Year 1963 I1 21 Poor Fund Sta�ement of Revenue and Expenditures Year 1963 12 22 Debt Service Fund Statements Combined Balance Sheet December 3I, 1963 13 23 Combined Statement of Revenue, Expenditures and Surplus Year I963 14 24 Special Assessment Funds Statements Combined Balance Sheet December 31, 1963 15 25 Combined Statement of Revenue, Expenditures and Unappropriated Surplus for Debt Retirement Year 1963 16 26 Statement of Construction Expenditures Compared to Appropriations Year 1963 I7 27 Statement of Long Term Debt (Principal Amount) December 3I 1963 I g 2g i I r Village of Brooklyn Center AUDIT REPORT For the Year Ended December 31, 1963 TABLE OF CONT�NTS Exh. No. Page No. Public Service and Enterprise Funds Municipal Liquor Fund Balance Sheet, �ecember 3I, 1963 19 29 Analysis of Changes in Surplus Year 1963 20 30 Statement of Income and Expense Year 1963 21 31 Statement of i�ong Term Debt December 31, 1963 22 32 Public Uti�ities F°und Balance Sheet, December 31, 1963 23 33 Statement of Income and Earned Sur Ius Year 1963 24 34 Water Department Operating Expenses Year i963 2� 35 Sewer Department Operating Expenses Year 1963 26 36 Summax°y Statement of Plant and Property And Provisions for Depreciation December 31, 1963 27 37 Summary of Source of Funds Invested In Plant and Property December 31 1963 28 38 Statement of Long Term Debt December 31 1963 29 3g, 40 r Village of Brooklyn Center AUDIT REPORT Fur the Year Ended December 31, 1963 TABLE OF CONTENTS Exh. Noo Page No, A gency Funds Comqined Balance Sheet December 31, 1963 30 41 Combined Statement of Reven.ue, Expenditures And Fund Balances Year 1963 31 42 Investment Trust Fund (A fund to accomodate the investment of temporary cash surpluses) Balance Sheet December 31, I 963 32 43 Statement of Earnings Year 1963 33 44 Changes in Participating Fund Balances Year 1963 34 45 General Fixed Assets 1 Summary Statement of General Fixed Assets December 3I a 1963 35 46 General Long Term Debt and Interest Summary Statement of General Long Term Debt And Interest Decexnber 31 y 1963 36 47 1 Schedule of General Long Term Debt and Interest By Maturrtiies December 31, 1963 37 48 Notes to Financial Statements 49 55 i i 1 MOEN PENTTILA CERTIFIED PUBL�C ACCOUNTANTS 1210 GLENWOOD AVENUE MINNEAPOLIS 5. MINNESOTA DIAL 977-3180 To the Village Council Village of Brooklyn Center Brooklyn Center, Minnesota Gentlem ena We have exa.mined the financial statements of the various funds of the Village of Brooklyn Center as of Decembex° 3I 1963 and for the calendar year then endeds 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 circumstances. 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 px°esumes that the auditor is expected to render an opinion (subject to such qualifications as may seem necessaryj I concerning all of the transactions and records even though he has not examined all of them in detailo Scope of Exarrflination Our exami.nation covered all financial transactions and funds of the Village as included in the records maintained by the Department of Finance. I Village Council Brooklyn Center In our opinion, the accompanying balance sheets and related statements of revenue, expenditures and surplus, together with the notes appended thereto, present fairly the financial position of the various funds of the �Tillage of Brooklyn Center on December 3I 1963 and the results of their operation for the year tlzen ended, in conformity 1 with generally accepted governmental accountin px°inciples, a lied or� PP a basis consistent v�rith that of the previous yeax°. Respectfull bmitted, �,ovmJ ..eti� Oiva Penttila 1 Certified Publac Accountant Field work completed May 5 1964 Report signed May 21 1964 i I 2 r Village of Brooklyn Center Audit Year 1963 GENERAL COMMENTS Or ga.nization The Village of Brooklyn Center was incorporated as a village on February 14, 191I, pursuant to Minnesota Statutes (MSA Chapter 412}e The Village is governed by an elected Counci.l consisting of a mayor, a clerk and thx°ee trustees. Continuity of government is assured through a system of staggered terms of office for a11 elected officialse General policies of the Village are formulated by the Council with the assistance of various administrative and advisory commissions and boards. The a£fairs of the Village are directed by a village administrator who is an executive officer appointed by the Council. The judicial processes of government are administered by an appointed municipal 'ud e throu h a munici al court s stem or anized J g g P Y g under the Muni.cipal Court Act, Minnesota Statutes �Chapter 488). The assessoros and treasurer's functians of government ax°e carried out respectively by a Village Assessor and V�llage Treasurer both of whom are elected officials General Operations The Villa e in addition h g, to t e usual activ�.ties of general government I t public safety and welfare, highways and recreation opc:rates three off sale liquor stores and a sanitary sewer and water utility. Liquor store revenues (in excess of operating capital needs) have been used to acquire general I� village assets and to partially finance Village operating budgets. The net -3� Village of Brooklyn Center Audit Year 1963 GENERAL COMlvlENTS General Operations, Cont' d revenues of the Public Utility Fund (water and sanitary sewer service) are retained within the fund and employed for water and sewer utility purposes. 1 Financial Control Control over spending for governmental activities is exercised by the Council through the use of budgetax°y procedures which are briefly described belowo A preliminary budget px°oposal for the ensuing year's operations is prepared jointly by the Department of Finance and the Village Administrator. This proposal is then reviewed, evaluated and amended by the Council. After all differences have been resolved through this grocess the fox°mal "budget document" for the year is evolved. The budget document is adopted by resolution and attendant actions are also taken to cex°tify the tax levies needed to finance the plan. The budget is then entered on the records of the Villa e and becomes an g integral part of the budgetary system. The Council retains exclusive authority over alI budget matters and changes are permitted only by specific Council approval. Financial re ox°ts com arin actual ex°formance with th b P P g P e udget ar e prepared periodically during the year which enable the Council to check on the current financial status of the Village and measure the effectiveness of budgetary controls. -4- Village of Brooklyn Center Audit Year 1963 GENERAL COMMENTS Financial Control Cont'd Governmental budget procedures are not used in connection with liquor store and public utilities operations because these operations are primari.ly of a commercial nab.zre. However, for control purposes, the labor costs applicable to these enterprises ax°e included in the Village budgetary system A summary of the budget document for the calendar year 1963 is shown below; Proposed Ex enditures Public Service Enter rises Excluded P f p Village operations (General Fund) $6$2 366 Park general fund 73 a 139 Poor relief 20, 000 Firemen's Relief Association lI, 000 Debt servic� 51 235 Public Employees Retirement Assoczation 23 650 County park system �remitted direct and not accounted for by the Village) 4, 385 Total Proposed Expenditures $865, 775 Proposed Method of Financing Taxation (see below) $561 445 From state and federal agencies (share of taxes and aid) 92, 000 Local xevenuesv Liquor fund transfers 80, 000 Permits, licenses and fines 65, 000 Services to special assessment funds 50, 000 5ervi.ces to public utili.ties fund 9a 000 Recreatiori receipts 6, 850 Rental of park propex°ties I, 480 Total Proposed Financing $865, 775 5 Village of Brooklyn Center Audit Year 1963 i GENERAL COMMENTS Financial Control, Cont'd Tax Levy (Certified 1962 Collectible 1963) Mi ll Rate Amount I Village operations 34. 61 $387, 501 Park general fund 5. 69 63, 773 Poor relief 1. 79 20, 044 Firemen's Relief Association .99 11, 086 Debt service: Certificates of indebtedness 1. 32 14, 781 Park bond redernption 3, I4 35, I61 State loan repayment 06 672 Public Employees Retirement Association 2. 12 23, 739 County park system (remitted direct) 40 4, 479 Total Levy 50. I2 $561, 236 Taxatxon as proposed by budget 561, 445 Deficiency caused by Count ad°ustment of mill rate fracti.ons Y J 209) Assessed Valuation 1962 I963 Real estate $8, 567, 267 $9, 922, 254 Personal property I, 130, 847 1, 275, 5I8 Total Assessed Valuation $9 698 lI4 $11, 197, 772 Actual results of operations and a comparison of these results to budget estimates for the year are set forth by applicable funds within the financial statement section of this report. -6- Village of Brooklyn Center Audit Year 1963 GENERA� COMMENTS Ac countin� The accounting for all operations and activities of the Village is divided into various purpose groups or funds as required by statute and/or dictated by accounting principles. Except for minor variances all funds are maintained on an accrual basis in conforma,nce with generally accepted accounting principles as set forth by the'National Committee on Governmental A c counting. The aecounts of the Village are classified in conformance with the classifications prescribed by the State Public Exami.ner's office. (Pursuant to Minnesota Statutes Section 215. 10). The accounts of the Public Utilities Fund are classified in accordance with the recommendations of the "Manual of Water Works Accounting" prepared under the auspices of the American Water Works Association and this classification is permissible under the examiner's order establishing account classifications for municipalities. A performance cost accounting system is integrated within the regular system of accounting for Village activitiese This system accumulates cost data as a natural by-product of the general accounting system and provides i essential i.nformation concerning particular projects and acti.v�ties carried out by the Vil].age. -7- Village of Brooklyn Center Audit Year 1963 GENERAL COMMENTS Internal Control The usual controls, that of requiring the deposit of daily receipts intact, requiring more than one si natux°� on expenditures b check, and xe uirin the g Y q g substantiation of recei.pts and disbursements by registex° tapes, receipt copies, purchase orders, receiving reports and invoices where applicable are a regular part of the established methods of handling day to day transactions. The necessary separation of activities from record keeping e and from the actual custodianship of funds is also carefully maintained. In general the Village mai.ntains a good system of internal contx°ol and internal audit. Additional Reports Submitted The terms of our engagement provide for an audit of the records of the "Brooklyn Center Fi.re Department Relief Association" an organization which is separate and distinct from the Village of Brooklyn Center. A report concerning the activities of this entity has been directed to the association under separate cover. A separate report covering the examination of the records and accounts of the Village has also been px°epared and directed to the Council. This report contains various observations of the auditor relating to matters of financial nature but it is not an audit reporte It is prepared for the purpose of asszsting the governang body of the Village in the administration of Village affairs and contains nothing which is materially relevant to this audit report. 8 Village of Bx°ooklyn Center LISTING OF VILLAGE OFFICIALS December 31, 1963 Term of Office Term Expires Village Council (Elected) Mayor Gordon Erickson Two years I2-3I -65 Village Clerk Henry A. Dorf Two years 12-31 -64 Trustee Howard W. Heck Three years 12-3I -63 Trustee John W. Leary Three years 12-31-64 Trustee Phil Cohen Three years 12-3I -65 Other Elected Officials Village Treasurer Theodore L. Willard Two years I2-31 -63 Village Assessor John Nordberg Two years I2-31 -64 Officials Not Elected Village Administrator A. J. Lee Administrative Assistant Allen S. Li.ndman Department heads: Finance R. J. Bullock Engineering Donald G. Poss Police Thomas G. O'hehir Fire Carl Anderson Protective Inspection Donald Stark Civil Defense Don LeTourneau Public Utilities Frank Smith9 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. Fir e Mar shall Irvin Miller Park Board Paul Bullen, Chairman Francis Irvin Dallas Lawrence I 9 Note 1 Explanation Combined Total Assets and Resources Cash on hand and in depositories 449: 859 Temporary investments 1,903, 288 Accounts receivable 67, 814 Accrued revenue 42, 012 Due from other funds 53, 974 Cash held by County Treasurer's office 20, 975 Taxes receivable 4net) 14, 446 Special assessment fund receivables 4, 215, 781 Cash held by paying agents for debt and interest 607, 861 Inventories and supplies 103, 092 Securities held for investment 990, 487 Prepaid expenses 2, 400 Fixed assets (net of depreciation where applicable) 11, 290, 172 Unassessed construction 298, 828 Amount available general debt and interest 13, 339 Amount to be provided general debt and interest 655, 129 Totals $20, 729, 457 Liabilitie s Vouchers and accounts payable 86, 796 Contracts payable 190, I48 Assessments payable 142, 5I2 Accrued expenses I44, 030 Due to other funds 53, 974 Construction loans payable 355, 000 Bonds and interest coupons not redeemed from paying agents 8, 462 Customer and contractor deposits 1 OI, ?83 Bonds and certificates payable 6, 521, 100 Due funds participating in investment trust 1, 024, 249 Interest payable in future years (general debt) I36 696 Total Liabilities 8, 764, 750 Surplus, Reserves and Fund Balances j Surplus and surplus reserves set aside 741 964 Contributed surplus 6, 758, 200 Investments in fixed assets (general) 4, 384, 063 Unexpended appropriations, authorizations and balances 80, 480 Total Surplus, Reserves and Fund Balances $11, 964, 707 Totals $20, 729, 457 Villa e of Brookl n Center g y Exhibit 1 COMBINED BALANCE SHEET-ALL FUNDS AND GROUPS �CONDENSED FORMj December 31 1963 Special Debt Special Public General General Debt General Revenue Service Assessment Liquor Utilities Agency Investment Fixed Assets and Fund Funds Funds Funds Fund Fund Funds Trust Fund Group Interest Group $142, 733 36, 598 9, 695 131, 272 50, 602 33, 728 10, 805 34, 426 15, 409 5, 144 636 745, 084 46, 432 1, 073, 004 17, 579 6, 665 199 I4, 434 257 46, 259 32, 74I 3, 471 5 800 30, 294 16 23, 594 50 20 3, 447 190 1, 507 15, ?41 90 9, 922 1, 988 I, 494 59 983 4, 215, 781 531, 906 16, 261 I9, 294 40, 400 10, 924 88, 103 4, 065 990, 487 1, 402 998 1 6, 906, 109 $4, 384, 063 271, 460 27, 368 13, 339 655, 129 I $219, 394 44, 119 13, 348 $5, 949, 331 $230, 425 $8, l I 6, 248 32, 948 $1, 030, 713 $4, 384, 063 $?08, 868 5, 816 1, 639 28, 934 22, 564 27, 843 148, 588 4I, 560 I42, 512 9, 348 990 106, 262 5, 226 22, 204 462 14, 144 9 29, 268 1, 7i 1 8, 375 5 355, 000 7, 824 638 1 95, 319 6, 464 5, 008, 000 125, 000 1, 000, 000 388, 100 1, 024, 249 136, 696 15, 626 16, 773 9 $5, 535, 288 $155, 139 $1, 302, 329 5 $I, 030, 713 -0- $708, 868 203 ?68 27 346 37 845 I31 005 9, 75, 286 6, 682, 914 13, 339 34, 198 32, 943 $4, 384, 063 $203, 768 27, 346 13, 339 414, 043 $?5, 286 $6, 8I3, 919 32 943 -0- $4, 384, 063 -0- $219, 394 44, 119 13, 348 $5 949 331 $230, 425 $8, I I 6, 248 32, 948 $1, 030, 713 $4, 384, 063 $708, 868 �See notes to financial statements) This st atement i$ an integral part of report dated May 5 1964. 10 Exhibit 2 1 Village of Brooklyn Center General Fund BALANCE SHEET December 3I, 1963 I ASSETS Assets Cash on hand and depositories $142, 733 Temporary investments 15, 409 Accounts receivable 6, 665 Due from other funds 30, 294 Cash held by County Treasurer's office 3, 447 Taxes receivable: Real estate and personal property taxes; Levied durin� 1962, collectible in 1963 6, 509 Prior years' levies 3, 413 9, 922 Inventories of supplies: Materials and supplies 5, 549 Small tools 5, 375 10, 924 Total $219, 394 LIABILITIES, RESERVES AND SURPLUS Liabilities Vouchers payable 5, 816 Accrued payroll 7, 788 Accrued expenses 1, 560 Due to other funds 462 j, Total Liabilities 15, 626 Surplus Reserve for 1963 budget encumbrances 10, �465 Reserve for imprest cash and inverbries 11, 124 Total Surplus Reserved 21, 589 Unappropriated surplus (Exhibit 3) 182, 179 Total Surplus 203, 768 i Total $219, 394 (See notes to financial statements This statement is an integral part of report dated May 5, 1964. Exhibit 3 Villa e of Brookl n Center g Y General Fund ANALYSIS OF CHANGES IN UNAPPROPRIATED SURPLUS December 31, 1963 A ctual Budget Over (Under) Actual Estimate Estixnate Unappropriated Surplus -January 1, 1963 $I33, 251 $133, 251 Add: Revenue (Exhibit 4) 705, 642 688, $66 $16, 776 Reductions to reserves for assets set asi.de for specific use 340 340 Total Balance and Additions $839, 233 $822, 117 $17, 116 Deduct: Expenditures (Exhibit 5) $646, 589 $695, 107 $48, 518) Encumbrances (Exhibit 5) 10, 465 10, 465 Total Deductions $657, 054 $695, IO'T ($3$, 053) Unappropriated Surplus-December 31, 1963 $182, I79 $127, O10 $55 169 (See notes to financial statements) This statement is an integral part of report dated May 5, 1964. 12 Exhibit 4 Village of Brooklyn Center General Fund STATEMENT OF REVENUE-ESTIMATED AND ACTUAL Year 1963 Actual Budget C�ver(Under) Actual Estimate �stimate Taxes Real estate and personal property taxes $386, 728 Penalties and interest on tax bills 4, 647 Total Taxes $391, 375 $387, 416 3, 959 Licenses, Permits and Fines Fines 24,813 Building permits 6, 957 Electrical permits 5, 344 Plumbing permits 4, 947 Heating permits 3, 502 Dog licenses and pound fees 2, 452 Sewage and water permits 2, O15 Electrical licenses 1, 050 Plumbing licenses 1, 035 Heating licenses 720 Cigarette licenses 535 Bicycle Iicenses 496 Certificates of occupancy 397 Gas piping licenses 390 Service station licenses 333 Zoning charges and special permits 271 Well drillers licenses 260 Bowling a1Ley licenses 244 Well permits �10 Garbage and rubbish hauling licenses 190 House movers licenses 150 Cesspool cleaning permits 135 Water softener permits 125 Cesspool cleaners and installers licenses lI5 Liquor licenses 100 Taxicab licenses 100 Vending truck licenses 75 Malt licenses 65 Bench licenses 56 Coin operated cleaners licenses 25 Miscellaneous licenses 14 Total Licenses, Permits and Fines 57, 121 65, 000 7, 879) I3 Exhibit 4 Village of Brooklyn Center Cont'd General Fund STATEMENT OF REVENUE-ESTIMATED AND ACTUAL Year 1963 A ctual Budget Over(Under) Actual Estimate Estimate Shared Taxes State cigarette and liquor taxes 75, 74? 75, 000 747 State aid for streets 15, 677 17, 000 1, 323) Mortgage registry tax 6, 078 6, 078 Total Shared Taxes 97, 502 92, 000 5, 502 Charges for Current Services Recreation (transportation, registration, etc. II, 388 Assessment searches and map sales 1, 275 Platting fees 4?7 Work order charges I, 491 Total Charges For Current Services 14, 631 6, 850 7, 781 Charges to Other Funds Engineering and clerical fees 46, 484 Rent and administrative charges: Public Utilities Fund 9, 030 Work order charges 4, 403 Expense reimbursements Liquor Fund 772 Total Charges to Other Funds 60 689 59, 000 1, 689 Other Interest on temporary investments 2, 923 Rent Minnesota Highway Department 462 Hall rental 104 Sale of truck to Public Utilities Fund 800 Sale of miscellaneous assets 386 Suburban Gas Agency dues refund 675 Mi.scellaneous refunds and income (postage, 1 charges for traffic control, civil defense refunds, etc. j 373 Total Other 5, 724 -0- 5, 724 Transfers In Municipal Liquor Fund 72, 100 72, 100 Certificate of Indebtedness #5 Fund(Note 2) 6, 500 6, 500 �s, 600 �s, 600 -o- Total Revenue $705, 642 $688, 866 $16, 776 (See notes to financial statements) This statement is an integral part of report dated May 5, 1964. 14 Village of Brooklyn Center Exhibit 5 General Fund STATEMENT OF EXPENDITURES, APPROPRI�TIONS AND ENCUMBRANCES Year 1963 1963 Bud�et Appropriat�ons Expenditures and Encumbrances �Over Expended� Original Amendments 1963 1963 Dec.31 1963 Under Expended 1963 Budget To Budget Appropriation Expenditures Encumbrances Appropriations General Government Mayor, Council and Treasurer 33, 215 12, 624 20, 591 2I, 100 509) Election and voter registration 9 349 9 349 9, 168 I8I i Municipal Court 5, 000 6, 088 11, 088 12, 242 �1, 154� Finance Municipal Clerk 65, 625 220 65, 845 59, 384 300 6, 161 i Assessor 10, 640 132 10, 772 I1, 293 52I) Accounting and internal audit 16, 394 16, 394 17� 36? 973) Independent audit 5, 000 5, 000 4, 472 528 Legal 8, 000 8, 000 I0, 591 2, 591) General government buildings 26, 321 26, 321 27, 686 I33 I, 498) Total General Government $I79 544 6 184j $I73, 360 $I73, 303 433 376) Public Safety and Welfare Police protection $I47, 393 1, 439 $148, 832 $132, 65I 7, 679 8, 502 Fire protection 20, 488 20 488 15, 491 498 4, 499 Protective inspection 29, 225 29, 225 26, 406 2, 819 Civil defense 4, 09� 4, 090 1, 599 2, 491 Animal control 3, 500 3, 500 4 122 622� Nursing service 6, I00 6, 100 6, 454 354) Total Public Safety and Welfare $2I0, 796 l 439 $212, 235 $186p 723 8, 177 $17, 335 Highways Engineering 65 83? 65, 837 66, 330 6 499� Street department and maintenance shop 163, 885 163, 885 136, 849 1, 809 25, 227 Street lighting 26, 000 26, 000 24, 575 1, 425 Total Highways $255, 722 -0- $255, 722 $227, 754 1, 815 $2h, 153 Recreation Supervision of recreation 9 579 9, 579 9, 484 27 68 Adult programs 3p 630 3 630 4, 804 1, 174 Summer playgrounds 9, 190 9, 190 9, 031 159 Summer programs 8, 605 8, 605 12, 735 I3 4, 143) Fall and winter programs 5 300 5, 300 5 269 3I I Total Recreation 36 304 36, 304 41, 323 40 $�5, 059� Transfers To Park Fund -0- 17 486 17, 486 I7 486 Grand Total $682, 366 12� 741 $695, 107 $646, 589 $l O 465 $38, 053 4See notes to financial statements� This statement is an integral part of report dated May 5 1964 15 I Village of Brooklyn Center Exhibit 6 General Fund STATEMENT OF EXPENDITURES AND ENCUMBR.ANCES CLASSIFTED AS TO ACTIVITY, CHARACTER AND OBJECT Year 1963 Total Current Expense ClassifiCation Encumbrances Total Total Capital Expend. Classification and Current Personal Contractual Capital C)utlay Land and Land Expenditures �xpense Services Services Commodities Other Expenditures Improvements Equipment General Government Mayor, Council and Treasurer 21, 100 $20, 932 $19, 426 1 5Q6 168 168 Elections and voter registration 9, 168 2, 901 726 2 I75 6 267 6 267 Municipal Court 12, 242 l I, 715 10, 847 776 92 527 527 Finance Municipal Clerk 59, 684 59, 222 34, 292 $10, 923 5, 233 8, 774 4b2 462 Assessor 11, 293 l l 061 IO 225 782 54 232 232 Accounting, internal audit I7, 367 17, 367 17, 324 43 E Tndependent audit 4, 472 4, 472 4, 392 80 Legal 10, 591 10, 591 l0 591 General government buildings 27, 819 I7, 741 9 249 6, 023 2, 469 10, 078 7, 503 2, 575 Total General Government $I73, ?36 $156, 002 $117, 072 $17, 808 8 532 $12 590 $17, 734 7, 503 $10, 23I Public Safety and Welfare Police protection $140, 330 $132, 329 $I19, 329 1, 002 8, 806 3, 192 8, OOI 8, OOI Fire protection 15, 989 13, 763 9, 440 1, 161 2, 981 181 2, 226 2, 226 Protective inspection 26, 406 26, 406 25, 479 799 128 Civil defense 1, 599 1, 599 881 676 42 Animal control 4, 122 4, 122 4� 122 Nursing service 6, 454 6, 454 6, 454 Total Public Safety and Welfare $194, 900 $I84, 673 $165 705 3, 638 $II, 829 3, 50I $I0, 227 $10, 227 Highways Engineering 66, 336 64, 448 62 103 282 2, 001 62 1, 888 I, 888 Street department and maintenance shop 138, 658 131, 419 87, 059 1, 145 40, 495 2, 720 7, 239 7, 239 Street lighting 24 575 24, 575 24, 575 Total Highways $229 569 $220, 442 $149: 162 $26, 002 $42, 496 2 782 9, 127 9, 127 Recreation I Supervision of recreation 9, 511 9, 5I 1 8, 433 493 489 96 Adult programs 4, 804 4, 804 3, ?02 1, 102 I Summer playgrounds 9 031 9 031 6, 872 2, 159 Summer programs 12, 748 12 748 9, 535 3, 213 Fall and winter sports 5 269 5, 269 5, 091 178 Total Recreation 41, 363 41, 363 33, 633 493 7, 141 96 -0- -0- -0- Transfers To Park Fund 17, 486 17, 486 $I7, 486 Grand Total $657 054 $619, 966 $465, 572 $47, 941 $69 998 $36 455 $37,-088 7, 503 $29, 585 �See notes to financial statements� This statement is an integral part of report dated May 5, 1964. 16 Exhibit 7 Village of Brooklyn Center Special Revenue Funds I COMBINED BALANCE SHEET December 31, 1963 Combined Park Board Poor Total Fund Fund A SSETS Assets Cash on hand and in depositories $36 598 $27, 357 99 241 Temporary investments 5, I44 5� I44 Accounts receivable 199 l99 Cash held by County Treasurer's office 190 143 47 Taxes receivable. FZeal estate and personal property taxes Levied during 1962, collectible during 1963 Y, 476 1, 13b 340 Prior years levies 512 365 I47 Totals $44 I 19 $29 200 $14 919 LIABILITIES, RESERVES AND SURPLUS Liabilities Vouchers payable 1, 639 919 720 Accrued payroll 99� 990 Due to other funds 14a I44 14, I 14 30 Total Lzabilities $16 773 $16, 023 750 I Sur lus p Reserve for 1963 budget encumbrances 226 226 Unappropriated surplus (Exhibit 8) 27 120 I� 951 14 169 I' Totals $44 I 19 �Zg 200 �14 919 (See notes to financial statements) This statement is an integral part of report dated May 5 1964 r I I7 1 Exhibit 8 j Village of Brooklyn Center Special Revenue Funds COMBIIVED ANALYSIS OF CHANGES IN UNAPPROPRIATED SURPLUS December 31, 1963 Combined Park Board Poor Total Fund Fund Unappropriated Surplus, January I 1963 l I, 216 I, 588 9, 628 Add: Revenue (Exhibits 9 and 12) l I5, 80I 95, 352 20, 449 Deduct: Expenditures and encumbrances (Exhibits 10 and 12) 99, 897) 83, 989) I5, 908) Unappropriated Surplus, December 31, 1963 27, I20 $12,951 $I4 169 1 (See notes to financial statements) This statement is an integral part of report dated May 5, 1964. I r �it -18- Exhibit 9 Village of Brooklyn Center Park Board Fund (A Speci.al Revenue Fund) STATEMENT OF REVENUE-ESTIMATED AND ACTi7AL Year 1963 A ctual Budget Over(Under) I Actual Estimate Estimate General property tax special ad valorem levy $63, 658 $63, 759 101) Rents 900 1, 480 580) Conce s sions 643 643 Contr ibutions 3 00 3 00 Sale of lot 4, 000 4, 000 Sale of mower 450 450 Sale of junked I949 auto 15 15 Transfer from liquor fund 7, 900 7, 900 Transfer from general fund 17, 486 I7, 486 �95, 352 $90, 625 4, 727 (See notes to financial statements) This statement is an integral part of report dated May 5 1964 i t 19 Exhibit IO 1 Village of Brooklyn Center Park Board Fund {A Special Revenue Fund) STATEMENT OF EXPENDITURESp APPROPRYATIONS AND ENCUMBRANCES Year 1963 1963 �Over Expended� Budget 1963 1963 Under Expended Function Appropriation Expenditures Encumbrances Appropriations General park administration $50, 991 $50, 660 331 General park maintenance 11, 650 10, 83I 40 779 Park garage 900 8I4 5 8I Operation of special facilities: Grandview Park 800 660 I1 129 Northport Park 400 309 20 71 Garden City Park 350 370 20 40) Orchard Park 250 135 II5 Happy Hollow Park 250 229 16 5 B ellvue Park 225 l I b I 09 Kylawn Park 225 42 I83 Willow Lane Park 150 I3 137' Wangstad Park 50 lI 39 1 Evergreen Park 50 4 46 Facility acquisition and improvements 19, I45 19 569 114 538) I Total $85, 436 $83, 763 $226 1, 447 {See notes to financial statements� This statement is an integral part of report dated May 5, 1964. 1 1 1 2 p Exhib it I 1 Village of Brooklyn Center Park Board Fund 4A Special Revenue Fund� STATEMENT OF EXPENDITURES AND ENCUMBRANCES CLASSIFIED AS TO ACTIVITY CHARACTER AND OBJECT Year 1963 Total Total Encumbrances Total Current Expense Classification Capital Capital OutLay Classifieation and Current Personal Contractual Outlay Land and Land Activity Expenditures Expense Seraices Services Commodities Other Expenditures �provements Buildings Equipment General park administration $50, 660 $42, 308 $40, 669 311 I 1 1, 317 8, 352 7 201 1 I 51 General park maintenance 10, 871 8, 063 6, 949 I 114 2 808 2, 808 Park garage 819 819 740 79 Special facilities: Grandview Park 2, 257 671 534 I37 1 586 558 I, 028 Northport Park 842 329 200 I29 513 269 244 Garden City Park 3 846 39� 162 228 3, 456 I 018 1, 697 74I Orchard Park 885 135 59 76 750 84 666 Happy Hollow Park 561 245 I37 108 316 18 298 Bellvue Park 1, OS2 l Ib 61 55 936 450 486 Kyla.wn Park 928 42 40 2 886 399 487 Willow Lane Park 6, 7I9 13 13 6, 706 1, 342 5, 084 280 Wangstad Park 309 11 I1 298 298 Evergreen Park 4 4 4 Brooklane Park 490 490 490 Palmer Lake properties 3, 746 3, 746 3, 746 Total $83, 989 $53, 146 $40, 669 2, 248 7, 798 2, 431 $30 843 $15, 085 6, 78I 8, 977 �See notes to financial statements� This statement is an integral part of report dated May 5, 1964 1 2Y i Exhibit 12 Village of Brooklyn Center Poor Fund (A Special Revenue Fund) STATEMENT OF R�VENUE AND EXPENDITURES Year 1963 Revenue General property tax special ad valorem levy $19 999 Relief grants 306 Interest earned on temporary investments 144 Total Revenue $20, 449 Expenditure s Subsistence care and support payments $12, 732 Professional and consultants and administrative fees 3, 176 Tota1 Expenditures $I5, 908 Excess of Revenue Over Ex enditures 4, 541 P (See notes to financial statements) This statement is an integral part of report dated May 5, 1964. 1 -22- i Exhibit 13 Village of Brooklyn Center Debt Service Funds COMBINED BALANCE SHEET December 31, I963 Redemption Funds Certificates State Loan Combined Park of (Cash Basis Total Bonds Indebtedness Fund) ASSETS Cash on hand and depositories 9 695 7, 613 2, 082 Temporary investments 636 452 184 Due from other funds 16 16 Cash held by County Treasurer's office 1, 507 88 43 1, 376 Taxes receivable: Real estate and personal property: Levied 1962, collectible 1963 846 596 250 Prior year levies 648 340 308 Totals $13, 348 9, I05 2, 867 1, 376 LIABILITIES AND SURPLUS Liabilities Due to other funds 9 9 Surplus Unappropriated surplus (Exhibit 14) $13, 339 9, 105 2, 858 l y 376 Totals $13, 348 9, 105 2, 867 1, 376 (See notes to financial statements) This statement is an integral part of report dated May 5 1964 23 Exhibit 14 Village of Brooklyn Center Debt Service Funds COMBINED STA TEMENT OF REVENUE, EXPENDITURES AND SURPLU5 Year 1963 Redemption Funds Certificates State Loan Combined Park of (Cash Basis Total Bonds Indebtedness Fund} Unappropriated Surplus, January I, 1963 $18, 097 7, 546 8, 323 2, 228 Add: Revenue General property tax levies 50, 501 35, 092 14, ?26 683 Interest on temporary investments 636 452 184 Total Balance and Additions $69, 234 $43, 090 $23, 233 2, 911 Deduct: Expenditures Transfer to general fund (Note 2) 6, 500 6, 500 Principal paid 34, 300 $20, 000 13, 000 1, 3a0 Interest expense 15, 035 13, 925 875 235 Service charges(paying agent) 60 60 TotaL Expendi.tures $55, 895 $33, 985 $20, 375 1, 535 Unappropriated Surplus December 31, 1963 $13, 339 9a 105 2, 858 1, 376 (See notes to financial statements) This statement is an integral part of report dated May 5 1964 -24- t All Funds Combined Assets Totals Cash on hand and in depositories 131, 272 Temporary investments 745 084 Accounts receivable 14, 434 Due from other funds 23, 594 Cash held by County Treasurer's office 15, 741 Taxes receivable {delinquent} 59 Assessments receivable: Future year installments (principal) 3, 123, 433 1962 collectible in 1963 (principal and interest) 41, 672 Delinquent (principal and interest) 31, 800 From Park Board Fund (principal-no interest charge} 88, 231 From Village General Fund �principal-no interest charge) 54, 280 From University of Minn. �principal and interest) Earl Brown properties 403, 211 Interest applicable to 1963 on installments to be collected during 1964 3, 325 General Village share for future taxation �principal only) 469, 829 Authorization to assess for construction in progress 271,460 Cash held by paying agents for debt and interest 531, 906 Totals $5 949 331 Liabilitie s Vouchers payable 28, 934 Accrued expenses (interest and financing costs) 7, 680 Due to other funds 29, 268 Construction loans payable 355, 000 Bon.ds payable 4, 582, 500 Bonds and interest not redeemed (monies with paying agent� Bonds maturing January 1, 1964 425, 500 Interest coupons maturing January 1, 1964 98, 582 Bonds and interest matured not redeemec7 7, 824 Total Liabilities $5, 535, 288 Surplus and Appropriation Balances Unagpropriated surplus (deficit� for debt retirement (Exhibit 16} 379, 845 Unexpended appropriations for construction (Exhibit I7) 34, 198 Totals $5, 949, 331 (See notes to financial statements} This statement is an integral part of report dated May 5, 1964. Exhibit 15 Village of Brooklyn Center Special Assessment Funds COMBTNED BALANCE SHEET December 31, 1963 Bond Fund 1955 A 1956 AC 1956 B 1957 AB 1958 A 1958 B 1959 AB 1960 AB 1961 AB 1963 No. 1 Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund 10, 183 5, 943 15, 875 4, 015 9, 303 16, 148 7, 805 19, 076 5, 047 6, 801 3I, 076 49, 033 I34, 127 129, 239 59, 221 114 384 59, 039 155 609 39, 761 750 I, 056 2, 865 I 4, 43 4 76 7, 373 12, 748 154 2, 781 462 41 47 59 42 65 68 78 5, 616 9,.725 59 109, 1g0 80, 524 245, I64 59, 296 124, 848 258, 488 126, 427 302, 239 900, 912 791, 961 124, 384 513 715 1, 425 162 899 1, 724 324 l 53g 15, 113 19, 258 403 I, 225 3, 587 377 2, 376 2, 197 743 695 15 906 4, 291 12, 436 3, 021 I4, 377 3, 775 32, 153 22, 469 460 901 486 15, 978 36, 455 64, 864 54, lI5 33, 620 229,492 21 120 250 74 1p 135 I, 866 2, 705 4, 319 19, 091 139, 298 197, 40I I04, 282 2, 733 27I, 460 27, 559 25, 144 63, 800 52, 550 5I, 358 37, 552 25, 130 47, 585 133, 52I 67, 707 $196, 998 $312, 648 $528, 405 $I75 663 $3I0, 573 $423, 673 $343, 731 $5b7, 202 $1, 552, I I7 $1 103, 475 $434, 846 14, 602 I4, 332 680 77 2, 763 18 1, 503 24, 907 355, 000 $I53, 500 2I4, 000 $380 000 $I00, 000 $160, 000 $375, 000 $290, 000 525, 000 1, 405, 000 980 000 24, 500 21, 000 55, 000 50, 000 45 000 30 000 20, 000 35, 000 100 000 45, 000 3, 059 3, 819 8, 509 2, 550 4, 250 7, 552 5, 130 I1, 825 30, 720 21, 168 325 291 2, 108 760 2, 80I 1, 539 $18I, 059 $239, 221 $443 800 $152, 550 $211, 358 $412 552 $315, 130 $575, 348 $1, 538, 539 $I, 063� 8I2 $40I, 919 15, 939 ?3, 427 84, 605 23, l I3 99, 215 I I 121 28 601 8, 146� I3, 578 39 663 1, 271) 34, 198 $196, 998 $3I2, 648 $528p 405 $175, 663 $310 573 $423, 673 $343, 731 $567, 202 $1, 552, I I7 $l, 103, 475 $434, 846 25 I Exhibit 16 Village of Brooklyn Center Special Assessment Funds COMBINED STATEMENT OF REVENUE, EXPENDITURES AND UNAPPROPRIATED SUR]?LUS FOR DEBT RETYREMENT Year x 963 Combined Total Bond Fund 1955 A 1956 AC 1956 B 195? 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, 1963 $350, 188 $I3, 826 $69 606 $89, 283 $22, 165 $94, 345 $29, 70? $26, 044 $(6, OIO� {$I4, 484j $25, 706 -0- Add: Revenue for 1963 1963 interest on assessment rolls $197, 818 6, 536 4, 700 $14, 1 I4 3 690 9, 057 $17, 439 7, 756 $20, 511 $60, IO2 $52, 028 1, 885 Interest earned on U. of M. contract {Brown properties� I7, 391 2, 703 2, 165 I, 398 10, 376 749 Income earned on temporary investments 33, 696 1, 948 4, 395 9, 260 3, 226 4, 427 2, 330 5, 128 I, 162 749 I, 056 15 Unused construction moneys transferred to debt retirement purposes 25, 958 18, 815 7, 143 Excess of assessments over cost of projects completed transferred to debt retirement purposes 199 199 Total Revenue for 1963 $275, 062 8, 484 $l I, 798 $25, 539 6, 916 $I3, 484 $21, 167 $I2, 884 $21, 673 $90, 042 $61, 175 1, 900 Deduct: Ex enditures for 1963 P Interest expense $209, 612 6, I I8 7, 637 $21, 705 5, 100 8, 500 $15, 105 $10, 260 $23, 651 $61, 440 $46, 925 3, 171 Premium paid on called bonds 7 500 7, 500 Paying agent charges I, 408 76 45 454 75 78 75 5I 103 279 172 Roll processing charges to county 744 84 78 I29 10 36 62 16 55 154 120 Assessments written off �Note 3} 26, I4I 93 217 429 783 24, 511 107 1 I Total Expenditures for 1963 $245, 405 6, 371 7, 977 $30, 2I7 5, 968 8, 614 $39y 753 $10 327 $23, 809 $61, 980 $47, 21$ 3, I7I Unappropriated Surplus �Deficit� December 31 1963 $379 845 $I5 939 $73, 427 $84, 605 $23, I I3 $99, 215 $11 121 $2&, 601 $(8, 146p $13, 578 $39 663 l, 271) I �See notes to financial statements} This statement is an integral part of report dated May 5, 1964. 26 I Exhibit 17 Village of Brooklyn Center I Special Assessment Funds CONSTRUCTION EXPENDITURES COMP�ARED TO APPROPRIATTONS Year 1963 Combined Total 1960 AB 1961 AB 1963 A11 Funds Fund Fund Fund 4 080 637 1 814 9I1 2 265 726 -0- Original Appropriations as of January 1 1963 Additions and �Deductionsj New projects initiated during 1963 151, 92I 151, 92I Appropriations transferred from 1961 AB Fund to 1963 Fund �See Note 4f 510, 277) 510, 277 Sub-Total $4, 232, 558 $I, 814, 91I $1, 755, 449 $662, 198 Less; Appropriations cancelled 296, 280} 290, 804j 5, 476� Total Appropriations $3 936 278 $1, 814, 911 $1, 464, 645 $656, 722 Deduct: Expenditures for construction During years prior to 1963 $3, 558, 147 $1, 795, 897 $1, 762, 250 -0- During 1963 317, 975 200 2, 009 315, ?66 Expenditure related to appropriations transferred from 1961 AB to 1963 Fund (See Note 4j 306, 758 306, 758 Total Expenditures for Construction $3, 876, 122 $I,'�96, 097 $1, 457, 501 $622, 524 Appropriation Balance 60, 156 18, 814 144 34, 198 Less: I Restricted construction monies transferred to debt retirement purposes upon completion of all projects within closed funds 25, 958 I8, 814 7 144 Unexpended Appropriation for Construction, December 31, 1963 34, 198 -0- -0- 34, 198 �See notes to financial statements� This statement is an integral part of report dated May 5, 19b4. 27 Exhibit 18 Village of Brooklyn Center Special Assessment Funds STATEMENT OF LONG TERM DEBT(PRINCIPAL AMOUNT) t December 31, 1963 Bond Redemption Balance Last Year of Total Monies to Unpaid Installment Fund Description of Issue Issue Issue Paying Agent 12-31 63 Due on Coupon Rates on Outstanding Bonds Bond Fund 1 Storm Sewer 1 serial issue 1952 304, 000 176, 000 128, 000 I-1 -72 3. 50% Sanitary Sewer 1 serial issue 1952 48, 000 30, 000 18, 000 I-1-73 3. 20 1953 A serial issue 1953 30, 000 30, 000 -0- 1-I -64 3. 25 1953 B serial issue 1953 55, 000 50, 000 5 000 1-1-69 3 30 1954 A serial is sue 1954 37, 000 35, 000 2, 000 1-1-65 3� 00 1954 C serial issue 1954 22p 500 22, 000 500 I-1 -65 2. 50 1955 A 1955 A serial issue 1955 497, 000 283, 000 2I4, 000 1-1-76 3. 25 1956 AC 1956 A serial issue 1956 535, 000 460, 000 75, 000 1-1-67 3. 75 1956 C serial issue 1956 550, 000 245, 000 305, 000 1-1-77 3e 90 1956 B 1956 B serial issue 1956 200, 000 200, 000 -0- 1-1-62 3. 30 1956 B refunding issue 1960 200, 000 I00, 000 100, 000 1-1-66 3. 40 1957 AB 1957 A serial issue 195? 430, 000 330, 000 100, 000 1-1-67 4. 00 1957 B serial is sue 1957 350, 000 290, 000 60, 000 1-I -67 4. 50 1958 A 1958 A serial issue 1958 530, 000 155, 000 375, 000 1-I -79 175 M@4. 00%;75 M@ 3. 9�%;75 M@ 3� 60°Jo;50 M@ 3. 10°� 1958 B 1958 B serial issue 1958 390, 000 100, 000 290, 000 1-1-79 9� M@ 3. 60�fo; 60M 3. 50°jo; 60 M@ 3. 20°�0; 80 M@ 3. OO�fo 1959 AB 1959 AB serial issue 1960 630, 000 105, 000 525, 000 I-1-81 185 M@ 4. 50%; 200 M@ 4. 25'�f 105 M@ 4. 00°fo; 35 M@ 3. 75°� 1960 AB 1960 A serial issue 1960 �68, 000 148, 000 620, 000 1-I -81 90 M@ 3. 00°j 390 M@ 4. 20°J 140 M@ 4. 50% 1960 B serial issue 1961 885, 000 100, 000 785, 000 I-I -8I 315 M@ 4. 20°j 180 M@ 4, l0�f 140 M@ 4. 00°� 150 M@ 3� 80°�0 1961 AB 1961 A serial issue 1962 595, 000 35, 000 560, 000 I-1 -82 150 M@ 3. 75°jo; 120 M@ 3. 70%; 120 M@ 3. 40°f 170 M@ 3. 00% 1961 B serial issue 1963 430, 000 10, 000 420, 000 I-1-84 100 M@ 3. 70°j I20 M@ 3� 60QJ 80 M@ 3. 30%; 120 M@ 2� 80% $7, 486, 500 $2, 904, 000 $4, 582, 500 �See notes to financial statements) This statement is an integral part of report dated May 5, 1964. 28 Exhibit 19 Village of Brooklyn Center Municipal Liquor Fund BALANCE SHEET Decem}�er 3I, I963 ASSETS LIABILITIES AND SURPLUS Current Assets Current Liabilities Cash on hand and in depositories 50 602 Accounts payable 22, 564 Temporary investments 46, 432 Accrued salaries and wages I, 318 Miscellaneous receivables (netj 257 Accrued Public Employees Retirement Association contribution 1, 284 Cash held by paying agent revenue certificate Accrued interest payable on revenue certificates 2, 624 account �Note 5� 16, 261 Due to other funds I, 7I I Merchandise inventory �valued at cost) 88, 103 Bonds, coupons and call premiums �matured but not Prepaid expenses 1, 402 presented to paying agent� 638 Certificates payable por�ion due within one year �see belowj 13, 000 Total Current Assets $203, 057 Total Current Liabilities 43, 139 Fixed A s s ets Provision Lon T erm Liabilitie s g for Depreciation Book Revenue certificates payable (Exhibit 24j $I25, Q00 Cost Amortization Value Less: Portion due within one year �as above� 13, 000 Fixtures and Equipment Lyndale Avenue store $11 f 420 $10, 775 645 Total Long Term Liabilities I I2 000 Osseo Road store 14, 053 6 537 7, 5I6 Brookdale store 10, 873 I, 987 8, 886 Total Liabilities $155, 139 Leasehold Improvements Brookdale store 16 269 5, 948 l0 321 Surplus $52, 615 $25 247 Total Book Value of Fixed Assets 27, 368 Restricted per terms of resolution authorizing the issuance of revenue certificates �Note 5� I?, 72$ Undistributed surplus 57, 558 1 Tota Surplus 75 286 Total Assets $230, 425 Total Liabilities and Surplus $230, 425 {See notes to financial statements) This statement is an integral part of report dated May 5, 1964. 29 Exhibit 20 Village of Brooklyn Center Municipal Liquor Fund AIVALYSIS OF CHANGES IN SURPLUS Year 1963 Surplus, January 1 1963 b9, 961 Add: Net income (Exhibit 23) 85, 324 Total Balance and Additions $I55, 285 Deduct: Transfers to other Funds General Fund $72, 100 Park Board Fund 900 80 000 Surplus, December 31 1963 75, 285 (See notes to financial statements) This statement is an integral part of report dated May 5, 1964. 30 Exh�bit 2I Village of Brooklyn Center Municipal Liquor Fund STATEMENT OF INCOME AND EXPENSE Year 1963 Combined #1 #2 #3 Total Lyndale Ave. Osseo Road Brookdale All Stores Store 5tore Store Sales $752, 202 $177, 360 $357, 703 $217, I39 Less: Cost of inerchandise sold 578, 678 I36, 974 276, 902 164, 802 Gross Margin on Sales $173 524 40, 386 80, 801 52, 337 Less: Operating expenses requiring funds Salaries and wages 55, 309 17, 591 22, 934 14, 784 Rent {Note 6� 8, 963 8, 963 Utilities and heat 4, 218 991 1 817 I, 4I0 Insurance 1, 908 802 587 519 Supplies 1, 645 334 737 574 Public employees retirement fund 1, 284 545 572 167 Auditing 998 349 349 300 Repairs and maintenance 882 212 402 268 Telephone 689 223 264 202 Protection service b96 150 216 330 Mileage 198 66 66 66 Inventory variance and adjustments 306 43 232 3I Laundry 143 83 24 36 Licenses andtaxes I73 57 58 58 Provision for bad checks �net of recoveriesj 99 59 40 Mis cellaneous 15 5 5 5 Breakage 71 23 3"8 10 Cash (over� and short 16) 54� 51 I3) Total Operating Expenses Requiring Funds 77, 58I 21, 479 28, 352 27, 750 Net Operating Income Before Depreciation and Amortization 95, 943 18, 907 52, 449 24, 587 Less: Depreciation and amortization of leasehold improvements 6, 885 1, 013 1, 530 4, 342 Net Operating Income 89 058 17, 894 50, 919 20, 245 Add: Interest on temporary investments and check cashing fees 1, 543 Deduct: Interest and paying agent charges on revenue certificates 5, 277� Net Income 85, 324 4See notes to financial statements� This statement is an integral part of report dated May 5, 1964. 31 Exhibit 22 Village of Brooklyn Center Municipal Liquor Fund STATEMENT OF LONG TERM DEBT December 31, 1963 Tnterest Revenue Certificates Principal Revenue Certificates-Interest Coupons Certificate Coupon Outstanding Retired Outstanding Dates of Outstanding Retired Outstanding Numbers Rate 1-1 -63 1963 I2-31-63 Maturity 1-1 -63 1963 12-3I -63 11-15 4. 00�/0 5 000. 00 5, 000, 00 -0- 1-I -63 2, ?23. 75 2� 723., 75 -0- 7-1 -63 2 623. 75 2, 623. 75 -0- 16-28 4. 00 13, 000. 00 13, 000. 00 1-I -64 2, 623. 75 2, 623. 75 7-1 -64 2, 363. 75 2, 363. 75 29-41 4. 00 13, 000. 00 I3, 000. 00 1-1 -65 2, 363. 75 2, 363. 75 7-1 -65 2 I03. 75 2, 103. 75 42-54 4. 25 I3, 000. 00 13, 000. 00 1-1 -66 2, 103. 75 2, 103. 75 7-I -66 l, 827. 50 I, 827. 50 55-67 4. 25 13, 000. 00 13, 000. 00 1-1 -67 l 827. 50 I, 827. 50 7-1 -67 1, 551. 25 I, 55I. 25 68-80 4. 25 I3 000. 00 13, 000. 00 1-1 -68 I, 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 1, 275. 00 I, 275. 00 7-1 -69 956. 25 956. 25 96-110 4. 25 15, 000. 00 15 000. 00 1-1 -70 956. 25 956. 25 7-1 -70 637. 50 637. 50 111-125 4. 25 15p 000. 00 15, 000. 00 1-1 -7I 637. 50 637. 50 7-1 -71 318. 75 318. 75 126 -140 4. 25 I5, 000. 00 15, 000. 00 1-1 -72 318, 75 318. 75 $130, 000. 00 5, 000. 00 $125, 000. 00 $30, 038. 75 5, 347. 50 $24, 691 e 25 General Provisions of Issue a. Obligations are payable solely frorn 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 Janup,ry 1, 1968 are subject to redemption (call� in inverse numerical order on January l 1965 or any interest payxrxent date thereafter upon payment as follows: I. If redeemed prior to January I, !,1968 at par �$1, 000} plus accrued interest, plus premium of $30. 00 on each certificate redeemed. 2. Yf 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 asid.e of funds to meet principal and interest maturities. �See accompanying notes to financial statements� This statement is an integral part of report dated May 5 1964 32 Exhibit 23 Villa�e of Brooklyn Center Public Utilixies Fund BALANCE SHEET December 'al, 19b3 ASSETS LIABILITIES Current Operating Assets Current Operating Liabilities 13 167 Vouchers payable 2I, 083 Cash on hand and in depositories Temporary investments 193 965 Accrued Public Employees Retirement Association contribution 2, I87 Accounts receivable Utility customers 35, 340 Accrued salaries and wages 723 Accrued revenue receivable (estimated unbilled sales� 22, 329 Due to other funds 3, O10 Accounts receivable �other than utility services� I0� 919 Due from other funds 50 Total Current Operating Liabilities 27, 003 Inventory of stores and supplies 4, 065 Prepaid expenses 998 Liabilities Payable From Restricted Asset Accounts Construction account: Total Current Operating Assets 280p 833 Contracts and vouchers payable $155, 348 Due to other funds 5, 365 160, 713 Assets Restricted As To Use �Note 7� Revenue accounto Receivables Accrued interest on bonds payable 19, 294 and Total Liabilities Payable From Restricted Accounts 180, 007 Accrued Cash Investments Revenue Total Long Term Liabilities Customer meter deposits 95, 319 f Construction Revenue bonds payable, dated 7-I -63 �Note 7� 1, 000, 000 accounts $10, 963 $773, 121 8, 971 793 055 Total Long Term Liabilities 1, 095, 319 Revenue bond account 28, 892 28, 941 236 58, 069 Total Liabilities $1, 302 329 Reserve account -0- 76, 977 1, 205 ?8, 182 $39, 855 $879: 039 $10, 412 NET WORTH Total Restricted Assets 929, 306 Contributions in aid of construction $6 682, 914 Plant and Property Restricted earned surplus �Note 7� $130p 463 Water and sewer utility in service �Exhibit 27} $6, 919, 763 Unrestricted earned surplus 542 131, 005 Lesso Provision for depreciation �'Exhibit 27} 394, 955 Book Value of Plant and Property in Service 6, 524, 808 Total Net Worth 6, 8I3 919 II Other Assets Work in progress �financed by revenue bond issue} 38I, 164 Current capital outlay 137 Total Other Assets 381,301 Total $8, l 16 248 Total $8, 116, 248 �See notes to financial statements� This statement is an integral part of report dated May 5 1964 I -33- Exhibit 24 II Villa f Brookl n C n r ge o y e te I Public Utilities Fund STATEMENT OF INCOME AND EARNED SURPLUS Year 1963 Water Sewer Cambined Department I7epartrr�ent Total I Services to customers $I32, 725 $167 032 299 757 Sewer permits 2, 360 2, 360 Customer penalti.es 674 3 990 4, bb4 Earnings on temporary investments 2, 9�2 2, 90I 5, 803 Other income 660 287 947 Gross Operating Revenues $136, 961 $I76 570 313, 531 Less: Operating revenue deductions Operating expenses (Exh. 25 26) 60, 592 $I04, 352 164, 944 Depreciation 42, 2I5 44, 498 86, 713 Total Operatin� Revenue Deductions $102 80? $14�, 850 251 657 Net Operating Income 34, 154 27, 720 61, 874 Other Income Interest earned on revenue account investments I, 926 Interest earned on construction account investments I3, 506 Other Expense Interest expense and service charges on bonds payable 16,,324) Net Income 60, 982 Earned surplus January I 1963 70 023 I Total E r a ned Surglus, December 3I y 1963 131, 005 (See notes to financial statements) This statement is an irfegral part of report dated May 5, 1964. -34- r E�hibit 25 Village of Brooklyn Center Public Utilities Fund WATER DEPARTMENT OPERATING EXPENSES Year 1963 Source of Supply Power 7, 004 Purification supplies 3, 333 Labor 3, 500 Materials 992 Supplie s 592 Operati.on and maintenance of equipment 350 Fuel heati.ng 319 Equipment rental 132 Pump xepairs 40 Repairs to structures 34 Small tools 10 Dues and subscriptions 8 $16, 31� Transmis sion Materials 6, 701 Labor 2, 173 Repairs to mains 102 8 976 Admi.nistration Salaries and wages $II, 702 Consulting fees 9, 178 Rent and administration (to Village of Brooklyn Center) 4, 500 Insurance 1, 202 Provision fox° Publ.ic Empioyees Retirement Fund 1, 094 Operation and maintenance of equipment 363 Fuel equipment 349 Water charge refunds 285 Printing 173 Schools and conferences 113 Materials 89 Supplie s 53 Uncollectible accounts 43 Dues and subscriptions 30 Mgleage 29 Penalty refunds 3 29 206 Customer Accounting and Collections Salax°ies and wages 3, 449 Postage 1, 968 Printing 343 Suppli.e s 18I Operation and maintenance 155 6 096 Total Water Department Operating Expenses $60, 592 (See notes to financial statements) This statement is an integral part of report dated May 5 1964 35 Village of Brooklyn Center Exhibit 26 Public Utilities Fund SEWER DEPARTMENT OPERATING E�PENSES Year 1963 Disposal Soux°ce Rent City of Minneapolis $7I, 624 Rent Village of Crystal 3, 420 75, 044 Pumping Labor 4, 037 Power 3, 561 Materials 486 Alarm system 166 Supplie s 145 Fuel heating 118 Repairs to lift stations 74 Equipment rental 67 Operation and maintenance of equipment 22 Consulting fees 12 8, 688 Tra.nsmission Labor 1, 272 Supplie s 2I 3 Equipment rental I26 Repairs to mains 61 Materials 29 Small tools 20 I 721 1 Administration Salaries and wages 8, I08 Rent and administration (to Village of Brooklyn Center) 4, 500 Provision for Public Employees Retirement Fund 1, 094 Insurance 462 Consulting.fees 413 Operation and maintenance of equipment 399 Fuel equipment 350 Schools and conferences 100 Sewer charge refunds 68 Penalty refunds 38 Materials 30 Milea ge 29 Supplies 22 Small tools 22 Other 18 15, 653 Customer Accounting and Collection Salaries and wages 2, �93 Postage 735 Operation and maintenance of equipment I55 Printing and supplies 263 3, 246 Total Sewer Department Operating Expenses $104, 352 (See notes to financial statements) This staternent is an integral part of report dated May 5 1964 -36- r Exhib it 2 7 Village of Brooklyn �enter Public UtiTities Fund SUMMARY STATEMENT OF PLANT AND PROPERTY AND PROVISION FOR DEPRECIATION December 31, 1963 Assets Provisions for Depreciation Balance Balance Balance Balanc e De pr eciable 1-1 -63 Additions Ded'ns I2-31 -63 1-1 -63 Additions Ded°ns 12-3I -b3 Life Water Department Mains and lines 1 8 3 837 5 423 1 53 260 67 78 18 38 86 727 100 ears 9, $99 $�9 9 99 Y Structures 362, 123 1, 538 363, 661 31, 793 l l 488 43, 281 30 years r Consumer meters in use 84, 565 4, 600 89, 165 I3, 423 4, 228 I7, 65I 20 years Equipment 135, 692 3, 466 139 158 19 566 7, 561 27, 127 5, I0, 20 25 years t Total Water Department $2, 476, 217 $69, 027 -0- $2, 545, 244 $132, 571 $42, 215 $-0- $174, 786 Sewer Department Mains and lines 4 34 535 14 55 4 364 4 0 172 817 43 4 5 216 I2 I00 9, 9 9 9 3 year s Equipment 10, 029 10, 029 2, 854 1 003 3, 857 10 years Total Sewer Department $4, 359, 564 $I4, 955 $-0- $4, 374, 519 $I75� 671 $44, 498 $-0- $220 169 Total Water and Sewer Departrrients $6, 835, 78I $83, 982 $-0- $6 919 763 $308, 242 $86, 7I3 $-0- $394, 955 �See notes to financial statements� This statement is an integral part of report dated May 5, 1964. i 1 37 Exhibit 28 Village of Brooklyn �Center Public Utilities Fu.nd SUMMARY OF SOURCE OF FUNDS INVESTED IN PLANT AND PROPERTY December 31, Ii963 1 Balance Balance I January I, Year 1963 December 31, 1963 Additions Adjustments 1963 Original Cost of Plant and Property �Exhibit 27� $6, 835, 78I $83, 9g2 $6 919 763 Source of Funds Invested Contributions in aid of construction received from s ecial assessment P districts and contractors. Water department assets $2, 270 599 $58, 216 2 328 815 9 Sewer department assets 4, 341, 591 14, 807 2, 299� 4 354 099 From operating funds of the public utilityo Water department assets 205, 618 10 8I I 2I 6, 429 Sewer department assets I5, 630 148 2, 299 1 8, 077 Total Funds Invested by Source $6, 833, 438 $83 982 $-0- $6, 917, 420 Addo Adjustment for depreciation provisions applicable to years prior to 1957. At the inception of the public utilities fund during 1957, assets were recorded at original cost and depreciation applicable to periods prior to 1957 was charged to contributed surplus 2 343 2, 343 1 Total as Above $6 835 781 $83, 982 0- $6, 919, 763 4See notes to financial statements� This statement is an integral part of report dated May 5 1964 -38- r Exhibit 29 Village of Brooklyn Genter Public Utilities Fund STATEMENT OF LONG TERM DEBT December 31, 196� 1 Interest Principal Interest Coupons Certificate Coupon Tssued Retired Outstanding Date of Issued Retired Outstaxlding Numbers Rates 7-1 -63 1963 I2-31-63 Maturity 7-1 -63 1963 I2-3I-63 1-1-64 19, 293. 75 19, 293. 75 7-I -64 19, 293. 75 I9, 293. 75 I-1 -65 19, 293. 75 19, 293. 75 7-1 -65 19, �93. 75 19, 293. 75 1-5 3. 75% 25, 000. 00 25, 000. 00 1-1 -66 I9, 293. 75 19, 293. 75 7-1 -66 18, 825. 00 18, 825. 00 6-10 3. 75 25, 000. 00 25, 000. 00 I-1 -6? 18p 825. 00 18, 825. 00 7-1 -67 18, 356. 25 18, 356. 25 1 I-15 3. ?5 25, 000. 00 25, 000. 00 1-1 -68 I8, 356. 25 I8, 356. 25 7-1 -68 17, 887. 50 17, 887. 50 16-20 3. 75 25, 000. 00 25, 000. 00 1-1 -69 17, 887. 50 17, 887. 50 7-1 -69 17, 418. 75 17, 418.'75 21-25 3. 75 25, 000. 00 25, 000. 00 1-I -70 17, 418. 75 17, 418. 75 7-1 -70 16 950. 00 16, 950. 00 26-31 3. 75 30, 000. 00 30, 000. 00 1-I -71 16, 950. 00 16, 950. 00 7-I -71 16, 387. 50 16, 387. 50 32-37 3. 75 30, 000. 00 30, 000. 00 1-I -72 16, 387. 50 16, 387. 50 7-1 -?2 15, 825. 00 15, 825. 00 38-43 3. 75 30, 000. 00 30, 000. 00 1-1 -73 I5, 825. 00 15, 825. 00 7-1 -73 15, 262. 50 I5, 262. 50 44-49 3. 75 30, 000, 00 30, 000. 00 T-1 -74 I5, 262. 50 15, 262. 50 7-I -74 I4 700. 00 I4, 700. 00 50-55 3. 75 30 000. 00 30, 000. 00 I-I -75 14, 700. 00 14, 700. 00 7-1 -75 14, 137. 50 14, I37. 50 56-61 3. 9� 30, 000. 00 30 000. 00 1-1 -76 I4, I37. 50 14, I37. 50 7-I -76 I3 50 13, 552. 50 62-68 3. 90 35, 000. 00 35, 000. 00 1-T -77 13, 552. 50 13, 552, 50 7-1 -77 12� 870. 00 12, 870. 00 69-75 3. 9� 35 000. 00 35, 000. 00 1-I -78 I2, 870. 00 12, 870. 00 7-I -78 12, I87. 50 12, I87. 50 76-82 3. 90 35, 000. 00 35, 000. 00 I-1 -79 I2, I87. 50 12, I87. 50 7-1 -79 l lp 505. 00 I 1, 505. 00 83 -89 3. 9� 35, 000. 00 35, 000. 00 1-1 -$0 11, 505. 00 11, 505. 00 7-1-80 10� 822. 50 I0, 822. 50 I 90-96 3. 9� 35, 000. 00 35, 000. 00 I-1-81 10, 822. 50 10, 822. 50 7-1 -81 l Op 140. 00 I0, 140. 00 97-104 3. 90 40, 000.-00 40, 000. 00 1-1-82 l O 140. 00 10, 140, 00 7-I -82 9, 360. 00 9, 360. 00 39 Exhibit 29 Village of Brooklyn Center Cont'd Public Utilities Fund STATEMENT OF LONG T,ERM DEBT December 3I, 1963 Interest Principal Interest Coupons Certificate Coupon Issued Retired Outstanding Date of Issued Retired Outstanding Numbers Rates 7-I -63 1963 12-3I -63 Maturity 7-1 -63 1963 12-3I -63 1 105-112 3. 9�% 40, 000. 00 40 000. 00 I-I -83 9, 360, 00 9, 360. 00 7-1 -83 8 580. 00 8, 580. 00 113-I 20 3. 9� 40, 000. 00 40, 000. 00 1-1 -S4 8, 580. 00 8, 580. 00 7_1 _84 7, 8��. �0 7, 8��. 0� 121-128 3. 90 40, 000. 00 40, 000. 00 1-1 -85 7, 800. 00 800. 00 7-I -85 7, 020. 00 7, 020. 00 129-137 3. 9� 45, 000. 00 45, 000. 00 I-I -86 7, 020. 00 7, 020. 00 7-I -86 6 142 50 6, I42. 50 I38-I46 3. 90 45, 000. 00 45, 000. 00 1-1-87 6, I42. 50 6, 142. 50 7-I -87 5, 265. 00 5, 265. 00 147-155 3. 9� 45, 000. 00 45, 000. 00 1-I -88 5 265. 00 5, 265, 00 7-1 -88 4 387. 50 4, 387. 50 156-1 b4 3. 9� 45, 000. 00 45, 000. 00 1-1 -89 4, 387. 50 4, 387. 50 7-I -89 3, 510. 00 3, 510. 00 165-173 3. 90 45, 000. 00 45, 000. 00 1-1 -90 3, 510. 00 3, 510. 00 7-1 -90 2, 632. 50 2, 632. 50 174-I 82 3. 90 45, 000. 00 45, 000. 00 1-1-91 2, 632. 50 2, 632. 50 7-1 -91 1, 755. 00 1, 755. 00 183-191 3. 90 45, 000. 00 45, 000. 00 1-I -92 1, 755. 00 1, 755. 00 7-I -92 877. 50 877. 50 192-200 3. 90 45, 000. 00 45, 000. 00 1-1 -93 877. 50 877. 50 1 $1 OOO, OOO OO �—O— �l OOO OOO 00 $6$4, 783. 50 $-0- $684, 783. 7_5 General Provisions of Tssue 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. All bands which mature on January I 1982 or thereafter are subject to redemption �call� on January 1, 1974 or any interest payment date thereaft�r in inverse numerical order, at par and accrued interest and premium as followso 1. Tf redeemed prior to January l 1977, premiurr� of 3°jo. 2. If redeemed January I, 1977 or thereafter prior to January 1, 198I p premium of I-I /2%. 3. Tf redeemed January 1 1981 or thereafter, no ,�remium. 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 �he 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 May 5, 1964. 40 Exhibit 30 ill f B ookl n C nter V age o r y e n Funds Age cy COMBINED BALANCE SHEET December 31 1963 Agent For Public Fire Dept. Employees Combined Relief Retirement T otal A s sociation A s sociation ASSETS Cash on hand and in depositories $10, 805 $10, 805 Temporary investments 17, 579 17, 579 Due from other funds 20 20 PERA contributions due from enterprise funds 3, 471 3, 471 Cash with County Treasurer's office 90 32 58 I Taxes receivablec Levied in 1962, collectible in I963 590 188 402 Prior years tax levies 393 193 200 Totals $32, 948 $433 $32, 515 I LIABILITIE� AND FUND BALANCES Due to other funds 5 5 Fund balances (See Exhibit 31) 32, 943 $433 32 5I0 Totals $32, 948 $433 $32, 515 1 (See notes to financial statements) 'I This statement is an integral part of report dated May 5, 1964e �I 41 Exhibit 31 Village of Brooklyn Center Agency Funds COMBINED STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCES Year 1963 Public Fire Depte Employees Combined Relief Retirement Total Association Association Fund Balance, January I, 1963 $3I 466 532 $30, 934 Add: Revenue Real estate and personal property taxes 34, 754 11, 060 23 694 Insurance premium rebate 4, 881 4, 881 Public employees retirement fund contributions from enterprise funds: Liquor stores 1, 283 1, 283 Public utility fund 2, 187 2, 187 Earnings on temporary investments 504 504 Balance and Additions $75, 075 $16, 473 $58, 602 Deduct: Expenditures Payments to principal of agency 42, 119 16, 027 26, 092 Write off-1957 tax Ievy balance 13 13 Total Expenditures $42, 132 $16, 040 $26, 092 Fund Balance December 31, 1963 $32, 943 433 $32, 510 (See notes to financial statements� 1 This statement is an integral part of report dated May 5, 1964. 42 i 1 Exhibit 32 I,' Village of Brooklyn Center Investment Trust Fund BALANCE SHEET December 31, 1963 A5SETS Cash in depositories 34, 426 Accrued interest receivable 5, 800 I Investments: Face Va1ue Discount Cost Basis U. S, government securities $625, 000 1, 513 $623, 487 Brooklyn Center securities 12, 000 12, 000 Construction loans 1963 A Fund 355, 000 355, 000 $992 000 1, 5I3 Total Investments 990 487 Total Assets $1, 030, 713 LIABILITIES Due to contractors (contractors' performance deposits) 6, 464 Due to artici i II at n funds e P P g Special assessment funds $745, 084 Public utilities fund 193 965 Municipal liquor fund 46, 432 Public employees retirement association fund 17, 579 General fund 15, 409 Poor fund 5, 144 Park bond redemption fund 452 �'I' Certificate of indebtedness fund 184 Total Due to Participating Funds (See Exhibit 36) I e 024, 249 Total Liabilities $1, 030, 713 �See notes to financial statements) This statement is an integral part of x°eport dated May 5, 1964. II� 43 Exhib it 3 3 Village of Brooklyn Center Investment Trust Fund STATEMENT OF EARNINGS December 3I, 1963 Interest Income United States government securities 19, 966 Construction loans 12, 214 Certificates of deposit 12, 202 Brooklyn Center securities 875 Temporary loan General Fund 102 Total Interest Income 45, 359 Expenses Audit 303 Net Income Distributed to Participating Funds 45, 056 Explanation The Investment Trust Fund was established during 1956 to provide for the investment of temporary surpluses of cash. Net income of the fund is distributed annually to each of the participating funds on the basis of the average yearly investment maintained by each fund. The net income and the effective rate of return on average investment by participating funds is shown below by years. Rate of Net Year Return Income 1963 3. 18% 45, 056 1962 3e17 61,129 196i 3. 05 55 939 1960 3. 62 57, 908 1959 3. 27 33, 494 1958 2. 62 14, 835 1957 3� 12 9 938 1956 2. 77 1, 832 Total Distributed Earnings Since Inception of Fund $280, 131 (See notes to financial statements} This statement is an integral part of report dated May 5, 1964. 44 Exhibit 34 Village of Brooklyn Center Investment Trust Fund CHANGES IN PARTICIPATING FUND BALANCES Year 1963 Balance Net Fund Income of Balance January 1, Additions 1963 December 31, 1963 (Withdrawals) Distributed 1963 Special Assessment Funds 1958 B 149 432 1, 050 5, 12? 155 609 1955 A 130, 457 725) 4, 395 134, 127 I956 AC 395, 879 275, 900) 9, 260 129, 239 1957 AB 122, 883 I2, 925) 4, 426 114, 384 1956 B 94, 595 38, 600) 3, 226 59, 221 1958 A 50, 908 5, 800 2, 331 59, 039 Bond Fund No. 1 43, 485 3, 600 1, 948 49, 033 i959 AB 299 38, 300 I, 162 39, 761 1963 A -0- 2, 850 15 2, 865 1961 AB 47, 852 47, 852) 1, 056 1, 056 1960 AB 2, 275 2, 275) 750 750 Total Special Assessment Funds $I, 038, 065 ($326, 677) $33 696 745, 084 Public Utilities Fund 183, 162 5, 000 5, 803 193, 965 Municipal Liquor Fund 20, 082 z5, 000 1, 350 46, 432 Public Employees Retirement Fund -0- 17, 075 504 17, 579 General Fund 12 486 -0- 2, 923 15, 40� Poor Fund -0- 5, 000 144 5, I44 Park Bond Redemption Fund 614 614) 452 452 Certificate of Indebtedness Fund 947 947) 184 184 Total All Funds $1, 255, 356 ($276, 163) $45, 056 $I, 024, 249 (See notes to financial statements) This statement is an integral part of report dated May 5, I964. 45 Vlllage of Brooklyn Center Exhibit 35 SUMMARY STATEMENT OF GENERAL FTXED ASSETS December 31, 1963 January 1, Year 19a3 Balance Investment 1963 Acquisitions Disposals Dec. 3I, 19b3 Land and land improvements 3I, 615 7, �03 39, 1 I8 Buildings Osseo Road and 63rd Avenue 100, 589 100, 589 Building 65th and Lyndale 84, 251 783 85, 034 Building Municipal Hall 53 086 1, 620 54, 706 Buildings Other 36, 315 36, 315 Park properties (includes buildings� Northport I05, 725 513 106, 238 Grandview 83, 183 1, 5�9 84, 772 Willow Lane 54, 356 6, 620 60, 976 Bellvue 48, 007 940 48, 947 Garden City 33, 922 3, 456 37, 378 Happy Hollow 32, 385 316 32, 701 Kylawn 26, 366 889 27, 255 Evergreen 24, 098 24, 098 Orchard 15, 270 750 16, 020 South Creek 5, 655 5, 655 Wangstad 63 298 361 Palmer Lake Terrace 3, 745 3, 745 Brooklane 453 453 Undistributed 21, 297 7, 201 28, 498 Equipm ent Street and highway 193, 660 9, 157 5p 929 196, 888 Fire protection 84, 581 1, 728 86, 309 Recreation 22, 616 3, 957 26, 573 Civil defense 10, 452 10 452 Police 12 520 279 12 799 Courts 127 I27 General equipment 62, 729 62, 729 Furniture and fixtures 37, 088 1 673 38, 761 Storm sewer and street projects 2, 914, 786 241p 780 3, I56 5b6 Totals $4, 031 886 $358, 106 5, 929 $4, 384, 063 Source of Tnvestment I,' General indebtedness 578, 091 3 160 574, 93I Ad valorem levies 342, 357 2 769 339, 588 Liquor store revenues and certificates I88 546 $116p 025 304, 571 Contributions received 8, 106 300 8, 406 Special assessment projects (storm sewers and streets� Owners, contractors and Village share 2, 894, 786 84, 601 2, 979, 387 Hennepin County 20, 000 157, 180 177, 180 Totals $4, 031, 886 $358, 106 5 929 $4, 384, 063 �See notes to financial statements� This statement is an integral part of report dated May 5, 1964. 46 Exhibit 36 Village of Brooklyn Center SUMMARY STATEMENT OF GENERAL LONG TERM DEBT AND INTER�ST 1 December 31, 1963 Amount Available And to be Provided 1 Amount available in debt service funds (See Exhibit 13)e Park bond redemption fund 9, 105 Certificate of indebtedness redemption fund 2, 858 State loan 1, 376 I3, 339 On deposit with paying agents 40, 400 Total Amount Available 53, 739 Amount to be provided in future periods: For interest $I�9, 296 For principal 525 833 Total Amount to be Provided 655, 129 Total Amount Available And to be Provided $708, 868 General Debt and Interest to be Paid in Future Periods (Exhibit 37) General debt (principal portion): Park acquisition bonds $355, 000 Certificates of indebtedness 25, 000 State loan certificates 8, 100 Contract payable voting machines 41, 560 Assessments on Village properties (Note 8) 142, 512 Total Genera3. Debt (Principal Portion) $572, 172 Interest payable in future periods, Bonds and certificates $I29, 460 Contracts payable 7, 236 Total Interest Payable in Future Years I36 696 Total General Debt And Interest to be Paid in Future Periods $708, 868 (See notes to financial statements) This statement is an integral part of report dated May 5 1964 47 Exhibit 37 Village of Brooklyn Center SCHEDULE OF GENER.AL LONG TERM DEBT A1VD INTEREST BY MATURITIES December 3I, 1963 General Debt Principal Portion Interest Payable Payment Certificates State Certificates due Total Park of Loan Contracts Assessments Payable Total Park of State Loan Contracts During Principal Bonds Indebtedness Certificates Payable General Parks Interest Bonds Indebtedness Certificates Payable 1964 49, 164. 79 20 000. 00 I3, 000. 00 1, 300. 00 6, 267. 40 1, 360. 90 7, 236. 49 16, 298. 97 I3 578. 75 647. 50 202. 50 1, 870, 22 1965 50, 096. 90 20, 000. 00 12, 000. 00 1, 300. 00 6, 267. 40 3, 292. 00 7, 237. 50 I4, 854. 44 I2, 886. 25 210. 00 I70. 00 1, 588. 19 1966 37 87I. 28 20, 000. 00 I, 300. 00 6, 267. 40 3, 292. 00 7, 011. 88 13, 631. 15 I2, 187. 50 137. 50 1, 306. 15 1967 37, 971. 29 20, 000. 00 1, 400. 00 6, 267. 40 3 292. 00 7, 01I. 89 12, 599. 12 11 470. 00 105. 00 1, 024.12 1968 39 855. 40 20, 000. 00 1, 400. 00 6, 267. 40 3, 292. 00 8, 896. 00 1 I, 542. 09 10, 730. 00 ?0. 00 742. 09 1969 39, g58. 99 20, 000. 00 1, 400. 00 6, 267. 40 3, 295. 59 8, 896, Oo 10, 468. 8I 9, 973. 75 35. 00 460, ob 1970 38, 648. 12 20, 000. 00 2, 461. 00 7, 291. I 2 8, 896 00 9, 371 77 9, 193. 75 I 78. 02 1971 38, 847. 09 20, 000. 00 1, 495. 00 7, 291. 12 10, 060. 97 8 463. 53 8, 396. 25 67. 28 1972 41, 206. 19 20 000. OQ 7, 291. 12 13p 915. 07 7, 598. 75 7, 598. 75 1973 36, 360. 78 20, 000. 00 7 291. 12 9, 069. 66 6, 796. 25 6, 796. 25 1 1974 27, 291. 12 20, 000. 00 7p 291. I2 5, 9g8. 75 5, 988. 75 1975 20, 000. 00 20, 000. 00 5, 175. 00 5, I75. 00 1976 20, 000. QO 20, 000. 00 4, 355. 40 4, 355. 00 1977 20, 000. 00 20, 000. 00 3, 535. 00 3, 535. 00 I, 1978 20, 000. 00 20, 000. 00 2, 7I5. 00 2, 715. 00 1979 20, 000. 00 20, 000. 00 l 895. 0o i, 895, o0 1980 20, 000. 00 20, 000. 00 1, 075. 00 I, 075. 00 I, 1981 15, 000. 00 I5, 000. 00 332. 50 332. 50 Totals $572, 171. 95 $355, 000. 00 25, 000. 00 8, 100, 00 $41, 560. 40 �54, 280. 09 $88, 231, 46 $136 696 I3 $I27, 882, 50 857. 50 720. 00 7, 236. I3 �See notes to financial statements� This statement is an integral part of report dated May 5, 1964. 48 Village of Brooklyn Center NOTES TO FINANCIAL STATEMENTS Year -1963 Note 1: The "Combined Balance Sheet-Al1 Funds and Groups (Condensed Form) Exhibit 1, is presented as an information statement only. The reader is cautioned that the figures as shown under the "Combined Total" column represent a combining of unlike purpose groups (funds) and cannot be construed as indicative of the over-all financial position of the Village. The financial position and operations of each fund should be ascertai.ned by reference to the individual. exhi.bits as sub- mitted for that £und within this report. i Note 2: (General Fund) Certificates of Indebtedness issued prior to 1Q62 were all retired by January 1, 1963. As of January 1, 1963, the surplus relating to these retired certificates totalled $6, 833. 23. During 1963 the portion of this surplus represen�ed by cash �$6, 500) was transferred from the debt service fund (Certificate of Indebtedness Fund) to the general fund at the direction of the Village Council. Note 3: (Special Assessment Funds) Assessments written off ($26, 141. 14) include an amount o£ $24, 511. 22 cancelled from the rolls of the 1958 A fund. The amount represents assessments against property owned by the State of Minnesota for highway purposes and the write-off of these assessments was authorized and directed by the Village Council after determination that the amount was not collectible from the State. Note 4: (Special Assessment Funds) During the year, appropriations and related appx°opriation expenditures for certain projects were transferred from the 1961 AB Fund to the 1963 B Fund. The financing for these transferred projects is arranged through the 1963 Fund and the transfer was necessary so as to combine the activities of project construction, financing, and assessments to property owners in the same fund entity. Note 5: (Municipal Liquor Fund) The resolution directing and authox°izing the issuance of revenue certificates contains certain restrictive covenants which were enacted for the benefit and protection of certificate holders. Paragraph 5c provides that at least quarterly the followin g year's principal and interest requirements be segregated and set 1 aside in cash for benefit of certificate holdersa As of December 31, 1963 cash in the amount of $15, 623. 75 (representing interest and principal falling due on January 1, 1964) had been transferred to the paying agent. 49 Village of Brooklyn Center NOTES TO FINANCIAL STATEMENTS Year 1963 Note 5: (Municipal Liquor Fund) (Cont'd) Paragraph 5d requires a restriction of surplus egual to the next ensuing year's principal and interest requirement. As of December 31, 1963 restricted surplus totalled $I7, 727. 50. ($13, 000 principal due January 1, 1965 and interest for the year I964 in the amount of $4, 727. 50), Note 6: (Municipal Liquor Fund) Store #1 (Lyndale Avenue Store) and Store #2 (Osseo Road Store) are located on Village owned-properties. Store #3 is located in the Brookdale shopping center and the premises are occupied pursuant to terms of a five year lease which expires on February 28, 1967. The rental for store and warehouse £acilities is fixed at $666. 67 per monthe The rental for parking and mall 1 facilities is based upon a proportionate share of the maintenance and upkeep expenditures made by the landlord and is adjustable yearly. Note 7: (Public Utilities Fundj Public Utilities Revenue bonds in the principal amount of $I, 000, 000 were issued during the current year, for the purpose of providing money to construct an addition to the water works system of the Village. The bonds and related interest are payable solel from the Y Public Utilities Fund and are not considered a general obligati.on indebtedness of the Village. A schedule of debt and interest maturities is shown at Exhibit 29 of this report, Paragraph 8 of the resolution providing for the issuance of these bonds defines accounting requirements and designates that within the Public Utilities Fund five separate accounts are to be maintained as followsa 1. Construction Account -"To the Construction Account shall be credited all proceeds from the sale of bonds issued hereunder and any other funds heretofore or hereafter appropriated to such Construction Account by the village council, except that there shall be deducted from the bond proceeds any premium and accrued interest paid on the sale of bondse The moneys in such account shall be used to construct an addition to the 1 waterworks plant and system". 50 I Village of Brooklyn Center NOTES TO FINANCIAL STATEMENTS Year 1963 Note 7: (Public Utilities Fundj (Cont'd) 2. Operation Account -"To the Operation and Mai.ntenance Account there shall be credited, as a first lien and charge on the gross revenues, such sum as shall be needed, over and above any credit balance then held therein, to pay all claims then due and allowed which by accepted accounting practices constitute normal, reasonable and current expenses of operation and maintenance of the utility, and to pay such expenses estimated to accx°ue for a peri.od of one month, and to maintain a reasonable reserve for contingencies. Moneys in �aid account shall be used only to pay expenses of the foregoing type and not for major repairs, replacements or capital improvements which are properly chargeable to replacernent and depreciation reserves or surplus funds. The net revenues of the utilities, which are herein pledged and appropriated to the extent required for the payment of the bonds herein authorized and interest thereon, are hereby defined as the aggregate of all sums on hand in the Public Utilities Fund i�i excess of the current requirements of the Operation and Maintenance Account as herein set forth". 3. Reverxue Bond Account -�'To the R.evenue Bond Account there shall be credited, out of the net xevenues on hand at the ti.me of each three-month distributi.on, an amount equal to not le s s than one -foux°th of the sum of the principal and interest payments to become due upon all outstanding bonds which are payable from said account within the next succeeding period of twelve months. If the net revenues on hand at any time are insufficient to permit the transfer to said account of the full amount so required, such deficiency shall be x°estored out of the next net revenues thereafter received. There shall also be credited to said account the premium and accrued interest, if any, paid on each issue of revenue bonds payable from said account. The moneys in said account shall be used only for the purpose of paying the princip�.l and interest, as such principal and interest respectively become due, on revenue bonds which are issued and made payable therefrom, as a first lien and charge on the net revenues. All moneys pertaining to said Revenue Bond Account shall be deposited as received in a special bank deposit account, separate j� from all other funds of the village". 51 Village of Brooklyn Csnter t NOTES TO FINANCIAL STATEMENTS Year 1963 Note 7: (Public Utilities Fund) (Cont'd) 4e Reserve Account -"To the Reserve Account there is hereby credited the sum of $75, 000 from net revenues of the public utilities systems which are on hand and available for such purpose. It is the intention to establish and maintain in said account a reserve at aII times at least equal to the average of the annual principal and interest payments thereafter required to be made from the Revenue Bond Account, and in the event that such average annual principal and interest requirexnents shall exceed $?5 000 by reason of the authorization of any issue of bonds payable from the Revenue Bond Account, additional net revenues shall be transferred to the Reserve Account quarterly in amounts sufficient to increase th.e balance therein to the amount so required within three years from and after the issuance of such bonds. Moneys in the Reserve Account shall be used only for the payment of maturing principal and interest on bonds primarily payable from the Revenue Bond Account, when and as the moneys i.n the Revenue Bond Account ax°e insufficient therefor, and whenever so used shall be restored out of the next net revenues thereafter received. All moneys pertaining to the Reserve Account shall be deposited as received in a special bank deposit account, separate from all other funds of the village, provided that such moneys may be invested, in the discretion of th.e village council, but only in general obligations of the United States governm ent" e 5. Surplus Account -"All surplus net revenues in excess of the current requirements of the Revenue Bond Account and Reserve Account, shall be credited to the Surplus Account, provided that the village reserves the right to create additional accounts vvithi.n the Public Utilities Fund for the purpose of segregating any of such surplus net revenues which may be pledged and appropriated to the payment of any obligations hereafter issued to finance improvements, replacements or repairs of said utilities, other than bonds made payable from the Revenue Bond Account, and subject to the prior lien on the net revenues of the bonds payable from that account. Sux°plus net revenues on hand from time to time shall be available and shall be used to the full extent necessary to restore any deficiency in the .Operation and Maintenance Account, the Revenue Bond Account and the Reserve Account, but when not so 52 Village of Brooklyn Center NOTES TO FINANCIAL STATEMENTS Year 1963 Note 7: (Public Utilities Fund) (Cont'd) 5. Surplus Account, Cont'd needed may be used to pay for capital improvements, replacements or repairs of the watex° utility, or to pay principal and interest on obligations hereafter issued for such purposes, other than bonds payable from the Revenue Bond Account, or may be used to redeem and pay prior to maturity, bonds payable from the Revenue Bond Account, when and as such bonds become redeemable according to their tex°ms. Moneys in the Surplus Account determined by the village council to be 1 in excess of the immediate requirements of said account for the repair, enlargement, alteration, improvement or extension of the utility may be invested in 1 accordance with the provisions of Chapter 475. 66 Minnesota Statutes"o 1 Pursuant to paragraph l0e of the resolution, an analysis of each account appears below: Construction Account Proceeds of bond sales $1, 000, 000 Earnings provided by temporary investment of construction monies 13, 506 $1, 013, 506 Construction expenditure s paid for 220, 451) Account Balance 793, 055 Revenue Bond Account Cash on deposit with paying agent to meet coupons maturing 1-1 -64 19, 294 Accumulated amounts set aside to meet 1964 requirements fox interest and principal: Cash in bank 9, 59� Certi.ficate of deposit 28, 941 Account receivable 4� Accrued revenue receivable 188 38, 775 Account Balance 58, 069 53 Villa�e of Brooklyn Center NOTES TO FINANCIAL STATEMENTS Year 1963 Note 7: (Public Utilities Fund) (Cont'd) Reserve Account I Face value of government securities 75, 000 I Unamortized premium paid on purchase of securities I, 977 Accrued interest receivable I, 205 Account Balance 78, 182 An analysis of restricted surplus appears belowe Construction Revenue Reserve Total Account Account Account Assets Restricted Dec. 31, 1963 $929, 306 $793, 055 $58, 069 $78 182 Less: A. Matured liabilities payable from restricted funds I80, 007} I60, 7I3� 19, 294) B. Monies derived from borrowing (bond issues) 618, 836) 618, 836) Restricted Surplus Dec, 31, 1g63 $130, 463 13, 506 $38, 775 $78 182 Reauired Per Resolution Authorizin� Bonds 127, 094 13 506 38, 588 75, 000 Excess 3 369 187 3, I82 The ex�ess of actual restricted asset account balances over the required amounts as set forth by the resolution authorizing the bond issue is represented by accrued interest receivable and premiums paid on investments purchased. Future transfers to restricted asset accounts will take the realization of these receivables and the amortization of premiums into account. Note 8: (Summary Statement of General Long Term Debt and Interest) Special assessments relating to improvements benefiting Vi.11age owned properties total $142, 511. 55 as of December 3I, 1963. The payments for these improvements, (with no interest) has been scheduled over a period extending 54 Village of Brooklyn Center NOTES TO FINANCIAL STATEMENTS Year 1963 Note 8: (Summary Statement of General Long Term Debt and Interest) (Cont'd) through 1974. These assessments are the obligation of the park board fund and the general fund and payment is planned under general budget procedures whereby required installments will be appropriated as they become due. Note 9: The firm of Lindquist, Magnuson and Glennon, attorneys for the Village, has advised that as of May 18, 1964 there were no contingent liabilities or pending lawsuits in which the Village was involved. i 55