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HomeMy WebLinkAboutNonmajor - Special Revenue Fds - CAFR 09Nonmajor Governmental Funds Special Revenue Funds Special revenue funds are used to account for specific revenues and the related expenditures which are legally required to be accounted for in a separate fund. State Gasoline Tax Fund — To account for the revenues and expenditures of the City's proportionate share of gas tax moneys collected by the State of California, which are used for street construction and maintenance and park maintenance. Proposition A Fund — To account for financial transactions in accordance with Proposition A Local Transit Assistance Act regulations. Proposition C Fund — To account for financial transactions in accordance with Proposition C regulations Community Development Block Grant Fund — To account for the revenues and expenditures of approved Federal Housing and Community Development Act projects. Senior Nutrition Fund — To account for the operations of the Senior Nutrition program administered by the Recreation and Family Services Department. Public Benefit Program Fund — To account for the revenues and expenditures of the City's Public Benefit Program in accordance with the State of California AB 1890. Air Quality Improvement Fund — To account for moneys received from AQMD, which are used to improve air quality. Grants and Seizures Fund — To account for money received from private grants and police seizures. Supplemental Law Enforcement Fund — To account for grant moneys received for local law enforcement activities. Fire Safety Fund — To account for moneys received and expended for fire services. Monrovia Nursery Fund — To account for moneys collected from developers for the purpose of making traffic and structural improvements. Employee Benefits Fund — To account for payments made for retired employee health benefits. Utility Mitigation — To account for monies received from the transfer from Light and Water as authorized by City Council Highway 39 — Segregated to account for monies specifically related to "Highway 39". LACMTA — To account for received from the Los Angeles County Metropolitan Transportation Authority. Low and Moderate Income Housing Fund — To account for moneys received and expended to assist low and moderate income households. m Nonmajor Governmental Funds (Continued) CAPITAL PROJECTS FUNDS Capital projects funds are used to account for the acquisition or construction of major capital items not financed by proprietary funds and trust funds. Park In -Lieu Fund — To account for moneys collected from developers for the purpose of acquiring or improving park or recreational land or facilities. Capital Projects Fund — To account for all capital projects not being accounted for in other capital projects funds. Public Works Endowment Fund — To account for Public Works improvement projects for facility upgrades. DEBT SERVICE FUNDS Debt service funds are used to account for tax increment revenues, bond proceeds required to be set aside for future debt service, and related interest income. The funds are used to repay principal and interest on indebtedness of the City, Redevelopment Agency and Public Financing Authority. Public Financing Authority Fund — To account for payments of principal and interest for the 2003 Refunding Certificates of Participation, which were used to current refund the outstanding 1994 Certificates of Participation. 70 THIS PAGE INTENTIONALLY LEFT BLANK 71 CITY OF AZUSA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS JUNE 30, 2009 Assets: Pooled cash and investments Receivables: Accounts Taxes Notes and loans Accrued interest Prepaid costs Deposits Due from other funds Land held for resale Restricted assets: Cash and investments Cash and investments with fiscal agents Total Assets Liabilities and Fund Balances: Liabilities: Accounts payable Accrued liabilities Deferred revenues Due to other funds Advances from other funds Total Liabilities Fund Balances: Reserved: Reserved for prepaid costs Reserved for land held for resale Reserved for notes and loans Reserved for deposits Unreserved: Designated for capital projects Designated for low and moderate housing Undesignated Total Fund Balances Special Revenue Funds Community State Gasoline Proposition Development Tax A Proposition C Block Grant $ 2,015,996 $ 1,646,203 $ 1,709,045 $ 3,500 29,539 6,166 12,386 162,785 - _ - 510 510 351,687 3,519 4,651 4,996 _ 910 $ 2,185,800 $ 1,680,903 $ 1,721,627 $ 364.073 $ 25,975 $ 9,489 $ 20,520 $ 470 30,898 21,146 9,164 2,939 - - - 351,687 8,977 56,873 30,635 29,684 364,073 510 510 - - 910 2,128,927 - 1,450,000 - - 1,649,758 240,523 _ 2,128,927 1,650,268 1,691,943 - Total Liabilities and Fund Balances $ 2,185,800 $ 1,680,903 $ 1,721,627 $ 364,073 72 CITY OF AZUSA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS JUNE 30, 2009 (Continued) Special Revenue Funds Public Senior Benefit Air Quality Grants and Nutrition _ Program Improvement Seizure Assets: Pooled cash and investments $ - $ 2,186,324 $ 135,386 $ 1,258,912 Receivables: Accounts 64,875 42,047 16,655 42,427 Taxes Notes and loans 916 - _ Accrued interest - 5,847 350 _ Prepaid costs - - - 1,241 Deposits _ Due from other funds _ _ Land held for resale _ Restricted assets: Cash and investments _ Cash and investments with fiscal agents _ _ Total Assets $ 65,791 $ 2,234,218 $ 152,391 $ 1,302,580 Liabilities and Fund Balances Liabilities: Accounts payable $ 8,787 $ 60,190 $ - $ 11,060 Accrued liabilities 6,159 3,440 - 6,150 Deferred revenues _ Due to other funds 50,845 Advances from other funds - Total Liabilities 65,791 63,630 - 17,210 Fund Balances: Reserved: Reserved for prepaid costs - - - 1,241 Reserved for land held for resale _ _ _ Reservedfornotes and loans 916 - Reserved for deposits _ Unreserved: Designated for capital projects Designated for low and moderate housing - _ _ - Undesignated _ (916) 2,170,588 152,391 1,284,129 Total Fund Balances - 2,170,588 152,391 1,285,370 Total Liabilities and Fund Balances $ 65,791 $ 2,234,218 $ 152,391 $ 1,302,580 73 CITY OF AZUSA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS JUNE 30, 2009 Special Revenue Funds Supplemental Law Monrovia Employee Enforcement Fire Safety Nursery Benefits Assets: Pooled cash and investments $ 21,592 $ - $ 2,447,342 $ _ Receivables: Accounts _ _ Taxes 25,000 - 111,829 _ Notes and loans _ Accrued interest _ - 6,992 _ Prepaid costs _ Deposits _ _ Due from other funds - - 3,187,348 _ Land held for resale _ Restricted assets: Cash and investments _ _ Cash and investments with fiscal agents - _ _ Total Assets $ 46,592 $ $ 5,753,511 $ Liabilities and Fund Balances Liabilities: Accounts payable $ 8 $ - $ 30,935 $ _ Accrued liabilities _ _ 1,478 Deferred revenues 22,373 _ _ Due to other funds _ Advances from other funds Total Liabilities 22,381 - 32,413 Fund Balances: Reserved: Reserved for prepaid costs - Reserved for land held for resale _ Reserved for notes and loans _ Reserved for deposits _ Unreserved: Designated for capital projects _ Designated for low and moderate housing _ _ _ _ Undesignated 24,211 - 5,721,098 - Total Fund Balances 24,211 - 5,721,098 - Total Liabilities and Fund Balances $ 46,592 $ - $ 5,753,511 $ - 74 CITY OF AZUSA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS JUNE 30, 2009 (Continued) Special Revenue Funds Low/Mod Utility Income Mitigation Highway 39 LACMTA Housing Assets: Pooled cash and investments $ 245,499 $ 1,246,524 $ 931,225 $ 1,169,646 Receivables: Accounts _ _ 2 Taxes - Notes and loans - - - 1,146,450 Accrued interest - 3,426 2,559 6,222 Prepaid costs _ _ _ Deposits _ _ _ _ Due from other funds _ _ 345 Land held for resale _ - - 7,053,82,882 Restricted assets: Cash and investments _ _ Cash and investments with fiscal agents - - - 4,634,615 Total Assets $ 245,499 $ 1,249,950 $ 933,784 $ 14,101,162 Liabilities and Fund Balances Liabilities: Accounts payable $ 2,648 $ - $ - $ 687,658 Accrued liabilities _ Deferred revenues _ 450 Due to other funds - _ 1,132, 1642 836,200 Advances from other funds _ , - 00 Total Liabilities 2,648 - 2,802,950 Fund Balances: Reserved: Reserved for prepaid costs - _ _ Reserved for land held for resale - - - 7,053,882 Reserved for notes and loans - _ _ Reserved for deposits _ _ _ Unreserved: Designated for capital projects _ _ _ Designated for low and moderate housing - - - 10,146,270 Undesignated 242,851 1,249,950 933,784 (5,901,940) Total Fund Balances 242,851 1,249,950 933,784 11,298,212 Total Liabilities and Fund Balances $ 245,499 $ 1,249,950 $ 933,784 $ 14,101,162 75 CITY OF AZUSA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS JUNE 30. 2009 Debt Capital Projects Fund Service Fund Public Capital Public Works Financing Park in -lieu Projects Endowment Authority Assets: Pooled cash and investments $ 5,868 $ 653,510 $ 1,443,629 $ _ Receivables: Accounts - - 147,000 _ Taxes Notes and loans _ _ Accrued interest 14 - 4,353 19_ Prepaid costs _ Deposits Due from other funds Land held for resale _ _ Restricted assets: Cash and investments - 30,820 _ _ Cash and investments with fiscal agents - - - 482,896 Total Assets $ 5,882 $ 684,330 $ 1,594,982 $ 482,915 Liabilities and Fund Balances: Liabilities: Accounts payable $ - $ - $ 67,644 $ _ Accrued liabilities Deferred revenues - - 147,000 _ Due to other funds Advances from other funds - 750,000 Total Liabilities - 750,000 214,644 Fund Balances: Reserved: Reserved for prepaid costs - _ Reserved for land held for resale - _ Reserved for notes and loans _ _ Reserved for deposits - _ Unreserved: Designated for capital projects _ _ Designated for low and moderate housing - _ _ _ Undesignated 5,882 (65,670) 1,380,338 482,915 Total Fund Balances 5,882 (65,670) 1,380,338 482,915 Total Liabilities and Fund Balances $ 5,882 $ 684,330 $ 1,594,982 $ 482,915 IT•7 CITY OF AZUSA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS JUNE 30, 2009 Total Governmental Assets: Funds Pooled cash and investments $ 17,116,701 Receivables: Accounts 597 Taxes 299,614 Notes and loans ,5 1 500,073 Accrued interest 42,94 42,8 Prepaid costs 1,241 Deposits 910 Due from other funds 693 ,,82 Land held for resale 7,05353,882 Restricted assets: Cash and investments 30,820 Cash and investments with fiscal agents 5,117,511 Total Assets $ 34,805,990 Liabilities and Fund Balances Liabilities: Accounts payable $ 925,384 Accrued liabilities 81,374 Deferred revenues 1,667,510 Due to other funds 192,464 Advances from other funds 1,586,200 Total Liabilities 4,452,932 Fund Balances: Reserved: Reserved for prepaid costs 1,241 Reserved for land held for resale 7,053,882 Reserved for notes and loans 1,936 Reserved for deposits 910 Unreserved: Designated for capital projects 3,578,927 Designated for low and moderate housing 10,146,270 Undesignated 9,569,892 Total Fund Balances 30,353,058 Total Liabilities and Fund Balances $ 34,805,990 77 CITY OF AZUSA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2009 Special Revenue Funds Community State Development Gasoline Tax Proposition A - Proposition C Block Grant Revenues: Taxes $ - $ 701,594 $ 582,626 $ - Intergovernmental 2,690,603 97,484 547,932 Charges for services - 21,310 99,597 Use of money and property 56,210 64,236 68,257 Contributions Miscellaneous 3,505 - 14,457 Total Revenues 2,750,318 884,624 750,480 562,389 Expenditures: Current: General government Public safety Community development _ _ _ 282,495 Parks and recreation 57,483 - _ Public works 1,105,787 855,228 618,551 _ Capital outlay 498,314 6,073 62,046 _ Debt service: Principal retirement - - - 275,000 Interest and fiscal charges - 8,016 Total Expenditures 1,661,584 861,301 680,597 565,511 Excess (Deficiency) of Revenues Over(Under)Expenditures 1,088,734 23,323 69,883 (3,122) Other Financing Sources (Uses): Transfers in _ Transfers out _ Total Other Financing Sources (Uses) Net Change in Fund Balances 1,088,734 23,323 69,883 (3,122) Fund Balances, Beginning of Year 151,115 1,626,945 1,622,060 3,122 Restatements 889,078 - _ _ Fund Balances, Beginning of Year, as Restated 1.040,193 1,626,945 1,622,060 3,122 Fund Balances, End of Year $ 2,128,927 $ 1,650,268 $ 1,691,943 $ 78 CITY OF AZUSA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2009 (Continued) Revenues: Taxes Intergovernmental Charges for services Use of money and property Contributions Miscellaneous Total Revenues Expenditures: Current: General government Public safety Community development Parks and recreation Public works Capital outlay Debt service: Principal retirement Interest and fiscal charges Total Expenditures Excess (Deficiency) of Revenues Over (Under) Expenditures Other Financing Sources (Uses): Transfers in Transfers out Total Other Financing Sources (Uses) Net Change in Fund Balances Fund Balances, Beginning of Year Restatements Fund Balances, Beginning of Year, as Restated Fund Balances, End of Year Special Revenue Funds Senior Public Benefit Air Quality Grants and Nutrition Program Improvement Seizure 125,532 - 56,737 810,546 - 661,115 23,940 14,458 - 77,033 4,496 19,750 86,042 - - 6,248 - 26 11,240 211,574 738,174 85,173 862,242 111,366 - 136,430 - - 129,652 - 265,131 _ _ 303,392 - - 52,835 58,438 20,252 - 111,912 303,392 376,497 58,438 451,081 (91,818) 361,677 26,735 411,161 91,818 - 1,487 _ - (150,000) 91,818 - 1,487 (150,000) - 361,677 28,222 261,161 1,808,911 124,169 1,026,138 - - - (1,929) - 1,808,911 124,169 1,024,209 $ $ 2,170,588 $ 152,391 $ 1,285,370 79 CITY OF AZUSA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2009 Special Revenue Funds Supplemental Law Monrovia Employee Enforcement Fire Safety Nurser_ Benefits Revenues: Taxes $ _ $ $ _ $ Intergovernmental 77,627 _ _ _ Charges for services - 45,871 560,602 Use of money and property 158 - 281,034 _ Contributions _ _ Miscellaneous - 46,800 - Total Revenues 77,785 45,871 888,436 - Expenditures Current: General government - - 33,171 Public safety 60,355 3,752,065 _ Community development _ _ Parks and recreation _ _ Public works - - 334,037 - Capital outlay - - 150,976 _ Debt service: Principal retirement _ _ _ Interest and fiscal charges _ Total Expenditures 60,355 3,752,065 485,013 33,171 Excess (Deficiency) of Revenues Over (Under) Expenditures 17,430 (3,706,194) 403,423 (33,171) Other Financing Sources (Uses): Transfers in - 3,706,194 - 33,171 Transfers out _ _ Total Other Financing Sources (Uses) - 3,706,194 - 33,171 Net Change in Fund Balances 17,430 403,423 - Fund Balances, Beginning of Year 6,781 - 5,317,675 - Restatements _ Fund Balances, Beginning of Year, as Restated 6,781 5,317,675 - Fund Balances, End of Year $ 24,211 $ $ 5,721,098 $ - all CITY OF AZUSA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2009 (Continued) Special Revenue Funds Low/Mod Utility Income Mitigation Highway39 LACMTA Housing Revenues: Taxes $ _ $ _ $ _ $ Intergovernmental - - 915,467 _ Charges for services _ _ _ Use of money and property (20,195) 50,249 18,317 175,882 Contributions Miscellaneous - - 250 Total Revenues (20,195) 50,249 933,784 176,132 Expenditures: Current: General government _ _ 1,227,a52 Public safety - _ Community development _ Parks and recreation _ _ Public works 401 - _ Capital outlay 1,006,564 - - 11,921 Debt service: Principal retirement _ - Interest and fiscal charges - - 55,811 Total Expenditures 1,006,965 - 1,295,584 Excess (Deficiency) of Revenues Over (Under) Expenditures (1,027,160) 50,249 933,784 (1,119,452) Other Financing Sources (Uses): Transfers in 1,223,986 - - 11,346,870 Transfers out _ (724,720) Total Other Financing Sources (Uses) 1,223,986 - 10,622,150 Net Change in Fund Balances 196,826 50,249 933,784 9,502,698 Fund Balances, Beginning of Year 935,103 1,199,701 - 1,795,514 Restatements (889,078) _ _ - Fund Balances, Beginning of Year, as Restated 46,025 1,199,701 - 1,795,514 Fund Balances, End of Year $ 242,851 $ 1,249,950 $ 933,784 $ 11,298,212 81 CITY OF AZUSA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2009 Debt Capital Projects Fund Service Fund Public Public Capital Works Financing Revenues: Park in -lieu Projects Endowment -Authority Taxes $ _ $ _ $ $ Intergovernmental 3,750 333,151 Charges for services - _ _ Use of money and property 380 106 72,869 7,021 Contributions Miscellaneous - - 5,302 5,650 Total Revenues 4,130 333,257 78,171 12,671 Expenditures: Current: General government - - - 8,400 Public safety Community development _ _ Parks and recreation 3,700 29,300 - _ Public works - 2,601 _ Capital outlay 34,959 4,269 925,666 - Debt service: Principal retirement - - - 215,000 Interest and fiscal charges - - 145,749 Total Expenditures 38,659 33,569 928,267 369,149 Excess (Deficiency) of Revenues Over (Under) Expenditures (34,529) 299,688 (850,096) _ (356,478) Other Financing Sources (Uses): Transfers in - 20,790 337,149 Transfers out (19,760) - Total Other Financing Sources (Uses) 1,030 337,149 Net Change in Fund Balances (34,529) 299,688 (849,066) (19,329) Fund Balances, Beginning of Year 40,411 (365,358) 2,229,404 502,244 Restatements Fund Balances, Beginning of Year, as Restated 40,411 (365,358) 2,229,404 502,244 Fund Balances, End of Year $ 51882 $ (65,670) $ 1,380,338 $ 482,915 82 CITY OF AZUSA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2009 Total Governmental Revenues: Funds Taxes $ 1,284,220 Intergovernmental 5,658,829 Charges for services 1,426,893 Use of money and property 875,803 Contributions 92,290 Miscellaneous 87,230 Total Revenues 9,425,285 Expenditures: Current: General government 1,517,219 Public safety 3,942,072 Community development 547,626 Parks and recreation 446710 Public works 995,295 2,, Capital outlay 2,81212,700 00 Debt service: Principal retirement 490,000 Interest and fiscal charges 209,576 Total Expenditures 12,961,198 Excess (Deficiency) of Revenues Over (Under) Expenditures (3,535,933) Other Financing Sources (Uses): Transfers in 65 16(89 Transfers out ,4894,480) Total Other Financing Sources (Uses) 15,866,985 Net Change in Fund Balances 12,331,052 Fund Balances, Beginning of Year 18,023,935 Restatements (1,929) Fund Balances, Beginning of Year, as Restated 18,022,006 Fund Balances, End of Year $ 30,353,058 83 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE STATE GASOLINE TAX YEAR ENDED JUNE 30. 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Intergovernmental Use of money and property Miscellaneous Amounts Available for Appropriation Charges to Appropriation (Outflow): Parks and recreation Public works Capital outlay Total Charges to Appropriations Budgetary Fund Balance, June 30 l Variance with Final Budget Budget Amounts Actual Positive _ Original Final Amounts (Negative) $1,040,193 $ 1,040,193 $ 1,040,193 $ - 1,434,235 2,891,453 2,690,603 (200,850) 120,000 120,000 56,210 (63,790) - 3,505 3,505 2,594,428 4,051,646 3,790,511 (261,135) 59,000 59,000 57,483 1,517 1,334,605 1,344,646 1,105,787 238,859 996,735 498,314 498,421 1,393,605 2,400,381 1,661,584 738,797 $ 1,200,823 $ 1,651,265 $ 2,128,927 $ 477,662 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE PROPOSITION A YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Taxes Intergovernmental Charges for services Use of money and property Amounts Available for Appropriation Charges to Appropriation (Outflow): Public works Capital outlay Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget BudgetAmounts Actual Positive Original Final Amounts (Negative) $1,626,945 $ 1,626,945 $ 1,626,945 $ - 775,000 1,164,187 701,594 (462,593) 95,000 95,000 97,484 2,484 23,000 23,000 21,310 (1,690) 40,000 40,000 64,236 24,236 2,559,945 2,949,132 2,511,569 (437,563) 952,105 916,900 855,228 61,672 - 6,100 6,073 27 952,105 923,000 861,301 61,699 $ 1,607,840 $ 2,026,132 $ 1,650,268 85 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE PROPOSITION C YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Taxes Charges for services Use of money and property Miscellaneous Amounts Available for Appropriation Charges to Appropriation (Outflow): Public works Capital outlay Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) $ 1,622,060 $ 1,622,060 $ 1,622,060 $ - 670,000 826,668 582,626 (244,042) 150,000 150,000 99,597 (50,403) 30,000 30,000 68,257 38,257 1,000 1,000 - (1,000) 2,473,060 2,629,728 2,372,540 (257,188) 709,680 781,425 618,551 162,874 530,771 62,046 468,725 709,680 1,312,196 680,597 631,599 $ 1,763,380 $ 1,317,532 $ 1,691,943 $ 374,411 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE COMMUNITY DEVELOPMENT BLOCK GRANT YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Intergovernmental Miscellaneous Amounts Available for Appropriation Charges to Appropriation (Outflow): Community development Capital outlay Debt service: Principal retirement Interest and fiscal charges Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget _ Budget Amounts Actual Positive Original Final Amounts (Negative) $ 3,122 $ 3,122 $ 3,122 $ 679,935 679,935 547,932 (132,003) 14,457 14,457 683,057 697,514 565,511 (132,003) 264,915 281,917 282,495 (578) - 247,229 - 247,229 275,000 275,000 275,000 - 8,020 8,020 8,016 4 547,935 812,166 565,511 246,655 $ 135,122 $ (114,652) $ $ 114,652 87 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE SENIOR NUTRITION YEAR ENDED JUNE 30, 2009 Variance with Final Budget _ Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 $ _ $ _ $ _ $ Resources (Inflows): Intergovernmental 111,805 111,805 125,532 13,727 Contributions 93,000 99,400 86,042 (13,358) Transfers in 76,365 76,365 91,818 15,453 Amounts Available for Appropriation 281,170 287,570 303,392 15,822 Charges to Appropriation (Outflow): Parks and recreation 281,170 312,360 303,392 8,968 Total Charges to Appropriations 281,170 312,360 303,392 8,968 Budgetary Fund Balance, June 30 $ $ (24,790) $ $ 24,790 m CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE PUBLIC BENEFIT PROGRAM YEAR ENDED JUNE 30, 2009 Variance with Final Budget BudgetAmounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 $ 1,808,911 $ 1,808,911 $ 1,808,911 $ - Resources (Inflows): Charges for services 775,000 775,000 661,115 (113,885) Use of money and property 50,000 50,000 77,033 27,033 Miscellaneous - - 26 26 Amounts Available for Appropriation 2,633,911 2,633,911 2,547,085 (86,826) Charges to Appropriation (Outflow): General government 169,720 201,930 111,366 90,564 Community development 734,000 704,000 265,131 438,869 Total Charges to Appropriations 903,720 905,930 376,497 529,433 Budgetary Fund Balance, June 30 $ 1,730,191 $ 1,727,981 $ 2,170,588 $ 442,607 rti'] CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE AIR QUALITY IMPROVEMENT YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Intergovernmental Charges for services Use of money and property Transfers in Amounts Available for Appropriation Charges to Appropriation (Outflow): Public works Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) $ 124,169 $ 124,169 0 124,169 $ - 50,000 50,000 56,737 6,737 45,000 45,000 23,940 (21,060) 5,000 5,000 4,496 (504) 1,500 1,487 (13) 224,169 225,669 210,829 (14,840) 85,505 109,155 58,438 50,717 85,505 109,155 58,438 50,717 $ 138,664 $ 116,514 $ 152,391 $ 35,877 nil CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE GRANTS AND SEIZURE YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Intergovernmental Charges for services Use of money and property Contributions Miscellaneous Amounts Available for Appropriation Charges to Appropriation (Outflow): General government Public safety Parks and recreation Public works Capital outlay Transfers out Total Charges to Appropriations Variance with Final Budget BudgetAmounts Actual Positive Original Final Amounts (Negative) $ 1,024,209 $ 1,024,209 $ 1,024,209 $ - 318,100 27,000 6,110 5,000 1,380,419 175,045 154,025 69,500 25,600 84,020 150,000 658,190 623,419 810,546 187,127 27,000 14,458 (12,542) 11,710 19,750 8,040 5,897 6,248 351 9,200 11,240 2,040 1,701,435 1, 886,451 185,016 197,140 136,430 60,710 244,518 129,652 114,866 86,786 52,835 33,951 25,600 20,252 5,348 247,932 111,912 136,020 150,000 150,000 95i,976 601,081 _ 350,895 Budgetary Fund Balance, June 30 $ 722,229 $ 749,459 $ 1,285,370 $ 535,911 91 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE SUPPLEMENTAL LAW ENFORCEMENT YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Intergovernmental Use of money and property Amounts Available for Appropriation Charges to Appropriation (Outflow): Public safety Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget _ BudgetAmounts Actual Positive Original Final Amounts (Negative) $ 6,781 $ 6,781 $ 61781 $ - 100,000 100,000 77,627 (22,373) 2,000 2,000 158 (1,842) 108,781 108,781 84,566 _ (24,215) 105,845 107,745 60,355 47,390 105,845 107,745 60,355 47,390 $ 2,936 $ 1,036 $ 24,211 $ 23,175 -39 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE FIRE SAFETY YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Charges for services Transfers in Amounts Available for Appropriation Charges to Appropriation (Outflow): Public safety Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) 25,000 38,000 45,871 7871 3,767,275 3,767,275 3,706,194 (61,081) 3,792,275 3,805,275 3,752,065 (53,210) 3,792,275 3,792,275 3.752,065 40,210 3,792,275 3,792,275 3,752,065 40,210 $ - $ 13,000 $ $ (13,000) Sri CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE MONROVIA NURSERY YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1, as restated Resources (Inflows): Charges for services Use of money and property Miscellaneous Amounts Available for Appropriation Charges to Appropriation (Outflow): Public works Capital outlay Debt service: Principal retirement Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget _ Budget Amounts Actual Positive Original Final Amounts (Negative) $5,317,675 $ 5,317,675 $ 5,317,575 $ - - - 560,602 560,602 - - 281,034 281,034 - 46,800 46,800 5,317,675 5,317,675 6,206,111 888,436 525,000 530,710 334,037 196,673 - 1,282,500 150,976 1,131,524 165,000 165,000 - 165,000 690,000 1,978,210 485,013 1,493,197 $4,627,675 $ 3,339,465 $ 5,721,098 $ 2,381,633 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE EMPLOYEE BENEFITS YEAR ENDED JUNE 30. 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Transfers in Amounts Available for Appropriation Charges to Appropriation (Outflow): General government Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget BudgetAmounts Actual Positive Original Final Amounts (Negative) $ - $ $ $ 27,700 33,180 33,171 (9) 27,700 33,180 33,171 (9) 27,700 33,180 33,171 9 27,700 33,180 33,171 9 95 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE UTILITY MITIGATION YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Use of money and property Transfers in Amounts Available for Appropriation Charges to Appropriation (Outflow): Public works Capital outlay Total Charges to Appropriations Variance with Final Budget BudgetAmounts Actual Positive Original Final Amounts (Negative) $ 46,025 $ 46,025 $ 46,025 $ - 1,443,000 1,443,000 1,489,025 1,489,025 2,045,878 2,045,878 (20,195) (20,195) 1,223,986 (219,014) 1,249,816 (239,209) 401 (401) 1,006,564 1,039,314 1,006,965 1,038,913 Budgetary Fund Balance, June 30 $1,489,025 $ (556,853) $ 242,851 $ 799,704 m CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE LACMTA YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Intergovernmental Use of money and property Amounts Available for Appropriation Budgetary Fund Balance, June 30 Variance with Final Budget BudgetAmounts Actual Positive Original Final Amounts (Negative) 916,000 915,467 (533) 15,000 18,317 3,317 931,000 933,784 2,784 $ $ 931,000 $ 933,784 $ 2,784 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE LOW AND MODERATE INCOME HOUSING YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Use of money and property Miscellaneous Transfers in Amounts Available for Appropriation Charges to Appropriation (Outflow): General government Capital outlay Debt service: Principal retirement Interest and fiscal charges Transfers out Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) $1,795,514 1 $ ,795,514 $ 1,795,514 $ _ 70,000 70,000 175,882 105,882 25,000 25,000 250 (24,750) 1,516,370 11,276,370 11,346,870 70,500 3,406, 884 13,166,884 13,318,516 151,632 1,004,500 1,545,000 1,227,852 317,148 - 9,415,000 11,921 9,403,079 93,990 93,990 - 93,990 55,830 55,830 55,811 19 584,840 983,139 724,720 258,419 1,739,160 12,092,959 2,020,304 10,072,655 $1,667,724 $ 1,073,925 $11�� $ 10,224,287 EZ CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE PARK IN -LIEU YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Intergovernmental Use of money and property Amounts Available for Appropriation Charges to Appropriation (Outflow): Parks and recreation Capital outlay Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) 7 40,411 $ 40,411 $ 40,411 $ _ 15,000 15,000 3,750 (11,250) 4,300 4,300 380 (3,920) 59,711 59,711 44,541 (15,170) 3,700 3,700 _ 43,921 34,959 8,962 47,621 38,659 8,962 $ 59,711 $ 12,090 $ 5,882 $ (6208) W CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE CAPITAL PROJECTS YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Intergovernmental Use of money and property Amounts Available for Appropriation Charges to Appropriation (Outflow): Parks and recreation Capital outlay Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget BudgetAmounts Actual Positive Original Final Amounts (Negative) $ (365,358) $ (365,358) $ (365,358) $ _ 333,151 333,151 106 106 (365,358) (365,358) (32,101) 333,257 29,300 29,300 _ 4,175 4,269 (94) 33,475 33,569 (94) $ (365,358) $ (398,833) $ (65,670) $ 333,163 100 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE PUBLIC WORKS ENDOWMENT YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Intergovernmental Use of money and property Miscellaneous Transfers in Amounts Available for Appropriation Charges to Appropriation (Outflow): Public works Capital outlay Transfers out Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) $ 2,229,404 $ 2,229,404 $ 2,229,404 $ _ - 147,000 - (147,000) - - 72,869 72,869 - 5,300 5,302 2 - 20,790 20,790 _ 2,229,404 2,402,494 2,328,365 (74,129) 2,601 (2,601) 39,625 1,177,591 925,666 251,925 - 19,760 19,760 - 39,625 1,197,351 948,027 249,324 $ 2,189,779 $ 1,205,143 $ 1,380,338 $ 175,195 101 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE CAPITAL PROJECTS REDEVELOPMENT AGENCY YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1, as restated Resources (Inflows): Use of money and property Miscellaneous Transfers in Amounts Available for Appropriation Charges to Appropriation (Outflow): General government Community development Capital outlay Debt service: Interest and fiscal charges Transfers out Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) $22,115,723 $22,115,723 $22,115,723 $ - (2,953,927) (2,953,630) 273,812 3,227,442 10,424,261 10,424,490 188,063 (10,236,427) 1,256,370 7,526,370 6,950,782 (575,588) 30,842,427 37, 112,953 29,528,380 (7,584,573) 2,764,658 2,694,700 1,800,428 894,272 1,385,500 4,015,500 3,084,304 931,196 15,245,000 14,514,980 518,627 13,996,353 200,000 200,000 592,447 (392,447) 909,010 1,509,010 579,578 929,432 20,504,168 22,934,190 6,575,384 16,358,806 $10,338,259 $14,178,763 $ 22,952,996 $ 8,774,233 102 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE PUBLIC FINANCING AUTHORITY YEAR ENDED JUNE 30, 2009 Budgetary Fund Balance, July 1 Resources (Inflows): Use of money and property Miscellaneous Transfers in Amounts Available for Appropriation Charges to Appropriation (Outflow): General government Debt service: Principal retirement Interest and fiscal charges Total Charges to Appropriations Budgetary Fund Balance, June 30 Variance with Final Budget BudgetAmounts Actual Positive Original Final Amounts (Negative) $ 502,244 $ 502,244 $ 502,244 $ - 18,500 18,500 7,021 (11,479) - - 5,650 5,650 715,750 719,250 337,149 (382,101) 1,236,494 1,239,994 852,064 (387,930) 5,000 8,500 8,400 100 215,000 215,000 215,000 _ 145,750 145,750 145,749 1 365,750 369,250 369,749 101 $ 870,744 $ 870,744 $ 482,915 $ (387,829) 103 CITY OF AZUSA BUDGETARY COMPARISON SCHEDULE DEBT SERVICE REDEVELOPMENT AGENCY YEAR ENDED JUNE 30, 2009 Variance with Final Budget BudgetAmounts Actual Positive Budgetary Fund Balance, July 1, as restated Original $ (22,354,366) Final $ (22,354,366) Amounts $ (22,354,366) (Negative) $ _ Taxes Use of money and property 6,245,750 128,364 5,733,205 128,760 6,111,012 377,807 Transfers in 3,972,365 4,228,637 73,999 947,352 (54,761) (3,281,285) Long-term debt issued 171,750 171,750 - (171,750) Notes and loans issued Other debts issued Amounts Available for Appropriation 1,926,400 (9,909,737) 20,221,400 8,129,386 18,664,924 3,442,921 (1,556,476) Charges to Appropriation (Outflow): (4,686,465) General government 1,496,440 1,496,440 1,619,648 (123,208) Debt service: Principal retirement 1,321,550 1,321,550 865,000 456,550 Interest and fiscal charges 4.270,060 4,472,351 4,476,937 (4,586) Bond issuance costs - 555,794 555,678 116 Transfers out 5,356,975 20,847,239 18,046,426 2,800,813 Bond discount - 530,483 530,483 Total Charges to Appropriations 12,445,025 29,223,857 26,094,172 3,129,685 Budgetary Fund Balance, June 30 $ (22,354,762) $ (21,094,4711) $ (22,651,251) $ (1,556,780) 104