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1996 ;i ALL NUMBERS IN THIS REPORT MUST BE ROUNDED TO THE NEAREST DOLLAR / RECE.\VED fEB 27 1997 ANNUAL FINANCIAL REPORT UPDATE DOCUMENT FOR THE ELAINE SNOWDEN TOWN OI.eRK TOWN OF WAPPINGER COUNTY OF DUTCHESS FOR THE FISCAL YEAR ENDED 1996 *************************************************************************** *AUTHORIZATION* ARTICLE 3, SECTION 30 OF THE GENERAL MUNICIPAL LAW: 1. *** EVERY MUNICIPAL CORPORATION *** SHALL ANNUALLY MAKE A REPORT OF ITS FINANCIAL CONDITION TO THE COMPTROLLER. SUCH REPORT SHALL BE MADE BY THE CHIEF FISCAL OFFICER OF SUCH MUNICIPAL CORPORATION *** 5. ALL REPORTS SHALL BE CERTIFIED BY THE OFFICER MAKING THE SAME AND SHALL BE FILED WITH THE COMPTROLLER WITHIN SIXTY DAYS AFTER THE CLOSE OF THE FISCAL YEAR OF SUCH MUNICIPAL CORPORATION *** IT SHALL BE THE DUTY OF THE INCUMBENT OFFICER AT THE TIME SUCH REPORTS ARE REQUIRED TO BE FILED WITH THE COMPTROLLER TO FILE SUCH REPORT *** STATE OF NEW YORK OFFICE OF THE STATE COMPTROLLER DIVISION OF MUNICIPAL AFFAIRS ALBANY, NEW YORK 12236 1 ~ *CERTIFICATION OF FISCAL OFFICER* I, Constance O. Smith , CERTIFY THAT I AM THE CHIEF FISCAL OFFICER AND THAT THE INFORMATION INCLUDED HEREIN IS TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE AND BELIEF. d:r~.ku</ {{} ;L/~ S I G N A T U R. Supervisor TITLE 20 Middlebush Rd.,P.O. Box 324 OFFICIAL ADDRESS Wappingers Falls, NY 12590 OFFICIAL ADDRESS February 26, 1997 DATE (~) 297-0060 OFFICE TELEPHONE NUMBER *INQUIRY* IF YOU HAVE ANY QUESTIONS RELATING TO THIS DOCUMENT PLEASE CALL: FILING REQUIREMENTS ( 51 8) 4 7 4 - 4 0 1 4 ACCOUNTING REQUIREMENTS (518) 474-6023 *PLEASEMAIL COMPLETED DOCUMENT TO: STATE OF NEW YORK OFFICE OF THE STATE COMPTROLLER DIVISION OF MUNICIPAL AFFAIRS BUREAU OF MUNICIPAL RESEARCH AND STATISTICS GOV. ALFRED E. SMITH STATE OFFICE BUILDING (10TH FLOOR) ALBANY, NEW YORK 12236 ATTENTION : JEFFREY MADEJ 2 ~ ~ *FINANCIAL SECTION * FINANCIAL INFORMATION FOR THE FOLLOWING FUNDS AND ACCOUNT GROUPS WAS INCLUDED IN THE ANNUAL FINANCIAL REPORT FILED BY YOUR GOVERNMENT FOR THE FISCAL YEAR ENDED 1995 AND HAS BEEN USED BY THE OSC AS THE BASIS FOR PREPARING THIS UPDATE DOCUMENT FOR YOUR FISCAL YEAR ENDED 1996: (A) GENERAL FUND (B) GENERAL TOWN-OUTSIDE VG (CD) SPECIAL GRANT (DB) HIGHWAY-PART-TOWN (SL) LIGHTING (SS) SEWER (SW) WATER (SM) MISCELLANEOUS (H) CAPITAL PROJECTS (TA) AGENCY (K) GENERAL FIXED ASSETS (W) GENERAL LONG-TERM DEBT ALL AMOUNTS INCLUDED IN THIS UPDATE DOCUMENT FOR 1995 REPRESENT THE DATA FILED BY YOUR GOVERNMENT WITH THE OSC AS REVIEWED AND ADJUSTED WHERE NECESSARY. IF ANY FUNDS WERE USED IN 1996 THAT WERE NOT USED IN 1995, PLEASE LIST BELOW. A FORM TO REQUEST ADDITIONAL OR BLANK FUND STATEMENTS IS INCLUDED IN THIS MAILING. *** SUPPLEMENTAL SECTION *** NOT APPLICABLE THE SUPPLEMENTAL SECTION INCLUDES THE FOLLOWING SCHEDULES: 1) STATEMENT OF INDEBTEDNESS 2) SCHEDULE FOR REPORTING VARIABLE RATE, DISCOUNTED, AND/OR NEGOTIATED BONDS AND NOTES 3) SCHEDULE FOR REPORTING ALL INSTALLMENT PURCHASE CONTRACTS/CERTIFICATES OF PARTICIPATION 4) SCHEDULE OF SECURITIES FOR COLLATERALIZATION 5) SCHEDULE OF TIME DEPOSITS AND INVESTMENTS 6) INVESTMENT CERTIFICATION 7) BANK RECONCILIATION 8) REAL PROPERTY TAX LEVY AND RELATED INFORMATION 9) LOCAL GOVERNMENT QUESTIONNAIRE 10) NOTICE OF TORT CLAIMS 11) ADDITIONAL INFORMATION SCHEDULE IF SCHEDULE 1,2, OR 3 IS NOT APPLICABLE, PLEASE INITIAL IN THE APPROPRIATE COLUMN. ALL OTHER SCHEDULES MUST BE COMPLETED. ALL NUMBERS IN THIS REPORT MUST BE ROUNDED TO THE NEAREST DOLLAR. 3 , ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND BALANCE SHEET DESCRIPTION ASSETS CASH CASH IN TIME DEPOSITS PETTY CASH TOTAL CASH INVESTMENTS IN REPURCHASE AGREEMENTS TOTAL INVESTMENTS ACCOUNTS RECEIVABLE TOTAL OTHER RECEIVABLES ( NET> DUE FROM OTHER FUNDS TOTAL DUE FROM OTHER FUNDS TOTAL ASSETS FOR THE FISCAL YEAR ENDED 1995 EDP CODE $0 A200 $ 254,617 A201 700 A210 A - A - 255,317 439,498 A451 A - A - 439,498 26,868 A380 A - A - 26,868 88,079 A391 A - A - 88,079 809,762 5 FOR THE FISCAL YEAR ENDED 1996 244 126.806 700 127,750 532.728 532,728 29,514 29,514 20,000 20.000 70g,gg7 ACCOUNTS PAYABLE $21,368 A600 $ 81,063 A - A - TOTAL ACCOUNTS PAYABLE 21,368 81.063 DEFERRED REVENUES 6,081 A691 A - A - TOTAL DEFERRED REVENUES 6,081 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE LIABILITIES AND FUND EQUITY TOTAL TOTAL FUND EQUITY 782,313 TOTAL LIABILITIES AND FUND EQUITY 809,762 6 FOR THE FISCAL YEAR ENDED 1996 628,929 709.992 ., TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL REVENUES AND OTHER SOURCES REAL PROPERTY TAXES E D P BREAKAnE $982,538 TOTAL REAL PROPERTY TAXES 982,538 OTHER PAYMENTS IN LIEU OF TAXES INTEREST & PENALTIES ON REAL PROP TAXES 396 58,608 TOTAL REAL PROPERTY TAX ITEMS 59,004 FRANCHISES 75,000 TOTAL NON PROPERTY TAX ITEMS 75,000 TAX COLLECTOR FEES CLERK FEES PARK AND RECREATIONAL CHARGES OTHER CULTURE & RECREATION INCOME VITAL STATISTICS FEES 5,436 9,482 13,597 74,929 TOTAL DEPARTMENTAL INCOME 103,444 PUBLIC SAFETY SERVICES FOR OTHER GOVTS 1,995 TOTAL INTERGOVERNMENTAL CHARGES 1,995 INTEREST AND EARNINGS RENTAL OF REAL PROPERTY 48,160 53,568 7 EDP CODE AI00l A 1002 A_ AI081 AI090 A_ A_ A1l70 A_ A_ A1232 A1255 A2001 A2089 A 1603 A_ A2260 A_ A_ A2401 A2410 FOR THE FISCAL YEAR ENDED 1996 $ 981,899 2 981,901 406 67,039 67,445 -0- 4,379 6,052 11 ,646 2,070 24,147 1,545 1,545 67,931 143,817 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL REVENUES AND OTHER SOURCES TOTAL USE OF MONEY AND PROPERTY GAMES OF CHANCE DOG LICENSES TOTAL LICENSES AND PERMITS FINES AND FORFEITED BAIL FINES & PEN-DOG CASES TOTAL FINES AND FORFEITURES SALES OF EQUIPMENT OTHER COMPENSATION FOR LOSS INSURANCE RECOVERIES TOTAL SALE OF PROPERTY AND COMPENSATION FOR LOSS REFUNDS OF PRIOR YEAR'S EXPENDITURES UNCLASSIFIED (SPECIFY) GIFTS & DONATIONS TOTAL MISCELLANEOUS LOCAL SOURCES ST AID, REVENUE SHARING ST AID, MORTGAGE TAX ST AID, TAX MAPS AND ASSESSMENTS TOTAL STATE AID 101,728 120 5,151 5,271 100,830 2,630 103,460 150 505 655 1,009 1,142 2,151 100,544 231,619 1.8 , 9 7 0 351,133 8 EDP CODE A_ $ A_ A2530 A2544 A_ A_ A2610 A2611 A_ A_ A2665 A2690 A 2680 A_ A2701 A2770 A 2705 A_ A3001 A3005 A3040 A_ A_ FOR THE FISCAL YEAR ENDED 1996 211,748 150 4,478 4,628 92,116 2.747 94,863 100 28,841 28,941 627 1,819 525 2,971 128,697 282,722 19,168 430.587 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS FOR THE FISCAL EDP FOR THE FISCAL DESCR1PTION YEAR ENDED 1995 CODE YEAR ENDED 1996 DETAIL REVENUES AND OTHER SOURCES BALANCING CODE - OSC USE ONLY 28 A4888 FOR OSC USE ONLY A - $ A - TOTAL 0102 55 28 TOTAL TOTAL REVENUES 1,786,407 1,848,776 TOTAL DETAIL REVENUES AND OTHER SOURCES 1,786,407 1,848,776 9 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL EXPENDITURES AND OTHER USES LEGISLATIVE BOARD, PERS SERV LEGISLATIVE BOARD, CONTR EXPEND $28,392 15 TOTAL LEGISLATIVE BOARD MUNICIPAL COURT, PERS SERV MUNICIPAL COURT, CONTR EXPEND JUSTICE COURT EQUIP. TOTAL MUNICIPAL COURT SUPERVISOR,PERS SERV SUPERVISOR,CONTR EXPEND 28,407 121,921 7,737 129,658 52,124 157 TOTAL SUPERVISOR COMPTROLLER,PERS SERV COMPTROLLER, CONTR EXPEND 52,281 78,849 419 TOTAL COMPTROLLER AUDITOR, CONTR EXPEND 79,268 22,000 TOTAL AUDITORS TAX COLLECTION,PERS SERV TAX COLLECTION,CONTR EXPEND 22,000 46,900 482 TOTAL TAX COLLECTION ASSESSMENT, PERS SERV ASSESSMENT, CONTR EXPEND 47,382 76,890 287 TOTAL ASSESSMENT FISCAL AGENTS FEES, CONTR EXPEND 77,177 2,118 TOTAL FISCAL AGENTS FEES CLERK,PERS SERV CLERK,CONTR EXPEND 2,118 72,683 6,317 10 EDP CODE AIOIO.l $ AI010.4 A AIOIO.O AIlIO.l AlIlO.4 A1110.2 AlIlO.O A1220.1 A1220.4 A A1220.0 A1315.1 A1315.4 A A1315.0 A1320.4 A A1320.0 A1330.1 A1330.4 A A1330.0 A1355.1 A1355.4 A A1355.0 A1380.4 A A1380.0 A1410.1 A1410.4 FOR THE FISCAL YEAR ENDED 1996 28,392 50 28,442 124,607 6,424 1,020 132,051 54,189 69 54,258 83,581 446 84,027 19,500 19,500 48,430 5.487 53,917 80,849 20.568 101,417 1,855 1,855 75.590 1,098 J .. TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE.FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL EXPENDITURES AND OTHER USES TOI~ CLERK EQUIP. TOTAL CLERK LAW, CONTR EXPEND TAX ATTORNEY TOTAL LAW ENGINEER, CONTR EXPEND TOTAL ENGINEER ELECTIONS, PERS SERV ELECTIONS, EQUIP & CAP OUTLAY ELECTIONS, CONTR EXPEND TOTAL ELECTIONS BUILDINGS, PERS SERV BUILDINGS, CONTR EXPEND BUILDING. EQUIP. TOTAL OPERATION OF PLANT CENTRAL STOREROOM, CONTR EXPEND TOTAL CENTRAL STOREROOM CENTRAL PRINT & MAIL,CONTR EXPEND TOTAL CENTRAL PRINTING AND MAILING CENTRAL DATA PROCESS & CAP OUTLAY CENTRAL DATA PROCESS, CONTR EXPEND TOTAL CENTRAL DATA PROCESSING UNALLOCATED INSURANCE, CONTR EXPEND 79,000 44,525 44,525 66,848 66,848 5,150 2,000 12,613 19,763 24,573 97,837 122,410 10,566 10,566 17,141 17,141 38,151 17,852 56,003 110,419 11 EDP CODE A1410.2 $ A1410.0 A1420.4 A 1420.41 A1420.0 A1440.4 A A1440.0 A1450.1 A1450.2 A1450.4 A A1450.0 A1620.1 A1620.4 A1620.2 A1620.0 A1660.4 A A1660.0 A1670.4 A A1670.0 A1680.2 A1680.4 A A1680.0 A1910.4 FOR THE FISCAL YEAR ENDED 1996 10.901 87,589 36,723 4.471 41. 194 17,655 17,655 5.174 3,190 24,426 32,790 25,237 148,557 4.539 178,333 12,426 12,426 17,479 17,479 69,744 40,231 109,975 124,582 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 DETAIL EXPENDITURES AND OTHER USES TOTAL GENERAL GOVERNMENT SUPPORT A $ 110,419 A1910.0 124,582 1,025 A1920.4 1,025 A 1,025 A1920.0 1,025 13,696 A1989.4 13,994 A 13,696 A1989.0 13,994 A A A A A 979,687 1,112,509 579 A3310.4 440 A 579 A3310.0 440 10,920 A3510.1 15,000 9,715 A3510.4 9,068 A3510.2 12,500 20,635 A3510.0 36.568 A4020.4 2,070 A A A A 21,214 39,078 TOTAL UNALLOCATED INSURANCE MUNICIPAL ASSN DUES, CONTR EXPEND TOTAL MUNICIPAL ASSN DUES OTHER GEN GOVT SUPPORT, CONTR EXPEND TOTAL OTHER GENERAL GOVT SUPPORT TRAFFIC CONTROL, CONTR EXPEN TOTAL TRAFFIC CONTROL CONTROL OF ANIMALS, PERS SERV CONTROL OF ANIMALS, CONTR EXPEND CONTROL OF ANIMALS. EOUIP. TOTAL CONTROL OF DOGS REGISTRAR OF VITAL STATISTICS TOTAL PUBLIC SAFETY 12 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL EXPENDITURES AND OTHER USES STREET ADMIN, PERS SERV STREET ADMIN, CONTR EXPEND TOTAL HIGHWAY AND STREET ADMIN GARAGE, CONTR EXPEND TOTAL GARAGE TOTAL TRANSPORTATION VETERANS SERVICE, CONTR EXPEND TOTAL VETERANS SERVICE OTHER ECO & DEV, CONTR EXPEND TOTAL OTHER ECONOMIC ASST. TOTAL ECONOMIC ASSISTANCE AND OPPORTUNITY RECREATION ADMINI, PERS SERV $54,286 A5010.1 $ 114 A5010.4 A 54,400 A5010.0 41,577 A5132.4 A 41,577 A5132.0 A A A A A 95,977 600 A6510.4 A 600 A6510.0 500 A6989.4 A 500 A6989.0 A A A A A 1,100 27,272 A7020.1 A 13 FOR THE FISCAL YEAR ENDED 1996 56.143 113 56,256 29.007 29.007 85.263 600 600 600 28.278 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL EXPENDITURES AND OTHER USES TOTAL RECREATION ADMINISTRATION PARKS, PERS SERV PARKS, EQUIP & CAP OUTLAY PARKS, CONTR EXPEND TOTAL PARKS PLAYGR & REC CENTERS, PERS SERV PLAYGR & REC CENTERS, CONTR EXPEND TOTAL PLAYGROUNDS AND RECREATION CENTERS JOINT REC PROJ, CONTR EXPEND TOTAL JOINT RECREATION PROJECTS LIBRARY, CONTR EXPEND TOTAL MUSEUM LIBRARY CELEBRATIONS, CONTR EXPEND TOTAL CELEBRATIONS PROGRAMS FOR AGING, CONTR EXPEND TOTAL PROGRAMS FOR THE AGING ADULT RECREATION, PERS SERV ADULT RECREATION, CONTR EXPEND TOTAL ADULT RECREATION $27,272 62,893 140,119 50,127 253,139 11,674 16,509 28,183 11,200 11,200 50,000 50,000 9,955 9,955 19,029 19,029 31,489 4,433 35,922 14 EDP CODE A7020.0 $ A7110.1 A7110.2 A7110.4 A A7110.0 A7140.1 A7140.4 A A7140.0 A7145.4 A A7145.0 A7410.4 A A7410.0 A7550.4 A A7550.0 A7610.4 A A7610.0 A7620.1 A7620.4 A A7620.0 FOR THE FISCAL YEAR ENDED 1996 28,278 64,422 24,443 76,484 165,349 7,655 14,248 21,903 8,400 8,400 53,000 53,000 8,661 8,661 19,039 19,039 32,099 4.378 36,477 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL EXPENDITURES AND OTHER USES HISTORIAN P.S. TOTAL CULTURE AND RECREATION ENVIRONMENTAL CONTROL, CONTR EXPEND TOTAL ENVIRONMENTAL CONTROL REFUSE & GARBAGE, CONTR EXPEND TOTAL REFUSE & GARBAGE COMM BEAUTIFICATION, CONTR EXPEND TOTAL COMMUNITY BEAUTIFICATION TOTAL HOME AND COMMUNITY SERVICES STATE RETIREMENT SYSTEM SOCIAL SECURITY, EMPLOYER CONT WORKER'S COMPENSATION, EMPL BNFTS A7510.1 $ A A A A 434,700 896 A8090.4 A 896 A8090.0 10,000 A8160.4 A 10,000 A8160.0 1,190 A8510.4 A 1,190 A8510.0 A A A A A 12,086 1,616 A9010.8 43,815 A9030.8 6,376 A9040.8 15 FOR THE FISCAL YEAR ENDED 1996 250 341.357 913 913 10.000 10.000 397 397 11.310 3.109 45.208 8.516 .J, ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL EXPENDITURES AND OTHER USES LIFE INSURANCE, EMPL BNFTS UNEMPLOYMENT INSURANCE, EMPL BNFTS DISABILITY INSURANCE, EMPL BNFTS HOSPITAL & MEDICAL (DENTAL) INS, EMPL BNFT OTHER EMPLOYEE BENEFITS (SPEC) TOTAL EMPLOYEE BENEFITS DEBT PRINCIPAL, SERIAL BONDS TOTAL DEBT PRINCIPAL DEBT INTEREST, SERIAL BONDS DEBT INTEREST, BOND ANTICIPATION NOTES TOTAL DEBT INTEREST TOTAL EXPENDITURES TOTAL DETAIL EXPENDITURES AND OTHER USES $2,631 5,226 2,912 133,597 10,248 206,421 68,950 68,950 123,821 3,162 126,983 1,947,118 1,947,118 16 EDP CODE A9045.8 $ A9050.8 A9055.8 A9060.8 A9089.8 A9710.6 A9710.7 A9730.7 FOR THE FISCAL YEAR ENDED 1996 2,916 -0- 2,758 131,136 10,573 204,216 73,950 73,950 119,177 14,699 133,876 2,002,160 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 ANALYSIS OF CHANGES IN FUND EQUITY FUND EQUITY~BEGINNING OF YEAR* PRIOR PERIOD ADJ-INCREASE TO FUND EQUITY PRIOR PERIOD ADJ - DECREASE IN FUND EQUITY RESTATED FUND EQUITY - BEG OF YEAR ADD - REVENUES AND OTHER SOURCES DEDUCT - EXPENDITURES AND OTHER USES FUND EQUITY-END OF YEAR* $942,967 57 943,024 1,786,407 1,947,118 782,313 EDP CODE FOR THE FISCAL YEAR ENDED 1996 o A8021 $782,313 A8012 A8015 A8022 1,848,776 2,002,160 A8029 628,929 * TOTAL INCLUDES RESERVED AND UNRESERVED FUND BALANCE IN GOVERNMENTAL FUNDS, OR RETAINED EARNINGS OR FUND EQUITY FOR PROPRIETARY FUNDS. ADJUSTMENTS TO BEGINNING FUND EQUITY RESULTING FROM A CORRECTION OF A PRIOR YEAR'S ACCOUNTING ERROR SHOULD BE REPORTED AS A PRIOR PERIOD ADJUSTMENT. 17 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE ESTIMATED REVENUES AND OTHER SOURCES EST REV - REAL PROPERTY TAXES EST REV - REAL PROPERTY TAX ITEMS EST REV - DEPARTMENTAL INCOME EST REV - USE OF MONEY AND PROPERTY EST REV - LICENSES AND PERMITS EST REV - FINES AND FORFEITURES EST REV-MISCELLANEOUS LOCAL SOURCES EST REV - STATE AID TOTAL ESTIMATED REVENUES APPROPRIATED FUND BALANCE TOTAL ESTIMATED OTHER SOURCES TOTAL ESTIMATED REVENUES AND OTHER SOURCES FOR THE FISCAL YEAR ENDED 1996 $982,538 AI049M $ 50,000 AI099M 85,429 A1299M 36,904 A2499M 5,100 A2599M 115,500 A2649M 1,500 A2799M 351,133 A3099M A - M A - M 1,628,104 544,754 A 599M A - M A - M 544,754 - M M 2,172,858 18 981.899 50,000 16,925 190,881 4.400 94,500 30,866 420,865 1,790,336 382,448 382,448 2.172.784 .' . TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (A) GENERAL FUND SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION APPROPRIATIONS APP - GENERAL GOVERNMENT SUPPORT APP - PUBLIC SAFETY APP - TRANSPORTATION APP - ECONOMIC ASSISTANCE AND OPPORTUNITY APP - CULTURE AND RECREATION APP - HOME AND COMMUNITY SERVICES APP-EMPLOYEE BENEFITS APP - DEBT SERVICE TOTAL ESTIMATED EXPENDITURES TOTAL APPROPRIATIONS FOR THE FISCAL YEAR ENDED 1995 EDP CODE $1,096,723 A1999M $ 26,920 A3999M 96,307 A5999M 1,600 A6999M 485,653 A7999M 16,650 A8999M 248,957 A9199M 200,048 A9899M A - M A - M 2,172,858 M M 2,172,858 19 FOR THE FISCAL YEAR ENDED 1996 1.169.078 45.570 88,957 600 393.081 16.650 251,022 207.826 2.172.784 2,172,784 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (B) GENERAL TOWN-OUTSIDE VG BALANCE SHEET DESCRIPTION ASSETS CASH CASH IN TIME DEPOSITS TOTAL CASH INVESTMENTS IN REPURCHASE AGREEMENTS TOTAL INVESTMENTS ACCOUNTS RECEIVABLE TOTAL OTHER RECEIVABLES (NET) DUE FROM OTHER FUNDS TOTAL DUE FROM OTHER FUNDS TOTAL ASSE TS . FOR THE FISCAL YEAR ENDED 1995 EDP CODE $0 B200 300,982 B201 B - B 300,982 998,701 B451 B - B - 998,701 199,304 B380 B - B - 199,304 273,462 B391 B B - 273,462 1,772,449 20 FOR THE FISCAL YEAR ENDED 1996 $ 1RRJ~?:1 188,923 1,279,333 1. 279 ,333 229,041 229.041 9.837 9,837 1,707.134 TOTAL TOTAL LIABILITIES 14,704 17;338 MISCELLANEOUS RESERVE (SPECIFY) 563,005 B889 564,397 B - B - TOTAL SPECIAL RESERVES 563,005 564,:197 UNRESERVED FUND BALANCE APPROPRIATED 450,000 B910 457,491 B - B - TOTAL UNRESERVED FUND BALANCE - APPROPRIATED 450,000 457,491 UNRESERVED FUND BALANCE UNAPPROPRIATED 744,740 B911 667,908 B - B_ TOTAL UNRESERVED FUND BALANCE - UNAPPROPRIATED 744,740 667,908 ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (B) GENERAL TOWN-OUTSIDE VG BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE LIABILITIES AND FUND EQUITY ACCOUNTS PAYABLE $14,704 B600 B_ B_ 14,704 TOTAL ACCOUNTS PAYABLE TOTAL TOTAL FUND EQUITY 1,757,745 TOTAL LIABILITIES AND FUND EQUITY 1,772,449 21 FOR THE FISCAL YEAR ENDED 1996 $ 17 11R , 17,338 1,689,796 1,707,134 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (B) GENERAL TOWN-OUTSIDE VG RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL REVENUES AND OTHER SOURCES REAL PROPERTY TAXES $325,000 TOTAL REAL PROPERTY TAXES SALES TAX (FROM COUNTY) FRANCHISES 325,000 685,426 82,292 TOTAL NON PROPERTY TAX ITEMS CONTRIBUTIONS, PRIVATE AGENCIES-YOUTH ZONING FEES PLANNING BOARD FEES REFUSE & GARBAGE CHARGES OTHER HOME & COMMUNITY SERVICES INCOME OTHER CULTURE & RECREATION 767,718 11,075 3,707 13,059 43,790 4,221 TOTAL DEPARTMENTAL INCOME INTEREST AND EARNINGS 75,852 61,048 TOTAL USE OF MONEY AND PROPERTY PERMITS, OTHER 61,048 60,167 TOTAL LICENSES AND PERMITS ST AID, STATE REVENUE SHARING STATE OF NY DISASTER RELIEF 60,167 100,544 TOTAL STATE AID 100,544 22 EDP CODE BI00l B_ B_ Bl120 Bl170 B_ B_ B2070 B2110 B2115 B2130 B2189 B 2089 B_ B2401 B_ B~ B2590 B_ B_ B3001 B 3090 - B_ FOR THE FISCAL YEAR ENDED 1996 $ 175,028 175,028 735,450 77,257 812.707 16,247 3,182 22.617 41,420 5.613 300 89,379 68.911 68.911 51.528 51,528 72,392 4,O?R 7R,4?O J J TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (B) GENERAL TOWN-OUTSIDE VG RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL REVENUES AND OTHER SOURCES REFUND PRIOR Y~S EXPEND INSURANCE RECOVERIES FEDERAL DISASTER ASSISTANCE TOTAL TOTAL REVENUES INTERFUND TRANSFERS TOTAL INTERFUND TRANSFERS TOTAL TOTAL OTHER SOURCES TOTAL DETAIL REVENUES AND OTHER SOURCES 1,390,329 135,285 135,285 135,285 1,525,614 23 EDP CODE 82701 82680 84960 B5031 B_ B_ FOR THE FISCAL YEAR ENDED 1996 $ $ 39 16,676 19,471 36,186 1,310,159 1.310.159 J TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (B) GENERAL TOWN-OUTSIDE VG RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL EXPENDITURES AND OTHER USES FISCAL AGENT FEES, CONTR EXPEND TOTAL FISCAL AGENT FEES LAW, CONTR EXPEND TOTAL LAW ENGINEER, CONTR EXPEND MISC. PROFESSIONAL FEES TOTAL ENGINEER TOTAL GENERAL GOVERNMENT SUPPORT POLICE, PERS SERV POLICE, CONTR EXPEND POLICE EQUIPMENT TOTAL POLICE FIRE DEPARTMENT, PERS SERV FIRE DEPARTMENT, CONTR EXPEND TOTAL FIRE DEPARTMENT SAFETY INSPECTION, PERS SERV SAFETY INSPECTION, CONTR EXPEND TOTAL SAFETY INSPECTION $1,531 1,531 56,589 56,589 106,470 106,470 164,590 4,340 73,376 77,716 31,886 889 32,775 52,980 906 53,886 24 EDP CODE B1380.4 $ B B1380.0 B1420.4 B B1420.0 B1440.4 B1440.41 B1440.0 B B B B B B3120.1 B3120.4 B3120.2 B3120.0 B3410.1 B3410.4 B B3410.0 B3620.1 B3620.4 B B3620.0 FOR THE FISCAL YEAR ENDED 1996 4~J:;>Rq 45,289 159,831 28,240 188,071 233,360 4,226 84,709 22,714 111,649 32,051 122 32,173 51,205 406 51.611 ) TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (B) GENERAL TOWN-OUTSIDE VG RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 DETAIL EXPENDITURES AND OTHER USES TOTAL PUBLIC SAFETY B $ B B B B 164,377 195.433 22,995 B5182.4 ?n Rqq . B 22,995 B5182.0 20,899 B B B B B STREET LIGHTING, CONTR EXPEND TOTAL STREET LIGHTING TOTAL ECONOMIC ASSISTANCE AND OPPORTUNITY 22,995 1,290 B6410.4 B 1,290 B6410.0 B B B B B 1,290 60,196 B7310.1 22,168 B7310.4 B7310.2 82,364 B7310.0 ?nJR~q TOTAL TRANSPORTATION PUBLICITY, CONTR EXPEND 828 828 TOTAL PUBLICITY 828 YOUTH PROG, PERS SERV YOUTH PROG, CONTR EXPEND YOUTH PROG. EQUIPMENT TOTAL YOUTH PROGRAMS 67.462 35.959 4.200 107.621 25 . . TOWN OF WAPPINGER ANNUAL ~PDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (B) GENERAL TOWN-OUTSIDE VG RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL EXPENDITURES AND OTHER USES CELEBRATIONS, CONTR EXPEND TOTAL CELEBRATIONS TOTAL CULTURE AND RECREATION ZONING, PERS SERV ZONING, CONTR EXPEND TOTAL ZONING PLANNING, PERS SERV PLANNING, CONTR EXPEND TOTAL PLANNING REFUSE & GARBAGE, PERS SERV REFUSE & GARBAGE, CONTR EXPEND TOTAL REFUSE AND GARBAGE DRAINAGE, CONTR EXPEND TOTAL DRAINAGE EMERGENCY DISASTER WORK $1,241 B7550.4 $ B 1,241 B7550.0 B B B B B 83,605 62,656 B8010.1 772 B8010.4 B 63,428 B8010.0 11 ,372 B8020.1 57,805 B8020.4 B 69,177 B8020.0 5,841 B8160.1 131,437 B8160.4 B 137,278 B8160.0 300 B8540.4 B 300 B8540.0 B 8760.4 B B B B 26 FOR THE FISCAL YEAR ENDED 1996 1 ) 1 n1 108,722 57,994 1,190 59,184 11,701 45,862 57,563 6,801 151,898 158,699 25.962 .~ ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 CB) GENERAL TOWN-OUTSIDE VG RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 ANALYSIS OF CHANGES IN FUND EQUITY FUND EQUITY - BEGINNING OF YEAR* PRIOR PERIOD ADJ-INCREASE TO FUND EQUITY PRIOR PERIOD ADJ - DECREASE IN FUND EQUITY RESTATED FUND EQUITY - BEG OF YEAR ADD - REVENUES AND OTHER SOURCES DEDUCT - EXPENDITURES AND OTHER USES FUND EQUITY - END OF YEAR* $1,356,161 1,356,161 1,525,614 1,124,030 1,757,745 EDP CODE FOR THE FISCAL YEAR ENDED 1996 o B8021 $1,757,745 B8012 B8015 B8022 1.310,159 1.178.108 B8029 1,689,7% o *.TOTAL INCLUDES RESERVED AND UNRESERVED FUND BALANCE IN GOVERNMENTAL FUNDS, OR RETAINED EARNINGS OR FUND EQUITY FOR PROPRIETARY FUNDS. ADJUSTMENTS TO BEGINNING FUND EQUITY RESULTING FROM A CORRECTION OF A PRIOR YEAR'S ACCOUNTING ERROR SHOULD BE REPORTED AS A PRIOR PERIOD ADJUSTMENT. 28 , ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (B) GENERAL TOWN-OUTSIDE VG SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ESTIMATED REVENUES AND OTHER SOURCES TOTAL ESTIMATED REVENUES AND OTHER SOURCES $325,000 B1049M $ 175 .028 560,000 Bl199M 550.000 62,500 B1299M 70,000 35,220 B2499M 96.895 30,000 B2599M 40.000 B 2..61iQ.... M 10.240 B M 14 r 'jQl 1,012,720 982,754 .339,764 B 599M 548,200 B - M B - M 339,764 548.200 M M 1,352,484 1.530.954 EST REV - REAL PROPERTY TAXES EST REV - NON PROPERTY TAX ITEMS EST REV - DEPARTMENTAL INCOME EST REV - USE OF MONEY AND PROPERTY EST REV - LICENSES AND PERMITS INSURANCE RECOVERIES STATE AID/FEDERAL AID TOTAL ESTIMATED REVENUES APPROPRIATED FUND BALANCE TOTAL ESTIMATED OTHER SOURCES 29 , .} TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (B) GENERAL TOWN-OUTSIDE VG SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 APPROPRIATIONS APP - GENERAL GOVERNMENT SUPPORT APP - PUBLIC SAFETY APP - TRANSPORTATION APP-ECONOMIC ASSISTANCE AND OPPORTUNITY APP - CULTURE AND RECREATION APP - HOME AND COMMUNITY SERVICES APP - EMPLOYEE BENEFITS APP - DEBT SERVICE TRANSFER TO CAPITAL PROJECT $248,045 B1999M $ 173,612 B3999M 23,455 B5999M 7,000 B6999M 86,491 B7999M 381,668 B8999M 77,015 B9199M 355,198 B9899M B.9.9..5.!L M B - M 1,352,484 - M M 1,352,484 TOTAL ESTIMATED EXPENDITURES TOTAL APPROPRIATIONS 30 253.000 204.1172 26.000 7,nnn 127.386 371.181 7Q,lfin %8.'i'i'i Q4,nnO 1.530.954 1.530.954 j TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (CD) SPECIAL GRANT BALANCE SHEET DESCRIPTION ASSETS CASH CASH IN TIME DEPOSITS TOTAL CASH STATE & FEDERAL RECEIVABLES TOTAL STATE AND FEDERAL AID RECEIVABLES TOTAL ASSETS FOR THE FISCAL YEAR ENDED 1995 EDP CODE $0 CD 200 $ 4,870 CD 201 CD - CD - 4,870 4,045 CD 410 CD - CD - 4,045 8,915 31 FOR THE FISCAL YEAR ENDED 1996 127 1?7 1?7 l J TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (CD) SPECIAL GRANT BALANCE SHEET DESCRIPTION LIABILITIES AND FUND EQUITY TOTAL TOTAL LIABILITIES UNRESERVED FUND BALANCE UNAPPROPRIATED TOTAL UNRESERVED FUND BALANCE - UNAPPROPRIATED TOTAL TOTAL FUND EQUITY TOTAL LIABILITIES AND FUND EQUITY FOR THE FISCAL YEAR ENDED 1995 EDP CODE 8,875 40 CD 911 CD_ CD_ 40 40 8,915 32 FOR THE FISCAL YEAR ENDED 1996 127 127 127 127 c.I I TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (CD) SPECIAL GRANT RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL REVENUES AND OTHER SOURCES COMMUNITY DEVELOPMENT INCOME TOTAL DEPARTMENTAL INCOME INTEREST AND EARNINGS TOTAL USE OF MONEY AND PROPERTY TOTAL TOTAL REVENUES TOTAL DETAIL REVENUES AND OTHER SOURCES $9,989 CD2170 $ CD - CD - 9,989 40 CD2401 CD - CD - 40 10,029 10,029 33 FOR THE FISCAL YEAR ENDED 1996 87 87 87 87 ,I .} TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (CD) SPECIAL GRANT RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL EXPENDITURES AND OTHER USES PUBLIC WORKS FAC SITE, CONTR EXPEND TOTAL PUBLIC WORKS FACILITIES SITE TOTAL HOME AND COMMUNITY SERVICES TOTAL EXPENDITURES TOTAL DETAIL EXPENDITURES AND OTHER USES $9,989 CD8662.4 $ CD 9,989 CD8662.0 CD CD CD CD CD 9,989 9,989 9,989 34 EDP CODE FOR THE FISCAL YEAR ENDED 1996 - 0 - - 0 - - 0 - - 0 - - 0 - ~ } TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (CD) SPECIAL GRANT RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ANALYSIS OF CHANGES IN FUND EQUITY FUND EQUITY-BEGINNING OF YEAR* $0 CD8021 $40 PRIOR PERIOD ADJ.- INCREASE IN FUND EQUITY 0 CD8012 PRIOR PERIOD ADJ - DECREASE IN FUND EQUITY 0 CD8015 RESTATED FUND EQUITY - BEG OF YEAR 0 CD8022 ADD - REVENUES AND OTHER SOURCES 10,029 87 DEDUCT - EXPENDITURES AND OTHER USES 9,989 FUND EQUITY-END OF YEAR* 40 CD8029 127 * TOTAL INCLUDES RESERVED AND UNRESERVED FUND BALANCE IN GOVERNMENTAL FUNDS, OR RETAINED EARNINGS OR FUND EQUITY FOR PROPRIETARY FUNDS. ADJUSTMENTS TO BEGINNING FUND EQUITY RESULTING FROM A CORRECTION OF A PRIOR YEAR'S ACCOUNTING ERROR SHOULD BE REPORTED AS A PRIOR PERIOD ADJUSTMENT. 35 j TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (DB) HIGHWAY-PART-TOWN BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ASSETS CASH CASH IN TIME DEPOSITS TOTAL CASH $0 DB 200 $ 35,303 DB 201 76,293 DB - DB - 35,303 76,293 284,074 DB 451 233,435 DB - DB - 284,074 233,435 DB 380 72,182 319,377 381,910 INVESTMENTS IN REPURCHASE AGREEMENTS TOTAL INVESTMENTS ACCOUNTS RECEIVABLE TOTAL ASSETS 36 TOTAL TOTAL LIABILITIES 9,489 ?4,7R7 UNRESERVED FUND BALANCE APPROPRIATED 200,000 DB 910 80,000 DB - DB - TOTAL UNRESERVED FUND BALANCE - APPRGPRIATED 200,000 80,000 UNRESERVED FUND BALANCE UNAPPROPRIATED 109,888 DB 911 277 I 12:1 DB - DB - TOTAL UNRESERVED FUND BALANCE - UNAPPROPRIATED 109,888 277,123 j TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (DB) HIGHWAY-PART-TOWN BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE LIABILITIES AND FUND EQUITY ACCOUNTS PAYABLE $9,489 DB 600 DB_ DB_ TOTAL ACCOUNTS PAYABLE 9,489 TOTAL TOTAL FUND EQUITY 309,888 TOTAL LIABILITIES AND FUND EQUITY 319,377 37 FOR THE FISCAL YEAR ENDED 1996 $ 24,787 24,787 357,123 381,910 ) TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (DB) HIGHWAY-PART-TOWN RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL REVENUES AND OTHER SOURCES REAL PROPERTY TAXES TOTAL REAL PROPERTY TAXES TRANSPORTATION SERVICES, OTHER GOVTS TOTAL INTERGOVERNMENTAL CHARGES INTEREST AND EARNINGS TOTAL USE OF MONEY AND PROPERTY INSURANCE RECOVERIES TOTAL SALE OF PROPERTY AND COMPENSATION FOR LOSS REFUNDS OF PRIOR YEAR'S EXPENDITURES UNCLASSIFIED (SPECIFY) TOTAL MISCELLANEOUS LOCAL SOURCES ST AID, CONSOLIDATED HIGHWAY AID SHIPS PROGRAM STATE OF NY DISASTER RELIEF TOTAL STATE AID $1,254,717 DBI00l DB - DB - 1,254,717 673 DB2300 DB - DB - 673 31,095 DB2401 DB - DB - 31,095 3,454 DB2680 DB DB - 3,454 213 DB2701 172 DB2770 DB - DB 385 108,336 DB3501 DB 3502 D B "'3U9'U" 108,336 38 FOR THE FISCAL YEAR ENDED 1996 $ 1,403,099 1,403,099 5,436 5,436 33,640 33,640 1,939 1,939 92,313 48.900 8.080 149.293 ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (DB> HIGHWAY-PART-TOWN RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL REVENUES AND OTHER SOURCES FEDERAL DISASTER ASSISTANCE TOTAL FEDERAL ASSISTANCE TOTAL REVENUES 1,398,660 TOTAL DETAIL REVENUES AND OTHER SOURCES 1,398,660 39 EDP CODE DB 4960 FOR THE FISCAL YEAR ENDED 1996 $ 44,516 44,516 1,637,923 1,637,923 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (DB) HIGHWAY-PART-TOWN RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 DETAIL EXPENDITURES AND OTHER USES TOTAL TRANSPORTATION $510,828 DB5110 .1 $ 542,717 278,548 DB5110.4 297,370 DB 789,376 DB5110.0 840,087 108,335 DB5112.2 92,313 DB 108,335 DB5112.0 92,313 32,511 DB5130.1 34,420 1,250 DB5130.2 2,223 55,053 DB5130.4 70,235 DB 88,814 DB5130.0 106,878 8,658 DB5140.1 9,845 10,334 DB5140.4 8,400 DB 18,992 DB5140.0 18,245 49,200 DB5142.1 57,545 164,332 DB5142.4 211,324 DB 213,532 DB5142.0 268,869 DB DB DB DB DB 1,219,049 1,326,392 988 DB9010.8 1,900 37,317 DB9030.8 40,359 74,226 DB9040.8 89,921 1,753 DB9045.8 1.916 MAINT OF STREETS, PERS SERV MAINT OF STREETS, CONTR EXPEND TOTAL MAINTENANCE OF ROADS PERM IMPROVE HIGHWAY, EQUIP & CAP OUTLAY TOTAL IMPROVEMENTS MACHINERY, PERS SERV MACHINERY, EQUIP & CAP OUTLAY MACHINERY, CONTR EXPEND TOTAL MACHINERY BRUSH AND WEEDS, PERS SERV BRUSH AND WEEDS, CONTR EXPEND TOTAL MISCELLANEOUS SNOW REMOVAL, PERS SERV SNOW REMOVAL, CONTR EXPEND TOTAL SNOW REMOVAL STATE RETIREMENT, EMPL BNFTS SOCIAL SECURITY, EMPL BNFTS WORKER'S COMPENSATION, EMPL BNFTS LIFE INSURANCE, EMPL BNFTS 40 3 } TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (DB) HIGHWAY-PART-TOWN RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 DETAIL EXPENDITURES AND OTHER USES DISABILITY INSURANCE, EMPL BNFTS HOSPITAL & MEDICAL (DENTAL) INS, EMPL BNFT OTHER EMPLOYEE BENEFITS (SPEC) TOTAL EMPLOYEE BENEFITS $676 DB9055.8 $ 675 95,974 DB9060.8 97,663 8,720 DB9089.8 9,439 219,654 241,873 DEBT INTEREST, SERIAL BONDS TOTAL DEBT INTEREST 5,556 DB9710.7 5,556 18,000 18,000 4,423 4,423 1,590,688 DEBT PRINCIPAL, SERIAL BONDS TOTAL DEBT PRINCIPAL 18,000 DB9710.6 18,000 TOTAL EXPENDITURES 1,462,259 TOTAL DETAIL EXPENDITURES AND OTHER USES 1,462,259 1,590,688 41 . .} TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (DB) HIGHWAY-PART-TOWN RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ANALYSIS OF CHANGES IN FUND EQUITY FUND EQUITY - BEGINNING OF YEAR* PRIOR PERIOD ADJ.- INCREASE IN FUND EQUITY PRIOR PERIOD ADJ - DECREASE IN FUND EQUITY RESTATED FUND EQUITY - BEG OF YEAR ADD - REVENUES AND OTHER SOURCES DEDUCT - EXPENDITURES AND OTHER USES FUND EQUITY - END OF YEAR* $373,473 DB8021 $309,888 14 DB8012 o DB8015 373,487 DB8022 1,398,660 1.637.923 1,590.688 357,123 1,462,259 309,888 DB8029 * TOTAL INCLUDES RESERVED AND UNRESERVED FUND BALANCE IN GOVERNMENTAL FUNDS, OR RETAINED EARNINGS OR FUND EQUITY FOR PROPRIETARY FUNDS. ADJUSTMENTS TO BEGINNING FUND EQUITY RESULTING FROM A CORRECTION OF A PRIOR YEAR'S ACCOUNTING ERROR SHOULD BE REPORTED AS A PRIOR PERIOD ADJUSTMENT. 42 $1,254,717 DB1049M $ 1,403,099 4,000 DB2399M 5,436 30,000 DB2499M 35,579 108,336 DB3099M 145,632 DB4690 M 16,610 DB _M 1,397,053 1,606,356 331,500 DB 599M 200,000 DB - M DB - M 331,500 200,000 - M _M 1,728,553 1,806,356 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 CDB) HIGHWAY-PART-TOWN SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE ESTIMATED REVENUES AND OTHER SOURCES EST REV - REAL PROPERTY TAXES EST. REV. - INTERGOVERNMENTAL CHARGES EST REV - USE OF MONEY AND PROPERTY EST REV - STATE AID FEDERAL DISASTER ASSISTANCE TOTAL ESTIMATED REVENUES APPROPRIATED FUND BALANCE TOTAL ESTIMATED OTHER SOURCES TOTAL ESTIMATED REVENUES AND OTHER SOURCES 43 FOR THE FISCAL YEAR ENDED 1996 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (DB) HIGHWAY-PART-TOWN SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 APPROPRIATIONS APP - TRANSPORTATION APP - EMPLOYEE BENEFITS APP - DEBT SERVICE $1,425,046 279,950 23,557 TOTAL ESTIMATED EXPENDITURES 1,728,553 TOTAL APPROPRIATIONS 1,728,553 44 EDP CODE DB5999M DB9199M DB9899M DB_M DB_M _M M FOR THE FISCAL YEAR ENDED 1996 $ 1. 491. 912 292.021 22.423 1.806.356 . -> TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SU LIGHTING BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ASSETS TOTAL CASH $0 SL 200 $ 4,746 oSL. 201 7,965 SL SL 4,746 7,965 CASH CASH IN TIME DEPOSITS TOTAL ASSETS 4,746 7,965 45 ) .} TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (Sl) LIGHTING BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 LIABILITIES AND FUND EQUITY ACCOUNTS PAYABLE TOTAL ACCOUNTS PAYABLE $2,070 SL 600 SL_ SL_ $ 2,085 2,070 2,085 TOTAL TOTAL LIABILITIES 2,070 2,085 UNRESERVED FUND BALANCE APPROPRIATED 1,024 SL 910 730 SL - SL - TOTAL UNRESERVED FUND BALANCE - 730 APPROPRIATED 1,024 UNRESERVED FUND BALANCE 5,151 UNAPPROPRIATED 1,652 SL 911 SL - SL - TOTAL UNRESERVED FUND BALANCE - UNAPPROPRIATED 1,652 5,151 TOTAL TOTAL FUND EQUITY 2,676 5,881 TOTAL LIABILITIES AND FUND EQUITY 4,746 7,965 46 .} TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SL) LIGHTING RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL REVENUES AND OTHER SOURCES REAL PROPERTY TAXES TOTAL REAL PROPERTY TAXES INTEREST AND EARNINGS TOTAL USE OF MONEY AND PROPERTY TOTAL TOTAL REVENUES TOTAL DETAIL REVENUES AND OTHER SOURCES EDP CODE $26,110 SL1001 SL - SL - 26,110 405 SL2401 SL SL 405 26,515 26,515 47 FOR THE FISCAL YEAR ENDED 1996 $ 25,790 25,790 439 439 26,229 26,229 $25,186 SL5182.4 $ SL 25,186 SL5182.0 SL SL SL SL SL 25,186 25,186 25,186 ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1~96 (SU LIGHTING RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL EXPENDITURES AND OTHER USES STREET LIGHTING, CONTR EXPEND TOTAL STREET LIGHTING. TOTAL TRANSPORTATION TOTAL EXPENDITURES TOTAL DETAIL EXPENDITURES AND OTHER USES 48 EDP CODE FOR THE FISCAL YEAR ENDED 1996 23,025 23,025 23,025 23,025 23,025 -.l TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SU LIGHTING RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ANALYSIS OF CHANGES IN FUND EQUITY FUND EQUITY - BEGINNING OF YEAR* PRIOR PERIOD ADJ - INCREASE IN FUND EQUITY PRIOR PERIOD ADJ - DECREASE IN FUND EQUITY RESTATED FUND EQUITY - BEG OF YEAR ADD - REVENUES AND OTHER SOURCES DEDUCT - EXPENDITURES AND OTHER USES FUND EQUITY - END OF YEAR* $1,347 SL8021 $2,676 o SL8012 o SL8015 1,347 SL8022 26,229 23,025 26,515 25,186 2,676 SL8029 5,880 * TOTAL INCLUDES RESERVED AND UNRESERVED FUND BALANCE IN GOVERNMENTAL FUNDS, OR RETAINED EARNINGS OR FUND EQUITY FOR PROPRIETARY FUNDS. ADJUSTMENTS TO BEGINNING FUND EQUITY RESULTING FROM A CORRECTION OF A PRIOR YEAR'S ACCOUNTING ERROR SHOULD BE REPORTED AS A PRIOR PERIOD ADJUSTMENT. 49 ,; TOWN OF WAPPINGER o ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (Sl) LIGHTING SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE ESTIMATED REVENUES AND OTHER SOURCES EST REV - REAL PROPERTY TAXES EST REV - USE OF MONEY AND PROPERTY TOTAL ESTIMATED REVENUES APPROPRIATED FUND BALANCE TOTAL ESTIMATED OTHER SOURCES TOTAL ESTIMATED REVENUES AND OTHER SOURCES $26,110 SLI049M $ 365 SL2499M SL - M SL - M 26,475 700 SL 599M SL M SL M 700 M - M 27,175 50 FOR THE FISCAL YEAR ENDED 1996 25,780 365 26,145 1.035 1,035 27,180 J TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (Sl) LIGHTING SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 APPROPRIATIONS APP - TRANSPORTATION TOTAL ESTIMATED EXPENDITURES $27,175 SL5999M $ SL - M SL_M 27,175 M - M 27,175 27,180 27,180 TOTAL APPROPRIATIONS 27,180 51 .) TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SS) SEWER BALANCE SHEET DESCRIPTION ASSETS CASH CASH IN TIME DEPOSITS TOTAL CASH INVESTMENTS IN SECURITIES TOTAL INVESTMENTS SEWER RENTS RECEIVABLE TOTAL OTHER RECEIVABLES (NET) DUE FROM OTHER FUNDS TOTAL ASSETS FOR THE FISCAL YEAR ENDED 1995 EDP CODE $0 SS 200 $ 482,673 SS 201 SS - SS - 482,673 336,822 SS 450 SS - SS - 336,822 330,888 SS 360 SS - SS - 330,888 SS 391 1,150,383 52 FOR THE FISCAL YEAR ENDED 1996 423,163 423,163 581,649 581,649 377 ,089 377 ,089 25,546 1,407,447 .) TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 ACCOUNTS PAYABLE $6,582 SS 600 $ SS - SS - TOTAL ACCOUNTS PAYABLE 6,582 DUE TO OTHER FUNDS 234,229 SS 630 SS - SS - TOTAL DUE TO OTHER FUNDS 234,229 (SS) SEWER BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 LIABILITIES AND FUND EQUITY TOTAL TOTAL FUND EQUITY 909,572 TOTAL LIABILITIES AND FUND EQUITY 1,150,383 53 EDP CODE FOR THE FISCAL YEAR ENDED 1996 51,728 51. 728 45,546 45,546 1.310,173 1.407.447 ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SS) SEWER RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL REVENUES AND OTHER SOURCES REAL PROPERTY TAXES TOTAL REAL PROPERTY TAXES SEWER RENTS INTEREST & PENALTIES ON SEWER ACCTS WATER SERVICE CHARGES TOTAL DEPARTMENTAL INCOME CONSTRUCT EA1~NINGS INTEREST AND EARNINGS INTEREST SUBIDITY DEBT SERVo INTEREST TOTAL USE OF MONEY AND PROPERTY REFUND PRIOR YEAR INTER FUND TRANSFER TOTAL TOTAL REVENUES TOTAL DETAIL REVENUES AND OTHER SOURCES $1,561,319 SS1001 SS - SS - 1,561,319 945,059 SS2120 15,956 SS2128 550 SS2144 SS - SS - 961,565 SS2505 304,234 SS2401 SS2402 SS~ 304,234 SS SS5031 2,827,118 2,827,118 54 FOR THE FISCAL YEAR ENDED 1996 $ 1,733,743 1,733,743 1,111,058 19.483 50 1,130,591 109,299 59,166 435,904 65.907 670,274 210,425 178,670 3,923,703 3.923.703 .) TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SS) SEWER RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL EXPENDITURES AND OTHER USES SEWER ADMINISTRATION, PERS SERV SEWER ADMINISTRATION, CONTR EXPEND TOTAL ADMINISTRATION SEWAGE TREAT DISP, CONTR EXPEND TOTAL SEWAGE TREATMENT AND DISPOSAL SE1.JAGE r.OT.T, SYSTEH TOTAL HOME AND COMMUNITY SERVICES SOCIAL SECURITY , EMPL BNFTS OTHER EMPLOYEE BENEFITS (SPEC) TOTAL EMPLOYEE BENEFITS DEBT PRINCIPAL, SERIAL BONDS DEBT PRINCIPAL, BOND ANTICIPATION NOTES TOTAL DEBT PRINCIPAL DEBT INTEREST, SERIAL BONDS DEBT INTEREST, BOND ANTICIPATION NOTES TOTAL DEBT INTEREST TRANS TO OTHER FUNDS TOTAL EXPENDITURES $11,382 SS8110.1 $ 34,121 SS8110.4 SS 45,503 SS8110.0 908,697 SS8130.4 SS 908,697 SS8130.0 SS8120.4 SS SS SS SS 954,200 704 SS9030.8 166 SS9089.8 870 658,436 SS9710.6 90,214 SS9730.6 748,650 640,914 SS9710.7 68,028 SS9730.7 708,942 889901. 9 2,412,662 55 FOR THE FISCAL YEAR ENDED 1996 11 ,614 34,635 46,249 982,513 982,513 95.539 1,078,102 720 169 889 893,704 160.000 1,053,704 1.093.639 71.849 1,165,488 178,670 3.523,102 -> -> TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SS) SEWER RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL EXPENDITURES AND OTHER USES TOTAL DETAIL EXPENDITURES AND OTHER USES $2,412,662 56 EDP CODE FOR THE FISCAL YEAR ENDED 1996 $ 3,523,102 .} .j TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SS) SEWER RESULTS OF OPERATIONS FOR THE FISCAL EDP FOR THE FISCAL DESCRIPTION YEAR ENDED 1995 CODE YEAR ENDED 1996 ANALYSIS OF CHANGES IN FUND EQUITY FUND EQUITY-BEGINNING OF YEAR* $497,382 SS8021 $909,572 PRIOR PERIOD ADJ-INCREASE TO FUND EQUITY 0 SS8012 PRIOR PERIOD ADJ - DECREASE IN FUND EQUITY 2,266 SS8015 RESTATED FUND EQUITY - BEG OF YEAR 495,116 SS8022 ADD - REVENUES AND OTHER SOURCES 2,827,118 3.923.703 DEDUCT - EXPENDITURES AND OTHER USES 2,412,662 3.523.102 FUND EQUITY-END OF YEAR* 909,572 SS8029 1.310.173 * TOTAL INCLUDES RESERVED AND UNRESERVED FUND BALANCE IN GOVERNMENTAL FUNDS, OR RETAINED EARNINGS OR FUND EQUITY FOR PROPRIETARY FUNDS. ADJUSTMENTS TO BEGINNING FUND EQUITY RESULTING FROM A CORRECTION OF A PRIOR YEAR'S ACCOUNTING ERROR SHOULD BE REPORTED AS A PRIOR PERIOD ADJUSTMENT. 57 -> TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SS) SEWER SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE ESTIMATED REVENUES AND OTHER SOURCES EST REV - REAL PROPERTY TAXES EST REV - DEPARTMENTAL INCOME EST REV - USE OF MONEY AND PROPERTY INTER FUND TRL~S $1,561,319 SS1049M $ 937,510 SS1299M 28,262 SS2499M SS 5031 M SS _M 2,527,091 403,519 SS 599M SS M SS - M 403,519 - M - M 2,930,610 TOTAL ESTIMATED REVENUES APPROPRIATED FUND BALANCE TOTAL ESTIMATED OTHER SOURCES TOTAL ESTIMATED REVENUES AND OTHER SOURCES 58 FOR THE FISCAL YEAR ENDED 1996 1,733,743 1.322.448 178.669 3.234.860 499.553 499.553 3.734.413 .I TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SS) SEWER SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 APPROPRIATIONS APP - HOME AND COMMUNITY SERVICES APP-EMPLOYEE BENEFITS APP - DEBT SERVICE TRAN~ TO OTHER FnNn~ TOTAL ESTIMATED EXPENDITURES. $992,844 SS8999M $ 948 SS9199M 1,936,818 SS9899M SS9901 M SS - M 2,930,610 M M 2,930,610 1,335,089 978 2,219,676 178,670 3,734,413 TOTAL APPROPRIATIONS 3,734,413 59 J TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SW) WATER BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ASSETS CASH CASH IN TIME DEPOSITS $0 SW 200 $ 51,610 SW 201 SW - SW - 51,610 4,832 SW 450 SW - SW - 4,832 183,141 SW 350 SW - SW - 183,141 SW.J..2.L 239,583 TOTAL CASH INVESTMENTS IN SECURITIES TOTAL INVESTMENTS WATER RENTS RECEIVABLE TOTAL OTHER RECEIVABLES (NET) DUE FROM OTHER FUNDS TOTAL ASSETS 60 60,668 60,668 4,682 4,682 191,130 191,130 1,448 257,928 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SW) WATER BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 LIABILITIES AND FUND EQUITY ACCOUNTS PAYABLE $8,739 SW 600 $ SW - SW - TOTAL ACCOUNTS PAYABLE 8,739 DUE TO OTHER FUNDS 84,233 SW 630 SW - SW - TOTAL DUE TO OTHER FUNDS 84,233 40.658 40.658 11. 286 11.286 TOTAL TOTAL LIABILITIES 92,972 51,944 UNRESERVED FUND BALANCE APPROPRIATED 28,297 SW 910 52,903 SW - SW_ TOTAL UNRESERVED FUND BALANCE - APPROPRIATED 28,297 52,903 UNRESERVED FUND BALANCE UNAPPROPRIATED 118,314 SW 911 153,081 SW_ SW - TOTAL UNRESERVED FUND BALANCE - . UNAPPROPR IA TED 118,314 153,081 TOTAL TOTAL FUND EQUITY 146,611 205,984 TOTAL LIABILITIES AND FUND EQUITY 239,583 257,928 61 (SW) WATER RESULTS OF OPERATIONS DESCRIPTION TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 FOR THE FISCAL YEAR ENDED 1995 TOTAL TOTAL REVENUES 911,719 62 EDP CODE FOR THE FISCAL YEAR ENDED 1996 364.505 364,505 525,703 54.740 375 10,728 591,546 4.937 2,750 7,687 1.500 1,500 965.238 ... (SW) WATER RESULTS OF OPERATIONS DESCRIPTION TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 FOR THE FISCAL YEAR ENDED 1995 DETAIL REVENUES AND OTHER SOURCES TOTAL DETAIL REVENUES AND OTHER SOURCES 911,719 63 EDP CODE FOR THE FISCAL YEAR ENDED 1996 $ 965,238 .) TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SW) WATER RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL EXPENDITURES AND OTHER USES WATER ADMINISTRATION, PERS SERV WATER ADMINISTRATION, CONTR EXPEND TOTAL ADMINISTRATION SOURCE SUPPLY PWR & PUMP, CONTR EXPEND TOTAL SOURCE OF SUPPLY, POWER AND PUMPING WATER TRANS & DISTRIB, CONTR EXPEND TOTAL TRANSMISSION AND DISTRIBUTION TOTAL HOME AND COMMUNITY SERVICES DISABILITY INSURANCE ~U~!AL ~tCU~!IY , EMPL BNFTS WORKER'S COMPENSATION, EMPL BNFTS OTHER EMPLOYEE BENEFITS (SPEC) TOTAL EMPLOYEE BENEFITS DEBT PRINCIPAL, SERIAL BONDS DEBT PRINCIPAL, BOND ANTICIPATION NOTES TOTAL DEBT PRINCIPAL $22,533 SW8310.1 $ 26,253 SW8310.4 SW 48,786 SW8310.0 492,256 SW8320.4 SW 492,256 SW8320.0 6,973 SW8340.4 SW 6,973 SW8340.0 SW SW SW SW SW 548,015 5\-19055.8 1,347 SW9030.8 314 SW9040.8 452 SW9089.8 2,113 179,350 SW9710.6 26,786 SW9730 .6. 206,136 64 FOR THE .FISCAL YEAR ENDED 1996 23.311 18.308 41.619 490.230 490,?iO 6.973 6,973 538.822 21 1,466 352 344 2,183 181.350 27,000 208,350 J TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SW) WATER RESULTS OF OPERATIONS FOR THE FISCAL EDP FOR THE FISCAL DESCRIPTION YEAR ENDED 1995 CODE YEAR ENDED 1996 DETAIL EXPENDITURES AND OTHER USES DEBT INTEREST, SERIAL BONDS $115,705 SW9710.7 $ 10'1,11811 DEBT INTEREST, BOND ANTICIPATION NOTES 13,672 SW9730.7 14,074 TOTAL DEBT INTEREST 129,377 119,760 TRANS TO CAPITAL SW9950.9 36,750 TOTAL EXPENDITURES 885,641 905,865 TOTAL DETAIL EXPENDITURES AND OTHER USES 885,641 905 ,865 65 .) .. TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SW) WATER RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ANALYSIS OF CHANGES IN FUND EQUITY FUND EQUITY-BEGINNING OF YEAR* PRIOR PERIOD ADJ-INCREASE TO FUND EQUITY PRIOR PERIOD ADJ - DECREASE IN FUND EQUITY RESTATED FUND EQUITY - BEG OF YEAR ADD - REVENUES AND OTHER SOURCES DEDUCT - EXPENDITURES AND OTHER USES FUND EQUITY-END OF YEAR* $120,533 SW8021 $146,611 o SW8012 o SW8015 120,533 SW8022 146.611 911,719 965.238 885,641 146,611 SW8029 905,865 205,984 * TOTAL INCLUDES RESERVED AND UNRESERVED FUND BALANCE IN GOVERNMENTAL FUNDS, OR RETAINED EARNINGS OR FUND EQUITY FOR PROPRIETARY FUNDS. ADJUSTMENTS TO BEGINNING FUND EQUITY RESULTING FROM A CORRECTION OF A PRIOR YEAR'S ACCOUNTING ERROR SHOULD BE REPORTED AS A PRIOR PERIOD ADJUSTMENT. 66 . .; TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SW) WATER SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ESTIMATED REVENUES AND OTHER SOURCES TOTAL ESTIMATED REVENUES $335,230 SW1049M $ 523,256 SW1299M 1,840 SW2499M SW 2665 M SW - M 860,326 56,245 SW 599M SW - M SW - M 56,245 - M M 916,571 364,505 544,086 EST REV - REAL PROPERTY TAXES EST REV - DEPARTMENTAL INCOME EST REV - USE OF MONEY AND PROPERTY SALE EQUIP. 4,300 800 913.691 APPROPRIATED FUND BALANCE 28,717 TOTAL ESTIMATED OTHER SOURCES 56,245 TOTAL ESTIMATED REVENUES AND OTHER SOURCES 942,408 67 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SW) WATER SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 APPROPRIATIONS APP - HOME AND COMMUNITY SERVICES APP-EMPLOYEE BENEFITS APP - DEBT SERVICE TRANS TO r.APTTAT. TOTAL ESTIMATED EXPENDITURES $577,935 SW8999M $ 2,406 SW9199M 336,230 SW9899M SW9950 M SW - M 916,571 - M - M 916,571 574.586 2.457 328,615 36,750 TOTAL APPROPRIATIONS 942,408 68 .} TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SM) MISCELLANEOUS BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ASSETS TOTAL CASH $0 SM 200 $ 40,046 SM 201 41,514 SM - SM - 40,046 41.514 CASH CASH IN TIME DEPOSITS TOTAL ASSETS 40,046 41,514 69 .; TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SM) MISCELLANEOUS BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE LIABILITIES AND FUND EQUITY ACCOUNTS PAYABLE $0 SM 600 $ SM - SM - TOTAL ACCOUNTS PAYABLE 0 DUE TO OTHER FUNDS 0 SM 630 SM - SM - TOTAL DUE TO OTHER FUNDS 0 TOTAL TOTAL FUND EQUITY 40,046 TOTAL LIABILITIES AND FUND EQUITY 40,046 70 FOR THE FISCAL YEAR ENDED 1996 41.514 41.514 ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SM) MISCELLANEOUS RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL REVENUES AND OTHER SOURCES REAL PROPERTY TAXES SPECIAL ASSESSMENTS TOTAL REAL PROPERTY TAXES INTEREST AND EARNINGS TOTAL USE OF MONEY AND PROPERTY TOTAL TOTAL REVENUES TOTAL DETAIL REVENUES AND OTHER SOURCES $230,096 SM1001 37 SM1030 SM_ SM_ 230,133 2,809 SM2401 SM_ SM_ 2,809 232,942 232,942 71 FOR THE FISCAL YEAR ENDED 1996 $ 229,850 1!1 229,889 3,278 3,278 233,167 233.167 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SM) MISCELLANEOUS RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL EXPENDITURES AND OTHER USES AMBULANCE, CONTR EXPEND $196,700 SM4540.4 $ SM 196,700 SM4540.0 SM SM SM SM SM 196,700 196,700 196,700 TOTAL AMBULANCE TOTAL HEALTH TOTAL EXPENDITURES TOTAL DETAIL EXPENDITURES AND OTHER USES 72 FOR THE FISCAL YEAR ENDED 1996 231,700 231.700 231,700 231,700 231,700 ; ,j TOWN OF WAPPINGER . ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SM) MISCELLANEOUS RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ANALYSIS OF CHANGES IN FUND EQUITY FUND EQUITY -BEGINNING OF YEAR* $3,804 SM8021 PRIOR PERIOD ADJ.- INCREASE IN FUND EQUITY 0 SM8012 PRIOR PERIOD ADJ - DECREASE IN FUND EQUITY 0 SM8015 RESTATED FUND EQUITY - BEG OF YEAR 3,804 SM8022 ADD - REVENUES AND OTHER SOURCES 232,942 DEDUCT - EXPENDITURES AND OTHER USES 196,700 FUND EQUITY - END OF YEAR* 40,046 5MB029 $40,046 233,167 231,700 41,513 * TOTAL INCLUDES RESERVED AND UNRESERVED FUND BALANCE IN GOVERNMENTAL FUNDS, OR RETAINED EARNINGS OR FUND EQUITY FOR PROPRIETARY FUNDS. ADJUSTMENTS TO BEGINNING FUND EQUITY RESULTING FROM A CORRECTION OF A PRIOR YEAR'S ACCOUNTING ERROR SHOULD BE REPORTED AS A PRIOR PERIOD ADJUSTMENT. 73 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 $230,096 SM1049M $ SM2401 M SM - M 230,096 1,604 SM 599M SM - M SM - M 1,604 - M M (SM) MISCELLANEOUS SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 ESTIMATED REVENUES AND OTHER SOURCES REAL PROPERTY TAXES INTEREST & EARNINGS TOTAL ESTIMATED REVENUES APPROPRIATED FUND BALANCE TOTAL ESTIMATED OTHER SOURCES TOTAL ESTIMATED REVENUES AND OTHER SOURCES 231,700 74 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ??q R~n 1;850 231,700 - 0 - 231,700 231,700 , ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (SM) MISCELLANEOUS SUMMARY OF FINAL BUDGET AS MODIFIED DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE APPROPRIATIONS HEALTH $231,700 SM4999M $ SM - M SM - M 231,700 - M M 231,700 TOTAL ESTIMATED EXPENDITURES TOTAL APPROPRIATIONS 75 FOR THE FISCAL YEAR ENDED 1996 231.700 231,700 2::l1 7nn , I -l TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (H) CAPITAL PROJECTS BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE ASSETS CASH CASH IN TIME DEPOSITS $0 H200 1,627,462 H201 H - H - 1,627,462 1,246,765 H450 H - H - 1,246,765 H391 2,874,227 TOTAL CASH INVESTMENTS IN SECURITIES TOTAL INVESTMENTS DUE FROM OTHER FUNDS TOTAL ASSETS 76 FOR THE FISCAL YEAR ENDED 1996 $ 1,462.416 1,462,416 1.353.171 46 2.815.633 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (H) CAPITAL PROJECTS BALANCE SHEET DESCRIPTION LIABILITIES AND FUND EQUITY ACCOUNTS PAYABLE TOTAL ACCOUNTS PAYABLE RETAINED PERCENTAGES, CO NT PAY TOTAL RETAINED PERCENTAGES BOND ANTICIPATION NOTES PAYABLE TOTAL NOTES PAYABLE DUE TO OTHER FUNDS TOTAL DUE TO OTHER FUNDS TOTAL TOTAL LIABILITIES UNRESERVED FUND BALANCE UNAPPROPRIATED TOTAL UNRESERVED FUND BALANCE - UNAPPROPRIATED TOTAL TOTAL FUND EQUITY FOR THE FISCAL YEAR ENDED 1995 $78,930 78,930 71,592 71,592 2,798,000 2,798,000 35,000 35,000 2,983,522 -109,295 -109,295 -109,295 77 EDP CODE H600 H_ H_ H605 H_ H_ H626 H_ H H630 H_ H H911 H_ H_ FOR THE FISCAL YEAR ENDED 1996 $ 365,812 365,812 34,190 34,190 3,104,000 3,104,000 46 46 3.504.048 -688.415 -688,415 -688,415 , .} (H) CAPITAL PROJECTS BALANCE SHEET DESCRIPTION TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 FOR THE FISCAL YEAR ENDED 1995 LIABILITIES AND FUND EQUITY TOTAL LIABILITIES AND FUND EQUITY 2,874,227 78 EDP CODE FOR THE FISCAL YEAR ENDED 1996 $ 2.815.633 } J TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (H) CAPITAL PROJECTS RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE DETAIL REVENUES AND OTHER SOURCES INTEREST AND EARNINGS TOTAL USE OF MONEY AND PROPERTY INTER FUND TRANS TOTAL TOTAL REVENUES SERIAL BONDS BANS REDEEMED FROM APPROPRIATIONS TOTAL PROCEEDS OF OBLIGATIONS TOTAL TOTAL OTHER SOURCES TOTAL DETAIL REVENUES AND OTHER SOURCES $157,834 H2401 H - H - 157,834 H5031 157,834 7,584,277 H5710 117,000 H5731 H - H - 7,701,277 7,701,277 7,859,111 79 FOR THE FISCAL YEAR ENDED 1996 $ 117,644 117,644 130,750 130,750 248,394 2,228,079 207,000 2,435~079 2,435,079 2,683,473 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (H) CAPITAL PROJECTS RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 DETAIL EXPENDITURES AND OTHER USES ENGINEER, EQUIP & CAP OUTLAY BUILDINGS, EQUIP & CAP OUTLAY OTHER GEN GOVT SUPPORT, EQUIP & CAP OUTLAY HIGHWAY EQUIPMENT TOTAL GENERAL GOVERNMENT SUPPORT SEWER ADMINISTRATION, EQUIP & CAP OUTLAY SANITARY SEWERS, EQUIP & CAP OUTLAY SEWAGE TREAT DISP, EQUIP & CAP OUTLAY WATER ADMINISTRATION, EQUIP & CAP OUTLAY SOURCE SUPPLY PWR & PUMP, EQUP & CAP OUTLA DRAINAGE, EQUIP & CAP OUTLAY TOTAL HOME AND COMMUNITY SERVICES $241,910 H1440.2 $ 1,172,720 H1620.2 71,146 H1989.2 H H 5132.2 H H H EDP CODE 1,485,776 7,840 H8110.2 912,696 H8120.2 6,051,917 H8130.2 362 H8310.2 9,600 H8320.2 15,074 H8540.2 H H H H H 6,997,489 80 FOR THE FISCAL YEAR ENDED 1996 221,105 2,599 118,462 206,382 548,548 4,661 108,190 2,225,170 11,883 364,141 2,714,045 f (H) CAPITAL PROJECTS RESULTS OF OPERATIONS TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 81 ~ TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 CH) CAPITAL PROJECTS RESULTS OF OPERATIONS DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ANALYSIS OF CHANGES IN FUND EQUITY FUND EQUITY - BEGINNING OF YEAR* PRIOR PERIOD ADJ.- INCREASE IN FUND EQUITY PRIOR PERIOD ADJ - DECREASE IN FUND EQUITY RESTATED FUND EQUITY - BEG OF YEAR ADD - REVENUES AND OTHER SOURCES DEDUCT - EXPENDITURES AND OTHER USES FUND EQUITY - END OF YEAR* $628,150 H8021 $-109,295 69,600 H8012 47,606 H8015 650,144 H8022 8,618,550 -109,295 H8029 2.683,473 3,262,593 - 688,415 7,859,111 * TOTAL INCLUDES RESERVED AND UNRESERVED FUND BALANCE IN GOVERNMENTAL FUNDS, OR RETAINED EARNINGS OR FUND EQUITY FOR PROPRIETARY FUNDS. ADJUSTMENTS TO BEGINNING FUND EQUITY RESULTING FROM A CORRECTION OF A PRIOR YEAR'S ACCOUNTING ERROR SHOULD BE REPORTED AS A PRIOR PERIOD ADJUSTMENT. 82 } .. TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (TA) AGENCY BALANCE SHEET DESCRIPTION ASSETS TIME DEPOSITS TOTAL CASH TOTAL ASSETS FOR THE FISCAL YEAR ENDED 1995 EDP CODE $337,160 TA 201 TA_ TA_ 337,160 337,160 83 FOR THE FISCAL YEAR ~NDED 1996 $ 331,352 331,352 331,352 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (TA) AGENCY BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 LIABILITIES TOTAL AGENCY LIABILITIES $159,074 TA 30 $ 164,424 178,086 TA 85 165,510 TA~ 1,418 TA - 337,160 331,352 GUARANTY & BID DEPOSITS OTHER FUNDS (SPECIFY) TOTAL TOTAL LIABILITIES 331,352 337,160 84 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (K) GENERAL FIXED ASSETS BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 ASSETS TOTAL ASSETS $5,106,650 KI0l $ 5,129,650 6,195,313 KI02 6,197,705 2,886,793 KI03 2,900,677 2,261,505 KI04 2,600,246 K K 16,450,261 16,828,278 LAND BUILDINGS IMPROVEMENTS OTHER THAN BUILDINGS MACHINERY & EQUIPMENT 85 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (K) GENERAL FIXED ASSETS BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 INVESTMENT IN GENERAL FIXED ASSETS INVEST GENERAL FXD ASSETS-OTHER TOTAL INVESTMENT IN GENERAL FIXED ASSETS $16,450,261 16,450,261 86 EDP CODE K158 K_ K_ FOR THE FISCAL YEAR ENDED 1996 $ 16,828,278 16.828.278 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (W) GENERAL LONG-TERM DEBT BALANCE SHEET DESCRIPTION ASSETS AMTS TO BE PROV FOR LONG-TERM TOTAL ASSETS FOR THE FISCAL YEAR ENDED 1995 $22,197,505 22,197,505 87 EDP CODE W125 W_ W_ FOR THE FISCAL YEAR ENDED 1996 $ 23.470.734 23,470,734 TOWN OF WAPPINGER ANNUAL UPDATE DOCUMENT FOR THE FISCAL YEAR ENDED 1996 (W) GENERAL LONG-TERM DEBT BALANCE SHEET DESCRIPTION FOR THE FISCAL YEAR ENDED 1995 EDP CODE FOR THE FISCAL YEAR ENDED 1996 LIABILITIES TOTAL OTHER LIABILITIES $258,505 W687 $ 279.734 W - W - 258,505 279,734 21,939,000 W628 6.776.000 W~ 5.245,000 W.6J.L 11.170.000 21,939,000 23,191,000 COMPENSATED ABSENCES BONDS PAYABLE STATE REVOT.VTNG FUND/TRANS STATE REVOT.VTNG FTTND/PT.ANT TOTAL BOND AND LONG TERM LIABILITIES TOTAL TOTAL LIABILITIES 22,197,505 23.470.734 88 NI~ STATEMENT OF INDEBTEDNESS WATER AND OTHER PURPOSES EXEMPT FROM CONSTITUTIONAL DEBT LIMIT TAX ANTICIPATION NOTES LIST SEPARATELY BY DATE OF ISSUE EDPCODE AMOUNT TAX ANTICIPATION NOTE NO. 1 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) 2P18611 $ 2P18613 $ 2P18615 $ IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I ITAX ANTICIPATION NOTE NO.2 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) 2P18617 $ 2P18611 $ 2P18613 $ 2P18615 $ IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I ITAX ANTICIPATION NOTE NO.3 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) 2P18617 $ 2P18611 $ 2P18613 $ 2P18615 $ IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I 2P18617 $ I I I ' TOTAL TAX ANTICIPATION NOTES AMOUNT OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR PAID DURING FISCAL YEAR OUTSTANDING END OF FISCAL YEAR $ $ $ $ 90 j rlJA STATEMENT OF INDEBTEDNESS WATER AND OTHER PURPOSES EXEMPT FROM CONSTITUTIONAL DEBT LIMIT REVENUE ANTICIPATION NOTES I ILIST SEPARATELY BY DATE OF ISSUE I IREVENUE ANTICIPATION NOTE NO.1 I !MONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) EDPCODE AMOUNT 2P18621 $ 2P18623 $ 2P18625 $ 10UTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IREVENUE ANTICIPATION NOTE NO.2 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) 2P18627 $ 2P18621 $ 2P18623 $ 2P18625 $ IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IREVENUE ANTICIPATION NOTE NO.3 I IMONTH AND YEAR OF ISSUE /CURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) /PAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) 2P18627 $ 2P18621 $ 2P18623 $ 2P18625 $ IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE / 2P18627 $ TOTAL REVENUE ANTICIPATION NOTES AMOUNT OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR PAID DURING FISCAL YEAR OUTSTANDING END OF FISCAL YEAR $ $ $ $ 91 tJ\f\ STATEMENT OF INDEBTEDNESS WATER AND OTHER PURPOSES EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BUDGET NOTES LIST SEPARATELY BY DATE OF ISSUE EDPCODE AMOUNT BUDGET NOTE NO. I MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR 2Pl8631 $ ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) 2Pl8633 $ PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) 2Pl8635 $ OUTSTANDING END OF FISCAL YEAR 2Pl8637 $ FINAL MATURITY DATE BUDGET NOTE NO. 2 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR 2Pl8631 $ ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) 2Pl8633 $ PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) 2Pl8635 $ OUTSTANDING END OF FISCAL YEAR 2Pl8637 $ FINAL MATURITY DATE BUDGET NOTE NO. 3 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR 2Pl8631 $ ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) 2Pl8633 $ PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) 2Pl8635 $ 10UTSTANDING END OF FISCAL YEAR 2Pl8637 $ IFINAL MATURITY DATE I TOTAL BUDGET NOTES AMOUNT OUTSTANDING BEGINNING OF YEAR $ ISSUED DURING FISCAL YEAR $ PAID DURING FISCAL YEAR $ OUTSTANDING END OF FISCAL YEAR $ 92 , ) ~I~ STATEMENT OF INDEBTEDNESS WATER AND OTHER PURPOSES EXEMPT FROM CONSTITUTIONAL DEBT LIMIT CAPITAL NOTES LIST SEPARATELY BY DATE OF ISSUE EDPCODE AMOUNT CAPITAL NOTE NO. 1 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) $ $ $ OUTSTANDING END OF FISCAL YEAR FINAL MATURITY DATE 2P4 57 $ CAPITAL NOTE NO.2 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) $ $ $ OUTSTANDING END OF FISCAL YEAR FINAL MATURITY DATE 2P4 57 $ CAPITAL NOTE NO. 3 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) $ $ $ 10UTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I 2P4 57 $ TOTAL CAPITAL NOTES AMOUNT OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR PAID DURING FISCAL YEAR OUTSTANDING END OF FISCAL YEAR 2P18651 2P18653 2P18655 2P18657 93 STATEMENT OF INDEBTEDNESS WATER AND OTHER PURPOSES EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BOND ANTICIPATION NOTES LIST SEPARATELY BY DATE OF ISSUE EDPCODE AMOUNT BOND ANTICIPATION NOTE NO. 1 OUTSTANDING END OF FISCAL YEAR FINAL MATURITY DATE 7/95 4.25% $ 2.408.000 $ 403.000 $ 207.000 2P4 67 $ 2.604.000 7/96 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) BOND ANTICIPATION NOTE NO.2 9/96 3.96% MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR $ ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) $ PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) $ OUTSTANDING END OF FISCAL YEAR 2P4 67 $ FINAL MATURITY DATE BOND ANTICIPATION NOTE NO. 3 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR $ ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) $ PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) $ IOUTSTANDING END OF FISCAL YEAR 2P4 67 $ IFINAL MATURITY DATE I 200.000 200.000 7/97 94 I .} STATEMENT OF INDEBTEDNESS WATER AND OTHER PURPOSES EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BOND ANTICIPATION NOTES LIST SEPARATELY BY DATE OF ISSUE EDPCODE AMOUNT BOND ANTICIPATION NOTE NO.4 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR $ ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) $ PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) $ 10UTSTANDING END OF FISCAL YEAR 2P4 67 $ IFINAL MATURITY DATE I IBOND ANTICIPATION NOTE NO. S I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR $ IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) $ IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) $ 10UTSTANDING END OF FISCAL YEAR 2P4 67 $ IFINAL MATURITY DATE I IBOND ANTICIPATION NOTE NO. 6 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR $ IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) $ IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) $ 10UTSTANDING END OF FISCAL YEAR 2P4 67 $ IFINAL MATURITY DATE I TOTAL BOND ANTICIPATION NOTES AMOUNT OUTSTANDING BEGINNING OF YEAR 2P18661 $ 2.408.000 ISSUED DURING FISCAL YEAR 2P18663 $ 603.000 PAID DURING FISCAL YEAR 2P18665 $ 207.000 OUTSTANDING END OF FISCAL YEAR 2P18667 $ 2,804.000 *** BOND ANTICIPATION NOTES REDEEMED FROM BOND PROCEEDS DURING FISCAL YEAR 2P18885 $ 95 . STATEMENT OF INDEBTEDNESS WATER AND OTHER PURPOSES EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BONDS I ILIST SEPARATELY BY DATE OF ISSUE I IBOND NO.1 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR EDPCODE AMOUNT IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO.2 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 9/71 5.0% 2P18671 $ 26.400 2P18673 $ 2P18675 $ 6.600 2P18677 $ 19.800 9/99 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO.3 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 2/73 5.0% 2P18671 $ ?4.nnn 2P18673 $ 2P18675 $ 3.000 2P18677 $ 21. 000 2/2003 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO.4 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 3/74 5.80% 2P18671 $ 284.000 2P18673 $ 2P18675 $ 35.500 2P18677 $ 248.500 I 2/2003 I I I I 5/77 I 5.375% I 2P18671 $ 1.893.000 I 2P18673 $ I 2P18675 $ 210.000 J 2P18677 $ 1.683.000 12/2004 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I 96 ~ ~ STATEMENT OF INDEBTEDNESS WATER AND OTHER PURPOSES EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BONDS I ILIST SEPARATELY BY DATE OF ISSUE I IBOND NO.5 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR EDPCODE AMOUNT 5/78 6.10% 2P18671 $ 104,550 2P18673 $ 2P18675 $ 34,850 2P18677 $ 69,700 5/98 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I I BOND NO. 6 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO.7 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 12/85 7.750% 2P18671 $ 299,500 2P18673 $ 2P18675 $ 21.050 2P18677 $ 278,450 12/2005 5/87 6.30% 2P18671 $ 17s,Rnn 2P18673 $ 2P18675 $ 27.000 2P18677 $ 148.800 5/2002 AMOUNT $ $ $ $ IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I TOTAL BONDS OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR PAID DURING FISCAL YEAR OUTSTANDING END OF FISCAL YEAR 97 STATEMENT OF INDEBTEDNESS WATER"AND OTHER PURPOSES EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BONDS I ILIST SEPARATELY BY DATE OF ISSUE I IBOND NO.8 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR EDPCODE AMOUNT IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO.9 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 8/91 6.50% 2P18671 $ l,067.000 2P18673 $ 2P18675 $ .57.000 2P18677 $ 1.010.000 . 8/2011 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I I BOND NO. 10 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 11/92 3.0% 2P18671 ~ 5.505.000 2P18673 $ 2P18675 $ 260,000 2P18677 $ 5 .245 .0QOr 9/2012 \OUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO. 11 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 12/94 5.63570 2P18671 ~ 8,330.000 2P18673 $ 2P18675 $ 325.000 2P18677 $ 8,005,000 5/2015 2P18671 2P18673 2P18675 5/95 6.0% $ 2,610,054 :? $ 95,054 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I 2P18677 $~15,OOO ~1.L201 "i TOTAL BONDS Ml 0 U NT OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR PAID DURING FISCAL YEAR OUTSTANDING END OF FISCAL YEAR $20.319.3D1L- $ $ 1..075,054 $)~4,250 H~ STATEMENT OF INDEBTEDNESS INDEBTEDNESS NOT EXEMPT FROM CONSTITUTIONAL DEBT"LIMIT CAPITAL NOTES I ILIST SEPARATELY BY DATE OF ISSUE I ICAPITAL NOTE NO.1 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) EDPCODE AMOUNT 2P18751 $ 2P18753 $ 2P18755 $ 10UTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I ICAPITAL NOTE NO.2 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) 2P18757 $ 2P18751 $ 2P18753 $ 2P18755 $ OUTSTANDING END OF FISCAL YEAR FINAL MATURITY DATE 2P18757 $ CAPITAL NOTE NO.3 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) PAID DURING FIScAL YEAR (DO NOT INCLUDE RENEWALS HERE) 2P18751 $ 2P18753 $ 2P18755 $ 2P18757 $ AMOUNT $ $ $ $ 10UTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I TOTAL CAPITAL NOTES OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR PAID DURING FISCAL YEAR OUTSTANDING END OF FISCAL YEAR 98 ~ STATEMENT OF INDEBTEDNESS INDEBTEDNESS NOT EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BOND ANTICIPATION NOTES LIST SEPARATELY BY DATE OF ISSUE EDPCODE AMOUNT BOND ANTICIPATION NOTE NO. 1 2P18761 7/95 3.79% 390.000 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) $ 2P18763 $ 2P18765 $ 90,000 10UTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND ANTICIPATION NOTE NO.2 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I CDO NOT INCLUDE RENEWALS HERE) IPAID DURING FISCAL YEAR I CDO NOT INCLUDE RENEWALS HERE) 2P18767 $ 300.000 7/97 2P18761 $ 2P18763 $ 2P18765 $ 10UTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND ANTICIPATION NOTE NO.3 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) 2P18767 $ 2P18761 $ 2P18763 $ 2P18765 $ 10UTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I 2P18767 $ 99 ~ STATEMENT OF INDEBTEDNESS INDEBTEDNESS NOT EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BOND ANTICIPATION NOTES LIST SEPARATELY BY DATE OF ISSUE EDPCODE AMOUNT BOND ANTICIPATION NOTE NO.4 MONTH AND YEAR OF ISSUE CURRENT INTEREST RATE OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) PAID DURING FISCAL YEAR (DO NOT INCLUDE RENEWALS HERE) 2P18761 $ 2P18763 $ 2P18765 $ 10UTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND ANTICIPATION NOTE NO.5 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) 2P18767 $ 2P18761 $ 2P18763 $ 2P18765 $ 10UTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND ANTICIPATION NOTE NO.6 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE 10UTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) IPAID DURING FISCAL YEAR I (DO NOT INCLUDE RENEWALS HERE) 2P18767 $ 2P18761 $ 2P18763 $ 2P18765 $ 10UTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I 2P18767 $ . TOTAL BOND ANTICIPATION NOTES AMOUNT OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR PAID DURING FISCAL YEAR OUTSTANDING END OF FISCAL YEAR *** BOND ANTICIPATION NOTES REDEEMED FROM BOND PROCEEDS DURING FISCAL YEAR $ 390.000 $ -0- $ 90.000 $ 300.000 2P18885 $ 100 c STATEMENT OF INDEBTEDNESS INDEBTEDNESS NOT EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BONDS I ILIST SEPARATELY BY DATE OF ISSUE I I BOND NO. 1 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR EDPCODE AMOUNT 2P18771 2P18773 2P18775 . 9/71 5.0% $ 173.600 $ $ 43.400 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO.2 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 2P18777 $ 130.200 3/99 2P18771 2P18773 2P18775 3/74 ') RO'7.:: $ 116.000 $ $ 14.500 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO.3 I IMONTH AND YEAR OF ISSUE /CURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 2P18777 $ 101.500 3/2003 2P18771 2P18773 2P18775 ') /77 5.375% $ 132.000 $ $ 15.000 /OUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO.4 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 2P18777 $ 117.000 5/2004 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE , 5/78 n. 10'7.:: 2P18771 $ 45.450 2P18773 $ 2P18775 $ 15.150 2P18777 $ 30.300 5/98 101 f STATEMENT OF INDEBTEDNESS INDEBTEDNESS NOT EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BONDS I ILISTSEPARATELY BY DATE OF ISSUE I IBOND NO.5 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR EDPCODE .AMOUNT IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO.6 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 12/R'1 7.750% 2P18771 $ 410,'i00 2P18773 $ 2P18775 $ 28.950 2P18777 $ 381.550 6/200'1 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO.7 I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 5/87 6.30% 2P18771 $ 7Q,?OO 2P18773 $ 2P18775 $ 18.000 2P18777 $ 61. 200 'i/?OW 8/91 6.50% 2P18771 $ 1.813.000 2P18773 $ 2P18775 $ 103.000 2P18777 $ 1.710.000 8/2011 AMOUNT $ $ $ $ IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I TOTAL BONDS OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR PAID DURING FISCAL YEAR OUTSTANDING END OF FISCAL YEAR 102 f" STATEMENT OF INDEBTEDNESS INDEBTEDNESS NOT EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BONDS I ILISTSEPARATELY BY DATE OF ISSUE I IBOND NO.8 I IMONTH AND YEAR OF ISSUE /CURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR EDPCODE AMOUNT /OUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO. I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE /OUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR /PAID DURING FISCAL YEAR 10/94 6.0% 2P18771 $ 1. 460,000 2P18773 $ 2P18775 $ 45,000 2P18777 $ 1.415.000 10/2014 2P18771 2P18773 2P18775 $ $ $ IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I IBOND NO. I IMONTH AND YEAR OF ISSUE /CURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR 2P18777 $ 2P18771 2P18773 2P18775 $ $ $ IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I 2P18777 $ TOTAL BONDS AMOUNT OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR PAID DURING FISCAL YEAR OUTSTANDING END OF FISCAL YEAR $ 4,229.7')0 $ $ 283.000 $ 3.946.750 ID2A STATEMENT OF INDEBTEDNESS INDEBTEDNESS NOT EXEMPT FROM CONSTITUTIONAL DEBT LIMIT STATE OR AUTHORITY LOANS I ISTATE OR AUTHORITY LOANS I IMONTH AND YEAR OF ISSUE ICURRENT INTEREST RATE IOUTSTANDING BEGINNING OF YEAR IISSUED DURING FISCAL YEAR IPAID DURING FISCAL YEAR EDPCODE AMOUNT 2P18791 2P18793 2P18795 IOUTSTANDING END OF FISCAL YEAR IFINAL MATURITY DATE I 2P18797 $ $ $ $ ************************************************************************** ************************************************************************** TOTAL OF ALL INDEBTEDNESS INCLUDES TOTAL OF ALL BONDS AND NOTES - EXEMPT AND NOT EXEMPT OUTSTANDING BEGINNING OF YEAR ISSUED DURING FISCAL YEAR PAID DURING FISCAL YEAR OUTSTANDING END OF FISCAL YEAR 103 $ 27.347.0S4 $ 603.000 $ 1.6SS.0S4 $ 26.295.000 .} ~lf'r OSC DATA ENTRY DO NOT KEY INDEBTEDNESS BY PURPOSE FOR CAPITAL NOTES AND BOND ANTICIPATION NOTES EXEMPT FROM CONSTITUTIONAL DEBT LIMIT BREAKDOWN OF OUTSTANDING BALANCE BY PURPOSE OTHER (PLEASE SPECIFY) EXEMPT I DATE OF FROM DEBT\ISSUE OR LIMIT ILATEST IRENEWAL IMONTH/YR I I I I I SANITARY SEWER 81 WATER 83 TAX INCREMENT FINANCING 20 FOR EACH OF THE OUTSTANDING NON-CHARGEABLE BOND ANTICIPATION NOTES AND CAPITAL NOTES, PLEASE PUT THE OUTSTANDING AMOUNTS UNDER THE APPROPRIATE COLUMN HEADINGS. THESE AMOUNTS MUST BE IN WHOLE DOLLARS ONLY 104 ~1~ ~ .} MATURITY SCHEDULE w\~ USE ONLY FOR BONDS ISSUED DURING THE FISCAL YEAR (CONTINUED) EDPCODE .:, TOWN OF WAPPINGER STATEMENT OF INDEBTEDNESS SCHEDULE FOR REPORTING VARIABLE RATE, DISCOUNTED, AND/OR NEGOTIATED BONDS & NOTES (PLEASE COMPLETE A SEPARATE SCHEDULE FOR EACH DEBT ISSUE) FISCAL YEAR ENDED 1996 ONLY CCODE EDP CODE AMOUNT TYPE OF DEBT INSTRUMENT: PLEASE ENTER 1 FOR A BOND, 2 FOR A BOND ANTICIPATION NOTE, OR 3 FOR OTHER NOTES. 6PKOD AMOUNT OF ISSUE 6PPR $ WAS THIS ISSUE SOLD COMPETITIVELY OR THROUGH NEGOTIATED SALE? PLEASE ENTER 1 IF SOLD COMPETITIVELY, 2 IF NEGOTIATED SALE. 6PTOS CREDIT RATING WHICH ORGANIZATION RATED THE ISSUE? PURPOSE OF ISSUE 6PDT _/ _/- 6PDM _/_/- 6PPU 6PPOI 6PTIR 6PIR % 6PPV $ 6PAI $ 6PSTP $ 6POID $ 6PUD $ 6PLC $ 6PLF $ 6POCI $ 6PTC $ 6PNP $ DATE OF ISSUE MONTH, DAY AND YEAR OF FINAL MATURITY LOCAL FINANCE LAW SECTION 11 SUBSECTION AUTHORIZING ISSUANCE TYPE OF INTEREST RATE: PLEASE ENTER 1 IF FIXED, 2 IF VARIABLE, 3 IF SOLD AT DISCOUNT. INTEREST RATE ON DATE OF ISSUE PAR VALUE PREMIUM AND ACCRUED INTEREST AMOUNT OF SALE/TOTAL PROCEEDS LESS: COST OF ISSUANCE ORIGINAL ISSUE DISCOUNT UNDERWRITERS DISCOUNT LETTER OF CREDIT LIQUIDITY FACILITY OTHER COSTS OF ISSUANCE TOTAL COSTS OF ISSUANCE NET PROCEEDS AVAILABLE FOR PURPOSE OF ISSUE 107 c TOWN OF WAPPINGER SCHEDULE FOR REPORTING ALL INSTALLMENT PURCHASE CONTRACTS/CERTIFICATES OF PARTICIPATION (COPS) (COMPLETE A SEPARATE SET OF FORMS FOR EACH TRANSACTION) FISCAL YEAR ENDED 1996 ONLY Nl~ _0 PURCHASE CONTRACTS CCODE EDPCODE AMOUNT ------------------ PURPOSE 3PPIO (IDENTIFY CAPITAL IMPROVEMENT/PURCHASE) NAME OF VENDOR PLEASE ENTER 1 IF THE CONTRACT WAS FINANCED BY VENDOR FINANCING OR ENTER 2 IF NON-VENDOR THIRD PARTY FINANCING WAS UTILIZED. 3PVEND COST OF CAPITAL IMPROVEMENT (EXCLUDING FINANCING COST) 3PCCI $ DATE OF CONTRACT 3PDC _/ _/- DATE OF FIRST PAYMENT ON CONTRACT 3PFP _/ _/- DATE OF LAST PAYMENT ON CONTRACT 3PLP _/ _/- FINANCING TERMS DOWNPAYMENT 3PDP $ INTEREST RATE SET FORTH IN INSTALLMENT PURCHASE CONTRACT 3PIPIR % TOTAL PRINCIPAL AMOUNT OF INSTALLMENT PURCHASE CONTRACT (EXCLUDING INTEREST) 3PAIPC $ AMOUNT OF CURRENT YEAR PRINCIPAL PAYMENT ON CONTRACT 3PCYPP $ (PLEASE COMPLETE AN AMORTIZATION SCHEDULE ON THE FOLLOWING PAGE FOR EACH INSTALLMENT PURCHASE CONTRACT.) TOTAL AMOUNT OF UNPAID PERIODIC PAYMENTS (EXCLUDING INTEREST) OUTSTANDING AT THE END OF THE CURRENT YEAR 3PUPP $ LENGTH OF THE INSTALLMENT PURCHASE CONTRACT 3PLIPC YRS CERTIFICATES OF PARTICIPATION (COPS) ------------------------------------ WERE COPS ISSUED IN CONNECTION WITH THIS INSTALLMENT PURCHASE CONTRACT? (PLEASE ENTER 1 IF YES, 2 IF NO.) 3PCOPS IF COPS WERE ISSUED, WERE THEY SOLD AT A COMPETITIVE OR NEGOTIATED SALE? (PLEASE ENTER 1 IF COMPETITIVE, 2 IF NEGOTIATED.) 3PCOPCN NAME OF ISSUER OF COPS 3PCOPNM AMOUNT OF COPS ISSUED 3PCOPPR $ NET INTEREST RATE FOR COPS 3PCOPIR % WAS THIS AN AGGREGATED OR POOLED ARRANGEMENT? (PLEASE ENTER 1 IF AGGREGATED, 2 IF POOLED, OR 3 IF NEITHER.) 108 3PCOPAP TOWN OF WAPPINGER AMORTIZATION SCHEDULE FOR INSTALLMENT PURCHASE CONTRACTS Nl~ AMOUNT OF PRINCIPAL TO BE REDEEMED IN (THE LAST TWO YEARS OF THE EDP CODE CORRESPOND TO THE FISCAL YEAR ENDl CCODE CCODE EDPCODE PRINCIPAL AMOUNT DUE EDPCODE 3P96 3P11 3P97 3P12 3P98 3P13 3P99 3P14 3POO 3P15 3P01 3P16 3P02 3P17 3P03 3P18 3P04 3P19 3P05 3P20 3P06 3P21 3P07 3P22 3P08 3P23 3P09 3P24 3P10 3P25 109 PRINCIPAL AMOUNT DUE f' SCHEDULE OF SECURITIES FOR COLLATERALIZATION GENERAL MUNICIPAL LAW SECTION 10 AS AMENDED BY CHAPTER 708 LAWS OF 1992 LISTS ELEVEN TYPES OF SECURITIES WHICH MAY BE PLEDGED FOR COLLATERALIZATION. PLEASE PUT A 1 IN THE RESPONSE COLUMN ON THE LINECS) NEXT TO THE TYPE(S) OF SECURITIES USED BY BANKS AS COLLATERAL FOR YOUR DEPOSITS. ELIGIBLE SECURITIES EDPCODE 1. OBLIGATIONS ISSUED BY THE UNITED STATES OF 9ZSEC01 AMERICA, AN AGENCY THEREOF OR A UNITED STATES SPONSORED CORPORATION OR OBLIGATIONS FULLY INSURED OR GUARANTEED AS TO THE PAYMENT OF PRINCIPAL AND INTEREST BY THE UNITED STATES OF AMERICA, AN AGENCY THEREOF OR A UNITED STATES GOVERNMENT SPONSORED CORPORATION. 2. OBLIGATIONS ISSUED OR FULLY GUARANTEED BY THE 9ZSEC02 INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPMENT, THE INTER-AMERICAN DEVELOPMENT BANK, THE ASIAN DEVELOPMENT BANK, AND THE AFRICAN DEVELOPMENT BANK. 3. OBLIGATIONS PARTIALLY INSURED OR GUARANTEED BY 9ZSEC03 ANY AGENCY OF THE UNITED STATES OF AMERICA, AT A PROPORTION OF THE MARKET VALUE OF THE OBLIGATION THAT REPRESENTS THE AMOUNT OF THE INSURANCE OR GUARANTY. 4. OBLIGATIONS ISSUED OR FULLY INSURED OR GUARANTEED BY THIS STATE, OBLIGATIONS BY A MUNICIPAL CORPORATION, SCHOOL DISTRICT OR DISTRICT CORPORATION OF THIS STATE OR OBLIGATIONS OF ANY PUBLIC BENEFIT CORPORATION WHICH UNDER A SPECIFIC STATE STATUTE MAY BE ACCEPTED AS SECURITY FOR DEPOSIT OF PUBLIC MONEYS. 9ZSEC04 5. OBLIGATIONS ISSUED BY STATES (OTHER THAN THIS 9ZSEC05 STATE) OF THE UNITED STATES RATED IN ONE OF THE THREE HIGHEST RATING CATEGORIES BY AT LEAST ONE NATIONALLY RECOGNIZED STATISTICAL RATING ORGANIZATION. 6. OBLIGATIONS OF PUERTO RICO RATED IN ONE OF 9ZSEC06 THREE HIGHEST RATINGS CATEGORIES BY AT LEAST ONE NATIONALLY RECOGNIZED STATISTICAL RATING ORGANIZATION. 110 RESPONSE 1 1 SCHEDULE OF SECURITIES FOR COLLATERALIZATION ELIGIBLE SECURITIES EDPCODE ------------------- 7. OBLIGATIONS OF COUNTIES, CITIES, AND OTHER 9ZSEC07 GOVERNMENTAL ENTITIES OF ANOTHER STATE HAVING THE POWER TO LEVY TAXES THAT ARE BACKED BY THE FULL FAITH AND CREDIT OF SUCH GOVERNMENTAL ENTITY AND RATED IN ONE OF THE THREE HIGHEST RATING CATEGORIES BY AT LEAST ONE NATIONALLY RECOGNIZED STATISTICAL RATING ORGANIZATION. 8. OBLIGATIONS OF DOMESTIC CORPORATIONS RATED IN 9ZSEC08 ONE OF THE TWO HIGHEST RATING CATEGORIES BY AT LEAST ONE NATIONALLY RECOGNIZED STATISTICAL RATING ORGANIZATION. 9. ANY MORTGAGE RELATED SECURITIES, AS DEFINED IN 9ZSEC09 THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED, WHICH MAY BE PURCHASED BY BANKS UNDER THE LIMITATIONS ESTABLISHED BY FEDERAL BANK REGULATORY AGENCIES. 10. COMMERCIAL PAPER AND BANKERS' ACCEPTANCES 9ZSECI0 ISSUED BY A BANK (OTHER THAN THE BANK WITH WHICH THE MONEY IS BEING DEPOSITED OR INVESTED) RATED IN THE HIGHEST SHORT-TERM CATEGORY BY AT LEAST ONE NATIONALLY RECOGNIZED STATISTICAL RATING ORGANIZATION AND HAVING MATURITIES OF NOT LONGER THAN SIXTY DAYS FROM THE DATE THEY ARE PLEDGED. 11. ZERO-COUPON OBLIGATIONS OF TEH UNITED STATES 9ZSECll GOVERNMENT MARKETED AS "TREASURY STRIPS." 12. LETTERS OF CREDIT 9ZSEC12 13. SURETY BONDS 9ZSEC13 III N/A RESPONSE r SCHEDULE OF TIME DEPOSITS AND INVESTMENTS OTHER THAN RESERVE FUNDS CASH: ON HAND DEMAND DEPOSITS TIME DEPOSITS TOTAL COLLATERAL: - FDIC INSURANCE - SECURITIES LOCATED: (1) IN POSSESSION OF MUNICIPALITY (2) HELD BY THIRD PARTY CUSTODIAL BANK (3) HELD BY TRADING COUNTER PARTNER INVESTMENTS: - SECURITIES (450) *BOOK VALUE (COST) *MARKET VALUE AT BALANCE SHEET DATE *SECURITIES LOCATED: (1) IN POSSESSION OF MUNICIPALITY (2) HELD BY THIRD PARTY CUSTODIAL BANK (3) HELD BY TRADING COUNTER PARTNER - REPURCHASE AGREEMENTS (451) *BOOK VALUE (COST) *MARKET VALUE AT BALANCE SHEET DATE *SECURITIES LOCATED: (1) IN POSSESSION OF MUNICIPALITY (2) HELD BY THIRD PARTY CUSTODIAL BANK (3) HELD BY TRADING COUNTER PARTNER 112 EDPCODE 9Z2001 9Z2021 9Z2011 9Z2014 9Z2014A 9Z2014B 9Z2014C 9Z4501 9Z4502 9Z4504A 9Z4504B 9Z4504C 9Z4511 9Z4512 9Z4514A 9Z4514B 9Z4514C AMOUNT 244 2.718.958 2.719.202 100.000 4.170.434 1,9R'i.l'iR 4,076,608 4.076.608 (' SCHEDULE OF TIME DEPOSITS AND INVESTMENTS RESERVE FUNDS CASH (ALL RESERVE FUNDS): ON HAND DEMAND DEPOSITS TIME DEPOSITS TOTAL COLLATERAL: - FDIC INSURANCE - SECURITIES LOCATED: (1) IN POSSESSION OF MUNICIPALITY (2) HELD BY THIRD PARTY CUSTODIAL BANK (3) HELD BY TRADING COUNTER PARTNER INVESTMENTS (ALL RESERVE FUNDS) - SECURITIES (450) *BOOK VALUE (COST) *MARKET VALUE AT BALANCE SHEET DATE *SECURITIES LOCATED: (1) IN POSSESSION OF MUNICIPALITY (2) HELD BY THIRD PARTY CUSTODIAL BANK (3) HELD BY TRADING COUNTER PARTNER - REPURCHASE AGREEMENTS (ALL RESERVE FUNDS) (451) *BOOK VALUE (COST) *MARKET VALUE AT BALANCE SHEET DATE *SECURITIES LOCATED: (1) POSSESSION OF MUNICIPALITY (2) HELD BY THIRD PARTY CUSTODIAL BANK (3) HELD BY TRADING COUNTER PARTNER 113 EDPCODE 9Z2301 9Z2311 9Z2321 9Z2324 9Z2324A 9Z2324B 9Z2324C 9Z4521 9Z4522 9Z4524A 9Z4524B 9Z4524C 9Z4531 9Z4532 9Z4534A 9Z4534B 9Z4534C N/A AMOUNT J TOWN OF WAPPINGER INVESTMENT CERTIFICATION DEFINITIONS REPURCHASE AGREEMENT - A GENERIC TERM FOR AN AGREEMENT IN WHICH A GOVERNMENT ENTITY (BUYER-LENDER) TRANSFERS CASH TO A BROKER-DEALER OR FINANCIAL INSTITUTION (SELLER-BORROWER); THE BROKER-DEALER OR FINANCIAL INSTITUTION TRANSFERS SECURITIES TO THE ENTITY AND PROMISES TO REPAY THE CASH PLUS INTEREST IN EXCHANGE FOR THE SAME SECURITIES OR FOR DIFFERENT SECURITIES. REVERSE REPURCHASE AGREEMENT - AN AGREEMENT IN WHICH A BROKER-DEALER OR FINANCIAL INSTITUTION (BUYER-LENDER) TRANSFERS CASH TO A GOVERNMENT ENTITY (SELLER-BORROWER); THE ENTITY TRANSFERS SECURITIES TO THE BROKER-DEALER OR FINANCIAL INSTITUTION AND PROMISES TO REPAY THE CASH PLUS INTEREST IN EXCHANGE FOR THE SAME SECURITIES OR DIFFERENT SECURITIES. INSTRUCTIONS PLEASE PUT 1 IN THE RESPONSE COLUMN NEXT TO THE APPROPRIATE ANSWERS IN QUESTIONS 1, 2, AND 3 FOR THE INVESTMENT CERTIFICATION SCHEDULE. EDPCODE AMOUNT 1) HAS YOUR LOCAL GOVERNMENT ADOPTED AN INVESTMENT POLICY AS REQUIRED BY GENERAL MUNICIPAL LAW, SECTION 39? YES 9ZPOLY 1 NO 9ZPOLN 2) IF THE ANSWER TO NUMBER 1 IS YES, PLEASE INDICATE WHICH OF THE FOLLOWING INVESTMENTS ARE PERMITTED BY YOUR INVESTMENT POLICY. * OBLIGATIONS OF THE UNITED STATES 9ZINVl * OBLIGATIONS OF U.S. GOVERNMENT AGENCIES, GUARANTEED BY THE UNITED STATES GOVERNMENT. 9ZINV2 1 * OBLIGATIONS OF THE STATE OF NEW YORK 9ZINV3 * OBLIGATIONS OF OTHER NEW YORK STATE LOCAL GOVERNMENTS 9ZINV4 * OTHERS (SPECIFY) 9ZINV5 114 .;, TOWN OF WAPPINGER INVESTMENT CERTIFICATION 3) ARE REPURCHASE AGREEMENTS AUTHORIZED BY YOUR INVESTMENT POLICY? YES 9ZREPOY 1 NO 9ZREPON 4) DO YOU ENGAGE IN REVERSE REPURCHASE AGREEMENTS? YES 9ZRVREY NO 9ZRVREN 1 TITLE ~~- ~~ SIGNATURE PHONE NUMBER ( '7/~) ~ c; 7,.. 6 G {p 6 115 f "' THIS FORM MUST BE COMPLETED UNLESS THESE FINANCIAL STATEMENTS WILL BE AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTANT. N/A BANK RECONCILIATION INCLUDE ALL CHECKING, SAVINGS AND C.D. ACCOUNTS BANK ACCOUNT NUMBER BANK BALANCE TOTAL ADJUSTED BANK BALANCE PETTY CASH ADJUSTMENTS (SPECIFY) ADD: DEPOSITS IN TRANSIT TOTAL CASH TOTAL CASH BALANCE ALL FUNDS * MUST BE EQUAL 116 LESS: OUTSTANDING CHECKS EDP CODE 9ZCASH 9ZCASHB ADJUSTED BANK BALANCE * * r .} REAL PROPERTY TAX LEVY AND RELATED INFORMATION FOR FISCAL YEAR REPORTED COUNTIES, CITIES, VILLAGES, AND WESTCHESTER COUNTY TOWNS TAXES ON ROLL $ 5.875.827 ADD:RELEVIED TAXES $ 130.422 ADD:OTHER E.D.P. BREAKAGE $ 2 TOTAL TAXES AND OTHER ITEMS ON WARRANT $ DEDUCT:CANCELLATIONS AND ADJUSTMENTS ( ) DEDUCT:OTHER ( ) TOTAL TAXES AND OTHER ITEMS TO BE COLLECTED $ 6.006.251 (B) DEDUCT TOTAL TAXES AND OTHER ITEMS ACTUALLY COLLECTED ( ) (A) UNCOLLECTED TAXES AND OTHER ITEMS $ -0- TAX COLLECTION PERFORMANCE (A DIVIDED BY B) NEAREST HUNDREDTH PERCENT AMOUNT 100 ..illL ANALYSIS OF UNCOLLECTED TAXES AND OTHER ITEMS - BY YEAR A300 A320 A330 A - TAXES RE- TAX SALE PROPERTY OTHER CEIVABLES CERTIFI- ACQUIRED PENDING . CATES FOR TAXES TOTAL CURRENT YEAR 19 - $ $ $ $ $ PRIOR YEARS: $ $ $ $ $ TOTAL $ $ $ $ $ 117 r- TOWN OF WAPPINGER LOCAL GOVERNMENT QUESTIONNAIRE 1. WILL OR HAVE THE FINANCIAL STATEMENTS FOR YOUR LOCAL GOVERNMENT BE INDEPENDENTLY AUDITED? (IF YES ENTER 1, IF NO ENTER 2) 2. IF THE ANSWER TO QUESTION 1 ABOVE IS YES, PLEASE COMPLETE THE FOLLOWING: NAME OF AUDITING FIRM ADDRESS OF AUDITING FIRM STREET CITY STATE AND ZIP CODE 3. DOES YOUR LOCAL GOVERNMENT PARTICIPATE IN AN INSURANCE POOL WITH OTHER LOCAL GOVERNMENT? (IF YES ENTER I, IF NO ENTER 2) 4. IF THE ANSWER TO QUESTION 3 ABOVE IS YES, PLEASE COMPLETE THE FOLLOWING: NAME OF POOL TYPE OF INSURANCE 118 EDP CODE 9ZACO 9ZIAC 9ZLY31 RESPONSE 1 2 TOWN OF WAPPINGER NOTICE OF TORT CLAIMS FOR THE FISCAL YEAR ENDED 1996 TOTAL NUMBER OF CLAIMS TOTAL AMOUNT OF CLAIMS EDPCODE NUMBER EDPCODE AMOUNT CLAIMS PENDING -BEGINNING OF YEAR *CLAIMS OTHER THAN CODEFENDANT/THIRD PARTY *CLAIMS INVOLVING CODEFENDANT/THIRD PARTY 9ZTR11 o $157~000,000 9ZTR15 o 3 9ZTR16 9ZTR10 PLUS: NOTICES FILED DURING YEAR *OTHER THAN 5 200 CODEFENDANT/THIRD PARTY 9ZTR25 9ZTR26 *INVOLVING CODEFENDANT/ 1 Not stated THIRD PARTY DEFENDANT 9ZTR20 9ZTR21 LESS: - CLAIMS DISPOSED OF DURING YEAR PRIOR TO COMMENCEMENT OF COURT ACTION: 0 * BY LOCALITY 9ZTR30 9ZTR31 0 * BY INSURANCE CARRIER 9ZTR40 3 9ZTR41 200 - CLAIMS DISPOSED OF DURING YEAR AFTER COMMENCEMENT OF COURT ACTION: 0 * BY LOCALITY 9ZTR50 9ZTR51 0 * BY INSURANCE CARRIER 9ZTR60 0 9ZTR61 0 * BY JUDGMENT 9ZTR70 0 9ZTR71 0 - OTHER 9ZTR80 0 9ZTR81 0 EQUALS: CLAIMS PENDING -END OF YEAR *CLAIMS OTHER THAN Not stated CODEFENDANT/THIRD PARTY 9ZTR95 4 9ZTR96 *CLAIMS INVOLVING 2 CODEFENDANT/THIRD PARTY 9ZTR90 9ZTR91 $157,000.000 (reserved at $25,101 119 ~ TOWN OF WAPPINGER NOTICE OF TORT CLAIMS FOR THE FISCAL YEAR ENDED 1996 EDPCODE AMOUNT PAID ON CLAIMS - CLAIMS DISPOSED OF DURING YEAR PRIOR TO COMMENCEMENT OF COURT ACTION: * BY LOCALITY 9ZTR32 * BY INSURANCE CARRIER 9ZTR42 o o COLUMN (1) NUMBER OF CLAIMS # EDPCODE EDPCODE COLUMN (2) MUNICIPALITY EQUITABLE SHARE - CLAIMS DISPOSED OF DURING YEAR AFTER COMMENCEMENT OF COURT ACTION: 0 * BY LOCALITY 9ZTR54 9ZTR56 * BY INSURANCE CARRIER 9ZTR64 0 9ZTR66 * BY JUDGMENT 9ZTR74 0 9ZTR76 * OTHER 9ZTR84 0 9ZTR86 COLUMN (4) AMOUNT PAID GREATER THAN COLUMN (3 ) MUNICIPALITY AMOUNT PAID EQUITABLE EDPCODE GN CLAIMS EDPCODE SHARE ## - CLAIMS DISPOSED OF DURING YEAR AFTER COMMENCEMENT OF COURT ACTION: * BY LOCALITY 9ZTR52 0 9ZTR58 * BY INSURANCE CARRIER 9ZTR62 0 9ZTR68 * BY JUDGMENT 9ZTR72 0 9ZTR78 * OTHER 9ZTR82 0 9ZTR88 # THIS IS THE NUMBER OF CLAIMS (COLUMN 1) DISPOSED OF DURING THE YEAR WHERE THE SETTLEMENT WAS DETERMINED IN ACCORDANCE WITH THE RELATIVE CULPABILITY OF EACH PARTY PURSUANT TO AN ITEMIZED DECISION OR JURY VERDICT AND WHERE THE AMOUNT WAS GREATER THAN THE MUNICIPALITY'S EQUITABLE SHARE. THE MUNICIPALITY'S EQUITABLE SHARE IS TO BE ENTERED IN COLUMN 2. ## THIS IS THE AMOUNT PAID BY THE MUNICIPALITY WHICH IS GREATER THAN THE MUNICIPALITY'S EQUITABLE SHARE IN ACCORDANCE WITH THE RELATIVE CULPABILITY OF PARTIES PURSUANT TO AN ITEMIZED DECISION OR JURY VERDICT. NOTICE OF TORT C~IMS REPORT PREPARED ON 0/) \ DATE (__~ ~L/j ~^~ MARSHALL & STERLING, INC. - 66 Middlebush Road 1..--- NAME Suite 200 ADDRESS Wappingers Falls, New York Connie D'Errico 12590 CLAIMS SUPERVISOR TITLE 1/21/97 BY ( 9]4 ;:>q7-17nn PHONE NUMBER ) 120 {' TOWN OF WAPPINGER COUNTY OF DUTCHESS ADDITIONAL INFORMATION SCHEDULE IN ORDER TO ASSIST THIS DEPARTMENT IN FULFILLING OUR AUDITING AND OVERSIGHT RESPONSIBILITIES, PLEASE COMPLETE THE FOLLOWING SCHEDULE LISTING EACH FUND SEPARATELY. THANK YOU FOR YOUR COOPERATION. I 1 I I I 1 FUND BOND ANTIC. NOTES PAYABLE 626 TAX ANTIC. NOTES PAYABLE 620 REVENUE ANTIC. NOTES PAYABLE 621 I I I APPROPRIATED\UNAPPROPRIATED FUND BALANCEI FUND BALANCE 910 I 911 ------------------------ ---------- ---------- ---------------------------- EXAMPLE GENERAL 100,000 I 50,0001 100,000 ------------------------ ---------- ---------- ---------------------------- CWW & WO I _~~T~~____________lOjJQQQ_ __________ __________ Slfl TRI MUNI I \ I SEWER 2 498 000 ________________~__J__________________________ TOWN HIDE GENERAL A I 300 000 I \ ___________________J__________________________ I I I I _______)9LI~~~________3J~~~~ ______~]~~~5J_~_______j]}~Q~~ ______~99~Q~~~_______JJ~~~~~ I --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- --------------------------------------------------------------------------- ---------------------------------------------------------------------- 121 f' Town of Wappinger, New York Notes to the Financial Statements December 31, 1996 Summary of Accountinq Policies The Town of Wappinger, New York ("the Town") was incorporated in May 20, 1875, under the provisions of the State of New York. Thg Town operates under a Town Board form of government, consisting of a Supervisor and four Councilmen/woman. The Supervisor serves as the Chief Executive Officer and as the Chief Fiscal Officer of the Town. The Town provides the fOllowing services: bighway maintenance, water, sewer, planning, zoning, building and safety inspection, lighting, and culture and recreation. The financial statements of the Town have been prepared in conformity with generally accepted accounting principles (GAAP), as applied to government units. The Governmental Accounting Standards Board (GASB) is the accepted standard-setting body for establishing governmental accounting and financial reporting principles. 1. The Reporting Entity The Town, for financial purposes, includes all of the funds and account groups relevant to the operations of the Town of Wappinger, New York. The financial statements include organizations, functions and activities that are controlled by or dependent upon the Town. Control or dependence is determined on the basis of budget adoption, taxing authority, funding and appointment of the respective governing board. 2. Fund Accounting The accounts of the Town are organized on the basis of funds or account groups, each of which is considered to be a separate accounting entity. The operations of each fund are accounted for by providing a separate set of self-balancing accounts, which are comprised of each fund's assets, liabilities, fund equity, revenues and expenditures. Government resources are allocated to and for individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The various funds are grouped, in the financial statements in this report, into four generic fund types and two broad fund categories, as follows: - 2 - GOVERNMENTAL FUND TYPES General Fund The General Fund is the general operating fund of the Town. It is used to account for all financial resources except those required to be accounted for in another fund. Special Revenue Fund Special Revenue Fund is used to account for the proceeds of specific revenue sources (other than special assessments, expandable trust or major capital projects) that are legally restricted to expenditures for specified purposes. Capital Projects Fund This fund is used to account for financial resources to be used for the acquisition and construction of major capital facilities. FIDUCIARY FUND TYPES Trust and Agency Fund Trust and Agency Fund is used to account for assets held by the Town in a trustee capacity, or as an agent for individuals, other governments, and/or other funds. Agency funds are custodial in nature (assets equal liabilities), and do not involv~ measurement of results of operations. 3. Property, Plant and Equipment, and Long-Term Liabilities The accounting and reporting treatment applied to property, plant and equipment and long-term liabilities associated with a fund are determined by its measurement focus. All governmental fund types are accounted for on a spending "financial flow" measurement focus. This means that only current assets and current liabilities are generally included on their balance sheets. Their reported fund balance (net current assets) is considered a measure of "available spendable resources." Governmental 'fund operating statements present increases (revenues and other financing sources) and decreases (expenditures and other financing uses) in net current assets. Accordingly, they are said to present a summary of sources and uses of "available spendable resources" during a period. Property, plant and equipment used in governmental fund type operations are accounted for in the General Fixed - 3 - Assets Account Group, rather than in governmental funds. No depreciation has been provided on such property, plant and equipment. All property, plant and equipment are valued at historical cost or estimated historical cost if actual historical cost is not available. donated property, plant and equipment are valued at their estimated fair value on the date donated. The Town has adopted the accounting policy of not capitalizing "infrastructure" general f.ixed assets (roads, bridges, curbs and gutters, streets and sidewalks, drainage system, lighting systems and similar assets) that are immovable and of value only to the Town. Long-term liabilities expected to be financed from governmental fund types are accounted for in the General Long-Term Debt Account Group, not in the governmental funds. The two account groups are not "funds." They are concerned only with the measurement of financial position. They are not involved with the measurement of the results of operations. Special reporting treatments are also applied to governmental fund prepaid expenses to indicate that they do not represent "avai lable spendable resources", even though they are a component of net current assets. Such amounts are offset by fund balance reserve accounts. Because of their spending measurement focus, expenditure recognition for governmental fund types is limited to exclUde amounts represented by non-current liabilities. Since they do not affect net current assets, such long-term amounts are not recognized as governmental fund type expenditures or fund liabilities. They are instead reported as liabilities in the General Long-Term Debt Account Group. 4. Basis of Accounting Basis of accounting refers to when revenues and expenditures are recognized in the accounts, and reported in the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. All governmental and expendable trust funds are accounted I r - 4 - for using the "modified accrual basis" of accounting. Their revenues are recognized when they become measurable and available as net current assets. All major revenues are susceptible to accrual. Expenditures are generally recognized under the "modified accrual basis" of accounting when the related fund liability is incurred. Exceptions to this general rule include: (1) accumulated unpaid vacation, sick pay, and other employee amounts which are not accrued; and (2) principal and interest on general long-term debt which is recognized when due. 5. Budgets The Town employs a formal bUdgetary accounting system as a management tool. During the year, a budget was adopted and modified by the Town Board for the General Fund and Special Revenue Fund. However, for the Special Grant Fund, which is part of the Special Revenue Fund, and the Capital Projects Fund, no budgetary controls were established or adopted. Unused appropriations of the annually budgeted f~nds lapse at the end of the year. 6. Cash and Investments Cash includes amounts in demand deposits as well as short- term investments. State statutes govern the investment policies of the Town. Special time deposits and certificates of deposit not covered by Federal Deposit Insurance, must be collateralized by the banking institutions with investments governed under state statutes. The cash and investments of the Town at December 31, 1996 are as follows: GENERAL FUND SPECIAL REVENUE FUND CAPITAL PROJECTS FUND TRUST & AGENCY FUND TOTAL non-interest bearing acct -0- -0- interest bearing acct 392,267 533,278 1,462,417 331,240 2,719,202 US Gov't securit i es 2,045,495 586,492 1,353,171 3,985,158 TOTAL 2,437,762 1,119,770 2,815,588 331,240 6,704,360 - 5 - 7. Accumulated Compensated Absences It is the Town's policy to permit employees of the Highway Department to accumulate a limited amount of earned but unused vacation and sick leave, which will be paid to employees upon separation from the Town's service. Other Town employees accumulate unused compensated absences. However, such earned, but unused compensated absences, must be used during this period of employment with the Town. No payment will be made upon separation from the Town's service. In government and fiduciary funds, the .cost of vacation and sick leave is recognized when payments are made to employees. A long-term liability of $279,734 of accrued vacation and sick leave at December 31,1996, has been recorded in the General Long-Term Debt Account Group of Accounts, representing the "Town" commitment to fund such costs from future operations. 8. Pension Plans The Town employees are covered by the New York State Employees' Retirement System. Membership is mandatory for certain employees and optional for others. In accordance with the Retirement and Social Security Law, a participating employer cannot withhold membership in the Retirement System from any employee who desires to join. All general employees employed in a full-time position who commenced employment after July 26, 1976 are mandatory members. A full-time position is one in which the employment is on a 12-month per year basis with a working week of not less than 30 hours and the appointment is not temporary or limited to a temporary period of less than one year. Generally, all employees appointed to either a competitive class position or a non-competitive class position before July 27, 1976 are also mandatory members. Annual deficiency contributions for all employers account for less than 1/2 % of the total contributions made to the Systems. 9. Property Taxes The Town submits an approved budget to the Dutchess County Commissioner of Finance by December 5th of the previous year. The Town collects the taxes on behalf of the Town and County through August 31st. The Town's portion of the taxes is recognized and transferred prior to the County's portion. Therefore, the Town receives its entire tax, leaving the - 6 - unpaids to the County Commissioner of Finance. 10. Long-Term Obligations Long-Term Debt is recognized as a liability of a governmental fund when due, or when resources have been accumulated in the debt service fund for payment early in the following year. For other long-term obligations, only that portion expected to be financed from expendable available financial resources is reported as a fund liability of a governmental fund. The remaining portion of such obligations is reported-in the .General Long-Term Debt Account Group. 11. Reserves of Fund Equity The Town records indicate that a portion of the fund equity is legally segregated for a specific future use. The fOllowing details the description and amounts of the reserves used by the Town: General Fund - B BALANCE AT DECEMBER 31, 1996 Designated for Inspection Fee Designated for Downstream Drainage $ 330,000 234,397 TOTAL $ 564,397 - 8 - BOND ANTICIPATION NOTES PAYABLE Bond Anticipation Notes Payable are renewed annually and are not to exceed five renewals, except for water and sewer improvements which may be renewed for the life of the improvement not to exceed twenty years. The Bond Anticipation Notes outstanding as of December 31, 1996 are as follows: PURPOSE ISSUE DATE 7/11/96 7/11/96 7/11/96 TOTAL INTEREST RATE ORIGINAL AMOUNT OF ISSUE AMOUNT OUTSTANDING AT DECEMBER 31 1996 306,000 2,498,000 300,000 3,104,000 Water Sewer A FUND/BUILDING 3.90% 3.90% 3.98% 306,000 2,498,000 300,000 3,104,000 Note: The Town borrowed $2,610,054 on June 1, 1995 from New York State Environmental Facilities Corp. The Interest Rate is 5.275% for 20 years. This money was needed to fund the additional cost to complete the plant expansion at the Tri-Muni Sewer Plant on Sheafe Road Poughkeepsie. The following table summarizes the Town's future debt service requirements as of December 199~ Serial Bonds Year Ending Date: Principal Interest 1997 1,398,000' 1,391,938 1998 1,443,000 1,314,955 1999 1',413,000 1,235,799 2000 1,388,000 1,156,919 2001 1,413,000 1,076,724 2002-2006 6,606,000 4,150,119 2007-2011 6,295,000 2,224,815 2012-2015 3,235,000 387,483 Total 23,191,000 12,938,752 - 9 - SERIAL BONDS PAYABLE The Serial Bonds Payable, as of December 31, 1996, are as follows: AMOUNT ORIGINAL OUTSTANDING ISSUE INTEREST AMOUNT AT PURPOSE DATE RATE OF ISSUE DECEMBER 31, 1996 WATER $ 66,000 7,800 SEWER 104,000 12,000 DRAINAGE 1,125,000 130,200 09-01-71 5.0% 1,295,000 150,000 WATER 36,800 8,400 SEWER 55,200 12,600 02-15-73 5.0% 92,000 21,000 WATER 400,000 112,000 SEWER 500,000 136,500 DRAINAGE 375,000 101,500 03-01-74 5.8% 1,275,000 350,000 WATER 2,630,000 787,000 SEWER 3,005,000 896,000 DRAINAGE 400,000 117,000 05-01-77 5.375% 6,035,000 180,000 WATER 330,000 41,700 SEWER 222,000 28,000 DRAINAGE 239,400 30,300 05-01-78 6.10% 791,400 100,000 WATER 148,070 80,900 SEWER 362,000 197,550 TOWN HALL 700,000 381,550 12-01-85 7.75% 1,210,070 660,000 SEWER 364,500 148,800 TOWN HALL, RE-EVALUATION 373,000 -0- MACHINERY AND EQUIPMENT 207,000 61,200 05-01-87 6.3% 944,500 210,000 WATER 824,400 617,000 SEWER 528,000 393,000 DRAINAGE 2,192,600 1,710,000 08-15-91 6.5% 3,545,000 2,720,000 SEWER/LINES 11-12-92 6.264% 6,060,000 5,245,000 EMERGENCY SERVICE BLDG 10-01-94 6.0% 1,500,000 1,415,000 SEWER PLANT 12-15-94 5.635% 8,519,786 8,005,000 SEWER PLANT 06-01-95 5.275% 2,610,054 2,515,000 TOTAL SERIAL BONDS PAYABLE $33,877,810 $21,571,000