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1998 .. AU. Nlo'lbers In This Report Must be Rounded to the Nearest Dollar x Method Q! Accountinq (Check One) Single Entry Cash Double Entry Modified Accrual ANN U A L R E P 0 R T OF THE RECEIVED JAN 1 9 1999 SL f:n '1 i\)Vti'S OFFICE fOWN OF WAPPINGER FIR E D 1ST R I C T T REA SUR E R YEAR ENDED DECEMBER 31, 19 ~ NAME OF DISTRICT Chelsea IN THE Please check here if the treasurer's name, address and/or telephone number is different from last year. TOUN OR TOUNS OF Fishkill & Wappinger COUNTY OF Dutchess THE DISTRICT IS GOVERNED BY: (Check One) Separate Board of Fi re COll1l1i ss i oners X or Town Board AUT HOR I ZA TI ON Article 3, Section 30, of the General Municipal Law "1. ***every***fire***district***shall annually make a report of its financial condition to the Comptroller. Such report shall be made by the ***treasurer of each fire***district***." *** "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***district***." PLEASE MAIL REPORT TO: State of New York Office of the State Comptroller Division of Municipal Affairs Bureau of Municipal Research and Statistics Governor Alfred E. Smith State Office Building Albany, New York 12236 Revised 1998 GENERAL FUND - BALANCE SHEET - AS OF EDPCODE ASSETS Cash Cash Timo Ileposits Petty Cash Total Cash Invest~ts Investment in Securities Investment in Repurchase Agreements Total Investment ACCOU'lts Receivables Due from Other Flnds state arM1 Federal Receivables State and Federal. Other Total State and Federal Receivables Due from other Gove~ts Inventory Restricted Assets Cesh, Special Reserves Cash in Time Deposits. Special Reserves Investment in Securities. ~ial Reserves Investment in Repurchase Agreements. ~ial Reserves Total Restricted Assets TOTAL ASSETS A200 A20I AZI0 A45D A45I A380 A39I A4I0 A440 A445 A230 A231 A452 A453 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ lIABILITIES AND FUND EQUITY Accounts Payable (FOR DOUBLE ENTRY UNITS ONLY) . EDPCODE AbOO $ Accrued liabilities Accrued liabilities Due to Employees' Retirement Total Accured liabilities System Notes Payable Tax Anticipation Revenue Anticipation Budget Total Notes Payable Due to Other FU'lds Overpayments Due to Other Governments Deferred Revenues Total Liabilities FUND EQUITY Flnd Balance - Reserved Encunbrances Inventory Repairs Debt Total Reserved Flnd Balance - lklreserved Appropriated-Ensuing Year's Budget Unappropriated Total lklreserved FU'ld Equi ty TOTAL lIABILITIES AND FUND EQUITY 1 A601 $ A637 Ab20 A62I A6Z2 A630 A690 A631 A69I A8ZI A845 A882 A884 A9I0 A911 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ G ENE R A L FUN D RECEIPTS/REVENUES EDPCODE PAYMENTS/EXPENDITURES EDPCODE Real Property Taxes AIOOI $ 221,394 Judgments and Claims A1930.4 $ 4,852 Charges for Fire Protection A2262 Personal Services A3410.1 16,200 Interest and Earnings A2401 2,507 Fire Protection Equip/CapOutlay A3410.2 24,655 Rentals A2410 6,108 Fire Protection Contractual A3410.4 45,307 Sale of Equipment A2665 State Retirement System A9010.8 Insurance Recoveries A2680 Police and Fire Retire System A9015.8 Refund of Expenditures A270l 220 Local Pension Funds A9025.8 63,781 Gifts and Donations A2705 Social Security A9030.8 1,239 Other Unclassified Revenue Workers Compensation Insurance A9040.8 16,972 A2770 Life Insurance A9045.8 Federal Aid for Civil Defense A4305 Disability Insurance A9055. 8 833 Transfers A5031 Hospital/Medical Insurance A9060.8 (2)Budget Notes Issued A5750 (3) Redemption of Notes A97 .6 (2)Tax Anticipation Notes Issued A5760 Interest on Notes A97 .7 (2)Revenue Anticipation Notes Redemption of Bonds A9710.6 Issued A5 77 0 Interest on Bonds . A9710.7 Transfer to Other Funds A9901. 9 48,850 Other (Specify) A TOTAL RECEIPTS/REVENUES $ 230,229 TOTAL PAYMENTS/EXPENDITURES $222, 689 Fund/Cash (1) Balance at Fund/Cash (1) Balance at 56,390 Beginning of Year A8021 48,850 End of Year *A8029 **TOTAL $ 279,079 **TOTAL $279,079 Notes: (1) Cash balance for single entry units should include cash in checking accounts, time deposits, investments and petty cash. (2) Single Entry Units Only. (3) Only Bond Anticipation Notes and Capital Notes for double entry units. *For Double Entry Units A8029 must equal Fund Equity on Page 1. **These must be equal. 2 CAPITAL PROJECTS FUND - BALANCE SHEET - AS OF ASSETS Cash Cash Time Deposits Total Cash Investments Investment in Securities Investment in Repurchase Agreements Total Investments Due from Other Fl.r1ds Deposits with other Governments state and Federal, Receivables Restricted Assets Cash, Special Reserves Cash in Time Depo~its, Special Reserve Inv.stment in Securities. Special Reserves , Investment in Repurchase Agreements, Special Reserves Total Restricted Assets TOTAL ASSETS EDPCODE H200 H201 H450 $ H451 $ H391 $ H395 $ H410 $ H230 $ H231 H452 H453 $ $ $ $ LIABILITIES AND FUND E~ITY Accounts Payable Accrued Liabilities Accrued Liabilities Total Accrued Liabilities Notes Payable Revenue Anticipation Bond Anticipation Total Notes Payable Retained Percentages, Contracts Payable Due to Other Fl.r1ds Due to Other Governments Other Liabilities Deferred Revenues Total Liabilities FUND EQUITY Fl.r1d Balance - Reserved EncurOrances Capital Reserve Total Reserved Fl.r1d Balance - Unreserved lhappropriated Total Unreserved Fl.r1d Equi ty TOTAL LIABILITIES AND FUND E~ITY 3 (FOR DOlmLE ENTRY UNITS ONLY) EDPCODE H600 "601 " H621 H626 H605 "630 "631 " "691 H821 H878 H911 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ (1) Single Entry Units Only *For Double Entry Units H8029 must equal Fund Equity on Page 3. **These must be equal. 4 RES E R V E FUN D( S) (FOR SINGLE ENTRY UNITS ONLY, DOUBLE ENTRY UNITS MUST INCLUDE EACH RESERVE IN APPROPRIATE FUND) Do Not Key Equipment Building Type (Purpose) Type (Purpose) Type (Purpose) RECEIPTS EDPCODE Total of Reserve of Reserve of Reserve Interest and Earnings R2401 $ 9,732 $ 9,529 $ 203 $ Sale of Assets R2660 38,889 38,889 other (Specify) R2770 Transfers RS031 48,850 48,850 TOTAL RECEIPTS $ 97,471 $ 97,268 $ 203 $ Balance Beginning of Year R8021 121,689 112,588 9 ,101 **TOTAL RECEIPTS AND BALANCE $219,160 $ 209,856 $ 9,304 $ PAYMENTS Fire Protection R3410.2 $ $ $ $ Transfers to Other Funds R9901.9 Other (Specify) Apparatus Purchase R 179,896 179,896 TOTAL PAYMENTS J 79,896 $ 179,896 $ 0 $ Balance at End of Year R8029 39,264 29,960 9,304 **TOTAL PAYMENTS AND BALANCE $219,160 $209,856 $ 9,304 $ **These _t b9 equaL 5 AGENCY F.~DS * BALANCE SHEET * AS OF December 31 , 1998 ASSETS EDPCODE AGENCY FUND LIABILITIES EDPCODE Cash *Service Awards TAl3 $ 6.771 Cash TA200 $ Deferred Compensation TA17 Time Deposits TA20l $ State Re ti NlIIIeI"It TA18 Total Cash $ Disability Insurance TA19 Group Insurance TA20 Investments New York State Income Tax TA21 Investment in Securi ties TA450 $ Federal Income Tax TA22 Investment in Repurchase Agreements TA45l Income Executions TA23 Securi ties and Mortgages TA455 Association and Union Dues TA24 Accrued Intarest on Securities TA455 u.s. Savings Bonds TA25 Acqui r-ed Social Security Tax TA26 Cash and Securities with Daferred Guaranty and Bid Deposits TA30 Compo Plan Provider TA460 Foreign Fire Insurance TASO 6,771 other Agency Funds (Specify) *Service Award Program Assets TA46l TA85 TOTAL ASSETS 6,771 TOTAL AGENCY LIABILITIES $ 6,771 $ *Program edninistrator retained by district. Jof1en program is adninistrated by the district the TE fU'ld should be used. ACCOlnting Program Procedures dated Septenber 6, 1990. 6 See Service Awards GENERAL FIXED ASSETS ACCOUNTS * BALANCE SHEET * AS OF ASSETS EDPCODE EDPCODE INVESTMENT IN GENERAL FIXED ASSETS land OKlO I $ Bonds end Notes Kl51 $ Buildings KI02 Current Appropriations Kl52 Improvements Other than Gifts Kl53 Buildings KI03 state Aid KISt> Machinery and Equipment KI04 Federal Aid KIS7 Construction Hark in Progress KIDS K K K K TOTAL ASSETS $ TOTAL INVESTMENT IN GENERAL FIXED ASSETS $ 7 GENERAL LONG-TERH OBLIGATIONS * BALANCE SHEET * AS OF ASSETS Amol.nt Available in Debt Service FU'ld EDPCODE H120 Amolnts to be provided for Long-Term Obligations H12S TOTAL AHOUNT AVAILABLE AND TO BE PROVIDED $ $ LIABILITIES EDPCOOE Term Bonds Payable H623 $ Bond Anticipation Notes H626 Capital Notes Payable H627 Bonds Payable H628 Due to Employees' Retirement System H637 Installment Purchase Debt H685 Judgements and Claims Payable H686 Compensated Absenses H687 Other Long-Term Debt H689 $ TOTAL LIABILITIES 8 $ Do Not Key RECONCILIATION This nust be COlI1l1eted. Balances by FUld at End of Y_r: IInclude cash in checking aCCOUlts, time deposits. investments and petty cash J General FUld . . . . . .. . " . . . . . . . . .. . . . . . . . . . .. . . . . . . . . . .. . . . . . " .. . . . . . . . . . . . . . . . . . . . . . . . . . . .A. . . . . $ Capi tal FUld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H. . . . . $ Reserve FUld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R. . . . . $ Trust .nd Agency F~s ............................................................... ..... T..... $ other FUlds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 56,390 39,264 o o Total - All F~s "....""""""""""""""""""""""""""""""""""""""""""""""""""""..,,""" " $ 95,654 * Bank Balances at End of Year: Name and Location of Bank Bank Balance Outstanding Checks Net Bank Balance Bank New York, Beacon,~~ $ 29,960 $ o $ 29,960 Premier Nat'l, Fishkill, NY 65,694 o 65,694. $ o $ 95,654 TOTALS $ 95,654 Cash on Hand (Da te Depos i ted ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ o Petty Cash " " " " " " ~ " " " " " " " " " " " " " " " " " " " " . " " " " " " " " " " " . " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " $ o F~ INVESTMENTS HELD AT DECEteER 31, 19 98 Description of Investment Purchase Price $ TOTAL INVESTMENTS.................................................................................... $ o Total Bank Balances. Cash on Hand. Petty Cesh and Invest..lts $ 95, 654 * *These totals must agree 9 DETAILED STATEMENT OF INDEBTEDNESS Year Outstanding Issued Redeemed Outstanding Bonds of Intex:est Beginning During During End (Show each issue separately by) Issue Rate of Year Year Year of Year 1 3 5 7 EDP Code TOTAL BONDS 2P1877 Ixxxx XXX I : I : I : I : TOTAL BONDS OUTSTANDING AS OF DECEMBER 31 $ Tax Anticipation Notes 2P1861 XXXX XXX S ' s $ s Revenue Anticipation Notes 2P1862 XXXX XXX Bud2et Notes 2P1863 XXXX XXX Canital Notes 2P1875 XXXX XXX Bond Anticioation Notes 2P1876 XXXX XXX TOTAL NOTES XXXX XXX S S S S Notes TOTAL NOTES OUTSTANDING AS OF DECEMBER 31 $ I XXXX XXX I $ I $ TOTAL BONDS AND NOTES $ $ 10 Assessed Valuation Tax Rate Amount of Tax EDP of Fire District per $1,000 (Assessed Valuation TOWN Code Within Town of Assessed Valuation Multiplied by Tax Rate) Fishkill 1,30 1.7 DISTRICT TOTAL * *Should agree with Receipt of Real Property Taxes as shown at top of page 1 COMPUTATION OF FULL VALUATION OF TAXABLE REAL PROPERTY TOWN Assessed Valuation of Fire District Within Town Equalization Rate Full Valuation (Assessed Valuation Divided by Equalization Rate) Total Assessed Valuation $150,217,005 Total Full Valuation EDP Code 9ZFE $ 175,125,852 EXAMPLE OF CALCULATION OF FULL VALUATION: Town A Town B Town C Assessed Valuation $10,000 5,000 20,000 $35,000 25% 40% 100% = $40,000 12,500 20,000 = = Full Valuation $72,500 11 CERTIFICATE OF FIRE DISTRICT TREASURER I, certify that I am the Treasurer of the Che lsea John G. Todd (Please Print or Type Name) Fire District and that the following report is a true and correct statement of the financial transactions of such Fire District for the year ended December 31, 1998 Signature !J- Address 128, Chelsea, NY 12512 Dated January 12 , 19 22-. Telephone (914) Area Code 831-6244 CHAIRMAN OF THE BOARD Name Julio Carreras Address P.O. Box 143, Chelsea, NY 12512 Telephone (914) 831-3202 Area Code STATE OF NEW YORK OFFICE OF THE STATE COMPTROLLER 12