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1996 ~, All. Numbers In This Report !YI1 be Rounded to the Nearest Dollar x ~ 2f Accountinq (Check One) Single Entry Cash Double Entry Modified Accrual ANN U A L R E P 0 R T OFT H E RECEI\'ED FIR E D 1ST R I C T T REA SUR E R JAN 1 4 1997 YEAR ENDED DECEMBER 31, 19 ~ NAME OF DISTRICT Chelsea ELAINE SNOWDEN TOWN CLERK IN THE Please check here if the treasurer's name, address and/or telephone number is different from last year. TOWN OR TOWNS OF Fishkill & Wappinger COUNTY OF Dutchess THE DISTRICT IS GOVERNED BY: (Check One) Separate Board of Fire commissioners x or Town Board AUTHORIZATION 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 1996 GENERAL FUND - BALANCE SHEET - AS OF (FOR [)()leLE ENTRY UNITS ONLY J ASSETS EDPCODE LIABILITIES AND FlHJ EWITY EDPCODE Cash Accounts PaYBble A600 $ Cash A200 $ Ti_ Deposits A201 Accrued Liabilities Petty c..h AnD Accrued Li.bilities A601 $ Total Cash $ Due to Employ_s' Reti,...,t System A637 Tot.l Accured Li.bilities $ Inves t.w.ts Inve.t...t in Securities Inve.t.w.t in Repurc:Iw.e Agr---.b Tot.l InvestMent ACCCld'Its R.ceiv.bles Due frolll Other FI.nds st.te .nd Federal Receivables st.te end Federal, Other Tot.l st.te .nd Federal Receivables Due frolll other Sove~ts Inventory Re.tricted A..et. Ce.h,'Speci.1 Re.erves C..h in'Ti_ Deposits, Special Reserve. l- .' " Inva.t-\t in Securities, Special R_rves Invest..nt in Repurc:Iw.. Ag~t., Special Resarves Tot.l Restricted A...t. TOTAL ASSETS A~SO A~51 .. Notes Payable Tax Anticipation Revenue Anticipation Budget Total Notes Payable $ A380 . A391 Due to Other FUlds $ Overpayments AUD . . Due to Other Gove~ts Deferred Revenues Total Li.bilities A440 . A44S . FlNJ 'EWITY Ft.nd BelllnCB - Reserved Encunbrances Inv.,tory ~irs Debt AnD A231 . . A~S2 . Total Reserved A453 . Ft.nd Belance - l},reserved . Appropriated-Ensuing V..r's Budget u-.pproprieted Tot.l l},reserved Ft.nd Equi ty . TOTAL LIABILITIES AND FUm EWITY 1 A620 $ A621 A622 $ A630 $ A690 $ A631 $ A691 $ $ A821 AM; ASS2 A884 $ $ A910 A911 $ $ $ $ $ G ENE R A L FUN D RECEIPTS/REVENUES EDPCODE PAYMENTS/EXPENDITURES EDPCODE Real Property Taxes AIOOI ~ 213,336 Judgments and Claims A1930.4 $ 4,f352 Charges for Fire Protection A2262 Personal Services A34IO.l 1LJ.,LJ.00 Interest and Earnings A2401 l'i68 Fire Protection Equip/CapOutlay A34IO.2 2B,541 Rentals A24IO 6, 36 Fire Protection Contractual A34IO.4 SO .179 Sale of Equipment A266S State Retirement System A90l0.8 Insurance Recoveries A2680 Police and Fire Retire System A90IS.8 Refund of Expenditures A270l 869 Local Pension Funds A902S.8 64.827 Gifts and Donations A270S 50 Social Security A9030.8 1,103 Other Unclassified Revenue Workers Compensation Insurance A9040.8 19,110 A2770 Life Insurance A904S.8 Federal Aid for Civil Defense A430S Disability Insurance A90S5.8 Transfers AS031 Hospital/Medical Insurance A9060.8 833 (2)Budget Note. Issued AS7S0 (3) Redemption of Notes A97 .6 (2)Tax Anticipation Notes Issued AS760 Interest on Notes A97 .7 (2)Revenue Anticipation Notes Redemption of Bonds A9710.6 Issued AS 770 Interest on Bonds A97l0.7 PAS NY (Lieu Taxes) AI081 94 Transfer to Other Funds A9901. 9 19.188 Other (Specify) A TOTAL RECEIPTS/REVENUES ~ 222,353 TOTAL PAYMENTS/EXPENDITURES . $ 223,033 Fund/Cash (1) Balance at Fund/Cash (1) Balance at Beginning of Year .A8021 39,188 End of Year *A8029 38,508 **TOTAL $ 261.541 **TOTAL $ 261,541 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 C.sh C..h Ti_ Deposi ts Tobl C.sh Inves t--.t. Invesu..t in Securi ties lnv....,t in R~se Ag.--,ts Totel lnve.t...ts Due f.-o. Other FU'1ds Depas i ts wi th Other Sove~ts Sbte end F__ral, Receiveles Restricted A..et. Ce.h, Speciel R..erves Cesh in Ti_ Deposit., Special R..erve Invea....t in Securl ti.., Special Rese,.".. Inves....t in Repurchase Ag,.. . It., Special Reserves Tot.l R..tricted A..ets TOTAL ASSETS EDPCODE H200 . H201 M50 . M51 . H391 . H395 . MI0 . H230 . H231 M52 M53 . . . LIABILITIES AND FlNJ E~TY Account. Payable Accrued liabiliti.s Accrued liabilities Totel Accrued Liabili ti.s Not.. Payable Revenue Anticipation Bond Anticipation Tot.l Notes Peyable Retained P.rcentages. Contracts Payable Due to Other FLW1ds Due to Other Gov.,....,ts Other liabiliti.s D.f.rred Revenues Tot.l Liabilities FlNJ E~TY FU'1d Balance - Reserved EncuIb,-.nces tapi t.l R...rve Total R.served FWld Balance - U,reserved ~ropriated Total U,re_rved FWld Equi ty TOTAL LIABILITIES AND F\H) E~TY 3 (FOR DOUBLE ENTRY UNITS ONLY) EDPCOOE H600 H601 H H621 H626 H605 H630 H631 H H691 H821 H878 H911 $ . . $ $ $ . $ $ $ $ . $ . . . . CAP I TAL FUN D RECEIPTS/REVENUES EDPCODE PAYKENTS/EXPENDI1URES EDPCODE Interest and Earnings H240l $ Fire Protection H3410.2 $ Premo and Accrued Int. on Bonds H2710 Redemption of BAN's H9130.6 Other (Specify) Transfer to Other Fund H9901. 9 H2170 Other (Specify) Transfer From General Fund HS031 H_ Bonds HS710 (l)Bond Anticipation Notes HS130 Capital Notes H5140 TOTAL RECEIPTS/REVENUES $ TOTAL PAYMENTS/EXPENDITURES $ Fund/Cash Balance at Beginning Fund/Cash Balance at End of Year H8021 of Year *H8029 $ **TOTAL $ **TOTAL $ (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 DIS) I FOR SINGLE ENTRY LfoIITS OHL Y , DOl8LE ENTRY LfoIITS HUST INCLUDE EACH RESERVE IN APPROPRIATE fUND) Equipment Do Not Key Building Fund Fund Type (Purpose) Type IPurpose) Type IPurpose) RECEIPTS EDPCODE Totel of Reserve of Reserve of Reserve Inte,...t end Earnings R2401 $ 'i.414 . 2,600 $ 2,814 $ Sal. of A...ts R2660 Other (Specify) R2770 T,..".1e,.. RS031 39,188 19,188 20,000 TOTAL RECEIPTS . 44,602 . 21,788 . 22,814 $ BIll... Beginning of Y_r R8021 94,781 46,776 48,005 "TOTAL RECEIPTS AND BALANCE .139, 383 . 68,564 . 70,819 $ PAvtENI'S Fire Proteotion R3410.2 . . .' $ Trensfe,.. to Ott.r FW1ds R9901. 9 Other (Speci fy ) R TOTAL PAvttENTS . 0 . 0 . 0 $ BIlbnce .t End of Y_r R8029 139,383 68,564 70,819 **TOTAL PAYttENrS AND BALANCE .139,383 . 68,564 . 70,819 . lHf1hese _t be equal. 5 ASSETS EDPCODE AGENCY fUND LIABILITIES EDPCODE Cash . . '.~ .~, ttService AMards TA13 . 9,138 Cash TA200 . ~- hferred CClIIIp8nUtion rAl7 Ti_ Deposits rA20l . State Reti,,-,t TAla Total Cash . DisM>>ili ty Insurance TAl9 GNK.p Insurance TA2D Invest-lts New York State Inec.. Tex TAU 1 Inves*-'t in Securi ties TAlt50 . Federal 1~ Tax TAZZ Inves t..'tt in Repurchase Agr--.ts TAlt5l I~ Executions TA23 Securities and Hortgages TAlt55 ~ssociation end lhion -Dues TUIt Accrued Interest on Securities TA455 U.S. Savings Bonds TA25 A~ired 'Social Securi ty Tax TA26 Cash and Securities with Deferred Guaranty end Bid Deposi ts TAJO C~. Plan Provider TA460 F'oreign Fire Insurene. TASa Other Ag8nCy FWlds (Speci fy ) *Service Award Progrea Assets TAlt6l .- 9 ,138, TABS AGENCY Ii\H)S . BALANCE SHEET . AS OF TOTAL ASSETS 9,138 TOTAL AGENCY LIABILITIES . . 9,138 *Program administrator ...tai~ by district. tflen prog.... i. "inistratad by the district the TE hN ahould be used. See Service ...rds ACCCUlting Pr-ogram Procedures dated Sapt....r 6, 1990. 6 SENERAL FIXED ASSETS ACCOlfffS .. BALANCE SHEET .. AS OF .. 7 GENERAL LotC-TERtI caU8ATlONS . BAlANCE SlEET . AS OF ASSETS Mau1t AV8illlbl. in Debt s.rYi~ FW1d EDPCODE H1Z0 Mau1ts to be provided for Long-T.,. obligations Hl25 TOTAL AHOlIff AVAILABLE AND TO BE PROVIDED . . . UABIUTlES EDPCODE Te,. Bands Pe)'llble H6Z3 . Bond Anticipetian Nota H6Z6 c.pi tel Not_ P.)'IIbl. H627 Bands Pe)'llblll "'28 ~ to Ellployeea' Retire.ent Syat.. H637 Ins telJ..1t Purche.. Debt H685 ..~ r .ta .-1d ClIIi_ Pe)'llble H686 CClIIIpenMted Ab..... H687 Dther Long-Te,. Debt H689 . TOTAL LIABILITIES . 8 . Do Not K~ RECONCILIATION Thi. _t be CCIlIIP1eted. Babnces by f~ .t End of V_r:IInclude ~sh in c:h8cking 8CCXlU'lts, ti_ ct.posit., inv_t..1ts Ilnd petty ~.hJ s.neNl f~ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A. . . . . . 38, 508 c.pi tel F~ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H. . . . . $ 0 R__rva f~ ............................ . .. ..... ................. .. .. ...... ... .. .. . . . .. .. .R..... $ 139 ,383 Trust end ~ fwD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . T . . . . . $ 0 O~r F.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $; 0 Totel - All fwD .................................. ... ........................... $177,891 If s.i<. Bal.... .t End of V_r: ..... end L0C8tion of ~ s.i<. Bat... Outst.nding ctwcks Net Ban< Balance Bank of' NY, Beacon, NY . 68,564 . o . $ 68,564 1st. Hudson Valley, Fishkill, NY 111,742 2,415 109,327 TOTALS . 180,306 . 2,415 . 177, 891 c.sh on tt.nd lo.te o.poaitedJ .................... ... ... ...... ........ ....................... . Petty Cesh ................................... ......... ......... ............................ . f\.nd INYESTlENTS HELD AT DECaeER 31, 192,2 Description of 1~t..1t Purchase' Price . TOTAL INYESTlENTS.................................................................................... · o Totel ~ Ba1.8nCeS, Cesh on tt.nd, Petty C.sh end I~t..1ts . 177,891 If wn-. toteb _t egree 9 DETAILED STATEMENT OF INDEBTEDNESS Year Outstanding Issued Redeemed Outstanding Bonds of Interest Beginning During During End (Show each issue separ~tely by) Issue Rate of Year Year Year of Year 1 3 5 7 EDP Code TOTAL BONDS 2P1877 Ixxxx I XXX I : I ; I : I : TOTAL BONDS OUTSTANDING AS OF DECEMBER 31 $ Tax Anticipation Notes 2P1861 XXXX -. XXX $ s $ S ,. Revenue Ant iciDat ion Notes 2P1862 XXXX ' XXX , , .. Bud2et Notes 2P1863 XXXX XXX CaDi tal Notes 2P1875 XXXX XXX Bond AnticiDation'Notes 2P1876 XXXX . XXX ..-.- TOTAL NOTES XXXX XXX S s $ $ Notes TOTAL NOTES OUTSTANDING AS OF DECEMBER 31 $ TOTAL BONDS AND NOTES I XXXX XXX J $ I $ $ I $ 10 TOWN EDP Code Assessed Valuation of Fire District Within Town Tax Rate per $1,000 of Assessed Valuation 1.28 1. 1 of Real Property Taxes as. shown at top of page 1 COMPtrI'ATION OF FULL VAWATION OF TAXABLE REAL PROPERTY TOWN Total Assessed Valuation Total Full Valuation EDP Code 9ZFE Assessed Valuation of Fire District Within Town Equalization Rate Amount of Tax (Assessed Valuation Multiplied by Tax Rate) * Full Valuation (Assessed Valuation Divided by Equalization Rate) $ 173,749,969 $ 144,342,300 EXAMPLE OF CALCULATION OF FULL VAWATION: Town A Town B Town C Assessed Valuation Full Valuation $10,000 5,000 20.000 $35.000 25% 40% 100% 11 = $40,000 12,500 20,000 = = $72,500 HDTICES Of TORT CWttS FOR THE FISCAL YEAR ENDINS 19 TOTAL IUtBER Of CWItS TOTAL At<<Ufr OF CWItS TOTAL AtIIUfT PAID ON CWItS cbi.. P.-xI~ng< - Begiming of Y_r . Involving Codefend.nVThird Party Def-.llnt Other Cllii~ Notices filed DUring the Y_r Involving Codef8ndu1VThird Party Defendwtt , Other Clai~ L.ss: EOP CODE tueER EDP CODE AtIIUfT t . c " , , '. 9ZTRIO , - 9ZTRll 9ZTRlS 9ZTR16 9ZTR20 9ZTR21 9ZTR2S 9ZTR26 EDP,CODE AHDUfT 1 2 3 It Cbi.. disposed of clJring the ~r Prior to C;I~ BloC 1I.t of court action: - 8y Locali ty - 8y Insurance Carrier Clai_ disposed of during the ~r .fter t:o UXI .Iot of court action: - 8y Locality - 8y Insurance Carrier - 8y .JucV-nt - Other ,( , . _ ~ -, t ~.... ..~", .'.. Equals :' CI.i.. P.xIing - End of Y_r Involving Codefend.nVThird Party Defendwtt Other Clai.s Article It. Section SO-f of the Seneral tlnicipal Law "3... Each officer charged with the duty of -.king .xl keeping the record of clai_ shall ... an .......1 report thereof, in .~ry to the governing board of such lUlicipal corporation or of such authority or co..ission .xl shall fil. a copy the,...f in the office of the stat. COIIIptroll.r within sixty days' aft.r the clos. of the fiscal ~r of such lUlicipal COrporation or of such authority or co..ission. A .....icipal corporation. authori ty or COlIDission Nqlired by section thirty of the general .....icipal 1_ to file an .......1 report of i b fin.nci.l condition with the state CClIIlptroU.r shall file the report req..ired by this -msection with such fin.ncial report." Not.: It is not necessary to furnish -.y additional info....tion on detail. on the above clai.. or notices of cbi... If there ...re not notices of Tort Clai.s filed or disposed of. pl.s. st.t. "NONE" and return this Nlj)Ort with the Arn.l firw.:ial bport. 12 1 2 3 4 S 6 7 e , 10 EDPCODE 9ZTRS4 9ZTR64 9ZTR74 9ZTRM I1J tUtBER OF ClAIKS EDPCODE 9ZTRS6 9ZTR66 9ZTR76 9ZTR86 NOTICES OF TORT ClAIKS FOR THE FISCAL YEAR ENDIIC 19 r2J .....ici~li ty. s Equi table st.,.. EDPCODE I3J Af1[UfT PAID GREATER THAN EQUITABLE SHARE 9ZTRS8 9ZTR68 9ZTR78 9ZTR88 11- ldenti fy the ....,. r col..., 1 J of clei.. diaposed of cb-ing the y_" ......,.. the ..tU..,t MeS det.,...ined in 8CCOr-dance wi th the relative Culpability of eec:h ~,.ty pura~t to an it_ized decision 0" jury verdict end whe,.. the -.,t paid by the ....icipality _s greater than the ....ici~lity.. equitable ...,... Ente,. the ....ici~lity.s equitable ...,.. Ccol~ 2J end the _cess 8lKM.rIt paid Icol\Mn 3 J. 12 hport P.....recI By: ..... " '. Ti t1. 13 "~' Address Phone tullber Dat. CERTIFICATE OF FIRE DISTRICT TREASURER I, John G. Todd certify that I am the Treasurer of the Che lsea (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, 1996. Signature .~ Address Chelsea, NY 12512 Dated January 13 , 19 97 . Telephone (914) 831-6244. Area Code CHAIRMAN OF TIlE BOARD Name Thomas C. Brickner Address P.O. Box II, Chelsea, NY 12512 Telephone (914) 831-5832 Area Code STATE OF NEW YORK OFFICE OF TIlE STATE COMPTROLLER 14