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1998 ~- ~ ~Kounded to the Nearest Dollar "ethod 2f ~ccountinq (Check One) Single Entry Cash Double Entry Modified Accrual x . ANN U A L R E P 0 R T OF THE FIR E D 1ST R I C T T REA SUR E R YEAR ENDED DECEMBER 31 19 98 , - NAME OF DISTRICT HUGHSONVILLE Please check here if the treasurer's name, address and/or telephone number is different from last year. IN THE TO\IN OR TO\INS OF 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 N1. ***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***.. *** N5. 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***.N 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 EDPCODE ASSETS Cash Cash Time Deposits Petty Cash Total Cash Inves t~i:s Investment in Securities Invest~t in Repurchase Ag~ts Total Investment Accounts Recaivables Due from Other FUlCIs A200 A201 AZlO A450 A451 A380 A391 state and Federal Receivables State and Federal, Other A4IO Total State and Federal Receivables Due from other Goverrvnents A440 Inventory Restricted Assets C.sh, Special Reserves Cash in Time Deposits, Special Reserves Investment in Securities, Special Reserves Investment in Repurchase Agreements, Special Reserves Total Restricted Assets TOTAL ASSETS A445 A230 U31 A452 A453 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ LIABILITIES AND FUND E~ITY Accounts Payable Accrued Liabilities Accrued Liabilities Due to Elllploy_s' Reti....,t System Total Accured Liabilities Notes Payable Tax Anticipation Revenue Anticipation Budget Total Notes Payable Due to Other F~s Overpa~ts Due to Other GoveN"lMf'lts Deferred Revenues Total Liabilities FUND E~ITY F~ Balance - Reserved EncutiJrances Inventory Repairs Debt Total Reserved F~ Balance - Unreserved Appropriated-Ensuing Year's Budget lklappropria ted Total Unreserved F~ Eq.Ji ty TOTAL LIABILITIES AND FUND EQUITY 1 (FOR DOUBLE ENTRY UNITS ~LY) .... EDPCODE A600 $ A601 $ A637 A620 A621 A62Z A630 A690 A631 A691 A8Z1 AM5 A88Z A884 A910 A911 .. $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ GENERAL FUND RECEIPTS/REVENUES EDPCODE PAYMENTS/EXPENDITURES EDPCODE Real Property Tax AIOOI $ 329,765 * Judgments and Claims A 1930.4 $ Charges for Fire Protection A2262 $ Personal Services A341O.1 $ 18,180 Interest and Earnings A2401 $ 5,284 Fire Protection Equip/C.ap Outlay A3410.2 $ 66,342 Rentals A2410 $ 400 Fire Protection Contractual A3410.4 $ 98,107 Sale of Equipment A2665 $ State Retirement System A90 I 0.8 $ Insurance Recoveries A2680 $ 9,206 Police and Fire Retire. System A9015.8 $ Refund Expenditures A2701 $ 102 Local P,;'~s;on Funds A9025.8 $ 23.037 -- Other Unclassified Revenue A2770 $ 39 Social Security A9030.8 $ 2,335 bank made acijustment on statement Workers Compensation Insurance A9040.8 $ 14,642 Federal Aid for Civil Defense A4305 $ Life Insurance A9045.8 Transfers A503 1 $ 2,428 Disability Insurance A9055.8 $ 247 Budget Notes Issued A5750 $ Hospital/Medical Insurance A9060.8 $ Tax Anticipation Notes Issued A5760 $ (3) Redemption of Notes A97.6 $ Revenue Ancipation Notes Issued A5770 $ Interest on Notes A97.7 $ Redemption of Bonds A9710.6 $ 30,000 Interest on Bonds A9710.7 $ 2,550 Transfer to Other Funds A9901.9 $ 65,400 Other (Specify) A $ TOTAL RECEIPTS/REVENUES $ 347.225 TOTAL PA YMENTIEXPENDITURES $ 320,839 Fund/Cash (I) Balance At Fund/Cash (1) Balance At Beginning of Year A8021 $ 50,183 End of Year A8029 $ 76,569 $ 397,408 TOTAL $ 397,408 *Note: Town ofWappingers original ta'l: check was in the amount of $329.765: later requesting we return $765: district budget for Real Property Tax was 5329.000 2 CAPITAL PROJECTS ~D - BALANCE SHEET - AS OF ASSETS Cash Cash Time DeposHs Total Cash Investments Investment in Securities Investment in Repurchase . ---';'3men-ts Total I. _ -estments Due from other FU"lds Deposits with other Gove~ts state and Federal, Receivables Restricted Assets Cash, Special Reserves Cash in Time Depo~its, Special Reserve Investment in Securities, Special Reserves Investment in Repurchase Ag~ts, Special Reserves Total Restricted Assets TOTAL ASSETS EDPCODE HZOO HZOl H450 H451 H391 H3'J5 H410 HZ30 H231 H452 H453 $ $ $ $ $ $ $ $ $ $ '- LIABILITIES AND FUlD E~ITY Accounts Payable Accrued Liabilities Accrued Liabilities Total Accrued Liabilities Notes Payable Revenue Anticipation Bond Anticipation T~tc: _ces Payab~~ Retained Fercentages, Contracts Payable Due to Other F\.n:Is Due to Other Gove~ts Other Liabilities Deferred Revenues Total Liebilities FLtlO EUTY Fund Balance - Reserved Enc:unarances Capi tal Resl!r-ve Total Reserved Fund Balance - tklreserved lk8ppropr ia tad Total tklreserved FI..nd Eq.Ji ty TOTAL LIABILITIES AND FUND E~ITY 3 (FOR DOUBLE ENTRY UNITS ONLY) EOPCODe H600 H601 H H621 H62& H&05 H630 H631 H H691 H821 H878 H911 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ " . CAPITAL FUND RECEIPTS/REVENUES EDPCODE PAYMENTS/EXPENDITURES EDPCODE Interest and Earnings H2401 $ 1,696 Fire Protection H3410.2 $ Premo And Accrued Int. on Bonds H2710 $ Redemption of BAN's H9730.6 $ Other (Specify) H2770 $ Transfer to Other Fund H9901.9 $ Other (Specify) H~ $ 170,407 Transfer from General Fund H5031 $ First Payment on chasis Bonds H5710 $ (1) Bond Anticipation Notes H5730 $ 300,000 Capital Notes H5740 $ TOTAL RECEIPTS/REVENUES TOTAL PAYMENTS/EXPENDITURES $ $170,407 Fund/Cash Balance at Beginning Fund/Cash Balance at End of Year H8021 $ of Year H8029 $ 131,289 **TOT AL $ 301,696 **TOT AL $ 301,696 (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 O(S) {FOR SINGLE ENTRY UNITS ONLY, DOUBLE ENTRY UNITS MUST INCLUDE EACH RESERVE IN APPROPRIATE FUND} Do Not Key BIg. Repair & Apparatus . Improvements Type (Purpose) Type (Purpose) Type (Purpose) of Reserve of Reserve of Reserve RECEIPTS EDPCODE Iata1 Interest and Earnings R2401 $ 15,296 $ 12,485 $ 2,811 $ Sales of Assets R2660 $ $ $ $ Other (Specify) R2770 $ $ $ $ Transfers R5031 $ 65,400 $ 50,400 $ 15,000 $ TOTAL RECEIPTS $ 80,696 $ 62,885 $ 17,811 $ Balance Beginning of Year R8021 261,261 $ 192,035 $ 69,226 $ **TOTAL RECEIPTS AND BALANCE $ 341,957 $ 254,920 $ 87,037 $ PAYMENTS Fire Protection R3410.2 $ 0 $ $ $ Transfer to Other Funds R9901.9 $ 2,428 $ $* 2,428 $ Other (Specify) Payments for Air Cleaning System 42,572 $ $* 42,572 $ TOTAL PAYMENTS $ $45,000 $ 0 $ 45,000 $ Balance at End of Year R8029 $ 254,920 $ 42,037 $ **TOTAL PAYMENTS AND BALANCE $ 296,957 $ 42,037 $ **These must be equal. *$45,000 Anticipated total cost of air cieamng system, $2,428 transferred to General Fund to pay for remaining installation adjustment costs. 5 AGENCY F.UNDS * BALANCE SHEET * AS OF ASSETS EDPCODE AGENCY FUND LIABILITIES EDPCODE Cash *Service Awards TAI3 $ Cash TAZOO $ Defe~red Compensation TAI7 Time Deposits TAZOI $ state Retirement TAl8 Total Cesh $ Disability Insurance TAl9 G~ Insurance TAZO Invesu-nts New York stat. Income Tax TAU Investment in Securi ties TA450 $ Fec'''-,:,':' Income Tax TAZZ Investment in Repurchase Ag~ts TA451 Income Executions TAZ3 Secu~i ties and Mortgages TA455 Association and Union Dues TAZ4 Accrued Interest on Secu~ities TA455 U.S. Savings Bonds TAZ5 Acquired Social Secu~ity Tax TAZ6 Cash and Secu~ities with Deferred Guaranty and Bid Deposits TA30 Compo Plan Pravide~ TA460 Foreign Fire Insurance TASO Other Agency Funds I Speci fy ) *Service Award Program Assets TA46 I 217,582 TAS5 TOTAL ASSETS $ 217.582 TOTAL AGENCY LIABILITIES Service Award Program is: Administered by Pen flex $ *Program achinistMlto~ retained by dist~ict. ......... program is achinistrated by the district the TE fund should be used. Accot..nting Program Procedures dated Sept~~ 6. 1990. 6 See Service Awards GENERAL FIXED ASSETS ACCOlJofTS * BALANCE SHEET * AS OF ASSETS EDPCODE EDPCODE INVESn1ENT IN GENERAL FIXED ASSETS Land KIDI $ Bonds ."d Notes KISI $ Buildings KID2 Current Appropriations: KlS2 IlIIprov.-,ts Other than Gi fts KlS3 Buildings KID3 Stat. Aid 1"",<;4 Machinery end Equipn8"lt KID4 Federal Aid K157 Construction Hark in Progress KIDS K K K K - TOTAL ASSETS $ TOTAL INVESTMENT IN GENERAL FIXED ASSETS $ 7 GENERAL LONG-nRH OBLIGATIONS If BALANCE SHEET If AS OF ASSETS EDPCODE Amcu,t Aveilable in Debt Sel"Vice F~ H120 Amcu,b to be provided for Long-Term ObligaHons H125 TOTAL AHOUNT AVAILABLE AND TO BE PROVIDED $ $ LIABILITIES EDPCODe Term Bonds Payable H6Z3 $ Bond Anticipation Notes H6Z6 Capital Notes Payable H6Z7 Bonds Payable H6ze Due to E""loyees' Retirement System H637 Installment Purchase Debt H685 .Judgea.nts and Claims Payable H686 Compensated Absenses H687 O-ther Long-Term Debt H689 $ TOTAL LIABILITIES 8 $ Do Not Kev RECONCILIATION This must be comoleted Balances by Fund at End of Year: (Include cash in checking accounts, time deposits, investments and pettY cash) General Fund... ... ... ......... ...... ......... ... ...... ......... ... ...... ............... ......... ...... ...A............. Capital Fund...... ... ... ...... ... ...... ... ......... ... ...... ... ... ... ... ... ......... .,. ... .,. ... .... ...... ......H...... .......... Reserve Fund......... ...... ......... ... ... ...... ... ... .,. ... ... ... ... ... ... ... ...... ... .., ... .... .., ... .....R............ .... Trust and Agency Funds...... ...... ...... ... ... ......... ... .,. ......... ............ ............ ...........T...... ... ... .... Other Funds... (checking & petty cash)... ...... .., ... ... ...... ...... ...... ......... ... ... ... ... .,. ... ......... ...... ...... ..... Total- All Funds ... ... ...... ...... ... ......... .,. ...... ...... ... ... ... ... ............... ... ..... $ 73,973 $ 131,289 $ 296,957 $ 217.582 $ 2,596 $ 722,397 * Bank Balances at End of Year: Name and Location of Bank Bank Balance Outstanding Checks Net Bank Balance $ 2,560 73,973 42,037 131,289 254,920 14,068 $ 73,973 42,037 $ 131,289 254,920 11,509 $ Bank of New York, Fishkill, NY 12524 (checking) Bank of New York, Fishkill, NY 12524 (Gen. Fund) Bank of New York, Fishkill, NY 12524 (Bldg. Repair) Bank of New York, Fishkill, NY 12524 (Bond Fund) Bank of New York, Fishkill, NY 12524 (Apparatus) Totals $ $ $ Cash on Hand (Date Deposited)............ .......................................... ...... ......... .................. ............. Petty Cash ............................................................................................................................ $ 36 Fund INVESTMENTS HELD AT DECEMBER 31,1998 Description of Investment Purchase Price Mainstay Mutual Funds for Service Award Program Administered by Penflex $ 217,582 TOTAL INVESTMENTS.................. ......... ................................. ................................. ................$ Total Bank Balance, Cash on Hand, Petty Cash and Investments $ 722,397 * *These total must agree 9 . DETAILED STATEMENT OF INDEBTEDNESS Bonds (Show each issue separately by) Year of Issue Interest Rate Outstanding Beginning of Year 1 Issued During Year 3 Redeemed During Year 5 Outstanding End of Year 7 EDP Code 1988 8.5 SJO ,000 5 530 000 SO 1998 $ $ -- TOTAL BONDS 2P1877 XXXX XXX S S TOTAL BONDS OUTSTANDING AS OF DECEMBER 31 $ 0 Tax Anticipation Notes 2P1861 XXXX XXX $ S $ $ Revenue Anticipation Notes 2P1862 XXXX XXX Budjtet Notes 2P1863 XXXX XXX Capital Notes 2P1875 XXXX XXX Bond Anticipation Notes 2P1876 XXXX XXX u 300,000 0 300.000 TOTAL NOTES XXXX XXX $ $ $ $ Notes TOTAL NOTES OUTSTANDING AS OF DECEMBER 31' 98 $ 300, 000 TOTAL BONDS AND NOTES I XXXX XXX I $ I $ I $ I $ 10 TOWN EDP Code own of Wa er Assessed Valuation of Fire District Within Town 178 837 231 Tax Rate per $1,000 of Assessed Valuation DISTRICT TOTAL *Should agree with Receipt of Real Property Taxes as shown at top of page 1 1. 84 COMPUTATION OF FULL VALUATIOK OF TAXABLE REAL PROPERTY **Initially the Town of Wappiner sent a check for 329 765 of $765 at a later date to coincide with our budget. ' Assessed Valuation of Fire District Within Town TOWN Town of Waooinaer Total Assessed Valuation Total Full Valuation EDP Code 9ZFE S 178 R17 ?~1 $ 2,803970 for dist~ict. Equalization Rate S fl1 7R . . ~ Amount of Tax (Assessed Valuation Multiplied by Tax Rate 329 060** * Requested a return Full Valuation (Assessed Valuation Divided by Equalization Rate) 52 803 970 $ 2,803,970 EXAMPLE OF CALCULATION OF FULL VALUATION: Town A Town B Town C Assessed Valuation Full Valuation $10,000 5,000 20,000 $35,000 11 25: 40% 100% = $40,000 12,500 20,000 = = $ 7 2 , 500 .. CE~::FICATE OF FIRE DISTRICT TREASURER Adrienne Dominello (Please Print or Type Name) Fire District and that the following report is a true of such Fire District for the yea~ ended December 31, I, certify that I am the Treasu~r of the HughsonvilIe and correct statement of the financial transactions 1998 Signature c~~~~ Address PO Box 533 Dated .t:\~~ 4- ~ Hughsonville. NY 12537 , 19 <=i' Ct. Telephone ( 914 )297-4960 Area Code CHAIRMAN OF TIlE BOARD Name Robert Padworski Address PO Box 545 HughsonvilIe, NY 12537 Telephone ( 914) 297-4194 Area Code STATE OF NEW YORK OFFICE OF THE STATE COMPTROLLER 12