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2008 .. New Hackensack Fire District Town of Wappinger County of Dutchess Audit Report December 31, 2008 ROBERT G. SHEPHEARD JR., C.P.A., P.C. Certified Public Accountant 488 FREEDOM PLAINS RD., SUITE 122 POUGHKEEPSIE, NY 12603 Robert G. Shepheard Jr., C.P.A Dwight Townsend, Enrol/ed Agent Phone: (845) 485-3000 Fax: (845) 485-3257 Board of Fire Commissioners New Hackensack Fire District. 217 Myers Corners Road Wappingers Falls, NY 12590 We have audited the accompanying balance sheet of the New Hackensack Fire District as of December 31, 2008 and the related statements of revenues and expenditures and cash flows for the year then ended. These financial statements are the responsibility of the organization's management. Our responsibility is to express an opinion on the financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the New Hackensack Fire District as of December 31, 2008, and the results of its operations and its cash flows for the year then ended in conformity with accounting principles generally accepted in the United States of America. (JL.i~1 ~PA P.C. Robert G. Shepheard Jr. CPA P.C. July 1, 2009 Table of Contents Statements Of Financial Transactions Exhibit Balance Sheet Statement of Revenues and Expenditures Statement of Cash Flows Notes to Financial Statements A B C o Assets Cash - Checking Cash - Money Market Funds Cash - Certificates of Deposit Total Assets Liabilities Accounts Payable Fund Balance Unrestricted Restricted Total Fund Balance Total Liabilities and Fund Balance New Hackensack Fire District Balance Sheet December 31,2008 Exhibit A Reserve Funds General Land and Fund Apparatus Buildina Repairs Total $ 33,257 $ - $ 320,032 $ - $ 353,289 182 250,737 20,929 271,848 147,375 861,382 753,087 1,761,844 $ 180,814 $1 ,112,119 $1,073,119 $ 20,929 $2,386,981 $ 3,425 $ - $ - $ - $ 3,425 $ 177,389 $ - $ - $ - $ 177,389 1 ,112,119 1,073,119 20,929 2,206,167 $ 177,389 $1,112,119 $1,073,119 $ 20,929 $2,383,556 $ 180,814 $1 ,112,119 $1,073,119 $ 20,929 $2,386,981 See Accountant's Letter Robert G. Shepheard Jr. CPA P.C. New Hackensack Fire District Statement of Revenues and Expenditures For the Year Ended December 31, 2008 Exhibit B Reserve Funds General Buildings Revenues Fund Aooaratus & Grounds Reoairs Total Real Property Taxes $ 995,558 $ - $ - $ - $ 995,558 Interest Income 14,654 24,062 23,895 288 62,899 Transfers From Other Funds 249,363 112,946 362,309 Other Revenues 35,413 35,413 Total Revenues $ 1,045,625 $ 273,425 $ 136,841 $ 288 $1,456,179 Exoenditures Personal Services $ 135,853 $ - $ - $ - $ 135,853 Fire Equipment 109,561 109,561 Fire - Contractual Expenditures 291,421 291,421 Employee Benefits 154,639 154,639 Transfers To Other Funds 362,309 362,309 Total Expenditures $1,053,783 $ - $ - $ - $1,053,783 Excess Revenues over Expenditures $ (8,158) $ 273,425 $ 136,841 $ 288 $ 402,396 Fund Balance, January 1, 2008 185,547 838,694 936,278 20,641 1,981,160 Fund Balance, December 31,2008 $ 177,389 $1,112,119 $1,073,119 $ 20,929 $ 2,383,556 See Accountant's Letter Robert G. Shepheard Jr. CPA P.C. New Hackensack Fire District Statement of Cash Flows For the Year Ended December 31,2008 Exhibit C Reserve Funds General Buildings Fund Apparatus & Grounds Repairs Total Cash Flows from Operatina Activities Excess Revenue over Expenditures $ (8,158) $ 273,425 $ 136,841 $ 288 $ 402,396 Increase ( Decrease) in: Accounts Payable Net Cash Provided By Operating Activities $ (8,158) $ 273,425 $ 136,841 $ 288 $ 402,396 Net Increase ( decrease) in Cash $ (8,158) $ 273,425 $ 136,841 $ 288 $ 402,396 Cash, January 1, 2008 188,972 838,694 936,278 20,641 1,984,585 Cash, December 31, 2008 $ 180,814 $1,112,119 $1,073,119 $ 20,929 $2,386,981 See Accountant's Letter Robert G. Shepheard Jr. CPA P.C. New Hackensack Fire District Statement of Cash Flows For the Year Ended December 31, 2008 Exhibit C Reserve Funds General Buildings Fund Apparatus & Grounds Repairs Total Cash Flows from Operatina Activities Excess Revenue over Expenditures $ (8,158) $ 273,425 $ 136,841 $ 288 $ 402,396 Increase ( Decrease) in: Accounts Payable Net Cash Provided By Operating Activities $ (8,158) $ 273,425 $ 136,841 $ 288 $ 402,396 Net Increase ( decrease) in Cash $ (8,158) $ 273,425 $ 136,841 $ 288 $ 402,396 Cash, January 1, 2008 188,972 838,694 936,278 20,641 1,984,585 Cash, December 31,2008 $ 180,814 $1,112,119 $1,073,119 $ 20,929 $2,386,981 See Accountant's Letter Robert G. Shepheard Jr. CPA P.C. Exhibit D New Hackensack Fire District Notes to Financial Statements For The Year Ended December 31,2008 ~ Note 1 Basis Presentation Prior to 2006, the Fire District maintained its records on a single-entry cash basis of accounting, as prescribed by the State Comptroller in the Uniform System of Accounts for Fire Districts. Due to recent legislation as enacted by the Office of the State Controller, the Fire District is required to maintain its financial records and report its financial activity using a modified accrual basis of accounting, with one exception, as stated below: 1. A general fixed assets group of accounts, used to record the fixed assets of the district, is not maintained. Fund Accountino The district's accounting system is organized on a fund basis. Each fund is an independent fiscal entity designed to provide for an accounting of resources available to the district, the purpose of which is to provide services to the general public in accordance with specific regulations, restrictions and limitations. A description of the types of funds used herein follows: 1. General Fund - is used to account for all transactions of the district except those required to be segregated or otherwise restricted by law. 2. Reserve Fund - are used for specific purposes as establised by the Board of Commissioners, Le., Fire Apparatus Additions and Building and Ground Improvements. Service Award Prooram The fire district retains a program administrator for its service award program. As of December 31,2008, the service award program had assets and liabilities of $ 605,129. See Accountant's Letter Robert G. Shepheard Jr. CPA P.C.