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2010 ... ~ .. f, ... , ... ... .. ~; .. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED DECEMBER 31.2010 ... ... I. ... III ... .. ~~CG~~'\f~[Q) ~' ~ .. NOV 1 5 2011 TOWN OF WAPPINGER TOWN CLERK II. ... .. if. it ~ .. tM. a.. L. L. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK TABLE OF CONTENTS DECEMBER 31.2010 L. DESCRIPTION P AGE(S) ... Independent Auditors' Report ...................................................................................................... 1-2 g .. Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards ................................................................... 3-4 .. 0, .. Management's Discussion and Analysis (unaudited) F or The Year Ended December 31, 2010. . . . . . . . . .. . . . . .. . . . . . .. . . . .. . . . . . .. . .. . .. .. . . . . . . . . . . . . ...... 5 - 7 L BASIC FINANCIAL STATEMENTS: Government-Wide Financial Statements: .. Statement of Net Assets - December 31, 2010................................................................................8 t'. ... Statement of Activities - For The Year Ended December 31, 2010 ... ............................................................................... ....................................9 ~. k- .. Fund Financial Statements: Balance Sheet - Governmental Funds - December 31, 2010........................................................10 ... Reconciliation of Governmental Funds Balance Sheet To The Statement of Net Assets - December 31,2010 ..............................................................11 , ... Statement of Revenues, Expenditures and Changes In Fund Balances- Governmental Funds - For the Year Ended December 31, 2010.......... ................... .................................................... ....12 ~ .. L Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities - For the Year Ended December 31, 2010............................................13 Statement of Net Assets - Fiduciary Funds - December 31, 2010............................................. ...14 ... w L. , ~ ... if II. ... 5, Statement of Changes in Net Assets - Fiduciary Funds - December 31,2010.............................15 Ii. Notes to the Financial Statements............................................................................................ 16-26 ! .. REQUIRED SUPPLEMENTAL. INFORMATION SECTION: .. Exhibit I Schedule of Revenues, Expenditures and Encumbrances - Budget and Actual General Fund - For the Year Ended December 31, 2010 ...................................................... ......... ................................................... ..27 ~ 7/ V III :<1, i. .. r' ~. .. ~ ... { II. ~ L 1. ~ if II. ~: .. .. .. , Ii. 1 i.. ~. .. ~. .. ~ it. ~. i( .. *~ i.. L. L ~ .. ~ *: iii ~ I. L l, L ~ L ;:; i? .. t .. ~.' .. i. .. ~~ SEDORE Partners James LSedore,Jr., CPA Mark S O'Sullivan, CPA James F Letter/o,Jr., CPA Linda M Hannigan, CPA Karen T Hansen, CPA Jeffrey L Brown, CPA Charles R. Rae, Jr., CPA HUDSON VAllEY CPAs Navigating Your Success INDEPENDENT AUDITORS' REPORT To the Members of the Board of Fire Commissioners Hughsonville Fire District 88 Old Hopewell Road Hughsonville, New York 12537 We have audited the accompanying financial statements of the governmental activities, each major fund and the remaining fund information of the Hughsonville Fire District, Hughsonville, New York as of December 31, 2010, and for the year then ended which collectively comprise the District's basic financial statements as listed in the foregoing Table of Contents. These financial statements are the responsibility of the Hughsonville Fire District, Hughsonville, New York's management. Our responsibility is to express an opinion on these basic financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America, and the standards applicable to financial audits contained in the Government Auditing Standards issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of 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 financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the governmental activities, each major fund and the remaining fund information of the Hughsonville Fire District, Hughsonville, New York, as of December 31, 2010, and the respective changes in financial position for the year ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued our report dated August 30, 2011 on our consideration of the Hughsonville Fire District's, Hughsonville, New York, internal control over financial reporting and our tests of its compliance with certain provisions of laws, regulations contracts and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be read in conjunction with this report in considering the results of our audit. Poughkeepsie Office 2678 South Road I Suite 101 I Poughkeepsie, New York 12601 Tel: (845) 485-5510 I Fax: (845) 485-5547 I EmaiI: info@sedoreco.com [ Web: www.sedoreco.com POUGHKEEPSIE · PORT JERVIS · FISHKILL 1 ~ .. L I' ~ '- Accounting principles generally accepted in the United States of America require that the Management's Discussion and Analysis and Exhibit I, budgetary comparison information, be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. 'i } ~ It ! ~ .. i .. L ~ ~ ~ CilRS Poughkeepsie, New Yark August 30, 2011 i~ i' .. t .. ~ ~ ill ~ i. t .. L l i L. t .. ~ .. L 2 ii' . II. it L L 1. k .. ~, .. L tf ~ .. II .. r ! ... ~ , j.~ III L f .. ~ .. hi; L i. l ~; .. L f, .. ~~ SEDORE Partners James L. Sedore, Jr., CPA Mark S. O'Sullivan. CPA James F Letteria, Jr:. CPA Linda M Hannigan. CPA Karen T Hansen, CPA Jeffrey L. Brown, CPA Charles R. Rae. Jr. CPA HUDSON VAllEY CPAs Navigating Your Success REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Members of the Board of Fire Commissioners Hughsonville Fire District 88 Old Hopewell Road Hughsonville, New York 12537 We have audited the accompanying financial statements of the governmental activities, each major fund, and the aggregate remaining fund information financial statements of the Hughsonville Fire District, Hughsonville, New York as of and for the year ended December 31, 2010, which collectively comprise the District's basic financial statements and have issued our report thereon dated August 30, 2011. We conducted our audit in accordance with generally accepted auditing standards and the standards applicable to financial audits contained in the Government Auditing Standards issued by the Comptroller General of the United States. Internal Control Over Financial Reporting In planning and performing our audit, we considered the Hughsonville Fire District's internal control over financial reporting as a basis for designing our auditing procedures for the purpose of expressing our opinions on the financial statements but not for the purpose of expressing an opinion on the effectiveness of the Hughsonville Fire District's internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the District's internal control over financial reporting. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. Our consideration over internal control over financial reporting was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control over financial reporting that might be deficiencies, significant deficiencies, or material weaknesses. We did not identify any deficiencies in internal control over financial statement reporting that we consider to be material weaknesses, as described above. However, we identified certain deficiencies in internal control over financial reporting, described in the accompanying Schedule of Findings and Responses that we consider to be significant deficiencies in internal control over financial statement reporting. A significant deficiency is a deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Poughkeepsie Office 2678 South Road I Suite 101 I Poughkeepsie, New York 12601 Tel: (845) 485-5510 I Fax: (845) 485-5547 I Email: info@sedoreco.com I Web: www.sedoreco.com POUGHKEEPSIE. PORT JERVIS · FISH KILL 3 !; .. L. L Compliance and Other Matters ~ .. As part of obtaining reasonable assurance about whether the Hughsonville Fire District's financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance that is required to be reported under Government Auditing Standards. L ~i lit We noted certain immaterial instances of noncompliance that we have also reported to management ofthe Hughsonville Fire District in a separate letter dated August 30, 2011. , L The Hughsonville Fire District's response to the findings identified in our audit is included in the separate letter described above. We did not audit the District's response and, accordingly, we express no opinion on it. <f it .. . L This report is intended solely for the information and use of the Board of Fire Commissioners and is not intended to be and should not be used by anyone other than these specified parties. L .~ iLM-,jI~ (!I7,4s Poughkeepsie, New York August 30, 2011 l L l ~ M(_ .. L ~~ hi. .. L L {, .. 4 L. :;; ... HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK MANAGEMENT'S DISCUSSION AND ANALYSIS-UNAUDITED DECEMBER 31.2010 ii. ~; .. The following "Management's Discussion and Analysis" report (MD&A) provides the reader with an introduction and overview to the financial activities and performance of the Hughsonville Fire District for the year ended December 31, 2010, as mandated by GASB #34. This information should be reviewed in conjunction with the audited financial statements of the District. ,c;i , .. i Ii. These audited financial statements consist of five parts: The Independent Auditors Report on our financial statements, Managements Discussion and Analysis, Government Wide Financial Statements, Fund Financial Statements, and Notes to the Financial Statements. The Government Wide Financial Statements provide long and short term information about the District's overall financial status. Our analysis of the District's major funds begins on page 7. The fund financial statements provide detailed information about the most significant funds. Some funds are required to be established by State law. n ia .. FINANCIAL POSITION SUMMARY .. Net Assets serve as an indicator of the District's financial position. The District's Assets exceeded liabilities by $1,323,700, an increase of$36,123 over December 31,2009. This differs from fund balance in that fixed assets are added and bonded debt is deducted. Total assets amounted to $2,039,279, including net fixed assets of$I,835,024. Assets amounted to $2,121,323 at the end of 2009, having decreased by $82,044. Liabilities amounted to $715,579, of which $130,469 was due in one year or less and $585,110 is due after one year, representing a decrease of $22,484 over 2009 resulting from payments on long term debt. Total revenues amounted to $741,849, with real property taxes of $ 7 40,936 being the most significant. Revenues increased $1,928 over 2009 mostly due to an increase in property tax revenue. Expenses amounted to $705,726 with expenses for public safety of $672,804 being the most significant. Net assets increased by $36,123 for the year from operations. '~ ... .. i. i. The following is a summarized comparative description of the District's assets, liabilities and net assets for the years ended December 31, 2010 and 2009. ~\ .. ~~ .. La .. ~ .. %:: i. 5 l' L ~: .. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK MANAGEMENT'S DISCUSSION AND ANALYSIS-UNAUDITED (CONT'D.) DECEMBER 31.2010 ~. ... & .. L ~ L Governmental Activities 2010 2009 $ 204,255 $ 430,021 1,835,024 1,691,302 $ 2,039,279 $ 2,121,323 $ 130,469 $ 226,151 585,110 607,594 715,579 833,745 1,216,326 1,255,160 107,374 32,418 1,323,700 1,287,578 $ 2,039,279 $ 2,121,323 L Cash and cash equivalents Fixed assets Total Assets L La CtnTent liabilities Non-ctnTent liabilities Total liabilities i1 i' I. it Invested in Capital Assets, net of related debt Unrestricted net assets Total net assets Total liabilities and net assets ~ L ~ I. ! L L f L l L L Change $ (225,766) 143,722 (82,044) $ $ (95,682) (22,484) (118,166) $ (38,834) 74,956 36,122 (82,044) 6 l .. .. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK MANAGEMENT'S DISCUSSION AND ANALYSIS-UNAUDITED (CONT'D.) DECEMBER 31.2010 L , L Governmental Activities Year Ended December 31, 2010 2009 .. Change i .. Program Revenues Grants and contributions General revenues Property taxes Interest Earnings Other revenues Total revenues $ $ 19,217 $ (19,217) 740,936 719,143 21,793 913 1,418 ( 505) 143 (143) 741,849 739,921 1,928 l l L. Expenses Public safety Interest Total expenses 672,804 32,922 705,726 607,601 33,536 641,137 65,203 (614) 64,589 L e L. Increase (decrease) in net assets $ 36,123 $ 98,784 $ (62,661 ) , L For details of the District's finances, see the accompanying financial statements and Notes thereof. l GENERAL FUND There was an increase in Fund Balance in 2010 of $18,515 from operations. L Real property taxes increased by $21,793 in 2010. This was due to an increase in the District's tax levy to cover fire services provided to the community. " L The District completed a new building in 2010, for a total cost of $311,418. Total capitalized equipment purchases amounted to $99,160. Total vehicle purchases amounted to $90,000. L FINANCIAL STATEMENTS l> .. The District's financial statements are prepared in accordance with generally accepted accounting principles, as promulgated by the Governmental Accounting Standards Board (GASB). The District is structured as governmental funds. See the accompanying Notes to the Financial Statements. l f .. 7 L L HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK STATEMENT OF NET ASSETS DECEMBER 31. 2010 L GOVERNMENTAL ACTIVITIES L ASSETS ~ f.. Current Assets: Cash and cash equivalents Restricted cash Total Current Assets $ 153,309 50,946 204,255 :' >> ... Capital Assets Buildings, Vehicles and equipment, net of accumulated depreciation of $1,134,416 Total Capital Assets 1,835,024 1,835,024 L $ 2,039,279 \1: ~ It Total Assets tt LIABILITIES Current Liabilities: Accounts payable $ 2,358 Accrued interest 17,489 Service Award Program contributions payable 26,088 Current Portion of Long- Term Liabilities: Obligations under capital lease 33,257 Bonds and notes payable 51,277 Total Current Liabilities 130,469 Non-Current Liabilities: Obligations under capital lease 454,337 Bonds and notes payable 130,773 Total Non-Current Liabilities 585,110 Total Liabilities 715,579 NET ASSETS Invested in Capital Assets, net of related debt 1,216,326 Unrestricted 107,374 Total Net Assets 1,323,700 Total Liabilities and Net Assets $ 2,039,279 L L L L ~y ~. I. l L i L L ~ II. l The accompanying Notes to the Financial Statements should be read in conjunction with these Financial Statements. 8 L , L l L L FUNCTIONS/PROGRAMS Governmental Activities: L. Public Safety Interest Total Governmental Activities $ L ~ .. ~ L I: .. \l' ~ .. ~ i. j.; .. k '" ~ L ~ I.. ~ ... l l L HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK STATEMENT OF ACTIVITIES FOR THE YEAR ENDED DECEMBER 31,2010 OPERATING GRANTS AND EXPENSES CONTRIBUTIONS $ 672,804 32,922 $ 705,726 $ General Revenues Taxes: Real Property Taxes Unrestricted Investment Earnings Miscellaneous Total General Revenues Change in Net Assets Net Assets at Beginning of Year Net Assets at End of Year The accompanying Notes to the Financial Statements should be read in conjunction with these Financial Statements. NET (EXPENSE) REVENUE AND CHANGES IN NET ASSETS GOVERNMENTAL ACTIVITIES $ (672,804) (32,922) (705,726) 740,936 913 741,849 36,122 1,287,578 $ 1,323,700 9 !l; lilt '" .. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK BALANCE SHEET GOVERNMENTAL FUNDS DECEMBER 31. 2010 10 .. .. GENERAL FUND CAPITAL PROJECTS FUND TOTAL GOVERNMENTAL FUNDS ASSETS ... Cash and cash equivalents Restricted cash Due from other funds $ 153,309 $ $ 153,309 50,946 23,629 50,946 23,629 II. Total Assets $ 176,938 $ 50,946 $ 227,884 ~ LIABILITIES AND FUND EQUITY ... LIABILITIES Accounts payable Due to Other Funds $ 2,358 $ $ 2,358 23,629 ... 23,629 Total Liabilities 2,358 23,629 25,987 ~ ... FUND EQUITY Fund Balance (Deficit): Reserved for: Capital 27,318 27,318 Encumbrances Undesignated 174,580 174,580 Total Fund Equity 174,580 27,318 201,897 Total Liabilities and Fund Equity $ 176,938 $ 50,946 $ 227,884 .. i. ~. .. L , .. # .. Ii. ... The accompanying Notes to the Financial Statements should be read in conjunction with this Financial Statement. ~ .. 10 ~ ... tf HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK RECONCILIATION OF GOVERNMENTAL FUNDS BALANCE SHEET TO THE STATEMENT OF NET ASSETS DECEMBER 31. 2010 .. L. ... ~. Ii. Total Fund Equity for Governmental Funds $ 201,897 i ~ Total Net Assets Reported for Governmental Activities in the Statement of Net Assets are Different Because: r .. Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds. 1,835,024 ... Current service award liabilities and long-term liabilities, including bonds payable are not due and payable in this period and therefore are not reported in the funds. (695,732) L Accrued interest is not reported in the funds. (17,489) f li, .. Total Net Assets of Governmental Activities $ 1,323,700 !> ... l .. ~. ','> .. ~. .. ~ .. t .. Ii. ~ .. The accompanying Notes to the Financial Statements should be read in conjunction with this Financial Statement. fit .. 11 f" , .. l HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS FOR THE YEAR ENDED DECEMBER 31. 2010 B La ~ La CAPITAL TOTAL GENERAL PROJECTS GOVERNMENTAL FUND FUND FUNDS REVENUES Real Property Taxes $ 740,936 $ $ 740,936 Other Payments In Lieu of Taxes Use of Money and Property 832 81 913 Sale of Property and Compensation for Loss Miscellaneous Local Sources State Aid Total Revenues 741,768 81 741,848 EXPENDITURES Public Safety 628,894 108,625 737,519 Employee Benefits 79,363 79,363 Debt Service 104,996 104,996 Total Expenditures 8 I 3,253 108,625 921,877 Excess of Revenues Over Expenditures (71,485) (l 08,544) (180,031) Other Financing Sources: Proceeds of Debt 62,050 62,050 Operating transfers in 90,000 90,000 Operating transfers out (90,000) (90,000) Total Other Financing Sources 90,000 (27,950) 62,050 Excess (Deficiency) of Revenue and Other Sources Over Expenditures and Other Uses 18,5 I 5 (136,494) (117,981) Fund Balance, December 31, 2009 156,065 163,812 319,877 Fund Balance, December 31, 2010 $ 174,580 $ 27,318 $ 201,897 l I ... f L. i L. & L iJ!. ~, L. ~ ... L !~ ... t" H I. I' ~"f Jk .. ~ L. it. Ii. The accompanying Notes to the Financial Statements should be read in conjunction with this Financial Statement. ~. L. 12 l ... t L. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK RECONCILIATION OF STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED DECEMBER 31. 2010 t" ~ ~ II. l ... Net Change in Fund Equities - Governmental Funds The Change in Net Assets reported for Governmental Activities in the Statement of Activities is different because: \ I.. Governmental funds report all capital outlays as expenditures. However, in the statement of activities, the cost of certain assets is allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which capital outlay expense exceeded depreciation in the current period. L l . L. In the statement of activities, the service award liability for the current period is accrued, whereas in governmental funds, the required annual contribution is reported when due. l .. Bond proceeds are reported as financing sources in governmental funds and thus contribute to the change in fund balance. In the statement of net assets, however, issuing debt increases long-term liabilities and does not affect the statement of activities. Similarly, repayment of principal is an expenditure in the governmental funds but reduces the liability in the statement of net assets. ~ t .. ~. .. Proceeds of Debt Repayments: Bond Principal Capital Lease Principal i . \) L In the statement of activities, interest is accrued on outstanding bonds, whereas in governmental funds, an interest expenditure is reported when due. $ (117,981) 143,723 356 (62,050) 40,000 33,257 l (1,183) Net Change in Net Assets of Governmental Activities $ 36,122 ~ a. I .. .. ~. L. The accompanying Notes to the Financial Statements should be read in conjunction with this Financial Statement. L 13 l l HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK STATEMENT OF NET ASSETS FIDUCIARY FUNDS DECEMBER 31. 2010 ~ f' ... ASSETS L f: .. Cash and Cash Equivalents Investments Contributions Receivable L Total assets i III LIABILITIES Liabilities '" ~ .. Total liabilities L NET ASSETS Held in Trust for Service Award Program Benefits ~ L. Net Assets i. TOT AL LIABILITIES AND NET ASSETS 1Z ~ III ~ ~ '- ~ L ~ .. ~ .. SERVICE AWARD PROGRAM $ 25,785 451,899 26,088 $ 503,772 $ 503,772 503,772 $ 503,772 The accompanying Notes to the Financial Statements should be read in conjunction with these Financial Statements. ~ La l 14 t Wi:': gt .. ~ HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK STATEMENT OF CHANGES IN NET ASSETS FIDUCIARY FUNDS DECEMBER 31. 2010 ( r .. \ I. SERVICE AWARD PROGRAM ADDITIONS ~' .. Contributions Investment Earnings $ Total Additions 42,474 30,095 .. 72,569 La DEDUCTIONS " .. Benefits 'fl. ~~ Total Deductions 24,000 24,000 .. Change in Net Assets ,~ , lit Net Assets - January 1,2010 455,203 ... Net assets - December 31, 2010 $ 503,772 \ L ~t, .. ~;:, I. ~r .. ~, .. .. .. The accompanying Notes to the Financial Statements should be read in conjunction with these Financial Statements. .. 48,569 15 f L ~ .. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK NOTES TO THE FINANCIAL STATEMENTS DECEMBER 31. 2010 t ,< Ii. L. NOTE A - Summary of Accountin2 Policies L The Hughsonville Fire District, Hughsonville, New York ("the District") was incorporated under the provisions of the State'of New York. The District operates under a District Corporation form of government, consisting of a Board of five Fire Commissioners. The Chairman serves as the Chief Executive Officer and the Treasurer as the Chief Fiscal Officer of the District. L The District provides fire protection medical services to residents and businesses of the Hughsonville Fire District which is located in the Town of Wappinger, Dutchess County, New York. ! L The financial statements of the District 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, some of which are as follows: ~ L. 1. The Reportin2 Entitv t $ L. The District, for financial purposes, includes all of the funds and account groups relevant to the operations of the Hughsonville Fire District, Hughsonville, New York. The financial statements include organizations, functions and activities that are controlled by or dependent upon the District. Control or dependence is determined on the basis of budget adoption, taxing authority, funding and appointment of the respective governing board. L 2. Basic Financial Statements - Government-Wide Statements ~' L The District's basic financial statements include both government-wide (reporting the District as a whole) and fund financial statements (reporting the District's major funds). Both the government-wide and fund financial statements categorize primary activities as either governmental or business type activities. The District's fire protection services and general administrative services are classified as governmental activities. l l In the government-wide Statement of Net Assets, the governmental activities columns is presented on a consolidated basis by column, and is reported on a full accrual, economic resource basis, which recognizes all long-term assets and receivables as well as long-term debt and obligations. The District's net assets are reported in three parts-invested in capital assets, net of related debt; restricted net assets; and unrestricted net assets. The District first utilizes restricted resources to finance qualifying activities. l L The government-wide Statement of Activities reports both the gross and net cost of each of the District's functions or activities. The functions are also supported by general government revenues (property taxes, certain intergovernmental revenues, and charges, etc.). The Statement of Activities reduces gross expenses by related program revenues, operating and capital grants. Program revenues must be directly associated with the function (public safety, in the case of the District). Operating grants include operating-specific and discretionary (either operating or capital) grants while the capital grants column reflects capital-specific grants. L L. L La 16 , , j; .. L. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) DECEMBER 31.2010 l i' L NOTE A - Summary of Accountine: Policies (Continued) f. , .. The net costs are normally covered by general revenue (property taxes and interest income, etc). ~ ... This government-wide focus is more on the sustainability of the District as an entity and the change in the District's net assets resulting from the current year's activities. < L 3. Basic Financial Statements- Fund Financial Statements ;i .\'; 1. The financial transactions of the District are reported in individual funds in the fund financial statements. Each fund is accounted for by providing a separate set of self-balancing accounts that comprises its assets, liabilities, reserves, fund equity, revenues and expenditures/expenses. Funds are organized into three major categories: governmental, proprietary, and fiduciary. An emphasis is placed on major funds within the governmental and proprietary categories. A fund is considered major if it is the primary operating fund of the District or meets the following criteria: L ~ .. a. Total assets, liabilities, revenues, or expenditures/expenses of that individual governmental or enterprise fund are at least 10 percent of the corresponding total for all funds of that category or type; and, L b. Total assets, liabilities, revenues, or expenditures/expenses of the individual governmental fund or enterprise fund are at least 5 percent of the corresponding total for all governmental and enterprise funds combined. L The following fund types are used by the District: L. A. Governmental Funds L The focus of the governmental funds' measurement (in the fund statements) is upon determination of financial position and changes in financial position (sources, uses, and balances of financial resources) rather than upon net income. !l I. The following is a description of the governmental funds of the District: 1. General Fund is the general operating fund of the District. It is used to account for all financial resources except those required to be accounted for in another fund. The General Fund is considered a major fund and is presented separately. L 2. Capital Projects Fund is used to account for financial resources to be used for the acquisition or construction of major facilities or equipment. .. L ~ ~~ III 17 l ~ HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) DECEMBER 31.2010 , L L. NOTE A - Summary of Accountin2 Policies (Continued) l B. Fiduciary Funds , L Fiduciary Funds are used to report assets held in a trustee or agency capacity for others and therefore are not available to support District's programs. The reporting focus is on net assets and changes in net assets and are reported using accounting principles similar to proprietary funds. 1 .. The District's fiduciary funds are presented in the fiduciary fund financial statements. Since by definition these assets are being held for the benefit of a third party and cannot be used to address activities or obligations of the government, these funds are not incorporated into the government-wide statements. if t .. 4. Basis of Accountin2 ~ ~ ... Basis of accounting refers to the point at which revenues or expenditures/expenses are recognized in the accounts and reported in the financial statements. It relates to the timing of the measurements made regardless of the measurement focus applied. l A. Accrual ~ L. The governmental activities in the government-wide financial statements and fiduciary fund financial statements are presented on the accrual basis of accounting. Revenues are recognized when earned and expenses are recognized when incurred. f. L B. Modified Accrual L The governmental funds financial statements are presented on the modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recorded when susceptible to accrual; i.e., both measurable and available. "Available" means collectible within the current period or within 60 days after year-end. Expenditures are generally recognized under the modified accrual basis of accounting when the related liability is incurred. The exception to this general rule is that principal and interest on general obligation long-term debt, if any, is recognized when due. L L 5. Financial Statement Amounts A. Budgets ~ Ii. The District employs a formal budgetary accounting system as required by law. During the year, a budget was adopted and modified by the Board for the General Fund. However, for the Capital Projects Fund, budgets are established at the project level and continue until the project is completed. Unused appropriations of the annually budgeted funds lapse at the end of the year. ~ l L 18 l L. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) DECEMBER 31.2010 t L l NOTE A - SummarY of Accounting: Policies (Continued) l B. Cash and Investments L Cash includes amounts in demand and time deposits, as well as, short-term investments. State statutes and the District's own written investment policy govern the investment policies of the District. Demand and 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. L The cash and investments of the District at December 31, 2010, are as follows: } L GFNmAL CAPITAL PROJECTS FlJND FlJND TOTAL Interest Bearing Accounts $ 153,309 $ 50,946 $ 204,255 TOTAL $ 153,309 $ 50,946 $ 204,255 ~ ill l .. Governmental Accounting Standards Board Statement No. 40 Deposit and Investment Risk Disclosure, directs that deposits be disclosed as exposed to custodial credit risk if they are not covered by depository insurance or collateralized by securities held by the District or its agent in the District's name. Deposits and investments at December 31, 2009 were entirely covered by federal depository insurance or collateral held by the District's custodial bank in the District's name and is not subject to custodial credit risk. L. La i L C. Pension Plan -Volunteer Firefie:hter Service Award Prog:ram 1. Plan Description L it << .. The District contributes to the Hughsonville Fire District Volunteer Firefighter Service Award Program, a plan of deferred compensation (i.e. a non-qualified plan under the Internal Revenue Code). The District Board of Fire Commissioners of the Hughsonville Fire District is the Trustee and Plan Administrator for the Service Award Program. The District Board of Fire Commissioners retains an independent third party pension plan administration firm to assist them in administering the Service Award Program. In addition, plan investments are made through an independent broker who advises the District Board of Fire Commissioners with regard to the investment ofthe Program assets. L ... ~. ... l 19 ~ L. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) DECEMBER 31.2010 La i i.. NOTE A - Summary of Accountine: Policies (Continued) L All persons who are active volunteer firefighters of the District in accordance with the by- laws of the Hughsonville Fire Company are eligible to become participants in the Service Award Program. An individual firefighter's earned Service Award equals $20 per month for each year of service credit earned to a maximum of 20 years with lifetime monthly Service Award payments commencing upon attainment of age 62. A firefighter earns a year of service credit for a calendar year if he or she earns a minimum number of points for participation in volunteer firefighter activities under a point system and meet any other active volunteer firefighter requirements imposed by the District/Fire Company. A volunteer firefighter's earned Service Award vests after the firefighter earns five years of Service A ward Program service credit. Death and disability benefits are also provided to volunteer firefighters under the Service Award Program. The Service Award Program was established in accordance with Article ll-A of the New York State General Municipal Law. L. @ .. L r }2 .. 2. Plan Investments .. The Program assets can be invested in Money Market Funds, Mutual Funds, U.S. Government Securities, and Certificates of Deposit and are recorded at fair market value. They are not subject to the collateral requirements described in Note B. 3. Funding Status of the Program L The amount shown below as the pension benefit obligation is a standardized disclosure measure of the present value of earned Service Awards (i.e. for this purpose, a firefighter's earned Service Award is considered to be a pension benefit), estimated to be payable in the future as a result of volunteer firefighter service rendered to date. The difference between the pension benefit obligation and the accumulated plan assets is the unfunded portion of the pension benefit obligation (i.e. the unfunded pension benefit obligation). This measure is intended to assess the funding status of the District's Service A ward Program on a going concern basis and assess progress made in accumulating sufficient assets to pay earned Service Awards when due. The calculation of the pension benefit obligation is independent of the actuarial funding method used to determine annual contributions payable to the Service Award Program Trust Fund. ~ ll. L. L L The pension benefit obligation was computed as part of an actuarial valuation performed as of December 31, 2010. Significant actuarial assumptions used in the valuation include: i. a. the rate of return on the investment of present and future assets of 5.5% a year, compounded annually; and, b. the actuarial value of earned Service Awards calculated on the assumption that each participating firefighter continues to be an active volunteer firefighter, lives to age 62 and his or her post age 62 mortality is in accordance with the 1994 Unisex Pensioners Mortality Table for males projected to 2007 with Scale AA. i. i. II. 20 ~ .. ~ L HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK ~ NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) L DECEMBER 31. 2010 L NOTE A - Summary of Accountine: Policies (Continued) The actuarial valuation performed as of December 31, 2010 used the following: La Actuarial Cost Method Amortization Method Remaining Amortization Period - prior service cost Asset valuation method Attained Age Level Dollar l 5 years Fair value L The total unfunded pension benefit obligation applicable to the District's volunteer firefighter participants in the Service Award Program was $318,674 as of December 31, 2010, is as follows: L Pension Benefit Obligation: L Retirees Receiving Benefits: $ 240,785 483,638 98,023 822,446 (503,772) $318,674 Current Volunteer Firefighters " t IIa V ested Terminations La Total Pension Benefit Obligation Net Assets Available for Benefits, at Market Value l Unfunded Pension Benefit Obligation The District has a net pension obligation equivalent to the unfunded required contributions, described as follows: L Actuarial Valuation Date 12/31/08 12/31/09 12/31/1 0 Actuarial Value of Plan Assets $381,542 $455,203 $503,772 Liability $29.823 $29.064 $26.088 Actuarial Accrued Liability 12/31/08 12/31/09 12/31/10 Beginning Balance $34,214 $29,823 $29,064 Accrued Interest 1,555 1,379 0 Contribution Due 28,268 25,065 26,088 Decrease (Payment Described Below) (34,214) (27,203) (29,064) Ending Balance $29.823 $29.064 $26.088 " ... j .. L i~ II. ... lia 21 l La HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) DECEMBER 31,2010 L L NOTE A - Summary of Accountine: Policies (Continued) The change in net assets is as follows: La Contributions Accrued Net Investment Income Benefits Paid $42,474 30,095 (24,000) 48,569 455.203 $503,772 E! i. Net Increase Net Assets January 1,2010 Net Assets December 31, 2010 La L. 4. Actuarially Determined Contribution Requirements and Contributions Made is L The District contribution to the Service Award Program Trust Fund for the calendar year ended December 31, 2010 of $26,088 was calculated in accordance with actuarially determined requirements computed through the actuarial valuation performed as of December 31,2010 and is due in 2011. The liability is included in the Statement of Net Assets. The contribution consisted of: ~i L a. $24,728 normal cost and timing adjustment of$1,360; b. There is no past E.A. service cost. L The computation of the service award program contribution requirements for the current fiscal year was based on the same actuarial assumptions, benefit provisions, actuarial funding method, and other factors used to determine the program contribution requirements in prior years. L Ii L 5. Trend Information f\ 'I .. Three year funding trend information is as follows. The net pension obligation is equivalent to the unfunded actuarial liability representing unpaid contributions. ~ .. Annual Pension Cost Percentage Contributed 12/31/08 $28.268 100% 12/31/09 $25.065 100% 12/31/1 0 $26.088 100% ~ I. Net Pension Obligation $29.823 $29.064 $26.088 Ii I. .. , L. 22 ~i- ~ III L HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK NOTES TO THE FINANCIAL STATEMENTS (CONTI D.) DECEMBER 31. 2010 t .. , t .. NOTE A - Summary of Accountin2 Policies (Continued) , La D. Property Taxes l The District submits an approved budget to the Town ofWapJ;>inger for submission to the Dutchess County Commissioner of Finance by December 5 of the previous year. The County then establishes the warrant for the year which is due and payable on or about January 1 of each year. The Town collects the taxes and forwards the District's levy in full. L E. Lon2- Term Obli2ations ~ .. 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 full amount of such obligations is reported in the Statement of Net Assets. ~, L L F. Insurance L The Hughsonville Fire District assumes the liability for most risk including, but not limited to, property damage and personal injury liability. Such risks are covered by the purchase of commercial insurance. Judgments and claims are recorded when it is probable that an asset has been impaired or a liability has been incurred and the amount of loss can be reasonably estimated. Workers compensation coverage is provided through a retrospective policy, wherein premiums are recorded based on the ultimate cost of the experience to date of workers in similar occupations. L ~ .. G. Capital Assets Capital assets purchased or acquired are reported at historical cost or estimated historical cost. Contributed assets are reported at fair market value as of the date received. Additions, improvements and other capital outlays that significantly extend the useful life of an asset are capitalized. Other costs incurred for repairs and maintenance are expensed as incurred. Depreciation is provided on the straight-line basis over the estimated useful lives of 5-20 years. ~ L , .. H. Interfund Activitv t, r " Interfund activity is reported as either loans, services provided, reimbursements or transfers. Loans are reported as interfund receivables and payables as appropriate and are subject to elimination upon consolidation. The District generally records interfund transactions as transfers. Balances and transfers between governmental or proprietary funds are netted as part of the reconciliation to the government-wide financial statements. The District reflected the use of Capital Reserve funds in the amount of $90,000 by the General Fund at year-end. 1 .. .~ L tj L 23 L L La Ii i. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) DECEMBER 31.2010 ~ 11 II. NOTE A - Summary of Accountint!: Policies (Continued) I. Use of Estimates L L The preparation of basic financial statements, in conformity with accounting principles generally accepted in the United States of America, requires management to make estimates and assumptions that affect the amounts reported in the basic financial statements and the accompanying notes. Actual results could differ from those estimates. L J. Risk Manae:ement L The District assumes the liability for most risk including, but not limited to, property damage and personal injury liability. Such risks are covered by the purchase of commercial insurance. Judgments and claims are recorded when it is probable that an asset has been impaired or a liability has been incurred and the amount of loss can be reasonably estimated. Workers compensation coverage is provided through a retrospective policy, wherein premiums are recorded based on the ultimate cost of the experience to date of workers in similar occupations. i' g .. L. NOTE B - Capital Assets The following is a summary of the changes in Capital assets for the year: l Gowrnmental Activities: Vehicles if Equiptrent .. Buildings L Construction in progress Total .. Less Accumulated Depreciation Vehicles BALANCE BALANCE JANUARY 1, DECFMBFR 31, 2010 ADDmONS (DISPOSAlS) 2010 $ 2,218,075 $ 90,000 $ - $ 2,308,075 250,787 99,160 349,947 311,418 311,418 133,049 13 L 794 (264.843) $ 2,601,911 $ 632,372 $ (264,843) $ 2,969,440 },i ~ . .. ~' .. $ 798,597 $ 159,120 112,012 56,902 7,785 910,609 223,807 $ 1,691,302 $ 408,565 $ - $ 957,717 168,914 7,785 1,134,416 1,835,024 ,} II. Equiptrent Buildings Total Accumulated Depreciation Gowrnmental Activities Captal Assets, Net $ (264,843) $ .. *Depreciation was charged to govemtrentalactivities as follows: .. Public Safety $ 223.807 24 Ws .. Ii. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK NOTES TO THE FINANCIAL STATEMENTS (CONTI D.) DECEMBER 31.2010 L ~~. ~^ .. NOTE C - Lone-Term Debt The District borrows money in order to acquire equipment or construct buildings and public improvements. This enables the cost of these capital assets to be borne by the present and future taxpayers receiving the benefit of the capital assets. The provision to be made in future budgets for capital indebtedness represents the amount, exclusive of interest, authorized to be collected in future years from taxpayers and others for liquidation of long-term liabilities. La II. 1. Serial Bonds Payable L The District may borrow an amount for any object or purpose for which has a period of probable usefulness has been established. The Serial Bonds Payable, as of December 31, 2010, are as follows: ;, ill ~ ORIGINAL ISSUE DATE 06/10/03 FINAL MA 1lJRITY DATE 06/09/13 ORIGINAL AMOUNT OF ISSUE $ 400,000 $ 400,000 INTElilll T RATE 4.30% I. PURPOSE Vehicles TOTAL AMOUNT OUTSTANDING AT DECEMBER 31, " 2010 $ 160,000 $ 160,000 2. Chanees in Lone Term Debt The changes in the District's indebtedness during the year ended December 31, 2010 are summarized as follows: f\; Ii. il. BALANCE JANUARY I, 2010 ADDmONS (REDUCTIONS) $ - $ (40,000) $ " ~: .. $ 160,000 Serial Bonds L Notes Payable Obligations Under Capital Lease 62,050 520,851 (33,257) (73,257) $ i.. TOTAL $ 680,851 $ 3. Amortization of Bonded Debt 62,050 $ AMOUNTS DUE WITHIN ONEYFAR 40,000 11,277 33,257 BALANCE DECEMBFR31, " 2010 120,000 $ 62,050 487,594 669,644 $ 84,534 The annual requirements to amortize bonded debt, as of December 31, 2010, are as follows: ... YFAR ENDING ... DECEMB:ER 31, PRINCIPAL INTEREST TOTAL 2011 40,000 5,160 45,160 2012 40,000 3,440 43,440 ill 2013 40,000 1,720 41,720 TOTALS $ 120,000 $ 10,320 $ 130,320 Ii. 25 L L l' .. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK NOTES TO THE FINANCIAL STATEMENTS (CONT'D.) DECEMBER 31. 2010 L NOTE D - Capital Leases L In 2006, the District entered into two capital leases for fire equipment and a fire vehicle, with a total asset cost of $642,934. These leases are considered to be capital leases for accounting purposes, wherein, at the end of the lease the District retains ownership of the asset. At December 31, 2010, the annual capital lease payments are as follows: ~ ... ~; Ii. L YFARINDING DECFMBIm.31. 2011 2012 2013 2014 2015 CAPITAL LFASIS 57,841 57,841 57,841 57,841 '- L l\t' .. TOTAlB 404,887 (173,241 ) 463,010 Ii. Thereafter Less: Interest Portion $ $:- III NOTE E - New Reporting Standard ... In February 2009, the Governmental Accounting Standards Board (GASB) issued Statement 54 Fund Balance Reporting and Governmental Fund Type Definitions. This Statement establishes certain new financial reporting requirements for state and local governments throughout the United States. When implemented, it will require the reporting of fund balance in five categories: non-spendable, restricted, committed, assigned, and unassigned. The District is required to implement this standard for the year ending December 31, 2011. The implementation of GASB Statement 54 will not have a substantive effect on the District's government wide or governmental (fund) financial position. J'; .. t~ L. bj Ie .. .. tY III r> ll. 26 l & .. ;;- L. La L REQUIRED SUPPLEMENT AL INFORMATION k It. ~ ~ .. L %: ill ; L. .. i,' Ii. .. .. L fa L. j;l il .. L L l If .. ~ II. La L If II. La :1,., ty .. L it ~~ ill gr if. .. .. ~~ .. L. .. I' II I. EXHIBIT I HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK SCHEDULE OF REVENUES, EXPENDITURES AND ENCUMBRANCES BUDGET AND ACTUAL - GENERAL FUND FOR THE YEAR ENDED DECEMBER 31. 2010 ORIGINAL! VARIANCE AMENDED FAVORABLE BUDGET ACTUAL (UNFAVORABLE) REVENUES Real Property Taxes $ 740,936 $ 740,936 $ Use of Money and Property 1,300 832 (468) Sale of Property and Compensation for Loss Miscellaneous Local Sources State Aid Total Revenues 742,236 741,767 (469) Appropriation of Prior's Year's Fund Balance Total Revenues and Appropriation of Prior Year's Fund Balance 742,236 741,767 (469) EXPENDITURES AND ENCUMBRANCES Public Safety 458,884 628,894 (170,010) Employee Benefits 88,631 79,363 9,268 Debt Service 104,721 104,996 (275) Total Expenditures and Encumbrances 652,236 813,252 (161,016) Excess (Deficiency) of Revenues and Appropriation of Prior Year's Fund Balance Over (Under) Expenditures and Encumbrances 90,000 (71,485) (161,485) Other Financing Sources (Uses): Operating Transfers in 90,000 90,000 Operating Transfers out (90,000) 90,000 Total Other Financing Sources (Uses) (90,000) 90,000 180,000 Excess (Deficiency) of Revenues and Appropriation of Prior Year's Fund Balance and Other Sources Over (Under) Expenditures, Encumbrances and Other Uses $ $ 18,515 $ 18,515 See independent auditor's report 27 .. HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK FINDINGS AND RECOMMENDATIONS FOR THE YEAR ENDED DECEMBER 31.2010 HUGHSONVILLE FIRE DISTRICT HUGHSONVlLLE, NEW YORK TABLE OF CONTENTS FOR THE YEAR ENDED DECEMBER 31. 2010 DESCRIPTION P AGE(S) Independent Auditors' Report ...................................................................................................... 1-2 Schedule of Findings and Recommendations .......................................... .................... ................ 3-4 Responses to Schedule of Findings and Recommendations ............................................................5 HUDSON VALLEY CPAs Navigating Your Success Partners James L. Sedure, Jr, CPA Mark S. O'Sul/itJan, CPA James F Lelterio, Jr, CPA Linda M Hannigan, CPA Karen T Hansen, CPA Jeffrey L. Brown, CPA Charles R. Rae, Jr, CPA ~~ SEDORE To the Members of the Board of Fire Commissioners Hughsonville Fire District Hughsonville, New York In planning and performing our audit of the financial statements of the Hughsonville Fire District, Hughsonville, New York for the year ended December 31,2010, in accordance with auditing standards generally accepted in the United States of America, we considered the District's internal control over financial reporting (internal control) as a basis for designing our auditing procedures for the purpose of expressing our opinions on the financial statements, but not for expressing an opinion on the effectiveness of the Hughsonville Fire District's internal control. Accordingly, we do not express an opinion on the effectiveness of the Hughsonville Fire District's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct misstatements on a timely basis. A material weakness is a deficiency, or combination of deficiencies in internal control, such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. Our consideration of internal control was for the limited purpose described in the first paragraph and was not designed to identify all deficiencies in internal control that might be deficiencies, significant deficiencies or material weaknesses. We did not identify any deficiencies in internal control that we consider to be material weaknesses. However, as discussed below, we identified certain deficiencies in internal control that we consider to be significant deficiencies. A significant deficiency is a deficiency, or combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. The significant deficiencies are summarized in Section 1. During our audit we became aware of matters that are opportunities for strengthening internal controls and operating efficiency. Section II summarizes our findings and recommendations regarding those matters. Poughkeepsie Office 2678 South Road I Suite 101 I Poughkeepsie, New York 12601 Tel: (845) 485-5510 Fax: (845) 485-5547 I Email: inlo@sedoreco.com I Web: www.sedoreco.com POUGHKEEPSIE. PORT JERVIS · FISHKILL 1 This report is intended solely for the information and use of the Board of Directors, management, and staff, and is not intended to be and should not be used by anyone other than these specified parties. ~ /~h--/l~(!/l/l5 Poughkeepsie, New York August 30, 2011 2 HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK SCHEDULE OF FINDINGS AND RECOMMENDATIONS FOR THE YEAR ENDED DECEMBER 31.2010 SECTION I - SIGNIFICANT DEFICIENCY: Findin2 1 - Fixed Assets: The District has not taken a recent physical inventory which is then related to its accounting records. Effect: The District's ability to monitor the existence and location of its assets is limited. Cause: The District does not maintain a detailed list of its fixed assets. Inventory listings do not include cost and are not related to its accounting records. Recommendation: The District should maintain an asset listing of all capital assets which contains the following information: date of acquisition, cost basis, estimated useful life, depreciation expense, and accumulated depreciation to date. In addition, the District should perform a periodic physical inventory of all of its capital assets. SECTION 11- OTHER FINDINGS: The following represents other matters, which we are bringing to the attention of Management. Findin2 2 - Financial Statement Adiustments: Under auditing standards in accordance with generally accepted accounting principles, District personnel are responsible for preparation and review of financial information as part of the District audit. During our audit, we recorded significant reclassifications of expenses from "encumbrances" to the appropriate budget line. 3 HUGHSONVILLE FIRE DISTRICT HUGHSONVILLE, NEW YORK SCHEDULE OF FINDINGS AND RECOMMENDATIONS (CONT'D.) FOR THE YEAR ENDED DECEMBER 31. 2009 Effect: Budget comparison reports are inaccurate. Cause: Expenditures were charged to an incorrect budget line. Recommendation: We recommend that the District review its financial statements to ensure that expenditures are posted to the appropriate budget line. Year-end encumbrances are only a reduction of fund balance. In the following year, payment of vouchers previously encumbered are considered expenditures of that year, where the funding source is appropriated fund balance, rather than that year's property taxes. Findine: 3 - Cash Disbursements During our test of cash disbursements, we noted that some of our selections required verbal or written quotes, however documentation was not always available. Cause: Quote documentation was not always retained. In our sample of 25 transactions, five purchases required obtaining quotes, however documentation supporting the quotes was not available. Effect: The District is not able to document that it followed its purchasing policy and paid the appropriate amounts. Recommendation: The District should document obtaining quotes, including noting firms and individuals contacted, the date and amount quoted. Prior Year Findine:s: Finding 4 has been satisfied. 4 www.HFD4S.ora c,\\SON~/~< ~Yj.f" "'~"'d <' , . CdiT': HESS U, NE'il'1'A.~r\ J[ughsonvi{fe Pire (j)istrict PO. CBo:{545 -tTown of Wappinger Jfuglisonvif[e, 'J{ew rtor/(,12357 'fef: (845) 297-4194 'Fa.r; (845) 297-4560 Board of Fire Commissioners Ronald P. Andrews - Chairman Joseph DiPressi - Deputy Chairman Mark Liebermann - William Spinelli Jason Morse, Sr. 'Meets 5.:coruffihhustfoy oj'Eacli :Month Glenn M. Kramer- Chief of Department Bruce M. Flower - 1st Assistant Chief Timothy N. Laffin - 2nd Assistant Chief September 15, 2011 Re: District response to Year Ended December 31, 2010 Audit Findin2 1- Fixed Assets: The District has not taken a recent physical inventory which is then related to its accounting records. District Response: The firematic officers do an annual inventory of all the equipment on the fire apparatus and have that inventory in their records. The Fire District is looking into the possibility of having an independent agency come in and maintain a full inventory of all the equipment. There is an inventory of all recent capital items that have been purchased. Findin2 2 - Financial Statement Adiustments: Under auditing standards in accordance with generally accepted accounting principles, District personnel are responsible for preparation and review of financial information as part of the District audit. During our audit, we recorded significant reclassifications of expenses from "encumbrances" to the appropriate budget line. District Response: The treasurer will follow up with the auditors to clarify the reclassifications to understand what went wrong and to prevent this in the future. Findin23 - Cash Disbursements: During our test of cash disbursements, we noted that some of our selections required verbal or written quotes, however documentation was not always available. District Response The District had noted this deficiency internally and is working to educate all the people involved with getting quotes. There is a form that is to be used when quotes are required. Respectfu 11 y, Michael Schappert Treasurer Hughsonville Fire District 5