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HomeMy WebLinkAbout1990/06/30 Comprehensive Annual Financial Report1 1 1 1 1 1 1 FINANCE PERMANENT RECORD 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CITY OF RANCHO CUCAMONGA, CALIFORNIA COMPREHENSIVE ANNUAL FINANCIAL REPORT FISCAL YEAR ENDED JUNE 30, 1990 PREPARED BY FINANCE DEPARTMENT JIM HART ADMINISTRATIVE SERVICES DIRECTOR SUSAN M. NEELY FINANCE OFFICER This page intentionally left blank. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CITY OF RANCHO CUCAMONGA TABLE OF CONTENTS Page Number INTRODUCTORY SECTION Letter of Transmittal City Officials xxv Organizational Chart xxvi Geographic Location Diagram xxvii Certificate of Achievement for Excellence in Financial Reporting xxviii Certificate of Award for Outstanding Financial Reporting xxix FINANCIAL SECTION INDEPENDENT AUDITOR'S REPORT 1 FINANCIAL STATEMENTS Exhibit A - Combined Balance Sheet - All Fund Types and Account Groups 3 Exhibit B - Combined Statement of Revenues, Expenditures and Changes in Fund Balances - All Governmental Fund Types Exhibit C - Combined Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual (Budgetary Basis) - All Govemmental Fund Types Exhibit D - Statement of Revenues, Expenses and Changes in Retained Earnings - Proprietary Fund Type - Internal Service Fund 4 6 12 Exhibit E - Statement of Changes in Financial Position - Proprietary Fund Type - Internal Service Fund 13 CITY OF RANCHO CUCAMONGA TABLF OF CONTENTS Page Number NOTES TO FINANCIAL STATEMENTS 14 SUPPLEMENTARY SCHEDULES Schedule 1 - Balance Sheet - General Fund 48 Schedule 2 - Statement of Revenues, Expenditures and Changes in Fund Balances - General Fund 49 Schedule 3 - Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual (Budgetary Basis) - General Fund 50 Schedule 4 - Combining Balance Sheet - All Special Revenue Funds 54 Schedule 5 - Combining Statement of Revenues, Expenditures and Changes in Fund Balances - All Special Revenue Funds Schedule 6 - Combining Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual (Budgetary Basis) - All Special Revenue Funds 57 60 Schedule 7 - Combining Balance Sheet - All Debt Service Funds 72 Schedule 8 - Combining Statement of Revenues, Expenditures and Changes in Fund Balances - All Debt Service Funds Schedule 9 - Combining State of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - All Debt Service Funds 73 74 Schedule 10 - Combining Balance Sheet - All Capital Projects Funds 76 CITY OF RANCHO CUCAMONGA TABLE OF CONTENTS, SUPPLEMENTARY SCHEDULES (Continued) Schedule 11 - Combining Statement of Revenues, Expenditures and Changes in Fund Balances - All Capital Projects Funds Schedule 12 - Combining Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual (Budgetary Basis) - All Capital Projects Funds Schedule 13 Schedule 14 Schedule 15 Schedule 16 Schedule 17 - Balance Sheet - Internal Service Fund - Combining Balance Sheet - All Agency Funds - Combining Statement of Changes in Assets and Liabilities - All Agency Funds - Statement of General Fixed Assets - Schedule of General Fixed Assets by Function and Activity Page Number 77 78 82 83 84 87 88 This page intentionally left blank. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 INTRODUCTORY SECTION 1 1 I 1 I 1 I I 1 1 I I I 1 1 1 1 1 1 1 I I J NOLLD3S AROIDnUOUIN] This page intentionally left blank. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CITY OF RANCHO CUCAMONGA Post Office Box 807, Rancho Cucamonga, California 91729, (714) 989-1851 December 21, 1990 The Honorable Mayor and Members of the City Council City of Rancho Cucamonga Rancho Cucamonga, CA 91730 Councilmembers: Submitted for your information and consideration is the Annual Financial Report for the year ended June 30, 1990. This is a combined report of the City of Rancho Cucamonga, Rancho Cucamonga Redevelopment Agency, Rancho Cucamonga Public Improvement Corporation and the Rancho Cucamonga Fire Protection District. The goal of the City of Rancho Cucamonga's financial staff is to strive for excellence in the performance of the financial functions and reporting. The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate to the City of Rancho Cucamonga for its comprehensive annual financial report for the fiscal year ended June 30, 1989. The Certificate of Achievement is the highest form of recognition for excellence in state and local government financial reporting. In order to be awarded a Certificate of Achievement, a government unit must publish an easily readable and efficiently organized comprehensive annual financial report (CAFR), whose contents conform to program standards. Such CAFR must satisfy both generally accepted accounting principles and applicable legal requirements. The Certificate of Achievement is valid for a period of one year only. The City of Rancho Cucamonga has received a Certificate of Achievement for the last two consecutive years (June 30, 1988 and June 30, 1989). We believe our current report continues to conform to the Certificate of Achievement program requirements, and we are submitting it to GFOA. Mayor Dennis L. Stout Counrdmembers William J. Alexander Charles J. Buquet II Deborah N. Brown Pamela J. Wright City Manager Jack Lam, AICP BACKGROUND INFORMATION The City of Rancho Cucamonga currently has a population of 114,954 and encompasses approximately 37 square miles. It is located between the City of Upland to the West, and Ontario to the South, and Fontana to the East, and is in the Western part of San Bernardino County. The local economy is primarily based on retail commercial business and light manufacturing, which emphasizes the City's efforts at retaining sales tax generating businesses to help stabilize the City's financial base. REPORTING ENTITY AND ITS SERVICES The reporting entity is comprised of the City government, Rancho Cucamonga Redevelopment Agency, Rancho Cucamonga Public Improvement Corporation (Corporation), and the Rancho Cucamonga Fire Protection District. The City provides accounting services to all these agencies, while audited financial statements are issued separately. The Rancho Cucamonga Redevelopment Agency is shown in the financial statements in two combined groups, namely: the Redevelopment Funds and Fire Facilities Improvement Fund are included in the Capital Projects Fund whereas the Tax Increment Funds and the Fire Facilities Improvement Fund are included in the Debt Service Fund. The Rancho Cucamonga Public Improvement Corporation is shown in the Capital Projects Fund and Debt Service Fund. The Rancho Cucamonga Fire Protection District is reflected in the Special Revenue and Debt Service Funds. The City of Rancho Cucamonga is a general law city governed by the State of California Government Code and local ordinances and provides quality service by blending the talents of City staff and utilizing other agencies. Certain services necessary to continue the high quality of life in Rancho Cucamonga such as water, sanitation (i.e., sewage), library and police are furnished by the County of San Bernardino and other specialized agencies. The City provides building safety regulation and inspection, street lighting and beautification, land use planning and zoning, housing and community development services, maintenance and improvement of streets and related structures, traffic safety maintenance and improvement, and a full range of recreational and cultural programs for citizen participation. The Redevelopment Agency provides the services associated with selling the City as an optimum location for companies to establish their operations. The City's location and local labor market are just two optimum items available as a selling tool. The primary focus of the Redevelopment Agency is on the long-term economic development of the City of Rancho Cucamonga. The Rancho Cucamonga Public Improvement Corporation is a nonprofit corporation which was established to assist the City by financing, acquiring, constructing, improving and leasing public improvements for the benefits of residents of the City. Fire protection for the City and its sphere of influence is provided by the Rancho Cucamonga Fire Protection District. FINANCIAL ADMINISTRATION The Finance Division is structured under the Administrative Services Department with the Director of Administrative Services having responsibility for Finance, Personnel, Risk Management, Purchasing, Licensing, Facilities Maintenance, and City, Redevelopment Agency and Fire District Treasury. The Finance Officer is responsible for directing the accounting, financial planning and reporting, payroll, treasury and cash management functions and services as the Finance Officer for the City. GOVERNMENT The City of Rancho Cucamonga was incorporated in 1977 as a general law city under the provisions of the Government Code of the State of California, and operates under the Council -Manager form of city government. The City officials elected at large includes a Mayor and four City Councilmembers, City Clerk and City Treasurer. The Mayor and Council members are elected on a staggered basis with the Mayor being elected for a term of two years and the City Councilmembers for a term of four years. There is no limit on the number of terms an individual can serve as Mayor or as Councilmembers. The Mayor and City Council appoints the City Manager. REPORTING STANDARDS The financial report has been prepared in conformance with the generally accepted accounting principles as set forth by the Governmental Accounting Standards Board (GASB), applicable pronouncements of the American Institute of Certified Public Accountants, and the full financial disclosure guidelines of the Governmental Finance Officers Association of the United States and Canada. The implementation of Statement No. 3 of the National Council on Governmental Accounting (adopted by GASB) defining the governmental reporting entity as including the City and all of its related entities over which the City Council has continuing oversight responsibility, has resulted in the preparation of this financial reports's format consolidating the financial data of the City and all of its related entities. FINANCIAL STATEMENT FORMAT In accordance with the above-mentioned guidelines, the report is divided into the following three sections: 1. Introductory Section - Contains the principal officers; City organization chart ; letter of transmittal. iii 2. Financial Section - Contains the auditor's opinion; combined financial statement; and combining financial statements by fund type and individual funds. 3. Statistical Section - Includes relevant financial and non -financial data presenting historical trends and other information about the City. NOTES TO THE FINANCIAL STATEMENTS The Notes to the Financial Statements, which are part of the General Purpose Financial Statements within the Financial Section, are an integral part of the financial report and are essential to the fair presentation and adequate disclosure of the financial position of the City, Redevelopment Agency, Corporation and Fire District. The notes should be read along with the financial statements to gain a fuller understanding of the information contained within this report. Your attention is specifically directed to the presentation of the City's significant accounting policies. RESPONSIBILITY The responsibility for the accuracy of the data presented, the completeness and fairness of its presentation, including all disclosures, rests with the City. The data, as reported, is believed to be accurate in all material respects; and was designed in a manner to present fairly the financial position of the City, Redevelopment Agency, Corporation and Fire District at June 30, 1990, and the results of its operations and changes in financial position. All disclosures necessary for the reader to gain a maximum understanding of the City's financial affairs have been included. FUND DESCRIPTIONS Definitions of the various funds and account groups of the reporting entity are included in the Supplementary Information section of this report. ACCOUNTING SYSTEM AND BUDGETARY CONTROL The City's accounting records are maintained on the accrual basis to the extent practicable for the various funds and account groups. Governmental fund types and agency funds are maintained on the modified accrual basis. Proprietary fund types are maintained on the accrual basis. A system of internal accounting controls has been developed and regularly reviewed by the independent certified public accountants who audit the accounting records of the City. This system has been designed to provide reasonable, but not absolutely guaranteed, assurance that: iv 1. Assets have been protected from losses arising from unauthorized use or disposition. 2. Financial records can be relied upon for preparing adequate financial statements and for maintaining accountability for assets. All reviews of any changes in the system of internal accounting controls occur according to the above criteria. We believe that the system of internal accounting controls is reasonably adequate for the protection of assets and the proper recording of financial transactions. The budgetary policy of the City, briefly stated, is to: prepare budgets for all funds of the City to the extent practicable; only adopt budgets that are balanced in terms of resources versus expenditure appropriations; only adopt budgets that do no exceed State constitutional limits; adopt budgets prior to the beginning of the fiscal year in which they take effect; exercise budgeting control at the fund level; permit adjustment during the year by the City Council and transfers within the total authorized appropriation by the City Manager; adopt budgets by minute resolution and not by City ordinance; and to utilize appropriation encumbrances as a management control technique for the budgetary control of expenditures. HIGHLIGHTS OF FISCAL YEAR 1989/90 REDEVELOPMENT AGENCY Marketing Program The city's impressive new marketing brochure and the first edition of the Redevelopment Agency's (RDA's) newsletter made its debut this year. A consistent design scheme was used, creating the "Rancho Cucamonga" look; contemporary and classy. Another new product that boasted this look was the four part ad series (Vision. Promise. Integrity. and Success) which won a national award from the American Economic Development Council. Many in-person economic development contacts were made at conferences where the staff exhibited, such as: ICSC (International Council of Shopping Centers), the Industry and Business Expo of California, and the Inland Empire West. A special evening seminar was also presented for 75 industrial/commercial brokers. The City's board level involvement in 3CMA (The City -County Communications and Marketing Association) was highlighted by staff's involvement in the creation of their awards program. This organization has served to demonstrate Rancho Cucamonga's leadership in these fields. v Central Park Library A library sub -committee was formed, complete with representation from the City Council, appropriate City Commissions, the Friends of the Library, and appointed citizens. Over several months, this sub -committee assisted in developing the conceptual layout of the library with the Central Park design team, including several library consultants. This process ensured that the library will meet the broad needs of the community, as well as the high standards desired for the City's public facilities. In January, the City filed a Notice of Intent with the State Librarian's Office regarding a competitive grant, which would cover 65% of the library's construction costs. Planning continues, as staff prepares to submit the formal grant application early in 1991. OPA 84-1 (Regional Shopping Center) The Owner Participation Agreement (OPA) between the Redevelopment Agency and HFA Associates was amended in April 1987, to allow up to a three year extension in the time of performance. This amendment was approved because the market area was not mature enough to generate the necessary support. Current demographics now support a very strong and maturing market trend; therefore, the regional center is on schedule for a May 1992 opening date. The Redevelopment Agency's commitment to the project has been fulfilled; however, the Agency will continue to be fully involved through the completion of the project. As required by the OPA, final design work has begun on the Foothill Boulevard/I- 15 interchange. This interchange will provide better traffic circulation for the development of the regional shopping center. The developer and the Redevelopment Agency contributed to the cost of the interchange improvements. Construction of the interchange is anticipated to begin in July 1991, with a projected 10 -month completion date. Rancho Cucamonga Fire Protection District During fiscal year 1989/90, the Redevelopment Agency (RDA) participated with the Rancho Cucamonga Fire Protection District in the following areas: Aerial Ladder Truck Company - The RDA entered into a contract for the purchase of an aerial ladder truck to provide primary service to the rapidly developing industrial/commercial area. A down payment was made during fiscal year 1986/87, with subsequent annual installments of $65,000 per year for 5 years. vi Tax Allocation Bonds - In March 1990, the RDA sold approximately $107 million in tax allocation bonds to provide funding for a number of projects identified in the redevelopment plan. A portion of the proceeds of this issue will be used to fund construction of the Fire Protection Facilities Capital Improvement Program. Fire Protection Facilities Capital Improvement Program - During fiscal year 1989/90, the designs for Fire Stations 4 and 5 were completed and approved by the City. Fire Station 4, located at the southwest corner of Jersey Boulevard and Milliken Avenue, will be built on a 6.9 acre site. The construction of the station is Phase I of the development of the total site, which will ultimately include separate maintenance and training facilities. Included in Phase I are the site development work, and construction of a 17,999 square foot fire station. This station will house 12 fire personnel, manning one three man engine company, one four man engine company, one four man truck company, and a Battalion Chief. Anticipated cost of this station is $4,190,700. Fire Station 5, located at the northeast corner of Banyan Street and Deer Creek Channel, is being constructed on a 3.16 acre site. This 11,000 square foot facility will house 8 fire personnel, manning one four man engine company, one three man mini -pumper, and a Battalion Chief. This station will provide much needed additional fire protection to the developing north end of the City. Anticipated cost of this station is $2,640,850. Sports Complex Working with the City's Community Services Department, the RDA began design work on a 42 acre sports complex located on the west side of Rochester Avenue, between Foothill Boulevard and Arrow Route. This facility will contain 3 fully -improved softball fields, two soccer fields, a 4,000 seat baseball stadium. Additionally, the City's animal shelter will be located at the Southern end of the sports park property. ENGINEERING Numerous significant street improvement projects were either begun or completed during fiscal year 1989/90. The projects included: Highland Avenue from Hermosa Avenue to Mayberry Avenue; Victoria Street east of East Avenue; 19th Street from Carnelian Street to Sapphire Street; Rochester Avenue from Foothill Boulevard to Baseline Road; Arrow Route from Haven Avenue to Archibald Avenue; and completion of the east side Haven Avenue entry monument at 4th Street. vii The rubberizing of railroad crossings continued with the installation of rubber pads at the A.T. & S.F. railroad track on Vineyard Avenue. These rubberized crossings greatly cushion the jolt which vehicles experience when traveling over railroad tracks. The installation of cobblestone curbing also continued with the installation of curbing on the west side of Etiwanda Avenue north of Victoria Street. The following storm drain projects were begun during the fiscal year: Amethyst Avenue at 19th Street; Area V Hillside Road east of Archibald Avenue. In addition, the Alta Loma storm drain between Alta Loma Basin No. 3 and Hermosa Avenue was completed. A new computer traffic model allows both short and long range forecasting of traffic conditions at major intersections. This model permits the City to inform developers what types of off-site improvement need to be constructed, and enables better scheduling of capital improvements. It is also instrumental in allowing the review of developer fees in such a way so as to conform to the requirements of AB 1600. Signing for the designated truck routes were installed throughout the City in an effort to prevent large vehicles from using roadways which were not designed for them. Traffic signals were installed at the following intersections: Baseline Road at Valencia Avenue and Milliken Avenue; 8th Street at Grove Avenue; Highland Avenue at Milliken Avenue; Foothill Boulevard at Spruce, Aspen, and Milliken Avenues. Construction was begun on the Parks Maintenance Retrofit project. Approximately one-half of the City's parks are included in this project, which involves the construction of athletic equipment storage buildings, trash dumpster enclosures, drive approaches, concrete mow strips, and retaining walls for sand. Two projects involving the lake at Red Hill Park were completed. First, the drainage system at the lake was modified to ensure that runoff water from turf areas will not enter the lake and introduce contaminants or speed the eutrophication of the lake. Second, the bio -system of the lake was modified in order to rehabilitate it to an aesthetically attractive and biologically balanced condition. viii 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PLANNING Current Planning During the fiscal year, the Current Planning section processed a significant number of development projects, permit entitlements and special projects as summarized below. New Development Staff processed a total of 1,224 applications of all types during the fiscal year, which was an increase of 29 applications from fiscal year 1988/89, primarily in minor permits. Among these applications were 34 subdivision maps, 33 Conditional Use permits, and 41 Development/Design Reviews. Major development applications included a Great Western Hotel, Fire Stations 4 and 5, Montgomery Wards, which is part of the Terra Vista Town Center, Central Park Plaza and Vineyards Marketplace shopping centers, and the Sycamore Village mixed-use center. In addition to formal applications, staff reviewed over 70 projects through the Preliminary Review process. Inspections Inspections continued to demand a significant portion of staff time. Major projects that were under construction during fiscal year 1989/90 included Terra Vista Town Center, Thomas Winery Plaza, Rancho San Antonio Medical Center, Continental Health Plaza, and the planned communities of Victoria and Terra Vista. Inspections also began in the newly annexed areas above the Etiwanda community as development pushed into the City's Sphere -of -Influence. Spell Prniects Fiscal year 1989/90 gave birth to many major projects, each of which consumed large amounts of Current Planning staff resources. Conceptual plans for the Victoria Gardens regional shopping center were submitted for review by the Planning Commission. Other major projects included the City's Sports Complex and animal shelter, Central Park, and the Etiwanda North Specific Plan and related development applications, particularly the University Crest project. In addition, staff prepared the Trails Implementation Plan which was also reviewed by the Planning Commission. ix Advance Planning During the fiscal year 1989/90 the Advance Planning section completed a variety of projects, including the General Plan Technical Update, Annexations, General Plan and Development District Amendments, Community Development Block Grants, Ordinance development, governmental referrals, Development Agreement preparation and monitoring, special projects and Historic Preservation. General Plan The General Plan Technical Update was approved, the Master Environmental Assessment certified and the final copy of the General Plans distributed to appropriate individuals. Also during the year, work began on revision of the Housing Element, as required by state law. A draft copy of the element has been distributed for review, and the final adoption is anticipated by late February or early March of 1991. General Plan and Development District Amendments Four General Plan Amendments were completed, one Development District Amendment and one Development Code Amendment were completed. Three additional General Plan Amendments and two Development District Amendments were initiated and are in progress. They will be completed in fiscal year 1990/91. In addition, a General Plan Amendment and a District Development Amendment were reviewed by the Planning Commission before being withdrawn. Ordinances A Hillside Development Ordinance was approved in January 1990 which establishes standards for grading, site design, and architecture for areas with slopes of eight percent or greater. special Proiectq Planning staff provides liaison assistance to the San Bernardino Associated Governments (SANBAG) Commuter Rail Subcommittee. Also, staff developed an information packet containing all pertinent information relative to commuter rail, and provided an analysis of three potential commuter rail sites in the City. Needs and Opportunities Studies for the city's areas of Alta Loma, Etiwanda, and southwest Cucamonga were completed. A vacant residential land survey was completed and will be updated periodically. An appended multi -family study has been initiated by the City Council which will extend well into 1991. One street name change was completed and another initiated. Revisions to the x Street Naming Ordinance was started. A Specifications Plan for Foothill Boulevard was started with the Engineering staff. Monitoring of the Federal Census operations is still ongoing. Environmental Reviews A monitoring and reporting program is being developed as required by a 1988 addition to the California Environmental Quality Act (CEQA). Also, the City's CEQA guidelines are being revised and a training program is being developed to familiarize staff with new CEQA requirements. Government Referrals Staff is providing technical review for the 1990 Federal Census. Also, Staff reviewed three projects submitted by neighboring cities for environmental impacts on the City and reviewed a draft and final Environmental Impact Report (EIR) for a waste water treatment plant to be constructed by Chino Basin Municipal Water District on Etiwanda Avenue. Staff monitored three referrals and reviewed three new projects from the County of San Bernardino. The City Council approved the San Bernardino County draft Hazardous Waste Management Plan. Staff review of the plan is ongoing in preparation for a City General Plan Amendment and Ordinance implementation in the fall of 1990. Economic Development and Community Outreach Staff continued participation in annual economic development conferences, including the Rancho Cucamonga Chamber Business Expo and the newly conceived Inland Empire Showcase Economic Development Conference and Exposition which will feature cities from both San Bernardino and Riverside counties. Historic Preservation Advance Planning continues staff support for the Historic Preservation Commission with a wide variety of research and activities. During the fiscal year, six homes were designated as landmarks, five sites were designated as points of historic interest, and twenty-four landmarks were reviewed for project proposals or alterations. Code Enforcement During fiscal year 1989/90, the Code Enforcement section maintained a high level of service and increased its effectiveness through the application of improved City Ordinances. Nuisance Abatement procedures adopted last year provided an alternative to court proceedings for resolving severe property xi maintenance violations and illegal storage of inoperative vehicles. The use of the abatement process began slowly and has built on each successful case. The abatement process continues to provide the Code Enforcement staff with an important tool to keep pace with the constantly increasing number of cases. Parking regulation on private property continued to be a major area of enforcernent, second only to property maintenance. Recreational vehicle (RV) parking is a part of these parking regulations. As a result of citizen complaints and subsequent City Council direction, Code Enforcement has been involved in a review of current RV parking regulations with the Planning Commission and Public Safety Commission. This issue has become a major project for Code Enforcement. Ultimately, recommendations will be made to the City Council regarding the most appropriate handling of the ordinances application. Positive public contact is still the primary goal of the Code Enforcement section. Officers are still very successful in obtaining voluntary compliance in over 90 percent of the cases handled. Responding to requests for service and the follow-up involved to ensure compliance, continues to encompass the majority of the Code Enforcement Program. Efforts are being made to transition to a more pro -active program through streamlining the enforcement process and by directing more resources at identifying and solving problems in their initial stages of development. BUILDING AND SAFETY For the first half of fiscal year 1989/90, the Building and Safety Division continued to provide quality plan check and inspection of private development during a time when construction activity remained at a level equal to any previous year. The Division also completed, for Council adoption, ordinances which provide a high level of control over builders requiring repeated reinspections, adopting the latest editions of the model codes, establishing regulations on unreinforced masonry buildings, and a resolution which updated Division Fees. Existing rehabilitation and abatement procedures have been improved. The Division has begun a new program of alternating inspection staff into the office environment (two month terms) in order to encourage cross communication between field and office personnel and to provide field personnel with a better understanding of public concerns. Finally, development was begun on an ordinance which will provide for the installation of fire sprinkler systems in new homes constructed within the City. xii 1 ' Projections for 1990/91, reflect a slowing in construction, however, completing inspections on currently active projects, coupled with follow-up inspections on uncompleted permits, will maintain inspection activity at a steady rate throughout the 1990/91 fiscal year. Anticipated projects for the 1990/91 fiscal year include development of a departmentally integrated plan check tracking system, a plan review workload monitoring system, ongoing development and improvement of divisional handouts and brochures, broadening of training programs for plan check and ' inspection personnel, and the completion and implementation of the residential fire sprinkler ordinance. COMMUNITY SERVICES The Community Services Department has devoted much energy during the ' 1989/90 fiscal year to the expansion of facilities and programs to meet the needs of a rapidly growing community. Parkland acquisition, design and construction has been a priority of the department for much of this time frame. It is anticipated that this task will continue to be a high priority for the department and the City as a whole for 1 some time to come. During the 1989/90 budget period, sixteen parks totalling 161.25 acres of 1 parkland were operational within the City. This figure includes eleven neighborhood parks, two community parks, two community centers, as well as one special use facility. 1 Further demonstrating the growing need for parkland and facilities, the department had 227.4 acres under design/construction during the reporting 1 period. This includes the 100 acre Central park, and the 41.6 acre sports complex in southeast Rancho Cucamonga. An additional 53.3 acres of land have been acquired for a community park designation in the northeast portion 1 of the City. The City of Rancho Cucamonga implemented an innovative program during this reporting period which maximized resources and increased facilities for each agency. Through cooperative agreements, the City and school districts 1 increased the quantity of public facilities available for use at a fraction of the cost had each agency acted alone. This was accomplished by the City using the school's playfields after school hours, and designing and constructing improvements such as field lighting, field rehabilitation and restroom facilities in return for that use. The results from the cooperative agreements were: eight new baseball fields with two lighted fields, two softball fields, four soccer fields, four basketball 1 xiii 1 courts, one lighted football/soccer field, new landscaping, drinking fountains and restrooms. These new facilities are much welcomed as they will relieve pressure on existing City parks by adding 17.5 acres of playfields. In addition to the added facilities, the cooperative agreements have saved the City and school district money. If the City were to develop new parkland to match the facilities being built through agreements, the work would total nearly $2,014,000. These facilities, however, have been brought into service through the joint agreements for $1,065,000. Other agreements between the City and the school districts have increased school classroom space for City use and in return, maintenance free playground and playfield areas for school use. Throughout the City, several schools and City parks have been built adjacent to each other. Taking advantage of this situation, the schools and City entered into an agreement whereby park space is reserved during school hours for school use and classroom space is made available to the City after school hours and on weekends. The City uses this space to provide recreation classes closer to residents homes . Also, more public can be served because the City can offer more classes. The schools benefit from these agreements through the availability of quality play areas for their students at a low cost to the school. This allows financially strained schools to spend their resources on the education of our mutual constituents. These two types of agreements have created a "win-win" situation for the City and school districts. Both agencies can offer more services to the public while expanding limited resources to provide for the needs of a growing community. The City of Rancho Cucamonga was recently recognized by the League of California Cities as "Innovative City of the Year - 1990" for this unique method of maximizing resources while at the same time saving taxpayer dollars. The 1989/90 fiscal year found the Recreation Division adding or reformulating programs. With the addition of three new staff in the previous year, the following was accomplished: Youth Expanded the Egg Hunt event to three parks --Red Hill, Hermosa and Windrows. Over 12,000 residents participated. Summer Day Camp was greatly improved and filled to maximum each week. This program also grew to incorporate Holiday and Spring Break Camps. xiv Family With the assistance of Lewis Homes, staff provided three family socials in the Terra Vista Community. Over 1,200 participated in this monthly program. The "hit" of the summer was the addition of the Movies in the Park series which were shown at Red Hill and Coyote Canyon Parks. Over 2,300 people from June through August came to view the films. This program was also funded by Lewis Homes. Teens Several new programs were started thanks to the formation of the Teen Recreation Activity Committee. A Halloween Dance was held, as well as three more dances throughout the course of the year. Staff also provided a Bowling Tournament and a Spring Volleyball Tournament. Trios and Tours Ever expanding trips and tours offered an average of two trips per month for residents to explore various areas in California and beyond. Trips averaged from half day to four-day long adventures. Seniors The senior citizens in fiscal year 1989/90 enjoyed biweekly evening ballroom dances thanks to donations from Pomona Valley Bank. Special events for seniors were also expanded to include a 4th of July celebration and many mini -events such as the 100th anniversary of the Oreo cookie. A new pool table was donated to the seniors. Human Services Primarily a referral service, a Resource Directory of local human services agencies was developed. Senior Health Fair was organized. Bilingual referral service was also implemented to assist with information dissemination to non-English speaking residents. xv Other Hiahliahlg Over 81,000 people were accommodated through the new Picnic Reservation Policy. Classes offered by the Recreation Division expanded to Alta Loma High School in the evening. The two community centers had fire alarm systems installed. Lions Park Community Center was repainted inside. Class instructors reviewed existing policies and procedures. The outcome provided a reorganized Playschool Program, The Teachers Tabloid, a news and information publication for recreation class instructors, and revised hiring policy and procedure for recreation instructors. The City's quarterly newsletter, The Grapevine, developed by the Community Services Department's Administrative Division, serves as a strong link in uniting the three founding communities of Alta Loma, Cucamonga and Etiwanda. In addition, the quarterly newsletter informs the City's rapidly growing population of new policies, developments, activities and recreational opportunities. During the 1989/90 fiscal year, The Grapevine expanded from 28 pages to 32. It has also added a 5 -color front and back cover which has been enthusiastically accepted by the residents of the community. The Administrative Division has also been actively involved in drug education/prevention programs for the youth of the community. Through a cooperative agreement with three elementary school districts, the City explored implementation of the DARE (Drug Abuse Resistance Education) program. The result is the DARE program will be implemented in September 1990 and jointly sponsored and financed by the schools and the City. Rancho Cucamonga Citizens Against Substance Abuse (R. C. CASA), a community -wide partnership of schools, businesses, law enforcement, probation, parents, students, concerned residents and City staff was awarded the Governor's Award for its efforts for public safety in May of 1990. R. C. CASA also assisted the City of Rancho Cucamonga with its annual Red Ribbon Week activities. Through this anti-drug abuse campaign, over 26,000 red ribbons, buttons and drug abuse educational packets were distributed to residents of Rancho Cucamonga. xvi Numerous "Just for Kids" workshops were held during 1989/1990. These programs focused on providing information to youngsters of the community on such topics as babysitting, latch key, back -to -school safety, bicycle safety, drug awareness, handling emergencies and earthquake preparedness. POLICE DEPARTMENT The volunteer programs continue to be a vital part of the operation of the Rancho Cucamonga Police Station. The citizen patrol unit which conducts vacation checks and special patrol checks has been expanded to include a citizen patrol equestrian unit. This unit has been trained to conduct a number of crime prevention services and to aid and assist those persons and animals utilizing the equestrian trails, parks and surrounding area. The Reserve Officer and Explorer Scout programs continue to assist in the delivery of police service to the community by giving numerous hours of their time at picnics, races, and parades , along with patrolling city streets. The Detective Division implemented the C.A.T. (Combat Auto Theft) Program which is designed to heighten the public's awareness to the ever increasing problem of auto theft. The program, which is in place in other cities throughout the United States, was developed for use by the San Bernardino County Sheriff's Department by the Rancho Cucamonga Detective Division. Fiscal year 1989/90 also saw the implementation of the "CHOICES" program at several schools within the city. This program deals with gang intervention, prevention and education. Along with the "CHOICES" program, the station utilized two school resource officers to be in place on school campuses to handle calls for service, and to be available to school staff to assist with different situations which arose on the school campuses. During the Christmas season, the Crime Prevention Unit presented classes on holiday safety tips, while the Patrol Division implemented a special holiday patrol which targeted commercial areas to help curtail the number of robberies which traditionally accompany the holiday season. The Traffic Division added another motorcycle to the fleet which now totals five. The motor officers have been especially effective in dealing with traffic violators in high density traffic areas. They are also able to circumvent traffic congestion and get to crime scenes faster than typical patrol units. xvii Along with the commercial enforcement program and drunk driving programs, we have continued our specialized training in accident investigations and now have five officers who are experts in vehicle accident reconstruction. We refer to these officers as our M.A.I.T. Team (Major Accident Investigation Team). Another new program started is the Abandoned Vehicle Program. Due to the ingenuity of the traffic officers, a computer program was written that allows constant monitoring of all reported abandoned vehicles in the city. This program was designed to reduce the number of abandoned and illegally stored vehicles on city streets. Since the program began it has resulted in over 800 vehicles being tagged with warnings and over 250 ultimately being towed away for non-compliance. CASH MANAGEMENT Cash not immediately needed to finance City operations during the year was invested in short-term money market instruments in accordance with state laws governing deposit of public funds. The City invests in time deposits from 14 to 613 days maturity, issues of federal agencies, bankers acceptances, mortgage securities, negotiable Certificates of Deposit and the State's Local Agency Investment Fund (LAIF). During the fiscal year 1989/90 95% of the idle cash was invested. It is the objective of staff to attain a greater percentage of invested funds, while maintaining the necessary reserves needed to fund City services. DEBT ADMINISTRATION The City of Rancho Cucamonga, as a general law city, is restricted from incurring general obligation bonded indebtedness which would exceed 3.75% of the total assessed valuation of all real and personal property. The City of Rancho Cucamonga does not have any general obligation debt; however, the City and its component units do have various bond and certificates of participation issues. Note 11 to the financial statements presents more detailed information about these issues. On March 1, 1990, the Rancho Cucamonga Redevelopment Agency (RDA) issued $107,780,000 in Tax Allocation Bonds with an average interest rate of 6.9 percent. A portion of the proceeds was used to advance refund $31,215,000 of outstanding 1986 Tax Allocation Series A Bonds; $9,100,000 of outstanding 1987 Refunding Tax Allocation Bonds Series A; and $9,400,000 of outstanding Certificates of Participation. The advance refunding was accomplished through a deposit in an irrevocable trust with an escrow agent to provide all future debt service payments on the 1986 and 1987 Tax Allocation Bonds and Certificates of Participation. As a xviii result, the 1986 and 1987 Tax Allocation Bonds and Certificates of Participation are considered defeased in substance and the liability for these bonds and certificates has been removed from the General Long Term Debt account group. RISK MANAGEMENT During fiscal year 1989/90, the City of Rancho Cucamonga continued its commitment to risk management programs for safety, general liability, and workers' compensation. Aggressive claims handling and a strong litigation stand have assisted in maintaining an appropriate reserve for current and future claims payments. In addition, various risk control techniques, including employee accident prevention training loss control techniques loss control through safety programs, and employee hazardous identification programs, have been implemented during the year to minimize accident -related losses and exposure by the public to hazards. The City of Rancho Cucamonga is self-funded for the first one hundred thousand dollars of loss for general liability claims and purchases coverage from one hundred thousand to ten million dollars of loss. The City of Rancho Cucamonga utilizes a self-funded workers' compensation program. There will be an on-going commitment to risk management programs to ensure the safety of the public and city employees, and to reduce the financial exposures from catastrophic losses within the City's boundaries. PROSPECTS FOR THE FUTURE The City enjoyed a positive financial position during fiscal year 1989/90. There are signs of a housing slow down for fiscal year 1990/91 that will impact the City's revenues. This will turn the focus to more needed commercial establishments to ensure a strong financial position for the City's position for the City's future. The City continues to appropriate funds under that allowed by the State of California constitutional appropriations limit (Gann). FINANCIAL STATEMENT ANALYSIS The fiscal operations of the City are primarily accounted for in the Governmental Funds which include the General, Special Revenue, Debt Service and Capital Project Funds. Incorporated into these funds for the first time is the Rancho Cucamonga Fire District, formerly known as the Foothill Fire District. The City was proud to assume financial responsibility for the Rancho Cucamonga Fire District effective January 1990; however, for financial statement comparison purposes, the District's fiscal activities are presented in this report for both fiscal years of 1988/89 and 1989/90. xix The total fund equity (aggregate fund balances) in these funds of $154 million reflects an increase of $42.8 million over the previous fiscal year. Total financing sources available to the funds during the year amounted to $196.7 million. Of this amount, $63.8 million was from governmental fund type resources, $101.1 million from issuance of bonds, $6.2 million from loan proceeds, approximately $0.3 million from capital leases, and $25.3 million from operating interfund transfers. The significant increase in bond proceeds reflects the Rancho Cucamonga Redevelopment Agency's issuance of $107.8 million in Tax Allocation Bonds. A portion of the proceeds was used to advance refund outstanding 1986 and 1987 Tax Allocation Series A Bonds and Certificates of Participation. Other revenue sources that increased over the past year reflect and increase in population and the City's successful efforts to attract major sales producing interests. The City experienced a Property Tax increase of $569,377 (a 36.8% increase over the prior year); Franchise Fees increased 21.9% for additional revenues of $331,569; Motor Vehicle In Lieu generated $432,655 more revenues than the prior year for an increase of 13.1%; and Sales Tax grew by 13.5% resulting in added revenues of $594,741. A park grant of $407,135 also boosted the current fiscal year's revenues as did additional Community Development Block Grant revenues of $451,122. A decrease in certain revenue sources is symptomatic of the development slump currently being experienced by cities still in the growing stage. A reduction in the following revenues is the result of less development type fees being generated due to this slump: Development Fee revenues decreased from the prior year by approximately $5.1 million for a reduction of approximately 56.3%. This category encompasses those funds normally collected from developers to offset the cost of such items as drainage facilities, development of parks, and beautification projects impacted by new development. Current year revenue from licenses and permits dropped from the previous year by 31.2% for an approximate decline of $906,000. The majority of this decrease ($897,575) is reflected in the reduction of revenue from building permits. Listed below is a recap of the 1989/90 fiscal year general governmental fund type revenues by major source including the percentage each source represents of total revenues, and the increase or (decrease) over the prior year. xx Revenue and Other Financing Sotircea REVENUE BY SOURCE (amounts in thousands) Increase 1989/90 Percent (Decrease) Revenue of Total From 88/89 Taxes $33,134 16.8% $ 5,947 Licenses and Permits 1,996 1.0 ( 906) Fine and Forfeiture 308 .2 44 Use of Property and Money 8,974 4.6 380 Intergovernmental 10,697 5.4 2,244 Charges for Services 4,234 2.1 ( 223) Development Fees 3,922 2.0 ( 5,050) Other 520 _a ( 1.894) Total Operating Revenues 63,787 542 Loan Proceeds 6,223 3.2 220 Bond Proceeds 101,128 51.4 91,960 Capital Lease Proceeds 249 .1 ( 168) Operating Transfers In 25.319 12.9 14.917 Total Finance Sources: $196.706 100.0% $107.471 During the 1989/90 fiscal year, expenditures and interfund transfers amounted to $154.2 million which reflects an increase of $66.7 million over the previous fiscal year. Specific uses include $39.8 million for general operation, $28.6 million for capital outlay, $60.5 million for retirement of debts, and $25.3 million in interfund operating transfers. Expenditures for general operation purposes totaled $39.8 million, an increase of $7.7 million or approximately 24% over the previous fiscal year. The growth of expenditures associated with the City's general operation was primarily caused by an increase in the City's population thereby requiring a greater demand for governmental services and proportional increases in the City's work force. Additional governmental services were required to handle development projects underway within the City. It should be noted that much of this demand was accomplished through the use of contract services thereby avoiding a permanent drain on City resources after the demand was met. xxi The substantial increase in Debt Service expenditures reflects the Rancho Cucamonga Redevelopment Agency's defeasance of the tax allocation bonds and certificates of participation mentioned previously. The only significant decline in the current year's expenditures versus the prior fiscal year is the result of a 6% ($1.8 million) reduction in Capital Outlay. EXPENDITURES BY FUNCTION (amount in thousands) General Administration Public Safety Public Safety - Fire Engineering and Public Works Community Development Community Services Capital Outlay Debt Service Total Government Expenditures Operating Transfers Out Total Expenditures 1989/90 Exoenditurea $ 11,891 6,933 5,306 7,329 6,882 1,437 28,609 60.498 Percent of Total 7.7% 4.5 3.4 4.8 4.5 .9 18.6 39.2 $ 128,885 25.319 16,4 $ 154,204 100.0 % Increase (Decrease) From 88/89 $ 3,360 815 542 ( 441) 3,164 209 ( 1,785) 45.931 51,795 14.917 $ 66,712 1 PROPRIETARY FUND TYPE - INTERNAL SERVICE ' The City maintains an internal service fund for Capital Replacement/Fleet Maintenance. This fund is supported by user charges to customers. Internal Service Funds account for services to the various departments within the City. The following represent activity during the current (1989/90) and previous ' (1988/89) fiscal years: 1989/90 1988/89 1 Operating Revenues $ 489 $ 483 ' Non -Operating Revenues 179 155 668 638 LESS: Operating Expenses (586) (281) 1 Net Income (Loss) $ 82 $ 357 The Internal Service Fund (Capital Replacement/Fleet Maintenance) increased ' its retained earnings by $81,977. The fees to the Internal Service Fund are a combination of direct transfers of funds approved during the budgetary process and a formula to recapture vehicle and equipment costs. The City is currently ' installing, and preparing to implement, a fully computerized fleet maintenance program that will be coordinated into the accounting system. 1 GENERAL FUND FIXED ASSETS 1 General Fund assets of the City are those fixed assets used in the performance of general governmental functions and exclude the fixed assets of Proprietary Funds. As of June 30, 1990, the general fixed assets of the City amounted to ' $73,769,311. This amount represents the original cost of the assets, net of additions and deductions from July 1, 1989 to June 30, 1990, and is considerably less than their present value. The system of accounting presently I recommended by the Governmental Accounting Standards Board does not allow for the recording of depreciation of general fixed assets as an expense of governmental funds. 1 INDEPENDENT AUDIT The required audit of the books of account, financial records and transactions of all departments of the reporting entity was conducted by independent certified public accountants selected by the City Council. The Auditor's opinion has ' been included in this report. ACKNOWLEDGEMENTS The preparation of this report could not have been accomplished without the efficient and dedicated services of the entire staff of the Administrative Services Department. We would also like to thank the Mayor and members of the City Council for their interest and support in planning and conducting the financial operations of the City in a responsible and progressive manner. Jack Lam, AICP City Manager Jim Hart Administrative Services Director o »'7, 72 4' Susan M. Neely Finance Officer xxiv 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CITY OF RANCHO CUCAMONGA, CALIFORNIA CITY OFFICIALS JUNE 30, 1990 Name Dennis L. Stout Deborah N. Brown Charles J. Buquet II Pamela J. Wright William J. Alexander CITY COUNCIL Mayor Mayor Pro Tem Councilmember Councilmember Councilmember Term Expires 1990 1990 1990 1992 1992 ADMINISTRATION AND DEPARTMENT HEADS City Manager and Executive Director of the Rancho Cucamonga Redevelopment Agency Deputy City Manager Deputy City Manager City and Redevelopment Agency Attorney Treasurer (Term expires 1992) City Clerk Administrative Services Director Finance Officer Community Development Director City Planner Building Official City Engineer Community Services Manager xxv Jack Lam Linda Daniels Jerry Fulwood James L. Markman James Frost Debra Adams Jim Hart Susan Neely Rick Gomez Brad Buller Jerry Grant Russell Maguire Joe Schultz X (EMERGENCY RESOURCE SERVICES I SERVICES I I The Rancho Cucamonga Team 1 DEPUTY CITY MANAGER ADMIN. SERVICES CITY COUNCIL CITY MANAGER Cf1YATTORNEY (RDA EXEC. DIR.) _ _ _ _ (contract) iii RDA DEPUTY CITY MANAGER (RDA DEPUTY DIRECTOR) ICOMM. SERVICES BLDG R SAFETY 1 COMMUNITY DEVELOPMENT DEPT. 1 I mhz& I I • PLANNING Ell M WO IS OM M M OM a a a a I M IIIIIIa a M MI 11111 NM e a n I a N la N a 11111 a a a 1 N MI t• ABOUT RANCHO CUCAMONGA Location Rancho Cucamonga Is situated In the southwest corner of San Bernardino County, 37 miles east of downtown Los Angeles and 15 miles west of downtown San Bernardino. The San Gabriel Mountains rise majestically to the north and the communities of Upland, Ontario, and Fontana surround the City on the west, south, and east, respectively. hi • region known es the West Valley, Rancho Cucamonga Is strategically located at the hub of •n extensive transportation network and within short commute distances of major employment centers In southern California. The city encompasses the thirty-five square miles which originally made up the communities of Cucamonga, Alta Loma and Etiwanda, becoming the Incorporated City of Rancho Cucamonga In 1977. 1 - Certificate of Achievement for Excellence in Financial Reporting Presented to City of Rancho Cucamonga, California For its Comprehensive Annual Financial Report for the Fiscal Year Ended June 30, 1989 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to govemment units and public employee retirement systems whose comprehensive annual financial reports (CAFR's) achieve the highest standards in government accounting and financial reporting. President 9tt %tZ€ Executive Director INN MB IIIMI Ile MI all la MI Littrimx SOCIETY OF MUNICIPAL FINANCE OFFICERS DEDICATED TO THE PROFESSIONAL ADVANCEMENT OF MUNICIPAL FINANCE ADMINISTRATION Certificate of4ward FOR OUTSTANDING FINANCIAL REPORTING PRESENTED TO THE i3zncho acarnoNa This certificate is issued in recognition of meeting professional standards and criteria in reporting which reflect a high level of quality in the annual financial statements and in the underlying accounting system from which the reports were prepared for the fiscal year /9004989 Chelr, Profe nal tanderde Committee abruarj2 /990 1 This page intentionally left blank. FINANCIAL SECTION I I I I I I I 1 AIOLLD3S 'IVIDNIVNL4 This page intentionally left blank. Lance 7200 S. Greenleaf Ave. Soil & Suite 280 Lunghard Whittier, CA 90602 (213) 698-6727 Fax (213) 693-1599 CERTIFIED PUBLIC ACCOUNTANTS City Council City of Rancho Cucamonga Rancho Cucamonga, California INDEPENDENT AUDITOR'S REPORT Fred J. Lunghard, Jr. Brandon W. Burrows Donald L. Parker Michael K Chu Consultant Robert C Lance Richard C. Soli We have audited the general purpose financial statements of the City of Rancho Cucamonga, as of and for the year ended June 30, 1990 as listed in the accompanying table of contents. These general purpose financial statements are the responsibility of the City's management. Our responsibility is to express an opinion on these general purpose financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall general purpose financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the general purpose financial statements referred to above present fairly, in all material respects, the financial position of the City of Rancho Cucamonga, at June 30, 1990, and the results of its operations and the changes in financial position of its proprietary fund types for the year then ended in conformity with generally accepted accounting principles. Our audit was made for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The supplemental schedules listed in the accompanying table of contents are presented for purposes of additional analysis and are not a required part of the general purpose financial statements of the City of MEMBER CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS Lance CEBTITIEO S011 6 PUBLIC Lunghar\ ACCOUNTANTS City Council Rancho Cucamonga, California Page 2 Rancho Cucamonga. Such information has been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, in our opinion, is fairly presented in all material respects in relation to the general purpose financial statements taken as a whole. September 21, 1990 da,„,) ,,Ara_ d- dt.trrituce COMBINED STATEMENTS - OVERVIEW i I 1 1 I I H ail 1 iii I 1 iii rn aiq g C This page intentionally left blank. INI N _ e N ASSETS Cash and Investments (Note 3) Cash and investments with fiscal agent (Note 3) Receivables (net of allowance for uncollectibles) Due from other funds (Note 13) Deposits (Note 5) Advances to other funds (Notes 6 and 11) Fixed assets - net book value (Notes 7 and 8) Amount available In debt service funds Amount to be provided for retirement of general long-term debt Total Assets UABILITIES AND FUND EQUITY Liabltltles: Accounts payable Accrued payroll payable Accrued employee benefits (Note 1) Deposits Due to other funds (Note 13) Deferred revenue (Notes 6 and 10) Deferred compensation payable (Note 17) Obligation under capital leases (Note 11) Bond issue pledged revenue Advances from other funds (Note 11) Bonds and notes payable (Note 11) Total Liabilities Fund Equity: Investment In general fixed assets Retained earnings: Unreserved Fund balances: Reserved (Note 14a) Unreserved: Designated (Note 14b) Undesignated Total Fund Equity Total Liabilities and Fund Equity a a M NM NMI a I r CITY OF RANCHO CUCAMONGA COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS JUNE 30, 1990 GOVERNMENTAL FUND TYPES special Ueot Uaprtat General Revenue Service Projects $ 1,448,518 516,199,318 $ 2,325,660 - 39,194,648 854,453 1,374,005 207,964 2,078,670 326,958 664,167 635,000 - 5,097,166 3,360,455 • $79,391,835 7,946,235 533,486 1,833,719 4,390,000 $ 9,478,807 521,895,736 $42,397,439 594,095,275 $ 768,051 317,442 323,067 388,264 2,062,166 $ 1,093,700 135,885 338,162 1,225,939 556,743 • $ 498,270 $ 2,430,612 1,654 44,364 1,034,078 3,190,077 3,858,990 3,350,429 1,532,348 5,666,707 4,234,143 9,155,708 10,401,548 1385,674 45,825 40,865,091 6,851,406 - 9,343,774 - 71,175,614 5,619,817 18,545,307 40,865,091 88,428,568 $ 9,478,807 $21,895,736 542,397,439 594,095,275 PROPRIETARY FUND TYPE Internal Service $ 1,632,854 17,742 15,000 478,613 $ 2,144,209 $ 40,727 5,811 111,686 158,024 1,986,185 1,986,185 $ 2,144,209 See Notes to Financial Statements 3 Ell MN NM - N 11111 Exhibf A FIDUCIARY FUND TYPE Agency $ 12,055,622 $ 56,866 934,844 ACCOUNT GROUPS General General Flied Long -Term Assets Debt • - 73,789,311 $ 13,047,332 573,769,311 5,998,027 1,436,730 5,612,575 13,047,332 - 73,769,311 73,769,311 5 13,047,332 573,769,311 TOTALS (Memorandum Only) e9 19f19 $ - 5113,053,807 $ 97,834,618 - 47,140,883 17,789,883 - 3,044,516 4,221,289 - 5,838,358 4,781,590 - 650,000 692,981 - 12,847,621 12,312,876 74,247,924 54,451,379 40,865,091 40,865,091 10, 761,155 89,261,689 89,261,689 62,361,658 5130,126,780 5386,954,889 5265,207,429 818,061 536,098 12,847,621 115,925,000 130,126,780 157,740,610 98,613,881 $ 4,831,360 $ 3,175,417 460,592 433,317 1,479,290 2,111794 6,042,391 5,217,667 5,838,358 4,781,590 2,618,909 2,079,164 1,436,730 1,223,766 647,784 601,617 5,612,575 7,696,673 12,847,621 12,312,876 115,925,000 58,980000 73,769,311 54,028,490 1,986,185 1,904,208 23,791,399 34,408,730 - 49,147,996 17,047,024 - 80,519,388 59,205,096 - 229,214,279 166,593,548 5130,126,780 $386,954,889 5265,207,429 $ 7 Revenues: Taxes Licenses and permits Fines and forfeits Use of money and property Intergovernmental Charges for services Development fees Other Total Revenues Expenditures: Current: General government Public safety Engineering and public works Community development Community services Public safety - fire protection Capital outlay Debt service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers in Operating transfers out Proceeds from Issuance of bonds Loan proceeds Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses CITY OF RANCHO CUCAMONGA COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES ALL GOVERNMENTAL FUND TYPES FOR THE FISCAL YEAR ENDED JUNE 30, 1990 General 5 9,504,860 1,996,471 308,389 110,830 1,719,695 3,969,714 6,727,339 2,422,325 1,811,873 • 3,922,496 468,099 49,938 18, 780,688 19, 390, 512 GOVERNMENTAL FUND TYPES Special Debt Revenue Service $ 5,159,171 $ 13,922,638 6,957,792 1,318,042 6,933,276 - 6,318,573 778,369 3,107,185 1,232,087 936,553 499,834 • 5,306,337 12,210,308 1,488,942 capital Pro)ects $ 4,546,907 5,654,664 2,289 15,411,580 10,203,860 1,559,386 2,055,691 • 232,097 2,542,811 150,813 - 57,057,640 35,818 94,128 24,440,010 21,439,105 61,308,051 16,398,655 2,691,025 468,489 21,697,743 (5,659,322) (2,048,593) (45,896,471) (11,493,883) 989,886 237,774 (2,645,532) 248,903 1238,789 (2,407,758) 14,192,270 (14,429,010) 76,237,147 9,898,642 (8,244,030) 24,891,441 6,222,640 76,000,407 32,768,693 $(4,420,533) $(4,456,351) $ 30,103,936 $ 21,274,810 See Notes to Financial Statements 4 Exhibit B TOTALS (Memorandum Only) 1990 1989 $ 33,133,576 1,996,471 308,389 8,974,131 10,697,053 4,234,198 3,922,496 520,326 63,786,640 11,890,911 6,933,276 7,329,039 6,882,083 1,436,387 5,306,337 28,608,963 5 27,187,188 2,902,943 264,831 8,593,643 8,453,551 4,601,110 8,828,353 2,413,640 63,245,259 8,531,326 6,117,980 7,769,525 3,717,641 1,228,413 4,763,673 30,394,512 57,208,453 8,367,730 3,289,460 6,199,188 128,884,909 77,089,988 (65,098,269) (13,844,729) 25,318,572 (25,318,572) 101,128,588 6,222,640 248,903 10,401,763 (10,401,763) 9,168,270 6,003,009 416,551 107,600,131 15,587,830 $ 42,501,862 $ 1,743,101 I_ I—_— N O— _— = a a NM a a a M 1 r is on on en se_ ea a_ a ea a en ea el S im .a CITY OF RANCHO CUCAMONGA Exhibit 8 (Continued) COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES ALL GOVERNMENTAL FUND TYPES FOR THE FISCAL YEAR ENDED JUNE 30,1990 GOVERNMENTAL FUND TYPES TOTALS Special Dein Capital (Memorandum Only) Revenues: General Revenue Service Projects 1 9 9 0 1 9 8 9 Fund Balances: Beginning of Fiscal Year - as previously reported $10,228,302 $22,517,635 $ 10,761,155 $ 67,153,758 $110,660,850 108,917,749 Restatements (Note 15) (187,952) 484,023 - 296,071 Beginning of Fiscal Year - as restated 10,040,350 23,001,658 10,761,155 67,153,758 110,956,921 108,917,749 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (4,420,533) (4,456,351) 30,103,936 21,274,810 42,501,862 1,743,101 End of Fiscal Year $ 5,619,817 $18,545,307 $ 40,865,091 $ 88,428,568 $153,458,783 $110,660,850 See Notes to Financial Statements 5 Revenues: Taxes Licenses and permits Fines and forfeits Use of money and property Intergovernmental Charges for services Development lees Other Total Revenues Expenditures: Current: General govemment Public safety Engineering and public works Community development Community services Public safety - fire protection Capital outlay Debt service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfers out Proceeds from Issuance of bonds Loan proceeds Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) CITY OF RANCHO CUCAMONGA COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL GOVERNMENTAL FUND TYPES FOR THE FISCAL YEAR ENDED JUNE 30,1990 GENERAL FUND Varlance- Favorable Budget Actual (Unfavorable) Budget $ 8,981,880 2,283,200 269,770 790,689 4,101,100 3,554,900 1,089,239 21,070,778 Exhibit C SPECIAL REVENUE FUNDS Variance - Favorable (Unfavorable) $ 9,504,860 $ 522,980 $ 5,094,708 1,996,471 (286,729) 308,389 38,619 - 110,830 (679,859) 677,726 3,969,714 (131,386) 4,934,634 2,422,325 (1,132,575) 2,588,044 10,038,512 468,099 (621,140) 30,000 18,780,688 (2,290,090) 23,363,624 7,437,553 7,184,898 252,655 1,633,141 6,922,862 7,053,492 (130,630) - 7,592,665 7,087,956 504,709 495,666 3,705,008 3,184,547 520,461 2,149,647 966,208 941,629 24,579 685,445 • 5,215,660 • 27,992,595 26,624,296 (5,553,518) 985,775 985,775 150,813 (150,813) - 35,818 (35,818) - 25639,153 985,143 38,172,154 (6,858,465) (1,304,947) (14,808,530) 989,886 4,111 54,111 (2,645,532) 248,903 248,903 1,238,789 253,014 (2,591,421) $ (4,567,743) $ (5,619,676) $ (1,051,933) See Notes to Financial Statements 6 Actual $ 5,159,171 1,719,695 6,669,970 1,811,873 3,889,851 49,938 19,300,498 1,410,505 778,369 1,475,963 503,748 5,306,337 19,302,964 94,128 28,872,014 $ 64,463 1,041,969 1,735,336 (776,171) (6,148,661) 19,938 (4,063,126) 222,636 (282,703) 673,684 181,697 (90,677) 8,689,631 (94,128) 9,300,140 (9,571,516) 5,237,014 237,774 183,663 (2,645,532) (2,407,758) 183,663 $ (17,399,951) $ (11,979,274) $ 5,420,677 IS In MI NM NIS IMO MI NMI a a Ma a — a — — — MI INIII — NMI MI OS MIN le NMI 1111111 MN NM _ — CITY RAN CUCAMONGA Exhibit (Continued) COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL GOVERNMENTAL FUND TYPES FOR THE FISCAL YEAR ENDED JUNE 30, 1990 GENERAL FUND SPECIAL REVENUE FUNDS Variance- Varlance- Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) Adjustments: To adjust for encumbrances (Note 1) $ $ 1,199,143 $ 1,199,143 $ - $ 7,436,267 $ 7,436,267 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) - Budgetary Classifications (4,567,743) (4,420,533) 147,210 (17,399,951) (4,543,007) 12,856,944 Other Adjustments: To record excess of Revenues and Other Sources over (under) Expenditures and Other Uses for nonbudgeted funds (Note 1) 86,656 86,656 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) $ (4,567,743) $ (4,420,533) $ 147,210 $ (17,399,951) $ (4,456,351) $ 12,943,600 Fund Balances: Beginning of Fiscal Year - as previously reported $10,228,302 $10,228,302 $ - $ 22,517,635 $ 22,517,635 $ Restatements (Note 15) (187,952) (187,952) 484,023 484,023 Beginning of Fiscal Year - as restated 10,228,302 10,040,350 (187,952) 22,517,635 23,001,658 484,023 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) (4,567,743) (4,420,533) 147,210 (17,399,951) (4,543,007) 12,856,944 End of Fiscal Year $ 5,660,559 $ 5,619,817 $ (40,742) $ 5,117,684 $ 18,545,307 $ 13,427,623 See Notes to Financial Statements 7 Revenues: Taxes Licenses and permits Fines and forfeits Use of money and property Intergovernmental Charges for services Development fees Other Total Revenues Expenditures: Current: General government Public safety Engineering and public works Community development Community services Public safety - fire protection Capital outlay Debt service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfers out Proceeds from Issuance of bonds Loan proceeds Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) a Ma r IS M a CITY OF RANCHO CUCAMONGA COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL GOVERNMENTAL FUND TYPES FOR THE FISCAL YEAR ENDED JUNE 30, 1990 DEBT SERVICE FUNDS Variance - Favorable Actual (Unfavorable) Budget $ 12,942,662 $ 13,922,638 $ 979,976 2,298,066 1,488,942 (809,124) 15, 240, 728 15, 411,580 170,852 2,719,603 1,559,386 1,160,217 57,057,640 57,057,640 2,688,950 2,691,025 (2,075) 62,466,193 61,308,051 1,158,142 (47,225,465) (45,896,471) 1,328,994 18,557,597 (16,900,696) 76,237,147 14,192,270 (14,429,010) 76,237,147 (4,365,327) 2,471,686 77,894,048 76,000,407 (1,893,641) $ 30,668,583 $ 30,103,936 $ (564,647) See Notes to Financial Statements 8 Exhibit C (Continued) CAPITAL PROJECTS FUNDS Variance - Favorable Budget Actual (Unfavorable) $ 6,197,434 $ 4,546,907 $ (1,650,527) 973,988 5,654,664 4,680,676 7,171,422 2,289 10,203,860 2,289 3,032,438 2,976,446 2,055,691 920,755 3,300,000 2,533,148 766,852 201,113 248,084 (46,971) 60,534 62,145 38, 406,048 19, 621,159 18, 784,889 2,500,000 47,444,141 468,489 24,988,716 2,031,511 22,457,036 (40,272,719) (14,784,856) 25,487,863 15,000 27,391,441 6,222,640 9,898,642 (8,244,030) 24,891,441 6,re2,640 9,883,642 (8,244,030) (2,500,000) 33,629,081 32,768,693 (860,388) $ (6,643,638) $ 17,983,837 $24,627,475 MB a a a 1111111 MO MI MI MI MI OM NIB 111111 MI NM MN MI IS MI IS MI MB MINI MI On MIN MI S CITY OF RANCHO CUCAMONGA Exhibit (Continued) COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL GOVERNMENTAL FUND TYPES FOR THE FISCAL YEAR ENDED JUNE 30, 1990 DEBT SERVICE FUNDS CAPITAL PROJECTS FUNDS Variance- - Varlance- Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) Adjustments: To adjust for encumbrances (Note 1) $ $ $ $ $ 3,290,973 $ 3,290,973 Excess of Revenues end Other Sources over (under) Expenditures and Other Uses (GAAP Basis) • Budgetary Classifications 30,668,583 30,103,936 (564,647) (6,643,638) 21,274,610 27,918,448 Other Adjustments: To record excess of Revenues and Other Sources over (under) Expenditures and Other Uses for nonbudgeted funds (Note 1) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) $ 30,668,583 $ 30,103,936 $ (564,647) $ (6,643,638) $ 21,274,810 $27,918,448 Fund Balances: Beginning of Fiscal Year - as previously reported $ 10,761,155 $ 10,761,155 $ $ 67,153,758 $ 67,153,758 $ - Restatements (Note 15) - - BeglnningofFlscalYear - asrestated 10,761,155 10,761,155 • 67,153,758 67,153,758 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) 30,668,583 30,103,936 (564,647) (6,643,638) 21,274,810 27,918,448 End of Fiscal Year $ 41,429,738 $ 40,865091 $ (5564,647) $ 60,510,120 $ 88,428,568 $27,918,448 See Notes to Financial Statements 9 CITY OF RANCHO CUCAMONGA COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL. (BUDGETARY BASIS) ALL GOVERNMENTAL FUND TYPES FOR THE FISCAL YEAR ENDED JUNE 30,1990 TOTALS (MEMORANDUM ONLY) Varlance- Favorable Budget Actual (Unfavorable) Revenues: Taxes $ 33,216,684 $ 33,133,576 $ (83,108) Licenses and permits 2,283,200 1,996,471 (286,729) Fines and forfeits 269,770 308,389 38,619 Use of money and property 4,740,469 8,974,131 4,233,662 Intergovernmental 9,035,734 10,639,684 1,603,950 Charges for services 6,142,944 4,234,198 (1,908,746) Development fees 10,038,512 3,889,651 (6,148,661) Other 1,119,239 520,326 (598,913) Total Revenues 66,846,552 63,696,626 (3,149,926) Expenditures: Current: General government 14,766,743 12,210,480 2,556,263 Public safety 10,222,862 9,586,640 636,222 Engineering and public works 8,289,444 8,114,409 175,035 Community development 5,915,189 4,722,655 1,192,534 Community services 1,651,653 1,445,377 206,276 Public safety - fire protection 5,215,660 5,306,337 (90,677) Capital outlay 66,398,643 38,924,123 27,474,520 Debt service; Principal 57,057,640 57,208,453 (150,813) Interest and fiscal charges 5,188,950 3,289,460 1,899,490 Total Expenditures 174,706,784 140,807,934 33,898,850 Excess of Revenues over (under) Expenditures (107,860,232) (77,111,308) 30,748,924 Other Financing Sources (Uses): Operating transfers In Operating transfers out Proceeds from Issuance of bonds Loan proceeds Capital lease proceeds Total Other Financing Sources (Uses) 109,917,483 107,600,131 (2,317,352) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) $ 2,057,251 19,612,483 25,318,572 5,706,089 (19,546,228) (25,318,572) (5,772,344) 103,628,588 101,128,588 (2,500,000) 6,222,640 6,222,640 248,903 248,903 $ 30,488,623 $ 28,431,572 See Notes to Financial Statements 10 OM a E I a a a NMI a a MIN 11111111 IIIIIIS MI MO Exhibit C (Continued) OMB 011 SIB Rill MI IS In MI MI MIS NM NMI IIIIII MS Ile IS NM NM CITY OF R'HO C MON r Exhibit C (Continued) COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL GOVERNMENTAL FUND TYPES FOR THE FISCAL YEAR ENDED JUNE 30, 1990 Budget TOTALS (MEMORANDUM ONLY) Varlance- Favorable Actual (Unfavorable) Adjustments: To adjust for encumbrances (Note 1) $ $ 11,926,383 $ 11,926,383 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) - Budgetary Classifications 2,057,251 42,415,206 40,357,955 Other Adjustments: To record excess of Revenues and Other Sources over (under) Expenditures and Other Uses for nonbudgeled funds (Note 1) 86,E 86,656 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) $ 2,057,251 $ 42,501,862 $ 40,444,611 Fund Balances: Beginning of Fiscal Year - as prevlously reported $110,660,850 $110,660,850 $ Restatements (Note 15) 296,071 296,071 Beginning of Fiscal Year - as restated 110,660,850 110,956,921 296,071 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) 2,057,251 42,415,206 40,357,955 End of Fiscal Year $112,718,101 $153,458,783 $ 40,740,682 - See Notes to Financial Statements 11 Operating Revenues: Charges for services Operating Expenses: Vehicle and equipment maintenance Depreciation Total Operating Expenses Operating Income (Loss) Nonoperating Revenues: Interest Income Gain (loss) on sale of fixed assets Miscellaneous Total Nonoperating Revenues Net Income Retained Earnings: Beginning of Fiscal Year End of Fiscal Year CITY OF RANCHO CUCAMONGA STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS PROPRIETARY FUND TYPE INTERNAL SERVICE FUND FOR THE FISCAL YEAR ENDED JUNE 30,1990 See Notes to Financial Statements 12 Exhibit D Year Ended June 30, 1990 1989 $ 489,170 $ 483,262 451,044 134,626 142,798 131,495 585,670 274,293 (96,500) 208,969 178,477 151,365 (6,831) 3,691 178,477 148,425 81,977 357,394 1,904,208 1,546,814 51 986 185 4 51904,208 1 MN_- I IS 1_- a a MN s US- r- _- _ I a s MIN OM a I MI I= 1111 M IIIIII MI MIN - MI INN IS M E CITY OF RANCHO CUCAMONGA Enhlblt E STATEMENT OF CHANGES IN FINANCIAL POSITION PROPRIETARY FUND TYPE INTERNAL SERVICE FUND FOR THE FISCAL YEAR ENDED JUNE 30, 1990 Sources of Working Capital: Operations: Net Income (loss) Items not requiring (providing) working capital: Depreciation Loss on disposition of fixed assets Capital lease proceeds Total Sources of Working Capital Uses of Working Capital: Additions to fixed assets Capital lease principal reduction Total Uses of Working Capital Net Increase (Decrease) In Working Capital Elements of Net Increase (Decrease) In Working Capital: Cash and investments Accounts receivable Interest receivable Accounts payable Accrued payroll payable Capital leases payable Net Increase (Decrease) In Working Capital See Notes to Financial Statements 13 Year Ended June 30, 1990 1989 $ 81,977 $ 357,394 134,626 131,495 6,831 111,686 328,289 495,ie0 190,349 143,541 30,920 7,090 221,269 150,631 107,020 $ 345089 $ 137,888 $ 349,620 (213) 633 8,451 8,539 (36,615) 19,645 (2,491) (2,429) (30,919) $ 107,020 $ 345,089 CITY OF RANCHO CUCAMONGA NOTES TO FINANCIAL STATEMENTS JUNE 30, 1990 I. SIGNIFICANT ACCOUNTING POLICIES Note 1: Organization and Summary of Significant Accounting Policies a. Description of the Reporting Entity The City of Rancho Cucamonga is a reporting entity which consists of the following oversight and component units: Reporting Entity: Oversight Unit: City of Rancho Cucamonga Component Units: Rancho Cucamonga Redevelopment Agency Rancho Cucamonga Public Improvement Corporation Rancho Cucamonga Fire Protection District Oversight responsibility is determined by such criteria as financial interdependency, selection of governing authority and designation of management budget control, and the ability to significantly influence operations. The accompanying general purpose financial statements contain information for the total reporting entity. The City of Rancho Cucamonga (an oversight unit) was incorporated on November 30, 1977 under the laws of the State of Califomia and enjoys all the rights and privileges applicable to a General Law City. The Rancho Cucamonga Redevelopment Agency was established on May 20, 1981 pursuant to the State of California Health and Safety Code, Section 33000. Its purpose is to prepare and carry out plans for the improvement, rehabilitation and development of blighted areas within the territorial limits of the City of Rancho Cucamonga. The Rancho Cucamonga Public Improvement Corporation was incorporated on November 14, 1988 under the Non -Profit Public Benefit Corporation Law of the State of California. The Corporation was established for charitable purposes including rendering financial assistance to the City by financing, acquiring, constructing, improving and leasing public improvements for the benefit of residents of the City and the surrounding area. The Rancho Cucamonga Fire District (formerly Foothill Fire Protection District) was a special district formed by the County of San Bernardino for the purpose of fire suppression within its boundaries. Effective July 1, 1989, operations of this district were taken over by 14 IIIIII M a M N MIN a N a iR IM S MI MN a MI s IIIIII 111111 N_ M- -_ MS NM 1 E E S- N 11111 111111 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 1: Organization and Summary of Significant Accounting Policies (Continued) the City of Rancho Cucamonga. This district still operates as a separate special district; however, now it is under the control of the City of Rancho Cucamonga instead of the County of San Bernardino. The 1989 columns in this report have been restated to include financial information for this district. b. Description of Funds Fund Accounting Systems Governmental accounting systems are organized and operated on a fund basis. A fund is defined as an independent fiscal and accounting entity with a self -balancing set of accounts recording cash and other financial resources, together with all related liabilities and residual equities or balances, and changes therein, which are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations, restrictions, or limitations. Types of Funds Govemmental Fund 'Noes The General Fund - to account for all unrestricted resources except those required to be accounted for in another fund. Special Revenue Funds - to account for the proceeds of specific revenue sources (other than major capital projects) that are restricted by law or administrative action to expenditures for specified purposes. Debt Service Funds - to account for the accumulation of resources for, and payment of, interest and principal on general long-term debt. Capital Projects Funds - to account for financial resources segregated for the acquisition of major capital facilities (other than those financed by Proprietary Funds). Proprietary Fund Tvoes Internal Service Funds - to account for the financing of goods or services provided by one department or agency to other departments or agencies of the City or to other governmental units, on a cost -reimbursement basis. Fiduciary Fund Types Agency Funds - to account for assets held by the City as trustee or agent for individuals, private organizations, or other governmental units, and/or other funds. 15 City of Rancho Cucamonga Notes to Financial Statements (Continued} Note 1: Organization end Summary of Significant Accounting Policies (Continued) Account Groups Fixed Assets and Long -Tent Liabilities The accounting and reporting treatment applied to the fixed assets and long-term liabilities associated with a fund are determined by its measurement focus. All governmental funds are accounted for on a spending or 'financial flow' measurement focus. This means that only current assets and current liabilities are generally included in their balance sheets. Their reported fund balance (net current assets) is considered a measure of 'available spendable resources'. Governmental fund operating statements present increases (revenues and other financing sources) and decreases (expenditures and other financing uses) in net current assets. Accordingly, they are said to present a summary of sources and uses of 'available spendable resources' during a period. Fixed assets used in governmental fund type operations (general fixed assets) are accounted for in the General Fixed Assets Account Group, rather than in governmental funds. Public domain ('infrastructure') general fixed assets consisting of roads, bridges, curbs and gutters, streets and sidewalks, drainage systems, and lighting systems, are not capitalized. No depreciation has been provided on general Fixed assets. All fixed assets are valued at historical cost or estimated historical cost if actual historical cost is not available. Donated fixed assets are valued at their estimated market value on the date donated. Interest accrued during construction (if any) of fixed assets is capitalized as a part of the asset cost. All proprietary funds are accounted for on a cost of services or 'capital maintenance measurement focus. This means that all assets and all liabilities (whether current or noncurrent) associated with their activity are included on their balance sheets. Their reported fund equity (net total assets) is segregated into contributed capital and retained earnings components. Proprietary fund type operating statements present increases (revenues) and decreases (expenses) in net total assets. Depreciation of all exhaustible fixed assets used by Proprietary Funds is charged as an expense against their operations. Proprietary fund fixed assets are reported net of accumulated depreciation on their balance sheets. Depreciation has been provided over the estimated useful lives using the straight line method for all classes of fixed assets. The estimated useful lives are as follows: Automotive Equipment Other Equipment 5 years 5-10 years Long -Term liabilities expected to be financed from governmental funds are accounted for in the General Long -Term Debt Account Group, not in the governmental funds. Noncurrent portions of long-term receivables due to governmental funds are reported on their balance sheets, in spite of their spending measurement focus. Special reporting treatments are used to Indicate, however, that they should not be considered 'available spendable resources', since they do not 16 a MI I MB MI n N MEI NM OM d N a M I MN 1 M I M N 1_-- NS -_-_ a--- I 1 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 1: Organization and Summary of Significant Accounting Policies (Continued) represent net current assets. Recognition of govemmental fund type revenues represented by noncurrent receivables is deferred until they become current receivables. Noncurrent portions of long-term loans receivable are offset by fund balance reserve accounts. Special reporting treatments are also applied to governmental fund inventories (if any) to indicate that they do not represent 'available spendable resources', even though they are a component of net current assets. Such amounts are generally offset by fund balance reserve accounts. Because of their spending measurement focus, expenditure recognition for governmental fund types does not include amounts represented by noncurrent liabilities. Since they do not affect net current assets, such long-term amounts are not recognized as governmental fund type expenditures or fund liabilities. They are instead reported as liabilities in the General Long -Term Debt Account Group. c. Functional Classifications Expenditures of the City are classified by function. Functional classifications are defined as follows: General Government includes legislative activity, City Clerk, City Attorney, City Manager as well as management or supportive services across more than one functional area. Public Safety includes those activities which involve the protection of people and property. Enaineerino and Public Works includes all maintenance, engineering and capital improvements which relate to streets, sewers, parks, flood control and other public facilities. Community Develooment includes those activities which involve planning and redevelopment as well as building and safety. Community Services includes those activities which involve the providing of recreational, cultural and educational services. Public Safety - Fire Protection includes activities of the fire protection district involved in the protection of people and property from fire. d. Basis of Accounting Basis of accounting refers to when revenues and expenditures or expenses are recognized in the accounts and reported in the financial statements. Specifically, it relates to the timing of the measurements made regardless of the nature of the measurement. 17 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 1: Organization and Summary of Significant Accounting Policies (Continued) All govemmental funds and Agency funds are accounted for using the modified accrual basis of accounting. Their revenues are recognized when they become measurable and available as net current assets. Revenues considered susceptible to accrual in those funds wherein revenue is recognized on a modified accrual basis is as follows: property and sales taxes, revenue from the use of money and property, interfund transfers, unbilled service receivables and intergovernmental revenue are all considered measurable and are recognized as revenue on a modified accrual basis; licenses, permits, fines and forfeitures and similar items are, (or the most part, not susceptible to accrual and consequently are not recorded until received. Agency funds are purely custodial (assets equal liabilities) and thus do not involve measurement of results of operations. The assets and liabilities are accounted for on a modified accrual basis with the exception of the City's Deferred Compensation Plan which is accounted for on a market value basis In accordance with Statement No. 2 of the Governmental Accounting Standards Board (GASB). Property tax revenue is recognized on the basis of NCGA Interpretation No. 3; (adopted by GASB) that is, in the fiscal year for which the taxes have been levied providing they become available. Available means then due, or past due and receivable within the current period and collected within the current period or expected to be collected soon enough thereafter (not to exceed 60 days) to be used to pay liabilities of the current period. The County of San Bemardino collects property taxes for the City. Tax liens attach annually as of 12:01 A.M. on the first day in March preceding the fiscal year for which the taxes are levied. The tax levy covers the fiscal period July 1st to June 30th. All secured personal property taxes and one -hal( of the taxes on real property are due November 1st; the second installment is due February 1st. All taxes are delinquent, if unpaid, on December 10th and April 10th respectively. Unsecured personal property taxes become due on the first of March each year and are delinquent, If unpaid, on August 31st. Grants, entitlements, or shared revenues recorded in govemmental funds are recognized as revenue in the accounting period when they become susceptible to accrual, i.e., both measurable and available (modified accrual basis). Grants received before the revenue recognition criteria has been met are reported as deferred revenue, a liability account. Such resources not received are reported as a receivable if the revenue recognition criteria has been met. Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred; principal and interest on general long-term debt is recognized when due. All proprietary funds are accounted for using the accrual basis of accounting. Their revenues are recognized when they are earned and become measurable, expenses are recognized when they are incurred if measurable. e. Budgetary Data General Budget Policies The City Council approves each year's budget submitted by the City Manager prior to the beginning of the new fiscal year. Public hearings are conducted prior to its adoption by the Council. Supplemental appropriations, where required during the period are also approved by the Council. There were several supplemental appropriations required during the year. There 18 N MI N E I I E I I M N I O IIIIIII N OM NM all I__ I 1 E--__ 1 N I E 111111 11111 INN City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 1: Organization and Summary of Significant AccouMing Policies (Continued) were no significant non -budgeted financial activities during the year. Actual expenditures may not exceed appropriations at the departmental level. However, the City Manager is authorized to transfer budgeted amounts between funds. Budget data presented in the financial statements are the final adjusted amount. At fiscal year-end all operating budget appropriations lapse. Encumbrances Encumbrances are estimations of costs related to unperformed contracts for goods and services. These commitments are recorded for budgetary control purposes in the General, Special Revenue, and similar governmental funds. Encumbrances outstanding at year-end are reported as a reservation of fund balance. They represent the estimated amount of the expenditure ultimately to result if unperformed contracts in -process at year-end are completed. They do not constitute expenditures or estimated liabilities. Budget Basis of Accounting Budgets for governmental funds are adopted on a basis consistent with generally accepted accounting principles (GAAP) except that for budaetina purposes only encumbrances are treated as expenditures. The Combined Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - All Governmental Funds presents comparisons of the legally adopted budget with actual data on the budgetary basis. The difference between the budgetary basis and GAAP are also presented and reconciled on this statement. This reconciliation included the following unbudgeted funds: Excess of Revenues and Other Sources over (under) Expenditures and Other Uses Special Revenue Fund Type: Pedestrian Grants $ (3,358) San Sevaine/Etiwanda Drainage 32,645 Measure I 57,369 19 1 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 1: Organization and Summary of Significant AccouMing Policies (Continued) f. Other Accounting Policies Total Columns on Combined Statements 'Memorandum Only' captions on combined statements - total columns mean that totals are presented for overview informational purposes only and that they do not fairy present financial position or results of operations for the governmental unit as a whole in conformity with generally accepted accounting principles. Interfund eliminations have not been made in the aggregation of these totals. Investments Investments are stated at cost. At June 30, 1990, the City held no land for resale; therefore, no investment in land held for resale is present in the financial statements. Claims and Judgments and Compensated Absences Claims and Judgments Only the short-term liability is reflected as a current liability in all applicable governmental fund types, the remainder of the liability is reported in the General Long -Term Debt Account Group. The short-term liability which will be liquidated with expendable available financial resources Is the amount of settlement reached, but unpaid, related to claims and judgments entered. At June 30, 1990, there are no material long-term judgments and claims against the City and no liability Is reported In the General Long -Term Debt Account Group. In addition, the City has determined that at June 30, 1990, there are no material incurred but unreported claims against the City. Compensated Absences The City utilizes the General Fund and Special Revenue - Fire District Fund to account for its compensated absences. The short-term portion is determined to be the amount due to employees for future absences which is attributable to services already rendered and which is expected to be paid during the next fiscal year. The total amount of liability for compensated absences is segregated between short-term and long-term as indicated above and are accordingly reflected in the General Fund, Fire District Special Revenue Fund and General Long -Term Debt Account Group. Vacation pay is payable to employees at the time a vacation is taken or upon termination of employment. Normally, an employee can not accrue more than one and one-half times his regular annual entitlement. 20 11111 OM MI MI MN OM M N N MI MIN M I NM MI W MI MI M=_= N E I 1 M- - MI M N I I OM M MO City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 1: Organization and Summary of Significant Accounting Policies (Continued) Sick leave is payable when an employee is unable to work because of illness. Employees who terminate their employment after five years of continuous service and have at least 50% of five years sick leave accrued on the books upon termination may be paid for 120 hours of the accrued leave. 11. STEWARDSHIP Note 2: Stewardship, Compliance and Accountability a. The following funds contained deficit fund balances as of June 30: Special Revenue Funds: Beautification Capital Projects Funds: Assessment District 89-1 Debt Service Funds: Redevelopment Agency $ 469,768 $ 21,498 $ 487,325 b. Excess of expenditures over appropriations in individual funds at the departmental level are as follows: Expenditures Appropriations Excess General Fund: General government City council $ 55,304 $ 42,390 $ 12,914 General overhead 1,401,291 1,164,388 236,903 Business licenses 112,562 110,626 1,936 Purchasing 153,856 146,915 6,941 Assessments and management information systems 5,361 5,361 Public safety Sheriff contract services 6,826,979 6,675,229 151,750 21 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 2: Stewardship, Compliance and Accountability (Continued) Expenditures Anorooriations Excess Engineering and public works Engineering administration 649,374 488,728 160,646 Special Revenue Funds SB 325 Engineering and public works 80,915 3,514 77,401 Beautification Engineering and public works 103,492 103,492 Systems development Engineering and public works 196,868 196,868 Drainage facilities Engineering and public works 66,712 2,568 64,144 Federal aid urban Engineering and public works 25,070 1,010 24,060 Community development block grant Community development 155,106 80,979 74,127 Fire District Public safety - fire protection 5,306,337 5,215,660 90,677 Interest and fiscal charges 94,128 94,128 Debt Service Funds Central Park Acquisition Interest and fiscal charges 386,286 384,810 1,476 Capital Projects Funds Assessment District 82-1R Capital outlay 99,774 96,095 3,679 Assessment District 84-2 Engineering and public works 210,483 201,113 9,370 Assessment District 86-2 Engineering and public works 37,601 37,601 Assessment District 89-1 Community development 62,145 60,534 1,611 22 IS 6111 11111 11111 6111 11111 E UN 1611 UM I I E 11111 NE 11111 11111 11111 MS E N- M SO MO -- I I M ME MO- OM E City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 3: Cash and Investments Cash and investments at June 30 consisted of the following: Pooled Cash and Deposits Pooled Investments Investment in County of San Bernardino Investment Pool Investment in State Treasury's Investment Pool Investment with Fiscal Agency - Mutual Funds Cash with Fiscal Agent Invested in Mutual Fund $ 46,282,079 45,655,560 1,357,883 19,759,000 7,512,670 39.627.498 Total Cash and Investments $ 1• 4 69 The City follows the practice of pooling cash and investments of all funds except for funds required to be held by outside fiscal agents under the provisions of bond indentures and funds in its deferred compensation plan. Interest income earned on pooled cash and investments is allocated to the various funds based on the cash balances. Interest income from cash and investment with fiscal agent and in the deferred compensation plan is credited directly to the related fund. Pooled Cash and Non -Negotiable Certificates of Deposit All pooled cash and non-negotiable certificates of deposit are entirely insured or collateralized. The California Government Code requires California banks and savings and loan associations to secure a City's deposits by pledging government securities as collateral. The market value of pledged securities must equal at least 110% of a City's deposits. California law also allows financial institutions to secure City deposits by pledging first trust deed mortgage notes having a value of 150% of a City's total deposits. The City may waive collateral requirements for deposits which are fully insured up to $100,000 by the Federal Deposit Insurance Corporation (FDIC). Cash and Investments with Fiscal Agent The City has monies held by a or fiscal agent pledged to the payment or security of certain bonds, certificates of certification, and lease obligations. The California Government Code provides that these monies, in the absence of specific statutory provisions governing the issuance of these bonds, certificates, or leases, may be invested in accordance with the ordinance, resolutions or indentures specifying the types of investments its fiscal agent may make. These ordinances, resolutions, and indentures are generally more restrictive than the City's general investment policy. In no instance have additional types of investments, not permitted by the City's general investment policy, been authorized. 23 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 3: Cash and Investments (Continued) Cash and Investments - Deferred Compensation Plan The City offers its employees a deferred compensation plan created in accordance with Internal Revenue Code Section 457. The market value of the plan assets at June 30, 1990 is $1,436,730. See Note 17 for additional Information about this plan. Credit Risk, Carrying Amount, and Market Value of Deposits Cash and deposits of the City are summarized below. The deposits are classified as to credit risk by three categories as follows: Category 1 includes deposits that are insured or collateralized, with the securities held by the City or its agent in the City's name; Category 2 includes deposits which are uninsured but which are collateralized with the securities held by the pledging financial institution's trust department in the City's name; Category 3 includes deposits which are uninsured and uncollateralized, or collaterized with securities held by the pledging financial institutions, or by its trust department or agent but not in the City's name. Category Carrying Market 1 2 3 Amount Value Cash in Bank $ 91,947 $ 4,059,475 $ - $ 4,151,422 $ 4,151,422 Certificates of Deposit 3,777,000 38,352,657 42,129,657 42,129,657 Totals $ P.668.947 $ 42.412.132 $ - $ 46.281.079 $ 45.281079 Pooled Investments Authorized Investments Under provisions of the City's Investment Policy, and in accordance with Section 53601 of the California Government Code, the City may Invest in the following types of investments: Securities of the U.S. Government, or its agencies Small Business Administration Loans Certificates of Deposit Bankers Acceptance Commercial Paper Local Agency Investment Fund (State Pool) Deposits 24 IMO N I MIN N--__ MO N N= NM NM NM IS M IS City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 3: Cash and Investments (Continued) Passbook Savings Account Demand Deposits !Repurchase Agreements Credit Risk, Carrying Amount and Market Value of Investments Investments of the City are summarized below. The investments that are represented by specific identifiable investment securities are classified as to credit risk by three categories as follows: Category 1 includes investments that are insured or registered for which securities are held by the City or its agent in the City's name; Category 2 includes uninsured and unregistered investments for which the securities are held by the broker's or dealer's agent in the City's name; Category 3 includes uninsured and unregistered investments for which the securities are held by the broker or dealer, or by its agent, but not in the City's name. 1 City Investments: Banker's Acceptance $ U.S. Government Securities Commercial Paper 598,430 Money Market Investments - Deferred Compensation Plan 1.335,855 Total City Investments Cateaory 2 $ 6,175,336 $ 14,572,402 2,258,447 20,614,215 100,875 3 Carrying Amount $ 6,175,336 14,572,402 2,856,877 20,614,215 1,436.730 Market Value $ 6,210,595 14,723,776 2,858,034 20,614,215 1,436,730 $ .] 934.285 $ 463.721.275 $ - $ 45.655 560 $ 45.843.350 Cash and Investments with Fiscal Agent: Cash $ 98 $ U.S. Government Securities Investment Agreement 30,900,000 Total Cash and Investment with Fiscal Agent $ 0 900 09: 25 $- $ 98 $ 98 8,727,400 8,727,400 8,727,400 3900 000 30,900,000 $ 8.727,400 $ 39.627.498 $ 3_9.627.498 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 3: Cash and Investments (Continued) Investment in State Treasury's Investment Pool Investment in State Treasury's and County of San Bernardino investment pool cannot be assigned a credit risk category because the City does not own specific securities. However, the fund's investment policies and practices with regard to the credit and market risks have been determined acceptable to the City's investment policies. Investment in State Treasury's Investment Pool $ 19.759.000 Investment in County of San Bernardino's Investment Pool $ 1.357.883 Cash with Fiscal Agent Invested in Mutual Fund Amounts invested in mutual funds cannot be assigned a credit risk category because the City does not own specific securities. However, the fund's investment policies and practices with regard to the credit and market risks have been determined acceptable to the City's investment policies. Cash with Fiscal Agent Invested in Mutual Fund $ 7.512.670 Note 4: Unearned Grants Because various federal and state subventions and grants have not been received nor the revenue recognition criteria met, the following awards are not reflected in the financial statements: Fund Federal Aid Urban Community Development Block Grant Park Bond Acts Total Note 5: Deposits Amount $ 340,883 219,055 316,810 $ $7..748 The City has made a condemnation deposit of $635,000 with the San Bernardino Superior Court in connection with the Northeast Community Park Project. The deposit is reported in the Park Development Fund, a Special Revenue Fund. 26 In a me a a au an um a la al a am ma No a ea a NNW M S IS OS N - _ NM N M N _ _ I I a a MI City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 6: Advances to Redevelopment Agency During the current and prior fiscal years, the City of Rancho Cucamonga has loaned the Rancho Cucamonga Redevelopment Agency funds for use in financing various projects. The loans which amount to $6,495,455 as of June 30, 1990 bear interest at rates of 6.5-7.3% per annum and are payable as funds become available to the Agency. As of June 30, a total of $2,062,166 matured interest due on these loans has been added to principal. As this interest is not payable currently, the City has recognized deferred revenue in this amount. Note 7: Changes In General Fixed Assets A summary of changes in general fixed assets follows: Purchased/Contributed Assets: Land Building improvements Improvements other than buildings Equipment and vehicles Furniture and fixtures Assets acquired under capital lease - equipment Construction in progress Total 27 Balance June 30, 1989 $ 29,300,945 3,708,497 5,134, 319 377,728 677,066 14,829,935 $ 54.028,490 Balance Additions Deletions June 30. 1990 $ 3,833,148 115,631 4,221,538 1,237,250 1,936,273 248,903 8,175,171 $ 19,76794 $ 33,134,093 3,824,128 4,221,538 27,093 6,344,476 2,314,001 925,969 23,005,106 $ 27.093 $ 73.702311 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 8: Proprietary Fund Fixed Assets A summary of proprietary fund type property, plant and equipment is presented below: Allowance Estimated Fixed for Net Useful Life Assets Depreciation Book Value Internal Service: Purchased assets: Automotive equipment 5 years $ 698,536 $ 477,728 $ 220,808 Other equipment 5-10 years 61,032 20,387 40,645 Assets acquired through capital leases - equipment 5-10 years 294.746 77,586 217,160 Total $ 1.054.314 $ 575.701 $ 478.513 Note 9: Pension Plan Obligations a. Plan Description The City contributes to the California Public Employees Retirement System (PERS), an agent multiple -employer public employee retirement system that acts as a common investment and administrative agent for participating public entities within the State of California. The City's total payroll was $9,116,690 of which $8,515,379 was the payroll for employees covered by the system for the year ended June 30, 1990. All full-time and part-time City employees who are eligible may participate in the system. To be eligible for service retirement an employee must be at least age 50 and have 5 years of PERS-credited service. For non -safety employees the benefits are payable monthly for life, in an amount that varies from 1.092 percent at age 50 to 2.418 percent at age 63 (for each year of credited service) of their final compensation. PERS also provides death and survivor's benefits; all benefit provisions and all other requirements are established by State statute and City ordinance. 'Final Compensation' is the average monthly pay rate for the last consecutive 36 months (or any other 36 month period if higher); however, with respect to public safety employees only the average monthly pay rate for the last consecutive 12 months (or another 12 consecutive months if higher) may be used if the entity's contract with PERS provides for one year final compensation. 28 a - - M M - M IS - i MI _ I M I M N M a N_- MO EN EN O- _- I I N MN I EN- EN E City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 9: Pension Plan Obligations (Continued) b. Employee and Employer Contribution Obligations The City contributes 7% of their salaries to the system on behalf of member employees. The City also contributes the remaining amounts necessary to fund the benefits for its members, using the actuarial basis recommended by the PERS actuaries and actuarial consultants and adopted by the Board of Administration. c. Funding Status and Progress The amount shown below as the 'pension benefit obligation' is a standardized disclosure measure of the present value of pension benefits, adjusted for the effects of projected salary increases and step -rate benefits, estimated to be payable in the future as a result of employee service to date. The measure is intended to help users assess the funding status of the system on a going -concern basis, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among employers. The measure is the actuarial present value of credited projected benefits and is independent of the funding method used to determine contributions to the system. The pension benefit obligation was computed as part of an actuarial valuation performed as of June 30, 1989, but reflects all plan amendments adopted through June 30, 1990. Significant actuarial assumptions used in the valuation include (1) a rate of return on the investment of present and future assets of 8.5% a year compounded annually, (2) projected salary increases of 5% a year compounded annually, attributable to inflation, (3) additional projected salary increases of 2% a year, attributable to seniority/merit, and (4) no postretirement benefit increases. The total assets in excess of pension benefit obligation applicable to the employees was $603,303 at June 30, 1989 as follows: Pension Benefit Obligation: Retirees and beneficiaries currently receiving benefits and terminated employees not yet receiving benefits $ 436,506 Current employees: Accumulated employee contributions including allocated investment earnings 2,136,291 Employer -financed vested 1,531,122 Employer -financed nonvested 505.978 29 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 9: Pension Plan Obligation (Continued) Total Pension Benefit Obligation 4,609,897 Net assets available for benefits at cost (Market Value = $6,109,870) 5,213,200 Assets in Excess of Pension Benefit Obligation $ 603,3Q,a d. Contributions Required and Contributions Made PERS uses the Entry Age Normal Actuarial Cost Method which is a projected benefit cost method. That Is, it takes into account those benefits that are expected to be earned in the future as well as those already accrued. According to this cost method, the normal cost for an employee is the level amount which would fund the projected benefit it it were paid annually from date of employment until retirement. PERS uses a modification of the Entry Age Cost Method in which the employer's total normal cost is expressed as a level percentage of payroll. PERS also uses the level percentage of payroll method to amortize any unfunded actuarial liabilities. The amortization period of the unfunded actuarial liability ends in the year 2000. The significant actuarial assumptions used to compute the actuarially determined contribution requirement are the same as those used to compute the pension benefit obligation, as previously described. The contribution to the system for the year ended June 30, 1990 of $1,189,088 was made in accordance with actuarially determined requirements computed through an actuarial valuation performed as of June 30, 1989. The contribution consisted of $1,189,088 normal cost (13.96% of current covered payroll). During the year, the City contributed $596,077 (7% of current covered payroll) on behalf of member employees. e. Trend Information Trend information gives an indication of the progress made in accumulating sufficient assets to pay benefits when due. Systemwide ten-year trend information is not yet available. Three-year trend information for the City follows: 30 EN NO NM I NM I N I a a a- EN NE r I a NE I a I MN MI NM N e NMI = MI N MI I all M INIII City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 9: Pension Plan Obligation (Continued) Net assets available for benefits Pension benefit obligation Net assets available for benefits expressed as a percentage of the pension benefit obligation Assets in excess of pension benefit obligation Annual covered payroll Assets in excess of pension benefit obligation, expressed as a percentage of annual covered payroll 25.5 % 1986-87 $ 3,629,308 2,636,057 137.7 % 993,251 3,892,067 Employer contributions. These contributions were made in accordance with actuarially determined requirements 308,950 Annual covered payroll 3,892,067 Employer contributions expressed as a percentage of annual covered payroll 7.9 % For the fiscal year 1989-90, the net assets available for benefits expressed as a percentage of and the unfunded (assets In excess of) pension benefit obligation, expressed as a percentage not presented as the pension benefit obligation for the current year was not computed. 31 1987-88 1988-89 $ 4,289,840 $ 5,213,200 3,455,000 4,609,897 124.2 % 834,840 5,318,015 113.1 % 603,303 7,037,782 15.7 % 8.6 % 3,191 476,976 5,318,015 7,037,782 .1 % 6.8 % the pension benefit obligation of annual covered payroll are City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 10: Deferred Revenue Deferred revenue as of June 30, 1990 consists of the following: General Fund - interest accrued on advances to Rancho Cucamonga Redevelopment Agency which is measurable but not available $ 2,062,166 Special Revenue Funds - development fees collected in advance from various developers for future improvement projects. They are reported as follows: Beautification $ 34,970 Systems Development 519,865 Drainage Facilities 1,908 556.743 Total $ 2 618.909 Note 11: Long -Term Debt a. A description of individual components of long-term debt outstanding as of June 30, 1990 follows: Certificates of Participation: 1. $6,390,000 Certificates of Participation, Califomia Cities Financing Corporation, 1988 Series B - On October 4, 1988, the California Cities Financing Corporation issued $6,390,000 in Certificates of Participation with an average interest rate of 6.56% to assist the City in tax-exempt financing for its Central Park project. The City applied the net proceeds of the Certificates to the repayment of an outstanding note with Lewis Construction Co., Inc. The City has covenanted in its lease agreement with the Corporation to budget for, appropriate and make the lease payments to the Corporation each year during which it has use and possession of the Park. The Corporation has assigned lease payments to the Trustee. The Trustee may hold the City liable for all lease payments on an annual basis should the City default on its obligation to make lease payments. 2. $2,875,000 Certificates of Participation, Rancho Cucamonga Public Improvement Corporation - On December 29, 1988, the Rancho Cucamonga Public Improvement Corporation issued $2,875,000 in Certificates of Participation with an average interest rate of 7.03% to render financial assistance to the City by financing, acquiring, constructing, improving and leasing public improvements for its Northeast Community Park Project. With the proceeds of the Certificates, the City will acquire approximately 38 acres of land which the City intends to develop as the Community Park. The City has covenanted in its lease agreement with the Corporation to budget for, appropriate and make the lease payments to the Corporation each year during which it has use and possession of the Park. The Corporation has assigned lease payments to the Trustee. The 32 E M IS MO - MI = M I = IIIMI M N MINI a a a a a a a a a a a a MEI a a a Na a City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 11: Long -Term Debt (Continued) Trustee may hold the City liable for all lease payments on an annual basis should the City default on its obligation to make lease payments. The Corporation is treated as a component unit of the reporting entity and is reported as a debt service fund. Tax Allocation Bonds 1. Rancho Cucamonga Redevelopment Agency, Rancho Redevelopment Project, 1990 Tax Allocation Bonds, 5107,780,000. - These bonds are dated March 1, 1990 and were issued to provide for the advance refunding of $32,345,000 Rancho Cucamonga Redevelopment Agency, Rancho Redevelopment Project Tax Allocation Bonds, 1986 Series A, advance refunding of 59,300,000 Rancho Cucamonga Redevelopment Agency, Rancho Redevelopment Project Refunding Tax Allocation Bonds, 1987 Series A, and the advance refunding of $9,500,000 City of Rancho Cucamonga Certificates of Participation (Fire Facilities Project). Interest is payable semiannually on March 1 and September 1 of each year commencing September 1, 1990. The bonds mature on the dates in amounts and bear interest as follows: Maturity Maturity Date Principal Interest Date Principal Interest September 1 Amount Ram September 1 Amount Ram 1994 $ 1,855,000 6.100 % 2001 $ 1,865,000 6.800 % 1995 1,965,000 6.200 2002 1,990,000 6.850 1996 2,090,000 6.300 2003 2,130,000 6.900 1997 2,220,000 6.400 2004 2,275,000 6.950 1998 2,360,000 6,550 2005 2,435,000 7.000 1999 2,520,000 6.650 2006 3,230,000 7.050 2000 2,685,000 6.750 2019 53,990,000 7.125 2020 24,170,000 6.750 The Bonds maturing on or before September 1, 1999, are not subject to call and redemption prior to their stated maturities. Bonds maturing on or after September 1, 2000, are subject, at the option of the Agency, to redemption, in whole or in part, prior to their stated maturities on any date, commencing September 1, 1999. The bonds maturing September 1, 2019 and September 1, 2020 are subject to mandatory redemption in part from sinking account installments on September 1, 2007, and on each September 1 thereafter up to and including September 1, 2020. 33 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 11: Long -Term Debt (Continued) Pledged revenue for this issue is described below. Pledaed Revenues: 1990 Issues The Revenues, except as provided below, are pledged in their entirety to the payment of principal of, and interest on and redemption premium, if any, on the bonds listed above and are referred to in the applicable series resolutions, as 'Pledged Tax Revenues'. Pledged Tax Revenues do not include that portion of Tax Revenues derived from the Project Area which are required by Section 33334.2 of the Redevelopment Law to be set aside by the Agency in a separate low and moderate income housing fund and be used for the purpose of increasing and improving the community's supply of low and moderate income housing. Pledged Tax Revenues also do not include that portion of Tax Revenues derived from the Project Area which are required to be used by the Agency in accordance with the provisions of certain agreements entered into by the Agency. The Agency has entered into cooperative agreements with taxing agencies affected by the Redevelopment Project. Such agreements have been entered into with (i) the Chino Basin Municipal Water District, (ii) the County of San Bernardino on behalf of the County Free Library and the San Bemardino County Flood Control District, (iii) the Cucamonga County Water District, (iv) the Foothill Fire Protection District and (v) various school districts located within the project area. Under the terms of these agreements, the Agency has agreed that certain Tax Revenues attributable to those areas and which are allocated to the Agency pursuant to Section 33670(b), shall be pledged by the Agency to make certain cash payments or in lieu of contributions to each affected taxing agency. Such payments are to be made from Tax Revenues allocated to the Agency. Pledged Tax Revenues also do not include interest income on the various funds and accounts created by the series resolutions. Any such investment income is available to the Agency to meet debt service payments on the bonds but is not specifically pledged therefor. In addition to providing for the pass-through of Tax Revenue to the County Free Library and the San Bernardino County Flood Control District, the agreement between the Agency and the County of San Bernardino also provides that Tax Revenues which would have been allocated to the County had not the Redevelopment Plan been adopted will be fully allocated to the Agency until fiscal year 1998-1999. The agreement, however, further provides that the Agency must use such Tax Revenues for the development of certain regional facilities, as agreed to between the County and the Agency. The Agency anticipates satisfying this regional facilities requirement with certain previously received bond proceeds. Advances to/from Redevelopment Aaencv: 1. During the current and prior fiscal years, the City of Rancho Cucamonga has loaned the Rancho Cucamonga Redevelopment Agency funds for use in financing various projects. The loans which amount to $6,495,455 as of June 30, 1990 bear interest 34 a OM _ NM N N N - _ - - IMO N M, - _ M IS=-- = M N 1 M M MIN I M IN NMI I OM M MN City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 11: Long -Term Debt (Continued) at rates of 6.5-7.3% per annum and are payable as funds become available to the Agency. As of June 30, a total of $2,062,166 matured interest due on these loans has been added to principal. 2. On September 16, 1987, the Rancho Cucamonga Redevelopment Agency loaned the City $4,290,000 for use in financing various public safety and parking structures and offsite improvements. This loan was made to the Capital Reserve Fund and it is interest free. This loan is payable in 20 equal annual installment payments due on the last day of each fiscal year commencing with the first fiscal year during which the facility is fully occupied. As this loan was made to a City Capital Project fund while the loans from the City to the Agency are carried by the General Fund, Special Revenue and Agency funds, the accounting for these transactions has recorded each individually rather than offsetting this loan against amounts advanced from the City. Caoital Lease Obliaation The City entered into equipment lease purchase agreements with various vendors. The following is of future minimum lease payments as of June 30, 1990. Fiscal Year 1990-91 1991-92 1992-93 1993-94 1994-95 Total Minimum Lease Payments Less: Amount Representing Interest Present Value of Net Minimum Lease Payments b. Defeasance of Bonds On March 1, 1990, the Rancho Cucamonga Redevelopment Agency issued $107,780,000 in interest rate of 6.9 percent. A portion of the proceeds was used to advance refund Allocation Series A Bonds, $9,100,000 of outstanding 1987 Refunding Tax Allocation outstanding Certificates of Participation. The 1986 Tax Allocation Bonds had an average 35 Internal Service Fund $ 27,499 27,499 27,499 27,499 27,497 137,493 (25,807) $ 111.6$§ a schedule by years Long -Term Debt Account Grouo $ 197,027 178,238 156,936 59,628 27.499 619,328 (83,230) $ 536.098 Tax Allocation Bonds with an average $31,215,000 of outstanding 1986 Tax Bonds Series A, and $9,400,000 of interest rate of 7.5 percent, the 1987 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 11: Long -Term Debt (Continued) Refunding Tax Allocation Bonds had an average interest rate of 7.3 percent, and the Certificates of Participation had an average interest rate of 7.4 percent. The net proceeds amount to $105,174,544 (after payment of $3,164,714 bond discount plus a receipt of $559,258 accrued interest). The net proceeds of $105,174,544 plus an additional $51,679,767 of 1986 and 1987 Tax Allocation Bonds funds monies, less $30,703,083 of bonds proceeds to be used for redevelopment capital projects, were used to purchase U.S. Government Securities. Those securities were deposited in an irrevocable trust with an escrow agent to provide for all future debt service payments on the 1986 and 1987 Tax Allocation Bonds and Certificates of Participation. As a result, the 1986 and 1987 Tax Allocation Bonds and the Certificates of Participation are considered defeased in substance and the liability for these bonds and certificates has been removed from the General Long -Term Debt Account Group. The advance refunding resulted in an increase of total debt service payment over the next 30 years by $2,353,261 and created an economic gain (the difference between the present values of the debt service payments on the old and new debt) of $7,138,700. In prior years, the Agency defeased 1984 Series A tax allocation bonds by placing the proceeds of new bonds in an irrevocable trust to provide for all future debt service payments on the old bonds. Accordingly, the trust account assets and the liability for the defeased bonds are not included in the Agency's financial statements. On June 30, 1990, $57,120,000 of bonds outstanding are considered defeased. c. The following is a schedule of changes in long-term debt of the City for the fiscal year ended June 30, 1990: Outstanding Adjustments Defeased Outstanding July 1. 1989 (Note 15b) (Note 11 b) Additions Deductions June 30, 1990 Certificates of Participation: Central Park Acquisition $ 6,390,000 $ $ - $ $ 905,000 $ 5,485,000 Fire Facility 9,400,000 - 9,400,000 Public Improvement Corporation 2,875,000 215.000 2,660,000 Total Certificates of Participation $ 18,665,000 $ - $ 9,400,000 $ $ 1,120,000 $ 8.145.000 Tax Allocation Bonds: 1986, Series A $ 31,215,000 $ - $ 31,215,000 $ $ $ 1987, Series A 9,100,000 - 9,100,000 1990, Series A 107.780.000 107.780.000 36 NM NM ,O MN NM MN NM l— MN NM _. MI On —, _ r1.11 1_ MN= r N MN r NM N 1 S M N I- SI MN City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 11: Long -Term Debt (Continued) Outstanding Adjustments Defeased Outstanding July 1. 1989 (Note 15b1 (Note 11 b) Additions Deductions June 30. 1990 Total Tax Allocation Bonds $ 40,365,000 $ $ 40.315,000 $ 107.780.000 $ $ 107,780,000 Advances from Other Funds: City of Rancho Cucamonga 6,495,455 6,222,640 6,222,640 6,495,455 Matured unpaid interest added to principal 1,527,421 534,745 2,062,166 Rancho Cucamonga Re- development Agency 4.290,000 - 4,290,000 Total Advances from Other Funds $ 12,312,876 $ - $ - $ 6,757,385 $ 6,222,640 $ 12,847,621 Obligations Under Capital Leases $ 438,291 $ $ $ 248,619 $ 150,812 $ 536,098 Accrued Employee Benefits $ 1,259,239 $ (286,758) $ $ 45.679 $ 200,099 $ 818.061 Total $ 72.990.406 $ W86.758) $ 49.715.000 $ 114.831.683 $ 7.693.551 $ 130.126.780 d. The following schedule illustrates the debt service requirements to maturity for certificates of participation and loans outstanding as of June 30, 1990: 37 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 11: Long -Term Debt (Continued) Certificates Tax Advances of Allocation From Other Fiscal Year Participation Bonds Funds Total 1990-91 $ 1,690,135 $ 7,456,778 $ 13,746,954 $ 22,893,867 1991-92 1,693,433 7,456,778 9,150,211 1992-93 1,689,625 7,456,778 9,146,403 1993-94 1,687,577 7,456,778 9,144,355 1994-95 1,687,035 9,255,200 10,942,235 Later years 1,590.745 227,762,231 229.352.976 Total Debt Service 10,038,550 266,844,543 13,746,954 290,630,047 Less Interest 1,893,550 159.064.543 899.333 161,857.426 Total Principal $ 8.145.000 $ 107.780.000 $ 12.847.621 $ 128.772.621 Loans outstanding do not have fixed amortizations. As funds will be repaid when available, amounts above represent the loan balance as of June 30, 1990. Note 12: Other Special Obligations The following issues of Residential Mortgage Revenue Bonds, Certificates of Participation and Special Assessment Bonds are not reflected in the Long -Term Debt Account Group because these are special obligations payable solely from and secured by specific revenue sources described in the resolutions and official statements of the respective issues. Neither the faith and credit nor the taxing power of the City, the Redevelopment Agency, the State of California or any political subdivision thereof, is pledged for the payment of these bonds: Original Amount City of Rancho Cucamonga Home Mortgage Revenue Bonds: 1984 Series A $ 27,825,000 1985 Series A 53,725,000 Rancho Cucamonga-Palmdale-Porterville-Colton Housing Finance Agency, Single Family Mortgage Revenue Bonds, Series 1986 17,505,000 38 In I MN OM = NM IIIIII M I r I I NM M — r S NM a a I_ a_ M W In a a a a MINI City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 12: Other Special Obligations (Continued) Note 13: City of Rancho Cucamonga: Improvement Bonds, Improvement District 85 -PD Improvement Bonds, Assessment District No, 82-1 R Community Facilities District No. 84-1, Special Tax Bonds, Series A Improvement Bonds, Assessment District 84-2 Improvement Bonds, Assessment District 86-2 Rancho Cucamonga Redevelopment Agency: Residential Mortgage Revenue Bonds, 1983 Series A Residential Mortgage Revenue Bonds, 1984 Series A Covina -Rancho Cucamonga -Calexico -Downey Housing Finance Agency, Residential Mortgage Revenue Bonds Certificate of Participation - Kanter and Foothill Property Total Interfund Receivables and Payables The individual fund interfund receivable and payable balances at June 30, 1990 are as follows: General Fund Special Revenue Funds: Gas Tax SR 325 Beautification Systems Development Park Bond Act Pedestrian Grant Federal Aid Urban 39 Interfund Receivables $ 2,078,670 719 58,637 102,455 6,085 159,062 Original Amount 7,334,776 5,961,249 18,000,000 1,716,794 2,059,352 36,200,000 21,375,000 22,074,000 3,100,000 $ ?„15.$76,171 Interfund Payables $ 388,264 297,761 407,135 78,926 250,629 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 13: Interfund Receivables and Payables (Continued) Inter!und Intar!und Receivables Payables Community Development Block Grant 132,647 Assessment Administration 37,090 Fire District 21,751 Debt Service Funds: Redevelopment Agency Capital Projects Funds: Assessment District 85 -PD Redevelopment Agency Agency Funds: Assessment District 84-1 Assessment District 86-2 Assessment District 85 -PD Total Note 14: Fund Equity a. Reservation of Fund Balance 664,167 1,034,078 1,199 1,833,719 3,188,878 851,748 49,016 34,080 $ 5.838^358 $ 5.838.358 The City has established certain fund balance reserve accounts to report the amounts in the following funds which represent amounts restricted for a specified purpose or fund balances which are not available for appropriation in future periods. Reserved for Advances to Other Funds: GeneralFund $ 3.035.000 Special Revenue Funds: SB 325 225,000 System Development 65,000 Drainage Facilities 950,455 Federal Aid Urban 120.000 Total Special Revenue Funds 1,360,455 40 MN la MO En MN N NM M I r M IS I_- I r M N a a a M a MN a a NM OM MIN I MINI N INN S E UM Cary of Rancho Cucamonga Notes to Financial Statements (Continued) Note 14: Fund Equity (Continued) Capital Projects Funds: Capital Reserve Assessment District: 84-1 !Redevelopment Agency 100,000 4,290,000 Total Capital Projects Funds 4,390,000 Total Reserve for Advances to Other Funds $ 8 785.455 Reserved for Encumbrances' General Fund $ 1 199143 Special Revenue Funds: Gas Tax SB 325 Recreation Park Development Beautification Lighting Districts Landscape Maintenance Districts System Development Park Bond Act Drainage Facilities Federal Aid Urban Community Development Block Grant Assessment Administration Total Special Revenue Funds Capital Projects Funds: Capital Reserve Assessment District: 82-1R 41 218,593 603,389 3,914 2,510,291 215,750 3,618 144,918 2,164, 765 810 1,134,607 148,165 179,041 108,406 7,436,267 1,021,003 26,920 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 14: Fund Equity (Continued) 84-1 2,065,381 84-2 6,426 86-2 9,561 85 -PD 109,200 89-1 52,482 Redevelopment Agency 2.720,575 Total Capital Projects Funds 6,011.548 Total Reserve for Encumbrances $ 14.646.958 Reserved for Land Acquisition: Special Revenue Funds: Fire District $ 358,986 Total Capital Projects Funds $ 358.986 Total Reserved $ 23.791.399 1. Reserve for Advances to Redevelopment Agency This reserve is used to indicate that the long-term portion of Advances to Redevelopment Agency do not represent available, spendable resources even though they are a component of total assets. 2. Reserve for Encumbrances Amounts reserved for encumbrances are commitments for materials and services or purchase orders and contracts which are unperformed. 3. Reserve for Land Acquisition This reserve represents amounts specified by the Fire District for future fire station land acquisition. 42 Mi in me r a in a a ma am no so EN— unt, a at a ism NM N OM NMI OM M O_ a a a a— M Ma MI I NM MI City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 14: Fund Equity (Continued) b. Unreserved • Designations The City has established certain designations to indicate tentative managerial plans or intent. Designated for Self Insurance General Fund 583,423 Designated for changes in economic circumstances General Fund $ 802,251 Capital Projects Funds: Capital Reserve Fund 897,749 1,700,000 Designated for Tree Replacement Special Revenue Funds: Landscape Maintenance District Designated for Pass Through Agreements Capital Projects Funds: Redevelopment Agency Designated for Debt Service Debt Service Funds: Central Park Acquisition Fire District Central Park Acquisition Public Improvement Corporation Total Debt Service Funds Total 43 $ 657,698 715 39,917,023 289,655 45,825 5,953,657 40,865,091 $ 49.147.996 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 15: Restatements and Adjustments a. Restatements 1. General Fund Fund balance as of June 30, 1989 has been reduced by $403,546 as the result of a Gas Tax Audit which disallowed expenditures for fiscal years 1986-87 and 1987-88 which were originally charged in the Gas Tax Fund. Beginning fund balance has been reduced by $8,326 to charge expenditures to this fund which were originally charged to the SB 325 Fund in prior years. Beginning fund balance has been reduced by $5,268 to charge expenditures exceeding the grant award amount which were recorded in the Pedestrian Grants Fund in prior years to the General Fund. Beginning fund balance has been reduced by $22,539 to charge the City's matching share of FAU expenditures which were recorded in the Federal Aid Urban Fund in prior years to the General Fund. Beginning fund balance has been increased by $251,727 to reduce the current portion of accrued employee benefits payable which had been overaccrued in prior years. Total General Fund Restatements 2. Special Revenue Funds Gas Tax Fund $ (187.952) Beginning fund balance has been increased by $407,008 as the result of a Gas Tax Audit which disallowed expenditures charged to this fund in fiscal years 1986-87 and 1987-88. SB 325 Fund Beginning fund balance has been increased by $35,000 as the result of a county audit which disallowed a transfer made from this fund to the Pedestrian Grants Fund in fiscal year 1987-88. Beginning fund balance has been increased by $8,326 to reduce expenditures charged to this fund in prior years which should have been charged to the General Fund. 44 M N 1 M I MI MI I S M E I M r MI NM City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 15: Restatements and Adjustments (Continued) Systems Development Fund Beginning fund balance has been increased by $30,331 to reduce FAU expenditures recorded in this fund in prior years which should have been recorded in the Federal Aid Urban Fund. Federal Aid Urban Fund Beginning fund balance has been reduced by $30,331 to charge FAU expenditures to this fund which were charged to the Systems Development Fund in prior years. Beginning fund balance has been increased by $30,331 to record the revenue and grants receivable eamed by the expenditures from the above stated adjustment. The net affect on this fund's beginning fund balance is zero. Pedestrian Grants Fund Beginning fund balance has been decreased by $35,000 as the result of a county audit which disallowed a transfer made to this fund from the SB 325 Fund in fiscal year 1987-88. Beginning fund balance has been Increased by $5,268 to remove expenditures exceeding the grant award amount recorded in this lund in prior years, which should have been recorded in the General Fund, Beginning fund balance has been increased by $33,090 to record revenue and grants receivable pertaining to fiscal year 1988-89 which was not accrued. Total Special Revenue Fund Restatements $ 434.023 Total Fund Balance Restatements $ 296,071 b. Adjustments Lona -Term Debt Account Group The beginning balance of accrued employee benefits has been reduced by $286,758 to reduce the long-term portion of accrued employee benefits which had been overaccrued in prior years. 45 City of Rancho Cucamonga Notes to Financial Statements (Continued) IV. OTHER DISCLOSURES Note 16: Summary Disclosure of Self -Insurance Contingencies The City is self-insured for the first $100,000 on each general liability claim against the City. The insurance coverage in excess of the self-insured amount is provided by California Municipal Insurance Authority (CMIA) up to a limit of $5,000,000. Effective June 1, 1986, the City became a member of the California Municipal Insurance Authority, a joint powers authority of 22 California cities, for the purpose of pooling the City's risk for general liability losses with those of other member cities. The City's share in the pool was approximately 12% as of June 30, 1989. The City's share in the pool as of June 30, 1990 was not available at the date of this report. The Governing Board of CMIA is comprised of directors nominated and selected by each member city. Each governing board member has one vote regarding all financial and management issues coming before the board. Summarized financial information of the CMIA for the fiscal year ended June 30, 1990 is as follows: Unaudited Revenues $ 2,787,901 Expenses 2,202,754 Excess of Revenue Over Expenses Before Retrospective Premium Adjustment 585,147 Retrospective Premium Adjustment (477,995) Net Increase in Fund Balance $ 107,152 Total Assets $ 4.711.445 Total Liabilities $ 4,508,826 Total Fund Balance 202,619 Total Liabilities and Fund Balance $ 4.711.445 The CMIA has obtained an excess liability insurance policy of $4,000,000 in excess of $1,000,000 self-insurance retention. 46 all EN SS EN N IS NS I__- -- N IS ■■I MI MI -J INN 11111 INN — MI B M I Me N I— N MN V I SS N 111111 City of Rancho Cucamonga Notes to Financial Statements (Continued) Note 16: Summary Disclosure of Self -Insurance Contingencies (Continued) The City is involved in litigation arising in the normal course of business Although the legal responsibility and financial impact with respect to such litigation cannot be presently ascertained, based on information from the service agent and others involved with the administration of the programs, the City believes that the self-insurance designation of $583,423 is adequate to cover such losses. This designation exceeds the CMIA requirement of three times the City's self-insured retention. Note 17: Deferred Compensation Plan The City offers its employees a deferred compensation plan created in accordance with Internal Revenue Code Section 457. The plan, available to all employees, permits them to defer a portion of their salary until future years. The deferred compensation is not available to employees until termination, retirement, death, or unforeseeable emergency. All amounts of compensation deferred under the plan, all property and rights purchased with those amounts, and all income attributable to those amounts, property, or rights are (until paid or made available to the employee or other beneficiary) solely the property and rights of the City (without being restricted to the provisions of the benefits under the plan), subject only to the claims of the City's general creditors. Participants' rights under the plan are equal to those of general creditors of the City in an amount equal to the fair market value of the deferred account for each participant. It is the opinion of legal counsel that the City has no liability for losses under the plan but does have the duty of due care that would be required of an ordinary prudent investor. As of June 30, 1990 the following balances of assets and liabilities were present: Total Assets Liability to Plan Participants 47 Cost Value $ 1.436.730 $ 1.436 730 Market Value $ 1.436.730 $ 1.436134 1 This page intentionally left blank. GENERAL FUND The General Fund is used to account for all of the general revenues of the City not specifically levied or collected for some special purpose, and for the expenditures related to the rendering of general services by the City. The General Fund is established to account for all financial resources except those required to be accounted for in another fund. Mind Zd}1aNa0 This page intentionally left blank. 11111 NI I- -- r r OM MI r MI MI MI MI la NM IS CITY OF RANCHO CUCAMONGA Schedule 1 BALANCE SHEET GENERAL FUND JUNE 30, 1990 June 30, 1990 1999 ASSETS Cash and investments $ 1,448,518 $ 6,021,315 Receivables (net of allowance for uncollectibles): Taxes 386,751 465,671 Accounts 383,494 201,423 Interest 84,208 165,075 Due from other funds 2,078,670 1,715,146 Advances to other funds 5,097,166 4,562,421 Tatal Assets LIABILITIES AND FUND BALANCES $ 9,478,807 $ 13,131,051 Liabilities: Accounts payable $ 768,051 $ 170,991 Accrued payroll payable 317,442 280,070 Accrued employee benefits payable - current 323,067 514,393 Due to other funds 388,264 409,874 Deferred revenue 2,062,166 1,527,421 Total Liabilities 3,858,990 2,902,749 Fund Balances: Reserves: Reserved for encumbrances 1,199,143 746,954 Reserved for advances to other funds 3,035,000 3,035,000 Unreserved: Designated for self -Insurance 583,423 583,423 Designated for employee benefits 296,634 Designated for changes In economic circumstances 802,251 1,069,709 Undesignated 4,496,582 Total Fund Balances 5,619,817 10,228,302 Total Liabilities and Fund Balances $ 9,478,807 $ 13,131,051 CITY OF RANCHO CUCAMONGA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES GENERAL FUND FOR THE FISCAL YEAR ENDED JUNE 30,1990 Revenues: Taxes Licenses and permits Fines and forfeits Use of money and property Intergovernmental Charges for services Other Total Revenues Expenditures: Current: General govemment Public safety Engineering and public works Community development Community services Debt service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfers out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses Fund Balances: Beginning of Fiscal Year • as previously reported Restatement Beginning of Fiscal Year - as restated Excess of Revenues and Other Sources over (under) Expenditures and Other Uses End of Fiscal Year 49 Year Ended 1990 $ 9,504,860 1,996,471 308,389 110,830 3,969,714 2,422,325 468,099 18,780,688 Schedule 2 June 30, 1989 $ 8,167,364 2,902943 264,831 459,603 3,600,119 3,581,861 2,209,548 21,186,269 6,957,792 5,186,886 6,933,276 6,117,980 6,318,573 5,837,105 3,107,185 2,755,691 936,553 825,921 150,813 122,704 35,818 19,918 24,440,010 20,866,205 (5,659,322) 320,064 989,886 1,355,543 - (491,169) 248,903 305,320 1,238,789 1,169,694 $ (4,420,533) $ 1,489,758 $10,228,302 $ 8,738,544 Q87,952) 10,040,350 (4,420,533) 1,489,758 $ 5,619,817 $10,228,302 r- .. .. r ■. r r MU MN MI MI S r r r IS M r 111111 NI ME- ME N SI SE EN MN I- _ 1 EN E- - IS I CITY OF RANCHO CUCAMONGA SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL (BUDGETARY BASIS) GENERAL FUND FOR THE FISCAL YEAR ENDED JUNE 30,1990 Revenues: Property taxes Other taxes: Property transfer tax Transient occupancy tax Sales and use taxes Admission tax Franchise taxes Total Taxes Licenses and permits: Building permits Business licenses Other permits Total Licenses and Permits Fines, forfeits and penalties: Court fines Total Fines and Forfeits Use of money and property: Interest Income Rent Total Use of Money and Property Intergovernmental: Cigarette tax Motor vehicle in lieu Trailer coach Homeowners exemption and other subvention Off-highway motor vehicle Cost reimbursements Total Intergovernmental 50 Year Ended June 30, 1990 Budget Actual $ 2,120,920 $ 2,114,650 450,000 529,282 2,500 4,658 4,765,000 4,990,040 18,000 22,766 1,625,460 1,843,464 8,981,880 9,504,860 1,370,000 1,161,546 900,000 814,763 13,200 20,162 2,283,200 1,996,471 269,770 308,389 269,770 308,389 790,589 110,830 100 - 790,689 110,830 185,000 168,036 3,900,000 3,737,175 6,500 39,009 7,600 23,710 2,000 1,784 $ 4,101,100 $ 3,969,714 Schedule 3 1989 Varlance- Favorable (Unfavorable) Actual $ (6,270) $ 1,545,273 79,282 2,158 225,040 4,766 218,004 528,921 2,515 4,395,299 183,461 1,511,895 522,980 8,167,364 (208,454) (85,237) 6,962 (286,729) 2,902,943 2,059,121 826,627 17,195 38,619 38,619 (679,759) (100) (679,859) 264,831 264,831 459,565 38 459,603 (16,964) 171,401 (162,825) 3,304,520 32,509 14,114 16,110 4,703 (216) 1,611 103,770 $ (131,386) $ 3,600,119 CITY OF RANCHO CUCAMONGA SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL (BUDGETARY BASIS) GENERAL FUND FOR THE FISCAL YEAR ENDED JUNE 30,1990 Charges for services: Plan check fees Planning fees Engineering fees Sale of materials Other charges for services Total Charges for Services Other: Cost reimbursements Sale of surplus properties Miscellaneous revenue Total Other Total Revenue Expenditures: General govemmem: City council City manager City clerk Personnel overhead General overhead Treasurer Administrative services Finance Business licenses Personnel Purchasing Risk management Assessments and management information systems City facilities Total General Government 51 Budget $ 834,650 260,000 2,400,000 60,000 250 3,554,900 1,053,539 35,700 1,089,239 $21,070,778 $ 42,390 385,645 314,702 2,861,552 1,164,388 1,012 144,980 470,435 110,626 232,615 146,915 75,296 1,486,997 $ 7,437,553 Schedule 3 (Continued) Year Ended June 30, 1990 1989 Variance - Favorable Actual (Unfavorable) Actual $ 729,905 182,314 1,448,925 61,061 120 $ (104,745) $ 982,384 (77,686) 171,883 (951,075) 2,368,794 1,061 58,350 (130) 450 2,422,325 (1,132,575) 3,581,861 461,615 (591,924) 2,164,299 8,805 6,484 (29,216) 36,444 468,099 (621,140) 2,209,548 $18,780,688 $(2,290,090) $ 21,186,269 $ 55,304 365,262 195,121 2,629,427 1,401,291 920 141,718 411,623 112,562 197,594 153,856 56,197 5,361 1,458,662 $ (12,914) 20,383 119,581 232,125 (236,903) 92 3,262 58,812 (1,936) 35,021 (6,941) 19,099 (5,361) 28,335 $ 7,184,898 $ 252,655 $ 35,625 347,090 161,076 1,785,912 1,292,983 667 159,783 303,791 95,435 132,395 94,034 48,614 862,154 $ 5,319,559 EN NMI NO IMO NS NM IIIIII IIIIII NIS INNI 1011 11111 SIM NM 11•1 M le I_-_ M I N I- I I_ N NE E NE NE CITY OF RANCHO CUCAMONGA SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL (BUDGETARY BASIS) GENERAL FUND FOR THE FISCAL YEAR ENDED JUNE 30, 1990 Public safety Sheriff contract services Emergency preparedness Total Public Safety Engineering and public works: Engineering administration Development management Traffic management Project management Construction management Street and park maintenance Street lighting Total Engineering and Public Works Community development: Planning commission Administration Planning Historical preservation commission Environmental management commission Building and safety Total Community Development Community services: Community services Park and recreation commission Total Community Services Debt service: Principal Interest and fiscal charges Total Debt Service Total Expenditures Excess of Revenues over (under) Expenditures 52 Year Ended June 30, 1990 Budget Actual $ 6,675 229 $ 6,826,979 247,633 226,513 6,922,862 7,053,492 488,728 649,374 1,238,746 1,175,864 284,111 226,101 48,685 38,145 462,307 399,225 4,645,088 4,151,564 425,000 447,683 7,592,665 7,087,956 17,950 12,965 126,252 100,282 1,950,161 1,555,166 3,874 3,065 800 110 1,605,971 1,512,959 3,705,008 3,184,547 962,593 939,888 3,615 1,741 966,208 941 629 $26,624,296 $ (5,553,518) 150,813 35,818 186,631 525,639,153 IDI $ (6,858,465) Schedule 3 (Continued) 1989 Variance - Favorable (Unfavorable) Actual $ (151,750) $ 5,979,046 21,120 206,551 (130,630) 6,185,597 (160,646) 452,730 62,882 948,761 58,010 192,429 10,540 93,518 63,082 425,298 493,524 3,787,216 (22,683) 417,388 504,709 6,317,340 4,985 15,493 25,970 253,553 394,995 1,241,567 809 1,680 690 - 93,012 1,297,600 520,461 2,809,893 22,705 837,113 1,874 1,035 24,579 838,148 (150,813) 122 704 (35,818) 19,918 (186,631) 142,622 $ 985,143 $ 21,613,159 $ (1,304,947) $ (426,890) CITY OF RANCHO CUCAMONGA SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES 1N FUND BALANCES - BUDGET AND ACTUAL (BUDGETARY BASIS) GENERAL FUND FOR THE FISCAL YEAR ENDED JUNE 30, 1990 Other Financing Sources (Uses): Operating transfer In Operating transfer out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgelray Basis) Adjustments: To adjust for encumbrances Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GMP Basis) Fund Balances: Beginning of Fiscal Year - as previously reported Restatement Beginning of Year - as restated Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GMP Basis) End of Fiscal Year 53 Year Ended June 30, 1990 Schedule 3 (Continued) 1989 Varlance- Favorable Budget Actual (Unfavorable) Actual $ 985,775 $ 989,886 $ 4,111 $ 1,355,543 (491,169) 248,903P 248,903 305,320 985,775 1,238,769 253,014 1,169,694 (4,567,743) (5,619,676) (1,051,933) 742,804 1,199,143- 1,199,143 746,954 $ (4,567,743) $ (4,420,533) $ 147,210 $ 1,489,758 $10,228,302 $10,228,302 $ • $ 8,738,54-4 (187,952) (187,952) 10228,302 10,040,350 (187,952) (4,567,743) (4,420,533) 147,210 $ 5,660,559 $ 5,619,817 $ (40,7421 $ 10228,302 MS I I OM MB M— N M M SI N M M— N MI all r SPECIAL REVENUE FUNDS Special Revenue Funds are used to account for the proceeds of specific revenue derived from taxes and other earmarked revenue sources (other than special assessments, expendable trusts, or for major capital projects) that are legally restricted or by administrative action to expenditure for specified purposes. SUN[U 3nu3A fl rVID3dS This page intentionally left blank. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 II SPECIAL REVENUE FUNDS Gas Tax Fund Established to account for the revenue and disbursement of funds used for road construction and maintenance of the City network system. The City's share of state gasoline taxes provided the financing. SB325 Fund Established to account for the revenue and disbursement of funds received by extending the statewide sales tax of 1/4 of 1 cent to motor vehicle fuel under the Transportation Development Act. Recreation Fund Established to account for the wide variety of classes, special events, and activities sponsored by the Community Services Department. Park Development Fund Established to account for the residential park development fees charged subdividers upon issuance of a building permit for development of future park or recreational sites. Beautification Fund Established to account for fees collected to provide proper landscaping and irrigation systems after parkway and median improvements are made. SB300 Fund Established to account for the revenue and disbursement of state general funds monies for the reconstruction of existing roadways when the widening brings the road up to generally acceptable safety standards. Lighting Districts Fund Established to account for the costs associated with providing street lights. Financing is provided by special assessments levied against the benefitting property owners. Landscape Maintenance Fund Established to account for the costs associated with providing landscape maintenance. Financing is provided by special assessments levied against the benefitting property owners. Systems Development Fund Established to account for fees charged a subdivider for the construction and expansion of City streets and highways which provide additional capacity and safety. Park Bond Act 1980 and 1984 Funds Established to account for the revenue and disbursement of funds received from the State of California for construction of parks and recreational facilities. Drainage Facilities Fund Established to account for fees charged developers for purposes of defraying the actual or estimated costs of constructing planned drainage or sewer facilities that are in the subdivision. Pedestrian Grants Fund Established to account for the revenue and disbursement of funds received for the construction of facilities provided for the exclusive use of pedestrians and bicycles. Federal Aid Urban Fund Established to account for the revenue and disbursement of Federal funding for the construction of the City roadway system. Community Development Block Grant Fund Established to account for grants received from the Department of Housing and Urban Development. These revenues must be expended to accomplish one of the following objectives: elimination of slum or blight, or benefit to low and moderate income persons by providing loans and grants to owner -occupants and rental property owners to rehabilitate residential properties. Assessment Administration Fund Established to account for the revenue and disbursement of administration of assessment districts. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 I MN M i OM MI NM I = OM I MI N I NM I N I MS ASSETS Cash and investments Receivables (net of uncollectibles): Taxes Accounts Interest Grants Liens Due from other funds Deposits Advances to other funds Total Assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Accrued payroll payable Due to other funds Accrued employee benefits Deferred revenue Total Liabilities CITY OF RANCHO CUCAMONGA COMBINING BALANCE SHEET ALL SPECIAL REVENUE FUNDS JUNE 30,1990 Schedule 4 Landscape Park Lighting Maintenance Gas Tax SB 325 Recreation Development Beautification SB 300 Districts Districts $1,117,778 $1,497,263 $ 282,489 $ 4,131,339 $ $ 14,861 $507,880 $ 2,069,015 - 3,199 11,409 - - - - - 543 11,631 15,580 56,576 154 5,285 21,482 23,327 719 58,637 - - 635,000 225,000 2,000,000 $1,153,455 $1,796,480 $ 282,489 $ 6,822,915 $ - $ 15,015 $ 516,364 $ 2,102,449 $ 58,817 $ 40,345 $ 15,951 $ 321,229 $ 133,012 $ - $ 22,541 $ 68,791 8,290 3,514 5,711 - 4,025 297,761 34,970 67,107 43,859 21,662 321,229 469,768 22,541 68,791 Fund Balances: Reserved for encumbrances 218,593 603,389 3,914 2,510,291 215,750 3,618 144,918 Reserved for advances to other funds 225,000 - _ - Reserved for land acquisition - Unreserved: Designated for tree replacement _ 45,825 Undesignated 867,755 924,232 256,913 3,991,395 (685,518) 15,015 490,205 1,842,915 Total Fund Balances 1,086,348 1,752,621 260,827 6,501,686 (469,768) 15,015 493,823 2,033,658 Total Liabilities and Fund Balances $1,153,455 $1,796,480 $ 282,489 $ 6,822,915 $ - $ 15,015 $ 516,364 $ 2,102,449 54 ASSETS Cash end Investments Receivables (net of uncollectibles): Taxes Accounts Interest Grants Llens Due from other funds Deposits Advances to other funds Total Assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Accrued payroll payable Due to other funds Accrued employee benefits Deterred revenue Total Liabilities Fund Balances: Reserved for encumbrances Reserved for advances to other funds Reserved for land acquisition Unreserved: Designated for tree replacement Undesignated Total Fund Balances Total Liabilities and Fund Balances CITY OF RANCHO CUCAMONGA COMBINING BALANCE SHEET ALL SPECIAL REVENUE FUNDS JUNE 30, 1990 Systems Paris Bond evelopment Act $ 2,562,473 $ 26,665 24,743 102,455 65,000 Drainage Pedestrian Facilities Grants $ 818,077 4,210 407,135 72,841 $ 2,781,336 $ 407,135 950,455 6,085 $ 1,772,742 $ 78,926 $ 123,125 $ - $ 97,538 $ - 7,679 - 2,567 - 407,135 78,926 519,865 1,908 650,669 407,135 102,013 78,926 2,164,765 65,000 810 1,134,607 950,455 (99,098) (810) (414,333) 2,130,667 1,670,729 $ 2,781,336 $ 407,135 $ 1,772,742 $ 78,926 55 Federal Aid Urban $ 49,194 Community Development Block Grant Assessment Administration $ $ 230,189 240,597 184,554 159,062 120,000 $ 568,853 $ 184,554 $ 30,379 855 250,629 $ 51,907 132,647 281,863 184,554 148,165 179,041 120,000 18,825 (179,041) 286,990 $ 568,853 $ 184,554 2,395 $ 232,584 $ 11,515 20,949 37,090 69,554 108,406 54,624 163,030 $ 232,584 Schedule 4 (Continued) San Seva!ne Etiwanda Drainage $ 32,645 $ 32,645 32,645 32,645 $ 32,645 a a MN M r a MI a a NM r a I M, a a IS MN NE la an En a al _ - m - _ - - - - - NM E 11.1 CITY OF RANCHO CUCAMONGA Schedule 4 (Continued) ASSETS Cash and investments Receivables (net of uncollectibles): Taxes Accounts Interest Grants Liens Due from other funds Deposlts Advances to other funds Total Assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Accrued payroll payable Due to other funds Accrued employee benefits Deferred revenue Total Liabilities Fund Balances: Reserved for encumbrances Reserved for advances to other funds Reserved for land acquisition Unreserved: Designated for tree replacement Undesignated Total Fund Balances Total Liabilities and Fund Balances COMBINING BALANCE SHEET ALL SPECIAL REVENUE FUNDS JUNE 30,1990 Fire Measure I District 57,369 125,000 79,310 TOTALS June 30, 1990 1989 $ 2,886,115 $16,199,318 $19,756,257 $ 57,369 $ 3,090,425 $ - $ 118,550 82,295 21,751 338,162 14,608 - 182,912 276,522 223,288 127,769 905,127 237,396 48,070 54,199 326,958 150,244 635,000 635,000 3,360,455 3,360,455 $ 21, 895, 736 $ 24, 597,842 $ 1,093,700 135,885 1,225,939 338,162 556,743 $ 792,982 148,442 248,878 338,162 551,743 560,758 3,350,429 2,080,207 7,436,267 3,873,538 1,360,455 3,360,455 358,986 358,986 45,825 26,825 57,369 2,170,681 9,343,774 15,256,817 57,369 2,529,667 18,545,307 22,517,635 $ 57,369 $ 3,090,425 $21,895,736 $24,597,842 56 Revenues: Taxes Use of money and property Intergovernmental Charges for services Development fees Other Total Revenues Expenditures: Current: General government Engineering and public works Community development Community services Public safety - fire protection Capital outlay Debi service: Principal Interest expense Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfers out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expendit- tures and Other Uses Fund Balances: Beginning of Fiscal Year • as previously reported Restatements Beginning of Fiscal Year - as restated Excess of Revenues and Other Sources over (under) Expendi- tures and Other Uses End of Fiscal Year CITY OF RANCHO CUCAMONGA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 Gas Tax SB 325 $ - $ 86,532 149,366 1,331,167 1,207,105 1,417,699 Recreation $ • • 429,280 1,030 Park Development 781,296 92,542 1,323,534 1,356,471 430,280 2,197,372 305,312 80,915 375, 710,290 1,284,978 10, 1,015,602 1,365,693 386,474 402,097 (9,422) 43,806 $ 402,097 $ 277,243 407,008 684,251 (202,869) (202,869) - Beautification SB 300 $ S 4,400 1,809 924,027 Schedule 5 Landscape Lighting Maintenance Districts Districts $ 408,598 $ 1,524,530 60,357 242,630 928,427 1,809 468,955 1,767,160 103,492 124,165 - 3,752,400 1,120,611 317,958 1,200,384 19,360 3,876,565 1,224,103 317,958 1,219,744 (1,679,193) (1805,646) (1,605,646) $ (212,291) $ 43,806 $ (3,284,839) $ 1,921,586 $ 217,021 $ 9,786,525 43,326 • - 1,964,912 217,021 9,786,525 (295,676) 1,809 150,997 547,416 50,000 (183,615) (133,615) (50,000) (50,000) $ (429,291) $ 1,809 $ 150,997 $ 497,416 $ (40,477) $ 13,206 $ 342,826 $ 1,536,242 (40,477) 13,206 342,826 1,536,242 402,097 (212,291) 43,806 (3,284,639) (429,291) 1,809 150,997 497,416 $ 1,086,348 $ 1,752,621 $ 260,827 $ 6,501,666 $ (469,768) $ 15,015 $ 493,823 $ 2,033,658 57 _ CITY OF RANCHO CUCAMONGA Revenues: Taxes Use of money and property Intergovernmental Charges for services Development fees Other Total Revenues Expenditures: Current: General government Engineering and public works Community development Community services Public safety - fire protection Capital outlay Debt service: Principal Interest expense Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers in Operating transfers out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expendit- tures and Other Uses Fund Balances: Beginning of Fiscal Year - as previously reported Restatements Beginning of Fiscal Year - as restated Excess of Revenues and Other Sources over (under) Expendi- tures and Other Uses End of Fiscal Year COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 1990 Systems Park Bond Drainage Development Act Facilities $ • $ - $ 104,585 - 4,210 407,135 1,309,087 - 333,203 5237 - 1,418,909 407,135 337,413 Pedestrian Grants $ Federal Aid Urban 133,888 133,888 196,868 66,712 2,835,774 407,135 898,752 3,032,642 407,135 965,464 (1,613,733) 25,070 3,358 108,818 3,358 Community Development Block Grant 903,342 M aIIIIII 111. Schedule 5 (Continued) San Sevalne/ Assessment Etiwanda Administration Drainage $ - $ 42,501 1,195,832 32,645 903,342 1,238,333 32,645 1,000,084 31,703 871,639 17,275 133,888 903,342 1,017,359 (628,051) (3,358) - (463,407) - (139,995) (463,407) - (139,995) $(2,077,140) $ - $ (768,046) $ (3,358) $ - $ 4,177,476 $ - $2,438,775 $ - $ 286,990 $ 30,331 - - 3,358 - 4,207,807 - 2,438,775 3,358 286,990 (2,077,140) - (768,046) (3,358) - $ 2,130,667 $ - $1,670,729 $ - $ 286,990 $ 58 220,974 32,645 $ 220,974 $ 32,645 • $ (57,944) $ (57,944) 220,974 32,645 $ 163,030 $ 32,645 Revenues: Taxes Use of money and property Intergovernmental Charges for services Development fees Other Total Revenues Expenditures: Current: General government Engineering and public works Community development Community services Public safety - fire protection Capital outlay Debt service: Principal Interest expense Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers in Operating transfers out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expendit- tures and Other Uses Fund Balances: Beginning of Fiscal Year - as previously reported Restatements Beginning of Fiscal Year - as restated Excess of Revenues and Other Sources over (under) Expendi- tures and Other Uses End of Fiscal Year CITY OF RANCHO CUCAMONGA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 1990 TOTALS Fire Year Ended June 301 Measure I District 1 9 9 0 1 9 8 9 $ - $ 3,226,043 $ 5,159,171 - 242,009 1,719,695 57,369 2,594,791 6,727,339 - 186,761 1,811,873 • - 3,922,496 - 43,701 49,938 57,369 6,293,305 19,390,512 57,369 5,306,337 169,113 94,128 5,569,578 1,318,042 778,369 1,232,087 499,834 5,306,337 12,210,308 94,128 21,439,105 723,727 (2,048,593) 187,774 237,774 (2,645,532) 187,774 (2,407,758) $ 57,369 $ 911,501 $ (4,456,351) $ 1,618,166 $ 22,517,635 484,023 1,618,166 23,001,658 $ 4,975,303 1,696,174 4,853,432 1,019,249 8,828,353 186,838 21,559,349 1,117,137 1,647,299 809,972 402,492 4,763,673 8,108,406 25,567 89,843 16,964,389 4,594,960 421,601 (1,349,505) 111,231 (816,673) $ 3,778,287 $ 18,739,348 18,739,348 57,369 911,501 (4,456,351) 3,778,287 $ 57,369 $ 2,529,667 $ 18,545,307 $ 22,517,635 59 N ■■I _ 111111 a a a e I____ a Schedule 5 (Continued) INN NE MI IIIIII I- OM M N M M MN M I I M CITY OF RANCHO CUCAMONGA Revenues: Taxes $ - $ - $ - $ - $ - $ - $ $ • $ Use of money and property 63,881 86,532 22,651 46,435 149,366 102,931 - Intergovernmental 1,294,882 1,331,167 36,285 1,112,661 1,207,105 94,444 Charges for services - 331,450 429,280 97,830 Development fees - - - Other - 1,000 1,000 Total Revenues COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL. (BUDGETARY BASIS} ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 MI Schedule 6 GAS TAX SB 325 RECREATION Variance- Variance- Variance - Favorable Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) Budget Actual (Unfavorable) Expenditures: Current: General government Engineering and public works Community development Community services Public safety - fire protection Capital outlay Debt service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers in Operating transfers out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) 1,358,763 1,417,699 58,936 1,159,096 1,356,471 197,375 331,450 430,280 98,830 488,574 305,312 183,262 3,514 80,915 (77,401) - - 427,801 379,583 48,218 1,206,292 928,883 277,409 3,365,171 1,888,367 1,476,804 18,000 10,805 7,195 1,694,866 1,234,195 460,671 3,368,685 1,969,282 1,399,403 445,801 390,388 55,413 (336,103) 183,504 519,607 (2,209,589) (612,811) 1,596,778 (114,351) 39,892 154,243 (202,869) (202,869) (202,869) (202,869) 5(336,103) $ 183,504 $ 519,607 5(2,412,458) $ (815,680) 51,596,778 $(114,351) $ 39,892 $ 154,243 60 Adjustments: To adjust for encumbrances Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) Fund Balances: Beginning of Fiscal Year - as previously reported Restatement Beginning of Fiscal Year - as restated Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GMP Basis) End of Fiscal Year CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 1990 GAS TAX SB 325 Variance- Variance - Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) Budget $ - $ 218,593 $ 218,593 $ - $ 603,389 $ 603,389 $ $(336,103) $ 402,097 $ 738,200 $(2,412,458) $ (212,291) $2,200,167 $ 277,243 $ 277,243 407,008 $ $ 1,921,586 $1,921,586 $ - 407,008 - 43,326 43,326 277,243 684,251 407,008 1,921,586 1,964, 912 43,326 (336,103) 402,097 738,200 (2,412,458) (212,291) Schedule 6 (Continued) RECREATION Variance - Favorable Actual (Unfavorable) $ 3,914 $ 3,914 $(114,351) $ 43,806 $ 158,157 $ 217,021 $ 217,021 $ 217,021 217,021 2,200,167 (114,351) 43,806 158,157 $ (58,860) $1,086,348 $1,145,208 $ (490,872) $1,752,621 61 $2,243,493 $ 102,670 $ 260,827 $ 158,157 _ _MI IS MINI _ NMI 111111 NM NMI MIMI MIN 011111 MIN IS, IMO _ IMO /I INN / / / / / Revenues: Taxes Use of money and property Intergovernmental Charges for services Development fees Other Total Revenues Expenditures: Current: General govemment Engineering and public works Community development Community services Public safety - fire protection Capital outlay Debt service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfers out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) 1111111 NM a a e En/ CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 PARK DEVELOPMENT Varlance- Favorable Budget Actual (Unfavorable) BEAUTIFICATION Varlance- Favorable Budget Actual (Unfavorable) $ - $ - $ - $ 284,197 781,296 497,099 - 92,542 92,542 2,535,660 1,323,534 (1,212,126) 1,243,407 /J r MI / / Schedule 6 (Continued) $ $ -$ 4,400 4,400 924,027 (319,380) SB 300 Variance - Favorable Budget Actual (Unfavorable) $ s 1,809 1,809 2,819,657 2,197,372 (622,485) 1,243,407 928,427 (314,980) 1,809 1,809 257,644 124,165 133,479 8,850,789 6,262,691 2,588,098 1,858,358 103,492 (103,492) 1,336,361 521,997 6,386 6,386 9,108,433 6,386,856 2,721,577 1,858,358 1,439,853 (6,288,576) (4,189,484) 2,099,092 (614,951) (511,426) 50,000 50,000 (1,605,646) (1,605,646) - (183,615) (183,615) (1,605,646) (1,605,646) - (133,615) (133,615) 418,505 6,386 6,386 103,525 (6,386) 1,809 8,195 • $ (7,894,299) $ (5,795,130) $2,099,092 $ (748,566) $ (645,041) 62 $ 103,525 $ (6,386) $ 1,809 $ 8,195 • Adjustments: To adjust for encumbrances Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) Fund Balances: Beginning of Fiscal Year - as previously reported Restatement Beginning of Fiscal Year - as restated Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) End of Fiscal Year CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES 04 FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 PARK DEVELOPMENT Variance - Favorable Budget Actual (Unfavorable) BEAUTIFICATION Variance - Favorable Budget Actual (Unfavorable) Budget $ - $ 2,510,291 $2,510,291 $ - $ 215,750 $ 215,750 $ $ Schedule 6 (Continued) SB 300 Variance - Favorable Actual (Unfavorable) $ $ (7,894,222) $ (3,284,839) $4, $(748,566) $ (429,291) $ 319,275 $ (6,386) $ 1,809 $ 8,195 $ 9,786,525 $ 9,786,525 $ • $ (40,477) $ (40,477) $ 9,786,525 9,786,525 • $ 13,206 $ 13,206 $ (40,477) (40,477) 13,206 13,206 (7,894,222) (3,284,839) 4,609,383 (748,566) (429,291) 319,275 (6,386) 1,809 8,195 $ 1,892,303 $ 6,501,686 $4,609,383 $(789,043) $ (469,768) $ 319,275 $ 6,820 $ 15,015 $ 8,195 63 MN MI M I I MI MI E M a Ma a S M, MI In M _ a IS a • ▪ I MI a MO_ S_ e_ I CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 _ _ _ Schedule 6 (Continued) LIGHTING DISTRICTS LANDSCAPE MAINTENANCE DISTRICTS SYSTEMS DEVELOPMENT Variance- Variance- Variance - Favorable Favorable Favorable Budget Actual Unfavorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) Revenues: Taxes $ 473,583 $ 408,598 $ (64,985) $1,492,594 $1,524,530 $ 31,936 $ - $ - $ Use of money and property 16,766 60,357 43,591 74,232 242,630 168,398 26,624 104,585 77,961 Intergovernmental - - - Charges for services - - - - - Development fees - - 3,227,347 1,309,087 (1,918,260) Other 5,237 5,237 Total Revenues 490,349 468,955 (21,394) 1,566,826 1,767,160 200,334 3,253,971 1,418,909 (1,835,062) Expenditures: Current: General governmem 460,706 321,576 139,130 - Engineering and public works - - 196,868 (196,868) Community development 2,068,668 1,320,857 747,811 Community services - Public safely - fire protection Capital outlay Debt service: Principal (merest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfers out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) 66,144 43,805 22,339 6,837,001 5,000,539 1,836,462 460,706 321,576 139,130 2,134,812 1,364,662 770,150 6,837,001 5,197,407 1,639,594 29,643 147,379 117,736 (567,986) 402,498 970,484 (3,583,030) (3,778,498) (195,468) (50,000) (50,000) - (463,407) (463,407) (50,000) (50,000) (463,407) (463,407) $ 29,643 $ 147,379 $ 117,736 $ (617,986) $ 352,498 $ 970,484 $ (4,046,437) $ (4,241,905) $ (195,468) 64 Adjustments: To adjust for encumbrances Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) Fund Balances; Beginning of Fiscal Year - as previously reported Restatement Beginning of Fiscal Year - as restated Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) End of Fiscal Year CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 LIGHTING DISTRICTS LANDSCAPE MAINTENANCE DISTRICTS Variance- Variance - Favorable Favorable Budget Actual Unfavorable Budget Actual (Unfavorable) Schedule 6 (Continued) SYSTEMS DEVELOPMENT Variance - Favorable Budget Actual (Unfavorable) $ - $ 3,618 $ 3,618 $ - $ 144,918 $ 144,918 $ - $ 2,164,765 $ 2,164,765 $ 29,643 $ 150,997 $ 121,354 $ (617,986) $ 497,416 $1,115,402 $ (4,046,437) $ (2,077,140) $ 1,969,297 $ 342,826 $ 342,826 $ - $1,536,242 $1,536,242 $ - $ 4,177,476 $ 4,177,476 $ 30,331 30,331 342,826 342,826 - 1,536,242 1,536,242 4,177,476 4,207,807 30,331 29,643 150,997 121,354 (617,986) 497,416 1,115,402 (4,046,437) (2,077,140) 1,969,297 $ 372,469 $ 493,823 $ 121,354 $ 918,256 $2,033,658 $1,115,402 $ 131,039 $ 2,130,667 $ 1,999,628 ■E a us NO Ns a a a a a a a a a Is ion a s IS MN M N I I a a a MB I la MINI e CITY OF RANCHO CUCAMONGA Revenues: Taxes $ - $ - $ - $ 1 - $ • $ - $ $ Use of money and property - - 4,210 4,210 Intergovernmental 416,250 407,135 (9,115) - 267,000 133,888 (133112) Charges for services - - - Development fees - - 3,032,098 333,203 (2,698,895) Other - - - Total Revenues 416,250 407,135 (9,115) 3,032,098 337,413 (Z694,685) 267,000 133,888 (133,112) Expenditures: Current: General government - - - Engineering and public works - - 2,568 66,712 Community development - - - Community services - Public safety - fire protection - - Capital outlay 447,945 407,945 40,000 3,059,558 2,033,359 Debt service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures (31,695) (810) 30,885 (30,028) (1,762,658) (1,732,630) (222,020) (148,165) 73,855 COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 Schedule 6 (Continued) PARK BOND ACT DRAINAGE FACILRIES FEDERAL AID URBAN Variance- Variance- Variance - Favorable Favorable Favorable Budget Actual Unfavorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) 1,026,199 1,010 25,070 (24,060) 488,010 256,983 231,027 447,945 407,945 40,000 3062,126 2,100,071 962,055 489,020 282,053 206,967 Other Financing Sources (Uses): Operating transfers In Operating transfers out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) - (139,995) (139,995) - (139,995) (139,995) 4,111 - (4,111) 4,111 - (4,111) $ (31,695) $ (810) $ 30,885 $ (170,023) $(1,902,653) $(1,732,630) $(217,909) $(148,165) $ 69,744 66 1 Adjustments: To adjust for encumbrances Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 1990 PARK BOND ACT Variance - Favorable Budget Actual Unfavorable DRAINAGE FACIUTIES Varfance- Favorable Budget Actual (Unfavorable) Schedule 8 (Continued) FEDERAL AID URBAN Variance - Favorable Budget Actual (Unfavorable) $ - $ 810 $ 810 $ - $ 1,134,607 $ 1,134,607 $ - $ 148,165 $ 148,165 $ (31,695) $ - $ 31,695 $ (170,023) $ (768,046) $ (598,023) $(217,909) $ - $ 217,909 Fund Balances: Beginning of Fiscal Year - as previously reported $ Restatement Beginning of Fiscal Year - as restated Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GMP Basis) End of Fiscal Year $ • $ - $2,438,775 $ 2,438,775 $ (31,695) $ (31,695) $ - 2,438,775 2,438,775 - $ 286,990 $ 286,990 $ 286,990 286,990 31,695 (170,023) (768,046) (598,023) (217,909) - 217,909 - $ 31,695 $2,268,752 $ 1,670,729 $ (598,023) $ 69,081 $ 286,990 $ 217,909 67 IIIIIII M N M MI MI MN MIN S I M OM I M Elli IS MO • MI N M a a MI Revenues: Taxes Use of money and property Intergovernmental Charges for services Development fees Other Total Revenues Expenditures: Current: General government Engineering and public works Community development Community services Public safety • fire protection Capital outlay Debt service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfers out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) OM M M M all OM a a CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 COMMUNITY DEVELOPMENT BLOCK GRANT ASSESSMENT ADMINISTFATION Variance- Variance - Favorable Favorable Budget Actual (Unfavorable) 1111.1 11111 Schedule 6 (Continued) FIRE DISTRICT Variance - Favorable (Unfavorable) Budget Actual (Unfavorable) Budget Actual 433,000 903,342 470,342 433,000 903,342 470,342 80,979 155,1 1,283,499 927,2 (74,127) 356,222 1,364,478 1,082,383 282,095 (931,478) (179,041) 752,437 $ (931,478) $ (179,041) $ 752,437 68 $ - $ - $ - $3,128,531 $3,226,043 $ 97,512 105,591 42,501 (63,090) 60,000 242,009 182,009 - - 1,410,841 2,594,791 1,183,950 2,046,594 1,195,832 (850,762) 210,000 186,761 (23,239) - 30,000 43,701 13,701 2,152,185 1,238,333 (913,852) 4,839,372 6,293,305 1,453,933 1,172,435 1,088,929 83,506 - 5,215,660 5,306,337 (90,677) 147,442 36,836 110,606 358,000 169,113 188,887 94,128 (94,128) 1,319,877 1,125,765 194,112 5,573,660 5,569,578 4,082 832,308 112,568 (719,740) (734,288) 723,727 1,458,015 187,774 187,774 187,774 187,774 $ 832,308 $ 112,568 $(719,740) $ (734,288) $ 911,501 31,645,789 CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 Schedule 6 (CoMlnued) COMMUNITY DEVELOPMENT BLOCK GRANT ASSESSMENTADMINISTRATION FIRE DISTRICT Variance- Variance- Variance - Favorable Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) Budget Actual (Unfavorable) Adjustments: To adjust for encumbrances $ - $ 179,041 $ 179,041 $ - $ 108,406 $ 108,406 $ - $ - $ Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) Fund Balances: Beginning of Fiscal Year - as previously reported Restatement Beginning of Fiscal Year - as restated Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GMP Basis) End of Fiscal Year $ (931,478) $ - 5 931,478 $ 832,308 $ 220,974 5 (611,334) $ (734,288) $ 911,501 $ 1,645,7899 (931,478) $ (931,478) $ $ (57,944) $ (57,944) $ - $1,618,166 $1,618,166 $ (57,944) (57,944) - 1,618,166 1,618,166 931,478 832,308 220,974 (611,334) (734,288) 911,501 1,645,789 $931,478 $ 774,364 $ 163,030 $(611,334) $ 883,878 $2,529,667 $ 1,645,789 69 M 11.111 I N MI la a MI MI E 1111111 O M 1.1 MN O 111111 Revenues: Taxes Use of money and property Intergovernmental Charges for services Development tees Other Total Revenues Expenditures: Current: General government Engineering and public works Community development Community services Public safety - fire protection Capital outlay Debt service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfers out Capital lease proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) IIIMI MI E M OM N l CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) AU. SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 TOTALS - Year Ended June 30, 1990 Budget Actual $ 5,094,708 $ 5,159,171 677,726 1,719,695 4,934,634 6,669,970 2,588,044 1,811,873 10,038,512 3,889,851 30,000 49,938 23,363, 624 19,300, 498 1,633,141 495,666 2,149,647 685,445 5,215,660 27,992,595 38,172,154 1,410,505 778,369 1,475,963 503,748 5,306,337 19,302,964 94,128 28,872,014 (14,808,530) (9,571,516) 54,111 237,774 (2,645,532) (2,645,532) (2,591,421) (2,407,758) Variance - Favorable (Unfavorable) $ 64,463 1,041,969 1,735,336 (776,171) (6,148,661) 19,938 (4,063,126) 222,636 (282,703) 673,684 181,697 (90,677) 8,689,631 (94,128) 9,300,140 5,237,014 183,663 183,663 $ (17,399,951) $ (11,979,274) $ 5,420,677 70 1989 Actual 101.1 a a Me OM Schedule 6 (Continued) $ 4,975,303 1,696,174 4,853,432 1,019,249 8,828,353 186,838 21,559,349 1,174,993 1,796,711 881,713 431,627 431,627 11,673,800 89,843 16,480,314 5,079,035 421,601 (1,349,505) 111,231 (816,673) $ 4,262,362 AdJustments: To adjust for encumbrances Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) Fund Balances: Beginning of Fiscal Year - as previously reported Restatement Beginning of Fiscal Year - as restated Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GMP Basis) End of Fiscal Year CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 TOTALS - Year Ended June 30, 1990 Variance - Favorable Budget Actual (Unfavorable) $ - $ 7,436,267 $ 7,436,267 $ (17,399,951) $ (4,543,007)_ $ 12,856,944 $ 22,517,635 22,517,635 $ 22,517,635 $ - 480,665 480,665 22,998,300 480,665 (17,399,951) (4,543,007) 12,856,944 $ 5,117,684 $ 18,455,293 $ 13,337,609 71 1989 Actual $ 3,873,538 $ 8,135,900 $ 19,077,510 19,077,510 8,135,900 $ 27,213,410 Schedule 6 (Continued) 1.111 N MI MI I I M N M a a I M M OM IIINI OM I DEBT SERVICE FUND The Debt Service Fund is used to account for the accumulation of resources for and the redemp- tion of bonded indebtedness principal and interest. 1 1 1 1 1 1 I I 1 I I 1 1 I I 1 I I I 1 1 1 aMIf13 3DIAII3S .L$3a This page intentionally left blank. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 DEBT SERVICE FUNDS City Debt Service Fund To accumulate monies for payment of $5,173,500, 12% note payable to Lewis Construction Co., Inc. Central Park Acquisition Fund To accumulate monies for payment of $6,390,000 Certificate of Participation, California Cities Financing Corporation, 1988 Series B. Financing is provided through lease revenue from the City of Rancho Cucamonga and investment income. Public Improvement Corporation Fund To accumulate monies for payment of $2,875,000 Certificate of Participation, Rancho Cucamonga Park Improvement Corporation. Financing is provided through lease revenue from the City of Rancho Cucamonga and investment income. Fire Facilities Improvement Fund To accumulate monies for payment of $9,500,000 Certificate of Participation, Rancho Cucamonga Redevelopment Agency. Financing is provided through tax increment monies from the Rancho Cucamonga Redevelopment Agency. Redevelopment Agency Fund To accumulate monies for payment of the following: $6,495,455, 6.5-7.3% loans to City of Rancho Cucamonga payable as funds become available to the Agency; $32,345,000 Tax Allocation Bonds due in annual installments through May 1, 2016; and $9,300,000 Refunding Tax Allocation Bonds due in annual installments through May 1, 2016. All tax increments received are placed in this fund and are used to retire debt (bonded or loans from the City) in accordance with the Health and Safety Code. ASSETS Cash and Investments Cash and Investments with fiscal agent Receivables (net of allowance for uncollectibles): Taxes Due from other funds Due from other governments Total Assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Due to other funds Due to other governments Total Liabilities Fund Balances: Unreserved: Designated for debt service Undesignated Total Fund Balances Total Liabilities and Fund Balances CITY OF RANCHO CUCAMONGA COMBINING BALANCE SHEET ALL DEBT SERVICE FUNDS JUNE 30,1990 Central Park Acqulsltton 657,698 Public improvement Corporation Fire Redevelopment District Agency $ - $ 289,655 $ 2,325,660 715 38,246,580 $ 657,698 $ 289,655 $ 657,698 289,655 657,698 289,655 $ 657,698 72 207,964 664,167 5,000 715 $ 41,449,371 Schedule 7 TOTALS June 30, 1990 1989 $ 2,325,660 $ 2,335,247 39,194,648 7,411,780 207,964 1,497,961 664,167 1,339,834 5,000 73,700 $42,397,439 $12,658,522 $ 498,270 498,270 $ 1,034,078 1,034,078 1,788,534 108,833 1,53Z348 1,532,348 1,897,367 715 39,917,023 40,865,091 10,761,155 715 39,917,023 40,665,091 10,761,155 $ 289,655 $ 715 $ 41,449,371 $42,397,439 $12,658,522 a s ■I IS MI MEI MN N —all 61111 all MI M MI M M MN I- M= MI MI MI a n-- I I CITY OF RANCHO CUCAMONGA Schedule 8 Revenues: Taxes Use of money and property Total Revenues Expenditures: Current: General government Debt Service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfers out Proceeds from Issuance of bonds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expendi- tures and Other Uses Fund Balances: Beginning of Fiscal Year End of Fiscal Year COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES ALL DEBT SERVICE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 1990 Central Public TOTALS Park Improvement Fire Redevelopment Year Ended June 30, Acquisition Corporation District Agency 1 9 9 0 19 8 9 $ - $ - $ - $13,922,638 513,922,638 $10,869,093 62,319 25,419 159 1,401,045 1,488,942 920,111 62,319 25,419 159 15,323,683 15,411,580 11,789,204 1,559,386 1,559,386 1,235,355 905,000 215,000 55,937,640 57,057,640 8,219,459 386,286 191,259 66,203 2,047,277 2,691,025 6,089,427 1,291,286 406,259 66,203 59,544,303 61,306051 15,544,241 (1,228,967) (380,840) (66,044) (44,220,620) (45,896,471) (3,755,037) 1 225,426 380,220 66,255 12,520,369 14,192,270 7,072,256 (14,429,010) (14,429,010) (7,002,705) 76,237,147 76,237,147 6,693,583 1,225,426 380,220 66,255 74,328,506 76,000,407 6,763,134 (3,541) (620) 211 30,107,886 30,103,936 3,008,097 661,239 290,275 504 9,809,137 10,761,155 7,753,058 $ 657,698 $ 289,655 $ 715 $39,917,023 $40,865,091 $10,761,155 73 CITY OF RANCHO CUCAMONGA Schedule 9 COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL ALL DEBT SERVICE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 1990 PUBLIC CENTRAL PARK ACQUISITION IMPROVEMENT CORPORATION FIRE DISTRICT Variance- Variance- Variance - Favorable Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) Budget Actual (Unfavorable) Revenues: Taxes $ - $ - $ - 5 • $ - $ - $ $ - $ - Use of money and property 451,163 62319 (388,644) 1,347,009 25,419 (1,321,590) - 159 159 Total Revenues 451,163 62,319 (388,844) 1,347,009 25,419 (1,321,590) - 159 159 Expenditures: Current: General government - - Debt service: Principal 905,000 905,000 - 215,000 215,000 - - - Interastandfisoalcharges 384,810 386,286 (1,476) 190,660 191,259 (599) 66,203 66,203 TotalExpendltures 1,289,610 1,291,286 (1,476) 405,660 406,259 (599) 66,203 66,203 Excess of Revenues over (under) Expenditures (838,647) (1,228,967) (390,320) 941,349 (380,840) (1,322,189) (66,203) (66,044) 159 Other Financing Sources (Uses): Operating transfers In 1,225,426 1,225,426 - 380,220 380,220 - 66,255 66,255 Operating transfers out - - - - Proceeds from Issuance of bonds - - - - Total Other Financing Sources (Uses) 1,225,426 1,225,426 380,220 380,220 - 66,255 66,255 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses 386,779 (3,541) (390,320) 1,321,569 (620) (1,322,189) 52 211 159 Fund Balances: Beginning of Fiscal Year 661,239 661,239 290,275 290,275 504 504 End of Fiscal Year $ 1,048,018 $ 657,698 $ (390,320) $ 1,611,844 $ 289,655 5 (1,322,189) S 556 $ 715 $ 159 74 N__ N M I 11111 _ NM MO a a- ■■I MI ■MI MI MI I MO I I MI_ I M— __ ■M — I-- r CITY OF RANCHO CUCAMONGA Schedule 9 (Contlnued) Revenues: Taxes Use of money and property Total Revenues Expenditures: Current General government Debt service: Principal Interest and fiscal charges Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses); Operating transfers In Operating transfers out Proceeds from Issuance of bonds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses Fund Balances: Beginning of Fiscal Year End of Fiscal Year COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL ALL DEBT SERVICE FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 REDEVELOPMENT AGENCY Varlance- Favorable Budget Actual (Unfavorable) Budget $12,942,662 $13,922,638 499,894 1,401,045 13,442,556 15,323,683 Z719,603 1,559,386 55,937,640 55,937,640 2,047,277 2,047,277 60,704,520 59,544,303 (47,261,964) (44,220,620) $ 979,976 $ 12,942,662 901,151 2,298,066 1,881,127 15,240,728 1,160,217 2,719,603 57,057,640 2,688,950 1,160,217 62,466,193 3,041,344 (47,225,465) 16,885,696 12,520,369 (4,365,327) (16,900,696) (14,429,010) 2,471,686 76,237,147 76,237,147 - 76,2P,147 74,328,506 28,960,183 30,107,886 9,809,137 9,809,137 18,557,597 (16,900,696) 76,237,147 (1,893,641) 77,894,048 1,147,703 30,668,583 $38,769,320 $39,917,023 $ 1,147,703 75 10,761,155 $ 41,429,738 TOTALS - Year Ended June 30, 1990 1989 Varlance- Favorable (Unfavorable) $ 979,976 (809,124) 170,852 Actual $ 13,922,638 1,488,942 15,411,580 1,559,386 57,057,640 2,691,025 61,308,051 (45,896,471) 14,192,270 (14,429,010) 76,237,147 (1,160,217) 2,075 Actual $ 10,869,093 920,111 11,789,204 1,235,355 8,219,459 6,089,427 (1,158,142) 15,544,241 1,328,994 (3,755,037) (4,365,327) 2,471,686 76,000,407 (1,893,641) 30,103,936 10,761,155 7,072,256 (7,002,705) 6,693,583 6,763,134 (564,647) 3,008,097 $ 40,865,091 $ (564,647) 7,753,058 $ 10,761,155 This page intentionally left blank. CAPITAL PROJECTS FUNDS Capital Projects Funds are used to account for the accumulation of resources segregated for the acquisition and construction of major capital facilities and equipment (other than those financed by special assessment, proprietary and trust funds). SQAIf1.3 sioatoMd'IVJJdV3 This page intentionally left blank. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CAPITAL PROJECTS FUNDS Capital Reserve Fund Established to account for the construction of capital facilities financed by the City's General Fund. Assessment District 82 -IR Fund Established to account for the receipt and disbursement of funds used in the construction of streets, storm drainage and utility improvements within the project area. Financing was provided by the sale of bonds under the Refunding Act of 1984 for 1915 Improvement Act Bonds. Assessment District 84-1 Fund Established to account for the receipt and disbursement of funds used in the construction and installation of public capital drainage facilities, together with appurtenant work and incidental expenses, to serve and provide drainage protection to property located within Community Facilities District No. 84-1 ( Day Creek Drainage System). Financing was provided by the sale of bonds under the Mello -Roos Community Facilities Act of 1982. Assessment District 84-2 Fund Established to account for the receipt and disbursement of funds used in the construction of certain public works of improvement, together with appurtenances and appurtenant work, including acquisition where appropriate, in Special Assessment District No. 84-2 (Alta Loma Channel Improvement). Financing was provided by sale of bonds under the Improvement Bond Act of 1915. Assessment District 86-2 Fund Established to account for the receipt and disbursement of funds used in construction and acquisition of drainage improvements together with appurtenances and appurtenant work, acquisition of real property, if necessary, and incidental expenses within the Assessment District No. 86-2. Financing was provided by the sale of limited obligation bonds under the Improvement Bond Act of 1915. Assessment District 85 -PD Fund Established to account for the receipt and disbursement of funds used in the construction of two public parks: Heritage and Red Hill Community Parks within the Parks and Recreation Improvement District No. 85 -PD. Financing was provided by the sale of bonds under the Improvement Bond Act of 1915. Assessment District 89-1 Fund Established to account for the receipt and disbursement of funds used in the construction within the Assessment District 89-1. Public Ilmprovement Corporation Fund Established to account for the receipt and disbursement of funds used in the acquisition of certain real property for development as the Northeast Etiwanda Community Park. Financing was provided by the sale of certificates of participation secured by a lease agreement. Fire Facilities Improvement Fund Established to account for the receipt and disbursement of funds used in the purchase of land, the construction of municipal fire stations, and the acquisition of fire fighting equipment. Financing was provided by the sale of certificates of participation secured by a lease agreement. Redevelopment Agency Fund Established to account for financial resources to be used for acquisition or construction of major capital facilities within the Rancho Cucamonga Redevelopment Project Area. Financing is to be provided by the Rancho Cucamonga Redevelopment Agency. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 = NM 1 - - M - - - MI =. I I = I - - _ I CITY OF RANCHO CUCAMONGA Schedule 10 ASSETS Cash and investments Cash and Investment with fiscal agent Receivables (net of uncollectible): Taxes Accounts Interest Due from other funds Deposits Advances to Other Funds Total Assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Accrued payroll payable Deposits Due to other funds Total Liabilities Fund Balances: Reserved for encumbrances Reserved for advances to other funds Reserved for land acquisition Unreserved: Designated for pass through agreements Designated for changes In economic circumstances Undesignated Total Fund Balances Total Liabilities and Fund Balances COMBINING BALANCE SHEET ALL CAPITAL PROJECT FUNDS JUNE 30, 1990 Capital Reserve 82-1R 84-1 Assessments Districts 84-2 86-2 Redevelopment 85 -PD 89-1 Agency TOTALS June 30, 1990 1989 $3,791,876 $ 458,864 $ 124,983 $ 87,982 $ 300,585 $ 286,189 $ 23,023 $74,318,333 $79,391,835 $58,461,196 7,946,235 7,946,235 7,278,631 39,190 4,775 100,000 916 $3,831,066 61,982 26,315 400,308 1,833,719 4,290,000 61,982 393,555 26,315 - 445,189 611,803 1,833,719 452,559 42,981 4,390,000 4,390,000 $ 463,639 $ 224,983 $ 88,898 $ 300,585 $ 286,189 $ 23,023 $88,876,892 $94,095,275 $71,630,725 $ 219,090 $ 758 $ - $ 11,250 $ - $ 577 1,077 3,864 1,199 $ 4,021 $ 2,195,493 40,500 3,188,878 219,090 758 15,691 1,077 1,199 $ Z430,612 $ 2,096,614 1,654 1,685 44,364 44,364 3,190,077 2,334,304 44,521 5,384,371 5,666,707 4,476,967 1,021,003 897,749 26,920 2,065,381 - 100,000 6,426 9,561 109,200 52,482 2,720,575 4,290,000 6,011,548 17,538,031 4,390,000 4,390,000 - 1,464,752 5,953,657 5,953,657 4,309,278 897,749 1,693,224 435,961 (1,940,398) 66,781 289,947 175,790 (73,980) 70,528,289 71,175,614 39,451,697 3,611 976 462,881 224,983 73,207 299,508 284,990 (21,498) 83,492,521 88,428,568 67,153,758 $3,831,066 $ 463,639 $ 224,983 $ 88,898 $ 300,585 $ 286,189 $ 23,023 $88,876,892 76 $94,095,275 $71,630,725 Revenues: Taxes Use of money and property Other Total Revenues Expenditures: Current: General government Engineering and public works Community development Community services Capital outlay Debt service: Interest expense Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfers out Long-term debt proceeds Loan proceeds Total Other Financing Sources (Uses) Capital Reserve CITY OF RANCHO CUCAMONGA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES ALL CAPITAL PROJECTS FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 1990 Assessments Districts 82-1R 84-1 84-2 86-2 85 -PD Redevelopment 89-1 Agency S $ 497,329 55,996 224,341 $ -$ -5 -$ 23,078 22,747 27,549 497 329 55,996 224,341 23,078 22,747 27,549 • 204,057 28,040 $ 4,546,907 4,803,624 2,289 Schedule 11 TOTAL Year Ended June 30, 1990 1989 $ 4,546,907 5,654,664 2,289 $ 3,175,428 5,517,755 17,254 9,352,820 10,203,860 8,710,437 2,055,691 9,663 2,533,148 2,377,328 72,854 5,051,866 - 92,736 - 2,377,328 72,854 5,051,866 204,057 28,040 92,736 9,663 (1,879,999) (16,858) (4,627,525) (180,979) (5,293) (65,187) (9,663) Excess of Revenues and Other Sources over (under) Expend - tures and Other Uses (1,879,999) Fund Balances: Beginning of Fiscal Year End of Fiscal Year (16,858) (4,827,525) (180,979) (5,293) (65,187) 8,803,871 2,055,691 232,097 2,542,811 16,398,655 991,948 285,121 151,978 22,286,106 468,489 468,489 13,861,199 21,697,743 23,715,153 (4,508,379) (11,493,883) (15,004,716) 9,898,642 (8,244,030) 24,891,441 6,222,640 9,898,642 (8,244,030) 24,891,441 6,222,640 1,552,363 (1,558,384) 2,474,687 6,003,009 32,768,693 32,768,693 8,471,675 (9,663) 28,260,314 21,274,810 (6,533,041) 5,491,975 479,739 5,052,508 254,186 304,801 350,177 (11,835) 55,232,207 67,153,758 73,686,799 $ 3,611,976 $ 462,881 $ 224,983 $ 73,207 $ 299,508 $ 284,990 $ (21,498) $ 83,492,521 $ 88,428,568 S 67,153,758 77 111,111 M _ MN M MN Revenues: Taxes Use of money and property Other Total Revenues Expenditures: Current: General government Public safety Engineering and public works Community development Capital outlay Debt service Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfer out Proceeds from Issuance of bonds Loan proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) Adjustments: To adjust for encumbrances Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GMP Basis) Fund Balances: Beginning of Fiscal Year End of Fiscal Year NM MO MN 1M In MN NM CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL CAPITAL PROJECTS FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 MIMI CAPRAL RESERVE ASSESSMENT DISTRICT 82-1R Variance- Variance - Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) Budget $ - $ - $ - $ - $ • $ - $ - 285,471 497,329 211,858 23,768 55,996 32,228 305,555 OM MN N I Schedule 12 ASSESSMENT DISTRICT 84-1 Variance - Favorable Actual (Unfavorable) $ - $ 224,341 (81,214) 285,471 497,329 211,858 23,768 55,996 32,228 3,587,966 3,398,331 305,555 224,341 (81,214) 189,635 96,095 99,774 (3,679) 8,204,955 7,117,247 1,087,708 3,587,966 3,398,331 (3,302,495) (2,901,002) 189,635 96,095 99,774 (3,679) 8,204,955 7,117,247 1,087,708 401,493 (72,327) (43,778) 28,549 (7,899,400) (6,892,906) 1,006,494 (3,302,495) (2,901,002) 1,021,003 401,493 1,021,003 (72,327) (43,778) 28,549 26,920 26,920 (3,302,495) (1,879,999) 1,422,496 (72,327) (16,858) (7,899,400) (6,892,906) 1,006,494 - 2,065,381 2,065,381 55,469 (7,899,400) (4,827,525) 3,071,875 5,491,975 5,491,975 479,739 479,739 5,052,508 5,052,508 $ 2,189,480 $ 3,611,976 $ 1,422,496 $ 407,412 $ 462,881 $ 55,469 $ (2,846,892) $ 224,983 $ 3,071,875 78 • Revenues: Taxes Use of money and property Other Total Revenues Expenditures: Current: General government Public safety Engineering and public works Community development Capital outlay Debt service Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfer out Proceeds from Issuance of bonds Loan proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) Adjustments: To adjust for encumbrances Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) Fund Balances: Beginning of Fiscal Year End of Fiscal Year CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL CAPITAL PROJECTS FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 ASSESSMENT DISTRICT 84-2 Varlance- Favorable Actual (Unfavorable Budget $ - $ 13,498 23,078 9,580 13,498 23,078 9,580 201,113 210,483 (9,370) 201,113 210,483 Schedule 12 (Continued) ASSESSMENT DISTRICT 86-2 ASSESSMENT DISTRICT 85 -PD Variance- Varlance- Favorable Favorable Budget Actual(Unfavorable) Budget Actual (Unfavorable) $ - $ - 3 - 5 - $ - $ - 190,103 22,747 (167,356) 40,593 27,549 (13,044) 190,103 22,747 (167,356) 40,593 27,549 (13,044) 37,601 (37,601) • 1,305,855 201,936 1,103,919 (9,370) - 37,601 (37,601) 1,305,855 201,936 1,103,919 (187,615) (187,405) 210 190,103 (14,854) (204,957) (1,265,262) (174,387) 1,090,875 2,500,000 2,500,000 (2,500,000) (2,500,000) (187,615) (187,405) 210 2,690,103 (14,854) (2,704,957) (1,265,262) (174,387) 1,090,875 6,426 (187,615) (180,979) 254,186 254,186 $ 66,571 $ 73,207 6,426 9,561 9,561 - 109,200 109,200 6,636 2,690,103 (5,293) (2,695,396) (1,265,262) (65,187) 1,200,075 304,801 304,801 - 350,177 350,177 $ 6,636 $2,994,904 $ 299,508 $ (2,695,396) $ (915,085) $ 284,990 $1,200,075 79 = NM M M MO M MB NMI I MI 1 I = I I OM MI OM NM IMO I= M all _ M Revenues: Taxes Use of money and property Other Total Revenues Expenditures: Current: General government Public safety Engineering and public works Community development Capital outlay Debt service Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfer out Proceeds from Issuance of bonds Loan proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) Adjustments: To adjust for encumbrances Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GAAP Basis) Fund Balances: Beginning of Fiscal Year End of Fiscal Year IN MO M OM M M CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL CAPITAL PROJECTS FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 ASSESSMENT DISTRICT 89-1 Variance - Favorable Budget Actual (Unfavorable) 60,534 62,145 (1,611) 60,534 62,145 (1,611) (60,534) (62,145) (1,611) (60,534) (62,145) (1,611) 52,482 52,482 (60,534) (9,663) 50,871 (11,835) $ (72,369) (11,835) $ (21,498) $ 50,871 80 OM a s N NE Schedule 12 (Continued) REDEVELOPMENT AGENCY Variance - Favorable Actual (Unfavorable) $ 4,546,907 $ (1,650,527) 4,803,624 4,688,624 2,289 2,289 9,352,820 3,040,386 Budget $ 6,197,434 115,000 6,312,434 2,976,446 2,055,691 920,755 3,300,000 2,533,148 766,852 • 25,211,177 2,500,000 33,987,623 8,803,871 468,489 13,861,199 16,407,306 2,031,511 20,126,424 (27,675,189) (4,508,379) 23,166,810 15,000 9,898,642 9,883,642 (8,244,030) (8,244,030) 24,891,441 24,891,441 - 6222,640 6,222,640 31,129,081 32,768,693 1,639,612 3,453,892 28,260,314 24,806,422 3,453,892 55,232,207 $ 58,686,099 28,260,314 24,806,422 55,232,207 $ 83,492,521 $ 24,806,422 Revenues: Taxes Use of money and property Other Total Revenues Expenditures: Current: General government Public safely Engineering and public works Community development Capital outlay Debt service Total Expenditures Excess of Revenues over (under) Expenditures Other Financing Sources (Uses): Operating transfers In Operating transfer out Proceeds from Issuance of bonds Loan proceeds Total Other Financing Sources (Uses) Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (Budgetary Basis) Adjustments: To adjust for encumbrances Excess of Revenues and Other Sources over (under) Expenditures and Other Uses (GMP Basis) Fund Balances: Beginning of Fiscal Year End of Fiscal Year CITY OF RANCHO CUCAMONGA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) ALL CAPITAL PROJECTS FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 TOTALS - Year Ended June 30, 1990 Budget $ 6,197,434 973,988 7,171,422 2,976,446 3,300,000 201,113 60,534 38,406,048 2,500,000 47,444,141 Actual $ 4,548,907 5,654,664 2,289 10,203,860 2,055,691 2,533,148 248,084 62,145 19,621,159 466,489 24,988,716 (40,272,719) (14,784,856) 15,000 27,391,441 6,222,640 33,629,081 32,768,693 9,898,642 (8,244,030) 24,891,441 6,222,640 (6,643,638) 17,983,837 (6,643,638) 67,153,758 $ 60,510,120 3,290,973 21,274,810 67,153,758 $ 88,428,568 Variance - Favorable (Unfavorable) $ (1,650,527) 4,680,676 2,289 3,032,438 1989 Actual $ 3,175,428 5,517,755 17,254 8,710,437 920,755 991,948 766,852 - (46,971) 395,825 (1,611) 212,512 18,784,889 39,652,899 2,031,511 22,455,425 41,253,184 25,487,863 (32,542,747) 9,883,642 1,552,363 (8,244,030) (1,558,384) (2,500,000) 2,474,687 6,003,009 (860,388) 8,471,675 24,627,475 (24,071,072) 3,290,973 17,538,031 27,918,448 (6,533,041) 73,686,799 $ 27,918,448 $ 67,153,758 Schedule 12 (Continued) 81 N N all M MN MN M E MIIII = M I = = V = I I I MN MN= I_ I— I— N== I MN EN NM 11111 INN ASSETS Cash and Investments Accounts receivable Interest receivable Deposits with trustee Fixed assets - net book value Total Assets LIABILITIES AND FUND EQUITY Liabilities: Accounts payable Accrued payroll payable Capital leases payable Total Liabilities Fund Equity: Retained earnings: Unreserved Total Fund Equity Total Liabilities and Fund Equity crry OF RANCHO CUCAMONGA BALANCE SHEET INTERNAL SERVICE FUND JUNE 30, 1990 82 Schedule 13 June 30, 1990 1989 $ 1,632,854 752 16,990 15,000 478,613 $ 1,494,966 965 8,539 15,000 422,889 $ 2,144,209 $ 1,942,359 $ 40,727 5,611 111,686 $ 4,112 3,120 30,919 158,024 38,151 1,986,185 1,904,208 1,986,185 1,904,208 $ 2,144,209 $ 1,942,359 This page intentionally left blank. FIDUCIARY FUND The Trust and Agency Funds are used to account for assets held by the City in a trustee capacity for individuals, government entities, and others. Such funds are operated to carrying out the specifications of trust indentures, statutes, ordinances, or other governing regulations. I I I I I 1 I , UHn3 MIVIJnC11J 1 1 This page intentionally left blank. AGENCY FUNDS Special Deposits Fund Established to account for all deposits held by the City in its fiduciary capacity. Deterred Compensation Fund Established to account for employee -deferred earnings restricted to be paid at a later date to said employee upon termination or retirement from the City of Rancho Cucamonga. Assessment District 82 -IR Fund Established to account for assessments received under the Refunding Act of 1984 for 1915 Improvement Act Bonds. Assessments received are restricted for payment of principal, interest, and penalties thereon, upon presentation of proper coupons. Assessment District 84-1 Fund Established to account for assessments received under the Mello -Roos Community Facilities Act of 1982, Assessments received are restricted for payment of principal, interest, and penalties thereon, upon presentation of proper coupons. Assessment District 84-2 Fund Established to account for assessments received under the Improvement Bond Act of 1915. Assessments received are restricted for payment of principal, interest, and penalties thereon, upon presentation of proper coupons. Assessment District 86-2 Fund Established to account for assessments received under the Improvement Bond Act of 1915. Assessments received are restricted for payment of principal, interest, and penalties thereon, upon presentation of proper coupons. Assessment District 85 -PD Fund Established to account for assessments received under the Improvement Bond Act of 1915. Assessments received are restricted for payment of principal, interest, and penalties thereon, upon presentation of proper coupons. Assessment District 88-2 Fund Established to account for monies deposited by the developers for future construction within the Assessment District 88-2. ASSETS Cash and Investments Cash and Investments with fiscal agent Receivables (net of uncollectibles): Accounts Interest Taxes Due from other funds Total Assets LIABILITIES Liabilities: Accounts payable Deposits Deferred compensation payable Bond Issue pledged revenue Total Liabilities Special Deferred Deposits Compensation $ 5,998,027 $ 1,436,730 $ 5,998,027 $ 1,436,730 CITY OF RANCHO CUCAMONGA COMBINING BALANCE SHEET ALL AGENCY FUNDS JUNE 30,1990 Assessment Districts 82-1R 84-1 84-2 86-2 Schedule 14 TOTALS June 30, 85 -PD 88-2 1 9 9 0 1 9 8 9 $ 1,875,087 $ 1,035,048 $ 289,750 $ 456,266 $ 768,277 $ 196,437 $ 12,055,622 $ 9,765,637 3,099,472 - 88,822 19,512 10,770 3,015 2,797 86 36,180 17,889 2,619 5,692 3,159 1,550 7,092 574 20,686 - 851,748 49,016 34,080 - 934,844 1,123,807 $ 1,897,218 $ 1,903,258 $ 295,924 $ 506,832 $ 812,246 $ 197,097 $ 13,047,332 $ 14,095,627 $ $ - $ 5,998,027 1,436,730 - $ - $ - $ - $ - $ $ - $ 1,885 5,998,027 5,173,303 1,436,730 1,223,766 295 924 506,832 812,246 197,097 5,612,575 7,696,673 1,897,218 1,903,258 $ 5,998,027 $ 1,436,730 $ 1,897,218 $ 1,903,258 $ 295,924 $ 506,832 $ 812,246 $ 197,097 $ 13,047,332 $ 14,095,627 83 le MI MIR MIN MIN =I INN M N a IS MI OM r la MI MI — M I MI all — M MI IS CITY OF RANCHO CUCAMONGA Schedule 15 COMBINING STATEMENT OF CHANGES IN ASSETS AND UABILIIIES ALL AGENCY FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 1990 Balance Balance July 1, 1989 Additions Deletions June 30, 1990 SPECIAL DEPOSITS Assets: Cash and Investments $ 5,168,404 $ 1,612,344 $ 782,721 $ 5,998,027 Uabinles: Deposits $ 5,168,404 $ 1,612,344 $ 782,721 $ 5,998,027 DEFERRED COMPENSATION Assets: Cash end Investments $ 1,223,766 $ 212,964 $ - $ 1,436,730 Liabilities: Deferred compensation payable $ 1,223,766 $ 212,964 $ $ 1,436,730 ASSESSMENT DISTRICT 82-1R Assets: Cash and Investments $ 1,611,177 $ 1,031,140 $ 767,230 $ 1,875,087 Accounts receivable 29,303 2,619 31,922 Interest receivable 9,206 19,512 9,206 19,512 Taxes receivable - 2,619 - 2,619 Total Assets $ 1,649,686 $ 1,055,890 $ 808,358 $ 1,897,218 Uebllldes: Bond Issue pledged revenue $ 1,649,686 $ 1,055,890 $ 808,358 $ 1,897,218 ASSESSMENT DISTRICT 84-1 Assets: Cash and Investments $ 442,923 $ Z314,539 $ 1,722,414 $ 1,035,048 Accounts receivable 27,718 5,692 33,410 Interest receivable 2,531 10,770 2,531 10,770 Taxes receivable - 5,692 - 5,692 Due from other funds - - Due from Redevelopment Agency 986,827 851,748 986,827 851,748 Total Assets $ 1,459,999 $ 3,188,441 $ 2,745,182 $ 1,903,258 Liabilities: Bond Issue pledged revenue $ 1,459,999 $ 3,188,441 $ 2,745,182 $ 1,903,258 CITY OF RANCHO CUCAMONGA COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES ALL AGENCY FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,1990 Balance Balance July 1,1989 Additions Deletions June 30,1990 ASSESSMENT DISTRICT 84-2 Assets: Cash and Investments $ 260,856 $ 217,022 $ 188,128 $ 289,750 Accounts receivable 3,476 3,159 6,635 Interest receivable 1,490 3,015 1,490 3,015 Taxes receivable 3,159 3,159 Total Assets Liabilities: Bond issue pledged revenue ASSESSMENT DISTRICT 86-2 $ 265,822 $ 226,355 $ 196,253 $ 295,924 $ 265,822 $ 226,355 $ 196,253 $ 295,924 Assets: Cash and Investments $ 323,393 $ 344,195 $ 211,322 $ 456,266 Accounts receivable 5,344 1,550 6,894 Interest receivable 723 - 723 Taxes receivable 1,550 1,550 Due from other funds 102,900 53,884 49,016 Total Assets $ 432,360 $ 347,295 $ 272,823 $ 506,832 Uabilitles: Bond Issue pledged revenue 432,360 347,295 272,823 506,832 ASSESSMENT DISTRICT 85 -PD Assets: Cash and investments $ 728,373 $ 1,129,139 $ 1,089,235 $ 768,277 Accounts receivable 22,981 7,092 30,073 Interest receivable 3,900 2,797 3,900 2,797 Taxes receivable - 7,092 7,092 Due from other funds 34,080 34,080 Total Assets Liabilities: $ 789,334 $ 1,146,120 $ 1,123,208 $ 812,246 Schedule 15 (Continued) Bond issue pledged revenue $ 789,334 $ 1,146,120 $ 1,123,208 $ 812,246 85 a N In UN MN 01111 En r EN IMO. 10M1 IS MI MN MN I 1101 NM 1101 MIIII M nil MIN IS - lin MIN OM OM M M MIN MINI EMI NM CITY OF RANCHO CUCAMONGA Schedule 19 (Continued) ASSESSMENT DISTRICT 88-2 Assets: Cash and Investments Interest receivable Taxes receivable Total Assets Llebllllles: Accounts payable Deposits Bond Issue pledged revenue TOTALS -ALL AGENCY FUNDS Assets: Cash and Investments Accounts receivable Interest receivable Taxes receivable Due from other funds Due from Redevelopment Agency Total Assets Llabllltlee: Accounts payable Deposits Deferred compensation payable Special assessment bond reserve Total Liabilities COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES ALL AGENCY FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 1990 Balance Balance July 1, 1989 Additions Deletions June 30, 1990 6,745 39 $ 217,779 660 574 $ 28,087 613 $ 196,437 86 574 6,784 $ 219,013 $ 28,700 $ 197,097 1,885 $ 4,899 219,013 $ 6,784 $ 219,013 $ 9,765,637 88,822 17,889 136,980 986,827 $ 10,996,155 $ 1,885 5,173,303 1,223,766 4,597,201 $ 10,996,155 1,885 4,899 21,916 28,700 197,097 197,097 $ 7,079,122 $ 4,789,137 $ 12,055,622 20,112 108,934 36,754 18,463 36,180 20,686 - 20,686 53,884 83,096 851,748 986,827 851,748 $ 8,008,422 $ 5,957,245 $ 13,047,332 $ - $ 1,685 $ - 1,612,344 787,620 5,998,027 212,964 1,436,730 6,183,114 5,167,740 5,612,575 $ 8,008,422 $ 5,957,245 $ 13,047,332 86 This page intentionally left blank. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 GENERAL FIXED ASSETS ..2rTic) 1 1 1 1 1 1 1 i 1 1 1 i 1 1 i 1 1 1 1 1 1 1 1 1 cn tTI y cn This page intentionally left blank. all MI IS MI I M I OM M OM — OM M IS _ a a a IS General Fixed Assets: Land Building Improvements Improvements other than buildings Equipment and vehicles Furniture and fixtures Assets acquired under a capital lease Construction In progress Total General Fixed Assets Investment In General Fixed Assets CITY OF RANCHO CUCAMONGA Schedule 16 STATEMENT OF GENERAL FIXED ASSETS JUNE 30, 1990 87 June 30, 1990 1989 $ 33,134,093 $ 29,300,945 3,824,128 3,708,497 4,221,538 6,344,476 5,134,319 2,314,001 377,728 925,969 677,066 23,005,106 14,829,935 $ 73,769,311 $ 54,028,490 $ 73,769,311 $ 54,028,490 Function and Activity General Government: City manager Personnel City clerk Administrative services Planning Building and safety General city facilities Assessment administration Total Public Safety Engineering and Public Works Community Services Community Redevelopment Fire Protection Total General Fixed Assets Allocated to Functions Construction In Progress Total CITY OF RANCHO CUCAMONGA SCHEDULE OF GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY JUNE 30, 1990 Land 1,003,261 1,003,261 Buildings Improvements Improvements other than Buildings 680,716 9,789 690,505 617,402 399,241 26,013,940 1,900,767 4,165,827 5,483,978 15,512 833,615 55,711 $ 33,134,093 $ 3,824,128 $ 4,221,538 88 Equipment and Vehicles $ 11,286 $ 8,670 68,995 248,120 160,966 131,496 322,402 294,038 1,245,973 163,721 2,228,596 397,844 1,453,139 1,944,893 $ 7,434,166 Furniture and Fixtures 2,079 3,429 10,417 9,959 9,747 6,764 46,291 3,129 Schedule 17 Total $ 13,365 12,099 79,412 258,079 170,713 138,260 2,052,670 306,956 91,815 3,031,554 15,500 65,036 1,977,929 163,721 3,260,739 32,543,414 8,970,757 2,794,020 $ 2,150,280 50,764,205 23,005,106 $73,769,311 IS N M M 1101 M E MI MI MI MI E NM N IIIII INN MIN STATISTICAL SECTION 1 I 1 I 1 1 1 1 I 1 1 I 1 1 1 1 1 1 1 1 NOI ID3S 1VDJISLLVIS This page intentionally left blank. IIMIIa a I Fiscal Year 1980-81 1981-82 (2) 1982-83 1983-84 1984-85 1985436 1986-87 1987-88 1988-89 1989-90 (1) (2) (3) I M In E M MI la a= MI NM CITY OF RANCHO CUCAMONGA GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION LAST TEN FISCAL YEARS General Public Government Safety $ 1,277,886 $ 2,303,019 $ 2,397,097 2,413,992 1,718,618 2,631,001 1,814,653 2,922,292 2,257,929 3,417,999 3,994,845 4,140,150 3,437,497 4,311,304 5,496,299 6,855,023 8,531,326 6,117,980 11,890,911 6,933,276 Engineering and Public Works 3,988,871 (3) 7,769,525 7,329,039 Community Development $ 3,782,190 4,312,563 9,033,156 4,525,590 7,882,070 15,071,893 13,755,081 5,609,291 3,717,641 8,882,083 Community Services Public Safety Fire Proteclbn $ 304,598 $ - 316,177 2,041,787 387,230 - 495,120 - 1,831,248 - 2,514,684 1,474,217 1,228,413 4,763,673 1,436,387 5,306,337 Included all Governmental Fund Type - General, Special Revenue, Debt Service and Capital Projects Funds. Beginning fiscal year 1981-82, the data presented represents all City activities for which tho City Council has oversight responsibilities with which became a component unit July 1, 1989 and for which only 1988-89 and current data was available Expenditures for the fiscal year 1987-88 end prior are functionally classified as presented In the financial classified differently to show more details as presented in the financial statements. 89 statements for those years. $ Debt Service Maas Capital Outlay $ 68,716 273,338 71,622 1,727,809 2,490,634 3,177,404 393,882 3,038,650 31,898 6,065,219 8,557,666 8,545,419 29,425,814 14,566,918 30,394,512 60,497,913 28,608,963 the exception of Expenditures tor Exhibit 1 Total $ 7,667,693 9,508,545 15,769,522 13,868,208 17,624,404 28,108,684 38,641,451 61,394,934 77,089,988 128,884,909 the Rancho Cucamonga Fire District fiscal year 1987-88 and later have 1I CITY OF RANCHO CUCAMONGA Exhibit 2 GENERAL GOVERNMENT REVENUE BY SOURCE LAST TEN FISCAL YEARS Use of Money Fiscal Taxes & Licenses & Charges for and Fines & Development Year Assessments Permits Interoovernmental Services Property Forfeitures Fees Other Total 1980-81 $ 2,772,321 $ 607,398 $ 3,781,713 $ 1,708,478 $ 610,524 $ 94,162 $ $ 35,726 $ 9,610,322 1981-82 (2) 3,345,523 474,793 2,880,986 1,456,192 912,734 123,989 5,297 9,199,514 1982-83 4,210,654 655,278 3,156,781 2,278,338 2,113,655 132,327 848,000 228,408 13,623,441 1983-84 5,440,863 1,302,362 3,014,847 4,779,923 1,198,562 115,272 2,030,281 17,882,110 1984-85 6,814,554 3,328,761 4,108,452 4,459,816 1,888,460 147,100 134,498 20,881,641 1985-86 12,326,906 3,833,519 3,891,343 2,372,990 3,735,938 147,743 7,085,930 (3) 485,614 33,879,983 1986-87 16,877,008 3,388,450 2,790,180 3,141,610 5,905,621 184,847 5,243,109 90,135 37,620,960 1987-88 21,503,933 2,548,542 5,336,914 3,656,466 5,845,097 256,861 9,245,745 4,210,787 52,604,345 1988-89 27,187,188 2,902,943 8,453,551 4,601,110 8,593,643 264,831 8,828,353 2,413,640 63,245,259 1989-90 33,133,576 1,996,471 10,697,053 4,234,198 8,974,131 308,389 3,922,496 520,326 63,786,640 (1) Includes all governmental fund types - General, Special Revenue, Debt Service and Capital Projects Funds. (2) Beginning fiscal year 1981-82, the data presented represents all City activities for which the City Council has oversight responsibilities with the exception of the Rancho Cucamonga Fire District which became a component unit July 1, 1989 and for which only 1988-89 and current data was available. (3) Classified as Charges for Services prior to fiscal year 1985-86. Source: Annual Audit Report so a ■110 S MN NB MO SI 1111 11111_*— E 1111_ NI NM MI I N N IS MI N V— a la a a N MI MO N a—_ s CITY OF RANCHO CUCAMONGA Exhibit 3 ASSESSED VALUATION OF ALL CfTY PROPERTY LAST TEN FISCAL YEARS Business Fiscal Secured Public Total Unsecured Property Homeowners Inventory Net Taxable Year Property Utility Secured Property Total Full Cash Value Exemptions Exemption Exemption Value 1980-81 $ 307,256,805 $ 39,045,060 $ 34E301,865 $ 17,648,555 $ 363,950,420 $ 1,455,810,680 $ 1,384,585 $ 18,981,710 $ - (1) $ 343,584,125 1981-82 (2) 1,412,737,197 180,686,750 1,593,423,947 86,325,665 1,679,749,612 1,679,749,612 6227,155 82,426,620 1,591,095,837 1982-83 1,552,756,169 184,209,640 1,736,965,809 101,767,808 1,638,733,617 1,838,733,617 6,635,231 83,043,407 - 1,749,054,979 1983.84 1,567,696,310 202,136,680 1,769,832,990 114,035,078 1,883,868,068 1,883,868,068 9,861,572 83,443,173 1,790,563,323 1984-85 1,596,947,266 208,023,560 1,806,970,826 112,420,166 1,919,390,992 1,919,390,992 9,586,512 85,013,309 1,824,791,171 1985-86 1,853,061,958 212,438,710 2,065,500,668 103,129,894 2,168,630,562 2,168,630,562 11,199,039 68,979,788 2,068,451,735 1986-87 2,678,753,824 311,258,610 2,990,012,434 151,427,130 3,141,439,564 3,141,439,564 • (3) 95,133,356 - 3,046,306,208 1987-88 3,276,453,488 311,545,190 3,587,998,678 175,043,138 3,763,041,816 3,763,041,816 - (3) 102,509,009 - 3,660,532,807 1988-89 3,842,089,811 6,603,300 3,848,693,111 212,624,063 4,061,317,174 4,061,317,174 - (3) 113,470,203 - 3,947,846,971 1989-90 4,863645,245 6,744,546 4,670,389,791 251,517,317 4,921,907,108 4,921,907,108 - (3) 119,705,841 - 4,802,201,267 Note: As of 1981-82, assessed valuation is based on 100 percent of full market value, rather than 25 percent, as in prior years. (1) Changes In State Law mandated a 100 percent exemption of assessed valuation, (2) Beginning in fiscal year 1981-82, the date presented represents all City activities for which the City Council has oversight responsibliities with the exception of the Rancho Cucamonga Fire District which became a component unit July 1, 1989 and for which only 1989-90 data was available. (3) New report format for the County of San Bernardino precludes this category. Source: County of San Bernardino Auditor -Controller 91 CITY OF RANCHO CUCAMONGA Exhibit 4 PROPERTY TAX LEVIES AND COLLECTIONS Percent Fiscal Total Tax Total Tax of Levy Year Lew Collection Collected 1980-81 $ 711,705 $ 590,311 83 % 1981-82 816,516 669,836 82 1982-83 894,853 830,813 93 1983-84 867,949 762,595 88 1984-85 931,859 942,701 101 1985-86 1,007,000 943,700 94 1986-87 1,106,392 1,148,006 103 1987-88 1,280,269 1,383,181 108 1988-89 1,333,498 1,399,699 105 1989-90 1,944,806 2,052,267 106 Note: The County of San Bernardino does not provide sufficient information to determine what portion of total collections represent delinquent taxes and interest and penalties on those delinquencies. Source: Finance Department, County of San Bernardino - Auditor Controller 92 a NE E 11N1 IIMI NM 11111 E e N MN 11111 11111 N 1 I MN NS 1115 N_ I-- a UN I-111111 11111 11111 111M1 M 11111 11111 NMI IS CITY OF RANCHO CUCAMONGA PROPERTY TAX RATE - ALL OVERLAPPING GOVERNMENTS LAST TEN FISCAL YEARS Exhibit 5 Chino Basin City of Schools County Cucamonga Metropolitan Municipal Rancho Total Fiscal Tax Tax County Water W.D. Cucamonga Tax Year Rate Rate W.D. District Tax Rate Tax Rate Rate 1980-81 .3167 4.000 .0876 .0890 .0560 .0493 4.5986 1981.82 (1) .0687 1.000 .0200 .0211 .0130 .0493 1.1721 1982-83 .0817 1.000 .0181 .0189 .0118 .0493 1.1798 1983-84 .0732 1.000 .0184 .0258 .0113 .0493 11780 1984-85 .0539 1.000 .0121 .0174 .0099 .0493 1.1426 1985-86 .0394 1.000 .0106 .0164 .0087 .0493 1.1244 1986-87 .0361 L000 .0111 .0148 .0071 .0493 1.1184 1987-88 .0471 1.000 .0145 .0164 .0066 .0493 1.1339 1988-89 .0407 1.000 .0141 .0110 .0046 .0493 1.1197 1989-90 .0435 1.000 .0164 .0121 .0038 .0493 1.1251 (1) For fiscal years 1981-82 and thereafter, assessed valuation of property is stated at 100 percent of market value, formerly 25 percent. In years prior to this, the tax was per $100 of assessed valuation; therefore in this and subsequent years, the rate was reduced appropriately to adjust for this conversion. Source: County of San Bernardino Auditor -Controller 93 CITY OF RANCHO CUCAMONGA SPECIAL ASSESSMENT COLLECTIONS LAST TEN FISCAL YEARS Exhibit 6 Total Current Ratio of Outstanding and Prior Collections Current & Fiscal Assessments Assessments to Amount Delinquent Year Due Collected Due Assessments 1980-81 $ $ - % $ - 1981-82 1982-83 1983-84 - 1984-85 1985-86 (1) 2,796,594 2,770,682 99.07 25,912 1986-87 3,393,052 3,393,052 100.00 1987-88 3,575,299 3,451,700 96.54 123,599 1988-89 3,304,823 3,216,001 97.31 88,822 1989-90 3,619,774 3,599,088 99.43 20,686 (1) Formation of Special Assessment Districts Source: Finance Division, Resource Center 94 11111 11111 PM M MB E 111111 I MN N 111111 111111 1 IIMI 11111 E M 11111 NM M _ M I — N N N a In a N MN en I N 11111 CITY OF RANCHO CUCAMONGA DIRECT AND OVERLAPPING BONDED DEBT 1989-90 Assessed Valuation: $ 4,921,907,108 DIRECT AND OVERLAPPING BONDED DEBT: San Bernardino County Building Authorities San Bernardino County Free Library Authority Metropolitan Water District Chino Basin Municipal Water District Certificates of Participation Chino Basin Municipal Water District Authority Chaffey Jt. Union High School District Certificates of Participation Alta Loma School District Central School District Cucamonga School District Cucamonga County Water District Cucamonga County Water District, I.D. #1963-1 Cucamonga County Water District, I.D. #2 Cucamonga County Water District, I.D. #5 Rancho Cucamonga Redevelopment Agency Etiwanda School District Certificates of Participation Etiwanda School District Community Facilities District #1 & #2 Other School District & Certificates of Participation City of Rancho Cucamonga Certificates of Participation City of Rancho Cucamonga Community Fac. Dist. #84-1 City of Rancho Cucamonga Community 1915 Act Bonds Total Gross Direct and Overlapping Bonded Debt Less: Cucamonga County Water District, I.D. #2, (100% self-supporting) Total Net Direct and Overlapping Bonded Debt Percent Debt Applicable June 30, 1990 7.760 % 10.789 0.521 18.782 18.782 37.701 99.345 97.979 42,891 89.011 94.012 100.000 94.960 100.000 80.172 100.000 various 100.000 100.000 100.000 95 $ 22,651,641 58,234 3,740,443 4,909,614 848,946 4,071,708 6,084,881 1,846,904 5,953,065 867,857 437,155 30,000 5,066,258 107, 780, 000 1,691,629 7,395,000 30,933 8,145,000 17,000,000 14,540, 000 $ 213,149,268 (30,000) $?13119268 Direct Debt Total Gross Debt Exhibit 7 0.54 % 3.55 Total Net 3.55 SHARE OF AUTHORIZED AND UNSOLD Metropolitan Water District $ 260,500 Alta Loma School District $ 7,545,253 Cucamonga School District $ 321,683 STATE SCHOOL BUILDING AID REPAYABLE AS OF JUNE 30, 1990: $ 9.840,958 Assessed valuation Debt limit - 150 of assessed valuation Amount of debt applicable to debt limit: Total bonded debt Other debt Less assets in Debt Service Fund available for payment of principal Legal Debt Margin Source: Finance Department CITY OF RANCHO CUCAMONGA Exhibit 8 LEGAL DEBT MARGIN (GENERAL OBLIGATION BONDS) JUNE 30, 1990 $ 4.92190 i $ 738,286,067 $ 738.286.067 Note: The City has no general obligation bonds outstanding; however, revenue bond indebtedness has been issued by the Rancho Cucamonga Redevelopment Agency. See Direct and Overlapping Bonded Debt for information on these bonds. 96 E WM al I MI 1111 1111 111111 1 11111 N N E 11111 1111 MN EN 1111 ININ I- N N N NM M NM NM -- MN MN I S_ N INI CITY OF RANCHO CUCAMONGA Exhibit 9 BUILDING PERMITS Number of Permits Issued 1980-81 1981-82 1982-83 1983-84 1984-85 1985-86 1986-87 1987-88 1988-89 1989-90 July 471 402 244 669 1,102 993 1,773 1,425 1,232 428 August 506 340 301 831 543 726 1,587 1,769 1,751 459 September 405 351 177 701 778 741 1,064 1,547 1,373 351 October 478 230 222 785 665 1,149 2,219 1,084 1,941 512 November 352 186 429 456 541 676 1,126 837 1,470 358 December 350 188 211 283 437 1,007 1,289 848 1,068 268 January 275 150 205 387 918 871 1,742 973 1,448 337 February 336 177 183 533 879 888 1,455 1,246 1,167 359 March 398 321 299 470 1,122 1,033 1,775 1,820 1,689 410 April 435 305 415 475 1,106 1,736 1,468 1,225 1,649 396 May 318 282 539 1,130 980 1,389 1,294 1,708 1,927 372 June 453 307 687 1429 1,005 1,720 1,577 1.981 1.964 408 Total 4.777 3p,239 3.912 8.149 10.076 j 2 929, 18.369 16 4¢3 18 679 4.658 Source: Building & Safety Division 97 CITY OF RANCHO CUCAMONGA CONSTRUCTION ACTIVITY BUILDING PERMIT VALUATION Exhibit 10 1980-81 1981-82 1982-83 1983-84 1984-85 1985-86 1986-87 1987-88 1988-89 1989-90 July $ 3,186,408 $ 2,111,896 $ 1,790,975 $ 16,930,707 $ 23,038,404 $ 19,693,799 $ 41,935,297 $ 26,616,322 $ 19,353,555 $ 10,089,602 August 5,951,303 697,993 1,570,274 5,020,250 9,800,414 10,733,282 22,952,820 42,574,167 30,200,101 23,460,230 September 1,080,900 1,462,426 4,644,757 3,937,212 12,394,158 10,170,567 24,218,811 31,918,086 24,268,160 22,479,041 October 5,337,366 8,346,268 1,825,297 5,499,104 7,520,086 24,441,420 9,885,316 20,870,494 48,782,828 23,647,235 November 4,314,455 604,786 6,244,236 12,439,028 10,131,349 12,130,504 14,416,666 24,547,794 17,614,217 11,332,216 December 3 713,356 2,368,541 280,557 4,410,307 34,605,218 27,198,114 25,215,286 12,117,584 16,056,186 10,147,202 January 7,505,704 482,708 839,542 6,725,715 19,387,782 18,631,075 30,521,731 17,568,702 24,774,598 15,816,216 February 3,208,812 534,729 2,614,266 13,483,350 10,487,888 19,694,626 12,217,137 31,608,519 38,792,235 23,738,389 March 2,509,957 2,118,103 19,759,621 20,793,466 15,417,025 68,128,752 33,979,691 43,663,631 47,229,360 16,484,505 April 3,282,760 5,577,759 45,310,933 8,471,885 31,011,776 46,864,584 41,009,272 10,056,772 35,861,166 9,156,809 May 4,880,902 800,634 4,594,041 17,192,227 17,444,011 20,490,492 10,459,244 32,375,301 34,206,959 9,498,383 June 1,977,572 1,591,932 9,976,858 25,610,524 9,462,001 37,129,540 24,066,664 56,408,374 60298,893 22,989,440 Total $ 46.949.49] $ 26.697 775 $ 99.451.357 $ L40513,725 $ 200.700 112 $ 315.306 75 $ men= 935 $ P50,32. 746 $ 3.91.428.25a $ 1.9 839.268 Source: Building & Safety Division 98 1111111 ION Ell MIN NM M VIII a a MO INN Mil MINI NMI EMI Mil MIMI E IMO 111111 NB NM EN MN- M I N N 1 I- NE S N I I IN CITY OF RANCHO CUCAMONGA Exhibit 11 DEMOGRAPHIC STATISTICS City Average Annual San Bernardino Population City Population County as Percent Year Population Percent Chanaes Population Of County 1981 56,664 2.6 % 919,622 6.2 % 1982 58,592 3.4 954,451 6.2 1983 59,832 2.1 985,880 6.1 1984 61,658 3.1 1,014,481 6.1 1985 64,479 6.2 1,053,771 6.2 1986 73,842 12.8 1,110,500 6.6 1987 80,420 8.9 1,167,175 6.9 1988 94,614 17.7 1,202,695 7.9 1989 104,727 9.5 1,286,210 8.1 1990 114,954 9.8 1,423,800 8.1 Source: (1) U.S. Bureau of Census, California Department of Finance (2) City of Rancho Cucamonga, Planning Department 99 CITY OF RANCHO CUCAMONGA Exhibit 12 PRINCIPAL TAXPAYERS (1) JUNE 30, 1990 Taxpayer Tvbe of Business Dayton Hudson Retail Tamco Manufacture of Steel Billets General Dynamics Weaponry K -Mart Retail Ampac Manufacture Concrete Pipe Alpha Beta Co. Supermarket Stater Bros. Supermarket Builders Emporium Retail Mobil Oil Corporation Service Station Ameron, Inc. Manufacture Reinforcing Steel (1) Based on sales tax revenues. Source: State Board of Equalization 100 l MII IIIIII = M MB E NM IIIIII MI IIIIII E 1 E I NM N MN NM N I M MO M— IS NM la MB_ I W I I In S MO MO Coverage Auto Insurance Lease/Purchase Vehicles only Auto Insurance Owned vehicles only Crime Policy Liability Insurance Excess Liability Property Insurance Special Events Workers Compensation Source: Risk Management Division CITY OF RANCHO CUCAMONGA Limit $ 100,000 $ 100,000 $ 100,000 $ 5,000,000 $ 5,000,000 Varies for each location $ 2,000,000 INSURANCE AS OF AUGUST 16, 1990 Company Commercial Union CAR025933 Self Insured Aetna Life & Casualty 86 BU 100524391 BCA California Municipal Insurance Authority Lexington Insurance Company 556-7063 Employers Mutual Casualty Company 9A6-15-68-90 Fireman's Fund Insurance Company California Municipal Insurance Authority 101 Exhibit 13 Remarks One year policy $51,226 annual premium Expires 11/30/90 Reserve set up to pay claims Three year policy $1,335.00 annual premium Expires 6/1/92 Three year policy $338,780 annual premium Expires 7/1/91 Public Officials Insurance included Self insurance retention of $100,000 on each liability claim One year policy $48,972.50 annual premium Expires 7/1/91 One year policy $9,989.91 annual premium Expires 9/8/90 One year policy $251.65 annual premium Expires 7/1/91 One year policy $209,948.47 annual premium Expires 7/1/91 CITY OF RANCHO CUCAMONGA Exhibit 14 MISCELLANEOUS STATISTICAL INFORMATION Date of Incorporation November 22, 1977 Type of City General Law Form of Government Council Manager Area 37 Square Miles Population 114,954 Number of Street Lights 6,524 Miles of Streets 410 Number of Signals 68 Fire Protection: Rancho Cucamonga Fire District Number of Stations 3 Number of Firefighters and Officers 57 Police Protection Contracted with San Bernardino County Number of Stations Number of Sworn Officers 1 74 Recreation and Culture: Number of Parks 16 with 161 acres Source: Community Development Department, Community Services Department 102 1111111 1 IIS SI NM MN 11111 NB I INI1 In EN 11111 11111 11111 MO MI MN NM