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Village CAFR For Year Ended April 30, 1987 (2)ANNUAL REPORT I VILLAGE OF DDDNODLD9 RL11 0 t COMPREHENSIVE � ANNUAL FINANCIAL REPORT t FOR THE FISCAL YEAR ENDED APRIL 30, 1987 i T PREPARED BY GEORGE VALENTINE FINANCE DIRECTOR VILLAGE OF DEERFIELD, ILLINOIS. � TABLE OF CONTENTS PAGE INTRODUCTORY SECTION Principal Officials i Organizational Chart ii Certificate of Achievement for Excellence in Financial Reporting iii Letter of Transmittal iv -ix FINANCIAL SECTION AUDITORS' REPORT ON THE FINANCIAL STATEMENTS 1-2 COMBINED STATEMENTS - OVERVIEW ("Liftable" General Purpose Financial Statements) Combined Balance Sheet - All Fund Types and Account Groups 3 Combined Statement of Revenues, Expenditures, and Changes in Fund Balances - All Governmental Fund Types 4 Combined Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual - General, Special Revenue, and Debt Service Fund Types 5 Combined Statement of Revenues, Expenses, and Changes in Retained Earnings/Fund Balances - All Proprietary and Fiduciary (Pension Trust) Fund Types 6 Combined Statement of Changes in Financial Position All Proprietary and Fiduciary (Pension Trust) Fund Types 7 Notes to the Financial Statements 8-39 FINANCIAL STATEMENTS OF INDIVIDUAL FUNDS GOVERNMENTAL FUND TYPES GENERAL FUND General Fund Financial Statements Balance Sheet 40 Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual 41 TABLE OF CONTENTS (CONT.) PAGE FINANCIAL SECTION (CONT.) GOVERNMENTAL FUND TYPES (CONT.) GENERAL FUND (CONT.). Supplemental Statements Statement of Revenues - Budget and Actual 42 Statement of Expenditures - Budget and Actual 43-45 SPECIAL REVENUE FUNDS All Funds Financial Statements Combining Balance Sheet 46 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 47 Municipal Audit Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual 48 Emergency Services Disaster Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual 49 Youth Bound Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual 50 Library Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual 51 Supplemental Statements Statement of Expenditures - Budget and Actual 52 1 1 'I TABLE OF CONTENTS (CONT.) FINANCIAL SECTION (CONT.) GOVERNMENTAL FUND TYPES (CONT.) SPECIAL REVENUE FUNDS (CONT.) Street and Bridge Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Supplemental Statements Statement of Expenditures - Budget and Actual Illinois Municipal Retirement Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Public Benefit Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Federal Revenue Sharing Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Motor Fuel Tax Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Transportation Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual PAGE 53 54-58 59 W 61 62 63 1 1 1 1 1 1 1 1 1 i 1 1 1 1 1 1 TABLE OF CONTENTS (CONT.) FINANCIAL SECTION (CONT.) GOVERNMENTAL FUND TYPES (CONT.) SPECIAL REVENUE FUNDS (CONT.) Street and Bridge Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Supplemental Statements Statement of Expenditures - Budget and Actual Illinois Municipal Retirement Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Public Benefit Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Federal Revenue Sharing Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Motor Fuel Tax Fund Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Transportation Fund .Financial Statements Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual PAGE 53 54-58 59 .E 61 62 63 1 1 1 t l 1 1 1 t 1 1 1 1 1 1 i 1 1 TABLE OF CONTENTS (CONT.) PAGE FINANCIAL SECTION (CONT.) PROPRIETARY FUND TYPES (CONT.) ENTERPRISE FUNDS (CONT.) Water Fund Financial Statements Balance Sheet 74 Statement of Changes in Retained Earnings - Reserved - Restricted Accounts 75 Statement of Revenues, Expenses, and Changes in Retained Earnings - Unreserved - Budget and Actual 76 Supplemental Statements Statement of Operating Expenses - Budget and Actual 77-79 Statement of Fixed Assets and Depreciation 80 Sewerage Fund Financial Statements Balance Sheet 81 Statement of Revenues, Expenses, and Changes in Retained Earnings - Unreserved - Budget and Actual 82 Supplemental Statements Statement of Operating Expenses - Budget and Actual 83-85 Statement of Fixed Assets and Depreciation 86 Refuse Fund Financial Statements Balance Sheet 87 Statement of Revenues, Expenses, and Changes in Retained Earnings - Budget and Actual 88 Commuter Parking Lot Fund Financial Statements Balance Sheet 89 Statement of Revenues, Expenses, and Changes in Retained Earnings - Budget and Actual 90 Supplemental Statements Statement of Operating Expenses - Budget and Actual 91 Statement of Fixed Assets and Depreciation 92 TABLE OF CONTENTS (CONT.) PAGE FINANCIAL SECTION (CONT.) PROPRIETARY FUND TYPES (CONT.) INTERNAL SERVICE •FUND Garage Fund Financial Statements Balance Sheet 93 Statement of Revenues, Expenses, and Changes in Retained Earnings - Budget and Actual 94 Statement of Changes in Financial Position 95 Supplemental Statements Statement of Operating Expenses - Budget and Actual 96 FIDUCIARY FUND TYPES TRUST AND AGENCY FUNDS All Funds Financial Statements Combining Balance Sheet 97 Statement of Revenues, Expenses, and Changes in Fund Balance - Budget and Actual (Pension Trust Fund) 98 Statement of Changes in Financial Position (Pension Trust Fund) 99 Combining Statement of Changes in Assets and Liabilities (Agency Funds) 100 ACCOUNT GROUPS GENERAL FIXED ASSETS ACCOUNT GROUP Financial Statements Statement of General Fixed Assets 101 Supplemental Statements Statement of General Fixed Assets - By Function and Activity 102 Statement of Changes in General Fixed Assets - By Function and Activity 103 1 i 1 1 1 1 1 1 1 i 1 1 1 1 1 1 1 TABLE „OF CONTENTS (CONT.) PAGE FINANCIAL SECTION (CONT.) ACCOUNTS GROUPS (CONT.) GENERAL LONG-TERM DEBT ACCOUNT GROUP Financial Statements Statement of General Long -Term Debt 104 SUPPLEMENTARY DATA Combined Statement of Cash and Investments 105 Long -Term Debt Requirements Sewerage Improvement Bond Series of 1973 106 Sewerage Treatment Facilities Bond Series of 1973 107 Corporate Purpose Bond Series of 1983 108 Corporate Purpose Bond Series of 1982 109 Corporate Purpose Bond Series of 1982-A 110 Corporate Purpose Bond Series of 1986 111 Water Revenue Bond Series of 1960 112 Water Revenue Bond Series of 1959 113 Statement of Officer's Deposits (Police Pension Fund) 114 Statement of Insurance in Force 115 STATISTICAL SECTION General Governmental Expenditures by Function - Last Ten Fiscal Years 116 General Governmental Revenues By Source - Last Ten Fiscal Years 117 Property Tax Assessed Valuations, Rates, Extensions and Collections - Last Ten Fiscal Years 118 Assessed and Estimated Actual Values of Taxable Property - Last Ten Fiscal Years 119 Property Tax Rates - All Overlapping Governments - Last Ten Fiscal Years 120 TABLE OF CONTENTS (CONT.) PAGE STATISTICAL SECTION (CONT.) Special Assessment Collections - Last Ten Fiscal Years 121 Ratio of Net General Bonded Debt to Assessed Value and Net Bonded Debt Per Capita - Last Ten Fiscal Years 122 Statement of Legal Debt Margin 123 Statement of Direct and Overlapping Debt 124 Ratio of Annual Debt Service Expenditures for General Bonded Debt to Total General Governmental Expenditures - Last Ten Fiscal Years 125 Statement of Revenue Bond Coverage - Water and Sewer Bonds - Last Ten Fiscal Years 126 Demographic Statistics - Last Ten Fiscal Years 127 Property Value, Construction, and Bank Deposits - Last Ten Fiscal Years 128 Principal Taxpayers 129 Miscellaneous Statistics 130 11 rI � Introductory Section 1 .11 .1 u VILLAGE OF DEERFIELD, ILLINOIS PRINCIPAL OFFICIALS APRIL 30, 1987 LEGISLATIVE VILLAGE BOARD OF TRUSTEES Bernard Forrest, President Harriet Rosenthal Edwin B. Seidman James L. Marovitz Vernon E. Swanson Cynthia J. Marty J. Robert York Naomi S. Clampitt, Clerk ADMINISTRATIVE Robert Franz, Village Manager FINANCE DEPARTMENT George Valentine, Director of Finance/Treasurer i U �Z O LULU 0 � 0Z Og >� mO Q U 0 �C/3 U W 0w wm J m 03 LU V 0 � m� O ~ �z > a. Q C Y w J U W C7 Q J J C7 z Z V N Ln z U ZW V W OZ U� a'> Z W O N > Ul w Li- Z z m> �0 ZZ Q °° °'am. z W a N z� W a in Z Z V Z U Z 2 w Z> N F- J Z Z Z ww 00 U �w J_ c O `�' UO �Z w am (L U. m Q a Z J w C Y m O �cn F- ww H U -j¢ w gU } w U_ I—W Q O ¢H Q w w =w OZ 0 w J N t1> > Z to Q O m � Q U- a w Z ~z �w a¢ � < _ N z Z Q 1- Q wZ 2J m U� V— Ow Uw O Q Q v W Z U Z �-- W w Z Z ~ W Z J Z Q V Z N ¢U Z O m = Z O U w ¢ Ln w >- 1— U lL m Q Z �-- w w aw.. CL H N Ln Z O Z O La Z w U OJ F- _ a =w a: V F' V U ate,. w ate. CL v~i LU w w aC V) > w W Z Q L] U ii Cer-t1-flcate of Achievement for Excellence in Financial _Reporting Presented to Tillage of Deerfield, Illinois For its Comprehensive Annual Financial Report for the Fiscal Year Ended April 30, 1986 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to governmental units and public employee retirement systems whose comprehensive annual financial reports (CAFR's) are judged to substantially conform to program standards. �E OFF W/UNII[0 SiAIFS� N f i c N oA o President 6� CORVOIU11014 a � S EAL,: �� Executive Director �1 1 11 I� u L 850 WAUKEGAN ROAD October 20, 1987 Mr. Robert Franz, Village Manager I I Ill DEERFIELD, 945.5000 NOIS ILLINOIS 60015 Village of Deerfield Deerfield, Illinois 60015 Dear Mr. Franz: The Comprehensive Annual Financial Report of the Village of Deerfield for the fiscal year ending April 30, 1987, is submitted herein. This report was prepared by the Village Finance Department. Responsibility for both the accuracy of the presented data and the completeness and fairness of the presentation, including all disclosures, rests with the Village. The organization and content of this report, including the financial statements, exhibits, and statistical tables, follow the standards for financial reporting recommended by the National Council on Governmental Accounting and its successor, the Government l.Accounting Standards Board. I believe that the data, as presented, is accurate in all material aspects, that it is presented in a manner designed to fairly set forth the financial position and results of operations of the Village as measured by the financial activity of its various funds, and that all disclosures necessary to enab.le the reader to gain the maximum understanding of the Village's financial affairs have been included. Accounting System and Budgetary Control In developing and evaluating the Village's accounting system, consideration is given to the adequacy of internal accounting controls. Internal accounting controls are designed to provide reasonable, but not absolute, assurance regarding: (1) the safeguarding of assets a ainst financial loss from unauthorized use or disposition, and (2� the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognizes that: (1) the cost of a control should not exceed the benefits likely to be derived from it, and (2) the evaluation of costs and benefits requires estimates and judgements by management. All internal control evaluations occur within the above framework. I believe that the Village's internal accounting controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions. iv Budgetary control is maintained at the departmental and subdepartmental level through a system of purchase orders and a monthly reporting system which reports actual versus estimated expenditures for the time period. The Reporting Entity and Its Services This report includes all of the funds and account groups of the Village. It also includes all activities considered to be part of (controlled by or dependent on) the Village as determined by the application of the criteria set forth in "Defining the Governmental Reporting Entity - NCGA Statement 3". In accordance with NCGA Statements 3 and 7, for financial reporting purposes the Village's financial statements include all funds, account groups, departments, agencies, boards, commissions and other organizations over which Village officials exercise oversignt responsibility. Oversight responsibility includes such aspects as appointment of governing body members, budget approval, approval of property tax levies, outstanding debt secured by Village full faith and credit or revenues, responsibility for funding deficits and others. The Village considered the following entities when implementing NCGA Statements 3 and 7. Although these entities are similar in nomenclature and scope of public service, the criteria in Statement 3 did not require the inclusion of these entities in the Village's financial statements as components units principally because the Village does not exercise oversight responsibility over such entities. Listed below are the entities that were considered. Deerfield Bannockburn Fire Proection District Highland Park Mosquito Abatement District North Shore Sanitary District Municipal Insurance Cooperative Agency (reported as proprietary joint venture - Note 5) The Village of Deerfield, Illinois, was incorporated April 14, 1903. The Village operates under a Board -Manager form of government and provides the following services as authorized by its charter: public safety, highways and streets, sanitation, health and social services, cultural, public improvements,. planning and zoning, and general administrative services. Separate reports and financial statements have been prepared for the Police Pension Board and the Public Library Board. These financial statements and reports are also contained within this report which combines all the funds under the Village's jurisdiction. General Governmental Functions Revenues for the General Fund, Special Revenue, and Debt Service Funds a totaled $7,478,586. This is an increase of 14.4% over 1986. Taxes produced 71.9% of general revenues compared to 63.4% last year. Of the amount listed as taxes, $2,784,086 was property tax revenue. The prior Iproperty tax extension was $2,101,602 for an increase of 32.5%. Of the increase of $682,480 in Property Taxes, $597,006 was in Debt Service. Sales Tax is also included in the general category of taxes in the amount of $1,765,031, including $124,805 which represents a one time speedup in the State of Illinois collections process. Without the one time change, Sales Tax increased of 4.5%. 1987 REVENUE Increase Percent (Decrease) Revenue Source Amount of Total from 1986 Taxes $5,337,545 71.9 $1,229,733 Licenses and Permits 576,740 7.7 40,350 Intergovernmental Rev. 346,420 4.6 (205,508) Charges for Services 228,204 3.1 84,164 Fines and Forfeits 257,723 3.4 (131,829) Miscellaneous Revenues 695,954 9.3 (76,359) TOTAL $7,478,586 100.00 $ 940,551 The current year (1985) tax levy collections were approximately 100.5%. Property taxes which are delinquent more than one year are written off; subsequent collections of such taxes are reflected as 'prior year revenues' in the year collected. Allocation of property tax levy by purpose for 1986 and the preceding three levy years is as follows: 1986 1985 1984 1983 Purpose Tax Rate* Tax Rate* Tax Rate* Tax Rate* General Fund .117 .168 .183 .191 Special Revenue Funds .459 .483 .446 .427 General Obligation Debt .414 .467 .232 .207 Pension Trust Funds .064 .067 .062 .060 Enterprise Funds .156 .156 .151 .148 TOTAL TAX RATE* 1.210 1.341 1.074 1.033 *Rate per $100 of equalized assessed valuation Expenditures for General, Special Revenue, and Debt Service Fund purposes totaled $17,803,234, an increase of 288% over the prior year. 1987 EXPENDITURES Increase Percent (Decrease) Function Amount of Total from 1986 end eraTGovernment $ 1,19�4 6.7 $ 33� Public Safety 2,139,940 12.0 113,645 Highways & Street 916,490 5.1 (25,876) Culture & Recreation 805,872 4.5 (51,354) Misc. Expenditures 354,733 2.0 39,653 Debt Service 12,389,555 69.6 11,339,305 TOTAL $17,803,234 100.00 $11,616,677 vi i The Village called its floating rate debt and replaced it with traditional General Obligation Debt. This magnified the Village's Debt Service Fund expenditures by $11,000,000. Without this the 1987 expenditures would appear as below. Increase Percent (Decrease) Function Amount of Total from 1986 General Government $ 1,196,644 17.6 $ 201,314 Public Safety 2,139,940 31.5 113,635 1 Highways & Streets 916,490 13.5 (25,876) Culture & Recreation 805,872 11.8 (51,354) Misc. Expenditures Debt Service 354,733 1,389,555 5.2 20.4 39,653 339,305 TOTAL $ 6,803,234 100.00 $ 616,677 In this case, expenditures for General, Special Revenue, and Debt Service Fund purposes totaled $6,803,234, an increase of 10.5% over the ' prior year. Debt Administration ' The ratio of bonded debt to assessed valuation and the amount of bonded debt per capita are useful indicators of the Village's debt position to municipal management, citizens, and investors. The data for the Village at the end of the 1987 fiscal year is as follows: Outstanding General Obligation Bonds by Issue ' Sewerage Improvement Bonds Series of 1973 $ 400,000 Sewerage Treatment Facility Bonds Series of 1973 800,000 Corporate Purpose Bond Series of 1982-A 350,000 Capital Purpose Bond, Series 1986 10,900,000 TOTAL $129450,000 Other Debt to be Abated from T.I.F. District ' Corporate Purpose 1982 Bond Series of 1982 Corporate Purpose 1983 Bond Series of 1983 $ 450,000 250,000 TOTAL $ 700,000 iGRAND TOTAL BONDED DEBT $13,150,000 Less: DEBT SERVICE FUNDS 1,080,964 ' NET BONDED DEBT $12,069,036 Ratio of Net Debt to Net Debt Amount Assessed Value Per Capita Net Bonded Debt $12,069,036 4.32% $690 I vii 1 Moody's Investor Service upgraded the Village's General Obligation Debt to Aa from A 1 on July 1, 1982. This rating was last confirmed on April 24, 1986. Cash Management Cash temporarily idle during the year was invested in repurchase agreements (Library only), certificates of deposit, and treasury bills. Funds head for the Police Pension Fund are invested in treasury bonds and notes, treasury strip coupons. As of April 30, 1987, the total amount invested by the Village was 99.8% of available funds. The total interest earnings for the year for all funds, including the pension funds, was $1,790,540. For the prior fiscal year, the total amount earned was $1,099,147. General Fixed Assets The General Fixed Assets of the Village are those fixed assets used on the performance of general governmental functions, excluding the fixed assets of the Enterprise funds. As of April 30, 1987, the general fixed assets of the Village amounted to $4,693,006. This amount represents the original cost or estimated original cost of the assets and is considerably less than their present value. Depreciation of general fixed assets is not recognized in the Village's accounting system. Enterprise Funds The Village's Water Fund had total operating expenses of $1,517,663, depreciation of $335,207. Revenue April 30, 1987, was 6.61. operating revenues of $1,852,870 and or a total operating income before bond coverage for the year ending The Sewerage Fund had operating revenues of $1,098,333, operating ex- penses of $912,051, for an operating income before depreciation of $186,282. The Refuse Fund had operating revenues of $444,063 and operating expenses of $863,790, for an operating loss of $419,727. However, there was a property tax levy for $429,127 for refuse purposes. This revenue source more than adequately covers the operating loss. The commuter parking lots' revenues were $90,953, with operating expenses of $26,214, for an operating income of $64,739. Prospects for the Future The Village's Tax Incremental Financing District #1 (TIF) was founded in June, 1982, to facilitate growth and development in the Lake -Cook corridor portion of the Village, primarily the area known as the Brickyards. The district's increased equalized assessed valuation over its frozen cap has been: 1982 - $4,143,104; 1983 - $7,247,225; 1984 - $19,483,923; 1985 - $26,641,540; 1986 - $31,010,143. This growth has been faster than had been anticipated. Fund Balance Designations The Village is establishing several designations balances. 1 1 1 d 1 1 Fj 1 [ I I 1 of general fund I viii 1 ' Area improvements: Brickyards ($322,000). This design is for the improvements to the area described as the Brickyards. ' Area Im rovements: Downtown ($1,200,000). These funds will be utilized to enable the Village to encourage development/redevelopment in the central business district. Independent Audit ' State statutes require an annual audit of the books of account,. fiscal records and transactions of all administrative departments of the Village by independent certified public accountants selected by the Board of Trustees. This requirement has been complied with, and the auditor's opinion has been included in this report. Certificate of Achievement for Excellence in Financial Reporting The Government Finance Officers Association of the United+ States and Canada (GFOA) awards a Certificate of Achievement for Excellence in ' Financial Reporting to units of government for the comprehensiveness of its financial report. In order to be awarded a Certificate of Achievement for Excellence in ' Financial Reporting, a governmental unit must publish an easily readable and efficiently organized comprehensive annual financial report, whose contents conform to program standards. Such reports must satisfy both ' generally accepted accounting principles and applicable legal requirements. 7 I' The Village was first awarded a Certificate of Achievement for Excellence in Financial Reporting for its April 30, 1984, report, and was also awarded the Certificate for the April 30, 1985, report and April 30, 1986, report. I believe our current report substantially conforms to Certificate of Conformance Program requirements. We are submitting this report to GFOA to determine its continuing eligibility for a certificate. Acknowledgements The preparation of this report on a timely basis could not be accomplished without the efficient and dedicated services of the entire staff of the Finance Department. I would like to express my appreciation to all members of the department who assisted and contributed to its preparation. I would also like to thank the president and members of the. Board of Trustees for their interest and support in planning and conducting the financial operations of the Village in a responsible and progressive manner. Re ectfu11 submitted, George J. Vglen ine Finance Director Village of Deerfield ix Ili � Financial Section 177 L i �] F j� 7- U AUDITOR'S. OPINION 11 7 L _J I ' ' Certified Public Accountants The Honorable Bernard Forrest, Mayor Members of the Board of Trustees Village of Deerfield Deerfield, Illinois ' We have examined the combined financial statements of the Village of Deerfield, Illinois and the combining, individual fund, and account group financial statements of the Village as of and for the year ended April 30, 1987 as listed in the table of contents. Our examination was ' made in accordance with generally accepted auditing standards and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. In our opinion, the combined financial statements referred to above, ' present fairly the financial position of the Village of Deerfield, Illinois at April 30, 1987, and the results of its operations and the changes in financial position of its proprietary fund types and similar trust funds for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. Also, in our opinion, the combining, individual fund, and account group financial statements referred to above, present fairly the financial position of the individual funds and account ' groups of the Village of Deerfield, Illinois at April 30, 1987, and the results of operations of such funds and the changes in financial position of individual proprietary funds and similar trust funds for ' - the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. Bank of Wheaton Building • 211 South Wheaton Avenue • Wheaton, Illinois 60187 9 (312) 665-4510 2 Our examination was made for the purpose of forming an opinion on the ' combined financial statements taken as a whole and on the combining, individual fund, and account group financial statements. The accompany- ing financial information listed as supplemental in the table of contents ' is presented for purposes of additional analysis and is not a required part of the combined financial statements of the Village of Deerfield, Illinois. The information has been subjected to the auditing procedures ' applied in the examination of the combined, combining, individual fund, and account group financial statements and, in our opinion, is fairly stated in all material respects in relation to the combined financial statements taken as a whole. The statistical information listed in the Table of Contents was not examined by us and accordingly, we do not express an opinion thereon. 1 � � ' Karrison & Byrne July 31, 1987 I I 7 L 1 I 11 COMBINED STATEMENTS -OVERVIEW y VILLAGE OF DEERFIELD, ILLINOIS ALL FUND TYPES AND ACCOUNT GROUPS COMBINED BALANCE SHEET APRIL 30, 1987 It! 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K b m H m N of m NJ7 o v F .. u O Oo C O tle O � m C N co o) oml .. ow a)m m C L > N v > O H m .o U iA m m C w u u C .+ W o w m C m r•� v OO OmG L w N of m m m u m N m H '++ N 7 N fA w> C ., w cu e u ur e u o a .. u m m o o" m m N l+ L c 1 u d m u •-� •• m m 1+ 4 M C 7 N N 0 0 m 1+ F G e~o> •-LI m t wy .,N. �; •O T w 01 ow w— T N•O d u w N Ol o, e v w o 4 T P4 m eu u 'H 7 u C C a u w U c:.n w cn m m u N a m a +�. u N o w ro C d d m x •+ •-� O C r+ tm+ •°-+° C C N W O> U' m m C u -a W u •p en ..+ E. E. [A p• m wO m d w •O C m N m m •.+ T > m u D. m •.� C W u a •.u+ C m> C m -a 4) /m+ m U m 6. -a N •-+ N .� m N G. C m C C 0 W m u u c ,� p eU O m m -. -r u w .,a 3 7 01 w u H to u A x •.+ C •H ..a --i u m m w N .--� m v c w obo w a .• u e cu .-� S u u en . a C a oo -+ m C of N + u c O F W U C .H u u m w m m w v b O c -m•� m -+ o -+ F a xrmi a L° c x v u roe w a t~ c4) v w v w c m y c T m >Ha.c�iw o.°i a' u ow e800 a era e� oe� e a w w o 'ki w 1 6 1 VUI AGE OF DEERFIELD, ILL=is ALL PROPRIETARY AND FIDUCIARY PENSION TRUST) FUND TYPES COMBIlSED STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED DKTfNGS - UNRESERVED FUND BALANCE FOR THE YEAR ENDED APRIL 30, 1987 Operating Revenues Taxes Charges for Services Contributions Miscellaneous Total Operating Revenues Operating Expenses Administration Operations Depreciation Benefits and Refunds Miscellaneous Total Operating Expenses Operating Income (Loss) Nonoperating Revenues (Expenses) Interest Income Property Taxes Interest Expense Net Income (Loss) before Operating Transfers Operating Transfers In (Out) Net Income (loss) Retained Earnings - Unreserved/ Fund Balance May 1 April 30 Proprietary Fiduciary Fund Types Fund Types Internal Pension Enterprise Service Trust Totals (Memorandum Only) 1987 1986 $ 180,434 $ 180,434 $ 173,723 $3,373,086 $125,369 3,498,455 2,977,605 99,923 99,923 97,525 113,133 458,868 572,001 476,893 $3,486,219 $125,369 $ 739,225 $4,350,813 $3,725,746 $ 312,189 $ 312,189 $ 251,314 3,007,529 $150,335 3,157,864 2,785,706 298,505 298,505 282,857 $ 100,935 100,935 67,873 99 99 937 $3,618,223 $150,335 $ 101,034 $3,869,592 $3,388,687 $ (132,004) $(24,966) $ 638,191 $ 481,221 $ 337,059 $ 107,256 424,717 (5,738) $ 526,235 - - $ 107,256 $ 95,084 424,717 399,219 (5,738) (7,438) $ 526,235 $ 486,865 $ 394,231 $(24,966) $ 638,191 $1,007,456 $ 823,924 (20,000) - 900 (19,100) (20,000) $ 374,231 $(24,966) $ 639,091 $ 988,356 $ 803,924 1,676,298 16,661 3,772,538 5,465,497 4,661,573 $2,050,529 $ (8,305) $4,411,629 $6,453,853 $5,465,497 See accompanying Notes to the Financial Statements. 11 1 1 1 1 1 1 1 1 t 1 1 1 1 1 H OH E+ Q H A O rZ. aL4 E+ d 00 00 fA O H O. zH zo M .l O f%4cn z -a W a w H Ch A w Z w w� a�z A U U W rZ4 A O O Gs+ E+ >4 pa z d z z x a w H � H �+ Pd < cn w W A rr w x z a H W o U .t r-�- ,�4 '-4 1�- . rn 00 0� 00 0 LA .t r l � N Ln 00 O. n -It tr) ^ tr1 O O. v1 ,--r f� O. 00 r� ON o. rl N 00 r- p 00 00 00 .o 00 M N .0 N n n N •-+ p 00 00 O\ O 00 00 r- .o O N -,t O Lt*) .t O 00 N O N O. O O O W </)- vs yr yr C� yr —4 8 co O a� 'b O G H a7 N Lm r\ O. O. .O n ,00 .O 00 M O O r- ^-r - N O� O M 00 -,t .o O "D Vl O. �t O. aN O N cn 0) 00 M 00 •-+ M M ,-7 (0 00 u'1 trl O� 1-4 (I. -4 -,q -4 Cl) ON .o N ON _ Ln N It It N O N --r O N M N .O -- cn .O O O O W 1-4 M O N N 00 �+ a) G 0% M -4 1-4 N N 00 00 r� L� 0O O Ln -.4 M N .o ca D, • r+ to •�4 H W O m ON M N N u C w M M "'4 Ln to r-I .o .p .p .O to b c a r'+ 44 t? N tr> vT v> M N .o rn .c c It o .O N .O l!1 tr% 't O N N �t .o .-A N N r, p N M v yr yr ar crr r, to .o rn r, o0 M OM OOOun N tr1 r- .O ^-4 .O O It 00 N K1 r-r C. n r, n .-i M O. ­4 Cl) N .O N O V)- v> U) -.4 a) c0 •.•r -W y •,a a) —4 a r- co ar a a) a) A a to ca ++ v aia)zw ca U C $4 p n 41 N C •0 O 7� O 0 cc c�c�bC) 4 a)z O � O to -.4u -4 .,4 • •'O4 $4 C u u (1) w 04 °H`°au • a) W a y CO 41 co ca co ca co i b a a) a) W a) 3 w v $+ W O W H y O a H Pr to U (ON M r- O O. O. N .r .t-.4^y0r- r\ M O ON N O •-4 00 .O Ln .o M n to n 00 t<1 N .t --4 O O. m -4 r1 .0 7 .t 00 y aJ .,a u .4 -4 y ) a 4 to U 41 �, c H o v a. r4 3+ X >+ ty O —4 O t7 a) CO to U PT4 U it to w O a) O a) a) a) a.0-4 m to to En o w CO co aJ 3 b v W u W-4 O Z u �v,w Haarx ca U v ca (1) ya � p u � v � � y a) 9 to � co �-4 a, cn w b ro w 4 � co Z U 7 y r= a, a, a� co u ca -4 u C co C •,4 GZ4 a) L O L y a) z° to rr —4 C ca a 8 0 u U ca v v 1. VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 Summary of Significant Accounting Policies The accounting policies of the Village of Deerfield, Illinois conform to generally accepted accounting principles as applicable to governments. The following is a summary of the more significant policies. A. Reporting Entity and Its Services This report includes all of the funds and account groups of the Village. It also includes all activities considered to be part of (controlled by or dependent on) the Village, as determined by the application of the criteria set forth in "Defining the Governmental Reporting Entity - NCGA Statement 3". In accordance with NCGA Statements 3 and 7, for financial reporting purposes the Village's financial statements include all funds, account groups, departments, agencies, boards, commissions and other organizations over which Village officials exercise oversight responsibility. Oversight responsibility includes such aspects as appointment of governing body members, budget approval, approval of property tax levies, outstanding debt secured by Village full faith and credit or revenues, responsibility for funding deficits and others. The Village considered the following entities when implementing NCGA Statements 3 and 7. Although these entities are similar in nomenclature and scope of public service, the criteria in Statement 3 did not require the inclusion of these entities in the Village's financial statements as component units principally because the Village does not exercise oversight responsibility over such entities. Listed below are the entities that were considered: Deerfield Bannockburn Fire Protection District Highland Park Mosquito Abatement District North Shore Sanitary District Municipal Insurance Cooperative Agency (reported as a proprietary joint venture - Note 5) The Village of Deerfield, Illinois was incorporated April 14, 1903. The Village.operates under a Board/Manager form of government and provides the following services as authorized by its charter: public safety (police), highways and streets, sanitation, health and social services, culture - recreation, public improvements, planning and zoning, and general admini- strative services. 11 I 1 fl 1 J � 9 VILLAGE OFLDEERFIELD,' ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 1. Summary of Significant Accounting Policies (Cont.) B. Basis of Presentation - Fund Accounting The accounts of the Village are organized on the basis of funds and account groups, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self - balancing accounts that comprise its assets, liabilities, fund equity, revenues, and expenditures, or expenses, as appropriate. Government resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The various funds are grouped, in the financial statements in this report, into generic fund types and broad fund categories as follows: GOVERNMENTAL FUNDS General Fund - The General Fund is the general operating fund of the Village. It is used to account for all financial resources except those required to be accounted for in another fund. Special Revenue Funds - Special Revenue Funds are used to account for the proceeds of specific revenue sources (other than special assessments or major capital projects) that are legally restricted to expenditures for specified purposes. Debt Service Fund - Debt Service Funds are used to account for the accumulation of resources for, and the payment of, general long-term debt principal, interest, and related costs. The Debt Service Fund has been treated as a single fund and budgeted in a like manner by the Village. ' Capital Projects Funds - financial resources to be Capital Projects Funds are used to account for used for the acquisition or construction of major capital facilities (other than those financed by Proprietary Funds, Special Assessment Funds, and Trust Funds). Special Assessment Funds - Special Assessment Funds are used to account for the financing of public improvements or services deemed to benefit the properties against which special assessments are levied. PROPRIETARY FUNDS Enterprise Funds - Enterprise Funds are used to account for operations (a) that are financed and operated in a manner similar to private business enterprises - where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the 10 1 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 Summary of Significant Accounting Policies (Cont.) B. Basis of Presentation - Fund Accounting (Cont.) PROPRIETARY FUNDS (CONT.) general public on a continuing basis be financed or recovered primarily through user charges; or (b) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. Internal Service Funds - Internal Service Funds are used to account for the financing of goods or services provided by one department or agency to other departments or agencies of the Village, or to other governments, on a cost -reimbursement basis. FIDUCIARY FUNDS Trust and Agency Funds - Trust and Agency Funds are used to account for assets held by the Village in a trustee capacity or as an agent for individuals, private organizations, other governments, and/or other funds. These include Pension Trust, and Agency Funds. Pension Trust Funds are accounted for in essentially the same manner as proprietary funds since capital maintenance is critical. Agency Funds are custodial in nature (assets equal liabilities) and do not involve measurement of results of operations. ACCOUNT GROUPS General Fixed Assets Account Group - The General Fixed Assets Account Group is used to account for all fixed assets which are not accounted for in Enterprise, Internal Service, or Trust Funds. General Long -Term Debt Account Group - The General Long -Term Debt Account Group is used to account for all long-term debt not accounted for in Special Assessment, Enterprise, Internal Service, or Trust Funds. C. Basis of Accounting Basis of accountingrefers to when revenues and expenditures or expenses P P are recognized in the accounts and reported in the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. F 11, 1 VILLAGE.OF. DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1986 1. Summary of Significant Accounting Policies (Cont.) C. Basis of Accounting (Cont.) All Governmental 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. The Village's share of State -assessed income taxes, gross receipts, and sales taxes are considered "measurable" when in the hands of intermediary collecting governments and are recognized as revenue at that time. Anticipated refunds of such taxes are recorded as liabilities and reductions of revenue when they are measurable and their validity seems certain. Revenues considered to be susceptible to accrual are: Taxes Intergovernmental Revenues Property Motor Fuel Tax Allotments Sales Federal Revenue Sharing Entitlements Income Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred. All Proprietary Funds and Pension Trust Funds are accounted for using the accrual basis of accounting- Their revenues are recognized when they are earned, and their expenses are recognized when they are incurred. Unbilled Waterworks and Sewerage Fund utility service receivables are recorded at year end. Agency Fund assets and liabilities are accounted for on the. modified accrual basis. D. Budgets and Budgetary Accounting rThe Village follows these procedures in establishing the budgetary data reflected in the financial statements: 1. The Village Manager submits to the Board of Trustees a proposed operating budget for the fiscal year commencing the following May 1. The operating budget includes proposed expenditures and the means of financing them. 2. Budget hearings are conducted. ' 3. The budget is legally enacted through passage of an ordinance. 1 4. The budget may be amended by the Board of Trustees. 12 11 1. VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 Summary of Significant Accounting Policies (Cont.) D. Budgets and Budgetary Accounting (Cont.) 5. Budgets are adopted on a basis consistent with generally accepted accounting principles (GAAP). The level of control (level at which expenditures may not exceed budget) is the Fund. Budget lapses at year end. The Village passed a Budget Amendment during fiscal 1987 and the amended budget has been included in the financial statements. Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies.are recorded in order to reserve that portion of the applicable appropriation, is employed. Encumbrances outstanding at year end, if any, are reported as reservations of fund balances since they do not constitute expenditures or liabilities. There were no material encumbrances outstanding at April 30. The following funds adopt annual operating budgets: Fund General Special Revenue Municipal Audit Emergency Services Disaster Youth Bound Library Street and Bridge Illinois Municipal Retirement Public Benefit Federal Revenue Sharing Motor Fuel Tax Transportation Debt Service Debt Service Enterprise Water Sewerage Refuse Commuter Parking Lot Budgetary Basis of Accounting Modified Accrual Modified Accrual Modified Accrual Modified Accrual Modified Accrual Modified Accrual Modified Accrual Modified Accrual Modified Accrual Modified Accrual Modified Accrual Modified Accrual Accrual Accrual Accrual Accrual 7� 11 1 13 ' VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 1 I] 1 I 1 a 1. Summary of Significant Accounting Policies (Cont.) D. Budgets and Budgetary Accounting (Cont.) Fund Internal Service Garage Trust Police Pension E. Assets, Liabilities, and Fund Equity Investments Budgetary Basis of Accounting Accrual Accrual Investments are stated at cost or amortized cost, which approximates market, except for the Deferred Compensation Plan Fund investments which are stated at market value. Inventory Inventory is valued at the lower of cost (first -in, first -out) or market. Inventory is recorded on the basis of a physical count. Fixed Assets and Long -Term 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 on 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 certain improvements other than buildings, including roads, bridges, curbs and gutters, streets and sidewalks, drainage systems, and lighting systems, are not capitalized along with other general fixed assets. No depreciation has been provided on general fixed assets. 1 VILLAGE OF DEERFIELD, ILLINOIS ' NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 Summary of Significant Accounting Policies (Cont.) E. Assets, Liabilities, and Fund Equity (Cont.) Fixed Assets and Long -Term Liabilities (Cont.) 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 fair value on the date donated. 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. The single exception to this general rule is for special assessment bonds, which are accounted for in Special Assessment Funds. The two account groups are not "funds." They are concerned only with the measurement of financial position. They are not involved with measurement of results of operations. Because of their spending measurement focus, expenditure recognition for governmental fund types is limited to exclude 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. All Proprietary Funds and Pension Trust 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. Accumulated depreciation is reported on proprietary fund balance sheets. Depreciation has been provided over the estimated useful lives using the straight line method. The estimated useful lives are as follows: Parking Lot Improvements 20 years Water Systems 40 years Equipment 5-10 years 15 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 1. Summary of Significant Accounting Policies (Cont.) F. Revenues, Expenditures, and Expenses Property Tax Revenue Recognition 1986 property taxes attach as an enforceable lien on January 1, 1986. They are levied in September of the subsequent fiscal year (by passage of a Tax Levy Ordinance). Tax bills are prepared by the County and issued on or about April 30, 1987, and are payable in two installments, on or about June 1, 1987 and on or about September 1, 1987. The County collects such taxes and remits them periodically. , Governmental fund property tax revenues are recognized when they become both measurable and available, in accordance with NCGA Interpretation 3. The 1986 tax levy has been treated as deferred revenue since it is intended to finance the subsequent year's expenditures. Current year's operating statements recognize 1986 tax levy revenues which finance the current year's expenditures. Fiduciary (Pension Trust) funds recognize 1986 tax levy revenues (accrual basis). Property taxes receivable which are delinquent more than one year have been written off; subsequent collections of such taxes are reflected as ' "property taxes - prior" revenue in the period received. Accumulated Unpaid Compensated Absences Village employees are granted vacation pay and sick leave; in varying amounts. The Village has calculated the following amounts with respect to accrued vacation pay and sick leave at April 30: Fund General $246,329 Special Revenue Street and Bridge $ 24,592 Enterprise Water Sewerage $ 12,866 36,606 $ 49,472 Internal Service i Garage $ 8,028 Total $328,421 ,i t 16 1 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 1. Summary of Significant Accounting Policies (Cont.) F. Revenues, Expenditures, and Expenses (Cont.) Accumulated Unpaid Compensated Absences (Cont.) Accumulated unpaid compensated absences are reflected in the financial statements in accordance with NCGA Statement 4 and SFAS 43 provisions. Such amounts are accrued when incurred in proprietary funds (using the accrual basis of accounting). Such amounts (current portion) are accrued in governmental funds (using the modified accrual basis of accounting). The amounts are all considered current by the Village. G. Financial Reporting Comparative Data Comparative total data for the prior year have been presented in the accompanying financial statements in order to provide an understanding of changes in the Village's financial position and operations. Comparative total data for the prior year have been restated as necessary in order to provide consistency for comparison purposes. However, comparative (i.e., presentation of prior year totals by fund type) data have not been presented in each of the statements since their inclusion would make the statements unduly complex and difficult to read. Total Columns on Combined Statements - Overview Total columns on the Combined Statements - Overview are captioned "Memorandum Only" to indicate that they are presented only to facilitate financial analysis. Data in these columns do not present financial position, results o.f operations, or changes in financial position in conformity with generally accepted accounting principles. Neither is such data comparable to a consolidation. Interfund eliminations have not been made in the aggregation of this data. .1 t 1 1 17 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 1. Summary of Significant Accounting Policies (Cont.) G. Financial Reporting (Cont.) Budgetary Data The Village operates under the Budget Act. Authoritative Sources - Financial Reporting The financial statements are presented in accordance with generally accepted accounting principles applicable to state and local governmental units. These basic principles have been promulgated by the Governmental Accounting Standards Board. The Board has issued "GASB Codification of Governmental Accounting and Financial Reporting Standards" which provides authoritative guidance to state and local governmental entities, and has issued subsequent authoritative pronouncements. 2. Stewardship, Compliance, and Accountability A. Deficit Fund Balances/Retained Earnings of Individual Funds The following funds had a deficit in fund balance/retained .earnings at April 30: Deficit Fund Balance Illinois Municipal Retirement $0 9,609) Special Assessments 3-84 (92,937) Commuter Parking Lot (17,332) Garage (8005) These deficits will be eliminated with General Fund revenues. 18 1 VILLAGE OF DEERFIELD. ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 2. Stewardship, Compliance and Accountability (Cont.) B. Excess of Actual Expenditures/Expenses over Budget in Individual Funds The following funds had an excess of actual expenditures/expenses (ex- clusive of depreciation and amortization) over budget for the year ended April 30: Fund Excess Motor Fuel Tax $33,620 Commuter Parking Lot 684 Garage 4,335 3. Detail Notes on All Fund and Account Groups A. Assets 1. Cash and Investments The Village maintains a cash and investment pool that is available for use by all funds, except the pension trust fund. Each fund type's portion of this pool is displayed on the combined balance sheet as "cash and investments". In addition, investments are separately held by several of the Village's funds. The deposits and investments of the pension trust fund are held separately from those of other funds. Cash on hand and cash at fiscal agents has been excluded from the amounts shown below. Permitted Deposits and Investments - Statutes authorize the Village to make deposits/invest in obligations of the U.S. Treasury and U.S. Agencies, obligations of States and their political subdivisions, savings accounts, credit union shares, repurchase agreements, commercial paper rated within the three highest classifications by at least two standard rating services, and the Illinois Public Treasurer's Investment Pool. Pension funds may also invest in certain non-U.S. obligations, mortgages, veteran's loans, and life insurance company contracts. F1 1 19 1 1 1 1 1 1 t 1 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont. A. Assets (Cont.) 1. Cash and Investments (Cont.) Deposits At year-end the carrying amount of the Village's deposits totaled $13,994,618, and the bank balances totaled $14,371,326. Category 1 Deposits covered by federal depository insurance, or by collateral held by the Village, or its agent, in the Village's name. Category 2 Deposits covered by collateral held by the pledging financial institution's trust department, or by its agent, in the Village's name. Category 3 Deposits covered by collateral held by the pledging financial institution, or its trust department, or its agent but not in the Village's name, and deposits which are uninsured and uncollateralized. Total Deposits Bank Balances $ 1,366,031 2,000,000 11,005,295 $14,371,326 For pension trust funds the types of deposits authorized and the mix of credit risk categories do not differ significantly from the other funds of the Village. 20 VILIAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STAM4M APRIL 30, 1987 3. Drtail Notes on All Funds and Account Groups (Cont.) A. Assets (Cont.) 1. Cash and Investments (Cont.) Investments The Village's investments are categorized to give an indication of the level of risk assumed by the entity at year-end. Category 1 includes investments that are insured or registered or for which the securities are held by the Village or its agent in the Village's nane. Category 2 includes uninsured and unregistered investments for which the securities are held by the broker's or dealer's trust department or agent in the Village's nave. Category 3 includes uninsured and unregistered investments for which the securities are held by the broker or dealer, or by its trust department or agent but not in the Village's nane and m insured, unregistered and uncollateralized investments. Carrying Amount Category Market 1 2 - 3 Total Value U.S. Goverment Securities $1,644,055 $5,680,414 $7,324,469 $8,247,684 Repurchase Agreement $160,000 160,000 160,000 GMA 493,438 493,438 493,437 Guaranteed Investment Contract 250,000 250,000 250,000 $2,137,493 $5,680,414 $410,000 $8,227,907 $9,151,121 Investment in Illinois Public Treasurer's Investment Pool 511,324 511,324 Total Investments $8,739,231 $9,662,445 The pension trust fund owns approximately 100 percent of the investments in category 1 and 22 percent of the investments in category 3. 21 i 1 i 1 1 1 1 1 1 1 1 1 1 1 i VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont. A. Assets (Cont.) 2. Loan Receivable - Drainage District The Village has advanced funds to the Union Drainage District Number 1 to alleviate emergency flooding conditions. The balance at April 30, 1987 amounted to $104,043 plus interest of $5,218. This receivable is recorded in the Capital Projects Fund. 3. Fixed Assets a. Changes in General Fixed Assets Balances Balances May 1 Additions Deletions April 30 Land $1,915,310 $ 14,167 $1,929,477 Building and Improvements 1,237,500 1,237,500 Vehicles 371,100 97,189 $55,295 412,994 Equipment 1,022,710 93,939 3,614 1,113,035 $4,546,620 $205,295 $58,909 $4,693,006 b. Summary of Proprietary Fixed Assets at April 30: Enterprise Commuter Water Sewerage Parking Lot Land $ 77,500 Systems $ 787,751 $6,271,360 Equipment and Vehicles 321,368 209,759 Parking Lot 613,958 $1,109,119 $6,481,119 $691,458 Less Accumulated Depreciation 649,495 $1,406,320 243,402 $ 459,624 $5,074,799 $448,056 22 1 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont.) B. Liabilities (Cont.) 1. Retirement Fund Commitments (Cont.) a. Illinois Municipal Retirement Fund 1) The Village is a participating member of the Illinois Municipal Retirement Fund (IMRF) which covers all of its employees who: a.) occupy a job normally requiring 1,000 hours or more per year; b.) are paid on a regular payroll from Village funds; c.) were under age sixty when first entering employment; and d.) are not covered by another state created retirement system for the same service. 2) The Illinois Municipal Retirement Fund's (Chicago) actuary estimated that as of December 31, 1986, the present value of currently accrued retirement obligations of the Village was $3,807,936. The Village had accumulated assets of $1,300,102 on the same date. Therefore, the balance of $2,507,834 remains to be financed by future contributions payable by the municipality on behalf of its present employees. The normal cost portion of the Village's contribution rate is expected to provide $4.59,330 of this amount and the prior service portion of the rate is expected to provide $2,048,504. The latter amount is considered to be unfunded at this time; it is sometimes referred to as the "actuarial deficiency". As required by Section 7-172, Chapter 108-1/2, Illinois Revised Statutes, contribution rates are fixed at levels, certified by the Fund actuary, sufficient to meet the entire cost of benefit payments ultimately to be made. Actual contributions this year totaled $320,406. This is a statewide plan, administered by IMRF. The Village has no further liability to this plan. 1 23 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont.) B. Liabilities (Cont.) 1. Retirement Fund Commitments (Cont.) b. Police Pension Fund 1) Chapter 108-1/2, Sections 3-125 and 127 of the Illinois Revised Statutes, provide that municipalities shall establish and maintain a reserve to insure the payment of all obligations. The accumulated reserve shall be equal to the estimated total actuarial requirements of the Fund. In municipalities having less than the actuarial requirements of the Fund, the Board of Trustees of the Fund shall designate the proportionate amount needed annually to insure the accumulation of such actuarial reserve over a 40 year period ending in 2020. The total actuarial requirements at April 30, 1986 (the date of the latest computation) amounted to $4,399,966 as determined by the Village Actuary.. Net present assets $3,772,537 Unfunded accrued liability 627,429 sLL q94 QAA Actual contributions this year totaled $180,434. This is a single -employer plan administered by the Village. 24 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont. B. Liabilities (Cont.) 1. Retirement Fund Commitments (Cont.) b. Police Pension Fund (Cont.) 2) Changes in Fund Balance Total Balances - May 1 $3,772,538 Additions Employer Contributions (Taxes) 180,434 Employee Contributions 99,923 Interest 381,538 Gain on Sale of Investments 77,330 Transfer from General Fund 900 Total Balances and Additions $4,512,663 Actuarial Adjustments (Increase) Decrease in Reserved for Employee Retirement Unreserved System $(857,720) $4,630,258 180,434 99,923 381,538 77,330 900 $(857,720) $5,370,383 Unfunded Accrued Liability 230,291 (230,291) Total Revised Balances $4,512,663 $(627,429) $5,140,092 Deductions i Pension Payments $ 83,885 $ 83,885 Miscellaneous 99 99 Separation Refund 17,050 17,050 Total Deductions $ 101,034 - $ 101,034 Balances - April 30 $4,411,629 $(627,429) $5,039,058 41 IVILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont.) B. Liabilities (Cont.) 1. Retirement Fund Commitments (Cont.) b. Police Pension Fund (Cont.) 3) Municipal Contribution Requirements Per the Village's updated actuarial report dated April 30, 1986 the Village's contributin to the Police Pension Fund should be $108,586 for the year ending April 30, 1986. This contribution includes the amount necessary to provide the normal cost based on the annual payroll of active participants as of April 30, L 1986 and the amount necessary to amortize the unfunded accrued liability of $627,429. c. Deferred Compensation Plan Fund The Village offers its employees a deferred compensation plan created in accordance with Internal Revenue Code Section 457. The plan, available to certain Village 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 attribut- able 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 Village (without being restricted to the 1 provisions of benefits under the plan), subject only to the claims of the Village's general creditors. Participants' rights under the plan are equal to those of general creditors of the Village in an amount equal to the fair market value of the deferred account for each participant. It is the opinion of the Village's legal counsel that the Village 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. The Village believes that it is unlikely that it will use the 1 assets to satisfy the claims of general creditors in the future. I 26 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont.) B. Liabilities (Cont.) 2. Commitments The following major contractual commitments existed at April 30: Expended Required Project Through Future Description Authorization April 30 Committed Financing Communication Equipment $ 101,927 $ 24,165 $ 77,762 - Computer Equipment 64,673 14,450 50,223 - Phase 2A Sanitary Sewers 276,000 93,088 182,912 - Phase 2B Sanitary Sewers 2,276,000 137,022 2,138,978 - Deerfield Road Pumping Station 1,668,000 350,864 1,317,136 - Wilmot Road Pumping Station 380,000 110,827 269,173 - Sewer Treatment Plant Improvement 425,000 73,215 351,785 - 27 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups ((unt.) B. Liabilities (Cont.) 3. longTerm Debt a. Qianges in Long Tenn Debt Rind Debt Balances Adjustments/ Balances Retired By May 1 Issuances Retirements April 30 General Obligation Bonds Sewerage Improvement Bond Series of 1973 Debt Service $ 475,000 Sewer Treatment Facility Bond Series of 1973 Debt Service 925,000 Corporate Purpose Boni Series of 1982 Debt Service 475,000 Corporate Purpose Bond Series of 1982 A Debt Service 400,000 Corporate Purpose Boni Series of 1983 Debt Service 350,000 General Obligation Vari- able Rate Demand Bond Series A of 1984 Debt Service General Obligation Vari- able Demand Bond Series B of 1985 Debt Service Corporate Purpose Bond Series of 1986 (1) Debt Service 4,100,000 $ 75,000 $ 400,000 125,000 800,000 25,000 450,000 50,000 3 50, 000 100,000 250,000 UII 1II 62900,000 6,900,000 $11,000,000 100,000 10,900,000 $13,625,000 $11,000,000 $11,475,000 $13,150,000 Installment Contract Police Addition Installment Note Debt Service $ 155,000 - $ 155,000 - Revenue Bonds Water Revenue Bond Series of 1960 Water $ 30,000 $ 10,000 $ 20,000 %ter Revenue Bond Series of 1959 Water 105,000 35,000 70,000 $ 135,000 - $ 45,000 $ 90,000 Special Special Assessment Bords Assessment $ 82,863 - $ 18,276 $ 64,587 (1) 'Ihe Corporate Purpose Bond Series of 1986 - $11,000,000 was a variable rate demand bond issue and was redeemed in full using the proceeds of a general obligation issue. 28 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont.) B. Liabilities (Cont.) 3. Long -Term Debt (Cont.) b. Debt Service Requirements to Maturity Fiscal Year End ing April 30 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 ANNUAL PRINCIPAL AND INTEREST REQUIREMENTS General Special Obligation Installment Revenue Assessment $ 1,430,726 1,471,123 1,430,638 1,499,138 1,483,988 1,495,750 1,267,013 1,195,800 1,109,905 1,112,785 1,112,485 1,108,925 1,112,025 1,111,025 1,110,825 1,113,113 1,111,35,0 1,115,538 $22,392,152 Bonds $ 49,782 47,869 45,957 $143,608 $64,587 $64,587 Totals $ 1,545,095 1,518,992 1,476,595 1,499,138 1,483,988 1,495,750 1,267,013 1,195,800 1,109,905 1,112,785 1,112,485 1,108,925 1,112,025 1,111,025 1,110,825 1,113,113 1,111,350 1,115,538 $22,600,347 * These bonds are callable and have been allocated to the most current year. 29 IVILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 1 3. Detail Notes on All Funds and Account Groups (Copt.) B. Liabilities (Cont.) 3. Long -Term Debt (Cont.) C. Legal Debt Margin The Village is a home rule municipality. Article VII, Section 6(k) of the 1970 Illinois Constitution governs computation of the legal debt margin. "The General Assembly may limit by law the amount and require referendum approval of debt to be incurred by home rule municipalities, payable from ad valorem property tax receipts, only in excess of the following percentages of the assessed value of its taxable property ...(2) if its population is more than 25,000 and less than 500,000 an aggregate of one percent: ...indebtedness which is outstanding on the effective date (July 1, 1971) of this constitution or which is thereafter approved by referendum... shall not be included in the foregoing percentage amounts." To date the General Assembly has set no limits for home rule municipalities. d. Revenue Bond Ordinance Disclosures 1) Water Fund a) The ordinance authorizing the issuance of the Water Revenue Bond Series of 1959 and the subsequent Water Revenue Bond Issue of 1960 provided for the creation of separate accounts designated as "Operations and Maintenance Account," "Principal and Interest Account," "Depreciation Account," "Bond Reserve Account," "Surplus Account," "Improvement and Extension Account," and "Bond Redemption Account" into which accounts there shall be credited as of the first day of each month except as hereinafter provided for the Improvement and Extension Account and the Bond Redemption Account, all monies of the system in accordance with the following priority. Operation and Maintenance Account - An amount sufficient to cover the estimated operating and maintenance expense of the water system for the current month. I 30 1 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont.) B. Liabilities (Cont.) 3. Long -Term Debt (Cont.) d. Revenue Bond Ordinance Disclosures (Cont.) 1) Water Fund (Cont.) a) (Cont. ) Bond Principal and Interest Account - an amount at least equal to the sum of one -sixth of the interest becoming due on the next interest payment date, and one -twelfth of the aggregate yearly amount of principal due on the next principal maturity date. Depreciation Account - the sum of $250 each month until such account aggregates the sum of $15,000. Funds accumulated shall be used for replacements or unusual repairs for which funds are not otherwise available. Bond Reserve Account - an amount of $950 each month until such account aggregates the sum of $52,000. Funds accumulated shall be used for the payment of bond principal and interest, should the amount available in the bond principal and interest account be insufficient to meet the payments when due. Surplus Account - any monies remaining each month after providing for the credits to the above listed accounts shall be credited to the surplus account. At the end of each fiscal year, funds in this account shall be used to make up deficiencies in the prior accounts, 50% of the remaining amounts be transferred to an Improvement and Extension Account accumulated up to a maximum of $100,000, and all money then remaining in the surplus account may be used for the following purposes: A. Create a Bond Redemption Account B. Accelerate the accumulation of funds in aforementioned accounts C. Used for any lawful corporate purpose 31 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont.) B. Liabilities (Cont.) 3. Long -Term Debt (Cont.) d. Revenue Bond Ordinance Disclosures (Cont.) 1) Waterworks and Sewerage Fund (Cont.) b) Supplemental information required under bond ordinance provisions, not subject to audit: Metered Customers 5,539 Unmetered Customers 1 Hydrants 884 Gallons Pumped 835,000,000 Gallons Billed 741,000,000 Connecting Properties 5,498 4. Industrial Revenue Bonds The Village entered into agreements with Chi-Chi's, Inc., Teradyne, Inc., and Industrialplex Limited Partnership in which the Village has authorized the issuance of Industrial Revenue bonds in the following amounts: Chi-Chi's, Inc. $1,615,000 Trustee - The Citizens Fidelity Bank and Trust of Kentucky Teradyne, Inc. $1,000,000 Trustee - State Bank and Trust of Boston Industrialplex Limited Partnership $4,500,000 Trustee - American National Bank and Trust Company of Chicago The Village has no liability under these bond issues. 32 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont. C. Interfund Receivables and Payables Due Due From To General General Municipal Audit $ 741 Street $ 532 Capital Improvement 1,115 Tax Incremental 3,275 Bond Issue B 1,115 Sewer 483 Garage 2,064 Deposit 2,758 1,214 Total General $6,003 $7,294 Special Revenue Municipal Audit General $ 741 Street 17 Illinois Municipal Retirement 358 Tax Incremental $ 75 $1,116 $ 75 Emergency Services Street $ 10 Tax Incremental $ 39 Police Pension 20 $ 30 $ 39 Youthbound Garage $1,533 Library Street $3, 386 Illinois Municipal Retirement 115 Debt Service 1,641 Refuse 418 Police Pension 86 $5,646 Street General $ 532 Municipal Audit 17 Emergency Services 10 Library 3,386 Illinois Municipal Retirement 542 Debt Service 1,233 33 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont.) C. Interfund Receivables and Payables (Cont.) Due Due From To Special Revenue (Cont.) Street (Cont.) Tax Incremental $ 1,717 Refuse 735 Garage 6,174 Police Pension 309 $14,655. Illinois Municipal Retirement Municipal Audit $ 358 Library 115 Street $ 542 Tax Incremental 2,340 $ 542 $ 2,813 Total Special Revenue $ 7,334 $19,115 Debt Service Debt Service Library $ 1,641 Street $ 1,233 Capital Improvements 27,629 Tax Incremental 9,009 Bond Issue B 27,629 Total Debt Service $56,491 $10,650 Capital Projects Tax Incremental General $ 3,275 Municipal Audit 75 Emergency Services 39 Street 1,717 Illinois Municipal Retirement 2,340 Debt Service 9,009 Refuse 3,041 Police Pension 1,286 $20,782 Capital Improvements Series A General $ 1,115 Debt Service 27,629 $28,744 34 VILLAGE OF DEERFIELD, ILLINOIS NOTES.TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont.) C. Interfund Receivables and Payables (Cont.) Due Due From To Capital Projects (Cont.) Bond Issue B General $ 1,115 Debt Service 27,629 $28,744 Total Capital Projects $20,782 $57,488 Enterprise Water Garage $ 1,867 Sewer General $ 483 Garage 1,643 $ 2,126 Refuse Library $ 418 Street $ 735 Tax Incremental 3,041 $ 735 $ 3,459 Total Enterprise $ 735 $ 7,452 Internal Service Garage General $ 2,064 Youthbound 1,533 Street 6,174 Water 1,867 Sewer 1,643 Total Internal Service $13,281 Trust and Agency Police Pension Emergency Services $ 20 Library 86 Street $ 309 Tax Incremental 1,286 $ 309 $ 1,392 35 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 3. Detail Notes on All Funds and Account Groups (Cont. C. Interfund Receivables and Payables (Cont.) Trust and Agency (Cont.) Deposit General Total Trust and Agency Total All Funds Due Due From To $ 1,214 $ 2,758 $ 1,523 $ 4,150 $106,149 $106,149 D. Fund Equity (Cont.) 1. Reservation of Retained Earnings Retained Earnings - Reserved - Restricted Accounts represents amounts required to be segregated by bond ordinance provisions. 2. Reservation of Fund Balance Reserves are used to segregate portions of fund balances which are either legally restricted for specific purposes or not "available spendable resources". 3. Designation of Fund Balance Designated Fund Balance is used to segregate portions of fund balance intended by management for future expenditures. The Village has designated $1,522,000 for area improvements in the General Fund. 36 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STAT 4NM AP 30, 1987 4. Segment Information for Certain Individual Enterprise Funds Tie Village maintains 4 Enterprise Rmds which provide water, sewerage, refuse and parking services. Segment information for the year ended April 30 is as follows: Commuter Water Sewerage Refuse Parking Lot Fund Fund Fund Fund Totals Operating Revenues $1,852,870 $1,098,333 $ 444,063 $ 90,953 $3,486,219 Depreciation, Depletion, and Amortization Expense 61,329 206,478 - 30,698 298,505 Operating Income or (Loss) 273,878 (20,196) (419,727) 34,041 (132,004) Operating Transfers Out - - - (20,000) (20,000) Tax Revenues - - 424,717 - 424,717 Net Income (Loss) 308,048 30,147 21,995 14,041 374,231 Plant, Property and Equipment Additions 34,356 319,557 - - 353,913 Deletions - - - - - Total Assets 1,679,132 6,217,275 564,914 612,580 9,073,901 Net Working Capital 1,015,501 1,042,555 481,750 160,852 2,700,658 Bonds and Other Long -Term Liabilities Payable from Operating Revenues 90,000 - - - 90,000 Total Equity 1,473,833 6,117,354 481,750 608,908 8,681,845 37 VILLAGE OF DEERFIELD, ILLINOIS ' NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 1 5. Related Entities - Joint Ventures A. Municipal Insurance Cooperative Agency (MICA) 1. Description of Joint Venture The Municipal Insurance Cooperative Agency is a proprietary joint venture whose members are Illinois municipalities. MICA manages and i funds first party property losses, third party liability claims, and Worker's Compensation claims of its member municipalities. ' Each member municipality has self-insurance retentions at various amounts. Management consists of a Board of Directors comprised of one representative from each member. In addition, there are two officers, a Risk Manager and a Treasurer. The Village does not exercise any control over the activities of the Agency beyond its representation on the Board of Directors. 2. Summary Financial Information of Joint Venture There are no available financial statements of the Agency at April 30, 1987. Therefore, MICA has not been reflected in the financial statements at April 30, 1987. Initial contributions are determined in advance of each membership year based on the individual member's eligible revenue as defined in the bylaws of MICA and assessment factors based on past member experience and the funding needs for the membership year. The Board of Directors may require that supplemental contributions be made by members to ensure adequate funds are available to meet the obligations applicable to the membership year. Members have a contractual obligation to fund any deficit of MICA attributable to a membership year during which they were a member. It is estimated that the equity on the MICA financial statements when issued will be zero and that the Village's net investment in MICA will also be equal to zero. 38 1 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 6. Significant Contingencies A. Litigation There are several pending lawsuits in which the Village is involved. The Village Attorney estimated that the potential claims against the Village not not covered by insurance resulting from such litigation would not materially affect the financial statements of the Village. B. Contingent Liabilities The Village participates in a number of federally assisted grant programs, principal of which is the Federal Revenue Sharing Program. These programs are subject to program compliance audits by the grantors or their representatives. The audits of these programs for or including the year ended April 30, 1987 have not yet been conducted. Accordingly, the Village's compliance with applicable grant requirements will be established at some future date. The amount, if any, of expenditures which may be disallowed by the granting agencies cannot be determined at this time although the Village expects such amounts, if any, to be immaterial. 7. Insurance A. The Village participates in the Municipal Insurance Cooperative Agency MICA. MICA is a proprietary joint venture whose members are Illinois municipalities. MICA manages and funds first party property lossed, third party liability claims, Workers' Compensation claims, and Public Officials Liability claims of its member muncipalities. Deductibles, self -insured retentions, and excess coverages are as follows: Excess (Maximum Coverage Self- inclusive of Insured Deductibles Deductibles Retentions and Retentions) Property $1,000 $ 50,000 (1) $ 50,000 - 500,000 (2) 500,000 - 1,000,000 (3) 1,000,000 - 30,000,000 General Liability 1,000 75,000 (1) 75,000 - 250,000 , (2) 250,000 - 1,000,000 Auto Liability 1,000 50,000 (1) 50,000 - 500,000 , (2) 500,000 - 1,000,000 Workers' Compensation - 150,000 (1) 150,000 - 250,000 (2) 250,000 - 30,000,000 t 1 1 1 1 1 1 39 VILLAGE OF DEERFIELD, ILLINOIS NOTES TO THE FINANCIAL STATEMENTS APRIL 30, 1987 7. Insurance (Cont.) A. (Cont.) The Village's payments to MICA are displayed on the financial statements as expenditures/expenses in appropriate funds. B. The Village has purchased employee benefit insurance from private insurance companies. Premiums have been displayed as expenditures/expenses in appropriate funds. 1 1 L 1 Fl GOVERNMENTAL FUND TYPES 11 ri r� GENERAL FUND 1 I 1 General Fund n 11 h Fund Descriptions General Fund - (also referred to as the Corporate Fund) To account for resources traditionally associated with governmental services not required to be accounted for in another fund. 40 VILLAGE OF DEERFIELD, ILLINOIS GENERAL FUND BALANCE SHEET APRIL 30, 1987 ASSETS 1987 1986 Cash and Investments $3,215,044 $3,147,158 Receivables Property Taxes 285,102 387,765 Accrued Interest 67,361 59,135 Due from Other Governments Sales Tax 133,307 115,419 State Income Tax 58,812 42,217 Court Fines 14,346 26,372 Due from Other Funds 6,003 354 Other Assets 106,776 58,282 Total Assets $3,886,751 $3,836,702 LIABILITIES AND FUND BALANCE Liabilities Accounts Payable $ 79,107 $ 143,792 Accrued Payroll 36,271 26,772 Compensated Absences Payable 246,329 231,513 Contracts Payable 127,986 Other Payables 15,373 5,600 Due to Other Funds 7,294 51,416 Deferred Property Taxes 320,000 420,000 Total Liabilities $ 832,360 $ 879,093 Fund Balance Unreserved Designated for Capital Improvements $1,522,000 $1,422,000 Undesignated 1,532,391 1,535,609 .Total Fund Balance $3,054,391 $2,957,609 Total Liabilities and Fund Balance S3.886.751 Ai AiA 7n,) See accompanying Notes to the Financial Statements. 41 VILLAGE OF DEERFIELD, ILLINOIS GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30. 1987 Revenues Expenditures Excess (Deficiency) of Revenues over Expenditures before Other Financing Sources (Uses) Other Financial Sources (Uses) Operating Transfers In (Out) Youth Bound Fund Debt Service Fund Transportation Fund Federal Revenue Sharing Police Pension Excess of Revenues and Other Sources over Expenditures and Other Uses Fund Balance May 1 Residual Equity Transfer (Out) Vehicle Replacement Fund April 30 1987 Budget Actual $3,348,200 $3,902,574 1986 Actual $3,683,369 3,524,735 3,332,892 3,018,112 $ (176,535) $ 569,682 $ 665,257 $ (4,000) $ (4,000) $ (4,000) 4,000 (2,000) (2,000) (2,000) 130,000 130,000 (900) $ 124,000 $ 127,100 $ (6,000) $ (52,535) $ 696,782 $ 659,257 See accompanying Notes to the Financial Statements. $2,957,609 $2,298,352 (600,000) - $2,357,609 $2,298,352 $3,054,391 $2,957,609 42 VILLAGE OF DEERFIELD, ILLINOIS GENERAL FUND STATEMENT OF REVENUES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Taxes Property Taxes - General Sales Tax Other Sales Tax Income Tax Hotel Motel Tax Licenses and Permits Beer/Liquor Licenses Food Licenses Other Business Licenses Building Permits Animal Licenses Non -Business Licenses and Permits Vehicle Stickers Intergovernmental State Grants Charges for Services Special Police Services Transfer Charges Engineering Charges Fines and Forfeits Miscellaneous False Alarms Sale of Materials Rentals Interest Miscellaneous Franchise Fees Total Revenues Budget Actual $ 320,000 $ 419,694 1,650,000 1,640,226 124,805 390,000 451,800 75,000 129,284 $2,435,000 $2,765,809 $ 35,000 $ 40,800 3,000 4,220 9,000 9,493 140,000 219,989 7,000 5,987 22,000 27,971 33,000 $ 249,000 $ 308,460 $ 10,000 $ 6,457 $ 48,500 $ 45,299 36,000 36,600 5,000 16,655 $ 89,500 $ 97,954 $ 210,000 $ 257,723 $ 30,000 $ 20,640 1,074 35,000 39,769 180,000 259,299 14,700 48,666 95,000 96,723 $ 354,700 $ 466,171 tZ IAQ inn ell Oni S74 43 ' VILLAGE OF DEERFIELD, ILLINOIS GENERAL FUND STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 General Government Administration Department Salaries Overtime Part -Time Employee Benefits Professional Services Travel, Training and Dues Printing and Advertising Communications Insurance Contractual Services Utility Services Motor Vehicle Maintenance Repairs and. Maintenance Equipment Rental Rental Property Repairs Miscellaneous Supplies Materials Motor Vehicle Supplies Dog Pound Housing Assistance Apparel Small Tools and Equipment Equipment Land Acquisition Advisory Boards Motor Vehicles Computer Project Contractual. Services Equipment Total General Government Budget $ 592,500 7,400 78,400 69,300 139,000 16,450 15,500 21,000 71,300 46,000 2,600 7,000 12,000 500 1,000 18,000 19,000 2,000 2,500 5,000 10,000 300 1,000 4,000 2,500 6,000 12,500 $1,162,750 $ 25,000 50,000 $ 75,000 S1_217.75n Actual $ 589,678 5,651 58,211 64,008 157,268 14,682 6,674 15,770 53,862 52,673 1,030 4,126 22,344 333 4,239 16,420 22,288 2,296 3,898 10,089 191 140 2,782 2,167 7,619 13,398 $1,131,837 $ 18,190 46,617 $ 64,807 $1,196,644 1 n 1 44 ' VILLAGE OF DEERFIELD, ILLINOIS GENERAL FUND ' STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL (CONT.) FOR THE YEAR ENDED APRIL 30, 1987 ' Budget Actual Public Safety Police Department Administrative Service ' Salaries $347,300 $343,973 Overtime 5,250 1,336 Part -Time 32,200 12,241 ' Employee Benefits 36,620 31,540 Professional Services 3,000 2,867 Travel, Training and Dues 5,200 3,759 ' Printing and Advertising 7,300 3,317 Communications 25,000 22,749 Insurance 141,300 133,962 Contractual Services 31,650 18,612 ' Motor Vehicle Maintenance 1,000 1,023 Repairs and Maintenance 18,500 4,968 Supplies 12,200 9,608 Motor Vehicle Supplies 800 634 ' Apparel 3,750 3,275 Equipment 44,000 95,960 ' Motor Vehicles Miscellaneous 8,000 7,000 7,850 5,059 $730,070 $702,733 ' Investigations Salaries $108,700 $107,809 Overtime 11,600 7,205 Employee Benefits 11,700 12,462 Travel, Training and Dues 1,400 734 Contractual Services 14,800 14,197 Motor Vehicle Maintenance 2,000 2,014 ' Repairs and Maintenance 750 Supplies 5,150 2,055 Motor Vehicle Supplies 1,020 682 ' Apparel 1,200 1,273 Equipment 1,775 776 $160,095 $149,207 Patrol Salaries $916,700 $875,282 Overtime 57,500 36,709 ' Part -Time 40,100 32,311 Employee Benefits 88,890 87,425 Travel, Training and Dues 19,700 12,691 I Motor Vehicle Maintenance 18,080 17,757 45 VILLAGE OF DEERFIELD, ILLINOIS GENERAL FUND STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL (CONT.) FOR THE YEAR ENDED APRIL 30, 1987 Budget Actual Public Safety (Cont.) Police Department (Cont.) Patrol (Cont.) Repairs and Maintenance $ 2,000 $ 909 Supplies 8,200 7,293 Motor Vehicle Supplies 25,000 14,520 Apparel 12,900 11,984 Equipment 355 $1,189,070 $1,097,236 Special Services Salaries $ 28,700 $ 18,702 Youth Services Salaries $ 130,500 $ 127,898 Overtime 10,250 6,219 Employee Benefits 11,500 12,192 Travel, Training and Dues 2,900 442 Motor Vehicle Maintenance 2,500 980 Repairs and Maintenance 500 Supplies 1,200 3,172 Motor Vehicle Supplies 2,000 932 Apparel 800 1,040 Equipment 900 Motor Vehicles 16,000 15,495 $ 179,050 $ 168,370 Total Public Safety $2,286,985 $2,136,248 Total Expenditures $3,524,735 $3,332,892 0 1 Ll 1 1 SPECIAL REVENUE FUNDS Fund Descriptions Municipal Audit Fund Municipal Audit Fund - An independent, outside audit is conducted by a firm engaged by the Mayor and Board of Trustees on an annual basis as required by State law. These are earmarked funds that can only be expended for audit purposes. Emergency Services and Disaster Fund Emergency Services and Disaster Fund - The Emergency Services and Disaster Agency supersedes the Civil Defense Agency and now basically relates to natural disasters caused by floods and tornadoes. The Agency also prepares a plan of action to be a taken if man-made disasters occur. Youth Bound Fund Youth Bound Fund - Accounts for the revenues collected and the expenditures incurred for this unique and very successful youth project of the Deerfield Police Department. Library Fund Library Fund - To account for the resources necessary to provide the educational, cultural and recreational activities of the Deerfield Public Library. Street and Bridge Fund Street and Bridge Fund - Accounts for the revenues and resources used in main- taining approximately 70 miles of street and the Railroad Station in the Village of Deerfield. Illinois Municipal Retirement Fund '. Illinois Municipal Retirement Fund - To account for the revenues and expenditures associated with providing disability and pension benefits for Deerfield employees. The fund also provides the employer with a portion of F.I.C.A. Contributions. i� Public Benefit Fund Public Benefit Fund - To account for the public benefit portion of local improvements installed under the special assessment procedure of financing is paid from this fund. 1 f I I 1 Fund Descriptions Federal Revenue Sharing Fund Federal Revenue Sharing Fund - Provides accountability for Federal Revenue Sharing revenues received under Title I of the State and Local Fiscal Assistance Act of 1972. Motor Fuel Tax Fund Motor Fuel Tax Fund_. - To account for the activities involved with street maintenance and construction. Financing is provided by the Village's share of State gasoline taxes. State law required these gasoline taxes to be used for the following purposes: (1) Street construction or reconstruction to improve traffic capacity; (2) Installation of traffic signs, signals, and controls; (3) Sidewalk repair and replacement; and (4) The public benefit share of new street improvements when certain criteria are met in connection with a special assessment project. /1 Transportation Fund Transportation Fund - To account for the Taxi Subsidy Program established for senior citizens and the handicapped. 11 l I 46 1 N �2 ��Npp �s 00 I� en NO �p a, �y voi t�i P T co N N H IOD n c e, O -•� f+1 co O� 7 N n CI O t? y N F 00 �I yr I III �y f n �••I .03 p�C� 0�0 V�1 A N OG N co ID 10 c� ~ ~ en (s,. N En 77 rs�• 1+ 00 N V1 00 a cf). O Z� Ln " N N a, C-4 O� N N � L N Ey � N N tG F N�}f NO, M . O� J1 v�i t+in1 u1 O O N C7 I� �+ N VY Vf V1 V�1 P•~ .0 co en In N ~ vT N NI O O n n 1 n n I II �I NI O N� ppp N f'N1 M .••, t+1 0 enV�1 d W 1T PN1 A �7 �•� N N .may Nei f+�1 .04 ' 00 N �+ 10� CO CO.co rn rn $Iy EI qm W N � �T •p�J N yyyy� yp •.y+ �C�7 1� •� uC y W O h r r-• F� ID N n n n n (D N f] R E �r U n M QpN m^•cSO. p 'CJ-• C.1 t(n ft F, OON00 7 N IND N � � � �•" Cl C H r• �B � M fND (p V N (NND �. N � N F'• � p7�� �• N N 1ry�••• C � � G C7 n N O 4 4 in fA 41 70 n !D 4Wl O ?ry?ry� `J' y F�t1 N N m ''11 N O• N N N P� En A IIN I� W III IW I�I� IWI1--N � � N • N ceF,---, R IF In III 1-1 N I m (ND• iR ��Q N N L/ N � r r ram- I FC �1 �� N � � ��� � ��� 1 VD I II01 I I� l� r W O8 gO W v v o-N-• FN-• rF-�OpD Op fn'• (D O O ~ O O 400- O Cj n �O In F 1 F � F O W O� ~• �• 5~ pp� �O/1 to V� �O �O yp� l!� 00 � '�• O• �D OD v v V V P 1�J1 r�•rt r-• ~N �� i/f N8 No t8q N8 C! IIW IW O III Iv iII IOIO (� K Fi ^ $ � � � In V� tWn 0 VNi �i G� o• �� {A N iA NNNn 1�i1 N O OWwE ram- 1 r � OD O U F VFi VFi N N OV T C, n 00 to W W O O W N � N Vl N N r� III- coIL� � I �� F °w pQgyk�4p1�0V W rt d N N io lA iI) Lf tq Lf N N Vp� (�� •D OD coco 8 p.' N 0, 0 N V OD 0 N N� O, O, W � O W OD L'7 48 VILLAGE OF DEERFIELD, ILLINOIS MUNICIPAL AUDIT FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Revenues Taxes Property Taxes Interest Total Revenues Expenditures General Government Contractual Excess (Deficiency) of Revenues over Expenditures Fund Balance May 1 April 30 1987 1986 Budget Actual Actual $10,500 $10,492 $11,784 21 $10,500 $10,513 $11,784 11,000 10,140 9,875 $ (500) $ 373 $ 1,909 See accompanying Notes to the Financial Statements. 11,879 9,970 $12,252 $11,879 49 VILLAGE OF DEERFIELD, ILLINOIS all EMERGENCY SERVICES DISASTER FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1986 1987 1986 Budget Actual Actual Revenues Taxes Property Taxes $5,000 $ 4,996 $ 5,237 Interest 11 Total Revenues $5,000 $ 5,007 $ 5,237 Expenditures Public Safety Travel, Training and Dues $ 600 $ 499 $ 513 Communications 1,400 1,514 1,240 Insurance 600 409 264 Contractual 300 169 183 Utility Services 100 100 79 Motor Vehicle Maintenance 800 269 277 Motor Vehicle Supplies 200 37 28 , Repairs and Maintenance 500 237 Supplies 500 245 275 Equipment 500 450 427 Total Expenditures $5,500 $ 3,692 $ 3,523 Excess (Deficiency) of Revenues over Expenditures $ (500) $ 1,315 $ 1,714 Fund Balance May 1 17,584 15,870 April 30 $18,899 $17,584 i See accompanying Notes to the Financial Statements. ti �r 50 t 1 1 1 1 l 1 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS YOUTH BOUND FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Revenues Charges for Services Project Income Expenditures Culture and Recreation Salaries Travel, Training and Dues Insurance Motor Vehicle Maintenance Motor Vehicle Supplies Repairs and Maintenance Supplies Lodgings Equipment Communications Contractual Total Expenditures Excess (Deficiency) of Revenues over Expenditures before Other Financing Sources Other Financing Sources Operating Transfers In General Fund Excess (Deficiency) of Revenues and Other Sources over Expenditures Fund Balance May 1 April 30 1987 .1986 Budget Actual Actual $11,000 $10,554 $ 8,648 $ 750 350 $ 348 $ 324 200 442 291 5,500 4,382 1,932 975 676 760 200 4,500 4,735 4,518 2,548 200 57 62 1,400 1,718 1,718 2,700 2,698 183 $16,775 $15,056 $12,336 $(5,775) $(4,502) $(3,688) 4,000 4,000 4,000 $0,775) $ (502) $ 312 See accompanying Notes to the Financial Statements. 7,498 7,186 $ 6,996 $ 7,498 51 VILLAGE OF DEERFIELD, ILLINOIS LIBRARY FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Revenues Taxes Property Taxes Replacement Taxes Intergovernmental Grants Charges for Services Non -Resident Fees Fees, Fines, Penalties Reciprocal Borrowing Xerox Videos Miscellaneous Interest Gifts Reserve for Repairs and Replacement Total Revenues Expenditures Culture and Recreation Excess (Deficiency) of Revenues over Expenditures Fund Balance May 1 April 30 1987 1986 Budget Actual Actual $672,017 $676,091 $ 593,893 7,300 17,074 14,604 17,430 17,041 17,432 7,198 15,232 7,510 37,000 23,644 45,014 3,858 3,943 20,000 18,467 19,276 17,220 10,000 30,191 35,324 1,000 541 1,215 151,526 $923,471 $819,359 $ 738,211 923,471 790,816 844,890 - $ 28,543 $(106,679) See accompanying Notes to the Financial Statements. 279,091 385,770 $307,634 $ 279,091 1 52 VILLAGE OF DEERFIELD, ILLINOIS LIBRARY FUND STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Budget Actual Culture and Recreation Salaries - Professional $186,378 $189,681 Salaries - Non -Professional 247,837 239,509 Salaries - Temporary 17,056 Employee Benefits 26,500 26,518 Professional Services 4,000 2,781 Education, Travel and Dues 6,000 5,735 Communication 7,500 5,565 Insurance 7,000 10,496 Contractual Services 17,000 8,848 Utilities 500 580 Repairs, Maintenance of Building and Equipment Building Supplies 39,000 19,314 Carpet 50,000 31,201 1 Supplies - Library and Office 28,000 21,042 Books 100,000 68,924 Periodicals Audio -Visual 22,000 26,000 23,902 11,566 Binding 1,000 994 Special Library Programs 2,300 2,564 Data Base 1,500 940 New Equipment 40,000 9,959 Printing 2,500 1,357 Computer Service 466 r Cataloging Service 4,898 Miscellaneous 1,400 559 Automation Project 90,000 103,417 Total Expenditures $923,471 $790,816 VILLAGE OF DEERFIELD, ILLINOIS STREET AND BRIDGE FUND SMTEKM OF REVENUES, EXPENDITURES, AND CHARS IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR &MM APRIL 30, 1987 Revenues Taxes Property Taxes Other Taxes Licenses and Permits Vehicle Licenses Charges for Services State Highway Maintenance 50/50 Sidewalk and Orb 50/50 Tree Train Station Maintenance Miscellaneous Interest Other Total Revenues Expenditures Highways and Streets Administration Cleaning Traffic Marking Pavement Patching Tarring Cracks Drainage Structure Street Lights and Traffic Signals Miscellaneous Maintenance Snow and Ice Control Weed Control Leaf Removal Tree Removal Tree Planting Railroad Station Maintenance Total Expenditures Excess of Revenues over Expenditures before Other Financing Sources (Uses) Other Financing Sources (Uses) Operating Transfers In (Out) General Fund Camuter Parking lot Fund Excess of Revenues and Other Sources over Expenditures and Other Uses Fluid Balance May 1 April 30 See accompanying Notes to the Financial Statements. 1987 Budget Actual $115,700 34,830 43,990 79,600 46,150 15,200 102,700 71,310 108,810 16,600 12,300 24,740 13,650 34,560 $720,140 $219,840 170,000 268,280 21,417 17,858 500 1,500 17,179 4,607 $721,181 $116,262 33,729 44,496 80,875 40,704 12,065 97,933 72,356 72,591 13,968 20,839 19,703 12,362 19,987 $657,870 $ 19,360 $ 63,311 $(33,000) 20,000 $ 20,000 13,000 $ 20,000 $ 6,360 $ 83,311 31,139 $114,450 1986 Actual $231,940 146,000 266,624 8,187 11,057 1,500 5,741 4,299 $675,348 $ 93,165 35,748 37,698 81,199 43,667 15,162 106,883 51,823 113,153 13,592 16,102 22,817 8,446 22,984 $662,439 $ 12,909 1 /11 1 111 $ 32,909 53 54 VILLAGE OF DEERFIELD, ILLINOIS STREET AND BRIDGE FUND STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30. 1987 Budget Actual Highways and Streets Public Works Administration Salaries $ 32,850 $ 42,397 Overtime 3,650 835 Employee Benefits 5,000 5,720 Professional Services 2,200 160 Travel, Training and Dues 1,000 854 Printing and Advertising 4,400 3,569 Communications Insurance 3,900 48,600 2,716 50,374 Motor Vehicle Maintenance 2,000 2,135 Miscellaneous 2,200 2,412 Supplies 3,000 1,583 Motor Vehicle Supplies 1,200 818 Apparel 1,600 Repairs and Maintenance 1,500 579 Contractual 1,200 719 Equipment 1,400 1,391 �Cleaning $115,700 $116,262 Salaries $ 13,900 $ 15,281 Overtime 1,050 1,252 Employee Benefits 1,380 1,899 Small Tools and Equipment 500 136 Contractual 3,700 1,567 Motor Vehicle Maintenance 4,000 1,630 Repairs and Maintenance 5,500 9,854 Equipment Rental 1,500 Motor Vehicle Supplies 1,500 1,484 Supplies 1,800 626 $ 34,830 $ 33,729 Traffic Marking Salaries $ 13,900 $ 15,703 Overtime Part -Time 300 2,600 272 2,587 Employee Benefits 390 1,945 Motor Vehicle Maintenance 1,000 84 Repairs and Maintenance 800 760 Motor Vehicle Supplies 500 48 11 t 55 VILLAGE OF DEERFIELD, ILLINOIS STREET AND BRIDGE FUND STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL (CONT.) FOR THE YEAR ENDED APRIL 30, 1987 Budget Actual Highways and Streets (Cont.) Public Works (Cont.) Traffic Marking (Cont.) Materials $ 4,000 $ 4,874 Street Signs 6,500 4,985 Contractual 14,000 13,238 $43,990 $44,496 Pavement Patching Salaries $28,950 $31,088 Overtime 1,250 516 Employee Benefits 3,500 4,085 Motor Vehicle Maintenance 5,000 4,115 Repairs and Maintenance 5,500 1,166 Supplies 600 Motor Vehicle Supplies 2,000 808 Aggregates 30,800 37,208 Materials 2,000 1,889 $79,600 $80,875 Tarring Cracks Salaries $17,700 $16,518 Overtime 550 1,155 Part -Time 2,600 2,638 Employee Benefits 1,700 2,524 Motor Vehicle Maintenance 1,400 1,183 Repairs and Maintenance 1,200 2,663 Motor Vehicle Supplies 3,000 2,317 Aggregates 500 Materials 15,000 10,452 Equipment Rental 2,500 1,254 $46,150 $40,704 Drainage Structures Salaries $ 5,800 $ 6,562 Overtime 850 821 Employee Benefits 950 841 Motor Vehicle Maintenance 2,000 118 Repairs and Maintenance 2,300 815 Motor Vehicle Supplies 300 59 Aggregates 1,000 309 Materials 2,000 2,540 $15,200 $12,065 56 VILLAGE OF DEERFIELD, ILLINOIS STREET AND BRIDGE FUND STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL (CONT.) FOR THE YEAR ENDED APRIL 30, 1987 Budget Actual Highways and Streets (Cont.) Public Works (Cont.) Street Lights and Traffic Signals Salaries $ 6,150 $ 6,783 Overtime 1,050 546 Employee Benefits 1,900 917 Contractual 31,000 16,205 Utility Services 48,000 58,104 Motor Vehicle Maintenance 1,500 2,261 Repairs and Maintenance 1,000 367 Equipment Rental 1,000 625 Motor Vehicle Supplies 800 779 Aggregates 300 225 Materials 10,000 11,121 $102,700 $97,933 ' Miscellaneous Maintenance Salaries $ 5,800 $ 7,003 Overtime 1,050 1,817 Employee Benefits 660 1,046 Contractual 53,700 54,053 Motor Vehicle Maintenance 1,000 1,143 Repairs and Maintenance 2,500 2,357 Small Tools and Equipment 300 211 Miscellaneous 500 Motor Vehicle Supplies 600 637 Aggregates 1,000 736 Materials 2,200 3,353 Equipment Rental 2,000 $ 71,310 $72,356 Snow and Ice Control Salaries $ 33,150 $ 9,463 Overtime 9,400 10,604 Employee Benefits 1,660 903 Communications 800 Motor Vehicle Maintenance 6,000 8,209 Repairs and Maintenance 11,000 18,444 Equipment Rental 1,000 555 Supplies 2,500 354 Motor Vehicle Supplies 5,300 1,373 Salt 32,000 16,874 r 57 VILLAGE OF DEERFIELD, ILLINOIS. STREET AND BRIDGE FUND STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL (CONT.) FOR THE YEAR ENDED APRIL 30, 1987 Highways and Streets (Cont.) Budget Actual Public Works (Cont.) Snow and Ice Control (Cont.) Aggregates $ 4,000 $ 4,002' Materials 2,000 1,810 $108,810 $72,591 Weed Control Salaries $ 5,800 $ 743 Overtime Part -Time 100 2,600 34 1,384 Employee Benefits 700 253 Motor Vehicle Maintenance 1,000 167 Repairs and Maintenance 2,000 3,443 Motor Vehicle Supplies 500 414 Materials 3,000 6,341 Equipment 900 1,189 $ 16,600 $13,968 Leaf Removal Salaries $ 6,150 $10,552 Overtime 1,050 2,495 Employee Benefits 1,300 1,406 Motor Vehicle Maintenance' 1,000 1,738 Repairs and Maintenance 2,500 4,309 Motor Vehicle Supplies 300 339 $ 12,300 $20,839 Tree Removal Salaries $ 5,800 $ 5,996 Overtime 650 155 Part -Time 4,100 3,092 Employee Benefits 490 650 Contractual 9,000 7,769 Motor Vehicle Maintenance 500 384 Repairs and Maintenance 600 380 Motor Vehicle Supplies 400 24 Materials 2,200 773 Equipment 500 480 Equipment Rental 500 $ 24,740 $19,703 t 1 L 58 VILLAGE OF DEERFIELD, ILLINOIS STREET AND BRIDGE FUND STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL (CONT.) FOR THE YEAR ENDED APRIL 30, 1987 Budget Actual Highways and Streets (Cont.) Public Works (Cont.) Tree Planting Salaries $ 5,800 $ 8,251 Overtime 400 Employee Benefits 1,550 392 Contractual 4,200 3,147 Motor Vehicle Maintenance 500 131 Repairs and Maintenance 300 44 Motor Vehicle Supplies 400 247 Materials 500 150 $ 13,650 $ 12,362 Railroad Station Maintenance Salaries $ 6,150 $ 3,515 Overtime 950 97 Part -Time 3,600 2,111 Employee Benefits 760 390 Contractual Services 8,300 636 Utility Services 2,500 Repairs and Maintenance 2,400 1,958 Supplies 1,500 3,410 Aggregates 500 40 Materials 7,900 7,830 $ 34,560 $ 19,987 Total Expenditures $720,140 $657,870 I 59 VILLAGE OF DEERFIELD, ILLINOIS ILLINOIS MUNICIPAL RETIREMENT FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30. 1987 Revenues Taxes Property Taxes Replacement Taxes Miscellaneous Interest Earnings Other Total Revenues Expenditures Miscellaneous Illinois Municipal Retirement Payments - Employer Excess (Deficiency) of Revenues over Expenditures 1987 1986 Budget Actual Actual $325,000 $299,782 $271,808 6,000 7,069 6,047 10,000 10,963 8,815 2,592 $341,000 $320,406 $286,670 325,000 324,957 296,313 $ 16,000 $ (4,551) $ (9,643) Fund Balance May 1 (15,058) (5,415) April 30 $09,609) $05,058) See accompanying Notes to the Financial Statements. 1 1 1 1 1 1 1 1 1 1 f 1 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS PUBLIC BENEFIT FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30. 1987 Revenues Miscellaneous Interest Other Total Revenues Expenditures General Government Contractual Excess (Deficiency) of Revenues over Expenditures 1987 1986 Budget Actual Actual $ 4,000 $ 2,000 $ 4,000 $ 2,000 - 8,000 - - $(4,000) $ 2,000 - Fund Balance May 1 61,273 $61,273 April 30 $63,273 $61,273 See accompanying Notes to the Financial Statements. .9 61 VILLAGE OF DEERFIELD, ILLINOIS FEDERAL REVENUE SHARING FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30. 1987 Revenues Intergovernmental Entitlements Miscellaneous Interest Total Revenues Expenditures Excess of Revenues over Expenditures before Other Financing (Uses) Other Financing (Uses) Operating Transfers (Out) Debt Service Fund General Fund Excess (Deficiency) of Revenues over Expenditures and Other Uses Fund Balance May 1 April 30 1987 1986 Budget Actual Actual $ 57,000 $ 25,434 $ 74,176 8,000 10,433 30,636 $ 65,000 $ 35,867 $ 104,812 15,000 15,000 - $ 50,000 $ 20,867 $ 104,812 $0 65,385) $030,000) $030,000) $(130,000) $(130,000) $(165,385) $ (80,000) $0 09,133) $ (60,573) See accompanying Notes to the Financial Statements. 111,940 172,513 $ 2,807 $ 111,940 62 VILLAGE OF DEERFIELD, ILLINOIS MOTOR FUEL TAX FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30. 1987 Revenues Intergovernmental Allotments Earned Miscellaneous Interest Other Total Revenues Expenditures Highways and Streets Street Maintenance Street Resurfacing and Renovation Program Reconstruction Wilmot Road - Lake Cook to Deerfield Total Expenditures Excess of Revenues over Expenditures 1987 Budget Actual $300,000 20,000 $320,000 $170,000 55,000 $225,000 $ 95,000 $294,011 15,364 698 $310,073 1986 Actual $290,914 16,418 $307,332 $170,000 $146,001 885620 52,394 81,532 $258,620 $279,927 $ 51,453 $ 27,405 Fund Balance May 1 256,345 228,940 April 30 $307,798 $256,345 See accompanying Notes to the Financial Statements. 63 VILLAGE OF DEERFIELD, ILLINOIS TRANSPORTATION FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30. 1987 Revenues Intergovernmental Grant Miscellaneous Village Contribution Total Revenues Expenditures General Government Transportation Excess (Deficiency) of Revenues over Expenditures before Other Financing Sources Other Financing Sources Operating Transfer In General Fund Excess of Revenues and Other Sources over Expenditures Fund Balance May 1 April 30 1987 1986 Budget Actual Actual $ 4,000 $ 3,477 $ 4,000 3,668 $ 4,000 $ 3,477 $ 7,668 6,000 4,636 8,892 $(2, 000) $0, 159) $0, 224) See accompanying Notes to the Financial Statements. 2,000 2,000 2,000 $ 841 $ 776 4,254 3,478 $ 5,095 $ 4,254 rl 1 1 I Ll I I DEBT SERVICE FUND I 1 I IDebt Service Fund 11 P Fund Description Debt Service Fund - To account for the accumulation of resources for the payment of General Long -Term Debt. 64 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS DEBT SERVICE FUND BALANCE SHEET APRIL 30, 1987 ASSETS 1987 1986 Cash and Investments $1,151,764 $1,510,405 Receivables Property Taxes 975,878 1,049,386 Accrued Interest 35,125 31,160 Due from Other Funds 56,490 34,845 Total Assets $2.219.257 $2.625.796 LIABILITIES AND FUND BALANCE Liabilities Cash Overdrafts $ 31,437 Interest Payable $ .29,701 34,400 Due to Other Funds 10,650 Deferred Property Taxes 1,097,942 1,136,622 Total Liabilities $1,138,293 $1,202,459 Fund Balance Reserved for Debt Service 1,080,964 1,423,337 Total Liabilities and Fund Balance $2.219.257 $2.625.796 See accompanying Notes to the Financial Statements. 65 1 VILLAGE OF DEERFIELD, ILLINOIS DEBT SERVICE FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 1987 Budget Actual 1986 Actual Revenues Taxes Property Taxes $ 1,137,925 $ 1,153,191 $ 556,185 Replacement Taxes 29,000 49,201 42,085 Miscellaneous Interest 75,000 135,183 110,686 Total Revenues $ 1,241,925 $ 1,337,575 $ 708,956 Expenditures Debt Service Principal Retirement . $-11,630,000 $ 520,000 Interest 750,006 530,250 Fiscal Charges 835 Other 8,714 Total Expenditures $ 12,443,637 $ 12,389,555 $1,050,250 Excess (Deficiency) of Revenues over Expenditures before Other Financing Sources $(11,201,712) $0 1,051,980) $ (341,294) Other Financing Sources (Uses) Operating Transfers In (Out) Capital Improvements Fund - Series A $ (292,444) $ 276,750 Federal Revenue Sharing Fund 165,385 Tax Incremental Finance District Fund $ 208,712 208,712 192,775 Capital Improvements Fund - Series B (202,661) Computer Fund (4,000) Bond Proceeds 11,000,000 11,000,000 $ 11,208,712 $ 10,709,607 $ 634,910 Excess (Deficiency) of Revenues and Other Sources over Expenditures and Other Uses $ 7,000 $ (342,373) $ 293,616 Fund Balance May 1 April 30 See accompanying Notes to the Financial Statements. 1,423,337 1,129,721 $ 1,080,964 $1,423,337 1 11 C�CJ 1 1 t 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS DEBT SERVICE FUND STATEMENT OF EXPENDITURES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Debt Service Sewerage Improvement Bond Series of 1973 Principal Interest Sewerage Treatment Facility Bond Series of 1973 Principal Interest Corporate Purpose Bond Series of 1983 Principal Interest Corporate Purpose Bond Series 1982 Principal Interest Corporate Purpose Bond Series 1982-A Principal Interest General Obligation Variable Rate Demand Bond Series of 1984 Principal Interest General Obligation Variable Rate Demand Bond Series of 1985 Principal Interest Corporate Purpose Bond Series of 1986 Principal Interest Police Addition Installment Contract of 1979 Principal Interest Fiscal Charges Other Total Expenditures See accompanying Notes to the Financial Statements. Budget Actual $ 75,000 21,538 125,000 42,563 100,000 24,250 25,000 43,525 50,000 32,250 4,100,000 24,287 6,900,000 40,874 100,000 510,444 155,000 10,275 835 8,714 S19 'IQO SGC 11, 1 I p '7 I CAPITAL PROJECT FUNDS I 1 1 1 I Fund Descriptions Capital Projects Funds Land Acquisition Fund - Established in 1974 to acquire land in the area now known as The Brickyards. The funds remaining are held against the potential need of reimbursing the Illinois Department of Transportation in the event a retention pond is not constructed. Capital Projects Fund - Established in 1983 to provide funds for the study and review of the Village of Deerfield Storm and Sanitary Sewer System. Tax Incremental Finance District Fund - Established in 1982 to provide funds for land acquisition and improvements to the Village of Deerfield Tax Increment Financing District. Capital Improvements Series A Fund - Established in December, 1984, to provide funds for Storm Sewer Improvements, Sanitary Improvements and a Street Rehabili- tation Program. Capital Improvements Series B Fund - Established in December, 1985, to provide funds for major renovation to the Storm and Sanitary Sewers and a Street Rehabilitation Program. Brickyards Development Fund - Established for the purpose of providing improvements to the area known as The Brickyards property. This includes construction of Culverts, Creek Realignment, and the extension of Pfingsten Road, which includes a bridge at Lake -Cook and an overpass at Kates Road. Vehicle Replacement Fund - Established to account for the funds annually set aside for the eventual replacement of certain vehicles. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 M 00 v en 1c 10 � a N N N N O N m �N oppp H .p o+p 1 7 8 �p �p O� �A GDO d.00700 N N N W O oo .ONi O N ti N P'1 O y � � N 0mO^O �pOnppo �pC^ppD C m � v1 co V1 V1 O� U N OH LL]] � N N 4T ••-1 co Vf N v, N N m T � N .U+ LL � •M VW 1 O� --� Inlo u'1 co N N a, N n � V�1 V1 '", �J fff�+++ � �Np1 � VY N V} of N 5�Q� {(Y•y± Go vn1 °� rn vni tF71 •O. �•f+ O O N N N U a, coyy Oi P1 ��pp u1 O �7 �ppp O N 1 W (] aN N N 'Al N um L N OC n N N N n N n N n •d •O O W N t~/T V~} O - m ••��]7 ymy ymy L ••ypp Jml tL� O 1. c9 `� rqi Y •� yoy tuub � �'i �i'..� F a .'�+ (U] JCp' nut wy F •�� w F Cfl 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 w 91 0 n N .�-• � A N (D �• Y H rC � n• f! R R y y R K �5e ^gam G n r• �• �f W [�n' r• r• n r..W, IND {p�+y N � s' ~ �Hr � � fD v �-1• ItnD s N Cry R a C y y rw' " R n • W W � 11 I I 1 m �Ni+ iJn VNi ramo. r7 Y r�v N O O O O N y� p WW v O O F O+ Ol �ppODD L� N r• Q�Npp ari' n Fy � W W ll� � � F N � � V o-N-• O� n %+ N V V Is W W F p vp n M N N N O v v N O OD O O l�l� r• M tt �D O O � F F � � Nn •N-• F Zs � ''a nI y N in in N N N fA N 1�1 LWW� L� �' N ppN pWD OD W V� 41 F n 'O � O� � � � N �•.' � W P P � Vl � •w-• v w v m w m m V� W W �p O r•• 1yN Leo O �O ►F•r O O O O �O vvi F �� 7 �N' v v v R f�pnn� pNp. ipp/) F�2 1^ FF r VWi p�� N N 1(nQ N_ F 7 m R y y Vf iA iA N iA N N iA iA pOp O �D [gJ1 �,.� pNp �tp-• W pNp F lwn tWA V` lNn N OD INJ� W 1�-' W N O� IOD ps r, w V Wp Wr W pp yp�� �p N W OD N W r V1 1p-p � p � ppppFpppp O� lFn �O F O� V OD A tNn � lNi� I O` g � 8 1 J SPECIAL ASSESSMENT FUNDS IFund Descriptions ISpecial Assessment Funds - ' Special Assessments 3-84 Fund - This group of special assessments was issued prior to 1930 for various municipal projects. ' Special Assessment 111 Fund - This fund set up in 1974 to account for the collec- tion and disbursement of funds for the improvement of portions of Wilmot Road and Berkeley Court by construction of concrete curb and gutter, sidewalks and a bituminous transition pavement and including a storm drainage system where necessary. Special Assessment 112 Fund - This fund set up in 1975 to account for the collec- tion and disbursement of funds for the construction of concrete pavement, curb and gutter, sidewalks and a drainage system where necessary along portions of Gordon Terrace and Kenmore. Special Assessment 113 Fund - This fund set up in 1978 to account for the collec- tion and disbursement of funds for the improvement of portions of Waukegan and Northwoods Roads by construction of a Sanitary Sewer. Special Assessment 114 Fund - This fund set up in 1978 to account for the colled- tion and disbursement of funds for the improvement of Kates Road by construction of concrete pavement, curb and gutter, storm sewer and other work necessary and ' incidental to the improvement. 69 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 O oo rn r, oo rn 00 C 0 C c"k, oo rn o°i mI^ O MNON0 N N O 1-4 .-1 y R1 H _ a% �f1 Ln Ln cn 1� Ltt N r1 f� --i v =I o 0 0 0 Cr Ln cn en c�ir v • c'•"ir v�'r Ln cn A Lr v'i O ON � N rn ON m M O ON y L LJ fA cn —4 . to to 1�7 cn -8 tcow '8 > n, 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 OL �' f ,' h_•'' fnD R y � O N C a� r-� rt R rt 00 00 WN ppWp� QOWO� w O ' v 00 v OO in 'CO cn <n O O~ O to to <n •tn N Ln W W W pp�p p V�.ni ' 00 0000 00 O U., C/) W O W W %O N N OVO In � 00 � v O rt -M � n 'N {A in i/> :A 8 Ql � v n V V V �J PROPRIETARY FUND TYPES I 1 �L I I ENTERPRISE FUNDS f 11 Fund Descriptions IWater Fund Water Fund - To account for all activity necessary to provide water to the residents of the Village of Deerfield including administration, operation, maintenance, financing and related Debt Service. Sewerage Fund Sewerage Fund - To account for the provision of sewer service to the residents of the Village of Deerfield. All activity necessary to provide such services is accounted for in this fund including, but not limited to, administration, ' construction, maintenance, and operations of the Sewerage Treatment Plant. Refuse Fund Refuse Fund - To account for all revenues and expenses necessary to provide the residents of the Village of Deerfield with refuse service. Commuter Parking Lot Fund Commuter Parking Lot Fund - To account for all activity necessary to construct, operate, and maintain the commuter parking facilities within the Village. It 1 1 71 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS ENTERPRISE FUNDS COMBINING BALANCE SHEET APRIL 30, 1987 Commuter Parking Totals Water Sewerage Refuse Lot 1987 1986 ASSETS Current Assets Cash and Investments $ 718,217 $ 922,429 $ 92,341 $164,524 $1,897,511 $1,492,632 Receivables Property Taxes 378,651 378,651 360,067 Accrued Interest 3,566 5,265 1,750 10,581 5,460 Accounts 347,510 192,756 91,437 631,703 478,877 Other 20,617 13,723 34,340 33,536 Due from Other Funds 735 735 Inventory 40,890 8,303 49,193 41,213 $1,130,800 $1,142,476 $564,914 $164,524 $3,002,714 $2,411,785 Restricted Assets Cash and Investments $ 88,708 $ 88,708 $ 88,708 Fixed Assets (Net of Accumulated Depreciation) $ 459,624 $5,074,799 $448,056 $5,982,479 $5,927,072 Total Assets $1,679,132 $6,217,275 $564,914 $612,580 $9,073,901 $8,427,565 LIABILITIES AND FUND EQUITY Current Liabilities Accounts Payable $ 97,020 $ 52,002 $ 79,705 $ 3,280 $ 232,007 $ 180,129 Compensated Absences Payable 12,866 36,606 49,472 59,026 Other Payables 3,546 9,187 392 13,125 39,426 Due to Other Funds 1,867 2,126 3,459 7,452 5,977 $ 115,299 $ 99,921 $ 83,164 $ 3,672 $ 302,056 $ 284,558 Long -Term Liabilities Revenue Bonds Payable 90,000 90,000 135,000 Total Liabilities $ 205,299 $ 99,921 $ 83,164 $ 3,672 $ 392,056 $ 419,558 Fund Equity Contributed Capital $5,916,368 $626,240 $6,542,608 $6,243,001 Retained Earnings Reserved - Restricted Accounts $ 88,708 $ 88,708 $ 88,708 Unreserved 1,385,125 $ 200,986 $481,750 $0 7,332) 2,050,529 1,676,298 Total Retained Earnings $1,473,833 $ 200,986 $481,750 $0 7,332) $2,139,237 $1,765,006 Total Fund Equity $1,473,833 $6,117,354 $481,750 $608,908 $8,681,845 $8,008,007 Total Liabilities and Fund Equity $1,679,132 $6,217,275 $564,914 $612,580 $9,073,901 $8,427,565 See accompanying Notes to the Financial Statements. 72 1 VILLAGE OF DEERFIELD, ILLINOIS ENTERPRISE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS - UNRESERVED FOR THE YEAR ENDED APRIL 30, 1987 Commuter Parking Totals Water Sewerage Refuse Lot 1987 1986 Operating Revenues Charges for Services Water Sales $1,795,892 $1,795,892 $1,360,193 Sewer Charges $ 948,122 948,122 880,600 Refuse Billings $ 444,063 444,063 439,028 Parking Lot Fees $ 90,953 90,953 90,731 Surcharges 94,056 94,056 78,491 Miscellaneous 56,978 56,155 113,133 115,515 Total Operating Revenues $1-,852,870 $1,098,333 $ 444,063 $ 90,953 $3,486,219 $2,964,558 Operating Expenses Excluding Depreciation Administration $ 119,044 $ 171,484 $ 21,661 $ 312,189 $ 251,314 Operations 1,398,619 740,567 842,129 $ 26,214 3,007,529 2,642,577 Total Operating Expenses $1,517,663 $ 912,051 $ 863,790 $ 26,214 $3,319,718 $2,893,891 Operating Income (Loss) before Depreciation $ 335,207 $ 186,282 $(419,727) $ 64,739 $ 166,501 $ 70,667 Depreciation 61,329 206,478 30,698 298,505 282,857 Operating Income (Loss) $ 273,878 $ (20,196) $(419,727) $ 34,041 $ (132,004) $ (212,190) Nonoperating Revenues (Expenses) Interest Income $ 39,908 $ 50,343 $ 17,005 $ 107,256 $ 95,084 Property Taxes 424,717. 424,717 399,219 Interest Expense (5,738) (5,738) (7,438) $ 34,170 $ 50,343 $ 441,722 - $ 526,235 $ 486,865 Net Income before Operating Transfers $ 308,048 $ 302147 $ 21,995 $ 34,041 $ 394,231 $ 274,675 Operating Transfers (Out) (20,000) (20,000) (20,000) Net Income $ 3082048 $ 30,147 $ 21,995 $ 14,041 $ 374,231 $ 254,675 Retained Earnings - Unreserved May 1 1,077,077 170,839 459,755 (31,373) 1,676,298 1,421,623 April 30 $1,385,125 $ 200,986 $ 481,750 $0 7,332) $2,050,529 $1,676,298 See accompanying Notes to the Financial Statements. 73 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 e cn ON C) $ � m M cN�1 rO 0�0 cn N � �l1 M N n N ONO N N u'1 0000 N �p Vr Vr t/r Vi Vr Vr 1 Vi ro [� LQn �O 1po- 00 a\ M n O O� O� N .r Ln N n O w ^-� ^ M 00 �T1 �D O N Cc -It �O Lr m I CV)N --I M N O 0000 U1 04 cn �T .N-4 ND � � a0 N �t ONN N Cv)O N u •� O �O ^ �1 M ' M N ro c, I %0 00 �r �r yr yr -4 N O N OD A Lr .* 0001 A � � m f? V} Vi N~ Vi N Vi V} C/)• r- N N O � Lt) W C� p Lrl �1 N + - -D 1� �O Lr Lr �O 00 rl N O O M .--i ON 1- - 8 may' r- N CV CV M r � Vti �+ 27N^ 28 � MO�M8O .-t-i ID1- M U M CV)r- ON M H O ONO O� N N ( ppC) O 00 04 ON N � .3 .^-1 0�0 c ) -4 00 `� vMr V). yr yr ccn• ar vQ-r 4J co •4 N c� 4 a� 4 a a) c`� 4 4 4-1 v En 2Q, �3 a3 lCd 7 FC-1 W H y [y fx 4J S a 74 VILLAGE OF DEERFIELD, ILLINOIS BALANCE SHEET APRIL 30. 1987 1987 1986 ASSETS Current Assets Cash and Investments $ 718,217 $ 521,276 Receivables Accrued Interest 3,566 Accounts - Billed 85,914 75,209 - Unbilled 261,596 173,695 Other 20,617 33,536 Inventory 40,890 41,213 $1,130,800 $ 844,929 Restricted Assets Cash and Investments $ 88,708 $ 88,708 Fixed Assets Cost $1,109,119 $1,074,763 Accumulated Depreciation 649,495 588,166 $ 459,624 $ 486,597 Total Assets $1,679,132 $1,420,234 LIABILITIES AND FUND EQUITY Current Liabilities Accounts Payable $ 97,020 $ 71,238 Compensated Absences Payable 12,866 15,881 Other Payables 3,546 31,413 Due to Other Funds 1,867 917 $ 115,299 $ 119,449 Long -Term Liabilities Revenue Bonds Payable 90,000 135,000 Total Liabilities $ 205,299 $ 254,449 Fund Equity Retained Earnings Reserved - Restricted Accounts $ 88,708 $ 88,708 Unreserved 1,385,125 1,077,077 Total Retained Earnings $1,473,833 $1,165,785 Total Liabilities and Fund Equity $1,679.132 $1.420.234 See accompanying Notes to the Financial Statements. 75 1 1 1 1 1 VILLAGE'OF DEERFIELD, ILLINOIS WATER FUND STATEMENT OF CHANGES IN RETAINED EARNINGS - RESERVED - RESTRICTED ACCOUNTS FOR THE YEAR ENDED APRIL 30. 1987 Principal and Bo nd Interest Depreciation Reserve Totals Increases - - - - Decreases - - - - Net Increase (Decrease) - - - - Account Balances May 1 $21,708 $15,000 $52,000 $88,708 April 30 $21,708 $15,000 $52,000 $88,708 See accompanying Notes to the Financial Statements. 76 1 VILLAGE OF DEERFIELD, ILLINOIS WATER FUND STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS - UNRESERVED - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Operating Revenues Charges for Services Water Sales Miscellaneous Permits and Fees Penalties Other Total Operating Revenues Operating Expenses Excluding Depreciation Administration Operations Distribution Maintenance - Mains and Fire Hydrants Maintenance - Meters Total Operating Expenses Operating Income before Depreciation Depreciation Operating Income Nonoperating Revenues (Expenses) Interest Income Interest Expense - Revenue Bonds Net Income Retained Earnings - Unreserved May 1 April 30 1987 1986 Budget Actual Actual $1,670,000 $1,795,892 $1,360,193 25,000 35,222 36,868 16,000 20,880 18,005 500 876 5,514 $1,711,500 $1,852,870 $1,420,580 $ 123,700 $ 119,044 $ 103,619 1,278,800 1,249,222 958,026 133,200 112,261 99,138 57,170 37,136 42,717 $1,592,870 $1,517,663 $1,203,500 $ 118,630 $ 335,207 $ 217,080 61,329 49,931 $ 118,630 $ 273,878 $ 167,149 $ 35,000 $ 39,908 $ 32,634 (6,800) (5,738) (7,438) $ 28,200 $ 34,170 $ 25,196 $ 146,830 $ 308,048 $ 192,345 See accompanying Notes to the Financial Statements. 1,077,077 884,732 $1,385,125 $1,077,077 11 11 r]l 11 11 VILLAGE OF DEERFIELD, ILLINOIS STATEMENT OF OPERATING EXPENSES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Administration Salaries Employee Benefits Professional Services Travel, Training and Dues Printing and Advertising Communications Contractual Services Insurance Motor Vehicle Maintenance Miscellaneous Supplies Equipment Motor .Vehicle Supplies Occupancy Apparel Bond Principal Repairs and Maintenance Total Less Nonoperating Items Bond Principal Fixed Assets Capitalized Total Administration Operations Distribution Salaries Overtime Part -Time Employee Benefits Professional Services Printing and Advertising Contractual Services Utility Services Motor Vehicle Maintenance Repairs and Maintenance Miscellaneous Purchase of Water Supplies 77 Budget Actual $ 49,500 $ 56,883 6,600 6,885 3,700 300 654 700 1,281 8,000 8,669 1,000 593 36,900 26,365 1,200 2,201 300 1,132 500 1,001 1,400 1,282 700 547 12,000 12,000 1,500 833 40,000 45,000 $ 165,100 $ 165,326 $ 40,000 $ 45,000 1,400 1,282 $ 41,400 $ 46,282 $ 123,700 $ 119,044 $ 27,800 $ 31,025 5,900 1,931 76 2,600 3,872 1,500 1,495 1,100 5,800 8,137 84,900 68,982 1,200 3,117 3,000 2,543 1,300 7 1,140,000 1,123,705 500 1,027 78 1 VILLAGE OF DEERFIELD, ILLINOIS STATEMENT OF OPERATING EXPENSES - BUDGET AND ACTUAL (CONT.) FOR THE YEAR ENDED APRIL 30, 1987 Budget Actual Operations (Cont.) Distribution (Cont.) Motor Vehicle Supplies $ 1,000 $ 186 Chlorine 1,000 Materials 1,200 3,119 Equipment 2,700 2,350 Total $1,281,500 $1,251,572 Less Nonoperating Items Fixed Assets Capitalized 2,700 2,350 Total Distribution $1,278,800 $1,249,222 Maintenance - Main and Fire Hydrants Salaries $ 36,100 $ 30,527 Overtime 11,500 7,973 Part -Time 18,400 15,536 Employee Benefits 2,700 4,331 Contractual Services 20,900 14,320 'Motor Vehicle Maintenance 3,000 5,755 Repairs and Maintenance 10,500 3,828 Equipment Rental 1,000 Miscellaneous 400 227 Motor Vehicle Supplies 1,900 1,363 Small Tools and Equipment 300 163 Aggregates 6,000 6,723 Materials 20,500 21,515 Equipment 3,100 4,025 Improvements - Not Buildings 10,000 10,486 Total $ 146,300 $ 126,772 Less Nonoperating Items Fixed Assets Capitalized 13,100 14,511 Total Maintenance - Main and Fire Hydrants $ 133,200 $ 112,261 I 79 1 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS STATEMENT OF OPERATING EXPENSES - BUDGET AND ACTUAL (CONT.) FOR THE YEAR ENDED APRIL 30, 1987 Budget Actual Operations (Cont.) Maintenance - Meters Salaries $ 35,300 $ 27,631 Overtime 800 761 Part -Time 900 815 Employee Benefits 5,370 3,610 Professional Services 3,000 Travel, Training and Dues 300 Printing and Advertising 1,000 41 Contractual Services 2,200 Motor Vehicle Maintenance 2,000 1,854 Repairs and Maintenance 1,400 Miscellaneous 300 278 Supplies 300 126 Motor Vehicle Supplies 1,000 676 Materials 3,000 1,262 Small Tools and Equipment 300 82 Equipment 17,500 24,164 Total $ 74,670 $ 61,300 Less Nonoperating Items Fixed Assets Capitalized 17,500 24,164 Total Maintenance - Meters $ 57,170 $ 37,136 Total Expenses $1,592,870 $1,517,663 VILLAGE OF DEERFIELD, ILLINOIS STATEMENT OF FIXED ASSETS AND DEPRECIATION FOR THE YEAR ENDED APRIL 30, 1987 Assets Balances Balances May 1 Additions Deletions April 30 Water System $ 785,215 $ 2,536 $ 787,751 Equipment and Automotive 289,548 31,820 321,368 $1,074,763 $34,356 - $1,109,119 Accumulated Depreciation Balances Balances May 1 Provisions Deletions April 30 Water System $ 464,918 $19,630 $ 484,548 Equipment and Automotive 123,248 41,699 164,947 $ 588,166 $61,329 - $ 649,495 Net Asset Value $ 459,624 t 1 1 1 1 1 1 1 i 1 i 1 1 f 1 1 1 1 1 VILLAGE OF DEERFIELD,'ILLINOIS SEWERAGE FUND BALANCE SHEET APRIL 30. 1987 ASSETS Current Assets Cash and Investments Receivables Accrued Interest Accounts - Billed - Unbilled Other Inventory Fixed Assets Cost Accumulated Depreciation Total Assets LIABILITIES AND FUND EQUITY Current Liabilities Accounts Payable Compensated Absences Payable Other Payables Due to Other Funds Total Liabilities Fund Equity Contributed Capital Retained Earnings Unreserved Total Fund Equity Total Liabilities and Fund Equity See accompanying Notes to the Financial Statements. 1987 1986 $ 922,429 $ 773,284 5,265 4,747 33,784 24,569 158,972 115,161 13,723 8,303 $1,142,476 $ 917,761 t $6,481,119 $6,161,562 1,406,320 1,199,841 $5,074,799 $4,961,721 $6,217,275 $5,879,482 $ 52,002 $ 40,690 36,606 42,178 9,187 7,513 2,126 1,501 $ 99,921 $ 91,882 $5,916,368 $5,616,761 $ 200,986 $ 170,839 $6,117,354 $5,787,600 $6,217,275 $5,879,482 81 82 STAMM OF REVENUES, EXPENSES, AND CHANCES IN RETAINED EARNINGS - UNRESERVED - BUDGET AND ACIUAL FOR THE YEAR ENDED APRIL 30, 1987 Operating Revenues Charges for Services Sewer Charges Surcharges - Construction Surcharges - Sara Lee Miscellaneous Permits and Fees Penalties Other Total Operating Revenues Operating Expenses Excluding Depreciation Administration Operations Treatment Plant Cleaning and Maintenance Construction Total Operating Expenses Operating Income (Loss) before Depreciation Depreciation Operating Income (Loss) Nonoperating Revenues Interest Income Net Income Other Changes in Retained Earnings - Unreserved Intrafund Transfers In Retained Earnings - Reserved - Restricted Accounts Net Increase in Retained Earnings - Unreserved Retained Earnings - Unreserved May 1 April 30 See accompanying Notes to the Financial Statements. 1987 1986 Budget Actual Actual $920,000 $ 948,122 $ 880,600 44,262 43,424 25,000 49,794 35,067 25,000 41,230 40,670 11,000 11,485 10,673 2,000 3,440 3,785 $983,000 $1,098,333 $1,014,219 $170,700 $ 171,484 $ 134,594 515,750 556,766 490,298 115,770 93,028 106,053 128,520 90,773 123,772 $930,740 $ 912,051 $ 854,717 $ 52,260 $ 186,282 $ 159,502 68,500 206,478 202,228 $(16,240) $ (20,196) $ (42,726) 50,000 50,343 50,933 $ 33,760 $ 30,147 $ 8,207 170,000 - - $203,760 $ 30,147 $ 8,207 170,839 162,632 $ 200,986 $ 170,839 1 83 1 VILLAGE OF.,DEERFIELD, ILLINOIS SEWERAGE FUND STATEMENT OF OPERATING EXPENSES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Budget Actual Administration Salaries $ 49,500 $ 58,162 Overtime 500 162 Employee Benefits 6,800 7,256 Professional Services 2,200 Travel, Training and Dues 200 205 Printing and Advertising 100 17 Communications 2,200 2,345 Insurance 90,300 86,898 Motor Vehicle Maintenance Repairs and Maintenance 900 1,300 512 Miscellaneous 700 514 Supplies 600 1,013 Motor Vehicle Supplies 700 705 Occupancy 12,000 12,000 Apparel 1,500 820 Contractual Services - 1,200 875 Total Administration $170,700 $171,484 Operations Treatment Plant 1 Salaries $201,400 $193,119 Overtime 6,300 9,263 Part -Time 4,100 3,775 Employee Benefits 20,750 24,540 Professional Services 5,000 Travel, Training and Dues 900 1,044 Printing and Advertising 1,000 15 Communications 3,400 4,230 Contractual Services 34,500 41,870 Utility Services 172,900 192,392 Motor Vehicle Maintenance 3,000 2,620 Repairs and Maintenance 28,000 54,841 Equipment Rental 1,000 555 Supplies Motor Vehicle Supplies 8,500 6,000 8,264 5,216 Chlorine 7,000 1,228 Aggregates 2,500 3,012 Materials 4,000 6,727 Street Signs 300 84 VILLAGE OF DEERFIELD, ILLINOIS SEWERAGE FUND STATEMENT OF OPERATING EXPENSES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30. 1987 Budget Actual Operations (Cont.) Treatment Plant (Cont.) Small Tools and Equipment $ 500 $ 891 Apparel 1,700 790 Miscellaneous 3,000 2,374 Equipment 21,400 18,256 Improvements - Not Buildings 170,000 Total $707,150 $575,022 Less Nonoperating Items Fixed Assets Capitalized 191,400 18,256 Total Treatment Plant $515,750 $556,766 Cleaning and Maintenance Salaries $ 47,700 $ 53,908 Overtime 4,400 2,789 Part -Time 2,400 1,863 Employee Benefits 7,370 5,886 Contractual Services 10,000 4,345 Motor Vehicle Maintenance 4,000 2,792 Repairs and Maintenance 5,000 3,117 Equipment Rental 3,000 Miscellaneous 2,000 Supplies 20,100 11,662 Motor Vehicle Supplies 1,500 795 Aggregates 1,000 763 Materials 7,000 4,999 Equipment 3,400 1,694 Small Tools and Equipment 300 109 Total $119,170 $ 94,722 Less Nonoperating Items Fixed Assets Capitalized 3,400 1,694 Total Cleaning and Maintenance $115,770 $ 93,028 85 VILLAGE OF.DEERFIELD, ILLINOIS SEWERAGE FUND STATEMENT OF OPERATING EXPENSES - BUDGET AND ACTUAL (CONT.) FOR THE YEAR ENDED APRIL 30, 1987 Operations (Cont.) Construction Salaries Overtime Part -Time Employee Benefits Contractual Services Motor Vehicle Maintenance Repairs and Maintenance Equipment Rental Supplies Motor Vehicle Supplies Aggregates Materials Small Tools and Equipment Total Construction Total Expenses Budget Actual $ 74,100 $ 63,686 2,100 94 1,200 1,257 8,920 9,476 5,000 3,622 5,500 2,459 7,500 2,052 1,000 2,000 1,961 2,000 2,156 5,000 665 14,000 3,345 200 $128,520 $ 90,773 $930,740 $912,051 m VILLAGE OF DEERFIELD, ILLINOIS SEWERAGE FUND STATEMENT OF FIXED ASSETS AND DEPRECIATION FOR THE YEAR ENDED APRIL 30, 1987 Sewer System and Plant Equipment and Automotive Sewer System and Plant Equipment and Automotive Assets Balances May 1 Additions Deletions $5,953,497 $317,863 208,065 1,694 $6,161,562 $319,557 - Accumulated Depreciation Balances April 30 $6,271,360 209,759 $6,481,119 Balances Balances May 1 Provisions Deletions April 30 $1,102,679 $173,890 $1,276,569 97,162 32,589 129,751 $1,199,841 $206,479 - $1,406,320 Net Asset Value $5,074,799 1% 1 1 1 1 1 1 1 1 1 1 1 1 VILLAGE.OFDEERFIELD, ILLINOIS BALANCE SHEET APRIL 30, 1987 ASSETS Current Assets 1987 1986 Cash and Investments $ 92,341 $ 79,869 Receivables Property Taxes 378,651 360,067 Accrued Interest 1,750 713 Accounts - Billed 19,121 19,445 - Unbilled 72,316 70,798 Due from Other Funds 735 Total Assets $564,914 $530,892 LIABILITIES AND FUND EQUITY Current Liabilities Account Payable $ 79,705 $ 67,578 Due to Other Funds 3,459 3,559 Total Liabilities $ 83,164 $ 71,137 Fund Equity Retained Earnings Unreserved 481,750 459,755 Total Liabilities and Fund Equity $564,914 $530,892 See accompanying Notes to the Financial Statements. EN3 VILLAGE OF DEERFIELD, ILLINOIS STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 1987 1986 Budget Actual Actual Operating Revenues Charges for Services Refuse Billing $ 438,000 $ 444,063 $ 439,028 Operating Expenses Administration $ 15,000 $ 21,661 $ 13,101 Operations Contractual Services 850,000 842,129 797,134 Total Operating Expenses $ 865,000 $ 863,790 $ 810,235 Operating Income (Loss) $(427,000) $(419,727) $(371,207) Nonoperating Revenues (Expenses) Interest Income $ 15,000 $ 17,005 $ 11,517 Property Taxes 425,000 424,717 399,219 $ 440,000 $ 441,722 $ 410,736 Net Income $ 13,000 $ 21,995 $ 39,529 Retained Earnings May 1 459,755 420,226 April 30 $ 481,750 $ 459,755 See accompanying Notes to the Financial Statements. 1 1 1 1 1 f 1 i 1 1 1 1 1 1 i 1 1 i 1 VILLAGE OY DEERFIELD, ILLINOIS BALANCE SHEET APRIL 30, 1987 ASSETS Current Assets Cash and Investments Fixed Assets Cost Accumulated Depreciation Total Assets LIABILITIES AND FUND EQUITY Current Liabilities Accounts Payable Compensated Absences Payable Other Payables Total Liabilities Fund Equity Contributed Capital Retained Earnings - Unreserved Total Fund Equity Total Liabilities and Fund Equity See accompanying Notes to the Financial Statements. 1987 1986 $ 164,524 $ 118,203 $ 691,458 $ 691,458 (243,402) (212,704) $ 448,056 $ 478,754 $ 612,580 $ 596,957 $ 3,280 $ 623 967 392 500 $ 3,672 $ 2,090 $ 626,240 $ 626,240 (17,332) (31,373) $ 608,908 $ 594,867 $ 612,580 $ 596,957 L-1k, 90 VILLAGE OF DEERFIELD, ILLINOIS COMMUTER PARKING LOT FUND STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Operating Revenues Parking Lot Fees Operating Expenses Excluding Depreciation Operations Operating Income before Depreciation Depreciation Operating Income before Operating Transfers Operating Transfers (Out) Street and Bridge Fund Net Income Retained Earnings May 1 April 30 1987 1986 Budget Actual Actual $ 93,000 $ 90,953 $ 90,731 25,530 26,214 25,439 $ 67,470 $ 64,739 $ 65,292 30,698 30,698 $ 67,470 $ 34,041 $ 34,594 (20,000) (20,000) (20,000) $ 47,470 $ 14,041 $ 14,594 See accompanying Notes to the Financial Statements. (31,373) (45,967) $07,332) $(31,373) 91 VILLAGE OF DEERFIELD, ILLINOIS COMMUTER PARKING LOT FUND STATEMENT OF OPERATING EXPENSES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Budget Actual Operations Parking Lots - Village and Federal Funds Salaries $ 3,200 $ 3,481 Benefits 140 243 Insurance 400 321 Utility Services 2,000 2,748 Repairs and Maintenance 1,000 Supplies 500 Aggregates 500 Equipment 500 Property Rentals 7,500 7,440 Materials 800 640 Total $16,540 $14,873 Less Nonoperating Items Fixed Assets Capitalized 500 - Total Parking Lots - Village and Federal Funds $16,040 $14,873 Parking Lots - Village Construction Salaries $ 3,400 $ 3,525 Overtime 170 Benefits 140 250 Insurance 350 320 Utility Services 2,800 5,988 Repairs and Maintenance 1,000 44 Supplies 500 143 Aggregates 200 Materials 1,000 901 Equipment 100 Total Parking Lots - Village Construction $ 9,490 $11,341 Total Operating Expenses $25,530 $26,214 92 Land Parking Lot Parking Lot Net Asset Value VILLAGE OF DEERFIELD, ILLINOIS COMMUTER PARKING LOT FUND STATEMENT OF FIXED ASSETS AND DEPRECIATION FOR THE YEAR ENDED APRIL 30, 1987 Balances May 1 $ 77,500 613,958 $691,458 Assets Additions Deletions Accumulated Depreciation Balances April 30 $ 77,500 613,958 $691,458 Balances Balances May 1 Provisions Deletions April 30 $212,704 $30,698 $243,402 $212,704 $30,698 - $243,402 $448,056 1 1 1 1 L k INTERNAL SERVICE FUND 1 Fund Description 1 Garage Fund Garage Fund - To account for all activity necessary to maintain the efficient and safe operation of Village vehicles and equipment. The Garage is operated and maintained by the Village of Deerfield and the various departments are billed according to the services rendered. I 93 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS BALANCE SHEET APRIL 30. 1987 ASSETS Due from Other Funds Inventory Total Assets LIABILITIES AND FUND EQUITY Liabilities Cash Overdrafts Accounts Payable Other Payables Compensated Absences Payable Total Liabilities Fund Equity Retained Earnings Unreserved Total Liabilities and Fund Equity See accompanying Notes to the Financial Statements. 1987 1986 $13,281 $10,761 33,010 29,101 $46,291 $39,862 $40,200 $ 7,244 5,224 8,957 1,144 8,028 7,000 $54,596 $23,201 (8,305) 16,661 $46,291 $39,862 94 VILLAGE OF DEERFIELD, ILLINOIS GARAGE FUND STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Operating Revenues Charges for Services Billings Operating Expenses Operations Net Income (Loss) Retained Earnings May 1 April 30 1987 1986 Budget Actual Actual $148,300 $125,369 $128,562 146,000 150,335 143,129 $ 2,300 $(24,966) $0 4,567) See accompanying Notes to the Financial Statements. 16,661 $ (8,305) 31,228 $ 16,661 95 VILLAGE OF DEERFIELD, ILLINOIS STATEMENT OF CHANGES IN FINANCIAL POSITION FOR THE YEAR ENDED APRIL 30, 1987 Cash Was Provided By Increase in Current Liabilities Cash Was Used To Fund Operations Net Loss Increase Current Assets Decrease in Current Liabilities Net Increase (Decrease) Cash and Investments May 1 April 30 See accompanying Notes to the Financial Statements. Totals 1987 1986 $ 4,241 $ 24,966 6,429 1,561 $ 32,956 $ 14,567 4,200 $ 18,767 $ 0 2,956) $(14,526) (7,244) $(40,200) 7,282 $ (7,244) 96 VILLAGE OF DEERFIELD, ILLINOIS STATEMENT OF OPERATING EXPENSES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 Operations Public Works Department Salaries Overtime Employee Benefits Apparel Travel, Training and Dues Printing and Advertising Insurance Miscellaneous Professional Services Contractual Services Utility Services Repairs and Maintenance Supplies Motor Vehicle Supplies Equipment Communications Materials Small.Tools and Equipment Total Operating Expenses Budget Actual. $ 59,500 $ 59,472 5,300 5,685 7,450 7,529 500 260 500 114 400 275 6,800 6,755 200 64 50 42 1,300 852 5,000 5,092 47,400 53,645 800 174 8,000 7,880 800 113 500 762 1,500 1,621 $146,000 $150,335 FIDUCIARY FUND TYPES 1 1 11 I I �LF I TRUST AND AGENCY FUNDS 1 '1 Fund Descriptions Police Pension Fund l�l Police Pension Fund - To account for the resources necessary to provide retirement and disability benefits to personnel of the Village of Deerfield Police l ` Department. Deposit Fund Deposit Fund - To account for monies on deposit with the Village which are being held on a temporary basis. Deferred Compensation Plan Fund Deferred Compensation Plan Fund - To account for salary deductions held by the Village for certain Village employees. The deferred compensation is available to �. employees upon termination or retirement. 11 I 97 rn I-1 z E+ aA w W W co A >+ U rn - w az-� ~ �� 00o W A C7 a A .< H a O C/3 W A H U a H 00 110 00 .-4 I n 00 M 00 CN 00 O 00 r� N M H O -4 M %.D O N ON cn N cn M . 4 M M -'4 N -4 C)N to to N 1- In --I Opp � N --� N - + --i 00 --i - C N m 00 Ln I- M u' n �t -4 Lf --4 • 1 a0 �D 00 r- 00 M cn �� M M V) --1 N iJ O �. [� Ln in 't %D M ON N Ln O% as O M 00 as as N It --4 M O N 00 -4 O*, t 00 Ln 00 Ln N N --1 as O\ cn .O u's 00 -t n CA 00 -r n O Op O� It cn 00 M N %D M N- 4 N .-� N -4 0 %D 't --4 � Ll ul �; u1 V)- v> N <rj- N C O 'd , O% a) 00 00 00 00 00 w CO C 00 00 00 00 00 W cn CO >> 4-4(Ua) CL M M M cn M GO U Qi 00 a,, 00 00 00 •4 n —4 00 00 't u, 00 00 y N 1- 't c u1 %D 00 ON m u1 C a) C n --4 M O O M 1--4 m O cn N N M O ++ u 0 %D M in %D M O M It O .t %D O •4 a)•4•r4 m C- 4 W .-i u, cn i cl --� O� 1� .-� M C w O C r, U-S 00 M N-4 f ,r v Ln a} vs N 8 a) 41 u (U 1J Cn W O a) ca U •� rn u W C co C "e co v z 0 �. a) co -4 w po +a C a) A A W [L +�+ z ++ - •b O cn O 0) C + H + a cn cv W A a) rA rn a) O C a) u •O 114 --1 ca •.4 C W C a) m cn d v cv C 4J a -4 .,zq N cn C ­4 4 12. C •a w o ¢- a P. u 4�. o0 H c y a) w >, C >, •-4 w .e w V a H • �`�� a wi�4���14 '•b C C �+ oa U) ca 41 a a, ci. ;"a a m a) �, O --4 cv -.4 wri) w w 0 C b> a -4 1J •b cn rl F1 -4 " L rl ca a) w -a b .D w a) 8 C tv a � •-4 O o CO -4C + > a) M co 0 C ca (1) 7 w O a) ,., •.a C cn " LJ" cv w w L L u `° C u ua H Mw •�ouw 0 H a) a, H H Cud C a) w 4J W O ,Q U a) C 7 a •C C cn y cnU rodAA C�a 0) Gu�a.�O U d' a rZ4 cn 98 VILLAGE OF DEERFIELD, ILLINOIS TRUST AND AGENCY FUND POLICE PENSION FUND STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL FOR THE YEAR ENDED APRIL 30, 1987 1987 Operating Revenues Taxes Property Taxes Replacement Taxes Contributions Employee Contributions Miscellaneous Interest Gain on Sale of Investments Total Operating Revenues Operating Expenses Benefits and Refunds Pension Payments Separation Refunds Miscellaneous Filing Fee Total Operating Expenses Income before Operating Transfers Operating Transfers In General Fund Net Income Fund Balances May 1 April 30 Budget $175,000 5,000 105,000 390,000 $675,000 $100,000 20,000 500 $120,500 $554,500 $554,500 See accompanying Notes to the Financial Statements. Actual $ 174,880 5,554 99,923 381,538 77,330 $ 739,225 $ 83,885 17,050 $ 638,191 $ 639,091 3,772,538 Q, A I I Ala 1986 Actual $ 168,972 4,751 97,525 361,378 $ 632,626 $ 67,873 937 $ 68,810 $ 563,816 3,208,722 4z1 771 r1gQ 1 1 VILLAGE OF DEERFIELD, ILLINOIS TRUST AND AGENCY FUNDS POLICE PENSION FUND STATEMENT OF CHANGES IN FINANCIAL POSITION FOR THE YEAR ENDED APRIL 30, 1987 Total 1987 1986 Cash Was Provided By Operations Net Income $ 639,091 $ 563,816 Increase in Current Liabilities 1,528 Decrease Current Assets 13,419 $ 652,510 $ 565,344 Cash Was Used To Increase Current Assets $ 14,957 Decrease in Current Liabilities $ 122 $ 122 $ 14,957 Net Increase $ 652,388 $ 550,387 Cash and Investments May 1 3,519,283 2,968,896 April 30 $4,171,671 $3,519,283 See accompanying Notes to the Financial Statements. 99 VILLAGE OF DEERFIELD, ILLINOIS AGENCY FUNDS COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES FOR THE YEAR ENDED APRIL 3 , 1987 Balances May 1 Increase Decrease All Funds ASSETS Cash and Investments $ 67,845 $ 5,429 Receivables - Other 1,012 $ 1,012 Due from Other Funds 1,214 Assets Held by Agents for Deferred Compensation Plan (Market Value) 485,873 165,086 11,070 Total Assets $555,944 $170,515 $12,082 LIABILITIES Accounts Payable $ 1,168 $ 3,613 Deposits Payable 68,903 $ 1,954 Due to Other Funds 2,758 Due to Participants 485,873 165,086 11,070 Total Liabilities $555,944 $171,457 $13,024 Deposit Fund ASSETS Cash and Investments $ 67,845 $ 5,429 Receivables - Other 1,012 $ 1,012 Due from Other Funds 1,214 Total Assets $ 70,071 $ 5,429. $ 1,012 LIABILITIES Accounts Payable $ 1,168 $ 3,613 Deposits Payable 68,903 $ 1,954 Due to Other Funds 2,758 Total Liabilities $ 70,071 $ 6,371 $ 1,954 Deferred Compensation Plan Fund ASSETS Assets Held by Agents for Deferred Compensation Plan (Market Value) $485,873 $165,086 $11,070 LIABILITIES Due to Participants $485,873 $165,086 $11,070 See accompanying Notes to the Financial Statements. 100 Balances April 30 $ 73,274 1,214 639,889 $714,377 $ 4,781 66,49949 2,758 639,889 $714,377 $ 73,274 1,214 $ 74,488 $ 4,781 6949 2,,758758 2 $ 74,488 r� $639,889 r � $639,889 11 I I 1 I ACCOUNT GROUPS I t General Fixed Assets Account Group ,t To account for fixed assets not in proprietary fund operations or accounted for in trust funds. 1 I 1, 1, 101 VILLAGE OF DEERFIELD, ILLINOIS GENERAL FIXED ASSETS ACCOUNT GROUP STATEMENT OF GENERAL FIXED ASSETS APRIL 30. 1987 GENERAL FIXED ASSETS Land $1,929,477 Buildings and Improvements 1,237,500 Vehicles 412,994 Equipment 1,113,035 IV. gal nnA INVESTMENT IN GENERAL FIXED ASSETS General Revenues General Obligation Bonds Installment Contracts See accompanying Notes to the Financial Statements. $2,793,006 1,500,000 400,000 $4,693,006 ell C G r • r • �-t R � � w r• r-, O o w pI- (u a m R (p a kt n a a (p fT R C ra Un r o 000 l a a 4' -1-- w rn N � N rt r• O A) O o O O o m R y N 00 w V r• .c rn w o m o o M r+ N J' W �- 00 Un v G w -4 w r• O O of v W W I'O O (D vn —j �- v R _VY -(/> l� N H C1 OD �t O %.O W — 4 R W 4` W 4 W r-+ In O� %0 In N zor 103 VILLAGE OF DEERFIELD, ILLINOIS GENERAL FIXED ASSETS ACCOUNT GROUP STATEMENT OF CHANGES IN GENERAL FIXED ASSETS - BY FUNCTION AND ACTIVITY FOR THE YEAR ENDED APRIL 30, 1987 Balances Balances Function and Activity May 1 Additions Deletions April 30 General Government $1,072,543 $ 74,923 $ 2,614 $1,144,852 Public Safety 2,717,730 25,500 29,315 2,713,915 Public Works 756,347 104,872 26,980 834,239 $4,546,620 $205,295 $58,909 $4,693,006 I General Long -Term Debt Account Group 1 To account for the long-term portion of the Village's Bond Issues and Installment Contracts. 1 1 f fl 11 t 1, t 104 n M O 00 O en 10 O O O O o 00 C CO N CO N O rn .7 r+ m n .fin 10 n V) f? V? t? ~ N O u O .7 O O O O F lO en O O O O, O O O O n W O cy, O O O 1 2 O to O Ln Ln m O O O w 0w t�1 O O O •+ — 'D al.1 O O C C w O, N n O O O En 10 M O o 0 O, w w n-0w C 0 o' o 0 0 m w d d +� •w i -. o 0 0 �! CI w N w N 1 O O O w O N co n N O O O •••� � t+1 O O O o� y � a C 4 In U LO F m m w 41 41 CI •N N N a0 V m w 10 P1 O O O a o 0 �n " °p O o 0 7 O .O w In v� ,� W O C� Z n m U O m of t? t? N O o� a N d v `d O L y •rd f+1 N r+ M w w co co °° 0 0 0 0 c. mn ° a0 ^' o C 0 c9 a w L • J C. v, v, W d U W c 0 o Co V} ~ yr Vr c. aY O 0�7 F Z m v L CJ N u•w � lo O O O w o00 O ClO F �7 E •,.i N O, V1 d C. O to -+ W 3 o •0 w coo F W O O V> co <Oir L m N W •� �"1 �O .7 O O O 0o E w n ro 5 d o to o e••i o o O 0 o 0 w > cn -. - 3 y0. •C w r°%a. i O o 0 0 to E ��is ��is ��is M. m u m ca C W o N E w u u v a d F W w aye Y� N tC ly a In a u pd a0 co N 0.--3 W Z m O A O C] m of m a w a w o a .. c a a E •o w c m d 6 w v y u d0 W w 'dF a z C ly u F of w z w 0 o 0 cq W O U eo wr+ a d'Oo w > dda c� O O {rz.� 10J C OC E Z £ d W L W a, U' W Z •-•� �tl �••� 7 7 w C7 a� N F O O O w C ul A S v a Iq c� Il t I SUPPLEMENTARY DATA i 105 Val" OF DEERFIELD, ILLINOIS ALL FUNDS COMBINED STATEMENT OF CASH AND INVESTMa4TS APRIL 30, 1987 Cash on Denand Total Hand Deposits Investments 1987 1986 General $1,075 $(712,940) $ 3,926,909 $ 3,215,044 3,147 158 Special Revenue Municipal Audit $ 12,356 $ 12,356 $ 12,846 Emergency Services and Disaster 19,645 19,645 18,199 Youth Bound 8,557 8,557 8,140 Library $ 600 46,774 $ 364,281 - 411,655- 362,435 Street and Bridge 187,535 128,313 315,848 99,141 Illinois Municipal Retirement (233,217) 250,000 16,783 36,009 Public Benefit 63,273 63,273 61,273 Federal Revenue Sharing (1,567) 4,374 2,807 96,695 Motor Fuel Tax 8,849 275,000 283,849 233,868 Transportation 5,963 5,963 4,986 $ 000 $ 118,168 $ 1,021,968 $ 1,140,736 $ 933,592 Debt Service $(164,759) $ 1,316,523 $ 1,151,764 $ 1,478,968 Capital Projects Land Acquisition $ 158,625 $ 158,625 $ 158,625 Capital Projects (83,385) $ 133,916 50,531 18,307 Tax Incremental Finance District 992,089 1,755,048 2,747,137 1,481,576 Capital Improvements Series A (9,873) 1,111,751 1,101,878 1,627,444 Capital Improvements Series B (160,600) 6,519,109 6,358,509 6,413,287 Brickyards Development 8,565 8,565 (7,846) Vehicle Replacement (197,426) 750,000 552,574 $ 707,995 $10,269,824 $10,977,819 $ 9,691,393 Special Assessments $ 59,197 $ 59,197 $ 50,011 Enterprise Water $ 78,176 $ 728,749 $ 806,925 $ 609,984 Sewerage 12,839 909,590 922,429 773,284 Refuse (57,659) 150,000 92,341 79,869 Commuter Parking Lot 164,524 164,524 118,203 $ 197,880 $ 1,788,339 $ 1,986,219 $ 1,581,340 Internal Service Garage $ (40,200) $ (40,200) $ (7,244) Trust and Agency Police Pension $ 92,507 $ 4,079,164 $ 4,171,671 $ 3,519,283 Deposit 44,653 28,621 73,274 67,845 $ 137,160 $ 4,107,785 $ 4,244,945 $ 3,587,128 $1,675 $ 243,304 $22,490,545 $22,735,524 $20,462,346 nul VILLAGE OF DEERFIELD, ILLINOIS LONG-TERM DEBT REQUIREMENTS SEWERAGE IMPROVEMENT BOND SERIES OF 1973 APRIL 30, 1987 Date of Issue Date of Maturity Authorized Issue Actual Issue Denomination of Bonds Interest Rate Principal Maturity Date Interest Dates Payable at June 1, 1973 December 1, 1992 $1,080,000 $1,080,000 $5,000 4.4%-5.1% December 1 June 1 and December 1 Belleville National Savings Bank PRINCIPAL AND INTEREST REQUIREMENTS Tax Bond Levy Numbers Year Principal 122-136 1985 137-151 1986 $ 75,000 152-166 1987 75,000 167-181 1988 75,000 182-196 1989 75,000 197-206 1990 50,000 207-216 1991 50,000 Interest Total $ 9,888 $ 9,888 17,975 92,975 14,337 89,337 10,625 85,625 6,875 81,875 3,750 53,750 1,250 51,250 Coupons Due on Dec. 1 Amount June 1 Amount 1987 $ 9,888 1987 $ 9,888 1988 8,087 1988 8,087 1989 6,250 1989 6,250 1990 4,375 1990 4,375 1991 2,500 1991 2,500 1992 1,250 1992 1,250 $400,000 $64,700 $464,700 $32,350 $32,350 107 VILLAGE OF DEERFIELD, ILLINOIS LONG-TERM DEBT REQUIREMENTS SEWERAGE TREATMENT FACILITIES BOND SERIES OF 1973 APRIL 30, 1987 Date of Issue Date of Maturity Authorized Issue Actual Issue Denomination of Bonds Interest Rate Principal Maturity Date Interest Dates Payable at Bond Numbers 216-240 241-265 266-296 297-315 316-340 341-370 371-400 Tax Levy Year 1985 1986 1987 1988 1989 1990 1991 June 1, 1973 December 1, 1992 $2,000,000 $2,000,000 $ 5,000 4.4%-6.0% December 1 June 1 and December 1 Belleville National Savings Bank PRINCIPAL AND INTEREST REQUIREMENTS Principal Interest Total $ 19,813 $ 19,813 $125,000 36,625 161,625 125,000 30,562 155,562 125,000 24,375 149,375 125,000 18,125 143,125 150,000 11,250 1612250 150,000 3,750 153,750 $800,000 $144,500 $944,500 Coupons Due on Dec. 1 Amount June 1 Amount 1987 $19,813 1987 $19,813 1988 . 16,812 1988 16,812 1989 13,750 1989- 13,750 1990 10,625 1990 10,625 1991 7,500 1991 7,500 1992 3,750 1992 3,750 $72,250 $72,250 108 1 VILLAGE OF DEERFIELD, ILLINOIS LONG-TERM DEBT REQUIREMENTS CORPORATE PURPOSE BOND SERIES OF 1983 , APRIL 30, 1987 Date of Issue December 1, 1983 Date of Maturity December 1, 1988 Authorized Issue $500,000 Actual Issue $500,000 Denomination of Bonds $ 5,000 Interest Rate 8.5% !` Principal Payment Date December 1 ■ Interest Dates June 1 and December 1 Payable at American National Bank & Trust PRINCIPAL AND INTEREST REQUIREMENTS Tax Bond Levy Coupons Due on Numbers Year Principal Interest Total June 1 Amount Dec. 1 Amount 51- 75 1986 $125,000 $17,750 $142,750 1987 $ 8,875 1987 $ 8,875 76-100 1987 125,000 9,000 134,000 1988 4,500 1988 4,500 $250,000 $26,750 $276,750 $13,375 $13,375 1 109 1 1 1 1 i 4 1 1 i 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS LONG-TERM DEBT REQUIREMENTS CORPORATE PURPOSE BOND SERIES OF 1982 APRIL 30, 1987 Date of Issue October 1, 1982 Date of Maturity December 1, 1994 Authorized Issue $500,000 Actual Issue $500,000 Denomination of Bonds $ 5,000 Interest Rate 10.25% - 9.60% Principal Payment Date December 1 Interest Dates June 1 and December 1 Payable at The Northern Trust Company PRINCIPAL AND INTEREST REQUIREMENTS Tax Bond Levy Coupons Due on Numbers Year Principal Interest Total June 1 Amount Dec. 1 Amount 11-15 1986 $ 25,000 $ 40,962 $ 65,962 1987 $ 20,481 1987 $ 20,481 16-25 1987 50,000 38,400 88,400 1988 19,200 1988 19,200 26-35 1988 50,000 34,275 84,275 1989 17,138 1989 17,137 36-45 1989 50,000 30,025 80,025 1990 15,013 1990 15,012 46-55 1990 50,000 25,650 75,650 1991 12,825 1991 12,825 56-70 1991 75,000 21,150 96,150 1992 10,575 1992 10,575 71-85 1992 75,000 14,250 89,250 1993 7,125 1993 7,125 86-100 1993 75,000 7,200 82,200 1994 3,600 1994 3,600 $450,000 $211,912 $661,912 $105,957 $105,955 110 VILLAGE OF DEERFIELD, ILLINOIS LONG-TERM DEBT REQUIREMENTS CORPORATE PURPOSE BOND SERIES OF 1982 - A APRIL 30, 1987 Date of Issue Date of Maturity Authorized Issue Actual Issue Denomination of Bonds Interest Rate Principal Payment Date Interest Dates Payable at December 1, 1982 December 1, 1993 $500,000 $500,000 $ 5,000 7.0% - 8.5% December 1 June 1 and December 1 American Fletcher National Bank, Indianapolis PRINCIPAL AND INTEREST REQUIREMENTS Tax Bond Levy Coupons Due on Numbers Year Principal Interest Total June 1 Amount Dec. 1 Amount 31-40 1986 $ 50,000 $ 28,750 $ 78,750 1987 $14,375 1987 $14,375 41-50 1987 50,000 24,750 74,750 1988 12,375 1988 12,375 51-60 1988 50,000 20,750 70,750 1989 10,375 1989 10,375 61-70 1989 50,000 16,750 66,750 1990 8,375 1990 8,375 71-80 1990 50,000 12,750 62,750 1991 6,375 1991 6,375 81-90 1991 50,000 8,500 58,500 1992 4,250 1992 4,250 91-100 1992 50,000 4,250 54,250 1993 2,125 1993 2,125 $350,000 $116,500 $466,500 $58,250 $58,250 111 1 1 I I I I VILLAGE OF DEERFIELD, ILLINOIS LONG-TERM DEBT REQUIREMENTS CORPORATE PURPOSE BOND SERIES OF 1986 APRIL 30, 1987 Date of Issue May 1, 1986 Date of Maturity January 1, 2005 Authorized Issue $11,000,000 Actual Issue $11,000,000 Denomination of Bonds $ 5,000 Interest Rate 6.4% - 7.75% Principal Payment Date January 1 Interest Dates January 1 and July 1 Payable at American National Bank & Trust Co. Chicago, Illinois PRINCIPAL AND INTEREST REQUIREMENTS Tax Levy Coupons Due on Year Principal Interest Total Jan. 1 Amount July 1 Amount 1986 $ 125,000 $ 758,862 $ 883,862 1988- $ 379,431 1987 $ 379,431 1987 175,000 749,175 924,175 1989 374,588 1988 374,587 1988 300,000 735,613 1,035,613 1990 367,807 1989 367,806 1989 410,000 712,363 1,122,363 1991 356,182 1990 356,181 1990 445,000 680,588 1,125,588 1992 340,294 1991 340,294 1991 485,000 646,100 1,131,100 1993 323,050 1992 323,050 1992 515,000 608,513 1,123,513 1994 304,257 1993 304,256 1993 545,000 568,600 1,113,600 1995 284,300 1994 284,300 1994 580,000 529,905 1,109,905 1996 264,953 1995 264,952 1995 620,000 492,785 1,112,785 1997 246,393 1996 246,392 1996 660,000 452,485 1,112,485 1998 226,243 1997 226,242 1997 700,000 408,925 1,108,925 1999 204,463 1998 204,462 1998 750,000 362,025 1,112,025 2000 181,013 1999 181,012 1999 800,000 311,025 1,111,025 2001 155,513 2000 155,512 2000 855,000 255,825 1,110,825 2002 127,913 2001 127,912 2001 915,000 198,113 1,113,113 2003 99,057 2002 99,056 2002 975,000 136,350 1,111,350 2004 68,175 2003 68,175 2003 1,045,000 70,538 1,115,538 2005 35,269 2004 35,269 $10,900,000 $8,677,790 $19,577,790 $4,338,901 $4,338,889 VILLAGE OF DEERFIELD, ILLINOIS LONG-TERM DEBT REQUIREMENTS WATER REVENUE BOND SERIES OF 1960 APRIL 30, 1987 Date of Issue January 1, 1960 Date of Maturity May 1, 1989 Actual Issue $125,000 Denomination of Bonds 1-125 @ $1,000 Interest Rates 4.75% - 4.25% Interest Dates November 1, May 1 Principal Maturity Date May 1 Payable at LaSalle National Bank Chicago PRINCIPAL AND INTEREST REQUIREMENTS Year Bond Coupons Due on Ended Numbers Principal Interest Total Nov. 1 Amount May 1 Amount 1987 96-105 $10,000 $ 638 $10,638 1986 1987 $ 638 1988 106-115 10,000 850 10,850 1987 $ 425 1988 425 1989 116-125 10,000 425 10,425 1988 212 1989 213 $30,000 $1,913 $31,913 $ 637 $1,276 i 1 1 1 1 113 1 1 1 1 i i 1 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS LONG-TERM DEBT REQUIREMENTS WATER REVENUE BOND SERIES OF 1959 APRIL 30, 1987 Date of Issue April 1, 1959 Date of Maturity May 1, 1989 Actual Issue $545,000 Denomination of Bonds 1-545 @ $1,000 Interest Rates 5% - 4.25% Interest Dates November 1 - May 1 Principal Maturity Date May 1 Payable at LaSalle National Bank Chicago PRINCIPAL AND INTEREST REQUIREMENTS Ye ar Bo nd Ended Numbers Principal Interest 1987 441-475 $ 35,000 $ 2,231 1988 476-510 35,000 2,976 1989 511-545 35,000 1,488 $105,000 $ 6,695 Coupons Due on Total Nov. 1 Amount May 1 Amount $ 37,231 1986 1987 $2,231 37,976 1987 $1,488 1988 1,488 36,488 1988 744 1989 744 $111,695 $2,232 $4,463 VILLAGE OF DEERFIELD, ILLINOIS POLICE PENSION FUND STATEMENT OF OFFICERS' DEPOSITS APRIL 30, 1987 Balance Balance May 1 Deposits Withdrawals April 30 1050 Kenneth Anderson $ 24,305 $ 3,725 $ 28,030 1075 Leo Anderson 24,001 3,691 27,692 1078 Mark Anfenson 7,689 2,825 10,514 1125 Marcea Ross 18,672 2,816 21,488 1325 Richard Brandt 37,332 4,943 42,275 1335 Kurt Bruno 1,702 2,179 3,881 1350 William Butler 31,440 2,816 34,256 1355 Louis Cacciator.e 4,081 2,350 6,431 1400 Robert Charles 32,544 32,544 1550 Gordon Cooper 26,387 26,387 1600 Robert Davenport, Jr. 39,268 4,078 43,346 1700 David P. Ebert 27,506 2,816 30,322 1750 John Elofson 25,053 2,816 27,869 1800 William Ennis 19,472 2,826 22,298 1853 Dani Beth Fir.fer ill 111 1925 Marie Rose Gawne 16,798 2,434 19,232 2000 Robert Hamilton 35,677 3,433 39,110 2100 Thomas Hill 31,879 3,499 35,378 2125 George Hoffman 26,904 2,816 29,720 2225 Kevin.K. Keel 1,187 1,187 2250 Larry Kick 31,344 180 31,524 2365 Dave Lemmer 4,611 2,543 7,154 2430 Eric Lundahl 11,853 2,816 14,669 2525 Jeffrey McDermott 34,943 3,551 38,494 2715 Robert Ogden 10,408 2,816 13,224 2893 Rand J. Roel 7,027 2,670 9,697 2985 Michael E. Scarry 1,927 2,196 4,123 3025 John Sebben 24,021 2,816 26,837 3075 Thomas Sheahan 20,857 2,816 23,673 3125 Thomas Skrabala 29,793 4,093 33,886 3150 John Sliozis 19,709 3,464 23,173 3225 Michael Soler 22,247 2,816 25,063 3235 Melvin Soltwisch 2,515 2,240 4,755 3325 Gary Stryker 30,729 3,368 34,097 3500 Larry Tousignant 35,423 3,656 39,079 3525 David Turnbaugh 31,271 3,499 34,770 3650 Glenn E. Webb 16,858 $16, 858 3675 Richard Weil 11,363 2,816 14,179 , 380A George Hall 9,604 9,604 380B David J. Petersen 7,287 7,287 380C Thomas G. Rogge 9,411 9,411 $803,911 $99,717 $16,858 $886,770 1 115 1 1 1 i 1 1 1 1 t 1 Insureds Village of Deerfield Village of Deefield Village of Deerfield Village of Deerfield Village of Deerfield Public Officials VILLAGE OF DEERFIELD., ILLINOIS STATEMENT OF INSURANCE IN FORCE APRIL 30, 1987 Description of Coverage Workmens Compensation Statutory/ $30,000,000 Comprehensive Automobile Liability Bodily Injury and Property $1,000,000 General Liability $1,000,000 Blanket Building and Contents $30,000,000 Boiler and Machinery $10,000 Blanket Bond Coverage $10, 000/ $1,000,000 The Village of Deerfield is a member of the Municipal Insurance Cooperative Agency. Property, automobile liability, general liability, and workers' compensation are provided under the Agency. L � Statistical Section 1 11 I '"1 I 11 116 1 i 1 1 1 1 1 i 1 O N M ifl N 0^ 0 � � 000 0�1 M �O Vl t ppOpp� Mpp m I --4 ON c0 M c+1 00 .4 N N rz Ln r- M f�1 c�1 N O O Ln c7%I m M O O 000 N � cq Lr a 0Q0 ONO m I ONO 00O� N ^ O O en N ^ cn \ CYNp� ��pO �t %0 O O 00 N ti 1 � t\ 00 f\ N N N 00 CM1 r/m1 I: N �p mI � tt'1 00 Vl N It U') pp co ONOI Vpp1 r� .-1 1.O Ln.--� 00 N N co M rl- t+ 00 M V1 O ONE OVp1 u1 0000 �' N N N 00 M --1 .-i 00 Ln n M •--� -V1•� •-� M �O `�7T N O O CS M N r O O N IliM O� ON 00 00 O� ON 00 O�? Ln f 1 -1 n r- � in � N � a0 %, O� 00 00 O� 001 M co co 0p% r-i rrj ai yr C O L co i U � (� C7 W � C. G7 C •� > w 0 U • 4 .tea C� .1 $4 7 N k ` \ ) ( � f \ @ & \ $ \ / � � ƒ ƒ ` (n S � w � / o as / wv 1-004 f f % $ 9 w — @ w w a S CYN _ \ 2 -to § \ % � w |� / / 9 k � -co \ \ o � |k ( E S ƒ @ @ E � u / w o � % \ ƒ / R I � 7 |0 � %D � -i / 2 y 6 / % y � w k \ � o \ NJ w Ik / ¥ k f \ U / 7 w q � \ @ |00 ¥ w Ln S 3 d / / P-j %0 41 2 w ON k 7 — w w / � o $ o @ ? |¢ R / co / f • % " A . ¥co/ w |k o a w / & w / / y 6 � -LO 3 S 2 W y q % . = a w |q 00 $ $ w / g k \ ZIT VILLAGE OF DEERFIELD, ILLINO.IS PROPERTY TAX ASSESSED VALUATIONS, RATES, EXTENSIONS AND COLLECTIONS LAST TEN FISCAL YEARS APRIL 30, 1987 (See Following Page) 1 m rt I 00 O lD N �O �D 00 I H rH-• G�_7 >C rr n R �' r w (D cu c(o W, r • rr m rorU� r � y NN H. w N • O (D 8 co 2 rat f�' (D fD H R "t7 R �W-• O�� N Q O O N v0 I(DD O cy� N ON L W�.p O� d/) � F:A-• Ham-• � OD V N rQ �0 N � W (1.V,,) O VVi t�j� V 0 00 N R ON ON O V V I� 8 Im W � v CT,� � -CA, O 00O 00 Ln 00 W W W p O O o O H W N yy-p I O _n Co v �' 1-3 I �-• Vi i� (D �C 00 V %O I G V N �D v � N p R 00 k O IN N N l/S r• %.n I1p.0p V O O O� � N � O 00 N N W 0 l..n 0 00 V O Im co ON Qn O O N V U 1--• 1--• I 00 V r• co co lZ ON %O Opp N 00 p�Q CD H V m E mi 118 i 1 1 1 1 1 1 1 1 1 1 1 cV Ln O Cy O O cn C-4 M I' p" M r- ap ar NCN SOn� MoO� O ON t` 1-1 %O nj Ln 00 �p �O 00 N 00 Cl^ M N cn co Ln m -4 M -4-i It Ln M cnm M p} CM/} <? O� f\ �,D oo N��o� -.4 all Ln cn c�V �t M 0000 'p �O tJ .•� ,...i N -4 N N N M �O N 8 if %O N NO 00 r� aoLn 00 ^ M �vo1^ N N � M M co c( U9 ~ c cl C3 00 p�pp E+ �r I � O .N-i O N 'tt, '� C) CD iJ /'1 M 00 lV1 O n O� cn OO uN1 N I M 0 CDCT N N u'1 M .--q m00 � N EI 00Oi O N N (I O00 I +� cn O N O aN0 N Ln,O O �O C' M m �1 r- p Ln aprl �0 u'1^0p�pp .iII H cC O cv Ncn O OI O LG M N I- 00 'O --i .1 ul u1 Ln t� M .Ni O N Lr � N � N O) f� N .--4 ifl m WN cn N 00 CD 00 M cn cnN-i N N K 00 I 00 �l ON � CN? l %0 9 00 UN cn ca 0 N L Ln III y y R1 LW O O y N •'•I 4 Q GL r-1 fM C ro u GO a •,4 y u co 8 4-4 u� v o v ����u o ro H c4 & a o 119 VILLAGE OF DEERFIELD, ILLINOIS ASSESSED AND ESTIMATED VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS APRIL 30, 1987 Tax Assessed Value Levy Real Personal Railroad Estimated Year Property Property* Property Total Value 1977 $151,516,439 $4,847,432 $34,815 $156,398,686 $469,000,000 1978 167,268,250 6,900,001 35,541 174,203,792 526,000,000 1979 187,888,610 16,018 187,904,628 564,000,000 1980 221,339,145 18,044 221,357,189 664,000,000 1981 227,433,235 24,051 227,457,286 682,000,000 1982 236,918,613 25,565 236,944,178 711,000,000 1983 235,899,599 31,938 235,931,537 708,000,000 1984 245,799,001 39,522 245,838,523 738,000,000 1985 249,312,226 38,331 249,350,557 748,000,000 1986 279,339,024 47,194 279,386,218 839,000,000 * No longer assessed due to change in Illinois State Statutes. Data Source Office of the County Clerk 1 1 1 1 1 1 1 1 1 1 1 1 120 O o0 r� �,.0 O O� O v1 1- N 1.4 00 NCO n� O N 1-4 M ON 4 -+ �7cf1M N N N -4 On LA O -4 -4 � M Ln 00 M M %0 �p 00 O —4 Ll � cn N M 41 .-4 N N N ON n V, M O m Op �t��OM u 00 M N N .t � r+ N N N Ln 00 I O p � � N N N O p O 'O a, cn n %0 ,,p N rnl rn �.t� O Mom.-+�: .cn Mo ON N N N Opp � O F400Nrn m O^ O 00 0 00I 00 U/ Ln M N �O N N N ��+++ c On .-1 O 44 ppcn o0I rnO�t�� 1 t pp Cnr— E+ nl I- N O 't O% 1.0 00 p -_O O N cr, O O �Y O n C 00 O" O^ � .fir Ln uu's p p 0 cO� 7 00 O O p O � ^ a0 N '--� N N N cn a) 1� Cl N 't M CT M p N 00 l!'1 I M �1 o M �--i 00 N n to y ro �p • Op N 44 .�-1 •-� N N N p O L 4j1 U C? rNl +� �411 � > a }� FL+ 9 O U N y 4-J U Ca � 4-4F+ Cov +3 pa sr O •2 � M u � • •vi � 00C 4-11a co N N y y O al, t co L&-4 LW 'c WW o a G —4-4 v a i cg s01+ � 4,.M w o v v �Q��ti z ro w A O 121 VILLAGE OF DEERFIELD, ILLINOIS SPECIAL ASSESSMENT COLLECTIONS LAST TEN FISCAL YEARS APRIL 30. 1987 Fiscal Assessments Year Collections 1978 $64,952 1979 66,386 1980 19,436 1981 21,919 1982 22,078 1983 30,451 1984 16,248 1985 35,075 1986 2,400 1987 5,465 Data Source Village Records 122 1 1 1 1 1 It [] M ��7755 N 8 T O C-0I 0 p� r1 N N N N t? N t/Y �O ti VN1 r1 lO 8 co aD O N N c V1 Val O ^ �t O V\Y1 N Ip� O` 8 fn t? Vf N pppp � co co ti N N 0^p N N N .gypp 8 GNp N VT VT cq N N pppppp .�-i op si �-i r1 r1 Go N 8 pp n ol O CO O^+I C J -O a, N N � Ico n N rn rt C, Qr d 10 M ri 9 N N f� r 'Al zs AF 9 N v O1 u v � 0 � $ o2 W o� v0 y00 123 ' VILLAGE OF DEERFIELD, ILLINOIS STATEMENT OF LEGAL DEBT MARGIN APRIL 30, 1987 Article VII, Section 6(k) of the 1970 Illinois Constitution governs computation of the legal debt margin. "The General Assembly may limit by law the amount and require refer- endum approval of debt to be incurred by home rule municipalities, payable from ad valorem property tax receipts, only in excess of the following percentages of the assessed value of its taxable property... (2) if its populations is more than 25,000 and less than 500,000 an aggregate of one percent:... indebtedness which is outstanding on the effective date (July 1, 1971) of this constitution or which is there- after approved by referendum... shall not be included in the foregoing percentage amounts." To date the General Assembly has set no limits for home rule municipalities. Illustrative Computation of Debt Margin if Village Were Not a Home Rule Municipality Village of Deerfield is a home rule municipality and as such has no debt limitations. If, however, the Village were a non -home rule village its available debt limit would be as follows: Assessed Valuation - Estimated Legal Debt Limit - 8.625 Amount of Debt Applicable to Limit Sewerage Improvement Bonds $ 400,000 Sewerage Treatment Facility Bonds 800,000 Corporate Purpose Bond Series 1982 450,000 Corporate Purpose Bond Series 1982-A 350,000 Corporate Purpose Bond Series 1983 250,000 Corporate Purpose Bond Series 1986 10,900,000 Legal Debt Margin $279,386,218 $ 24,097,061 13,150,000 $ 10,947,061 124 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 i 1 VILLAGE OF DEERFIELD, ILLINOIS STATEMENT OF DIRECT AND OVERLAPPING DEBT APRIL 30. 1987 Governmental Unit Village of Deerfield Cook County Metropolitan Sanitary District Lake County North Shore Sanitary District Deerfield Park District Northbrook Park District Highland Park District Deerfield Elementary #109 Highland Park Elementary #108 Junior College #532 Total (1) Gross Debt $ 13,150,000 337,050,000 647,390,000 52,015,000 5,880,000 930,000 9,775,000 900,000 350,000 590,000 9,216,500 (2) * Percentage of Debt Applicable to the Village 100.000 .079 .080 5.060 .026 96.520 3.658 1.758 73.622 6.325 6.105 ** Village's Share of Debt $13,150,000 266,270 517,912 2,631,959 15,288 897,636 357,570 15,822 257,677 37,318 562,667 SIR Mtn IIo * - Determined by ratio of assessed value of property subject to taxation in overlapping unit to valuee of proprty subject to taxation. ** - Amount in column (2) multipmlied by aount in column (1). (1) Office of the County Clerk (2) Office of the County Clerk v ° co b' o r, oy, d M R •fo1 m it fD mr M (.i �O �Cp vr� m rN� �. 1 iSjllp( � � N < K' �p EL � �ppp7m W fIT A t� m v IIW C N pp (I0, rW W N IGo N F N 10 VN1 iio� N ~ IW IIW N NN� F �( N � N IN W O p� 00 co y� W O� r �O Ir r pVp r N _ OOVDD %0 SZi 126 1 1 1 1 1 1 1 1 1 1 1 1 O r� n W Gr�pp, O N cl C� �I 0 In N 1 N f"1 n 00 N cl o CD N N 00 c" O 00 I N NI II 9 4- $I 1c N � N •�-i I n O �p a Z � [ii C q1 0 U W W 8 ^ A III K N 8�� sll qC8 � �II v � (A y g�A RII M O tiIII l N �II g �I III NII 11-1 1 <.-, co� -�� NII vl� I V, s�� III O n n � N NII WI N NII w U/ U u y� W N r, M 127 1 VILLAGE OF DEERFIELD, ILLINOIS I DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS ' APRIL 30, 1987 (3) Percentage of , People Over (2) 25 Years of (4) (5) Per (2) Age With Four School Unemploy- Fiscal (1) Household Median or More Years Enroll- ment , Year Population Income Age of College ment Percentage 1978 17,717 $34,356 31.2 49.2 5,123 1.1% ' 1979 17,753 34,678 32.0 49.2 4,838 1.0 1980 17,430 35,000 32.7 50.1 4,568 1.8 1981 17,453 37,000 33.3 50.1 4,318 1.7 1982 17,476 39,000 34.0 50.3 4,106 2.2 ' 1983 17,487 41,000 34.7 50.4 3,933 2.1 1984 1985 17,500 17,500 45,000 45,400 35.4 36.1 50.7 50.8 3,788 3,703 1.9 2.0 ' 1986 17,500 46,100 36.5 51.0 3,715 1.7 1987 17,500 47,500 36.8 51.1 3,602 1.3 1 Data Sources (1) 1980 - Census figure; 1978-79 estimated by using 1978-1980 Census data; 1981-1987 derived from data from the Department of Commerce and Community Affairs. (2) 1978-1980, Northeastern Illinois Planning Commission figures; 1981-1987 based upon Deerfield Chamber of Commerce figures. (3) Percentage of people over 25 years of age or over with 4 or more years of College education. Northeastern Illinois Planning Commission. (4) Enrollment figures derived from combined enrollement of District 109 (grade school), and District 113 (high school). (5) Unemployment figures based on 1/4 of Lake County figures. 1980 Census data figures show 7.0% unemployment for Lake County and 1.8% for Deerfield. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 128 VILLAGE OF DEERFIELD, ILLINOIS PROPERTY VALUE, CONSTRUCTION, AND BANK DEPOSITS LAST TEN FISCAL YEARS (1) Commercial Construction Fiscal Number Year of Units Value 1978 66 $ 9,175,438 1979 81 5,994,271 1980 52 1,580,392 1981 59 3,235,868 1982 77 9,758,795 1983 84 20,369,020 1984 52 12,146,201 1985 101 34,504,614 1986 135 37,746,399 1987 79 44,287,589 Data Sources APRIL 30, 1987 (1) Residential (3) Construction (2) Total Number Bank Property of Units Value Deposits Value 121 $ 3,649,126 $ 40,288,000 $465,000,000 50 1,176,405 42,531,000 519,000,000 67 5,650,240 49,178,000 564,000,000 85 1,852,788 52,282,000 664,000,000 86 1,689,832 53,522,000 682,000,000 104 5,673,638 63,218,000 711,000,000 46 5,131,160 63,877,000 708,000,000 50 6,552,552 64,750,000 710,800,000 90 11,318,142 130,155,000 748,100,000 86 8,089,179 141,241,000 838,160,000 (1) Construction figures - Village of Deerfield, Building and Zoning Department. (2) Bank Deposits were based on commercial bank deposits. (3) Estimated historical cost data provided by Township's Assessors Office 129 VILLAGE OF DEERFIELD, ILLINOIS PRINCIPAL TAXPAYERS APRIL 30, 1987 Taxpayers Deerbrook Partnership American National Bank and Trust #51702 Travenol Labs, Inc. Lake Cook Plaza Walsh -Higgins Mgmt. Sara Lee Incorporated Draper & Kramer, Inc. Floodstrom Construction Teradyne Whitehall Nursing Corp. Data Source Office of the County Clerk Business Deerbrook Shopping Center Lake Cook Office Center Office Buildings Shopping Center Tollway No. Off. Buildings Bakery Products Office Buildings Office Buildings Office Buildings Skilled Nursing Facility 1986 Assessed Valuation Percentage of Total Assessed Valuation $14,631,093 5.24 12,994,497 4.65 7,790,719 2.79 5,007,201 1.79 4,656,572 1.67 4,402,772 1.58 3,605,256 1.29 2,858,938 1:02 2,771,042 .99 2,033,038 .73 $60,751,128 21.74% 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 VILLAGE OF DEERFIELD, ILLINOIS MISCELLANEOUS STATISTICS APRIL 30, 1987 Date of Incorporation Form of Government Geographic Location Area Population 1950 1960 1970 1980 MUNICIPAL SERVICES AND FACILITIES Fire Protection: 1903 Manager/Council North Suburban Chicago 3,288 11,748 18,876 17,430 130 Number of Stations 1 Number of Firemen and Officers 27 Police Protection: Number of Stations 1 Number of Policemen and Officers 35 Education Elementary Schools 7 High Schools 1 Municipal Water Department: Number of Consumers 5,446 Average Daily Consumption 2,200,000 Gal. Miles of Water Main -70 Miles Sewers Sanitary Sewers 65 Miles Storm Sewers 46 Miles Building Permits Issued 898 Recreation and Culture Number of Parks 131 Acres Number of Libraries 1 Number of Volumes (Approx.) 1923698 Employees Administration 26