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Annual Local Govt Financial Report FY 1996-97STATE OF FLORIDA ANNUAL LOCAL GOVERNMENT FINANCIAL REPORT FISCAL YEAR 1995-1997 Atlantic Beach Municipality name 800 Seminole Road A ddress Atlantic Beach, FL. 32233-5445 Nelson Van Liere Ann Mg sja Name of chief financial officer Finance Director Title of chief financial officer Telephone Number ( 904 ) 247-5800 ................... Please line through and correct above any changes of address or financial officer. ....... ...... . .. .... ....................... ------ Person who may be contacted regarding this report. Name Jeri M. Benjamin Telephone number 004) 247-5822 SUNCOM number 852-5822 Fax number (904) 247-5877 INITIAL DATE tracking stmt of pos rev/exp complete CERTIFICATION We the undersigned certify, to the best of our knowledge, that the information reported herein is accurate and complete. Chairman of Government Board or Mayor Suzanne Shaughnessy Name Mayor Title Signature Signature of Chief Financial Officer EMAIL address GENERAL INFORMATION Fiscal year ended 09/30/97 Enter the utility service tax rates levied for the following: Have you complied with Section 218.503(2), Florida Statutes? Yes Electricity 5.00% (e:Have you rep orf eda financial emergency If there has beer: one) Telephone 10.00% Amount of outstanding long -terra dent: $ 26,056,842 (see footnotes�z7Water N/A (As of the end of fiscal year ended 9130/97. The term "long-term deter' means any agreement or Natural gas 5-00Z series of agreements to pay money, which, at inception, contemplate terms of payment exceeding S year in duration) Cable TV N/A Other Propane 5.00% FORM DBE -AA -401 Kerosene & Fuel Oil, cents gal. FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach REPORTING FUND GROUP: General Fund (001) REVENUES AND OTHER CREDITS (311.000 THROUGH 390.000) Account No. Description ID NUMBER 311.000 Ad Valorem Taxes 312.400 Sales Tax -Local Option Fuel Tax/Alt Fuel 313.100 Franchise Fees -Electricity 313.200 Franchise Fees -Telecommunications 313.500 Franchise Fees -Cable Television 314.100 Utility Service Taxes -Electricity 314.200 Utility Service Taxes -Telecommunications 314.400 Utility Service Taxes -Gas 314.700 Utility Service Taxes -Fuel Oil 319.000 Other Taxes 321.000 Occupational Licenses 322.000 Building Permits 329.000 Other Licenses, Fees and Permits 334.200 St Grants -Public Safety 334.390 St Grants -Phys Environment -Other 335.110 St Shared Rev -Gen Gov't-Mun Cigarette T 335.120 St Shared Rev -Gen Gov't -Sharing Procee 335.140 St Shared Rev -Gen Gov't -Mobile Home Li 335.150 St Shared Rev -Gen Gov't -Alcoholic Bev Li 335.180 St Shared Rev -Gen Gov't -Loc Gov't 1/2 Ct 335.490 St Shared Rev -Transportation -Other 338.000 Shared Revenue from Local Units 341.900 Services -Gen Gov't -Other Charges & Fees 342.100 Services -Public Safety -Police 342.900 Services -Public Safety -Other Charges & Fe 344.900 Services -Transportation -Other Charges & F TOTAL REVENUES AND OTHER CREDITS Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florid a\rev_001.wk4 -1- ifil Whole Dollars Only Amount 1,422,369 433 4/5,OW 14,466 56,109 307,953 144,825 38,228 290 3,070 62,085 141,805 8,507 737 3,518 21,852 264,069 3,152 6,903 967,974 3,670 397,799 134 54,900 1,685 25,900 Subtotal 4,428,030 FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach REPORTING FUND GROUP: General Fund (001) REVENUES AND OTHER CREDITS (311.000 THROUGH 390.000) Account No. Description 346.100 Services -Human Svcs -Health Inspection F ID NUMBER: 11 Whole Dollars Only 351.000 Fines -Judgments and Fines f a,Doz 354.000 Fines -Violations of Local Ordinances 5,823 361.000 Interest Earnings 172,772 362.000 Rents and Royalties 610 363.100 Special Assessments 9,518 363.240 Impact Fees -Transportation 42,172 364.000 Disposition of Fixed Assets 32,692 365.000 Sales of Surplus Materials and Scrap 84 366.000 Contributions & Donations from Private Sres 10,950 369.000 Other Miscellaneous Revenues 26,807 381.000 Interfund Transfers In 607,200 TOTAL REVENUES AND OTHER CREDITS Subtotal 988,560 Duplicate this page if additional lines are needed. Total 5,416,590 FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\rev_001.wk4 -1- FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach ID NUMBER: 11 REPORTING FUND GROUP: General Fund (001 EXPENDITURES AND OTHER DEBITS (511 THROUGH 769) Whole Dollars Only Account No. Object Description Amount 16,270 511 10 Legistlative-Personal Services 511 30 Legislative -Operating Expenses 9,247 514 10 Legal Counsel -Personal Services 5,471 514 30 Legal Counsel -Operating Expenses 98,411 515 10 Comprehensive Planning -Personal Servic 72,062 515 30 Comprehensive Planning -Operating Expe 10,578 519 10 Gen Gov't -Other -Personal Services 96,410 519 30 Gen Gov't -Other -Operating Expenses 205,356 519 60 Gen Gov't -Other -Capital Outlay 6,038 519 80 Gen Gov't -Other -Grants and Aids 500 521 10 Law Enforcement -Personal Services 1,425,169 521 30 Law Enforcement -Operating Expenses 277,449 521 60 Law Enforcement -Capital Outlay 26,124 522 10 Fire Control -Personal Services 797,665 522 30 Fire Control -Operating Expenses 223,715 522 60 Fire Control -Capital Outlay 74,918 524 10 Protective Inspections -Personal Services 118,653 524 30 Protective Inspections -Operating Expense 3 026 53 524 60 Protective Inspections -Capital Outlay 605 541 10 Road/Street Facilities -Personal Services 311,176 541 30 Road/Street Facilities -Operating Expense 307,058 541 60 Road/Street Facilities-Captial Outlay 34,716 572 10 Parks/Recreation-Personal Services 148,141 572 30 Parks/Recreation-Operating Expenses 147 665 572 60 Parks/Recreation-Capital Outlay 17,589 581 90 InterFund Transfers -Other Uses 512,047 TOTAL EXPENDITURES AND OTHER DEBITS 4,999,059 Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\ex_001.wk4 -2- FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach REPORTING FUND GROUP: Special Revenue Funds (100s REVENUES AND OTHER CREDITS (311.000 THROUGH 390.000) Account No. Description 312.100 Sales Tax -Local Option Taxes 312.400 Sales Tax -Local Option Fuel Tax/Alt Fuel 331.200 Fed Grants -Public Safety 331.500 Fed Grants -Economic Environment 361.000 Interest Earnings 381.000 Interfund Transfers In TOTAL REVENUES AND OTHER CREDITS Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\rev_100s.wk4 -1- ID NUMBER: 11 Whole Dollars Only Amount 52,444 458,338 14,956 57,369 25,334 4,986 613,427 FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach ID NUMBER: 11 REPORTING FUND GROUP: Special Revenue Funds (100s) EXPENDITURES AND OTHER DEBITS Whole Dollars Only (511 THROUGH 769) Account No. Object Description 515 10 Comprehensive Planning -Personal Services 515 30 Comprehensive Planning -Operating Expenses 515 60 Comprehensive Planning -Capital Outlay 521 30 Law Enforcement -Operating Expenses 581 80 Interfund Transfers -Grants and Aids 581 90 Interfund Transfers -Other Uses TOTAL EXPENDITURES AND OTHER DEBITS Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\ex_100.wk4 -2- Amount 14,986 A r_�r-%r1 37,721 19,941 208,985 311,295 FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach REPORTING FUND GROUP: Debt Service Funds (200s) REVENUES AND OTHER CREDITS (311.000 THROUGH 390.000) Account No. Description 361.000 381.000 Interest Earnings Interfund Transfers Ins TOTAL REVENUES AND OTHER CREDITS Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\rev_200s.wk4 -1- ID NUMBER: 11 Whole Dollars Only 11342 516,903 518,245 FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach REPORTING FUND GROUP: Debt Service Funds (200s) EXPENDITURES AND OTHER DEBITS (511 THROUGH 769) Account No. Object Description 590 70 591 70 Other Nonoperating-Debt Service Nonoperating Interest -Debt Service TOTAL EXPENDITURES AND OTHER DEBITS Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\ex 200.wk4 -2- ID NUMBER: 11 Whole Dollars Only Amount 485,449 130,672 616,121 FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach ID NUMBER: 11 REPORTING FUND GROUP: Capital Projects Funds (300s) REVENUES AND OTHER CREDITS (311.000 THROUGH 390.000) Whole Dollars Only Account No. Description Amount 337.100 Local Grants -General Government 289,105 361.000 Interest Earnings 21,334 381.000 Interfund Transfers In 180,380 TOTAL REVENUES AND OTHER CREDITS 490,819 Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\rev 300s.wk4 -1- FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach REPORTING FUND GROUP: Capital Projects Funds (300s) EXPENDITURES AND OTHER DEBITS (511 THROUGH 769) Account No. Object Description 522 60 Fire Control -Operating Expenses 541 60 Road/Street Facilities -Capital Outlay 572 60 Parks/Recreation-Capital Outlay TOTAL EXPENDITURES AND OTHER DEBITS Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: FLORIDA\EX_300.wk4 -2- ID NUMBER: 11 Whole Dollars Only 54,593 25,720 114,747 195, 060 FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach REPORTING FUND GROUP: Enterprise Funds (400s REVENUES AND OTHER CREDITS (311.000 THROUGH 390.000) Account No. Description 334.390 St Grants -Phys Environment -Other 343.300 Services -Phys Environment -Water Utility 343.400 Services -Phys Environment-Garbage/Solid 343.500 Services -Phys Environment-Swr/Wste-Wtr 343.700 Services -Phys Environment-Cnsrvtn&Rsrc 343.900 Services -Phys Environment -Other Chgs&F 361.000 Interest Earnings 362.000 Rents and Royalties 364.000 Disposition of Fixed Assets 369.000 Other Miscellaneous Revenues 381.000 Interfund Transfers In TOTAL REVENUES AND OTHER CREDITS Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\400s.wk4 -1- ID NUMBER: 11 Whole Dollars Only 2,020,044 1,032,690 3,245,034 nA4 oAn 456,439 9,969 2,248 n 0-71-1 8,083,705 FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: Citv of Atlantic Beach REPORTING FUND GROUP: Enterprise Funds (400s EXPENDITURES AND OTHER DEBITS (511 THROUGH 769) Account No. 533 533 534 534 535 535 538 581 590 591 Object Description 10 Water Utility Services -Personal Services 30 Water Utility Services -Operating Expenses 10 Garbage/Solid Waste -Personal Services 30 Garbage/Solid Waste -Operating Expenses 10 Sewer/Wste-Wtr Services -Personal Servic 30 Sewer/Wste-Wtr Services -Operating Expen 30 Flood Control/Stm-Wste-Operating Expense 90 Interfund Transfers -Other Uses 70 Other Nonoperating-Debt Service 70 Nonoperating Interest -Debt Service TOTAL EXPENDITURES AND OTHER DEBITS Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\ex 400.wk4 ID NUMBER: 11 Whole Dollars Only _.._.._L 371,719 1,066,890 3,222 Pf A -r- 1,925,939 r- 1,925,939 164,681 1,597,746 18,317 725,171 7,252,992 FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach ID NUMBER: 11 REPORTING FUND GROUP: Internal Service Funds (500s) REVENUES AND OTHER CREDITS (311.000 THROUGH 390.000) Whole Dollars Only Account No. Description Amount 341.200 Services -Gen Gov't-Intnl Svcs Fees& Chrgs 1,276,789 TOTAL REVENUES AND OTHER CREDITS 1,276,789 Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\rev_500s.wk3 -1- FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach REPORTING FUND GROUP: Internal Service Funds (500s) EXPENDITURES AND OTHER DEBITS (511 THROUGH 769) Account No. Object Description 512 10 Executive -Personal Services 512 30 Executive -Operating Expenses 513 10 Financial and Administrative -Personal Servi 513 30 Financial and Administrative -Operating Expe 541 10 Road/Street Facilities -Personal Services 541 30 Road/Street Facilities -Operating Expenses 549 10 Transportation -Other -Personal Services 549 30 Transportation -Other -Operating Expenses 584 70 Capital Lease Acquisition -Debt Service TOTAL EXPENDITURES AND OTHER DEBITS Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florida\ex 500.wk4 -2- ID NUMBER: 11 Whole Dollars Only 163,079 28,506 467,127 145,649 190,486 100,098 115,845 64,779 1,220 1,276,789 FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach REPORTING FUND GROUP: Trust and Agency Funds (600s) REVENUES AND OTHER CREDITS (311.000 THROUGH 390.000) Account No. Description 335.200 St Shared Rev -Public Safety 351.000 361.000 368.000 381.000 Fines-Judments and Fines Interest Earnings Pension Fund Contributions Interfund Transfers In TOTAL REVENUES AND OTHER CREDITS Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: Florid a\rev 600s.wk4 -1- ID NUMBER: 11 Whole Dollars Only Amount 108,131 48,750 1,431,642 430,319 18,766 2,037,608 FUND GROUP REVENUES AND EXPENDITURES/EXPENSES 1996-97 REPORTING ENTITY: City of Atlantic Beach ID NUMBER: 11 REPORTING FUND GROUP: Trust and Agency Funds (600s) EXPENDITURES AND OTHER DEBITS (511 THROUGH 769) Account No. Object Description Amount 518 30 Pension Benefits -Operating Expenses 430,949 521 30 Law Enforcement -Operating Expenses 24,870 581 90 Interfund Transfers -Other Uses 7,200 TOTAL EXPENDITURES AND OTHER DEBITS 463,019 Duplicate this page if additional lines are needed. FORM DBF-AA-403 (Rev. 10/09/97) file name: FLA_600.wk3 -2-