JEFFERSON COUNTY BOARD OF EDUCATION

                                    COMBINED BALANCE SHEET --- ALL FUND TYPES AND ACCOUNT GROUPS

                                                         SEPTEMBER 30, 2003

                                                                                                                  EXHIBIT F-I-A

 

   FUND TYPES & ACCOUNT GROUPS                          GOVERNMENTAL                        PROPRIETARY    FIDUCIARY   ACCOUNT GROUP

                                                    SPECIAL                     CAPITAL     ENTERPRISE/     TRUST &        F/A &

           DESCRIPTION                GENERAL       REVENUE    DEBT SERVICE    PROJECTS      INTERNAL       AGENCY       L/T DEBT

---------------------------------- ------------- ------------- ------------- ------------- ------------- ------------- -------------

ASSETS & OTHER DEBITS:

  CASH & CASH EQUIVALENTS           27834106.29   15562414.14   14569158.59   38529120.00          0.00    4734027.46          0.00

  INVESTMENTS                        5186762.09     467686.55          0.00          0.00          0.00          0.00          0.00

  RECEIVABLES

    ALLOWANCE FOR DOUBTFUL ACCNTS                                                                  0.00

    INTERFUND RECEIVABLES             213822.13     374699.80          0.00          0.00          0.00          0.00          0.00

    OTHER RECEIVABLES                 517557.25    1397311.15          0.00          0.00          0.00       4107.68          0.00

  INVENTORIES                         419700.00     582338.26          0.00          0.00          0.00          0.00          0.00

  OTHER ASSETS                        419895.65          0.00          0.00          0.00          0.00          0.00          0.00

  FIXED ASSETS                                                                                     0.00          0.00  277515123.94

    ACCUMULATED DEPRECIATION                                                                       0.00          0.00          0.00

  OTHER DEBITS

    AMT AVAILABLE IN DEBT SERVICE          0.00          0.00          0.00          0.00          0.00          0.00   14569158.59

    AMT TO BE PROVIDED FOR PAYMENT

      OF LONG-TERM DEBT                    0.00          0.00          0.00          0.00          0.00          0.00  145789134.61

    OTHER DEBITS                           0.00          0.00          0.00          0.00          0.00          0.00          0.00

TOTAL ASSETS & OTHER DEBITS         34591843.41   18384449.90   14569158.59   38529120.00          0.00    4738135.14  437873417.14

 

LIABILITIES & FUND EQUITY:

  LIABILITIES:

    SALARIES & BENEFITS PAYABLE            0.00          0.00          0.00          0.00          0.00    2748411.26          0.00

    PAYROLL W/H & DEDUCTIONS PAY.          0.00          0.00          0.00          0.00          0.00     954832.20          0.00

    CLAIMS PAYABLE                   1198191.48     854598.35          0.00       1963.98          0.00       4428.73          0.00

    OTHER PAYABLES

      INTERFUND PAYABLES              374699.80     211241.06          0.00          0.00          0.00       2581.07          0.00

      OTHER PAYABLES                  136900.40          0.00          0.00          0.00          0.00          0.00          0.00

    OTHER LIABILITIES                      0.00     499166.56          0.00          0.00          0.00          0.00          0.00

    LONG-TERM LIABILITIES                                                                          0.00          0.00  160358293.20

  TOTAL LIABILITIES                  1709791.68    1565005.97          0.00       1963.98          0.00    3710253.26  160358293.20

 

  FUND EQUITY:

    INVESTMENT IN FIXED ASSETS                                                                     0.00          0.00  277515123.94

    RETAINED EARNINGS                                                                              0.00          0.00

    CONTRIBUTED CAPITAL                                                                            0.00          0.00

    RESERVED FUND BALANCE:            870525.49     584546.69   14567120.69   14347785.00                        0.00

    UNRESERVED FUND BALANCE:        32011526.24   16234897.24       2037.90   24179371.02                  1027881.88

  TOTAL FUND EQUITY                 32882051.73   16819443.93   14569158.59   38527156.02          0.00    1027881.88  277515123.94

 

TOTAL LIABILITIES & FUND EQUITY     34591843.41   18384449.90   14569158.59   38529120.00          0.00    4738135.14  437873417.14

 


 

                                                JEFFERSON COUNTY BOARD OF EDUCATION

                             COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES

                                       ALL GOVERNMENTAL FUND TYPES AND EXPENDABLE TRUST FUNDS

                                              FOR FISCAL YEAR ENDED SEPTEMBER 30, 2003

 

                                                                                                                  EXHIBIT F-II-A

 

               FUND TYPES                                     GOVERNMENTAL                         FIDUCIARY

                                                          SPECIAL                     CAPITAL     EXPENDABLE       TOTAL

              DESCRIPTION                   GENERAL       REVENUE    DEBT SERVICE    PROJECTS        TRUST      (MEMO ONLY)

---------------------------------------- ------------- ------------- ------------- ------------- ------------- -------------

REVENUES:

  STATE REVENUES                         152515413.69          0.00          0.00    6585057.76          0.00  159100471.45

  FEDERAL REVENUES                           84827.19   21756372.39          0.00          0.00          0.00   21841199.58

  LOCAL REVENUES                          67148290.40   21804665.16      41718.71          0.00    2378553.73   91373228.00

  OTHER REVENUES                           1928056.33     685706.92          0.00     981528.74          0.00    3595291.99

TOTAL REVENUES                           221676587.61   44246744.47      41718.71    7566586.50    2378553.73  275910191.02

 

EXPENDITURES:

  INSTRUCTIONAL SERVICES                 130385644.15   16935743.98          0.00     457948.96     642076.39  148421413.48

  INSTRUCTIONAL SUPPORT SERVICES          29685339.10    3656585.45          0.00       6775.18     170368.09   33519067.82

  OPERATION $ MAINTENANCE                 17593420.56    1019201.27          0.00     999316.20       2130.92   19614068.95

  AUXILIARY SERVICES                      13085452.84   18440060.45          0.00          0.00       3261.81   31528775.10

  GENERAL ADMINSTRATIVE SERVICES           6735060.81     831710.65          0.00          0.00          0.00    7566771.46

  CAPITAL OUTLAY                             16842.30          0.00          0.00   20084401.44          0.00   20101243.74

  DEBT SERVICES

    PRINCIPAL                              6050405.50          0.00    4205000.00    1605515.88          0.00   11860921.38

    INTEREST                                524668.12          0.00    5720512.54    2393412.96          0.00    8638593.62

    OTHER DEBT SERVICES                          0.00          0.00       1587.24          0.00          0.00       1587.24

  OTHER EXPENDITURES                       1059394.38    7167079.08          0.00          0.00    1381374.59    9607848.05

TOTAL EXPENDITURES                       205136227.76   48050380.88    9927099.78   25547370.62    2199211.80  290860290.84

 

OTHER FINANCING SOURCES (USES):

  TRANSFERS IN                             6085366.31   10397512.67    9887418.97    3189331.00     189130.11   29748759.06

  OTHER FINANCING SOURCES                  2276057.06       9561.63          0.00   14206355.00          5.00   16491978.69

  TRANSFERS OUT                           19262844.67   10127781.65          0.00          0.00     358132.74   29748759.06

  OTHER FUND USES                                0.00          0.00          0.00          0.00          0.00          0.00

TOTAL OTHER FINANCING SOURCES (USES)      10901421.30-    279292.65    9887418.97   17395686.00     168997.63-  16491978.69

 

EXCESS REVENUES & OTHER SOURCES OVER

(UNDER) EXPENDITURES & OTHER USES          5638938.55    3524343.76-      2037.90     585098.12-     10344.30    1541878.87

 

BEGINNING FUND BALANCE - OCT 1            27243113.18   20343787.69   14567120.69   39112254.14    1017537.58  102283813.28

ENDING FUND BALANCE - SEPT 30             32882051.73   16819443.93   14569158.59   38527156.02    1027881.88  103825692.15

 


 

                                                JEFFERSON COUNTY BOARD OF EDUCATION

                             COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES

                                       ALL GOVERNMENTAL FUND TYPES AND EXPENDABLE TRUST FUNDS

                                                         BUDGET AND ACTUAL

                                            FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2003

 

                                                                                                                  EXHIBIT F-III-A

 

               FUND TYPE                           GENERAL             VARIANCE          SPECIAL REVENUE         VARIANCE

                                                                       FAVORABLE                                 FAVORABLE

              DESCRIPTION                   BUDGET        ACTUAL     (UNFAVORABLE)    BUDGET        ACTUAL     (UNFAVORABLE)

---------------------------------------- ------------- ------------- ------------- ------------- ------------- -------------

REVENUES:

  STATE REVENUES                         152590572.00  152515413.69      75158.31          0.00          0.00          0.00

  FEDERAL REVENUES                           80487.00      84827.19       4340.19-  22667686.00   21756372.39     911313.61

  LOCAL REVENUES                          65853008.00   67148290.40    1295282.40-  21798683.00   21804665.16       5982.16-

  OTHER REVENUES                           1858852.00    1928056.33      69204.33-    209209.00     685706.92     476497.92-

TOTAL REVENUES                           220382919.00  221676587.61    1293668.61-  44675578.00   44246744.47     428833.53

 

EXPENDITURES:

  INSTRUCTIONAL SERVICES                 132702176.00  130385644.15    2316531.85   17683353.00   16935743.98     747609.02

  INSTRUCTIONAL SUPPORT SERVICES          30424837.00   29685339.10     739497.90    3629792.00    3656585.45      26793.45-

  OPERATION & MAINTENANCE                 18600122.00   17593420.56    1006701.44    1073418.00    1019201.27      54216.73

  AUXILIARY SERVICES                      13096966.00   13085452.84      11513.16   18237327.00   18440060.45     202733.45-

  GENERAL ADMINISTRATIVE SERVICES          7292030.00    6735060.81     556969.19     902259.00     831710.65      70548.35

  CAPITAL OUTLAY                             35592.00      16842.30      18749.70      65000.00          0.00      65000.00

  DEBT SERVICES

    PRINCIPAL                              2799956.00    6050405.50    3250449.50-         0.00          0.00          0.00

    INTEREST                                524668.00     524668.12          0.12-         0.00          0.00          0.00

    OTHER DEBT SERVICES                          0.00          0.00          0.00          0.00          0.00          0.00

  OTHER EXPENDITURES                        758537.00    1059394.38     300857.38-   6436538.00    7167079.08     730541.08-

TOTAL EXPENDITURES                       206234884.00  205136227.76    1098656.24   48027687.00   48050380.88      22693.88-

 

OTHER FINANCING SOURCES (USES)

  TRANSFERS IN                             5803623.00    6085366.31     281743.31-   8367137.00   10397512.67    2030375.67-

  OTHER FINANCING SOURCES                  2284442.00    2276057.06       8384.94       3680.00       9561.63       5881.63-

  TRANSFERS OUT                           19563869.00   19262844.67     301024.33    7594899.00   10127781.65    2532882.65-

  OTHER FUND USES                                0.00          0.00          0.00          0.00          0.00          0.00

TOTAL OTHER FINANCING SOURCES (USES)      11475804.00-  10901421.30-    574382.70-    775918.00     279292.65     496625.35

 

EXCESS REVENUES & OTHER SOURCES OVER

(UNDER) EXPENDITURES & OTHER USES          2672231.00    5638938.55    2966707.55-   2576191.00-   3524343.76-    948152.76

 

BEGINNING FUND BALANCE - OCT 1            25238817.00   27243113.18    2004296.18-  17591025.00   20343787.69    2752762.69-

ENDING FUND BALANCE - SEPT 30             27911048.00   32882051.73    4971003.73-  15014834.00   16819443.93    1804609.93-

 


 

                                                JEFFERSON COUNTY BOARD OF EDUCATION

                             COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES

                                       ALL GOVERNMENTAL FUND TYPES AND EXPENDABLE TRUST FUNDS

                                                         BUDGET AND ACTUAL

                                            FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2003

 

                                                                                                                  EXHIBIT F-III-B

 

               FUND TYPE                        DEBT SERVICE           VARIANCE         CAPITAL PROJECTS         VARIANCE

                                                                       FAVORABLE                                 FAVORABLE

              DESCRIPTION                   BUDGET        ACTUAL     (UNFAVORABLE)    BUDGET        ACTUAL     (UNFAVORABLE)

---------------------------------------- ------------- ------------- ------------- ------------- ------------- -------------

REVENUES:

  STATE REVENUES                                 0.00          0.00          0.00    8274218.00    6585057.76    1689160.24

  FEDERAL REVENUES                               0.00          0.00          0.00          0.00          0.00          0.00

  LOCAL REVENUES                             30000.00      41718.71      11718.71-         0.00          0.00          0.00

  OTHER REVENUES                                 0.00          0.00          0.00          0.00     981528.74     981528.74-

TOTAL REVENUES                               30000.00      41718.71      11718.71-   8274218.00    7566586.50     707631.50

 

EXPENDITURES:

  INSTRUCTIONAL SERVICES                         0.00          0.00          0.00     213389.00     457948.96     244559.96-

  INSTRUCTIONAL SUPPORT SERVICES                 0.00          0.00          0.00       6995.00       6775.18        219.82

  OPERATION & MAINTENANCE                        0.00          0.00          0.00    1891100.00     999316.20     891783.80

  AUXILIARY SERVICES                             0.00          0.00          0.00          0.00          0.00          0.00

  GENERAL ADMINISTRATIVE SERVICES                0.00          0.00          0.00          0.00          0.00          0.00

  CAPITAL OUTLAY                                 0.00          0.00          0.00   24418284.00   20084401.44    4333882.56

  DEBT SERVICE

    PRINCIPAL                              4205000.00    4205000.00          0.00    1605517.00    1605515.88          1.12

    INTEREST                               5720512.00    5720512.54          0.54-   2393412.00    2393412.96          0.96-

    OTHER DEBT SERVICES                       3471.00       1587.24       1883.76          0.00          0.00          0.00

  OTHER EXPENDITURES                             0.00          0.00          0.00          0.00          0.00          0.00

TOTAL EXPENDITURES                         9928983.00    9927099.78       1883.22   30528697.00   25547370.62    4981326.38

 

OTHER FINANCING SOURCES (USES)

  TRANSFERS IN                             9925512.00    9887418.97      38093.03    3189331.00    3189331.00          0.00

  OTHER FINANCING SOURCES                        0.00          0.00          0.00   14206355.00   14206355.00          0.00

  TRANSFERS OUT                                  0.00          0.00          0.00          0.00          0.00          0.00

  OTHER FUND USES                                0.00          0.00          0.00          0.00          0.00          0.00

TOTAL OTHER FINANCING SOURCES (USES)       9925512.00    9887418.97      38093.03   17395686.00   17395686.00          0.00

 

EXCESS REVENUES & OTHER SOURCES OVER

(UNDER) EXPENDITURES & OTHER USES            26529.00       2037.90      24491.10    4858793.00-    585098.12-   4273694.88-

 

BEGINNING FUND BALANCE - OCT 1            14567120.00   14567120.69          0.69-  40115322.00   39112254.14    1003067.86

ENDING FUND BALANCE - SEPT 30             14593649.00   14569158.59      24490.41   35256529.00   38527156.02    3270627.02-

 


 

                                                JEFFERSON COUNTY BOARD OF EDUCATION

                             COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES

                                       ALL GOVERNMENTAL FUND TYPES AND EXPENDABLE TRUST FUNDS

                                                         BUDGET AND ACTUAL

                                            FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2003

 

                                                                                                                  EXHIBIT F-III-C

 

               FUND TYPE                      EXPENDABLE TRUST         VARIANCE    TOTAL GOVERN. & FUND TYPES    VARIANCE

                                                                       FAVORABLE    & EXPENDABLE TRUST FUNDS     FAVORABLE

              DESCRIPTION                   BUDGET        ACTUAL     (UNFAVORABLE)    BUDGET        ACTUAL     (UNFAVORABLE)

---------------------------------------- ------------- ------------- ------------- ------------- ------------- -------------

REVENUES:

  STATE REVENUES                                 0.00          0.00          0.00  160864790.00  159100471.45    1764318.55

  FEDERAL REVENUES                               0.00          0.00          0.00   22748173.00   21841199.58     906973.42

  LOCAL REVENUES                           2543719.00    2378553.73     165165.27   90225410.00   91373228.00    1147818.00-

  OTHER REVENUES                                 0.00          0.00          0.00    2068061.00    3595291.99    1527230.99-

TOTAL REVENUES                             2543719.00    2378553.73     165165.27  275906434.00  275910191.02       3757.02-

 

EXPENDITURES:

  INSTRUCTIONAL SERVICES                    671322.00     642076.39      29245.61  151270240.00  148421413.48    2848826.52

  INSTRUCTIONAL SUPPORT SERVICES            161364.00     170368.09       9004.09-  34222988.00   33519067.82     703920.18

  OPERATION & MAINTENANCE                     1200.00       2130.92        930.92-  21565840.00   19614068.95    1951771.05

  AUXILIARY SERVICES                             0.00       3261.81       3261.81-  31334293.00   31528775.10     194482.10-

  GENERAL ADMINISTRATIVE SERVICES                0.00          0.00          0.00    8194289.00    7566771.46     627517.54

  CAPITAL OUTLAY                                 0.00          0.00          0.00   24518876.00   20101243.74    4417632.26

  DEBT SERVICE

    PRINCIPAL                                    0.00          0.00          0.00    8610473.00   11860921.38    3250448.38-

    INTEREST                                     0.00          0.00          0.00    8638592.00    8638593.62          1.62-

    OTHER DEBT SERVICES                          0.00          0.00          0.00       3471.00       1587.24       1883.76

  OTHER EXPENDITURES                       1226538.00    1381374.59     154836.59-   8421613.00    9607848.05    1186235.05-

TOTAL EXPENDITURES                         2060424.00    2199211.80     138787.80- 296780675.00  290860290.84    5920384.16

 

OTHER FINANCING SOURCES (USES)

  TRANSFERS IN                               25896.00     189130.11     163234.11-  27311499.00   29748759.06    2437260.06-

  OTHER FINANCING SOURCES                        0.00          5.00          5.00-  16494477.00   16491978.69       2498.31

  TRANSFERS OUT                             152731.00     358132.74     205401.74-  27311499.00   29748759.06    2437260.06-

  OTHER FUND USES                                0.00          0.00          0.00          0.00          0.00          0.00

TOTAL OTHER FINANCING SOURCES (USES)        126835.00-    168997.63-     42162.63   16494477.00   16491978.69       2498.31

 

EXCESS REVENUES & OTHER SOURCES OVER

(UNDER) EXPENDITURES & OTHER USES           356460.00      10344.30     346115.70    4379764.00-   1541878.87    5921642.87-

 

BEGINNING FUND BALANCE - OCT 1             1029827.00    1017537.58      12289.42   98542111.00  102283813.28    3741702.28-

ENDING FUND BALANCE - SEPT 30              1386287.00    1027881.88     358405.12   94162347.00  103825692.15    9663345.15-