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HomeMy WebLinkAbout96-06408 ..... ~ ~ ~ : ~ I ,) I ! ..... "" q; lij '0 ~ ~ ( ~ ~ \ '.......... ..... , , / ,/ , I I I . , " , , " q/., u/nJ) _'11111 '-I':'''~J1 ....- /1" "I I.........---~,..._... , . . , (}~o. <Ir('/'lflll/lllll .~ (CJIlfPIIIIU, I~(~ I, ",/"./ , >';~'</'. ,'.V",,,....!,, "I, c Proprl.cary fund TvoI, 'ldul!l.~y Fund Typ.. Aaooupt OrDup. rood Truat and l'1.n.nl O.nual lIarv~a. A'lnllY Ar.tlvltll" J'lud Auata Lon,. T. rra nib t ~ 92,345 ~ 28,959 ~ 1.3,381. ~ ~ 2,558 17,642 14,181 325,856 20,717,610 2,269,1.80 21.,844 1/..256.703 ~ 149.012 0 31.517 0 1.3. ~8" 0 23.312.9/.6 0 11,.256.703 ~ ~ 0 0 0 73,035 13,875 9,098 17,642 1.3,381. 13,777,247 1.79.1.56 82.133 31.517 1.3.384 .0:. 1/.. 256.703 23,312,91.6 24,844 42.1'135 66.879 .0.. ..0. 23.312.91.6 .0. 0 149.012 0 31.517 0 1.3.384 $ 23.312.946 0 14.256.703 L\BT 1'~NNIlIlOI\O ARJ{.^ BCItOO!. IlllITlllCl' COKlIlliltD Bl'ATEHI!N'f 01" I\lWENU~, I!Xl'IlNDn'UI\l!B AND OIWllll!S IN FIlND IlALANC~B . I\U UO 111' ANn ACTUAl. OI!N1U\AI. ANll Bl'llCIAI, 1\l!VllNUl': I"UNllB Vl!AIl l!NIl~ll JUNll 30, 1')96 Cllnanl Fund Vllrl.lna, V,voreble l1.II.IlJr.li Aatual lUnfllvDrabla ) Ravlnua and othar tlnllnDlng louraea Loaal loura.. 0 12,301,089 0 12,,,,.8,536 0 1I,7,M.7 Btata lourau 5,51.7,271. 5,1.73,906 (73,3611) Fadarll lourau 108.387 1/.8.1.39 IjO.05~ 'l'ocal ravanuo and athor flnllnalng sourcol lZ...llUlU 18.070.081 llId 3l I!llpendltures Ilnd other fLnllnc lng UICl InlnUlltlon RegulAr progrnms 9,1.88,715 9,1.63,727 21, ,988 Bpaclal progrnms 1,5118,801 1,516,190 32,691 Voantlonnl educotlon progrlllns 281.,123 281.,123 Other lnl1truct lonl1 I progrn.u 40,120 39,768 352 Adult educotlon progroml 8,775 8,351 1,21. COlDl1lunlty CaUego educlltlon progr/llnB 261. 590 261.581 9 Totol In.tructlon II. 632.201. lL.J 7 3. 711 0 58 ,1.611 Support lorvlce. I'upll pernonnol 533,927 533,676 251 In.cructlonlll atnff 479,717 ,.78, '/99 918 AdI1Ilnlatrlltlon 1 , 318 , 9",. 1,309,265 9,679 Pupll health 231,973 230,330 1,643 Iludneu 153,682 153,523 159 Operatlon and IDdntennnae af plBnt .orvloo. 1,5",.,855 1,526,1.22 18,433 Student trllnlpartotlan I.rvloe. 536,365 536,071. 291 Central 29,698 27,125 2,573 Other support aervluel 1.6.509 _,.5.976 533 Totol lupport lervloea 1..875.670 ~ 311.1.80 (Oontlnued) .. I. It Ip.lllal lavanu. fund Varlance Vavarabh lud...t AL'!tual lUnfavorab18 ) 0 29,500 0 27,521 0 (l,1l79) 2~L ~oo 27.521 ll,979) .0.. ..0.. ..0.. .0.. .0.. .0. UST PI!IiNBllOltO ARIlA SCHOOL DIIITllICT CO~IIi!D STATI!HI!NT OF R!V!NUE, EXI'I!NSI!S AND CHANOIS IN RETAINED URNINOS ALl. PROPRIETARY FIlND TYPES YUR I!NDI!D JUNI! 30, 1996 Total aperatlng expenle. Faad S8rvlcIt 0 366.732 -..Jb.6.....ill ,.82,076 36,166 t,791 '.. 018 52'.. 851 1158.U9) 2,227 1l,671. 101,611 36.166 151.71.0 (6,379) 15.661 9,282 57.591 0 66.B7'J Op.r.tlng ravlnue Loaal .oure.. . toad lervlee revenue Totel uperetlng ravenue Oparatlng expan.e. PaYllel\tl ta food urvlee canttaetar Daneted aOllmodltlel ean.umed SuppUea Deprne lat lan Operatlng lneolDe (Iou.) Nanoperatlng revenue (ellpenlal) F.ernlnga an lnveatllanta IItate eourc.. Federal aouree8 Federal aoureaa . donated eommodltle8 Total nanoperetlng revenue (ellpenloa) Ineolle (loaa) before tranafera Fund tuna fen Nonaelh contrlbutlona frail Goneral Fund Net lneolle Retalned earnlnga, July 1, 1995 Retelned enrnlngl, June 30, 1996 The aaeollpenylng not.. ere nn lntegral part of thele flnlnclal Itatementa, . 6 . lAST ~IlHN8lI01\0 N\U SClloOI. DIIITI\10T COHllllilll) ST^TrHIlNT or CAllI! ....<1118 A~~ ~ROVRIIT^"Y .~ND TYVIll YIAR IINDI!I> .JlJN!! 30, 11/9/1 .'01111 brvluu cuh flaw. fral. ijl'UO t lng no t Lv 1 t l.. OpeutLng lncol.' (Lau) ^djll.tl.ent. to l:eaandl1 al'eratlng lnnal.e (lau) tij net euh IlravLd.d by op.rntlng lutlvltlu Delll:8e latLon Danlt.d DOIDJDOdltLu aanaumld Daal:8a18 (lner....) Ln Inventory Aeeaunt. r.celvobLo InerelUe (dOCI:OIIIO) In Aeeountl lloyohLo . 058,11'1) 1',01" 111 ,I~~ (1IIlll) (II., 'l~l) ~v. 301. N..t elllh uead Ln al,erotlng aatLvltLu a..h flawl from nQncaplt.l flnlnelng eatLvltle. lIubddl.... recel\led Stlte r.dual Fund trnnl fors (13. HI.) 11., ~ /1. IOl,6H --1.1...6.6J. Nut CBQh Ilrovldud by nananpltBl flnoncLng act.lvltlol 12'.1 .000 Clah flowa fram Lnvoltlng ontlvltLel I!arnlngl on lnvoltmlntl I'eymlnt for purehuBI of ..qullllDent ?',Vl -L.u~) Net cOlh UI.d In lnve.tlng natlvltle. Ill. 01,2) Not Lncren.1 In eelh "'.,1.~2 C.lh end equlvnl.ntl, July 1, 199~ 1.7.893 Clah end equlval.nta, JUlia 30, 1996 o 92. 3'.~ The aeealllpenylng natu are an I.ntegrel part ot the.. flnanalaL Itatelll.nt., . 7 . l!AS'f 1'l!NNSIIOllO AI\l!A BCHool. OlB'l'lllC1' Nons 'fa fINANCIAl. STA'l'l'.Kl':NTS JUN~ 30, 1')96 1. 1\lportlng entlty I!Dlt l'lnn.horo Arne Schoal IHltrlct l. the lovol af goverl1mont whlch hili ov..rdght rupanalbUlt.y .nd eantrlJl over aetLvLtlol rolatod ta puhHe .chaal oducatl.un. 1'I1e report lncludu I8rvlcel provldod by tho IHltrlct ta raddnnt. wLthln lto baundarl..: the Cu,.berlnn,1 Caunty cUllllllunl t los of Eu t l'onn.lllll'a 'fown.hlp ond tho Ilorough of WOlt l'nLrvlew. BervLce. ptovldod Includo n comprohenaLvo currl,;ulu/ll for prllD/1I:Y ond I8condory oducntLan o. woll os opeelnl oducotlon ond '/oclltlonlll educatlan IlragralDl, Tho IHltrlct recoLv81 revonuo frullI IIJcol, Itllto 0111.1 fodotlll lallrau and lIust callply wlth tho rOII'jlromont. of tholo fundl.ng .ourcu, erlterln ..tobH.hod In Govorl1lnontlll Accounting Btlll1llllnl. Iloord Stlltemont NlI/nbot 11. wern usod In detorIDlnLnp, the ontltlo. to Ito lncluded In tho roportLng entLty. Th.... erltorla lncludo 1)lIIle ltoml .uch n. flnllndlll Lnterdopon,loncy, l..loctLon af govorlllng outhorlty, dodgnot Ion of mBnogomont, abUl ty ta .lgnl. Bcont ly lnnu..noo olloratlonl, occountabLHty for fl,clll IDlIttoro, ocopo of plJbHc lorvlco and epedol flnnnclng roll1tlan.hlpl. All al'ototLon. of tho IHltrLet IIro Lncludell In the ropartLng ontlty. 1'I1..re ora no comllonont unLtl thllt moot tho obovo crltorlo far Lnc1usl.on In thl.. nportlng entlty, Itowovor, tho IHsttLct L. II portLdpllnt In throe jolntly' govorned op..rotlan., ooch of whLch II 0 ..porato Iog01 ontlty that offoro eduentlanol lervle... ta tho Ulltrlct onll Ltl rosl.dontl, Eoeh ontlty 10rVOI ...veral lehool IIlltrlct., '0 tho followLI1K ontltlol 'II'" not lnclurlod In thLI reportlng ..ntlty. Clpltal Ama Intormodloto UnLt . ptavldoa Ipodol ollucatlon lervlc... end progrllml, Cw.berlond.I'erry AJ~OIl Vocntlonal.'l'edlllLcnl Behool . provld.. vaeotlonal and toehnlcol oducatlan servleos and programl. Hnrrllburg Aroa COlDmunlty CoUogo . I'tovldu community college edueatlon l..rvlc"l nnd program". 2. SUIDIIlary of d8nlfLcant accauntlng poHcL.. Thll aceaunclng rBeards af East l'enn.boro Area School Dlstrlet am mlllntlllned an the b..h of aecountlng proctlc.. prescrLb..d or permltted by tho Hnnual of Aeeountlng and R..l.ated f'lnandol ProeodlJros for Pennsylvnnla Sehoal Sy.t"IDS, l8lued by the Pennsylvanla Departmont of l!ducatlon In noeordoneo with tho provhlonl af the Schaol Lnw. af I'enn.ylvonla, Thuo prnetlcoa an In eonformlty wlth generally leeepted account Lng prLndplu n. appHeobl.. to gaverllmantal unlts. A lUIDIIlnry of the more .lgnlfleant accauntLng pollelos II nl follow.: . 8 . I!ASl' 1'l!NNSIIOI\O AI\I!A SCIl001. IllSTlllC'I' NOTES TO fINANCIA!. STATEHEN1'S (Cllllt' ,I,) JUNE 30, 1996 2. SUlIlIlOry of .lgnlUeent Iccountlng pollclu (Can,."d,) Fund Iceauntlng Th. 811eountlllg rocards of the Illstrlct orll 1I\'lIlnl".,I 1111 thu hull of fUlld tYI,es end 8eeaunt graups, Elich fU1ll1 type IIny cllnlllt IIf IIvernl dlfflrant funds. Eoch tund l. I eeparate entlty with anlf.bllanclnllllculIlIlIl" which cOII11r11l lta nalltl, alblUtl..., fund halonco/rotolnlld enrnhlll", rUVOIIIIU" nllll ollpondlturOl/ellpunlol .. Ipproprlata. The fund tYI'U IlId thu I"CCIIIIII 111'11111'11 lit 111~ed by hit l'ollnsbara Arol School Dlstrlct ore ea fol1awl: Gaverl1lllentel Fund TYJlll . Thaoe lira lhu '1111110 I.hl'lIl1l1h which moat goverl1lllentnl functions ere flnonco,l. 'I'hu '11)011111111.11111, IIIU end balancu of the Dlltrlct's ollplln"lIbl.u "1 nil 1111 1111 rllS')lIrl!Oll on" thll reletlld lleblUtlu (ollclll,t thlloo Oil " 1111111 11.1 I'llI' In I'rlll'l'llltory fundal are accounted far through gllvorlllnllnllll fIlIlC\O, 'I'hu 1P0111llramont focus II upon detormlnotlon af chllnllol III flnlllldlll I'UIIIIIII'IlUI, rothor thnn upan net lneol1e detormlllotlllll. 'I'hu IlIn.11I Ill' Ihu III II ll'ltl I. Inclu"od In thls elltegory nro: General Fund . The Oonernl t'uncl 10 1I0u.1 III ''':Clllunt far nil Unenelel tranlOctlanl nat Iccllllnl.u,1 Inr III 1I11111.hur fllnd. Rovonuol are prlmorlly dorlved from IlIcnl I'l'lIpul'ly, por cnpltn nnd oeeupatlan tilles, and Stlltu 0\111 t'a,lorol .1I"tl'lbllllllnl, Hany of the more lmpartent sctlvltlo" Ill' tho S"hlllll Illltrlct, lneludlng lnltruetlon, ac!lDlnlltrlltllln Ill' thu S"'111111 Illlltrlct nnd eertnln nonlnstruetlanol servlca" 01'0 "''':lIl1ntucl /oil' III thla fund. Speelal Rev.nue t"und . Bl,ocllll II0vunllu 1'II1111s ""0 unod ta account for the praco.ds af specltl,' l'ovonllo" I hilI. 111'0 rostrletod ta ellpendltureo far spuc I flud 1"1\'1111""". Capltal praJeotl t'lInd . Cllpltlll 1'1'11,"":1.1 for flnnnclnl rOlllurce. tll hu uI.d eonatruetlon of copltol focllll.los, I.'UIIIII 111'0 usod ta nccaunt far tho ocqullltlon or ProDdetarv Fund TVI101 . l'r"lll'lotllry t'lInd" occollnt far aperatlons thet era Unanca,: ond IIparcll'a,\ III 1\ monnor 0 llPUar to prLvllte bUllnoaa enterprLses: Food Servloe t\II111 . 'I'hll t'clIlIl RorvlcIt t'und Ls u.ed ta oecount far the Unandal t.r'"1"Oetlan" Olll/eLoted wIth the operotlona af the oafeterlna . . 9 . un 1'l!NNBlI01\O ^'\~^ BCl\ool, nIS'I'I11C'f 1i0'l'l':S 1'0 I'INMiGIM. S'rA'l'l!.Mt:NTB (Collt' d,) JUNI! 30, 11)1)6 2, BUlllllllry ot IlglILfLaent a~~aulltl.llg pulldoH (Cont'd,) B..l. of leaauntlng (Cant'd,) GOYerlllalntal FUlld 'l'yll..U..ll . Tholo fundH ore aeoauntod far ullllg e "eunellt flnollollll rOHuurCOH" IDOOHlIl'OlDllnt facuI (n lnodLfl.d ooaruol bells of IIccountlng), Revonu.s Ire recordod wholl HUlcoptlble to accrunl (both moosurablo ond ovallablo). AvaLlnblo moonl colloctod wlthLn tho cllrront porLod or aoon enough thorollftor tu PIlY CUl'rollt llllblUtLel, I!llpendlturoa are gonorlllly rocaglll7.od wholl tho rolotod fUlld 1l0blUty II lncurrod. ~lleoptlon" ta thll gonorlll rulo ln~ludo prlnGlpol IInd lntorut on generAl lallg.torm dobt whLch la rocagnlv.od whon duo, DhburulDonta far Lllvl'lltary typo ltolnl ond propllhl O>lpenHBH nrn canoldornd oxpondlturoll ot tho tLlno af purchnso, PraDrletIlI.YJ:~lJld 1'YDU . Tho Food Borvlce Fund La nccountod for using Il "flow af oeanalDlc rOKuurCOI" 1D0nouromont facua (II full nccrulIl Inethod of IIccount Lllg). Donllted cOllunodltloH lire LnvontorLod nt nil oatLllllltod coat vnluo when raeelvod. InvontorLo8 (voll1od all tho flrat..Ln, fLrlt.out Inothod) ero reeordod n. IIn oOllot, and tho port Lan ropro80ntod hy dOllatod ealluDadltlos lo rocordod 118 doforrod rovonuo. Food lervLco oljlllplllont III copltoll7.od, wLth dopraelotlon (ealnputod an tho 8craf.ght.llno lDothad ullng on oatLlnotod usuful Ufo of 12 yenrs) rocordod liS on oporotlllg o>lpenso, Tho oquLJllnont (not of aecUJ1luloted doprocLllt Lon) ls Offeot by 0 rosorvod port Lon of rotoLnsd aornlngo, WysJary Funll TYDU (Trust ond AII,oncy Fundal . Thoao funds ore euatodLol Ln nllturo (nllots oquol If.nbllltles), nnd do not lnvolve meosurOlllollt of reaulta of aporntLons, end lIttll20 tho InodLfLod occruol bnlls af nccauntlng, AeeDunt Groupli. . Lond, buUdLngs IInd equlplnont ore roeardod at hlatorlcal coat or ot elltlmotod hlatorlr.ol cost If actual hlstorlcal eaat La nat avoUnblo. PeprocLotlon ls not computed on gonorol fL>lad eueta, Long. torm dobt la offlOt. by on amount ta bo pravldod by future taxlltlon or other rovanuo saurcea. lIandl pnyob 10 In future yeara ere rncorded BB OLotrlet dobt, lntoreat on bondl la recorded when ouch Lntoreat ls duo. . LL . -, l!AS'I' 1'l!NNBllOllO AI\l;A SCHoo!. IllBTlllC'f NOTES '1'0 nNANCIA!. Bl'ATEHEN'fB (Cont' d,) JUNE 30, 1')')6 2, SUllll..ry at tllgnltlolnt account lllll pollc101 (Collt' ,\, ) 1l"llII of aoeountlng (Cant'd.) Account (lJ:.!I.Y~9jJ~), COlDpanlotad ah.en"e. (th"lo f"r which elDplaY..1 rucelve pay) era reeor,lad u.lllg tho tennlnllt llm llllyment lIIe thod, A 11nb U lty II ~ecorded throup,h the ule "I' ...tlmllton which opply hlntodclIl dotn to eurront fdct"rn. Tho Illotrlct 11141ntlllno rocanlo of unulod leavo ond nppHoa tho cOlltrllctod rllto for olllpl"yoon olllllblo for terlDlnlltlon paYlUontl. Tho IHntrlct lI110wn ,,"ly ~ultrlctod oabblltlcal lollvo nnd th.roforll hll. no rocllrdoll HllhlHty In 'I<lvlln"o of tho nllbhntlcnl. Cash and cllnh ollul.vlllolltn The Ulotrlct poall cnnh ron"U"CO/i llt cortnlll fUlldo In orlll1r to I'lIclHtlltl1 thu IDenngomont af cllnh. Ao pllrl: of thln cnoh 1I1111111/1,UIlll1l1t progrllln npolllorod hy tho Dlntrlct'n doponltllry I.nutltutl.oll, ovurnlght ropurchu/il1 IIgroolllunto IlrU bought IInd sold on II rugulnl:" hoats to lncl.'lH1t.H! i.l1t~L"eut ollL"nl.ngu, Cnah .111tl CI1t1h oqulvnlontl IIppl.lcllblo to 0 pllrtlculllr I'ulld IIru rOIlIII,ly ldelltt.flllblu. Tho balancuN ill tho pooled clI6h IIlI1JHlgclllont nccollnta Ilro nVllllllblu to '''CQt cun:IJIlL: ape ration r01jul.remllnto. t'or purpanon of tho Food Survlcu Fund ntlltulllunt of CII/ih flowo, the Ulltrlct eannldorn 011 depaolto purc\\IIoed with IIn orl.g\,nnl mllturlty of throo mOllthn or 10nn to ho cnoh or clloh oqulvlllonto, lludgotn The Illntrlct odapts, prior to the hogll1nlng af oach flscd yoar, on onnuol budget for tho Genorol Fund ond Athletic Fund. A pll~t of thln budgot proeoal In tho adoptlon of locol tnx rnton, nubjoct to vllrloun 10go1 rostrlctlann. The Ulntrlct approven auha.quont budget rovlnlono (prlmorlly trllnnfero botwoon llxpendlture eotegorlos) 00 lIeeeosnry. Ununud npproprlntlonn explro lit tho end of ellch yenr. Revanuo . Locnl sourcen I\onl ostnte, per cnpltll, runldence IInd occuplltloll tllxes nre lev led nn of July 1 wlth a legal, enforcoohlu clnlm ogolnnt the tnxpoyur and/or property. These texon are rocognlzohlu ns current revenue whon recolved by the Dlltrlct durl.l1/1, the flscal yellr nnd oleo ontlmoted to be rueolvod by tho DIstrlct wlthln nlxty dayn after the clone of the flncn1 yenr. An nllownnco for ontlmntod LI11co11eetlblo tllxon In rscarded baaed upon a hlstorlcol aatlmate af dellnquent toxes that wlll nat bo recelvod wlthln one yonr, Deferrod tall revenues are hOled upon 4 historical eatlmnto af dollnquont tnKes expoctod to be recolvod wlthln ono yoor of tho flscnl yenr ond. - 12 . IlAST l'IlNN6BOll0 MEA SCllool. 111BTJUC'f No'r~S 1'0 nNANCl^,. S'I'A'rV.HIlN'fS (Cant'.I,) JUNIl 30, 1')1)6 2, SUJlIJIlary at Ilgnlflclnt IIccullntlng llOlldu (C'lI1t'd,) RevenUI . l.oonl lourcu (cunt ',I.) 'fhe portlan of tUXOI rocolvnblo whl.ch II OXllootod to hI roonlved wlthln 60 dnYI of Juno 30 II rocar,lod IIn rov.nllO III tho curront YOllr, 'l'ho rnmllllllng IImount of tllXDI rocnlvnblo whlch II o:llloetod tu bo rllcalvod wIthIn one yellr frolD Juno 30 ls rncordod nl defunod rOVOIIUO, All othor Olllountl In the tllxes rocolvnblo nro wrltton uff nl oltllDnted uncolloctlblo tnX.I, Othar t'lll rovonuoa, IncludIng tlxllllyor'"lloll.d rovunUOI lIuch liS Ollrllol\ Lncom. tlllU, Iro rocognl~od nl rOVOII.le whon rocolvod durIng the flscd yoor ar SOUII enough thorooftor to bo IUlcolltlhle to IIccruol RevenuI . Stoto luurces Stoto luhsldlon d\!o tho Illstrlet os eurrollt fllclIl yoar olll:ltlolnollts nre recognlud III rovonuo III tho eUl:ront fiscal yoor, Revenuo . I"odornl aaurcolI I"edornl progrnlll funds 1Il'l'1l.cohle ta OXllolldlturol for tho lome progrllln III tho curront flaclll YOllr hut OXllocted to bo rocolvod In the lIellt flloal yoor aro eecruod III current rnvellUO, Intor.fund trnnBoctlons I!llpondlturoa hy tho oOl1orlll Fund far tho benoflt af athor f'lI1dl ore reflocted In the ronpoctlve atatomolltl of rovenuo IInd expondlturol/ellponul, hilled Oil 1II0nogeIDont's ostlmotos, 'rho Dlstdct daos not ottompt t.o IIUaeoto nU coati whIch bonoflt tho othor funds duo to tho dlffleult.los auaclotod with tho mOllouremont of such bonoflts, 3, COIh IInd Invostlnontl The Dlstrlct's cosh IInd eoah equlvalonts conalst of cosh balances doposltod In flnllncllll Instltutlons and repurehnss IIgreomonts purohosod by tho Dlstrlet from ths flnonclol lnatltutlono as pnrt. of 0 ensh monogolDont account, Cash at JUl1e 30, 1996 Ls clltoBarl~ed IlS followlI! Cash and c~sh ooulvalenta Cnrrylng Bonk Vplue Bolonco ~ 500 ~ .0- 100,000 100,000 .0. -0- 210.511 ~.L..ll2 0 311.077 0 1.163.339 Change fundi Inlured (FDIC) Collateral hold In tho Dlstrlct'l nOIllO Coll.aterBl nat hold In the Illstdot's lIalDe Total - 13 ' " ''t.. '. EAST VI!NN6110110 ,\IlEA SCHOOL IHIlTlllC'f NOTES TO FINANCIAl. IlTI\'fl!HENTS (Cant' d) JUNI! 30, 1996 3, Cuh Ind lnvutmentl (Conc'.I,) Th. tYP81 of authorlutl lnvaatlunta lire Umltetl by etete Ulul.tlonl, The Ulltrlct'l lnVoltl.entl cane let of oOJlollltl In the I'ennlylvanlo Loc.1 OaVerJUDunt Inveltment fru.t, Thau l.nvutmentl ore eorrLotl at COlt whleh IIIJlroxlln.tol I.arl<et value, At Juno 30, 1996, 1111 lnvestments of tho 1'ru.t were eltler obUgatlone at" the U,6, OOVerl1lDo"t ar ltl ngondu ar lnatrumencnlltlol, or deposLt. lneured by FIlIC, nnd ere cet.gorL~od oe tallows: l.mu.tJJIJJ.l.tJl Cnrrylnl Mnrl<ot Vnlue Valuo ~ -0. $ -0- .0- -0- .0- __.....:.0-:. -0- -0- 982,988 982,2.JlJl ~ 982.988 $ . 982.988 In.ured (I"DIC) Calleceral hold In tho IHstrlet's nl1mo Oollnteral not hold In tho Plltrlet'a nome I'ooletl lnvostmonts (l'!.lGI'L') Tatnl Invutmenl: poUdol foUawod durlng the yenr onded Juna 30, 1996 dld nut Ilgnlflenntly alter tho elltegorlzatlon af lnvoltmontll shown nbave, 4, Accounts reoolvable Accounts reeoLvablo lit Juno 30, 1996 eonsLst af tho followLng: Food Ce"erol Servlee Fund Fund Fodera I oubll.dles ~ 15,679 $ 11.,539 Stete aubaldlu 696,866 J,,65" Due from other goverruDantel unltl 20,588 Due from I!IT/OI'T calleetor 271,076 Other reeelvobloa -0. 1. t,I.2 0 1.00/..209 $ 1"/ . 61.2 5, Dollnquent talles rocelvoble AI ellplalned In Note 2, tOllea aro reearded a. revanue anly when rocolvod, ar, In the cOle of doUnquent renl OItnte tallu, nveUable wlthln alxty daya, The remdnlng balonce af deHnquent tnxu ret:elveble am reeor.ded <II doforred revenue In IIceordance wlth ochoal oeeaulltlng poHdu, Deferred tax revonue amounted to o 262,128 et Junn 30, 1996, Dellnquent tlllOS reeelvable na rofleetod on tho Juno 30, 1996 balance aheet eanslst af tho followlng: . 11. - ~ .... '. UST PllNNSIlORO Ml'.\ SCHOOL DIBTUCT 1i0TES TO ~INANOIAI. STATEHI!NTS (Cant'd,) JUNI! 30, 1996 5, Dellnqu.nt till' I reaelvnblu (Cant'd,) Relll IIl.lli E.tat. PereallaL 1990 and prlor Y8llre 0 127,731. 0 .0- 0 127,73" 1991-92 87,871 -0- 87,871 1992-93 96,092 9,81,6 86, ZI.6 1.993-94 126,0112 2,095 123,9,.7 1991,-95 223,503 71,219 152,ZlI. 1995-96 378,509 135.",.6 2/.3.063 1,039,751 218,676 82l,075 ... n I Allawllnee f.or UI1\lO 1 lec t lb 1.. 7MI,368 84,052 660, 309 Totel 0 29~.383 0 13/.,617 0 160.766 6, Oenerel FIlled Anetl lu ellpldned In Note 2, buUdlngl nnd equlplDent nrn reflected on the balonce Iheet undlr the Oeneral Flxed Alleta Group af Aceounta Itntod ot hlstorlcol cost or eetlmated hlatorlcal COlt If aetuol hlltorleal cOlta are not Bvellable, ^ lUIDl1lBry af ehnngu In filled ueetl for the yenr ended June 30, 1996 II IlB followl: Tranafern lI.glnnlng ond End of Yuar Addltlonl DlapoalllB Df Yuar Oenerel flllBd llIutl Land and lmprovementl 0 325,856 0 -0- 0 -0- 0 325.856 lluUdlngl and lmprovementB 20,""9,829 267,781 -0- 20,717,610 Furnlture nnd equlpment 2.055,572 2L4,~62 05") 2.269,1.80 0 22.831.257 0 482.043 0 (354) $ 2J.312.'.M6 - 15 - UST 1'l!NNSIlOllO ,\IlEA 6CItOO!. DI6'rIlICT NOTES TO FINANCIAl, BTA'fl!MI!N1'S (Cant' d, ) JUNI! 30, 1996 6. Oanara1 VIMld Allltl (Cont'd.) lIeslnnlng of Yltll~ ~ddltla.la Tunlfeu Ind DhpDnh I!nd ~JU: Foad SarYlal Fund Bud eNle tI f\lrnlturl end aqulplllnt AaaulDulatld depualetlan o 181.,522 0 CL6B.929) 13,269 0 (I..OLB) (6,296) 0 6...llA 191,',95 (166 ,ill) o 1~.593 o 9.251 $ -0- o 2/..8/tft. 7, Cllneral abllgatlon bandl poynble A eUllunary of chong... In gOllord obHgntlon bond I payable for the year ondod JUIlO 30, 1996 II III follows: l'aymonts Iloglnnlng nnd ather End of Year tl.II.lll.t.l..!u:ul ~eooes of Ysar Oenerel Obligation Ronds hrl81 of 1992 0 8,165,000 0 -0- $ 150 I 000 0 8,015,000 lIerl81 of 1989 6,169,367 1.07.880(0) 815,000 5.762,21.7 $ lit. 33/..367 $ 1.07.880 $ 965.000 0 13.777.2/!1 (I) Repreaente nceretod Intorest on Copltal Approclatlon Rondo, A, Oeneral ObHgatlon Bonds, Series of 1989 - l'raceodl of this llaua were applied In pnrt ta refund the District's Oeneral Obllgatlon Bondi, Sod... af 1987, with tho romalndor uud ta PlY certain eaets of the refunding program nnd to fund ather eapltel IlIprovemonta to foellltlos awnod by the District. As part af the refunding prograln, funde Wero Irrevaenbly depaelted Into an Elerow Account, The Eeerow Agent ueod theu funde ta puruhnee Unlted Stntee Trensury Securities . Stote nnd Lacnl Government Sorlos In sllch omounts nnd mnturltlos to sntlsfy Interelt paYlnente on the 1987 Bonds ond retire all outstnndlng 1987 Bondi an the September 1, 1.992 call date, The Oenerd Obllgatlon Bands, Serl... of 1989 eonelst of Cnpltnl Appreciation Bonde, Interest accreted thraugh the Mnrch 1 payment date af each year on the Copltal Appreciation Bonde II edded ta the clrrylng value, - 16 - , -, '.. 1.!A~'r l'I!NN61l0110 AI\ItA IlcltoO!. UI61'lUC'I' NOTU '1'0 f'lNANCIAI. 6'lWrrnW'I'B (CanC'd.) JUNl! ]ll, I'JIJ6 7. O.nlral llbUllClan bllndl plYllhlo (Collt',\,) 8, Olnlrd OhUgII;I'1I1 11011,11, H.I'I.I of I'J'n, l'rauudl of thl" luue ere halllg UHu,1 1"1 danlKlI, '''lll.trllllt, fUl'I1llh end equip e nlw elellalltal'Y Idl'") 1, Th. II. t ptOlllllll'l wa I'a dUllael tad In thu Capitol, l'ro,lo"ln 1""11'\ whore IhllY IIr. nvnl.lllhle to llaY the ualtl ot thu OllllUulllnty ncholll COIIHtl'lIctlon projllllt, 1'ho18 llllndl, whl,ch lalltUl'lI ullI,ually HoplolUhol' J, of .lIllh yoor thtough the year 101,~, pay llllorolt Ill: IIl1nU1I1 totOI rllnglllg fralU 2, '10' to ~,80', Future 1I11tudl:l.. 1111'\ doht 'OI'Vllle 1'0'1111 romontl 01'0 III loUawn I Surl.. Badal uf 199~ pf 1901) Copltlll Allpnclatlon hJu: IJu.Al 1ttl1lll.1IlJ1.l Incurest Il<lllda III 1996.97 0 1,1.09, ~80 0 160,000 ~ 1.39,580 ~ 010,000 1997.98 1".07,630 165,000 1,32,630 810,000 1998.99 1,'.05,090 170,000 1.25,090 810,000 1999.2000 1,1.01,7'.0 18~,OOO '.16,71.0 800,000 2000.2001 1,396,910 220,000 ,.0(,,1)10 770,000 2001.2012 ~,., 126 Jill. ..L.l15,000 2,1) 31. !,ll. I. ,080,000 'fatllh 0 21.11.7.36/. 0 8.015,000 0 ..).052 . 16/~ ~ U .000 .000 (1) llafLaetl final ,anturlty vnlue 01 Copltnl Appraelotlon /landa, 8. Campenlllted nbaoncoa At June lO, l'J96, the Genornl Long-Tem Ooht Graup of AecQuntl Includen 0 IhblUty for calnpensoted abuncaa af $ ,,71) ,1.56, l'aY'Donte for cOlUpenlllted Ibleneel ere mada thraugh Oenoro1 rund expon,lIturel In tho yoar tha alllenee Ie uled or the elDployeo retlrel, Whon an e,aployoe rotlroa with unusod compensated ebalneel, the Olltrlct'l poyout polIcy I. ea fallawa; Emergency end porlonlll . no payollt rO'lulrod Vaelltlon (odJDlnlstrotlvo poraonnol only) . unusod vacotlon day I (not ta oxceod 5 dnya) nro pold at tho tlmo of aeporatlon Slokn..& . na payout roqulrod Peraanlll dnYI . unueed porlonol doya (nat ta exceed 5 daYI) ere paid It a rate equol to tho ovorogo rate pold to lubltltute teaehe re . l'I - EAST 1'l!NHSIlORO Ml!A SCIlOOI. DISTRICT NOTl!S TO nNANCIA!. Bt'ATEHI!N'I'S (Cont'd,) JUNE 30, 1996 10, I'enlllan plen All full tllDl Dllltrlet omployeulI ond llort time employellD with lit hut 80 <lIIYs ar 500 houu of .orvl~e YUllrly, Iro eUglhlo to Ilertldpetu In 1'he l'ubUc SchoaL l!tnplaye..' Ilotlrel1lent By.tem 0/: I'ullllsylvollln ("Systeln"), 0 eoet..hllrlng, multLpLo. e'DpLoyer defLnod hOlloflt ponHlan pLol1, The payroll for tho e,"ploye.. eovuro<l hy the 1,lel\ for the yun endnd ,Iunu 30, 199610101 $ 9,7"'),~8LI the DI.trlct'l totlll pllyrall for that perLod Wa. $ 9,970,8~2, l!lIIploy.... wha retlru lit IIgo 62, or IIgo 60 with 30 yellrs of. IIIrvlcu, ar wlth 35 yeou af nrvlce rugor<lLII.' of 000, are untlt\od ta n rutlromellt benuflt, poyohlu 1II0nthLy far Ufo, e'llIlIl to 2' of thelr flnnl IIvorllge aoLllry tLmel YUllrs of urvlce, lIunoflta VOlt on rOllchlno 10 yoorl of sorvlco, Tho SYlltem nlua provl<los for enrly rutlromollt lit ogo 55 IInd for dOllth Ull<l <IllubLLLty benoflts, Also, health In'lImnce promlulD IIsslotonce af $ 55 pllr month 10 pravlde<l for qUllllflu<l rntlree. , Covered .mployeulI IIro rO'llllred by otnto stotuto to contrlbuto II purcontogu of their ulory to tho pll1l1. This porcentngu ls 5,25' far ol1lployeoo hired bufore July 1983, and 6.2H for omployeu. hired lifter thllt ,Iatu, Tho nlltrlct's eontrlbutlan n5 a pureentoge af. solarles 101011 11,72' for tho YOllr ondud JlIne 30, 1996, nnd wUL ho LO,60' effective July L996, 'tho Illutrlct's contrLbutlon for thu year endod Juno 30, 19% WIIS $ 1,11,2,979: omployoe.' eontrlbutLons wore $ 51.9,006, The penalan buneUt obllglltLon, which Is tho IIctullrlnl pro.ent valuo af crudltod prajeeted bOlloflts, Is a stnndnrdl2ud monsuro of tho prosont voluo nf punslon buneflts, ndjustod for thu offects of projocted salnry Increoses ond sny Itup. rllte henoflts, u.tlmoted to be poyable In tho fllturo os II rellult of on~Loyoo service to doto, The InOOSllfo Is Intonded to help usors 05.0.. tho retlremllnt ay.telll'. funding stntus on a going-concern ballls, IlBSesS pragroso Inndo Ln aceW11ulntlng .uffldont nssots to pny boneUts whon duo, and moko eompnrlsons Illllang public elnploye rotlremant .yetems, As of Juno 30, L995, the most rocont eetuarlel vBluntlon dnte, the System's pension boneflt obUglltlon, os colculnted In lIeeardnnce with GASB Stntemnnt No, 5, totBlled $ 28,2 bUUon, Not asaots evllllnble for benoUts ns of thu surne duto totalled $ 25.0 bLLUon, Tho unfunded pen. Ion obllgotlon under GASB Stotolnent No, 5 tatnLlod $ 3,2 bllllan, Tatel eontrLbutlons ta tho Sy.tonl fralD 01L psrtlelpotlng umplnyurs for the yourl ended June 30, 1996 and 1995 woro $ 907 million (ostlmotod) and $ 825 mLILlan, reapee t I vely, Ten-yenr hl.torlcnl trend Informntlon .howlng tho Sy.tem's pragress In eceWllulatlng .uffldent u.ot. to pay beneflts when due Is presented In the Ily.tem'. Comprehen.lve Annunl Flnnnelnl Report, - 19 . I!AST 1'l!NNSlIOIlO AllM SCIIO!)!. U1Sl'IllC'I' NOTIlS TO l'lNANC lAI. STATIlHENTS (Cant' ,I. ) JUN~; 10, 1')'J6 11, Hlnea.lnent e.rvleel t'hll allhterla toellltloo of tho Illltrlct worD operllte,j hy n thlr,\ pnrty vOlld'l1" , Undlr tho terma of tho calltroet, tlw "undal" pro"l<lol far tho OPUI"IItloll on,l m",lntenanee ur foa<l 101""I"u. /1/1 rO'lulre,1 hy low, with the palldu uuhject t" the IIppravel of the Illltdcl;, Operlltlnl\ COltu, 11lIlI1l1golnonl; toOl IIn,1 ndmlnletrlltlvu ea.tl lire hilled lPanthly to tho Plutrlct, 12, Other IIO.t-oIDploYlllollt rotll"omunt 1I0nuf!tll The Dlutrlet off 01"/1 ano palt,oloploYlllont hunoflt to 1:01;lru<l prafos/llonnl ulnpluyuu other thon ponlloll benofltl III ..lscuHlo<l In Noto 'J, fOI" ompl.oyoos with twenty 01" IDare Yoorl af nrvlco to tho Illstrlct, tho Illltrlct wHI. pny tho hllulc modlc/l1 Inauranee premhuua for flvo yonl (e~du"llIg fllmHy co"orogo) following retlremont, l'hl. helleflt II1110untod to lIppro~lmlltoly Gu ,000 <luring tho YO/lr ondo" June 30, J,996 nnd covored 111 ollglhle retlrod omployoo/l, Tho Ill/ltrlct daBS n1l.0w other elDplllyeu nat ellglhln for thll honoflt to romoln In It I groop modlclIl In/lurance phn upan poymont hy the rotlrod omplayoo of. tho cost of such covoroll., 13, Rllk Innnngoment t'he Dlatrlet Ie ellposod to vnrloun dll,. or loS1 roloted ta torts; thoft of, rlnlPngo to, end dO/ltructloll of /llsotS; orrors on" oml.olono; Injudol to employeoo; nnd noturlll dl/laotorl, Tho Illltrlct 1II11lntoln. cOlnlnorcllll Inllll"lInCe cavornge cave ring ooch of thoeo risks af 10el, Hllllngomont bollovol such covorllge Is sufflclent to predudo ony olgnlflcont unlnlurnd 101/100 to tho Illlttlct, Sottled elnllDl heve nat ellceodod thIs cOlllloorcllll covoroge In IIny af tho put three flscol yenn, For purpoeos of 5tnte unemployment eamponslltlon lows, tho Illstrlct hllo aloct." not ta be covored hy the l'ennsylvonln UnOlnplayment Compons"tlon Fun", ^,.y unemployment clolm/l oro p"I" hy the PI/ltrlct on a quartorly hO/ll/l os lnellrrod, The Dlltl"lct II n member of II group of School DI/ltrlcto wha havn jalnod togother to IOU .Inlur.. their worken' eomponsnt lOll ellpolure, Tho DIu trlct pnys onnuol cantrlbutlone ta the graup blleed on a forloulo utHldng tho DistrIct's own dollo ellperlenee and ennunl payrall, Clolms In ollco.e of the Illstrlct'. r.tontlon ellpotlenee are paid by a Contrlll Fund withIn the group and, If nocounry, by on lnauranee eampllny ellrrylng ollcess llablllty cave raga , II.. Conudtments nnd oontlngoncles The collectIve bargaining ogreernont betwoon tho Dlltrlct IInd the toochlng stoff ellplres on Auguet 31, 2000. Tho Cener"l Fund balnnco ehoot dool nat rofloct matorlols nnd 8uppUee I"ocolv.... but nat pllld for prior ta June 30, 1996 whIch lire hudgotod far the yellr 1996.97, " 20 . , ~ -;. ':tr ?~ : '" ~ <- , ", ri ~ I"l, .. . ~ , ~ [." ..; . ., I.", ) ~ " l .. I ~ <'. " ':t CLrl' , Ij ~ Q! r-- to '~ ~ I' , ' l.. u\ ..J