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Report No. 05947, Anti-Mosquito District 5947 STATE OF FLORIDA STATE AUDITING DEPARTMENT h At- x by 1 '47-4111 nif OOD EVE 10 • _•%•:• MONROE COUNTY MONROE COUNTY ANTI-MOSQUITO DISTRICT As of September 30, 1963 5947 STATE OF FLORIDA STATE AUDITING DEPARTMENT Report on Audit of the Accounts of MONROE COUNTY MONROE COUNTY ANTI-MOSQUITO DISTRICT As of September 30, 1963 Dated: June 30, 1964 By: C. W. Lutz, Auditor �y STATE or FLORIDA c n. a , STATE AUDITING DEPARTMENT ERNEST ELLISON.C.P A. Tallahassee, Florida ,r.T, .Uaron June 30, 1964 Honorable FCVIAL6 Bryant, Govennot and the Apptoprtia.tLons and Auditing Comnittee of the Legi.alative Council Sirs: Pursuant to law, I have directed that an audit be made of the accounts and records of THE BOARD OF COMMISSIONERS MONROE COUNTY ANTI-MOSQUITO DISTRICT STOCK ISLAND, FLORIDA Fot the 6iecal yeate ended Septembea 30, 1962, and September 30, 1963, and present this report thereon. PERSONNEL The personnel of the Board was as follows: Board Members Leonard Mike Wannen, Chairman Albert W. Moetler, Vice-Chairman Clyde C. Jordon to 5-16-63 Ralph Chni.6tensen Gram 8-12-63 Director William W. Women to 12-16-62 (Deceased) A. Nelson Davis 6rom 2-18-63 1. ORGANIZATION The Monroe County Anti-Mosquito District was organized under the provisions of Chapter 26042, Special Acts of 1949, as amended by Chapter 29295, Special Acts of 1953, Chapters 31009 and 31013, Special Acts of 1955, Chapter 57-1591, Special Acts of 1957, and Chapter 59-1584, Special Acts of 1959, and by Chapter 63-1639, Special Acts of 1963. GENERAL STATEMENT The financial condition needed improvement. Finances were fairly well managed. Expenditures were not held within budget appropriations. Records in use were fairly well kept. Detailed comments are made under appropriate headings. FINANCIAL CONDITION Cash balances carried forward at the end of the fiscal year were not sufficient to pay operating expenses until funds from current sources were available. A short-term bank loan of $15,000 was outstanding at September 30, 1963. A summary of the Board's financial condition at the end of the last three fiscal years is shown below: 9-30-61 9-30-62 9-30-63 Local Funds Cash Balance $ 495.34 S 1,559.04 $ 1,629.22 Overremitted Payroll Deductions Receivable 15.08 15.08 15.08 Total $ 510.42 $ 1,574.12 $ 1,644.30 Less, Payroll Deductions Payable $1,194.55 $ 1,574.12 $ 1,604.30 Vouchers Payable 15,127.04 Loans Payable 15,000.00 Total $1,194.55 $ 16,701.16 $ 16,604.30 De6Leieney $ -684. 13 $-15, 127.04 $-14,960.00 State 1 Funds Cash Balances $9,266.40 $ 850.00 $ - - State 2 Funds Cash Balances $4,273.20 $ 2,742.85 $ 6,205.71 Overremitted Payroll Deductions Receivable 15.08 26.39 26.39 Total $4,288.26 $ 2,769.24 $ 6,232.10 Less, Payroll Deductions Payable 623.60 323.35 347.77 Net Amount Available $3,664.68 $ 2,445.89 $ 5,884.33 2 The final payment of $8,500 on a lease-purchase contract for a ditching machine was made on March 21, 1962, and title passed to the Board. The Board borrowed $30,000 on October 10, 1962, at 6% interest, of which $15,000 was repaid on February 13, 1963, and the remainder repaid on June 13, 1963. An additional $15,000 was borrowed at 6% interest on June 13, 1963. This amount was outstanding at September 30, 1963. FINANCIAL MANAGEMENT Management of finances was fair. Expenditures were not held within available resources. Purchases of supplies and equipment were made by competitive bids when required by law. State 1, State 2, and local funds were kept in separate depository accounts in accordance with State Board of Health Regulations. Insurance coverage included automobile liability, fire and extended coverage on buildings and contents, property floater on tractor, workmen's compensation, forgery, and check alteration. Employees were not bonded. Receipts, expenditures, and budgets are shown on exhibit A. Expendi- tures of State 1 funds in 1961-62 and local funds in 1961-62 and 1962-63 exceeded total budget appropriations. Budget appropriation items were overspent in each of the fiscal years in the audit period. Amounts due from former employees for overrremittances of payroll deductions totaling $30.16 ($15.08 due State 2 funds and $15.08 due local funds) , as shown in prior audit report No. 5467, had not been adjusted. An additional overremittance in 1961-62 increased the total amount due to $41.47. Details of the amounts due are shown below: Jose Torano $15.08 James McKinney 15.0E Robert Woods 11.31 Total $41.47 TAXES Millages and taxes levied on the general tax rolls for the years in the audit period are shown in the following tabulation: Year Mills Amount 1961 1.5 6105,884.00 1962 1.5 112,596.15 3 COMPENSATION OF BOARD MEMBERS Compensation of board members, as governed by Chapter 57-1591, Special Acts of 1957, provided for a salary of $25 per month. Small overpayments to two board members were refunded after the close of the audit period when they were called to the members' attention. STATE AID FUNDS State 1 funds allocated under Section 388.261(1) , Florida Statutes, are on a dollar matching basis with local funds not to exceed $15,000 annually. State 1 funds were underremitted by the State in the amount of $75.50 at September 30, 1963. This amount will be adjusted in the future allocation of State aid funds. State 2 funds allocated under Section 388.261(2), Florida Statutes, are for permanent control measures undertaken with the approval of the State Board of Health. The State 2 funds showed an overallocation by the State of $218.70. This amount will be adjusted in the future allocation of State aid funds. The State Board of Health has verified that State 2 funds were expended in accordance with approved plans for permanent mosquito control. RECORDS Records of cash receipts and disbursements were kept, but they were not on the forms prescribed by the State Board of Health. A depository record was not kept. Property records were kept in accordance with Chapter 274, Florida Statutes, and Rules of the State Auditor. Minutes of the Board's meetings were current and appeared to reflect all official actions. A permanent record book was used for minutes. RETIREMENT Retirement contributions of board members and permanent employees were properly deducted and remitted to the retirement system. 4 EXHIBIT The following exhibit is attached to and forms a part of this report: EXHIBIT - A Summary of Receipts and Expenditures. Respectfully submitted, )Signed) Enneot ECEioan, crate Aud.itoa Audit made by: )Signed) C. W. Lutz, Auditor. 5 EXHIBIT - A MONROE COUNTY ANTI -MOSQUITO DISTRICT SUMMARY OF RECEIPTS AND EXPENDITURES For the Fiscal Years Ended September 3o, z962 and 103 1g61 62 SOURCE OF RECEIPTS STATE 1 FUNDS Final Actual Over- Budget Receipts collected State Aid $15, 000. 00 $18, 723. 28 $-3,723.28 Taxes Sale of Equipment 1, 257. 00 2, 101. 00 -85a. 00 Other Receipts 5, 417. 34 5, 417. 34 Total Receipts $21, 668. 34 $26, 241. 62 $-4,573.28 Balances, October 1, 1961: Cash 9, 266. 40 9, 268. 40 Overremittance of Payroll Deductions Total Budgetary Receipts and Balances $30, 934. 74 $35, 508. 02 $-4 ,573.28 Vouchers Payable Payroll Deductions Payable Total $30, 934. 74 $35, 508. 02 EXPENDITURES S T A T E' I FUNDS Final Actual Ex- Overspent Budget pendltures Salaries $ $ $ Chemicals and Solvents 22, 434.74 26, 158. 02 3,723.28 Gas. Oil, Grease, and Repairs Tools, Supplies, and Materials Legal and Tax Fees Insurance Contract Work Incidentals Equipment 8, 500. 00 8, 500. 00 Payment of Accounts - Prior Years Total Budgetary Expenditures $30, 934. 74 $34, 658. 02 $-3,723.28 Balances and Reserves, September 30, 1962: Cash 850. 00 Reserve for Contingencies Overremittance of Payroll Deductions Total $30, 934. 74 . $35, 508. 02 EXHIBIT - A (Cont 'd. ) 6 EXHIBIT - A STATE 2 FUNDS LOCAL FUNDS Final Actual Undercollected Final Actual Undercollected Budget Receipts Overcollected Budget Receipts Overcollected $34, 100. 00 $32, 248. 23 $1.851. 77 $ $ $ 110, 000. 00 102, 647. 67 7, 352.33 $34, 100. 00 $32, 248. 23 $1, 851. 77 $110, 000. 00 $102,647. 67 $ 7, 352. 33 4, 273. 20 4. 273. 20 495. 34 495. 34 15. 08 -15.08 15. 08 -15.08 $38,373. 20 $36, 536. 51 $1, 836. 69 $110,495. 34 $103, 158. 09 7a337. 25 15, 127. 04 323. 35 1, 574. 12 $38 .373. 20 $36, 859. 86 $110, 495. 34 $119, 859. 25 STATE 2 FUNDS LOCAL FUNDS Final Actual Ex- Unexpended Final Actual Ex- Overseen£ Budget penditures Overspent Budget pendltures $19, 197. 80 $19, 197. 80 $ $ 48, 685. 75 $ 48,685. 75 $ 17, 288. 50 28, 179. 15 -10,890.65 11, 733. 42 11, 733. 42 8, 403. 95 11, 972. 14 -3,568. 16 1, 940. 06 1, 940. 06 112. 64 219. 48 -106.84 6, 924. 07 6, 965. 80 -41 .73 4, 296.82 4, 296.82 595. 74 595. 74 8, 690. 60 9, 210. 23 -519.63 4, 273. 20 4, 273. 20 7, 561. 21 7, 561. 21 608. 52 623. 60 -15. 08 1, 179. 47 1, 194. 55 -15. 08 $38, 348. 74 $34, 090. 62 $4, 258. 12 $103, 143. 01 $118, 285. 13 $-15, 142. 12 2, 742.85 1, 559. 04 24. 46 7, 352. 33 26. 39 15. 08 $38, 373. 20 $36, 859. 86 $110, 495. 34 $119, 859. 25 EXHIBIT - A Wont 'd. l 7 EXHIBIT - A MONROE COUNTY (Cent 'd. l ANTI -MOSQUITO DISTRICT SUMMARY OF RECEIPTS AND EXPENDITURES For the Fiscal Years Ended September go, 1862 and 1865 1962-63 SOURCE OF RECEIPTS STATE I FUNDS Final Actual Undercallected Budget Receipts Overcollected State Aid $15, 000. 00 $11, 332. 03 $3,667. 97 Taxes Equipment Rental 400. 00 -400. oa Other Receipts - Bank Loan County Appropriations 24. 40 -24.40 Total Receipts $15, 000. 00 $11, 756. 43 $3, 243. 57 Balances, October 1, 1962: Cash 850. 00 -85o.00 Overremittance of Payroll Deductions Total Budgetary Recetpts and Balances $15, 000. 00 $12,606. 43 $2, 393. 57 Payroll Deductions Payable Total $15, 000. 00 $12,606. 43 EXPENDITURES STATE 1 FUNDS Final Actual Ex- Unexpended Budget pendi tures Salaries $ $ $ Chemicals and Solvents 14, 710. 23 12, 316. 66 2, 393. 57 Gas, Oil, Grease, and Repairs Tools, Supplies, and Materials Legal and Tax Fees Insurance Contract Work Incidentals 289. 77 289. 77 Loan and Interest Payments (Interest) Equipment Payment of Accounts - Prior Years Total Budgetary Expenditures $15, 000. 00 $12, 606. 43 $2, 393. 57 Balances, September 30, 1983: Cash Overremittance of Payroll Deductions Total $15, 000. 00 $12,606. 43 EXHIBIT - A 8 EXHIBIT - A (Cont id. 1 STATE 2 FUNDS LOCAL FUNDS Final Actual Undercollected Final Actual Undercollected Budget Receipts Overcollected Budget Receipts Overcollected $28, 800. 00 $23. 054. 03 $ 5, 745. 97 $ $ $ 110, 000. 00 109, 327. 84 672. 16 14, 970. 00 15, 000. 00 -30.00 $28,800. 00 $23. 054. 03 $ 5, 745. 97 $124, 970. 00 $124, 327. 84 $ 642. 16 1, 200. 00 2, 742. 85 -1,542.85 1, 559. 04 -1 ,559. 54 26. 39 -26.39 15. 08 -15. 08 $30, 000. 00 $25, 823. 27 $ 4, 176. 73 $124, 970. 00 $125,901. 96 $ -931 . 96 347. 77 1,604. 30 $30, 000. 00 $26, 171. 04 $124, 970. 00 $127, 506. 26 STATE 2 FU N D S LOCAL FUNDS F 1 n al Actual Ex- Unexpended F1 nal Actual Ex- Unexpended Budget pendttures Overspent Budget pond'tures Overspent $21, 257. 42 $13, 274. 30 $ 7, 983. 12 $ 48, 803. 39 $ 48, 803. 39 $ 15, 231. 06 14, 558. 90 672. 16 7, 123. 00 4, 721. 71 2, 401. 29 11, 818. 01 11, 813. 01 514. 64 514. 64 11, 004. 85 11, 004. 85 8, 268. 49 8, 132. 99 135. 50 80. 50 218. 00 -135.50 5. 35 5. 35 8, 260. 63 8, 220.83 40. 00 900. 00 930. 00 -30. 00 1,614. 23 1,614. 23 4, 961. 39 4, 961. 39 323. 35 -323.35 15, 127. 04 16, 701. 16 -1 ,574. 12 $30, 000. 00 $19, 938. 94 $10, 061. 06 $124, 970. 00 $125, 861. 96 $ -891 .0 6, 205. 71 1, 629. 22 26. 39 15. 08 $30, 000. 00 $26, 171. 04 $124,970. 00 $127, 506. 26 EXHIBIT - A 9