ELBERT COUNTY LIBRARY
ELBERTON, GEORGIA REPORT ON AUDIT
OF THE FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDED JUNE 30, 2004
STATE OF GEORGIA
DEPARTMENT OF AUDITS AND ACCOUNTS
Russell W. Hinton State Auditor
ELBERT COUNTY LIBRARY - TABLE OF CONTENTS -
SECTION I
FINANCIAL
INDEPENDENT AUDITOR'S COMBINED REPORT ON BASIC FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION
EXHIBITS
BASIC FINANCIAL STATEMENTS
DISTRICT-WIDE FINANCIAL STATEMENTS
A
STATEMENT OF NET ASSETS
3
B
STATEMENT OF ACTIVITIES
4
FUND FINANCIAL STATEMENTS
C
BALANCE SHEET
GOVERNMENTAL FUND
5
D
RECONCILIATION OF THE GOVERNMENTAL FUND BALANCE SHEET
TO THE STATEMENT OF NET ASSETS
6
E
STATEMENT OF REVENUES, EXPENDITURES AND CHANGES
IN FUND BALANCE
GOVERNMENTAL FUND
7
F
RECONCILIATION OF THE GOVERNMENTAL FUND STATEMENT
OF REVENUES, EXPENDITURES AND CHANGES IN FUND
BALANCE TO THE STATEMENT OF ACTIVITIES
8
G
NOTES TO THE BASIC FINANCIAL STATEMENTS
9
SCHEDULES
REQUIRED SUPPLEMENTARY INFORMATION
SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES
IN FUND BALANCE - BUDGET AND ACTUAL
GENERAL FUND
17
SUPPLEMENTARY INFORMATION
SCHEDULES OF REVENUE
2
STATE
18
3
LOCAL
19
4 SCHEDULE OF SALARIES AND TRAVEL
21
ELBERT COUNTY LIBRARY - TABLE OF CONTENTS -
SECTION II FINDINGS AND QUESTIONED COSTS SCHEDULE OF FINDINGS AND QUESTIONED COSTS
SECTION III MANAGEMENT'S RESPONSES SCHEDULE OF MANAGEMENT'S RESPONSES
SECTION I FINANCIAL
Russell W. Hinton
STATE AUDITOR
(404) 656-2174
DEPARTMENT OF AUDITS AND ACCOUNTS
270 Washington Street, S.W., Suite 1-156 Atlanta, Georgia 30334-8400
November 23, 2005
Honorable Sonny Perdue, Governor Members of the General Assembly Members of the Board of Regents of the University System of Georgia
and Director and Members of the Elbert County Library Board
INDEPENDENT AUDITOR'S COMBINED REPORT ON BASIC FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION
Ladies and Gentlemen:
We have audited the accompanying financial statements ofthe governmental activities and the major fund (Exhibits A through G) ofthe Elbert County Library as ofand for the year ended June 30, 2004, which collectively comprise the Library's basic financial statements as listed in the table ofcontents. These financial statements are the responsibility of the Elbert County Library's management. Our responsibility is to express opinions on these financial statements based on our audit.
We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions.
In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities and the major fund ofthe Elbert County Library, as ofJune 30, 2004, and the respective changes in financial position thereoffor the year then ended in conformity with accounting principles generally accepted in the United States ofAmerica.
The Elbert County Library has not presented Management's Discussion and Analysis that accounting principles generally accepted in the United States has determined is necessary to supplement, although not to be part of, the basic financial statements.
2004ARL-41
As described in Note 2, the Elbert County Library has implemented a new financial reporting model as required by provisions of Governmental Accounting Standards Board Statement No. 34, Basic Financial Statements - and Management's Discussion and Analysis - for State and Local Governments, as of June 30, 2004.
The Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual, as presented on page 17 is not a required part of the basic financial statements but is supplementary information required by the accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods ofmeasurement and presentation ofthe required supplementary information. However, we did not audit the information and express no opinion on it.
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Elbert County Library's basic financial statements. The accompanying supplementary information which consist of Schedules 2 through 4, are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit ofthe basic financial statements, and in our opinion, is fairly stated in all material respects in relation to the basic financial statements taken as a whole.
A copy ofthis report has been filed as a permanent record in the office ofthe State Auditor and made available to the press ofthe State, as provided for by Official Code ofGeorgia Annotated section 506-24.
'=R~,Respectfully submitted, Q9. ~-~:l;._
Russell W. Hinton State Auditor
RWH:as 2004ARL-41
ELBERT COUNTY LIBRARY
ELBERT COUNTY LIBRARY STATEMENT OF NET ASSETS
JUNE 30. 2004
ASSETS Cash and Cash Equivalents Investments Capital Assets
Equipment Library Collections Less: Accumulated Depreciation
Total Assets
NET ASSETS Invested in Capital Assets, Net of Related Debt Unrestricted
Total Net Assets
EXHIBIT"A"
GOVERNMENTAL ACTIVITIES
$
83,287
17,295
24,040 322,056 -214 315
$ ====2=3=2=,3=63===
$
131,781
100 582
$ ====2=3=2,=36=3=
The notes to the basic financial statements are an integral part of this statement. -3-
ELBERT COUNTY LIBRARY STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30. 2004
EXHIBIT"B"
EXPENSES
PROGRAM REVENUES
OPERATING
CHARGES FOR
GRANTS AND
SERVICES
CONTRIBUTIONS
NET (EXPENSES) REVENUES
AND CHANGES IN NET ASSETS
GOVERNMENTAL ACTIVITIES
Current Services Public Services Technical Services Support Services Maintenance and Operations Information Technology
Total Governmental Activities
$
36,770 $
48.692
114,334
22,803
3 193
225,792 $
3,577 $
3 577 $
$
96,135 9,945
-33, 193 -48,692 -18, 199 -12,858
-3 193
106 080 $ _ _ _ _-1_1~6,c.._1_35_
General Revenues Allotments from Participating Governments Investment Earnings Miscellaneous
$
102,163
653
5 984
Total General Revenues
$ _ _ _ _1'--'0'-"8~8'--'0'-"0-
Change in Net Assets
$
-7,335
Net Assets - Beginning of Year (Restated)
239 698
Net Assets - End of Year
$ ======2=32=36=3=
The notes to the basic financial statements are an integral part of this statement. -4 -
ELBERT COUNTY LIBRARY BALANCE SHEET
GOVERNMENTAL FUND JUNE 30. 2004
ASSETS Cash and Cash Equivalents Investments
Total Assets
FUND BALANCES Unreserved
Designated for Bookmobile Replacement Undesignated Reported in:
General Fund
Total Fund Balances
EXHIBIT"C"
GENERAL FUND
$
83,287
17 295
$ ===1=00='=58=2=
$
17,295
83287
$ ==1=0=0=,5=82=
The notes to the basic financial statements are an integral part of this statement. -5-
ELBERT COUNTY LIBRARY RECONCILIATION OF THE GOVERNMENTAL FUND BALANCE SHEET
TO THE STATEMENT OF NET ASSETS JUNE 30. 2004
EXHIBIT"D"
Total Fund Balance - Governmental Fund (Exhibit "C")
$
Amounts reported for Governmental Activities in the Statement of Net Assets are different because:
Capital Assets used in Governmental Activities are not financial resources and therefore are not reported in the funds. These assets consist of:
Equipment Library Collections Accumulated Depreciation
Total Capital Assets
$ 24,040 322,056 -214,315
100,582 131,781
Net Assets of Governmental Activities (Exhibit "A")
$ ===2=3=2=,3=63=
The notes to the basic financial statements are an integral part of this statement. -6 -
ELBERT COUNTY LIBRARY
EXHIBIT "E"
STATEMENT OF REVENUES. EXPENDITURES AND CHANGES IN FUND BALANCE
GOVERNMENTAL FUND
YEAR ENDED JUNE 30, 2004
REVENUES
Local Funds State Funds Charges for Services Investment Earnings Miscellaneous
Total Revenues
EXPENDITURES
Current Public Services Technical Services Support Services Maintenance and Operations Information Technology
Total Expenditures
Net Change in Fund Balance
Fund Balance - Beginning
Fund Balance - Ending
GENERAL FUND
$
102,163
106,080
3,577
653
5,984
$
218,457
$
25,122
48,692
114,334
22,803
3,193
$
214 144
$
4,313
96 269
$ ==1=0=0,=58=2=
The notes to the basic financial statements are an integral part of this statement. -7-
ELBERT COUNTY LIBRARY RECONCILIATION OF THE GOVERNMENTAL FUND STATEMENT OF
REVENUES. EXPENDITURES AND CHANGES IN FUND BALANCE TO THE STATEMENT OF ACTIVITIES JUNE 30. 2004
EXHIBIT"F"
Total Net Change in Fund Balance - Governmental Fund (Exhibit "E")
Amounts reported for Governmental Activities in the Statement of Activities are different because:
Capital Outlays are reported as expenditures in Governmental Funds. However, in the Statement of Activities, the cost of Capital Assets is allocated over their estimated useful lives as depreciation expense. In the current period, these amounts are:
Capital Outlay
$
Depreciation Expense
Excess of Depreciation Expense over Capital Outlay
$
14,828 -26,476
4,313 -11,648
Change in Net Assets of Governmental Activities (Exhibit "B")
$ ===-=7=,3=35=
The notes to the basic financial statements are an integral part of this statement. -8-
ELBERT COUNTY LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2004
EXHIBIT "G"
Note 1: DESCRIPTION OF LIBRARY AND REPORTING ENTITY
REPORTING ENTITY
The Elbert County Library (Library) operates pursuant to Official Code of Georgia Annotated Sections 20-5-40 through 20-5-59 to provide public library services with costs shared by participating local governmental agencies and grants from the State of Georgia.
The Library Board consists ofseven members; three members appointed by Elbert County Board of Commissioners and four members appointed by the Elberton City Council. The Library Board is without authority to determine the amount of its funding, except by submission ofbudget requests to local governmental units from which the Library receives support and to the State of Georgia for State and Federal flow through funding. Membership in the Library and participation in library services is at the discretion of each participating governmental agency. The Library Board has the power to designate management, the power to retain unreserved fund balances of local and other funds for continued operations and is the lowest level of oversight responsibility for the Library's operations.
While the Elberton City Council appoints a majority of the Elbert County Library's Board, the City Council is neither able to impose its will upon the Library nor is there a financial benefit/burden relationship between the two boards as defined by Governmental Accounting Standards Board. The Elbert County Library is therefore considered to be a related organization of the City of Elberton, Georgia.
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
BASIS OF PRESENTATION
The Library's basic financial statements are collectively comprised of the Library-wide financial statements, fund financial statements and notes to the basic financial statements ofthe Elbert County Library.
Library-wide Statements: The Statement ofNet Assets and the Statement ofActivities display information about the financial activities of the overall Library. Eliminations have been made to minimize the double counting of internal activities. Governmental activities generally are financed through intergovernmental revenues and other nonexchange transactions.
The Statement of Activities presents a comparison between direct expenses and program revenues for each function of the Library's governmental activities.
Direct expenses are those that are specifically associated with a program or function and, therefore, are clearly identifiable to a particular function. Indirect expenses (expenses of the Library related to the administration and support of the Library's programs, such as office and maintenance personnel and accounting) are not allocated to programs.
-9-
ELBERT COUNTY LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2004
EXHIBIT "G"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
Program revenues include (a) charges paid by the recipients of goods or services offered by the programs and (b) grants and contributions that are restricted to meeting the operational or capital requirements of a particular program. Revenues that are not classified as program revenues are presented as general revenues.
Fund Financial Statements: The fund financial statements provide information about the Library's funds. Eliminations have been made to minimize the double counting of internal activities. The emphasis of fund financial statements is on major governmental funds.
The Library reports the following major governmental fund:
General Fund is the Library's primary operating fund. It accounts for all financial resources of the Library.
BASIS OF ACCOUNTING
The basis ofaccounting determines when transactions are reported on the financial statements. The Library-wide governmental financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded at the time liabilities are incurred, regardless of when the related cash flows take place. Nonexchange transactions, in which the Library gives (or receives) value without directly receiving (or giving) equal value in exchange, include grants. Revenue from grants is recognized in the fiscal year in which all eligibility requirements have been satisfied.
The Library uses funds to report on its financial position and the results of its operations. Fund accounting is designed to demonstrate legal compliance and to aid financial management by segregating transactions related to certain governmental functions or activities. A fund is a separate accounting entity with a self-balancing set of accounts.
Governmental funds are reported using the current financial resources measurement focus and the modified accrual basis ofaccounting. Under this method, revenues are recognized when measurable and available. The Library considers all revenues reported in the governmental funds to be available if they are collected within sixty days after year-end. Interest is considered to be susceptible to accrual. Expenditures are recorded when the related fund liability is incurred. Capital asset acquisitions are reported as expenditures in governmental funds.
The Library funds certain programs by a combination of specific cost-reimbursement grants, categorical grants, and general revenues. Thus, when program costs are incurred, there are both restricted and unrestricted net assets available to finance the program. It is the Library's policy to first apply grant resources to such programs, followed by cost-reimbursement grants, then general revenues.
- 10 -
ELBERT COUNTY LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2004
EXHIBIT"G"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
CHANGES IN ACCOUNTING PRINCIPLES
The Elbert County Library has implemented a new financial reporting model as required by provisions of Governmental Accounting Standards Board Statement No. 34, Basic Financial Statements - and Management's Discussion and Analysis -for State and Local Governments, as of June 30, 2004.
The provisions of GASB Statement No. 34 require the inclusion of a Statement ofNet Assets. The elements comprising Net Assets - Beginning include the following:
Governmental Fund July 1, 2003 Capital Assets
Balance July 1, 2003 Adjustments to Prior Year Balance Accumulated Depreciation
$
96,269
$ 106,581 227,722
334,303 -190,874
Net Assets Beginning (See Exhibit "B")
$ 239f698
CASH AND CASH EQUIVALENTS
COMPOSITION OF DEPOSITS Cash and cash equivalents consist ofcash on hand, demand deposits and short-term investments with original maturities of three months or less from the date of acquisition in authorized financial institutions. Georgia Laws OCGA 45-8-14 authorize the Library to deposit its funds in one or more solvent banks or insured Federal savings and loan associations.
INVESTMENTS
COMPOSITION OF INVESTMENTS Investments made by the Library in nonparticipating interest-earning contracts (such as certificates of deposit) and repurchase agreements are reported at cost. Participating interest-earning contracts and money market investments with a maturity at purchase of one year or less are reported at amortized cost. Both participating interest-earning contracts and money market investments with a maturity at purchase greater than one year are reported at fair value. The Official Code of Georgia Annotated Section 36-83-4 authorizes the Library to invest its funds. In selecting among options for investment or among institutional bids for deposits, the highest rate of return shall be the objective, given equivalent conditions of safety and liquidity. Funds may be invested in the following:
(1) Obligations issued by the State of Georgia or by other states,
(2) Obligations issued by the United States government,
- 11 -
ELBERT COUNTY LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2004
EXHIBIT"G"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
(3) Obligations fully insured or guaranteed by the United States government or a United States government agency,
(4) Obligations of any corporation of the United States government,
(5) Prime banker's acceptances,
(6) The Local Government Investment Pool administered by the State of Georgia, Office of Treasury and Fiscal Services,
(7) Repurchase agreements, and
(8) Obligations of other political subdivisions of the State of Georgia.
CAPITAL ASSETS
Capital assets purchased, including capital outlay costs, are recorded as expenditures in the fund financial statements at the time ofpurchase. On the Library-wide financial statements, all purchased capital assets are valued at cost where historical records are available and at estimated historical cost based on appraisals or deflated current replacement cost where no historical records exist. Donated capital assets are recorded at estimated fair market value on the date donated. Disposals are deleted at depreciated recorded cost. The cost of normal maintenance and repairs that do not add to the value of assets or materially extend the useful lives ofthe assets is not capitalized. Depreciation is computed using the straight-line method.
Capitalization thresholds and estimated useful lives of capital assets reported in the Library-wide statements are as follows:
Capitalization Policy
Estimated Useful Life
Equipment Library Collections
$
5,000
10 years
$
5,000
10 years
Depreciation is used to allocate the actual or estimated historical cost of all capital assets over estimated useful lives.
Note 3: DEPOSITS
COLLATERALIZATION OF DEPOSITS Official Code of Georgia Annotated (OCGA) Section 45-8-12 provides that there shall not be on deposit at any time in any depository for a time longer than ten days a sum ofmoney which has not been secured by surety bond, by guarantee ofinsurance, or by collateral. The aggregate ofthe face
- 12 -
ELBERT COUNTY LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2004
EXHIBIT"G"
Note 3: DEPOSITS
value of such surety bond and the market value of securities pledged shall be equal to not less than 110 percent ofthe public funds being secured after the deduction ofthe amount ofdeposit insurance. If a depository elects the pooled method (OCGA 45-8-13 .1) the aggregate ofthe market value ofthe securities pledged to secure a pool ofpublic funds shall be not less than 110 percent ofthe daily pool balance. OCGA Section 45-8-11 (b) provides an officer holding public funds may, in his discretion, waive the requirement for security in the case ofoperating funds placed in demand deposit checking accounts.
Acceptable security for deposits consists of any one of or any combination of the following:
(1) Surety bond signed by a surety company duly qualified and authorized to transact business within the State of Georgia,
(2) Insurance on accounts provided by the Federal Deposit Insurance Corporation,
(3) Bonds, bills, notes, certificates of indebtedness or other direct obligations of the United States or ofthe State of Georgia,
(4) Bonds, bills, notes, certificates of indebtedness or other obligations of the counties or municipalities of the State of Georgia,
(5) Bonds of any public authority created by the laws of the State of Georgia, providing that the statute that created the authority authorized the use of the bonds for this purpose,
(6) Industrial revenue bonds and bonds of development authorities created by the laws of the State of Georgia, and
(7) Bonds, bills, notes, certificates of indebtedness, or other obligations of a subsidiary corporation of the United States government, which are fully guaranteed by the United States government both as to principal and interest or debt obligations issued by the Federal Land Bank, the Federal Home Loan Bank, the Federal Intermediate Credit Bank, the Central Bank for Cooperatives, the Farm Credit Banks, the Federal Home Loan Mortgage Association, and the Federal National Mortgage Association.
At June 30, 2004, the bank balances were $119,116. The amounts of the total bank balances are classified into three categories of credit risk:
Category 1 - Cash that is insured (e.g., Federal depository insurance) or collateralized with securities held by the Library or by the Library's agent in the Library's name.
Category 2 - Cash collateralized with securities held by the pledging financial institution's trust department or agent in the Library's name.
Category 3 - Uncollateralized deposits. (This includes any bank balance that is collateralized with securities held by the pledging financial institution, or by its trust department or agent but not in the Library's name.)
- 13 -
ELBERT COUNTY LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2004
EXHIBIT"G"
Note 3: DEPOSITS
The Library's deposits are classified by risk category at June 30, 2004, as follows:
Risk Category
Bank Balance
1
$ 117,571
2
0
3
1 545
Total
Note 4: CAPITAL ASSETS
The following is a summary of changes in the Capital Assets during the fiscal year:
Governmental Activities Capital Assets Being Depreciated
Equipment Library Collections
Less Accumulated Depreciation for: Equipment Library Collections
Governmental Activity Capital Assets - Net
Balances July 1, 2003 (Restated)
Increases
Balances Decreases June 30, 2004
$
24,040
310,263 $
14,828 $
7,112 183,762
1,202 25,274
$
143,429 $
-11,648 $
$ 3,035
24,040 322,056
3,035 0 $
8,314 206,001
131,781
Capital assets being acquired under capital leases as of June 30, 2004, are as follows:
Governmental Fund
Equipment
$.==~26~,4~7~6
Note 5: RISK MANAGEMENT
The Library is exposed to various risks ofloss related to torts; theft of, damage to, and destruction of assets; errors or omissions; job related illness or injuries to employees; acts of God and unemployment compensation.
The Library has obtained commercial insurance for risk ofloss associated with torts, assets, errors or omissions and job related illness or injuries to employees. The Library has neither significantly reduced coverage for these risks nor incurred losses (settlements) which exceeded the Library's insurance coverage in any of the past three years.
- 14 -
ELBERT COUNTY LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2004
EXHIBIT"G"
Note 5: RISK MANAGEMENT
The Library has elected to self-insure for all losses related to acts of God. The Library has not experienced any losses related to this risk in the past three years.
The Library is self-insured with regard to unemployment compensation claims. The Library accounts for claims within the General Fund with expenses/expenditures and liability being reported when it is probable that a loss has occurred, and the amount ofthat loss can be reasonably estimated. The Library has not experienced any unemployment compensation claims during the last two years.
The Library has purchased surety bonds to provide additional insurance coverage as follows:
Position Covered
Amount
Director Assistant Director Treasurer
$ 100,000 $ 100,000 $ 100,000
Note 6: RETIREMENT PLANS
TEACHERS RETIREMENT SYSTEM OF GEORGIA (TRS)
TRS PLAN DESCRIPTION Substantially all librarians and clerical personnel employed by regional and county libraries are covered by the Teachers Retirement System of Georgia (TRS), which is a cost-sharing multiple employer defined benefit pension plan. TRS provides service retirement, disability retirement and survivors benefits for its members in accordance with State statute. The Teachers Retirement System of Georgia issues a separate stand alone financial audit report and a copy can be obtained from the Georgia Department of Audits and Accounts.
TRS CONTRIBUTIONS REQUIRED AND MADE Employees ofthe Library who are covered by TRS are required by State statute to contribute 5% of their gross earnings to TRS. The Library makes monthly employer contributions to TRS at rates adopted by the TRS Board of Trustees in accordance with State statute and as advised by their independent actuary. The required employer contribution rate is 9.24% and employer contributions for the current fiscal year and the preceding two fiscal years are as follows:
Fiscal Year
Percentage Contributed
Required Contribution
2004 2003 2002
100% 100% 100%
$
9,614
$
12,916
$
13,985
- 15 -
ELBERT COUNTY LIBRARY GENERAL FUND
SCHEDULE OF REVENUES. EXPENDITURES AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL
YEAR ENDED JUNE 30. 2004
SCHEDULE "1"
REVENUES
Local Funds State Funds Federal Funds Charges for Services Investment Earnings Miscellaneous
Total Revenues
EXPENDITURES
Current Public Services Technical Services Support Services Maintenance and Operations Information Technology
Total Expenditures
Net Change in Fund Balance
Fund Balance - Beginning
NONAPPROPRIATED BUDGETS
ORIGINAL
FINAL
ACTUAL AMOUNTS
$
102,163 $
102,163 $
102,163
165,313
165,313
106,080
550
550
0
3,500
3,500
3,577
653
653
653
5 547
5 547
5 984
$
277 726 $
277 726 $
218 457
$
42,982 $
42,982 $
25,122
29,457
29,457
48,692
182,789
182,789
114,334
20,198
20,198
22,803
2 300
2 300
3 193
$
277 726 $
277 726 $
214 144
$
0 $
0 $
4,313
0
0
96 269
Fund Balance - Ending
$======0 $======0=$====10=0=5=8=2=
Notes to the Schedule of Revenues. Expenditures and Changes in Fund Balances Budget and Actual
The accompanying schedule of revenues, expenditures and changes in fund balances budget and actual is presented on the modified accrual basis of accounting which is the basis of accounting used in the presentation of the fund financial statements.
See notes to the basic financial statements.
- 17 -
ELBERT COUNTY LIBRARY SCHEDULE OF STATE REVENUE
YEAR ENDED JUNE 30, 2004
AGENCY/FUNDING GRANTS Board of Regents of the University System of Georgia Office of Public Library Services Salaries Library Materials Maintenance and Operations
SCHEDULE "2"
GOVERNMENTAL FUND TYPE GENERAL FUND
$
88,637
7,498
9,945
$
106,080
See notes to the basic financial statements.
- 18 -
ELBERT COUNTY LIBRARY SCHEDULE OF LOCAL REVENUE
YEAR ENDED JUNE 30, 2004
LOCAL SOURCES City Government Elberton County Government Board of Commissioners Elbert
SCHEDULE "3"
GOVERNMENTAL FUND TYPE GENERAL FUND
$
50,000
52,163
$ ====10=2='1=6=3
See notes to the basic financial statements.
-19-
ELBERT COUNTY LIBRARY SCHEDULE OF SALARIES AND TRAVEL
YEAR ENDED JUNE 30. 2004
SCHEDULE "4"
NAME
Bailey, Fleming, Grace, Johnson, Hill, Matthews, Maxwell, Thornton, Umble,
Camilla Autumn Anne L. Peggy Britney Nicole Nancy Sara Valencia Chantale
Totals per Report
TITLE CATEGORY
Secretary Library Aide Assistant Director/Bookkeeper Director Library Aide Bookmobile Driver Technical Service Public Service/Shelver Library Aide
SALARIES
TRAVEL
$
18,531
870
12,792 $
58
64,809
770
3,222
9,927
246
5,070
480
$
115 947 $ ====8=2~8
See notes to the basic financial statements.
- 21 -
SECTION II FINDINGS AND QUESTIONED COSTS
ELBERT COUNTY LIBRARY SCHEDULE OF FINDINGS AND QUESTIONED COSTS
YEAR ENDED JUNE 30, 2004
CASH AND CASH EQUIVALENTS Inadequate Accounting Procedures Finding Control Number: 6522-04-01
During the year under review the Elbert County Library's accounting procedures were insufficient for adequate internal control over the bank reconciliation process. The following deficiencies were noted:
(1) The monthly bank statements for the general operating account were not reconciled to the general ledger.
(2) There was no written evidence of administrative review to determine that bank reconciliations were correct and that the required adjustments had been made.
Internal controls should be established to ensure that monthly bank statements are reconciled with the accounting records, an administrative review ofthe reconciliation is performed and that needed adjustments are recorded on a timely basis.
SECTION III MANAGEMENT'S RESPONSES
ELBERT COUNTY LIBRARY SCHEDULE OF MANAGEMENT'S RESPONSES
YEAR ENDED JUNE 30, 2004
Finding Control Number: 6522-04-01
We concur with this finding. The Board hired an Assistant Director/Bookkeeper as ofMarch 2004, to take over the bookkeeping function and, as part of this job, to reconcile bank statements both in fundware and to the general ledger. These will be reviewed, approved, signed and dated by the Director.
Contact Person: Anne Grace, Assistant Director/Bookkeeper Phone: (706) 283-5375 Fax Number: (706) 283-5456 E-mail Address: agrace@elbert.kl2.ga.us