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CANDLER COUNTY BOARD OF EDUCAnON -TABLEOFCONTENTS-
SECTION I
FINANCIAL
INDEPENDENT AUDITOR'S COMBINED REPORT ON GENERAL-PURPOSE FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATIONSCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
EXHffiITS
GENERAL-PURPOSE FINANCIAL STATEMENTS
COMBINED STATEMENTS - OVERVIEW
A
COMBINED BALANCE SHEET
ALL FUND TYPES AND ACCOUNT GROUP
2
B
COMBINED STATEMENT OF REVENUES, EXPENDITURES AND
CHANGES IN FUND BALANCES
ALL GOVERNMENTAL FUND TYPES
4
C
COMBINED STATEMENT OF REVENUES, EXPENDITIJRES AND
CHANGES IN FUND BALANCES - BUDGET AND ACTUAL
(NON-GAAP BASIS)
GENERAL AND SPECIAL REVENUE FUNDS
7
D NOTES TO THE GENERAL-PURPOSE FINANCIAL STATEMENTS
8
ADDITIONAL FINANCIAL INFORMATION
COMBINING STATEMENTS
SPECIAL REVENUE FUND
E
COMBINING BALANCE SHEET
18
F
COMBINING STATEMENT OF REVENUES, EXPENDITURES
AND CHANGES IN FUND BALANCES
20
CAPITAL PROJECTS FUND
G
COMBINING BALANCE SHEET
22
H
COMBINING STATEMENT OF REVENUES, EXPENDITURES
AND CHANGES IN FUND BALANCES
23
DEBT SERVICE FUND
I
COMBINING BALANCE SHEET
24
J
COMBINING STATEMENT OF REVENUES, EXPENDITURES
AND CHANGES IN FUND BALANCES
25
SCHEDULES
1 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
26
2 SCHEDULE OF STATE REVENUE
28
3 SCHEDULE OF APPROVED LOCAL OPTION SALES TAX PROJECTS
29
CANDLER COUNTY BOARD OF EDUCATION
-TABLE OF CONTENTS-
,- ... ,
SECTION I
FINANCIAL
ADDITIONAL FINANCIAL INFORMATION
SCHEDULES
ALLOTMENTS AND EXPENDITURES
GENERAL FUND - QUALITY BASIC EDUCATION PROGRAMS (QBE)
4
BY PROGRAM
30
5
BY SITE
31
SECTION II
COMPLIANCE AND INTERNAL CONTROL REPORTS
REPORT ON COMPLIANCE AND ON INTERNAL CONTROL OVER FINANCIAL REPORTING BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133
SECTIONffi AUDITEE'S RESPONSE TO PRIOR YEAR FINDINGS AND QUESTIONED COSTS SUMMARY SCHEDULE OF PRIOR YEAR FINDINGS AND QUESTIONED COSTS
SECTION IV FINDINGS AND QUESTIONED COSTS SCHEDULE OF FINDINGS AND QUESTIONED COSTS
SECTION I FINANCIAL
RUSSEI.I. W. HINTON
STATE AUDITOR
14(4) 6562174
DEPARTMENT OF AUDITS AND ACCOUNTS
254 Washmgton Street, S.W.. SUite 214 Atlanta. Georgia 30334-8400
April 14,2003
Honorable Sonny Perdue, Governor Members of the General Assembly Members of the State Board of Education
and Superintendent and Members of the Candler County Board of Education
INDEPENDENT AUDITOR'S COMBINED REPORT ON GENERAL-PURPOSE FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATIONSCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
Ladies and Gentlemen:
We have audited the accompanying general-purpose financial statements of the Candler County Board of Education, as of and for the year ended June 30, 2002, as listed in the table of contents. These general-purpose financial statements are the responsibility of the Candler County Board of Education's management. Our responsibility is to express an opinion on these general-purpose financial statements based on our audit.
We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free ofmaterial 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 opinion.
As described in the notes to the general-purpose financial statements, the Board of Education's financial statements have been prepared using certain accounting practices and policies which, in our opinion, vary in some respects from generally accepted accounting principles. These variances are described as follows:
2002ARL-13
* The general-purpose financial statements of the Board of Education did not contain a
General Fixed Assets Account Group to account for property and equipment owned by the Board of Education which should be included to conform to generally accepted accounting principles.
* School activity accounts maintained at the individual schools are not included in the
general-purpose financial statements. To conform to generally accepted accounting principles, these accounts should be included in the general-purpose financial statements.
* The Board of Education did not recognize as expenditures, in the year ended
June 30, 2002, a portion of salaries and the corresponding employer's cost of related benefits earned for contractual services completed prior to June 30, 2002. Also funds received, subsequent to June 30, 2002, from the Georgia Department of Education for the State's share of these unrecorded salaries and related benefits were not recorded as revenue in the year under review. Conversely, the similar expenditures and related revenues for contractual services completed prior to June 30, 2001, were improperly recorded in the year ended June 30, 2002. To conform to generally accepted accounting principles, revenues should be recorded when available and measurable and expenditures should be recorded when incurred, rather than when funds are received or disbursed.
The aggregate effects on the general-purpose financial statements of these variances or omissions have not been determined, but are believed to be material.
In our opinion, except for the effects on the general-purpose financial statements of the matters referred to in the preceding paragraph, the general-purpose financial statements referred to above present fairly, in all material respects, the financial position of the Candler County Board of Education as ofJune 30, 2002, and the results ofits operations for the year then ended, in conformity with accounting principles generally accepted in the United States of America.
In accordance with Government Auditing Standards, we have also issued our report dated April 14, 2003, on our consideration of the Candler County Board of Education's internal control over financial reporting and our tests of its compliance with certain provisions of laws, regulations, contracts and grants. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be read in conjunction with this report in considering the results of our audit.
Our audit was performed for the purpose of forming an opinion on the general-purpose financial statements of the Candler County Board of Education taken as a whole. The accompanying combining statements (Exhibits E through J) and the financial schedules (Schedules I through 5), which includes the Schedule of Expenditures of Federal Awards ~s required by U. S. Office of Management and Budget Circular A-I33, Audits of States, Local Governments, and Non-Profit Organizations, are presented for purposes of additional analysis and are not a required part of the -general-purpose financial statements. Such information has been s_ubjected to the auditing
2002ARL-13
procedures applied in the audit ofthe general-purpose financial statements and in our opinion, except for the effects ofthe matters referred to in the third paragraph, such information is fairly stated, in all material respects, in relation to the general-purpose 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.
Respectfully submitted,
~.
Rus ell W. Hinton St Auditor
RWH:gp 2002ARL-13
CANDLER COUNTY BOARD OF EDUCAnON
- - -----------------
CANDLER COUNTY BOARD OF EDUCATION COMBINED BALANCE SHEET
ALL FUND TYPES AND ACCOUNT GROUP JUNE 30, 2002
ASSETS Cash and Cash Equivalents Accounts Receivable Inventones
Food Donated Cornrnodmes Purchased Food
Amount Available In Debt Service Fund Amount to be Provided In Future Years
For Payment of Bond Debt
Total Assets
GENERAL FUND
GOVERNMENTAL FUND TYPES
SPECIAL
CAPITAL
REVENUE
PROJECTS
FUND
FUND
$
1,614,117.77 $
287,04975 $
5,755,68466
152,92653
94,96710
14,21379 6,76356
$
1,767,04430 $
402,994 20 $a.==5~,7~5=5,=68=4=6=6
LIABILITIES AND FUND EQUITY
LIABILITIES
Accounts Payable Salanes Payable Contracts Payable Retamaqes Payable Deferred Revenue General Obligation Bonds Payable
Total Liabilities
FUND EQUITY
Fund Balances Reserved For Bus Replacement Funds For Debt Service For Inventones Food Donated Commodities Purchased Food For Purposes of Bond Issue For State Capital Outlay Projects Unreserved Undeslgnated
Total Fund EqUity
$
196,56804 $
63,86803
171,62707
$
3,184 70
$
196,56804 $
238,67980 $
202,31010 22,52007
224,83017
$
14,21379
6,76356
$
$
1,570,476 26
$
1,570,47626 $
143,33705 164,31440 $
5,470,184 49 60,67000
000
5,530,85449
Total Liabilities and Fund EqUity
$
1,767,044 30 $
402,994 20 $==~=5=,7:5;5,~68=4=6=6
The notes to the general-purpose finanCIal statements are an Integral part of thiS statement -2-
EXHIBIT "A"
DEBT SERVICE
FUND
ACCOUNT GROUP GENERAL
LONG-TERM DEBT
TOTALS
(Memorandum Only)
JUNE 30, 2002
JUNE 30, 2001
$
497,62009
175,68872
$
8,154,47227 $
5,884,70431
423,582 as
380,939.56
$
673,308.81
10,826,691 19
14,21379 6,76356 673,30881
10,826,691 19
16,18498 3,63943
1,238,507 92
8,261,492 08
$
673,30881 $
11,500,000 00 $ 20,099,03197 $ 15,785,46828
$
260,43607 $
51,570.18
171,62707
131,15782
202,310.10
27,26871
22,52007
3,184 70
3,134.65
$
11,500,00000
11,500,000 00
9,500,00000
$
11,500,00000 $ 12,160,07801 $
9,713,13136
$
673,308.81
0.00
$
673,30881
$
10,82386
$
673,30881
1,238,507 92
14,21379 6,76356
5,470,184 49 60,67000
16,18498 3,63943
3,562,10867 60,67000
1,713,81331
1,180,40206
$
7,938,95396 $
6,072,336 92
$
673,30881 $
11,500,00000 $ 20,099,031.97 $ 15,785,46828
-3-
CANDLER COUNTY BOARD OF EDUCATION COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES
ALL GOVERNMENTAL FUND TYPES YEAR ENDED JUNE 30, 2002
REVENUES
State Funds Federal Funds Taxes Other Funds
Total Revenues
EXPENDITURES
Current Instruction Support Services Pupil Services Improvement of Instructional Services Educational Media Services General Administration School Administration BUSiness Administration Maintenance and Operation of Plant Student Transportatron Services Other Support Services Food Services Operation Community Service Operations
Capital Outlay Debt Service
Principal Interest Paying Agent Fees
Total Expenditures
Excess of Revenues over (under) ExpendItures
OTHER FINANCING SOURCES (USES)
Proceeds of General Obligation Bonds Par Value
Operating Transfers In Operating Transfers Out
Total Other Fmancmq Sources (Uses)
Excess of Revenues and Other Fmancmq Sources over (under) Expenditures and Other FinanCIng Uses
FUND BALANCE JULY 1
Food Inventory - Net Change In Penod Donated Commodities Purchased Food
GENERAL FUND
SPECIAL REVENUE
FUND
$ 8,827,69805 $
2,216,09842 135,14808
$ 11,178,944 55 $
533,65902 1,718,76948
225,04649
2,477,47499
$
7,028,226.15 $
1,223,75509
256,064 20 194,66376 277,96931 273,46779 930,19419 133,65811 812,43802 431,212.26
44,32669 15,83720 19,12421
191,46347 95,65529 6428 31,11580 7,297.57
6,16121 11,98912
978,14843
$ 10,417,18189 $
$
761,76266 $
2,545,650 26 -68,17527
$
$
-187,583.36
$
-187,58336 $
$
574,179.30 $
996,296 96
16,58336
16,58336
-51,591.91 214,75337
-1,971 19 3,12413
FUND BALANCE JUNE 30
$
11570,47626 $
The notes to the general-purpose flnancial statements are an Integral part of trns statement
-4-
164131440
EXHIBIT"B"
CAPITAL PROJECTS
FUND
DEBT SERVICE
FUND
TOTALS
(Memorandum Only)
YEAR ENDED
JUNE 30, 2002
JUNE 30, 2001
$ 9,361,35707 $ 9,066,681 45
1,718,769.48
1,375,979 12
.s
$ 121,085.30
995,98754 21,09085
3,212,08596 502,37072
3,112,79100 628,28654
$
121,08530 $
1,017,07839 $ 14,794,583.23 $ 14,183}38 11
$ 8,251,981.24 $ 7,717,48969
$
244.87
51190
112,66800
6,25577
1,493,328 94
447,527.67
337,244 45
290,31905
294,01523
278,03359
243,27191
304,82846
285,35394
938,00366
879,731 23
246,32611
258,672 75
I"
824,85500
611,39727
443,201.38
393,94986
44,326.69
35,185.78
993,98563
967,40532
19,12421
14,40304
1,493,328 94
1,420,77702
$ 1,400,000.00 353,02750 25000
1,400,00000 353,02750 25000
3,219,911 46 275,20858 75000
$
1,613,00948 $
1,753,277 50 $ 16,329,11913 $ 16,954,76753
$ -1,491,92418 $
-736,19911 $ -1,534,53590 $ -2,771,02942
$ 3,400,00000 $
$ 3,400,00000 $
$ 171,000.00
17l000.00 $
3,400,000 00 $ 187,58336 -187,58336
3,400,00000 $
6,600,000 00 95,21311 -95,21311
6,600,00000
$
1,908,07582 $
-565,19911 $
1,865,464 10 $
3,828,970 58
3,622,77867
1,238,507 92
6,072,336 92
2,237,608 22
-1,97119 3,12413
4,84814 90998
$ 5,530,854 49 $
673,30881 $ 7,938,95396 $ 6,072,336 92
- 5-
CANDLER COUNTY BOARD OF EDUCATION COMBINED STATEMENT OF REVENUES EXPENDITURES AND CHANGES IN FUND BALANCES
BUDGET AND ACTUAL - (NON-GAAP BASIS) GENERAL AND SPECIAL REVENUE FUNDS
YEAR ENDED JUNE 30 2002
EXHIBIT"C"
GENERAL FUND
BUDGET
ACTUAL
REVENUES
State Funds Federal Funds Taxes Other Funds
$ 8,501,05281 $ 8,827,69805
2,129,465 58 12,00000
2,216,09842 135,14808
Total Revenues EXPENDITURES
$ 10,642,51839 $ 11,178,944 55
Current lnstruction Support Services Pupil Services Improvement of Instructional Services Educatronal Media Services General Admrrustrancn : School Adrnmrstranon BUSinessAdministration Maintenance and Operation of Plant Student Transportation Services Other Support Services Food Services Operation Community Services
Total Expenditures
$ 7,114,16105 $ 7,028,22615
251,45929 235,501 00 258,64744 306,571 95 952,76545 162,37993 944,021 81 431,67009
54,52600
25606420 194,66376 277 969 31 27346779 93019419 133,658 11 81243802 431,21226
44,32669 15,83720 19,12421
$ 10,711,704 01 $ 10,417,18189
Excess of Revenues over (under) Expenditures
$
-69,18562 $ 761,76266
OTHER FINANCING SOURCES (USES)
Other Sources Other Uses
Total Other FinanCing Sources (Uses)
$ -300,00000 $ .187,58336 $ -300,00000 $ 187,58336
Excess of Revenues and Other FinanCing Sources over (under) Expenditures and Other FinanCing Uses
$ -369,18562 $
574,17930
FUND BALANCE JULY 1, 2001
940,50422
996,29696
Food inventory- Net Change In Penod Donated Commodities Purchased Food
SPECIAL REVENUE FUND
BUDGET
ACTUAL
$ 446,59220 $ 533,65902 1,495,762 37 1,718,76948
219,01461
225,04649
$ 2,161,36918 $ 2,477,47499
$ 971,48312 $ 1,223,75509
127,83500 108,41000
36,46000 3,54500
191,46347 95,65529 6428 31,11580 7,29757
2,95200 18,07500 892,60906
6,161 21 11,98912
978,14843
$ 2,161 ,369 18 $ 2,545,650 26
$
000 $ -68,17527
$ 16,58336
$ 16,58336
$
000 $ -51,591 91
206,35396
214,75337
-1,971 19 3,124 13
FUND BALANCE JUNE 30, 2002
$ 571,31860 $ 1,570,47626
$ 206,35396 $ 164,31440
The notes to the general-purpose financial statements are an Integral part of trus statement -7
- - - - - - - - - - - ---- - -~=~--------------------
CANDLER COUNTY BOARD OF EDUCATION
EXHIBIT "D"
NOTES TO TIlE GENERAL-PURPOSE FINANCIAL STATEMENTS
JUNE 30, 2002
Note 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
REPORTING ENTITY
The Candler County Board of Education (School District) was established under the laws of the State of Georgia and operates under the guidance of a school board elected by the voters and a Superintendent appointed by the Board. The School District is organized as a separate legal entity and has the power to levy taxes and issue bonds. Its budget is not subject to approval by any other entity. Accordingly, the School District is a primary government and consists of all the organizations that compose its legal entity.
FUND ACCOUNTING
The School District uses funds and an account group 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. An account group is a financial reporting device designed to provide accountability for certain assets and liabilities that are not recorded in the funds because they do not directly affect expendable available financial resources.
General Fixed Assets are recorded as expenditures in the various funds at the time of purchase. A General Fixed Assets Account Group is not presently maintained by the School District. To conform to generally accepted accounting principles, a General Fixed Assets Account Group should be maintained for reporting the cost of assets acquired by governmental fund types.
Although "school activity accounts" are maintained at the individual schools, neither the assets, liabilities and fund equity, nor the revenues, expenditures and changes in fund balances of these accounts are reflected in these financial statements. To conform to generally accepted accounting principles, these accounts should be recorded in the general-purpose financial statements.
The general-purpose financial statements account for all State, Federal, Taxes and Other funds under control of the School District, in compliance with generally accepted accounting principles applicable to governmental units, unless otherwise disclosed in these notes. Funds and the account group presented in this report are as follows:
GOVERNMENTAL FUND TYPES - are used to account for all or most ofthe School District's educational activities. Governmental Fund Types include:
GENERAL FUND - the fund used to account for all financial resources of the School District except those required to be accounted for in another fund. These transactions relate to resources obtained and used for services provided by a board of education.
-8-
CANDLER COUNTY BOARD OF EDUCATION
EXHIBIT "D"
NOTES TO THE GENERAL-PURPOSE FINANCIAL STATEMENTS
JUNE 30, 2002
Note I: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
SPECIAL REVENUE FUND - the fund used to account for the proceeds of specific revenue sources (other than for major capital projects) that are legally restricted to expenditures for specified purposes. These funds are received primarily from the Georgia Department of Education and from the Federal government to accomplish specific educational objectives.
CAPITAL PROJECTS FUND - the fund used to account for financial resources to be used for the acquisition or construction of major capital facilities.
DEBT SERVICE FUND - the fund used to account for the accumulation ofresources for, and the payment of, general long-term principal, interest and paying agent fees.
ACCOUNT GROUP
GENERAL LONG-TERM DEBT ACCOUNT GROUP - A financial reporting device used to account for general obligation debt outstanding.
BASIS OF ACCOUNTING
The accounting and financial reporting treatment applied to a fund is determined by its measurement focus. All governmental funds are accounted for using a current financial resources measurement focus. With this measurement focus, only current assets and current liabilities generally are included on the balance sheet. Operating statements ofthese funds present increases (i.e., revenues and other financing sources) and decreases (i.e., expenditures and other financing uses) in net current assets. Their reported fund balance is considered a measure of available spendable resources.
Liabilities which are expected to be financed from available spendable resources are reported as liabilities in the governmental funds. Other liabilities, which are not expected to be financed from available spendable resources, are reported in the General Long-Term Debt Account Group.
Governmental funds are accounted for using the modified accrual basis of accounting under which:
Revenues are recognized when susceptible to accrual (i.e., when they become both measurable and
available). "Measurable" means the amount of the transaction can be determined and "available"
means collectible within the current period or soon enough thereafter to be used to pay liabilities of
the current period. The School District considers receivables collected within sixty days after year-
end to be available. Property taxes, sales taxes and interest are considered to be susceptible to
accrual. Nonexchange transactions, in which the School District gives (or receives) value without
directly receiving (or giving) equal value in exchange, include property taxes, local option sales
taxes, intergovernmental grants and donations. Revenue for property taxes is recognized in the fiscal
year for which the taxes are levied. Revenue from sales taxes is recognized in the fiscal year the
resources are received or susceptible to accrual. Revenue from grants and donations is recognized in
the fiscal year in which all eligibility requ-irements have been satisfied.
-
-9-
CANDLER COUNTY BOARD OF EDUCATION
EXHIDIT "D"
NOTES TO THE GENERAL-PURPOSE FINANCIAL STATEMENTS
JUNE 30. 2002
Note I: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
Expenditures are generally recognized when the related fund liability is incurred.
A departure from the above definitions is the accounting treatment afforded the final two payments on General Fund teachers' and bus drivers' contracts, and the resources available from the Georgia Department of Education for the State's share of these contracts. During fiscal year 2002, a substantial number ofpersonnel ofthe School District were employed for a one hundred and ninety day period beginning in August 2001 and ending in early June 2002. Personnel contracts for this employment period specify that compensation be paid in twelve equal monthly payments beginning in September 2001 and ending in August 2002. State grants to fund the State's share of these contracts were disbursed from the Georgia Department of Education to the School District in the same twelve months. As of June 30, 2002, compensation under these employment contracts had been earned, but two of the twelve monthly payments, due for July and August 2002, had not been made. Payments for these two months were made and recorded as expenditures by the School District subsequent to June 30,2002. Also, the State's portion of the compensation paid in July and August 2002 was received and recorded as revenue in the fiscal year subsequent to June 30, 2002. Conversely, the similar expenditures and related revenues for contractual services completed prior to June 30, 2001, were recorded in the year ended June 30, 2002. Generally accepted accounting principles require that revenues be recorded when available and measurable and that expenditures be recorded when incurred, rather than when funds are received or disbursed.
BUDGET
The Candler County Board of Education's budget is a complete financial plan for the School District's fiscal year and is based upon estimates of expenditures together with probable funding sources. There is no statutory prohibition regarding overexpenditure ofthe budget at any level. The budget for all governmental funds is prepared by fund, function and object. The legal level of budget control was established by the Board at the aggregate level. The budget for governmental funds was prepared on a basis other than generally accepted accounting principles.
The budget process begins when the School District's administration prepares a tentative budget for the Board's approval. After approval ofthis tentative budget by the Board, such budget is advertised at least once in a newspaper of general circulation in the locality. At the next regular meeting ofthe Board after advertisement, the Board receives comments on the tentative budget, makes revisions as necessary and adopts a final school budget. This final budget is then submitted, in accordance with provisions of the Quality Basic Education Act, OCGA Section 20-2-167(c), to the Georgia Department of Education. The Board may increase or decrease the budget at any time during the year. All unexpended budget authority lapses at fiscal year-end.
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
- 10-
CANDLER COUNTY BOARD OF EDUCATION
EXHffiIT "0"
NOTES TO THE GENERAL-PURPOSE FINANCIAL STATEMENTS
JUNE 30, 2002
Note I: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
institutions. Georgia Laws OCGA 45-8-14 authorize the School District to deposit its funds in one or more solvent banks or insured Federal savings and loan associations.
RECEIVABLES
Receivables consist of grant reimbursements due on Federal, State or other grants for expenditures made but not reimbursed and other receivables disclosed from information available. Receivables are recorded when either the asset or revenue recognition criteria has been met. Receivables recorded on the general-purpose financial statements do not include any amounts which would necessitate the need for an allowance for uncollectible receivables.
PROPERTY TAXES
The Candler County Board of Commissioners fixed the property tax levy for the 200 I tax digest year (calendar year) on October 4,2001 (levy date). Taxes were due on January 20, 2002 (lien date). Taxes collected within the current fiscal year or within 60 days after year-end on the 2001 tax digest are reported as revenue in fiscal year 2002. The Candler County Tax Commissioner bills and collects the property taxes for the School District, withholds 1% of taxes collected as a fee for tax collection and remits the balance of taxes collected to the School District. Property tax revenues during the fiscal year ended June 30, 2002 for maintenance and operations amounted to $2,207,401.21.
The tax millage rate levied for the 2001 tax year (calendar year) for the Candler County Board of Education was as follows (a mill equals $1 per thousand dollars of assessed value):
School Operations
14,50 mills
SALES TAXES
Special Purpose Local Option Sales Tax revenue during the year amounted to $995,987.54 and is to be used for capital outlay for educational purposes or debt service. This sales tax was authorized by local referendum and the sales tax must be re-authorized at least every five years.
INVENTORIES
FOOD INVENTORIES Inventories of donated food commodities used in the preparation of meals are reported on the Combined Balance Sheet at their Federally assigned value. Purchased foods inventories are reported on the Combined Balance Sheet at cost (first-in, first-out). Donated food commodities are recorded
- 11 -
CANDLER COUNTY BOARD OF EDUCATION
EXHffiIT "D"
NOTES TO THE GENERAL-PURPOSE FINANCIAL STATEMENTS
JUNE 30, 2002
Note 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
as revenues and expenditures at the time commodity items are received. Purchased foods inventories are recorded as expenditures at the time ofpurchase. The inventories reported on the balance sheet for donated food commodities and for purchased foods are equally offset by reservations of fund balance which indicates that these amounts do not constitute "available spendable resources" even though they are a component of net current assets.
GENERAL OBLIGATION BONDS
The School District issues general obligation bonds to provide funds for the acquisition and construction ofmajor capital facilities. Bond premiums and discounts, as well as issuance costs, are recognized in the financial statements during the year bonds are issued. General obligation bonds are direct obligations and pledge the full faith and credit ofthe government. The outstanding amount of these bonds is recorded in the General Long-Term Debt Account Group.
INTERFUND TRANSACTIONS
The School District has the following types ofinterfund transactions:
Reimbursements ofexpenditures initially made from a fund that are properly applicable to another fund are recorded as expenditures in the reimbursing fund and as reductions of expenditures in the fund that is reimbursed.
Operating transfers are recorded for all interfund transactions other than reimbursements.
MEMORANDUM ONLY - TOTAL COLUMNS
Total columns on the general-purpose financial statements are captioned "Memorandum Only" to indicate that they are presented only to facilitate financial analysis. Data in these columns do not present financial position or results of operations in conformity with generally accepted accounting principles. Neither are such data comparable to a consolidation. Interfund eliminations have not been made in the aggregation of this data.
Note 2: 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 of money which has not been secured by surety bond, by guarantee of insurance, or by collateral. The aggregate of the face 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
a less securities pledged to secure pool ofpublic funds shall be not than 110 percent ofthe daily pool -
- 12 -
CANDLER COUNTY BOARD OF EDUCATION
EXHmIT "0"
NOTES TO THE GENERAL-PURPOSE FINANCIAL STATEMENTS
JUNE 30, 2002
Note 2: DEPOSITS
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 anyone of or any combination of the following:
(I) 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 of the 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.
CATEGORIZAnON OF DEPOSITS At June 30, 2002, the bank balances were $8,642,155.57. The amounts ofthe total bank balances are classified into three categories of credit risk:
Category I - Cash that is insured (e.g., Federal depository insurance) or collateralized with securities held by the School District or by the School District's agent in the School District's name.
Category 2 - Cash collateralized with securities held by the pledging financial institution's trust department or agent in the School District'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 out not in the School District's name.)
- 13 -
--~--------- --
-
CANDLER COUNTY BOARD OF EDUCATION
EXHIBIT "D"
NOTES TO THE GENERAL-PURPOSE FINANCIAL STATEMENTS
JUNE 30, 2002
Note 2: DEPOSITS
The School District's deposits are classified by risk category at June 30, 2002, as follows:
Risk Category
-
Bank Balance
1
$ 697,559.76
2
0.00
3
7,944,595.81
Total
$ 8.642.155.57
Note 3: NON-MONETARY TRANSACTIONS
The School District receives food commodities from the United States Department of Agriculture (USDA) for school breakfast and lunch programs. These commodities are recorded at their Federally assigned value. See Note 1 - Inventories
Note 4: RISK MANAGEMENT
The School District is exposed to various risks of loss 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 School District has obtained commercial insurance for risk ofloss associated with torts, assets, errors or omissions and job related illness or injuries to employees. The School District has neither significantly reduced coverage for these risks nor incurred losses (settlements) which exceeded the School District's insurance coverage in any of the past three years.
The School District has elected to self-insure for all losses related to acts of God. The School District has not experienced any losses related to this risk in the past three years.
The School District is self-insured with regard to unemployment compensation claims. The School District accounts for claims within the General Fund with expenditure and liability being reported when it is probable that a loss has occurred, and the amount ofthat loss can be reasonably estimated.
Changes in the unemployment compensation claims liability during the last two fiscal years are as follows:
- 2001 2002
Beginning of Year Liability
Claims and Changes in Estimates
Claims Paid
End of Year Llabihty
$
0.00 $
4,677.00 $
4,677.00 $
0.00
$
0.00 $
2,534.85 $
2.534.85 $
0.00
- 14-
CANDLER COUNTY BOARD OF EDUCATION
EXHffiIT "D"
NOTES TO THE GENERAL-PURPOSE FINANCIAL STATEMENTS
JUNE 30, 2002
Note 4: RISK MANAGEMENT
The School District has purchased surety bonds-to provide additional insurance coverage as follows:
Position Covered
Amount
Superintendent Financial Director Curriculum Director Principals
$ 50,000.00 $ 10,000.00 $ 5,000.00 $ 3,000.00 - $ 10,000.00
Note 5: GENERAL LONG-TERM DEBT
GENERAL OBLIGATION DEBT OUTSTANDING General Obligation Bonds currently outstanding are as follows:
Purpose
Interest Rates
Amount
General Government - Series 1997 General Government - Series 2001A General Government - QZAB - Series 2001B
4.05% - 4.25% 4.35% 0.00%
$ 1,500,000.00 6,600,000.00 3,400,000.00
$11,500,000.00
The changes in General Long-Term Debt during the fiscal year ended June 30, 2002, were as follows:
General Obligation
Bonds
Balance July I, 2001
$ 9,500,000.00
Additions G.O. Bonds
3,400,000.00
Deductions Debt Retired
1,400,000.00
Balance June 30, 2002
$11.500,000.00
At June 30, 2002, payments due by fiscal year which includes principal and interest for these items are as follows:
- 15 -
CANDLER COUNTY BOARD OF EDUCAnON
EXHmIT "D"
NOTES TO THE GENERAL-PURPOSE FINANCIAL STATEMENTS
JUNE 30, 2002
Note 5: GENERAL LONG-TERM DEBT
Fiscal Year Ended June 30
General Obligation
Bonds
2003 2004 2005 2006 2007 2008 - 2013
$ 1,850,850.00 1,112,100.00 1,111,212.50 1,108,802.50 1,104,870.00 6,767,312.50
Total Principal and Interest
$13.055,147.50
Note 6: ON-BEHALF PAYMENTS
The School District has recognized revenues and expenditures in the amount of $160,939.72 for health insurance and retirement contributions paid on the School District's behalf by the following State Agencies.
Georgia Department of Education Paid to the Georgia Department of Community Health For Health Insurance of Non- Certified Personnel In the amount of$146,706.72
Office of Treasury and Fiscal Services Paid to the Public School Employees Retirement System For Public School Employees Retirement (PSERS) Employer's Cost In the amount of$14,233.00
Note 7: SIGNIFICANT COMMITMENTS
The following is an analysis of significant outstanding construction or renovation contracts executed by the School District as of June 30, 2002, together with funding available:
Project
Unearned Executed Contracts
Funding Available From State
Board Central Office 02L W/01S-621-006
$ 611,082.00 855,668.97 $ 546,033.00
$ 1.466,750.97 $ 546,033.00
The amounts described in this note are not reflected in the general-purpose financial statements.
- 16-
CANDLER COUNTY BOARD OF EDUCAnON
EXHffiIT "D"
NOTES TO THE GENERAL-PURPOSE FINANCIAL STATEMENTS
JUNE 30, 2002
Note 8: CONTINGENT LIABILITIES
Amounts received or receivable principally from the Federal government are subject to audit and review by grantor agencies. This could result in requests for reimbursement to the grantor agency for any expenditures which are disallowed under grant terms. The School District believes that such disallowances, if any, will be immaterial to its overall financial position.-
Note 9: RETIREMENT PLANS
TEACHERS RETIREMENT SYSTEM OF GEORGIA (TRS)
TRS PLAN DESCRIPTION Substantially all teachers, administrative and clerical personnel employed by local school districts 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 CONTRffiUTIONS REQUIRED AND MADE Employees ofthe School District who are covered by TRS are required by State statute to contribute 5% of their gross earnings to TRS. The School District 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
2002 2001 2000
100% 100% 100%
$ 655,263.14 $ 745,235.57 $ 716,464.35
- 17 -
CANDLER COUNTY BOARD OF EDUCATION COMBINING BALA;NCE SHEET SPECIAL REVENUE FUND JUNE 30, 2002
ASSETS
Cash and Cash Equivalents
Accounts Receivable
Inventories Food Donated Commodities Purchased Food
SCHOOL FOOD
SERVICES FUND
LOTIERY PROGRAMS
$
167,387.14 $
66,66516
18,645.90
14,213.79 6,763.56
Total Assets
$
207,010.39 $====~66=,6=6=5=16=
LIABILITIES AND FUND EQUITY
LIABILITIES
Accounts Payable Salanes Payable Deferred Revenue
Total Liabilities
FUND EQUITY
Fund Balances Reserved For Inventories Food Donated Commodities Purchased Food Unreserved Undesignated
Total Fund Equity
$
13,714.19 $
19,822.44
28,981.80
46,842.72
$
42,69599 $
66,665.16
$
14,213.79
6,763.56
143,337.05 $
0.00
$
164,314.40 $
0.00
Total liabilities and Fund Equity
I
I 1-
$
207,010.39 $=====~====
See notes to the general-purpose financial statements. - 18 -
EXHIBIT "E"
FEDERAL PROGRAMS
TOTALS
JUNE 3D, 2002
JUNE 3D, 2001
$
52,997.45 $
287,049.75 $
288,577.36
76,321.20
94,967.10
88,448.47
14,213.79 6,763.56
16,184.98 3,639.43
$
129,31865 $
402,994.20 $ ==~3~9=6,8=5=02=4
$
30,331.40 $
63,868.03 $
47,804.40
95,802.55
171,627.07
131,15782
3,184.70
3,184.70
3,134 65
$
129,31865 $
238,679.80 $
182,096 87
$
$---_....:::.:.:0:.=00..
$
0.00 $
14,213.79 $ 6,763.56
16,184.98 3,639.43
143,337.05
194,928.96
164,314.40 $ _ _=2..1:.4..;,"7..;5..3;:;.;3=.7;...
$
129,318.65 $
============= 402,994.20 $
396,850.24
- 19-
CANDLER COUNTY BOARD OF EDUCATION COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES
SPECIAL REVENUE FUND YEAR ENDED JUNE 30, 2002
REVENUES
State Funds Federal Funds Other Funds
Total Revenues
EXPENDITURES
Current Instruction Support Services Pupil Services Improvement of Instructional Services Educational Media Services General Administration School Administration Maintenance and Operation of Plant Student Transportation Services Other Support Services Food Services Operation
Total Expenditures
Excess of Revenues over (under) Expenditures
OTHER FINANCING SOURCES
Operating Transfers In
Excess of Revenues and Other Financing Sources over (under) Expenditures
FUND BALANCE JULY 1
Food Inventory - Net Change In Penod Donated Commodities Purchased Food
FUND BALANCE JUNE 30
See notes to the general-purpose financial statements.
- 20-
SCHOOL FOOD
SERVICES FUND
LOTIERY PROGRAMS
$
63,358.70 $
470,300.32
619.832.88
225,046.49
$
908,23807 $
470,300.32
$
394,254.19
64.11272 5.736.23
35.97
6.161.21
$
976,413.34
$
976.413.34 $
470,300.32
$
-68,175.27 $
0.00
16,58336
$
-51,591 91 $
000
214,753.37
0.00
-1,971.19 3,124 13
$
164,314.40 $ ======0=0=0
EXHIBIT"F"
FEDERAL PROGRAMS
TOTALS
YEAR ENDED
JUNE 30, 2002
JUNE 30, 2001
$
533,659.02 $
622,73548
$ 1,098,936.60
1,718,769.48
1,375,979.12
225,046.49
245,139.03
$
1,098,93660 $
2,477,474.99 $
2,243,853.63
$
829,500.90 $ 1,223,755 09 $ 1,096,661 47
127,350.75 89,919.06 64.28 31,079.83 7,297.57
11,989.12
1,735.09
191,463.47 95,655.29 64.28 31,115.80 7,297.57 6,161.21 11,989.12
978,148.43
112,449.44 67,274.62
14,505.27 14,515.44
2,556.62 14,411 52
1,505.39 967,40532
$ 1,098,936.60 $ 2,545,650 26 $ 2,291,285 09
$
000 $
-68,17527 $
-47,431.46
16,583.36
$
0.00 $
-51,591.91 $
-47,43146
0.00
214,753.37
256,42671
-1,971.19 3,124 13
4,84814 90998
$
0.00 $
164,314.40 $ ====i:2:!1::4:i,=75=3=.3=7=
- 21 -
CANDLER COUNTY BOARD OF EDUCATION COMBINING BALANCE SHEET CAPITAL PROJECTS FUND JUNE 30, 2002
EXHIBIT"G"
Cash and Cash Equivalents Accounts Receivable
BOND PROCEEDS
GEORGIA STATE FINANCING AND
INVESTMENT COMMISSION
TOTALS JUNE 30, 2002 JUNE 30, 2001
$ 5,695,014'66 $
60,67000 $ 5,755,684 66 $ 3,645,04738
27,71920
Total Assets
60,670.00 $ 5,755,684 66 $ 3,672,76658
LIABILITIES AND FUND EqUITY
LIABILITIES
Cash Overdraft Contracts Payable Retamaqes Payable
Total Liabihtres
FUND EqUITY
Fund Balances Reserved For Purposes of Bond Issue For State Capital Outlay Projects Unreserved Undeslgnated
Total Fund EqUity
Total Liabilities and Fund Equity
$ 202,31010 22,52007
$ 224,83017
$
$
202,31010
22,52007
$
224,83017 $
22,71920 27,26871
49,98791
$ 5,470,18449 $
000
$ 5,470,18449 $
S 5,470,18449 $ 3,562,10867
60,67000
60,67000
60,67000
000
000
000
60,67000 $ 5,530,854 49 $ 3,622,77867
$ 5,695,01466 $
60,67000 $ 5,755,684 66 $ 3,672,766 58
See notes to the general-purpose finanCialstatements
- 22
CANDLER COUNTY BOARD OF EDUCATION COMBINING STATEMENT OF REVENUES. EXPENDITURES AND CHANGES IN FUND BALANCES
CAPITAL PROJECTS FUND YEAR ENDED JUNE 30. 2002
EXHIBIT"H"
REVENUES
State Funds Other Funds
Total Revenues
EXPENDITURES
Current Support Servtces General Adrmrustranon School Admnnstrauon Business Admlruslrabon Maintenance and Operabon of Plant
Capital Outlay Protessional and Techrucal services Supplies BUilding and BUilding Improvement
Debt Service Pnnctpal Interest
Total Expenditures
Excess of Revenues over (under) Expenditures
OTHER FINANCING SOURCES (USES)
Proceeds From General Obllgabon Bonds Par Value
Operabng Transfers In Operabng Transfers Out
Total Other Flnanang Sources (Uses)
Excess of Revenues and Other Flnanang Sources over (under) Expenditures and Other FinanCing Uses
FUND BALANCE JULY 1
BOND PROCEEDS
GEORGIA STATE FINANCING AND
INVESTMENT COMMISSION
TOTALS YEAR ENDED JUNE 30, 2002 JUNE 30, 2001
$ 121,08530 $ $ 121,08530 $
000 $ 000 $
$ 121,085.30
121,08530 $
247,19200 186,631 50
433,82350
$
24487 $
51190
112,668.00
6,25577
199,42282 17,60300
1,276,303.12
$ 1,613,009 48 $ $ -1,491,924 18 $
s 0.00
244 87 51190 112,668.00 $ 6,25577
133,85000
199,42282 17,60300
1,276,303.12
1,420,777 02
2,200,000 00 110,01367
000 $ 1,613,009 48 $ 3,B64,640 69
000 $ -1,491,92418 $ -3,430,817 19
$ 3,400,000 00
$ 3,400,000 00 $ 1,908,075 82 $
3,562,10867
$ 3,400,000 00 $ 6,107,24356 155.88311 -60,67000
$ 3.400,000.00 $ 6,202,456 67
s s 000
1,908,075 82
2,771,63948
60,67000
3,622,77867
851,139 19
FUND BALANCE JUNE 30
$ 5,470,184 49 $
60,67000 $ 5,530,854 49 $ 3,622,77867
See notes to the general-purpose finanaal statements
- 23-
CANDLER COUNTY BOARD OF EDUCATION COMBINING BALANCE SHEET _.
DEBT SERVICE FUND JUNE 30, 2002
EXHIBIT "I"
ASSETS Cash and Cash EqUivalents Accounts Receivable
Total Assets
FUND EQUITY Fund Balances
Reserved For Debt Service
Unreserved undesignated
Total Fund EqUity
PROPERTY TAXES FOR BOND DEBT
SPECIAL PURPOSE LOCAL OPTION SALES TAX
. TOTALS
JUNE 30, 2002
JUNE 30, 2001
$ 263,67094 $
233,94915 $
497,62009 $ 1,049,282 87
175,68872
175,68872
I .'1
189,225,05
$ 263,67094 $
409,63787 $
673,30881 $ 1,238,507 92
$ 263,670 94 $ 000
409,63787 $
673,30881 $
000 _ _ _----:o::.:..o:::.:o~
1,238,507 92 0 00
$ 263,670.94 $
409,637.87 $
673,30881 $ 1,238,50792
See notes to the general-purpose financial statements
- 24-
CANDLER COUNTY BOARD OF EDUCATION COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES
DEBT SERVICE FUND YEAR ENDED JUNE 30. 2002
EXHIBIT "J"
PROPERTY TAXES FOR BOND DEBT
SPECIAL PURPOSE LOCAL OPTION SALES TAX
TOTALS YEAR ENDED JUNE 30, 2002 JUNE 30,2001
REVENUES
Taxes Other Funds
Total Revenues EXPENDITURES
$
$
1,39200
995,98754 $ 19,69885
995,98754 $ 1,003,332 38
21,09085
32,36168
$
1,39200 $ 1,015,686 39 $ 1,017,07839 $ 1,035,694 06
Debt Service Pnnctpal Interest PaYIng Agent Fees
Total expenditures
Excess of Revenues over (under) expenditures
$ $ 230,477 50
$ 230,477 50 $ $ -229,085.50 $
1,400,000 00 $ 122,55000 25000
1,400,000 00 $ 353,027.50 25000
1,000,000 00 164,05000 75000
1,522,800 00 $ 1,753,277 50 $ 1,164,80000
-507,11361 $ -736,19911 $ -129,10594
OTHER FINANCING SOURCES
Proceeds From General Obligation Bonds Par Value
Operating Transfers In
s 492,75644
$
171,00000 $
171,00000
Total Other FinanCing Sources
$
171,00000 $
171,00000 $
492,75644
Excess of Revenues and Other FinanCing Sources over (under) Expenditures
FUND BALANCE JULY 1
$ -229,08550 $ 492,75644
-336,11361 $ -565,199 11 $
745,75148
1,238,507 92
363,65050 874,85742
FUND BALANCE JUNE 30
$ 263,670 94 $
409,63787 $ 673,30881 $ 1,238,50792
See notes to the general-purpose financial statements
- 25-
CANDLER COUNTY BOARD OF EDUCATION SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
YEAR ENDED JUNE 30. 2002
SCHEDULE "1"
FUNDING AGENCY PROGRAM/GRANT
Agnculture, U S Department of Child Nutnllon Cluster Pass-Through From Georgia Department of Educallon Food and Nutnnon Program Food Services School Breakfast Program National School Lunch Program Pass-Through From Office of School Readiness Food and Nutntlon Program Food Services Summer Food Service Program for Children
Total Child Nutntlon Cluster
Other Programs Pass-Through From Georgia Department of Education Food and Nutnlion Program Food Distribution Program (1) Pass-Through From Office of School Readiness Food and Nutntlon Program Child and Adult Care Food Program
Total U. S Department of Agnculture
Education, U S Department of Special Education Cluster Pass-Through From Georgia Department of Educallon IndIVIduals WIthDIsabilities Education Act Part B Special Educallon Capacity Building Improvement Flow Through Preschool
Total Special EducalJon Cluster
Other Programs Pass-Through From First Distnct Regional Educational Service Agency d/b/a live Oak Migrant Education Agency Elementary and Secondary Education Act Title I Migrant Education Pass-Through From Georgia Department of Education Elementary and Secondary Education Act TItle I Accountability Grants Grants to Local Educational AgenCies TItle II Eisenhower Professronal Development TItle III Technology Literacy Challenge Fund Grants Title VI Innovative Educallon Program Strategies Class SIZe Reduction
CFDA NUMBER
PASSTHROUGH
ENTITY 10
NUMBER'
FEDERAL REVENUE IN PERIOD
EXPENDITURES IN PERIOD
10553 10555
NlA
$ 141,07996
N/A
422,31927 $
(2) 927,01895 (3)
10559
N/A
1,41566
$ 564,81489 $
(2) 927,01895
10550 10558
N/A
49,394.39
49,394 39
NlA
5,62360
$ 619,83288 $
(2) 976,41334
84.027 84 027 84173
NlA
$
2,10823 $
N/A
188,43477
NlA
22,80900
$ 213,35200 $
2,10823 188,434.77
22,809.00
213,35200
84 011
N/A
116,08247
116,08247
84 348
N/A
84 010
N/A
84 281
N/A
84318
NlA
84298
N/A
84 340
N/A
67,98739 475,51259
14,34720
83,070.95
14,32100 75,088 00
67,987.39 475,51259
14,347.20
83,070.95
14,32100 75,08800
- 26-
CANDLER COUNTY BOARD OF EDUCATION SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
YEAR ENDED JUNE 30, 2002
SCHEDULE "1"
FUNDING AGENCY PROGRAM/GRANT
Education, U S Department of Other Programs Pass-Through From Georgia Department of Educatron Vocational Educabon - Basic Grants to States High School Program Basic Grant
Total U S Department of Educabon
CFDA NUMBER
PASSTHROUGH
ENTITY 10
NUMBER
FEDERAL REVENUE IN PERIOD
EXPENDITURES IN PERIOD
84 048
N/A
$ 39,17500 $
39,17500
s $ 1,098,936 60
1,098,93660
Total Federal FinanCial Assistance
N/A = Not Available
$ 1,718,76948 $====2,=0~75=,3=4=9=9,4"
Notes to the Schedule of Expendrtures of Federal Awards
(1) The amounts shown for the Food Dlstnbutlon Program represents the Federally assigned value of nonmonetary assistance for donated commodities received and/or consumed by the system during the current fiscal year
(2) Expenditures for the Child and Adult Care Food Program, the School Breakfast Program and Summer Food Service Program for Children were not maintained separately and are Included In the 2002 Nallonal School Lunch Program
(3) Expenditures for thiS program Include State, and/or Other Funds Expenditures are not maintained by fund source
Major Programs are Identified by an astensk (0) 10 front of the CFDA number
The School Dlstnct did not provide Federal ASSistance to any Subrecipient
The accompanying schedule of expenditures of Federal awards Includes the Federal grant actiVity of the Candler County Board of Education and IS presented on the modified accrual baSISof accounting which IS the baSISof accounting used In the presentanon of the general-purpose financial statements
See notes to the general-purpose financial statements.
- 27-
CANDLER COUNTY BOARD OF EDUCATION SCHEDULE OF STATE REVENUE YEAR ENDED JUNE/3D, 2002
SCHEDULE "2"
AGENCY/FUNDING
GRANTS Education, Georgia Department of Quality Baste Education Direct Instructional Cost Kindergarten Program Kindergarten Program - Early Intervention Program Pnmary Grades (1-3) Program Pnmary Grades - Early Intervention (1-3) Program Upper Elementary Grades (4-5) Program Upper Elementary Grades -Early InterventIOn (4-5) Program Middle Grades (6-8) Program High School General Education (9-12) Program Vocational Laboratory (9-12) Program Students WIth Disatnlmes Category I Category II Category III Category IV Gifted Student - Category VI Remedial EducalJon Program Alternative Education Program English Speakers of Other Languages (ESOL) Media Center Program Staff arid Professional Development 20 Days Additional Instruction Indirect Cost Categoncal Grants Pupal Transportation Regular Bus Replacement Sparsity - Alternative Sparsity - Regular Nursing SelVlces PrinCipal Supplements Vocallonal Supervisors Migrant Education EducalJon Equahzatron Funding Grant Food Services Vocallonal Education Other State Programs Health Insurance Mentor Teachers Preschool Handicapped Program Post Secondary Options - Spring 4-8 Statewide After School Program K-3 StateWIde Reading Program Lottery Programs Assistive Technology Computers In the Classroom
Office of School Readiness Pre-Kindergarten Program
Office of Treasury and Fiscal Services Public School Employees Retirement
GOVERNMENTAL FUND TYPES
SPECIAL
GENERAL
REVENUE
FUND
FUND
$
431,74400
$
93,37100
918,229.00
405,764 00
577,306 00
90,68000
968,296 00
806,56100
260,24600
42,758,00 207,84700 510,54800
72,142.00 81,86700 63,999.00 74,49700 68,62000 173,22300 33,62900 52,49000 1,233,100.00
293,01300 76,834.00 20,00000 37,89000 53,48900 7,73300 10,44500 4,772.00
815,94900 $
105,12500
146,70672 3,21300
26,104 00 29700
21,61200 23,365.33
63,35870
3,08981 48,403.00
418,80751
14,23300
TOTAL
431,744.00 93,37100
918,22900 405,764 00 577,306 00
90,68000 968,296 00 806,56100 260,24600
42,758.00 207,84700 510,54800
72,14200 81,86700 63,99900 74,497.00 68,62000 173,22300 33,62900 52,49000 1,233.10000
293,01300 76,834 00 20,00000 37,89000 53,48900 7,73300 10,44500 4,77200 815,94900 63,35870 105,12500
146,70672 3.21300
26,104 00 29700
21,61200 23,36533
3,08981 48,40300
418,80751
14,23300
See notes to the general-purpose financial statements.
$ 8,827,69805 $
533,65902 $ 9,361,35707
- 28-
CANDLER COUNTY BOARD OF EDUCATION SCHEDULE OF APPROVED LOCAL OPTION SALES TAX PROJECTS
YEAR ENDED JUNE 30 2002
SCHEDULE "3"
PROJECT
For the purpose of provldmg funds to pay all or a portion of the cost of the construction, renovation and modntcauon of the Meller Elementary School and the current Meller MlddlelHlgh School, system-Wide repair of roofs, the cost of the acqursmon. construction and equlppmg of the new Meller High School, additions to the physical education facilities and construction of an athletic complex, thereof, mstrucnonal and administrative technology Improvements for eXlstmg schools and addmg to, renovatmg, repamng, Improvmg and aqurppmq eXisting school buildings and other bUlldmgs and tacrhues useful or desirable m connection thereWIth and acqumng any necessary property therefor, both real and personal, to pay capitalized interest mordent thereto and to pay expenses mordent to accomplishmg the foregomg and to pay a pomon of the debt service on such bonds
ORIGINAL ESTIMATED
COST(l)
CURRENT ESTIMATED COSTS (2)
AMOUNT EXPENDED IN CURRENT
YEAR (3)
AMOUNT EXPENDED
IN PRIOR YEARS (3)
PROJECT STATUS
$ 8,500,00000 $ 11,200,00000 $ 1,732,98698 $ 1,420,77702 Ongomg
(1) The School Drstnct's ongmal cost estimate as specified m the resolution calling for the nnposmon of the Local Option Sales Tax
(2) The School Dtstnct's current estimate of total cost for the project Includes all cost from project mception to complellon
(3) The voters of Candler County approved the unposmon of a 1% sales tax to fund the above project and retire associated debt Amounts expended for trus project may include sales tax proceeds, state, local property taxes and/or other funds over the life of the project
See notes to the general-purpose financial statements
- 29-
CANDLER COUNTY BOARD OF EDUCATION GENERAL FUND - aUALlTY BASIC EDUCATION PROGRAM (aBE)
ALLOTMENTS AND EXPENDITURES - BY PROGRAM YEAR ENDED JUNE 30, 2002
SCHEDULE "4"
DESCRIPTION
Direct Instructional Programs Kindergarten Program Kindergarten Program-Early Intervention Program Pnmary Grades (1-3) Progra_m Pnmary Grades-Early Intervention (1-3) Program Upper Elementary Grades (4-5) Program Upper Elementary Grades-Early Intervenllon (4-5) Program Middle School (6-8) Program High School General Educatron (9-12) Program Vocational Laboratory (9-12) Program Students WithDisabilities Category II Category III Category IV Gifted Student - Category VI Remedial Education Program Alternative Education Program English Speakers of Other Languages (ESOL)
TOTAL DIRECT INSTRUCTIONAL PROGRAMS
Media Center Program Staff and Professronal Development
ALLOTMENTS FROM GEORGIA DEPARTMENT OF EDUCATION (1)
ELIGIBLE aBE PROGRAM COSTS
SALARIES
OPERATIONS
TOTAL
$
471,17900 $ 411,46553 $
s 15,10585
426,57138
101,89900
95,89832
2,127.83
98,02615
1,002,098.00 1,072,81661
48,39226
1,121,20887
442,826.00
429,186.89
7,77269
436,95958
628,784 00
690,51552
31.07260
721,58812
100.21400 1,056.738 00
880.230.00 284,01600 909,40500
89,34300 69,844 00 81,301.00 74,88800
72,094 85 1,090,496 48 1,044,998 91
302,654 00
195,34954 465,78595
56,75567 79,918.11 86.33807 88.89915 41,64300
2,50271 56,946 04 64.75725 30,76897
1,151.97 24,87429
79106 1,361 67
57351 1,217 40
811 18
74,59756 1,147.44252 1,109.75616
333,42297
196,501 51 490,66024
57,54673 81.27978 86,911 58 90.11655 42,454 18
$
6,192,76500 $ 6.224,81660 $ 290,22728 $ 6,515,043 88
189,044 00 36,700 00
226,38094 22.610.32
44,44768 14,10295
270,82862 36,71327
TOTAL aBE FORMULA FUNDS
s
s s 6,418.50900 $ 6.473,80786
348,777.91
6,822,58577
(1) Compnsed of State Funds plus Local Five Mill Share
See notes to the general-purpose financra! statements
- 30-
CANDLER COUNTY BOARD OF EDUCATION GENERAL FUND - qUALITY BASIC EDUCATION PROGRAM (QBE)
ALLOTMENTS AND EXPENDITURES - BY SITE YEAR ENDED JUNE 30, 2002
SCHEDULE "5"
,I
Metter High School Metter Middle School Metter Intermediate School Metter Elementary School Central Office (Alternative Education Program)
ALLOTMENTS FROM GEORGIA DEPARTMENT OF EDUCATION (1)
ELIGIBLE QBE PROGRAM COSTS
$
1,612,73500 ,$:
1,815,19554
1,342,790.00
1,412,14708
910,258.00
804,48942
2,245,681 00
2,477,186.41
81,301.00
6,025.43
TOTAL
$ 6,192,765.00 $======6=,5::1.i:5::,:0:::4::3=.=8=8=
(1) Compnsed of State Funds plus Local Five Mill Share.
See notes to the general-purpose financial statements - 31 -
SECTION II COMPLIANCE AND INTERNAL CONTROL REPORTS
RUSSELl. W. HINTON
STATE AUDITOR
(404) 6562174
DEPARTMENT OF AUDITS AND ACCOUNTS
254 Washmgton Street, S W. SUIte 214 Atlanta. Georgia 30334-R400
April 14, 2003
Honorable Sonny Perdue, Governor Members of the General Assembly Members of the State Board of Education
and Superintendent and Members of the Candler County Board of Education
REPORT ON COMPLIANCE AND ON INTERNAL CONTROL OVER FINANCIAL REPORTING BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
Ladies and Gentlemen:
We have audited the financial statements of Candler County Board of Education as of and for the year ended June 30,2002, and have issued our report thereon dated April 14, 2003. This report was qualified for various departures from generally accepted accounting principles, as identified in the auditor's report on the general-purpose financial statements. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States.
Compliance
As part of obtaining reasonable assurance about whether Candler County Board of Education's financial statements are free of material misstatement, we performed tests of its compliance with certain provisions oflaws, regulations, contracts and grants, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results ofour tests disclosed no instances ofnoncompliance that are required to be reported under Government Auditing Standards.
Internal Control Over Financial Reporting
In planning and performing our audit, we considered Candler County Board of Education's internal control over financial reporting in order to determine our auditing procedures for the purpose of expressing our opinion on the financial statements and not to provide-assurance on the internal
2002YB-40
control over financial reporting. However, we noted a certain matter involving the internal control over financial reporting and its operation that we consider to be a reportable condition. -Reportable conditions involve matters coming to our attention relating to significant deficiencies in the design or operation ofthe internal control over financial reporting that, in our judgment, could adversely affect Candler County Board ofEducation's ability to record, process, summarize and report financial data consistent with assertions of management in the financial statements. The reportable condition is described in the accompanying Schedule ofFindings and Questioned Costs as item FS-6211-02-0 I.
A material weakness is a condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements in amounts that would be material in relation to the financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. Our consideration ofthe internal control over financial reporting would not necessarily disclose all matters in the internal control that might be reportable conditions and, accordingly, would not necessarily disclose all reportable conditions that are also considered to be material weaknesses. However, the reportable condition described above is considered to be a material weakness.
This report is intended solely for the information and use of the management, members of the Candler County Board ofEducation, Federal awarding agencies and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties.
espectfully submitted,
\O.~..k
Rus ell W. Hinton Stat Auditor
RWH:gp 2002YB-40
Russeu. W. HINTON
STATE AUDITOR
(404) 6562174
DEPARTMENT OF AUDITS AND ACCOUNTS
254 Washington Street, S W.. Suite 214 Atlanta. Georgia 30334-H400
April 14,2003
Honorable Sonny Perdue, Governor Members of the General Assembly Members of the State Board of Education
and Superintendent and Members of the Candler County Board of Education
REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133
Ladies and Gentlemen:
Compliance
We have audited the compliance of Candler County Board ofEducation with the types ofcompliance
u.s. requirements described in the
Office of Management and Budget (OMB) Circular A-133
Compliance Supplement that are applicable to each of its major Federal programs for the year ended
June 30, 2002. Candler County Board of Education's major Federal programs are identified in the
Summary of Auditor's Results Section of the accompanying Schedule of Findings and Questioned
Costs. Compliance with the requirements of laws, regulations, contracts and grants applicable to
each of its major Federal programs is the responsibility of Candler County Board of Education's
management. Our responsibility is to express an opinion on Candler County Board of Education's
compliance based on our audit.
We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and OMB Circular A133, Audits of States, Local Governments, and Non-Profit Organizations. Those standards and OMB Circular A-133 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types ofcompliance requirements referred to above that could have a direct and material effect on a major Federal program occurred. An audit includes examining, on a test basis, evidence about the Candler County Board of Education's compliance with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion. O~ audit does not provide a legaldetermination on Candler County Board of Education's compliance with those requirements.
2002SA-IO
In our opinion, the Candler County Board of Education complied, in all material respects, with the requirements referred to above that are applicable to each of its major Federal programs for the year ended June 30, 2002.
Internal Control Over Compliance
The management of Candler County Board of Education is responsible for establishing and maintaining effective internal control over compliance with requirements of laws, regulations, contracts and grants applicable to Federal programs. In planning and performing our audit, we considered Candler County Board ofEducation's internal control over compliance with requirements that could have a direct and material effect on a major Federal program in order to determine our auditing procedures for the purpose of expressing our opinion on compliance and to test and report on internal control over compliance in accordance with OMB Circular A-B3.
Our consideration ofthe internal control over compliance would not necessarily disclose all matters in the internal control that might be material weaknesses. A material weakness is a condition in which the design or operation ofone or more ofthe internal control components does not reduce to a relatively low level of risk that noncompliance with applicable requirements of laws, regulations, contracts and grants that would be material in relation to a major Federal program being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over compliance and its operation that we consider to be material weaknesses.
This report is intended solely for the information and use of the management, members of the Candler County Board ofEducation, Federal awarding agencies and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties.
RWH:gp 2002SA-IO
Rus 11 W. Hinton State Auditor
SECTION III AUDITEE'S RESPONSE TO PRIOR YEAR FINDINGS AND QUESTIONED COSTS
CANDLER COUNTY BOARD OF EDUCATION AUDITEE'S RESPONSE
SUMMARY SCHEDULE OF PRIOR YEAR FINDINGS AND QUESTIONED COSTS
YEAR ENDED JUNE 30, 2002
PRIOR YEAR FINANCIAL STATEMENT FINDINGS AND QUESTIONED COSTS
'"
FINDING CONTROL NUMBER AND STATUS
FS-6211-00-02 " FS-6211-01-01
FS-6211-0 1-02
Further Action Not Warranted Previously Reported Corrective Action Implemented Unresolved - See Corrective ActionlResponses
CORRECTIVE ACTIONIRESPONSES
GENERAL FIXED ASSETS Failure to Maintain General Fixed Assets Account Group Finding Control Number: FS-6211-01-02
The Candler County School District will be adding the general fixed assets to the accounting system by the end of Fiscal Year 2003.
SECTION IV FINDINGS AND QUESTIONED COSTS
CANDLER COUNTY BOARD OF EDUCATION SCHEDULE OF FINDINGS AND QUESTIONED COSTS
YEAR ENDED JUNE 30, 2002
I SUMMARY OF AUDITOR'S RESULTS
1. Type of Report Issued on the Financial Statements The auditor's opinion on the Candler County Board ofEducation's fmancial statements was qualified for various departures from generally accepted accounting principles.
2. Reportable Conditions in Internal Control Disclosed by the Audit of the Financial Statements The audit report for the Candler County Board of Education disclosed a financial statement reportable condition related to the following control category.
General Fixed Assets
The reportable condition described above is considered to be a material weakness.
3. Noncompliance Material to the Financial Statements The audit of the Candler County Board of Education disclosed no instances of noncompliance that were deemed to be material to the financial statements.
4. Reportable Conditions in Internal Control Over Major Programs The audit report for the Candler County Board of Education did not disclose any reportable conditions in internal control over major programs.
5. Type of Report Issued on Compliance for Major Programs The auditor's opinion on the Candler County Board ofEducation's report on compliance with requirements applicable to major programs was unqualified.
6. Audit Findings Required to be Reported by Section .510(a) ofOMB Circular A-l33 The Candler County Board ofEducation's audit did not disclose audit findings required to be reported by section .510(a) ofOMB Circular A-l33.
7. Major Programs Federal awards audited as major programs are as follows: 10.553 Food and Nutrition Program - Food Services - School Breakfast Program 10.555 Food and Nutrition Program - Food Services - National School Lunch Program 10.559 Food and Nutrition Program - Food Services - Summer Food Service Program for Children 84.027 Individuals with Disabilities Education Act - Part B - Special Education Capacity Building Improvement 84.027 Individuals with Disabilities Education Act - Part B - Special Education Flow Through 84.173 Individuals with Disabilities Education Act - Part B - Special Education Preschool
- 1-
- - - - - - - -.-~----------
CANDLER COUNTY BOARD OF EDUCATION SCHEDULE OF FINDINGS AND QUESTIONED COSTS
YEAR ENDED JUNE 30, 2002
I SUMMARY OF AUDITOR'S RESULTS 8. Type "A" Program Dollar Threshold
The dollar threshold for type "A" programs was $300,000.00. 9. Low Risk Auditee
The Candler County Board of Education did not qualify as a low risk auditee as defined by Section .530 ofOMB Circular A-B3. IT FINANCIAL STATEMENT FINDINGS AND QUESTIONED COSTS GENERAL FIXED ASSETS Failure to Maintain General Fixed Assets Account Group Reportable Condition - Material Weakness Repeated From Prior Year Finding Control Number: FS-6211-02-01 The Candler County Board of Education did not maintain a system-wide General Fixed Assets Account Group within the formal accounting records as required by generally accepted accounting principles. This condition results in the general-purpose financial statements ofthe School District being incomplete and not in accordance with generally accepted accounting principles. Appropriate action should be taken by the School District to establish accounting controls and procedures to provide for maintenance of a General Fixed Assets Account Group. These subsidiary records should include an inventory of land, buildings and equipment owned by the School District and should include, but may not be limited to, date acquired, acquisition cost, estimated replacement cost, location and description. Detailed records should be maintained of all additions and deletions to the General Fixed Assets Account Group. III FEDERAL AWARD FINDINGS AND QUESTIONED COSTS No matters were reported.
- 2-