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1971 - Comp. Annual Financial Report I I I I I I I I I I I I I I I I I I I --00000-- AUDITED FINANCIAL STATEMENTS AND OTHER FINANCIAL INFORMATION VILLAGE OF SHOREWOOD, MINNESOTA -LIQUORFUND December 31, 1971 --00000-- _.- - C""l -::t u") \0 ~ <ll p., r-- . ti'l . 0 Z Z ~ H ~ H H I <ll ti'l f I ti'l ril 0 , 0 H p., 0 0 Z e:::l 0 0 ril ~ ~ 0 0 H . 0 0 6 z H H 0 I 0 <ll l:) , i CJ H H ~ f H ~ .. H en en H .. H 0 e:::l r>:.. z z p., ~ 0 ~ Z H ~ J:-I H ril ti'l ~ H . H 0 ti'l ti'l <ll ~ l:) z t5 H H Z H 0 Z ti'l 0 ~ ~ ~ r>:.. ~ p., Z ~ ~ H H r>:.. ril CJ H ~ CJ CJ - r>:.. r>:.. r>:.. ~ ti'l 0 0 0 H Z H U 0 ~ Z H H H Z H ~ Z Z Z ~ E-i r=.. ~ ~ ~ <ll H ~ e:::l g r:<::l ~ r:<::l tx.. ~ ~ E-t ~ ~ <ll <ll H l:) E-t E-t E-t ~ e:::l <ll ti'l ti'l ti'l r:<::l ~ 0 ----_._--- - -- - - -- I I I I I I I I I I I I I I I I I I I ERNST & ERNST FIR S T N AT ION A L BAN K B L D G. MINNEAPOLIS, MINN. 55402 ACCOUNTANTS' REPORT The Village Council Village of Shorewood, Minnesota We have examined the statement of financial position of the Village of Shorewood - Liquor Fund as of December 31, 1971 and the related statements of earnings and retained earnings and changes in financial position for the year then ended. Our examination was made in accordance with generally accepted auditing standards, and accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. In our opinion, the accompanying statements of financial position and earnings and retained earnings and changes in financial position present fairly the financial position of the Village of Shorewood -Liquor Fund at December 31, 1971 and the results of its operations, changes in financial position and changes in fund balance for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. Minneapolis, Minnesota May 8, 1972 -3- I I I I I I I I I I I I I I I I I I I STATEMENT OF FINANCIAL POSITION VILLAGE OFSHOREWOOD -LIQUOR FUND December 31 1971 1970 $ 7,322.93 $ 6,115.65 874.60 998.22 889.67 814.07 TOTAL CURRENT LIABILITIES $ 9,087.20 $ 7,927.94 83,945.04 90,235.11 $93,032.24 $98,163.05 ASSETS CURRENT ASSETS Cash Savings certificates Accounts receivable from General Fund Inventory - at the lower of cost (first-in, first-out method) or market Prepaid expenses $14,144.97 28,500.00 244. 82 39,004.64 2,510.97 $84,405.40 TOTAL CURRENT ASSETS FIXTURES AND EQUIPMENT - on the basis of cost Furniture, fixtures and equipment Leasehold improvements Allowances for depreciation (deduction) $17,558.68 3,427.99 ( 12,359.83) $ 8,626.84 $93,032.24 LIABILITIES AND FUND BALANCE CURRENT LIABILITIES Accounts payable Salaries, payroll taxes and pension contribution State sales tax . FUND BALANCE Retained earnings $17,253.12 33,500.00 35,712.28 1,415.92 $87,881. 32 $17, 364. 18 3,427.99 ( 10,510.44) $10,281. 73 $98,163.05 _!J._ I I I I I I I I I I I I I I I I I I I STATEMENT OF EARNINGS AND RETAINED EARNINGS VILLAGE OF SHOREWOOD -LIQUOR FUND Net sales: Liquor and wine Beer Miscellaneous Cost of products sold: Inventory at beginning of year Purchases, less discounts Less inventory at end of year GROSS MARGIN Operating expenses: Salaries Payroll taxes and employee benefits Rent Light and power Telephone Insurance Depreciation Accounting and auditing Bad debts Supplies Office expense Repairs Other Interest income NET EARNINGS Retained earnings at beginning of year Less transfers to General Fund RETAINED EARNINGS AT END OF YEAR Year Ended December 31 1971 1970 $153,235.24 $185,422.02 51,528.26 55,018.55 15,073.10 15,326.73 $ 219, 836. 60 $255,767.30 $35,712.28 $35,398.95 171,076.39 197,509.25 $206,788.67 $232,908.20 39,004.64 35,712.28 .. $167,784.03 $197,195.92 $ 52,052.57 $ 58,571. 38 $ 25,913.24 $ 24,731.20 3,715.76 3,515.00 6,180.30 6,525.50 1,691.09 1,663.98 297.20 310.38 4,567.91 3,255.75 1,849.39 1,918.36 3,050.00 3,050.00 216.84 203.17 488.36 691.26 297.16 245.01 146.32 507. 61 541. 57 347 . 86 $ 48,955.14 $ 46,965.08 $ 3,097.43 $ 11,606.30 1,612.50 2,612.50 $ 4,709.93 $ 14,218.80 90,235.11 136,016.31 $ 94,945.04 $150,235.11 11,000.00 60,000.00 $ 83,945.04 $ 90,235.11 - ,,- I I I I I I I I I I I I I I I I I I I STATEMENT OF CHANGES IN FINANCIAL POSITION VILLAGE OFSHOREWOOD -LIQUORFUND SOURCE OF WORKING CAPITAL Net earnings for the year Provision for depreciation (straight 1 ine method) not requiring outlay of current working cap i tal APPLICATION OF WORKING CAPITAL Additions to fixtures and equipment Transfers to general fund December 31 1971 1970 $ 4,709.93 $ 14,218.80 1,849.39 1,918.36 TOTAL FROM OPERATIONS $ 6,559.32 $ 16,.137.16 DECREASE IN WORKING CAPITAL INCREASE (DECREASE) IN WORKING CAPITAL, BYcCQMP0NENT Cash Savings certificates Accounts receivable for Inventory Prepaid expenses Accounts payable Salaries, payroll taxes and pension contribution State sales tax $ 194.50 11,000.00 $11,194.50 .$ 4,635.18 $ 69 . 95 60,000.00 $ 60,069.95 $ 43,932.79 ($ 3,.108.15) ($ 4,422.39) ( 5,000.00) ( 40,000.00) general fund 244.82 3,292.36 313.33 1,095.05 ( 1,694.78) ( 1,207.28) 1,596.51 Working capital at beginning of year DECREASE IN WORKING CAPITAL WORKING CAPITAL AT END OF YEAR 123.62 ( 10.01) ( 75. 60) 284.55 $ 4,635.18 $ 43,932.79 79,953.38 123,886.17 $75,318.20 $ 79,953.38 -6- I I I I I I I I I I I I I I I I I I I OTHER FINANCIAL INFORMATION I I I I I I I I I I I I I I I I I I I ERNST & ERNST FIR ST. N AT ION A L BAN K B LOG. MINNEAPOLIS, MINN. 55402 EXAMINATION COMMENTS Village of Shorewood, Minnesota The audited financial statements of the Village of Shorewood - Liquor Fund and our report thereon are presented in the preceding section nf this report. The following comments relate to the details of the scope of our examination and our review of accounting procedures and internal controls. SCOPE OF EXAMINATION The examination comments in the other financial information included with the audited statement of receipts and disbursements of the various funds of the Village of Shorewood of the same date cover the scope of our procedures in the area of cash, cash transactions and certain other areas. We observed the taking of the year-end physical inventory and recorded test counts which were subsequently traced to the inventory listings. Inventory pricing was supported on a test basis by reference to vendors' invoices. Clerical accuracy of the year-end inventory was verified on a test basis. We also tested the accounts payable cutoff. We tested the retail inventory control system and observed that it is functioning properly. We reviewed the property accounts and additions for the year were supported on a test basis. The provision for depreciation for the year was reviewed and tested. Accounts payable at year-end were supported by direct correspondence with ven- dors on a test basis and by sighting documentary evidence. Amounts due to the Public Employees Retirement Association and for FICA taxes were analyzed and adju~ted to the required amounts. Sales were reconciled to cash receipts, and other accounts were tested and supported as deemed necessary. We reviewed the internal controls and accounting procedures used at the village hall, at the liquor store and by the public accountant who assists the Village Clerk. Minneapolis, Minnesota May 8, 1972 -7-