Text Box: TOWN OF CARY
UTILITY CAPITAL RESERVE SUMMARY
FISCAL YEAR 2009
Actual  Actual Actual  Estimated Budget 
2005 2006 2007 2008 2009
REVENUES
Investment Earnings 2,069,941 2,846,910 4,420,154 5,245,083 3,410,592
Unrealized Gains (Losses) on Investment Earnings (354,002) (324,251) 636,662 1,683,833 ---
Net Investment Earnings 1,715,939 2,522,659 5,056,816 6,928,916 3,410,592
Water Development Fee 2,885,047 7,002,518 7,559,520 8,688,139 9,017,419
Sewer Development Fee 3,604,141 8,633,450 8,362,886 8,506,606 10,809,344
Misc. Developer Payments 12,750 52,616 6,110 --- ---
TOTAL REVENUES 8,217,877 18,211,243 20,985,332 24,123,661 23,237,355
OTHER FINANCING SOURCES (USES)
    Water Projects Fund (889,408) (1,607,208) (4,525,983) (13,402,552) (11,170,590)
    Sewer Projects Fund (1,580,825) (6,300,344) (14,104,386) (10,922,962) (18,738,937)
         
TOTAL OTHER FINANCING
  SOURCES (USES) (2,470,233) (7,907,552) (18,630,369) (24,325,514) (29,909,527)
Net Income (Loss) 5,747,644 10,303,691 2,354,963 (201,853) (6,672,172)
Adjustment to Accrual 480,648 904,591 --- --- ---
Gain on Sale of Assets --- 102,300 --- --- ---
Net Income (Loss) Adjusted 6,228,292 11,310,582 2,354,963 (201,853) (6,672,172)
Net Assets-Start of Year 28,936,745 35,165,037 46,475,619 49,741,947 52,970,258
Fund Equity Transfer --- --- --- 2,338,665 ---
Transfer From Utility Fund - Morrisville --- --- --- 1,091,499 1,114,817
Transfer From Utility Fund   --- --- --- --- 858,738
Adjustment to Accrual --- --- 911,365 --- ---
* Net Assets-End of Year 35,165,037 46,475,619 49,741,947 52,970,258 48,271,641
   
* Fund Equity-End of Year 34,869,479 45,275,470 47,630,433 50,858,744 46,160,127
   
** Undesignated Fund Equity-End of Year 34,515,477 44,951,219 46,993,771 49,174,911 44,476,294
*  "Net Assets-End of Year" includes non-expendable accounting adjustments, while "Fund Equity-End of Year" represents 
    available cash reserves.
** "Undesignated Fund Equity - End of Year" represents fund equity available for future appropriation.