| TOWN OF CARY, NORTH CAROLINA |
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| UTILITY SYSTEMS
ENTERPRISE FUND |
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| SUB-FUND
COMBINING STATEMENT OF REVENUES, EXPENSES, |
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| AND CHANGES IN FUND NET
ASSETS |
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| For the Year Ended June
30, 2007 |
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| With
Comparative Totals For the Year Ended June 30, 2006 |
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| Schedule 9 |
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Utility System |
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Water |
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Sewer |
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Utility System |
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June 30, |
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Operations |
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Projects |
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Projects |
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Capital Reserve |
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2007 |
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2006 |
| OPERATING REVENUES |
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| Charges for Services |
$42,635,589 |
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--- |
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--- |
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--- |
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42,635,589 |
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36,437,686 |
| Other Operating Revenues |
1,903,886 |
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--- |
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--- |
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--- |
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1,903,886 |
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2,040,808 |
| Prop Oper Rev |
--- |
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--- |
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--- |
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--- |
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--- |
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--- |
| Prop Oper Rev |
--- |
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--- |
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--- |
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--- |
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--- |
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--- |
| Prop Oper Rev |
--- |
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--- |
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--- |
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--- |
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--- |
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--- |
| TOTAL OPERATING REVENUES |
44,539,475 |
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--- |
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--- |
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--- |
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44,539,475 |
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38,478,494 |
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| OPERATING EXPENSES |
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| Administrative |
4,182,558 |
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--- |
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--- |
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--- |
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4,182,558 |
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3,629,103 |
| Water Conservation |
307,765 |
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--- |
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--- |
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--- |
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307,765 |
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211,662 |
| Pretreatment |
334,947 |
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--- |
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--- |
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--- |
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334,947 |
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261,831 |
| Field Operations |
5,343,247 |
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--- |
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--- |
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--- |
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5,343,247 |
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4,191,560 |
| Utility Systems
Maintenance |
2,062,541 |
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--- |
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--- |
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--- |
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2,062,541 |
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1,676,954 |
| Water Reclamation
Facilities |
7,859,560 |
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7,859,560 |
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7,398,475 |
| Cary/Apex Water Treatment
Plant |
3,934,172 |
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3,934,172 |
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3,562,616 |
| Miscellaneous Utility
System Projects |
--- |
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555,323 |
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761,417 |
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--- |
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1,316,740 |
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912,727 |
| Depreciation |
8,847,248 |
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--- |
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--- |
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--- |
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8,847,248 |
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7,551,849 |
| Prop Oper Exp |
--- |
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--- |
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| Prop Oper Exp |
--- |
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--- |
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--- |
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| TOTAL OPERATING EXPENSES |
32,872,038 |
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555,323 |
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761,417 |
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--- |
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34,188,778 |
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29,396,777 |
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| OPERATING INCOME (LOSS) |
11,667,437 |
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(555,323) |
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(761,417) |
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--- |
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10,350,697 |
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9,081,717 |
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| NONOPERATING REVENUES
(EXPENSES) |
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| Water and Sewer
Development Fees |
--- |
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16,833,771 |
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16,833,771 |
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16,540,559 |
| Investment Earnings, net
of market adjustment |
2,256,338 |
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--- |
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--- |
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5,056,816 |
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7,313,154 |
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3,964,396 |
| Bond Proceeds |
--- |
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--- |
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--- |
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--- |
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--- |
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| Restricted
Intergovernmental Revenue |
--- |
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1,208,612 |
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--- |
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--- |
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1,208,612 |
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588,573 |
| Miscellaneous Revenue |
21,259 |
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47,150 |
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--- |
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6,110 |
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74,519 |
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77,847 |
| Reimbursements |
--- |
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--- |
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110,450 |
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--- |
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110,450 |
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41,050 |
| Prop Nonoper Rev |
--- |
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--- |
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--- |
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--- |
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| Interest Expense, net of
amount capitalized |
(3,859,029) |
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--- |
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--- |
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(3,859,029) |
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(3,777,812) |
| Bond Service Expense |
(76,015) |
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(76,015) |
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(74,777) |
| Bond Refunding Loss |
(78,135) |
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(78,135) |
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(65,218) |
| Developer Fee Credits Issued |
--- |
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--- |
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--- |
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--- |
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--- |
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| Sale of Capital Assets |
33,873 |
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113,520 |
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--- |
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--- |
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147,393 |
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110,071 |
| Morrisville Agreement |
--- |
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| Prop Nonoper Exp |
--- |
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| Prop Nonoper Exp |
--- |
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| TOTAL NONOPERATING
REVENUE (EXPENSE) |
(1,701,709) |
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1,369,282 |
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110,450 |
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21,896,697 |
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21,674,720 |
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17,404,689 |
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| INCOME (LOSS) BEFORE
TRANSFERS AND CAPITAL |
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| CONTRIBUTIONS |
9,965,728 |
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813,959 |
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(650,967) |
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21,896,697 |
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32,025,417 |
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26,486,406 |
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| Capital Contributions |
7,338,173 |
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--- |
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7,338,173 |
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10,446,348 |
| Transfers In |
--- |
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| Transfers Out |
--- |
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(149,932) |
| Transfers Between
Sub-Funds |
(1,000,000) |
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5,525,983 |
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14,104,386 |
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(18,630,369) |
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--- |
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| Other (Prop) |
--- |
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| Special items |
--- |
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| Extraordinary items |
--- |
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| CHANGE IN NET ASSETS,
Before Special Item |
16,303,901 |
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6,339,942 |
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13,453,419 |
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3,266,328 |
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39,363,590 |
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36,782,822 |
| SPECIAL ITEM - Morrisville Merger |
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39,380,705 |
| CHANGE IN NET ASSETS,
After Special Item |
16,303,901 |
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6,339,942 |
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13,453,419 |
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3,266,328 |
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39,363,590 |
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76,163,527 |
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| TOTAL NET ASSETS -
Beginning of Year |
265,401,148 |
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24,559,236 |
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37,235,402 |
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46,475,619 |
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373,671,405 |
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297,507,878 |
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| Reclassifications: |
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| Reclassification of
Long-term Debt |
(24,682,453) |
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24,682,453
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| Reclassification of
Capital Assets Transferred from |
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| Construction-in-Progress |
16,998,566 |
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(3,058,116) |
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(13,940,450) |
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--- |
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| TOTAL NET ASSETS - End of
Year |
$274,021,162
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27,841,062 |
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61,430,824
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49,741,947 |
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413,034,995 |
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373,671,405 |
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