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1971 Audit/Financial Liquor 1 1 1 1 1 1 it VILLAGE O1' MQN'CLCELL.O Wri. ~ht:. Count Mi.nne5i>t.a MUNICIPAL LLQUOR STORE December 31, 1971. TABLE OF CONTENTS Pa~E, Opinion ~ Exhibits A Statement of Assets, Liabilities and Surplus 2 g Comparative Operating Statement for Three Months Ended December 31, 1971 and 1970 3 C Comparative Operating Statement far Twelve Months Ended Uecember 31, 1971 and 1970 4 U Other Income and Expense SchE~du lc~s _. 1 Insurance Coverage 6 2 Funds 5t<~tement 7 Comments B_9 1 ' T a the Villa ge Council Village of Mont iceLlo Wright County, Minnesota In accordance with your recluest, wE: hAVe f?xamined the statement of assets, liabilities .end surplus c)f the ManticE?llo Municipal Liquor Stor e as of I)E~c•c:mbc:r ,; .1, 1471, and the related operating statement fc)r th ~ f year then ended. Our examination was made in Acc.urdFirlCf' with generally Accepted ii auc tirlg standards and ac:cc)rciin~;ly in(:.ludf;d such tests of the accounting; recc~rcis ~)nci such other auditing; procedures ' as we consi(kcred rlec(~s5r:lry in thy' (' Lr(-U~II.ti'tarlces. 7'he vi.ll<rge has t)eert named defEnclent in tw(.) lclwsuit.s, one involving the de th ' a c,)f an iruiivirlual. At t.:his time, there is no indication as t.o any liabilities which tarry exisk. In our ok)inian, subject to Che rrb(~ve c:'omui(~nt-, eh(~ accnmpr~nying; ,~;t.at:ement c)f assets, 1iar,il.Itie~s and suri~ius And thc? re latc~d opfyrat ink; .~t~rt(~nicnt ) ' 1 r(~;;erlt fairly lh(~ firlcln('ial p(lyltiUrl ()f ti]C' Mallti('.E:ll(> Mtllll ('l )ai i i S . i . gllc)C' toic? At December 31, 1471, Find the' rE~srrlts c)f it r; aperAt:ions for' the year then ended, in (:c~nfc)rrni ty wit.h generally accepted acc atrrlting; Prirrcil)lcts ai)pli(~(i on a basis (:ansistErtlt with that of th • e pre( (.ding; year. ~ 5f~ OHI) ANl) 'SOC IATES Ce~rt.ifiE~d 1•'ubli ' c Ar..courrt<ll,ts JAnuary 18, 1472 t -L- VILLAGE OF MONTTCELLO Wright. Count, Minnesota Exhibit, A ' ^ MUNICIPAL LIQUOR STORI: STATEMENT OF ASSE'T'S, LIABILITIES AND EQIITTY December 31, 1971 ASSETS ' Current Assets Petky cash $ 11.8,69 Change fund 2,000.48 ' Cash in bank 27,683.10 Investments 59,077.14 Merchandise inventory 3$,542.47 I Total Current Assets !~ $ 1.27,421.88 Fixed Assets Cost Keserve Net Parking lot $ 3,800.00 $ 3,800,00 Building and improvements 49,824.73 $ 12,715.42 37,109.31. Furniture, fixtures and ' e u r men t q p 900.58 231 432.31 31 8 468.27 ~~ _ Total Fixed Assets 525 31 $ 36 147 7.3 _.. ~ _... _ _ ~..~.F _..~_..._ 49 377.58 , . Other Assets Prepaid insurance - 2,172.S~i ` TO'T'AL ASSETS $ 178 972.:31 LIABILITIES AND SURPLUS Current Liabilities ' Contract payable -liquor store construct;ian $ 440,00 Ar.crued payroll. taxes 1,740.98 Accrued sales tax 1 457.91 Total Current Liabilities $ 3,6;38,80 Sur 1us Balance January 1, 1971 $ 157,341,01 ' Net income for twelve monkhs ended 12-31-71 42,055,66 $~ 199,396.67 Less: 'T'ransfers out $ 20,000.00 Reimbursement to General Fund for Administrative costs 4,063.2ri 24,063.25 Total. Surplus ~~ 175 333.41 TOTAT, LIABTIITIES AND 5I)KP~,i)S 1.78.r)72..31_ ~ _ -2- N ,..., ..~ N c+~ c t J N ~O Q~ N d N :;' t!1 Op P r1 ~1 O M M N • d .OON n ~Och y. c+'~ • n r H • • M .-1 ri N rJ ~1 v] • • • n 00 O n • • aD C~ .-~1 • n ~--~ - N ~ ' M N ~+ '"'i '"'I L"+ a r-I ,--~ N r--I tf1 .p r-I 4l1 r 1 a H d v ro n vi ~ H rl a o W it O r-I n oD t7p c.7 r-I ~O u'1 c!1 ~ ~ ~ c'1 ' u`1 ' Q` rN-1 Z 7 ~ U'1 1~ N ry er rl 0p u" i ~ cr1 n c+1 r 1 ~ n ~ t>` oD ~+ ui ~p u0 • • ~ • ,--I n ~f1 ' ' .7' -a C''1 C7 ~ f r-I . ~ -I N H oD O N Cri .n f~ N N ~"1 FQ N i!1 n CO N ~i ~ , ~' ^ ~ O a0 N ~ ~ n .--I .--I w ~ d a+ r-1 O O ~ •~ ~ a n N d N~ n n N ~ N N ~ "--1 U N r„{ r-I r-~ N ~~' ~ a ~ ~ rn ~. V5. V; ~ b S-1 ~i U" W tr} tri g t/} t,} ,Y} <!y~ Y .D O O~ 4 OD -~ n N C7 n N u"r e+l O N1 ' 'd ~ M n ~' n c+1 ~D .D d ~ ~ . 1 ~p n u't H DO O N n ~? 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F, checks 428.48 $ -0- $ 266.38 $ 266.3t~ Total Other Expense $ 428.48 $ -0- $_ 266.38 $ 266.8 -5- VILLAGE OF MONTICELLO Schedule 1 Wri ht Cnunt Minnesota ' MUNICIPAL LIQUOR 5'I'ORE TNSURANCE COVERAGE Aecember 31, 1971 ' Amount T e of Cavern e Owners liability and liquor liability Bodily injury $ 50,000.00 ' Each person Each occurrence 100,000.00 property damage 50,000.00 Bodily injury 50,000.00 Excess liquor liability Each person Each occurrence 100,000.00 Fire and lightning, extended coverage vandalism and malicious mischief Contents 44,000.00 90% co-insurance Fire and lightning, extended coverage ' vandalism and malicious mischief Building and 80% ca-insurance permanent fixtures 44,000.00 Tnside premises $,000.00 Money and securities -theft 8 000.00 Outside premises ~ Merchantile open stock Burglary and robbery Stock -limit 7,500.00 40°/ co-insurance Liability 100,000.00 Workmen's compensation Manager and all employees 2,500.00 Public Employees blanket bond -~- 1 1 1 1 1 1 1 1 $ 800.00 24 063.25 24 863.25 13 467 9_.6 $ 118.69 2,000.48 27,683.10 59.077.14 $ 88,879.41 $ 18.45 1,678.28 18,056.85 55 657.87 75,411.45 13 467.96 VILLAGE OF MONTICELLO 5ch~:dule 2 Wri ht Count Minnesota MUNICIPAL LIQUOR STORE FUNDS STATEMENT For Year Ended December 31, 1971 Funds = Cash Funds Generated _B~: Net income from operations $ 42,055.6Ei Add: Nan-cash expense charged against income this year Depxeciation $ 2,793.11 Accaunts payable at I2-31-71 440.00 Accrued payroll taxes at 12-31-71 1,740.98 Accrued sales tax at 12-31-71 1,457.91 Prepaid insurance at 1-1-71 2,113.78 Inventory 1-1-71 31,3.5_7.45 39 903.23 f $ 8].,958.89 Deduct: Cash expenditures this year not charg~:d against income this year Prepaid insurance at 12-31-71 $ 2,172.85 Accounts payable at 1-1-71 91.00 Accrued payroll taxes at 1-1-71 1,791.34 Accrued employee benefits at 1-1-71 15.52 Accrued sales tax at 1-1-71 1,014.50 Inventory at 12-31-71 _ 38,542.47 43 627.68 Total Funds Generated $ 38,331.21 Funds Were A lied Ta: Purchase of fixed assets Transfers out to other Funds INCREASE IN CASH BALANCES Cash Balances at 12-31-71 Petty cash Change Fund Cash in bank Investments Cash Balances at 1-1-71 Petty cash Change fund Cash in bank Lnvestments INCREASE IN CASH BALANCES _7_ ~~i 1 1 n 1 VILLAGE OF MONTICELLO Wri ht Count Minnesota MUNICIPAL LIQUOR STORK December 31, 1971 COMMENTS In addition to the regular audit report as indexed an the preceding pages, we are submitting the following comments which we hope will assist you in the management of your municipality. 1. Invoice classification errors continue to be a troublesome area for the liquor store operations. As was indicated last year, we suggested that the invoices be classified as they come from the liquor store so that someone familiar with the merchandise purchased would allocate it to the proper cost account. Much improvement could be made in this area, In addition problems have been encountered with duplicate payment of invoices, errors in the computation of sales tax, attars in the postings of journal entries, improper invoice cutoffs, etc. A11 of these cause an extension of our regular audit procedures and result in a mare costly audit. Care should be taken in the future so that these problems can be eliminated. 2. Bad checks continue to be major problem area for the liquor store. A definite attempt should be made to tighten this area dawn. In addition, we feel that the practice of holding checks in order for them to become good should be discontinued. ''T'his practice only encourages the bad check writer to cantinue his practices, while at ' the same time it subjects the liquor stare to even a greater chance of loss. 3. Care should be taken so that the inventory doesn't become unduly burdened with slaw moving items. We should also he careful that we don't have too much variety of selection for same of the slower moving items. 4. A definite imprvvement in the area of labor and operating expenses is noted in the final quarter of 1971. This is the area that ' has to be kept in line when faced with a situation where the dollar volume of sales has remained constant from 197p to 1971. The operating expenses, fueled by inflation, have a tendency to eat. up the profits ' at an increasing rate as these conditions prevailo It is worth noting that 1971 marks the second straight year in which the dollar volume of "on sale" sales has dropped. Although our ' actual grass profit percentages have improved considerably within the "off" and "on" departments during 1971, we must remember that as the ratio of the "off" sales to the fatal sales becomes greater (as when the dal.lar. volume of the "on" sales drops), then the overall gross profit percentage must drop. This is true because the "off" sales generate a much lower gross profit margin than do the "on" sales. In other words, it takes many mare dollars of "off" sales than "an" sales to generate the same ' amount of gross income. We must, therefore., appreciate the significance of the "on" sale operation, and interpret the declining sales trend ' accordingly. -$- ' VILLAGE OF MONTICELLO Wri ht Count Minnesota ' MUNICIPAL LIQUOR STORE December 31, 1971 (Continued) COMMENTS The operating expenses which we recommended to be reviewed in the September 1971 meeting, were wages, supplies, ' store expense and cleaning as well as insurance. It would appear from the fourth quarter results that we are headed in the right direction in these areas. 1 1 1 1 1 7 1 ..g_ ~ I I..LAGE UI~' MUti`TiCELI.U Itil i~`;'•G ~'r~unt~,, ~linrtc~ot,a III ti1.CiP.AL Li(,~IiOR SL'URf' ',"ABLE Or' C01TE'VTS F'a~,c. Opi;~1:-. Exflibit A Statement of Assets, Liahiiities and Equi.t~ 2 R Cc~mparat ive Operat ink; Statement f~~r Thrr=e Months Ended March 37~ 191 and 1.9 `D 3 GiI :,:YS .~'•N NS^~r •ti=. - .~ 4TES • ~!;° c r- - p~.. w~TAN~c I1 - - I'o the Village CUUni i 1 Village of Monticello w-right C~~ursty, hlinn~~.~ota In accordance with your request., we have etiar.;ined tyre states:Vent of assets, 1 iabili.ties :.end surplus of the Monticello Municipal Liquor Store as of March 31, 1911, and the related operating statement for the three months then ended. Our exami.nat.ion was made in accordance with generally- <.rrccpted :ir.iditing standard: ar.cl accordingly included such test: of the: accounting reic:~rds and such other auditing procedures as we considered necessary ire the circus:.stances. The village has been named defendent in two lawsuits, one involving the death of an individual. At this tune, there i.s no indication as to any liabilities which may exist. In our opinion, subject to the above comment, the accompanying statement of assets, liabilities and surplus and the related operating statement present fairly the financial posi.ti.on of the Mont:icella Muricipal Liquor Store a± March 31, 19;1, and the results of its operations for the three months then ended, in conformity with generally accepted accounting principles applied on a has is con°~istent with that ~f the preceding yr:ar. i ~ C• ~;YS ;: )HN5O[v ADD AS=:Ot: (A'I'LS Cer f~aed Puhl is Accoiant.ants April. r, 1`71 ,RUB'S ~OHti50N ww~ A550C~ATES ~ CERTIFIED PU6LIC Af:.~~. -. "` _ r.~rl [ i, i t. A .~ ILI.AGE 'JF ~"1~'T' 1 I .l~.(.l. J Wri ~ht. Cu~_n~ °•1 i n,l~- . ,t.u ML'vl~IPP_L LZQt:(1}' :;'Iril,L• STA1'EMEN'I OF ASSETS, L1P.B 11,1'f' I t''; ANU SURPLUS March 31, 1'i :' I ASSETS Current Assets Pe+_ ty ca:;h Change fund Casl; in bank - checking Certificate of deposit Time saving certificates Merchandise inventory Total C~i ~ rent Asset. _, Ac~ c. urn u l a t e cl CUSI_ tJE{)reC 1dt1UT7 t'1Xed ASSEtS ~' "i Parking -1,~t a ,~sOU.QU Bui~ding and improve:- menu 4c),824. 3 ~ 1]..,'%.31.52 1'urnit~~re, fixt~.ires and equ i-l~'"^en t i ] 900.58 21 321.10 't'otal fixed Assets 85 525.31 ~~-34 0~.~ >?•F'2 Other As:~ets Prepaid insurance Deferred T:aintenance contracts -cash registers Due from distributors Due from state -overpayment of withholding Total Other Assets TOTAL ASSETS LLABILI'I'IES AtiD S[.[KPLUS Current Liabilities Accounts pay~ahle p,ccrucd pati r:~l 1. taxes Contract::, pa~'alilc -l iquor store cony true tion Acc rue=d :=al.e~ tax Tot.a1_ Current Liabilities $ ~ ~ 1, Z,OC16, I ~, 19,057.0(1 6,46"i.f,7 5U, 294. f~'~ 3'3, i6~i.~.% tic: t 3,800.00 38,U9~.21 9.579.48 111,187.41 51,472.69 5,762.89 111..60 426.71 157.20 6.458.40 1,554.59 1,802.,2 440. U0 ~'SEi.`i0 Sur lus $ 157,341..01 Bala.i~.e January 1, 19iU 7 223.3 Net income for three month:; ended 'larch 31, 1911 'Total Surplus TOTAL. LIABILI'Ti.ES AND ST_'KPLUS Note: A pledge in the amount of $20,000.00 to the General Improvement Sinking; Fund had been made for the year 19 1, however, these funds have not hec?n transferred as of this date. S~_ 169.118.50 $ 4,.754.1.1 164.564.39 ~ 1h9,118.5~ RuYS J6HNSQN wNe ASS4CI RTES ~ ERYIi'iE0 PU6LIG ACCOUNYANTS I ~ „ !..1 ..i 1._ r W crJ F-' ~, ro w i U JJ ~ ~-J r1 I W ~ Ci', W .~ ~i, ! O H ~ I ~ w F-' ~ L~ (_, ,~ C: fn F-~ rn t_1 ..1 ~ ~, [~ C7 r~ ;~ 1., d H H li r +~ ~ G (:~ .7 ,-1 W W O ~; G.. ~r_1 ao ~' H ,~ J-J L) W wJ s' ri ;~ H !,( ~ H r- ri ~J ~ p ~ _ ] w G C,~ rr1 n0 C'7 t o Irl ~ n~ ,~~ r`. t S> ' (,.J , r", tn- 7 ~ s , rl C ~ r'] I • ('~ (• t ..t ~--~ rri r cn I' ~ rT ~ I n ~:~ r, .,C? .,~7 r"l (X, lr) I I ~) ~_T O Q~ h•1 rr~ ~_ ~ .~ r• r,J t M ~• N ~ ~ r-J ~ f' . 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M 1 • o ,lµl Uri .~ CYl r7r• 4~ N CT N O ~ Xl ~T I"~-+ ~ N ...* vl ~p tX) Q (~ ~? O C~ CX.1 lT N I.... O J ~ .n C7 ,n ,~~ T t~ 1 ,.z~ . O I"• O ,n 1 N --- C? rn M r-a r•'1 G ~~, .. .. .. .. .. .. .. ,~ i? (. , +J w q) rn rl ul u, >•+ O ro U rX7 cr} (X} rn cn crJ ir>- cr} cn •II ,.I , cu ~ ~ V1 O~ r-J C7 C ~, (_? I r-I tXl UO ~ In ~n I - tx) r-J I ~T .x') .n o I (s+ ,~ M ...t C7~ r.,J r,..J .X') M M N I' •,D i n . a r~ ~ I~ ~- M ~ C1 ~n t o ..I r~•, c, c? rx) a .. .. ~ ~ ~ ` : M .~ , rr) ri, rn rrr cr) < cf~ +~ Ul ~. (ll (ll ~ f ) (~ [~ ~., w O ~ ~ G f ... ~ N Lrl ~.L) rn o on -.~ rr, rl r- o o~ r rV (Xl `O I' r-I r-1 r•'1 N I crl .. v I.n hl ,C U) U rf, <? Y-I O U ctl S~ G ~y C7 H cr)- crJ-I 'O a~ r- ~ cY) ~-t "U CJ .O O r.r, W O .-a p ~a p (r) p ~n In I . o In r•l 4-I w n G vJ N T+ 'r O ~' w ~ v) w--I O ro w 4; rr~ <n irr a ,~ ~D ,~, rl a~ ~,.I In In N y-I I ~ • N Q~ rT O N ~D v] ~n ~, [x1 -a r c~ r-~ nl I n U) rr> .--I t w r--i ro v] <n v> .nor-, I In C7 ~n rn ~ In ~ .-~ ~~ nl ~ U! G w Q) r-i ( J ro } r ~ I.... R+ F . ~~ ~~ cz> -7 r+l [n r .. .--i u? I n rl N O c70 ~ r-~. I`-. r.J uC) .C: U N Irl N rl y -I (~ ro rn O ~, O U C G 'O ~ r -I yr rn- w •~ G ~ r - r.. In w ,t) rn O N V) rX) r'1 ~U cXl ~ N N ~ •7 l., f . ra ~'. w I ty U ~, u1 ~ ~ ~ ~, ,. W I--I n7 w cu ; ~ w U Cs. • a) ~ V1 U J) h0 f" p.l C~ cU O L.,,.1 ' , w w w i~ q In ,n u, v1 J~ G ~~ c u cn C; ; ~ ~, rn ~J •n u) C: wl ~.n w r_J ,-, +~ i.': •.a c l .1: G In ~,...i I i v. -O rn -r, ro o ~ u, ,n w v1 , + ,-~ v., ~, , ro ro H ~ t-: w . , . , .r G c. rn U ~ uJ ~. ;3 w w w w w k~ n ti~ C` ,n t; w ~ , a, ctl ~+-, rc1 V1 t~ O w O r,) •~ ,n ~-+ ~ L C (.' w 4) t. cJ ~ u O i i1 ~ ro t/ ro ro +~ to ro m w „~ c~ u) o -. ~ •~ ;~ v w f. -_ m -- _. ,~ O >•+ O 41 O 4 C? O U ~ •• O •.•i v) +J N w ~ w 4~.r ~ ?-~ U .. •^ ~ = ~ - O - ;~ .... ro _7 s~ u F ~ ~ ~ w E~ [ -~ o u ~ E-+ ,.) w .~ 1~ ~+ ~ w -~ G ~ . ;- - -, , r7 F- := = ~ ' ._ --• .. c/) Q• w ~ rd O" tL ,C" .~ H cn ctl t>U t,D O O 1~ C% r-a to f7 rr) p• ~. p. C1. ~ v' ~ r W f r,-, ~aao .-IrgU roar-I tv ;~arncn cnr~., ~iw .-.a~ r~wf-Jawy~ - ~..'~ : la-, O G p G ~' _. O _.... _. -- -- __ _ --- +-' ~ - - II f `~ i LI.AGE OF MO''1 1'.I:LLO Wr i ~ ll! County. M i rlnesc,~a MI~NI(:iF'AL L1(11,(_JI< STORF~ TABLE OE' CON'TENT'S Opinion Exhibit Pale 1 A Statement of Assets, Liabilities and Equity 2 B Operating Statement for Six Months Ended June 30, 1971 and Three Months Ended June 3U, 1971 3 GF+uVS ~:_rvNSON nr, :. ASSOCIAI'F •, CERT'FIEC P~,~pLIC AL`CQIiNTANTS To the Villa~c (:~~unc i 1 Village of Montic,ci lu w'right County, Minlle~~ut.a In accordance with your request, we have exarni_ned the statement. of assets, liabilities and surplt,is of~ the Monticello Municipal Liquor Store as of. June 30, 1971, and the related operating statement for the six months then ended. Our examination was made in accordance with generally accepted auditing standards acrd accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circurnstanc.es. The village has been nar:,ed defendent in two lawsuits, one involving the death of an individual. At, this time, there is no indication as to any liabilities which may exist. In our opinion, subject to the above comment, the accompanying statement of assets, liabilities and surplus and the related operating statement present fairly the financial position of the Monticello Municipal Liquor Store at June 30, 1971, and the results of its operations for the six months then ended, in conformity with genera l.l~• accepted accounting principles applied on a basis consistent with that of the preceding near. GRI:I~~OHNSON AtiI) P:SSOClA'i'ES Certif ed Public Accountants ?uly 14, l`a- l -1- GRUVS. JOHN S~.~N ~+~~,~. A$5OCIATES CERTI FIEF PU6LIC ACCOUNTANTS. V 1LL.q~E 01 '~f0'~T ICr:Ll.c~ Exh i h i t .4 h~ri-ht r:ount•~, Minnesota MUNIr:IPAL LIQi:OR STORE STATEMENT OF' A`:;,;h:'1S, LIABILITIES AND 5CiRPI,I;;. .Dine 30, 1971 ASSETS Current Asst is Petty cash $ 97,54 Change fund 2,UU0,26 Cash in bank -checking 6,713.46 Certificate of deposit f,,544.4b Time saving certificates 51,(~~s.3.00 Merchandise inventory 38,502.35 Total Current Assets $ 104,941..07 Accumulated Fixed Assets Cost Depreciatian_ Net Parking -lot $ 3,800.00 $ 3,800.00 Building and improvements 49,824.73 $ 12,059.52 37,765,21 Furniture, fixtures and equipment Y 31,900.58 22,691.10 _ 9,209.48 ~ ~ Total Fixed Assets ,~ 85,52.5.31 5~~4,750.62. 50,774.69 Other Assets Prepaid insurance $ 4,859.b8 Deferred maintenance contracts -cash registers 104.40 Due from distributors 383.60 Advance to general fund 15,300.00 Total Other Assets 20,647.68 TOTAL ASSETS $_ 17b,363.44 LIABILITIES AND SURPLUS Current Liabilities Accounts payable $ 2,639.99 Accrued payroll taxes 2,672.49 C'ontrac.t payable -liquor store construction 440.00 .Accrue_d sales tax 915.38 Total Current Liabilities $ 6,667.86 SurE~lus Balance Januar•~ 1, 1971 $ 157, 341.07. Net income for six months ended June 30, 1971 1~1 41.82 $ l'S,~58.83 Less: Transfers out $ 2,000.00 Reimbursement to General Fund for Administrative Costs 4 063.25 ti Of>3.25 Total. Surplus 169695.58 'T'OTAL LIABILITIES AND Sl'RPLL'S $ 17b,.363.44 ?Vote: A pledge in the amount of $20,000.00 to the General Improvement Sirrking Fund has been made for the ~•ear 1.971; at this date $2,000.00 has been t.ransferr~rl. .,in; +5 JONNSGN nti [: 45~.~`~ i •r r l •, • CEA~ ii' ILU P'J EiLiC At'i'U ~'N1 4Nrti ~I W J-J .~ ~~ X w I ~I I ro ~ cr) , .1 v O E-~ w v ~ w G) G r-+ G ~ a te, °~ 2. ~ C/J [z. ~ ~l ° ~ a ~ c) H E-~ ~ ~ U I 1--+ u ~ W ~ ~ ,~ O ,~ ~.- .----.. - --- - - ._ o -_--.. - In a, ~ ,x, ~ ~,..) ~ CT+ rn .-a en ~ ~ ~ N N r--. ~ ffl t~ O r._- O `O , ~I Q• --r N o~ N t N ~l ~p O O ~~c) f n ~D ,-I in rl crl .~ N fYl ~-1 J! V1 C a ~ ~ v ~ v d ~+ ~ In O ~-7 =7 t ~b ~~ N cT rJ t f n 6~ ix.) ~ ~ rn r ~ ~ r- r - up ..:t r_ O `o r'1 p, r'1 In r--- ' CO fn cn ~' c • rl Ir rl nO ~ ,-•~ `~"' '-1 ~ ~ ~ In ,--+ r+ ~•+ ~a Q~ ~ n Itl O O fr1 ~ IN N O ~ N ~ V) ~ ~ ~~ r'1 fn d ~. O U v ~ G ~ <n vJ- <rr rn t 1 rn ~ ' r.l O~ r- r-_ ~n o o O O ~ n O ~. x ~ ~ O ~ in ~ O O ~ Q N f-~ O'~ rn ~ -~ cn N ~ b N 1 c . D ~ nci . M b (X1 r-I M N (Yl : N~ N • Q • r{ ~ ,--I d~ 1 c''1 tT ()O r'- ~ ~D tT o . D Q1 • I- N ~D P~ IIl N N ~ c+•1 an O ~ I. 1- a, In ~ ~ - . ~ , r., .d cn a~ ~p c~ ) ~ ~ ~ ~ ~ ~ CS, O + r• .D to .D cYl r+ rl ~ C: r -~ N O~ ~ cx~ nC N 1`- O ~ ~ in ul ~D N .. w ~ F~ ,~ F rn rn f r-I cn O I~~ 4. c0 I..... r•'1 ~ ~ ~ C` 1 rl ~ ~ N r-a •~' a J +~ v yr C ~ ~ O O ro CJ v] ~ {~ fh ,h yr <n• {n ., O ~ rn ~ Ix) rn O r-- N O ' v In ~ 4'• ~o '-.1 r.. r... r-.. d _~ I... ,~ cal O ' n cYl ~ s~ ..^. G .? r-I cS ~ ,-~ N ~7 f= r0 . cn c•~ N ~ n ~ N v l~ (/'f ~ (/~ ~' ~ ? N N r%l I' ~.p N C~ a'. lx) ~ .~ rx) O Cl cT 7 cv fn I"- ~ Jn d~ ,,~ ,.....~ r-J N Q~ N N ill '~ N r-I N N ~ `~ ~ ~ fn G U v ~-+ ~ n c al d rn .t c•"1 ~ ~ C f ~• 7 .n 1n ~ L.- N ~ ~n ~ ~. r_ ~ O O ~ 4' ,~ r- p, rYl cn rn rn N N r In ~ ~ r...~ ...t -..- - M ~O N .--I to ~ -~ --. I ~ ~ r .. .. 6-. I -~ n ~ ~ .'~• r~ .--a r - Q) ,- J Q M n ~ O fn ~n D1 O U G >•, G <n fn fir <n cn '-' C C~ w- ~ + ' n- 7 S> O O O~ rl N Cl 0 0 S] Q~ 0 0 O ^ In O~ Q• ~n N C Q• ~ O ~7 N O r-I ('~l r-I C7 fn a0 ~D Q~ C7 C7 ~ IIl , rr> ~rl N r-- O• ~ `--' ~' N `D .. ~ t ' n . . • • ~ ~ ~ n n 4'~ ~ O ~D .p M t~ ~ f • -~ 1-~ ~ c^ •^ ,~ - ~ ~rx) O.D ~ ~,-) . In 4~ .O l cX) .n G7 r- .D CT ap ~ N t c a,,-.a No Orn -+ rn G NNN r t ~ -~ r- .. r` rn `D ~ .o N ~ O Jn rx) N .-I .-1 N M r- rl ,~ N w o . n rn N ..n r- ~n -t ..* rx> 1• fYl ~ on , F ~ .. .. .. r, a! cn Ln cn fx) •~ nJ O 1~ Q) ?/} ~ r O -1 -+ ~~ V)- •~ ~ vl 7' O~ CX7 In 1-~ ()C) O ~ O ~ ~ `p ^ ~ * _7 ~ ~ ~ ~ N ~ r.... c~'1 •O CT Q• 1-~.. W ~ Y--I r-I 7 f"l -7 I n r-1 r~) . U ~~ ~ r.,J .* . t L_n N 7 tYj G v ~' ~ ,~ u) `•~, d 'J V) JJ G ~ V ~ O N ro ~: G ~ a aJ c v p.l w x ro w ~- v ~ ~ E ° Q 1 1 1 ~ N ~ O G ~ vJ U O cn vJ v) +~ u) • ~ U O G ~ r-I .. ~ O U p H ~J •C-I +.' C N ~~ u .. vJ N •~ v J J • ~ a v v N ~~ tl ,--1 -rl O -I W W 4..d ro ~ ro ~ v In 4 p UJ ~ N H - c cn ~ ro ~ ~ ~ G ~ a a~ to ~ v ~ C N v ~ d .G ~ J m O G C a i ~ ro '+~ ro v i an .,~ .~, >-1 0. C .-I v ce o p ~ Q b vJ v o ~ a~ •~ aJ G o W . ~ ~ ' U a U O .n ~ rl ro w •o a o. G o v U ~ U ~n o v , r ~' I ~ ~' v a~ rte. ~ A ~ a o. •,~ C ro ~ U ~ v ai ai m c r G v ~ u cu ti v ~' ~ v `° E ~ m ro ro cv m a m o ~ s-1 cn U ;~, ~, r ~ ~ ~ ,., w ~ m U ~ a ,` u ~ c ' ;ti ~ . w ~ c~ ro +a . ., ~ ~ C r v) +~ (U al uJ O q. '[7 3-r N O O O •,-+ U y O • U N ~ ~. t~ ~ N d Y-+ O O U ,~ " O .- Fa fa '+a N ~-1 ~ ~ N '-+ ~ .--I c0 p- u) -~ f ,~ p S-+ O . ~ ~ ~ m w r-~ ° ~ ~ ~'' N v ~ ao o a ~ o ~-+ v ~ m a cJ. a. a ~ ~ ~ v ro r •- '= ro a s~ cu N U~ rx c~ O" aJ ~' ro rzo y l ro .,J +-/ a.~ ro N N C ro G~~ 6 F 7 R: FO '~ [ .s= C 7 r- s J ~ ~ cf] ~ ~ x ] Cn V] CQ Gi+ ~-' Gz-1 1-~ 1-+ ~1 w w ~ .•~ O r~ O ] -7 ro ~ v ;;3 . O ', a 7 rla O ~.. [ C !,, O c~ ;, a _. O Upinic~: F':: -~ E,xhi_;t =, St.ater;~ent of P.r+~et~~ 1_iab.ilitie~ and Surplus - i; Operati.n~ Statement for Three '~lontl~~ F,nc]ed t S f_ ~ t. E? µ~' h E_ C 3 C) ~ 1 ~~ l .• r- i'.or:~p~_trati~~e Op E:ratir,~ ~t=ite~'ient t~ r tiinE. ~ c a l c) - O -~ Mnntl', 1-:;-;dc°rl 5c p!.e'~~E; ~0, 13 ] aT:r. -- ~~~, .. ,-- ..-. ~.. ~ t_. ~ _ ..ti-,ti-_. ~il.la~F .,f y1onticE. -= `\ r. 1 it - ''~ ~~~!)llrll \~, ?,!jl-:; .. _.._ ~~ T1' f.tCCUI-d~1Tll.E: ~C_ .. ,J..r '-CCji.iE`St, WC hd3VC EXc':~;1.I:CCI i t,~ ~ t r:' l ,;f rl F ~' - ~1 ~ ~- 3•; (' u,pit ~f l!-:e { ~:E lit. E' C , i. (' , '. . C. . E. 1 ~,. l E Cl ~ 1J C .. ~. ne'_t f~nC}E:d. t)I-Il C.;ti~:": ~ ~~. I Ut ~n.3 ,-'adE' ITi iC.C.G~ Ca ~ C:E Wl.t} ~er~E: r::111 ~3~ cei~t.c-'d ~:._r1_T.'.,t ~~:~ :ca.3rds and accordin5l_; _ t. t *._hE ~r~oL~rtir',i5 rec.urds arlC.l .-,.~t.~ 1r~il 1 UdEF (] jI1C}1 tE ~ t. Ut.}~.E:C all(11tLn~ }Jr•UCe(:',.irE:s 3~ t!:E CUI,~ldE:Yed nECE~Sary 111 thE: C irc.umstances. The village has been narked defendent. in two lawsuits, one involving, the death of an individual. At this time, there is no indic.atiOrl as to any- liabilities which tna~ exist. In our c;pir~iY~n, ~'ubje.ct t.o the above c-,mmenl, t.he. actompanyirlg, stateTrer~t. cf a~sEt~,, liabilities and surplus ar,d the. related opFra~in-• .~ta~_E^.ent. prESent fairly the fin-incial positior' o' the ~?!~r:t;!:Fllo ML.iriicipal i~iquor t,-re at. Sept.Erniber 3(., lc± i, r1r,d t!lE resLilts of it.s opcrat.ions fO: ±-he nine Irionths ±}ten E,r,dccl, in cor,forr?',ity Wi.tYc ~enerall.}' =r::LEp;.Ed ~lccountin' pri-lc:iplc - ~it>plied or. a basis con-i~tErit W'itn that Ui the prcc_Edir.:; ;%E-1r. I ~I 7 ~~ ~, .`(.f<I:Y , JOH 'SON AND ASSOCIATES ';F: r tfif red Public Accountants I i I 1 ~ in'I I III !. ~'~ i -.._. „ .'ILL;°,GE OI' MO\TTi'.ELLO L•xY:ibit. :a ~j i Wright County Minnesota ~ ~11'~NI(.:Ii'AL LIQI OR ~~'CORE it >TAl'EMEN'I' Uh' r1ySETS, LIA.TiILI1'IES AND SURPI_,US I' tieptemher 30, 1911. _ _~_. ASSETS ~ Ciirrc=nt :1ssF:t F'etly c.a~h Change f _~nd (;ash in bank Tnvestments Merchandise inventor}' Total Current Assr;ts Fixed Assets Cost t~E serve Parki.n~, lot. ~ x,800,00 a -0- Bi_ii.ldin~ and improvements 49,8'14.73 12,387,52 FurnitL;re, f ix.tures and eyuipr~e~~t 31,900.58 23,061,10 'T'otal Fixed Assets ~ 85 525,31 ~S :35,448.62 Other ,4ssets Prepaid insurance Deferred maintenance contracts -cash resisters Advance to general fund Total Other Assets TOTAL ASSETS LIABILITIES AND SSRPLUS Current Liabilities Contract. pa`~ab1e -liquor store construction Accrued payroll taxes Accr~ied sales tax Total Current Liabilities Surplus $ 1h1,21 2,004.24 ,~', 208,05 58,341,86 ;. 37, 1Fs4, 13 97,9]9,49 Ne t 3,~~00,00 3,,437,21 ~? . '3.39.48 $ 4,072.62 52.20 15,300.00 $ 440,00 2,550,07 859.40 Balance ..January 1, 1971 $ 157,.:541.01 Net. :i.ncome for nine months ended Septe~r~ber 30, 1971 30,293.77 $ 187,634.78 Less: Transfer, Out $ 20,000.00 Keimhursement to General Fund for Administr_at:ive Costs _ 4,063.2.5 24,063.25 Tut_a1 Surpli_~~-s TOTAL L1AF,ILI'TIES AND Sl1HF'LU5 50,076.69 19424.82 - i x_167,421._00 i i i' $ 3,849.4; ;j I i ~. 1.63 571.53 I': $ 167, 42.1. UO ~, [,P„''S ~`JN NSC:N sr., I; Ate, ~,~1CIA'F_5 ~ I i~' F''E:. P'.., 6~ '_' A^~'~~., NTAN75 V t l l.;\~,(~ OH MONT ICE1 L ~~ ~'rl 'h t. (.I r;UTIt.V ~'11T1T1E:.~~f;1 Mi.!NICLPAL LIClI.'UR S'1'OhR OPF.i~1TING STAI'EMEN't' hc~r TfirFe MontFls Ended Septemhc,r 30, .1971 Sales Off S31e Cost of 5a].es Gross Income Per Cent t0 Ja.LeS Liquor $ 36,333.95 $ Beer 2,904.15 Other mel°chan<lise 1. 511.!+:3 Iota 1. Off Sale ~ 65 753.53 $ On Sale Reer 10 51.x.85 Other merchanciisE. T l 1 159.96 _ ota On Sale $ 30,577.89 $ I2,%4.3..36 Total S 96,331 42 64 439.60 $ Unallocated Purchase discounts Less: Freight Total Gross Income Operating_Expenses Wagers Licht and power Store expense StorE supplies Fear supplies Professional. fees Telephone Fuel Laundry Insurance Depreciation Empl.oyce benefits- P.E.R.A. Employee benefits -F.I.C.A. Employee benefits -Health insurance Repairs Fad checks Mi.scellaneo~_ls Total Dpc:rating Expenses OperatinK Income Other Income T:ash over or (short) Interest income Machine income Total ether Income NET INCOME 28,6ti~.26 $ 7,645.69 -'1.,`131.16 'i,9?2.99 1,0'6.82 43w.61 _?l,(;90.24 $ 14,057.29 1, ~E,u, ~(, y 3,89',33 985,7- $ 2,484.71 492.92 _ 14,955.5' 614.98 798.79 489.09 59.23 6 15.00 124.81 -0- 194.86 2,007.06 698.00 63.3.32 716.82 512.15 222,11. 359,51 -0- (30.41) 714.40 329.65 .~e: Sale= are _~h,wr, -F± ~` Mielnes~ta _, .~,~i.ES Tax. 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