General Fund Adjustments. The City of Allenton has engaged you to examine its June 20, 2011, financial statements. You are the first CPA ever engaged by the city and you find that the city’s accounting staff is unfamiliar with GAAP accounting and reporting requirements. Following is the pre closing trial balance of the General Fund as of June 30, 2011.

 

Debits

Credits

Cash

$ 460,000

 

Taxes Receivable—Current

169,200

 

Estimated Uncollectible Taxes—Current

 

$ 18,000

Taxes Receivable—Delinquent

38,000

 

Estimated Uncollectible Taxes—Delinquent

 

30,200

Equipment

66,000

 

Donated Land

120,000

 

Estimated Revenues

1,320,000

 

Appropriations

 

1,378,000

Expenditures—Principal

90,000

 

Expenditures—Other

1,152,000

 

Bonds Payable

 

200,000

Revenues

 

1,384,000

Accounts Payable

 

76,000

Budgetary Fund Balance

58,000

 

Fund Balance

$3,473,200

387,000 $3,473,200

       

Additional information is as follows:

1. The estimated uncollectible amount of $18,000 for current year taxes receivable was determined to be adequate. The tax year coincides with the fiscal year.

2. The city purchased $66,000 of equipment during the year.

3. The Expenditures—Principal account reflects the annual retirement of general obligation bonds issued in 2010. Interest payments of $12,000 for this bond issue are included in the Expenditures—Other account.

4. The General Fund’s outstanding purchase orders as of June 30, 2011, totaled $11,300. These purchase orders were not recorded in the books.

5. The balance in the Revenues account included a credit of $100,000 for a note issued to a bank to obtain cash in anticipation of property tax collections, and a credit of $120,000 for donated land to be used by public works. As of June 30, 2011, the note was still outstanding.

Required

The foregoing information disclosed by your examination was recorded only in the General Fund even though a debt service fund is used to account for debt, using resources provided by the General Fund. Prepare the adjusting journal entries necessary to correct the General Fund and to record information for the debt service fund, assuming the financial statements are to be prepared in conformity with GAAP.

9–6 Matching. Section A provides a list of transactions or events that occurred during the year, followed by Section B, a list of the possible effects each transaction or event has on adjusting net asset accounts at year end, assuming that all temporary accounts have already been closed to the account Net Assets—Unrestricted.

Section A

1. Depreciation was recorded for the year.

2. A fully depreciated computer was sold for $50.

3. Bonds issued to construct the new library were retired.

4. Construction expenditures were incurred for the new fire substation.

5. Cash was set aside for future debt retirement.

Section B

a. Restricted Net Assets is increased and Unrestricted Net Assets is decreased.

b. Restricted Net Assets is decreased and Unrestricted Net Assets is increased.

c. Invested in Capital Assets, Net of Related Debt is increased and Unrestricted Net Assets is decreased.

d. Invested in Capital Assets, Net of Related Debt is decreased and Unrestricted Net Assets is increased.

e. None of the above.

Required

Identify how the net asset categories would need to be adjusted for each of the transactions. For the statement in Section A, select the appropriate answer from

Section B.