HomeMy WebLinkAboutDenton Audit 08-31-04 TEXAS STUDENT HOUSING
CORPORATION -
DENTON PROJECT
FINANCIAL REPORT
AUGUST 31, 2004
CONTENTS
Page
INDEPENDENT AUDITORS REPORT....................................................................................1
FINANCIAL STATEMENTS
Statementof Net Assets..................................................................................................2
Statement of Revenues, Expenses, and Changes in Net Assets.....................................3
Statementof Cash Flows.................................................................................................4
Notes to Financial Statements.........................................................................................6
Auditors Report of Supplemental Schedules..................................................................14
Schedule I — Schedule of Revenues and Expenses.......................................................15
Schedule II —Certificate of the Fixed Charges Coverage Ratio .....................................16
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INDEPENDENT AUDITOR'S REPORT
To the Board of Directors
WEAVER Texas Student Housing Corporation-Denton Project
TIDWELL We have audited the accompanying financial statements of Texas Student Housing
L.L.P. Corporation-Denton Project (the "Project"), as of and for the year ended August 31, 2004,
CERTIFIED PUBLIC as listed in the table of contents. These financial statements are the responsibility of the
ACCOUNTANTS Project management. Our responsibility is to express an opinion on these financial
AND CONSULTANTS statements based on our audit.
We conducted our audit in accordance with auditing standards generally accepted in the
United States of America. Those standards require that we plan and perform the audit to
obtain reasonable assurance about whether the financial statements are free of material
misstatement. An audit includes examining, on a test basis, evidence supporting the
amounts and disclosures in the financial statements. An audit also includes assessing
the accounting principles used and significant estimates made by management, as well
as evaluating the overall financial statement presentation. We believe that our audit
provides a reasonable basis for our opinion.
As discussed in Note 1, the financial statements present only the Project and do not
purport to, and do not, present fairly the financial position of Texas Student Housing
Corporation as of August 31, 2004, and the changes in its financial position and cash
flows, where applicable, for the year then ended in conformity with accounting principles
generally accepted in the United States of America.
In our opinion, the financial statements referred to above present fairly, in all material
respects, the financial position of the Texas Student Housing Corporation — Denton
Project at August 31, 2004 and the results of its operations and cash flows for the year
then ended in conformity with accounting principles generally accepted in the United
States of America_
The accompanying financial statements have been prepared assuming that Texas
Student Housing — Denton Project will continue as a going concern. As discussed in Note
1 and Note 5 to the financial statements, the Project is in default on its Bonds and Bond
Holders may choose to accelerate the bonds, which raises substantial doubt about its
ability to continue as a going concern. Management's plans in regard to these matters are
discussed in Note 1. The financial statements do not include any adjustments that might
result from the outcome of this uncertainty.
DALLAS
Texas Student Housing Corporation — Denton Project has not presented managements
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Ddhis, Texas 75251-2280 of the basic financial statements.
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Page 2
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
STATEMENT OF NET ASSETS
AUGUST 31, 2004
ASSETS
CURRENT ASSETS
Cash $ 58,104
Restricted cash 3,496,752
Property management receivable 224,922
Accounts receivable, net of reserve of$55,740 58,441
Total current assets 3,838,219
CAPITAL ASSETS
Land 2,200,000
Other capital assets, net of accumulated depreciation 23,634,427
Total capital assets 25,834,427
INTANGIBLE ASSETS
Deferred financing costs, net of amortization 910,715
Total intangible assets 910,715
TOTAL ASSETS $ 30,583,361
LIABILITIES AND NET ASSETS
CURRENT LIABILITIES
Trade accounts payable $ 311,972
Management fees payable 799,013
Deferred revenue 204,008
Tenant security deposits 12,035
Accrued interest 506,948
Accrued legal fees 188,922
Other current liabilities 32,208
Property management advance 499,736
Bonds payable 31,557,796
Total current liabilities 34,112,638
NET ASSETS
Invested in capital assets, net of related debt ( 5,723,369)
Restricted for debt service 3,110,144
Unrestricted ( 916,052)
Total net assets ( 3,529,277
TOTAL LIABILITIES AND NET ASSETS $ 30,583,361
The Notes to Financial Statements are
an integral part of this statement.
Rage 3
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET ASSETS
FOR THE YEAR ENDED AUGUST 31, 2004
OPERATING REVENUES
Rental income $ 3,563,430
Other income 304,336
Total operating revenue 3,867,766
OPERATING EXPENSES
Personnel expenses 279,691
Contract services 66,275
Utilities 399,319
Repairs and maintenance 83,675
Turnover expenses 179,927
Advertising and promotion 42,477
Administration expenses 62,157
Management fees 332,075
Replacements 243,914
Depreciation expense 1,059,423
Other 11,153
Total operating expenses 2,760,086
OPERATING INCOME 1,107,680
NONOPERATING REVENUES (EXPENSES)
Interest income 157,024
Interest expense ( 2,503,408)
TOTAL NONOPERATING LOSS �f 2,346,384)
CHANGE IN NET ASSETS ( 1,238,704)
NET ASSETS, AUGUST 31, 2003, AS PREVIOUSLY REPORTED ( 1,814,648)
PRIOR PERIOD ADJUSTMENT ( 475,925)
NET ASSETS, AUGUST 31, 2003, RESTATED { 2,290,573)
NET ASSETS, AUGUST 31, 2004 $ 3,529,277
The Notes to Financial Statements are
an integral part of this statement.
Page 5
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED AUGUST 31, 2004
RECONCILIATION OF OPERATING INCOME TO
NET CASH PROVIDED BY OPERATING ACTIVITIES
Operating income $ 1,107,680
Adjustments to reconcile operating income to
net cash used in operating activities
Depreciation and amortization 1,093,343
Changes in operating assets and liabilities:
Accounts receivable 37,838
Trade accounts payable 162,948
Management fees payable 327,075
Deferred revenue ( 6,624)
Tenant security deposits ( 48,562)
Accrued legal fees ( 24,349)
Other current liabilities ( 20,746)
Net cash provided by operating activities $ 2,628,603
The Notes to Financial Statements are
an integral part of this statement.
Page 6
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
NOTES TO FINANCIAL STATEMENTS
NOTE 1. GENERAL STATEMENT
Texas Student Housing Corporation - Denton Project (the "Project"), a Texas non-profit
organization, was incorporated on May 17, 2001, as a duly constituted authority of the Town
of Westlake, Texas (the "Town") pursuant to Section 53.35(b) of the Texas Education Code,
as amended (the "Act"). The Project's primary purpose is to purchase, own and operate a
student housing facility known as Jefferson Commons (the "Denton Project") in Denton,
Texas.
The Denton Project was purchased from Jefferson Commons - Denton, L.P. on July 17,
2001. The Project obtained its financing through the issuance of Texas Student Housing
Corporation - Denton Project Student Housing Revenue Bonds (University of North Texas
Project), Series 2001A and Subordinate Series 2001B (the "Bonds"). The Bonds were
issued through a Trust Indenture (the "Trust Indenture") by and between the Corporation
and The Bank of New York (the "Trustee"). The Series 2001A and Subordinate Series
2001B bonds were issued in the face amounts of $29,105,000 and $5,250,000, respectively.
The accompanying financial statements present the operations of the Project, whose
revenue streams are pledged for the bonds described herein.
The Corporation was also established to acquire educational facilities and housing facilities
to be used by the students, faculty and staff of institutions of higher education and facilities
incidental, subordinate or related thereto or appropriate within the State of Texas.
The Denton Project is operated and managed under the terms of the (a) Property
Management and Leasing Agreement by and between the Corporation and JPI Campus
Quarters Management, L.P. ("JPI") and (b) the Asset Management Agreement by and
between the Corporation and JPI Apartment Management, L.P., (collectively referred to as
the "Agreements") for the period audited.
The 2004 financial statements were prepared assuming the project will continue as a going
concern. The Project's Bonds payable are considered to be in default by the Trustee which
gives the bond holders the right to demand payment of the Bonds in full. Management of
the Project is in the final stages of changing the Indenture to allow the Project to come into
compliance with the covenants of the Indenture.
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
A summary of the Project's significant accounting policies consistently applied in the
preparation of the accompanying financial statements follows:
Reporting Entity
For financial reporting purposes, management has considered all potential component
units. The decision to include a potential component unit in the reporting entity was
made by applying the criteria set forth in GASB Statement No. 14 as amended by GASB
statement No. 39. The criteria used is as follows:
Page 7
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
NOTES TO FINANCIAL STATEMENTS
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued
Reporting Entity— continued
Financial Accountability - The primary government is deemed to be financially
accountable if it appoints a voting majority of the organization's governing body
and (1) it is able to impose its will on that organization or (2) there is a potential for
the organization to provide specific financial benefits to, or impose specific
financial burdens on, the primary government. Additionally, the primary
government may be financially accountable if an organization is fiscally dependent
on the primary government regardless of whether the organization has a
separately elected governing board appointed by a higher level of government or a
jointly appointed board.
No entities met the above requirements to be considered component units. In
addition, the Project is not a component unit of any other governmental entity.
Measurement Focus and Basis of Accounting
The Project uses the "net income and capital maintenance" measurement focus. This
means that all assets, liabilities, equity, revenues, and expenses are accounted for using
the accrual basis of accounting.
Revenue is recognized when earned and expenses are recognized when they are
incurred. In applying the requirements of GASB Statement No. 20, the Project has
chosen to apply all applicable GASB pronouncements as well as Financial Accounting
Standards Board pronouncements issued on or before November 30, 1989, unless
those pronouncements conflict with or contradict GASB pronouncements.
Income Taxes
The Project is an instrumentality of the Town and, therefore, its income is not subject to
federal income taxation pursuant to Section 115 of the Internal Revenue Code.
Cash and Cash Equivalents
The Project considers all highly liquid investments with maturity of three months or less
when purchased to be cash equivalents. At August 31, 2004, the Project had no such
investments included in cash and cash equivalents. The Project's cash of $58,104
(bank balance $62,387) is deposited in FDIC insured state or national banking
corporations and is categorized as category one as all balances are covered by FDIC
insurance.
In addition, the Project has restricted cash of $3,496,752 that is held by the Trustee for
the Bonds Payable under provisions of the Indenture.
Page 8
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
NOTES TO FINANCIAL STATEMENTS
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued
Use of Estimates
The preparation of financial statements in conformity with accounting principles
generally accepted in the United States of America requires management to make
estimates and assumptions that affect certain reported amounts in the financial
statements and accompanying notes. Actual results could differ from these estimates
and assumptions.
Accounts Receivable
Accounts receivable are stated at amounts management expects to collect from
outstanding balances. Management writes-off uncollectible amounts through a reduction
to revenue and a credit to accounts receivable based on its assessment of the
outstanding receivables. At year end management assesses the accounts receivable
balance and establishes a valuation allowance based on historical experience and an
evaluation of the outstanding balances.
Deferred Financing Costs
Costs associated with the issuance of bonds are deferred and amortized to interest
expense over the terms of the bonds.
Advertising Costs
All advertising costs are expensed as they are incurred. Advertising costs for the twelve-
month period ending August 31, 2004 were approximately $43,000.
Capital Assets
Property and equipment have been recorded at the date of acquisition at cost. Routine
maintenance and repair costs to ready the units for the next period are expensed as
incurred.
Expenditures directly related to the improvement of property are capitalized at cost. The
Project capitalizes the cost of roof replacements and expenditures for other major
property improvements.
Depreciation is computed using the straight-line method over the estimated useful lives
as follows:
Building 30 years
Furniture, fixtures and equipment 3 to 20 years
Page 9
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
NOTES TO FINANCIAL STATEMENTS
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — continued
Restricted Cash
Restricted cash represents amounts placed on deposit in accounts and held by the
Trustee, which are restricted for the payment of expenses as required by the Trust
Indenture. At August 31, 2004, restricted cash consists of the following funds and
accounts:
Fund/Account Description 2004
Revenue Fund $ -
Bond Fund - Series 2001A 317,988
Bond Fund - Series 20016 20
Repair and Replacement Fund 237,955
Surplus Fund -
Trustee Fee Fund 4,274
Series A Principal Fund 8,338
Series B Principal Fund 58
Operating Reserve Fund 7
Debt Service Reserve Fund - Series 2001A 2,403,112
Debt Service Reserve Fund - Series 2001 B 525_,000
Total 1 3 496.752
The following is a brief description of the funds and accounts making up the restricted cash
balance at year end, as defined by the Trust Indenture:
Revenue Fund - The revenue fund was established for monthly deposits from the
depository account that holds general revenues of the Project. All monies are deposited
in the revenue fund and then properly distributed to the other funds, as required by the
Trust Indenture. Amounts in the fund at year end represent amounts that have not been
distributed to the other funds due to timing of the interfund transfers.
Bond Fund - The Trustee makes monthly deposits in the bond fund pursuant to the
Trust Indenture. Amounts in the Bond Fund shall be used solely to fund the payment of
principal and interest on the Bonds, for the redemption of the Bonds at or prior to
maturity, and to purchase Bonds on the open market. In the event of default, amounts
in this fund may pay the fees and expenses of the Trustee prior to making any payments
to the bondholders. This fund has two accounts, the Series 2001A and the Series
2001 B accounts.
Repair and Replacement Fund - Amounts in the repair and replacement fund may be
(a) used to pay the maintenance and repair costs related to the Denton Property, which
the Project is obligated to pay pursuant to the Trust Indenture and (b) transferred to the
bond fund to pay principal of or interest on the Bonds to the extent there are insufficient
monies in the bond fund.
Page 10
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
NOTES TO FINANCIAL STATEMENTS
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - continued
Restricted Cash - continued
Surplus Fund- The trustee shall deposit any remaining amount in the revenue fund into
the surplus fund. Amounts on deposit in the surplus fund will be released to the Project
if certain release tests are satisfied. If the release tests are not satisfied, the Trustee will
retain the monies on deposit in the surplus fund.
Trustee Fee Fund - Amounts are deposited in the trustee fee fund on a monthly basis
and are intended to pay the fees to the Trustee at year end. As of August 31, 2004
these fees have not been paid and are appropriately accrued in the Statement of Net
Assets.
Series A Principal Fund - Amounts in the Series A principal fund represent sinking
fund payments set aside for repayment of the principal balance on the Series A Bonds.
Series B Principal Fund - Amounts in the Series B principal fund represent sinking
fund payments set aside for repayment of the principal balance on the Series B Bonds.
Operating Reserve Fund - Amounts in the operating reserve fund may be transferred
to the property manager to fund operations if the transfer from the revenue fund is not
sufficient to pay operating expenses. Amounts may also be transferred to the Bond
Fund to pay principal and interest on the Bonds; to the extent there are insufficient
monies in the Bond Fund on any interest payment date.
Debt Service Reserve 2001A Account- The amounts on deposit in this account are to
be used for the purpose of paying principal and interest on the Series 2001A Bonds as
they become due in the event there should be insufficient funds in the Bond Fund.
Debt Service Reserve 2001B Account- The amounts on deposit in this account are to
be used for the purpose of paying principal and interest on the Series 2001B Bonds as
they become due in the event there should be insufficient funds in the Bond Fund.
NOTE 3. PROPERTY MANAGEMENT ADVANCE
As of August 31, 2004 the Project has recorded a liability to JPI for amounts received of
approximately $500,000. These advances have been made to the Project according to the
terms of the Agreements.
Further, the Agreement requires interest to accrue on the advances at the "Prime Rate" as
published in The Wall Street Journal, plus 100 basis points (5,5% at August 31, 2004). As
of August 31, 2004 the financial statements include accrued interest related to the property
management advance in the amount of approximately $38,000.
Page 11
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
NOTES TO FINANCIAL STATEMENTS
NOTE 4. CAPITAL ASSETS
Capital asset activity for the Project for the year ended August 31, 2004 was as follows:
Beginning Ending
Balance Additions Retirements Balance
Capital assets not
being depreciated:
Land 2,200,000 $ - $ - $ 2,200,000
Total capital assets not
being depreciated 2,200,000 - - 22000
Capital assets being depreciated:
Building 25,705,000 - - 25,705,000
Furniture and fixtures 1,253,841_ _ _ 1,253,841
Total capital assets being
depreciated 26,958,841 - - 26 958,841
Totals at historical cost 2958,841 29,158,841
Less accumulated depreciation:
Building 856,853 856,856 - 1,713,709
Furniture and fixtures _ 1,408,138 202,567 - _1,610,705
Total accumulated depreciation 2,264,991 1,059,423 - 3,324,414
Capital assets, net $26,893,850 1LQ59.423 $ - $25,834,427
NOTE 5. BONDS PAYABLE
The Bonds are Tax-Exempt Governmental Obligations under the Internal Revenue Code.
The Bonds payable represent amounts due to the bondholders, via the Trustee, and
payable under the terms of the Trust Indenture dated July 1, 2001. The Bonds are payable
solely from the revenues generated by the Denton Property and are secured by the
revenues pledged and assigned under the terms of the Trust Indenture. Interest rates on
the bonds range from 5.00% to 11.00% and are payable semi-annually on July 1 and
January 1 of each year thereafter.
Page 12
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
NOTES TO FINANCIAL STATEMENTS
NOTE 5. BONDS PAYABLE - continued
At August 31, 2004, the Project was not in compliance with certain covenants of the
Indenture including insufficient funds in some of the required funds discussed in Note 2 and
the fixed charge ratio. Upon certain events of default, either the trustee or owners of not
less than 25% in aggregate principal of the bonds, then outstanding, may declare the
principal and all interest then due to be immediately due and payable. Generally accepted
accounting principles require that if the events of default occur, the liability should be
disclosed as a current asset which has been shown on the financial statements.
The following is a summary of long-term debt transactions of the Project for the year ended
August 31, 2004:
Balance Balance
August 31, August 31, Due Within
2003 Increases Decreases 2004 One Year
Revenue Bonds
2001A Bonds $29,105,000 $ - ($ 50,000) $29,055,000 $29,055,000
2001E Bonds 4,120,000 - ( 645,000) 3,475,000 3,475,000
Less Discounts ( 1,009,689} $ - 37,485 ( 972.204) (_ 972,204}
Total $ 32.215.311 8 {8 657.516} 31.557.796 X31,557,796
The debt originally was to be amortized through 2031 with varying payment amounts
ranging from $2,618,093 to $3,465,280 for interest and principal. The annual requirements
to amortize all debts outstanding as of August 31, 2004 are as follows:
Due Fiscal
Year Ending
August 31 Principal Interest Total
2005 $ 32,530 000 $40,436,902 $72,966,902
NOTE 6. NET ASSETS
Net assets represents the residual assets after liabilities are deducted. These assets are
reported in the following categories.
Invested in Capital Assets, Net of Related Debt consists of capital assets, net of
accumulated depreciation and reduced by outstanding balances for bonds, notes, and other
debt that are attributed to the acquisition, construction, or improvement of those assets.
Restricted for Debt Service results when constraints placed on net asset use are either
externally imposed by creditors, grantors and the like, or imposed by law through
constitutional provisions or enabling legislation.
Page 13
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
NOTES TO FINANCIAL STATEMENTS
NOTE 7. EMPLOYEE BENEFIT PLAN
Employees of the Denton Property are eligible to participate in the JPI 401(k) Profit Sharing
Retirement Plan (the "Plan") as of August 31, 2004. Employee salary deferrals into the Plan
are matched by the Project up to 3% of employee compensation as defined by the Plan.
The Project's contributions to the Plan were approximately $2,400 for the year ended
August 31, 2004.
NOTE 8. MANAGEMENT FEES
The Project pays JPI property and asset management fees for the management of the
Denton Property. The Project recorded property and asset management fees of
approximately $332,000 for the period ending August 31, 2004. As of August 31, 2004, the
Project has recorded approximately $800,000 in unpaid property and asset management
fees.
NOTE 9. CONCENTRATIONS
The Project consists of one property in Denton, Texas and is dependent upon the Denton
area and the higher education facilities in the Denton area for revenue.
NOTE 10. PRIOR PERIOD ADJUSTMENT
The Project has cash accounts which are held by the trustee and cash accounts held by the
management company. The financial statements as of August 31, 2003 reported cash
accounts that belonged to the Texas Student Housing Corporation. These cash accounts
have been removed from the financial statements with a resulting decrease in net assets of
$475,928.
NOTE 11. SUBSEQUENT EVENT
Subsequent to August 31, 2004, the Project changed the property management Company.
SUPPLEMENTAL SCHEDULES
Page 14
i
WEAVER
TIDWELL
L.LP.
CERTIFIED PUBLIC
ACCOUNTANTS
AND CONSULTANTS
To the Members of the Board of Directors
Texas Student Housing Corporation — Denton Project
Westlake, Texas
Our audit was made for the purpose of forming an opinion on the basic financial
statements taken as a whole. The accompanying supplemental schedules on
pages 15 and 16 are presented for purposes of additional analysis and is not a
required part of the basic financial statements of the Texas Student Housing
Corporation — Denton Project. The information has been subjected to the
auditing procedures applied in the audits of the basic financial statements and, in
our opinion, is fairly stated in all material respects in relation to the basic financial
statements taken as a whole.
uJ a4 � ,f:f-?.
WEAVER AND TIDWELL, L.L.P.
Fort Worth, Texas
February 8, 2005
DALLAS
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Page 15
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
SCHEDULE I - SCHEDULE OF REVENUES AND EXPENSES
FOR THE YEAR ENDED AUGUST 31, 2004
2004 2004
Actual Budget Variance
Revenue and Other Support:
Rental Income $ 3,563,430 $ 3,632,570 ($ 69,140)
Other income 304,336 - 304,336
Interest income 157,024 125,000 32,024
Total revenue and other 4,024,790 3,757,570 267,220
Operating Expenses
Personnel expenses 279,691 345,895 66,204
Contract services 66,275 79,842 13,567
Utilities 399,319 337,338 ( 61,981)
Repairs and maintenance 83,675 28,034 ( 55,641)
Turnover expense 179,927 143,148 ( 36,779)
Advertising and promotion 42,477 33,541 ( 8,936)
Administration expenses 62,157 52,159 ( 9,998)
Other expense 11,153 213,320 202,167
Total operating expenses 1,124,674 1,233,277 108,603
Revenue available for fixed charges 2,900,116 2,524,293 375,823
Other Expenses
Management fees 332,075 298,728 ( 33,347)
Replacements 243,914 - ( 243,914)
Reserves - 162,635 162,635
Depreciation and amortization 1,059,423 - ( 1,059,423)
Interest expense 2,503,408 3,059,343 555,935
Total other expenses 4,138,820 3,520,706 618,114)
Excess of expenses over revenue ($ 1,238,704) ($ 996,413) ($ 242,2911
Page 16
TEXAS STUDENT HOUSING CORPORATION - DENTON PROJECT
SCHEDULE II - CERTIFICATE OF THE FIXED CHARGES COVERAGE RATIO
We are providing this letter, as required by the Trust Indenture by and between Texas Student
Housing Corporation - Denton Project ("Project") and the Bank of New York ("Trustee"), dated
July 1, 2001, relating to Texas Student Housing Corporation - Denton Project Student Housing
Revenue Bonds (University of North Testing Project) the "Indenture", to certify the Fixed
Charges Coverage Ratio as of August 31, 2004.
The Fixed Charges Coverage Ratio is defined in the Indenture as the ratio of Revenue Available
for Fixed Charges to Fixed Charges. Further, fixed charges are defined in the Indenture as the
sum of all cash outflows related to the Project that the Issuer cannot avoid without violating
long-term contractual or legal obligations (those obligations which extend for a period greater
than one year), including, but not limited to, (i) interest on Indebtedness other than Short-Term
Indebtedness, and (ii) scheduled payments of principal on Indebtedness other than Short-Term
Indebtedness, provided that Maximum Annual Debt Service shall be used for purposes of
computing (i) and (ii) above.
The audited financial statements indicate revenue available for fixed charges for the twelve-
month period ended August 31, 2004 to be $2,900,116.
Based on the above revenues and fixed charges, we calculate that the Fixed Charges Coverage
Ratio as of August 31, 2004 to be .84, which is based on one year of operations and is not in
compliance with the Indenture.