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HomeMy WebLinkAboutTR-9-95 THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON X z �F�,�X►-�X���XX REPORT Meeting: GENERAL PURPOSE AND ADMINISTRATION COMMITTEE File# Date: March 6, 1995 Res. # By-Law# Report#:____Tp,-g-g5 File #: Subject: CASH ACTIVITY REPORT - JANUARY, 1995 Recommendations: It is respectfully recommended that the General Purpose and Administration Committee recommend to Council the following: 1. THAT Report TR-9-95 be received; 2. THAT, in accordance with provision of Chapter M-45, Section 79 (1) of the Municipal Act, R.S.O. 1990, the Treasurer reports to Committee that the cash position of the Municipality of Clarington for the month ended January 31, 1995, is as shown on the attached schedule; and 3. THAT Part "A" of the expenditures for the month of January, 1995, be confirmed. BACKGROUND AND COMMENT: The attached schedules indicate the Corporation of the Municipality of Clarington's cash transactions, the cash investment position, lot levy information and statistical information for the month ended January 31, 1995 and the comparative information for the month ended January 31, 1994. Respectfully submitted, Reviewed by, Marie A. Marano, H.BSc.,A.M.C.T., W.H. Stockwell, Treasurer. Chief Administrative Officer. MM/NT/hjl � i Attachments 701 PAPEERC RECYCI K iH IS 2 PPINtED M RECYCLED PAPER PART "A" CORPORATION OF THE MUNICIPALITY OF CLARINGTON Analysis of Revenue and Expenditures for the Month of January 1995 1995 1994 REVENUE RECEIVED FOR GENERAL OPERATING AND RESERVE FUND PUPOSES: TAX PAYMENTS RECEIVED 595,013 538,862 UNCONDITIONAL GRANT GRANTS-IN-LIEU: ONTARIO HYDRO GRANT-IN-LIEU STREETSMART LOAN PROCEEDS 300,000 ONTARIO HYDRO PROCEEDS-STREETSMART 101,540 SUBSIDIES: HANDI-TRANSIT SUBSIDY MINISTRY OF TRANSPORTATION-NOTE A 873,487 REGION RECEIVABLE-NOTE A 472,683 DEVELOPMENT CHARGES-TOWN 14,877 1,230 REGION DEBENTURE RECOVERABLE 73,106 GENERAL 319,703 474,925 INTEREST 52,105 85,575 DEVELOPMENT CHARGES-REGION/PUC 55,256 ------------------------ 1,910,440 2,047,923 ------------------------ USE OF FUNDS: PAYROLL 697,671 703,011 DEBENTURE CHARGES 73,106 REGION LEVY SCHOOL BOARD LEVIES-NOTE A 49,421 GENERAL-INCLUDING CAPITAL EXP. 1,872,477 2,344,893 ------------------------ 2,619,569 3,121,010 ------------------------ NET CASH PROVIDED (USED) (709,128) (1,073,088) ------------------------ BANK NET CASH BANK BANK BALANCE PROVIDED BALANCE BALANCE FINANCIAL POSITION: DEC 31/1994 (USED) JAN 31/1995 JAN 31/1994 GENERAL FUND 1,013,598 (634,755) 378,843 2,683,766 RESERVE FUND 320,081 1,794,824 2,114,905 444,360 INVESTMENTS (GENERAL + RESERVE FUND) 31,927,950 (1,869,198) 30,058,752 26,924,937 ------------------------------------------------ 33,261,629 (709,128) 32,552,501 30,053,063 NOTE A: DIFFERENCE IN COMPARISON BETWEEN YEARS DUE TO TIMING DIFFERENCES IN CASH RECEIPT OR PAYMENT. CORPORATION OF THE MUNICIPALITY OF CLARINGTON Continuity of Taxes Receivable for the month of January 1995 DEC. 31 PENALTIES & TAXES SUBTOTAL TAX TAX JAN. 31 JAN. 31 1994 INTEREST BILLED PAYMENTS ADJUSTMENTS 1995 1994 RECEIVABLE ADDED CURRENT YEAR TAXES (53,912) (53,912) (19,743) 3,434 (70,220)1 (123,019) PENALTY AND INTEREST 0 0 0 I 0 1 1994 YEAR I TAXES 3,994,656 3,994,656 (295,657) (91787) 3,689,212 1 4,107,191 PENALTY AND INTEREST 228,220 51,379 279,599 (34,902) (805)1 243,892 1 289,422 1993 YEAR I I TAXES 1,932,598 1,932,598 (76,353) (1,635) 1,854,610 1 1,641,584 G PENALTY AND INTEREST 287,283 24,505 311,788 (28,154) (780)1 282,854 1 286,079 L^9 PRIOR TAXES 1,191,165 1,191,165 (82,199) 137 1 1,109,103 740,851 1 PENALTY AND INTEREST 318,744 15,267 334,011 (27,099) 3 ( 306,916 I 243,218 ----------------------------------------------------------------------------1 --------------) --------------I 7,898,754 91,151 0 7,989,906 (564,107) (9,433)1 7,416,366 7,185,332 1 ----------------------- ------------------ ...... --------- TOTAL TAXES LEVIED (INCLUDING REGION AND SCHOOL BOARDS) NOT AVAILABLE I N/A ==----- ______________I PERCENT OF CURRENT TAXES OUTSTANDING N/A N/A *Includes refunds, write-offs, 496'x, etc. NOTE 1: Tax payments do not tie into Part A due to timing differences since Part A is on a cash basis (ie. difference due to outstanding deposits) NOTE 2: Current year taxes receivable are in a negative position because they represent prepaid taxes 1995 taxes are not billed until February NOTE 3: Percent of current taxes outstanding cannot be determined until the 1995 budget has been approved ,b 9 7y H td PART "C" STATISTICAL INFORMATION FOR THE MONTH OF JANUARY, 1995 Payment Received - Taxes 555 Tax Certificates 336 Accounts Payable Cheques Issued Manuals # 32103 to 32125 23 Computer # 38027 to 38595 569 Number of Births Registered 47 Number of Deaths Registered 48 i / U4 I INVESTMENTS OUTSTANDING PART "D" AS AT JANUARY 31, 1995 AMOUNT INTEREST TERMS DUE DATE RATE GENERAL, FUND: a) BNS 984,730 7.35 77D March 31/95 b) CIBC 1,499,465 5.94 35D February 14/95 RESERVE FUND: a) CIBC 1,899,800 7.28 401D Sept 15/95 b) CIBC 399,442 7.30 395D Sept 15/95 c) Royal 2,535,219 6.59 360D Aug 24/95 d) TD 375,060 6.78 358D Aug 24/95 e) TD 2,340,650 7.08 351D Aug 24/95 f) Royal 1,878,460 6.69 353D Sept 7/95 g) Montreal 3,201,372 6.70 338D Sept 8/95 h) TD 2,399,239 7.53 446D Jan 8/96 r, i) RBC 740,000 7.40 474D Feb 7/96 j) TD 2,699,846 6.23 213D June 1/95 k) BNS 3,100,000 6.25 189D May 25/95 1) CIBC 2,999,579 6.70 255D Aug 7/95 m) Montreal 2,661,390 5.95 89D Feb 27/95 n) Montreal 295,500 6.11 91D Mar 8/95 o) RBC 25,000 7.38 305D Oct 15/95 p) RBC 24,000 10.25 322D Nov 1/95 -------------- 30,058,752 -------------- -------------- BUJ PART "E" JANUARY 1995 Development Charges Total Lot Levies Town Region C.H.E.C. Reward Homes 28,177.00 --- 14,877.00 13,300.00 - L.34, C.2 Darlington 40M1799 B/P#94-1069, 1072 and 1073 Martin Road Holdings 41,216.00 --- --- 41,216.00 --- L.15, C.1 Bowmanville 40M1796 B/P#94-1112 to 1117 Geranium Homes 740.00 --- --- 740.00 --- L.9, C.1 Bowmanville 40M1770 B/P#94-1124 and 1125 TOTALS 70,133.00 --- 14,877.00 55,256.00 % 06