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HomeMy WebLinkAboutTR-2-95 t THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON X" Itl ►I!#iX REPORT GENERAL PURPOSE AND ADMINISTRATION COMMITTEE Meeting: File# Date: January 9, 1995 Res. #1-1f L(_\ By-Law# Report#: TR 2 95 File#: Subject: CASH ACTIVITY REPORT - NOVEMBER, 1994 Recommendations: It is respectfully recommended that the General Purpose and Administration Committee recommend to Council the following: 1. THAT Report TR-2-95 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 November 30, 1994, is as shown on the attached schedule; and 3. THAT Part "A" of the expenditures for the month of November, 1994, 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 November 30, 1994 and the comparative information for the month ended November 30, 1993. Respectfully submitted, Reviewed by, Marie A. Marano, H.BSc.,A.M.C.T., W.H. Stockwell, Treasurer. Chief Administrative Officer. MM/NT/pp j Attachments 109 R CYPCLgP PA...R PA REC CLP THS 6 PRIMED QV RECYCLED PAPER CORPORATION OF THE MUNICIPALITY OF CLARINGTON PART "A" Analysis of Revenue and Expenditures for the Month of November 1994 1994 1993 REVENUE RECEIVED FOR GENERAL OPERATING AND RESERVE FUND PUPOSES: TAX PAYMENTS RECEIVED 1,160,676 956,560 MIN. NAT. RES. PIT LICENCE 113,075 GRANTS-IN-LIEU: NOTE A ONTARIO HYDRO GRANT-IN-LIEU 1,665,986 L.C.B.O. GRANT-IN-LIEU 11,798 CANADA POST GRANT-IN-LIEU 31,795 SUBSIDIES: HANDI-TRANSIT SUBSIDY MINISTRY OF TRANSPORTATION LOT LEVIES 141,898 DEVELOPMENT CHARGES-TOWN 285,452 93,673 REGION DEBENTURE RECOVERABLE-NOTE B• 153,799 GENERAL 596,882 382,879 INTEREST 177,972 134,860 DEVELOPMENT CHARGES-REGION/PUC 172,309 414,373 ------------------------ 2,506,365 3,987,622 ------------------------ USE OF FUNDS: PAYROLL-NOTE D 1,018,977 640,737 DEBENTURE CHARGES-NOTE C 242,164 REGION LEVY SCHOOL BOARD LEVIES GENERAL-INCLUDING CAPITAL M. 2,732,295 1,724,224 ------------------------ 3,751,272 2,607,124 ------------------------ NET CASH PROVIDED (USED) (1,244,907) 1,380,497 BANK NET CASH BANK BANK BALANCE PROVIDED BALANCE BALANCE FINANCIAL POSITION: OCT 31/1994 (USED) NOV 30/1994 NOV 30/1993 GENERAL FUND 1,106,558 (551,322) 555,236 2,317,129 RESERVE FUND 76,173 266,646 342,819 792,506 SCOTIACONNECT INVESTMENT ACCOUNT 0 800,000 800,000 0 INVESTMENTS (GENERAL + RESERVE FUND) 41,996,118 (1,760,231) 40,235,887 28,394,659 ------------------------------------------------ 43,178,849 (1,244,907) 41,933,942 31,504,294 NOTE A: THESE AMOUNTS WERE RECEIVED IN SEPTEMBER 1994. NOTE B: THIS IS STILL OUTSTANDING AT NOV.30/94. NOTE C: THESE AMOUNTS WERE PAID IN OCTOBER 1994. NOTE D: THERE WERE THREE PAY PERIODS CHARGED IN NOVEMBER 1994. CORPORATIIN OF THE MUNICIPALITY OF CLARINGTON Continuity of Taxes Receivable for the month of November 1994 OCT. 31 PENALTIES & TAXES SUBTOTAL TAX TAX NOV. 30 I NOV. 30 1 1994 INTEREST BILLED PAYMENTS ADJUSTMENTS I 1994 1 1993 i RECEIVABLE ADDED I I CURRENT YEAR I ( I TAXES 4,923,566 244,446 5,168,012 (629,273) 7,001 4,545,739 1 4,704,940 1 PENALTY AND INTEREST 188,694 62,461 251,155 (39,012) (1,063)1 211,081 I 246,462 1 1993 YEAR TAXES 2,191,842 2,191,842 (148,966) (31164)1 2,039,712 1 1,916,797 1 PENALTY AND INTEREST 309,200 27,834 337,034 (36,983) (1,368)1 298,683 i 306,847 1992 YEAR ( I 1 TAXES 927,217 927,217 (77,718) (81849)1 840,650 ( 619,030 1 _ PENALTY AND INTEREST 187,722 11,872 199,594 (30,126) (3,290)1 166,177 I 163,194 PRIOR TAXES 477,653 477,653 (18,156) (14,844)1 444,653 I 252,766 PENALTY AND INTEREST 183,672 6,171 189,843 (7,952) (6,570)1 175,321 I 116,745 1 ----------------------------------------------------------------------------I -------------- -------------- 9,389,566 108,338 244,446 9,742,350 (988,186) (32,147)1 8,722,017 I 8,326,781 1 TOTAL TAXES LEVIED (INCLUDING REGION AND SCHOOL BOARDS) 54,804,858 1 53,760,278 PERCENT OF CURRENT TAXES OUTSTANDING 8.29$1 8.75$1 *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) 1-d a z H trJ PART "C" STATISTICAL INFORMATION FOR THE MONTH OF NOVEMBER, 1994 Payment Received - Taxes 870 Tax Certificates 318 Accounts Payable Cheques Issued Manuals # 32056 to 32087 32 Computer # 36602 to 37408 807 Number of Births Registered 38 Number of Deaths Registered 39 i 121 i PART "D" INVESTI4ENTS OUTSTANDING AS AT NOVEMBER 30, 1994 AMOUNT INTEREST TERMS DUE DATE RATS GENERAL FUND: a) TD 1,479,120 5.60 92D Dec 1/94 b) Montreal 1,183,476 5.54 92D Dec 15/94 C) BNS 2,967,450 5.20 77D Dec 9/94 d) BNS 3,000,000 5.15 78D Dec 15/94 e) BBC 626,543 5.15 73D Dec 15/94 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) CIBC 887,868 5.48 91D Dec 15/94 g) Royal 1,878,460 6.69 353D Sept 7/95 h) Montreal 3,201,372 6.70 338D Sept 8/95 i) Montreal 888,093 5.50 89D Jan 3/95 J) TD 2,399,239 7.53 446D Jan 8/96 k) RBC 740,000 7.40 474D Feb 7/96 1) TD 2,699,846 6.23 213D June 1/95 M) CIBC 1,973,280 5.49 90D Jan 31/95 n) BNS 3,100,000 6.25 189D May 25/95 o) CIBC 2,999,579 6.70 255D Aug 7/95 p) Montreal 2,661,390 5.95 89D Feb 27/95 -------------- 40,235,888 i I PART "E" NOVEMBER 1994 Development Charges Total Lot Levies Town Region C.H.E.C. Simkins Homes 6,583.00 --- 4,940.00 1,643.00 --- 40R15459 B/P#94.1015 290572 Ont. Ltd. 35,428.00 --- 14,820.00 20,608.00 --- 40M1779 L.29, C.2 Darlington B/P#94.1031-1033 290572 Ont. Ltd. 15,930.00 --- 14,820.00 1,110.00 --- 40M1742 L.35, C.3 Darlington Ridge Pine Park 615.00 --- 615.00 --- --- B/P#94.1076 290572 Ont. Ltd. 82,002.00 --- 33,478.00 48,524.00 --- 4001746 L.29, C.2 Darlington B/P#94.1060-1066 Martin Rd. Holdings 316,204.50 --- 216,454.50 99,750.00 --- 40M1796 L.15, C.1 Bowmanville B/P#94.1016-1030 890981 Ont. Ltd. 324.00 --- 324.00 --- --- 40M1675 L.28, C.2 Darlington B/P#94.1057-1058 Geranium Homes 674.00 --- --- 674.00 --- 40M1709 L.31, C.2 Darlington B/P#94.1011, 1013 TOTALS 457,760.50 --- 285,451.50 172,309.00 i i i i 7 fs PART "E" NOVEMBER 1994 a) Contributions - Cash-In-Lieu of Parkland Sheldon Stein $ 3,720.00 LD218/93 & 219/93 Pt. L. 30, C.3 Darlington TDL Group ltd. 9,500.00 (Tim Horton's) DEV94-007 Pt. L. 14, BFC Bowmanville Estate of Margaret Carruthers 2,760.75 LD260/94 L.12, C.2 Bowmanville Jetny Homes 3,805.71 LD117/92-121/92 Pt. L.33, C.2 Darlington TOTAL $19,786.46 b) Contribution - Engineering and Inspection Fees Penwest Dev. Corp. 1-2-,083.64 40M1770 Penwest Dev. - Ph. 4 C) Contributions - Roads TDL Group Ltd. $ 5,833.15 (Tim Hortons) DEV 94-007 Pt. L. 14, BFC Bowmanville Sheldon Stein $ 4,510.00 LD218/93 & 219/93 Pt. L. 30, C.3 Darlington TOTAL $10,343.15 I I I1 � i