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HomeMy WebLinkAbout20130392.tiffJanuary 29, 2013 SUSIE VELASQUEZ WELD COUNTY PUBLIC TRUSTEE 1701 23rd AVENUE, SUITE 250 GREELEY, COLORADO 80634 PHONE: (970) 352-4365 FAX: (970) 352-5091 WEBSITE: www.wcpto.com Barbara Connolly, Controller Weld County Accounting Department 915 10th Street Greeley, CO 80631 Dear Barb: Enclosed are the fourth quarter 2012 Profit & Loss statement and Summary of accounts along with the signed and notarized acknowledgement. The amount of excess funds for fourth quarter 2012 is $19,847.42. According to statute, the Public Trustee must pay to the Weld County Treasurer any excess funds upon approval by the commissioners. Therefore, a check in the amount of $19,847.42 will be issued to the Weld County Treasurer upon the Commissioners' approval. The excess funds check will be issued to the County Treasurer for deposit into the Public Trustee Salary Fund. At the expiration of the year, the County Treasurer shall then transfer the balance of the Public Trustee Salary Fund (except any funds in that account that may be needed for the 4th quarter Public Trustee expenses) to the County General Fund as required by statute. As mandated by statute, the Public Trustee will keep a separate reserve fund in an amount equal to total operating costs of the previous year. The total operating cost for 2012 was $432,084.11. This is the amount that must be held in a separate interest -bearing account. Because the actual expenses for 2012 were less than 2011, the reserve fund is reduced by $17,888.18 to bring the balance in the reserve fund to $432,084.11. A check payable to the Weld County Treasurer in the amount of $17,888.18 will be issued and included with the excess funds check to the Treasurer. In addition, 2012 interest earned on the reserve fund is $1,463.24 and that amount is included. At the end of the year, the total interest earned on the reserve fund is forwarded to the Weld County Treasurer annually with the fourth quarter reports. Please let me know if you have any questions. ................ Sincerely, uste Velasquez Pulie-Trustee_ 2013-0392 Weld County Public Trustee Profit & Loss October to December 2012 Profit and Loss Oct - Dec 12 Ordinary Income/Expense Income 4000 Forclosure Revenues 4012 Release Revenues 4022 Miscellaneous Revenues/Fees 4300 Interest Revenues Total Income 6300 Cost of Forclosures 6302 Cost of Releases Total Cost 85,188.00 59,190.00 7,986.13 470.70 152,834.83 14,115.00 0.00 14,115.00 Gross Profit 138,719.83 Expense 6200 Charges for Service 5200 Personnel expenditures 6280 Operating and Maintenance Total Expense Net Ordinary Income Fourth Quarter Other Income/Expense 6875 • Excess Funds to Treasurer Total Other Expense Net Other Income 14,425.93 92,268.92 12,177.56 118,872.41 19,847.42 19,847.42 0.00 0.00 Net Income To Treasurer Fourth Quarter 19,847.42 SUMMARY WELD COUNTY PUBLIC TRUSTEE ACCOUNTS FOURTH QUARTER - OCTOBER TO DECEMBER 2012 OPERATING ACCOUNT September 30, 2012 BEGINNING BALANCE $ 117,010.34 Excess cash over expenses $ 2,357.50 December 31, 2012 ENDING BALANCE $ 119,367.84 ESCROW ACCOUNT September 30, 2012 BEGINNING BALANCE $ 551,814.80 Excess cash over expenses $ (571,339.72) December 31, 2012 September 30, 2012 December 31, 2012 ENDING BALANCE $ (19,524.92) SPECIAL RESERVE FUND BEGINNING BALANCE $ 451,114.85 Excess cash over expenses $ 3,293.35 ENDING BALANCE $ 454,208.23 Reserve (2011 Operating Exp.) $449,972.29 2012 Interest earned on Reserve $ 1,463.24 WELD COUNTY PUBLIC TRUSTEE Weld County, Colorado Fourth Quarter Report of Receipts & Expenditures October to December 2012 I, Susie Velasquez upon oath duly sworn, state that the information contained herein is true and correct to the best o owledge and belief. County Public Trustee STATE OF COLORADO ) COUNTY OF WELD ) This instrument was acknowledged before me this 30th day of January 2013 by Susie Velasquez as the Public Trustee for the County of Weld, State of Colorado. Witness my hand and seal My Commission Expires 04/16/2016 Hello