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HomeMy WebLinkAbout20131029.tiffApril 18, 2013 SUSIE VELASQUEZ WELD COUNTY PUBLIC TRUSTEE 1701 23`d 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 PO Box 758 Greeley, CO 80631 Dear Barb: Enclosed are the first quarter 2013 Profit & Loss statement and Summary of Accounts along with the signed and notarized acknowledgement. The amount of excess funds for first quarter 2013 is $24,677.60. 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 $24,677.60 will be issued to the Weld County Treasurer as soon as the Commissioners' approval is received. 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 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 costs for 2012 were $432,084.11. This is the amount that the Public Trustee must hold in a separate interest -bearing account. The interest earned on the reserve fund for the first quarter is $298.53. At the end of the year the total interest earned on the reserve fund will be forwarded to the Weld County Treasurer. - Please let me know if you have any questions. Sly, Susie Velasquez Public Trustee Enclosures Enclosures -15 2013-1029 Weld County Public Trustee Profit & Loss January to March 2013 Profit and Loss Jan - Mar 12 Ordinary Income/Expense Income Total Income Total Cost Gross Profit Expense 4000 Foreclosure Revenues 4012 Release Revenues 4022 Miscellaneous Revenues/Fees 4300 Interest Revenues 6300 Cost of Forclosures 6302 Cost of Releases 6200 Charges for Service 5200 Personnel expenditures 6280 Operating and Maintenance Total Expense Net Ordinary Income First Quarter Other Income/Expense 6875 • Excess Funds to Treasurer Total Other Expense Net Other Income Net Income To Treasurer 4th Qtr 2012 69,987.16 71,052.75 9,051.49 436.72 150,528.12 14,500.22 0.00 14,500.22 136,027.90 7,133.41 82,782.83 21,434.06 111,350.30 24,677.60 24,677.60 0.00 0.00 19,847.92 December 31, 2012 March 31, 2013 December 31, 2012 March 31, 2013 December 31, 2012 March 31, 2013 SUMMARY WELD COUNTY PUBLIC TRUSTEE ACCOUNTS FIRST QUARTER - JANUARY TO MARCH 2013 OPERATING ACCOUNT BEGINNING BALANCE $ 119,367.84 Excess cash over expenses $ (9,357.98) ENDING BALANCE $ 110,009.86 ESCROW ACCOUNT BEGINNING BALANCE $ (19,524.92) Excess cash over expenses $ 911,286.63 ENDING BALANCE $ 891,761/1 SPECIAL RESERVE FUND BEGINNING BALANCE $ 454,208.23 Excess cash over expenses $ (17,436.87) ENDING BALANCE $ 436,771.36 Reserve (2012 Operating Exp.) $432,084.11 2013 Interest earned on Reserve $ 298.53 WELD COUNTY PUBLIC TRUSTEE Weld County, Colorado First Quarter Report of Receipts & Expenditures January to March 2013 I, Susie Velasquez, upon oath duly sworn, state that the information contained herein is true and correct to the best of my knowledge and belief. Respectfully suhmitte e d County Public Trustee STATE OF COLORADO ) COUNTY OF WELD ) This instrument was acknowledged before me this day of April 2013 by Susie Velasquez as the Public Trustee for the County of Weld, State f Corado. Witness my hand and seal JULIE COLE NOTARY PUBLIC STATE OF COLORADO NOTARY ID 20134016881 MY COMMISSION EXPIRES MARCH 15, 2017 NPtary Pubic Hello