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Home My WebLink AboutLisa McFarlandr� �r"�Ontario Ministry of Municipal Affairs Financial Statement — Auditor's Report and Housing Form 4 Municipal Elections Act, 1996 (Section 78) Instructions: All candidates must complete Boxes A and B. Candidates who receive contributions or incur expenses beyond the nomination fee must complete Boxes C, D, Schedule 1, and Schedule 2 as appropriate. Candidates who receive contributions or incur expenses in excess of $10,000 must also attach an Auditor's Report. All surplus funds (after any refund to the candidate or his or her spouse) shall be paid immediately over to the clerk who was responsible for the conduct of the election. YYYY MM DD YYYY MM DD Forthe campaign period from (day candidate filed nomination) 2f}i5 12 0� to �'O16 0� 11 � Primary filing reflecting finances to December 31 (or 45'h day after voting day in a by-election) ❑ Supplementary filing including finances after December 31 (or 45t1i day after voting day in a by-election) Box A: Name of Candidate and Office Candidate's name as shown on the ballot Last Name �1cFarland Given Name(s) Lis� Name of office for which the candidate sought election Ward name or no. (if any) (;it_y C�o�i��cillc>r- i�a'ara I Name of Municipality Pickeri��; Spending limit issued by clerk �24,323.90 ❑ I did not accept any contributions or incur any expenses other than the nomination fee. (Complete Box A and 8 only) Box B: Declaration I, I..,ds� iJJcF�d�la��d , a candidate in the municipality of F'i�lc€;ran�? , hereby declare that to the best of my knowledge and belief that these financial statements and attached supporting schedules are true and correct. Declared before (clerk or commissioner) in the C�ity c�f Piukering on (YYYY/mm/dd) � � �� ' � ; �� ^� ' �e ; Signature of Clerk or Commissioner _ , �l� �� _ d -� Date Filed in the Clerk's Office (yyyy/mm/dd) __-_ - - _,_ � � '�,'_I�l , C� _ _ - _� A �`�s;'� _;. f .� �_, Signature of Candidate RISA DIANN� HARKEF�, a Caanmissior�er, etc.,Regional Municipal'rty of Durham, forTheCorporationofthe Cityat Pickering. Expires January 28, 2018 9503P (2013/11) OO Queen's Printer for Ontario, 2013 Disponible en fran�ais Page 1 of 8 Box C: Statement of Campaign Incorr9e and Expenses LOAIV Name of bank or recognized lending institution Amount borrowed - - - - - - - - + $ INCOME Total amount of all contributions (From line 1A in Schedule 1) +$ �,050.00 Refund of nomination filing fee +$ 100.Ov Sign deposit refund + $ Revenue from fund-raising events not deemed a contribution (From Part III of Schedule 2) + $ Interest earned by campaign bank account +$ Other (provide full details) 1. + $ 2. + $ 3. + $ Total Campaign Income (Do not include loan) _$ �,�jO.pQ C1 EXPENSES (Note: include the value of contributions of goods and services) Expenses subject to spending limit Nomination filing fee +$ 1 pp.�p Inventory from previous campaign used in this campaign (list details in Table 5 of Schedule 1) + $ Advertising + $ 3,]51.7� Brochures/flyers ¢ $ 3,>47.92 Signs (including sign deposit) + � ] , ( g�, � � Meetings hosted + g Office expenses incurred until voting day +$ Phone and/or Internet expenses incurred until voting day +$ S0.(�4) Salaries, benefits, honoraria, professional fees incurred until voting day +$ Bank charges incurred until voting day +$ 5,�? Interest charged on loan until voting day +$ Other (provide full details) 1. + $ 2. + $ 3. + $ 'Total Expenses subject to spending limit = $ �$,($3$,(�Q C2 Expenses not subject to spending limit Accounting and audit + $ Cost of fund-raising events/activities (list details in Part IV of Schedule 2) +$ Voting day party/appreciation notices + $ Office expenses incurred after voting day +$ Phone and/or Internet expenses incurred after voting day +$ Salaries, benefits, honoraria, professional fees incurred after voting day +$ Bank charges incurred after voting day +$ Interest charged on loan after voting day + g Expenses related to recount + � Expenses related to controverted election +$ Expenses related to compliance audit + g Expenses related to candidate's disability (provide full details) 1. + $ 2. + $ 3. + $ Other (provide full details) 1. + $ 2. + $ 3. + $ Total Expenses not subject to spending limit 1'otal Campaign Expenses (C2 + C3) _ $ 0.00 C3 _ $ $,03 $.00 C4 9503P (2013/11) Page 2 of 8 :• )' �: s a a r �. Excess (deficiency) of income over expenses (Income — Total Expenses) (C1 — C4) Eligible deficit carried fonrvard by the candidate from the last election �otai (D7 - D2) If there is a surplus, deduct any refund of candidate's or spouse's contributions to the campaign Surplus (or deficit) for the campaign + $ 112.00 D1 - $ ().00 D2 _ $ 112m00 - $ 113.00 _ $ t).0() D3 If line D3 shows a surplus, the amount must be paid in trust, at the time the financial statements are filed, to the municipal clerk who was responsible for the conduct of the election. Amount of $ paid to municipal clerk in the municipality of 9503P (2013/11) Page 3 of 8 Schedule 1 - Contribcations Part I— Summary oi Contributions Contribution from candidate (indude the value of inventory listed in Table 5) +$ 6,�{}0.0(7 Contribution from spouse + $ Total value of contributions not exceeding $100 per contributor • Include ticket revenue, contributions in money, goods and services where the total contribution from a contributor is $100 or less (do not include contributions from candidate or spouse). +$ Tota! value of contributions exceeding $100 per contributor (from line 1 B; list details in Tables 1— 4) • Include ticket revenue, contributions in money, goods and services where the total contribution from a contributor exceeds $100 (do not include contributions from candidate or spouse). +$ 1,750.Q0 Less: Contributions returned or payable to the contributor —$ 0.00 Contributions paid or payable to the clerk, including contributions from anonymous sources exceeding $10 — $ Toial Amount of Contributions (Record in Box C) _$ �,050.00 1A Part II — List of Contributions from Each Single Contributor Totalling more than $100 l'able 1: Monetary contributions from individuals other ihan candidate or spouse Name Full Address Amount $ .Tetlnifer McFarlat�d 1311 Haggis I)rive, }�eteebar€�ug]�, C.)ntari��, K9K 2�9 ?�(},{){} ❑ Additional information is listed on separate supplementary attachment Total I �SQ•��a 9503P (2013/11) Page 4 of 8 iable 2: fVlonetary contributions from corporations or unions Narne (Legal and Carrying on Full �,ddress Presiden� or Business As Business IVlana e I�'N Cc��asulti�g Inc. l 837 Post Drive, L,isa lE�cFarlar�d I'ickerin�, Ontaric�, Li!/ 4Y$ G��-don I�3. Mc�`arl�nd 598 �harlatte Street, f��ord McFarland F'rc�%ssianal Cc�i°�Uration F'eterborot�gh, Ontario, I��3J `H � Authorizeci Representative I..,isa McFa��laa�d Gord ivtcFarla��d � f� 7sa.c�o ❑ Additional information is listed on separate supplementary attachment Total 1,SQ0.�0 Table 3: Contributions in goods or se►vices from individuals other than candidaie or spouse (Note: must also be recorded as ex enses in Box C Name Full Address Description of Goods Value $ or Services ❑ Additional information is listed on separate supplementary attachment 9503P (2013/11) Total Page 5 of 8 � Table 4: Contributions in oods or services from cor orations or unions (Note: must also be recorded as expenses in Box Name of Corporation Full ,4ddress President or Authorized Description of Value $ (Legal and Carrying on Business Manager Representafiive Goods or Services Business Asl 0 Additional information is listed on separate supplementary attachment 'fotal Part II Contributions (Add Totals frorn Tables 1-4) (Record in Part I— Summary) Part 111— Inventory Table 5: Inventory of Campaign Goods and Materials from Previous Campaign used in this Campaign (Note: value must be recorded as a contribution from the candidate and as an expense) Description Date Acquired Supplier Current Market Quantity (vvvv/mm/rlril ValUe $ ❑ Additional information is listed on separate supplementary attachment �ota� � n $ 1,754.001 B Total Value $ Total 9503P (2013/11) Page 6 of 8 [t7 Schedule 2— Fundraising Events and Activities Fundraising EventlActivity Gomple4e a separate schedule for each event or aciiviiy heid ❑ Additional schedule(s) attached Description of fundraising event/activity Date of event/activity (yyyy/mm/dd) Part I — Ticket Revenue Admission charge (per person) (If there are a range of ticket prices, attach complete breakdown of all ticket sales) + g Number of tickets sold X Total Ticket Revenue (2A x 2B) (Include in Schedule 1) Part II — Other revenue deemed a contribution (provide details (e.g. revenue from goods sold in excess of fair market value)) 1. + $ 2. + $ 3. + $ 4. + $ 5. + $ Total Pari !I Revenue (include in Schedule 1) Part 119 — Other revenue not deemed a contribution (provide details (e.g. contributions of $10 or less; market value of goods or services sold)) 1. + $ 2. + $ 3. + $ 4. + $ 5. ,r $ Totai Part III Revenue (include in Box C) Part IV — Expenses related to fundraising event or activity (provide details) 1. + 2. + 3. + 4. + 5. + 6. + 7. f 8. � Total Part IV Expenses (include in Box C) $ $ $ $ $ $ $ 2A 2B _ $ � g _ � _ $ 9503P (2013/11) Page 7 of 8 �auditor's Repor� Municipal Elections Act, 1996 (Section 78) A candidate who has received contributions or incurred expenses in excess of $10,000 must attach an auditor's report. Professional Designation of Auditor Municipality Contact Information Name Last Name Address Suite/Unit No. � Street No. ( Street Name C itylTown First Name Province Telephone No. (including area code) Fax Na Email Address e�. Date (yyyy/mm/dd) Licence Number Postal Code The report must be done in accordance with generally accepted auditing standards and must: � set out the scope of the examination • provide an opinion as to the completeness and accuracy of the financial statement and whether it is free of material misstatement � Report is attached Personal information, if any, collected on this form is obtained under the authority of sections 78 and 95 of the Municipal Elections Act, 1996. Under section 88 of the Municipal Elections Act, 1996 (and despite anything in the Municipal Freedom of Information and Protection of Privacy Act) documents and materials filed with or prepared by the clerk or any other election official under the Municipal Elections Act, 1996 are public records and, until their destruction, may be inspected by any person at the clerk's office at a time when the office is open. Campaign financial statements shall also be made available by the clerk in an electronic format free of charge upon request. 9503P (2013/11) Page 8 of 8