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Home My WebLink AboutHayes, TomOntario Ministry of Municipal Affairs Financial Statement — and Housing Auditor's Report Candidate — Form 4 Municipal Elections Act, 1996 (Section 88.25) Instructions All candidates must complete Boxes A and B. Candidates who receive contributions or incur expenses 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 their spouse) shall be immediately paid to the clerk who is responsible for the conduct of the election. YYYY MM DD YYYY MM DD For the campaign period from (day clerk received nomination) 1 2 0 2 2 l 0 7 1 2 9 1 to 1 2 0 2 3 I 0 11 0 3 n✓ Initial filing reflecting finances from start of campaign to December 31 (or 45 days after voting day in a by-election) Supplementary filing reflecting finances from start of campaign to end of extended campaign period B°ox A':' Name of'Candidate and Office Candidate's name as shown on the ballot Last Name or Single Name Given Name(s) HAYES TOM Office for Which the Candidate Sought Election Ward Name or Number (if any) COUNCILLOR WARD 1 Municipality PICKERING Spending Limit Contribution Limit General Parties and Other Expressions of Appreciation Contributions from Candidate and Spouse $25,551.30 $2,555,13 $9,835.60 I did not accept any contributions or incur any expenses. (Complete Boxes A and B only) !,BOX B:: Declaration declare that to the best of my knowled belief that these financial statements and attached s porting schedules are true and correct. _ -A C�< . LAAA_� / C Signature o4Cn a Date yy/mm/dd) Date Filed (yyyy/mm/dd) Time Filed r Initia o Id 6 or Agent (if filed in person) Signature of Clerk or Designate 0603P (2022/04) 0 Queen's Printer for Ontario, 2022 Disponiblo on frangais Page 1 of 7 Box:C . Sta*M' 1l t:of Campaign Income and Expenses LOAN Name of bank or recognized lending institution Amount borrowed INCOME Total amount of all contributions (from line 1A in Schedule 1) + $ 16,600.00 Revenue from items $25 or less + $ Sign deposit refund + $ Revenue from fundraising events not deemed a contribution (from Part III of Schedule 2) + $ Interest earned by campaign bank account + $ Other (provide full details) 1. +$ 2. + $ 3. +$ 4. + $ 5. + $ 6. + $ Total Campaign Income (Do not include loan) _ $ 16,600.00 —Cl EXPENSES (Note: Include the value of contributions of goods and services) 1. Expenses subject to general spending limit Inventory from previous campaign used in this campaign (list details in Table 2 of Schedule 1) + $ Advertising + $ 5,283.88 Brochures/flyers + $ 4,710.15 Signs (including sign deposit) + $ 3,685.34 Meetings hosted + $ Office expenses incurred until voting day + $ 102.98 Phone and/or internet expenses incurred until voting day + $ Salaries, benefits, honoraria, professional fees incurred until voting day + $ Bank charges incurred until voting day + $ 126.46 Interest charged on loan until voting day + $ Other (provide full details) 1. FUEL FOR VEHICLE + $ 200.00 2. + $ 3. +$ 4. +$ 5. + $ 6. + $ Total Expenses subject to general spending limit = $ 14,108.81 C2 2. Expenses subject to spending limit for parties and other expressions of appreciation 1. POST ELECTION CELEBRATIONS + $ 611.48 9503P (2022/04) Page 2 of 7 2. + $ 3. + $ 4. + $ 5. -- +$ Total Expenses subject to spending limit for parties and other = $ 611.48 C3 expressions of appreciation 3. Expenses not subject to spending limits Accounting and audit + $ 1,695.00 Cost of fundraising events/activities (list details in Part IV of Schedule 2) + $ Office expenses incurred after voting day + $ 102.83 Phone and/or Internet expenses incurred after voting day + $ Salaries, benefits, honoraria, professional fees incurred after voting day + $ Bank charges incurred after voting day + $ 21.65 Interest charged on loan after voting day + $ Expenses related to recount + $ Expenses related to controverted election + $ Expenses related to compliance audit + $ Expenses related to candidate's disability (provide full details) 1. +$ 2. +$ 3. + $ 4. + $ 5. +$ Other (provide full details) 1. + $ 2. + $ 3. + $ 4. + $ 5. + $ Total Expenses not subject to spending limits = $ 1,819.48 C4 Total Campaign Expenses (C2 + C3 + C4) _ $ 16,639.77 C5 Box D: Calculation of Surplus or Deficit Excess (deficiency) of income over expenses (Income minus Total Expenses) (C1— C5) + $ 60.23 D1 If there is a surplus, deduct any refund of candidate's or spouse's contributions to the campaign — $ 60.23 Surplus (or deficit) for the campaign = $ D2 If line D2 shows a surplus, the amount must be paid in trust, at the time the financial statements are filed, to the municipal clerk who is responsible for the conduct of the election. 9503P (2022/04) Page 3 or 7 Schedule 1-'.Contributions Part I — Summary of Contributions Contributions in money from candidate and spouse + $ 200.00 Contributions in goods and services from candidate and spouse (include value listed in Table 1 and Table 2) + $ 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 100.00 (do not include contributions from candidate or spouse). + $ Total value of contributions exceeding $100 per contributor (from line 1 B; list details in Table 3 and Table 4) • Include ticket revenue, contributions in money, goods and services where the total contribution from a contributor exceeds $100 + $ 16,300.00 (do not include contributions from candidate or spouse). Less: Ineligible contributions paid or payable to the contributor — $ Contributions paid or payable to the clerk, including contributions from anonymous sources exceeding $25 — $ Total Amount of Contributions (record under Income in Box C) _ $ 16,600.00 1A Part II — Contributions from candidate or spouse Table 1: Contributions in goods or services Additional information is listed on separate supplementary attachment, if completed manually. Table 2: Inventory of campaign goods and materials from previous municipal campaign used In this campaign (Note: Value must be recorded as a contribution from the candidate and as an expense.) Additional information is listed on separate supplementary attachment, if completed manually. Part III — Contributions exceeding $100 per contributor — individuals other than candidate or spouse 950P (2022/04) Page 4 of 7 Table 3: Monetary contributions from individuals other than candidate or spouse Name:, Full Address Date Received (yyyy/mm/dd) Amount Received ($) Amount'Returned to Contributor or -Paid to Clerk ($): SEE ATTACHED SCHEDULE 16,300.00 Total 16,300.00 Additional information is listed on separate supplementary attachment, if completed manually. Table 4: Contributions in goods or services from individuals other than candidate or spouse (Note: Must also be recorded as Expenses in Box C.) [] Additional information is listed on separate supplementary attachment, if completed manually. Total for Part III —Contributions exceeding $100 per contributor (Add totals from Table 3 and Table 4 and record the total in Part 1 — Summary of Contributions) $ 16,300.001 B 9603P (2022/04) Page 6 of 7 Schedule 2 - Fundraising Events and Activities Complete a separate schedule for each event or activity held. I ❑ Additional schedule(s) attached, if completed manually. Fundraising EventlActivity 1 Description of fundraising event/activity Date of event/activity (yyyy/mm/dd) Part I — Ticket revenue Admission charge (per person) $ 2A (If there are a range of ticket prices, attach complete breakdown of all ticket sales) Number of tickets sold x 213 Total Part I (2A X 2B) (include in Part I of 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 Part II (include in Part I of Schedule 1) Part III — Other revenue not deemed a contribution Provide details (e.g., contribution of $25 or less; goods or services sold for $25 or less) 1. +$ 2. + $ 3. +$ 4. + $ 5. +$ Total Part III (include under Income in Box C) Part IV — Expenses related to fundraising event or activity Provide details 1. + $ 2. + $ 3. +$ 4. + $ 5. +$ Total Part IV Expenses (include under Expenses in Box C) 9603P (2022104) Page 6 of 7 qudtor',s Reporf,�--� I1un/c�paljecttons Act 4996(Sect1on 88;25� A candidate who has received contributions or incurred expenses in excess of $10,000 must attach an auditor's report. Professional Designation of Auditor CPA, CA, LPA Municipality PICKERING Date (yyyy/n 2022/12/19 Contact Information Last Name or Single Name Given Name(s) Licence Number MICHAEL I EVANS IC233756 Address Suite/Unit Number Street Number 6 11730 Municipality PICKERING Street Name MCPHERSON COURT ONTARIO Telephone Number Email Address 905-420-9637 michael@gtaaccountant.com The report must be done in accordance with generally accepted auditing standards and must: Postal Code L1 W 3E6 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 0 Report is attached Personal information, if any, collected on this form is obtained under the authority of sections 88.26 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. 9603P (2022/04) Page 7 of 7 TOM HAYES CANDIDATE DONATION SUMMARY - 2022 Name Address Telephone/Cell Cheque # Cheque Date Deposit Date Amount Geoffrey L Grayhurst 138 Hanna Road, Toronto, Ontario M4G-3N7 302 August 12, 2022 August 25, 2022 700.00 Enzo Spigarelli 629 Ambenaood Crescent, Pickering, Ontario L1V-3Y6 718 August 31, 2022 September 1, 2022 250.00 David J Ryan 1028 Rouge Valley Drive, Pickering, Ontario L1V-4N7 9 August 31, 2022 September 1, 2022 500.00 Dominic N. Delic 47 Linton Avenue, Ajax, Ontario L1T-3A7 (905) 428-9342 674 September 1, 2022 September 10, 2022 250.00 Al Libfeld 82 Arjay Crescent, North York, Ontario M2L-1 C7 2800 September 8, 2022 September 15, 2022 500.00 Steven Aaron Libfeld 12 Kereven Street, Toronto, Ontario M5M-4J8 261 September 7, 2022 September 15, 2022 500.00 Paolo Sacilotto 119 Roselena Drive, Schomberg, Ontario LOG-1 TO (905) 590-0077 131 September 13, 2022 September 15, 2022 1,200.00 Dimitrios Apostolopoulos 186 Bartley Drive, Toronto, Ontario M4A-1 E1 328 September 1, 2022 September 19, 2022 650.00 Emma Apostolopoulos 186 Bartley Drive, Toronto, Ontario M4A-1 E1 113 September 1, 2022 September 19, 2022 650.00 Katherine Apostolopoulos 186 Bartley Drive, Toronto, Ontario M4A-1 E1 329 September 1, 2022 September 19, 2022 650.00 Peter Apostolopoulos 186 Bartley Drive, Toronto, Ontario M4A-1 E1 106 September 1, 2022 September 19, 2022 650.00 Stavros Apostolopoulos 186 Bartley Drive, Toronto, Ontario M4A-1 E1 57 September 1, 2022 September 21, 2022 650.00 Shawn Lacey 7 Monterey Court, Ashburn, Ontario LOB-1AO 18 September 15, 2022 September 21, 2022 1,200.00 Lamont Dean Wiltshire 538 West Shore, Pickering, Ontario L1 W 2T6 79 October 7, 2022 October 8, 2022 1,200.00 John Carrick 130 Country Club Drive, King City, Ontario L4B-1 M4' 149 October 4, 2022 October 12, 2022 1,200.00 Glenn R Healy 2 Ontario Blvd., Ajax, Ontario L1Z-1X6 787 October 6, 2022 October 12, 2022 250.00 Dana Saccoccio 417 Woodgrange Ave., Pickering, Ontario L1 W-2B4 70 October 13, 2022 October 17, 2022 500.00 Caroline Weppler 626 Park Crescent, Pickering, Ontario L1 W-2T2 46 October 13, 2022 October 17, 2022 200.00 Lisa Planer 46 Purdon Drive, North York, Ontario M3H-4X1 34 October 13, 2022 October 19, 2022 1,200.00 1 Petrovich 408 - 99 Eagle Rock Way, Maple, Ontario L6A-5A7 49 October 17, 2022 October 19, 2022 1,000.00 Wenjin Yang 101 Gorman Ave, Woodbridge, Ontario L4H-OZ6 2 October 6, 2022 October 19, 2022 1,200.00 Alan Bird 55 Brimwood Court, Pickering, Ontario L1 V-6L1 593 October 15, 2022 October 19, 2022 500.00 Nick Dilorenzo 18-68 Millwick Drive, North York, Ontario M9L-1Y3 99 October 17, 2022 October 20, 2022 500.00 Peter Feaver 7 Monterey Court, Ashburn, Ontario LOB-1A0 429 October 26, 2022 October 27, 2022 200.00 TOTAL 16,300.00 Monday, December 19, 2022 MICHAEL EVANS CHARTERED PROFESSIONAL ACCOUNTANT 1730 McPherson Court, Unit 6, Pickering, Ontario, L1W3E6 INDEPENDENT AUDITORS REPORT To the City Clerk of the City of Pickering. Qualified Opinion I have audited the accompanying Financial Statements Auditor's Report Form 4 (the "Financial Statements") of Tom Hayes (the "Candidate"), which comprise the Statement of Campaign Income and Expenses, the Calculation of Surplus or Deficit, and the attached schedules of Contributions for the campaign period from July 29, 2022 to January 3, 2023 relating to the election held on October 24, 2022. In my opinion, except for the possible effects of the matter described in the Basis for Qualified Opinion paragraph the Financial Statements for the campaign period from July 29, 2022 to January 3, 2023 are prepared, in all material respects, in accordance with the accounting requirements of subsections 88.8 through 88.31 of the Municipal Elections Act, 1996. Basis for Qualified Opinion I conducted my audit in accordance with Canadian generally accepted auditing standards. My responsibilities under those standards are further described in the Auditors responsibilities for the audit of the financial statements section of our report. I am independent of the Candidate in accordance with the ethical requirements that are relevant to my audit of the Financial Statements in Canada. I have fulfilled my other ethical responsibilities in accordance with these requirements. I believe that the audit evidence I have obtained is sufficient and appropriate to provide a basis for my qualified opinion. Due to the nature of the types of transactions inherent in an electoral campaign, the completeness of contributions and other revenues of goods and services and receipts and disbursements is not susceptible to satisfactory audit verification. Accordingly, my verification of these transactions was limited to the amounts recorded in the accounting records of the Candidate. and I was not able to determine whether any adjustments might be necessary to contributions and other revenue, expenses, assets and liabilities, and surplus or deficit. Emphasis of Matter— Basis of Account and Restriction on Distribution and Use The Financial Statements are prepared to assist the Candidate in complying with the provisions of subsections 88.8 through 88.31 of the Municipal Elections Act. 1996. As a result, the Financial Statements may not be suitable for another purpose. My report is intended solely for the Candidate and the Ministry of Municipal Affairs and Housing and should not be distributed to or used by parties other than the Candidate and the Ministry of Municipal Affairs and Housing. My opinion is not modified in respect of this matter. Responsibilities of the Candidate The Candidate is responsible for the preparation of the Financial Statements in accordance with the provisions of subsections 88.8 through 83.31 of the Municipal Elections Act. 1996. and for such internal control as the Candidate determines is necessary to enable the preparation of the Financial Statements that are free from material misstatement, whether due to fraud or error. Auditors responsibilities for the audit of the Financial Statements My objective is to obtain reasonable assurance about whether the Financial Statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes my opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with Canadian generally accepted auditing standards will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these Financial Statements. As part of an audit in accordance with Canadian generally accepted auditing standards, I exercise professional judgement and maintain professional skepticism throughout the audit. I also: Identify and assess the risks of material misstatement of the Financial Statements, whether due to fraud or error, design and perform audit procedures responsive to those risks, and obtain audit evidence that is sufficient and appropriate to provide a basis for my qualified opinion. The risks of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Candidate's internal control. Evaluate the overall presentation, structure and content of the Financial Statements and whether the Financial Statements represent the underlying transactions and events in a manner that achieves fair presentation. I communicate with the Candidate regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that I identify during my audit. I also provide the Candidate a statement that I have complied with relevant ethical requirements regarding independence and communicate with the Candidate regarding all relationships and other matters that may reasonably be thought to bear on my independence, and where applicable, related safeguards. Michael Evans, CPA Chartered Professional Accountant, Licensed Public Accountant Toronto, Ontario December 19, 2022