Finance Department

WELCOME
Welcome to the Finance Department of Lower Makefield Township. We hope you find information helpful and useful. Township finances can be difficult to understand, and we will attempt to provide some basic information so residents and constituents can better understand how tax dollars are spent.

Mission Statement:
Our goal is to provide accurate, timely and reliable information on the Township’s finances to all residents and constituents. We are also stewards of the Township’s revenues and assets, and as such we are responsible for the proper safeguarding of all funds and their appropriate spending.

Along with required and mandated audits, we do this primarily through recurring reports and presentations, including constant monitoring and reporting on the township’s budget.

Reporting on the townships many funds also includes the following annual audits or reports:

  1. Annual Financial Audit of all funds
  2. Bi-Annual audit of Liquid Fuels monies
  3. Annual Audit of Sewer Fund
  4. Annual DCED report as required by the Commonwealth of PA

We are responsible for all facets of the townships finances, including monitoring revenues and expenses, and helping to manage the townships investments.

The specific areas that can be found in the Finance department include:

  1. Accounts Payable
  2. Accounts Receivable
  3. Payroll
  4. Budget
  5. Special Billing
  6. Golf Course Accounting
  7. Sewer Fund Accounting
  8. Grant Accounting

There are many other items which we manage or report on. Any questions on any of the township’s finances can be sent to: Finance@lmt.org


Local Service Tax
In November, 2009, Lower Makefield Township enacted a local service tax of $52 per year to be paid by all persons working in the Township.

The Township appointed Berkheimer to collect the tax. If you have questions, you can reach Berkheimer's Customer Care Department at 610-599-3139.

If you need forms, you can download them from Berkheimer's website,
www.hab-inc.com/Forms/Local Service Tax.


ACT 44 DISCLOSURE FORM FOR ENTITIES PROVIDING PROFESSIONAL SERVICES TO THE LOWER MAKEFIELD TOWNSHIP'S PENSION SYSTEM

Beyer-Barber Company Disclosure Form

Glenmede Trust Company Disclosure Form




Lower Makefield Township 2009 DCED Report

Click here to view the report


Local Services Tax - Ordinance No. 381

Click here for more information


LMT Tax Advisors

Berkheimer Tax Administrator, Inc


2011 End of Year Report


Budgets

2012 Preliminary Budget

2011 Final Budget

2011 Preliminary Budget

2011 Golf Budget Information

Amended 2010 Budget

NOTE: Microsoft Internet Explorer is required to view the 2010 Amended Budget Summary.

2010 Audit Report

2009 Audited Financials

2010 Golf Budget

2009 Budget Summary

2008 Budget Summary

2007 Budget Summary


Quarterly Reports

Finance Report 2011

2011 2nd Quarter Finance Report

2011 1st Quarter Finance Report

2010 3rd Quarter Finance Report

2010 2nd Quarter Finance Report

2010 1st Quarter Finance Report

Finance Director's Quarterly Report - 2009

Finance Director's First Quarter Report - 2009

Finance Director’s Second Quarter Report – 2009

Finance Director's Quarterly Report - 2008

Finance Director's Second Quarter Report - 2008

Finance Director's Third Quarter Report - 2008

2008 Financial Statements and Supplementary Information

2007 Financial Statements and Supplementary Information

Lower Makefield Township 2008 Golf Budget

2010 Municipal Sewer Authority Financial Statements

2008 Municipal Sewer Authority Financial Statements

2007 Municipal Sewer Authority Financial Statements

2006 Municipal Sewer Authority Financial Statements

2005 Municipal Sewer Authority Financial Statements

 

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