WINTER FUN GUIDE 04
TAHOE DONNER N
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2024 BUDGET REPORT TA H O E D O N N E R G I V I N G F U N D
DECEMBER 2023
21
GET INTO THE SPIRIT OF GIVING (AND RECEIVING)! 16
INSIDE THE REPORT:
THE BUZZ:
02
10
ASSOCIATION UPDATES
EVENTS, DINING + UPDATES
Message From the Club Updates Board President
18
Briefs
14
Dining Hours + Specials
20
Board Meeting Recaps
04
WINTER FUN GUIDE Plan Your Adventures at Tahoe Donner’s Amenities This Winter
FEATURES
21
2024
BUDGET REPORT
ANNUAL BUDGET REPORT
16
GET INTO THE SPIRIT OF GIVING (AND RECEIVING!) WITH TDGF
DOUGLAS DEVORE
Budget and Financial Information for 2024
TAHOE DONNER NEWS |
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VOLUME 24 | NO. 12
DECEMBER 2023 EDITORIAL AND PRODUCTION TEAM Lindsay Hogan Carlynne Fajkos Cynthia Cendreda
Drew Deurlington Camy Bretin
SENIOR MANAGEMENT
Annie Rosenfeld | Interim General Manager + Director of Administrative Services arosenfeld@tahoedonner.com Miah Cottrell | Director of Information Technology mcottrell@tahoedonner.com John Groom | Director of Land Management + Open Space jgroom@tahoedonner.com Lindsay Hogan | Director of Communications + Member Relations lhogan@tahoedonner.com Todd Martyn-Jones | Director of Finance, Accounting + Business Support tmartynjones@tahoedonner.com Jon Mitchell | Director of Capital Projects + Facilities jmitchell@tahoedonner.com Miguel Sloane | Director of Operations msloane@tahoedonner.com Steve Turner | Director of Food + Beverage sturner@tahoedonner.com
BOARD OF DIRECTORS President | Don Koenes dkoenes@tahoedonner.com
Vice President | Benjamin Levine blevine@tahoedonner.com Treasurer | Steve Mahoney smahoney@tahoedonner.com Secretary | Courtney Murrell cmurrell@tahoedonner.com Director | Jim Roth jroth@tahoedonner.com
POSTMASTER: Periodical postage paid at
Truckee, California and additional mailing offices. Send address changes to Tahoe Donner News, 11509 Northwoods Blvd., Truckee, CA 96161; (530) 587-9400, Fax (530) 579-3224
EMAIL: comdep@tahoedonner.com ADVERTISING SALES: CC Media + Publishing is the exclusive advertising representative: (775) 327-4200 | laura@cc.media PUBLISHING INFORMATION TAHOE DONNER ASSOCIATION HOLDS THE EXCLUSIVE SERVICE MARK RIGHT TO “TAHOE DONNER.” ANY UNAUTHORIZED USE OF SUCH WILL BE REGARDED AS AN INFRINGEMENT OF THAT SERVICE MARK RIGHT AND IS PROHIBITED. THE INCLUSION OF ADVERTISING IN THIS PUBLICATION DOES NOT CONSTITUTE AN ENDORSEMENT OR RECOMMENDATION BY TAHOE DONNER ASSOCIATION OR ITS BOARD OF DIRECTORS OF THE PRODUCTS, SERVICES OR VIEWS CONTAINED THEREIN. TAHOE DONNER NEWS (ISSN 1550-6061) IS THE OFFICIAL MONTHLY PUBLICATION OF TAHOE DONNER ASSOCIATION, WHICH IS LOCATED AT 11509 NORTHWOODS BLVD., TRUCKEE, CA 96161. EACH MEMBERSHIP PARCEL RECEIVES ONE SUBSCRIPTION TO A DOMESTIC ADDRESS. COST TO PRODUCE AND DISTRIBUTE THIS PUBLICATION IS OFFSET BY ADVERTISING REVENUES. PERIODICALS POSTAGE PAID AT TRUCKEE, CA, AND ADDITIONAL MAILING OFFICES. MEMBER LETTERS TO TAHOE DONNER ARE PUBLISHED IN THE MEMBER PORTAL; DETAILS AVAILABLE AT TAHOEDONNER.COM/MEMBER-LETTERS.
MESSAGE FROM THE BOARD PRESIDENT Dear Neighbors, On behalf of the board of directors, thank you to everyone who participated in developing the 2024 Budget presented in this special edition of Tahoe Donner News. Member participation was core to this year’s budget process. Thank you to the Finance, Long-Range Planning and Trails and Open Space Committee members and to the many members who took the time to attend the workshops, make comments and send letters. Also, thank you to staff, who diligently sharpened the pencil and refined the draft budget throughout the months-long process. We now have a fiscally responsible operating budget and a capital funding plan that addresses both the immediate and long-term needs of the association. The board also approved the 2024 Annual Strategic Objectives. Previously referred to as the “Annual Work Plan,” staff, led by Interim General Manager Annie Rosenfeld, made the transition to better align with our long-range strategic plan. Here are the focus areas for 2024: Amenity Access Policy Update: The board continues its work on updating our amenity access policy. You can attend the ongoing workshops and evening member forums to provide your input and feedback. For the latest information, see tahoedonner.com and look for “Amenity Access Policy” in the Members section. Member Relations and Engagement: A new member survey is coming to you soon to help us better understand member needs and identify areas of improvement and opportunities to increase value and member satisfaction. This information will help us adapt and evolve our member programs and services.
Stewardship: The Land Management team will focus on ways to expand and enhance community involvement, education and partnerships to increase the level of public trust and keep the community safe. Fire Defensibility: This is a perennial objective to minimize and mitigate wildfire risk through compliance with our defensible space program. Capital Policies Update: The board will update our Capital Fund policies to address a long-term funding strategy and financial plan for capital improvement and building renovations and replacement. Downhill Ski Lodge Replacement: Following approval by the Town of Truckee, the next step is to move to competitive bids. After we receive the bid results, the board will revisit the April 2022 board authorization to proceed in an open session to consider whether to proceed, alter or abandon the project. Organizational and People Development: We are constantly evaluating, applying and measuring ways to improve organizational effectiveness. Strategic Interagency Relationships: We will focus on opportunities for improving our community through partnerships with public and private agencies such as the Town of Truckee, Truckee Fire Protection District, Truckee Public Utility District, United States Forest Service, Truckee River Watershed Council, Truckee Donner Land Trust, etc. Again, thank you to everyone who contributed to us being well-prepared for 2024! Best wishes for a wonderful holiday season! DON KOENES | BOARD PRESIDENT
FEATURED EVENTS
Come out and ski or ride along with Santa! The ticket office and rentals open at 10:30AM and lifts open at 11:30AM on Christmas Day. Enjoy the morning with your family, then come out for some holly jolly fun. WHEN: Dec. 25 WHERE: Downhill Ski Resort LEARN MORE: Page 5
NEW YEAR’S EVE LIGHT PARADE + FIREWORKS
NEW YEAR’S EVE DINNER + TOAST
Ski down Race Course Run in the dark with friends! Music and snacks will be provided in the bar area prior to the parade with fireworks commencing following the precession.
Enjoy a special fourcourse prix fixe menu with optional wine pairing. At 9PM, join The Lodge for a complimentary champagne toast to ring in the new year! Reservations recommended.
WHEN: Dec. 31 WHERE: Downhill Ski Resort LEARN MORE: Page 5
WHEN: Dec. 31 WHERE: The Lodge Restaurant & Pub LEARN MORE: Page 14
CA Lic #775721 NV Lic #075038
12710 Northwoods Blvd Suite 1. Truckee, California Troy Deibert (530) 386-6635 donnertahoeflooring.com Call for an appointment.
MOUNTAIN MODERN, MEETS RUSTIC ELEGANCE. CCL CA #845690
CHRISTMAS DAY SKI WITH SANTA
DaVinci fireplaces feature enormous, breathtaking presentations of fire complemented by tall, inviting flames and realistic glowing embers. Talk to our experts about a DaVinci custom fireplace.
530.587.6681 | MountainHomeCenter.com | 11403 Brockway Road, Truckee, CA
TAHOE DONNER NEWS |
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FEATURE
WINTER FUN GUIDE THE BUZZ PRESENTS THE 2023/24
MAKE THE MOST OF YOUR SNOW Y SEASON WITH ALL THAT TAHOE DONNER HAS TO OFFER THIS WINTER! By CYNTHIA CENDREDA
Are you ready to embark on your winter adventure? Thrills await at Tahoe Donner this season, featuring fun and excitement for the whole family. Learn to ski at your own pace with comprehensive instruction and forgiving terrain at the Downhill Ski Resort. Explore over 100 kilometers of trails that meander through meadows and forests and experience unforgettable Sierra views via Nordic skis or snowshoes at the Cross Country Ski Center. Race down a sled hill or bank turns in an inner tube and more at Snowplay! Whatever you choose, plan ahead for your memorable winter at tahoedonner.com.
All prices, dates, times and locations are subject to change. Please visit tahoedonner.com for the latest information.
DOWNHILL SKI RESORT 11603 Snowpeak Way | (530) 587-9444 | tahoedonner.com/downhill | skireservations@tahoedonner.com OPENING DAY: Friday, December 8, conditions permitting SKIABLE ACRES: 120 RUNS: 17 LIFTS: 1 quad, 1 triple, 3 conveyors TERRAIN: 40% Beginner, 60% Intermediate For 50 years, Tahoe Donner Downhill Ski Resort has been a one-stop shop for beginners and families and is known as Tahoe’s “best place to begin” with wide, friendly ski runs and affordable family fun.
Ticket Office: 8AM-4PM
Rentals + Repairs: 8AM-4:30PM
Parking Shuttles: 8AM-4:45PM
Chairlifts: 9AM-4PM
Downhill Grill: 8-10:30AM + 11AM-3PM Downhill Bar: 11AM-5PM Schedules subject to change based on conditions. See website for details and menu.
SEASON PASSES AS OF NOVEMBER 18
MEMBER
PUBLIC
Youth (7-12)
$333
$489
Junior (13-17)
$398
$569
Adult (18-59)
$500
$758
Senior (60-69)
$352
$489
Get unrestricted ski days at Tahoe Donner Downhill Ski Resort as well as free ski days at Diamond Peak and Homewood Mountain Resort, retail savings and more. Make it a combo pass to ski at both resorts and discover additional exclusive perks.
Super Senior (70+)
$352
$489
For complete details, visit tahoedonner.com/skiseasonpasses.
Member Super Senior (70+)*
$124
N/A
Child (0-6)
$103
$145
*Midweek/Non-Peak Periods Only
For kids as young as 3 and seniors ages 50+, enroll in weekly ski and snowboard programs to help improve skills or compete on a ski race or ski/ snowboard recreational team! Visit the website for individual program details and to register.
Tahoe Donner Downhill Ski Resort is the best place in the Tahoe region for family fun and learning, with affordable lessons designed for all levels, including learn-to-ski programs for children as young as three years old. Whatever your ability, Tahoe Donner is an ideal place to start a lifelong sport!
SKI AND SNOWBOARD PRIVATE LESSONS
The most popular and productive lessons are individual or small private sessions with a pro. The location and activities of the class are tailored to your specific needs. For the best deal, try the three-hour private lesson! Lessons start at $189 for members.
NOW HIRING INSTRUCTORS!
The Downhill Ski Resort is seeking ski and snowboarding instructors to join the team! To apply, visit tahoedonner.com/jobs.
• Book lift tickets and equipment rentals in advance on ShopTD this season to ensure the best rates, including great, new midweek discounts! View pricing and availability online. • Rental packages and demo gear from top brands start at $38 for kids and $53 for adults, with discounts for multiple days. • The full-service repair shop offers wax, base repair, grinds and more. • The retail store offers ski and snowboard essentials.
FOOD + BEVERAGE
• Come up and enjoy the famous tri-tip sandwich at the Downhill Ski Bar + Grill!
SKI PROGRAMS
SKI AND RIDE SCHOOL
LIFT TICKETS, RENTALS, DEMOS, TUNES + RETAIL
SKI AND SNOWBOARD LESSON PACKAGES All group packages include a full-day lift ticket, lesson and rental equipment.
• Snowflakes and Shredders: These unique beginner programs for younger kids have a low student-to-instructor ratio. Kids ages 3-6 can participate in Snowflakes ski lessons. Kids ages 5-6 can participate in Shredders snowboard lessons. • Kids Lessons: Watch your kids ages 7-12 take their skills to the next level. These programs are available for all abilities and offered as either full-day or afternoon lessons. • Adult Lessons (age 13+): Take a morning or afternoon lesson to improve your skills on the mountain so you can keep up with your kids! Group lessons start at $149 for members.
• Mug Club at the Downhill Ski Bar – mugs are available for purchase. Grab yours early, as they will sell out!
EVENTS
Events are weather permitting and subject to cancellation. Visit the web for the most current information. CHRISTMAS DAY SKI WITH SANTA Monday, Dec. 25 | Lifts open at 11:30AM Come out and ski or ride along with Santa! The ticket office and rentals open at 10:30AM and lifts open at 11:30AM on Christmas Day. Enjoy the morning with your family, then come out for some holly jolly fun. NEW YEAR’S EVE LIGHT PARADE + FIREWORKS SHOW Sunday, Dec. 31 | 6:15PM | FREE This fun event is for intermediate skiers and riders ages 10 or older who can ski or ride unassisted in the dark up the Eagle Rock lift and down Race Course Run. Music and snacks will be provided in the bar area prior to the parade, with a chair loading time of 6:15PM. Fireworks will commence following the precession. Limited spots available. Visit the web for more info. Free event for all!
TAHOE DONNER NEWS |
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ALPINE MEDIA HOUSE
HOURS OF OPERATION:
CROSS COUNTRY SKI CENTER 15275 Alder Creek Road | (530) 587-9484 | tahoedonner.com/xc | xc@tahoedonner.com OPENING DAY: Friday, November 24, conditions permitting ACRES OF TERRAIN: 3,000+ SKI + SNOWSHOE TRAILS: 79 TERRAIN: 34% Beginner, 40% Intermediate, 23% Advanced, 3% Expert
TRAIL DISTANCE: 100+ km
Rated the Best Cross Country Ski Area in Truckee/North Tahoe year after year by Sierra Sun readers, explore over 100 kilometers of ski/snowshoe trails and snow-kissed alpine views.
HOURS OF OPERATION
Trails: 8:30AM-5PM
Rentals + Repairs: 8:30AM-4:30PM
Alder Creek Cafe: 8:30AM-4PM Daily | 5-8PM Thursday + 5-7PM Sunday Trailside Bar: 11AM-5:30PM Daily Facility and trails open from 12-5PM on Dec. 25. Always check the grooming report daily with trail details and conditions. Schedules subject to change based on conditions.
SEASON PASSES AS OF NOVEMBER 18
MEMBER
PUBLIC
Youth (7-12)
$130
$174
Junior (13-17)
$224
$299
Adult (18-59)
$501
$668
Senior (60-69)
$430
$574
Super Senior (70+)
$430
$574
Member Super Senior (70+)
$146
N/A
Dog Pass
$154
$206
Child (0-6)
$47
$63
Midweek/Non-Peak Periods Only Restrictions Apply
Enjoy unrestricted skiing and other benefits including early bird access, retail, food and beverage discounts, access to season-long ski lockers and ski/snowshoe equipment rentals and free ski days at Diamond Peak, Homewood Mountain Resort and Tahoe CrossCountry in Tahoe City (for XC/combo passholders only). Upgrade to a combo pass for additional unrestricted access to the Tahoe Donner Downhill Ski Resort! Visit tahoedonner.com/skiseasonpasses for details.
WINTER TRAIL ACCESS
Please note: a trail pass is required for access to ski or snowshoe. Hiking and biking are not permitted within the ski area boundary. Dogs are not allowed except dog season passholders on designated trails.
DAY PASSES + RENTALS
Book day passes and equipment rentals in advance on ShopTD this season to ensure the best rates, including great, new mid-week discounts! See ShopTD to view pricing and availability. Book early to guarantee your ski experience! High demand for skiing is anticipated again this season and often sells out over the holidays and on weekends. Reserve your daily trail passes, rentals, private lessons and group lessons in advance to ensure you get your preferred ski days.
KATEY HAMILL
Note: season passholders do not need to make daily access reservations but should plan to reserve lessons and rentals in advance.
SKI TUNING
Let technicians tune, repair and wax your skis for easier skiing and better performance.
RETAIL
Check out the region’s best selection of cross country ski clothing and accessories in the retail store. Season passholders receive 10% off non-sale items.
FREE SHUTTLE SERVICE
Take away the hassles of parking, and save money by using the free TART Connect service from your house to the ski area, or using the free weekend/holiday shuttle from the parking lot at The Lodge Restaurant & Pub. See web for details.
LEARN TO XC SKI THIS SEASON IN A LESSON OR PROGRAM
An array of introductory lesson packages are available online at tahoedonner.com/xc and include a trail pass and equipment. Prices start at $99 for members. For more in-depth instruction, fourweek programs for beginners are also offered from January through March. Four-week sessions for members are $224 for beginner skiers and $134 for intermediate/ advanced skiers and include a trail pass and equipment for each day. Enroll in a lesson or sign up for a four-week program today!
IMPROVE YOUR SKIING WITH A PRIVATE LESSON
Enhance your skiing abilities this winter with private lessons from a PSIA-certified ski school instructor. Available daily and suitable for all levels, private instruction is an ideal way to help refine your technique and boost confidence. Visit tahoedonner.com/xc for complete details, or sign up on ShopTD. Member Pricing: Starting at $89, not including pass or equipment, and $149 for midweek packages including pass and equipment
KIDS XC PROGRAMS
The following eight-week XC after-school programs for kids still have openings at the time of press: • TD Kids: Basic skill-building for grades K-5 | Wednesdays or Thursdays • Junior Biathlon: Shoot safely with laser rifles and improve ski skills for grades 2-7 | Tuesdays • Junior Racers: Race skills for grades 3-5 | Mondays Register on ShopTD. Member Pricing: $187, including trail pass and equipment for all eight sessions
SEASON-LONG EQUIPMENT RENTALS
Season passholders can pay in advance for season-long equipment rentals. This program gives you the flexibility to enjoy quality classic or skate skis, demo gear or snowshoes without the cost of buying. Specialized, high-performance skis are also available through the rental shop, where dedicated staff can help you select the right equipment and return it when you’re done for the day. Sign up at ShopTD. Member Pricing: Adults $305, Kids $130
SEASON-LONG SKI LOCKER RENTALS
Conveniently store your gear at the Cross Country Ski Center all season long. Individual (up to three sets of gear) or family-sized (up to five sets of gear) lockers are available for season passholders only. Reservations are now open to members and the public. Reserve your locker soon at ShopTD, as they often sell out. Individual Locker: Members $199 Family Locker: Members $269
EVENTS
Events are weather permitting and subject to cancellation. Please call (530) 587-9484 or visit the web for more info. NEW YEAR’S EVE SNOWSHOE TOUR Sunday, Dec. 31 | 5:30-8PM | Suitable for ages 13+ Enjoy an evening under the stars this New Year’s Eve with a guided snowshoe tour of the cross country trails at night! Groups depart from the Alder Creek Adventure Center, and equipment is available if needed. Space is limited, so be sure to reserve your spot now. For complete details, visit tahoedonner.com/nye-snowshoe-tour.
SNOWPLAY
12790 Northwoods Boulevard at Trout Creek Rec Center (530) 587-9400 | tahoedonner.com/snowplay snowplay@tahoedonner.com OPENING DAY: Friday, December 8, conditions permitting ACTIVITIES: Sledding, tubing, snowman building, snowball making and more. Fun for the whole family! Join us for a tubular time at Snowplay! Reserve a timeslot so you can race down a sledding hill, bank turns in a tubing lane or romp around the snow at Tahoe Donner’s favorite winter playground. Reservations are highly recommended; timeslots will sell out. Purchase tickets up to seven days in advance on ShopTD. Everyone must have a ticket to enter the Snowplay area. Admission tickets include sleds and tubes (no personal equipment permitted).
HOURS OF OPERATION Fridays: 12:15-4:30PM
Saturdays + Sundays: 9AM-4:30PM RESERVATION TIME SLOTS: 9-10:15AM, 10:30-11:45AM, 12:15-1:30PM, 1:45-3PM, 3:15-4:30PM
Morning timeslots for weekends only
Extended Holiday Hours: 9AM-4:30PM • Dec. 23, 2023-Jan. 7, 2024 (Dec. 25 opens at 12:15PM) • Jan. 13-15, 2024 • Feb. 17-25, 2024 Schedule subject to change based on conditions.
TICKETS
MEMBER PUBLIC PUBLIC
NON-PEAK
Toddler (0-3)
PEAK
Free
Free
Free
Child (4-12)
$7
$22
$27
Adult (13-59)
$12
$27
$32
Senior (60-69)
$7
$22
$27
Super Senior (70+)
Free
Free
Free
Tickets are still required for Toddlers, Super Seniors and members with a paid Recreation Fee. Tickets can be acquired on ShopTD. Snowplay access is free for members with paid Recreation Fee. Reservations highly recommended.
TD EATS FOOD TRUCK
BETSY PFEIFFER
After romping around in the snow, cozy up with hot cocoa, coffee, freshly made donuts and more at the TD Eats food truck, available during select days when Snowplay is open.
We carry high-quality hardwood flooring and carpet ideal for your mountain home. Visit us and explore our amazing selection at the Pioneer Commerce Center in Truckee. 10800 Pioneer Trail, Unit 3, Truckee 530 582.7428 | CA LIC #345494
TAHOE DONNER NEWS |
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TROUT CREEK REC CENTER + POOLS
12790 Northwoods Boulevard | (530) 587-9437 | tahoedonner.com/fitness Open to members and their guests, the Trout Creek Recreation Center is a state-of-the-art fitness facility offering the equipment, instruction and encouragement necessary to make any exercise routine a success. The Rec Center has everything you need to improve overall fitness, including weight and cardio machines, fitness classes, pools, spas, a steam room and sauna.
HOURS OF OPERATION
DAILY ACCESS FEE
Lap Pool: Daily | 6AM-7:45PM
Member without paid Rec Fee $12
Gym: Daily | 6AM-9PM
Spas, Steam Room + Sauna: Daily | 6AM-8:45PM Recreation Pool: Daily | 10:15AM-7PM
Rec Pool conditions permitting
Holiday Hours: • Nov. 23 | 6AM-1:30PM • Dec. 24 | 6AM-5:30PM • Dec. 25 | 12-5:30PM • Dec. 31 | 6AM-7:30PM
BILL STEVENSON
• Jan. 1 | 6AM-9PM
Member with paid Rec Fee Guest with member present
FREE $15
Guest without member present* $20 Child (0-6)
FREE
*Transferable guest card required. The Access Fee is waived for members with a paid Recreation Fee.
SWIM + GYM STICKER REQUIRED
Members ages 13-17 with a gym sticker may use the gym without direct supervision only after attending an orientation and having the gym waiver and code of conduct signed by a parent or legal guardian. To schedule an orientation, email troutcreek@tahoedonner.com.
FITNESS CLASSES
Supplement your winter adventures with additional training. Basic fitness classes like TRX and spinning are now included with your paid Rec Fee. Check the web for current schedule of offerings.
BARBELL CLINIC
Thursday, Dec. 14 | 5-8:30PM Join this upcoming clinic to learn the basics of weightlifting with a barbell, including the correct form in a squat, deadlift, shoulder press and bent-over row, plus effective training strategies, etiquette and more. For more information, call (530) 587-9437.
TAHOE DONNER NEWS |
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THE
BUZZ:
4-WHEELERS CLUB We had a long weekend trip to Bridgeport for some exploring. Our first adventure was from Virginia Lakes and Dunderberg Meadow Road to the Kavanaugh Ridge. From the ridge, we looked down on beautiful lakes sparkling in the setting sun. It was stunning! The aspens were starting to change colors, making the mountain vistas even more magical. The next day, we climbed to Log Cabin Mine above Lee Vining. The mine ruins are mostly intact, but last winter’s near-record snowfall did collapse a part of the roof of the processing building.
CLUBS
SENIOR ALPINE SKI CLUB We are geared up for another fabulous winter season and planning club ski days at Alpine Meadows, Palisades Tahoe and Northstar, as well as looking into future away trips to Heavenly and Mammoth Mountain. Many of our members are looking forward to the Far West Ski Association trip to Steamboat Springs, Colorado, in January. Last season, Far West hosted a wonderful trip to Jackson Hole, and we all had a cold but wonderful time skiing the challenging terrain in Wyoming.
KARATE CLUB
The following students were promoted in October:
Sanna Schlosser – second-grade brown belt
Alyssa Flynn – second-grade blue belt Kayla Flynn – blue belt
Please visit our website at tdski.com for more information. Happy holidays!
We continued to Bald Mountain Lookout for more inspiring Eastern Sierra views. And on Sunday, the group ventured to the top of Mount Patterson with stops at Masonic and Chemung Mines on our way back. Before heading home, part of the group stopped at Bodie State Historic Park for a step back in time.
The Karate Club will begin accepting new members annually from January through March 2024. Stop in during class to register. The annual club fee is $50. Classes are held at the Trout Creek Rec Center Thursdays and Saturdays from 4-6PM (beginners from 4-5PM and advanced students from 5-6PM). A paid rec fee or daily access fee applies.
Visit TD4Wheelers.org to learn more or join the club.
AMERICAN MAH JONGG CLUB
KATEY HAMILL
Tahoe Donner American Mah Jongg Club was represented this past October at the Sacramento Mah Jongg Fever Tournament by our club coordinator, Dori Schick. Dori placed tenth in the third-day mini-tournament – over 120 people from all parts of the United States attended. Playing in Mah Jongg tournaments is a great way to improve your playing skills, have loads of fun and meet new people! The club meets every Tuesday at Pizza on the Hill from 12-3PM. We play using the National Mah Jongg League’s card and rules. If you enjoy playing American Mah Jongg, please join us. No RSVP needed!
For more information about the Mah Jongg Club, contact Linda Slattery at lbslattery@yahoo.com or Dori Schick at doridans@hotmail.com.
Location: Trout Creek Rec Center
Days: Thursdays and/or Saturdays
Times: 4-6PM (beginners dismissed at 5PM)
Costs: $50 annual club fee plus paid Rec Fee or Daily Access Fee; parent(s) who participate with a child are free Eligibility: Ages 8+
To Join: Contact Suz Field Sensei at IKLdojo.TD@gmail.com to observe or participate in classes prior to joining the club Continued on page 12
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Learn more at: Truckee.com/BigLifeConnections
TAHOE DONNER NEWS |
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THE BUZZ: CLUBS CONTINUED
JUNIOR GOLF CLUB With Christmas around the corner, it’s a bit difficult to think about golf, but it is never too early to practice your putting – on the carpet during TV commercials! This past year, we saw a significant uplift in the Tahoe Donner junior golf program. Spearheaded by Molly Springmann, one of our top-notch golf professionals, Tahoe Donner joined the PGA Junior League. Our junior team competes against other courses in our area, such as Martis Camp, Ponderosa and Old Greenwood. You do not need to be Tiger Woods to compete on this team.
QUILT CLUB nine holes with other players of similar age and experience. The team is a great way to meet new friends and learn about the game of golf. You do not have to be on the competition team to play. Check the Junior Golf Programs section at tahoedonner.com/golf to learn more and plan for the 2024 season.
In addition to weekly team matches, we continue to hold our Thursday play days during the golf season. This is open to all golfers under age 18. After some putting games, participants go out and play
WOMEN’S GOLF CLUB
A fun event that the Women’s Golf Club hosts each summer is the Summer Partners Tournament. All Tahoe Donner property owners are invited to join us for an afternoon of two-person scramble golf followed by a potluck dinner. All enjoy the camaraderie, food and light competition. Our 2023 winners were: Low Gross Over the Field Karen and Steve Grote Flight 1 (Net)
First: Lisa Foster and Bob Bonino
Second: Mary Ann and Scott Taylor Third: Christine Carolan and Dave Janiszewski
KATEY HAMILL
Flight 2 (Net)
First: Leslie Sator and Mike McGroder Second: Lydia and Jim Stang
Third: Linda Brown and Greg Mears For more information about the Women’s Golf Club, email tdwgclub@gmail.com.
Happy holidays! This is a busy season for everyone. Whether expecting visitors or hosting an event, it seems there is always too much to do! But it is also a time to give thanks for all we have: the people in our lives, our four-legged companions, good health and the natural beauty surrounding us. Knowing the ladies in our group, there will be a flurry of activity to make presents and ornaments with holidaythemed fabrics – “Oh, I forgot cousin Joey! Maybe he could use a special bag for his jewelry tools.” It is so nice to receive a handmade present.
MEN’S GOLF CLUB
Tahoe Donner’s golf season closed on Oct. 15 on a beautiful Sunday afternoon. After a late start due to last winter’s extreme snow, Head Golf Pro Jeff Hwang and Golf Course Superintendent Ram Sena did a heroic job getting the course in superb condition, making for a great overall season. TDMGC has already begun planning for the 2024 season, and we have dates for a few key events. Mark your calendars for the following: Summer 2024
May 26 – Kickoff Social
June 9 – Ice Breaker (Season Opening Tournament)
Aug. 17-18 – Club Championship Weekend Sept. 5-7 – Invitational
For more information about the Men’s Golf Club and how to establish membership, visit tdgolfclub.com or contact Membership Chair Michael O’Connell at oconnell.tdgolf@gmail.com. We look forward to seeing you in 2024.
December is dedicated to holiday fun, but starting in January 2024, we will meet in the Alder Room at The Lodge Restaurant & Pub every first and third Wednesday of the month from 1-3PM. If you want to find out more about what we do, contact Odette at odette.turmel@gmail.com. Quilters of all levels are welcome. The members of the TD Quilt Club wish all our neighbors a wonderful holiday season filled with good company, good food and fun activities.
EXPERIENCE THE MAGIC. At Mountain Home Center now through the end of December. Our showroom is aglow with lighted Christmas trees, decorated mantels, & hand-selected holiday décor.
WINTER IS COMING Reliable local contact for your short term rental Available 24/7, 365 days Avoid fines Professional full service caretaking for your home Project Management ▪ Contractors ▪ House Cleaners
CA Lic #775721 NV Lic #075038
FREE ESTIMATE
SIMPLE. LOCAL. RELIABLE. READY www.managehome.net 530.500.2777
Shop gifts and seasonal décor Monday – Saturday 9am – 5pm 11403 Brockway Road, Truckee, CA | 530.587.6681 | MountainHomeCenter.com
TAHOE DONNER NEWS |
13
THE
BUZZ: All offers listed are valid during non-holiday periods and are not valid with any other promotions or coupons. Offers subject to change. Check the website for changes to operating dates and hours. All hours of operation are conditions permitting.
DINING VOTED BEST KID-FRIENDLY RESTAURANT BY SIERRA SUN READERS!
Pizza on the Hill serves up a delicious menu with fresh options for family and friends, including pizza, appetizers, salads, local draft beer, wine and more.
HOURS
Through Dec. 4 Friday-Monday | 4-8PM Beginning Dec. 8 Friday-Tuesday | 4-8PM Dec. 25 | Closed Reservations strongly recommended. Make a reservation online at OpenTable.com or call (530) 582-9669. Make sure to check the website for other hours updates due to holiday events.
HAPPY HOUR
FRIDAY-MONDAY/TUESDAY | 4-6PM Through Dec. 12
Enjoy $5 draft beer, $5 house wine and 25% off appetizers! Happy hour pricing and specials are available after Dec. 12 on Sundays and Mondays as part of the Football Season BOGO Pizza Deal.
The Lodge Restaurant & Pub is an award-winning neighborhood bistro with a hand-picked wine selection, craft cocktails and a fresh menu featuring local and organic meat and produce. Order dinner, drinks and desserts the whole family is sure to enjoy.
HOURS
Wednesday-Sunday | 5-8:30PM SPECIAL HOLIDAY HOURS Dec. 24 | 4-8PM Dec. 25 | Closed Dec. 26-30 | 4-8:30PM Dec. 31 | 4-9PM Jan. 1-2 | 5-8:30PM Make a dinner reservation online at OpenTable.com or call (530) 587-9455. Make sure to check the website for other hours updates due to holiday events.
LIGHT UP THE NIGHT
SATURDAY, NOV. 25 | 5:30PM
Welcome in winter with the magic and merriment of Light Up the Night. Join your neighbors and friends for Tahoe Donner’s annual tree lighting ceremony, featuring musical performances, hot cocoa and cider, beer, wine and holiday cocktails, kids craft stations and a very special visit from Santa Claus!
NEW YEAR’S EVE FOUR-COURSE MENU + CHAMPAGNE TOAST SUNDAY, DEC. 31
Enjoy a special New Year’s Eve fourcourse prix fixe menu with optional wine pairing. At 9PM (midnight EST), join The Lodge for a complimentary champagne toast to ring in the new year! Reservations recommended. Call (530) 587-9455 to reserve; credit card required. Cost: $125 per person; $50 additional for optional wine pairing
NO CORKAGE WEDNESDAY
Enjoy a waived corkage fee for wines brought from home from 5-8:30PM. Not valid Nov. 22, Dec. 20, Dec. 27, Jan. 3 or for banquets or private parties.
HAPPY HOUR IN THE PUB WEDNESDAY-SUNDAY | 5-6PM Through Dec. 14
Enjoy $5 draft beer, $7 house wine and well cocktails, plus 25% off the Pub menu. Not valid Nov. 22-26. 12850 NORTHWOODS BLVD (530) 587-9455 TAHOEDONNER.COM/THELODGE
FOOTBALL SEASON BOGO PIZZA DEALS
SUNDAY-MONDAY | 4-8PM
Root for your team while scoring on delicious pizza deals. Buy one pizza and enjoy a second one for 50% off during the football season, and enjoy happy hour pricing on drinks and appetizers for the duration of the game. MEMBER-EXCLUSIVE DEAL: Enjoy your second pizza for free! Must present your member ID to redeem promotion. 11509 NORTHWOODS BLVD (530) 582-9669 TAHOEDONNER.COM/PIZZA
DOWNHILL SKI
GRILL + BAR
Dining on the hill will return on Dec. 8 for opening day, conditions permitting. See website for the latest menu offerings.
HOURS
Beginning Dec. 8
Breakfast | Daily 8-10:30AM Lunch | Daily 11AM-3PM Grab + Go | Daily 8AM-4:30PM Bar | Daily 11AM-5PM 11603 SNOWPEAK WAY TAHOEDONNER.COM/GRILL-BAR
STAY IN THE KNOW. SIGN UP FOR WEEKLY EMAILS:
TAHOEDONNER.COM/SUBSCRIBE
TAHOE DONNER CONTACTS Area Code (530)
MEMBER SERVICES
587-9400 | info@tahoedonner.com | Live chat on website
AMENITIES
Alder Creek Cafe, located in the Alder Creek Adventure Center, is known for delicious, healthy options featuring seasonal and organic ingredients. The Trailside Bar offers a variety of unique draft and bottled beers and a diverse wine list.
HOURS
All Hours Beginning Nov. 24 GRAB + GO BREAKFAST Daily | 8:30-11AM LUNCH Daily | 11AM-4PM DINNER Thursday | 5-8PM Sunday | 5-7PM TRAILSIDE BAR Daily | 11AM-5:30PM
NEW! GRAB + GO COFFEE AND ESPRESSO BAR DAILY | 8:30-11AM
Pre- or post-trail-adventure, stop by the Trailside Bar for delicious coffee or espresso, organic juices, energy shots, fresh pastries and more!
EDI-BŌL
THURSDAY | 5-8PM Beginning Nov. 30
Dive into your favorite comfort foods with a twist every Thursday night. Beer and wine available for purchase at the Trailside Bar.
TRIVIA NIGHT + DINNER BUFFET SUNDAY | 5-7PM Beginning Dec. 10
Trivia night returns beginning Sunday, Dec. 10. Head to Alder Creek Cafe on Sundays from 5-7PM for brain-teasing questions and the chance to win fun prizes! Beer, wine, a special buffet and a limited dinner menu available. See website for buffet specials. 15275 ALDER CREEK RD (530) 582-9686 TAHOEDONNER.COM/ALDERCREEKCAFE
Beach Club Marina 587-9460 Bikeworks 582-9694 Campground 587-9462 Cross Country Ski 587-9484 Downhill Ski Resort 587-9444 Equestrian Center 587-9470 Forestry 587-9432 Golf Course 587-9443 The Lodge 587-9455 Recreation Hut 587-9413 Snowplay 587-9437 Tennis Center 587-9474 Trails 582-9672 Trout Creek Rec Ctr 587-9437
marina@tahoedonner.com bikeworks@tahoedonner.com campground@tahoedonner.com xc@tahoedonner.com ski@tahoedonner.com equestrian@tahoedonner.com forestry@tahoedonner.com golf@tahoedonner.com lodge@tahoedonner.com recreation@tahoedonner.com snowplay@tahoedonner.com tennis@tahoedonner.com trails@tahoedonner.com troutcreek@tahoedonner.com
ASSOCIATION COMMITTEE CHAIRS Architectural Standards Rod Whitten aso@tahoedonner.com
Giving Fund Nan Meek tdgf@tahoedonner.com
Covenants Evan Beller covenantscommittee@ tahoedonner.com
Long-Range Planning Dan Simmons lrpc@tahoedonner.com
Elections Steve Meyers electionscommittee@ tahoedonner.com
Trails and Open Space Peter Sawyer tos@tahoedonner.com
Finance Cathy Ravano financecommittee@ tahoedonner.com
Drop. It. Off. Bedding Ski Gear Sleeping Bags Dog Blankets & Beds Commercial Services Also Available
www.MS-AC.com
ASSOCIATION CHARTERED CLUB PRESIDENTS 4-Wheelers Tim West club@td4wheelers.org
Men’s Golf Corey Leibow cleibow1@gmail.com
9-Holers Women's Golf Debi Lorraine debi.lorraine@gmail.com
Mountain Bike Dustin Young dustinyoung75@gmail.com
American Mah Jongg Dori Schick doridans@hotmail.com
Quilt Odette Turmel odette.turmel@gmail.com
Equestrian Susan Terrell terrellsf@earthlink.net
Rowing Val Brinker vbrinker@dicksonrealty.com
Hiking Robin Reese rbtahoe@sbcglobal.net
Running Scott Bauhs info@tdrunclub.com
Junior Golf Jean Lai jslai@comcast.net
Senior Alpine Ski Stephen O’Brien stephob@comcast.net
Karate Suz Field IKLdojo.TD@gmail.com
Tennis/Pickle Ian Mindell tennis@tahoedonner.com
Limited Abilities Persons’ Golf Mike Srago msrago@comcast.net
Women’s Golf Tami Waddell wadainker@aol.com
FREE! Filter with Service!
• Locally owned HVAC Company • 30 years experience
• Specialize in repair, maintenance & replacement • Service all makes & models
• We understand the challenges of second home owners
MEMBER FEEDBACK
Help improve the overall association. Submit your comments and concerns via our online form on the member portal or at tahoedonner.com/feedback.
NV LICENSE #82386 | CA LICENSE #488050
775.843.7930 debbiec@ms-ac.com TAHOE DONNER NEWS |
15
THE REPORT
“‘TIS BETTER TO GIVE THAN RECEIVE” — BUT THIS YEAR YOU CAN DO BOTH!
AS 2023 COMES TO A CLOSE... We THANK YOU for your support.
By DIANE CAMPBELL, Tahoe Donner Giving Fund Committee Member ‘Tis time for the Tahoe Donner Giving Fund year-end fundraiser to award grants to local nonprofits and scholarships to deserving local students. From Dec. 12 through March 4, we are “Giving Together” to highlight the collective strength of Tahoe Donner members’ philanthropy and the incredible impact Giving Together makes on our region.
With wishes for a Healthy & Happy Holiday Season ahead...
We are delighted to thank the Tahoe Donner Association and local business owner Doug DeVore for their support of “Giving Together” through these generous donations to thank our givers. Each $100 contribution is eligible for a thank you gift, as well as the chance to win additional gifts throughout the campaign.
We look forward to helping you with your Real Estate needs in 2024!
• All donations of $100 or more during the campaign from Dec. 12 through March 4 can pick up a matted 16x20" print of Douglas DeVore's “Above Tahoe Donner” photograph (seen below) from Alpenglow Gallery in downtown Truckee.
TEAM@TRUCKEE-TAHOE.COM WWW.TRUCKEE-TAHOE.COM 530-446-2256
• On Jan. 1, every $100 donation will be entered in a drawing to select four lucky winners of a pair of Tahoe Donner Downhill or Cross Country Ski Center passes (subject to blackout dates), as well as four winners of $50 certificates to Tahoe Donner dining facilities.
BRE 01220758 & 01947697
• At the end of the campaign in March, every $100 donation will be entered into a drawing for an “Above Tahoe Donner” print in a size of their choosing up to 30x45", which must be picked up at Alpenglow Gallery in downtown Truckee. Please see our website, givingfundtahoedonner.com/AA2023, for all terms and conditions. *Donation of $100 = 1 entry; $200 = 2 entries, $300 = 3 entries, and so on.
DONATE TODAY
VISIT GIVINGFUNDTAHOEDONNER.COM/AA2023 OR RETURN THE INSERT MAILED WITH YOUR ANNUAL ASSESSMENT! The Tahoe Donner Giving Fund Committee is chartered by the Tahoe Donner Board of Directors to administer the Tahoe Donner Giving Fund, an affiliate fund of the Tahoe Truckee Community Foundation, a 501(c)(3) nonprofit
CA Lic #775721 NV Lic #075038
Join your neighbors to give and receive this season in support of the incredible nonprofit organizations and deserving students in North Tahoe/Truckee.
CUSTOM WINDOW COVERINGS BY POWERSHADES. Now offering motorized, advanced, energy efficient interior & exterior custom window coverings including measuring, design and installation services for your mountain home.
organization, tax #68-0416404. All contributions are voluntary and are tax-deductible as allowed by law. Tahoe
Donner Giving Fund grants and scholarships are made through the Tahoe Truckee Community Foundation’s annual review process. For more information, visit tahoedonner.com/giving-fund. Thank you to all donors and to our founding partner,
Elements Mountain Company, for their continued support
530.587.6681 | MountainHomeCenter.com 11403 Brockway Road, Truckee, CA
since the Tahoe Donner Giving Fund was founded in 2014, as well as to our anonymous donor who generously funds the IMPACT Scholarships each year.
FOUNDING PARTNER
CA LICENSE # 588872
Bring your vision to life. Relationship-Driven▪ Employee-Owned▪ Detail-Obsessed▪ Whether it’s a cozy remodel, a spacious addition, or a new build in the Tahoe area, we’re all ears and ready to bring your vision to life. Our clients have bold ideas and are eager to see them realized. Partnering with a builder who emphasizes craftsmanship, is approachable, and ready to get started is key. We can't wait to dive into the details of your next project. TAHOE DONNER NEWS |
11260 Donner Pass Rd #C1-808, Truckee, CA 96161 | 530 777 0200 | mnbuilders.com
17
THE REPORT
BRIEFS BE ADVISED: WINTER PARKING PROCEDURES IN TAHOE DONNER Parking restrictions apply to all lots belonging to Tahoe Donner Association. Parking lots are for daytime use only by facility or amenity users. After-hours and overnight parking are prohibited per Covenants Rules 2.11, with the exception of Emergency Overnight Parking.
EMERGENCY OVERNIGHT PARKING
Emergency Overnight Parking is available for Tahoe Donner members during the winter months for weather-related vehicle emergencies. Parking is by permit only in designated sections of the Northwoods Clubhouse and Trout Creek Recreation Center parking lots for a single 24-hour period. Permits are available at the Member Services office and the Trout Creek Recreation Center front desk or in the black mailboxes at each parking lot after hours. The permit must be displayed on the driver’s side of the dashboard and the vehicle removed from the parking lot by 12PM the following day to avoid towing. If you have too many vehicles for your driveway, your driveway needs to be plowed, or you have any other nonemergency related parking needs, overnight parking is available in downtown Truckee. The overnight parking is located on the far east end of the railyards.
MEMBER SERVICES HOLIDAY HOURS
The Member Services office located in Northwoods Clubhouse will have a modified schedule during the upcoming holidays. Sunday, Dec. 24 | 8AM-2PM Monday, Dec. 25 | CLOSED Sunday, Dec. 31 | 8AM-3PM Monday, Jan. 1 | 9AM-3PM Except for holiday dates, Member Services is open seven days a week from 8AM to 5PM during the winter season. You may reach out for assistance at any time during
regular business hours by calling (530) 587-9400 ext. 0 or emailing your questions to info@tahoedonner.com.
REMEMBER TO TURN OFF YOUR DECORATIVE LIGHTS
Prolonged exposure to artificial lights can be detrimental to humans and the environment, affecting sleep rhythms and sensitive ecosystems. Excessive lighting is also wasteful, costing billions of dollars and emitting 21 million tons of carbon dioxide annually. Join the Dark Skies movement to conserve energy and protect the environment by turning off outdoor lighting, including decorative holiday lighting, by 10PM to allow the natural light of the stars to shine bright. Learn more about Dark Skies movement and how you can maintain the beauty of Truckee’s nighttime sky at darkskies.org.
CONSTRUCTION AT THE TROUT CREEK REC CENTER TO CONTINUE THROUGH DEC. 4
Trout Creek Rec Center’s steam room, sauna and poolside locker rooms are currently under renovation and will remain closed until construction is completed on or around Dec. 4. Please be advised that the covered hot tub will be intermittently inaccessible during this time. Please feel free to call ahead of time for the latest construction and closure updates at (530) 587-9437.
TOWN OF TRUCKEE WINTER ROAD MAINTENANCE
Once the snow begins to fall, the Town of Truckee (TOT) begins its winter road maintenance, clearing snow to ensure the safe use and passability of all public roadways. TOT crews work around the clock, prioritizing emergency response needs first, followed
by the clearing of main arterial and school bus routes, all residential streets and highelevation areas subject to high winds. Plow times on residential streets may vary during winter storm events or other unforeseen circumstances. It is recommended that in addition to TOT snow removal, homeowners hire independent snow removal services or possess tools such as snowblowers to clear driveways and walkways around their property. Tahoe Donner does not provide snow removal on private properties. For any questions regarding winter road maintenance, please contact the Town of Truckee Public Works Department at (530) 582-7707.
GIVE BACK TAHOE
Give Back Tahoe (GBT), the end-of-year giving campaign hosted by the Tahoe Truckee Community Foundation, kicks off on Giving Tuesday and will run through Dec. 31, 2023. GBT supports 60+ nonprofits who give back to our community all year long. In 2022, GBT raised over $730,500 for the people, animals and environment of Tahoe/Truckee. Learn more about local nonprofits, sign-up for volunteer opportunities and register to donate at GiveBackTahoe.org.
HORSE BOARDING APPLICATIONS
The Equestrian Center will be accepting 2024 horse boarding applications for members beginning Jan. 1 and nonmembers starting Feb. 1. To learn more, visit tahoedonner.com/equestrian.
GOLF SIMULATOR
Stay up on your golf game through the winter with the state-of-the-art FlightScope launch monitor, now available by reservation for members and the public through April 30. For more information on hours, pricing and passes, reservations and more, visit tahoedonner.com/golf.
ARE YOU THINKING ABOUT SELLING THIS WINTER? Take Advantage of the High Demand - Sell Your Home Now! The demand for homes is still incredibly high. This presents a unique opportunity for you to sell your home and capitalize on the current market conditions. Janie Sharp (530.412.1400) and Kristi Hood (530.386.0688) are experienced real estate professionals who have been closely following the market trends. They would be thrilled to have a conversation with you about your options and provide you with an accurate estimate of your home’s current value. If you’re interested in learning more about the potential benefits of selling your home, please don’t hesitate to reach out to Janie or Kristi. They are committed to providing exceptional service and would be delighted to assist you throughout the selling process.
One call does it all!
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Why The Sharp Team ? 2022 By the numbers
What is my home worth?
$129 Million+ in Sales 101 Transactions top 1% selling real estate team throughout Northern California
Janie Sharp & Kristi Hood The Sharp Team 530.412.1400 or 530.386.0688 janie@janiesharp.com kristi@thesharpteamtahoe.com DRE 00769865 Compass is a real estate broker licensed in the State of Nevada and the State of California operating under multipleentities. DRE License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607,1866771, 1527205, 1079009, 1272467. All material is intended for informational purposes only and is compiled from sourcesdeemed reliable but is subject to errors, omissions, changes in price, condition, sale, or withdrawal without notice. Nostatement is made as to the accuracy of any description or measurements (including square footage). This is notintended to solicit property already listed. No fi nancial or legal advice provided. Equal Housing Opportunity. Photos maybe virtually staged or digitally enhanced and may not reflect actual property conditions.
thesharpteam.com
TAHOE DONNER NEWS |
19
THE REPORT
BOARD MEETING RECAPS SPECIAL BOARD MEETING: JOINT BUDGET WORKSHOP #3 October 12, 2023 Consent Calendar The board approved the consent calendar. Motion passed 5-0. 2024 Joint Budget Workshop The board discussed the 2024 Annual Assessment and 2024 Budget.
SPECIAL BOARD MEETING: 2024 BUDGET APPROVAL October 20, 2023 2024 Budget Approval The board approved the 2024 Budget. See 2024 Budget Report for details. Consent Calendar The board approved the consent calendar. Motion passed 5-0.
BOARD OF DIRECTORS MEETING + AMENITY ACCESS POLICY WORKSHOP October 27, 2023 Consent Calendar • The board removed two items and approved the rest of the consent calendar. Motion passed 5-0. • The board appointed David Cahill to the Trails + Open Space Committee for a term that ends Dec. 31, 2023. Motion passed 5-0. • The board appointed Karen Stine to the Tahoe Donner Giving Fund Committee for a term that ends Dec. 31, 2024. Motion passed 5-0. Committee/Task Force Reports The board received these items as information.
Employee/Workforce Housing Study and Action Plan Update The board was updated on the Workforce Housing Study from Economic Planning Systems (EPS). Draft 2024 Annual Strategic Objectives The board was updated on the draft 2024 Annual Strategic Objectives. Financial Update The board was updated on September financials. Board Guidance to the Committees The board guided committees on upcoming Annual Task Lists. Management Update The board was updated on the Downhill Ski Lodge. Board Meeting Schedule The board discussed the November and December board meeting schedule and decided to keep the regular meetings on Nov.17, 2023, and Dec.15, 2023. Amenity Access Policy Workshop The board reviewed a presentation on tenant access considerations for the Amenity Access Policy update and provided direction to staff. Go to tahoedonner.com/boardmeetingdocs to see presentations and video recordings of past meetings. To provide feedback to help improve the overall association, please submit your comments and concerns at tahoedonner.com/feedback.
UPCOMING BOARD MEETINGS Friday, Dec. 15, 2023 – Regular Board Meeting Friday, Jan. 26, 2024 – Regular Board Meeting
Friday, Feb. 23, 2024 – Regular Board Meeting Board meeting dates subject to change. Visit tahoedonner.com for dates.
UPCOMING COMMITTEE MEETINGS
Tuesday, Dec. 5, 2023 – Elections Wednesday, Dec. 6, 2023 – Trails + Open Space
Monday, Dec. 11, 2023 – Giving Fund Wednesday, Dec. 13, 2023 – Architectural Standards
Thursday, Dec. 14, 2023 – Covenants Thursday, Dec. 14, 2023 – Long-Range Planning
Thursday, Dec. 21, 2023 – Finance To get meeting details, including Zoom meeting registration information and time, please send an email to executiveassistant@tahoedonner.com.
WINTER POSITIONS AVAILABLE AT TAHOE DONNER
NOW HIRING AT TAHOEDONNER.COM/JOBS
2024
BUDGET REPORT
$2,907 ASSESSMENT
AN INCREASE OF $283, OR 10.8%, FROM 2023
$26.2 MILLION
TOTAL OPERATING REVENUES INCLUDING ASSESSMENTS
RECREATION FEE EFFECTIVE MAY 1, 2024 THROUGH DEC. 31, 2024
UP TO 2 PEOPLE: $250 UP TO 4 PEOPLE: $410
ADDITIONAL MEMBERS 5-8: $140 PER MEMBER PRIVATE AMENITY DAILY ACCESS FEES: NO INCREASE FROM 2023
MEMBER WITHOUT PAID RECREATION FEE: $12 GUEST WITH MEMBER: $15 GUEST ON GUEST CARD WITHOUT MEMBER: $20 TAHOE DONNER 2024 BUDGET REPORT |
1
Annual Assessment History Per Owner
$2,907
$3,000
$2,624 $2,500
$2,000
$1,900 $30
$310
$1,965
$2,065
$30
$335
$30
$355
$1,500 $620
$720
$770
$867
$2,349
$2,241
$694 $555
$444
Operating Fund
$865
$801
$854
$848
Development Fund
$1,000
$500
$0
$940
$880
$910
$996
$946
$1,065
2018
2019
2020
2021
2022
2023
INTRODUCTION Dear Members,
The Tahoe Donner Association (TDA) Board of Directors approved the 2024 Budget at the Oct. 20, 2023 Special Board Meeting. This action came after three intensive public workshops and feedback from the Finance, Long-Range Planning, and Trails + Open Space committees, as well as from members at large. The 2024 Annual Assessment is $2,907 per property, an increase of $283, or 10.8%, over 2023. Several factors contributed to the growth in the Assessment including an increase in labor costs (the Association’s single largest expense category), an 18% year-over-year rise in insurance premiums, higher energy/utility costs and larger contributions to our Capital Funds for asset renewal and replacement. The 2024 Tahoe Donner Annual Assessment includes amounts in two categories over four funds: OPERATING FUND $ 1,186 Covers the annual net operating cost of running our Association and includes our amenities, customer service, full-time and part-time staff costs and Association administration expenses CAPITAL FUNDS REPLACEMENT RESERVE FUND Allows the Association to maintain our fixed assets
$
854
NEW EQUIPMENT FUND Purchases new minor assets to meet current needs
$
0
DEVELOPMENT FUND Provides capital to expand and/or replace aging, not-fit-for-purpose amenities
$
867
2024 ANNUAL ASSESSMENT TOTAL
$ 2,907
Beginning in August, the staff assembled an initial draft budget that was reviewed extensively by the Board and the aforementioned committees. Developing the annual budget and the Assessment is a balancing act between what we must do – to properly maintain our member service levels, our amenities, and by extension our home values – and what we can afford. Given significant inflationary pressures and a difficult local employment market, the management team was particularly challenged this year to achieve this balance. As part of the budget approval process, staff recommended, and the Board agreed, to not increase amenity daily access fees for members and guests. We did agree to convert temporarily the optional Recreation Pass to an 8-month program to align it with
2 | TAHOE DONNER 2024 BUDGET REPORT
Replacement Reserve Fund
$1,186
New Equipment Fund
2023
our calendar financial year. This is in anticipation of a new Amenity Access policy that will be approved next year and implemented in 2025. As a result, the cost for the two-person and four-person Recreation Pass was prorated (lower) according to how members typically use the pass. The Board and staff have the most day-to-day control over the Operating Fund portion of the Assessment. Since 2014, the compound annual growth rate of this portion of the Assessment has been 3.5% which compares quite favorably to the average annual inflation rate of 3.3% for the San Francisco/Oakland/Hayward area during this same time. The Capital Funds portion (Replacement Reserve, New Equipment and Development funds) of the total Annual Assessment has increased from roughly 42%, in 2008, to 59% in 2023 and 2024. Over the past 10 years, the compound annual rate of growth of this portion of the Assessment has increased at roughly 8.6%. This rate of increase reflects the need to accumulate funds to address aging, undersized and non-ADA or building code compliant amenities, some of which were built in the early 1970s. The Association’s 20-Year Capital Improvement Plan identifies and prioritizes major projects that will be funded by the Capital Funds. Under California law, the Board has a responsibility to ensure that sufficient funding will be in place for these investments. Importantly, the 2024 Assessment reflects the last of four planned 25% annual increases (2021-2024) to the Development Fund. The last four Boards elected to do this “savings sprint” to address previous underfunding for the Downhill Ski Lodge and other projects. As a result, we are in a better position to meet our needs as identified in the Capital Improvement Plan. Finally, the Board authorized staff to allocate the remaining unused 2021 Operating Fund surplus of $600,000. As a result, additional contributions will be made to our Capital Funds and Operating Fund Contingency Reserve. The net impact of this decision was to reduce the 2024 Assessment increase by $62 per owner. As you enjoy all that Tahoe Donner has to offer in this unique mountain environment, please understand that the Board and staff appreciate and thank you for your support in upholding this Association’s distinctive character. Sincerely, Todd Martyn-Jones Director of Finance, Accounting and Business Support
Stephen M. Mahoney Board Member and Association Treasurer
ANY DIFFERENCES IN ASSESSMENT REVENUE DUE TO ROUNDING
2024 Budget - Estimated Amenity Visitation Metrics
Visitation Tools That Help Generate Revenue Projections 2024 Estimated Amenity Visitation Metrics 50,000
43,700
43,200
40,000
24,100
120,000
21,200
20,000
19,400
80,000
17,900
13,900
3,100
4,400
4,200
40,000
t ow er pl ay G ol fC ou Su rs m Eq e ue me rF st ria +B n Ce Ca nt m er pg ro un D N ay d or Ca th m Be wo ps od ac sP h Cl ub ool * Te Ma r nn in a* is Ce nt er *
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40,000-60,000 visits estimated per summer
60,000 4,300
Al
Trails
15,500
10,000
Th
132,750
100,000
30,000
e
Estimated Visits
40,000
140,000
43,900
Trout Creek Recreation Center*
OPERATING FUND Unit/Lot Utilization Estimates + Visitation Mix (estimated)
TAHOE DONNER MEMBER BENEFITS
The Operating Fund accounts for the annual revenue and expense HOMEOWNERS ASSOCIATION GreenSERVICES numbers signify rough estimates; all other estimates are data supported Unit/Lot Utilization Trails 26%
15%
activities of and Association 10% 2% our amenity 4% 16% homeowner 52% 14% 67% service 86% functions. Operating Fund budgets for all departments were 9% prepared with an emphasis on providing competitive 21% compensation 26% 27% and benefits and 31% addressing significant cost increases while 42% continuing to provide consistent levels of service to the members. Public A22% detailed analysis of each department was prepared and 76% evaluated by senior management before the budget was reviewed by the Finance Committee and the Board 91% of Directors. Adopting 79% Guest a modified Recreation Fee period73% and subsequently prorated 69% 58% Recreation Fees were incorporated into the 2024 budget. 52%
40%
10% 10% 14% 14% Maintenance of common areas, including trails, parks and open space 90% 26% 35% 16% 19% 40%member Administration, including 15% accounting, 47%services and communication 80% 21% 70% Architectural review 16% and property compliance 60%
Covenants complaint management and compliance 37% 10% Forestry management of open space 30% and defensible space 65% 71% inspection program
40%
71%
43%
IN TOTAL,13% THE 2024 ASSESSMENT CONTRIBUTION TO Member OPERATIONS IS $7,676,978 OR $1,186 PER MEMBER-PROPERTY. 11% THE 2024 AMOUNT REPRESENTS A $121 INCREASE OVER 2023.
Lakeside kayak and SUP storage at Beach Club Marina (limited space, fee required) Bikeworks discounts, including bike rentals, lessons and guided rides Cross Country Ski Center discounts, including tickets, lessons and rentals Downhill Ski Resort discounts, including tickets, lessons and rentals Equestrian Center discounts, including horse boarding, pony rides and trail rides Golf Course discounts, including tee times, lessons and rentals Golf Course tee time reservation priority Recreation program discounts Snowplay sledding and tubing access* Free or discounted admission to select Special Events Summer Camps and programs reservation priority Tahoe Donner Campground discounts Tennis Center access (private amenity)* Tennis and pickleball court reservation priority Trout Creek Recreation Center access (private amenity)* *Members with paid Recreation Fee have unlimited free access to these amenities. Members without a paid Recreation Fee pay a daily access fee of $12 per access as of May 1, 2024.
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Beach Club Marina access (private amenity)*
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20% off coupons for Tahoe Donner restaurants in 2024 Annual Assessment Access to private amenity restaurants, including Marco Polo Grill and Marina Grill*
The total revenue requirement for a balanced 2024 Operating Fund budget is $26,201,000. Operating revenues generated by users of $18,524,000 fund 71% of the requirement (versus 71% in 2023). The necessary funding level for operations from the Annual Assessment is $7,677,000, or 29%, of the requirement (versus in 2023). This * =29% Private Amenity Assessment represents the shortfall of operating revenue versus operating costs in the Operating Fund budget. Refer to page 7 for budget summary by activity.
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AMENITIES
Ca
Summer boat + RV storage (limited space, fee required)
0%
un
10%
ay
28%
Free road-side green waste chipping 30% program
D
20%
ro
Access to firewood rounds ($50 per cord)
74%
pg
58%
30%
Su
Visitation Mix
50%
m
31%
Ca
70% 50% 39% Well-maintained facilities60% – 27 buildings
100%
The revenue requirement to cover total operating costs represents an increase of $2,133,000, or 9%, to the 2023 Budget with operating revenues (not including Assessment) up $1,351,000, or 8%. OPERATING REVENUE Budget of $18,524,000, excluding Assessment, has increased $1,351,000, or 7.9%, from the 2023 Budget and represents an increase of $749,000, or 4.2%, over the 2023 Forecast. Operating revenues are subject to significant volatility due to weather and snowpack, which can affect overall visitation and amenity usage. We are anticipating reduced Downhill Ski Resort revenues in December 2024 due to the planned construction of the Downhill Ski Lodge, mostly in Food + Beverage (F+B) and the Rental department. We are anticipating a 33% increase in revenues to Golf Course operations over 2023 Forecast, mostly due to the delayed opening of golf operations in late June 2023. We are budgeting a 12% increase in revenue for 2024 F+B operations with a renewed focus on F+B events while the anticipated Downhill Ski Lodge construction greatly impacts our revenues in the month of Dec. 2024. We also look to further revenue opportunities with the remodeling of The Lodge Pavilion completed in July 2023 and the anticipated completion of the Beach Club Marina deck expansion project in May 2024. We will again welcome back a full complement of our international J-1 employees in 2024, primarily at Downhill Ski School and F+B winter and summer operations. Continued on page 4
TAHOE DONNER 2024 BUDGET REPORT |
3
Continued from page 3
Operating Fund Revenue Generated by Annual Assessment versus User Fees Total Operating Fund = $26,200,947
70.7%
Funded by User Fees
29.3%
Funded by Annual Assessment OPERATING PAYROLL With a budget of $16,648,000, this represents 63.5% of total operating costs and reflects an increase of 9% versus 2023 Forecast. A key element of any large-scale common interest development is the employees who operate and manage our amenities and support departments and administration. Operating payroll costs include wages, salaries and the associated costs of payroll taxes, workers’ compensation, retirement savings plans and health insurance benefits. California minimum wage for 2024 is $16 per hour; however, with the competitive nature of the labor market and the difficulty in attracting employees in the Tahoe region, the realized minimum wage is approximately 8-10% higher. The Association saw a further 6% increase in medical insurance for 2024, of which the Association covers 90% of the premium for eligible employees. Driving the shortage of seasonal workers in the region is the low availability of seasonal housing options, which results in high monthly rental rates and overall cost of living. OPERATING EXPENSE A budget of $7,890,000 represents 30.1% of our total operating costs and reflects a $624,000 increase on 2023 Forecast. We have anticipated inflation for 2024 to be 4%, which is a significant reduction to what was budgeted for 2023. The Association saw an increase of $340,000, or 18%, to the comprehensive liability coverage carried annually. We have also continued to allocate considerable operational funds to our Forestry Department for further fire mitigation initiatives and additional funds for the upkeep of our golf course. Management is continually reviewing operational efficiencies as a means to reduce our operating costs where possible. COST OF GOODS SOLD Budget of $1,663,000 represents 6.3% of our overall operating costs. Cost of Goods Sold (COGS) represents the wholesale cost of retail and F+B product and will increase and/or decrease proportionally with changes to sales of these goods. We are no longer subject to the significant supply chain issue that hampered operations in 2022 and early 2023. Food cost remains at higher levels and prices are adjusted accordingly to budget with a COGS percentage-torevenue of approximately 30%. OPERATING SURPLUS When developing the 2024 Budget, there was an operating surplus remaining from 2021 of $600,000. At its discretion, the Board could determine how to utilize this surplus and were provided several options by staff of ways of doing so. The Board voted on how to use the surplus which is discussed below.
REPLACEMENT RESERVE FUND
The Replacement Reserve Fund is used to account for the financial resources designated for the repair, restoration, replacement or maintenance of major common area components of the Association. Although building component replacements are included in the Replacement Reserve Fund plan, complete structure replacement
4 | TAHOE DONNER 2024 BUDGET REPORT
REPLACEMENT RESERVE FUND ANALYSIS TAHOE DONNER ASSOCIATION 2024 BUDGET
Total Estimated Current Replacement Cost $
Administration
966,968
Allocation of 100% Funded Accumulated Allocation Funds (Dec. 31, 2023) (Dec. 31, 2023) $
200,427
$
550,584
Alder Creek Cafe
172,768
43,860
120,486
Beach Club Marina
1,682,457
417,886
1,147,956
Bikeworks
274,760
60,654
166,619
Campground
616,008
150,846
414,382
Capital Projects
457,650
154,421
424,204
Chalet House (Employee Housing)
349,519
106,618
292,885
4,237,221
896,577
2,462,946
Cross Country Snowmaking
17,329
2,151
5,910
Equestrian Center
970,918
193,806
532,395
Food Trailer
65,500
16,354
44,925
3,963,139
770,499
2,116,603
665,157
183,746
504,760
Golf Complex
999,061
193,280
530,950
Golf Complex Cart Barn
506,000
16,219
44,553
10,945,953
2,571,613
7,339,064
Cross Country Ski Center
Forestry General Maintenance Golf
Golf Course
18,000
2,366
6,498
Information Technology
2,487,914
466,775
1,282,256
Maintenance
3,779,229
968,549
2,660,656
Northwoods Pool Building
407,753
107,040
294,046
Northwoods Clubhouse
Lodge Golf
3,809,901
1,023,512
2,811,642
Pizza on the Hill
545,854
123,417
339,034
Recreation Hut
490,533
124,140
341,019
Mountain Operations
9,335,107
2,661,014
7,309,948
Ski Lodge - All Areas
165,000
57,004
156,593
Lift Maintenance
4,180,094
880,469
2,418,696
Rental + Retail
1,125,797
273,411
751,074
Snowmaking
Downhill Ski Resort
1,058,542
190,144
522,337
Top Shop
270,874
81,092
222,763
Top Shop Parking
62,000
12,947
35,567
Winter Food + Beverage
552,601
188,267
517,180
Parking
45,000
15,534
42,674
Snowplay
145,270
38,769
106,500
Tennis Complex
2,113,637
545,309
1,497,992
67,250
14,067
38,643
Tennis Complex Access Road The Lodge Restaurant & Pub
4,570,147
894,098
2,456,135
Trails
4,009,500
668,722
1,837,014
2,455,034
486,404
1,336,179
Trout Creek Recreation Center Building Building Basketball Area
10,000
2,644
7,262
Parking
143,500
15,352
42,173
Pool + Spa Area
1,570,676
356,783
980,101
TOTALS
$ 70,309,623
$ 16,176,787 $ 44,713,203
Note: Projected accumulated funds at Dec. 31, 2023 equal approximately 36.18% of the 100% funded total based on the method of calculation in Section 1362.2.5(b)(4) of the Civil Code. The financial representations set forth in this summary are based on the best estimates of the preparer at this time. The estimates are subject to change. Remaining and useful lives vary between 1 and 30 years. Reference Disclosure Summary on page 8 and Policy 2013-3 for further information.
Fund Balances Reserved for Future Capital Needs of the Association Members’ Equity (as of Dec. 31) REPLACEMENT RESERVE FUND $ 17,000,000
(G)
$ 16,000,000
DEVELOPMENT FUND
(B) Expenditures include the Alder Creek Adventure Center building construction in 2014 and 2015 and snowmaking in 2015.
(H)
(F)
$ 15,000,000
(A) Expenditures include The Lodge Restaurant & Pub expansion in 2013.
(H)
(C) Balance includes Operating Fund transfers of $1,500,000 to Replacement Reserve Fund (RRF) and $1,800,000 to Development Fund.
$ 14,000,000 (E)
$ 13,000,000 $ 12,000,000
(G) (I)
$ 11,000,000
(C)
$ 10,000,000
(D) Balance includes Operating Fund transfers of $500,000 to RRF. Expenditures include Snowbird Lift replacement.
(F)
(D)
(E) Balance includes Operating Fund transfers of $1,000,000 to RRF. (F) Expenditures include Cross Country snowmaking, shuttle buses and Trout Creek Rec Center parking lot improvements.
$ 9,000,000 $ 8,000,000 $ 7,000,000 $ 6,000,000 $ 5,000,000
(G) Expenditures include Downhill Ski Lodge professional services, Cross Country snowmaking, grooming snowcats and Tennis Center court repairs.
(B) (B) (A)
$ 4,000,000 $ 3,000,000 $ 2,000,000 $ 1,000,000
(H) Expenditures include Downhill Ski Lodge professional services, and the Pavilion family dining renovation and ADA parking lot improvements at The Lodge Restaurant & Pub.
(D) (C)
(A)
(I)
The 2024 Budget expenditures are $19,034,000 for the Development Fund and $10,666,000 for the RRF.
(B)
Each budgeted expenditure item over $50,000 is subject to review and approval by the Board of Directors prior to expenditure.
(B)
20 13 20 Ac 14 tua 20 Ac l 15 tua 20 Ac l 16 tua 20 Ac l 17 tua 20 Ac l 18 tua 20 Ac l 19 tua 20 Ac l 20 tua 20 Ac l 21 tua 20 Ac l t 20 22 ual 23 Ac F tu 20 or al 24 eca Bu st dg et 20 13 20 Ac 14 tua 20 Ac l 15 tua 20 Ac l 16 tua 20 Ac l 17 tua 20 Ac l 18 tua 20 Ac l 19 tua 20 Ac l 20 tua 20 Ac l 21 tua 20 Ac l t 20 22 ual 23 Ac F tu 20 ore al 24 ca Bu st dg et
$0
(I) Expenditures include Downhill Ski Lodge demolition and construction costs, golf cart replacement and Glacier Way parking lot expansion.
is not. Funding for structure replacement is discussed to the right in the review of the Development Fund. In accordance with state law and sound business practices, it is the policy of the Association to fund a reserve program that will adequately provide for repair and replacement of existing community-owned assets. A 30-year reserve funding and expenditure plan is produced every three years and updated annually for the purpose of scheduling and analyzing the Association’s funding needs. The Association’s reserves consultant completed the comprehensive 3-year reserve study in 2022. OVER 2,000 INDIVIDUAL ITEMS ARE TRACKED IN THIS PLAN, WITH A CURRENT REPLACEMENT VALUE OF APPROXIMATELY $70,000,000. Each item is evaluated by average useful life, present age, projected remaining useful life and estimated replacement cost.
REPLACEMENT RESERVE EXPENDITURES BUDGETED
The reserve plan schedules funding for replacement, repair and/or enhancement of the Association’s existing capital investments. In the year 2024, budgeted reserve project expenditures total $10,666,000. Components scheduled for 2024 may not necessarily be expended, based on management and Board review, the availability of contractors and other contributing factors. The 2024 Annual Assessment contribution to the Replacement Reserve Fund, per the 30-year reserve study, determined a 4% increase on 2023, or $900 per member-property. However, the Board voted to allocate $300,000 of the 2021 budget surplus to decrease the Annual Assessment and a further $100,000 to additionally fund the Replacement Reserve Fund. This reduced the contribution by $11 from 2023, to $854. Including the $400,000 from the 2021 surplus and the member-property contribution, the funding to the Replacement Reserve Fund in 2024 is $5,927,942. The following outlines notable 2024 Budget year planned expenditure items in excess of $100,000: DOWNHILL SKI LODGE, $2,500,000: Expenditure in relation to the replacement of the Downhill Ski Lodge.
GOLF COURSE CART PATHS, $1,620,000: Full repaving of the paths due to safety concerns, roots and overall damage. This will assist in keeping carts off the course fairways and rough areas. This was originally scheduled for 2023 but had to be deferred to 2024 due to the snowpack on the golf course well into the 2023 season. MAINTENANCE YARD FUEL STATION REPLACEMENT, $750,000: Replacement of the fuel tank and pump system funded by the Replacement Reserve Fund. Other components of the project will be funded from the Development Fund. MARINA DECK EXPANSION + SHADE STRUCTURES, $425,000: Proposed project expands the existing limited deck onto the lawn area and better utilizes the space for member enjoyment. It will also help facilitate the expansion of events programming. PEDESTRIAN BRIDGE ON HOLE 18, $250,000: The pedestrian bridge over Trout Creek on the 18th hole of the Golf Course is no longer viable and full replacement is required.
DEVELOPMENT FUND
The Development Fund was established as authorized in governing documents to accumulate funds for large-scale projects identified as necessary due to the new capacity requirements or changing needs of the Association. In order to facilitate the future use of Development Fund Assessments toward the funding of large-scale projects, each year projects are identified as eligible for such future funding. Projects designated as eligible, though not approved, to receive funding from future Assessment contributions include building replacements, amenity expansions and additions, and recreational land and infrastructure improvements. The 2024 Annual Assessment contribution to the Development Fund totals $5,612,091, or $867, per member-property, an increase of $173, or 25%, over 2023. Tahoe Donner’s 50th anniversary in 2021 was a clear reminder that facilities built around our opening in 1971, such as the Downhill Ski Lodge, Northwoods Clubhouse and Tennis Center, are nearing the end of their useful lives, have a myriad of issues impacting services offered and need to be addressed. The Board has a Continued on page 6
ANY DIFFERENCES IN ASSESSMENT REVENUE DUE TO ROUNDING
TAHOE DONNER 2024 BUDGET REPORT |
5
Continued from page 5
responsibility under California law to ensure that there are funding sources for these projects. Given the lack of funding contributed to the Development Fund prior to 2021, the Board approved the staffrecommended multi-year 25% increase, inclusive of the 2024 Budget. The forecast fund balance ending in 2024 is $2,453,000, after approximately $16,500,000 has been invested in the planned Downhill Ski Lodge. Projects scheduled for 2024 may not necessarily be expended, based on management review and approval by the Board, the availability of contractors and other contributing factors. The following outlines notable 2024 Budget-year planned expenditure items in excess of $100,000: DOWNHILL SKI LODGE REPLACEMENT, $16,500,000: Demolition and construction costs in relation to the replacement of the Downhill Ski Lodge. GLACIER WAY PARKING LOT EXPANSION, $795,000: Expansion of the parking lot and addition of a permanent restroom facility. MAINTENANCE YARD FUEL STATION REPLACEMENT, $356,000: Addition of a roof over the fuel station along with an electric vehicle charging station for future association electric vehicles. MARINA DECK EXPANSION + SHADE STRUCTURE, $225,000: To further enhance member enjoyment, this project expands the existing deck into the lawn area and provides a shade structure. TRAIL + TRAILHEAD PROJECTS, $100,000: Projects resulting from the completion of the Trails and Open Space Master Plan.
2024 BUDGET SUMMARY – BY FUND
Number of Properties = 6,473
2024 Budget
$ per Property
4,050,080
$
OPERATING FUND $
Beginning Balance, Start of Year
7,676,978 (A1)
Assessment Contribution
1,186
-7,676,978
Net Operating Results Operating Fund, Year-End Balance
626
-1,186
$
4,050,080
$
626
$
16,176,787
$
2,499
REPLACEMENT RESERVE FUND Beginning Balance, Start of Year Assessment Contribution
5,527,942 (A2)
854
2021 Surplus Contribution
400,000
62
Interest Income
253,094
39
Salvage Receipts
26,000
4
Income Tax and Other Expenses
-60,000
-9
Payroll Costs
-281,000
-43
Capital Addition Investment / Expenditures
-8,081,300
-1,248
Major Repairs, Maintenance and Lease Expenses
-2,304,113
-356
Replacement Reserve Fund, Year-End Balance
$ 11,657,410
$
$
$
1,801
NEW EQUIPMENT FUND Beginning Balance, Start of Year 2021 Surplus Contribution Interest Income Capital Addition Investment New Equipment Fund, Year-End Balance
39,377
6
100,000
15
5,891
1
-100,000
-15
$
44,040
$
7
$
15,394,855
$
2,378
DEVELOPMENT FUND Beginning Balance, Start of Year Assessment Contribution Interest Income
5,612,091 (A3)
867
529,000
82
Income Tax and Other Expenses
-49,000
-8
Payroll Costs
-226,000
-35
-18,808,080
-2,906
Capital Addition Investment Development Fund, Year-End Balance
$
2,452,866
$
379
$ -26,989,380
$
-4,170
Combined CAPITAL FUNDS ACTIVITY Expenditures for Capital Additions Major Repairs, Maintenance and Lease Expenses
-2,304,113
Combined CAPITAL FUNDS ACTIVITY – Total
$ -29,293,493
-356 $
-4,526
$
1,186
2024 ANNUAL ASSESSMENT RECAP Operating Fund
$
7,676,978 (A1)
Capital Funds
41% 29%
Replacement Reserve Fund
5,527,942 (A2)
854
Development Fund
5,612,091 (A3)
867
59% 100%
Capital Funds, Subtotal Annual Assessment – Total
$
11,140,033
$
1,721
$ 18,817,011
$
2,907
30%
This Fund Summary excludes the Property Fund, which accounts for the Association’s investment in property and equipment. The Property Fund activities include capitalization of property and equipment purchased of $26,994,000 and estimated depreciation expense of $4,210,000.
6 | TAHOE DONNER 2024 BUDGET REPORT
ANY DIFFERENCES IN ASSESSMENT REVENUE DUE TO ROUNDING
2024 BUDGET SUMMARY – OPERATING FUND Operating Revenue
Operating Costs Total
Net Operating Result
Capital Charge
Net Result
(REV)
(OCT)
(NOR)
(CC)
$2,117,524
-$2,075,024
$42,500
-$509,513
-$467,013
Beach Club Marina
$571,100
-$343,643
$227,457
-$269,877
-$42,420
Beach Club Marina F+B
$247,041
-$248,121
$0
$0
$0
Tennis Center
$493,816
-$450,057
$43,759
-$118,414
-$74,655
$3,429,481
-$3,116,845
$313,716
-$897,804
-$584,088
Downhill Ski Resort
$5,782,645
-$3,758,992
$2,023,653
-$854,329
$1,169,324
Cross Country Ski Center
$2,045,387
-$1,298,384
$747,003
-$386,610
$360,393
$295,381
-$186,389
$108,992
-$15,023
$93,969
Including Capital Charge
(NR)
PRIVATE AMENITIES Trout Creek Recreation Center/Aquatics/ Recreation Programs/Day Camps
TOTAL PRIVATE AMENITIES
PUBLIC AMENITIES
Snowplay Sledding and Tubing Equestrian Center
$159,986
-$359,871
-$199,885
-$58,976
-$258,861
Campground
$110,963
-$120,397
-$9,434
-$35,710
-$45,144
$0
-$319,048
-$319,048
-$277,485
-$596,533
Bikeworks
$182,150
-$208,583
-$26,433
-$73,269
-$99,702
Golf Course
$1,622,103
-$1,920,257
-$298,154
-$811,294
-$1,109,448
$429,950
-$511,277
-$81,327
-$10,340
-$91,667
$2,594,367
-$3,131,173
-$536,806
-$199,046
-$735,852
$575,017
-$742,079
-$167,062
-$36,087
-$203,149
$13,797,949
-$12,556,450
$1,241,499
-$2,758,169
-$1,516,670
$17,227,430
-$15,673,295
$1,555,215
-$3,655,973
-$2,100,758
$0
-$973,348
-$973,348
$0
-$973,348
$211,950
-$560,310
-$348,360
$0
-$348,360
Trails
Alder Creek Cafe The Lodge Restaurant & Pub and Summer F+B Pizza on the Hill TOTAL PUBLIC AMENITIES
TOTAL AMENITIES
HOMEOWNERS ASSOCIATION OPERATIONS General HOA Community Standards Office Formerly Architectural Standards Office Forestry, Defensible and Open Space
$293,000
-$1,660,601
-$1,367,601
-$427,480
-$1,795,081
TOTAL HOA OPERATIONS
$504,950
-$3,194,259
-$2,689,309
-$427,480
-$3,116,789
$0
-$711,378
AMENITY + HOMEOWNERS ASSOCIATION SUPPORT SERVICES Communications
$282,000
-$993,378
-$711,378
$0
-$1,009,231
-$1,009,231
$0
-$1,009,231
$232,262
-$1,371,486
-$1,139,224
-$612,833
-$1,752,057
Information Technology
$0
-$872,138
-$872,138
-$654,722
-$1,526,860
Accounting and Finance
$0
-$1,091,298
-$1,091,298
$0
-$1,091,298
Facility Administration and Risk Management Administration
Human Resources
$0
-$647,494
-$647,494
$0
-$647,494
Workforce Housing
$244,500
-$392,416
-$147,916
$0
-$147,916
Member Services
$32,827
-$435,625
-$402,798
$0
-$402,798
$0
-$1,081,383
-$1,081,383
-$176,934
-$1,258,317
$791,589
-$7,894,449
-$7,102,860
-$1,444,489
-$8,547,349
$0
$559,976
$559,976
$0
$559,976
$18,523,969
-$26,202,027
-$7,676,978
-$5,527,942
-$13,204,920
Maintenance TOTAL SUPPORT SERVICES Expenses Allocated to Capital Funds
TOTAL OPERATING FUND
Capital Charge (CC) is the Replacement Reserve Fund Assessment contribution amount only. TAHOE DONNER 2024 BUDGET REPORT |
7
ASSESSMENT AND REPLACEMENT RESERVE FUNDING DISCLOSURE SUMMARY (CA CIVIL CODE SECTION 5570)
The 2024 regular Annual Assessment per ownership interest is $2,907. The updated 30-year funding and expenditure plan, utilizing a 2.5% annual inflation of repair and replacement costs, requires a contribution to the Replacement Reserve Fund (RRF) of $854 per property for 2024 plus the transfer of $400,000 from the 2021 operating surplus – this effectively resulted in a decrease of $11 over 2023. This amounts to a 2024 contribution to the RRF of $5,927,942. There are no additional Regular or Special Assessments anticipated for the reserve program or for other purposes at this time. In July 2023, the Community Associations Institute released updated guidance for governing an association’s RRF, largely in part to the catastrophic partial collapse of Champlain Towers South complex in Surfside, Florida. Tahoe Donner Association has been quick to begin incorporating these changes and will continue to do so over the next few years. This will require an update to the Capital Funds policies, which will occur in 2024. Based upon the most recent reserve study and other information available to the Tahoe Donner Board of Directors, the currently projected reserve account balances will be sufficient at the end of each year to meet the Association’s obligation for repair and/or replacement of major components during the next 30 years. This projection is principally based on the future funding plan, which requires a minimum 4% annual increase to the contribution until the fund achieves a percent-funded level minimum of 25% and until the fund balance is equal to or exceeds 10% of Net Replacement Reserve Assets (as defined in Policy Resolution 2013-3). With the $854 Annual Assessment contribution per memberproperty and the $400,000 surplus contribution, the projected fund balance in the RRF at the end of 2024 is $11,657,000. All major components are included in the reserve study and are included in its calculations. Components with an estimated remaining useful life of more than 30 years are not included in the reserve calculation. The Development Fund section of this report contains additional information. Based on the method of calculation in paragraph (4) of subdivision (b) of CA Civil Code Section 5570, the estimated amount required in the RRF at the end of the current fiscal year is $44,734,129*, based in whole or in part on the most recently completed reserve study in 2022, prepared by management and Hughes Reserves and Asset Management, Inc. as of October 2022 along with further updates by staff in 2023. The projected RRF cash balance at the end of the current fiscal year is $16,177,000, resulting in reserves being 36.18% funded at this date. * This amount is calculated based on a straight-line method wherein each component must stand alone, not utilizing the cash flow method of funding, also known as the pooling method. Based on the method of calculation in paragraph (4) of subdivision (b) of Section 5570 of the Civil Code, the estimated amount required in the RRF at the end of each of the next five budget years is $44,700,000 in 2024, $44,900,000 in 2025, $41,000,000 in 2026, $42,700,000 in 2027 and $43,800,000 in 2028. The projected RRF cash balance as estimated in each of those years is $11,600,000 in 2024, $5,100,000 in 2025, $4,900,000 in 2026, $4,300,000 in 2027 and $5,500,000 in 2028. The Replacement Reserve Fund Analysis on page 4 summarizes the component values by area and the projected available funding for repairs and replacements. The full reserve study plan with a more detailed listing of the individual plan components is available to any member upon request. Note: The financial representations set forth in this summary are based on the best estimates of the preparer at that time. The estimates are subject to change. At the time this summary was prepared, the assumed long-term before-tax interest rate earned on reserve funds was a conservative 2% per year, and the assumed long-term inflation rate to be applied to major component repair and replacement costs was 2.5% per year.
8 | TAHOE DONNER 2024 BUDGET REPORT
NEW EQUIPMENT FUND
The New Equipment Fund is used to acquire new items identified as necessary to be more efficient in operations or to provide new services to the membership. The 2024 Assessment contribution to the fund totals $0, or $0 per member-property. The Board decided to allocate $100,000 of the 2021 surplus to the New Equipment Fund for 2024, allowing for the known investments to be made. The fund is projected to have a 2024 year-end balance of $44,000 after budgeted expenditures including fleet vehicles and a maintenance dump trailer.
POLICIES AND PROCEDURES REGARDING ASSESSMENT COLLECTION, DELINQUENCY AND FORECLOSURE ACTIONS Each property owner’s annual Regular Assessment is due at the beginning of each fiscal year on Jan. 1, and becomes delinquent on March 3 of the same fiscal year. Special and Special Individual Assessments (Architectural Standards, Covenants and Forestry Assessments, Fines and Inspection Fees) are due 30 days after invoicing and delinquent 30 days thereafter. Delinquent accounts are subject to the following schedule of procedures and charges. (The actions indicated below will not be taken until at least the date specified, but may occur at a later date due to scheduling considerations.) Interest Amount: Interest charged will be equal to the maximum allowed by law (currently 12% per annum). ANNUAL REGULAR ASSESSMENT March 5: DELINQUENCY FEE (10% OF REGULAR ASSESSMENT BALANCE) is charged to the account; also, interest begins to accrue on the delinquent Assessment balance. April 1: Notice of pending suspension of membership rights (eligibility for candidacy to serve as a director, to vote in any election and to access the amenities as a member) for failure to pay the Assessment and of the member’s right to a prior hearing thereon, and notice of intent to record a lien against the member’s property to secure amounts owed, is sent to owner(s) of record via certified mail. April 15: Assessment lien recorded against property; the Lien Fee amount (which may be changed by the Board as part of the annual budget) is charged to the account. If requested, hearing on pending suspension of membership rights must be completed at least five days prior to the suspension’s effective date. April 20: Effective date of suspension of membership rights, which shall remain in effect until the account is brought current. May 1: Interest begins accruing on Delinquency Fee. June 15: Delinquent accounts become subject to all appropriate collections/legal recourses, including foreclosure of the Assessment lien, to recover amounts owed. All costs and fees related to such actions, including attorney’s fees, become the property owner’s obligation. July 1: Interest begins accruing on Lien Fee. SPECIAL AND SPECIAL INDIVIDUAL ASSESSMENT(S) Days After Invoicing 60 Days: DELINQUENCY FEE (10% OF ASSESSMENT BALANCE) is charged to the account; also, interest equal to the maximum allowed by law (currently 12% per annum) begins to accrue on the delinquent Assessment balance. 90 Days: Notice of pending suspension of membership rights (eligibility for candidacy to serve as a director, to vote in any election and to access the amenities as a member) for failure to pay the Assessment and of the member’s right to a prior hearing thereon, and, if applicable, notice of intent to record a lien against the
member’s property to secure amounts owed, is sent to owner(s) of record via certified mail. 105 Days: If applicable, Assessment lien recorded against property; the Lien Fee amount (which may be changed by the Board as part of the annual budget) is charged to the account. If requested, hearing on pending suspension of membership rights must be completed at least five days prior to the suspension’s effective date. 110 Days: Approximate effective date of suspension of membership rights, which shall remain in effect until the account is brought current. 120 Days: Interest begins accruing on Delinquency Fee. 165 Days: Delinquent accounts become subject to all appropriate collections/legal recourses, including foreclosure of the Assessment lien, to recover amounts owed. All costs and fees related to such actions, including attorney’s fees, become the property owner’s obligation. 180 Days: If applicable, interest begins accruing on Lien Fee. TIMELINESS OF PAYMENTS In relation to the imposition of penalties, etc., in accordance with this schedule shall be determined by: • Official USPS postmark date appearing on the envelope in which a payment is received through the mail (private postage meter dates are ignored). • Any other method of delivery (i.e. hand-delivered payments, overnight services or electronic payments via the Member Portal) is considered delivered on date of receipt of payment. • Send payments to: Tahoe Donner Association, ATTN: Accounting, 11509 Northwoods Blvd., Truckee, CA 96161 APPLICATION OF PAYMENTS It is the Association’s policy to apply payments received as follows: • First, to the oldest unpaid Assessment. • Second, to the interest and penalties (Delinquency Fee, Lien Fee, costs of collection, etc.) related to that oldest unpaid Assessment. • Next, to the second-oldest Assessment, followed by the interest and penalties related to that second-oldest Assessment. This sequence continues until the most recent Assessment is paid; the interest and penalties related to that most recent Assessment are then paid.
Civil Code Section 5310 requires the following notices: NOTICE ASSESSMENTS AND FORECLOSURE
This notice outlines some of the rights and responsibilities of owners of property in common interest developments and the Associations that manage them. Please refer to the sections of the Civil Code indicated for further information. A portion of the information in this notice applies only to liens recorded on or after Jan. 1, 2003. You may wish to consult a lawyer if you dispute an Assessment. ASSESSMENTS AND FORECLOSURE Assessments become delinquent 15 days after they are due, unless the governing documents provide for a longer time. The failure to pay Association
Assessments may result in the loss of an owner’s property through foreclosure. Foreclosure may occur either as a result of a court action, known as judicial foreclosure, or without court action, often referred to as nonjudicial foreclosure. For liens recorded on and after Jan. 1, 2006, an Association may not use judicial or nonjudicial foreclosure to enforce that lien if the amount of the delinquent Assessments or dues, exclusive of any accelerated Assessments, late charges, fees, attorney’s fees, interest and costs of collection are less than $1,800. For delinquent Assessments or dues in excess of $1,800 or more than 12 months delinquent, an Association may use judicial or nonjudicial foreclosure subject to the conditions set forth in Article 3 (commencing with Section 5700) of Chapter 8 of Part 5 of Division 4 of the Civil Code. When using judicial or nonjudicial foreclosure, the Association records a lien on the owner’s property. The owner’s property may be sold to satisfy the lien if the amounts secured by the lien are not paid. (Sections 5700 through 5720 of the Civil Code, inclusive) In a judicial or nonjudicial foreclosure, the Association may recover Assessments, reasonable costs of collection, reasonable attorney’s fees, late charges and interest. The Association may not use nonjudicial foreclosure to collect fines or penalties, except for costs to repair common areas damaged by a member or a member’s guests if the governing documents provide for this (Section 5725 of the Civil Code). The Association must comply with the requirements of Article 2 (commencing with Section 5650) of Chapter 8 of Part 5 of Division 4 of the Civil Code when collecting delinquent Assessments. If the Association fails to follow these requirements, it may not record a lien on the owner’s property until it has satisfied those requirements. Any additional costs that result from satisfying the requirements are the responsibility of the Association (Section 5675 of the Civil Code). At least 30 days prior to recording a lien on an owner’s separate interest, the Association must provide the owner of record with certain documents by certified mail, including a description of its collection and lien enforcement procedures and the method of calculating the amount. It must also provide an itemized statement of the charges owed by the owner. An owner has TAHOE DONNER 2024 BUDGET REPORT |
9
a right to review the Association’s records to verify the debt (Section 5660 of the Civil Code). If a lien is recorded against an owner’s property in error, the person who recorded the lien is required to record a lien release within 21 days and to provide an owner certain documents in this regard (Section 5685 of the Civil Code). The collection practices of the Association may be governed by state and federal laws regarding fair debt collection. Penalties can be imposed for debt-collection practices that violate these laws. PAYMENTS When an owner makes a payment, they may request a receipt, and the Association is required to provide it. On the receipt, the Association must indicate the date of payment and the person who received it. The Association must inform owners of a mailing address for overnight payments (Section 5655 of the Civil Code). In addition, an Association may not initiate a foreclosure without participating in alternative dispute resolution with a neutral third party, as set forth in Article 3 (commencing with Section 5925) of Chapter 10 of Part 5 of Division 4 of the Civil Code, if so requested by the owner. Binding arbitration shall not be available if the Association intends to initiate a judicial foreclosure. An owner is not liable for charges, interest and costs of collection if it is established that the Assessment was paid properly on time (Section 5685 of the Civil Code). MEETINGS AND PAYMENT PLANS An owner of a separate interest that is not a timeshare may request the Association to consider a payment plan to satisfy a delinquent Assessment. The Association must inform owners of the standards for payment plans, if any exist (Section 5665 of the Civil Code). The Board of Directors must meet with an owner who makes a proper written request for a meeting to discuss a payment plan when the owner has received a notice of a delinquent Assessment. These payment plans must conform with the payment plan standards of the Association if they exist (Section 5665 of the Civil Code).
10 | TAHOE DONNER 2024 BUDGET REPORT
NOTICE OF RIGHTS AND OBLIGATIONS RELATING TO GOVERNING DOCUMENT ENFORCEMENT: The provisions of Tahoe Donner Association’s Governing Documents (Declaration of Covenants and Restrictions, Bylaws, Articles of Incorporation and Association Rules) may be enforced by the Association or by any owner, and the prevailing party in such an action is entitled to an award of reasonable attorney’s fees and costs. However, before most Governing Document enforcement actions may be taken to court, Civil Code Section 5935 requires the initiating party to serve a Request for Resolution (the “Request”) upon the other parties to the dispute. The objective of the Request must be to encourage the recipient opposing parties to agree to resolve the matter through arbitration, mediation or some other form of alternative dispute resolution (“ADR”). The form and details of the ADR process, and whether its result will be binding or non-binding on the parties, must be agreed upon by the parties. If you receive a Request, you have 30 days to either accept or reject the ADR proposal. If you do not respond to the party issuing the Request within that time, you will be deemed to have rejected the proposal. If the Request is rejected, the other party may file a suit. You should be advised that failure by any member of the Association to comply with the pre-filing requirements of section 5935 of the Civil Code may result in the loss of your rights to sue the Association or another member of the Association regarding enforcement of the Governing Documents. In a Governing Document enforcement lawsuit, the court may also consider a party’s refusal to participate in ADR in determining an attorney’s fee award. With regard to internal dispute resolution, Tahoe Donner Association follows the process described in section 5915 of the Civil Code. For more information, please contact the Association offices. As required by California Civil Code section 5300(b)(9), the following is a summary of Tahoe Donner Association’s insurance coverages: PROPERTY/INLAND MARINE/BOILER INSURANCE POLICIES: Lexington Insurance Co.: Property Limit – $115,778,781; Deductible – $75,000 per occurrence for buildings, contents, lifts, moveable equipment, etc.; Granite State Insurance Co.: Inland Marine Limit – $9,788,539; Deductible – varies $25,000 to $100,000; Lexington Insurance Co.: Boiler Limit – $48,361,834; Deductibles – $75,000 minimum for compressors, motors, pumps, equipment generating electricity and property damage GENERAL LIABILITY POLICIES: Granite State Insurance Co.: Limit – $2,000,000; General Aggregate – $2,000,000 per occurrence; Deductible – $25,000 per occurrence EXCESS LIABILITY (UMBRELLA) POLICIES: National Union Fire Insurance Co. of PA: Limit – $5,000,000; General Aggregate – $5,000,000; Deductible – $10,000 per occurrence. Additional excess liability coverage over the current Umbrella: Berkley Custom: Limit – $5,000,000; Markel American: Limit – $10,000,000; Starstone: Limit – $10,000,000; Westfield Specialty Insurance: Limit – $10,000,000; Liberty Surplus Insurance: Limit – $10,000,000 CRIME POLICIES: Granite State Insurance Co.; Limit – $500,000; Deductible – $5,000 per occurrence; Additional excess crime coverage: Travelers: Limit – $5,000,000, Granite American Insurance Co., Limit – $20,000,000 EARTHQUAKE AND FLOOD INSURANCE POLICIES: Granite State Insurance Co; Limit – $3,000,000 per occurrence; Earthquake Aggregate – $3,000,000; Deductible – $100,000; Flood Deductible – $50,000 POLLUTION POLICIES: Beazley: Limit – $1,000,000 per occurrence; General Aggregate – $2,000,000; Deductible – $25,000 TERRORISM/SABOTAGE/ACTIVE SHOOTER POLICIES: Lloyds: Limit – $1,000,000 per occurrence for active shooter/malicious acts limits; Deductible – $5,000 DIRECTORS AND OFFICERS LIABILITY INSURANCE POLICIES: Everest National: Limit – $5,000,000; Deductibles – NonIndemnifiable Loss: None; Indemnifiable Loss: $50,000
DIRECTORS AND OFFICERS EXCESS LIABILITY INSURANCE POLICIES: RSUI: Limit – $5,000,000; Ironshore: Limit – $10,000,000; Houston Specialty: Limit – $5,000,000; Landmark: Limit – $5,000,000
ANNUAL POLICY STATEMENT SUMMARY (California Civil Code 5310(a), 4040)
BUSINESS AUTOMOBILE POLICIES: New Hampshire Insurance: Limit – $1,000,000; Deductibles – $5,000 per occurrence
Association’s Designated Recipient
THE CIVIL CODE REQUIRES THAT THE FOLLOWING STATEMENT APPEARS:
Right of Notice to Two Addresses
“This summary of the Association’s policies of insurance provides only certain information, as required by Section 5300 of the Civil Code, and should not be considered a substitute for the complete policy terms and conditions contained in the actual policies of insurance. Any Association member may, upon request and provision of reasonable notice, review the Association’s insurance policies and, upon request and payment of reasonable duplication charges, obtain copies of those policies. Although the Association maintains the policies of insurance specified in this summary, the Association’s policies of insurance may not cover your property, including personal property or real property improvements to or around your dwelling, or personal injuries or other losses that occur within or around your dwelling. Even if a loss is covered, you may nevertheless be responsible for paying all or a portion of any deductible that applies. Association members should consult with their individual insurance broker or agent for appropriate additional coverage.” In fact, since all of our common areas and facilities are owned solely by the Association as a corporate entity and not by the Association’s individual members, the insurance carried by the Association insures only the Association and only with regard to its actions and its property. It does not insure individual members their property (individual homes and lots) or their actions.
Mail or Personal Delivery: Board, Tahoe Donner Association, 11509 Northwoods Blvd., Truckee, CA 96161 Email: info@tahoedonner.com A member may submit a request to have notices sent to up to two different specified addresses.
General Notice Location
11509 Northwoods Blvd., Truckee, CA 96161 and tahoedonner.com
Right to Receive General Notice by Individual Delivery A member has the option to receive general notices by individual delivery.
Right to Receive Board Minutes
A member has a right to Board meeting minutes, other than an executive session. Minutes are available at the General Notice Locations indicated above. Upon request, the minutes can be mailed to the member
Statement of Assessment Collection Policies and Assessment Collection and Lien Policy
The statement of Assessment collection and lien policies is provided on pages 8–11 of this budget report document.
Governing Document Enforcement and Fine Policy Governing Documents, Resolutions and Policies, refer to tahoedonner.com/governing-documents
Rules and Fines, refer to tahoedonner.com/covenants-rules
Dispute Resolution Procedure Summary
Refer to Notice of Rights and Obligations section on page 10
Architectural Guidelines and Procedures
Refer to tahoedonner.com/community-standards
Overnight Payment Mailing Address
Accounting, Tahoe Donner Association, 11509 Northwoods Blvd., Truckee CA 96161 PHOTO CREDITS: Cover – Allan Crawford took this aerial photo of the 2023 Summer Concert on the Green on the Golf Course Driving Range in July 2023. Page 6 – Rekha Strader, submitted for the 2022 Tahoe Donner Photo Contest, shows Stone Strader jumping off the dock at the Beach Club Marina. Page 11 – Doug Riegelhuth, submitted for the 2023 Tahoe Donner Photo Contest, was taken at the end of Lion’s Leap on the Tahoe Donner trail system during an early-morning bike ride.
45-Day Notices
Tahoe Donner Association, 11509 Northwoods Blvd., Truckee, CA 96161 and tahoedonner.com/45-day-notices
Charges for Documents Provided
The Association may charge members for the direct and actual cost of copying and redacting documents. However, Associations may not charge a fee that exceeds the amount necessary to defray the costs for which it is levied. Also, the Association must inform the member of the cost before copying the requested documents.
VISION STATEMENT
Tahoe Donner is a vibrant and desirable mountain community providing attractive and well-maintained facilities, events, programs and leading customer service to its members, guests and public, all while maintaining accessible and healthy natural surroundings.
TAHOE DONNER 2024 BUDGET REPORT |
11
2024 BUDGET SUMMARY $2,907
VERSUS 2023 – AN INCREASE OF $283 ($23.58 PER MONTH)
Salary and wage increases, 4% merit increase (not guaranteed), budgeting for all
+ $173 positions and full operations, including increased J-1 staffing in Downhill Ski School
ANNUAL ASSESSMENT
Increase Development Fund contribution to address the changing needs of the
+ $173 members and address aging facilities needs
Increase in payroll taxes, health insurance renewal, workers’ compensation premiums
PER OWNER PROPERTY (DUE JAN. 1, 2024)
+ $64 and employee 401(k) costs +
$47 Liability insurance policy increases due to industry losses
+
$4 Decrease in projected Cross Country Ski Center revenue to offset weather variability
–
$83 ski school and modest increases in overall pricing and user fees
–
$51 Increase in revenue from Recreation Fee to help cover private amenity costs
–
$28 the Pavilion
–
$6 Increase in advertising revenue
–
$2 Minimal price increases at the Golf Course
–
$8 Other increases in revenue and expense savings
Increase in revenue at the Downhill Ski Resort, driven by additional J-1 staffing at the
Expanded revenue opportunities at The Lodge Restaurant & Pub, incorporating
= + $283 TOTAL CHANGE IN ANNUAL ASSESSMENT
RECREATION FEE OPTIONS + PRIVATE AMENITY DAILY ACCESS FEES EFFECTIVE MAY 1, 2024 THROUGH DEC. 31, 2024
The Recreation Fee allows cardholders unlimited access to the Trout Creek Recreation Center, Beach Club Marina, Northwoods Pool, Tennis Center and Snowplay. The Recreation Fee will begin following the traditional calendar in 2025. As such, 2024 will see a prorated 8-month Recreation Fee period with the following pricing options. UP TO 2 PEOPLE
$250
UP TO 4 PEOPLE
$410
Additional members 5-8: $140 per member
FACTS + FIGURES ABOUT YOUR ASSOCIATION ESTIMATES AS OF NOV. 2023; SUBJECT TO CHANGE
• 6,473 Member Property Owners • 25,000 Members • Established in 1971 • 90% Built-Out • Owned and Managed by the Property Owners • 7,000 Acres • 27 Buildings • 120,000 Square Feet of Conditioned Space • Over 55,000 Trees Planted in Past Decade • 68 Miles of Paved Public Roads
OWN AND OPERATE • Golf Course • Beach Club Marina • Downhill Ski Resort • Cross Country Ski Center • Snowplay Sledding + Tubing • Equestrian Center • Tennis Center • Pools • Gym + Recreation Center
• 60 Miles of Trails (and More Planned)
• Day Camps
• $4.7 Billion Estimated Tahoe Donner Community Real Estate Value
• Retail Shops
12 | TAHOE DONNER 2024 BUDGET REPORT
• Restaurants
PRIVATE AMENITY DAILY ACCESS FEES Member without paid Recreation Fee: $12, no increase from 2023 Guest with Member: $15, no increase from 2023 Guest on Guest Card without Member: $20, no increase from 2023
PAY YOUR ANNUAL ASSESSMENT ONLINE
Quickly and easily pay your 2024 Annual Assessment and the 2024 Recreation Fee online via the Tahoe Donner member portal. For step-by-step instructions, visit tahoedonner.com/ online-annual-assessment. TAHOEDONNER.COM/MEMBER-PORTAL
ANY DIFFERENCES IN ASSESSMENT REVENUE DUE TO ROUNDING
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©2023 Berkshire Hathaway Home Services: Drysdale Properties. All rights reserved. Each office is independently owned and operated. Berkshire Hathaway fully supports the principals of the Fair Housing Act. If your property is currently represented by a real estate broker, this is not an attempt to solicit your listing. CA DRE License #01399851
TAHOE DONNER ASSOCIATION 11509 NORTHWOODS BLVD. TRUCKEE, CA 96161
Wishing You a Warm and Toasty
Holiday Season
11836 Donner Pass Road, Truckee 100 Northstar Drive, Truckee 289 Commercial Street, Portola 530-587-7444