{' '} {' '}
Limited time offer
SAVE % on your upgrade.

Page 1

COUNCIL BUDGET MESSAGE The Anthem Community Council (ACC) is pleased to present the 2020 Operating Fund Budget, with NO increase to ACC assessments. Separate and apart from ACC assessments, the per unit benefited assessment for Paseo Townhomes will increase $4.50/month due to an increase in the landscape maintenance contract for Paseo common areas. This document serves as a brief overview of the 2020 budget, which was presented and discussed at two open Board meetings. A Budget-in-Brief document, outlining key points of the ACC and the three HOAs’ budgets (which are released separately), will be posted to OnlineAtAnthem.com. The 2020 Operating Budget reflects the Board’s strategic priorities by providing for: the continuation of high-quality services and facilities; the continuation of involvement with community partners; advocacy for Anthem on public safety and other issues impacting the community; the implementation of Facilities Master Plan projects; and strengthening and stabilizing staffing to position the organization for future success. The following major cost factors impacted the 2020 budget: the fourth consecutive year of mandatory minimum wage increases; an increase in major service contracts; operating costs associated with new amenities, including the dog park; executive staff restructuring; water rate increases; and other inflationary costs. Even with these cost factors, the total operating costs will increase just 3% or $294,000, as staff trimmed numerous line items. To help offset operating costs, modest fee increases were approved for some Community Center programs, including group fitness passes, Adventure Club, summer camp, and the swim team. The Budget includes a transfer of $1,800,000 to the Reserve Fund to maintain its fully funded status. An estimated $749,860 will be transferred to the Enhancement Fund from new enhancement fees received in 2020 (1/4-of-1% of the price of each resold home). The last ACC assessment increase was $6/month, effective in January 2014, which means that 2020 will be the seventh budget year that the ACC has operated under that assessment rate. The ACC Board and Staff take our financial stewardship responsibilities very seriously, and we will continue to pursue efficiencies and savings wherever possible. However, with cumulative cost pressures, it will be prudent and necessary for the ACC to assess the need for an assessment increase after 2020, to maintain high-quality facilities, programs and services for our awardwinning community. Respectfully,

Neal Shearer, Community Executive Officer

ACC Board of Directors Terry Mullarkey, President Bob McKenzie, Vice President Darrin Francom, Secretary Carolynn Hiron, Treasurer Dino Cotton, Director Roger Willis, Director

ACC Fiscal and Resource Management Committee William Bobbitt Mark Senn Tom Donnelly Sam Crump Carolynn Hiron, Board Liaison, Treasurer


ACC CONSOLIDATED OPERATING FUND BUDGET ANTHEM COMMUNITY COUNCIL

2020

CONSOLIDATED

OPERATING

FUND

BUDGET

BUDGET APPROVED

© Copyright, © Anthem Community Council, Inc. 2011-2019

Assessments - Residential Assessments - Commercial/non-residential Assessments - Apartments & MultiUnit Assessments - Benefited/Paseo Community Programs Revenues Special Events Revenues Other "Hard" and "Soft" Revenues Reimbursements - Legal & Other Revenues - Rentals Revenues - Resale & Disclosures Enhancement Fees Transfers to Enhancement Fund Transfers to Reserve Fund Other Non-Classified Incomes TOTAL ASSESSMENTS & INCOME Salaries & Payroll Medical, Benefits & Taxes Direct CC Program Expenses Direct Special Events Expenses TOTAL COMMUNITY PROGRAMS & EVENTS

BUDGET APPROVED

2020

8,249,955 447,732 331,830 84,480 803,095 124,900 13,975 155,000 403,180 359,160 749,860 (749,860) (1,800,000) 82,904 9,256,210 721,243 92,178 285,490 183,010 1,281,920

2019

8,201,505 447,732 315,600 75,840 721,752 121,625 37,175 155,000 384,800 280,685 679,960 (679,960) (2,220,000) 121,212 8,642,926 650,439 121,111 285,374 165,475 1,222,399

2019 YEAR-TO-DATE Jan. - Sept. 6,280,159 335,800 236,708 56,880 608,115 96,381 17,235 218,825 279,155 297,608 736,084 (736,084) (1,665,000) 88,796 6,850,661 574,948 77,413 198,169 116,978 967,509

ACTUAL RESULTS

2018

8,174,749 447,733 315,611 76,205 682,588 141,810 22,722 217,047 383,786 372,915 921,621 (921,623) (2,100,000) 155,422 8,890,585 643,654 97,597 277,617 131,990 1,150,858

TOTAL COMMUNITY INVOLVEMENT

171,535

185,005

104,836

149,663

TOTAL UTILITIES

1,110,800

1,038,100

754,820

992,063

TOTAL HUMAN RESOURCES

113,035

109,934

64,339

76,395

Salaries & Payroll - Parks / Facilities / Maintenance Medical, Benefits & Taxes Common Area Maintenance R&M - Park Buildings Community Center Maintenance HVAC & Plumbing Pools, Spas & Water Features Irrigation Tools, Janitorial Supplies, Lighting, Other R&M - Facilities & Equipment R&M - Grounds & Other Repair, Replace & Maintain - All Other TOTAL REPAIRS & MAINTENANCE

714,406 178,744 13,880 4,250 16,300 50,868 98,850 77,800 83,104 37,900 266,850 132,650 1,675,601

642,377 169,221 11,500 15,000 35,350 48,420 93,250 78,740 84,604 55,200 237,200 158,274 1,629,135

480,108 117,467 10,165 2,818 2,741 31,921 63,635 39,797 60,713 30,379 176,284 118,904 1,134,932

639,487 160,861 8,010 5,227 6,185 36,999 61,391 82,003 91,345 50,606 191,170 194,002 1,527,285

TOTAL PROFESSIONAL

220,400 138,500 358,900

186,500 133,975 320,475

187,990 96,830 284,819

203,805 183,647 387,451

TOTAL FINANCIAL

263,780 54,540 119,745 438,065

354,900 39,540 116,378 510,818

160,407 51,335 82,455 294,196

240,535 (23,658) 63,863 280,739

Landscape Contract Janitorial and Sanitation Contract Security & Other Service & Support Contracts TOTAL CONTRACT SERVICES

1,208,000 440,836 429,635 2,078,471

1,167,000 391,387 459,830 2,018,217

835,344 296,118 228,837 1,360,299

1,125,774 378,036 318,346 1,822,157

Payroll - Civic Bldg & Community Center Admin Medical, Benefits & Taxes 401k Programs & Administration Office Consumables Postage & Copies & Mailings Office Equipment Reimbursements Dues & Subscriptions Equipment Lease & Rentals Voice, Cell & Data Services Signs - Community Common Areas Other General & Administrative TOTAL GENERAL & ADMIN - CIVIC BLDG & COMM CNTR

2,117,431 520,266 70,000 30,200 48,456 12,500 2,135 9,700 27,880 88,145 4,485 89,684 3,020,882

1,917,419 485,965 69,900 47,248 88,856 14,180 2,420 15,184 29,900 153,035 5,700 91,434 2,921,242

1,147,386 209,114 48,620 18,489 23,814 7,404 557 5,940 19,748 52,864 4,582 (62,484) 1,476,034

1,647,251 254,661 63,839 27,537 30,779 5,302 1,670 14,812 32,860 70,040 10,129 46,147 2,205,027

TOTAL OPERATING COSTS

10,249,210

9,955,325

General Legal & Specialized Legal CPA, Consulting, Professional & Other Property, Business, D&O Insurances Bad Debt Expense All Other Financial Expenses

6,441,784

8,591,637

GROSS SURPLUS (DEFICIT)

(993,000)

(1,312,400)

408,877

298,948

LESS - Depreciation Expense PLUS - Interest Income, Expense, Tax Accrual LESS - Income Taxes - Federal & State NET BOOK SURPLUS / (DEFICIT)

834,000 68,000 23,000 (1,782,000)

842,400 30,000 55,200 (2,180,000)

576,370 64,562 18,600 (121,530)

743,855 66,895 (36,603) (341,409)

LESS - PROPOSED CAPEX PLUS - BASE RESERVE CONTRIBUTION BALANCE AFTER RESERVE PAYMENT

18,000

40,000

1,800,000

2,220,000

2,220,000

0

1,878,591

0

0

0


2020 ASSESSMENT FEES

Parkside Owners Quarterly Assessments to the Anthem Community Council

Parkside Parkside Paseo Owners Landing Owners

Country Club Owners

$205.50

$205.50

$205.50

$205.50

$48.45

$48.45

$288.00

$253.95

$132.00 $385.95 NEW RATE

$48.45 $71.28 $325.23

$493.50 NEW RATE

Semi-Annual Assessment to the Anthem Community Council Quarterly Assessment to YOUR Homeowners' Association Quarterly Benefited Assessment to Parkside Association Quarterly Benefited Assessment to the Anthem Community Council

YOUR TOTAL QUARTERLY ASSESSMENT è è

Village Commercial & Condominium Non-Residential Owners Owners $139.50 No Change $861.15 $1,000.65 NEW RATE

No Change

ASSESSMENT INCREASES FOR PASEO, COUNTRY CLUB AND THE VILLAGE HOMEOWNERS Paseo, Country Club and The Village homeowners will see increased assessment amounts for 2020. This changes your total quarterly assessment amount. Homeowners who pay by check or online must update their payment amount. If you are enrolled in the ACC’s Direct Debit (ACH) program, we will automatically update your payment amount. Contact your HOA with questions. Country Club residents pay additional dues (Social and/or Golf Membership) for amenities provided by ClubCorp. These dues are not included in the total quarterly assessment information above. Paseo: staff@anthemparkside.org or 623-742-4563 | Country Club: staff@acccahoa.com or 623-742-6030 Village: apate@associatedasset.com or 602-957-9191

ASSESSMENT DUE DATES Residential payments are due on the first of January, April, July and October. Commercial and Non-residential payments are due on the first of January and July. The above budget represents your required contributions to the Anthem Community Council’s operating expenses. When you make quarterly payments, your total payment includes your obligations for the HOA community in which you live (Parkside, Parkside Paseo, Parkside Landing, Country Club or The Village). Your total payment is combined into one quarterly statement that is mailed or emailed to you approximately 30 days prior to due date. OPT-IN FOR ELECTRONIC INVOICING Email customerservice@anthemcouncil.com to update electronic invoicing preferences. Include your Anthem property address and indicate the preference to either OPT IN or OPT OUT.

ASSESSMENT PAYMENT OPTIONS Direct Debit (ACH) To sign up for monthly direct debit, you must complete the direct debit form online. Completed forms can be emailed to AR@anthemcouncil.com or dropped off at the ACC offices on the second floor of the Civic Building. A voided check must be included with the form. ACH is the only authorized way to pay your assessments monthly. Personal Check Include your payment coupon and write your unique 10-digit account number on the check. Mail payments to: Anthem Community Council PO Box 65464 Phoenix, AZ 85082-5464 Pay Online Single and recurring online payments are made directly through the Alliance Bank website (eCheck, EFT or credit card).


ACCCA BUDGET 2020 Budget Message The Anthem Country Club Community Association (ACCCA) Board of Directors approved the 2020 Annual Budget at its Oct. 24, 2019, meeting. The budget includes a $3-per-month increase in assessments paid by ACCCA homeowners. Detailed information about this increase will be mailed to all ACCCA homeowners. Beginning Jan. 1, 2020, ACCCA homeowners will pay $288.00 per quarter for ACCCA assessments, which supports the operation and maintenance of the Country Club community infrastructure. The total quarterly assessment amount, which includes the amount paid to the Anthem Community Council, is $493.50. Additional details about specific budget items, along with a breakdown of what each entity oversees, can be found on the website. Printed copies of the budget may also be obtained at the HOA office, located in the Civic Building at 3701 W. Anthem Way. For additional information regarding the Anthem Golf & Country Club social dues, call 623-742-6200.

ACCCA Board of Directors Carl Benner, President Barbara Birdseye, Vice President Greg Strand, Treasurer Steve Champion, Secretary Henrie Barrie, Director

ACCCA Community Manager Margaret Troyer staff@acccahoa.com 623-742-6030

Budget Item Utilities Repair and Maintenance Contract Services Reserves Administrative

Anthem Country Club: Total Expenses $3,706,132 $ 547,152 $ 176,600 $ 1,716,073 $ 1,038,000 $ 228,307

Total

$ 3,706,132

ANTHEM COUNTRY CLUB: TOTAL EXPENSES $3,706,132

Administrative $228,307 Reserves $1,038,000

Utilities $547,152

Budget Item

Repair & Maintenance $176,600

Utilities $547,152 Repair and $176,600 Maintenance Contract Services $1,716,073 Reserves $1,038,000 Administrative $228,307 Total $3,706,132

Contract Services $1,716,073


APCA BUDGET 2020 Budget Message The Anthem Parkside Community Association (APCA) Board of Directors, at its regular monthly meeting on Oct. 17, 2019, unanimously approved the 2020 APCA Operating Budget. APCA remains in excellent financial condition and is pleased to report there will be no increase in assessments. APCA assessments will remain the same per household at $48.45 per quarter. The total quarterly assessment amount, which includes the amount paid to the Anthem Community Council, is $253.95. Paseo homeowners’ total quarterly assessment is $385.95; this is an increase of $4.50/month or $13.50/quarter over last year, and is paid to the Anthem Community Council as a benefited assessment.

APCA Board of Directors Doug Sutherland, President Bettye Ruff, Vice President Chris Yano, Secretary Tim Fyke, Treasurer Brad Sundquist, Director

APCA Finance Committee

Landing Benefited Assessment The Landing benefited assessment will remain the same at $71.28 per quarter. The total quarterly assessment amount, which includes the amount paid to the Budget Item/ Community Utilities Anthem Community Council, is $325.23. This assessment will continue to cover Repair and Maintenance the regular maintenance of the Landings gates and streets, as wellContract Services as future Reserves street improvements. Administrative

Bill Bobbitt, Chair Doug Sutherland Jocelyn Rochman The Landings: Total Expenses $54,886 Tim Fyke $ 11,074.00 Vaughn Miller $ 1,200.00 Cathy Michelfelder $ 2,394.00 $ 39,618.00 APCA Community Manager $ 600.00

Mary Beth Zahn

This budget brings many benefits to the Parkside community, including Total maintaining neighborhood parks, landscaping and compliance. It provides for continued high-quality services, which makes Parkside a desirable place to live.

$ 54,886.00 staff@anthemparkside.org

623-742-4563

APCA homeowners are encouraged to contact staff with any questions. The 2020 budgets are posted online.

PARKSIDE TOTAL EXPENSES: $1,511,174

THE LANDINGS TOTAL EXPENSES: $54,886

Budget Item/ Community The Landings: Total Expenses $54,886 Utilities $ 11,074.00 Repair and Maintenance $ 1,200.00 Administrative Contract Services $ 2,394.00 Utilities $217,784 Reserves $ 39,618.00 $288,156 Administrative $ 600.00 Reserves $76,877

Total

Reserves $39,618 Adminitrative $600

Repair & $ 54,886.00

Maintenance $105,752

Utilities $11,074

Repair & Maintenance $1,200

Contract Services $822,605

Contract Services $2,394


VACCC BUDGET 2020 Budget Message

Village Board of Directors

The Village at Anthem Condominium Council of Co-Owners Board of Directors, during the Oct. 3, 2019 general session, unanimously approved the 2020 Operating and Reserve Budgets. Due to the recent EPCOR interim water rate increase, and to ensure the community continues to maintain adequate reserves, there will be an 11% increase in the HOA’s annual assessments.

Ron McGraw, President Steve Neuman, Vice President Lisa Purcell, Treasurer Kathleen Shemanek, Secretary Steven Davis, Director

The 2020 HOA quarterly assessment amount will be $861.15, an increase over last year’s HOA assessment amount of $775.80. This approved HOA assessment increase is equivalent to an additional $28.45/month beginning Jan. 1, 2020. Combined with the ACC assessment, the new TOTAL quarterly assessment payment will be $1,000.65.

ACCCA Community Manager Angela Pate apate@associatedasset.com 602-674-4364 (Direct) or 602-957-9191 (Main)

Homeowners who pay by check or online must update their payment amount. If you are enrolled in the ACC’s Direct Debit (ACH) program, your quarterly payment amount will automatically be updated for you. Contact Community Manager Angela Pate with questions. VACCC homeowners are encouraged to view the 2020 budget posted online.

THE VILLAGE AT ANTHEM TOTAL EXPENSES: $634,614

Income Summary Assessment Income $723,366 Operating Income $4,320 Total Income $727,686 Less Transfers to Reserve $93,072 Net Income $634,614 Expense Summary Contracted Services $127,812 General & Administrative $34,785 Repairs & Maintenance $35,326 Electricity $40,495 Water & Sewer $384,000 Gas $8,200 Telephone - Gate $780 Cable TV $3,216 Total Expense $634,614

Gas $8,200 1%

Water & Sewer $384,000 61%

Telephone & Gate $780 0% Cable TV $3,216 1%

Contracted Services $127,812 20%

General & Adminisrative $34,785 5% Repairs & Maintenance $35,326 6% Electricity $40,495 6%


ACC FUNDS EXPLANATION The ACC has three major funds: the Enhancement Fund, Reserve Fund and Operating Fund. Operating Fund The Operating Fund is funded through assessments and program fee revenues. The fund supports the services and operations provided by the ACC. Reserve Fund The Reserve Fund covers maintenance and upkeep of Anthem’s amenities. Every year, a set amount is transferred from the Operating Fund to the Reserve Fund. Enhancement Fund The Enhancement Fund is based on ¼-of-1% of the sale price of each resold property. These funds are used for community enhancement initiatives such as the approved master plan projects. Over the past several years, the ACC has generated over $4M in total cost savings in its continuing effort to streamline services and make best use of community funds, all without any deterioration in service quality or delivery and with only one modest assessment increase on Jan. 1, 2014. Please note that the ACC Board will consider an ACC assessment increase for 2021. >> OnlineAtAnthem.com

Community Center Program Fee Increases in 2020 GROUP FITNESS PASSES (as of Jan. 1, 2020)

• Daily passes increase from $5 to $7 • Monthly passes increase from $49 to $55 • 12-punch passes increase from $40 to $45 • 24-punch passes increase from $65 to $72

ADVENTURE CLUB (as of Jan. 1, 2020) Second hour increases from $1 to $2; first hour remains $5.

SUMMER CAMP (as of Jan. 1, 2020) • Daily rate increases from $45 to $55 • $175/week without field trips and $195/week with field trips

SWIM TEAM (as of April 1, 2020) Increase of 5%, the first increase in several years, to allow this popular legacy program to keep pace with expenses.

Profile for Anthem Community Council

2020 Budget in Brief  

2020 Budget in Brief