May 2019 - August 2019 Financial Summary

Page 1

DOBSON ASSOCIATION, INC. Comparison May 2019 - August 2019 Income & Expense Summary May 2019 Revenues Homeowner Revenues Residential Assessments $ 227,930 Commercial Assessments $ 1,665 Allowance for Doubtful Accounts $ 11,175 Transfer & Disclosure Fees $ 20,400 Late Fees & Legal Fines $ (53) Dishonored Check fees $ 20 Collection Fees $ 5,136 CC&R Fines $ 2,775 Rental Registration Fees $ 350 Escrow Rush Fees $ 150 License/ID Cards $ 382 Other $ (771) Total Homeowner Revenues $ 269,160 Other Revenues Lake Park Village Water Revenue Interest on Operating Newsletter Advertising Recreation Programs Preschool Tuition Tennis Pro Facility Rental Total Other Revenues

Current Month June 2019

July 2019

August 2019

$ $ $ $ $ $ $ $ $ $ $ $ $

227,930 4,589 (14,149) 11,200 1,861 40 1,179 2,000 350 50 502 (167) 235,385

$ $ $ $ $ $ $ $ $ $ $ $ $

228,206 4,777 4,303 13,196 7,633 20 1,101 1,450 550 50 350 261,635

$ $ $ $ $ $ $ $ $ $ $ $ $

227,580 763 7,781 19,200 (2,792) 20 4,654 875 950 250 151 420 259,852

$ $ $ $ $ $ $ $

3,904 3,668 15,309 6,519 1,395 3,555 34,349

$ $ $ $ $ $ $ $

3,645 3,308 15,406 1,078 1,285 2,437 27,159

$ $ $ $ $ $ $ $

2,288 3,625 14,974 968 1,435 4,992 28,282

$ $ $ $ $ $ $ $

2,434 3,796 11,310 2,830 1,395 2,614 24,378

Total Revenues

$

303,509

$

262,543

$

289,917

$

284,229

Operating Expenses Administration Board of Directors Lakes Landscaping Maintenance Preschool Recreation Utilities Watercraft Total Operating Expenses

$ $ $ $ $ $ $ $ $ $

72,553 4,621 7,592 31,881 35,484 4,525 32,738 18,199 1,685 209,279

$ $ $ $ $ $ $ $ $ $

69,647 708 16,653 22,855 30,221 4,073 40,728 22,385 207,270

$ $ $ $ $ $ $ $ $ $

93,352 1,317 2,859 30,317 41,615 3,768 62,860 33,808 269,896

$ $ $ $ $ $ $ $ $ $

95,106 1,188 4,132 21,774 43,981 3,793 34,178 38,677 242,830

Net Revenues after Expenses

$

94,230

$

55,273

$

20,021

$

41,399

$ $ $ $

May 2019 2,270,480 347,364 16,292 2,762,566

$ $ $ $

June 2019 2,696,918 348,104 15,899 2,312,983

$ $ $ $

July 2019 2,700,022 333,745 25,916 2,293,848

$ $ $ $

August 2019 2,796,486 334,492 25,933 2,220,550

FUND BALANCE : Asset Replacement Fund (Reserves) Capital Purchase Fund Water Conservation Fund Operating Total Cash Assets

Comments

4955 Residents Monthly & quarterly commercial assessment payments Adjustment for 50% of 90-Day AR 20 Home sales Good reversal from last month Right on budget Attorney fees charged to HO accts due to collections CC&R collection still going strong due to added efforts 22 Rental Registrations 1 Escrow rush Boat permits/fishing licenses/fobs Delinquent interest write off's as tradeoff for receiving fine and fee payments

Complete for year and on budget Interest on investments contributing to favorable increase Still under budget for the month. Currently, $8,562.59 in prepaid advertising has been collected

Increase due to Summer Camp Summer schedule, reduced classes Hot weather slowdown but still revenues $7K over budget Facility rentals have been good

Under-ran budget by $3K

Painter position filled. Under-ran budget by $6k Increase in city water and waste water costs

Actual July net revenues exceeded budgeted revenues


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.