June 2019 Financial Summary

Page 1

DOBSON ASSOCIATION, INC. Comparison March 2019 - June 2019 Income & Expense Summary March 2019 Revenues Homeowner Revenues Residential Assessments $ 227,930 Commercial Assessments $ 763 Allowance for Doubtful Accounts $ 2,491 Transfer & Disclosure Fees $ 16,000 Late Fees & Legal Fines $ 1,421 Dishonored Check fees $ 60 Collection Fees $ 471 CC&R Fines $ 5,800 Rental Registration Fees $ 350 Escrow Rush Fees $ 200 License/ID Cards $ 992 Other $ (333) Total Homeowner Revenues $ 256,146 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 April 2019

May 2019

June 2019

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

227,930 7,701 (8,496) 16,000 7,980 20 655 2,470 375 200 405 255,239

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

227,930 1,665 11,175 20,400 (53) 20 5,136 2,775 350 150 382 (771) 269,160

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

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

$ $ $ $ $ $ $ $

3,619 3,516 6,209 5,576 1,940 2,482 23,341

$ $ $ $ $ $ $ $

3,374 3,061 15,505 5,203 1,890 1,608 30,641

$ $ $ $ $ $ $ $

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

Total Revenues

$

279,487

$

285,880

$

303,509

$

262,543

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

$ $ $ $ $ $ $ $ $ $

64,931 634 17,985 22,574 24,967 5,548 22,595 17,568 176,803

$ $ $ $ $ $ $ $ $ $

76,040 18,947 1,293 32,092 40,368 4,778 26,840 12,173 905 213,436

$ $ $ $ $ $ $ $ $ $

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

Net Revenues after Expenses

$

102,685

$

72,444

$

94,230

$

55,273

$ $ $ $

March 2019 2,174,084 363,964 17,038 2,709,849

$ $ $ $

April 2019 2,277,881 350,451 17,175 2,767,741

$ $ $ $

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

$ $ $ $

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

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 28 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 14 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 not yet filled Under-ran budget by $6k Increase in city water and waste water costs

Actual June net revenues exceeded budgeted revenues


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June 2019 Financial Summary by dobsonranch29 - Issuu