July august monthly public financial summary detail

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DOBSON ASSOCIATION, INC. Comparison July 2017/August 2017 Income & Expense Summary

Current Month August

July Revenues Homeowner Revenues Residential Assessments Allowance for Doubtful Accounts Commercial Assessments Transfer & Disclosure Fees Late Fees Legal Expense Fines Delinquent Interest Dishonored Check fees Collection Fees Dock Boat Slip Rentals CC&R Fines Rental Registration Fees Pontoon Boat Fees Other Homeowner Fees: License & ID Card Fee Escrow Rush Fees Total Homeowner Revenues

$ 228,921 $ 5,024 $ 5,415 $ 11,200 $ 6,622 $ 2,142 $ (104) $ 40 $ 6,088 $ 162 $ 150 $ 550 $ $ 329 $ 50 $ 266,588

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

228,921 (11,855) 763 16,000 (1,293) 1,236 (384) 40 2,242 296 625 193 236,784

$ $ $ $ $ $ $ $

106 4,387 14,128 2,741 240 2,584 24,186

$ $ $ $ $ $ $ $

106 3,726 8,350 6,026 492 4,535 23,235

Total Revenues

$ 290,774

$

260,019

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

$ 80,124 $ 542 $ 7 $ 32,852 $ 28,727 $ 4,518 $ 43,754 $ 24,639 $ $ 215,162

$ $ $ $ $ $ $ $ $ $

91,195 433 173 29,619 44,131 4,764 52,471 25,340 350 248,476

Net Revenues after Expenses

$

$

11,543

Other Revenues Lake Park Village Water Revenue Interest on Operating Newsletter Advertising Recreation Programs Preschool Tuition Tennis Pro Facility Rental Total Other Revenues

75,612

FUND BALANCE : July 2017 Asset Replacement Fund (Reserves) $ 2,198,333 Capital Purchase Fund $ 466,461 Water Conservation Fund $ 25,016

Comments

August 2017 $ 2,172,105 $ 466,083 $ 24,288

Increased to meet 50% of 90 day aging Lower this month because payments for quarterly Commercial billing were received in July. 40 homes closed in August ‐ up from 28 in July Waived late fees due to payment receipts or w/o's Attorney fees charged to HO accts due to collections Waived interest due to payment receipts or w/o's (2) checks were returned NSF Atty costs charged to HO accts due to collections All slips have been paid through Dec. 2017 25 Rental reg fees collected in August ‐ up from 22 in July

No rush requests

Under budget for the month ‐ currently $11800.00 in prepaid advertising has been collected Decrease from July to August is due to Summer Camp ending. Over‐budget for the year. Fall program began in August. Over the budgeted amount for the year. Increase in events held in August.

Higher expenses due to 3 payroll periods/Contract Services/Misc Exp's (storm damage)/Reserve Study

Higher expenses due to 3 payroll periods/Electrical work at La Casita and Los Altos/Outside Contract labor Higher expenses due to 3 payroll periods/Active net payment processing fees/Pool Pump Los Altos "Under Threshold" Reclassification of Accident/Medical insurance for pontoon boat.


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