FY2011 Fiscal Budget                   Based on Assessement rate of: $0.21 0.205
  FY2011  
  ACCRUAL CASH        
ACCT DESCRIPTION Mar-10 Apr-10 May-10 Jun-10 Jul-10 Aug-10 Sep-10 Oct-10 Nov-10 Dec-10 Jan-11 Feb-11 BUDGET BUDGET         Comments
4100 ASSESSMENTS-SINGLE FAMILY 151,319.48 151,319.48 151,319.48 151,319.48 151,319.48 151,319.48 151,319.48 151,319.48 151,319.48 151,319.48 151,319.48 151,319.48 $1,815,833.75 $1,815,833.75       New SDAT numbers
  POOL MEMBERSHIP ASSESSMENTS 6,976.67 6,976.67 6,976.67 6,976.67 6,976.67 6,976.67 6,976.67 6,976.67 6,976.67 6,976.67 6,976.67 6,976.67 $83,720.00                 83,720.00           ($35 x 2392 units) TOWNS/CONDO pool money included in this line
  SINGLE FAMILY TRASH ASSESSMTS 30,668.10 30,668.10 30,668.10 30,668.10 30,668.10 30,668.10 30,668.10 30,668.10 30,668.10 30,668.10 30,668.10 30,668.10 $368,017.20               368,017.20                -          181.20 x 2392 single family
  TOTAL SF ASSESSMENTS             188,964.25             188,964.25             188,964.25            188,964.25           188,964.25                188,964.25                188,964.25                188,964.25          188,964.25                 188,964.25                 188,964.25                 188,964.25             2,267,570.95            2,267,570.95                -      #VALUE!  
4102 ASSESSMENTS-CONDOMINIUM 2,651.33 2,651.33 2,651.33 2,651.33 2,651.33 2,651.33 2,651.33 2,651.33 2,651.33 2,651.33 2,651.33 2,651.33 $31,816.00 $31,816.00      16,813.26                -        31,816.00   New SDAT numbers
4103 ASSESSMENTS-VACANT LOTS 14,750.00 14,750.00 14,750.00 14,750.00 14,750.00 14,750.00 14,750.00 14,750.00 14,750.00 14,750.00 14,750.00 14,750.00 $177,000.00               177,000.00      97,943.06                -      177,000.00   No rate change ($300 x 590)
4101 TOWNHOUSE ASSESSMENTS 13,812.10 13,812.10 13,812.10 13,812.10 13,812.10 13,812.10 13,812.10 13,812.10 13,812.10 13,812.10 13,812.10 13,812.10 $165,745.21               165,745.21      79,019.35                -      165,745.21   New SDAT numbers
4150 MAINTENANCE FEE-NRTHSHRE TH 2,742.88 2,742.88 2,742.88 2,742.88 2,742.88 2,742.88 2,742.88 2,742.88 2,742.88 2,742.88 2,742.88 2,742.88                 32,914.60                 32,914.60      18,716.50                -        32,914.60   Based on Actuals / Work sheets
4151 MAINTENANCE FEE-SUMMERFLD TH 2,876.37 2,876.37 2,876.37 2,876.37 2,876.37 2,876.37 2,876.37 2,876.37 2,876.37 2,876.37 2,876.37 2,876.37                 34,516.40                 34,516.40      24,129.79                -        34,516.40   Based on Actuals / Work sheets
4152 MAINTENANCE FEE-LAKE ANITA TH 2,248.68 2,248.68 2,248.68 2,248.68 2,248.68 2,248.68 2,248.68 2,248.68 2,248.68 2,248.68 2,248.68 2,248.68                 26,984.20                 26,984.20      14,860.45                -        26,984.20   Based on Actuals / Work sheets
4154 MAINTENANCE FEE-AUD TER N TH 1,168.25 1,168.25 1,168.25 1,168.25 1,168.25 1,168.25 1,168.25 1,168.25 1,168.25 1,168.25 1,168.25 1,168.25                 14,019.00                 14,019.00   Based on actuals
4201 OUTSIDE POOL MEMBERSHIP               23,000.00                2,875.00              11,500.00                         -                         -                               -                               -                               -                        -                               -                               -                               -                   37,375.00                 37,375.00      37,188.50                -        37,375.00   Estimate to sell 65 @ $575
4204 POOL RELATED INCOME                          -                           -                  3,000.00                1,800.00                 700.00                      400.00                      100.00                             -                        -                               -                               -                               -                     6,000.00                  6,000.00       7,129.54                -         6,000.00   No change
4400 LATE FEES                 5,900.00                5,900.00                5,900.00                5,900.00              5,900.00                    5,900.00                    5,900.00                    5,900.00             5,900.00                    5,900.00                    5,900.00                    5,900.00                 70,800.00                 70,800.00      33,974.25                -        70,800.00   Increased based on actuals
4450 RECAPTURED LEGAL FEES                 1,500.00                1,500.00                1,500.00                1,500.00              1,500.00                    1,500.00                    1,500.00                    1,500.00             1,500.00                    1,500.00                    1,500.00                    1,500.00                 18,000.00                 18,000.00   Increased based on actuals
4500 INTEREST - checking                     50.00                     50.00                    50.00                    50.00                  50.00                        50.00                        50.00                        50.00                 50.00                        50.00                        50.00                        50.00                     600.00                     600.00       2,740.78                -            600.00   Reduced based on actuals
4520 CABLE FRANCHISE INCOME                          -                 14,000.00                         -                           -                         -                    14,000.00                             -                               -                        -                    14,000.00                             -                               -                   42,000.00                 42,000.00      18,309.56      22,200.00      19,800.00   Reduced based on actuals
4810 LAKETALK ADVERTISEMENTS                 2,500.00                2,500.00                2,500.00                2,500.00              2,500.00                    2,500.00                    2,500.00                    2,500.00             2,500.00                    2,500.00                    2,500.00                    2,500.00                 30,000.00                 30,000.00       9,496.00      11,395.20      18,604.80   Reduced, anticipate less advertisements
4820 ECC APPLICATION FEES & POST                   200.00                   250.00                   450.00                  450.00                 450.00                      450.00                      430.00                      300.00                300.00                       300.00                       320.00                       100.00                   4,000.00                  4,000.00       4,455.00       5,346.00      (1,346.00)   Reduced, anticipate less applications, less post apps
4822 BOAT RACK RENTAL                 6,400.00                2,000.00                   800.00                  800.00                 800.00                      500.00                      500.00                      200.00                             -                               -                               -                   12,000.00                 12,000.00   No change
4823 BOAT FEES                 6,000.00                1,875.00                   450.00                  600.00                 225.00                        30.00                        30.00                             -                        -                               -                               -                               -                     9,210.00                  9,210.00       8,740.00       9,495.00         (285.00)   No change
4831 PROPERTY TRANSFER FEES                   250.00                   250.00                   250.00                  250.00                 250.00                      250.00                      250.00                      250.00                250.00                       250.00                       250.00                       250.00                   3,000.00                  3,000.00            70.00       3,000.00   Reduced, less houses selling
4829 BUILDING PERMIT INCOME                          -                           -                           -                           -                   500.00                      500.00                             -                               -                  500.00                             -                               -                               -                     1,500.00                  1,500.00       3,900.00       4,680.00      (3,180.00) -67.9% Reduced based on FY09 actuals
4830 RESALE PACKAGES                   250.00                   250.00                   250.00                  250.00                 500.00                      500.00                      250.00                      250.00                250.00                       250.00                       250.00                       250.00                   3,500.00                  3,500.00      11,900.00      14,280.00     (10,780.00)   Reduced, less houses selling
4850 WESTWINDS GROUNDS REIMBURSEMENT                 5,623.00                         -                           -                           -                         -                               -                               -                               -                        -                               -                               -                               -                     5,623.00                  5,623.00       7,300.93      13,607.00      (7,984.00) -58.7%  
4900 OTHER INCOME                          -                       20.00                    20.00                    20.00                  20.00                        20.00                        20.00                        20.00                 20.00                        20.00                        20.00                             -                       200.00                     200.00      11,303.95       2,000.00      (1,800.00) -90.0% No change
        TOTAL REVENUE             280,886.86             260,683.86             255,883.86            243,333.86           242,608.86                255,813.86                240,743.86                240,183.86          240,483.86                 253,983.86                 240,003.86                 239,763.86             2,994,374.35            2,994,374.35    407,990.92      81,003.20 ########### 3596.6%
                                -  
LESS RESERVE DEPOSITS             115,000.00             115,000.00             105,000.00              80,000.00            50,000.00                  40,000.00                  30,000.00                  30,000.00           30,000.00                  30,000.00                  30,000.00                  39,300.12               694,300.12               694,300.12      98,334.00      98,334.00    595,966.12 606.1%
  NET REVENUE             165,886.86             145,683.86             150,883.86            163,333.86           192,608.86                215,813.86                210,743.86                210,183.86          210,483.86                 223,983.86                 210,003.86                 200,463.74             2,300,074.23            2,300,074.23    309,656.92     (17,330.80) ########### -13371.6%
                          -  
                          -  
                          -  
                          -  
  EXPENSES                               -        
5100 BANK CHARGES                     10.00                     10.00                    10.00                    10.00                  20.00                        20.00                        20.00                        20.00                 20.00                        20.00                        20.00                        20.00                     200.00                     200.00          182.27          218.72           (18.72) -8.6% No change
5200 AUDIT & TAX PREPARATION                          -                           -                           -                  7,500.00                       -                               -                               -                               -                        -                               -                               -                               -                     7,500.00                  7,500.00          500.00       7,500.00                -   0.0% No change
5203 TAXES                          -                           -                           -                         -                               -                               -                        -                               -                               -                              -                             -         2,474.06       9,500.00      (9,500.00) -100.0%
5205 LEGAL EXPENSE-GENERAL                 2,500.00                2,500.00                2,500.00                2,500.00              2,500.00                    2,500.00                    2,500.00                    2,500.00             2,500.00                    2,500.00                    2,500.00                    2,500.00                 30,000.00                 30,000.00       6,392.03       7,670.44      22,329.56 291.1% No change
5206 LEGAL EXPENSE-COLLECTIONS                 1,600.00                1,600.00                1,600.00                1,600.00              1,600.00                    1,600.00                    1,600.00                    1,600.00             1,600.00                    1,600.00                    1,600.00                    2,400.00                 20,000.00                 20,000.00      16,419.07      19,702.88          297.12 1.5% No change
5215 LIABILITY INSURANCE/D&O                 8,417.00                8,417.00                8,417.00                8,417.00              8,417.00                    8,417.00                    8,417.00                    8,417.00             8,417.00                    8,417.00                    8,417.00                    8,417.00               101,004.00               101,004.00      44,269.90      53,123.88      47,880.12 90.1% No change
5226 WORKERS COMPENSATION EXP                   800.00                  800.00                       -                               -                        800.00                             -                        -                         800.00                             -                               -                     3,200.00                  3,200.00          745.00          745.00       2,455.00 329.5%
5230 PRINTING & REPRODUCTION                 1,500.00                1,500.00                1,500.00                1,000.00              1,000.00                    1,500.00                    1,500.00                    1,500.00             1,500.00                    1,500.00                    2,000.00                    2,000.00                 18,000.00                 18,000.00       2,704.79       3,245.75      14,754.25 454.6% No change
5233 PAYROLL  SERVICE EXPENSE                   149.00                   149.00                   223.00                  149.00                 149.00                      149.00                      149.00                      149.00                223.00                       149.00                       149.00                       149.00                   1,936.00                  1,936.00  Based on prior year       1,936.00 #DIV/0! Expecting 5% increase
5235 PAYROLL & BURDEN               44,230.76               44,230.76              44,230.76              44,230.76            66,346.14                  44,230.76                  44,230.76                  44,230.76           44,230.76                  71,346.14                  44,230.76                  44,230.76               579,999.88               579,999.88    352,495.55    422,994.66    157,005.22 37.1% Receptionist to be added
5255 COMMON AREA ELECTRICITY                   340.00                   340.00                   340.00                  340.00                 340.00                      340.00                      340.00                      340.00                340.00                       340.00                       340.00                       340.00                   4,080.00                  4,080.00       1,710.79       2,052.95       2,027.05 98.7% No change
5258 WEST WINDS ELECTRIC                   450.00                   450.00                   450.00                  450.00                 450.00                      450.00                      450.00                      450.00                450.00                       450.00                       450.00                       450.00                   5,400.00                  5,400.00       1,907.51       2,289.01       3,110.99 135.9%
5261 BOD-STAFF TRAINING                   250.00                   250.00                   250.00                  250.00                 250.00                      250.00                      250.00                      250.00                250.00                       250.00                       250.00                       250.00                   3,000.00                  3,000.00   No change
5263 COMPUTERS                            -                           -                  2,000.00                       -                      2,000.00                             -                      1,000.00                   5,000.00                  5,000.00          507.39          608.87       4,391.13 721.2% Reduced
5267 ENGINEERING/Consulting                 1,250.00                1,250.00                1,250.00                1,250.00              1,250.00                    1,250.00                    1,250.00                    1,250.00             1,250.00                    1,250.00                    1,250.00                    1,250.00                 15,000.00                 15,000.00  
5270 GENERAL OFFICE EXPENSE                 1,665.00                1,665.00                1,665.00                1,665.00              1,665.00                    1,665.00                    1,665.00                    1,665.00             1,665.00                    1,665.00                    1,665.00                    1,665.00                 19,980.00                 19,980.00       5,795.05       6,954.06      13,025.94 187.3% Increased supply costs
5273 LLA OFFICE EQUIPMENT RENTAL                   800.00                   800.00                   800.00                  800.00                 800.00                      800.00                      800.00                      800.00                800.00                       800.00                       800.00                       800.00                   9,600.00                  9,600.00       6,586.30       7,903.56       1,696.44 21.5% No change
5274 LAKETALK EXPENSE                 3,620.00                3,620.00                3,620.00                3,620.00              3,620.00                    3,620.00                    3,620.00                    3,620.00             3,620.00                    3,620.00                    3,620.00                    3,620.00                 43,440.00                 43,440.00      39,296.67      47,156.00      (3,716.00) -7.9% No change
5275 POSTAGE EXPENSE                 1,550.00                   600.00                   600.00                1,500.00                 600.00                      600.00                      600.00                      600.00                600.00                       600.00                       600.00                    1,550.00                 10,000.00                 10,000.00       4,376.84       5,252.21       4,747.79 90.4% No change
5276 MEETING ROOM RENTAL                     50.00                     50.00                    50.00                    50.00                  50.00                        50.00                        50.00                        50.00                 50.00                        50.00                        50.00                        50.00                     600.00                     600.00   No change
5280 INTEREST EXPENSE                   279.54                   277.43                   265.58                  258.36                 246.93                      239.39                      229.77                      218.51                210.49                       199.25                       190.96                       181.12                   2,797.33                  2,797.33   Updated per amortization schedule
5281 INTEREST-LINE OF CREDIT                          -                           -                           -                           -                         -                      3,438.00                    3,438.00                    3,438.00             3,438.00                    3,438.00                    3,438.00                    3,438.00                 24,066.00                 24,066.00   Estimated Interest on Line of Credit / Should not get used
5294 COMMITTEE FUNDING                 5,000.00                         -                           -                           -                         -                               -                               -                               -                        -                               -                               -                               -                     5,000.00                  5,000.00       6,146.52       7,375.82      (2,375.82) -32.2% No change
5293 SOCIAL COMMITTEE FUNDING                 1,000.00                1,000.00                1,000.00                2,500.00              2,500.00                    2,500.00                    1,000.00                    1,000.00                      -                               -                               -                   12,500.00                 12,500.00   No change 
5297 OTHER EXPENSE                 4,500.00                4,500.00                4,500.00                4,500.00              4,500.00                    4,500.00                    4,500.00                    4,500.00             4,500.00                    4,500.00                    5,000.00                    5,000.00                 55,000.00                 55,000.00   Board Recommendation / 50k Should not get used
 
5301 BEACH MAINTENANCE                 1,500.00                5,000.00                5,000.00                1,500.00              1,500.00                    1,500.00                    1,500.00                    1,500.00             1,500.00                    1,500.00                    1,500.00                    1,500.00                 25,000.00                 25,000.00       7,146.78       7,146.78      17,853.22 249.8% Increased cost of sand and goose control
5310 VoLL CDA               10,000.00               10,000.00              10,000.00                4,000.00              4,000.00                    4,000.00                    6,000.00                    4,000.00             2,000.00                    4,000.00                    2,000.00                    5,000.00                 65,000.00                 65,000.00          204.17          204.17      64,795.83 31736.2% PROJECT MNGR CONSULTANT @ 50k and unforseen cost
5325 NORTH SHORE ELECTRIC                   441.00                   441.00                   441.00                  441.00                 441.00                      441.00                      441.00                      441.00                441.00                       441.00                       441.00                       441.00                   5,292.00                  5,292.00       2,710.90       3,253.08       2,038.92 62.7% No change
5335 SUMMERFIELD ELECTRIC                   490.00                   490.00                   490.00                  490.00                 490.00                      490.00                      490.00                      490.00                490.00                       490.00                       490.00                       490.00                   5,880.00                  5,880.00       2,846.44       3,415.73       2,464.27 72.1% No change
5345 LAKE ANITA ELECTRIC                   301.00                   301.00                   301.00                  301.00                 301.00                      301.00                      301.00                      301.00                301.00                       301.00                       301.00                       301.00                   3,612.00                  3,612.00       1,863.72       2,236.46       1,375.54 61.5% No change          
5346 AUDUBON TER N TH ELECTRIC                   264.00                   264.00                   264.00                  264.00                 264.00                      264.00                      264.00                      264.00                264.00                       264.00                       264.00                       264.00                   3,168.00                  3,168.00   Based on actuals
                           -                             -    
5400 COLDSTREAM POOL MANAGEMENT                 6,000.00                9,000.00              10,000.00              14,000.00            15,000.00                  13,000.00                    3,945.00                             -                        -                               -                               -                               -                   70,945.00                 70,945.00      30,300.00      30,300.00      40,645.00 134.1% Per Contract           
5404 COLDSTREAM POOL TELEPHONE                     35.00                     35.00                    80.00                    80.00                  80.00                        80.00                        80.00                        35.00                 35.00                        35.00                        35.00                        35.00                     645.00                     645.00          901.32       1,081.58         (436.58) -40.4% Reduced-phone dormant in winter           
5405 COLDSTREAM POOL ELECTRIC                   920.00                   920.00                1,400.00                1,500.00              1,700.00                    1,700.00                    1,700.00                    1,600.00             1,400.00                    1,380.00                    1,380.00                    1,380.00                 16,980.00                 16,980.00       7,366.73       8,840.08       8,139.92 92.1% Reduced based on actuals           
5406 COLDSTREAM POOL WATER/SEWER                 3,000.00                         -                           -                           -                5,000.00                             -                               -                               -               2,000.00                             -                               -                               -                   10,000.00                 10,000.00       3,492.80       3,492.80       6,507.20 186.3% No change        
5409 COLDSTREAM CABANA                     25.00                     25.00                    25.00                    25.00                  25.00                        25.00                        25.00                        25.00                 25.00                        25.00                        25.00                        25.00                     300.00                     300.00  No change #VALUE! #VALUE! #VALUE! No change
5412 COLDSTREAM POOL REPAIRS                          -                  1,000.00                1,000.00                1,000.00              1,000.00                    1,000.00                    1,000.00                             -                        -                               -                               -                               -                     6,000.00                  6,000.00       5,111.57       5,111.57          888.43 17.4% No change
5415 COLDSTREAM OTHER POOL COST                          -                     750.00                   800.00                  800.00                 800.00                      700.00                      650.00                             -                        -                               -                               -                               -                     4,500.00                  4,500.00          514.01          514.01       3,985.99 775.5% No change
5430 WESTWINDS POOL MANAGEMENT                 6,000.00                5,000.00                8,000.00              10,000.00              9,000.00                    8,000.00                    3,896.00                             -                        -                               -                               -                               -                   49,896.00                 49,896.00      21,350.50      21,350.50      28,545.50 133.7% Per Contract
5434 WESTWINDS POOL TELEPHONE                     35.00                     35.00                    80.00                    80.00                  80.00                        80.00                        80.00                        35.00                 35.00                        35.00                        35.00                        35.00                     645.00                     645.00          565.70          678.84           (33.84) -5.0% Reduced-phone dormant in winter
5435 WESTWINDS POOL ELECTRIC                   350.00                   350.00                   600.00                  980.00                 980.00                      980.00                      600.00                      400.00                400.00                       400.00                       400.00                       400.00                   6,840.00                  6,840.00       2,342.34       2,810.81       4,029.19 143.3% No change
5436 WESTWINDS POOL WATER/SEWER                 2,000.00                         -                           -                           -                4,500.00                             -                               -                               -               4,500.00                             -                               -                               -                   11,000.00                 11,000.00       5,046.19       5,046.19       5,953.81 118.0% No change
5442 WESTWINDS POOL REAPIRS                          -                     400.00                   500.00                  800.00                 800.00                      800.00                      800.00                      400.00                      -                               -                               -                               -                     4,500.00                  4,500.00       2,394.80       2,394.80       2,105.20 87.9% No change
5445 WESTWINDS OTHER POOL COSTS                          -                     150.00                   250.00                  400.00                 500.00                      400.00                      400.00                      400.00                      -                               -                               -                               -                     2,500.00                  2,500.00            87.97            87.97       2,412.03 2741.9% No change
5460 SUMMERFIELD POOL MANAGEMENT                 6,000.00                8,000.00              10,000.00              13,000.00            14,000.00                  10,000.00                    6,596.00                             -                        -                               -                               -                               -                   67,596.00                 67,596.00      38,000.00      38,000.00      29,596.00 77.9% Per Contract
5464 SUMMERFIELD POOL TELEPHONE                     35.00                     35.00                    80.00                    80.00                  80.00                        80.00                        80.00                        35.00                 35.00                        35.00                        35.00                        35.00                     645.00                     645.00          761.22          913.46         (268.46) -29.4% Reduced-phone dormant in winter
5465 SUMMERFIELD POOL ELECTRIC                   150.00                   450.00                1,050.00                1,450.00              1,450.00                    1,450.00                      945.00                      280.00                252.00                       200.00                       200.00                       200.00                   8,077.00                  8,077.00       3,333.45       4,000.14       4,076.86 101.9% No change
5466 SUMMERFIELD POOL WATER/SEWER                 2,000.00                         -                           -                           -                6,000.00                             -                               -                               -               1,000.00                             -                               -                               -                     9,000.00                  9,000.00       4,585.96       4,585.96       4,414.04 96.3% No change
5472 SUMMERFIELD POOL REPAIRS                          -                     800.00                1,000.00                1,000.00              1,000.00                      500.00                      400.00                      300.00                      -                               -                               -                               -                     5,000.00                  5,000.00       5,093.27       5,093.27           (93.27) -1.8% No change
5475 SUMMERFIELD OTHER POOL COSTS                          -                     750.00                   800.00                  800.00                 800.00                      700.00                      650.00                             -                        -                               -                               -                               -                     4,500.00                  4,500.00            85.99            85.99       4,414.01 5133.2% Increased based on actuals
TOTAL POOLS               26,550.00               27,700.00              35,665.00              45,995.00            62,795.00                  39,495.00                  21,847.00                    3,510.00             9,682.00                    2,110.00                    2,110.00                    2,110.00               279,569.00               279,569.00    131,333.82 #VALUE! #VALUE! #VALUE!
                          -  
5511 LLA OFFICE REPAIRS                          -                           -                  1,000.00                1,000.00                 500.00                             -                               -                               -                        -                               -                               -                               -                     2,500.00                  2,500.00          390.29          468.35       2,031.65 433.8% No change
5515 LLA OFFICE TELEPHONE                 1,250.00                1,250.00                1,250.00                1,250.00              1,250.00                    1,250.00                    1,250.00                    1,250.00             1,250.00                    1,250.00                    1,250.00                    1,250.00                 15,000.00                 15,000.00       8,731.55      10,477.86       4,522.14 43.2% No change
5601 VEHICLE MAINTENANCE                   330.00                   330.00                   330.00                  330.00                 330.00                      330.00                      330.00                      330.00                330.00                       330.00                       330.00                       370.00                   4,000.00                  4,000.00       8,784.65      10,541.58      (6,541.58) -62.1% Reduced based on outsource of maint
5605 MAINTENANCE SUPPLIES                   330.00                   330.00                   330.00                  330.00                 330.00                      330.00                      330.00                      330.00                330.00                       330.00                       330.00                       370.00                   4,000.00                  4,000.00       4,255.22       5,106.26      (1,106.26) -21.7% Reduced based on outsource of maint
5606 EQUIPMENT RENTAL                   165.00                   165.00                   165.00                  165.00                 165.00                      165.00                      165.00                      165.00                165.00                       165.00                       165.00                       165.00                   1,980.00                  1,980.00          411.25          493.50       1,486.50 301.2% Reduced
5607 EQUIPMENT PURCHASES                          -                           -                           -                           -                         -                               -                               -                               -                        -                               -                               -                               -                              -                             -         6,824.18       8,189.02      (8,189.02) -100.0%  
5611 VEHICLE FUEL                   665.00                   665.00                   665.00                  665.00                 665.00                      665.00                      665.00                      665.00                665.00                       665.00                       665.00                       685.00                   8,000.00                  8,000.00       4,175.46       5,010.55       2,989.45 59.7% Reduced based on outsource of maint
5613 STAFF CLOTHING                          -                           -                     500.00                         -                         -                        500.00                             -                               -                        -                               -                               -                               -                     1,000.00                  1,000.00          386.22          463.46          536.54 115.8% No change
5630 COMMON AREA REPAIRS                   710.00                   710.00                   710.00                  710.00                 710.00                      710.00                      710.00                      710.00                710.00                       710.00                       700.00                       700.00                   8,500.00                  8,500.00      17,066.15      20,479.38     (11,979.38) -58.5% Reduced based on outsource of maint
5631 COMMON AREA MAINT OUTSOURCE                 6,625.00                6,625.00                6,625.00                6,625.00              6,625.00                    6,625.00                    6,625.00                    6,625.00             6,625.00                    6,625.00                    6,625.00                    6,625.00                 79,500.00                 79,500.00   Outsource all maintenance
5640 PLAYGROUND EQP REPAIRS/MAINT                   400.00                   400.00                   400.00                  500.00                 500.00                      400.00                      400.00                      400.00                400.00                       400.00                       400.00                       400.00                   5,000.00                  5,000.00       1,936.12       3,000.00       2,000.00 66.7% No change
5650 SIGNAGE                   200.00                   200.00                   200.00                2,800.00              2,700.00                      200.00                      200.00                      200.00                200.00                       200.00                       200.00                       200.00                   7,500.00                  7,500.00       3,139.03       3,766.84       3,733.16 99.1% New stop signs in CDA areas
5656 DAM MAINT. & REPAIRS                          -                           -                           -                  1,000.00              1,000.00                    1,000.00                    1,000.00                    1,000.00             1,000.00                    1,000.00                             -                               -                     7,000.00                  7,000.00                -                  -         7,000.00 #DIV/0! Reduced
5680 DEPRCIATION EXPENSE                 4,060.65                4,060.65                4,060.65                4,060.65              4,060.65                    4,060.65                    4,060.65                    4,060.65             4,060.65                    4,060.65                    4,060.65                    4,060.65                 48,727.80                           -        18,367.50      22,041.00      26,686.80 121.1% Amortization schedule
5621 EQUIPMENT LOAN REPAYMENT                 1,562.72                1,565.17                1,576.64                1,583.92              1,595.32                    1,602.88                    1,612.43                    1,623.76             1,631.73                    1,642.99                    1,651.25                    1,661.10                            -                   19,309.91      14,442.24      17,330.69     Per amortization schedule
5701 LAKE ANITA GROUNDS                   626.83                   626.83                   626.83                  626.83                 626.83                      626.83                      626.83                      626.83                626.83                       626.83                       626.83                       626.87                   7,522.00                  7,522.00       6,635.96       7,963.15         (441.15) -5.5% Per contract
5704 NORTH SHORE GROUNDS                   707.92                   707.92                   707.92                  707.92                 707.92                      707.92                      707.92                      707.92                707.92                       707.92                       707.92                       707.88                   8,495.00                  8,495.00      10,261.68      12,314.02      (3,819.02) -31.0% Per contract
5707 SUMMERFIELD GROUNDS                   652.25                   652.25                   652.25                  652.25                 652.25                      652.25                      652.25                      652.25                652.25                       652.25                       652.25                       652.25                   7,827.00                  7,827.00       7,227.44       8,672.93         (845.93) -9.8% Per contract
5711 GROUNDS MAINTENANCE PROGRAM                 8,198.42                8,198.42                8,198.42                8,198.42              8,198.42                    8,198.42                    8,198.42                    8,198.42             8,198.42                    8,198.42                    8,198.42                    8,198.38                 98,381.00                 98,381.00      69,088.87      82,906.64      15,474.36 18.7% Per contract
5715 ADDITIONAL LAWN & LANDSCAPING                   800.00                   800.00                   800.00                1,000.00              1,000.00                      800.00                      800.00                      800.00                800.00                       800.00                       800.00                       800.00                 10,000.00                 10,000.00       4,497.63       5,397.16       4,602.84 85.3%
5718 LARGE TREE PRUNING/REMOVAL                 1,000.00                1,000.00                1,000.00                1,000.00              1,000.00                    1,000.00                    1,000.00                    1,000.00             1,000.00                    1,000.00                    1,000.00                    1,000.00                 12,000.00                 12,000.00       3,260.00       3,260.00       8,740.00 268.1%  
5724 WEST WINDS GROUNDS                 3,720.00                3,720.00                3,720.00                3,720.00              3,720.00                    3,720.00                    3,720.00                    3,720.00             3,720.00                    3,720.00                    3,720.00                    3,720.00                 44,640.00                 44,640.00      48,232.50      48,232.50      (3,592.50) -7.4%
TOTAL GROUNDS               15,705.42               15,705.42              15,705.42              15,905.42            15,905.42                  15,705.42                  15,705.42                  15,705.42           15,705.42                  15,705.42                  15,705.42                  15,705.38               188,865.00               188,865.00    149,204.08    168,746.40      20,118.60 11.9%
                          -  
5730 TRASH REMOVAL NORTH SHORE                 1,299.70                1,299.70                1,299.70                1,299.70              1,299.70                    1,299.70                    1,299.70                    1,299.70             1,299.70                    1,299.70                    1,299.70                    1,299.70                 15,596.40                 15,596.40       6,918.15       8,301.78       7,294.62 87.9% Per contract
5731 TRASH REMOVAL SUMMERFIELD                 1,455.28                1,455.28                1,455.28                1,455.28              1,455.28                    1,455.28                    1,455.28                    1,455.28             1,455.28                    1,455.28                    1,455.28                    1,455.32                 17,463.40                 17,463.40      10,214.13      12,256.96       5,206.44 42.5% Per contract
5732 TRASH REMOVAL LAKE ANITA                 1,046.10                1,046.10                1,046.10                1,046.10              1,046.10                    1,046.10                    1,046.10                    1,046.10             1,046.10                    1,046.10                    1,046.10                    1,046.10                 12,553.20                 12,553.20       5,945.54       7,134.65       5,418.55 75.9% Per contract
5733 TRASH REMOVAL-LLA               32,017.00               32,017.00              32,017.00              32,017.00            32,017.00                  32,017.00                  32,017.00                  32,017.00           32,017.00                  32,017.00                  32,017.00                  32,017.00               384,204.00               384,204.00    128,869.16             1.59    384,202.41 24152408.2% Per contract
5735 TRASH REMOVAL-AUD T NORTH TH                   396.25                   396.25                   396.25                  396.25                 396.25                      396.25                      396.25                      396.25                396.25                       396.25                       396.25                       396.25                   4,755.00                  4,755.00   Per Contract
5734 TRASH REMOVAL-MAINT                   317.00                   317.00                   317.00                  317.00                 317.00                      317.00                      317.00                      317.00                317.00                       317.00                       317.00                       317.00                   3,804.00                  3,804.00      13,543.36      16,252.03     (12,448.03) -76.6% Estimated, no change
5751 SHERRIFF'S DEPUTIES                          -                           -                  2,400.00                3,200.00              3,300.00                    3,300.00                    3,200.00                    3,200.00             3,200.00                    3,200.00                             -                               -                   25,000.00                 25,000.00   Increased patrol
5757 Security                          -                 17,500.00              17,500.00              17,500.00            17,500.00                  17,500.00                  17,500.00                             -                        -                               -                               -                               -                 105,000.00               105,000.00   New line item
   
LARGE PROJECTS/Amenities  
5766 ASPEN NORTH CDA               34,500.00                         -                           -                           -                         -                               -                               -                               -                        -                               -                               -                               -                   34,500.00                 34,500.00   115 lots x 300
5770 ROAD REPAIR/MAINT MANUAL                          -                           -                  2,000.00                2,000.00              1,000.00                   5,000.00                  5,000.00 Reduced, partially complete
  TOTAL EXPENSES                  222,542                 203,443                 217,381                 234,537               260,763                     215,485                     200,537                     159,900              163,146                     186,416                     152,290                     157,140                 2,354,273                 2,324,855      1,042,220 #VALUE! #VALUE! #VALUE!
OPERATING REVENUE LESS EXPENSES                (56,656)                (57,759)               (66,498)               (71,204)             (68,154)                          328                     10,207                     50,283              47,337                     37,568                     57,713                     43,323                  (54,199)                  (24,781)     (634,229)   (951,343.39)    897,144.62 -94.3%
 Cash surplus                           -                           -                           -                          -                         -                              -                              -                              -                        -                               -                               -                               -                            -                             -  
NET Operating Revenue Less Expenses                (56,656)                (57,759)               (66,498)               (71,204)             (68,154)                          328                     10,207                     50,283              47,337                     37,568                     57,713                     43,323                  (54,199)            (24,781)
                          -  
           RESERVES                             -        
1410 COMMON AREA RESERVES DEPOSITS               50,000.00               50,000.00              45,000.00              20,000.00            20,000.00                  20,000.00                  20,000.00                  20,000.00           20,000.00                  20,000.00                  20,000.00                  20,000.00               325,000.00               325,000.00                -                  -   per reserve study
1416-20 TOWNHOUSE RESERVES DEPOSITS                          -                           -                           -                           -                         -                               -                               -                               -                        -                               -                               -                               -                              -                             -                  -                  -   included in common
1413 ROAD REPLACEMENT RESERVE               50,000.00               50,000.00              50,000.00              50,000.00            20,000.00                  20,000.00                  10,000.00                  10,000.00           10,000.00                  10,000.00                  10,000.00                  19,300.12               309,300.12               309,300.12   15K per road mile / 5k of 15k should be for maintenance $103,300.00
1414 ROAD MAINT. RESERVES DEPOSITS                          -                           -                           -                           -                         -                               -                               -                               -                        -                               -                               -                               -                              -                             -                  -                  -   Should be from road replacement
1424 TRAIL RESERVES DEPOSIT                          -                           -                           -                           -                         -                               -                               -                               -                        -                               -                               -                               -                              -                             -     not a good account new trails come from amentites account
1426 SNOW REMOVAL RESERVES DEP               15,000.00               15,000.00              10,000.00              10,000.00            10,000.00                             -                        -                               -                               -                               -                   60,000.00                 60,000.00   per averaging not assest reserve funds
TOTAL RESERVE DEPOSITS             115,000.00             115,000.00             105,000.00              80,000.00            50,000.00                  40,000.00                  30,000.00                  30,000.00           30,000.00                  30,000.00                  30,000.00                  39,300.12               694,300.12               694,300.12    129,563.00    178,820.00    515,480.12 288.3%
1437 SHUR FUNDING DEPOSITS                          -                           -                           -                           -                         -                               -                               -                               -                        -                               -                               -                               -                              -                             -                  -   do not expect anything this fiscal due to state funding issues
4515 INTEREST - Reserves                 4,000.00                4,000.00                4,000.00                4,000.00              4,000.00                    4,000.00                    4,000.00                    4,000.00             4,000.00                    4,000.00                    4,000.00                    4,000.00                 48,000.00                 48,000.00      12,368.00      14,841.60      33,158.40 223.4% No change
TOTAL DEPOSITS + INTEREST             119,000.00             119,000.00             109,000.00              84,000.00            54,000.00                  44,000.00                  34,000.00                  34,000.00           34,000.00                  34,000.00                  34,000.00                  43,300.12               742,300.12               742,300.12  
                          -    
5805 ROAD MAINT. RESERVE EXPEND.                          -                35,000.00              20,000.00            15,000.00                  33,300.00                             -                               -                        -                               -                               -                               -                 103,300.00               103,300.00      94,408.99      94,408.99       8,891.01 9.4%
5810 COMMON AREA RES. EXPENDITURE                120,000.00             120,000.00              30,000.00            30,000.00                  40,000.00                  30,000.00                  30,000.00                      -                               -                               -                 400,000.00               400,000.00       1,100.00                -      400,000.00 #DIV/0!  
5824 TRAIL REHABILITATION EXPENSES                         -                           -                           -                         -                               -                               -                               -                        -                               -                               -                               -                              -                             -      
5826 SNOW REMOVAL EXPENSES               10,000.00                  10,000.00                  20,000.00                  20,000.00                 60,000.00                 60,000.00   Not assest reserve funds
5830 LAL OUTFALL PIPE REPAIR                          -                 22,500.00              22,500.00              22,500.00            22,500.00                  22,500.00                  22,500.00                  22,500.00           22,500.00                  22,500.00                  22,500.00                             -                 225,000.00               225,000.00    
5831 POND FARM DAM REPAIR                          -                           -                           -                           -                         -                               -                               -                               -                        -                               -                               -                               -                              -                             -      
5837 SHUR FUNDING EXPENDITURES                          -                 10,000.00                         -                           -                         -                               -                               -                               -                        -                               -                               -                               -                              -                             -      
TOTAL RESERVE EXPENSE               10,000.00             152,500.00             177,500.00              72,500.00            67,500.00                  95,800.00                  52,500.00                  52,500.00           22,500.00                  32,500.00                  42,500.00                  20,000.00               788,300.00               798,300.00      95,508.99      94,408.99       8,891.01 9.4%
NET RESERVE CONTRIBUTIONS             109,000.00              (33,500.00)             (68,500.00)              11,500.00           (13,500.00)                 (51,800.00)                 (18,500.00)                 (18,500.00)           11,500.00                    1,500.00                   (8,500.00)                  23,300.12                (45,999.88)                (55,999.88)     (95,508.99)     (94,408.99)      (8,891.01)            (0.09)
                          -    
                                               (729,737.92) ###########