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The Hideout POA 2023 Proposed Budget

Page 1

Hideout P.O.A. 2023 Proposed Budget Assessment & Fund Balance Report HISTORY OF ASSESSMENTS Description

2017

2018

2019

2020

2021

2022

2023

Annual Assessment

1,225

1,240

1,300

1,355

1,410

1,515

1,585

Capital Reserve

385

355

395

395

340

350

330

New Capital Reserve

40

100

50

55

100

35

55

1,695

1,745

1,805

1,850

1,900

1,970

TOTAL

1,650

$ Increase

1,650

45

50

60

45

50

70

% Increase

2.5%

2.7%

2.9%

3.4%

2.5%

2.7%

3.7%

Budgeted Lots to Pay

3665

3665

3635

3635

3625

3640

3650

Actual Lots Paid/Taken

3633

3615

3563

3510

3581

Lots Billed

3914

3910

3908

3904

3765

3794

Lots Taken off the Rolls - Hideout & RSW

4

2

2

4

139

4

Budgeted Lots to Pay %

93.64%

93.73%

93.01%

93.11%

96.28%

0

OPERATIONS Revenues Assessment x 3,650 Lots

Expenses $

Carry Forward Surplus-2021

5,785,250

Amenity Expenses

$

8,983,054

151,994

Carry Forward Surplus (Insect Spray)

85,000

Investment Income

18,000

Other Income

2,000

Late Charges

28,000

Administration Fees

10,000

Amenity Income

Reserve Expense (Insect Spray)

85,000

Board Contingency & Fees

40,000

Taxes

2,928,810

Prior Year Collections

1,000

Total

$

9,109,054

100,000

Total

$

9,109,054

$

-

CAPITAL RESERVE Revenues Assessment x 3,650 Lots

Expenses $

Investment Income

1,204,500 35,000

Transfer Fees

500,000

Prior Year Collections

10,000

Total

$

1,749,500

Reserve Projects

5,048,865 $

Fees

1,741,300

12/31/2022 Estimate

$10,000

Taxes Total Reduction of Reserve

$

1,000

$

1,752,300

$

(2,800)

5,046,065

12/31/2023 Estimate

NEW CAPITAL RESERVE Revenues Assessment x 3,650 Lots

Expenses $

Investment Income

-

Prior Year Collections Total

200,750 2,000

$

202,750

New Capital Projects

485,827 $

200,000

$

200,450

$

2,300

Taxes & Fees Reduction of Reserve

488,127

TOTAL BUDGET - OPERATIONS & RESERVES

Assessment x 3,650 Lots

Expenses

Carry Forward Surplus-2021

$

7,190,500 151,994

Amenity Expenses

85,000

Compensation Plan Reserve

Administration & Late Charges

38,000

Board Contingency

Investment Income

53,000

Reserve Project Expenditures

Transfer Fees Amenity Income Prior Year Collections Total

2,000 500,000 2,928,810

5,534,692 $

Reserve Expense (Insect Spray)

Carry Forward Surplus (Insect Spray)

Other Income

Estimate

450

Total

Revenues

12/31/2022

Estimate 12/31/2021 Estimate

8,983,054 85,000 40,000 1,941,300

-

Investment in Real Estate Company Taxes & Fees Total

12/31/2023

12,450 $ 11,061,804

112,000 $ 11,061,304

Reduction of Reserve

$

(500)

5,534,192

12/31/2022 Estimate

Notes: Dues increase of $70 for the year equates to $1.35/week and factors against inflation rate of over 9% in 2022 Lots budgeted increased by 10 from 3640 to 3650

Revised 9/16/22


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