May 2012 Treasurer Report

Page 1

TREASURER'S REPORT MAY 2012 BOD MEETING Operating Fund March 31, 2012 Operating Balance April Revenues April Expenditures

$291,437.98

April 30, 2012 Operating Balance

$427,300.24

$473,326.17 $337,463.91

Major Project Improvement Fund March 31, 2012 MPIF Balance April MPIF Reserves April MPIF Expenditures

$71,239.53

April 30, 2012 MPIF Balance

$64,702.81

$0.00 $6,536.72

Building Permit Bank Account March 31, 2012 BP Balance April Revenues April Deposit Refunds April Transfer to Operating Funds

$22,538.81

April 30, 2012 BP Balance

$24,012.93

Less Deposit Estimate (April 30, 2012)

$3,474.12 $2,000.00 $0.00

$6,800.00

Insurance Escrow Bank Account March 31, 2012 IE Balance April Deposits April Disbursements

$43,749.14 $52,356.87 $89,451.00

April 30, 2012 IE Balance

$6,655.01

Cash In Bank First National Bank-Edinburg First National Bank-South Padre Lone Star National Bank- Cash TOTAL CASH IN BANK (as of April 30, 2012)

Patty Ann Sandberg, Treasurer **all information current as of date printed

$202,620.58 $119,354.55 $200,695.86 $522,670.99

5/12/2013 3:32 AM


TREASURER'S REPORT MAY 2012 BOD MEETING EDWARD JONES HOLDINGS- Amount Invested (Statement Date Mar 31 - Apr. 27, 2012) 4.65% annual

Tennesse Valley Authority Global Power Bond Ser A

$9,756.95

6% annual

Hardin County Tenn. Build Am Bond General Oblig

$10,434.95

6% annual

Federal Nat'l Mortgage Assn Investment Note

$5,277.45

6.00% annual

Federal Home Loan Mortgage Corp Med Term Note

$0.00

4.7% annual

Pennsylvania Housing Fin Agy Series 96A Revenue

$4,904.95

Federal Farm Credit Banks Consolidated SysW Bond

$9,980.95

Boulder Valley Colorado Sch Dist

$4,720.95

Investment Funds CONTINGENCY

$45,076.20

Franklin US Government Securities Fund (Excess Operations) TOTAL EDWARD JONES INVESTED CONTINGENCY Income CONTINGENCY Investments Change in value Growth and Interest since 2/02/10 (Excess Operations) TOTAL ACCOUNT VALUE AS OF 04/27/12

$100,000.00

4.75% annual 3.5% annual

$145,076.20 $11,172.58 $4,318.15 $11,482.81 $172,049.74

Accounts Receivable(as of April 30, 2012) Condo Fees (net of fees due plus fees paid in advance) Special Assessment Due

Patty Ann Sandberg, Treasurer **all information current as of date printed

$62,583.00 $0.00

5/12/2013 3:32 AM


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.