2011 Budget Annual Assessment per Owner of $1,330 Distribution
2008
$200 $100
2007$
$695
$360
$695
2011
$348
$695
2010
$334
$660
2009
$619
2008
$25
$25
$25
$250
$232
$695
$146
$330 $17
$695
$143
-
$(100) $0
$360
$200
$400
$600
2007
$22
$800
$334
$1,000
$660
$1,200
$318
(May - Oct)
Accumulating funds over time to address the aging infrastructure needs of your association, consistent with the General Plan, while 2011 striving to minimize the operating fund porAnnual tion of your assessment.
November -
$200
$400
$600
$800
New Machinery & Equipment
$232
$25
$146
$22
$143
$138
$1,000
$1,200
$1,400
ANNUAL ASSESSMENT Development (Reg&BldgRepl) PER OWNER, BY FUND January ‐ April : record snowfall New Machinery & Equipment Operating
Annual Assessment per Owner
Compounded Annual Growth Rate (CAGR), 2007 to 2011 Summer
$25
$330 $17
$1,400
$619
Operating Fund CAGR 3% Capital Funds CAGR 7% Total Assessment CAGR 5%
$250
$138
Development (Reg&BldgRepl) $0
$25
$348
$695 $318
Public Amenities | -3%
2009
$300
ANNUAL ASSESSMENT PER OWNER, BY FUND Private Amenities | -1%
2010
HOA Utilities, Insurance, Taxes | 5%
2011
ANNUAL ASSESSMENT PER OWNER, BY FUND HOA Maintance Support | 12%,
$400
HOA General & Admin | 30%
$500
Reserve Capital Funds | 48%
$600
HOA Forestry/Fire Prevention | 10%
$700
Replacement Reserve
2011
• Pros and Cons from snowfall; Replacement Reserve overall NOR on Budget $695 $360 $25 $250 Operating
2010 $695
January 2009 April
$25
$232
• Golf latest opening on record,
2008
$660
2007 $619
NOR off Budget $185,000 $0 $200 4% | $29 per owner
$348
May - October (Summer): slow results overall $695 start, good$334 $25 $146
$400
$330 $17 $143 June 24, lacked momentum all season
Golf revenue off $182k/16% $318
$22
Golf NOR off $64k/131%
$600
$800
$138
$1,000
$1,200
• Other amenities performed very well,
$1,400
effective cost controls Development (Reg&BldgRepl) tahoedonner.com | New Machinery & Equipment
November - December:
Replacement Reserve
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