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1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments.

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Presentation on theme: "1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments."— Presentation transcript:

1 1 Annual Meeting 1/27/2014

2 Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments  2014 Planned Events  Homeowners Responsibilities  Elections  Door Prizes  Questions 2

3 HOA Board of Directors  Chairman* – Ed Diego  President* – Dave Bryner  Director* – Darrin Atlas  Secretary - Sheila Milburn  Treasurer – Kathy Younger 3 Committee Chairs Ed Diego: BOD Kathy Younger: Finance Dave Bryner: Grounds Darrin Atlas: Architectural Control Sheila Milburn: Communications

4 HOA Board Responsibilities  Chairman Preside over meetings Field homeowner complaints Tree removal / Contracts  President Landscaping County issues Builder issues  Director Nominations committee chair Architectural committee chair 4

5 HOA Board Responsibilities  Treasurer Collect assessments Settlement/House Sales Pay bills Maintains financial records  Secretary Record meeting minutes Schedule meeting rooms Assemble agenda 5

6 Nominations and Election  Homeowners wishing to hold office Short brief of why the homeowner would like to serve on the Board  Voting by ballot Positions up for election  Board of Directors Members (3 positions)  Staggered Terms: 3, 2, 1  Those elected will decide the positions 6

7 2013 Treasurer’s Report 7 Beginning Balance (1/1/2013)$27,917.00 Income$76,602.00 Subtotal$104,519.00 Expenses$33,899.00 Ending Balance (12/31/2013)$70,621.00

8 2012 Treasurer’s Report 8 Income ExpensesTotal Beginning Balance: 1/1/2013 $ 34,485.41 Dues/Fees Collection $ 51,898.00 BLAP payments $ - $ 51,898.00 Subtotal $ 86,383.41 Common Area (equipment, trees, fence) $ 29,291.51 Lawn Care $ 18,494.00 HOA Insurance $ 4,832.00 SMECO $ 3,351.37 Tree Removal $ 990.00 Vacant House Upkeep $ 470.00 Misc General Supplies (web hosting, Yard sale, postage) $ 453.16 Bank Fees $ 284.00 National Night Out $ 638.00 $ 58,804.04 Ending Balance: 12/31/2013 $ 27,579.37

9 2014 Budget 9 Income ExpensesTotal Beginning Balance $ 70,621.00 Dues/Fees Collection $ 70,000 Subtotal $ -140,621.00 Expenses $ Common Area (mulch, maintenance, tree removal) $ 9,000.00 Lawn Care 18,000.00 HOA Insurance $ 5,200.00 SMECO $ 3,200.00 Attorney/Court Costs $ 5,000.00 Bookkeeping $ 1000.00 Misc General Supplies (web hosting, Yard sale, postage) $ 453.16 Attorney/Court $ 284.00 National Night Out $ 850.00 $ 58,804.04 Ending Balance: 12/31/2013 $ 27,579.37

10 Expenses 10 Expense2009 2010 2011 2012 2013 2014 Budget Lawncare $ 17,851.00 $ 19,972.00 $ 18,280.00 $ 18,494.00 $ 14,375.00 $ 18,000.00 Street Lights $ 3,200.00 $ 3,053.92 $ 3,221.53 $ 3,353.00 $ 2,972.00 $ 3,200.00 Insurance $ 3,959.00 $ 3,925.00 $ 3,933.00 $ 4,832.00 $ 5,117.00 $ 5,200.00 Administration $ 555.00 $ 423.43 $ 385.00 $ 268.00 $ 1,852.00 $ 2,000.00 Tree Removal $ 1,800.00 $ 650.00 $ 3,290.00 $ 990.00 $ - $ 3,000.00 Vacant Lot Care $ - $ 726.00 $ 470.00 $ 50.00 $ 300.00 National Night Out $ - $ 705.50 $ 226.75 $ 811.00 $ 388.00 $ 850.00 Common Area $ - $ 21,637.00 $ 29,292.00 $ 3,190.00 $ 6,000.00 Website $ - $ 1,580.04 $ 110.00 $ 240.00 $ 272.00 $ 270.00 Returned Checks $ 131.00 $ 70.00 $ - $ 284.00 $ - Post Office $ 70.00 $ 85.00 $ 88.00 $ 90.00 HOA Meetings $ - $ 100.00 $ 200.00 Attorney/Court Fees $ 2,350.00 $ - $ 3,343.00 $ 5,000.00 Income Tax Prep $ 250.00 $ - $ 200.00 Bookkeeping Fees $ - $ 1,193.00 $ 1,000.00 Computer & Software $ - $ 887.00 $ 200.00 Misc $ 14,745.00 $ 28,354.58 $ 72.00 $ 2,000.00 $ 47,510.00 Stormwater Repair $ 50,000.00 Total Expenses $ 44,911.00 $ 59,054.47 $ 51,994.28 $ 59,034.00 $ 33,899.00 $ 97,510.00

11 FY 2014-2015 Dues  Annual Dues: $151 upcoming fiscal year Fiscal Year: July 1, 2014 to June 30, 2015  Payment schedule is as follows: June 1 st dues notice mailed July 1 st payment is due July 15 th is the final cutoff day to avoid late fee ($10)  Please notify the treasurer by June 7 th if you have not received a dues notice. * Note: Not receiving bill by mail does not relieve your payment responsibilities. 11 Need Info

12 State of the HOA  Architectural Fences  2 requested and approved  1 request to raise an existing fence above 6 foot limit was disapproved Decks (3 requested and approved) Front Portico (1 requested and approved) Sheds (2 requested and approved) Pools (1 requested and approved)  Dues 91% have been collected 12 Need Info or Remove

13 2013 Accomplishments  New Board Members Dave Bryner: elected to 3-year BOD term Darrin Atlas: elected to 2-year BOD term Kathy Younger: Treasurer Gary Younger: Web Master Mel Blade: Finance Team 13 Need new photo

14 2013 Accomplishments  Dues: Hired a bookkeeper 91% Collected Lawsuits filed for small claims and liens Communications Upgrades (Newsletter) New Website www.greenbrierhoa.orgwww.greenbrierhoa.org New Email list with backup  Entrance: Repainted Entrance Signs Installed Solar Lights 14

15 2013 Events  National Night Out August 6,2013 15 I will add newer pics

16 2013 Adverse Events  Theft/vandalism of homeowners (homes and autos)  Squatter in vacant home  Several homeowner email complaints received  Constant speeding complaints  Animals at large / Missing  General Maintenance (home exterior/lawns)  Tires and other Items left on roadside 16

17  Storm Water Management Project 17 2014 Planned Events

18 o Annual Community Yard Sale: June 7 th o Quarterly Meetings: 7 pm Lexington Park Library  January 27, 2014 – Annual Meeting, Room B  April 21 st : Meeting Room A  July 21 st : Meeting Room B  October 20 th : Meeting Room B o National Night Out: August 5 th o November: BOD Finance Meeting o January 2014 – Annual HOA Meeting 18

19 Homeowners Responsibilities  Be a good neighbor  Keep home and surrounding area clean and free of debris/clutter  Pick up after your animals (use leash for walks)  Keep grass neatly trimmed (both sides of sidewalk)  Respect your neighbors and their property  Notify the BOD of any violations or nuisances you are unable to resolve  Check the website for news and updates  Police yourself and be familiar with the covenants and restrictions of Greenbrier (e.g. No storing of RVs and boats.)  Get approval BEFORE you build (fence, deck, addition, shed, and etc.) 19

20 Homeowner Involvement 20  Volunteers are needed for the following committees: ( Sign up sheets at registration desk) Architectural Communications Welcome Committee

21 Elections  By written ballot 30January1321

22 22 Door Prize Winners  Gift Cards were won by the following attendees:  Lowes ($50):   Bed Bath and Beyond ($25)   Golden Corral ($25)   Panera Bread ($25)  *Updated since the meeting

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