SOUTH BAY COMMUNITY ASSOCIATION

BOARD OF DIRECTORS MEETING

 

Friday,  July 1, 2011

APPROVED  8-5-11

 

Attendees:   Dave Armitage, Richard Grieves, Steve Shanklin, Howard Koester, Mike Morgan and Christine Whitehurst.  Guests: 7 SBCA members and SBCA Staff. 

Meeting called to order at 9:30 a.m.

Determination of quorum.  Yes.

Approval of Agenda:

MSP to approve the July 1 agenda (all ayes)

Meeting minutes:

MSP to approve the June 3, 2011 meeting minutes, as amended. (all ayes)

Operations report:

Membership now stands at 549, with 4 Associate memberships available.

Annual Meeting packet has been provided to all members.

SBCA Director Mike Morgan has passed the “Certified Manager of Community Associations” exam, and enrolled in continuing education classes with CAI.

Upcoming projects include reroofing the gazebo and repairing wood on the outside of the Great Room.

July bills for quarterly SBCA dues are going out with the Board approved 5% increase; the new amount is $198.45 a quarter.

Financial report

Chris Whitehurst reported the financial highlights for May, showing the Total Current Assets for the month to be $315,771.99, Total Assets to be $632,187.98.  An increase of $11,271.88  over last year’s Total Assets. The Income Statement for May 2011 showed total revenues of $8,777.71 and Total Operating Expenses of $32,692.52  and a Net Operating Surplus of $28,012.82 for the 2011 fiscal year. (Note the surplus is always high the first month of the quarter due to the majority of dues being paid during that month, while expenses are very consistent month to month).  The Maintenance reserve is $197,446.06  and the Renovation Fund is $54,039.36: no expenses.

MSP to approve the May financials (all ayes) 

Correspondence: 

Letter from M. Morgan about his CMCA certification.

Two letters from Shattuck.

Committee Reports:  

ARC – no motions, questions to lawyer still pending, have gone to the compliance committee for review.

Facilities  -

MSP that the Gazebo roof be replaced with composite shingles. (all ayes)

Compliance – Memo regarding Appeal of SBCA ARC Decisions to the SBCA Board

 

Old Business:

MSP to donate $275 to help support the Port Ludlow Festival. (4 ayes & 1 nay)

Regular meeting adjourned at 10:48

Board goes into Executive Session to discuss personnel matters.

Executive Session adjourned at 11:15

Regular meeting reconvened at 11:16

No motions

Regular meeting adjourned at 11:17

Respectfully submitted:

Christine Whitehurst

Board Secretary/Treasurer

Attachments:  

  Financials

  Operations report

  Compliance Committee opinion on the appeal of ARC decisions to the Board

Next regular Board meeting:

August 5, 2011 9:30 a.m. Bay Club pending new Boards wishes

  

Special & Committee meetings:  

Special SBCA planning session July 6, 2011 1:00

SBCA ARC Meeting        July 15, 2011   9:30 a.m.  Bay Club 

Facility Committee Meeting      pending

Finance Committee Meeting    pending

SBCA Annual Meeting        July 20, 2011 3:00 p.m.

Financial Reports  May 2011  Income Stmt.  Bal. Sheet