June 2010 Finance Report

Jun 30, 10
ASSETS
Current Assets
Checking/Savings
1002 · BofA Operations Chking 0345 10,483.28
1010 · MONEY MARKET - SAVINGS
1016 · Money Mkt. 200,686.19
1020 · Great Western C D 201,313.31
1021 · B of A Risk Free C D 25,588.74
Total 1010 · MONEY MARKET - SAVINGS 427,588.24
1040 · CHANGE FUND ACCOUNTS
1042 · Business Office 500.00
1055 · Welcome Center Fund-Petty Cash 250.00
Total 1040 · CHANGE FUND ACCOUNTS 750.00
Total Checking/Savings 438,821.52
Accounts Receivable
1200 · Accounts Receivable 4,833.97
Total Accounts Receivable 4,833.97
Other Current Assets
1499 · Undeposited Funds 20.00
Total Other Current Assets 20.00
Total Current Assets 443,675.49
TOTAL ASSETS 443,675.49
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Other Current Liabilities
2100 · Payroll Liabilities
2101 · Federal 941 taxes payable 2,030.58
2103 · Federal Unemployment 344.01
2110 · State AZ - Witholding 756.64
2111 · State AZ Unemployment 198.92
2112 · State AZ Job Training Tax 11.07
Total 2100 · Payroll Liabilities 3,341.22
2300 · Short Term Libilities
2301 · Member Prepay 100.00
Total 2300 · Short Term Libilities 100.00
Total Other Current Liabilities 3,441.22
Total Current Liabilities 3,441.22
Long Term Liabilities
2400 · RESTRICTED LIABILITIES
1012 · 1012 Capital Improvment 148,257.19
1014 · 1014 Contingency Account 77,174.50
1017 · Park Improvements-Comm. Complex 29,386.04
Total 2400 · RESTRICTED LIABILITIES 254,817.73
Total Long Term Liabilities 254,817.73
Total Liabilities 258,258.95
Equity
3000 · Opening Bal Equity 22,608.64
3900 · Retained Earnings -175.79
Net Income 162,983.69
Total Equity 185,416.54
TOTAL LIABILITIES & EQUITY 443,675.49
Jan - Jun 10 Budget
Ordinary Income/Expense
Income
3525 · Operating Cash Carry Over 0.00 22,608.64
4030 · SHAREHOLDER
4032 · Shareholder Asses. 480@$925 441,140.00 444,000.00
4034 · Less Frz. Dues, No Asses. 0.00 -2,860.00
4038 · Transfer to Contingencies -15,000.00 -15,000.00
4039 · Transfer to Capilal Reserve -10,000.00 -10,000.00
Total 4030 · SHAREHOLDER 416,140.00 416,140.00
4040 · OPERATIONAL  INCOME
4010 · Activities/Entertainment Inc 4,398.87 7,000.00
4015 · Gate Cards & Mail Keys -690.00
4041 · Rental Income Daily and Weekly 11,150.00 30,000.00
4042 · Rental Income Monthly 14,410.00
4043 · Rental Storage 5,711.10 9,000.00
4044 · Rental Vendor Room 931.00 500.00
4045 · Resale & Vendor Commissions Inc 4,077.20 5,000.00
4046 · Resale - Clickers 228.00 180.00
4050 · Office Income 2,004.87 3,000.00
4054 · Investment Interest 401.34
4055 · Interest & Late Fees Inc 922.91 2,500.00
4060 · Kitchen Receipts 12,858.66 17,500.00
4065 · Laundry 7,972.76 9,000.00
4070 · Propane Sales 13,818.58 15,000.00
4085 · Transfer/Inspection Fees Inc 2,501.48 2,000.00
4115 · Bingo 486.64 750.00
4120 · Memberships 22.00
4155 · Reimbursements to Co-op 3,445.51 2,500.00
4180 · Over/Short Cash 83.74
Total 4040 · OPERATIONAL  INCOME 84,734.66 103,930.00
Total Income 500,874.66 542,678.64
Gross Profit 500,874.66 542,678.64
Expense
6000 · COOP. OPERATIONAL EXPENSES
6005 · Accountant / CPA Fees 2,395.00 3,000.00
6007 · Administrative committee 27.35 300.00
6010 · Advertising & Marketing 1,788.00 3,000.00
6011 · Ambassadors 142.83 400.00
6012 · Architectural Committee 731.89 1,235.00
6015 · Autos & Mileage Exp 824.06 1,500.00
6020 · Bank Svc/Finance Charges 987.74 2,000.00
6022 · Board/Annual Meetings 896.13 3,000.00
6025 · Fire Department 3,095.01 3,500.00
6035 · Licenses & Permits 1,074.21 3,800.00
6045 · Entertainment Exp 1,618.11 5,000.00
6047 · Finance Committee 79.42 300.00
6050 · Kitchen Supplies/Food Purchases 4,644.82 9,670.00
6055 · Legal / Attorney Fees 1,408.00 12,000.00
6065 · Miscellaneous Expenses 19.02 608.64
6070 · Payroll Taxes Federal / FICA 5,185.68 9,117.00
6080 · Payroll-Worker Comp Insurance 4,779.00 2,400.00
6085 · Payroll Taxes-Fed Unemplymt 344.01 553.00
6090 · Payroll Taxes-AZ Unemployment 773.98 2,000.00
6095 · Office Exp & Eqt 2,505.50 10,700.00
6100 · Propane Purchases 10,823.43 12,000.00
6102 · Property Committee 103.68 300.00
6105 · Property Insurance 11,018.96 16,000.00
6111 · Medical 1,511.32 3,400.00
6112 · Safety & Security 226.88 2,300.00
6115 · Salary - Activity Director 4,200.00 8,400.00
6120 · Salary - Housekeeping 4,400.00 9,600.00
6125 · Salary - Kitchen 4,695.83 6,125.00
6130 · Salary - Maintenance 17,846.01 33,000.00
6135 · Salary - Manager 23,250.00 46,500.00
6140 · Salary - Mail Handling 3,322.50 7,020.00
6143 · Salary - Bookkeeper 6,694.98 13,000.00
6146 · Salary-Welcome Center 3,377.25 7,560.00
6150 · Sales Tax (Food, Propane) 2,486.58 3,500.00
6152 · Resale & Vendor Commissions Exp 3,709.59 2,000.00
6153 · Resale - Clickers 13.03
6159 · Supplies - Activity Office 839.30 2,500.00
6160 · Supplies - Buildings 1,606.28 5,000.00
6167 · Supplies Post Office 3.40 800.00
6168 · Supplies - Welcome Center 974.77 625.00
6175 · Taxes - Real Estate 10,911.20 22,900.00
6180 · Taxes - State Income 45.00 45.00
6192 · Payroll Taxes-Az. Job Training 43.02 70.00
6196 · Electric Rental Lot Exp 2,687.82 4,000.00
6200 · Utilities - Electric 12,668.66 27,000.00
6205 · Utilities - Natural Gas 9,543.05 17,000.00
6210 · Utilities - Telephone 3,278.96 5,300.00
6215 · Utilities - Trash 7,356.29 16,000.00
6220 · Utilities - Water 12,104.11 25,000.00
6222 · Utilities - Sewer 55,800.00 111,600.00
6225 · Volunteer Appreciation Exp 434.39 250.00
6300 · Park Maintenance
6320 · Coop Equipment/Tractor Etc. 1,401.79 4,800.00
6325 · Dry Well & Septic Service 15,129.34 8,000.00
6330 · Bldg & Grounds Maintenance 16,679.85 36,000.00
6331 · Maintenance Tools 1,538.57 2,000.00
6335 · Pool/Solar System 13,141.29 9,000.00
6342 · Sunscape Survey 24,874.48
Total 6300 · Park Maintenance 72,765.32 59,800.00
6501 · Pickup truck 15,573.10
Total 6000 · COOP. OPERATIONAL EXPENSES 337,634.47 542,678.64
7081 · Earned Income Alocation 256.50
Total Expense 337,890.97 542,678.64
Net Ordinary Income 162,983.69 0.00
Net Income 162,983.69 0.00