Annual Budget Report and Policy Statement 2026-2027

OUTDOOR RESORT - PALM SPRINGS 2026-2027 Budget Summary July 1, 2026 - June 30, 2027 Approved by the Board May 18, 2026

ITEM

ANNUAL

MONTHLY/UNIT

REVENUE

Assessments

8,355,094

574.00

Total Administration Revenue (Including Assesments)

8,626,344

592.63

Total Rental/Reimburesement Revenue

469,100

32.23

Total Lifestyles Revenue

363,850

25.00

Total Golf Revenue

14,750

1.01

TOTAL REVENUE

9,474,044

650.87

EXPENSE

Total Administration Expense

1,151,701

79.12

Total Resort Services Expense

232,470

15.97

Total Lifestyles Expense

341,714

23.48

Total Golf Expense

98,095

6.74

Total Grounds & Greens Expense

1,912,184

131.37

Total Security Expense

581,265

39.93

Total Mailroom Expense

73,747

5.07

Total Facilities Expense

375,778

25.82

Total Maintenance & Repair Expense

945,121

64.93

Total Vehicle Expense

99,846

6.86

Total Utilities Expense

1,126,808

77.41

Total Insurance Expense

808,589

55.55

TOTAL OPERATING EXPENSE

7,747,318

532.24

Budget Contingency

154,946

10.64

Total Reserve Contribution

1,324,000

90.96

Total Capital Contribution

247,780

17.02

TOTAL GROSS EXPENSE

(9,474,044)

650.87

NON-ASSESSMENT INCOME

1,118,950

(76.87)

ASSESSMENT INCOME

8,355,094

574.00

NET INCOME/LOSS

0

0.00

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