2024-2025 Annual Budget Report & Policy Statement

30-Year Reserve Plan Starting with Board of Directors 2024 Rate

6510-2

Fiscal Year Start: 7/1/2024

Interest: 1.00 %

Inflation: 3.00 %

Reserve Fund Strength: as-of Fiscal Year Start Date

Projected Reserve Balance Changes

Starting Reserve

Fully

Special Assmt

Loan or Special

Funded Percent

Reserve

Interest

Reserve

Year

Balance Balance Funded

Risk Funding Assmts Income Expenses

2024 $5,182,853 $8,266,615 62.7 % Medium $1,224,000 2025 $4,518,138 $7,804,140 57.9 % Medium $1,285,200 2026 $5,064,775 $8,551,602 59.2 % Medium $1,349,460 2027 $5,013,187 $8,676,280 57.8 % Medium $1,416,933 2028 $5,131,412 $8,950,660 57.3 % Medium $1,487,780 2029 $5,900,818 $9,868,565 59.8 % Medium $1,562,169 2030 $6,042,867 $10,129,898 59.7 % Medium $1,640,277 2031 $6,416,494 $10,599,176 60.5 % Medium $1,722,291 2032 $7,271,322 $11,533,397 63.0 % Medium $1,808,405 2033 $6,310,677 $10,584,960 59.6 % Medium $1,898,826 2034 $5,785,205 $10,019,643 57.7 % Medium $1,993,767 2035 $4,258,788 $8,369,459 50.9 % Medium $2,093,455 2036 $5,213,991 $9,177,901 56.8 % Medium $2,198,128 2037 $5,502,692 $9,263,240 59.4 % Medium $2,308,035 2038 $6,071,160 $9,576,637 63.4 % Medium $2,423,436 2039 $7,066,415 $10,268,720 68.8 % Medium $2,544,608

$0 $48,484 $1,937,200 $0 $47,894 $786,457 $0 $50,368 $1,451,417 $0 $50,701 $1,349,409 $0 $55,138 $773,512 $0 $59,693 $1,479,813 $0 $62,270 $1,328,921 $0 $68,410 $935,873 $0 $67,881 $2,836,932 $0 $60,454 $2,484,751 $0 $50,199 $3,570,383 $0 $47,344 $1,185,596 $0 $53,561 $1,962,988 $0 $57,845 $1,797,412 $0 $65,660 $1,493,841 $0 $73,396 $2,065,320 $0 $81,131 $1,694,410 $0 $93,352 $1,316,576 $0 $106,501 $1,666,001 $0 $112,988 $2,804,566 $0 $113,423 $3,022,617 $0 $119,109 $1,902,058 $0 $133,085 $1,529,530 $0 $150,569 $1,381,017 $0 $168,141 $1,700,036 $0 $177,993 $3,109,993 $0 $183,643 $2,717,197 $0 $196,103 $1,930,522 $0 $210,742 $2,477,139 $0 $222,727 $2,661,635

2040 $7,619,100 $10,451,245 72.9 % 2041 $8,614,045 $11,081,336 77.7 % 2042 $10,064,249 $12,181,352 82.6 % 2043 $11,245,014 $13,018,170 86.4 % 2044 $11,362,207 $12,772,991 89.0 % 2045 $11,332,003 $12,363,453 91.7 % 2046 $12,500,020 $13,165,423 94.9 % 2047 $14,128,315 $14,446,861 97.8 % 2048 $15,998,224 $15,993,568 100.0 % 2049 $17,644,196 $17,334,158 101.8 % 2050 $17,969,509 $17,341,065 103.6 % 2051 $18,774,701 $17,833,464 105.3 % 2052 $20,462,496 $19,234,037 106.4 % 2053 $21,703,870 $20,199,232 107.4 %

Low $2,608,223 Low $2,673,429 Low $2,740,265 Low $2,808,771 Low $2,878,990 Low $2,950,965 Low $3,024,739 Low $3,100,358 Low $3,177,867 Low $3,257,313 Low $3,338,746 Low $3,422,215 Low $3,507,770 Low $3,595,465

Association Reserves

www.ReserveStudy.com

6

Made with FlippingBook - professional solution for displaying marketing and sales documents online