January 18, 2021 Directors Report.

Outdoor Resort Palm Springs Owners Association Operating Fund Working Capital Policy

Policy Statement

The Controller shall maintain one week to two weeks (2%-4%) of the Operating Fund's current annual budget as working capital for unforseen circumstances.

Working Capital at the end of any fiscal year exceeding 4% of the current annual budget will be realloacated as determined by the Board of Directors in accordance with our Governing Documents and California Civil Code.

Working Capital is defined as Current Assets minus Current Liabilities on the Operating Fund Balance Sheet.

Any recommendations to modify this policy should be reviewed with the General Manager and Controller prior to submission to the Board of Directors for final approval. (See Administative Policies and Procedures).

12/31/2020

12/31/2019

Current Assets Cash

83,811 383,433

193,999 412,241

Receivables

Other Current Assets

70,995

70,915

Total

538,239

677,154

Current Liabilities

Accounts Payable

76,447 83,385 179,913

123,700 97,684 173,507

Accruals (payroll items)

Owners Assessments prepaid

Capital Lease Payable

-

Other Current Liabilities

35,079

30,438

Total

374,824

425,328

Working Capital

163,416

251,826

2020-21

2019-20

Operating Fund Current Annual Budget

$

5,574,166

$

5,104,189

2% of Operating Budget 4% of Operating Budget

111,483 222,967

102,084 204,168

Actual - Working Capital as a Percentage of Operating Fund Current Annual Budget

2.93%

4.93%

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