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TREASURER’S CORNER, Dick Tipton The Club at WestPark
Community Association
Our HOA President asked me to write the Board letter this month and
explain the new dashboard I’ll be presenting throughout 2023.
Several members have asked why we compare our actual revenue and 3240 Kennerleigh Parkway,
expenses to the current year budget, rather than a comparison to the same Roseville, CA 95747
period last year. For accounting purposes, comparisons to budget are more Phone: (916) 771-7801
meaningful, because we budget ourselves to “break even” for the year, and Fax: (916) 771-7827
use monthly comparisons to track our performance. www.theclubatwestparkca.com
The closure of The Retreat due to COVID prevented us from having realistic
reporting of our monthly expenses. The Retreat was open all year in 2022, The Retreat Facility Hours
Monday - Friday
so we now have actual month- 8:00 a.m. - 9:00 p.m.
ly revenue and expenses to Saturday & Sunday
use for comparison. Conse- 8:30 a.m. - 5:30 p.m.
quently, I have modified the
monthly dashboard to include
comparisons to both the budg- FirstService Residential
et and the prior year. Customer Care Center
Copies of the new dashboard (800) 428-5588
are available at The Retreat in Resident Portal
the hallway by the HOA https://theclubatwestpark.connectresident.com/
offices. The top half is a
comparison to budget, just Board of Directors
like you’ve seen before. Jill Egbert, President
Below that is the comparison Scott Smith, Vice President
to January 2022. Dick Tipton, Treasurer
Of course, the dashboard will Tom Stevens, Secretary
still include the balance in our Mary Gale, Member at Large
Operating Fund, as well as the
balance in the Reserve Fund Email: boardofdirectors@tcwp.net
and the fully funding percent-
age in reserves. The dash- 2023 Board of Directors
board will still include a Monthly Meetings
delinquency report as well. Meetings are open to all
As I pointed out in last members of the Association.
month’s meeting, the fully Next Meeting
funded percentage in reserves Wednesday, March 29th 3pm
has dropped in January due to
a revaluation of our assets. In Onsite Association Staff
2022 our reserve assets were 916-771-7801
valued at $940,968 and were Laura Young, General Manager
raised to $1,180,587 in 2023. Laura.E.Young@fsresidential.com
The drop in the fully funded
percentage is the result of that Christina Gee, AGM
increased valuation. christina.gee@fsresidential.com

Shannon Van Every, Lifestyle Director
shannon.vanevery@fsresidential.com
Home Specific Emergencies
A reminder about operation of the HOA
Compliance, financial reporting, and quarterly assessments are managed by FirstService Residential. FirstService staff are engaged by and (800) 762-5858
work at the will of the Board of Directors. The Board is responsible for their management. Contact Laura Young, General Manager first,
if you have any questions or concerns you feel need to be addressed.
If you feel that the matter needs to be brought to the Board’s attention, please send an email to boardofdirectors@tcwp.net. The email will Home Warranty Questions
be received by the entire Board, Laura Young, General Manager and Sara Jue, Vice President of FirstService Residential. All norcal@pultegroup.com
correspondence is included in the monthly Board packet for review at the next Board meeting. A member in good standing can ask for a
private meeting with the Board to discuss personal matters.

March 2023 Page 2