Financials

This community's finances are fully disclosed to all 250 homeowners.

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Financial Transparency Center

Oakwood Estates HOA — Fiscal Year 2025

Monthly Assessment
$285/unit
Reserve Balance
$284,00081% funded
Delinquency Rate
4.2%Healthy
Cash on Hand
4.2months

Days Cash on Hand

127 days

Healthy reserve buffer

Delinquency Rate

4.2%

Below 5% threshold

Reserve Funding

81% funded

Above 70% minimum

Budget vs. Actual — 2025

Year-to-date spending by category

BudgetActual
Landscaping$42K / $38K
Insurance$33K / $33K
Utilities$27K / $24K
Management$22K / $22K
Reserves$18K / $18K
Other$8K / $6K

Reserve Fund Health

Target: $350,000

81%Funded
Roof Reserve$85K
Paving Reserve$72K
Painting$52K
Pool/Amenity$48K
Equipment$27K

Payment History

Last 6 months of assessment activity

DateDescriptionAmountMethodStatus
May 1, 2026Monthly Assessment$285.00ACH Auto-Pay
Paid
Apr 1, 2026Monthly Assessment$285.00ACH Auto-Pay
Paid
Mar 15, 2026Special Assessment — Roof$150.00Credit Card
Paid
Mar 1, 2026Monthly Assessment$285.00ACH Auto-Pay
Paid
Feb 1, 2026Monthly Assessment$285.00Check #1042
Paid
Jan 1, 2026Monthly Assessment$285.00ACH Auto-Pay
Paid

Assessment Breakdown

How your $285/month assessment is allocated

$285
per unit / month
69.5%
25.3%

Operating Expenses

$198(69.5%)

Reserve Contribution

$72(25.3%)

Special Assessment

$15(5.3%)

Homeowner Voting Rights

Last 3 community votes — full results disclosed

Adopt 2026 operating budget

Yes 78%
No 14%
Abs 8%

Approve roof reserve special assessment

Yes 62%
No 31%
Abs 7%

Hire new landscape vendor (Greenline Co)

Yes 84%
No 11%
Abs 5%

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