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Bluewater Shoreline Residents' Association

Statement of Revenues & Expenditures ‑ Operating account for the fiscal year 2002 ‑ 2003

 

Current Year                             Previous Year

 

Opening Balance                                                                              $536.88                                      $592.03

Revenue

Membership Fees Received

                                   From associations              $1,059.00                                   $1,327.00

                                   Associate members                   $0.00                                        $60.00

Total Membership Fees Received                                                 $1,059.00                                     $1,387.00

Bank Interest                                                                                            $5.47                                            $0.60

Total Revenue                                                                                 $1,064.47                                  $1,387.60

 

Expenditures

 

F.O.C.A. Membership                                                                      $172.27                                        $170.13

Newsletter printing costs                                                                $412.25                                         $97.75

Secretary & mailing costs                                                               $250.00                                        $110.47

Liability and D & 0 insurance                                                                                                              $513.00

Church hall rental                                                                               $40.00                                          $55.00

General expenses ‑ road assumption, etc.                                   $102.49                                        $478.56

Internet expenses                                                                              $177.19

Miscellaneous                                                                                                                                         $17.84

Total expenditures                                                                          $1,154.20                                     $1,442.75

Current balance ‑ August 31, 2003                                           $447.15                                      $536.99

 

Treasurer's Notes‑                                                                                    Submitted by: Bob Worthy

Membership fees received are lower by $323 ‑ last year we collected $65 from Previous Year.

                                                                                 ‑ 9 associations who pd last year still o/s Newsletter printing ‑ paid for 4 issues current year versus only I previous year Secretary mailings to association rep's higher this year. Insurance ‑ $ 615.60 isn't due until Sept I so will reflect in future in the year when effective.

I would recommend that the 2004 membership fee be modified slightly as follows: Increase the rate to $10 per association but leave the $1 for each property owner unchanged. This will increase revenue by approximately $250 to meet the increased expenses.

 


 

Bluewater Shoreline Residents' Association

        Statement of the Reserve Account

 

to Sept 10,2002            Current year                  Total

 

Amounts received from members                   $18,584.00             $17,214.25              $35,798.25

 

Expenses

 

Legal bills paid                                                        $4,100.00                $10,466.98                 $14,566.98

Printing expenses, etc‑                                            $348.88                    $222.66                      $571.54

Municipal election                                                                                      $374.89                      $374.89

Lake water testing ‑ MDS                                                                          $96.30                        $96.30

Total expenses                                                        $4,448.88                $11,160.83                 $15,609.71

Balance                                                                $14,135.12                $6,053.42                $20,188.54

Bank balance ‑ Bank of Montreal as at Aug 31, 2003                                                            $1,188.54

Variable rate GIC @ BMO (prime less 2.4 %)                                                                          $9,000.00

                                             accrued interest (not recorded) to date $163.42

Cashable rate riser ‑ Yr I ‑ 2.35; Yr 2 ‑ 2,75; Yr 3 ‑ 3.50                                                   $10,000.00

                                            accrued interest (not recorded) to date $ 204.74

Prepared by Bob Worthy, BSRA Treasurer