Cohousing-L Mailing List: sample annual budget (RoseWind)

[Lynn Nadeau (welcome]

I'm looking at our 2004 common budget and thought it might be of interest 
to some of you. 
At RoseWind, individual homeowners build and maintain their own homes.
Our winters are relatively mild (think 40-55 degrees); we have no snow or 
leaf removal expense. 
Childcare is handled by donations. 
All our cleaning, landscape work, and much of our maintenance work is 
done by volunteers. 
We are a built community with 24 households. 
Our total budget for the year, if shared equally among 24 households, 
would come to about $1000, but this is reduced by the unspent funds in 
the 2001 budget, so it comes to about $850 per household. Using our 
sliding scale system, a household could pay as little as $680. 
About 39% of our budget is for projected future needs, in reserve funds. 
About equal thirds of our budget go for common house, landscape, and 
business expenses. 
If anyone wants to email me off-list about further breakdown of figures, 
please do. Use the address of lynnnadeau_ [at] hotmail.com please for that. 

dollar amounts
current-year expenses:
4531 common house operations (utilities, heat, trash, cleaning supplies, 
maintenance)
 150 City fee for a needed PUDA change
 200 facilitation (training, supplies)
2131 all insurance on common areas, common liability
 250 postage, copying
1130 taxes on misc properties (2 lots we could theoretically sell, one 
area where we could put home occupation offices or studios; the commons 
in general is not taxed separately- our individual property taxes on our 
homes and lots include the amenity of the community property) (My 
personal property tax to the County on my home and lot: about $2600 a 
year.)
1370 other taxes, accounting fees
  60 supplies for kids (art materials etc) 
2150 landscape improvements and maintenance (irrigation, grading, 
mulching, equipment maintenance, equipment rental) other than projects 
funded from reserves
 200 coho association dues
 175 advertising and supplies for outreach
500 legal and professional services
2250 contingency funds 

additions to reserves for future needs:
3500 toward new mower
 600 toward future fencing
 500 toward improvements to main path system
1000 add to contingency fund for arbitration
 250 add to contingency fund for mediation
3000 common house depreciation, repairs
 500 toward common house furnishing upgrades
 300 toward retreat

total to fund $24,747  

$ 9350 of which is additions to reserve funds for future needs
$ 2250 is contingency for current year needs
$13147 is line items for current year line items

We also have some reserve funds which are already funded, either from 
prior years' input, or (as with remaining common-house construction 
funds, playground equipment funds, and remaining parking-area funds) from 
our original lot-sale-sourced development funds.  

Lynn Nadeau, RoseWind Cohousing
Port Townsend Washington (Victorian seaport, music, art, nature)
http://www.rosewind.org
http://www.ptguide.com
http://www.ptforpeace.info (very active peace movement here- see our 
photo)
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