WILLOW BEND HOA
ADOPTED BUDGET · FISCAL YEAR 2026

2026 Operating Budget

Adopted by the Board of Directors 2 December 2025 · Dues held at $285 per Lot per quarter · 340 Lots · Calendar-year fiscal year

Willow Bend Homeowners Association, Inc. (Idaho entity W-44821) adopts the following operating budget for the fiscal year beginning 1 January 2026. Assessments are equal per Lot under Article X of the Master Declaration. Quarterly installments are due as invoiced by Westgate Property Management.

Income

LineAmount
Assessments (340 × $285 × 4)$387,600
ACC fees and interest$8,400
Total income$396,000

Expense

LineAmount
Landscape (Greenbench, year 2 of 2 — through 31 Dec 2026)$24,800
Pool and spa$38,400
Management — Westgate Property Management$62,000
Insurance (property, liability, D&O)$41,200
Utilities (common area)$18,600
Repairs and maintenance$22,000
Legal and accounting$9,500
Contingency$12,000
Reserve contribution (approx. 18% of operating expense base)$69,700
Total expense$298,200
Net to operating surplus / ACC admin$97,800

Notes

1. Assessments. Holding the quarterly assessment at $285 avoids a 2026 increase while funding the scheduled reserve contribution. Any mid-year special assessment would require separate Board and, where applicable, Member action under the Declaration.

2. Landscape. 2026 reflects the final year of the current Greenbench agreement. The Board authorized an RFP for 2027–2029 (bids opened 2 December 2026: Greenbench $24,000; Tenmile Turf $27,000; Calder & Sons $29,000).

3. Reserves. Capital reserve balance referenced at adoption and in the 30 November 2025 financial position: $890,400 (62% funded per 2023 reserve study). Next study update due 11 December 2026.

4. Related balances (30 Nov 2025). Operating $186,420 · ACC deposits $42,150 · landscape escrow $18,600.

5. Amenities covered. Clubhouse, pool/spa, two pickleball courts, bowling alley, playground, mail kiosks, common irrigation, and the twelve-acre willow-corridor linear park.

Adopted 2 December 2025.
Ellen Marsh, Treasurer · Priya Shah, President
Susan Collins, Westgate Property Management · 208-555-0142 · manager@willowbendhoa.org

Willow Bend Homeowners Association, Inc. · Idaho entity W-44821 · certified 2 December 2026 for owner inspection