FYI - Portland Treasurers Group Survey Results

[Tim Ackley]

Hi everyone,

The Portland Treasurers group recently conducted an informal survey regarding COA budgets and reserves. Please find the results from the 13 participating COAs below with my responses in parentheses:

• Total Budgets: Ranged from $500K to $2.6M, with an average of $1.3M. (Vaux = $1.3M)
• Reserve Contributions % of Total: Ranged from 8% to 36.5% of the total budget, with an average of 26%. (Vaux = 36.5%)
• Funding Levels: The percent-funded range was 16% to 73%, with an average of 36%. (Vaux = 37%)
• Funding Balance Trends (2026-2028): 6 HOAs reported their percent-funded level is decreasing, 5 reported it is increasing, and 2 reported it is staying about the same. (Vaux = decreasing)
• Board Focus: 9 HOAs reported that their boards look primarily at the percent-funded level. (Vaux = considers percent funded as one of several factors)

Interesting information. 

Tim

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Tim Ackley

2335 NW Raleigh Street Unit 139

Portland, Oregon 97210

 

Cell: 480-694-7059

Email: tim.ack...@gmail.com