HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 04-13-2000HRA STAFF REPORTS
APRIL 13, 2000
Canto ns somedouble -sided documents. Film both sides.
Regular Meeting Agenda
rR PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
THURSDAY, April 13, 2000 7:00 pm
WHERE: City Council Chamber
Plymouth City Center
3400 Plymouth Boulevard
Plymouth, MN 55447
1. Call to Order — 7:00 p.m.
2. Approval of Minutes of the Regular March 16th and Special March 28th
meetings.
3. Outlot D Bass Lake Heights Addition
4. HRA Strategic Plan
5. Status of Comprehensive Plan Update - verbal report
6. Plymouth Towne Square Monthly Management Report
7. Affordable Housing Tour - Verbal Discussion
8. Other Business
9. Adjournment
NOTE: The next meeting to review the draft Comprehensive Plan before
it is submitted to the Metropolitan Council is tentatively set for the
regular City Council Meeting on Tuesday, April 25th at 7.06pm.
Ifpossible Congressman Ramstad would like to join the HRA for
its tour of affordable housing in Plymouth. Unfortunately neither
he nor his staff are available on the scheduled date of May
18th
If the Board wishes, we can attempt to reschedule the tour
sometime between May
30th and June 12th.
Please bring your
calendars to the meeting, if we need to discuss alternate dates.
ply_ nt\ntdiskl\community development\iousing\h a\agendas\2000\021700.doc
Regular Meeting Agenda
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
THURSDAY, April 13, 2000 7:00 pm
WHERE: City Council Chamber
Plymath City Center
3400 Plymouth Boulevard
Plgmoutb, MN 9447
1. CW to Order — 7:00 p.m.
2. Approval of Minutes of the Regular March 10 and Special March 21P meetings.
Outlet D Bass Lake Heights Addition
4. HRA Strategic Plan
S. Status of Comprehensive Plan Update - verbal report
6. Plymouth Towne Square Monthly Management Report
7. Affordable Housing Tour - Verbal Discussion
B. Other Business
9. Adjoora sent
NOTE: The next meeting to review the draft Comprehensive Plan before
It is submitted to the Mempolltan Council is tentadv* set for the
regular City Council Meeting on Tuesday, April 2311 at 7:OOpm.
IfpossWe Congressman Ramstad would like tojoin the HRA for
as bur ofaffordable housing in Plymoutt Unfortunately neither
he nor his staffare available on the scheduled date ofMay 18`'
Ifthe Board wishes, we non apt to reschedule the tour
sometime betw.ren Mai 3d* and June 12*. Please bring your
calendars to the meeting, if we need to discuss ahernate dates.
Ing"
1)
MINUTES
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
OUTLOT D NEIGHBORHOOD MEETING
March 28, 2000
PRESENT: Chair Brad Brown, Commissioners Susan Heudemin, Leon Michlltseh, Dick Aoel
ABSENT: Tim Bildsoe
STAFF PRESENT: Eucutive Director Anne Hurlburt, HRA Supervisor Ed Goldamlth, Honslog
Specialist Rebeeca Stoeo, Semler Cleri/ yplst Barb Peterson HRA [utero Joe Jmblomsky
OTHERS PRESENT: Pbtmulmg Commission Liaison Sarah Reinhardt, Ward 4 Council Member
Glamy block.
1. CALL TO ORDER
A meeting of the Plymouth Housing and Redevelopment Authority was called to order by Chair Brown
on March 29, 2000 at 7:05 p.m.
Chair Brown shared the vision of the HRA for modest cost hnrsing. He then introduced the Board and
Stats. The meting was then turned over to HRA Superviso: L. ildsmith who presented the background
and the proposals for Outlet D.
Members of the audience asked the following questions:
Has the City already acquit d the property? No it has not.
Who is the present owner? The state now owns the property, under the control of Hennepin County.
The City gets first right of refusal and if they do not buy it then the County would put it up for public
auction.
What is the HRA's dollar investment in the project? It is very minimal so far. If the HRA purchases
it from the County there will be costs in designing the homes, etc.
How will the HRA choose the people who will live in the homes? It will be based on preferences that
would include living or wonting in Plymouth.
Can zoning on a property be changed at any time? Yes, upon application to the City and approval of
the City Council.
Is this situation the fault of the developer! He chose to provide open space such as this Outlet. The
Association was never kept up. The City doesn't.know what happened.
Why weren't residents notified about the tax forfeiture? The County follows state statutes;
notification of neighboring property owners or numbers of a homeowners association is not required.
The County does not notify the City until the forfeiture process is completed.
Why are we considering this when green space has been so important to the City? The City does
have an aggressive green ice plan and the City has identified open space to be preserved. This.
property is not included in the plan. Affordable horsing is also a great need and important to the
City.
Plyrnouth amusing and RedrMopment Authority
M=b 16.2000
ftF 9
What we options for this Outlot other than building hones on it" Parks are not interested in the
property because they have a park not far from the site and this property does not neer City park
standards.
Can the homeowners still forth an association? It woula be very difficult to do it after the fact.
Legally it is very hard to do.
Can't the City buy the land and divide it between the neighbors. Under state statutes the County can
only do this if the land can not be developed. This Oudot can be developed. The City can only
acquire the property from the County for a legally defined "public purpose".
How can the homeowners stop this and get their land back? State statute does not appep- to have a
procedure to undo a tax forfeiture in these circumstances. The County should be costa. J and legal
counsel may, be needed.
Why was the County not represented at this meeting? The purpose of this streeting was to discuss the
HRA proposal.
What will happen to the strip of land that is not included in the buildable portion? The HRA has not
included it in the proposal. It could be split between the two neighbors.
When land goes up for public auction do homeowners have fust bid? Only if the land is not
developable, after the City considers it.
Did the County say the land could not be developed? Homeowner had e-mail from Laurie Ahrens
stating this was the case. We don't know the basis for this statement.
Can a damage deposit be required for improper drainage on certain properties? There was concern
about existing erosion becoming a larger problem with more development. The HRA would look at
the drainage problem if we go ahead with the project.
Can access to assessment records be had? Assessed values are available on the Hennepin County
Web Site. HRA Supervisor Goldsmith pointed out where the lower assessed homes are located.
Associations were discussed but their association does not legally exist. Annual reports were not
filed with the Secretary of State as required by law. The Association was statutorily dissolved. The
City is not involved in any homeowner association.
A question was asked about how be.-. would be removed frotn a neighbor's property without being
able to use the Outlot as an access? It was explained that the Oudot is not supposed to be used for
that purpose.
Values of homes in the area were discussed and most felt the value of their home would go down.
They said they paid more for their homes because of tbe Outlot open space. They want the land to
remain empty. They want the HRA to provide them with assessed.values of hooses in the area
When will this project happen? If the HRA goes forward with 4-5 homes, rezoning would be
necessary. Plans would Breed to be prepared, title work done. Rezoning takes at least 90-120 days. II
would probably not happen this year.
Would City cover losses if values go down? No.
Ply—th Homng and BedeaeWPNM Autimly
Much 16.2000
P4F uo
How much will the County charge the HRA for the land? The minimum price is 540,000 plus other
County costs.
Subsidized housing was questioned and how many people would live in a house. They will be paying
their own mortgages and their incomes could range from the mid 520,000's to 560,000 depending
upon family size. The HRA programs required people to pay back any subsidies at the time they sell
the property. The HRA could apply occupancy standards in selecting buyers, but there are no laws
regulating the number of "family members" in a home.
What is the quota for affordable housing in Plymouth? There is none.
Is it worth it to get 4 or S new families and make 30-40 mad?
How would we require people to keep up their property? We w ouid place restrictions on the use and
upkeep of the property similar to the ones established for homeowners associations.
Where are there HRA homes that people can look at in the City? There are sites scattered throughout
the City but for privacy reasons we carrot disclose the locations.
Questions were asked regarding the pond near the proMty. Some are afraid they arc losing it now
r. %t something needs to be done. The HRA will refer this to the City Engineer.
A suggestion was to build 2-3 houses rather than 5-6.
The training for the homebuyers was questioned as to why people would need this if they are
qualified to own a house. The training would be for first time homeowners to familiarize them with
the requirements of homeownership.
Why can't the outlot be given to the Park Department and remain undeveloped? The City would
become responsible for maintenance of the property.
Will the homes have decent.lots or do we plan to flatten all the Iand. The hillside will remain and
every effort will be made to retain the existing contours of the land.
How will the homeowners be able to affordmaintenance costs? Does the HRA help with that as
well? The mortgage company takes this into consideration when calculating the families' total
housing costs. The HRA also has home repair and rehabilitation assistance for qualifying
homeowners anywhere in the City.
The text meeting will be April 13 at 7.00pm in the Council Chamber at City Hall. All HRA meetings are
open to the public.
Meeting adjourned at 9:1 Spm
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S.
MEMO
CITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447-4218
DATE: April 3, 2000 for ing and Redevelopment Authority M%v- hng of April 13, 2000
TO: Anne Huriburt tive Director
FROM: Edward Goldsmith, HRA Supervisor
SUBJECT: Outiot D Bass Lake Heights Addition
On March 2e the HRA Board met with neighbors to C utlot D Bass Lake Heights AJdition.
Approximately 35 households were represented at the meeting or had submitted comments to the HRA
prior to the meeting. A total of approximately 120 neighboring property owners had been invited !-% the
meeting lam raised by the neighbors attending the mating were as follows:
Tax forfeiture process: Lack of any notice to the Bass Lake Heights homeowners of the
assessments due and the subsequent forfeiture action by Hennepin County.
Loss of open space:
Loss of an amenity that was intended to be permanent.
Impact on value of surrounding properties.
City no longer requires this to remain open space.
Impact of proposed development on the site on surrounding property:
Impact on surrounding property values.
impact on traffic safety on Pineview.
Impact of run-off from impervious surfaces to existing drainage into Bass Lake.
Impact upon neighborhood security.
Current drainage and run-off issues affecting erosion and water quality on Bass Lake.
Continuing to pursue development of the site would require that the HRA pay the homeowners in the Bass
Lake Heights Additions 1, 2, and 3 for the value of the easements granted to than on Outlot D and other
costs to clear title to the property. Because of the Imp number of easements, the HRA would most likely
need to use its power of eminent domain to condemn them to clear title to the property. The value of these
easements is unknown at this time. An appraiser would need to be hired by the HRA in order to
determine an estimate of the value of these easements. Legal and appraisal fees to pursue a condemnation
are estimated at from $15,!100 to $20,000.
Some of the issues raised by the neighbors to the site pose considerable uncertainty as to the City's
willingness to grant the rezoning necessary and could require additional costs in development of the site.
While I believe that we could affirmatively respond to most of the issues raised by neighbors to the site the
uncertainty of obtaining a rezoning, the compromises that would be necessary, and the amount of HRA
time, effort, and fluids that would need to be expended do not warrant further consideration of this site for
development.
1 recommend that the HRA Board adopt the attached Resolution discontinuing Its efforts to acquire
the site and advising Hennepin County of this decision.
HRA Resoluder Na 2000 - 04
Discentlnnation of the HRA's Efforts to Acquire Outlet D Baa Lake Heights Addition fromHennepinCounty
WHEREAS, the Plymouth Housing and Redevelopment Authority has been considering acquisition ofOudotDBass :aloe Heights Addition for dew-lopment of modest cost single family housing; and,
WHEREAS, there exists considerable uncertainty as to the ability to obtain the required re -zoningnMssaryforproposeddevelopmentonthesibs; and.
WHEREAS, the resources necessary to moat concerns over development of the site aad the expectedcostofacquisitionofthepropertymaynotbejustifiedbytheeventualdevelopmentofthesite;
NOW, THEREFORE, BE IT HEREBY RESOLVED BY THE HOUSING ANDREDEVELOPMENTAUTHORITYINANDFORTHECITYOFPLYMOUTH, MINNESOTA thatfurtheractionsbytheAuthoritytoacquireOutlotDBassLakeHeightsAdditionfromHennepinCountybeimmediatelyterminatedandthattheHRAExecutiveDirectorisherebydirectedtoadvisetheappropriateHennepinCountyofficialsofthisactionandtowithdrawtheAuthority's offer topurchaseOutlotDBassLakeHeightsAddition.
Adopted by the Plymouth Housing and Redevelopment Authority on April 13, 2000.
Here's a few suggestions on the revised vision:
VISION STATEMENT
The Plymouth Mousing and Redevelopment Authority is a major contributor to
the maintenance and development of an economically healthy and diverse
community by:
Soppankg quality at%rdable housing.
Enwft a variety of at%rdablejlifo-cycle housing choices dispersed throughout
the City for residents and pe )ple who work in the community.
Maiosotning the existing gpndobk housing stock.
Redewtoping older commercial buildings and areas of the community in a timely
fashion.
Acquiring additional resources to address affordable housing and redevelopment
issues.
Working in partnership with citizens, businesses, the City Council, and other
organizations
1)
Y.
MEMO
CITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447
DATE: April 6, 2000, for Housing and Redevelopment Authority Meeting of April 13.:000
TO: Anne Hurlburt, Executive Director
FROM: Edward Goldsmith, HRA Supervisor ZX
SUBJECT: HRA Strategic Plan
J
At the March HRA meeting we reviewed the Result Area Priorities. Based upon this review, 1 am
recommending that the term "Priority' be deleted from the "Result Area" categories, as indicated
below. I haveincluded the entire Result Area section for any final review and comments from the
Board. Because of the overlapping nature of the level of need of each of the Result Areas and the
varying need for resources, a more accurate indication of the relative emphasis to be placed on each
of the Result Areas would be to simply list than as numbers 1, 2, 3, and 4 without implying that any
one Area has a priority over another.
The Commissioners confirmed at the February and March meetings that these priorities may often
be closely related and complimentary and should not be interpreted as absolute rankings. The
rankings should not be used as an indication of relative need, but should be used as a guide in
proportioning available resources among the Result Areas. The rankings are to be used as a means
of demonstrating the relative importance of each area and level of attention to be devoted to each,
but not necessarily the level of resource allocation. Based upon this, a lower ranking Result Area
with a need for greater resources could receive a higher level of resource allocation than a higher-
ranking one. Resource allocation should be determined by the relative need of each Area within the
context of the relative rankings.
Result Area 14iw*v # l: Affordable Housing
Objective Preference A - Whenever possible encourage and assist with the private and
nonprofit development and preservation of affordable housing in the City.
Objective Preference B — Take advantage of opportunities as they occur to directly acquire
or facilitate the private acquisition of sites for affordable or mixed affordable -market rate
housing.
Objective Preference C — In instances where the private sector is not able to or doesn't
provide needed types of affordable housing the HRA will develop, own, and manage such
housing as necessary.
Result Area J4464& # 2: Redevelopment
Objective Preference A - Identify and target specific areas for redevelopment, establish
schedules, and rely primarily on private market financing with limited public financing when
justified.
Objective Preference B - Encourage developers to propose redevelopment projects without
targeting by the City or HRA.
Objective Preference C - Aggressively use tax increment and other forms of public financing
to accomplish redevelopment based upon established schedules.
Resp. t Area lir " # 3: Economic DevelopmenVBusiness Climate
Objective Preference A - monitor the health of the City's economic base and business
climate. React as necessary to respond to weaknesses in the local economy and business
climate.
Objective Preference B - participation in workforce development programs focusing on the
relationship of affordable housing Z d transportation to employment.
Objective Preference C - development of a promotional process to respond to businesses
interested in locating in Plymouth, provide information that is useful for current businesses,
and participate in collaborative efforts to promote the use of City fee generating facilities by
local businesses, especially those in the hospitality industry. Example: Hotels promoting use
of the City's Field House, Ice Center, LifeTime Fitness, City's transit services, especially
Dial -A -Ride.
Objective Preference D - use CDBG funds for eligible economic development activities as
necessary.
Objective Preference E - determine if there are certain types and concentrations of
businesses to encourage to locate or expand in Plymouth
Result Area 444or ry # 4: Human Services
Objective Preference A - Primary focus should be on allocating CDBG funds for services
directly related to housing and family self-sufficiency.
Objective Preference B - Determine needs for services and related facilities within the City.
Objective Preference C - Consider the full range of participation incljiding serving as the
City's lead agency in soliciting, contracting, coordinating, collaborating with, and evaluating
human service providers serving the City, and administering the allocation of local City
funds for human service programs.
Unresolved issues raised during the strategic plan discussions have included:
The extent to which local funds, condemnation powers, involuntary relocation of residents
and businesses should be utilized in support of the Result Areas and Objectives.
Use of the Plymouth Economic Development Revolving Loan Fund, which will be funded
shortly from repayment of the Minnesota Department of Trade and Economic Development
DIED) loan to ValueRx,
The relationship of the strategic plan to the City's proposed new Comprehensivc Nan.
The Result Areas correspond to three of the six objectives identified in the 1995 HRA Strategic
Plan. Additional objectives identified in the 1995 Plan include:
Communications - Improve the understanding of the HRA, its functions and activities by
residents and city officials.
Relationship with HUD - Effectively respond to HUD program and funding requirements.
Fuming - Identify Funding Sources to Implement HRA Activities
Cemmissioner Henderson submitted the following Mission Statement Revision A. I have drafted an
additional Mission Statement Revision B. Commissioner Henderson also drafted the revised Vision
Statement with one addition to the first line by me,
Y.
MEMO
CITY OF PLYMOUTH
3-.10 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447
DATE: April 6, 2000, for Housing and Redevelopment Authority Meeting of April 13, 2000
TO: Anne Hudburt, Executive Director
FROM: Edward Goldsmith, HRA Supervisor 7 tW
SUBJECT: HRA Strategic Plan .
l
At the March HRA mating we reviewed the Result Area Priorities. Based upon this review, l am
recommending that the term "Priority" be deleted from the "Result Area" categories, as indicated
below. I have included the entire Result Area section for any final review and comments from the
Board. Because of the overlapping nature of the level of need of each of the Result Areas and the
varying need for resources, a more accurate indication of the relative emphasis to be placed on each
of the Result Areas would be to simply list them as numbers 1, 2, 3, and 4 without implying that any
one Area has a priority over another.
The Commissioners confirmed at the February and March meetings that these priorities may often
J be closely related and complimentary and should not be interpreted as absolute rankings. The
rankings should not be used as an indication of relative need, but should be used as a guide in
proportioning available resources among the Result Areas. The rankings are to be used as a means
of demonstrating the relative importance of each area and level of attention to be devoted to each,
but not necessarily the level of resource allocation. Based upon this, a lower ranking Result Area
with a need for greater resources could receive a higher level of resource allocation than a higher-
ranking one. Resource allocation should be determined by the relative need of each Area within the
context of the relative rankings.
Result Area P#4w*v 11 1: Af%rdable Housing
Objective Preference A - Whenever possible encourage and assist with the private and
nonprofit development and preservation of affordable housing in the City.
Objective Preference B — Take advantage of opportunities as they occur to directly acquire
or facilitate the private acquisition of sites for affordable or mixed affordable -market rate
housing.
Objective Preference C — In instances where the private sector is not able to or doesn't
provide needed types of affordable housing the HRA will develop, own, and maim such
housing as necessary.
Result Area Pfierity0 2: Redevelopment
Objective Preference A - Identify and target specific areas for redevelopment, establish
schedules, and rely primarily on private market financing with limited public financing when
justified.
Objective Preference B - Encourage developers to propose redevelopment projects without
targeting by the City or KRA.
Objective Preference C - Aggressively use tax increment and other forms of public financing
to accomplish redevelopment based upon established schedules.
Result Area Priox*'v # 3: Economic DevelopmentBusiness Climate
Objective Preference A - monitor the health of the City's economic base and business
climate. React as necessary to respond to weaknesses in the local eccnomy and business
climate.
Objective Preference B - participation in workforce development programs focusing on the
relationship of affordable housing and transportation to employment.
Objective Preference C - development of a promotional process to respond to businesses
interested in locating in Plymouth, provide information that is useful for current businesses,
and participate in collaborative efforts to promote the use of City fee generating facilities by
local businesses, especially those in the hospitality industry. Example: Hotels promoting use
of the City's Field House, Ice Center, LifeTime Fitness, City's transit services, especially
Disk-A-Ride.
Objective Preference D - use CDBG funds for eligible economic development activities as
necessary.
Objective Preference E - determine if there are certain types and concentrations of
businesses to encourage to locate or expand in Plymouth
Result Area A%Wrifv # 4: Human Services
Objective Preference A - Primary focus should be on allocating CDBG funds for services
directly related to housing and family self-sufficiency.
Objective Preference B - Determine needs for services and: facilities within the City.
Objective Preference C - Consider the full range of particir....on including serving as the
City's lead agency in soliciting, contracting, coordinating, collaborating with, and evaluating
human service providers serving the City, and administering the allocation of local City
funds for human service programs.
Unresolved issues raised during the strategic plan discussions have included:
The extent to which local funds, condemnation powers, involuntary relocation of residents
and businesses should be utilized in support of the Result Areas and Objectives.
Use of the Plymouth Economic Development Revolving Loan Fund, which will be funded
shortly from repayment of the Minnesota Department of Trade and Economic Development
DTED) loan to ValueRx,
The relationship of the strategic plan to the City's proposed new Comprehensive Plan.
The Result Area correspond to three of the six objectives identified in the 1995 HRA Strategic
Plan. Additional objectives identified in the 1995 Plan include:
Communications - Improve the understanding of the HRA, its functions and activities by
residents and city officials.
Relationship with HUD - Effectively respond to HUD program and funding requirements.
Funding - Mentify Funding Sources to Implement HRA Activities
Commissioner Henderson submitted the following Mission Statement Revision A. I have drafted an
additional Mission Statement Revision B. Commissioner Henderson also drafted the revised Vision
Statement with one addition to the first line by me.
J
Plymouth Housing And Redevelopment Authority
Mission Statement
Current: The Plymouth Housing and Redevelopment Authority will promote and assist in the
creation and maintenance of a variety of affordable, life -cycle housing opportunities for
low and moderate income persons. It will encourage Plymouth's economic vitality
through its active participation in the City's development and redevelopment activities.
Revision A: The Plymouth Housing and Redevelopment Authority is responsiblefor the economic
health and vitality ofthe community.
The Housing Authority promotes and assists in the economic health of the community
through the creation and maintenance of affordable life -cycle housing. The Authority
encourages economic vitality through its active participation in the City's development
and redevelopment activities.
RevisionB: The Plymouth Housing and Redevelopment Authority promotes and contributes to the
economic health of the community through the creation and maintenance of
affordable, life -cycle housing, and active participation in the City's development and
redevelopment processes.
VISION STATEMENT FOR '1'116 YEAR 1nnn loeyis
By flie ym 2000,41he Plymouth Housing and Redevelopment Authority w4 -bail a major
contributor to creating an economically healthy and diverse community:
Which is supportive of quality affordable housing.
That offers a variety of affordable life -cycle housing choices dispersed throughout the City for
residents and people who work in the community.
Where the existing housing stock has been well maintai
Where some older commercial buildings and areas of the community Neva -beam redeveloped
io -alimelJasbion.
Which hes-acquired additional resources to address affordable housing and redevelopment
issues.
Where the HRA works in partnership with citizens, businesses, the City Council, and other
organizations
1 recommend that the Board review and discuss the above, especially the relationship of the
unresolved issues and the Objectives Identified In the 1995 HRA Strategic Plan to the HRA's
current strategic planning proem to give staff direction as to whether and where to
incorporate these Item Into the revised Strategic Plan.
10J."A Y/110 YIOr1i
b.
MEMORANDUM
To: Anne Hurlburt
Ed Goldsmith
From: Melody Burnham, Housing Manager, Plymouth Towne Square
Date: April 2000
RE: PTS Monthly Report for February 2000
April Newsletter (attached)
March Resident Council Meeting Minutes (attached)
Monthly Financial:
February Financial St2tements (attached)
Revenue/Garage reflects one garage space empty for 1 month
Revenue/Laundry reflects crowing
Revenue/Misc. Reelects only one car using outside plug-in
RS/Programs reflects special Valentines Party
RS/Supplies reflects large order of paper supplies
PO/Supplies reflects softner salt order and extra paint for capital painting
POITrash reflects new company not billing on time
GA/Postage reflects stamps for mailing waiting list
GA/Supplies reflects reclassification
Occupancy/Marketing:
97 units leased plus 2 caretaker units
Plant Operations: (March)
7 Pest Control Companies in bldg to submit bids for next years contract
Cleaning of Chandelier and wall lights in center of bldg
Staff swept Garage with new tractor
Received bids for roof leaks - submitted them to Greg O at Walker
Hot Water repair for Apt 211
Security Phone System temporarily out of order - fixed
Resident Services: (March)
Blood Pressure Check
St. Patrick's Day Party
Catered Lunch from Countryside Cafd - 46 residents served
Resident cooked and served lunch to residents
Special Sing Along
Josephine's. apparel came
Goals Achieved this Report Month: (March)
Sent out letters to applicants on Waiting List
Heid second catered lunch -.
Attended several meetings at corporate
Sent letter out regarding no "hot Tub"
Goals for next month: (April)
Call Waiting List applicants who did not send back cards
Plan activities for May (Seniors Month)
Speak to residents daughrer regarding residents increasing alzheimers
cc: Donna Flaata
RESIDENT COUNCIL - March 9.2000
Members present.- Jim Grange, Pat Lambie, Ben Kelley, Art Hallberg, Ruth Clark, Thelma
Paine, Ed Hansen, Melody Burnham and Kathy Boesen.
Jim Grange called the meeting to order.
Minutes from the last meeting were approved.
Melody went over the Resident Fund. Balance is S 1,342.63.
MANAGEMENTS REPORT_
Melody talked about the last meeting and about how if someone has a personal grievar c
it should be brought directly to the office, not aired in front of the Resident Council.
All material in our office is confidential.
As the housing manager of PTS Melody has the right to help someone find another
facility to live in if they are not satisfied with their home here.
A new flag for the front of the building will be donated from Lil Niggeler.
We will not be putting fluorescent strips on the posts in the garage.
There now is a pencil sharpener in the Activities room.
We have not as yet purchased a short hose for the kitchen storage sink.
The kitchen and the Activities Room will be painted.
The outgoing resident council members are Pat Lambie, Ruth Clark, Ed Hansen asst Art
Hallberg. These council members will be the Nominating Committee to put together a
ballot for resident vote.
COMMENTS
Purchasing a new exercise tape for the Activities Room.
Residents support of the Pancake Breakfast.
Dealing with false rumors that others are passing around.
Chains in driveway behind the building.
Sensor light installed in the back of the building.
Plug-in installed in the AR above the counter.
Windows installed in both of the AR doors.
Maybe a pencil and paper be put by the suggestion box!
A bird blah for the front was suggested. Who would be in charge of it?
OLD AND NEW BUSINESS
A council member asked if they should listen to residents complaints. Yes and they
should also write it and put it in the suggestion box.
The rules for the flowers for Hearts and Memorials were discussed. if someone returns t
the hospital within 7-10 days of there last visit, flowers should not be sent again.
We have not found a cart for the bingo equipment. Kathy will call a cabinet maker and
get an estimate for building one.
The minutes for any meeting since the Resident Council started, are in the office.
The garden plots will be redone this year. The plots will also be free to residents. Maria
Goodacre is in charge of the gardens.
There seem to be lots of soap suds left in the laundry tubs from people using too much
J soap. (This will be posted in newsletter). The money from the washers and dryers go int
the Walker Operations Fund.
Meeting was adjourned.
MONTHLY OCCUPANCY REPORT
PLYMOUTH TOWNE SQUARE
MARCH 2000
2000 1 JAN I FEB INL414 APRInj JUN I JUL JAUGI SEP JOCTINOVI LE3 TOTAL
MARKETING:
01 01 0
Rmrwed
MIND
A Note from Melody:
Spring is hereto! Have you noticed how many robins and redpoles are back.
Leah Jennings has been feeding the birds out by the benches. They are really
fun to watch.
We have several events taking place in April. In mid-April, the garden plots
in the -front will be totally redone. The timbers will be taken away and they
will be replaced by professional paving blocks. This will be ready and
redone in plenty of time to plant for this summer's harvest. Marion Goodacre
will once again be our Garden Chairperson and there will be a sign. up sheet
on the bulletin board if you would like to have a small plot. The plots will be
divided according to how many residents want to garden.
Then the last week of April we will be having our windows washed on the
inside and out. We are trying a new company this year and are very excited
about them. The company is from Ely, MN and the group comes down
specifically to wash windows. One of the other Walker facilities has been
using them for several years and they have been very pleased. Hope yot.
enjoy getting the dirt off in time to enjoy the summer.
Next month is National Seniors Month so I suggest that you rest ur and g.
ready to have some fun times again this year.
SPRING AHEAD
DON'T FORGET THIS SUNDAY, APRIL 2, WE START ON DAYLIGHT
SAVINGS TIME. REMEMBER TO SET YOUR CLOCKS AHEAD.
ATM g
As many of you might know, I worked with volunteers at St. Therese Care
enter, before coming to PTS. It gave me a new appreciation of people
and young adults taking their time no matter how small, to do something
for others. Many of these volunteers truly gave from their hearts. Often
times we become so set in our lives that we forget about the need out there
or here to do something to lighten the load for others. I just want to tell all
of you who help us out in the many, many, many ways you do and share
yourselves, that we, your staff deeply appreciate every bit of time you
donate for us and others. These are acts of kindness, when you give of
yourselves. THANK YOU ALL FROM THE BOTTOM OF OUR HEARTS - NOT
JUST DURING THIS VOLUNTEER APPRECIATION MONTH, BUT ALWAYS.
WE COULDN'T DO IT WITHOUT YOU!
Coffee makers
Coffee pot cleaners
Special notice delivers
Ticket sellers
a •
e
Resident council members ( e
Bakers
Get together leaders •
Decorating
Dining room centerpieces
Berry sauce maker
Sunshine lady
I'm ok checkers F
Library
Plant waters
Towel washers
Garage cleaners
Shoppers
Pancake committee
o Bingo organizers
O Kitchen volunteers .
Garden committee
Sing along committee
Food prepares
THANK YOU -THANK YOU -THANK YOU
J WHAT WOULD THE WORLD BE LIKE WITHOUT VOLUNTEERS??????
d L 7 d I lw:w l
Wednesday, Apri819ta
7ic4sts Ara $0.00
Creamy cAk4en wi8d rice soap
eorn ataElim
Straw0wry saorica4a
coned
Upcoming May Mom(A o0vents.
More wi@8 Of added!.
May 9A- Sadad And Aat OancA
May . y 10" • (span Boase PByiwoatS
cree4 Center
May 24M - NortAwast Singing Seniors
May 31l - coantrysid a Oafs'
Noon Lanc/i
w
APRIL 28, 20.00
Frida
10:00-2:00 p.m.
MARK YOUR CALENDARS FOR THE BIG SALE
Invite your family and friends for the New and Used Sale here in the -dining
room. Sponsored by Ruth Clark and her niece, Barb.
AVON EXTRAVAGANZA SALE
Tuesday, April 25.'
11:00 -1:30 p.m. in the dining. room
LOW . LOW,, LOW PRICES
Avon lady retiring!
Invite your family and friends!
What is blood pressure?
Blood pressure is the result of two forces. One is created the heart
as it pushes blood into the arteries and through the circulatory system. The other
is the force of the arteries as they resist the blood flow.
What do blood pressure numbers indicate?
The higher (systolic) number represents the pressure while the heart is
beating.
The lower (diastolic) number represents the pressure when the heart is
J resting between beats.
SPECIAL BREAKFAST
April 22, 2000 8:30-10:00 a.m.
2.00
Egg strata dish - Cinnamon rolls
Y Fruit - Coffee and juice
1r
Thanks Pancake Committee for the great job!
LP record player, 2 speakers, control unit with stereo
radio and about 50 LPS. BEST OFFER
45 records with old time music. Plus 30's and 40's
music. BEST OFFER
Call Bill Lambie, 577-0131 in apartment 132
PLYMOUTH CREEK CENTER
OPEN HOUSE
u , iG i,' , i,., May 15"'
Lunch reservations must be made by May 81'
Cost is $5.00 - call 509-5280
Entertainment - Tours of the building - Demonstrations
r
s
PASSOVER
April 20, 2000 (starts at sundown on the 19`h)
Passover is the first of the major Jewish festivals mentioned in the Bible and is the most beloved
of all holy days. More families celebrate Passover, an 8 -day festival, iilian any other holiday. It
commemorates the deliverance of the children of Israel from Egyptian bondage and also recalls
complete with the 10 plaques) the story of their exodus from Egypt. Jews feel that it is a
commandment to retell the story which begins in slavery and ends in freedom.
Passover is truly a family holiday because of the importance of conveying the story and meaning
of Passover to the next generation. This is done on the first two nights at the Seders with the help
of the Haggadah. (This year the first Seder is celebrated on the evening of April 19). Children are
an integral part of the Seders. It is the youngest child's role to ask the Four Questions; others look
for the Afrkomen, open the door for Elijah the Prophet, and sing songs of praise. Children prepare
for the evening with new clothes. They anticipate being able to stay up late and the feeling of
importance that comes from actively taking part in this significant aspect ofJudaism. Through this
experience, Jews are reminded of basic truths and strengthen family ties.
ttt
Easter is the Sunday that celebrates the resurrection of Christ and is one of the most holy days in
the calendar of Christian churches. The Easter message is one of hope and victory over death, for
it recalls that Christ rose from the dead on the third day after his crucifixion. Easter symbolizes the
love of God and the promise that men's souls are immortal. Easter was celebrated at different
times by the early Christian churches until 325 AD, when the Council of Nicaea fixed the day as
the first Sunday after the first full moon after March 21. Easter can come as early March 22 or as
late as April 25. It is believed that the Council probably set the date of Easter to fall near the time
of a full moon so that pilgrims journeying to worship might have moonlight to help them find their
way. The name "Easter" comes from Eostre, an aipcient Anglo-Saxon goddess originally of the
dawn. In pagan times, an annual spring festival wa% held in her honor. Some Easter customs have
come from this and other pre -Christian festivals. Others come from the Passover feast of the Jews,
observed in memory of their deliverance from Egypt; The word "paschal" that means belonging
to Passover or to Easter. Formerly, Easter and the Passover were closely associated.
The resurrection of Jesus took place during the -Passover. Christians of the Eastern church initially
elebrated both holidays together. But the Passover can fall on any day of the week, and
Christians of the Western church preferred to celebrate Easter on Sunday, the day of the
resurrection.
i b
Green. Black and Red: the tea -total evidence
Green tea is a likely choice these days for people looking for health benefits
from their beverages. But new research indicates that all tea is good for you,
as long as it comes from the leaf of Camellia sinenis-as do all green, black,
and red teas. Herbal teas are another matter entirely: it's unlikely stat any of
them have the great combination of health -promoting chemicals contained in
the plain old tea that people have been consuming for thousands of years.
Here's some background on tea. Once strictly an Asian crop, tea is now
grown in mountainous areas of South American, Africa, and Turkey as well.
But it's all the same plant. Whether it turns out to be black, oolong, or green
depends on the processing. Green tea is the favorite tea in Asia; black is
preferred in Europe and the Americas.
The chemicals that make tea a potential protector of health are called
polyphenols; these may have anti-cancer effects as well as heart benefits.
Though green tea was once thought to have the most polyphenols, it turns out
that black tea has a similar amount. The polyphenols in both green and black
teas have antioxidant activity -that is, they help deactivate cell -damaging free
radicals. Indeed, one study found that tea leaves have more antioxidant
power by one measure than kale or strawberries, on a dry -weight basis. But
don't conclude from this that you should give up fruits and vegetables in
favor of tea. In fact, exactly what these tea antioxidants do in the human
body is still to be determined. One study of 35,000 postmenopausal women
found that consuming at least two cups of tea daily cut the risk of digestive
and urinary tract cancers. It is possible that tea protects against cancer only
in people who (a) drink huge amounts of it and (b) are at high risk for cancer
because they have a poor diet.
Remember this: After water, iea is the most commonly consumed
beverage in the world. Thus, while tea may have health benefits, it
clearly is no panacea. Stomach cancer, for example remains a major
killer in China and Japan, where the highest amounts of greet: tea are
consumed. But the evidence keeps mounting that tea has health benefits.
Think 1!l'it as a backup to a healthy diet and an adjunct to regular
exercise and other good health habits - not as a miraculous potion that
will keep you well by itself. Ifyou smoke, for example, tea won't protect
You from the dangers.
1.
According to a test conducted at a lab for Consumer Reports, the teas
with the most antioxidant power are brewed from loose leaves or tea
bass. Next come instant teas, and then bottled. Bottled teas are usually
highly diluted: lots of water and sugar, not much tea.
Steeping tea for three to five minutes releases the highest level of
antioxidants.
It's .fine to use milk in tea, if you like it. You may have heard that milk
y_ `-
Finds" some of the beneficial polyphenols in tea, but this has not
proven to be the case.
1'ea is good for your teeth. Black teacontains enough :tluoride to help
prevent tooth decay, and green tea contains twice as much.
Apart from fluoride, tea contains only a little potassium, traces of other
minerals, and a little folic acid. Unless you add sugar or honey, tea has
just two calories per cup.
Green, black and red teas contain caffeine, about 40 milligrams per
cup, on average, which is less that half the amount in a cup of brewed
coffee. Caffeine content varies, depending on how much tea you use
and how long you steep it.
It'x unknown whether decaffeinated teas have the same polyphenols
and thus the same potential health benefits as regular teas.
Herbal teas do not have the benefits of regular tea.
Though tea is now turning up in bath gels and other beauty products,
it's doubtful that applying tea to the skin does any good.
The above information was taker_ from the March 2000 University of
California, Berkeley "Wellness Letter".
J.- RC1`
That the grocery carts are to be returned to the basement when you are finished, not put
in the elevator and sent down by themselves. (They have a hard time walking off the
elevators by themselves)!!! Please also return all carts as soon as you are finished with
them so others may use them.
That there is a $15.00 late fee if the office does not receive your rent check before the 5'h
of the month. This is stated in your apartment lease.
If you have been in the hospital and you do not wish to have flowers from PTS, when
you get home, please tell the office. The new Hearts and Memorial policy for flowers
was set up by the Resident Council. If a resident has returned to the hospital within Ito
10 days, flowers will not be given.
That all new door decorations have to be sprayed with fire retardant. Fill out a work
order.
That it isn't necessary to use a lot of soap in the clothes washers. There are machines
left with suds in them when some residents are finished washing. If you notice suds
when you're finished, please wipe out the machines.
That you may bring the vases from your PTS flowers to the office and we will recycle
them back to Dundee.
That the great decorations in the dining room were done by Audrey Grange! Thanks
Audrey it looks so springy.
That Bill Burmaster makes the men's coffee on Tuesday's and Leah Jennings makes
coffee on Thursday's for resident's coffee. Thanks to both of you for taking your time to
do this so that others can enjoy this coffee hour.
That the week of April 9 -15th is National Volunteer Week!
That the NEW BEAUTIFUL AMERICAN FLAG was donated by the VFW and the
Niggeler family. Thanks Lil! Great Size!!!!
There is no way to happiness! Happiness is a way!"
That one of our in-house artists, Mickey Larson will have two of her paintings displayed
April 14th from 5-8:00 p.m. and April 15th from 10-4:00 p.m. at the Plymouth City Hall.
This is a free open house.
That if Melody or Kathy are on the phone and someone even whispers in the office, that
they have a hard time hearing the person on the phone.
Easter is the only time when it's perfectly safe to put all your eggs in one basket."
That the caretakers do not work on the weekends and that they do not have to sit in their
apartments waiting for calls. If you have an EMERGENCY - please call the on-call
caretaker. If you cannot reach them, call Walker 612-827-593 land have the on-call
caretaker for
That if your apartment lights go out, just set
the Reset Button.--------------------------------- IE
That if you use the grill and the tank is empty, call Jerry Wegener in apartment 317,
phone number is 557-7091.
ARDIS FUNDER
MARGUERITE LUCAS
JOHN HACKETT
PERIE SMITH
MELODY BURNHAM
LOIS CHRISTENSON
STELLA KROUT
DONNA KNISLEY
DOROTHY TELL
KATHRYN LENTS
ETHEL LARSON
PHYLLIS LAMBERT
BILL LAMBIE
CLARICE SEVERSON
N
5
11
12
12
14
15
15
18
21
22
24
25
26
28
Apt. 107
Apt. 224
Apt. 312
Apt. 209
xxxxxxxx
Apt. 126
Apt. 307
Apt. 304
Apt. 235
Apt. 323
Apt. 118
Apt. 219
Apt. 132
Apt. 110
MOVIE MADNESS c• c•
APRIL 1sT- "LORD OF THE DANCE"
APRIL 9TH- "MR. TOM"
APRIL 15TH - "RIVERDANCE"
APRIL 22ND - "WHAT ABOUT BOB?" Comedy with Bill Murray and
Richard Dreyfuss.
APRIL 29m - "FAR FROM HOME" - The adventure of Yellow Dog.
The heartwarming story of friendship, adventure and courage.
J
v&LE
Watch the
NWHennepin Haman Services Council
Senior Forum
LIVE on Cable 12
Tuesday, April 11, 2000.
9:OOam
Cablecast livefrom the
Crystal Community Center
Featuring:
Tim Penny,
Former Congressman
Pete Wyckoff,.
Senior Federation Representative
also invited to speak
Govenor Ventura
To order a copy of the presentation
call (612) 533-8196
Cable 12 brings community events closer to you!
RESIDENT MEETING
March 23. 2000
Jim Grange called the meeting to order.
The pledge of alle:gJance was said..
Minutes were approved from the last meeting.
COMMITTEE REPORT
Garden Chairman - a note from Marian Goodacre was read that there will be a sign-up sheet on the
bulletin board for the garden plots, the beginning ,3f April. The plots will be free this year.
MELODY'S REPORT
The treasurers report was read. The balancein the resident fund is 51,335.19.
Media One will be here to add new equipment.
The tickets will be 52.00 and 52.25 at the door because of pancake flour and bevy sauce donations.
The new American Flag out. front was donated by the VFW and the Niggeler family.
Josephine's Women's Apparel will be here March 29''' from 10-12:00.
April 19d the Countryside Cafk will be here providing lunch. We are still in need of volunteer servers.
The tern for four resident council members will end in May and four more will be joining the committee
along with two alternates. Thanks to Ed Hansen, Ruth Clark, Pat Lambie and Art Hallberg.
A vote will go out to all residents whether or not the money can be taken out of the Resident Fund to
have a cart built for the bingo equipment.
The open house for the new Plymouth Creek Center will be May 15m. There will be a luncheon. tours,
entertainment and demonstrations.
SIDENT CONCERNS
The doors to the Activities Room will remain the way they are. Windows in the doors cannot be done.
Everyone must be cautious when opening the doors.
Melody will check on an extra outlet above the counter in the Activities Room.
The garbage chute on 20° floor accidently locked.
Everyone is asked to please leave the decorations alone in the dining room.
Melody will check on one of the Walker vans for PTS to use.
We will. see about getting an extra gas tank for the gas grill.
The men you seeon our roof are checking for roof leaks.
The March birthdays were read and cake was served.
Meeting was closed.
WINDOWS CLEANED - APRIL 24TH, 25TH, & 26TH.
Oooa Jos f f'I q 4L....
9c, -A . yo,, r in * aTe. "4 —vows
ca lumaoi.ale ,' d, IL agea,
my..ymdw& .,A de dtaaasy.,
Swaa." WM4 amy. P yow ,, f P.oae a" os a 4 d"e.
i• • s• s s _li=
The new Outlet Mall in Albertville will open in April.
Here is a list of stores that will be in the Mall.
Search
Outlets
By
Location
Store
Outlet Links
Order the
book on
Outlet
Shopping
New 10th
Anniversary
1999/2000
Edition
Free
Vouchers
e
Coupons
Fill out VIP
Survey
Contact
us
E -Mail
Outlets at Albertville
Albertville, MN
30 Miles Nath West of Minneapolis)
Telephone: 651-459-2880
Hours: Mon - Sat 10 - 9, Sun 11 - 6 Call for holiday & winter
hours.
Directions: Located at I-94 & Hwy 19, NW of Minneapolis, West
Bound take exit 202, East Bound take exit 201
Outlet Stores at this center:
Adidas
Big Dog Sportswear
Black & Decker
Bose
Carter's Childrenswear
Coming Revere
Dress Barn
Factory Brand Shoes
e Guess?
Jockey
e Kitchen Collection
Liz Claiborne
Mikasa
Naturalizer
Nike
Pfaltzgraff
Reebok
Rue 21
Springmaid Wamsutta
Totes / Sunglass World
e Van Heusen
a Warnaco / Calvin Klein
Jeans
e Welcome Home
Bass
Big & Tall Factory Store
Book Warehouse
a Brooks Brothers
Claire's
Cost Cutters
Eddie Bauer
Gap Outlet
e Harry & David
Jones NY
Veggs Hanes Bali Playtex
Liz Claiborne Shoes
Music For A Song
Nautica
OshKosh B'Gosh
a Polo Ralph Lauren
Rockport
e Samsonite
Tommy Hilfiger
Ultra - Jewelers
Vitamin World
Waterford Wedgwood
i
Wilson's Leather Outlet
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PLYHOUTII TONNE SQUARE
373.1 NRYANT AVENUE SOUTH
MINNEAPOLIS, IN 55409
F I NAL
FINANCIAL STATEMENTS • UNAUDITED
Feb 28 00
F"Odh Towns, Sauare
Cash NOW Ame"Is
T1vo 91onflis Ended February 21L 2M
YM YM Amusl
Actual 9udoe1 Variance 9udar
Revemm:
Remllncoms 5171,951 5172.784 S797) S79SA20
mvesbam 4legtls 10.297 9.751 542 61.597
Total Reeamm 142.294 142.175 T,49 5856.017
EqN nsss:
Activmas aM ResWem SoMoss 578 465 71 7655
HOUSel-aping 777 2,706 2.775) 1SASO
PWNOPMOM&I- - - rws 10.297 17,457 7,184) 7.87
UBbiu 10.182 14,871 OA52) 02,771
Ropenly 6 Rested 6.997 7.087 88) 47.779
General 6AdndIstim 0_ 17M InHI 2.065) 118.262
TOM npsg9rgEspsmsa 45.444 12271) 770A44
hlednte Wave hderUL DoMmiaUm 96540 64A60 12.780 523588
ONAmmtlntlm
Dspraelallon and MerltrWm Eapmse 75.152 78.044 292) 216,265
hrmw (lass) 01111011' 61,088 48AIS 12.072 709.704
interest Eqw m 4&708 48.708 0 288.416
4tet hems (100) 12 780 108 512612 E20.888
Ad mbaete to Cash Flow:
DaOmdabn 75.258 75.550 ISM) 5217.700
Maltze0on 494 494 02.965
Dau.9ncr.)inReceivables 1280 0 1,260 0'
Dew. (tea.) in Prepalds 1,571 0 1,571 0
Dw.) Im. in NP 8 Amwd Expeaes 18.9901 0 e.990) 0
Aoaued Real Estate Taxes 5.175 5.201 25) 72.490
AOaad l I id 48,708 48.708 0 28&417
Real Estate Tax Psymem 0 0 0 72.927)
Ce" Improvanems 11,585) 12.000) 415 27.000)
Unrlwtired Orprla0on Costs 0 0 0 0
Emu Cash Deposited wsh qty 0 0 0 0
Ospass0DOW Service Flad4hbicW I&708) 18.708) 0 101.500)
Deposb to Debt Servke Fund•Indmest 4870e) 48208) 0 28&417)
Imesaamednleretlli ms 10.147) 9.469) 674) 59.897)
Invesmtinte.Copital Improvmwnts 0.9501 4 OSO) 0 21O700
8ubtohl 11 58) 111.687) 776) 1.771
herew (Docrtlse) h1 Cash 122 1.774) 55.898 619
Cash Balance. 0 gi 18 of Yaw SUM 554.896
CashBaWm Follrllary29.11M IS 122
PLYMOUTH TOM= SOUARE
BALANCE SHEET
Fob 28 00
UNAUDITED
ASSKTS
CURRENT ASSETS:
PETTY CASH
CHECKING - OPERATIONS
SAVINGS SECURITY DEPOSITS
TOTAL CASH
ACCOUNTS RECEIVABLE -TENANTS
ACCOUNTS RECEIVABLE -OTHER
TOTAL RECEIVABLE
INTEREST RECEIVABLE
DEBT SERVICE INTEREST RECEIVABLE.
PREPAID INSURANCE GENERAL
PREPAID EXPENSE OTHER
TOTAL PREPAIDS
TOTAL CURRENT ASSETS
PROPERTY, PUNT, AND EQUIPMENT:
LAND
BUILDINGS & IMPROVEMENTS
LANAI IMPROVEMENTS
FURN 6 EOUIP - GENERAL
NOUIPMENT COMPUTER
FURN 6 EQUIP • HOUSEKEEPING
CRSS ACCUMUUITED DEPRECIATION
TOTAL PROPERTY, PIANT. a ROU111R.FN1'
OTIIP.R ASSETS:
INVESTMENTS -CONSTRUCTION FUND
INVESTMENTS-MORKING CAPITAL
INVESTMENTS DEBT SERVICE FUIiD
INYWiFTMHHTS-CAPITAL IMP.
UNAMORT 19.817 START UP COSTS
UNAMORTIY.EU ORGANIYArION COSTS
IHSS Af(JMU ATBU AMOP.TIZATInN
CURRENT BALANCE NET
MONTH 01:2/31/99 CHANGE
1,067.65 1,067.65 0.00
16,718.21 11,067.33 3,670.88
61,231.80 60,781.22 650.58
59,017.66 56,696.20 6,121.66
5.00) 69.00 96.00)
10.65 1,196.62
1,285.62
1,165.97)
75.65 1.259.97)
10,162.62 0.00 10,162.62
10,162.82 0.00 10,162.62
561.96 1,685.82 1,123.86)
726.21 1,131.05 606.86)
1, 28" IS 2,616.87 1.530.72)
70.672.28 56,998.69 11,673.59
659,267.00 659,267.00 0.00
x,630,518.23 5,630,518.23 0.00
52,661.00 52,663.00 0.00
171.S65.65 359,960.58 11.585.07
7.65P--61 7,658.61 0.00
1,015.15 1,015..15 0.00
1,099,81;.96) 1,066,557.63) 35,258.33)
222.831..68 5,266,686.76 23,673.26)
20,006.00 20.000.00 0.00
605.03.:,03 605.016.03 0.00
920,300.19 655,286.55 65,015.86
135.760.61 130,790.61 6,950.00
2,930.15 2,930.15 0.00
I55,1r.:.56 155,166.56 0.00
86,6++2.56) 61,966.31) 696.19)
Icon inued)
TOTAL OT1nM ASSETS
TOW. ASSETS
CURRENT RALROM twr
loom 1612/31/99 a1AR05
1,156,710.98 1,096,219.11 69.671.65
6,667,996.76 6.190,722 76 57,271.96
Continued)
LIABILITIES AND FUND BALANCE
CURRENT LIABILITIES:
ACCOUNTS PAYABLE
ACCRUED EXPENSES
CURRENT MATURITIES LONG TERM
SECURITY/WAIT LIST DEPOSITS
TOTAL A/P 6 ACCRUED EXPENSES
ACCRUED INTEREST
ACCRUED REAL ESTATE TAXES
OTHER CURRENT LIABILITIES
TOTAL. CURRENT :.IABILITIES
TONG TERM DEBT:
BONDS PAYABLE
TOTAL LONG TERM DEBT
FANO BALANCE:
CONTRIBUTED CAPITAL
PARTNERS' DEFICIT.
NET INCOME (JOSS)
TOTAL MIND BALANCE
TOTAL LIABILITIES L FOND BALANCE
CURRENT BALANCE NET
NORTH 012/32/99 CHANGE
23,142.4.1 34,334.27 11,191.86)
12,317.99 20,226.10 2,089.89
100,250.00 100,.250.00" 0.00
33,705.00 33.593.27. 111.73
169.41--40 178.40:.64 8,990.24)
170,7-,0.76 72,461.26 48,307.50
28,147.39 22,972.60 5,174.79
148,914.15 95.433.86 53,482.29
318,331.55 273,839.50 44,492.05
4,984,750..00
4,984,750.00
4,.984,750.00 0.00
4,984,750.00- 0.00
1.000,000.00 11000,000.00 0.00
132,133.26 0.00
2,779.9: 0.00 12,779.93
1.144,911.19 1,132.133.26 12,779.93
6, 44'I,.194.74 6,)90,722.74 57.271 96
PLYMOITM TONNE BOURG
STATEMENT OF EARNINGS
2 MONTHS ENDED Feb 28 00
UNAUDITED
CURRENT VAR. 4 YTD YTD VAR.% JANUARY 2000
MONTH BUDGET VARIANCE OF BUD. ACTUAL BUDGET VARIANCE OF BUD. DECEMBER 2000
REVENUE: BIIDGST
APARYMA : REN 43.993.00 43.991.00 0.00 0.00 67.986.00 87.986.00 0.00 0.00 S27.912.00IRA1NDIVIDUA0.899.00 20.899.00 0.00 0.00 41.798.00 41.798.00 0.00 0.00 250.792.00VACANCY -CARET 07.00. 1.107.00- 0.00 0.00 2.614.00 2.614.00- 0.00 0.00 15.684.00VACANCYFACTO5.11.00 370.06- 312.60 64.12 755.00 740.06 15.00- 2.03 4.440.(10VACANCYFACTO58..00 176.00• 214.00 132.95 155.00 152.00 507.00 144.03 2.110.00VACANCY - CAR 60.00 60.00- 0.00 0.00 120.00 120.00- 0.00 0.00 720.00GARAGERENTAL2.040 00 2.070.00 30.00- 1.45 4.120.00 4.140.00 20.00- 0.40 24.640.06BEAUTYSNAPR125.00 125.00 0.00 0.00 250.00 2.50.00 0.00 0.00 1.500.00GUESTROOMRE0.00 140.00 140.00- 100.00 0.00 280.00 280.00• 100.00 2.030.00LAUNDRY676.75 833.00 156.25- 18.76 1.141.25 1.666.00 S24.7S- 31.50 10.000.00MISCELLANEOUS15.00 4S.00 30.00 66.67 30.00 90.00 60.00 64.67 300.00INVESTMENTto1.231.73 4.963.00 268.73 S.41 10.291.40 9.751.00 542.40 5.56 61.593.00
TOTAL REVENUES 71.614.48 71.1S5.00 458.48 0.64 142.284.6: 142.135.00 149.65 0.11 656.013.00
EXPENSES.
RESIDENT SERVICES:
MISCELLANEOUS 17.77 20.00 2.23- 11.15 17.7'1 40.00 22.23- 55.56 25S.00RESIDENTPROD11!..6/. 115.00 20.66 17.97 236.32 225.00 11.38 5.06 2.000.00SUPPLIES - OR 154.63 100.00 54.63 54.63 2112.0E 200.00 62.08 41.04 1.600.00
TOTAL RESIDENT IO8 06 2.35..00 71.06 31.09 536 2- 465.00 71.23 IS.12 3.855.00
HOUSEKEEPING:
SAIAIRIES 96 83.06 92.96- 112.00 441.51) 166.00 119.50- 71.99 1.000.00BENEFITSi.46 71.1:0 22.46- 106.95 6.81 42.00 35.17- 83.74 250:00PORCH. SVCS -H 0 00 0.00 0.00 0.00 0.00 2.000.00 2.000.00- 100.00 11.600.00REPAIRSANDM0.00 0.00 0.00 0.00 0.00 50.00 50.00- 100.00 300.00SUPPLIES - OB 41 00 200.00 200.00- 100.00 115.7! 450.00 130.27. 28.95 2.700.00
7OTA1. HOUS6EF.6P 11.42 04.00 315.42- 103.76 173.0.1 2.708.00 2.!34.94- 86.22 15.850.00
YTD YTD VAR-% JANUARY 2000 -
ACTUAL BUDGET VARIANCE OF BW. DECEMBER 2000
BUDGET .-
2,922.79
CURRENT
134.79
292.17
VAR 6
404.83-
mom BUDGET VARIANCE OF BUD.
most i nl:ed)
0.00
3,461.73 2,002..27-
PLANT OI`EMTIDNS AND NAIN[BMANCB:
1,900.00 933.17-
1.014.97
SALARIES 1,40B.S9 1,428.00 19.42 1.36
BENEFITS 69.82 157.00 287.18. eD.44
APT. RENA911.1 0.00 134.00 134.00 00_00
CARETAKER AL1. 50.00 50.00 0.00 O.LO
PURM.. SVCS 8 1,345.71 2,687.00 1,341.29• 49.52
REPAIRS 6 1011 176.27 950.00 773.77 61.45
SUi'PLIES OF 604.96 360.00 244.96 56.04
TRASH REMOVAL. 939.31 590.00 349.31 49.7.1
MINC7HMANHOIIS 15.51 100.00 84.49 Fi-49
TOTAL PLANT OPE 4,610.12 6,656.00 2,045.88 0.74
UTILITIES:
WILITIES ELF 1,306.01 1,730.00 423.99 AA.
UrI1.i TES•GAS/ 2,956.10 4,175.00 1,218.90 29.20
UTILITIES NAT 372.35 877.00 464.65 5.51
71Y1'AI. UYILITES 4,634.46 6,742.00 2,107.54• 71.26
PROPERTY AND RF.IATF.D:
AW)RTIXATInN 247.10 247.00 0.10. 0.04
DF.1`RECIATIOH 17,629.16 17,775:00 145.84- O.1;2
DEPRFC.ATION 17.976.26 18,022.00 145.74 O.F.1
INTFkEST F.XPF 24,153.75 24.154.00 0.25 0.00
TKIIA..:. INPERFS 24,153.75 24.154..00 0.25 O.Co
I N!:IIiUUA7i PRO 910.94 941.00 30.06 3.i9
RFJ.I. ESTATE. T 2,612.71 2,634.00 21.29 0.2 1
Will, FEES 0..00 0.00 0.00 0.00
PROPERTY 6 RI: 3,523.65 3,575.00 51.35 1.44
YTD YTD VAR-% JANUARY 2000 -
ACTUAL BUDGET VARIANCE OF BW. DECEMBER 2000
BUDGET .-
2,922.79 2.788.00 134.79
292.17 697.00 404.83-
160.00 268.00 108.00-
100.00 100.00 0.00
3,461.73 5,.484.00 2,002..27-
966.83 1,900.00 933.17-
1.014.97 840.00 174.97
1,339.31 1.180.00 159.31
15.51 200.00 184.49-
10,293.31 13,457.00 3,163.69-
2.608.01 3,495.00 686.19-
6.613.21 9.695.00 3,081.79-
759.94 1,644.00 864.06-
10,181.96 14.834.00 4,652.04-
494.19 494.00 0.19
35,258.33 35.550.00 291.67-
35,752.52 36,044.00 291.48-
49.307.50 46,308.00 0.50-
46.307.50 48.308.00 0.so.
1,621.86 1,882.00 60.12-
5.174.79 5.201.00 26.21-
0.00 0.00 0.00
6,996.67 7,083.00 66.33-
4.61 18,000.00
511-09 41500.00
40.10 1,338.00
0.00 600.00
31•.51 15,729.00
49.11 12,000.00
20.83 4,950.00
13.50 7,700-00
9'.25 .1, ISO.00
21.51 85,967.00
19.63 24,240.00
31.79 27,048.00
53.77 11.443.00
31.16 62.731.00
0..04 2,965.00
0.92 213,300.00
Q.ei 216,265.00
11.00 798.416.00
0.00 288.416.00
1.19 11,289.00
0 40 32,490.00
11.00 0.00
1.22 43.779.00
OP '
CURRENT VAR. 6 TTD YTD VAR.\ JANUARY 2000-
MONI'N suDaET VARIANCE OF BUD. ACTUAL BUDGET VARIANCE OF BUD. DECEMBER 2000
BUDGET---
leantlnued)
GENERAL AND ADMINISTRATIVE:
SAIJIRIES-MCA 1,942.5@ 1,969.00 26.42- 1.34 4,019.14 3.945.00 74.14 1.68 25,205.00
SALARIES-ADMI 1,399.25 1.519.0.1 119.75- 7.68 2,895.00 2,870.00 25.00 0.87 16,446.00
BENEFITS 171.03 872.00 700.97- 80.39 695.59 1,704.00 1,008.41- 59.211 10,913.00
WORKER'S COMP 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
ADVERTISING P 0.00 50.01 SO.00- 100.00 0.00 100.00 100.00• 100.00 900.00
AUDIT 6 ACCOU 0.00 0.117 0.00 0.00 0.00 0.00 0.00 C.00 4,200.00
AUTO AND TRAV 10.86 s0.f,1 19.14- 34.28 87.06 100.00 12.94- 12.94 600.00
COP16R LEASE 94.15 90,4•) 4.15 4.61 183.30 180.00 1.10 1.81 1,170.00
BANK SERVICE 0.00 0.0.. 0.00 0.00 0.00 0.00 41.00 0.00 0.00
COURIER SERVI 12.95 25.01 12.05- 48.70 12.95 50.00 37.05- 74.10 300.00
DUBS 6 SUBSCR 0.00 0.09 0.00 0.00 1,259.28 1,200.00 59.20 4.94 3,300.00
TAE PREPARIITI 0.00 D.(.5 0.00 0.00 0.00 0.00 0.00 0.00 0.00
INTEREST-SEC. 79.87 82.00 2.13- 2.60 167.60 165.00 2.60 1.S4 1,000.00
MDRKSR•S CGMP 0.00 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00
LEGAL 0.00 0.0a 0.00 0.00 0.00 0.00 0.00 0.00 500.00
LICENSES AND 0.00 0.0 0.00 0.00 0.00 0.00 0.00 0.00 640.00
MANAGEMENT PE 3.319.09 3.350.01 30.91- 0.92 6,599.5'1 6.700.00 100.43- 1.SO 40.200.00
INSURANCE GEN 0.00 O.C:1 0.00 0.00 0.00 0.00 0.00 0.00 0.00
MEETINGS G Be 0.00 120.C•i 120.00- 100.00 0.00 420.00 420.00- 100.00 1,280.00
POSTAGE 26.46 0.00 26.46 0.00 36.96 70.00 31.04- 44.14 900.00
PRINTED COMMU 0.40- 50.47 50.40- 100.80 79.55 100.00 20.45- 20.45 600.00
PURC71 SERVICE 111.46 112.: 0.54- 0.46 222.02 224.00 1.08• 0.48 1.448.00
LEAD BANK - D 0.00 0.0, 0.00 0.00 0.00 0.00 0.00 0.00. 0.00
REPAIRS G MAI 0.00 C.0.. 0.00 0.00 0.00 0.00 0.00 0.00 500.00
SPECIAL EVENT 0.00 0_1 0.00 0.00 0.00 0.00 0.00 0.00 450.00
SUPPLIES 116.33- 110.0+ 226.33- 205.75 116.33- 240.00 35.:.33- 144.47 1,400.00
TELEPHONE.' 413.80 480.Ct; 66.20- 13.79 859.57 960.00 100.43 10.46 5.760.00
MISCELIANEDUS
523.69
18.92 50.1,: 11.08- 22.16 59.31 100.00 41.69- 40.69 650.00
TOTAL GENERAL G 7,523.69 8.929.1' 1.405.31- 15.74 17,063.47 19,129.00 2,064 51- 10.79 118,262.00
TOTAL OPERATING 62.618.57 68,617,. b.998.43- 6.74 129.504.72 142,027.00 12.62.'.28- 8.82 835,125.00
EARNINGS (WSS) 6.994.91 2,'i32.t c,4SG.91 254.41 12.779.93 108.00 12.471.93 20,868.00