Town Hall Meeting

Monday, August 9, 2010

6:30pm

Agenda
I. Introductions
Board of Directors
Community Association Management Team
Neighborhood Representative Committee

II. Developer Update

Dan Bonow, Pulte Homes

III. Community Status

DLC Resources – Common Area Landscape Maintenance
Community Standards
Lifestyle Update
i. Communications
ii. Previous Events
iii. Upcoming Events
Poston Butte

IV. Financial Review

V. Open Forum
 August 9, 2010
Town Hall Meeting
Agenda

 Introductions
 Developer Update
 Community Status
 Financial Review
 Open Forum
Developer Update
Compliance Review
Sample of well-maintained yards
Compliance Review
Sample of well-maintained yards
Compliance Review
Sample of well-maintained yards
Compliance Review
2nd Quarter Nice Yard Winner
Michael & Theresa Lundbohm
W Pleasant Oak Way
Compliance Review
2nd Quarter Violations Chart
Communication Update
Lifestyle Review
Lifestyle Review
Lifestyle Review
Summer Kids Camp
Current Events

SWIM CLUB
Tuesdays & Thursdays FREE Rockwall Climbing
4 – 5 PM Thursdays
Ages 6+ August 12th & 26th
4 weeks; August 3 – 26th 5 – 7 PM
Upcoming Events

September 4, 2010 September 13, 2010

6 – 9 PM 6 PM
Anthem Community Park Parkside Community
Center
Upcoming Events

October 9, 2010 November 13, 2010

Sun City Anthem Union 11 AM – 4 PM
Center Sun City Anthem
Union Center
Poston Butte Golf Course

Summer Resident Rates

Through October 3

Play for just $25!

Resident 9-Hole Par-3

Challenge
September 12th @ 2 pm
Win FREE Golf for 2011!
Closest to the Pin Challenge
October 3rd @ 17th Hole
Anthem Parkside Balance Sheet
January – June 2010
Anthem Parkside Income Statement
January – June 2010
Anthem Parkside Actual vs. Budget Comparison
January – June 2010
AMR Community Council Income Statement
January – June 2010
AMR Community Council Actual vs. Budget Comparison
January – June 2010
Anthem Parkside Town Hall Meeting
August 9, 2010

Open Forum
 Anthem Parkside at Merrill Ranch Community Association, Inc.
August 9, 2010 Annual Meeting
Resident Questions/Comments and Responses

Questions:

1. Question: If this meeting is for residents and Parkside issues, I would like it to be possible to
have two free guests (included in our homeowners fee to the community center) when
applicable. After that, more guests could pay. This way, a grandparent could sit and watch their
grandchildren in the pool without getting into the water, etc. without it costing them. Could this
be done?
Response: The current guest policy has been established to permit residents of Anthem at
Merrill Ranch to temporarily allow accompanied guests to join them in the use of the
community's facilities. This policy takes into consideration the additional burden and
responsibility assumed by the Association while these guests are on site. The nominal guest fee
is a part of this policy and is in place to ensure equity to those who live here full time and will
continue to be a part of the policy.
2. Question: How many more homes will be built on Pulte owned land at Anthem and will any
homes be built on the West side of Hunt Highway?
Response: Approximately 6000 more homes are scheduled to be built on Pulte land in Anthem,
with about 500 of them on the west side of Hunt.
3. Question: Are there any plans for retail construction on Hunt Highway?
Response: The land at the intersection is currently zoned for commercial development as is the
land north of Franklin Road. This land is not owned by Pulte and we do not know a timeframe
for their development.
4. Question: What is the schedule for opening the hospital on Hunt Highway?
Response: We should have an update from the CEO of Gilbert Hospital in the next few days.
Steel was delivered last week and stem walls are expected next. We should start seeing some
construction activity very soon. The timing of the opening is yet to be determined but we will
keep you updated as soon as we have any additional information.
5. Question: Would the Community Center hire a new tennis instructor since the one we had is no
longer with us?
Comment: We would like to see a new instructor come in. We also like to see the tennis
program expanded with traveling teams, tournaments, etc.
Response: We are continually working to bring lifestyle activities and programs to Anthem at
Merrill Ranch. Tennis is a fantastic opportunity for the community. As the weather cools
down, we plan to add this to our fall lineup of programming. However, we need your help! We
need to build an interest list for the program so that we can solicit new instructors to come and
join us at our fantastic facility. Please work with your management staff to develop this
interest list. Your help with this is always appreciated.
6. Question: Where can residents find a copy of some sort of master plan that describes the long
term planned development for Anthem?
Response: A copy of the map of the master plan is included in tonight's presentation. If you
would like a copy of it, you can request it from your Community Manager.
7. Comment: I think that Anthem opposing the amendment to the Florence Plan and allowing the
mine is a good move. I appreciate the letter of opposition. The Anthem community needs to
unite and elect an Anthem resident to the Town of Florence Board to represent our interests
and large tax base.
8. Question: Is Anthem willing to set aside some periphery land as open space and buffer from
other nearby planned communities?
Response: The plan does account for some open space areas around the perimeter of the
community. However, some areas have lotting up to the property line.
9. Question: Can we have some natural surfaced trails for hiking and biking on the lands
surrounding Anthem?
Response: We don’t control any land outside of Anthem and won't have any input on a trail
system.
10. Question: Can we have an environmental education program based at Anthem and school?
Response: The educational programs provided through the Anthem K-8 school are determined
by the school district.
11. Question: When will the recycling program be functional?
Comment: I am in favor or reducing trash service to once a week when the recycling program is
in place. Studies show that over 50% of common household refuse is recyclable. This could
result in significant cost savings in our trash collection costs.
Response: There is a meeting to be held on August 10th at 6 pm at Sun City Anthem that will
discuss the specifics of the recycling program planned for Anthem at Merrill Ranch, we
encourage all who are interested in recycling to join us for this meeting.
12. Question: Can Anthem partner better with local youth sports organizations to use our sports
fields responsibly?
Response: Absolutely, the Anthem at Merrill Ranch community is eager to work with local youth
sports organizations to supplement its existing in-house programming. With the much
appreciated assistance from some Merrill Ranch residents, we were recently able to work with
the Florence Little League to provide baseball, as well as, Arizona Kids Sports to offer an 8-week
youth basketball league. Anyone with suggestions for possible youth sports organizations to
partner with should direct their suggestions to community management team.
13. Question: Are you willing to help residents organize a community watch program? Provide
oversight, coordination and communication?
Response: The Police Chief for the Town of Florence is very willing and able to establish a
community watch program. In fact, he attended the last Neighborhood Representative
Committee meeting and the Reps have committed to working with him to obtain the names of
volunteers to get the program going. Please get with your rep and let him know all of your
friends and neighbors that would like to be involved in the program so we can get it up and
running as soon as possible.
 Anthem Parkside at Merrill Ranch
Balance Sheet as of 6/30/10

Description Amount

Assets
Operating Funds 18,659
Reserve Funds 125,879
144,538

Other Assets
Accounts Receivable 136,112
Reserve for Bad Debt (88,996)
Prepaid Expenses 48,891
Property & Equipment 393,431
Accumulated Depreciation P&E (199,529)
289,909

Total Assets 434,447

Liabilities
Accounts Payable 70,114
Accrued Expenses 13,939
Prepaid Assessments 102,365
Capital Lease Obligation 85,285
Total Liabilities 271,701

Equity
Members' Equity - Prior Years 197,319
Current Year Surplus/(Deficit) (34,573)
Total Equity 162,746

Total Liabilities & Equity 434,447

 Anthem Parkside at Merrill Ranch
January - June 2010 Income Statement Summary

Description Actual Budget Variance

Operating
p g Income
Assessments 222,198 227,574 (5,376)
Subsidy - Developer 393,495 467,324 (73,829)
Working Capital & Enhancement Fees 39,930 29,721 10,209
CC&R,Late,& Legal Fees 36,153 34,134 2,019
Fitness & Wellness Income 8,776 14,499 (5,723)
Lifestyle & Programs Income 10,617 21,967 (11,350)
Other Income 25,915 24,780 1,135
Total Income 737,084 819,999 (82,915)

Operating Expenses
General Administrative 267,879 206,886 (60,993)
Utilities 113,538 130,120 16,582
Repairs & Maintenance 114,992 107,859 (7,133)
Landscaping 130,151 135,410 5,259
Fitness & Wellness Expense 55,210 85,126 29,916
Lifestyle & Programs Expense 90,301 124,877 34,576
Reserve Funding 39,930 29,721 (10,209)
Total Expenses 812 000
812,000 819 999
819,999 7 999
7,999

Operating Surplus / (Deficit) (74,916) - (74,916)

Reserve Income
Reserve Funding
di 39,930
39 930 29,721
29 721 10,209
10 209
Interest Income 414 - 414
Reserve Net Income 40,344 29,721 10,623

Total Surplus / (Deficit) (34,573)

 Operating Income ‐ Actual vs. Budget
500,000 
450,000 
400,000 
350,000 
300,000 
250,000 
250 000
200,000 
150,000  Actual
100,000 
50,000  Budget
‐

Operating Expenses ‐ Actual vs. Budget
300,000 
250,000 
200,000 
150,000 
150 000
100,000 
Actual
50,000 
‐ Budget
 Anthem at Merrill Ranch Community Council
January - June 2010 Income Statement Summary

Description Actual Budget Variance

Operating Income
Assessments - Commercial 22,974 22,974 -
Assessments - Sun City 158,955 157,626 1,329
Assessments - Parkside 198,576 203,364 (4,788)
Working Capital & Enhancement Fees 26,111 10,269 15,842
Poston Butte - Golf Income 976,580 988,562 (11,982)
Other Income 14,133 128,075 (113,942)
1 397 329
1,397,329 1 510 870
1,510,870 (113 541)
(113,541)

Operating Expenses
General Administrative 138,332 170,004 31,672
Utilities 146,996 186,150 39,154
Repairs & Maintenance 20,807 25,230 4,423
Landscaping 126 106
126,106 130 655
130,655 4 549
4,549
Golf Expenses 1,141,862 1,194,661 52,799
Reserve Funding 26,111 10,269 15,842
Total Expenses 1,600,214 1,716,969 148,439

Operating Surplus / (Deficit) (202,885) (206,099) 34,898

Reserve Income
Reserve Funding 26,111 10,269 15,842
Interest Income 604 677 (73)
Reserve Net Income 26,715 10,946 15,769

Total Surplus / (Deficit) (176,171)

 Operating Income ‐ Actual vs. Budget
1,200,000 
1,000,000 
800,000 
600,000 
400,000  Actual
200,000  Budget
‐

Operating Expenses ‐ Actual vs. Budget
1,400,000 
1,200,000 
1,000,000 
800 000
800,000 
600,000 
Actual
400,000 
Budget
200,000 
‐