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2025-06-25 Sr. Citizen Housing Corporation AgendaAGENDA CITY OF EL SEGUNDO SENIOR CITIZEN HOUSING CORPORATION BOARD 3:30 PM PARK VISTA - PETER & EDNA FREEMAN ROOM 615 E. HOLLY AVENUE EL SEGUNDO, CA 90245 JUNE 25, 2025 MEMBERS OF SENIOR CITIZEN HOUSING CORPORATION BOARD Paul Lanyi, President Timothy Whelan, Vice President Denise Fessenbecker Julia Newman Paula Rotolo The Senior Citizen Housing Corporation Board, with certain statutory exceptions, can only take action upon properly posted and listed agenda items. Any writings or documents given to a majority of the Senior Citizen Housing Corporation Board, regarding any matter on this agenda, that the City received after issuing the agenda packet are available for public inspection in the Park Vista Lobby, Joslyn Center, and the El Segundo Public Library during normal business hours. Such documents may also be posted on the City's website at www.elsegundo.org and additional copies will be available at the meeting. Unless otherwise noted in the agenda, the public can only comment on city -related business that is within the jurisdiction of the Senior Citizen Housing Corporation Board and/or items listed on the agenda during the Public Communications portion of the Meeting. Members of the public may also provide comments electronically by sending an email to the following address before 3:00 P.M. on the day of the meeting: agnesho@elsegundo.org. Please include the meeting date and item number in the subject line. The time limit for comments is five (5) minutes per person. Before speaking to the Senior Citizen Housing Corporation Board, please state: your name, residence, and organization/group you represent, if desired. Please respect the time limits. REASONABLE ACCOMMODATIONS: In compliance with the Americans with Disabilities Act and Government Code Section 54953(g), the City Council has adopted a reasonable accommodation policy to swiftly resolve accommodation requests. The policy can also be found on the City's website at https.11www.else_-gundo.orp/_povemmentldepartmentslcity-clerk. Please contact the City Clerk's Office at (310) 524-2308 to make an accommodation request or to obtain a copy of the policy. 1 Page 1 of 24 CALL TO ORDER/ROLL CALL PUBLIC COMMUNICATION — (Related to City Business Only — 5-minute limit per person, 30-minute limit total) Individuals who have received value of $50 or more to communicate to the Senior Citizen Housing Corporation Board on behalf of another, and employees speaking on behalf of their employer, must so identify themselves prior to addressing the Senior Citizen Housing Corporation Board. Failure to do so shall be a misdemeanor and punishable by a fine of $250. While all comments are welcome, the Brown Act does not allow action on any item not on the agenda. A. CONSENT 1. Approval of Meeting Minutes Recommendation - 1. Approve the regular Senior Citizen Housing Corporation Minutes from May 28, 2025. 2. Alternatively, discuss and take other action related to this item. B. UNFINISHED BUSINESS C. NEW BUSINESS 2. President's Report Recommendation - 1. Receive and file reports regarding correspondence, meetings, and business related to Park Vista 2. Alternatively, discuss and take other actions related to this item. 3. Financial Statements and LAIF (Local Aaencv Investment Fund Recommendation - 1. Receive and file the status of reports including, but not limited to, statements, invoices, and finances for May 2025. 2. Alternatively, discuss and take other action related to this item. 4. Review rates: Parking, pet, security deposit Recommendation - 1. Review the rates and amounts, discuss, and adjust the deposits or rates if deemed necessary. 2. Alternatively, discuss and take other action related to this item. 2 Page 2 of 24 5. Common Area Artwork Policy Recommendation - 1. Review the public artwork policy, discuss, and adjust the policy if deemed necessary. 2. Alternatively, discuss and take other action related to this item. 6. Annual Unit Inspection Recommendation - 1. Appoint a board member to accompany the management staff in conducting the annual unit inspection on each floor in PV. 2. Alternatively, discuss and take other actions related to this item. IDim 0 4 as] A&INK91LViIiviVJILI11Wd Q AN=me]aLVil4ki111iQ47_1AILTA 1=1611111 7. Upcomina Events Recommendation - 1. Receive and file updates about upcoming events at the Joslyn Center and citywide. E. REPORTS - SENIOR CITIZENS HOUSING BOARD A General Report From Individual Board Members F. REPORTS - MANAGEMENT (CADMAN GROUP) F-11 oil 16111y W,11111 POSTED: DATE: TIME: BY: 3 Page 3 of 24 MINUTES OF THE MEETING El Segundo Senior Citizen Housing Board Corporation Wednesday, May 28, 2025 Park Vista Senior Housing 615 E. Holly Avenue, El Segundo, CA 90245 CALL TO ORDER: The meeting was called to order at 3:30 p.m. by Board Paul Lanyi. ROLL CALL Members Present: Paul Lanyi Denise Fessenbecker Paula Rotolo Absent: Tim Whelan Julia Newman Others: Neil Cadman Michael Allen Venus Wesson Agnes Ho Paul Chung PUBLIC COMMUNICATION. (Suggestion Box Comments) • A second letter was received dated April 8 from Mr. and Mrs. Fisher (Apt. #110), expressing concern about a tree that is damaging patio furniture due to falling sap and pinecones. • A letter was submitted requesting public comments to be moved to the end of the meeting or inserted mid -meeting to allow more residents to attend. The letter also raised concerns about building security and unauthorized guests. Paul confirmed there is an existing public communication policy in place. • A letter dated May 28, 2025, requested $600 for upcoming holiday events and $1,200 for 2026 holiday expenses. Neil noted that a one-time stipend was approved last year. Paul explained that an anniversary party is already budgeted and the requested funds cannot be approved at this time. • No hot water in the washing machine concern. • Resident #310 expressed concern regarding the building's generator. Neil will address this in his management report. • Concerns were raised about caregivers not wearing masks; Michael confirmed that all current county health regulations are being followed. • Brad in #317 requested to hang artwork in the lobby. Neil recommended submitting it as a board agenda item and noted that an existing policy requires review. • Resident #423 provided background on his opposition to the rent increase based on limited income. A. CONSENT 1. APPROVAL OF MEETING MINUTES Motion by Paula Rotolo and seconded by Denise Fessenbecker to approve the March 26, 2025, Meeting Minutes. The motion passed 3-0. B. UNFINISHED BUSINESS None. Page 4 of 24 C. NEW BUSINESS 2. President's Report (Paul Lanyi) • Paul discussed the facility assessment covering the next 25 years and encouraged the city to allocate $250,000 in the budget. • Paul Chung mentioned he will present the annual budget next Tuesday, which includes the $250,000 allocation for senior housing —consistent over the past three years. • Paul asked the board if they are opposed to allowing 5 minutes at the beginning of our meeting for public comments. Michael reiterated that it cannot involve any dialogue —just public comments —and nothing that has already been deliberated. • Paul introduced everyone to Michell Keldorf, the newly appointed council member, and Michelle gave a brief background about herself. • A resident asked about the unused $12,000 allocated to the anniversary party during the pandemic. Neil will address this at the next meeting. Receive and file: Motion carried 3-0 3. Financial Statements and LAIF (Local Agency Investment Fund). (Neil Cadman) • Paul inquired about the reporting for March expenses, specifically the elevator service being over budget by $6,822.02 due to the payment for new flooring. Neil stated that having both elevator floors done cost about $8,500. Paul asked if this was a reasonable amount. Neil stated that they received three separate bids for this. • Paul asked about a tree maintenance expense from American Arbor Care, which Neil confirmed was included in the March budget for liquid amber and pine trees. • Paul inquired if an April disbursement was because a tenant moved out. Neil stated that a refund would have been within 21 days of that date and that it covered the security deposit refund. • Paul last question regarding Spectrum expense for March that was received in April. Neil stated that not his policy to hunt vendors to pay. Receive and file: Motion carried 3-0 4. Review of the Pine Tree Removal (Cadman Group) • Neil stated that during the April meeting, this item had been addressed. It was determined that it is a city tree and not a Park Vista tree. Michael stated that there is a city policy in place. Denise asked about alternatives to tree removal, but no response was provided. 5. Review of Parking Availability, Waitlist Policy, and Rate Structure (Cadman Group) • Neil stated that he reached out to city staff to obtain more information. He provided the parking breakdown, which includes a total of 60 parking spaces in the entire building with no visitor spaces. This is the breakdown in each parking lot: upper -level garage — total 23 including the 2 ADA; lower -level parking — 20 spaces; behind the gate — 18 spaces; exterior parking — 17 spaces. • Current waitlist: 22 residents. Of those, 16 are waiting to move from exterior to interior parking, and 2 are waiting for ADA-designated spaces • Current parking rates: interior garage — $31.83; exterior parking — $21.22 • There were 12 parking spot turnovers in 2024; the average yearly turnover is 10 D. REPORTS — COMMUNITY DEVELOPMENT DEPARTMENT 6. Upcoming Events (Ryan Delagdo) • Mr. Delgado stated that he has flyers for the upcoming yard sale on June 21st. He stated that this event would be on the back patio of Park Vista. Page 5 of 24 • Second "Senior Fit" class on Mondays and Wednesdays; sign-ups open June 2 for an additional day. • Strider Walking Group beach trip at 10:30 AM. • Bob Motta was announced as the 2025 ElderFest "Flipping the Script on Aging" award winner. 7. Park Vista Future Operation Analysis • Michael stated that during the April 1 Council meeting, staff were directed to explore long- term operational strategies for Park Vista. Options include sale, refinancing, or management change, with a commitment to preserving the facility's purpose. A follow-up report will be presented at the June 3, 2025 Council meeting. E. REPORTS — SENIOR CITIZENS HOUSING BOARD • None. F. REPORTS — MANAGEMENT (CADMAN GROUP) • The rowing machine is functional; a tenant wanted to move their personal equipment into the exercise room. • The city -funded ADA devices have been installed (five per floor). • Annual cleaning of common area carports started last month. • Tenant meeting held May 13, 2025, included a board presentation and discussions on HUD/Section 8. • Security reminder: residents should not leave the main entrance open or allow unverified guests in. • New California law (AB 2747) allows tenants to request that on -time rent payments be reported to a credit bureau. • Clarified that generators only power the elevators —not the full facility. Some units are connected, but a detailed list is unavailable. • Future discussion planned on lobby artwork policy; Neil provided background on unapproved artwork that prompted the existing policy. • A community member's mother in-law had recently been scammed online last couple of months. He stated that he reached out to the police department to provide another cyber security meeting. ADJOURNMENT: 4:39 PM NEXT MEETING: Wednesday, June 25, 2025 Page 6 of 24 0 CADMAN ROUP PARK VISTA Financial Reporting Analysis May 2025 Gross Income: $97,539.02 Gross Expenses: $48,906.70 Expenses for the month were normal except for the following: • Maintenance of $20,700.41. Normal operations with one large vacancy prep work and boiler scheduled maintenance. • No water billsl in May. • Bank interest of $8,519.59 reported by the City for May. Net Income: $48,632.32 Total Account Balances: $2,496,548.01 NOTE: THIS DOCUMENT IS A SUMMARYAND ANALYSIS ONLY OF THE MONTHLY FINANCIAL STATEMENTS FOR PARK VISTA. THEYARE NOT PART OF THE ACTUAL FINANCIAL STATEMENTS FOR PARK VISTA. Page 7 of 24 Total number of vacancies for the month: 99.0% occupied on 5/1/2025 99.0% occupied on 5/31/2025 Move -outs: 2 Move -ins: 2 Notices to Vacate: 1 Budget Comparison Notes: Operations: Operations for the month performed $42,344.20 over budget for May, $202,526.78 over budget YTD. Income • Income for the month of May $10,454.24 over budget for May, $47,343.10 over budget YTD. Expenses: • Overall expenses for May $27,537.04 under budget, $135,472.79 under budget YTD. • Maintenance $3,882.92 under budget for May, $43,658.04 under budget YTD. • Electricity under budget for May by $357.33, and $1,863.06 under budget YTD. • Gas under budget by $253.24 for May and $1,329.97 over budget YTD. • Cable Television under budget by $520.48 for May, $2,456.46 under budget YTD. • Water performing $11,682.27 budget YTD. • Telephone $2,518.83 under budget for May and $12,295.02 under budget YTD. • Elevator service over budget by $4,322.02 YTD due to the final payment of the new flooring. NOTE: THIS DOCUMENT IS A SUMMARYAND ANALYSIS ONLY OF THE MONTHLY FINANCIAL STATEMENTS FOR PARK VISTA. THEYARE NOT PART OF THE ACTUAL FINANCIAL STATEMENTS FOR PARK VISTA. Page 8 of 24 EL SEGUNDO SENIOR CITIZENS HOUSING DEVELOPMENT CORPORATION 350 MAIN STREET, EL SEGUNDO, CA 90245 June 12, 2025 RE: Interest Income from Deposit with the City, per Agreement for Investment of Funds Dear President: The deposit and interest for the quarter/month ending is as follows: Q2-2025 May-25 Original Beginning balance at March 31, 2025 $ 2,269,487.55 Accrued: Interest (Posted quarterly) $ 16,820.32 Add: Deposits Add: Deposits Less: Withdrawals As of TOTAL IN LAIF/CAMP - G/L# 504-101-0000-0004: 5/31/2025 $ 2,286,307.87 Accrued Interest (posted quarterly by the 15th day following quarter ): Interest Earned April @ 4.450% Actual CAMP for 30 days $ 8,300.73 Interest Earned May @ 4.420% Actual CAMP for 31 days $ 8,519.59 Interest Earned June @ Actual CAMP for 30 days $ - Accrued Interest quarter to date $ 16,820.32 Interest earned is based on the interest earnings rate the City of El Segundo received from the California Asset Management Program and the number of days the funds were held by the City during the given period. Per the understanding reached at the September 1997 meeting of the Board of Directors, interest will be credited to the account and compounded on a quarterly basis. Interest shown for each month is for your information only. If you have any questions, please do not hesitate to give me a call. Sincerely, Di � R. Ma*-5ofec Dino R. Marsocci Treasury & Customer Services Manager Cc: Paul Chung, Chief Financial Officer Eva Gettler, Accounting Supervisor Michael Allen, Community Development Director Neil Cadman, Facility Management for Park Vista Eduardo Schonborn, Planning Manager Venus Wesson, Sr. Admin Specialist Agnes Ho, Administrative Analyst PACity Treasurer\MEMOS & SIGNATURES\Senior Housing Reports\2025\SENIOR HOUSING REPORT 2025.x1s Page 9 of 24 Income Statement Cadman Group Properties: Park Vista - 615 E. Holly Avenue El Segundo, CA 90245 Owned By: El Segundo Senior Citizens Housing Corporation As of: May 2025 Accounting Basis: Cash Level of Detail: Detail View Include Zero Balance GL Accounts: No Account Name Selected Month % of Selected Month Operating Income & Expense Income RENT Rent Income 86,480.72 Parking Income 1,660.49 Passthrough Charges 0.00 Total RENT 88,141.21 Maintenance Charge 0.00 (Income Account) Prepayment 270.63 NSF Bank Fees 25.00 Collected Application Fee Income 20.00 Laundry Income 562.59 Total Operating Income 89,019.43 Expense Fire Service 0.00 Maintenance 20,700.41 Elevator service 0.00 Gardening 1,303.49 Management Fees 16,500.00 Pest Control 436.80 Licenses and Permits 0.00 Electricity 1,726.00 Gas 1,413.43 Water 0.00 Telephone/Internet 231.17 Trash 0.00 Cable/Television 5,729.52 Office Supplies 186.02 Uniforms 0.00 Advertising & 562.86 Promotion Legal Expenses 105.00 (Expense account) Bank Service Fees 12.00 Total Operating 48,906.70 Expense Year to Month End % of Year to Month End 97.15 429,544.72 97.59 1.87 8,306.86 1.89 0.00 0.00 0.00 99.01 437,851.58 99.47 0.00 2,089.02 0.47 0.30 -2,606.47 -0.59 0.03 50.00 0.01 0.02 20.00 0.00 0.63 2,764.92 0.63 100.00 440,169.05 100.00 0.00 765.00 0.17 23.25 79,258.65 18.01 0.00 10,572.02 2.40 1.46 7,810.35 1.77 18.54 82,500.00 18.74 0.49 1,474.74 0.34 0.00 450.00 0.10 1.94 8,553.63 1.94 1.59 9,663.32 2.20 0.00 10,817.73 2.46 0.26 1,454.98 0.33 0.00 335.83 0.08 6.44 28,793.54 6.54 0.21 1,849.71 0.42 0.00 542.00 0.12 0.63 1,475.69 0.34 0.12 405.00 0.09 0.01 54.94 24.00 246,746.19 0.01 56.06 Created on 06/13/2025 Pagep?Wdf 24 Income Statement Account Name NOI - Net Operating Income Other Income & Expense Other Income Interest on Bank Accounts Total Other Income Net Other Income Total Income Total Expense Net Income Selected Month % of Selected Month Year to Month End % of Year to Month End 40,112.73 45.06 193,422.86 43.94 8,519.59 9.57 40,544.24 9.21 8,519.59 9.57 40,544.24 9.21 9.57 9.21 8,519.59 40,544.24 97,539.02 109.57 480,713.29 109.21 48,906.70 54.94 246,746.19 56.06 233,967.10 48,632.32 54.63 53.15 Created on 06/13/2025 PageP?gedf 24 Balance Sheet Properties: Park Vista - 615 E. Holly Avenue El Segundo, CA 90245 As of: 05/31 /2025 Accounting Basis: Cash Include Zero Balance GL Accounts: No Account Name ASSETS Cash Cash in Bank Park Vista Reserve Account - LAIF Total Cash Tenant Account Receivable Building Improvements Equipment Furnishings Personal Property Accumulated Depreciation TOTAL ASSETS Balance 210,240.14 2,286,307.87 2,496,548.01 100.00 1,031,873.00 149,355.00 153,863.00 -0.05 -850,766.00 2,980,972.96 LIABILITIES & CAPITAL Liabilities Security Deposit Interest -530.00 Pet Deposit 3,925.00 Key Deposit 1,760.00 Security Deposit 78,950.00 Passthrough Cash Account -946.00 Accounts Payable 30,698.00 Total Liabilities 113,857.00 Capital Owner Contribution 35,996.00 Owner Distribution -35,996.00 Retained Earnings 118,794.95 Prior Years Retained Earnings 12,696.00 Calculated Retained Earnings 233,967.10 Calculated Prior Years Retained Earnings 2,501,657.91 Total Capital 2,867,115.96 TOTAL LIABILITIES & CAPITAL 2,980,972.96 Created on 06/13/2025 Pagepf2edf 24 Bill Detail Properties: Park Vista - 615 E. Holly Avenue El Segundo, CA 90245 Payees: All Payment Type: All Created By: All GL Accounts: All Bill Status: All Date Type: Bill Date Date Range: 05/01/2025 to 05/31/2025 Show Reversed Transactions: No Project: All Reference Bill Date Due Date GL Account Property Unit 2120 - Passthrough Cash Account 05/28/2025 05/28/2025 2120 - Park Vista - 204 Passthrough 615 E. Holly Cash Avenue El Account Segundo, CA 90245 4550 - Application Fee Income 05/05/2025 05/05/2025 4550- Park Vista - Application 615 E. Holly Fee Income Avenue El Segundo, CA 90245 05/28/2025 05/28/2025 4550 - Park Vista - Application 615 E. Holly Fee Income Avenue El Segundo, CA 90245 6000 - Fire Service 24617 05/27/2025 05/27/2025 6000 - Fire Park Vista - Service 615 E. Holly Avenue El Segundo, CA 90245 Payee Name McTigue, Peter W. Cadman Group Cadman Group F.A.S.T. Fire Pro Paid Unpaid Check # Paid Date Description Work Order Issue 1,426.00 20.00 0.00 5839 05/29/2025 Peter W. McTigue, Park Vista - 204: Move Out Refund 0.00 ACH 20.00 0.00 ACH 40.00 0.00 05/05/2025 Application Fee Income for 05/2025 06/02/2025 Application Fee Income for 05/2025 1,400.00 0.00 7CO2-64C0 06/11/2025 Annual fire sprinkler maintenance inspection, passed inspection, compliance engine submission for fire system performance Created on 06/13/2025 PageP? edf 24 Bill Detail Work Order Reference Bill Date Due Date GL Account Property Unit Payee Name Paid Unpaid Check # Paid Date Description Issue tests, Title 19 annual fire sprinkler testing and compliance engine submission, pass. 24616 05/27/2025 05/27/2025 6000 - Fire Park Vista - F.A.S.T. Fire 375.00 0.00 7CO2-64C0 06/11/2025 Quarterly fire Service 615 E. Holly Pro sprinkler Avenue El maintenance Segundo, CA inspection 90245 per Fire Dept. 24615 05/27/2025 05/27/2025 6000 - Fire Park Vista - F.A.S.T. Fire 991.73 0.00 7CO2-64C0 06/11/2025 Emergency Alarm Service 615 E. Holly Pro call for fire Avenue El alarm going Segundo, CA off in 90245 elevator, trouble shoot valve tamper switch, replace tamper switch, tested and left working properly again. Materials + technician labor. 2,766.73 0.00 6210 - Maintenance 408726 05/05/2025 05/05/2025 6210 - Park Vista - 510 Montalvo, 250.00 0.00 DB16-8030 05/28/2025 Snaked main Maintenance 615 E. Holly Uriel line for unit to Avenue El clear urgent Segundo, CA clog affecting 90245 drains. 250353 05/05/2025 05/05/2025 6210 - Park Vista - The Stanley 1,601.00 0.00 5158-D390 05/19/2025 Boiler Maintenance 615 E. Holly Louis maintenance; Avenue El Company replaced both Segundo, CA storage 90245 tank's anode rods due to condition of current units. Tested system after, Created on 06/13/2025 Pagepf4edf 24 Bill Detail Work Order Reference Bill Date Due Date GL Account Property Unit Payee Name Paid Unpaid Check # Paid Date Description Issue running properly. New parts and labor. 48453 05/07/2025 05/07/2025 6210 - Park Vista - Southbay 141.01 0.00 3000000599 05/19/2025 Maintenance Maintenance 615 E. Holly Industrial supplies; Avenue El Hardware paint roller, Segundo, CA clear vinyl 90245 tubing, (2) re- screens for windows. 48454 05/07/2025 05/07/2025 6210 - Park Vista - Southbay 29.59 0.00 3000000599 05/19/2025 Maintenance Maintenance 615 E. Holly Industrial supplies; (3) Avenue El Hardware toilet tank Segundo, CA flappers. 90245 48458 05/07/2025 05/07/2025 6210 - Park Vista - Southbay 27.42 0.00 3000000599 05/19/2025 Maintenance Maintenance 615 E. Holly Industrial supplies; Avenue El Hardware quick set Segundo, CA compound. 90245 9236809884 05/08/2025 05/08/2025 6210 - Park Vista - HD Supply 176.49 0.00 5837 05/13/2025 Janitor - Maintenance 615 E. Holly Cleaning Avenue El supplies. Segundo, CA 90245 9236908408 05/12/2025 05/12/2025 6210 - Park Vista - 108 HD Supply 952.62 0.00 5837 05/13/2025 New Maintenance 615 E. Holly dishwasher Avenue El machine. Segundo, CA 90245 408732 05/12/2025 05/12/2025 6210 - Park Vista - 328 Montalvo, 1,800.00 0.00 4E4A-2EC0 06/10/2025 Re -sloped Maintenance 615 E. Holly Uriel balcony floor; Avenue El sand, add Segundo, CA fiber glass, 90245 add floor texture. Scraped and added (2) coats of paint. Cleaned and hauled away debris. 408740 05/12/2025 05/12/2025 6210 - Park Vista - Montalvo, 380.00 0.00 70AA-74C0 06/06/2025 Removed Maintenance 615 E. Holly Uriel washing Avenue El machines, Segundo, CA snaked all Created on 06/13/2025 Pagep?Fdf 24 Bill Detail Work Order Reference Bill Date Due Date GL Account Property Unit Payee Name Paid Unpaid Check # Paid Date Description Issue 90245 washing machine drain lines, reinstalled washing machines back. 408728 05/12/2025 05/12/2025 6210 - Park Vista - 419 Montalvo, 350.00 0.00 70AA-74C0 06/06/2025 Repaired 5th Maintenance 615 E. Holly Uriel floor patio Avenue El drain causing Segundo, CA leaking into 90245 unit. 408565 05/12/2025 05/12/2025 6210 - Park Vista - Montalvo, 150.00 0.00 70AA-74C0 06/06/2025 Replaced Maintenance 615 E. Holly Uriel light ballast Avenue El for a 2nd Segundo, CA floor light 90245 fixture and bulbs. 38770 05/14/2025 05/14/2025 6210 - Park Vista - Cadman 41.69 0.00 ACH 05/14/2025 Quill INV Maintenance 615 E. Holly Group 43833541 - Avenue El cleaning Segundo, CA supplies 90245 38770 05/14/2025 05/14/2025 6210 - Park Vista - Cadman 65.38 0.00 ACH 05/14/2025 Quill INV Maintenance 615 E. Holly Group 43831783 - Avenue El cleaning Segundo, CA supplies 90245 9236990804 05/14/2025 05/14/2025 6210 - Park Vista - 320 HD Supply 96.10 0.00 5838 05/29/2025 Maintenance Maintenance 615 E. Holly supplies for Avenue El unit #320 Segundo, CA 90245 408618 05/15/2025 05/15/2025 6210 - Park Vista - Montalvo, 450.00 0.00 7BFC-DA00 06/11/2025 Added (2) Maintenance 615 E. Holly Uriel coats of paint Avenue El on 50 ft. of Segundo, CA exterior iron 90245 fencing after repairs were made. 408617 05/15/2025 05/15/2025 6210 - Park Vista - Montalvo, 480.00 0.00 7BFC-DA00 06/11/2025 Added (2) Maintenance 615 E. Holly Uriel coats of Avenue El primer on 50 Segundo, CA ft. of exterior 90245 fencing after repairs were made. Created on 06/13/2025 Pagep?Wdf 24 Bill Detail Work Order Reference Bill Date Due Date GL Account Property Unit Payee Name Paid Unpaid Check # Paid Date Description Issue 9237082550 05/16/2025 05/16/2025 6210- Park Vista - 320 HD Supply 31.74 0.00 5838 05/29/2025 Maintenance Maintenance 615 E. Holly supplies. Avenue El Segundo, CA 90245 9237135188 05/19/2025 05/19/2025 6210 - Park Vista - 108 HD Supply 25.01 0.00 5838 05/29/2025 Maintenance Maintenance 615 E. Holly supplies. Avenue El Segundo, CA 90245 03010 05/19/2025 05/19/2025 6210 - Park Vista - Hernandez 3,000.00 0.00 4E4B-9E20 06/10/2025 Annual deep Maintenance 615 E. Holly Carpet Care cleaning of Avenue El carpets of 1st Segundo, CA floor lobby, 90245 entry, and office and landing and stairs of all floors. 408744 05/19/2025 05/19/2025 6210 - Park Vista - 319 Montalvo, 350.00 0.00 4E4A-2EC0 06/10/2025 Checked Maintenance 615 E. Holly Uriel where leak Avenue El was coming Segundo, CA from on unit's 90245 living area floor; removed carpeting and padding, vacuumed all the water from carpet. Installed blowers for (2) days to dry out. 9237160312 05/21/2025 05/21/2025 6210 - Park Vista - HD Supply 42.20 0.00 5838 05/29/2025 Maintenance Maintenance 615 E. Holly supplies for Avenue El the building. Segundo, CA 90245 226068 05/22/2025 05/22/2025 6210 - Park Vista - Montalvo, 180.00 0.00 4E4A-2EC0 06/10/2025 Snaked Maintenance 615 E. Holly Uriel kitchen sink Avenue El in rec room Segundo, CA for urgent 90245 back-up. 226064 05/22/2025 05/22/2025 6210 - Park Vista - Montalvo, 250.00 0.00 76FC-DA00 06/11/2025 Updated Maintenance 615 E. Holly Uriel back stairway Avenue El ceiling lights Created on 06/13/2025 Pagepl?e& 24 Bill Detail Work Order Reference Bill Date Due Date GL Account Property Unit Payee Name Paid Unpaid Check # Paid Date Description Issue Segundo, CA to LED strip 90245 lights. 226063 05/22/2025 05/22/2025 6210 - Park Vista - Montalvo, 180.00 0.00 7BFC-DA00 06/11/2025 Replaced Maintenance 615 E. Holly Uriel broken old Avenue El ceiling fan in Segundo, CA office with 90245 new one. 226062 05/22/2025 05/22/2025 6210 - Park Vista - 108 Montalvo, 330.00 0.00 7BFC-DA00 06/11/2025 Updated Maintenance 615 E. Holly Uriel electric Avenue El power to Segundo, CA dishwasher, 90245 re -installed dishwasher. 226058 05/22/2025 05/22/2025 6210 - Park Vista - 313 Montalvo, 220.00 0.00 7BFC-DA00 06/11/2025 Snaked Maintenance 615 E. Holly Uriel kitchen sink Avenue El to main line Segundo, CA to clear clog 90245 causing over- flow. 408592 05/22/2025 05/22/2025 6210 - Park Vista - Montalvo, 425.00 0.00 713FC-DA00 06/11/2025 Supplied and Maintenance 615 E. Holly Uriel installed new Avenue El 6"x42" Segundo, CA garden LED 90245 light post in west side garden. 9237344424 05/27/2025 05/27/2025 6210 - Park Vista - HD Supply 26.32 0.00 5840 06/10/2025 Maintenance Maintenance 615 E. Holly supplies. Avenue El Segundo, CA 90245 226079 05/27/2025 05/27/2025 6210 - Park Vista - Montalvo, 350.00 0.00 7BFC-DA00 06/11/2025 Urgent Maintenance 615 E. Holly Uriel service call to Avenue El snake Segundo, CA laundry room 90245 drains to main line after back-up. 408736 05/27/2025 05/27/2025 6210 - Park Vista - 419 Montalvo, 385.00 0.00 7BFC-DA00 06/11/2025 Removed all Maintenance 615 E. Holly Uriel water Avenue El damaged Segundo, CA drywall of 90245 closet ceiling and let dry. Supplied and installed new drywall, patched, Created on 06/13/2025 PageplSe6f 24 Bill Detail Reference Bill Date Due Date GL Account Property Unit 38798 05/28/2025 05/28/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 38798 05/28/2025 05/28/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9237366121 05/28/2025 05/28/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9237366123 05/28/2025 05/28/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 6250 - Gardening 6743 05/01/2025 05/01/2025 6250 - Park Vista - Gardening 615 E. Holly Avenue El Segundo, CA 90245 6270 - Management Fees 05/05/2025 05/05/2025 6270 - Park Vista - Management 615 E. Holly Fees Avenue El Segundo, CA 90245 6315 - Pest Control 438951 05/07/2025 05/07/2025 6315 - Pest Park Vista - Control 615 E. Holly Avenue El Work Order Payee Name Paid Unpaid Check # Paid Date Description Issue added popcorn texture, and match wall paint. Cadman 79.88 0.00 528 05/28/2025 Quill Invoice - Group 184426176 - cleaning supplies Cadman 125.00 0.00 528 05/28/2025 IT Service - Group Teresa issues with webcam for Fair Housing training HD Supply 89.75 0.00 5840 06/10/2025 Maintenance supplies for the building. HD Supply 83.61 0.00 5840 06/10/2025 Maintenance supplies - Light bulbs 13,164.81 0.00 Octavio 1,303.49 0.00 A9A4-18D0 05/05/2025 Monthly Rojas Service - Landscaping April Cadman 16,500.00 0.00 ACH 05/05/2025 Management Group Fees for 05/ 2025 Terminix 86.80 0.00 3000000595 05/08/2025 Monthly Service - May Created on 06/13/2025 PageP Wdf 24 Bill Detail Reference Bill Date Due Date GL Account Property Unit Segundo, CA 90245 24278 05/12/2025 05/12/2025 6315 - Pest Park Vista - Control 615 E. Holly Avenue El Segundo, CA 90245 24278 05/21/2025 05/21/2025 6315 - Pest Park Vista - Control 615 E. Holly Avenue El Segundo, CA 90245 6410 - Electricity 700394170456 05/16/2025 05/16/2025 6410 - Park Vista - Electricity 615 E. Holly Avenue El Segundo, CA 90245 700587779325 05/16/2025 05/16/2025 6410 - Park Vista - 109 Electricity 615 E. Holly Avenue El Segundo, CA 90245 6420 - Gas 056 105 05/09/2025 05/09/2025 6420 - Gas Park Vista - 32003 615 E. Holly Avenue El Segundo, CA 90245 6445 - Telephone/Internet 8448 30 006 05/27/2025 05/27/2025 6445 - Park Vista - 0397046 Telephone/ 615 E. Holly Internet Avenue El Segundo, CA 90245 6455 - Cable/Television 8448 30 006 05/14/2025 05/14/2025 6455 - Cable/ Park Vista - 0017008 Television 615 E. Holly Avenue El Segundo, CA Payee Name Al & Sons Termite and Pest Control Inc. Al & Sons Termite and Pest Control Inc. Edison Edison SoCalGas Spectrum Spectrum Paid Unpaid Check # Paid Date Description Work Order Issue 175.00 0.00 3000000597 05/12/2025 service 3/20/ 25-4/17/25 175.00 0.00 3000000602 05/21/2025 Service 4/17/ 25-5/15/25 436.80 0.00 1,607.38 0.00 3000000600 05/19/2025 service 4/10/ 25-5/9/25 118.62 0.00 3000000601 05/19/2025 Service 4/10/ 25-5/11 /25 1,726.00 0.00 1,413.43 0.00 3000000596 05/09/2025 service 4/3/ 25-5/2/25 231.17 0.00 ACH 05/27/2025 Service 5/8/ 25-6/7/25 5,697.33 0.00 3000000598 05/14/2025 service 5/4/ 25-6/3/25 Created on 06/13/2025 PageP2@e&f 24 Bill Detail Reference Bill Date Due Date GL Account Property Unit Payee Name 90245 05/19/2025 05/19/2025 6455 - Cable/ Park Vista - Spectrum Television 615 E. Holly Avenue El Segundo, CA 90245 7420 - Office Supplies 38770 05/14/2025 05/14/2025 7420 - Office Park Vista - Cadman Supplies 615 E. Holly Group Avenue El Segundo, CA 90245 38781 05/19/2025 05/19/2025 7420 - Office Park Vista - Cadman Supplies 615 E. Holly Group Avenue El Segundo, CA 90245 7450 - Advertising & Promotion 38781 05/19/2025 05/19/2025 7450 - Park Vista - Cadman Advertising & 615 E. Holly Group Promotion Avenue El Segundo, CA 90245 7610 - Legal Expenses (Expense account) 8845 05/21/2025 05/21/2025 7610 - Legal Park Vista - Joseph L. Expenses 615 E. Holly Cruz, APC (Expense Avenue El account) Segundo, CA 90245 Total Paid Unpaid Check # Paid Date Description Work Order Issue 32.19 0.00 ACH 05/19/2025 Service 4/30/ 29 - 5/29/25 5,729.52 0.00 28.22 0.00 ACH 157.80 0.00 ACH 186.02 562.86 105.00 45,591.83 0.00 0.00 ACH 05/14/2025 New computer speakers for manager's computer 05/19/2025 Quill INV 43982537- coffee and kitchen supplies 05/19/2025 Noahs Bagels for tenant quarterly meeting 0.00 53C5-13130 05/21/2025 0.00 Created on 06/13/2025 PageP2ge(f 24 Budget - Comparative Properties: Park Vista - 615 E. Holly Avenue El Segundo, CA 90245 Period Range: May 2025 to May 2025 Comparison Period Range: May 2024 to May 2024 Additional Account Types: Asset, Cash, Liability, Capital Accounting Basis: Cash Level of Detail: Detail View Account Name Period Actual Period Budget Period $ Variance Period % Variance Income RENT Rent Income 86,480.72 80,325.00 6,155.72 7.66% Parking Income 1,660.49 1,654.44 6.05 0.37% Passthrough 0.00 0.00 0.00 0.00% Charges Total RENT 88,141.21 81,979.44 6,161.77 7.52% Vacancy 0.00 -4,016.25 4,016.25 100.00% Prepayment 270.63 0.00 270.63 - NSF Bank Fees 25.00 0.00 25.00 - Collected Application Fee 20.00 0.00 20.00 - Income Laundry Income 562.59 602.00 -39.41 -6.55% Total Budgeted 89,019.43 78,565.19 10,454.24 13.31% Operating Income Expense Fire Service 0.00 833.33 833.33 100.00% Fire Extinguisher 0.00 83.33 83.33 100.00% Service Maintenance 20,700.41 24,583.33 3,882.92 15.79% Elevator service 0.00 1,250.00 1,250.00 100.00% Gardening 1,303.49 1,750.00 446.51 25.51 % Management 16,500.00 16,500.00 0.00 0.00% Fees Pest Control 436.80 500.00 63.20 12.64% Insurance - 0.00 2,708.33 2,708.33 100.00% Property Earthquake 0.00 7,916.67 7,916.67 100.00% Insurance Created on 06/13/2025 Comparison Comparison Comparison $ Comparison % Actual Budget Variance Variance 78,521.50 78,690.00 -168.50 -0.21 % 1,606.15 1,622.00 -15.85 -0.98% -30.00 0.00 -30.00 - 80,097.65 80,312.00 -214.35 -0.27% 0.00 -2,916.67 2,916.67 100.00% -1,083.53 0.00 -1,083.53 - 0.00 0.00 0.00 0.00% 0.00 0.00 0.00 0.00% 488.75 860.00 -371.25 -43.17% 79,502.87 78,255.33 1,247.54 1.59% 0.00 833.33 833.33 100.00% 0.00 0.00 0.00 0.00% 9,593.48 17,500.00 7,906.52 45.18% 5,800.00 1,250.00 -4,550.00 -364.00% 1,204.59 1,750.00 545.41 31.17% 16,500.00 16,500.00 0.00 0.00% 339.34 500.00 160.66 32.13% 0.00 0.00 0.00 0.00% 0.00 0.00 0.00 0.00% PageF22edf 24 Budget - Comparative Comparison Comparison Comparison $ Comparison % Account Name Period Actual Period Budget Period $ Variance Period % Variance Actual Budget Variance Variance Licenses and 0.00 50.00 50.00 100.00% 0.00 50.00 50.00 100.00% Permits Electricity 1,726.00 2,083.33 357.33 17.15% 1,661.16 2,350.00 688.84 29.31% Gas 1,413.43 1,666.67 253.24 15.19% 1,104.64 2,000.00 895.36 44.77% Water 0.00 4,500.00 4,500.00 100.00% 0.00 4,500.00 4,500.00 100.00% Telephone/ 231.17 2,750.00 2,518.83 91.59% 204.92 2,750.00 2,545.08 92.55% Internet Cable/Television 5,729.52 6,250.00 520.48 8.33% 4,359.38 6,250.00 1,890.62 30.25% Office Supplies 186.02 400.00 213.98 53.50% 751.72 400.00 -351.72 -87.93% Advertising & 562.86 1,166.67 603.81 51.75% 0.00 450.00 450.00 100.00% Promotion Entertainment 0.00 416.67 416.67 100.00% 0.00 0.00 0.00 0.00% Legal Expenses 105.00 300.00 195.00 65.00% 0.00 300.00 300.00 100.00% (Expense account) Bank Service 12.00 6.25 -5.75 -92.00% 0.00 6.25 6.25 100.00% Fees Postage 0.00 20.83 20.83 100.00% 0.00 20.83 20.83 100.00% Professional Fees 0.00 708.33 708.33 100.00% 0.00 625.00 625.00 100.00% Total Budgeted 48,906.70 76,443.74 27,537.04 36.02% 41,519.23 58,035.41 16,516.18 28.46% Operating Expense Total Budgeted 89,019.43 78,565.19 10,454.24 13.31% 79,502.87 78,255.33 1,247.54 1.59% Operating Income Total Budgeted 48,906.70 76,443.74 27,537.04 36.02% 41,519.23 58,035.41 16,516.18 28.46% Operating Expense NOI - Net 40,112.73 2,121.45 37,991.28 1790.82% 37,983.64 20,219.92 17,763.72 87.85% Operating Income Other Income Interest on Bank 8,519.59 4,166.67 4,352.92 104.47% 5,772.76 2,500.00 3,272.76 130.91% Accounts Total Budgeted 8,519.59 4,166.67 4,352.92 104.47% 5,772.76 2,500.00 3,272.76 130.91% Other Income Net Other Income 8,519.59 4,166.67 4,352.92 104.47% 5,772.76 2,500.00 3,272.76 130.91% Created on 06/13/2025 PageF29e6f 24 Budget - Comparative Account Name Period Actual Period Budget Period $ Variance Period % Variance Total Budgeted 97,539.02 82,731.86 14,807.16 17.90% Income Total Budgeted 48,906.70 76,443.74 27,537.04 36.02% Expense Net Income 48,632.32 6,288.12 42,344.20 673.40% Cash Cash in Bank 41,330.73 0.00 -41,330.73 — Park Vista 8,519.59 0.00 -8,519.59 — Reserve Account - LAIF Total Budgeted 49,850.32 0.00 -49,850.32 — Cash Liability Pet Deposit -200.00 0.00 -200.00 — Key Deposit -20.00 0.00 -20.00 — Security Deposit 1,438.00 0.00 1,438.00 — Passthrough 0.00 0.00 0.00 0.00% Cash Account Total Budgeted 1,218.00 0.00 1,218.00 — Liability Comparison Comparison Comparison $ Comparison % Actual Budget Variance Variance 85,275.63 80,755.33 4,520.30 5.60% 41,519.23 58,035.41 16,516.18 28.46% 43,756.40 22,719.92 21,036.48 92.59% 35,222.64 0.00 -35,222.64 — 5,772.76 0.00 -5,772.76 — 40,995.40 0.00 -40,995.40 — 0.00 0.00 0.00 0.00% -20.00 0.00 -20.00 — -2,771.00 0.00 -2,771.00 — 30.00 0.00 30.00 — -2,761.00 0.00 -2,761.00 — Created on 06/13/2025 PagePNedf 24