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2025-08-27 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 AUGUST 27, 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://www.elsepundo.or_p/_povemmenUdepartments/city-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. Page 1 of 23 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 Approval of Meetings Minutes Recommendation - 1. Approve the regular Senior Citizen Housing Corporation minutes from July 23, 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 July 2025. 2. Alternatively, discuss and take other action related to this item. 4. Discussion and Consideration to Allow for Vending Machines in Park Vista Recommendation — 1. Discuss and consider allowing vending machines in Park Vista. 2. Alternatively, discuss and take other action related to this item. 2 Page 2 of 23 D. REPORTS - COMMUNITY DEVELOPMENT DEPARTMENT 5. UDcomina 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) /_11111911107 I Til4kikI POSTED: DATE: TIME: BY: 3 Page 3 of 23 MINUTES OF THE MEETING El Segundo Senior Citizen Housing Board Corporation Wednesday, July 23, 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 Tim Whelan Paula Rotolo Julia Newman Absent: Denise Fessenbecker Others: Neil Cadman Michael Allen Agnes Ho PUBLIC COMMUNICATION. (Suggestion Box Comments) A resident submitted a letter dated July 21, 2025, in the comment box regarding the malfunction of the washing machine. Paula stated that residents in the future should reach out to Cadman Group as soon as possible. • #320 Doty Gomez submitted a letter dated July 21, 2025, to request a West Side vending machine as a test run for snacks for the residents. Neil believes that it would be a liability for the facility. Tim inquired what the lability might be. The board requested a follow-up from the City Attorney as to liability or if allowed. • A resident asked about Amazon being contacted at 11:30 PM to enter the building for the delivery of package. • #402 Val inquired about agenda item 4 on not allowing non -voting board member the opportunity to be able vote. She stated that, as a resident, she disagrees with not having a vote. A. CONSENT 1. APPROVAL OF MEETING MINUTES Motioned by Paula Rotolo and seconded by Julia Newman to approve the June 25, 2025, Meeting Minutes. The motion passed 4-0. B. UNFINISHED BUSINESS • Tim provided an update to the common area artwork policy. He stated that he spoke with Michael is working with the City Attorney to provide the board information guidelines policy. C. NEW BUSINESS 2. President's Report (Paul Lanyi) • Paul provided a recap of the posting of agenda location on the city websites. Neil clarified that the positing and hardcopies on the bulletin board and placed at the front counter. He also confirmed that the financial was not include with the hardcopies of the agenda. • Paul informed the board that the facility assessment is schedule to take place in 2026. Page 4 of 23 Receive and file: Motion carried 4-0 3. Financial Statements and LAIF (Local Agency Investment Fund). (Neil Cadman) • Paul inquired about the balance of the account. Neil stated that he recently transferred $60k, leaving a balance of $2.5 million. • Tim noticed that extreme dollar amount being spent on Unit #309 for maintenance. Neil stated that, yes, it is getting complete make over that hasn't been done in years. Receive and file: Motion carried 4-0 4. Discussion and Consideration of Amending the bylaws to Allow for Park Vista Resident to Serve as a Non -voting Board Member. • Michael provided a brief discussion from council stating that new law is in effect and is going to table this item until after the council meeting on August 18th with additional information for the board. • Julia inquired about the benefit of non -voting members. Michael reply that there is pros and cons that gives a voice on the dais to non -voting board members. • Michael informed the board that Paul and Julia's terms had expired. The City Council has extended their terms until the end of August, but he is not sure when it would reopen. • Paul inquired if the city attorney would provide direction to the board. Michael stated that he believes the city attorney would provide direction. 5. 2024 Financial Audit Scope of Services • Neil informed the board of the annual audit report in the packet. He stated that the president would need sign the report. D. REPORTS — COMMUNITY DEVELOPMENT DEPARTMENT 6. Upcoming Events • Michael informed the resident that on August 19th there will be a barbeque at the Joslyn Center from 12:00 pm to 2:00 pm. • National Night Out is on August 511 on Main Street. E. REPORTS — SENIOR CITIZENS HOUSING BOARD • Tim stated the 3rd floor annual inspection has been completed. • Paul asked if the contracts for Cadman Group would be reviewed. Michael stated that it is a workplan to review contracts calendar. F. REPORTS — MANAGEMENT (CADMAN GROUP) • Media Room has received a new television. • City has been alerted about the railing repairs that have been an ongoing update. He stated that a remaining 50 feet is left to complete. • Updated the annual anniversary party planning. He also stated that the National Charity League will be assisting with the event. He also stated that the resident would like to see the attendance of City Council. ADJOURNMENT: 4:20 PM NEXT MEETING: Wednesday, August 28, 2025 Page 5 of 23 0 CADMAN ROUP PARK VISTA Financial Reporting Analysis July 2025 Gross Income: $96,790.55 Gross Expenses: $58,916.63 Expenses for the month were normal except for the following: • Maintenance of $29,650.41. Normal operations with a major vacancy prep of unit 309 and 204 (never been renovated before), smaller rent ready work for unit 112 and usual maintenance expenses. • No water bill received in July. • Bank interest of $8,920.77 reported by the City for July. Net Income: $28,953.15 Total Account Balances: $2,584,472.29 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 6 of 23 Total number of vacancies for the month: 96.9% occupied on 7/1/2025 95.9% occupied on 7/31/2025 Move -outs: 1 Move -ins: 0 Notices to Vacate: 3 Budget Comparison Notes: Operations: Operations for the month performed $31,585.80 over budget for July, $275,480.88 over budget YTD. This is primarily due to both earthquake and liability/fire insurance budgeted monthly but paid annually. NOTE: earthquake insurance paid in August so much of this will catch up next month. Also, water much less than budget due to the City crediting the facility over the wrong billing structure. Income • Income for the month of July $9,304.59 over budget for July, $66,082.06 over budget YTD. Expenses: • Overall expenses for July $17,527.11 under budget, $180,762.85 under budget YTD. • Maintenance $5,067.08 over budget for July, $47,595.33 under budget YTD. • Electricity over budget for July by $771.23, and $976.93 under budget YTD. • Gas under budget by $474.04 for July and $546.78 over budget YTD. • Cable Television under budget by $552.67 for July, $3,497.42 under budget YTD. • Water performing $20,514.75 under budget YTD, but this is due to the City of El Segundo roll back of over charging for previous years. • Telephone $2,468.97 under budget for July and $17,232.96 under budget YTD. • Elevator service over budget by $3,436.14 YTD due to the final payment of the new flooring. • Management fees over budget by $500 for July — the auditor found that Cadman Group had not charged the current fee in September 2024 when the rate changed. 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 23 EL SEGUNDO SENIOR CITIZENS HOUSING DEVELOPMENT CORPORATION 350 MAIN STREET, EL SEGUNDO, CA 90245 August 13, 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: Q3-2025 July-25 Original Beginning balance at June 30, 2025 $ 2,354,645.52 Accrued: Interest (Posted quarterly) $ 8,920.77 Add: Deposits Transfer in 7/17/2025 $ 60,000.00 Add: Deposits Less: Withdrawals As of TOTAL IN LAIF/CAMP - G/L# 504-101-0000-0004: 7/31/2025 $ 2,423,566.29 Accrued Interest (posted quarterly by the 15th day following quarter ): Interest Earned July @ 4.410% Actual CAMP for 31 days $ 8,920.77 Interest Earned August @ Actual CAMP for 31 days $ - Interest Earned September @ Actual CAMP for 30 days $ - Accrued Interest quarter to date $ 8,920.77 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. lYaylof e ( 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\2026\SENIOR HOUSING REPORT 2026.x1s Page 8 of 23 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: Jul 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 87,230.00 Parking Income 1,660.49 Passthrough Charges 0.00 Total RENT 88,890.49 Maintenance Charge 450.00 (Income Account) Prepayment -2,032.57 NSF Bank Fees 0.00 Collected Application Fee Income 0.00 Laundry Income 561.86 Total Operating Income 87,869.78 Expense Fire Service 255.00 Fire Extinguisher 0.00 Service Maintenance 29,650.41 Elevator service 0.00 Gardening 1,342.49 Management Fees 17,000.00 Pest Control 348.60 Licenses and Permits 0.00 Electricity 2,854.56 Gas 1,192.63 Water 0.00 Telephone/Internet 281.03 Trash 0.00 Cable/Television 5,697.33 Office Supplies 107.15 Uniforms 0.00 Advertising & 187.43 Promotion Legal Expenses 0.00 (Expense account) Bank Service Fees 0.00 Total Operating 58,916.63 Expense Year to Month End % of Year to Month End 99.27 603,887.72 98.03 1.89 11,627.84 1.89 0.00 0.00 0.00 101.16 615,515.56 99.92 0.51 2,539.02 0.41 -2.31 -5,487.58 -0.89 0.00 50.00 0.01 0.00 0.00 0.00 0.64 3,421.39 0.56 100.00 616,038.39 100.00 0.29 3,786.73 0.61 0.00 0.00 0.00 33.74 124,488.02 20.21 0.00 12,186.14 1.98 1.53 10,522.33 1.71 19.35 116,000.00 18.83 0.40 2,085.14 0.34 0.00 450.00 0.07 3.25 13,606.42 2.21 1.36 12,213.47 1.98 0.00 10,985.25 1.78 0.32 2,017.04 0.33 0.00 335.83 0.05 6.48 40,252.58 6.53 0.12 1,956.86 0.32 0.00 542.00 0.09 0.21 2,486.80 0.40 0.00 405.00 0.07 0.00 24.00 0.00 67.05 354,343.61 57.52 Created on 08/20/2025 Pag�PW-df 23 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 28,953.15 32.95 261,694.78 42.48 8,920.77 10.15 57,802.66 9.38 8,920.77 10.15 57,802.66 9.38 10.15 9.38 8,920.77 57,802.66 96,790.55 110.15 673,841.05 109.38 58,916.63 67.05 354,343.61 57.52 319,497.44 37,873.92 43.10 51.86 Created on 08/20/2025 PagepfWdf 23 Balance Sheet Properties: Park Vista - 615 E. Holly Avenue El Segundo, CA 90245 As of: 07/31 /2025 Accounting Basis: Cash Level of Detail: Detail View Include Zero Balance GL Accounts: No Account Name ASSETS Cash Cash in Bank Park Vista Reserve Account - LAIF Total Cash Building Improvements Equipment Furnishings Personal Property Accumulated Depreciation TOTAL ASSETS LIABILITIES & CAPITAL Liabilities Pet Deposit Key Deposit Security Deposit Passthrough Cash Account Accounts Payable Total Liabilities Capital Owner Contribution Owner Distribution Retained Earnings Prior Years Retained Earnings Calculated Retained Earnings Calculated Prior Years Retained Earnings Total Capital TOTAL LIABILITIES & CAPITAL Balance 160,906.06 2,423,566.29 2,584,472.35 1,046,041.00 184,779.00 153,863.00 -0.05 1,084,089.00 2,885,066.30 4,325.00 1,740.00 76,870.00 1,596.00 11,429.00 95,960.00 35,996.00 -35,996.00 36,195.95 12,696.00 319,497.44 2,420,716.91 2,789,106.30 2,885,066.30 Created on 08/20/2025 PagePlIedf 23 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: 07/01/2025 to 07/31/2025 Show Reversed Transactions: No Project: All Reference Bill Date Due Date GL Account Property Unit 6000 - Fire Service FSF-1130389 07/16/2025 07/16/2025 6000 - Fire Park Vista - Service 615 E. Holly Avenue El Segundo, CA 90245 6210 - Maintenance 9238447554 07/01/2025 07/01/2025 6210 - Park Vista - 112 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238447555 07/01/2025 07/01/2025 6210 - Park Vista - 112 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238447556 07/01/2025 07/01/2025 6210 - Park Vista - 112 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238447557 07/01/2025 07/01/2025 6210 - Park Vista - 112 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238447558 07/01/2025 07/01/2025 6210 - Park Vista - 112 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 Work Order Payee Name Paid Unpaid Check # Paid Date Description Issue Fire Safety 255.00 0.00 8678-8D50 07/17/2025 Fire alarm First monitoring - July - September 2025 HD Supply 107.32 0.00 5845 07/15/2025 New bathroom sink. HD Supply 125.10 0.00 5845 07/15/2025 Vacancy/ Prep - # 112 New bathroom vanity lamp. HD Supply 131.69 0.00 5845 07/15/2025 New ceiling fan. HD Supply 141.58 0.00 5845 07/15/2025 Vacancy/ Prep # 112 new range vent hood HD Supply 2,028.18 0.00 5845 07/15/2025 Vacancy/ Prep # 112- New gas range and dishwasher. Created on 08/20/2025 PagePf2edf 23 Bill Detail Reference Bill Date Due Date GL Account Property Unit 226256 07/01/2025 07/01/2025 6210- Park Vista - 220 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238560760 07/08/2025 07/08/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238605090 07/08/2025 07/08/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238620420 07/08/2025 07/08/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 48593 07/08/2025 07/08/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 48549 07/08/2025 07/08/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 48556 07/08/2025 07/08/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 48566 07/08/2025 07/08/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 48581 07/08/2025 07/08/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA Payee Name Pitbull Remodeling Maintenance HD Supply HD Supply HD Supply Southbay Industrial Hardware Southbay Industrial Hardware Southbay Industrial Hardware Southbay Industrial Hardware Southbay Industrial Hardware Work Order Paid Unpaid Check # Paid Date Description Issue 180.00 0.00 D012-1940 07/11/2025 Repaired dishwasher with new water supply line. 24.78 0.00 5845 07/15/2025 Janitor - Cleaning supplies. 24.78 0.00 5845 07/15/2025 Maintenance supplies. 23.37 0.00 5845 07/15/2025 Janitor - Cleaning supplies. 85.11 0.00 3000000615 07/21/2025 Maintenance supplies; paint tray, paint brushes, stucco patch. 74.62 0.00 3000000615 07/21/2025 Maintenance supples; shower stems, cartridges. 15.35 0.00 3000000615 07/21/2025 Maintenance supples; bailing wire spool. 66.43 0.00 3000000615 07/21/2025 Maintenance supplies; ABS pipes, flex santees, plumbing and drain pipe parts. 357.19 0.00 3000000615 07/21/2025 Maintenance supples; vacancy prep #204 Created on 08/20/2025 PagePfgedf 23 Bill Detail Reference Bill Date Due Date GL Account Property Unit 90245 9238516138 07/09/2025 07/09/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 226263 07/09/2025 07/09/2025 6210 - Park Vista - 112 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238881566 07/15/2025 07/15/2025 6210 - Park Vista - 112 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238881567 07/15/2025 07/15/2025 6210 - Park Vista - 411 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238881568 07/15/2025 07/15/2025 6210 - Park Vista - 305 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238881569 07/15/2025 07/15/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238881570 07/15/2025 07/15/2025 6210 - Park Vista - 112 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 226294 07/17/2025 07/17/2025 6210 - Park Vista - 408 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 Work Order Payee Name Paid Unpaid Check # Paid Date Description Issue rescreens, #309 rescreens, screwdriver set, circular blade, cable tie pack. HD Supply 64.08 0.00 5845 07/15/2025 Janitor - Cleaning supplies. Pitbull 450.00 0.00 D012-1940 07/11/2025 Haul away Remodeling contents of & unit. Maintenance HD Supply 63.59 0.00 5847 07/21/2025 New window blinds HD Supply 131.69 0.00 5847 07/21/2025 New ceiling fan HD Supply 90.93 0.00 5847 07/21/2025 New window blinds HD Supply 73.85 0.00 5847 07/21/2025 Maintenance supplies. HD Supply 117.92 0.00 5847 07/21/2025 Vertical blinds. Pitbull 275.00 0.00 6E03-5520 07/28/2025 Snaked Remodeling bathroom & toilet, Maintenance repaired toilet tank. Created on 08/20/2025 PageP?4e& 23 Bill Detail Reference Bill Date Due Date GL Account Property Unit 226293 07/17/2025 07/17/2025 6210 - Park Vista - 408 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 39017 07/18/2025 07/18/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 39017 07/18/2025 07/18/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 39017 07/18/2025 07/18/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 39000 07/18/2025 07/18/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9239077419 07/21/2025 07/21/2025 6210 - Park Vista - 407 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9239077420 07/21/2025 07/21/2025 6210 - Park Vista - 406 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9239077421 07/21/2025 07/21/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9239052077 07/21/2025 07/21/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Work Order Payee Name Paid Unpaid Check # Paid Date Description Issue Pitbull 350.00 0.00 6E03-5520 07/28/2025 Snaked Remodeling kitchen and & bathroom Maintenance sink to main line with commercial snake needed to clear. Cadman 83.55 0.00 ACH 07/18/2025 Quill INV Group 44634975- cleaning supplies Cadman 87.33 0.00 ACH 07/18/2025 Quill INV Group 44634648- cleaning supplies Cadman 41.69 0.00 ACH 07/18/2025 Quill INV Group 44621844- cleaning suppies Cadman 92.17 0.00 ACH 07/18/2025 Quill INV Group 44535590- cleaning supplies HD Supply 141.58 0.00 5850 08/04/2025 New range hood. HD Supply 97.68 0.00 5850 08/04/2025 New range hood. HD Supply 27.32 0.00 5850 08/04/2025 Maintenance supplies. - Gloves HD Supply 71.60 0.00 5850 08/04/2025 Maintenance supplies. Created on 08/20/2025 PageP Wo'f 23 Bill Detail Reference Bill Date Due Date GL Account Property Unit Segundo, CA 90245 9238985235 07/21/2025 07/21/2025 6210 - Park Vista - 112 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9238985236 07/21/2025 07/21/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 242102 07/21/2025 07/21/2025 6210 - Park Vista - 112 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 PETTY 07/23/2025 07/23/2025 6210 - Park Vista - CASH Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9239183834 07/23/2025 07/23/2025 6210- Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9239183835 07/23/2025 07/23/2025 6210- Park Vista - 408 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 07/23/2025 07/23/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9239247341 07/28/2025 07/28/2025 6210 - Park Vista - Created on 08/20/2025 Payee Name Paid Unpaid Check # Paid Date Description Work Order Issue HD Supply 118.13 0.00 5850 08/04/2025 New Vertical blinds HD Supply 20.38 0.00 5850 08/04/2025 Maintenance supplies for the building. Pitbull 450.00 0.00 F726-6580 08/11/2025 Hauled away Remodeling all small & personal Maintenance items (clothes, plants, bags, etc.) left by tenant in unit. Estrada , 272.16 0.00 5849 08/04/2025 Petty Cash Teresa expenses 12/ 6/23 - 7/4/25 HD Supply 99.75 0.00 5850 08/04/2025 Maintenance supplies; elongated toilet seats. HD Supply 97.67 0.00 5850 08/04/2025 New faucet. The Stanley 505.66 0.00 E4DD-13300 08/04/2025 Routine Louis maintenance Company to boiler on roof; replaced HSI and flame sensor, and flowswitch per recommendations. Parts + labor. HD Supply 134.32 0.00 5853 08/12/2025 Maintenance PagePTIF& 23 Bill Detail Work Order Reference Bill Date Due Date GL Account Property Unit Payee Name Paid Unpaid Check # Paid Date Description Issue Maintenance 615 E. Holly supplies; Avenue El elongated Segundo, CA ADA toilet 90245 bowl. 242121 07/28/2025 07/28/2025 6210 - Park Vista - 305 Pitbull 280.00 0.00 F726-6580 08/11/2025 Replaced Maintenance 615 E. Holly Remodeling shower stem. Avenue El & Segundo, CA Maintenance 90245 242115 07/28/2025 07/28/2025 6210 - Park Vista - 302 Pitbull 160.00 0.00 F726-6580 08/11/2025 Repaired Maintenance 615 E. Holly Remodeling bedroom Avenue El & window. Segundo, CA Maintenance 90245 242114 07/28/2025 07/28/2025 6210 - Park Vista - 423 Pitbull 180.00 0.00 F726-6580 08/11/2025 Repaired Maintenance 615 E. Holly Remodeling broken Avenue El & kitchen Segundo, CA Maintenance cabinet. 90245 242113 07/28/2025 07/28/2025 6210 - Park Vista - 208 Pitbull 330.00 0.00 F726-6580 08/11/2025 Updated Maintenance 615 E. Holly Remodeling kitchen Avenue El & ceiling light to Segundo, CA Maintenance LED, 90245 removed old ballast and (3) old lightbulbs. 45957 07/28/2025 07/28/2025 6210 - Park Vista - 112 Total 225.00 0.00 F72F-5000 08/11/2025 Vacancy Maintenance 615 E. Holly Maintenance prep; 1 b/1 b Avenue El Group, Inc. full unit Segundo, CA cleaning for 90245 new tenant. 45824 07/28/2025 07/28/2025 6210 - Park Vista - 112 Total 10,808.00 0.00 2498-CC40 08/11/2025 Vacancy prep Maintenance 615 E. Holly Maintenance #112; lb/lb Avenue El Group, Inc. entire unit Segundo, CA prep, primer, 90245 paint walls, ceiling, closets, balcony, cabinets, minor drywall repairs throughout. Supply and replace vent fan in bathroom, Created on 08/20/2025 Pagepf7e& 23 Bill Detail Reference Bill Date Due Date GL Account Property Unit 9239383270 07/29/2025 07/29/2025 6210 - Park Vista - 209 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9236201252 07/30/2025 07/30/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 242126 07/30/2025 07/30/2025 6210 - Park Vista - 502 Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9239451976 07/31/2025 07/31/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9239451977 07/31/2025 07/31/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 9239451978 07/31/2025 07/31/2025 6210 - Park Vista - Maintenance 615 E. Holly Avenue El Segundo, CA 90245 6250 - Gardening 6823 07/01/2025 07/01/2025 6250 - Park Vista - Gardening 615 E. Holly Avenue El Segundo, CA 90245 6823 07/01/2025 07/01/2025 6250 - Park Vista - Created on 08/20/2025 Work Order Payee Name Paid Unpaid Check # Paid Date Description Issue toilet supply lines, kitchen faucet, outlets throughout and light switches. HD Supply 131.69 0.00 5853 08/12/2025 New living room ceiling fan HD Supply 122.58 0.00 5853 08/12/2025 Janitor - Cleaning supplies. Pitbull 220.00 0.00 F726-6580 08/11/2025 After hours Toilet Clog Remodeling emergency; & snaked toilet Maintenance to clear clog. HD Supply 246.94 0.00 5853 08/12/2025 Maintenance supplies; 48" fluorescent light bulb package. HD Supply 116.28 0.00 5853 08/12/2025 Maintenance supplies; LED light bulb packs (5). HD Supply 72.75 0.00 5853 08/12/2025 Maintenance supplies; chrome bathroom faucet. 20,236.79 0.00 Octavio 1,303.49 0.00 3771-1360 07/08/2025 Monthly Rojas Service - Landscaping June Octavio 39.00 0.00 3771-1360 07/08/2025 Extra PageP Sedf 23 Bill Detail Work Order Reference Bill Date Due Date GL Account Property Unit Payee Name Paid Unpaid Check # Paid Date Description Issue Gardening 615 E. Holly Rojas supplies and Avenue El Landscaping approved Segundo, CA work for June 90245 (2)4" sprinklers 1,342.49 0.00 6270 - Management Fees 07/01/2025 07/01/2025 6270 - Park Vista - Cadman 16,500.00 0.00 ACH 07/01/2025 Management Management 615 E. Holly Group Fees for 07/ Fees Avenue El 2025 Segundo, CA 90245 6315 - Pest Control 438951 07/01/2025 07/01/2025 6315 - Pest Park Vista - Terminix 86.80 0.00 3000000611 07/08/2025 Monthly Control 615 E. Holly Service - July Avenue El Segundo, CA 90245 438951 07/15/2025 07/15/2025 6315 - Pest Park Vista - Terminix 86.80 0.00 3000000614 07/17/2025 Monthly Control 615 E. Holly Service - July Avenue El Segundo, CA 90245 24278 07/25/2025 07/25/2025 6315 - Pest Park Vista - Al & Sons 175.00 0.00 3000000618 07/28/2025 service 6/19/ Control 615 E. Holly Termite and 25-7/17/25 Avenue El Pest Control Segundo, CA Inc. 90245 348.60 0.00 6410 - Electricity 700587779325 07/18/2025 07/18/2025 6410 - Park Vista - 109 Edison 139.73 0.00 3000000616 07/21/2025 700587779325 Electricity 615 E. Holly Avenue El Segundo, CA 90245 700394170456 07/18/2025 07/18/2025 6410 - Park Vista - Edison 2,714.83 0.00 3000000617 07/21/2025 service 6/11/ Electricity 615 E. Holly 25-7/13/25 Avenue El Segundo, CA 90245 2,854.56 0.00 Created on 08/20/2025 Pagep?W& 23 Bill Detail Work Order Reference Bill Date Due Date GL Account Property Unit Payee Name Paid Unpaid Check # Paid Date Description Issue 6420 - Gas 056 105 07/10/2025 07/10/2025 6420 - Gas Park Vista - SoCalGas 1,192.63 0.00 3000000612 07/11/2025 Service 6/3/ 32003 615 E. Holly 25-7/2/25 Avenue El Segundo, CA 90245 6445 - Telephone/Internet 39017 07/18/2025 07/18/2025 6445- Park Vista - Cadman 49.86 0.00 ACH 07/18/2025 Spectrum Telephone/ 615 E. Holly Group Mobile line Internet Avenue El Segundo, CA 90245 8448 30 006 07/28/2025 07/28/2025 6445 - Park Vista - Spectrum 231.17 0.00 ACH 07/28/2025 service 7/8/ 0397046 Telephone/ 615 E. Holly 25-8/7/25 Internet Avenue El Segundo, CA 90245 281.03 0.00 6455 - Cable/Television 8448 30 006 07/14/2025 07/14/2025 6455 - Cable/ Park Vista - Spectrum 5,697.33 0.00 3000000613 07/14/2025 service 7/4/ 0017008 Television 615 E. Holly 25-8/3/25 Avenue El Segundo, CA 90245 7420 - Office Supplies 39017 07/18/2025 07/18/2025 7420 - Office Park Vista - Cadman 107.15 0.00 ACH 07/18/2025 Quill INV Supplies 615 E. Holly Group 44720588 - Avenue El coffee Segundo, CA supplies 90245 7450 - Advertising & Promotion 11979 07/22/2025 07/22/2025 7450 - Park Vista - Dial Printers 187.43 0.00 ACH 07/22/2025 Newsletter Advertising & 615 E. Holly Q3 Promotion Avenue El Segundo, CA 90245 Total 49,003.01 0.00 Created on 08/20/2025 PageF26edf 23 Budget - Comparative Properties: Park Vista - 615 E. Holly Avenue El Segundo, CA 90245 Period Range: Jul 2025 to Jul 2025 Comparison Period Range: Jul 2024 to Jul 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 87,230.00 80,325.00 6,905.00 8.60% Parking Income 1,660.49 1,654.44 6.05 0.37% Total RENT 88,890.49 81,979.44 6,911.05 8.43% Maintenance 450.00 0.00 450.00 - Charge (Income Account) Vacancy 0.00 -4,016.25 4,016.25 100.00% Prepayment -2,032.57 0.00 -2,032.57 - NSF Bank Fees 0.00 0.00 0.00 0.00% Collected Laundry Income 561.86 602.00 -40.14 -6.67% Total Budgeted 87,869.78 78,565.19 9,304.59 11.84% Operating Income Expense Fire Service 255.00 833.33 578.33 69.40% Fire Extinguisher 0.00 83.33 83.33 100.00% Service Maintenance 29,650.41 24,583.33 -5,067.08 -20.61 % Elevator service 0.00 1,250.00 1,250.00 100.00% Gardening 1,342.49 1,750.00 407.51 23.29% Management 17,000.00 16,500.00 -500.00 -3.03% Fees Pest Control 348.60 500.00 151.40 30.28% Insurance - 0.00 2,708.33 2,708.33 100.00% Property Earthquake 0.00 7,916.67 7,916.67 100.00% Insurance Licenses and 0.00 50.00 50.00 100.00% Created on 08/20/2025 Comparison Comparison Comparison $ Comparison % Actual Budget Variance Variance 83,842.20 78,690.00 5,152.20 6.55% 1,619.09 1,622.00 -2.91 -0.18% 85,461.29 80,312.00 5,149.29 6.41% 0.00 0.00 0.00 0.00% 0.00 -2,916.67 2,916.67 100.00% 4,057.77 0.00 4,057.77 - 25.00 0.00 25.00 - 411.42 860.00 -448.58 -52.16% 89,955.48 78,255.33 11,700.15 14.95% 375.00 833.33 458.33 55.00% 838.71 0.00 -838.71 - 40,513.51 17,500.00 -23,013.51 -131.51 % 0.00 1,250.00 1,250.00 100.00% 1,184.59 1,750.00 565.41 32.31 % 15,750.00 16,500.00 750.00 4.55% 432.17 500.00 67.83 13.57% 0.00 0.00 0.00 0.00% 0.00 0.00 0.00 0.00% 0.00 50.00 50.00 100.00% PageP2gedf 23 Budget - Comparative Account Name Period Actual Period Budget Period $ Variance Period % Variance Permits Electricity 2,854.56 2,083.33 -771.23 -37.02% Gas 1,192.63 1,666.67 474.04 28.44% Water 0.00 4,500.00 4,500.00 100.00% Telephone/ 281.03 2,750.00 2,468.97 89.78% Internet Cable/Television 5,697.33 6,250.00 552.67 8.84% Office Supplies 107.15 400.00 292.85 73.21% Advertising & 187.43 1,166.67 979.24 83.93% Promotion Entertainment 0.00 416.67 416.67 100.00% Legal Expenses 0.00 300.00 300.00 100.00% (Expense account) Bank Service 0.00 6.25 6.25 100.00% Fees Postage 0.00 20.83 20.83 100.00% Professional Fees 0.00 708.33 708.33 100.00% Total Budgeted 58,916.63 76,443.74 17,527.11 22.93% Operating Expense Total Budgeted 87,869.78 78,565.19 9,304.59 11.84% Operating Income Total Budgeted 58,916.63 76,443.74 17,527.11 22.93% Operating Expense NOI - Net 28,953.15 2,121.45 26,831.70 1264.78% Operating Income Other Income Interest on Bank 8,920.77 4,166.67 4,754.10 114.10% Accounts Total Budgeted 8,920.77 4,166.67 4,754.10 114.10% Other Income Net Other Income 8,920.77 4,166.67 4,754.10 114.10% Total Budgeted 96,790.55 82,731.86 14,058.69 16.99% Created on 08/20/2025 Comparison Comparison Comparison $ Comparison % Actual Budget Variance Variance 2,778.79 2,350.00 -428.79 -18.25% 0.00 2,000.00 2,000.00 100.00% 0.00 4,500.00 4,500.00 100.00% 0.00 2,750.00 2,750.00 100.00% 5,629.44 6,250.00 620.56 9.93% 532.85 400.00 -132.85 -33.21 % 0.00 450.00 450.00 100.00% 0.00 0.00 0.00 0.00% 0.00 300.00 300.00 100.00% 0.00 6.25 6.25 100.00% 0.00 20.83 20.83 100.00% 0.00 625.00 625.00 100.00% 68,035.06 58,035.41 -9,999.65 -17.23% 89,955.48 78,255.33 11,700.15 14.95% 68,035.06 58,035.41 -9,999.65 -17.23% 21,920.42 20,219.92 1,700.50 8.41% 5,850.96 2,500.00 3,350.96 134.04% 5,850.96 2,500.00 3,350.96 134.04% 5,850.96 2,500.00 3,350.96 134.04% 95,806.44 80,755.33 15,051.11 18.64% PageF22e8f 23 Budget - Comparative Account Name Period Actual Period Budget Period $ Variance Period % Variance Income Total Budgeted 58,916.63 76,443.74 17,527.11 22.93% Expense Net Income 37,873.92 6,288.12 31,585.80 502.31% Cash Cash in Bank -31,613.85 0.00 31,613.85 - Park Vista 68,920.77 0.00 -68,920.77 - Reserve Account - LAIF Total Budgeted 37,306.92 0.00 -37,306.92 - Cash Liability Key Deposit 0.00 0.00 0.00 0.00% Security Deposit -567.00 0.00 -567.00 - Total Budgeted -567.00 0.00 -567.00 - Liability Comparison Comparison Comparison $ Comparison % Actual Budget Variance Variance 68,035.06 58,035.41 -9,999.65 -17.23% 27,771.38 22,719.92 5,051.46 22.23% 26,411.42 0.00 -26,411.42 - 5,850.96 0.00 -5,850.96 - 32,262.38 0.00 -32,262.38 - 30.00 0.00 30.00 - 4,461.00 0.00 4,461.00 - 4,491.00 0.00 4,491.00 - Created on 08/20/2025 PageP2'9e& 23