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| OHCC LIVING | AUGUST 2025 | 5 The Executive Finance Committee met on July 2, 2025 to review May 31, 2025 financial statements. This review included comprehensive explanations of variances from the budget. Abbreviated financial statements are posted on the website. The total variance from budget for two months of the fiscal year is $43,830. During the two months ended May 31, 2025 additional income was realized from higher interest rates. Open positions of Keystone personnel resulted in lower expenses. Required tree removals, trimming and replacements increased expenses. The equity balance at May 31, 2025 is $511,192. Currently the state of the Association's finances remains sound and stable. The fiscal year ended March 31, 2025 audit is in process and any adjustments will be ref lected in future statements. Treasurer's Report By Ann Collins, OHCC Treasurer Balance Sheet: May 31, 2025 Operating Cash and Receivables $ 980,494 Reserves and Other $ 5,155,911 Total Assets $6,136,405 Reserve & Capital Obligations $ 5,091,160 Current Liabilities $ 534,053 Total Liabilities & Obligations $ 5,625,213 Equity $ 511,192 Income and Expense Statement: Two months ended May 31, 2025 Budget Actual Variance Income $ 1,710,224 $ 1,718,222 $ 7,998 Expenses $ 1,710,990 $ 1,675,158 $ 35,832 Net $ (766) $ 43,064 $ 43,830 Having your medical and insurance information up to date and readily available in case of an emergency is important! It does not seem like a day goes by without seeing a fire truck or EMT here in OHCC. When the first responders arrive, part of the team will check the ill person, while another responder will ask about the person's medical history. Having your medical histories written down in the Vial of Life form (which can be found on the SERT Website Vial of Life - Vial of Life Form) and supplementing this information with a list of all significant surgeries, their dates, all current medications (RX + over-the-counter drugs and supplements) with their dosages and when taken, allergic reactions (to medication + food + environmental), and the names of all your doctors (primary and specialists). SMART911.com is another incredibly convenient location to keep your emergency information that is instantly available when you call 911 from your cell phone in Oceanside. More information on SMART911 is available on the OHCCSERT.com website. More vital information to have: • Blood type • Advanced Directive • Health Insurance, (Primary and Secondary - name and policy number) • Pharmacy name, address, and phone number, • Dental insurance, and • Emergency contact(s) To be totally prepared, keep a copy of this information in the glove box in your vehicles and a condensed version in your wallet. Insurance Records – keep your homeowners/auto/earthquake and other policies up to date and make sure persons on your emergency contact list know where these documents are kept. Taking pictures of your home's contents is an innovative idea in case of a major disaster and you need to file a claim. It is also wise to have information about your pet, especially in the event of an evacuation. People with Pets • Get your pet an ID tag and microchip, if possible. • Pack food, water, medicine, and proof of immunization. • Not all shelters will accept pets during an emergency so Dial 211 to ask which public shelters accept animals. • If you can keep your pet with you, it will need to be kept in a crate for its protection and certain restrictions. In SERT, we frequently talk about "Your Safety is Your Responsibility!" SERT frequently asks how we can help YOU be better prepared for the unexpected. What you prepare for today could help save your life tomorrow. Please stay safe! ~ Tom Porter, President Your Medical & Insurance Records