Documents
Link to: SouthBridge Forest CCR's These are the community rules updated on 12/1/2024. They are what the rules and regulations document below is based off of.
Due to Bylaw changes passed on 12/1/24 that require more transparency the board will be updating this page with links to google drive folders for a more user friendly and organized approach. Thanks for your patience.
Below is a list of documents. We will also publish board meeting minutes here in the future.
SEPT 2022 FINANCIAL REPORT
JULY 2022 FINANCIAL REPORT
ANNUAL FINANCIAL STATEMENTS YEARS 2018-2021
$1 Million Umbrella Insurance Policy for HOA
$4500 CITY OF CHARLOTTE GRANT TO ADD ELECTRICITY TO PICNIC SHELTER
8-30-2022 Board Minutes
12/3/2022 Board Minutes
3/3/2023 Executive Board Minutes
6/5/2023 Board minutes on changing Management Companies
7/31/2023 Introductory Meeting with Clark Simson Miller our new Financial Mgt Company
9/5/2023 Youtube Board meeting
9/15/2023 youtube Meeting with CSM going over how to use online financial tools
9/25/2023 youtube Meeing with Lawyer over how best to implement changes to CCRs.
12/04/2023 Youtube board meeting
3/5/2024 Youtube board meeting
Financial Annual General Ledgers Under Cedar Management 2017 to 2023
12/5/2023 Youtube board meeting going over these Agenda Items
Annual revenue reports from 2018-2021. this document shows how much money was taken in and how it was spent each year. The HOA is required to disclose this information. However, in the past only the anticipated budget has been disclosed. Actual spending is what these documents show.
The $10K in 2020 was from the city of Charlotte Neighborhood Grant which went towards the $37,951 for the new playground installation. The $4997.85 in 2021 (we think) was for playground mulch delivered via blower. Most of the other expenses are pretty standard.
AOI sbf.pdf