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Exhibit CC 4-1-14 Item #15 Housing spreadsheet
cc- - Agenda Item No. 15 1.7.94 Senior Housing Solutions Prive Ave-15 Year Operating Proforma 1% income increase 3% expense increase 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 TOTAL INCOME I Rental Income 22,800 23,028 23,258 23,491 23,726 23,963 24,203 24,445 24,689 24,936 25,185 25,437 25,682 25,949 26,208 HA Subsidy -. Vacancy Loss 5% (1,140) (1,151) (1,163) (1,175) (1,186) (1,198) (1,210) (1,222) (1,234) (1,247) (1,259) (1,272) (1,285) (1,297) (1,310) Cable/Phone Reimb. - " LaleBank Fees - - Interest Income TOTAL INCOME 21,660 21,877 22,095 22,315 22,539 22,765 22,993 23,222 23,455 23,689 23,925 24,165 24,407 24,651 24,898 EXPENSE Salaries 2,709 2,791 •2,874 2,961 3,050 3,141 3,235 3,332 3,432 3;535 31641 3,751 3,863 3,979 4,098 Workers Comp Expense 271 279 2813 296 305 314 324 333 343 354 364 375 386 398 410 Benefits(925%+5%+5330) 716 738 760 782 806 830 855 881 907 934 962 991 1,021 1,052 1,083 Audit fee 1,400 1,442 1,485 1,530 1,576 1,623 1,672 1,722 1,773 1,827 1,881 1,938 1,996 2,056 2,118 Credit beck 180 185 191 197 203 209 215 221 228 235 242 249 257 264 272 Telephone (house) 1,613 1,661 1,711 1,763 1,815 1,870 1,926 1,984 2,043 2,105 2,168 2,233 2,300 2,369 2,440 Postage 124 128 132 135 140 144 148 153 157 162 167 172 177 182 188 Repairs&Maintenance 1,108 1,141 1,175 1,211 1,247 1,284 1,323 1,363 1,404 1,446 1,489 1,534 1,580 1,627 1,676 Yard Service 1,442 1,485 11530 1,576 1,623 1,672 1,722 1,773 1,827 1,881 1,938 1,996 2,056 2,118 2,181 Property Management Expense 5,893 6,070 6,252 6,439 6,633 6,832 7037 7,248 7,465 7,689 7,920 8,157 8,402 8,654 8,914 Cable 1,392 1,434 1,477 1,521 1,567 1,614 1,662 1,712 1,763 1,816 1,871 1,927 1,985 2,044 2106 Gas&Electric 2,200 2,266 2,334 2,404 2,476 2,550 2,627 2,706 2,787 2,871 2,957 3,045 3,137 3,231 3,328 370 38i 1014 ene d1a AW dd9 a55 A69 483 497. 512 528 543 560 Garbage 420 433 446 459 473 487 502 517 532' 548 564 581 599 617 - 635 Water 1,432 1,475 1,519 1,565 1,612 1,660 1',710 1,761 1,614, 1,868 1,924 1,982 2,042 2.103 2.166 LiabilityTroperty Insurance 1,935 1,993 2,053 2,115 2,178 2,243 2,311 2,380 2,451 2,525 2,601• 2,679 2,759 2,842 2,927 Property Taxes 550 567 583 601 619 638 657 676 697 718 739 751 784 808 832 Resident Services Contract 3,200 3,296 3,395 3,497 3,602 3,710 3,821 3,936 4,054 4,175 4,301 4,430 4;562 4,699 4,840 Travel 48 49 51 52 54 56 57 59 61 63 65 66 68 70 73 Mileage 269 277 2155 294 303 312 321 331 341 351 362 372 384 395 407 Yard!Expense 180 185 191 197 203 209 215 221 228 235 242 249 257 264 272 Licenses&Fees 13 13 14 14 15 15 16 16 16 17 17 18 19 19 20 Operating Reserve - - - Replacement Reserve(600 per room) 3,000 3,090 3,183 3,2713 3,377 3,478 3,582 3.690 3,800 3,914 4,032 4,153 4,277 4,406 4,538 TOTAL EXPENSES 30,466 31,380 32,321 33,291 34,289 35,318' 36,378 37,469 38,593 39,751 40,943 42,172 43,437 44,740 46,082 TOTAL NET INCOME (8,806) (9,503) (10,226) (10,974) (11,750) (12,553) (13,385) (14,247) (15,138) (16,062) (17,017) (18',006) (19,030) (20;089) (21,184) (217,970) Page 1 of 1 Agenda Item-No...15.. - 1.7.14 City of Cupertino Senior Housing Solutions/Charities Housing 19935 Price Avenue"Cupertino CA Expense/Reimbursment Estimate VENDOR PURPOSE COST TOTAL NOTES Clark Pest Control Termite Report 125 Completed Cornelia Van Der Have Physical Needs Assessment 1,000 Completed Gubb and Barshay Legal Fees 7,500 establish legal entity,prepare/review legal documents for closing First American Title Co. Recording,Title Insurance,Transfer taxes 2,740 1.1%transfer tax based upon$1,762,200 debt Berger Lewis-. - Outstanding Audit Costs 4,900 - $27K for 2 audits;ongoing auditcosts•induded-in 15 yr projections Contractor Repair Driveway 500 Identified in PNA as immediate need Charities Housing Establish Replacement,Reserve 12,500 Per Replacement Reserve Schedule and 15 Yr Projections Charities Housing Establish Tenant Deposit Reserve Account 1,900 Tenant paid deposits of$380 per person x,S residers Charities Housing Establish Irititial Operating Reserve 2,500 3mo.Operating shortfall of$750 per month 33,565