State of the Organization Visit

February 4, 2014

California Statute: 1771.8(c) "The governing body of a provider, or the designated representative of the provider, shall hold, at a minimum, semiannual meetings with the residents of the continuing care retirement community, or the resident association or its governing body, for the purpose of the free discussion of subjects including, but not limited to, income, expenditures, and financial trends and issues as they apply to the continuing care retirement community and proposed changes in policies, programs, and services."

Letter to Residents Announcing Annual Budget Meeting: January 20, 2014 "There will not be an opportunity to ask questions from the floor at this meeting."

Budget FY15 Documents Documents Distributed at the Meeting

There are four parts to the presentation.  Scroll Down to find all of them. To view the video full screen, click on the Square at the lower right of the YouTube video... at the bottom of the video frame.

(Note:  The sound quality reflects the audio system
in the room and can't be improved.)
Front Porch Budget for FY 2015 (April 1 to March 31) Mary Miller, CFO
"Why are my Rates Increasing?" Roberta Jacobsen, President, Front Porch Communities and Services  
CBTS Specific Budget Matters
Joan Johnson, Executive Director, Carlsbad by the Sea Retirement Community
Resident Questions and Answers