SWARM Financial statements, newsletters, etc.
All documents are in Adobe PDF format.
Please note that there is a backlog in transcribing mailings and publishing them to the website so bear with us. Information requests about a specific mailing or action should be directed to the current Board.
Financial Statements and Related Documents
2018 Financial Report (1/19)
2017 Financial Report (1/18)
2016 Financial Report (1/17)
2015 Financial Report (1/16)
2014 Financial Report (1/15)
2013 Financial Report (1/14)
2012 Financial Report (1/13)
2011 Financial Report (1/12)
2010 Financial Report (1/11)
2009 Financial Report (1/10)
2008 Financial Report (1/09)
Mailings, Newsletters & Handouts
2023 Newsletter (1/23)
2019 Newsletter (1/19)
2018 Annual Meeting Financial Report Handout (8/18)
2018 Newsletter (1/18)
2017 Annual Meeting Financial Report Handout (8/17) — not received yet!
2017 Newsletter (1/17)
2016 Annual Meeting Financial Report Handout (8/16)
2016 Newsletter (1/16)
2015 Annual Meeting Financial Report Handout (8/15)
2015 Newsletter (1/15)
2014 Annual Meeting Financial Report Handout (8/14)
2014 Newsletter (1/14)
2013 Annual Meeting Financial Report Handout (8/13)
Letter sent regarding public meeting for ballot counting, Governing Document revision referendum (6/13)
Community Questions & Answers on the Governing Document changes (rev. 01/30/13)
Letter sent regarding governing document revisions and voting for the same (1/13)
2013 Newsletter (1/13)
2012 Annual Meeting Financial Report Handout (8/12)
2012 Newsletter (1/12)
2011 Annual Meeting General Handout (8/11)
2011 Annual Meeting Financial Report Handout (8/11)
2011 Operations Transition Letter (6/11)
2011 Litigation Letter & Release of Information Query (6/11)
2011 Newsletter (1/11)
2010 Annual Meeting Financial Report Handout (8/10)
2010 Newsletter (1/10)
2009 Annual Meeting General Handout (8/09)
2009 Annual Meeting Financial Report Handout (8/09)
2009 Newsletter (1/09)
General Survey sent to all members (11/08)
Resident Status Update questionaire sent to members listed as Non-resident (11/08)
Third Gate Bridge Actual Expense breakdown (11/09) — This is a list of the actual monies spent on the bridge per the association’s accounts ledger. A big thank you to Linda J.!
Third Gate Bridge Replacement Letters (2006) — These are the letters sent out to the 3rd Gate community regarding the replacement, including cost breakdown, assessment, etc.
Working Directives — Summary document (mailing), which includes court-decreed working directives, discussions on rate formulae, etc., circa 1998. Note that most of this is still accurate except that the rates are not fixed as a result of the court (Bylaws and Calif. Civil Code set provisions for cost apportionment of expenses by the Board).
Member Responsibilities — Reprint from 1998 newsletter (still some good common-sense statements).