August Scene - Flipbook - Page 4
Sunriver
OWNERS ASSOCIATION
SROA treasurer
report:
Contact your board at sroaboard@srowners.org
sroa president’s message
Another clean audit
where we’re going in other successful year and re- entities to rely on data driven for SROA
the future.
mains in remarkable financial planning and decision making.
This is my final
President’s Message
for The Scene. I
Speaking of great
will be exiting the
volunteers, we have
SROA Board along
one new director on
with Directors Keith
the SROA Board:
Mobley (9 years, at
Holly Lekas (filling
least, including as Bill Burke
a vacant position
President) and Clark
and appointed at
Pederson (6 years, including as the June 20 meeting) and three
Treasurer). It has been a great owners who have run for the
honor serving along with these Board (with the election endtwo gents, as well as other past ing August 8): John Hitt, Kara
directors including Mark Mur- Kerker and John Vogel. Each (if
ray, Scott Gillies, Juliana Hayes, elected) has significant experiTony De Alicante and others. ence and history in Sunriver
I have always appreciated and elsewhere and I believe they
that directors have a different will serve our community well.
role than that of other owners:
The other significant result
the legal and ethical respon- of the July-August election will
sibility to serve Sunriver out be the outcome of the Capital
of community interest rather Transfer Fee. (The result of
than self-interest (a normal which was not known at the
human response), which is July 12 deadline for submission
distinct from the fiduciary role of this article.) While there have
of elected directors. At times been strong opinions on both
this can be testing, but it is the “pro” and “con” sides of the
always necessary.
issue it seems clear that owners
In departing I would be re- are aware that maintaining the
miss if I didn’t also mention the attractiveness and relevance
other 120+ owner-volunteers of Sunriver requires continual
participating with a variety investment.
of committees, task forces,
Regardless of the ballot outand workgroups: Design, Fi- come, we are all still neighbors,
nance, Nominating, Owner friends, and community memEnrichment, Fire Protection, bers. I sincerely hope that all
Pathway Safety, Rule Update, take the high road and move on
Design Manual Update, and in maintaining Sunriver as the
Strategic Planning amongst friendly, welcoming place that
others. These are owners giving we enjoy. Remember, the intent
up personal time to continue of the CTF is to continue to
keeping Sunriver the premier find ways to improve Sunriver
planned community in Central and keep it the most desirable
Oregon and the region, perhaps community in Central Oregon
beyond. In so many ways, – something I think we can
these volunteers are what keep all agree on.
Sunriver such a unique comSumming up the past year
munity. Volunteer engagement and looking into the future,
provides direct owner input to I am happy to report that
who we are, what we offer, and Sunriver has experienced an-
shape for existing amenities
and operations. Credit for this
should be credited not only to
past and current Board and
Finance Committee efforts but
to our GM and management
staff who operationalize the
budget passed by the Board.
Success in this area includes a
clean annual audit, a balanced
budget, and a triennial Reserve
Study to ensure SROA has adequate funds to maintain and
replace existing facilities and
amenities when necessary. The
Reserve Study will be completed and provided to SROA in
mid-August.
A sampling of improvements
on the operational side in 2026
and beyond includes implementation of Pathway Safety
Task Force recommendations,
near completion of the Rules
and Regulations review, and
the creation of the Fire Protection Work Group. All of which
involved owner, staff and board
participation.
Infrastructure improvements
included SHARC Amphitheatre beautification, construction of shade rentals and a
Member Services desk remodel
at SHARC, installation of a
pickleball shade structure, with
River Road tunnel replacement
scheduled for this fall. Annual
road maintenance, Ladder Fuel
Reduction efforts, and common areas treatment continue.
Of great importance is a new
agreement between SROA and
the Sunriver Services District
(Fire and Police) for rules enforcement and bike patrol. This
replaces an outmoded system of
agreements and will allow both
At the staffing level a focus
has been on training full time
employees, recruiting seasonal
staff (with many returning year
after year), and succession planning. A new Communications
Director (Keith Wallach) has
replaced retiring Susan Berger
whose long tenure with SROA
leaves quite a legacy. The Public Works Fleet Manager and
Recreation Events Manager
vacancies have also been filled.
The Board budgeted a Compliance Officer position as recommended in the 2030 Strategic Plan. This position will
focus on owner concerns relating to community standards,
public safety and property
values. Our approach remains
education and compliance first
and foremost, with fines as the
last option.
I also want to recognize the
knowledge, experience and
commitment to Sunriver that
has consistently been demonstrated by our staff. From
our leadership team to the
seven departments’ staff to
seasonal employees, operations in Sunriver could never
be so “well-greased” without
their excellence. When you
have a chance, say a word of
appreciation to office, public
works, recreational or other
department staff. These people
work hard for you.
Be on the lookout for our
triennial Comprehensive Survey scheduled for early 2027.
This professionally designed
and conducted survey was
last offered in 2024. This is
should be fully read into the
record rather than just summarized at the meeting or in the
Scene. 4.) He believes that the
practices for owners to register
to speak virtually at the board
meetings is an attempt to discourage owners participation
at meetings.
• Kristin Otto commented
on the proposed Capital Transfer Fee. She is supportive of the
underlying reason to generate
By Clark Pederson
Sunriver Owners Association (SROA) received another
clean audit report from its
independent audit firm. Each
year, from mid-April to May,
the SROA engages an audit
team to review its financial
statements for the preceding
year, including balance sheets,
statements of revenue and expenses, changes in equity and
cash flows.
The process begins shortly
after income tax season, when
the auditors have time available
to conduct the audit.
The audit of SROA’s financial statements for the year
ending Dec. 31, 2025, was
completed and approved by
the SROA Board of Directors
at the June board meeting.
SROA’s accounting firm,
Sorren CPAs, P.C. – formerly
KDP and Price Fronk & Co.,
issued a clean opinion stating
that SROA’s financial statements present fairly, in all
material respects, the financial
position of the SROA as of
Dec. 31, 2025, as well as the results of its operations and cash
flows for the year then ended,
in accordance with generally
accepted accounting principles.
The audit also confirmed
that our internal controls are
functioning as intended.
Heather McMeekin, a firm
partner and the lead auditor,
once again commended Controller Joe Healy and his staff,
noting that they make the
process easy for the audit team
by having materials ready when
the team arrives and quickly provide other documents
when requested.
The audit’s purpose is to assure owners that our financial
statements accurately reflect
SROA’s current financial condition. As part of the audit, the
auditors verify our bank and
investment account balances
with independent sources and
compare those balances with
the amounts stated in our
financial records. They also
review samples of payroll records and check disbursements
for accuracy.
For payroll, the auditors examined 40 randomly selected
employee records. Although
our permanent staff includes 50
employees, we also hire many
part-time employees, such as
lifeguards and customer service
desk staff, primarily during
the busy summer season. The
Turn to Highlights, page 5
Turn to Treasurer, page 5
Turn to President, page 5
Monthly meeting highlights, actions of the SROA Board of Directors
The Sunriver Owners Association (SROA) Board of
Directors meeting was held
Saturday, July 18, 2026.
Board members present: Bill
Burke, Pam Hays, Keith Mobley, Clark Pederson (via Zoom),
Linda Beard, Roni Jacknow
(via Zoom), Dale Harrison,
Holly Lekas (via Zoom) and
Brad Banta (via Zoom).
Staff present: James Lewis,
Keith Wallach, Richie Villagrana.
Owners forums
(summarized)
From July 17 work session
• Paul Conte submitted three
letters and commented on three
issues. 1.) He commented on
the audio recording, meeting
minutes and the process for
Page 4
recording what happens at the
Design Committee meetings.
He believes the meeting summaries are not fully reflective
of the actual meetings. 2.) He
commented that four of his
questions/issues raised at previous board meetings have not
been addressed, they are – a.)
petition submitted about golf
membership asking Board to
take action. b.) tree protections
at Winners Circle Park. c.) audio recordings of a design committee meeting that involved
his properties and requests.
d.) the design committee’s
response or lack of response
to questions he submitted to
them. 3.) Requested the Board
not approve the Second Reading of the proposed Design
Manual amendments due to
AUGUST 2026 SUNRIVER SCENE
SROA Financial Report
Year to date through June 30, 2026 (unaudited)
Total Operating Revenue ................................... $7,438,145
Total Operating Expenses* ................................ $7,471,490
Operating Surplus / (Deficit) ............................. ($33,345)
*Reserve Fund Contribution: $2,018,125
lack of notice or owners ability
to weigh in.
• Josh Lawson submitted
four letters commenting on
four issues, they are. 1.) The
owners directory having been
listed on the SROA web page
for a day – he cited that the
information is private an only
for use by owners. 2.) He
believes that it is difficult for
owners to submit comments or
participate virtually in SROA
board meetings. 3.) He believes
letters submitted to the board
