Year End Report
Presented at the Annual Meeting by Denise Fell
December 13, 2023

Unfortunately, Kathy Petrillo could not be with us this afternoon, but it gives me the opportunity to thank her and her team of Patricia Amico, Kathy Barringer, Andy Edmunds, James Fitzgerald, Karlyn Gies and Steve Simpson for all their hard work in making our new Residents feel welcome in this wonderful community.

The primary goal of this committee is to contact all new homeowners & provide a 1:1 Meet & Greet with one of our committee members who provides them with information to help them navigate through our piece of Paradise.

From 1/1- to 12/1/2023:
51 new closings (15 prior residents). To date, 50% of new homeowners have had a 1:1 Meet & Greet with a committee member; 10 new homeowners are pending, as just returned to community or not ready for a meeting. The remainder have not responded or chose not to be greeted. Overall, there has been an increase in contacts over the past year with the committee's cooperation and dedication.

A new handout will be provided soon in the welcoming packet, HERONS GLEN COMMUNITY GOVERNING & OVERSIGHT STRUCTURE, developed by the Communications Committee. This provides a very detailed flow chart of responsibilities of HOA & HGRD, as sometimes confusing to new homeowners.

The committee provides 3 group socials in season in the private dining room, so newcomers can meet other newcomers. The Residents are also provided updated communications from HOA & HGRD. At these group socials each homeowner introduces themselves and tells everyone why they purchased in HG. The committee members are also provided with a tour of the clubhouse, if desired. These socials are very well received and have contributed to the start of many new friendships.

Committee participated in Activities Fair, 2/5/23.

Respectfully submitted,
Kathleen Petrillo, Chairperson

Year End Report
Presented at the Annual Meeting
December 13, 2023

Bingo starts the first Tuesday in September and ends the last Tuesday in May, for a total of 39 weeks. Doors open at 6 p.m. and bingo starts at 7 p.m.

Bingo season 2022/2023 we played bingo only 36 out of the 39 weeks. Two weeks we were closed because of hurricane Ian and one week the ballroom was booked with an outside event. During those 36 weeks attendance was 7303. Previous season 2021/2022 total attendance was 6501 for the 39 weeks. January 31, 2023, we recorded our largest attendance 276.

The first 13 weeks of 2023/2024 our attendance is 2287.

Respectfully submitted,
Phyllis & Frank DeSmet

Presented at the HOA Board Annual Meeting
Of December 13, 2023

The Activities Committee would like to give a huge THANK YOU to Pat Stuchly who chaired this committee for many years. Endless hours go into creating, preparing for, and carrying out these events. Thank you, Pat, for all your hard work and dedication.
Also, a BIG Thank you to Joyce Gillespie, Kim Rambo, Lori Roy, and Jeremiah Radel our HOA office team. Without their assistance, guidance, mad copying skills and Can-Do attitude we would not be able to host all these wonderful events for our Residents.

Members of the Activities Committee for this new year from October 1, 2023, through September 30, 2024, include Bernadette Schirra, Secretary; Sue McCoy, Treasurer; Debbie DeFazio, Shirley Hrabar, Joyce Lipkin, Suzanne Offutt, and Donna Piascik; alternate Janet Norris; and Chairman and HOA Board liaison Denise Fell.

Activities/events hosted by the Activities Committee for 2023 were:

• We kicked off the new year with our Activities Fair on February 5, 2023. This event is always a great opportunity for our Residents to learn about the full complement of classes, clubs, organizations, and activities within the Herons Glen community. Representatives from 25 of our groups were scattered throughout the Ballroom sharing their love and knowledge of their specific group/activity and in many cases recruiting new members.

• With identity theft a major concern along with the want to protect mother nature, the annual Shredding Event is always well-attended by our Residents and this year was no exception. This year’s event was held on , in cooperation with the HOA SSEP Committee Firewise Day.
• On March 4, 2023, we Stuffed the Truck for Hope Hospice. Herons Glen Residents once again showed their generosity by filling a large truck full of donations such as clothes, small appliances, bedding, tools and much, much more for Hope Hospice.

• Herons Glen Residents sure do love Ice Cream. The annual Ice Cream Social was held April 16, 2023, in the Ballroom.Ice cream sundaes garnished with hot fudge, strawberries, nuts, whipped cream and topped with a cherry were served to the residents thanks to the Committee members and additional volunteers. Music was provided by Paul Lowe and Tom Foster.

• On April 19, 2023, the committee offered a Cybersecurity class for Seniors. The Speaker offered great suggestions around picking safer passwords among other great tips to keep our Residents’ information protected. The class was well attended, and participants felt they learned valuable lessons. The Committee will be offering a similar class in 2024.

• On November 20, 2023, members of the Committee, along with several residents, volunteered their time and skills to “Lite up the Glen”. Between climbing trees, stringing lights, putting together displays, hanging wreaths, and fighting with the electrical cords, all the Volunteers played a critical part in creating a beautiful Holiday entrance for our Residents, Friends, and Families.

• The 6th annual Christmas Golf Cart Parade was held on Sunday, December 3, 2023. The Marching Gator Band from Island Coast High School led truly fantastic, decorated golf carts along with Santa and Mrs. Claus through the Historic District of Herons Glen. Always a highly anticipated, well attended, holiday event.

Thank you letter from the Marching Gator Band- click

Respectfully submitted,
Denise Fell, Chairman & HOA Liaison
HOA Activities Committee

Given at the Annual Meeting
December 13, 2023

The Finance Committee had a productive year. Our committee members: Bill Beadle, Pat Colucci, Bill Dawes, Dennis Deluca, James Ingersoll, Cathy Styles and John Trimble deserve a big thank you from the entire community for their dedication and hard work. Welcome Susan Darcy and Sherry Long to the Finance Committee. Thanks to Bill Beadle for taking minutes at all our meetings.

The committee oversaw and completed several projects in 2023:

The Platinum Security Group, in their second year of service, continue to provide efficient and effective security to the Herons Glen Community.

Blue Stream continues to provide very good tv and internet service at a reasonable cost.
Herons Glen Blvd was repaved from the front gate entrance to Via La Quinta. This included repair of damaged curbs and valley gutters.

Hurricane costs for the HOA were about $250,000.

The damage and length of the electrical outage at Herons Glen was unprecedented. Because of this we have installed a propane gas fed generator at the guardhouse. This will allow the operation of the gate system and the internet to continue functioning until the power is restored. The repeater and antennae for the emergency walkie talkies was moved from the clubhouse to the guardhouse to operate off the generator in the event of power outage. Security for Herons Glen has been improved.

Substantial amounts of our liquid capital continue to be placed into CD and Money Market accounts from banks giving the best returns.

The Finance Committee recommends projects and budgets to the HOA board, which has the final decision.

Every year the committee members propose an Operating Budget as well as a Revised Long-Range Plan for the Pooled Reserve Fund to the Board. The total HOA assessment is based on the total monetary requirements of these two budgets.

The major project this year was the Herons Glen Blvd work. Our Long-range plan anticipated that the cost of this project would be about $450,000, The actual cost was $698,000. The inflated cost of oil, a major component of asphalt, caused a dramatic increase in the cost of road work. Additionally, Hurricane Ian costs, which come from the Pooled Reserve Fund were about $250,000. We have not raised the annual monetary component to the Pooled Reserve Fund, which is the basis of the Long-Range Plan for the last eleven years.

In order to keep the Long-Range Plan realistic, we raised the Pooled Reserve component of the assessment by $50,000 per year. Inflationary costs and the Herons Glen Blvd project resulted in an 8.7% increase in the HOA assessment last year. The average HOA assessment has averaged about 3% for the last 15 years.

The committee budgets conservatively, and carefully, bearing in mind the realities of maintaining Herons Glen in the condition expected by its residents.

Delinquencies continue to be minimal, thanks to the efforts of our committee and our manager. We will continue to work with our attorney investigating all avenues available to us in the coming year to keep delinquencies to a minimum.

In addition to the issues, I have addressed above, the committee members make a complete review of the financials each month. The members review all delinquencies and determine if any additional actions may be warranted.

In closing, we have had a very successful year. These accomplishments could not have happened with-out the dedication of the committee members, our Manager, Joyce Gillespie, Kim Rambo, our assistant Manager and Lori Roy, our office assistant. They all have made my responsibilities much easier. Thank you all so much.

Respectively submitted,
Ed Huetteman, HOA Treasurer

We are wrapping up our year with our Annual HOA meeting, which will include annual reports from each of our committees. We also have arranged for speakers we feel will be of interest to our residents. As you are probably aware, various requests have been published asking for proxies for the annual meeting. Under Florida statues, HOAs are required to have an annual meeting each year with a minimum of 30% of the owners in attendance. We must verify the legitimacy of each owner and count only one per parcel. If we did this at the meeting it would require an inordinate amount of time to verify each owner’s identity and lot number. Getting the proxies submitted in advance streamlines this process, assuming we get the required minimum, so we can proceed with an orderly annual meeting, that hopefully residents will find informative.

We began our year with a number of events sponsored by various HOA Committees. This included an Activities Fair, Firewise event which also included the shredding truck. The Activities Committee sponsored the Activities Fair as well as the shredding while Firewise is sponsored by SSEP. The Activities Committee also sponsored the Ice Cream Social and decorates our front entrance during the Christmas season. The SSEP was instrumental in installing a back-up generator at the guardhouse and relocating the repeater antenna to that location to provide more reliable operation during a power outage. In conjunction with the HGRD, the Volunteer Appreciation Reception was held in April. Our HOA staff, along with the Board wishes to thank all of our volunteers that have served throughout the year. Fifty-one homes have closed in Herons Glen year to date.

I’m sure most of you have seen the repaving of the front half of Herons Glen Boulevard which also included replacement of the valley gutters along that section of the Boulevard as needed. The sidewalks were also cleaned this year. The HOA continues to work on many of our street signs that were damaged during Ian. Per our Blue Stream contract, our internet speed was increased this year; one more increase is built into that contract. All of this has been accomplished while maintaining an average increase in the HOA quarterly assessments of 3% over the long term.

Our Communication’s Committee is being completely revamped to provide improved service to our community.

The Board revised the Dennisport Gate Policy and the Home Sale Policy. ARC has also been very active this year developing and recommending revisions to our Design & Development Guidelines and Constructions Standards, while Grounds revised the Flag and Flagpole Guidelines to conform to the revisions in the Florida Statutes.


Rick Romine,
Herons Glen HOA President

The Herons Glen Homeowners Association annual membership meeting was held on December 13, 2023. The 30% membership quorum was confirmed with 465 proxies received. Approximately 61 residents attended the meeting.

The Nominating Chair, Russell Long provided the election results at the meeting:

Chris Kozak- 497
Richard Romine- 486
John Sullivan- 159

The two candidates receiving the highest number of votes Chris Kozak and Richard Romine are elected to serve a three-year term beginning January 1, 2024 through December 31, 2026.

The Herons Glen HOA Board of Directors wishes to thank the candidates for their time and interest in the community.

If you would like to watch the meeting it is posted on Facebook.

https://www.facebook.com/HeronsGlen/videos/3604317039887139/ and will be on Channel 902.

The Herons Glen HOA Board of Directors Organizational Meeting will be held on January 2, 2024, at 11:00 am in the HOA Conference Room.

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