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Treasury Report - May 2026

July 27, 2026 by
Andrew James Devlyn Porras
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Dear community of Puerto Aventuras:.

As every month, the Board of Directors shares with you the status of the finances of your Association. 


1. The figures of the month


Concept May 2026January–May 2026
Total income $2,888,883$24,789,118
Total expenses $3,471,842$18,153,333
Period result ($582,959)$6,635,786

Figures in Mexican pesos. The accumulated result of the year is positive, but it is advisable to read it carefully: most of that surplus is not available money, but contributions intended for specific projects. We explain it in section 5. 

2. Why May closed in negative


Two factors explain practically all the result of the month, and neither reflects a deterioration of the operation: 


a) The annual compensation of the staff — $546,709. Each year, the Association pays in a single month the annual compensation to its collaborators from the ten operational and administrative areas. In 2026 it corresponded to May. It is a payment planned in the budget, but concentrating it in a single month makes May's payroll look much higher than usual.


b) The collection cycle. Maintenance fees are not received evenly month to month. In April, the retroactive adjustment of 6% approved by the Assembly was billed, which increased the collection for that month; May returned to the ordinary pace, with $1,525,707 in property fees. Therefore, the monthly result, taken in isolation, says little about the actual financial health. The year-to-date total is the correct measure. 

3. Where the income comes from



Source May 2026January–May 2026
Property maintenance fees $1,525,707$12,695,852
Recovered overdue fees $153,254$2,541,066
Pending fees to identify $181,514$1,144,272
Construction fees $34,989$516,877
Bracelets, passports, and fines $102,480$581,185
Leases and others $767,297
Interest and exchange effect ($23,610)($91,737)
Contributions to extraordinary projects $914,548$6,634,306
Total $2,888,883$24,789,118


The recovery of overdue fees stands out: $2,541,066 in five months, more than double what was budgeted for the period. It is the result of sustained collection efforts and the willingness of the residents to regularize their situation. We sincerely thank you for that.

4. How your fees are invested


 

Item May 2026Jan–May 2026% of total
Security $1,036,292$5,446,28530.0%
Operational and maintenance staff $1,039,767$4,300,35523.7%
Administrative staff $761,816$3,311,00418.2%
Operational and maintenance expenses $230,711$2,360,93313.0%
Administrative expenses $138,004$1,692,1629.3%
Depreciation $66,254$517,9832.9%
Extraordinary projects and committees $198,998$524,6112.9%
Total$3,471,842$18,153,333100%


Almost 72 cents of each peso are allocated to the people and services that care for the community: security, gardening, cleaning, public areas, roadways, and the administration that coordinates all of this. It is the nature of a development like ours: what sustains Puerto Aventuras is, above all, human work.

5. The year's surplus, explained


The accumulated January–May shows a surplus of $6,635,786. That figure can be confusing, so we break it down:

Component Amount
Result of ordinary operations$682,221
Contributions to extraordinary projects $6,634,306
Expense applied to those projects ($680,742)
Reported surplus $6,635,786


The important thing: the ordinary operation of the Association closed the first five months with a margin of just 3.8%. Practically all of the surplus corresponds to extraordinary contributions made by the settlers for specific projects, and that money is committed to those projects. Additionally, $4,877,637 has already left the bank to pay for the sargassum barrier; since it is an investment in a durable asset, that payment is recorded as an asset and not as an expense, which does not reduce the accounting surplus but did reduce the cash.

6. Extraordinary projects: progress and balances


Project / ProjectRaisedAppliedBalance
Sargassum barrier$5,301,628$4,877,637$423,991
Cultural Center $872,565$156,131$716,434
Security Booth $337,608$495,263($157,655)
Bike Path $86,152$86,152
Coral Project (neighborhood committee)$36,353$29,348$7,005
Total$6,634,306$5,558,379$1,075,927


Sargassum barrier. In May, the second payment of $2,889,524 was made, bringing the total investment to $4,877,637 so far. The barrier is recorded as a fixed asset of the Association and is depreciated over its useful life.


Security Booth. The remodeling is progressing ahead of the collection: $495,263 has been applied against $337,608 contributed. The difference is temporarily financed with operational resources and will be regularized as the collection of this fee continues.


Cultural Center and Bike Path. Both projects maintain available balances ($716,434 and $86,152 respectively) and will progress according to the schedule defined by the Board.

7. Performance against the budget


As of the end of May, the accumulated spending is 13% above the budget for the period. A large part of that difference is due to timing, not excess: the budget is distributed in twelve equal parts, while expenses such as the annual audit, the Ordinary Assembly, insurance, and vehicle ownership are paid once a year. Excluding extraordinary projects and the collection of sargassum, routine operational spending is below the budgeted amount.


8. Financial solidity and liquidity


Concept As of May 31, 2026
Cash in banks and investments $14,842,782
Total liabilities($6,829,553)
Available own resources $8,013,229

Liabilities include $5,359,922 in construction guarantee deposits, which are refundable to the owners upon completion of their works, and $962,024 from the workers' savings fund. None of those resources belong to the operation. Excluding them, the Association maintains a reserve equivalent to approximately 2.3 months of operational spending, with no bank debt of any kind.


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