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Annual Budget
Each year at the July Board Meeting, the Board of Trustees review and approve by resolution, the District's Budget for the upcoming fiscal year. This includes a breakdown of the projected General Fund revenues and expenditures, the Pre-Need Fund and the Endowment Principal and Income Funds. A summary of the current fiscal year budget will be posted in August. If you would like more detailed information, please contact the District office at (949) 951-9102.
Annual Audit
At the end of the fiscal year, which is June 30th, the District's Independent Audit Firm begins work to audit the District's financial statements. The audit firm works with District staff and the Board of Trustees in their preparation of the financial assessment. The process usually takes a couple of months to complete after it begins usually in August. Upon completion, the audit is presented to the Board for their approval and acceptance. If you are interested in looking at the District's audit, please click on this
link to access a PDF version. If you need additional information or cannot open this file type, please contact the District office at (949) 951-9102.
