The board (or at least the board treasurer) should get all 4 items listed. If not, ask at your next meeting. Since the board should be involved in preparing the budget, you should at least have that already. If you're not involved, you should be. The treasurer in my building also gets copies of all paid bills and must approve, before payment, those bills outside of normal recurring, utility, mortgage, payroll.

JG- I will speak to our Treasurer and see if she gets these. We don't have a management company. We hired our own building manager and I think we didn't or don't have a good idea of what we are supposed to be getting in general. Thank you for your time in responding.

Dianne,
I know the treasurer reconciles invoices, but these items are not so certain. My request was brought up, but there was not a clear answer so I sent a further email stating that we should have these monthly by the 6th for review and that I needed them to perform my duties as director. I will stay on it. I'm not comfortable not having these documents. Like JG below, we hired our manager and I feel the board was not aware of what they needed to ask of the manager so if he says he was never asked for these, it may be true and I plan on changing this way of handling things.

Good for you for "taking the bull by the horns". I know the experience of being a director can be daunting and most learn by experience, but there are some seminars offered and you should check with your local board of Realtors and other organizations, a co op/condo one, if it exists, to help you get some answers. Hope it all goes well from here on.

Dianne,
Thank you for yet another idea, consulting our local board of Realtors and other organizations in the area. I'm reaching out to a coop down the street to compare organization notes as well.

Since a board director is charged with making most of the decisions for the shareholders, they certainly should be entitled to receive all 4 items and then some. If elected board members are not entitled to all financial and legal information, who is? It sounds as though some people have annointed themselves the "chosen few" and want to have all the financial and legal power to themselves. In your case, the management company, since they seem to be deciding what you can and cannot have. Not a good way to run a board in my opinion. You were elected by your fellow shareholders, the management company was hired to work for the board, not the other way around. Good luck

Dear Dianne,
We don't have a management company. Our manager was hired by us and answers directly to us. I will speak to the Treasurer and see if they get this info. Maybe they do and not the rest of the Board. I'm pretty sure I know the answer to this. I think our Board is just not aware of what they should be getting and the manager, because he wasn't asked, isn't providing the info. I have my work cut-out for me. I appreciate your comments.

Since you hired the manager did you give him a job description to be certain that everything necessary is being accomplished? Perhaps a conversation with a lawyer outlining what should be in a management contract would be a good idea. Good luck.

Thank you, Dianne. I need to see where the job description would be kept. Someone else suggested I find this with regard to the hours that he is supposed to work.