This year’s ballot includes votes on:

• Electing three board members

• Whether to accept an assessment for the repair and restoration of the LISE clubhouse & deck structure

• The proposed 2023 Budget

• How to proceed with the financial audit (as required by RCW 64.38.045)

The first board meeting with announcement of the voting results is scheduled for Saturday, October 29, 2022 at 10:00am by video conference.

2022 AGM brochure

This document provides background information for the voting issues on the 2022 AGM Ballot including the member bios for the three open board positions, the Clubhouse Assessment, the 2023 Budget & the Audit of Financial Statements for the 2022 Fiscal Year. PDF file here

Financials

• Reserve Study 2022

• Budget Reserve Disclosure (optional)

• Budget Reserve Disclosure (required)

• 2023 Budget (proposed)

• 2021 Profit & Loss

• 2021 Balance Sheet

Greetings

Discovering Lummi Island changed my life. In 2014 my wife, Laurie, and I bought our home in Scenic Estates and have enjoyed volunteering for various associations and organizations on the island. Through my recent involvement with the LISE Board committees and projects, I have decided to run for a board position.

I grew up in Pittsburgh, Pennsylvania and studied economics at the University of Pittsburgh. In 1971, I moved to Tucson, AZ where I owned and operated a small group of retail music and video stores for more than 25 years and raised 2 daughters. Moving to San Diego in 2002, I became the Chief Financial Officer of a private lending company, Lantzman Management, which focuses primarily on real estate. I have extensive corporate experience in the collection of delinquent accounts and the liquidation of foreclosed assets.

LISE is entering a critical period in 3 main areas; water, facilities, and delinquent homeowner properties. Currently on the horizon are implementation of a new water system in 2023, the clubhouse restoration, and addressing delinquent property dues. LISE is owed a significant amount of money by delinquent members. By reducing this delinquent balance through effective collections, LISE may be in a better position to fund capital projects without charging assessments to members.

I believe that through my experience, skills and knowledge I can make a valuable contribution to the LISE Board of Directors. Please vote for me.

My name is Jim Coats, and I am running for re-election to the Board of Directors. The past two years have been a wild learning experience--eye-opening at times and exhilarating at others--but always gratifying. We are now embarking on a new phase of Scenic Estates that will shape our community for the next several years. I would like to remain on the Board to help navigate our way through the tasks that lie ahead. Briefly, my background is primarily in advanced secondary education, first as a classroom teacher and later as an administrator. I enjoy working and collaborating with people. Most importantly, I love Lummi Island and our eclectic neighborhood especially.

Dear neighbors,

My name is Isaac Colgan, and I’m ready to serve on the Lummi Island Scenic Estates Board of Directors. My wife and I have lived in Scenic Estates full-time for 11 years. After the privilege of working as an employee for over five years, this is an opportunity to continue in volunteer service to our community.

During my employment at Scenic Estates I’ve worked in every role of our organization: water system operator, Bookkeeper, Corporate Secretary, and Project Manager. I’ve mowed the lawns, helped with neighbors’ broken water lines, and negotiated compliance issues with the State Departments of Health and Ecology. I hold the highest level of waterworks certification on Lummi Island, now operating seven other water systems. This means that I’m fully qualified to assist and train our operations staff, no learning curve needed. I serve on the Lummi Island Fire Department Disaster Preparedness Division and as your Firewise USA Neighborhood Leader. With your support I will bring this robust experience to the Board.

Transparency! We need more daylight on the Scenic Estates decision-making process. I’m advocating for increased communication to you, well in advance of board meetings. As a member, wouldn’t it be nice to have access to the board meeting packet? Secret executive sessions have a purpose, but a very limited one - and I’ll make sure of it. Financial decisions that raise your dues and fees need community scrutiny, your voice should matter.

I’m not only seeking your vote, I want your advice and perspective. Thank you!

I am interested in a position on the Lummi Island Scenic Estates Board. My wife, Shawn, and I moved into our home on Beach Ave. Memorial Day weekend.

We bought our place on the island, in large part, because Shawn was born on the island, and grew up in the house that is now the Island Library. She attended Beach School, then Ferndale public schools. We have raised three children, who have moved out on their own, leaving us empty nesters.

I'd like to get involved in activities and hopefully, provide the benefits of my educational and professional experience.

After graduating high school in Pittsburgh, PA, I attended the U.S. Naval Academy where I played varsity football for 4 years. After graduation, I was commissioned in the United States Marine Corps, attended Officer Basic School in Quantico, VA, then attended flight training at Whiting Field, FL and Meridian, MS and continued on to MCAS El Toro in Orange County where I learned to fly the F/A-18 Hornet.

I served in various leadership positions during my 21 years of active-duty service. Highlights of my career include three deployments aboard U.S. aircraft carriers. I served as the Commanding Officer of Marine Fighter Attack Squadron-323, the Death Rattlers, and was privileged to lead 220 sailors and Marines. I attended the DoD Top-Level School in Washington, D.C. and served my last two years on active duty at the Pentagon.

I currently work as a Sr. Manager on the Air, Science & Tech team at Amazon, where I lead a cross-functional team of Product Managers.