Date Facilitation Team Board Items to Address Responsible
1/28/25 Josh & Carol Set goals for the year
Rent increase discussion & decisions (2025)
Review Board Calendar Full Board
Adhoc committee
Secretary
2/25/25 Alana & Yuki Financial Reports on Previous Year
Rent increase discussion & decisions (2025) Treasurer
Adhoc committee
3/25/25 Lara & Philip Create election committee
Rent increase discussion & decisions (2025) Secretary
Adhoc committee
4/29/25 Jimmy & Hartley Overview of owner, board, and officer responsibilities Secretary
5/27/25 Josh & Carol 1st Quarter Financial Reports
Approve 990 for filing May 15th (or Oct if extended) Treasurer
Manager
6/24/25 Alana & Yuki Approve New Owner Members (rolling) Check in on how facilitation schedule is working Secretary
Full Board
7/29/25 Irma & Philip Annual Board Election
Appointment of Officers & Board Liaison Manager’s Report: Approve grievance process for property management plan Election Committee
Secretary Manager
8/26/25 Jimmy & Hartley 2nd Quarter and YTD Financial Reports
Treasurer
9/30/25 Josh & Carol Manager
10/28/25 Alana & Yuki Capital Budget Proposed/Reviewed
Annual Manager Evaluations
Approve 990 for filing (if extended)
Annual Reserve Study Update Presented Treasurer
Mgr Liaisons
Manager
11/25/25 Lara & Philip

| Quarter and YTD Financial Reports Proposed Annual Budget Presented Proposed Rent Increase Presented Annual Review of Share Values & Payments | Treasurer Treasurer Treasurer Treasurer | | 12/23/25 | Jimmy & Hartley | Managers Report Annual Budget Approved Rent Increase Approved Approve New Owner Members (rolling) | Manager Treasurer Treasurer Secretary |

2026 Board Meetings are in 2026 Facilitation Schedule

Check in in June 2025on how new schedule is working

USTU BOARD CALENDAR

Proposed October 2, 2017 by Lara Morrison, revised by Josh & Yuki December 31, 2017

Approved by the USTU board on January 8, 2018

Updated by USTU board on Jan 25, 2022

Committees & Projects