Five-year reserve planning My HOA Budget

Naples, Florida mixed HOA

Unclaimed profile

Pelican Bay

Pelican Bay is a mixed HOA in Naples, Florida. This profile tracks monthly dues $111–$590/mo, 6800 units, built in 1977, managed by Pelican Bay Foundation, reserve study status not yet verified, along with amenities,...

mixed Public records Reserve health: Unknown Browse Naples communities Florida reserve laws

Profile 67% complete — source gaps remain

HOA dues, reserve study, and community facts

Units 6800
Year built 1977
Monthly dues $111–$590/mo
Reserve health Unknown
Management Pelican Bay Foundation
Active listings 220
Median sale price $1.5M

Amenities

PoolGymTennisBeach accessClubhouseGolfSpaElevator

Board and management

No board roster is listed in the cited sources.

Reserve study and funding

We do not have reserve study details on record for Pelican Bay. Review the editable example below before treating any forecast as community-specific.

Review editable example

5-year outlook

What changes this five-year example?

Special assessments can run into thousands per unit when major work outruns reserves. This starts with the known numeric values listed below, then lets you change every example before relying on the result for Pelican Bay.

Reserve-health labels, year built, and Florida law summaries are not used to change the solver numbers.

Editable assessment example Adjustable dues increases Five-year reserve projection
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Known values applied: unitCount -> unit count; duesRange lower bound -> annual dues revenue.

Editable examples, not community facts: starting reserve: editable example scaled from unit count at $15k/unit; annual operating expense: editable example scaled from annual revenue at 84%.

Local calculator

Five-year reserve projection from reviewed numbers

Start with the example, enter figures by hand, or review local files before applying values. Nothing here is uploaded or saved by MHB. This example is not a reserve study, a funding-sufficiency conclusion, or an assessment prediction.

5-year ending reserve$110.19MAbove example target

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Files are read only in this browser, are not uploaded, and are not stored by MHB.

Scenario figures can be entered manually or read from local files.

Budget

Dues revenue, operating expense, and unit count.

Ready

Labeled dollar values. PDF, CSV, JSON, or text. 10 MiB max. Read locally only.

Reserve study

Starting reserve balance and scheduled capital work.

Ready

Labeled dollar values. PDF, CSV, JSON, or text. 10 MiB max. Read locally only.

Assessment history

Assessment amount and projected year.

Ready

Labeled dollar values. PDF, CSV, JSON, or text. 10 MiB max. Read locally only.

Enter figures manually

These whole-number fields match the document review fields. Changing them recomputes the projection immediately.

$0EXAMPLE TARGET - $1.0M202620272028202920302031$110.2M
Projection text equivalent
YearReserve balance
2026$102.00M
2027$103.45M
2028$104.90M
2029$106.23M
2030$108.04M
2031$110.19M
5%
4%

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Current ending balance$110.19M
Current lowest balance$103.45M2027
Ending deltaSave baseline

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Fields: manual entry fields; ending delta: 0; lowest delta: 0

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Send the reserve-planning context and keep the follow-up focused on board decisions.

Plan our next five years

About Pelican Bay

Pelican Bay is one of the premier communities in Naples — 2,330 acres, ~6,800 homes across 95 residential sub-associations, and 3 miles of private Gulf beach accessible via electric tram through mangrove preserves. Originally developed by Westinghouse/Coral Ridge Properties starting in 1977, the community includes everything from high-rise condos to single-family estates.

What we know

  • Homes: ~6,800 across 95 sub-associations (high-rise, mid-rise, villas, single-family)
  • Year established: 1977
  • Monthly dues: $111–$590/mo (individual association dues; Pelican Bay Foundation annual assessment is additional)
  • Management: Pelican Bay Foundation (master association); individual buildings have separate managers
  • Amenities: 3 miles of private Gulf beach with two beachfront dining pavilions, 27-hole Club Pelican Bay golf course, 18 Har-Tru tennis courts, 25,000 sq ft community center with fitness/wellness/art studios, kayak and paddleboard launches, 88 acres of parks
  • Active listings: ~220
  • Median sale price: ~$1.5M

Reserve health

Reserve health hasn’t been verified for Pelican Bay yet. Before you approve a budget, pay a special assessment, or close on a unit here, Florida law defines exactly what reserve records a mixed-use community must keep and what owners can request — see Florida condo reserve funding rules.

With 95 separate sub-associations, reserve adequacy varies widely. The Pelican Bay Foundation manages master community infrastructure, but individual building reserves haven’t been verified.

What’s still missing

  • Board rosters for the Foundation and individual associations
  • Reserve study dates and balances
  • Special assessment history
  • Community photos

Verification note

This profile is based on the sources named in its profile footer. It has not been board-verified; confirm material facts directly with the association.

More Naples communities

View Naples directory
Public records Park Shore
4190 units $10–$508/mo mixed

Florida laws that apply here

Condo reserve funding

Florida condominium reserve funding rules, in plain language

How Florida's Chapter 718 condominium statute actually handles reserves — through a default budget framework, a member-vote waiver mechanism for some reserves, and the post-Surfside Structural Integrity Reserve Study regime that makes certain reserves non-waivable — and what all of that means for a board, owner, or buyer.

Fla. Stat. § 718.112(2)(f) and (g) — condominium annual budgets, reserve accounts, waiver limits, and Structural Integrity Reserve Study requirements, with milestone-inspection cross-reference to Fla. Stat. § 553.899 Reserve funding

Florida HOA reserve funding rules, in plain language

How Florida Statutes Chapter 720 actually handles HOA reserves, why they are elective rather than mandatory, and what that means for a board, owner, or buyer making a real decision.

Florida Statutes § 720.303(6) — Budgets; reserves

Profile verification status

This profile has not been claimed or verified by the board or property manager. Treat missing details as unknown, and confirm important facts directly with the association before relying on them.

Next step

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