Run Your HOA or Condo: Meetings, Budgets & Templates
Practical guides and free templates for meetings, minutes, budgets, reserves, and elections — for self-managed boards.
Are HOAs Nonprofit? Tax Status and Filing Explained
Learn whether HOAs are nonprofit, how they are taxed under IRC Section 528 and 501(c)(4), what returns they file, and common tax mistakes.
Can an HOA File Bankruptcy? What Happens to Owners
Can an HOA declare bankruptcy? What would trigger it, how Chapter 9 and 11 apply to a nonprofit association, and what it means for dues and reserves.
Can an HOA Get a Line of Credit? How It Works
Yes, HOAs can get a line of credit or loan from specialized lenders. How the process works, what secures it, and when it beats a special assessment.
Can an HOA Install Security Cameras? Rules & Limits
Can an HOA install security cameras and stop signs? What common-area camera placement is generally allowed, privacy limits near homes, and enforcement rules.
Can an HOA Own Property? Common Areas Explained
Can an HOA own property? How associations hold title to common areas, roads, and amenities, when renting them out is fine, and what happens on dissolution.
Can an HOA Require a Background Check?
Can an HOA require a background check on a buyer, renter, or board candidate? Yes in most cases, but fair housing law limits how a criminal-history screen can be used.
Corporate Transparency Act & HOAs: Must You File?
Does the Corporate Transparency Act require your HOA to file with FinCEN? What the 2025 exemption rule changed and what boards should track next.
Do HOA Board Members Get Paid? Compensation Explained
Whether HOA board members receive pay, how compensation or stipends work, tax rules, expense reimbursement, and potential conflicts of interest.
Fannie Mae Condo Questionnaire (Form 1076): What It Asks & Who Signs
The Fannie Mae condo questionnaire (Form 1076): who signs it, what each section asks, what it costs, and which answers get a project flagged non-warrantable.
Free HOA Amendment Template
A free HOA amendment template for changing your CC&Rs or bylaws. Includes recitals, old-vs-new text, approval records, and signatures.
Free HOA Architectural Request Form
A free HOA architectural request form template for exterior modification approvals with project details, materials, and contractor info.
Free HOA Assessment Letter Templates
Three free HOA assessment letter templates — annual notice, dues increase, and special assessment — with amounts, due dates, and payment options.
Free HOA Assessment Lien Template
A free HOA lien template with sections for property description, delinquent amounts, CC&R authority, and the owner's right to dispute.
Free HOA Board Member Application
A free HOA board member application covering ownership verification, professional background, candidate statement, and conflict-of-interest disclosure.
Free HOA Board Resolution Template
A free HOA board resolution template with whereas clauses, resolved clauses, vote tally, and signature lines for formal board decisions.
Free HOA Budget Template (CSV)
A free HOA budget template in CSV format with line items for operating expenses, reserve contributions, and income — ready to open in any spreadsheet app.
Free HOA Bylaws Template
A free HOA bylaws template covering membership, board structure, meetings, voting, assessments, committees, and amendments. Customizable to any state.
Free HOA CC&R Template
A free HOA CC&R template covering use restrictions, architectural standards, assessments, enforcement, amendments, and dispute resolution.
Free HOA Cease and Desist Letter Template
A free HOA cease and desist letter template for persistent violations — includes violation history, CC&R authority, and response deadline.
Free HOA Complaint Form Template
A free HOA complaint form template residents can use to report rule violations, noise issues, maintenance problems, and other concerns to the board.
Free HOA Demand Letter Template
A free HOA demand letter template for delinquent assessments or violations — includes violation history, CC&R authority, and cure period.
Free HOA Election Ballot Templates
Free HOA election ballot and nomination form templates with voting instructions, candidate statements, and director position fields for your annual meeting.
Free HOA Fine Schedule Template
A free HOA fine schedule template with violation categories, escalating fines, cure periods, hearing rights, and an appeal process.
Free HOA Inspection Checklist
A free HOA property inspection checklist organized by area — building exterior, common areas, landscaping, parking, pool, and drainage.
Free HOA Invoice Template
A free HOA invoice template for monthly or quarterly assessments, with fields for owner info, amount due, late fees, payment methods, and remit-to address.
Free HOA Letterhead Template
A free HOA letterhead template with placeholders for association name, address, contact info, management company, and board officer names.
Free HOA Meeting Agenda Templates
Two free HOA agenda templates — one for board meetings and one for annual meetings. Download, customize, and distribute before your next meeting.
Free HOA Meeting Minutes Template & What to Record
A free HOA and condo meeting minutes template, plus what to record, how long to keep minutes, and how they're used later in disputes and audits.
Free HOA Newsletter Template
A free HOA newsletter template with sections for a president's message, upcoming events, maintenance updates, rule reminders, and contact info.
Free HOA Parking Violation Notice
A free HOA parking violation notice template with vehicle description fields, violation types, cure period, towing policy, and appeal rights.
Free HOA Petition Template
A free HOA petition template homeowners can use to call special meetings, recall board members, or request rule changes, with signature lines and instructions.
Free HOA Rules & Regulations Template
A free HOA rules and regulations template covering parking, noise, pets, rentals, exterior modifications, common areas, and enforcement.
Free HOA Satisfaction Survey Template
A free HOA survey template covering communication, maintenance, amenities, and open feedback with tips for online distribution.
Free HOA Templates and Forms
Free, ready-to-use HOA templates and forms — violation letters, budgets, bylaws, meeting agendas, newsletters, complaint forms, minutes, and proxy forms.
Free HOA Vendor Contract Template
A free HOA vendor contract template covering scope of work, compensation, insurance, indemnification, termination, and dispute resolution.
Free HOA Violation Letter Template
A free HOA violation letter template boards can customize — includes violation description, CC&R reference, cure period, fine warning, and appeal rights.
Free HOA Welcome Packet Template
A free HOA welcome packet template with a cover letter and checklist of documents to include for new homeowners and residents moving into your community.
HOA Annual Meeting: Rules, Agenda & Steps
A practical guide to the HOA annual meeting — when it's due, notice and quorum rules, a sample agenda, elections, and free templates for boards.
HOA Audit Requirements
What an HOA audit is, when state law requires one, what it costs, and how homeowners can request the association's financials from the board.
HOA Board Code of Conduct: What to Include (Free Template)
What an HOA board code of conduct should cover, why meeting incivility damages a board's credibility, and a free downloadable template to adopt or adapt.
HOA Board Election Rules: Eligibility, Voting, and Terms
How HOA board elections actually work: who can run, how candidates get nominated, voting methods, term length, and how results get certified.
HOA Board Member Duties
What each HOA board position does, fiduciary duties every member owes, typical time commitment, and how to reduce personal liability.
HOA Chart of Accounts: Free Template & Account Categories
A free HOA chart of accounts template (CSV) with the standard account categories, sample account numbers, and why reserve funds need their own set.
HOA Committees: Which Do You Need?
Which HOA committees are required by your governing documents or state law, which are just tradition, and how to sunset ones that aren't pulling weight.
HOA Estoppel Certificates Explained
What an HOA estoppel certificate is, when you need one, what it contains, typical fees and turnaround times, and state laws that apply.
HOA Proxy Voting Rules: How It Works, Plus Free Form
HOA proxy voting rules explained, plus a free proxy form template. How proxies work, general vs. limited, state-law limits, and a ready-to-use form.
HOA Turnover: Developer to Owners
What HOA or condo turnover means, what triggers it, the first owner-controlled election, the turnover audit, and common disputes after the developer leaves.
How Is an HOA Formed? Starting or Adding One
How an HOA is formed by a developer, whether one can be added to an existing neighborhood, and what it takes for owners to start their own association.
How to Create an HOA Budget (Step by Step)
A step-by-step guide to building an HOA or condo budget — operating expenses, reserve contributions, setting dues, and a free budget worksheet.
Self-Managed HOA: A Practical Guide for Boards
How a self-managed HOA works, honest pros and cons, a transition checklist, the software that makes it feasible, and signs it's time to hire a manager.
What Happens to HOA Dues When a House Forecloses?
What happens to HOA dues when a house forecloses, who ends up paying, and the early warning signs boards should watch as regional foreclosures rise.
What Is an HOA Work Order?
An HOA work order is a formal request to fix or maintain common property. Learn how to submit one, how boards should track them, and what's excluded.