Data

General

Business Name: Castleberry Point Condominium Association, Inc.

Business DBA: Castleberry Point

Business Mailing Address: 8 The Green, Suite #12913, Dover, DE 19901

Business Type: Non-profit Condominium Property Association

Business Taxpayer ID: 26-2467529

Business Website: https://www.castleberrypoint.org

Property Name: Castleberry Point

Property Address: 333 Nelson St SW, Atlanta, GA 30313, US

Association Contacts

Balance Sheets (Operating, Reserve, and Credit)

Billing & Payments

Budgets (Select Current Year, Budget Summary Tab)

Collections (Policy & Payments)

Construction

Status: Units and common areas are fully complete with no additional phases or add-ons

Conversion Project: No

Manufactured Homes: No

Developer Transferred to HOA: Yes (In 2008)

Units Available for Sale: Yes (Started 2008)

Declaration, Bylaws & Amendments

Financial

Separate Operating & Reserve Accounts: Yes

Access Controls in Place Per Account: Yes

HOA Receives Bank Statements: Yes

3rd Party Annual Financial Audits: Yes

Board Member Signatures Required to Sign Checks: 2+

Current or Upcoming Special Assessments: None

Outstanding Loans: None

Does the budget designate at least 10% of the annual assessments to fund the reserve account?: Yes

Who has access to our credit (card) accounts?: All five board members and the facility manager

Are more than 15% of the total units more than 60 days delinquent?: No

Insurance Policies

General Liability: Yes

Fidelity Bond: Yes

Flood Zone: No

Insurance Company: American Family Insurance Company

Insurance Agent:

Name: WINNIE STARKE
Phone: 678-537-8425
Email: WSTARKE@AMFAM.COM
Address: 1835 E PARK PLACE BLVD STE 111
STONE MOUNTAIN, GA 30087-3457

Leasing

Number of Units Leased: 25%

Leasing Cap: 25%

Leasing Waitlist: 1-2 Years

Active Leases

Short-term Rentals Allowed (Less Than 12 Months)?: No

Legal

Any Pending Litigation Against the Association?: No

Does the declaration have any age restrictions, occupancy restrictions, income restrictions, right of first refusal, and could any of these restrictions impact a mortgage lender’s ability to foreclose, take title, accept deed-in-lieu of foreclosure, or sell or lease an acquired unit?: No

Life Safety

Sprinklers: Yes

Fire Alarm: Yes

Maintenance & Repair

Deferred Maintenance: None

Upcoming Capital Projects (Reserve Study Tab of Latest Budget)

Are there any inspections that have findings related to the safety, soundness, structural integrity, or habitability of the building?: No

Has the HOA failed to schedule an inspection that is required by any applicable jurisdiction and/or failed to comply with any directive from a regulatory or inspection agency to make repairs?: No

Is the HOA aware of any deficiencies related to the safety, soundness, structural integrity, or habitability of the building?: No

Are there any outstanding and/or anticipated violations of jurisdictional requirements (zoning ordinances, codes, etc.) related to the safety, soundness, structural integrity, or habitability of the building?: No

When was the last building inspection by a licensed architect, licensed engineer, or any other building inspector?: We follow our reserve studies

Management

Management Type: Hybrid

Bookkeeping Management: APM Help

Legal Management: Lueder, Larkin & Hunter LLC

Financial Audit Management: BJM Group

Facility Management: Isaac's Maintenance & Repair LLC

Architectural Management: Architectural & Control Committee

Construction Management: Colliers International

Other Management: Board of Directors

Is the HOA or management company licensed or permitted to operate as a hotel, motel, resort, or hospitality entity?: No

Is the building managed by a hotel or resort management company that also facilitates rentals for unit owners?: No

Does the building or management do any hotel-type services, short-term rentals, mandatory rental pooling, rental revenue sharing, daily cleaning services, or voluntary rental pooling?: No

Are there mandatory membership fees for use of recreational facilities (e.g. ski lodge or golf course) not owned by the HOA?: No

Meeting Minutes

Move-in, Move-out & Other Fees

Ownership

All Units Owned: Yes

Amenities and Common Elements Owned By Association for Exclusive Use by Members: Yes

Any Units Owned by Management or the Association: None

Parking

Type: Multi-level garage

Security: Dual high-speed gates, 2nd level residential gate, and a paid parking system

Guest Spaces (Free for Residential Visitors): 5

Residential Spaces (Assigned by Unit): 174

Commercial Spaces (Voucher System): 107

Reserve Studies

Units

Residential: 102

Commercial: 15

Live/Work: 6

Total: 123

Units Owned by the Same Entity

Castleberry Point Atlanta Owner LLC: 323C, 327C, 329C, 335C, 337C, 341C, 106C, 108C, 114C, 116C

Agape Property Management Group LLC: 102C, 104C, 307C, 200R, 211R, 417R

Alexander Groleau & Hudson Greer: 421R, 422R

Units Square Footage

Residential: 123,147

Commercial: 41,984

Total: 165,131

Utilities

Unit Water & Sewer: Submetered and billed to each unit based on usage; how it works

Gas: Metered and only available in units 118C, 200R, 300R, 400R, 309C, 222R, 322R, 422R

Internet: Not included; list of service providers available

Common Area WiFi: Free in some common areas only (pool, lounge, courtyards); access credentials

Valet Trash Service: Available for an extra fee

Trash Chutes on Each Floor: Available for free on each level of the parking garage

Trash and Recycling Bins: Available for free in the main trash/loading dock room on Chapel St