Correction to Facebook Post Listing Troon HOA’s Before looking at some of the individual properties listed in a recent Facebook post it is important to more closely examine the precise nature of services Troon actually provides. Upon a deep look the matrix shown of six Troon companies is seriously flawed. Troon is first and foremost a golf and country club management company. They became engaged in the management of HOAs only since the 2022 acquisition of ICON, a Florida base

From: Ken-Jean Johnson <SunLakes4KenJean@msn.com> Date: July 13, 2026 at 10:22:08 AM PDT Subject: ICON Management Services Evaluating the risk of hiring ICON Management Services (a major firm owned by Troon) to run your California HOA requires looking closely at recent corporate scandals, regional operational issues, and specific California compliance laws.[1, 2, 3] The overall operational risk of hiring ICON Management Services is high to severe, driven primarily by a mass

Date: June 30, 2026 – 9:00 a.m. Participants: Wayne Guralnick – HOA Attorney * Gary Burkel – Board President * Carol Tasko – Board Member * Robert Hix – Member Petitioner * Ron Varner – Member Petitioner * Diane Berley – Member Observer Meeting Summary Mr. Guralnick opened the meeting by describing his firm's experience representing homeowners associations, including Sun City Palm Desert and Sun City Shadow Hills. He explained that his firm's role is to advise HOA boards on

Email Sent: July 22, 3:16pm TO: C. Mitchell, Gary Burkel, Carol Tasko, Howard Katz, Joe Ganino, Carlie Beakes CC: Wayne Guralnick, Ronald Varner, John Treichler, Jeff Ranieri, Janis Rice, Paul Beakes, Kimberly Sam, Michele Walter, Ken Johnson, Cal Martin, Charlie London, Larry Rice Subject: Censure of Director Burkel and Ms. Burkel Dear Master Board Members and General Manager; It has come to the attention of Sun Lakers for Accountability that several members of our communit

Question: Who are you and please name the people in your group. Response: Please go to our website: enter SLCC-SLA.org in the URL bar of your home page. There you will see our Mission Statement and a partial list of the core members. It is an information website which has information on our initiatives. The core members of Sun Lakers for Accountability (SLA) are all SLCC stakeholders that have served our community for many years, including: Past Chair, Finance Advisory Commit

November 10, 2025 “Town Hall” Management Company Selection During the Coffee with the Board meeting on July 9, 2025 Mr. Burkel stated that the previous Board already conducted a “Town Hall” on the subject of selecting a new management company for our HOA when the issue of accountability and transparency was asked by members in attendance. Below is the URL to access the video of the November 11, 2025 event which the then Board tried to claim was a “town hall” on youtube. Copy

From: Robert Hix: Wed, Nov 12, 2025 at 12:09 PM To: "C.Mitchell" <c.mitchell@fsresidential.com>, joe.ganino@sunlakescc.com, Bob Walter <bob.walter@sunlakescc.com>, Sandra Gutknecht <sandra.gutknecht@sunlakescc.com>, maryjo.mcelwain@sunlakescc.com, Gary Burkel <gary.burkel@sunlakescc.com> Dear Master Board Members; We were in attendance at the “town hall” the Board presented to our community on 11/10/25. On the surface, the presentation of the procurement process by Sandra Gut

July 9, 2026 Noteworthy Observations: When Mr. Burkel was asked about a previous attorney advising the Board that Troon’s lack of CA HOA management company experience should rule them out, Mr. Burkel claimed he relies on an attorney for legal, but feels he has more business savvy than an attorney. This begs the question of how we ended up with such a poorly constructed Morrison/CCL agreement. Did no one bother to do a serious financial, operational, and business risk assessme

SLCC-SLA Response to Questions 7/9- 7/12 Question: Why can't we change food and beverage services instead of HOA? We can't continue to lose money at the rate we are going, and the food service is poor at best? Response: The best answer we can provide is that the board has painted themselves into a corner by the way they selected Morrison/CCL and negotiated a very poor agreement. One has to Question why they decided to not include Food & Beverage in they agreement with Troon.

Based on the PAC Charter and Handbook, the Board should focus its vetting on three primary areas: 1. Technical competence and experience in procurement, contracts, and project oversight. 2. Ability to function as an advisory body (collaborative, objective, and policy-driven). 3. Integrity, independence, confidentiality, and commitment to fiduciary principles. The Charter specifically notes that the PAC should collectively possess the requisite skills to discharge its responsi

For a Master Board candidate at Sun Lakes Country Club, Banning, CA the vetting questions should align with the fiduciary and governance responsibilities typically described in the Association's Bylaws, CC&Rs, and Board Policies. The goal is not to determine whether candidates agree with a particular agenda, but whether they understand and are prepared to fulfill the duties of a director. Below is a structured set of questions that most directly correspond to the obligations

Below you will find a copy of the question and the SLCC-SLA response based on questions submitted to the website thru July 8, 2026, Names and addresses have been redacted as committed. Question: Need into please. Response: Please enter SLCC-SLA.org (in the url bar of your homepage) to take you directly to the website. If you enter it in the browser search bar it may not appear because it is a relatively low volume website and we have not paid for positioning at the top of

! Under California’s Davis-Stirling Common Interest Development Act and the California Corporations Code, the "5% recall process" refers to the legal right of homeowners to force a special election to remove one or more HOA board directors. [1, 2] The process is strictly regulated and moves through specific phases: [3, 4, 5] 1. The Petition Phase · Threshold: Signatures from at least 5% of the total voting power of the association must be gathered. This statutory threshold

We now have enough signatures to begin recall proceedings

The fiduciary duties of HOA Board members mainly arise from state corporate law. Most HOAs are nonprofit corporations, typically formed by filing articles of incorporation in the state where the development is located. Recognizing that a corporation’s board members serve in a position of trust, every state’s corporation law imposes a fiduciary duty on the corporation’s board of directors, requiring them to act in the best interest of the corporation. Subject to some limitatio

• It has become apparent that a voting bloc of Board members, led by Gary Burkel, is committed to replacing FSR as the Association&#39;s management company. At least one Board member publicly campaigned on that objective. • While the Board has the authority to evaluate management performance and consider alternative management companies, fiduciary obligations require that such decisions be conducted through an objective, transparent and properly documented procurement process

FORMER FAC STRONGLY REBUTS THE TREASURER'S RATIONALE FOR ABRUPTLY DISBANDING THE FINANCIAL ADVISORY COMMITTEE. February 26 2022 Summary: In early December the Treasurer of Sun Lakes announced the dissolution of the Finance Advisory Committee without any prior discussion or any communication with the FAC. On February 11 she posted a letter and a video on Sun Lakes Country Club website as well as Good Day Sun Lakes Facebook page to justify her decision. At first glance it

Troon Suitability for SLCC as HOA Management Company 6/4/26 If the board votes for Troon, they are effectively taking the position that they are willing to subordinate Sun Lakes' risk to their willingness to take on the risk! This might be acceptable, if they were able to personally indemnify SLCC against the risk, but they are not. This mentality is completely contrary to the notion of being fiduciary. Aside from Burkel, Tasko, and Katz not possessing the credentials or exp