Percent Funded Calculator

Percent funded is your reserve balance divided by your fully funded balance — the single number that tells an HOA board how healthy its reserves are. Enter two numbers below (or let the guided mode estimate your fully funded balance) to see where your community stands. Above 70% is strong; below 30% signals elevated special-assessment risk.

Your numbers

Two inputs: your balance, and what a fully funded reserve would hold.

$
Fully funded balance
$

Find this in your reserve study — often labeled “fully funded balance” or “100% funded balance.”

Your percent funded

Balance ÷ fully funded balance.

40%
funded
Fair
0%30%70%100%+
Reserve balance$120,000
Fully funded balance$300,000
Shortfall from 100%$180,000
Get your recommended contribution

Full calculator: 30-year projection + funding plan, free.

The formula, in plain English

Percent funded = reserve balance ÷ fully funded balance × 100

The fully funded balance is what your reserves would hold if every component had been funded exactly in step with its aging: each component contributes replacement cost × (age ÷ useful life). It is the standard benchmark used by professional reserve studies under CAI's National Reserve Study Standards.

Percent funded is a snapshot, not a plan

It tells you where you are — not what to contribute next year. For that, run the full reserve fund calculator, which projects your balance 30 years forward and recommends an annual contribution using both standard funding methods.

Percent funded questions, answered

Track percent funded all year, not once a year

Reserve Planner keeps your components, balance, and percent funded current between professional studies — with a board-ready PDF.

Explore Reserve Planner