25F-H099-REL

In the matter of Ann Galpin v. University Shadows Homeowners Association, Inc. (Case No. 25F-H099-REL), the dispute centered on a homeowner's access to financial records and the statutory obligations of a homeowners' association regarding document production [1, 2]. Key Facts Ann Galpin, a 29-year property owner and member of the University Shadows HOA, submitted a written records request on October 14, 2025, encompassing five categories of documents [3-5]. On October 31, 2025, the HOA provided documents satisfying categories #1, #2, and #4 [6]. Galpin subsequently filed a petition with the Arizona Department of Real Estate on November 11, 2025, claiming the HOA violated ARIZ. REV. STAT. § 33-1258 by failing to provide the records requested in categories #3 and #5 [7, 8]. Category #3 sought detailed multi-year general ledgers, accounts payable ledgers, accounts receivable ledgers, and check registers spanning from July 2018 to September 2025, which she preferred to receive in Excel or CSV formats [9, 10]. Category #5 requested detailed multi-year vendor ledgers and corresponding support documents for specific vendors over the same period [10, 11]. The HOA, managed by Heywood Community Management, had already provided over 1,000 pages of records to Galpin across multiple requests, but maintained they had produced all records they actually keep in the ordinary course of business [12-14]. Main Issues The core legal issue was whether ARIZ. REV. STAT. § 33-1258 requires an HOA to convert its internal digital accounting data into custom, multi-year spreadsheets or ledgers to fulfill a records request [13, 15]. Galpin argued that because the raw digital transaction data existed within the HOA's accounting software, the association was obligated to extract, convert, and produce this data in the written ledger formats she requested [15, 16]. Conversely, the HOA argued that it fully complied with the law by producing all pre-existing records it maintains. They asserted that the statute strictly requires the disclosure of existing records, not the extraction of underlying data to compile new reports, ledgers, or custom Excel documents that the HOA does not ordinarily create [13, 17]. Final Outcome On April 15, 2026, Administrative Law Judge Nicole Robinson ruled in favor of the University Shadows HOA and denied Galpin's petition [18, 19]. The judge found the testimony of Austin Heywood, Vice President of Heywood Community Management, to be credible when he stated that the HOA had already provided all requested records that exist [14, 20]. The judge concluded that Ariz. Rev. Stat. § 33-1258 does not compel an association to create new documents, compile new reports, or generate data into a particular format to satisfy a member's request [18]. Because Galpin failed to meet the burden of proving that the HOA wrongfully withheld existing records, her petition was denied, and her request for filing fee reimbursement was also denied [18, 19]. Case Details: - Case ID: 25F-H099-REL - Docket: 25F-H099-REL - Judge: Administrative Law Judge Nicole Robinson For more AZ HOA transparency resources visit https://azhoawatch.org Legal & Accuracy Notice - azhoawatch.org is operated by Hound LLC, a homeowner-run project, not a law firm. Nothing in this video is legal advice or creates an attorney-client relationship. We analyze public ADRE/OAH records and may express opinions. Not affiliated with ADRE or the OAH. Read the full Legal & Terms: https://azhoawatch.org/legal