Called To Order at 7:00PM and Check-In

Board of Trustees Meeting Agenda Monday, March 13, 2017

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The mission of the First Unitarian Church of Orlando (1U) is to exemplify liberal religion

in Central Florida with a commitment to lifelong spiritual growth and compassionate

service to the community.

Called To Order at 7:00PM and Check-In

Board of Trustees(BOT) In Attendance:

President: Jock Smee,

President-Elect: Kimberly Holdridge,

Treasurer: Tommy Harrison,

Secretary: Cheryl Tyson,

Trustees Mary Ann Horne, Mary Dipboye

Absent: Trustee, Karen Ramberg, Rev. Kathy Schmitz

Guests: None

Meeting Type: Regular monthly meeting of the Board of Trustees for the First Unitarian

Church of Orlando.

Opening Words and Chalice Lighting provided by Cheryl Tyson

By W.E.B. DuBois:

Now is the accepted time, not tomorrow, not some more convenient season. It is today

that our best work can be done and not some future day or future year. It is today that

we fit ourselves for the greater usefulness of tomorrow. Today is the seed time, now are

the hours of the work, and tomorrow comes the harvest and the playtime.

Process Observer Volunteer - Kimberly Holdridge

Consent Agenda:

Membership Information:

The membership number as of 2/28/2017 was: 261

2 Inactive Members were reinstated: Annie Marion & Mike Valore

9 new members:

Catherine Jacobs

Thomas Hall

Sophia Haque

Nina Lowman

Suellen Rose

Kathleen Rooney


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Scott Dukart

Cynthia White

Matt Nalley

Note: The 10th person who participated in the new member ceremony, had already

signed the membership book (and joined 1U ) in November.

Announcement(s):

The minutes of the February 20, 2017 meeting were reviewed, accepted by email, and

posted on the 1U website.

Remaining 2017 Meeting schedule:

April 10 @ 7P-9P

May 8 @ 7P-9P May 21- Congregational Meeting @ 12:45PM

June 12 @ 7P-9P JULY NO MEETING

August – Orientation and Board Retreat to be scheduled

BOT Action: It was regularly moved and seconded to approve the consent agenda.

Discussion. Motion carried.

Recurring Reports:

The following reports were provided for the BOT review:

Program Report:

Provided by Rev. Kathy – see attached

Minister’s Report:

Provided by Rev. Kathy – No report this month

Treasurer’s Report:

Provided by Treasurer, Tommy Harrison - see attached

Building Update:

• Tommy Harrison (member of the Building the Dream team) provided an update

to the BOT as follows:

o Demolition continues

o Portions of the contingency fund have been released

o Budget to be reviewed this Thursday

o This Sunday is the monthly meeting for Church members and friends.


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New Business:

Discretionary fund for Immigrant Assistance Fund

Request

Create new 1U checking account to allow 1U to function as the fiscal agent for a

new Immigrant Assistance Fund in support of the efforts of the Community

Protection Coalition.

Background

Rev. Kathy has been working with a coalition of community groups preparing for

the possibility of significant immigration raids. The Community Protection

Coalition will activate resources in response to a raid that is greater than a

predetermined minimum size. In other words, this particular effort is not aimed at

addressing the issues of individuals but rather incidents of scale. One of the

many needs that occurs at a time like this is financial support for families who

have lost their primary breadwinner. This is particularly true in the event of a

workplace raid. Communities of faith are seen as key component of support in

this area.

Rev. Kathy is working with others to coordinate the collection and distribution of

funds that can support families at such a time. She requests that 1U agree to be

the fiscal agent for an Immigrant Assistance Fund. This will require a separate

account managed by Rev. Kathy in order to allow timely access to funds and

ensure the privacy of recipients. This is consistent with the management of the

current Minister’s Discretionary Fund account.

The Church Administrator is willing to make the minor changes that would allow

for donation acceptance. A process for appropriate transparency and

accountability will be established.

Motion Made

Create a new checking account at the institution where First Unitarian Church of

Orlando keeps its accounts. To be called the Immigrant Assistance Fund, the

new account will be a restricted account administered in the same manner as

the Minister’s Discretionary Fund account. The minister and at least one officer

will be signatories on the account. Reporting will ensure transparency and

accountability but will obscure the personal information of recipients to protect

their anonymity. Details on this process will be discussed further at next month’s

meeting.

BOT Action

The motion was made by Kim Holdridge and Seconded by Mary Ann Horne. Discussion

followed. A vote was taken and the motion passed unanimously.


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A new business item will be added to next month’s agenda when we will discuss the

process.

Sponsorship of Joe Donatone for UUA Ministry

o A letter from Joe was read to the Board of Trustees

Sponsorship – What does this entail?

Reference: http://www.uua.org/careers/ministers/becoming/sponsorship-by-congregation

See Attached

BOT Action: The Board agreed that we would extend an invitation to Joe to meet

further with the Board, in person.

Continuing Business:

General Assembly Delegates (June 21-25, New Orleans, LA

Board Members planning to attend (and act as delegates)

o Kimberly Holdridge (President Elect)

o Mary Ann Horne

o Tommy Harrison (TBD)

o Karen Ramberg (TBD)

Members interested in being delegates

o Christine Dance

o Kathy Homblette

o Dan Homblette

o Lindsay Stroh

Members attending but not as delegates.

o Ridge Holdridge

Other Attendees

• Consider support for Young Adults and people of Color who wish to attend GA

BOT Action: April BOT meeting. Finalize list of attendees and the use of budgeted

funds. Reference Governance document for guidance on prioritizing GA attendees.

Long Term Financial Plan: - Deferred for Finance Committee

• Currently the long-term plan is being monitored by the Building the Dream Team

during the project.

• Transition plan needs to be developed to move it from the Building the Dream

Team at the end of the Construction Phase to the Finance Team. (Owner:

Tommy Harrison: Treasurer)

http://www.uua.org/careers/ministers/becoming/sponsorship-by-congregation


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• BOT Action: This item will be removed from the BOT agenda.

Finance Committee Recruiting – Update from Tommy Harrison

• David Shine, Rose Beiler, Louise Christie, Mike Haddad (representing the

Endowment Board) are now members of the Finance committee.

• First meeting was held on March 2nd. Tommy, Reverend Kathy, Mike and Rose

were in attendance.

• Budget is being developed.

BOT Action: Review Budget when available (by April 10th)

Creation of NEF (non-endowed fund) - Deferred for Finance Committee

• Current focus will continue to be the Construction Phase.

• This item will continue to be deferred until after budget and construction project

are complete.

BOT Action: Remove from BOT agenda until Finance committee reviews and requests

BOT action.

Budget creation for FY 2018 - Finance Committee

March is typically budget month. Budget must be completed by April 10th.

The Board strongly encourages the Office and Program Assistant position be considered

and included when developing the budget with an eye toward Bending the Arc and the

Long-Term Financial Plan.

BOT Action: Budget work being completed by Finance Committee. Next month

budget review will be added as New Business to agenda

Annual Budget Drive - Jock and Rev. Kathy

• Plan for annual budget ‘silent drive’ in the model of WMFE’s recent fundraiser.

We are looking for people who want to be involved in this effort.

• Letter has been sent

BOT Action: Kim H. will create a video to be used during the Pledge Campaign.

Ministry Agreement, Formation of Committee on Ministry, and Ministerial Review.

• The BOT sees this as an ongoing conversation

BOT Action: None this month

Review of three Board Policy Handbooks and Finalizing revisions

Management document to be reviewed and recommendations made as follows:

President: Jock Smee

Pages 3-8 up through and including Personnel Manual,


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Page 18 Powers Reserved to the Board

Treasurer: Tommy Harrison

Pages 8 though 16, from Care for Resources through Community use of Church

Facilities,

Pages 18-24, all 5 “forms” Appendixes

Secretary: Cheryl Tyson

Pages 16 through 18 All of Document Management and Retention

Governance document to be reviewed and recommendations made as follows:

Secretary: Cheryl Tyson

Pages 3-7, full document

Oversight document to be reviewed and recommendations made as follows:

President Elect: Kim Holdridge

Pages 2-4, full document

BOT Action: Review of documents as assigned above plus secondary review by all

BOT members. Review and approval to be remain on agenda until all items completed.

Note: Please send out any sections that are ready for review at the next BOT meeting to

be included with the agenda.

Google Drive creation for BOT file/document storage

Invitations have been sent to all BOT members.

BOT Action: This item has been completed and will be removed from the agenda.

1U of Right Relations Covenant: – Deferred

BOT Action: None this month

Process Observer Report: Process was dandy

All business concluded this meeting adjourned at: 9:02 PM

First Unitarian Church of Orlando

Monthly Program Report to the Board

Rev. Kathy Schmitz

March 2017 (Covering February 2017)

This monthly Program Report to the Board of Trustees is intended to be a summary for congregational

leaders. It is posted to the web as a handy overview for anyone interested.

On February 13th, we ceased use of the Enrichment Center to allow for renovation. (The hard work

and dedication of those who cleared out the space is beyond the scope of this report but nonetheless is

deserving of our deep appreciation.) Thanks to the skillful juggling of our Church Administrator, Amy

Fairweather, the activities of all congregational groups as well as renters and community groups are

now being accommodated in Gore Hall (main hall, Library, Minister's Office) or the Sanctuary (main

room or Wiggle Room).

Affiliate groups such as Mystic Grove, Thursday Night Meditation, The Alliance, and RUUM (Retired

UU Men) continue to bring people together for fellowship, spirituality, learning, and service.

Worship & Music

Our guest in the pulpit on Sunday was Rev. Linda Thomson of the Canadian Unitarian Council, sister-

in-law of 1U Cheryl Tyson. Cheryl served as her service leader. Her theme was change. Rev. Kathy

led worship the other three Sundays, one of which flowed outside for our long-awaited

Groundbreaking Ceremony. Another Sunday included a New Member Welcome Ceremony. Other

themes included commitment and the journey.

The Chalice Choir provided the music for two Sundays, the Folk Ensemble and Welkin each covered a

Sunday.

Religious Education (Children & Adults)

Our Children continued with their theme of world religions. Nursery Care is now being offered in the

Wiggle Room. The Youth Group spoke at the congregational meeting in favor of the renovation and

participated in the Quack Attack, a 5K foot race supporting economic justice in Central Florida.

Our Sunday morning offerings for adults continue.

Our Issues & Actions Program continued on the second and fourth Wednesday evenings. One week

featured guests from Equality Florida speaking on LGBTQ+ issues and the action of learning to tell

our own stories as a powerful advocacy tool. Equality Florida advertised the event among their

volunteers and many joined us for the program, overflowing Gore Hall at approximately 130 total

attendance. The other session feature Sister Ann Kendrick from Hope CommUnity Center updating us

on immigration issues. For action, we talked about practical assistance that may be needed as things

continue to unfold.

Community, Care, & Connection

A New Member Potluck, as well as a Meet & Greet, were offered by the Membership Team. Ten new

members were welcomed.

Regular groups and activities continued to provide opportunities for fellowship and engagement.

Outreach & Social Justice

The congregation provided space for a Mobilization Meeting led by the Central Florida Chapter of

Women’s March on Washington, bringing about 350 Central Florida answer into our space.

Six members attended Muslim Prayers one Friday afternoon. They hand carried a collections of letters

of support written by 1U members. Both the visit and the letters were well received.

The Wrestling with Race monthly disucession group and the new Constitutional Study Group, which

meets every week, continue to draw concerned congregation members. The Beloved Conversation:

Meditations on Race and Ethnicity group continues with it weekly meetings through March.

In February, our Share the Plate partner was The Coalition of Immokalee Workers. We sent them

$1,350.12

The 1ujustice email list continues to be active, as do the members of the congregation in responding to

events unfolding in our nation. Some members have been meeting up at the weekly (Tuesday at noon)

rallies outside Senator Rubio’s office.

Communications

Our web designer continues work on updates to the website which will include a new format for the

Weekly Update (aka eblast), and membership directory, and other enhancements. Your respectful input

can be sent to [email protected]. We continue to welcome your respectful feedback on

our website at [email protected]. Please let us know of any corrections or updates.

Respectfully Submitted, Rev. Kathy

Rev. Kathy Schmitz, Chief of Staff

mailto:[email protected]



Balance Sheet

03/06/2017 02:42 PM Consolidated - February 2017

Current Year

Page: 1

ASSETS

BANK ACCOUNTS

CHECKING ACCOUNT

TD Checking (Operating) $41,859.17

TD Checking (Buffer) 40,000.00

TD Checking (Designated) 10,648.63

Subtotal Checking Account 92,507.80

MONEY MARKET ACCOUNT

TD Bank MMA Undesignated 43,406.72

TD Bank MMA (Designated) 104,051.91

Subtotal Money Market Account 147,458.63

OTHER ACCOUNTS

TD Bank Minister's Disc. 2,064.27

Capital Campaign MMA 878,672.41

Subtotal Other Accounts 880,736.68

Subtotal Bank Accounts 1,120,703.11

INVESTMENTS

USAA Brokerage Account 25.00

FIXED ASSETS

LAND

Land 748,800.00

Parking & Asphalt 58,066.00

Subtotal Land 806,866.00

BUILDINGS

Buildings - Sanctuary 405,398.00

Buildings - Gore Hall 215,928.00

Buildings - RE Complex 195,129.00

Subtotal Buildings 816,455.00

EQUIPMENT

Furniture and Equipment 625,100.00

Subtotal Fixed Assets 2,248,421.00

TOTAL ASSETS $3,369,149.11

NET ASSETS

GENERAL FUND

General Fund/Equity $2,381,086.55

DESIGNATED FUND BALANCES

Mystic Grove Fund 354.70

Natural Disaster Fund 3,008.00

Nora Staton Bookstore FB 877.97

Black Cat Fund 1,137.57

Memorial Gifts Fund 430.00

Sharon Hiett Memorial FB 342.00

Temporary Reserve Fund 1,729.68


Balance Sheet


Current Year

Page: 2

Children's RE Fund -43.29

Exchange TShirt Fund -338.00

GH Maint Fund 1,500.00

EC Maint Fund 1,240.00

UU Collaborators Fund 410.00

Subtotal Designated Fund Balances 10,648.63

CAPITAL CAMPAIGN FUND

Capital Campaign Fund 873,362.02

MMA DESIGNATED FUNDS

Sanctuary ROOF Fund 3,150.00

Sanctuary HVAC Fund 26,250.00

Gore Hall Fund 48,000.00

Enrichment Center Fund 17,000.00

DuRocher Fund 5,000.00

Website Develop Fund 2,697.00

Min Sabbatical Resv Fund 1,245.00

Accrued Interest Fund 709.91

Subtotal Mma Designated Funds 104,051.91

TOTAL FUND BALANCE 3,369,149.11

TOTAL LIABILITIES AND FUND BALANCE $3,369,149.11


Budget Report

03/06/2017 02:44 PM

AccountBudgetActual %Difference

Page: 1

BudgetActual

%Difference

February 2017 July 2016 - June 2017

01 GENERAL FUND

INCOME

01-4000 INCOME

GENERAL FUND INCOME01-4005

CONTRIBUTION INCOME01-4010

Pledges01-4011

306,017.00 71% 90,207.36 25,501.42 62% 9,644.31 15,857.11 215,809.64

Pledges - New Members01-4012

6,000.00 33% 4,001.00 500.00 107%-35.00 535.00 1,999.00

Plate Collection 9:3001-4013

4,000.00 23% 3,074.62 333.33 37% 210.33 123.00 925.38

Plate Collection 11:0001-4014

13,000.00 69% 3,994.24 1,083.33 111%-123.71 1,207.04 9,005.76

Donations01-4015

0.00 0%-3,251.00 0.00 0%-515.00 515.00 3,251.00

Last Fiscal Year Pledges01-4018

20.00 10,264.67

Share the Plate Income01-4022-022

1,190.12 9,949.56

Endowment Fund01-4023

34,400.00 50% 17,200.00 2,866.67 0% 2,866.67 0.00 17,200.00

Barnett Foundation01-4024-024

25,000.00 100% 0.00 0.00 0% 0.00 0.00 25,000.00

Subtotal Contribution Income

388,417.00 76% 95,011.99 30,284.75 64% 10,837.48 19,447.27 293,405.01

Budgeted CONTRIBUTION INCOME 388,417.00 273,190.78 70% 115,226.22 30,284.75 18,237.15 60% 12,047.60

Non-Budgeted CONTRIBUTION INCOME 20,214.23 1,210.12

OTHER INCOME01-4050

Banking Interest01-4051

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Investment Interest/gain01-4052

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Facility Use Income01-4053

10,000.00 87% 1,255.00 833.33 123%-191.67 1,025.00 8,745.00

Custodial Event Fees01-4054

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Intern Grant - UUA01-4055

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Intern from Reserve01-4056

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Miscellaneous Income01-4057-103

3,000.00 82% 548.22 250.00 389%-722.00 972.00 2,451.78

T-Shirt Sales01-4058-311

20.00 885.00

Subtotal Other Income

13,000.00 93% 918.22 1,083.33 186%-933.67 2,017.00 12,081.78

Budgeted OTHER INCOME 13,000.00 11,196.78 86% 1,803.22 1,083.33 1,997.00 184%-913.67

Non-Budgeted OTHER INCOME 885.00 20.00

PROGRAM INCOME01-4059

GLBT Income01-4059-027

0.00 80.00

Adult RE Income01-4061-026

308.50 2,383.81

Childrens RE income01-4062-025

0.00 765.00

Social Justice Team Inc01-4063-029

26.25 2,463.25

Music Income01-4064-030

0.00 434.50

Subtotal Program Income

0.00 0%-6,126.56 0.00 0%-334.75 334.75 6,126.56


Budget Report

03/06/2017 02:44 PM


Page: 2

BudgetActual

%Difference


01 GENERAL FUND

Budgeted PROGRAM INCOME 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted PROGRAM INCOME 6,126.56 334.75

ACTIVITY INCOME01-4070

Meditation Income01-4072

95.00 455.00

Yoga Income01-4074

107.00 533.00

Social Hour Income01-4076

42.00 130.50

Subtotal Activity Income

0.00 0%-1,118.50 0.00 0%-244.00 244.00 1,118.50

Budgeted ACTIVITY INCOME 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted ACTIVITY INCOME 1,118.50 244.00

FUNDRAISING INCOME01-4100

0.00 0% 0.00 0.00 0% 0.00

Fundraising Income01-4102-102

4,500.00 171%-3,174.56 375.00 0% 375.00 0.00 7,674.56

Equal Exchange Coffee01-4104

179.00 420.20

Subtotal Fundraising Income

4,500.00 180%-3,594.76 375.00 48% 196.00 179.00 8,094.76

Budgeted FUNDRAISING INCOME 4,500.00 7,674.56 171%-3,174.56 375.00 0.00 0% 375.00

Non-Budgeted FUNDRAISING INCOME 420.20 179.00

TOTAL INCOME

405,917.00 79% 85,090.39 31,743.08 70% 9,521.06 22,222.02 320,826.61

Budgeted INCOME 405,917.00 292,062.12 72% 113,854.88 31,743.08 20,234.15 64% 11,508.93

Non-Budgeted INCOME 28,764.49 1,987.87

EXPENSE

01-5000 EXPENSES

PERSONNEL EXPENSES01-5005

SALARIES & BENEFITS01-5010

MINISTER SALARY01-5020

0.00 0% 0.00 0.00 0% 0.00

Minister Salary01-5021-001

44,688.00 70% 13,396.00 3,724.00 100% 0.00 3,724.00 31,292.00

Minister Housing01-5022-001

30,000.00 67% 10,000.00 2,500.00 100% 0.00 2,500.00 20,000.00

Minister Health Insurance01-5023-001

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Minister Life Insurance01-5024-001

603.00 47% 317.43 50.25 66% 17.22 33.03 285.57

Minister LT Disability01-5025-001

786.00 49% 397.47 65.50 74% 16.93 48.57 388.53

Minister's Retirement01-5026-001

7,857.00 75% 1,964.25 654.75 100% 0.00 654.75 5,892.75

PR Tax Expense - Minister01-5027-001

6,010.00 67% 2,003.36 500.83 100% 0.00 500.83 4,006.64

Minister Travel/Develop01-5028-001

1,000.00 0% 1,000.00 83.33 0% 83.33 0.00 0.00

Minister's Prof. Expenses01-5029-001

6,857.00 3% 6,646.34 571.42 0% 571.42 0.00 210.66

Minister Bonus01-5030-001

3,879.00 67% 1,293.00 323.25 100% 0.00 323.25 2,586.00


Budget Report

03/06/2017 02:44 PM


Page: 3

BudgetActual

%Difference


01 GENERAL FUND

Subtotal Minister Salary

101,680.00 64% 37,017.85 8,473.33 92% 688.90 7,784.43 64,662.15

Budgeted MINISTER SALARY 101,680.00 64,662.15 64% 37,017.85 8,473.33 7,784.43 92% 688.90

Non-Budgeted MINISTER SALARY 0.00 0.00

MINISTERIAL INTERN01-5040

Ministerial Intern Salary01-5041-002

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Min. Intern Flex Benefits01-5043-002

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Min. Intern Retirement01-5046-002

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

PR Tax Exp. Min. Intern01-5047-002

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Min. Intern Prof. Exp.01-5049-002

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Subtotal Ministerial Intern

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Budgeted MINISTERIAL INTERN 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted MINISTERIAL INTERN 0.00 0.00

CHURCH ADMINISTRATOR01-5060

Church Admin Salary01-5061-003

46,224.00 67% 15,247.99 3,852.00 100% 0.00 3,852.00 30,976.01

Church Admin Bonus01-5062-003

3,879.00 67% 1,293.08 323.25 100% 0.01 323.24 2,585.92

Church Admin Health Ins01-5063-003

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Church Admin Life Ins01-5064-003

385.00 77% 90.37 32.08 106%-1.99 34.07 294.63

Church Admin LTD01-5065-003

501.00 80% 100.20 41.75 120%-8.35 50.10 400.80

Church Admin Retirement01-5066-003

5,010.00 75% 1,252.50 417.50 100% 0.00 417.50 3,757.50

Church Admin Prof Expense01-5067-003

1,000.00 0% 1,000.00 83.33 0% 83.33 0.00 0.00

PR Tax Exp - Church Adm01-5069-003

3,833.00 67% 1,272.43 319.42 100% 0.02 319.40 2,560.57

Subtotal Church Administrator

60,832.00 67% 20,256.57 5,069.33 99% 73.02 4,996.31 40,575.43

Budgeted CHURCH ADMINISTRATOR 60,832.00 40,575.43 67% 20,256.57 5,069.33 4,996.31 99% 73.02

Non-Budgeted CHURCH ADMINISTRATOR 0.00 0.00

RE MINISTRY01-5080

Dir. Religious Ed. Salary01-5081-004

20,549.00 67% 6,849.64 1,712.42 100% 0.00 1,712.42 13,699.36

DRE Bonus01-5082-004

1,939.00 67% 646.36 161.58 100% 0.00 161.58 1,292.64

DRE Health Ins01-5083-004

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

DRE Life Ins01-5084-004

173.00 76% 40.79 14.42 106%-0.87 15.29 132.21

DRE LTD01-5085-004

225.00 80% 45.09 18.75 120%-3.74 22.49 179.91

DRE Retirement01-5086-004

2,249.00 75% 562.22 187.42 100% 0.00 187.42 1,686.78

PR Tax Expense DRE01-5087-004

1,720.00 67% 567.68 143.33 100%-0.04 143.37 1,152.32

DRE Travel/Develop01-5088-004

1,000.00 0% 1,000.00 83.33 0% 83.33 0.00 0.00


Budget Report

03/06/2017 02:44 PM


Page: 4

BudgetActual

%Difference


01 GENERAL FUND

Subtotal Re Ministry

27,855.00 65% 9,711.78 2,321.25 97% 78.68 2,242.57 18,143.22

Budgeted RE MINISTRY 27,855.00 18,143.22 65% 9,711.78 2,321.25 2,242.57 97% 78.68

Non-Budgeted RE MINISTRY 0.00 0.00

DIRECTOR OF MUSIC01-5100

Dir Music Salary01-5101-005

17,307.00 67% 5,769.08 1,442.25 100% 0.01 1,442.24 11,537.92

Dir Music Health Stipend01-5103-005

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Dir Music Bonus01-5104-005

1,455.00 67% 484.92 121.25 100%-0.01 121.26 970.08

PR Tax Expense - Music01-5107-005

1,435.00 67% 472.79 119.58 100%-0.03 119.61 962.21

Music Dir Travel/Develop01-5108-005

1,000.00 0% 1,000.00 83.33 0% 83.33 0.00 0.00

Subtotal Director Of Music

21,197.00 64% 7,726.79 1,766.41 95% 83.30 1,683.11 13,470.21

Budgeted DIRECTOR OF MUSIC 21,197.00 13,470.21 64% 7,726.79 1,766.41 1,683.11 95% 83.30

Non-Budgeted DIRECTOR OF MUSIC 0.00 0.00

OTHER MUSIC STAFF01-5120

Music Accompanist Salary01-5121-006

5,610.00 70% 1,683.00 467.50 120%-93.50 561.00 3,927.00

PR Tax Expense - Accomp.01-5122-006

429.00 71% 125.90 35.75 120%-7.17 42.92 303.10

Choir Director Salary01-5126-007

8,244.00 66% 2,781.40 687.00 122%-153.40 840.40 5,462.60

PR Taxes Choir Director01-5127-007

631.00 67% 207.72 52.58 122%-11.71 64.29 423.28

Subtotal Other Music Staff

14,914.00 68% 4,798.02 1,242.83 121%-265.78 1,508.61 10,115.98

Budgeted OTHER MUSIC STAFF 14,914.00 10,115.98 68% 4,798.02 1,242.83 1,508.61 121%-265.78

Non-Budgeted OTHER MUSIC STAFF 0.00 0.00

FACILITIES MAINTENANCE01-5130

Custodian Salary01-5131-008

21,442.00 67% 7,142.25 1,786.83 100%-0.01 1,786.84 14,299.75

Custodian Bonus01-5132-008

2,909.00 67% 969.52 242.42 100%-0.02 242.44 1,939.48

Custodian Health Ins01-5133-008

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Custodian Life Insurance01-5134-008

187.00 77% 43.84 15.58 106%-0.98 16.56 143.16

Custodian LTD01-5135-008

244.00 80% 49.21 20.33 120%-4.02 24.35 194.79

Custodian Retirement01-5136-008

2,435.00 75% 608.72 202.92 100% 0.00 202.92 1,826.28

PR Taxes - Custodian01-5137-008

1,863.00 69% 579.09 155.25 100% 0.01 155.24 1,283.91

Subtotal Facilities Maintenance

29,080.00 68% 9,392.63 2,423.33 100%-5.02 2,428.35 19,687.37

Budgeted FACILITIES MAINTENANCE 29,080.00 19,687.37 68% 9,392.63 2,423.33 2,428.35 100%-5.02

Non-Budgeted FACILITIES MAINTENANCE 0.00 0.00

TEMPORARY PERSONNEL01-5150


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BudgetActual

%Difference


01 GENERAL FUND

Temp Personnel Salary01-5152-013

950.00 30% 665.00 79.17 0% 79.17 0.00 285.00

PR Tax Exp Temp. Pers.01-5154-013

75.00 29% 53.20 6.25 0% 6.25 0.00 21.80

Subtotal Temporary Personnel

1,025.00 30% 718.20 85.42 0% 85.42 0.00 306.80

Budgeted TEMPORARY PERSONNEL 1,025.00 306.80 30% 718.20 85.42 0.00 0% 85.42

Non-Budgeted TEMPORARY PERSONNEL 0.00 0.00

CHILD CARE01-5160

Childcare Director Salary01-5161-009

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

CC Salary Sunday Worship01-5162-010

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

CC Salary Fellowship01-5163-011

1,100.00 65% 389.50 91.67 270%-155.83 247.50 710.50

Childcare Nursery Staff01-5164-012

4,186.00 53% 1,955.50 348.83 79% 72.83 276.00 2,230.50

PR Tax Exp Dir Sun Chldca01-5165-009

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

PR Taxes CC Sun Worship01-5166-010

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

PR Taxes CC Fellowship01-5167-011

84.00 65% 29.63 7.00 271%-11.94 18.94 54.37

PR Taxes CC Nursery01-5168-012

320.00 56% 140.97 26.67 79% 5.56 21.11 179.03

Subtotal Child Care

5,690.00 56% 2,515.60 474.17 119%-89.38 563.55 3,174.40

Budgeted CHILD CARE 5,690.00 3,174.40 56% 2,515.60 474.17 563.55 119%-89.38

Non-Budgeted CHILD CARE 0.00 0.00

OFFICE ASSISTANT01-5170

Office Assistant Salary01-5171-014

15,912.00 67% 5,304.00 1,326.00 100% 0.00 1,326.00 10,608.00

Office Assist Health Ins01-5172-014

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Office Asst Retirement01-5173-014

796.00 0% 796.00 66.33 0% 66.33 0.00 0.00

Office Assistant Life Ins01-5174-014

137.00 77% 32.06 11.42 106%-0.72 12.14 104.94

Office Assistant Dis. Ins01-5175-014

179.00 80% 36.17 14.92 120%-2.93 17.85 142.83

PR Tax Exp. Office Asst01-5176-014

1,366.00 67% 450.41 113.83 100% 0.06 113.77 915.59

Office Assistant Bonus01-5177-014

1,939.00 67% 646.36 161.58 100% 0.00 161.58 1,292.64

Subtotal Office Assistant

20,329.00 64% 7,265.00 1,694.08 96% 62.74 1,631.34 13,064.00

Budgeted OFFICE ASSISTANT 20,329.00 13,064.00 64% 7,265.00 1,694.08 1,631.34 96% 62.74

Non-Budgeted OFFICE ASSISTANT 0.00 0.00

Subtotal Salaries & Benefits

282,602.00 65% 99,402.44 23,550.15 97% 711.88 22,838.27 183,199.56

Budgeted SALARIES & BENEFITS 282,602.00 183,199.56 65% 99,402.44 23,550.15 22,838.27 97% 711.88

Non-Budgeted SALARIES & BENEFITS 0.00 0.00

OTHER EMPLOYER EXPENSE01-5180


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BudgetActual

%Difference


01 GENERAL FUND

EE Eval & Recognition01-5181

600.00 106%-35.00 50.00 0% 50.00 0.00 635.00

Workers Compensation Exp01-5182

3,000.00 113%-378.01 250.00 272%-430.26 680.26 3,378.01

Payroll Fees01-5184

3,000.00 73% 814.66 250.00 179%-196.44 446.44 2,185.34

Background Checks01-5186

350.00 68% 111.70 29.17 0% 29.17 0.00 238.30

Subtotal Other Employer Expense

6,950.00 93% 513.35 579.17 195%-547.53 1,126.70 6,436.65

Budgeted OTHER EMPLOYER EXPENSE 6,950.00 6,436.65 93% 513.35 579.17 1,126.70 195%-547.53

Non-Budgeted OTHER EMPLOYER EXPENS 0.00 0.00

Subtotal Personnel Expenses

289,552.00 65% 99,915.79 24,129.32 99% 164.35 23,964.97 189,636.21

Budgeted PERSONNEL EXPENSES 289,552.00 189,636.21 65% 99,915.79 24,129.32 23,964.97 99% 164.35

Non-Budgeted PERSONNEL EXPENSES 0.00 0.00

ADMINISTRATIVE01-5200

Advertising01-5202

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Website-support/maintenan01-5204

600.00 104%-25.76 50.00 724%-312.00 362.00 625.76

Bank/Vanco Fees01-5206

1,500.00 57% 644.25 125.00 81% 23.47 101.53 855.75

Credit Card Fees01-5208

1,500.00 77% 340.74 125.00 106%-7.80 132.80 1,159.26

Copier01-5210

5,000.00 68% 1,588.59 416.67 89% 44.78 371.89 3,411.41

Internet01-5212

1,500.00 74% 385.92 125.00 111%-14.26 139.26 1,114.08

Licenses01-5214

250.00 120%-49.63 20.83 0% 20.83 0.00 299.63

Office Supplies01-5216

2,000.00 102%-46.19 166.67 0% 166.67 0.00 2,046.19

Office Reimbursement01-5218

100.00 0% 100.00 8.33 0% 8.33 0.00 0.00

Postage01-5220

550.00 64% 195.38 45.83 0% 45.83 0.00 354.62

Telephone01-5222

2,700.00 55% 1,227.56 225.00 81% 43.09 181.91 1,472.44

Tech Support PowerChurch01-5224

250.00 9% 226.30 20.83 0% 20.83 0.00 23.70

Professional Fees01-5226

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Website Development01-5228

700.00 9% 637.25 58.33 0% 58.33 0.00 62.75

Equipment Rental01-5230

300.00 0% 300.00 25.00 0% 25.00 0.00 0.00

Subtotal Administrative

16,950.00 67% 5,524.41 1,412.49 91% 123.10 1,289.39 11,425.59

Budgeted ADMINISTRATIVE 16,950.00 11,425.59 67% 5,524.41 1,412.49 1,289.39 91% 123.10

Non-Budgeted ADMINISTRATIVE 0.00 0.00

PROPERTY EXPENSE01-5300

UUA Principal/Interest01-5312

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Endowment Principal/Inter01-5314

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Real Estate Taxes01-5316

2,200.00 99% 28.39 183.33 0% 183.33 0.00 2,171.61

Landscaping01-5318

9,500.00 36% 6,093.75 791.67 77% 179.17 612.50 3,406.25


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BudgetActual

%Difference


01 GENERAL FUND

Repairs & Maintenance01-5320

17,600.00 57% 7,495.34 1,466.67 84% 236.00 1,230.67 10,104.66

Custodial Supplies01-5322

3,200.00 52% 1,526.19 266.67 95% 14.19 252.48 1,673.81

Utililties01-5324

18,000.00 68% 5,848.58 1,500.00 67% 502.12 997.88 12,151.42

Audio Visual01-5326

1,500.00 12% 1,323.02 125.00 0% 125.00 0.00 176.98

Hazard Insurance01-5328

26,000.00 72% 7,353.99 2,166.67 287%-4,062.35 6,229.02 18,646.01

Capital Improvement Exp01-5332

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Subtotal Property Expense

78,000.00 62% 29,669.26 6,500.01 143%-2,822.54 9,322.55 48,330.74

Budgeted PROPERTY EXPENSE 78,000.00 48,330.74 62% 29,669.26 6,500.01 9,322.55 143%-2,822.54

Non-Budgeted PROPERTY EXPENSE 0.00 0.00

PROGRAM EXPENSE01-5400

5,200.00 0% 5,200.00 433.33 0% 433.33

Adult RE01-5402-026

0.00 0%-1,885.86 0.00 0%-98.72 98.72 1,885.86

Children's RE01-5404-025

1,000.00 50% 500.00 83.33 0% 83.33 0.00 500.00

PR & Communication01-5406

0.00 0%-93.99 0.00 0% 0.00 0.00 93.99

Stewardship/Budget Drive01-5408

600.00 0% 600.00 50.00 0% 50.00 0.00 0.00

Caring Circle01-5410

0.00 0%-50.00 0.00 0% 0.00 0.00 50.00

Social Hour Team01-5412

3,200.00 62% 1,217.68 266.67 127%-71.75 338.42 1,982.32

Membership Expenses01-5414

0.00 0%-482.95 0.00 0% 0.00 0.00 482.95

Music Expense01-5416-030

0.00 0%-776.24 0.00 0% 0.00 0.00 776.24

Social Justice Coor. Team01-5418-029

0.00 0%-2,750.00 0.00 0% 0.00 0.00 2,750.00

Worship01-5420

0.00 0%-1,671.16 0.00 0%-350.00 350.00 1,671.16

Program Coordinating Team01-5422

0.00 0%-159.75 0.00 0% 0.00 0.00 159.75

Committee on Ministry01-5424

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

GLBT expense01-5426-027

0.00 758.65

Subtotal Program Expense

10,000.00 111%-1,110.92 833.33 94% 46.19 787.14 11,110.92

Budgeted PROGRAM EXPENSE 10,000.00 10,352.27 104%-352.27 833.33 787.14 94% 46.19

Non-Budgeted PROGRAM EXPENSE 758.65 0.00

OTHER EXPENSE01-5500

BOT Discretionary01-5502

800.00 0% 800.00 66.67 0% 66.67 0.00 0.00

Saving to Reserve Account01-5503

4,321.00 100%-4.00 360.08 0% 360.08 0.00 4,325.00

Discernment/Strategy Ac01-5504

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Training & Seminars01-5507

500.00 0% 500.00 41.67 0% 41.67 0.00 0.00

Fundraising Expense01-5508-102

0.00 0%-1,507.45 0.00 0% 0.00 0.00 1,507.45

Special Events Expense01-5510-028

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Barnett Fund01-5512-024

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

Share the Plate Expense01-5514-022

1,190.12 9,904.45

Misc. Expenses01-5516-103

169.28 535.29


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BudgetActual

%Difference


01 GENERAL FUND

T-Shirts Sales Exp.01-5518-311

0.00 945.00

Subtotal Other Expense

5,621.00 306%-11,596.19 468.42 290%-890.98 1,359.40 17,217.19

Budgeted OTHER EXPENSE 5,621.00 5,832.45 104%-211.45 468.42 0.00 0% 468.42

Non-Budgeted OTHER EXPENSE 11,384.74 1,359.40

ASSEMBLY/DUES01-5550

G A Delegate Expense01-5552

3,200.00 0% 3,200.00 266.67 0% 266.67 0.00 0.00

District Assembly01-5554

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

UUA FL District Dues01-5556

30,000.00 50% 15,140.50 2,500.00 0% 2,500.00 0.00 14,859.50

NE Cluster Dues01-5558

0.00 0% 0.00 0.00 0% 0.00 0.00 0.00

UU Justice FL01-5560

275.00 0% 275.00 22.92 0% 22.92 0.00 0.00

Subtotal Assembly/dues

33,475.00 44% 18,615.50 2,789.59 0% 2,789.59 0.00 14,859.50

Budgeted ASSEMBLY/DUES 33,475.00 14,859.50 44% 18,615.50 2,789.59 0.00 0% 2,789.59

Non-Budgeted ASSEMBLY/DUES 0.00 0.00

TOTAL EXPENSE

433,598.00 67% 141,017.85 36,133.16 102%-590.29 36,723.45 292,580.15

Budgeted EXPENSE 433,598.00 280,436.76 65% 153,161.24 36,133.16 35,364.05 98% 769.11

Non-Budgeted EXPENSE 12,143.39 1,359.40


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Page: 9

BudgetActual

%Difference


02 DESIGNATED FUNDS

INCOME

02-4000 INCOME

DESIGNATED FUND INCOME02-4200

Mystic Grove Fund Income02-4202-202

0.00 70.00

Nora Staton Bookstore Inc02-4206-206

0.00 607.00

Black Cat Fund Income02-4208-208

78.00 944.90

Exchange TShirt Income02-4218-218

0.00 55.00

UU Collaborators Income02-4228-228

0.00 410.00

CAPITAL CAMPAIGN INCOME02-4230-230

Capital Pledge Income02-4231-230

11,606.17 235,406.85

Capital SPECIAL GIFTS02-4232-230

4,195.00 7,045.00

Capital DONATIONS02-4233-230

932.00 1,652.00

Subtotal Capital Campaign Income

0.00 0%-244,103.85 0.00 0%-16,733.17 16,733.17 244,103.85

Budgeted CAPITAL CAMPAIGN INCOME 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted CAPITAL CAMPAIGN INCOM 244,103.85 16,733.17

Subtotal Designated Fund Income

0.00 0%-246,190.75 0.00 0%-16,811.17 16,811.17 246,190.75

Budgeted DESIGNATED FUND INCOME 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted DESIGNATED FUND INCOM 246,190.75 16,811.17

MMA DESIGNATED INCOME02-4300

Sanctuary HVAC Fund Inc.02-4302-302

2,750.00 2,750.00

Accrued Interest Income02-4309-309

11.31 97.95

Subtotal Mma Designated Income

0.00 0%-2,847.95 0.00 0%-2,761.31 2,761.31 2,847.95

Budgeted MMA DESIGNATED INCOME 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted MMA DESIGNATED INCOME 2,847.95 2,761.31

TOTAL INCOME

0.00 0%-249,038.70 0.00 0%-19,572.48 19,572.48 249,038.70

Budgeted INCOME 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted INCOME 249,038.70 19,572.48

EXPENSE

02-5000 EXPENSES

DESIGNATED FUND EXPENSE02-6200

Nora Staton Bookstore Exp02-6206-206

0.00 245.12

Black Cat Fund Expense02-6208-208

38.87 307.33


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Page: 10

BudgetActual

%Difference


02 DESIGNATED FUNDS

CAPITAL EXPENSES02-6230-230

Capital Exp Pre-renovatio02-6231-230

577.83 61,892.13

Capital Exp Renovation02-6232-230

0.00 59,620.93

Capital Exp Other02-6233-230

40.21 550.60

Subtotal Capital Exp Renovation

0.00 0%-60,171.53 0.00 0%-40.21 40.21 60,171.53

Budgeted Capital Exp Renovation 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted Capital Exp Renovation 60,171.53 40.21

Subtotal Capital Expenses

0.00 0%-122,063.66 0.00 0%-618.04 618.04 122,063.66

Budgeted CAPITAL EXPENSES 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted CAPITAL EXPENSES 122,063.66 618.04

Subtotal Designated Fund Expense

0.00 0%-122,616.11 0.00 0%-656.91 656.91 122,616.11

Budgeted DESIGNATED FUND EXPENSE 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted DESIGNATED FUND EXPEN 122,616.11 656.91

MMA DESIGNATED EXPENSE02-6300

Min Sabbatical Resv Exp02-6308-308

0.00 200.00

TOTAL EXPENSE

0.00 0%-122,816.11 0.00 0%-656.91 656.91 122,816.11

Budgeted EXPENSE 0.00 0.00 0% 0.00 0.00 0.00 0% 0.00

Non-Budgeted EXPENSE 122,816.11 656.91


Income and Expense Statement


Current Period Year to Date Annual Budget Annual Budget

Difference

Page: 1

INCOME

GENERAL FUND INCOME

CONTRIBUTION INCOME

Pledges $15,857.11 $211,879.64 $306,017.00 -$94,137.36

Pledges - New Members 535.00 1,845.00 6,000.00 -4,155.00

Plate Collection 9:30 123.00 925.38 4,000.00 -3,074.62

Plate Collection 11:00 1,207.04 8,652.45 13,000.00 -4,347.55

Donations 515.00 2,951.00 0.00 2,951.00

Last Fiscal Year Pledges 20.00 10,264.67 0.00 10,264.67

Share the Plate Income 1,190.12 9,949.56 0.00 9,949.56

Endowment Fund 0.00 17,200.00 34,400.00 -17,200.00

Barnett Foundation 0.00 25,000.00 25,000.00 0.00

Subtotal Contribution Income 19,447.27 288,667.70 388,417.00 -99,749.30

OTHER INCOME

Facility Use Income 1,025.00 8,295.00 10,000.00 -1,705.00

Miscellaneous Income 972.00 2,251.78 3,000.00 -748.22

T-Shirt Sales 20.00 885.00 0.00 885.00

Subtotal Other Income 2,017.00 11,431.78 13,000.00 -1,568.22

PROGRAM INCOME

GLBT Income 0.00 80.00 0.00 80.00

Adult RE Income 308.50 2,383.81 0.00 2,383.81

Childrens RE income 0.00 765.00 0.00 765.00

Social Justice Team Inc 26.25 2,463.25 0.00 2,463.25

Music Income 0.00 434.50 0.00 434.50

Subtotal Program Income 334.75 6,126.56 0.00 6,126.56

ACTIVITY INCOME

Meditation Income 95.00 455.00 0.00 455.00

Yoga Income 107.00 513.00 0.00 513.00

Social Hour Income 42.00 130.50 0.00 130.50

Subtotal Activity Income 244.00 1,098.50 0.00 1,098.50

FUNDRAISING INCOME

Fundraising Income 0.00 7,674.56 4,500.00 3,174.56

Equal Exchange Coffee 179.00 420.20 0.00 420.20

Subtotal Fundraising Income 179.00 8,094.76 4,500.00 3,594.76

Subtotal General Fund Income 22,222.02 315,419.30 405,917.00 -90,497.70

DESIGNATED FUND INCOME

Mystic Grove Fund Income 0.00 70.00 0.00 70.00

Nora Staton Bookstore Inc 0.00 607.00 0.00 607.00

Black Cat Fund Income 78.00 944.90 0.00 944.90

Exchange TShirt Income 0.00 55.00 0.00 55.00

UU Collaborators Income 0.00 410.00 0.00 410.00

CAPITAL CAMPAIGN INCOME

Capital Pledge Income 11,606.17 234,159.85 0.00 234,159.85

Capital SPECIAL GIFTS 4,195.00 6,545.00 0.00 6,545.00

Capital DONATIONS 932.00 1,602.00 0.00 1,602.00

Subtotal Capital Campaign Income 16,733.17 242,306.85 0.00 242,306.85





Difference

Page: 2

Subtotal Designated Fund Income 16,811.17 244,393.75 0.00 244,393.75

MMA DESIGNATED INCOME

Sanctuary HVAC Fund Inc. 2,750.00 2,750.00 0.00 2,750.00

Accrued Interest Income 11.31 97.95 0.00 97.95

Subtotal Mma Designated Income 2,761.31 2,847.95 0.00 2,847.95

TOTAL INCOME 41,794.50 562,661.00 405,917.00 156,744.00

EXPENSES

PERSONNEL EXPENSES

SALARIES & BENEFITS

MINISTER SALARY

Minister Salary $3,724.00 $29,792.00 $44,688.00 -$14,896.00

Minister Housing 2,500.00 20,000.00 30,000.00 -10,000.00

Minister Life Insurance 33.03 285.57 603.00 -317.43

Minister LT Disability 48.57 388.53 786.00 -397.47

Minister's Retirement 654.75 5,238.00 7,857.00 -2,619.00

PR Tax Expense - Minister 500.83 4,006.64 6,010.00 -2,003.36

Minister Travel/Develop 0.00 0.00 1,000.00 -1,000.00

Minister's Prof. Expenses 0.00 210.66 6,857.00 -6,646.34

Minister Bonus 323.25 2,586.00 3,879.00 -1,293.00

Subtotal Minister Salary 7,784.43 62,507.40 101,680.00 -39,172.60

CHURCH ADMINISTRATOR

Church Admin Salary 3,852.00 30,816.01 46,224.00 -15,407.99

Church Admin Bonus 323.24 2,585.92 3,879.00 -1,293.08

Church Admin Life Ins 34.07 294.63 385.00 -90.37

Church Admin LTD 50.10 400.80 501.00 -100.20

Church Admin Retirement 417.50 3,340.00 5,010.00 -1,670.00

Church Admin Prof Expense 0.00 0.00 1,000.00 -1,000.00

PR Tax Exp - Church Adm 319.40 2,560.57 3,833.00 -1,272.43

Subtotal Church Administrator 4,996.31 39,997.93 60,832.00 -20,834.07

RE MINISTRY

Dir. Religious Ed. Salary 1,712.42 13,699.36 20,549.00 -6,849.64

DRE Bonus 161.58 1,292.64 1,939.00 -646.36

DRE Life Ins 15.29 132.21 173.00 -40.79

DRE LTD 22.49 179.91 225.00 -45.09

DRE Retirement 187.42 1,499.36 2,249.00 -749.64

PR Tax Expense DRE 143.37 1,152.32 1,720.00 -567.68

DRE Travel/Develop 0.00 0.00 1,000.00 -1,000.00

Subtotal Re Ministry 2,242.57 17,955.80 27,855.00 -9,899.20

DIRECTOR OF MUSIC

Dir Music Salary 1,442.24 11,537.92 17,307.00 -5,769.08

Dir Music Bonus 121.26 970.08 1,455.00 -484.92

PR Tax Expense - Music 119.61 962.21 1,435.00 -472.79

Music Dir Travel/Develop 0.00 0.00 1,000.00 -1,000.00

Subtotal Director Of Music 1,683.11 13,470.21 21,197.00 -7,726.79

OTHER MUSIC STAFF

Music Accompanist Salary 561.00 3,927.00 5,610.00 -1,683.00

PR Tax Expense - Accomp. 42.92 303.10 429.00 -125.90





Difference

Page: 3

Choir Director Salary 840.40 5,462.60 8,244.00 -2,781.40

PR Taxes Choir Director 64.29 423.28 631.00 -207.72

Subtotal Other Music Staff 1,508.61 10,115.98 14,914.00 -4,798.02

FACILITIES MAINTENANCE

Custodian Salary 1,786.84 14,299.75 21,442.00 -7,142.25

Custodian Bonus 242.44 1,939.48 2,909.00 -969.52

Custodian Life Insurance 16.56 143.16 187.00 -43.84

Custodian LTD 24.35 194.79 244.00 -49.21

Custodian Retirement 202.92 1,623.36 2,435.00 -811.64

PR Taxes - Custodian 155.24 1,283.91 1,863.00 -579.09

Subtotal Facilities Maintenance 2,428.35 19,484.45 29,080.00 -9,595.55

TEMPORARY PERSONNEL

Temp Personnel Salary 0.00 285.00 950.00 -665.00

PR Tax Exp Temp. Pers. 0.00 21.80 75.00 -53.20

Subtotal Temporary Personnel 0.00 306.80 1,025.00 -718.20

CHILD CARE

CC Salary Fellowship 247.50 710.50 1,100.00 -389.50

Childcare Nursery Staff 276.00 2,230.50 4,186.00 -1,955.50

PR Taxes CC Fellowship 18.94 54.37 84.00 -29.63

PR Taxes CC Nursery 21.11 179.03 320.00 -140.97

Subtotal Child Care 563.55 3,174.40 5,690.00 -2,515.60

OFFICE ASSISTANT

Office Assistant Salary 1,326.00 10,608.00 15,912.00 -5,304.00

Office Asst Retirement 0.00 0.00 796.00 -796.00

Office Assistant Life Ins 12.14 104.94 137.00 -32.06

Office Assistant Dis. Ins 17.85 142.83 179.00 -36.17

PR Tax Exp. Office Asst 113.77 915.59 1,366.00 -450.41

Office Assistant Bonus 161.58 1,292.64 1,939.00 -646.36

Subtotal Office Assistant 1,631.34 13,064.00 20,329.00 -7,265.00

Subtotal Salaries & Benefits 22,838.27 180,076.97 282,602.00 -102,525.03

OTHER EMPLOYER EXPENSE

EE Eval & Recognition 0.00 635.00 600.00 35.00

Workers Compensation Exp 680.26 3,378.01 3,000.00 378.01

Payroll Fees 446.44 2,185.34 3,000.00 -814.66

Background Checks 0.00 238.30 350.00 -111.70

Subtotal Other Employer Expense 1,126.70 6,436.65 6,950.00 -513.35

Subtotal Personnel Expenses 23,964.97 186,513.62 289,552.00 -103,038.38

ADMINISTRATIVE

Website-support/maintenan 362.00 625.76 600.00 25.76

Bank/Vanco Fees 101.53 855.75 1,500.00 -644.25

Credit Card Fees 132.80 1,159.26 1,500.00 -340.74

Copier 371.89 3,396.66 5,000.00 -1,603.34

Internet 139.26 1,114.08 1,500.00 -385.92

Licenses 0.00 299.63 250.00 49.63

Office Supplies 0.00 1,779.45 2,000.00 -220.55

Office Reimbursement 0.00 0.00 100.00 -100.00





Difference

Page: 4

Postage 0.00 354.62 550.00 -195.38

Telephone 181.91 1,472.44 2,700.00 -1,227.56

Tech Support PowerChurch 0.00 23.70 250.00 -226.30

Website Development 0.00 62.75 700.00 -637.25

Equipment Rental 0.00 0.00 300.00 -300.00

Subtotal Administrative 1,289.39 11,144.10 16,950.00 -5,805.90

PROPERTY EXPENSE

Real Estate Taxes 0.00 2,171.61 2,200.00 -28.39

Landscaping 612.50 2,793.75 9,500.00 -6,706.25

Repairs & Maintenance 1,230.67 9,804.66 17,600.00 -7,795.34

Custodial Supplies 252.48 1,673.81 3,200.00 -1,526.19

Utililties 997.88 11,247.97 18,000.00 -6,752.03

Audio Visual 0.00 176.98 1,500.00 -1,323.02

Hazard Insurance 6,229.02 18,646.01 26,000.00 -7,353.99

Subtotal Property Expense 9,322.55 46,514.79 78,000.00 -31,485.21

PROGRAM EXPENSE 5,200.00 -5,200.00

Adult RE 98.72 1,625.85 0.00 1,625.85

Children's RE 0.00 500.00 1,000.00 -500.00

PR & Communication 0.00 93.99 0.00 93.99

Stewardship/Budget Drive 0.00 0.00 600.00 -600.00

Caring Circle 0.00 50.00 0.00 50.00

Social Hour Team 338.42 1,982.32 3,200.00 -1,217.68

Membership Expenses 0.00 395.46 0.00 395.46

Music Expense 0.00 776.24 0.00 776.24

Social Justice Coor. Team 0.00 2,750.00 0.00 2,750.00

Worship 350.00 1,671.16 0.00 1,671.16

Program Coordinating Team 0.00 159.75 0.00 159.75

GLBT expense 0.00 758.65 0.00 758.65

Subtotal Program Expense 787.14 10,763.42 10,000.00 763.42

OTHER EXPENSE

BOT Discretionary 0.00 0.00 800.00 -800.00

Saving to Reserve Account 0.00 0.00 4,321.00 -4,321.00

Training & Seminars 0.00 0.00 500.00 -500.00

Fundraising Expense 0.00 1,507.45 0.00 1,507.45

Share the Plate Expense 1,190.12 9,904.45 0.00 9,904.45

Misc. Expenses 169.28 535.29 0.00 535.29

T-Shirts Sales Exp. 0.00 945.00 0.00 945.00

Subtotal Other Expense 1,359.40 12,892.19 5,621.00 7,271.19

ASSEMBLY/DUES

G A Delegate Expense 0.00 0.00 3,200.00 -3,200.00

UUA FL District Dues 0.00 14,859.50 30,000.00 -15,140.50

UU Justice FL 0.00 0.00 275.00 -275.00

Subtotal Assembly/dues 0.00 14,859.50 33,475.00 -18,615.50

DESIGNATED FUND EXPENSE

Nora Staton Bookstore Exp 0.00 245.12 0.00 245.12

Black Cat Fund Expense 38.87 307.33 0.00 307.33

CAPITAL EXPENSES

Capital Exp Pre-renovatio 577.83 49,601.68 0.00 49,601.68

Capital Exp Renovation





Difference

Page: 5

Capital Exp Other 40.21 550.60 0.00 550.60

Subtotal Capital Expenses 618.04 50,152.28 0.00 50,152.28

Subtotal Designated Fund Expense 656.91 50,704.73 0.00 50,704.73

MMA DESIGNATED EXPENSE

Min Sabbatical Resv Exp 0.00 200.00 0.00 200.00

TOTAL EXPENSES 37,380.36 333,592.35 433,598.00 -100,005.65

EXCESS INCOME\EXPENSES $4,414.14 $229,068.65 -$27,681.00 $256,749.65

3/9/2017 Sponsorship by a UU Congregation for Ministerial Candidates | UUA.org

http://www.uua.org/careers/ministers/becoming/sponsorshipbycongregation 1/4

SPONSORSHIP BY A UU CONGREGATION FORMINISTERIAL CANDIDATES

All candidates preparing for fellowship are required to obtain sponsorship by a Unitarian Universalist (UU)congregation.

What is the purpose of this requirement?

The purpose of this requirement is to ensure familiarity on the part of new ministers with UU congregational life, andencourage congregations to take a responsible role in the recruitment, preparation and assessment of our futureministers. Our congregations, our ministries and our religious movement all stand to gain if we can work togethercreatively to identify and support potential leaders.

When does sponsorship occur?

The request for sponsorship from a congregation now occurs as part of the process of becoming an aspirant with theUnitarian Universalist Association.

Who should decide who is or isn't sponsored?

In most instances, sponsorship will be decided by a vote of the Board of a congregation and rarely by vote of acongregation. If the congregation has a minister, he or she may have a recommendation, but it is not the minister'srole to make the final decision.

Is some kind of documentation required?

Yes. Documentation of congregational sponsorship should be provided using the following form(http://www.uua.org/careers/ministers/becoming/22461.shtml) .

What happens if a congregation chooses not to sponsor a candidate?

The Ministerial Credentialing Office would appreciate being contacted in the event a congregation chooses not tosponsor a candidate so appropriate steps can be taken to address the concerns regarding why this decision wasmade.

What is being said with the decision to sponsor a candidate?

At the most basic level, congregational sponsorship indicates confidence in the candidate's potential and suitabilityfor UU ministry. The Ministerial Fellowship Committee (MFC) regards sponsorship as evidence that the candidate isactively committed to the Purposes and Principles of the UUA and the institutions which uphold them. A congregationis not indicating that the candidate is presently ready for ministry when the congregation commits to sponsorship. Thefinal decision to grant fellowship to a candidate is made by the MFC after careful consideration of written materials,evaluations and a personal interview.

What are the other requirements for UU ministry?

The general qualifications, as stated by the Ministerial Fellowship Committee, are these:

“All candidates must have satisfactorily completed all educational and skill training programs anddemonstrates the qualities, skills and aptitude required for Unitarian Universalist ministry as determinedby the MFC. Those qualifications and requirements include, but are not limited to, the following:

http://www.uua.org/careers/ministers/becoming/22461.shtml



satisfactory completion of an approved clinical pastoral education (CPE) program and an internship (asdescribed in Rule 12), or the equivalent; have completed the required reading; have undergone anapproved career assessment program; be able to demonstrate an understanding of and experience withUU congregational life based on at least two years active involvement or equivalent; must demonstrate astrong motivation for our ministry; must be sponsored by a member society; and must demonstrate abalanced and healthy personality, a capacity for selfunderstanding, a concern for others, and ministerialleadership skills. The Committee will further require that the candidate be well informed on the history anddevelopment of Unitarianism and Universalism, familiar with the Bylaws of the Unitarian UniversalistAssociation, and fully committed to the purpose, objectives and guidelines of the Unitarian UniversalistMinisters’ Association. A candidate for the ministry shall also have a Master of Divinity degree or itsequivalent from a theological school approved by the Committee or have had an equivalent educationalexperience. Any exceptions to these qualifications must be approved by the MFC.”

In addition to the general qualifications for ministerial fellowship, there are many specific requirements for candidates(http://www.uua.org/careers/ministers/becoming/index.shtml) .

Doesn't this requirement have the potential for creating an uncomfortable situation in the congregation if thecongregation is not enthusiastic about sponsoring a candidate, especially if the candidate is a longtermmember, big contributor, etc.?

Yes. This is an important concern which needs to be dealt with carefully. It is especially important, however, not toback away from the challenge of providing the person with honest feedback. Chances are if a congregation hassevere reservations about a person's potential for ministry, the candidate will not be wellserved in the long run iffalsely encouraged.

The MFC does not recommend that a congregation risk conflict over sponsorship. In expressing reservations to acandidate, it is important to try to stress concern for a candidate’s wellbeing and success in employing their uniquegifts, which might not necessarily be for ministry. If a congregation comes to an impasse or don't know what to do,please call the Ministerial Credentialing Director.

In many instances, a congregation will be asked for sponsorship by a person who is away at school or simply movedaway for other reasons. If the person is reasonably well known within the congregation, it is certainly appropriate toconsider sponsorship. A congregation may want to recognize a candidate’s aspirations through, for example,newsletter articles, announcements, and invitations to participate in congregational activities when the candidate is inthe area. A congregation could invite a candidate to write a newsletter article sharing with the congregation some ofthe excitement of their journey.

If the congregation has a minister, their relationship with a candidate is important. The minister may be a mentor, rolemodel, teacher and spiritual guide of considerable influence. The minister may also have mixed feelings about thecandidate or the role that person is playing within the congregation. In any case, it is important to be sensitive to thepossibilities and pitfalls inherent in the relationship and include the minister when developing policies regardingcongregational response to candidates.

Who's supposed to be providing all this support?

Again, congregations will respond to this opportunity in a variety of ways. Some will be able to offer little support at alland will simply deal with requests for sponsorship at the board level on a case by case basis. If this is apt to be thescenario in your congregation, it is still important to have a policy in place which will guide your response to possible

http://www.uua.org/careers/ministers/becoming/index.shtml



inquiries. For example: Who decides? What criteria are important? Will you want to interview the candidate? Whathappens if someone tries to block sponsorship? What if the board and the minister disagree?

If there is more interest and energy within a congregation for working with candidates, the board might, for example,recruit a subcommittee to develop policies, explore possibilities and relate to candidates and their needs for support.

In what ways might a congregation support a candidate?

Depending on their interests, resources, and the needs of the candidate, congregations will choose to support thepeople they sponsor in a variety of ways. Nothing in particular is required.

One of the major concerns for theological school students is their high level of debt; financial assistance cansometimes make the critical difference between staying in school and dropping out. A congregation and candidatemay want to work together to raise money in any number of ways, including special fundraisers and help withlocating grant money or with direct backing from generous parishioners. People who are looking for opportunities todonate money tend to believe that contributing to the education of our future leaders is a good and worthwhileinvestment. Some congregations contribute to the cost of the career assessment program. It is important for personsaspiring to the ministry to do this as early as possible in their preparation. Congregational support andencouragement to do career assessment will benefit the individual and our ministry as a whole. The cost of theprogram can be considerable.

Valuable support can be offered in less tangible ways as well. Candidates may benefit from opportunities to preach orlead other forms of worship. They may need experience working with committees and the financial aspects of runninga church. They might be asked to be leaders in the religious education program, or organize a social action project.

Candidates could be encouraged (and supported financially) to participate in UUA district and continental events. Aparticularly worthwhile opportunity, especially for people who are relatively new to Unitarian Universalism and/orconcerns of the larger Association, is attendance at the UUA General Assembly. Consider having the candidate seekdelegate status from your congregation.

With a UU theological school nearby congregations are liable to be deluged by requests for sponsorship.What should a congregation do when the candidate is not well known?

If a congregation is near a theological school attended by many UU students, it will be particularly important todevelop policies regarding sponsorship as soon as possible. Most congregations in this circumstance already havedeveloped certain understandings about how to welcome, integrate and support ministerial students and value theirpresence. The challenge may simply be to become more intentional about a sponsoring relationship.

If a candidate not well known asks for sponsorship, it's perfectly acceptable to expect that person to become involvedin the life of the congregation for a period of time before considering sponsorship. Some congregations ask for areference from a UU minister or other mutually acceptable person who knows the candidate to get more background.

All candidates are expected to have been minimally been actively involved with a UU congregation for at least twoyears before interviewing with the MFC. For people who became UU's during seminary or for ministers who want totransfer from another denomination, this requirement may seem like a difficult obstacle. Despite this challenge, theMFC firmly believes that those aspiring to professional leadership positions in our Association need to havegrounding in, and understanding of, UU congregational life. Congregational sponsorship may not guarantee thisunderstanding, but it is meant to encourage, facilitate and underscore its importance.

Is sponsorship like having a ministerial intern?



No. Congregational sponsorship and ministerial internships are very different. An intern has contracted with thecongregation and the minister for supervision as a learner for an agreed upon length of time. The intern is acting in aprofessional ministerial capacity, even though ministerial credentials have not yet been granted. Interns are evaluatedand held accountable in a structured way that is not appropriate for someone the congregation sponsors. Asponsored candidate who is not an intern will participate as a layperson, not a minister. If a congregation has anintern or field education student, it will be important for both minister and congregation to be clear about thedistinction so the intern's position of authority is not jeopardized or confused.

Does a person need to be a member for congregational sponsorship?

While it is important for a candidate to indicate their institutional commitment by membership in a UU congregationsomewhere, it is not necessary for them to be members of the sponsoring congregation. It would be important toconsider this issue on an individual basis. Some candidates seek sponsorship from their internship sites and this ispermissible.

This seems like a big responsibility. What's in it for a congregation?

What's in it for congregations is the opportunity to play a pivotal role in promoting responsible, wellprepared leadersfor our religious communities and Unitarian Universalism in general. The MFC’s experience with sponsorship is that itis not burdensome. In fact, both congregations and candidates have expressed pride and enthusiasm about theopportunity to claim one another. For more information about sponsorship or a person requesting sponsorship,please contact the Ministerial Credentialing Office.

Those of us who work with people preparing for UU ministry thank you for your help!

Statement of Congregational Sponsorship (http://www.uua.org/careers/ministers/becoming/22461.shtml)

For more information contact [email protected] (mailto:[email protected]) .

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