Category: Finance Committee

Finalizing Our 2025-26 Budget: Next Steps for Committee Chairs

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By Sandee Steinberg, Finance Committee Chair The Finance Committee will contact Committee chairs via email during March to finalize their budget proposals for the 2025-26 fiscal year. This year we changed the timing of the budget process and asked for budget requests back in November.  These initial requests allowed the Board and Stewardship committees to … Continue reading Finalizing Our 2025-26 Budget: Next Steps for Committee Chairs

Finance Committee Update January 2025: Good News and Challenges

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By Sandee Steinberg, Finance Committee Chair Halfway through our fiscal year, we are running ahead of our estimated pledge collections and slightly below our budgeted expenses. Due to previous finance teams’ hard work and planning, we have healthy savings. On Sunday, January 12th, our congregation voted to spend $64,000 in church savings for a short-term, … Continue reading Finance Committee Update January 2025: Good News and Challenges

Finance Committee Update

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By Sandee Steinberg, Finance Committee Chairperson Now that the church year is underway, I want to update you on our committee’s work. The committee consists of chairs and leaders of other committees, as well as members-at-large. Every month, we review the current state of the budget, as presented to us by our Treasurer, Denny Rodgers. … Continue reading Finance Committee Update

We Are the Church that Matters – A Word From Finance

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by Jim Sanders, Outgoing Chair, Finance Committee After a wonderful review of our congregation’s year by Reverend Kim at the Annual Meeting on June 2, we presented, and the congregation overwhelmingly approved, our Church’s budget for the new year that begins July 1, 2024. The continuing good fiscal health of the congregation and our prudence … Continue reading We Are the Church that Matters – A Word From Finance

Finance Team Starts Anew

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by Jim Sanders, Interim Chair, Finance Committee The finance team has reconvened with two returning members of last year’s team, Barbara Drew (Auction Team) and John Unger (At-large), and a fresh and energized group including: Scott Blaydon and Jane Root (Stewardship), Mike Hanson and Bonnie Gilbert (Endowment), George Faulkner (Capital Project Treasurer), Denny Rodgers (UUCWC … Continue reading Finance Team Starts Anew

Our Financial Year In Review

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By Steve Saddlemire, Past Chair, Finance Committee The past twelve months have been active and productive for the Finance Committee. We established a number of important initiatives and I am pleased to provide an update on their status. Our important tasks included: All the members of the Finance Committee should be proud of these accomplishments … Continue reading Our Financial Year In Review

Finance Committee Completes Major Initiatives

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by Steve Saddlemire, Chair, Finance Committee One of the Finance Committee’s primary initiatives from last fiscal year (2021/22) was to formalize several of the processes we follow when conducting business for the church. This included developing policies and procedures for: • the Endowment Committee• addressing budget overruns• determining available cash in the operating reserve• operating … Continue reading Finance Committee Completes Major Initiatives

Treasurer’s Report – September 2022

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We closed the 2021-2022 Fiscal Year with a $10k surplus (income exceeding expenses). Recorded Pledge Income lagged the amount recorded as pledges by over $40k – a concerning result that we are investigating. Expenses for the year were below budget, largely attributable to the reduced COVID – related staffing and facilities charges:• Staffing -$24k• Operations … Continue reading Treasurer’s Report – September 2022