Category: Finance Committee

Finance Committee Update

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

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

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

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

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

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

Treasurer’s Report to the Congregation – June 2022

The status of UUCWC finances as of June 2, 2022 is as follows:• Financial indications for UUCWC remain positive with a $43k positive variance – income to expenses• Pledge income lags $40k to budget – $40k: the Stewardship Team will follow up• Lynne Quinto is fully immersed in her Controller responsibilities, aided by Mary Baltycki• … Continue reading Treasurer’s Report to the Congregation – June 2022

UUCWC Hires New Controller

UUCWC is pleased to announce that the new Part-Time Controller position, a new staff position at the recommendation of the Audit Team and with Board approval, has been filled by former UUCWC member Lynne Quinto. Lynne presented as the best candidate after numerous interviews due to her extensive background in bookkeeping and finance. She previously held volunteer posts at … Continue reading UUCWC Hires New Controller