Category: Finance Committee

Finance Committee Initiatives for The Fiscal Year

•

by Steve Saddlemire, Finance Committee Over the summer months, the Finance Committee remained busy examining important issues that impact the financial health of our Church. The Team (Stewardship, Treasurer, Bookkeeper, Endowment, Fundraising, Auction, Capital Campaign and Building) examined both new ideas and ongoing projects and developed a list of initiatives we would like to address … Continue reading Finance Committee Initiatives for The Fiscal Year

Treasurer’s Report to the Congregation

•

Statements of Income and Expense as of the close of the month of September reflect continued financial strength in the UUCWC accounts: • All financial indications are positive with a $16k positive variance to date • Bank Account Balances total $1.29 million: $472k Operating combined balances $606k  Capital Campaign $232k Endowment  -$22k payables

Mid-Year Financial Update

•

by Mary Baltycki, Chair-Finance Committee FINANCIAL: FISCAL YEAR 7/1/20-6/30/21 MID-YEAR UPDATE It is with a great deal of pleasure that the Finance Committee presents a financial summary for the first six months of our fiscal year. We have closed out the calendar year in a very strong financial position thanks to the extraordinary success of … Continue reading Mid-Year Financial Update

Mid-Year Financial Update

•

Transition Several weeks after I joined the Board of Trustees this past July, I agreed to assume on an interim basis, the role of Treasurer, with an eye on creating a volunteer leadership position that can be managed and steered by fellow leaders who are not looking to take on a part-time job, while balancing … Continue reading Mid-Year Financial Update

The Role of UUCWC’s Treasurer

•

by Nathalie Edmond, President, UUCWC Board of Trustees This summer, the Board of Trustees has been focused on re-examining the critical role of the Treasurer in our congregation. At the annual meeting many of you voted in a new Treasurer, Patrick Kahney. Patrick has since stepped out of the role and returned to being a … Continue reading The Role of UUCWC’s Treasurer