called to order at 7:00pm and check-in · building update: tommy harrison

Board of Trustees Meeting Minutes from Monday, February 20, 2017 (Rescheduled from Monday, 2/13/17)

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 In Attendance: President Jock Smee, President-Elect Kimberly Holdridge, Treasurer Tommy Harrison, Trustees Mary Ann Horne, Karen Ramberg, Cheryl Tyson, Rev. Kathy Schmitz Absent: Secretary Bekah Keyes (relocation/resignation from the BOT) Guests: Mary Dipboye (BOT Candidate), Mike Haddad (Endowment Board), Al Weilden (Endowment Board) Opening Words and Chalice Lighting - Rev. Kathy Process Observer Volunteer - Karen Ramberg Consent Agenda: As of 1/31/2017, our membership number was 250 As a result of our membership status meeting in January, we contacted members whose membership status needed to be affirmed (for our annual certification with the UUA). As a result, the following occurred: 1 was moved to Lifetime Member (as she is now in a nursing home); she was not contacted: Eva Brinson. 5 members were changed to Resigned/moved away: Sharon Bailey, Shawn Bartelt, Joseph Barker, Christian Scholer, Natalie Anne Doliner. 19 names were changed to Inactive:

Maribel Barreto-Hawkins Jamal Hawkins Allison Costello Elizabeth Blake Mercedes Gosnell Amy Greene-Wilke Curtis Hanson Allen Huggins Michael Jasper Renese Johnson William Bradley Johnson Alisha Kearns Deidra Lynch-Cricks Marni Pasch Scott Pasch Alexa Stone DL Stone Barbara Usmiller Joyce Walker

Announcement(s): The minutes of the January 9, 2017 meeting were reviewed, accepted by email, and posted on the 1U website. Remaining Meeting schedule:

2017 March 13 @ 7P-9P April 10 @ 7P-9P May 8 @ 7P-9P May 21- Congregational Meeting @ 12:45PM June 12 @ 7P-9P JULY NO MEETING

It was regularly moved and seconded to approve the consent agenda. Discussion. Motion carried. Reports:

• Endowment Board: Al Weilden and Mike Haddad - Review of 10 Year Projection Model and Loan Administration Draft-R2 - see attached

It was regularly moved and seconded “The BOT agrees in concept that loan

administration in accordance with Endowment Draft-R2 titled Loan Administration, dated January 30, 2017”. Discussion. Motion carried.

• Program Report: Rev. Kathy – see attached • Minister’s Report: Rev. Kathy – see attached • Treasurer’s Report: Tommy Harrison - see attached

Building Update: Tommy Harrison.

• Debrief of Congregational Meeting on February 5. Both votes (Construction Plans and Financing) were unanimously approved.

• Contract has been signed. • Groundbreaking went well on Sunday, February 12, the 105th anniversary of the

congregation. New Business:

• Backfill Secretary and Trustee Positions - Jock It was regularly moved and seconded to elect Mary Dipboye to fulfill the

remainder of the BOT term through June 2017. Discussion. Motion carried. It was regularly moved and seconded to elect Cheryl Tyson from Trustee to

Secretary of the BOT to fulfill the term of the previous Secretary through June 2017, who has relocated. Discussion. Motion carried.

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

o Housing Opens March 1, Early Registration Ends April 20 o Pre-GA 2017 New Orleans Racial Justice Training, June 20-21

From the Board Policy Handbook - Governance Chapter Delegates to General Assembly The President and Vice-Presidents shall continue to be sent to the General Assembly as delegates, and the remaining delegate(s) shall be appointed with the following guidelines: 1. When selecting delegates to General Assembly, preference should be given in the following order

a. Incoming President, President-Elect, and Vice-President b. BOT Members and Committee Chairs who have not previously attended General Assembly c. BOT Members and Committee Chairs who have previously attended General Assembly d. Other congregants.

2. Within budgetary constraints, the BOT may provide financial assistance to those individuals representing 1U as delegates to General Assembly using the same preference as stated above. 3. Delegates will be expected to report back to the congregation

A call for interest will be forwarded to and published in the Weekly Update with a deadline of April 5, 2017. Continuing Business:

• Finance Committee Recruiting – Update from Tommy • David Shine, Rose Beiler, Mike Haddad (representing the Endowment

Board) have accepted appointment to this new committee. There is one more position to be filled.

• Long Term Financial Plan: - Deferred for Finance Committee

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

• Budget creation for FY 2018 - Finance Committee

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

• Annual Budget Drive - Jock and Rev. Kathy o 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. (see attached)

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

The BOT sees this as an ongoing conversation. (see attached)

• Division/Specialization of policies/bylaws between board members - Update from Jock

o Governance, Management, Oversight sections; Creating abstracts for sections next month; first recommend simple changes, then address potential changes.

o Approval of Management Policy document - Ongoing conversation

• Google Drive creation for BOT file/document storage – Invitations will be sent soon to all BOT members.

• 1U Covenant of Right Relations: – Deferred

Process Observer Report: Process went well All business concluded this meeting adjourned at: 9:15PM

First Unitarian Church of OrlandoBalance Sheet

02/08/2017 09:34 AM Consolidated - January 2017

Current Year

Page: 1

ASSETSBANK ACCOUNTS

CHECKING ACCOUNTTD Checking (Operating) $55,570.59TD Checking (Buffer) 40,000.00TD Checking (Designated) 10,609.50

Subtotal Checking Account 106,180.09

MONEY MARKET ACCOUNTTD Bank MMA Undesignated 47,731.72TD Bank MMA (Designated) 99,703.08

Subtotal Money Market Account 147,434.80

OTHER ACCOUNTSTD Bank Minister's Disc. 2,064.27Capital Campaign MMA 862,276.49

Subtotal Other Accounts 864,340.76

Subtotal Bank Accounts 1,117,955.65

INVESTMENTSUSAA Brokerage Account 25.00

FIXED ASSETSLAND

Land 748,800.00Parking & Asphalt 58,066.00

Subtotal Land 806,866.00

BUILDINGSBuildings - Sanctuary 405,398.00Buildings - Gore Hall 215,928.00Buildings - RE Complex 195,129.00

Subtotal Buildings 816,455.00

EQUIPMENTFurniture and Equipment 625,100.00

Subtotal Fixed Assets 2,248,421.00

TOTAL ASSETS $3,366,401.65

NET ASSETSGENERAL FUND

General Fund/Equity $2,399,122.97DESIGNATED FUND BALANCES

Mystic Grove Fund 354.70Natural Disaster Fund 3,008.00Nora Staton Bookstore FB 877.97Black Cat Fund 1,098.44Memorial Gifts Fund 430.00Sharon Hiett Memorial FB 342.00Temporary Reserve Fund 1,729.68

First Unitarian Church of OrlandoBalance Sheet


Current Year

Page: 2

Children's RE Fund -43.29Exchange TShirt Fund -338.00GH Maint Fund 1,500.00EC Maint Fund 1,240.00UU Collaborators Fund 410.00

Subtotal Designated Fund Balances 10,609.50

CAPITAL CAMPAIGN FUNDCapital Campaign Fund 856,966.10

MMA DESIGNATED FUNDSSanctuary ROOF Fund 1,575.00Sanctuary HVAC Fund 23,500.00Gore Hall Fund 48,000.00Enrichment Center Fund 17,000.00DuRocher Fund 5,000.00Website Develop Fund 2,697.00Min Sabbatical Resv Fund 1,245.00Accrued Interest Fund 686.08

Subtotal Mma Designated Funds 99,703.08

TOTAL FUND BALANCE 3,366,401.65

TOTAL LIABILITIES AND FUND BALANCE $3,366,401.65

First Unitarian Church of Orlando

Budget R

eport02/09/2017 07:43 A

M

Account

Budget

Actual

%D

ifference

Page: 1

Budget

Actual

%D

ifference

January 2017 July 2016 - June 2017

01G

EN

ER

AL FU

ND

INC

OM

E01-4000

INC

OM

EG

EN

ER

AL FU

ND

INC

OM

E01-4005

CO

NTR

IBU

TION

INC

OM

E01-4010

Pledges

01-4011 306,017.00

65% 106,997.36

25,501.42 85%

3,745.38 21,756.04

199,019.64P

ledges - New

Mem

bers01-4012

6,000.00 22%

4,685.00 500.00

93% 35.00

465.00 1,315.00

Plate C

ollection 9:3001-4013

4,000.00 21%

3,141.62 333.33

24% 252.33

81.00 858.38

Plate C

ollection 11:0001-4014

13,000.00 59%

5,316.59 1,083.33

107%-72.56

1,155.89 7,683.41

Donations

01-4015 0.00

0%-2,436.00

0.00 0%

-325.00 325.00

2,436.00Last Fiscal Y

ear Pledges

01-4018 500.00

10,244.67S

hare the Plate Incom

e01-4022-022

2,835.00 8,759.44

Endow

ment Fund

01-4023 34,400.00

50% 17,200.00

2,866.67 0%

2,866.67 0.00

17,200.00B

arnett Foundation01-4024-024

25,000.00 100%

0.00 0.00

0% 0.00

0.00 25,000.00

Subtotal C

ontribution Income

388,417.00 70%

115,900.46 30,284.75

90% 3,166.82

27,117.93 272,516.54

Budgeted CONTRIBUTIO

N INCOM

E 388,417.00

253,512.43 65%

134,904.57 30,284.75

23,782.93 79%

6,501.82Non-Budgeted CO

NTRIBUTION INCO

ME

19,004.11 3,335.00

OTH

ER

INC

OM

E01-4050

Banking Interest

01-4051 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00Investm

ent Interest/gain01-4052

0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

Facility Use Incom

e01-4053

10,000.00 70%

3,040.00 833.33

48% 433.33

400.00 6,960.00

Custodial E

vent Fees01-4054

0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

Intern Grant - U

UA

01-4055 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00Intern from

Reserve

01-4056 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00M

iscellaneous Income

01-4057-103 3,000.00

43% 1,720.22

250.00 142%

-104.78 354.78

1,279.78T-S

hirt Sales

01-4058-311 359.00

865.00

Subtotal O

ther Income

13,000.00 70%

3,895.22 1,083.33

103%-30.45

1,113.78 9,104.78

Budgeted OTHER INCO

ME

13,000.00 8,239.78

63% 4,760.22

1,083.33 754.78

70% 328.55

Non-Budgeted OTHER INCO

ME

865.00 359.00

PR

OG

RA

M IN

CO

ME

01-4059G

LBT Incom

e01-4059-027

0.00 80.00

Adult R

E Incom

e01-4061-026

341.31 2,075.31

Childrens R

E incom

e01-4062-025

0.00 765.00

Social Justice Team

Inc01-4063-029

1,217.00 2,463.25

Music Incom

e01-4064-030

0.00 434.50

Subtotal P

rogram Incom

e 0.00

0%-5,818.06

0.00 0%

-1,558.31 1,558.31

5,818.06


Budget R

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Account

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Actual

%D

ifference

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Budget

Actual

%D

ifference


01G

EN

ER

AL FU

ND

Budgeted PROG

RAM INCO

ME

0.00 0.00

0% 0.00

0.00 0.00

0% 0.00

Non-Budgeted PROG

RAM INCO

ME

5,818.06 1,558.31

AC

TIVITY

INC

OM

E01-4070

Meditation Incom

e01-4072

68.00 409.00

Yoga Incom

e01-4074

140.00 406.00

Social H

our Income

01-4076 0.00

130.50

Subtotal A

ctivity Income

0.00 0%

-945.50 0.00

0%-208.00

208.00 945.50

Budgeted ACTIVITY INCOM

E 0.00

0.00 0%

0.00 0.00

0.00 0%

0.00Non-Budgeted ACTIVITY INCO

ME

945.50 208.00

FUN

DR

AIS

ING

INC

OM

E01-4100

0.00 0%

0.00 0.00

0% 0.00

Fundraising Income

01-4102-102 4,500.00

171%-3,174.56

375.00 0%

375.00 0.00

7,674.56E

qual Exchange C

offee01-4104

183.80 241.20

Subtotal Fundraising Incom

e 4,500.00

176%-3,415.76

375.00 49%

191.20 183.80

7,915.76Budgeted FUNDRAISING

INCOM

E 4,500.00

7,674.56 171%

-3,174.56 375.00

0.00 0%

375.00Non-Budgeted FUNDRAISING

INCOM

E 241.20

183.80

TOTA

L INC

OM

E 405,917.00

73% 109,616.36

31,743.08 95%

1,561.26 30,181.82

296,300.64Budgeted INCO

ME

405,917.00 269,426.77

66% 136,490.23

31,743.08 24,537.71

77% 7,205.37

Non-Budgeted INCOM

E 26,873.87

5,644.11

EX

PE

NS

E01-5000

EX

PE

NS

ES

PE

RS

ON

NE

L EX

PE

NS

ES

01-5005S

ALA

RIE

S &

BE

NE

FITS01-5010

MIN

ISTE

R S

ALA

RY

01-5020 0.00

0% 0.00

0.00 0%

0.00M

inister Salary

01-5021-001 44,688.00

58% 18,620.00

3,724.00 100%

0.00 3,724.00

26,068.00M

inister Housing

01-5022-001 30,000.00

58% 12,500.00

2,500.00 100%

0.00 2,500.00

17,500.00M

inister Health Insurance

01-5023-001 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00M

inister Life Insurance01-5024-001

603.00 42%

350.46 50.25

131%-15.81

66.06 252.54

Minister LT D

isability01-5025-001

786.00 43%

446.04 65.50

148%-31.64

97.14 339.96

Minister's R

etirement

01-5026-001 7,857.00

58% 3,273.75

654.75 100%

0.00 654.75

4,583.25P

R Tax E

xpense - Minister

01-5027-001 6,010.00

58% 2,504.19

500.83 100%

0.00 500.83

3,505.81M

inister Travel/Develop

01-5028-001 1,000.00

0% 1,000.00

83.33 0%

83.33 0.00

0.00M

inister's Prof. E

xpenses01-5029-001

6,857.00 3%

6,646.34 571.42

0% 571.42

0.00 210.66

Minister B

onus01-5030-001

3,879.00 58%

1,616.25 323.25

100% 0.00

323.25 2,262.75


Budget R

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Account

Budget

Actual

%D

ifference

Page: 3

Budget

Actual

%D

ifference


01G

EN

ER

AL FU

NDSubtotal M

inister Salary

101,680.00 54%

46,957.03 8,473.33

93% 607.30

7,866.03 54,722.97

Budgeted MINISTER SALARY

101,680.00 54,722.97

54% 46,957.03

8,473.33 7,866.03

93% 607.30

Non-Budgeted MINISTER SALARY

0.00 0.00

MIN

ISTE

RIA

L INTE

RN

01-5040M

inisterial Intern Salary

01-5041-002 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00M

in. Intern Flex Benefits

01-5043-002 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00M

in. Intern Retirem

ent01-5046-002

0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

PR

Tax Exp. M

in. Intern01-5047-002

0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

Min. Intern P

rof. Exp.

01-5049-002 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00

Subtotal M

inisterial Intern 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00Budgeted M

INISTERIAL INTERN 0.00

0.00 0%

0.00 0.00

0.00 0%

0.00Non-Budgeted M

INISTERIAL INTERN 0.00

0.00

CH

UR

CH

AD

MIN

ISTR

ATO

R01-5060

Church A

dmin S

alary01-5061-003

46,224.00 58%

19,259.99 3,852.00

100% 0.00

3,852.00 26,964.01

Church A

dmin B

onus01-5062-003

3,879.00 58%

1,616.32 323.25

100% 0.01

323.24 2,262.68

Church A

dmin H

ealth Ins01-5063-003

0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

Church A

dmin Life Ins

01-5064-003 385.00

68% 124.44

32.08 212%

-36.06 68.14

260.56C

hurch Adm

in LTD01-5065-003

501.00 70%

150.30 41.75

240%-58.45

100.20 350.70

Church A

dmin R

etirement

01-5066-003 5,010.00

58% 2,087.50

417.50 100%

0.00 417.50

2,922.50C

hurch Adm

in Prof E

xpense01-5067-003

1,000.00 0%

1,000.00 83.33

0% 83.33

0.00 0.00

PR

Tax Exp - C

hurch Adm

01-5069-003 3,833.00

58% 1,591.83

319.42 100%

0.02 319.40

2,241.17

Subtotal C

hurch Adm

inistrator 60,832.00

58% 25,830.38

5,069.33 100%

-11.15 5,080.48

35,001.62Budgeted CHURCH ADM

INISTRATOR

60,832.00 35,001.62

58% 25,830.38

5,069.33 5,080.48

100%-11.15

Non-Budgeted CHURCH ADMINISTRATO

R 0.00

0.00

RE

MIN

ISTR

Y01-5080

Dir. R

eligious Ed. S

alary01-5081-004

20,549.00 58%

8,562.06 1,712.42

100% 0.00

1,712.42 11,986.94

DR

E B

onus01-5082-004

1,939.00 58%

807.94 161.58

100% 0.00

161.58 1,131.06

DR

E H


0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

DR

E Life Ins

01-5084-004 173.00

68% 56.08

14.42 212%

-16.16 30.58

116.92D

RE

LTD01-5085-004

225.00 70%

67.58 18.75

240%-26.23

44.98 157.42

DR

E R

etirement

01-5086-004 2,249.00

58% 937.06

187.42 100%

0.00 187.42

1,311.94P

R Tax E

xpense DR

E01-5087-004

1,720.00 59%

711.05 143.33

100%-0.04

143.37 1,008.95

DR

E Travel/D

evelop01-5088-004

1,000.00 0%

1,000.00 83.33

0% 83.33

0.00 0.00


Budget R

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Budget

Actual

%D

ifference

Page: 4

Budget

Actual

%D

ifference


01G

EN

ER

AL FU

NDSubtotal R

e Ministry

27,855.00 56%

12,141.77 2,321.25

98% 40.90

2,280.35 15,713.23

Budgeted RE MINISTRY

27,855.00 15,713.23

56% 12,141.77

2,321.25 2,280.35

98% 40.90

Non-Budgeted RE MINISTRY

0.00 0.00

DIR

EC

TOR

OF M

US

IC01-5100

Dir M

usic Salary

01-5101-005 17,307.00

58% 7,211.32

1,442.25 100%

0.01 1,442.24

10,095.68D

ir Music H

ealth Stipend

01-5103-005 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00D

ir Music B

onus01-5104-005

1,455.00 58%

606.18 121.25

100%-0.01

121.26 848.82

PR

Tax Expense - M

usic01-5107-005

1,435.00 59%

592.40 119.58

100%-0.03

119.61 842.60

Music D

ir Travel/Develop

01-5108-005 1,000.00

0% 1,000.00

83.33 0%

83.33 0.00

0.00

Subtotal D

irector Of M

usic 21,197.00

56% 9,409.90

1,766.41 95%

83.30 1,683.11

11,787.10Budgeted DIRECTO

R OF M

USIC 21,197.00

11,787.10 56%

9,409.90 1,766.41

1,683.11 95%

83.30Non-Budgeted DIRECTO

R OF M

USIC 0.00

0.00

OTH

ER

MU

SIC

STA

FF01-5120

Music A

ccompanist S

alary01-5121-006

5,610.00 60%

2,244.00 467.50

120%-93.50

561.00 3,366.00

PR

Tax Expense - A

ccomp.

01-5122-006 429.00

61% 168.82

35.75 120%

-7.17 42.92

260.18C

hoir Director S

alary01-5126-007

8,244.00 56%

3,621.80 687.00

122%-153.40

840.40 4,622.20

PR

Taxes Choir D

irector01-5127-007

631.00 57%

272.01 52.58

122%-11.71

64.29 358.99

Subtotal O

ther Music S

taff 14,914.00

58% 6,306.63

1,242.83 121%

-265.78 1,508.61

8,607.37Budgeted O

THER MUSIC STAFF

14,914.00 8,607.37

58% 6,306.63

1,242.83 1,508.61

121%-265.78

Non-Budgeted OTHER M

USIC STAFF 0.00

0.00

FAC

ILITIES

MA

INTE

NA

NC

E01-5130

Custodian S

alary01-5131-008

21,442.00 58%

8,929.09 1,786.83

100%-5.01

1,791.84 12,512.91

Custodian B

onus01-5132-008

2,909.00 58%

1,211.96 242.42

100%-0.02

242.44 1,697.04

Custodian H


0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

Custodian Life Insurance

01-5134-008 187.00

68% 60.40

15.58 213%

-17.54 33.12

126.60C

ustodian LTD01-5135-008

244.00 70%

73.56 20.33

240%-28.37

48.70 170.44

Custodian R

etirement

01-5136-008 2,435.00

58% 1,014.56

202.92 100%

0.00 202.92

1,420.44P

R Taxes - C

ustodian01-5137-008

1,863.00 61%

734.33 155.25

100% 0.01

155.24 1,128.67

Subtotal Facilities M

aintenance 29,080.00

59% 12,023.90

2,423.33 102%

-50.93 2,474.26

17,056.10Budgeted FACILITIES M

AINTENANCE 29,080.00

17,056.10 59%

12,023.90 2,423.33

2,474.26 102%

-50.93Non-Budgeted FACILITIES M

AINTENANCE 0.00

0.00

TEM

PO

RA

RY

PE

RS

ON

NE

L01-5150


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%D

ifference

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Budget

Actual

%D

ifference


01G

EN

ER

AL FU

ND

Temp P

ersonnel Salary

01-5152-013 950.00

30% 665.00

79.17 0%

79.17 0.00

285.00P

R Tax E

xp Temp. P

ers.01-5154-013

75.00 29%

53.20 6.25

0% 6.25

0.00 21.80

Subtotal Tem

porary Personnel

1,025.00 30%

718.20 85.42

0% 85.42

0.00 306.80

Budgeted TEMPO

RARY PERSONNEL

1,025.00 306.80

30% 718.20

85.42 0.00

0% 85.42

Non-Budgeted TEMPO

RARY PERSONNEL

0.00 0.00

CH

ILD C

AR

E01-5160

Childcare D

irector Salary

01-5161-009 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00C

C S

alary Sunday W

orship01-5162-010

0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

CC

Salary Fellow

ship01-5163-011

1,100.00 42%

637.00 91.67

88% 11.17

80.50 463.00

Childcare N

ursery Staff

01-5164-012 4,186.00

47% 2,231.50

348.83 79%

72.83 276.00

1,954.50P

R Tax E

xp Dir S

un Chldca

01-5165-009 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00P

R Taxes C

C S

un Worship

01-5166-010 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00P

R Taxes C

C Fellow

ship01-5167-011

84.00 42%

48.57 7.00

88% 0.84

6.16 35.43

PR

Taxes CC

Nursery

01-5168-012 320.00

49% 162.08

26.67 79%

5.56 21.11

157.92

Subtotal C

hild Care

5,690.00 46%

3,079.15 474.17

81% 90.40

383.77 2,610.85

Budgeted CHILD CARE 5,690.00

2,610.85 46%

3,079.15 474.17

383.77 81%

90.40Non-Budgeted CHILD CARE

0.00 0.00

OFFIC

E A

SS

ISTA

NT

01-5170O

ffice Assistant S

alary01-5171-014

15,912.00 58%

6,630.00 1,326.00

100% 0.00

1,326.00 9,282.00

Office A

ssist Health Ins

01-5172-014 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00O

ffice Asst R

etirement

01-5173-014 796.00

0% 796.00

66.33 0%

66.33 0.00

0.00O

ffice Assistant Life Ins

01-5174-014 137.00

68% 44.20

11.42 213%

-12.86 24.28

92.80O

ffice Assistant D

is. Ins01-5175-014

179.00 70%

54.02 14.92

239%-20.78

35.70 124.98

PR

Tax Exp. O

ffice Asst

01-5176-014 1,366.00

59% 564.18

113.83 100%

0.06 113.77

801.82O

ffice Assistant B

onus01-5177-014

1,939.00 58%

807.94 161.58

100% 0.00

161.58 1,131.06

Subtotal O

ffice Assistant

20,329.00 56%

8,896.34 1,694.08

98% 32.75

1,661.33 11,432.66

Budgeted OFFICE ASSISTANT

20,329.00 11,432.66

56% 8,896.34

1,694.08 1,661.33

98% 32.75

Non-Budgeted OFFICE ASSISTANT

0.00 0.00

Subtotal S

alaries & B

enefits 282,602.00

56% 125,363.30

23,550.15 97%

612.21 22,937.94

157,238.70Budgeted SALARIES & BENEFITS

282,602.00 157,238.70

56% 125,363.30

23,550.15 22,937.94

97% 612.21

Non-Budgeted SALARIES & BENEFITS 0.00

0.00

OTH

ER

EM

PLO

YE

R E

XP

EN

SE

01-5180


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ifference

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Actual

%D

ifference


01G

EN

ER

AL FU

NDEE

Eval &

Recognition

01-5181 600.00

106%-35.00

50.00 0%

50.00 0.00

635.00W

orkers Com

pensation Exp

01-5182 3,000.00

113%-378.01

250.00 0%

250.00 0.00

3,378.01P

ayroll Fees01-5184

3,000.00 58%

1,261.10 250.00

101%-3.31

253.31 1,738.90

Background C

hecks01-5186

350.00 68%

111.70 29.17

0% 29.17

0.00 238.30

Subtotal O

ther Em

ployer Expense

6,950.00 86%

959.79 579.17

44% 325.86

253.31 5,990.21

Budgeted OTHER EM

PLOYER EXPENSE

6,950.00 5,990.21

86% 959.79

579.17 253.31

44% 325.86

Non-Budgeted OTHER EM

PLOYER EXPENS

0.00 0.00

Subtotal P

ersonnel Expenses

289,552.00 56%

126,323.09 24,129.32

96% 938.07

23,191.25 163,228.91

Budgeted PERSONNEL EXPENSES

289,552.00 163,228.91

56% 126,323.09

24,129.32 23,191.25

96% 938.07

Non-Budgeted PERSONNEL EXPENSES

0.00 0.00

AD

MIN

ISTR

ATIV

E01-5200

Advertising

01-5202 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00W

ebsite-support/maintenan

01-5204 600.00

104%-25.76

50.00 0%

50.00 0.00

625.76B

ank/Vanco Fees

01-5206 1,500.00

50% 745.78

125.00 87%

16.73 108.27

754.22C

redit Card Fees

01-5208 1,500.00

68% 473.54

125.00 109%

-11.23 136.23

1,026.46C

opier01-5210

5,000.00 60%

1,975.23 416.67

101%-3.57

420.24 3,024.77

Internet01-5212

1,500.00 65%

525.18 125.00

111%-14.26

139.26 974.82

Licenses01-5214

250.00 120%

-49.63 20.83

0% 20.83

0.00 299.63

Office S

upplies01-5216

2,000.00 89%

220.55 166.67

93% 11.32

155.35 1,779.45

Office R

eimbursem

ent01-5218

100.00 0%

100.00 8.33

0% 8.33

0.00 0.00

Postage

01-5220 550.00

64% 195.38

45.83 6%

43.21 2.62

354.62Telephone

01-5222 2,700.00

48% 1,409.47

225.00 81%

43.07 181.93

1,290.53Tech S

upport Pow

erChurch

01-5224 250.00

9% 226.30

20.83 0%

20.83 0.00

23.70P

rofessional Fees01-5226

0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

Website D

evelopment

01-5228 700.00

9% 637.25

58.33 0%

58.33 0.00

62.75E

quipment R

ental01-5230

300.00 0%

300.00 25.00

0% 25.00

0.00 0.00

Subtotal A

dministrative

16,950.00 60%

6,733.29 1,412.49

81% 268.59

1,143.90 10,216.71

Budgeted ADMINISTRATIVE

16,950.00 10,216.71

60% 6,733.29

1,412.49 1,143.90

81% 268.59

Non-Budgeted ADMINISTRATIVE

0.00 0.00

PR

OP

ER

TY E

XP

EN

SE

01-5300U

UA

Principal/Interest

01-5312 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00E

ndowm

ent Principal/Inter

01-5314 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00R

eal Estate Taxes

01-5316 2,200.00

99% 28.39

183.33 0%

183.33 0.00

2,171.61Landscaping

01-5318 9,500.00

29% 6,706.25

791.67 77%

179.17 612.50

2,793.75


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ifference

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Actual

%D

ifference


01G

EN

ER

AL FU

NDRepairs &

Maintenance

01-5320 17,600.00

49% 9,026.01

1,466.67 233%

-1,945.83 3,412.50

8,573.99C

ustodial Supplies

01-5322 3,200.00

52% 1,526.19

266.67 0%

266.67 0.00

1,673.81U

tililties01-5324

18,000.00 62%

6,752.03 1,500.00

7% 1,387.59

112.41 11,247.97

Audio V

isual01-5326

1,500.00 12%

1,323.02 125.00

0% 125.00

0.00 176.98

Hazard Insurance

01-5328 26,000.00

72% 7,353.99

2,166.67 0%

2,166.67 0.00

18,646.01C

apital Improvem

ent Exp

01-5332 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00

Subtotal P

roperty Expense

78,000.00 58%

32,715.88 6,500.01

64% 2,362.60

4,137.41 45,284.12

Budgeted PROPERTY EXPENSE

78,000.00 45,284.12

58% 32,715.88

6,500.01 4,137.41

64% 2,362.60

Non-Budgeted PROPERTY EXPENSE

0.00 0.00

PR

OG

RA

M E

XP

EN

SE

01-5400 5,200.00

0% 5,200.00

433.33 0%

433.33A

dult RE

01-5402-026 0.00

0%-1,885.86

0.00 0%

-124.35 124.35

1,885.86C

hildren's RE

01-5404-025 1,000.00

50% 500.00

83.33 0%

83.33 0.00

500.00P

R &

Com

munication

01-5406 0.00

0%-93.99

0.00 0%

0.00 0.00

93.99S

tewardship/B

udget Drive

01-5408 600.00

0% 600.00

50.00 0%

50.00 0.00

0.00C

aring Circle

01-5410 0.00

0%-50.00

0.00 0%

0.00 0.00

50.00S

ocial Hour Team

01-5412 3,200.00

55% 1,447.99

266.67 53%

126.29 140.38

1,752.01M

embership E

xpenses01-5414

0.00 0%

-395.46 0.00

0% 0.00

0.00 395.46

Music E

xpense01-5416-030

0.00 0%

-776.24 0.00

0% 0.00

0.00 776.24

Social Justice C

oor. Team01-5418-029

0.00 0%

-2,750.00 0.00

0% 0.00

0.00 2,750.00

Worship

01-5420 0.00

0%-1,321.16

0.00 0%

-575.16 575.16

1,321.16P

rogram C

oordinating Team01-5422

0.00 0%

-159.75 0.00

0% 0.00

0.00 159.75

Com

mittee on M

inistry01-5424

0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

GLB

T expense01-5426-027

0.00 758.65

Subtotal P

rogram E

xpense 10,000.00

104%-443.12

833.33 101%

-6.56 839.89

10,443.12Budgeted PRO

GRAM

EXPENSE 10,000.00

9,684.47 97%

315.53 833.33

839.89 101%

-6.56Non-Budgeted PRO

GRAM

EXPENSE 758.65

0.00

OTH

ER

EX

PE

NS

E01-5500

BO

T Discretionary

01-5502 800.00

0% 800.00

66.67 0%

66.67 0.00

0.00S

aving to Reserve A

ccount01-5503

4,321.00 0%

4,321.00 360.08

0% 360.08

0.00 0.00

Discernm

ent/Strategy A

c01-5504

0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

Training & S

eminars

01-5507 500.00

0% 500.00

41.67 0%

41.67 0.00

0.00Fundraising E

xpense01-5508-102

0.00 0%

-1,507.45 0.00

0% 0.00

0.00 1,507.45

Special E

vents Expense

01-5510-028 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00B

arnett Fund01-5512-024

0.00 0%

0.00 0.00

0% 0.00

0.00 0.00

Share the P

late Expense

01-5514-022 2,815.00

8,714.33M

isc. Expenses

01-5516-103 95.00

495.79


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%D

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Actual

%D

ifference


01G

EN

ER

AL FU

NDT-S

hirts Sales E

xp.01-5518-311

945.00 945.00

Subtotal O

ther Expense

5,621.00 207%

-6,041.57 468.42

823%-3,386.58

3,855.00 11,662.57

Budgeted OTHER EXPENSE

5,621.00 1,507.45

27% 4,113.55

468.42 0.00

0% 468.42

Non-Budgeted OTHER EXPENSE

10,155.12 3,855.00

AS

SE

MB

LY/D

UE

S01-5550

G A

Delegate E

xpense01-5552

3,200.00 0%

3,200.00 266.67

0% 266.67

0.00 0.00

District A

ssembly

01-5554 0.00

0% 0.00

0.00 0%

0.00 0.00

0.00U

UA

FL District D

ues01-5556

30,000.00 50%

15,140.50 2,500.00

0% 2,500.00

0.00 14,859.50

NE

Cluster D

ues01-5558

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 A

ssembly/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

TOTA

L EX

PE

NS

E 433,598.00

59% 177,903.07

36,133.16 92%

2,965.71 33,167.45

255,694.93Budgeted EXPENSE

433,598.00 244,781.16

56% 188,816.84

36,133.16 29,312.45

81% 6,820.71

Non-Budgeted EXPENSE 10,913.77

3,855.00


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%D

ifference


02D

ES

IGN

ATE

D FU

ND

SIN

CO

ME

02-4000IN

CO

ME

DE

SIG

NA

TED

FUN

D IN

CO

ME

02-4200M

ystic Grove Fund Incom

e02-4202-202

0.00 70.00

Nora S

taton Bookstore Inc

02-4206-206 146.00

607.00B

lack Cat Fund Incom

e02-4208-208

194.60 866.90

Exchange TS

hirt Income

02-4218-218 55.00

55.00U

U C

ollaborators Income

02-4228-228 410.00

410.00C

AP

ITAL C

AM

PA

IGN

INC

OM

E02-4230-230

Capital P

ledge Income

02-4231-230 22,024.44

226,067.89C

apital SP

EC

IAL G

IFTS02-4232-230

350.00 2,350.00

Capital D

ON

ATIO

NS

02-4233-230 535.00

710.00

Subtotal C

apital Cam

paign Income

0.00 0%

-229,127.89 0.00

0%-22,909.44

22,909.44 229,127.89

Budgeted CAPITAL CAMPAIG

N INCOM

E 0.00

0.00 0%

0.00 0.00

0.00 0%

0.00Non-Budgeted CAPITAL CAM

PAIGN INCO

M 229,127.89

22,909.44

Subtotal D

esignated Fund Income

0.00 0%

-231,136.79 0.00

0%-23,715.04

23,715.04 231,136.79

Budgeted DESIGNATED FUND INCO

ME

0.00 0.00

0% 0.00

0.00 0.00

0% 0.00

Non-Budgeted DESIGNATED FUND INCO

M 231,136.79

23,715.04

MM

A D

ES

IGN

ATE

D IN

CO

ME

02-4300A

ccrued Interest Income

02-4309-309 0.00

74.12

TOTA

L INC

OM

E 0.00

0%-231,210.91

0.00 0%

-23,715.04 23,715.04

231,210.91Budgeted INCO

ME

0.00 0.00

0% 0.00

0.00 0.00

0% 0.00

Non-Budgeted INCOM

E 231,210.91

23,715.04

EX

PE

NS

E02-5000

EX

PE

NS

ES

DE

SIG

NA

TED

FUN

D E

XP

EN

SE

02-6200N

ora Staton B

ookstore Exp

02-6206-206 96.00

245.12B

lack Cat Fund E

xpense02-6208-208

101.44 268.46

CA

PITA

L EX

PE

NS

ES

02-6230-230C

apital Exp P

re-renovatio02-6231-230

6,652.59 49,481.75

Capital E

xp Renovation

02-6232-230 0.00

0.00C

apital Exp O

ther02-6233-230

261.45 510.39

Subtotal C

apital Expenses

0.00 0%

-49,992.14 0.00

0%-6,914.04

6,914.04 49,992.14


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Actual

%D

ifference


02D

ES

IGN

ATE

D FU

ND

SBudgeted CAPITAL EXPENSES

0.00 0.00

0% 0.00

0.00 0.00

0% 0.00

Non-Budgeted CAPITAL EXPENSES 49,992.14

6,914.04

Subtotal D

esignated Fund Expense

0.00 0%

-50,505.72 0.00

0%-7,111.48

7,111.48 50,505.72

Budgeted DESIGNATED FUND EXPENSE

0.00 0.00

0% 0.00

0.00 0.00

0% 0.00

Non-Budgeted DESIGNATED FUND EXPEN

50,505.72 7,111.48

MM

A D

ES

IGN

ATE

D E

XP

EN

SE

02-6300M

in Sabbatical R

esv Exp

02-6308-308 0.00

200.00

TOTA

L EX

PE

NS

E 0.00

0%-50,705.72

0.00 0%

-7,111.48 7,111.48

50,705.72Budgeted EXPENSE

0.00 0.00

0% 0.00

0.00 0.00

0% 0.00

Non-Budgeted EXPENSE 50,705.72

7,111.48

First Unitarian Church of OrlandoIncome and Expense Statement


Current Period Year to Date Annual Budget Annual Budget Difference

Page: 1

INCOMEGENERAL FUND INCOME

CONTRIBUTION INCOMEPledges $21,756.04 $195,852.53 $306,017.00 -$110,164.47Pledges - New Members 465.00 1,310.00 6,000.00 -4,690.00Plate Collection 9:30 81.00 802.38 4,000.00 -3,197.62Plate Collection 11:00 1,155.89 7,445.41 13,000.00 -5,554.59Donations 325.00 2,436.00 0.00 2,436.00Last Fiscal Year Pledges 500.00 10,244.67 0.00 10,244.67Share the Plate Income 2,835.00 8,759.44 0.00 8,759.44Endowment Fund 0.00 17,200.00 34,400.00 -17,200.00Barnett Foundation 0.00 25,000.00 25,000.00 0.00

Subtotal Contribution Income 27,117.93 269,050.43 388,417.00 -119,366.57

OTHER INCOMEFacility Use Income 400.00 6,910.00 10,000.00 -3,090.00Miscellaneous Income 354.78 1,279.78 3,000.00 -1,720.22T-Shirt Sales 359.00 865.00 0.00 865.00

Subtotal Other Income 1,113.78 9,054.78 13,000.00 -3,945.22

PROGRAM INCOMEGLBT Income 0.00 80.00 0.00 80.00Adult RE Income 341.31 2,075.31 0.00 2,075.31Childrens RE income 0.00 765.00 0.00 765.00Social Justice Team Inc 1,217.00 2,437.00 0.00 2,437.00Music Income 0.00 434.50 0.00 434.50

Subtotal Program Income 1,558.31 5,791.81 0.00 5,791.81

ACTIVITY INCOMEMeditation Income 68.00 360.00 0.00 360.00Yoga Income 140.00 406.00 0.00 406.00Social Hour Income 0.00 88.50 0.00 88.50

Subtotal Activity Income 208.00 854.50 0.00 854.50

FUNDRAISING INCOMEFundraising Income 0.00 7,674.56 4,500.00 3,174.56Equal Exchange Coffee 183.80 241.20 0.00 241.20

Subtotal Fundraising Income 183.80 7,915.76 4,500.00 3,415.76

Subtotal General Fund Income 30,181.82 292,667.28 405,917.00 -113,249.72

DESIGNATED FUND INCOMEMystic Grove Fund Income 0.00 70.00 0.00 70.00Nora Staton Bookstore Inc 146.00 607.00 0.00 607.00Black Cat Fund Income 194.60 866.90 0.00 866.90Exchange TShirt Income 55.00 55.00 0.00 55.00UU Collaborators Income 410.00 410.00 0.00 410.00

CAPITAL CAMPAIGN INCOMECapital Pledge Income 22,024.44 222,272.89 0.00 222,272.89Capital SPECIAL GIFTS 350.00 2,350.00 0.00 2,350.00Capital DONATIONS 535.00 670.00 0.00 670.00

Subtotal Capital Campaign Income 22,909.44 225,292.89 0.00 225,292.89




Page: 2

Subtotal Designated Fund Income 23,715.04 227,301.79 0.00 227,301.79

MMA DESIGNATED INCOMEAccrued Interest Income 0.00 74.12 0.00 74.12

TOTAL INCOME 53,896.86 520,043.19 405,917.00 114,126.19

EXPENSESPERSONNEL EXPENSES

SALARIES & BENEFITSMINISTER SALARY

Minister Salary $3,724.00 $26,068.00 $44,688.00 -$18,620.00Minister Housing 2,500.00 17,500.00 30,000.00 -12,500.00Minister Life Insurance 66.06 252.54 603.00 -350.46Minister LT Disability 97.14 339.96 786.00 -446.04Minister's Retirement 654.75 4,583.25 7,857.00 -3,273.75PR Tax Expense - Minister 500.83 3,505.81 6,010.00 -2,504.19Minister Travel/Develop 0.00 0.00 1,000.00 -1,000.00Minister's Prof. Expenses 0.00 210.66 6,857.00 -6,646.34Minister Bonus 323.25 2,262.75 3,879.00 -1,616.25

Subtotal Minister Salary 7,866.03 54,722.97 101,680.00 -46,957.03

CHURCH ADMINISTRATORChurch Admin Salary 3,852.00 26,964.01 46,224.00 -19,259.99Church Admin Bonus 323.24 2,262.68 3,879.00 -1,616.32Church Admin Life Ins 68.14 260.56 385.00 -124.44Church Admin LTD 100.20 350.70 501.00 -150.30Church Admin Retirement 417.50 2,922.50 5,010.00 -2,087.50Church Admin Prof Expense 0.00 0.00 1,000.00 -1,000.00PR Tax Exp - Church Adm 319.40 2,241.17 3,833.00 -1,591.83

Subtotal Church Administrator 5,080.48 35,001.62 60,832.00 -25,830.38

RE MINISTRYDir. Religious Ed. Salary 1,712.42 11,986.94 20,549.00 -8,562.06DRE Bonus 161.58 1,131.06 1,939.00 -807.94DRE Life Ins 30.58 116.92 173.00 -56.08DRE LTD 44.98 157.42 225.00 -67.58DRE Retirement 187.42 1,311.94 2,249.00 -937.06PR Tax Expense DRE 143.37 1,008.95 1,720.00 -711.05DRE Travel/Develop 0.00 0.00 1,000.00 -1,000.00

Subtotal Re Ministry 2,280.35 15,713.23 27,855.00 -12,141.77

DIRECTOR OF MUSICDir Music Salary 1,442.24 10,095.68 17,307.00 -7,211.32Dir Music Bonus 121.26 848.82 1,455.00 -606.18PR Tax Expense - Music 119.61 842.60 1,435.00 -592.40Music Dir Travel/Develop 0.00 0.00 1,000.00 -1,000.00

Subtotal Director Of Music 1,683.11 11,787.10 21,197.00 -9,409.90

OTHER MUSIC STAFFMusic Accompanist Salary 561.00 3,366.00 5,610.00 -2,244.00PR Tax Expense - Accomp. 42.92 260.18 429.00 -168.82Choir Director Salary 840.40 4,622.20 8,244.00 -3,621.80PR Taxes Choir Director 64.29 358.99 631.00 -272.01




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Subtotal Other Music Staff 1,508.61 8,607.37 14,914.00 -6,306.63

FACILITIES MAINTENANCECustodian Salary 1,791.84 12,512.91 21,442.00 -8,929.09Custodian Bonus 242.44 1,697.04 2,909.00 -1,211.96Custodian Life Insurance 33.12 126.60 187.00 -60.40Custodian LTD 48.70 170.44 244.00 -73.56Custodian Retirement 202.92 1,420.44 2,435.00 -1,014.56PR Taxes - Custodian 155.24 1,128.67 1,863.00 -734.33

Subtotal Facilities Maintenance 2,474.26 17,056.10 29,080.00 -12,023.90

TEMPORARY PERSONNELTemp Personnel Salary 0.00 285.00 950.00 -665.00PR 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 CARECC Salary Fellowship 80.50 463.00 1,100.00 -637.00Childcare Nursery Staff 276.00 1,954.50 4,186.00 -2,231.50PR Taxes CC Fellowship 6.16 35.43 84.00 -48.57PR Taxes CC Nursery 21.11 157.92 320.00 -162.08

Subtotal Child Care 383.77 2,610.85 5,690.00 -3,079.15

OFFICE ASSISTANTOffice Assistant Salary 1,326.00 9,282.00 15,912.00 -6,630.00Office Asst Retirement 0.00 0.00 796.00 -796.00Office Assistant Life Ins 24.28 92.80 137.00 -44.20Office Assistant Dis. Ins 35.70 124.98 179.00 -54.02PR Tax Exp. Office Asst 113.77 801.82 1,366.00 -564.18Office Assistant Bonus 161.58 1,131.06 1,939.00 -807.94

Subtotal Office Assistant 1,661.33 11,432.66 20,329.00 -8,896.34

Subtotal Salaries & Benefits 22,937.94 157,238.70 282,602.00 -125,363.30

OTHER EMPLOYER EXPENSEEE Eval & Recognition 0.00 635.00 600.00 35.00Workers Compensation Exp 0.00 2,697.75 3,000.00 -302.25Payroll Fees 253.31 1,738.90 3,000.00 -1,261.10Background Checks 0.00 238.30 350.00 -111.70

Subtotal Other Employer Expense 253.31 5,309.95 6,950.00 -1,640.05

Subtotal Personnel Expenses 23,191.25 162,548.65 289,552.00 -127,003.35

ADMINISTRATIVEWebsite-support/maintenan 0.00 263.76 600.00 -336.24Bank/Vanco Fees 108.27 754.22 1,500.00 -745.78Credit Card Fees 136.23 1,026.46 1,500.00 -473.54Copier 420.24 3,024.77 5,000.00 -1,975.23Internet 139.26 974.82 1,500.00 -525.18Licenses 0.00 299.63 250.00 49.63Office Supplies 155.35 1,779.45 2,000.00 -220.55Office Reimbursement 0.00 0.00 100.00 -100.00Postage 2.62 354.62 550.00 -195.38Telephone 181.93 1,290.53 2,700.00 -1,409.47




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Tech Support PowerChurch 0.00 23.70 250.00 -226.30Website Development 0.00 62.75 700.00 -637.25Equipment Rental 0.00 0.00 300.00 -300.00

Subtotal Administrative 1,143.90 9,854.71 16,950.00 -7,095.29

PROPERTY EXPENSEReal Estate Taxes 0.00 2,171.61 2,200.00 -28.39Landscaping 612.50 2,181.25 9,500.00 -7,318.75Repairs & Maintenance 3,412.50 8,573.99 17,600.00 -9,026.01Custodial Supplies 0.00 1,421.33 3,200.00 -1,778.67Utililties 112.41 10,250.09 18,000.00 -7,749.91Audio Visual 0.00 176.98 1,500.00 -1,323.02Hazard Insurance 0.00 12,416.99 26,000.00 -13,583.01

Subtotal Property Expense 4,137.41 37,192.24 78,000.00 -40,807.76

PROGRAM EXPENSE 5,200.00 -5,200.00Adult RE 124.35 1,787.14 0.00 1,787.14Children's RE 0.00 500.00 1,000.00 -500.00PR & Communication 0.00 93.99 0.00 93.99Stewardship/Budget Drive 0.00 0.00 600.00 -600.00Caring Circle 0.00 50.00 0.00 50.00Social Hour Team 140.38 1,643.90 3,200.00 -1,556.10Membership Expenses 0.00 395.46 0.00 395.46Music Expense 0.00 776.24 0.00 776.24Social Justice Coor. Team 0.00 2,750.00 0.00 2,750.00Worship 575.16 1,321.16 0.00 1,321.16Program Coordinating Team 0.00 159.75 0.00 159.75GLBT expense 0.00 758.65 0.00 758.65

Subtotal Program Expense 839.89 10,236.29 10,000.00 236.29

OTHER EXPENSEBOT Discretionary 0.00 0.00 800.00 -800.00Saving to Reserve Account 0.00 0.00 4,321.00 -4,321.00Training & Seminars 0.00 0.00 500.00 -500.00Fundraising Expense 0.00 1,507.45 0.00 1,507.45Share the Plate Expense 2,815.00 8,714.33 0.00 8,714.33Misc. Expenses 95.00 366.01 0.00 366.01T-Shirts Sales Exp. 945.00 945.00 0.00 945.00

Subtotal Other Expense 3,855.00 11,532.79 5,621.00 5,911.79

ASSEMBLY/DUESG A Delegate Expense 0.00 0.00 3,200.00 -3,200.00UUA FL District Dues 0.00 14,859.50 30,000.00 -15,140.50UU 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 EXPENSENora Staton Bookstore Exp 96.00 245.12 0.00 245.12Black Cat Fund Expense 101.44 268.46 0.00 268.46

CAPITAL EXPENSESCapital Exp Pre-renovatio 6,652.59 49,023.85 0.00 49,023.85Capital Exp Renovation

Capital Exp Other 261.45 510.39 0.00 510.39




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Subtotal Capital Expenses 6,914.04 49,534.24 0.00 49,534.24

Subtotal Designated Fund Expense 7,111.48 50,047.82 0.00 50,047.82

MMA DESIGNATED EXPENSEMin Sabbatical Resv Exp 0.00 200.00 0.00 200.00

TOTAL EXPENSES 40,278.93 296,472.00 433,598.00 -137,126.00

EXCESS INCOME\EXPENSES $13,617.93 $223,571.19 -$27,681.00 $251,252.19

First Unitarian Church of Orlando Monthly Program Report to the Board

Rev. Kathy Schmitz February 2017 (Covering January 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. Worship & Music In January, Worship Associate and seminarian Christine Haskin led worship on one Sunday. Her title was Issues of Class: The Unitarians and the Universalists, then and now. On the 44th anniversary of the Roe v Wade decision, guest Ron Hammerle led worship with a sermon titled When Abortion Was Illegal: The Untold Story of 250,000 Women & A Modern Underground Railroad. Rev. Kathy led worship on three Sundays. Here sermons, The Light of Hope, Resilience, and A Generous Future were all heavily influenced by the current events. The Chalice Choir provided our Sunday music for two weeks. Other weeks featured Welkin, a cello solo by Paul Burdette, and music from our accompanist, Brittany Jean-Pierre. Religious Education (Children & Adults) The Elements Classes (Pre-K through Elementary School) started a new term and moved into the Library and Gore Hall Foyer in anticipation of the renovation. They continue to explore the religions of the world. The teens and tweens are now having their classes and Youth Group meetings in Rev. Kathy’s office. The Youth Group joined in on one of the work days for the renovation. Our Sunday morning offerings for adults continue. We had our first two Wednesday evening Issues and Actions sessions and they were very successful. January 11 Issue: Gun Safety Legislation (50 in attendance)

Speaker: David Barden, from the League of Women Voters Action: Writing your Representatives January 25 Issue: Reproductive Justice (86 in attendance including guests from PP)

Speaker: Anna V. Eskamani from Planned Parenthood Action: Face-to-Face Lobbying

In February we will feature LGBTQ issues and immigration. Community, Care, & Connection A Journey to Membership class was held. Those who choose to join will be welcomed on February 26. A Meet & Greet was also held. The congregation hosted a class for the Interfaith Yoga Project which was attended by over 50 women. Regular groups and activities continued to provide opportunities for fellowship and engagement.

Outreach & Social Justice About two dozen members and friends of the congregation travels to Washington, DC, for the Women’s March on Washington the day after the inauguration of Donald Trump. Half traveled together by bus and the others traveled independently. A large number of members and friends (80+) attended the Women’s Rally – Central Florida. Volunteers offered ride-sharing from 1U as well as refreshment for those passing through including several members from other UU congregations. The weekend before the rally, we held trainings (Prepping for a Successful March) to prepare those who have not marched or rallied before and to review good practices like de-escalation for those who had. Between the two offerings, we had almost 100 participants. Our new Beloved Conversation: Meditations on Race and Ethnicity program has begun. It is being done as a cluster with Unitarian UU Society and the UU Fellowship of Marion County. Eight folks from 1U are participating in the two and a half month program. About a dozen members and friends attended the City of Orlando’s annual MLK Interfaith Vigil & Service. In January, our Share the Plate Partner wasPlanned Parenthood. We sent them $$2,970. The Alliance will match the first $1,000 for a total donation of $3,970. We think this is a new record! The 1Ujustice email list has been quite active with members sharing information about community actions and possible actions, including organizing groups to go see current films with justice themes. Communications We are looking into a new email service for orlandouu.org addresses after a number of issues over recent months. 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

First Unitarian Church of Orlando Minister’s Monthly Report to the Board

Rev. Kathy Schmitz February 2017 (Covering January 2017)

Board / Governance Attended Board meeting and a Personnel Committee meeting. Discernment & Strategy (Includes Campus Renovation and Capital Campaign activities) Attended a joint meeting of our Board, Endowment, and Building the Dream (BTD) Team to finalize renovation plans and financing to put before the congregation for a vote. Attended a meeting of the BTD and MPaul, and met with the project designer to design the new minister’s study. Prepped my office to be available as a meeting space during renovation. Program – General Had a number of meetings with lay leaders for planning and communication. Worship & Music Led worship on three Sundays. I attended worship on one week when I was out of the pulpit and was out of town for the other. Conducted a wedding for a couple from outside the congregation. Life Span Faith Development Continued my work with the Youth Group. Helped launch the Issues and Actions program for the Winter & Spring. Community, Care, & Connection Helped lead the Journey to Membership classe and a Meet & Greet. Attended the monthly gathering of the Pastoral Associates. Met with the Covenant Group Anchors, and facilitated the Sunday evening Group. Had several meetings of a pastoral nature and several opportunities to be with congregation members socially. Outreach – Community Traveled to the Women’s March on Washington on a bus that includes others from 1U. Led two Prepping for a Successful March training sessions for people going to DC or attending the Central Florida Rally.

Traveled to Tallahassee for an injunction hearing in the ACLU lawsuit protecting reproductive freedom in which I am a named plaintiff. The case, Fulwider vs Senior, challenges Florida statutes, some old and come new, that place unconstitutional restraint on people who counsel women seeking an abortion. I am also part of the group organizing FL Interfaith Coalition for Reproductive Choice. I have been keeping in touch with efforts both locally and national to prepare to respond to possible changes in immigration enforcement. This has included local meetings and webinars. I attended a conservative “religious freedom” event and found it interesting and a little scary to hear about these issue from a different point of view. I spoke at an OUC meeting urging them to keep reinstate incentives that make solar power affordable. I did an interview for CBS news about the inauguration. A picture and quote were featured on their website. Wrote for Orlando Sentinel’s weekly feature the Central Florida 100. Outreach – UU I took advantage of a number of opportunities to meet with colleagues either face to face or electronically. Infrastructure Nothing to report. Communications Continued to submit to recurring outlets (order of service, eblast). Staff (Rev. Kathy, Regina, Gaby, Rachel) meets weekly to discuss improved communications. Staff Report In January, I did Mid-Year Check-Ins with direct reports plus Aubrey Connelly-Candelario. A member of the Personnel Committee sat in on each session. I am in regular communication with my direct reports (Amy Fairweather Church Administrator; Regina Knabe, Coordinator of Religious Education; Jamie Sterrett, Music Director; and Gaby Cabrera, Office and Program Assistant). Respectfully Submitted,

Rev. Kathy Rev. Kathy Schmitz, Minister

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Letter of Call and Ministry Agreement

Crossed out text is to be removed Red text is to be added Blue text needs discussion PROLOGUE

The Congregation of the First Unitarian Church of Orlando, hereinafter the Congregation, and the Reverend Kathryn Schmitz, as Minister, hereinafter the Minister, jointly enter into this updated Letter of Agreement effective August 15, 2010. March 15, 2017. (Original Letter of Agreement was effective August 15, 2010)

1. INTENTION

The intention of this Agreement is to set forth the responsibilities and obligations of the Minister to the Congregation and of the Congregation to the Minister as we seek to dwell together in peace, to seek the truth in love, and to serve one another and the larger community. It is recognized that no matter how carefully this Agreement is written and observed, the relationship between the Congregation and the Minister must be grounded in open communication, mutual trust, good faith, and open and fair process on both sides.

2. EXPECTATIONS

2.1. Shared Leadership

2.1.1. The Minister and the Congregation share responsibility for the leadership and ministry of the Congregation. Achievement and maintenance of this collaborative relationship must likewise be shared. 2.1.2. The Congregation looks to its Minister for spiritual leadership and initiative, for assistance in setting and articulating its vision, and for professional and inspired performance and oversight of the Congregation’s programs in collaboration with the Board of Trustees and the Congregation’s committees.

2.2. Leadership Goals

Within the first year of ministry, the Minister, Board of Trustees, and Committee on Ministry, with the assistance of an outside facilitator, will engage in a retreat for the purpose of arriving at specific understandings about the sharing of power and responsibility, goals for the coming year, and a plan for periodic review and renewal of the ministry of the congregation.

2.3. Pulpit and Worship Services

2.3.1. It is a basic premise of this Congregation that the pulpit is free and untrammeled. The Minister is expected to express his/her values, views, and commitments without fear

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or favor. 2.3.2. The Minister will be free of Sunday service responsibilities once per month.

2.3.3. The Minister will be responsible for all worship services, including seasonal celebrations and rites of passage, such as weddings, child dedications, and funerals and memorial services. She may delegate responsibility to others as is appropriate. except those for which the Worship Committee assumes responsibility.

2.4. Services to Persons

2.4.1. The Minister will serve members in their needs for pastoral care, including crisis intervention and visitation of the homebound, sick, dying, and bereaved, both directly and in conjunction with the Congregation’s own pastoral care program. The Minister will maintain awareness of her/his own limitations, and will refer members for professional counseling and other specialized services as appropriate.

2.4.2. The Minister will provide ceremonial services and counsel to members of the Congregation without fee or honorarium. When such services are provided to non- members, such fee or honorarium may be set by and is the property of the Minister.

2.5. Services to the Board and Committees

2.5.1. The Minister will be an ex officio member without vote of the Board of Trustees. The Minister will report to the Board at its regular meeting, bringing to its attention specific concerns as they arise.

2.5.2. The Minister will be an ex officio member without vote of all committees and task forces except the Leadership (Nominating) and Ministerial Search Committees and the Committee on Ministry, and will attend meetings of the Committee on Ministry except during executive session. The Minister will confer at least annually with each committee on how best to assist it. Attendance by the Minister at committee meetings is welcome but not expected.

2.6. Community Activities The Minister is encouraged to act in the community beyond the Congregation on behalf of liberal religious values, and to inform the congregation of such action through periodic reports. When the Minister speaks in public, the Minister must clearly indicate that such speech is not on behalf of the Congregation unless the Congregation has otherwise authorized.

2.7. Relationship to Church Staff

The Minister is chief of staff. In consultation with the Board of Trustees, the Minister may delegate day-to-day supervision of the performance of staff members to other staff members. The exact nature of this relationship will be has been determined jointly by the Minister and the Board of Trustees and is laid out in the Board Policy Handbook.

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2.8. Office Hours and Days Off 2.8.1. The Minister will maintain regular and posted daytime or evening office hours with other times be available by appointment.

2.8.2. The Minister will maintain one day per week free of all Congregation responsibilities and one additional day devoted to study and writing wherein the Minister shall be available only for emergencies.

2.9. Committee on Ministry

2.9.1. A Committee on Ministry will monitor and nurture the health of the ministry of the Congregation.

2.9.2. During the first six months of the Minister’s tenure, the Ministerial Search Committee will act as the Committee on Ministry. Thereafter, a Committee on Ministry with staggered terms will be appointed by the Board from a slate jointly decided upon by the Minister and the President.

2.10. Evaluation of the Minister An assessment of the work of the Minister will be conducted at least every two years by the Committee on Ministry as part of a periodic review and renewal of the leadership and ministry of the Congregation.

2.11. Minister’s and Congregation’s Conduct The conduct of the Minister and the Congregation will be in accordance with the Code of Professional Practice and Guidelines for the Conduct of Ministry of the Unitarian Universalist Ministers Association.

3. COMPENSATION, PROFESSIONAL EXPENSES, AND BENEFITS

3.1. Salary plus Housing Allowance

3.1.1. The Congregation will provide to the Minister an annual Salary determined through the annual budgeting process. For FY’17 this was $74,688.00. of $65,000.

3.1.2. The Board will consider the minister’s request that a portion of Salary be designated Housing Allowance once the minister has ascertained the likely domiciliary costs to be incurred.

3.1.3. Salary (and housing [S&H]) shall be payable monthly, in 12 equal installments, on or before the fifteenth day, of each month beginning on September 15, 2010. at the end of each month.

3.2. Other Benefits and Expenses (renumbering will be needed)

3.2.1. In lieu of employer’s FICA, 7.65% of S&H will be paid to the Minister monthly.

3.2.2. Retirement plan contribution made by due date to the Unitarian Universalist

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Organizations Retirement Plan and/or other appropriate pension plan, of 10 percent of total Salary and Housing.

3.2.3. Insurance premiums:

3.2.3.1. Medical insurance for the minister and family, 80 percent of total premium

3.2.3.2. Group term life insurance, 100 percent of premium

3.2.3.3. Disability income insurance for the minister, 100 percent of premium 3.x An annual bonus consistent with that provided to other staff and determined through the budgeting process. In FY’17, it was $3,879. 3.2.4. Professional and out-of-pocket expenses. Reimbursable up to 10% of S&H and payable promptly on voucher submitted by the Minister. Appropriate expenses for reimbursement include, but are not limited to, travel, automobile mileage, lodging, meals, incidentals, conference registration, entertainment, pulpit gowns, books, periodicals, dues, office equipment such as computers, and continuing education events. It shall be the practice of the Congregation to reimburse such expenses at the maximum rate allowed by the tax laws. Any items the purchase of which is reimbursed by the Plan shall be the property of the minister.

3.3 Reallocation: The total cost to the congregation of salary and housing plus the additional benefits and professional expenses is $89,539 for Fiscal Year 2010-2011 (excluding the relocation expenses described in section 3.9). is $101,679.84 for FY’17. The Board of Trustees and the Minister may, upon mutual agreement, and before the beginning of a tax or employment year, allocate funds among various categories to provide the minister with an optimum array of benefits. The congregation is strongly urged to require the minister to participate in pension, health, and long-term disability income insurance plans. 3.4. Annual Review of Compensation

3.4.1. The Board of Trustees will review the Minister’s compensation annually in consultation with the Committee on Ministry, Finance Committee, and Personnel Committee, and The Personnel Committee will review the Minister’s compensation annually during the regular budgeting process and will recommend adjustments to the Congregation Finance Committee, taking into consideration such factors as merit in meeting or exceeding expectations, increases in the cost of living, changes in the cost of benefits, and the financial means of the Congregation.

3.4.2. The Congregation shall consider such recommendations as a part of the normal budgeting process, and shall act upon them at the annual congregational meeting held for this purpose.

3.5. Annual Leave

3.5.1. The Minister will be relieved of all responsibilities and may be absent from the

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area for a total of eight weeks per year. 3.5.2. Four of these weeks will be taken as vacation. During vacation, should an emergency arise requiring the Minister’s return, all costs of such return will be borne by the Congregation.

3.5.3. Four of these weeks will be taken as study leave. During study leave, should an emergency arise requiring the Minister’s return, all costs of such return will be borne by the Minister.

3.6. Denominational Service and Continuing Education With the specific approval of the Board of Trustees, the Minister may be relieved of all responsibilities and absent from the area for up to four Sundays annually, inclusive of General Assembly, for participation in UUMA chapter, Southern Region, Florida District, and Unitarian Universalist Association functions and continuing education. 3.7. Sick, Medical, Disability, Birth/Adoption, and Family Leaves 3.7.1 Sick Leave: The Minister shall be credited with 10 sick days per calendar year

each January 1, and with sick days on a prorated basis at the beginning of the initial partial year. Up to 10 days of accrued sick leave may be carried forward each year, but in no case may the balance exceed 20 days. Sick leave may be used for the minister’s illness or for the illness of a member of the minister’s immediate family.

3.7.2 Extended Medical Leave: Should the minister’s illness, injury, or disabling

condition continue after all accrued sick and vacation leave has been exhausted, the congregation shall place the minister on “Extended Medical Leave.” Extended Medical Leave shall not extend beyond the earlier of either the commencement of long-term disability benefits or 90 days following the exhaustion of all sick and vacation leave. Vacation leave does not accrue during this period. During Extended Medical Leave, the congregation shall continue to pay all employee insurance premiums (health, life, retirement, and long term disability) as otherwise provided by this Agreement, and no less than 75 percent of the minister’s salary and housing allowance. If the minister recovers and is able to return to work full-time before the earlier of the 90-day period of Extended Medical Leave or the commencement of long term disability benefits, the congregation shall retroactively pay the minister at 100 percent of salary and housing. [see 4.1 for consequent termination]

3.7.3 Health Insurance at the Conclusion of Extended Medical Leave: At the conclusion

of Extended Medical Leave, whether by approval for long-term disability benefits or by reaching the 90-day-limit, health insurance premiums will be discontinued and the minister will be offered COBRA coverage if available.

3.7.4 Disability Leave: In the event the minister is approved for long-term disability

benefits, the congregation will deem the minister actively at work and continue to pay the life insurance premium for an additional six months of transitional disability leave in accordance with the premium waiver provisions of the Group Life Insurance contract. Unless otherwise agreed to by both the congregation and the minister, salary and housing shall not be paid during disability leave.

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3.7.5 Parental Leave: In the case of the birth or adoption of a child, the minister shall be

granted six weeks of paid and six weeks of unpaid leave. Unpaid leave should be extended only after all paid leave has been used. During periods of unpaid leave, the congregation will continue paying premiums for health, life, and long term disability insurance.

3.7.6 Family Medical Leave: After serving for at least twelve months, the minister may

take up to twelve weeks of unpaid leave to care for a family member (child, spouse/partner, or parent) with a serous health condition. Unpaid leave should be extended only after all sick and vacation leave has been used. During periods of unpaid leave, the congregation will continue paying premiums for health, life, and long term disability insurance.

3.8. Sabbatical Leave

3.8.1. The Minister shall use sabbatical leave for study, education, writing, meditation, and other forms of professional and religious growth. Sabbatical leave accrues at the rate of one month per year of service, with leave to be taken after four but before seven years of service. No more than six months of sabbatical leave may be used within any twelve- month period. The dates of the sabbatical plan must be approved by the Board of Trustees at least one year in advance.

3.8.2. The Congregation will continue full salary, housing allowance, and benefits during sabbatical leave. Professional expenses may be adjusted.

3.8.3. Every fiscal year, the Congregation will consider sequestering funds for use in funding the Congregation’s additional expenses during the Minister’s sabbatical. This sabbatical fund is the property of the Congregation.

3.8.4. In the event of the Minister’s resignation, termination, or retirement, unused sabbatical leave is not compensable.

3.8.5. The Minister agrees not to resign from full-time service to the Congregation for a minimum of one year following the end of each sabbatical leave.

3.8.6. The Congregation agrees to take no action on ministerial tenure during a sabbatical leave.

3.9 Relocation Expenses The Congregation will reimburse the Minister for reasonable relocation expenses of the Minister and immediate family to the area up to a maximum of $4,000.00. Reasonable expenses include the services of a professional moving company plus automobile mileage and transportation and temporary housing costs but not meals. An estimate of the cost of the move shall be presented to the Treasurer in advance.

3.10. Intellectual Property

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All notes, research, sermons, and other products of the minister’s work shall be the sole property of the minister.

4. TERMINATION

4.1. The term of this agreement is indefinite. It will continue until the Minister provides the Congregation with at least ninety days’ notice of intent to resign or retire, or until the Congregation provides the Minister with at least ninety days’ notice of intent to dismiss, or until the long-term disability or death of the Minister.

4.2. In the absence of a specific provision in the bylaws, a decision to dismiss the Minister shall be by majority vote of all members of the congregation present and eligible to vote at a meeting called for that purpose at which a quorum is present.

4.3. At termination, accrued vacation will be compensated in the financial equivalent. Accrued study leave is not compensable.

4.4. In the event of the Minister’s death, housing allowance will be paid to the family for three months.

4.5. In the event of dismissal, salary, housing allowance, and benefits will continue for three months from the date of dismissal, or until the Minister has begun service in another position, if sooner.

4.6 The Minister may be dismissed with less than ninety days’ notice, and without the severance payments described in Section 4.5 of this Agreement, if the Minister

4.6.1. is convicted of a felony

4.6.2. has his/her ministerial fellowship with the UUA terminated or suspended

4.6.3. is found by the Board of Trustees to have engaged in physically or sexually abusive acts toward a member of the Congregation, a Congregation employee, or a child, or

4.6.4. is found by the Board of Trustees to have grossly neglected his/her ministerial responsibilities under this agreement and/or to have engaged in activities that bring the Congregation and/or Unitarian Universalism into disrepute in the community.

5. AMENDMENT

5.1. The terms of this Agreement may be changed by mutual consent of the Minister and the Board of Trustees, except that increases in Total Cost of Ministry, and changes in sabbatical and termination provisions require the approval of a majority of the Congregation.

5.2. This Agreement will be reviewed at least every three years.

8

5.3. This Agreement is subject to the laws of the State of Florida and the bylaws of the Congregation. It has been drawn, offered, and accepted in the spirit of the Principles and Purposes of the Unitarian Universalist Association.

6. OFFER This Agreement represents an official offer to the Reverend Kathryn Schmitz when the calling of said Minister is approved by the Congregation and accepted by the Minister and shall become final upon the occurrence of the following events:

• Acceptance of this offer by the Minister • Calling of the minister by the Congregation • Acceptance by the Minister of the call

Print Name: _____________________________________ , President Signature: _____________________________________ , Date: _________ Print Name: _____________________________________ , Minister Signature: _____________________________________ , Date: _________ Date Offer Approved: For the Congregation:

, President

Date Offer Accepted: By:

, Minister

Date Call Extended: For the Congregation:

, President

Date Call Accepted: By: _

, Minister

cc: District Executive Ministerial Transitions Director

From: KAHoldridge [email protected]: DocDate: February 21, 2017 at 8:36 AMTo: [email protected]

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