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“Transforming the world, and changing ourselves”
Treasurer’s Report to theUU Church of Berkeley Congregation
February 9, 2014
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UUCB Financial Advisory Council
Mac Lingo Larry Nagel
Maryann Simpson Grace Ulp
Sara Roberts Ira Nelken
Lynn Hammond Jo Maxon
Jenni McLean Ralph Nelson
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Purpose of the UUCB Financial Advisory Council
increase transparency in financial matters at the church,
increase the general level of financial knowledge of the membership, and
insure church members’ financial concerns are identified and addressed.
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If we have any hope of transforming the world and changing ourselves, we must be
bold enough to step into our discomfort,
brave enough to be clumsy there,
loving enough to forgive ourselves and others.
Prayer for Living in Tension by Joseph M. Cherry
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Financial Results through December (6 mos)
Revenues under $54,000, primarily in pledge revenue
Optimistic forecast (+5% over previous year)Less pledging this year than last (down 5%)
Expenses underrunning $29,000
Projected year end deficit reduced to $15,000, due to various actions already taken by Coordinating Team
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A balance sheet to die for....No debt – buildings and 9 acres of land, plus Freestone
Endowment worth $1.5 M
$523,000 for building investments, plus $288,000 more in pledges
An extraordinary music program, with a newly leathered organ
Human capital within and outside our walls “An active and dynamic partner” (immigration, CCISCO, GRIP, Read Aloud, UU Legislative Ministry, UU Service Committee, climate change)6 community ministers and seven affiliated ministersProfessional family ministry
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We are a long way from a
financial catastrophe
Or are we?
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Monthly New MembersUUCB 2002 - 2013
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Nearly 70% of our revenuescome from our members
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Where are we spending $1 M?
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UUCB Expense: FY 2008/9-2012/13
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UUCB Expense: FY 2008/9-2012/13
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We have controlled expensesPrimarily by controlling the salaries of our employees
Over half who work at least 20 hours per week do not meet minimum UUA recommended salary levelsCost to bring everyone to at least minimum is $44,000/year Cost to bring everyone to at least mid-point is $173,000/year (40% of that co-ministers)
We have no source of funds for the additional $200 K - $250 K/year to invest in our buildings once the current capital funds are used
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A 2020 Scenario that works?
400 members with a modest increase in pledges and plate contributions
No building reserve or investment in buildings beyond 2013-14 capital funds
Modest reduction in employee hours to make up for health care increases, min salary increases
One called minister
Reduction in hours church open
Fewer paid section leaders
Limit childcare
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A 2030 Scenario that works?
310 members with a modest increase in pledges and plate contributions
No building reserve or investment in buildings beyond 2013-14 capital funds (15 years)
25%+ reduction in employee costsOne called minister
30% reduction in hours church open
No paid section leaders or children’s choir
Limited childcare
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Turn around membership and pledging trends
Come up with additional source of funds to cover building investment
We don’t have to go there
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What you can do
Pay your pledge by June 30!If you haven’t made one, please do
Invite a friend! [even without Barbara and Bill]
What would happen if every member brought one first time visitor once/year? Lynn Hammond
We would more than triple the number of first time visitors, and could add as many 60 new members
Don’t be afraid to try something new
Talk to Paul Hudson and Lonnie Moseley!
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Monthly First Time VisitorsUUCB 2002 - 2013
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Have the hard conversations
Are we willing to develop part of our land?
Do we belong on this hill?
Are we willing to experiment with how we do “church”?
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The capital campaign “bought” us 3-5 years to address the trends that otherwise could make leaving a necessity instead of a choice
Are we willing to stay at the table over the next few years to make this an “engaged and sustainable” community?
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If we have any hope of transforming the world and changing ourselves, we must be
bold enough to step into our discomfort,
brave enough to be clumsy there,
loving enough to forgive ourselves and others.
May we, as a people of faith, be granted the strength to be so bold,
so brave,
and so loving.
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