Author: Joe Schenk

Highlighting Our Financial Health

by Joe Schenk, Treasurer

On behalf of the Board of Trustees, I present three topics for your consideration this month:

Stewardship Campaign
A huge thank you to the 73% of members and friends who have forwarded pledges for the coming year (July 2023 – June 2024). For those … read more.

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 – … read more.

Notes From the UUCWC Board

It is hard to fathom that we’ve not been together in the UUCWC Sanctuary for nineteen months.  Some newer members have never entered the building. Yet, this community continues to defy national church membership trends even during the worst pandemic of our lifetimes.  It is … read more.

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 … read more.

Treasurer’s Report to the Congregation

by Joe Schenk, Treasurer, UUCWC Board of Trustees

Fiscal Summary as of the Month Ending August (written 9/19/21):

• All financial indications are positive with a $25k positive variance to date!

• Bank Account Balances total $1.23 million:

$482k Operating combined balances
$594k  Capital Campaign
$190k Endowment

 

• Despite a very positive … read more.

Financial Brief: 2017-2018 Fiscal Year Summary

by Joe Schenk, Chair, Finance Committee

We closed out the 2017-2018 fiscal year in June with strong results:

$489,421 in income
$462,162 in expenses

More than half of the savings on expenses were in Personnel costs where we saw savings in our intern’s medical coverage and a miscellany of … read more.

Help Wanted – Finance Committee Chair

by Joe Schenk, Chair, Finance Committee

It has been an honor to serve UUCWC in the capacity of Finance Committee Chairperson. This year marks the fourth and final year of my tenure as is dictated in the church bylaws. And this is my second “tour of … read more.

Mid-Year Financial Update – Dec. 2017

UUCWC continues to build its strong financial position through solid dedication, generosity and stewardship. We are tracking very similarly to last year with some expenses coming earlier in the year but still very much on budget with a modest surplus. Our reserves remain strong with … read more.