Financial Update from Scott Denning, Treasurer

 

Spring is in the air (and snow is on the lilacs!), so it’s time for an update on the financial state of the church from your intrepid treasurer.  Below, I will review the current year’s finances, as well as the outcome of our annual Stewardship campaign and highlights of next year’s proposed budget.

IMPORTANT: we will hold a Budget Hearing on Sunday May 7 from 10:40 to 11:30 AM (between second and third services). Please come to this meeting, where we will present the details of the proposed budget. This is your best opportunity to get your questions answered before we vote on the proposed budget at the annual Congregational Meeting on June 4.

Current Year’s Finances:

We are 10 months into our current church year, and we’re doing very well. Pledge collections continue at a near-record pace. We’ve now collected 80% of our annual budgeted pledge (vs 70% this time last year). Spending is exactly what we’ve budgeted: 76% of this year’s budget, compared to 73% this time last year.  We project that we will end the church year on June 30 with a balance within 0.5% of our annual budget.

One of our budget priorities this year was to augment the church’s reserve account. Think of this as our “savings” account from which we draw when expenses exceed income in a particular month, and which we pay into when expenses are less. Our written policies specify that the reserve account should be 10% of our annual budget. The reserve account was pretty much wiped out in the Great Recession, and we’ve been slowly building it back up. The reserve account will be about $50k at the end of this church year on June 30.  Our target is $76k (based on next year’s proposed budget), so we’re getting there but have a ways to go.

Until we can grow our reserve account back to the 10% level, one of the most important ways you can help the church meet its monthly bills is to pay your pledge regularly. If you haven’t already done so, please consider setting up automatic monthly payments rather than paying in unpredictable lump sums. See Carolyn at the church office for details.

Stewardship Campaign:

Thanks to all of you, and especially to our wonderful Stewardship Team who made this year’s campaign very successful. We have pledges of over $660k for the church year that begins on July 1. This is up more than 7% over last year — a very healthy increase! For the first time ever, more than 400 households pledged this year, including 336 member households as well as 78 nonmember households. This represents a total of about 750 people! You can read more details here.

Next Year’s Proposed Budget:

Considering your generous pledge plus additional revenue from plate collections, contributions, fundraisers, and various other sources, we project total income of about $760k for July 1, 2017 through June 30, 2018. Therefore we will propose a budget in that amount. Almost 94% of next year’s budget is supported by pledges and donations!

Next year’s proposed budget includes small salary increases for most of our staff as we continue toward our goal of paying everybody at the midpoint of the guidelines of the denomination for our region.

We are very excited to include a request for a part-time Membership Coordinator (a new hire) in the proposed budget!  As our Three Services Experiment has made clear, we are attracting a lot of new members and friends. Most other large UU congregations have found that the expense of hiring a Membership Coordinator literally pays for itself in a few years through growth in pledging. As more people join our community, this new staff person will ensure that all are welcome and well integrated into the Foothills UU family.

Please bring your questions, comments, and concerns about next year’s proposed budget to the Budget Hearing on Sunday May 7 at 10:40 AM. See you there!

Governance Update [April 28th, 2017]

[The following email was sent to all members of Foothills Unitarian Church on 4/28/17]

Dear Foothills Members,

As the school year comes to a close, so does the church year. On Sunday, June 4 at 11:00 a.m. we will hold our official annual congregational meeting. Please save the date! All members will be asked to attend to vote on elected offices as well as bylaws changes and the annual budget.
Lay leaders – who are all volunteers/members of the congregation – and Foothills staff have been hard at work preparing for the annual meeting.
To help members prepare, a packet will be sent out around May 18th by email (paper copies available by request) that will contain the important information you need to know before voting.
At our Annual Meeting, in addition to the elections and votes mentioned above, we will be thanking our outgoing officers, hearing about the results of our stewardship campaign, and officially moving forward on our Governance trial year.
Because this is a lot to pack into a single meeting, and because we have over 600 members, we’d love to be in conversation with you before the meeting to hear your feedback and to help you learn about these various facets of our congregational life.  As a result, below you’ll find mini-updates on each of these areas, as well as notices of meetings where you can discuss these topics more fully with their respective leaders.

Update on Governance and our Trial Year, from the Governance Task Force

Since the Governance Task Force formed about 18 months ago, we have received support and encouragement from members and staff throughout the church through congregational meetings, informational discussions, book discussion groups, and electronic communications conducted over the last twelve months.
We are planning to conduct a trial year using our new governance structure, and will need to slightly amend our bylaws to enable that trial.  You can find the information about the key changes we are proposing here.  We are excited to be making these changes!  It is long overdue for a growing church like ours.  We have been doing some of these things for several years, formally and informally.  This process has taken the best of what we learned through practice, research, and deliberation, to outline a foundation for the future.
To see the proposed bylaw changes, supporting concurrent resolution, policy examples, and glossary, visit us in the social hall between services on April 30, May 7, and May 14.  You will also have a final opportunity to dig into the details and ask questions on May 21, between services, during a Governance Review meeting.

Nominations & Elections – from the Nominating Committee 

At our meeting, we will be electing two new board members and a president-elect. This will leave us with a seven-member board for the coming year (assuming that our Governance trial year receives congregational support).  The three current members of the Nominating Committee will continue on for the next year as their terms are not yet concluded.  As our Governance trial requires a three person Nominating Committee, we will not need to elect additional members this year.
As required by the bylaws, we will be proposing a slate of nominees to be elected by the congregation at the Annual Meeting. You will receive information about these candidates in the packet sent out to all members on 5/18. Read more about what we’re up to and how to become a leader at Foothills here.

Budgeting Update – from the Treasurer and Finance Committee Chair 

Every year, the church prepares a budget in the spring for the church year starting on July 1, projecting monthly income and spending 15 months in advance. Our budgets are balanced, so we spend only what we earn.  Nearly all of our income is from the pledges of financial commitment made by members and friends of our community (be sure to check out our Stewardship Update here).
A presentation to introduce and discuss details of the budget will be held on May 7 at 10:40 am. Highlights of this budget and spending plan can be found here.  Please plan to attend the presentation to inform your vote as the budget presentation at the Annual Meeting will be abridged.
We look forward to talking more about all of these things and more with you, and moving our congregation forward as we continue to unleash courageous love!  So, please, mark your calendars (Budget presentation May 7th; Governance Social Hall Presence April 30th, May 7th and May 14th; Governance Review Meeting May 21st; Congregational Meeting June 4th) and watch your email around May 18th for the packet.
We look forward to seeing you soon!
In partnership,
Erin Hottenstein, Board President

Budgeting Update from Scott Denning and Erik Martinson

This update is a part of a Governance Update being sent by email to all Foothills members.

Every year, the church prepares a budget in the spring for the church year starting on July 1, projecting monthly income and spending 15 months in advance. Our budgets are balanced, so we spend only what we earn.

Nearly all of our income is from the pledges of financial commitment made by members and friends of our community.

The budget for next fiscal year has been prepared by the Finance committee, affirmed by the board, and will be voted on for final approval by the members of the congregation at our annual meeting on June 4.

A hearing to introduce and discuss details of the budget will be held on May 7 at 10:40am. Highlights include an overall increase to the budget of nearly $43,000 made possible by a projected pledging increase of over 8%!

Most of the additional income will be invested in our human resources, including a new part-time coordinator position for membership, as well as salary adjustments to reflect current UUA compensation guidelines for our ministers and staff.

Please plan to attend the May 7 hearing to inform your vote as the budget presentation at the Annual Meeting will be abridged.

The Business of the Church – from Board President, Erin Hottenstein

As the school year comes to a close, so does the church year. On Sunday, June 4 at 11:00 a.m. we will hold our official annual congregational meeting. Please save the date! All members will be asked to attend to vote on elected offices as well as bylaws changes and the annual budget.

Lay leaders – who are all volunteers/members of the congregation – and Foothills staff have been hard at work preparing for the annual meeting.
To help members prepare, a packet will be sent out around May 18th by email (paper copies available by request) that will contain the important information you need to know before voting.
At our Annual Meeting, in addition to the elections and votes mentioned above, we will be thanking our outgoing officers, hearing about the results of our stewardship campaign, and officially moving forward on our Governance trial year.  Because this is a lot to pack into a single meeting, and because we have over 600 members, we’d love to be in conversation with you before the meeting to hear your feedback and to help you learn about these various facets of our congregational life.  As a result, in other blog posts you’ll find mini-updates on each of these areas, as well as notices of meetings where you can discuss these topics more fully with their respective leaders.
We look forward to talking more about all of these things with you and moving our congregation forward as we continue to unleash courageous love!  So, please,
mark your calendars and watch your email around the 18th. We look forward to seeing you soon!

Nominating Committee Update

This update is a part of a Governance Update being sent by email to all Foothills members.

As part of our upcoming Annual Congregational Meeting, we will be electing two new board members and a president-elect. This will leave us with a seven-member board for the coming year (assuming that our Governance trial year receives congregational support).

The three current members of the Nominating Committee will continue on for the next year as their terms are not yet concluded.  As our Governance trial requires a three person Nominating Committee, we will not need to elect additional members this year.

As required by the bylaws, we will be proposing a slate of nominees to be elected by the congregation at the Annual Meeting. You will receive information about these candidates in the packet sent out to all members on 5/17.

In addition, our Committee, in conjunction with the Board and the Governance Task Force, has been taking a more active role in leadership development this year, with the goal to not only identify those ready and willing to serve, but to give them the training needed to be successful in lay leadership positions within Foothills. If you are interested in becoming part of our leadership development process and/or serving as a leader in our congregation, please contact one of our Nominating Committee members by the first week of May if you’d like to be involved this year, and at any point for future leadership.

Thank you!

Nominating Committee – Steve Undy, Chair (steve@roseundy.net), Linda Kothera, Rich Young and Adam Henk

Governance Update from Jody Anderson

This update is a part of a Governance Update being sent by email to all Foothills members.

The Board of Trustees hopes all members are prepared to vote on governance changes at our upcoming annual meeting.  Since the Governance Task Force formed about 18 months ago, we have received support and encouragement from members and staff throughout the church through congregational meetings, informational discussions, book discussion groups, and electronic communications conducted over the last twelve months.  We hope you have had a chance to participate, provide feedback, and learn about this important work to help align our governance structure with our church size and mission.

We are planning to conduct a trial year using our new governance structure, and will need to slightly amend our bylaws to enable that trial.  The key changes we are proposing include:

  • Role of the Board – The Board will shed its administrative role and instead concentrate on discerning mission, setting goals, dialogue with the congregation, and oversight.  This is something that the Board has been already in many ways practicing over the last 5 years as we have grown in size.  This will formalize this role and add clarity, as well as enhanced methods of monitoring and accountability.  
  • Board Size – The Board will reduce to seven, a more appropriate size for its new role (currently there are 11). The congregation would elect 2-3 Board members annually.
  • Delegate Operations – The senior minister, in partnership with the congregation and Board, would manage “operations” as head of staff.  This role would hold responsibility for all administration, programming, and shared ministry as well as Sunday services and pastoral care through delegation to paid staff and members/friends of the congregation, aka volunteers. Again this is already in many ways the case; this would formalize and add additional structures for accountability, alignment and monitoring of this work.  
  • Policy-Based Guidance – The Board will use written policies both to guide and hold accountable all those who help carry out the mission, including the ministers, staff, and volunteers.  Overseeing and keeping effective these policies will be a part of the Board’s new role.
  • Committee Structure – The Board will have three appointed committees:  Finance, Personnel, and Governance. It would have one elected committee, Nominating.
  • Nominating Committee – The Nominating Committee will reduce to three elected members (from the current five).  Its members will interact with the congregation, ministers, board, and Leadership Development team to identify the coming needs, develop job descriptions, and clarify role requirements, and ultimately nominate a slate of nominees for all elected positions that comply with established policies.
  • Leadership Development Team –   This team will be a newly formed ministry team charged with building and developing our future leaders through training, coaching, and open and inclusive engagement with the congregation.
We are excited to be making these changes!  It is long overdue for a growing church like ours.  We have been doing some of these things for several years, formally and informally.  This process has taken the best of what we learned through practice, research, and deliberation, to outline a foundation for the future.
To see the proposed bylaw changes, supporting concurrent resolution, policy examples, and glossary, visit us in the social hall between services on April 30, May 7, and May 14.  You will also have a final opportunity to dig into the details and ask questions on May 21, between services, during a Governance Review meeting.
If you have any questions about our work, please feel free to contact our chair Jody Anderson, jodeenanderson@gmail.com.
Thank you!
Governance Task Force – Jody Anderson, Brian Woodruff, Elizabeth Stanley, Tom Inscho, Ed Beers, and Rev. Gretchen Haley (ex-officio)

Our 3rd Service Experiment: The results are in…

In February, we began our “3rd Service Experiment,” with an intent of trying out three Sunday morning services for 13 Sundays – through April.  The Board charged the staff team with moving forward with this experiment in December because they realized that 2 services could not accommodate the numbers of people who wanted to worship with us on Sunday morning.
Our goal for the three services was to learn as much as we could about what it would take to sustain 3 Sunday services (how hard would it be?!), how people would react to an earlier (or later) service, and whether or not it would indeed accomplish the goal of serving more people.
In the past few weeks, our Committee on Shared Ministry (Glenn Pearson, Margie Wagner, Sally Harris, Anne Hall, Sue Sullivan and Ward Sutton) have held a few feedback circles with various groups to help gather up some of this information we hoped to learn. These have provided us critical information as we begin to look ahead to the next steps for our worship services this summer and beyond.
If you weren’t able to attend one of these circles, I hope you will fill out this short survey about YOUR experience and lessons from the 3rd Service Experiment (By the end of April, please!).
We have two big pieces of news resulting from our lessons learned and our feedback so far.
First – much to our surprise – is that, instead of asking us to hurry up and be done with the three services – there is a shared desire to extend the three services through May 21st when our regular religious education classes will conclude. Anything sooner would disrupt our classes and our teachers too much.  Also, as a staff team, we have realized that a third service isn’t that hard – we actually like it! We like that it means more space for all who come, and that we can indeed serve more people.
Which brings us to the second insight – which is that for the period of February through this past Sunday, we are consistently serving nearly 40% more people than we did this time in any prior year.  Instead of seeing attendance plateau at our seating capacity, and then drop back down, it’s remaining steady, and growing.  Whereas previously we would see 200-300 adults on a Sunday, we are now routinely seeing between 350 and 450.  There are probably multiple reasons for this, but we can say with confidence that we are accommodating more people on Sunday morning, which was the goal.
Also, for the summer time, based on last year’s numbers we know that we need to have 2 services instead of 1. The summer time seems like an ideal time to offer our 8:00 service.
All of this means that, starting on Memorial Weekend and running through Labor Day, we’ll hold services at 8:00 and 9:30, with an extended fabulous social hour/community fun time at 10:30.
After Labor Day we will return to three services – and the times for these will be sorted out based on your feedback in the survey as well as through other efforts to collect feedback.
Thank you so much for your willingness to try out this experiment, and for making space for all who want to gather with us on Sundays. I know it has sometimes meant stepping out of your comfort zone, missing out on seeing some of your usual friends on Sundays, and changing around your routines.  Thank you for keeping your senses of humor in tact and for learning along with us so that we can keep serving our mission in these times when our church and our values are so needed, by so many.  33682878575_f8987089f2_k.jpg