Annual Report · marshalling what few resources are at hand and leveraging them to the greatest...
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1 June 2, 2019 Unitarian Universalist Congregation of Columbia Owen Brown Interfaith Center 7246 Cradlerock Way Columbia, MD 21045 410-381-0097 www.uucolumbia.net Annual Report 2019 Distributed on June 2, 2019
Transcript of Annual Report · marshalling what few resources are at hand and leveraging them to the greatest...
1 June 2, 2019
Unitarian Universalist
Congregation of Columbia
Owen Brown Interfaith Center
7246 Cradlerock Way
Columbia, MD 21045
410-381-0097
www.uucolumbia.net
Annual Report
2019
Distributed on June 2, 2019
2 June 2, 2019
Our Covenant
Strengthened by our common humanity and inspired
by our seven principles, we promise
to be a safe and welcoming community,
to nurture each other’s hearts and spirits,
to delight in the beauty of our diversity,
to struggle together on our spiritual journeys, and
to challenge each other to live our values.
Thus, we pledge our time and vigor to the continuing
celebration of spirit, of the world, and of humankind.
3 June 2, 2019
Table of Contents
Board and Staff Members .......................................... 4
Annual Meeting Agenda ........................................... 5
Member Awards ......................................................... 6
President’s Message ................................................... 7
Treasurer’s Report ....................................................... 8
Ends Monitoring Report .............................................. 9
Ends Monitoring Data ............................................... 18
Activity Highlights ..................................................... 19
Endowment Board Report ........................................ 25
FY 2019-20 Proposed Budget ................................... 28
FY 2017-18 Budget vs Actual ................................... 32
FY 2017-18 Balance Sheet ....................................... 37
Owen Brown Interfaith Center Report ..................... 40
OBIC Financial Snapshot ......................................... 41
UUCC Staffing Chart ................................................. 42
2018 Annual Meeting Minutes ................................. 43
4 June 2, 2019
Board of Officers and Trustees
Jen Hayashi, President 2016-2019
Carla Gates, 1st Vice President 2017-2020
Tim Lattimer, 2nd Vice President 2018-2021
Wendy Ramsey, Treasurer 2018-2021
Ken Rock, Secretary 2018-2020
Amy Brooks, Trustee At-Large 2018
Robin Hessey, Trustee At-Large 2017-2020
Staff
Rev. Paige Getty
Senior Minister ...................................................................... [email protected]
Rev. Anthony Jenkins
Assistant Minister ................................................... [email protected]
Maureen Harris
Executive Director ............................................. [email protected]
Dr. Tom Benjamin
Minister of Music ................................................................... [email protected]
Dr. Michael Adcock
Associate Director of Music Ministry ............................... [email protected]
Robin Slaw
Director of Religious Education ................................................ [email protected]
Jen Raffensperger
Youth Director ............................................................................. [email protected]
Kelli Danaker
Religious Education Assistant ....................................... [email protected]
Childcare Coordinator .................................................... [email protected]
Hannah Nelson
Office Assistant ................................................................. [email protected]
Amanda Bates
Sunday Coordinator .......................................sundaycoordinator@uucolumbia.net
Bookkeeper .................................................................. [email protected]
5 June 2, 2019
Agenda
Unitarian Universalist Congregation of Columbia
Annual Meeting
June 2, 2019
1. Confirmation of Quorum
2. Call to Order
3. Opening Words and Chalice Lighting
4. Reading and Approval of the Minutes
5. Reports
a. President, Jen Hayashi
b. Treasurer, Tim Lattimer for Wendy Ramsey
6. Awards Presentation
7. Creating the Future (New Business)
a. Election of Officers
b. Budget Approval
c. Other New Business
8. Announcements
9. Adjournment
6 June 2, 2019
MEMBER AWARDS
The UUCC Board of Trustees initiated an awards program in 2016 to
highlight the actions and accomplishments of a few of our
members. Again this year, a committee was formed and they reviewed
many worthy potential awardees. In the end, four were selected for
recognition. The following awards will be given at the annual meeting:
Unsung Hero – Given to a member who works tirelessly in service of others
without much fanfare. Often even close acquaintances are surprised to
learn what an unsung hero has been up to!
Past awardees – Kristin Parrish-Eaton, Norm Hazzard, Melanie Milner
Backbone – Given to a member who might be described as a benevolent
taskmaster. Usually identified by rolled-up sleeves and a blur of activity.
Gives structure to UUCC, an organism that might be little more than a
multifaceted, gyrating mess if it were absent some backbone!
Past awardees – Mirtha McGovern, Laurie Coltri, Suzanne Henig
Generous Soul – Given to a member who regularly seizes opportunities to
effect positive change in the world through very tangible charitable
efforts. The generous soul is a master of inspiring others to act and
marshalling what few resources are at hand and leveraging them to the
greatest good.
Past awardees – Flo Wagner, Cindy Williams, Dana Sohr
Bright Future (youth) – Given with beaming pride to a member whose
actions and achievements embody our hopes and dreams for a better
world in the years to come. If a bright future is possible, it will be people
like you who make it happen.
Past awardees – Micaela Lattimer, Gavin Kohn, Sara Chernikoff
7 June 2, 2019
President’s Message
It’s been another exciting year of growth at UUCC. I’d like to briefly
highlight some of the activities in which your Board was directly involved
this year:
• Membership
• Stewardship
• Staff appreciation
• Spirit Map
• Listening Circles
All of these activities relate to the strategic plan the Board created for
itself last year, which continues to evolve as we critically reevaluate our
function and practice. I am proud of our Board and congregation, and
grateful to all of you for being a part of this spirited, energetic,
passionate community, working with kindness toward justice in Columbia,
Howard County, and beyond. You show the world what love looks like.
And after 3 years on your Board, watching the inner workings of UUCC
and how we get stuff done, the love you embody gives me an
unshakeable faith in the future of our congregation.
Many thanks to:
• Rae Millman and Frank Hazzard, for their wisdom and mentoring as
past presidents
• The rest of the Board of Trustees, for their creativity, wit, flexibility,
and support this year
• Paige, Maureen, and Anthony, for their visionary leadership, steady
efficiency, and wicked sense of humor.
• Michael Adcock, Amanda Bates, Tom Benjamin, Kelli Danaker,
Hannah Nelson, Jen Raffensperger, and Robin Slaw, for keeping all
of the moving pieces functioning smoothly.
• The many volunteers, too many to name individually, who organize
the countless activities that bring all of us closer together.
• And finally, thanks to all of you, for giving me this tremendous
opportunity to learn to love UUCC even more.
8 June 2, 2019
Tre
asu
rer’
s R
ep
ort
9 June 2, 2019
Ends Monitoring – Spring 2019
The UUCC Executive Team (ET) is committed to gathering congregational input in a
variety of ways, especially as we monitor how effectively UUCC is doing its work in
terms of fulfilling its Ends. This year, to complement previous years’ surveys and Ends
monitoring reports that were composed of staff and Council leaders’ anecdotes, the
ET convened several focus groups to discuss the content of the Spirit Map survey that
was completed by about 140 UUCC members in Fall 2018.
So that the focus groups would represent a diversity of UUCC’s membership,
invitations were sent to 71 individuals covering a range of demographics and
experiences of UUCC:
6 staff 5 youth 17 members for less than 5 years
20 leaders 9 adults under age 45 19 members for over 20 years
14 people of color 15 adults over age 70 12 people with children in RE
Twenty-four individuals accepted the invitation and each participated in one of four
focus groups between April 16 and 25, 2019. 23 of those 24 participants responded to
our request to complete an open-ended survey about their backgrounds:
8 identify as agnostic, 5
as atheist, 5 as humanist
3 LGBTQ
individuals
3 members for less than 5 years
15 people are
married/partnered
5 adults under
age 45
7 members for over 20 years
3 people of color 5 adults over
age 70
4 people with children in RE
In each group, after participants introduced themselves, the ET guided them through
a conversation that invited feedback about five specific segments of the Spirit Map
and closed with open discussion and general comments.
This report contains the ET’s key take-aways, as well as specific comments from
participants, on each of the five discussion topics. At the end of the report are the
ET’s general observations and some expectations about next steps in response to
what has been learned and shared.
10 June 2, 2019
Programs / Activities – Spirit Map survey respondents were asked to state whether
they participated in different categories of UUCC activity. If they did participate, they
were asked to rate (on a scale of 1-5) the impact of that activity on their spiritual well-
being.
Highest impact on spiritual well-being: Sunday Worship & Fellowship
Lowest impact on spiritual well-being: Stewardship & Membership Engagement
What surprises you about these ratings? Doesn’t surprise you? Why?
Focus Group Comments:
● Some focus group participants (and likely some respondents to the survey) wrestle
with the word “spiritual”; impacting spiritual well-being is a very high bar.
● It is surprising that the individuals who engage in a spiritual practice at UUCC
report a relatively low impact on their spiritual well-being.
● UUCC members are involved not only in social justice work that originates at
UUCC, but also work that is sponsored by a variety of local organizations.
● Some participants were surprised by the relatively low music rating, whereas
others commented that UUCC’s music (esp. choir) is wonderful, and yet feels like a
lot of the same – would like more diversity, more modern music, more “exciting”.
● Several participants noted the high value rating of governance, despite relatively
low participation.
● Religious Education is key for long-term sustainability.
● Stewardship is the cornerstone of all our work. (“It’s like taxes – not fun, but
necessary.”)
Key Take-aways:
● All of the program areas listed could fall under a “Super Category” of Membership
Engagement.
● Those who are active in UUCC leadership (“governance”) find it spiritually
rewarding.
● How much are individuals willing to invest in their own engagement, and how
much do they expect “the congregation” to do for them?
Evaluation of Ends statements
Highest – #3 (Prepare children & youth) and #7 (Justice)
Lowest – #8 (Extend reach of UUism) and #1 (Connected community)
What surprises you about these ratings? Doesn’t surprise you? Why?
11 June 2, 2019
Focus Group Comments:
● Overall, the ratings of the Ends statements are similar to those in the survey that
was created and conducted internally in Spring 2017.
● End 1 (Connected community) was rated lower than one might expect or hope
for a faith community.
● There are clique-ish tendency in the congregation. Some people feel very
connected in ways that are invisible to others.
● Congregation is growing more diverse and individuals feel less connected to the
whole, but more connected to small groups.
● Seems to be a disconnect among survey participants who rated fellowship as a
high and successful value in the programs & activities section, but then rated End
1 (Connected community) relatively low.
● One participant asked what do we credit for the high rating of End 3 (Prepare
children & youth) – “Is that by example, or through programming, or both?”
● End 7 (Justice) is highly rated, as is participation and rating for Social Justice and
Community Outreach in Program/Activity section; these two sets of ratings re-
affirm how valuable social justice work is to UUCC.
● “I’m glad to see that #7 [Justice] is rated high, especially considering recent
conflicts about addressing racism.”
● It is not surprising that End 8 (Extend reach of UUism) is rated low. UUs in general
and UUCCers in particular are largely resistant to evangelizing. And, this is
unfortunate because our local community is fertile ground for UUism to grow. (A
newcomer participant observed – as have many UUCCers over the years – that “If
I wasn’t already aware that UUCC existed, I wouldn’t know … you don’t hear
about it.”)
● The UUCC connection to activities like One World Coffeehouse is nearly invisible.
● Contact with UUs from other congregations and regions broadens our sense of UU
being bigger than just UUCC – important for developing a UU identity.
Key Take-aways:
● Many of these focus group participants perceive that the congregation has
grown a lot, even in recent years when the membership numbers have remained
about the same.
● Do we overestimate how welcoming we are?
● How important is End 8?
● How important is it that we actively “market” for UUCC in our local community?
● [repeat from above] How much are individuals willing to invest in their own
engagement, and how much do they expect “the congregation” to do for them?
12 June 2, 2019
Signature strengths & key opportunities (Spirit Map)
How do UUCC ministries (aka “programs” and other activities) reinforce our signature
strengths?
● I act with integrity (19)
● I believe it matters what I do (17)
● I seek opportunities to learn and grow (5)
● I care deeply about the welfare of others (16)
● I take responsibility for the consequences of my actions, even those that are
unintended (14)
How do UUCC ministries begin to address our key opportunities? How might they
better address them in the future?
● I make good decisions about when to act (34)
● I can be in the presence of my own or another’s pain without needing to flee
or fix it (44)
● I give to others fully and generously (10)
● I am able to adapt when things do not turn out the way I want (35)
● I can tell the difference between what I am responsible for, and what I do not
control (33)
Focus Group Comments:
● One focus group participant reported feeling like an “outlier” until they saw the
results of Spirit Map. Perhaps spirituality and all that is related to it is even more
pluralistic than even UUs imagine.
● Some focus group participants (and likely some respondents to the survey) wrestle
with a number of the terms used in Spirit Map.
● People who are attracted to UUism are likely to have these Signature Strengths;
they (the SS) align well with our UU Principles.
● How do we treat each other? This is one way that we practice our faith. How can
we apply ourselves intentionally to be in right relationship and help each other
grow (especially in the current cultural context)?
● How can we communicate better with each other personally, in how we both
“send” and “receive”?
● Strengths seem connected to highly rated programs and activities – i.e., they’re
things we teach in RE & worship & that we reinforce in fellowship. (Likewise, lower
ratings of spiritual practice activities & programs may be connected to lower Spirit
Map rating about acting in a spiritual manner.)
● “I think there’s some expectation that somebody else will ‘figure it out’ for them.”
[i.e., how to connect]
13 June 2, 2019
● “I suspect that these Key Opportunities are found in other congregations.” (Would
be interesting to see comparison.)
● For the people who say they seek connection, what do they mean by
connection? (Other participants responded: “‘I want to be in my own clique. I
want to belong.’ And we want everyone to feel they belong.” “I want to be
missed when I’m not here.” “When I first came, there was a sense of one big tribe.
Now, there are smaller tribes, not cohesive whole.”)
● We should capitalize on our SS – for example, play into our collective sense of
acting with integrity in messaging about outreach and social justice activities.
● KOs reveal what we need from leaders. Potential topics for Sunday services.
● Are we as good as we think we are at #14 (SS) – taking responsibility for our
actions? We want so desperately to think of ourselves as “good” people.
● “Because of UUCC’s racial justice work, I’ve learned better to distinguish between
intent and impact.” (re: dealing with consequences, #14 (SS))
● #44 & #10 (KO) are interesting to consider in connection with how much we hear
that folks are yearning for more connection. These things are related – i.e., giving
fully and generously, and not trying to fix others’ pain – and will serve to build
stronger connections.
● #10 (KO – giving) is connected to both stewardship and spiritual well-being.
● #44 (KO – pain) – it’s easier to write a check or attend a march than to actually
just be with someone and listen. We need to get proximate.
● #33 (responsibility) and #44 (pain) (both KO) feel connected.
● There’s a disconnect between saying we care about others (SS) and giving to
others (KO).
● re: #35 (KO) – ability to adapt – some of our responses to changes in joys &
sorrows, kids in worship, etc., reveal that this is a challenge for us.
Key Take-aways:
● Both SS and KO reinforce UUCC members’ desire for a caring, connected
community.
● How can we see things from a broader perspective, instead of just our own? And
seek to understand – instead of judge – others who have a different perspective?
(#35 (KO))
● Get proximate – both with each other and with those in our larger community.
● Being human and being in community is not easy!
● The content of curricula and programming matters – what we’ve deliberately
chose to teach and to talk about is having an impact on how people live their
lives.
14 June 2, 2019
Loyalty – Would you recommend UUCC to a friend or relative?
UUCC Net Loyalty = 58.2%
What are the most effective ways we can build our Net Loyalty?
Focus Group Comments:
● Is this concept/question about loyalty really appropriate for our community?
● Hesitant to recommend UUCC to a person who may be different from the majority
of the congregation as it’s currently composed. Would they be truly welcome at
UUCC?
● Little kids feel connected. They look forward to coming to see their friends and
caregivers.
● Increase denominational identity.
● Grow comfort with self-identifying as UU; encourage members to share about
specific things they do with UUCC, beyond simply “going to church”.
● Have a new member buddy program.
● Reinforce expectations of membership.
● Be more consistent in orienting new members to expectations.
● The “personal touch” is critical. Remembership calls are great – someone should
call the callers, too.
● Perhaps regularly, formally greeting each other in worship (something similar to
exchanging a sign of peace?) will help us to better connect with one another
(gives a bit of security in doing something risky, opens the door to further
connection).
Key Take-aways:
● If we really want to build loyalty and encourage UUCC members to invite their
friends from all walks of life, then we need to shift our perspective on being
“welcoming.” (“There is a significant difference between ‘all are welcome here’
and ‘this was created with you in mind’.” —Dr. Crystal Jones)
How do we put this into practice, both in worship and in our larger congregational
life?
15 June 2, 2019
Themes from Comments
Survey respondents suggested need for…
More loving connections
More joy
Spiritual context for justice work
How do we already successfully address these areas? What else should we be
doing?
Focus Group Comments:
● More joy – First Friday is a good example! We need to make it happen (as
opposed to expecting others to make it happen for us). We need more laughter,
more informality.
● Paige and Anthony both tend to preach on intense topics. May need to balance
with something lighter (guest preachers in 2019-20 may be a good opportunity).
Still, there are elements of joy and hope in every worship service.
● Worship may not provide joy per se, but it does provide participants with 70
minutes of relative peace and focus.
● The best way to get joy & hope & encouragement is to give those to others.
● We need to foster intellectual curiosity. There’s a difference between knowledge
and understanding – and understanding brings joy to knowledge.
● Need continued commitment to balancing weightiness and joy in worship. (“It’s a
UU challenge.”)
● More potlucks!
● “Joy is an act of resistance.” —Toi Dericotte
● Survey reflects people’s yearning for more connection, but we already do a lot in
this congregation, and we do connection pretty well.
● Communication is hard. We need a 2-way agreement! (Communication is not just
about telling something to someone else; it’s relational, reciprocal.)
● Anything to foster connections for people who work during the day, and parents
of young children – would love for a non-parent to organize something for the
parents. (Like a coffee hour that’s not immediately after worship.)
● Disagree with the proposition that spirituality and justice work is a “both/and.” It’s
difficult to connect spiritually with justice work that one does not agree with.
● Social justice work feels particularly draining right now – we need more spiritual
“food” in order to keep going.
● Serving others is key to spirituality; it’s a way to feel good about oneself and one’s
community.
16 June 2, 2019
● Connection between justice work & spiritual experience is different and unique for
each of us.
● Not every element of worship or congregational life is going to meet the needs of
every individual. But something will meet your needs. And something else will meet
another’s needs. “I did not like that, but somebody else must!”
● I wonder where we’re going in terms of the kinds of members – originally the
congregation was less spiritual, more intellectual. What is our new identity?
Key Take-aways:
● All of it – spirituality, social justice work, etc. – is connection. And connection is
transcendent.
● We need to foster an atmosphere of curiosity and respect; a willingness to
understand and celebrate our differences.
● We are feeling normal growing pains that are a natural part of a community
where each person is on their own spiritual journey.
● We are not going to get it perfect!
● Tension between individuals needing to be proactive in developing connections
vs. expecting “the congregation” to foster those connections.
GENERAL OBSERVATIONS and TAKE-AWAYS:
● There is no one universal shared experience at UUCC.
● This focus group process (as well as the Spirit Map survey) is valuable as one of a
number of ways for Executive Team, Board of Trustees, and congregation as a
whole to assess our progress toward achieving our Ends.
● Members perceive that the congregation is growing, though key data points –
Worship Attendance, Certified Members, Pledge Units – continue to remain about
the same. What does this tell us?
● The ET’s revised staffing and budget organization for FY2019-10 generally align well
with some of the major themes of the survey and focus groups. (Vision / Buckets:
Identity & Belonging, Worship, Finding One’s Place, Justice-making, Owen Brown)
● These conversations reinforced the importance of organizing (and hiring staff) to
better facilitate communications and opportunities for connection.
● Individual responsibility vs. Congregation’s responsibility for fostering engagement.
● In our work, we should continue to be mindful of both the tensions and the
connections between meeting spiritual needs and serving the causes of justice.
● Cultivate ways for us collectively to see things from a broader perspective, instead
of just our own, and to seek to understand – instead of judge – others who have a
different perspective (Key Opportunity #35).
17 June 2, 2019
NEXT STEPS:
● Give attention in programming (Worship, RE, Reflection Groups, In Between
Sundays, Fellowship activities, highlight past sermons, etc.) to questions/issues that
have arisen, such as these:
○ How do you (personally) engage in UUCC life?
○ How do we get comfortable with evangelizing (i.e., sharing the good news of
Unitarian Universalism and UUCC – which is different from proselytizing (“Agree
with us, or go to hell!”)?
○ Key Opportunities (e.g. ability to adapt) and/or disconnects between
Signature Strengths and Key Opportunities (e.g. caring and giving)
○ Curiosity (this month!) in conjunction with the fact that we have such a wide
variety of lived experiences at UUCC.
○ Communicating effectively on a personal level (alternate one-to-one
conversations with conversation circles?)
● For the Board to think about: Should we keep End 8?
● How do we get more proximate with our community – both with individuals within
UUCC and beyond its walls?
● Additional TLC for new Members: mentors and expectations.
● Considering the Religious Education data, and in light of our learning about
national trends in the Death of Sunday School/Future of Faith Formation (UUA-
sponsored webinars, in which paid staff participated in 2017-18), we will begin a
conversation about how to best meet the needs of our children and youth. We
envision that 2019-20 will be a year to discern – with all key stakeholders – what our
Religious Education program(s) for children and youth will look like going forward.
In addition, the creation of the position of Director of Youth and Young Adult
Ministries is one step in this direction.
18 June 2, 2019
Ends Monitoring Data
2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19**
Worship Attendance 302 318 322 280 299 334 310 303
Average Children’s RE
Attendance 76 61 59 42 43 63 30 32
Average Youth RE
Attendance 63 62 43 66 60 27 40 26
Total Children & Youth
Enrollment 170 180 177 198 200 222 185 165
Small Group Ministry 100 89 108 110 112 101 58 71
Annual Mtg Attendance 180 132 124 166 159 164 146 n/a
Fellowship Dinner
Attendance 200+ 130 100 200+ 100 n/a 75 100
Mailchimp Subscribers 725 738 753 744 779 856 859 845
Certified Members * 421 432 438 450 435 430 446 428
New Members 29 42 32 11 28 36 34 19
New Friends 58 35 51 35 21 56 26 32
New Visitors 155 155 194 109 102 266 139 173
Pledge units 288 272 282 291 290 289 321 299
Fair Share pledges (self-
reported) 81 100 84 84 80 86 78 85
Members lost due to:
Death 2 4 2 1 4 2 4 7
Move 18 7 4 2 1 0 12 7
Other 13 14 29 10 38 23 15 28
Budgeted pledges $554,184 $531,995 $600,843 $622,050 $617,647 $645,000 $751,000 $739,000
Actual pledges at end of
FY $567,154 $557,645 $615,318 $637,934 $629,177 $679,432 $775,040 754,753
Average Pledge $1,969 $2,050 $2,182 $2,192 $2,170 $2,351 $2,414 $2,524
Pledges collected $532,342 $536,868 $615,082 $598,337 $588,000 $616,646 $731,235 $652,767
% of Pledges collected 96% 101% 102% 96% 95% 96% 97% 86%
* Members certified to the UUA as of Feb. 1 **July 1, 2018 - April 30, 2019
19 June 2, 2019
Activity Highlights
2018-19
Chalice Choir
Laurie Coltri
The year was productive and moving for the Chalice Choir. Highlights: performing
selections from Bach’s Christmas Oratorio (December); recording backup vocals
for Ross Martin’s "Miss Isabella Rainsong" soundtrack CD; celebrating Alleluias and
the return of spring in our April Music Service (and premiering John Shea’s "A
Prayer in Spring"); and honoring Tom Benjamin, Minister of Music, who will be
retiring after 30 years at UUCC, with a day of worship & celebration in May. We
will miss him!
Chalice Concert Series
Michael Adcock
The series had another successful and varied season, made possible by the
extraordinary and generous contributions of its stalwart volunteers. This season, we
hosted a world-renowned oboist from U. of Michigan, a young talented Peabody
baritone, a flute/guitar duo from Pennsylvania, as well as 2 stellar musicians (violin
and French horn) who joined the series director, Michael Adcock, in April. On Feb
9, Michael presented a unique lecture recital, "Music and the Divine,” to a record
audience.
Chalice HouseBand
Tom Benjamin
The Chalice HouseBand, a subset of the Chalice Messengers, played for about 10
services this year, providing service music in a variety of jazz and pop and Latin
styles, and accompanying hymns and songs. They also played for Tom's retirement
service in May. The HouseBand has a variable membership, drawn from among
Tom Monroe, Jim Stivers, John Shea, Ken Koontz, Chris Mauro, Anthony Jenkins,
Colin Gamble, Tom Benjamin and others.
20 June 2, 2019
Chalice Lights
Vickie Beck
The Chalice Lights had a wonderful busy year. With 18 regular members, ranging
from 7 to 14 years old, we sang for 9 services. We also performed for the Animal
Fair. Our songs ran the gambit from simple preschool songs to complex showtunes.
Chalice Messengers
John Shea
During the 2018-2019 church year, the Chalice Messengers played at four UUCC
Sunday Services; smaller subsets of the Messengers played at other services as a
house band. The Messengers were guest musicians at Sunday services at
Memorial Episcopal Church in Baltimore. They also provided gathering music for
the UUCC Auction on November 11, 2018, and for Tom Benjamin's retirement party
on May 12, 2019. In all of these events, they also accompanied various UUCC
vocalists. Finally, the Messengers played their annual auction concert on April
27. This concert raised roughly $3000 for UUCC.
Chalice Singers and Swingers
Tom Benjamin
Led by Michael Adcock and Tom Benjamin, the Chalice Singers performed at
both Music Services this year, singing Renaissance music, Bach, contemporary
music and much more; as the Chalice Swingers, they performed in other services,
in the April jazz concert with Michael and the Messengers, and at Tom's retirement
party, singing Benjamin, Brahms and jazz standards.
21 June 2, 2019
Creativity Circle
Melissa Affolter
Creativity Circle meets on the second and last Saturday of every month, 11am-
5pm. This is a drop-in meeting, people come and go throughout the 6 hours. We
don't have a "membership", anyone who wants to participate is welcome. Our
participants knit, crochet, scrapbook, paint, draw...whatever creative activity calls
to them, and our sessions are filled with music and laughter. In June, we will meet
at HoCo Pride and craft while giving out hugs to all LGBTQ folks who want them.
Creature Connection Animal Ministry
Flo Wagner
*Organized field trip to Poplar Spring Animal Sanctuary's annual open house - Sep
30
*Co-organized annual Blessing of the Animals Service - Oct 6
*Sponsored presentation by Columbia-based wildlife rehabilitator Judy Holzman,
founder of All Creatures Great and Small Wildlife Center - Nov 18 2nd Sunday
Forum
*Organized 7th Annual Pat Fort Memorial Animal Fair- May 18
*Sponsored Auction event Creature Features, 3 movie nites of family-friendly
animal-themed movies
Film ForUUm
Herb Hartnett
The Film Foruum approaches its 100th showing of movies selected by the Foruum
audience -- and hosts Bill Ramsey and Herb Hartnett. As important as the movie
pick is, the social gatherings before and after the feature film are always winners.
On the third Tuesday of each month.
22 June 2, 2019
Reflection Groups
Robin Hessey & Betty Jackson
[email protected] & [email protected]
From Oct 2018 - June 2019, five Reflection groups plus one drop in group, serving
71 people, met monthly to explore our worship themes at UUCC. This year we used
the Soul Matters Curricula that supplied many resources, questions, and exercises
to support our exploration. We each received the gift of spiritual connection as
we carefully listened to one another, to the world, and to our deepest selves in
facilitated, structured 2-hour discussions.
Religious Education - Adults
Robin Slaw
In 2018-2019, we ran Adult Religious Education classes in a variety of topic areas,
including Bible Literacy (Bible for Skeptics), Unitarian Universalist literacy (Quest for
Adults and two New UU series in winter and spring for newcomers), Small Group
Ministry around monthly themes (Reflection Groups), and an anti-racism book
group (Deconstructing Whiteness). A total of 117 adults were served by adult
religious education classes this year, plus another 71 served by small group
ministry.
Religious Education - Children
Robin Slaw
In 2018-2019, Children’s Religious Education concentrated on a strong
understanding of Unitarian Universalism. Classes for children from PreK through
middle school built understanding of our religious values and faith traditions. We
implemented a theme-based children’s chapel once a month to reinforce the
monthly worship themes and continued monthly multigenerational worship. Social
action efforts continued with each class helping the Food Insecurity team fill bags
for Cradlerock Elementary.
23 June 2, 2019
Religious Education - Youth
Jen Raffensperger
For program year 2018-2019, our youth engaged in many activities. It’s easy to
focus on things everyone sees, like worship services, or the annual Halloween
party, but our youth were also organizing in their communities, coming together to
join in programs like Mystery Buddies, and joining in our larger UU faith community
through activities such as UU-UNO Spring Seminar. We have youth participating in
leadership positions at General Assembly and attending leadership trainings this
summer, also!
Social Justice
Jim Caldiero
Supported immigrants in sanctuary and seeking asylum in Maryland. Successfully
advocated for economic justice, health care, climate change, migrant rights and
against gun violence in Maryland. Supported workers’ rights and climate refugees
internationally. Supported the “Where are the Children” pajama clothesline
projected created by UU youth Alex Kohn to bring attention to inhumane family
separation policies. Now a national program, the project will be on display on the
National Mall, June 9.
UUs Flying Solo
Norma Byers
UU's Flying Solo started in September, 2018 as a social group to provide support,
socializing and friendship through participation in activities of shared interest to
the members, comprised primarily of "solo flyers" who do not have a "live-in co-
pilot". There is a monthly meeting and mixer with changing themes such as
Festivus, Night at the Oscars, & Mardi Gras. Each month members receive a
monthly schedule of events which may include museums, plays, concerts, movies
& coffeehouse meetups.
24 June 2, 2019
Women’s Retreat
Becky Reese
The Women’s Retreat 30 Nov. – 2 Dec. at Camp Wabanna in Edgewater, MD was
highly praised by participants, verbally and on an evaluation. Participants
engaged in a variety of workshops including physical movement, spiritual
practices, story sharing, personal development, arts/crafts, and astronomy! There
was a mini craft show and each person had a sharing partner for the length of the
retreat. Of 42 attendees, 26 completed the evaluation form. Results were ratings
of 4.8 on a 5 point scale for each of the categories: valued experience,
organization, and the opportunity to connect with other women in our
community. The overall score for a positive experience at the facility was 4.2, with
a range from 1-5; and 4.2 for accommodating dietary needs (range of 2-5). Our
vegan said “Awesome!!” regarding the accommodations made for her. Nine
people volunteered to help with a future retreat.
25 June 2, 2019
Endowment Board Annual Report FY 2018-2019 Jill Christianson, Charles Scott, Suzanne Henig, Jennie Fitzpatrick, &
Gregory Seidman
Endowment Board Actions
The Endowment Board had a very productive year.
➢ Developed a 5-year Strategic Plan, facilitated by Jennie Fitzpatrick.
Highlights include:
• Vision: The UUCC Endowment Program provides secure financial support
as a foundation for UUCC to nurture a spiritual, vibrant, caring, and
active Unitarian Universalist community that thrives in perpetuity.
• Mission: The Endowment Board fosters the long-term financial stability of
UUCC through stewardship of the Endowment Program and fiscally
responsible management of the Endowment Fund.
• Goals:
o Create a UUCC culture of endowment giving.
o Cultivate a congregational ‘Attitude of Gratitude’ that includes
acknowledgement and expressions of thanks to Endowment Fund
donors.
o Ensure that the Endowment investment strategy aligns with UUCC
values and Endowment Fund policies.
o Engender congregational confidence in the Endowment Board.
➢ Redesigned and updated a Legacy Giving brochure and launched a new
webpage (uucolumbia.net/legacy). These resources provide members
and friends with comprehensive information on the UUCC Endowment
Fund, how it works, and how to support UUCC’s mission and values through
legacy and lifetime gifts.
➢ Campaigned for the Wake Now our Vision (WNOV) challenge grant that
was funded by the Shelter Rock UU Congregation and managed by the
Unitarian Universalist Association (UUA). The UUA notified us that legacy
commitments to the UUCC Endowment Fund generated $49,068 in
matching funds (subject to revision pending an audit). Payments are
scheduled to begin in Fall 2019. The UUA’s list of UUCC’s WNOV participants
was incomplete and not all applications were eligible for the match, but we
celebrate the addition of 18 new members to the Margaret Odell Society
as a result of the campaign.
➢ After careful review and approval from the Board of Trustees, initiated the
process of moving current Fund investments to the UU Common
Endowment Fund (UUCEF). Investments will be transferred on a schedule
using dollar cost averaging to protect against market fluctuations.
This move—
26 June 2, 2019
• Ensures compliance with Endowment Board policies by shifting
responsibility for choosing investments, determining asset allocation
targets, selecting and monitoring investment managers,
rebalancing the portfolio, performing regular audits, and other key
tasks from the Endowment Board to the UUA Investment Committee
and its selected professional outside advisors and investment
managers.
• Allows our investments to be in managed investor class funds that
are available to the UUA due to its volume but are currently out of
reach for UUCC.
• Gives the UUCC Nominations Committee more flexibility in filling
vacancies on the Endowment Board.
The Endowment Board will retain responsibility for overseeing the Fund
including monitoring performance, tracking its rolling average, and
ensuring UUCC’s investment strategy, policies, and values are aligned
with UUCEF’s investment policies and long-term goals. For information on
the UUCEF, visit uucef.org.
UUCC Endowment Fund
The Endowment Fund is a permanent source of financial capital that grows
and produces income today and ensures that our congregation is
financially healthy and able to continue its work for decades to come. The
objective of the Endowment Fund is to generate a long-term return while
growing the principal. The value of the Fund as of the first quarter 2019 is
$439,021 (after 2019 distribution).
$40,000
$90,000
$140,000
$190,000
$240,000
$290,000
$340,000
$390,000
$440,000
$490,000
UUCC Endowment Fund History
27 June 2, 2019
Distributions
Each year 5% of the Fund’s average balance of the last 13 quarters is
distributed to UUCC’s annual operating budget. Only the income and
appreciation of the Fund is used for the distribution, which protects the original
dollar value (principal) of each donation. Over the past several years, the
annual distribution has helped fund the Assistant Minister, Executive Director,
Youth Director, and Office Assistant positions, and for two years helped bridge
the gap between operating fund income and expenses. The 2019 distribution
of $20,000 will support the functions of the new Membership/ Communications
position that sustain membership and foster membership growth.
Donations
The Endowment Fund received $25,160 in donations this fiscal year. These
consisted of $2,160 in memorials/tributes and $23,000 in lifetime cash
donations. Previous fund sources also include contributions celebrating
significant events, planned monthly gifts, and legacies from estates.
The Endowment Board is deeply grateful to all members and friends who have
named the UUCC Endowment Fund in their wills or as beneficiary of investment
accounts and life insurance policies (legacy gifts), who have given lifetime
and other gifts, and who participated in the Wake Now Our Vision challenge
grant. Thank you all!
Legacy and Lifetime Giving
There are several ways to support UUCC’s legacy. For a full list and other
information, visit uucolumbia.net/legacy and/or contact the Endowment
Board at endowment @uucolumbia.net.
28 June 2, 2019
Unitarian Universalist Congregation of Columbia
2019-20 Proposed Budget
2019-20
Notes
Income
4000 Canvass & Offering
4002 Donation $ 18,000
4003 Loose Offering $ 10,000
4004 Canvass Expense $ (1,000)
4100 Pledge Income
4001 Pledge $ 773,500 Current year = $746,700
4006 Uncollectible Pledge Income $ (38,675) Always budget -5% of Pledge
4007 Post-Canvass Pledge Income $ 20,000 Usually about 2-3% of Pledge
4601 Prior Year Pledge $ 10,000
Total 4100 Pledge Income $ 764,825
Total 4000 Canvass & Offering $ 791,825
4300 Music Income
4301 Chalice Concert Revenue $ 10,000
4302 Chalice Concert Expense $ (3,500)
Total 4300 Music Income $ 6,500
4500 Misc. Income
4203 Bookstore Revenue $ 3,000
4204 Bookstore Expense $ (2,250)
4503 Interest Rec'd - Operating $ 500
4516 OBIC Lawn Maint Income $ 5,300
4517 OBIC Lawn Maint Expenses $ (100)
4520 Endowment Disbursement $ 20,000
4521 Transfer from Operating Reserve $ - Current year = $15,000
Total 4500 Misc. Income $ 26,450
Auction
4401 Auction Revenue $ 50,000 Current year = $46,000
4402 Auction Expense $ (3,000)
Total Auction $ 47,000
Total Income $ 871,775
Gross Profit $ 871,775
29 June 2, 2019
2019-20 Notes
Expenses
New Budget Categories
1 - Identity & Belonging $ 12,000
2 - Worship $ 15,000
3 - Finding One's Place $ 4,000 Decreased by $500 over draft
4 - Justice-making $ 17,000 Decreased by $1000 over draft
5 - Owen Brown Community $ 4,000 Decreased by $500 over draft
7500 Communications & Info Tech $ 13,000 Managed IT services
7900 Facilities Management / OBIC
8013 OBIC Assessment $ 72,000
8029 OBIC Reserve $ 23,000
Total 7900 Facilities Management / OBIC $ 95,000
8000 Administration
8001 Office Supplies $ 1,500
8002 Duplicating $ 3,000
8003 Postage $ 250
8005 Bank Fees $ 200
8008 Insurance $ 3,500
8011 Equip/Softw/Maint. $ 5,000
8012 Telephone $ 700
Total 8000 Administration $ 14,150
8100 Debt Service
8025 Debt Srvc (Mortgage Interest) $ 66,600
8036 Debt Service (WW Interest) $ 1,000
Total 8100 Debt Service $ 67,600
8700 Denominational Affairs $ 18,000 Current year = $15,600; was $20,000 in draft budget
9501 Audit / Review Reserve Fund $ 4,000
9502 Pledge Collection (EFT) Fees $ 1,000
99000 Personnel
5% increase or increase to minimum level, whichever is greater
90010 Minister
90011 Salary - Minister $ 64,030
900131 FB - Minister Retirement $ 10,143
900132 FB - Minister Life & Disability $ 2,000
90014 Prof Exp - Minister $ 6,000
90015 Housing - Minister $ 37,400
Total 90010 Minister $ 119,573
30 June 2, 2019
2019-20 Notes
90020 Executive Director
90021 Salary - Exec Dir $ 63,835
90022 FICA - Exec Dir $ 4,883
900231 FB - Exec Retirement $ 6,384
900232 FB - Exec Dir Life & LTD $ 766
900233 FB - Exec Dir Health Insurance $ 3,672
90024 Prof Exp - Exec Dir $ 2,000
Total 90020 Executive Director $ 81,540
90030 DLRE
90031 Salary - DLRE $ 61,740
90032 FICA - DLRE $ 4,723
900331 FB - DLRE Retirement $ 6,174
900332 FB - DLRE Life & LTD $ 741
900333 DRE Health Insurance $ 5,820
90034 Prof Exp - DLRE $ 5,000
Total 90030 DLRE $ 84,198
90040 Music Director
90041 Salary - Music Dir $ 72,135
90042 FICA - Music Dir $ 5,518
900431 FB - Music Dir Retirement $ 7,214
900432 FB - Mus Dir Life & LTD $ 866
900633 FB - Music Dir Health $ 4,628
90044 Prof Exp - Music Dir $ 1,000
Total 90040 Music Director $ 91,360
90070 Sunday Attendant & Bookkeeper
90071 Salary - Sunday Attendant $ 18,700
90072 FICA - Sunday Attendant $ 1,431
Total 90070 Sunday Attendant $ 20,131
90150 Congregational Secretary
90151 Salary - Cong Secretary $ 33,600
90152 FICA - Cong Secretary $ 2,570
90153 FB - Cong Secretary
901531 FB - Cong Secretary Retirement $ 3,360
901532 FB - Cong Secy Life & LTD $ 403
Total 90153 FB - Cong Secretary
Total 90150 Congregational Secretary $ 39,934
Director of Youth & Young Adult Ministries $ 21,500 New position
Assistant Minister (25%) and Director of Communications and Member Integration (75%) $ 70,000
New position after Asst. Minister departure
31 June 2, 2019
2019-20 Notes
90200 Casual Labor
90201 Nursery $ 4,200
90210 LGL Assistant
90211 Salary - LGL Assistant $ 19,700
90212 FICA - LGL Assistant $ 1,507
90213 LGL Assistant Health Insurance $ 3,768
Total 90210 LGL Assistant $ 24,975
99900 Miscellaneous Personnel
99002 Payroll Expenses $ 2,000
99999 Personnel Contingency $ 2,000 Current year = $3,000
Total 99900 Miscellaneous Personnel $ 4,000
Total 99000 Personnel $ 561,411
Total Expenses $ 826,161
Other Expenses
Debt Service Other Expense
8031 Debt Srvc (Principal) $ 36,000
8035 Debt Service (WW P&I Set-Aside) $ 10,000 Will move $10,000 now so only $10,000 remains to be set aside
Total Debt Service Other Expense $ 46,000
Total Other Expenses
Net Other Income
Net Income $ (386)
Coffeehouse Revenue $ 15,000
Coffeehouse Expense $ (13,000)
(Balance goes to Minister's Discretionary Fund) $ 2,000
Second Sunday Outreach Offering Receipts $ 22,000
Second Sunday Outreach Offering Payout $ (22,000)
Fifth Sunday Receipts (for Cradlerock Children's Center) $ 5,000
Fifth Sunday Payout $ (5,000)
32 June 2, 2019
Unitarian Universalist Congregation of Columbia
Budget vs. Actuals: UUCC FY2017-18 Budget – FY18 P&L
July 2017 – June 2018
Total
Actual Budget Remaining % of Budget
Income
4000 Canvass & Offering
4002 Donation 21,696.96 18,000.00 -3,696.96 120.54%
4003 Loose Offering 14,016.29 10,000.00 -4,016.29 140.16%
4004 Canvass Expense -817.60 -1,000.00 -182.40 81.76%
4100 Pledge Income
4001 Pledge 731,235.38 751,820.00 20,584.62 97.26%
4006 Uncollectible Pledge Income -37,591.00 -37,591.00 0.00% Always calculated at 5% of pledge
4007 Post-Canvass Pledge Income 13,380.54 24,000.00 10,619.46 55.75%
4601 Prior Year Pledge 9,340.50 6,000.00 -3,340.50 155.68%
Total 4100 Pledge Income $753,956.42 $ 744,229.00 -$ 9,727.42 101.31%
Total 4000 Canvass & Offering $788,852.07 $ 771,229.00 -$ 17,623.07 102.29% Aiming for 95-100%
4300 Music Income
4301 Chalice Concert Revenue 8,878.13 10,000.00 1,121.87 88.78%
4302 Chalice Concert Expense -4,897.19 -3,500.00 1,397.19 139.92%
Total 4300 Music Income $ 3,980.94 $ 6,500.00 $ 2,519.06 61.25%
4400 Fundraisers
Auction
4401 Auction Revenue 45,493.27 46,000.00 506.73 98.90%
4402 Auction Expense -2,307.42 -3,000.00 -692.58 76.91%
Total Auction $ 43,185.85 $ 43,000.00 -$ 185.85 100.43%
Bookstore 0.00
4203 Bookstore Revenue 2,196.97 3,000.00 803.03 73.23%
4204 Bookstore Expense -981.05 -2,250.00 -1,268.95 43.60%
Total Bookstore $ 1,215.92 $ 750.00 -$ 465.92 162.12%
Total 4400 Fundraisers $ 44,401.77 $ 43,750.00 -$ 651.77 101.49%
4500 Misc. Income
4502 OBIC Lawn Maintenance
4516 OBIC Lawn Maint Income 5,300.00 5,300.00 0.00 100.00%
4517 OBIC Lawn Maint Expenses -314.05 -100.00 214.05 314.05%
Total 4502 OBIC Lawn Maintenance $ 4,985.95 $ 5,200.00 $ 214.05 95.88%
4503 Interest Rec'd - Operating 648.43 500.00 -148.43 129.69%
4520 Endowment Disbursement 19,000.00 18,000.00 -1,000.00 105.56%
Total 4500 Misc. Income $ 24,634.38 $ 23,700.00 -$ 934.38 103.94%
Total Income $861,869.16 $ 845,179.00 -$ 16,690.16 101.97%
Gross Profit $861,869.16 $ 845,179.00 -$ 16,690.16 101.97%
33 June 2, 2019
Total
Actual Budget Remaining % of Budget
Expenses
5000 Ministry & Worship
5001 Guest Speakers & Ministers 350.00 500.00 150.00 70.00%
5004 Worship Supplies 631.58 200.00 -431.58 315.79%
5009 Livestreaming Worship 2,000.00 2,000.00 0.00%
5103 Coffee Hour Supplies 756.32 600.00 -156.32 126.05%
5104 I&U Training and Supplies 300.00 300.00 0.00%
5105 Karuna Ministry 150.00 150.00 0.00%
8023 Sound & Lighting Maint 182.19 200.00 17.81 91.10%
Music
5003 Guest Musicians 400.00 800.00 400.00 50.00%
5101 Music Supplies 2,513.12 2,000.00 -513.12 125.66%
5102 Music Maintenance 735.00 800.00 65.00 91.88%
Total Music $ 3,648.12 $ 3,600.00 -$ 48.12 101.34%
Total 5000 Ministry & Worship $ 5,568.21 $ 7,550.00 $ 1,981.79 73.75%
6000 Religious Education
6001 Meeting Expenses/Events 307.18 600.00 292.82 51.20%
6002 Arts, Crafts & Classroom Supps 955.76 1,100.00 144.24 86.89%
6005 Curriculum Materials 514.33 500.00 -14.33 102.87%
6006 Adult RE Program 41.28 500.00 458.72 8.26%
6010 RE - Administration 564.41 1,000.00 435.59 56.44%
6011 Teacher Training 507.55 500.00 -7.55 101.51%
6012 RE Professional Training 725.76 90.00 -635.76 806.40%
6014 RE Outreach Marketing Materials 114.94 200.00 85.06 57.47%
6016 Youth Program Activities 402.64 500.00 97.36 80.53%
6017 Our Whole Lives (OWL) 586.53 760.00 173.47 77.18%
Total 6000 Religious Education $ 4,720.38 $ 5,750.00 $ 1,029.62 82.09%
6500 Membership & Community Bldg
7001 Membership & Comm Bldg Exp 1,543.01 600.00 -943.01 257.17%
Total 6500 Membership & Community Bldg $ 1,543.01 $ 600.00 -$ 943.01 257.17%
6600 Visitors & New Members 6500 and 6600 together
6601 Visitors & New Members Expense 11.99 1,100.00 1,088.01 1.09% constitute the Membership
7007 Congregational Pamphlets 11.00 400.00 389.00 2.75% budget
Total 6600 Visitors & New Members $ 22.99 $ 1,500.00 $ 1,477.01 1.53%
7500 Communications & Info Tech
7403 Publicity & Advertising 816.86 1,500.00 683.14 54.46%
7407 Website Maintenance 360.00 700.00 340.00 51.43%
7408 Website Hosting 239.46 100.00 -139.46 239.46%
Total 7500 Communications & Info Tech $ 1,416.32 $ 2,300.00 $ 883.68 61.58%
7700 Leadership Development
8006 Bd of Trustees Expense 441.09 500.00 58.91 88.22%
8007 Leadership Development 1,468.22 500.00 -968.22 293.64%
Total 7700 Leadership Development $ 1,909.31 $ 1,000.00 -$ 909.31 190.93%
34 June 2, 2019
Total
Actual Budget Remaining % of Budget
8506 CCC Scholarships 1,745.29 1,750.00 4.71 99.73% OBIC's FY begins January 1, so for half of UUCC's fiscal year, we are making our best guesstimate of what our assessments will be. We are usually able to absorb any changes with ease.
Total 7800 Cradlerock Children's Center $ 1,745.29 $ 1,750.00 $ 4.71 99.73%
7900 Facilities Management / OBIC
8013 OBIC Assessment 104,265.77 110,000.00 5,734.23 94.79%
8029 OBIC Reserve 13,543.27 12,813.00 -730.27 105.70%
Total 7900 Facilities Management / OBIC $117,809.04 $ 122,813.00 $ 5,003.96 95.93%
8000 Administration
8001 Office Supplies 1,287.28 2,000.00 712.72 64.36%
8002 Duplicating 6,146.48 4,500.00 -1,646.48 136.59%
8003 Postage 812.56 900.00 87.44 90.28%
8005 Bank Fees 139.50 400.00 260.50 34.88%
8008 Insurance 8,327.00 3,500.00 -4,827.00 237.91%
8011 Equip/Softw/Maint. 13,972.87 4,500.00 -9,472.87 310.51%
8012 Telephone 669.36 700.00 30.64 95.62%
Total 8000 Administration $ 31,355.05 $ 16,500.00 -$ 14,855.05 190.03% Unbudgeted CPA and IT costs
8100 Debt Service
8025 Debt Srvc (Mortgage Interest) 66,034.55 66,600.00 565.45 99.15%
8036 Debt Service (WW Interest) 665.64 1,000.00 334.36 66.56%
Total 8100 Debt Service $ 66,700.19 $ 67,600.00 $ 899.81 98.67%
8500 Social Action Council
8504 Broad-Based SAC Project 9,607.44 4,200.00 -5,407.44 228.75%
8511 Bag Lunches 2,891.80 2,500.00 -391.80 115.67%
8512 Rise Against Hunger 2,900.00 2,900.00 0.00%
8513 Blessings in a Backpack -32.47 3,000.00 3,032.47 -1.08%
Total 8500 Social Action Council $ 12,466.77 $ 12,600.00 $ 133.23 98.94%
8600 PATH 2,500.00 2,500.00 0.00 100.00%
8700 Denominational Affairs
7301 UUA Assessment 12,600.00 12,600.00 0.00 100.00%
Total 8700 Denominational Affairs $ 12,600.00 $ 12,600.00 $ 0.00 100.00%
9500 Finance Council
9502 Pledge Collection (EFT) Fees 3,224.06 500.00 -2,724.06 644.81%
Total 9500 Finance Council $ 3,224.06 $ 500.00 -$ 2,724.06 644.81%
99000 Personnel
90010 Minister
90011 Salary - Minister 54,844.92 54,845.00 0.08 100.00%
90013 FB - Minister 0.00
900131 FB - Minister Retirement 9,743.27 9,565.00 -178.27 101.86%
900132 FB - Minister Life & Disability 2,083.18 1,927.00 -156.18 108.10%
Total 90013 FB - Minister $ 11,826.45 $ 11,492.00 -$ 334.45 102.91%
90014 Prof Exp - Minister 5,496.87 6,000.00 503.13 91.61%
90015 Housing - Minister 40,800.00 40,800.00 0.00 100.00%
Total 90010 Minister $112,968.24 $ 113,137.00 $ 168.76 99.85%
90020 Executive Director
35 June 2, 2019
Total
Actual Budget Remaining % of Budget
90022 FICA - Exec Dir 4,749.58 4,750.00 0.42 99.99%
90023 FB - Exec Dir 0.00
900231 FB - Exec Retirement 6,426.50 6,209.00 -217.50 103.50%
900232 FB - Exec Dir Life & LTD 805.36 745.00 -60.36 108.10%
900233 FB - Exec Dir Health Insurance 5,032.30 3,643.00 -1,389.30 138.14%
Total 90023 FB - Exec Dir $ 12,264.16 $ 10,597.00 -$ 1,667.16 115.73%
90024 Prof Exp - Exec Dir 1,014.69 2,000.00 985.31 50.73%
Total 90020 Executive Director $ 80,114.35 $ 79,433.00 -$ 681.35 100.86%
90030 DLRE
90031 Salary - DLRE 58,191.12 58,191.00 -0.12 100.00%
90032 FICA - DLRE 4,451.62 4,452.00 0.38 99.99%
90033 FB - DLRE 0.00
900331 FB - DLRE Retirement 6,029.73 5,819.00 -210.73 103.62%
900332 FB - DLRE Life & LTD 754.65 698.00 -56.65 108.12%
900333 DRE Health Insurance 6,836.18 5,623.00 -1,213.18 121.58%
Total 90033 FB - DLRE $ 13,620.56 $ 12,140.00 -$ 1,480.56 112.20%
90034 Prof Exp - DLRE 4,970.81 5,000.00 29.19 99.42%
Total 90030 DLRE $ 81,234.11 $ 79,783.00 -$ 1,451.11 101.82%
90040 Music Director
90041 Salary - Music Dir 33,999.94 34,000.00 0.06 100.00%
90042 FICA - Music Dir 2,600.99 2,601.00 0.01 100.00%
90043 FB - Music Dir 0.00
900431 FB - Music Dir Retirement 3,489.94 3,400.00 -89.94 102.65%
900432 FB - Mus Dir Life & LTD 438.46 408.00 -30.46 107.47%
Total 90043 FB - Music Dir $ 3,928.40 $ 3,808.00 -$ 120.40 103.16%
90044 Prof Exp - Music Dir 500.00 500.00 0.00 100.00%
Total 90040 Music Director $ 41,029.33 $ 40,909.00 -$ 120.33 100.29%
90060 Assoc Music Director
90061 Salary - Assoc MD 33,999.94 34,000.00 0.06 100.00%
90062 FICA - Assoc MD 2,600.99 2,601.00 0.01 100.00%
90063 FB - Associate Music Director 0.00 900631 FB - Assoc Music Dir Retirement 3,489.94 3,400.00 -89.94 102.65%
900632 FB - Assoc Music Dir Life & LTD 438.46 408.00 -30.46 107.47%
900633 FB - Assoc Music Dir Health 5,311.41 4,521.00 -790.41 117.48% Total 90063 FB - Associate Music Director $ 9,239.81 $ 8,329.00 -$ 910.81 110.94%
90064 Prof Exp - Assoc MD 500.00 500.00 0.00 100.00%
Total 90060 Assoc Music Director $ 46,340.74 $ 45,430.00 -$ 910.74 102.00%
90070 Sunday Attendant
90071 Salary - Sunday Attendant 15,916.50 17,000.00 1,083.50 93.63%
90072 FICA - Sunday Attendant 1,217.62 1,301.00 83.38 93.59%
Total 90070 Sunday Attendant $ 17,134.12 $ 18,301.00 $ 1,166.88 93.62% and Bookkeeper
90110 Youth Choir Director
90112 FICA - Youth Choir 300.33 277.00 -23.33 108.42%
36 June 2, 2019
Total
Actual Budget Remaining % of Budget Total 90110 Youth Choir Director $ 4,226.33 $ 3,898.00 -$ 328.33 108.42%
90150 Congregational Secretary
90151 Salary - Cong Secretary 30,580.00 26,520.00 -4,060.00 115.31%
90152 FICA - Cong Secretary 2,339.37 2,029.00 -310.37 115.30%
90153 FB - Cong Secretary 0.00
901531 FB - Cong Secretary Retirement 1,922.00 2,652.00 730.00 72.47%
901532 FB - Cong Secy Life & LTD 318.24 318.00 -0.24 100.08%
Total 90153 FB - Cong Secretary $ 2,240.24 $ 2,970.00 $ 729.76 75.43% Hours and hourly rate increased in 4th quarter Total 90150 Congregational Secretary $ 35,159.61 $ 31,519.00 -$ 3,640.61 111.55%
90160 Youth Director
90161 Salary - Youth Director 21,420.10 21,420.00 -0.10 100.00%
90162 FICA - Youth Director 1,638.64 1,639.00 0.36 99.98%
90163 FB - Youth Dir Retirement 1,977.25 2,142.00 164.75 92.31%
90164 Youth Director - LTD 257.04 257.00 -0.04 100.02%
90165 Youth Director - Health Insurance 4,002.08 3,693.00 -309.08 108.37%
Total 90160 Youth Director $ 29,295.11 $ 29,151.00 -$ 144.11 100.49%
90190 Assistant Minister
90191 Salary - Assistant Minister 50,650.08 50,650.00 -0.08 100.00%
90192 FICA - Assistant Minister 3,874.73 3,875.00 0.27 99.99%
90194 Prof Exp - Assistant Minister 3,999.00 4,000.00 1.00 99.98%
90195 FB - Asst Minister Retirement 4,881.01 5,065.00 183.99 96.37%
90196 FB - Asst Minister Life & LTD 642.50 608.00 -34.50 105.67%
Total 90190 Assistant Minister $ 64,047.32 $ 64,198.00 $ 150.68 99.77%
90200 Casual Labor
90201 Nursery 5,062.02 4,200.00 -862.02 120.52% Added nursery care during some Adult RE classes Total 90200 Casual Labor $ 5,062.02 $ 4,200.00 -$ 862.02 120.52%
90210 LGL Assistant
90211 Salary - LGL Assistant 17,654.50 17,340.00 -314.50 101.81%
90212 FICA - LGL Assistant 1,350.57 1,327.00 -23.57 101.78%
Total 90210 LGL Assistant $ 19,005.07 $ 18,667.00 -$ 338.07 101.81%
99900 Miscellaneous Personnel
99002 Payroll Expenses 3,411.31 2,000.00 -1,411.31 170.57%
99999 Personnel Contingency 8,232.32 2,990.00 -5,242.32 275.33% Severance and unemployment for K. Lundgren Total 99900 Miscellaneous Personnel $ 11,643.63 $ 4,990.00 -$ 6,653.63 233.34%
Total 99000 Personnel $547,259.98 $ 533,616.00 -$ 13,643.98 102.56%
Total Expenses $810,840.60 $ 789,179.00 -$ 21,661.60 102.74%
Net Operating Income $ 51,028.56 $ 56,000.00 $ 4,971.44 91.12%
Other Expenses
Debt Service Other Expense
8031 Debt Srvc (Principal) 45,108.95 36,000.00 -9,108.95 125.30%
8035 Debt Service (WW P&I Set-Aside) 20,000.00 20,000.00 0.00 100.00% 1st of 3 years of set-aside to pay off last of Win Win notes Total Debt Service Other Expense $ 65,108.95 $ 56,000.00 -$ 9,108.95 116.27%
Total Other Expenses $ 65,108.95 $ 56,000.00 -$ 9,108.95 116.27%
Net Other Income -$65,108.95 -$ 56,000.00 $ 9,108.95 116.27%
Net Income -$14,080.39 $ 0.00 $ 14,080.39
37 June 2, 2019
Unitarian Universalist Congregation of Columbia
Balance Sheet as of June 30, 2018
Total
ASSETS
Current Assets
Bank Accounts
1000 Operating Accounts 103.41
1003 Oper Surplus (Vanguard 2895) 5,460.22 To receive donations from Vanguard shareholders
1020 Operating Checking (PNC 8825) 2,855.59 Deposit account for Sunday offering cash
1024 Oper Checking (Howard 2787) 53,981.22 Main checking account
1025 Reserve (Howard 2760) 122,948.49
Operating reserve (includes funds in Long Term Restricted Accounts)
Total 1000 Operating Accounts $ 185,348.93
1200 Building Fund Accounts 0.00
1072 Building Fund (Howard 5772) 38,578.15
Total 1200 Building Fund Accounts $ 38,578.15
1300 Other Accounts
1004 Petty Cash 1.00
Total 1300 Other Accounts $ 1.00
Total Bank Accounts $ 223,928.08
Other Current Assets
1008 Scrip Inventory 17,410.00 Scrip cards on hand
1013 Scrip Receivable 2,300.00 Owed to UUCC by monthly scrip buyers
1015 Bookstore Inventory 2,260.45
1026 T. Rowe Price (567-3) 2,614.49
Total Other Current Assets $ 24,584.94
Total Current Assets $ 248,513.02
Fixed Assets
15000 Building Renovation 2,578,825.63 Accountant Scott Judge is working on updating this number
Total Fixed Assets $ 2,578,825.63
Other Assets
1500 Endowment Accounts
1302 Endowment (Neuberger) 176,479.52
1303 Endowment (Ariel Appreciation) 21,889.35
1305 Endowment (Parnassus) 132,756.95
1307 Endowment (Howard 2752) 1,162.95
1308 Endowment (Vanguard 0584/2895) 42,669.02
1309 Endowment (Vanguard 0569/2895) 44,222.19
38 June 2, 2019
Total 1500 Endowment Accounts $ 419,179.98
Total Other Assets $ 419,179.98
TOTAL ASSETS $ 3,246,518.63
LIABILITIES AND EQUITY
Liabilities
Current Liabilities
Credit Cards
2004 Capital One Credit Card 3,062.08 Monthly credit card charges accumulate here
Total Credit Cards $ 3,062.08
Other Current Liabilities
2001 Advance Pledges 38,001.18
These funds are journaled to Pledge (4001) at the beginning of the new FY
2006 Sales Tax Collected 121.92
2100 Payroll Liabilities 2,545.06
Federal Taxes (941/944) 3,320.30
Health Insurance (taxable) 478.12
Life Insurance 473.20
MD Income Tax 1,074.95
MetLife 241.24
Total 2100 Payroll Liabilities $ 8,132.87
Collected from payroll and then paid out to appropriate entity by UUCC or Intuit
2101 Payroll Liability (Retirement) 200.00
Total Other Current Liabilities $ 46,455.97
Total Current Liabilities $ 49,518.05
Long-Term Liabilities
2500 Renovation Mortgage 0.00
2501 Howard Bank construction loan -1893 1,498,175.07
Principal balance is about $1,426,000; awaiting Scott Judge's attention
Total 2500 Renovation Mortgage $ 1,498,175.07
2600 Self-Financing Liability
2606 S-F Liab 3 years 50,000.00 Remaining Win Win notes to be paid off in June 2020
Total 2600 Self-Financing Liability $ 50,000.00
Total Long-Term Liabilities $ 1,548,175.07
Total Liabilities $ 1,597,693.12
Equity
10000 Building Fund 996,005.55
10001 Architect Fees -318,726.90
4703 Building Fund Donations 2,549,645.04
8016 New Building Expense -419,374.81
8017 2014 Construction Contract -3,196,587.84
Total 10000 Building Fund -$ 389,038.96
3000 Opening Bal Equity 2,487.52
3001 Operating Fund Principal 1,986,344.70
39 June 2, 2019
3900 Short-Term Restricted Accounts -1,107.06
These accounts are for specific projects, trips, etc. They are not bound by a Fiscal Year. Funds go in and out as needed.
3903 Interfaith Youth Summit on Racial Justice 316.04
3906 YRUU -529.85
3907 Quest -2,655.84
3909 Quest 2015-2016 -624.89
3910 Quest 2016-2017 -998.80
3911 Quest 2017-18 -2,616.98
3913 Minister Discretion Fund 310.78
3914 Ordination -3,120.93
3928 Self-Financing -2,235.65
3929 Annual Camping Trip 2,827.71
3930 Music Pass-Thru -44.00
3935 Summer Camp 1,802.48
3936 Warm Welcome Shelter 305.30
3937 MAD Middle School Group 482.44
3941 Women's Retreat Account 145.14
3965 Capitol Pride 836.98
3980 50th Anniversary -145.62
3985 Conversations for Change -9,514.81
3996 Big Creek People In Action -42.27
3999 Clearing Account 8,360.03
Total 3900 Short-Term Restricted Accounts -$ 8,249.80
3950 Long-Term Restricted Accounts 7,117.54
These funds are all in the Operating Reserve (Howard 2760)
3919 Music Contingency Reserve Fund 4,120.42
3934 Sabbatical Reserve 2,499.05
3939 Music Instrument Repair Fund -285.00
3959 General Reserve Funds 16,391.21
Total 3950 Long-Term Restricted Accounts $ 29,843.22
Net Income 27,438.83
Total Equity $ 1,648,825.51
TOTAL LIABILITIES AND EQUITY $ 3,246,518.63
40 June 2, 2019
Owen Brown Interfaith Center (OBIC)
2018 Annual Report
2018 has been a year of transition, both planned and unplanned.
We started the year with hiring a new Building Manager, Tyrone Morton,
who started in mid-February, and saying goodbye to our Manager of
many years, Jim Stephens. Mid-year the OBIC Board President also
stepped down.
Financially OBIC finished in the black and there will be a refund given back
to the owning Congregations in 2019. Non-religious renters continue to be
a steady source of income and Cradlerock Children’s Center is again on
solid footing.
Some of the significant expenditures we had include replacement of the
front roof of the old building and a new OBIC sign. The Music room
humidity issues returned and a more permanent solution needs to be
found.
We hired the Mory Group to do bookkeeping, migrate our QuickBooks to
an online version (where OBIC officers will be able to view the accounts),
and help Mr. Morton with data entry and accounting issues.
Although there are still issues ahead, OBIC starts 2019 in good condition
both operationally and fiscally.
Respectfully yours,
Kevin Mercer, President, Owen Brown Interfaith Center Board of Directors
41 June 2, 2019
Owen Brown Interfaith Center (OBIC)
Financial Snapshot
As of December 31, 2018
Budget Actual
Major Income Categories
Rental Income $257,475 $313,160
Owner Congregation Assessments $144,087 $144,087
Total Income $419,808 $470,580
Major Expense Categories
Wages $227,108 $239,197
Building Occupancy/Maintenance $87,912 $102,650
Utilities $47,000 $51,306 Total Expenses $419,808 $430,441
Surplus (Being returned to the owning congregations in the form of a monthly assessment rebate in the proportion in which their 2018 assessments were paid – 93% UUCC and 7% CUMC.)
$40,139
Account Balances
Operating Balance $120,293
Reserve for Replacement Balance $69,873
42 June 2, 2019
43 June 2, 2019
Unitarian Universalist Congregation of Columbia
Annual Meeting Minutes Sunday, June 3, 2018
• Confirmation of Quorum – 146 members present or represented by proxy
(quorum met)
• Call to Order
• Opening Words- Laura Solomon
• Minutes from last year were reviewed and unanimously approved
• Report from President (Frank Hazzard)
• Report from the Treasurer (Robin Hessey for Jodi Brown)
Overall expenses tracking to budget, income is slightly ahead of budget,
primarily due to some pledge units pre-paying their pledges in Dec 2017,
$60K in win-win notes- plan to pay off by 2020. Members asked about
accounting details (total assets, allocation of building equity, “pre-
payment” of pledges in 2017 in anticipation of tax law changes).
• Report from Endowment Board
Many of us have assets that UUCC may be able to benefit from now
without having to affect those assets until we die. A 5-million-dollar fund,
“Wake Now Our Vision,” established by a UU congregation in New York,
will, for a limited time, match 10% of pledged funds. If members commit
to donating as little as one-half percent of an asset account upon death
to UUCC’s endowment fund, the endowment fund will receive $1000, or
more, in cash now. If you have already indicated UUCC as a beneficiary
in your will, make sure you tell us now, so we can have those future funds
matched in the next year (or until funds run out).
Join the “Wake Now Our Vision” via email, during Sunday coffee hour, or
online
https://uucolumbia.net/legacy
https://[email protected]
• Election of Board of Trustees members, Nominating Committee Members
and Endowment Board Members.
A call was made for additional nominations from the floor – none
Voting was by written ballot
Board of Trustees Note: Some board members have varying length terms
to stagger officers and trustees.
44 June 2, 2019
Tim Lattimer, 2nd VP (3-year term)
Wendy Ramsey, Treasurer (3-year term)
Ken Rock, Secretary (2-year term)
Amy Brooks, At-Large (1-year term)
Results: All new board of trustees members were elected by a vote of 137
“yes” and 9 abstentions.
Endowment Board
Jennie Fitzpatrick (3-year term)
Greg Seidman (3-year term)
Results: Both Endowment Board members were elected by a vote of 137
“yes” and 9 abstentions.
Nominating Committee
Laura Solomon (2-year term)
Stuart TenHoor (2-year term)
Results: Both Nominating Committee members were elected by a vote of
137 “yes” and 9 abstentions.
• Annual Budget Drive
Raised $739,000 in pledges- a decrease of about 2%. Pledging families
decreased from 319 to 277.
89 pledges = no change ($232k)
127 pledges = increase ($77k)
44 pledges = decrease ($58k)
17 new pledges = ($18k)
60 pledges “stopped” ($74k) = 5 moved, 5 waivers, 10 no longer
attending, 40 no response
We were not able to fully fund any of UUCC’s priorities that the
congregation established in January.
• 2018-2019 Budget
To balance the budget, the Board of Trustees chose to:
-Keep staff salaries at current levels
-Eliminate Youth Music Director Position
-Reduce program budgets by 50%
-Print an Order of Worship only (rest of content will be online)
-Increase the UUA Assessment by $3,000 (new “fair share” calculation for
UUA is 6.5% of our budget, which would be $57k)
-Fund Coffee Hour supplies
-Borrow $15,000 from the Operating Reserve
45 June 2, 2019
Members asked about several items:
o Plans for the children’s choir (Executive Team is addressing)
o Replenishing the Operating Reserve (will repay as soon as possible)
o Potential changes in staff health care and FICA costs (none
anticipated)
o Recommended Operating Reserve amount (3-6 months of
operating costs)
o Coffeehouse budget (not currently counted in overall budget
because money flows in and then immediately out to artists or
designated groups)
o 2018 OBIC Assessment (any surplus will be returned to owning
congregations)
o OBIC Reserve for Replacement amount (long-range
replacement/repair fund, determined by OBIC Board under
direction of Jim Caldiero)
o Interest rates (Executive Team will reassess possible changes, to
increase interest earned on existing assets)
o Cost of announcements in Order of Service (difficult for people
who do not use computers to access information, consider
assessing congregation’s preferred mode of receiving information
about UUCC events)
o Equity of across-the-board 50% budget cuts (discussion of implicit
congregational priorities, perceived “zero-sum game” of Religious
Education vs Social Action Council vs music vs Order of Service)
o UUA assessment (how many “fair share” congregations?)
o Cutting staff instead of cutting programs
o Adding staff to Social Action
o Decrease in RE numbers
o Individual direct contributions to child care for events
o Allocation of Second Sunday Outreach
o Efforts to increase membership as a way of increasing funding
o False dichotomy between RE and Social Action
Rev. Paige noted that there are people in the room who have not
pledged and wondered if they realized it. There seems to be a
disconnect in that they are engaged enough to attend an annual
meeting despite not pledging.
• Budget Approval
Vote to approve the 2018-19 budget
Voting via written ballots
Results: 139 “yes,” 6 “no,” and 1 abstention
46 June 2, 2019
• Strategic Plan: Executive Team/Board of Trustees
Get more information online at https://uucolumbia.net/governance
• Awards Presentation by Carla Gates
Backbone Winner: Mirtha McGovern
Generous Soul Winner: Flo Wagner
Bright Future Winner (youth): Micaela Lattimer
Unsung Hero Winner: Kristin Parrish-Eaton
• Town Hall Meeting
- Social Action is not even 1% of our budget and I think it should be
increased since it is a part of our UU Principles.
- It’s harder for older folks to use computers so the bulletin should be
printed.
- I’m very grateful for the board and the meetings in January.
- I’m wondering if there is another way to quantify ways we spend
money.
- Every 7 years we should revisit our mission/vision/covenant; I believe this
will help us get clear on our priorities.
- When we watch our youth step into awareness and activism, I realize
that it is also social action. There are so many ways to invest in our values.
-We used to pay extra for Adult RE and I am open to that again. The
board chose not to introduce RE fees because it felt it might exclude
some people and discourage participation
- I want to thank Frank and the Board for the professional nature of this
meeting, but there are many folks who aren’t here. I hope the Board will
make the effort for small group discussions moving forward with
budgetary decisions.
- We used to have Dessert Meetings in individual homes over a period of
time with rotating leadership in the meetings to ensure that everyone
participated.
- I’m amazed how much transition we’ve had and how we simply don’t
stop!
- I think a 3-year plan sounds like a great idea.
• Announcements
Next year’s annual meeting will be on Sunday, June 2, 2019, at 6:30 pm
Paige and Maureen gave Frank a gift and a big hug
• Adjournment
Motion to adjourn granted.
47 June 2, 2019
Annual Report June 2, 2019
