St. James' Episcopal Church--Eureka Springs, Arkansas

2008 Budget Proposal

January 4, 2008

INCOME AND EXPENSE

2006

2007

2007

2008

(Actual)

 

(Budgeted)

 

 

 

(Proposed)

Beginning checkbook balance

$23,023

$19,747

$19,747

$17,351

OPERATING INCOME

These are the funds that “pay the bills” and support regular planned operations of St. James.

6

Plate Offering:

$13,567

$14,000

$16,404

$17,000

7

Pledges:

$93,012

$104,522

$96,979

$107,288

52 pledges for $104,052 - anticipated giving of $7458 (pledges not yet signed, but based on last year's giving.) 2008 proposed is what is pledged plus $3236 of that anticipated.

9

Investment Income for Operations:

$57

$60

$55

$48

Interest earned from money in the operating account. 2008 balance in operating account willprobably be lower so perhaps $4/mo instead of $4.50

10

Other Operating Income:

$710

$500

$1,680

$700

Misc income, special Christmas & Easter offerings listed here. 2007 includes one gift of $1300.

12

Unrestricted Legacies and Bequests

$383

$300

$383

$383

FE Thomas account is only current fund sending bequest money.

13

Grants from Diocese:

$19,000

$7,000

$7,000

$0

No grants will be requested in 2008

(Line B) TOTAL OPERATING INCOME

$126,729

$126,382

$122,500

$125,419

Diocesan assessment for 2008 is 10% of anticipated 2008 income plus pledges to any designated dicesan projects beyond that. Vestry pledged $500 to Camp Mitchell in 2008.

NON-OPERATING INCOME

These are typically designated funds for improving and maintaining our facility, developing new programs that may eventually become part of the regular operation, and funds held in reserve.  If reserve funds are converted to operating use, they are then shown as operating income and assessed by the diocese

15

Gifts to Building & Capital Fund:

$600

$600

$500

$450

One member consistently gives the budgeted amount.

Gifts to Organ Fund:

$3,932

$4,000

$236

$0

$1450 in Nov/Dec 2006, just $235 in 2007. If concerts given in 2008, will we continue an organ fund? If so, for what use? Or should these funds go to outreach or ???

17

Investment Income Bldg &Cap Fnds:

returned to fund account

$46

$64

$92

$80

This is the designated fund 949115. Expect 20/quarter int- due to 2008 lower balance

19

Designated – Non-operating Gifts:

$2,020

$2,000

$1,951

$1,000

2007 gifts to memorial fund $310 & Christmas designated for ABC & needy family

Investment Inc from Non-operating Funds

$3,442

$4,600

$4,714

$3,250

2007 includes 3 mo CD ($758) & 12 mo CD ($3913) & mem fund int ($43).  2008 will have one 9 mo CD, $73,916 invested at 5.25%. CD & mem fund interest reinvested in each account

21

Outreach Grants & Fund Raiser:

$5,869

$6,350

$13,724

$4,100

In 2007 received $458 for parking lot, $3052 for poinsettia, $65 for t-shirt, yard sale 2674. In addition, $7475 was transferred in from the des fund to cover the op acct for these expenditures. 2008 estimate based on poinsettia (3800) and 300 parking lot. 2008 - 1/2 of poin will go to habitat for humanity

22

Funds to Transmit to other Organizations:   

$25,542

$6,000

$33,373

$1,000

2007 = $850 to uganda, $818 to PDF, $90 to ECW, Bishops purse $25, prepaid pledges in & out.  Plus CD proceeds of $24,374.60 deposited into op acct on 8/10/07, used mainly for organ rebuild.

(Line C)TOTAL NON-OPERATING INCOME

$41,451

$19,614

$54,591

$9,880

(Line D) TOTAL INCOME:

$168,180

$149,996

$177,091

$135,299

OPERATING EXPENSES

Program Expenses:

Funding for what we DO – worship, outreach, service, and education

27

Commitment to Diocese:

$17,245

$18,759

$18,759

$13,042

2008 commitment $500 camp mitchell plus 10 % expected income of $125,419 (1,086.83/month)

28

MDG

$555

$1,425

$1,425

$878

2007 figure includes gift to Pueblo of $1225 and rent for needy family: MDG=.7% x  2008 anticipated income @125,419 = 878

28a

Priest Discretionary Fund

$1,200.00

$1,583

$1,200

In '07- $383 rent

29

Congregational Development:

Day by Day, tracts

$454

$700

$107

$0

include in Christian formation - adult in 2008

31

Communications:

$902

$1,000

$833

$1,100

Newsletters, mailings, ads, printing, website registration fee

32

Christian Formation: Children:

Mat. for children’s ed.

$219

$400

$1,271

$100

33

Christian Formation: Adults:

Materials for adult ed.

$369

$400

$55

$1,000

includes Anglica Digest & books

34

Music & Choir:

$54

$400

$410

$400

Purchase sheet music and choir supplies

35

Youth Work

$237

$700

$0

$100

SHIFT has been self-sufficient

36

Altar Supplies and Flowers:

$678

$680

$511

$800

flowers, wine, wicks, hosts, wafers, lites, cloths

37

Liturgical Supplies:

$327

$750

$720

$650

Insert costs, printing

38

Diocesan Convention:

$1,001

$1,200

$696

$900

Potential increased diocesan activity in 2006 with election of bishop and General Convention

39

Stewardship:

$1,304

$1,700

$540

$600

includes offering envelopes for 2 years, $98