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HOLLYWOOD The Ninety-Ninth Annual Parish Meeting of St. Thomas the Apostle, Hollywood in the Diocese of Los Angeles 27 January 2019 Parish Incorporated 1920
HOLLYWOOD
The Ninety-Ninth Annual Parish Meeting of St. Thomas the Apostle, Hollywood
in the Diocese of Los Angeles
27 January 2019
Parish Incorporated 1920
HOLLYWOOD
2019 ANNUAL PARISH MEETING 27 January 2019
AGENDA 1. Opening Prayer
2. Reading of the Canons (Motion to Dispense)
3. Faithful Departed Parishioners
4. Approval of 2018 Annual Parish Meeting Minutes
5. Vestry Elections a. Debby Driscoll, Chris Fernicola, Jan Quanbeck, and Ed Tosca
6. Diocesan Convention Delegate Elections a. Nominated Delegates: Fr. Nathan Vail, Randy Williams, Len
Leatherwood, and Joseph Warren b. Nominated Alternates: vacancy and vacancy
7. Rector’s Report
8. Rector’s Warden’s Report
9. Committee Reports a. Community Stewardship b. Congregational Stewardship c. Music Stewardship d. Stewardship of Facility e. Stewardship of Faith and Knowledge
10. Treasurer’s Report
11. Announcements
12. Closing Prayer, Hymn and Blessing
From the Constitution and Canons of the Diocese of Los Angeles
Canon IV 4.04 The following shall be qualified voters:
Any person sixteen years of age or over and attendant upon the services of the Parish, who for the previous twelve (12) months shall have been registered upon the Parish rolls as a baptized communicant in good standing of that Parish.
The effective date of the Canon shall be January 1, 2016. (AMENDED February 11, 1972; December 4, 1998; and December 7, 2014)
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NECROLOGY
Faithful departed parishioners who have died since the ninety-eighth
Annual Meeting
Fr. Harold Anderson, Priest
Donald Cummings
Kathy De Grandis-Grant
Jack Linehan
requiem Æternam dona eis, O domine.
et lux perpetua luceat eis.
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ST. THOMAS THE APOSTLE, HOLLYWOOD MINUTES OF 98th ANNUAL PARISH MEETING
Sunday 28 January 2018 Attendees: 64 voting parishioners of St. Thomas the Apostle (quorum). Call to Order: 12:44 P.M. Opening Prayer: Canon Davies Reading of the Canons: Mr. Clint Gray moved to dispense with the reading of selected sections of the Constitution and Canons of the Diocese of Los Angeles re: qualified voters.
o 2nd: Mr. Scott Crowell. o Motion passed unanimously.
Faithful Departed Parishioners: Attendees observed a moment of prayerful silence in honor of the faithful departed parishioners and supporters of St. Thomas who have died since the 97th Annual Parish Meeting:
o Blair Barshinger, RIP; o David “Skip” Beals, RIP; o Bp. Frederick H. Borsch, RIP; o Elizabeth Buckingham, RIP.; o Robert Dilley, RIP; o Leslie Allen Ferry, RIP; o Rosalva Garcia, RIP; o Tom Gerlits, RIP; o Fr. Addison Groff, RIP; o Charlotte Palacios, RIP; o Matthew Peter Francis Smith, RIP; o Marjorie Olman Sturmer, RIP; o Mary Elizabeth Wagner, RIP.
Requiem aeternam dona eis, Domine, et lux perpetua luceat eis. Approval of Minutes: Mr. Stan Shipley moved to approve the proposed minutes of the 97th Annual Parish Meeting held on 22 January 2017.
o 2nd: Mr. Randy Oglesby. o Motion passed unanimously.
Election of Vestry Members: Four candidates were elected by the parish to fill the vacancies of the four Vestry members whose triennial terms end with the 98th Annual Parish Meeting. The candidates elected were:
o Mr. Rodney Borr;
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o Mr. Artur Grigorian; o Mr. Stephen Kemp; and o Mr. Randy Williams.
Election of Diocesan Convention Delegates: Four candidates were nominated to serve as delegates, and two to serve as alternate delegates, to the Diocesan Convention to be held in December 2018. The candidates elected were:
o Ms. Len Leatherwood; o Mr. Randy Oglesby; o Ms. Jan Quanbeck; o Mr. Joseph Warren; o Mr. John Schleif (alternate); and o Mr. or Ms. Yet To Be Determined (alternate).
Mr. Scott Crowell moved to accept by acclamation the proposed roster of Convention delegates and alternates.
o 2nd: Mr. Clint Gray. o Motion passed unanimously.
The Rector’s Report: Report submitted in writing. Additionally, Canon Davies acknowledged and thanked the outgoing Vestry members, whose triennial terms ended with the 2018 Annual Parish Meeting, for their service to St. Thomas:
o Mr. David Anderson; o Ms. Debbie Driscoll; o Mr. Ben Pratt; o Mr. Robert Jones.
The Rector’s Warden’s Report: Report submitted in writing, no discussion. The Treasurer’s Report: Mr. John Schleif reported in detail on the status of the Capital Campaign, the parish budget at the close of 2017, and the budget proposed for 2018.
o Mr. Schleif outlined the three major sources of income for St. Thomas: (1) stewardship gifts; (2) designated funds; and (3) Endowment Fund income.
o 2017 Financial Review/Summary: As of 31 December 2017, St. Thomas showed $455,042.37 in gifts received (including Reserve), and the same amount in ministries funded, for a break-even balance.
o 2018 Proposed Budget: 2018 Gifts: $449,064.00 in gifts and other income projected, a 3%
decrease from 2017. Gross pledges submitted were $274,122, a 12% increase in pledge units and a 10% increase in pledge dollars over 2017. 80% of pledges are new, increased or remained the same. A 4% fall-off rate is budgeted for 2018.
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2018 Proposed Funding: $449,064.00 in salaries, ministries, expenses, and Mission Share to be funded in 2018.
After discussion was held and questions posed to and answered by the Treasurer, Dr. Byron Adams moved to accept the Treasurer’s Report and the proposed budget for 2018.
o 2nd: Mr. Robert Miller. o Motion passed unanimously.
Committee Reports: Mr. Clint Gray moved to accept the Committee Reports by title.
o 2nd: Canon John Crean. o Motion passed unanimously.
Appointment of Rector’s Warden: Canon Davies announced that in 2018 Mr. Ray Beaty will continue to serve as Rector’s Warden. Congratulations to Mr. Beaty on his appointment. Announcements Closing Hymn Closing Prayer: Canon Davies Meeting Adjourned: 1:53 p.m. Respectfully submitted, Stephen Kemp Clerk of the Vestry
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Report of the Rector, Canon Ian E. Davies,
Ninety-ninth Annual Parish Meeting of the Parish & Church of St Thomas, Hollywood
“Called by God to be a holy place, where love is found, where all are named and where hearts are freed to change the world.” Parish Mission
Statement.
In an age of profound uncertainty St Thomas the Apostle, Hollywood, witnesses to the consistent, hard-won faith of many generations as a living, breathing reality; in each aspect of our parish’s life we see that faith at work in diverse and multiple ways. From the celebrations in marriages, anniversaries, baptisms, the regular Daily Offices, Masses, Requiem Masses, festivals and seasons through each volunteer we are a truly blessed and vibrant community of faith. As our parish begins our one hundredth year of Episcopal witness in this part of Hollywood I am very conscious that 2018 brought considerable change to our people. The Right Reverend Nick Baines, the Bishop of Leeds in the Church of England, recently wrote: “In brief, the current world order is perceived to be changing, with a rapidity that leaves people feeling out of control. Like “post-modernism”, we know what we are “post”: what we are leaving behind; but we do not know what we are “pre”: what sort of an order (or disorder) we are creating. This uncertainty creates fear, and fear is not the best motivator for individual or collective behaviour. In the midst of uncertainty and loss, change and innovation I am reminded over and over again of the commitment, dedication and engagement of each of you. I place on record my personal gratitude to each and every single volunteer, friend, fellow-traveller, guest, visitor and colleague. APM Page 9
The Reverend Walter S. Johnson gives unfailingly of himself even after his official ‘age of retirement’ (!) and today marks a particular occasion of thanksgiving for his devout Diaconal ministry. I also wish to thank Fr Stuart, Canon Crean, the outgoing Vestry members, Joseph Warren the Administrator, Anahi Van Zandweghe the Bookkeeper, office volunteers, Christopher Rose, the Chambers of Commerce, Breakfast Club volunteers & guests, the City of West Hollywood Social Services Department, Danny Maseng & Makom LA, Rabbi John Rosove (in his final year of ministry) & the people of Temple Israel of Hollywood, Dr Jeffrey Parola and our musicians, guest artistes, the Greeters & Sidespeople, Acolytes, Altar Guild, Daily Office & Rosary Officiants, the Cell of Our Lady of Walsingham & Secretary John Thornbury, cleaners, polishers, Lectors, hospitality volunteers & coordinators. There are many more individuals and groups who contribute to the life of our parish and it is not possible to name or mention them all: but none of our life together would be possible without the commitment of our Parish Officers, the Wardens, Ray Beaty & Wendy Chambers, the Treasurer John Schleif and, of course the Parish Clerk, Stephen Kemp. Each of you put me in mind of some words written by St Aelred, the Abbot of Riveaulx in the twelfth century. “A friend is called the guardian of love, or as some prefer, the guardian of the soul itself. Why? Because it is proper for my friend to be the guardian of mutual love or of my very soul, that he may in loyal silence protect all the secrets of my spirit and may bear and endure according to his ability anything wicked he sees in my soul. For the friend will rejoice with my soul rejoicing, grieve with it grieving, and feel that everything that belongs to a friend belongs to himself. APM Page 10
Friendship is that virtue, therefore, through which by a covenant of sweetest love our very spirits are united, and from many are made one. Hence even the philosophers of this world placed friendship not among the accidents of mortal life but among the virtues that are eternal.” (De spirituali amicitia, 1164)
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rector’s warden’s report
In my final term as Rector's Warden, I would like to express my appreciation for having the opportunity to serve St. Thomas the Apostle, Hollywood. Over the past three years, I have been continually impressed with the hard work that occurs in every part of our church, ranging from the clergy to the staff to the parishioners. Our parish is filled with people who are dedicated and caring, which is demonstrated by the work that is done all across the church. Here are some highlights from this past year:
- Our excellent music program and choir guiding by Jeffrey’s able hand. - The ongoing restoration of our organ facilitated by Weston’s expertise. - Our longstanding Homeless Outreach programs, which include not only our
“Breakfast Club,” but also twice monthly food sent downtown to Skid Row. - Our flourishing Health outreach programs (many in conjunction with the
Breakfast program), providing health assessments, foot care, vision tests, flu shots, shoes, clothing, and the handing out of toiletries.
- Multiple parish services provided in conjunction with the West Hollywood grant.
- Ongoing Improvements and necessary repairs to grounds and facilities. - The loving and steady work of our clergy in liturgy, education and pastoral
care. - Joseph's continued diligence and willingness to go above and beyond as our
parish administrator. - The seen and unseen work done by all of our parish volunteers to keep every
program running smoothly, in both holiday and ordinary times. - Strong numbers at all of our Easter and Christmas masses. - The many friendships and quiet support that nurtures all of us as members of
this parish family. Thank you all for your hard work, dedication, and kindness. St. Thomas the Apostle, Hollywood needs every one of us to bring our variety of skills to the church to fulfill its mission. With our collective effort, our parish can continue to grow and thrive. Respectfully submitted, Ray Beaty
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Congregational Stewardship
St. Martin's Guild - not in existence for more than one year now Hospitality - Hospitality continues to go well. Thanks to many generous parishioners and volunteers, we continue to put together coffee hour twice every Sunday and receptions for frequent LASchola concerts and other events. We would especially like to acknowledge Kim Pope, Shirley Taylor, our wonderful choir, Jolin Crofts, Clark Dilley, Joan Henehan, Jenny Williams, Jan Quanbeck, Chris Wagner, Ben Pratt and John Schlief for their generous support for the Coffee Hours. We must also thank and acknowledge the volunteers who have worked tirelessly to manage the music concert receptions, particularly Rodney Borr, Ed Tosca, Artur Grigorian, Christopher White, Nora Hammond and numerous others on the Hospitality Team. Great work all! We're always seeking volunteers! If you wish to help with either coffee hour or concert receptions, please speak with Ron Rosato at (310) 968-9568 or email him at [email protected]. We would love to have your help and support with future events.
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2019 Annual Parish MeetingM u s i c C o m m i t t e e R e p o r t
Organ ProjectOur Organ Builder, Mr. Weston Harris, continues work on the Organ Project. The walls in the nave ofthe church were resurfaced in late November and early December to improve the acoustics of thebuilding. The State Trumpets in the back of the church have been removed for refurbishment, and inApril, the new organ console will be installed. Mr. Harris states that the entire Organ Project will befinished in 2020.
Choir2018 was a great year for the Choir! Repertoire highlights include the Missa Brevis in G Major byJoseph Haydn for Epiphany/Eastertide/he Patronal Feast Day, a plainchant Mass setting, FranzSchubert's Deutsche Messe, Jeffrey Parola's Missa Simplex, Haydn's Missa Sancti Nicolai forChristmas, and Gabriel Fauré's Requiem for All Souls'. 2018 anthems spanned the centuries, from theancient to the new, by composers Thomas Morley, Thomas Tallis, Luca Marenzio, Tomás Luis deVictoria, Henry Purcell, Antonio Vivaldi, J.S. Bach, G.F. Händel, W.A. Mozart, Jan Zelenka, FelixMendelssohn, Edward Elgar, Amy Beach, Ralph Vaughan Williams, Boris Ord, John Rutter, DavidConte, Ola Gjeilo, and several works by our very own Dr. Byron Adams.
Though the budget at present funds two section leaders, 2018 marked the first year with a full quartetof section leaders in the St. Thomas Choir, thanks to generous donations given by parishioners to theDesignated Music Fund. Because the Fund was used to support a full quartet of section leaders thisyear, instrumentalists were not hired for Midnight Mass 2018.
The choir performed its annual concert on 2 June, which was a tremendous achievement and successfor the ensemble. The event was well-attended and raised funds for the Designated Music Fund.
The St. Thomas Choir is currently 13 voices strong: 3 sopranos, 4 altos, 3 tenors, and 3 basses. Asmentioned above, we are fortunate to have four paid singers in the choir, each of whom are verytalented and lovely people, and we are proud to have them as an integral part of our community: Ms.Anne Walsh (soprano), Mr. Bradley Sharpe (countertenor), Mr. Anthony Ray (tenor), and Mr.Benjamin Howard (bass). We lost Ms. Eleen Hsu-Wentlandt (alto) due to professional commitmentsand Dr. Brian Witkowski(bass), who moved to Arizona. Our newest section leaders are Mr. Sharpe,from Corona, CA, and Mr. Howard, a native of Los Angeles.
Our newest volunteer is Dr. Joan Valentine, who successfully auditioned and became a member of theChoir in the fall of 2018. Dr. Valentine is a wonderful addition to our team!
The choir aspires to have 16 total voices, with 4 voices on each part. The Master of the Music is alwaysrecruiting.
In December, the annual Christmas Sing-a-long and Choir Boutique raised over $900.
LAScholaIn 2018, the LASchola provided music for four services: Latin Vigil Mass on 3 February (8 voicessinging the music of W.A. Mozart, conducted by Dr. Christopher Gravis), Evensong & Benediction on28 April (16 voices singing assorted music, conducted by Mr. James Casey), Latin Vigil Mass on 13
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October (8 voices singing the music of Healey Willan, conducted by Dr. Ruben Valenzuela), andAdvent Lessons & Carols on 15 December (16 voices singing festive Advent music, conducted by Mr.Jae Park).
Master of the Music and Other Musicians Dr. Jeffrey Parola is enjoying his work as Master of the Music with the St. Thomas Choir. He is alwayslooking to bring the music program to new heights, in order to enhance the liturgical prayer of theParish, and to promote excellence in the Arts at St. Thomas.
Mr. Michael Hayden and his Mira Costa High School Vocal Ensemble and Advanced Women'sChorale presented an eclectic program of fabulous music at St. Thomas on 5 May. The concert featuredmusic by Giovanni Palestrina, Jacob Handl, William Bennett, Charles Villers Stanford, Dan Gawthrop,Z Randall Stroope and Norman Dello Joio.
On 17 June, Sunset ChamberFest presented its 5th annual performance at St. Thomas, featuringchamber music played by top-notch performers. Repertoire included Sophie Mathieu's Departure(world premiere), Warren Benson's Moon Rain and Memory Jane (west coast premiere), Rylan Daniels'Alien Ritual (world premiere), and Pyotr Ilyich Tchaikovsky's Souvenir de Florence.
On 26 August, Drs. Brett Banducci and Jeffrey Parola presented a concert of 8 world premieres forviola and organ, written by them and their students: Mr. Gary Bonner, Mr. Daniel Cerna, Mr. AdamKarelin, Mr, Andrew Leggett, Mr. Spencer Lemann, and Mr. Aiden Vass.
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Stewardship of Facility
In the past year, repairs and maintenance to the facilities included the following: 1) Installation of a seismic valve at the rectory, 2) Re-texturing of church walls as part of the ongoing organ project, and 3) Assessment and repairs to stained glass throughout the church by R.D. Gibbs
& Co. (official work commences January 28th). Pending projects include:
1) Replacing damaged parking curbs, 2) Repairing sliding doors to the Parish Hall, and 3) Replacing the faded red signage boards.
Lighting continues to be an issue that will be addressed most effectively with a major upgrade to the existing infrastructure. This will be an expensive undertaking, and we hope that the generosity of parishioners will allow this to be included in a future budget. In the meantime, accessible lightbulbs will be replaced, and cost-effective measures for improving interior lighting will be explored. We are truly appreciative for the efforts of Christopher Rose and a part-time cleaning crew to help keep up the church and Parish Hall in the final quarter of 2018, after the departure of the Sexton. We continue to explore the best options for general cleaning needs and for supporting the efforts of our tireless hospitality committee. Everyone’s help is essential and greatly appreciated, whether it is picking up a stray piece of trash, or staying after an event to help tidy up. Enormous thanks to Ray for his endless dedication as Rector’s Warden. His support behind the scenes has been immeasurable, and he will be missed. Respectfully submitted, Wendy Chambers People’s Warden
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COMMUNITY stewardship STEWARDSHIP of faith & knowledge
Reports pending
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Accrual Basis, Unaudited
ST THOMAS THE APOSTLE ENDOWMENT Balance Sheet
Dec 31, 2018
ASSETSCurrent Assets
INVESTMENTS 813,062.50
Total Current Assets 813,062.50
Other AssetsLIFE INSURANCE POLICIES 272,568.34TOBERMAN TRUST (HELD@WFB) 109,182.60
Total Other Assets 381,750.94
TOTAL ASSETS 1,194,813.44
LIABILITIES & EQUITYLiabilities
Current LiabilitiesDUE TO PARISH 65,000.00
Total Other Current Liabilities 65,000.00
Total Liabilities 65,000.00
EquityTotal Equity 1,129,813.44
TOTAL LIABILITIES & EQUITY 1,194,813.44
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St. Thomas the Apostle Treasurer’s Report Annual Parish Meeting 2019
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Financial Status – Fiscal Year 2018 At the end of 2018, my second year as your treasurer, I couldn’t help but again reflect on what a wonderful community we are at St. Thomas the Apostle. We are real people, diverse and
gifted, on our path to the Divine. I have been personally blessed and humbled to be part of this community of faith and service and have felt love and warmth here that I’ve not felt before in my life. My colleagues’ reports will highlight the year’s accomplishments, all made possible by your support and sacrifice. Thank you for your caring and generosity. I would like to acknowledge and thank Canon Davies, Canon Crean, and Deacon Johnson, as well as my fellow officers and the entire Vestry for their support in my second year as Treasurer. I am grateful to the volunteers in the parish office for all their help, especially Carolyn Olman and Joan Henehan. I am deeply indebted to Joseph Warren for managing the many tiny details of our fiscal affairs with such knowledge and skill. Having sat with him in the office with some frequency, I’ve seen firsthand how he manages the operations of the parish, keeps things running smoothly, and saves us money. He is one-of-a-kind, and a gift to any Treasurer! I also extend my thanks to Anahi Van Zandweghe, our bookkeeper, whose meticulous work and advice help us to assure proper financial controls, which has been one of my emphases during my tenure. The excellent work of the entire team allows us, now just a few weeks into this new year, to close-out the prior year. That is a remarkable feat! Capital Campaign In 2014, we launched a Capital Campaign, primarily to fund a much-needed Organ Project. Additional projects in the campaign included heating and air conditioning for the church, a kitchen upgrade, increased security measures for the facility, and stained-glass window repairs and restoration.
Pledges were received in the amount of $721,936, due to be paid over a five-year period. 2018 was the fourth year of that funding period.
In 2018, we received $56,432 in pledge payments. Since the initiation of the campaign, we have received $625,094 of the $721,936 pledged.
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St. Thomas the Apostle Treasurer’s Report Annual Parish Meeting 2019
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Over the past three years, we have made significant progress with our beginning goals. We have spent $525,972 on:
• Organ Project ($368,152) • Kitchen Project ($60,918) • A/C and Heating Project ($25,661) • Capital Campaign Program Expenses ($51,894) • Loan Interest and Other Bank Charges ($19,347)
There is a current balance of $99,122 in our Capital Campaign accounts (see the Balance Sheet for restricted distributions). The Windows Project is scheduled to be performed by the end of January this year (weather permitting), and a significant amount will be spent this year on the continuation of the Organ Project. Our sincere thanks to 60% of our pledgers who have fulfilled their commitments at this point in time. 2018 Financial Review Last year, the budget decreased slightly over the prior year. This year the budget shows an additional 2% decrease. 2014 $395,000 2015 $409,580
2016 $455,061 2017 $463,474
2018 $449,604 2019 $439,004
The December 2018 Balance Sheet reflects the Assets and Liabilities of the Parish. At the end of December, there were no liabilities on the books. Additionally, several Designated Funds are in place. These designated funds operate under the auspices of the parish but are separately funded so that no General Fund dollars are used towards these projects.
The 2017 CPA review was completed with a few adjusting entries and was submitted to the Diocese as required by Canon Law.
The Parish continues to manage its resources well and has been able to maintain a small reserve fund from surpluses in past years. As budgeted, at the end of 2018, we withdrew $7,139 from the Reserve. The Reserve Fund balance at 31 December 2018 was $41,706. 2019’s budget does not draw from the Reserve! My hope is that we might be able again to add to this “rainy day” fund every year, as generosity might allow.
Approximately 14% of the Parish budget comes from renting the various facilities to third parties, such as “Anonymous” groups, film shoots, and
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St. Thomas the Apostle Treasurer’s Report Annual Parish Meeting 2019
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parking. No increase in rent was implemented this year for the Anonymous groups that meet regularly. In 2018, we entered into an agreement with a couple of location agencies that specializes in church rentals, and we are hopeful that this will bring in more film rentals in the coming year.
Every year, St. Thomas is blessed by the generosity of our members, who pledge a portion of their income. The natural ebb-and-flow of individual financial circumstances sees some people not able to fulfill the pledge commitment made. In the budgeting process this is known as the ‘fall-off’ and every year a percentage is built in based on prior years’ experiences and other economic factors. In 2018, we anticipated a 4% fall-off, but the actual was only 3%; therefore, for 2019, a 3% fall-off has been budgeted.
The Mission Share is based on actual income, which is reported every year to the Diocese via the Parochial Report. In accordance with the Resolution of the Special Convention of September 1996, the requested giving is 15% of the Parish’s reported actual income from two years prior; the minimum giving is 12%. Over the past few years, the Parish has increased its Mission Share; however, due to the budget reduction, in 2019 we are proposing maintaining the 12% minimum:
2013 3.5% 2014 10.0%
2015 12.0% 2016 13.0%
2017 14.0% 2018 12.0%
2019 12.0%
SUMMARY • $430,215 in gifts received (including Reserve) • $456,203 in ministries funded • $25,989 overage covered by balance in checking account
2019 Proposed BALANCED Budget – The Process The journey towards the 2019 budget began in June 2018 when John Bollard, Chris Wagner, and Joseph Warren attended a full day of Diocesan workshops on Budgeting, Stewardship, and Planned Giving led by Bp. Diane Bruce, The Episcopal Network, and The Episcopal Foundation, respectively. These workshops were very informative and allowed us to begin transitioning our Stewardship and Budgeting process to a more prayerful and productive model.
The Vestry is committed to being responsible stewards of the gifts you are providing to St. Thomas. We have been in communication and deliberation
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St. Thomas the Apostle Treasurer’s Report Annual Parish Meeting 2019
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with each other on these issues throughout the year. We have requested and been provided pastoral guidance on how to meet our fiscal and legal responsibility, while recognizing the importance of maintaining the ministries and staff that make St. Thomas who we are. 2018 Proposed BALANCED Budget - Summary
• $439,004 gifts projected. This is a $10,060 funding decrease from 2018 or approximately 2%. Since 2014 the budget has increased by $44,004 or 11%.
o Gross Pledges submitted were $278,911 10% decrease in pledge units 1% increase in pledge dollars 82% of pledges are new, increased or stayed the same
• 15 New Pledges (11%) • 55 Same Pledges (40%) • 42 Increasing Pledges (31%) • 25 Decreasing Pledges (18%)
Additional analysis enclosed at the end of the report. The fall-off rate has been volatile over the last few years:
Budget Year Budgeted Actual2014 6.0% 7.0%2015 7.0% 5.0%2016 6.0% 2.0%2017 5.0% 10.0%2018 4.0% 3.0%
2019 Proposed 3.0%
o Please see detailed budget for other assumptions
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St. Thomas the Apostle Treasurer’s Report Annual Parish Meeting 2019
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• $439,004 in Ministry costs are proposed to be funded in 2019. o Community Outreach is a new line in the budget and
(appropriately) the first line item in the budget. It is hopeful that this line will increase in the coming years.
o The Mission Share – the pledge that we as a Christian Community make to the Diocese – remains at 12%. Although we are still short of the Diocesan requested 15%, we still meet the Diocesan minimum.
o Significant cost savings were found in Accounting (an outside paid auditor is being replaced by an Audit Committee) and Security.
o In addition to what’s indicated in the budget, the fully-funded Music Program has been subsidized by an additional $15,000 gift to fund four section leaders as well as occasional guest instrumentalists.
o With Deacon Johnson’s retirement, the proposed budget eliminates the salaried position of Deacon. The Cleaning line in the budget replaces the salaried position of the Sexton. All remaining staff receive a 3.5% cost-of-living increase (Note: there were no increases for staff in the previous year’s budget).
o All other expenses remain consistent with last year.
It has been an honor to be of service as your Treasurer. Any good that we have achieved as a parish is due to your prayers, commitment, and financial support. As I mentioned earlier, financial controls and accountability are concepts I firmly embrace. I also believe that the financial situation of the parish needs to be transparent, and to that end, I welcome any and all questions.
Thank you for your support and trust.
Respectfully submitted, John Schleif Treasurer
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4:21 PM 01/14/19 Cash Basis
ST THOMAS THE APOSTLE EPISCOPAL CHURCH Balance Sheet
As of December 31, 2018Dec 31, 18 Notes
ASSETS
Current Assets
Checking/Savings
CITIZENS BUSINESS BANK-ORGAN 699.29 Designated FundUS BANK
1 - US BANK CHECKING 15,043.22 GENERAL FUNDBREAKFAST CLUB FUND 3,933.30 Designated FundCAPITAL CAMPAIGN FUND
GATES 3,522.00
GLASS WINDOWS 18,050.00
ORGAN PROJECT 59,602.78
OTHER 17,947.09
Total CAPITAL CAMPAIGN FUND 99,121.87 Designated FundCATECHUMEN FUND 880.74 Designated FundDISCRETIONARY FUND 151.64 Designated FundHEALTH MINISTRY FUND 1,010.61 Designated FundMUSIC FUND 4,198.68 Designated FundOUR LADY OF WALSINGHAM FUND 2,369.06 Designated FundPROFESSIONAL DEVELOPMENT FUND 7,686.09 Designated FundST AGNES GARDEN GUILD FUND 87.00 Designated FundST THOMAS FUND 41,705.79 Designated FundST. JUDE FUND 169.00 Designated Fund
Total US BANK 176,357.00
Total Checking/Savings 177,056.29 Reconciled to Bank StatementsOther Current Assets
ADVANCED PLEDGE -22,265.00 2019 Pledges PrepaidPETTY CASH
PETTY CASH-OFFICE 500.00
Total PETTY CASH 500.00
RETREATS RECEIVABLEVESTRY RETREAT 1,000.00 Deposit on 2019 Vestry Retreat
Total RETREATS RECEIVABLE 1,000.00
Total Other Current Assets -20,765.00
Total Current Assets 156,291.29
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4:21 PM 01/14/19 Cash Basis
ST THOMAS THE APOSTLE EPISCOPAL CHURCH Balance Sheet
As of December 31, 2018Dec 31, 18 Notes
Fixed Assets
BUILDING IMPROVEMENTS 56,774.00
BUILDINGS 2,534,504.00
CAP.IMPROVEMENTS-ELECTRICAL 42,911.07
CAPITAL IMPROVEMENTS-ACOUSTIC 175,290.84
CAPITAL IMPROVEMENTS-ORGAN 216,246.72
EQUIPMENT 416,484.00
FURNITURE 1,366.50
LAND 261,084.00
Total Fixed Assets 3,704,661.13TOTAL ASSETS 3,860,952.42
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Other Current LiabilitiesPayroll Liabilities 414.00
Total Other Current Liabilities 414.00
Total Current Liabilities 414.00
Total Liabilities 414.00
Equity
DESIGNATED & RESTRICTED 196,391.39
PROPERTY EQUITY ACCOUNT 3,215,767.28
Retained Earnings 551,634.75
Net Income -103,255.00 Balances out to P&L YTDTotal Equity 3,860,538.42
TOTAL LIABILITIES & EQUITY 3,860,952.42
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Treasurer’s Report – Summary
YTD Actual YTD Budget Over/(Under) Fund Bequests $40,000.00 $40,000.00 $0.00 Grants $10,251.00 $10,268.00 ($17.00)Non-Pledge Offerings $21,764.79 $25,000.00 ($3,235.21)Offerings (Easter & Christmas) $10,658.85 $12,000.00 ($1,341.15)Other Income $16,161.20 $17,000.00 ($838.80)Pledge Income $272,370.90 $265,657.00 $6,713.90 Rental Income $51,869.00 $72,000.00 ($20,131.00)Reserve Fund $7,139.00 $7,139.00 $0.00
$0.00
$50,000.00
$100,000.00
$150,000.00
$200,000.00
$250,000.00
$300,000.00
Fund Bequests Grants Non-PledgeOfferings
Offerings(Easter &
Christmas)
Other Income PledgeIncome
Rental Income Reserve Fund
YTD Actual YTD BudgetAPM Page 26
YTD Actual YTD Budget Over/(Under) Community $48,971.76 $48,971.76 $0.00 Congregation $5,242.54 $5,700.00 ($457.46)Facility & Operations $138,322.83 $137,054.79 $1,268.04 Faith & Knowledge $6,396.95 $6,425.00 ($28.05)Music $14,338.56 $14,450.00 ($111.44)Staff $242,930.78 $236,462.45 $6,468.33
$0.00
$50,000.00
$100,000.00
$150,000.00
$200,000.00
$250,000.00
Community Congregation Facility &Operations
Faith & Knowledge Music Staff
YTD Actual YTD Budget
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Dollars % of total Pledges % of total Dollars % of total Pledges % of total Dollars % of total Pledges % of totalUnder $1000 $23,661 8.48% 54 39.42% $21,694 7.91% 52 35.14% $1,967 0.71% 2 1.46%$1000 to $1999 $45,400 16.28% 36 26.28% $59,778 21.81% 48 32.43% ($14,378) -5.16% (12) -8.76%$2000 to $2999 $49,350 17.69% 21 15.33% $46,150 16.84% 20 13.51% $3,200 1.15% 1 0.73%$3000 to $3999 $29,040 10.41% 9 6.57% $32,360 11.80% 10 6.76% ($3,320) -1.19% (1) -0.73%$4000 to $7999 $68,360 24.51% 12 8.76% $79,300 28.93% 15 10.14% ($10,940) -3.92% (3) -2.19%$8000 to $9999 $9,100 3.26% 1 0.73% $8,840 3.22% 1 0.68% $260 0.09% 0 0.00%Over $10,000 $54,000 19.36% 4 2.92% $26,000 9.48% 2 1.35% $28,000 10.04% 2 1.46%
$278,911 100% 137 100% $274,122 100% 148 100% $4,789 1.72% (11) -8.03%
VARIANCE2017-18 PLEDGE CAMPAIGN2018-19 PLEDGE CAMPAIGN
ST. THOMAS PLEDGE ANALYSIS
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
$80,000
$90,000
Under$1000
$1000 to$1999
$2000 to$2999
$3000 to$3999
$4000 to$7999
$8000 to$9999
Over$10,000
2017-18
2018-19
0
10
20
30
40
50
60
Under$1000
$1000 to$1999
$2000 to$2999
$3000 to$3999
$4000 to$7999
$8000 to$9999
Over$10,000
2017-18
2018-19
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2018 Actuals to 2018 Approved Over / Under 2019 Notes RegardingGIFTS 12/31/2018 Modified Budget Budget to Actual Vestry Approved Budget Assumptions
Fund Bequests $40,000.00 $40,000.00 $0.00 $45,000.00 Endowment disbursementGrants $10,251.00 $10,268.00 ($17.00) $10,404.00 West Hollywood grantNon-Pledge Offering $21,764.79 $25,000.00 ($3,235.21) $22,000.00Christmas Offering $6,875.14 $7,000.00 ($124.86) $7,000.00Easter Offering $3,783.71 $5,000.00 ($1,216.29) $4,000.00Other Income $16,161.20 $17,000.00 ($838.80) $17,000.00 Ruston & Toberman Memorial accountsPledges (Current Year) $265,200.90 $263,157.00 $2,043.90 $268,600.00 assumes 3% fall-off of 137 pledges totaling $278,911Pledges (Prior Year) $7,170.00 $2,500.00 $4,670.00 $5,000.00Rental Income $51,869.00 $72,000.00 ($20,131.00) $60,000.00Reserve Fund $7,139.00 $7,139.00 $0.00 -$
TOTAL GIFTS $430,214.74 $449,064.00 ($18,849.26) $439,004.00
MINISTRIES
CommunityCommunity Outreach -$ -$ -$ $1,000.00Mission Share $48,971.76 $48,971.76 $0.00 $48,205.08 Mission Share to 12% of 2017 Parochial Report line "A"
CongregationAltar Guild $2,731.34 $2,500.00 $231.34 $2,500.00Other Clergy $2,511.20 $3,200.00 ($688.80) $4,750.00
FacilityBank Charges $1,716.13 $2,100.00 ($383.87) $1,700.00Copier Costs $7,889.39 $8,000.00 ($110.61) $8,000.00Exterminator $900.00 $900.00 $0.00 $900.00Gardening $3,560.00 $3,500.00 $60.00 $4,160.00Insurance $11,751.00 $12,250.00 ($499.00) $12,250.00Maintenance - General $12,820.70 $11,820.00 $1,000.70 $11,820.00Maintenance - Rectory $422.61 $1,760.00 ($1,337.39) $1,760.00Postage $469.51 $550.00 ($80.49) $550.00Accounting $22,750.00 $22,550.00 $200.00 $18,600.00 auditor transitions to committeeCleaning $11,372.00 $10,600.00 $772.00 $30,400.00Property Taxes $1,775.77 $2,000.00 ($224.23) $2,000.00Security $7,270.00 $6,600.00 $670.00 -$ Supplies $14,779.25 $14,824.79 ($45.54) $14,000.00Telephone $6,546.16 $5,100.00 $1,446.16 $5,000.00Utilities $29,274.47 $29,000.00 $274.47 $30,000.00Waste Removal $5,025.84 $5,500.00 ($474.16) $5,200.00
St. Thomas the Apotle, Hollywood2018 Actuals / 2019 Proposed Budget
unaudited
APM Page 26
2018 Actuals to 2018 Approved Over / Under 2019 Notes RegardingFaith & Knowledge 12/31/2018 Modified Budget Budget to Actual Vestry Approved Budget Assumptions
Books $571.60 $225.00 $346.60 $250.00Continuing Education $1,073.60 $1,500.00 ($426.40) $1,000.00Professional Development $1,000.00 $1,000.00 $0.00 $1,000.00 per Rector's contractStewardship Drive $501.75 $500.00 $1.75 $500.00Sunday School $3,250.00 $3,200.00 $50.00 $3,200.00
MusicOrganist $900.00 $900.00 $0.00 -$ substitue organistsOrgan Upkeep -$ -$ -$ 1,200.00$ Singers $13,200.00 $13,300.00 ($100.00) $16,600.00Sheet Music $238.56 $250.00 ($11.44) -$
StaffInsurance Benefits $21,180.67 $22,014.84 ($834.17) $23,063.04Payroll Expenses $11,954.25 $10,703.75 $1,250.50 $8,664.45 ER Taxes & Payroll ExpensesPension $29,097.12 $29,344.86 ($247.74) $27,127.03Salaries $177,698.74 $171,399.00 $6,299.74 $152,038.40 eliminates Deacon & Sexton; 3.5% COLA all othersWorker's Comp $3,000.00 $3,000.00 $0.00 $1,566.00
TOTAL MINISTIRES $456,203.42 $449,064.00 $7,139.42 $439,004.00
BALANCE ($25,988.68) $0.00 ($25,988.68) $0.00 BALANCED
APM Page 27
CLOSING HYMN
Words: Walter Chalmers Smith (1824-1908), alt.
Music: St. Denio, Welsh hymn, from Caniadau y Cyssegr, 1839 adapt. John Roberts (1822-1877); harm. The English Hymnal, 1906, alt.
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