1. 2018 Proposed Budget
MISSION STATEMENT: Grow and develop congregations spiritually, numerically and in missional leadership.

2. 2018 Apportionment (EXHIBIT 1)
PARISH INCOME RANGES & RATES:
Over 80% of our churches range between 9-13%
Median Rate = 11%, Average Rate ~ 12.4%
5% “Cap & Floor” limits the amount of actual increase OR decrease for any parish to no more than +/- 5%, year over year.

3. 2018 Apportionment (EXHIBIT 1a)
2018 Apportionment of $995,160, based on:
Our churches reported 2016 Operating Income of ~ $7.9 M. (+ 2%)
Using our current apportionment rates and income ranges
Applying the 5% cap & floor

4. 2018 Diocesan Budget & Draw Projections (EXHIBIT 2)
Apportionment ($995K) + Net Draw ($1.027) of 5.2% (Trailing 5-YR Avg.) provide total funding $2.022 M. Current Draw ~ 5.1% of year-end Cash & Investments.

5. Diocesan Budget Expenditures 2007-16 Actual, 2017 YEE & 2018-20 Projected (EXHIBIT 3)

6. 2010 vs. 2017 YEE Expenses by Category ($M) (EXHIBIT 4)
$ 2.596
0.940
$ 2.042
0.940
1.656
1.102

7. 2018 Proposed Operating Budget (EXHIBIT 5)
PROGRAM: $ 888,000 (CDP & Mission Grants, Asking, Leadership & HRA’s) ADMINISTRATION: $1.130 M. (Governance, Staff & Office Expenses)

8. 2018 Proposed Diocesan Budget vs. 1st DRAFT (EXHIBIT 6)
Increase investment in CDP Grants and Communications role, offset by decrease in Mission grants and lower administrative costs for conventions & IT/telecom.

9. 2018 Mission Grants (EXHIBIT 7)
Mission Grant requests ($’s) down ~ 10% from 2017, due to . .
New “caps” on grant awards & duration ($10,000 cap on new grants, $5,000 cap after 5 years) and . . .
Trend of lower parish participation (15 vs. recent average of 21)
Mission Partnership Committee awarded 71% of “$’s requested” in 2018, as compared to 79% in 2017.
Total Mission Grant ($’s) awarded are down 19% - reflecting both fewer requests and the impact of “caps”.

10. 2018 Youth Funding (EXHIBIT 8)
PARISH YOUTH GRANTS: Except for 2015 (when we promoted a 2nd round of grants at year-end ~ $14,000), participation has declined each year from ~ 30 churches in 2014, to 15 last year.
TOTAL YOUTH PROGRAMS: Except for 2015, total investment increased from less than $12,000 in 2013, to $26,000 (2017/2018).

11. 2018 Detailed Budget EXHIBITS

12. 2018 Proposed Operating Expense Congregational Development & Mission Partnership (EXHIBIT 9)

13. 2018 Proposed Operating Expense Mission Partnership (2018 Grants) (EXHIBIT 10)

14. 2018 Proposed Operating Expense Mission Partnership (previous Grants) (EXHIBIT 11)

15. 2018 Proposed Operating Expense D&FMS, Health Benefits & Leadership Development (EXHIBIT 12)

16. 2018 Proposed Operating Expense Governance, Staff & Office Expense (EXHIBIT 13)

17. 2018 Proposed Budget - Staffing Diocesan Staff Roles (EXHIBIT 14)
There are currently eight Stipendiary Leadership roles: Five District Deans and three Coordinators (Ecumenical & Interfaith, Leadership Development and College for Congregational Development).

18. 2018 Proposed Budget - Staffing Diocesan Salary Ranges (EXHIBIT 15)
Salary ranges are established for all Diocesan positions based on current market compensation data (ALL Clergy positions include SECA allowance). Rector/Priest salary ranges are based on church size, using Average Sunday Attendance (ASA) .

19. 2018 Proposed Budget - Staffing Diocesan Staff: Total Compensation Detail (EXHIBIT 16)
Total Compensation includes: Salary, Housing, *SECA, FICA, pension contributions, car allowance (bishop), life, disability & health insurance.
Reimbursed expenses include: Travel, continuing education, sabbatical, etc.
Pool for salary increases 2.3% of payroll (effective 7/1/18).

20. 2018 Proposed Diocesan Budget vs. 2017 (EXHIBIT 17)
Total Expenditures down 2% to $2.022M., with a balanced budget.

21. Back-up Slides

22. Diocesan Council – Budget Committee
ROLE: Work with Council and the Bishop’s staff to develop an operating budget that aligns resources with our mission statement.
Elected Council Members:
Rev. Dan Burner, St. Mark’s, Penn Yan
Rev. Stephen Meister, St. Mark’s, Newark
Mr. Scott Seabridge, Chair, Church of the Incarnation, Penfield
Ms. Gwen Van Laeken, St. Peter’s, Geneva
Diocesan Treasurer: Terry Butwid
CFO: Todd Rubiano
Diocesan Accountant: Kristin Woodward

23. Diocesan Council Budget: Process
JAN - Review preliminary 2016 budget & draw results. Meet with Trustees to begin review of draw/budget impacts (01/26/17).
FEB - Review ‘16 results, ‘17 changes, & 3-YR baseline budget projections (2018 – 2020). FEB thru SEP - Committees & staff develop proposed budgets (CDPC, MPC, Budget & Others).
MAR – Trustees approve 2016 draw (3/4/17). Consider & analyze spending priorities. Begin reviewing Apportionment.
APR - Review Q1 ‘17 performance. Finalize 2018 apportionment vs. spending priorities/options.
MAY – Joint Budget meeting with Trustees (05/09/17). Approve 1st DRAFT 2018 budget, apportionment & communications plan. Publish 1st DRAFT budget (05/24/17).

24. Diocesan Council Budget: Process
JUN – Gather feedback on 1st DRAFT at District Meetings:
SE District: Monday, Addison
NE District: Tuesday, Palmyra
Rochester/Monroe: Tuesday Webster
SW District: Thursday, Geneseo
JUL & AUG – Determine if a 2nd DRAFT is needed
SEP – Review feedback, integrate changes & approve PROPOSED 2018 Budget (09/19/17)
OCT - Review Proposed 2018 Budget at Pre-Convention Mtgs:
Dansville (10/11/17) & Henrietta (10/12/17)
Present budget at Convention (10/28/17)