Narrative 2018 Draft Budget for Discussion Prepared August 2017 The Diocesan Budget is a statement of our hopes and plans for the coming year for our common ministry as the Episcopal Diocese of Iowa, “in mission with Christ through each and all.” This narrative is a companion to the number budget found at the end of this document The Diocesan Budget Process starts in the spring with the Ways & Means Committee drafting a budget. In the summer, the Board of Directors approves a draft budget for discussion at fall chapter meetings and by congregations. The Board of Directors and the Ways & Means Committee will review your comments for possible adjustments to this draft version. In September, the Board will adopt a budget to propose to the Diocesan Convention. In October, the Convention will give final approval for the 2018 budget. We want to hear from you. As you review this information, does this budget reflect our common ministry? Are you and your congregation willing and able to support this budget? Your input is important! Plan to attend your Fall Chapter meeting and participate in the discussion. Let us know your questions and comments, either at your Fall Chapter meeting or send us an email at [email protected]. Overview of the 2018 draft budget: • The 2018 budget is $1,147,870—$36,000 less than the 2017 approved budget. • There are no salary increases for 2018. • Health insurance lines have an estimated 6% increase. Rates for 2018 health insurance will be available in early September and the budget will be adjusted to reflect the actual increase.
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Narrative 2018 Draft Budget for Discussion
Prepared August 2017 The Diocesan Budget is a statement of our hopes and plans for the coming year for our common ministry as the Episcopal Diocese of Iowa, “in mission with Christ through each and all.” This narrative is a companion to the number budget found at the end of this document The Diocesan Budget Process starts in the spring with the Ways & Means Committee drafting a budget. In the summer, the Board of Directors approves a draft budget for discussion at fall chapter meetings and by congregations. The Board of Directors and the Ways & Means Committee will review your comments for possible adjustments to this draft version. In September, the Board will adopt a budget to propose to the Diocesan Convention. In October, the Convention will give final approval for the 2018 budget. We want to hear from you. As you review this information, does this budget reflect our common ministry? Are you and your congregation willing and able to support this budget? Your input is important! Plan to attend your Fall Chapter meeting and participate in the discussion. Let us know your questions and comments, either at your Fall Chapter meeting or send us an email at [email protected].
Overview of the 2018 draft budget: • The 2018 budget is $1,147,870—$36,000 less than the 2017 approved budget. • There are no salary increases for 2018. • Health insurance lines have an estimated 6% increase. Rates for 2018 health insurance will be
available in early September and the budget will be adjusted to reflect the actual increase.
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This budget challenges us to provide the resources to make our common ministry possible. The Diocese has two major streams of income: The Stewardship Share pledged by congregations (69%), and investment income (28%). Gifts & Other Income make up the remaining 3% of income.
The Stewardship Share uses a formula adopted by convention in 2006 that is 20% of the previous year’s adjusted operating income, with a maximum increase of 10% over the previous year’s asking. For 2018, the calculated amount for the Congregational Stewardship Share is $867,000, however this budget estimates congregational pledges of $793,770. Your congregation’s Stewardship Share support is a vital part of what we are able to accomplish together. Gifts & Other Income is undesignated income we receive from other sources used for budget purposes. Investment Income consists of Theological Education, ECCC Income for Youth Ministries, Episcopate Fund, and General Investment. Theological Education and General Investment income is drawn at 5% of a 3-year rolling
1 INCOME2 Congregational Stewardship Share 793,770 3 Gifts & Other Income 30,000 4 Theological Education Income 32,100 5 ECCC Income for Youth Ministries 55,000 6 Episcopate Fund Income 97,000 7 General Investment Income 140,000
10 TOTAL INCOME 1,147,870
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average of the diocesan investment accounts. The draw for Episcopate Fund Income is at 6%, to more fully fund the Episcopate Functions. The income budgeted as ECCC Income for Youth Ministries (line 5) equals the amount needed to fund the Children & Youth travel and program expense of the budget (lines 46-66). This is indicated by the boxes in the number budget.
Ministry & Mission is the expense section of the budget that reflects many of the important ministries we do for our neighbors and ourselves. By combining our resources and efforts we are able to do some things better together than each can do alone. The following areas make up Ministry & Mission: Wider Church We are part of The Episcopal Church and we support the larger church with an anticipated pledge of $153,457. This is 15% of our 2016 adjusted operating income. We are also part of Province VI and we support this work.
One World One Church (OWOC) OWOC represents our work in the world. This modest budget allows for resources and promotion for ecumenical and mission work. Much of the financial support for the mission work we do with our companion dioceses of Swaziland, Nzara and Brechin is through
14 WIDER CHURCH15 Pledge to Episcopal Church 153,457 16 Province VI Synod Assessment 1,500 17 TOTAL WIDER CHURCH 154,957
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special offerings and fundraisers and is not funded in this operating budget. The largest item in this section is the 0.07% of our budget that is reserved for International Mini-Grants that support the United Nations’ Sustainable Development Goals.
Ministry with Young People This ministry has been among the most visible and valued work of the Diocesan family, and includes formation programs and opportunities for children through young adults. Young Adults Diocesan ministry for young adults supports a Young Adult Missioner (one full time position) and program. Young adult ministries includes networking and providing resources for those ministering with young people between post high school and into their 30's. Supporting this work, the Young Adult Ministry Development Team is comprised of members from throughout the diocese engaged in ministry with young adults. An innovative ministry born of the Young Adult Ministry office is Breaking Bread, which is an expression of church out in the world, engaging in the Eucharist in public places.
Children and Youth The younger members of our Diocese are served well through the oversight of the Youth Missioner (one 3/4-time position) and the Youth Ministry Development Team (YMDT). Resources include support for curriculums such as Godly Play and Journey to Adulthood (J2A). Events for young people include New Beginnings and Happening, summer camp, participation in Diocesan Convention, youth conference, the triennial Episcopal Youth Event (E.Y.E.), and General Convention. Supervised nursery care is also available at diocesan events. Funding for Iowa Religious Media Services (line 51) is moved to the Congregational & Clergy Support section as they provide resources for all ages. Funding for the Children & Youth program lines (lines 46-66) is drawn from the ECCC investment funds (Line 5 in the income section of the budget).
19 ONE WORLD ONE CHURCH20 Ecumenical & Interfaith 1,000 21 Global Episcopal Mission Network 1,200 22 Episcopal Young Adult Service Corps - 23 Episcopal Relief and Development Travel 700 24 Convention Exhibit Expenses 300 25 Companion Dioceses Travel & Events - 26 Swaziland Neighborhood Care Points - 27 Sustainable Development Goals - Mini-Grants 8,035 28 TOTAL ONE WORLD ONE CHURCH 11,235
32 Young Adult Missioner 33 Salary, SS Offset & Housing 59,053 34 Pension 10,630 35 Health/Life Insurance 22,218 37 Travel/Conferences 6,000 38 Young Adult Program 3,000 39 SUBTOTAL Young Adults 100,901
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Multicultural The Multicultural budget will not be funded through the operating budget in 2018; funding for ongoing Racial Reconciliation awareness is expected to come from grants and reserve funds. Justice, Peace, Care of Creation (JPIC) This section of the budget primarily supports the ministry of St. Paul’s Indian Mission in Sioux City. This funding includes the cost of a full-time priest and operating aid. The Rev. Marilyn van Duffelen began serving St. Paul’s in December 2016. The Diocesan Chemical Dependency Program sponsors two Pathways to Serenity Retreats each year. They strive to be self-sufficient so although these are Diocesan-sponsored events, we anticipate no impact to the budget.
40 Children & Youth41 Youth Missioner42 Salary 40,456 43 Pension 3,641 44 Medical/Life Ins. 9,941 46 Travel/Conferences 4,000 47 Training Participation 8,000 48 Outdoor Ministries Program 13,000 49 Diocesan Events for Young People 2,000 50 Scholarship for Youth Events 4,500 51 Iowa Religious Media Services - 52 Journey to Adulthood (J2A) Sponsorship 4,000 54 Publicity 1,000 56 Happening 3,500 57 Diocesan Convention - Youth Delegates 3,500 58 General Convention Reserve 2,000 59 Operation & Travel 1,500 61 Youth Ministries Library 500 63 Godly Play Development 1,500 64 New Beginnings 2,000 65 Nursery Care at Diocesan Events 2,000 66 Episcopal Youth Event (EYE) Reserve 2,000 67 SUBTOTAL Children & Youth 109,038 68 TOTAL MINISTRY WITH YOUNG PEOPLE 209,939
74 JUSTICE, PEACE, CARE OF CREATION75 St. Paul's Indian Mission76 Salary & Housing 54,558 77 Pension 9,820 78 Health/Life Insurance 10,176 80 Travel/Conferences 3,000 82 St. Paul's Indian Mission Operating Aid 10,000 83 Chemical Dependency Program - 84 TOTAL JUSTICE, PEACE, CARE OF CREATION 87,554
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Congregational and Clergy Support An important part of our ministry with each other is connection and support. Included in this section are two 1/2-time staff positions as well as funding for diocesan communication, collaborative ministry, education opportunities, and resources for congregations and clergy:
• The Missioner for Congregational Development & Transitions (one 1/2-time position) is a resource for all congregations in Iowa, as well as works closely with congregations during clergy transitions.
• The Communications Coordinator (one 1/2-time position) serves as Editor of Iowa Connections magazine, eNewsletters, the Diocesan website, publicity, communications assistance with special projects, and a resource for congregations.
• Collaborative Ministry Partnerships include funding for Ministry Development and the Living Stones Partnership, as well as special training events and resources.
• The annual Summer Ministry School & Retreat provides learning tracks for about 150 children, youth and adults over a weekend each summer.
• Additional resources for congregations include access to Iowa Religious Media Services (IRMS), older adult ministry, stewardship, and Altar Guild.
• Clergy benefit from conferences and special gatherings throughout the year.
Episcopate We provide for our common ministry through the Episcopate. The Bishop is our chief, visible and spiritual link to each other, and gives us important links to the greater Episcopal Church, its traditions and its mission. This category includes the salary and benefits for the Bishop and his Executive Assistant.
100 Summer Ministry School & Retreat 2,500 101 Iowa Religious Media Services 2,000 103 Older Adult Ministry Development Team 1,000 104 Stewardship 2,000 105 Diocesan Altar Guild 200 106 Council of Deacons 500 107 Clergy Conference/Clergy Family 4,000 108 New Clergy Development 500 109 TOTAL CONGREGATIONAL & CLERGY SUPPORT 113,303
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Also included in this section is the work of the Commission on Ministry that helps with the ordering of ministry in this diocese, and reserve funding for Lambeth Conference and Episcopate Election.
Diocesan This section of the budget provides for those things we must do as a Diocese. We must hold an annual convention and publish a Journal. Since 2016 the Journal is being distributed through electronic media. We also provide representation to the triennial General Convention and Province VI Synod; and have Diocesan governing boards, commissions and committees that provide oversight and organization for our work together.
Administrative & Operating The final section of the operating budget provides the grease that makes much of our shared work possible. These expenses include financial and administrative personnel; office expenses that include business equipment, fees, subscriptions, supplies, postage and telephone; the utilities and maintenance for the office located in Des Moines; the expense of an annual audit; and insurance for property and liability.
135 DIOCESAN136 Diocesan Convention Expense 8,000 137 Publishing Journal & Report Booklet 2,000 138 General Convention Deputy Travel Reserve 8,500 139 Province VI Synod Deputy Travel Reserve - 140 Board/Task Force/Ad-Hoc Committee 3,200 141 TOTAL DIOCESAN 21,700
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Personnel In this budget, personnel costs are included in the ministry sections that best describe the primary responsibilities. Personnel costs include salaries, clergy housing, pension, and health insurance.
Now it is your turn. We want to hear from you. Plan to attend your Fall Chapter meeting and participate in the discussion. Let us know your questions and comments, either at your Fall Chapter meeting or send us an email at [email protected] by September 1. In Christ, William H. Smith, Jr. Anne Wagner Treasurer Comptroller