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Fiscal Year ‘24 Results

Actual

Budget

+/-

Contributions, LBPS & Grants

$2,059,824

$2,027,326

$32,498

Operating Expenses & Mortgage

(2,131,411)

(2,246,803)

115,392

Operating Deficit

(71,587)

(219,477)

74,916

From Board Designated Funds

71,587

219,477

147,891

$0.00

$0.00

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Mortgage Balance

FY24

Since January 2020

Beginning Balance

$665,097

$3,129,727

Payments:

Beyond Campaign

(350,437)

(2,408,597)

General Fund (Mortgage Payments)

(55,490)

(461,960)

Ending Balance

$259,170

$259,170

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Fund Balances

2024

2023

Board Restricted - Mortgage

36,110

40,540

Donor Restricted – Beyond - Capital Improvements

75,504

117,699

Donor Restricted - Other

228,816

202,908

Restricted Funds

$340,430

$361,147

General Fund

$496,513

$607,582

Board Designated For Future Operations

0

71,614

Available for Operations

$496,513

$679,196

Total

$836,943

$1,040,343

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History, Highlights and Opportunities:

• More security measures at Verona and Madison Campus in order to be better stewards for our congregation.

• Investments in facilities, including improvement to the church’s HVAC system at both locations, along with new landscaping in Verona to make the campus more welcoming.

• Investments in people, including improved staffing at Little Blessings Preschool and in media production and transitional staff while we look for our new lead pastor.

• Extraordinary fiscal management led us to spend $178,022 less than expected in FY 24.

Generosity from the congregation should help us eliminate our mortgage by the end of the year.

Still await money from IRS for Employee Retention Tax Credit, which is expected sometime this year.

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FY25 Proposed Budget

Actual

FY23

Actual

FY24

Budget

FY24

Change

Contributions, LBPS & Grants

$1,975,162

$2,059,824

$2,325,835

$266,011

Operating Expenses and Mortgage

(2,096,154)

(2,075,921)

(2,418,831)

(342,910)

Deficit from Operations

(120,992)

(71,587)

(92,996)

(75,899)

From Reserves/(Surplus)

120,992

71,587

92,996

(75,899)

$0.00

$0.00

$0.00

$0.00

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FY25 Proposed Budget

Investments Proposed for FY24:

Staff Compensation Increase

Roof Repair/Replacement (Madison Campus)

Facility Increases due to repairs on current HVAC Systems

Additional FTE by 1.7 (Partial Year)*

Children Youth & Family

Hospitality

*The open FTE positions are currently included in the 2025 FY budget; the church is committed to investing in the positions when the right person is found.

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FY 25 Budget Breakdown

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Safety Net

Maximum

Projected

Available for Operations

$496,513

$496,513

Available to use for FY25 Budget

(16,513)

(92,996)

Remaining Balance

$480,000

$403,517

Number of months = Safety Net

3.0

2.52

Projected Safety Net = 2.52 months of expenses at end of fiscal year 2025