2014 BENCHMARKS. The Episcopal Diocese of Southwest Florida 2014 Vestry Retreat
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1 2014 BENCHMARKS The Episcopal Diocese of Southwest Florida 2014 Vestry Retreat Benchmarks and statistics for the churches of the Diocese of Southwest Florida
2 Change in Operating Income Change $250,000 $200,000 $150,000 $100,000 $50,000 ($50,000) ($100,000) ($150,000) ($200,000) Change in Operating Income Span by Change ($250,000) ($192,585) ($20,434) ($1,997) $12,551 $50, Change in Operating Income Change in Operating Income Change $250,000 $200,000 $150,000 $100,000 $50,000 ($50,000) ($100,000) ($150,000) ($200,000) Change in Operating Income Span by Church Size ($250,000) $28,140 $214,565 $359,216 $1,989,469 Church Size (NOI) Change in Operating Income 1 P age
3 2014 Budgets Deficits and Surpluses $40, Budgeted Net Total Deficit/Surplus Span by Net Total Deficit/Surplus $20,000 Budget (Deficit)/Surplus ($20,000) ($40,000) ($60,000) WATCHING FOR DANGEROUS BUDGETING: -Pledges assumed, not counted -"Plug" amount to balance budget ($80,000) ($100,000) Income Sources Plate & Pledge Endowment Thrift Shop Rental Income Other Count Min $26,000 $800 $3,000 $2,000 $500 Median $241,250 $18,850 $26,640 $23,000 $19,805 Max $1,759,214 $284,217 $121,125 $117,304 $130,148 2 P age
4 Budget Categories Staff Outreach Building & Debt Service Other Grounds Min 18% 0% 8% 0% 12% Median 58% 0% 23% 0% 22% Max 86% 15% 44% 28% 41% 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% Budget Category %s Span by Largest Total Deficit to Largest Surplus 0% ($91,766) ($7,228) $- $29,622 Staff Outreach Building and Grounds Debt Service Other Linear (Staff) 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% Budget Category %s Span by Church Size (NOI) 0% $50,350 $220,488 $360,400 $1,074,899 Staff Outreach Building & Grounds Debt Service Other Linear (Staff) 3 P age
5 Church Staffing Church Staffing (Full-time equivalents, Paid and Unpaid) Span by Church Size (NOI) $28,140 $101,720 $114,236 $161,978 $180,654 $214,565 $243,678 $266,269 Clergy - Rector,PIC Asst Clergy Paid Clergy Deacon Admin Admin-Financial Admin-Sexton Music Youth Youth-Christian Formation Other Church Staffing (Full-time equivalents, Paid and Unpaid) Span by Church Size (NOI) 0 $281,867 $305,341 $335,334 $382,795 $467,463 $549,108 $803,903 $1,127,464 Clergy - Rector,PIC Asst Clergy Paid Clergy Deacon Admin Admin-Financial Admin-Sexton Music Youth Youth-Christian Formation Other 4 P age
6 Clergy in Charge of a Congregation Rector/Vicar/Priest-in-Charge Part Time Shared Active, 5, 7% Part Time Retired, 13, 17% Part Time Active, 6, 8% Full Time Active, 52, 68% Total Cost of Compensation for Rector/Vicar/Priest-in-Charge By Church Size (NOI) (Includes Health Benefits and 18% Pension Assessment where applicable) $250,000 $200,000 $150,000 $100,000 $50, k $101k- 150k $151k- 200k $200k- 250k $251k- 300k $301k- 400k $401k- 500k $501k- 700k $700k- 999k $999k+ Min $11,432 $10,800 $13,000 $24,000 $35,000 $36,000 $92,267 $107,769 $94,400 $119,399 Avg $28,324 $42,312 $49,993 $75,859 $96,177 $101,117 $118,305 $128,915 $158,221 $177,465 Max $52,739 $68,296 $99,542 $111,849 $129,354 $130,287 $142,799 $147,656 $189,391 $233,913 5 P age
7 Bookkeeper Sexton Other, 17, 22% Paid Staff - Full, 11, 15% Other or None, 31, 41% Paid Staff - Full, 20, 27% Volunteer, 13, 17% Paid Staff - Part, 21, 28% Contract, 14, 18% Paid Staff - Part, 21, 28% Volunteer, 3, 4% Contract, 0, 0% Youth Leader Music Paid Staff - Full, 4, 5% Paid Staff - Part, 17, 23% Volunteer, 2, 2% Other or None, 10, 11% Contract, 7, 8% Paid Staff - Full, 14, 15% Other or None, 51, 67% Contract, 1, 1% Paid Staff - Part, 58, 64% Volunteer, 3, 4% 6 P age
8 Debt Total Debt $19,784,157 $18,922,599 $17,551,899 $18,848,766 $14,700,723 (33) (37) (37) (35) (32) As of 12/31/13 Bank Diocesan Revolving Loan Fund Apportionment Loan Count Total debt $10,796,547 $3,474,718 $429,457 Median loan amount $260,298 $90,260 $9,460 Total Debt Span by Church Size (NOI) $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 Dio Apport Loan Dio RLF Bank $500,000 $28,140 $214,565 $359,216 $1,989,469 Church Size (Avg NOI) 5 Highest (Share strategies, experiences and tips) 5 Lowest (congrats-about to be debt free!) St Peter Cathedral Holy Spirit, Safety Harbor $14,761 Lamb of God St Margaret $12,502 St Mark, Tampa St Stephens $6,418 Iona Hope All Saints $4,602 St John the Divine St Giles $1,031 7 Page
9 Operating Budget Revenue from Leasing Space Church 2013 Annual Income Type St Thomas, St Petersburg $115,574 Episcopal School Lamb of God, Fort Myers $91,847 Preschool St Alfred, Palm Harbor $66,000 Charter School K-8 St Dunstan, Largo $66,000 Charter School K-8 Holy Trinity, Clearwater $52,616 Preschool (non-episcopal) St Bartholomew, St Pete $44,739 Preschool (non-episcopal) St Monica, Naples $37,288 St James House of Prayer $33,910 Homes St Stephens, New Port Richey $31,616 Homes Epiphany, Cape Coral $30,834 Homes St James, Port Charlotte $22,942 Cell tower St Wilfred, Sarasota $22,780 Episcopal Preschool All Saints, Tarpon Springs $21,869 Charter School K-5 St Alban, St. Pete Beach $21,837 Preschool St George, Bradenton $19,200 Serenity Group St Paul, Naples $16,560 Home All Souls, North Fort Myers $15,540 St Nathaniel, North Port $11,590 St Bede, St Petersburg $8,680 Misc Facilities Usage St Matthew, St Petersburg $7,415 Misc Facilities Usage St John, Naples $5,936 Misc Facilities Usage Total (21) $783,353 8 P age
10 Capital Projects and Campaigns 5Yr Capital Income ( ) Span by Church Size (Avg NOI) $3,000,000 $2,750,000 $2,500,000 $2,250,000 5 Yr Sum of Capital Income $2,000,000 $1,750,000 $1,500,000 $1,250,000 $1,000,000 $750,000 $500,000 $250,000 $41,625 $166,598 $292,498 $394,440 $948,032 Church Size (Avg NOI) 5 Yr Sum of Capital Income Largest Capital Projects (Total for last 5 Years) St Andrew, Boca Grande $3,033,079 (Vicarage, Chapter House, renovations) St Peters Cathedral $2,268,645 (Office space, lot, narthex, renovations) St John, Naples $1,060,326 (Renovations) St Andrew, Tampa $875,830 (Office space, Children s chapel) Redeemer, Sarasota $652,001 (Parish hall/patio and other renovations) 9 P age
11 Endowments Total Funds Managed Goal: all 76 congregations Total Funds True Endowment Board Designated 2012 $33,986,430 (71) $21,274,267 (50) $12,088,592 (69) 2013 $39,846,634 (71) $22,834,391 (48) $17,012,243 (67) Total Funds Managed Span by Church Size (NOI) $4,000,000 $3,750,000 $3,500,000 $3,250,000 $3,000,000 $2,750,000 $2,500,000 $2,250,000 $2,000,000 $1,750,000 $1,500,000 $1,250,000 $1,000,000 $750,000 $500,000 $250,000 $28,140 $163,855 $265,433 $359,835 $925,812 True Endowment Board Designated 10 P age
12 Investment Management Investment Manager/Brokerage Account Other local bank/brokerage, (13), 33% DFMS Trust, (1), 2% Episcopal Church Foundation ECF, (18), 45% Endowment/trusts historically managed apart from church administration: The Church of the Good Shepherd Endowment Fund Inc, Dunedin (1963) St. Andrew s Episcopal Church Foundation, Tampa (1964) Northern Trust, (8), 20% Endowment Policies Don't Know (unresponsive) 6 Working on: - Determining what you know No Policy (yet) 28 Working on: - Customize our template for your use - Initial donations - Determine appropriate Investment Policy Statement - Choosing an investment manager - Education through the Diocesan Endowment Management Program (DEMP) Existing Policy (iffy) portion of 42 Working on: - Clear Spending Rule - Appropriate Investment Policy Statement (IPS) - Procedures for permanently restricted funds - Procedures for board designated funds Existing Policy (love it) portion of 42 Working on: - Programming for planned giving (family planning, legal and accounting details) - Legacy Society celebrations 11 P age
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