Annual Report to Parishioners

Transcription

1 The parishes of Saint Anne - Readville, Saint Pius the Tenth Milton, Most Precious Blood Hyde Park. For fiscal year ended June 30, 2017 Presented by: John D. Matthews Finance and Operations Manager extension 12 jmatthews@bluehillscollaborative.org

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4 Blue Hills Collaborative For fiscal year ended June 30, 2017 Ministries Report 2017 was a busy year at the parishes of the Blue Hills Collaborative. We added several new ministries, programs, and events, several of which were well received by the parishioners. New programs include: a Vocations Awareness Team, a Transformed in Love Marriage Prep Team, a new summer Adult Faith Formation Program, a Parent Faith Formation Program, a Centering Prayer/Lectio Divina program promoted by the Sisters of St. Joseph, a new Vacation Bible School, and several new and successful Youth Ministry programs including a monthly Youth Group, a trip to Washington DC for the annual March for Life, and a trip to UMass Lowell for the Steubenville East Youth Conference. Many of our existing ministries continue to thrive, including: our Adult Confirmation program, two different Bible Study programs, our Children s Liturgy of the Word at St. Pius X and MPB, the local fraternity of Secular Franciscans, and various food and clothing drives performed for our neighbors. The generosity of our parishioners is remarkable. Liturgical ministries such as Lectors, Extraordinary Ministers of Holy Communion, and Music, are also strong. Some of our ministries are struggling to get started, however, including Nursing Home Visitors, Parent Faith Formation, Vacation Bible School, Vocations Awareness, and Teen Tuesday Youth Group. Still, we remain confident that as time passes these groups will likely catch on and become more successful for their members. Existing ministries such as Altar Servers, Legion of Mary, RCIA, and Ushers continue to have trouble attracting new participants. The Why Catholic? Program tackled Prayer in 2017, which fit nicely with additions of the Centering Prayer program, as well as additional evening Adoration events. Our Haitian community continues to attract significant interest when offering novenas and other unique liturgical events. As for Sacraments, we had 77 Baptisms in 2017, up 2.3% from the year before. We had 112 Funerals, which was down 24% from the year before. Unfortunately there are still significantly more Funerals than Baptisms (45%) which is a higher Funeral/Baptism ratio than last year. Our number of Faith Formation students remains unchanged for the second year in a row, with just 150 students for grades K-12, all three parishes combined. However, First Communions were up 25% and Confirmations were up 11% from the year before, indicating that we are attracting more children for the Sacraments, but then losing more of them in the years in between. Our new Confirmation program continues to be well received. Our optional retreat two days AFTER Confirmation was attended by more than two-thirds of those who received the Sacrament, indicating that we did well in establishing a sense of community in those who participated. Better still, more than 20% of those confirmed last year have returned this year to assist with the current Confirmation program.

5 As for safety, we had 95.6% compliance for 2017 CORI submissions. We trained 35 people in Protecting God s Children Workshops, but remain at only 78.8% compliance in attending this mandatory program. The greatest area of concern currently is Code of Ministerial Behavior forms. There were relatively few signed forms on hand two years ago, and compliance is currently up to 67.4%, but that is still far from the Archdiocesan mandate of 100%. As for communications, our Collaborative website is up to 493 pages, up 76% from the year before. Usage is up only 12.7%, however, with more than 60% of the information read being duplicate information from the weekly bulletin. The number of new users is down 2% indicating that no matter how much new material is added to the site, it is not creating new interest. Use of online giving has experienced a net increase of 90% in the number of users, but when the portal was split to three portals, nearly 40% of users did not continue to use online giving. Monthly revenue is up 30% over last year to roughly $2,850/month. Unfortunately, we are still significantly behind local averages for parishes our size in terms of both number of users and amounts donated weekly. This is likely to be part of the same problem in attracting more website usage in general. Overall, we continue to be challenged by weak volunteerism among our parishioners. Moving forward, we hope to try new methods of evangelizing in order to garner interest among new groups of churchgoers. We also plan to begin substituting activities that have a long track record of non-response and replacing them with more ideas generated by parishioners, rather than Collaborative staff. Stephen A. May Director of Ministries Blue Hills Collaborative The Catholic Parishes of Most Precious Blood, St. Anne, and St. Pius X x15 smay@bluehillscollaborative.org

6 Blue Hills Collaborative Most Precious Blood Parish Fiscal Year Ended June 30, 2017 Fiscal Yr. 15 Fiscal Yr. 16 Fiscal Yr. 17 FY17 Budget $ Over Budget FY18 Budget Income from Operations: Offertory $112,127 $107,944 $94,856 $100,000 ($5,144) $109,000 Offertory Monthly $10,099 $9,887 $9,736 $9,000 $736 $9,300 Grand Annual $16,503 $1,636 $18,064 $9,000 $9,064 $17,000 Shrines, Candles, & Flowers $4,318 $2,124 $2,391 $2,600 ($209) $2,600 Sacramental Offerings $33,145 $33,249 $22,637 $24,500 ($1,863) $21,000 Gifts and Bequests $9,776 $6,331 ($7,941) $5,250 ($13,191) $11,000 Religious Education $6,538 $920 $1,185 $7,500 ($6,315) $6,525 Donations - Other $1,296 $1,321 $0 $0 $0 Other Income $10,096 $4,605 $0 $8,700 ($8,700) $29,825 Fundraising Activities $0 $61,792 ($5,726) $18,000 ($23,726) $42,000 Total Income from Operations $203,897 $229,809 $135,203 $184,550 ($49,347) $248,250 Income from Non-Operations: Interest /Dividend Income $51,440 $10,787 $10,391 ($9,400) $19,791 $30,500 Rental Donations ($400) $2,400 ($21,200) Lease Income $495,021 $475,956 $486,659 $480,000 $6,659 $412,323 Capital Campaign Contributi $668 $0 Property Sales Proceeds $1,007,919 $0 $0 $0 $0 Market Value Gain (Loss) ($15,389) ($13,805) $9,609 ($28,000) $37,609 Boston Prep Escrow Payments $444,247 $0 $444,247 Total Income from Non-Operations $1,554,380 $486,743 $941,297 $470,600 $470,697 $442,823 Total Income $1,758,278 $716,552 $1,076,500 $655,150 $421,350 $691,073 12/26/20177:33 AM "RCAB 047" Page 1 of 2

7 Blue Hills Collaborative Most Precious Blood Parish Fiscal Year Ended June 30, 2017 Fiscal Yr. 15 Fiscal Yr. 16 Fiscal Yr. 17 FY17 Budget $ Over Budget FY18 Budget Expenses from Operations: Lay Compensation & Benefits $195,392 $246,194 $183,884 $254,357 ($70,473) $233,851 Clergy Stipend & Related $77,993 $75,829 $59,483 $71,188 ($11,706) $66,199 Religious Stipend & Related $1,022 $790 $0 $0 $0 Professional Services $3,694 $19,406 $72,272 $61,545 $10,727 $61,176 Office & Related $28,989 $20,949 $19,738 $24,733 ($4,995) $17,203 Household $4,478 $3,661 $6,167 $7,955 ($1,788) $3,110 Utilities and Maintenance $179,141 $84,743 $83,198 $121,222 ($38,024) $85,046 Pastoral/Religious/Liturgic $20,467 $19,935 $24,447 $20,735 $3,712 $64,348 Fundraising $294 $9,621 $19,447 $12,000 $7,447 $18,665 Other Expenses $28,839 $1,817 $3,243 $3,446 ($203) $1,619 Central Ministries Tithe $67,386 $84,357 $87,819 $77,969 $9,850 $105,319 Total Expenses from Operations $607,695 $567,300 $559,697 $655,150 ($95,453) $656,536 Non-Operating Expenses: Capital Acquisitions $141,683 $113,501 $51,824 $2,500,000 ($2,448,176) $2,700,000 Total Expenses $749,378 $680,801 $611,521 $3,155,150 ($2,543,629) $3,356,536 Net Surplus/(Deficit) $1,008,900 $35,751 $464,980 ($2,500,000) $2,964,980 ($2,665,464) Recap Other Financial Information: (as of June 30, 2017) Cash Balances & Other Assets $6,448,058 Obligations & Liabilities $99,799 Net Equity $6,348,258 12/26/20177:33 AM "RCAB 047" Page 2 of 2

8 Blue Hills Collaborative Saint Anne Parish Fiscal Year Ended June 30, 2017 Fiscal Yr. 15 Fiscal Yr. 16 Fiscal Yr. 17 Budget FY17 $ Over Budget Budget FY18 Income from Operations: Offertory $199,259 $223,498 $253,680 $205,000 $48,680 $236,000 Offertory Monthly $13,549 $25,116 $28,743 $23,300 $5,443 $29,000 Grand Annual $27,855 $61,281 $38,459 $31,000 $7,459 $38,000 Candles & Flowers $11,205 $14,898 $10,369 $17,000 ($6,631) $11,000 Sacramental Offerings $27,648 $30,139 $31,536 $27,650 $3,886 $30,000 Catholic Appeal Rebate $1,192 $3,654 $1,200 $2,454 $3,600 Gifts and Bequests $11,058 $52,376 $10,837 $12,000 ($1,163) $10,000 Religious Education $3,250 $4,970 $4,500 $470 $3,915 Donations - Other $1,041 $45,694 $6,755 $6,755 Other Income $2,262 $1,289 $750 $5,220 ($4,470) ($4,564) Fundraising Activities $18,246 $25,768 $56,603 $18,000 $38,603 $56,000 Shared Ministries Income $17,895 Total Income from Operations $312,124 $484,501 $446,357 $344,870 $101,487 $430,846 Income from Non-Operations $583 $379,033 $2,432 $2,500 ($68) $1,500 Total Income $312,706 $863,534 $448,788 $347,370 $101,418 $432,346 12/26/20177:33 AM "RCAB 009" Page 1 of 2

9 Blue Hills Collaborative Saint Anne Parish Fiscal Year Ended June 30, 2017 Fiscal Yr. 15 Fiscal Yr. 16 Fiscal Yr. 17 Budget FY17 $ Over Budget Budget FY18 Expenses from Operations: Lay Compensation & Benefits $110,645 $131,850 $147,773 $162,188 ($14,415) $145,359 Clergy Stipends & Related $26,086 $30,438 $36,227 $42,865 ($6,638) $37,477 Professional Service $1,400 $600 $16,314 ($15,714) Office & Related $15,695 $13,888 $15,689 $16,318 ($629) $13,810 Household $1,881 $3,533 $4,765 $5,673 ($908) $2,820 Utilities and Maintenance $91,397 $43,594 $56,418 $57,420 ($1,002) $61,912 Pastoral/Religious/Liturgical/Ministries $17,615 $12,765 $16,349 $14,441 $1,908 $40,190 Fundraising $8,688 $12,532 $22,119 $7,200 $14,919 $18,665 Other Expenses $5,754 $818 $1,509 $1,989 ($480) $1,151 Central Ministries Tithe $20,747 $20,549 $25,066 $22,962 $2,104 $23,962 Total Expenses from Operations $299,906 $269,967 $326,515 $347,370 ($20,855) $345,346 Non-Operating Expenses: Capital Acquisitions $111,371 $107,262 $226,789 $140,000 $86,789 $87,000 Total Expenses $411,277 $377,229 $553,303 $487,370 $65,933 $432,346 Net Surplus/(Deficit) ($98,571) $486,305 ($104,515) ($140,000) $35,485 Recap Other Financial Information: (as of June 30, 2017) Cash Balances & Other Assets $472,534 Obligations & Liabilities $7,358 Net Equity $465,175 12/26/20177:33 AM "RCAB 009" Page 2 of 2

10 Blue Hills Collaborative Saint Pius the Tenth Parish Fiscal Year Ended June 30, 2017 Fiscal Yr. 15 Fiscal Yr. 16 Fiscal Yr. 17 Budget FY17 $ Over Budget Budget FY18 Income from Operations Offertory $ 130,121 $ 136,934 $ 137,420 $ 137,000 $ 420 $ 138,000 Offertory Monthly $ 13,656 $ 17,126 $ 15,668 $ 17,000 $ (1,332) $ 16,000 Grand Annual $ 19,049 $ 4,757 $ 31,322 $ 24,000 $ 7,322 $ 31,000 Flowers $ 2,474 $ 2,858 $ 2,061 $ 3,500 $ (1,439) $ 2,100 Sacramental Offerings $ 20,501 $ 17,234 $ 26,936 $ 17,000 $ 9,936 $ 29,000 Catholic Appeal Rebate $ 1,093 $ 22 $ 4,716 $ 22 $ 4,694 $ 4,700 Gifts and Bequests $ 5,100 $ 7,350 $ 8,300 $ 7,200 $ 1,100 $ 8,000 Religious Education $ 100 $ 1,575 $ 2,110 $ 3,000 $ (890) $ 2,610 Donation for Church Sign $ 250 $ - $ 230 $ 230 $ 5,200 Rental Income $ 8,050 $ 4,350 $ 5,550 $ 4,500 $ 1,050 $ 20,077 Other Income $ 966 $ 1,441 $ 864 $ 8,009 $ (7,146) $ 37,000 Fundraising Activities $ 1,940 $ 20,102 $ 37,371 $ 18,000 $ 19,371 $ 11,930 Total Income from Operations $ 203,300 $ 213,749 $ 272,549 $ 239,231 $ 33,318 $ 305,617 Income from Non-Operations $ 18,565 $ 17,230 $ 13,241 $ 16,600 $ (3,359) $ 13,000 Total Income $ 221,865 $ 230,979 $ 285,790 $ 255,831 $ 29,959 $ 318,617 12/26/20177:33 AM "RCAB 281" Page 1 of 2

11 Blue Hills Collaborative Saint Pius the Tenth Parish Fiscal Year Ended June 30, 2017 Fiscal Yr. 15 Fiscal Yr. 16 Fiscal Yr. 17 Budget FY17 $ Over Budget Budget FY18 Expenses from Operations: Lay Compensation & Benefits $ 85,678 $ 92,948 $ 109,489 $ 115,676 $ (6,187) $ 108,972 Clergy Stipend & Related $ 20,811 $ 18,846 $ 24,194 $ 27,067 $ (2,873) $ 24,686 Professional Services $ 1,045 $ 6,000 $ 5,300 $ - $ 5,300 $ 50,000 Office & Related $ 12,509 $ 10,698 $ 11,484 $ 11,685 $ (201) $ 10,817 Household $ 1,014 $ 1,333 $ 2,474 $ 3,182 $ (708) $ 1,490 Utilities and Maintenance $ 83,077 $ 45,619 $ 51,012 $ 64,411 $ (13,399) $ 57,145 Pastoral/Religious/Liturgica $ 8,201 $ 9,350 $ 12,698 $ 12,094 $ 604 $ 30,723 Fundraising $ 128 $ 8,503 $ 18,707 $ 4,800 $ 13,907 $ 18,665 Other Expenses $ 19,550 $ 15,932 $ 16,264 $ 16,716 $ (452) $ 16,119 Total Expenses from Operations $ 232,013 $ 209,228 $ 251,623 $ 255,631 $ (4,008) $ 318,617 Non-Operating Expenses: Capital Acquisitions $ 33,524 $ 3,870 $ 220,548 $ 750,000 $ (529,452) $ 600,000 Total Expenses $ 265,537 $ 213,098 $ 472,171 $ 1,005,631 $ (533,460) $ 918,617 Net Surplus/(Deficit) $ (43,672) $ 17,881 $ (186,382) $ (749,800) $ 563,418 $ (600,000) Recap Other Financial Information: (as of June 30, 2017) Cash Balances & Other Assets $ 2,377,734 Obligations & Liabilities $ 13,509 Net Equity $ 2,364,225 12/26/20177:33 AM "RCAB 281" Page 2 of 2