Financial Information

Highlights February 2024

  • Revenues are exceeding expenditures by $51,986. As we come closer to the end of the Fiscal Year this number will most likely drop as we pay some of the larger end-of-year obligations.
  • Expenditures are 61% of the Adopted Budget.
  • 67% of budgeted pledges have been received. Honoring pledges continue to provide sustaining revenue for the congregation. Honoring pledges by June 30th is essential to ending the year with a balanced budget.
  • Since installing the new HVAC and energy-saving systems in Summit House the electric usage dropped significantly from last fiscal year. On the other hand, utility use in the main building and Sanctuary is escalating and exceeding the budgeted projection.
  • Building Rentals and Fundraising Events revenues are exceeding budget projections. The Yard Sale and Fall Auction exceeded the budget projections.
  • One-time unpledged donations are lagging well below previous periods.
  • Overall, expenditures and revenues are tracking as budgeted. As we move into the 2nd half of the fiscal year, expenditures will increase in relation to revenues. Our goal remains to end the fiscal year with revenues exceeding expenditures.
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If you would like more detailed information, monthly financial reports are included in the Board of Trustee minutes at https://uucharlottesville.org/board-of-trustees. You can email the Director of Administration and Finance at Sean@uucharlottesville.org or the Treasurer at treasurer@uucharlottesville.org with questions and comments. 

 

(Updated as of 3/21/24.)

 

Social Action Collections

 

(Social Action Collection update 2/25/2024.)

 

 

Adopted Budget FY 2022-2023

Budget Information
These links provide detailed information for the adopted FY 22-23 budget.

FY 2022-2023 Adopted Program Budget

FY 2022-2023 Adopted Line Item Budget

 

We strive to be completely transparent about our finances and our budget. Additional line-item budget details are available to congregation members. If you have any questions, please reach out to our Treasurer at treasurer@uucharlottesville.org, our Director of Administration and Finance at Sean@uucharlottesville.org, or our Board at board@uucharlottesville.org.