Serial:

AC04-B01-01

PEP Argument Briefing Paper

Title:

Shifting Priorities in 2005 Budget

 

 

Applicable to:

2005 Diocesan Budget

 

 

Author:

Joan R. Gundersen

 

 

Date:

10/26/2004

Summary

The proposed budget for 2005 shows a projected decrease in income from the convention-approved budget of 2004, although approximately $27,000 more than the “revised” budget approved after convention last year. A change in budget priorities, however, is evident, with much less money going to local outreach and missions and money being reallocated from Episcopal Church programs to network or international programs. Apparently, staff compensation increases are regularly distributed after convention and the budget revised to reflect them. More substantial changes were made this year, however. (No “revised” 2003 budget was presented to the convention last year.)

Analysis

·         The original 2004 diocesan budget was built on the assumption that the diocese would receive funding from new parishes joining the diocese from outside diocesan bounds. This did not happen, and the budget was revised downward to reflect lower income. The revised budget made use of a one-time carryover from 2003 of $93,500, which obviously was not available to the diocese this year. The 2005 budget projects basically flat income except for a $26,000 increase in assessments from parishes. Increases in some budget lines thus require substantial cuts in others. The expenditure side reallocates funds by cutting the Congregational Mission and Transformational Networks areas—both of which distribute funds locally—and increasing the money spent on the Office of the Bishop.

·         On a macro level, the cuts look reasonable because the diocese is still budgeting more in these areas than it spent in 2003 (i.e., two years ago). However, when one looks at the specifics, a pattern emerges. Although Congregational Mission receives a $60,898 cut overall, it masks a pay increase done quietly after convention last year for Canon Hays. The “revised” budget for 2004 (not the one seen at convention) included an $8,000 compensation increase (salary and benefits) for Canon Hays. This increase is scaled back (probably based on actual spending in 2004), so that the budget for 2005 shows only a $4,400 increase over the original 2004 budget and a decrease of $3,550 from the revised budget. Since the cuts come in benefit costs, this cut does not affect the Canon’s take home. The Canon’s secretary also receives a slight increase driven by rising costs of several benefits and the new overtime laws. What is affected is actual mission. The budget zeroes out the support for a youth minister at St. Stephen’s Wilkinsburg. The new line is only 38% of the line from last year. Support for parish partnerships is reduced from $40,000 to $5,000, and new initiative grants are also reduced by $4,000.

·         The Tranformational Networks budget is reduced by almost $80,000 over the revised budget from last year and is $40,000 below the original 2004 budget. Bishop Scriven’s salary is assigned to this section of the budget. Like Canon Hays, the “revised” budget prepared after convention gave Bishop Scriven a pay increase of about $8,000. The 2005 budget holds the compensation basically level (with about a $300 decrease due to a substantial drop in life insurance costs). Clergy conference also receives a $5,000 increase. The “revised” budget for 2004 managed to add $25,000 for the New Priest Initiative, while cutting overall. This sum is now cut back to $15,000 in the 2005 budget. The biggest decrease (over $70,000) was achieved by eliminating the Development Director. A number of programs received increases in this category, including the commission on racism, hospital ministry, and expenses associated with ordinations. However, Education for Ministry, though not a large item, has no diocesan funding for next year.

·         The category of “Contributions Beyond the Diocese” appears at the macro level to be generally stable (with a $3,000 increase, or about 1%). However, support for the Lambeth 0.7% solution is eliminated (perhaps a reason to have placed the resolution supporting this expenditure in the ‘”let’s not talk about it” group of resolutions) and the apparently corresponding funds are marked as “undesignated.” This is a $12,000 item designated only for “international” purposes. The Episcopal Church received no budgeted funds from the diocese last year, and the same is true again this year.

·         The Office of the Bishop again appears to be a stable budget item if one compares the macro level “revised” 2004 budget with the 2005 budget. Once again, the major change came between the 2004 convention budget and the “revised” budget. Compensation increases for the Bishop ($7,000), bishop’s secretary ($3,000), and Director of Communications ($3,000) were made in the 2004 revision. The Director of Communications is receiving a $2,000 increase over the “revised” budget. Lower and shifting of benefit costs for personnel results in those categories making it appear that there is a slight decrease in personnel cost. The major savings (nearly $10,000), however, was achieved through elimination of the Bishop’s clerk position. Costs for production of Trinity and support for the Web site are up; no funding is indicated for Now. This increases the Communications/Publications portion of the Office of the Bishop budget by over $10,000.

·         The Office of Administration budget is dominated by personnel costs and includes compensation for Nancy Norton, her secretary, the accountant, receptionist, and archivist. Office costs are mostly for office supplies and copying, archive supplies, building rent, and technology. The pattern seen elsewhere is apparent here as well, with increases in compensation done almost entirely during the 2004 budget revision. Office costs are also shown as increasing by $14,000. Half of this is a rent increase for the Oliver Building offices. The rest may be a result of activities related to the Bishop’s role outside the diocese and the increased activity that entails (copying, phone, supplies).

Hosted by www.Geocities.ws

1