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Proposed Budget
2023 Diocesan Budget 2023 Diocesan Budget
Episcopal Diocese of Southwest Florida The 2023 Diocesan Budget Process and Reporting
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This diocesan budget is the product of a deliberate process of conversations that include the diocesan community through Diocesan Council, committees, leaders and focus groups. While truly a year-long process, the budgeting work formally begins in June and continues through final presentation in October.
*The Office of the Bishop staff communicated with a variety of diocesan leaders regarding individual line items. * The Endowment Fund Board determined the 2023 spending rule per the Endowment Fund Policy. Funds available for distribution are determined by using a total return principle. The approved spending rate for 2023 is 4.25% of the three-year rolling average market value of the endowment account ending in June 2022. * The Compensation for the Bishop Coadjutor will be negotiated as part of his Letter of Agreement. Appropriate contingency has been included in the 2023 budget to account for any change in compensation. * The Finance Committee reviewed draft budgets in their June and August meetings, and recommended the final draft to Diocesan Council. * Diocesan Council approved the final budget at their August 20, 2022 meeting. * The budget was presented to convention delegates and clergy at the Fall Deanery Convocation in September.
Within this budget presentation are the following:
A. 2023 Diocesan Operating Budget - Summary (one page summary of the operating budget) B 2023 DaySpring Episcopal Center Budget C 2023 Capital Sources and Uses of Funds D. Endowment Spending Rule Analysis (explanation of endowment spending rule calculation) E. Designated Funds (summary of the activity of the council-designated funds) F. Restricted Funds (summary of the activity of the individual donor-restricted funds) G. Apportionment Schedule (detailed schedule of 2023 apportionment amounts which fund the diocesan budget, by church) H.Apportionment Calculation (detailed definition of the apportionment calculation in our diocese)
Note: The 2023 Diocesan Operating Budget - Detail (detailed operating budget) is available for viewing on the Diocesan website.
54th ANNUAL CONVENTION 39
INCOME
Operating Apportionment Miscellaneous Income Income Released from Restricted/Designated Funds-General (a)
TOTAL INCOME
EXPENSES Congregational Support and Development
Seminarian Transition Congregation Leadership Cultural & Ethnic Ministries Mission and Congregational Development Uncollectable Apportionment Allowance
Total Congregational Support and Development
Ministry and Programming
Ministry Development Recovery Ministries DaySpring Program Development Youth, Young Adult and Families Campus Ministry Beyond Diocese
Total Ministry
Administration
Administration Cemetery Bishop Discretionary Investments Personnel Retired Personnel
Total Administration
TOTAL EXPENSES
NET TOTAL OPERATING 2022 Budget 2023 Budget
3,133,544$ 50,000$ 97,638$ 3,390,715$ 17,750$ 87,890$
3,281,182$ 3,496,354$
8,604$ 37,000$ 120,000$ 186,393$ 156,677$
508,674$
10,740$ 37,000$ 120,000$ 264,545$ $ 169,540
601,825$
20,683$ 5,000$ 100,000$ 150,000$ 64,035$ 636,935$
976,653$
19,308$ 5,000$ 97,450$ 135,000$ 64,222$ $ 613,365
934,344$
431,534$ 4,381$ -$ -$ 1,574,756$ -$
2,010,671$
379,500$ 6,742$ -$ -$ 1,504,610$ $ -
1,890,852$
3,495,998$ 3,427,021$
(214,816)$ 69,333$
Notes
a. Income released from restricted or designated accounts that is restricted to a particular expense category ($454,000) is presented as an offset to the expense (detailed budget available on the Diocesan website).
40 THAT THEY ALL MAY BE ONE DIOCESE OF SOUTHWEST FLORIDA
Line 1 INCOME
2 Meals/Lodging 3 Diocesan Budget 4 Episcopal-Other 5 Non-Episcopal 6 7 Miscellaneous 8 DaySpring Endowment Income (a) 9 10 CARES Act Aid 11 Aid From Diocesan Budget 12
13 Total Revenue
14 15 16 EXPENSES 17 Food Services 18 % of revenue 19 20 Guest Services 21 22 23 Maintenance 24 25 26 Administration 27 28 29 Other Expenses 30 31
32 Total Operating Expenses
33
34 Net Total Operations (Before Depreciation)
35 36 * Depreciation (non-cash) 37 38 39 Capital Income from Diocesan Budget (b) 40 Capital Maintenance Expenses 41 Net Total Capital
2022 Projected
1,442,755$
2023 Budget
1,637,973$
$
171,701 $ 53,108
1,667,564$
47,394 49,295
1,734,662$
$ 488,602 29%
$ 221,800 13%
$ 326,519 20%
$ 568,482 34%
$ 4,579 0%
1,609,982$
$ 57,582
$ 300,000 $ 536,086 31%
$ 230,517 13%
$ 401,493 23%
$ 559,742 32%
$ 6,824 0%
1,734,662$
$ 300,000
$ 100,000
$
100,000 $ $ 160,000
$
160,000 $ -
Notes
a. From the DaySpring Endowment per diocesan spending rule b. From Diocesan Budget Expense Account 583410 - DaySpring Capital Maintenance Support
54th ANNUAL CONVENTION 41
Episcopal Diocese of Southwest Florida 2023 Capital Sources and Uses of Funds
Line Accounts
1 SOURCES OF FUNDS:
2 3 Money Market Account - BOY: 4 Interest Income 5 Transfers from Operating Account 6 Money Market Account - EOY 7 8 From Diocesan Budget: 9 570050 - Capital Apportionment, Net of Allowance 10 573010 - Capital Income Gifts 11 12 Construction Line of Credit ($3,000,000 available) 13 14 Prior Year Carryover 15 16 TOTAL SOURCES OF FUNDS:
17 18 19 USES OF FUNDS:
20 21 On Diocesan Budget (Income Statement): 22 583410 - DaySpring Capital Maintenance Support 23 24 Capitalized Fixed Assets (on Balance Sheet): 25 Furniture Fixtures and Equipment - Diocesan House 26 Car - Bishop Coadjutor 27 Investment in DaySpring 28 Transfers to Money Market 29 Construction In Progress - Phase 1.5 (Maintenance, SOS) 30 31 Phase 2 (Large Worship/Meeting) 32 Phase 3 (Adult Lodges) 33 34 TOTAL USES OF FUNDS:
35 36 AVAILABLE FUNDS - EOY
2022 Projected 2023 Budget Notes
751,132$
851,282$
150$ 160$ 100,000$ 200,000 $ 851,282$ 1,051,442 $
488,479$ 573,519$ (Note a) 10,000$ -$
-$ 98,479$
1,349,761$ 1,723,440$
100,000$ 160,000$ (Note b)
-$ -$ 50,000$ -$ Per LOA 50,000$ 250,000$ (Note c) 100,000$ 200,000$ 100,000$ -$
-$ -$ (Note d) -$ -$ (Note d)
400,000$ 610,000$
949,761$ 1,113,440$
Notes
a. 10% capital apportionment rate; based on timing of church capital projects and capital income b. Directly to DS Capital Fund for current maintenance; 2023 projects include new ramp into chapel c. $50,000 in 2022 is for a new ramp at St. Thomas Chapel; $250,000 in 2023 is for showers in the dorms/cabins, replacement of AC units, erosion mitigation, flooring replacement (cabins and houses) and other deferred projects d. Assumption: Phase 2 and/or 3 only occur with sufficient major gifts (not capital apportionment)
42 THAT THEY ALL MAY BE ONE DIOCESE OF SOUTHWEST FLORIDA
Episcopal Diocese of Southwest Florida Endowment Spending Rule Analysis 2023
2018-Q3 2018-Q4 2019-Q1 2019-Q2 2019-Q3 2019-Q4 2020-Q1 2020-Q2 2020-Q3 2020-Q4 2021-Q1 2021-Q2 2021-Q3 2021-Q4 2022-Q1 2022-Q2
Market Value Endowment Fund Income Fund
Endowments/ Restricted Funds Revolving Loan Fund
15,874,143$ 14,365,585$ 16,112,976$ 17,218,554$ 17,048,491$ 18,009,598$ 15,041,427$ 17,235,407$ 17,998,500$ 20,027,532$ 20,839,855$ 21,870,308$ 21,605,909$ 23,187,009$ 21,685,354$ 19,316,007$ 1,342,078$ 1,279,947$ 1,485,271$ 1,512,972$ 1,183,819$ 1,187,871$ 1,255,953$ 1,252,085$ 1,258,535$ 1,388,554$ 1,448,917$ 1,362,844$ 1,465,595$ 1,262,176$ 1,253,583$ 1,109,114$
Total
17,216,221$ 15,645,532$ 17,598,247$ 18,731,526$ 18,232,310$ 19,197,469$ 16,297,380$ 18,487,492$ 19,257,035$ 21,416,086$ 22,288,772$ 23,233,152$ 23,071,504$ 24,449,185$ 22,938,937$ 20,425,121$
3 Year Average as of 6/30/21 19,488,783$
Spending Rate 4.25% 1,285,754$
NA $ 20,774,537
Annual Distribution Monthly 828,273$ 69,023$ NA NA 828,273$ 69,023$
Explanation:
The percentage of the FUND made available for distribution shall be determined each year by the board and will normally fall in the range of three to five percent. In so doing, market performance of the portfolio will be an important consideration. It will be the goal of the board to grow, or at least maintain, the purchasing power of the FUND taking inflationary effects into account.
Funds available for distribution are determined by using a total return principle, i.e., return derived from dividends and interest as well as realized and unrealized capital gains. The funds available for distribution during any one year will be limited to a percentage of the market value of the corpus that is based on a three-year rolling average, with measures taken at the end of each of the preceding twelve quarters.
The approved spending rate for 2023 is 4.25% of the three-year rolling average market value of the endowment ending in June 2022. The 3-year average return is 4.99% (down from 11.42%), 3-year average inflation of 5.0% (up from 2.6%), and endowment management fees of .45% (down from .52%). While the returns this past year are down and inflation is at a 40-year high, this rate is historically consistent and justified by the long-term performance of the endowment and the conservative spending rates in prior years.
This spending rule releases a total of $828,273 from restricted and designated invested funds for use in 2023, relative to $881,843 in 2022. Of this 2023 total, $286,313 is the distribution for the 36 congregation and organization participants of the Diocesan Endowment Management Program (DEMP). The calculated funds available for distribution are included in the diocesan budget for 2023 and distributed monthly per the request of the DEMP participants.
54th ANNUAL CONVENTION 43
These are funds grouped according to designations approved by Diocesan Council.
Endowments
DaySpring Endowment Episcopal Charities Endowment
Mission Fund
Mission Fund
Revolving Loan Fund
Notes Receivable Cash Available
Total Designated Funds
6/30/2022 Balance
1,143,916$ 997,113$ 2,141,029$
2,304,913$
3,712,500$ 1,048,360$ 4,760,860$
9,206,802$
Rate
4.25% (d) 4.25% (d)
Budgeted 2023 Distribution Income Released to:
49,295$ $ 42,969
$ 92,264
DaySpring EC Grants
4.25% (d) 99,326$
1.5%-4.25% 111,375$ 3.81% $ 39,943
$ 151,318
342,907$
Operating Budget
Reinvested into RLF Fund Reinvested into RLF Fund
Notes
a. Total to Operating Budget b. Total to Designated Funds c. Total Out to Third Party
d. Approved spending rule for 2023: 4.25% of the trailing 3 year average balance 99,326$ 151,318$ $ 92,264 342,907$
44 THAT THEY ALL MAY BE ONE DIOCESE OF SOUTHWEST FLORIDA
These are funds legally restricted by the donor's wishes.
Restriction Category / Fund Name
6/30/2022 Balance Rate Budgeted 2023 Distribution Income Released to:
Congregation Loans
Flagler (St Mary, Tampa, Available funds) 142,337$ 0.00% -$
Rev. Cap.Loan (St Mark, Tampa) $ 935,396 3.00% $ 28,062
$ 1,077,733 $ 28,062
Revolving Loan Fund
Bishop Discretionary
Tulane (part A-St Mark Tampa loan) Tulane (part B-Endowment)
Underprivileged
Smith 315,034$ 3.00% 9,451$ $ 553,101 4.25% (d) $ 23,835
$ 868,134 $ 33,286
$ 141,719
4.25% (d)
$ 6,107
Operating Budget
Operating Budget
Missions
Foster Plumley Leach Slemaker Evans 50%
Theological Education
Lindsey Evans 50% Greene Mochino Hall
College Chaplaincy
Kiely SCF Chaplaincy Fund
Benefit of elderly
Archambault Ross
Cemetery
St Bartholomew Cemetery
Other
Hubbs
Johnson 50% Blacktop Werk SWFL Endowment-Unrestricted
For Distribution
Johnson 50% Dunning 20,079$ 4.25% (d) 865$ 13,531$ 4.25% (d) 583$ 854,503$ 4.25% (d) 36,823$ 621,936$ 4.25% (d) 26,801$ $ 24,513 4.25% (d) $ 1,056
$ 1,534,562 $ 66,129
544,452$ 4.25% (d) 23,462$ 24,513$ 4.25% (d) 1,056$ 212,787$ 4.25% (d) 9,170$ 134,132$ 4.25% (d) 5,780$ $ 51,613 4.25% (d) $ 2,224 $ 967,497 $ 41,692
$ 39,043
4.25% (d)
$ 1,682
1,119,173$ 4.25% (d) 48,229$ $ 1,233,438 4.25% (d) $ 53,153 $ 2,352,610 $ 101,381
$ 75,598
4.25% (d)
$ 3,258
Operating Budget
Operating Budget
Operating Budget
Operating Budget
Operating Budget
446,929$ 4.25% (d) 19,260$
121,687$ 4.25% (d) 5,244$ 33,257$ 4.25% (d) 1,433$ 1,715,655$ 4.25% (d) 73,933$ $ 27,207 4.25% (d) $ 1,172
$ 2,344,735 $ 101,042
Operating Budget
121,687$ 4.25% (d) 5,244$ Church of the Ascension -$ Fixed 1,500$ To Episcopal Charities Grants
Total Restricted Funds 9,523,319$ 389,384$
Other Diocesan Organization Endowments
ECW-Sarah Howell Fund CSA-Mary Ellen Smith Endowment 202,810$ 4.25% (d) 8,740$ Outreach 35,900$ 4.25% (d) 1,547$ Outreach
Beneficial Interest in Bishop Gray Retirement Foundation
The Bishop Gray Retirement Foundation, Inc. is a not-for-profit Florida corporation, organized to provide retirement support for the aged under the auspices and control of the Central, Southwest and Southeast Florida Diocese of the Protestant Episcopal Church currently through a scholarship program which is intended to help eligible elderly Episcopalians from the three dioceses obtain quality housing and healthcare. The Diocese elects four members to the governing board to the Bishop Gray Retirement Foundation, Inc. At 12/31/2021, the total assets of the Foundation were $16,024,048.
54th ANNUAL CONVENTION 45
2023 Apportionment
Capital Operating Total
53,614 $ 9,214 $ 55,215 $ 101,200 $ 101,957 $ 19,460 $ 37,639 $ 6,801 $ 29,306 $ 125,035 $ 16,273 $ 52,110 $ 34,684 $ 35,687 $ 52,717 $ 27,432 $ 52,127 $ 56,133 $
@10%
12,260 $ $ 3,000 $ 9,919 $ 0 $ 1,698 $ 8,653 $ $ 2,537 $ 4,625 $ 500 $ 881 $ 2,353 $ 4,500 $ 9,011 $ 3,361 $ 3,770 $ 4,200 $
@10%
41,354 $ 9,214 $ 52,215 $ 91,281 $ 101,957 $ 17,762 $ 28,987 $ 6,801 $ 26,768 $ 120,410 $ 15,773 $ 51,229 $ 32,331 $ 31,187 $ 43,706 $ 24,071 $ 48,356 $ 51,933 $ 33,137 $ 19,582 $ 8,383 $ 50,170 $ 6,976 $ 17,077 $ 11,485 $ 41,999 $ 67,443 $ 67,959 $ 49,804 $ 39,762 $ 327,531 $ 17,416 $ 35,262 $ 15,266 $ 20,109 $ 157,473 $ 21,494 $ 11,835 $ 10,077 $ 34,500 $ 28,748 $
$ 3,050 $ 1,731 $ 16,253 $ 2,100 $ 1,010 $ $ 5,650 $ $ 148 $ $ 136,049 $ 471 $ 726 $ 3,002 $ 1,995 $ 113,672 $ 435 $ 1,478 $ $ 977 $ 310 $
33,137 $ 16,532 $ 6,652 $ 33,917 $ 4,876 $ 16,067 $ 11,485 $ 36,350 $ 67,443 $ 67,959 $ 49,657 $ 39,762 $ 191,482 $ 16,945 $ 34,536 $ 12,264 $ 18,115 $ 43,801 $ 21,059 $ 10,358 $ 10,077 $ 33,523 $ 28,438 $
2021 Parochial Report
Subtotal A Line 8
(lines 3+4+5+6)
Total Subject to Funds Received for Normal Operating Apportionment
536,140 $ 92,135 $ 552,149 $ 1,011,997 $ 1,019,569 $ 194,600 $ 376,392 $ 68,013 $ 293,057 $ 1,250,348 $ 162,733 $ 521,102 $ 346,843 $ 356,867 $ 527,167 $ 274,320 $ 521,265 $ 561,328 $
Capital Projects
122,599 $ $ 30,000 $ 99,188 $ 1 $ 16,979 $ 86,527 $ $ 25,373 $ 46,250 $ 5,000 $ 8,809 $ 23,532 $ 45,000 $ 90,110 $ 33,612 $ 37,704 $ 41,998 $
Income
413,541 $ 92,135 $ 522,149 $ 912,809 $ 1,019,568 $ 177,621 $ 289,865 $ 68,013 $ 267,684 $ 1,204,098 $ 157,733 $ 512,293 $ 323,311 $ 311,867 $ 437,057 $ 240,708 $ 483,561 $ 519,330 $ Parochial Report Not Filed 331,370 $
$ 331,370 $ 195,822 $ 83,827 $
30,500 $ 17,312 $
165,322 $ 66,515 $ 501,698 $ 69,761 $ 170,768 $ 114,848 $ 419,991 $ 674,433 $
162,529 $ 21,000 $ 10,100 $ $ 56,495 $
339,169 $ 48,761 $ 160,668 $ 114,848 $ 363,496 $ 674,433 $ 679,590 $ 498,043 $ 397,624 $ 3,275,307 $ 174,163 $ 352,617 $ 152,663 $ 201,093 $ 1,574,725 $ 214,940 $ 118,350 $ 100,772 $ 345,004 $ 287,481 $
$ 1,475 $ $ 1,360,490 $ 4,709 $ 7,255 $ 30,024 $ 19,948 $ 1,136,717 $ 4,350 $ 14,775 $ $ 9,774 $ 3,099 $
679,590 $ 496,568 $ 397,624 $ 1,914,817 $ 169,454 $ 345,362 $ 122,639 $ 181,145 $ 438,008 $ 210,590 $ 103,575 $ 100,772 $ 335,230 $ 284,382 $
Church
Annunciation St. Edmund St. Andrew St. Mary Christ Church St. George St. Mary Magdalene St. John Epiphany Ascension Good Samaritan Holy Trinity St. John St. Mary Good Shepherd St. David Iona-Hope St. Hilary Lamb of God St. Luke St. Raphael St. Martin Calvary Good Shepherd Resurrection St. Anselm All Angels by the Sea St. Mark St. John St. Monica St. Paul Trinity-by-the-Cove St. Stephen All Souls St. Nathaniel Holy Spirit St. Alfred St. Mary St. John St. Giles St. Peter St. James
City
Holmes Beach Arcadia Boca Grande Bonita Springs Bradenton Bradenton Lakewood Ranch Brooksville Cape Coral Clearwater Clearwater Clearwater Clearwater Dade City Dunedin Englewood Fort Myers Fort Myers Fort Myers Fort Myers Fort Myers Beach Hudson Indian Rocks Bch LaBelle Largo Lehigh Acres Longboat Key Marco Island Naples Naples Naples Naples New Port Richey North Fort Myers North Port Osprey Palm Harbor Palmetto St. James City (Pine Island) Pinellas Park Plant City Port Charlotte
46 THAT THEY ALL MAY BE ONE DIOCESE OF SOUTHWEST FLORIDA
2023 Apportionment
Capital Operating Total
35,511 $ 92,293 $ 26,281 $ 12,562 $ 23,792 $ 14,784 $ 11,877 $ 146,103 $ 69,770 $ 26,901 $ 15,787 $ 136,717 $ 30,966 $ 398,986 $ 129,326 $ 29,397 $ 26,207 $ 31,107 $ 41,646 $ 46,524 $ 58,704 $ 6,432 $ 24,814 $ 2,770 $ 24,815 $ 142,869 $ 51,509 $ 30,034 $ 31,732 $ 27,177 $ 86,505 $ 35,309 $ 115,855 $ 7,739 $ 11,345 $
@10%
3,680 $ 16,221 $ 118 $ $ 1,400 $ 621 $ $ 1,871 $ 335 $ $ 56,188 $ 773 $ 56,546 $ 895 $ 6,985 $ 251 $ 5,505 $ 2,496 $ 14,987 $ $ 2,321 $ 6,314 $ 1,553 $ 2,000 $ $ 25,498 $ 595 $ 4,345 $ 240 $ 1,461 $
@10%
31,830 $ 76,072 $ 26,163 $ 12,562 $ 22,392 $ 14,163 $ 11,877 $ 146,103 $ 67,899 $ 26,566 $ 15,787 $ 80,529 $ 30,194 $ 342,440 $ 128,431 $ 22,412 $ 25,956 $ 25,602 $ 39,150 $ 31,537 $ 58,704 $ 6,432 $ 24,814 $ 2,770 $ 22,494 $ 136,555 $ 49,956 $ 28,034 $ 31,732 $ 27,177 $ 61,007 $ 34,714 $ 111,510 $ 7,499 $ 9,883 $
3,964,234 $ 573,519 $ 3,390,715 $
2021 Parochial Report
Subtotal A Line 8
(lines 3+4+5+6)
Total Subject to Funds Received for Normal Operating Apportionment
355,105 $ 922,925 $ 262,808 $ 125,624 $ 237,915 $ 147,839 $ 118,773 $ 1,461,025 $ 697,704 $ 269,010 $ 157,869 $ 1,367,166 $ 309,662 $ 3,989,856 $ 1,293,260 $ 293,970 $ 262,072 $ 311,068 $ 416,458 $ 465,240 $ 587,041 $ 64,317 $ 248,137 $ 27,701 $ 248,151 $ 1,428,685 $ 515,091 $ 300,342 $ 317,324 $ 271,769 $ 865,047 $ 353,087 $ 1,158,546 $ 77,386 $ 113,447 $
Capital Projects
36,801 $ 162,205 $ 1,175 $ $ 14,000 $ 6,210 $ $ 18,713 $ 3,350 $ $ 561,876 $ 7,726 $ 565,460 $ 8,946 $ 69,850 $ 2,510 $ 55,050 $ 24,955 $ 149,871 $ $ 23,207 $ 63,139 $ 15,528 $ 20,000 $ $ 254,979 $ 5,948 $ 43,448 $ 2,396 $ 14,613 $
Income
318,304 $ 760,720 $ 261,633 $ 125,624 $ 223,915 $ 141,629 $ 118,773 $ 1,461,025 $ 678,991 $ 265,660 $ 157,869 $ 805,290 $ 301,936 $ 3,424,396 $ 1,284,314 $ 224,120 $ 259,562 $ 256,018 $ 391,503 $ 315,369 $ 587,041 $ 64,317 $ 248,137 $ 27,701 $ 224,944 $ 1,365,546 $ 499,563 $ 280,342 $ 317,324 $ 271,769 $ 610,068 $ 347,139 $ 1,115,098 $ 74,990 $ 98,834 $
39,642,335 $ 5,735,190 $ 33,907,145 $
Church
Good Shepherd St. John the Divine Holy Spirit St. Augustine St. Bartholomew St. Bede St. Matthew St. Peter Cathedral St. Thomas St. Vincent St. Alban St. Michael & All Angels Nativity Redeemer St. Boniface St. Margaret St. Wilfred St. Anne of Grace St. Andrew Grace St. Andrew St. Chad St. Clement St. Francis St. James House of Prayer St. John St. Mark St. Mary All Saints St. Catherine Holy Innocents Good Shepherd St. Mark St. Paul St. Elizabeth
City
Punta Gorda Sun City Center Safety Harbor St. Petersburg St. Petersburg St. Petersburg St. Petersburg St. Petersburg St. Petersburg St. Petersburg St. Pete Beach Sanibel Sarasota Sarasota Sarasota Sarasota Sarasota Seminole Spring Hill Tampa Tampa Tampa Tampa Tampa Tampa Tampa Tampa Tampa Tarpon Springs Temple Terrace Valrico Venice Venice Wesley Chapel Zephyrhills
54th ANNUAL CONVENTION
Totals
47
The apportionment that each congregation pays to the Diocese of Southwest Florida for the support of the diocese and related activities of the diocese shall be calculated as the sum of two parts: 1) operating apportionment and 2) capital apportionment. The Parochial Report figures used as the basis for these calculations shall be from the report filed two years preceding the year in which the apportionment is due. For example: the 2023 apportionment is calculated using the data filed in the 2021 Parochial Report.
1) Operating Apportionment is calculated as 10% of the congregation's "Normal Operating Income", reported on SubTotal A of the Parochial Report. The 10% rate is the default for every year, however the percentage amount may be adjusted as a part of the annual budgeting process. Any exceptions to the rate for a particular year would be approved through the regular approval process of the diocesan budget for that year.
2) Capital Apportionment is calculated as 10% of the congregation's "Capital Funds, gifts and additions", reported on Line 8 of the Parochial Report. These apportionment dollars are directed to the capital needs of the diocese and the support of new missions.
The apportionment shall be paid on a regular monthly basis throughout the year unless other arrangements are made with approval of the Diocesan Council in advance.
Please refer to Exhibit B for apportionment calculation definitions as they relate to the Parochial Report
48 THAT THEY ALL MAY BE ONE DIOCESE OF SOUTHWEST FLORIDA
Episcopal Diocese of Southwest Florida Exhibit B - Apportionment Definitions and Sources
54th ANNUAL CONVENTION
Operating Apportionment
Capital Apportionment
49
Reports to Convention
Bishop’s Cabinet for DaySpring Development
Michael Hall Kline Sr., Chair of the Bishop’s Cabinet, and the driving force behind DaySpring’s development over its more than 40-year history in the Diocese of Southwest Florida died November 17, 2021. Thanks be to God, for Michael’s presence, and ministry in leadership serving on the Bishop’s Cabinet for DaySpring Development and throughout the diocese. The former Program Center at DaySpring is now renamed to be known as Kline Hall.
The Bishop’s Cabinet continues to drive the implementation of the 10-year Master Plan for DaySpring. The construction of a Maintenance Building to consolidate our services away from the guest areas and to make room for the future new meeting/worship space has been completed. The 2022 focus continues to be the Spring of Support fountain and gathering area which will honor the contributions of many and provide a spiritual space for reflection and meditation.
These projects are supported by multiple grants from community foundations and individual donors that share our appreciation for DaySpring as a Sacred Place in the heart of our community. With the grace of God and love of Jesus Christ, DaySpring will continue as a caring and resourceful haven for all His people.
Lana J. Fitzgerald, Chair
Bishop Gray Retirement Foundation, Inc.
The Bishop Gray Retirement Foundation’s financial assistance program continues to provide financial aid to lowincome senior Episcopalians from the Southwest, Southeast, and Central Dioceses of Florida seeking help with the cost of retirement living and medical expenses. We do still gratefully receive donations from individuals and parishes from the three dioceses, as well as through estate charitable planned giving. The board of trustees would like to preserve the endowment fund as much as possible, using the income from investments for distributions. In 2022, we will have helped 55-60 Episcopalians, living in retirement communities, assisted living, and senior facilities/apartments in the three dioceses, and approximately $650,000 - $680,000 will have been distributed for financial assistance mostly in the form of monthly housing grants by the end of the year. Sample Retirement/ALF/Senior Living Facilities housing BGR Foundation financial aid recipients:
Hampton Manor, Ocala; Riverview House, Lake Worth; Colony Court Apt., Eustis; Century Village, W. Palm Beach; Savannah Court of Maitland; Palm’s Edge ALF, Riviera Beach; Westminster Winter Park; St. Andrews Residence, West Palm Beach; Orlando Lutheran Towers; Grand Villa ALF, Boynton Beach; Gulfstream Harbor, Orlando; Arbors at Belleair, Clearwater; Cascade Heights, Longwood; Pinellas Heights, Largo; Magnolia Towers, Orlando; McCown Towers, Sarasota; New Horizon Share Home, Winter Haven; Woodlands Village, Bradenton; Trinity Towers West, Melbourne; Elison of Pinecrest, Largo; Magnolia Manor, Daytona Beach; Hampton Point, Punta Gorda; Greengate Apt., W. Palm Beach; Leitner Creek Dr. Condos, Bonita Springs; Southbridge Condos, W. Palm Beach and Grand Reserve, Zephyrhills
BGR Foundation Board of Trustees: • Southwest Diocese: The Rt. Rev. Dabney T. Smith, President, Dr. C. Thomas Gooding, The Rev. Bill Moyers, & The Rev. Denise C. Healy • Southeast Diocese: The Rt. Rev. Peter Eaton, Dr. Helen Bhagwandin, Dr. Harlington “H” Hanna, Ms. Barbara MacKenzie, &Mrs. Malvern V. Mathis • Central Diocese: The Rt. Rev. Gregory O. Brewer, Vice President; Mr. Alexander C. Mackinnon Secretary; Mr. Guy D. Colado, Treasurer; The Very Rev. Hugh McGlashon, Jr., &The Rev. Kim Spear Ginger Van Valkenburgh, Exec. Director
50 THAT THEY ALL MAY BE ONE
Chaplains to Retired Clergy
Our diocese has 12 chaplains who provide pastoral care for approximately 300 retired clergy and 250 spouses. The chaplains are assigned regionally by deanery and under the direction of the Office of the Bishop. We provide pastoral care when needed with illness and at the time of a death. Our focus is to connect the retiree with a local congregation if they are not already attached. In the spring Bishop Smith sponsors an annual Retired Clergy/ Spouse Day at DaySpring. This year’s event was in person for the first time in several years. It took place on Ash Wednesday with a great speaker, Holy Eucharist, the imposition of ashes, and a delicious lunch. The following is a sampling of our ministry: hospital visits, luncheons with clergy and spouses, mailing birthday and anniversary cards, attending funerals and following up as needed, phone calls and home visits to the ill and infirm, and transportation on occasion. The Chaplains are: The Rev. Canon Chris Gray and Paula Gray (Diocesan Chaplains), the Rev. Leo Crawford and Ann Crawford (Clearwater Deanery), the Rt. Rev. Barry Howe and Mary Howe (St. Petersburg Deanery), the Rev. Jerry Stadel and Anne Stadel (Tampa Deanery), the Rev. Ted Copeland (Manasota Deanery), the Rev. John Warfel (Venice Deanery), the Rev. Kathy Schillreff (Naples Deanery), and the Rev. Suzanne Post (Ft. Myers
DIOCESE OF SOUTHWEST FLORIDA
Deanery).
The Rev. Canon Chris Gray, Canon for Stewardship
Clergy Spouse Association
The Clergy Spouse Association (CSA) continues in carrying out its mission of supporting the spouses of ordained clergy by providing opportunities for enrichment, fellowship and outreach. Our community strives to connect and engage with spouses of clergy who are active, retired or widowed. We gathered twice this year for annual events that were designed to build relationships for support and communication.
Due to the COVID-19 Pandemic, the CSA’s 2021 Annual Convention Luncheon was held as an evening virtual event on the Zoom platform. The event featured the introduction of new clergy spouses, the election of the 2022 Slate of Officers, and time for sharing. A themed question and answer session led by Sherre Henley greatly enhanced discussion. The event included time for prayers for the community and a reading of the necrology. Those elected for 2022 Offices were: Erika Cannon, President; Lori Reho, Vice-President; Barbara Brotherton, Treasurer; Sue Van Oss, Secretary; Betty Creelman, Chaplain; Sharon Teets, Sunshine Chair; Sherre Henley and Desiree Hudson, Communications.
The Annual Gathering and Retreat, scheduled for February 5-7, 2021, was cancelled due to continued concern for the safety of the community during the pandemic. As a substitution for the in-person retreat, the CSA invited the Rev. Catherine Tyndall Boyd to host the May Zoom Social. Turnout for the evening was high and the discussion was lively and relevant.
The CSA has continued to offer an opportunity to connect at the Zoom Socials held on the third Thursday of every month. This monthly event remains enthusiastically supported by members who are grateful for the opportunity to check-in with one another on a consistent basis.
In the area of outreach, the CSA provided an annual Advent gift to diocesan students at residential seminaries through the Mary Ellen Smith Memorial Endowment Fund. The five residential seminarians to receive a 2021 Advent gift were: Timothy MacDonald, Robert Davis and Amy Feins all attending Nashotah House, Michael Alford attending VTS, and Anne Hartley finishing at General Theological. In addition, the Sunshine Committee sent greetings, good wishes and condolences to diocesan spouses of clergy as such occasions arose throughout the year.
In closing, all spouses of clergy are warmly encouraged to join us for our unique fellowship with one another. Our annual events provide opportunities to create individual relationships and support systems throughout the Diocese of Southwest Florida. Clergy Spouse Association events are publicized through mailers, social media, diocesan publications and the diocesan website.
Lori Reho, President
54th ANNUAL CONVENTION
Commission on Ministry
Members of the Commission on Ministry (COM) are lay and ordained persons who serve the church at the pleasure of the Bishop. An appointed member of the Standing Committee serves on the COM as liaison. In conjunction with the Standing Committee, the Canon to the Ordinary, the Office of the Bishop, congregations, aspirants, postulants, and candidates, members of the COM have worked to create an environment of prayerful discernment. Each member of the COM is assigned as a liaison to those in the discernment process beginning with the time a person seeks to form a Discernment Group.
In 2021, the COM gathered via ZOOM and in person - for nine (9) committee meetings, four (4) Bishops Advisory Panel Interviews, and two (2) Vocation Information Evenings - to conduct the business of interviewing and listening to those who are discerning a call to holy orders. We also completed a revision of the Commission on Ministry Manual of Policies and Procedures. We look forward to continuing to serve all those who seek to live out their baptismal ministry. The Rev. Janet Tunnell, Chair
Companion Diocese Committee
The members of the Companion Diocese Committee continue to have the challenge of how to stay in relationship with our brothers and sisters in Christ who live in the Dominican Republic. With much prayer and thought, we are discovering ways to work from afar in order to continue several projects. This past year has proved to be even more limiting for the Companion Diocese Committee, following a couple of virtual meetings, the decision was made to suspend meetings until there is more certainty about what we can accomplish and when we are able to resume travel. A major challenge has been addressing COVID-19 concerns, especially if team members test positive and arrangements must be made for quarantine prior to returning home.
For more than 26 years Church of the Redeemer has been actively involved in adult mission work in the Dominican Republic. During this time frame, the projects Redeemer has funded and helped build include several churches, a parish hall, a vicarage (priest residence on church property), an assisted living facility, and several schools. The most recent project built a second-floor parish hall at Monte Sión (the church that was constructed by mission groups from Redeemer over the last few years). Plans are currently on hold with the hope that efforts can continue in the near future to address the current needs of the Dominican church.
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Summer 2020 marked the twenty-first consecutive year that churches from the Tampa Deanery have participated in God’s work in the Dominican Republic. Because of COVID-19 concerns, no Tampa teams have been able to travel to the D.R. Arrangements have been made to fund local workers to build a perimeter wall to secure a new site in Catalina in preparation for the proposed construction of Santo Nombre de Jesús. Revised plans addressing the current needs of the congregation are also ongoing, and Bishop Moisés Quezada Mota is currently accepting bids for the revised project. St. John’s, Tampa, continues to support the Clinica Esperanza y Caridad, a medical clinic dedicated to bringing health services to the poor, in San Pedro de Macorís. For the third year in a row, the Cathedral Church of St. Peter has been unable to send a mission team to help with the Vacation Bible School program at the churches of La Anunciación and San Lucas, located in Santiago de los Caballeros. We are hopeful and anticipate that by summer 2023, we will be able to join our faithful Dominican Episcopalian friends and clergy.
Education programs sponsored by the Dominican Episcopal Church are being updated, including an online scholarship program listed on the DDG website, https://www.theddg.org/projects. Several of the schools identified were constructed by teams from the Diocese of Southwest Florida. The ECW of SW Florida has also supported critical educational initiatives for the children in the Dominican Episcopal Church schools through the scholarship program.
The Dominican Development Group office has now gone virtual and productive steps are being taken to utilize this new medium, especially with other Companion Dioceses and the Dominican Episcopal Church. The Board of the DDG has scheduled a Board meeting and retreat for September in the Dominican Republic. This will be the first in-person meeting since February 2020.
The members of the SWFL Companion Diocese Committee pray that we will be able to once again join in person with our Dominican brothers and sisters in Christ to continue our mission and ministry in 2023. Sally Thompson, Board of Directors, DDG for
The Rev. Deacon Kathy Gilpin, Chair, Diocese of SWFL Companion Diocese Committee
Cursillo
Cursillo is a movement of the Episcopal Church, under the authority of the Presiding Bishop and diocesan bishops, to develop lay leadership across our diocese. Cursillo is one method for training, supporting, encouraging the ongoing development of Christian leadership. This experience gives an opportunity to grow in faith within our parish communities and out into our extended environments.
We are excited to begin active weekends of Cursillo after a 2-year hold, due to the COVID-19 pandemic. Cursillo is a lay led movement to develop leaders in the Christian community. The program is designed to encourage ongoing development by offering an opportunity to grow in faith within our local parishes and extend beyond our church walls to the communities in which we live, play and work. The actual Cursillo weekend is a three-day event that holds 15 different talks, group discussions, worship, and fun. The process encourages a “Rule of Life” to hold ourselves accountable after the weekend through small groups of ongoing meetings. Larger gatherings are held throughout the diocese for sharing and encouragement including “witness talk” that is centered on apostolic action. The Cursillo Secretariat (the lay governing body) expect to continue the tradition to hold two English language Weekends and one Spanish language weekend that teach the methods of Cursillo. The movement in the Diocese of Southwest Florida has been ongoing for 42 years and efforts are underway to bring the movement back to its former heights of pre-pandemic days. If you are looking to enhance your walk with Jesus, or feeling a call to serve but are not sure of the next step, please visit our website www.cursilloswfla.org. We are all about living a Christ-centered life and would like to help you on your journey.
52 THAT THEY ALL MAY BE ONE Dorothy Lowrie, Lay Director
Daughters of the King
Daughters of the King are women and girls between the ages of seven and one hundred and seven who desire a closer walk with the Lord. We are Christian women, both lay and ordained, who are strengthened through the discipline of a Rule of Life and supported through the companionship of our sisters. We are all at different stages of our Christian journey – some have just begun, and some have been on this path for a long time. But no matter where we are on our sacred journeys, our primary goal is the same – to know Jesus Christ and to make Him known to others. We don’t just enroll as members and attend meetings. After a three-month period of study and discernment, each new member takes vows to uphold the two Rules of The Order: the Rule of Prayer and the Rule of Service and Evangelism. A Rule of Life is a self-imposed spiritual discipline practiced daily by an individual. It includes regular and seasonal devotions, both private and public, and is a commitment intelligently and prayerfully considered. A Rule of Life sets apart an order from other church organizations.
The Daughters of the King holds two Southwest Florida Diocesan Assemblies each year at DaySpring and/or on Zoom. The retreats have guest speakers that bring an uplifting and renewing message to our Daughters as food
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and strength for our journey.
Daughters who attend parishes that do not have a chapter are able to maintain their Rule of Life and membership as Daughters by becoming Daughters-atLarge or joining a chapter in another church. The Diocese of Southwest Florida has more than 30 chapters of the Order of the Daughters of the King. If you are interested in starting a chapter in your church, please contact Jackie Smith at jlsmith1211@icloud.com or 215.337.7615.
Jackie Smith, President
Disciplinary Board
After the Disciplinary Board elected Kevin Fitzgerald as president last November, he tragically passed away in February. Bishop Smith then appointed member Robert Sawyer as Kevin’s successor, along with bringing on three new members to fill open positions on the Board.
Through July, we received three complaints this year. Each is being promptly addressed in accordance with Title IV of the Constitution and Canons. It is the Board’s mission to achieve healing, repentance, forgiveness, restitution, justice, amendment of life, and reconciliation.
Lay Members: Mrs. Glenna Hileman, Dr. William Kerr, and Dr. Edwin Ortiz.
Clergy Members: The Rev. Joseph Hudson, the Rev. Barry Kubler, the Rev. David Marshall, the Rev. Michael Rau and the Rev. Chester Trow.
Thank you also, Intake Officer, The Rev. Peter Lane, for your service and leadership.
And thank you, Bishop Smith, Chancellor, Ted Tripp, Esq. and Church Attorney, John Goldsmith, Esq., for your invaluable support of our efforts.
Finally, I want to recognize Mr. Roger Schwenke, Esq., who was president of this Board for many years before leaving the Diocese to be near family. He returned to us in July to join me in presenting Title IV training to the Board and some clergy friends. Thank you, Roger! Robert Sawyer, President
Diocesan Altar Guild
The Diocesan Altar Guild exists to represent the altar guilds of each parish and provide liturgical leadership throughout the diocese as well as serving the Bishop in any Eucharistic preparation he requests. This may include everything from Convention Eucharist to supplying a new small church plant. We are a resource available to all and often help with teaching. Our most popular offering is providing an exchange table at Convention where churches may both donate and/or find treasures no longer used. No money exchanges hands and our tables are empty at the end of Convention. Due to the presence of COVID-19 during these past two years, the Diocesan Altar Guild has not held meetings in person or met as a group. We have not had our famous exchange table for two years and anticipate full tables in 2022. We are looking forward to taking a more active role this year as we help prepare for the Rev. Dr. Douglas F. Scharf’s Consecration in September as well as the Annual Convention in Punta Gorda. Next Spring, we hope to hold our annual diocesan convention for all the Altar Guilds. We also hope to schedule and deconsecrate old linens with a big bonfire at DaySpring. This will probably be in conjunction with the spring meeting. Sarah Hill, Directress
54th ANNUAL CONVENTION
Episcopal Church Women
“Therefore, if anyone is in Christ, the new creation has come: The old has gone, the new is here!” 2 Corinthians 5:17 NIV
The Episcopal Church Women of the Diocese of Southwest Florida are becoming new! As we continue to emerge from the pandemic, women of the church are once again meeting together. Sometimes we met in person and on other occasions via live streaming or a combination of the two options. “All Things Becoming New!”
The diocesan board nominated Leila Mizer, past president, for the “Distinguished Woman Award” at the Triennial in Baltimore in conjunction with the 80th General Convention. Unfortunately, due to the rise in COVID-19 variants, the ECW was unable to meet. The “Distinguished Woman Award” will be presented to her at the November 5, 2022, “Celebration of Women: A New Beginning”.
Churches have remained faithful in supporting the United Thank Offering (UTO). Currently, the holding account is at $20,691.68. This is up over $3,700.00 from last year. The ECW looks forward to issuing Church Periodical Club (CPC) scholarships in the coming months. The “Sara Howell Fund” gave one scholarship to a young woman in our diocese to continue her education.
“All Things Becoming New” is also reflected in the focus for our jointly sponsored annual meeting with the Order of the Daughters of the King. Please be looking for more information in your email or at your churches about our “Celebration of Women: A New Beginning!” We are pleased to have Dede Lomenick as our speaker for the gathering, as she welcomes us spiritually to new ideas, ways to grow within our churches and diocese, and ways to grow individually as women of God. Dede has 25 years of experience as a speaker. She is the founder of “Unleashed”
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a network of 60 churches in South Florida.
Great excitement is evident within our branches, as we become new in how we meet, what we call our church groups and as we look at new ways to become more involved in Christ’s call to us. My hope is that the women of the Diocese of Southwest Florida will continue to grow in love, faithfulness, and prayer for each other and God’s kingdom.
Michelle Schombs, President
Hispanic & Latino Ministries
The Hispanic and Latino Committee of the Diocese of Southwest Florida works to increase awareness of Hispanic and Latino Ministry, supporting existing congregations with Spanish speakers, and providing mission and outreach to the Hispanic and Latino community throughout the diocese.
The committee was especially proud to have supported two of the newest deacons in the Diocese throughout their discernment process and formation. The Rev. Edwin Mata and the Rev. Hector Chamorro were raised by and will continue to serve Spanish-speaking congregations in the diocese.
The annual “Salt and Light” conference featured the Rev. Pedro N. Lopez and his wife Estela who introduced the popular and effective “Invite. Welcome. Connect” curriculum.
Participants were able to attend in person and online as they shared in workshops that focused on hospitality and forming the strong connections that build healthy and sustainable congregations. Looking ahead, the committee hopes to support the continued formation of lay leaders and those who feel called to the ordained ministry. Have questions? Want to get involved? Email the committee at ministeriolatinoswfla@ gmail.com.
The Rev. Alexander Andujar, Vice-President
Race & Reconciliation
The Race and Reconciliation Committee of the Diocese of Southwest Florida has had a very active year. We serve the diocese as we live out our Baptismal Covenant and honor the resolutions of our General Convention. Our work focuses on education and advocacy around dismantling racism and lifting up racial justice and reconciliation in Christ. Our purpose is to develop and support training resources, events, and communication in the diocese and its parishes to increase awareness and advocacy around individual and systematic racism. We strive to enkindle in the hearts of all a passion for, and action toward, an inclusive, diverse, and joyful vision of the Body of Christ, in which the image of God is celebrated in each and every human person.
The 2022 Race and Reconciliation Committee members are: Ning Bonoan, the Rev. Doris Buchanan-Johnson, the Hon. Jack Day, the Rev. Deacon Martha Goodwill, Ayana Grady, the Rev. Peter Lane, Rebecca Lyons, Leila Meizer, the Rev. Dr. James Reho, the Rev. Kathy Schiffreff, and Tania Wilkes. We mention here our deep indebtedness to the Rev. Paige Hanks, formerly Chair, who did so much to enliven us and move our work forward in wonderful ways!
In carrying out our diocesan charge, we have held four Dismantling Racism Trainings (with a fifth occurring later this calendar year) by Zoom and in person. We have also organized and hosted numerous book studies, lectures with discussion, and other events, both by Zoom and in person. All of these endeavors are listed on our web page (episcopalswfl. org/reconciliation.html) and will continue to develop and expand in 2023. We also coordinate and encourage Sacred Ground Circles (episcopalchurch.org/sacred-ground/about/) throughout the diocese and offer through the Diocesan website a repository of resources and information pertinent to our charge, which is open to all.
To learn more, please visit our website and join our active Facebook group (Facebook.com Race and Reconciliation, Diocese Southwest FL). As this work involves us all, we invite you to join us in dismantling the sin of racism using your own particular gifts. Contact any member of our committee for support in this work of the gospel. The Rev. Dr. James H. Reho, Chair
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School for Ministry
The completion of the 2022 Epiphany Term marked a significant milestone for the School for Ministry as we “graduated” our first four students (one on a diaconal track, one on a priestly track, and two on a deacon-to-priest track) since becoming part of the Iona Collaborative. The collaborative continues to grow with more than thirty Episcopal dioceses throughout the US now participating as members. The collaborative supports local formation through both clergy and lay tracks. It also supports continuing education needs by providing graduates from an Iona member program an opportunity to take courses in the Bi-vocational Ministry Program which is specifically designed to support the on-going educational needs of bi-vocation deacons and priests.
For the 2022-2023 term the school will continue to utilize the facilities at the Dayspring Conference Center for both classroom meetings and overnight accommodations for the student cohort. Local clergy will continue to provide the in-person facilitation that supplements the video and written materials provided by the collaborative. This in-person component is important as it gives the students opportunities to discuss the materials and ask questions. While this year’s program will continue to be focused on clergy development, it is hoped that an opportunity for lay development, either with an intent to seek licensure or not, will be in place for the beginning of the following school year.
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The Rev. Scott Nonken, Dean Standing Committee
The Standing Committee works closely with the Commission on Ministry and has canonical responsibility for approval of applications for Candidacy and Ordination to both the Sacred Order of Priests and the Sacred Order of Deacons. In exercising that responsibility, the Committee is required to interview all candidates for Ordination and those from other branches of the Body of Christ seeking reception to ordained ministry in the Diocese of Southwest Florida. Since Bishops are elected to serve the entire Church, they are canonically required to receive consents to their election by a majority of the diocesan Standing Committee. The Standing Committee acts on these requests for consent as they are received, deliberating on each with care. The Standing Committee also acts as a cabinet of advice for the Bishop and exercises canonical responsibilities related to property matters involving sacred spaces, clergy disciplinary actions, and matters involving clergy leaving The Episcopal Church. Much of the work of the Standing Committee is confidential.
A major focus of our work has been the oversight for the search process for election of the Bishop Coadjutor. We are grateful for the work of the Co-Chairs the Rev. Jessica Babcock and Mr. Trevor Whitley and members of the Search Committee who coordinated with us in oversight of the search process and to the completion of the election. We thank the Rev. Jessica Babcock for stepping up to be the Chair of the Transition Committee and the many members of that committee. They assisted the Standing Committee with set up and lunches on election day and continue to plan and prepare for the Consecration of our Bishop Coadjutorelect, the Rev. Dr. Douglas F. Scharf, and for our farewell and thank you to our Bishop Dabney T. Smith and Mary Wallis Smith.
Current members of the Standing Committee are the Rev. Carla B. McCook (President), Mr. Ray U. Stoll (Vice President), the Very Rev. Ryan R. Whitley (Secretary), Ms. Jackie Smith (Liaison to the Commission on Ministry), Mr. James H. Corn, Mr. Duane Hollier, the Rev. Charles A. Cannon III, the Very Rev. Michelle Robertshaw, and the Rev. Jim Teets. All the members of the Committee appreciate your prayers.
The Rev. Carla B. McCook, President
The Episcopal Youth Community of Southwest Florida put forth many goals heading into 2022 and 2023, and as our community grows it’s good to reflect on where we’ve been and where we’re going.
The goals for our retreats are clear; continue to make New Beginnings a fun and meaningful experience for our middle school youth and restart our Happening program. When it comes to how COVID-19 affected our programs, we found ourselves struggling to bring back our high school-aged youth. For example, in 2019 our High School Camp had 65 campers, while in the past two years we’ve had around 40 campers attending that session. This has presented some struggles with restarting Happening. However, we have made great strides in connecting with more youth in our congregations. We have set a date to resume Happening on the weekend of December 2-4, 2022. Whether we have 5 participants or 50, the priority is getting Happening restarted.
One of our goals for Summer Camp in 2022 was to reach out to churches and communities that might not have been connected with us before. I’m extremely proud to share that we reached this goal. We had 213 campers this year, and of that number 87 were brand new youth to DaySpring. More importantly, 40 of the churches in our diocese sent youth to the DaySpring Summer Camp. An additional 15 churches not affiliated with The Episcopal Church also sent youth, and we had 49 campers indicate that they had no previous church affiliation. Our biggest sessions are our Middle School camps with our regular session hosting 72 campers and our Discovery session hosting 40 campers. These numbers are all up from last year and point to some exciting growth.
There are plenty of goals in 2023 for our youth community. The first one is making sure that our Happening retreat is back up and running, providing the same meaningful and spiritual experiences as it did prior to our reset. Beyond that, we want to start bringing youth gatherings back to the Deanery level where we can partner with churches to host everything from a Youth Eucharist to fun outdoor days. Youth, parents, and youth leaders have all asked for these Deanery meet-ups and we’re finally at a point where we can start hosting them. We look forward to partnering and growing with our congregations this year. Matthew Bowers, Director of Youth Ministry and Programming
Youth and Family Ministry
54th ANNUAL CONVENTION
Bishop Transition Committee
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Once the Bishop Search Committee completed its work of vetting and selecting our four candidates for Bishop and presenting those names to the Standing Committee for approval, the Transition Committee stepped in to finish the process. With the help of diocesan staff and committee team members, we conducted Meet and Greet opportunities around the diocese for the candidates and guided the candidates through the election process using Shepherds that we recruited and trained for that purpose. Once the election was complete, our primary focus shifted to raising $50,000 for the Bishops’ Transition which included funding for Bishop Coadjutor-elect Scharf’s new vestments, planning and funding the catered events during Consecration Weekend (Sept. 23-24, 2022), planning and funding Bishop Smith’s Farewell Celebration (Nov. 18, 2022), and purchasing Bishop Smith’s farewell gift.
The Transition Committee met our fundraising goals and accomplished everything the team set out to do. Many thanks to our committee members: Rev. Joe Hudson, Leila Mizer, Donna Davis, Melissa Rau, Rev. Dn. Lisa Parker, Peg Davant, Joyceanna Rautio, Sharon Teets, Diane Tennant, and Jackie Overton. Additionally, both the Search and Transition Committees are eternally grateful for the help we received from the Diocese during this long process. We are especially grateful for Wendy Martucci, Assistant to the Bishop, and Lindsey Nickel, Director of Communications. We thank them for their superb work!
The Rev. Dr. Jessica Babcock, Rector, St. Mark’s Marco Island Search Co-Chair with Trevor Whitley Transition Chair
Convention Reports
Since the earliest days of the diocese and our predecessor dioceses, each of our conventions has published a series of reports of the committees of the diocese. These reports are scheduled to appear in our annual Journal of the Diocese of Southwest Florida, along with the events and minutes of this convention.
Please read them carefully and check in with the various chairs or leadership if you have questions about the work of any committee before convention.
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Nearby Punta Gorda Hotels
Four Points by Sheration 33 Tamiami Trail, Punta Gorda Phone: 941-637-6770 $129.00 Standard Room
Springhill Suites by Marriott 101 Harborside Ave, Punta Gorda Phone: 941-347-4224 $139.00 Standard Suite
Punta Gorda Waterfront Hotel 300 W. Retta Esplanade, Punta Gorda Phone: 941-639-1165 $79 City/Park View, $99 Pool View, $129 Waterfront View
Wyvern Hotel 101 E. Retta Esplanade, Punta Gorda Phone: 941-639-7700 $159 King/Double Queen, $299 Suite
La Quinta Inn & Suites by Wyndham 812 Kings Highway, Port Charlotte Phone: 941-979-4200 $70 King/Double Queen, $75 Suite
Sleep Inn & Suites 806 Kings Highway, Port Charlotte Phone: 941-613-6300 $71 King/ Double Queen, $81 Suite
Holiday Inn Express 24440 Sandhill Blvd., Port Charlotte Phone: 941-764-0056 $89 King/Double Queen, $99 Suite
Parking
The convention center has 250 spaces and there is a 400-car public deck two blocks away at Olympia and US 41. There is also nearby parking on the street.
There will be people on hand to provide additional directions for parking.
Friends of Bill Meeting Friday
Those involved in any 12-step program are welcomed to a closed meeting from 2:45 to 3:45 p.m. Friday, Oct. 14, in the conference room off the lobby of the Sheraton Four Points Hotel. Get together with others from around the diocese in recovery to share experience, strength, and hope during this special time of Convention. Questions? Feel free to text or call James R at 917-526-0746.
DIOCESE OF SOUTHWEST FLORIDA
Dining in Punta Gorda
Looking for a place for dinner on Thursday night, convention eve? Or on Friday, after our opening Eucharist? Note that there is NO Friday-night dinner party this year; dinner is on your own. Here are some recommendations. Make your reservations now and enjoy a pleasant evening!
The Perfect Caper Local /organic / natural// seafood, meat, poultry, pasta; Golden Spoon award winner Address: 121 E Marion Ave., Punta Gorda 33950 Closes: 9 p.m. Thursday and Friday Menu: theperfectcaper.com Reservations: opentable.com Phone: (941) 505-9009
Laishley Crab House Seafood, sushi, steaks Address: 150 Laishley Court, Punta Gorda 33950 Closes: 9 p.m. Thursday, 10 p.m. Friday Menu: laishleycrabhouse.com Reservations: opentable.com or laishleycrabhouse.com Phone: (941) 205-5566
F.M. Don’s
Upscale-casual eatery specializing in seafood and other Florida fare. Live music. Address: 201 W Marion Ave., Punta Gorda 33950 Closes: 8 p.m. Thursday, 9 p.m. Friday Menu: fmdons.com Reservations: fmdons.com or yelp.com Phone: (941) 637-8800
Carmelo’s Italian Ristorante
Steak, chicken, veal, seafood, pasta. Address: 321 W Retta Esplanade, Punta Gorda 33950 Closes: 9 p.m. Menu: carmelosristorante.com Reservations: carmelosristorante.com Phone: (941) 621-4091
Hemingway’s Grille Coastal tavern/Southern: seafood, chicken, pork, steak, short ribs Address: 139 W Marion Ave., Punta Gorda 33950 Closes: 9 p.m. Thursday, 10 p.m. Friday Menu: hemingwaysgrille.com Reservations: (941) 637-9477 or yelp.com Phone: (941) 637-9477
Dean’s South of the Border
Tex-Mex favorites, American classics; live music Address: 130 Tamiami Trail, Punta Gorda 33950 Closes: full menu until 10 p.m., snacks until “late night” Menu: deanssouthoftheborder.com Reservations: not accepted Phone: (941) 575-6100
River City Grill Chicken, pork, meatloaf, pot roast, fish, vegetarian entrees Address: 131 W Marion Ave., Punta Gorda 33950 Closes: 8:30 p.m. Thursday, 9 p.m. Friday Menu: rivercitygrillpg.com Reservations: (941) 639-9080 Phone: (941) 639-9080
Leroy’s Southern Kitchen Southern/soul food / steaks/ shrimp / oysters; casual, familyfriendly Address: 201 W Marion Ave., Punta Gorda 33950 Closes: 11 p.m. Thursday, midnight Friday Menu: leroyspg.com Reservations: leroyspg.com Phone: (941) 505-2489 Italia at River City Classic Italian: pasta, pizza, veal, steaks, seafood Address: 127 W Marion Ave., Punta Gorda 33950 Closes: 8:30 p.m. Thursday, 9 p.m. Friday Menu: rivercitygrill@gmail.com Reservations: (941) 639-7655 Phone: (941) 639-7655
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Dining in Punta Gorda
Sandra’s Restaurant
German and European-style menu Address: 111 W Olympia Ave., Punta Gorda 33950 Closes: 9 p.m. Menu: sandras-restaurant.com Reservations: (941) 575-0177 Phone: (941) 575-0177
Hurricane Charley’s Seafood, steaks, burgers, pasta Address: 300 W Retta Esplanade, Punta Gorda 33950 Closes: 10 p.m. for dinner service Menu: hurricanecharleys.com Reservations: not accepted Phone: (941) 639-9695
TT’s Tiki Bar
Beach bar Burgers, pizza, wraps, bowls, Ahi tuna tacos Sheraton Four Points 33 Tamiami Trail, Punta Gorda 33950 Closes: 10 p.m. Thursday, midnight Friday Menu: ttspg.com Phone: (941) 637-6770
Dockside Grill
American/Mediterranean/seafood Burgers, crab cake sandwich, steak and fries Sheraton Four Points 33 Tamiami Trail, Punta Gorda 33950 Closes: 10 p.m. Menu: docksideandtiki.com Phone: (941) 637-6770
Celtic Ray Public House Irish pub Fish and chips, Cornish pasties, lamb shank, imported beer 145 E Marion Ave., Punta Gorda 33950 Closes: Midnight (bar open until 1 a.m.) Menu: celticray.net Phone: (941) 916-9115
At Fishermen’s Village, 1200 W Retta
Esplanade, Punta Gorda 33950:
The Captain’s Table Seafood, steaks Closes: 9 p.m. Thursday, 10 p.m. Friday Menu: thecaptainstable.com Reservations: thecaptainstable.com or opentable.com Phone: (941) 631-1177
Village Fish Market
New England-style seafood Closes: 9 p.m. Thursday, 10 p.m. Friday Menu: village-fish-market.com Reservations: (941) 639-7959 Phone: (941) 639-7959
Harpoon Harry’s Seafood, outdoor dining Closes: 9 p.m. Thursday, 10 p.m. Friday (bar open later.) Menu: harpoonharrys.com Reservations: (941) 637-1177
Village Brewhouse
Wings, tacos, burgers, fish, ribs; local brewhouse Closes: 10 p.m. Menu: thevillagebrewhouse.com Reservations: (941) 621-8329
58 THAT THEY ALL MAY BE ONE DIOCESE OF SOUTHWEST FLORIDA
