07jul15 financials narrative

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July 2015 Financials Balance Sheet: There was a decrease of about $14K, but it was mostly due to StB monthly operations (-$6K explained below) and MMO (-$4K explained below) and some other fund expenses. Significant activity from other funds were as follows; Copier Fund (-$880), Building Fund (-$1.5K), and Daughters of the King Fund (+$1.2K). Monthly Operations: Income for the month was below budget by $4K and expenses were over budget by $2K making the net for the month a negative $6K. Pledge income was lower by $3K for the month. Higher expenses for the month were driven by a quarterly payment of our rector’s pension payment of 4K versus a budget of $1.5K and property maintenance expenses of $2.7K versus a monthly budget of $.6K. The pension payment occurs once per quarter so the difference occurs each time a payment is made. The property maintenance expenses were driven primarily by an air conditioner compressor replacement. Expenses in other areas were under budget. On a YTD basis income is over budget by $1K and expenses are over budget by $4K. YTD income less expense is at a negative $.6K versus a YTD budget of +$2.7K. MMO: MMO had a deficit for the month of $3.9K. This is because MMO did not collect any fees in July and paid for personnel expenses that happened in June/July. On a YTD basis, MMO is a negative $.8K. Next month MMO will be collecting fees for September but will not have offsetting personnel costs so MMO will be back into the black. St Barnabas Financials as of July 31, 2015 Jul 15 Monthly $ +/Jan-Jul YTD $ +/Actuals Budget Budget Actuals Budget Budget Income 32,203

36,063

-3,860 253,048 252,441

Expenses: Staff 21,701 Operating 8,151 Ministry 2,891 Apportionment 5,292 Total Expenses 38,035

20,675 6,319 3,385 5,292 35,671

1,026 1,832 -494 0 2,364

149,224 45,757 21,593 37,044 253,618

392

-6,224

-570

Net Income -5,832

Annual Budget

607

432,750

144,725 44,233 23,695 37,044 249,697

4,499 1,524 -2,102 0 3,921

248,105 75,825 40,600 63,504 428,034

2,744

-3,314

4,716


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