St. James Evangelical Lutheran Church
2014 Annual Report
Semi-Annual Meeting • February 1, 2015, 9:40 am
Table of Contents
Agenda ..........................................................................................................................3
Letter from Bishop Mary Froiland.............................................................................4
Membership Report .....................................................................................................5
Pastors Report...............................................................................................................6
President’s Report ........................................................................................................7
St. James Youth Education Coordinator Report ......................................................8
Parish Nurse Report ....................................................................................................9
St. James Preschool Report .......................................................................................10
St. James Women of the ELCA Report ....................................................................11
St. James WELCA Financial Report.........................................................................12
Annual Financial Report ...........................................................................................13
General Fund Offering Data .....................................................................................15
Dedicated Accounts & Memorial Fund ..................................................................16
Statement of Financial Position ................................................................................19
2015 Ministry Plan (budget) .....................................................................................20
Congregational Council and Staff List ....................................................................21
2
St. James Evangelical Lutheran Church
Semi-Annual Meeting
February 1, 2015
AGENDA
I.
Welcome
II.
Call to Order
III.
Opening Prayer
IV.
Pastors’ Report
Kurt Billings and Peter Narum
V.
President’s Report
David Polet
VI.
Treasurer’s Report
Kim Feller
VII.
A. 2014 Year-End Report
B. Presentation of 2015 Ministry Plan (budget) & Discussion
C. Vote on 2015 Ministry Plan (budget)
VIII.
Old Business
IX.
New Business
X.
Adjournment
XI.
Closing Prayer
Board President: David Polet
3
4
St. James Evangelical Lutheran Church
2014 Membership Report
Membership at end of 2013
Baptized
1592
Confirmed
1182
Members received during 2014
By Baptism - children
By Baptism - adults
By transfer
19
0
75
60
Baptized Youth who were confirmed
14
Members removed during 2014
By death
By transfer
7
9
7
Due to inactivity
59
51
Membership at end of 2014
1611
1198
5
2014 St. James Annual Pastors Report
And the one who was seated on the throne said, ‘See, I am making all things new.’ Also he said, ‘Write
this, for these words are trustworthy and true.’ — Revelation 21.5
The mission God has set before us at St. James is to be a community where you, our members, as
well as friends and visitors, can receive God’s love, grow in love for one another, and give God’s
love to others.
A congregation however is not an island existing apart from the world. Rather, we live in it and
are called to serve it. What happens in our homes and at work, in our community and around the
world affects how we think and how we live. In other words, the expression of our mission in not
fixed but constantly changing.
In 2014 we have been particularly mindful of this as we have contemplated how our facilities can
best serve a growing and changing community. We have engaged a process of both discerning
the design of a remodeled and expanded facility, as well as what we can afford, and always
keeping before us the question: how might our facilities best be an expression of and serve our mission?
This process has helped us see beyond the facilities as well — how can God’s people here, and
the ministries we share, also best be an expression of our mission as well. We do this mindful of
challenges before us, such as living in a time of decreasing commitment to institutions, and
increasing ability to find information and be entertained through phones, computers and
televisions. God is calling us to new things!
However, the danger is to try to follow every new fad or look over our shoulder and try to copy
what others are doing. God has called us to be St. James — to live out our unique identity in this
time and place. This means honoring our traditions and legacy, remembering those who have
gone before us, giving thanks for all that is wonderful and good right here and right now, and
being open to innovative and creative approaches to ministry together.
As your pastors — and alongside fellow staff members, leaders and all members — we seek to
provide a place where Jesus’ transformative love is experienced. Given the challenges of our time,
we are encouraged and inspired that members of St. James have indeed chosen to move forward
in daring confidence, led by the Holy Spirit, in hopes that God will continue to shape our facility
and our community to be a place where we can grow as disciples of Jesus.
With too many thank you’s to share, we simply wish to extend to you all our gratitude for your
partnership and support in the ministry we share.
—Kurt M. Billings & Peter W. Narum
6
President’s Report
Sometimes the hardest conversations are the most productive and meaningful conversations.
Thus it was with 2014.
As a congregation, we focused a lot of effort on the building project. Dozens of people in the
congregation were actively involved in selecting and working with our architecture firm and
taking the vision for St. James into something more concrete—a plan, a flow of the space, a project
that we adopted as a congregation.
But the conversation was hard. We had to weigh our individual wants and expectations against
the needs of the congregation as a whole. We had to challenge ourselves to think not just about
what we need now, but what this congregation needs for the future to continue to grow in Christ
and as a community. We proposed ideas, accepting a few, modifying others, and rejecting some
as well. But in these moments, we grow together as a congregation; in the dialogue we get to
know one another and come closer together as a congregation. We challenge and support each
other, just as we did when we approved an aggressive budget for 2014 and approved fundraising
for this building vision.
And as a result, we were able to make the budget. Despite a little hiccup in November, we
showed our commitment to this vision through our financial giving. We were also able to take
the building plan and have an honest conversation about what was most important in order to
meet our congregation’s needs. We changed and modified and approved the plan for fundraising
in those meetings and discussions we had, both formal and informal.
Beyond the building project were the other ministries that we provide as St. James. We
developed, continued, and enhanced many ministries that define our congregation. For example,
our Wednesday community meals continue to bring many congregants and non-congregants
together. From church picnics to summer outdoor services, we continued to enhance the
ministries to our congregation and the community. We have brought new ministries on,
including the Wednesday night jazz services and establishing a children’s choir.
For me, 2014 will be remembered as the year in which we took a hard look at our vision and how
we practically lived that out in our congregation with one another. Although the path may have
been difficult at times, I believe that we have become stronger as a congregation as a result.
Looking forward to 2015, the fundraising project will be prominent, but we will look closely at
some other aspects of our life together, supporting our ministries but also evaluating how we are
conducting our ministries so that we are good stewards of the gifts that we all give to this church
to lift up this congregation.
Thank you all for meeting the challenges of 2014 and representing the vision of St. James as you
live it out day by day in and for this community.
— David Polet
7
Youth Education Coordinator
2014 Annual Report
I cannot believe another year has come and gone so quickly! I feel like I say that every year, but
this year it seems especially true! I want to first and foremost take a minute to thank everyone
who supports the Youth and Family program at St. James! Sunday School, Confirmation,
Vacation Bible School, Mission Trips, Youth Group, special events, etc. would not be possible
without the dedicated and kid-loving volunteers. So, THANK YOU!
Sunday School and Confirmation classes are off to a great start. This year the Sunday School
curriculum changed slightly and now corresponds to the Revised Common Lectionary, which
are the Bible readings followed in worship. Parents and youth are able to talk about the lessons
learned in worship and Sunday School. Helping families take faith home is something that I have
been focusing on. The Confirmation classes have been working on learning Martin Luther’s Small
Catechism. Each week they learn more about the 10 commandments, Lord’s Prayer and Apostle’s
Creed. Anyone who has been through knows how tough this can be!
New this year to youth group is the inclusion of 4th and 5th grade youth group. This youth group
did not start out slow, from the very first week we have a great group of energetic kids ready to
learn about God and play some games. The Middle School and High School groups are also going
strong.
Last summer I was blessed to lead two amazing trips! Ten middle school youth and two
chaperones went to Kansas City for a week-long mission trip. During this trip we worked with
Metropolitan Lutheran Ministries to serve people in the downtown Kansas City area. We also ate
a lot of BBQ! Due to the generous support from the congregation we were able to offer this trip
for under $100! Thank you to everyone who helped support this mission trip financially.
The high school youth went on an adventure trip where you could hear nothing but rushing
water, buzzing mosquitoes, falling rain and wisps of wind. Along with one fearless chaperone,
five high school students took to the Boundary Waters, located in-between Minnesota and
Canada for a canoe trip. This trip was extraordinary!
As we look forward to 2015 I am eager for new students to take part in the First Communion
classes. I am looking forward to our always exciting Vacation Bible School. The Middle School
Mission Trip to Minnesota is going to be a great opportunity for our youth. 2015 is going to be a
great year of growth and learning. I am so thankful for the support from this congregation both
personally and for the Youth and Family Ministry here at St. James.
Blessings,
Kelly Rodger
8
Parish Nurse/Lay Visitation Coordinator
Annual Report 2014
This past year was a year of growth and excitement in the ministry of Parish Nursing and
Visitation. Goals were met and exceeded this year.
The Hope and Healing Dinner held on All Saints Sunday, had fifty St. James’ parishioners,
families, and their friends in attendance. Our committee of St. James volunteers did an
exceptional job! Feedback from those in attendance was very positive. The event is very time
consuming: Planning; arrangements; speaker; music; catering the meal; decorating the narthex
and sanctuary; photos; programs; setting up; tearing down, and cleaning up. I cannot thank them
enough.
The Ministry Fair brought more volunteers who signed up to assist in transportation of our
members who have difficulty in attending events or church services. We now have parishioners
who are transporting members and making the telephone calls themselves.
Home visitation has increased and is more involved. The nursing assessments are invaluable and
have assisted some to seek medical attention and some to procure certain medical equipment to
enhance their quality of life. I have initiated to sometimes asking another member volunteer to
go with me on a home visit to make it more social for some members who do not leave their
home. It has been well received. I always take breads or cookies and prayer shawls on home
visits and the recipients are so appreciative. Thank you to all the women who provide those
special gifts.
Blood Pressure Clinic is now available year round. It was increased this year to include the
summer months. I think it’s important to have it taken routinely to be more aware of any sudden
changes. Those participating have expressed agreement.
I received a scholarship in May, 2014, to attend Concordia U W. I received my certification in
Parish Nursing. It enables me to bring more knowledge and insight into my position and to serve
you even more effectively and efficiently.
God Bless You,
Barbara Rasmussen, RN., CPN.
9
2014 Annual Report
Program Description:
St. James Preschool and the Verona Area School District have continued their partnership in the
Pre-Kindergarten program. The school district has no plans in moving the Pre-K program to their
buildings. Currently St. James is one of thirteen sites that offer the Pre-K program. We have 16
students and 2 teachers in our Pre-K class. The Pre-K class attends school four days a week for 3
hours and 10 minutes. We also have a 3’s class at our school. There are two sections each with 6
kids and 1 teacher. Each section is 3 hours 10 minutes two times a week. In addition to the Pre-K
and 3’s class we also have a 2 ½’s class. There is one section with 5 students and 1 teacher and
they attend for 3 hours two days a week.
Staff:
We only had one staff change this year as Lynn Hauski (Pre-K Teacher) is on maternity leave for
the 2014-2015 school year. We welcomed Amy Hampton to our staff part-time to help fill in for
Lynn. Stacy Zimmerman (Pre-K Teacher), Holly Parker (3’s Teacher), Lori Rudy (2 ½’s Teacher
& Pre-K Assistant Teacher), and Amy Hampton (Pre-K Assistant Teacher) all continue to prove
to be top notch at St. James Preschool.
Highlights:
For the 2014-2015 school year we have four after school programming options for our students.
The children can stay after class for extended programming until 12:00 on four different days. We
have two local businesses that come and offer classes on two of the days. One is a music class and
the other teaches the kids Spanish. On Wednesdays, Holly Parker holds a lunch bunch during
which the kids have chapel time twice a month. On Fridays, Amy Hampton teaches a physical
education “Ready…Set…Move” class.
At St. James Preschool, we value our relationship with students’ parents. We hold events
throughout the year for families. We also engage with the parents through homework, projects,
and by communicating with them through weekly newsletters, emails and notes home.
In the future we look forward to reflecting, growing and continuing the great program we have.
Thank you for your continued support to the school, the staff, and the students.
--Heather Pearl, Preschool Director
10
Women of St. James 2014 Annual Report
During 2014, the Women of St. James continued to contribute in many ways to the church, the
community and to each other. The Circles met in homes and at church for Bible study and
reflection. The Circles were involved in many activities including the following: sponsoring
birthday parties at Four Winds Manor, selling Valentine's Candy and Mother’s Day flowers as a
charitable benefit, coordinating and serving the Easter breakfast, supporting the St. James
Preschool, providing Christmas gifts for a family in need, providing necessary gas cards and
diapers as community outreach, making contributions by circles to the Verona Food Pantry, and
sending Christmas military/Peace Corps care packages. The Circles served coffee and homebaked treats the first Sunday of each month during the fellowship hour between services. The
free-will offering was used by the individual circles to fund various projects.
The funds from the Annual Bake Sale and Luncheon, funeral luncheon revenue/donations, and
$800 from the St. James allocation of Thrivent Funds helped us contribute to the following
organizations and activities in 2014:
•Pastor’s Fund in Honor of St. James Staff •Two High School Scholarships
•Verona Food Pantry “Christmas Bags”
•St. James Women’s Retreat
•Children’s Bibles
•Care Packages to Military/Peace Corps
•Oakwood Service League
•Verona Food Pantry
For mission work, hundreds of items were sent on the boxcar to benefit Lutheran World Relief,
including quilts from the quilting group, Mary Circle school kits, Sarah Circle layettes and health
kits from the Ruth and Martha Circles. In addition, more than 125 “Gift Bags” filled with
children’s stocking stuffers went to the Verona Food Pantry to distribute at Christmas time.
The Women of St. James would like to again thank Candy Feldt, lead organizer, along with the
many women of St. James for their food donations and volunteer time at all the funerals held at
St. James during the year. This is an important function of our Church Women and appreciated
by the families served.
2014 included the annual women’s retreat that was held March 15-16 at Sinsinawa Mound Center
with the theme “Health, Wholeness, Healing: Body, Mind, Spirit”. The 2015 retreat will be held
March 14-15 at the Lowell Center on the UW Madison Campus with the theme being: "Women
of Faith and Spirit: What the women of the New Testament can teach us." Thanks to Bobbie Wang
for once again leading the overall planning of the annual retreat.
The Women of St. James are also involved in a variety of other activities within the church
including a Sunday night Bible study group, assisting with Sunday School and other education
based activities as well as social events such a Bunco game afternoon that was held this past
Sunday which included refreshments, fellowship, and fun for all. If you are a Woman of St. James
we welcome you to participate in any one of the ways mentioned in this report. We'd love to have
you join us!
Respectfully submitted,
Linda Freitag and Lisa Wendorff, Co-Chairs
11
Women of St. James 2014 Financial Report
BALANCE BROUGHT FORWARD ON JANUARY 1, 2014
$3,238.15
RECEIPTS
Women’s Retreat Registration Deposit
Retreat Offering
Thrivent Matching Fund
Fall Bake Sale
Fall Luncheon
THRIVENT Matching Funds
Reimbursement from Mary Circle
6 Funeral Luncheons
$7,838.31
$1,700.00
$ 440.00
$ 200.00
$2,150.00
$1,210.00
$ 800.00
$ 23.00
$1,315.31
DISBURSEMENTS
Bake Sale/Luncheon Expenses
Youth Bibles
High School Scholarships (2)
VANN Christmas Bags from St. James
Postage for Military Christmas Pkgs.
Family Christmas Project
WELCA Dues
$5,475.27
BALANCE IN CHECKBOOK DECEMBER 31, 2014
$5,601.19
$ 236.11
$ 400.00
$1,000.00
$ 200.00
$ 300.00
$ 200.00
$ 200.00
Retreat Offering to “JOURNEY” of Dane County Mental Health $ 400.00
Retreat Expenses
$2,149.16
VANN Donation
$ 100.00
Parish Nurse Ministries (Retreat offering)
$ 200.00
DP for 2016 Women’s Retreat
$ 50.00
Respectfully Submitted by Audrey Huseth, Treasurer
12
Financial Report
For the Year Ended December 31, 2014
Summary of 2014 General Fund Income:
 Increase of $20,000 or 4.0% higher than 2013 Receipts
 2014 Income Budget achieved with Receipts > Budget by $262
 December included the highest level of receipts at $95,000
 St. James members answered the 2014 stewardship call in supporting the
mission and vision of our Receive – Grow – Give path
Summary of 2014 Operating Expenses:
 Increase of $19,000 or 4% higher than 2013 Expenses
 2014 Expenses are $1,053 favorable to 2014 Expense Budget
 Actual Results for 2014 show Net Income of $1,315
Historical Summary of Income and Expenses by Year:
2009
2010
2011
Income
446,900
460,500
473,235
Expenses
504,200
460,000
481,108
Net Results
(57,300)
500
(7,873)
2012
492,324
487,823
4,501
Actual Results by Year
2013
498,334
497,474
860
2014
518,096
516,781
1,315
Receipts by Year
$540,000
$560,000
$540,000
$520,000
$500,000
$480,000
$460,000
$440,000
$420,000
$400,000
$520,000
$500,000
$480,000
$460,000
$440,000
$420,000
$400,000
2009
2010
Income
2011
2012
2013
2014
2010 2011 2012 2013 2014 2015
Actual
Expenses
Budget
2015 Budget:
 2015 Budget has a 5.5% gross or 3.9% net increase over 2014 which in dollars is
approximately a $28,000 gross or $20,000 net increase from 2014 actual receipts.
13
 The Wednesday Jazz Worship service funding represents the majority of the gross vs. net
change as a $20,000 donation was received in 2014 specific for the Wednesday service. In
other words, $7,000 of the increase in Receipts and Expenses in the 2015 Budget is for the
Wednesday Jazz Worship service, and it is funded outside of the regular giving.
 Other budget increases included in the 2015 Budget for the benefit of the ministry
programs and operations include the following:
o Children’s Choir Director
o Building & Grounds Improvements
o Four hours per week of additional office support
o Potential part-time custodian/maintenance position
o Wage and Benefits increases average 2% - 3%
Operating Cash, Memorial, and Endowment Fund Balances:
12/31/14
12/31/13
General Fund Cash
$ 78,850
$ 74,290
Memorial/Building Funds
$108,053
$ 82,985
Frank Schroeder Estate
$ 34,118
$ 69,364
Endowment Funds
$135,025
$124,233
Total Cash and Investments $356,046
$350,872
In 2014, St. James contributed $4,000 to the ELCA South Central Synod, $2,600 to the Verona Area
Food Pantry, and $1,000 to Joining Forces for Families. We also received $15,270 for the
Illuminations project, $605 for hymnals for St. Andrews in Cairo, Egypt. Additionally, members
of the congregation provided 20 bags of food to students at Country View Elementary School
during their Winter break from school.
Mortgage Balance:
With a memorial gift from the family of Elmer Palmer received in 2014, an additional $63,000 was
paid down on the mortgage which brings the current mortgage balance to approximately
$135,000. The amortization has annual payments of $46,000, of which $41,000 will be paid on
principal in 2015. At the current balance and payment schedule, the mortgage is expected to be
paid off in three years.
2015 Outlook:
St. James is an active congregation and is creating a vision in Building for God’s Tomorrow. As
a congregation, together we answered the 2014 challenge and increased general fund contribution
giving by 7%. Our 2015 budget goal is an increase of 4%. In simple terms, this can be achieved
if 200 giving units increase their offering by $100 or just $2 per week.
Let’s all prayerfully evaluate our financial commitment to St. James Lutheran Church in order to
both maintain regular giving and achieve the necessary increase in the 2015 Budget. Our
Stewardship along with Worship, Membership, and Fellowship is critical to the St. James mission
and vision in following our Receive – Grow – Give path.
Respectfully Submitted, Kim Feller, Congregational Council Treasurer
14
2014 General Fund Offering Data from Annual Statements
Giving Units >$500
Giving Units < $500
Total Giving Units
Number
%
Dollars
%
211
56%
$462,150.00
94%
168
44%
$29,299.00
6%
379
100%
$491,449.00
100%
2013 G eneral Fund Offering Data from Annual Statements
Giving Units >$500
Giving Units < $500
Total Giving Units
Number
%
Dollars
%
203
54%
$426,358.50
93%
176
46%
$33,305.00
7%
379
100%
$459,663.50
100%
$31,785.50
7%
2014 T ota l Incre a se $ a nd %
Average Giving Unit
2014
2013
$1,296.70
$1,212.83
$83.87
7%
2014 Ave ra ge Incre a se $ a nd %
190
Mean
$600.00
$530.00
2014
10
Top 10 Giving Units
$88,864.00
18%
% of Dollars
38
Top 10% Giving Units
$225,018.00
46%
% of Dollars
Top 50% # of Giving Units
$450,530.00
92%
% of Dollars
Top 50% $ of Giving Units
$245,304.00
12%
% of Giving Units
190
44
Dollar Range
$0-$499
$500-$999
$1,000-$1,499
$1,500-$1,999
$2,000-$2,499
$2,500-$2,999
$3,000-$3,499
$3,500-$3,999
$4,000-$4,499
$4,500-$4,999
$5,000-$5,499
$5,500-$5,999
$6,000-$6,499
$6,500-$6,999
$7,000-$7,499
$7,500-$7,999
$8,000-$8,499
$8,500-$8,999
$9,000-$9,499
$14,000-$14,499
$14,500-$14,999
Total for 2014
Giving Units
2014
$ Contributions % Contributions
168
$29,299
6%
76
$53,104
11%
38
$45,599
9%
18
$30,442
6%
18
$39,391
8%
11
$29,745
6%
12
$38,851
8%
6
$22,171
5%
3
$12,857
3%
5
$23,896
5%
8
$41,020
8%
2
$11,160
2%
3
$18,490
4%
3
$20,357
4%
2
$14,515
3%
3
$22,600
5%
1
$8,800
2%
1
$14,300
3%
1
$14,852
3%
379
$491,449
100%
15
Dedicated Accounts - General, Memorial, and Endowment
Beginning Balance
1/1/2014
2014
2014
Receipts Disbursements
Ending Balance
12/31/2014
General Members Funds
General Offerings
Thrivent Choice
Food Bags
General Offerings
$
$
4,376.10 $
0.00
4,376.10 $
$
$
2,715.26
2,715.26
5,710.81 $
2,000.00
7,710.81 $
2,682.94 $
0.00
2,682.94 $
7,403.97
2,000.00
9,403.97
9,403.97
2,698.61
2,698.61
2,698.61
Congregational Life
Parish Nurse/Grief Dedicated
Congregational Life
$
$
160.00
160.00
$
$
176.65
176.65
$
$
Preschool
Preschool Fundraising
Preschool Capital Improvements
Preschool Scholarships
Preschool
$
$
9,616.35 $
9,636.23
11,805.67
31,058.25 $
5,543.50 $
0.00
1,614.49
7,157.99 $
4,628.08 $
1,798.54
1,184.95
7,611.57 $
10,531.77
7,837.69
12,235.21
30,604.67
30,604.67
1,808.06 $
0.00
9,100.00
104.75
0.00
41.45
222.00
40.86
530.00
464.78
0.00
0.00
293.12
2,968.45
0.00
702.50
0.00
328.73
5,931.76
8,811.30
4,500.65
891.62
150.00
625.00
37,515.03 $
4,663.00 $
1,079.75
0.00
397.52
909.30
28.00
0.00
0.00
275.00
2,145.55
1,894.65
865.00
370.00
4,934.57
2,000.00
636.55
605.00
400.00
0.00
15,270.00
0.00
2,048.17
0.00
0.00
38,522.06 $
4,390.76 $
1,079.75
9,100.00
0.00
909.30
0.00
222.00
0.00
805.00
2,600.00
1,894.65
865.00
293.12
6,256.17
0.00
702.50
0.00
398.72
0.00
12,652.50
0.00
0.00
0.00
0.00
42,169.47 $
2,080.30
0.00
0.00
502.27
0.00
69.45
0.00
40.86
0.00
10.33
0.00
0.00
370.00
1,646.85
2,000.00
636.55
605.00
330.01
5,931.76
11,428.80
4,500.65
2,939.79
150.00
625.00
33,867.62
33,867.62
General
Golf Outings
Easter Flowers
Miscellaneous
Hunger Appeal
Poinsettias
Phoebe Circle
Coffee Maker
Back Packs
Other Clearing
Food Pantry/Baskets
Altar Flowers/Weekly
Bulletins
Lenten Lunch & Fellowship
Pastor's Good Samaritan Fund
Cont Ed - Pastor Cong Life
Lenten Coin Folders
Hymnals
Quilting Dedicated
Kitchen Fund
Illuminations
Library Furnace
Mission Endowment Distribution
Guatemala Water Project
Sign Replacement
General
$
$
16
Beginning Balance
1/1/2014
2014
2014 Ending Balance
Receipts Disbursements
12/31/2014
Memorial
Mission Endowment Memorials
Unrealized Gains/Losses
Dividends
Due from Memorial Fund
Memorial
$
General Members Funds $
77,300.39
4,035.00
7,756.10
5,782.47
8,510.07
3,648.17
0.00
3,230.00
93,566.56 $ 16,695.64 $
169,231.20
$ 70,246.50
$
0.00
4,342.13
0.00
3,230.00
7,572.13 $
60,212.76
81,335.39
9,196.44
12,158.24
0.00
102,690.07
$
179,264.94 179,264.94
11,584.58 $
350.00 $
0.00
20,000.00
(100.00)
22,324.09
13,037.05
65,360.70
6,133.72
77.65
100.00
0.00
140.00
0.00
(13.33)
13.33
155.00
0.00
211.48
0.00
100.00
0.00
240.08
0.00
420.00
0.00
2,015.98
0.00
0.57
0.00
525.00
0.00
10,014.23
0.00
31,431.78
151.65
0.00
3,230.00
3,473.00
12,770.00
156.97
0.00
44.83
0.00
994.75
0.00
1,285.00
0.00
34.11
0.00
1,000.00
0.00
82,984.80 $ 124,277.42 $
1,722.31 $
728.25
23,106.28
68,903.47
0.00
0.00
0.00
0.00
155.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
3,230.00
0.00
0.00
44.83
0.00
1,285.00
34.11
0.00
99,209.25 $
10,212.27
19,271.75
(882.19)
9,494.28
6,211.37
100.00
140.00
0.00
0.00
211.48
100.00
240.08
420.00
2,015.98
0.57
525.00
10,014.23
31,583.43
0.00
16,243.00
156.97
0.00
994.75
0.00
0.00
1,000.00
108,052.97 108,052.97
82,984.80
99,209.25
108,052.97 108,052.97
Memorial Fund
Memorial
Community Meal Fund
Wednesday Worship Fund
Due from General Fund
Undesignated Memoria
Interest-Memorials
Adult Choir-Memorial
Air Conditioning-Mem
Special Projects
Altar Items-Memorial
Handbells-Memorial
Kyle Mark Riddle Mem
Doerfer Memorial
Sunday School-Memori
ELCA Grant - Food Pantry
Due to JR Educ. Fund
BeFrienders
Church Maint. Reserv
A.G. Fund
Due to Endowment Fund
Building Fund Memorials
Music in Worship (Thompson Gift)
Computer Supplies
Celebration Service
Kitchen Fund
Lower Level Window Treatments
Jan Reed Endowment Contribution
Memorial
$
$
Memorial Fund $
17
$ 124,277.42
$
$
Beginning Balance
2014
1/1/2014
2014 Ending Balance
Receipts Disbursements
12/31/2014
Endowment Fund
Memorial
Driveway Project 2008
Consulting - Special 2008
Mortgage Prepayment
2014 Architect Planning Fees
Front Entry Project 2008
S. Estate Interest Income
Due from Gen Fund
Frank Schroeder Estate
Memorial
$
$
(56,931.00) $
$
(12,732.27)
0.00
(150,000.00)
0.00
0.00
0.00
(27,054.85)
0.00
7,375.07
79.94
(31,540.99)
35,326.24
340,248.11
0.00
69,364.07 $ 35,406.18 $
$ (56,931.00)
0.00
(12,732.27)
0.00
(150,000.00)
35,326.24
(35,326.24)
0.00
(27,054.85)
0.00
7,455.01
35,326.24
(31,540.99)
0.00
340,248.11
70,652.48 $
34,117.77
34,117.77
Jan Reed Mission Endow ment Fund
Dividends
Due from Memorial Fund
Unrealized Gans/Losses
Jan Reed Educational Fund
Jan Reed Mission Endow ment Fund
$
1,999.52
(0.57)
3,210.75
27,125.57
32,335.27
32,335.27
$
66,453.04
66,453.04
$ 3,155.47 $
0.00
25.00
0.00
2,772.03
0.00
3,029.29
901.48
400.00
0.00
500.00
31.97
400.00
-192.84
1,172.42
740.61 $ 11,454.21 $
3,056.91 $
0.00
2,572.03
3,029.29
711.06
500.00
31.97
0.00
9,901.26 $
98.56
25.00
200.00
0.00
590.42
0.00
400.00
979.58
2,293.56
2,293.56
Youth Funds $
740.61
$ 11,454.21
$
9,901.26
$
2,293.56
2,293.56
$
352,987.22
$ 244,420.31
$ 241,343.02
$
$
Endowment Fund $
827.10 $
(0.57)
2,714.44
27,125.57
30,666.54 $
100,030.61
1,172.42 $
0.00
1,863.58
0.00
3,036.00 $
$ 38,442.18
$
$
0.00
1,367.27
0.00
1,367.27 $
72,019.75
Youth Funds
Youth Funds
Youth Fundraisers
Mission Trip Contributions
Middle School Mission Trip
High School Mission Trip
Bibles
High School Scholarship
Youth Funds - Dedicated
J. Reed Scholarship Fund
Youth Funds
Total for dedicated accounts
$
$
18
356,064.51 356,064.51
Statement of Financial Position - St. James Lutheran Church
December 31, 2014 - All Funds
Balance as of
12/31/2014
Change
Balance as of
12/31/2013
Assets:
Cash Accounts
N.O.W. Checking
Savings - Memorials/Building
Memorial CD
Endowment Fund
Jan Reed Scholarship Fund
Estate Fund- F. Schroeder
Cash Accounts
$78,850
$76,470
$31,583
$102,690
$32,335
$34,118
$356,046
$4,561
$24,917
$152
$9,124
$1,669
($35,246)
$5,175
$74,290
$51,553
$31,432
$93,567
$30,667
$69,364
$350,872
Other Assets
Funding Receivable Note
Total Assets
$135,495
$491,541
($102,789)
($97,613)
$238,283
$589,155
Liabilities:
Short Term Liabilities
Accounts Payable
Due to Estate Fund
Due to Memorial Fund
Short Term Liabilities
Long Term Liabilities
Mortgage Note Payable
General Fund Reserve
Total Liabilities
$135,495
$0
$167,918
($102,789)
$0
($102,006)
$238,283
$0
$269,924
Net Assets:
Mem bers Equity
Mem bers Equity
Total Liabilities & Net Assets
$323,623
$491,541
$4,392
($97,614)
$319,231
$589,155
$0
$31,541
$882
$32,423
19
$0
$0
$782
$782
$0
$31,541
$100
$31,641
St. James Lutheran Church
2015 Ministry Plan
2015 Budget
INCOME
Envelopes
Loose Offerings
Sunday School Offerings
Other Offering
Misc. receipts
Mission Endowment Dist.
Interest Income
Church use
Total Receipts
EXPENSES
Staffing
Salaries
Benefits
Total Staffing
Ministries
Benevolences
Worship & Music Ministry
Spiritual Growth
Youth Ministry
Preschool
Outreach/Fellowship Ministry
Office Support for Ministries
Total Ministries
Facilities
Utilities
Insurance
Maintenance & Repairs
General Fund Operating Reserve
$
$
$
$
$
$
2014 Actual
506,000 $
20,370
1,000
7,000
7,997
1,600
8
2,400
546,375 $
480,203 $
25,103
798
6,972
1,088
1,600
6
2,325
518,096 $
489,500
16,500
1,000
7,000
0
1,600
34
2,200
517,834
217,362
159,684
377,046
$
189,285 $
155,073
344,357 $
187,374
158,175
345,549
4,500 $
8,500
2,650
2,000
(1,447)
9,300
35,354
60,857 $
4,000
8,256
1,959
1,900
(3,500)
9,321
33,715
55,652 $
Mortgage
Total Facilities
$
17,200
14,465
27,475
3,000
46,332
108,472
Total Expenses
$
546,375
Building & Grounds Improvements
Receipts - Expenses
$0
20
2014 Budget
$
$
4,000
8,200
4,500
2,000
(3,500)
10,000
33,200
58,400
$
17,087 $
12,985
40,368
46,332
116,772 $
15,500
13,653
38,400
46,332
113,885
$
516,781 $
517,834
1,315
$0
Congregational Council
David Polet, President ........................................................................................ 848-9628
Karen Breitnauer, Vice-President ..................................................................... 848-8297
Kim Feller, Treasurer .......................................................................................... 845-6425
Sue Zernicke, Secretary ...................................................................................... 246-2025
Sheri Doyle ........................................................................................................... 848-5466
Mark Giesfeldt ..................................................................................................... 848-7162
Ed Kindschi .......................................................................................................... 235-6975
Jon Schellpfeffer .................................................................................................. 845-9449
Staff
Kurt Billings, Pastor ................................................................................ Cell: 235-8122
Peter Narum, Pastor .................................................................................. Cell: 469-9625
Michelle Lichty .............................................................................. Parish Administrator
Emily Jeremiason ....................................................................................Office Assistant
Barb Roberts .............................................................................................Office Assistant
Kelly Rodger ................................................................... Youth Education Coordinator
Paulette Spoon .............................................................. Adult Choir & Handbell Choir
Marilyn Doerfer ................................................................................................... Organist
Alex Ford .............................................................................................................. Organist
Rhonda Chalone ..................................................................................................... Pianist
Barb Rasmussen, R.N. ................................................................................ Parish Nurse
Heather Pearl .................................................................... Director, St. James Preschool
Amy Hampton.................................................................................. St. James Preschool
Holly Parker ...................................................................................... St. James Preschool
Stacy Zimmerman ............................................................................ St. James Preschool
Lori Rudy .......................................................................................... St. James Preschool
21