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Financial Review 2005-06

Ken Mackie, Finance Convener


The following is a financial summary of the General Fund extracted for the pre-audited accounts for the year ending December 2006. Income at £78,682 was below that of £80,933 for 2005 and well below the budgeted income requirement of £85,770. Fortunately, expenditure was also well down on budget at £79,032, with major savings on Fabric Repairs & Maintenance costs, travelling expenses and manse council tax. Overall, after budgeted transfers, there was a loss to the General Fund of £350.

General Fund Income              2006               2005 
Offerings     
WFO                            15,846             16,905 
Gift Aid                       43,419             43,453 
Tax recovered on Gift Aid      11,392             12,212 
Ordinary offerings [open Plate] 3,779              4,726 
Donations                          20  74,456        215  77,511
Other Ordinary General Income      
Contributions from 
Congregational organisations    1,335                450 
Other Ordinary Income           2,582              2,767 
Interest from 
Deposit & Current Accounts        309   4,226        205   3,422
     
Total General Income                   78,682             80,933
     
Total General Expenditure              75,032             76,972
General Fund Transfers                  4,000              4,600
     
Surplus / [Deficit]                      [350]              [639]
     
General Fund Balance                   12,932             13,282

While the loss incurred is minimal, the Finance Committee is again very concerned at the continuing downward trend in General Fund income. It is fervently hoped that this trend will be reversed, especially so with the induction of our new minister. While expenditure savings over the past two years have helped considerably to minimise the deficits to the General Fund, these savings are unlikely to continue as can be seen from the budget expenditure for 2007.

Expenditure                     Budget 2007             Actual 2006  
Ministries and Mission Allocation    52,500                  43,694 
Parish Grouping Levy                    820    
Presbytery Dues                       2,870   56,190          1,314   45,008
Local Staffing Costs     
Travelling Expenses                   1,800                   1,152 
Minister's Expenses                     200                      72 
Pulpit Supply                           300                   6,621 
Other Salaries                        8,200   10,500          7,888   15,733
Buildings Costs     
Fabric Repairs & Maintenance          3,000                   1,992 
Heating & Lighting                    3,200                   1,535 
Insurance                             4,700                   4,518 
Manse Council Tax                     2,200    
Sundries                                300   13,400            196    8,241
Other Local Costs     
Outreach                              1,000                      19 
Posts, Printing, 
Stationery, Photocopying              2,000                   1,288 
Youth Church                          1,500                   1,535 
Fabric Reserve & Organ Funds          3,000                   4,000 
Other expenses                        1,800    9,300          3,208   10,050
Total Ordinary General Expenditure            89,390                  79,032
                                                                        (350)

It will be noted that our Ministries and Mission Allocation for 2007 is £52,500, an increase of £2,500. This, along with a £1500 increase in Presbytery Dues and an additional £820 levy for the new Parish Grouping, gives a £4820 increase in expenditure out-with our control. That, accompanied with the considerably increased costs for heating and lighting, leaves little scope for meaningful savings to be made. Therefore, to meet our expenditure commitments for 2007 without serious depletion of the General Fund Balance, will require an increase in givings of at least 10% or 10p for every pound given.

The Finance Committee would urge all members, where their circumstances permit, to review their givings and, if possible, increase them.

Again, we would take this opportunity to highlight the significant contribution to the General Fund income from the tax recovered from the Inland Revenue on Gift Aid contributions, which for 2006 was £11,392. If you are a taxpayer, by contributing through Gift Aid scheme either via the WFO envelopes, by cheque or direct debit from your bank, you can effectively increase your existing givings by 28% without any further financial or time commitment. It should be emphasised that without this tax recovery we would be in very serious financial difficulty.

Finally, the Finance Committee would like to thank members for their financial support throughout 2006.