ATTACHMENT A

ATTACHMENT A
THE 2013 REPORT OF EPISCOPAL CONGREGATIONS AND MISSIONS
ACCORDING TO CANONS I.6, I.7, AND I.17
(OTHERWISE KNOWN AS THE PAROCHIAL REPORT)
Name of Congregation
Diocese
St Davids Episcopal Church
Atlanta
Street Address 1
1015 Old Roswell Rd
Street Address 2
Mailing Address 1
1015 Old Roswell Rd
Mailing Address 2
Federal Tax ID #
58-1077378
City
State
Roswell
GA
Zip + 4
County
30076-1607
Fulton
City
State
Roswell
GA
Zip + 4
Phone #
30076-1607
770-993-6084
Congregation's Web Address
Congregation's E-mail address
[email protected]
www.stdavidchurch.org
Report Preparation
Page 2 Prepared by (Print or type name)
Daytime Phone
Linda Thomas
770-93-6084
Daytime Phone
Page 3 Prepared by (Print or type name)
Cathy Cheatwood
770-993-6084
Certified by the Clerk of the Vestry
Certified by (Print or type name)
Meg Green
Signature
Date
4/22/14
Certified by Treasurer/Financial Officer
Certified by (Print or type name)
Lloyd Bowen
Signature
Date
4/22/14
Certified by Rector/Vicar/Person in Charge
Daytime Phone
Certified by (Print or type name)
770-993-6084
The Rev. Kenneth Swanson
Signature
Date
4/22/14
Vestry Approval
Indicate date that your 2013 Parochial Report was approved by the Vestry or Bishop’s
Committee (Canon I.6.1)
Date
4/22/14
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St Davids Episcopal Church
Roswell
Atlanta
Congregation
City
Diocese
Page 2
Membership, Attendance and Services of the Reporting Congregation
Using Last Year's Report:
Active Baptized Members of
the Reporting Congregation
Reported Last Year
Using the 2012 Parochial Report, record the Number of Baptized Members Reported as of
December 31,2012. (See your 2012 Parochial Report, Box M12)
Members Reported Last Year = M12.
1,810
Using the Register of Church Membership and Rites:
During the Report Year
1. Increases during year: All members added to the baptized members section of your congregation's
Membership Register during 2013 by: baptism, confirmation/reception, or transfer; and those persons
restored from inactive status, or not counted in last year's membership count.
182
Total Increases = 1.
Increases in Membership
2. Decreases during year: All baptized members lost by death, transferred to another
congregation, removed to inactive status in the Register of Church Membership and Rites, removed for
other reasons, or not removed from last year's membership count.
90
Total Decreases = 2.
Decreases in Membership
Active Baptized Members of
the Reporting Congregation
At Year-End
M13: Add the increases entered in Box 1 to Box M12. Then subtract the decreases entered in Box 2
for the total active membership as of December 31, 2013
Communicants in Good
Standing of the Reporting
Congregation
3. All communicants in good standing: All baptized members of the reporting congregation, who
Youth in Good Standing
4. Those communicants in good standing (counted on line 3) who are under age 16.
Communicants in good standing who are under age 16 = 4.
Others Active
Total Active Baptized Members (end of report year) = M13.
1,902
“have received Holy Communion at least three times during the preceding year” and are faithful “in
corporate worship, unless for good cause prevented,” and “in working, praying, and giving for the spread
of the Kingdom of God.”
870
All communicants (adults and youth) in good standing = 3.
12
5. Others who are active whose baptisms are not recorded in the Parish
Register, or in another Episcopal congregation.
35
Others = 5.
Using the Service Register:
Average Sunday Attendance
for 2013
6. Sunday (& Saturday Evening) Attendance: Divide total Sunday
attendance by number of Sundays.
621
Average Sunday Atendance = 6.
Easter Attendance in 2013
7. Easter Sunday Attendance
(7)
1,298
(8)
251
(9)
40
30
Sacraments & Services:
Number of Holy Eucharists
Celebrated During 2013
Daily Offices and Other
Services Held During 2013
8. Total Sunday & Saturday Evening Eucharists
9. Total Weekday Eucharists
10. Total Private Eucharists
(10)
11. Daily Offices Held on Sunday
(11)
12. Daily Offices Held on Weekdays
(12)
13. Marriages conducted in 2013
(13)
14. Burials conducted in 2013
(14)
2
5
8
14
Using the Register of Church Membership and Rites:
16. Baptisms under 16 years of age
(15)
(16)
17. Confirmations 16 years and older
(17)
18. Confirmations under 16 years of age
(18)
1
24
48
8
19. Received by a bishop
(19)
23
Children and Youth
20. Total Church School Students Enrolled
(20)
250
Adult Education
21. Do you have any regular Sunday or weekday adult
education program(s)?
Baptisms in 2013
Confirmations in 2013
Received in 2013
15. Baptisms 16 years and older
Education:
Yes X
No
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St Davids Episcopal Church
Roswell
Atlanta
Congregation
City
Diocese
Page 3
Stewardship and Financial Information of the Reporting Congregation
Giving Information for 2013:
Number of Pledges
Total $ Pledged
1. Number of signed pledge cards for 2013 -report year
2. Total dollar amount pledges for 2013-report year
(1)
(2)
394
$1,374,177
3. Plate offerings, pledge payments & regular support
(3)
$1,681,032
4. Money from investments used for operations in 2013
(4)
$0
5. Other operating income, including unrestricted gifts &
restricted gifts used for operations, & contributions from
congregation's organizations
(5)
$362,636
6. Unrestricted bequests used for operations
(6)
$0
Report of Revenues and Expenses for 2013:
Operating Revenues
Subtotal Normal Operating Income (3 + 4 + 5 + 6) = A
$2,043,668
(7)
7. Assistance from diocese for operating budget
$32,275
Total Operating Revenues (A + 7) = B
Non-Operating Revenues
8. Funds received for capital projects
(8)
$207,291
9. Additions to endowment, & other investment funds
(9)
$3,435
10. Contributions & grants for congregation based outreach
& mission programs
(10)
$89,717
11. Funds for transmittal to other organizations
(11)
$26,827
$327,270
Subtotal Non-Operating Revenues (8 + 9 + 10 + 11) = C
Total All Revenues (B + C) = D
Operating Expenses
$2,403,213
12. To diocese for assessment, apportionment, or fair share
(12)
$157,440
13. Outreach from operating budget
(13)
$63,726
14. All other operating expenses
(14)
$1,901,015
Subtotal Operating Expenses (12 + 13 + 14) = E
Non-Operating Expenses
$2,075,943
$2,122,181
15. Major improvements & capital expenditures
(15)
$11,874
16. Expense for congregation's outreach & mission
(16)
$84,239
17. Funds contributed to Episcopal seminaries
(17)
$4,000
18. Funds transmitted to other organizations
(18)
$24,441
Subtotal Non-Operating Expenses (15 + 16 + 17 + 18) = F
Total All Expenses (E + F) = G
$124,554
$2,246,735
At Year-End:
As of December 31, 2013
19. Total cash in all checking & passbook savings accounts
(19)
$759,138
20. Total investment at market value (not including cash
(20)
$838,245
reported in line 19)
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St Davids Episcopal Church
Roswell
Atlanta
Congregation
City
Diocese
Page 4
Priest(s) Serving this Congregation
Last name of Rector, Vicar, Dean, Priest-in-charge or interim
First name
Middle name
1. Swanson
Kenneth
B.
Title of position
Year ordained
Diocese of canonical residence
Rector
1981
Atlanta
Employment status at this congregation
Year called to this
congregation
Church pension status
2010
X Active
X Full time
Part time
Non-stipendiary
Retiree
Last name of associate priest, assisting priest or curate
First name
2. Swiedler
Anne Elizabeth
Title of position
Year ordained
Diocese of canonical residence
Associate Rector
2003
Atlanta
Employment status at this congregation
Year called to this
congregation
Church pension status
2002
X Active
X Full time
Part time
Non-stipendiary
Middle name
McBurney
Retiree
Last name of associate, assisting or other priest
First name
3. Brito
Antonio
Title of position
Year ordained
Diocese of canonical residence
Assisting Priest
2011
Atlanta
Employment status at this congregation
Year called to this
congregation
Church pension status
2011
X Active
Full time
X Part time
Non-stipendiary
Retiree
First name
4. Elberfeld
Katherine
Title of position
Year ordained
Diocese of canonical residence
Priest Associate
1994
Atlanta
Employment status at this congregation
Year called to this
congregation
Church pension status
2012
X Active
X Part time
Non-stipendiary
Non-active
Middle name
Last name of associate, assisting or other priest
Full time
Non-active
Non-active
Middle name
Retiree
Non-active
If you have no priest at present, who leads Sunday worship services? (check all that apply)
Supply priest
Deacon
Lay worship leader
Other:
Deacon(s) Serving this Congregation
First name
Last name of Deacon #1
Deacon (Vocational)
Transitional Deacon
Deacon (Vocational)
Year ordained
First name
Last name of Deacon #2
Transitional Deacon
Middle name
Middle name
Year ordained
Name(s) of other congregation(s) currently served by these priests (if any)
Explanation of Unique or Unusual Clergy Situation
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ATTACHMENT B
S t . D a v i d ' s E p i s c o p a lC l h u r c h
Treasurer's
Report
VestryMeeting
April22,2014
April 22, 2014 FinancialDiscussion
March20Il Parishgivingof $109.481was$4.619or 1.0%lowerthanthe budgetfor the month.
It u'asalso$57.489or 34.1oAlowerthan March 20 I 3. The total collectionsfor March 2014were
$ 1 5 1 . 0 9a6n dt h et o t a lc o l l e c t i o nf so r M a r c h2 0 1 3w e r e$ 1 9 3 . 8 3 1 .
Our Mortgagecostfor March 2014w.as$36.397. This lefl a total of $ I 11.699availablefor other
expenses.
Operating
Expense
fbr the monthwere$110.152
whichwas$1.110or 1.3%higherthanthe
bud-uet.
Which leavean operatingsurplusof $1.547for the month.
Yearto dateBudgetComparisons
For the threemouthsendedMarch3I, 2014.ParishGivingwas $1130.345
whichwas $42,295or
10.9%higherthanthe budgetandthe totalcoilections
were$534,781which was$73,831or
16.0%higherthanthe br,rdget.
Mortgagecostof $109.194matchedthe budget.And Operating
Expenses
of $357.619\\'ere$5.768or 1.60/o
higherthanthe budget.
PriorYearCornparisons
For thethreemonthsendedMarch3I. 2014.ParishGivingwas$430.315
whichwas$26,841or
5.9%lor.ver
thanduringthe sameperiodin 2013. The totalcollectionsfor this periodwere
w.hichis $,1.4,17
or 0.80/o
lowerthanthe sameperiodin 2013.
$53.+.781
Our Mortgagecostfbr thethreenronthsendedMarch31.201r1
r,r,as
whichwas$11.868
$109,194
or 12.2% higherthan2013dueto refinancingactivitiesin 2013whenno principalwaspaidfor
partof that tin-re.
-fhis
lefi a totalof $2125.587
availablefor otherexpenses.
(ercludingthe mortgage)
St. David'sconsolidated
expenses
were$357,649whichwas $21,365
higherthanthe sameperiodfor 20 13.
or 6.3o/o
For the threemonthsendedMarch31. 2014,w,erealizedan operatingsurplusof $67,938
comparedto an operatingsurplusof $105.399fbr the sameperiodin 2013.
Respectfirl
l,vSurnmited
Llol'd R Bow.en
'f
reastrrer
S t . D a v i d ' sE p i s c o p aC
l hurch
Treasurer's
Overview
March2OL4
Februarv
Cas hP os it ion
R e n a s a nBta l a n c e
Des ignat eGi
d ftA c c o u n t
S hor tT er mIn v e s tme n ts
@ Ma rk e t
T o t a lF u n d sA v a i l a b l e
LongT er mI nv e s tm e n ts
LongT er mIn v e s tm e n ts
@ M a rk e t
T ot alF u n d s
O blis at ions
Renas anBt a n k- D u e8 /1 .5 /2 0 L 5
Dioc es e
F o u n d a ti oLno a n
SinclaH
i r o u s eP a r i s i o n e r
T ot alO b l i g a ti o n s
5272,r23
5232,897
s50.2r7
A F - -
:
55,708,424
5s,690,777
5L69,562
s1s0,000
$r7,647)
(s783)
539q,ozl
C a s hO p e r a t i n s A c t i v i t v E x c l u d i n eP r e s c h o o l
March
Actual
J e f f o r d sH a l lC a p i t a C
l ampaign
T o t a lI n - F l o w
P e r s o n n eEl x p e n s e s
P r o g r a mE x p e n s e s
B u i l d i n g& G r o u n d s
OtherExpenses
D e b tS e r v i c e
C a s hO p e r a t i n gE x p e n s e s
S u r p l u s/ ( D e f i c i t )
-s
N e w t o S t ,D a v i d s
N e w - C u r r e n tY e a r
__ls1B,43ol-
__s35?,631_
_G36,3e31_
F a v o r a b /l e
(unfavorable)
B udget
($4,619)
s56,141
536,415
S11,293
5 6 , 3L 3
Stzt
( s1 1 , 1 7 3 )
S36,3e8
s146,550
54,546
342
37
sa
_16,010,339_
s 109,481
s13,568
520,620
s143,669
57,427
151,096
u3
Pledges
$2
_s2e,8e1lSr.gro
$2r,9r8)
T ot alRes t r ic t e F
dunds
T o t a l O p e r a t i n gI n - F l o w
-S5r5,343_
S 3,05 3
(532,949)
fita,fls
5t,241,,521,
-S6,028,r61
R e s t r i c t e dF u n d sT r a n s f e r r e d
ss0,219
I n c r e a s/e
(D ecrease
)
57t4,262
51,,269,499
5150,000
OtherReceipts
5275,\76
s199,948
^ ^ -
> 5 > 5 , 1 5/
5tzo,3qs
P a r i s hG i v i n g
March
(s1,982)
Ss,zoo
52,099
53,927
s6,026
59,188
544e
$9
(s1,409)
s4,6L7
3/10
54)
40
3
I n c r e a s e/
(decrease)
P r i o rY e a r
(s57,489)
S 1,699
S 8,684
$47,11,61
Sq,:so
_$42Jn_
s4,360
5rr,746
$3,+Z+1
(Ssr+1
Sro,ozs
527,843
-(Sro,5r9lInc/(D ec )
3
3
3
S t .D a v i d ' sE p i s c o p aCl h u r c h
Treasurer's
Overview
March 2OL4YTD
December
201,3
YTD
March
I n c r e a s/ e
(Decrease)
Cas hP os it ion
R e n a s a nBt a l a n c e
D e s i g n a t eG
d i f tA c c o u n t
S h o r tT e r m I n v e s t m e n t@
s Market
T o t a lF u n d sA v a i l a b l e
LongT er m I nve s tm e n ts
L o n gT e r m I n v e s t m e n t@
s Market
T o t a lF u n d s
5216,369
s301,576
Sso,zro
S 0 2 8t ,6 t
5691,,727
1,319888_
_5
5275,L76
5t99,9+8
(51,193)
(s101,628)
s
zrg
Sso,
5525,343
s71.6.r78
_5 r,r4r,srr
_(S10r,819s24,4s1.
(s78,367)
O blieat ions
J e f f o r d sH a l lM o r t g a g e
S 5,739,8ii .
D i o c e s eF o u n d a t i o n
Loan
itlt,goq
S i n c l a iHr o u s eP a r i s i o n e r
T o t a lO b l i g a t i o n s
Srso,ooo
T ot al Res t r ic t e dF u n d s
56,06L,715
5532,570
20L4
March
Cas hO per at in sA c ti v i tv Ex c l u d i n sPre s c h o ol
Y TDA ctual
P a r i s hG i v i n g
s430,346
R e s t r i c t eF
d u n d sT r a n s f e r r e d
S++,663
5s0,676
s525,685
O t h e rR e c e i p t s
T o t a lO p e r a h n gI n - F l o w
J e f f o r d sH a l lC a p i t aC
l ampaign
T o t a lI n - F l o w
P e r s o n n eEl x p e n s e s
P r o g r a mE x p e n s e s
B u i l d i n&
g Grounds
O t h e rE x o e n s e s
D e b tS e r v i c e
Cas hOp e ra ti n gEx p e n s e s
S u rp l u s/ (D e fi c i t)
P l e d s e s T o t a lP l e d g e s
N e w - N e w t o S t .D a v i d s
N e w - r N e w- C u r r e nY
t ear
se,0e6
_5534,?8]_
5t8t,tsl
5L 0 4L, 9 5
5+9,s02
Szz,tgs
Srog,rg+
S+66,8+3
55,690,777
5169,562
s1s0.000
s5,010,339
5357,634
F a v o r a b/l e
(unfavorable)
Budget
542,296
53,t1.3
Szz,zzo
s68,235
5s,sgo
s73,831_
51,996
$24,2I8)
s12,gg1
S3,562
sa
(55,759)
(s49,034)
$2,342)
s
_(ss13?61(5174,936)
l n c r e a s /e
(decrease)
P r i o rY e a r
(s26,841)
$11,813
s9,799
(s5,229)
Sr,ooz
(54,227l,
513,242
St6,3t6
(s3,s83)
(52,0r7)
s11,869
s35,927
s67,938
-568,062_
Y e a r - e n d2 0 1 , 3
3lLO
Incl (Dec)
310
1.7
345
40
35
23
22
_(s40,os4l_

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