Reports & Information

Reports

• Annual Report to the General Assembly
  • 2006 Report 
  • 2006 Presentation
  • 2005 Report 
  • 2005 Presentation
  • 2004
  • 2003
  • Presentation to the General Assembly
  • 2002
  • 2001
  • 2000
  • 1999
  • 1998
• Finance Committee Chair's Report
  • to the 2002 General Assembly
  • to the 2001 General Assembly
  • to the 2000 General Assembly
  • to the 1999 General Assembly
  • to the 1998 General Assembly
• Recent Reports to the Board of Trustees ( all are in PDF format)
  • January 2007
  • October 2006
  • April 2006
  • January 2006
  • October 2005
  • October 2004
  • June 2004
  • April 2004
  • January 2004
  • October 2003
  • April 2003
  • January 2003
  • October 2002
  • April 2002
  • January 2002
  • October 2001
  • April 2001
  • January 2001
  • October 2000, with Financial Monitor through 2000
• UUA Statistics
• Standards for Financial Performance
• Combined UU Membership & RE Enrollment (graph)
• Combined UU Membership & RE Enrollment as Percentage of the Population (graph)

Who's Who in the UUA's Finances

• Financial Advisor: UUA Bylaws Article X
• Treasurer & Vice President for Finance: UUA Bylaws Article X, UUA Dept. of Financial Services
• Board of Trustees (and Finance Committee): UUA Bylaws Article VI
• Committees: UUA Bylaws Article VII
  • Investment Committee
    • Committee on Socially Responsible Investing
    • Socially Responsible Investing Guidelines, April, 1997
  • Compensation, Benefits & Pension Committee, Office of Church Staff Finances
    • Recommended Compensation Chart, Office of Church Staff Finances
    • Useful email distribution list: subscribe to faircomp
    • Other denominations also have fair compensation guidelines. As an example: Massachusetts Conference, United Church of Christ Compensation Guidelines
  • Congregational Properties and Loan Commission, Office of Congregational Fundraising Services
• UUA Bylaw Provisions Regarding Finance

current and past financial advisors Larry Ladd, Arnold Bradburd, Bob Lavender

Information on Church Financial Management

• Managing Your Congregation's Money 
  by Dan Brody and Larry Ladd, UUA Financial Advisors
  UU University presentation, St. Louis, June 2006
• Internal Financial Review for UU Congregations 
  by James Wu
  President, UU Congregation of Columbia, MD
• Financial Management for Congregations
  by the Rev. Ralph Mero
  UUA Office of Church Staff Finances
• Useful email distribution list: subscribe to uu-money
• Additional resources from the UUA Office of Church Staff Finances
• Financial Management in the Church 
  by Peter Henrickson
• Handbook for the Church Audit Committee 
  by Frank A. Marino, MBA, CPA
  Massachusetts Conference, United Church of Christ
• A Handbook for Church Treasurers and Trustees 
  by Dawn Hammond
  Massachusetts Conference, United Church of Christ
• Linking Mission to Money : Finance for Nonprofit Board Members
  by Allen J. Proctor
  The Academy for Leadership & Governance
• Determining if a worker is an employee or an independent contractor:
  • Internal Revenue Service guidelines 
  • The "20 factors" checklist 
• Other sources of information:
  • Independent Sector 
  • BoardSource 
  • Evangelical Council for Financial Accountability 
  • GuideStar 

Unitarian Universalist Association
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