Financial Services

Tim Brennan Treasurer Florence Einhorn Director of Accounting

Financial Services functions on several levels to serve the UUA staff, board, committees, districts, member congregations, and affiliate organizations in a manner that will foster shared stewardship for the financial resources of the Association.  The office maintains financial records, prepares reports to measure and analyze the use of resources, and pays staff and vendors.

The Treasurer is responsible for the financial business of the Association. With the help of the Investment Committee, the Financial Advisor, and the Endowment Funds Manager, he oversees the General Investment Funds of the Association.  These funds consist of the endowments of the Association and of many member congregations and affiliates.  The Treasurer also monitors the Association's investments to ensure their compliance with socially responsible investment guidelines as set by the Board of Trustees and is an ex officio member of the Committee on Socially Responsible Investing.

To provide current information on the finances of the UUA, the Treasurer has prepared a number of reports, including the annual Treasurer's Report for GA 2006 , as well as the most recent UUA Audited Financial Statements for FY2006  and Management Letter . More information can be found on the Financial Services Reports page and the page of the UUA Financial Advisor.

Endowment Funds

The Endowment Section tracks the growth in and use of endowment and other restricted funds for their designated purposes and issues reports on these and related matters.

• Investment Form
• Investment Guidelines and Policy Statement
• Current Performance Data
• Historical Net Asset Values(NAV)
• GIF Asset Allocation Policy 2002-2003

Building Loans and Loan Guarantees

Under the supervision of the Congregational Properties Loan Commission, the Treasurer advises member congregations in matters of mortgages and other financing of their property.  The office also administers denominational assistance, such as building loans and guarantee of mortgages on church property.

• Building Loan Guidelines and Application Form
• Loan Guarantee Guidelines and Application Form
• First Home Grant Program Guidelines and Application Form
• Congregational Grant List

Socially Responsible Investing

The treasurer is an ex officio member of the Committee on Socially Responsible Investing which maintains investment guidelines reflective of UU values, distributes information and resources to harness the power of UUA constituencies and provides outreach to UU households with equity holdings.

UUA Pension/Retirement Plan

In cooperation with the Committee on Compensation, Benefits and Pension, the Treasurer administers a 401(a) multiple-employer-defined contribution pension plan.

• The UU Organizations Retirement Plan

Mailing Lists

• Church-Admin-UU mailing list
• UU-Money mailing list

Committees

• Audit Committee

Unitarian Universalist Association
25 Beacon St. | Boston, MA 02108 | 617-742-2100