Unitarian Universalist Church
of Greater Lansing
2006-07 Annual Report

TABLE OF CONTENTS

UUCGL Officers, Trustees, Staff, and Pastoral Assistants
Board of Trustees
From the Minister
From the Community Minister
Adult Religious Education
Archives
Budget
Canvass (See also Stewardship)
Celebrations Committee
Computer Committee
Denominational Affairs Committee
Finance Committee
Investment Committee
Journey toward Wholeness Committee (anti-racism and anti-oppression)
Membership Committee
Music Committee
Nominations Committee
Office Committee
Religious Education Committee
Social Action Committee
Stewardship Committee
Strategic Planning Committee
Yankee Springs (Memorial Day Retreat)

OFFICERS
Judith Rowell-Devaney, President
Sue Hill, VP for Finance
Tammy Lemmer, VP for Programs
Marion Walsh, Treasurer (ex-officio)
Chris Clampitt, Financial Secretary (ex-officio)

TRUSTEES

Sue Hill
Tammy Lemmer
Monica Day Ostrand
Judy Goth-Owens
Judy Olson
Sheila Ording
Shawn Riley
Judith Rowell-Devaney
Lynn Scott
Deb Wiese

STAFF
Teresa Putnam, Director of Lifespan Faith Development, ext. 3#
Rachel Alexander, Director of Music, ext. 4#
Jeannie Miernik, Office Assistant, ext. 2#
Stuart Foster, Pianist

PASTORAL ASSISTANTS (ext. 1#)
Shirley Beckman
Kelly Gruner
Kermit Johnson
Kate Lein
Bobbie Pankratz
David Reitzell

MINISTER
Rev. Kathryn A. Bert, ext. 5#

BOARD OF TRUSTEES

Church officers:
Judith Rowell-DeVaney, President
Tammy Lemmer, Vice President for Programs
Sue Hill, Vice President for Finance
Marion Walsh, Treasurer
Chris Clampitt, Financial Secretary

Board Members:

Monica Day Ostrand, Judy Goth-Owens, Sue Hill, Tammy Lemmer, Judy Olson,
Sheila Ording, Shawn Riley, Judith Rowell-DeVaney, Lynn Scott, Deb Wiese

"To exist is to change, to change is to mature, to mature is to go on creating oneself endlessly." - Henri Bergson, French Philosopher

Overview of 2006-2007

This church year has been a very positive one full of growth and change. Even though this growth is very positive for our congregation, the transition from what we know as comfortable and familiar is not an easy one.

Your Board of Trustees started the year out with our fall retreat where we established our goals for the year. (See the goals at the end of this report.) This process brought together many new Board members with more seasoned ones. We made covenants with one another as to how we would relate and function with each other. These covenants are attached.

This set the stage for the new church year. Our meetings were run differently, using a more informative and efficient way of laying out our meetings. I want to tell you about this format because it is indicative of the changes that we embraced throughout our year. With few exceptions, we started and ended on time, which means so much to those who dedicate time to this church but truly want it to be well spent.

In our meetings, we dedicated 30 minutes of our meeting to what we called our "Think Tank." This allowed us to delve more in depth into major areas that affect the church and about which your Board needed to gain more information or grapple with larger questions. We dealt with such topics as how we live our covenants, leadership, strategic planning, our Constitution and By-laws, personnel, and fair compensation. Before each topic discussion, we had materials to read that formed a basis for our discussion.

This "Think Tank" time in our meetings also let us look at the function of our Board and to examine what our congregation needs from its leadership. We looked at expanding the number of church members who are involved in leadership roles. In order to do this, we had to examine our own Board of Trustees, our effectiveness, and our purpose. Your Board of Trustees can no longer be involved in all parts of the church. Our church is too large and complex. We concluded that our focus really needed to be fiduciary and policy oriented. To that end, we, like the majority of Boards of churches our size, looked at decreasing the size of the Board to increase our effectiveness and focus. Along with this, we set a goal of including more of our congregation in leadership roles.

Our first "Taste of Leadership" was held in March 2007. We not only tasted wonderful food, but 40 of our Members were able to begin to taste how they might be involved in leadership within our church. Leadership goes beyond serving as committee chairs and officers of the church. It is the many ways in which people take responsibility, influence the church, and facilitate the functioning of the church. This group focused on the individual ways they could be part of the leadership of our church in ways that fit their talents, available time, and interests.

Throughout the year, your Board of Trustees, through its "Policy and Transitions Committee" and with consultation and input from various church committees and from the congregation, has worked on proposed amendments to the Constitution and By-laws of our church. It is a daunting task, and a decision was made to propose smaller changes to the congregation at our Spring Congregational Meeting. Then an ad hoc committee of the Board would be appointed for next year to look at the entire set of documents and work on the next changes. The focused changes for this year involve a smaller sized Board of Trustees (from twelve to nine), clarification of the role of church officers, consistent definition of specialized committees, and clarification of language around Spendable Endowment.

Additional areas of Board focus for the year were Stewardship and Personnel. Stewardship has been reinvigorated with a broader definition of its mission and has become a year-round viable committee. (See the Stewardship report in this document.) Stewardship was identified as a critical area in part because of the gap in the funds we raise as a congregation and the amount of dollars that are needed to support our infrastructure and strategic plan and in part because we need to recognize more fully the multiple ways in which we are stewards of our church and of what it stands for. There are exciting and innovative things happening in this arena, and with continued increase of awareness and support of our congregation, we will be able to move forward toward our hopes and dreams.

The Personnel Committee of the Board has worked all year in looking at fair compensation and updating and writing our Personnel policies, which were approved by the Board at their March 2007 meeting.

All in all, this has been an incredible church year full of growth and change. Our Board covenants have allowed us to work productively together in right relations. Change is not easy, but when we are in right relations with one another, it can be most gratifying.

After six years on the Board, I will be moving on to other areas of church involvement. I thank you for the opportunity that I have experienced in working closely with many of you. It has been a most rewarding time, and I look forward to many more years of "faith in love and hope for community ‘keeping’ us ever growing and changing together. Peace."    - Judith Rowell-DeVaney, President of UUCGL Board of Trustees

Covenants with Each Other as Board Members and Staff
created at the Board Retreat September 16, 2006
Revised at the Board meetings September 27 and December 20, 2006

Our meetings will begin at 7:15 p.m. the fourth Wednesday of the month, unless alternative dates and times are set in advance. We will finish our meetings no later than 9:30 p.m.

We will expect to spend 30 minutes of each Board meeting for extended issue discussion and education on a designated issue; our Think Tank items.

We each promise to read the materials in advance and come prepared to the meetings. We will not take time to fill in the uninformed members during the meeting.

All reports from staff and committees need to be sent by e-mail to Board members by Friday noon before the Wednesday meeting. We will put uuboard at the beginning of the subject line.

Judith promises to get a pre-agenda out a week prior to Board meetings. Reply with your additions or corrections as soon as possible, and Judith will send out revised agendas on Monday. Any subsequent adjustments will be reviewed at the beginning of the meeting.

We will communicate with Judith if we are unable to attend a meeting. We should let her know in advance as much as possible and can reply to her advance agendas with regrets only. Staff will let Kathryn know if they won’t attend.

If we are running late or have an unexpected emergency, we will call the church at line 5, and Kathryn promises to check messages just before 7:15 p.m.

Kathryn and Judith will communicate about who checked in, and if someone doesn’t show up who didn’t tell them they’d be gone, Kathryn or Judith will call to see if the missing Board member is okay.

Draft minutes will be distributed to the Board members and staff a week following the meeting.

The Board and staff will speak with one voice. That is, we will express our disagreements in our meetings together, but after a decision has been made, we will stand behind it.

We each commit to remind each other of these covenants, especially when we fail to follow them. The covenants are not permanent rules, but rather a flexible description of our practice, and we can renegotiate and revise them as we discover better ways to work together.

Judy Olson will print all the reports and documents that should have been read for the Board meeting and have those available for any visitors to see. If visitors need the reports in an accessible format, we can provide them with advance notice.

Goals for 2007

UUCGL Board of Trustees will:

develop and use Board covenants and thoughtfully modify them as needed.

reorganize the format of the monthly meetings to incorporate Think Tank time and a consent agenda.

assign the Vice President for Programs as the committee liaison for the year and evaluate how well that works.

develop, through Board Stewardship assignments, the practice of integrating stewardship as a year-round vital function of the church.

develop a workable set of personnel policies, and, through its Personnel Committee, update staff contracts.

develop a proposed structure, with input from the congregation, for a revised governance structure; update the Constitution and By-laws accordingly, communicate them to the congregation, and bring changes to the congregation for a vote by spring of 2007.

FROM THE MINISTER…

This job continues to grow and stretch my skills in all kinds of ways I never anticipated… It’s a good thing. This year I have been learning some administrative and supervision skills. I look forward to the day when the church is adequately staffed to serve you better. You all deserve the best!

With help from the Board of Trustees, I defined the following goals for improvement this year:

Stewardship: Many people worked together to help us apply for a grant from the UUA that would help us develop stewardship at church. Unfortunately, we were not selected for the project, but we did learn a lot in the process. Judy Olson, Ralph Putnam, and Gabi Mayer have formed the steering committee for a new Stewardship Committee that is already helping us change the way we think about stewardship. (If you haven’t checked out the Volunteer Book at the Activities Table, please do!) I think we are at a critical point in the history of this church – that we need to pay attention to stewardship and be more intentional and generous than ever before. I fear that without more staffing and support, both volunteers and staff will grow weary, and services will decline.

Staffing: After the departure of our long time office manager, we hired two replacements and have lost one. The Congregational Administrator was employed by the church until January of 2007. We are currently looking for her replacement. Sheila Ording, Michael McClellan, Marcus Cheatham, and I are on the hiring team. Our Office Assistant, Jeannie Miernik, who began in April of 2006, is still with us and has increased her hours temporarily to help us through this transition. I have contracted with an Alban Institute consultant, Alice Mann, to help coach me on my supervision skills. After having spent several years helping the church get a system for evaluation of the minister in place, we are now working on evaluation systems for the rest of the staff to help them in their work.

Worship: It is a challenge to stay focused on worship with all the office turnover and administrative challenges the church currently faces. I am working on time management strategies to help me focus on those things that make worship excellent. The Celebrations Committee, chaired by Brad Rutledge, continues to maintain the high quality of worship when I am not in the pulpit.

Program and Governance: I have asked the Pastoral Assistants and Covenant Group Facilitators to run their own monthly meetings (though I still attend) in order to create some time (saved because I’m not preparing those meetings) to help with the Constitution and By-law proposals and Program Council. Current Pastoral Assistants are Shirley Beckman, Kelly Gruner, Kermit Johnson, Kate Lein, Bobbie Pankratz, and David Reitzell. Current Facilitators for Covenant Groups are Martha Benedict, Joanne Cameron, Chris Cleveland, Daniel DeVaney, Amy Geishert, Emily Mukherjee, and Joe Stuart. These people run great meetings! I have begun attending the Program Council meetings, which are aptly run by VP for Programs Tammy Lemmer. I have also met with various folks serving on the ad hoc Constitution and By-laws Committee to help with prioritizing the changes that need to be made.

Helping me oversee the ministry in general is the Committee on Ministry, whose members include Tim Goth-Owens (term expires ’07), Deb Mosher (term expires ’08), and Renee Swanson (term expires ’09). I acknowledge and appreciate their dedication and support.

At five years, I have served you longer than 30 of your previous ministers (which sounds impressive but includes many interim posts). Since one of our mutual goals was to establish a long-term ministry together, I take pride in that figure. I enjoy working with this congregation very much and look forward to many more years together.   

- Rev. Kathryn A. Bert

FROM THE COMMUNITY MINISTER…

On January 21 of this year, the voting Members of this church voted to enter into a relationship of affiliation with me. This relationship has no budgetary implications, but it does signify a relationship between you and me and is also recognized by the Unitarian Universalist Association.

In the last year my ministry called Spirit Rolling has had three areas of focus: Preaching, Medical Ethics, and Publicity. In the last year I have preached on at least ten occasions. I performed one wedding. I continue to consult with individuals and groups around the country about the curriculum that I wrote in 2004, "Perspectives on Disability."

Medical Ethics has been a special area of focus for my study and my ministry. I find myself alluding to it in my sermons. I also had the occasion to write about its implications. By medical ethics I mean those thorny issues around the beginning and end of life. I mean also the ways people with disabilities are routinely treated by the medical establishment in this country.

I have attempted to create a brochure for Spirit Rolling. This document has gone through several drafts, and I am still perfecting it. In the coming year I hope to see a website constructed that will highlight my ministry.

I continue to serve on our national UUA appointed Accessibilities Committee. In January we met over a weekend and had a very productive meeting. I continue to enjoy serving the larger church in this way.

I am very ably assisted in my work by a Committee on Ministry. They are Mary Smith, (chair) Shawn Riley, Margaret Holmes-Rovner, Marcus Cheatham, and Melanie Morrison. We meet monthly. Since, at this point, I feel my ministry to be new and fledgling, discerning the future is always part of our agenda. Please feel free to contact me or any of these persons.

Sprit Rolling continues to find its wings and roll on. If there is a catch phrase for my work, it is to "appreciate complexity" knowing it is important for all sides to a story or situation to be heard.

In faith,   Rev. Laurie Thomas

ADULT RELIGIOUS EDUCATION COMMITTEE

2006 Accomplishments:

In the fall of 2006, four classes were offered: World Religions: Religions of the Far East, Rise Up & Call Her Name, Coming of Sage, and Perspectives on Disability. Unfortunately, none of the classes were actually held, due to low interest and the need for rescheduling. We believe that the increase in interest in Covenant Groups may have affected our enrollments. Feedback received later does indicate that there is enough interest to try running the classes again with the hope that more people can fit them into their schedules at that time. Family movie nights were met with great enthusiasm in the summer months, but attendance waned as school resumed and through the holiday season. We made the decision to place the movie nights on hiatus, with the intention of offering them again if interest increases.

In the winter and early spring of 2007, both the Adult OWL and You the Creator classes were offered and are still in progress at the time of this report. A four-week Journey Towards Wholeness seminar was offered in January. The committee jointly sponsored a Group Facilitation Skills workshop by Julica Hermann, which was a huge success. The Perspectives on Disability class is scheduled to be held later in the spring. The committee chair attended the Heartland District meeting and its Adult RE workshops. Connections made and ideas shared in the workshops will be used to help revitalize and grow our program.

2007 Goals:

The committee is looking at ways to increase its membership and include new voices in the process of serving the congregation through Lifespan Faith Development. We would like four classes offered in the upcoming fall season, with at least two of them having enough interest to get them off the ground. A creative writing workshop is in the early developmental stages of planning. We remain open to resuming the family movie nights if the congregation is interested. The committee is open to exploring new ideas like offering classes during the summer months and to working with other groups such as Covenant Groups and Children's RE to reduce schedule conflicts and explore joint offerings. We look forward to meeting the needs of the adults of the Unitarian Universalist Church of Greater Lansing.

- Martha Kuepper, Chair   
Committee Members: Cheryl Goodman, Irene Leland, Karl Panaanen, Chris Cleveland

ARCHIVES COMMITTEE

Activities this year: Our committee has met about once a month during the past year. We: (1) elected new co-chairs and have refocused the committee on identifying our current holdings; (2) began coordination of a church history with the help of other committees; and (3) implemented archival processes and standard forms and began accessioning of materials.

Goals for the future: We plan to continue applying our hands-on experience with standard archival processes to identify, arrange, and describe the materials and information in the church archives. Our goal is to complete identification of all material in our possession, prepare procedures for new materials, and plan for access methods to the material we think useful for connecting with our church’s past and planning for its future.   

-Ed Busch, Cochair
Chairpersons: Shirley Beckman, Ed Busch
Board Liaison: Tammy Lemmer
Committee Members: Pat Colburn, Marguerite Kern, Irene Leland, Liz Schwarzweller, Liz Signell, & Peter Signell

BUDGET
as adopted by the Congregation
January 21, 2007 (with 3/07 Board revisions)

2006 Budget

2007 Budget

% Change

Comments

INCOME
40000 · Fund Raisers
40100 · Grove Street Book Store

1,900.00

4,000.00

110.5%

Income for 2007 based on 2006
40200 · Kroger, Meijer

3,500.00

3,200.00

-8.6%

Income for 2007 based on 2006
40300 - Coffee Bean Sales

2,700.00

6,200.00

129.6%

Income for 2007 based on 2006
40400 - Coffee by the Cup

0.00

1,000.00

NA

Income for 2007 based on 2006
40500 - Coming of Age

0.00

950.00

NA

Sale of Publication
40600 · Riverwalk and Misc.

1,000.00

700.00

-30.0%

Income for 2007 based on 2006
40700 - Yankee Springs

0.00

5,654.25

NA

Income for 2007 based on 2006
Total 40000 · Fund Raisers

9,100.00

21,704.25

138.5%

40800 · Interest Income (Endowment)

0.00

0.00

NA

*Restricted
40820 - Interest Income (Church Investments)

400.00

3,000.00

650.0%

40850 · LREDA Income

4,000.00

0.00

-100.0%

40900 · Plate/non-pledged

14,175.00

13,000.00

-8.3%

41160 · Current Year Pledges

310,000.00

330,260.00

6.5%

41350 · 2005 Match Campaign

0.00

0.00

NA

41400 · Pledges, Prior year

0.00

11,500.00

NA

Not Budgeted in 2006
41500 · Rental Income
41600 · Fellowship for Today

16,700.00

17,201.00

3.0%

3% increase
41700 · Peace Education Center

1,200.00

1,236.00

3.0%

3% increase
41800 · Rooms

1,700.00

1,000.00

-41.2%

3% increase based on 2006
41900 · Ten Pound Fiddle

2,575.00

2,652.25

3.0%

3% increase
Total 41500 · Rental Income

22,175.00

22,089.25

-0.4%

42200 · Allowance, Income Shortfall

-15,500.00

-16,510.00

6.5%

5% of Current Year Pledges
70000 Other Income
70100 Bookstore

0.00

0.00

0.0%

Moved to 40000 Fundraisers
70300 Coffee Sales

0.00

0.00

0.0%

Moved to 40000 Fundraisers
70350 Coffee Fund

0.00

0.00

0.0%

Moved to 40000 Fundraisers
70400 Misc. fundraisers Rev

0.00

0.00

0.0%

Moved to 40000 Fundraisers
70500 Building Replacement

0.00

0.00

0.0%

70550 Building Replacement Mortgage

0.00

0.00

0.0%

70600 · Restricted Fund Revenue
70630 · Celebrations

0.00

0.00

0.0%

70640 · Music (Special Music Fund)

0.00

0.00

0.0%

70710 · Coming of Age Publication

0.00

0.00

0.0%

Sale of Publicaton
70720 Coming of Age Program

0.00

0.00

0.0%

Donations for Program (every other year)
70730 · RE High School

0.00

0.00

0.0%

70600 Total Restricted Fund

0.00

0.00

0.0%

70800 · Charitable Donations
70810 · Adopt-a-family

0.00

0.00

0.0%

70820 · Guest-at-Your-Table

0.00

0.00

0.0%

70830 Civil Rights

0.00

0.00

0.0%

70850 Social Action

0.00

0.00

0.0%

Total 70800 · Charitable Donations

0.00

0.00

0.0%

70900 - Equipment Fund

0.00

0.00

0.0%

70950 - Memorials

0.00

0.00

0.0%

71050 · Memorial Garden

0.00

0.00

0.0%

71300 · Pass through Income
71330 · Flowers

0.00

0.00

0.0%

71340 · Hymnals

0.00

0.00

0.0%

Total 71300 · Pass through Income

0.00

0.00

0.0%

71400 Spendable Endowment

0.00

0.00

0.0%

71450 Flexible Endowment

0.00

0.00

0.0%

71500 Yankee Springs

0.00

0.00

0.0%

Moved to 40000 Fundraisers
71600 UNICEF

0.00

0.00

0.0%

72100 Audio System

0.00

0.00

0.0%

79900 Other Income

0.00

0.00

0.0%

0.00

0.0%

Total 70000 Other Income

0.00

0.00

0.0%

TOTAL INCOME

344,350.00

385,043.50

11.8%

From Balance Sheet
30200 - Coming of Age

0.00

2500.00

NA

Income from Coming of Age Publication to support Coming of Age Program
30250 - Contingency Fund

0.00

8,000.00

NA

Audit of 2006 Financials
30550 - Board Decision

1,634.00

0.00

-100.0%

30550 - Building Replacement Fund

0.00

0.00

0.0%

30550 - Building Replace Fund Mortgage

0.00

0.00

0.0%

30650 - Celebrations

0.00

600.00

0.0%

For Sunday Speakers
30800 - Equipment Fund

0.00

0.00

0.0%

33500 - Spendable Endowment

0.00

0.00

0.0%

Total - From Balance Sheet

1,634.00

11,100.00

579.3%

TOTAL AVAILABLE FUNDS

345,984.00

396,143.50

14.5%

EXPENSES
Contingency Reserve

3,203.00

0.00

Suspence

0.00

0.00

50000 · Building & Grounds
50100 · Cleaning Service

22,500.00

23,175.00

3.0%

50200 · Verger

670.00

690.00

3.0%

50600 · Insurance

5,560.00

5,726.00

3.0%