FY20 Budget Overview - Archdiocese Of Baltimore
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FY20 Budget OverviewBudget AreaCentral ServiceCoreOperationsEst. ExpensePrimary Restraint/ Budget Policy 25.6 millionMust stay within Cathedraticum.(11.2) millionEstimated fees and other income help offset 14.4 millioncathedraticum burden.ExternalAssistance (1) 4.7 millionMust stay within income generated fromunrestricted gifts and interest income anddividendsInsuranceHealthBenefitsRisk 47.3 million 5.9 million 11.8 millionAll insurance programs are sustained bypremiums paid by participants of the program –parish/schools/agencies of the Archdiocese.(1) External assistance does not include approximately 9 million in annual grantsprovided by the Archdiocese made possible from the funds raised in the AnnualAppeal and Catholic Community Foundation.2
Catholic Center Core Operating Budget – FY20Allocation of 14.4 Million tholic nications3.6%Vicariate gmt Services25.1%3
Overall Sources and UsesFY20 Core Services Budget 25.6 mIncomefrom um56%Fees27%UsesProf.services 4%Vocation &ClergyFormation9%ProgramSupportCosts 21%Labor &Benefits63%4
What Generates the 14.4 million ofCathedraticum? Assessment base is on parish unrestrictedincome Step % is applied to base–––1ST 100k of base assessed 6.5%2ND 100k of base assessed 12.5%Income based over 200k assessed 15.5% No campaign-related collections or parishshare income from Archdioceseanannual/capital appeals are included in base. Deductions on taxable income are given fortuition assistance and Catholic Reviewexpenditures and any expense associatedwith revenue generated activity such as childcare services, religious education andevangelization programs. Top 10 parishes generate 25% of total(Nativity was largest in FY18. Taxrepresented 14% of operating income and15% of operating expense) Next 50 parishes generate 52% of total(represents, on average, 11.8% of operatingincome) Remaining 82 parishes generate 23% (St.Michael, Clear Spring, smallest. Taxrepresents 4.8% of operating income and3.8% of operating expense)5
Largest costs item is labor – Core Services Full Time Equivalent.Controlling headcount remains a priorityDepartmentFY20 FTEFY19 FTEVicariate & PastoralPlanning & ment ation21.523.0Catholic Schools18.517.5Human ResourcesTotals169.5Notes179.3 FY20 total salaries 11.7 million, whichrepresents a total increase of 2.4%.6
Vicariate & Pastoral PlanningFY20 Divisional Budgets and Use of Cathedraticum Office of the Archbishop Western Vicariate Urban Vicariate Eastern Vicariate Residence Tribunal Office Office of Child Protection Missions OfficeTotal cost budget 1,936,008 136,718 491,363 282,592 410,675 600,762 300,784 269,236 4,428,138Total cost budget 4,428,138Less SupportProgram and Service raticum Used 3,066,72521.3% of Total CathedraticumMajor Programs/Events/Non-Labor Cost Items* Apostleship of the Sea* Archives* Bishop Residences and Events * Planning Office* Catholic University* African American Ministries* Mission Cooperative & Haiti* Chancellor Office7
Vicariate and Pastoral Leadership Personnel Listing Office of the Archbishop–––––– Archbishop William E. LoriRev. L. Bianco, Secretary to ArchbishopAndrew Middleton, AOS ProgramDiane Barr, ChancellorAlexandra Mihaley, AdminVictoria Corfman, AdminOffice of the Vicar General–––––– Bishop A. Parker, Vicar GeneralDaphne Daly, Parish PlanningJulie St Croix, Parish PlanningMichael Downes, Parish PlanningOpen, Parish PlanningJanet Franchy, AdminUrban Vicariate––––– Eastern Vicariate–– Bishop D. Madden, VicarSr. G. Proctor, Black Catholic Ministries, DirectorAziza Kayani, AdminHoward Roberts, Project CoordinatorDarron Woodus, Pastoral AssociateManuel Aliago, Pastoral AssociateLigia Pappas, AdminWestern Vicariate––Christopher Yeung, DirectorBetty McHugh, AdminPage 8
Vicariate and Pastoral Leadership Personnel Listing Tribunal–––––Rev. Gilbert Seitz, Judicial VicarTeresa Ewen, Admin/NotarySusan Smith, Admin/NotaryChris Mahaley, AdminStipend Assistance Rev. J. OpaldaB. BettwyM. CarterRev. C. MooreDeacon A. NorcioMissions Office– Cindy Weinhold, AdminBasilica Residence–––Kevin Reid, ChefRobert Reier, Assistant to ArchbishopLorelei Jones, HousekeeperOffice of Child Protection–––Jerri Burkhardt, DirectorChristine Dusti, CoordinatorSarah Gregorini, Assoc DirectorPage 9
Clergy Related ServicesFY20 Divisional Budgets and Use of CathedraticumCore Operating Services & Administration Division Clergy Personnel 479,829 Vocations 1,979,658 Hospital Chaplaincy 312,941Total cost budget 2,772,428Special Clergy-Related Areas (in external budget) Senior and Retired Priest Clergy on Assignment Outside of Parish – 16 priestsMajor Programs/Events/Non-Labor Cost Items* Priest Retreats & Convocations* Permanent Deaconate Retreats &Convocations* Deacon Formation Programs* Room/Board/Support – Seminarians* Seminarian Internships & Formation* Quo Vadis Boys Camp/Fiat Days Girls CampCore Operating AreasTotal cost budget Less SupportProgram and Service feesInvestment/Grant/OtherCathedraticum Used8% of Total Cathedraticum 2,772,428Senior & Retired Priest ServicesCost of Assisted Living/Medical(38,700)(1,561,194) 1,172,534 2,426,956Less SupportSecond collection IncomeEndowment IncomeClergy withholdingsProgram fees/profit shareUse of Unrestricted GiftsAAA GrantUse of Cathedraticum ,000)zeroCost of Clergy on Outside Assignment 832,933Less Support provided by outsideUse of Unrestricted GiftsUse of Cathedraticum *(333,569)(499,364)zero* Cathedraticum will be used if unrestricted gifts are notachieved in period.10
Clergy-Related Services Personnel Listing Division of Clergy Personnel–––– Rev. James Proffitt, DirectorRev. William Foley, Services to Retired PriestsBetty McHugh, AdminShuantae McCray, Admin Hospital Chaplaincy––––Rev. William SpacekRev. Jon KightlingerRev. Samuels UzoukwuRev. Patrick BeselVocations Office–––Rev. Steven Roth, DirectorSuzanne Blair, AdminSam Smyth, AdminPage 11
CommunicationsFY20 Divisional Budgets and Use of CathedraticumCommunicationsCatholic ReviewTotal cost budget 1,344,698 1,924,433 3,269,131Total cost budget Less SupportProgram and Service feesInvestment/Grant/OtherCathedraticum Used 3,269,131(2,219,902)(531,900) 517,3293.6% of Total CathedraticumMajor Programs/Events/Non-Labor Cost Items*Catholic Communications and Media*Catholic Review: advertising, production,circulation and editorial* Catholic Printing Services12
Communications Personnel Listing Communications Office––––Sean Caine, Executive DirectorTim Murphy, DirectorGeorge Matysek, Newsroom/Print/WebLauren Robinson, Associate Catholic �Chris Gunty, Associate PublisherPatricia Richardson, Business Office StaffBlake McCoy, AdvertisingJohn McNulty, AdvertisingTimothy Swift, EditorialOpen, EditorialPaul McMullen, EditorialKevin Parks, EditorialOpen, EditorialOpen, ProductionJoan Francis, Accounts PayableToni Jones, Accounts ReceivableRegina Mitsos, DirectorSteven Havens, PrintingTim Zerhusen, Printing13
Department of Management ServicesFY20 Divisional Budget and Use of Cathedraticum Exec/Fiscal Serv. Facilities and Real Estate Information Technology Building 2,585,191 1,046,909 2,161,466Cost AllocatedMajor Programs/Events/Non-Labor Cost Items- Accounting & Administration servicesIPLF, Inc.; CCF, Inc.; Insurance, Central Service budget;Lay and Clergy retirement plans; Developmentcampaigns, 70 Internal audits; Investments; Quickbookssupport; parish/school accounting support; financing.Total Cost Dept. of Mgmt Serv. 5,946,350Less SupportFees from Insurance Prog.(935,000)Fees from IPLF(250,000)Fees from campaigns(405,075)Income from Rental Property(138,672)Real Estate fees(137,500)Project Management fees( 23.000)Allocated to other Depts (Sq ft)(157,464)Grants Income(132,228)ParishSoft fees(13,000)Other(140,558)Cathedraticum Used 3,613,85325.1% of Total Cathedraticum-Real estate activity; support of major systems (boilers,UST; HVAC, roofs, etc); project management, capitalproject planning and support.-Helpdesk; Archdiocesan email; Parishsoft;Powerschool; Geo-code mapping; Demographicplanning; Website support; Business systems andmachine support.14
Management Services Personnel Listing Office of the Executive/Fiscal ––––John Matera, Executive Director/CFOPam Kappes, AdminOpen, AdminMary Pat Stoval, DirectorDonna Del Bosque, Senior Financial AnalystMark Beynon, Senior Financial AnalystPatrick Watkins, Internal AuditDonna Pachilis, Accounts ReceivableRobin Scannell, Accounts PayableAshley Conley, Director, School FinanceDave Wilson, Manager, Internal AuditJason Geisinger, Internal AuditTracey Palmer, ManagerMateo Ellis, Regional ControllerFrances Harding, AnalystLisa Faherty, Regional ControllerJane Andrews, Regional ControllerDaniel Bowles, Assistant Controller Facilities and Real EstateManagement–––––– Nolan McCoy, DirectorMyrtle Wright, AdminChrisitin Kinman, Project ManagerDoug Johnson, Project ManagerDavid Owens, Project ManagerMatt Reagan, Project ManagerInformation Technology–––––––––––Marcus Madsen, Director/CIOKaren Giron-Rodriques, AdminWenan Zhao, Systems AdministratorMichael Weschler, Web DeveloperDan Honemann, Database AdministratorGreg Lucas, Infrastructure & Security ManagerJoe Sefiani, Network & Telecom SpecialistOpen, Data Specialist ParishesTigist Gebeyehu, Database AdminRon Hurt, PIMS ManagerL’Tanya Crosby, PIMS CoordinatorPage 15
Management Services Personnel Listing Building Operations–––––Hugh Andes, ManagerCharles Quick, SuperintendentMichael Raszkiewicz, Maintenance AssociateDebra Branch, Mail Room ClerkMary Tobias, ReceptionistPage 16
Department of DevelopmentFY20 Budget and Use of CathedraticumAnnual Appeal for Catholic Ministries 6-8 millioncampaign. Parishes receive approx. 2.5 million inparish share.Partners in Excellence – Provides 1 million in tuitionassistance to disadvantaged families in Balto. city.Catholic Community Foundation – Total Endowmentshave reached 85 million, providing 3.1 million infunds to parishes/schools across Archdiocese.Annual gala provides additional 300k in funding forschool tuition assistance.Total Cost Budget 2,743,232Less SupportFees from Annual Appeal(604,689)Fees from CCF(697,265)Fees from Embracing Cap Camp.(49,352)Other fees & gift income(575,636)Cathedraticum Used 816,2905.7% of Total CathedraticumOperating funds generated by these campaignefforts (not including the Embracing Our Mission)provide approx 13 million in funds used by parishes,schools and organization each year.A return on investment of 16 for every 1 ofcathedraticum supporting the departmentEmbracing Our Mission capital campaign 100 milliongoal is achieved. Funding school capital projects, tuitionassistance, school endowments, clergy retirementprograms, support of cathedrals and evangelization.17
Department of Development Personnel Listing Department of Development––––––––––Pat Madden, Executive DirectorCessy Torsella, AdminTerri Brashears, Operations DirectorKim Montgomery, Regional DirectorGeorge Reed, Regional DirectorMatt Anthony, Assistant DirectorJennifer Hammand, Grants AdministratorSchattakka Dennis, CCF AssociateLisa Wright, Regional DirectorOpen, Researcher––––––––––James Vitrano, Communication SpecialistKaren Brackin, Gift ProcessingNicol Hudson, Systems AdministratorOpen, Data AnalystRobert Baron, CCF AccountantOpen, PIE CoordinatorMaria Branco, Restricted Appeal CoordinatorOpen, Major GiftsMark Talcott, Major GiftsOpen, ManagerPage 18
Department of Human ResourcesFY20 Divisional Budgets and Use of Cathedraticum HR Central Services HR Field H&B/Risk Insurance 524,683 479,555 66 millionProvides comprehensive Human Resource services toparishes, schools, and organizations within theArchdiocese. Including: Recruitment; Screening andReferrals; Policy development; Labor law compliance;crisis intervention and conflict resolution.Administrates Lay and Clergy Retirement plansLeading the Ultipro standardized payroll and humanresource system that all parishes and schools will adopt.Total Cost BudgetTotal Net BudgetCathedraticum Used6.3% of Total Cathedraticum 900,163 900,163Cost of Health & Benefit ProgramsAdministration budget 2,578,054Premiums, Claims and Other50,367,456Total Annual cost 52,359,214Less support:Monthly billing to participatingparish, schools and org.’s(52,359,214)Cathedraticum UsedZeroCost of Risk InsuranceAdministration budgetPremiums, Claims and OtherTotal Annual costLess support:Monthly billing to participatingparish, schools and org.’sCathedraticum Used 1,630,0179,491,215 11,121,232 (11,121,232)Zero19
Human Resources Personnel Listing HR Central Services––– Joe Smith, Executive DirectorSteve Anderson, ManagerOpen, Admin–– Molly Fern, Training ManagerRrgina McCurdy, Employee Relations ManagerConnie Vagrin, Employee Relations ManagerEileen. Bowman, RecruiterColleen. Kuhn, Admin Minh. Nguyen, ManagerJessica Riley, AnalystHealth & Benefits Insurance–––––––HR Field–––––HR Management System (HRMS)Chris Cossaboon, DirectorKaren Funk, Sr. Benefits SpecialistMary Jo Barranco, Benefits SpecialistShawndedra Thomason, Operations SpecialistChristine Copper, HRMS SpecialistTricia Wetzel, HHRMS SpecialistMichael Martino, AdminRisk Insurance (Mgmt Services)––––Tom Alban, DirectorCathy O’Brien, Risk SpecialistDiana Appel, AdminJim Dimmer, Risk SpecialistPage 20
Department of Catholic SchoolsFY20 Divisional Budget and Use of CathedraticumLeads the Catholic School System of the Archdiocese ofBaltimore. Curriculum and professional development Tuition and scholarship programs* Budget and Fiscal support Government Funded Programs Child Nutrition Lunch Program School Board development Mid-Atlantic Catholic School Consortium Teacher and Principal recruitment Child Nutrition Lunch Program (separatebudget)Total Cost BudgetTotal cost of administration 2,566,392Less SupportFees from schools per enrollment (341,333)Reimbursement of group purchase (132,853)Program Fees(353,878)Endowment from CCF(154,060)Investment Income( 6,875)Grants and Other(55,000)Cathedraticum Used 1,522,39310.6% of Total Cathedraticum Sources of Tuition Assistance and School Aid Projectedfor FY20 3,625,000Partners in ExcellenceArchdiocesan School FundAnnual Appeal/EOM/CCF 1,600,000865,0001,160,00021
Department of Catholic Schools Personnel Listing Department of Catholic ��––– Child Nutrition Team (Separate Budget)J. Sellinger, Chancellor of Catholic Schools Isabelle Gerber, CoordinatorD. Hargens, Superintendent April Bain, AdministratorB. Giudici, Admin Cafeteria workers at supported schoolsK. Murphy, Assoc. SuperintendentL. Glenn, AdminC. Brown, Assoc. Superintendent, School Leadership & Community SchoolsD. Robinson, Regional TechJ. McClure, AdminOpen, Operation TEACH CoordinatorOpen, Assoc. SuperintendentJ. Oleszczuk, Director, School Information TechnologyM. Destino, Assoc. Superintendent School ServicesS. Cramer, Powerschool CoordinatorE. Watts, DirectorL. Mooney, DirectorD. Nathaniel, Regional TechJ. Lindstrom, SpecialistPage 22
Department of EvangelizationFY20 Divisional Budgets and Use of Cathedraticum Executive Director Prison Ministries Office of Worship Respect Life/Project Rachel Hispanic Ministry Marriage and Life Disability Ministries Catechetical & Pastoral Form. Youth and Young Adult 286,339 163,523 243,221 202,639 174,925 215,120 175,086 533,020 939,850 Msgr. O’Dwyer Retreat House – Own budget – Zero taxTotal cost budget 2,933,722Less SupportService contracts w/prisons( 84,412)Religious Ed fees(130,000)Grants from AAA/CCF(594,322)Hispanic Ministry(15,000)Camp Glow program fees(50,000)Marriage Prep program fees(45,875)Project Rachel/Respect life(5,390)Youth Program fees(182,220)Newman Centers @ Univ collections (25,000)Investments/Other(34,073)Cathedraticum Used 1,767,43112.3% of Total CathedraticumAdult Oriented Evangelization- Prisons - Deaf- DisabledYouth Oriented Evangelization- Newman Ctr (Towson, JHU, Frostbrg, UMBC, McDanlel, Morgan, UMBC,- Formation Curriculum - Marriage & Family- High-Li- Boy and Girl Scouts- CYO- Special liturgy (Chrism/Rite of Election)- Camp GLOW- Justice Action Week- March for Life- Hispanic Formation- Mid-AtlanticCongressStevenson)-Archdiocesan Pilgrimage; NCYC; World Youth Day- Training & support of youth ministers23
Department of Evangelization Personnel Listing Office of the Executive Director–– –– J. Males, DirectorK Schisler, AdminB. Fleming, DirectorC. Duck (PT) X. DeBroeck, DirectorR. Deludos, Admin.C Cabaniss, CoordinatorK. Torrey, CoordinatorOpen, Program AssistantYouth & Young Adult & CampusMinistry–––––J. Coughlin, DirectorOpen, CoordinatorA. Erardi, AdminSpecial Needs MinistryCatechetical & Pastoral Formation–––––Respect Life Office––– S. Presberry, DirectorSr. Claflin, ChaplainFr. Cardoso, ChaplainStipend AssistanceWorship & Sacramental Formation–– Prison Ministry–––– J. Romanowsky, Executive DirectorM. Green, AdminC. Gould, DirectorM. Haigly, AdminS. Jarzembowski, CoordinatorFr. M. Buening, Campus MinistryStipend AssistanceHispanic Ministry––L. Salinas, DirectorL. Pappas, AdminMarriage and Family Life–E. Herrera, DirectorPage 24
Shared Services – FY20 Budget(Items paid by Central Service that Support all Dept and/or AOB Locations)Shared Services Area:Legal RepresentationUSCCB and MCC Annual DuesSupport of CathedralsEnergy CooperativeOtherTotal Shared Service Costs 750,000831,602176,54648,000204,945 2,011,093Less Support:Estimated unfilled labor in core budgetGrant Income – Annual AppealUnrestricted/Unknown gifts * (643,000)(200,000)(144,800)Cathedraticum Used4% of Total Cathedraticum UsedLegal Costs – Typical Areas of UsePersonnel5%Real 20% 1,023,282* Cathedraticum will be used if unrestricted gifts are not achieved inperiodLitigation10%Parish&SchoolBusiness15%25
External Budget – FY 2020(Items paid by Central Service that support areas outside of core departments)The Cost of Anticipated External AssistanceSchool Related Assistance:Bus ServicesTuition Assistance – Need BasedPIE Tuition Assist. – Need Based (city)Subsidy AssistanceHispanic Apostolate (ACC)O’Dwyer Retreat HouseEmergency Grants (Parish/Schools)Unpaid Cathedraticum/FeesNet Cost of LT Debt (Interest/Swaps)Clergy on Assignment other than parish 00,000569,700499,363Sources of External FundsSchool Related Items:School Assessments from Parishes 700,000Rental/Sale of old school real estate265,000Annual Appeal for Catholic Ministry515,000Catholic Community Foundation727,870Income from Unrestricted Investments1,100,000Grants/Gifts from Foundations to Archbishop490,663PIE Pledges/OTG/Use of Surplus1,411,822Grants from Known Sources 5,210,355Unrestricted Gifts/Bequest (not Identified)93,400Total Sources to Pay for External Budget*Total External Assistance 5,303,755 5,303,755* Cathedraticum and/or stable patrimony will be used if unrestrictedgifts are not achieved.26
– Shuantae McCray, Admin Vocations Office – Rev. Steven Roth, Director – Suzanne Blair, Admin – Sam Smyth, Admin Hospital Chaplaincy – Rev. William Spacek – Rev. Jon Kightlinger – Rev. Samuels Uzoukwu – Rev. Patrick Besel Page 11
a. Projected PCSB gross budget for FY20, including all projected revenue (i.e. local, federal, private); The projected PCSB gross budget for FY20 is 10,159,481 and the revenue sources are detailed below: Account Cat Account Group Sum of FY19 Budget Sum of Adj. for FY20 Sum of FY20 Budget
Total Budget 1,391.5 1,449.2 Preliminary 2018-19 budget approved by the BOT in June 2017 *For 2018-19, includes 1.50% general merit, 0.5% provost market pool; for 2019-20, includes 2.50% general merit, 0.5% provost market pool to collective bargaining groups due to claims experience FY19 and FY20 Budget Overview 1
for the FY20 MassDOT Operating Budget . Budget . FY20 Budget Variance % Variance . Comments . REVENUE: Operating Revenue . 26.6 . 27.4 . 0.8 . 3% . Commonwealth Transfers (Operating) . Cost Allocation Plan, flexible hirings . Office and Administrative Expenses . 43.9 . 38.2 (5.6)
Budget (Annual Budget) Revenues Expenses Multi-year (Actual; Budget; Budget) Project (program) Budget A project budget is the estimated financial plan for a project, for which funding is required. The total program budget is not just the grant r
departments) or HSC Budget Office (all other departments and colleges). Utilize the open lab sessions for one-on-one assistance from SOM, HSC Budget Office and HR reps. Send an email to Yvette Hall yhall@salud.unm.edu when the Level 5 Dept budget is complete and ready to be
Apr 23, 2019 · The budget narrative, sometimes called the budget justification, is a companion to the budget (table, spreadsheet, or forms). While the budget table gives the total cost for each category of the budget, the budget narrative giv
FY17 FY18 FY19 FY20 FY21 Positive Outcomes: Clients that receive services from this agency have positive outcomes FY17 FY18 FY19 FY20 FY21 71% 100% #DIV/0! 22 14 6 0 Not Collected 0%15% #DIV/0! 0% 0% 15% 5% 0% 0% 14% 0% 0% 95% 71% 100% 0% 0% 20% 40% 60% 80% 100% FY17 FY18 FY19 FY20 FY21 Cl
Report for the financial year ended: 30 June 2020 . FY17 FY18 196.6 FY19 252.5 FY20 325.2 157.0 FY15 12.4 FY16 13.8 FY17 FY18 22.7 FY19 25.5 FY20 60.9 19.8 FY15 20.2 FY16 26.2 FY17 FY18 35.6 FY19 48.4 FY20 55.8 29.0 1 Includes property leases cost 2 Includes impact of AASB 16 . Our Value Pr
