Unity Church of Omaha

1
Unity Church of Omaha

• Annual Meeting
• May 7, 2006

2
Agenda

• Call to Order/Opening Prayer
• Welcome/Introductory Remarks
• Approval of 2005 Membership Meeting Minutes
• Treasurer's Report
• Ministers Report
• Presidents Report
• Board Financial Proposal
• Election of New Board Members
• 2007 Nominating Ministry Team
• AUC Update
• Election Results
• Motion to Adjourn/Closing Prayer

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Minutes from Previous Membership Meetings

• Reuline Nightingale

4
Treasurers Report

• Patty Jones

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(No Transcript)
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(No Transcript)
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Bottom Line for the Year
Compare to Last Year
8
Year over Year Comparison Income
9
Year over Year Comparison Expenses
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UNITY CHURCH OF OMAHA PRELIMINARY NOT YET
AUDITED STATEMENT OF ASSETS, LIABILITIES AND
EQUITY December 31, 2005 ASSETS
CURRENT ASSETS Cash in Bank
9,376 Inventory Bookstore
11,432 TOTAL CURRENT ASSETS
20,080 FIXED ASSETS Furniture Fixtures
145,423 Land Imp 90th St.
285,430 Bldg Imp 90th St.
887,538 Land Imp 72nd
St. 1,021,363 Less Accum.
Depr. - 162,722 TOTAL
FIXED ASSETS
2,177,032 OTHER ASSETS Investment
1,589
Escrow Dodge St. Sale 25,000
TOTAL OTHER ASSETS
26,589 TOTAL
ASSETS
2,223,701

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UNITY CHURCH OF OMAHA PRELIMINARY NOT YET
AUDITED STATEMENT OF ASSETS, LIABILITIES AND
EQUITY December 31, 2005 LIABILITIES EQUITY
CURRENT LIABILITIES Accounts Payable
5,343 Wedding Deposits
535 Sales
Payroll Tax Payable 3,421
N/P Gr. Western
6,854 N/P US Bank (Mtg)
52,180 TOTAL CURRENT LIABILITIES
68,333 LONG TERM
LIABILITIES N/P Gr. Western
102,396 N/P US Bank (Mtg)
153,475 TOTAL LONG TERM
LIABILITIES
255,871 TOTAL LIABILITIES

324,204 EQUITY Equity Balance
1,925,223 Current Income
(Loss) ( 25,726) TOTAL
EQUITY

1,899,497 TOTAL LIABILITIES EQUITY

2,223,701
12
Ministers Report

• Rev. Dan Holloway

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Accomplishments

• 51 New Members
• Revamped Bylaws
• Appreciative Inquiry Training
• Susan Beck Visioning and Values Survey
• New Love in Action team Meals and help to
  congregants in need
• Selling our property
• Survey and focus group for new facility
• Positive results with Chaplaincy program
• Higher involvement with Youth
• Donations of new computer equipment, keyboard
  drums for Music Department
• Hiring new CEO for Association of Unity Church,
  input to hiring of new Unity CEO

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Goals Short Term (3 months)

• Continue Mission/Vision/Values definition
• Appreciative Inquiry process to include all who
  want to be heard
• Assess staffing needs and fill as required and
  financially able
• Hire a Volunteer Coordinator
• Update, change, grow Wednesday night services
• Find more ways to say Thank You to more people

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Goals Medium Term (3-12 mos)

• Complete sale of land
• Find and fund right and perfect church home
• Training process for all volunteers
• Tape and CD Subscriptions
• Church accounting/management computer program
• Facility cleaning and repair
• Establish more small group opportunities
• CD Welcome to Unity of Omaha
• Establish Leadership Training programs
• Develop workshop series
• Outreach Outside speaking engagements
• Marketing Develop strategies, utilize AUC media
  department

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Goals Long Term (gt12 mos)

• Move into new building or renovate current
  building
• Continue staff and volunteer development
• Higher levels of training and commitment for
  members
• Computerized bookstore inventory control
• Greater inreach coordination
• Church activities most days/nights with
  responsible leadership

17
Presidents Report

• Mary Ann Ruganis

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Highlights

• Focus Groups to gain input on proposed Bylaws
  leading to approval of same
• Membership Team created greater accuracy in
  church membership roster
• Revitalization of Property Team
• Evaluations and recommendations to accept Crown
  Point purchase agreements, monitoring progress on
  same
• Analysis of current home limitations, future home
  requirements through survey and focus group
  sessions
• Desire to grow the church led to approval of
  new staff position to address shortcomings in
  church staffing, particularly in the area of
  volunteer coordination
• Board Policies and Procedures
• New Open Board Meetings
• New Annual Membership Renewal
• New Annual Election of Board Officers
• Revised Minister Evaluation (staff input)
• Numerous Board Retreats Team Building,
  Leadership Training, Mission/Vision/Values Work
• Addition of Mary Pat Roy and Beverly Brewer as
  Board Members to fill vacancies created by
  resignations of Mary Davis and Wick Wickstrom

19
Interesting Analysis from Board Data
Total Sunday tithes fluctuating, no noticeable
trend either up or down
Attendance at Sunday services showing slight
decline
More people in the seats does not necessarily
mean more money in our treasury
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Board Financial Proposal

• Mary Ann Ruganis

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Background

• August, 2005 Membership approved sale of
  residential portion of Crown Point Property to
  AWC for approximately 350,000.
• Proceeds to be used to
• Pay off compliance loan where Crown Point
  property had been used as collateral
• Invest in UCO church infrastructure including
  volunteer ministries and programs
• Create contingency fund for emergencies
• Estimated closing December, 2005
• November 2005 Membership approved sale of
  commercial portion of Crown Point Property to
  Cormac for approximately 1,030,000.
• Proceeds restricted by membership to be used only
  for
• Purchase of new building
• Renovation of existing building
• Estimated closing January, 2006

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Current Situation

• Closing on both properties delayed due to
  problems with land subdivision and platting
• Necessitated addendums to initial contracts to
  reflect date changes
• Cormac addendum currently in force, AWCs
  expired.
• Cormac is extremely anxious to close, have been
  helping us to get the land platted and subdivided
• AWC expressed concern with platting, we are
  currently in negotiation on terms for a new
  contract.
• Even if AWC contract is resurrected, closing will
  occur after Cormac.

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Board Proposal Authorize use of a portion of
Cormac funds

• Pay off compliance loan
• Required when sell any of the land because the
  Crown Point property was used as collateral
• Pay off amount will be between 105,000 and
  110,000.
• Invest in the church infrastructure
• Only as and if needed, allow the Board to use a
  small portion as general operating funds
• Restrict this amount to avoid over expenditures
• Recommend not more than 40,000
• Board had budgeted to lose 57,000 in 2006
• At current run rate, the maximum loss would be
  40,000 (may be much less)
• Create a contingency fund for emergencies
• Good management practice
• Recommend 25,000 in a savings account

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Board Pledge

• If all Board recommendations approved, the net
  funds from the eventual sale of the residential
  portion of Crown Point will be set aside and
  earmarked only for use for a new building or
  renovation of our current building

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Questions?

• Motions?

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Election of New Board Members

• Ken Brewer

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Election of New Board Members

• Reading of the Bylaws
• Presentation of Candidates
• Call for Additional Nominees
• Submission of Ballots

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2007 Nominating Ministry Team

• Ken Brewer

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2007 Nominating Ministry Team

• Reading of the Bylaws
• Presentation of Candidates
• Call for Additional Nominees
• Submission of Ballots

30
Association of Unity Churches Update

• Rev. Dan Holloway

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Association of Unity Churches International

• Vision Statement
  
  
  
  
  
  We are the fastest growing
  transformational spiritual movement in the world.
  Congregants lives are being transformed in a
  powerful and profound way. As a result, Unity
  churches and centers are growing faster than any
  other movement or denomination anywhere and we
  plant more churches than any organization in
  existence. The ministers, licensed Unity
  teachers and ministries in Unity are whole and
  healthy. Our ministries are models of prosperity
  and abundance. Enlightened leaders are attracted
  to and developed on all levels of our Association
  local, regional, national and international.
  Through the work of our Association of Unity
  Churches International we are a major player in
  bringing forth a new heaven and a new earth by
  helping people fulfill their spiritual potential
  and our shared vision of bringing forth a world
  that works for everyone.

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Top 3 Priorities for Strategic Direction Overview

• Established at the Ideas to Expression session
  January 26, 2006
• Sub-teams working on topics identified
• Ministers
• Licensed Teachers
• Youth
• Ministerial Candidates
• Laity

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Top 3 Priorities for Strategic Direction
Priority 1

• Grow Unity and create a world wide presence
• Identity clarification
• Church growth and development
• Expansion
• Promotion, marketing and technology
• Wordsmith

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Top 3 Priorities for Strategic Direction
Priority 2

• Enhance leadership development to build capacity
  throughout our movement
• Leadership model(s)
• Leadership training
• Credentialed leadership development
• Increased youth participation in Unity
• Laity participation

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Top 3 Priorities for Strategic Direction
Priority 3

• Positively impact the human condition (Spiritual
  Social Action)
• Collaborate with mission compatible organizations
• Be a voice in the world
• Acknowledge ongoing spiritual social action
• Education and training
• Diversity training
• Crisis response
• Worldwide Peace

36
Election Results

• Ken Brewer

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Adjournment Closing Prayer