Annual Stewardship Report St. Rose of Lima Catholic Parish

July 1, 2016 - June 30, 2017

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September 24, 2017 My Dear Parishioners, Presented here is the Annual Stewardship Report for fiscal year 2016-2017. I am very pleased to inform you that St. Rose of Lima Parish remains financially strong, and is current with all of our financial obligations. There is much good news to report! Thanks to God and the power of prayer, our church membership continues to grow. There are now 1,670 registered parish families. In fact, 25 RCIA participants are preparing to receive the Sacraments of Christian Initiation. Some of them will be baptized, confirmed and will enjoy the Lord in the Eucharist for the first time, others are preparing to be received into full communion with the Catholic Church, and some Roman Catholics are preparing to complete their initiation. What a blessing! With 633 children and youth enrolled, our Religious Education program is strong and growing. Many of our parishioners have made Adoration of the Most Holy Sacrament each Thursday a remarkable success. Jesus is greatly blessing our parish for our love, humility and devotion to His real presence in such a simple but powerful way. Our Accommodating Hearts Ministry remains a beacon of light and commitment to spreading the Gospel in our parish and local community. During this past year, your donations included $1,485,749 in Offertory, compared to $1,424,191 in FY 2015-16; $150,130 in our Green Envelope Debt Reduction Fund, compared to $156,389 in FY 2015-16; and $182,672 in our Blue Envelope Capital Campaign, compared to $105,059 in FY 2015-16. Thank you for your willingness to “grow one step” which was clearly indicated in the increased donations to the Offertory. As you can see in the graph on the back page, during the last five years your total giving has been at historically high levels. The Debt Reduction and Capital Campaign are critical for our parish. We paid $203,362 towards our debt, bringing it down to $715,274 as of June 30, 2017. We continue to set aside $10,000 per month to build up our reserves. I am delighted to report that solid progress has been made on the actual pre-construction work for the Narthex/Gathering Space which will finally complete our Church. Throughout this past year, the Gathering Space team that I asked to assist me with this project has been meeting to finalize construction details and for financing and engineering aspects. In addition, we have contracted with the Kerns Group, our original architect. Work is being done with them

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to complete the concept drawings and final plans. After a careful search process, a construction company has already been chosen. The construction final proposal has been submitted to the Archdiocese of Washington’s College of Consultors for approval. As soon as the approval is granted, the construction process will begin. Overall St. Rose enjoyed its best year ever in Offertory income received. As a result, we were able to grow ministries and make needed improvements to the parish campus. A very exciting area of growth for us is that St. Rose has embarked on a new chapter in Catechesis called Family Formation. This was in response to the Church’s call for parents to be the primary educators of the children in Faith. By evangelizing parents and providing them support and encouragement in their mission as educators, parents receive the “know how” to share the Good News and beauty of the Catholic faith with their children. There are currently over 200 families now participating in this exciting Kindergarten through Grade 6 program! Some of the special projects and improvements we were able to do included finishing the painting projects that began in the prior fiscal year, replacing our entire phone system (which failed after more than 20 years of service), and regrading our asphalt walkway which leads to the Historic Chapel to eliminate mud pooling. Additionally, we made major repairs and upgrades to the HVAC system in the main Church. We also performed roof repairs and long-term maintenance on that building. Our total operating expenses were $1,864,411, which was $95,192 more than the Finance Council budgeted to be spent during the fiscal year. Our operating income was $1,917,302, so we ended up with an operating gain of $52,891. Our healthy financial position and the growth of our membership are the result of your generous support and participation in parish life. Thank you for the loving contributions of your prayers, time, talent, and treasure to St. Rose of Lima. God bless you for your generosity, faith and support. I want to also thank our Finance Council for their loving support in helping our parish in fulfilling its sacred mission. Gratefully in Christ, Fr. Agustín Mateo Ayala Pastor

“Who is a Christian steward?

One who receives God’s gifts gratefully,

cherishes and tends them in a

responsible and accountable manner,

shares them in justice and love with others,

and returns them with increase to the Lord.”

(Stewardship: A Disciple’s Response, USCCB: 1993)

With each contribution

show a cheerful countenance,

and pay your tithes in a spirit of joy.

Give to the Most High

as He has given to you,

generously, according to your means.

(Sirach 35:8-9)

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July 1, 2016 - June 30, 2017

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(Prior Year) (Next Year)

FY 2016-17 FY 2015-16 FY 2017-18

Actual Budget Difference Actual Budget

INCOME

COLLECTIONS

Offertory 1,485,749 1,436,263 49,486 1,424,191 1,531,077

Christmas 31,526 36,368 (4,842) 37,684 35,468

Holy Days 16,338 12,514 3,824 15,427 15,883

Easter 23,466 21,989 1,477 22,468 22,497

Debt Reduction 150,130 155,150 (5,020) 156,389 153,259

Total Collections 1,707,208 1,662,284 44,924 1,656,158 1,758,184

FUNDRAISING

Christmas Tree (net) 34,136 36,512 (2,376) 39,937 37,214

Fiesta (net) 23,043 23,520 (477) 24,463 23,520

Other (net) 9,139 9,640 (501) 9,787 9,640

Total Fundraising 66,318 69,672 (3,354) 74,187 70,374

OTHER REVENUES

Cemetery Sales 53,278 26,720 26,558 20,770 34,853

Contributions & Donations 10,211 10,137 74 14,639 11,072

Flower Offerings 2,331 2,400 (69) 2,076 2,400

Forward in Faith 55 0 55 90 0

Investment Income 18,514 19,336 (822) 23,133 21,640

Poor Box Offerings 10,240 9,048 1,192 6,890 8,839

Rental Income (net) 31,544 31,768 (224) 31,343 13,601

Sacramental Offerings (net) 11,155 13,100 (1,945) 17,759 31,768

Other 6,446 1,767 4,679 1,352 2,433

Total Other Revenues 143,775 114,276 29,499 118,053 126,606

TOTAL INCOME 1,917,302 1,846,232 71,070 1,848,398 1,955,164

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(Prior Year) (Next Year)

FY 2015-16 FY 2017-18 FY 2016-17

Actual Budget Difference Actual Budget

EXPENSES Admin - Payroll & Benefits 819,779 808,211 11,568 750,108 870,942

Admin - Parish Life 85,275 83,896 1,379 76,268 92,672

Building & Improvements 0 20,000 (20,000) 0 20,000

Furnishings & Equipment 31,584 17,000 14,584 50,374 17,000

Loan Debt Service 203,362 203,362 0 297,750 203,362

Offertory Assessment 178,560 172,351 6,209 171,147 183,729

Parish Life & Worship 63,456 63,068 388 54,918 71,139

Physical Plant 246,406 185,972 60,434 232,751 226,019

Rectory & Parish Clergy 62,131 52,310 9,821 51,045 62,862

Religious Education (net) 14,167 5,498 8,669 (9,863) 38,968

Social Concerns 153,123 150,572 2,551 139,841 159,554

Other 6,568 6,979 (411) 5,837 6,838

TOTAL EXPENSES 1,864,411 1,769,219 95,192 1,820,176 1,953,085

INCOME-EXPENSES 52,891 77,013 (24,122) 28,222 2,079

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July 1, 2016 - June 30, 2017

The information herein illustrates the generosity of our parishioners. Last fiscal year a total of $367,645 was contributed to a wide variety of social ministries on behalf of the poor and vulnerable, in both the St. Rose Community and beyond our parish boundaries. In addition to these easily measured sacrificial gifts of treasure, parishioners also contributed tremendous gifts of time and talent impossible to calculate. Through these three elements of Christian Stewardship, we glorify God and are bread for one another.

Through the ARCHDIOCESAN COLLECTIONS listed below, we join Catholics throughout the United States in supporting ministries at home and abroad.

Cath. Communications & Human Dev...... 933 Catholic Relief Services ......................... 6,211 Catholic University ................................... 727 Church in the Developing World ........... 1,202 Church Missions in the U.S. ................... 2,383 Holy Father ............................................ 1,814 Holy Land ............................................... 4,243 Operation Rice Bowl ................................. 517 Archdiocesan Priests’ Retirement ......... 2,125 Propagation of the Faith ....................... 1,396 Retirement for Religious ....................... 4,146 Other Archdiocesan Collections ............ 8,647

2017 ARCHDIOCESAN COLLECTIONS . 34,344 2016 ARCHDIOCESAN COLLECTIONS ... 19,710

Funds pledged to the CARDINAL’S APPEAL support a wide variety of archdiocesan works, including: soup kitchens, shelters, outreach and counseling to families in crisis, support for women in crisis pregnancies, emergency financial assistance, and support for inner-city Catholic schools.

2017 CARDINAL’S APPEAL ............... 152,366 2016 CARDINAL’S APPEAL .................. 156,716

We also provide support for CATHOLIC EDUCATION. This goes to the Archdiocesan Education Fund (an assessment of 3% of our Offertory) and to our local school, Mary of Nazareth (an assessment of 5% of our prior year’s Offertory).

Archdiocesan School Fund ................... 44,640 Mary of Nazareth Scholarship Fund .... 66,724

2017 CATHOLIC EDUCATION ........... 111,364 2016 CATHOLIC EDUCATION .............. 103,624

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The following ST. ROSE MINISTRIES, which serve both parishioners and non-parishioners, are funded through our parish tithe and parishioner contributions:

Stephen’s Ministry .................................... 260 Martha’s Ministry .................................. 1,549 Outreach Ministry - Food Collections ....... 733

2017 MINISTRY SUPPORT ................... 2,542 2016 MINISTRY SUPPORT ...................... 2,123 Through direct contributions, parishioner generosity extends well beyond parish boundaries in support of Fr. Ryan’s TOGO MISSION in Africa.

2017 TOGO MISSION ......................... 23,458 2016 TOGO MISSION ........................... 20,765

Our SOCIAL ACTION FUND is intended to direct money to groups within the Archdiocese in which the poor are empowered to change the conditions causing poverty and injustice. Funding comes from direct contributions by parishioners. This year, the funds were split between Day Spring Church and the City of Gaithersburg. The Day Spring Church provided Metro fare cards and food cards to refugees to help them become self-sufficient. The City of Gaithersburg disbursement supported residents of the Wells/Robertson House, Inc., helping people overcome homelessness and addiction.

2017 SOCIAL ACTION FUND ................. 2,250 2016 SOCIAL ACTION FUND ................... 2,035

The POOR BOX receives a tithe from parish operations funds, as well as direct contributions from parishioners. While much of our Poor Box giving is channeled on a monthly basis through the Upper Montgomery County Assistance Network (UMAN), Gaithersburg HELP and Germantown HELP, it also supports advocacy organizations such as Action in Montgomery. We often work closely with the City of Gaithersburg’s Community Services Program Manager in contributing to collections supported by many organizations to assist especially needy persons in the local community. Emergency assistance, usually for parish members, is also given from our Poor Box. This help is for such items as food and utility bills, especially for the unemployed; emergency travel expenses, gas, rental assistance, etc.

UMAN ............................................. 12,100 Gaithersburg HELP ............................ 6,000 Germantown HELP ............................ 5,000 Action in Montgomery ...................... 6,050 Emergency Assistance ...................... 7,621 St. Vincent de Paul Society ............... 2,550 Upcounty Community Resources ..... 2,000

2017 POOR BOX ........................... 41,321 2016 POOR BOX .............................. 36,110 2017 GRAND TOTAL .................... 367,645 2016 GRAND TOTAL ...................... 341,084

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2011-12 2012-13 2013-14 2014-15 2015-16 2016-17

OFFERTORY 1,269,468 1,236,877 1,208,866 1,332,105 1,424,191 1,485,749

DEBT REDUCTION 199,624 184,827 167,279 181,061 156,389 150,130

CAPITAL CAMPAIGN 392,599 355,430 261,521 183,032 105,059 182,672

TOTAL 1,861,691 1,777,134 1,637,665 1,696,198 1,685,639 1,818,550

This graph shows the importance of your Debt Reduction and Capital Campaign contributions.

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Thank You

for your ongoing

generosity!

Finance Council

Fr. Agustín Mateo

Fr. Justin Huber

Mae Avenilla

John Clark

Andy Joseph

Paul Riekhof

Dezi Siliezar