Finance in Mission

Helen Simmons/Deaneries Conference / Oct 2012

Diocese of London – Data strategy to support deanery planning...

A different approach

London Diocese:• 5 Areas: Edmonton, Willesden, Stepney, Kensington 2Cities• 24 Deaneries• 440 Parishes

Planning for Finance and Mission takes place at all 4 levels but in very different ways………

London Diocesan Fund (LDF) – strategy to support planning at all levels with uncontentious data reporting

What key things happens where?

Area level• Clergy allocation,

managing vacancies• Stewardship Conferences

and other training events

Deanery level• Common Fund Strategy

(Sometimes)• Training events

Diocese level• Allocation to an Area of

clergy numbers, including annual budgeted cuts/additions

What’s new since 2010?

• Taken the Annual Return data for finance and mission for the last 10 years

• Created an Excel model that automatically produces pdf files of 18 different graphs for every:• Parish, Deanery, Area and the whole Diocese

(c500 pdf files)

• (Use our own estimates for gap years)

What did we do with them?

Talked a lot about them when out and about

Shared them on screen at wide variety of meetings

Push me – Pull You strategy for distribution

Did it work?Majority of Areas have

requested theirs

More than half deaneries have requested theirs

About 25% of parishes have requested theirs

Diocese of London 10-Year Finance Summary

1 2 3 4 5 6 7 8 9 100

20

40

60

80

100

120

Total Expenditure

Total Income

£'m

illio

n

1. Total Income; Total Expenditure1. Total Income; Total Expenditure

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

20

40

60

80

100

120

Restricted Additional

Restricted Voluntary

Unrestricted Additional

Unrestricted Voluntary

£'m

illio

n

1. Total Income; Total Expenditure2. Restricted & Unrestricted Income

Diocese of London 10-Year Finance Summary

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

20

40

60

80

100

120

£'m

illio

n

3. Income Analysis

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

20

40

60

80

100

120

Major repairs & buildings

Utility bills

Charitable Giving

Other Ex-penditure

Common Fund

£'m

illio

n

4. Expenditure Analysis

Diocese of London 10-Year Finance Summary

1 2 3 4 5 6 7 8 9 100

2

4

6

8

10

12

14

16

18

20

Trading Costs:

Trading Income

£'m

illio

n

5. Trading Analysis

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

5

10

15

20

25

30

35

Tax reclaimed

Tax efficient giving

£'m

illio

n

6. Tax Efficient Planned Giv-ing

Diocese of London 10-Year Finance Summary

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110.0

0.5

1.0

1.5

2.0

2.5

3.0

3.5

4.0

4.5

Collections

£'m

illio

n

7. Collections

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

5

10

15

20

25

30

35

40

Appeals

One Off Grants

Buildings & Major Repairs

£'m

illio

n

1. Total Income; Total Expenditure8. Capital Expendit-ure & Fund Raising

Diocese of London 10-Year Finance Summary

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

-20

0

20

40

60

80

100

120

Surplus or Deficit

Total Expenditure

Total Income

£'m

illio

n

9. Surplus / Deficit

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

2

4

6

8

10

12

14

16

18

20

Salaries:

£'m

illio

n

10. Salaries & Honoraria

Diocese of London 10-Year Finance Summary

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

10

20

30

40

50

60

70

80

90

0%

5%

10%

15%

20%

25%

30%

Common Fund paid

Unrestricted Income

Common Fund as % of Income

£'m

illio

n

11. Common Fund (Annual Re-turn) & Unrestricted Income

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110.0

0.5

1.0

1.5

2.0

2.5

3.0

Legacies£'

mill

ion

1. Total Income; Total Expendit-ure

12. Legacies

Diocese of London 10-Year Mission Summary

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

Joined in Year

From Prior Year

5 year rolling average

Num

ber

1. Electoral Roll

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

10,000

20,000

30,000

40,000

50,000

60,000

0%

5%

10%

15%

20%

25%

Children - 15 and under

Adults - 16 and over

Percentage children (%)

Num

ber

2. Usual Sunday Attendance

Diocese of London 10-Year Mission Summary

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

0%

5%

10%

15%

20%

25%

30%

Child Weekday

Adult Weekday

Child Sunday

Adult Sunday

Percentage Weekday

Num

ber

3. Average Weekly Attendance

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

50,000

£0

£20

£40

£60

£80

£100

£120

Usual Sunday Attend - Adults

Planned & Other Givers

Individual Giving / Usual Sunday Adults

Num

ber

4. Giving per Usual Sunday Adults

Diocese of London 10-Year Mission Summary

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

1,000

2,000

3,000

4,000

5,000

6,000

7,000

Baptisms Weddings

Funerals

Num

ber

5. Pastoral Services

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

20,000

40,000

60,000

80,000

100,000

120,000

140,000

Christmas

Easter

Usual Sunday Attendance

Num

ber

6. Festival Attendances

Softly Softly

• At LDF we see all levels of the data – we collect it and the charts help inform our strategies eg Our support strategy

• At Area Planning events we make available ‘Your Deaneries, Your Area and the Diocesan level’

• At Deanery level we give ‘Your Deanery (not others), Your Area and the Diocesan level’

• At Parish level we give ‘Your parish (not others), Your deanery and Your Area and Diocesan levels’

• If all parishes in a deanery agree to share their parish level results we can then give Deaneries all the parish charts for every parish in their deanery

Compare a Parish to the Deanery trend

Parish Deanery

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

50

100

150

200

250

300

Tax reclaimed

Tax efficient giving

£'00

0

6. Tax Efficient Planned Giving

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

200

400

600

800

1,000

1,200

1,400

£'00

0

6. Tax Efficient Planned Giv-ing

Compare your Deanery to the Diocese trend

Deanery Diocese

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

200

400

600

800

1,000

1,200

1,400

£'00

0

6. Tax Efficient Planned Giving

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

5

10

15

20

25

30

35

Tax reclaimed

Tax efficient giving

£'m

illio

n

6. Tax Efficient Planned Giving

Parish Deanery

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

50

100

150

200

250

300

350

400

450

0%

5%

10%

15%

20%

25%

30%

35%

40%

£'00

0

11. Common Fund & Unrestricted Income

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

0%

2%

4%

6%

8%

10%

12%

14%

Common Fund paid

Unrestricted Income

Common Fund as % of Income

£'00

0

11. Common Fund & Unrestricted In-come

Deanery Diocese

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

0%

2%

4%

6%

8%

10%

12%

14%

Common Fund paid

Unrestricted Income

Common Fund as % of Income

£'00

0

11. Common Fund & Unrestricted In-come

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

10

20

30

40

50

60

70

80

90

0%

5%

10%

15%

20%

25%

30%

£'m

illio

n

11. Common Fund & Unrestricted In-come

Deanery

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

50

100

150

200

250

0%

2%

4%

6%

8%

10%

12%

14%

16%

Num

ber

2. Usual Sunday Attend-ance

Parish

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

500

1,000

1,500

2,000

2,500

0%

2%

4%

6%

8%

10%

12%

14%

Children - 15 and under

Adults - 16 and over

Percentage children (%)

Num

ber

2. Usual Sunday Attendance

Deanery Diocese

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

500

1,000

1,500

2,000

2,500

0%

2%

4%

6%

8%

10%

12%

14%

Children - 15 and under

Adults - 16 and over

Percentage children (%)

Num

ber

2. Usual Sunday Attendance

2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

10,000

20,000

30,000

40,000

50,000

60,000

0%

5%

10%

15%

20%

25%

Num

ber

2. Usual Sunday Attendance

Where Next?

Once our Deaneries begin to systematically agree to share their parish charts collectively we can provide the tools to help………

Eg Intra Deanery comparisons – but for 1 year only……

Compare Individual parishes next to each other09

/01

- St.

Mar

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ampt

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09/0

2 - A

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09/0

4 - S

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09/0

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09/0

6 - A

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09/0

7 - H

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4 - S

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0

100

200

300

400

500

600

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%Mission 2 - Usual Sunday Attendance

Children <16 Adults

Pct Children (%)

Num

ber o

f peo

ple

09/0

1 - S

t. M

ary,

Ham

pton

09/0

2 - A

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09/0

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09/0

5 - S

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09/0

6 - A

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09/0

9 - S

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0 - S

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09/1

4 - S

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t. Ri

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£0

£200

£400

£600

£800

£1,000

£1,200

0%

10%

20%

30%

40%

50%

60%

70%

80%Finance 11 - Common Fund & Unres-

tricted Income

Common Fund paid

Parish Standard Cost

Unrestricted Income

Common Fund % of income

£'00

0

What else are we doing?

Parish Dashboards:• 5 of the Key 10 year Charts from the 18 available• Deprivation summary data• Trusts available• School connections (if any)• Balance Sheet data (we collect by annual return)• Key People

To come – Census data, November 2012

How are the Parish Dashboards used?

Initially by archdeacons and bishops for visitations – background info

Now – by parishes – eg churches about to come together, wanting to compare their situations

Deaneries? Perhaps we will develop a Deanery Dashboard next……..

Final Thoughts/Questions

• Role of Diocese in supporting Deanery PlanningDo we as a diocesan office have a duty to re-distribute Annual Return data throughout the diocese itself in this way? We’ve seen it as a ‘Nice to do’ but now we think it must be embedded – should it be a core function.

• Sensitive DataShould we share everyone else’s data/charts via the website and let deaneries/parishes help themselves? Are we being oversensitive? Where are the sensitivities over data?

• What MoreWhat more could Diocesan offices be doing to support Deanery planning?