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SHJ Boulder RestructureMay 2008

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  • 1.Sacred Heart of Jesus Town Hall Meeting Strategic Restructure Jun 2, 2009 SHJ Parish Strategic Plan: Church + School

2. Agenda

  • Opening Prayer
  • History
  • Situation Overview
  • Financial Analysis
  • Impact
  • Action Plan
  • Q&A

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 3. Opening Prayer and Why We are Here Father Bill Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 4. History

  • SHJ founded in 1875
  • Rich history of serving Boulder County
  • Past six years many challenges
  • Past three years considered moving
  • Past 18 months recommitted to stay in downtown Boulder
  • TAG and SWAT teams formed 6 months ago to create a sustainability plan

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 5. Our Parish Today Jun 2, 2009 SHJ Parish Strategic Plan: Church + School + We are one. 6. The Situation

  • SHJ financially active congregation has shrunk
  • Our organization is set up to handle twice the congregation
  • We have been running a deficit for the last two years
  • If we dont act now our savings will be depleted in 15 months

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 7. How We Make Money Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 8. SHJ is Losing Money

  • 2006-2007 deficit= $247,619
  • 2007-2008 deficit= $559,595
  • The dramatic increase in 2008 losses is due primarily to a flawed budgeting process.
  • Income from the school tuition and church offertory was over-estimated.
  • Expenses were based upon budgeted revenues
  • Expenses now being aligned to actual revenue.

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 9. How did we get here?

  • Mistakenly Optimistic
  • Aging Infrastructure/Deferred maintenance
  • Parish Center was over-staffed for revenue

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 10. Some Facts

  • The Archdiocese expects the parish to invest approximately $200,000/year in our children by offsetting a portion of the schools operating costs
  • Annual offertory giving is down
  • Several benefactors are willing to make substantial donations for capital projects
  • Recent increase in work being done by volunteers

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 11. Good News is.

  • The parish is spiritually vibrant
    • 1000 registered families hundreds unregistered
    • 200+ volunteers help run the church and school
    • Increasing numbers of First Communicants, Confirmandi, RCIA participants
  • The parish is solvent
    • $500K savings
    • Identified ways to generate revenue and save money

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 12. Action Plan

  • Actions already taken
    • New finance council formed
    • Budgeting process reformed
    • Recruiting new controller for parish
    • School tuition for 2008 / 2009 school year raised by 7%
    • Reduction in parish staff and salaries at 6/30/08
    • Rebuilt financial model to better manage future budgets
    • Moving Parish to Pastoral Model (volunteerism)
    • Implementation of ideas from the SWAT teams

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 13. Action Plan (contd)

  • Actions we still need to undertake
    • Volunteer Program (paid coordinator, recruitment)
    • Forming school advisory team
    • Reconstitute the parish council
    • 2008-2009 budget goal- breakeven?
    • Work with other local parishes for ministry support
    • Live within our means

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 14. Impact to the Church

  • Ministries will change
    • Religious education, Hispanic, Youth and Liturgy will be led by volunteers
    • RCIA, Sacramental preparation, school, religious education will continue
    • Volunteer support will be critical
  • Less paid help
    • Transition to volunteer staff may take time and some less important things may not be attended to in a timely manner
  • Communication may slow down for a while
    • Need to transition to more modern / economical forms of outreach and build a volunteer staff to assist

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 15. Impact to the School

  • Mission, education caliber and care for our children will remain unchanged
  • Finance Council working with Principal (Jan) during budgetary process
  • School Advisory Team (SAT) will develop long-term plan for financial sustainability (fundraising, drive enrollment, curriculum review, etc.)

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 16. The Future

  • We Will Become Self-sustaining
    • Vibrant parish solid donations exceptional school great people
  • We Must Rely on Volunteers
    • Personnel expense is our largest cost driver
  • We Must Rebuild Our Savings
    • A healthy savings account has given us a buffer to avert crisis we need to rebuild it.

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 17. Questions 18. Appendix Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 19. Trusted Advisors Group TAG Team organized to address operating deficits

  • Fr. Bill Pastor Responsibility lies with me!
  • Michelle Anderson Director of Administration
    • SHJ parishioner for 15 years, mother of two former SHJ students, Previously Director of Religious Education at SHJ, 20 years business experience
  • Jan Altevogt School Principal
  • Joel Daly
    • New Chair of Finance Committee, father of 4 SHJ students, entrepreneur founder and COO of several high tech companies, managed 800 employees and $100M revenue
  • Randy Middleton
    • Recently baptized at SHJ, VP and GM for $75M 2500 employee business unit with ABSS,experience with organizational restructuring and change management
  • Bob Di Scipio
    • Father of four children all have attended or are attending SHJ school.24 years business experience in various roles. CEO of Biotech / Pharmaceutical Software company. Experienced lawyer in corporate and tax law.
  • Neil Schiffhauer
    • Parish Council chairperson, retired IBM executive, returned to the Catholic Church in 2001 here at SHJ with the support of Fr. Bill and the RCIA team.
  • Paul Berberian
    • SHJ parishioner for 6 years, entrepreneur founded five companies CEO of three, took one went public in 2000, managed $75M revenue and over 400 employees
  • James Cavanagh
    • Director of Evangelization & Catechesis Archdiocese of Denver
  • Terry Gallagher
    • Parishioner of SHJ for 74 years, SHJ school alumnus, employed in the oil industry for over 50 years and in management for the past 40 years

Jun 2, 2009 SHJ Parish Strategic Plan: Church + School 20. Organizational Chart Jun 2, 2009 SHJ Parish Strategic Plan: Church + School Finance Council ParishCouncil Parochial Vicar 21. SHJ is Losing Money Jun 2, 2009 SHJ Parish Strategic Plan: Church + School

  • The dramatic increase in 2008 losses is due primarily to a flawed budgeting process.
  • Income from the school and church was overestimated.
  • Expenses were not reduced in expectation of lower income.

* Year End June 30