St. Peter’s Episcopal Church

1. St. Peter’s Episcopal Church Vestry Adult Forum Midyear Update 8 June 2014

2. The Big PictureBill Montgomery • Achievements • Vestry retreat in January gave us clear direction (“Spaces, Stakes, Story”) • Building program complete! Thanks to Tony Poole, Tommy Avent • Joseph: 84 youth on stage, 3-4 backstage • Easter, Shrine Mont • Ann on sabbatical, Howard as interim assistant • Current efforts • Learning to use “Space” – play, chapel, forum, coffee hour, etc. • Leadership and staffing requirements going forward (“Stakes”) • Communications, church management software, and website (“Story”) • Stewardship campaign getting underway now for 2015 budget • Challenges/Way ahead • Bishop Gulickvisit 29 Jun – confirmation, blessing of spaces • South. Africa mission trip July-August • Reaching out to the community • Maintain fiscal strength “Called together, transformed…” • “Sent out to serve”

3. “Stakes”Diane Hazzard • Achievements • Assessment of structure of Building and Grounds Committee • Resource Planning Task Force established • Current efforts • RPTF Reviewed history, discussed current capabilities • Brainstormed desired programs or growth • Assessed gaps and shortfalls • Benchmarking with other comparable churches in the area • Inviting input from parishioners • Consider priorities and distribution of effort • Challenges/Way ahead • Evaluate alternatives: clergy, staff, lay volunteers, outsource • Budgetary impact of a “full” staffing plan • RPTF members: Jay Harris, Co-Chair, Lisa Lettau, Clive Lowe, • Bill Montgomery, Rich Snyder

4. Communications – “Story”Doug Bream, Luke Knittig • Achievements • Major research into competing software systems • Narrowed the field to 3, conducted all-day evaluation with parishioners • Evaluated final two for architecture, security, features, interface • Recommended Church Community Builder plus WordPress for website • Current efforts • Contract discussions with CCB • Gen-to-Gen to fund first 3 years of support • Challenges/Way ahead • Implementation in fall • Training and familiarization for staff, clergy, volunteers • Defining our message and where we want to be in the community • Members: Laura Crouch, NikolDestatte, Rob Gibson, Lyle Kimbrell, Bruce Jolly, Lynne O'Connor, Katie Shrader, Jenny Sokol, Larry Suiters

5. Building and Grounds – “Spaces”Kevin Ginnerty, Trey DeGross • Achievements • Outsourced mowing and leaf removal to Rick Peel • Significant rectory repairs and drainage improvements • Completed window replacements • Entrance signs repaired and remounted • Current efforts • Anticipate renting parishhall space – developing policies for who can use • Quantify a menu of costs: setup/takedown, sexton, additional cleaning • Reorganizing: Subcommittees for Building, Grounds, Space, Rectory • Develop and share “easy user guide” for new building systems • Challenges/Way ahead • Parking lot being replaced • Need to control utility costs, running well above historic levels • Develop a standard form for reservation of spaces. • Ensure adequate storage space utilization, prevent “erosion” • Ongoing maintenance of building & grounds • Members: Allen Barringer, Bettie Joy, John Duran, Jeff Knight, • Bob Kuhn, Chris Neumann, Karen Sorenson, Matt Sutko

6. MissionDiane Hazzard • Achievements • Reorganized Mission Commission • Love Quilt Project incorporated as a separate entity • On-going feeding missions – SOME, Meals on Wheels • Rebuilding Together • Lily’s Love Quilt published • Home & Garden Tour • Current efforts • Final fundraisers for South Africa mission trip today • Sending $37,000 to St. Francis Outreach Trust tomorrow for property/construction of orphan home(s) • Challenges/Way ahead • South Africa mission trip and Love Quilt delivery in July-August • Youth mission trips for Gleaning in fall, to Appalachia next summer • Dominican Republic Mission Trip – 2015 • Process for developing new mission efforts • Members: Karen Sorenson, Chair; Bill Carr, Karen Mason, Bob Weierbach

7. FellowshipPaddy Link, Kristin Woody • Achievements • First event in new Parish Hall 1 March to celebrate building completion • Established year-long coffee hour rotation • Returned to normal events: Pancake supper, Seder • Current efforts • Parish picnic following church 29 Jun • Continued orientation on kitchen equipment for parishioners • Summer Fellowship Outings planned, e.g. Natsgame • Challenges/Way ahead • Developing ways to increase involvement in Commission activities • Designing new programs/activities of interest to parishioners • Need volunteers and new ideas for programs! • Members: Vikkey Anderson, Katie Emmons, Carol King, Taffy Griffith, • Peggy Horner, Nancy Marin, Meta Phillips, KathiO’Neill, others

8. Christian FormationDorcasLushetsky • Achievements • Successful 2013-2014 Sunday School program, concludes today • Fully staffed with rooms assigned for next year • 20 trained to teach Godly Play, including 2 high school students • GP age group currently in a “trough” with 6-8 kids most Sundays • Youth program: Godzilla and Bananas going strong with good participation • Adult Forum returned to two offerings per week • Women’s Retreat • Current efforts • Considering forming a Youth Committee • 14 young people to be confirmed June 29 • Developing a moms' Bible Study to start in fall • Challenges/Way ahead • Increased support for youth programs • Considering Lay Theological Institute • Members: Rev. Ann Martens, NikolDestatte, Teresa Mastrangelo, • Sara Mulhall, Scott Radloff

9. FinanceBill Montgomery • Achievements • 2012 audit: 2 “significant” findings (pledges receivable, GAAP compliance) • 2014 budgeted $748K pledge income; actually received pledges of $778K • Building project stayed within budget (under $4.7M estimate) • Allowed us to complete parking lot • Current efforts • Ahead of schedule in ordinary income (pledge + non-pledge) so far this year • May allow us to fund Maintenance Reserve by $20K • Some additional building requirements, software, security, etc. • 2013 audit beginning • Challenges/Way ahead • Loan servicing will total $82K in 2015 operating budget (¼ included in 2014) • Additional staff might cost $90K/year • Need to address structural deficits in budget • Growth over next two years to support additional staff • Members: Eric Schweikert, Chair; Don Campbell, Treasurer-Building Fund; Ann Ferraguto, Treasurer; Roger von Elm, Lisa Lettau, Jack Schick, • Karen Sorenson, Bob Weierbach

10. Finance (cont’d)Bill Montgomery • Notes • $3M was the original estimate before design phase began • $4.7M was the estimate after design and value engineering • Able to restore almost all VE items in execution • Building fund loan

11. StewardshipPatti Collins, Angela Styles • Achievements • Committee has been formed • Good brief/handoff from Jonathan, who will provide continuity • Decision to start the Stewardship Campaign earlier • Current efforts • Evaluating budget target for next year – estimating about $900K-$1M • Preparing materials to educate new parishioners about pledging • Developing materials for the fall • Investigating ways to pay on-line • Challenges/Way ahead • Getting campaign prepared and underway before September • Need for increase in budget • Members: Blair Fernau, Catharine Gibson, Diane Hazzard, • Lisa Lettau, Kristen Oliver, Jonathan Sullivan

12. SummaryBill Montgomery • Achievements • Many and varied • Vestry is making progress on our three priorities • Finances sound for now • Current efforts • Planning for the summer and where we need to be in September • Completing some unfunded needs • Challenges/Way ahead • Managing the new facilities and programs • Encourage lay participation and leadership • Strong Stewardship campaign focused on growth • Optimistic about moving forward, focused on our mission statement

13. Questions Let us know your concerns