General Information: 1. Name of Organization: Warwick Memorial United Methodist Church 2. Address of Organization: 38 Hoopes Road, Newport News, VA 23602 3. Main Contact: Rev. William G. Davidson 4. Phone number: 757-877-2258 5. How long have you been at your current address? Since 1921 6. How many worship services are held? Three 8:30 am - traditional, 9:00 am - contemporary, and 11:15 am - traditional. 7. When are offerings collected? At all three regular services. 8. Do you have a counting or teller s committee? Y 9. If yes, when do they meet and how is the security handled? Counters meet immediately after the services to count the offering, prepare proper records and drop in night deposit box at the bank. At least two persons are present for the counting and record preparation. Names of Clergy: Pastors or Ministers Title Years in Office William G. Davidson, Senior Pastor, 3 years at Warwick Memorial, 38 years in the ministry of the Virginia Annual Conference of the United Methodist Church Jessica D. Squires, Associate Pastor, 3 years at Warwick Memorial 1 02/09
11. Has there been any change in your Denominational status? N 12. If yes, list change: N/A 13. Has there been any change in your National Affiliation? N 14. If yes, list change: N/A 15. Does your organization contribute financially directly to a denominational or national body annually? Yes, to the York River District and the Virginia Annual Conference of the United Methodist Church. 16. If yes, how much? For 2011, the amounts were as follows: York River District: $4,900.00 Virginia Annual Conference: $100,685.40 17. Committee/person in charge of financial related decisions? Finance Committee handles routine matters and makes recommendations to the Church Council for major decisions. 18. What committees/persons are in charge of other decisions? Church Council makes most decisions. Election of church officers and some annual budget decisions are made by the charge conference which is chaired by the Superintendent of the York River District of the Virginia Annual Conference of the United Methodist Church. 19. Bank deposit affiliation: Old Point National Bank 20. Who is your CPA or bookkeeping firm? Christine Bradley, CPA, handles the church staff payroll. The church treasurer handles the rest of the bookkeeping duties. 2 02/09
21. When was the last date your membership rolls were purged? November 10, 2011, at the Annual Charge Conference. 22. Have you made any improvements to your facility other than what this loan was for? N 23. If so, what were they, when and at what cost? N/A 24. Insurance Coverage Amount: Building & Personal Property = $5,124,240 Umbrella = $1,000,000 25. Who holds title? Title is held by the Board of Trustees, according to paragraph 2527, The Book of Discipline of the United Methodist Church. Please provide the following information for the previous year: 1. Operating Budget: Approved expenses for 2011 = $673,006.16. Actual expenses = $644,014.29 Anticipated income was $670,500. Actual income was $624,275.91. Surplus cash reduced to $17,232.21 2. Actual Operating Income in 2011: $624,275.91 3. Total Membership: 1,108 as of October 31, 2011 and reported at the Annual Charge Conference on November 10, 2011. We have added new members since them and the current total is 1,183. 4. Giving Units *: 254 for annual budget campaign in fall of 2011 for income in 2012 *Family Units or single adults 5. Average Worship Attendance: For 2011, the average attendance was: 8:30 am = 102; 9:00am = 77; 11:15 am = 122 for a total of approximately 300 each Sunday. 3 02/09
6. Average Sunday School Attendance: 155 7. Breakdown of current membership: Under 18: 235 18-30: 204 30-60 : 385 Over 60: 369 Total 1,183 8. Occupation of the average member? US Military, Governmental employees, ship yard workers, and retirees. 9. Average family income of membership? Unknown, but 2000 census data gave median household income for Newport News as $49,554. 10. On average, how many miles does the average congregant travel to attend services? Unknown most membership resides in Zip Codes 23602 and 23608. Estimate most live within 5 miles. Attachments: 1. Has there been a change in your Trustees within the past year? Yes. The membership of the Board of Trustees was approved at the Charge Conference on Nov 10, 2011, which was presided over by the Superintendent of the York River District of the Virginia Annual Conference of the United Methodist Church. The trustees are as follows: Class of 2012: David Wayne Holt, Lynnah Rhea Mancil, and Sandra Long Marcuson Class of 2013: Josephine Davis Mitchell, Joe Young, and Harry Acuna - Vice Chairperson Class of 2014: Barry Eldon Barley, Virginia Taylor, and Kevin Wayne Moorehead - Chairperson 4 02/09
If yes, attach the new resolution. Process is currently underway to get the trustees certified by the Newport News Circuit Court. 2. Please attach the most recent interim financial statements (combined operating and restricted). Please see document titled 2011 Balance Sheet and document titled 31 December 2011 Budget 3. Please attach a copy of your latest budget. Please see document titled 31 March 2012 Budget 5 02/09