IMMACULATE CONCEPTION OF THE BLESSED VIRGIN New Richmond, Wisconsin 2016 2017 Annual Parish Report As we look at the past year, it is affirming to see what we have done together We have updated communications with a new phone system and added color copier/printer capabilities in both the church and school The school s carpeting was replaced through the Mardi Gras Special Auction 2017 Payments and pay offs through special gifts on various loans and projects were made possible Liturgy was enhanced with the purchase of a new sound system and a grand piano The Buildings and Grounds Committee, along with our new Buildings and Grounds supervisor, Alex Lamers, is working to keep our facilities in great shape! We also are working on how we minister to our parishes Parish Success Group, headed by Rich Curran, is Coaching both parishes in how to best use what we have to reach, not only those who are very active, but also to reach out to those who only come to church periodically, or not at all Our goal is to meet the needs of as many people as possible The structure of Catholic Formation has also changed to reach one of the goals by the addition of a full-time Youth Minister & a Catholic Formation WITC Distinguished Alumni 2017 Coordinator for our Preschool through Grade 10 programs, which helps us to Fr John Anderson better serve our youth This coming year I invite you to join in how we maintain our parishes and school on the inside and through outreach We will be reflecting on how we can welcome, invite, grow in faith, and become even more vibrant in our parishes How can you be involved? This is a good question which I hope all will reflect upon We also need to reflect on how we financially support our parishes and school When each person brings their strengths so much can be accomplished I believe working together the Holy Spirit is going to lead us in directions that will be awesome! Challenge: How will you be a part of it? Fr John Anderson, Pastor Fixing the Leaks COPIERS Youth Minister PROJECTS CARPET COMPUTER SCHEDULING Pastoral/Sacramental Activity SoundSystem TELEPHONE SYSTEM GRAND PIANO 2014-2015 2015-2016 Number of registered families 1134 1134 1104 Number of Baptisms of infants 30 41 26 Number of First Communions - youth 22 30 24 Number of First Reconciliations - youth 22 30 24 Number of Confirmations - youth 33 37 25 Number of adults receiving sacraments 3 2 3 Number of marriages 2 4 7 Number of deaths 21 20 22
ENDOWMENTS You Are Remembered! These people will be remembered into perpetuity Some of the endowments are in the form of memorials, some are living legacies IMMACULATE CONCEPTION ENDOWMENTS Tom & Patty Doar Jim & Arliss Cody Marie & Norbert Nilsson Rita Riley Annuitant Connie Stacken Annuitant Dorothy Strand Lawrence R & Mary L Weisenbeck Family John Doar Christine Schmit Jim & Arliss Cody Charlotte Lynch Estate Ann Ulrich - Germain Rosella Freiermuth Estate Marjorie Lentsch Estate William Driscoll Annuitant Gertrude Mullen Annuitant Mabel Johnson Estate Catherine Barrett Anna Stephens Mary McDermott Anna Mondor Betty Sindelar Orville & Francis Anderson Estate Anonymous Donors Jesse & Theresa Skramstad Gardner Estate Frank Casey Estate Grace Walsh Mr/Mrs Robert Krueger Lawrence R & Mary L Weisenbeck Berna Layman James Jarchow Family Thomas L Allier Family Delia Simon Fr James Brinkman John & Robert Heywood ST MARY SCHOOL ENDOWMENTS Marie & Norbert Nilsson Immaculate Conception Women s Club Margaret Murray Mary Elinore Jenkins Duane Lais Elmer & Elena Dittman Marietta Hagen Lillian Lowe Fred & Ruth Ball Family Kent & Kevin Mickelson Jim & Arliss Cody New Endowments Marie & Norbert Nilsson Ruth McCabe Mabel Johnson Estate Richard Stefonek Annuitant Catherine Barrett Hugh Gillen Kathryn Pederson Patricia Sullivan Watkins William & Mary Ann Derrick Family NR Knights of Columbus Lorraine Morgan John & Sharon Sias Robert Emmett Schmit Bernice LaVenture Helen McNally Anthony Hecht Miles McNally Donald J (Jim) Martin St Anthony of Padua Parish - Lac du Flambeau Margaret Keating Deacon Doc Hugh Mayer Family Paul Swenby Immaculate Conception Parish Grantsburg Mr/Mrs John Murray Edmund & Eleanor Brown Anonymous Donors Lowe Family Grace Walsh St Dominic Parish - Frederic Edward Donahue Mr/Mrs Joe Casey Timothy & Mary Sullivan Fr Leonard Fraher Anne M Meath Wayne Sias Anne Marie Bernd CATHOLIC FORMATION ENDOWMENTS Lee Feneis Annuitant NR Knights of Columbus Jerry Backes Family ENDOWMENT ACTIVITY Immaculate Conception Catholic Formation St Mary School Principal Balance $666,491 $102,450 $134,515 Donations 16/17 105,308 0 7,100 Earnings Disbursed 16,831 5,633 5,027 6/30/17 Balance 729,794 112,382 159,923 NOTE: Only earnings may be spent from Endowment Funds Tom & Patty Doar Estate In September 2016 Immaculate Conception received $438,386 from the Wm T and Patricia Doar Charitable Trust The only stipulation to this gift was that $100,000 be set up as the Tom and Patty Doar Restricted Fund, of which only the earnings may be used With the remaining funds, Immaculate Conception applied $100,000 to the Consolidated Debt, and purchased a new sound system, an updated telephone system for the entire plant, and is initially funding the coaching project to help our church and its programs grow to their full potential The balance has been set aside for future projects The Doars, as lovers of the arts, would have been delighted to see the grand piano which now graces the sanctuary We are very grateful that Tom & Patty remembered their home parish in their estate planning!
ST MARY SCHOOL Grow in Knowledge ~ Follow in Faith ~ Serve in Harmony Laura Jo Jarchow ACADEMIC EXCELLENCE Principal ST MARY SCHOOL STUDENTS SCORE HIGHER! St Mary Middle School Students 2017 Spring MAPS scores in Math and Reading are above both the Diocese of Superior and National Mean scores This is a prime example of the academic excellence that is offered in an education from St Mary School St Mary School graduates perform at a high level in high school According to WISEdash Portal (The Wisconsin Information System for Education), the Class of 2016 state average ACT combined score was 18 Those graduates of the New Richmond Class of 2016 who attended St Mary School average combined ACT score was 28 and each of these students had at least one AP class but most averaged between 4-6 AP classes Stuart Pearson (St Mary Class of 2013) was named cosalutatorian for the New Richmond High School Class of 2017 Stuart was a prominent member of the hockey, tennis, and cross-country teams along with being a participant of the Academic Decathlon team Stuart is looking forward to college where he will focus on either engineering or teaching THANK YOU! In working to provide the best education possible St Mary School has reviewed curriculum and purchased new K-8 science, religion, and math textbooks and Catholic Youth Bibles for grades 4-8 These upgrades in materials were made possible by very generous donors at the 2016 Mardi Gras fundraiser and by anonymous donations FAITH, FAMILY, FUN SERVICE Salvation Army Bell Ringing Feed My Starving Children Canned Food Drive Visiting the Deerfield Backpack packing program St Patrick Day Dinner@ St Patrick s CF Wednesday Night Dinners Penny Drive Pillow cases for Grace Place St Croix County Canine Unit Shoe Drive Gregory s Gift of Hope FEED MY STARVING CHILDREN PROJECT
CATHOLIC FORMATION DEPARTMENT Inform with Faith ~ Form with Hope ~ Transform with Love Catholic Formation Team Kim Palmer Kristin Dittman Kendra Mitchell Becky Nerby DRE/Adult Ministry Children s Ministry Coordinator Youth Ministry Coordinator CF Assistant Kim Palmer DRE/Adult Ministry What we did in : 8 wonderful adults consecrated themselves to Mary after our 33 Days to Morning Glory retreat 7 people joined the Consoling the Heart of Jesus retreat 3 individuals became full members of the Catholic church at the Easter Vigil Pizza Night 10 adults participate on a regular basis for bible study 60 adults participated in regular on-going formation sessions 7 adults participated and were certified through the Forming TODAY FOR TOMORROW CATHOLIC FORMATION Effective Disciples (FED) program Restricted $26,826 35 adults were BASE (Basic Adult Safe Environment) trained Unrestricted 382 50 Confirmation Candidates served 200 people on Mass/Pizza night Kristin Dittman Children s Ministry Coordinator (grades PreK-5) What we did in : 252 students (K-10th gr) participated in Catholic Formation Ministry Served dinners in Corrigan Hall on Wednesday evenings for all interested Over 60 Catechists and helpers provided formation for youth and adults Viva St Nicholas, and FAT Tuesday events were a fun way to experience community Increasing numbers for Children s Liturgy of the Word Covenant Relationship Building which includes Masses, Reconciliation Services, Stations of the Cross, Altar Server training, large group activities, Christmas Program, Faith Friends, Mentor Night Growing Vacation Bible School summer program 64 students participated and 30 volunteered Volunteer service and donations by students and families: Playing Bingo with Deerfield residents Five Loaves Food Shelf Grace Place Cross Catholic Box of Joy Tie Blanket Project Beginning Fall 2017: Grade 2 Sacramental Preparation books
Youth Ministry Youth Ministry, what is it? A Christ centered, relational ministry with three identified goals: 1 To empower youth to live as Disciples of Christ in our world today, 2 To encourage youth to share their God given gifts and talents with the parish and larger community, 3 To foster the total personal and spiritual growth of each young person In order to do these three things, we must be aware and respond to the needs of our youth, to meet them where they are at and create a variety of ways to reach each and every unique individual I believe we need to start with the foundation Start by really getting to know each other and building relationships across all generations all ages This is a relational ministry The young and old alike can learn from each other and grow in our faith as we discover God in our relationships as we discover God in each other And it is through our examples of living out our Catholic faith and including the youth in this lifestyle that our youth will be equipped to make their faith their own, and live it! Our youth are our future but they are also our present! Thank you for a warm welcome and generous support during my first year What joy it brings to think how God is present in our community & working in the lives of our youth! - Kendra Mitchell, Youth Minister Server Saints Game Outing God s Word, Your Life HS Faith Discussion Workcamp, Middletown, Ohio Extreme Faith Camp CHRISM MASS 2016 Fat Tuesday, Pancake Eating Contest Looking Ahead to 2017-18 Edge Catholic Youth Ministry program begins fall 2017 as faith formation for grades 6, 7, & 8 - engaging large & small groups; a solid Catholic community to have real conversations & experience Christ! You Theology of the Body for HS with current Social Justice curriculum begins fall 2017 for grade 9 faith formation 22 youth and 5 adults will attend the National Catholic Youth Conference (NCYC) in Indianapolis, Nov15-19, 2017 Increase promotion of new DOS sponsored events Extreme Faith Camp and HS Leadership Weekends New youth ministry events to come throughout the year! Continued prayers for our youth & ministry!
Overall Financials Did you notice the new programs starting during this past year? I hope so, because those new programs will take root and help our parish to grow into the future Throughout this document you will see evidence of what happened in and plans for 2017-2018 ALL GOOD! On the next page will see the Financials for this past year and the Approved Budget for 2017-2018 Our breakdowns were as follows: Church $( 959) Rectory 467 Catholic Formation (11,800) Cemetery 0 St Mary School 0 Why the deficits, you ask? The Church had one less collection than normal due to Christmas being on Sunday The deficit was covered from surplus of prior years The church would have had a surplus with the extra collection Catholic Formation changed its staff structure and some of its programs, going from being three part time people, and one full time director, to three full time and one part time Please look at the Catholic Formation and Youth Ministry pages for more information The deficit was covered by part of the church surplus from 2015-2016 The Cemetery drew funds from Perpetual Care per budgeted plan St Mary School ended up drawing from Today for Tomorrow from generous gifts to balance to zero this year Good News for 2017-2018! The retention rate is at an all time high of 985% with new enrollment increased at all grade levels! See the Church Website for detail about the financials Jo Germain-Business Manager ST MARY STUDENT COUNCIL As of 6/30/17 CEMETERY INVESTMENTS Perpetual Care $183,953 Cemetery Savings 3,359 TODAY FOR TOMORROW CHURCH Restricted (includes Tom & Patty Doar project $) $183,193 Unrestricted 8,506 ***************************************** CONSOLIDATED LOAN INFORMATION Consists of balance of the Remodel and Renovation Project of 2002 and balance of Education Center Roof Replacement of 2014 6/30/16 $198,282 Payments 7/1/16 6/30/17 (125,462) 6/30/17 $ 72,820 Interest paid on loan 3,788 Building Account Balances 739 St Mary School Investments Restricted Investments Principal Balance 6/30/17 Balance Emma Joyce (Tuition Scholarships) $ 5,000 $ 6,523 Kate Pederson (8th Grade Scholarship 11,108 12,249 Paul Swenby (Scholarships/School need) 64,000 82,136 Grace Walsh (8th Grade Scholarships) 10,000 11,271 Helen McNally Trust no principal balance 65,707 (Library Materials, Audiovisuals, Computers & Technology) Today For Tomorrow 147,018 Scrip Checking 34,672 Scrip Inventory 44,485 Scrip Program All Profits Used for Benefit of the School 2014-2015 2015-2016 Profit $23,869 $23,892 $24,948 Net Draw for Year 20,660 18,000 38,500 Delaney Brown Grace Walsh Scholarship Jennifer Graham Kate Pederson Scholarship Unrestricted Investments 6/30/17 Miles McNally $85,025 Endowment Earnings 24,352 Today for Tomorrow 10,950 MAY BE SPENT AS NEEDED Faith in Our Future: Our Legacy, Our Mission Diocesan Capital Campaign Results thru 6/30/17 Four Year Campaign Total Pledges in 2013 $201,152 Total Payments 200,646 Total Reimbursements To Parish 33,253 To School 33,253 Goals for Reimbursements Parish - Remodeling Church Basement School - School Sign Marketing Repair other Half Gym Door Please feel free to call the church office for more detail 8th Grade Graduating Class of 2017
Operating Incomes FINANCIALS Actual Budget Approved Budget 2017-2018 Collections $ 506,239 $ 516,922 $ 542,555 Tuition 293,632 373,156 322,293 Unrestricted Gifts 36,920 47,130 55,135 Restricted Gifts/Grants/Savings 297,673 34,187 97,080 Fundraising 258,822 243,025 240,635 Other (included Youth Ministry trips) 91,238 22,659 26,046 TOTAL INCOMES $ 1,484,524 $ 1,237,079 $ 1,283,744 Operating Expenses Fiscal Report July 1, 2016-June 30, 2017 Wages/Benefits $ 955,264 $ 943,214 $ 1,000,379 Pastoral/Liturgy (includes Youth Ministry) 75,328 16,624 24,325 Educational (most budgeted from gifts) 112,794 52,408 41,062 Technology (most budgeted from gifts) 16,709 3,359 5,100 Insurances (not included in Benefits) 18,197 22,561 20,981 Utilities 67,820 71,638 67,469 Janitorial 58,581 68,086 65,661 Fundraising 16,736 15,350 17,040 CSA Assessment Pd by IC 14,021 4,638 4,408 Other (includes big projects) 161,260 39,201 37,319 TOTAL EXPENSES $ 1,496710 $ 1,237,079 $ 1,283,744 ADJUSTED NET BALANCE $ (12,186) $ 0 $ 0 Financial Statements prepared on a comprehensive method of accounting other than GAAP Please feel free to call the churchoffice with any questions or for more detail Shared expenses paid by St Patrick s to Immaculate Conception - 25% of rectory expenses 25% pastor s wages/benefits 2016/2017, 13% of all other shared expenses In addition to what Immaculate Conception subsidizes St Mary School, St Patrick s will subsidize St Mary School at a rate of $1,125/student for its parishioner students Figures above reflect the net amounts after St Patridk s has paid its percentage BALANCE SHEET As of 6/30/16 As of 6/30/17 Current Assets-Unrestricted Funds 47,937 37,361 Current Assets-Restricted Funds 142,011 111,041 Today for Tomorrow-Restricted Funds 246,963 357,037 Building Fund Restricted Fund 765 739 Endowments-Restricted Funds 834,617 1,002,099 Investments-Restricted Funds 630,811 635,333 TOTAL ASSETS 1,903,105 2,143,610 Current Liabilities 46,772 51,730 Long Term Liabilities 198,282 72,820 Total Liabilities 245,054 124,550 Net Assets at Period Beginning 1,539,294 1,658,051 Prior Period Adjustments (1,123) 0 Increase in Net Assets 119,879 361,009 Net Assets at Period End 1,658,051 2,019,060 TOTAL LIABILITIES PLUS NET ASSETS 1,903,105 2,143,610 PASTOR: Fr John Anderson FINANCE MINISTRY MEMBERS: Trustees: Dave Nelson David Crosby, Chair Joe Beuning David Crosby Don Brown Al Lingen Business Manager: Jo Germain Terri Montpetit Rick Prokash
TIME Talent TREASURE Looking to the Future BIG PROJECTS 2017-2018 Youth Ministry $27,500 Parish Coaching $20,000 Basement Leak & Landscaping $18,000 Re-Seal Parking Lot $6,000 St Mary Fire Alarm Upgrade $1,500 Catholic Formation Smart TV $1,300 Billboards on New Highway Advertising Our Parishes and School and Their Programs Wondering about that Basement Project that many donated to through the Diocesan Campaign? We haven t forgotten or used the money for something else When the leaks and landscaping prove to have been fixed, the basement project will begin Projects & Programs Having a beautiful facility and being able to function in it helps us to make faith more vibrant to those that come to us So when you are considering your tithe this year, please remember how we are trying to take care of you and the ones you love through these Projects and Programs in 20172018 Help us help you! So What Does it Mean to Tithe? This question has been asked a lot over the ages In Hebrew Scriptures this meant the giving of 10% of the first fruits of your labor, the first and best wheat, the first and finest sheep Whatever your profession, the first part was given back to God, because God gave it to us with generosity and love What does it mean today? Generally, we understand that the government takes a part of our wages and shares them with those in need Maybe even 5% So if we do the math, then another 5% should be given from our wages to other charities BUT, if we give out of sheer math, we miss the whole point Where is the faith? Where is the intentionality? Where is the trust that God will always give us exactly what we need? If you are scared, that is OKAY God understands fear and wants to help Start by trying to give 1/2% this year of your gross wages Be intentional You can not out give God! If you are already giving more than a 1/2%, challenge yourself to do more, 2%, or 5%, or maybe even more! At first most people find letting go hard, but the amazing thing is, that after a few months you will notice that you have enough, and even more than you need God is generous, if only we let God prove it Have you tried E-Giving? You can give By Mobile Ap Text Paper Application Signing Up on the Church Website AND By Kiosk If you are interested in E-Giving go to ic-churchcom to find out more So What Does it Mean for Immaculate Conception to Tithe? When our Councils first started exploring this question, their questions, were the same as for families exploring the question, We don t even have enough to pay our own bills sometimes How can we give something away? Trust, Trust, Trust And so Immaculate Conception decided to do what all families do, and start by intentionally giving 1/2% of its collections to a different charity every month The Five Year Plan is to give a bigger percentage each year until our parish has reached the 5% tithe Then we will see if we can give more Grace Place was the first charity we chose, because on average, Immaculate Conception has 2 to 5 families per week that come for help We refer them to Grace Place if they are homeless St Jude s Children s Hospital is our second charity Anyone touched by cancer or other terminal illness understands the tragedy of sick children St Jude Children s Hospital brings hope and help for families of these children When you give to IC, you give to the needy