Unitarian Universalist Church of Palo Alto

The Budgeting Process

The UUCPA Bylaws require the Board of Trustees to prepare a budget for approval by the membership for each fiscal year, which extends from May 1 to the following April 30.  Our general policy is that this budget must be balanced.

The steps in developing a budget are as follows:

1. Finance Committee uses historical data to estimate income
2. Committees submit requests to Finance Committee
3. Finance Committee prepares a draft budget for the Board
4. Board presents a proposed budget to the congregation at the Annual Meeting
5. Board has discretion for unanticipated changes, to spend over the budget up to 5%; larger changes must go back to congregation for approval

The Curent Budget  requires a password to view. A printed copy is available to members in the office, as well.