Financial Advisor's Report to the UUA Board of Trustees. Larry Ladd

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Financial Advisor's Report to the UUA Board of Trustees Larry Ladd April 11, 2014 1

Topics Activities Measuring and messaging growth 2

The opening history story Ethelred Brown 1875-1956 Minister, Harlem Unitarian Church 1920-1956 3

Ethelred Brown 7th black man to attend Meadville Ordained in 1912 Unitarian missionary to Jamaica (his native land) starting in 1912 (and initially supported by the AUA) Rev. Hilary Barnes, who had been sent to Jamaica by the AUA to assess Brown's progress, wrote: 4

"The Rev. E.E. Brown is pronouncedly black, which is somewhat of a handicap to him in his work, since those of his race who are fortunate enough to approach absolute whiteness are too proud to 'sit under' any minister save a 'a white gentlemen.'" -Rev. Hilary Barnes 5

Ethelred Brown Established Harlem Unitarian Church in 1920 without AUA support; church closed upon his death Always had a second job, including six years as an elevator operator Socialist candidate for Congress in 1928 6

At the 25th anniversary of ordination Ethelred Brown "One milestone reached. Twenty-five years ago! What dreams then! What disappointment since! And yet, for not one moment have I regretted the step I took in 1907, which ended in the ordination we today celebrate." 7

At the 25th anniversary of ordination Ethelred Brown "Twenty five years as a Unitarian minister! As you celebrate this anniversary with me, I may with slight changes say in the memorable words of Abraham Lincoln 'I have not won but I tried to be true. I have not succeeded but I have lived up to the light which I have, and I have plucked a thistle here and there and planted a flower or two where I believed a flower would grow.'" 8

At the 25th anniversary of ordination Ethelred Brown "I believe in man. At home [Jamaica] this would be enough. Here in America I must add I believe in the Negro. I believe that he himself will destroy the insane prejudice which now prevails to his hurt, and I believe that ultimately he will leave the windows of his soul open to the winds of heaven, which are the winds of truth. In spite of all I see and hear I today have faith." 9

Activities Recruitment for business committees Enterprise risk assessment Financial policies review Coaching on FY2015 budget narrative Paper on "Ecology and Economics of Theological Schools" (copy on request) 10

Growth or Not Will we be distracted by shiny things? UU World article (3-24-2014) Main headline: "Emerging, alternative groups at UUA's growing edge" Sub-headline: "Total membership falls 1.2%; UUA counts 51 emerging groups" Article talks more about emerging groups than membership Article gives partial explanations for membership changes 11

Growth or Not Membership has been declining for five years RE enrollments have been declining for seven years But the total numbers, at least for membership, mask large swaths of growth and hope in our congregations 12

Growth or Not We need to report so that we convey A willingness to face facts A sense of urgency A nuanced understanding of growth trends (there good news and bad news) 13

1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1991-92 1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1999-00 2000-01 2001-02 2002-03 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Membership & RE Since 1961 300,000 250,000 200,000 150,000 100,000 50,000 Membership RE Enrollments Membership & RE Enrollments Combined 14

UUA in the USA Total: Adult Members, RE Enrollment, Average Sunday Attendance 180,000 160,000 155,258 157,187 158,594 159,448 159,524 159,251 157,866 156,736 156,515 154,707 140,000 120,000 94,430 100,000 100,209 99,803 99,195 97,054 97,400 96,788 79,107 80,000 60,000 98,221 Members RE Enrollment Average Attendance 50,664 56,948 57,708 56,662 55,840 54,611 53,854 52,956 51,588 49,191 2009 2010 2011 2012 2013 2014 40,000 20,000 0 2005 2006 2007 2008 15

10 Year Comparison by Region Adult Membership & RE Enrollment 40000 35000 34432 33107 30702 29141 28027 30000 30323 29567 28230 30546 26953 25000 2004 Adult 2014 Adult 20000 2004 RE 15000 13323 10667 2014 RE 13012 11116 10122 10000 9934 10065 8926 84168965 5000 0 CERG MidAmerica New England Pacific Western Southern 16

Congregational Growth by Adult Membership by Size Catagory -- 10 years 400 350 300 131 250 176 Grew 10 year 200 No Growth 150 100 245 100 153 50 96 26 25 27 0 Fellowship (0-60) Small (61-160) Midsize (161-300) Awkward (301-400) 16 10 Large Program (401-600) Large (601-800) 7 8 3 Huge (800+) 17

Top 25 Growers 10 Years Congregation City State # added % Members All Souls Unitarian Church Tulsa OK 727 64.8% 1,849 All Souls Church Unitarian Washington DC 474 93.3% 982 First Unitarian Church Rochester NY 316 42.9% 1,053 Fox Valley UU Fellowship Inc. Appleton WI 296 77.5% 678 White Bear UU Church Mahtomedi MN 287 62.0% 750 Unity Temple UU Congregation Oak Park IL 221 58.8% 597 First Unitarian Church Des Moines IA 216 74.0% 508 UU Congregation of Fairfax Oakton VA 215 40.2% 750 Jefferson Unitarian Church Golden CO 199 35.3% 762 First Universalist Church Minneapolis MN 194 22.8% 1,046 UU Church of Asheville Asheville NC 192 50.8% 570 First Unitarian Church Albuquerque NM 186 30.5% 796 University Unitarian Church Seattle WA 166 21.3% 945 First Unitarian Society Milwaukee WI 160 25.0% 800 UU Church of Bloomington Inc. Bloomington IN 140 39.8% 492 Westside UU Congregation Seattle WA 133 133.0% 233 First Unitarian Church Oklahoma City OK 129 35.6% 491 UU Church West Brookfield WI 126 37.1% 466 UU Congregation of Phoenix Paradise Valley AZ 126 40.8% 435 Quimper UU Fellowship Port Townsend WA 124 58.2% 337 Westside UU Church Fort Worth TX 123 129.5% 218 UU Church Charlotte NC 118 21.5% 668 First Unitarian Society Madison WI 116 8.8% 1,431 UU Congregation Columbia MD 116 36.0% 438 UU Area Church at First Parish Sherborn MA 113 73.4% 267 18

UUA in the USA Adult Membership 420 438 Declined Stayed Same Grew 165 19

Growth Is Happening In congregations (close to half of them) In three of five regions We need to speak of congregations We need to address the decline in RE enrollments We need to be blunt about the facts of decline and nuanced about the facts of growth 20

Statement of Purpose, Harlem Unitarian Church "This church is an institution of religion dedicated to the service of humanity. Seeking the truth in freedom, it strives to apply it in love for the cultivation of character, the fostering of fellowship in work and worship, and the establishment of a righteous social order which shall bring abundance of life to man. Knowing not sect, class, nation or race it welcomes each to the service of all." 21

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