Stewardship and Finance Committee

2018 Apportionment Questionnaire

Due by February 28, 2017

Below is the online version of the 2018 Apportionment Questionnaire. Please complete each of the fields and click "Submit Questionnaire" at the bottom. A copy of your responses will be sent to you, as well as to the members of the Stewardship and Finance Committee.

We have updated the explanation of the Apportionment formula. Click here to download the new explanation.

Local Meeting Name
Please provide the information below for 2016, or your most recently closed fiscal year, using the following definitions.
Defined as a single adult or family, living at one address making a contribution to the Meeting budget, whether a Member, Attender, or Sojourner.
The number of households included in #1 above whose total annual contribution is less than $100.00.
Defined as all dollars received for the operating budget from contributing households during the fiscal year.
Defined as interest and dividends from all investment sources including bank accounts, stocks and bonds, mutual funds, loans, and other sources.
Defined as all investment income that is restricted by the donor.

Click here to download an explanation of the difference between Restricted funds and Designated funds.

Please comment on any special circumstances you believe should be considered when establishing the 2018 Apportionment for your Meeting. No limit on length.