For What Time Period Should We Report Financial Information?
The financial numbers you submit during Certification of Membership should be the actual totals from the congregation's most recently-ended fiscal year.
This applies to these statistics:
- Total Expenses
- Pledge Income
- Pledge Units
- If your congregation's fiscal year ends on June 30, provide the actual numbers for the fiscal year July 1, 2018-June 30, 2019.
- If your congregation's fiscal year ends on December 31, provide the actual numbers for the fiscal year January 1-December 31, 2019.
If you have questions about gathering these financial totals, please send a message to apf [at] uua [dot] org (subject: CERTIFICATION%20question) with "CERTIFICATION" in the Subject line.