Teams & Reports
Finance Teams of the UUA
Financial Advisor: UUA Bylaws Article X
Treasurer & Chief Financial Officer: Unitarian Universalist Association (UUA) Bylaws Article X, UUA Dept. of Financial Services
Board of Trustees (and Finance Committee): UUA Bylaws Article VI
Committees: UUA Bylaws Article VII
- Investment Committee
- Retirement Plan Committee, Office of Church Staff Finances
- Recommended Compensation Chart
- Useful email distribution list: subscribe to: UU Money
Financial Reports
Fiscal Year Reports from 200r to 2025.
FY2025
FY2024
- UUA Audited Financial Statements for Fiscal Year 2024 (PDF)
- UUCEF, LLC Audited Financial Statements for Fiscal Year 2024 (PDF)
FY2023
- UUA Audited Financial Statements for Fiscal Year 2023 (PDF)
- UUCEF, LLC Audited Financial Statements for Fiscal Year 2023 (PDF)
- UUA Health Plan Financial Report (PDF)
- Treasurer’s Report for General Assembly (PDF)
FY2022
- UUA Audited Financial Statements for Fiscal Year 2022 (PDF)
- UUCEF, LLC Audited Financial Statements for Fiscal Year 2022 (PDF)
- UUA Health Plan Financial Report (PDF)
- Treasurer’s Report for General Assembly (PDF)
FY2021
- UUA Audited Financial Statements for Fiscal Year 2021 (PDF)
- UUCEF, LLC Audited Financial Statements for Fiscal Year 2021 (PDF)
- UUA Health Plan Financial Report (PDF)
- Treasurer’s Report for General Assembly (PDF)
FY2020
- UUA Audited Financial Statements for Fiscal Year 2020 (PDF)
- UUCEF, LLC Audited Financial Statements for Fiscal Year 2020 (PDF)
- UUA Health Plan Financial Report (PDF)
- Treasurer’s Report for General Assembly(PDF)
FY2019
- UUA Audited Financial Statements for Fiscal Year 2019 (PDF)
- UUCEF, LLC Audited Financial Statements for Fiscal Year 2019 (PDF)
- UUA Health Plan Financial Report (PDF)
- Treasurer’s Report for General Assembly (PDF)
FY2018
- UUA Audited Financial Statements for Fiscal Year 2018 (PDF)
- UUCEF, LLC Audited Financial Statements for Fiscal Year 2018 (PDF)
- Treasurer’s Report for General Assembly (PDF)
- UUA Health Plan Financial Report (PDF)
- Budget Forecast Overview and Summary 1st Quarter 2018 (PDF)
- Budget Forecast Overview and Summary 2nd Quarter 2018 (PDF)
FY2017
- UUA Audited Financial Statements for Fiscal Year 2017 (PDF)
- UUCEF, LLC Audited Financial Statements for Fiscal Year 2017 (PDF)
- Treasurer’s Report for General Assembly (PDF)
- UUA Health Plan Financial Report (PDF)
FY2016
- Audited Financial Statements for Fiscal Year 2016 (PDF)
- UUCEF, LLC Audited Financial Statements for Fiscal Year 2016 (PDF)
- Treasurer’s Report for General Assembly (PDF)
- UUA Health Plan Financial Report (PDF)
FY2015
- Audited Financial Statements for Fiscal year 2015 (PDF)
- Treasurer’s Report for General Assembly (PDF)
- UUA Health Plan Financial Report (PDF)
FY2014
- Audited Financial Statements for Fiscal Year 2014 (PDF)
- Treasurer’s Report for General Assembly (PDF)
FY2013
- Audited Financial Statements for Fiscal Year 2013 (PDF)
- Treasurer’s Report for General Assembly (PDF)
FY2012
- Audited Financial Statements for Fiscal Year 2012 (PDF)
- Treasurer’s Report for General Assembly (PDF)
- Treasurer’s Report to the Board of Trustees (PDF) (April)
- 2nd Quarter Consolidated Statements (PDF)
- Treasurer’s Report to the Board of Trustees (PDF) (January)
- January Budget Overview and Forecast (PDF)
FY2011
- Audited Financial Statements for Fiscal Year 2011 (PDF)
- Treasurer’s Report to the Board of Trustees (PDF) (April)
- Treasurer’s Report to the Board of Trustees (PDF) (January)
- Treasurer’s Report for General Assembly (PDF)
FY2010
- Audited Financial Statements for Fiscal Year 2010 (PDF)
- Treasurer’s Report to the Board of Trustees (PDF) (April)
- Treasurer’s Report for General Assembly (PDF)
FY2009
- Treasurer’s Report for General Assembly (PDF)
- Treasurer’s Report to the Board of Trustees (PDF) (October)
- Treasurer’s Report to the Board of Trustees (PDF) (April)
- Audited Financial Statements for Fiscal Year 2009 (PDF)
FY2008
- Treasurer’s Report for General Assembly (PDF)
- Audited Financial Statements for Fiscal Year 2008 (PDF)
FY2007
- Treasurer’s Report for General Assembly (PDF)
- Audited Financial Statements for Fiscal Year 2007 (PDF)
- Unitarian Universalist Association (UUA) Budget Report: Fiscal Years 2006-2008 (PDF)
FY2006
- Treasurer’s Report for General Assembly (PDF)
- Audited Financial Statements for Fiscal Year 2006 (PDF)
- Management Letter for Fiscal Year 2006 (PDF)
FY2005
- Treasurer’s Report for General Assembly (PDF)
- Audited Financial Statements for Fiscal Year 2005 (PDF)
- Management Letter for Fiscal Year 2005 (PDF)