STAKE / WARD ANNUAL BUDGET BREAKDOWN

Discuss basic duties of stake and ward clerks, including where to begin.
ej4lyf99
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Joined: Fri Nov 13, 2026 1:36 pm

STAKE / WARD ANNUAL BUDGET BREAKDOWN

Post by ej4lyf99 »

Good day all - fairly new to being a stake asst. finance clerk and have a question regarding how we receive our quarterly allotments at stake level and ward level. I believe the total $ amounts are based on attendance, but is there a breakdown of funds by youth (meaning does the church provide $5 per youth, each quarter for example)? Youth Conferences and Camps can get expensive, so we are working with YM/YW presidents to better forecast over 4 years to ensure we can budget properly, ensuring we don't specifically rely on fundraisers (x1) at ward level (Bishop's prerogative). Hopefully this makes sense - end of day I'd like to try and understand this however it works, to help wards forecast as well on funding they may need each year to meet conference/camp costs. Thanks!
jdlessley
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Re: STAKE / WARD ANNUAL BUDGET BREAKDOWN

Post by jdlessley »

ej4lyf99 wrote: Fri Nov 13, 2026 1:41 pm Good day all - fairly new to being a stake asst. finance clerk and have a question regarding how we receive our quarterly allotments at stake level and ward level. I believe the total $ amounts are based on attendance, but is there a breakdown of funds by youth (meaning does the church provide $5 per youth, each quarter for example)?
The explanation for the calculation for each attendance category is explained in both the "Projected Quarterly Budget Allowance" and the "Quarterly Budget Allowance" reports sent by Church headquarters to each unit. The attendance numbers come from the quarterly report each unit sends to Church headquarters two quarters earlier. For example the first quarter calculations uses the quarterly report attendance from the third quarter report the year earlier.

The attendance categories and current amounts per attendee are: $15.75 for General Budget (Sacrament meeting attendance), $16.50 for Young Men, $16.50 for Young Women, $8.25 for Primary*, and $16.50 for Young Single Adults**. The asterisked explanations are provided below.

This is the explanation just before the table of calculations:
Quarterly Budget Allowance Report wrote:Your budget allowance is based on current unit percentages provided to Church headquarters by your parent unit president. This amount is also based on attendance and membership information from the [Mmm DD YYYY] Quarterly Report. If you have questions regarding this information, review your Quarterly Report in the Leader and Clerk Resources (LCR) system. If you need assistance, contact your parent unit priesthood leaders or your parent unit clerk.
The table of calculations provides the detail calculations for each category with the parent unit (stake) established percentage to be passed through to the unit.

The notes for the asterisked items are:
Quarterly Budget Allowance Report wrote:* The Primary attendance figure is calculated by multiplying the number of children (ages 7 to 10) from membership records by the percent of Primary attendance from line 22 of the Quarterly Report.
** The Young Single Adult attendance figure is calculated by multiplying the number of single adults (ages 18 to 35) from membership records by the percent of sacrament meeting attendance from line 7 of the Quarterly Report.
The children (ages 7 to 10) attendance number is not available in the quarterly report. This number can be obtained from a custom report created/viewed on the last day of the quarter that lists the children ages 7 to 10 but does not include children 9 years old or older that have not been baptized. The young single adults (18 to 35) number is obtained from quarterly report line 17 in the 'Potential' column.
JD Lessley
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