Annual Budget Information
Budget Information - Each year, the Board of Trustees review and approve by resolution, the District's Budget for the upcoming fiscal year. This includes a breakdown of the projected General Fund revenues and expenditures, the Pre-Need Fund and the Endowment Principal and Income Funds. Staff and the Board work together beginning in January to prepare for the fiscal year ahead. Below is a summary of the steps completed or to be taken in preparation for the 2023-24 fiscal year budget.
- February 8- General Manager met with Cemetery Managers to discuss current year projects and requested input on operational needs for the FY 23-24 budget
- March 8 - General Manager met with Cemetery Managers to review proposed projects, staffing levels, maintenance needs and equipment purchases
- April - General Manager and Finance & Accounting Manager worked to gather information and to prepare for the Gann Limit, preliminary budget, fee review summary, reserves and fund balances
- May 10 - Review preliminary operations budget, capital improvement budget and fees analysis with Cemetery Managers and Management staff
- May 25 - Finance & Investment Committee was scheduled to meet, however the meeting was cancelled due to a lack of quorum. Committee Chair recommended staff to provide a full presentation to Board at June 13 Board Meeting
- June 13 - Board reviewed and approved ther GANN Appropriations Limit, Fee Adjustments and the 2023-24 Fiscal Year Budget.