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 2024-25 fiscal year budget.

• January 9 - General Manager met with Cemetery Managers to discuss the upcoming budget, projects and staffing.  It was also requested that they inquire with staff if there are any operational needs to include in the FY 24-25 budget
• March 7 - 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 15 - Review preliminary operations budget, capital improvement budget and fee analysis with Cemetery Managers and Finance & Accounting Manager
• May 29 - Finance & Investment Committee met and reviewed the GANN Appropriations Limit, proposed budget, proposed fee adjustments, reserve and fund balances.
• June 4 -  Board reviewed and approved ther GANN Appropriations Limit, Fee Adjustments and the 2024-25 Fiscal Year Budget.