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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 2022-23 fiscal year budget.

  • February 2 - General Manager met with Cemetery Managers to discuss current year projects and requested input on operational needs for the 2022-23 budget
  • February 23 - Communications & Public Relations Committee Meeting was held to discuss events for 2022-23, which will need funding allocated to be included in the 2022-23 budget.
  • March 10 - General Manager met with Cemetery Managers to review proposed projects, staffing levels, maintenance needs and equipment purchases
  • April 13 - 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
  • April 22 - Review preliminary operations budget, capital improvement budget and fees analysis with Cemetery Managers and Management staff
  • May 25 - Finance & Investment Committee met and reviewed the Gann Limit, preliminary budget, proposed fee adjustments, reserves and fund balance summary and supported recommendation for staff to present to Board at June 7 Board Meeting
  • June 7 -  Board reviewed and approved ther Gann Appropriations Limit, Fee Adjustments and the 2022-23 Fiscal Year Budget.
Click here to review a copy of the 2022-23 Fiscal Year Budget Orange County Cemetery District 2022-23 Budget Presentation.pdf