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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 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.
Click here  to review a copy of the 2023-24 Fiscal Year BudgetOrange County Cemetery District 2023-24 Budget Presentation