Congregational grades for 2019 for parishes and missions
Congregational Finance & Business
This section contains information on assessments, health insurance and benefits, financial documents for churches, human resources information and salaries and compensation for clergy. The topics on the left are in subcategories for easier search.
Congregational grades for 2020 for parishes and missions. The 2019 congregational grades can be found here. This refers to the congregation grade for churches which helps to determine clergy compensation and assessment values. The congregational grade is updated every year. Those churches that are in bolded text have changed grades from the previous year.
Annual report for accounting of diaconal/priestly activity during a calendar year
Report for retired and non parochial clergy listing services that have officiating at during the year
Word file for the simple audit for small churches
Form for submitting clergy housing allowance requests.
Explanation of the Clergy Pension Plan.
Compensation and Benefits Manual for Parochial Clergy
The following guidelines, objectives and restrictions have been recommended by the INVESTMENT COMMITTEE to establish parameters for the investment management of the THE JAMES F. HODGES DIOCESAN INVESTMENT FUND.
Diocesan Staff including contact information and areas of responsibility
Info for Vestry/Bishop's Committee, Treasurers
This policy was adopted by Diocesan Convention in 2016 and becomes effective January 1, 2017. It is to be added to all new letters of agreement and hire agreements. It also needs to be added retroactively to existing letters of agreement and hire agreements with existing eligible employees, both clergy and lay.
Financial Audit Reports are due by June 15.
An annual financial audit is a canonical requirement of The Episcopal Church.
Title 1, Canon 7, Sec. 1(f)-(g):
The 2014 final audited 2014 James F. Hodges Diocesan Investment Fund (DIF) Report.
The 2015 final audited 2015 James F. Hodges Diocesan Investment Fund Report.
The 2016 final audited 2016 James F. Hodges Diocesan Investment Fund Report.
The 2017 final audited 2017 James F. Hodges Diocesan Investment Fund (DIF) Report.
The 2018 final audited 2018 James F. Hodges Diocesan Investment Fund (DIF) Report.
Business methods prescribed for every diocese, parish, mission, and institution subject to the authority of the Episcopal Church
The Centers for Medicare & Medicaid Services (CMS) guidelines that define Small
Employers and who to consider as an employee.
Medicare Secondary Payer - Small Employer Exception Eligibility Certification Form
Medicare Secondary Payer - Small Employer Exception
2019 mileage reimbursement rates for business and volunteers
Mutual ministry agreements between the vestry/BC and clergy regarding roles and responsibilities.