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.
Confidential Records: Policies and Procedures
The following policies and procedures relate to records that are confidential, private or privileged. These records are created in the course of conducting business for the Diocese of Olympia. The...
Records Retention Schedule
Schedule of retention for various documents
Archives and Records Management: Policies and Procedures
All records created or received by the employees or agents of the Diocese of Olympia within the scope of their employment or responsibilities will be considered the records of the diocese. The Diocese...
Records Management for Congregations
This manual of records management guidelines is designed for parish officers and administrators, including the custodian of records and archives or the parish archivist. It includes a general records...
Congregation Grades (2024)
In March 2022, the Diocesan Council, upon recommendation of the diocesan Personnel Commission, froze congregation grades at 2022 levels through at least the end of 2023. Congregational grades for 2023...
James F. Hodges Diocesan Investment Fund (2019)
The 2019 final audited 2019 James F. Hodges Diocesan Investment Fund (DIF) Report.
Earthquake Insurance for Churches in the Diocese of Olympia
Planning guide for church earthquake preparedness.
WA Cares Fund
For more information, please visit: https://wacaresfund.wa.gov/
Online Donation Processing Policy
Donation Processing Policy through our online giving portal.
NDI Calculations and Instructions (2022)
Instructions for completing the Net Disposable Income (NDI) forms for 2022.
Congregation Grades (2021)
Congregational grades for 2021 for parishes and missions. This refers to the congregation grade for churches which helps to determine clergy compensation and assessment values. The congregational...
Give to a Church
Donations can now be made to individual churches through the main Diocese of Olympia giving account. The diocese will manage sending each church whatever funds are donated to them along with a report...
James F. Hodges Diocesan Investment Fund (2015)
The 2015 final audited 2105 James F. Hodges Diocesan Investment Fund Report.
James F. Hodges Diocesan Investment Fund (2018)
The 2018 final audited 2018 James F. Hodges Diocesan Investment Fund (DIF) Report.
Church Audit Worksheet
Word file for the simple financial church audit
2024 Supply Clergy Compensation Rates
The supply clergy compensation rates for 2024 are as follows: Sunday/primary liturgy* with preaching: One liturgy $311.27; additional consecutive liturgies $70.84 each. ​ Sunday/primary liturgy*...
James F. Hodges Diocesan Investment Fund (2017)
The 2017 final audited 2017 James F. Hodges Diocesan Investment Fund (DIF) Report.
DIF Investment Policy Statement
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...
Financial Audits
Due by June 15 An annual financial audit is a canonical requirement of The Episcopal Church. Title 1, Canon 7, Sec. 1(f)-(g): (f) All accounts of the Diocese shall be audited annually by an...
James F. Hodges Diocesan Investment Fund (2016)
The 2016 final audited 2106 James F. Hodges Diocesan Investment Fund Report.
Annual Report for Licensed Clergy
Annual report for accounting of diaconal/priestly activity during a calendar year can be found HERE.
The Sixth Mark of Mission: Building Financially Sustainable Congregations
The Episcopal Church has adopted “Five Marks of Mission” to guide the work of its congregations. The marks are: To proclaim the Good News of the Kingdom; To teach, baptize and nurture new believers...
The Process of Determining Financial Sustainability
In an effort to help existing congregations think about and plan for financial stability and sustainability, here are some questions for congregational leaders to ask during their long-range planning...
Eligibility for the Episcopal Health Plan (EHP)
Info for Vestry/Bishop's Committee, Treasurers
Policy on Unpaid Assessments
Diocesan policy on unpaid assessments
Medicare Small Payer (MSP) Definitions
The Centers for Medicare & Medicaid Services (CMS) has specific guidelines that define SmallEmployers and who to consider as an employee.
Medicare Small Payer (MSP) Eligibility Certification Form
Medicare Secondary Payer - Small Employer Exception Eligibility Certification Form
Medicare Small Payer (MSP) Employer Election Form
Medicare Secondary Payer - Small Employer Exception
Parish Inventory Workbook
Risk Management Inventory. A workbook for doing your inventory.
Waiver of Health Coverage
For declination to participate on Diocesan health insurance benefits.
Clergy Pensions-What Every Treasurer Should Know
Explanation of the Clergy Pension Plan.
Use Church Insurance - property/liability coverage
Church Insurance Company of Vermont contact information, including certificate of insurance request form.
Annual Report for Non-Parochial and Retired Clergy
Report for retired and non parochial clergy listing services that have officiating at during the year
Clergy Housing Allowance
Form for submitting clergy housing allowance requests.
Mileage Reimbursement Rates
2022 Mileage Reimbursement Rates The IRS reimbursement rate for business miles is 58.5 cents/mile The IRS reimbursement rate for volunteer miles remains at 14 cents/mile
Tool Kit for Conversation on Clergy Compensation
A document on how to discuss clergy compensation with the vestry or bishop's committee and wardens.
Mutual Ministry Agreements and Reviews: MMA and MMR
Mutual ministry agreements between the vestry/BC and clergy regarding roles and responsibilities.
Manual of Business Methods in Church Affairs
Business Methods in Church Affairs (link to the main Episcopal church website). Updated Dec., 2019. Manual de Métodos Comerciales en Asuntos de la Iglesia ( enlace al sitio web de la iglesia episcopal...
Clergy Personnel Policy Manual
This manual is not online. For further information or questions, please contact the Canon to the Ordinary.
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