Summary of assessments reported and balance due through the current month for diocesan churches
Financial Information for Parishes and Missions
Congregational grades for 2018 for parishes and missions
This is the 2018 Parochial Clergy compensation schedule passed at convention. This document outlines clergy compensation based on congregational grade.
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
Form for submitting clergy housing allowance requests.
Explanation of the Clergy Pension Plan.
Compensation and Benefits Manual for Parochial Clergy
Requirements for parishes and missions in transactions with the Board of Directors
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.
The James F. Hodges Diocesan Investment Fund Report
Procedure for Documentation of Sale or Other Disposable of Moveable Assets by Missions of Diocesan Organizations.
Info for Vestry/Bishop's Committee, Treasurers
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 independent Certified Public Accountant. All accounts of Parishes, Missions or other institutions shall be audited annually by an independent Certified Public Accountant, or independent Licensed Public Accountant, or such audit committee as shall be authorized by the Finance Committee, Department of Finance, or other appropriate diocesan authority.
The 2016 final audited 2106 James F. Hodges Diocesan Investment Fund Report.
The 2017 final audited 2107 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
2018 mileage reimbursement rates for business and volunteers
Risk Management Inventory
Diocesan policy on unpaid assessments
A Microsoft Word short form for doing a simple audit for small churches