Summary of assessments reported and balance due through the current month for diocesan churches
Financial Information for Parishes and Missions
Congregational grades for 2017 for parishes and missions
Spreadsheet to use to calculate NDI beginning January 2017
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
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.
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
2017 mileage reimbursement rates for business and volunteers
Instructions for filling out the Net Disposible Income form
Church Pension Fund checklist of tasks to complete when hiring a new employee.
Risk Management Inventory
Diocesan policy on unpaid assessments
A Microsoft Word short form for doing a simple audit for small churches