ADMINISTRATIVE RESOURCES

Audit Forms and Procedures

 

Audits are due September 1 for the previous calendar year (eg. 2023 audit due in 2024
   
Audit Checklist (use in conjunction with your Audit)

• PDF format

• Word format

  
Audit Guidelines (guideline/policy document)

• PDF format

• Word format

 

Health Insurance and Pension Information​

​

Medical / Dental   ​​

• Medical / Dental Insurance Information (plus annual enrollment information)  Note:  2025 Annual Enrollment will open Oct. 16, 2024

• Diocesan Denominational Health Policy (efffective 2023)

• High Deductible / HSA Fact Sheet for members (2023)

​

Pension Information

• Active Clergy​

• Lay Employees

​

Forms

• New Assignment Notice (clergy: use to report changes in employment or compensation)

• Benefits Enrollment Form (use to enroll a new employee / life event) - updated 2023

• ​Health Advocate - Authorization Form 

​

The Church Pension Group (www.CPG.org) is your complete resource for all benefits, insurance & pension needs for both clergy and lay personnel.

​

Clergy Compensation (active & supply)

 

• Clergy Compensation Guidelines (Updated 12/2022)
   

• Supply Clergy Rates: The following are the standard rates for supply clergy (unless negotiated otherwise by the parties) and are effective 01/01/2023
  
  ​✓ $200 for one service + travel  
  ✓ $250 for two services on the same Sunday (at same location) + travel  
  ✓ Travel expense:  the IRS standard mileage rate for the business use of a vehicle. Mileage rates change annually; mileage rate updated usually at year end.
  
  Questions?  Contact the Diocesan Office at 850-434-7337.    

 

Employment Resources

​

2024 Department of Labor "exempt" compensation changes

*  Overview of new DOL on minimum salary requirements for Churches

​​​

Benefits at a Glace

• Clergy Benefits at a Glance (CPG resource)

• Employee Benefits at a Glance (CPG resource)

 

Employment Forms

• ​I - 9

• W - 4 Federal Withholding

• ​

Background Checks

• Clergy - contact Mary Poss - (850) 434-7337 or mary@diocgc.org​

• Lay Employee - download this form, complete, scan and/or email to Kim Weinstein at kim@diocgc.org

​

Diocesan Office Employee Handbook ​

 

Helpful Publications

​​

• Key Calendar Dates

• Manual of Business Methods in Church Affairs - 2023 update (provides helpful advice on sound, practical internal controls, accounting guidelines and business practices)
   

Tax Info​ (updated in January each year)

• IRS Tax Guide for Churches & Religious Organizations (501c3's)

• Federal Reporting Guidelines for Episcopal Churches (update 2023) 

• Tax Guide For Episcopal Ministers (for 2023 Tax Returns)

​

Records Management

• ​Archives Management for Episcopal Parishes and Missions

​

Parochial Reports

The Parochial Report is completed online. Beginning in January 2022, everyone will login into this site with a unique login (usually your email) and password.   if you don't remember your login id, contact the diocesan office. 

​​

• On-line Instructions 

• Log-in to File your PR

 

Pledge Report

​

• 2024 Pledge Report Form  (this form will be mailed to all congregations with additional supporting information in November each year)

 

Safeguarding Online (updated 3/2022)

 

• Safeguarding Modules (Who Needs to Take What)

• Safeguarding/Risk Management Guidelines

• Praesidium Academy Website (To Log-in)

• Quick Start Guide (how to register)

    Questions?:  Contact your Church Administrator or the Diocesan Office

 

Travel and Expense

​

• Travel and Expense Form

• Travel and Expense Guidelines (please review prior to travel)