Annual Reports & Schedule (GM)

FORM SUBMISSION SCHEDULE

MANY OF THE REPORTS HAVE BEEN UPDATED AND/OR REVISED FOR FALL 2021.

PLEASE DOWNLOAD A NEW FORM RATHER THAN RE-USE AN OLDER VERSION.

 
 

SUBMIT FORMS to the GREEN MOUNTAIN DISTRICT OFFICE via Email or US Mail

Click on linked report name to access/download form. 
Some documents may download in "Protected View"  - click on Enable Editing.
 

FORM

Responsiblity of:

Due August 1, 2021 - Prior to Pastor's 1-1 MTG with DS

2021 Pastoral Conversation (use for summer 2021) Pastor

Applications due in November – Prior DS Review Required

Mission Share Relief Application (Due November 20) 

Pastor/Finance Com.

Equitable Comp. Grant  Application (Due November 15) Go to Equitable Compensation for more information and the grant booklet. Re-application must be made each year.

Pastor/Finance Com.

Due 2 Weeks Prior to Church Conference  

2022 Pastoral Compensation Report (new format) Send unsigned copy 2 weeks prior to church conference. Send signed copy immediately after church conference approval. (See instructions for church conferences held after Dec. 1.)

SPRC/Pastor/ Treasurer

2022 Pastoral Compensation Guide for minimum salary and other important compensation/benefit figures for 2022

(resource)

Go to Clergy Benefits for a pension calculator and additional pension and health insurance information/examples.

(resource)

Due One Week Prior to the Church Conference

Pastor’s Report (or provide free-form report)

Pastor

Pastor's Continuing Education (CEU) Record if not submitted with pastoral conversation Pastor

Housing Allowance/Exclusion Designation for approval at church conference

Pastor

Nominations List/Leadership Report: a list with contact information is due 1 week after church conference

Pastor

Finance Committee Annual Report

Church Treasurer

Lay Servant Annual Report GM District

Lay Servant

Appointment to Extension Ministry

Extension Minister

Other non-standard format reports to prepare:

  • 2020 Church Conference Minutes
  • 2020 Audit/Fund Balance Report
  • Report from Trustees on bequests, use of capital/principle from investments, proceeds from parsonage sale
  • Year-to-Date Financial Report
  • 2022 Proposed Budget
  • Candidates for Ministry
  • Retired Minister Report
  • Membership Report

A Parsonage Inspection is not required in the Fall 2021 because of Delta variant concerns.  Please contact your District Superintendent if there are parsonage concerns that are not being addressed. (Resource: New England Conference Parsonage Guidelines)

Pastor, SPRC, Trustees

Due One Week Following the Church Conference

Minutes of Church Conference

Recording Secretary/ Pastor

Local Church Leadership Report if not submitted prior to church conference with contact information

Pastor

Signed 2022 Pastoral Compensation Report (see above)

SPRC/Pastor/ Treasurer

Due On or Before December 1, 2021

Pastoral Appointment Update

Pastor

Church Appointment Update

SPRC Chair

Clergy Profile for Mission & Ministry Required from each pastor this year.

Pastor

Local Church Profile for Mission & Ministry Required from each church this year.

SPRC

Due February 14, 2022

Statistical Reporting (complete online)

Pastor

Certification of Payment (also due mid-year if change of pastoral appointment)

Treasurer/Pastor/ SPRC Chair

Annual Conference Booklet

Pastor

UMW Local Unit Annual Report UMW President
UMW Local Unit Officers Report UMW President

Complete when end-of-year information is available. Submit at Fall 2022 Church Conference.

Annual Audit (Fund Balance Report) (see guidelines below)

Auditor

Trustees Annual Report

Trustee Chair

ADDITIONAL RESOURCES:

Audit Guidelines

Local Church Audit Guidelines (GCFA)

Local Church Audit FAQs (GCFA)

Financial Retention Guidelines (local church finance & trustees)