Annual Reports & Schedule (GM)

FORM SUBMISSION SCHEDULE

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

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FORM

RESPONSIBILITY OF

Due August 1, 2020 - Prior to Pastor's 1-1 MTG with DS

2020 Pastoral Conversation Pastor

Applications due in November – Prior DS Review Required

Mission Share Relief Application (Due November 20, 2020)

Pastor/Finance Com.

Equitable Comp. Grant Initial Application (Due November 15, 2020)

Pastor/Finance Com.

Due 2 Weeks Prior to Church Conference  

2021 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

2021 Pastoral Compensation Guide for minimum salary and other important compensation/benefit figures for 2021

(resource)

Go to Clergy Benefits 2021 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:

  • 2019 Church Conference Minutes
  • 2019 Audit/Fund Balance Report
  • Report from Trustees on bequests, use of capital/principle from investments, proceeds from parsonage sale
  • Year-to-Date Financial Report
  • 2021 Proposed Budget
  • Candidates for Ministry
  • Retired Minister Report
  • Membership Report

A Parsonage Inspection is not required during COVID-19 restrictions. (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 2021 Pastoral Compensation Report (see above)

SPRC/Pastor/ Treasurer

Due On or Before December 1, 2020

Pastoral Appointment Update

Pastor

Church Appointment Update

SPRC Chair

Clergy Profile for Mission & Ministry (update annually)

Pastor

Local Church Profile for Mission & Ministry (update annually)

SPRC

Due January 31, 2021

Certification of Payment (due JAN 31 and mid-year if change of pastoral appointment)

Treasurer/Pastor/ SPRC Chair

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

Due February 14, 2021 - submit online

Statistical Reporting (complete online)

Pastor

Due March 31, 2021

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

Auditor

Trustees Annual Report

Trustee Chair

Annual Conference Booklet

Pastor

ADDITIONAL RESOURCES:

Audit Guidelines

Local Church Audit Guidelines (GCFA)

Local Church Audit FAQs (GCFA)

Financial Retention Guidelines (local church finance & trustees)