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.

The Fall 2021 Church Conference Schedule will be available soon.
 
 

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

Click on linked report name to access/download form.
 

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)