Annual Reports Due from Churches

Please Post This Schedule and Track Completion of Required Reports 

2022-2023 Forms 

2022-23 Printable Version 

We have updated all forms for 2022-2023.

Please do not copy an existing form you may have as many forms have been modified this year. 

FORM NAME

Click  (blue) underlined report name to access online form.

COMPLETED BY INCLUDE IN CC PACKET

Due District Office - Aug 15 (or one week prior to 1-1)

2022 GRD Pastoral Conversation  NEW

Pastor NO
Pastor's Continuing Education (CEU) Record Pastor NO

THE SHARED MINISTRY ASSESSMENT IS NOT REQUIRED IN 2021

SPRC/Pastor

N/A

Due District Office - 2 weeks prior to SPRC Meeting with DS

2023 Pastoral Compensation Form   NEW                            Send unsigned copy 2 weeks prior to church conf. Send signed copy immediately after church conf. approval. (see instructions for church conferences held after Dec. 1).

Pastor/SPRC/Treasurer

DS

Housing Allowance/Exclusion   Pastor DS
Parsonage InspectionRequired 2022
Pastor/SPRC/Trustees DS
Helpful Resources to Complete Forms: 
2023 Pastoral Compensation Guide (salary requirements, etc. )  
SPRC (worksheet)  

Due District Office - 2 weeks Prior to Church Conference (2022)

Pastor’s Report

Pastor

YES

Annual Reports - Cert Lay Servant - Cert Lay Speaker - Cert Lay Minister

Lay Servant

YES

Annual Report of the Committee on Finance (GCFA)

Treasurer/Finance

YES

Minutes of 2021 Church Conference

Pastor YES

Report of Nominations & Recommendations 2023

Pastor YES

BOOM Form 104 (if applicable)

Ministry Candidate YES

Membership Report (include AWA and # of Members)

Pastor YES

Extension Ministry / Retired Pastor Report (if applicable)

Retired Clergy YES
YTD Trustees Report (include bequests; investments and endowments used for operating expenses; parsonage sale funds used)
Trustees - Not standard report YES
YTD Finance Report and 2023 Budget (if ready) Treasurer - Not standard report YES

Update / Report on Safe Sanctuary Policy

SPRC - Not standard YES

Due District Office - 1 week after Church Conference

Minutes of 2022 Church Conf.

Rec. Secretary/Pastor

 

Local Church Leadership Report 

Pastor

 

Due District Office November - DS Review Required

Mission Share Relief Application - Due November 20

Pastor/Finance Comm  

Equitable Comp. Grant Initial Application

There are 3 pieces to the application

Due November 15

Pastor/Finance Comm  

Due District Office - December 1st (EACH YEAR)

Pastoral Appointment Update 

Pastor

 

Church Appointment Update 

SPRC Chair

 

Clergy Profile for Mission and Ministry 

Pastor

 

Local Church Profile for Mission and Ministry-Word - complete using word

Local Church Profile for Mission and Ministry-PDF - complete using Adobe or by hand

SPRC

 

Clergy Personnel Record NO LONGER REQUIRED 

Pastor  

Due District Office - January 31st (and 7/31 - with a midyear change of App)

Certification of Payment Form  - new format                                                                 (due Jan 31 and with midyear change of pastor) Treasurer/Pastor/SPRC Chair  

Reports Due February 14th - Submit Online (https://ezra.gcfa.org/)

Statistical Reporting

Pastor

 

Due District Office - March 31st

Annual Audit (Fund Balance) 

Auditor

YES

Annual Report of the Trustees 

Annual Accessibility Audit 

Annual Energy Audit - NEW - 2022 Annual Conference Recommendation

Trustee Chair

Trustees Chair

Trustees Chair

YES

YES

YES