Annual Reports Due from Churches

Please Post This Schedule and Track Completion of Required Reports 

2021 Printable Version 

We are in the process of updating 2021-22 forms. Please do not download forms that say coming soon for use in 2021 church conferences. 

FORM NAME

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

COMPLETED BY INCLUDE IN CC PACKET

Due District Office - Sept 1, 2021 (1-1 meetings will be scheduled in Sept)

2021 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

2021 Pastoral Compensation Form  2022 Coming Soon new format          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 Inspection  Required 2021
Pastor/SPRC/Trustees DS
Helpful Resources to Complete Forms: 2022 Coming Soon
2022 Pastoral Compensation Guide (salary requirements, etc. )  
2021 Pension Calculator (Benefits Page) 
SPRC (worksheet)  

Due District Office - 2 weeks Prior to Church Conference (2021)

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 2020 Church Conference

Pastor YES

Report of Nominations & Recommendations 2022

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 2022 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 2021 Church Conf.

Rec. Secretary/Pastor

 

Local Church Leadership Report (THIS FORMAT PLEASE) 

Pastor

 

Due District Office November - DS Review Required

Mission Share Relief App - Due November 20

Pastor/Finance Comm  

Equitable Comp. Grant 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 

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 (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 

Church Accessibility Audit (#7a. Annual Trustees Report - not required, good practice)

Trustee Chair

YES