Annual Reports Due from Churches

Please Post This Schedule and Track Completion of Required Reports 

2021 Printable Version 

All forms have been updated for 2021-2022.

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 - 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

2022 Pastoral Compensation Form  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  new format Pastor DS
Parsonage Inspection  NOT Required 2021(UPDATED 8/9/21)
Please contact the DS if there are concerns that cannot be addressed at the local church level. 
Pastor/SPRC/Trustees DS
Helpful Resources to Complete Forms: 
2022 Pastoral Compensation Guide (salary requirements, etc. )  
2021 Pension Calculator (Benefits Page - 2022 coming soon) 
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 new format 

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 new format

Pastor

 

Church Appointment Update new format

SPRC Chair

 

Clergy Profile for Mission and Ministry new format

Pastor

 

Local Church Profile for Mission and Ministry new format

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 

Church Accessibility Audit ( not required, good practice)

Trustee Chair

YES