CW Annual Reports and Schedules

Please Post This Schedule and Track Completion of Required Reports 

2021 Printable Version 

ALL FORMS HAVE BEEN UPDATED FOR 2020/2021 

Click (blue) underlined report name to access/download online forms.

Commonwealth West Church Conference Pastor's Preparation list

Submit all forms to Commonwealth District Office via e-mail (CWDistrict@neumc.org) or US postal service (Commonwealth West District Office, 411 Merrimack Street, Suite 200, Methuen, MA 08144) 

FORM NAME:

DUE DISTRICT OFFICE: Please include in CC packet:

Due District Office: 2 weeks prior to Clergy One on One with DS

2021 Pastoral Conversation  NEW!

Pastor NO

2021 Clergy Continuing Education Record

Pastor

NO

Due District Office: 2 weeks prior to Church Conference

2021 Pastoral Compensation Form - Revised 2020 Pastor/SPRC/Treasurer  
Housing Allowance/Exclusion - Revised 2020 Pastor DS
Pastor's Report Pastor YES

Parsonage Inspection (COVID-19 - Not Required 2020)

Trustees/Pastors, please send written concerns to the district office prior to SPRC meeting with DS.

Pastor/SPRC/Trustees DS

Helpful Resources to Complete Forms:

2022 Pastoral Compensation Guide NEW (salary requirements, etc.)

Pension Calculator (Benefits Page)

SPRC (worksheets)  

Due District Office: 1 week prior to Church Conference

Annual Certified Lay Reports: 

Cert. Lay Servant - Cert. Lay Speaker - Cert. Lay Minister

Lay Servant/Speaker/Minister

YES

Annual Report of the Committee on Finance (GCFA)

Treasurer/Finance

YES

Minutes of 2020 Church Conference

Pastor YES

Report of Nominations & Recommendations 2021

Pastor YES
Membership Report  (include AWA and # of Members)    

BOOM Form 104 (if applicable)

Ministry Candidate 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 2021 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 2020 Church Conf.

Rec. Secretary/Pastor

 

Local Church Leadership Report (use this format please) Revised 2020

Pastor

 

Due District Office: November - DS Review Required

Mission Share Relief App - Due: November 20

Pastor/Finance Committee  

Equitable Comp. Grant Application -  Due: November 15

Equitable Comp. Grant Instruction Booklet 

Pastor/Finance Committee

 

 

Due District Office: December 1st (Each Year)

Pastoral Appointment Update - Revised 2020

Pastor

 

Church Appointment Update - Revised  2020

SPRC Chair

 

Clergy Profile for Mission and Ministry - Revised 2020

Pastor

 

Church Profile for Mission and Ministry - Revised  2020

SPRC

 

Due District Office: January 31st (and 7/31 - with a midyear Change of Appt.)

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/)

Our conference statistician Joy Mueller has created a series of instructional videos on how to use the Ezra system.

Statistical Reporting

Pastor

 

Due District Office: March 31st

Fund Balance Report (Annual Audit)

Auditor

YES

Annual Report of the Trustees

Trustee Chair

YES