2012 diocesan instructions with supplemental information request forms

7/29/2019 2012 Diocesan Instructions with Supplemental Information Request Forms

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INSTRUCTIONS FOR FILING ON-LINE

1. Access the Episcopal Church Web page athttp://www.episcopalchurch.org/gc/ or go directly to http://pr.dfms.org

2. Select Parochial Reports and left click File Report to become linkedto a menu that will ask for your Universal Episcopal Identifier number(UEID) followed by your password. (If you need these numbers,

please contact Susan Hardaway, 888/210-824-5387, ext. 4010)

3. Go to Update Name and Address to check this information. Makeany changes, then Save or click Cancel if nothing has changed sincelast year.

4. Select Update File Information. Make any changes, then save

before returning to the system menu.

5. Choose Vital Statistics and Financial Statistics successively toenter the needed data. Now go to Mark Report Complete. ClickConfirm to submit Parochial Report, then exit at the bottom of thescreen to exit the program.

6. Go to View/Print Parochial Report to obtain a hard copy to review.Select the correct year and left click the Submit button for the reportto download. You can re-enter at will to make changes or updates


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SALARIES FOR 2013

Church _______________________________________ City _______________________

Instructions:

List the Title: Rector, Vicar, Assistant, etc., followed by the Annual Cash Salary for the year 2012. Indicate whether Housing, Utilities, or Auto are provided and amounts. (Indicate amounts if provided by the congregation, e.g., if clergyperson is provided a church-owned rectory or if

utilities are paid by the Church.) Please answer the question concerning Equity Allowances.

CLERGY POSITION CASH SALARYINCL. SECA

HOUSINGALLOWANCE

UTILITIESALLOWANCE

AUTO/TRAVELALLOWANCE

CONTINUINGEDUCATION

ALLOWANCE

MEDICALINS.

PENSION

$ $ $ $ $ $ $ $

$ $ $ $ $ $ $ $

$ $ $ $ $ $ $ $

Is clergyperson who lives in a church-owned rectory provided with an Equity Allowance? Yes ___ No ___ If yes, amount $

OTHER SALARIES FOR 2013

Please enter actual amounts, not a check mark. Additional spaces provided on the reverse side

LAY POSITION ANNUALSALARY

YEARS OFSERVICE

PARTTIME

# OF HOURS

FULLTIME

# OF HOURS

VOLUNTEER DISABILITYINSURANCE

L/T S/T

MEDICALINS. $

PENSION$ AND %

Christian Ed Director $ $ $ %

Lay Minister $ $ $ %

Music Director $ $ $ %

Organist $ $ $ %

ParishAdministrator

$ $ $ %

Secretary $ $ $ %

Sexton $ $ $ %


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LAY POSITION ANNUALSALARY

YEARS OFSERVICE

PARTTIME

# OF HOURS

FULLTIME

# OF HOURS

VOLUNTEER DISABILITYINSURANCE

L/T S/T

MEDICALINS. $

PENSION$ AND %

Youth Minister $ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

Organists, nursery workers, etc. should be considered paid employees. An independent contractor must provide their own supplies, come on their own schedule, and have proof ofworkers compensation and liability insurance (a copy should be kept on file at the church).

(Revised - 01/19/13)


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STEWARDSHIP STATISTICS 2012 Actual & 2013 Estimate

The Department of Stewardship consists of three primary divisions. Volunteer consultants are nowavailable to assist congregations in the following areas:

Annual Giving To assist with developing a commitment program tailored to your church

Capital Giving To assist with assessing the degree of readiness and planning theeducation process that produces readiness in a congregationLegacy Giving To assist with the development and implementation of congregationalWills Clinics, Final Affairs Fairs, and to teach the ABCs of estate planning

Church ____________________________________________ City ___________________

2013 Stewardship/EMC/Planned Giving Contact Persons with E-mail __________________

__________________________________________________________________

Did you use the Herb MillerNew Consecration SundayStewardship Program in 2012 (for the 2013 year)?

YES q NO q

If not, what annual stewardship campaign did you use?(Letter Campaign, Cottage Meetings, Festive Meal, Home Visitation,combination, other (please explain.)

Did you see an increase in total dollars pledged for 2013? YES q NO q

If so, what was the percentage (%) increase in dollars pledged? %

Did you see an increase in number of pledging units for 2013? YES q NO q

If so, what was the percentage (%) increase in # of pledge units? %

How many pledge units increased their giving from 2012 to 2013? #

* # of actual pledging units for 2013 year #

* # of potential pledging units (households) for 2013 year #

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CHURCH OFFICIALS FOR THE YEAR 2013(Please print or type)

(Please do not change the titles. These are the titles as they are set up for the Quick Reference in the database)

Church ___________________________________________ Street Address ___________________________________________

Mailing Address (if different than above) ________________________________________________________________________

Church Phone Number _________________ Fax Number ____________________E-mail Address_________________________

TITLE NAME MAILINGADDRESS

PHONENUMBER

E-MAIL ADDRESS

Senior Warden(if Parish)

Bishops Warden(if Mission)

Treasurer

Christian EdDirector

ParishAdministrator

Secretary

Secretary

Secretary

FinancialSecretary

Communications

Music

Youth

Lay Ministry


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PLEASE LIST ALL CLERGY (SALARIED ONLY):

TITLE NAME1.

2.

3.

4.

5.

NONSTIPENDIARY CLERGY

1.

2.

3.

OTHER PAID EMPLOYEES (NUMBER ONLY)

PAROCHIAL SCHOOL INFORMATION OR MOTHERS DAY OUT INFORMATION(Circle the one that applies)

Name of school ________________________________________________ Phone ________________________

Address ______________________________________________________ Zip ___________________________

Headmaster, Principal, or Director ______________________________________________________________

Grade or age levels ____________________________________________ Capacity ______________________


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VESTRY OR BISHOPS COMMITTEE FOR THE YEAR 2013(Please print or type)

Church ____________________________________________________________________________________________________

NAME MAILINGADDRESS

PHONENUMBER

E-MAIL ADDRESS

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12

13.


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14

15

16.

17.

18.

19.

20.

21.

22.


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CERTIFICATION OF INSURANCE - 2013

Church _______________________________________

City __________________________________________

INSURANCE

INSURANCECATEGORY

NAME OF PRIMARY INSURANCE CARRIERCANON I.6.1 (3)

COVERAGE

Building(s) $

Contents of Building(s) $

Bonding $

Workers CompensationCovered with the Diocesan Workers Comp

Program?Yes or No


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NECROLOGYJanuary 1 through December 31, 2012

CHURCH____________________________________CITY______________________

The following deaths have occurred during the year of 2012 of those persons whohave served the diocese on Vestries, Bishops Committees, as Council Delegates,as officers of the diocese, on the Diocesan Altar Guild, or on other diocesancommittees:

NAMES:


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NAME INSURED POLICY NUMBER 46 WE LO4627

ADDRESS POLICY TERM 1/1/2012 - 1/1/2013

CITY, STATE ZIP FEDERAL I.D. #

INSTRUCTIONS - Please provide your 2012 ACTUAL NUMBER OF EMPLOYEES AND WAGES in the appropriate columns below.

1. Indicate under the appropriate classification(s) the amount of employee(s) gross salary, including housing and utility allowances for clergy.2. Payroll for contractors performing Church related operations must be included, unless they have provided evidence of their own WC coverage.3. DO NOT include any salaries paid by the diocese.4. Return this form by mail, FAX (210) 824-2164 or email to the Bishop Jones Center to [email protected] on or before January 31, 2013

# of Empl.

CHURCH PROFESSIONAL

Clergy, Deacons, Supply Clergy & Interim Priests

Clerical Employees

Organist, Choir Member

Sexton/Other, Maintenance Employees, CooksChild Care during Worship ServiceOther: (Provide Brief Job Description, i.e. Youth Minister)

SCHOOL PROFESSIONAL

Teachers

Maintenance Employees, Cooks

Clerical EmployeesOther: (Provide Brief Job Description)

CHILD DAY CARE CENTER

Professional EmployeesClerical Employees

Maintenance Employees

TOTAL PAYROLLS 0 $0

Contact Name: (Please Print) Phone

The undersigned certifies that all salaries and wages earned by all persons employed are included in this report.

By Date(Name/Title)

WORKER'S COMPENSATION - PAYROLL AUDIT REPORT - 2012

2012 ACTUAL WAGES

CLASSIFICATION OF WORK Total Earnings

2012 diocesan instructions with supplemental information request forms

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