Church and clergy reporting requirements and time frames
Year-end Report (Ezra report) due every year in February (PASTOR AND TREASURER) – church membership, congregation demographics, worship attendance, membership transfers, baptisms, professions of faith, adult/youth/children/mission groups and attendance, and giving/expense information, etc. This should be completed online. Watch for paperwork to arrive at the church for this mid-December.
Pastor Assessment, Pastor Self-Assessment, and SMART Goals form (SPRC and PASTOR) were due in January, 2020 and will be due again June 1, 2021.
Fund Balance (Audit) Report (FINANCE COMMITTEE) due July 1 this year, will be due June 1, 2021. Can be submitted online or via hard copy.
SEPTEMBER - NOVEMBER
The Trustee Legal and Property Report and Parsonage Inspection (TRUSTEES) due at your fall charge conference this year; will be due next year on June 1, 2021. Can be completed via hardcopy or online.
Charge Conference Forms (PASTOR, TREASURER, SPRC, LEADERSHIP TEAM) – compensation reports (clergy compensation, housing allowance exclusion, accountable reimbursement), lay leadership/nominations, membership report, ministry recommendations, Breakthrough Goals, and Safe Sanctuaries policy; and presentation of the Trustee Legal and Property Report. All of these reports should be completed online. Lay Servant Annual Reports should also be submitted to the Charge Conference.
Church Self-Profile (SPRC or Leadership Team Chair) – The Bishop requests that these profiles be reviewed/updated every two years in the fall in advance of the appointive season. Completing these online makes them easy to update. The S/PPRC Chair and/or Ad Council Chair are able to access the online Church Self-Profile by logging into the West Ohio Conference Website, then going to My Church, Local Church Reports, Annual Reporting, Church Self Profile. This form is required of all churches requesting a new pastor.
Pastor Self-Profile (PASTOR) - The Bishop requests that these profiles be reviewed/updated every two years in the fall in advance of the appointive season. Completing these online makes them easy to update. The S/PPRC Chair and/or Ad Council Chair are able to access the online Church Self-Profile by logging into the West Ohio Conference Website, then going to Leadership, Clergy, Pastor Self Profile. This form is required of all pastors requesting a new appointment.
Charge Conference Forms: All forms can be found under the My Church Tab on the West Ohio Conference website. They must be completed online by your Pastor or Church Data Administrator. If you need assistance accessing those forms, contact the District Office.
Year-end Reports (Ezra Report): Forms can be obtained from Jack Frost, Conference Statistician, jfrost [at] wocumc.org. Year-end reports must be submitted in February. Past church statistics and additional information can be found here. Alternately, church data can be found at www.umdata.org.
Audit/Fund Balance This should be completed annually in the spring and is due by July 1, 2020. The form can be found below.
Clergy Assessment Forms: Clergy Evaluation forms are in a new format this year, and should be completed by the pastor and the S/PPRC. Links to the Pastor Self-Assessment, SPRC Assessment, and Smart Goal Formation Guide are below. These were due January 31, 2020. The next time they will be due will be June 1, 2021.
Clergy Self-Profile Form: Every clergy should complete the clergy profile and update it bi-annually by November 1. The profile form can be completed online here.
Church Self-Profile Form: Every church S/PPRC should complete an online church profile and update it bi-annually by November 1. The Church Self-Profile Form can be found at www.westohioumc.org. You must log in, then click on My Church, then on Annual Reporting, then Church Self-Profile. For assistance logging in contact the District Office, 614-222-0602, capitolareanorth [at] wocumc.org.
Lay Servant Annual Report Form: This form should be completed annually by certified lay servants, lay speakers and certified lay ministers, and it should be submitted with the church conference forms. The form is below. It can also be submitted electronically here. The Lay Servant application and annual report forms are below.