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Forms

These are the church and clergy reporting requirements and time frames:

Committee Reports due June 1 – Fund Balance (Audit) Report – Finance Committee; Trustee Legal and Property Report and Parsonage Inspection – Trustees.  The Fund Balance Report and Trustee forms can be completed via hardcopy or online.  Note that in 2019 the Clergy Evaluation form done by the SPPRC will be due by December 31, 2019. 

Church and Pastor Self-Profiles   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.

Forms due at your fall Church Conference – 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 Trustees’ Legal and Property Report.  All of these reports should be completed online.

Year-end Report (Ezra report) due around February 15, the following year – church membership, congregation demographics, worship attendance, membership transfers, baptisms, professions of faith, adult/youth/children/mission groups and attendance, and giving/expense information, etc. 

 


Forms:

Charge Conference Forms: All forms can be found under the My Church Tab on the West Ohio Conference Home Page.  They must be completed by your Pastor or Church Data Administrator. 

Year-end Reports (Ezra Report):  Forms can be obtained from Jack Frost, Conference Statistician, jfrost [at] wocumc.org.  Year-end reports must be submitted by February 15 each year.   Past church statistics and additional information can be found here.   Alternately, church data can be found at www.umdata.org

Audit:  The Fund Balance Report (Audit) form should be completed annually in the spring and is due by June 1. The form can be found below.  

Clergy Evaluation Form:  Clergy Evaluation forms will be in a new format this year, and should be completed by the S/PPRC and will be due at the end of 2019.

Clergy One on One Form:  Every clergy should complete the one on one form and bring it with you to your annual One on One meeting with the District Superintendent.  The form is below.

Clergy Self-Profile Form:  Every clergy should complete the clergy profile and update it 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 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 local lay servants and certified lay servants, 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.