Reporting Requirements

Last year as a part of the charge conference process we worked to streamline the reporting requirements for our churches.  We are hoping that the information below will help you to better plan for completion of these reports. 

These are the subsequent reporting requirements and time frames:

Committee Reports due June 1 – Fund Balance (Audit) Report – Finance Committee; Clergy Evaluation – S/PPRC; Trustee Legal and Property Report and Parsonage Inspection – Trustees.  The Fund Balance Report and Trustee forms can be completed via hardcopy or online, but the Clergy Evaluation must be submitted in hardcopy since it is a part of the clergy file, not the church record.

Church and Pastor Self-Profiles due November 1 the Bishop requests that these profiles be reviewed/updated every two years 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.  Lay Servant Annual Reports (if applicable) should also be submitted. 

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

Breakthrough Goals should be updated at least monthly throughout the year.