Workers' Compensation Submission Due by February 28th

Ross Williams

March 25, 2020

Dear Treasurers, Finance Chairs and Preschools (copy to Pastors): (This communication is also being sent via U.S. mail to ensure receipt) As you may know, the Conference uses an online collection system for payroll data, which streamlines the process of issuing accurate bills for Workers' Compensation insurance.  It is now time for churches, charges, parishes and church-controlled schools, nurseries and camps to report their final 2019 wages by February 28th using this system.  Even if you have ...


Ideas for Church Financial Leaders Amid the COVID-19 Crisis

Ross Williams

March 21, 2020

Dear Treasurers, Finance Chairs and Pastors, Please see some tips below to help sustain the church and its ministries in the face of interruptions caused by the COVID-19 virus.  Some of this content is from Ken Sloane of Discipleship Ministries.  During this time of great uncertainty and hardship, we walk along side you, exploring ways that the Conference can assist in any and all ways possible.    Sincerly,  Ross 1. Electronic Giving If you have not already set the church up for people to give ...


NY Paid Leave Benefit

Sally Truglia

March 19, 2020

Greetings! I received the message below from the State of New York regarding the mandatory NY Paid Leave Act and how this benefit can assist employees and employers during the pandemic. As you may recall, in January 2018, all NY employers were required to offer paid family leave as a rider to their disability policy. The NY disability and the paid family leave insurance are not part of our Worker’s Compensation policy.  Every local church, with at least one employee (full or part-time) needed to...


Discounted Software for Not-for-profits

Ross Williams

February 26, 2020

Dear Treasurers and Finance Chairs (copy to Pastors), I want to let you know about the opportunity to purchase computer software for your church at steeply discounted prices through a Not-for-profit organization called "TechSoup" (yes, it's a very strange name). In my spare time I handle the accounting for a Not-for-profit charitable organization and a few years ago I purchased QuickBooks for only $19.00 through TechSoup.  The prices through TechSoup represent savings of hundreds of dollars over...


Annual Audits

Ross Williams

February 04, 2020

Dear Finance Chairs (copy to Pastors and Treasurers) The Finance Committee is responsible for ensuring that all financial books, records and bank accounts undergo an annual audit. This is required by The Book of Discipline, the governing document of our denomination (see excerpt at end of e-mail).  Included in the audit (or audited separately) must be the transactions of the church's operating account, Board of Trustees, Preschool (if controlled by the church), Memorial Funds, Endowment Funds, ...


Thank You!

Ross Williams

January 17, 2020

Dear Pastors, Church Council Chairs, Finance Chairs, and Treasurers, I would like to take this opportunity to say "thanks" for your tremendous commitment in honoring the work of our connectional church.  As a former church treasurer and finance chair I am keenly aware of what it means for a church to pay their conference apportionments.  It is not a trivial accomplishment, especially in what have been challenging and uncertain times.  We ended 2019 collecting 86% of all apportionments.  ...


Workers' Compensation Submission Due by February 28th

Ross Williams

January 15, 2020

Dear Treasurers, Finance Chairs and Preschools (copy to Pastors): (This communication is also being sent via U.S. mail to ensure receipt) As you may know, the Conference uses an online collection system for payroll data, which streamlines the process of issuing accurate bills for Workers' Compensation insurance.  It is now time for churches, charges, parishes and church-controlled schools, nurseries and camps to report their final 2019 wages by February 28th using this system.  Even if you have ...


New Internal Revenue Service Mileage Rates for 2020

Ross Williams

January 01, 2020

The Internal Revenue Service has just issued the 2020 standard mileage rates used to calculate the deductible costs of operating an automobile for business or charitable purposes.


IRS Reporting, Payroll & More

Sally Truglia

December 09, 2019

Dear Pastors, Finance Chairs and Treasurers, The end of the year brings the joyous celebrations of the Christmas season and the hope for a peaceful New Year. Unfortunately it also brings some financial housekeeping issues with which we must all comply.  Listed below are some reporting requirements and annual reminders.  1)   2019 W-2 Preparation:  All churches must prepare and distribute W-2 forms for their pastors and their lay staff by January 31.     Church plans are still exempt from ...


Church Authority and Secrecy

Ross Williams

November 11, 2019

BY ROSS WILLIAMS Conference CFO & Director of Administrative Services I often receive questions about the authority of church leaders over financial matters and access to financial statements, systems, meetings and records. Listed below is guidance on these topics from The Book of Discipline (BOD) and other UMC publications. The Book of Discipline is available online. One of the hallmarks of our denomination is a structure and practice of openness, transparency and inclusion with respect to ...


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