Finance Topics


Key Year-End Dates

Diana Moore

December 17, 2018

Dear Pastor, Finance Chair and Treasurer: The staff at the Conference Center join me in wishing you and your congregation a joyous Christmas and peaceful New Year! This communication contains information with respect to mailing year-end payments to the Conference.  Please share as appropriate. Please contact me should you have any questions. Sincerely,   Diana Moore Treasurer’s Remittance Report: The Treasurer’s Remittance form should be sent with payments for Apportionments, Benevolences and ...


IRS Mileage Rate for 2019

Ross Williams

December 17, 2018

Dear Pastors and Treasurers, The Internal Revenue Service has issued the 2019 standard mileage rates used to calculate the deductible costs of operating an automobile for business or charitable purposes. Beginning on January 1, 2019, the standard mileage rates will be: 58.0 cents per mile for business miles driven up from 54.5 cents in 2018. This rate represents the maximum rate an organization can reimburse an employee without the reimbursement being treated as taxable income. 14.0 cents ...


Statistical Table Information

Margaret Howe

December 13, 2018

Dear Pastor, Finance Committee Chair, Treasurer and Trustee Chair: Our Annual Statistical Table process will be ready very soon!  It is time to get your information together! This is the system in which you will report your 2018 data – Table 1: Membership and Participation, Table II: Church Assets and Expenses, Table III: Church Income. The Book of Discipline requires pastors to give an account of their pastoral ministries to the Charge and Annual Conference. There may be individuals and/or ...


IRS Reporting and more

Sally Truglia

December 13, 2018

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 new reporting requirements and some annual reminders.  1)   2018 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 ...


Church Finance Training

Ross Williams

November 14, 2018

Update including locations, times and registration link: The Conference will be offering training on Church Finances at each of the six upcoming "District Days".  This is an opportunity for the laity of your church to better understand church finances including audits, taxation, roles / responsibilities and appropriate financial controls.  I especially encourage Church Treasurers, Financial Secretaries and Finance Chairs to attend.  This training for laity will be conducted at the same time our ...


Church Authority & Secrecy

Ross Williams

November 08, 2018

Dear Church Leaders, 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 and other UMC publications.  The Book of Discipline is available online at https://www.cokesbury.com/forms/DynamicContent.aspx?id=87&pageid=920#9568 One of the hallmarks of our denomination is a structure and practice of openness, transparency and ...


New York State Law: Training Videos Now Available

Sally Truglia

November 02, 2018

The State of New York has updated their website regarding mandated Sexual Harassment training for all employers in NY. As you learned in my previous emails, the law requires all employers to create and publish a Sexual Harassment Policy and Complaint Form, as well as introduce annual employee training. The NY Division of Human Rights has templates available for our use and has recently added two training videos, each approximately 20 minutes in duration.  Click here to view the employer's ...


Church Finance Training

Ross Williams

November 01, 2018

Save the date!  The Conference will be offering training on Church Finances at each of the six upcoming "District Days".  This is an opportunity for the laity of your church to better understand church finances including audits, taxation, roles / responsibilities and appropriate financial controls.  I especially encourage Church Treasurers, Financial Secretaries and Finance Chairs to attend. Locations have not yet been determined but the dates appear below.  These are evening meetings that will ...


Explaining Apportionments

Ross Williams

October 23, 2018

Dear Pastors, Treasurers and Finance Chairs, Attached to this email is a document that may be helpful in understanding or explaining to church members how Shared Ministry Apportionments are calculated and used by both the Conference and the General Church. Topics included are: Apportionment Basics Calculation (the formula) Apportionment Adjustments Where Does the Money Go? Funds apportioned by the General Church Reporting  Please note:  when churches pay their apportionments they are ...


Church Insurance

Ross Williams

October 18, 2018

Dear Trustees, Treasurers, Finance Chairs and Pastors: It is very important that churches carry adequate Property & Casualty insurance on their buildings, vehicles and operations.  This is because one uninsured incident can result in significant financial costs and potentially, the closure of a church's doors.  Being adequately insured is probably the single-most important action a church can take to protect it's assets, it's people and it's ministry from unforeseen events. When it comes to ...


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