Finance Topics


Clergy Housing Allowance Ruled Constitutional

Ross Williams

March 21, 2019

Dear Clergy, There is some good news!  The text below is from the National Catholic Reporter, which summarizes the latest developments on the taxability of Housing Allowances better than I could.  Keep in mind that it was only the Housing Allowance that had been challenged.  The tax exempt treatment of a parsonage was not at stake.  This very positive development does not mean that the matter is settled once and for all.  The decision could be appealed or pursued again in new challenges.  But ...


IRS Issues Guidance on Parking Tax for Churches

Ross Williams

February 25, 2019

Dear Treasurers, Finance Chairs and Pastors, Please see guidance below from the General Council on Finance and Administration of the United Methodist Church on the potential taxability of church parking. Also, please see a link at the bottom of this e-mail to an "FAQ" on this topic recently issued by GCFA. The Tax Cuts and Jobs Act that became effective on January 1, 2018 added a new tax provision that applies to non-profit organizations (like churches) otherwise exempt from income tax.  ...


Church Audit Webinar

Ross Williams

January 25, 2019

Dear Church Treasurers, Finance Chairs and Pastors, This is just a reminder that there is a free upcoming webinar on how to perform a church audit.   See below for details and the link to register. Sincerely,  Ross Thursday, February 7, 2019, 6:30PM Central Standard Time! The Church Audit: You Can Do This! Every congregation needs to do a church audit, but it doesn’t have to be a big expense or an insurmountable obstacle. There is a great Local Church Audit Guide and related FAQ available that ...


Free Upcoming Webinars - Stewardship, Audits & Clergy Taxes

Ross Williams

December 20, 2018

Dear Church Treasurers, Finance Chairs, Stewardship Chairs and Pastors, I want to make you aware of some upcoming webinars that are being offered by Discipleship Ministries.  Please see the information below for topics and how to register. I hope you have a joy-filled Christmas and a healthy and peaceful New Year! Sincerely,   Ross Thursday, January 10, 2019, 6:30PM CST Stewardship & Finance: Getting it Right at the Starting Line We start each new year with this webinar focused on the new member...


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 ...


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 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 ...


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 ...


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