Audit Forms and Procedures
Audits are due September 1 for the previous calendar year (eg. 2023 audit due in 2024
Audit Checklist (use in conjunction with your Audit)
Audit Guidelines (guideline/policy document)
Health Insurance and Pension Information
Medical / Dental Insurance Information (plus annual enrollment information) Note: 2024 Annual Enrollment is now closed
Diocesan Denominational Health Policy (efffective 2023)
Benefits Enrollment Form (use to enroll a new employee / life event) - updated 2023
Health Advocate - Authorization Form
Clergy Compensation (active & supply)
Supply Clergy Rates: The following are the standard rates for supply clergy (unless negotiated otherwise by the parties) and are effective 01/01/2023
✓ $200 for one service + travel
✓ $250 for two services on the same Sunday (at same location) + travel
✓ Travel expense: the IRS standard mileage rate for the business use of a vehicle. Mileage rates change annually; mileage rate updated usually at year end.
Questions? Contact the Diocesan Office at 850-434-7337.
Benefits at a Glace
Clergy - contact Mary Poss - (850) 434-7337 or email@example.com
Manual of Business Methods in Church Affairs - 2023 update (provides helpful advice on sound, practical internal controls, accounting guidelines and business practices)
Tax Info (updated in January each year)
Federal Reporting Guidelines for Episcopal Churches (update 2023)
Tax Guide For Episcopal Ministers (for 2023 Tax Returns)
The Parochial Report is completed online. Beginning in January 2022, everyone will login into this site with a unique login (usually your email) and password. if you don't remember your login id, contact the diocesan office.
2024 Pledge Report Form (this form will be mailed to all congregations with additional supporting information in November each year)
Safeguarding Online (updated 3/2022)
Travel and Expense
Check back often for continued updates to the Resource Center.
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