ADMINISTRATIVE RESOURCES

Audit Forms and Procedures

 

For Year ending 2021 (due Sept. 2022)
   
Audit Checklist (use in conjunction with your Audit)

• PDF format

• Word format

  
Audit Guidelines (guideline/policy document)

• PDF format

• Word format

 

Health Insurance and Pension Information​

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Medical / Dental   ​​

• Medical / Dental Insurance Information (plus annual enrollment info)

• Diocesan Denominational Health Policy

• High Deductible / HSA Fact Sheet for members (2020-2021)

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Pension Information

• Active Clergy​

• Lay Employees

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Forms

• New Assignment Notice (clergy: use to report changes in employment or compensation)

• 2023 Benefits Enrollment Form (use to enroll a new employee)

• ​Health Advocate - Authorization Form 

• Medical/Dental Change Form (use when changing a benefit)

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The Church Pension Group (www.CPG.org) is your complete resource for all benefits, insurance & pension needs for both clergy and lay personnel.

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Clergy Compensation (active & supply)

 

• Clergy Compensation Guidelines (Updated 12/2022)

 

Employment Resources

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New Hire Checklist​

• Clergy

• Lay Employee

 

Employment Forms

• ​I - 9

• W - 4 Federal Withholding

• ​

Background Checks

• Clergy - contact Mary Poss - (850) 434-7337 or mary@diocgc.org​

• Lay Employee - download this form, complete, scan and/or email to Kim Weinstein at kim@diocgc.org

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Diocesan Office Employee Handbook ​

 

Helpful Publications

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• Key Calendar Dates

• Manual of Business Methods in Church Affairs  (provides helpful advice on sound, practical internal controls, accounting guidelines and business practices)
   

Tax Info​

• IRS Tax Guide for Churches & Religious Organizations (501c3's)

• 2022 Federal Reporting Guidelines for Episcopal Churches

• 2022 Tax Guide For Episcopal Ministers (for 2021 Tax Returns)

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Parochial Reports

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. 

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• On--line Instructions (2021 report)

• Log-in to File your PR

 

Pledge Report

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• 2022 Pledge Report Form  (this form was mailed to all congregations with additional supporting information)

 

Safeguarding Online (updated 3/2022)

 

• Safeguarding Modules (Who Needs to Take What)

• Safeguarding/Risk Management Guidelines

• Praesidium Academy Website (To Log-in)

• Quick Start Guide (how to register)

    Questions?:  Contact your Church Administrator or the Diocesan Office

 

Travel and Expense

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• Travel and Expense Form

• Travel and Expense Guidelines (please review prior to travel)