dwtx parochial report packet for 2016 w audit

7/23/2019 DWTX Parochial Report Packet for 2016 w Audit

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INSTRUCTIONS FOR FILING ON-LINE

1. Access the Episcopal Church Web page athttp://www.episcopalchurch.org/gc/ or go directly to http://p

2. Select Parochial Reports (Under "Useful Links") and left cReport to become linked to a menu that will ask for your UnEpiscopal Identifier number (UEID) followed by your passw

you need these numbers, please contact Susan Hardaway,824-5387, ext. 4010)

3. Go to Update Name and Address to check this informationany changes, then Save or click Cancel if nothing has chanlast year.

4. Select Update File Information. Make any changes, then before returning to the system menu.

5. Choose Vital Statistics and Financial Statistics successiventer the needed data. Now go to Mark Report Complete

Confirm to submit Parochial Report, then exit at the bottomscreen to exit the program.

6. Go to View/Print Parochial Report to obtain a hard copy tSelect the correct year and left click the Submit button for tto download. You can re-enter at will to make changes or uunless I have already accepted the report and closed it. If thappen just give me a call and I can reopen it When you a

satisfied, a signed copy should immediately be sent to your



CHURCH OFFICIALS FOR THE YEAR 2016(Please print or type)

(Please do not change the titles. These are the titles as they are set up for the Quick Referenc

Church ___________________________________________ Street Address _______________________

Mailing Address (if different than above) ____________________________________________________

Church Phone Number _________________ Fax Number ____________________E-mail Address_____

TITLE NAME MAILINGADDRESS

PHONENUMBER

Senior Warden(if Parish)

Bishop’s Warden(if Mission)

Treasurer

Christian EdDirector

ParishAdministrator

Secretary

Secretary

Secretary

FinancialSecretary

Communications

Music

Youth

Lay Ministry



CHURCH OFFICIALS FOR THE YEAR 2016

(Please print or type)(Please do not change the titles. These are the titles as they are set up for the Quick Referenc

PLEASE LIST ALL CLERGY (SALARIED ONLY):

TITLE NAME

1.2.

3.

4.

5.

NONSTIPENDIARY CLERGY

1.2.

3.

OTHER PAID EMPLOYEES (NUMBER ONLY)

PAROCHIAL SCHOOL INFORMATION OR MOTHER’S DAY OUT INFORM(Circle the one that applies)

Name of school ________________________________________________ Phone ______

Address ______________________________________________________ Zip _________

Headmaster, Principal, or Director ____________________________________________

Grade or age levels ____________________________________________ Capacity ____



SALARIES FOR 2016

Church _______________________________________ City _______________________

Instructions:

• List the Title: Rector, Vicar, Assistant, etc., followed by the Annual Cash Salary for the year 2016.

•

Indicate whether Housing, Utilities, or Auto are provided and amounts. (Indicate amounts if provided by the congregation, e.g., if clergyperson iutilities are paid by the Church.)

•

Please answer the question concerning Equity Allowances.

CLERGY POSITION CASH SALARYINCL. SECA

HOUSINGALLOWANCE

UTILITIESALLOWANCE

PENSION MEDICALINSURANCE

AUTO/TRALLOWA

$ $ $ $ $ $ $

$ $ $ $ $ $ $

$ $ $ $ $ $ $

Is clergyperson who lives in a church-owned rectory provided with an Equity Allowance? Yes ___ No ___ If yes, amount $

OTHER SALARIES FOR 2016

Please enter actual amounts, not a check mark. If VOLUNTEER POSITION, indicate hours worked then remaining columns N/A.Additional spaces p

LAY POSITIONVOLUNTEER Yes or No

PART-TIME# of Hours

FULL-TIME# of Hours

ANNUALSALARY

YEARS OFSERVICE

MEDICALINS. COST $

COVERAGEEO,EC,ES,EFXX If declined

Christian Ed Director " "

Lay Minister " "

Music Director " "

Organist " "

Parish Administrator " "

Secretary " "

Sexton " "

Youth Minister " "

Grounds & Maintenance " "



LAY POSITIONVOLUNTEER Yes or No

PART-TIME# of Hours

FULL-TIME# of Hours

ANNUALSALARY

YEARS OFSERVICE

MEDICALINS. COST $

COVERAGEEO,EC,ES,EFXX If declined

" "

" "

" "

" "

" "

" "

" "

" "

" "

" "

" "

" "

" "

" "

" "

" "

" "

" "

Organists, nursery workers, etc. should be considered paid employees. An “independent contractor” must provide their own supplies, come on thworker’s compensation and liability insurance (a copy should be kept on file at the church).

(Revised - 12/28/15)



CERTIFICATION OF INSURANCE - 2016

Church _______________________________________

City __________________________________________

INSURANCE

INSURANCECATEGORY

NAME OF PRIMARY INSURANCE CARRIERCANON I.6.1 (3)

CO

Building(s) $

Contents of Building(s) $

Bonding $

MedicalInsurance

Are all eligible employees offered medicalinsurance under the Denominational Health Plan

(DHP)? Yes or No

Is your congregation in compliance with thediocesan policy regarding medical insurance

(see attached policy Revised 11/12/2015) Yes or No

Worker’s CompensationCovered with the Diocesan Worker’s Comp

Program? Yes or No

If no, name of carrier ________________________



Diocesan Policy Regarding Medical Insurance

BE IT RESOLVED, as part of the Employee Benefits Policy of the DiocesTexas:

The Diocese of West Texas and all its congregations are required to:

1) Offer Medical Insurance and Dental Insurance coverage through The EpiChurch Medical Trust Denominational Health Plan (DHP) for all qualified em(those employees who work 1,500 hours or more per year and all eligible cle

2) All paid employees eligible for medical insurance have the option to choothat is offered through the diocesan plan; however, the standard plan will bDeductible Health Plan (HDHP) with a corresponding Health Savings Acc(HSA). The employer will fund the HSA at one hundred (100) percent of the deductible. (IRS Regulations govern HSA contributions.)

Employers will fund fifty (50) percent of the applicable deductiblJanuary to the employee's HSA account (or in month one of eligibinew employees). The balance will be paid pro-rata for the remainder

Employees over the age of sixty-five (65) will have the benefit of a HeReimbursement Arrangement (HRA) as part of their plan that will act way as the HSA for qualified reimbursable medical expenses up to th

deductible.

3) At a minimum, the employer will provide employee-only (EO) coverage.

The employee contribution or "cost sharing" will be ten (10) percent omedical/dental insurance chosen.

4) If the employee chooses an option other than the HDHP, the employee w

responsible for the difference in premium costs through a payroll deduction ito the cost sharing.

5) Employees may opt out of obtaining medical insurance coverage throughEpiscopal Church Medical Trust Denominational Health Plan if they have comedical insurance coverage through other approved sources (e g spouse's



VESTRY OR BISHOP’S COMMITTEE FOR THE YEAR 2016(Please print or type)

Church ________________________________________________________________________________

NAME MAILINGADDRESS

PHONENUMBER

E

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12

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14

15

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NECROLOGYJanuary 1 through December 31, 2015

CHURCH CITY

The following deaths have occurred during the year of 2014 of those pehave served the diocese on Vestries, Bishop’s Committees, as Councilas officers of the diocese, on the Diocesan Altar Guild, or on other dioccommittees. Please note "none" if you have none to report.

NAMES:



STEWARDSHIP STATISTICS 2015 Actual & 2016 Estimate

The Department of Stewardship consists of three primary divisions. Volunteer consultants available to assist congregations in the following areas:

Annual Giving – To assist with developing a commitment program tailored to your c

Capital Giving – To assist with assessing the degree of readiness and planning theeducation process that produces readiness in a congregationLegacy Giving – To assist with the development and implementation of congregatioWills Clinics, Final Affairs Fairs, and to teach the ABCs of estate planning

Church ____________________________________________ City ___________

2015 Stewardship/EMC/Planned Giving Contact Persons with E-mail __________

____________________________________________________________

S t e w a r d s h i p 2 0 1 5 1 6

Did you use the Herb Miller New Consecration Sunday Stewardship Program in 2015 for the 2016 year?

YES ! N

Did you use the Walking the Way Stewardship Program (fromThe Episcopal Network Stewardship –TENS) in 2015 for 2016 year?

YES ! N

If not, what annual stewardship campaign did you use?(Letter Campaign, Cottage Meetings, Festive Meal, Home Visitation,combination, other (please explain.)

Did you see an increase in total dollars pledged for 2016? YES ! N

If so, what was the percentage (%) increase in dollars pledged? %

Did you see an increase in number of pledging units for 2016? YES ! N

If so, what was the percentage (%) increase in # of pledge units? %

How many pledge units increased their giving from 2015 to 2016? #

* # of actual pledging units for 2016 year #

* # of potential pledging units (households) for 2016 year #

* Total dollars pledged for 2016 $

Can the Department of Stewardship assist your church during 2016?Describe below. YES !

dwtx parochial report packet for 2016 w audit

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