Leading congregations to lead people to actively follow Jesus Christ 

Devotion: Ephesians 3:7-10 7-8This is my life work: helping people understand and respond to this Message. It came as a sheer gift to me, a real surprise, God handling all the details. When it came to presenting the Message to people who had no background in God's way, I was the least qualified of any of the available Christians. God saw to it that I was equipped, but you can be sure that it had nothing to do with my natural abilities.

Devotion: Ephesians 3:7-10 8-10And so here I am, preaching and writing about things that are way over my head, the inexhaustible riches and generosity of Christ. My task is to bring out in the open and make plain what God, who created all this in the first place, has been doing in secret and behind the scenes all along. Through followers of Jesus like yourselves gathered in churches, this extraordinary plan of God is becoming known and talked about even among the angels!

Being in CollaborativeConnection Together

We Are Connectional• 866 churches in Missouri• 12 districts in Missouri• One annual conference in Missouri• Five jurisdictions in US and many

central conferences across globe• General Conference

Who is a Member of AC?

• Annual Conference• All clergy• Laity elected by each congregation• Additional laity selected by districts

Amendment 19• The Missouri Annual Conference has determined that in

addition to Elders and Deacons in Full Connection those now eligible to vote for General and Jurisdictional Conference delegates consistent with Constitutional Amendment 19 are:• Associate members• Provisional  members who have been approved by the Board of

Ordained Ministry and upon their election by the annual conference (they would not be eligible to vote until their election)

• Licensed Local pastors who have completed their MDIV or Course of Study and have been under appointment for two appointive years without interruption, immediately preceding annual conference. This would include full-time, part-time, and retired who meet the above criteria.

Leadership Staff

Rev. Bob FarrCongregational Excellence

Rev. Karen HaydenPastoral Excellence

Leadership Staff

Rev. Max MarbleMission, Service & Justice

Rev. Kendall WallerFinancial Administrative Ministries

Leadership Staff

Rev. Sherry HabbenConnectional Ministries and Communication

Clergy Relations

Trudy McManusClergy Relationsand Benefits Administrator

Jenny GraggExecutive Assistant

Camping & Retreat Ministries

Lee WalzExecutive Director

Francesca BurtonAdministrative Assistant

Youth & Young Adult Ministries

Bev BoehmerCoordinator of Collegeand Youth Ministries

Communications

Fred KoenigPublications Editor

Holly DavisGraphic Designand Web Services Manager

Safe Sanctuaries

Nancy CadyAdministrator

Christa DaroAssistant

Executive Assistants

Tammy CalcoteExecutive Assistant to

Rev. Bob Farr & Rev. Emanuel Cleaver, II

Bridget CaddellExecutive Assistant to

Sherry Habben & Kendall Waller

Accounting

Jim PauleyAccounting Manager

Karen McNeelyAccounts Payable

Accounting

Kristin HerronAccounts Receivable

Additional Staff

Mike HarrisonEvent Manager

Lorraine SandersReceptionist

Office of Creative Ministries

Dora ThackeryOffice Manager

Ann MortonFinancial Records

Office of Creative Ministries

Audrey PhelpsAssociate Director for Volunteers in Mission - National and International

Jeff BakerAssociate Director for Volunteers in Mission - Missouri

Office of Creative Ministries

Carol OliverAssociate Director for Heifer International

Terri WilliamsAssociate Director for the Festival of Sharing

Office of Creative Ministries

Carol KreamerCoordinator for the Mozambique Initiative

Bishop’s Staff

Bishop Robert Schnase

Rev. Elmer RevelleAssistant to the Bishop

Bishop’s Staff

Rev. Emanuel Cleaver, IIAssistant to the Bishop for African American Leadership Development

Dala DunnExecutive Assistant to Bishop Schnase

Extended Cabinet

From top: Rev. Yolanda Villa, Rev. Dwight Chapman, Rev. Karen Hayden, Brian Hammons, Rev. Kendall Waller, Rev. Bob Farr, Rev. Dale Stone, Rev. Cody Collier, Rev. Max Marble, Rev. Kurt Schuermann, Rev. Steve Cox, Rev. Bart Hildreth, Rev. Ann Rathert, Rev. David Norbury, Rev. Lynn Dyke, Bishop Robert Schnase, Rev. Sherry Habben and Rev. Sandy Nenadal

General Conference

The United Methodist Church is set up in a similar fashion to the American government:

General Conference is like the Legislative BranchThe Council of Bishops is like the Executive BranchThe 9 member Judicial Council is like the Judicial Branch

• The General Conference is the only body that can set official policy and speak for the denomination.

• There are nearly 1000 delegates from all over the world---1/2 lay and 1/2 clergy.

General Conference-continued

The General Conference

considers and makes decisions

on petitions and resolutions

which determine changes in

the Book of Discipline and Book

of Resolutions.

General Conference FundsGeneral Conference is held in years

divisible by 4.

The next General Conference will be held April 24 to May 4 in Tampa, Florida.

For more information go to www.gc2012.umc.org

2012 General Conference Delegates

LayBrian Hammons (1st)Larry Fagan (1st)Beverly Boehmer (1st)Shannon Meister (2nd)Randy L. Biggerstaff (3rd)Margie Briggs (5th)Andrew Ponder Williams (5th)

Clergy

Rev. Cody Collier (3rd)Rev. Emanuel Cleaver III (3rd)Rev. Dr. Steve Breon (5th)Rev. Bob Farr (5th)Rev. Amy Gearhart (5th)Rev. Matt Miofsky (7th)Rev. Robin Roderick (9th)

Jurisdictional ConferenceJuly 18-21, Oklahoma City

• One of the main tasks is electing new Bishops

• Sets budget every four years:• Jurisdictional administrative budget• Lydia Patterson Institute• SMU Campus Ministry• Mount Sequoyah

• For more information: http://scj.umportal.org/main/article.asp?id=3414

2012 Jurisdictional Delegates

LayMichael Sykuta (6th)Casy Andrews (6th)Don Mowery (6th)Ivan C. James (7th)Nathan Jeffries (7th)Christian Ricks (9th)Dr. Jerry G. Akins (9th)

Clergy

Rev. Ron Watts (11th)Rev. Jim Downing (11th)Rev. Andy Bryan (11th)Rev. Dr. Sally Haynes (11th)Rev. Yolanda Villa (11th)Rev. Lynn Ann Dyke (12th)Rev. Kendall A. Waller (12th)

More Information

• Missouri Conference• http://www.moumethodist.org

Rev. Sherry Habben Director of Connectional Ministries

and CommunicationsThe Missouri Conference3601 Amron CourtColumbia, MO 65202573-441-1770shabben@moumethodist.org

Leading congregations to lead people to actively follow Jesus Christ 

Rev. Kendall WallerDirector of Finance & Administrative

Ministries

Apportionments

• What is an apportionment?

• How are they calculated?

• Where do they go?

The Apportionment Formula• The decimal for each local church

will be based on a single expenditure-based factor: three years’ average of the expenses reported in Columns 53 thru 62 less column 61A (Pre-school, Nursery School, After School and Mothers’ Day Out Programs) of Statistical Table II as published in the respective years of the Conference Journals.

2010 Statistics

Figuring Sheet

Apportionment Resources• Go to www.moumethodist.org then

click Offices, Treasurer and Financial Ministries, Apportionments, Sharing God’s Gifts

• Or http://moumethodist.org/console/files/oForms_YJ7JB6/Apport10_3DCKFHSN.pdf

2011 2012 $ %

Approved Approved ChangeChang

eGENERAL CHURCH SUPPORT

A World Service $1,946,098 $1,920,546 ($25,552

) -1.3%B Ministerial Education Fund 657,439 637,201 (20,238) -3.1%C Episcopal Fund 546,192 585,006 38,814 7.1%D Black College Fund 262,241 254,151 (8,090) -3.1%E General Administration Fund 212,359 219,346 6,987 3.3%F Africa University Fund 58,692 56,881 (1,811) -3.1%

GInterdenominational Cooperation Fund 51,230 50,438 (792) -1.5%

H Jurisdictional 125,139 125,139 0 0.0%

Total General Church Support $3,859,390 $3,848,708 ($10,682

) -0.3%

CONFERENCE SUPPORT

I Congregational Excellence $2,087,265 $1,739,499 ($347,76

6) -16.7%J Pastoral Excellence 185,719 770,465 584,746 314.9%K Ordained Ministry Team 265,517 265,517 0 0.0%L District Superintendents 1,732,575 1,743,730 11,155 0.6%M Clergy Support 2,394,204 2,379,132 (15,072) -0.6%

N Connectional Ministries 2,019,383 1,775,446 (243,937

) -12.1%

OMission, Service & Justice Ministries 450,587 442,241 (8,346) -1.9%

P Conference Administration 747,684 836,680 88,996 11.9%Total Conference Support $9,882,934 $9,952,710 $69,776 0.7%

TOTAL APPORTIONMENT$13,742,32

4 $13,801,41

8 $59,094 0.4%

General Church, $3,848,708,

28%

Confer-ence,

$9,952,710,

72%

2012 Budget

Incorporation

• Why incorporate?

• Types of incorporation

Missouri Secretary of State Robin Carnahan• http://www.sos.mo.gov/Business/

corporations/forms.asp

501C3

• go to www.sos.mo.gov (Missouri Secretary of State)

• Business tab• Corporations• Search for a

Business

Name

COMMUNITY UNITED METHODIST CHURCH OF COLUMBIA

Name Type

Legal

Non-Profit Corporation - Domestic – InformationCharter Number: N00011647

Status: Good Standing

Entity Creation Date: 8/20/1971

State of Business.: MO

Expiration Date: Perpetual

Last Annual Report Filed Date: 7/19/2009

Last Annual Report Filed: 2009

Registered Agent

Agent Name: JAMES V. HOGAN, III

Office Address: John Stafford, 3301 West Broadway Columbia MO 65203

33

Audit Forms

• What is an audit?

• Why do we need an audit?

MISSOURI CONFERENCE OF THE UNITED METHODIST CHURCH

REPORT OF THE ANNUAL AUDIT "The committee (Finance Committee) shall make provision for an annual audit of the records of the financial officers of the local church and all its organizations and shall report to the charge conference." (Par. 259.4c) Additional information including a Local Church Audit Guide is available on the General Council on Finance and Administration web page: www.GCFA.ORG. Please use this audit form to report the findings and recommendations of the audit of 2008 financial records. Church: Charge: District: Conference: For period beginning: ending: Receipts, Disbursements, and Balances:

Name of Local Church Fund

Balance at Beginning of

Period

Cash Received and

Recorded

Total Disbursements

for Period

For Transfers

+ (-)

Balance End of

Period

Total amount of cash in all treasuries of the church:

Recommendations:

Auditors/Audit Committee has examined accounts listed, has reviewed procedures, has reconciled receipts and disbursements with bank deposits and bank balances, and has found the balances displayed to be correct, procedures proper, and records properly kept, except as noted below:

Signed by Auditor or Chair of Audit Committee: Date:

Audit Form

http://moumethodist.org/forms/detail/419

The Local Church Audit Guidehttp://www.gcfa.org/sites/default/files/u3/local%20church%20audit%20guide%202011_0.pdf

Tax Considerations for Clergy• Professional Expenses

• Housing Allowances

• Utilities

• 1099’s & W2’s

• GCFA Tax Packet available athttp://www.gcfa.org/tax-packet

Tax Considerations for Churches

Giving receipts Any gift over $250 Should include the statement, “No

goods or services were provided to you by the church in connection with any contribution or their value consisted entirely of intangible religious benefits.”

Tax forms

Record Retention

Resources

• General Council on Finance and Administration

• www.gcfa.org

Insurance Considerations• Run Adequate coverage

• Missouri Conference UMPACTAdministration TeamToll Free 1-800-724-7591Fax 1-866-947-4593E-mail: MOPACT@AJG.COM

Stewardship Toolkit

• www.moumethodist.org/stewardship

Rev. Kendall WallerDirector of Finance & Administrative

MinistriesThe Missouri Conference3601 Amron CourtColumbia, MO 65202877-736-1806kwaller@moumethodist.org

Trudy McManusClergy Relations and Benefits

Administrator

Clergy Relations & Benefits

Caring for those who serve

Pension

• All active clergy – full time, part time, student local pastor

• Church is invoiced monthly

Pension Plan

• CRSP – Clergy Retirement Security Program

• General Board of Pensions and Health Benefits is the administrator

• 2 components to the plan:• Defined Benefit• Defined Contribution

CRSP

• Defined Benefit• Paid out as an annuity at retirement• Formula:

1.25 % x DAC at retirement x years of service in the CRSP plan

2% annual increase after retirement

CRSP

• Defined Contribution

3% of compensation

Paid as cash at retirement

CRSP billing

• Church is billed 12.22% of pastor’s compensation

• 3% for Defined Contribution• 9.22% for Defined Benefit

Invoiced monthly via paper statement from the conference office.

UMPIP – United Methodist Personal Investment Plan

• Optional• Additional funds for retirement• Set up at anytime• Before-tax or After-tax

contributions• %age or $ basis• “Hardship” withdraws allowed• Accessible at age 59 ½• You can direct the investment

CPP

• Clergy Protection Plan• Death and Disability• Full time clergy only

CPP death benefits

Death of active full time clergy:$50,000

Death of retired clergy:30% of DAC at time of death

Spouse and dependent death benefits

CPP Disability

• Must have 2 years in plan• Can apply for benefits if unable to

work for at least 6 months due to disabling condition

• Determination is made by GBOP• 70% of compensation, paid

monthly

CPP continued:

• Optional Life Insurance Plan for Clergy enrolled in CPP

• Enrollment through General Board open enrollment• September 2011

HealthFlex

• Full time Elders, Associate Members and Local Pastors – mandatory

• Church pays for Clergy• Umbrella Plan – includes:

• Medical: United HealthCare• Dental: Cigna• Pharmacy: Medco• Mental Health: United Behavioral Health• Vision: VSP (Vision Service Plan)

HealthFlex

• Optional dependent coverage – clergy responsible for payment

• Billing is sent to the church• Cost:

• Clergy $730/month• 1 Dependent $653/month• Family (more than 1 dependent)

$1030/month

HealthFlex

• Eligibility• Must enroll within 30 days of becoming

full time• Dependent enrollment available:

• Within first 30 days of eligibility• Open enrollment – month of November• Within 30 days of qualifying event

• Including spouse losing other coverage

Wellness Program?

Wellness Programs

• Successful wellness programs change behavior by making it fun and/or rewarding.

Play video http://www.youtube.com/watch?v=2lXh2n0aPyw

2011 Wellness Programs• Again for 2011!• Virgin HealthMiles – pedometer

Earn up to $300Must enroll to receive

incentives for 2011www.virginhealthmiles.com

2011 Wellness Programs

HealthQuotient (HQ)Must complete the HQ between August 1- September 30, 2011 or you will be accessed a deductible surcharge of $250/individual, $500/family in 2012

Go to http://www.gbophb.org/ and click on Healthflex/WebMD to get started

2011 Wellness ProgramsQuest Diagnostic Screening

Must complete at a local Quest Laboratory by July 31, 2011. Will receive $100 Healthcash if enrolled in HealthFlex & VHM.

A Quest Screening is a blood test. Provides information about: Cholesterol Levels, Heart Disease Risk, Stroke Risk, Diabetes Risk And Management, Thyroid Abnormalities, Kidney Disease, Anemia Or Iron Overload, Liver Disease, And Prostate Cancer In Men

Salary Reduction

• Medical Reimbursement Account (MRA)

• Dependent Care Account (DCA)• Sign up during Open Enrollment

(November)• Line 9a and 9b of Pastoral Support

Form• Billed to church on invoice• Maximum of $5000/year

Healthcare Reform

• Changes for 2011• Coverage of dependents until age 26

regardless of student/dependent status• Lifetime limit removed• OTC drugs will not be reimbursed

through Medical Reimbursement Accounts (MRA)

Full Time or Part Time

• For purposes of determining benefits – • Full or part time status is based on

compensation• Compensation is

• Salary (line A) + Housing (line B),or

Salary (line A) + ParsonageOn your Pastoral Support form

Full Time or Part Time

• Full time compensation for Local Pastors:• 2011 - $41,866

• 2012 - $43,235

Review

• Full time clergy benefits:

• CRSP (pension plan – PT and FT))

• CPP (death and disabilty – FT only)

• HealthFlex (health insurance – FT only)

Review

• Part time clergy benefits

CRSP

Review

• Full time or part time?• Determined by compensation

• Compensation: Salary + Housing /Parsonage• Line A and Line B on Pastoral Support

Form

Review

• Must enroll for benefits within 30 days of eligibility

• Get enrollment materials from Trudy McManus or your district office

The Connection

• Local Pastors connect to their District office

• Elders and Deacons connect to Conference office

• Chair of the Fellowship• Dave Hackett

Resources

• Conference Office• Clergy Relations & Benefits• 573-441-1770, or toll free 877-736-

1806• Trudy McManus• Email: Tmcmanus@moumethodist.org

• General Board of Pensions and Health Benefits 800-851-2201 www.gbophb.org

Adaptive Learning and Leadership• What we have been doing is not

working• The answers we need have not been

found yet• We must develop the answers we

need for today….• Collaborative learning• Searching the internet• Discussion • Trying new things and risking failure

Faith Development Resources

Leading congregations to lead people to actively follow Jesus Christ