Administration & Finance News - The Episcopal Diocese of Northern California

U.S. Citizenship and Immigration Services has released a revised Employment Eligibility Verification Form I-9 for use. Employers are required to complete a Form I-9 for every employee hired in the United States.

In accordance with the Apportionment Forgiveness Guidelines Memo posted on November 23, 2010, congregations that remain fully current on all financial obligations to the diocese at the end of the year 2012 will be eligible for an apportionment rebate of two percent. To apply for this rebate, congregations must: - Be current with their apportionment, including submission of the Year-end Reconciliation and final payment for 2012, due January 31, 2013.  - Be current on any loans from the dioce...

2013 Federal Reporting Requirements For Episcopal Churches & 2013 Tax Guide For Episcopal Ministers As part of Church Pension Fund’s commitment to conserve natural and financial resources, we are providing a link to their 2013 Federal Reporting Requirements for Episcopal Churches online booklet PDF file published on February 15, 2013. The PDF file is posted on the Church Pension Fund website, and is a great resource for learning more about federal reporting obligations related to payroll for...

The newly updated 2013 TMR (Treasurer's Monthly Report) is now available on the diocesan website and ready to use going forward. You will find that the line-by-line "Instructions" tab now has simplified instructions. Additionally, three lines have been NEWLY NAMED: line b: Investment Income line e: Diocesan Rebates & Grants line p: Apportionment Rebate In the previous edition of the 2013 TMR, the lines were FORMERLY NAMED: line b: Net Investment & Endowment Income line e: Diocesan Assist...

The Parochial Report is due March 1, 2013. The Episcopal Church (TEC) has been collecting the information called for on the Parochial Report since the first General Convention. In 1804, the Committee on the State of the Church was established to review this information and prepare a summary report to general Convention.

by Cassie Bangerter, Controller What is The Small Business Tax Credit: As part of the Health Care Reform legislation, a tax credit of up to 25 percent of health premiums was created for small businesses as an incentive for providing insurance for their employees.  This credit became available in the tax year 2010.  In order to be eligible for the credit, your business (church/school/organization) must have no more than 25 full time equivalent (FTE) employees, average employee wages of ...

TMR (Treasurer's Monthly Report) Form Update It has come to the Admin & Finance Department's attention that there is a formula calculation error in the 2012 and 2013 TMR (Treasurer's Monthly Report) Form Reconciliation worksheet tab. After you complete your existing TMR 2012 Form, please email Stephanie Moulton (Stephanie@norcalepiscopal.org)the fully completed entire TMR Excel workbook in Excel file format and not a PDF. The formula in the Reconciliation worksheet tab will then be updated a...

As you elect new officers at your congregation's Annual Meetings, the Office of the Bishop needs to know of any changes to your congregation leadership. Please click here to download the Church Officer's Data Collection Form for 2013. Please complete this form and submit it to Tamoya Brewster at tamoya@norcalepiscopal.org.

by Nicole Baxley, Office Manager & News Editor The Employment Practices & Benefits (EP&B) Committee recommended a 1.5% COLA (Cost-Of-Living-Adjustment) increase from 2012 for 2013 that was approved. Should your congregation choose to apply this COLA increase to clergy and lay employee salaries, please follow the steps listed below to properly report any changes. Changes to Employee Salary *There are two steps to complete a salary change for any employee Clergy: Step 1: Update Salary ...

The 2011 Episcopal Church Compensation Report published by the Church Pension Group is now available on-line. This publication is an analysis of clergy compensation Church wide (taken from Parochial Report data). Click here to view the 2011 Episcopal Church Compensation Report.