PAROCHIAL REPORT 2011 PACKAGE

8/8/2019 PAROCHIAL REPORT 2011 PACKAGE

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THE 2010REPORT OF EPISCOPAL CONGREGATIONS AND MISSIONSACCORDING TO CANONS I.6,I.7, AND I.17

(OTHERWISE KNOWN AS THEPAROCHIAL REPORT)

Name of Congregation Diocese

Street Address1 City State

Street Address2 Zip + 4 County

Mailing Address1 Mailing City State

Mailing Address2 Zip + 4 Phone #

Federal Tax ID# Email Address Congregation's Web Address

http://

Report PreparationPage 2. Prepared by: Daytime Phone

Page 3. Prepared by: Daytime Phone

Certified by the Clerk of the VestryCertified by (Print or type name)


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Certified by (Print or type name)

Congregation City Diocese Page 2

Membership, Attendance and Services of the Reporting Congregation

Using Last Year's Report: Using the 2009 Parochial Report, record theNumber of Baptized MembersActive Baptized Members of Reported as of December 31, 2009. (See your 2009 Parochial Report, Box M09.)the Reporting Congregation

Reported Last Year Members Reported Last Year = M09.

Using the Register of Church Membership and Rites:

During the Report Year 1. Increases during year: All members added to the baptized members section of thecongregation'sMembership Registerduring 2010 by: baptism, confirmation/reception, or transfer; andthose persons restored from inactive status, or not counted in last year's membership count.

Increases in Membership Total Increases = 1.

2. Decreases during year:All active baptized members lost by death, transferred to anothercongregation, removed to inactive status in theRegister of Church Membership and Rites, removedfor other reasons, or not removed from last year's membership count.

Decreases in Membership Total Decreases = 2.

Active Baptized Members of M10. Add the increases entered in box 1 toBoxM09. Then subtract the decreasesthe Reporting Congregation entered in box 2 for the total active membership as of December 31,2010.At Year-End

Total Active Baptized Members (end of report year) = M10

Communicantsin Good 3. All communicants in good standing: Allbaptized membersof the reportingStanding of the Reporting congregation, who have received Holy Communionat least three timesduring the

Congregation preceding year and are faithful "in corporate worship, unless for good cause prevented,"and "in working, praying, and giving for the spread of the Kingdom of God."

All communicants (adults and youth) in good standing = 3.

Youth in Good Standing 4.Those communicants in good standing (counted on line 3) who are under 16.

Communicants in good standing who are under 16 = 4. _______

Others Active 5. Others who are active whose baptisms arenotrecorded in theMembership Register, or in another Episcopal congregation. Others = 5. _______

Using the Service Register:Average Sunday Attendance 6. Sunday (&Saturday Evening)Attendance:Divide total

for 2010 attendance by number of Sundays. Avg. Sunday Attendance = 6.


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Stewardship and Financial Information of the Reporting Congregation

Giving Information for 2010:Number of Pledges 1. Number of signed pledge cards for 2010-report year (1)

Total $ Pledged 2. Total dollar amount pledged for 2010-report year (2)$Report of Revenues and Expenses for 2010:

Operating Revenues 3. Plate offerings, pledge payments & regular support (3)

4. Money from investments used for operations in 2010 (4)

5. Other operating income, including unrestricted gifts& restricted gifts used for operations & contributionsfrom congregation's organizations (5)

6. Unrestricted bequests used for operations (6)

Subtotal Normal Operating Income (3+4+5+6) =A

7. Assistance from diocese for operating budget (7)

Total Operating Revenues (A+7) = B

Non-Operating Revenues 8. Capital funds, gifts & additions (8)

9. Additions to endowment & other investment funds (9)10. Contributions & grants for congregation-based

outreach & mission programs (10)

11. Funds for transmittal to other organizations (11)

Subtotal Non-Operating Revenues (8+9+10+11) =C

Total All Revenues (B+C) = D

Operating Expenses 12. To diocese for assessment, apportionment, orfair share (12)

13. Outreach from operating budget (13)

14 All th ti (14)


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Priest(s) Serving this CongregationLast name of Rector, Vicar, Dean, Priest-in-charge or interim First name Middle name

Title of position Year ordained Diocese of canonical residence

Employment status at this congregation:

Full time Part time Non-stipendiary

Year called to thiscongregation:

Church pension status:

Active Retiree Non-active

Name of other congregation(s) currently served by this priest (if any)

Last name of associate priest, assisting priest or curate First name Middle name







Last name of associate, assisting or other priest First name Middle name







Last name of associate, assisting or other priest First name Middle name








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GENERAL INSTRUCTIONSFOR COMPLETING THE 2010PAROCHIAL REPORT

FILING AND PAGE 1

File your Parochial Report online at http://pr.dfms.org using the UEID and PIN that are printed on the cardthat was included along with this instruction sheet in your Parochial Report packet. Do not forget to includethe dash in the middle of your UEID when you log on. If you are unable to file online, mail your completedParochial Report to your diocese. Please do not send your form to New York.

Review your pre-printed addresses on Page 1 and correct them if there are errors or if information is blank.On your street address, do not give an intersection as your address. Give an actual street address and zipcode of where you hold worship services. This address is not used for mailing purposes, but to identify thephysical location of your place of worship.

PAGE 2:MEMBERSHIP,ATTENDANCE, AND SERVICES

Active Baptized Members of the Reporting Congregation Reported Last Year . This number willappear automatically on the electronic data entry form and may also appear pre-printed in Box M09 of the

hard copy Parochial Report form. Do not change this number unless it is blank, zero, or if it is incorrectbecause your congregation failed to file a 2009 Parochial Report.

Active Baptized Members of the Reporting Congregation. For statistical purposes the Episcopal

Church counts only active baptized members. Inactive members should be noted as inactive in the Register

of Church Membership and Ritesand should not be counted in the Parochial Report. By canon law they

should remain on the membership rolls, however, until removed by reason of transfer or death.

Enter all active baptized members added during 2010 to the Total Increases line (1.). Enter all of theactive baptized members removed by death, transfer or to your inactive roll during the year in line 2. Addthe increases to your membership total from last year and subtract your decreases to get your currentactive, baptized membership total (M10).


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congregation does not hold services on Sunday, it is appropriate to count attendance at services onanother day as Sunday services (unless most of your participants attend Sunday services elsewhere).

Sacraments and Services. This section refers to services held, not the people who attended them.

Refer to the Workbook for Page 2 for additional information about recording services (available athttp://generalconvention.org under Parochial Reports).

PAGE 3:STEWARDSHIP AND FINANCIAL INFORMATION

Pledge cards. On line 1, enter all persons, adults and children, who signed a pledge card (number ofsigned pledge cards) or some other pledge of record (signed note or letter of pledge) for the Report Year.

Amount pledged. On line 2, enter the total amount pledged. This number does not refer to the amountof pledge income that was actually received.

General Description of Operating Revenues and Expenses: All funds, from whatever source, that areused for the general operation of the congregation are operating revenues. The general operation of thecongregation includesbut is not limited tocompensation of clergy & lay staff, all expenses related tooperating and insuring the building(s), expenses of the music program, church school, adult educationprograms, flowers and supplies for the altar, diocesan quota or assessment, utilities, and office expenses.

Because operating revenues are defined as the funds that are used to pay operating expenses, TotalOperating Revenue will typically equal or nearly equal Total Operating Expenses.

Money received from investments used for operations in 2010. Line 4 does not refer to gains orlosses in your congregations investments, but rather to funds transferred from your investments to youroperating budget. A negative number cannot be reported here because it is incorrect.

Non-operating revenue. Funds included here are not part of a congregations operating budget. All

funds received that were used for a non-operating purpose (expense) must also be non-operatingrevenue. Thus, funds received via plate or pledge but that were transferred to your investments shouldnot be counted in line 3. They should be counted in line 9. If they are spent at some later date for anoperating purpose, the amount transferred from investments into the operating budget is recorded in line


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GENERAL INSTRUCTIONSFOR COMPLETING THE 2010PAROCHIAL REPORT

FILING AND PAGE 1

File your Parochial Report online at http://pr.dfms.org using the UEID and PIN that are printed on the cardthat was included along with this instruction sheet in your Parochial Report packet. Do not forget to includethe dash in the middle of your UEID when you log on. If you are unable to file online, mail your completedParochial Report to your diocese. Please do not send your form to New York.

Review your pre-printed addresses on Page 1 and correct them if there are errors or if information is blank.On your street address, do not give an intersection as your address. Give an actual street address and zipcode of where you hold worship services. This address is not used for mailing purposes, but to identify thephysical location of your place of worship.

PAGE 2:MEMBERSHIP,ATTENDANCE, AND SERVICES

Active Baptized Members of the Reporting Congregation Reported Last Year . This number willappear automatically on the electronic data entry form and may also appear pre-printed in Box M09 of the

hard copy Parochial Report form. Do not change this number unless it is blank, zero, or if it is incorrectbecause your congregation failed to file a 2009 Parochial Report.

Active Baptized Members of the Reporting Congregation. For statistical purposes the Episcopal

Church counts only active baptized members. Inactive members should be noted as inactive in the Register

of Church Membership and Ritesand should not be counted in the Parochial Report. By canon law they

should remain on the membership rolls, however, until removed by reason of transfer or death.

Enter all active baptized members added during 2010 to the Total Increases line (1.). Enter all of theactive baptized members removed by death, transfer or to your inactive roll during the year in line 2. Addthe increases to your membership total from last year and subtract your decreases to get your currentactive, baptized membership total (M10).


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congregation does not hold services on Sunday, it is appropriate to count attendance at services onanother day as Sunday services (unless most of your participants attend Sunday services elsewhere).

Sacraments and Services. This section refers to services held, not the people who attended them.

Refer to the Workbook for Page 2 for additional information about recording services (available athttp://generalconvention.org under Parochial Reports).

PAGE 3:STEWARDSHIP AND FINANCIAL INFORMATION

Pledge cards. On line 1, enter all persons, adults and children, who signed a pledge card (number ofsigned pledge cards) or some other pledge of record (signed note or letter of pledge) for the Report Year.

Amount pledged. On line 2, enter the total amount pledged. This number does not refer to the amountof pledge income that was actually received.

General Description of Operating Revenues and Expenses: All funds, from whatever source, that areused for the general operation of the congregation are operating revenues. The general operation of thecongregation includesbut is not limited tocompensation of clergy & lay staff, all expenses related tooperating and insuring the building(s), expenses of the music program, church school, adult educationprograms, flowers and supplies for the altar, diocesan quota or assessment, utilities, and office expenses.

Because operating revenues are defined as the funds that are used to pay operating expenses, TotalOperating Revenue will typically equal or nearly equal Total Operating Expenses.

Money received from investments used for operations in 2010. Line 4 does not refer to gains orlosses in your congregations investments, but rather to funds transferred from your investments to youroperating budget. A negative number cannot be reported here because it is incorrect.

Non-operating revenue. Funds included here are not part of a congregations operating budget. All

funds received that were used for a non-operating purpose (expense) must also be non-operatingrevenue. Thus, funds received via plate or pledge but that were transferred to your investments shouldnot be counted in line 3. They should be counted in line 9. If they are spent at some later date for anoperating purpose, the amount transferred from investments into the operating budget is recorded in line


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INSTRUCTIONS FOR 2010 PAROCHIAL REPORT

TO: Those who fill out parochial reports

FROM: Barbara Baugh

DATE: December 28, 2010

Enclosed in this packet are several very important items regarding the 2010 Parochial Report which isdue in the office of the Diocese of West Texas by February 1, 2011. They are:

Diocesan supplemental information pages

Letter from General Convention

Card with UIED and PIN numbers Keep this card The numbers will not change

The 2010 Report of Episcopal Congregations and Missions (Parochial Report)


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MEMORANDUMDecember 28, 2010

street number and zip code rather than the intersection of streets . You will need the UIEDnumber and PIN number for your church. There is a card included in your packet containing this

information. Save this card because these numbers remain the same from year to year. If you needassistance in putting your report online, please call me.

Here are a few quick tips to assist you:

Do not forget to obtain the appropriate signatures on the first page of the report.

Federal Tax I.D. No. Your congregation should have this number which is issued to

churches as well as to businesses for identification of employers. If you do not haveone, you need to apply for one.

Do NOT report in dollarsand cents. ROUND OFF TO THE NEAREST DOLLAR.When you file online, this is done for you automatically.

Please note that there are 9 additional items enclosed in this mailing. The brief, but importantDiocesan reports, must be completed and mailed with your parochial report:

1. Instructions for filing online2. Salaries for 2011 (report has some small changes from last year)3. Diocesan Stewardship Statistics for 2011 (report has some small changes from last

year)4. Church Officials for 20115. Vestry or Bishops Committee for 2011

6. Certification of Insurance7. Instructions for Audit Committee Team Members8. Necrology form9. Workers Compensation Payroll 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://pr.dfms.org

2. Select Parochial Reports and left click File Report to become linkedto a menu that will ask for your Universal Episcopal Identifier number(UEID) followed by your password. (If you need these numbers,

please contact Barbara Baugh, 888/210-824-5387, ext. 111)

3. Go to Update Name and Address to check this information. Makeany changes, then Save or click Cancel if nothing has changed sincelast year.

4. Select Update File Information. Make any changes, then save

before returning to the system menu.

5. Choose Vital Statistics and Financial Statistics successively toenter the needed data. Now go to Mark Report Complete. ClickConfirm to submit Parochial Report, then exit at the bottom of thescreen to exit the program.

6. Go to View/Print Parochial Report to obtain a hard copy to review.Select the correct year and left click the Submit button for the reportto download. You can re-enter at will to make changes or updates.


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SALARIES FOR 2011

Church _______________________________________ City _______________________

Instructions: List the Title: Rector, Vicar, Assistant, etc., followed by the Annual Cash Salary for the year 2011. Indicate whether Housing, Utilities, or Auto are provided and amounts. (Indicate amounts if provided by the congregation, e.g., if clergyperson is provided a church-owned rectory or if

utilities are paid by the Church.) Please answer the question concerning Equity Allowances.

CLERGY POSITION CASH SALARYINCL. SECA

HOUSINGALLOWANCE

UTILITIESALLOWANCE

AUTO/TRAVELALLOWANCE

CONTINUINGEDUCATION

ALLOWANCE

MEDICALINS.

PENSION

$ $ $ $ $ $ $ $

$ $ $ $ $ $ $ $

$ $ $ $ $ $ $ $

Is clergyperson who lives in a church-owned rectory provided with an Equity Allowance? Yes ___ No ___

OTHER SALARIES FOR 2011

Please enter actual amounts, not a check mark. Additional spaces provided on the reverse side

LAY POSITION ANNUALSALARY

YEARS OFSERVICE

PARTTIME

# OF HOURS

FULLTIME

# OF HOURS

VOLUNTEER DISABILITYINSURANCE

L/T S/T

MEDICALINS. $

PENSION$ AND %

Christian Ed Director $ $ $ %

Lay Minister $ $ $ %

Music Director $ $ $ %

Organist $ $ $ %

ParishAdministrator

$ $ $ %

Secretary $ $ $ %

Sexton $ $ $ %


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LAY POSITION ANNUALSALARY

YEARS OFSERVICE

PARTTIME

# OF HOURS

FULLTIME

# OF HOURS

VOLUNTEER DISABILITYINSURANCE

L/T S/T

MEDICALINS. $

PENSION$ AND %

Youth Minister $ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

$ $ $ %

Organists, nursery workers, etc. should be considered paid employees. An independent contractor must provide their own supplies, come on their own schedule, and have proof ofworkers compensation and liability insurance (a copy should be kept on file at the church).

(Revised - 01/20/11)


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STEWARDSHIP STATISTICS 2010 Actual & 2011 Estimate

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

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

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 congregationalWills Clinics, Final Affairs Fairs, and to teach the ABCs of estate planning

Church ____________________________________________ City ___________________

2011 Stewardship/EMC/Planned Giving Contact Persons with E-mail __________________

___________________________________________________________________________________________________________________________________________

__________________________________________________________________

S t e w a r d s h i p 2 0 1 0 / 1 1Did you use the Herb Miller New Consecration Sunday StewardshipProgram in 2010?

YES NO

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

Did you see an increase in total dollars pledged for 2011? YES NO

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

Did you see an increase in number of pledging units for 2011? YES NO

If so, what was the percentage (%) increase in # of pledge units? %How many pledge units increased their giving for 2011? #

* # of actual pledging units for 2011 year #

Pleasere

turnthisformwithyourpa


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CHURCH OFFICIALS FOR THE YEAR 2011(Please print or type)

Church ___________________________________________ Street Address ___________________________________________

Mailing Address (if different than above) ________________________________________________________________________

Church Phone Number _________________ Fax Number ____________________E-mail Address_________________________

TITLE NAME MAILINGADDRESS

PHONENUMBER

E-MAIL ADDRESS

Senior Warden(if Parish)

Bishops Warden(if Mission)

Treasurer

Christian EdDirector

ParishAdministrator

Secretary

Secretary

Secretary

FinancialSecretary

Communications

Music

Youth

Lay Ministry


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PLEASE LIST ALL CLERGY (SALARIED ONLY):

TITLE NAME1.

2.

3.

4.

5.

NONSTIPENDIARY CLERGY

1.

2.

3.

OTHER PAID EMPLOYEES (NUMBER ONLY)

PAROCHIAL SCHOOL INFORMATION OR MOTHERS DAY OUT INFORMATION(Circle the one that applies)

Name of school ________________________________________________ Phone ________________________

Address ______________________________________________________ Zip ___________________________

Headmaster, Principal, or Director ______________________________________________________________

Grade or age levels ____________________________________________ Capacity ______________________


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VESTRY OR BISHOPS COMMITTEE FOR THE YEAR 2011(Please print or type)

Church ____________________________________________________________________________________________________

NAME MAILING

ADDRESS

PHONE

NUMBER

E-MAIL ADDRESS

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12

13.


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15

16.

17.

18.

19.

20.

21.

22.


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CERTIFICATION OF INSURANCE - 2011

Church _______________________________________

City __________________________________________

INSURANCE

INSURANCECATEGORY

NAME OF PRIMARY INSURANCECANON I.6.1 (3)

COVERAGE

Building(s) $

Contents of Building(s) $

Bonding $

Workers Compensation $


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NECROLOGYFebruary, 2010, through January, 2011

CHURCH____________________________________CITY______________________

The following deaths have occurred from February, 2010, through January, 2011,of those persons who served the diocese on Vestries, Bishops Committees,Council Delegates, officers of the diocese, Diocesan Altar Guild, or otherdiocesan committees:

NAMES:


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NAME INSURED POLICY NUMBER 46 WE LO4627

ADDRESS POLICY TERM 1/1/2010 - 1/1/2011

CITY, STATE ZIP FEDERAL I.D. #

INSTRUCTIONS - Please provide your 2010 ACTUAL NUMBER OF EMPLOYEES AND WAGES in the appropriate columns below.

1. Indicate under the appropriate classification(s) the amount of employee(s) gross salary, including housing and utility allowances for clergy.2. Payroll for contractors performing Church related operations must be included, unless they have provided evidence of their own WC coverage.

3. DO NOT include any salaries paid by the diocese.

4. Return this form by mail, FAX (210) 824-2164 or email to the Bishop Jones Center to [email protected] on or before January 31, 2011.

# of Empl.

CHURCH PROFESSIONAL

Clergy, Deacons, Supply Clergy & Interim Priests

Clerical Employees

Organist, Choir Member

Sexton/Other, Maintenance Employees, CooksChild Care during Worship Service

Other: (Provide Brief Job Description, i.e. Youth Minister)

SCHOOL PROFESSIONAL

Teachers

Maintenance Employees, Cooks

Clerical Employees

Other: (Provide Brief Job Description)

CHILD DAY CARE CENTER

Professional EmployeesClerical Employees

Maintenance Employees

TOTAL PAYROLLS

Contact Name: (Please Print) Phone

The undersigned certifies that all salaries and wages earned by all persons employed are included in this report.

By Date

(Name/Title)

WORKER'S COMPENSATION - PAYROLL AUDIT REPORT - 2010

2010 ACTUAL WAGES

CLASSIFICATION OF WORK Total Earnings

Documents

PAROCHIAL REPORT 2011 PACKAGE