|
TO: All Pastors and Those who help gather and/or input information items for Tables I II III
There has not been a training on Tables I II III rescheduled for this year. Instead, after carefully reading all instructions on each of the Tables and in the letter from the Conference Treasurer, Mr. Tony Prestipino (we also emailed this letter to you with two pages explaining how apportionments are figured), we are advising pastors and those who need help gathering or inputting information correctly on the Tables to call the Florence District Statisticians, Sylvia & Rudy Hughes, 843-669-1418. Please leave a message, with your name & contact number, the Church’s name and an email address. The Statisticians will return the call. The Statistician will be supplied with all pastors’ Cell phone #’s to help facilitate questions-response time.
The deadline for all churches to have their Tables I II III completed online and to submit their Summary Sheets to the District Office is February 10, 2012. We need to hold you to that deadline. We appreciate the gathering of a few of these items early for Bishop Taylor which you emailed to the District Office by the January 10, 2012 deadline.
You get to your Tables the same way you entered your Charge Conference Information- www.umcsc.org, then enter your log in and password. We recommend that you change your password on entering, see the top of your home page “PASSWORD”. Give that password to anyone who is inputting the information for you. When complete, change the password again.
If you forget your login & password, the District Office can supply.
Please submit the first section of Table I of the online forms prior to working on any other table. This action creates your church's record to allow for saving the statistical data. This will also allow for Table III to be viewed/filled completely. Table I (Church Membership) must be completed, at least started and saved, before Table II and III will display the SAVE button.
You may open and enter data as often as you want, hitting the submit button after inputting the information as you receive it from your Treasurer; Finance Secretary; Committee on Finance; Membership Secretary; Presidents of UMW, UMM, Youth Ministers, and your Sunday School Superintendent and others in charge of keeping records of worship and formation groups at your churches. Or you may collect all info on a blank form and input it all at one time.
Input “O” on any lines with no number or $ amount to input.
Don’t forget that there are lines you won’t be able to fill in, gray shaded, 40-47 & 50-52. The Conference will input those lines later.
The most important change this year is that you will be able to see last year’s figures in the 2010 column that runs along the input column. That column is populated as you fill in information.
When you believe you have done all you can do:
1) Checked your figures
2) Proofed each printed Table.
3) There are no commas or decimals.
4) Then go to the red “FINALIZE Statistical Tables 1,2,and 3” on the first page.
5) It will bring up the SUMMARY SHEET.
6) Check your Net Funds Figures (lines 53 to 62) & membership number and the information that will come from the Supplemental form.
SUPPLEMENTAL FORM: SPECIAL NOTE TO PASTORS WHO RECEIVE HOUSING ALLOWANCE IN LIEU OF A PARSONAGE:
1) Complete the Supplemental form for Housing Allowance.
2) Housing Allowance (separate box below Charge Total – Ministerial Support form) and Housing Exclusion (line D – Ministerial Support form) are added together and placed on line 55.
3) The Housing Allowance submitted on Supplemental form will be backed out of Net Funds by the Conference.
4) The Housing Allowance only will show on the Summary Sheet.
7) If you wish to make corrections, the Summary Sheet page allows you to back out to recheck your figures by clicking on the blue strip that says: “If you wish to go back click here”
8) If all looks correct, you MUST hit the thin blue strip that states “To print summary to mail to District Office by…..” If you don’t hit that strip, your information doesn’t get forwarded to the Conference.
9) If you hit the thin blue strip to print and after submitting to District Office, you find that you made a mistake or you forgot to print your Tables, call the District Office, Mr. Tony Prestipino, Mr. Jim Crews, or the Statistician to open them up again.
10) EIN Numbers. If you have changed your EIN number (to stop using someone’s social security number or when you become incorporated), Mr. Tony Prestipino’s office needs to have on file a letter from the IRS verifying your new number. If your number is not what shows up when you open your forms, and you input a change, you need to call the IRS to send you a letter verifying your EIN number.
11) For time saving, we are asking that you hand write a note on your Summary Sheet if you can explain why your Net Funds have changed by 6% more or less.
12) If you wish the Statistician to leave your Accountable Reimbursement figures alone (when the entire amount is not used or more is used than approved by Administrative Council at Charge Conference time) please post “Actual Amount, please let this remain.” The Statistician will change to the amount on your Accountable Reimbursement form if it is not noted “Actual Amount”
13) Once you have turned in your Summary Sheet, please be on the lookout for an email or a call from the District Office or the Statistician. Check emails daily “SUBJECT: FLDIST TABLES I II III” and respond by phone or email: if there is no need to change anything, everything is correct as received, a Thank you Email will be sent. If there are questions, or a request to recheck figures or to advise you of changes made to your forms by the Statistician, please respond immediately to the Statistician. Time is of the essence.
14)If changes have been made online to your forms by the Statistician, you will need to manually correct on any printed copy of your TABLES. You may not be able to reprint these until the Journals go online after Annual Conference 2012.
Below are Helpful Hint Sheets.
TABLE I HELP
Log In & Password #’s: ___Pastor to update as needed from GCFA & Treasurer #
Employer Identification Number: __ID Number used on church bank account (Conference Treasurer requires any changed EIN to be confirmed with a letter from the IRS)
Line 1: Total number of members from Line #9 from the year____ DO NOT CHANGE THIS NUMBER.!
Line 2a: Total number received by Profession of Christian Faith.
Line 2b: Total restored by affirmation.
Line 2c: Correction to last year’s professing membership by addition. (Correct last year’s Line 1 if you need to
add members.)
Line 3: Transferred from other United Methodist Churches.
Line 4: Transferred from other non-United Methodist Churches.
ADD LINES 1-4 TOGETHER_______________________
Line 5a: Removed or corrected by CC action.
Line 5b: Withdrawn from Professing Membership.
Line 5c: Correction to last year’s professing membership by subtraction. (Correct last year’s Line 1 if you need to subtract members.)
Line 6: Transferred out to other UM Churches
Line 7: Transferred out to other non-United Methodist Churches.
Line 8: Removed by death
ADD LINES 5-8 TOGETHER __________________
Note: Affiliate, associate and baptized members (who have not yet become professing members) should not be counted as professing members.
SUBTRACT TOTAL OF LINES 5-8 FROM TOTAL OF LINES 1-4 AND PLACE ON
LINE # 9 _____________
Line 9a-9g: Racial/Ethnic make up of members. Must total Line #9
Line 9h-i: Male/Female make up of members. Must total Line #9
Line 10: Average attendance at all weekly worship service(s). Add attendance figures for each week together and divide by number of weeks. (Ex. 5,000 attendees divided by 52 weeks = 97 average)
Line 11: Number baptized in past year (2011) - all ages.
Line 12: Total of baptized members who have not become Professing Members (all persons who are baptized, but have not taken the vows of professing membership.
Line 13: Others for whom the church has responsibility (unbaptized children, church school members and other non members) Constituency roll.
Line 14: Total enrolled in confirmation preparation classes in 2011. ( If they were confirmed, report on Line 2a.)
COUNT PARTICIPANTS 15-19 ONLY ONCE EVEN IF THEY PARTICIPATE IN MORE THAN ONE GROUP:
Line 15 Number of children in all Christian formation groups & other group ministries. Usually 0-11 ages.
Line 16 Number of youth in all Christian formation groups & other group ministries. Usually 12-18 ages.
Line 17 Number of young adults is all Christian formation groups & other group ministries. Age 19-30.
Line 18 Number of adults in all Christian formation groups & other group ministries. Age 31+.
Line 19: Total Lines 15-18 and place on Line 19.
Line 20: Average SS attendance (all ages). Use same formula as you did for average attendance at weekly church services. Add attendance each Sunday and divide by number of weeks.
Line 21: Number of persons in active covenant discipleship groups (all ages)..
Line 22: Number of participants in Vacation Bible School .
Line 23: Number of ongoing classes (all ages) for learning in Sunday Church School
Line 24: Number of ongoing classes for learning (all ages) other than Sunday Church School . (# of classes held each week at times other than Sunday Church School that meet in places other than the church building for learning purposes).
Line 25: Number of short-term classes and groups (all ages) for learning. (Classes that meet less than all or most of the year. Ex. Discipleship Bible Study.
Line 26: Membership in United Methodist Men. (Chartered)
Line 27: Amount paid for projects by United Methodist Men
Line 28: Membership in United Methodist Women.
Line 29: Amount paid for local church and community work by United Methodist Women.
Line 30a: Number of UMVIM teams sent from this local church.
Line 30b: Number of persons sent out on UMVIM teams from this local church.
Line 31a: Number of other mission teams sent from this local church.
Line 31b: Number of persons sent out on other mission teams from this local church.
Line 32: Number of community ministries for daycare and/or education. (Note: see explanation under this line on form.)
Line 33: Number of persons impacted by community ministries for daycare and/or education. (Note: see explanation under this line on form.)
Line 34: Number of community ministries for outreach, justice and mercy. (Note: see explanation under this line on form.)
Line 35: Number of persons served by community ministries for outreach, justice and mercy. (Note: see explanation under this line on form.) (On a multi-point charge, count church members on their church of membership and split the community people served among the churches)
TABLE II HELP
Line 36: Include here: 1. Market value of :
A. Buildings
B. Parsonage (s)
C. Equipment (furnishings, musical equipment, etc)
Line 37: Include here: 1. Church owned assets
A. Other real estate
B. Personal property (stocks, cash, bonds, CDs, checking accounts, trusts, investments, all accounts (building), etc.
C. A parsonage not being lived in by a pastor (rented out, up for sale, just sitting there)
Line 38: Include here: 1. Debt
A. Debt secured by church property or
B. Assets
C. Mortgages
Line 39: Include here. 1. Other Debt
A. Debt not secured by church property or assets
B. Credit cards
C. Lines of credit
D. Lease to purchase agreements
Note: The sum of Lines 38 and 39 should equal the total debt currently held by the church.
Line 48: Money paid directly to any UM related institutions or causes and not sent to the Annual Conference Treasurer.
Line 49: Money given to any non-United Methodist charity, local help to persons in need (food, clothing, etc.), donations to any club, individual, etc. Do not include any money sent to the Treasurer for special programs, apportionments, etc. This line is not included in net funds.
Line 53: Include here: 1. Base Salary (Line A on the Ministerial Support Form)
2. Tax Deferred Pension Contribution (Line B)
3. Health Insurance (line C1) sent in by church for pastor. This is not the Direct Billing amount.
Line 54: Same as above in Line 53. Use same formula as for senior pastors.
Line 55: Include here: 1. Amount listed on Line D of Ministerial Support Form. This is the amount excluded for parsonage utilities, furnishings, etc. Also list HOUSING ALLOWANCE in lieu of a parsonage here.
Note: Total of pastor & associate if applicable.
SUPPLEMENTAL FORM: SPECIAL NOTE TO PASTORS WHO RECEIVE HOUSING ALLOWANCE IN LIEU OF A PARSONAGE:
1) Complete the Supplemental form for Housing Allowance.
2) Housing Allowance (separate box below Charge Total – Ministerial Support form) and Housing Exclusion (line D – Ministerial Support form) are added together and placed on line 55.
3) The Housing Allowance submitted on Supplemental form will be backed out of Net Funds by the Conference.
4) The Housing Allowance only will show on the Summary Sheet.
LLine 56: Include here: PASTOR EXPENSES ONLY
1. Vouchered travel expenses, (all appointed pastors)
2. Annual Conference Expenses,
3. Continuing Education and
4. Books, publications, & other reimbursable expenses
Line 57: Include here: PASTOR EXPENSES ONLY:
1. Cash allowances paid to all pastors for
A. Non-vouchered travel expenses,
B. Annual Conference expenses,
C. Health Insurance premiums not paid into Conference by local church
D. Any other cash allowances paid to pastor(s)
Line 58: Include here: 1. Total amount paid for Deacons
A. Salary
B. Benefits
C. Reimbursements
D. Utilities & housing
Line 59: Include here: 1. Diaconal ministers, deacons, etc.
A. Compensation/salary
B. Expenses, (travel, housing, utilities)
Line 60: Include here: l. Expenses and salary for:
A. Organist
B. Custodian
C. Any lay employees
Line 61: Include here: 1. Expenses for Church School (books, supplies, etc.); Expenses for other ministry groups, coordinators, councils, etc. under the direction of the local church council.
Line 62: Include here: 1. Church utilities
1. Janitorial Supplies
2. Property maintenance
3. Office Supplies
4. Insurance (church)
5. Clergy moving expenses
Line 63: Include here: 1. Principal & interest on loans and mortgages
Line 64: Include here: 1. Capital improvements
A. Cost of new property
E. Vehicles
H. Heating/AC
B. Musical equipment
F. Short-term rent for new congregations
I. Furniture
C. Equipment
G. Items that increase property value
D. Improvements/ renovations to buildings & property
Note: Lines 53-62 are used to determine net funds and calculate apportionments.
TABLE III HELP
Line 66: Number of households contributing to the local church. If someone in a household is listed as
contributing separately, count that individual separately.
Line 67a: Amount received through pledges. If the church does not conduct a stewardship campaign,
skip this line.
Line 67b: Amount received from the non pledging but identified givers. Example: a member may
give a check but did not make an annual pledge
Line 67c: Amount given by unidentified givers for support of the annual budget. This would be loose
currency and coins from the offering plate.
Line 67d: Amount received from interest and dividends to be used in support of the annual budget.
This would include interest from checking, savings, money market accounts or CDs.
Line 67e: Amount received from the sale of church owned assets designated for the annual church budget.
Line 67f: Amount received from fees paid for the use of church property or buildings (such as
weddings and other outside events) that is designated for the annual church budget.
Line 67g: Amount received for fundraisers and others sources designated for the annual budget.
Line 67: Total Lines 67a through 67g and place on this line.
Line 68a: Amount received for capital campaigns (building/renovation, etc) including this year’s
interest from any previous campaign balances on hand.
Line 68b: Enter here amount received from memorials, endowments or bequests. Also include amount
received from dividends or interest on these funds, rents received from physical properties and
funds from liquidation of assets. Do not include income from interest of dividends re-invested
in existing memorials, endowments or bequests.
Line 68c: Enter here amount from other sources in support of capital campaigns and special projects.
For example, sale of church owned land held for future use.
Line 68d: Amount received for Special Sundays offerings. (World Service Specials, General
Advance Specials, Conference Advance Specials, etc.)
Line 68: Total Lines 68a through 68d and place on this line:
Line 69a: Equitable Compensation Funds received for church or pastor.
Line 69b: Enter here advance special funds or apportioned funds received by church such as salary support
from annual conference beyond equitable compensation funds.
Line 69c: Enter here amount received from grants or financial support from institutional sources such as grants from a foundation in support of a church food bank.
Line 69: Total Lines 69a through 69c and place on this line.
updated 1/30/12
|
