Administrative Resources

Diocesan Financial Reports

• Diocesan House August 2023 Financials
• 2023 Budget Adopted by Convention
• 2023 Budget Narrative
• 2022 Balance Sheet
• Financial Guidelines and Procedures approved by Executive Council

Parish Resources

• 2023 Calendar of Due Dates for Canonically Required Reports
• 2022 Parochial Report
• 2023 Parish Contact Form
• Click here to submit the 2023 Parish Contact Form Online
• Property and Insurance Information
• Blank Property Report
• Property Report Information
• Sales Tax
• Group Tax Exemption Form
• 2022 Federal Reporting Requirements
• Manual of Business Methods
• 2023 Compensation & Benefits Handbook
  • 2023 Annual Enrollment Informational Videos and Presentations
• Canons 7 & 8 of the Constitutions and Canons of the Episcopal Church (Business Methods in Church Affairs & CPG)
• 2021 Federal Reporting Requirements
• Guidelines for Bonuses, Christmas Gifts, etc.
• 2018 Constitutions & Canons of the Episcopal Church
• Clergy Compensation & Reporting Presentation

Parish Audit Information

• 2023 Audit Criteria Request Form

Contract Audit by Diocesan Contract Auditor

• List of Contract Auditors
• Contract Audit Report Form (PDF)
• Contract Audit Report Form (Word)
• Parish Audit Responsibilities Checklist

In House Audit

• In House Audit Appendix
• Parish Audit Responsibilities Checklist
• In House Audit Report

Meeting Spaces at Diocesan House and Meeting Request Form

• Meeting Space Guidelines and Request Form

Administrator's Day Resources

• 2022 Administrator's Day Workshops and Resources

Check back on a semi-regular basis, as additions and changes may be made to materials. If you have any questions about these resources or would like to recommend that others be added, contact Sara Tavela.