Local Church Finance

100% Mission Share Churches 

• 2022

• 2023

2023 Clergy Compensation Forms 

      On the Educational Resources page, there are supplemental videos related to the 2021 Clergy/Non-Clergy Budget  Compensation Reports.  They are done in small segments so that you can quickly get to the area in which you need resourcing.  

• Clergy

                               2023 Clergy Compensation Form - Excel

• Non-Clergy :  See the non-clergy budget compensation packet below for use with supply pastors or any other non-licensed, non-commissioned or non-ordained person serving as a church pastor.

         ​                      2023 Non-Clergy (Lay) Compensation Form - Excel

Audit of Local Church

• Fund Balance Report (pdf)

• Local Church Audit Guide

• Frequently Asked Questions about the Local Church Audit

• Required for 2021 Audit to be done in 2022 ** Please Use this for 2022 to be done in 2023 

Business Expenses and Reimbursement Accountable Reimbursement Policies

• Accountable Reimbursement Policies Q & A

• Accountable Reimbursement Policy – Short Form

• Accountable Reimbursement Policy – Long Form

• Sample Expense Voucher

Cares Act-Retention Tax Credit

• Tax Credits for Churches ad Non-Profits

​Church Finance Training Materials

1. Letter to New Treasurers from David  Stotts

2. PowerPoint for Initial Training

3. Training Videos

Clergy Discretionary Funds

• Clergy Discretionary Funds

Clergy Tax Packet

• Clergy Tax Packet from GCFA

Employee or Independent Contractor? 

• Employee or Independent Contractor?

Exemption from Sales Tax on Certain Utilities

• Exemption from Sales Tax on Certain Utilities

Gift Acceptance Policy

• Gift Acceptance Policy

Good Samaritan/Benevolence Fund Policy

• Good Samaritan/Benevolence Fund Policy

Group Ruling Request Form

• Automated Site for Group Ruling Request Form

Higher Education: Wesley Foundation's information for Inclusion in UMC Group Tax Exempt Ruling

• Category II Application

• Information sheet

• Suggested Bylaws - Community College Unit     

• Suggested Bylaws - University Unit          

Internal Controls in the Local Church 

• Local Church Internal Controls (power point presentation) 

• Local Church Internal Controls Suggested Format Approved 2.12.2016

Ministry Funding Plan & Treasurer's Report

• 2020 Conference Treasurer's Report

• Your 2022 Missions Shares at Work

Obtaining an EIN Confirmation Letter

• EIN Confirmation Request

• Link to IRS 

Mississippi Conference Parsonage Standards

• Parsonage Standards  Adopted 1990  Amended 2017  Effective July 1, 2018

• Parsonage Forms

1. Clergy Parsonage Agreement

2. Parsonage Conditional Use Agreement

3. Annual Parsonage Review

4. Ten Year Inspection Form

5. Vacating Parsonage Checklist PDF

6. Pastor Move in Form PDF

7. Parsonage Checklist PDF

​Record Retention Policy

• Record Retention Policy (pdf)

Statistical Data Reports for Mississippi Conference

• Statistical Data Reports