Parochial Reports Due

Each year, every congregation in The Episcopal Church is required to complete a Parochial Report for the prior year.

ALL PAROCHIAL REPORTS FOR 2014 MUST BE FILED BY MARCH 1, 2015

The Episcopal Church mailed each congregation a packet with the Parochial Report and ALL relevant instruction. Additionally, you can access this information on The Episcopal Church's Parochial Report webpage. Please click here to access this information.

Every congregation should have received this packet from The Episcopal Church already. Please ensure that your congregation complies with this important deadline, and files the Parochial Report online no later than March 1, 2015.

If you have any questions related to filing the Parochial Report online, please contact Office Coordinator, Tamoya Brewster at 916-442-6918, ext. 229.

The newly updated 2015 Treasurer's Monthly Report (TMR) is now available on the diocesan website and is ready to use for 2015 reporting. 

 You will find that the line-by-line instructions that are located under the "Instructions" tab of the form have not changed. The Apportionment Calculation section of the form also has not changed and reflects the 2014 five-tier mission apportionment calculation that, in 2014, replaced the former three-tier calculation used for 2013.

 At the upcoming Congregational Leadership Conferences beginning on February 21st, there will be workshops that include an opportunity to learn more about the Treasurer's Monthly Report (TMR) and the related TMR Supplemental Instructions. 

As a reminder, the 2014 Treasurer's Monthly Report (TMR) Annual Reconciliation was due to the Office of the Bishop by January 31, 2015. If you have not already submitted this year-end reconciliation, please submit it to the Office of the Bishop as soon as possible.

Please ensure that ALL expense reimbursement and check requests relating to 2014 activities are submitted to the Office of the Bishop for payment no later than Friday, February 27, 2015.

The 2014 Expense Reimbursement & Check Request Form can still be found on the Church Accounting page of the diocesan website. Please continue to use this form for any 2014 expenses and mileage reimbursement rates.

Beginning on January 1, 2015, the standard mileage rates for the use of a car (also vans, pickups or panel trucks) are:

• 57.5 cents per mile driven for business miles 
• 23 cents per mile driven for medical or moving purposes
• 14 cents per mile driven in service of charitable organizations

For 2015 expenses, there is an updated 2015 Expense Reimbursement & Check Request Form on the Church Accounting page of the diocesan website that has new information related to requesting mileage reimbursement that is based on the 2015 business mileage rate. For 2015 diocesan related activities and expenses, please begin using this new form and discontinue use of any prior versions of the Expense Reimbursement & Check Request form. 

Apportionment Rebate

Apportionment rebate requests should no longer be submitted to the Office of the Bishop. 2014 was the final year eligible congregations could apply and be paid for an apportionment rebate as related to the prior year 2013, in accordance with the Apportionment Forgiveness Guidelines Memo dated November 23, 2010.

If you have any questions about the Administration & Finance updates above, please contact Director of Finance & Administration, Lisa Bruno via email at Lisa@norcalepiscopal.org or via phone at 916-442-6918 ext. 211.