Important 2016 Information from
Administration & Finance

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 2015 MUST BE FILED BY MARCH 1, 2016

 

The Episcopal Church mailed each congregation a packet with the Parochial Report and ALL relevant instructions. 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, 2016.

 

If you have any questions related to filing the Parochial Report online, please contact Elizabeth Vang, Receptionist and Administrative Assistant, at 916-442-6918, ext. 230.

Treasurer's Monthly Report (TMR) Update

  

The newly updated 2016 Treasurer's Monthly Report (TMR) is now available on the diocesan website and is ready to use for 2016 reporting. To access this form, please click here.

 

Line-by-line instructions located under the "Instructions" tab of the form, and the Apportionment Calculation section of the form, have not changed.

 

In addition, the related TMR Supplemental Instructions still apply.


As a reminder, the 2015 Treasurer's Monthly Report (TMR) Annual Reconciliation was due to the Office of the Bishop by January 31, 2016. If you have not already submitted this year-end reconciliation, please submit it to the Office of the Bishop as soon as possible.

2015 Expenses Due by February 26th

 

Please ensure that ALL expense reimbursement and check requests relating to 2015 activities are submitted to the Office of the Bishop for payment no later than Friday, February 26, 2016.

 

The 2015 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 2015 expenses and mileage reimbursement rates.

2016 Mileage Rates and 2016 Expense Reimbursement & Check Request Form

 

Beginning on January 1, 2016, the standard mileage rates for the use of a car (also vans, pickups or panel trucks) are:

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

For 2016 expenses, there is an updated 2016 Expense Reimbursement & Check Request Form on the Church Accounting page of the diocesan website that has updated information related to requesting mileage reimbursement that is based on the 2016 business mileage rate. For 2016 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. 

 

Reminder: Original receipts for expenses must accompany the form when submitted. For mileage reimbursement requests, a detailed travel map that includes the starting location through the ending location must accompany requests.



Due by Tuesday, March 1, 2016

Thank you for completing your congregation's Congregation Information Collection Form each year. 

The purpose of this form is to notify the Office of the Bishop of the important changes in your organization, annually. It is also a tool that provides vital information to help the Office of the Bishop staff communicate with your congregation and assist with the coordination of employee benefits.

A new 2016 Congregation Information Collection Form is now available, and includes helpful and updated features. This form can now be completed in Microsoft Excel and Word, and it contains several fields that have been pre-populated with options that the user can choose from. If you prefer to complete this form in a PDF format, that option is also available.

Thank you for completing this form in its entirety, and submitting the spreadsheet or PDF to benefits@norcalepiscopal.org by March 1, 2016.
 

Please return by Tuesday, March 1, 2016 

For questions about the Administration & Finance updates above, please contact Lisa Bruno, Director of Finance & Administration, at lisa@norcalepiscopal.org or at 916-442-6918 ext. 211.
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