Cascadia District Fund Balance / Audit Report

Fund Balance Report/Audit (due April 30, 2023)

The Committee on Finance of a local UMC is required to make provision for an annual audit of the records of all the financial officers (including the financial secretary or church business manager and treasurers) of the church and all its organizations and shall report to the Charge Conference (Church Council). This report is also submitted to the district office.

Forms and Resources:

• Fund Balance / Audit Report Form
• Local Church Audit Guide - includes information about an audit, recommended procedures, and a checklist.
• Instruction Sheet - gives detailed information about completing the Fund Balance Report. 

It is important that the person completing the audit not be one of your counters, financial secretary, treasurer or finance chair. Sometimes churches "swap" with a neighboring church finance teams to complete the audit.

For 2023 we are asking you to submit a copy of the Fund Balance Report and Audit through your Church Dashboard. Your pastor or church administrative person has your login information (or you can contact the Cascadia District office for assistance.)

Online Training Resources:

• If you want more information about the audit, this article (which contains a webinar filled with answers to all your questions) at Discipleship Ministries is recommended.
• And there is an upcoming free webinar on March 14, 2023 which you can participate in as well.  You can find more information and register at this link.

Contact Linda in the Cascadia District office if you have questions about accessing the Church Dashboard or about completing the Fund Balance Report/Audit:  linda@umoi.org or (503) 581-3969.