Crater Lake District Year End Reports
There are several reports due from the local church and/or clergy persons in January, which we collectively call the "year end" reports because they reflect back on the past year or provide information necessary as we look toward the new year.
Here is a list of the reports that need to be sent in to the District Office following the end of the calendar year (electronic copies are fine). These are due by January 31. All of these can be found by clicking here.
See the table below for the list of reports and who is responsible for each.
This year you need to complete the “Clergy Continuing Education Report” online through the People Portal and the “Membership Report” and “Parsonage Report” online through the Church Dashboard.
Contact Sheri if you have questions about logging in, sheri@umoi.org
Worksheets for collecting the information for the Membership and Parsonage Reports prior to online entry are available here:
The Statistical Reports are completed online at stats.gcfa.org. There will be a direct link to this site in your Church Dashboard by January 3. Information about these reports will be sent out from the Conference Treasurer's Office after Christmas. That information and supporting resources will also be available at www.umoi.org/statistics.
| Report | Who is Responsible? | Required Form | Date Due | Comments | Need to send to District Office |
|---|---|---|---|---|---|
| Clergy Continuing Ed Report | Clergy Person | Clergy Continuing Education Report | Jan. 31, 2023 | Required of clergy members of the Oregon-Idaho Annual Conference | Complete online through People Portal |
| Membership Report | Pastor and Membership Secretary | Membership Report | Jan. 31, 2023 | Required of clergy members of the Oregon-Idaho Annual Conference | Complete online through Church Dashboard |
| Parsonage Report | Pastor, Trustees, SPRC | Parsonage Report | Jan. 31, 2023 | complete if your church owns a parsonage whether or not the pastor lives in it | Complete online through Church Dashboard |
| Statistical Reports: Table 1 - Membership and Ministries | Pastor, Church Council/Board or persons designated by them | See forms here that begin with "Statistics" | Jan 31, 2023 | For questions, contact Rick Beadnell, conference statistician, at stats@umoi.org | No. Complete these reports online at stats.gcfa.org or via Church Dashboard |
| Statistical Reports: Table 2 - Financial | Pastor, Finance Commitee, Treasurer | See forms here that begin with "Statistics" | Jan. 31, 2023 | For questions, contact Rick Beadnell, conference statistician, at stats@umoi.org | No. Complete these reports online at stats.gcfa.org or via Church Dashboard |
| Statistical Reports: Table 3 - Income | Pastor, Finance Commitee, Treasurer | See forms here that begin with "Statistics" | Jan. 31, 2023 | For questions, contact Rick Beadnell, conference statistician at stats@umoi.org | No. Complete these reports online at stats.gcfa.org or via Church Dashboard |
The Annual Audit and Fund Balance Report covering 2022 is due April 30, 2023. This Audit Guide includes information about an audit, recommended procedures, and a checklist. This instruction sheet gives detailed information about completing the Fund Balance Report.
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.
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.
If you have any questions, please contact Sheri at the Crater Lake District office.