Sage 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.
These are all due by January 31, 2023.
See the table below for the list of reports and who is responsible for each.
The “Clergy Continuing Education Report” will be completed online through the People Portal (log in at the "people portal" link at the bottom right of this page) and the “Membership Report” and “Parsonage Report” will be completed online through the Church Dashboard (log in at the "church dashboard" link at the bottom right of this page.) Contact Etha if you have questions about logging in, etha@umoi.org
Worksheets which can be helpful for gathering information for the reports are available below.
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, 2023. 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 from all congregations | 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 www.umoi.org/statistics | Jan 31, 2023 | For questions, contact Rick Beadnell, conference statistician, at stats@umoi.org | No. Complete these reports online at stats.gcfa.org. There is a link to this site in the Church Dashboard. |
| Statistical Reports: Table 2 - Financial | Pastor, Finance Committee, Treasurer | See www.umoi.org/statistics | Jan. 31, 2023 | For questions, contact Rick Beadnell, conference statistician at stats@umoi.org | No. Complete these reports online at stats.gcfa.org. There is a link to this site in the Church Dashboard. |
| Statistical Reports: Table 3 - Income | Pastor, Finance Committee, Treasurer | See www.umoi.org/statistics | Jan. 31, 2023 | For questions, contact Rick Beadnell, conference statistician at stats@umoi.org | No. Complete these reports online at stats.gcfa.org. There is a link to this site in the 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 Etha at the Sage District Office - (208) 537-3683 by text or call.