Sage District Year End Reports
There are several reports prepared by 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 reports are to the church council/charge conference and to the conference.
These are all due by January 31.
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. This report is from the clergy person to the annual conference. It is not a report to the church council/charge conference.
The “Membership Report” and “Parsonage Report” will be completed online through the Church Dashboard. These reports are to both the church council/charge conference and the annual conference. Be sure to present a copy to your church council to be filed with their records.
Contact Etha if you have questions about logging in to either the People Portal or Church Dashboard.
Worksheets which can be helpful for gathering information for the reports are available below.
The Statistical Reports are completed online at stats.gcfa.org. The information and supporting resources will is available at www.umoi.org/statistics. These reports are to the annual conference, who passes them along to the general conference.
| 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. This report is to your church council/charge conference and to the annual conference. Be sure a copy is shared with the church council for their records.
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.