Sage District Year End Reports
The Fund Balance Report and Annual Audit covering 2021 is due April 30, 2022. 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 and report. In addition to the Audit Guide linked above, the person completing the audit might find this list of recommended procedures helpful.
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, 2022.
See the table below for the list of reports and who is responsible for each.
This year we are asking that you complete the “Clergy Continuing Education Report” 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” 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
The forms are also available as pdf forms which you can access in the table below (these forms are fillable and should be downloaded and saved to your computer before completing). All forms may be submitted electronically.
The Statistical Reports are completed online at ezra.gcfa.org but you’ll want to collect the instructions and forms first using the links in the table below.
| 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, 2022 | Complete online through People Portal or send in to district office | |
| Membership Report | Pastor and Membership Secretary | Membership Report | Jan. 31, 2022 | Complete online through Church Dashboard or send in to district office | |
| Parsonage Report | Pastor, Trustees, SPRC | Parsonage Report | Jan. 31, 2022 | complete if your church owns a parsonage whether or not the pastor lives in it | Complete online through Church Dashboard or send in to district office |
| Statistical Reports: Table 1 - Membership and Ministries | Pastor, Church Council/Board or persons designated by them | See www.umoi.org/statistics | Jan 31, 2022 | For questions, contact Rick Beadnell, conference statistician, at stats@umoi.org | No. Complete these reports online at ezra.gcfa.org |
| Statistical Reports: Table 2 - Financial | Pastor, Finance Commitee, Treasurer | See www.umoi.org/statistics | Jan. 31, 2022 | For questions, contact Rick Beadnell, conference statistician at stats@umoi.org | No. Complete these reports online at ezra.gcfa.org |
| Statistical Reports: Table 3 - Income | Pastor, Finance Commitee, Treasurer | See www.umoi.org/statistics | Jan. 31, 2022 | For questions, contact Rick Beadnell, conference statistician at stats@umoi.org | No. Complete these reports online at ezra.gcfa.org |
If you have any questions, please contact Etha at the Sage District Office, 208-537-3683.