Finance/Treasurer Resources

Annual Fund Balance Report (Audit Form) An important responsibility of the Finance Committee is to ensure that an annual audit of funds is performed. The Fund Balance Report can be found below.   The Audit Guide can be found here.  2016 Fund Balance Reports are due March 31, 2017.

Budget The Finance Committee is responsible for generating the church budget for the year.   The anticipated total budget for each year must reported to the West Ohio Conference as a part of the Annual Report, due generally at the end of January each year. 

Best Practices for Handling Church Offerings

Workers' Compensation  Each church should ensure that their employees including the pastor are covered under Workers' Compensation.  Learn more here

Clergy City Income Taxes  Clergy who paid city income taxes through 2015 may be entitled to a refund.  Learn more here.  Clergy employed in municipalities must pay city income taxes starting in 2016.

IRS Mileage Rates

Local Church Record Retention Guidelines

W-2's and Tax Information

Resources  Online resources for Finance Committees can be found through this link.

Microsoft Office document icon Fund Balance/ Audit Report121.5 KB