Finance and Administration

 

Most of the general information for the administration of church finances can be found here. For employment, payroll, and benefits information, please visit the DioCal Payroll Administration or Employee Benefits.


To view these documents you will need a PDF reader. You can download a free version of the Adobe Reader here.

Letter to congregations regarding property and liability insurance requirements
Approved property and liability insurance companies and mandatory insurance limits for congregations

2021 Budget Planning Packet – costs associated with clergy or lay employee, benefit rates, clergy compensation minimums, COLA, supply & interim clergy rates, assessment formula
2020 Budget Planning Packet
2019 Budget Planning Packet
2018 Budget Planning Packet
2017 Budget Planning Packet 
2016 Budget Planning Packet 

 

Manual of Business Methods in Church Affairs
State of CA Sales Use and Tax
501(c)(3) 1976 (tax exemption letter)
501(c)(3) update 2009 (tax exemption letter)
Internal Audit Program
Parsonage Allowance Information
Discretionary Fund Guidelines
An Accountable Plan
List of Offerings
DioCal Alcohol Policy
Alcohol & Drug Policy Guide from Recovery Ministries of The Episcopal Church.
Whole & Healthy Church (a set of policies, standards, and resources designed to ensure that our congregations are safe)
Insurance — Workers Compensation, Property, Umbrella, etc. — Call Church Insurance 800.293.3525