Important 2017 Information from
Administration & Finance
Parochial Report - Due March 1

Each year, every congregation in The Episcopal Church is required to complete a Parochial Report for the prior year.  The Parochial Report helps the Episcopal Church plan for mission by collecting church-wide data.
 
All Parochial Reports for 2016 must be filed by March 1, 2017.

The Episcopal Church mailed each congregation a packet with the Parochial Report and all instructions. Additionally, the same information is available on The Episcopal Church's Parochial Report webpage. Click here for Parochial Report instructions and forms.

Please ensure that your congregation complies with this important deadline, and files the Parochial Report online  no later than March 1, 2017.
 
If you have any questions about how to file your Parochial Report online, please contact Elizabeth Vang, Receptionist and Administrative Assistant,  at 916-442-6918, ext. 230.
2016 Expense Reimbursement & Check Requests  - 
Due February 17

 

Please submit  ALL expense reimbursement and check requests for 2016 activities to the Office of the Bishop for payment  no later than Friday, February 17, 2017.


The 2016 Expense Reimbursement & Check Request Form is still available on the diocesan website. Click here to use this form for any 2016 expenses and mileage reimbursement rates.
2017 Mileage Rates and 2017 Expense Reimbursement & Check Request Form
 
Beginning on January 1, 2017, the standard mileage rates for the use of a car (also vans, pickups or panel trucks) are:
  • 53.5 cents per mile driven for business miles 
  • 17 cents per mile driven for medical or moving purposes
  • 14 cents per mile driven in service of charitable organizations
For 2017 expenses, there is an updated 2017 Expense Reimbursement & Check Request Form - click here for the form. For 2017 diocesan-related activities and expenses, please begin using this new form and do not use any prior versions of the Expense Reimbursement & Check Request form.
 
Reminder: Original receipts for expenses must accompany the form when submitted. For mileage reimbursement requests, a detailed travel map that includes the starting location through the ending location must accompany requests.  Round trip maps need to include the detailed route from the starting point to the ending point and back to the starting point.
Treasurer's Monthly Report (TMR) Form Update
  
The newly updated 2017 Treasurer's Monthly Report (TMR) Form  is now available on the diocesan website and is ready to use for 2017 reporting. To download the form, click here.
 
Line-by-line instructions are located under the "Instructions" tab of the form. The instructions and the Apportionment Calculation section of the form have not changed from last year's form.
 
In addition, the related TMR Supplemental Instructions  still apply. Click here for those instructions.

As a reminder, the 2016 Treasurer's Monthly Report Annual Reconciliation was due to the Office of the Bishop by  January 31, 2017 . If you have not already submitted this year-end reconciliation, please submit it to the Office of the Bishop as soon as possible.
2017 Congregation Information Collection and Congregation Employee Information Forms - Due March 1

The purpose of these forms is to notify the Office of the Bishop, every year, about important changes in your organization. They are also tools that provide vital information to help the Office of the Bishop staff communicate with your congregation and assist with the coordination of employee benefits.

The  2017 Congregation Information Collection Form and 2017 Congregation Employee Information Form (for those congregations with employees), are now available. These forms are in Microsoft Excel and contain several fields that have options from which the user can choose. If you are not able to complete the form in Excel, contact [email protected].

Thank you for completing this form in its entirety. Please submit it via e-mail to [email protected]  by March 1, 2017.

Click here to download the 2017 Congregation Information Collection Form.

Click here to download the 2017 Congregation Employee Information Form.
 

For questions about the Administration & Finance updates above, please contact Lisa Bruno, Director of Finance & Administration, at [email protected] or at 916-442-6918 ext. 211.
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