Administration & Finance News

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  • Meet the Administration and Finance Team

    The Administration and Finance Team is composed of Office of the Bishop staff members and accounting professional staff from Utonomy, a regional financial accounting services company specializing in non-profits.Office of the Bishop StaffLisa Bruno is our Director of Finance & Administration. She graduated from the University of Nevada, Reno with a Bachelor of Science degree in Business Administration, majoring in Accounting. As a CPA with over 20 years of professional experience at a regiona...

  • Changes in Salary

    The Employment Practices & Benefits (EP&B) Committee recommended a 1% COLA (Cost-Of-Living-Adjustment) increase for 2016 that was approved. Should your congregation choose to apply this COLA increase to clergy and lay employee salaries, please follow the steps listed below to properly report any changes.Changes to Employee Salary*There are two steps to complete a salary change for any employee, and both steps must be completed  Step 1: Update Salary with the Office of...

  • Housing Allowance Reporting

    by Tamoya Brewster, Benefits and Office Coordinator, The Episcopal Diocese of Northern California As we approach the end of the year, it is time again for the Vestry or Mission Committee of each congregation to determine a housing allowance for clergy. Any changes that need to be made must be enacted by December 31, 2016 to be effective for the upcoming year, as housing allowances are not effective retroactively.Housing Allowance Resolution Forms:- Housing Allowance Resolution Form (Wi...

  • Imputed Income

    Most active clergy persons UNDER the age of 65, whose church institutions correctly filed new hire paperwork with the Office of the Bishop within 30 days of the date of hire, receive up to $100,000 in group term life insurance from the Church Pension Fund and an additional $20,000 in group term life insurance from their respective church institution.Most active clergy OVER the age of 65, whose church institutions correctly filed new hire paperwork with the Office of the Bishop within 30 days of ...

  • Congregational Range Sheet for 2016

    by The Episcopal Diocese of Northern California The 2016 Congregational Range Sheet is created through analysis of a number of factors from each congregation’s 2014 Parochial Report, which is filed with The Episcopal Church. These factors include Sunday attendance, operating expenses and outreach. The Congregational Range Sheet serves several important purposes.

  • Congregation Information Collection

    Submission Due Date: July 31, 2015 Each year, congregations are required to complete a Congregation Information Collection Form and return it to the Office of the Bishop. In 2015, this form has undergone some significant updates. This form can now be completed in Excel and several fields have been pre-populated with options from which the user can choose.

  • Affordable Care Act Regulation Changes

    We have received notification from the Church Pension Group regarding recent Affordable Care Act regulations for employers. These regulations state that, effective January 1, 2015, employers must pay the full premium for any employees who choose to enroll in “EAP Only” (Employee Assistance Program) coverage, effective January 1, 2015. This premium is $5.00 per month, per employee.

  • 2014 TMR Update

    The newly updated 2014 Treasurer's Monthly Report (TMR) is now available on the diocesan website and is ready to use for 2014 reporting. You will find that the line-by-line instructions under the "Instructions" tab of the form have not changed. However, the Apportionment Calculation section of the form has changed to reflect the new 2014 five-tier mission apportionment calculation that replaces the former three-tier calculation.

  • Apportionment Rebate 2014

    In accordance with the Apportionment Forgiveness Guidelines Memo posted on November 23, 2010, congregations that remain fully current on all financial obligations to the diocese at the end of the year 2013 will be eligible for an apportionment rebate of 2%. To apply for this rebate, congregations must: - Be current with their apportionment, including submission of the Year-end Reconciliation and final payment for 2013, due January 31, 2014.  - Be current on any loans from the diocese or the...

  • 2014 Open Enrollment is well under way!

    It is that time of year again, Open Enrollment is upon us! Active Employees October 31 - November 21, 2013 Retired Employees November 15 - December 6, 2013 Click on the sections above to read more about Open Enrollment for active employees or Open Enrollment for retired employees. If, after reviewing the information available on these webpages, you still have questions, please contact our Communications Director and Benefits Coordinator, Nicole Baxley via email at nicole@norcalepiscopal.org.

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