Administration & Finance Resources
Background Checks
Benefits, Insurance and Salary
- Benefits Contacts
- Clergy Compensation Report
- Insurance Plans
- Minimum Salary Guidelines
- Supply Clergy Compensation
Church Finances
- Audits
- A note on audits: If you are required to use a CPA firm to perform your audit, contact them now to get on their schedules. Audits are due annually on September 1. Submit an electronic copy to [email protected], and you will receive a date-stamped email receipt acknowledgment. You don’t need to send a paper copy.
- Diocesan Audit (2022 and 2023)
- Fair Share Appeals Form | Fair Share Guidelines
- Grants and Scholarships
- Manual of Business Methods in Church Affairs
- Real Estate Transactions
- Records Retention
- Stewardship
- Ways to Donate to Your Church
Diocesan Budget
Investments
Reporting
- Church Officers Form
- Innovation Grant Reporting Guidelines
- Parochial Reports
Filing of the 2024 parochial report is open. They are due March 1. Unlike previous years, the portal will close on that date, and congregations will not be able to make any adjustments or entries after that time. Please note that the portal is managed by The Episcopal Church office, not by the diocese.
Downloadable forms and instructions are available on the Episcopal Church’s General Convention website. There you will also find a video tutorial and detailed instructions.
Email notifications were sent directly to each congregation by The Episcopal Church. Please log into the portal at reports.dfms.org and enter your email address in the “Login Name” Field. If you do not know your password, please select “I forgot my password” under the password field. You will receive an email from DFMS Reports with a password reset link.
Parochial reports can be submitted only through the electronic portal. There is no need to send a paper copy. If you can’t remember what email was used last year please, contact Becky Poynter at [email protected], and she can reset the congregation’s account and send you a new pin. Once you have submitted the parochial report online with the Episcopal Church there is no need to send the diocese a hard copy.
Please note this change:
Historically, Line A of the parochial report has been used to assess the fair share assessment. This year, however, the lines in the financial section of the report have changed. If the figure in Line 3 is comparable to the number reported in Line A last year, it will be used in place of Line A for the fair share assessment.
For your reference, the fair share rate for 2026 has been set at 10.55%, a decrease from 10.65% in 2025.
Please see this additional guidance on reporting your antiracism work.
If you need extra help filing your parochial report (due March 1) or audit (due September 1) this year? Please complete this form if you want an audit and financial guidance team member assigned to your congregation who will focus on supporting and assisting your congregation in completing the annual parochial report or the short or long audit forms.
Thank you for your attention to this important matter.