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Treasurer & Financial Resources


Clergy Taxes with Rev. Nate Berneking

Director of Finance and Administration Nate Berneking covers common clergy tax questions in this one-hour webinar.

W2's and Local Church Taxes with Rev. Nate Berneking

Missouri Conference Director of Finance and Administration, Rev. Nate Berneking, discusses W-2 completion and employer tax reporting for local churches.

Worship Counting and Year-End Stats Webinar

Director of Finance and Administration Nate Berneking discusses the updated worship counting protocols. Other year-end-stats-related resources are available here as well.

Worship Counting Protocols

The Missouri Conference protocol for worship counting.

All About Apportionments

Director of Finance and Administration Rev. Nate Berneking discusses apportionments and how they're figured as part of his presentation to the 2020 Licensing School class.

Data Security: 7 Steps to Minimize Exposure of Your Ministry's Sensitive Digital Assets

Protect your ministry from cyber attacks. Being proactive about your cybersecurity can help save your ministry time and money. With the recent jump in cyber attacks, GCFA's IT Services team wants to remind you of some tips to help your ministry secure data. Download this resource and share it with your ministry staff.

GCFA's HR Job Description Worksheet

Is your ministry looking to fill support positions? A clear and complete job description will help you attract qualified potential candidates. UMC Support’s experienced Human Resources team has developed this worksheet to help you identify your ideal candidate.

UPDATED: Local Church Audit Guide

This booklet is given to you as a service of the Committee on Audit and Review of the General Council on Finance and Administration of The United Methodist Church (GCFA).

Five Quick Tips for Clergy Taxes

Tax Day is quickly approaching. Whether you’re preparing your own taxes using software like TurboTax or are working with a tax preparer, most clergy know that the special rules and exemptions for pastors aren’t always clear. Keep these personal income tax tips in mind when you’re preparing to file your 2020 return.

Wellness Resources

Wellness might feel like the latest buzzword, but now more than ever, it’s important for each of us to be intentional in how we’re maintaining our well-being. Wespath defines wellness as encompassing five dimensions: mental-emotional, financial, spiritual, social and physical health.

Wespath PPP Loan Resource

In late January 2021, Wespath released this updated document with FAQs related to Paycheck Protection Program (PPP) loans from the Small Business Administration (SBA) under the federal Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

MUMF PPP Loan Webinar

The Missouri United Methodist Foundation hosted a couple of brief informational webinars summarizing the the new round of funding for the Paycheck Protection Program — a special forgivable loan program for small businesses and non-profits, including churches.

Local Church Insurance Resources

Options for insurance for your local church.

Usage Rights: Copyright Concerns for the Digital Church

In this hour-long webinar, Lawyer Daan Erikson from Husch Blackwell LLP shares practical information related to copyright and trademark concerns, specifically when it comes to online worship.

Unpacking Your HealthFlex Benefits

Ahead of this year’s healthcare enrollment season, Rev. Nate Berneking hosted a virtual Benefits Roadshow webinar to share information about the 2021 HealthFlex plans and answer your questions.

The Church + Politics Legal Webinar

This one-hour webinar answers questions about how pastors and churches can legally engage in political speech and activities. Learn more about the Johnson Amendment, legislation that regulates what tax-exempt organizations such as churches can do in the political arena. Plus, a bonus segment on how churches can help reach vulnerable populations in the 2020 Census facilitated by Sidney Owens, Community Engagement Specialist.

Benefits Roadshow 2019

In this recorded live stream, Rev. Nate Berneking, Director of Finance & Administration, discusses healthcare and retirement benefits for annual election 2020. Berneking also explains Wespath's upcoming proposal to General Conference 2020. The 2020 proposal will create significant changes to the pension for both full and part-time clergy.

Fair Labor Standards and the Church Webinar

Director of Finance & Administration, Rev. Nate Berneking, discusses changes related to overtime pay requirements. In this hour-long webinar Nate walks churches through the new rules, attempt to clarify who might be exempt and who must be paid overtime, and answer any related questions.

Ten Commandments of Church Law

This Church + The Law primer is presented by Jordan Ault, Missouri Conference Chancellor, on topics such as immigration issues, real estate, employment, tax/UBIT, HIPAA/protecting information, copyright, IP, trusts/estate/planned giving and litigation.

Financial Ethics for Local Churches Webinar

The Office of Finance and Administration works to assist local churches in their stewardship and generosity ministries. Sadly, several churches in Missouri have experienced financial impropriety due to lack of financial controls, mismanagement and questionable financial ethics of local leaders. To aid in preventing such issues, Rev. Nate Berneking hosted this webinar on Financial Ethics for Clergy and Laity. RELATED RESOURCES Presentation slides (.pdf)

Local Church Financial Policies Template

Missouri Conference Director of Financial and Administrative Ministries Nate Berneking offers this template as a guideline for local churches that are developing or revising the financial policies for their ministry.

Housing Allowance Case Information

Learn more about the court decision affecting clergy housing allowances.

Local Church Board of Trustees Presentation

Learn more about the duties of the Board of Trustees in the local church with Director of Finance & Administration Nate Berneking's presentation.

Local Church Finance Committee Just Finance Presentation

Learn more about the duties of the Finance Committee in the local church with Director of Finance & Administration Nate Berneking's Just Finance slides.

Navigating Clergy Forms, Addenda and Compensation Webinar

Director of Finance & Administration, Rev. Nate Berneking, discusses clergy compensation forms while also clarifying the interplay of secular law with United Methodist policy and practice and addresses the role played by the local church in budgeting for clergy compensation and correct withholding from a pastor’s paychecks.

Reimbursement for Moving Expenses Video

Any pastor who moves will now be required to pay federal and state taxes on reimbursements they receive for those. Churches are required to report them on the pastor’s W-2. And, all of this affects a pastor’s pension. This video summarizes the changes and requirements to the tax code affecting reimbursements for moving expenses.

Standards and Guidelines for Church Parsonages

These standards are intended to provide for housing that meets safety, codes, good building practices and comparable community living standards in church parsonages.