Resources

for Church Treasurers, Parish Administrators, and vestry members
serving congregations in the Diocese of Fort Worth
 

Budget and Audit

2010 Diocesan Assessments (revised 2/10)
Diocesan Assessment formula
2010 Diocesan Budget

Diocese of Fort Worth Financial Guide (audit information)
MS Word format
PDF version
» Church audit reports due in diocesan office on Sept. 1

 

 


Workshops

Administrator’s Workshop 2010

Diocesan Finance Committee

Chair: The Very Rev. William Crary (Eastern Deanery)
Treasurer: Walter Virden III
Members: Paul Prater (Fort Worth East Deanery), Dale Williams (Southern Deanery), Cordell Swindle (Northern Deanery), Mack Wood (Fort Worth West Deanery), John Cook (Western Deanery)
 

Parochial Records

2009 Parochial Report Form in PDF
»This form can be completed online • Filing deadline: March 31, 2010

Cover memo from the Director of Business and Finance

Workbook (PDF) for completing page 2 • Workbook (PDF) for completing page 3

Additional forms needed for Diocesan records:

Clergy Information Form
new clergy, please complete;
other clergy, update as necessary
• in MS Word
»This form can be completed online		 Church Information
names and contact information
for church staff and vestry
»This form can be completed online

2010 Convention Delegate Certificate
certificate of election, contact info
»This form can be completed online

Employee Benefits – Anglican Benefits Program at anglicanbenefits.org

Health Benefits

AETNA Health Insurance (PPO & HSA) • 888-416-2277

Met Life Dental • 800-275-4638

AVESIS Vision • 800-828-9341

UNUM Life and Disability • 800-421-0344

Retirement*

Anglican Retirement Program (403B)

Retired Clergy Benefits

Church Pension Group • 800-223-6602 • www.cpg.org

CPG Post-retirement Health Benefits • 866-273-4545

Risk Management

Property and Casualty

Frost Insurance Brokers
  service: Phyllis Carnley 817-420-5708
  claims: Amber Aguirrebena 817-420-5717
  agent: Jim Dickenson 817-420-5701

Diocesan Property & Casualty Insurance Minimum Standards: MS Word version • PDF version

Resources

Safety Inspection form • Emergency Action plan form • Parish Inventory form

Diocesan “Ethics and Integrity in Ministry ” Policy Handbook

Important guidelines for those working with children and youth
are detailed in the diocesan Ethics and Integrity Policy manual.
The latest edition is linked below, in your choice of MS Word or PDF.
Since the last edition, changes have been made to the table of contents and pages 1-18.
Please download, print, and substitute these pages in your binder.

MS Word file PDF

Click on either link to begin downloading the 53-page document.

Ministry Safe child sexual abuse prevention program

www.ministrysafe.com/

Diocesan Risk Management Committee

Chair: Rod Barber (Worker's Compensation; Property & Liability)
Diocesan Risk Manager: Thom Murrell
Members: Don Bendure (Property & Casualty; Professional Liability), Thom Murrell (Property & Casualty claims), Ben Richards (Property & Casualty claims), Bob Davis (legal), Janie Parrott, Canon Charles A. Hough

*Retirement Fund Board

Chair: Dick Kahle
Members: The Very Rev. Andrew Bradley, Marsland Moncrief, Thom Murrell, Walter Virden III

  Resources
  Diocesan Staff

Janie Parrott, Director of Finance & Business Administration (budget and audit, parochial reports, retirement benefits, property and casualty insurance)

Melody Mendolia, Health Benefits administrator

Danyl Harrell, Finance Assistant

  Additional Resources
 

Diocesan Constitution Church Law Guide to Record Keeping
  Diocesan Canons IRS forms 2010-11 Compensation Handbook
  Diocesan Customary


 2010 Church & Clergy Tax Guide
(700-page PDF; 10 MB) 		Manual of Business Methods (2007)