Resources

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

 
 

Parochial Records

2011 Parochial Report Form Page 1

2011 Parochial Report Form Pages 2 & 3

These PDF forms can be completed on the computer and e-mailed to the Diocesan office.
Filing deadline: March 1, 2012
see Canon 27

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		 2012 Church Information
names and contact information
for church staff and vestry

 2012 Convention Delegate Certificate
certificate of election, contact info
• elect according to Canon 1

Monthly Reporting Form for Parishes and Missions (MS Word)

 
 

Budget and Audit

2012 Diocesan Assessments
Diocesan Assessment formula
2012 Diocesan Budget
2012 Overall Budget (1-page summary)
2012 budget narrative

Diocese of Fort Worth Financial Guide (audit information)
MS Word format
PDF version

Church audit reports are due in diocesan office on Sept. 1

Audited Diocesan Financial Report for 2010


Workshops

An Administrators' Workshop will be held Saturday, Feb. 4, at the Church of the Holy Apostles, Fort Worth.
All clergy, parish treasurers, and vestry wardens are encouraged to attend. To make a reservation,
call Danyl Harrell at the Diocesan Center (817-244-2885).

Diocesan Finance Committee for 2012

Chair: John Cook (Western Deanery)
Treasurer: Walter Virden III
Members: Paul Prater (Fort Worth East Deanery), Christopher Till (Southern Deanery),
Jo Williams (Northern Deanery), Fr. Roger Grist (Fort Worth West Deanery), Cheri Davis (Eastern Deanery)

 

 

Employee Benefits page – click here for forms and information on health, life, disability, and other benefit programs

 

Risk Management

Property and Casualty

Frost Insurance Brokers
  service: Nikki Adams 817-420-5706
  claims: Amber Aguirre 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.
Please download, print, and substitute these pages in your binder.

Ethics Manual in PDF

Click to begin downloading the 37-page document.

Ministry Safe child sexual abuse prevention program

Completion of the online Ministry Safe course is required for all employees and volunteers who work with minors. This includes: nursery staff, Sunday School teachers, youth leaders, and clergy.

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

Retirement Fund Board

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

 

Housing

Parish vestries may use this Housing Resolution Form for clergy.

 
  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


 2012 Church & Clergy Tax Guide
(700-page PDF; 29 MB) 		Manual of Business Methods (2007)