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

 

 
2008 Diocesan Budget
2008 Diocesan Assessments
Diocesan Assessment formula
 


2007 Parochial Report Form in PDF
Parochial Reports are due March 31!

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 		Church Information
names and contact information
for church staff and vestry • in MS Excel
2008 Convention Delegates
and Alternates
certificate of election, contact info • in MS Excel

Chart of Accounts Model in Excel
Chart of Accounts Model in PDF

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

Episcopal Church Manual of Business Methods in Church Affairs for 2007 (4 MB PDF document)

  Contacts
   

Diocesan Staff

Janie Parrott, Director of Finance & Business Administration

Melody Mendolia, Insurance & Finance Secretary

Danyl Harrell, Finance Assistant

For questions concerning retreat and conference billing at Camp Crucis, call Kitty Blackwell at 817-578-3181

  
   

Medical Insurance

AETNA Group Health member services • 877-380-8584

Mental Health benefit • 800-424-3803

Medco prescription service • 800-223-6602 ext. 8333

Retired clergy medical insurance • 866-273-4545

Mutual of Omaha Dental •

Safeguard Vision • 800-766-0017

  
   

Church Pension Group/Church Insurance

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

Church Life Insurance/CPG • Kate Adams at 212-592-9406

Additional financial planning resources and tools • 800-223-6602 ext. 9406 • www.cpg.org/financialplanning

 
   

Frost Insurance

Property and Casualty • service and claims: Phyllis Carnley at 817-420-5708

agent: Shields Horney at 817-420-5716

 
    IRS forms
  
    Church Law
  
   

Diocesan “Ethics and Integrity in Ministry ” Policy Handbook

Page 20 of the manual was revised in February 2007; pages 5 and 10-17 were revised in May 2006.
Please download, print, and substitute these pages in your binder.

MS Word file PDF
 
   


Diocesan Finance Committee

Chair: The Very Rev. Christopher Stainbrook (Fort Worth East Deanery)

Members: Walter Virden III (Diocesan Treasurer), the Very Rev. William A. Crary Jr. (Eastern Deanery), Dale Williams (Southern Deanery), Cordell Swindle (Northern Deanery), Mack Wood (Fort Worth West Deanery), Susan Ross (Western Deanery)

  
   

Diocesan Risk Management Committee

Chair: Rod Barber (Worker's Compensation; Property & Liability)

Diocesan Risk Manager: Thom Murrell

Members: Don Bendure (Property & Casualty; Professional Liability), Shae Lucabagh (Health Benefits), Thom Murrell (Property & Casualty claims), Ben Richards (Property & Casualty claims), Janie Parrott, Canon Charles A. Hough

 
   

 

 

Property & Casualty Insurance Standards (MS Word version)

download PDF version

  
  Calendar
  January 2008        
     16 Finance Committee meeting   
  February    
    13 Finance Committee meeting  
  March      
      Finance Committee meeting
  
    31 Parochial Reports due in diocesan office  
  April      
    2 & 16 Finance Committee meeting  
  May      
    7 Finance Committee meeting  
  June      
    18 Finance Committee meeting  
  July      
      no Finance Committee meeting  
  August      
    27 Finance Committee meeting at 9 a.m. –
begin preparation of 2009 Diocesan Budget		  
  September      
    1

Church Audit Reports due in diocesan office
• An annual audit is required under Canon 29

  
    17 Finance Committee meeting  
  October      
    15 Finance Committee meeting  
  November      
    14 & 15 26th Annual Diocesan Convention  
    19 Finance Committee meeting  
  December      
      Finance Committee meeting  
         
 

Monthly meetings may be canceled if there is no business to conduct