Leading congregations to lead people to actively follow Jesus Christ

Devotion: Ephesians 3:7-10

7-8 This is my life work: helping people understand and respond to this Message. It came as a sheer gift to me, a real surprise, God handling all the details. When it came to presenting the Message to people who had no background in God's way, I was the least qualified of any of the available Christians. God saw to it that I was equipped, but you can be sure that it had nothing to do with my natural abilities.

Devotion: Ephesians 3:7-10

8-10 And so here I am, preaching and writing about things that are way over my head, the inexhaustible riches and generosity of Christ. My task is to bring out in the open and make plain what God, who created all this in the first place, has been doing in secret and behind the scenes all along. Through followers of Jesus like yourselves gathered in churches, this extraordinary plan of God is becoming known and talked about even among the angels!

Being in Collaborative Connection Together

We Are Connectional

• • • • • 866 churches in Missouri 12 districts in Missouri One annual conference in Missouri Five jurisdictions in US and many central conferences across globe General Conference

Who is a Member of AC?

• Annual Conference • All clergy • Laity elected by each congregation • Additional laity selected by districts

Amendment 19

• The Missouri Annual Conference has determined that in addition to Elders and Deacons in Full Connection those now eligible to vote for General and Jurisdictional Conference delegates consistent with Constitutional Amendment 19 are: • Associate members • Provisional members who have been approved by the Board of Ordained Ministry and upon their election by the annual conference (they would not be eligible to vote until their election) •

Licensed Local pastors who have completed their MDIV or Course of Study and have been under appointment for two appointive years without interruption, immediately preceding annual conference. This would include full-time, part-time, and retired who meet the above criteria.

Leadership Staff

Rev. Bob Farr Congregational Excellence Rev. Karen Hayden Pastoral Excellence

Leadership Staff

Rev. Max Marble Mission, Service & Justice Rev. Kendall Waller Financial Administrative Ministries

Leadership Staff

Rev. Sherry Habben Connectional Ministries and Communication

Clergy Relations

Trudy McManus Clergy Relations and Benefits Administrator Jenny Gragg Executive Assistant

Camping & Retreat Ministries

Lee Walz Executive Director Francesca Burton Administrative Assistant

Youth & Young Adult Ministries

Bev Boehmer Coordinator of College and Youth Ministries

Communications

Fred Koenig Publications Editor Holly Davis Graphic Design and Web Services Manager

Safe Sanctuaries

Nancy Cady Administrator Christa Daro Assistant

Executive Assistants

Tammy Calcote Executive Assistant to Rev. Bob Farr & Rev. Emanuel Cleaver, II Bridget Caddell Executive Assistant to Sherry Habben & Kendall Waller

Accounting

Jim Pauley Accounting Manager Karen McNeely Accounts Payable

Accounting

Kristin Herron Accounts Receivable

Additional Staff

Mike Harrison Event Manager Lorraine Sanders Receptionist

Office of Creative Ministries

Dora Thackery Office Manager Ann Morton Financial Records

Office of Creative Ministries

Audrey Phelps Associate Director for Volunteers in Mission National and International Jeff Baker Associate Director for Volunteers in Mission Missouri

Office of Creative Ministries

Carol Oliver Associate Director for Heifer International Terri Williams Associate Director for the Festival of Sharing

Office of Creative Ministries

Carol Kreamer Coordinator for the Mozambique Initiative

Bishop’s Staff

Bishop Robert Schnase Rev. Elmer Revelle Assistant to the Bishop

Bishop’s Staff

Rev. Emanuel Cleaver, II Assistant to the Bishop for African American Leadership Development Dala Dunn Executive Assistant to Bishop Schnase

Extended Cabinet

From top: Rev. Yolanda Villa, Rev. Dwight Chapman, Rev. Karen Hayden, Brian Hammons, Rev. Kendall Waller, Rev. Bob Farr, Rev. Dale Stone, Rev. Cody Collier, Rev. Max Marble, Rev. Kurt Schuermann, Rev. Steve Cox, Rev. Bart Hildreth, Rev. Ann Rathert, Rev. David Norbury, Rev. Lynn Dyke, Bishop Robert Schnase, Rev. Sherry Habben and Rev. Sandy Nenadal

General Conference

The United Methodist Church is set up in a similar fashion to the American government:

• •

General Conference is like the Legislative Branch The Council of Bishops is like the Executive Branch The 9 member Judicial Council is like the Judicial Branch

The General Conference is the only body that can set official policy and speak for the denomination.

There are nearly 1000 delegates from all over the world-- 1/2 lay and 1/2 clergy.

General Conference

-continued The General Conference considers and makes decisions on petitions and resolutions which determine changes in the Book of Discipline and Book of Resolutions.

General Conference Funds

General Conference is held in years divisible by 4. The next General Conference will be held April 24 to May 4 in Tampa, Florida.

For more information go to www.gc2012.umc.org

2012 General Conference Delegates

Lay Brian Hammons (1st) Larry Fagan (1st) Beverly Boehmer (1st) Shannon Meister (2nd) Randy L. Biggerstaff (3rd) Margie Briggs (5th) Andrew Ponder Williams (5th) Clergy Rev. Cody Collier (3rd) Rev. Emanuel Cleaver III (3rd) Rev. Dr. Steve Breon (5th) Rev. Bob Farr (5th) Rev. Amy Gearhart (5th) Rev. Matt Miofsky (7th) Rev. Robin Roderick (9th)

Jurisdictional Conference

July 18-21, Oklahoma City • • • One of the main tasks is electing new Bishops

Sets budget every four years:

• Jurisdictional administrative budget • Lydia Patterson Institute • SMU Campus Ministry • Mount Sequoyah For more information: http://scj.umportal.org/main/article.asp?id=34 14

2012 Jurisdictional Delegates

Lay Michael Sykuta (6th) Casy Andrews (6th) Don Mowery (6th) Ivan C. James (7th) Nathan Jeffries (7th) Christian Ricks (9th) Dr. Jerry G. Akins (9th) Clergy Rev. Ron Watts (11th) Rev. Jim Downing (11th) Rev. Andy Bryan (11th) Rev. Dr. Sally Haynes (11th) Rev. Yolanda Villa (11th) Rev. Lynn Ann Dyke (12th) Rev. Kendall A. Waller (12th)

More Information

• Missouri Conference • http://www.moumethodist.org

Rev. Sherry Habben

Director of Connectional Ministries and Communications The Missouri Conference 3601 Amron Court Columbia, MO 65202 573-441-1770 [email protected]

Leading congregations to lead people to actively follow Jesus Christ

Rev. Kendall Waller

Director of Finance & Administrative Ministries

Apportionments

• What is an apportionment?

• How are they calculated?

• Where do they go?

The Apportionment Formula

• The decimal for each local church will be based on a single expenditure-based factor: three years’ average of the expenses reported in Columns 53 thru 62 less column 61A (Pre-school, Nursery School, After School and Mothers’ Day Out Programs) of Statistical Table II as published in the respective years of the Conference Journals.

2010 Statistics

Figuring Sheet

Apportionment Resources

• • Go to www.moumethodist.org then click Offices, Treasurer and Financial Ministries, Apportionments, Sharing God’s Gifts Or http://moumethodist.org/console/files/oFor ms_YJ7JB6/Apport10_3DCKFHSN.pdf

GENERAL CHURCH SUPPORT A World Service B Ministerial Education Fund C Episcopal Fund D Black College Fund E General Administration Fund F Africa University Fund G Interdenominational Cooperation Fund H Jurisdictional Total General Church Support I CONFERENCE SUPPORT Congregational Excellence J Pastoral Excellence K Ordained Ministry Team L District Superintendents M Clergy Support N Connectional Ministries O Mission, Service & Justice Ministries P Conference Administration Total Conference Support TOTAL APPORTIONMENT

2011 Approved 2012 Approved $ % Change Change

$1,946,098 657,439 546,192 262,241 212,359 58,692 51,230 125,139 $3,859,390 $1,920,546 ($25,552) 637,201 (20,238) 585,006 254,151 38,814 (8,090) 219,346 56,881 6,987 (1,811) 50,438 125,139 (792) 0 $3,848,708 ($10,682) -1.3% -3.1% 7.1% -3.1% 3.3% -3.1% -1.5% 0.0% -0.3% $2,087,265 185,719 265,517 1,732,575 2,394,204 2,019,383 450,587 747,684 $9,882,934 $1,739,499 ($347,766) 770,465 -16.7% 584,746 314.9% 265,517 1,743,730 0 11,155 0.0% 0.6% 2,379,132 (15,072) -0.6% 1,775,446 (243,937) -12.1% 442,241 836,680 $9,952,710 $13,742,324 $13,801,418 (8,346) 88,996 $69,776 -1.9% 11.9% 0.7% $59,094 0.4%

2012 Budget

General Church, $3,848,708, 28% Conference, $9,952,710, 72%

Incorporation

• Why incorporate?

• Types of incorporation

Missouri Secretary of State Robin Carnahan

• http://www.sos.mo.gov/Business/corporations/f orms.asp

501C3

• • • • go to www.sos.mo.gov

(Missouri Secretary of State) Business tab Corporations Search for a Business

Name

COMMUNITY UNITED METHODIST CHURCH OF COLUMBIA

Name Type

Legal Non-Profit Corporation - Domestic – Information

Charter Number: N00011647 Status: Good Standing Entity Creation Date: 8/20/1971 State of Business.: MO Expiration Date: Perpetual Last Annual Report Filed Date: 7/19/2009 Last Annual Report Filed:

Registered Agent

2009 Agent Name: JAMES V. HOGAN, III Office Address: John Stafford, 3301 West Broadway Columbia MO 65203

Audit Forms

• What is an audit?

• Why do we need an audit?

MISSOURI CONFERENCE OF THE UNITED METHODIST CHURCH REPORT OF THE ANNUAL AUDIT "The committee

(Finance Committee)

shall make provision for an annual audit of the records of the financial officers of the local church and all its organizations and shall report to the charge conference." (Par. 259.4

c

) Additional information including a Local Church Audit Guide is available on the General Council on Finance and Administration web page: www.GCFA.ORG

.

Please use this audit form to report the findings and recommendations of the audit of 2008 financial records.

Church: Charge: District: Conference: ending: For period beginning: Receipts, Disbursements, and Balances: Name of Local Church Fund Balance at Beginning of Period Total amount of cash in all treasuries of the church: Cash Received and Recorded Total Disbursements for Period For Transfers + (-) Balance End of Period

Recommendations: Auditors/Audit Committee has examined accounts listed, has reviewed procedures, has reconciled receipts and disbursements with bank deposits and bank balances, and has found the balances displayed to be correct, procedures proper, and records properly kept, except as noted below: Signed by Auditor or Chair of Audit Committee: Date:

Audit Form

http://moumethodist.org/forms/detail/419

The Local Church Audit Guide

http://www.gcfa.org/sites/default/files/u3/local%20c hurch%20audit%20guide%202011_0.pdf

Tax Considerations for Clergy

• Professional Expenses • Housing Allowances • Utilities • 1099’s & W2’s • GCFA Tax Packet available at http://www.gcfa.org/tax-packet

Tax Considerations for Churches

 Giving receipts   Any gift over $250 Should include the statement, “No goods or services were provided to you by the church in connection with any contribution or their value consisted entirely of intangible religious benefits.”  Tax forms  Record Retention

Resources

• • General Council on Finance and Administration www.gcfa.org

Insurance Considerations

• Run Adequate coverage •

Missouri Conference UMPACT

Administration Team Toll Free 1-800-724-7591 Fax 1-866-947-4593 E-mail: [email protected]

Stewardship Toolkit

• www.moumethodist.org/stewardship

Rev. Kendall Waller

Director of Finance & Administrative Ministries The Missouri Conference 3601 Amron Court Columbia, MO 65202 877-736-1806 [email protected]

Trudy McManus

Clergy Relations and Benefits Administrator

Clergy Relations & Benefits

Caring for those who serve

Pension

• • All active clergy – full time, part time, student local pastor Church is invoiced monthly

Pension Plan

• • • CRSP – Clergy Retirement Security Program General Board of Pensions and Health Benefits is the administrator • • 2 components to the plan: Defined Benefit Defined Contribution

CRSP

• • • Defined Benefit Paid out as an annuity at retirement Formula: 1.25 % x DAC at retirement x years of service in the CRSP plan 2% annual increase after retirement

CRSP

• Defined Contribution 3% of compensation Paid as cash at retirement

CRSP billing

• Church is billed 12.22% of pastor’s compensation • 3% for Defined Contribution • 9.22% for Defined Benefit Invoiced monthly via paper statement from the conference office.

UMPIP –

United Methodist Personal Investment Plan • • • • • • • • Optional Additional funds for retirement Set up at anytime Before-tax or After-tax contributions %age or $ basis “Hardship” withdraws allowed Accessible at age 59 ½ You can direct the investment

CPP

• • • Clergy Protection Plan Death and Disability Full time clergy only

CPP death benefits

Death of active full time clergy: $50,000 Death of retired clergy: 30% of DAC at time of death Spouse and dependent death benefits

CPP Disability

• • • • Must have 2 years in plan Can apply for benefits if unable to work for at least 6 months due to disabling condition Determination is made by GBOP 70% of compensation, paid monthly

CPP continued:

• • Optional Life Insurance Plan for Clergy enrolled in CPP • Enrollment through General Board open enrollment September 2011

HealthFlex

• • • Full time Elders, Associate Members and Local Pastors – mandatory Church pays for Clergy Umbrella Plan – includes: • Medical: United HealthCare • Dental: Cigna • Pharmacy: Medco • Mental Health: United Behavioral Health • Vision: VSP (Vision Service Plan)

HealthFlex

• • • Optional dependent coverage – clergy responsible for payment Billing is sent to the church • • • Cost: Clergy $730/month 1 Dependent $653/month Family (more than 1 dependent)$1030/month

HealthFlex

• • • Eligibility Must enroll within 30 days of becoming full time Dependent enrollment available: • • Within first 30 days of eligibility Open enrollment – month of November • Within 30 days of qualifying event • Including spouse losing other coverage

Wellness Program?

Wellness Programs

• Successful wellness programs change behavior by making it fun and/or rewarding.

Play video http://www.youtube.com/watch?v=2lXh2n0aP yw

2011 Wellness Programs

• • Again for 2011!

Virgin HealthMiles – pedometer Earn up to $300 Must enroll to receive incentives for 2011 www.virginhealthmiles.com

2011 Wellness Programs

HealthQuotient (HQ) Must complete the HQ between August 1 September 30, 2011 or you will be accessed a deductible surcharge of $250/individual, $500/family in 2012 Go to http://www.gbophb.org/ and click on Healthflex/WebMD to get started

2011 Wellness Programs

Quest Diagnostic Screening Must complete at a local Quest Laboratory by July 31, 2011. Will receive $100 Healthcash if enrolled in HealthFlex & VHM. A Quest Screening is a blood test. Provides information about: Cholesterol Levels, Heart Disease Risk, Stroke Risk, Diabetes Risk And Management, Thyroid Abnormalities, Kidney Disease, Anemia Or Iron Overload, Liver Disease, And Prostate Cancer In Men

Salary Reduction

• • Medical Reimbursement Account (MRA) • • • • Dependent Care Account (DCA) Sign up during Open Enrollment (November) Line 9a and 9b of Pastoral Support Form Billed to church on invoice Maximum of $5000/year

Healthcare Reform

• • • • Changes for 2011 Coverage of dependents until age 26 regardless of student/dependent status Lifetime limit removed OTC drugs will not be reimbursed through Medical Reimbursement Accounts (MRA)

Full Time or Part Time

• • • For purposes of determining benefits – Full or part time status is based on

compensation

Compensation is • Salary (line A) + Housing (line B), or Salary (line A) + Parsonage On your Pastoral Support form

Full Time or Part Time

• • Full time compensation for Local Pastors: 2011 - $41,866 • 2012 - $43,235

Review

• Full time clergy benefits: • CRSP (pension plan – PT and FT)) • CPP (death and disabilty – FT only) • HealthFlex (health insurance – FT only)

Review

• Part time clergy benefits CRSP

Review

• • Full time or part time?

Determined by compensation • Compensation: Salary + Housing /Parsonage • Line A and Line B on Pastoral Support Form

Review

• Must enroll for benefits within 30 days of eligibility • Get enrollment materials from Trudy McManus or your district office

The Connection

• Local Pastors connect to their District office • • Elders and Deacons connect to Conference office • Chair of the Fellowship Dave Hackett

Resources

• • • • • • Conference Office Clergy Relations & Benefits 573-441-1770, or toll free 877-736-1806 Trudy McManus Email: [email protected]

General Board of Pensions and Health Benefits 800-851-2201 www.gbophb.org

Adaptive Learning and Leadership

• • • What we have been doing is not working The answers we need have not been found yet We must develop the answers we need for today….

• Collaborative learning • Searching the internet • Discussion • Trying new things and risking failure

Faith Development Resources

Leading congregations to lead people to actively follow Jesus Christ