Upper New York Annual Conference

2023-2024 Church/Charge Conference and Annual Forms

2023-2024 Annual Report Form Checklist – print and use this checklist as a record of forms completed.

To download forms, click the name of the form. If you are having trouble opening the forms,
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(Be sure to uncheck the optional offers in the center panel.)

Due by August 25th, 2023 (Complete online, save, print and mail a signed copy to District Office) *

Clergy Profile, Supervisory, Appointment Advisory Form (requires Clergy login)

DUE September 20, 2023 (Email or snail mail to District Office) *

Nominations/Personnel (your own)
2024 Active Clergy Compensation Form (requires Microsoft Excel 2003 or later)
      Clergy Housing Exclusion Resolution
      ARP Resolution (Accountable Reimbursement) Only New Appointment/Change of Appointment
      2024 Retired Serving Clergy/Lay Supply Compensation Form with excel worksheet
    NOTE: Click here for information related to compensation worksheet and resolutions above.
Declaration of Candidacy for Licensed/Ordained Ministry
Certified Lay Ministers Annual Report
Certified Lay Servant Annual Report
Lay Speaker Annual Report

DUE 15 days Prior to Church/Charge Conference (Email or snail mail to District Office) *

1. Church Outreach & Volunteers In Mission
2. Report of Pastor
3. Imagine No Racism (complete online at https://bit.ly/INRform )
4. Trustee Election Ballot
5. Local Church Leadership Interface (print in landscape layout)
6. Safe Sanctuary Compliance Report
7. Accessibility Audit (due in the odd calendar year)

FORMS If Applicable:

8. Bequest Resolution
9. Retired Clergy in the church ¶ 357.5
10. Parsonage Inspection & Committee

Due at Church/Charge Conference (Send to District Office)

11. Church/Charge Conference Minutes (with any attachments)
12. Church/Charge Conference Sign-In Sheet (print in Landscape layout)

Due by November 1, 2023 (Complete online, save, print and mail a signed copy to District Office) *

Congregational Profile & Appointment Advisory Form (requires Church login)
Pastor – S/PPRC Covenant Form (requires Church login)

Due by February. 15, 2024 (Mail completed & signed copy of each to the District Office) *

Report of Trustees
Report of Finance Committee
2023 Year End Financial Report (your format)
2024 Church Budget (your format)
2023 ACStats - Statistical Reports (complete online at http://stats.gcfa.org) *

Due by March 15, 2024 (Mail completed copy of each to District Office)

2023 Local Church Annual Audit

NOTES

* For help logging into uny.umcprofile.org or ACStats please contact your District Office