Treasurer & Financial Resources


 

Benefits Roadshow 2019

In this recorded live stream, Rev. Nate Berneking, Director of Finance & Administration, discusses healthcare and retirement benefits for annual election 2020. Berneking also explains Wespath's upcoming proposal to General Conference 2020. The 2020 proposal will create significant changes to the pension for both full and part-time clergy.

Clergy Tax Webinar

Director of Finance and Administration Nate Berneking covers common clergy tax questions in this one-hour webinar.

Fair Labor Standards and the Church Webinar

Director of Finance & Administration, Rev. Nate Berneking, discusses changes related to overtime pay requirements. In this hour-long webinar Nate walks churches through the new rules, attempt to clarify who might be exempt and who must be paid overtime, and answer any related questions.

Financial Ethics for Local Churches Webinar

The Office of Finance and Administration works to assist local churches in their stewardship and generosity ministries. Sadly, several churches in Missouri have experienced financial impropriety due to lack of financial controls, mismanagement and questionable financial ethics of local leaders. To aid in preventing such issues, Rev. Nate Berneking hosted this webinar on Financial Ethics for Clergy and Laity. RELATED RESOURCES Presentation slides (.pdf)

Housing Allowance Case Information

Learn more about the court decision affecting clergy housing allowances.

Local Church Board of Trustees Presentation

Learn more about the duties of the Board of Trustees in the local church with Director of Finance & Administration Nate Berneking's presentation.

Local Church Finance Committee Just Finance Presentation

Learn more about the duties of the Finance Committee in the local church with Director of Finance & Administration Nate Berneking's Just Finance slides.

Local Church Financial Policies Template

Missouri Conference Director of Financial and Administrative Ministries Nate Berneking offers this template as a guideline for local churches that are developing or revising the financial policies for their ministry.

Navigating Clergy Forms, Addenda and Compensation Webinar

Director of Finance & Administration, Rev. Nate Berneking, discusses clergy compensation forms while also clarifying the interplay of secular law with United Methodist policy and practice and addresses the role played by the local church in budgeting for clergy compensation and correct withholding from a pastor’s paychecks.

Reimbursement for Moving Expenses Video

Any pastor who moves will now be required to pay federal and state taxes on reimbursements they receive for those. Churches are required to report them on the pastor’s W-2. And, all of this affects a pastor’s pension. This video summarizes the changes and requirements to the tax code affecting reimbursements for moving expenses.

Standards and Guidelines for Church Parsonages

These standards are intended to provide for housing that meets safety, codes, good building practices and comparable community living standards in church parsonages.

Ten Commandments of Church Law

This Church + The Law primer is presented by Jordan Ault, Missouri Conference Chancellor, on topics such as immigration issues, real estate, employment, tax/UBIT, HIPAA/protecting information, copyright, IP, trusts/estate/planned giving and litigation.

The Church + Politics Legal Webinar

This one-hour webinar answers questions about how pastors and churches can legally engage in political speech and activities. Learn more about the Johnson Amendment, legislation that regulates what tax-exempt organizations such as churches can do in the political arena. Plus, a bonus segment on how churches can help reach vulnerable populations in the 2020 Census facilitated by Sidney Owens, Community Engagement Specialist.

W2's and Local Church Taxes Webinar

Director of Finance & Administration, Rev. Nate Berneking, discusses W-2 completion and employer tax reporting for local churches

Worship Counting Protocols

The Missouri Conference protocol for worship counting.

Year-End Stats Webinar

Director of Finance and Administration Nate Berneking discusses the 2017-2020 year-end stats tables and answers questions about the reporting process in this webinar. The 2018 Year-End Stats Update webinar is also included here.