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Outlines pastoral compensation, clergy health and pension benefits, CPP (death and disability), and reimbursement and discretionary accounts. Includes a budget calendar from February through January, describes expected budget contents and level of detail, and provides a sample worksheet structure with income and administration categories for comparing budget versus actual results.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/monthly-church-budget-template/254153/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/monthly-church-budget-template/254153.png","ImageObject",442,249,{"name":88,"@type":89},"River Wang","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-31","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",6,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of a church budget in this guidance?","Question",{"text":109,"@type":110},"A well-run church budget ensures expenses do not exceed anticipated income, measures progress toward goals, and provides the congregation with a snapshot of financial matters.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How is the budget prepared and approved?",{"text":114,"@type":110},"The Finance Committee member prepares it using input from the Administrative Council and committees, compares prior-year budget to current-year actuals, then publishes it in advance and seeks approval at a Charge Conference or a subsequent Administrative Council meeting.",{"name":116,"@type":107,"acceptedAnswer":117},"What does the sample worksheet include?",{"text":118,"@type":110},"It organizes budget lines by income and administration categories (e.g., pledges, other contribution income, administrative salary, office supplies) and supports budget-versus-actual comparisons across columns and time periods.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},254153,1789275439,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":126,"read_time":30},1099514067438,"https://ap-avatar.wpscdn.com/avatar/100002539ee87300030?x-image-process=image/resize,m_fixed,w_180,h_180&k=1780474512215547542","Church Finances  \nRoss Williams  \n[rwilliams@nyac.com](rwilliams@nyac.com)  \nAgenda  \n• Budgets & Reporting  \n• Tax Exempt Status  \n• Employment Taxes  \n• Tax Reporting  \n• Investments  \n• Audits  \n• Checks & Balances  \n• Pastoral Compensation  \n• Clergy Health Benefits  \n• Clergy Pension Benefits  \n• CPP (Death & Disability)  \n• Reimbursement Accounts  \n• Discretionary Accounts  \n• Apportionments  \n• Job Descriptions  \n• Financial Secretary  \n• Treasurer  \n• Finance Committee  \n• Record Retention  \n• Resources  \n• Key Contacts  \n• GCFA Apportioned Fund Descriptions  \nMy Background  \n• Lifelong Methodist  \n• Have attended three UMC’s of the NYAC with the current one being in Darien, CT  \n• Currently the Finance Chair for Darien UMC. Previously served in Stewardship and Treasurer roles  \n• Worked in the corporate world for 25 years  \n• CPA / MBA  \n• Joined the NYAC in August 2010  \nBudgets & Reporting  \n• Essential component of a well-run church  \n– Allows determination that expenses do not exceed anticipated income  \n– Provides an excellent yardstick to measure progress in meeting goals  \n– Presents a snapshot of financial matters to congregation  \n• Prepared annually:  \n– By Finance Committee member with expertise  \n– Based upon Input from Administrative Council and Committees  \n– Allowing periodic comparisons with actual data  \n– Using QuickBooks or other appropriate software  \n– Compared to prior year budget and estimate of current year actual  \n– Published in advance and approved at either Charge Conference or at a subsequent Administrative Council meeting  \n• Should contain all income and expenses including apportionments  \n• Periodic financial reporting can strengthen Stewardship efforts; some consider lack of reporting to be drag on efforts to promote additional giving  \nBudgets & Reporting (continued)  \nInclude detail of significant components:  \n• Tithes & Offering  \n• Other contribution income  \n• Fees from outside users of church space  \n• Investment return from money market accounts, bonds and stocks  \n• Miscellaneous income  \n• Salaries and health and pension benefits  \n– Pastor and associates  \n– Program staff-music, education, etc.  \n– Administrative staff  \n– Sexton and custodial staff  \n• Pastor and Associates accountable reimbursements  \n• Parsonage costs  \n• World service and administrative apportionments  \n• Program expenses  \n• Administrative expenses  \n• Building expenses  \n• Payments on loans  \n– Principal  \n– Interest  \n• Anticipated capital additions  \n• Miscellaneous expense  \nSample Budget Calendar  \n• February to September:  \n– Furnish Administrative Council and Committees with a Budget to Actual Report with explanations of variances  \n– Project amounts to year-end  \n– Determine actions needed to bring actual amounts in line with Budget  \n• October:  \n– Request Committee Chairs to provide input for next year’s Budget  \n– Obtain from NYAC estimates for next year’s HealthFlex, Pension, Insurance  \n• November:  \n– Obtain from NYAC website next year’s Apportionment data  \n– Compile and distribute draft budget to Administrative Council  \n• December / January:  \n– Revise as may be necessary and obtain Administrative Council Approval  \n– Communicate budget to congregation  \nBudget Details  \n\n|   United Methodist Church |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| 2011 Budget Worksheet |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |\n|  | 2011 | 2010 | 2010 | Increase / Decrease |  | Pre- |  |  |\n|  | Budget | Budget | Actual | 2010 Budget | 2010 Actual | School | Source | Budget Notes |\n| Income |  |  |  |  |  |  |  |  |\n| I-1 · Pledges |  |  | $ - |  |  | Stewardship |  |  |\n| I-2 · Non Pledge Regulars |  |  | - |  |  |  | Fin. Sect |  |\n| I-3 · Loose Plate |  |  | - |  |  |  |  |  |\n| I-4 · Christmas/Easter Offering |  |  | - |  |  |  |  |  |\n| I-5 · Facilty Rent |  |  | - |  |  |  |  |  |\n| I-6a Preschool Facilities Donation |  |  | - |  |  | Yes |  |  |\n| I-","cbCaieNK8oyJiLmh","https://ap.wps.com/l/cbCaieNK8oyJiLmh","pdf",802814,45,"English","# Budgets & Reporting\n## Essential purpose and preparation process\n## Sample budget calendar\n## Budget details\n# Tax Exempt Status\n## 501(c)(3) group exemption overview\n# Employment and tax reporting topics\n## Employment taxes\n## Tax reporting\n# Investments, audits, and internal controls\n## Checks & balances\n# Clergy compensation and benefits\n## Pastoral compensation\n## Health and pension benefits","[{\"question\":\"What is the purpose of a church budget in this guidance?\",\"answer\":\"A well-run church budget ensures expenses do not exceed anticipated income, measures progress toward goals, and provides the congregation with a snapshot of financial matters.\"},{\"question\":\"How is the budget prepared and approved?\",\"answer\":\"The Finance Committee member prepares it using input from the Administrative Council and committees, compares prior-year budget to current-year actuals, then publishes it in advance and seeks approval at a Charge Conference or a subsequent Administrative Council meeting.\"},{\"question\":\"What does the sample worksheet include?\",\"answer\":\"It organizes budget lines by income and administration categories (e.g., pledges, other contribution income, administrative salary, office supplies) and supports budget-versus-actual comparisons across columns and time periods.\"}]","Monthly Church Budget Template | PDF"]