Finance Committee

Process for Applying for Diocesan Financial Assistance

Does your congregation have a program or ministry that could use financial support from our Diocese? Have you wanted to start a new ministry or continue an old one, but just do not have the finances to do so? If so then this grant application may be right for you.

As part of its annual Budget, the Diocese allocates funds for programs and ministries at the congregational level. This grant process is open to all congregations, and in the case of the Parker Bulmer grants for ministry to seniors, appropriate church-affiliated organizations. Therefore, you do not need to have gotten a grant before in order to be eligible. Moreover, being a previous recipient does not guarantee that you will continue to be funded.

If you would like to have your program/ministry considered for funding, all of the following items will need to be included in your application packet:

1. Completed Application Information sheet - see below link
2. 2013 Parochial Report – as filed with Church House
3. 2012 Audit – as filed with Church House
4. 2013 Budget – include the actual end-of-year numbers
5. 2014 Budget – include the actual year-to-date numbers
6. 2015 Proposed Budget
7. Description of the program/ministry to be funded
8. If you received funding in 2013 or 2014, please describe both how the money was used and whether or not you were able to achieve your goals for the ministry or program.

Due to the relatively small amount of money available to support programs, the 2015 budget is very limited and so unfortunately, we simply cannot fund every application. We will evaluate applications based on demonstrated need and on the ability of the parish or organization to use the money to achieve its proposed goals. Incomplete applications will not be considered.

2015 Budget Grant Application

The deadline to submit the application is Monday April 7, 2014.  Please send the completed application package electronically to Rob Rogers at Church House robr@diopa.org.

If you have any questions or need assistance in completing your application, please contact Barry Norris at 215-541-4003 or verger@churchoftheholyspirit.us.

 

Diocese of Pennsylvania Finance Committee

The Finance Committee came into being as a result of a resolution recommended by the Financial Review Committee and adopted at Diocesan Convention in November 2012.  Its inaugural meeting took place on December 11, 2012.

In the interest of keeping you informed about our work, a membership list is posted on this part of the diocesan website and minutes of each monthly meeting will be posted when they are approved at the subsequent meeting.

Should you have any questions about the work of the Finance Committee please contact its Chair, Mr. Eric Rabe at ericrabe@me.com.

Proposed 2014 Unified Budget

 

Responsibilities of the Finance Committee:

 -       Direct and manage the annual budget process of the Diocese as set forth in Canon 7.3 (Budget Subcommittee):

  • Oversee a unified budget process that incorporates both the Episcopate and Program Budgets.  The budget will be approved annually by Convention. 
  • Exercise the authority to increase or reduce budgeted expenditures in order to respond to changes in expenses or revenue between Conventions, provided any such changes are in keeping with the mission and ministries of the Diocese.  The Finance Committee may reallocate funds among budgeted expenditures with the approval of the Bishop, Standing Committee, and Diocesan Council.

 

-       With regard to the acquisition, management, and disposition of real property and tangible personal property (Property Subcommittee):

  • Oversee the acquisition and disposition of real and tangible property held in trust for the Diocese with due regard for the roles of the Bishop and Standing Committee as set forth in Canon13.2, and for the role of Church Foundation
  • Oversee the management by Diocesan personnel of real and tangible property held in trust for the Diocese
  • Oversee the process of selling closed churches and make recommendation to Bishop and Standing Committee in regards to their sale.

 

-       With regard to the management and disposition of investments in financial instruments (Investment Subcommittee):

  • Review and monitor the investment policy established by the Church Foundation for Diocesan investments at least annually
  • Provide input to the investment committee of Church Foundation
  • Review the results for Diocesan investments as reported quarterly by Church Foundation pursuant to Canon 19.3.2

 

-       With regard to the general financial affairs of the Diocese (full Committee except as noted below):

  • Determine the short and long-term financial goals for the Diocese consistent with its mission and ministries
  • Determine policies for the acceptance, use, and disposition of gifts to the Diocese
  • Determine a policy for and oversee the implementation of a records management policy for the Diocese
  • Identify and develop alternative options for sources of revenue for the Diocese
  • Oversee, with the assistance of reports from the Canon for Finance, the accounting functions of the Diocese, including audit functions (Diocesan Audit Subcommittee)
  • Recommend uses for proceeds from closed parishes, consistent with the mission and ministries of the Diocese, to the Bishop and the Standing Committee in accordance with Canon 13.2
  • Review financial statements and reports of Church Foundation and Diocesan Health and Welfare Benefits Trust/CCCEB at least quarterly

 

-       With regard to the parochial affairs of the Diocese (Parochial Relations Subcommittee)

  • Assist parishes in conforming with Canons 16 and 17
  • Consider and make recommendations respecting all appeals for funds within the Diocese of Pennsylvania requiring Diocesan approval
  • Assist parishes in achieving their financial obligations to the Diocese
  • Set guidelines for Parochial Reports consistent with The Episcopal Church and assist parishes with submitting their reports
  • Review and compile statistics regarding Parochial Reports
  • Determine requirements for property insurance for parishes and review parish compliance therewith

 

-       Manage all other financial affairs of the Diocese not assigned to other individuals or bodies by the Canons

 

Finance Committee Membership: 13 voting members and three ex-officio non-voting attenders (2014 members listed below):

-       The Bishop (The Rt. Rev. Clifton Daniel)

-       1 person appointed by the Bishop (either clergy or lay) (Ann Booth-Barbarin, Brandywine)

-       2 members of and designated by Standing Committee (1 clergy and 1 lay) (The Rev. Kirk Berlenbach, Wissahickon, and JoAnn Jones, Schuylkill)

-       2 members of and designated by Diocesan Council (1 clergy and 1 lay) (Elise Bowers, Montgomery, and The Rev. Carolyn Huff, Brandywine)

-       The Diocesan Treasurer (Norman McClave, Merion)

-       The Canon for Finance (non-voting) (Rob Rogers)

-       1 Representative from Church Foundation (non-voting) (James Pope, Wissahickon)

-       1 Representative from the Commission on Clergy Compensation and Employee Benefits (non-voting) (Margaret Ullman, Southwark)

-       6 persons elected by Convention (3 clergy and 3 lay elected for three-year terms, (Nora Adelmann, Southwark and The Rev. Adam Kradel, Delaware in three-year terms ending in 2016; John Loftus, Valley Forge and The Rev. George Master, Schuylkill in two-year terms ending in 2015; and The Rev. Dr. Charles Flood, Southwark, and Eric Rabe, Merion in one-year terms ending in 2014)

MINUTES

February 2014

November 26, 2013

October 2013

September 2013

June 2013

May 2013

April 2013

Mar. 2013

Feb. 2013

Jan. 2013

December 2012

 


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