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~ Addressing Congregational Finance and Administration ~
In This Issue
Important Dates

November 30
Common Life Share Pledges Due

February 24
Leadership Academy

March 1
Parochial Reports, 2017 Financials, 2018 Budgets, Annual Meeting Report, Church Officer Data Collection Forms Due

April 1
Notification of Type of Audit Due

Quick Links
December 2017
Canon Young
December is a busy month for churches!  While it should be all about Advent and preparations for Christmas, most of us are finishing up our stewardship drive, finalizing next year's budget and finding new vestry members. As I write this, the Thomas Fire continues to burn out of control reminding us of our vulnerabilities.
All of this makes it so hard to stay centered and focused on what sustains us. Praying that you remember the words of the angels.

"Do not be afraid; for behold I bring you good news of great joy for all the people: to you is born this day in the city of David a Savior, who is the Messiah, the Lord."

Advent and Christmas Blessings,
Canon Julie Young
Canon for Finance and Administration and Diocesan Treasurer
Office of the Bishop Address
The Episcopal Diocese of San Diego
2083 Sunset Cliffs Blvd.
San Diego, CA 92107

Delegate Election Notice
Please Note: The delegates you elect at your upcoming annual meetings will serve as the delegates who will elect our fifth bishop in 2019. Please be aware of this. If you have questions, contact the Rev. Canon Nancy Holland, 619-481-5452.

The minimum wage for exempt and non-exempt employees is changing on January 1, 2018. Please note the new amounts. 

2017 2018 San Diego City
25 Employees or Fewer
$10.00 $10.50 $11.50
More than 25 Employees $10.50 $11.00 $11.50

All non-clergy employees are paid hourly except salaried employees: 


2017 2018
25 Employees or Fewer $41,600 $43,680
More than 25 Employees $43,680 $45,760

Housing resolutions must be passed by the vestry for clergy members to be able to take advantage of the tax benefits of housing cost exemption from income tax. You can find the template on the diocesan website.

Common Life Shares Due Nov 30
Common Life Share pledges were due November 30. Thank you to all who have already submitted. If you have not, and you need the form, please contact Diana Rubi, 619-481-5458.

You should receive your parochial report form from the Episcopal Church soon if you have not already. Rosa Feeney will be available for one-to-one consulting at Leadership Academy on Saturday, February 24. Learn how to put together a parochial report in a private consultation. Parochial reports are due March 1. Please provide your 2017 financial statement (reconciling the financials with the parochial report) and the 2018 budget with your report. 

Imputed Income
You should have received information about life insurance imputed income for your clergy. If you haven't, please contact Diana Rubi, 619-481-5458.

Don't forget to ask you payroll provider to report life insurance imputed income for your clergy members on their W2 - box 12c. 

Leadership Academy: February 24
Save the date for Leadership Academy at St. Bartholomew's, Poway. Workshop tracks will be offered that cover everything vestries, priests and employees need to know to become a healthy congregation. Included will be a robust finance and admin track with finance and accounting, audits, insurance, and human resources. A schedule and registration information is on our website .

Wellness Tip of the Month
Health Humor
Why It's Hard to Eat Healthy (4:26)
Why It's Hard to Eat Healthy (4:26)

The Episcopal Diocese of San Diego and its employees do not provide, and none of the information furnished in this email should be viewed as investment, tax, or legal advice. The content of this email is provided for your information purposes only.
The Episcopal Diocese of San Diego | 619-481-5453 |  |