Welcome to the Finance Resource and information page. It is our goal to provide our churches and their hard-working financial and administrative personnel with as many documents, forms, links and current information as possible.
- DIF Investment Summary Q4 2019
- DIF Overview as of 2019-12-31
- DIF Withdrawal Form fillable (2 Signatures)
- Diocese of Oregon Investment Policy Statement 2019-02
- 2020 Diocesan Stakeholder Letter
- SRIF Investment Summary Q4 2019
- SRIF Overview as of 2019-12-31
- Socially Responsible Investment Fund Investment Account Instructions
- Socially Responsible Investment Fund Transfer Instructions
- The Episcopal Church Manual of Business Methods in Church Affairs (revised December 2019)
- The Episcopal Church Records Retention Schedule
- Episcopal Diocese of Oregon Policies and Procedures Manual
- Audit Program Booklet
Fiscal Policies & Procedures: This presentation was given at Convention by McDonald Jacobs, the auditing firm that does the annual audit for the Diocesan finances. The presentation covers best practices for internal financial controls. Please feel free to use this presentation for your vestry, and administrative staff. Click here to download the presentation.
Use the following resources to prepare and file your congregation’s Parochial Report for 2019.
Filing of the 2019 Parochial Report opens January 2, 2020.
To begin preparing for the upcoming filing year, downloadable forms and instructions are available on the Episcopal Church website at:
New Important Information:
We have moved our online filing site to a new URL. Please save the following link:
Due to site security and convenience, we are no longer providing and/or using a Unique Episcopal Identifier (UEID) and PIN as login credentials. That means beginning January 2nd, you will be asked to create a new login. In order to create a new login, you will need your UEID and PIN to begin the process. If you cannot remember your PIN, click “Forgot Password” and follow the prompts for instructions.
Note your new login will need to be an active email address and your password will be case sensitive. If you do not know your UEID, you may look it up here: https://sites.google.com/view/episcopal-eparish-lookup/
If you are not able to access the online materials, contact your diocesan office for help.
Please note that the canonical deadline to submit your reports to your diocese is March 1, 2020. However, please check with your diocese for particular diocesan requirements. The final canonical deadline to the Office of the General Convention is May 1, 2020.
Reminder: Late reports are accepted but will not be reflected online. Please make sure your report is completed by the canonical deadlines. Thank you!
If you have questions about the Parochial Report, please email: firstname.lastname@example.org
For 2020, the mileage reimbursement rates for the Episcopal Diocese of Oregon are:
- 57.5 cents per mile for diocesan staff being reimbursed for miles driven for staff business.
- 35.75 cents per mile for clergy and lay people who are not diocesan staff but who are engaged in Diocesan Committee and Commission business. (NOTE: This is the median rate between the IRS reimbursement rates for business and charitable purposes. See IRS rates below.)
For reference purposes, here is the IRS publication regarding mileage reimbursements for 2020.
IR-2019-215, December 31, 2019
WASHINGTON — The Internal Revenue Service today issued the 2020 optional standard mileage rates (PDF) used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes.
Beginning on January 1, 2020, the standard mileage rates for the use of a car (also vans, pickups or panel trucks) will be:
- 57.5 cents per mile driven for business use, down one half of a cent from the rate for 2019,
- 17 cents per mile driven for medical or moving purposes, down three cents from the rate for 2019, and
- 14 cents per mile driven in service of charitable organizations.
The business mileage rate decreased one half of a cent for business travel driven and three cents for medical and certain moving expense from the rates for 2019. The charitable rate is set by statute and remains unchanged.
It is important to note that under the Tax Cuts and Jobs Act, taxpayers cannot claim a miscellaneous itemized deduction for unreimbursed employee travel expenses. Taxpayers also cannot claim a deduction for moving expenses, except members of the Armed Forces on active duty moving under orders to a permanent change of station. For more details, see Rev. Proc. 2019-46 (PDF).
The standard mileage rate for business use is based on an annual study of the fixed and variable costs of operating an automobile. The rate for medical and moving purposes is based on the variable costs.
Taxpayers always have the option of calculating the actual costs of using their vehicle rather than using the standard mileage rates.
A taxpayer may not use the business standard mileage rate for a vehicle after using any depreciation method under the Modified Accelerated Cost Recovery System (MACRS) or after claiming a Section 179 deduction for that vehicle. In addition, the business standard mileage rate cannot be used for more than five vehicles used simultaneously. These and other limitations are described in section 4.05 of Rev. Proc. 2019-46 (PDF).
Notice 2020-05 (PDF), posted today on IRS.gov, contains the standard mileage rates, the amount a taxpayer must use in calculating reductions to basis for depreciation taken under the business standard mileage rate, and the maximum standard automobile cost that a taxpayer may use in computing the allowance under a fixed and variable rate plan. In addition, for employer-provided vehicles, the Notice provides the maximum fair market value of automobiles first made available to employees for personal use in calendar year 2020 for which employers may use the fleet-average valuation rule in § 1.61-21(d)(5)(v) or the vehicle cents-per-mile valuation rule in § 1.61-21(e).”