INUMC Year End Information

1. INUMC Year End Information Published December 31, 2013 (this is an auto-run presentation)

2. Physical Office Address: Indiana Annual Conference 301 Pennsylvania Pkwy, Suite 300   Indianapolis, IN 46280 877‐781‐6706 Office Hours M-F 8:30-4:30 Tithe Remittance Address: INUMCDept. 6089 Carol Stream, IL 60122‐6089 Use this address for ALL Giving! Address Information

3. The Conference is asking for a minimum of a 10% tithe of undesignated income and your district support is a % of this same income figure. Specifically, below are the guidelines we passed as an Annual Conference in June, 2011 for what is to be included in that calculation. Income from identified and unidentified contributors. Pledged or unpledged income. Undesignated interest and dividend income. Income received from building use fees. Income received from fundraisers and programs in support of the operating budget. Income from capital campaigns, pass-through giving and tuition-based ministries is not included in the tithing calculation. Calculating Tithe

4. North District 1% Northeast District 1% Northwest District 1% North Central District 1% Central District 1.5% East District 1% South District 1.5% Southeast District 1.25% Southwest District 1.2% West District 1.45% 2014 District Percentages

5. In box 1 put Gross cash salary – Less Personal portion of health insurance Flex Spending withholding Pre-tax UMPIP contributions withheld Housing or parsonage exclusion Preparing W2s

6. Boxes 3, 4, 5, and 6 should be 0s for clergy Preparing W2s

7. Box 12a is where Employer AND Employee portion of health insurance premiums are reported with code DD Preparing W2s

8. Also check the box for Retirement plan Box 12b is where pretax UMPIPcontributions go with code E Preparing W2s

9. "Housing Exclusion" or "Parsonage Exclusion" amount is reported in Box 14 for informational purpose Preparing W2s

10. Include all gross salaries here less: * clergy housing/parsonage exclusion for qtr * flex spending withholding * pre-tax UMPIP contributions withheld * personal portion of health ins withheld Quarterly 941 Filing

11. No clergy wages should appear in #5 Quarterly 941 Filing

12. Deadline for prior year tithe payments 4th Quarter Form 941W-2’s to employees 1099’s to independent contractors W-3’s, W-2’s to IRS WH-3’s to IN Dept of Revenue Important Dates – 1stQtr

13. 1stQtr 941 Form Form NP20 to IN Dept of Revenue, Property Tax Exemptions to local Assessor's office (if changes) Personal Property Tax Forms to Local Assessor’s office Local Church Audit form to Conference Center Important Dates – 2ndQtr

14. 2ndQtr 941 Form 3rdQtr 941 Form Important Dates – 3rd/4thQtrs

15. www.inumc.org www.gcfa.org www.bcbsil.com www.umcgiving.org www.umcmission.org www.in.gov/dor www.gbophb.org www.irs.gov Useful Websites

16. Jennifer Gallagher, Director of Financial ServicesTax questions, Church financial visits • Heidi Harding, ControllerYear End Reporting, 941 & W2 questions, ROG • Elsie Miller, Database Administrator Address changes • Anne Hayton, Financial Services/Pension ClerkPension questions • Linda Eskew, Insurance ClerkInsurance questions • Diana Barnett, Financial Services Clerk Accounts Payable • Emily Burkhart, Financial Services Clerk/Camp RegistrarCamp registrations, Deposits • Jenni Walker, Financial Services ClerkMoving information Email first name . last name@inumc.org Financial Services Contacts

17. For questions, comments, or suggestions on this presentation please contact Heidi Harding at the Conference Center. heidi.harding@inumc.org You can also download a hard copy on the INUMC website under the Finance section.