Copies of this report should be filed with the District ...

Copies of this report should be filed with the Campus Minister, District Superintendent, Conference Campus Ministry Office and with Local Board Records.

The United Methodist Church Yearly Conference

Report of the Director/ Clergy

Board of Director’s Information

The report of the Director/Clergy shall cover the work of the Director/Clergy and give basic information about the

Board of Directors and the vision of the Wesley Foundation

This report reflects the dates beginning January 1 , _______ and ending December 31, _______, for the

Wesley Foundation at _________________________________, in the ______________________________ District

of the Oklahoma Conference of the United Methodist Church.

Our supporting congregation (designated local church) is ______________________.

The Pastor of our support congregation (designated local church) is ______________________________________.

Is this a recognized Ecumenical Campus Ministry? Yes/ No

Director/ Clergy Information:

Name:

Home Address: _____________________________ City: ____________________ State _______ Zip _______

Home Phone:

Office Address: _____________________________ City: _____________________ State _______ Zip _______

Office Phone: Cell Phone

Office Email Address: __________________________ Personal Email Address: ___________________________ _

I. Are you an appointed Campus Minister? Yes / No

II. Do you serve as a full-time Clergy? Yes / No

III. Do you share your appointment with a church or another agency of the Church? Yes / No

IV. For Clergy Appointments:

a. Baptism:

i. Number of Infant Baptism? ________

ii. All other: children, youth, students, adults? ________

V. Average Mid-week Worship attendance? ________

VI. Number of Spiritual Formation Groups? ________

VII. Do You Maintain A Current Active Student Registry? Yes / No

a. How Many Students do you have on your registry? ________

b. Denominations of the students?

United Methodist

Other church

Un-churched

VIII. Please write a one or two paragraph Director/ Clergy Narrative that will appear in the Pre-Conference Journal. This report should reflect your ministry, vision for next year and appreciation for Conference support.

Please insert a page, if needed.

IX. Programming: Please list, by semester, all programs, events and ministries that are sponsored by and fall under the administrative responsibilities of your local Wesley Foundation/Campus Ministry.

These programs include regular and special activities but do not include events wherein you do not have direct consequential responsibility. You can count your students that are involved in joint events that are representing your ministry at a joint event but you may not count the entire attendance at that event.

|1) Program/ Event/ Ministry: |2) Number of Times program held|3) Total Program |

| | |Attendance |

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Total Program Attendance for Year

X. Board of Director’s Information

a. Form of Class Rotation

i. Every Three Years ________

ii. Quadrennial ________

iii. Other ________

If other, describe:

iv. New Fiscal Year Begins On What Date? ____________________

v. List the Dates and Attendance of Last Year’s Board Meetings

|Meeting Date |Attendance |Meeting Date |Attendance |

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vi. Write three goals of the Board in relationship to the Director/ Clergy for the coming year?

1. _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

2. _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

3. _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

XI. Executive Officers

|Position |Name, Address, Phone Number |

|Chair | |

|Vice Chair | |

|Secretary | |

|Treasurer | |

|Trustees | |

|Pastor Supporting | |

|Congregation | |

XII. Board Members Information

Class of

Name: Local Church: District:

Mailing Address: Phone:

City: State: Zip: Email:

Position / Committee on Board: Years on Board:

Name: Local Church: District:

Mailing Address: Phone:

City: State: Zip: Email:

Position / Committee on Board: Years on Board:

Name: Local Church: District:

Mailing Address: Phone:

City: State: Zip: Email:

Position / Committee on Board: Years on Board:

Name: Local Church: District:

Mailing Address: Phone:

City: State: Zip: Email:

Position / Committee on Board: Years on Board:

Name: Local Church: District:

Mailing Address: Phone:

City: State: Zip: Email:

Position / Committee on Board: Years on Board:

Name: Local Church: District:

Mailing Address: Phone:

City: State: Zip: Email:

Position / Committee on Board: Years on Board:

Name: Local Church: District:

Mailing Address: Phone:

City: State: Zip: Email:

Position / Committee on Board: Years on Board:

Name: Local Church: District:

Mailing Address: Phone:

City: State: Zip: Email:

Position / Committee on Board: Years on Board:

Duplicate this page if you need more places to write in names.

Copies of this report should be filed with the Campus Minister, District Superintendent, the Conference Campus Ministry Office and with Local Board Records.

The United Methodist Church

Annual Report of the Trustees/ Building and Grounds Committee

The trustees are amendable to the Yearly Conference and as such are required to make an annual report (¶2550). Additional reports should be made as requested by the Yearly Conference or Board of Directors. Numbers in the parentheses refer to paragraphs in the 2012 Book of Discipline.

The Wesley Foundation at __________________________ University/ College in ________________________ District of the Oklahoma Conference of the United Methodist Church.

To the Yearly Conference _________________, _____ for the year ending _______________________, _____

1. Organization for the present conference year was effective ____________, ______- by selecting the following officers:

|Office | |Term Expires |Other Members |Term Expires |

|President | | | | |

|Vice President | | | | |

|Secretary | | | | |

|Treasurer | | | | |

2. Number of church buildings ________________ Number of parsonages ___________________

3. Estimated (insured) value of church:

a. Building(s) ……………… ____________

b. Furnishings and equipment ____________

c. Land……………………… ____________

Total ___________

4. Estimated (insured) value of parsonage(s):

a. Building(s) ……………… ____________

b. Furnishings and equipment ____________

c. Land ……………………… ____________

Total ___________

5. Do you have a long-term plan in place for the replacement of facilities and equipment as they deteriorate? Yes / No

6. Estimated value of other assets (cash, investments, other property, etc.) List:

____________________________________________________________________ $ _________________________

____________________________________________________________________ $_________________________

____________________________________________________________________ $_________________________

7. Is the Wesley Foundation/ Campus Ministry incorporated (¶2529.1)? Yes / No

8. Care of Titles and Records

a. Name or names in which title to each piece of property is recorded, as shown by civil land records (¶¶2535, 2537):

| |Name(s) |Office |Book and Page |

|Church Buildings | | | |

|Parsonages | | | |

|Other | | | |

|Other | | | |

b. Who is the custodian of deeds and other legal papers?

c. Where are they kept?

9. Does each deed contain a trust clause (¶2503)? Yes / No

10. Received during year for constructing and improving campus ministry buildings and parsonages, and how expended:

|Received from |Amount |Disbursements |Amount |

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11. Present indebtedness:

|Church Buildings | |

|Parsonages | |

|Other | |

12. Documentation

a. Insurance:

|Item Insured/ |Replacement Value |Amount of Coverage |Type of Coverage |Company |Restricted by |Expires When? |

|Insurance | | | | |Co-insurance | |

|Church Buildings | | | | |YES NO | |

|Parsonages | | | | |YES NO | |

|Church Furnishings | | | | |YES NO | |

|and Equipment | | | | | | |

|Parsonage | | | | |YES NO | |

|Furnishings and | | | | | | |

|Equipment | | | | | | |

|Vehicle(s) | | | | |YES NO | |

|General Liability |------------------ | | | |YES NO | |

|Workers |------------------ |------------------ |------------------- | |--------------- | |

|Compensation | | | | | | |

|Directors and |------------------ | | | |YES NO | |

|Officers/ Errors | | | | | | |

|and Omissions/ | | | | | | |

|Crime | | | | | | |

b. Have the buildings been inspected for fire and other safety hazards within the past year? Date?

c. When was the last full appraisal of Campus Ministry property made?

d. By Whom?

e. Is the amount of insurance adequate?

13. Handicapped Accessibility

a. Has the annual accessibility audit for Campus Ministry properties been conducted (¶2533.6) Yes / No (Attach report)

b. If needed, have you developed an accessibility plan? Yes / No (Attach plan)

14. Detailed list of income producing property and permanent funds:

(attach as a supplement a statement “clarifying the manner in which these investments made a positive contribution toward the realization of the goals outlined in the Social Principles of the Church and showing the investments are socially and environmentally responsible. . .” ¶¶2533.5, 2550.9)

|Item |Date Received |Amount |Where Invested |Income |How Income is Used for |

| | | | | |Ministry |

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Signature ________________________________________ Date

President or Secretary of Trustees

Copies of this report should be filed with the Campus Minister, District Superintendent, Conference Campus Ministry Office and with Local Board Records.

The United Methodist Church

Annual Report of the Personnel Committee

I. The Campus Minister or Director

a. Full-time / Part-time

If part-time, name(s) of other charge(s):

Percentage of time given to campus ministry, as agreed upon by Personnel Committee: %

b. Recommended salary package, beginning .

| | |

|Base Compensation |$ |

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|Utility Allowance |$ |

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|Housing Allowance (if no parsonage) |$ |

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|Reimbursable Travel Allowance |$ |

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|Health Insurance |$ |

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|Pension |$ |

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|Reimbursable Continuing Education Allowance |$ |

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|Reimbursable Professional Development Allowance |$ |

| | |

|Reimbursable Other Allowance |$ |

Total Salary Package $

c. Housing

Parsonage provided? Yes / No Housing Allowance provided? Yes / No

To facilitate the appointment process, and to provide a fair housing practice for persons serving full-time in Wesley Foundation appointments, it is expected that each Wesley Foundation will work to provide a parsonage (Policies & Procedures, Part 10.1.A).

If there is no parsonage, what are the plans and goals of the Wesley Foundation toward providing permanent housing?

d. Covenant

Attach the Director-Personnel Covenant.

Attached? Yes / No

II. Total compensation for assistant director(s): $

After School Program Director Salary $

III. Total budgeted compensation for interns: $

Student Interns $

After-school Program Intern Support $

Americorp, America Promise Fellow $

IV. Total Compensation for

Kitchen Staff / Director of Meal’s Program $

Custodian Staff $

V. In-kind/Value-Added Personnel Support $

total of all personnel compensation (I(b), II-V) $

(Including Campus Minister/Director)

Signature

Chairperson, Personnel Committee

The United Methodist Church Yearly Conference

Annual Report of the Committee on Finance

The annual report to the Charge Conference shall be made on this form. If additional space is needed for a full report, use extra sheets of blank paper the same size as this form. Numbers in parentheses refer to paragraphs in the 2012 Book of Discipline.

To the Yearly Conference _________________, _____ for the year ending ________________________, _____.

The Wesley Foundation at __________________________ University/ College in ________________________ District of the Oklahoma Conference of the United Methodist Church

Organization

a. Has the committee been organized according to the 2012 Book of Discipline (¶257) Yes / No

b. Officers: Chairperson:

Vice Chairperson:

Secretary:

Financial Secretary:

Treasurer(s):

c. Has the committee submitted to the Church Council, or its equivalent, a complete budget for the ensuing year?

* Attach the budget for the current year

d. Does Financial Secretary send contributors regular reports of their giving? Yes / No

_______ Monthly _______ Quarterly _______ Semi-annually ________ Annually

e. Is a list of contributors regularly reviewed by the Financial Secretary and/or the Campus Minister? Yes / No

f. What are the plans for raising sufficient income to meet the budget adopted by the Board of Directors?

g. Does the Financial Secretary report regularly to the Board of Directors the financial support and gifts given and the total amount raised during the year? Yes / No

II. The Handling of Campus Ministry Funds

a. Are reports made regularly to the Committee on Finance and the Board of Director’s by the treasurer(s)?

b. Banking:

i. What bank(s) has been designated by the Board of Directors as a depository?

ii. Are all deposited funds fully guaranteed or insured? Yes / No iii. Is the account(s) in the name of the Campus Ministry? Yes / No

iv. List of Accounts

|Bank |Account Number |TON/EIN |

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For Audit Forms, use the C F & A documents. Both are required!

The Following Forms May or May not Relate to your particular Campus Ministry, however, they do relate to appointed Clergy

|CHURCH # | |PASTOR'S STATUS | |

|TOTAL BASE (LINES 1-4 +6B) | |

|GROSS TOTAL (Lines 1-4 +6B +7 +8) | |

|(Do not include line 6A) |

Church Pastor Compensation Report

|Part I - General Information. Please complete a worksheet for each pastor under Episcopal appointment to the church or charge. |

|Charge | |Conference |Oklahoma |

|Pastor | |Conference # |582 |

| |Check here if less than 12 months and enter period report covers; |Social Security # | |

| | |Calendar year |20 |

| | | | |

|Part 2 - Compensation Information |Form W-2 Reference * |

|Base Compensation | |

|1. Compensation paid by local church (see worksheet I for assistance). |$ |Box 1 |

|Do not include items reported on lines 2-7. | | |

|2. Before-tax contributions made to Personal Investment Plan or other |$ |Box 12- Code E |

|403(b) plan. [pursuant to section 403(b) of the Internal Revenue Code] | | |

|3. Salary-reduction contributions to a cafeteria plan (pursuant to Section |$ |Box 10 (Dep. Care only) |

|125 of the Internal Revenue Service) | | |

|4. Equitable compensation or other district/annual conference funds |$ |Box 1 |

| | | |

|Housing | |

|5. Parsonage: | |Check here if a parsonage is provided to the pastor |Box 14 (optional) |

|6. Allowance or exclusion paid to pastor (see worksheet 3 for assistance) | | |

| |6A. Housing |$ | |Box 14 (optional) |

| |6B. Exclusion (e.g. utilities, furnishings) |$ | |Box 14 (optional) |

| |TOTAL (LINES 6a + 6b) |$ | |

|Part 3 - Additional Pastoral Support |

|7. Accountable Reimbursement Plans (see worksheet A for assistance) |$ |none |

|8. Other (see worksheet B for assistance) |$ |none |

|Part 4 - Signatures |

|Signature of Pastor | |Date | |

|Signature of staff/pastor-parish relations committee chairperson | |Date | |

|Signature of church treasurer | |Date | |

|Signature of district superintendent | |Date | |

|The following worksheets may be helpful as you determine the amounts to enter on the reverse side of this form |

|Worksheet I - Compensation Paid by Local Church | |

|a. Cash salary |$ | |

|b. Other cash compensation paid to pastor (e.g., to cover Social Security taxes, bonuses, payments to private investment|$ | |

|programs, scholarships, etc.) | | |

|c. After-tax contributions made to the Personal Investment Plan or other |$ | |

|403(b) plan (paid by local church) | | |

|Total (insert on line 1) | |$ |

| |

|Worksheet 3 -Allowance Paid to Pastor (Resolution must be adopted by charge conference.) |

|a. Cash payments designated as a housing allowance in lieu of a parsonage |$ | |

|being provided (Insert On Line 6A) | | |

|b. Other (e.g., housing exclusion) (Insert On Line 6B) |$ | |

|Total (insert on line 6) | |$ |

| |

|Worksheet A -Accountable Reimbursement Plans |

|i. Travel |$ | |

|ii. Continuing education, books and publications |$ | |

|iii. Other (e.g., entertainment allowance, membership, dues) |$ | |

|Total (insert on line 7) | |$ |

|Worksheet B - Other |

|i. Annual conference expenses paid by local church |$ | |

|ii. Automobile provided by local church including insurance and maintenance |$ | |

|iii. Other expenses paid by local church |$ | |

|Total (insert on line 8) | |$ |

|ACCOUNTABLE REIMBURSEMENT POLICY |

|The United Methodist Church (“Church”) recognizes that certain expenses of ministry paid by the pastor/staff person are part of the ordinary and necessary |

|cost of ministry in this Church/charge. Accordingly, we hereby establish an accountable reimbursement policy to defray them directly. The reimbursement account |

|shall be an annual line in the Church budget. It shall be in addition to the pastor’s annual salary and housing. The reimbursement account for 20 shall be |

|$ . |

| |

|The following requirements for the policy are binding upon the Church and upon , its pastor/staff person. |

| |

|Accordingly, the Church hereby establishes an accountable reimbursement policy, pursuant to IRS regulations and upon the following terms and conditions: |

|The pastor/staff person shall be reimbursed from the reimbursement account for his /her ordinary, necessary and reasonable business expenses incurred in the |

|conduct of the ministry for and on behalf of the Church. The following expenses are budgeted in this accountable reimbursement policy, as suggested for the |

|employment needs of the pastor/staff person. |

|The committee on SPR chairperson, Church payroll person or treasurer, (as designated by the Church) must be given an adequate accounting of each expense, including|

|but not limited to a statement of expense, account-book diary or other similar record showing the amount, date, place, business purpose and business relationship |

|involved. Such documentation shall include receipts for all items of $75 or more (a church may set a letter amount). Appropriate documents, cash receipts, canceled|

|checks, credit card sales slips and contemporaneous records for those non-receipt expenses less than $75 must be attached to each expense report. A log of total |

|miles per day and enumeration of their general purpose shall suffice to substantiate automobile mileage, but under no circumstances will commuting mileage between |

|the pastor’s home and Church office be reimbursed. Copies of the documentary evidence and expense report shall be retained by both the pastor/staff person and the |

|Church. The committee on SPR chairperson (or treasurer) shall be responsible for approving the expense. The committee on SPR chairperson (or treasurer) shall |

|exercise his/her discretion regarding the adequacy of the substantiation and the appropriateness of any reimbursement. Questions arising in these areas will be |

|resolved by the SPR chairperson’s or treasurer’s decision, subject to the review and approval of the committee on SPR/committee on finance. |

|It is the intention of this policy that reimbursements will be paid after the expense has been incurred by the pastor/staff person. However, should circumstances |

|require payment of an advance for any particular anticipated expense, the pastor/staff person must account for the expense and return any reimbursement within 30 |

|days of the issuance of the advance. Any excess advance must be returned to the Church before any additional advances are provided to the pastor/staff person. |

|Budgeted amounts not spent must not be paid as a salary bonus or other personal compensation. If such payments are made, the entire amount of the accountable |

|reimbursement policy will be taxable income to the pastor/staff person. The Church will be required by law to report that amount as part of the pastor’s/staff |

|person’s compensation. Disposition of any unspent balances remains at the discretion of the committee on finance/the council/charge conference in building the |

|budget for the next Church year. |

|It is understood by the various parties that all elements of this resolution must be carefully followed to prevent the Church from being required by regulation to |

|list total payments for the following items on IRS information reports (W-2/1099-MISC) as “includable compensation.” The primary responsibility of expense |

|reporting is for the pastor/staff person to the committee on SPR chairperson, church payroll person and/or treasurer. |

| |

|Date |

|_______________________________________ |_________________________________ |

|Chair, Administrative Council/Board |Secretary, Administrative Council/Board |

|_______________________________________ |__________________________________ |

|Chair, Staff-Parish Relations Committee |Chair, Finance Committee |

CHARGE CONFERENCE REPORT

FOR

PASTOR'S YEARLY CONTINUING EDUCATION PROGRAM

For year 20 /20

The 2012 Book of Discipline, paragraph 351.5 requires each pastor to report their programs of continuing education, formation, and spiritual growth for the past year and plans for the year to come to their charge conference.

The Minimum requirement is three (3) Continuing Education Units per year. (Each unit is ten hours of Instruction.)

NAME CHARGE DATE

ADDRESS CITY ZIP

Please list below the date(s), locations) and name(s) or event(s) you participated in this year for which you received Continuing Education Credit:

|EVENTS |UNITS EARNED |

|A. | |

|B. | |

|C. | |

|D. | |

In a couple of sentences for each, share the way(s) in which this experience was helpful to your life and/or ministry:

The purpose of continuing education is not to improve one's expertise in an existing area, but to strengthen and enhance skills that will improve our effectiveness for ministry.

As you plan your continuing education schedule for next year: What areas have been identified by you or others that needs to be improved in order to strengthen your effectiveness? (Please list)

To strengthen those identified areas of ministry; I plan to do the following this next year.

Signed _______________________________ Date __ ___

Minister

Acknowledged by ________________________________________ Date _ _

Chairperson, Pastor-Parish Relations Committee

CHARGE CONFERENCE REPORT

FOR PASTOR’S ANNUAL CONTINUING FORMATION PROGRAM

NAME: DATE:

PASTORAL CHARGE:

Reference: para. 334.2d; para. 351; The Book of Discipline, 2012

The Conference Board of Ordained Ministry stipulates a minimum of two (2) continuing formation units (20 contract hours). Units will be increased in the future as more events are presented within the conference.

Report of Continuing Formation Events, year:

EVENT DATE UNITS

1.

2.

3.

4.

5.

Continuing formation takes many forms. Following are some Disciplinary recommended categories. Please report on your future Continuing Formation plans in your most needed or desired areas.

1. Vocational Competence

2. Vocational Effectiveness

3. Career Development

4. Continuing Education

5. Formation in Servant Leadership

6. Continuing Spiritual Growth in Christ

7. Preparation for Retirement

8. Clergy Morale

Housing Allowance Resolution

(For Churches Not Providing A Parsonage)

WHEREAS, the United Methodist Church does not provide its pastor with rent-free use of a church-owned parsonage but desires to provide a housing allowance in lieu of a rent-free parsonage as compensation for services which he/she renders to the church in the exercise of his/her ministry;

WHEREAS, as additional compensation to its pastor, the United Methodist Church also desires to pay its pastor for expenses that he/she may incur in maintaining proper housing; and

WHEREAS, section 107 of the Internal Revenue Code allows a minister of the gospel to exclude from his/her gross income a designated parsonage allowance,

THEREFORE, BE IT RESOLVED that the annual compensation paid to the Reverend for the next fiscal year shall be $ , of which $ is hereby designated as a housing allowance and $ shall be designated as a housing exclusion allowance for utilities, furnishings, maintenance and additional housing allowance for eligible expenses pursuant to section 107 of the Internal Revenue Code, for a total of $ excluded from gross income as that which is designated Housing Allowance pursuant to section 107 of the Internal Revenue Code.

Additionally, Reverend agrees to keep an accurate record of his/her expenditures to rent or provide a home in order to be able to substantiate any amounts excluded from gross income in filing his/her Federal Income Tax Return. Remembering that the housing allowance must be included as part of his/her income for the self-employment tax, and that in the event of an audit, clergy receiving Section 107 exclusion will have the responsibility of substantiating the use of such funds.

Date

Administrative Council/Board Chair

Date

Staff-Parish Relations Committee Chair

Date

Pastor

Housing Allowance Resolution

WHEREAS, the United Methodist Church provided its pastor with rent-free use of its parsonage as compensation for services which he/she renders to the church in the exercise of his/her ministry;

WHEREAS, as additional compensation to its pastor, the

United Methodist Church also desires to pay its pastor for expenses that he/she may incur in maintaining the parsonage; and

WHEREAS, section 107 of the Internal Revenue Code allows an ordained minister of the gospel to exclude from his/her gross income the designated parsonage allowance,

Therefore Be It Resolved that the Reverend , pastor of the United Methodist Church, shall be permitted to live in the parsonage located at as compensation for rendering services to the

United Methodist Church and that no rent or other fee shall be payable by Reverend for such occupancy and use;

Be It Further Resolved that the annual compensation paid to the Reverend for the next fiscal year shall be

$ , of which $ is hereby designated as a housing allowance pursuant to section 107 of the Internal Revenue Code.

Additionally, Reverend agrees to keep an accurate record of his/her expenditures to rent or provide a home in order to be able to substantiate any amounts excluded from gross income in filing his/her Federal Income Tax Return. Remembering that the housing allowance, including the fair rental value of a provided parsonage, must be included as part of his/her income for the self-employment tax, and that in the event of an audit, clergy receiving Section 107 exclusion will have the responsibility of substantiating the use of such funds.

Date

Administrative Council/Board Chair

Date

Staff-Parish Relations Committee Chair

Date

Pastor

ANNUAL PARSONAGE INSPECTION

The errata sheet for the 2012 Book of Discipline, ¶ 2532.4 states:

“The chairperson of the board of trustees or the chairperson of the parsonage committee, if one exists, the chairperson of the committee on pastor-parish relations, and the pastor shall make an annual review of the church-owned parsonage to ensure proper maintenance.”

We, the undersigned, conducted a tour of the parsonage of the

United Methodist Church on (date). The following observations were made:

Signed:

________________________________________ Date

Chair, Pastor-Parish Relations Committee

________________________________________ Date

Chair, Trustees Committee

________________________________________ Date

Pastor

|PARSONAGE CHECKLIST |

| |Supplement to the Annual Report of Trustees | |

|Church | |District | |

|1. Estimated replacement value of parsonage and furnishings: |$ |

|2. a. Amount budgeted for parsonage maintenance and/or remodel: |$ |

| b. What percent of appraised value is budgeted? | |(2% of item 1 is recommended) |

| | | |

|3. What priorities have been established for repairs, maintenance, furniture or appliance replacement, new carpet, draperies, redecorating, landscaping or other needs |

|for the coming year? |

| |Needs |Est. cost |

|(1) | |$ |

|(2) | |$ |

|(3) | |$ |

| | | | |

|(4) |Does the parsonage meet (or exceed) the Minimum Parsonage Standards established by the Oklahoma Annual Conference? If it fails to meet the minimum |

| |standards, indicate what steps are being taken to meet those standards? |

| |

|(5) |What maintenance, remodeling or redecoration has been completed since the last report? |

|(6) |What furnishings and/or appliances have been placed in the parsonage or repaired since the last report? |

| |

|Furniture/Appliance |Date of Purchase & Dealer |Type of Repair |Cost |

| | | |$ |

| | | |$ |

| | | |$ |

| | | | |

|Where are instructions & warranties of home contents on file? | |

| | |

|(7) |What amount is personal property insurance of parsonage family $ Name of ins. Company |

|(8) |What is condition of parsonage? (check one) Below Average Average Above Average |

|(9) | # of Bedrooms in Parsonage # of Baths # of Closets Are there closets in each bedroom? |

|(10) |Is there a family room (in addition to living room)? |

|(11) |Is there a utility room? Is it in a convenient location? |

|(12) |Is there adequate space to entertain 30 people at a social function? |

|(13) |Is there a guestroom or hide-a-bed for overnight guests? |

|(14) |Is there storage space for tools and yard equipment? |

| | |

|(15) |Appliances provided: Stove Refrigerator Washer Dryer Disposal Dishwasher Freezer Microwave |

|(16) |Is there a central heating and cooling system? If not, what type of system? |

|(17) |Are utility & telephone bills (except long distance calls) handled directly by the church? If there is a utility allowance, does it cover the cost of |

| |living in the parsonage? If not, explain: |

|(18) |Does the parsonage family have pets living in the parsonage? |

|(19) |Have carpets and draperies been cleaned this year? If not, what was the last day they were cleaned? |

|(20) |Did the Pastor-Parish Relations Committee and/or Trustees have at least one meeting to tour the parsonage this year? |

| |What date? |

|Signed by Trustees chair |____________________________________________ |Date | |

|Signed by PPR chair |____________________________________________ |Date | |

PASTOR’S PROFILE

NAME: DATE:

CHARGE: DISTRICT:

I. Professional Skills and Experience

a. What brings you the most joy or fulfillment in the doing of ministry within your present appointment?

b. What area(s) in the doing of ministry do you find the most frustrating or find yourself struggling with the most?

What steps have you taken to address this frustration or struggle?

II. Family and Personal Life

a. As the Cabinet considers appointments this year, what information concerning you or your family do you think the Cabinet needs to know? (Spouse’s employment, children’s ages or grades in school, special needs of family members, etc.)

b. Are there any limits that you or your family place on your itineration? If so, what are they?

c. Are there some personal joys and/or hurts that you want to share?

III. The Relationships Present in Healthy Churches

a. Relationship with God—Worship declares the worth of God. It is inspiring and meaningful, drawing and connecting our lives to God’s life, deepening and stretching our faith. Reflect on the worship life of your congregation(s):

b. Relationship with one another—People are enthusiastic about their church, and experience it as a community of caring relationships where they can grow and develop their God-given gifts. What signs of these graces do you see? In what ways are they being developed and enhanced?

c. Relationship with the community—Members see and respond to the needs in the community, and are perceived by the community as inviting and hospitable to guests and new people. What feedback do you receive from people of the community, guests, and visitors?

d. Relationship with the connection—Members are aware and appreciative of the world-wide connection wherein the Conference and General Church resource and strengthen the local church, while the local churches together through apportionments are in mission and ministry worldwide in ways we couldn’t be alone. What strengths/weaknesses do you see in this area? In what ways will you work to strengthen this relationship?

IV. Ministry Reflection

a. Choose the event or situation.

1. Think about the many events or situations that have had a significant impact on your ministry.

2. From the many, select one that has current concern for you and in which you have a strong investment of emotional, mental and/or spiritual energy.

3. Both positive and negative experiences in ministry make appropriate cases.

b. Preparing to write.

1. Recall as much as you can of the details involved in the event or situation; “feel” your way into it as fully as possible.

2. Make some notes or write a reasonable full account of the event or situation, which you can later reduce to a brief narrative, in order to make sure you have it accurately in mind.

3. Analyze the event or situation, utilize the outline for writing (see c below); make some notes for the five categories.

c. Writing the Ministry Reflection report. (To be attached to this Profile)

1. Information – Describe the event or situation in a way that a reader can get a mental picture of it. What happened? Who was involved? What was your role? How did you and others respond? What was the result?

2. Evaluation – Relate the effects of the event or situation on you and other people involved. What emotions did you experience? How did the other people react? How has it affected you personally? How has it affected you professionally? What are the key issues?

3. Analysis – Sketch your interpretation of the event or situation as an occasion for ministry. What made it ministry? What made it positive or negative? What factor or forces were at work to influence it? What personal knowledge or experience does it challenge? What options are possible as a continuing ministry response?

4. Theological Reflection – State the theological meanings found in the event or situation and in your response to it. What personal beliefs and/or convictions are evidenced in or challenged by it? How did or could your religious experience shape your ministering response? What biblical, historical, and/or cultural insights relate to it? What “truth” informs you? What ultimate concerns do you have concerning it?

5. Commitment – Set forth the implications growing out of the event or situation for your future ministry. How is it like what you might experience in the future? What have you learned from it? How can its benefits be continued or its hazards be avoided? What ministering response do you intend to make?

The Ministry Reflection Report should be one to two single-spaced, typed written pages.

Please attach the reflection report to this Profile.

V. Connectional Accountability

a. Please record the following information for the past five years of your present appointment, regardless of whether or not you have been serving during the entire five years. This chart is to be filled out by all pastors, including associates and assistants, serving in a local church.

|YEAR |PROFESSIONS OF FAITH |WEEKLY WORSHIP AVERAGE |SMALL GROUP |AVERAGE |

| | | |ATTENDANCE |MISSION HOURS |

| | | | |PER WEEK |

|2013 To Date | | | | |

|2012 | | | | |

|2011 | | | | |

|2010 | | | | |

|2009 | | | | |

|2008 | | | | |

b. As you reflect upon the data on the preceding chart, what trends do you notice? What do you think are the reasons for any upswings or downturns in the data?

c. Have you done anything in the performance of your ministerial function this past year that, in your opinion or in the opinion of another, could lead to a complaint or charges being filed against you? __________. (If your answer is “yes,” this will be discussed during your annual consultation with your district superintendent.)

d. What did you learn from your continuing education units this year?

e. Is there anything else that you want to share with the Cabinet? (The Bishop and 12 district superintendents)

Signature: ____________________________________________ Date: _________________

|The United Methodist Church |

|APPOINTMENT TO AN EXTENSION MINISTRY |

|Name | |

|BUSINESS PHONE | |HOME PHONE | |

|FAX | |E-MAIL | |

|BUSINESS ADDRESS | |

|CITY | |STATE | |ZIPCODE | |

|HOME ADDRESS | |

|CITY | |STATE | |ZIPCODE | |

|PREFERRED ADDRESS FOR MAILING PURPOSES AND INCLUSION IN JOURNAL: | Home |

| | Business |

|FULL MEMBER | |PROBATIONARY MEMBER |ASSOCIATE MEMBER |

|OF | |ANNUAL CONFERENCE |

| | | | | | |

|CHARGE CONFERENCE MEMBERSHIP | |DISTRICT | |

|If you are under appointment outside the conference of which you are a member, please complete the following: |

| | | | | | |

|Conference where you serve | |Bishop | |

| | | | | | |

|District | |District Superintendent | |

| | | | | | |

|Affiliate charge conference membership | |

| | | | | | |

|TITLE/POSITION | |

| | | | | | |

|AGENCY/INSTITUTION | |

| | | | | | |

|BASE COMPENSATION |(YEAR ) |$ |

| | | | |

|UTILITIES AND OTHER HOUSING RELATED ALLOWANCES | |

| | | | |

|TRAVEL ALLOWANCE | |OTHER CASH ALLOWANCES | |

|PLEASE INDICATE YOUR APPOINTMENT CATEGORY: (¶335.1) | |

| |a |Appointed within the connectional structure | |

| |b |Endorsed by the General Board of Higher Education and Ministry | |

| |c |In service with General Board of Global Ministries | |

| |d |Appointed to other valid approved extension ministry | |

| | | | |

|Attach: 1) a brief narrative of your ministry during the past year including a description of your annual evaluation; |

|And 2) evidence of your continuing education and spiritual growth program and future plans. (¶ 344.2,3) |

|Date | |Signed | |

| | | | |

|SEND COPIES TO: | | | |

| |1 |Bishop | | |

| |2 |District Superintendent | | |

| |3 |Board of Ordained Ministry | | |

| |4 |Bishop of area in which you serve, if other than area of which you are a member | |

| |5 |Conference Secretary | | |

| |Copies of this report may also be used to inform the General Board of Higher Education and Ministry and the Charge Conference(s) of which you are a |

| |member and an affiliate member in keeping with ¶344.2,3 |

| | |

| |0-687-099692 THE UNITED METHODIST PUBLISHING HOUSE 2012 |

-----------------------

Oklahoma Conference

of The United Methodist Church

1501 N.W. 24th Street

Oklahoma City, OK 73106

(405) 530-2063

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