UMC Local Church Report For 2017-2020 Quadrennium: Malaybalay UMC Bukidnon District DL Moody A. Tutanes
UMC Local Church Report For 2017-2020 Quadrennium: Malaybalay UMC Bukidnon District DL Moody A. Tutanes
UMC Local Church Report For 2017-2020 Quadrennium: Malaybalay UMC Bukidnon District DL Moody A. Tutanes
Table 1 – Page 1
UMC Local Church Report for 2017-2020 Quadrennium
Published by the General Council on Finance and Administration
On the following lines, report for each member the racial/ethnic group with which she or he identifies, or to which she or he is
regarded in the community as belonging. All examples should be understood as a selection and not an inclusive list. Each member
should be included in only one group. The total in Line 5 must equal total membership in Line 4.
*Note: The data gathered here is used for groups that offer educational resources and tailored ministries. While we are certainly all
one in Christ, it is important to value our members’ racial and ethnic identities and report this information as accurately and completely
as possible.
5a Asian 5a
Members with ethnic origins in East or South Asia (this includes the peoples of Bangladesh, Bhutan, Cambodia,
China, India, Indonesia, Japan, Korea, Laos, Malaysia, Mongolia, Myanmar, the Philippines, Pakistan, Singapore, 83
Sri Lanka, Taiwan, Thailand, Tibet, and Vietnam).
5b Black 5b
Members with ethnic origins in Africa or those who identify themselves as “African American.” This includes the
ET HN IC IT Y
6a Female 58 6a
6b Male 25 6b
6 TOTAL MEMBERSHIP GENDER (6a + 6b = 6 = 4) 83 6
7 Average Attendance at all weekly worship services 7
Report average in-person attendance at all services held on a consistent weekly basis as the primary opportunity
for worship. Count all persons (including children) who participate in part of any of these services. Do not include
ATT EN D AN C E &
online worshippers nor attendance from irregularly held special services (i.e. Christmas Eve services).
BA PT I SM S
Table 1 – Page 2
UMC Local Church Report for 2017-2020 Quadrennium
Published by the General Council on Finance and Administration
Report the cumulative total of all persons who have been baptized, but have not yet made an official profession of
faith into full membership (i.e. not included in line 4’s total membership). DO NOT INCLUDE persons who have
been removed from professing membership by withdrawal or charge conference action, though they remain 4
baptized members.
10 Number of other constituents of the church 10
Report the number of all unbaptized children, church school members, and others who are not members of the
church but are in relationship with the congregation and for whom the local church has pastoral responsibility. 4
These persons should be recorded in your church’s Constituency Roll.
PARTICIPANTS IN CHRISTIAN FORMATION GROUPS (CFG), including Sunday School, educational classes, and other small
group ministries
Enter on the following lines the total number of persons who have been participating significantly in any and all of the church's
CH RI ST IA N F O RMA TIO N
Christian formation groups or small group ministries. Count participants only once, even if they participate in more than one group.
Include leaders of each age in that category (i.e. an 18-year-old leader is counted as a young adult). Christian Formation Groups are
primarily Sunday morning groups, but may also include other classes and small groups that enhance participants' knowledge and
GR OU P S
experience of the Bible, spiritual life, and Christian nurture (¶256.1a-d). Include groups sponsored by other agencies (Scouts, etc.)
only if wholly integrated with the church's education ministry.
11a Number of CHILDREN CFG participants and leaders (ages 0-11) 10 11a
11b Number of YOUTH CFG participants and leaders (ages 12-18) 20 11b
11c Number of YOUNG ADULTS CFG participants and leaders (ages 19-30) 15 11c
11d Number of OTHER ADULT CFG participants and leaders (ages 31+) 10 11d
11 TOTAL Christian Formation Group Participants (Total of lines 11a-d) 55 11
12 Total enrolled in confirmation preparation classes this year 12
Report the number of persons of all ages who have participated in confirmation preparation classes during the
year. If they were confirmed and became official church members, these persons should also be reported on Line
2a.
4
CLA S S E S, VB S , AN D OT H ER G RO U P S
13 Average weekly attendance (all ages) in Sunday School or other weekly education classes 13
Report here the average weekly attendance figures for all sessions of education classes and groups that meet in
Sunday Church School groups. 10
14 Number of participants in Vacation Bible School 14
Report here the number of individual students attending this church’s Vacation Bible School or similar activity,
including Vacation Bible Schools conducted in cooperation with other churches.
15 Number of ongoing Sunday Church School Classes offered 15
Report here the total number of classes and other small groups held each week in Sunday Church School through
all or most of the year.
16 Number of ongoing small groups, support groups, or classes offered (other than Sunday 16
Church School)
Report here the total number of classes and small groups held each week at times other than Sunday Church
School, including small groups that meet in places other than the church building. Examples include (but are not 15
limited to) singles/couples groups, health ministries, Bible studies, book clubs, choirs and other musical groups that
perform music in worship.
17 Number of support groups or small groups offered for a short term only 17
Report here the total number of classes or groups that meet less than all or most of the year. Do not report groups
reported in Line 16. Include Covenant Bible Study classes. Examples include (but are not limited to) short-term 20
educational series, financial classes, health ministries and support groups, and seasonal musical worship groups.
Table 1 – Page 3
UMC Local Church Report for 2017-2020 Quadrennium
Published by the General Council on Finance and Administration
19b Amount paid for local church and community work (UMW) 19b
Report amounts paid for local church and community projects or programs, or for other projects and programs
selected by the group. DO NOT INCLUDE money sent by UMW to the district or conference treasurer for United
Methodist Women mission.
20a Number of UMVIM teams sent from this local church 20a
Report ONLY those teams affiliated with United Methodist Volunteers in Mission.
20b Number of persons sent out on UMVIM teams from this local church 20b
Report ONLY those persons sent out with teams affiliated with United Methodist Volunteers in Mission.
The following lines intend to gauge your church's mission involvement. For Lines 21a-21b, refer to the UMC's Four Areas of Focus if
you need help determining the focus of a ministry. Please note that these numbers do not total. If a ministry fits into more than one
category, count it twice.
Note the following example for Lines 21-23: Your church hosts a prayer breakfast for the community. Fifty church volunteers serve on
teams to prepare and serve food, advertise the event, and drive attendees; 500 people from the community attend. In this case, you
would record 50 in Line 22, 500 in Line 23, 1 in Line 21, 1 in Line 21a, and 1 in Line 21b.
MI SS IO N
21 Total number of community ministries for outreach, justice, and mercy offered by church 21
Enter the total number of different ministries sponsored by your church (i.e. revivals, community events, food
banks, homeless shelters, legal services, community nurse, prison ministry) that are offered to the community as a
means of outreach, social justice, and/or mercy.
21a Of the ministries counted in Line 21, how many focus on global/regional health? 21a
21b Of the ministries counted in Line 21, how many focus on engaging in ministry with the 21b
poor/socially marginalized?
22 Number of persons from your congregation serving in mission/community ministries 22
Report the number of individual persons who participated on behalf of your church in ministries that intend to
transform people in your local community, the region, and the world. This number should include those involved in
any ministry the congregation officially supports, including local food programs, mission teams, disaster response,
and/or other mission efforts. Count each person only once. Include persons reported in Line 20b.
23 Number of persons served by community ministries for outreach, justice, and mercy 23
Enter the total estimated number of persons served by or who attended ministries counted in Line 21.
Table 1 – Page 4
UMC Local Church Report for 2017-2020 Quadrennium
Published by the General Council on Finance and Administration
total professing membership within the charge unless a specific percentage of commonly-held property has been
otherwise designated. Congregations are not obligated to initiate property appraisals in order to provide this
estimate.
25 Market value of financial and other liquid assets 25
Enter the estimated market value of cash, stocks, bonds, trusts, securities, investments (including endowments)
belonging to the church, including money raised or donated and held for future building programs or any other
special purposes, and all property and other investments not included elsewhere. Include any liquid reserve funds
in this line.
26 Debt secured by church physical assets 26
Enter the amount of debt currently held by the church that is secured by church property and assets, such as
mortgages.
D EBT
27 Other debt 27
Enter the total of all debt currently held by the church that is not secured by church property assets, such as credit
cards, lines of credits, and lease-to-purchase agreements. The sum of Lines 26 and 27 should equal the total debt
currently held by the church.
Table 2 – Page 1
UMC Local Church Report for 2017-2020 Quadrennium
Published by the General Council on Finance and Administration
CHURCH EXPENDITURES
The reported expenditures on Lines 29a through 49 should equal the total amount of money (cash value) spent by the local church
for the fiscal year (Line 50). All expenses should be allocated only once. Please see umcgiving.org for more information on UMC
Special Funds.
apportioned to the local church to be remitted to the annual conference treasurer. This should be provided by the
A PP O R-
conference treasurer.
28b Amount APPORTIONED to the local church by the DISTRICT (if applicable) 28b
This amount should include the total of all funds apportioned separately by the district. DO NOT INCLUDE any
amounts apportioned to the local church included in 28a.
BENEVOLENT GIVING
*Designates funds paid to the annual conference treasurer. Values for these lines should be provided by the conference.
29a Amount PAID by the local church to the CONFERENCE for all apportioned causes * 29a
A PP O RT I ON
This amount should include the total given by the local church to the annual conference treasurer for all district,
- ME NT S
P AI D
any amounts sent to the Treasurer in your annual conference. Those monies should be reported on Lines 30 to 36.
38 Total amount given to non-United Methodist benevolent and charitable causes 38
Report here monies paid directly by the local church to local benevolence or community organizations not directly
related to the United Methodist Church.
Table 2 – Page 2
UMC Local Church Report for 2017-2020 Quadrennium
Published by the General Council on Finance and Administration
For 39 and 40, DO NOT INCLUDE any monies paid for the benefits of church staff not serving as a pastor, including those appointed
by the bishop to specialized ministries. DO NOT INCLUDE any amounts deducted from clergy salaries and paid on their behalf.
P EN S IO N/
H EALT H
39 Total paid for direct-billed and/or non-apportioned clergy pension and other non-health benefits 39
This amount should include the total paid by the local church for ministerial benefits, excluding health.
40 Total paid for direct-billed and/or non-apportioned clergy health benefits 40
This amount should include the total amount paid by the local church for ministerial health benefits. 2,400
For the following lines, enter the total amount of compensation paid, including funds provided by the district or conference, including
tax-deferred amounts and/or any “cafeteria plan” contributions. Funds received (income) by the church from the conference or district
BA S E C OM P EN S ATI O N
shall additionally be reported on Table 3. Do not reduce the compensation by the utility exclusion that is elected by the pastor under
Internal Revenue Code 107. Do not include housing allowance paid in lieu of providing a parsonage. Include this amount on Lines
42a-42c.
41a Base compensation paid to/for the Senior Pastor or other person assigned or appointed in the 41a
lead pastoral role to the church (this person could be an elder, deacon, supply pastor, local pastor,
etc., as long as he/she is assigned or appointed to the lead pastor role).
60,000
41b Base compensation paid/for to all Associate Pastor(s) and other pastoral staff assigned or 41b
appointed to the church. Include deacons and other clergy in this role.
41c Base compensation paid to/for any Deacons not included in 41a or 41b. 41c
Enter here the total amount paid to/for the following for housing allowances and other housing and utility-related allowances including
HO U SI NG B E N EFIT S
those for light, heat, furniture, garage rental, service costs (yard work, cleaning, etc.), and any normal expenditures incurred to
maintain the parsonage. DO NOT INCLUDE payments on parsonage-related debts, purchase of land, building, remodeling, and major
equipment expenditures here. Report those expenses on lines 48 and 49.
42a Housing benefits paid to/for Lead Pastor or person in lead pastoral role as described in 41a. 42a
42b Housing benefits paid to/for all Associate Pastor(s) and other pastoral staff assigned or 42b
appointed to the church. Include deacons and other clergy in this role.
42c Housing benefits paid to/for any Deacons not included in 41a or 41b. 42c
43 Total amount paid to/for all persons included in Lines 41a-41c for accountable reimbursements 43
This includes any reimbursements of expenses incurred by the pastor(s) based upon a written policy and/or
OTH E R B EN EF IT S
agreement of the church and pastor(s) in which expenses are substantiated through receipts or other
documentation and must be presented prior to payment by the church. These include expenses for travel,
continuing education, books, publications and other expenses related to supporting the ministry and development
of the pastor. Reimbursements of expenditures made by the individual for local church programs and operating
expenses should be reported on Lines 46 and 47.
44 Total amount paid to/for all persons included in Lines 41a-41c for any other cash allowances 44
(non-accountable)
Enter here the total amount paid to/for all pastors for other cash allowances that are not substantiated through
receipts or other documentation presented prior to payment by the church.
45 Total amount paid in salary and benefits for all other church staff and diaconal ministers 45
ST AFF
Report the amounts paid by the local church as salaries, housing, benefits, expense reimbursements, taxes, and
allowances for any lay employees, diaconal ministers, or other staff leaders. DO NOT INCLUDE amounts reported 42,000
on Lines 39 through 44.
Table 2 – Page 3
UMC Local Church Report for 2017-2020 Quadrennium
Published by the General Council on Finance and Administration
Please include amounts paid by the church, as well as amounts paid on behalf of the church, for all program and operating expenses.
OP E R ATI ON S &
P RO GR AM S
borrowed and repaid within the current fiscal year. This should be reported on lines corresponding to the purpose
for which the money was borrowed.
P AY M ENT S
49 Total amount paid on capital expenditures for building, improvements, and major equipment 49
purchases.
Enter here only amounts paid from contributions, not from loans. Enter any outstanding indebtedness on Lines 26
or 27. Amounts contributed but not paid out (retained for use in future years) should be included on Line 25. Report
what was paid for new property and buildings, major purchases of new equipment or furnishings (organs or other
musical instruments, heating and cooling equipment, kitchen equipment, audio–visual equipment, furnishings) and
major renovation. Also include short–term rent.
TOTAL AMOUNT PAID BY THE LOCAL CHURCH ON ALL EXPENDITURES
50 50
(SUM OF LINES 29a through 49)
Table 2 – Page 4
UMC Local Church Report for 2017-2020 Quadrennium
Published by the General Council on Finance and Administration
TABLE 3: INCOME
Report here the number of households or individual persons recorded by name as contributors for the year in
support of the annual budget/spending plan and benevolence giving. 20
In this section, report income for funds used exclusively in support of the annual budget/spending plan. DO NOT INCLUDE funds intended for capital
improvements or acquisitions (report these on Lines 53a to 53d) unless they are provided for within the annual budget/spending plan of the local
church. DO NOT INCLUDE funds received from connectional or institutional sources and grants outside of the local church (report these on Lines
54a to 54c). DO NOT INCLUDE income designated for specific benevolent/charitable causes (report these on Line 53d). DO NOT INCLUDE funds
put in savings, endowments, or other long-term financial instruments.
*Note the intent of a sale of assets. If designated for church budget, include in Lines 52a to 52g. If planned for other use, report in Lines 53a to 53d.
B UDG ET / SPEND ING PLA N
Table 3 – Page 1
UMC Local Church Report for 2017-2020 Quadrennium
Published by the General Council on Finance and Administration
TABLE 3: INCOME
Enter here funds allocated toward the annual budget/spending plan from the sale of church-owned assets (for
example, the sale of discarded church furniture, vehicles, computer equipment, yard sales, etc.). If proceeds from a
sale are designated for the church’s operating budget, report in Line 52e. If proceeds are intended for other use,
report in Line 53c.
52f Amount received through building use fees, contributions, and rentals 52f
Enter here funds allocated toward the annual budget/spending plan from building use fees and related
contributions and rentals (for example, fees collected from weddings for building use). 140,000
52g Amount received through fundraisers and other sources 52g
Enter here funds received in support of the annual budget/spending plan from special fundraisers and any other
sources (for example, net receipts from a pancake breakfast used to support the annual budget).
52 Total income for annual budget/spending plan. 52
Enter here the total sum of 52a + 52b + 52c + 52d + 52e + 52f + 52g. 140,000
In the lines below, report income for those funds that are designated exclusively for capital campaigns and other special projects. DO NOT INCLUDE
funds reported on Lines 52a to 52g above.
53a Capital campaigns 53a
C AP IT AL CAM P AIG NS and O T H ER
Enter here funds received from capital campaigns and this year’s interest from previous campaign balances (for
example, receipts from a building renovation capital campaign).
D E S I G N T ED P R O J ECT S
Table 3 – Page 2