2020 MOD Clergy - single church - Half-time Compensation Information Worksheet

This is the online compensation information worksheet for clergy person who is a member of another denomination (MOD) serving a UM Church half-time

You may save your work and then return to this worksheet to add or revise.  When the worksheet is completed, notify your district office.  They will review this worksheet and provide you a Clergy Compensation Agreement document to present at a charge conference for approval. If you are completing this form before the annual health insurance election period, you may leave the questions about those choices as 'no answer.' After health insurance information is available and has been added to the worksheet, your district office will provide you an additional document for payroll purposes.

To move from a field where you enter information (as differentiated from multiple choice or drop-down selection questions), use the 'tab' key instead of the 'enter' key on your keyboard. If you have any questions about completing this worksheet, contact your district office:

  • Cascadia District - Linda Grund-Clampit, Administrative Assistant - linda@umoi.org, 503-581-3969
  • Columbia District  - Brandon Rhodes, Administrative Assistant - brandon@umoi.org, 503-802-9227
  • Crater Lake District - Sheri Konowitz, Administrative Assistant - sheri@umoi.org, 541-689-3725
  • Sage District - Terri Bartish, Administrative Assistant - terri@umoi.org, 503-802-9225
Who is completing this form?

Enter the name and contact information of the person completing this form.

*First Name
*Last Name
*Phone
*Email
*Effective date of this compensation form

Enter the date this compensation package will take effect.  This is usually either January 1st of a year for ongoing appointments  or July 1st of a year for new appointments. In rare cases, this date may be different. Enter as mm/dd/yyyy

Pastor and Church Information
*Pastor First Name
*Pastor Last Name
*Denomination of which Clergy is a member
*Pastor's Years of Service

Select from the dropdown list the number of years this person has served as a pastor in The United Methodist Church.  If 10 or more, select 10.

*Church Name

Choose your church name from the dropdown list.

*Church District

Select your district from the dropdown list.

*Appointment Time at this Church

Select from the dropdown list.  

Total appointment time
Pastor's Compensation Package
*Amount of annual cash salary

Enter a full 12-month amount, even if this compensation form covers less than 12 months. Enter the number with no dollar sign and no comma (thousands separator). 

*Housing Options

Indicate how the church will provide for the pastor's housing. Before 'no housing' can be selected, a discussion must be held with the pastor and D.S. and a Request for Housing Allowance Exemption form must be completed

Parsonage
Housing Allowance
No housing
Parsonage Monthly Fair Rental Value

Enter the monthly fair rental value for the parsonage being provided for your pastor.  Enter the number with no dollar sign and no comma (thousands separator).

The minimum Housing Allowance is at least $13,568 for full-time for most areas of the annual conference and $15,829 for areas with unusally high housing costs.  Prorate these amounts by appointment time (e.g. at half-time minimum standard housing allowance is $13,568 x 0.50 or $6784). If actual housing costs are greater than or less than these amounts, an adjustment can be made in the Allocation of Pastor's Cash Salary section below in order to maximize tax advantages.

Amount of Housing Allowance to be paid by this church

Enter a full 12-month amount, even if this compensation form covers less than 12 months.  Enter the number with no dollar sign and no comma (thousands separator).

If the church plans to provide no housing, a discussion must be held with the pastor and D.S,. and a Request for Housing Allowance Exempention form must be completed

Have you met the minimum compensation guidelines?
Below you will see figures for the total compensation as entered on this worksheet and three minimums for your pastor:  one in the situation where a parsonage is provided, one in the situation where housing allowance is provided in most areas of the conference, and one where housing allowance is provided in high cost housing areas.  Use these figures to see if your proposed compensation fits the required minimum compensation.

Total compensation (cash salary + housing allowance or parsonage) as indicated on this worksheet:
Minimum cash salary for this appointment with parsonage
Minimum total compensation for this appointment with standard housing allowance
Minimum total compensation for this appointment with high cost housing allowance
Allocation of Pastor's Compensation
*Reallocation of Housing Allowance
  • If the housing allowance  amount above is less than actual expenses to rent lease, or buy a home, the pastor can move funds from cash salary and add it to the housing allowance amount.  Income designated as housing allowance is sheltered from tax under IRS rules. See the Housing and Housing-Related Allowances worksheet for more information.  
  • If the housing allowance  amount above is more than actual expenses to rent lease, or buy a home, the pastor can move funds from housing allowance and add it to cash salary to be in compliance with IRS rules regarding taxable income.  See the Housing and Housing-Related Allowances worksheet for more information.
The pastor wants to move funds from cash salary to add to housing allowance
The pastor wants to move funds from housing allowance to add to cash salary
No change in the above cash salary and housing allowance amounts
Amount of funds to move from cash salary to housing allowance

Enter the number with no dollar sign and no comma (thousands separator).

Amount of funds to move from housing allowance to cash salary

Enter the number with no dollar sign and no comma (thousands separator).

*Utilities and Furnishings Allowance

How much of the pastor's cash salary do they want designated for utilities and furnishings allowance?  Enter a full 12-month amount even if this compensation form covers less than 12 months.  See the Housing and Housing Related Allowances Worksheet for more information and to help figure an amount.  This designation is allowable under IRS rules and shelters some income from tax. Enter the number with no dollar sign and no comma (thousands separator).

Expense Account
*Annual Accountable Reimbursement Amount

Enter a full 12-month amount, even if this compensation form covers less than 12 months.  The recommended minimum full-time reimbursement amout is $3,500, pro-rated by appointment percentage. Enter the number with no dollar sign and no comma (thousands separator).

*Reimbursable Mileage Rate

Enter as cents per mile, e.g. 0.50/mile.  "IRS business rate" is an acceptable answer.

Benefits

Clergy members of other denominations who are appointed half-time are entitled to participate in their own denomination's benefit plans or to participate in the United Methodist benefit plans, or a mix of the two.  The local church has a responsibility to pay for these benefits.

*In which denominational plan for Retirement Benefits will the clergy person participate?
UM plan: Clergy Retirement Security Program (CRSP)
Their own denominational plan
Annual amount of local church's contribution to clergy person's own denominational pension plan

Be in touch with the clergy person's denominational pension office to determine this amount.  The proper paperwork between the local church and the denominational pension office will need to be completed. Enter a full 12-month figure, even if this compensation form covers fewer than 12 months.  Enter the number with no dollar sign and no comma (thousands separator).

Local Church contribution to the UM Clergy Retirement Security Program (CRSP) is13% of total compensation

CRSP cost to church based on figures in this worksheet (compensation is cash salary + parsonage)
CRSP cost to church based on figures in this worksheet (compensation is cash salary + housing allowance)
*Will the pastor contribute out of cash salary to the UM Personal Investment Plan (UMPIP)?

A clergy member of another denomination may participate in the UMPIP program even if they don't participate in other UM benefits. The church must sign up to enable this. Contact Meg Kau, Conference HR/ Benefits Specialist, at meg@umoi.org for more information.

Yes
No
If pastor has elected pre-tax contribution to UMPIP, enter amount here:

This contribution must be elected directly with WesPath.  Contact Meg Kau, Conference Human Resources, for the form and instructions at meg@umoi.org.  Enter a full 12-month amount, even if this compensation form covers fewer than 12 months.  Enter the number with no dollar sign and no comma (thousands separator).

If pastor has elected post-tax contribution to UMPIP, enter amount here:

This contribution must be elected directly with WesPath.  Contact Meg Kau, Conference Human Resources, for the form and instructions at meg@umoi.org.  Enter a full 12-month amount, even if this compensation form covers fewer than 12 months.  Enter the number with no dollar sign and no comma (thousands separator).

If pastor has elected Roth contribution to UMPIP, enter amount here:

This contribution must be elected directly with WesPath.  Contact Meg Kau, Conference Human Resources, for the form and instructions at meg@umoi.org.  Enter a full 12-month amount, even if this compensation form covers fewer than 12 months.  Enter the number with no dollar sign and no comma (thousands separator).

*Death and Disability Insurance Benefit

At half-time the clergy person is not eligible for death and disability insurance under the Conference plan. Is the clergy person eligible for this benefit under their own denominational plan?  You will have to check with the denomination benefits office to determine this.

Yes
No
Annual amount of local church's contribution to clergy person's own denominational disability and death benefits plan

Be in touch with the clergy person's denominational benefits office to determine this amount.  The proper paperwork between the local church and the denominational benefits office will need to be completed. Enter a full 12-month figure, even if this compensation form covers fewer than 12 months.  Enter the number with no dollar sign and no comma (thousands separator).

*Health Insurance Benefit

At half-time the clergy person is not eligible for health insurance under the Conference plan. Is the clergy person eligible for this benefit under their own denominational plan?  You will have to check with the denomination benefits office to determine this.

Yes
No
Annual amount of local church's contribution to clergy person's own denominational health insurance plan

Be in touch with the clergy person's denominational benefits office to determine this amount.  The proper paperwork between the local church and the denominational benefits office will need to be completed. Enter a full 12-month figure, even if this compensation form covers fewer than 12 months.  Enter the number with no dollar sign and no comma (thousands separator).

Has the pastor elected a Flexible Spending Account (FSA/MRA/DCA)?

This option is selected at the time of open enrollment in the group health insurance program  If this form is being completed for church approval of the compensation package at a charge conference meeting, and the health insurance choices have not yet been made, this question may be left  as "no answer."   You will return to this form after enrollment and enter the information for payroll purposes.

Yes
No
No answer
Amount of Pastor's Annual Contribution to Flexible Spending Account (Medical Reimbursement Account - MRA)

This contribution is selected at the time of open enrollment in the group health insurance program  Enter a full 12-month amount, even if this compensation form covers fewer than 12 months.

Amount of Pastor's Annual Contribution to Flexible Spending Account (Dependent Care Account - DCA)

This contribution is selected at the time of open enrollment in the group health insurance program  Enter a full 12-month amount, even if this compensation form covers fewer than 12 months.

Has the pastor elected a Health Savings Account (HSA)?

This option is selected at the time of open enrollment in the conference group health insurance program  If this form is being completed for church approval of the compensation package at a charge conference meeting, and the health insurance choices have not yet been made, this question may be left  as "no answer."   You will return to this form after enrollment and enter the information for payroll purposes.

Yes
No
No answer
Amount of Pastor's Annual Contribution to Health Savings Account

This contribution is selected at the time of open enrollment in the conference group health insurance program  Enter a full 12-month amount, even if this compensation form covers fewer than 12 months. Enter the number with no dollar sign and no comma (thousands separator).

Has the pastor elected a Health Insurance that requires a participant premium?

This option is selected at the time of open enrollment in the conference group health insurance program  If this form is being completed for church approval of the compensation package at a charge conference meeting, and the health insurance choices have not yet been made, this question may be left  as "no answer."   You will return to this form after enrollment and enter the information for payroll purposes.

Yes
No
No answer
Amount of Pastor's Annual Health Insurance Participant Premium

This contribution is selected at the time of open enrollment in the conference group health insurance program  Enter a full 12-month amount, even if this compensation form covers fewer than 12 months.  Enter the number with no dollar sign and no comma (thousands separator).

The church has the option of providing additional benefits to the clergy person, for which the church arranges on its own.

*Will the church provide optional additional benefits?
Yes
No
Description of other benefits
Amount for other benefits

Enter full 12-month amount, even if this compensation worksheet covers less than 12 months.  Enter number with no dollar sign and no comma (thousands separator)

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