resources

Church Chat Resource Library

Church Chat is an original series created by and for United Methodists of Upper New York and is comprised of helpful information surrounding topics relating to finance, human resources, and benefits topics.

To view all the videos in the channel, click here. For specific questions, click here to access the staff directory. To submit a Church Chat topic idea, email info@unyumc.org.

Form W-2 or Form 1099/ Employee or Independent Contractor
State and Federal Taxes
W-2 Form
W-3 Form
Parsonage Value vs Fair Rental Value
Legalities of Withholding and not Remitting/Not Withholding
Active (not retired status) Clergy Housing Exclusion and Housing Allowance
Wespath Retirement 1099s
United Methodist Status Classifications
Clergy Withholding Elections and Communication
Clergy Compensation Form
Leadership Foundation: Board of Trustees Committee 
Leadership Foundation: Finance Training
Leadership Foundation: Staff-Parish Relations Committees (SPRC) Training
Leadership Foundation: Lay Leader Training 
Leadership Foundation: Charge Conference Forms Platform Webinar 
Leadership Foundation: Church Council/Leadership Team Chair Training 
Leadership Foundation: Stewardship 

Episode 1: Form W-2 or Form 1099/ Employee or Independent Contractor

Click here to download the W2 or 1099 PowerPoint.

Episode 2: State and Federal Taxes

Click here to download the State and Federal Taxes PowerPoint.

Episode 3: W-2 Form

Click here to download the W2 Form PowerPoint.

Episode 4: W-3 Form

Click here to download the W3 Form PowerPoint.

Episode 5: Parsonage Value vs Fair Rental Value

Click here to download the Parsonage Value PowerPoint.

Episode 6: Legalities of Withholding and Not Remitting/Not Withholding

Click here to download the Legalities PowerPoint.

Episode 7: Active (not retired status) Clergy Housing Exclusion and Housing Allowance

Click here to download the Housing Exclusion and Allowance PowerPoint.

Episode 8: Wespath Retirement 1099s

Click here to download the Wespath Retirement 1099-r Forms PowerPoint.

Click here to download the PowerPoint for the Retiree Housing Exclusion Resolution.

Click here to view a sample 1099-R sheet.

Episode 9: United Methodist Status Classifications

Click here to download the UM Status Classifications PowerPoint.

Click here to view the Clergy Payroll Flow Chart.

Episode 10: Clergy Withholding Elections and Communication

Click here to download the Clergy Withholding Elections and Communication PowerPoint.

Click here to view the UMPIP Contribution Election Form 3

Click here to view the UMPIP Contribution Election Form 4

Episode 11: Clergy Compensation Form