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Under the new Adjustment Board Guidelines, at least four days prior to Annual Convention, the Diocese will post on its website a listing of each parish that is subject to assessment, with an indication of its payment status and an indication of whether it has an appeal pending with the Adjustment Board. The list and cover letter are available here.
Recent or Proposed Changes
NOTE: The main contents of this page (not indented) describe the assessment formula as currently in force. In September 2009 the Special Committee on the Diocesan Budget Process and Assessment issued a draft report in which it made a number of recommendations, briefly as follows.
20% Reduction for 2009; Change in Adjustment Board and Process
Two of these recommendations required no change to the diocesan canons, and have already been implemented. One was a 20% reduction in the 2009 assessment. The other was for changes in the Adjustment Board and Process. Read details of the latter on the Adjustments page.
Proposed Changes in the Formula for 2010 and Later
The Committee also recommended changes in the assessment formula for 2010 and later years, which would require changes in the relevant diocesan canon at the November 2009 convention. Please click here to see the proposed changes.
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Under Canon 18, unless a congregation is a member of the Congregational Support Plan, each congregation pays an assessment to support the National Church, the mission and program of the Diocese, the Episcopate, and the other arms of the diocesan administration.
The assessment is calculated on the average of the Normal Operating Income shown on the two previous years' parochial reports. For example, the 2003 assessment is calculated on the average of line A (Subtotal Normal Operating Income) on page 3 of the 2000 and 2001 parochial reports submitted by the congregation.
A sample calculation is shown below:
| 2000 Normal Operating Income (NOI) | $247,849 | |
| 2001 NOI | $272,735 | |
| Average NOI | $260,292 | |
| 5% of NOI between $0 and $50,000 | $ 2,500 | |
| plus 12% of NOI between $50,000 and $100,000 | $6,000 | |
| plus 15% of NOI between $100,000 and $200,000 | $15,000 | |
| plus 18% of NOI between $200,000 and $300,000 | $10,853 | |
| plus 20% of NOI between $300,000 and $500,000 | 0 | |
| plus 25% of any amount over $500,000 of average NOI | 0 | |
| Total 2003 assessment | $34,353 |
The diocesan assessment is payable in four quarterly installments. The Canon specifies that the quarterly payments are due on the 5th of the first month of each quarter.
Adjustments
New Adjustment Guidelines were introduced in September 2009. Read about them on the Adjustments page.
See Also:
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