Every congregation is required to complete their Parochial Report and Annual Certificate by March 1. The Parochial Report is completed using the Episcopal Church’s online filing system: https://reports.dfms.org/. After the congregation files their report, Diocesan staff review it for accuracy, and submit the completed version to the Episcopal Church. If a congregation is unsure of their username and password for the online filing system, contact John Edgar at [email protected].
The Parochial Report is a tool for the collection of data that is intended to assist the Church in understanding itself and planning for mission. Click the following link for resources from the Episcopal Church that will help you complete your report:
General Convention Office – Parochial Report Resources
In addition to the Parochial Report, all items requested in the Annual Certificate must be completed and submitted to the Office of the Bishop of Southwest Florida no later than March 1. The current Annual Certificate can be downloaded by clicking on this link. Email completed certificates to [email protected]. Beginning in 2024, congregational update forms (for Clergy, Staff, and Vestry) as well as the Certificate of Lay Delegates, are completed using an online form. They are linked below:
Clergy Update Form (Click Here) – Complete this form now.
Staff Update Form (Click Here) – Complete this form now.
Vestry Update Form (Click Here) – Complete this form after your new Vestry is elected.
Certificate of Lay Delegates (Click Here) – Complete this form once your delegates are elected.
Apportionable Funds Worksheet – Complete this form and include with your Annual Certificate and Financial Statements.
Workshops were held in January and February to orient congregations to the Parochial Report and the Annual Certificate. View the recording and slides below:
Additional Parochial Report Guidance – This document addresses several questions and issues raised at the workshops.
Follow Up Workshop Sessions will be held in February, so that churches can receive more support in completing their reports:
February 11, 2025 at 9:00 a.m.- Click to Join | Meeting ID: 872 4930 2382 | Password: 972140
February 18, 2025 at 9:00 a.m. – Click to Join | Meeting ID: 848 8703 9183 | Password: 106953
Supplemental video resources are being provided, so that you can learn more about annual reporting tips and tricks on your own time:
Parochial Report Finance Walkthrough – A full walkthrough of the Parochial Report finance pages using a church in the diocese.
Apportionment Worksheet Walkthrough – A full walkthrough of the Apportionment Worksheets using the same church above.
Calculating Online Viewership on Facebook – Learn about calculating how many viewers are watching your online services on Facebook.
Calculating Online Viewership on Boxcast – Learn about calculating how many viewers are watching your online services on Boxcast.
Calculating Online Viewership on Youtube – Learn about calculating how many viewers are watching your online services on Youtube.
Reporting Endowment and Investment Draws – Learn how to report draws from and contributions to Endowments and Invested Savings.
Reporting Outreach Financial Activity – Learn how to report Outreach financial activity.
Reporting Thrift Store Activity – Reporting Thrift Store financial activity.
Last Updated: 9-15-23