Financial Affairs

March 14, 2020 – Training for Church Treasurers (flyer)
for more information please contact: EDD@BREEDEN.US (831) 239-6817

This training will bring you up to date on new happenings in the world of Church Treasurers and Finance Committees as well as cover some ground of the fundamentals of the job for all Church Treasurers. This should be beneficial to pastors, church treasurers, elders and finance committee personnel.

MARCH 14, 2020 9:30 AM-NOON Presbytery Office at 890 Meridian Way (GPS at 1385 Fruitdale Ave), San Jose

Recommended Reading

Other Resources

Presbytery Policy on Lease Agreements.pdf
Presbytery Lease Agreement- Template short form
Presbytery Lease Agreement-Template long form
Amendment to Leases
Ministry Funding Request Criteria and Form


Mission Pledge Form 2016.pdf
Presbyterian approved/recommended Shared Equity Agreement for Pastor Housing
Shared Equity Memorandum (2009)

Official forms required of most Non-profits including churches.

 

Santa Clara County
571L filing tips
https://www.sccassessor.org/index.php/property-information/business-owner/e-filing

Exemption filing tips
https://www.sccassessor.org/index.php/property-information/non-profit/churches/item/129-more-information-for-church-exemption

Santa Cruz County
571L
http://www.co.santa-cruz.ca.us/portals/0/County/asr/forms/taxform38.pdf

Exemptions
http://www.co.santa-cruz.ca.us/tax/relpam.htm

Monterey County
571L
https://www.co.monterey.ca.us/assessor/bizprop.htm

Exemptions
County Assessor’s Office indicated that they are still mailing out forms to churches