Finance & Audit

Audits

Audits are due by September 1 each year.

Contact the Rev. Melanie Combs, Chair of the Commission on Finance, with questions.

Annual Parochial Report

The Annual Parochial Report is due to The Episcopal Church no later than March 1 of each year. The report is filed online only at https://reports.dfms.org. Every congregation of the Diocese of Vermont is required to file a report every year, which the diocese is required to review. In the Diocese of Vermont, that review is conducted by members of the Commission on Finance.

The Commission on Finance held a training session on Zoom to assist congregations in completing the updated report for 2024. The 2025 report is much the same. Watch a recording.

Resources:

Diocesan Unit Trust Fund

The Diocesan Unit Fund (“the Fund”) holds investments of the Episcopal Diocese of Vermont, its parishes, its missions and its other institutions. Learn more.

Insurance

Resources regarding church property insurance

Real Estate

Diocese of Vermont Real Estate Policies, Procedures & Best Practices for Purchases, Sales, Encumbrances, & Loans