Finance & Administration

Finance and Administration Office

Welcome!

Welcome to the Finance & Administration Office webpage. Our mission is to provide exceptional service in the areas of financial management, benefits administration and record preservation for local churches and the elected leadership of the Wisconsin Annual Conference.

Updates

  • 2020 Statistical Reports Due February 28, 2021 (one month extension!)
    Each year United Methodist Churches complete Statistical Reports which compiles data on Membership and Participation (Table #1), Church Assets and Expenses (Table #2), and Church Income (Table #3) for the entire denomination. The year-end reporting will continue to be done through the Ezra website. The login credentials are:

    website: ezra.gcfa.org/
    log-in: Your Church's 6-digit GCNO
    password: stats2020 (if you change your password, be sure to alert any users at your church of the change)

    A great first step is to print a blank form with the previous year's information.  These can be found under Reports -> Blank Church Input Form.  This gives a good overview of the expected information and what was collected last year.  Your help in submitting accurate and timely statistics by February 28, 2021 is greatly appreciated.

    To view the Statistical Reporting training video click here

  • NEW – 2021 IRS approved mileage rate is 56.0 cents per mile, down from 57.5 cents in 2020

Contact Us!

Our finance staff is available during the office hours listed below.  Please contact us by phone or email with questions.   

Please use the e-mails below to get to the staff you need directly.
Office Hours: M-F 8:00 – 4:30
Phone: 608-837-7320
E-mail: treasureroffice@wisconsinumc.org
Mailing Address: 750 Windsor St, Ste 104, Sun Prairie, WI 53590

 

Our Staff

Sarah SneiderSarah Sneider
Treasurer & Director of Administration
SSneider@WisconsinUMC.org

  • Legal, Budget and Statistics Issues
  • Insurance (other than health)
  • Church Building, Property, Equipment & Real Estate Issues
  • Apportionment Calculations & Adjustments
  • Human Resources
  • Information Technology
  • PPP Loans
  • Statistical Reports

Rev. Jean Nicholas, Conference Benefits OfficerRev. Jean Nicholas
Conference Benefits Officer
Jean.Nicholas@WisconsinUMC.org

  • Health Insurance – HealthFlex (actives) or AmWins (retirees)
  • Pension - Wespath
  • Healthflex Cafeteria Plan
  • Death of Clergy, Laity & Spouses
  • Retirement Benefits

 David Hegg
Accountant
DHegg@wisconsinumc.org

  • Financial Statements
  • Reconciliations
  • Foundation accounts
  • Audits

Lisa Adler, Accounting ClerkLisa Adler
Finance Office Manager 
LAdler@WisconsinUMC.org

  • Apportionment statements and questions
  • Monthly health and pension billing/Mission Connect
  • Payroll
  • Special giving
  • Processing expense vouchers

 Lynn Lubkeman, Conference ArchivistLynn Lubkeman
Conference Archivist
LLubkeman@WisconsinUMC.org

  • Administers Conference archival materials
  • Researches records for staff, churches, genealogists and researchers
  • Provides guidance to churches on records management

 

Conference Budget

Our giving transforms Wisconsin and the World! The faithful giving of the local United Methodist Churches within Wisconsin empowers much needed ministry. Our mission is to Make Disciples for the Transformation of the World and we accomplish that through the giving of time, talents and treasures of the people of Wisconsin! Access information on our budget in summary, detail and narrative forms.

Local Church Finances

Our Finance and Administration Office is a resource for local United Methodist Churches in Wisconsin. The task of providing leadership in financial ministry is a great honor and an awesome responsibility. As a leader and steward, we want to provide you with a basic understanding of your role and the best practices. View resources on handling your church finances and view information on upcoming trainings, both in person and via webinar.

Apportionments

Apportionment is the term used to describe the amount that each United Methodist congregation is asked to contribute to the wider United Methodist Church in support of our missions and ministries around the world. In other words, it is A Portion Meant for Others. We sometimes call Apportionments the term Connectional Giving because it is an outward and visible sign of the connection within the UMC.

View videos, guides, and more on Why We Give and What We Support through our Shared Connectional Ministries!

Online Giving

Electronic payment of Apportionments and Special Giving
Over half of our churches are now using Ministry Financials to make apportionment and special giving payments and are finding it easy to use. Click here for instructions to set up payments from your checking account.