Apportionments

 

What are apportionments?

In the United Methodist Church, the vital web of the interactive relationships of connectionalism are funded through apportionments, “a portion meant” for others.

Apportionments are connectional funds given to allow us to work together to accomplish God’s work in the church and in the world. 

Apportionments are divided into three categories of connectional giving:

  • General and Jurisdictional

General and Jurisdictional apportionments are General church and South Central Jurisdictional budget funds apportioned to Annual Conferences.By Discipline, our Conference cannot change or reduce these amounts.Recommendations to lower General church apportionments (by about $1 million/year for our Conference) have been delayed because of the pandemic-caused postponement of General Conference 2020.General Conference is now scheduled to meet in August and September of 2022, and General church apportionments could be reduced as early as 2023.

  • Conference

Conference apportionments are Conference budget funds apportioned to local churches.Each year, the Conference Council on Finance and Administration (CF&A) recommends a budget for Annual Conference approval for the coming year, which determines these totals.Paying Conference apportionments allows us to:

  • Recruit, educate, credential, nurture and encourage pastors;
  • Support campus ministries and campus ministers;
  • Reach out to extend God’s love and grace to people in need; and
  • Equip congregations to make disciples of Jesus Christ for the transformation of the world.

 

  • Fair Share Goals

Fair Share Goals are optional benevolent giving opportunities which benefit wonderful Conference and connectional ministries.  Fair Share Goal ministries and dollar goals are determined by the Council each year.  In 2021, the Council is convening a Fair Share Goals Task Force, including members of CF&A, the Conference Leadership Team, and the Missions Team, to review our current Fair Share Goals and consider additional options for connectional giving.

 

Note:  District Apportionments are not included in General, Jurisdictional or Conference apportionment totals.  District Apportionment amounts vary by District; are set by Districts (usually by District Conferences); and should be paid directly to Districts.  For more information about District Apportionments, please contact your District office.

 

How are apportionments calculated?

Using a formula approved in 2001, the Texas Annual Conference assigns a portion of the General, Jurisdictional, and Conference budgets to each United Methodist Church.  

Here’s the formula:     A = E x (P + i)

Apportionments (A) are equal to a local church’s net expenditures (E) multiplied times (x) a percentage of the upcoming year’s budgets (P) which is modified (i) to account for a church’s economic constraints.  Net expenditures are calculated using the expenditures reported to the Conference by each local church each year in January on their End of Year Report.

New churches pay no apportionments for their first 2 years, then increase payments by 25% each year until they are paying 100% apportionments in their 6th year.

Each fall, apportionment statements for the following year are sent to a representative of each church.  By Discipline, apportioned amounts must be paid monthly by local churches to the Conference fiscal office. During each year, monthly apportionment statements showing amounts and percentages paid are sent to a representative of each church.    If your church is not receiving apportionment statements, if you need to update your church’s email address, or if you prefer to receive apportionment statements by USPS mail, please contact Accounting Assistant Tracey Blackshire tblackshire@txcumc.org.

How are apportionments paid?

By Discipline, apportioned amounts must be paid monthly by local churches to the Conference fiscal office.  There are several ways to pay:

  • Online

Yes, you can pay apportionments online.The first time you pay online, and any time you pay before or after the calendar year in which the apportionment is due (for example, if you send in 2021 apportionments in early 2022), please contact Rochelle Cebrun at rcebrun@txcumc.org, for set up and instructions.

  • Mail

Please do not pay by cash.

If you are paying by check, please make your check payable to:  

                                                            “Texas Annual Conference”

Please do NOT make the check payable to Elijah Stansell or Carol Bruse.

Mail your check directly to our bank’s lock box:

Texas Annual Conference

Department 0447

P.O. Box 120447

Dallas TX 75312-0447

  • Delivery

Please do not pay by cash.

If you are planning to deliver a check to the Conference office, please write the check payable to “Texas Annual Conference” and deliver your check to our physical address:

                        Texas Annual Conference Service Center

                        5215 Main Street

                        Houston TX 77002

  • Paying 2021 apportionments in 2022

Apportionments for 2021 must be paid by January 12, 2022. 

However, there will be no December deadline for submitting apportionments to the Conference, and checks will not be received by District offices on Report Day.Feel free to mail or deliver your 2021 apportionments to the Conference’s bank lock box or office address by January 12, 2022.If you want to pay your 2021 apportionments online on or after January 1, 2022, please contact Rochelle Cebrun rcebrun@txcumc.org for set up and instructions.

 

If you have questions about your church’s apportionments, please contact Treasurer Rev. Carol Bruse.  cbruse@txcumc.org