Financial Resources

Diocesan Contact: Ticoy Young, 214-826-8310
2017 Revised EDOD Budget
Annual Audits of Parish Financial Statements & Management Practices 

Audits are due annually on September 1, whether conducted by a CPA or completed internally. Please email to

Assessments: Section 2.5 of the Constitution and Canons

If a Parish or Mission did not pay its full assessment for the preceding year, or years, sanctions shall be applied. “Full Assessment” means the amount determined to be owed by a Parish or Mission in accordance with the assessment formula set by the Executive Council, or the amount set by the Finance Department of the Executive Council as provided in Canon 15. 

Sixty days prior to the convening of a Diocesan Convention, the Treasurer shall report to the Bishop the status of the Assessment payments of each Parish and Mission in the Diocese. The Executive Council shall promptly notify a Parish or Mission affected by this section of the application of one of the following sanctions if remedial action is not taken prior to the time the Convention is convened:

A) After the first year that a Parish or Mission fails to meet its Full Assessment, no person from that Parish or Mission, clerical or lay, shall be eligible for election to any canonical Diocesan Office.

B) After the second consecutive year that a Parish or Mission fails to meet its Full Assessment, no person from that Parish or Mission, clerical or lay, shall be eligible for election to any canonical Diocesan Office, and said Parish or Mission will lose voice and vote in the Diocesan Convention for that year.

C) After the third consecutive year that a Parish or Mission fails to meet its Full Assessment, no person from that Parish or Mission, clerical or lay, shall be eligible for election to any canonical Diocesan Office; said Parish or Mission will lose voice and vote in the Diocesan Convention for that year; and if a Parish, such Parish shall be restored to Mission status.

D) The imposition of the foregoing sanctions shall have no effect upon any member of the Parish or Mission already actively serving in any Diocesan Office.

E) For good cause shown, the Bishop or the Executive Council of the Diocese may suspend or reduce the imposition of sanctions arising from the failure to meet the Full Assessment required by this Canon.

The Manual of Business Methods in Church Affairs
Manual De Metodos Administrativos Para Los Asuntos De La Iglesia
Parochial Report: Canon 28 of the Constitutions and Canons

Section 28.1     A report from every Parish and Mission shall be prepared annually for the year ending December 31st preceding upon the form provided by the Executive Council of the Episcopal Church in the United States of America. This report shall be sent in duplicate not later than February 1st to the Bishop of the Diocese. 

Section 28.2     The Bishop or the Secretary of the Diocese shall send the duplicate copies of the reports, accompanied by a tabulation of the data thereon, to the Executive Council of the Episcopal Church not later than March 1st. 

Section 28.3     Copies of the reports and tabulation shall be filed in the Diocesan Office for the use of Commissions and Committees. These reports, or such parts of them as the Bishop may deem proper, shall be entered in the Journal of the Diocese.

Section 28.4     Any Parish or Mission of the Diocese that fails to file timely its Annual Report for the preceding year shall be subject to the following sanctions:

A) When any Parish or Mission has failed to timely file its Annual Report for any given year, no person from the Parish or Mission, clerical or lay, shall be eligible for election to any canonical Diocesan Office in the year following that given year.

B) In addition to the sanctions imposed by Section 28.4 (a) of this Canon, when any Parish or Mission has failed to timely file its Annual Report for two years in a row, the Parish or Mission shall lose voice and vote in the Diocesan Convention for the current year and in each subsequent Diocesan Convention until the Parish or Mission has timely filed its Annual Report.

C) The imposition of the foregoing sanctions shall have no effect upon any member of the Parish or Mission already actively serving in any Diocesan Office.

D) For good cause shown, the Bishop or the Executive Council of the Diocese may suspend or reduce the imposition of sanctions arising from the failure to file timely the Annual Report required by this Canon.

The Parochial Report must be submitted by each parish and mission by February 1.  Please contact Susan Mills for any questions.

Clergy Ministry Funds Policy
Bishop’s Customary

The diocese has a Conflict of Interest Policy that can be found in Appendix B of the Bishop’s Customary. All clergy should read this policy to ensure compliance.

Finance Committee
Bob Bowling, Good Shepherd, Dallas
Drew Bradford, Incarnation, Dallas
Richard D’Antoni, St. Michael & All Angels, Dallas
Alan Dunlop, Transfiguration, Dallas
Cathleen Dolt, Assistant Treasurer, St. James, Dallas
Mary Sonom, Treasurer, Epiphany, Richardson
Don Mills, Good Shepherd, Dallas
The Rev. Betsy Randall, Epiphany, Richardson
Jim Riggert, St. Michael & All Angels, Dallas
Jim Smith, Assistant Treasurer, St. Michael & All Angels, Dallas
The Rev. Rebecca Tankersley, St. James, Dallas
Rebecca Wellborn, St. Paul, Waxahachie
Greg Fox, Holy Trinity-by-the-Lake, Heath
The Rev. Perry Mullins, St. Peter's, McKinney