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#23 – The Parish/school financial ID # cannot be changed unless a new parish is formed, or a parish formally changes its name.
(The parish/school federal ID# and the internal Pastoral Center financial ID# can’t be changed. (Unless a new parish is created.))
ACTION – No action unless currently engaged in a canonical parish merger. This change affects parish employee benefits and 401K and the OCD listing used by the Federal Gov for tax exemptions.
RESOURCES – If engaged in a canonical parish merger contact the Archdiocese Financial Office to discuss the status and steps to properly manage the ID#.
OBJECTIVE – None unless engaged in a current canonical parish merger.
#25 – Families of Parishes must be fiscally accountable
(This parameter contains and is benefited by the three financial parameters listed below within this stage.)
#24 – Each parish must maintain their own financial and sacramental records until parish territories are merged. (Each operating parish must maintain their own financial books until parish territories are canonically merged.)
ACTION – Review and confirm that each parish within the Family has a financial record keeping mechanism. This is likely ParishSoft but if not identify what method is being used such as MSExcel spreadsheets, Quick Books, etc. Also identify who is responsible for the financial updates and reporting. Continue with maintaining individual parish financial books unless a new canonically merged parish is created.
RESOURCES – Internal review with staff and Financial Councils. Contact the Archdiocese Financial Office to discuss any questions you might have when moving to one set of books.
OBJECTIVE – An understanding by both the pastor and leadership what variety of mechanisms are involved across all parishes and who are the main contacts for the information. Parish financial books maintained unless a new canonically merged parish is created at which time the new parish will maintain the financial books.
#26 – Parishes within each Family must work together to have an agreed upon and signed shared expense agreement annually when planning the yearly fiscal budget.
ACTION – Identify and review any existing shared expense agreements. Finance and Parish Council in coordination with the pastor to review their current agreements and develop a plan for a shared expense agreement within the Family.
RESOURCES – Internal review with staff and Financial Councils. Contact Archdiocese Financial Office for examples of shared agreements.
OBJECTIVE – Understanding of the current agreements and what parishes need to be included in the future agreement. Executed shared agreement.
#27 – Each parish/school must follow all policies within the Temporal Affairs Document.
ACTION – Contact the Archdiocese Financial Office to request information regarding any Temporal Affairs they are aware of that are in question for the parishes in the Family. Contact Archdiocese Financial Finance Office with any questions.
RESOURCES – Archdiocese Financial Office, Temporal Affairs Handbook (each parish should have a copy of this document, but it can be requested through Archdiocese Financial Office)
OBJECTIVE – Current awareness of any outstanding issues. Compliance with Temporal Affairs document among all parishes in the Family.
#23 – The Parish/school financial ID # cannot be changed unless a new parish is formed, or a parish formally changes its name.
(The parish/school federal ID# and the internal Pastoral Center financial ID# can’t be changed. (Unless a new parish is created.))
ACTION – No action unless currently engaged in a canonical parish merger. This change affects parish employee benefits and 401K and the OCD listing used by the Federal Gov for tax exemptions.
RESOURCES – If engaged in a canonical parish merger contact the Archdiocese Financial Office (contact information provided on main page) to discuss the status and steps to properly manage the ID#.
OBJECTIVE – None unless engaged in a current canonical parish merger.
#25 – Families of Parishes must be fiscally accountable
(This parameter contains and is benefited by the three financial parameters listed below within this stage.)
#24 – Each parish must maintain their own financial and sacramental records until parish territories are merged. (Each operating parish must maintain their own financial books until parish territories are canonically merged.)
ACTION – Continue with maintaining individual parish financial books unless a new canonically merged parish is created.
RESOURCES – Contact the Archdiocese Financial Office to discuss any questions you might have when moving to one set of books.
OBJECTIVE – Parish financial books maintained unless a new canonically merged parish is created at which time the new parish will maintain the financial books.
#26 – Parishes within each Family must work together to have an agreed upon and signed shared expense agreement annually when planning the yearly fiscal budget.
ACTION – Execute shared expense agreement within the Family.
RESOURCES – Contact the Archdiocese Financial Office for examples of shared agreements.
OBJECTIVE – Executed shared agreement.
#27 – Each parish/school must follow all policies within the Temporal Affairs Document.
ACTION – Continue following the established Temporal Affairs policies.
RESOURCES – Contact the Archdiocese Financial Office, Temporal Affairs Handbook
OBJECTIVE – Compliance with Temporal Affairs document among all parishes in the Family.
#23 – The Parish/school financial ID # cannot be changed unless a new parish is formed, or a parish formally changes its name.
(The parish/school federal ID# and the internal Pastoral Center financial ID# can’t be changed. (Unless a new parish is created.))
ACTION – No action unless currently engaged in a canonical parish merger. This change affects parish employee benefits and 401K and the OCD listing used by the Federal Gov for tax exemptions.
RESOURCES – If engaged in a canonical parish merger contact the Archdiocese Financial Office to discuss the status and steps to properly manage the ID#.
OBJECTIVE – None unless engaged in a current canonical parish merger.
#25 – Families of Parishes must be fiscally accountable
(This parameter contains and is benefited by the three financial parameters listed below within this stage.)
#24 – Each parish must maintain their own financial and sacramental records until parish territories are merged. (Each operating parish must maintain their own financial books until parish territories are canonically merged.)
ACTION – Continue maintaining individual parish financial books unless a new canonically merged parish is created.
RESOURCES – Contact the Archdiocese Financial Office to discuss any questions you might have when moving to one set of books.
OBJECTIVE – Parish financial books maintained unless a new canonically merged parish is created at which time the new parish will maintain the financial books.
#26 – Parishes within each Family must work together to have an agreed upon and signed shared expense agreement annually when planning the yearly fiscal budget.
ACTION – Continue executing shared expense agreement within the Family.
RESOURCES – Contact the Archdiocese Financial Office for examples of shared agreements.
OBJECTIVE – Executed shared agreement.
#27 – Each parish/school must follow all policies within the Temporal Affairs Document.
ACTION – Continue following the established Temporal Affairs policies.
RESOURCES – Archdiocese Financial Office, Temporal Affairs Handbook
OBJECTIVE – Compliance with Temporal Affairs document among all parishes in the Family.
It is recommended that each parish use ParishSoft and Gabriel.
ACTION – If you are already on ParishSoft and Gabriel there is no action to take. If not, work with the Archdiocese Financial Office to begin using ParishSoft and Gabriel. Work with the Finance Office to convert parish data to Gabriel.
RESOURCES – Archdiocese Financial Office
OBJECTIVE – Eventual conversion.
It is recommended that each pastor and his business manager participate in financial training provided by the Archdiocese
ACTION – Participate when training is offered. Training offered in September of each year.
RESOURCES – Contact the Archdiocese Financial Office
OBJECTIVE – Participation in annual training.
It is recommended that each parish/school have a balanced budget and/or address indebtedness over a planned period.
ACTION – The Finance and Parish Council in coordination with pastor to understand the current indebtedness of each parish within the Family. Finance and Parish Council in coordination with pastor to develop a plan to address indebtedness.
RESOURCES – Internal council reviews.
OBJECTIVE – Plan in place to address indebtedness and work toward a balanced budget.
It is recommended that each parish use ParishSoft and Gabriel.
ACTION – Continue working with the Finance Office to convert parish data to Gabriel.
RESOURCES – Archdiocese Financial Office
OBJECTIVE – Completion of planned conversions.
It is recommended that each pastor and his business manager participate in financial training provided by the Archdiocese
ACTION – Participation in annual training.
RESOURCES – Contact the Archdiocese Financial Office
OBJECTIVE – Continued participation in annual training.
It is recommended that each parish/school have a balanced budget and/or address indebtedness over a planned period.
ACTION – Execute plan to address indebtedness.
RESOURCES – Internal council reviews.
OBJECTIVE – Execute plan to address indebtedness in establishing and maintaining a balanced budget.
It is recommended that each parish use ParishSoft and Gabriel.
ACTION – Use of ParishSoft and Gabriel by all parishes within the Family. Integration of parish data within ParishSoft and Gabriel in situations of parish mergers.
RESOURCES – Archdiocese Financial Office
OBJECTIVE – Completion of planned conversions.
It is recommended that each pastor and his business manager participate in financial training provided by the Archdiocese
ACTION – Participation in annual training as needed.
RESOURCES – Contact the Archdiocese Financial Office
OBJECTIVE – As needed participation in annual training.
It is recommended that each parish/school have a balanced budget and/or address indebtedness over a planned period.
ACTION – Continued execution of plans to address indebtedness.
RESOURCES – Internal council reviews.
OBJECTIVE – Continued execution of plans to address indebtedness and the establishment of a balanced budget.
I am convinced that Beacons of Light, born of great hope, will enable us to form stronger parishes, centered on the Eucharist, that radiate the love of Christ and joy of the Gospel… God has abundantly blessed our first two centuries and will certainly bless the next.
