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Parish Finance, Auditing & Consulting
Cover Page and ForwardA. Administration A-1 Parish Finance Council GuidelinesB. Accounting System B-1 Recording Financial Transactions B-2 Accounting and Financial Records B-3 Standard Chart of Accounts C. Financial Reports & Budgets C-1 Parish Financial Reports C-1.1 Financial Report to Parishioners C-1.2 Annual Report - Bulletin Format (Small Parish) C-1.3 Annual Report - Bulletin Format (Large Parish) C-1.4 Annual Report - Bulletin Format (Segregated Restricted Activity) C-2 Parish BudgetsD. Parish Income D-1 Parish Receipt Controls D-1.1 Tamper Evident Bag Tracking Form D-2 Offertory Collections D-2.1 Parish Receipt Procedures D-2.2 Collection and Breakdown Form (Tally Sheet) (in Excel) D-2.3 Counting and Recording Procedures D-3 Introduction to Gift Acceptance Policy D-3.1 Gift Acceptance Policy D-4 Mass Intentions / Other Priestly Ministrations D-4.1 Collective Mass Intention Decree D-5 Fundraising Income D-6 Rental Income Please refer to the following instructions and applications for further detail: D-6.1 Facility Usage / Indemnity Agreement D-6.2 Special Events Application D-7 School Tuition D-7.1 USCCB School Tuition vs. Donation (Excerpted from USCCB Diocesan Financial Issues - August 2020) D-7.2 School Subsidy D-8 Religious Education TuitionE. Parish Disbursements E-1 Parish Disbursement Controls E-2 Check Requests E-2.1 Checks and Cash Payments for Services E-2.2 Record of Cash Payments E-3 Capital Expenditures E-4 Clergy Compensation and Retirement E-4.1 Compensation of Salary E-4.2 Reporting Priest Compensation E-5 Compensation and Benefits for Religious E-6 Compensation and Benefits for Lay Personnel E-6.1 Salary Change Form (Excel) E-7 Payroll and Other Taxes E-7.1 Illinois Retailers’ Occupation Tax (Sales Tax)F. Parish Bank Accounts F-1 Parish Bank Account Controls F-2 Parish Organization Bank Accounts F-3 Parish Auxiliary Bank Accounts F-3.1 Bingo Bank Account F-3.2 Payroll Bank AccountG. Diocesan Special Collections G-1 Special Collections by Date 2023 G-1 Special Collections by Date 2024
H. Parish AssessmentI. Real Estate - Sales and PurchaseJ. Stock Donations J-1 Stock Donation InstructionsK. Diocesan Deposit and Loan K-1 Deposit & Loan Transaction Slip
L. Education Endowment Fund Policy L-1 Education Endowment Agreement L-2 Enrollment Fund Agreement L-3 Contribution Form L-4 Distribution Form M. Petty CashN. Diocesan Property/Liability Insurance ProgramO. Personnel Policy O-1 Independent Contractor/Employee (IRS)