Parish Annual Financial Report Form 2024

Parish Annual Financial Report

For the year ended June 30, 2024
Parish or Mission*
Parish E-mail

PARISH ANNUAL FINANCIAL REPORT - CHECKLIST
Number of Parishioners
Number of Adult Parishioners
Number of Envelope Holders
Number of Contributing Envelope Holders
Note: those contributing online should be counted towards this total
1. Income flows to Statement of Financial Position (Compare Receipts Over/Under Expenses from the Statement of Revenue & Expense to Current Year Fund Balance on the Statement of Financial Position)
Choose yes or no.
1(a). If "no" explain
2. Statement of Financial Position balances (Total Assets = Total Liabilities & Fund Balance)
Choose yes or no.
2(a). If "no" explain
3. Are there negative balances in Assets (Review all assets listed on the Statement of Financial Position. Are there any negatives?)
Choose yes or no.
3(a). If "yes" explain
4. Are there negative balances in Liabilities (Review all liabilities listed on the Statement of Financial Position. Are there any negatives?)
Choose yes or no.
4(a). If "yes" explain
5. Prior year Fund Balance brought forward (Current Prior Year Fund Balance should be the same as previous year's Total Parish Fund Balance on the Statement of Financial Position)
Choose yes, no, or n/a
5(a). If "no" explain
6. Income recorded in 610 (Capital Campaign Account)
Choose yes or no.
6(a). If "yes" has the Bishop approved this capital campaign?
Choose yes or no.
6(b). If "yes" please enter the following information for your diocesan-approved Capital Campaign:
6(b). If "no" explain
7. If you have a Needy Parish Loan payable balance, does the balance agree with the Diocese?
Select N/A if your parish does not have a Needy Parish Loan balance.
7(a). If "no" explain

8. Is there more than $1000 in Miscellaneous Income (Review Miscellaneous Income on current year Statement of Revenue & Expense)
Choose yes or no.
8(a). If "yes" explain
9. Is there more than $1000 in Miscellaneous Expense (Review current year Statement of Revenue & Expense)
Choose yes or no.
9(a). If "yes" explain
10. Does your parish or mission hold any endowments outside the National Catholic Investment Pool? *
Choose yes or no

Please leave a comment if you have any additional information to share on this report.
PARISH ANNUAL FINANCIAL REPORT - UPCSA GOAL CALCULATION DATA

Please complete and verify the information below using 2022-2023 and 2023-2024 statements of revenue & expense.
Total Assessable Receipts FYE 2023
Total Assessable Receipts FYE 2024
Percentage Difference between FYE '23 & FYE '24
Your total assessable receipts varied by more than 5% between FYE 2024 and FYE 2023. Please explain what factors contributed to this change:
Loose Collection FYE 2023
Loose Collection FYE 2024
Percentage Difference between FYE '23 & FYE '24
Your loose collection total varied by more than 5% between FYE 2024 and FYE 2023. Please explain what factors contributed to this change:
School Subsidy FYE 2023
School Subsidy FYE 2024
Percentage Difference between FYE '23 & FYE '24
Your total school subsidy varied by more than 5% between FYE 2024 and FYE 2023. Please explain what factors contributed to this change:
Total Contributing Envelope Holders FYE 2023
Total Contributing Envelope Holders FYE 2024
Percentage Difference between FYE '23 & FYE '24
Your total total contributing envelope holders varied by more than 5% between FYE 2024 and FYE 2023. Please explain what factors contributed to this change:

I, the undersigned, hereby certify that I have examined this Parish Annual Report and Financial Statements and find that it is an accurate statement of the condition of this parish or mission.
Attach Scanned Image of Pastor Signature

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Pastor/ Pastoral Coordinator

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Pastor/ Pastoral Coordinator

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Pastor/ Pastoral Coordinator

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Pastor/ Pastoral Coordinator Email

I, the undersigned, hereby certify that I have examined this Parish Annual Report and Financial Statements and find that it is an accurate statement of the condition of this parish or mission.
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Finance Council President

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Finance Council President

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Finance Council President Email

Attach Statement of Financial Position

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Attach Statement of Revenue & Expense

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Attach Budget for 2024-2025 fiscal year (if not shown on Statement of Revenue & Expense).

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Did you review all the information before submitting this form?*
This Parish Report, when signed, is to be submitted to the Pastoral Office by August 31, 2024. A copy will be returned to the parish or mission after approval by the Bishop.
Respectfully submitted the:*

MonthDayYear
Should be Empty:

	To Whom Payable	Date Made	% Interest	Org. Amount of Loan	Interest	Principal	Unpaid Balance