Reports & Documents

Best Practices for Parish Financial Management

In all areas of parish financial management, it is important that employees and volunteers not only be informed of proper procedures, but also be instructed as to the benefits of such procedures. The attached self-grading report will enable thefinance committee to analyze its current control systems. This booklet will also help implement a control system that will put to rest any questions concerning the improper appropriation or handling of funds by employees and volunteers.

Parish Finance Council Constitution and Bylaws

This word document serves as a guide for parishes establishing a Parish Finance Council. Parishes may edit the document with their parish name, pastor’s name, etc. As advised in Best Practices booklet (above), an active, well-formed Parish Finance Council is a key element for promoting the financial health of a parish, assuring accountability, and assisting the pastor with his temporal responsibilities.

D&L Deposit Agreement

The agreement that governs all savings deposits with the Diocese of Corpus Christi Deposit and Loan Fund, Inc.

D&L Loan Application

Diocese of Corpus Christi Deposit and Loan Fund, Loan Application Form

D&L On-Line Access Application

Retrieve Deposit and Loan Statements from the Diocesan Website

Application for Special Events Coverage

Catholic Mutual MUST receive application at least 15 days prior to event. Do not submit applications more than 6 months in advance.

Parish and School Chart of Accounts

This Chart of Accounts is required to be used by all Parishes, Missions, Elementary Schools and Middle School of the Diocese of Corpus Christi.

Parish and School Mapping to New Chart of Accounts

This document maps the old Logos account numbers to the new QB account numbers

Assessment Exemption Request Policy

Specific guidelines in order to establish building fund.

Assesment Exemption Request Application

Application form to request an exemption from parish revenues normally included in the annual assessment calculation. Completed application should be sent to the Diocesan Fiscal Officer.

Official Diocesan Census Form

Designed for use with Parishsoft. This is a .pdf file and must be copied and pasted into a word processing software (ie: Microsoft Word, Word Perfect, iWork) to be edited by the parish

Parish and School Payment Coupon

Diocese of Corpus Christi Payment Coupon for parishes and schools send checks into the Chancery.

Records Retention for Parish School

Recommended Guidelines for Parish School and Diocesan Organization Record Retention.