Calendar & Reporting Timeline

General Reporting Timeline

Jan 31, 2024

Mid-Year Financials Due (as of 12/31/23)

Be sure to include income statement and balance sheet

June 1, 2024

Parish, Mission, Campus Ministry and School Budgets due

Jul. 31, 2024

End of Year Financials Due (as of 6/30/24) with Parish Representation Letter

Be sure to include income statement and balance sheet

Coming Events

Agreed Upon Procedures Review Schedule

Parishes, missions and elementary schools are reviewed by independent accountants every three years for compliance with acceptable accounting practices and diocesan policy. The schedule currently stands as follows:

TBA

Reviews will take place during the fall of the year noted (after the close of the fiscal year at June 30.) Locations are provided pricing information in February so that appropriate budgeting provisions may be made. Special arrangements for additional reviews outside of the normal schedule may of course be made at the request of the Bishop, Diocesan Administrator or the Pastor.

Diocesan High Schools’ Audits

High Schools are to undergo financial audits every other year, unless exception is required by the Bishop or Diocesan Administrator, a financing institution, or school accreditation program.