Budget & Annual Parish Financial Report

2023-2024 Budget

The 2023-24 budget submission was due June 30, 2023. Please contact your Parish Financial Services Coordinator to receive the template.

Annual Parish Financial Report (APFR)
Fiscal Year July 1, 2022 - June 30, 2023

If you have any questions regarding the preparation of the enclosed Annual Parish Financial Report, please contact Antonette Agustin or Ron Hamilton, our Parish Financial Services Coordinators.

A COMPLETE APFR SUBMISSION CONSISTS OF FIVE ITEMS:

  1. Part 1
  2. A backup of the Parish QuickBooks file OR Parts 2 and 3 completed
  3. Addendum A
  4. Addendum B
  5. Signed Transmittal Letter

Includes questions relating to the parish's plant, real property holdings, and construction\renovation needs and plans.

(Note: Part 2 & 3 excel not required if you submit a backup of the parish QuickBooks file)

If using QuickBooks desktop: backup QuickBooks File onto a thumb drive, or send via secure file transfer. Also provide username and password.

If using QuickBooks online: provide username and password

If not submitting QuickBooks then complete:

  • Part 2: Annual Statement of Cash Receipts and Disbursements.
  • Part 3: Supplemental Information - Includes beginning and ending account balances for each of the parish’s cash accounts, loans, and other investments; and information regarding parish staff, including annual wages.
  • And please also printout (1) the Profit & Loss Statement run for fiscal year 2022-23, cash basis and (2) Balance Sheet: as of June 30, 2023 and June 30, 2022. Guidance/instructions are here:

Membership (Important – for retired members, please provide their former occupation)