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Finance
2020 Health Insurance
2020 Anthem CDHP15 HSA Summary
2020 Anthem CDHP20 HSA Summary
2020 BlueCard PPO 90 Summary
2020 Dental Insurance Rates
2020 ECMT DPPO Basic Dental
2020 ECMT DPPO Dental and Orthodontia
2020 ECMT DPPO Preventative Dental
2020 Employee Cost of Health Insurance Under DHP
2020 Generic Open Enrollment Form
2020 Health Insurance Rates
2020 HSA Funding Limits
2020 Minimum Funding for the DHP Parity
2020 Open Enrollment Template - Employees
2020 Open Enrollment Template - Parishes
2020 Resources for Open Enrollment
Vendor Contracts
2021 Health Insurance
2021 Anthem CDHP15 HSA Summary
2021 Anthem CDHP20 HSA Summary
2021 Anthem PPO Summary
2021 Cigna Basic Dental Summary
2021 Cigna Dental Orthodontics Summary
2021 Cigna Preventative Dental Summary
2021 Dental Insurance Rates
2021 Health Insurance Rates
2021 Health Savings Account Limits
2021 Letter to Parishes - Open Enrollment
2021 Maximum Employee Cost-Sharing for Health Insurance Plans
2021 Minimum funding for the DHP parity
Letter to Employees
2020 Parochial Reports
2020 Parochial Report Form (Fillable)
2020 Parochial Report Transmittal Form
2020 Related Entities
2020 Report of Endowment Funds
2020 Report on Endowments
2020 Report on Foundations
2020 Revised Parochial Report Instructions
2020 Statement of Financial Position: Assets, Liabilities, and Net-Assets
Foundation Transactions (Fill-in)
Letter from Michael Barlowe Regarding 2020 Parochial Report.
Parochial Report Reconciliation Form
Related Entities (Fill-in Form)
Statement of Financial Position - Liabilities and Net-Assets (Distributed)
Statement of Financial Position Assets (Distributed)
2021 Lay Pensions
2021 Lay Pension Memo
2021 Annual Report of Lay Employees (Form 3)
2021 Annual Report on Lay Employees (Form 2)
Lay Pension Form 1 - No Lay Employees
Assessments
2021 Estimate of Annual Support (Fill-In)
2021 Monthly Assessment Form (Fill-in)
2021 January Assessment Form (Fill-In)
Canons
Diocesan Business Practices - 2016
List of Canons Applicable to Finance
2017 Canonical Requirements for Audit Reports
Title 1, Section 14 - Assessments
Title II Pension Canons
Church Insurance
Church Insurance Certificate of Insurance Request Form
Property Loss Insurance Claim Form
Church Pension - Employee Changes
Clergy & Lay Checklists - Hire, Retire & other changes
Clergy Employee Application_ RSVP
Clergy New Assignment Notice and Compensation Change
Clergy Participant Change Form
Employee Lay DC Application
Lay DC plan Beneficiary Form
Lay Employee Application RSVP
Lay Participant Change Form
RSVP Employer Adoption Agreement
What To Do When A Cleric Retires
What To Do When A Lay Employee Retires
What To Do When The Salary Of A Cleric Changes
What To Do When The Salary Of A Lay Employee Changes
What To Do When You Hire A New Cleric
What To Do When You Hire A New Lay Employee
What To Do When You Terminate A Cleric
What To Do When You Terminate A Lay Employee
Model Policies
Clergy Discretionary Fund Policy
Conflict of Interest Policy Template
Housing Allowance Sample Standing Resolution
Parish Accountable Reimb Policy
Use of Parish Credit Cards
State of Ohio Forms
OH New Hire Form
OH Reinstatement Form
OH Statement of Continued Existence
Workers Comp. - Elective Coverage for Clergy
Audits
2020 Committee Audit Instructions
2020 Committee Audit Workbook
2020 Small Parish Audit and Letter
Diocese of Ohio Audit - 2016
Diocese of Ohio Audit - 2017
JIF
2012 JIF Audit
2013 JIF Audit
2014 JIF Audit
2015 JIF Audit
2016 JIF Audit
2017 JIF Audit
Investment Policy Approved 9.18.18
JIF - New Account Form
JIF - New Account Form (Excel)
JIF Addition
JIF Addition - Excel Format
JIF Additions Form Fill-in
JIF Income Calculator 2019
JIF Performance Report - 2014
JIF Performance Report - 2015
JIF Performance Report - 2016
JIF Withdrawal Form
JIF Withdrawal Form - Excel
Socially Responsible Investment Policy
Lay Pensions
2020 Lay Pension Memo
Lay Pension Form 1 - No Lay Employees_Distributed (PDF)
Lay Pension Form 1 - No Lay Employees_Distributed (Word Document)
Lay Pension Form 2 - No Pension Eligible Lay Employees_Distributed (Excel)
Lay Pension Form 2 - No Pension Eligible Lay Employees_Distributed (PDF)
Lay Pension Form 3 - Lay Employees Participating in Pension Plan_Distributed.pdf
Lay Pension Form 3 - Lay Employees Participating in Pension Plan_Distributed.xls
Loans and Grants
Capital Assistance Application
Capital Assistance Application - plain Word
Capital Assistance Application - without lines and boxes
Capital Assistance Application (minimum formatting)
Revised 2016 Loans and Grants Guidelines
Other Resources
2017 Assessments Compliance Report as of 082917
2018 Stock Transfer Instruction
Business Requirements Time Line
Manual of Business Methods 1-28-2015
Parish Reports Compliance - 2017
Revised Records Retention Guide
Self-Employment Tax Reimbursement Worksheet
Whom to Call in the Finance Office