Parish Annual Financial Report Form 2025

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Parish Annual Financial Report

For the year ended June 30, 2025
Parish or Mission*
Parish E-mail
Submission Count

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
Type a question
7. Do you have a Needy Parish Loan payable balance as of 6/30/2025?
7(a). Does the balance agree with the Diocese?
The parish Needy Parish Loan balance should match the Diocese's on last monthly statement of the fiscal year.
7(b). 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

PARISH ANNUAL FINANCIAL REPORT - UPCSA GOAL CALCULATION DATA

Please complete and verify the information below using 2023-2024 and 2024-2025 statements of revenue & expense.
Corporate Name
Total Assessable Receipts FYE 2024
Total Assessable Receipts FYE 2025
Percentage Difference between FYE '24 & FYE '25
Your total assessable receipts varied by more than 5% between FYE 2025 and FYE 2024. Please explain what factors contributed to this change:
Loose Collection FYE 2024
Loose Collection FYE 2025
Percentage Difference between FYE '24 & FYE '25
Your loose collection total varied by more than 5% between FYE 2025 and FYE 2024. Please explain what factors contributed to this change:
School Subsidy FYE 2024
School Subsidy FYE 2025
Percentage Difference between FYE '24 & FYE '25
Your total school subsidy varied by more than 5% between FYE 2025 and FYE 2024. Please explain what factors contributed to this change:
Total Contributing Envelope Holders FYE 2024
Total Contributing Envelope Holders FYE 2025
Percentage Difference between FYE '24 & FYE '25
Your total total contributing envelope holders varied by more than 5% between FYE 2025 and FYE 2024. Please explain what factors contributed to this change:
Please leave a comment if you have any additional information to share on this report.

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.
Pastor/ Pastoral Coordinator

Clear
Use the mouse to sign the form.
Pastor/ Pastoral Coordinator

PrefixFirst NameLast Name
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.
Finance Council President

Clear
Use the mouse to sign the form.
Finance Council President

PrefixFirst NameLast Name
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 2025-2026 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, 2025. 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