Finance and Administration

Diocesan Finance Office

The Finance Office of the diocese serves both clergy and congregations through assistance with forms and procedures required by the Episcopal Church offices of Finance, Transition Ministry, and General Convention, as well as the Church Pension Group. For diocesan affairs, the Finance Office monitors revenue and expenditures, monitors filing of parochial reports, and is responsible for processing the financial transactions of the diocese, including cash receipts and disbursements, diocesan payroll processing, and accounts payable and receivable. It is responsible for reporting financial data to management and to diocesan committees. It works with the diocese’s independent auditors to provide annual audited financial reports and to maintain appropriate controls to safeguard diocesan assets. It helps develop the annual diocesan budget and parish assessments.

Marlene Udovich, Finance Officer, recommends the following podcast:

8 Signs of a Financially Dying Church

You may reach our Finance Office by contacting Marlene Udovich at or 414-272-3028 ext. 157. 

Policies and Resources

Diocesan Loan Policy
IRS Mileage Rate 2017
IRS Mileage Rate 2016
Records Retention Policy
Clergy Discretionary Fund Guidelines
Housing Resolution for 2017
2016 Parochial Report General Instructions
2016 Parochial Report Form
2016 Parochial Report Workbook for Page 2
2016 Parochial Report Workbook for Page 3
Statements and Assessments

Diocesan Budget & Assessments 2015
Diocesan Budget & Assessments 2014
Annual Audit Statement for 2013

 

 

 

 

 

 

 

 

Check out the Church Insurance Agency's e-newsletter, The Good Steward, for information and updates on property insurance and risk management. To add yourself to the e-mailing list of The Good Steward, click HERE.

 

Finance Administration Resources

The Good Steward Church Insurance Agency newsletter on Church risk management and property insurance issues.

Click HERE to sign up to add yourself to the e-mailing list for The Good Steward.

Trustees of Funds and Endowments