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.

You may reach our Finance Office by contacting Canon Kevin Huddleston, Canon for Finance, at , or Deacon Marge Kiss, Accounting Operations Assistant, at or 414-272-3028 ext. 157. 

Financial Relief for Parishes during COVID-19

Information for financial relief for parishes during the COVID-19 pandemic can be found here.

Important Info from the Episcopal Church Center regarding Parochial Reports


New Important Information: Filing of the 2019 Parochial Report
 
The filing of the 2019 Parochial Report opens January 2, 2020. To begin preparing for the upcoming filing year, downloadable forms and instructions are available on the Episcopal Church website at: 

https://www.episcopalchurch.org/research/forms-and-instructions
 
We have moved our online filing site to a new URL. Please save the following link:

https://reports.dfms.org
 
Due to site security and convenience, we are no longer providing and/or using a Unique Episcopal Identifier (UEID) and PIN as login credentials. That means beginning January 2, you will be asked to create a new login. In order to create a new login, you will need your UEID and PIN to begin the process. If you cannot remember your PIN, click “Forgot Password” and follow the prompts for instructions.
 
Note your new login will need to be an active email address and your password will be case sensitive. If you do not know your UEID, you may contact your diocesan office or look it up here: https://sites.google.com/view/episcopal-eparish-lookup/
 
If you are not able to file online, contact your diocesan office for help.
 
Please note that the canonical deadline to submit your reports to your diocese is March 1, 2020. The final canonical deadline to the Office of the General Convention is May 1, 2020. 
 
Reminder: Late reports are accepted but will not be reflected online. Please make sure your report is completed by the canonical deadlines. Thank you!

Policies and Resources

Manual of Business Methods (December 2019)
Diocesan Loan Policy
Records Retention Policy
Clergy Discretionary Fund Guidelines
Sample Housing Resolution
Health Savings Account Funding 2020

Statements and Assessments

Diocesan Budget & Assessments 2020
Diocesan Budget & Assessments 2019
Diocesan Budget & Assessments 2018
Diocesan Budget & Assessments 2015
Diocesan Budget & Assessments 2014
Annual Audit Statement for 2013 

Trustees of funds and endowments

Trustees of Funds and Endowments, Inc. (TFE) is a separate affiliated organization of the Episcopal Diocese of Milwaukee. It exists to promote the financial growth and stability of parishes and other organizations within the diocese. Its vision is as follows:

"Our vision is to create the financial basis for Episcopal parishes and individuals to live their Baptism and allow future generations to flourish with thriving, sustainable parishes. We partner with local parishes, ministries, and individuals in realizing their vision for ministry, now and in the future."

To subscribe to the TFE newsletter, please click here. For more information or to contact TFE, please call  (262) 902-5901 or email .

The Good Steward

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