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 Caroline Senn, chief financial officer, at or 414-272-3028.  

Clergy Tax Preparation

Click here to access the 2023 Clergy Tax Return Preparation Guide from the Church Pension Group.

Mileage reimbursement

Beginning in January 2023, the standard mileage rate is $0.655 per mile.


Policies and Resources

Manual of Business Methods (December 2019)
Records Retention Policy
Clergy Discretionary Fund Guidelines
Sample Housing Resolution

HSA Funding for 2023
A Health Savings Account will be established by each employing entity for those employees choosing the
HDHP for calendar year 2023, to be funded, by the employing entity at 100% of the HDHP in‐network
deductible appropriate to the insured, minus the maximum in‐network deductible of the lowest non‐
HDHP, non‐HMO plan offered, as appropriate to the insured. This amount shall not exceed the legal
maximum amount as appropriate to the insured. Such funding shall be available on January 1, 2023.

The calculation for 2023 is as follows:

HDHP Deductible Single = $3650
HDHP Deductible Family = $7750

The employing entity must fund a minimum of $3650 for Single Coverage and a minimum of $7750 for Family Coverage.

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 262-370-7821 or email .