Catholic Diocese of Auckland Administration Seminar St Columba Centre May

Headline Topics Diocesan Update. Parish Annual Returns. Property and ICT updates. Parish accounting software survey. Financial reporting to parishioners.

Diocesan Financial Results : Consolidated 2010 Budget 2009 Actual Operating Income: Chancery $4.3m $4.5m CDF $1.6m $1.6m Operating Expenses: Chancery $5.2m $4.9m CDF $1.1m $1.1m Operating Result $-0.4m $+0.1m

Parish Annual Returns Annual Return due 30 June Group return to Charities Commission. Regional Forums Auckland Jun 30 – Jul 1. Common issues – annual returns. Tax rebate – charities registration number.

New Parish Annual Returns Volunteers – “average” across all parishes  Volunteers per parish = 87 people  Time per week = 123 hours (6,400 hrs / year)  All Parishes = total 8,200 hrs per week Mass Count = 36,814 [2008: 36,864]. Total revenues $9.9m, 2 nd Collection $5.4m.

Property update

ICT – Parish websites

Session Break

Parish accounting software Parish survey late  70% packages + 30% Excel & manual.  8 different packages – 60% use MYOB.  Purchase cost typically $250 - $500.  Annual fees or support = minimal  Maximum spend amount = $200 - $1,000  Most highly recommended – MYOB.

Parish accounting software Standard accounting package?  YES 50% NO 30% UNSURE 20% Annual accounts direct from package?  YES 65% Diocese [existing] recommendation  Accounting package – MYOB  Annual accounts direct from package

Parish software - databases Integrated financial / database solutions? Database systems – PACS, CHUM, Access Initial purchase cost $1,400 - $2,000 Annual support fees $250 - $500. Diocese monitoring as solutions develop.

Financial reporting to parishioners Diocesan Norms [see 5.4] Good practice approach. Summary / simplified financials. Enhance reporting with narrative. Annual and interim reporting.

Some questions raised from parishes……