1. Catholic Diocese of Auckland Administration Seminar - 2010 St Columba Centre May 25 2010

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

3. 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

4. Parish Annual Returns - 2009 Annual Return due 30 June 2010. Group return to Charities Commission. Regional Forums Auckland Jun 30 – Jul 1. Common issues – annual returns. Tax rebate – charities registration number.

5. 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.

6. Property update

7. ICT – Parish websites

8. Session Break

9. Parish accounting software Parish survey late 2009.  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.

10. 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

11. 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.

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

13. Some questions raised from parishes……