1. ST. RAYMOND CATHOLIC CHURCH BUDGET ANALYSIS Regina Gieler, December 9 th, 2010

2.  located in Dublin, California  in operation since 1977  serves approximately 2800 families/9500 individuals  belongs to the Roman Catholic Diocese of Oakland  operates independently and accounts for its own finances  a 501(c)(3) non profit organization

3. Mission Statement To Know Christ Better and Make Him Better Known Spirituality Worship Liturgy Social Ministry Serve Evangelization Leadership Grow Education/Formation Connect Hospitality, Small Communities Divers Cultures/Gifts Stewardship

4. Organization Chart

5. Budget Process  line-item budget  annual basis from January 1 st to December 31 st  in October, program officers declare their budget proposals  preliminary budget is prepared according to the Parish Budget Guidelines issued by the Diocese  in November, preliminary budget is presented to the Pastor and the Financial Council for review  approved budget is sent to the Diocese

6. Where does the money come from?

7. Where does the money go?

8. OVERVIEW 2008 - 2010

9. GFOA Rating  The Budget as a Policy Document – Not proficient  The Budget as a Financial Plan – Not Proficient  The Budget as an Operations Device – Not Proficient  The Budget as Communications Device – Not Proficient  OVERALL RATING – Not Proficient

10. Recommendations and Conclusion  stay with line-item budgeting  but add supplemental program and performance information  create a formal budget document to enhance transparency and quality control  overall, St. Raymond has good control of its finances  by improving format and content of the budget, they could set an example of professionalism for other parishes RecommendationsConclusion

11. QUESTIONS ? A big thank you to Mrs. Patchin for all her support and blessings.