Finance Policies and Procedures

Consultative Leadership Policies

• Appendix A –   Adjusting Journal Entries 
• Appendix B –   Chart of Accounts    (Updated 10-23-2024)
  
• Appendix C –  Check Requests Forms (Updated 12-23-2025)
• Appendix D –  Checklist for Accounting Duties and Functions
• Appendix E –  Clergy Withholding Election Form
• Appendix F –  Collections Count Form
• Appendix G1 –Contribution Receipt – In-Kind (Updated 12-13-2018)
• Appendix G2 –Contribution Receipt – Over $250 (Sample)
• Appendix H –  Credit Check Permission Form
• Appendix H1 –Credit Card Cardholder Agreement
• Appendix I –   Expense Reimbursement Request  (Updated 10-18-2019)
• Appendix J –   Finance Council Agenda
• Appendix K –  Fixed Asset Description Sheet & Forms
• Appendix K1 – Holy Days (Updated 9-30-2022) 
• Appendix L –  IRS Group Tax Exemption Letter (Updated 10-20-2025)
• Appendix M – Ministry Mileage Log
• Appendix N – Morgan Stanley Stock Donation Form (Updated 1-17-2020)
• Appendix O – Non-Profit Financial Reporting
• Appendix P – Parish Financial Calendar
• Appendix P1 – Instructions for Completing I-9 Form
• Appendix Q – Permission for Child/Ward Delivery of Scrip & Waiver Claim
• Appendix Q1 – Purchase Request Authorization Form    (Draft 10-18-2019)
• Appendix R – Records Retention (Updated 9-19-2025)
• Appendix R1 – School Board Resolution for Employee Qualified Tuition Reduction Plan Template (Draft 1-16-2019)
• Appendix S – Tamper Evident Bag Log & Procedures
• Appendix T – USCC IRS Group Ruling
• Appendix U – Weekend Mass Counts
• Appendix V1 – Background Check Form (English)
• Appendix V2 – Background Check Form (Spanish)
• Appendix W – Conflict of Interest Policy Statement Form
• Appendix X1 –  Employee – New Checklist
• Appendix X2 –    Employee – Exit Checklist
• Appendix Y1 –   Employee Work Related Injury or Illness Report Form
• Appendix Y2 –   Employee Work Related Injury or Illness What to do 
• Appendix CM1 – Catholic Mutual Accident/Incident Form
• Appendix CM2 – Catholic Mutual Coverage Program Summary
• Appendix CM3 – Catholic Mutual Facility Usage Agreement Form (English)
• Appendix CM4 – Catholic Mutual Facility Usage Agreement Form (Spanish)
• Appendix CM5 – Catholic Mutual School, Religious Ed & Volunteer Accident Forms (Updated 12-18-2023)
• Appendix CM6 – Catholic  Mutual Special Events Coverage Form (English) (Updated 7-13-2026)
• Appendix CM7 – Catholic Mutual Special Events Coverage Form  (Spanish) (Updated 7-29-2025)
• Appendix CM8 – Catholic Mutual Volunteer Application Agreement  (English) 
• Appendix CM9 – Catholic Mutual Volunteer Application Agreement  (Spanish)