Parish Finances
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2023-2024 Confidential Financial Statement (CFS) Template

Download the Confidential Financial Statement form.

Resource Type
  • Document

2024-2025 Budget Submission Form

To assist the review of the parish or school budget, use this Budget Submission Form.

Resource Type
  • Form

Administrative Insights Newsletter & Information

Enter this page for past issues of the Funny You Should Ask... newsletter.

Resource Type
  • Newsletter

COVID-19 Relief Accounting Manual

Quick Guide for Recording and Reporting for Parishes in the Archdiocese of Milwaukee.

Resource Type
  • Policies/Procedures

Credit Report

This page contains the link to Credit Report Checks required of priests, parish directors, parish trustees and paid parish staff that handle parish accounting, finances and money.

Resource Type
  • Policies/Procedures

Cyber Theft Overview

This is a one page overview of how cyber theft occurs.

Resource Type
  • Policies/Procedures

Parish Financial Management Manual

The Parish Financial Management Manual gives a detailed description of all recommended procedures that parishes should follow.

Resource Type
  • Policies/Procedures

Rectory Lease Agreement for non-priests

Template lease agreement for parishes with non-priest tenants.

Resource Type
  • Document

Scrip Policy

March 2010 revision to scrip policy for parishes and schools

Resource Type
  • Policies/Procedures

Shared Services Agreement Template

Template to be used between parishes who share staff or other resources between them. Especially useful for parishes in a Multi-Parish Management (MPM) Territory.

Resource Type
  • Document

Template: School Expense per Pupil

Template: School Expense per Pupil

Resource Type
  • Form

World Mission Ministries: International Sister Parish Relationships

The World Mission Ministries provides guidance to parishes who enter into a twinning partnership with a parish outside of the United States. Please review this document to ensure your parish is following covenant agreement guidelines.

Resource Type
  • Document
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Rob Kratoska, CPA, CMA
Director of Parish & School Financial Consulting
414-769-3377
kratoskar@archmil.org
 

Michael Waddell
Parish Finance Consultant
414-769-3335
waddellm@archmil.org

Dawn Thiele
Parish Finance Consultant
414-769-3336
thieled@archil.org

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The Archdiocese of Milwaukee

3501 South Lake Drive
St. Francis, WI 53235

Phone:  (414) 769-3300
Toll-Free: (800) 769-9373
Fax:  (414)  769-3408