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St. Raymond Catholic Church Budget Analysis

St. Raymond Catholic Church Budget Analysis. Regina Gieler, December 9 th , 2010. Basics. located in Dublin, California in operation since 1977 serves approximately 2800 families/9500 individuals belongs to the Roman Catholic Diocese of Oakland

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St. Raymond Catholic Church Budget Analysis

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  1. St. Raymond Catholic ChurchBudget Analysis Regina Gieler, December 9th, 2010

  2. Basics • 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 Social Ministry Serve Evangelization Leadership Grow Education/Formation Spirituality Worship Liturgy Connect Hospitality, Small Communities Divers Cultures/Gifts Stewardship

  4. Organization Chart

  5. Budget Process • line-item budget • annual basis from January 1st to December 31st • 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 Recommendations 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

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

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