Finance Council

Cindy Grim (Chairperson)

Jake Cunnane (Secretary)

Erin Milroth

David Marcelli

Carl Griffin

Steve Faivre

1. To assure that the annual budget is properly prepared for review by the Parish Council (this included the parish school).
2. To review as needed the implementation of the diocesan bookkeeping and accounting system for all parish finances.
3. To ensure that the submission of the Semi-annual and Annual Financial Report is prepared and submitted to the Diocese.
4. To prepare and publish an Annual Financial Statement and Report for the Parish Council and the members of the parish community.
5. To develop procedures for the deposit of church funds in interest-bearing checking and savings accounts.
6. To evaluate and to make recommendations regarding the needs and the effectiveness of the parish’s effort of church support through the Sunday offertory and other fund-raising activities.
7. To develop a plan for the financing of necessary repairs, renovations, purchase of equipment and future building.
8. To develop a plan for systematic payment of any parish debt.
9. To coordinate all fund-raising programs.
10. To provide the Parish Council with periodic reports (at least four times a year) on the financial status of the parish.
11. To meet all requirements of federal and state tax laws, all requirements of the Diocesan Lay Retirement Program and maintain an accurate record of payment.
12. To submit to appropriate civil authorities tax-exempt forms as required by law and to maintain records of same for all Church-owned properties.
13. To safeguard the assets of the parish from loss or damage through appropriate monitoring following the recommendations of the diocesan insurance representative.
14. To implement all diocesan policies relative to financial matters.

Learn more about Financial Governance Policies in the Diocese of Charlotte.

Parish financial statements are included in the parish bulletin twice a year. 

Click to view the Report to Parishioners for the period ending December 31, 2025.