Parish Support

Our dynamic staff is here to serve your needs, providing you with solutions, resources, and the technical expertise to succeed.

Amanda Schroeder manages the consulting services provided to member parishes, with an emphasis on financial controls and recordkeeping, and investment management. Additionally, Amanda and the PAS Team assists bookkeepers with payroll, QuickBooks training, implementation of the Parish Chart of Accounts, bookkeeping best practices, and any other general inquiries they may have. 

The Parish Administrative Services team serves the parishes as a resource to train and support parish staff with the financial management of the temporal goods of the parish, assists with the implementation of best practices and internal controls and provides QuickBooks support.  

The Parish Administrative Manual (PAM) is designed to be your one stop shop for all of your parish related needs, enabling you to work independently and efficiently, while remaining in compliance with federal, state, and diocesan policies. To help users successfully navigate it, the PAM is broken down into user based sections, so you know immediately what information is relevant to you. Below are also form fillable .pdf's and a mapping from the Parish Manual of Financial Policies and Procedures (PMFPP) to the new and comprehensive PAM for your convenience.

Remember that we are here to serve, so if there is any question you have that is not answered or made clear in the PAM, let us know and we will work not only to respond to your question, but to provide the next policy and in so doing lay the groundwork to help other parishes on their road to success.

• Parish Administrative Manual (PAM)
• PMFPP to PAM Mapping
• Instruction from the Bishop of Madison Regarding Endowment and Perpetual Care Fund Agreements - Section E of PAM
• Parish Collection and Counting Procedures
• Parish Endowment Fund Agreement - New Fund
• Parish Endowment Fund Agreement - Old Fund
• Parish Cemetery Perpetual Care Fund Agreement
• Parish Chart of Accounts (Pre-merger) 
• Parish Internal Control Questionnaire
• Employer's First Report of Injury or Disease
• Sample - Auxiliary Organization Activity Form
• Sample - Bank Statement Review
• Sample - Check Request Form
• Sample - Form for Permission for Child/Ward Delivery of Scrip
• Sample - Request for Transfer of Funds
• Sample - Restricted Fund Tracking

• 2023 Diocesan Fiscal Year-End Financial Reporting Instructions
• 2023 Parish Bank & Investment Account Tracker
• 2023 Parish Bank & Investment Account Tracker - 5 Pages
• 2019 Calendar Year-End Federal Tax Reporting Instructions
• Form PC-220 [Single-Parcel] Tax Exemption Report
• Form PC-220A [Multi-Parcel] Tax Exemption Report
• Volunteer Workers Hold Harmless Agreement

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