Diocesan Pastoral Council May 2012 1 Generate cash and Increase - - PowerPoint PPT Presentation

Diocesan Pastoral Council

May 2012

1

• Generate cash and Increase revenue

– Planned Giving - introduction to parishes-

• see Director of Stewardship- Kit Parker

– Increased Offering program has been successful

• Establishment of a new diocesan foundation
• Reallocation of cash for evangelization growth

– Address survey results and make changes

• Cost Reduction

– Selling excess property – Continued investment in technology – Implementation of the downtown facilities strategy – Implementation of the new accounting software system – Implementation new parish reporting system

2

• Evaluate parish assessments

– School assessment is decreasing – Clerical assessment reduced from 4% to 2% for next year – Funding for central administration expenses- 1% new

• Net reduction of 1%
• Reinvest in parishes

– McDevitt Grants – Business reviews – Consolidated purchasing- leverage Diocesan buying power

3

2010 2011 Total Revenue $ 49.6 Million $ 51.9 Million Operational Expenses $ 44.5 $ 46.6 Operational Surplus $ 5.1 $ 5.3 Parish School investment $ 1.5 $ 1.3 Diocesan School assess. $ 6.7 $ 6.6 Clerical Assessment $ 2.0 $ 2.0 Deficit ( $ 5.1) ( $ 4.6)

4

• Mission driven Ministries

– Continue to develop metrics to measure all ministries to ensure they are effectively meeting the goals and objectives of the Diocese

• Begin to re-invest in the Diocese

– Downtown Properties – Catholic TV equipment – Catholic Sun Technology – Christ the King Retreat

• Allow Parishes to re-invest in themselves

– Reduce assessments – McDevitt Grants – Help reduce Operational costs- global purchasing/vendor consolidation

5

• Develop Support Programs for the Parishes

– Centralized Payroll Processing – Facilities Management

• Gas and Electric buying consolidation

– Vendor consolidation and purchasing leverage

• Office supplies

– IT Support Services/training – Business Operational audits

• Improve Productivity & increase efficiencies

– New Phone system – New Diocesan Accounting system – New Parish Reporting system – Training on technology

6

• Strengthen the organizational structure and controls

– Continue to move from silo driven structure to team based across the departments through communication meetings and integrated action programs – Continue the discussion on management accountability

• Use the Performance Appraisal’s to develop program’s to set objectives and

improve organizational and personnel performance in the diocese

– Continue to monitor the new Fraud policy

7

• Continued team effort between the Chancery and the parish

– Solving problems together

• Strong Internal Controls over cash
• Catholic Sun – 50% of parishioners

– Paid by the parish or individual

• Christ The King Retreat

– Use at least 2 times year

• Every parish should have a facilities plan

– Set money aside to address the needs

8

• Review and understand the financial statements
• Review investments and watch the fees- they can kill you
• Look at what you are buying and where there is an
• pportunity to do consolidated purchasing

– Use the Diocesan purchasing programs to reduce cost – Provide recommendations for leverage buying opportunities

9

Questions

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