Resources

The Finance Office supports parishes and other affiliated organizations with many financial processes.  Please use the search tool below for assistance in finding reporting documents, guidelines, workers' compensation materials and claim procedures. 

Mandatory Postings By Law

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Certificate of Employer's Right to Pay Compensation Directly

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Section 4123.84 of the Ohio Revised Code

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Workers' Compensation Certificate

Claim Forms

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Authorization to Release Medical Information

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First Report of an Injury, Occupational Disease or Death

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Offer of Return to Work Light Duty

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Wage Statement Form

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Workers' Compensation Incident Report

Interim Finance Reporting

0 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2024 to December 31, 2024)

NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio. This section must net to zero. We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance

0 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2024 to March 31, 2025)

NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio. This section must net to zero. We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance

00- Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2024 to September 30, 2024)

NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio. This section must net to zero. We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance.

01 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2023 to March 31, 2024)

NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio. This section must net to zero. We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance.

02 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2023 to December 31, 2023)

NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio. We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance.

03 -Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2023 to September 30, 2023)

NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio. We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance.

04 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2022 to March 31, 2023)

NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio.

We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance.

05 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2022 to December 31, 2022)

NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio.

We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance.

06 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2022 to September 30, 2022

NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio. We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance.

07 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2021 to March 31, 2022)

NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio. We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance.

08 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2021 to December 31, 2021)

UPDATED: The note for Heart of the Shepherd expense has been corrected to line 2015
NOTE: There is a new section at the bottom of the report for schools receiving AUXILLARY funding directly from the State of Ohio.
We strongly suggest submission through the parish/school Diocesan Business Manager or Pastor's Diocesan email address for security purposes (@dioceseofcleveland.org). If BMR email is not activated, contact ITSupport@dioceseofcleveland.org for assistance.

End of Year Finance Reporting

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2024 Year End Memo

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2025 Year End Memo

Diocesan Financial Reporting Toolkit (Fiscal Year 2023)

Fiscal Year End Reporting EXCEL toolkit for FY 2023.

Diocesan Financial reporting Toolkit (Fiscal Year 2024)

Fiscal Year End Reporting EXCEL toolkit for FY 2024.

Diocesan Financial Reporting Toolkit (Fiscal Year 2025)

Please send to parishaccounting@dioceseofcleveland.org when completed.
Please send from an @dioceseofcleveland.org email address

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Sample letter to Diocese - see appendix #4 of Finance Council Statues

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Unrelated Business Income - Fiscal Year 2025

This is the necessary information to determine if the parish needs to file a required tax return on Unrelated Business Income.

Finance Newsletters 2025

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03 - March Newsletter 2025

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06- June Newsletter 2025

Finance Newsletters 2024

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03- March Newsletter 2024

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06- June Newsletter 2024

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09- September Newsletter 2024

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12 - December Newsletter 2024

Finance Newsletters 2023

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03- March 2023

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06 - June 2023

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09 - September 2023

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12 - December 2023

Finance Newsletters 2022

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03 - March 2022

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06 - June 2022

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09 - September 2022

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12 - December 2022

Finance Newsletters 2021

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03 - March 2021

Please note the IT-4 for the State of Ohio URL was incorrect in the emailed version. This newsletter contains the corrected web address: https://tax.ohio.gov/static/forms/employer_withholding/generic/wth-it4-combined.pdf

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06 - June 2021

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09 - September 2021

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12 - December 2021

Finance Newsletters 2020

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03 - March 2020

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06 - June 2020

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09 - September 2020

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12 - December 2020

Finance Newsletters 2019

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03 - March 2019

Important Benefits Information in this edition

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06 - June 2019

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09 - September 2019

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12 - December 2019

Finance Newsletters 2018

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03 - March 2018

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06 - June 2018

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09 - September 2018

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12 - December 2018

Finance Newsletters 2017

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01 - January 2017

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03 - March 2017

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06 - June 2017

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09 - September 2017

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12 - December 2017

Finance Newsletters 2016

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10 - October 2016