Phone: 216-696-6525

Toll Free: 1-800-869-6525

Address: 1404 East 9th Street, Cleveland, OH 44114

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Offices Finance Resources

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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. 

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Parish Finance Council Statutes

Posted on: February 1, 2024 | File size: 1.36MB Download

Workers' Compensation

Mandatory Postings By Law

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Certificate of Employer's Right to Pay Compensation Directly

Posted on: February 1, 2024 | File size: 54KB Download
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Section 4123.84 of the Ohio Revised Code

Posted on: February 8, 2024 | File size: 35KB Download
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Workers' Compensation Certificate

Posted on: December 11, 2018 | File size: 42KB Download

Workers' Compensation

Claim Forms

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Authorization to Release Medical Information

Posted on: December 11, 2018 | File size: 70KB Download
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First Report of an Injury, Occupational Disease or Death

Posted on: December 11, 2018 | File size: 57KB Download
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Offer of Return to Work Light Duty

Posted on: December 11, 2018 | File size: 34KB Download
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Wage Statement Form

Posted on: December 11, 2018 | File size: 78KB Download
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Workers' Compensation Incident Report

Posted on: December 11, 2018 | File size: 68KB Download

Property / Casualty

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Diocese of Cleveland - Master Insurance Program Website

Posted on: February 15, 2023

For forms and other information regarding Property/Casualty.

More Info Open Link

Finance Reporting

Interim Finance Reporting

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

Posted on: April 16, 2024 | File size: 62KB

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.

More Info Download
spreadsheet

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

Posted on: December 6, 2023 | File size: 63KB

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.

More Info Download
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02 -Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2023 to September 30, 2023)

Posted on: September 28, 2023 | File size: 63KB

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.

More Info Download
spreadsheet

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

Posted on: March 3, 2023 | File size: 63KB

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.

More Info Download
spreadsheet

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

Posted on: December 3, 2022 | File size: 63KB

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.

More Info Download
spreadsheet

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

Posted on: September 30, 2022 | File size: 63KB

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.

More Info Download
spreadsheet

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

Posted on: March 29, 2022 | File size: 62KB

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.

More Info Download
spreadsheet

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

Posted on: January 3, 2022 | File size: 62KB

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.

More Info Download

Finance Reporting

End of Year Finance Reporting

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2022 Sample Letter to the Diocese

Posted on: June 18, 2022 | File size: 15KB Download
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Diocesan Financial Reporting Toolkit (Fiscal Year 2021)

Posted on: July 10, 2021 | File size: 245KB

Fiscal Year End Reporting Toolkit for FY2021

More Info Download
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Diocesan Financial Reporting Toolkit (Fiscal Year 2022)

Posted on: June 30, 2022 | File size: 400KB

Fiscal Year End Reporting Toolkit for FY2022

More Info Download
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Diocesan Financial Reporting Toolkit (Fiscal Year 2023)

Posted on: June 30, 2023 | File size: 760KB

Fiscal Year End Reporting EXCEL toolkit for FY 2023.

More Info Download
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Fiscal Year 2023 Year-End Memo

Posted on: June 1, 2023 | File size: 356KB Download
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Ohio Unclaimed Funds Report

Posted on: August 4, 2020 | File size: 217KB

This report is due annually to the State of Ohio no later than November 1st for funds unclaimed as of the prior June 30. Keep a copy of the report and/or confirmation in your files.

More Info Download
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Unrelated Business Income - Fiscal Year 2023

Posted on: June 30, 2023 | File size: 157KB

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

More Info Download

Finance Newsletters

Finance Newsletters 2024

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03- March Newsletter 2024

Posted on: March 27, 2024 | File size: 720KB Download

Finance Newsletters

Finance Newsletters 2023

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03- March 2023

Posted on: March 3, 2023 | File size: 1.08MB Download
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06 - June 2023

Posted on: June 20, 2023 | File size: 1.60MB Download
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09 - September 2023

Posted on: September 28, 2023 | File size: 1.51MB Download
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12 - December 2023

Posted on: December 4, 2023 | File size: 1.20MB Download

Finance Newsletters

Finance Newsletters 2022

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03 - March 2022

Posted on: March 29, 2022 | File size: 1.28MB Download
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06 - June 2022

Posted on: June 9, 2022 | File size: 1.27MB Download
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09 - September 2022

Posted on: September 29, 2022 | File size: 1.26MB Download
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12 - December 2022

Posted on: March 3, 2023 | File size: 1.54MB Download

Finance Newsletters

Finance Newsletters 2021

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03 - March 2021

Posted on: March 22, 2021 | File size: 1.41MB

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

More Info Download
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06 - June 2021

Posted on: June 28, 2021 | File size: 1.03MB Download
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09 - September 2021

Posted on: September 4, 2021 | File size: 1.19MB Download
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12 - December 2021

Posted on: January 3, 2022 | File size: 1.43MB Download

Finance Newsletters

Finance Newsletters 2020

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03 - March 2020

Posted on: April 20, 2020 | File size: 1.69MB Download
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06 - June 2020

Posted on: June 16, 2020 | File size: 1.08MB Download
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09 - September 2020

Posted on: September 30, 2020 | File size: 1.08MB Download
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12 - December 2020

Posted on: December 6, 2020 | File size: 1.37MB Download

Finance Newsletters

Finance Newsletters 2019

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03 - March 2019

Posted on: March 29, 2019 | File size: 2.03MB

Important Benefits Information in this edition

More Info Download
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06 - June 2019

Posted on: June 28, 2019 | File size: 1.53MB Download
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09 - September 2019

Posted on: September 27, 2019 | File size: 1.33MB Download
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12 - December 2019

Posted on: December 3, 2019 | File size: 1.24MB Download

Finance Newsletters

Finance Newsletters 2018

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03 - March 2018

Posted on: February 20, 2019 | File size: 998KB Download
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06 - June 2018

Posted on: February 20, 2019 | File size: 565KB Download
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09 - September 2018

Posted on: February 20, 2019 | File size: 785KB Download
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12 - December 2018

Posted on: February 20, 2019 | File size: 608KB Download

Finance Newsletters

Finance Newsletters 2017

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01 - January 2017

Posted on: January 1, 2017 | File size: 509KB Download
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03 - March 2017

Posted on: March 1, 2017 | File size: 683KB Download
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06 - June 2017

Posted on: February 20, 2019 | File size: 723KB Download
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09 - September 2017

Posted on: February 20, 2019 | File size: 666KB Download
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12 - December 2017

Posted on: February 20, 2019 | File size: 825KB Download

Finance Newsletters

Finance Newsletters 2016

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10 - October 2016

Posted on: November 1, 2016 | File size: 414KB Download

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