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.
Workers' Compensation
Authorization to Release Medical Information
Posted on: December 11, 2018 | File size: 70KB DownloadFirst Report of an Injury, Occupational Disease or Death
Posted on: December 11, 2018 | File size: 57KB DownloadFinance Reporting
Diocesan Financial Reporting Toolkit (Fiscal Year 2021)
Posted on: July 10, 2021 | File size: 245KBFiscal Year End Reporting Toolkit for FY2021
More Info DownloadDiocesan Financial Reporting Toolkit (Fiscal Year 2022)
Posted on: June 30, 2022 | File size: 400KBFiscal Year End Reporting Toolkit for FY2022
More Info DownloadDiocesan Financial Reporting Toolkit (Fiscal Year 2023)
Posted on: June 30, 2023 | File size: 760KBFiscal Year End Reporting EXCEL toolkit for FY 2023.
More Info DownloadOhio Unclaimed Funds Report
Posted on: August 4, 2020 | File size: 217KBThis 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 DownloadUnrelated Business Income - Fiscal Year 2023
Posted on: June 30, 2023 | File size: 157KBThis is the necessary information to determine if the parish needs to file a required tax return on Unrelated Business Income.
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Finance Newsletters
Finance Newsletters
Finance Newsletters
03 - March 2019
Posted on: March 29, 2019 | File size: 2.03MBImportant Benefits Information in this edition
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Finance Newsletters
03 - March 2021
Posted on: March 22, 2021 | File size: 1.41MBPlease 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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Finance Newsletters
Finance Reporting
01 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2022 to March 31, 2023)
Posted on: March 3, 2023 | File size: 63KBNOTE: 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 Download02 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2022 to December 31, 2022)
Posted on: December 3, 2022 | File size: 63KBNOTE: 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 Download03 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2022 to September 30, 2022
Posted on: September 30, 2022 | File size: 63KBNOTE: 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 Download04 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2021 to March 31, 2022)
Posted on: March 29, 2022 | File size: 62KBNOTE: 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 Download05 - Diocesan Interim Finance Reporting Toolkit (Reporting Period July 1, 2021 to December 31, 2021)
Posted on: January 3, 2022 | File size: 62KBUPDATED: 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 DownloadDiocese of Cleveland - Master Insurance Program Website
Posted on: February 15, 2023For forms and other information regarding Property/Casualty.
More Info Open LinkCertificate of Employer's Right to Pay Compensation Directly
Posted on: December 11, 2018 | File size: 51KB DownloadSubscribe! Sign up to receive news & updates.
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