2022 Annual Financial Report |
Instructions
The Annual Financial Report (AFR) covers the fiscal year July 1, 2021 to June 30, 2022. All year-end entries should be posted and account reconciliations completed before reviewing the financial statements listed below and the AFR with the Finance Council/School Board. Once the Finance Council/School Board has approved the financial statements and the AFR, the year-end closing process is complete.
The following information should be presented to the Pastor/Principal, Finance Council/School Board, and Trustees for their review and approval:
· Statement of Financial Position: June 30, 2021 and 2022 balances
· Statement of Dedicated Accounts: June 30, 2022
· Statement of Activities: Year to Date, June 30, 2021 and 2022; Annual Budget June 30, 2022
· The completed AFR
The financial statements listed above do NOT need to be sent to the Finance Department.
The AFR should be completed online by the Pastor/Principal and parish/school staff, with the assistance of the Finance Council/School Board, by September 30, 2022.
The following information should be presented to the Pastor/Principal, Finance Council/School Board, and Trustees for their review and approval:
· Statement of Financial Position: June 30, 2021 and 2022 balances
· Statement of Dedicated Accounts: June 30, 2022
· Statement of Activities: Year to Date, June 30, 2021 and 2022; Annual Budget June 30, 2022
· The completed AFR
The financial statements listed above do NOT need to be sent to the Finance Department.
The AFR should be completed online by the Pastor/Principal and parish/school staff, with the assistance of the Finance Council/School Board, by September 30, 2022.
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