The Annual Parish Financial Report (APFR) provides the Archdiocese and the Archbishop with an overview of the financial condition of each parish and satisfies the Canon Law requirement for annual reporting to the Archbishop. The APFR contains the financial results from general parish operations, ministry programming, capital campaign activities, and special collections. Additionally, the financial information provided on this report is used to calculate the parish assessment amount, owed to the Archdiocese.
Timeline:
- Monday, October 28, 2024 (Due within 120 days of fiscal year end)
Reference & Templates:
Training:
- ParishSOFT Parishes: APFR Training (Video, Slides)
- Non-ParishSOFT Parishes: APFR Training (Video, Slides)
Related ASPM Policy:
Supplemental Information:
Secure Upload
Click here to upload your APFR Package
Include your Corp ID number in the name for each document uploaded. The APFR Submission requires the following documentation:
- 2024 APFR Calculation Worksheet in .xlsx format
- 2024 APFR Reconciliation Workbook in .xlsx format
- 2024 Supporting Statements in .pdf format
a. Statement of Financial Position as of June 30, 2024
b. Statement of Activities as of June 30, 2024
c. General Ledger of 2180 Pass Through and 2240 Clearing Accounts for FY2024. - 2024 APFR Signature Page in .pdf format
- Copies of:
a. Lease/Rental Agreements – page(s) containing financial terms only, highlighted, if using 4215 Reimbursement of Contracted Rental Expenses.
b. June 30, 2024 Endowment Statements – From CCF or other Financial Institution where Endowments are held
c. Other supporting documentation per APFR Handbook
DON’T FORGET…
- To submit your Annual Representation Letter by Monday, October 28, 2024 to AnnualRepL@archspm.org
- To be considered for the PACE/PRISM Credit, you parish must meet the Archdiocesan reporting time frame for APFR.
