Parish Financial Analysis Form

Parish Financial Analysis

Parish Information

The auto filled information above from the Annual Parish/IEC Survey is correct.

Please correct any errors above and continue completing the form.

Primary Contact Information

Primary Contact Name
Primary Contact Name
First Name
Last Name
Role in Parish

Parochial Reports

The data for analysis will be taken from the past 10 years of the parish’s Parochial Reports. In order to create a complete and accurate analysis, please verify that the following information has been entered into the Parochial Report portal.

The parochial report portal for 2024 has been closed. Any parochial report that was not submitted online should be included in the “Other Supplemental Documents” section below.

2024 Parochial Report Completed
2025 Parochial Report Completed

Operating Financial Statements

Please upload the annual operating income and expenses for the past three full years. These are usually found in either a Profit and Loss Statement or a Budget vs. Actuals Report. Please be sure your document includes the following:

  • All operating revenues and expenses from Jan 1 to Dec 31 for the year indicated in Excel format, clearly labeled.
  • Clergy compensation (salary, benefits, SSA, housing, pension, professional expenses, continuing education etc.) must be broken out from other staff salaries and benefits and clearly labeled. If the report does not include this, please create a clergy compensation report for the year indicated and submit it under “Other Supplemental Documents”.
  • No duplicate income or expenses should be shown in the reports.
  • If non-operating finances are included, please be sure they are clearly marked (e.g. “Capital” expenses).

Maximum file size: 268.44MB

Clergy Considerations

ECCT bases its clergy considerations on the ability to afford a priest with a family at 10 years of ordination (with and without parish-provided housing). A detailed grid of our model can be found at the link below:

2026 Clergy Compensation Calculations

Taking these considerations into account, please indicate the clergy position your parish plans to offer.

Budget and Projections

Please upload an Excel file of your parish’s balanced 2026 budget (draft or final). The parish budget should include the itemized compensation for a priest at the position indicated above and demonstrate the ability to provide such compensation in addition to all other parish expenses.

Please also upload an Excel file showing at least three years of projected income and expenses itemizing clergy compensation. Projections should include at least a 2% Cost of Living Adjustment (COLA) and 3% inflation each year.

Maximum file size: 268.44MB

Maximum file size: 268.44MB

Other Supplemental Documents

Maximum file size: 268.44MB