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2015 ALLOCATION PROCESS

METROPOLIS OF ATLANTA

November 9, 2013

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2015 Allocation

New, simpler allocation form -- See Handout

Revised Excluded ExpendituresSecond Priest Expense DeductionSchedule

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Revised Excluded Expenditures

Property/Casualty insurance will not be excluded – only catastrophic insurance

Capital expenditures of less than $2.5K will be excluded to the extent they are improvements and not repairs, for example

Adding a new computer --Yes Repairing broken pews -- No

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Second Priest Expense Reduction

Subject is still being analyzed by the Archdiocese finance committee – no easy solution

If it were to be handled within the current allocation process and methodology, the impact on parishes’ allocation would be

Small parishes – a few hundred additional dollars Medium size parishes – a few thousand additional dollars Large parishes with one priest – significant increase Large parishes with two priests – significant reduction

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2015 Allocation Process Schedule

Function When

2015 Allocation Forms available on line(www.atlanta.goarch.org/Ecclesiastical Forms/Finances & Expenditures)

November 30, 2013

2015 Allocation Forms mailed to parishes December 15, 2013

2015 Allocation Forms and supporting documentation due to Metropolis(Chancellor’s Office)• 2015 Allocation Form• 2013 Balance Sheet• 2013 Income Statement (Revenues/ Expenses)• List of donations• List of capital expenditures

April 1, 2014

Allocation letters mailed to parishes September 2014

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Thank You