Internal Audit
Internal Audit assesses internal controls for parishes and diocesan departments and provides support for parish bookkeepers and business managers to ensure compliance with diocesan policies and procedures, as well as local, state, and federal laws.
DOB 23-24 Fiscal Year End Reports Due:
Year End Financial Reports, Attestation Letters, and Self Assessment Questionnaires
Parish and School Budget Preparation Tools
- Parish Financial Report FY23-24 (xlsx)
- Parish w/multi-Cemetery Financial Report FY23-24 (xlsx)
- Elementary School Financial Report FY23-24 (xlsx)
- Regional School Financial Report FY23-24 (xlsx)
- Printable Instructions for Mass Reconciliations (pdf)
- Parish & School Self-Assessment (pdf)
- Parish & School Attestation Letter (pdf)
- Regional School Self-Assessment (pdf)
- Regional School Attestation Letter (pdf)
An Afternoon with Audit
Thank you to all who have participated in our Afternoon with Audit Sessions. More information will be provided here when the next session is scheduled.
Afternoon with Audit Resources
Newsletters (PDF) and Templates
- Cash Disbursements
- Payroll & Tax Matters
- Updated Ministerial Fees
- Form 1099-NEC Comprehensive Guide **NEW**
- Recording Reimbursement for 403b EE Not-Vested
- Computer Safeguards
- Auxiliary Organizations
- General Cash Receipts
- Parish Drives, Approved Capital Campaigns, Bequests, Memorials & Donations **NEW**
- Pass-Through Donations **NEW**
- Qualified Charitable Contributions
- Capital Expense Approval Process
- Trustee Meeting Minutes Template
- NYS Unclaimed Funds
PDS Ledger Fix Data Discrepancies – Income Source and Vendor Totals Fix **NEW**
- FDIC, NCUA, SIPC Limits **NEW**
- General Bank Confirmation for Parish Utilization (non-audit) **NEW**
Need assistance? Due to the nature of the work our auditors perform, we are not always available in the office. To schedule a time to virtually meet with one of our auditors, please use the Scheduling Assist. Be sure to put the reason for the virtual help session in the notes section.
Staff
Beth Pericozzi, Internal Auditor | (716) 847-5584 | |
Erica Brenner, Internal Auditor | (716) 847-5578 | |
Timothy D. Redinger, Internal Auditor | (716) 847-8745 | |
Shijia Zhang, Internal Auditor | (716) 847-5586 | |
Tracy Groth, Internal Audit Assistant | (716) 847-5572 |