Office of Temporalities

• 2024 Audited Financial Statements
• 2023 Audited Financial Statements
• 2022 Audited Financial Statements
• 2021 Audited Financial Statements
• 2020 Audited Financial Statements
• 2019 Audited Financial Statements
• 2018 Audited Financial Statements
• 2017 Audited Financial Statements
• 2016 Audited Financial Statements

• PNQ Project Feedback Survey
• Parish Chart of Accounts
• Transition Guide, revision 7-28-2021– Word
• Parish Investment Reconciliations Worksheet 8-16-2022 – Google Sheet
• Schedule a PNQ mentor session with Claudia Weinberger. Click here to schedule.
• Review the Parish Finance Contacts Discussion Group conversations. Google Groups
• QuickBooks Online 12/17/2020 Presentation – PowerPoint
• ParishSOFT Accounting 12/17/2020 Presentation – PowerPoint
• ParishSOFT Accounting Webinar 12/17/2020 – Vimeo video
• QuickBooks Online Webinar 12/17/2020
• ParishSOFT Accounting Transition Guide Review 1/13/2021 – Passcode: $$Qwzg0W
• Pastors and PNQ, the accounting project Webinar 2/4/2021
• QuickBooks Online, QBO account usage YouTube video. Don’t import data! Find available accounts, account mapping, add unlisted accounts using Copy&Paste, using QBO Classes, no transactions in Header accounts.
• PNQ Accounting project update, 2-25-2021  Bishop William Patrick Callahan introduces a 15 minute YouTube video charting progress at 20 parishes successfully transitioned since January 1, 2021. Learn the biggest challenges your parish will face during transition, and why.
• QBO Accounts and Classes, March 19, 2021 – PowerPoint presentation
• QBO Accounts and Classes, March 19,2021 – YouTube video. Parishes using QuickBooks Online can learn how to setup and use the pre-loaded chart of accounts and classes. See how classes record transactions to properly report allocations needed for the Annual Report.
• Account Mapping YouTube video. Learn how to download a Trial Balance listing of accounts from your old accounting system, how to cross-reference the old account to the new accounts for use in budgeting and to setup your transition account balance transfer.
• Payroll Setup for ParishSOFT Accounting, May 7,2021  – YouTube video. Use this video to setup your Pay Groups, Pay Items, to customize your parish Deductions/Benefits and to find Account Distribution examples for each of your parish Salary and Wage accounts.
• Payroll Setup for QuickBooks Online, May 17,2021 – YouTube video. Use this video to setup your Employees, Compensation & Benefits, Pay periods, Taxes and Accounting preferences.  Includes demonstrations and examples for setting up QBO payroll.
• QBO Transition Training, June 2021 – YouTube video. 3.5 hours. This is a step by step walkthru of the Transition Guide including Parish setup, how and which archival reports to run, tips on account mapping, 2021-2022 budgeting, 1099 vendor setup, psuedo checks, how to record opening balances, how to use projects to report income and expense detail and how to setup payroll.
• ParishSOFT Accounting Transition Training, June 2021 – YouTube video. 3.2 hours. This is a step by step walkthru of the Transition Guide including Parish setup, how and which archival reports to run, tips on account mapping, 2021-2022 budgeting, 1099 vendor setup, psuedo checks, how to record opening balances, how to use projects to report income and expense detail and how to setup payroll.
• November 4, 2021 Finance Meeting, QBO version – YouTube video. 1.75 hours. This training video reviews Norms and Policies for Parishes with particular emphasis on Paid Leave Time, Holiday Pay, Jury Duty and Funeral Leave. It shows how to setup these personal time in QuickBooks Online software. At 1:09 the video covers compensation for 403(b) retirement to enable accurate filings for Mutual of America.
• November 4, 2021 Finance Meeting, PSA version – YouTube video. 1.75 hours. This training video reviews Norms and Policies for Parishes with particular emphasis on Paid Leave Time, Holiday Pay, Jury Duty and Funeral Leave. It shows how to setup these personal time in QuickBooks Online software. At 1:19 the video covers compensation for 403(b) retirement to enable accurate filings for Mutual of America.

• Decree Compensation of the Clergy
• Priests’ Salary Schedule 2025-2026 – PDF
• Priests’ Salary Schedule 2026-2027 – PDF
• Mileage Log
• Works of Charity Disbursement Log

• Parish Chart of Accounts
• Charts Of Accounts Explained 

• La Crosse Property Casualty Ref Guide – PDF
• Catholic Mutual 2025 Diocese of La Crosse – PDF

• Jessica Kirchner, Moen Sheehan Meyer, Ltd.

  • Safe Environment Contract Rider for Third-Party Vendors – PDF

• Parish Personnel Norms & Polices – Revised November 2025 PDF

• Amazon Business Prime Administrator Training – May 26,2021 YouTube video

• Posting Contributions Offering Funds, Pledges, Contributions  and Batches – PDF. Open the linked document and navigate to the section titled Offering Funds, Pledges, Contributions and Batches for instructions on posting contributions.

2026 Quarterly Endowment webinar February 02,2026 YouTube video.

2025 Winter Quarterly Endowment Update  January 21, 2025 YouTube video, 25 minutes. TrustPoint quarterly results recap.

2024 SummerQuarterly Endowment Update  July 10, 2024 YouTube video, 50 minutes. TrustPoint quarterly results recap.

2024 Spring Quarterly Endowment Update  April 9, 2024 YouTube video, 50 minutes. Intro to TrustPoint, quarterly results recap. 

• Investment Policy– Jan 13,2026
• Investment policy Memo – Jan 13,2026
• 2024 BMO-TP Reconciliation Webinar, tutorial to reconcile the transfer of investments from BMO to TP.
• Diocese of La Crosse Investment Policy Statement (IPS) January, 2023

Lisa Lipusch – Mutual of America

• Enrollment Guide
• Termination Guide
• Address Change Guide
• General Guide for Manual Payroll
• 403(b) Plan Webinar, Fall 2024 YouTube 40 minutes
• Plan changes presentation
• Login instructions to make changes

2023 Mutual of America Webinar January 4 YouTube video, 1.25 hour. Instructions for using Mutual of America new webtool for employee 403(b) plan

• employee 403(b) plan
  • Diocese of La Crosse 403(b) upload template
  • Data Validation Web Upload File Process
  • Data Validation Web Feedback Files
  • Data Validation Web Copying a Workorder
  • Indicative Data Workorder Process Manual Entry

• Power Point Presentation – April 7, 2022 Spring Finance Webinar
• Sample Premium Only Plan
• POP Enrollment Form