财务答客问

问：我们对于团体的捐款都能得到捐款的证明吗?
答：是的，财务组会在隔年一月底将您本年捐款的证明交给您.

问：那些开给SJCCM的支票不能得到捐款证明？
答：举例来说， 圣心学校学生的学费，购买礼券（大华，永和）不能计入。

问：那么奉献弥撒的钱呢？
答： 每位教友都能要求神父给与神修和礼仪的服务。因此对于追思，感恩的弥撒奉献都可视为捐款(我们团体从2014年开始)。但是您必须填妥“弥撒奉献单”以方便财务组作业。

问：到底在网上捐款（Online donation）好或者每周开支票好？
答：当然网上捐款记录较容易，也可以省了财务组的工作负担。我们建议若是网上奉献宜由银行帐户提取较佳， 若由个人信用卡支付，团体有额外 3-4% 的手续费。若方便每年或每半年开一张支票也是可行的好方法。

问：团体是怎么编排预算和控制支出？
答：各工作小组 （礼仪组，慕道班，圣城通讯等等）于每年六七月间提出下年度支出明细表，由神父，牧民委员会及财务委员会通过，即成为团体预算。

问：若支出超过通过预算或有临时性支出该如何处理？
答： 若该活动或新项目超过预算500元以内，可由神父核准。若超过该金额，就要由牧民和财务委员会核可。

问：财务组如何支付团员所垫付的费用呢？
答：请到网站上取得付款表格， 填妥后由负责小组长签核，交由财务组出纳。我们每月第一，三周弥撒后在小办公室开支票， 尽快的将大家的垫款给付。若有预付定金等， 亦循同样管道处理。

问：请问财务组如何运作？
答：财务组分为收入(A/R), 支出(A/P),及财务报表(F/S)等三部门，各有专人负责。每年一，四，七，十月最后一个礼拜天弥撒前召开会议，审视上一季的财务情况并讨论相关重要议题作成决议。

问：每年有的ADA （二月到四月），我们该怎么捐献呢?
答：这是支持教区的年度奉献，主要用在行政支援，牧民工作，圣职人员培训，平信徒培训， 及照顾退休神长等等。今年我们的额度是$7,280，而超过额度的款项会退回给SJCCM使用。大家都会收到欧神父的中英文信件及捐款信封。

问：那么对每月弥撒中的第二次奉献呢?
答：教区每年都会公布第二次奉献的目的及日期（大约每月一次），教友可以依自己的感动奉献。支票仍可以开给SJCCM，我们收齐后会转给教区负责单位。

Q: Will we receive documentation of our contributions to SJCCM for tax purposes?
A: Yes. SJCCM will provide a letter at the end of each January summarizing your contributions for the prior calendar year.

Q: Which payments made to SJCCM are not eligible for a tax deduction?
A: Amounts paid to SJCCM for tuition (Sacred Heart School), purchases of gift certificates (Ranch 99, Marina), as well as any other amounts paid for which goods or services were received are not eligible for a tax deduction.

Q: What about amounts donated for Mass offerings?
A: Every parishioner can request Mass offering for any particular intention. Donations are entirely optional and are tax deductible if you complete the “Mass dedication form” and include it along with your donation.

Q: Is it better to donate online or via check each week?
A: Online donations are easier for SJCCM to administer as it reduces the workload for our volunteers. We would recommend that it be set up using a direct debit from your bank account each period, since SJCCM has to pay 4% of each credit card donation as a service fee. A semi-annual or annual donation via check is also very efficient.

Q: How do we determine SJCCM’s budgets?
A: In June and July of every year, each of SJCCM’s working groups proposes a budget for its activities for the upcoming year. The budgets are reviewed and approved by our priest, pastoral council, and finance council.

Q: What happens if expenses for a certain activity or line item exceeds budget?
A: If expense for a certain activity or line item exceeds budget by $500 or less, then it requires the approval of the priest. If the budget is exceeded by more than $500, the approval of the pastoral and finance council is required.

Q: What is the process for obtaining reimbursement of expenses from SJCCC?
A: You can obtain an expense reimbursement form from the SJCCM website. After you complete it, attach receipts documenting the expense (no receipt is necessary if you are obtaining payment for a deposit) and obtain the approval signature of the appropriate team/activity leader. The Finance team processes reimbursements after Mass on the 1st and 3rd Sundays of each month (we are located in an office in the nun’s former residence at the corner of Washington St. and Lexington). Please bring completed forms there for reimbursement.

Q: How are SJCCM’s Finance operations administered?
A: The Finance team is comprised of three teams (Accounts Receivable, Accounts Payable, and Financial Statements). The teams meet on the last Sunday in January, April, July, and October to review finance performance and discuss issues regarding finance.

Q: How do we contribute to the ADA each year?
A: During February through April of each year, we have the ADA (Annual Diocesan Appeal). The funds raised as part of the ADA are used by our diocese for pastoral work, training of clergy and laity, care of retired clergy, as well as for the administration of the diocese. The 2014 ADA target for SJCCM is $7,280, and any amounts raised in excess of the target will be returned to SJCCM for general use. Father Olivera will provide everyone with a letter and donation envelope for the ADA.

Q: What about second collections?
A: Every year, the diocese will designate the purposes and dates of our second collections (typically once a month). Donations can be made to SJCCM, and we will forward the contributions to the designated groups.