Audit Files and Upload Form for Year Ending Dec. 31, 2023

Please note that all Audits should be submitted using the online form at the bottom of this page.

Threshold for Required Certified Audit is $750,000

For the Fiscal Year ending December 31, 2023, the threshold for this requirement is an NOI of at least $750,000.

What this Means
 

For Congregations with NOIs of $750,000 or more

All congregations with NOIs for 2023 of at least $750,000 are required to submit a certified audit.

For Congregations with NOIs of less than $750,000

Congregations with NOIs for 2023 of less than $750,000 may submit either the Alternative Audit or a certified audit.

Additional Requirements for Congregations Submitting the Alternative Audit

Congregations which submit the Alternative Audit are also required to submit the following:
1. the completed alternative audit worksheets found on the Diocesan website;
2. bank reconciliations for all bank accounts operating under the congregation’s employer identification number (EIN), whether belonging to the congregation or its organizations, for the period ended 12/31/2023
3. a profit and loss statement covering all of such congregation’s organizations, for the period ended 12/31/2023
4. a balance sheet covering all of such congregation’s organizations, as of 12/31/2023.

 Please note that all congregations’ annual audit for 2023 must be submitted to the Finance Office by September 15, 2024.

Audits Submitted in 2024 for Financial Year 2023 must be uploaded using the form below.

If you have any questions regarding any of the above, please contact us as soon as possible (see right of page for contact info).