Make plans to attend March 14, 2023 Zoom meeting to discuss GOA financial update, your tax-exempt status, Certificates of Insurnace for your parish and total commitment data forms to help you get all your parish deductions.
Dear Clergy, Parish Council Presidents, Parish Council Treasurers & Esteemed Parish Council Members,
With the blessings of His Eminence, Metropolitan Alexios, on behalf of the Metropolis Finance Committee, I am pleased to enclose the 2024 Archdiocese Total Commitment Allocation package, which includes the following documents:
It is imperative that the parish Treasurers and those who prepare the Allocation Forms read the Manual and become familiar with the expense deduction categories and with the requirements for substantiating and documenting all the claimed deductions. The Metropolis Finance Committee will assist parishes to maximize their claimed deductions. However, failure to comply with these requirements may result in rejection of the parish’s expense deductions, which will affect adversely its allocation assessment.
As in previous years, the Metropolis of Atlanta has been grandfathered and allowed to include additional expense deductions at the Metropolis level (Tier-2,) which necessitate a slightly different Allocation Form and supporting documents than the other Metropolises. These deductions are for the first priest expenses. The enclosed Metropolis of Atlanta Addendum describes the exceptions to the Manual that are applicable to the Metropolis of Atlanta.
The 2024 Data Form (Allocation Form) is basically the same as the 2023 Data Form with the exception of two STEWARDSHIP questions at the bottom of the page. It is important that each parish take the time to enter the data as noted on the form.
The Reconciliation and Questionnaire Forms must accompany the Data Form in order to support and substantiate the claimed expense deductions. Failure to include these supporting documents may result in the rejection of some or all of the parish’s expense deductions. Some parishes have been using their own version of reconciliation (or mapping) form. They may continue using their own versions to the extent they are acceptable to the Metropolis Finance Committee. PLEASE NOTE: Each Parish is obligated to submit an updated CERTIFICATE OF INSURANCE EACH YEAR that MUST list the Metropolis of Atlanta AND the Archdiocese of North America as additional insureds. Policies tend to renew each year. It takes just a simple phone call to your insurance company.
The dates for submission of the data forms are as follows. The dates represent date-stamp of e-mail receipt or mail receipt at the Metropolis.
Form Due Date: April 1, 2023
Last date for submitting the form to the Metropolis without a late penalty: May 31st, 2023
Forms submitted after May 31st but before June 30th will result in a 5% late penalty
Forms submitted after June 30th will result in a 10% late penalty
As shown at the bottom of the allocation form, please submit the allocation forms and all required supporting documents as follows:
Email to: gdonkar@udiga.com
Mail to: Very Rev. Fr. George Tsahakis, Metropolis of Atlanta, 2480 Clairmont Road NE, Atlanta, GA, 30329
Please address any questions about the process and the enclosed documents to the undersigned at gdonkar@udiga.com, or cell phone 912-695-7761.
In His service, George N. Donkar, Metropolis Finance Committee