Office of Finance

The Finance Department for the Roman Catholic Diocese of Boise has as its mission to be a good steward of the temporal goods of the Catholic Faith Community in Idaho.

To achieve this mission the department endeavors to keep Diocesan Ministries and programs running smoothly by adequately budgeting for them, and monitoring the financial condition of the Diocese to insure that funds will be available to provide for the various ministries at the appropriate time.

Secondly, the finance office administers centralized programs that benefit parishes and schools across the Diocese in the area of cash operations, investments, real estate acquisition, insurance and payroll.

Diocesan Financial Statements
 
June 2019-2020
June 2018-2019
June 2018-2017
June 2017-2016
June 2015-2016
June 2015-2014
June 2014-2013
June 2013-2012
June 2012-2011
June 2011-2010
June 2010-2009

Finance Forms

General Finance Forms 

Payroll Forms 

Health Insurance Forms

RETA Summary of Benefits and Coverages EPO:            English    Spanish 

RETA Summary of Benefits and Coverages PPO:            English    Spanish 

RETA Summary of Benefits and Coverages HSA:            English    Spanish

RETA Vision Benefits Summary:                                         English    Spanish 

RETA Dental Benefits Summary:                                        English     Spanish (Coming Soon)

RETA Prescription Drug Plan                                              English     Spanish (Coming Soon) 

Diocese Member Reference Guide (Coming Soon) 

RETA Enrollment Form (Qualified Life Change Only)      English     Spanish (Coming Soon)

Student Accident Insurance Claim Form

Life Insurance/Long-Term Disability Forms

United Heritage Disability Guidance (EAP)                       English     Spanish

United Heritage Life/LTD Benefits                                     English     Spanish

United Heritage Group Insurance Beneficiary Form      English     Spanish

Worker's Comp

Transportation and Driver Forms - Driving A Diocesan Vehicle

Transportation and Driver Forms - Driving A Privately Owned Vehicle for Diocese Work

 
 
 
 
 
 
 
 
 
 
 
 
 
 

Office of Finance Staff 

Lisa Anderson

Finance Administrator Accounts Payable

Phone: 

Email:

Fax:

(208) 342-1311

(208) 342-1571

Lisa Anderson, as Administrative Assistant to the Finance Officer, serves as the contact person when the Finance Officer is unavailable and can usually handle general information questions or direct callers to the proper person. She also handles all incoming mail, makes all bank deposits, orders supplies for department and maintains general files. Also serves as Notary Public as needed. As Accounts Payable Manager, she is responsible for all accounts payable input, balancing and check processing as well as maintaining all vendor files. Also handles the centralized processing of savings and loan withdrawals for the parishes and schools throughout the state.

Michelle Smith

Payroll Specialist and Electronic Banking

Phone: 

Email:

Fax:

(208) 350-7513

(208) 342-1571

Michelle Smith is primarily responsible for Payroll Processing and Electronic Funds Transfers. Payroll Processing includes coordinating collection, balance, input and output of payroll information. Distribution of payroll checks and reports and subsequent billing of the locations for corresponding payroll costs. EFT's include direct deposit payments to non-payroll personnel working for the diocese, automatic withdrawals from bank accounts held by diocesan parishes and schools, and authorized withdrawals from parishioners' accounts for school tuition payments and donations to the parishes and other charitable entities. Michelle is also Insurance Coordinator for medical insurance.

Marlys Roseberry

Cash Operations Manager

Phone: 

Email:

Fax:

(208) 350-7514

(208) 342-1571

As manager of cash operations for both the Diocesan Cash Management Checking Account System, and the Diocesan Savings and Loan Program, Marlys Roseberry performs new account set up, daily account management, including deposits, withdrawals, and transfers, reconciles accounts at month end, and creates reports to the parishes for their checking and savings activity as well as handles credit card transactions for parishes, schools and the diocese.

Cari Magette

Controller

Phone: 

Email:

Fax:

(208) 350-7511

(208) 342-1571

As Controller, Cari Magette, oversees the general ledger reconciliation, assists the other employees in the Finance department and handles questions from the parishes and schools. Cari Magette also is responsible for overseeing the various insurances, health, ltd/life, workers’ compensation and student accident insurance. She is also responsible for the accounting and reporting of the Idaho Catholic Appeal. Cari also handles the Lay Pension Plan and coordinates benefits with the Pension Plan Administrator.

Chuck Lawrence

Finance Officer

Phone: 

Email:

Fax:

(208) 350-7510

(208) 342-1571

The finance officer is directly accountable to the Bishop and the Moderator of the Curia and is functionally responsible for accounting, budgeting, investments, insurance and risk management, benefits and pension, policy and procedure formulation, internal audit of all diocesan entities throughout the state. The finance officer administers a centralized savings and loan program, centralized checking account system, and centralized payroll processing and administration for all of the diocesan parishes and schools throughout the state. Chuck also oversees property and liability insurance.

 

FAQS

When is Special Events Insurance required?


Special Events insurance should be used when a parish or school is allowing an individual or organization to use its facilities for a non-parish sponsored activity. The Special Events Coverage designed for the Diocese of Boise can be extended to individuals and/or organizations (either profit or non-profit). Many individuals need this coverage for events such as private wedding receptions or family reunions. An organization may need the coverage for an employee Christmas party held on parish facilities. The Special Events Coverage is needed for non-parish sponsored activities regardless if there is alcohol or not.




How does the Flexible Spending Account (FSA) work?


The flexible spending account is a great way to pay for medical and daycare expenses pre-tax. It works by you making an election during our annual Open Enrollment in November to have certain amount taken out of your paycheck January thru December. The money is withheld and deposited into a fund that you may use for medical and daycare expenses. The amount withdrawn each month does not have federal & state income taxes or Fica and Medicare taxes withheld on that portion. Nor will the annual amount withheld be on your W-2 for the year. See more details under the Flexible Spending Account section of the forms page.




Are we Sales Tax exempt?


The Roman Catholic Diocese is tax exempt for federal and state income taxes only. Generally schools are sales tax exempt and parishes are not exempt. There are some exclusions that require schools to collect sales tax and parishes to not collect tax. See more details under the Sales Tax section of the forms page.




When and how often do I need new signature cards and how do I handle them?


New signature cards need to be signed whenever there is a change in authorized signers. Contact Cash Management personnel to receive a new blank form. All current signers must sign the new form. For all parishes the priest needs to be a signer and for schools both the priest and principal should be authorized to sign. The new form is returned to the Diocesan Cash Management personnel. A copy is kept in the file and the original is mailed to our main bank representative that keeps all of our locations forms together. Do not return the new form to your local branch.




How do I reorder checks and deposit slips?


To reorder checks and deposit slips please contact Diocesan Cash Management personnel. Please have available the next starting number for your check order. Deposit slips come in quantities of 200 with duplicate copies. If there are any changes that need to be made on the printed information please also make that known. The Diocese pays for general checks and deposit slips-any additions or extra-ordinary requests are at the locations cost.




How and when should I place a stop payment on a check?


A stop payment is made by contacting the Diocesan Cash Management personnel. At that time, bank records can be checked to see if the check has cleared since your last statement. Please do not contact your local US Bank as due to our unique type of account the correct information is not recorded and they have to be redone. Also, it is less expensive if done from the Diocesan office. Please use discretion when requesting a stop payment----how old is the check and the likelihood that it will be cashed, if it would be cashed is it from a reliable source that you use regularly, that you would use a credit from in a reasonable amount of time, the amount of the check---due to the cost of the stop payment it has to be viable to pay for the stop payment.





 

DIOCESE OF BOISE

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Diocesan Pastoral  Center

1501 South Federal Way, Suite 400

Boise , Idaho 83705

 

Phone: (208) 342-1311

Fax: (208) 342-0224

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