Finance

The Diocesan Department of Finance is charged with overseeing the stewardship of diocesan assets, as well as providing guidance to all diocesan entities in the areas of finance, regulatory compliance, risk management and operations. In finance, we work closely with external constituencies in overseeing banking and investments, employee benefits and insurance protection.

The offices found within this department are:

• Information Technology - Chuck Robinson
• Construction & Building - Robert Bennett
• Internal Review - Bill Beck
• Accounting - Nic Bray
• Risk Management - Tom Martin
• Occupational Health & Safety - Marvin Patterson
• Pastoral Center Accounting Service - Bill Beck
• Catholic Cemeteries

President - Robert Emmanuel,  Attorney - Emmanuel, Sheppard & Condon (Member since 2013)
Rev. Msgr. Luke Hunt, Ex Officio Member (Member since 2018)
Rev. Douglas Halsema, Pastor - St. Mary Parish, Fort Walton Beach (Member since 2013)
Rev. Msgr. Michael Reed, Ex Officio Member (Member since 2018)
Ms. Kathleen Crowley, CFP - Ameriprise Financial Services (Member since 2018)
Mr. Eric Nickelsen, Retired Banker (Member since 2013)
Dr. Will Simmons, Board Certified Pediatrician - Tallahassee (Member since 2018)

FINANCIAL REPORTS
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013

BOARD MEETING MINUTES
November 2022
August 2022
May 2022
February 2022
September 2021
May 2021
February 2021
 

The Bishop of the diocese provides the Diocesan Finance Commission (DFC) a Statement of Financial Position regarding the locations under the jurisdiction of the diocese at the close of the year. The DFC reviews these accounts of the diocesan revenues and expenses. Further, the diocesan Chief Financial Officer recommends the coming year’s proposed income and expenses for the diocese. Once reviewed, the DFC is responsible for approving the final diocesan budget for the coming year. Additionally, an audit is performed annually on the diocese.

Acts of Extraordinary Administration by the Bishop need consent of the Finance Committee & Presbyterial Council/College of Consulters related to the following:

• Incurring indebtedness in excess of $750,000.
• Settlements in Court amount in excess of $750,000.

The Catholic Sharing Appeal (CSA) was instituted when the Diocese of Pensacola-Tallahassee was formed in 1975.  Established without many reserves of its own, the diocese and parishes relied upon this vital funding source to carry on essential operations to survive as a local Church.  Today, CSA continues to be used to allocate funds at the diocesan level for expenses that extend past the parish for diocesan responsibilities, while parishes retain funds received in excess of the goal for capital projects and programs within their parish.

CSA specifically funds programs, services and functions that are coordinated from the Pastoral Center and are extensions of the Office of Bishop.  The administrative divisions of the Church of Pensacola-Tallahassee include the Bishop, Vicar General, and Chancellor, as well as Secretariats for Communications, Financial Administration, Special Ministries, Social Concerns, Education and Apostolates.   Some of these ministries attend to needs beyond the scope of individual parishes and some exist for the sole purpose of assisting parishes in their mission to teach, evangelize and provide good liturgical experiences.

To learn more about CSA, please click HERE.