In the July 20 ChMS webinar we identified the reports to use for counting registered and contributing families, sacraments and deaths. We also discussed the new process whereby the Office of Communications and Marketing will pull parish Mass schedules in Fall, Christmas, Winter, Spring and Easter from reports in ChMS using the Mass schedules. And we talked about the new Diocesan magazine coming out in late Fall which we use the Active/Registered families in ChMS for their mailing list and offered an easy suggestion for how to update family information after Masses.
The Chancellor's Office provided explanations as to how this data is used each year for reporting to Rome, the Official Catholic Directory (essential for proving tax exemption status) and multiple ways by diocesan departments like Catholic Foundation, Bishop's Appeal, Finance for Proxies, Facilities, etc. Mary's notes are below in an attachment.
Click here for the Link to the Webinar on Prepping for Parish Annual Report.
The essential reports to pull for each category are:
1. Family Status with Registration Status
To evaluate that you have your families set correctly for Status to match the Registered Church status
2. Registered and Contributing Units
For the count of Registered families and Contributing families (Contributing families are those who are
registered AND contribute $100 or more per year)
3. Sacraments by Parish by Date
To count:
a. Adult Baptisms (those who received Baptism, Confirmation and First Communion)
b. Infant Baptisms (under age 7)
c. First Communions
d. Confirmations
e. Received into Full Communion (those who received Confirmation and First Communion who were
baptized in another faith tradition.)
4. Matrimony by Parish by Date
To count Marriages (a marriage is one family with 2 people with the matrimony sacrament on matching
dates)
5. Death Register Audit
To count Funerals, Prayer Services, and Rite of Christian Burial where no Funeral (regardless of location) was
conferred. This report also provides families marked Deceased but without a Date of Death, and those with a
Date of Death but not marked Deceased.