Annual Report 2022

Dear Friends in Christ,

Another new year is upon us, and we pray that the year ahead will be one of favor from our Lord, Jesus, in our personal lives, our families and in all of our diocesan ministries. As we naturally look ahead, we pause to review the recent past by presenting our annual diocesan report which portrays a multitude of services at the chancery. These efforts support our diocesan mission to proclaim our Lord, crucified and risen, by word and deed, and to foster this Gospel work in our parishes, schools, and in all ministries throughout our expansive diocese. A lot of work goes on each day to get the job done.

I am grateful to the faithful who generously support the work of the diocese because without this financial commitment we could not serve at such a high level. A careful reading of this report makes it clear that all in the chancery are working

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Annual report

Chancery Office of the Diocese of Jackson

hard to achieve a standard of excellence as good stewards of God’s manifold graces and the financial resources entrusted to us. This inspires confidence at every level.

In the recent past I have appreciated the strengthening of collaboration and communication with leadership in the chancery, and, in turn, with leadership throughout the diocese. Communion, participation and mission are the themes and goals of the process of Synodality for the church, and this is what I see every day in the chancery and in our diocese.

The Synod has reminded us that we are the Body of Christ, the church, and we cannot lose sight of the Holy Spirit’s impulse toward greater unity, active participation in worship and in ministry, and the mission to make disciples by the light of the Gospel. A strong chancery network at the center of the diocese provides a structure that al-

lows all of us to value and stive for what is most important in God’s eyes.

Over the past couple of years, we have navigated well through the pandemic, and have moved forward with a renewed sense of purpose. But some of our parishes and ministries are still recovering, and some parishioners have not returned. Rightly, we give thanks for such a positive annual report, all the while knowing that the work of evangelization and outreach are always before us. Let us never forget one of our lasting treasures, the power of prayer to accomplish God’s purposes.

Sincerely yours in Christ,

+Joseph R. Kopacz Bishop of Jackson

Financial Report

Carolyn Callahan – Director, Department of Temporal Affairs

The full audit report for the Chancery office finances of the Diocese of Jackson is available online at https://jacksondiocese.org/temporal-affairs.

The pie charts included in this report exclude the restricted net asset and related transactions of the proceeds from the Sarullo Estate bequeathed to the Diocese, for the sole use and benefit of St. Joseph Catholic Church and Parish, Greenville, that are a required part of the audited financial statements.

Included in the audited financial statements are the Current Fund and Deposit and Loan Fund. The Current Fund represents the services provided to the parishes, schools, and missions by the diocesan bishop and his representatives including the offices of the Bishop, Vicar General, Chancellor, Archives, Communication, Education, Faith Formation, Liturgy, Seminarian Education and Vocations, Stewardship and Development and Temporal Affairs. The Deposit and Loan fund represents the savings of all parish and school locations and the related investment portfolio. Separate from this report are the income and expenses of Catholic Charities and the Catholic Foundation.

Two main sources of income for the Chancery office are the annual Cathedraticum Assessment and the Catholic Service Appeal. The Cathedraticum Assessment is currently 10.5% of the annual parish income, less certain exemptions for approved capital campaigns and subsidies paid

to schools. Income from this annual assessment funds the expenses of the office of the Bishop and his extended administration, all priest retirement and health insurance costs, and seminarian education, stipends and benefits costs.

Personnel salary and benefits, clergy benefits and assistance, and seminarian education represent the major expenses of the administration of the Bishop. Other routine expenses include workshops and conferences held and attended, travel, newspaper printing and distribution costs, and grants awarded to parishes and schools.

Significant areas to note for the finances of the Diocese and the Department of Temporal Affairs since the last annual report filed in January 2022 are:

• While the overall Statement of Activities not including income/expenses restricted to St. Joseph Parish Greenville reflects a deficit of $98,115 it is important to note the Unrealized Losses on the Deposit and Loan portfolio of $3.3 million and adjustments made to the unfunded pension liability of the Lay Frozen Employee Retirement Plan considering the state of the economy and market as of 06/30/2022 and currently.

• Although the decline in the market has significantly impacted the Deposit and Loan Portfolio, the current balance overall is greater than the amount in savings less loans of our parishes and schools.

• Committees of the Diocesan Finance Council including lay expert members and priest

members that meet regularly to advise Bishop Kopacz and provide oversight include the Budget Committee, Investment Committee, Audit Committee, Deposit and Loans Rate Committee, Compliance Committee, Cathedraticum Committee and the newly formed Revenue Committee.

• Internal audits of parishes began in July 2022 by two external local CPA firms. As of Dec. 31, 2022, there were 14 audits completed, reports issues, and responses received. Areas of improvement noted and agreed upon include proper signatures on bank accounts, documentation for projects, collections, and all transactions, establishing written procedures, improved approval workflows, and transparency regarding financial status to parishioners.

• Assets including Diocesan houses were sold and the proceeds used to make needed improvements to the Chancery office building.

• Collaboration with Catholic Charities to help streamline their accounting processes.

• Continued improvement within the Diocesan medical benefits program with RETA Trust.

• Strong working relationship with external audit firm and report issued without exceptions.

Questions regarding diocesan finances may be sent to Carolyn Callahan, Director, Department of Temporal Affairs via email to Cathy Pendleton at cathy.pendleton@jacksondiocese.org.

Catholic Diocese of Jackson

Stewardship and Development Director

Rebecca Harris

Stewardship Office

• The Stewardship Paths monthly newsletter through Flocknote provides diocesan parishes and parishioners with stewardship materials. It includes weekly readings, reflections and other materials on time, talent and generosity.

• Collaborated with the Office of Vocations on the 2nd annual Homegrown Harvest which raised $159,000.

• Worked with parishes to write Catholic Extension grants which funded over $128,000.

Catholic Service Appeal

• The Chancellor coordinates archives and records for the Bishop of the Diocese.

• In summer of 2022, the Office of Catholic Education (OCE), the four Catholic High Schools and Mississippi State University began talks to implement a dual enrollment program in the 2324 school year

• The OCE and Diocesan Catholic Schools began development of a three-year strategic plan with our accrediting body, Cognia, Inc.

• St. Francis of Assisi in Greenwood closed after serving the community for over 70 years.

• Welcomed new administrators Robin Branton, principal of Cathedral (Natchez); Pat Sanguinetti, interim lead administrator, Cathedral (Natchez); Robert Calcote, principal, St. Patrick (Meridian); Christopher Payne, principal of Sr. Thea Bowman School (Jackson); Jon Graham, assistant principal, St. Aloysius (Vicksburg); Dr. Buddy Strickland, interim lead administrator, St. Aloysius (Vicksburg); and Latoya Kelly, interim director, Assisi Early Learning Center (Madison).

Class of 2022

• 151 graduates

• Scholarship Recipients: 136

• Scholarships Offered: $12,779,278

• Scholarships Accepted: $6,094,490, with an average of $40,361 per graduate

• Service Hours over 4 years: 19,448, with an average of 129 per graduate

• The Chancellor is the official ecclesiastical notary for the bishop; and coordinates diocesan liturgies celebrated by the bishop.

• The intricate process for the cause of canonization for Servant of God Sister Thea Bowman, FSPA, is the responsibility of the Chancellor’s office as well.

• Over the past year, the following activities have been a part of the workings of the Chancellor’s office:

• Coordinated the U.S. Bishops’ independent onsite audit for the diocesan Protection of Children and Youth program;

• Developed a two-day Eucharistic Revival event with adoration, prayer, and Mass with Bishop Kopacz;

• Designed art and environment presentations for the Federation of Diocesan Liturgical Commissions National Conference in New Orleans;

• Facilitated several canonical processes for the diocese; enrolled in a Graduate Certificate in Canon Law to assist with this in the future;

• Completed a certificate in records management to help better organize diocesan data and information;

• Collaborated in creating an enterprise content management system to build a more compliant records management platform for the diocese.

• The Catholic Service Appeal raises money for 13 ministries in our diocese. The 2022 Catholic Service Appeal goals was $1,175,331. The CSA raised $1,318,600 with 2,638 donors with an average gift of $500. The following ministries received funds through the 2022 CSA:

• Seminarian Education $175,000 (16%)

• Retired Priests $125,000 (12%)

• Clergy Assistance $133,245 (12%)

• Permanent Diaconate Program $10,000 (1%)

• Evangelization/Communications $50,000 (5%)

• Religious Ed. & Faith Formation $40,000 (40%)

• Youth Ministry $40,000 (40%)

• Intercultural Ministry $30,000 (3%)

• Campus Ministry $50,000 (5%)

• Family Ministry $30,000 (3%)

• Young Adult Ministry $20,000 (2%)

• Catholic Charities $325,000 (30%)

• Parishes & Schools Grant Assistance $50,000 (5%)

Catholic Foundation

• Foundation celebrated 49 years and the investments reached $54M and manages 392 trusts.

• The Foundation distributed 5% to trust beneficiaries totaling $2,172,189.

• The Foundation funded 26 grant projects totaling $71,000.

• The Foundation had 802 members and raised over $112,000 for membership. The annual membership funds the operations of the Foundation office so that management fees are not charged to each trust.

• The Foundation sponsored the 40th annual Bishop Cup Golf Tournament and raised over $43,000.

Chancellor

Mary Woodward Catholic

Karla Luke

Directors’ Summaries

Faith Formation Director

Fran Lavelle

Office of Family Ministry

• After overturning of Roe v. Wade, the office has continued to promote and provide resources for those dealing with unexpected pregnancies by working with the USCCB’s Walking With Mom’s In Need initiative.

• Partnered with “Her PLAN (Her Pregnancy and Life Assistance Network)” to assist with creating a web-based comprehensive directory of services supporting pregnant and parenting women.

• Engaged Encounter weekends were held in person in Oct. 2021, and in Jan., April and July 2022.

• In Oct. 2022, Debbie Tubertini was hired to lead the office after our long-time coordinator retired in July.

Office of Intercultural Ministry

• Evangelization, sacramental preparation and expanding intercultural competencies continued in the first half of 2022 before both Father Clem Oyafemi and Daisey Martinez left the department. The foundation they built will serve us well as a new coordinator for the Office of Intercultural Ministry will be welcomed in 2023.

Office of Religious Education & Faith Formation

• The Pastoral Ministry Workshop, a formation program for lay leaders was a great success. One of the things we heard from our listening sessions from the Synod on Synodality was greater formation opportunities for lay leaders. The Pastoral Ministries Workshop fills that need for many lay ministry disciplines.

• Fall Faith Formation Day resumed for the first time since 2019, with over 100 in attendance.

• The High School Confirmation Retreat was successfully held in March 2022, after being postponed in January due to the spike in Omicron.

• Presented RCIA retreats, days of reflection for women’s groups, religious education parent sessions and other opportunities to present formation materials.

Office of Youth Ministry

• The OYM resumed a full schedule of in-person ministry; including the diocesan youth conference, DCYC in Feb. 2022; Search in April 2022; and the Middle School Fall Retreat in Oct. 2022.

• Abbey Schuhmann, coordinator for the OYM, joined the faculty for the Pastoral Ministries Workshop presenting the Year 2 workshop on “Developing, Maintaining and Balancing Programs.”

• Sponsored and coached the First Things in Youth Ministry Training Program, with seven parish youth ministers in the diocese completing the training.

Office of Young Adults and Campus Ministry

• We heard repeatedly in the listening sessions for the Synod on Synodality for the need of intentional ministry for young adults. In October, the first coordinator for the Office of Young Adults and Campus Ministry was hired – Amelia Rizor.

Vocations

Director Father Nick Adam

• We have nine seminarians studying for the diocese with one man actively in the application process for Fall 2023. The cost of tuition/books/fees for all is just under $400,000. Father Andrew Bowden was ordained a priest on May 14, 2022. Deacon Carlisle Beggerly was ordained a transitional deacon on June 4, 2022. He will be ordained a priest May 27, 2023. Ryan Stoer and Tristan Stovall will be ordained transitional deacons on May 20, 2023, with priesthood ordinations in 2024.

• Father Nick Adam visited approximately 15 parish communities, with visits consisting of Masses, youth group talks, and other activities, with a focus on diocesan university parishes. He also visited several schools throughout the year, celebrating Mass or hosting other activities to promote vocations. In July 2022 he traveled to Cuernavaca, Mexico to explore language immersion for our seminarians. The summer program offered at the Monastery of Our Lady of the Angels will begin being a requirement for our seminary formation program this coming summer.

• This travel was supported through the vocations budget as were trips for three men to visit the seminary. Two of those men are now seminarians and the other is enrolled in the High Calling pre-seminary online discernment program.

• After Father Nick was named the Rector of the Cathedral of St. Peter in July 2022, Debra Padula was hired as a part-time assistant. She is assisting with ongoing projects, such as helping to plan events, editing and updating a Seminarian Handbook and checking in with K of C Councils who wish to offer support to our seminarians.

• The first ever Chosen retreat for young men and women was organized and executed as a collaborative effort between the Diocese of Baton Rouge and the Diocese of Jackson Vocation Departments and St. Joseph Abbey and Seminary College. This retreat brought about 50 young people to the grounds of St. Joseph Monastery in St. Benedict, Louisiana to engage with representatives from religious communities and vocation directors from around the southeast.

• We held the 3rd Annual Homegrown Harvest Festival to support seminarian education, that raised $153,719.14. This exceeded our goal as we were blessed by record support from supporters in the diocese.

Permanent Diaconate Director Deacon John McGregor

• Six men were ordained to Permanent Diaconate by Bishop Kopacz on July 16, 2022, bringing the total number of active deacons in the diocese to 13. There are two retired deacons.

• Seven men are scheduled for the Rite of Candidacy on February 4, 2023, which begins the fouryear period of formation. Tentatively, these men would be ordained in 2026.

Communications Director Joanna Puddister King

• Continues to assist in implementing new parish and diocese email and text communication tool –Flocknote. Traveled to several parishes requesting in-person training.

• Communications staff attended a 16-week course on streamlining digital production.

• Maintained presence with postings on Facebook, Instagram and Twitter. All may be followed with the tag @jacksondiocese.

• Boosted chancery department and Catholic Charities events with online advertising.

• Mississippi Catholic continues publish 14 printed editions and 21 digital editions through Flocknote per year. The digital edition is made available to all parishes under the diocese Flocknote system to send to their parishioners. To join the email list, text MSCATHOLIC to 84576. An English and Spanish version are available.

• Worked with Bishop Kopacz on videos touching on various Catholic events, holy days and Catholic social teaching topics.

• Began work on an updated diocese logo and a new website for the Diocese of Jackson.

Statements of Income and Expenses

INCOME (EXCLUDING SARULLO ESTATE)

Cathedraticum Assessment $ 5,818,480

Management fees 96,200 Workshop and convention fees 58,267 Registration fees and tuition 79,120 Total Assessments and Fees $ 6,052,067

Donations $ 335,045

Catholic Foundation Trust Income 354,003 Grants 256,731 Catholic Service Appeal 1,297,263 Total Donations, Bequests, and Grants $ 2,243,042

Newspaper advertising income $ 47,223 SMP Insurance program net 160,905 Rental income 17,300 Other Income 79,339

Total Other Operating Income $ 304,767

Investment and loan interest & dividends $ 880,020 Gain on disposal of property 169,718 Reversal of loan lossess 100,000 Total Investment Income $ 1,149,738

TOTAL INCOME $ 9,749,614

Assessments and Fees 62% $ 6,052,067 Other Operating Income 3% 304,767 Investment Income (not incl. unreal losses) 12% 1,149,738 Donations, Bequests and Grants 23% 2,243,042

Total 100% $ 9,749,614

EXPENSES

Salaries and Wages $ 1,544,469 Employee and Priest Benefits 2,147,778 Total Salaries and Benefits $ 3,692,247

CSA Allocated to Catholic Charities $ 380,973 Grants, Contributions, and Assistance 312,787 Total Assistance Given $ 693,760

Unrealized and realized gain on investments 3,361,984

Advertising $ 17,708 Computer maintenance 28,543 Dues, Subscriptions and Periodicals 15,501

Interest expense DL Fund 234,669

Mississippi Catholic newspaper, printing and distribution 222,202 Office supplies, Postage and Printing 25,694 Pastoral 118,703 Professional services (incl. software) 385,406 Public relations 5,718

Tax 2,108

Registration fees and tuition 287,693

Travel 22,225

Workshops and conventions held and attended 145,117 Other Expenses 155,602

Total General Expenses $ 1,666,889

Maintenance, Building, Grounds, Equipment $ 77,933

Depreciation 275,982 Telephone and Utilities 78,934 Other Total Facilities Expenses $ 432,849

TOTAL EXPENSE $ 9,847,729

Salaries and Benefits 37% $ 3,692,247

Net unrealized investment losses 34% 3,361,984

Facilities Expenses 4% 432,849

Assistance Given 7% 693,760

General Expenses 17% 1,666,889

$ 9,847,729

The Diocese of Jackson has launched a third-party reporting system that will enable all diocesan employees, volunteers and parishioners to anonymously (or named if preferred) make reports. Examples of this activity include fraud, misconduct, safety violations, harassment or substance abuse occurring at a Catholic parish, Catholic school or at the diocesan level.

To make a report visit www.lighthouse-services.com/jacksondiocese or call 888-830-0004 (English) or 800-216-1288 (Spanish).