DIOCESE OF SIOUX CITY WEDNESDAY, DECEMBER 21, MARCH 14, 2017 The Light is ON for You Diocesan wide

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DIOCESE OF SIOUX CITY WEDNESDAY, DECEMBER 21, 2016 BISHOP: Christmas Collection FROM THE OFFICE OF: PARISH

CREIGHTON UNIVERSITY: Save the Date-Priests & Brothers Dinner and Basketball Game Dates to Remember: Clergy

Meeting Location: TBA 2017 Jubilee Priests & Deacons Monday, May 1, 2017 St.

December 23 & 26, 2016 December 30, 2016 January 2, 2017 JANUARY 12, 2017 10:30 AM Presbyteral Council Meeting

6, 2017 2:00 PM Chrism Mass Cathedral of the Epiphany Sioux City As we rejoice and celebrate this wonderful

1 DIOCESE OF SIOUX CITY WEDNESDAY, DECEMBER 21, 2016 BISHOP: Christmas Collection FROM THE OFFICE OF: PARISH ACCOUNTING: 2016 Year End Tax Information WORSHIP: Lent and Holy Week CATHOLIC MUTUAL: 2017 Winter Newsletter CREIGHTON UNIVERSITY: Save the Date-Priests & Brothers Dinner and Basketball Game Dates to Remember: Clergy Meetings Thursday, March 9, 2017 Lenten Day of Prayer Location TBA Thursday, April 27, 2017 Presbyterate Day Meeting Location: TBA 2017 Jubilee Priests & Deacons Monday, May 1, 2017 St. Mary, Storm Lake 4:00 pm CHANCERY OFFICES Will be closed for the upcoming Christmas and New Year Holidays: December 23 & 26, 2016 December 30, 2016 January 2, 2017 JANUARY 12, :30 AM Presbyteral Council Meeting Sacred Heart Parish, Early FEBRUARY, 10, :30 AM Presbyteral Council Meeting Sacred Heart Parish, Early MARCH 05, 2017 Rite of Election St. Mary, Storm Lake 2:00 PM Cathedral, Sioux City 6:00 PM MARCH 14, 2017 The Light is ON for You Diocesan wide APRIL 6, :00 PM Chrism Mass Cathedral of the Epiphany Sioux City As we rejoice and celebrate this wonderful season of Christmas, let us not forget to thank baby Jesus for coming into our lives. Let us together prepare ourselves to welcome him into the homes of our hearts. Merry Christmas to you and your loved ones! Click here to apply for the 2017 Bishop s Scholarship

2 O F F I C E O F T H E B I S H O P M E M O TO: FROM: Pastors Bishop Nickless DATE: December 21, 2016 RE: Catholic Charities Special Collection Each year at Christmas, you and your parishioners have the opportunity to support an important organization which provides assistance to people living right here in the Diocese of Sioux City. The Catholic Charities special collection is once again scheduled for Christmas Day, and will be collected at all Masses on December 24 th and 25 th. Below is a letter expressing my support for this collection. The letter will appear in the December 22 nd edition of The Catholic Globe. Of the many important collections taken up throughout the year, this one stands apart because funds donated provide direct assistance to people in need in our very own communities. Please remind your parishioners of the Catholic Charities collection and feel free to share my letter, in whole or in part, in your upcoming bulletins. Also, if possible, mention the collection during announcements at the end of Mass this coming weekend and at Christmas. DIOCESE OF SIOUX CITY 1821 JACKSON STREET SIOUX CITY, IOWA (712) FAX: (712)

3 Dear brothers and sisters in Christ, O FFICE OF THE BISHO P First, let me extend a very Merry Christmas to each of you! On this joyous occasion when we commemorate the birth of our Lord Jesus Christ, please know of my fond thoughts for each of you and your families and my prayers for warm and happy times as you gather together to celebrate. Even as I write this heartfelt wish for you, I acknowledge that it can be a difficult time for so many people. For those who suffer from depression, anxiety or other mental illnesses; those who struggle with drug or alcohol addictions; those who have family issues; those who find themselves in a sudden crisis situation because of loss of employment or financial hardship--for them and so many others, the message of hope and joy heralded by Christ s birth might be overshadowed by the despair of their human condition and circumstances. That s why I take great consolation in knowing that Catholic Charities is right here in the Diocese of Sioux City to provide support, guidance and counseling to people of all faiths, ages, cultural backgrounds, and most importantly, financial status. But to continue to provide these vital services, your help is needed! As you reflect on the blessings in your own life, or perhaps on a time when you experienced difficulty and found a helping hand, I ask you to remember Catholic Charities. Prayerfully consider support of the 2016 Catholic Charities collection, keeping in mind the following: Catholic Charities offices are located throughout our diocese with skilled staff and counselors available in Sioux City, Fort Dodge, Carroll, Storm Lake, Algona and Spencer. These are strategically placed to be of service to the whole diocese. Although many people have health insurance, the changing nature of today s healthcare system has seen deductibles and copayments climb, preventing many from seeking the help they need. Individuals are able to receive services on a sliding fee scale basis, often for as little as $8/session. Your donations make this possible. The annual Christmas collection is one of the single largest sources of support for Catholic Charities. Thank you for your support and prayers for the mission of Catholic Charities, their skilled and caring staff, the clients who come there for help, and for success of this year s collection. Again, Merry Christmas and blessings for health and happiness in 2017! Your brother in Christ, Most Reverend R. Walker Nickless Bishop of Sioux City DIOCESE OF SIOUX CITY 1821 JACKSON STREET SIOUX CITY, IOWA (712) FAX: (712)

Office of Parish Accounting Date: December 20, 2016 To: From: RE: Pastors and Parish Bookkeepers Julie Mahaney & Linda Topf, Parish Accounting 2016 Year End Tax Information: IMPORTANT CHANGES PLEASE

4 Office of Parish Accounting Date: December 20, 2016 To: From: RE: Pastors and Parish Bookkeepers Julie Mahaney & Linda Topf, Parish Accounting 2016 Year End Tax Information: IMPORTANT CHANGES PLEASE READ This memo addresses the information you need to know to properly handle end of year tax reporting. As discussed at the October Business Day meetings, the Internal Revenue Service (IRS) has issued new January 31 filing deadlines for Forms W-2/W-3 and 1099/1096. New W-2 and 1099 Filing Deadline Beginning with forms for tax year 2016, the deadline for filing all federal copies of Form W-2 (and W-3) and the 1099-Misc (and 1096) is January 31. W-2s to employees and 1099-Misc to independent contractors still need to be filed to the employees and contractors by January 31 (this has not changed). The W-3s and Copy A of the W-2s must now be filed to the Social Security Administration by January 31 (these were previously due February 28). The 1096 and Copy A of the 1099-Misc must also now be filed to the Internal Revenue Service by January 31 (these were also previously due February 28). Considering this, it s important that you issue the employee W-2s and contractor 1099-Misc well in advance of the January 31 deadline. We recommend you issue these by January 13 th. This will allow you time to make any necessary corrections in the event there is an error on the W-2 or 1099-Misc. Note that this instruction applies whether you are filing paper or electronic forms. If you ve kept up on obtaining IRS W-9 forms from your independent contractors throughout the year and have your contractor vendor records set up in QuickBooks, processing the 1099-Misc forms will be quick and easy. If not, please start now! If you requested the pre-printed tax forms, these will be mailed the last week in December. It s important the 1099-Misc forms be sent to all eligible contractors. This is required by the IRS! Please don t jeopardize your locations tax exempt status by not issuing these. Refer to the 1099 Instructions on our website for detailed assistance. If you need help, please contact us! Reconciling the W-3 and Quarterly 941 Federal Tax Returns The four quarterly 941s must agree with the W-3. Complete this reconciliation before sending the final 941. The mismatch of these forms is one of the most common reasons for receiving an IRS notice. You should confirm that all federal taxes were paid online at the amount paid was applied to the proper quarter and it agrees with the 941s/W-3.

5 IRS Form W-2G & 1096 This form must be used to report prizes (cash or non-cash) for bingo, raffles, and drawings. The W-2G should have been issued to the winner when the prize was paid. The 1096 and Copy A of the W-2G is due to the IRS by February 28, 2017 (this has not changed). Refer to the raffle memo for the tax requirements. QuickBooks Payroll Update Payroll Update has the revised tax tables as well as updated forms for standard and enhanced payroll. This update ensures you will be in compliance with legislation that affects your payroll. In QuickBooks choose Employees Get Payroll Updates. If you don t see a message that says You are using tax table version: 21701, click update to get complete instructions. Tax Forms/Tax payments Keep a signed copy of the W-2s, W-3, 1099-Miscs, 1096s, W-2G, quarterly 941s, annual 945, etc. for your records. Also keep a copy of the federal and state tax payment confirmations. These should be readily available with a notation listing the date they were sent. Mileage Rate Beginning January 1, 2017 the IRS standard mileage rate will change to 53.5 cents per mile for business miles driven. This is down from 54 cents per mile. If your pastor elected Option 2 for compensation, watch for the updated compensation schedule that will be issued soon... See the attached for step by step instructions. Please call if you need help. Julie Mahaney, , juliem@scdiocese.org Linda Topf, , lindat@scdiocese.org

6 Attachment TIPS FOR PROCESSING W-2s and W-3s QuickBooks Preparations If you are using QuickBooks 2014 or higher with an updated tax table, you can print government accepted black and white laser W-2s and W-3s on plain paper directly from QuickBooks. If not, use the forms you requested from the chancery or obtain locally. Ensure each employee s name, address, social security number, and retirement eligibility information is correct in QuickBooks so the W-2 will print properly. (Employee Center) In the employee record, payroll info tab, tax tab - make sure both the federal and state tax tabs are complete. For state, Iowa must be selected as the state worked and state subject to withholding. Uncheck SUV. This tab should not say none. Download Payroll Updates before preparing tax forms. In QuickBooks choose Employees, then Get Payroll Updates. If you don t see a message that says You are using tax table version: Click update to get complete instructions. Also download before running your first 2017 payroll. You should not have paid stipends for food, retreats or mileage. If you did, these may be taxable on the W-2. Please call us for assistance. Preparing the W-2s/W-3 in QuickBooks Select Employees Payroll Tax Forms & W-2s Process Payroll Forms In the File Forms tab double-click on Annual Form W-2/W-3-Wage & Tax Statement to select it. o Select the Auto-Fill Contact info field and ensure your name, title, and business phone is listed in the Primary Signature field. Select OK. o Ensure the filing period year is Select OK. o The screen will appear Select Employees for Form W-2/W-3. All will be marked. Select Review/Edit. o Step 1: Forms W-2 and W-3 interview will appear. This provides important dates to mark on your calendar and instructions. Select Next. o This is page 2 of the Interview. This information should automatically populate. If you have full time employees with 401K, select Yes to special situations. In these employees records, the eligible for 401K box should be marked. A control number is not necessary. Select Next. The employee list with special situations will appear. Verify, select Next. o Carefully review each employee W-2 for reasonableness and accuracy selecting the Next button to move from employee to employee. Ensure the priest does not have Medicare or Social security withheld. If the priest had federal or state withholding, verify this tax appears on the W-2. Ensure the state tax ID, wages and income tax appear in fields 15 to 17. o When complete Select Check for Errors. If errors, complete the corrections noted in the instruction. If none, select Close Errors. Call for assistance. o When ready to print select Submit Form. Unmark the box Provide employees with secure, online access to their W-2 forms. Select Print. Select items to print. First under For employees Print the W-2 forms Copies B, 2 and C. Next under For employees Print the employee filing instructions Under For employer Print the W-2, Copy D for your records, noting there will be 2 employees on each page. Next under For employer Print the Employee filing instructions (& review).

7 Then under For government, first print the W-3, next the W-2 Copy A for the SSA (noting there are 2 per page). It s not necessary to print for the State. Before issuing the W-2s, check them against the payroll summary in QuickBooks, Reports, Employees & Payroll, Payroll Summary, enter calendar year dates. Also before issuing, perform the below reconciliations. Keep a signed copy of the W-3 for your records. Reconciliation of Quarterly 941 to W-3: It s important to reconcile the four quarterly 941s to your W-3 before issuing the W-2s, W-3 and final 941: o Wages, tips and other compensation: The sum of line 2, Form 941 amounts for the four quarters should equal the amount in Box 1, Form W-3. o Social Security wages: The sum of Line 5a (column 1), Form 941 amounts for the four quarters should equal the amount in Box 3, Form W-3. o Medicare wages and tips: The sum of Line 5c (column 1), Form 941 amounts should equal the amount in Box 5, Form W-3. o Note: Medicare and taxable wages on lines 5a and 5c of the 941 are the sum of the Adjusted Gross Pay from the payroll summary in QuickBooks, plus the total employee 401K, plus wellness, plus sup life, less priest salary. o Federal income tax withholdings: The sum of Line 3, Form 941 amounts for the four quarters should equal the amount in Box 2, Form W-3. o State wages: All W-2 s must include state wages in Box 16. o On the W-3, employee deferred 401K in Box 12 plus wages in Box 1(less any priest wages) must equal Social Security and Medicare wages reported in Boxes 3 and 5. o Federal wages reported in Box 1 must equal state wages reported in Box 16. Quarterly 941/Annual 945 Your fourth quarter 941 or 945, as applicable is due January 31, Issue the employee W-2s in the beginning of January. Allow a week or two to determine if changes are needed. Ensure the four quarterly 941s agree with the W-3 before issuing (as noted above). Keep a signed copy of your 941s or 945, as applicable. Payroll Deadlines January 31 st W-2s are due to employees (as mentioned set a target date of January 13 th ). January 31 st W-2 Copy A and the W-3 is due to the Social Security Administration. January 31 st The fourth quarter 941 or 945 as applicable is due. January 31 st Iowa quarterly withholding is due (this due date may vary). February 29 th The annual VSP (Verification of State Payments) for Iowa is due. o Iowa Department of Revenue site (efile & Pay). o Enter your 8 digit BEN #. Enter 0001 and your password. Click on Withholding (Your Permit Number appears). Click Continue. Click File Annual VSP Report January 1 to December 31, Enter total of the 4 quarters of 2016 Iowa Withholding. Click Calculate & Continue. Verify the total is accurate and Click SUBMIT. See for more payroll info.

8 Attachment TIPS FOR PROCESSING 1099s and 1096s IRS Filing Requirements for the 1099 File Form 1099-Misc for each contractor (individual, sole proprietor, partnership): o To whom you have paid at least $600 in services (including parts and materials) in the calendar year (Box 7-Non-employee compensation). Examples: Extra clergy that provide coverage in the pastor s absence (exclude mileage) Musician services, e.g., non-employee cantors, organists Religious education catechists that receive stipends Snow removal, mowing and grounds maintenance, church, school and other building (interior and exterior) and property repairs Professional services, e.g., bookkeeping/accounting, computer tech support... Other contracted services, e.g., non-employee cleaning/janitorial o That is not incorporated. You should have an IRS W-9 on file for each contractor that you do business with to support the legal business name and tax status. o The 1099 is also requires if at least $600 in rents (box 1), at least $600 in legal services paid to an attorney (even if a corporation) (box 7). o Note: Employees do not receive 1099s. All earnings must be reported on the W-2. If employees were paid bonuses or other amounts that are at least $600 outside of payroll, they do need a 1099, pay via payroll going forward. o Note: Nonemployee compensation must be reported in box 7. QuickBooks Preparations Preprinted IRS 1099 and 1096 forms are required to be used for printing the IRS 1099s and Forms downloaded from the IRS website are not suitable to use. If you ordered 1099/1096 forms from the Chancery office, these will be mailed to you the last week in December. If you didn t order forms, you can obtain them from your local CPA or accountant or purchase from an office supply store. Please review all payments in QuickBooks to ensure you have properly identified all independent contractors required to receive a 1099 and the amount shown on the 1099 is correct. Don t assume if the contractor does not appear, a 1099 is not needed. You simply may have incorrectly set up the vendor or preference in QuickBooks. Please call for help. Refer to our 1099 Instruction memo on in the Bookkeeper Manuals for instructions on the setup of the vendor record in QuickBooks. o This memo also provides step by step instructions for preparing the 1099/1096 forms for independent contractors and the issuance of W-2G and 1096 forms. o The IRS website at provides further guidance. Deadlines January 31 st 1099-Misc are due to independent contractors (As mentioned, set a target date of January 13th). January 31 st 1099-Misc Copy A and the 1096 due to the IRS January 31 st W-2G due to prize winners, note this should have been given when awarded. February 28 th W-2G Copy A & Form 1096 (only copy that goes with W-2G) due to IRS. Timeliness & Accuracy is priority #1 - Call our office with questions!

9 DIOCESE OF SIOUX CITY Office of Worship MEMO To: All Priests From: Fr. Lingle Date: 12/20/2016 Re: Lent and Holy Week With Christmas upon us, it is time to start thinking about the Season of Lent. I want to share with you several items to be aware of. The Rite of Election will be held on the First Sunday of Lent, March 05, The Bishop will celebrate the rite at Saint Mary in Storm Lake at 2:00pm and again at the Cathedral at 6:00pm. If you have candidates and/or catechumens, you can choose the location that is most convenient. Please remember to complete the registration information as soon as possible. The Light Is On For You confession campaign will take place on March 14, 2017 from 5pm to 7pm. More information will be made available on the diocesan webpage, including bulletin announcements, examination of conscience and other helpful marketing materials. In light of the Jubilee Year of Mercy we would encourage you to find other ways and times to make the Sacrament of Reconciliation readily available in your parishes. The Chrism Mass will be celebrated on Thursday, April 06, 2017 at 2:00pm at the Cathedral, the week before Holy Week. This is a change from previous years. More information will be forthcoming. The GIRM points out that the entire celebration of the Easter Vigil takes place at night. It should not begin before nightfall. And the Circular Letter Concerning the Preparation and Celebration of the Easter Feasts from the Congregation of Divine Worship notes that this rule should be taken in the strictest sense. A note from the USCCB states this: o The Vigil, by its very nature, ought to take place at night. It is not begun before nightfall and should end before daybreak on Easter Sunday. The celebration of the Easter Vigil takes the place of the Office of Readings of Easter Sunday. The Easter Vigil begins and ends in darkness. It is a nocturnal vigil, retaining its ancient character of vigilance and expectation, as the Christian people await the resurrection of the Lord during the night. Fire is blessed and the paschal candle is lighted to illumine the night so that all may hear the Easter proclamation and listen to the word of God proclaimed in the Scriptures. For this reason the Service of Light (Lucernarium) takes place before the Liturgy of the Word. We ask that you please keep these things in mind as you plan your celebration. It would be advisable not to begin the celebration of the Easter Vigil until or after 8:30pm, to ensure sufficient darkness. Please feel free to contact me in the Office of Worship if you have any questions BrentL@scdiocese.org Jackson Street P. O. Box 3379 Sioux City, Iowa Phone: Fax:

10 2017 Winter Newsletter Greetings from the Risk Management office in the Diocese of Sioux City. Attached is our winter newsletter which I hope you find interesting and worthwhile in reading. My hope is that the articles included will provide you with a reminder of things to do to PREVENT claims and thus lower premiums. Please share with those employees or volunteers that have responsibilities that relate to each article. The need for all of our parishes and schools to have a defibrillator is real. In my own parish we should have had one as we did have a parishioner go down during mass this past year and the ambulance was called. Feel free to reach out to me with any questions or suggestions. My goal is to prevent claims, not just pay claims. The Christmas season is a busy time for all of us. Take time to enjoy the real purpose of the season. Wishing all of you a very Blessed and Merry Christmas. Have a safe and Happy New Year!! Mark F. Wetz Claims and Risk Manager The Catholic Mutual Group (Diocese of Sioux City) mwetz@catholicmutual.org

GENERAL MAIL. BISHOP: 2019 Bishop s Scholarship to Briar Cliff University

GENERAL MAIL. BISHOP: 2019 Bishop s Scholarship to Briar Cliff University GENERAL MAIL WEDNESDAY, JANUARY 09, 2019 BISHOP: 2019 Bishop s Scholarship to Briar Cliff University CHANCELLOR: Special Collections 2019, 2020 PARISH ACCOUNTING/HUMAN RESOURCES: 2018 Year End Tax Information: