Manuals/Handbooks

Series — Box: 22

Identifier: Series 2

Staff Only

Scope and Contents

The manual appears to have been compiled by or for the new Leadership Team and Council, headed by Prioress Philomena McCartney, who took office in 1999 for a four-year term ending in 2003. Index lists the following: Congregational Organization (Current Personnel, Legal Consultants and Outside Consultants, Organizational Chart, Congregation Committees, and Liaison Responsibilities); Policies; Procedures; Guidelines; Budget Preparation; Funerals; Board of Directors; Trusts; Recommendations from Chapter 1999; Religious Institute and Its Corporation; and Financial Procedures. In addition to the contents named in the index, the Manual includes the following materials: Job descriptions (dated 1999) for Administrator of Centers of Hope: Fall River, Newburgh, Ossining; Administrator of Siena Hall; Archivist; Communications Coordinator; Community Life Coordinator; Congregational Treasurer; Coordinator of Holistic Health Services; Coordinator of Nazareth Community; Coordinator of New Membership; Director of Development; Director of Human Resources; Director of Infirmary, Fall River Center. Other materials in the manual: Guidelines for Alternative Investments; Donations; Recipients and amounts of of donations 1996 June - 1999 September; Recipients Removed From Donation List 1999; Guidelines for Plant Fund and Socially Responsible Investments; Philosophy of Ownership; Board of Directors 1999-2003; By-Laws Dominican Sisters of Hope, Inc. (1995); Sisters of St. Dominic Charitable Trust (Retirement Trust); Dominican Sisters of Hope Ministry Trust: Trustees 1998-1999 and Liaisons (DSOH) 1995-1999, Staff and Secretary; Table depicting the conduct of affairs of the Religious Institute in council and the business of the corporation within its corporate structure; Buchanan Ingersoll Workshop on Charitable Trusts for Religious Institutes -Legal Seminar (1992); CMSM.LCWR.NATRI Legal Seminar: Protecting Retirement Assets: Parts I and II (1996); letter from Deirdre D. Halloran, Associate General Counsel-U.S. Catholic Conference to Rev. Robert Yeager, Ex. Dir., Diocesan Fiscal Management Conference-U.S. Catholic Conference re exemption from FICA tax for religious women working in Church ministries (1998 August 6); Memo to CFOs from Ex. Director of U.S. Catholic Conference (1987 November 6) regarding "Reporting of compensation paid to Religious by Catholic institutions" with copy of IRS Rev. Rul. 77-290, 1977-2 C.B. 26 ; Leadership Financial Manual: DSOH Expense Departments - Chart of Accounts 1998-1999; reimbursement request forms; Various Financial Matters for Board Approval/Review; Monthly Routine Financial Matters for Board Approval; Dates to Remember/Things To Do 2000-2004; Glossary .