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Practices

Congregation Financial Assessment Practices Login/Sign Up

Leaders in your congregation can track its progress on healthy financial practices. This site will track your self-assessment of the congregation’s level of proficiency on each practice and give it an overall self-assessment score.

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Accounting

Your congregation's self assessment for each practice is marked with a check below.

Accounting system that can track income and expenses and produce reports

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Annual audit process

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Budgeting (accounting and narrative)

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Compliance with financial and accounting best practices

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Fund accounting including restricted fund management

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Process for counting, tracking and reporting donations

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

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Finance

Your congregation's self assessment for each practice is marked with a check below.

Cash management procedures and practices

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Debt management including capital campaigns

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Dealing with financial shortfalls

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Tax compliance on rental or business income

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Property management plan

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Computer asset management including hardware, software, and networking

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

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HR

Your congregation's self assessment for each practice is marked with a check below.

Benefits management (including housing allowance)

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Compliance with ELCA, state and national pay standards

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Payroll processing system including payment of withholding tax

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

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Risk Management

Your congregation's self assessment for each practice is marked with a check below.

Plan for data security and backups

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Risk assessment & management including adequate insurance

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Maintain property inventory

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

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Stewardship

Your congregation's self assessment for each practice is marked with a check below.

Annual stewardship plan (narrative budget, thank plan, campaigns)

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Understanding mission support

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

Provide expanded giving options

Don’t do the practice Do the practice and need significant improvement Do the practice and need some improvement Do the practice well

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Thank you for submitting your answers. We have prepared a dashboard where you can view assessment and the progress of your assessments over time.

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