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Financial Health Assessment
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Financial Health Assessment
Church Name*:
Name*:
Title/Position:
---
Senior Pastor
Executive Pastor
Associate Pastor
Controller
Bookkeeper
Board Member
Other
Email*:
1. How often do you look at financial statements?
---
Never
Randomly
Quarterly
Monthly
2. How many designated giving funds do you have?
---
None
1 to 3
5 to 10
Over 10
3. How soon after each month's end are the financial statements completed and available for review?
---
2-3 Weeks
4-6 Weeks
I Don't Know
4. What accounting software do you use?
ACS
Peachtree
Quickbooks
Other
I don't know
5. How would you best describe your Stewardship Committee or Advisory Board?
---
We meet consistently
We meet as needed
We don't have one
6. How well do you understand your financial statements?
---
Very Well
Ok, but it could be better
I don't understand them at all
7. Do you have an annual budget?
---
Yes
No
8. Which of the following best describes the one person responsible for the financial operations of your church?
---
Bookkeeper with no formal training
Bookkeeper with some technical training
College degree in accounting
C.P.A.
Don't know
9. Which of the following technologies do you use? (select all that apply)
Scan manual check donations to bank (a.k.a "remote deposit")
Electronic bill pay
Multi-user access to accounting software
Internet banking (bill pay, bank recs, wires, etc.)
Online giving
Electronic download of credit card transactions
Multi-user access to church management software
I don't know
10. Please select all that apply: Is the congregation informed on the financial operations?
No
Yes, annually
Yes, via monthly updated financials on website
