"Financial Management and IRS Compliance Assessment"
The Elocin Group 25 Knight Boxx Rd, Ste. #4103 Orange Park, FL 32073 Phone: 904-610-5879 / Fax 1-888-833-1779 E-mail: firstname.lastname@example.org Web: www.theelocingroup.com FINANCIAL MANAGEMENT AND IRS COMPLIANCE ASSESSMENT Please complete all sections marked with an X x A. CHURCH OR MINISTRY INFORMATION: President/Pastor: Affiliate Number: Corporate Name: # of planted churches under main church Street Address: P.O. Box: City: State: Zip Code: Telephone: Fax Number: Year Started: Contact Person: Contact Telephone: Best time to call: Federal ID #: Website: E-mail: x B. CHURCH AFFILIATION: Convention/Conference/Denomination Affiliation TEG has a referral program. Do you know of any other Pastors in your ministry that might benefit from our services? Yes No Does your Ministry have an email database of all your If so, please email their contact information to email@example.com. What is the best way to disseminate information to your State Churches and Leaders? C. BOOKKEEPING How does the organization maintain its current books and records? How often do you pay bills? Weekly/ Biweekly / Monthly / 1st and 15th etc? How many bills do you pay a month? Do you keep a current database of all Accounts Payables and Receivables? How many checking accounts do you possess? How many credit cards do you possess? What services are needed for the records and books of your ministry? How often do you require your reporting (i.e. profit and loss, cash flow, and balance sheet)? How often do you require access to your financial reporting (i.e. online, daily, weekly, monthly, or annual Do you require an annual audit? Are you required to file form 940/941? Are you required to file sales tax? If yes, how often? (monthly/quarterly/annually) PAGE 1 OF 12 D. PAYROLL PROCESSING Do you require payroll processing? (You can have as little as one employee) How often is your payroll cycle? (weekly/biweekly/monthly etc) Number of employees on payroll? Number of W-2 employees? Number of 1099 employees to include honorariums and guest Pastors making more than $600 annually? Do you require end of year federal tax reporting? E. WOULD YOUR MINISTRY OR ANY OTHER CHURCH AND/OR CHURCH LEADER BE INTERESTED IN THE FOLLOWING: x Church Lending (Purchase, Refinance, or Construction) Yes No Pastoral Retirement Planning Yes No Church Property and Casualty Insurance Yes No Key Man Insurance for Pastors Yes No Officers and Executive Insurance for Church Leaders Yes No Financial Empowerment Workshops for Churches and Members (Budgeting, Finance, and Insurance) Yes No PAGE 2 OF 12 PAGE 3 OF 12 PAGE 4 OF 12 PAGE 5 OF 12 Jacksonville, FL 32222 904-304-3222 PAGE 6 OF 12 PAGE 7 OF 12 PAGE 8 OF 12 PAGE 9 OF 12 PAGE 10 OF 12 PAGE 11 OF 12 firstname.lastname@example.org PAGE 12 OF 12