4.5.14 Restricted vs Unrestricted Accounts
Apr 28, 2026
...New Designated (Restricted) Fund Submit a request to the Accounting Manager for review. The Accounting Manager will provide a recommendation to the Finance Team. All new designated funds must be formally approved before...
...l and fiduciary standards Any violation of this policy will be subject to review and may result in disciplinary action, up to and including termination.
4.6.1 Financial Reporting Expectations
Apr 28, 2026
...luded as needed based on oversight responsibilities. Expectations of Recipients Review reports promptly upon receipt. Monitor budget performance and identify any variances. Follow up on discrepancies or questions with th...
4.3.7 Reimbursement (Use of Personal Funds)
Apr 28, 2026
...naccurate financial reporting Approval Process All reimbursements require review and approval by the appropriate leader Accountability is critical; approvals confirm that expenses are appropriate and budget-aligned...
4.3.6 Receipt Documentation Requirements
Apr 28, 2026
...ounts Payable Audit & Compliance All receipts are subject to internal review and audit. Proper documentation protects both the individual and Crosspoint Counseling Center by ensuring transparency and accountabi...
4.3.5 Purchase Approval Authority
Apr 27, 2026
...eam). The ELT will submit the request to the Executive Pastor of Ministries for review. If necessary, the request will be brought to the DLT (Directional Leadership Team) for final approval. This process ensures fi...
4.3.3 Mileage Reimbursement
Apr 27, 2026
...form to Accounts Payable Approval & Accountability All submissions must be reviewed and approved prior to reimbursement. This ensures: Accuracy of reporting Proper use of funds Accountability across campuses I...
4.3.1 Accounts Payable Process
Apr 27, 2026
...nts Payable team Coding or ministry allocation should be included if applicable Review & Approval Accounts Payable verifies: Documentation completeness Proper approval Budget alignment Payment Processing Payment is i...
4.3.3 Budget and Mid Year Adjustments
Apr 27, 2026
...ing on meeting schedules Proper planning is required to allow adequate time for review and decision-making No assumptions should be made that funding is approved until the process is complete Emergencies Urgent nee...
4.3.1 Budgeting Process Overview
Apr 27, 2026
...nual budgeting process follows a structured timeline to ensure proper planning, review, and approval: January – Budget process begins January–May – Budget development, review, and revisions June – Final approvals and sub...
4.2.1 Understanding Our Tax-Exempt Status
Apr 27, 2026
...rimarily be used for ministry purposes. Outside groups using facilities must be reviewed by Director of Operations and approved to ensure alignment with IRS guidelines. Excessive commercial use of facilities can jeopardi...
2.5 Finance Team – Role and Responsibility
Apr 27, 2026
...mentation at any time to support financial accuracy and reporting Authorized to review and investigate financial activity as needed Ensures proper internal controls and compliance with established policies Holds ministri...
...t Church Provides leadership and alignment across all ministries and operations Reviews and approves all Playbook changes and organizational standards Ensures strategic decisions support the mission and future growth of...
2.3 Trustees – Role and Responsibility
Apr 27, 2026
...erty Stewardship of facilities-related risk and safety standards Management and review of general liability insurance coverage Ensuring campuses operate in a safe and compliant manner Trustees function at a high le...
2.1 Administrative Board – Role and Responsibility
Apr 27, 2026
...point Church Provides oversight across all ministries, campuses, and operations Reviews and approves recommendations brought forward by leadership teams and committees Ensures the church remains aligned with its mission,...
1.2 Policy vs. Guidelines What’s the Difference
Apr 27, 2026
...departments. Examples: Approved payment methods Tax-exempt usage rules Contract review requirements Guidelines Guidelines provide direction on how to operate. They allow for practical judgment while still aligning...
Vehicle Usage Guidelines draft 10 25
Apr 17, 2026
...records. Travel Distance Limitations Trips exceeding 1,000 total miles require review and approval by the Campus Executive Leadership Team. Rental alternatives must be considered to reduce fatigue, maintenance exposure,...
2026 2027 Budget Planning Schedule
Apr 17, 2026
...tes to the general budget worksheets. CPA Accountant and Director of Operations review and confirm the accuracy of the general budget worksheets. Director of HR completes updates to the salary planning worksheets. Tuesda...