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General Standards

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Stewardship
Stewardship

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Expense Category

Summary of Allowable Costs

Key Reminders

Counselor Supervision Fees


Available for counselors who require someone to supervise their counseling as part of a mentor/training program.


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Note

Key Change in Standard: Reliant no longer needs the field worker to collect a W-9 from a vendor (for Reliant to send the vendor 1099 for that year) if the vendor is paid by the Reliant field worker (in the form of reimbursement) and not sent payment directly from Reliant. 



Counselor Dues and Subscriptions 

For those counselors who have dues or fees for professional counseling organizations that provide support, resources, and/or training for licensed professional counselors.



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Example: American Association of Christian Counselors (AACC)


Counselor Liability Coverage 

For those counselors who desire additional liability coverage. 



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Additional liability coverage may be submitted taxably through an ERB for the hours that are worked for Reliant (not as a private business or practice).

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titleImportant Reminder

Reliant's current coverage is $1 million per claim, with a total aggregate annual limit of $3 million.

Premiums for one year in excess of $1,000 would require pre-approval from Reliant management.




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Coaching, Counseling, and Spiritual Direction
Coaching, Counseling, and Spiritual Direction

Coaching, Counseling, and Spiritual Direction Expenses

(Relevant to all Reliant Field Workers)

Reliant acknowledges the need for field employees to have access to resources that help them thrive in the context of their ministries. Among the variety of resources that are available to employees, we want to highlight the proper paths one should consider when seeking to recover expenses related to coaching, counseling, and spiritual direction.

Note

For coaching, counseling, and spiritual direction expenses, employees must submit a detailed receipt from the service provider that includes the provider's name, date of service, and the applicable charges. When submitting, a description of how the session's content applies to the worker's job description must be included in the form.


Expense CategorySummary of Allowable CostsKey Reminders
Coaching

Reliant field workers often seek outside instruction for ongoing ministry and development in their role. These may be temporary, such as during a sabbatical or role transition, or ongoing and should be discussed with one's local supervisor or program team to confirm the coaching is necessary for maintaining and improving skills needed for the worker's role.

Expenses related to coaching, as described above, are considered professional fees and can be recovered non-taxably through the standard reimbursement submission process. 


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Example: A Reliant employee has determined that they would like to achieve a higher quality of work in a certain area of their job description, such as one-on-one discipleship, teaching, etc. In order to help reach this goal, the employee meets twice with an outside third party who helps them figure out how to elevate their performance in the job area in question. These coaching expenses are considered professional fees and can be recovered non-taxably through the standard reimbursement submission process. 

Job-related coaching can include receiving equipping in areas such as time/task management, ministry skills, leadership development, etc. 


Counseling

Personal counseling (counseling concerning issues and needs not related to one's role with Reliant) is not eligible for expense recovery via a reimbursement for ERB. Short-term personal counseling is available through Reliant's Employee Assistance Program. Additionally, employees who are enrolled in Reliant's insurance are welcome to cover counseling expenses through HSA funds. 

Personal development needs that are related to or impact an employee's role with Reliant, that have been recommended, required, or approved by one's local supervisor or program team are now recoverable through an ERB, with tax implications. These can include expenses related to professional counseling, biblical counseling, spiritual direction, marriage counseling, and family counseling.

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titleExpense Recovery Bonus (ERB)

An Expense Recovery Bonus (formerly known as a taxable reimbursement) is applied when the submission of expenses does not qualify for reimbursement under IRS guidance. These will take the form of a bonus, which will be treated as additional taxable wages (compensation.) Since only paid employees can receive a taxable bonus, associates are not eligible to submit a request for an ERB or any expense with a taxable component.



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Example: A Reliant employee is struggling though an issue that is either tangentially or directly related to their job description. In the event that the circumstances in question are causing aspects of the employee's personal and/or work life to be impacted adversely, the local supervisor or Program Team can advise professional counseling to address the issue. Upon recommendation and approval of the local supervisor or Program Team, expenses related to professional counseling are eligible for recovery through an ERB, with tax implications.

Formal approval from the supervisor is not required. Workers will attest on the submission that the local supervisor, MTD coach, or Program Team has been made aware of this need and has given their approval for related expenses to be recovered.


Spiritual Direction

Expenses relating to spiritual direction that relates directly to one's role with Reliant are now also recoverable through an ERB.

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titleKey Changes

Note that this is a change implemented due to the personal nature of spiritual direction, which requires the taxable component that is met through an ERB.



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Example: A Reliant employee finds themselves at a crossroards in their professional career, with a weighty and significant decision looming. In order to help them determine which path to choose, the employee meets once a week, for one month, with an outside third party who helps them discern God's will and the leading of the Holy Spirit in this particular matter. 

Due to the personal nature of spiritual direction, the expenses incurred are recoverable via an ERB, with tax implications.



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titlePersonal Development vs. Professional Development

Personal development refers to activities and efforts that enhancing the employee's overall well-being, self-awareness, and personal skills. These can encompass a wide range of activities and may include but is not limited to professional counseling, biblical counseling, spiritual direction, marriage counseling, family counseling, and coaching related to aspects of life outside of the employee's ministry role. As established above, most personal development expenses are not recoverable through a reimbursement or an ERB. Some of these services can be recovered through an ERB with attestation that the service is crucial for the betterment of your professional job description. 

Professional development focuses on activities and efforts aimed at enhancing the employee's job-related skills, knowledge, and competencies. These are critical for career growth and may include but is not limited to job-related coaching (time/task management, ministry skills, leadership development, transitions, language learning), professional mentorship, debriefs, and pre-launch self-awareness training (International). These coaching expenses can be recovered through a standard non-taxable reimbursement.