I've attached a document of the assignment. This assignment involves searching up the organization and finding the required information using the financial/informational documents they make available to the public on their website.
For the final project you are going to be looking at an organization and answering questions and doing research on the organization by looking at many of it's documents. This is the organization: Interfaith Community Services (ICS) in Tucson Arizona. (A hint is to start at the webpage for the org). For the following questions, give me the document you are using to pull this from and any information you feel is pertinent to document the information (for example, if I ask for a ratio, I may say that I use the audited financial statements, page 4 and how I calculated it). I will post the ratio page we've used in the past - so that you have those available also. What I am interested in is where to find information and how to use that information to assess an organization (answering the questions). Questions: (These are questions about the organization) 16. Who influences ICSs strategic plan? 17. What years is the current strategic plan covering? 18. How many years does the strategic plan cover? 19. What are the 6 strategies of ICS in the strategic plan and are they something you can see is or isn't being met, based upon other information in the website and/or annual report and/or financial reports? 20, What "dashboard" and "scorecard" type information is provided in the annual report? 21. What financial information is provided in the annual report? 22. What social accounting type information is provided in the annual report? Who would you say it is geared towards? 23. What is the largest use of their volunteer time, per the annual report? 24. Does the financial information (on page 22) of the annual report equal the audit and the 990? 25. What major checks and balances does ICS say they put in place to honor transparency and full disclosure? 26. Who would you contact if you had further questions about financial matters? 27. What percentage of expenses is spent on program costs? 28. How long after the fiscal year end was the most recent audit available done? 29. On the statement of financial position, did current assets increase or decrease from 2018 to 2019? 30. On the statement of financial position, did restricted net assets increase or decrease from 2018 to 2019? What does this mean? 31. On the statement of activities, what are their main income sources? 32. What was the total increase in net assets for the year 2019? 33. What was the program with the largest amount of expenses? 34. Per the Statement of Cash Flows, How much cash was provided/used by operating activities in 2019? 35. For 2019, per the Statement of Cash Flows, how much money was spent on for purchases of property and equipment? 36. Per the notes to the financial statements, where is the endowment that ICS has, held? 37. Per note 5 to the financial statements, how much did grants receivable increase between 2018 and 2019? 38. Per note 12 of the financials, what kind of retirement plan does ICS offer? 39. What was the largest in-kind contribution category for 2019? 40. Are there related party transactions in 2019? 41. Who prepared the 990? 42. What is the fiscal year start and end? 43. Total revenues for 2019? 44. Did any of the members of the board get paid? 45. Total Assets of CSI at the end of the 2019 fical year? 46. What is the net income from the fundraising event (hit - Schedule G of the 990) 47. What Seal of Transparency Rating does ICS have from Guidestar.org? 48. What are the 7 programs Guidestar lists for ICS? 49. What 990s are available on Guidestar? 50. Under the Operations Tab on Guidestar, what are the 5 board leadership practices ICS has? 51. What Board demographics does ICS track, which do they not track? 52. What star rating does ICS have with Charity Navigator? 53. What is the overall score and rating of ICS at Charity Navigator? 54. What did the CFO earn in 2019? 55. What was the Current Ratio for ICS for 2019? 2018? What does this tell you? 57. What is ICSs largest income type? 58. Total income for 2019 was $7,730,632. What is the reliance ratio? What does that tell you? 59. What are some things that really work about their website, in your opinion (what would you model after) 60. What does not work? What would you change?