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Financial Performance Analysis Report

For the financial performance analysis report, every student must choose either a publicly traded company or a nonprofit organization to complete a semester-long project. The objectives of the report are as follows:

· Investigate target organization’s core business model, organizational structure, units, and practices (e.g., mission, visions, subsidiaries, revenue streams, and key projects) and issues (e.g., merger and acquisition, personnel, and risks)

· Analyze financial data and cases from a number of financial viewpoints

· Evaluate the organization’s financial position based upon what students have learned from this class.

The paper should include some information about the company/nonprofit organization in general: Who is this organization (e.g., leadership, management, founder, the board of directors, etc.)? Where is it located? How many locations? How long has it been in business? How many employees? What does it primarily do? What market sector is it in? Who are its competitors? What position does it have in the market (e.g., market share, contributions, grants, donations, and functional expenses)?

Second, you should provide your justification of why you selected the organization. Then, consider the following questions: what the company’s business operations are or what the nonprofit organization’s missions are; how they have performed in the last 12 months; why you feel they would make a good addition to an investment portfolio; how you think they will perform in the future; and other important financial data and information (these are just examples…the expectation is that you provide me with a complete snapshot or profile of the company or nonprofit organization you select). Use all of the information and financial terminologies contained in the readings and course materials for assistance with this report.

The final report will review how your organization performed over a given period (usually one year), based on the economic, financial, market, global, and other “environmental” factors. Next, try to use what you will learn to look at the organization through your newly acquired financial eyes. If you choose to target a publicly traded company, you must provide 3 screenshots that show the stock price of your company on 3 different dates throughout the semester. Get these from any website that can search stock prices by a symbol. What was the average stock price throughout the semester? How did the stock price change throughout the semester? Is there a justifiable reason for the changes that are company-specific, not based upon the overall market? What is the financial status of the company? For nonprofit organizations, you should obtain Form 990s and attached it to the final report. You can use several websites to obtain the documents. Then, you should analyze the financial performance of the chosen nonprofit organizations using some financial metrics.

The final paper should be at least 7 but no more than 10 pages in length (except for the title page, double spaced, and Times New Roman 12-point font) for this assignment. Please adhere strictly to the APA 7th edition reference text for the appropriate way to format and write this assignment.  

Point Breakdown

 

For For-Profit Organizations (Publicly Traded Companies)

 

1. Title Page and Table of Contents – 5 pts

· Create a title page following the APA style and format.

· Include section title and subtitle of your text and page numbers.

 

2. Introduction (Provide information about the company in general) – 10 points

· Who is this company? (e.g., Founder, CEO, original name); where are they located?; how many locations?; how long have they been in business (or what year it was established)?; how many employees?; and where are their headquarters?; just to name a few.

· Provide a brief snapshot of the company’s profile.

 

3. Business Model – 15 points

· Identify and describe their primary/core business (i.e., the parent company) and its revenue streams

· Identify and describe their subsidiaries (i.e., business units, segments/sectors, and/or brands) and their revenue streams

 

4. Financial Issues & Risk Factors – 15 points

· Identify financial issues (e.g., financial achievement or problem, merger and acquisition, personnel, new business, research & development) impacting current and future developments and financial performance of the company

· Identify risk factors that could affect current and future developments and financial performance of the company

 

5. Financial Position and Performance (Try to use what you will learn or have learned by the time you actually do it to look at the company through your newly acquired financial eyes) – 20 points

· Financial Statement Analysis (e.g., Income Statement, Balance Sheet, and Statement of Cash Flows)

· Financial Ratio Analysis (e.g., Price/Earnings to growth ratios, Earning Per Share ratio, etc.)

· Stock Price Analysis (e.g., average stock price and its changes throughout the semester)

 

6. Competitor Analysis – 15 points

· Identify competitors and select ONE major competitor

· Provide brief background information of the competitor and its position in the market by conducting financial performance analyses (i.e., financial statement analysis, financial ratio analysis, and stock price analysis)

 

7. Overall Evaluation – 5 points

· Provide the financial summary of the company

 

8. Future Trend – 5 points

· Predict the trend for this company in the next 5 years based upon your research (e.g., anticipate new business or new revenue streams which they can create in the near future)

· Provide your opinions (i.e., overall evaluation of the company through the project)

 

9. Appendices & References – 5 pts

· Include any information you feel the reader should have but not critical to put in the body of your report (e.g., any tables or figures you may use to present information, statistics, research data, etc.).

· Include a bibliography of any sources you referenced in your text (make sure to put everything in APA format).

 

10. Organization & Formatting – 5 pts

· Use of the template provided

· Grammatical errors and typos

· Readability of texts

· Use of formal language

 

For Nonprofit Organizations (NPOs)

 

1. Title Page and Table of Contents – 5 pts

· Create a title page following the APA style and format.

· Include section title and subtitle of your text and page numbers.

 

2. Introduction (Provide information about the nonprofit organization in general) – 10 points

· Who is this NPO? (e.g., Founder, the board of directors, president, original name); where are they located?; how many locations?; how long have they been in the nonprofit or voluntary sector (or what year it was established)?; how many employees?; what is its mission and vision?; just to name a few.

· Provide a brief snapshot of the NPO’s profile.

 

3. Nonprofit Management and Operations – 15 points

· Identify and describe the NPO’s primary/core financial resources and its fundraising events and activities

· Identify and describe its expenses and expense categories

 

4. Financial Issues & Risk Factors – 15 points

· Identify financial issues (e.g., financial achievement or problem, government support, personnel, clients, donor base, etc.) impacting current and future developments and financial performance of the organization

· Identify risk factors that could affect current and future developments and financial performance of the organization

 

5. Financial Position and Performance (Try to use what you will learn or have learned by the time you actually do it to look at the organization through your newly acquired financial eyes) – 20 points

· Financial Document Analysis (e.g., contributions and grants, program service revenue, functional expenses, balance sheet, etc.) using Form 990

· Financial Performance Metrics (e.g., Program Efficiency Ratio, Administrative Expense Percentage, Fundraising Efficiency Ratio, Liabilities to Assets Ratio, etc.)

 

6. Competitor Analysis – 15 points

· Identify competitors and select ONE major competitor

· Provide brief background information of the competitor and its position in the market by conducting financial performance analyses (i.e., financial document analysis and financial performance metrics)

 

7. Overall Evaluation – 5 points

· Provide the financial summary of the organization

 

8. Future Trend – 5 points

· Predict the trend for the organization in the next 5 years based upon your research (e.g., anticipate new programs or new revenue streams which they can create in the near future)

· Provide your opinions (i.e., overall evaluation of the organization through the project)

 

9. Appendices & References – 5 pts

· Include any information you feel the reader should have but not critical to put in the body of your report (e.g., any tables or figures you may use to present information, statistics, research data, etc.).

· Include a bibliography of any sources you referenced in your text (make sure to put everything in APA format).

 

10. Organization & Formatting – 5 pts

· Use of the template provided

· Grammatical errors and typos

· Readability of texts

· Use of formal language