QuestionQuestion

Find an organization of interest to you in the Public, Health, or Not-for-Profit sector to help with evidence, examples, or useful ideas for your weekly responses and your project papers. Book of Source is Financial Management for Public, Health, and Not-for-Profit Organizations by Finkler, Purtell, Calabrese and Smith.

Select a public, healthcare or educational organization that should be used for this Final Project which should address the key financial principles outlined in this course. If applicable you can use your current or a former employer:

The Project must be substantive, relevant, interesting and professional. Use exhibits freely. Your write-up of the final project should be typed, double spaced. (APA Style)

The paper must be at least 8 pages but no longer than 10 pages, not including an appendix, which will contain visual aids, cost breakdowns, etc. as appropriate to the subject and references. There should be a table of contents page at the beginning. The following must be included:

1. Introduction

2. Executive Summary

i. What is the organization’s business/industry

ii. A brief history of the organization’s economic, corporate governance and political health

iii. How is the company impacted by macroeconomic factors such as GDP, interest rates, tax laws, levels of employment, inflation/deflation and other population demographics

3. Situation

i. What makes this organization a success or failure and why? What are the issues? To answer these questions you must prepare a SWOT Analysis for the organization focusing on Financial Accounting issues

ii. Perform a review of the following:

a. The organization’s budget including capital budgets

b. Long-term financing and the impact on the organization’s products and services

c. Analysis of the organization’s financial statements (Income Statement, Balance Sheet and Cash Flow). You should compare the financial statements of the last two (2) full fiscal years.

iii. Based on your findings from the SWOT Analysis, how do these factors impact the organization’s financial performance?

iv. From the SWOT Analysis identify one problem (Threat or Weakness) and indicate what can be done to convert this issue to a strength or opportunity.

4. Recommendations (Important to utilize scholarly support for your recommendations)

i. Recommendations to address the major issues, and supporting reasons with scholarly references. Describe the solution/recommendation.

ii. What are the tangible/intangible benefits?

5. Impact

i. Provide the pros and cons to recommendations. If costs or economic evaluation are involved, then include them in the written document.

ii. Who is the change going to effect, and how will it affect them? How is it going to affect the organization?

6. Selection

i. List of measurements that management can use to follow implemented solution.

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These solutions may offer step-by-step problem-solving explanations or good writing examples that include modern styles of formatting and construction of bibliographies out of text citations and references. Students may use these solutions for personal skill-building and practice. Unethical use is strictly forbidden.

Introduction
Notwithstanding other managerial aspects, the success or failure of an organization is largely dependent on the viability of the financial structures and policies that act as the benchmarks to sustainability and future investment decisions. As such, it is possible to examine the position of an organization through a comprehensive examination of its financial management structure and its financial standings. The purpose of this study is to review the various financial management aspects that determine the competitiveness of public and non-for-profit organizations. For a comprehensive understanding of the variables, the author uses Yale University as the primary case study for the financial analysis.

Executive Summary
Yale University started in 1710 as colligate school to offer education to ministers and other government officials. In the initial stages of the school, where the management focused on serving civil servants, the school received operating capital from the USA government, volunteers, and sponsors. However, in 1718, the institution changed its name to Yale College as a strategy to increase the coverage and enrollment rates. Since 1718, the primary sources of revenue for the school include tuition fees, endowments and investments, gifts, grants, and discounts for services. The institution uses segmented investment approaches to diversify its financial sources making education its significant investment. Since the establishment, the organization has indicated economic growth for 87% of the total annual reports released (Yale University, 2014). Similarly, following its relationship with the government, the organization has had favorable corporate growth and highly effective investment policies....

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