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Identify an existing organization, can be a government agency, corporation or a not-for-profit organization, with some available financial documents, preferably audited financial statements, sec filings, annual reports, and/or form 990s.
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Identify an existing organization, can be a government agency, corporation or a not-for-profit organization, with some available financial documents, preferably audited
financial statements, SEC filings, annual reports, and/or form 990s. Using those documents and
comparisons to other documents, both prior periods for the selected organization and from 2
to 5 peer organizations, identify key elements of its financial condition. At a minimum, this
should include ratio analysis that addresses at least five distinct analytic goals, makes
comparisons to benchmarks, evaluates your organization’s performance relative to peers, and
addresses changes over time. Other forms of financial analysis may also be incorporate, if
beneficial, such as conducting break-downs of revenue or cost line-items, conducting return on
investment calculations, or other relevant types of analysis. Based on this analysis, make
recommendations for how the organization might improve its financial position.
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