648 Management for Community and Social Services (Financial Analysis of Not for Profits)

You a re expected to   ha ve   well    th ought   out   a ns wers a s th is    is a tak e    home
exa m   and you ha ve   acce ss    to   a ll   of your   m a te ri a ls .    Your   exa m   should be a
no more than 15 . There is no m inimum of how   m a ny references you a re
requ ir ed to   ha ve.     Use editorial and referencing styles as specified in the APA Publication
Manual 6
th
Edition ( http://apastyle.apa.org/ ).     .

Shor t Def initions: define th e f ollow ing conce pts and give exa m ple s fr om lectu re , f ield
exper i ence , or past w ork experien c e. Cho ose 4 f or 5 pts each.

Com parat ive /Com pet itive Adv antage.
Respons ibili ty Centers.
SW OT Ana ly sis
Managed Care
The Nature of 501c(3) organi zat ions
Miss ion Statem ent

Shor t Ans w er (Budgeti ng): Pleas e answ er the foll ow ing questions. You shou ld use exam ples
f rom lectu re , re adings, field exper i ence , and /or assignm ents. CHOOSE TWO FOR 10
POINTS EACH .

1.   Us ing the   fo ll owing revenue and expense da ta,   cons truct   a li ne   it e m budget for this
agen c y. Does the   budget   ba lance? If no t, what expenses   might yo u cut in order to
ba lance the budget and why?    What additi onal infor mat ion would be he lpful? ?

Foundati on grant 150,000 Execu ti ve Director 90,000   Govern men t Contracts 100,000   Finance
Manager 45,000   Third Part y Paymen ts (revenue)   70,000 Secretar ies 70,000 Program I
Inco me 20,000   2 Social Workers 160,000 Fund R ai sing Dinner Donati ons 20,000 COPA
In tern 20,000   Tra ining Expenses 30,000 Donati ons 40,000   Off ice Suppli es 5,000   Investment
Inco me 20,000   Telephone 30,000 Suppli es 20,000 Facili t y Expenses 30,000 Travel 30,000
Postage 15,000 Equipment 20,000
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2.   Suppose that as a director of a human serv ices agen c y that had alwa ys been suppor ted b y
federal funds, you learned that you r fund ing was going to be cut dras ti ca ll y because of
an economic cr isis.   How would yo u propose to ad j us t your budget so that it balances ?
For exampl e, would you concentra t e you r effor ts on f ighti ng the cu tbacks, planning for
more li mit ed progra mmi ng, or culti va ti ng other revenue streams?   Describe what steps
you would need to take, depend ing on you r chosen stra teg y (or s tra teg ies).

3.   The use of var ious budgeti ng methods are import ant for d ifferent reasons wit hin human
serv ice agencies. Brief l y define, then co mp are and   con trast li ne it e m budgeti ng,
performance budgeti ng, and incre men ta l budgeti ng and the ir uses wit hin an   organiza ti on.
Make sure you discuss the streng ths, weakness es, and   appli ca ti on of each budget t yp e.

Shor t Ans w er (Managem ent Model s): Pleas e answ er tw o of th e f oll ow ing questions. You sh ould
use exam ple s f rom lectu re , re adings, f iel d exper i ence , and assignm ents. CHOOSE TWO FOR
15 POINTS EACH

1. Descr ibe the Compe ti ng Values Fra mework, explaining the core concep ts of this
approach. Also, describe which of the four quadrants in the Compe ti ng Values
Framework yo u are most dominant in and describe why yo u think so. Fina ll y,
identi f y which of the four quadrants yo u feel yo u need the most deve lop ment in
and how you migh t streng then you r ab iliti es in this area.

2. The stra teg ic planning process is essenti al to successful organiza t ions. What are
the co mpone n ts of the stra teg ic planning process? How has an agen c y from you r
f ield or work exper ience de monstra ted the stra teg ic planning process (be
spec if ic)? How might they benefit from the process?

3. Ma n y organiza ti ons on the west coast use Gall op’s streng ths based manag emen t
and the streng th f inder anal ysis. Name another measure used for f inding
personali t y (or s treng th) tra it s that is co mmon l y used in other areas of the US for
personal and profess ional deve lopmen t and buil ding tea ms.

4. Brief l y define and then co mpare and contrast streng ths -based manag e me nt and
hierarch ic al manag e me nt (top down).

Fi nan cial Analy sis: 30 poin ts

Assess the f inanc ia l sit ua ti on of this agen c y na med Mother’s Club Fam ily Learning Center .
Your anal ys is shou ld inc lude the use of a ll seven f inanc ial ra ti os (show comput ati ons). What
observati ons can you mak e about this organiza ti on? What types of reco mme ndat ions can you
mak e for this organiza t ion in order for them to improve, main tain, or change? How does this
f inanc ia l evalua ti on he lp you assess this organiza ti on? How does this kind of eva lua ti on reflect
the goals and progra mmi ng of the agen c y? What are the weaknesses in this t yp e of a ssess men t?
Contex tua l ize yo ur an swer in what you know of the agen c y, co mmun it y, and cli en ts.
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Documen tat ion to he lp yo u answer this secti on inc lude:
1. Descripti on of the organiza ti on’s miss ion and vision
2. Descripti on of the organiza ti on’s ke y progra ms
3. 2008 S tate men t of Acti viti es
4. 2008 B al ance Sheet

Miss ion
Mothers’ Club Famil y Learn ing Center prepares fa mi li es li ving in iso lati on and povert y to
succeed in school and in li fe. We promote strong parent-ch il d re lati onsh ips and encourage
fr iendship and mutu al support among mothers through our educa ti on progra ms and soc ial
serv ices, there b y crea ti ng a stronger co mmunit y for a ll fa mi li es.

Mothers’ Club is buil t on two guiding pr inc iples: in order for s ignif icant, long-term change to
occur wit hin a fa mil y, yo u must reach both parent and ch il d and educate them together; and, the
most criti cal ti me to reach a fa mil y is when ch il dren are proven to be most vulnerable and
impr essionab le, be tween birth and 5 yea rs – old.

Vi sion

All ch il dren in our co mmunit y wil l be nurtured and educated during the f irst f ive yea rs of
the ir li fe. The y wil l deve lop healt h y bonds wit h the ir parents and teachers, and en ter
kindergarten ready and ab le to learn.
Every m other in our co mmunit y wil l be prepared for her ro le as her ch il d’s f irst and most
inf luenti al teacher. She wil l know that she is never alone as a parent, and that she is a li fe –
long learner.
Fam ili es wil l work together to improve the quali t y of the ir li ves. They wil l be connec ted to
our schoo ls and co mmunit y, and wil l be ac ti ve, contributi ng me mb ers of societ y.

Scope of Current Program s

Mothers’ Club fu lf ill s it s miss ion b y prov iding FREE progra ms to low-income, at- risk fa mil ies
wit h ch il dren ages 0-5. In a ll progra ms, parents and ch il dren learn side by s ide, increas ing the
sk ill s and knowledge of both genera ti ons and there b y increas ing the li ke li hood that ch il dren wil l
succeed in school and down the road, break the c yc le of povert y. We are now serv ing more than
100 paren ts and 115 ch il dren in three progra ms:

Our core Fam il y Literacy Program is offered Monda y- Frida y from 8:30a m – 12pm, for 11
months during the ye ar , and serves 70 parents and 76 chil dren each ye ar . Whil e ch il dren
benefit from our quali t y ch il d deve lopment progra m, moth ers learn parenti ng and leadership
sk ill s, increase the ir own lit erac y sk ill s, deve lop fr iendships and a ne twork of suppor t, and
rece ive an array of support serv ices to benefit the whole fa mil y. The average fa mil y att ends
the program for two or mor e yea rs.

Fi rst Connections is offered Monda y- Frida y from 1:00- 4:30pm yea r round and serves
approx i mat el y 22 parents and 24 infan ts/t oddlers. This program is a co ll aborati on wit h the
Center for Co mmun it y and Famil y Serv ice’s Ear l y Head Start progra m. In add iti on to a high-
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quali t y infan t/t oddler progra m, parents deve lop parenti ng and li fe sk ill s, whil e deve loping
co mmu nit y among mo thers, and streng thening the earl y bonds be tween moth ers and the ir
babies.

Our newest program is for Teen Parents on Thursda y af ternoons. This 10-week class is
offered three ti mes throughout the ye ar . Most of the yo ung parents are enro ll ed in Learn ing
Works, a Pasadena Charter School for d isenfranch ised yo ut h who are working towards the
GED. We wil l serve be tween 10 and 20 teen moms and the ir babies each trimes t er.

Extr a Cre dit: 5 points

Select a measure that assess es tra it s re lated to streng ths, va lues, personali t y, etc. Disc uss you r
personal assess men ts/r esult s.

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