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Maintaining an Organization's Financial Information

This section discusses how to enter an organization's financial information.

Page Name

Definition Name

Navigation

Usage

Organization Financial Info (organization financial information)

AV_ORG_FIN_INFO

AV_ORG_FIN_INFO_W

  • select Contributor Relations, then select Constituent Information, then select Organization, then select Organization Information, then select Organization Financial Info

  • select Contributor Relations, then select Constituent Information, then select Workset, then select Workset Constituent Info, then select Organization Financial Info

Maintain information about an organization's financial history and other statistical information about the organization.

Access the Organization Financial Info page (select Contributor Relations, then select Constituent Information, then select Organization, then select Organization Information, then select Organization Financial Info).

Image: Organization Financial Info page

This example illustrates the fields and controls on the Organization Financial Info page. You can find definitions for the fields and controls later on this page.

Organization Financial Info page

Field or Control

Definition
Employee Count

Enter the number of people currently employed at the organization.
Alumni Count

Displays the total number of alumni who are employees of the organization. The system calculates the total of alumni based on both the number of work experience records and the number of relationships related to an organization ID. Define these relationships on the Person/Org Relationships page.

Stck Exch (stock exchange)

Select the name of the stock exchange in which the organization's stock trades, if applicable. Values are: AMEX, NASDAQ, and NYSE.

Symbol

Enter the stock exchange symbol under which the organization's stock trades, if applicable. You can enter up to 10 characters.
Description

Enter a description of the organization and the type of business it runs. You can enter up to 30 characters.
SIC

Select the Standard Industrial Code for the organization.
Fiscal Year

Enter the four-digit fiscal year for which you are recording financial information.
From Date and To Date

Select the from date and to date that define the fiscal year that you selected. The fiscal year should reflect the organization's fiscal year and not necessarily that of your institution.

If information on this page is entered in a currency other than base currency, the system calculates conversion based on the exchange rates on the date in the To Date field.
Revenue Amount

Enter the total amount that the organization received in revenues during the fiscal year.
Base

Click to convert the amounts on this page to your institution's base currency. The system converts the values by using the exchange rate that is in effect on the date that you selected. The button label changes to Entry. Click the button again to toggle back to entry mode, where you can change the values.
Expenses Amount

Enter the total amount that the organization incurred as expenses during the fiscal year.
Profit/Loss Amount

Displays the organization's profit or loss for the fiscal year that you selected, based on revenue minus expenses.
Assets Amount

Enter the total worth of all assets held by the organization during the fiscal year.
Liability Amount

Enter the total amount of all liabilities owed by the organization during the fiscal year.
Equity Amount

Displays the organization's total equity for the fiscal year that you entered, based on assets minus liability.
Source Description and Date

Enter the person or publication that provides organization financial information to your institution, and the date on which organization financial information was obtained.
Contributions Total

Enter the total amount of all contributions made by the organization to your institution and other entities during the fiscal year.