Sie sind auf Seite 1von 3

Assignment # 3- The Budget

Reconfigure the attached budget to respond to one of the below


specific scenarios, assigned to each group by the instructor, using the
NASW Code of Ethics to help guide spending decisions.

The Scenario

Your group will reconfigure the budget to meet the challenge


presented by the scenario.

1. A major natural disaster strikes the community served by the


organization. Though the organization itself and its staff remain
unscathed, the community's infrastructure, services, and
economic and human capacity are severely harmed. It will take a
year for the community to rebuild, and the organization wants to
take a leadership position in helping rebuild.
The Assignment

Students will revise the budget according to the scenario assigned to


each group, write a paper with a narrative description of the revision

The paper should include these following sections, and be between 6


and 10 pages:

Concisely describe the organization's existing mission,


programs and budget. Describe the importance the budget
has on the organization's success (or not) in achieving its
mission(s).

Share the scenario assigned to your group; and given that


scenario, describe the group's goal (s) and objectives in making
needed changes to the budget in reaction to the scenario. In
other words, what is the group trying to do with its proposal?
Discuss the budgetary line items the group decided to cut
/ add / change (depending on the scenario). Draw
attention to line items that seem fixed and unchangeable,
as well as budget areas that seem more discretionary.
Share the rationale the group had for making these
decisions.

Compare the revised budget with the original budget, and predict
how the revisions will impact the organization. Describe the
trade-offs inherent in making each change compared with not
making it or making some other change. Assert why these
changes are the best options available to the organization, Cite
the NASW Code of Ethics where appropriate to support your
assertions
Narrative Descriotion of Agenpy : Effective Resident Services of California. Inc.
Incorporated as a 501c3 in 2001 , the agency provides on-site services to more than 4,500
low income families living in 18 affordable housing developments across the These services
are voluntary for the residents, and may include case management, after-school programs
(both educational and recreational), translation, employment-related (help finding a job,
practice dispute resolution, etc.), and general community-building (newsletters, movie nights,
etc.). The services are offered to residents for free, and are paid for by the owners of each
development to the agency. The programs are not evaluated, though resident satisfaction
surveys are sporadically done. There are many competitors for these types of resident
services, though the sector has not typically "poached" properties from competing agencies
(though there have been mergers).

The agency has 20 employees: five full-time managers (an executive director, a statewide
supervisor, and three regional supervisors), and 15 part-time staff who work on-site. The part-
time staff work about 20 hours per week each, at $15 per hour and have access to a low-
quality employer health plan (though of the staff with health insurance use the ACA's health
exchanges) and benefits like vacation (though. prorated depending on how many hours are
worked). Tumover amongst the part-time staff can be as high as 75% per year.

The agency is lead by an executive director, located in a headquarters office in the southern
part of the state. Basic ofice administration (payroll services, et al) are performed by outside
contractors. Reporting to her is the statewide supervisor, whose office is also located in the
headquarters but is often visiting the individual developments across the state. Reporting to
him are three regional supervisors, two of whom have shared office space in the headquarters
but all of whom are continually "out in the field" overseeing the six developments. They often
"work from home" as well. The 15 front-line staff work from office space (sometimes a table in
the comer of a meeting room) in the individual developments, about four or five hours a day,
with telephone and computer access.
1
Effective Residential Services of California, Inc
Proposed 2016 Budget %
total
bud
Income
get
Donations (private) 80,000
TOTAL
8%
205,000 20.5
Foundations 75,000 7.50 0%
TOTAL PROGRAM COSTS
Government Contract(s) 200,000 % 753,000 75.3
Interest Income / Misc 10,000 1% 0%

Services Fees (paid by prop owners) 635,000 63.5


0%

100
Direct Program Costs %
TotalCashReciepts
payroll, taxes for 15 p-t staff 322,000 32.
20
%
programs/activities (to 3,500 families) 138,000 13.8
TOTAL 460,000 0%

Statewide Program Costs


salary. taxes, health for state supervisor 73,000 730
%
meats, entertainment, conferences 10,000 1%
transportion (throughout CA) 5,000
TOTAL 88,000 8.80
%
Regional Program Costs
payroll (3 regional supes, incl. tax, health) 190.000 19
%
training 3,000 meals & entertainment 3,000
transportation 9,000
General and
Administrative
salary, taxes, healh foc Exec Dir. 135,000 13.50%
training I conferences 5,000
rent (for HDQ) 36,000 3.60%
insurance (D&C), liability) 13,000 1.30%
consultants (IT, audit) 14,000 1.40%
office (phone, copier, computer) 17,000 1.70%
transportatlon 5,000
meals & entertainment 5,000

-10,000
5,000

TOTAL EXPENDITURES 998.000 99.80%

Net Cash Flow 2,000

Ex . sur lusfram 2015 50,000 Ending Cash exp 12/31/16 52,000

Das könnte Ihnen auch gefallen