create an annotated bibliography with the completed research tracker attached.
|3/19/21||General search for the following: Not for profit and Government entity,||Used google search engine to retrieve selected government entity for CAFR Report and not for profit Company.||“Not for profits”“CAFR Government Entity in Maryland”||Keyword Search||Found the CAFR report for Harford County Government.Found the not for profits organizational link on Charity Navigator https://www.charitynavigator.org/index.cfm?bay=search.summary&orgid=18307.Found the 990 form for the not for profit organization https://thechildrenarewaiting.org/wp-content/uploads/2019/11/2018-Form-990-Public.pdf.||Found the documents I will use to start the reports for both projects.|
|3/21/21||General search for a sec 10k company and its filings||Looked on the U.S Securities And Exchange Commission website for my sec 10 k company||Sec Filings/ Finance||Keyword Search||Found a company on the sec 10 k website to do my project on. The company was United Health Group and its sec website address is https://www.sec.gov/ix?doc=/Archives/edgar/data/731766/000073176620000049/unh-20200930.htm.||Focused on the financial statements|
|3/29/21||What are the advantaged and disadvantages of company acquisitions and mergers?||Used google search engine||Looked under “Mergers & Acquisitions”||Keyword search||Found an article on Merging titled “Merger” by Marshall Hargrave Corporate Finance & Accounting> Mergers & Acquisitions https://www.investopedia.com/terms/m/merger.asp#:~:text=A%20merger%20is%20an%20agreement,segments%2C%20or%20gain%20market%20share||Used examples from this article to share the meaning of an acquirer buying 50% of a company’s stock. I took the initiative to highlight some cons associated with acquisitions.|
|4/5/21||What are the subsidiaries for United Health Group?||Sec.Gov Filings||Looked under “Reportable Segments”||Keyword search||Found the revenues for each subsidiary that falls under United Health Group||Took notes from this section.|
|4/11/21||MD&A related to disclosure and segments||Sec.Gov Filings||“Balance Sheet” “RevenueEarnings”||Keyword search||Found more information on revenues and earnings in regards to the subsidiaries.||Found financial statements to validate my observations.|
|4/19/21||Finding the functional currency for your corporations||Sec.Gov Filings||”Foreign Currency”||Keyword search||Found currency that United Health Care Group uses in the U.S and abroad.||Found information to use in the section of my report titled Foreign Currency|
|4/27/21||Are Partnership beneficial?||Google Search Engine||Tried “Partnership.”||Keyword search||Found a good articles on Partnership “Partnerships.” Kopp, Carol. https://www.investopedia.com/terms/p/partnership.asp||Need to find a way to incorporate this in my sec 10 k report.|
Kopp, C. (2021). Partnerships. Business > Business Essentials. https://www.inverstopedia.com/
A partnership is an arrangement between two or more people to
oversee business operations and share its profits and liabilities. In a general partnership company, all members share both profits and liabilities. Professionals like doctors and lawyers often form a limited liability partnership. There may be tax benefits to a partnership compared to a corporation.