Attached is a database started with the needed information. The most important function needed to be created is the Login Security Level (see details below) and the reports (see attached database for examples and details below).
Purpose: Maintain, track and report on non-for profit sponsorship requests.
Login Security Level
1. When user Login as “admin”: S/He will have full access to view, modify (add-edit-delete) all records
2. When user login as “User”: S/He will only have access to view s/his own records only . S/she reports & queries will only have access to their records.
1. Group report (for Admin access only) that contains information on all PA Administrator &Divisions. Report to have dashboard with charts that will compare amounts given to Categories, Divisions, & Nonprofit Organizations.
2. Individual reports that can be ran daily or quarterly that will provide PA Administrator, Division, Category, Nonprofit Organization, Reason for Contribution, & Amount. Providing a total amount at the bottom of the page . Also providing a dashboard with charts comparing categories.
Foundation request form to include:
Date: [enter/select from calendar] 1/12/2017
PA Administrator: [select from drop down] Norma Gutierrez , Lorraine Woodbury, Elyse Gresnick-Smith, Tameika Ortiz, Debi Gallo
Division: [select form drop down] Central Arizona (CAZ), Southern Arizona (SAZ), Northern Nevada (NNV), Southern Nevada (SNV), Corporate (CORP), California (CA)
Category: [select from drop down] Health and Human Services, Youth, Education, Civic, Arts and Cultures, Environment, Community Activities
Nonprofit Organization: [enter] Name “Example Education Org”
Contact Name: [enter] Name Example Jones
Local Address: [enter] Address, City, State, ZIP
Reason for Contribution: [enter] Detailed description on purpose for contribution
Amount : [enter] “$5000” Dollar amount requested
Website: [enter] [url removed, login to view]
Vetted: [check] Yes/No
Company Territory : [check] Yes/No
Ruling Year: [enter] Year ”1999”
IRS Determination Letter: [check] Yes/No
Form 990: [check] Yes/No
Annual Report: [check] Yes/No
Overhead Ration-Less than 35% Admin Fundraising : [Formula]=+(X2+Y2)/Z2] (see excel doc)
Admin Cost: [=V2] (see excel doc)
Services per $1: [=V3] (see excel doc)
Admin Expenses: (see excel doc for formula)
Fundraising Expenses: (see excel doc formula)
Total Expenses: (see excel doc formula)
Total Contributions: (see excel doc formula)