Please create an annotated bibliography with the completed research tracker attached. Please use the attached research tracker as the resource of the annotated bibliography. Thanks
| 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. | |
Annotated Bibliography
Kopp, C. (2021). Partnerships. Business > Business Essentials. https://www.inverstopedia.com/
terms/p/partnership.asp
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.
