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# System prepended metadata

title: Finances Tab
tags: [cois-documentation]

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# Finances Tab

Last updated: 2023-01-16
URL for this page: https://hackmd.io/@investinopen/COIs-finances-tab
URL for site: https://hackmd.io/@investinopen/COIs

## Purpose
To describe broadly how the organization providing the service is funded based on available information (source indicated on the charts). 

## Elements
* **Primary Funding Source** - Indication whether primarily funded through program service revenue or contributions, including grants, gifts, and donations  *(determined from information provided by the organization)*
* **Total Revenue and Expenses** - Chart of the total revenue with the total expenses *(reported by the organization)*
* **Total Assets and Liabilities** - Chart of the total assets with the total liabilities, as well as the net liabilities when these are both taken into account *(reported by the organization)*
* **Contributions, Gifts, and Grants vs Program Revenue** - Chart of revenue from contributions (grants, gifts, and donations) with program service revenue *(reported by the organization)*
* **Investment Income vs Other Revenue** - Chart of revenue from investment income with other revenue *(reported by the organization)*
* **Top Granting Organizations** - Alphabetical list of funding organizations with verified contributions to the organization *(reported by the organization and funders)*
* **Number of Members or Sponsors** - Number of members or sponsors describing the support base for the operation of the service *(reported by the organization)*
* **Self-ranking Importance Measures** - Based on our [survey of service providers](https://github.com/investinopen/hidden_costs_materials/blob/main/materials/pre-interview-questionnaire.md) prior to interviews. *(reported by the organization)*
    * **Funding Sources** - Self-ranking of the reliance  the organization has on each funding sources listed
    * **Cost Percentages** - Self-ranking of the relative percentage of the budget going to each of the costs listed. Answers didn't need to add to 100%

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## See also
* Archived copy of this page (via the Internet Archive's Wayback Machine): https://web.archive.org/web/*/https://hackmd.io/@investinopen/COIs-finances-tab

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This page first published: 2022-05-08

###### tags: `cois-documentation`

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