Summarize your organization’s KEY financial and marketplace PERFORMANCE RESULTS by CUSTOMER or market SEGMENTS, as appropriate.

Include appropriate COMPARATIVE data.

Provide data and information to answer the following questions:

7.3a. Financial and Market Results

(1)      What are your current LEVELS and TRENDS in KEY MEASURES or INDICATORS of financial PERFORMANCE, including aggregate MEASURES of financial return and economic VALUE or budgetary measures, as appropriate?

(2)      What are your current LEVELS and TRENDS in KEY MEASURES or INDICATORS of marketplace PERFORMANCE, including market share or position, growth, and new markets entered, as appropriate?

Note:

N1. Responses to 7.3a(1) might include aggregate MEASURES such as return on investment (ROI), asset utilization, operating margins, profitability, profitability by market or CUSTOMER SEGMENT, liquidity, debt-to-equity ratio, VALUE added per EMPLOYEE, and financial activity MEASURES. MEASURES should relate to the financial management APPROACHES described in Item 6.2. For nonprofit organizations, additional measures might include performance to budget, reserve funds, cost avoidance or savings, administrative expenditures as a percentage of budget, and cost of fundraising versus funds raised.

For additional description, see 7.3 Financial and Market Results Description.