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Housing Opportunities for Persons With AIDS (HOPWA) ProgramConsolidated Annual Performance and Evaluation Report (CAPER) Measuring Performance OutcomesOMB Number 25060133 (Expiration Date: 11/30/2023)The
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Gather all financial and non-financial data for the reporting period.
02
Calculate the performance indicators to be included in the report.
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Who needs consolidated annual performance?

01
Government agencies and regulators may need consolidated annual performance reports to monitor the performance of organizations under their jurisdiction.
02
Investors and shareholders may use consolidated annual performance reports to assess the financial health and performance of a company.
03
Non-profit organizations may need consolidated annual performance reports to demonstrate the impact of their programs and activities to donors and other stakeholders.
04
Internal stakeholders such as management and employees may use consolidated annual performance reports to track progress towards organizational goals and objectives.
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Consolidated annual performance refers to the comprehensive assessment and reporting of an organization's financial performance over a year, incorporating all subsidiaries and components into a unified set of financial statements.
Entities with multiple subsidiaries or those that operate under a parent company structure are typically required to file consolidated annual performance to reflect the overall financial position and results of the entire group.
To fill out consolidated annual performance, gather all individual financial statements from subsidiaries, eliminate intercompany transactions, and merge the data into a single comprehensive financial statement that complies with applicable accounting standards.
The purpose of consolidated annual performance is to provide stakeholders, including investors and regulatory bodies, with an accurate representation of the financial health and performance of a parent company and its subsidiaries as a single entity.
Consolidated annual performance must report financial data such as total revenue, net income, expenses, assets, liabilities, and equity for the entire group, along with notes explaining significant accounting policies and any changes.
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