Seniors’ Resource Center-Exhibit A (Investment Policy): Risk Tolerance
SRC views itself as a low/moderate risk taker with regard [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Time Horizon/Volatility
For the purposes of planning, the time horizon for most [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Investment Objectives
All invested cash shall be managed to achieve the following [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Responsibility
The Board of Directors shall designate amounts to invest upon [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Goal
The goal of investing shall be a prudent, optimum utilization [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Purpose
The purpose of these policies and procedures is to establish [...]
Seniors’ Resource Center – Financial Management Policies: Tax Reporting
The Agency is exempt from federal income taxes under Section [...]
Seniors’ Resource Center – Financial Management Policies: Document Retention
Financial documents are retained for a period of time in [...]
Seniors’ Resource Center – Financial Management Policies: Confidentiality and Records Security
Financial records are restricted materials with limited access. Only the [...]
Seniors’ Resource Center – Financial Management Policies: In-Kind Donated Goods and Services
The Agency receives in-kind contributions in the form of goods, [...]