MGMT 445 Organization Design & Change: Start Here
Places to Start Research
- Company Website: company history, mission/vision/value statements (as available),10-K (for public companies) and annual reports (if available), other policy type documents (e.g., CSR/sustainability reports), media/news/press releases.
- Company Profiles in library databases: history, news, financial performance (if public), competitors, etc.
- Private Companies: information on public companies is much more readily available than info on private companies or subsidiaries.
- Nonprofits: check out the Nonprofit Sector research guide.
Finding 10-Ks and 20-Fs
Different ways to search for company filings
- Company's website (usually under Investors or Investor Relations); or google [company name] 10k
- EDGAR search options: Filings search tool of the SEC.
** 20-F: annual SEC filings by certain foreign corporations traded on US exchanges.
Annual Report & 10-K
While the term "annual report" is often used to describe either a Form 10-K or an Annual Report to Shareholders (or ARS), there is a difference.
A public company's 10-K (or 20-F for certain foreign companies) is an excellent source of information on its business, strategies, risks, financials, and more. It presents the company's point of view on its current condition and future direction. Other SEC filings reveal important information as well. ** Private companies or subsidiaries are not required to release detailed financials, and therefore don't need to file 10-K (annual report), 10-Q (quarterly report), etc.
Corporate Family Tree
Executive Organizational Charts
Companies (even public ones) are not required to disclose their organizational charts. Top-level executive names may be available on company websites and in their proxy statements (for public companies), and company profile databases (e.g., LexisNexis).
The following sources may provide specific charts for select companies:
- Search article databases or google [company name] and "organization chart" (or "organizational chart", or "organizational structure")
- Request it from the company; explain why you need the information and how you'd use it (e.g., educational purposes, term paper, etc.).