PARTICIPANT'S DEMOGRAPHICS

Demographic information on program participants is critical for reporting. IDA Manager allows you to generate reports of specific interest such as percentage of African American women with at least high school diploma that graduated from the IDA program in last quarter. The following demographic information is captured and tracked by the system

• Basic Information: Gender, year of birth, ethnicity, marital status, number of children, highest level of education, employment status, number of adults living in the household, place of residence (urban/rural), etc.
• Background Information: History of participation in programs such as TANF/AFDC/SSDI, specific breakup information on monthly gross income of the household, history of participation in other IDA programs
• Assets and Liabilities Information: Detailed information on all current assets and liabilities of the member (ownership of car, house, business, property, land, etc.)

COMMUNITY BASED PARTNERS

You can record information on unlimited community based partners and associate them with members/clients of your IDA program. You can also record and track information on referral managers at the partner organizations. If you do not deal with community partners for your IDA program you can just disable this functionality in the system.

MULTIPLE GRANTS

You can track unlimited grants or funds in the program. A status table displays real time data on the breakdown statistics of every fund in your program. Information on original dollars sanctioned, committed dollars, uncommitted dollars, and paid dollars is tracked for every grant/fund.

FLEXIBLE MATCHING RATIOS

IDA Manager offers a flexible matching ratio for every deposit made by a member. You can change the matching ratio for selected months or opt for a fixed matching ratio until the member graduates. You can also set monthly savings target, and limits for matching dollars.

CONTRIBUTION SOURCE TRACKING

REPORTS

You can generate a wide variety of reports from the data collected in the system. By default, you get up to 20 standard reports with built-in filtering options. We can also custom develop reports for your specific submissions and analysis. Some of the reports offered with the system are described below.

• IDA Account Statement (batch printing by community partner/affiliate) (view sample in pdf)

• Participants Missing a Monthly Statement (view sample in pdf)

• Participants with a Zero Monthly Deposit (view sample in pdf)

• Match Money Report (view sample in pdf)

• Withdrawal Report (view sample in pdf)

• Fund Report (view sample in pdf)

• Asset Purchase Report (view sample in pdf)

• Program Interest Remaining Report (view sample in pdf)

• Savings & Match (by Category) Report (view sample in pdf)

• Exit Reasons Report (view sample in pdf)

• Quarterly Enrollment & Savings Report (view sample in pdf)

• Monthly Enrollment Goal Tracking (view sample in pdf)

• Demographic Report (view sample in pdf)

• Participants % of Months Saving (view sample in pdf)

• Funds Leveraged (view sample in pdf)

• Month End Report (view sample in pdf)

• TANF Participants (view sample in pdf)

• Training Detail by Community Partner (view sample in pdf)

• Training Detail by Date Range (view sample in pdf)

• Training Summary by Date Range (view sample in pdf)

CUSTOMIZABLE DROPDOWNS