GENERAL INFORMATION

Association name:
Association address:
City: State: Zip:
Contact person:
Position with the association:
Contact title:
Contact company:
Address:
City: State: Zip:
Telephone: Fax: Email:

ORGANIZATION

1. What is the primary geographic scope of your association?
   International
   National
   Regional
   State
   Local - Which city?
2. What is the primary industry or profession served by your association?
   
3. What is the primary type of membership in your association?
   Companies/Institutions
   Individuals
   Both
4. Is the association incorporated? Yes No
   State of incorporation:
5. What is the IRS tax status of your association?
   501 (c) 3
   501 (c) 6
   Other:
6. Is your association's IRS tax exemption letter of determination on file?
   Yes No

MEMBERSHIP

1. Total number of current members in your association:
2. What is the number of potential members?
3. Is the membership:
   Increasing
   Decreasing
   About the same as previous year(s)
4. Is your association's membership information computerized?
   Yes No
   a. If "yes," what equipment is used?
   b. If "yes," what software is used?
5. What are the classes of membership in your association?
   

   Category/Description	Number of members	Voting	Non-voting	Annual Dues Rate Per Category

BOARD OF DIRECTORS

1. Number of directors on the board:
2. Number of officers:
3. How often does the board typically meet each year?
   1. In person:
      Number of days per meeting:
   2. By teleconference:
4. On what dates and in which cities did your board hold meetings during the past year?
   Dates City
   Dates City
   Dates City
   
5. Does your association have an executive committee? Yes No
   1. If "yes," how many members serve on the executive committee?
   2. How often does the executive committee meet each year?
      1. In person:
         Number of days per meeting:
      2. By teleconference:

COMMITTEES

Please list all other current committees/task forces, and provide meeting information for each (per year):

Name of Committee	No. Serving on Committee	No. of Meetings in Person	No. of Days Per Meeting	No. of Meetings by Teleconference

Are board or committee members reimbursed for expenses? Yes No
If "yes," on what basis?

MEETINGS, CONFERENCES, AND TRADE SHOWS

Please list all meetings, conferences, and trade shows produced by/for your association each year:

Type of Event	No. of Meetings Per Year	Cities Where Event Last Held	No. of Days Per Event	Total Attendance	No. of Sessions	No. of Exhibitors	Total Net Square Feet of Exhibit Space

Does your association typically attend meetings, conferences, or shows other than those it produces? Yes No
If "yes," please explain why?

COMMUNICATIONS

1. Does the association have a newsletter? Yes No
   If "yes":
   1. How often is it published?
   2. Number of pages?
   3. Does it carry advertising? Yes No
2. Does the association have a magazine or newspaper? Yes No
   If "yes":
   1. How often is it published?
   2. Number of pages?
   3. Does it carry advertising Yes No
3. Does the association have a membership directory or roster? Yes No
   If "yes":
   1. How often is it published?
   2. Number of pages?
   3. Does it carry advertising? Yes No
   4. What other information does it contain?
      
4. Approximately how many times are bulletins or other mailings sent to members each year?
   Explain, if necessary:
   
5. Does your association have a Web site? Yes No
6. What percent of your membership can be accessed by Email? %
7. Do you outsource the site maintenance? Yes No
8. Does your Web site currently allow event registration on site? Yes No
9. Does your site allow for "safe" credit card payment on the site? Yes No
10. How important is electronic mail to your association?
    Very important
    Important
    Necessary
    Not important

FINANCIAL MANAGEMENT

1. What is your association's current budget for:
   Total annual revenues $
   Total expenses $
2. In what month does your fiscal year begin?
3. What was your fund balance at the end of last fiscal year? $
4. How often are your association's financial statements prepared?
5. What procedures do you use in administering your checking account(s)?
   Number of signatures required:
   Number of accounts:
   Other (please describe):
   
6. What is your association's employer identification number (EIN)?
7. Do you have copies of your IRS Form 990 available for the past 3 years? Yes No

SERVICES, PROGRAMS AND ACTIVITIES

Please indicate which current services, programs, and activities your association offers its membership (use additional sheets if necessary):
Statistical Reporting
Marketing Research
Group Insurance
Chapter Programs/Assistance
Training
Surveys
Marketing Promotion/Advertising
Education
Government Relations
Credit/Collection
Standardization
Public Relations
Testing and Certification
Long-range Planning
Technical
Other

LEGAL

1. Does your association regularly retain or employ legal counsel? Yes No
2. Does your legal or any other external service report directly to any of the following?
   Board
   Executive Committee
   Executive director/account executive of the association management company
   Other (please describe):

LOBBYING

Does your association regularly retain or employ a lobbyist? Yes No
If "yes," what is the scope of your lobbying activities?

MANAGEMENT STAFF

1. Is your association currently being managed by an association management company? Yes No
2. Is the company aware of the search? Yes No
3. If your association is not being managed by an association management company, does it currently have a management staff and a headquarters? Yes No
4. If "yes," is the current management staff aware of the search for new management? Yes No

REQUIRED MATERIALS

Please attach a copy of the following items:

• Copy of bylaws
• List of officers and directors
• Current financial statement
• Mission statement or purpose of the association
• Financial statement of last fiscal year

REQUESTED MATERIALS

The following items are also requested:

• Magazine
• Newspaper
• Newsletter
• Membership application
• Membership brochure
• Membership directory
• Roster of present management
• Annual meeting promotional brochure
• Trade show promotional brochure