Contact Information

Association Name:

Association Address

Address Line 1

Address Line 2

City

State

Zip Code

Phone

Contact Person

Contact Title

Contact Company

Contact Company Address

Address Line 1

Address Line 2

City

State

Zip Code

Organization

1. What is the primary geographic scope of your association?

International
National
Regional
State

2. What is the primary industry or profession served by your association?

3. What is the IRS tax status of your association?

501(c)3
501(c)6
Other (list below)

IRS Tax Status (other)

Membership

1. Total number of members in your association:

Board of Directors

1. Number of directors on the board:

2. How often does the board typically meet?

3. Does your association have an executive committee?

a. If "yes," how many members serve on the executive committee?

Committees

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

2. Do committees require staff support?

If yes, how many meetings require staff support?

Meetings, Conferences, and Trade Shows

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

2. Do meetings, conferences, and trade shows require staff support?

Communications

1. Does the association have a newsletter?

a. How often is it published?

b. Is it digital or mailed?

c. Does it carry advertising?

Financial Management

1. What is your association's current budget for total annual revenues:

2. What is your association's current budget for total annual expenses:

3. In what month does your fiscal year begin?

4. What was your fund balance at the end of last fiscal year?

5. What is your association's employer identification number (EIN)?

6. Do you have copies of your IRS Form 990 available past 3 years?

Lobbying

1. Does your association regularly retain or employ a lobbyist?

If "yes," what is the scope of your lobbying activities?

Management Staff

1. Is your association currently being managed by an association management company?

2. Is the company aware of the search?

3. If your association is not being managed by an association management company, does it currently have a management staff and a headquarters?

4. If "yes," is the current management staff aware of the search for new management?