Constituent Society Health Survey

2024 Constituent Health Survey

"*" indicates required fields

Step 1 of 2

General Information

Submitter Name*

First Last

Submitter Email*

Submitter Position*

Constituent Society*

Finance

Date of Fiscal Year End*

Date of Last Federal Tax Filling*

Total Checking Account Balances from August Statement*

Total Savings Account Balances from August Statement*

Put $0 if you don't have this type of account.

Total Certificate of Deposit (CD) Account Balances from August Statements*

Put $0 if you don't have this type of account.

Total Investment Account Balances from August Statement*

Put $0 if you don't have this type of account.

Do you have any additional funds accessible to your Society not captured on your financial documents?*

This includes, but not limited to, separate checking/savings accounts for conferences/events, scholarship funds, separately incorporated 503(c), and any district account(s).

Yes

Please list out the purpose and how much is in that account.*

Did your board formally adopt a budget for the previous fiscal year?*

Yes

Please upload the most recent board-adopted budget.*

List the name of your Constituent Society at the beginning of the file name, for example: New_Mexico_Budget

Max. file size: 360 MB.

Did your board perform an audit this past fiscal year?*

Yes

Date of Last Audit*

Organization

Do you have bylaws that leaders regularly review?*

Yes

If you changed your bylaws in the past year, please upload here.

List the name of your Constituent Society at the beginning of the file name, for example: New_Mexico_Bylaws. If this document also lists your SOPs, that is acceptable.

Max. file size: 360 MB.

Date of most recent Annual Report or renewal of state corporation documents.*

Note: this is required in most, if not all, states. This is likely something found on the Secretary of State’s Website for your individual state in which your CS is incorporated.

Date of expiration of most recent Annual Report or renewal of state corporation documents

When do you usually host your elections?*

When do you transition to your new leaders?*

Framework for Success

This section is completely OPTIONAL. You can choose to fill out one, two or all three sections. If you do not want to participate, please scroll down and click SUBMIT to finish the health survey. This framework takes into account everything happening in a calendar year (January-December). Opportunities that are planned to take place this current calendar year, even if they have not yet occurred at time of form submission, can also be included.

Community

This pillar focuses on on member-to-member connection, partnerships with other groups, getting involved within the constituent society and/or ASCLS.

Building Connections - Please list the name and description of each opportunity that focused on building connections.

Foundation - one opportunity Evolving - three opportunities Thriving - five opportunities

Encouraging Volunteerism - Please describe how you educated the membership of opportunities to volunteer.

Collaboration - Please list the name of the group(s) you engaged with and a description of what you did.

Foundation - not needed Evolving - one group Thriving - two groups

Knowledge

This pillar focuses not only on P.A.C.E. but any form of gaining knowledge (technical, professional development, ASCLS-focused).

Advancing Skills - Please list the name and description of each opportunity that focused on advancing members' skills.

Foundation - one opportunity Evolving - three opportunities Thriving - five opportunities

Access Opportunities - Please describe the way(s) you've created for members to access opportunities hosted by the constituent society and/or ASCLS.

Foundation - one way Evolving - two ways Thriving - three ways

Advocacy

This pillar focuses on advocating for the professional and the profession at large.

Educating the Membership- Please describe how you've educated the membership on local and national issues surrounding the profession.

Engagement - Please describe the opportunity or opportunities you've provided for members to engage in advocacy.

Foundation - not needed Evolving - one opportunity Thriving - two opportunities