Constituent Society Health Survey

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

2025 Constituent Health Survey

General Information

Finance

Organization

Framework for Success

Definition of Pillars

2025 Constituent Health Survey

General Information

Finance

Organization

Framework for Success

Definition of Pillars

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