Catalist Affiliate Profile - Annual Update Form
Catalist Affiliates provide a snapshot of their organization's size, structure, and focus and update it annually. We share this information with fellow members on the member portion of the website. This form requires you to have access to data on your organization and may take up to 20 minutes to complete. We suggest you read the entire form first to gather the information before beginning since you will NOT be able to save partial work. You may print this form but it can only be submitted online.
Name of organization *
Your answer
Name of person filling out this questionnaire *
Your answer
Phone contact (for person filling out this form) *
Your answer
Email contact (for person filling out this form) *
Your answer
Location of your collective giving group (street, city, state, zip, format) *
If your organization does not have an office address, list your official mailing address. In order to place your "dot" on our member organization map, tell us the city your membership and grantmaking are affiliated with (i.e. your PO box may be in a suburb but the service area your identify with is Cincinnati)..
Your answer
Grants
What is the total dollar amount granted to date from your organization's inception? *
Enter amount in this format: $3,250,000
Your answer
What was the total in grants made in your last fiscal year? *
Include Pooled Fund grants, plus any other funds like individually designated grants, merit awards (to ballot runner ups), community partnerships etc Enter amount in this format: $275,000
Your answer
What was your organization's total for Pooled Fund Grants made last fiscal year? *
Enter amount in this format: $200,000
Your answer
If your organization makes grants that are designated by members, indicate the total here *
Enter "0" if you do not make individual grants, or enter the total in this format: $20,000
Your answer
List total(s) for any other grants made last year.
Provide a very brief description of those grants.
Your answer
Check all that apply to your grant process regarding framework, tools and trainings you provide. *
Required
What are your grant focus areas in the coming year? *
Check all that apply:
Required
Do you rotate grant focus areas from year to year? *
Membership
How many members do you have today? *
Your answer
How many years is your membership commitment? *
Your answer
Please indicate which types of membership you offer. *
Check all that apply:
Required
Founding, Structure, Governance, Administration, and Budget
Who founded your organization? List names and emails for 1-5 inspirational leaders (but not all founding members) *
Provide first and last name and email addresses for each one
Your answer
What is your administrative structure? *
Year founded *
Enter year only
Your answer
Please indicate a little about your history and inception: *
Check all that apply:
Required
Please check the description of your governance structure: *
Required
How many paid staff members (FTEs) do you have today? *
Enter in number format: 2.25.
Your answer
How much is your required total contribution per member per year? *
Enter in this format: $1,100 and include grants, administrative contribution, and other required fees/contributions.
Your answer
What was the total annual revenue for your last complete fiscal year? Do not include money collected for grants *
Enter in this format: $20,000.
Your answer
What was the total annual operating expenses for your last complete fiscal year? Do not include grants made. *
Enter in this format:.$20,000.
Your answer
How much of a member's annual contribution goes towards operating/administrative expenses? *
Enter only the amount that is REQUIRED toward administrative: $100.
Your answer
What is the size of your endowment, if you have one? *
Enter "0" if you do not have endowment.
Your answer
What other sources of revenue do you have? *
Check all that apply:
Required
When does your fiscal year end?
Member Education and Engagement
How many educational programs (include grant training programs, community need topics, skills building, showcases in giving etc.) did you have last year? *
Enter a number.
Your answer
List up to five educational program topics (or titles) your organization hosted last year. *
Your answer
In any given year, what percentage of your members is "actively engaged" in board or committee work (or come to events and programs more than once a year)? *
Your organization's participation in Catalist programming. (All Catalist members are asked to actively support the Network programming in some way over time.)
Please offer areas of expertise that your organization would like to share on a future webinar or at a conference as a presenter. *
Your answer
Please let us know three topics of interest to you for future webinars and conferences. *
Your answer
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