CONFIDENTIAL SURVEY Organization Name & Address: _________________________________________________
____________________________________________________________________________ Contact Person & Title: ________________________________ Phone # _______________ Fax# ______________
Website ____________________ email ________________________ Years in Business________ # of Employees ___________ Fiscal year End _____________ Mission Statement:
___________________________________________________________ ____________________________________________________________________________ Payroll is prepared:
In-house P/R Service Other Service Frequency of Payroll:
Weekly Bi-Weekly Semi-Monthly Monthly PC System:
single user network none Accounting Software __________________________________
Other Software: MS Word Excel Access Word Perfect Quattro Pro
Lotus Other:_________________________________________
Are you required to have an annual CPA audit? YES NO How often do you prepare internal financial statements?
Monthly - Quarterly - Annually Do you track income and expense by program / reporting unit? YES NO Do you invoice customers?
YES NO Prepare an annual budget? YES NO What types of income do you receive?
Dues / Memeber Fees Donations Grants
Sales Service Fees Interest Income Other:___________________________________
Do you anticipate any changes in the organization over the next 1-3 years? YES NO If yes, please explain:
_________________________________________________________ Would you like to learn more about what N P Connection can do for you? YES NO
If yes, please include any of the following that you have with the completed survey:
Brochure Newsletter Annual Report Business Card IRS Form 990(pgs 1-4)
Fax to 603-528-2050 or mail to NPC, PO Box 1473, Laconia, NH 03247-1473 |