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Questionnaire - Euricse

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<strong>Questionnaire</strong><br />

This questionnaire that can be completed online at www.monitor.coop. If you prefer to fill the questionnaire out<br />

in paper form, please fill this document and return it to:<br />

Alex Rigotti (Email: alex.rigotti@euricse.eu – Skype: alex.rigotti – Telephone: +390461283753)<br />

Section 1. General data<br />

1. Contact person who is compiling the questionnaire:<br />

Name Surname<br />

Phone Email<br />

2. Data you are about to enter refer to a:<br />

Co-­‐operative<br />

An autonomous association composed mainly of persons united voluntarily to meet their common economic, social, and cultural<br />

needs and aspirations through a jointly-­‐owned and democratically-­‐controlled enterprise. Members usually receive limited<br />

compensation, if any, on capital subscribed as a condition of membership.<br />

Co-­‐operative of co-­‐operatives/mutuals<br />

Co-­‐operatives composed mainly of co-­‐operatives/mutuals that carry out an economic activity for the production of goods or the<br />

provision of services of common interest for their members.<br />

It publishes periodically its own financial statements.<br />

Co-­‐operative group<br />

A co-­‐operative group: 1) is composed of organizations that operate as a single economic entity; 2) regularly publishes a<br />

consolidated financial statement; 3) includes mainly co-­‐operatives; 4) acts according co-­‐operative principles and values; and 5) is<br />

controlled by co-­‐operatives.<br />

<br />

Co-­‐operative network (including Federations and Unions with an economic activity for the production of goods or the<br />

provision of services)<br />

A co-­‐operative network: 1) is composed of organizations that operate as a single economic entity; 2) does not publish a<br />

consolidated financial statement; 3) includes mainly co-­‐operatives; 4) acts according co-­‐operative principles and values; and 5) is<br />

controlled by co-­‐operatives.<br />

Mutual<br />

Private co-­‐operative type organization providing insurance or other welfare related services. Consider also micro-­‐insurance and<br />

mutuals with both voluntary and compulsory membership.<br />

Non co-­‐operative enterprise in which co-­‐operatives have a controlling interest<br />

3. Please enter a brief description of your co-­‐operative group/co-­‐operative network:<br />

Only if question 02 = “Co-­‐operative group” or “Co-­‐operative network”<br />

4. Country:<br />

5. Organization details:<br />

Organization name<br />

Year of registration<br />

Address<br />

City Zip Code<br />

Website


6. President:<br />

Name Surname<br />

Phone Email<br />

7. Chief Executive Officer:<br />

Name Surname<br />

Phone Email<br />

8. Co-­‐operative type<br />

Only if question 02 = “Co-­‐operative”<br />

worker co-­‐operative<br />

producer co-­‐operative<br />

retailer-­‐owned co-­‐operative<br />

consumer co-­‐operative<br />

purchasing co-­‐operative<br />

financial co-­‐operative (co-­‐operative bank, credit union and insurance and other financial service co-­‐operative)<br />

housing co-­‐operative<br />

social co-­‐operative<br />

other, please explain: _________________________________________________________<br />

9. Is your co-­‐operative/mutual part of a group of companies?<br />

Only if question 02 = “Co-­‐operative” or “Mutual”<br />

Yes, a co-­‐operative group<br />

Yes, a co-­‐operative network<br />

Yes, other type of group of companies<br />

No – skip to question 13<br />

10. Group of companies details:<br />

Group name<br />

Website<br />

11. Is your co-­‐operative the parent company of the group?<br />

Yes<br />

No<br />

12. Parent company details:<br />

Only if question 11 = “No”<br />

Name website


13. Sector of activity:<br />

Select all sectors of activity in which the organization operates, and indicate the main one.<br />

all sectors main sector<br />

ACCOMMODATION AND FOOD SERVICE ACTIVITIES <br />

ADMINISTRATIVE AND SUPPORT SERVICE ACTIVITIES <br />

AGRICULTURE, FORESTRY AND FISHING <br />

ARTS, ENTERTAINMENT AND RECREATION <br />

CONSTRUCTION <br />

EDUCATION <br />

ELECTRICITY, GAS, STEAM AND AIR CONDITIONING SUPPLY <br />

FINANCIAL ACTIVITIES <br />

HUMAN HEALTH AND SOCIAL WORK ACTIVITIES <br />

INFORMATION AND COMMUNICATION <br />

INSURANCE ACTIVITIES <br />

MANUFACTURING <br />

MINING AND QUARRYING <br />

PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES <br />

REAL ESTATE ACTIVITIES <br />

TRANSPORTATION AND STORAGE <br />

WATER SUPPLY; SEWERAGE, WASTE MANAGEMENT, REMEDIATION ACTIVITIES <br />

WHOLESALE AND RETAIL TRADE <br />

OTHER SERVICE ACTIVITIES <br />

14. Your organization produces goods and/or services that are distributed at (even through middlemen):<br />

local level<br />

national level<br />

international level<br />

15. Does your mutual organization provide only micro-­‐insurance policies (e.g.: travel insurance, mobile phone<br />

insurance, etc.)?<br />

Required only for mutual organizations<br />

<br />

<br />

Yes<br />

No<br />

16. Is membership in your organization voluntary?<br />

<br />

<br />

Yes<br />

No<br />

17. Do members have equal voting rights (one member, one vote)?<br />

<br />

<br />

Yes – skip to question 19<br />

No<br />

18. Since the members of your organization do not have equal voting rights, how does your organization<br />

exercise democracy?


Section 2. Economic data<br />

19. Currency:<br />

20. Turnover (revenues from sales of goods or services for the fiscal year ending in 2011):<br />

Not required for financial co-­‐operatives (see question 21), co-­‐operative groups and networks (see question 22)<br />

Turnover<br />

21. Income (fiscal year ending in 2011):<br />

Required only for financial co-­‐operative (co-­‐operative bank, credit union and insurance and other financial service co-­‐ops)<br />

a. Net interest income<br />

b. Non-­‐interest income<br />

c. Premium income<br />

22. Co-­‐operative groups and networks revenues (fiscal year ending in 2011):<br />

Required only for co-­‐operative groups and co-­‐operative networks<br />

If your co-­‐operative group (or co-­‐operative network) provides banking and/or insurance service please enter:<br />

a. Net interest income<br />

b. Non-­‐interest income<br />

c. Premium income<br />

If your co-­‐operative group (or network) provides services other than banking and insurance please enter:<br />

Turnover<br />

23. Other economic data (fiscal year ending in 2011):<br />

Total assets<br />

Total fixed assets<br />

Total debts<br />

Total operating costs<br />

Costs of goods<br />

Profit (loss) for period<br />

Staff costs<br />

Equity<br />

Sponsorships<br />

Donations<br />

Bursaries


24. Does your organization remunerate members?<br />

No Total value for the fiscal year ending in 2011 (if available):<br />

Yes with patronage refunds ______________________<br />

Yes, with profit sharing ______________________<br />

Yes, with discounts on products/services ______________________<br />

Yes, with other remuneration ______________________<br />

25. Market share (fiscal year ending in 2011):<br />

In the event that a cooperative operates in several sectors, enter the market share at the national level in each sector of<br />

activity.<br />

26. Does your organization have an audited annual report (fiscal year ending in 2011)?<br />

<br />

<br />

Yes (if so please send us the PDF file)<br />

No<br />

27. Does your group of companies have an audited consolidated report (fiscal year ending in 2011)?<br />

Required only for co-­‐operative groups or question 09 = “Yes”<br />

<br />

<br />

Yes (if so please send us the PDF file)<br />

No<br />

Section 3. Social data<br />

28. Number of members (year 2011):<br />

of which active members (if applicable)<br />

29. Referring to members (year 2011) please enter:<br />

Individuals<br />

Organizations<br />

Number of<br />

30. Referring to individual members (year 2011) please enter the percentage of:<br />

Allowed numbers from 0 to 100, with 1 decimal optional<br />

% female members<br />

% youth members (persons aged between 15 and 24)


31. Referring to organization members (year 2011) please enter:<br />

Allowed numbers from 0 to 100, with 1 decimal optional<br />

Co-­‐operatives<br />

Mutuals<br />

Other companies<br />

Number of<br />

32. Average number of employees (year 2011):<br />

Of which full time employees*<br />

* Please note that there is no internationally accepted standard for the minimum number of hours worked per week<br />

that would constitute full-­‐time work. The distinction between “full-­‐time” and “part-­‐time” employment is therefore<br />

established on a country-­‐by-­‐country basis or in special regional compilations.<br />

33. Referring to employees (year 2011) please enter the percentage of:<br />

Allowed numbers from 0 to 100, with 1 decimal optional<br />

% female employees<br />

% youth employees (employees aged between 15 and 24)<br />

% graduates (employees who have attained tertiary education)<br />

34. Number of elected officers (year 2011):<br />

35. Number of volunteers (year 2011):<br />

volunteer work = activities or work that some people willingly do without pay to promote a cause or help someone outside of<br />

their household or immediate family (International Labour Organization, Manual on the Measurement of Volunteer Work).


Section 4. Measuring social impact<br />

36. Many researchers are trying to understand how to measure the impact of cooperatives going beyond<br />

traditional balance-­‐sheet indicators.<br />

We kindly ask you to reflect on data and indicators that your organization collects for measuring the impact<br />

of your organization’s activity on the stakeholders (members, employees, the community, etc...) and the<br />

society at large.<br />

For example: do you collect data on the number of subjects who benefited from services or product of your<br />

organization?<br />

37. Does your organization have also non-­‐financial reports (social report, environmental report, sustainability<br />

report, integrated report, etc.)?<br />

<br />

<br />

Yes (if so please send us the PDF file)<br />

No<br />

_______________________________________________________________________<br />

The data on this questionnaire is collected by the European Research Institute on Cooperative and Social Enterprises (<strong>Euricse</strong>) on behalf<br />

and based on the needs of the International Co-­‐operative Alliance (ICA).<br />

Data will be used exclusively for the purpose of managing the World Co-­‐operative Monitor project by ICA and <strong>Euricse</strong> and for research<br />

purposes by <strong>Euricse</strong>. Data will be treated in line with relevant European legislation (D95/46/CE). The co-­‐operative organization gives its<br />

consent to the use of the data collected in this questionnaire for the above-­‐mentioned purposes.<br />

Yes<br />

No<br />

The co-­‐operative organization gives its consent to the publication of the data collected in this questionnaire (name, address, social and<br />

economic data) to promote your organization all around the world.<br />

<br />

<br />

Yes<br />

No

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