Questionnaire - Euricse
Questionnaire - Euricse
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