Home   |   Print Page   |   Contact Us   |   Sign In   |   Register
Full Service RFP

Getting Started

Instructions
Yes

Supporting Documentation
Yes

Page Break for Instructions

Key Information

Organization Name:
Industry Council for Tangible Assets, Inc.

Acronym:
ICTA

Website Address:www.ictaonline.org

What prompted the search?
Retirement of executive director after 23 years.

Proposal Deadline:
Wed, 2013-05-01

What is the current budget?
$250,000

Think about the location where your new AMC might be headquartered.

Must your new AMC be headquartered in a specific location?
No

Membership history for the past 3 years:
Increasing

Current Management Structure

What is your current management structure?
Standalone

If managed by an AMC as indicated above, please answer next 5 questions. If not managed by an AMC, proceed to Question 7.
If managed by an AMC, who?

How many years does the organization have with its current management?
23

Has current management been asked to submit a Proposal?
N/A

Has current management been notified of the search?
Yes

Will current management submit a proposal to continue?
N/A

Has the organization’s Board authorized this search?
Yes

How many full time Equivalent (FTE) personnel currently manage the association? (e.g. 2.75 FTE)
2

Future Management Structure

How important is it for you to hire an AMC Institute Accredited AMC?
Important/Preference will be given to Accredited AMCs

If yes, are you using a third party?
No

Services Requested:(select all that apply)
Membership Management
Financials
Meeting/Conventions
Web Management
Publications
Marketing

Search Process and Contact Information

Does the organization have a formalized search party?
No

If yes, are you using a third party?
No

Is the RFP being distributed through any other organizations or platforms?
No

Contact Name:
Eloise A. Ullman

Contact’s Position within the Organization:
Executive Director

Contact’s Email Address: eloise.ullman@ictaonline.org

Mailing Address Address Line 1:
PO Box 1365

City:
Severna Park

State:
MD

Zip:
21146-8365

Phone:
410-626-7005

How did you hear about the AMC Institute RFP Process?
Vice Chair of the Board of Directors

How would you like proposals to be delivered to you?
Email

What is the date for initial screening of proposals by the Search Committee?
ASAP

What is the target date for completion of due diligence on short-listed proposals?
Mon, 2013-07-01

What is the date for selected proposal presentation(s)?
Fri, 2013-08-09

What is the location for selected proposal presentation(s)?
New Orleans

What is the start of the transition process?
Sun, 2013-09-01

What is the formal start date?
Fri, 2013-11-01

More About the Organization

Year Established:
1983

Type of Organization:
Trade Association

IRS Classification
510(c)6

Geographic Scope of Organization:
National

Number of Chapters or Regional Groups:
0

Number of Board Members:
30

Does your organization have a strategic plan?
No

If yes, in what year was your most recent strategic plan developed?
2012

Do you plan to include your strategic plan with the RFP?
N/A

Key Membership Benefits: (select all that apply)
Education
Networking Lobbying

Do you plan to develop or re-develop a strategic plan under new management?
Maybe

Total number of individual members (all classes):
742

Total number of company members:
735

How many classes of membership are there?
15

What software does your organization use for its membership database?
Memex

Conferences and Meetings

Number of in-person board/executive committee meetings per year:
3

Number of virtual board/executive committee meetings per year:
3

Number of in-person committee/Special Interest Group meetings per year:
0

Indicate all future conferences and events (of any size) for the current calendar year. Include meeting name, location, hotel, registration fee and number attending for each.
Meeting

Meeting1:
We do not hold large conventions, only Board of Directors meetings held during large coin shows. The next meeting is scheduled for Thursday, May 9, 2013, in New Orleans, LA. The following Board meeting will be held Wednesday or Thursday, August 14 or 15, 2013, in Rosemont, IL
Meeting2:
New Orleans -- Arnaud's Restaurant -- 36 people
Rosemont -- Gibson's Steakhouse -- 60 people

Organization Financial Information

What was the organization’s total Gross Income from all sources for the most recent completed fiscal year?
$409,422 (2011 from Form 990)

Dues Billing Cycle:
January

What was the total income from membership dues alone?
$364,056 (2011 from Form 990)

Equity at last fiscal year-end:
$381,771 (total assets as of 12/31/11 from Form 990)

When does your fiscal year begin?
January 1

Accounting Method:
Cash

Are the financials routinely audited/reviewed by an independent CPA?
Yes

If yes, when was most recent audit performed?
Form 990 for 2012 under review now

Describe your dues amounts. Include the amount, the member type it applies to, and the number of members in that type for each.
Due Type
$300 minimum, plus higher levels $500 - $25,000


Dues Type1:
As of 3/17/13
Bronze ($300-$499) 578 members $174,545
Silver ($500-$999) 74 members $37,425
Gold ($1,000-$1,499) 47 members $47,000
Double Eagle ($1,500-$2,499) 5 members $9,300
Platinum ($2,500-$4,999) 10 members $27,500


Dues Type2:Benefactor ($5,000-$7,400) 2 members $10,000
All others 14 members $35,825
Clubs 12 club members $3,950

Document Upload

Financial Statements
ICTA-990.pdf
ICTA-BalanceSheet.pdf

Supporting Document
ICTA_March_2013_Newsletter.pdf

By-Laws
ICTA-ByLaws.pdf

AMCI Partners

Powered by YourMembership.com®  ::  Legal