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Your Association

If you are interested in Update Management, Inc. providing services for your association, please complete this form.

General Information

Association Name:

Association Address

Address Line 1

Address Line 2

City

State

Zip Code

Phone

Phone

Email

Email

Contact Person

Contact Title

Contact Company

Contact Company Address

Address Line 1

Address Line 2

City

State

Zip Code

Organization

1. What is the primary geographic scope of your association?

International
National
Regional
State

2. What is the primary industry or profession served by your association?

3. What is the IRS tax status of your association?

501(c)3
501(c)6
Other (list below)

IRS Tax Status (other)

Membership

1. Total number of members in your association:

Board of Directors

1. Number of directors on the board:

2. Number of officers:

3. How often does the board typically meet?

4. Does your association have an executive committee?

Yes
No

a. If "yes," how many members serve on the executive committee?

Committees

1. Please list all current committees/task forces, and provide meeting information for each (per year):

2. Do committees require staff support?

Yes
No

If yes, how many meetings require staff support?

Meetings, Conferences, and Trade Shows

1. Please list all meetings, conferences, and trade shows produced by/for your association each year:

2. Do meetings, conferences, and trade shows require staff support?

Yes
No

Communications

1. Does the association have a newsletter?

Yes
No

a. How often is it published?

b. Number of pages?

c. Does it carry advertising?

Yes
No

Financial Management

1. What is your association's current budget for total annual revenues:

2. What is your association's current budget for total annual expenses:

3. In what month does your fiscal year begin?

4. What was your fund balance at the end of last fiscal year?

5. What is your association's employer identification number (EIN)?

6. Do you have copies of your IRS Form 990 available past 3 years?

Yes
No

Lobbying

1. Does your association regularly retain or employ a lobbyist?

Yes
No

If "yes," what is the scope of your lobbying activities?

Management Staff

1. Is your association currently being managed by an association management company?

Yes
No

2. Is the company aware of the search?

Yes
No

3. If your association is not being managed by an association management company, does it currently have a management staff and a headquarters?

Yes
No

4. If "yes," is the current management staff aware of the search for new management?

Yes
No

Required Materials

Please attach a copy of the following items:

Copy of Bylaws

Click or drag a file to this area to upload.

List of Officers and Directors

Click or drag a file to this area to upload.

Current Financial Statement

Click or drag a file to this area to upload.

Mission Statement and Purpose of the Association

Click or drag a file to this area to upload.

Financial Statement of Last Fiscal Year

Click or drag a file to this area to upload.

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Professional Affiliations

Update Management Inc.© 2018 - 2023
9600 SW Oak Street, Suite 565 | Tigard, OR 97223
503.253.9385 | info@updatemanagement.com

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