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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
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Phone
Phone
Email
Email
Contact Person
Contact Title
Contact Company
Contact Company Address
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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)
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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?
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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
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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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