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← SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS

Form 990 for tax year 2023

Filed by SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS.

Totals

Total revenue
$149,893
Total expenses
$129,028
Contributions and grants received
$17,686
Grants paid
$108,500
Program service revenue
$16,062
Investment income
$0
Other revenue
$116,145
Total assets, end of year
$62,690
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$62,690
Program services expenses (Part IX)
$120,247
Management and general expenses
$8,781
Fundraising expenses
$0
Program service expenses (Part III)
$120,247

Program services were 93.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $17,686

  • 2a · Program service revenue: MEETING SPONSORSHIPS

    total $16,062 · related or exempt $16,062

  • 8a · Fundraising events: gross income

    $187,158

  • 8b · Fundraising events: direct expenses

    $71,013

  • 8c · Net income from fundraising events

    total $116,145 · excluded $116,145

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $108,500 · program services $108,500

  • 11g · Fees: other

    total $2,810 · management and general $2,810

  • 13 · Office expenses

    total $110 · management and general $110

  • 14 · Information technology

    total $1,153 · management and general $1,153

  • 24a · Other expenses: MEETINGS EXPENSES

    total $11,747 · program services $11,747

  • 24b · Other expenses: MERCHANT AND BANK FEES

    total $4,708 · management and general $4,708

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $41,825 · end of year $62,690

  • 31 · Retained earnings, endowment or other funds

    beginning of year $41,825 · end of year $62,690

Mission and programs · 2023

Mission

The Chapter strives to strengthen professional communications among members who direct the application of information technology in private and pubic organizations (through meetings and education, networking, and philanthropy).

  • OUR ORGANIZATION PROVIDED OVER $100,000 IN GRANTS TO 18 CHARLOTTE AREA CHARITIES, SCHOOLS, AND UNIVERSITIES. THESE GRANTS WERE USED TO SUPPORT THE MISSION OF EACH RECIPIENT OF PROMOTING STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS) EDUCATION AND ENRICHMENT IN THE LOCAL AREA. THIS INCLUDES OVER 14,000 TOTAL STUDENTS SERVED AND OVER 2,500 K-12 AND STEM CAMP STUDENTS SUPPORTED ANNUALLY.

    Expenses $108,500 · Grants $108,500

  • OUR ORGANIZATION HOSTED SEVERAL CHARLOTTE AREA MEETINGS AND EVENTS THROUGHOUT THE YEAR FOR APPROXIMATELY 500 MEMBERS AND GUESTS, PROVIDING EDUCATIONAL AND NETWORKING OPPORTUNITIES.

    Expenses $11,747 · Revenue $16,062

As filed on the 2023 return.

Listed in Part VII

  • Adli Issa

    MEMBERSHIP CO-CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Katya Gorlatova

    MEMBERSHIP CO-CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Wes Wetmore

    PROGRAMS CO-CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Drew Watts

    PROGRAMS CO-CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Melissa Sawyer

    VICE PRESIENT PRESIDENT ELE

    Total calculated
    $0
    Hours/week
    8

  • Amy Phillips

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Chris Long

    TREASURER PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Eddie Bruce

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
12 January 2025
IRS schema version
2023v6.0
Source object
202530169349300013

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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