← SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS

Form 990 for tax year 2025

Filed by SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS.

Totals

Total revenue: $216,942
Total expenses: $178,219
Contributions and grants received: $0
Grants paid: $43,089
Program service revenue: $145,478
Investment income: $9,080
Other revenue: $62,384
Total assets, end of year: $234,077
Total liabilities, end of year: $3,643
Net assets or fund balances, end of year: $230,434
Program services expenses (Part IX): $0
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $168,631

Program services were 0.0% 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.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$0
1g · Noncash contributions included above

$0
2a · Program service revenue: Chapter Meetings

total $3,090 · related or exempt $3,090 · unrelated business $0 · excluded $0
2b · Program service revenue: Other activity

total $61,050 · related or exempt $61,050 · unrelated business $0 · excluded $0
2c · Program service revenue: Other activity

total $11,330 · related or exempt $11,330 · unrelated business $0 · excluded $0
2d · Program service revenue: Other activity

total $4,545 · related or exempt $4,545 · unrelated business $0 · excluded $0
2e · Program service revenue: Other activity

total $50,831 · related or exempt $50,831 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $14,632 · related or exempt $14,632 · unrelated business $0 · excluded $0
3 · Investment income

total $9,080 · related or exempt $9,080 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $0 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $0 · other assets $0
7b · Less cost or other basis and sales expenses

securities $0 · other assets $0
7c · Gain or loss

securities $0 · other assets $0
7d · Net gain or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
8a · Fundraising events: gross income

$87,735
8a · Fundraising events: contributions included on line 1c

$0
8b · Fundraising events: direct expenses

$25,351
8c · Net income from fundraising events

total $62,384 · unrelated business $0 · excluded $0
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11a · Other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11b · Other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11c · Other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $43,089 · program services $0
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $0 · program services $0 · management and general $0 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $0 · program services $0 · management and general $0 · fundraising $0
8 · Pension plan contributions

total $0 · program services $0 · management and general $0 · fundraising $0
9 · Other employee benefits

total $0 · program services $0 · management and general $0 · fundraising $0
10 · Payroll taxes

total $0 · program services $0 · management and general $0 · fundraising $0
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $0 · program services $0 · management and general $0 · fundraising $0
11c · Fees: accounting

total $0 · program services $0 · management and general $0 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $29,848 · program services $0 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $0 · program services $0 · management and general $0 · fundraising $0
13 · Office expenses

total $0 · program services $0 · management and general $0 · fundraising $0
14 · Information technology

total $1,130 · program services $0 · management and general $0 · fundraising $0
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $0 · program services $0 · management and general $0 · fundraising $0
17 · Travel

total $0 · program services $0 · management and general $0 · fundraising $0
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $99,393 · program services $0 · management and general $0 · fundraising $0
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $0 · program services $0 · management and general $0 · fundraising $0
23 · Insurance

total $0 · program services $0 · management and general $0 · fundraising $0
24a · Other expenses: Event Decorations

total $2,680 · program services $0 · management and general $0 · fundraising $0
24b · Other expenses: Awards & Prizes

total $1,079 · program services $0 · management and general $0 · fundraising $0
24c · Other expenses: Supplies

total $979 · program services $0 · management and general $0 · fundraising $0
24d · Other expenses: State Filing Fees

total $21 · program services $0 · management and general $0 · fundraising $0
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0
26 · Joint costs (an allocation of the lines above)

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $53,105 · end of year $29,329
2 · Savings and temporary cash investments

beginning of year $33,997 · end of year $97,287
3 · Pledges and grants receivable

beginning of year $0 · end of year $0
4 · Accounts receivable

beginning of year $0 · end of year $0
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0 · end of year $0
10a · Land, buildings and equipment: cost or other basis

$0
10b · Land, buildings and equipment: accumulated depreciation

$0
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $0
11 · Investments: publicly traded securities

beginning of year $104,436 · end of year $107,461
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $0 · end of year $0
17 · Accounts payable and accrued expenses

beginning of year -$173 · end of year $3,643
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $0 · end of year $0
27 · Net assets without donor restrictions

beginning of year $191,711 · end of year $230,434
28 · Net assets with donor restrictions

beginning of year $0 · end of year $0

Mission and programs · 2025

Mission

Local society of Information Technology leaders who meet for professional networking education and support for local educational organizations.

Activities or mission (Part I)

Local society of Information Technology leaders who meet for professional networking education and support for local educational institutions.

The MEMTech Awards Program is an annual initiative that recognizes individuals and organizations demonstrating excellence innovation and leadership in the Mid-South technology community. Through a nomination and selection process the program highlights achievements across multiple categories and hosts an awards event to promote innovation workforce development and collaboration. Organizations may sponsor the program to support its mission while receiving recognition associated with nominees and increased brand awareness through the event.

Expenses $50,860 · Revenue $61,050
Community Outreach support for Science Technology Engineering and Mathematics to students in the Memphis community to promote interest in Information Technology. Grants to Memphis and Desoto County libraries to sponsor Teen Tech Camps. Grants to White Station High School to support robotics team. Grants and equipment to support robotics instruction at Childrens Museum of Memphis etc.

Expenses $45,089 · Grants $43,089
Monthly chapter meetings of Information Technology Leaders in the Memphis area to provide opportunities for networking and learning environments that prepare IT leaders to be effective in their roles in the business community.

Expenses $34,898 · Revenue $3,090
EXPENSE: SIM National Dues paid on behalf of MEMTech award winner 336. Holiday Party 33616 Pickleball 3558 Strategy Series 274 REVENUE: Dues 14632 Holiday Party Sponsor 11330 Pickleball Sponsor 4545 Strategy Series Net 50830

Expenses $37,784 · Revenue $81,337

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Jim Kothe

President

Total calculated

$0

Hours/week

1
David Ulloa

Vice President

Total calculated

$0

Hours/week

1
Dennis Norton

SecretaryTreasurer

Total calculated

$0

Hours/week

1
Amit Kanda

Program Chair

Total calculated

$0

Hours/week

1
Ed Charbonnet

Outreach Chair

Total calculated

$0

Hours/week

1
Peter Kim

Strategy Series Chair

Total calculated

$0

Hours/week

1
Antonio Taylor

Marketing Chair

Total calculated

$0

Hours/week

1
Tony Fischer

Governance Chair

Total calculated

$0

Hours/week

1
Dottie Giusti

Membership Chair

Total calculated

$0

Hours/week

1
Jeff Wilhelmy

Past President

Total calculated

$0

Hours/week

1
Sridhar Sunkara

Programs Co-chair

Total calculated

$0

Hours/week

1
Jim Arbelaez

Programs Co-chair

Total calculated

$0

Hours/week

1
Lisa Salzgeber

Membership Co-chair

Total calculated

$0

Hours/week

1
Della Adams

Outreach Co-chair

Total calculated

$0

Hours/week

1
Jessica Tolbert

Marketing Co-chair

Total calculated

$0

Hours/week

1
Ahmed Esmail

Signature Event Co-chair

Total calculated

$0

Hours/week

1
Brian Hoover

Sponsor Chair

Total calculated

$0

Hours/week

1
Alex Tartera

Sponsor Co-chair

Total calculated

$0

Hours/week

1

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

Memphis Library Foundation

$10,000

5k:Teen Tech Camp. 5k: Robotics Program
DeSoto County Office of Superintendent

$9,000

4k:Teen Tech Camp. 5k:Robotics Program

Provenance

Return type: form_990
Tax year: 2025
Filed: 23 September 2026
IRS schema version: 2025v4.2
Source object: 202602669349300500

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