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← SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS

Form 990 for tax year 2024

Filed by SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS.

Totals

Total revenue
$112,870
Total expenses
$142,083
Contributions and grants received
$10,167
Grants paid
$117,500
Program service revenue
$16,100
Investment income
$0
Other revenue
$86,603
Total assets, end of year
$33,477
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$33,477
Program services expenses (Part IX)
$127,424
Management and general expenses
$14,659
Fundraising expenses
$0
Program service expenses (Part III)
$127,424

Program services were 89.7% 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

    $10,167

  • 2a · Program service revenue: MEETING SPONSORSHIPS

    total $16,100 · related or exempt $16,100

  • 8a · Fundraising events: gross income

    $136,435

  • 8b · Fundraising events: direct expenses

    $49,832

  • 8c · Net income from fundraising events

    total $86,603 · excluded $86,603

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $117,500 · program services $117,500

  • 11g · Fees: other

    total $4,525 · management and general $4,525

  • 14 · Information technology

    total $6,759 · management and general $6,759

  • 24a · Other expenses: MEETINGS EXPENSES

    total $9,924 · program services $9,924

  • 24b · Other expenses: MERCHANT AND BANK FEES

    total $3,375 · management and general $3,375

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $62,690 · end of year $33,477

  • 31 · Retained earnings, endowment or other funds

    beginning of year $62,690 · end of year $33,477

Mission and programs · 2024

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 20 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 $117,500 · Grants $117,500

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

    Expenses $9,924 · Revenue $16,100

As filed on the 2024 return.

Listed in Part VII

  • Amy Phillips

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Melissa Sawyer

    VICE PRESIENT PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    5

  • Eddie Bruce

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Chris Long

    TREASURER PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Katya Gorlatova

    MEMBERSHIP CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Adli Issa

    MEMBERSHIP CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Drew Watts

    PROGRAMS CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Wes Wetmore

    PROGRAMS CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

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
2024
Filed
2 June 2025
IRS schema version
2024v5.1
Source object
202531549349300838

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

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