Form 990 for tax year 2022
Filed by SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS.
Totals
- Total revenue
- $3,517,298
- Total expenses
- $3,334,251
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,511,358
- Investment income
- $5,940
- Other revenue
- $0
- Total assets, end of year
- $1,112,535
- Total liabilities, end of year
- $2,202,504
- Net assets or fund balances, end of year
- -$1,089,969
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
2a · Program service revenue: REG LEADERSHIP FORUM
total $2,183,080 · related or exempt $2,183,080
-
2b · Program service revenue: MEMBERSHIP DUES
total $533,460 · related or exempt $533,460
-
2c · Program service revenue: ADV PRACTICES COUNCIL
total $488,750 · related or exempt $488,750
-
2f · All other program service revenue
total $306,068 · related or exempt $165,693 · excluded $140,375
-
3 · Investment income
total $14,500 · excluded $14,500
-
7b · Less cost or other basis and sales expenses
securities $8,560
-
7c · Gain or loss
securities -$8,560
-
7d · Net gain or loss
total -$8,560 · excluded -$8,560
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $281,929
-
7 · Other salaries and wages
total $141,464
-
10 · Payroll taxes
total $27,239
-
11a · Fees: management
total $287,066
-
11f · Fees: investment management
total $3,074
-
11g · Fees: other
total $79,976
-
12 · Advertising and promotion
total $253,442
-
13 · Office expenses
total $116,347
-
14 · Information technology
total $95,517
-
17 · Travel
total $223,187
-
19 · Conferences, conventions and meetings
total $535,753
-
22 · Depreciation, depletion and amortization
total $22,962
-
23 · Insurance
total $11,916
-
24a · Other expenses: PROGRAM DIRECTOR & OTHE
total $857,687
-
24b · Other expenses: LOCAL FORUM EXPENSES
total $96,915
-
24c · Other expenses: MISCELLANEOUS
total $94,762
-
24d · Other expenses: PROGRAM SERVICE EXPENSE
total $76,201
-
24e · All other expenses
total $128,814
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $757,573 · end of year $402,239
-
2 · Savings and temporary cash investments
beginning of year $9,094 · end of year $8,352
-
9 · Prepaid expenses and deferred charges
beginning of year $183,847 · end of year $187,827
-
11 · Investments: publicly traded securities
beginning of year $520,850 · end of year $474,688
-
14 · Intangible assets
beginning of year $62,391 · end of year $39,429
-
17 · Accounts payable and accrued expenses
beginning of year $187,487 · end of year $270,312
-
19 · Deferred revenue
beginning of year $2,069,646 · end of year $1,408,008
-
23 · Secured mortgages and notes payable
beginning of year $500,000 · end of year $524,184
-
27 · Net assets without donor restrictions
beginning of year -$1,223,378 · end of year -$1,089,969
Mission and programs · 2022
Mission
SIM BRINGS TOGETHER I.T. LEADERS TO SHARE, NETWORK AND GIVE BACK TO THEIR COMMUNITIES THROUGH THE COLLABORATION OF LOCAL CHAPTERS.
Activities or mission (Part I)
TO BRING I.T. LEADERS TOGETHER TO SHARE, NETWORK & GIVE BACK TO THEIR COMMUNITIES.
-
ADVANCED PRACTICES COUNCIL (APC) - AN EXCLUSIVE MEMBERSHIP PROGRAM FOR SENIOR IT EXECUTIVES THAT PROVIDES A TRUSTED NETWORK OF EXECUTIVE PEERS COMBINED WITH CUSTOMIZED RESEARCH ON MEMBER-CHOSEN TOPICS BY THE BEST RESEARCHERS WORLDWIDE.
-
REGIONAL LEADERSHIP FORUM (RLF) -IS AN INTENSIVE, TEN-MONTH LEADERSHIP DEVELOPMENT PROGRAM FOCUSED ON CREATING AUTHENTIC LEADERS. RLF USES AN EXPERIMENTAL LEARNING ENVIRONMENT INTRODUCING PARTICIPANTS TO NEW CONCEPTS WHILE ENHANCING INTERPERSONAL SKILLS AND CREATING A SENSE OF MISSION. THE RLF CURRICULUM OFFERS PARTICIPANTS AN OPEN EXCHANGE ON LEADERSHIP APPROACHES AND PRACTICES. THE RLF SESSIONS ARE DEDICATED TO THE INTERACTIVE LEARNING ENVIRONMENT TO DEVELOP PARTICIPANTS' LEADERSHIP, TEAM-BUILDING, CREATIVE THINKING, LISTENING SKILLS, GLOBAL BUSINESS SKILLS, AND KNOWLEDGE OF BUSINESS ETHICS.
-
SIM EXECUTIVE LEADERSHIP RETREAT - BY BRINGING I.T. LEADERS TOGETHER TO DISCUSS CURRENT BUSINESS ISSUES, IDENTIFY INDUSTRY BEST PRACTICES, AND LAY THE FOUNDATION FOR DEVELOPING BUSINESS ALLIANCES, SIM EXECUTIVE LEADERSHIP RETREAT, SIM'S EXCLUSIVE ANNUAL EVENT, IS AN OPPORTUNITY FOR NETWORKING AND DEVELOPMENT. ITS UNIQUE PROGRAM FEATURES AN UNBIASED AGENDA THAT IS DESIGNED BY AND FOR CIO'S, ALLOWING ATTENDEES TO LEARN FROM OTHERS IN AN ATMOSPHERE OF CANDOR AND TRUST.
As filed on the 2022 return.
Listed in Part VII
-
Joel SchwalbeJOEL SCHWALBE
CHAIR EMERITUS
- Total calculated
- $0
- Hours/week
- 5
-
Leo PellerinLEO PELLERIN
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Joe BruhinJOE BRUHIN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Rich HookRICH HOOK
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Steve HeilenmanSTEVE HEILENMAN
DIRECTOR, CHAPTER REP
- Total calculated
- $0
- Hours/week
- 2
-
James BowenJAMES BOWEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Susan MalischSUSAN MALISCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
John BuccolaJOHN BUCCOLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Toni Harrison-HoganTONI HARRISON-HOGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Joan HolmanJOAN HOLMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Mark TaylorMARK TAYLOR
CHIEF EXECUTIVE
- Total calculated
- $281,929
- From this org
- $244,259
- From related orgs
- $0
- Other
- $37,670
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $244,259
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $37,670
- Filer's total
- $281,929
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · FUNDING OF EDUCATIONAL, RESEARCH & OTHER ACTIVITIES. · IL · controlled entity
Directly controlled by SOCIETY FOR INFORMATION MANAGEMENT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303199349332200
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