BETA

SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS (EIN 36-2676838)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-11
IRS object ID
201913159349303671
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-11T15:56:19-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232896692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET 3RD FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362676838EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY FOR INFORMATION MANAGEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone8563806807PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11120 ROUTE 73 NO 200AddressLine1Txt
CityMOUNT LAURELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK TAYLORPersonNm
Person TitleCHIEF EXECUTIVEPersonTitleTxt
Phone8563806807PhoneNum
Signature2019-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER SOLOTPreparerPersonNm
PTINP00749373PTIN
Phone2155677770PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.245.86.172IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-11IPDt
IP Tm16:55:41IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id42EE97634FBA116BD812AEF6F3A565108EF8C38CAtSubmissionCreationDeviceId
At Submission Filing Device Id77CA6B56B756E7D447116D987DC2386506D64E33AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK TAYLORPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11120 ROUTE 73 NO 200AddressLine1Txt
CityMOUNT LAURELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,815,414GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.SIMNET.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1968FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO BRING IT LEADERS TOGETHER TO SHARE, NETWORK & GIVE BACK TO THEIR COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers28TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$3,205,806PYProgramServiceRevenueAmt
CY Program Service Revenue$3,828,515CYProgramServiceRevenueAmt
PY Investment Income$107,687PYInvestmentIncomeAmt
CY Investment Income$79,498CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,313,493PYTotalRevenueAmt
CY Total Revenue$3,908,013CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$195,529PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$208,928CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,715,835PYOtherExpensesAmt
CY Other Expenses$4,420,378CYOtherExpensesAmt
PY Total Expenses$3,911,364PYTotalExpensesAmt
CY Total Expenses$4,629,306CYTotalExpensesAmt
PY Revenues Less Expenses-$597,871PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$721,293CYRevenuesLessExpensesAmt
Total Assets BOY$3,139,619TotalAssetsBOYAmt
Total Assets EOY$2,037,365TotalAssetsEOYAmt
Total Liabilities BOY$2,296,216TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,029,251TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$843,403NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,114NetAssetsOrFundBalancesEOYAmt
MissionSIM BRINGS TOGETHER IT LEADERS TO SHARE, NETWORK AND GIVE BACK TO THEIR COMMUNITIES THROUGH THE COLLABORATION OF LOCAL CHAPTERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescADVANCED 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescREGIONAL LEADERSHIP FORUM (RLF) - IT IS AN INTENSIVE, TEN-MONTH LEADERSHIP DEVELOPMENT PROGRAM FOCUSED ON CREATING AUTHENTIC LEADERS. RLF USES AN EXPERIENTIAL LEARNING ENVIRONMENT INTRODUCING PARTICIPANTS TO NEW CONCEPTS WHILE ENHANCING INTERPERSONAL SKILLS AND CREATING A SENSE OF MISSION. THE RLF CURRICULUM OFFERS ARTICIPANTS 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescSIM CONNECT LIVE - BY BRINGING IT LEADERS TOGETHER TO DISCUSS CURRENT BUSINESS ISSUES, IDENTIFY INDUSTRY BEST PRACTICES, AND LAY THE FOUNDATION FOR DEVELOPING BUSINESS ALLIANCES, SIM CONNECT LIVE, 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.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document85IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION HEADQUARTERS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8564374773PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11120 ROUTE 73 SUITE 200AddressLine1Txt
CityMOUNT LAURELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CAREN SHIOZAKI
CHAIR5.00Yes (X)Yes (X)$0$0$0
JOEL SCHWALBE
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
KEVIN MORE
CHAIR EMERITUS2.00Yes (X)Yes (X)$0$0$0
JOHN BRUHIN
TREASURER5.00Yes (X)Yes (X)$0$0$0
LEO PELLERIN
SECRETARY5.00Yes (X)Yes (X)$0$0$0
STEVE HEILENMAN
DIRECTOR, CHAPTER REP2.00Yes (X)$0$0$0
JOAN HOLMAN
DIRECTOR, CHAPTER REP2.00Yes (X)$0$0$0
LOWELL MILLARD
DIRECTOR, CHAPTER REP2.00Yes (X)$0$0$0
RICH HOOK
DIRECTOR, CHAPTER REP2.00Yes (X)$0$0$0
STEVE HUFFORD
CHIEF EXECUTIVE40.00Yes (X)$198,310$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$198,310TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ASSOCIATION HEADQUARTERS INC
1120 ROUTE 73 SUITE 200MT LAURELNJ08054MANAGEMENT SERVICES$511,069
SHERATON DALLAS HOTEL
400 NORTH OLIVEDALLASTX75201MEETING SERVICES$339,811
GARLICH CONSULTING LLC
22 ROBINWOOD DRIVELONGWOODFL32779RLF INSTRUCTOR AND PROGRAM DIRECTOR$168,862
WEISS ASSOCIATES INC
5711 BENT BRANCH ROADBETHESDAMD20816RLF INSTRUCTOR AND PROGRAM DIRECTOR$156,841
KEVIN RYAN
40 MUDDY BROOK ROADELLINGTONCT06029RLF INSTRUCTOR AND PROGRAM DIRECTOR$125,113
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
REG LEADERSHIP FORUM900099$2,144,525$2,144,525
MEMBERSHIP DUES900099$591,291$591,291
SIM CONNECT LIVE900099$525,960$193,505$332,455
ADV PRACTICES COUNCIL900099$457,800$457,800

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$108,939TotalRevenueColumnAmt
Related Or Exempt Func Income$74,439RelatedOrExemptFuncIncomeAmt
Exclusion$34,500ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,828,515TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,899TotalRevenueColumnAmt
Exclusion$61,899ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$925,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$907,401SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$17,599SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,599TotalRevenueColumnAmt
Exclusion$17,599ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,908,013TotalRevenueColumnAmt
Related Or Exempt Func Income$3,461,560RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$446,453ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$198,310TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,618TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$664,116TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$16,847TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$308,301TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$346,529TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$168,700TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$222,096TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$217,019TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,217,348TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,519TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PROGRAM DIRECTOR & OTHE$830,801
PROGRAM SERVICE EXPENSE$140,024
LOCAL FORUM EXPENSES$134,591
BANK & CREDIT CARD FEES$95,010

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$51,477TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,629,306TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$864,769BOYAmt
EOY$455,331EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$27,797BOYAmt
EOY$78,584EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$335,105BOYAmt
EOY$257,850EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,911,948BOYAmt
EOY$943,870EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$301,730EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,139,619BOYAmt
EOY$2,037,365EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$373,963BOYAmt
EOY$404,756EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,922,253BOYAmt
EOY$1,624,495EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,296,216BOYAmt
EOY$2,029,251EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$843,403BOYAmt
EOY$8,114EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$843,403BOYAmt
EOY$8,114EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,139,619BOYAmt
EOY$2,037,365EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$721,293ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$113,996NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,788,170TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$113,996NetUnrealizedGainsInvstAmt
Other Revenue-$5,847OtherRevenueAmt
Revenue Not Reported-$119,843RevenueNotReportedAmt
Revenue Subtotal$3,908,013RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,908,013TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,613,459TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,000OtherExpensesIncludedAmt
Expenses Not Reported$1,000ExpensesNotReportedAmt
Expenses Subtotal$4,612,459ExpensesSubtotalAmt
Investment Expenses Not Incld2$16,847InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$16,847ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,629,306TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE SOCIETY AND FOUNDATION BELIEVE THAT THEY HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CONSOLIDATED ENTITY REVENUE 11,000. INVESTMENT EXPENSES -16,847.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CONSOLIDATED ENTITY EXPENSES 1,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSTEVE HUFFORDPersonNm
TitleCHIEF EXECUTIVETitleTxt
Base Compensation Filing Org$198,310BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$198,310TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3DELEGATION OF MANAGEMENT DUTIES TO MANAGEMENT COMPANY THE SOCIETY RECEIVES VARIOUS MANAGEMENT SERVICES FROM ASSOCIATION HEADQUARTERS, INC.
FORM 990, PART VI, SECTION A, LINE 6MEMBERSHIP ORGANIZATION THE SOCIETY HAS ONE CLASS OF VOTING MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7AELECTION OF MEMBERS OF GOVERNING BOARD EACH MEMBER HAS THE RIGHT TO ELECT AND TO BE ELECTED AS A MEMBER OF THE SOCIETY'S GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 11BGOVERNING BODY REVIEW OF FORM 990 PRIOR TO ITS FILING WITH THE IRS, A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 12CIN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON.
FORM 990, PART VI, SECTION B, LINE 15APROCESS FOR DETERMINING COMPENSATION THE GOVERNING BOARD REVIEWS THE CHIEF EXECUTIVE'S COMPENSATION ANNUALLY, ASSURING IT MEETS FAIR VALUE.
FORM 990, PART VI, SECTION C, LINE 19PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE SOCIETY'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SIM FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11120 ROUTE 73 SUITE 200AddressLine1Txt
CityMOUNT LAURELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd
FieldValueIRS element (for citing)
EIN204516332EIN
Primary ActivitiesFUNDING OF EDUCATIONAL, RESEARCH & OTHER ACTIVITIES.PrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 10PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY FOR INFORMATION MANAGEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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