SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS (EIN 76-0287101)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201823199349309297
Schema version
2017v2.2
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)
Return2018-11-15T13:11:52-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760648208PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CANADY & CANADY P CBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14707 INGERSOLL STAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760287101EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOUSTON AREA CHAPTER OF THE SOCIETY FORBusinessNameLine1Txt
Business Name Line2INFORMATION MANAGEMENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHOUSBusinessNameControlTxt
Phone7132560947PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11150 AZALEA BENDAddressLine1Txt
CitySUGAR LANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77479ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL KRUEGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7132560947PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD JEFF CANADY CPAPreparerPersonNm
PTINP00132545PTIN
Phone7137831021PhoneNum
Preparation2018-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.11.244.241IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm17:29:20IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id07DA0C05D23EF47935ABEE2F8EC22A6BFF0C33F6AtSubmissionCreationDeviceId
At Submission Filing Device Id07DA0C05D23EF47935ABEE2F8EC22A6BFF0C33F6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAUL KRUEGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11150 AZALEA BENDAddressLine1Txt
CitySUGAR LANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77479ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$302,763GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.simnet.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTO EDUCATE MEMBERS ON INFORMATION SYSTEMS AND RESOURCE MANAGEMENT.PROVIDED MONTHLY MEETINGS WITH GUEST SPEAKERS TO INFORM AND EDUCATE OVER 150 MEMBERS AND THEIR GUESTS IN INFORMATION SYSTEMS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$284,455PYProgramServiceRevenueAmt
CY Program Service Revenue$302,763CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$284,455PYTotalRevenueAmt
CY Total Revenue$302,763CYTotalRevenueAmt
PY Grants And Similar Paid$124,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$106,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$151,005PYOtherExpensesAmt
CY Other Expenses$146,301CYOtherExpensesAmt
PY Total Expenses$275,505PYTotalExpensesAmt
CY Total Expenses$252,801CYTotalExpensesAmt
PY Revenues Less Expenses$8,950PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$49,962CYRevenuesLessExpensesAmt
Total Assets BOY$144,194TotalAssetsBOYAmt
Total Assets EOY$164,370TotalAssetsEOYAmt
Total Liabilities BOY$40,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,214TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$104,194NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$154,156NetAssetsOrFundBalancesEOYAmt
MissionPROVIDED MONTHLY MEETINGS WITH GUEST SPEAKERS TO INFORM AND EDUCATE OVER 200 MEMBERS AND THEIR GUESTS IN INFORMATION SYSTEMS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$252,801ExpenseAmt
Grant$106,500GrantAmt
Revenue$302,763RevenueAmt
DescTO EDUCATE MEMBERS ON INFORMATION SYSTEMS AND RESOURCE MANAGEMENT. PROVIDED MONTHLY MEETINGS WITH GUEST SPEAKERS TO INFORM AND EDUCATE OVER 200 MEMBERS AND THEIR GUESTS IN INFORMATION SYSTEMS.Desc
Total Program Service Expenses$252,801TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
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 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 Required0ScheduleJRequiredInd
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 Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
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 Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7132560947PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11150 AZALEA BENDAddressLine1Txt
CitySUGAR LANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77479ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PAUL KRUEGER
PRESIDENT2.00Yes (X)$0$0$0
CASEY HALL
VP SPONSORSHIP2.00Yes (X)$0$0$0
GENE JANISZEWSKI
VP MEMBERSHIP2.00Yes (X)$0$0$0
JESSIE CARIILLO
EXECUTIVE VP2.00Yes (X)$0$0$0
GEORGE CRAWFORD
TREASURER2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SPECIAL EVENT611430$239,431$239,431
MEMBERSHIP DUES611430$39,517$39,517
MEETING611430$23,815$23,815
FieldValueIRS element (for citing)
Total Program Service Revenue$302,763TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$302,763TotalRevenueColumnAmt
Related Or Exempt Func Income$302,763RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$106,500TotalAmt
Program Services$106,500ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$650TotalAmt
Management And General$650ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$311TotalAmt
Program Services$118ProgramServicesAmt
Management And General$193ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,852TotalAmt
Program Services$2,852ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
VENUE-F&B MEETING AND E$88,705$88,705
GIFTS$12,500$12,500
PRIZES$11,997$11,997
AWARDS$9,870$9,870

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,416TotalAmt
Program Services$19,385ProgramServicesAmt
Management And General$31ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$252,801TotalAmt
Program Services$251,927ProgramServicesAmt
Management And General$874ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$137,894BOYAmt
EOY$164,370EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,300BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$144,194BOYAmt
EOY$164,370EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$10,214EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,000BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,000BOYAmt
EOY$10,214EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$104,194BOYAmt
EOY$154,156EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$104,194BOYAmt
EOY$154,156EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$144,194BOYAmt
EOY$164,370EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$49,962ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDesc
UNIVERSITY OF HOUSTON
4800 CALHOUN RDHOUSTONTX77024746001399$5,000STUDENT SCHOLARSHIP
KLEIN ISD - GIRLS IN STEM DAY
7200 SPRING CYPRESS ROADKLEINTX77379746002337$1,000PROGRAM SUPPORT
SIM HQ
1120 ROUTE 73 STE 200MOUNT LAURELNJ08054362676838$5,000AWARD STEM DEVELOPMENT PROGRAM
CITIZEN SCHOOLS
308 CONGRESS STREETBOSTONMA02210043259160$2,000EFM SPONSORSHIPEFM SPONSORSHIP501(C)3
GENESYS WORKS - HOUSTON
601 JEFFERSON ST SUITE 3950HOUSTONTX77002271628570$63,000DONATION AND GRANT501(C)3
ODYSSEY OF THE MIND HUNTERS CREEK
1803 REDWING CTSOUTHLAKETX76092901035663$2,000GRANT FOR GOLF TOURNAMENT501(C)3
COMP-U-DOPT
1602 AIRLINE DRHOUSTONTX77009261460311$13,000COMPUTER ADOPTION PROGRAM501(C)3
HOUSTON TECHNOLOGY CENTER
410 PIERCE STHOUSTONTX77002760589315$10,000INNOVATION CONFERENCE AND SHOWCASE GOLD SPONSOR501(C)3
YES PREP
5515 SOUTH LOOP EAST FWY SUITE BHOUSTONTX77033760563835$5,000PROGRAM SUPPORT
SEVEN LAKES HIGHSCHOOL ROBOTICS BOOSTER CLUB
9251 S FRY RDKATYTX77494900924921$3,500PROGRAM SUPPORT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeAITP HOUSTON SCHOLARSHIP - 05/02/2016GrantTypeTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bBOARD OF DIRECTORS REVIEW FORM 990 BEFORE IT WAS FILED.
Form 990, Part VI, Section C, line 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

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