BETA

SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS (EIN 36-2676838)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-10
IRS object ID
201442539349300329
Schema version
2013v3.0
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)
Return2014-09-10T12:56:19-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232896692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET 26TH FLOORAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362676838EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY FOR INFORMATION MANAGEMENTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone8564390500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115000 COMMERCE PARKWAY NO CAddressLine1
CityMOUNT LAURELCity
StateNJState
ZIP Code08054ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAREN SHIOZAKIPersonNm
Person TitleTREASURER/SECRETARYPersonTitleTxt
Phone8564390500PhoneNum
Signature2014-09-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER SOLOTPreparerPersonNm
PTINP00749373PTIN
Phone2155677770PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCAREN SHIOZAKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115000 COMMERCE PARKWAY NO CAddressLine1
CityMOUNT LAURELCity
StateNJState
ZIP Code08054ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$3,550,889GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.SIMNET.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1968FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO KEEP MEMBERS INFORMED OF ADVANCEMENT IN THE INDUSTRY.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$478,559PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$2,821,614PYProgramServiceRevenueAmt
CY Program Service Revenue$3,208,170CYProgramServiceRevenueAmt
PY Investment Income$42,471PYInvestmentIncomeAmt
CY Investment Income$67,545CYInvestmentIncomeAmt
PY Other Revenue$20,115PYOtherRevenueAmt
CY Other Revenue$30,048CYOtherRevenueAmt
PY Total Revenue$3,362,759PYTotalRevenueAmt
CY Total Revenue$3,305,763CYTotalRevenueAmt
PY Grants And Similar Paid$128,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$199,945CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$133,018PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$140,011CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,884,274PYOtherExpensesAmt
CY Other Expenses$2,928,291CYOtherExpensesAmt
PY Total Expenses$3,145,292PYTotalExpensesAmt
CY Total Expenses$3,268,247CYTotalExpensesAmt
PY Revenues Less Expenses$217,467PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$37,516CYRevenuesLessExpensesAmt
Total Assets BOY$2,639,274TotalAssetsBOYAmt
Total Assets EOY$3,308,690TotalAssetsEOYAmt
Total Liabilities BOY$1,393,818TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,936,796TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,245,456NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,371,894NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSIM IS ORGANIZED TO PROVIDE INTERNATIONAL LEADERSHIP AND EDUCATION IN THE SUCCESSFUL MANAGEMENT AND USE OF INFORMATION TECHNOLOGY TO ACHIEVE BUSINESS OBJECTIVES. SIM'S MISSION IS TO PROVIDE A PLATFORM FOR ITS MEMBERS TO SHARE AND ENHANCE THEIR RICH INTELLECTUAL CAPITAL FOR THEIR BENEFIT AND THE BENEFIT OF THEIR ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescADVANCED PRACTICES COUNCIL (APC)- IT IS A FORUM FOR THE SENIOR I.T. EXECUTIVES WHO COMMISSION RESEARCH AND SHARE CROSS-INDUSTRY PERSPECTIVES IN AN INTIMATE NETWORK OF TRUSTED ADVISORS.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 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescSIMPOSIUM - BY BRINGING I.T. LEADERS TOGETHER TO DISCUSS CURRENT BUSINESS ISSUES, IDENTIFY INDUSTRY BEST PRACTICES, AND LAY THE FOUNDATION FOR DEVELOPING BUSINESS ALLIANCES, SIMPOSIUM, 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 StmtYes (1)IndependentAuditFinclStmtInd
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 IndividualsYes (1)GrantsToIndividualsInd
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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document65IRPDocumentCnt
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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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 INCBusinessNameLine1
FieldValueIRS element (for citing)
Phone8564390500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115000 COMMERCE PARKWAY SUITE CAddressLine1
CityMOUNT LAURELCity
StateNJState
ZIP Code08054ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JIM KNIGHT
CHAIR5.00Yes (X)Yes (X)$0$0$0
ERIC GORHAM
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
PATRICIA COFFEY
CHAIR EMERITUS2.00Yes (X)Yes (X)$0$0$0
CAREN SHIOZAKI
TREASURER/SECRETARY5.00Yes (X)Yes (X)$0$0$0
KEVIN SAUER
DIRECTOR, CHAPTER REP2.00Yes (X)$0$0$0
RICK PRIDE
DIRECTOR, CHAPTER REP2.00Yes (X)$0$0$0
KEVIN MORE
DIRECTOR, CHAPTER REP2.00Yes (X)$0$0$0
JOEL SCHWALBE
DIRECTOR, CHAPTER REP2.00Yes (X)$0$0$0
STEVE HUFFORD
CHIEF EXECUTIVE40.00Yes (X)$122,705$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$122,705TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
ASSOCIATION HEADQUARTERS INC
15000 COMMERCE PKWY STE CMT LAURELNJ08054MANAGEMENT SERVICES$580,407
WEISS ASSOCIATES INC
5711 BENT BRANCH ROADBETHESDAMD20810STRATEGIC TRANSFORMATION$132,707
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
REG LEADERSHIP FORUM900099$1,586,308$1,586,308
ADV PRACTICES COUNCIL900099$594,509$594,509
MEMBERSHIP DUES900099$537,521$537,521
SIMPOSIUM900099$489,832$143,732$346,100
FieldValueIRS element (for citing)
Total Program Service Revenue$3,208,170TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,316TotalRevenueColumnAmt
Exclusion$57,316ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$255,355SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$245,126SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,229SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,229TotalRevenueColumnAmt
Exclusion$10,229ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$30,048TotalRevenueColumnAmt
Exclusion$30,048ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$30,048OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,305,763TotalRevenueColumnAmt
Related Or Exempt Func Income$2,862,070RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$443,693ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$199,945TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$130,624TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,387TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$641,100TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,254TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$547,175TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$351,746TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$160,353TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,981TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$226,051TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$808,330TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,375TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
LOCAL FORUM EXPENSES$58,888
BANK & CREDIT CARD FEES$42,197
PROFESSIONAL FEES$20,102

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$36,739TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,268,247TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$796,934BOYAmt
EOY$180,520EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$1,387,073EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$111,581BOYAmt
EOY$23,107EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$202,695BOYAmt
EOY$314,484EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,528,064BOYAmt
EOY$1,403,506EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,639,274BOYAmt
EOY$3,308,690EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$191,842BOYAmt
EOY$442,092EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,201,976BOYAmt
EOY$1,494,704EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,393,818BOYAmt
EOY$1,936,796EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,245,456BOYAmt
EOY$1,371,894EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,245,456BOYAmt
EOY$1,371,894EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,639,274BOYAmt
EOY$3,308,690EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$37,516ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$88,922NetUnrlzdGainsLossesInvstAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
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$3,382,431TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$88,922NetUnrealizedGainsInvstAmt
Revenue Not Reported$88,922RevenueNotReportedAmt
Revenue Subtotal$3,293,509RevenueSubtotalAmt
Investment Expenses Not Incld$12,254InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$12,254RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,305,763TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,255,993TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,255,993ExpensesSubtotalAmt
Investment Expenses Not Incld2$12,254InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$12,254ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,268,247TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationUNCERTAIN 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 FINANCIAL STATEMENTS. THE SOCIETY BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP AND THE STANDARD HAD NO IMPACT ON THE SOCIETY'S FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
ADVANCED PRACTICES COUNCIL RESEARCH GRANTS16$155,000
REGIONAL LEADERSHIP FORUM RESEARCH GRANTS3$44,945

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationRESEARCHERS ARE REQUIRED TO PROVIDE A REPORT UPON COMPLETION OF THE RESEARCH GRANT THAT PROVIDES INSIGHT ON THEIR FINDINGS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3DELEGATION OF MANAGEMENT DUTIES TO MANAGEMENT COMPANY THE SOCIETY OUTSOURCES ITS ADMINISTRATIVE AND MANAGEMENT FUNCTIONS TO AN INDEPENDENT MANAGEMENT SERVICE COMPANY. EXPENSES INCURRED BY THE SOCIETY FOR THIS MANAGEMENT SERVICE COMPANY, TOTALED $641,100 AND ARE REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A.
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 11GOVERNING 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 12CMONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY COMPLIANCE IS REVIEWED ANNUALLY, WHEN POLICIES ARE REVIEWED, AND ON A CASE BY CASE BASIS WHEN PERCEIVED OR QUESTIONED ISSUES OF CONFLICT ARISE WITHIN THE SOCIETY.
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.
FORM 990, PART IX, LINE 11GPROGRAM DIRECTOR FEES 218,582. FACILITATOR FEES 226,131. OUTSIDE ADMIN SUPPORT 48,288. OTHER PROFESSIONAL FEES 54,174.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SIM FOUNDATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 241AddressLine1
CityMOUNTAIN LAKESCity
StateNJState
ZIP Code07046ZIPCode
FieldValueIRS element (for citing)
EIN204516332EIN
Primary ActivitiesFUNDING OF EDUCATIONAL, RESEARCH & OTHER ACTIVITIES.PrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status509(A)(2)PublicCharityStatusTxt
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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