2022-08-15T14:40:33-05:00 2021-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2021-01-01 362676838 SOCIETY FOR INFORMATION MANAGEMENT SOCI 8563806807 1120 ROUTE 73 200 MOUNT LAUREL NJ 08054 MARK TAYLOR CHIEF EXECUTIVE 8563806807 2022-08-15 1 MARK TAYLOR 999009999 JENNIFER SOLOT P00749373 2155677770 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARK TAYLOR 1120 ROUTE 73 200 MOUNT LAUREL NJ 08054 2486604 0 X WWW.SIMNET.ORG X 1968 IL TO BRING I.T. LEADERS TOGETHER TO SHARE, NETWORK & GIVE BACK TO THEIR COMMUNITIES. 9 9 2 50 0 0 0 40322 1150680 2433432 5494 11706 0 0 1156174 2485460 0 0 0 0 319575 431904 0 0 0 1079351 2161233 1398926 2593137 -242752 -107677 1873870 1533755 2994613 2757133 -1120743 -1223378 SIM BRINGS TOGETHER I.T. LEADERS TO SHARE, NETWORK AND GIVE BACK TO THEIR COMMUNITIES THROUGH THE COLLABORATION OF LOCAL CHAPTERS. 0 0 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. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 29 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X ASSOCIATION HEADQUARTERS INC 8564374773 1120 ROUTE 73 SUITE 200 MOUNT LAUREL NJ 08054 JOEL SCHWALBE CHAIR 5.00 X X 0 0 0 LEO PELLERIN VICE CHAIR 5.00 X X 0 0 0 CAREN SHIOZAKI CHAIR EMERITUS 5.00 X X 0 0 0 JOE BRUHIN TREASURER 5.00 X X 0 0 0 JOAN HOLMAN SECRETARY 2.00 X X 0 0 0 STEVE HEILENMAN DIRECTOR, CHAPTER REP 2.00 X 0 0 0 JAMES BOWEN DIRECTOR 2.00 X 0 0 0 RICH HOOK DIRECTOR 2.00 X 0 0 0 SUSAN MALISCH DIRECTOR 2.00 X 0 0 0 MARK TAYLOR CHIEF EXECUTIVE 40.00 X 209229 0 32283 209229 0 32283 1 0 1 0 ASSOCIATION HEADQUARTERS INC 1120 ROUTE 73 SUITE 200 MT LAUREL NJ 08054 MANAGEMENT SERVICES 215389 WEISS ASSOCIATES INC 5711 BRENT BRANCH ROAD BETHESDA MD 20816 MANAGEMENT SERVICES 182708 2 40322 40322 REG LEADERSHIP FORUM 900099 1149238 1149238 MEMBERSHIP DUES 900099 500177 500177 ADV PRACTICES COUNCIL 900099 369000 369000 415017 70017 345000 2433432 9599 9599 3251 1144 2107 2107 2107 2485460 2088432 0 356706 241512 115984 74408 268948 3202 46642 95374 64018 103424 103104 281041 22964 9555 PROGRAM DIRECTOR & OTHE 748131 SPONSORSHIPS 122350 MISCELLANEOUS 99996 PROGRAM SERVICE EXPENSE 82500 109984 2593137 750997 757573 12289 9094 521120 183847 504109 520850 85355 62391 1873870 1533755 211528 187487 2633085 2069646 150000 500000 2994613 2757133 X -1120743 -1223378 -1120743 -1223378 1873870 1533755 -107677 5042 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 X 2549670 5042 59168 64210 2485460 0 2485460 2613605 23670 23670 2589935 3202 3202 2593137 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 62,370. INVESTMENT EXPENSES -3,202. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED ENTITY EXPENSES 23,670. X 0 0 0 MARK TAYLOR CHIEF EXECUTIVE 209229 0 0 0 0 0 0 0 32283 0 241512 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF MANAGEMENT DUTIES TO MANAGEMENT COMPANY THE SOCIETY RECEIVES VARIOUS MANAGEMENT SERVICES FROM ASSOCIATION HEADQUARTERS, INC. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP ORGANIZATION THE SOCIETY HAS ONE CLASS OF VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ELECTION 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 11B GOVERNING 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 12C IN 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. COMPLIANCE IS REVIEWED ANNUALLY, WHEN POLICIES ARE REVIEWED, AND ON A CASE-BY-CASE WHEN PERCEIVED OR QUESTIONS ISSUES OF CONFLICT ARISE WITHIN THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 15A PROCESS 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 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE SOCIETY'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. SIM FOUNDATION 1120 ROUTE 73 SUITE 200 MOUNT LAUREL NJ 08054 204516332 FUNDING OF EDUCATIONAL, RESEARCH & OTHER ACTIVITIES. IL 501(C)(3) LINE 10 SOCIETY FOR INFORMATION MANAGEMENT 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 SIM FOUNDATION Q 19906 CASH