2020-11-06T14:24:13-06:00 2019-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2019-01-01 362676838 SOCIETY FOR INFORMATION MANAGEMENT SOCI 8563806807 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 MARK TAYLOR CHIEF EXECUTIVE 8563806807 2020-11-06 1 JENNIFER SOLOT P00749373 2155677770 96.245.86.172 2020-11-06 15:23:20 ES P BD9A5248FD892EED72309E8CBFD61EFE5C549072 2024A3B14602D7920249EF88931123AFE691CD00 2019 2021-04-22 16:20:28Z MARK TAYLOR 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 4432392 0 X WWW.SIMNET.ORG X 1968 IL TO BRING IT LEADERS TOGETHER TO SHARE, NETWORK & GIVE BACK TO THEIR COMMUNITIES. 9 9 1 50 0 0 0 0 3828515 3441104 79498 107522 0 0 3908013 3548626 0 0 0 0 208928 314199 0 0 0 4420378 3694949 4629306 4009148 -721293 -460522 2037365 931078 2029251 1816998 8114 -885920 SIM BRINGS TOGETHER IT 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) - 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. SIM 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. 0 0 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 76 0 1 1 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 CAREN SHIOZAKI CHAIR 5.00 X X 0 0 0 JOEL SCHWALBE VICE CHAIR 2.00 X X 0 0 0 KEVIN MORE CHAIR EMERITUS 2.00 X X 0 0 0 JOHN BRUHIN TREASURER 5.00 X X 0 0 0 LEO PELLERIN SECRETARY 5.00 X X 0 0 0 STEVE HEILENMAN DIRECTOR, CHAPTER REP 2.00 X 0 0 0 JOAN HOLMAN DIRECTOR, CHAPTER REP 2.00 X 0 0 0 LOWELL MILLARD DIRECTOR, CHAPTER REP 2.00 X 0 0 0 RICH HOOK DIRECTOR, CHAPTER REP 2.00 X 0 0 0 MARK TAYLOR CHIEF EXECUTIVE (EFF. MAY 2019) 40.00 X 162115 0 0 JIM KNIGHT INTERIM CEO (THRU MAY 2019) 20.00 X 141000 0 0 303115 0 0 2 0 1 0 ASSOCIATION HEADQUARTERS INC 1120 ROUTE 73 SUITE 200 MT LAUREL NJ 08054 MANAGEMENT SERVICES 431809 RENAISSANCE ORLANDO RESORT AT SEAWORLD 6677 SEA HARBOR DRIVE ORLANDO FL 32821 MEETING SERVICES 298124 WEISS ASSOCIATES INC 5711 BENT BRANCH ROAD BETHESDA MD 20816 RLF INSTRUCTOR AND PROGRAM DIRECTOR 161232 KNIGHTOPTTECH 12 CROSSFIELD COURT BEDMINSTER NJ 07921 RLF FACILITATOR AND INTERIM CEO SERVICES 150000 KSQUARE SOLUTIONS 433 EAST LASCOLINAS BLVD SUITE 850 IRVING TX 75039 IT CONSULTING & SERVICES 132960 6 REG LEADERSHIP FORUM 900099 2072409 2072409 MEMBERSHIP DUES 900099 609550 609550 ADV PRACTICES COUNCIL 900099 371100 371100 SIM CONNECT LIVE 900099 356715 205015 151700 31330 31330 3441104 14890 14890 976398 883766 92632 92632 92632 3548626 3289404 0 259222 303115 11084 570650 6925 121858 257888 143219 80333 238948 950331 60421 8450 PROGRAM DIRECTOR & OTHE 926270 LOCAL FORUM EXPENSES 120226 PROGRAM SERVICE EXPENSE 84669 BANK & CREDIT CARD FEES 74744 50017 4009148 455331 622703 78584 8360 257850 160878 943870 96750 301730 42387 2037365 931078 404756 163710 1624495 1653288 2029251 1816998 X 8114 -885920 8114 -885920 2037365 931078 X -460522 1253 -434765 X 0 1 X 1 0 0 1 0 0 X 3168078 1253 -381801 -380548 3548626 0 3548626 4070661 68438 68438 4002223 6925 6925 4009148 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 59,889. INVESTMENT EXPENSES -6,925. IMPAIRMENT LOSS ON SOFTWARE COSTS -434,765. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED ENTITY EXPENSES 29,207. GALA EXPENSES 39,231. X 0 0 0 MARK TAYLOR CHIEF EXECUTIVE (EFF. MAY 2019) 162115 0 0 0 0 0 0 0 0 0 162115 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. FORM 990, PART XI, LINE 9: IMPAIRMENT LOSS ON SOFTWARE -434,765. 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 0 0 0