2016-07-06T14:30:30-05:00 2015-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2015-01-01 362676838 SOCIETY FOR INFORMATION MANAGEMENT SOCI 8563806807 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 CAREN SHIOZAKI TREASURER/SECRETARY 8563806807 2016-07-06 1 JENNIFER SOLOT P00749373 2155677770 2015 2016-09-27 15:27:22Z CAREN SHIOZAKI 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 4519728 0 X WWW.SIMNET.ORG X 1968 IL TO BRING IT LEADERS TOGETHER TO SHARE, NETWORK & GIVE BACK TO THEIR COMMUNITIES. 8 8 1 25 0 0 0 0 3812508 4060753 38068 129061 0 0 3850576 4189814 132250 178000 0 0 143399 162397 0 0 0 3358919 3850291 3634568 4190688 216008 -874 4089995 3325918 2508409 1885873 1581586 1440045 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. SIMPOSIUM - BY BRINGING IT 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. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 57 0 1 1 0 0 0 0 0 0 0 0 X 8 8 0 1 1 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 ERIC GORHAM CHAIR 5.00 X X 0 0 0 KEVIN MORE VICE CHAIR 2.00 X X 0 0 0 JIM KNIGHT CHAIR EMERITUS 2.00 X X 0 0 0 CAREN SHIOZAKI TREASURER/SECRETARY 5.00 X X 0 0 0 KEVIN SAUER DIRECTOR, CHAPTER REP 2.00 X 0 0 0 RICK PRIDE DIRECTOR, CHAPTER REP 2.00 X 0 0 0 DAVID BERNDT DIRECTOR, CHAPTER REP 2.00 X 0 0 0 JOEL SCHWALBE DIRECTOR, CHAPTER REP 2.00 X 0 0 0 STEVE HUFFORD CHIEF EXECUTIVE 40.00 X 143087 0 0 143087 0 0 1 0 0 0 ASSOCIATION HEADQUARTERS INC 1120 ROUTE 73 SUITE 200 MT LAUREL NJ 08054 MANAGEMENT SERVICES' 604982 BABSON EXECUTIVE CONFERENCE CENTER PO BOX 57480 ONE EXECUTIVE EDUCATI BABSON PARK MA 02457 RLF FORUM CONFERENCE SERVICES 131493 WEISS ASSOCIATES INC 5711 BENT BRANCH ROAD BETHESDA MD 20816 STRATEGIC TRANSFORMATION 123442 GMMB INC WASHINGTON HARBOUR 3050 K STREET N WASHINGTON DC 20007 BRAND ARCHITECTURE 110231 PREMIER EVENT MANAGEMENT INC 9915 SW OLESON RD SUITE 206 PORTLAND OR 97223 SIMPOSIUM MANAGEMENT SERVICES 104895 5 REG LEADERSHIP FORUM 900099 2198015 2198015 ADV PRACTICES COUNCIL 900099 622779 622779 MEMBERSHIP DUES 900099 598225 598225 SIMPOSIUM 900099 581563 312565 268998 60171 60171 4060753 116156 116156 342819 329914 12905 12905 12905 4189814 3791755 0 398059 X 16000 142000 20000 151451 10946 741631 13932 857406 478016 200407 60702 337267 890112 6725 LOCAL FORUM EXPENSES 120242 BANK & CREDIT CARD FEES 73070 MISCELLANEOUS 70781 4190688 561468 769982 1740949 801038 87602 8090 266824 237283 1433152 1509525 4089995 3325918 394628 268084 2113781 1617789 2508409 1885873 X 1581586 1440045 1581586 1440045 4089995 3325918 -874 -140667 0 X 0 1 X 1 0 0 1 0 0 X 4035215 -140667 -140667 4175882 13932 13932 4189814 4176756 0 4176756 13932 13932 4190688 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 FINANCIAL STATEMENTS. THE SOCIETY BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 10000 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 10000 0 0 0 0 0 0 20000 0 20000 ADVANCED PRACTICE COUNCIL RESEARCH GRANTS EUROPE (INCLUDING ICELAND AND GREENLAND) 2 10000 CHECK FMV 0 0 0 0 0 0 PART I, LINE 2: THE SOCIETY CONDUCTS A COMPETITIVE APPLICATION PROCESS AND REQUIRES THE RECIPIENT TO ISSUE A FINAL REPORT. 1 CARSON GREIL GROUP LLC 6555 QUINCE ROAD MEMPHIS TN 38119 330997394 6000 FMV PROGRAM DEVELOPMENT GRANT 0 1 ADVANCED PRACTICES COUNCIL RESEARCH GRANTS 10 130000 FMV PROGRAM DEVELOPMENT GRANTS 2 12000 FMV PART I, LINE 2: RESEARCHERS ARE REQUIRED TO PROVIDE A REPORT UPON COMPLETION OF THE RESEARCH GRANT THAT PROVIDES INSIGHT ON THEIR FINDINGS. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION 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 $741,631 AND ARE REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS A MOTION WAS MADE AND APPROVED IN DECEMBER 2015 TO SEPARATE THE ROLES OF TREASURER AND SECRETARY. 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 11 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 MONITORING 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 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 IX, LINE 11G PROGRAM DIRECTOR & OTHER FEES 733,106. OTHER PROFESSIONAL FEES 124,300. SIM FOUNDATION PO BOX 241 MOUNTAIN LAKES NJ 07046 204516332 FUNDING OF EDUCATIONAL, RESEARCH & OTHER ACTIVITIES. IL 501(C)(3) 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0