2015-11-06T09:53:40-06:00 2014-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2014-01-01 362676838 SOCIETY FOR INFORMATION MANAGEMENT SOCI 8563806807 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 CAREN SHIOZAKI TREASURER/SECRETARY 8563806807 2015-11-06 1 JENNIFER SOLOT P00749373 2155677770 2014 2016-03-07 17:11:31Z X CAREN SHIOZAKI 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 4001492 0 X WWW.SIMNET.ORG X 1968 IL TO KEEP MEMBERS INFORMED OF ADVANCEMENT IN THE INDUSTRY. 8 8 1 30 0 0 0 0 3208170 3812508 67545 38068 30048 0 3305763 3850576 199945 132250 0 0 140011 143399 0 0 0 2928291 3358919 3268247 3634568 37516 216008 3308690 4089995 1936796 2508409 1371894 1581586 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. 0 0 ADVANCED 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. 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 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. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 45 0 1 1 0 0 0 0 0 0 0 0 X 8 8 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 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 128420 0 0 128420 0 0 1 0 0 0 ASSOCIATION HEADQUARTERS INC 1120 ROUTE 73 SUITE 200 MT LAUREL NJ 08054 MGT SVC COMPANY 607285 WEISS ASSOCIATES INC 5711 BENT BRANCH ROAD BETHESDA MD 20816 STRATEGIC TRANSFORMATION 133893 2 REG LEADERSHIP FORUM 900099 1906244 1906244 SIMPOSIUM 900099 696059 301300 394759 ADV PRACTICES COUNCIL 900099 620757 620757 MEMBERSHIP DUES 900099 542798 542798 46650 46650 3812508 94812 94812 94172 150916 -56744 -56744 -56744 3850576 3417749 0 432827 X 97250 35000 133575 9824 675409 13230 663969 415448 171102 37515 254119 907470 6862 LOCAL FORUM EXPENSES 106754 BANK & CREDIT CARD FEES 75626 PROFESSIONAL FEES 15818 OTHER 15597 3634568 180520 561468 1387073 1740949 23107 87602 314484 266824 1403506 1433152 3308690 4089995 442092 394628 1494704 2113781 1936796 2508409 X 1371894 1581586 1371894 1581586 3308690 4089995 216008 -6316 0 X 0 1 X 1 0 1 1 0 0 X 3831030 -6316 -6316 3837346 13230 13230 3850576 3621338 0 3621338 13230 13230 3634568 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 0 0 0 0 0 0 0 0 0 ADVANCED PRACTICE COUNCIL RESEARCH GRANTS EUROPE (INCLUDING ICELAND AND GREENLAND) 5 35000 CHECK 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 ADVANCED PRACTICES COUNCIL RESEARCH GRANTS 6 57250 REGIONAL LEADERSHIP FORUM RESEARCH GRANTS 2 40000 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 $675,409 AND ARE REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A. 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 FEES 222,275. FACILITATOR FEES 300,025. OUTSIDE ADMIN SUPPORT 62,588. OTHER PROFESSIONAL FEES 79,081. SIM FOUNDATION PO BOX 241 MOUNTAIN LAKES NJ 07046 204516332 FUNDING OF EDUCATIONAL, RESEARCH & OTHER ACTIVITIES. IL 501(C)(3) 509(A)(2) 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0