SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS (EIN 36-2676838)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-22
- IRS object ID
- 201302959349300720
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-22T11:26:57-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232896692 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362676838 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR INFORMATION MANAGEMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 8564390500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 COMMERCE PARKWAY NO C | AddressLine1 |
| City | MOUNT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAREN SHIOZAKI | Name |
| Title | TREASURER | Title |
| Phone | 8564390500 | Phone |
| Date Signed | 2013-10-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIANNE MAK | Name |
| PTIN | P00297744 | PTIN |
| Phone | 2155677770 | Phone |
| Date Prepared | 2013-10-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CAREN SHIOZAKI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 COMMERCE PARKWAY NO C | AddressLine1 |
| City | MOUNT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4132857 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.SIMNET.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO KEEP MEMBERS INFORMED OF ADVANCEMENT IN THE INDUSTRY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 478559 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2316653 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2821614 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 27231 | InvestmentIncomePriorYear |
| Investment Income Current Year | 42471 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 16908 | OtherRevenuePriorYear |
| Other Revenue Current Year | 20115 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2360792 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3362759 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 128000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 133018 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2232187 | OtherExpensePriorYear |
| Other Expenses Current Year | 2884274 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2232187 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3145292 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 128605 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 217467 | RevenuesLessExpensesCY |
| Total Assets BOY | 2322295 | TotalAssetsBOY |
| Total Assets EOY | 2639274 | TotalAssetsEOY |
| Total Liabilities BOY | 1614759 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1393818 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 707536 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1245456 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SIM 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION HEADQUARTERS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8564390500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 COMMERCE PARKWAY SUITE C | AddressLine1 |
| City | MOUNT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JIM KNIGHT | ||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 |
| ERIC GORHAM | ||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| PATRICIA COFFEY | ||||||
| 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 | |
| KEVIN MORE | ||||||
| DIRECTOR, CHAPTER REP | 2.00 | X | 0 | 0 | 0 | |
| JOEL SCHWALBE | ||||||
| DIRECTOR, CHAPTER REP | 2.00 | X | 0 | 0 | 0 | |
| STEVE HUFFORD | ||||||
| CHIEF EXECUTIVE DIRECTOR | 40.00 | X | 86540 | 0 | 0 | |
| AMY WILLIAMS | ||||||
| CHIEF EXECUTIVE STAFF | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 86540 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ASSOCIATION HEADQUARTERS INC | |||||
| 15000 COMMERCE PARKWAY SUITE C | MOUNT LAUREL | NJ | 08054 | MANAGEMENT SERVICES | 810295 |
| MEETING TRACK INC | |||||
| COOPER CREEK ESTATES | OLATHE | KS | 66051 | MEETING PLANNING SERVICES | 189037 |
| WEISS ASSOCIATES INC | |||||
| 5711 BENT BRANCH ROAD | BETHESDA | MD | 20810 | STRATEGIC TRANSFORMATION | 122178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Membership Dues | 478559 | MembershipDues |
| Total Contributions | 478559 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| REG LEADERSHIP FORUM | 900099 | 1368887 | 1368887 | |
| SIMPOSIUM | 900099 | 856777 | 386627 | $470,150 |
| ADV PRACTICES COUNCIL | 900099 | 595950 | 595950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2821614 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43256 | TotalRevenueColumn |
| Exclusion | $43,256 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 769313 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 770098 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -785 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -785 | TotalRevenueColumn |
| Exclusion | -$785 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 20115 | TotalRevenueColumn |
| Exclusion | $20,115 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 20115 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3362759 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2351464 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $532,736 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128000 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126398 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6620 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 640780 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9314 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 495612 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276317 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178975 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14958 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194025 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 920538 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7059 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| LOCAL FORUM EXPENSES | 61198 |
| BANK & CREDIT CARD FEES | 22985 |
| PROFESSIONAL FEES | 17797 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44716 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3145292 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1302806 | BOY |
| EOY | 796934 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255000 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42365 | BOY |
| EOY | 111581 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243487 | BOY |
| EOY | 202695 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462419 | BOY |
| EOY | 1528064 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16218 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2322295 | BOY |
| EOY | 2639274 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330002 | BOY |
| EOY | 191842 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1281718 | BOY |
| EOY | 1201976 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3039 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1614759 | BOY |
| EOY | 1393818 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 707536 | BOY |
| EOY | 1245456 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 707536 | BOY |
| EOY | 1245456 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2322295 | BOY |
| EOY | 2639274 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 217467 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 74932 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 245521 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 1 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 1 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3428377 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 74932 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 74932 | RevenueNotRptdF990 |
| Revenue Subtotal | 3353445 | RevenueSubtotal |
| Investment Expenses Not Included | 9314 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 9314 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3362759 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3135978 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3135978 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 9314 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 9314 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3145292 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | 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 RECOGNIZE 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| ADVANCED PRACTICES COUNCIL RESEARCH GRANTS | 9 | 116000 |
| REGIONAL LEADERSHIP FORUM RESEARCH GRANTS | 2 | 12000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: RESEARCHERS ARE REQUIRED TO PROVIDE A REPORT UPON COMPLETION OF THE RESEARCH GRANT THAT PROVIDES INSIGHT ON THEIR FINDINGS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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, INCLUDING THE POSITION OF CHIEF EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE STAFF(NON-VOTING MEMBERS OF THE GOVERNING BODY) OF THE ORGANIZATION. EXPENSES INCURRED BY THE SOCIETY FOR THIS MANAGEMENT SERVICE COMPANY, TOTALED $640,780 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 WHO HAVE THE RIGHT TO PARTICIPATE IN THE SOCIETY'S GOVERNANCE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS OF GOVERING 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 DIRECTOR'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: TOTAL EXPENSES 205,403. FACILITATOR FEES: TOTAL EXPENSES 189,000. OUTSIDE ADMIN SUPPORT: TOTAL EXPENSES 61,110. OTHERS: TOTAL EXPENSES 40,099. | OTHER FEES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIM FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MICHIGAN AVE SUITE 2200 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204516332 | EIN |
| Primary Activities | FUNDING OF EDUCATIONAL, RESEARCH & OTHER ACTIVITIES. | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(2) | PublicCharityStatus |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |