Civic Intelligence

Society for Management Information Systems

990EZ • Fiscal year 2019 • EIN 45-2565962

Jan 01, 2019 to Dec 31, 2019 • Filed on May 05, 2020

Organization ProfileCHAPTER.SIMNET.ORG/SANDIEGO/HOME
640 Grand AvenueCarlsbad, CA 92008

(760) 505-6886

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

95th percentile

40%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

4.2%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$108,657

Up $39,744 (+58%) from 2018

Net Assets

Up

$108,657

Up $39,744 (+58%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$98,280

Up $3,965 (+4.2%) from 2018

Expenses

Up

$58,536

Up $3,076 (+5.5%) from 2018

Net Income

Up

$39,744

Up $889 (+2.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2018: $68,913Net Assets 2018: $68,9132018Assets 2019: $108,657Net Assets 2019: $108,6572019Assets 2020: $133,341Net Assets 2020: $133,3412020Assets 2021: $180,199Net Assets 2021: $180,1992021Assets 2022: $161,353Net Assets 2022: $161,3532022Assets 2023: $122,503Net Assets 2023: $122,5032023Assets 2024: $155,781Net Assets 2024: $155,7812024Assets 2025: $182,792Net Assets 2025: $182,7922025

Highlighted filing

2019

Assets$108,657
Liabilities-
Net Assets$108,657
Open 2019 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2018: $94,315Expenses 2018: $55,460Net Income 2018: $38,8552018Revenue 2019: $98,280Expenses 2019: $58,536Net Income 2019: $39,7442019Revenue 2020: $75,354Expenses 2020: $50,670Net Income 2020: $24,6842020Revenue 2021: $96,807Expenses 2021: $49,949Net Income 2021: $46,8582021Revenue 2022: $78,451Expenses 2022: $97,297Net Income 2022: -$18,8462022Revenue 2023: $120,470Expenses 2023: $159,320Net Income 2023: -$38,8502023Revenue 2024: $180,767Expenses 2024: $147,489Net Income 2024: $33,2782024Revenue 2025: $149,692Expenses 2025: $122,681Net Income 2025: $27,0112025

Highlighted filing

2019

Revenue$98,280
Expenses$58,536
Net Income$39,744
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 5, 2020
Return Version
2019v5.0
Gross Receipts
$98,280
Mission and Program Overview

Mission

To promote and foster the development of information technology for the improvement of management performance. The corporation will serve itself as a cohesive group with a common voice in regards to its interests.

Program Services

DescriptionGrantsExpenses
THE CHAPTER IS ORGANIZED FOR THE EDUCATIONAL PURPOSE OF FOSTERING THE DEVELOPMENT OF INFORMATION TECHNOLOGY FOR THE IMPROVEMENT OF MANAGEMENT PERFORMANCE, AS CONSISTENT WITH THE PURPOSE OF THE SOCIETY FOR INFORMATION MANAGEMENT. THE CHAPTER IS CHARTERED BY THE SOCIETY FOR INFORMATION MANAGEMENT AND IS RESPONSIVE TO THE SOCIETY'S RULES.--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve PhillpottPresident-$0--
Pete DillonVice President-$0--
Barb MunroMember Chair-$0--
Yasmin ShahMarketing Chair-$0--
Doug CyphersSecretary-$0--
Bob CohenTreasurer-$0--
Shelly SelvarajProgram Chair-$0--
Paul PeabodyAcademic Liason-$0--
Filing and Contact Details

Filer

Filer Name
SIM San Diego Chapter
EIN
45-2565962
Phone
7605056886
Address
640 Grand Avenue, Carlsbad, CA 92008

Signing Officer

Name
Bob Cohen
Title
Treasurer
Signed
2020-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Kornfeld and Levy CPAs
Address
2067 First Avenue, San Diego, CA 92101
Preparer
Gary Kornfeld
Phone
6195638000
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: MULTIPLE RECIPIENTS NOT EXCEEDING $5K | Donee's Address: 640 Grand Avenue Suite D Carlsbad CA 92008 | Cash Amount Given: $28385”

Other Expenses.1005

“Travel $2416”

Other Expenses.1

“EVENT EXPENSES $18410”

Other Expenses.2

“VIDEO $3750”

Other Expenses.3

“OUTSIDE SERVICES $3598”

Other Expenses.4

“Credit card fees/charges $797”

Other Expenses.5

“Legal and professional fees $649”

Other Expenses.6

“Information services $436”

Other Expenses.7

“SUPPLIES $95”

Raw XML Appendix134 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07605056886
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068913
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IRS990EZ/ContributionsGiftsGrantsEtcAmt074444
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt039744
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IRS990EZ/GrossReceiptsAmt098280
IRS990EZ/GroupExemptionNum03701
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt023836
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068913
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108657
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Phillpott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Pete Dillon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Barb Munro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yasmin Shah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Doug Cyphers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bob Cohen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shelly Selvaraj
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Paul Peabody
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Member Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Marketing Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Program Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Academic Liason
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030151
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND FOSTER THE DEVELOPMENT OF INFORMATION TECHNOLOGY FOR THE IMPROVEMENT OF MANAGEMENT PERFORMANCE. THE CORPORATION WILL SERVE ITSELF AS A COHESIVE GROUP WITH A COMMON VOICE IN REGARDS TO ITS INTERESTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CHAPTER IS ORGANIZED FOR THE EDUCATIONAL PURPOSE OF FOSTERING THE DEVELOPMENT OF INFORMATION TECHNOLOGY FOR THE IMPROVEMENT OF MANAGEMENT PERFORMANCE, AS CONSISTENT WITH THE PURPOSE OF THE SOCIETY FOR INFORMATION MANAGEMENT. THE CHAPTER IS CHARTERED BY THE SOCIETY FOR INFORMATION MANAGEMENT AND IS RESPONSIVE TO THE SOCIETY'S RULES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt058536
IRS990EZ/TotalRevenueAmt098280
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://CHAPTER.SIMNET.ORG/SANDIEGO/HOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MULTIPLE RECIPIENTS NOT EXCEEDING $5K | Donee's Address: 640 Grand Avenue Suite D Carlsbad CA 92008 | Cash Amount Given: $28385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $2416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT EXPENSES $18410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VIDEO $3750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE SERVICES $3598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CREDIT CARD FEES/CHARGES $797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LEGAL AND PROFESSIONAL FEES $649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INFORMATION SERVICES $436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $95
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bob Cohen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIM San Diego Chapter
ReturnHeader/Filer/BusinessNameControlTxt0SIMS
ReturnHeader/Filer/EIN0452565962
ReturnHeader/Filer/PhoneNum07605056886
ReturnHeader/Filer/USAddress/AddressLine1Txt0640 Grand Avenue
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330578780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kornfeld and Levy CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02067 First Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092101
ReturnHeader/PreparerPersonGrp/PhoneNum06195638000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Kornfeld
ReturnHeader/ReturnTs02020-05-05T17:30:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,657
Liabilities
-
Net assets
$108,657
Revenue
$98,280
Expenses
$58,536
Net income
$39,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.83$1.83$1.50$1.23$0.27
2024Detailed filing. Detailed filing data is available for this year.$1.56$1.56$1.81$1.47$0.33
2023Detailed filing. Detailed filing data is available for this year.$1.23$1.23$1.20$1.59$0.39
2022Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.78$0.97$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.80$1.80$0.97$0.50$0.47
2020Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.75$0.51$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.98$0.59$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.94$0.55$0.39