Civic Intelligence

Society for Management Information Systems

990EZ • Fiscal year 2021 • EIN 45-2565962

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 01, 2022

Organization ProfileCHAPTER.SIMNET.ORG/SANDIEGO/HOME
640 Grand Avenue DCarlsbad, 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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

28%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$180,199

Up $46,858 (+35%) from 2020

Net Assets

Up

$180,199

Up $46,858 (+35%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$96,807

Up $21,453 (+28%) from 2020

Expenses

Down

$49,949

Down $721 (-1.4%) from 2020

Net Income

Up

$46,858

Up $22,174 (+90%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2021

Assets$180,199
Liabilities-
Net Assets$180,199
Open 2021 Filing

Operations Trend

Revenue Growth72nd 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

2021

Revenue$96,807
Expenses$49,949
Net Income$46,858
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 1, 2022
Return Version
2021v4.0
Gross Receipts
$96,807
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 Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve PhillpottPresident-$0--
Barb MunroMember Chair-$0--
Yasmin ShahMarketing Chair-$0--
Doug CyphersVice President-$0--
Bob CohenTreasurer-$0--
Mike ZillProgram Chair-$0--
Naresh LachmandasSpons. Chair-$0--
David HendersonSecretary-$0--
Maria ZackAcad. Liaison-$0--
Martin GluckRt Chair-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Bob Cohen
Title
Treasurer
Signed
2022-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Kornfeld and Associates CPAs
Address
2067 1st 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: $30000”

Other Expenses.1

“EVENT EXPENSES $10838”

Other Expenses.2

“OUTSIDE SERVICES $5500”

Other Expenses.3

“Credit card fees/charges $1421”

Other Expenses.4

“WIT EXPENSE $825”

Other Expenses.5

“Information services $637”

Other Expenses.6

“Legal and professional fees $430”

Other Expenses.7

“SUPPLIES $248”

Other Expenses.8

“TAXES AND FEES $50”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Robert Cohen
IRS990EZ/BooksInCareOfDetail/PhoneNum07605056886
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0640 Grand Avenue Suite D
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0133341
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0180199
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt058644
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt046858
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0133341
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0180199
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030000
IRS990EZ/GrossReceiptsAmt096807
IRS990EZ/GroupExemptionNum03701
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038163
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0133341
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0180199
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0133341
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0180199
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Phillpott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Barb Munro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Yasmin Shah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Doug Cyphers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bob Cohen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mike Zill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Naresh Lachmandas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7David Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Maria Zack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Martin Gluck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Member Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Marketing Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Program Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Spons. Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Acad. Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9RT Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019949
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/TotalExpensesAmt049949
IRS990EZ/TotalRevenueAmt096807
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: $30000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENT EXPENSES $10838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSIDE SERVICES $5500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CREDIT CARD FEES/CHARGES $1421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WIT EXPENSE $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INFORMATION SERVICES $637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LEGAL AND PROFESSIONAL FEES $430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES AND FEES $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bob Cohen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIM San Diego Chapter
ReturnHeader/Filer/BusinessNameControlTxt0SIMS
ReturnHeader/Filer/EIN0452565962
ReturnHeader/Filer/PhoneNum07605056886
ReturnHeader/Filer/USAddress/AddressLine1Txt0640 Grand Avenue D
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330578780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kornfeld and Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02067 1st Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092101
ReturnHeader/PreparerPersonGrp/PhoneNum06195638000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Kornfeld
ReturnHeader/ReturnTs02022-03-01T16:53:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bob
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cohen
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,199
Liabilities
-
Net assets
$180,199
Revenue
$96,807
Expenses
$49,949
Net income
$46,858
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