Civic Intelligence

Society for Management Information Systems

990EZ • Fiscal year 2023 • EIN 45-2565962

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 02, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

12th percentile

-32%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$122,503

Down $38,850 (-24%) from 2022

Net Assets

Down

$122,503

Down $38,850 (-24%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Up

$120,470

Up $42,019 (+54%) from 2022

Expenses

Up

$159,320

Up $62,023 (+64%) from 2022

Net Income

Down

-$38,850

Down $20,004 (-106%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2023

Assets$122,503
Liabilities-
Net Assets$122,503
Open 2023 Filing

Operations Trend

Revenue Growth87th 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

2023

Revenue$120,470
Expenses$159,320
Net Income-$38,850
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 2, 2024
Return Version
2023v4.0
Gross Receipts
$120,470
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 Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve PhillpottPresident-$0--
Barb MunroMember Chair-$0--
Yasmin ShahMarketing Chair-$0--
Doug CyphersVice President-$0--
Bob CohenTreasurerPT$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
2024-03-02
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: $78880”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2490”

Other Expenses.1

“EVENT EXPENSES $56887”

Other Expenses.2

“OUTSIDE SERVICES $7150”

Other Expenses.3

“VIDEO $6900”

Other Expenses.4

“WIT EXPENSE $2541”

Other Expenses.5

“SUPPLIES $2077”

Other Expenses.6

“Credit card fees/charges $1030”

Other Expenses.7

“Legal and professional fees $849”

Other Expenses.8

“Information services $441”

Other Expenses.9

“TAXES AND FEES $75”

Raw XML Appendix154 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Phillpott
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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/OtherExpensesTotalAmt080440
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.
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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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: $78880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $2490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT EXPENSES $56887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE SERVICES $7150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VIDEO $6900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WIT EXPENSE $2541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $2077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CREDIT CARD FEES/CHARGES $1030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LEGAL AND PROFESSIONAL FEES $849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INFORMATION SERVICES $441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES AND FEES $75
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bob Cohen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-02
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-03-02T10:28:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bob
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cohen
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,503
Liabilities
-
Net assets
$122,503
Revenue
$120,470
Expenses
$159,320
Net income
-$38,850
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