Civic Intelligence

Society for Management Information Systems

990EZ • Fiscal year 2024 • EIN 45-2565962

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 10, 2025

Organization ProfileCHAPTER.SIMNET.ORG/SANDIEGO/HOME
3830 Valley Centre Dr 705-523San Diego, CA 92130

(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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

80th percentile

18%

Higher net margin than 80% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

27%

Faster asset growth than 83% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

50%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$155,781

Up $33,278 (+27%) from 2023

Net Assets

Up

$155,781

Up $33,278 (+27%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$180,767

Up $60,297 (+50%) from 2023

Expenses

Down

$147,489

Down $11,831 (-7.4%) from 2023

Net Income

Up

$33,278

Up $72,128 (+186%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2024

Assets$155,781
Liabilities-
Net Assets$155,781
Open 2024 Filing

Operations Trend

Revenue Growth89th 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

2024

Revenue$180,767
Expenses$147,489
Net Income$33,278
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 10, 2025
Return Version
2024v5.0
Gross Receipts
$180,767
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 Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve PhillpottPresident-$0--
Beto JuarezMember Chair-$0--
Barb MunroCofounder-$0--
Yasmin ShahMarketing Chair-$0--
Doug CyphersVice President-$0--
Bob CohenTreasurerPT$0--
Mike ZillProgram Chair-$0--
Dan HedstromEnclave 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
3830 Valley Centre Dr 705-523, San Diego, CA 92130

Signing Officer

Name
Bob Cohen
Title
Treasurer
Signed
2025-02-10
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: $54030”

Other Expenses.1007

“Conferences, Conventions, and Meetings $717”

Other Expenses.1

“EVENT EXPENSES $70109”

Other Expenses.2

“OUTSIDE SERVICES $13167”

Other Expenses.3

“WIT EXPENSE $2912”

Other Expenses.4

“VIDEO $2000”

Other Expenses.5

“Credit card fees/charges $1951”

Other Expenses.6

“Legal and professional fees $884”

Other Expenses.7

“SUPPLIES $826”

Other Expenses.8

“Information services $793”

Other Expenses.9

“TAXES AND FEES $100”

Raw XML Appendix156 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/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yasmin Shah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Doug Cyphers
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mike Zill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dan Hedstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Naresh Lachmandas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9David Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Maria Zack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Martin Gluck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Member Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Cofounder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Marketing Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Program Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Enclave Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Spons. Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Acad. Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11RT Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt093459
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WIT EXPENSE $2912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VIDEO $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CREDIT CARD FEES/CHARGES $1951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LEGAL AND PROFESSIONAL FEES $884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $826
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES AND FEES $100
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bob Cohen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIM San Diego Chapter
ReturnHeader/Filer/BusinessNameControlTxt0SIMS
ReturnHeader/Filer/EIN0452565962
ReturnHeader/Filer/PhoneNum07605056886
ReturnHeader/Filer/USAddress/AddressLine1Txt03830 Valley Centre Dr 705-523
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
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/ReturnTs02025-02-10T11:49:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,781
Liabilities
-
Net assets
$155,781
Revenue
$180,767
Expenses
$147,489
Net income
$33,278
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