Civic Intelligence

Society for Management Information Systems

EIN 45-2565962 • 501(c)6 • San Diego, CA

990-N Coverage

Profile

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.

3830 Valley Centre Dr 705-523San Diego, CA 92130

chapter.simnet.org/SANDIEGO/HOME

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

79th percentile

18%

Higher net margin than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-17%

Faster revenue growth than 28% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$182,792

Up $27,011 (+17%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$182,792

Up $27,011 (+17%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Down

$149,692

Down $31,075 (-17%) from 2024

Expenses

Down

$122,681

Down $24,808 (-17%) from 2024

Net Income

Down

$27,011

Down $6,267 (-19%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$182,792
Liabilities-
Net Assets$182,792
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$149,692
Expenses$122,681
Net Income$27,011
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,792
Liabilities
-
Net assets
$182,792
Revenue
$149,692
Expenses
$122,681
Net income
$27,011
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 15, 2026
Return Version
2025v4.1
Gross Receipts
$149,692
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve PhillpottPresident-$0--
Doug CyphersVice President-$0--
Barb MunroCofounder-$0--
Yasmin ShahMarketing Chair-$0--
David HendersonSecretary-$0--
Terrence WeekesTreasurerPT$0--
Steve HoytProgram Chair-$0--
Maria ZackAcademic Liason-$0--
Naresh LachmandasSpons. Chair-$0--
Monique Dumais-ChrisopeRound. Chair-$0--
Louse BrandyMember. Chair-$0--
Dan HedstromEncalve 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
Terrence Weekes
Title
Treasurer
Signed
2026-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Kornfeld and Associates 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: 3830 Valley Centre Dr 705-523 San Diego CA 92130 | Cash Amount Given: $38000”

Other Expenses.1001

“Advertising and Promotion $17863”

Other Expenses.1002

“Office Expenses $5076”

Other Expenses.1

“EVENT EXPENSES $57981”

Other Expenses.2

“Legal and professional fees $1119”

Other Expenses.3

“WIT EVENTS $1028”

Other Expenses.4

“MEALS $956”

Other Expenses.5

“TRAVEL $473”

Other Expenses.6

“BANK CHARGES $105”

Other Expenses.7

“Business licenses and permits $80”

Raw XML Appendix153 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/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092130
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0155781
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Phillpott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Doug Cyphers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Barb Munro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yasmin Shah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4David Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Terrence Weekes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Steve Hoyt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Maria Zack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Naresh Lachmandas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Monique Dumais-Chrisope
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Louse Brandy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Dan Hedstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Cofounder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Marketing Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Program Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Academic Liason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Spons. Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Round. Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Member. Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Encalve Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt084681
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
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0149692
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: 3830 Valley Centre Dr 705-523 San Diego CA 92130 | Cash Amount Given: $38000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $17863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $5076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT EXPENSES $57981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LEGAL AND PROFESSIONAL FEES $1119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WIT EVENTS $1028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS $956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRAVEL $473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BUSINESS LICENSES AND PERMITS $80
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Terrence Weekes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-15
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/PreparerFirmGrp/PreparerFirmEIN0330578780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kornfeld and Associates 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/ReturnTs02026-04-15T11:29:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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