Civic Intelligence

IT Service Management Forum - USA

990 • Fiscal year 2017 • EIN 75-2719235

Mar 01, 2016 to Feb 28, 2017 • Filed on Nov 10, 2017

Organization Profilewww.itsmfusa.org
PO Box 1907Cypress, TX 77410

(626) 963-1900

Siviq Scores

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

Liabilities / Assets

46th percentile

0.07x

Higher debt load relative to assets than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.16x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

83rd percentile

24%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$1,449,870

Up $278,999 (+24%) from 2016

Net Assets

Up

$1,348,958

Up $277,866 (+26%) from 2016

Liabilities

Up

$100,912

Up $1,133 (+1.1%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Down

$634,692

Down $179,269 (-22%) from 2016

Expenses

Down

$356,826

Down $120,341 (-25%) from 2016

Net Income

Down

$277,866

Down $58,928 (-17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $424,333Liabilities 2011: $517,172Net Assets 2011: -$92,8392011Assets 2012: $649,986Liabilities 2012: $354,145Net Assets 2012: $295,8412012Assets 2013: $695,920Liabilities 2013: $323,783Net Assets 2013: $372,1372013Assets 2014: $914,714Liabilities 2014: $433,115Net Assets 2014: $481,5992014Assets 2015: $1,151,548Liabilities 2015: $417,250Net Assets 2015: $734,2982015Assets 2016: $1,170,871Liabilities 2016: $99,779Net Assets 2016: $1,071,0922016Assets 2017: $1,449,870Liabilities 2017: $100,912Net Assets 2017: $1,348,9582017Assets 2019: $667,924Liabilities 2019: $185,241Net Assets 2019: $482,6832019Assets 2020: $433,762Liabilities 2020: $33,999Net Assets 2020: $399,7632020Assets 2021: $420,627Liabilities 2021: $33,338Net Assets 2021: $387,2892021Assets 2022: $383,787Liabilities 2022: $21,656Net Assets 2022: $362,1312022

Highlighted filing

2017

Assets$1,449,870
Liabilities$100,912
Net Assets$1,348,958
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $647,447Expenses 2011: $661,711Net Income 2011: -$14,2642011Revenue 2012: $884,343Expenses 2012: $495,663Net Income 2012: $388,6802012Revenue 2013: $752,423Expenses 2013: $676,127Net Income 2013: $76,2962013Revenue 2014: $654,676Expenses 2014: $545,214Net Income 2014: $109,4622014Revenue 2015: $703,011Expenses 2015: $450,312Net Income 2015: $252,6992015Revenue 2016: $813,961Expenses 2016: $477,167Net Income 2016: $336,7942016Revenue 2017: $634,692Expenses 2017: $356,826Net Income 2017: $277,8662017Revenue 2019: $941,752Expenses 2019: $1,708,428Net Income 2019: -$766,6762019Revenue 2020: $82,087Expenses 2020: $165,007Net Income 2020: -$82,9202020Revenue 2021: $79,638Expenses 2021: $92,112Net Income 2021: -$12,4742021Revenue 2022: $60,585Expenses 2022: $85,743Net Income 2022: -$25,1582022

Highlighted filing

2017

Revenue$634,692
Expenses$356,826
Net Income$277,866
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$634,692
Mission and Program Overview

Mission

IT Service Management Forum-USA (ITSMF) was formed to provide leadership and build the community of service management professionals through the understanding and advancement of best pratices in IT service management.

IT Service Management Forum - USA (ITSMF) was formed to provide leadership and build the community of service management professionals through the understanding and advancement of best practices in IT service management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$825,959$826,543▲ $584
Cash and Non-Interest-Bearing Accounts$89,177$401,284▲ $312,107
Accounts Receivable$254,436$172,043▼ $82,393
Prepaid Expenses and Deferred Charges$1,299$50,000▲ $48,701
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,170,871$1,449,870▲ $278,999
Other Assets Total-$0-
Liabilities
Deferred Revenue$99,779$86,710▼ $13,069
Accounts Payable and Accrued Expenses-$14,202-
Total Liabilities$99,779$100,912▲ $1,133
Net Assets / Fund Balance
Unrestricted Net Assets$1,071,092$1,348,958▲ $277,866
Total Net Assets Fund Balance$1,071,092$1,348,958▲ $277,866
Total Liabilities and Net Assets / Fund Balance$1,170,871$1,449,870▲ $278,999
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Pam ErskinePresident
Cathy KirchPresident Elect
Brenda IniguezDirector
David NottinghamDirector
Doug TedderDirector
Gail TalbotDirector
Amy GreenSecretary
Kevin RitterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200,731
Program Service Revenue
$433,231
Investment Income
$730
Other Revenue
$0
Change in Net Assets
$277,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$317,168
Salaries, Compensation, and Employee Benefits$39,658
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$28,339$26,157-$54,496
Other Salaries and Wages$20,622$19,036-$39,658
Information Technology$12,728$11,749-$24,477
Other Expenses$8,247$7,612-$15,859
Advertising$7,096$6,550-$13,646
Occupancy$6,891$6,360-$13,251
Fees for Services Accounting$5,674$5,237-$10,911
Fees for Services Legal$3,686$3,402-$7,088
Office Expenses$463$428-$891
Total Functional Expenses$185,551$171,275$0$356,826
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed by the treasurer before being finalized and filed with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflict of interest policies are documented and maintained on the board website. When an area of potential conflict arises in the course of the board conducting their business, the board will hold the member accountable to recuse themselves. By posting, the board understands areas of conflict. If it is determined after a conflict that a board member acted inappropriately, there is an ethics complaint process that could be initiated to address the situation.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board reviews and approves all compensation, including annual adjustments, bonuses, etc. This is generally done in executive session but documented in the minutes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Policies and governing documents are posted on the website. This includes bylaws, operational documents, ethics review and the complaint process. An annual general meeting is held to provide an update to the membership. Following the meeting a copy of the presentation, including the audit results, are posted in the members only area of the website. All board members are provided a full copy of the audit report and year end financials, as well as monthly financial reports.”

Filing and Contact Details

Filer

Filer Name
IT Service Management Forum - USA
EIN
75-2719235
Phone
6269631900
Address
PO Box 1907, Cypress, TX 77410

Signing Officer

Name
Kevin Ritter
Title
Director
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
200

Preparer

Firm
Miller Giangrande LLP
Address
915 W Imperial Hwy Ste 110, Brea, CA 92821-3815
Preparer
Michael B Becher
Phone
7144942200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“Bank & Credit Card Charges: Column (A) - Total = $5221; Column (B) - Program Services = $2715; Column (C) - Management & General = $2506; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Committee Expenses: Column (A) - Total = $9202; Column (B) - Program Services = $4785; Column (C) - Management & General = $4417; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Conference expenses: Column (A) - Total = $9651; Column (B) - Program Services = $5019; Column (C) - Management & General = $4632; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Election Services: Column (A) - Total = $4840; Column (B) - Program Services = $2517; Column (C) - Management & General = $2323; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $1730; Column (B) - Program Services = $900; Column (C) - Management & General = $830; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Strategic Projects: Column (A) - Total = $10796; Column (B) - Program Services = $5614; Column (C) - Management & General = $5182; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Tele-Conference Bridges: Column (A) - Total = $42; Column (B) - Program Services = $22; Column (C) - Management & General = $20; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Trade Shows: Column (A) - Total = $13014; Column (B) - Program Services = $6767; Column (C) - Management & General = $6247; Column (D) - Fundraising = $0”

Financial Statement Notes

Part X : FIN48 Footnote

“ITSMF USA considers many factors when evaluating and estimating its tax positions and tax benefits, which may not accurately anticipate actual outcomes. ITSMF USA evaluates its uncertain tax positions using the provisions in conformity with U.S. GAAP. These standards require management to perform an evaluation of all income tax positions taken, or expected to be taken in the course of preparing ITSMF USA's income tax return. Management believes the income tax positions taken more likely than not will be sustained under examination by the applicable tax authorities. Examples of tax positions relate to the potential sources of unrelated business taxable income. Since tax matters are subject to some degree of uncertainty, there can be no assurance that ITSMF USA's tax return will not be challenged by the taxing authorities and that ITSMF USA will not be subject to additional tax, penalties, and interest as a result of such challenge. Generally, ITSMF USA's tax return remains open for three years for federal income tax examination, and four years for state income tax examination.”

Raw XML AppendixShowing 400 of 478 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014202
IRS990/AccountsReceivableGrp/BOYAmt0254436
IRS990/AccountsReceivableGrp/EOYAmt0172043
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0IT Service Management Forum - USA (ITSMF) was formed to provide leadership and build the community of service management professionals through the understanding and advancement of best practices in IT service management.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt06550
IRS990/AdvertisingGrp/ProgramServicesAmt07096
IRS990/AdvertisingGrp/TotalAmt013646
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt026157
IRS990/AllOtherExpensesGrp/ProgramServicesAmt028339
IRS990/AllOtherExpensesGrp/TotalAmt054496
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0IT Service Management Forum
IRS990/BooksInCareOfDetail/PhoneNum06269631900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1907
IRS990/BooksInCareOfDetail/USAddress/CityNm0Cypress
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077410
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt089177
IRS990/CashNonInterestBearingGrp/EOYAmt0401284
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0200731
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0730
IRS990/CYOtherExpensesAmt0317168
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0433231
IRS990/CYRevenuesLessExpensesAmt0277866
IRS990/CYSalariesCompEmpBnftPaidAmt039658
IRS990/CYTotalExpensesAmt0356826
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0634692
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt099779
IRS990/DeferredRevenueGrp/EOYAmt086710
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0ITSMF offers membership and sponsorship opportunities for IT service professionals to learn and connect with one another to enhance their technical and managerial abilities. Membership and sponsorship benefits include educational courses provided by accredited training vendors, a variety of webinars and online conferences, access to educational papers, and other services. ITSMF implemented a new association management system and self service website, insuring the organization has the tools to support their members.ITSMF also sells publications, books, digital products, and other items online. Members receive a discount on their purchases.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0130527
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05237
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05674
IRS990/FeesForServicesAccountingGrp/TotalAmt010911
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03402
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03686
IRS990/FeesForServicesLegalGrp/TotalAmt07088
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Doug Tedder
IRS990/Form990PartVIISectionAGrp/PersonNm1Cathy Kirch
IRS990/Form990PartVIISectionAGrp/PersonNm2Brenda Iniguez
IRS990/Form990PartVIISectionAGrp/PersonNm3Gail Talbot
IRS990/Form990PartVIISectionAGrp/PersonNm4David Nottingham
IRS990/Form990PartVIISectionAGrp/PersonNm5Pam Erskine
IRS990/Form990PartVIISectionAGrp/PersonNm6Amy Green
IRS990/Form990PartVIISectionAGrp/PersonNm7Kevin Ritter
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0634692
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011749
IRS990/InformationTechnologyGrp/ProgramServicesAmt012728
IRS990/InformationTechnologyGrp/TotalAmt024477
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0730
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0730
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0200731
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Driving business value through the development of IT service management professionals.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01071092
IRS990/NetAssetsOrFundBalancesEOYAmt01348958
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06360
IRS990/OccupancyGrp/ProgramServicesAmt06891
IRS990/OccupancyGrp/TotalAmt013251
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0428
IRS990/OfficeExpensesGrp/ProgramServicesAmt0463
IRS990/OfficeExpensesGrp/TotalAmt0891
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Outside Contractors
IRS990/OtherExpensesGrp/Desc1Local Interest Groups
IRS990/OtherExpensesGrp/Desc2Board Member Expenses
IRS990/OtherExpensesGrp/Desc3International expenses (levy)
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt048016
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121779
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214949
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt37612
IRS990/OtherExpensesGrp/ProgramServicesAmt052017
IRS990/OtherExpensesGrp/ProgramServicesAmt123594
IRS990/OtherExpensesGrp/ProgramServicesAmt216194
IRS990/OtherExpensesGrp/ProgramServicesAmt38247
IRS990/OtherExpensesGrp/TotalAmt0100033
IRS990/OtherExpensesGrp/TotalAmt145373
IRS990/OtherExpensesGrp/TotalAmt231143
IRS990/OtherExpensesGrp/TotalAmt315859
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019036
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020622
IRS990/OtherSalariesAndWagesGrp/TotalAmt039658
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01299
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/Desc0Commission Income
IRS990/ProgramServiceRevenueGrp/Desc1Education Conferences
IRS990/ProgramServiceRevenueGrp/Desc2Local Interest Groups
IRS990/ProgramServiceRevenueGrp/Desc3Sponsorships
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02337
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1338146
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt260498
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt332250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02337
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1338146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt260498
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt332250
IRS990/ProgSrvcAccomActy2Grp/Desc0Members of ITSMF have the opportunity to join local interest groups. ITSMF provides financial support to approximately 34 local and special interest groups. Support is provided in many ways from funding to program development and delivery.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt045373
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt060499
IRS990/ProgSrvcAccomActy3Grp/Desc0ITSMF offers an annual conference where members of the service management community are able to connect, learn and grow through interactive workshops, keynote presentations, and networking with vendors and service management professionals.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09651
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0338143
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0239124
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-948
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0343425
IRS990/PYProgramServiceRevenueAmt0575785
IRS990/PYRevenuesLessExpensesAmt0336794
IRS990/PYSalariesCompEmpBnftPaidAmt0133742
IRS990/PYTotalExpensesAmt0477167
IRS990/PYTotalRevenueAmt0813961
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0277866
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0219458
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0825959
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0826543
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0200731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0235557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0255516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0366990
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0376518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01435312
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0730
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0603
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0452
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0246
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0433231
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0491740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0447043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0321312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0376914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02070240
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0730
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0603
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0452
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02281
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0775
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0775
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99040
IRS990ScheduleA/PublicSupportTotal509Amt03505552
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0633962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0727297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0702559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0688302
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0753432
IRS990ScheduleA/Total509Grp/TotalAmt03505552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0634692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0727900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0703011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0688552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0754453
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03508608
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ITSMF USA considers many factors when evaluating and estimating its tax positions and tax benefits, which may not accurately anticipate actual outcomes. ITSMF USA evaluates its uncertain tax positions using the provisions in conformity with U.S. GAAP. These standards require management to perform an evaluation of all income tax positions taken, or expected to be taken in the course of preparing ITSMF USA's income tax return. Management believes the income tax positions taken more likely than not will be sustained under examination by the applicable tax authorities. Examples of tax positions relate to the potential sources of unrelated business taxable income. Since tax matters are subject to some degree of uncertainty, there can be no assurance that ITSMF USA's tax return will not be challenged by the taxing authorities and that ITSMF USA will not be subject to additional tax, penalties, and interest as a result of such challenge. Generally, ITSMF USA's tax return remains open for three years for federal income tax examination, and four years for state income tax examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is reviewed by the treasurer before being finalized and filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of interest policies are documented and maintained on the board website. When an area of potential conflict arises in the course of the board conducting their business, the board will hold the member accountable to recuse themselves. By posting, the board understands areas of conflict. If it is determined after a conflict that a board member acted inappropriately, there is an ethics complaint process that could be initiated to address the situation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board reviews and approves all compensation, including annual adjustments, bonuses, etc. This is generally done in executive session but documented in the minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Policies and governing documents are posted on the website. This includes bylaws, operational documents, ethics review and the complaint process. An annual general meeting is held to provide an update to the membership. Following the meeting a copy of the presentation, including the audit results, are posted in the members only area of the website. All board members are provided a full copy of the audit report and year end financials, as well as monthly financial reports.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank & Credit Card Charges: Column (A) - Total = $5221; Column (B) - Program Services = $2715; Column (C) - Management & General = $2506; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Committee Expenses: Column (A) - Total = $9202; Column (B) - Program Services = $4785; Column (C) - Management & General = $4417; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conference expenses: Column (A) - Total = $9651; Column (B) - Program Services = $5019; Column (C) - Management & General = $4632; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Election Services: Column (A) - Total = $4840; Column (B) - Program Services = $2517; Column (C) - Management & General = $2323; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Postage and Shipping: Column (A) - Total = $1730; Column (B) - Program Services = $900; Column (C) - Management & General = $830; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Strategic Projects: Column (A) - Total = $10796; Column (B) - Program Services = $5614; Column (C) - Management & General = $5182; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Tele-Conference Bridges: Column (A) - Total = $42; Column (B) - Program Services = $22; Column (C) - Management & General = $20; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Trade Shows: Column (A) - Total = $13014; Column (B) - Program Services = $6767; Column (C) - Management & General = $6247; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,449,870
Liabilities
$100,912
Net assets
$1,348,958
Revenue
$634,692
Expenses
$356,826
Net income
$277,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$0.06$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.03$0.39$0.08$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.03$0.40$0.08$0.17$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.19$0.48$0.94$1.71$0.77
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.10$1.35$0.63$0.36$0.28
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.10$1.07$0.81$0.48$0.34
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.42$0.73$0.70$0.45$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.43$0.48$0.65$0.55$0.11
2013Summary only. Only limited summary data is available for this year.$0.70$0.32$0.37$0.75$0.68$0.08
2012Summary only. Only limited summary data is available for this year.$0.65$0.35$0.30$0.88$0.50$0.39
2011Summary only. Only limited summary data is available for this year.$0.42$0.52$0.09$0.65$0.66$0.01