Civic Intelligence

Association for Management Information

EIN 94-2759868 • 501(c)6 • Chicago, IL

Profile

The Association is dedicated to developing and advancing the field of management information for the financial services industry through leadership, research, education, training, and interaction among piers.

1 North LaSalle Street No 2225Chicago, IL 60602

amifs.org

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Operations

Revenue

$204,749

No earlier filing loaded for comparison.

Expenses

$211,459

No earlier filing loaded for comparison.

Net Income

-$6,710

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2017: $204,749Expenses 2017: $211,459Net Income 2017: -$6,7102017

Highlighted filing

2017

Revenue$204,749
Expenses$211,459
Net Income-$6,710
Open 2017 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$204,749
Expenses
$211,459
Net income
-$6,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.05$2.11$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 8, 2018
Return Version
2017v2.3
Gross Receipts
$204,749
Mission and Program Overview

Mission

The Association is dedicated to developing and advancing the field of management information for the financial services industry through leadership, research, education, training, and interaction among piers.

Association of information management professional in the financial services industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$66,615$0▼ $66,615
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$66,615$0▼ $66,615
Other Assets Total-$0-
Liabilities
Deferred Revenue$21,330--
Total Liabilities$21,330$0▼ $21,330
Net Assets / Fund Balance
Unrestricted Net Assets$45,285$0▼ $45,285
Total Net Assets Fund Balance$45,285$0▼ $45,285
Total Liabilities and Net Assets / Fund Balance$66,615$0▼ $66,615
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Kevin LinkExecutive Director thru 12/17PT$38,500$38,500

Board Members and Trustees

NameTitle
Scott WiseResearch Chair thru 12/17
Rita BostickStrategic Partners Chair thru 12/17
Robert McDonaldPresident thru 12/17
Meg FosterExecutive Vice President thru 12/17
Angie DeWittBoard Member thru 12/17
Jaime GarzaBoard Member thru 12/17
Ken LeveyBoard Member thru 12/17
Laura LeeTreasurer thru 12/17
Revenue and Support

Revenue Composition

Contributions and Grants
$29,400
Program Service Revenue
$175,349
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-6,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,959
Salaries, Compensation, and Employee Benefits$38,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$86,500
Conferences and Meetings---$52,214
Current Officers, Directors, Trustees, and Key Employees---$38,500
Office Expenses---$10,318
Travel---$9,979
Advertising---$3,726
Insurance---$2,275
Occupancy---$1,320
Other Expenses---$795
Information Technology---$250
Fees for Services Legal---$15
Total Functional Expenses$0$0$0$211,459
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
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
No
Annual disclosure for covered persons
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, Section A, line 6

“The Association membership consisted of represenatives from Financial Institutions.”

Form 990, Part VI, Section A, line 7A

“Association Members voted for the Board of Directors at the annual meeting. The Board made all of the decisions related to the Association.”

Form 990, Part VI, Section B, line 11B

“The Form 990 was made available to the Board of Directors upon request.”

Form 990, Part VI, Section B, line 12C

“The Conflict of Interest Policy states that each Board Member must refrain from conflicts of interest or must resign from the Board.”

Form 990, Part VI, Section B, line 15

“The Board of Director's Executive committee determined the amount of compensation for managment consultants. Compensation was based on amounts paid for similar positions at similar associations taking into account the educaiotn, skill level and experience of the consultant.”

Form 990, Part VI, Section C, line 19

“Financial statements and governing policies available upon phone or email request.”

Filing and Contact Details

Filer

Filer Name
Association for Management Information
EIN
94-2759868
Phone
3125781300
Address
1 North LaSalle Street No 2225, Chicago, IL 60602

Signing Officer

Name
Danielle Holland
Title
President & CEO
Phone
3125781300
Signed
2018-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danielle Holland
Formed
1992
Legal Domicile
Il
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
8

Preparer

Firm
Desmond & Ahern Ltd
Address
10827 S Western Avenue, Chicago, IL 60643
Preparer
David J Rambo
Phone
7737794720
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

“At the end of 2017, the Association was absorbed by Financial Managers Society (FEIN 36-2602578) a 501(c)(6) organization with a similar mission.”

Form 990, Part XI, line 9:

“Cash transferred to Finacial Managers Society -38,575.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0President thru 12/17
IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive Vice President thru 12/17
IRS990/Form990PartVIISectionAGrp/TitleTxt2Strategic Partners Chair thru 12/17
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer thru 12/17
IRS990/Form990PartVIISectionAGrp/TitleTxt4Research Chair thru 12/17
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member thru 12/17
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member thru 12/17
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member thru 12/17
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Director thru 12/17
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Person(s) Involved: Angie DeWitt, board member
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1Explanation of Involvement: Briefly joined the Board of Directors of Financial Managers Society. Resigned after four months.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2e:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 2e:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0At the end of 2017, the Association was absorbed by Financial Managers Society (FEIN 36-2602578) a 501(c)(6) organization with a similar mission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Association membership consisted of represenatives from Financial Institutions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Association Members voted for the Board of Directors at the annual meeting. The Board made all of the decisions related to the Association.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 was made available to the Board of Directors upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Conflict of Interest Policy states that each Board Member must refrain from conflicts of interest or must resign from the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Board of Director's Executive committee determined the amount of compensation for managment consultants. Compensation was based on amounts paid for similar positions at similar associations taking into account the educaiotn, skill level and experience of the consultant.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Financial statements and governing policies available upon phone or email request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Cash transferred to Finacial Managers Society -38,575.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XI, line 9:
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0175349
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0204749
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt066615
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt038500
IRS990/TravelGrp/TotalAmt09979
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt045285
IRS990/UnrestrictedNetAssetsGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 North LaSalle Street No 2225
IRS990/USAddress/CityNm0Chicago
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060602
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0amifs.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Danielle Holland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03125781300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Association for Management Information
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0In Financial Services
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0942759868
ReturnHeader/Filer/PhoneNum03125781300
ReturnHeader/Filer/USAddress/AddressLine1Txt01 North LaSalle Street No 2225
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0561FBA7FBE27046BB70B6DEFE1E9EDE4D70200D4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0738B9105E46B695E191D81BBB6C655DEEDF341ED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.84.64.45
ReturnHeader/FilingSecurityInformation/IPDt02018-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:04:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363321958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Desmond & Ahern Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010827 S Western Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060643
ReturnHeader/PreparerPersonGrp/PhoneNum07737794720
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David J Rambo
ReturnHeader/ReturnTs02018-08-08T09:11:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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