Civic Intelligence

Society for Management Information Systems

EIN 95-3858307 • 501(c)6 • Long Beach, CA

Profile

Professional organization of chief information officers that brings together information technology leaders to share, network and give back to their communities.

2036 Shipway AveLong Beach, CA 90815

www.scsim.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

90th percentile

34%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$350,204

Up $58,800 (+20%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$350,204

Up $58,800 (+20%) from 2024

Operations
Liabilities / Revenue50th percentileNet Margin90th percentile

Revenue

Up

$170,590

Up $58,700 (+52%) from 2024

Expenses

Up

$111,790

Up $10,494 (+10%) from 2024

Net Income

Up

$58,800

Up $48,206 (+455%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$400K$300K$200K$100K$0Assets 2011: $30,086Liabilities 2011: $02011Assets 2012: $41,529Liabilities 2012: $02012Assets 2013: $57,679Liabilities 2013: $02013Assets 2014: $46,678Liabilities 2014: $02014Assets 2015: $93,210Liabilities 2015: $02015Assets 2016: $97,265Liabilities 2016: $02016Assets 2017: $143,994Liabilities 2017: $02017Assets 2018: $123,073Liabilities 2018: $02018Assets 2019: $140,107Liabilities 2019: $43,861Net Assets 2019: $96,2462019Assets 2020: $204,519Liabilities 2020: $0Net Assets 2020: $204,5192020Assets 2021: $216,335Liabilities 2021: $0Net Assets 2021: $216,3352021Assets 2022: $276,291Liabilities 2022: $0Net Assets 2022: $276,2912022Assets 2023: $286,053Liabilities 2023: $0Net Assets 2023: $286,0532023Assets 2024: $291,404Liabilities 2024: $0Net Assets 2024: $291,4042024Assets 2025: $350,204Liabilities 2025: $0Net Assets 2025: $350,2042025

Highlighted filing

2025

Assets$350,204
Liabilities$0
Net Assets$350,204
Open 2025 Filing

Operations Trend

Revenue Growth84th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $10,591Expenses 2011: $9,397Net Income 2011: $1,1942011Revenue 2012: $19,665Expenses 2012: $8,222Net Income 2012: $11,4432012Revenue 2013: $28,974Expenses 2013: $12,824Net Income 2013: $16,1502013Revenue 2014: $2,546Expenses 2014: $13,547Net Income 2014: -$11,0012014Revenue 2015: $71,383Expenses 2015: $24,851Net Income 2015: $46,5322015Revenue 2016: $24,286Expenses 2016: $20,231Net Income 2016: $4,0552016Revenue 2017: $72,836Expenses 2017: $26,107Net Income 2017: $46,7292017Revenue 2018: $6,078Expenses 2018: $26,999Net Income 2018: -$20,9212018Revenue 2019: $297,431Expenses 2019: $271,178Net Income 2019: $26,2532019Revenue 2020: $124,675Expenses 2020: $53,942Net Income 2020: $70,7332020Revenue 2021: $71,118Expenses 2021: $59,302Net Income 2021: $11,8162021Revenue 2022: $129,355Expenses 2022: $69,399Net Income 2022: $59,9562022Revenue 2023: $97,408Expenses 2023: $87,646Net Income 2023: $9,7622023Revenue 2024: $111,890Expenses 2024: $101,296Net Income 2024: $10,5942024Revenue 2025: $170,590Expenses 2025: $111,790Net Income 2025: $58,8002025

Highlighted filing

2025

Revenue$170,590
Expenses$111,790
Net Income$58,800
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$350,204
Liabilities
$0
Net assets
$350,204
Revenue
$170,590
Expenses
$111,790
Net income
$58,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$1.71$1.12$0.59
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$1.12$1.01$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.97$0.88$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$1.29$0.69$0.60
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.71$0.59$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.25$0.54$0.71
2019Summary only. Only limited summary data is available for this year.$1.40$0.44$0.96$2.97$2.71$0.26
2018Summary only. Only limited summary data is available for this year.$1.23$0.00$0.06$0.27$0.21
2017Summary only. Only limited summary data is available for this year.$1.44$0.00$0.73$0.26$0.47
2016Summary only. Only limited summary data is available for this year.$0.97$0.00$0.24$0.20$0.04
2015Summary only. Only limited summary data is available for this year.$0.93$0.00$0.71$0.25$0.47
2014Summary only. Only limited summary data is available for this year.$0.47$0.00$0.03$0.14$0.11
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.29$0.13$0.16
2012Summary only. Only limited summary data is available for this year.$0.42$0.00$0.20$0.08$0.11
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.11$0.09$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 16, 2026
Return Version
2024v5.0
Gross Receipts
$433,301
Mission and Program Overview

Mission

Professional organization of chief information officers that brings together information technology leaders to share, network and give back to their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$189,548$244,540▲ $54,992
Savings and Temporary Cash Investments$101,856$105,664▲ $3,808
Total Assets$291,404$350,204▲ $58,800
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$291,404$350,204▲ $58,800
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$291,404$350,204▲ $58,800
Total Liabilities and Net Assets / Fund Balance$291,404$350,204▲ $58,800
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Howard MillerChair
Lance RallsVice Chair
Beth HilbingBoard Member
Gary ZorkoBoard Member
George ShethBoard Member
Greg GearyBoard Member
Jake WestphalBoard Member
Joseph CevetelloBoard Member
Kathy LinaresBoard Member
Kathy LomaxBoard Member
Kevin GrayBoard Member
Michael OlingerBoard Member
Nancy Kim-yunBoard Member
Pablo Da SilvaBoard Member
Rich LindbergBoard Member
Tamara ArmstrongBoard Member
Thomas PhelpsBoard Member
Todd BrittonBoard Member
Julie ShroyerSecretary
Lea Eriksen TalamantesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$420,588
Program Service Revenue
$0
Investment Income
$3,833
Other Revenue
$-253,831
All Other Contributions
$22,250
Change in Net Assets
$58,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,790
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Conferences and Meetings$5,391$14,094-$19,485
Fees for Services Accounting$10,125$5,216-$15,341
Travel-$14,947-$14,947
Advertising$1,361--$1,361
Office Expenses$863$250-$1,113
Other Expenses$300$0$0$300
Total Functional Expenses$77,283$34,507$0$111,790
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stem AdvantageHuntington Beach, CA501(c)(3)Scholarships$15,000
Uci FoundationIrvine, CA501(c)(3)Scholarships$15,000
Csulb 49er FoundationLong Beach, CA501(c)(3)Scholarships$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$262,711
Fundraising Gross Income$8,880
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Meeting$379,380$8,880$43,394$-34,514
Total Events$379,380$8,880$262,711$-253,831
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Sim socal is a member organization.”

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

“Members may be eligible to vote.”

Form 990, Part VI, Section A, Line 7B

“Members may be eligible to vote.”

Form 990, Part VI, Section A, Line 8B

“Each committee reports monthly progress and actions to the board, along with requisitions for further activities.”

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

“990 is reviewed by officers of the board.”

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

“Our secretary ensures that each board member reads, fills out and signs the conflict of interest policy each year.”

Form 990, Part VI, Section C, Line 19

“FINANCIAL AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REASONABLE REQUEST. FORM 990s CAN BE ACCESSED ON IRS.GOV AND GUIDESTAR.ORG WEBSITES.”

Filing and Contact Details

Filer

Filer Name
Society for Management Information Systems
EIN
95-3858307
Phone
5132957842
Address
2036 SHIPWAY AVE, LONG BEACH, CA 90815

Signing Officer

Name
Lea Eriksen Talamantes
Title
Treasurer
Phone
5132957842
Signed
2026-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard Miller
Formed
1983
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
29

Preparer

Firm
Easy Office Dba Jitasa
Address
1120 S RACKHAM WAY SUITE 300, MERIDIAN, ID 83642
Preparer
Jeremy Cork
Phone
2082874777
Raw XML AppendixShowing 400 of 516 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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