SOCIETY FOR MANAGEMENT INFORMATION… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

HOWARD MILLER

Phone

5132957842

Tax Period

2024-10-01 to 2025-09-30

SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS, founded in 1983, is a small nonprofit that reported $171K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 34% operating margin.

Mission

PROFESSIONAL ORGANIZATION OF CHIEF INFORMATION OFFICERS THAT BRINGS TOGETHER INFORMATION TECHNOLOGY LEADERS TO SHARE, NETWORK AND GIVE BACK TO THEIR COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $50,000 Revenue: $0

SCHOLARSHIPS AND DONATIONS PROMOTING WOMEN AND DISAVANTAGED YOUTH IN TECHNOLOGY.

Program 2

Expenses: $14,479 Revenue: $0

CIO ENCLAVES - SMALL, REGIONAL, QUARTERLY MEETINGS OF CHIEF INFORMATION OFFICERS TO DISCUSS CURRENT BUSINESS ISSUES.

Program 3

Expenses: $9,698 Revenue: $0

SCSIM SUMMIT - ALL DAY SUMMIT WITH CHIEF INFORMATION OFFICERS AND INFORMATION TECHNOLOGY LEADERS TO LEARN ABOUT CURRENT BUSINESS AND TECHNOLOGY ISSUES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $420,588

Program Service Revenue $0

Investment Income $3,833

Other Revenue $-253,831

TOTAL REVENUE $170,590

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,283

Other Expenses $61,790

TOTAL EXPENSES $111,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$170,590	$111,890	+0.5%
Expenses	$111,790	$101,296	+0.1%
Net Income	$58,800	$10,594	+4.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOWARD MILLER	CHAIR	4	Officer Director	$0	$0	$0
LANCE RALLS	VICE CHAIR	2	Officer Director	$0	$0	$0
LEA ERIKSEN TALAMANTES	TREASURER	4	Officer Director	$0	$0	$0
JULIE SHROYER	SECRETARY	2	Officer Director	$0	$0	$0
GREG GEARY	BOARD MEMBER	2	Director	$0	$0	$0
THOMAS PHELPS	BOARD MEMBER	2	Director	$0	$0	$0
NANCY KIM-YUN	BOARD MEMBER	2	Director	$0	$0	$0
BETH HILBING	BOARD MEMBER	2	Director	$0	$0	$0
TODD BRITTON	BOARD MEMBER	2	Director	$0	$0	$0
GEORGE SHETH	BOARD MEMBER	2	Director	$0	$0	$0
KATHY LOMAX	BOARD MEMBER	2	Director	$0	$0	$0
JAKE WESTPHAL	BOARD MEMBER	2	Director	$0	$0	$0
MICHAEL OLINGER	BOARD MEMBER	2	Director	$0	$0	$0
KATHY LINARES	BOARD MEMBER	2	Director	$0	$0	$0
RICH LINDBERG	BOARD MEMBER	2	Director	$0	$0	$0
JOSEPH CEVETELLO	BOARD MEMBER	2	Director	$0	$0	$0
GARY ZORKO	BOARD MEMBER	2	Director	$0	$0	$0
PABLO DA SILVA	BOARD MEMBER	2	Director	$0	$0	$0
TAMARA ARMSTRONG	BOARD MEMBER	2	Director	$0	$0	$0
KEVIN GRAY	BOARD MEMBER	2	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$170,590	$111,790	$350,204	$58,800
2024	$111,890	$101,296	$291,404	$10,594
2023	$97,408	$87,646	$286,053	$9,762
2022	$129,355	$69,399	$276,291	$59,956
2020	$124,675	$53,942	$204,519	$70,733

SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS