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Nonprofit · EIN 45-2565962

SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS

Also known as SAN DIEGO CHAPTER

Tax-exempt · SAN DIEGO, CA 92130

Financials

$120K$159K2023$181K$147K2024$150K$123K2025
Revenue Expenses · by fiscal year end
Financials of SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$149,692$122,681$27,011$182,792–$182,792
December 31, 2024990-EZ$180,767$147,489$33,278$155,781–$155,781
December 31, 2023990-EZ$120,470$159,320-$38,850$122,503–$122,503
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$114,217
Membership dues
$35,151
Investment income
$324

Expenses

Grants and similar amounts paid
$38,000
Compensation of officers, directors and key employees
$0
Other expenses
$84,681

Balance sheet and other

Total assets, start of year
$155,781
Total assets, end of year
$182,792
Total liabilities, end of year
–
Net assets, end of year
$182,792
Cash, savings and investments
$182,792
Gross receipts
$149,692

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Steve PhillpottPresident2$0
Doug CyphersVice President2$0
Barb MunroCofounder2$0
Yasmin ShahMarketing Chair2$0
David HendersonSecretary2$0
Terrence WeekesTreasurer6$0
Steve HoytProgram Chair2$0
Maria ZackAcademic Liason2$0
Naresh LachmandasSpons. Chair2$0
Monique Dumais-ChrisopeRound. Chair2$0
Louse BrandyMember. Chair2$0
Dan HedstromEncalve Chair2$0
990-EZ for the year ended December 31, 2024: 12 people
NameTitleHours / weekCompensation
Steve PhillpottPresident2$0
Beto JuarezMember Chair0$0
Barb MunroCofounder2$0
Yasmin ShahMarketing Chair2$0
Doug CyphersVice President2$0
Bob CohenTreasurer6$0
Mike ZillProgram Chair2$0
Dan HedstromEnclave Chair0$0
Naresh LachmandasSpons. Chair2$0
David HendersonSecretary2$0
Maria ZackAcad. Liaison2$0
Martin GluckRT Chair2$0
990-EZ for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
Steve PhillpottPresident2$0
Barb MunroMember Chair2$0
Yasmin ShahMarketing Chair2$0
Doug CyphersVice President2$0
Bob CohenTreasurer6$0
Mike ZillProgram Chair2$0
Naresh LachmandasSpons. Chair2$0
David HendersonSecretary2$0
Maria ZackAcad. Liaison2$0
Martin GluckRT Chair2$0

Address and contacts

Address (IRS master file)
3830 VALLEY CENTRE DR 705-523, SAN DIEGO, CA 92130-3307
In care of
% BOB COHEN
Mailing address (990-N for 2017)
640 Grand Avenue Suite D, Carlsbad CA 92008
Principal officer (990-N for 2017)
Robert Cohen, 640 Grand Avenue Suite D, Carlsbad CA 92008
Signed the 990-EZ
Terrence Weekes, Treasurer
Phone
(760) 505-6886
Return prepared by
Kornfeld and Associates CPAs

California records

California keeps its own records of charities and corporations. Search them by EIN 45-2565962 or by the name SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • 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.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
45-2565962
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Exempt since
2001
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$182,792
Income (IRS master file)
$149,692

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$149,692$122,681$182,792XML
990-EZDecember 2024$180,767$147,489$155,781XML
990-EZDecember 2023$120,470$159,320$122,503XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS
990-N for 2017
Officer: Robert Cohen
December 31, 2017≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-2565962).

Questions about SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS

What is the EIN of SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS?
The employer identification number (EIN) of SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS is 45-2565962.
Is SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2001.
Which annual return does SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS?
The 990-N for 2017 names Robert Cohen.
Who are the officers and directors of SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS?
The 990-EZ for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $149,692, expenses of $122,681 and total assets of $182,792 at year end.

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