2025-09-19T12:43:37-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 521898636 INSTITUTE FOR OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES INST 4437573500 5521 RESEARCH PARK DRIVE 200 CATONSVILLE MD 21228 ELENA GERSTMANN EXECUTIVE DIRECTOR 4437573500 2025-09-19 1 1 AARON M FOX P01365820 2022274000 2025-09-19 2024 2025-03-06 01:10:19Z ELENA GERSTMANN 5521 RESEARCH PARK DRIVE 200 CATONSVILLE MD 21228 19920478 0 X WWW.INFORMS.ORG X 1995 MD TO ADVANCE THE SCIENCE & PRACTICE OF OPERATIONS RESEARCH, ANALYTICS, AND MANAGEMENT SCIENCE. 15 15 52 4500 301140 44320 788273 131349 13040417 14184067 282230 802316 497594 1093569 14608514 16211301 212045 282449 0 0 5067495 5347706 24000 0 0 9547486 10014937 14851026 15645092 -242512 566209 25725358 31996807 7715557 11505234 18009801 20491573 X INFORMS LEADS IN THE DEVELOPMENT, DISSEMINATION AND IMPLEMENTATION OF KNOWLEDGE, RESEARCH, AND TECHNOLOGIES IN OPERATIONS RESEARCH, ANALYTICS, THE MANAGEMENT SCIENCES, AND RELATED METHODS OF IMPROVING OPERATIONAL PROCESSES, DECISION MAKING, AND MANAGEMENT. 0 0 4225419 6220300 CONFERENCES AND MEETINGS - INFORMS ARRANGES AN ANNUAL MEETING AND A MEETING FOR PRACTICING PROFESSIONALS TO GIVE THE MEMBERS THE OPPORTUNITY TO INTERACT WITH COLLEAGUES, PRESENT RESEARCH, AND LEARN THE LATEST METHODS AND TECHNOLOGIES. OTHER MEETINGS ARE OFFERED IN ADDITION TO THESE TWO MAJOR MEETINGS EACH YEAR. 3915638 52500 5843506 PUBLICATIONS - INFORMS PRODUCES SEVENTEEN SCIENTIFIC AND SCHOLARLY JOURNALS WHICH ARE PUBLISHED ON A MONTHLY, BI-MONTHLY, AND QUARTERLY BASIS THAT DESCRIBE THE LATEST OPERATIONS RESEARCH AND ANALYTICS METHODS AND APPLICATION, AND AN INDUSTRY AND MEMBERSHIP MAGAZINE WITH NEWS FROM ACROSS THE PROFESSION. 3522891 200 1301029 MEMBER PROGRAMS - MEMBERSHIP IN INFORMS PROVIDES MEMBERS MANY PERSONAL AND PROFESSIONAL CAREER ENHANCING RESOURCES. THE PROGRAMS INCLUDE INFORMS CONNECT, COMMUNITIES, PROFESSIONAL RECOGNITION, VOLUNTEER OPPORTUNITIES, INFORMS ONLINE AND CAREER RESOURCES. 838720 229749 332398 INSTITUTE COMMITTEES AND PROGRAMS - VARIOUS COMMITTEES AND PROGRAMS DESIGNED TO FURTHER THE ORGANIZATION'S MISSION. 514138 486834 SUBDIVISION PROGRAM - SUBDIVISIONS CONSIST OF SOCIETIES, FORUMS, SPECIAL INTEREST GROUPS, CHAPTERS, AND STUDENT CHAPTERS. THEY PROVIDE AN OPPORTUNITY FOR MEMBERS TO NETWORK WITH OTHERS IN THEIR REGIONAL AND TECHNICAL AREAS OF INTEREST. SUBDIVISIONS SPONSOR MEETINGS, WEB PAGES, NEWSLETTERS, WORKSHOPS, AND AWARDS AND CO-SPONSOR SELECT INFORMS JOURNALS. 1385603 INFORMATION TECHNOLOGY 2738461 229749 819232 14402409 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 98 0 1 52 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OR PA RI SC TN VA WV WI X THE ORGANIZATION 4437573500 5521 RESEARCH PARK DRIVE 200 CATONSVILLE MD 21228 JULIE SWANN PRESIDENT 6.00 X X 0 0 0 DAVID HUNT PRESIDENT-ELECT 6.00 X X 0 0 0 LAURA ALBERT PAST PRESIDENT 6.00 X X 0 0 0 MARK LEWIS SECRETARY 6.00 X X 0 0 0 SUSAN MARTONOSI TREASURER 6.00 X X 0 0 0 MIGUEL ANJOS VP, INTERNATIONAL ACTIVITIES 6.00 X 0 0 0 ILLYA HICKS VP, EDUCATION 6.00 X 0 0 0 WARREN HEARNES VP, TECHNOLOGY STRATEGY 6.00 X 0 0 0 ROBIN LOUGEE VP, PRACTICE 6.00 X 0 0 0 ANAHITA KHOJANDI VP, MEMBERSHIP & PROFESSIONAL 6.00 X 0 0 0 ARIELA SOFER VP, MEETINGS 6.00 X 0 0 0 MARK SQUILLANTE VP, SECTIONS & SOCIETIES 6.00 X 0 0 0 TINGLONG DAI VP, MARKETING, COMMUNICATION 6.00 X 0 0 0 CHRIS TANG VP, PUBLICATIONS 6.00 X 0 0 0 VINOD CHERIYAN VP, CHAPTERS AND FORUMS 6.00 X 0 0 0 ELENA A GERSTMANN EXECUTIVE DIRECTOR 40.00 X 324159 0 50425 JOHN KING DIRECTOR, IT 40.00 X 197511 0 11710 JEFFREY M COHEN CHIEF STRATEGY & INNOVATION 40.00 X 191100 0 20796 KYLE JORDAN DIRECTOR, MEETINGS 40.00 X 174199 0 12863 REGINA M LLOYD CHIEF HUMAN RESOURCES OFFICER 40.00 X 166681 0 36129 MARY T MAGROGAN DIRECTOR, RECOGNITION & DEVELOPMENT 40.00 X 155033 0 17664 1208683 0 149587 11 0 1 0 KNOWLEDGEWORKS GLOBAL LTD 410 HIGHWAY 25 S BRAINERD MN 56401 COMPOSITION WORK PUBLICATION JOURNALS 1718872 PRESTIGE AUDIO VISUAL INC 4835 PARA DRIVE CINCINNATI OH 45237 AUDIO VISUAL SERVICE INFORMS MEETINGS 621056 SEATTLE CONVENTION CENTER 705 PIKE STREET SEATTLE WA 98101 MEETING HOSTIING SERVICES 591620 HYATT REGENCY GRAND CYPRESS-ORLANDO ONE GRAND CYPRESS BLVD ORLANDO FL 32836 CONFERENCE HOSTING SERVICES 376506 INTERNATIONAL CONVENTION CENTRE ICC SYDN 14 DARLING DRIVE SYDNEY AS 2000 CONFERENCE HOSTING SERVICES 362808 16 131349 131349 CONFERENCE 900099 6220300 6220300 PUBLICATIONS 541800 5843506 5826146 17360 MEMBERSHIP 900099 1301029 1301029 SUBDIVISIONS 900099 486834 486834 COMMITTEE & PROGRAMS 900099 332398 279968 52430 14184067 789530 789530 319081 319081 3721963 3709177 12786 12786 12786 OTHER REVENUE 900099 346580 346580 JOB PLACEMENT 561300 280797 84239 196558 CERTIFICATION PROGRAMS 561000 147111 147111 774488 16211301 14114277 301140 1664535 X 38608 38608 164140 164140 79701 79701 374584 374584 3841065 3688805 152260 301851 296636 5215 495259 453958 41301 334947 296636 38311 41487 24053 17434 51413 51413 3331279 3221909 109370 233888 233845 43 848097 840805 7292 537887 502124 35763 1341231 1048740 292491 210566 182815 27751 3280467 3240595 39872 27542 25700 1842 57654 22803 34851 DUES AND SUBSCRIPTIONS 53426 40536 12890 15645092 14402409 1242683 0 3509328 605799 685940 7878090 205953 160903 745712 582976 975012 961220 41334 13792 18537501 21165222 1999590 1590025 25725358 31996807 1015031 2296681 4455347 7389222 0 124554 2245179 1694777 7715557 11505234 X 16749875 19038251 1259926 1453322 18009801 20491573 25725358 31996807 566209 1915563 0 X 0 1 X 1 0 X 1519859 2614277 1770154 788273 131349 6823912 7510613 8755581 11511341 12868346 14114277 54760158 9030472 11369858 13281495 13656619 14245626 61584070 3980 3980 0 3980 3980 61580090 707110 1226516 937466 751141 1108611 4730844 707110 1226516 937466 751141 1108611 4730844 33988 67284 299196 446543 288177 1135188 861 23821 543138 567820 9772431 12687479 14518157 14854303 16185552 68017922 0.90540 0.91790 0.06960 0.06680 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 861. 2021 AMOUNT: $ 23,821. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 543,138. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1124845 98000 154550 58066 1319329 968049 44500 168317 56021 1124845 1184610 43500 -207801 52260 968049 1017134 62000 154784 49308 1184610 853163 214057 50086 1017134 0.00000 0.72586 0.27414 0 0 51692 43227 8465 513952 508625 5327 409368 409368 0 13792 LEASE LIABILITY 1694777 1694777 X 18075451 1915563 1915563 16159888 51413 51413 16211301 15593679 0 15593679 51413 51413 15645092 PART IV, LINE 2B: THE INSTITUTE HOLDS FUNDS FOR THE WINTER SIMULATION CONFERENCE (WSC). INFORMS ADMINISTERS THE CONFERENCE AND HOLDS THESE FUNDS IN ESCROW FOR WSC, WITH FULL SIGNATURE AUTHORITY. PART V, LINE 4: THE EARNINGS FROM THE ENDOWMENT FUNDS ARE USED FOR PRIZES AND AWARDS, AS SPECIFIED IN EACH ENDOWMENT AGREEMENT. PART X, LINE 2: INFORMS EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS REMAINED OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH INFORMS FILES TAX RETURNS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. IT IS INFORMS'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF DECEMBER 31, 2024, INFORMS HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 33600 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 36376 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 8850 SOUTH AMERICA 0 0 GRANTMAKING 350 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 200 SOUTH ASIA 0 0 GRANTMAKING 200 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 125 0 0 0 0 0 0 79701 0 79701 EUROPE (INCLUDING ICELAND & GREENLAND) AWARD/PRIZE 10000 WIRE 0 0 1 AWARD/PRIZE EAST ASIA & THE PACIFIC 23 30450 WIRE AWARD/PRIZE EUROPE (INCLUDING ICELAND & GREENLAND) 25 25709 WIRE AWARD/PRIZE NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 8 8600 WIRE AWARD/PRIZE EAST ASIA & THE PACIFIC 3 3150 CHECK AWARD/PRIZE EUROPE (INCLUDING ICELAND & GREENLAND) 1 667 CHECK AWARD/PRIZE SOUTH AMERICA 1 350 WIRE AWARD/PRIZE NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 1 250 CHECK AWARD/PRIZE SOUTH ASIA 1 200 WIRE AWARD/PRIZE MIDDLE EAST AND NORTH AFRICA 1 200 WIRE AWARD/PRIZE SUB-SAHARAN AFRICA 1 125 CHECK 0 0 0 0 0 0 PART I, LINE 2: ASSIGNED BOARD MEMBERS AND STAFF REVIEW GRANTS AND AWARDS AND MONITOR ACTIVITIES AND USE OF FUNDS. 1 USC BUSINESS PARTNERSHIP FOUNDATION 1014 GREENE STREET COLUMBIA SC 29208 237042391 501(C)(3) 10000 0 UPS GEORGE SMITH PRIZE 1 0 ANALYTICS MEETING AWARD 16 8500 ANNUAL MEETING AWARD 4 1000 APPLIED PROBABILITY AWARD 1 1000 ARTIFICIAL INTELLIGENCE AWARD 6 480 AUCTIONS AND MARKET DESIGN 2 800 BEHAVIORAL OPERATIONS MGMT (BOM) 2 250 BONDER RESEARCH GRANT 3 15000 BONDER HEALTH APPS AWARD 1 6000 BONDER MILITARY APPS AWARD 1 6000 CASE COMPETITION AWARD 4 300 CHICAGO IRAC AWARD 2 1000 CLEMEN-KLEINMUNTZ AWARD 1 667 INFORMS COMPUTING SOCIETY AWARD 5 1167 DH WAGNER PRIZE 4 1000 DATA MINING CHALLENGE 2 1500 DANTZIG PRIZE 4 1400 DEI AMBASSADOR PROGRAM AWARD 2 850 DECISION ANALYSIS AWARD 1 1000 DOING GOOD W/GOOD OR 3 1750 EC PRACTITIONER AWARD 1 5000 EDELMAN COMPETITION AWARD 2 2000 ENERGY NATURAL RESOURCES ENVIRONMENT ENRE 1 133 SAUL GASS EXPOSITORY WRITING AWARD 1 2000 DONALD P. GAVER ENDOWMENT AWARD 2 4000 HARVEY GREENBERG AWARD 1 500 GROUP DECISION NEGATION (GDN) AWARD 1 600 HEALTH APPLICATIONS AWARD 2 1500 ISMS DISSERTATION AWARD 3 12500 INFORMATION SYSTEMS SOCIETY AWARDS 2 2000 JFIG AWARD 9 1517 LANCHESTER AWARD 6 3750 MARKETING SOCIETY AWARDS 6 22000 MILITARY APPLICATIONS SOCIETY AWARDS 3 584 MCDM SECTION AWARD 1 250 MINORITY ISSUES FORUM MIF AWARD 5 1470 MSOM AWARD 17 4563 NICHOLSON PRIZE 3 800 OPTIMIZATION SECTION AWARD 9 17500 ORMS TOMORROW AWARD 7 1750 PIERSKALLA AWARD 1 500 REVENUE MANAGEMENT & SECTION AWARD 8 2833 SIMULATION AWARDS 5 1550 SOCIAL MEDIA AWARDS 2 300 TEACHING ORMS AWARD 1 3000 TECHNOLOGY MANAGEMENT SECTION AWARDS 3 1325 TRANSPORTATION SCIENCE AND LOGISTICS AWARD 5 2051 UPS GEORGE SMITH PRIZE 1 10000 VIDEO PRIZE STUDENT CHAPTER 1 1000 VON NEUMANN THEORY PRIZE 1 5000 WOMEN IN ORMS (WORMS) AWARD 3 2500 PART I, LINE 2: ASSIGNED BOARD MEMBERS AND STAFF REVIEW GRANTS AND AWARDS AND MONITOR ACTIVITIES AND USE OF FUNDS. X 0 0 0 0 0 0 0 0 0 ELENA A GERSTMANN EXECUTIVE DIRECTOR 324159 0 0 0 0 0 33096 0 17329 0 374584 0 0 0 JEFFREY M COHEN CHIEF STRATEGY & INNOVATION 191100 0 0 0 0 0 18904 0 1892 0 211896 0 0 0 JOHN KING DIRECTOR, IT 197511 0 0 0 0 0 9780 0 1930 0 209221 0 0 0 REGINA M LLOYD CHIEF HUMAN RESOURCES OFFICER 166681 0 0 0 0 0 16996 0 19133 0 202810 0 0 0 KYLE JORDAN DIRECTOR, MEETINGS 174199 0 0 0 0 0 5250 0 7613 0 187062 0 0 0 MARY T MAGROGAN DIRECTOR, RECOGNITION & DEVELOPMENT 155033 0 0 0 0 0 15312 0 2352 0 172697 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 INFORMS DOES HAVE MEMBERS; SEE EXPLANATION TO FORM 990, PART VI, SECTION A, LINE 7A FOR MORE DETAILS. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE FOUR CATEGORIES OF MEMBERSHIP: MEMBER, STUDENT MEMBER, RETIRED MEMBER, AND INSTITUTIONAL MEMBER. AN INSTITUTIONAL MEMBER IS AN ORGANIZATION. MEMBERS IN OTHER CATEGORIES ARE INDIVIDUAL MEMBERS. EACH INDIVIDUAL MEMBER WILL HAVE ONE VOTE AND WILL BE ENTITLED TO VOTE SOLELY BY MAIL BALLOT, DEFINED AS WRITTEN OR ELECTRONIC TRANSMISSION, WITH RESPECT TO THE ELECTION OF OFFICERS AND OTHER MEMBERS OF THE BOARD OF THE INSTITUTION AND WITH RESPECT TO AMENDMENTS TO THE CONSTITUTION OF THE INSTITUTE. AN INDIVIDUAL MEMBER ALSO HAS THE PRIVILEGE OF STANDING FOR ELECTION AS AN OFFICER OR FOR ELECTION OR APPOINTMENT AS A DIRECTOR AND OF NOMINATING MEMBERS FOR OFFICE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY IS EMAILED A COPY OF FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C INFORMS MAINTAINS OPEN COMMUNICATION BETWEEN DIRECTORS AND EMPLOYEES; FURTHERMORE, OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE MADE AWARE OF NEW BUSINESS RELATIONSHIPS AS THEY ARE CONTRACTED. WHEN POTENTIAL CONFLICTS ARE DISCOVERED, TOP MANAGEMENT ASSESSES THE SITUATION. IF A CONFLICT EXISTS, THE PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST ONLY. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 680,232. MANAGEMENT AND GENERAL EXPENSES 91,761. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 771,993. COMPOSITION: PROGRAM SERVICE EXPENSES 1,677,279. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,677,279. AUTHORS AND EDITORS: PROGRAM SERVICE EXPENSES 44,290. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,290. MANUSCRIPT TRACKING: PROGRAM SERVICE EXPENSES 177,293. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,293. IT CONTRACTS: PROGRAM SERVICE EXPENSES 466,466. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 466,466. OTHER CONTRACTS: PROGRAM SERVICE EXPENSES 57,391. MANAGEMENT AND GENERAL EXPENSES 17,609. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,000. COMMISSIONS AND FEES: PROGRAM SERVICE EXPENSES 118,958. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118,958.