2025-11-12T07:39:55-06:00 2024-12-31 161092347 MENGEL METZGER BARR & CO LLP 11 BRITISH AMERICAN BLVD LATHAM NY 12110 990 2024-01-01 222738769 SYSTEM DYNAMICS SOCIETY INC SYST 9785400411 PO BOX 12747 SAN DIEGO CA 92112 REBECCA D NILES EXECUTIVE DIRECTOR 9785400411 2025-11-06 1 1 ANDREW A MATTHEWS CPA P01366028 5187850134 2024 2025-03-06 01:10:19Z REBECCA D NILES PO BOX 12747 SAN DIEGO CA 92112 1770789 0 X WWW.SYSTEMDYNAMICS.ORG X 1985 MA SEE SCHEDULE O 24 24 2 625 0 0 124048 138080 435717 548285 27710 25508 34089 20690 621564 732563 14582 9000 0 0 145446 143123 0 0 23061 412191 479186 572219 631309 49345 101254 1513084 1783279 87278 93259 1425806 1690020 SYSTEM DYNAMICS SOCIETY, INC. IS DEVOTED TO ENCOURAGING THE DEVELOPMENT AND USE OF SYSTEM DYNAMICS AND SYSTEMS THINKING AROUND THE WORLD. SYSTEM DYNAMICS IS A COMPUTER-AIDED APPROACH TO POLICY ANALYSIS AND DESIGN. 0 0 495835 9000 568975 SYSTEM DYNAMICS SOCIETY, INC. PROVIDED A FORUM IN WHICH RESEARCHERS, EDUCATORS, CONSULTANTS, AND PRACTITIONERS IN THE CORPORATE AND PUBLIC SECTORS INTERACT TO INTRODUCE NEWCOMERS TO THE FIELD, KEEP ABREAST OF CURRENT DEVELOPMENTS, AND BUILD ON EACH OTHER'S WORK. DURING 2024, APPROXIMATELY 1,401 INDIVIDUALS WERE SERVED. THE AGENCY IS PRIMARILY SUPPORTED THROUGH CONFERENCE REVENUE AND INVESTMENT INCOME. 495835 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 0 1 1 1 0 MA NY X X REBECCA NILES EXECUTIVE DIRECTOR 9785400411 PO BOX 12747 SAN DIEGO CA 92112 CAMILO OLAYA MEMBER 3.00 X 0 0 0 HAZHIR RAHMANDAD MEMBER 3.00 X 0 0 0 RAAFAT ZAINI MEMBER 3.00 X 0 0 0 TIMOTHY CLANCY MEMBER 3.00 X 0 0 0 COTY GONZALEZ MEMBER 3.00 X 0 0 0 JUAN PABLO TORRES MEMBER 3.00 X 0 0 0 KAWIKA PIERSON MEMBER 3.00 X 0 0 0 WILLEM AUPING MEMBER 3.00 X 0 0 0 MARTIN KUNC MEMBER 3.00 X 0 0 0 JEROEN STRUBEN MEMBER 3.00 X 0 0 0 JENSON GOH MEMBER 3.00 X 0 0 0 HYUNJUNG KIM MEMBER 3.00 X 0 0 0 ALLYSON BEALL KING PRESIDENT 5.00 X X 0 0 0 ASMERET BIER NAUGLE PRESIDENT-ELECT 5.00 X X 0 0 0 J BRADLEY MORRISON PAST PRESIDENT 5.00 X X 0 0 0 LEES STUNTZ SECRETARY 5.00 X X 0 0 0 PETER HOVMAND VP CHAPTERS & SIGS 5.00 X X 0 0 0 ELIOT RICH VP FINANCE 5.00 X X 0 0 0 THOMAS WITTIG VP MARKETING 5.00 X X 0 0 0 JOHN PASTOR ANSAH VP MEETINGS 5.00 X X 0 0 0 INGE BLEIJENBERGH VP MEMBERSHIP 5.00 X X 0 0 0 DIANA FISHER VP PRE-COLLEGE EDUCATION 5.00 X X 0 0 0 SARAS CHUNG VP PROFESSIONAL PRACTICE 5.00 X X 0 0 0 ROBERT EBERLEIN VP PUBLICATIONS 5.00 X X 0 0 0 REBECCA NILES EXECUTIVE DIRECTOR 40.00 X 111138 0 8046 111138 0 8046 1 0 0 0 0 138080 138080 CONFERENCES 611710 356379 356379 MEMBERSHIP DUES/SUBSCR 900099 129316 129316 PUBLICATIONS 513120 47590 47590 TRAINING AND FACILITAT 900099 15000 15000 548285 24978 24978 993372 992842 530 530 530 66074 45384 20690 20690 732563 568975 0 25508 X 7500 7500 1500 1500 119184 102546 10750 5888 11228 9660 1013 555 2844 2447 256 141 9867 8490 890 487 2577 2577 183455 95117 76903 11435 12166 12166 43248 34879 5835 2534 180145 179921 224 1612 1612 BANK AND CREDIT CARD FE 27914 26114 3 1797 PUBLICATIONS 25554 25554 MISCELLANEOUS 2515 2107 408 631309 495835 112413 23061 209822 88018 14030 292172 78550 62384 13799 8847 80059 34757 1116824 1297101 1513084 1783279 45074 36467 40079 54832 2125 1960 87278 93259 X 1080926 1263496 344880 426524 1425806 1690020 1513084 1783279 101254 162960 0 X 0 1 X 1 0 X 125105 104328 120018 124048 138080 611579 354485 391766 478607 490728 614359 2329945 479590 496094 598625 614776 752439 2941524 0 57680 60717 73825 76551 67232 336005 57680 60717 73825 76551 67232 336005 2605519 13626 20245 20924 22689 24978 102462 13626 20245 20924 22689 24978 102462 493216 516339 619549 637465 777417 3043986 0.85600 0.84280 0.03370 0.03480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 X 892946 162960 162960 729986 2577 2577 732563 628732 0 628732 2577 2577 631309 PART IV, LINE 2B: CUSTODIAL ACCOUNT LIABILITY PART X, LINE 2: SYSTEM DYNAMICS SOCIETY, INC. (SDS) IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATE LAW, IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION FOR INDIVIDUAL DONORS. MANAGEMENT BELIEVES THERE ARE NO SOURCES OF UNRELATED BUSINESS TAXABLE INCOME AND NO UNCERTAIN TAX POSITIONS, AND NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. SDS IS REQUIRED TO FILE FEDERAL FORM 990 "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX" WITH THE INTERNAL REVENUE SERVICE, AND SIMILAR INFORMATION RETURNS WITH CERTAIN STATES. 1 DANA MEADOWS AWARD 5 5000 2024 HEALTH AWARD HONORABLE MENTION 1 2500 PART I, LINE 2: MONITORING OF AWARD AND GRANT FUNDS IS OVERSEEN BY AN AWARD COMMITTEE (HTTPS://SYSTEMDYNAMICS.ORG/GOVERNANCE/COMMITTEES/) WHOSE CHARTER IS TO, WITH THE APPROVAL OF THE POLICY COUNCIL, ESTABLISH AWARDS, DEFINE THE PROCEDURES TO BE FOLLOWED IN MAKING THOSE AWARDS, APPOINT SELECTION SUBCOMMITTEES RESPONSIBLE FOR ADMINISTERING THE AWARDS, AND OVERSEE AWARDS OFFERED BY EXTERNAL PERSONS OR ORGANIZATIONS IN CONJUNCTION WITH SOCIETY ACTIVITIES. THE AWARDS COMMITTEE CONSISTS OF SIX MEMBERS OF THE SOCIETY, SERVING STAGGERED THREE YEAR TERMS. THREE OF THE MEMBERS MUST BE FORMER SOCIETY PRESIDENTS OR RECIPIENTS OF THE JAY WRIGHT FORRESTER AWARD AND THREE OF WHOM MUST HAVE SERVED ON AN AWARD SUBCOMMITTEE. THE AWARDS COMMITTEE APPOINTS AWARD SELECTION SUB-COMMITTEES (HTTPS://SYSTEMDYNAMICS.ORG/GOVERNANCE/COMMITTEES/AWARD-SELECTION-SUBCOMMIT EES/) RESPONSIBLE FOR THE SELECTION OF AWARD RECIPIENTS. MEMBERS OF THE AWARDS SELECTION SUB-COMMITTEES SHALL BE KNOWLEDGEABLE INDIVIDUALS WILLING TO SERVE FOR LONG TERMS IN ORDER TO ACHIEVE CONTINUITY IN THE AWARD PROCESS. DETAILS ABOUT THE REQUIREMENTS AND METHOD FOR APPLICATION ARE CLEARLY DESCRIBED ON OUR WEBSITE (HTTPS://SYSTEMDYNAMICS.ORG/AWARDS-AND-SCHOLARSHIPS/). THE COMMITTEES SELECT THE WINNERS PRIOR TO OUR ANNUAL CONFERENCE AND RELAY THE INFORMATION TO THE OFFICE WHO COORDINATES THE AWARD CEREMONY, PRINTS THE AWARDS PLAQUES AND CERTIFICATES, AND REMITS PAYMENT TO THE RECIPIENTS. MISSION STATEMENT SYSTEM DYNAMICS SOCIETY, INC. IS DEVOTED TO ENCOURAGING THE DEVELOPMENT AND USE OF SYSTEM DYNAMICS AND SYSTEMS THINKING AROUND THE WORLD. FORM 990, PART VI, SECTION B, LINE 11B AS PART OF THE ANNUAL REVIEW, OUR INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM PREPARES A DRAFT OF FORM 990 AND RELATED SUPPORTING SCHEDULES FROM OUR INTERNAL RECORDS. WE DESIGNATE AN INDIVIDUAL OR INDIVIDUALS WITH SUITABLE SKILL, KNOWLEDGE OR EXPERIENCE TO OVERSEE THESE SERVICES AND WE MAKE ALL MANAGEMENT DECISIONS AND PERFORM ALL MANAGEMENT FUNCTIONS. THE EXECUTIVE LEVEL OF MANAGEMENT HAS REVIEWED, APPROVED, AND ACCEPTED RESPONSIBILITIY FOR FORM 990 AND THE RELATED SCHEDULES AND BELIEVE THEY ARE ADEQUATELY SUPPORTED BY THE BOOKS AND RECORDS OF SYSTEM DYNAMICS SOCIETY, INC. FORM 990 AND THE RELATED SCHEDULES ARE DISTRIBUTED TO ALL MEMBERS OF THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SDS HAS "CONFLICT OF INTEREST" GUIDELINES WHICH REQUIRES AN ANNUAL SIGNED STATEMENT FROM THE EXECUTIVE DIRECTOR AND THE POLICY COUNCIL AFFIRMING NO CONFLICTS, POTENTIAL CONFLICTS, OR ACTUAL CONFLICTS OF INTEREST. DISCLOSED CONFLICTS OF INTEREST ARE REVIEWED AND DISCUSSED. RESULTS ARE DOCUMENTED AND NOTED IN THE POLICY COUNCIL MINUTES. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION - BASED ON CONTRACT. THE POLICY COUNCIL USES A PERFORMANCE EVALUATION DOCUMENT AND BENCHMARKING INFORMATION TO DECIDE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. NO MEMBER OF THE POLICY COUNCIL RECEIVES COMPENSATION FOR SERVING AS A POLICY COUNCIL MEMBER. THERE ARE NO "KEY EMPLOYEES". FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND CONSULTANTS: PROGRAM SERVICE EXPENSES 95,117. MANAGEMENT AND GENERAL EXPENSES 76,903. FUNDRAISING EXPENSES 11,435. TOTAL EXPENSES 183,455.