2026-09-14T09:05:51-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2025-01-01 521898636 INSTITUTE FOR OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES INST 4437573500 5521 RESEARCH PARK DRIVE 200 CATONSVILLE MD 21228 ELENA GERSTMANN EXECUTIVE DIRECTOR 4437573500 2026-09-11 1 AARON FOX P01365820 2022274000 2026-09-11 2025 ELENA GERSTMANN 5521 RESEARCH PARK DRIVE 200 CATONSVILLE MD 21228 33184299 0 X WWW.INFORMS.ORG X 1995 MD TO ADVANCE THE SCIENCE & PRACTICE OF OPERATIONS RESEARCH, ANALYTICS, AND MANAGEMENT SCIENCE. 15 15 52 4500 263174 30135 131349 223347 14184067 15816933 802316 3109961 1093569 591303 16211301 19741544 282449 250707 0 0 5347706 5816478 0 0 0 10014937 11235950 15645092 17303135 566209 2438409 31996807 31545946 11505234 8517953 20491573 23027993 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 5196501 6636184 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. 3838636 7074462 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. 4112068 1385005 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. 731045 303514 INSTITUTE COMMITTEES AND PROGRAMS - VARIOUS COMMITTEES AND PROGRAMS DESIGNED TO FURTHER THE ORGANIZATION'S MISSION. 392739 250707 417768 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. 1485020 INFORMATION TECHNOLOGY 2608804 250707 721282 15756009 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 1 0 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 1 107 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 1 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 DAVID HUNT PRESIDENT 6.00 X X 0 0 0 MARK LEWIS PRESIDENT-ELECT 6.00 X X 0 0 0 JULIE SWANN PAST PRESIDENT 6.00 X X 0 0 0 PELIN PEKGUN 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 & PROF. RECOGNITION 6.00 X 0 0 0 ARIELA SOFER VP, MEETINGS 6.00 X 0 0 0 THERESA ROEDER VP, SECTIONS & SOCIETIES 6.00 X 0 0 0 TINGLONG DAI VP, MARKETING, COMMS & OUTREACH 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 392048 0 52304 PAULINE ROBERTS DIRECTOR, FINANCE 40.00 X 169001 0 16280 MATTHEW WALLS DIRECTOR, PUBLICATIONS 40.00 X 155549 0 38141 JOHN KING DIRECTOR, IT 40.00 X 204931 0 9991 JEFFREY COHEN CHIEF STRATEGY & INNOVATION 40.00 X 196076 0 19583 KYLE JORDAN DIRECTOR, MEETINGS 40.00 X 180547 0 16280 REGINA LLOYD CHIEF HUMAN RESOURCES OFFICER 40.00 X 173414 0 33412 MARY MAGROGAN DIRECTOR, RECOGNITION & DEVELOPMENT 40.00 X 157134 0 16500 1628700 0 202491 12 0 1 0 KNOWLEDGE WORKS GLOBAL 410 HIGHWAY 25 S BRAINERD MN 56401 COMPOSITION WORK 1891662 PRESTIGE AUDIO VISUAL INC 4835 PARA DRIVE CINCINNATI OH 45237 A/V SERVICES 812124 RC HOTELS 2 STAMFORD ROAD SINGAPORE SN 17882 EVENT HOSTING 744769 WHITE LEGACY PROPERTIESJW MARRIOTT 62960 COLLECTION DRIVE CHICAGO IL 60693 EVENT HOSTING 388913 FONTEVA INC 4420 N FAIRFAX DRIVE SUITE 500 ARLINGTON VA 22203 SALESFORCE AND USER LICENSE FONTEVA SYST 214395 9 223347 223347 PUBLICATIONS 541800 7074462 7048261 26201 CONFERENCE 900099 6636184 6636184 MEMBERSHIP 900099 1385005 1385005 SUBDIVISIONS 900099 417768 417768 COMMITTEE & PROGRAMS 900099 303514 235294 68220 15816933 1167563 1167563 265358 265358 15385153 13442755 1942398 1942398 1942398 JOB PLACEMENT 561300 206893 62068 144825 CERTIFICATION PROGRAMS 561000 106685 106685 OTHER REVENUE 900099 12367 12367 325945 19741544 15722512 263174 3532511 X 10000 10000 190824 190824 49883 49883 823323 308169 515154 3818755 3621160 197595 327588 311342 16246 490006 431444 58562 356806 305337 51469 52751 50627 2124 57668 55346 2322 56788 56788 3068019 2942856 125163 376080 374063 2017 802949 793495 9454 644102 537961 106141 1376208 1127224 248984 312204 262224 49980 4172235 4085753 86482 10968 8984 1984 127789 125292 2497 DUES AND SUBSCRIPTIONS 88829 85252 3577 STAFF TRAINING & DEVELO 70879 60655 10224 GRANTS ADMINISTRATION 18202 17846 356 MISCELLANEOUS EXPENSES 279 272 7 17303135 15756009 1547126 0 605799 1520682 7878090 3912425 160903 376964 582976 581472 975012 972189 13792 2823 21165222 23978133 1590025 1173447 31996807 31545946 2296681 1793358 7389222 5343989 124554 124554 1694777 1256052 11505234 8517953 X 19038251 21261013 1453322 1766980 20491573 23027993 31996807 31545946 2438409 98011 0 X X 0 1 X 1 0 X 2614277 1770154 788273 131349 223347 5527400 8755581 11511341 12868346 14114277 15722512 62972057 11369858 13281495 13656619 14245626 15945859 68499457 3980 12696 16676 5672072 5672072 3980 5684768 5688748 62810709 1226516 937466 751141 1108611 1432921 5456655 1226516 937466 751141 1108611 1432921 5456655 67284 299196 446543 288177 256846 1358046 23821 543138 157192 724151 12687479 14518157 14854303 16185552 17792818 76038309 0.82600 0.90540 0.07180 0.06960 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 23,821. 2024 AMOUNT: $ 543,138. 2025 AMOUNT: $ 157,192. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1319329 163500 198225 69708 1343 1587 1608416 1124845 98000 154550 58066 1319329 968049 44500 168317 56021 1124845 1184610 43500 -207801 52260 968049 1017134 62000 154784 49308 1184610 0.00000 0.69705 0.30295 0 0 51692 50988 704 513952 511833 2119 409368 409368 0 2823 LEASE LIABILITY 1256052 1256052 X 19782767 98011 98011 19684756 56788 56788 19741544 17246347 0 17246347 56788 56788 17303135 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, 2025, 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, 2025, 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, 2025, INFORMS HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 22725 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 14900 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 3333 SOUTH AMERICA 0 0 GRANTMAKING 3700 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 3000 SOUTH ASIA 0 0 GRANTMAKING 750 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 1475 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CONFERENCES AND MEETINGS 676010 0 0 0 0 0 0 725893 0 725893 AWARD/PRIZE EAST ASIA AND THE PACIFIC 17 21575 WIRE AWARD/PRIZE EAST ASIA AND THE PACIFIC 1 150 CHECK AWARD/PRIZE EUROPE 22 14900 WIRE AWARD/PRIZE SOUTH AMERICA 4 3700 WIRE AWARD/PRIZE NORTH AMERICA 6 3333 WIRE AWARD/PRIZE MIDDLE EAST AND NORTH AFRICA 1 3000 WIRE AWARD/PRIZE CENTRAL AMERICA AND THE CARIBBEAN 2 1475 WIRE AWARD/PRIZE SOUTH ASIA 2 750 WIRE 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 USA CYCLING INC 210 USA CYCLING POINT SUITE 100 COLORADO SPRINGS CO 80919 841284437 501(C)(3) 10000 0 GENERAL SUPPORT 1 0 ANALYTICS MEETING AWARD 5 7500 ANNUAL MEETING AWARD 6 1500 APPLIED PROBABILITY AWARD 3 3000 BEHAVIORAL OPERATIONS MGMT (BOM) 2 500 BONDER RESEARCH GRANT 7 35000 BONDER HEALTH APPS AWARD 1 6000 BONDER MILITARY APPS AWARD 1 6000 CASE COMPETITION AWARD 4 800 CHICAGO IRAC AWARD 1 500 CLEMEN-KLEINMUNTZ AWARD 5 1750 INFORMS COMPUTING SOCIETY AWARD 5 2000 DH WAGNER PRIZE 1 5000 DATA MINING CHALLENGE 10 3800 DANTZIG PRIZE 3 600 DEI AMBASSADOR PROGRAM AWARD 5 1200 DECISION ANALYSIS AWARD 2 300 DOING GOOD W/GOOD OR 4 2000 EC PRACTITIONER AWARD 1 5000 ENERGY NATURAL RESOURCES ENVIRONMENT AWARD 1 400 SAUL GASS EXPOSITORY WRITING AWARD 1 2000 DONALD P. GAVER ENDOWMENT AWARD 3 5500 HEALTH APPLICATIONS AWARD 3 1250 IRAC ATLANTA AWARD 2 1500 ISMS DISSERTATION AWARD 1 5000 JFIG AWARD 1 250 LANCHESTER AWARD 1 4500 MARKETING SOCIETY AWARDS 11 37000 MINORITY ISSUES FORUM MIF AWARD 6 3365 MORSE LECTURESHIP AWARD 1 2000 MSOM AWARD 15 6467 NICHOLSON PRIZE 5 1200 OPTIMIZATION SECTION AWARD 4 12000 ORMS TOMORROW AWARD 7 1100 PIERSKALLA AWARD 1 125 PUBLIC SECTOR OR AWARD 2 400 RAILWAY APPLICATION SOCIETY AWARD 1 1000 REVENUE MANAGEMENT & SECTION AWARD 5 1333 SARGENT SIMULATION SCHOLARSHIP 1 5000 SIMULATION AWARDS 6 3950 SOCIAL MEDIA AWARDS 1 250 TEACHING ORMS AWARD 1 3000 TECHNOLOGY MANAGEMENT SECTION AWARDS 4 1734 TRANSPORTATION SCIENCE AND LOGISTICS AWARD 3 1550 VON NEUMANN THEORY PRIZE 1 5000 PETER D. WELCH EARLY CAREER AWARD 1 500 WOMEN IN ORMS (WORMS) AWARD 1 1000 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 1 0 ELENA A GERSTMANN EXECUTIVE DIRECTOR 360579 0 30000 0 1469 0 36648 0 15656 0 444352 0 0 0 JEFFREY COHEN CHIEF STRATEGY & INNOVATION 194829 0 0 0 1247 0 19583 0 0 0 215659 0 0 0 JOHN KING DIRECTOR, IT 202938 0 0 0 1993 0 9991 0 0 0 214922 0 0 0 REGINA LLOYD CHIEF HUMAN RESOURCES OFFICER 171547 0 0 0 1867 0 17619 0 15793 0 206826 0 0 0 KYLE JORDAN DIRECTOR, MEETINGS 180150 0 0 0 397 0 8537 0 7743 0 196827 0 0 0 MATTHEW WALLS DIRECTOR, PUBLICATIONS 155008 0 0 0 541 0 16527 0 21614 0 193690 0 0 0 PAULINE ROBERTS DIRECTOR, FINANCE 167430 0 0 0 1571 0 8537 0 7743 0 185281 0 0 0 MARY MAGROGAN DIRECTOR, RECOGNITION & DEVELOPMENT 155588 0 0 0 1546 0 15701 0 799 0 173634 0 0 0 PART I, LINE 7 ELENA A. GERSTMANN WAS AWARDED A PERFORMANCE BONUS OF $30,000, PAID ON MAY 30, 2025. 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 B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE USES COMPENSATION INFORMATION FROM FORMS 990 OF SIMILAR ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE FILES MAINTAINED BY HUMAN RESOURCES. THE EXECUTIVE DIRECTOR ANNUALLY REVIEWS THE COMPENSATION OF ALL EMPLOYEES. 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 - GENERAL: PROGRAM SERVICE EXPENSES 1,226,241. MANAGEMENT AND GENERAL EXPENSES 51,453. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,277,694. ARTICLE COMPOSITION: PROGRAM SERVICE EXPENSES 1,687,027. MANAGEMENT AND GENERAL EXPENSES 70,788. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,757,815. TECHNICAL EDITING: PROGRAM SERVICE EXPENSES 30,025. MANAGEMENT AND GENERAL EXPENSES 1,260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,285. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES -13,708. MANAGEMENT AND GENERAL EXPENSES -575. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -14,283. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 13,271. MANAGEMENT AND GENERAL EXPENSES 2,237. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,508. FORM 990, PART XII, LINE 2C: INFORMS CREATED AN AUDIT COMMITTEE, WHICH IS TASKED WITH OVERSIGHT OF THE AUDIT RESPONSIBILITIES.