Nonprofit · EIN 04-2738814
SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS
Also known as BOSTON CHAPTER
Tax-exempt · NORTH WALTHAM, MA 02455
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $259,113 | $242,000 | $17,113 | $348,691 | $145 | $348,546 |
| December 31, 2023 | 990 | $233,169 | $214,258 | $18,911 | $330,977 | $0 | $330,977 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $219,768
- Membership dues
- $61,793
- Program service revenue
- $100,814
- Investment income
- $7,046
- Net income from fundraising events
- -$68,515
- Other revenue
- -$68,515
Expenses
- Grants and similar amounts paid
- $36,620
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $802
- Occupancy
- $1,889
- Program services (functional)
- $234,450
- Management and general (functional)
- $7,550
Balance sheet and other
- Total assets, start of year
- $330,977
- Total assets, end of year
- $348,691
- Total liabilities, end of year
- $145
- Net assets, end of year
- $348,546
- Net assets without donor restrictions
- $348,546
- Gross receipts
- $327,628
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1981
- State of legal domicile
- MA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID VIDONI | VICE-PRESIDENT Trustee or director, Officer | 5 | $0 |
| SUE BERGAMO | PRESIDENT Trustee or director, Officer | 5 | $0 |
| MATTHEW TURNER | TREASURER Trustee or director, Officer | 5 | $0 |
| ANESHA DENNIS | SECRETARY Trustee or director, Officer | 5 | $0 |
| RICK FARQUHARSON | BOSTON CIO ROUNDTABLE CO-CHAIR Trustee or director | 5 | $0 |
| KEVIN STOKES | BOSTON CIO ROUNDTABLE CO-CHAIR Trustee or director | 5 | $0 |
| BETH CABRERA | ENGAGEMENT Trustee or director | 5 | $0 |
| MATTHEW SNYDER | ENGAGEMENT Trustee or director | 5 | $0 |
| JEAN TUFTS | MARKETING CO-CHAIR, GOLF OUTING Trustee or director | 5 | $0 |
| BILL DZIURA | GOLF OUTING Trustee or director | 5 | $0 |
| ED DEMING | MARKETING Trustee or director | 5 | $0 |
| MIKHAIL PAPOVSKY | MEMBER CAREER DEVELOPMENT Trustee or director | 5 | $0 |
| DANIEL HOPMANS | MEMBER CAREER DEVELOPMENT Trustee or director | 5 | $0 |
| MARY AYLWARD | MEMBERSHIP CO-CHAIR Trustee or director | 5 | $0 |
| DAVID DORSEY | MEMBERSHIP CO-CHAIR Trustee or director | 1 | $0 |
37 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN CAREY | OUTREACH CO-CHAIR Trustee or director | 1 | $0 |
| BRIAN WALKER | OUTREACH CO-CHAIR Trustee or director | 5 | $0 |
| HUGH CAUTHERS | SERVICE DESK ROUNDTABLE CO Trustee or director | 5 | $0 |
| THOMAS SMITH | SERVICE DESK ROUNDTABLE CO Trustee or director | 5 | $0 |
| MATT NERNEY | SPECIAL INTEREST GROUPS Trustee or director | 5 | $0 |
| LORI SEUCH | SPECIAL INTEREST GROUPS Trustee or director | 1 | $0 |
| MARGOT CARLETON | SIM LEADERSHIP INSTITUTE Trustee or director | 1 | $0 |
| ANDREW BORODENKO | SIM LEADERSHIP INSTITUTE Trustee or director | 1 | $0 |
| JENNIFER BOIKE | SIM WOMEN CO-CHAIR Trustee or director | 1 | $0 |
| NAOMI LENANE | SIM WOMEN CO-CHAIR Trustee or director | 1 | $0 |
| JITU RAJ BORA | SPONSORSHIP CO-CHAIR Trustee or director | 1 | $0 |
| BERNARD LEE | SPONSORSHIP CO-CHAIR Trustee or director | 1 | $0 |
| KEVIN MORE | SUMMITT Trustee or director | 1 | $0 |
| BRIAN BLACKMAN | SUMMITT Trustee or director | 1 | $0 |
| PETER WHITE | TECHNOLOGY LEADERSHIP SERIES Trustee or director | 1 | $0 |
| BIBHOO SHRESTHA | TECHNOLOGY LEADERSHIP SERIES Trustee or director | 1 | $0 |
| ANNA ADIKA | CONSCIOUS INCLUSION Trustee or director | 1 | $0 |
| DAVID PERKO | DATA ANALYTICS Trustee or director | 1 | $0 |
| WILL SCARBOROUGH | DATA ANALYTICS Trustee or director | 1 | $0 |
| BERNARD LEE | EMERGING TECHNOLOGIES Trustee or director | 1 | $0 |
| JAMES MAVOURNEEN | EMERGING TECHNOLOGIES Trustee or director | 1 | $0 |
| JAMES BILOTTA | LIFE SCIENCES ROUNTABLE Trustee or director | 1 | $0 |
| KEVIN DUSHNEY | LIFE SCIENCES ROUNTABLE Trustee or director | 1 | $0 |
| TYLER FALCONE | PROVIDENCE PRACTITIONERS Trustee or director | 1 | $0 |
| KATHLEEN MALIN | PROVIDENCE PRACTITIONERS Trustee or director | 1 | $0 |
| JENNIFER SALA | RISING LEADERS FORUM Trustee or director | 1 | $0 |
| SANDEEP BASNET | RISING LEADERS FORUM Trustee or director | 1 | $0 |
| MARGOT CARLETON | SIM NEXT Trustee or director | 1 | $0 |
| DAVE JACKSON | SIM NEXT Trustee or director | 1 | $0 |
| MARLOWE FARRAR | SIM NEXT Trustee or director | 1 | $0 |
| TOM CATALINI | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN MADDEN | TRUSTEE Trustee or director | 1 | $0 |
| JIM MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| AMANDA MAVOURNEED | TRUSTEE Trustee or director | 1 | $0 |
| PAT RANDALL | TRUSTEE Trustee or director | 1 | $0 |
| BILL WELLMAN | TRUSTEE Trustee or director | 1 | $0 |
| JIM WHALEN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 40 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT NERNEY | PRESIDENT Trustee or director, Officer | 5 | $0 |
| SUE BERGAMO | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| DAVID VIDONI | SECRETARY Trustee or director, Officer | 5 | $0 |
| ANESHA DENNIS | TREASURER Trustee or director, Officer | 5 | $0 |
| MATTHEW TURNER | ASSISTANT TREASURER Trustee or director, Officer | 5 | $0 |
| PETER WHITE | TECHNOLOGY LEADERSHIP SERIES CO-CHAIR Trustee or director | 5 | $0 |
| RAY BARRY | GOLF OUTING CO-CHAIR Trustee or director | 5 | $0 |
| ED DEMING | MARKETING CO-CHAIR Trustee or director | 5 | $0 |
| JEAN TUFTS | MARKETING CO-CHAIR, GOLF OUTING CO-CHAIR Trustee or director | 5 | $0 |
| LORI SEUCH | SIG CO-CHAIR, TRUSTEE, IMMEDIATE PAST PRESIDENT Trustee or director | 5 | $0 |
| MARY AYLWARD | MEMBERSHIP CO-CHAIR Trustee or director | 5 | $0 |
| PATRICIA RANDALL | TRUSTEE Trustee or director | 5 | $0 |
| BRIAN MADDEN | TRUSTEE Trustee or director | 5 | $0 |
| JIM WHALEN | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM WELLMAN | TRUSTEE Trustee or director | 1 | $0 |
| RICK FARQUHARSON | BOSTON CIO ROUNDTABLE CO-CHAIR Trustee or director | 1 | $0 |
| KEVIN STOKES | BOSTON CIO ROUNDTABLE CO-CHAIR Trustee or director | 1 | $0 |
| DANIEL HOPMANS | MEMBER CAREER DEVELOPMENT CO-CHAIR Trustee or director | 1 | $0 |
| MIKHAIL PAPOVSKY | MEMBER CAREER DEVELOPMENT CO-CHAIR Trustee or director | 1 | $0 |
| JUSTIN CHAPMAN | MEMBERSHIP CO-CHAIR Trustee or director | 1 | $0 |
| BRIAN CAREY | OUTREACH CO-CHAIR Trustee or director | 1 | $0 |
| RAMANA VISWANATHAN | OUTREACH CO-CHAIR Trustee or director | 1 | $0 |
| BRIAN BLACKMAN | PARTNERS AND ALLIANCES CO-CHAIR Trustee or director | 1 | $0 |
| KIMBERLY SHARP | RLF CO-CHAIR Trustee or director | 1 | $0 |
| MARGOT CARLETON | RLF CO-CHAIR, RLF MENTORING CO-CHAIR Trustee or director | 1 | $0 |
| ANDREW BORODENKO | RLF MENTORING CO-CHAIR Trustee or director | 1 | $0 |
| THOMAS SMITH | SERVICE DESK ROUNDTABLE CO-CHAIR Trustee or director | 1 | $0 |
| HUGH CAUTHERS | SERVICE DESK ROUNDTABLE CO-CHAIR Trustee or director | 1 | $0 |
| DOUG NEW | SIG CO-CHAIR Trustee or director | 1 | $0 |
| NAOMI LENANE | SIM WOMEN CO-CHAIR Trustee or director | 1 | $0 |
| JENNIFER BOIKE | SIM WOMEN CO-CHAIR Trustee or director | 1 | $0 |
| BERNARD LEE | SPONSORSHIP CO-CHAIR Trustee or director | 1 | $0 |
| JITU RAJ BORA | SPONSORSHIP CO-CHAIR Trustee or director | 1 | $0 |
| ERIC BLOOM | TECHNOLOGY LEADERSHIP SERIES CO-CHAIR Trustee or director | 1 | $0 |
| THOMAS CATALINI | TRUSTEE Trustee or director | 1 | $0 |
| DAVE JACKSON | TRUSTEE Trustee or director | 1 | $0 |
| JIM MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| AMANDA MAVOURNEEN | TRUSTEE Trustee or director | 1 | $0 |
| JAMES MAVOURNEEN | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN MORE | PARTNERS AND ALLIANCES CO-CHAIR, TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 550152, NORTH WALTHAM, MA 02455-0152
- In care of
- % MATTHEW TURNER
- Principal officer (990 for 2024)
- MATTHEW TURNER, PO BOX 1116, WESTFORD, MA 01886
- Signed the 990
- MATTHEW TURNER, TREASURER
- Phone
- (978) 463-6800
- Website
- WWW.BOSTONSIM.ORG
- Return prepared by
- GRAY GRAY & GRAY LLP
Mission
BOSTON SIM, INC. IS A PROFESSIONAL SOCIETY WHOSE MISSION IS SO SUPPORT PROGRAMS THAT CONTRIBUTE TO THE VITALITY OF THE INFORMATION TECHNOLOGY PROFESSION.
Program accomplishments
- NATIONAL ISSUE AWARENESS THROUGH COMMUNICATION AND COMMITTMENT TO INTERNATIONAL ORGANIZATION (SIM ORGANIZATION) WEBCASTS, ATTENDANCE AT NATIONAL CONFERENCE, NATIONAL JOURNAL AND NEWSLETTER FOR MEMBERSExpenses $126,908
- PROGRAMS, FORUMS, AND ROUNDTABLES TO EDUCATE THE INFORMATION TECHNOLOGY LEADERS & PRACTITIONERS WHO ARE MEMBERS OF BOSTON SIM. THIS INCLUDES MONTHLY NETWORKING & EDUCATIONAL MEETINGS WITH GUEST SPEAKERS DISCUSSING MATTERS AFFECTING THE SCOPE AND SUBSTANCE OF THOSE PROFESSIONALS WORKING IN AN INFORMATION TECHNOLOGY CAPACITY.Expenses $70,922
- SUPPORTING RELATIONSHIPS WITH SEVERAL LOCAL CHARITIES WHO BENEFIT FROM SPONSORSHIP, GUIDANCE, AND/OR MENTORING FROM THE INFORMATION TECHNOLOGY COMMUNITY REPRESENTED BY BOSTON SIM. THIS INCLUDES A FUND RAISING GOLF TOURNAMENT EVENT FOR THE MEMBERSHIP.Expenses $36,620 · grants $36,620
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2738814
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3701: SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS
- Assets (IRS master file)
- $348,691
- Income (IRS master file)
- $327,628
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $259,113 | $242,000 | $348,691 | IRS |
| 990 | December 2023 | $233,169 | $214,258 | $330,977 | XML |
| 990 | December 2022 | $202,583 | $192,777 | $312,987 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 04-2738814).
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 04-2738814.
- Is SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
- Are donations to SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- 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 2025 (the year ending December 31, 2025) is due May 15, 2026. 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 for the year ended December 2024.
- Who is the principal officer of SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS?
- The 990 for the year ended December 31, 2024 names MATTHEW TURNER.
- Who are the officers and directors of SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS?
- The 990 for the year ended December 31, 2024 lists 52 people; 0 received compensation from the organization.
- How much revenue does SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $259,113, expenses of $242,000 and total assets of $348,691 at year end.
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