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Society For Management Information

Philadelphia Area Chapter
  • Lansdale, PA
  • Tax-exempt since Jan. 1982
  • EIN: 23-2189216

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$63.6k (2023)

Expenses
$73.4k (2023)

Total Assets
$171k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$63,611
Expenses
$73,358
Net Income
-$9,747
Net Assets
$171,197
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,550
51.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,671
4.2%
Assets/Debt
Total Assets $171,197
Total Liabilities $0
Net Assets $171,197
Compensation
Key Employees and Officers Compensation Other
Sanjay Khatnani (Director) $0 $0
William Peterson (Treasurer) $0 $0
Mark Alberto (Past Chair) $0 $0
Helane Stein (Trustee) $0 $0
Scott Bender (Director) $0 $0
Rebecca Gasser (Director) $0 $0
Ken Krieger (Secretary) $0 $0
Rick Lindberg (Board Chair) $0 $0
Kristen Lamoreaux (Director) $0 $0
Chris Shull (Director) $0 $0
Vijay Khatnani (Director) $0 $0
George Rears (Director) $0 $0
Lawrence Bilker (Past Chair) $0 $0
Gregory Barrett (Director) $0 $0
Franklin Green (Director) $0 $0
Leona Thomas (Director) $0 $0
Jean Buskirk (Director) $0 $0
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Document Links

990-EZ
Filed on May 14, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,615
Expenses
$80,859
Net Income
$15,756
Net Assets
$180,943
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,650
43.1%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,015
2.1%
Assets/Debt
Total Assets $180,943
Total Liabilities $0
Net Assets $180,943
Compensation
Key Employees and Officers Compensation Other
Sanjay Khatnani (Director) $0 $0
William Peterson (Treasurer) $0 $0
Mark Alberto (Past President) $0 $0
Helane Stein (Director) $0 $0
Jean Buskirk (Director) $0 $0
Lawrence Bilker (President) $0 $0
Scott Bender (Director) $0 $0
Rebecca Gasser (Director) $0 $0
Ken Kreiger (Director) $0 $0
Rick Lindberg (Secretary) $0 $0
Kristen Lamoreaux (Director) $0 $0
Chris Shull (Director) $0 $0
Vijay Khatnani (Director) $0 $0
George Rears (Director) $0 $0
+ View more people

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990-EZ
Filed on April 1, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,525
Expenses
$64,169
Net Income
$20,356
Net Assets
$165,187
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,870
30.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,095
1.3%
Assets/Debt
Total Assets $165,187
Total Liabilities $0
Net Assets $165,187
Compensation
Key Employees and Officers Compensation Other
Sydney S Weinstein (Treasurer) $0 $0
Sanjay Khatnani (Past President) $0 $0
William Peterson (Treasurer) $0 $0
Mark Alberto (President) $0 $0
Helane Stein (Past President) $0 $0
Jeffrey Berger (Director) $0 $0
Lawrence Bilker (Chair Elect) $0 $0
Scott Bender (Director) $0 $0
Pam Paul (Director) $0 $0
Beverly Prohaska (Director) $0 $0
Rick Lindberg (Secretary) $0 $0
Kristen Lamoreaux (Director) $0 $0
Chris Shull (Director) $0 $0
+ View more people

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990-EZ
Filed on Aug. 26, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$119,250
Expenses
$119,350
Net Income
-$100
Net Assets
$144,830
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000
0.8%
Program Services $31,610
26.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,980
1.7%
Assets/Debt
Total Assets $144,830
Total Liabilities $0
Net Assets $144,830
Compensation
Key Employees and Officers Compensation Other
Sydney S Weinstein (Treasurer) $0 $0
Sanjay Khatnani (President) $0 $0
William Peterson (Secretary) $0 $0
Mark Alberto (Chair Elect) $0 $0
Helane Stein (Past President) $0 $0
Brian Simmermon (Director) $0 $0
Jeffrey Berger (Director) $0 $0
Larry Bilker (Director) $0 $0
Scott Bender (Director) $0 $0
Gopal Srinivasan (Director) $0 $0
Pam Paul (Director) $0 $0
Beverly Prohaska (Director) $0 $0
Rick Lindberg (Director) $0 $0
Kristen Lamoreaux (Director) $0 $0
Kimberly Tableman (Director) $0 $0
Chris Shull (Director) $0 $0
Nivi Nelature (Director) $0 $0
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Document Links

990-EZ
Filed on Oct. 23, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$133,796
Expenses
$121,222
Net Income
$12,574
Net Assets
$144,930
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,710
46.9%
Investment Income $265
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,281
1.7%
Assets/Debt
Total Assets $144,930
Total Liabilities $0
Net Assets $144,930
Compensation
Key Employees and Officers Compensation Other
Helane Stein (President) $0 $0
William Peterson (Secretary) $0 $0
Sydney Weinstein (Treasurer) $0 $0
Sanjay Khatnani (Chair Elect) $0 $0
Kristen Lamoreaux (Director) $0 $0
Brian Simmermon (Director) $0 $0
Jeffrey Berger (Director) $0 $0
Grace Shuler (Director) $0 $0
Mark Alberto (Director) $0 $0
Gopal Srinivasan (Director) $0 $0
Pam Paul (Director) $0 $0
Larry Bilker (Director) $0 $0
Charles Lysakowski (Director) $0 $0
Beverly Prohaska (Director) $0 $0
Kimberly Tableman (Director) $0 $0
+ View more people

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990-EZ
Filed on Oct. 29, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,717
Expenses
$60,725
Net Income
$13,992
Net Assets
$132,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,638
58.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,079
1.4%
Assets/Debt
Total Assets $132,356
Total Liabilities $0
Net Assets $132,356

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$121,424
Expenses
$128,471
Net Income
-$7,047
Net Assets
$118,364
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,865
36.1%
Investment Income $131
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,459
2.0%
Assets/Debt
Total Assets $118,364
Total Liabilities $0
Net Assets $118,364
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berger (Past Preside) $0 $0
Robert J Juliano (Director) $0 $0
Bob Ehlinger (Secretary) $0 $0
Brian L Simmermon (President) $0 $0
Lisa C Guzzardo (Director) $0 $0
Kristen Lamoreaux (Chair Elect) $0 $0
Sydney S Weinstein (Treasurer) $0 $0
Grace E Schuler (Director) $0 $0
Pam Paul (Director) $0 $0
Charles E Lysakowski (Director) $0 $0
Sanjay Khatnani (Director) $0 $0
Larry Bilker (Director) $0 $0
Mark Alberto (Director) $0 $0
Kelly Lyman (Director) $0 $0
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990-EZ
Filed on Sept. 4, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$162,904
Expenses
$152,053
Net Income
$10,851
Net Assets
$125,411
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $75,625
46.4%
Investment Income $140
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,079
1.3%
Assets/Debt
Total Assets $126,241
Total Liabilities $830
Net Assets $125,411
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berger (President) $0 $0
Robert J Juliano (Treasurer) $0 $0
Bob Ehlinger (Secretary) $0 $0
Matt Grulke (Past Preside) $0 $0
Brian L Simmermon (Director) $0 $0
Steve Heilenman (Director) $0 $0
Steve Olshevski (Director) $0 $0
Lisa C Guzzardo (Director) $0 $0
Kristen Lamoreaux (Director) $0 $0
Helane Stein (Director) $0 $0
Sydney S Weinstein (Director) $0 $0
Grace E Schuler (Director) $0 $0
Pam Paul (Director) $0 $0
Charles E Lysakowski (Director) $0 $0
Sanjay Khatnani (Director) $0 $0
+ View more people

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990-EZ
Filed on Oct. 16, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$141,326
Expenses
$190,005
Net Income
-$48,679
Net Assets
$114,560
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,397
22.2%
Investment Income $40
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $942
0.7%
Assets/Debt
Total Assets $114,560
Total Liabilities $0
Net Assets $114,560
Compensation
Key Employees and Officers Compensation Other
David D Murray (Treasurer) $0 $0
R J Juliano (Past President) $0 $0
Kristen Lamoreaux (Director) $0 $0
Matt Grulke (President) $0 $0
Brian Simmermon (Director) $0 $0
Chuck Lysakowski (Director) $0 $0
Jeff Berger (Chair Elect) $0 $0
Robert Ehlinger (Secretary) $0 $0
Sanjay Khatnani (Director) $0 $0
Steven Olshevski (Director) $0 $0
Grace Schuler (Director) $0 $0
Helane Stein (Director) $0 $0
Steve Heilenman (Director) $0 $0
Lisa Guzzardo (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 12, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$186,703
Expenses
$149,139
Net Income
$37,564
Net Assets
$163,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,606
35.7%
Investment Income $249
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,650
0.9%
Assets/Debt
Total Assets $163,238
Total Liabilities $0
Net Assets $163,238
Compensation
Key Employees and Officers Compensation Other
David D Murray (Treasurer) $0 $0
R J Juliano (President) $0 $0
Kristen Lamoreaux (Director) $0 $0
Matt Grulke (Vice President) $0 $0
Brian Simmermon (Director) $0 $0
Chuck Lysakowski (Director) $0 $0
Jeff Berger (Director) $0 $0
Robert Ehlinger (Secretary) $0 $0
Robert Rosko (Past Chairman) $0 $0
Sanjay Khatnani (Director) $0 $0
Steven Olshevski (Director) $0 $0
Grace Schuler (Director) $0 $0
Helane Stein (Director) $0 $0
+ View more people

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990-EZ
Filed on Oct. 27, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$155,766
Expenses
$218,326
Net Income
-$62,560
Net Assets
$125,674
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,390
42.6%
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,100
1.3%
Assets/Debt
Total Assets $125,674
Total Liabilities $0
Net Assets $125,674
Compensation
Key Employees and Officers Compensation Other
Steve Heilenman (Chairman) $0 $0
David D Murray (Treasurer) $0 $0
R J Juliano (Chairman Elect) $0 $0
William H Morgan (Secretary) $0 $0
Kristen Lamoreaux (Director) $0 $0
Yvonne Cook (Director) $0 $0
David Kelble (Director) $0 $0
Matt Grulke (Director) $0 $0
Brian Simmermon (Director) $0 $0
Dave Pearson (Director) $0 $0
Chuck Lysakowski (Director) $0 $0
Jeff Berger (Director) $0 $0
Robert Ehlinger (Director) $0 $0
Robert Rosko (Past Chairman) $0 $0
+ View more people

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990-EZ
Filed on Oct. 24, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$250,566
Expenses
$196,848
Net Income
$53,718
Net Assets
$188,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $250,371
99.9%
Investment Income $195
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $188,234
Total Liabilities $0
Net Assets $188,234

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$192,142
Expenses
$156,652
Net Income
$35,490
Net Assets
$134,516
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $191,871
99.9%
Investment Income $271
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $134,516
Total Liabilities $0
Net Assets $134,516

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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