SIM San Diego Chapter

Nonprofit profile at a glance

EIN
452565962
IRS 990-EZ coverage
2018–2025
Forms available
Form 990-EZ 2025, Form 990-N 2017
Location
San Diego, CA, USA
Phone
7605056886
Rating
47
Verdict
MIXED
Rating confidence
Moderate
Sector
Chambers of Commerce & Business Leagues

Official website

Reported finances

Revenue
$149,692
Expenses
$122,681
Assets
$182,792

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Steve Phillpott (President)
  • Doug Cyphers (Vice President)

People named in this filing

  • Steve Phillpott (President)
  • Doug Cyphers (Vice President)
  • Barb Munro (Cofounder)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To promote and foster the development of information technology for the improvement of management performance. The corporation will serve itself as a cohesive group with a common voice in regards to its interests.

What it reported doing in 2025

The chapter is organized for the educational purpose of fostering the development of information technology for the improvement of management performance, as consistent with the purpose of the society for information management. The chapter is chartered by the society for information management and is responsive to the society's rules.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 16
  • Transparency & Controls: 82
  • Sustainability: 61
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 25.4%; rating input score 25
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 18%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 1.49; rating input score 71; 71st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 9.8% per year; rating input score 100; 63rd percentile among comparable filings
  • Asset growth: 8.4% per year; rating input score 100; 54th percentile among comparable filings

Details

  • Where the money goes: 25.4% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 8 filing years from 2018 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 25/100.