Society for Management Information Systems
Nonprofit profile at a glance
- EIN
- 581805261
- IRS 990 coverage
- 2025–2025
- Forms available
- Form 990 2025, Form 990-EZ 2024
- Location
- Memphis, TN, USA
- Phone
- 9017567567
- Rating
- 41
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $216,942
- Expenses
- $178,219
- Assets
- $234,077
- Liabilities
- $3,643
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- Jim Kothe (President)
- David Ulloa (Vice President)
- Jeff Wilhelmy (Past President)
People named in this filing
- Jim Kothe (President)
- David Ulloa (Vice President)
- Dennis Norton (SecretaryTreasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Local society of Information Technology leaders who meet for professional networking education and support for local educational organizations.
What it reported doing in 2025
The MEMTech Awards Program is an annual initiative that recognizes individuals and organizations demonstrating excellence innovation and leadership in the Mid-South technology community. Through a nomination and selection process the program highlights achievements across multiple categories and hosts an awards event to promote innovation workforce development and collaboration. Organizations may sponsor the program to support its mission while receiving recognition associated with nominees and increased brand awareness through the event.
Operating model
- Revenue model
- Other-operating. 89% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 70
- Accountability: 70
- Sustainability: 58
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 90%; rating input score 90; 10th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 44.1%; rating input score 44; 44th percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 2 of 7 controls in place; rating input score 29
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 17.8%; rating input score 68; 68th percentile among comparable filings
- Total-asset coverage ratio: 1.31; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 36; 36th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 30.2% per year; rating input score 100; 92nd percentile among comparable filings
- Asset growth: 11.4% per year; rating input score 100; 67th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: 18 of 18 board members independent · 2 of 7 filing controls reported
- Programs: 4 filed program accomplishments · $169K in reported program spending
- Leadership: top reported pay $0 · 18 people listed
- Consistency: 37 of 43 current checks pass · 6 findings to review
- Schedules: 4 filed schedules · includes grants
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 2 filed related-organization links
- 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 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- High — Accountability: Governance controls: 4 of 6 not reported.
- Moderate — Transparency & Controls: Grant itemization coverage scored 44/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- Moderate — Transparency & Controls: Part IX ConferencesMeetings column sum did not reconcile in the filed values.
- Moderate — Transparency & Controls: Part IX FeesForServicesOther column sum did not reconcile in the filed values.
- Moderate — Transparency & Controls: Part IX GrantsToDomesticOrgs column sum did not reconcile in the filed values.
- Moderate — Transparency & Controls: Part IX InformationTechnology column sum did not reconcile in the filed values.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 36/100.