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SOCIETY FOR MANAGEMENT INFORMATION SYSTEMS
NEW YORK, NY · EIN 223478029 · Form 990EZ · FY2025 · NTEE S41 · Community Improvement · Small ($100K-$1M) · nysim.org
revenue
$141K
expenses
$144K
net assets
$246K
employees
—
mission · from form 990

SIM NY holds monthly meetings and other in-person / virtual events to provide members (200+) and guests the opportunity to network, share ideas, and listen to speakers on topics relevant to the information technology industry. As a national nonprofit membership association chapter for Technology Executives and Industry Leaders we develop, enable and empower exceptional technology leaders. We pay it forward in part by providing mentorship and support to the next generation of leaders through national alliance partners (e.g., NPower, Genysis Works, Technovation, etc.) and local organizations that focus on STEM education in the local community. See www.nysim.org and www.simnet.org for more details.

profile · synthesized from sources

Society for Management Information Systems (SIM NY) is a nonprofit membership association for technology executives and industry leaders. It hosts monthly events, summits, and workshops in the New York area to facilitate networking, professional development, and knowledge sharing on topics like AI, cybersecurity, and leadership. The organization supports current and next-generation technology leaders through peer engagement and mentorship initiatives.

named programs · 5 · from sources

What they call their work

Career Boot Camp
Three-session virtual series designed to help SIM members navigate career transitions, strengthen their professional narrative, and enhance executive presence.
Executive Happy Hour in Midtown
Monthly casual networking event for technology executives to connect with peers in the New York area.
HMG NY CISO Summit
Annual gathering of Chief Information Security Officers and technology leaders to discuss emerging cybersecurity challenges and leadership strategies.
New York CIO Community Executive Summit
One-day local program bringing together top CIOs for peer-driven discussions on shared business challenges and critical priorities.
The SIM Brand
Members-only idea and feedback session aimed at shaping the future direction of SIM NY, followed by networking.
activities · 10 groups

What they do

  • Membership & Sponsorship Development 1 activity
    • Builds and sustains a professional technology leadership network
      Recruits and onboards new members, develops retention strategies, and offers volunteer roles on chapter committees (programs, outreach, marketing, membership, partnerships) to strengthen engagement and organizational capacity.
  • Open Research Infrastructure & Publishing 1 activity
    • Conducts research on leadership and technology innovation
      Conducts interviews with executive leaders for doctoral research and the development of leadership-focused publications, including the book F.O.R.G.E.D., and is authoring two upcoming books on leadership. Also secured National Science Foundation grant funding to develop a machine learning-based biometric security system to reduce fraud.
  • Fundraising for Community and Charitable Initiatives 1 activity
    • Develops sponsorship and vendor partnerships to support chapter funding
      Develops sponsorship opportunities and maintains relationships with vendors to generate funding for chapter activities and outreach programs.
  • Digital Communications and Content Management 1 activity
    • Enhances organizational and member engagement through digital presence and marketing
      Creates content and manages digital marketing campaigns to improve web presence and media engagement, and researches emerging technologies to implement digital solutions that enhance member experience.
  • Community Safety and Conduct Enforcement 1 activity
    • Ensures inclusive and respectful community participation
      Provides a harassment-free environment for all participants, enforces the Chatham House Rule to protect anonymity in discussions, and restricts use of member contact information to official chapter business only.
  • Cybersecurity Skills Development 1 activity
    • Facilitates knowledge exchange and peer learning among senior technology leaders
      Provides a forum for senior IT leaders to share real-world experiences and expertise through structured programs, including a cybersecurity pod and participation in national initiatives such as the Advanced Practices Council and Regional Leadership Forum.
  • Workplace and Affiliate Giving Programs 1 activity
    • Funds outreach initiatives through donations to partner organizations
      Donates all profits generated from membership dues, event ticket sales, and vendor sponsorships to outreach partners such as NPower, Technovation Girls, and Volunteers of America, contributing tens of thousands of dollars to support technology access and workforce development.
  • Professional Networking Events 1 activity
    • Hosts monthly networking and educational events for technology leaders
      Organizes and hosts monthly in-person and virtual events featuring prominent speakers and peer discussions on current information technology topics, serving over 200 members and guests. Activities include event planning, speaker curation, and logistics coordination.
  • Workforce Readiness Training 1 activity
    • Provides leadership development and professional support programs
      Offers career transition support, including a three-session career boot camp and a weekly Members in Transition (MIT) call, alongside peer-led workshops on stress management and mental resilience. Also facilitates members-only feedback and idea sessions to strengthen professional growth and peer connections.
  • Hands-On STEM Education Programs 1 activity
    • Supports STEM education and next-generation technology professionals through outreach
      Operates an award-winning outreach program that includes volunteer opportunities, mentoring, and partnerships with academic institutions to promote STEM initiatives, influence curriculum development, and empower emerging technology professionals.
financials · form 990EZ · fy2025
revenue
Total revenue$141K
Contributions & grants$50%
Program service revenue$120K85%
Investment income$2K1%
Other revenue—
expenses
Total expenses$144K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out$8K
balance sheet
Total assets$259K
Cash—
Investments—
Liabilities—
Net assets$246K
5 years on record · 2021–2025 · YoY revenue -13.3%
leadership · form 990 part vii · fy2025

Who runs it

board members · 21
  • Bernadette Rotolo — Director, Partnerships
  • Carlos Fernandez — Director, New Membership & DEI
  • Dan Gorecki — Director, National
  • Davin Darnt — Director, Membership Engagement
  • Donald Joshua — Director, Academic Affairs
  • Donna Kladis — Director, Marketing
  • Erik Tomasi — Trustee
  • Hsing Hsing Li — Director, Membership Engagement
  • Jagan Srinivasan — Director, Technology
  • John Napoli — Director, New Membership & DEI
  • Judy Arteche-Carr — Trustee
  • Lauren Saenz — Director, Events
  • Muhammad Ahmad — Director, Outreach
  • Pat O'Connell — Director, Academic Affairs
  • Patricia Wasterlain — Director, Partnerships
  • Ricardo De La Cruz — Director, Outreach
  • Rise Jacobs — Trustee
  • Rob Galvin — Director, Programs
  • Robert Field — Director, Programs
  • Stuart Haas — Director, National
  • Sunil Notani — Trustee
relationships · 29

Who they work with

  • AWS Partner — Sponsored, along with Fortinet and OpsGuru, a networking reception hosted by SIM at AWS Summit NYC.
  • Advanced Practices Council Network — Participates in and promotes national programs offered by the Advanced Practices Council.
  • Advanced Practices Council Network — Provides access to Advanced Practices Council, an exclusive research and networking program for senior technology executives
  • Arthur Langer Partner — Mentor during data design certificate program at Columbia University and influential in developing teaching and communication practices.
  • Columbia University Partner — Studied data design and analysis at Columbia University under mentors Arthur Langer and Peter Koletzke.
  • Eastman School of Music Partner — Attended Eastman School of Music where early mentorship influenced leadership philosophy.
  • Evanta Partner — Collaborated on hosting the New York CIO Community Executive Summit, a peer-driven program for CIOs.
  • Fortinet Partner — Sponsored, along with OpsGuru and AWS, a networking reception hosted by SIM at AWS Summit NYC.
  • Genysis Works Partner — National alliance partner supporting mentorship and leadership development for next-generation technology leaders.
  • HMG Strategy Partner — Co-hosted the New York CISO & Technology Leadership Summit and other executive summits with SIM.
  • ISACA Partner — Cosponsored a fireside chat event with SIM New York featuring Lt Gen (Ret.) Mary O’Brien on cyber leadership.
  • NPower Partner — National alliance partner supporting mentorship and leadership development for next-generation technology leaders.
  • NPower Partner — Outreach partner receiving financial donations and volunteer support.
  • NPower Partner — Partnered with SIM to collect donations of gently used business attire at an event to support NPower's mission of launching tech careers.
  • OpsGuru Partner — Sponsored, along with Fortinet and AWS, a networking reception hosted by SIM at AWS Summit NYC.
  • Peter Koletzke Partner — Mentor during data design certificate program at Columbia University and influential in developing public speaking and teaching skills.
  • Regional Leadership Forum Network — Promotes and participates in the Regional Leadership Forum as part of the national SIM network.
  • SIM (Society for Information Management) Network — Member of SIM, invited by Marcos Lindley and Sunil Notani, and actively participates in chapter events and community.
  • SIM Connect Network — Recruits members to participate in SIM Connect, a national networking and development program.
  • SIM Foundation Network — Provides access to SIM Foundation programs; SIM Foundation is the 501(c)(3) philanthropic arm supporting STEM education
  • SIM NY Network — Hosts and participates in events and knowledge-sharing forums for senior technology leaders.
  • SIM NY Metro Network — Engages with SIM NY Metro through events, webinars, and speaker sessions to build networks and learn from peer IT leaders.
  • SIM NY Metro Network — Member of SIM NY Metro, participating in events, networking, and collaborative discussions on cybersecurity and technology leadership.
  • SIM NY Metro Network — Member of a community of technology leaders focused on impact, innovation, and mentorship
  • SIM New York Network — Official chapter of the Society for Information Management operating in New York.
  • SIM Women Network — Connects to national SIM Women initiative promoting communication, mentorship, and career development for women in technology
  • Technovation Partner — National alliance partner supporting mentorship and leadership development for next-generation technology leaders.
  • Technovation Girls Partner — Outreach partner receiving financial donations and volunteer support.
  • Volunteers of America Partner — Outreach partner receiving financial donations.
strategies · 5

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Community-Driven Collaboration with Business Alignment
    methodology: business-aligned_risk_communication
    By facilitating trusted community dialogue and aligning technical functions like security and IT with business objectives, the organization enables strategic collaboration on complex challenges, because integrating technology into business outcomes fosters shared ownership and faster, more adaptive decision-making.
  • Experiential and Relationship-Based Engagement
    methodology: experiential_learning
    By prioritizing authentic relationships and experiential learning over transactional interactions, the organization drives adoption and understanding of emerging technologies, because immersive, human-centered experiences produce deeper engagement and behavioral change than technical training alone.
  • Leadership Development through Participation and Mentorship
    methodology: leadership_development_through_participation
    By engaging members in leading committees and mentoring future talent, the organization builds leadership capacity, because active participation and cross-generational support create ownership, accountability, and sustained professional growth.
  • Peer-Led Learning and Knowledge Sharing
    methodology: peer_learning_network
    By fostering peer learning networks and peer-led workshops, the organization strengthens collective capability and enhances engagement, because shared experience and mutual vulnerability create more effective and resilient learning environments than top-down instruction.
  • Professional Family Model for Lifelong Leadership Development
    methodology: lifelong_leadership_development
    By creating a "professional family" environment through sustained peer relationships and intergenerational mentorship, the organization enables lifelong leadership development and career resilience, because durable, affiliation-independent support networks foster mutual growth and accountability.