Civic Intelligence

Project Management Institute California Inland Empire Chapter

990EZ • Fiscal year 2019 • EIN 03-0475601

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 19, 2020

Organization ProfilePMICIE.ORG
5225 Canyon Crest Dr Ste 71-312Riverside, CA 92507-6301

(909) 721-6815

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

62nd percentile

7.4%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

4.2%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$69,522

Up $2,828 (+4.2%) from 2018

Net Assets

Up

$69,522

Up $2,828 (+4.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin62nd percentile

Revenue

Down

$38,360

Down $12,867 (-25%) from 2018

Expenses

Down

$35,532

Down $15,007 (-30%) from 2018

Net Income

Up

$2,828

Up $2,140 (+311%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2010: $10,176Liabilities 2010: $02010Assets 2011: $4,976Liabilities 2011: $02011Assets 2012: $6,660Liabilities 2012: $0Net Assets 2012: $6,6602012Assets 2013: $35,238Liabilities 2013: $0Net Assets 2013: $35,2382013Assets 2014: $39,386Liabilities 2014: $0Net Assets 2014: $39,3862014Assets 2015: $57,011Liabilities 2015: $02015Assets 2016: $47,264Liabilities 2016: $02016Assets 2017: $66,006Liabilities 2017: $0Net Assets 2017: $66,0062017Assets 2018: $66,694Liabilities 2018: $0Net Assets 2018: $66,6942018Assets 2019: $69,522Liabilities 2019: $0Net Assets 2019: $69,5222019Assets 2020: $75,804Liabilities 2020: $0Net Assets 2020: $75,8042020Assets 2021: $83,019Liabilities 2021: $99Net Assets 2021: $82,9202021Assets 2022: $81,844Liabilities 2022: $0Net Assets 2022: $81,8442022Assets 2023: $80,319Liabilities 2023: $0Net Assets 2023: $80,3192023Assets 2024: $92,601Net Assets 2024: $92,6012024

Highlighted filing

2019

Assets$69,522
Liabilities$0
Net Assets$69,522
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: -$7,338Expenses 2010: $0Net Income 2010: -$7,3382010Revenue 2011: -$5,199Expenses 2011: $0Net Income 2011: -$5,1992011Revenue 2012: $71,940Expenses 2012: $70,256Net Income 2012: $1,6842012Revenue 2013: $118,017Expenses 2013: $89,439Net Income 2013: $28,5782013Revenue 2014: $63,169Expenses 2014: $59,022Net Income 2014: $4,1472014Revenue 2015: $78,263Expenses 2015: $60,638Net Income 2015: $17,6252015Revenue 2016: $54,289Expenses 2016: $64,036Net Income 2016: -$9,7472016Revenue 2017: $92,358Expenses 2017: $73,616Net Income 2017: $18,7422017Revenue 2018: $51,227Expenses 2018: $50,539Net Income 2018: $6882018Revenue 2019: $38,360Expenses 2019: $35,532Net Income 2019: $2,8282019Revenue 2020: $27,793Expenses 2020: $21,511Net Income 2020: $6,2822020Revenue 2021: $14,277Expenses 2021: $7,161Net Income 2021: $7,1162021Revenue 2022: $17,538Expenses 2022: $17,526Net Income 2022: $122022Revenue 2023: $23,248Expenses 2023: $23,437Net Income 2023: -$1892023Revenue 2024: $31,794Expenses 2024: $19,512Net Income 2024: $12,2822024

Highlighted filing

2019

Revenue$38,360
Expenses$35,532
Net Income$2,828
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 19, 2020
Return Version
2019v5.0
Gross Receipts
$38,360
Mission and Program Overview

Mission

Advance the profession of project management

Program Services

DescriptionGrantsExpenses
PROVIDE PROFESSIONAL EDUCATION FOR PROJECT MANAGERS-$18,398
PROVIDE NETWORKING EVENTS-$7,337
PROVIDE RESOURCES FOR CHANGES IN THE PROFESSION OF PROJECT MANAGEMENT-$6,050
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL PARRISPresidentPT$0--
TAMMO WILKENSVP Finance-$0--
DAVE CLINEVP Membershi-$0--
STACEY WONGVP Programs-$0--
JAMES RECKONVP Of Progra-$0--
JENNIFER NIPPERDirector Of-$0--
JACKIE COULTERDirector Of-$0--
KIM KRITCHFIELDDinner Meeti-$0--
ELLEN LAZSLODinner Meeti-$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
03-0475601
Phone
9097216815
Address
5225 CANYON CREST DR STE 71-312, RIVERSIDE, CA 92507-6301

Signing Officer

Name
Tammo Wilkens
Title
VP Finance
Phone
9097216815
Signed
2020-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Troy K Smith CPA
Address
324 N SAN DIMAS AVE, SAN DIMAS, CA 91773-2601
Preparer
Troy K Smith
Phone
9093051762
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses travel 450 board member conf attendance 846 lim conference 5,563 networking events 7,337 pmp preparation work shop 3,879 csm training expense 7,405 merchant cc fees 1,761 professional fees 25 supplies 473 telephone expense 212 website hosting 2,945 web conferences 255 online document storage 1,111 office equipment 612 pres discretionary fund 182 tax 10 board meeting 1,284 total 34,350”

Form 990-ez, Part II, Line 24

“Office equipment 1,336 1,336 total 1,336 1,336”

Raw XML Appendix135 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TAMMO WILKENS
IRS990EZ/BooksInCareOfDetail/PhoneNum04805430026
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05225 CANYON CREST DRIVE STE 71-312
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RIVERSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0925076301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065358
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068186
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02828
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0835
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066694
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069522
IRS990EZ/GrossReceiptsAmt038360
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017043
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066694
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069522
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066694
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069522
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL PARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAMMO WILKENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVE CLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACEY WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES RECKON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER NIPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACKIE COULTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIM KRITCHFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ELLEN LAZSLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF PROGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR OF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR OF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DINNER MEETI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DINNER MEETI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01336
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01336
IRS990EZ/OtherExpensesTotalAmt034350
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCE THE PROFESSION OF PROJECT MANAGEMENT
IRS990EZ/PrintingPublicationsPostageAmt0347
IRS990EZ/ProgramServiceRevenueAmt021306
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE NETWORKING EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE PROFESSIONAL EDUCATION FOR PROJECT MANAGERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE RESOURCES FOR CHANGES IN THE PROFESSION OF PROJECT MANAGEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07337
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118398
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26050
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035532
IRS990EZ/TotalProgramServiceExpensesAmt031785
IRS990EZ/TotalRevenueAmt038360
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PMICIE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 450 BOARD MEMBER CONF ATTENDANCE 846 LIM CONFERENCE 5,563 NETWORKING EVENTS 7,337 PMP PREPARATION WORK SHOP 3,879 CSM TRAINING EXPENSE 7,405 MERCHANT CC FEES 1,761 PROFESSIONAL FEES 25 SUPPLIES 473 TELEPHONE EXPENSE 212 WEBSITE HOSTING 2,945 WEB CONFERENCES 255 ONLINE DOCUMENT STORAGE 1,111 OFFICE EQUIPMENT 612 PRES DISCRETIONARY FUND 182 TAX 10 BOARD MEETING 1,284 TOTAL 34,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE EQUIPMENT 1,336 1,336 TOTAL 1,336 1,336
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMO WILKENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09097216815
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA INLAND EMPIRE CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0030475601
ReturnHeader/Filer/PhoneNum09097216815
ReturnHeader/Filer/USAddress/AddressLine1Txt05225 CANYON CREST DR STE 71-312
ReturnHeader/Filer/USAddress/CityNm0RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0925076301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId093CF4CC4113FDB86B1149AA997667F452E63103D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId093CF4CC4113FDB86B1149AA997667F452E63103D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.154.161.16
ReturnHeader/FilingSecurityInformation/IPDt02020-03-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:52:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954684087
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROY K SMITH CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0324 N SAN DIMAS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIMAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917732601
ReturnHeader/PreparerPersonGrp/PhoneNum09093051762
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY K SMITH
ReturnHeader/ReturnTs02020-03-24T12:52:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,522
Liabilities
$0
Net assets
$69,522
Revenue
$38,360
Expenses
$35,532
Net income
$2,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.32$0.20$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.23$0.23$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.18$0.18$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.14$0.07$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.28$0.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.38$0.36$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.51$0.51$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.92$0.74$0.19
2016Summary only. Only limited summary data is available for this year.$0.47$0.00$0.54$0.64$0.10
2015Summary only. Only limited summary data is available for this year.$0.57$0.00$0.78$0.61$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.63$0.59$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.18$0.89$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.72$0.70$0.02
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.00$0.05
2010Summary only. Only limited summary data is available for this year.$0.10$0.00$0.07$0.00$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)6 • <$500k nonprofits