Civic Intelligence

Project Management Institute California Inland Empire Chapter

990EZ • Fiscal year 2021 • EIN 03-0475601

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 22, 2022

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

46th percentile

0.00x

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.01x

Higher debt load relative to revenue than 50% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

9.5%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-49%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$83,019

Up $7,215 (+9.5%) from 2020

Net Assets

Up

$82,920

Up $7,116 (+9.4%) from 2020

Liabilities

Up

$99

Up $99 from 2020

Revenue

Down

$14,277

Down $13,516 (-49%) from 2020

Expenses

Down

$7,161

Down $14,350 (-67%) from 2020

Net Income

Up

$7,116

Up $834 (+13%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$83,019
Liabilities$99
Net Assets$82,920

Operations Trend

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

2021

Revenue$14,277
Expenses$7,161
Net Income$7,116
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 22, 2022
Return Version
2021v4.0
Gross Receipts
$14,277
Mission and Program Overview

Mission

Advance the profession of project management

Program Services

DescriptionGrantsExpenses
PROVIDE RESOURCES FOR CHANGES IN THE PROFESSION OF PROJECT MANAGEMENT-$4,564
PROVIDE PROFESSIONAL EDUCATION FOR PROJECT MANAGERS-$200
PROVIDE NETWORKING EVENTS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMMO WILKENSVP Professio-$0--
JENNIFER NIPPERVP Of Market-$0--
BILL PARRISPresidentPT$0--
BILL MORGANVP Of Operat-$0--
JAMES RECKONVP Of Comms-$0--
JACKIE COULTERVP Of Financ-$0--
CHRIS HAREVP Programs-$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
Jackie Coulter
Title
VP of Finance
Phone
9097216815
Signed
2022-03-22
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 marketing 200 merchant cc fees 718 telephone expense 184 postage & shipping 638 website hosting 3,462 online document storage 918 board meeting 176 total 6,296

Form 990-ez, Part II, Line 24

Office equipment 1,336 1,336 other 0 2 total 1,336 1,338

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 99

Raw XML Appendix123 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/PersonNm0JACKIE COULTER
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/BOYAmt074468
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081681
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07116
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0865
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075804
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083019
IRS990EZ/GrossReceiptsAmt014277
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012255
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075804
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082920
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075804
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082920
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.77
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.97
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.93
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.48
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAMMO WILKENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER NIPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL PARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES RECKON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACKIE COULTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS HARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP PROFESSIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF MARKET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF OPERAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF FINANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP PROGRAMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01336
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01338
IRS990EZ/OtherExpensesTotalAmt06296
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCE THE PROFESSION OF PROJECT MANAGEMENT
IRS990EZ/ProgramServiceRevenueAmt02006
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/ProgramServiceExpensesAmt0200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14564
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt099
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07161
IRS990EZ/TotalProgramServiceExpensesAmt04764
IRS990EZ/TotalRevenueAmt014277
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PMICIE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 200 MERCHANT CC FEES 718 TELEPHONE EXPENSE 184 POSTAGE & SHIPPING 638 WEBSITE HOSTING 3,462 ONLINE DOCUMENT STORAGE 918 BOARD MEETING 176 TOTAL 6,296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE EQUIPMENT 1,336 1,336 OTHER 0 2 TOTAL 1,336 1,338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 99
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKIE COULTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09097216815
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-22
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/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/PreparationDt02022-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY K SMITH
ReturnHeader/ReturnTs02022-04-06T11:59:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACKIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COULTER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2021Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2021 filings • 501(c)6 • <$500k nonprofits