Civic Intelligence

Project Management Institute California Inland Empire Chapter

990EZ • Fiscal year 2023 • EIN 03-0475601

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 04, 2024

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

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

44th percentile

-0.8%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-1.9%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$80,319

Down $1,525 (-1.9%) from 2022

Net Assets

Down

$80,319

Down $1,525 (-1.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$23,248

Up $5,710 (+33%) from 2022

Expenses

Up

$23,437

Up $5,911 (+34%) from 2022

Net Income

Down

-$189

Down $201 (-1675%) from 2022

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

2023

Assets$80,319
Liabilities$0
Net Assets$80,319

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

2023

Revenue$23,248
Expenses$23,437
Net Income-$189
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 4, 2024
Return Version
2023v5.0
Gross Receipts
$23,248
Mission and Program Overview

Mission

Advance the profession of project management

Program Services

DescriptionGrantsExpenses
PROVIDE PROFESSIONAL EDUCATION FOR PROJECT MANAGERS-$11,213
PROVIDE NETWORKING EVENTS-$3,647
PROVIDE RESOURCES FOR CHANGES IN THE PROFESSION OF PROJECT MANAGEMENT-$2,946
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES RECKONPresidentPT$0--
RAY SERAILEPresident El-$0--
ELISE ELLISVP Of Operat-$0--
INIOBONG UDOTTVP Of FinancPT$0--
JENNIFER NIPPERVP Of Member-$0--
JOSHUA BEHLVP Of Market-$0--
SCOTT WALTERVP Programs-$0--
TAMMO WILKENSVP ProfessioPT$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
Iniobong Udott
Title
VP of Finance
Phone
9097216815
Signed
2024-03-04
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 office expense 229 travel 2,108 board member conf attendance 1,278 networking events 2,847 pmp preparation workshop 7,348 bank fees 320 merchant cc fees 1,261 professional fees 1,030 website hosting 1,338 web conferences 479 online document storage 1,080 pres' discretionary fund 208 computer services 2,025 state fee 25 total 21,576

Form 990-ez, Part I, Line 20

Prior period adjustment -1,335

Form 990-ez, Part II, Line 24

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

Raw XML Appendix129 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/PersonNm0INIOBONG UDOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum09097216815
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05225 CANYON CREST DRIVE STE 71-312
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RIVERSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0925076301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080507
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080319
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-189
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01290
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081843
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080319
IRS990EZ/GrossReceiptsAmt023248
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0438
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017640
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081843
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080319
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081843
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080319
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt018.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt76.00
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/PersonNm0JAMES RECKON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RAY SERAILE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELISE ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3INIOBONG UDOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER NIPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSHUA BEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT WALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TAMMO WILKENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF OPERAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FINANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MARKET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP PROFESSIO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01336
IRS990EZ/OtherChangesInNetAssetsAmt0-1335
IRS990EZ/OtherExpensesTotalAmt021576
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCE THE PROFESSION OF PROJECT MANAGEMENT
IRS990EZ/PrintingPublicationsPostageAmt0571
IRS990EZ/ProgramServiceRevenueAmt05170
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/ProgramServiceExpensesAmt03647
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111213
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22946
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023437
IRS990EZ/TotalProgramServiceExpensesAmt017806
IRS990EZ/TotalRevenueAmt023248
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PMICIE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 229 TRAVEL 2,108 BOARD MEMBER CONF ATTENDANCE 1,278 NETWORKING EVENTS 2,847 PMP PREPARATION WORKSHOP 7,348 BANK FEES 320 MERCHANT CC FEES 1,261 PROFESSIONAL FEES 1,030 WEBSITE HOSTING 1,338 WEB CONFERENCES 479 ONLINE DOCUMENT STORAGE 1,080 PRES' DISCRETIONARY FUND 208 COMPUTER SERVICES 2,025 STATE FEE 25 TOTAL 21,576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT -1,335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EQUIPMENT 1,336 0 OTHER 0 0 TOTAL 1,336 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0INIOBONG UDOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09097216815
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-04
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY K SMITH
ReturnHeader/ReturnTs02024-03-20T16:40:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACKIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COULTER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
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
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. 2023 filings • 501(c)6 • <$500k nonprofits