Civic Intelligence

Project Management Institute-Mass Bay Chapter

990EZ • Fiscal year 2021 • EIN 04-3531625

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 28, 2022

465 Waverly Oaks Road 421Waltham, MA 02452

(781) 894-1842

Siviq Scores

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

Liabilities / Assets

71st percentile

0.09x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.55x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

60th percentile

14%

Higher net margin than 60% 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

42nd percentile

2.6%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Up

$495,943

Up $12,787 (+2.6%) from 2020

Net Assets

Up

$449,662

Up $11,788 (+2.7%) from 2020

Liabilities

Up

$46,281

Up $999 (+2.2%) from 2020

Revenue

Down

$84,221

Down $10,803 (-11%) from 2020

Expenses

Up

$72,433

Up $26,324 (+57%) from 2020

Net Income

Down

$11,788

Down $37,127 (-76%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $231,249Liabilities 2011: $17,570Net Assets 2011: $213,6792011Assets 2012: $255,359Liabilities 2012: $18,508Net Assets 2012: $236,8512012Assets 2013: $291,357Liabilities 2013: $35,634Net Assets 2013: $255,7232013Assets 2014: $254,331Liabilities 2014: $6,740Net Assets 2014: $247,5912014Assets 2015: $324,157Liabilities 2015: $14,158Net Assets 2015: $309,9992015Assets 2016: $365,220Liabilities 2016: $16,805Net Assets 2016: $348,4152016Assets 2017: $396,265Liabilities 2017: $24,306Net Assets 2017: $371,9592017Assets 2018: $413,774Liabilities 2018: $36,392Net Assets 2018: $377,3822018Assets 2019: $439,154Liabilities 2019: $50,195Net Assets 2019: $388,9592019Assets 2020: $483,156Liabilities 2020: $45,282Net Assets 2020: $437,8742020Assets 2021: $495,943Liabilities 2021: $46,281Net Assets 2021: $449,6622021Assets 2022: $511,382Liabilities 2022: $49,777Net Assets 2022: $461,6052022Assets 2023: $496,210Liabilities 2023: $48,057Net Assets 2023: $448,1532023Assets 2024: $474,867Liabilities 2024: $49,884Net Assets 2024: $424,9832024

Highlighted filing

2021

Assets$495,943
Liabilities$46,281
Net Assets$449,662

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $224,067Expenses 2011: $222,846Net Income 2011: $1,2212011Revenue 2012: $254,528Expenses 2012: $231,356Net Income 2012: $23,1722012Revenue 2013: $316,382Expenses 2013: $297,510Net Income 2013: $18,8722013Revenue 2014: $204,293Expenses 2014: $212,425Net Income 2014: -$8,1322014Revenue 2015: $190,351Expenses 2015: $127,943Net Income 2015: $62,4082015Revenue 2016: $241,843Expenses 2016: $203,427Net Income 2016: $38,4162016Revenue 2017: $218,248Expenses 2017: $194,704Net Income 2017: $23,5442017Revenue 2018: $160,112Expenses 2018: $154,689Net Income 2018: $5,4232018Revenue 2019: $149,239Expenses 2019: $137,662Net Income 2019: $11,5772019Revenue 2020: $95,024Expenses 2020: $46,109Net Income 2020: $48,9152020Revenue 2021: $84,221Expenses 2021: $72,433Net Income 2021: $11,7882021Revenue 2022: $96,965Expenses 2022: $85,022Net Income 2022: $11,9432022Revenue 2023: $84,868Expenses 2023: $98,320Net Income 2023: -$13,4522023Revenue 2024: $86,004Expenses 2024: $109,174Net Income 2024: -$23,1702024

Highlighted filing

2021

Revenue$84,221
Expenses$72,433
Net Income$11,788
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 28, 2022
Return Version
2021v4.2
Gross Receipts
$84,221
Mission and Program Overview

Mission

The mission of the pmi mass bay chapter is to promote the principles and practices of project management within the greater boston area. The chapter provides quality programs and training based on the needs and interests of our members and the community we serve.

Program Services

DescriptionGrantsExpenses
MEETINGS, TRAINING PROGRAMS, CAREER NIGHT, NE REGIONAL PROJECT SUMMIT.$0$70,722
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
F PHIL CARTAGENA JRPresidentPT$0--
MICHELE AINSWORTHVP Marketing-$0--
CHESTER ANDREW LANGVP Technology-$0--
GREGORY PAULVP Professional Development-$0--
DJ KHANMAMEDOVVP Memberships & Volunteers-$0--
SRINIVASA KARRIVP Business Development-$0--
DEEPTI GARGVP Finance-$0--
Filing and Contact Details

Filer

Filer Name
Project Management Inst Mass
EIN
04-3531625
Phone
7818941842
Address
465 WAVERLY OAKS ROAD 421, WALTHAM, MA 02452

Signing Officer

Name
Deepti Garg
Title
Vice President of Finance
Phone
7818941842
Signed
2022-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Melanson Pc
Address
9 EXECUTIVE PARK DRIVE, MERRIMACK, NH 03054
Preparer
Alyssa Simard CPA
Phone
6038821111
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 233.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office expense. Amount: 12,319. Description: information technology. Amount: 7,551. Description: travel. Amount: 2,692. Description: outsourced expenses. Amount: 30,108. Description: miscellaneous expenses. Amount: 1,910. Description: speaker fees. Amount: 14,121. Description: advertising and promotion. Amount: 2,021. Total to form 990-ez, line 16: 70,722.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 2,685. End of year amount: 2,200.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred revenue. Beg. Of year amount: 32,775. End of year amount: 33,775. Description: accounts payable. Beg. Of year amount: 12,507. End of year amount: 12,506.

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PMI MASS BAY CHAPTER
IRS990EZ/BooksInCareOfDetail/PhoneNum07818941842
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0465 WAVERLY OAKS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALTHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0480471
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0493743
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt011788
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01711
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0483156
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0495943
IRS990EZ/GrossReceiptsAmt084221
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0233
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt063609
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0437874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0449662
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0437874
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0449662
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0F PHIL CARTAGENA JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELE AINSWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHESTER ANDREW LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREGORY PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DJ KHANMAMEDOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SRINIVASA KARRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEEPTI GARG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP TECHNOLOGY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROFESSIONAL DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIPS & VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP BUSINESS DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP FINANCE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02685
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02200
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt070722
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE PMI MASS BAY CHAPTER IS TO PROMOTE THE PRINCIPLES AND PRACTICES OF PROJECT MANAGEMENT WITHIN THE GREATER BOSTON AREA. THE CHAPTER PROVIDES QUALITY PROGRAMS AND TRAINING BASED ON THE NEEDS AND INTERESTS OF OUR MEMBERS AND THE COMMUNITY WE SERVE.
IRS990EZ/ProgramServiceRevenueAmt020379
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS, TRAINING PROGRAMS, CAREER NIGHT, NE REGIONAL PROJECT SUMMIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt070722
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt045282
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt046281
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt072433
IRS990EZ/TotalProgramServiceExpensesAmt070722
IRS990EZ/TotalRevenueAmt084221
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMIMASSBAY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 233.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE EXPENSE. AMOUNT: 12,319. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 7,551. DESCRIPTION: TRAVEL. AMOUNT: 2,692. DESCRIPTION: OUTSOURCED EXPENSES. AMOUNT: 30,108. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 1,910. DESCRIPTION: SPEAKER FEES. AMOUNT: 14,121. DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 2,021. TOTAL TO FORM 990-EZ, LINE 16: 70,722.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,685. END OF YEAR AMOUNT: 2,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 32,775. END OF YEAR AMOUNT: 33,775. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 12,507. END OF YEAR AMOUNT: 12,506.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEEPTI GARG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum07818941842
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INST MASS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BAY CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0043531625
ReturnHeader/Filer/PhoneNum07818941842
ReturnHeader/Filer/USAddress/AddressLine1Txt0465 WAVERLY OAKS ROAD 421
ReturnHeader/Filer/USAddress/CityNm0WALTHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002452
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020354851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELANSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 EXECUTIVE PARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERRIMACK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003054
ReturnHeader/PreparerPersonGrp/PhoneNum06038821111
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALYSSA SIMARD CPA
ReturnHeader/ReturnTs02022-03-28T12:36:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEEPTI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARG
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.$4.75$0.50$4.25$0.86$1.09$0.23
2023Detailed filing. Detailed filing data is available for this year.$4.96$0.48$4.48$0.85$0.98$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.50$4.62$0.97$0.85$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.96$0.46$4.50$0.84$0.72$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.45$4.38$0.95$0.46$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.50$3.89$1.49$1.38$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.36$3.77$1.60$1.55$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.24$3.72$2.18$1.95$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.65$0.17$3.48$2.42$2.03$0.38
2015Detailed filing. Detailed filing data is available for this year.$3.24$0.14$3.10$1.90$1.28$0.62
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.07$2.48$2.04$2.12$0.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.91$0.36$2.56$3.16$2.98$0.19
2012Summary only. Only limited summary data is available for this year.$2.55$0.19$2.37$2.55$2.31$0.23
2011Summary only. Only limited summary data is available for this year.$2.31$0.18$2.14$2.24$2.23$0.01