Civic Intelligence

Project Management Institute-Mass Bay Chapter

990 • Fiscal year 2023 • EIN 04-3531625

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization ProfileWWW.PMIMASSBAY.ORG
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

73rd percentile

0.10x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.57x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

22nd percentile

-16%

Higher net margin than 22% 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

42nd percentile

-3.0%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$496,210

Down $15,172 (-3.0%) from 2022

Net Assets

Down

$448,153

Down $13,452 (-2.9%) from 2022

Liabilities

Down

$48,057

Down $1,720 (-3.5%) from 2022

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin22nd percentile

Revenue

Down

$84,868

Down $12,097 (-12%) from 2022

Expenses

Up

$98,320

Up $13,298 (+16%) from 2022

Net Income

Down

-$13,452

Down $25,395 (-213%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2023

Assets$496,210
Liabilities$48,057
Net Assets$448,153
Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

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

2023

Revenue$84,868
Expenses$98,320
Net Income-$13,452
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$84,868
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.

To promote the principles and practices of project management within the greater boston area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$378,875$379,064▲ $189
Cash and Non-Interest-Bearing Accounts$130,307$112,446▼ $17,861
Accounts Receivable$2,200$4,700▲ $2,500
Total Assets$511,382$496,210▼ $15,172
Liabilities
Deferred Revenue$33,775$33,775→ $0
Accounts Payable and Accrued Expenses$16,002$14,282▼ $1,720
Total Liabilities$49,777$48,057▼ $1,720
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$461,605$448,153▼ $13,452
Total Net Assets Fund Balance$461,605$448,153▼ $13,452
Total Liabilities and Net Assets / Fund Balance$511,382$496,210▼ $15,172
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Felix CartagenaPresident
Deepti GargVice President Finance
William Kim MackiewiczEvp
Vidyaranya MandaVP Business Development
Svetlana LyonsVP Marketing
Sanjay PatelVP Memberships
Gregory PaulVP Operations
Donna GregorioVP Prof Development (from 9/23)
Wai Yin Lewis LauVP Technology
Revenue and Support

Revenue Composition

Contributions and Grants
$3,250
Program Service Revenue
$81,428
Investment Income
$190
Other Revenue
$0
All Other Contributions
$3,250
Change in Net Assets
$-13,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,320
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel---$33,057
Fees for Services Other---$21,456
Conferences and Meetings---$9,505
Information Technology---$4,936
Office Expenses---$3,735
Advertising---$2,177
Other Expenses---$942
Total Functional Expenses$0$0$0$98,320
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members shall be governed by and abide by the pmi bylaws and by the bylaws of the chapter and all policies, procedures, rules and directives lawfully made thereunder, including but not limited to the pmi code of conduct.”

Form 990, Part VI, Section B, Line 11B

“Only the vice president of finance and the president are authorized to review the form 990 before filing.”

Form 990, Part VI, Section B, Line 12C

“Declarations and disclosures of interest are required as a matter of due diligence, to ensure appropriate assurance for the mass bay chapter in matters of conflict of interest, potential conflicts of interest, professional integrity, and to protect pmi, pmi mass bay chapter and participants from reputational risk.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available upon request.”

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
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deepti Garg
Formed
2000
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
42

Preparer

Firm
Marcum Llp
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Douglas Farrington
Phone
6178075000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services 1,500. Outsourced services 19,956.”

Raw XML Appendix318 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EVP
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP MEMBERSHIPS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP PROF DEVELOPMENT (FROM 9/23)
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IRS990/MissionDesc0THE 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS SHALL BE GOVERNED BY AND ABIDE BY THE PMI BYLAWS AND BY THE BYLAWS OF THE CHAPTER AND ALL POLICIES, PROCEDURES, RULES AND DIRECTIVES LAWFULLY MADE THEREUNDER, INCLUDING BUT NOT LIMITED TO THE PMI CODE OF CONDUCT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONLY THE VICE PRESIDENT OF FINANCE AND THE PRESIDENT ARE AUTHORIZED TO REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECLARATIONS AND DISCLOSURES OF INTEREST ARE REQUIRED AS A MATTER OF DUE DILIGENCE, TO ENSURE APPROPRIATE ASSURANCE FOR THE MASS BAY CHAPTER IN MATTERS OF CONFLICT OF INTEREST, POTENTIAL CONFLICTS OF INTEREST, PROFESSIONAL INTEGRITY, AND TO PROTECT PMI, PMI MASS BAY CHAPTER AND PARTICIPANTS FROM REPUTATIONAL RISK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL SERVICES 1,500. OUTSOURCED SERVICES 19,956.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,210
Liabilities
$48,057
Net assets
$448,153
Revenue
$84,868
Expenses
$98,320
Net income
-$13,452
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