Civic Intelligence

Pmi Upstate New York Chapter

EIN 14-1829494 • 501(c)6 • Loudonville, NY

Profile

The pmi upstate new york chapter will provide a forum to promote the principles of the pmi through networking with other project managers, sharing project experiences, providing and receiving training, and supporting project management leaders in their certification efforts.

PO Box 11132Loudonville, NY 12211

pmiuny.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.00x

Higher debt load relative to assets than 51% of similar nonprofits.

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

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

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

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

61st percentile

4.5%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$205,969

Up $8,960 (+4.5%) from 2022

Liabilities

Flat

$325

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue56th percentileNet Margin74th percentile

Revenue

Up

$62,622

Up $10,040 (+19%) from 2022

Expenses

Up

$53,662

Up $19,886 (+59%) from 2022

Net Income

Down

$8,960

Down $9,846 (-52%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $79,334Liabilities 2011: $02011Assets 2012: $101,610Liabilities 2012: $02012Assets 2013: $88,726Liabilities 2013: $02013Assets 2014: $99,996Liabilities 2014: $02014Assets 2015: $113,280Liabilities 2015: $02015Assets 2016: $123,869Liabilities 2016: $02016Assets 2017: $128,426Liabilities 2017: $02017Assets 2018: $138,704Liabilities 2018: $02018Assets 2019: $130,734Liabilities 2019: $0Net Assets 2019: $130,7342019Assets 2020: $153,345Liabilities 2020: $0Net Assets 2020: $153,3452020Assets 2021: $178,178Liabilities 2021: $300Net Assets 2021: $177,8782021Assets 2022: $197,009Liabilities 2022: $325Net Assets 2022: $196,6842022Assets 2023: $205,969Liabilities 2023: $3252023

Highlighted filing

2023

Assets$205,969
Liabilities$325
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $118,745Expenses 2011: $108,703Net Income 2011: $10,0422011Revenue 2012: $94,610Expenses 2012: $72,334Net Income 2012: $22,2762012Revenue 2013: $85,275Expenses 2013: $98,159Net Income 2013: -$12,8842013Revenue 2014: $85,762Expenses 2014: $74,492Net Income 2014: $11,2702014Revenue 2015: $93,489Expenses 2015: $80,205Net Income 2015: $13,2842015Revenue 2016: $115,699Expenses 2016: $105,110Net Income 2016: $10,5892016Revenue 2017: $113,772Expenses 2017: $99,156Net Income 2017: $14,6162017Revenue 2018: $127,281Expenses 2018: $118,981Net Income 2018: $8,3002018Revenue 2019: $102,604Expenses 2019: $110,574Net Income 2019: -$7,9702019Revenue 2020: $58,067Expenses 2020: $35,456Net Income 2020: $22,6112020Revenue 2021: $53,180Expenses 2021: $28,647Net Income 2021: $24,5332021Revenue 2022: $52,582Expenses 2022: $33,776Net Income 2022: $18,8062022Revenue 2023: $62,622Expenses 2023: $53,662Net Income 2023: $8,9602023

Highlighted filing

2023

Revenue$62,622
Expenses$53,662
Net Income$8,960
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$205,969
Liabilities
$325
Net assets
-
Revenue
$62,622
Expenses
$53,662
Net income
$8,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.06$0.00$0.63$0.54$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.53$0.34$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.53$0.29$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.58$0.35$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$1.03$1.11$0.08
2018Summary only. Only limited summary data is available for this year.$1.39$0.00$1.27$1.19$0.08
2017Summary only. Only limited summary data is available for this year.$1.28$0.00$1.14$0.99$0.15
2016Summary only. Only limited summary data is available for this year.$1.24$0.00$1.16$1.05$0.11
2015Summary only. Only limited summary data is available for this year.$1.13$0.00$0.93$0.80$0.13
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.86$0.74$0.11
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$0.85$0.98$0.13
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$0.95$0.72$0.22
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$1.19$1.09$0.10
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 6, 2023
Return Version
2022v5.0
Gross Receipts
$52,582
Mission and Program Overview

Mission

The pmi upstate new york chapter will provide a forum to promote the principles of the pmi through networking with other project managers, sharing project experiences, providing and receiving training, and supporting project management leaders in their certification efforts.

Program Services

DescriptionGrantsExpenses
CHAPTER MEETINGS WERE HELD MONTHLY FOR THEIR MEMBERS.$0$0
ANNUAL PROFESSIONAL DEVELOPMENT DAY$0$0
PARTNERED WITH THE DELAWARE CHATPER TO PROVIDE PMP, CAPM & FOUNDATIONS IN PM COURSES TO THEIR MEMBERS$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMY MCDOUGALLPresident-$0--
BARBARA GLASSERPast Chapter President-$0--
GABRIELLE SHOEMAKERVP Of Marketing-$0--
UMAR KHANVP Of Administration-$0--
JAMES WARFIELDVP Of Finance-$0--
AYDIN TABRIZIVP Of Membership-$0--
ALEXANDRIA CHARDAVOINEVP Of Strategic Initiatives-$0--
VIDYA NARAYANVP Of Professional Develop-$0--
KATHERINE PUTNAMVP Of Events-$0--
SHAFER GASTON2nd VP Of Finance-$0--
SHAWN GARBERBoard Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Pmi Upstate New York Chapter
EIN
14-1829494
Phone
5186979319
Address
PO BOX 11132, LOUDONVILLE, NY 12211

Signing Officer

Name
James Warfield
Title
VP of Finance
Phone
5186979319
Signed
2023-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Grogan & Stufflebeam Cpas Llp
Address
12 AVIS DRIVE - SUITE 18, LATHAM, NY 12110
Preparer
Richard a Stufflebeam
Phone
5187855050
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 7.”

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

“Description: board and other meeting costs. Amount: 1,749. Description: computer and website costs. Amount: 4,925. Description: office expense. Amount: 1,495. Description: misc fees or bank charges. Amount: 901. Description: donations to charities. Amount: 130. Total to form 990-ez, line 16: 9,200.”

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

“Description: credit card payable. Beg. Of year amount: 300. End of year amount: 325.”

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05186979319
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 11132
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUDONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0178178
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt018806
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0595
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IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0178178
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0197009
IRS990EZ/GrossReceiptsAmt052582
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt019060
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177878
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0196684
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177878
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0196684
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt104.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEREMY MCDOUGALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA GLASSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GABRIELLE SHOEMAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3UMAR KHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES WARFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AYDIN TABRIZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALEXANDRIA CHARDAVOINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VIDYA NARAYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHERINE PUTNAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SHAFER GASTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SHAWN GARBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF STRATEGIC INITIATIVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF PROFESSIONAL DEVELOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OF EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt92ND VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09200
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PMI UPSTATE NEW YORK CHAPTER WILL PROVIDE A FORUM TO PROMOTE THE PRINCIPLES OF THE PMI THROUGH NETWORKING WITH OTHER PROJECT MANAGERS, SHARING PROJECT EXPERIENCES, PROVIDING AND RECEIVING TRAINING, AND SUPPORTING PROJECT MANAGEMENT LEADERS IN THEIR CERTIFICATION EFFORTS.
IRS990EZ/ProgramServiceRevenueAmt033515
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHAPTER MEETINGS WERE HELD MONTHLY FOR THEIR MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ANNUAL PROFESSIONAL DEVELOPMENT DAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARTNERED WITH THE DELAWARE CHATPER TO PROVIDE PMP, CAPM & FOUNDATIONS IN PM COURSES TO THEIR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0300
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0325
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt033776
IRS990EZ/TotalRevenueAmt052582
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://PMIUNY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOARD AND OTHER MEETING COSTS. AMOUNT: 1,749. DESCRIPTION: COMPUTER AND WEBSITE COSTS. AMOUNT: 4,925. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,495. DESCRIPTION: MISC FEES OR BANK CHARGES. AMOUNT: 901. DESCRIPTION: DONATIONS TO CHARITIES. AMOUNT: 130. TOTAL TO FORM 990-EZ, LINE 16: 9,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 300. END OF YEAR AMOUNT: 325.
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 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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WARFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum05186979319
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-06
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ReturnHeader/Filer/BusinessNameControlTxt0UPST
ReturnHeader/Filer/EIN0141829494
ReturnHeader/Filer/PhoneNum05186979319
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ReturnHeader/Filer/USAddress/CityNm0LOUDONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200389490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROGAN & STUFFLEBEAM CPAS LLP
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ReturnHeader/PreparerPersonGrp/PhoneNum05187855050
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A STUFFLEBEAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-14T13:13:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARFIELD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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