Civic Intelligence

Project Management Institute

990EZ • Fiscal year 2019 • EIN 14-1829494

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

Organization ProfilePMIUNY.ORG
PO Box 11132Loudonville, NY 12211

(518) 885-0250

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-5.7%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$130,734

Down $7,970 (-5.7%) from 2018

Net Assets

$130,734

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin26th percentile

Revenue

Down

$102,604

Down $24,677 (-19%) from 2018

Expenses

Down

$110,574

Down $8,407 (-7.1%) from 2018

Net Income

Down

-$7,970

Down $16,270 (-196%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2019

Assets$130,734
Liabilities$0
Net Assets$130,734
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$102,604
Expenses$110,574
Net Income-$7,970
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.1
Gross Receipts
$102,604
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
MONTHLY MEETINGS ARE HELD SEPTEMBER THROUGH MAY. THERE IS A SPEAKER AT EACH MEETING. ATTENDEES HAVE THE OPPORTUNITY TO NETWORK WITH THEIR PEERS IN THE INDUSTRY. DURING THESE MEETINGS IDEAS ARE EXCHANGED, AND MEMBERS ARE INFORMED OF THE LATEST PROJECT MANAGEMENT TOOLS AND TECHNIQUES. THERE ARE CURRENTLY 700+ MEMBERS$0$0
THE CHAPTERS PROVIDES VARIOUS OPPORTUNITIES FOR PROFESSIONAL MANAGEMENT PROFESSIONALS (PMP) TO EARN PROFESSIONAL DEVELOPMENT UNITS (PDU). AN ANNUAL PROFESSIONAL DEVELOPMENT DAY IS HELD WHERE MEMBERS PARTICIPATE IN WORKSHOPS AND CAN EARN 7 PDU. ADDITIONALLY, PMP TEST PREP CLASSES OF APPROXIMATELY 30 PARTICIPANTS EACH ARE HELD TO PREPARE MEMBERS FOR CERTIFICATION TESTS. PDU ARE ALSO AVAILABLE FROM MONTHLY MEETINGS.$0$0
THE BOARD AND VARIOUS COMITTEES HOLD MEETINGS AND ATTEND TRAININGS OR SEMINARS THROUGHOUT THE YEAR TO ASSIST IN PLANNING AND KEEP ABREAST OF CURRENT TOOLS AND TECHNIQUES. THE ANNUAL PLANNING MEETING HELD IN AUGUST 2019 RESULTED IN INDENTIFCATION OF THREE CHAPTER INITIATIVES AND THRE FUNCTIONAL AREA INITIATIVES FOR THE PROGRAM YEAR. PARTICIPANTS TO ANNUAL REGION 4 AND PMI LEADERSHIP INSTITUTE MEETINGS BROUGHT BACK IDEAS USED TO BENEFIT THE CHAPTER AND CONTRIBUTE TO STRATEGIC PLANNING. THE PMI LEADERSHIP INSTIUTE MEETING WAS HELD IN PHILADELPHIA AND AND CELEBRATED PMI'S 50TH ANNIVERSARY AND WAS ATTENDED BY A MAJORITY OF THE BOARD.$0$0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ANDREWPast President/Advisor-$0--
CAROL FITZGERALDPresident-$0--
BARBARA GLASSERVP Of Membershiop-$0--
DEBORAH ATLASVP Of Finance-$0--
JO ANN CLUTEVP Of Events Planning-$0--
GABRIELLE SHOEMAKER2nd VP Of Events Planning-$0--
TOGBA DOEVP Of Administration-$0--
MAY BETH IMBARRATOVP Of Marketing-$0--
JIM WARFIELD2nd VP Of Finance-$0--
NORINE KENNYVP Of Strategic Planning-$0--
CHRISTIE MINSHALLVP Of Professional Development-$0--
CATHERINE BIENFAIT2nd VP Of Administration-$0--
Filing and Contact Details

Filer

Filer Name
Pmi Upstate New York Chapter
EIN
14-1829494
Phone
5188850250
Address
PO BOX 11132, LOUDONVILLE, NY 12211

Signing Officer

Name
Deborah Atlas
Title
Treasurer
Phone
5188850250
Signed
2020-10-27
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: 47.”

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

“Description: board and other meeting costs. Amount: 23,611. Description: computer and website costs. Amount: 4,470. Description: office expense. Amount: 2,459. Description: misc fees or bank charges. Amount: 2,305. Description: donations to charities. Amount: 1,000. Description: sponsorship program costs. Amount: 1,248. Description: special projects costs. Amount: 1,706. Description: program costs. Amount: 793. Total to form 990-ez, line 16: 37,592.”

Raw XML Appendix175 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN ANDREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARBARA GLASSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH ATLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JO ANN CLUTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GABRIELLE SHOEMAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TOGBA DOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MAY BETH IMBARRATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JIM WARFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NORINE KENNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHRISTIE MINSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CATHERINE BIENFAIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT/ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF MEMBERSHIOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF EVENTS PLANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt52ND VP OF EVENTS PLANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt82ND VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP OF STRATEGIC PLANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP OF PROFESSIONAL DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt112ND VP OF ADMINISTRATION
IRS990EZ/OperateHospitalInd00
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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/ProgramServiceRevenueAmt070445
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE CHAPTERS PROVIDES VARIOUS OPPORTUNITIES FOR PROFESSIONAL MANAGEMENT PROFESSIONALS (PMP) TO EARN PROFESSIONAL DEVELOPMENT UNITS (PDU). AN ANNUAL PROFESSIONAL DEVELOPMENT DAY IS HELD WHERE MEMBERS PARTICIPATE IN WORKSHOPS AND CAN EARN 7 PDU. ADDITIONALLY, PMP TEST PREP CLASSES OF APPROXIMATELY 30 PARTICIPANTS EACH ARE HELD TO PREPARE MEMBERS FOR CERTIFICATION TESTS. PDU ARE ALSO AVAILABLE FROM MONTHLY MEETINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE BOARD AND VARIOUS COMITTEES HOLD MEETINGS AND ATTEND TRAININGS OR SEMINARS THROUGHOUT THE YEAR TO ASSIST IN PLANNING AND KEEP ABREAST OF CURRENT TOOLS AND TECHNIQUES. THE ANNUAL PLANNING MEETING HELD IN AUGUST 2019 RESULTED IN INDENTIFCATION OF THREE CHAPTER INITIATIVES AND THRE FUNCTIONAL AREA INITIATIVES FOR THE PROGRAM YEAR. PARTICIPANTS TO ANNUAL REGION 4 AND PMI LEADERSHIP INSTITUTE MEETINGS BROUGHT BACK IDEAS USED TO BENEFIT THE CHAPTER AND CONTRIBUTE TO STRATEGIC PLANNING. THE PMI LEADERSHIP INSTIUTE MEETING WAS HELD IN PHILADELPHIA AND AND CELEBRATED PMI'S 50TH ANNIVERSARY AND WAS ATTENDED BY A MAJORITY OF THE BOARD.
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IRS990EZ/WebsiteAddressTxt0HTTPS://PMIUNY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 47.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOARD AND OTHER MEETING COSTS. AMOUNT: 23,611. DESCRIPTION: COMPUTER AND WEBSITE COSTS. AMOUNT: 4,470. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,459. DESCRIPTION: MISC FEES OR BANK CHARGES. AMOUNT: 2,305. DESCRIPTION: DONATIONS TO CHARITIES. AMOUNT: 1,000. DESCRIPTION: SPONSORSHIP PROGRAM COSTS. AMOUNT: 1,248. DESCRIPTION: SPECIAL PROJECTS COSTS. AMOUNT: 1,706. DESCRIPTION: PROGRAM COSTS. AMOUNT: 793. TOTAL TO FORM 990-EZ, LINE 16: 37,592.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
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ReturnHeader/FilingSecurityInformation/IPTm015:03:15
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROGAN & STUFFLEBEAM CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 AVIS DRIVE - SUITE 18
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012110
ReturnHeader/PreparerPersonGrp/PhoneNum05187855050
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A STUFFLEBEAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-11T08:36:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,734
Liabilities
$0
Net assets
$130,734
Revenue
$102,604
Expenses
$110,574
Net income
-$7,970
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
2019Detailed filing. Detailed filing data is available for this year.$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