Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
37th percentile
Faster revenue growth than 37% of similar nonprofits.
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.
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
Most recent year
2023 • Form 990EZSummary only. Only limited summary data is available for this year.
The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.
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.
| Description | Grants | Expenses |
|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEREMY MCDOUGALL | President | - | $0 | - | - |
| BARBARA GLASSER | Past Chapter President | - | $0 | - | - |
| GABRIELLE SHOEMAKER | VP Of Marketing | - | $0 | - | - |
| UMAR KHAN | VP Of Administration | - | $0 | - | - |
| JAMES WARFIELD | VP Of Finance | - | $0 | - | - |
| AYDIN TABRIZI | VP Of Membership | - | $0 | - | - |
| ALEXANDRIA CHARDAVOINE | VP Of Strategic Initiatives | - | $0 | - | - |
| VIDYA NARAYAN | VP Of Professional Develop | - | $0 | - | - |
| KATHERINE PUTNAM | VP Of Events | - | $0 | - | - |
| SHAFER GASTON | 2nd VP Of Finance | - | $0 | - | - |
| SHAWN GARBER | Board Secretary | - | $0 | - | - |
“Description: interest income. Amount: 7.”
“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.”
“Description: credit card payable. Beg. Of year amount: 300. End of year amount: 325.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 23981 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JAMES WARFIELD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5186979319 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 11132 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LOUDONVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 12211 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 178178 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 197009 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 18806 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 595 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 178178 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 197009 |
| IRS990EZ/GrossReceiptsAmt | 0 | 52582 |
| IRS990EZ/GroupExemptionNum | 0 | 3735 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 19060 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 177878 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 196684 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 177878 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 196684 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JEREMY MCDOUGALL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BARBARA GLASSER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | GABRIELLE SHOEMAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | UMAR KHAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JAMES WARFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | AYDIN TABRIZI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ALEXANDRIA CHARDAVOINE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | VIDYA NARAYAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | KATHERINE PUTNAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | SHAFER GASTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | SHAWN GARBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PAST CHAPTER PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VP OF MARKETING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP OF ADMINISTRATION |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP OF FINANCE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VP OF MEMBERSHIP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VP OF STRATEGIC INITIATIVES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VP OF PROFESSIONAL DEVELOP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | VP OF EVENTS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | 2ND VP OF FINANCE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | BOARD SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 9200 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 33515 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CHAPTER MEETINGS WERE HELD MONTHLY FOR THEIR MEMBERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | ANNUAL PROFESSIONAL DEVELOPMENT DAY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | PARTNERED WITH THE DELAWARE CHATPER TO PROVIDE PMP, CAPM & FOUNDATIONS IN PM COURSES TO THEIR MEMBERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 300 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 325 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 33776 |
| IRS990EZ/TotalRevenueAmt | 0 | 52582 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://PMIUNY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 7. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 300. END OF YEAR AMOUNT: 325. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES WARFIELD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VP OF FINANCE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5186979319 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-06-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PMI UPSTATE NEW YORK CHAPTER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UPST |
| ReturnHeader/Filer/EIN | 0 | 141829494 |
| ReturnHeader/Filer/PhoneNum | 0 | 5186979319 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 11132 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LOUDONVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 12211 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 200389490 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GROGAN & STUFFLEBEAM CPAS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 12 AVIS DRIVE - SUITE 18 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LATHAM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 12110 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5187855050 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-06-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RICHARD A STUFFLEBEAM |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-08-14T13:13:37-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JAMES |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | WARFIELD |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
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