Civic Intelligence

Project Management Institute Rochester Chapter

990EZ • Fiscal year 2014 • EIN 16-1349573

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 27, 2015

Organization ProfileN/A
510 Clinton Square 5th FloorRochester, NY 14604

(585) 338-5198

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

48th percentile

0.00x

Higher debt load relative to revenue than 48% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

26%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

18%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$187,133

Up $28,014 (+18%) from 2013

Net Assets

Up

$187,029

Up $27,910 (+18%) from 2013

Liabilities

$104

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin88th percentile

Revenue

Up

$115,918

Up $18,970 (+20%) from 2013

Expenses

Down

$86,200

Down $5,956 (-6.5%) from 2013

Net Income

Up

$29,718

Up $24,926 (+520%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$300K$200K$100K$0Assets 2011: $137,992Liabilities 2011: $02011Assets 2012: $154,327Liabilities 2012: $02012Assets 2013: $159,119Net Assets 2013: $159,1192013Assets 2014: $187,133Liabilities 2014: $104Net Assets 2014: $187,0292014Assets 2015: $160,925Liabilities 2015: $3,723Net Assets 2015: $157,2022015Assets 2016: $190,356Liabilities 2016: $5,492Net Assets 2016: $184,8642016Assets 2017: $211,422Liabilities 2017: $156Net Assets 2017: $211,2662017Assets 2018: $207,371Liabilities 2018: $1,091Net Assets 2018: $206,2802018Assets 2019: $233,790Liabilities 2019: $303Net Assets 2019: $233,4872019Assets 2020: $177,704Liabilities 2020: $1,022Net Assets 2020: $176,6822020Assets 2021: $187,341Liabilities 2021: $0Net Assets 2021: $187,3412021Assets 2022: $157,395Liabilities 2022: $441Net Assets 2022: $156,9542022Assets 2023: $178,251Liabilities 2023: $1,184Net Assets 2023: $177,0672023Assets 2024: $150,920Liabilities 2024: $1,610Net Assets 2024: $149,3102024Assets 2025: $148,209Liabilities 2025: $2,508Net Assets 2025: $145,7012025

Highlighted filing

2014

Assets$187,133
Liabilities$104
Net Assets$187,029
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $80,859Expenses 2011: $62,499Net Income 2011: $18,3602011Revenue 2012: $87,598Expenses 2012: $71,263Net Income 2012: $16,3352012Revenue 2013: $96,948Expenses 2013: $92,156Net Income 2013: $4,7922013Revenue 2014: $115,918Expenses 2014: $86,200Net Income 2014: $29,7182014Revenue 2015: $97,186Expenses 2015: $127,013Net Income 2015: -$29,8272015Revenue 2016: $151,369Expenses 2016: $123,707Net Income 2016: $27,6622016Revenue 2017: $223,942Expenses 2017: $200,599Net Income 2017: $23,3432017Revenue 2018: $202,810Expenses 2018: $207,796Net Income 2018: -$4,9862018Revenue 2019: $223,073Expenses 2019: $195,866Net Income 2019: $27,2072019Revenue 2020: $58,404Expenses 2020: $71,818Net Income 2020: -$13,4142020Revenue 2021: $30,219Expenses 2021: $30,553Net Income 2021: -$3342021Revenue 2022: $83,221Expenses 2022: $99,931Net Income 2022: -$16,7102022Revenue 2023: $57,670Expenses 2023: $49,500Net Income 2023: $8,1702023Revenue 2024: $82,244Expenses 2024: $119,079Net Income 2024: -$36,8352024Revenue 2025: $56,080Expenses 2025: $72,265Net Income 2025: -$16,1852025

Highlighted filing

2014

Revenue$115,918
Expenses$86,200
Net Income$29,718
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 27, 2015
Return Version
2014v5.0
Gross Receipts
$115,918
Mission and Program Overview

Mission

To promote business interest of persons engaged in the business of project management. Provides a forum for an exchange of ideas.

To promote business interests of persons engaged in the business of Project Mgt. Provides a forum for exchange of ideas

Program Services

DescriptionGrantsExpenses
TO IMPROVE PROJECT AND PROGRAM PERFORMANCE FOR INDIVIDUALS, COMPANIES AND ORGANIZATIONS IN THE GREATER ROCHESTER NEW YORK REGION--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN GREGORYPresident-$0--
LAURENCE HEININGER PEExec. VP-$0--
JOYCE ELLISVP Of Membership-$0--
JASON BECKERVP Of Finance-$0--
LORI GACIOCHVP Governance-$0--
MICHELLE VENEZIAVP Marketing & Comm-$0--
DINA ELIZABETH MAXWELLVP Ithaca Branch-$0--
MARILYN BOHRERVP Pdd-$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
16-1349573
Phone
5853385198
Address
510 Clinton Square 5th Floor, Rochester, NY 14604

Signing Officer

Name
Jason Becker
Title
VP Finance
Phone
5853385198
Signed
2015-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Cointot Crouse Llp
Address
1000 PITTSFORD VICTOR RD, PITTSFORD, NY 14534-3822
Preparer
David K Mcdonald CPA
Phone
5853870330
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Other income 546. Unrealized gains on investments 805.”

Form 990EZ, Part I, Line 16

“Officer expenses 33529. Ithaca branch 319. Chapter meetings 7821. Office supplies 514. Professional development 24814. Speaker fees 12000. Bank fees and finance 1153. Board meetings 134. Region 4 conference 1179.”

Form 990EZ, Part I, Line 20

“Prior year balance sheet error -1808.”

Form 990EZ, Part II, Line 24

“Accounts receivable 750. 1000.”

Form 990EZ, Part II, Line 26

“Credit card payable 0. 104.”

Raw XML Appendix131 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/BenefitsPaidToOrForMembersAmt01193
IRS990EZ/BooksInCareOfDetail/PersonNm0JASON BECKER
IRS990EZ/BooksInCareOfDetail/PhoneNum05857031266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Whalen Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Penfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014526
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0158369
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0186133
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt029718
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0159119
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0187133
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt01642
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0115918
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01737
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027645
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0159119
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0187029
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0159119
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0187029
IRS990EZ/OccupancyRentUtltsAndMaintAmt03213
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURENCE HEININGER PE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOYCE ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORI GACIOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE VENEZIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DINA ELIZABETH MAXWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARILYN BOHRER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec. VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Governance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Marketing & Comm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Ithaca Branch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP PDD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0750
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherChangesInNetAssetsAmt0-1808
IRS990EZ/OtherExpensesTotalAmt081463
IRS990EZ/OtherRevenueTotalAmt01351
IRS990EZ/PrimaryExemptPurposeTxt0To promote business interests of persons engaged in the business of Project Mgt. Provides a forum for exchange of ideas
IRS990EZ/PrintingPublicationsPostageAmt0331
IRS990EZ/ProgramServiceRevenueAmt083543
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO IMPROVE PROJECT AND PROGRAM PERFORMANCE FOR INDIVIDUALS, COMPANIES AND ORGANIZATIONS IN THE GREATER ROCHESTER NEW YORK REGION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt01642
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0104
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086200
IRS990EZ/TotalRevenueAmt0115918
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 546. UNREALIZED GAINS ON INVESTMENTS 805.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICER EXPENSES 33529. ITHACA BRANCH 319. CHAPTER MEETINGS 7821. OFFICE SUPPLIES 514. PROFESSIONAL DEVELOPMENT 24814. SPEAKER FEES 12000. BANK FEES AND FINANCE 1153. BOARD MEETINGS 134. REGION 4 CONFERENCE 1179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR BALANCE SHEET ERROR -1808.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 750. 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREDIT CARD PAYABLE 0. 104.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum05853385198
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-27
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ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0161349573
ReturnHeader/Filer/PhoneNum05853385198
ReturnHeader/Filer/USAddress/AddressLine1Txt0510 Clinton Square 5th Floor
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014604
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 PITTSFORD VICTOR RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
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ReturnHeader/PreparerPersonGrp/PhoneNum05853870330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID K MCDONALD CPA
ReturnHeader/ReturnTs02015-04-04T17:23:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,133
Liabilities
$104
Net assets
$187,029
Revenue
$115,918
Expenses
$86,200
Net income
$29,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.03$1.46$0.56$0.72$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.02$1.49$0.82$1.19$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.01$1.77$0.58$0.50$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.83$1.00$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.30$0.31$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.01$1.77$0.58$0.72$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.33$2.23$1.96$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.01$2.06$2.03$2.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$2.24$2.01$0.23
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.05$1.85$1.51$1.24$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.04$1.57$0.97$1.27$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.16$0.86$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.59$1.59$0.97$0.92$0.05
2012Summary only. Only limited summary data is available for this year.$1.54$0.00$0.88$0.71$0.16
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.81$0.62$0.18