Civic Intelligence

Project Management Institute Rochester Chapter

990EZ • Fiscal year 2015 • EIN 16-1349573

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 06, 2016

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

60th percentile

0.02x

Higher debt load relative to assets than 60% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.04x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-31%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$160,925

Down $26,208 (-14%) from 2014

Net Assets

Down

$157,202

Down $29,827 (-16%) from 2014

Liabilities

Up

$3,723

Up $3,619 (+3480%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin8th percentile

Revenue

Down

$97,186

Down $18,732 (-16%) from 2014

Expenses

Up

$127,013

Up $40,813 (+47%) from 2014

Net Income

Down

-$29,827

Down $59,545 (-200%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2015

Assets$160,925
Liabilities$3,723
Net Assets$157,202
Open 2015 Filing

Operations Trend

Revenue Growth20th 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

2015

Revenue$97,186
Expenses$127,013
Net Income-$29,827
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 6, 2016
Return Version
2015v2.1
Gross Receipts
$99,932
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-$127,013
Compensation and Service Providers
Top Officer Pay69th 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--
-Director - Finance-$0--
-V President - Outreach-$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
Peggy Priest
Title
VP - Finance
Phone
5853385198
Signed
2016-03-06
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 6. Unrealized gains on investments 214.”

Form 990EZ, Part I, Line 16

“Advertising/promotonal 32599. Travel 30551. Chapter meetings 17092. Office supplies 3416. Gifts 2215. Speaker fees 17614. Bank fees and finance 219. Board meetings 467. Awards 2308. Computer expense 1718. Paypal fees & donation 835.”

Form 990EZ, Part II, Line 24

“Accounts receivable 1000. 0.”

Form 990EZ, Part II, Line 26

“Credit card payable 104. 3723.”

Raw XML Appendix140 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rochester
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02635
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Peggy Priest
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1Stacy Munechika
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9V President - Outreach
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt0109034
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0127013
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt038014
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0127013
IRS990EZ/TotalProgramServiceExpensesAmt0127013
IRS990EZ/TotalRevenueAmt097186
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 6. UNREALIZED GAINS ON INVESTMENTS 214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING/PROMOTONAL 32599. TRAVEL 30551. CHAPTER MEETINGS 17092. OFFICE SUPPLIES 3416. GIFTS 2215. SPEAKER FEES 17614. BANK FEES AND FINANCE 219. BOARD MEETINGS 467. AWARDS 2308. COMPUTER EXPENSE 1718. PAYPAL FEES & DONATION 835.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 1000. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CREDIT CARD PAYABLE 104. 3723.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
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ReturnHeader/PreparerPersonGrp/PhoneNum05853870330
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID K MCDONALD CPA
ReturnHeader/ReturnTs02016-03-16T15:52:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,925
Liabilities
$3,723
Net assets
$157,202
Revenue
$97,186
Expenses
$127,013
Net income
-$29,827
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