Civic Intelligence

Project Management Institute - Orange County

EIN 33-0922165 • 501(c)6 • Irvine, CA

Profile

The advancement of project management as a profession.

PO Box 15743Irvine, CA 92623

www.pmi-oc.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

46th percentile

-0.9%

Higher net margin than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

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 2017

Asset Growth

44th percentile

-3.9%

Faster asset growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

56th percentile

4.4%

Faster revenue growth than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Down

$292,439

Down $1,022 (-0.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$292,439

Down $1,022 (-0.3%) from 2024

Revenue

Down

$111,579

Down $8,662 (-7.2%) from 2024

Expenses

Down

$112,601

Down $37,724 (-25%) from 2024

Net Income

Up

-$1,022

Up $29,062 (+97%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $217,583Liabilities 2013: $4,017Net Assets 2013: $213,5662013Assets 2014: $235,276Liabilities 2014: $5,569Net Assets 2014: $229,7072014Assets 2015: $247,334Liabilities 2015: $6,691Net Assets 2015: $240,6432015Assets 2016: $238,140Liabilities 2016: $2,858Net Assets 2016: $235,2822016Assets 2017: $247,951Liabilities 2017: $4,425Net Assets 2017: $243,5262017Assets 2019: $241,605Net Assets 2019: $241,6052019Assets 2020: $278,064Liabilities 2020: $0Net Assets 2020: $278,0642020Assets 2021: $323,411Liabilities 2021: $0Net Assets 2021: $323,4112021Assets 2022: $329,943Liabilities 2022: $0Net Assets 2022: $329,9432022Assets 2023: $323,545Liabilities 2023: $0Net Assets 2023: $323,5452023Assets 2024: $293,461Liabilities 2024: $0Net Assets 2024: $293,4612024Assets 2025: $292,439Liabilities 2025: $0Net Assets 2025: $292,4392025

Highlighted filing

2025

Assets$292,439
Liabilities$0
Net Assets$292,439

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $182,598Expenses 2013: $207,583Net Income 2013: -$24,9852013Revenue 2014: $190,700Expenses 2014: $174,559Net Income 2014: $16,1412014Revenue 2015: $194,760Expenses 2015: $183,823Net Income 2015: $10,9372015Revenue 2016: $163,860Expenses 2016: $169,221Net Income 2016: -$5,3612016Revenue 2017: $182,160Expenses 2017: $173,916Net Income 2017: $8,2442017Revenue 2019: $155,603Expenses 2019: $163,229Net Income 2019: -$7,6262019Revenue 2020: $207,367Expenses 2020: $170,908Net Income 2020: $36,4592020Revenue 2021: $122,227Expenses 2021: $76,880Net Income 2021: $45,3472021Revenue 2022: $97,920Expenses 2022: $91,388Net Income 2022: $6,5322022Revenue 2023: $96,184Expenses 2023: $102,582Net Income 2023: -$6,3982023Revenue 2024: $120,241Expenses 2024: $150,325Net Income 2024: -$30,0842024Revenue 2025: $111,579Expenses 2025: $112,601Net Income 2025: -$1,0222025

Highlighted filing

2025

Revenue$111,579
Expenses$112,601
Net Income-$1,022

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 22, 2025
Return Version
2024v5.0
Gross Receipts
$111,579
Mission and Program Overview

Mission

The advancement of project management as a profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$261,228$268,041▲ $6,813
Cash and Non-Interest-Bearing Accounts$32,233$24,398▼ $7,835
Total Assets$293,461$292,439▼ $1,022
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$293,461$292,439▼ $1,022
Total Net Assets Fund Balance$293,461$292,439▼ $1,022
Total Liabilities and Net Assets / Fund Balance$293,461$292,439▼ $1,022
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robbin Mackenzie-thomasPresident
William NoyesVP of Commun
Kamal KaurVP of Financ
Paya EbrahimiVP of It-adm
Elizabeth BlushVP of Operat
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$104,931
Investment Income
$6,648
Other Revenue
$0
Change in Net Assets
$-1,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,601
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$22,676--$22,676
Other Expenses$14,957--$14,957
Total Functional Expenses$112,601$0$0$112,601
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Project management-orange county chapter, inc. Is a member-managed nonprofit mutual benefit corporation organized under the nonprofit mutual benefit corporation law.

Form 990, Page 6, Part VI, Line 7A

Project management-orange county chapter, inc. Is a member-managed nonprofit mutual benefit corporation organized under the nonprofit mutual benefit corporation law.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Project Management Institute -
EIN
33-0922165
Phone
9492783985
Address
PO BOX 15743, IRVINE, CA 92623

Signing Officer

Name
Robbin Mackenzie-thomas
Title
President
Phone
7142266292
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robbin Mackenzie-thomas
Formed
2000
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
100

Preparer

Firm
Griffiths Diehl & Company Inc
Address
7700 IRVINE CENTER DRIVE SUITE 800, IRVINE, CA 92618
Preparer
David R Griffiths CPA
Phone
9492501400
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Monthly newsletter and website containing articles about project management topics as well as announcements of upcoming events and meetings.

Form 990, Part IX, Line 24E

Finance 12,116 0 0 membership 5,430 0 0 strategy 3,113 0 0 communications 2,017 0 0 total 22,676 0 0

Raw XML Appendix274 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF OPERAT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROJECT MANAGEMENT-ORANGE COUNTY CHAPTER, INC. IS A MEMBER-MANAGED NONPROFIT MUTUAL BENEFIT CORPORATION ORGANIZED UNDER THE NONPROFIT MUTUAL BENEFIT CORPORATION LAW.
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ReturnHeader/ReturnTs02025-08-22T16:33:30-04:00
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ReturnHeader/TaxPeriodEndDt02025-03-31
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