Civic Intelligence

Project Management Institute -

990EZ • Fiscal year 2016 • EIN 33-0922165

Apr 01, 2015 to Mar 31, 2016 • Filed on May 11, 2016

Organization ProfileWWW.PMI-OC.ORG
PO Box 15743Irvine, CA 92623

(714) 226-6292

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.02x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-3.7%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$238,140

Down $9,194 (-3.7%) from 2015

Net Assets

Down

$235,282

Down $5,361 (-2.2%) from 2015

Liabilities

Down

$2,858

Down $3,833 (-57%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin33rd percentile

Revenue

Down

$163,860

Down $30,900 (-16%) from 2015

Expenses

Down

$169,221

Down $14,602 (-7.9%) from 2015

Net Income

Down

-$5,361

Down $16,298 (-149%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2016

Assets$238,140
Liabilities$2,858
Net Assets$235,282
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

2016

Revenue$163,860
Expenses$169,221
Net Income-$5,361
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
May 11, 2016
Return Version
2015v2.1
Gross Receipts
$163,860
Mission and Program Overview

Mission

The advancement of project management as a profession.

Program Services

DescriptionGrantsExpenses
PROMOTION OF MEMBERSHIP, COMMUNICATION WITHIN MEMBERSHIP AND CORPORATE RELATIONS.--
MONTHLY DINNER / SYMPOSIUM MEETINGS WERE CONDUCTED WITH PRESENTATIONS FOR EDUCATIONAL PURPOSES ON TOPICS RELATED TO PROJECT MANAGEMENT.--
PROFESSIONAL DEVELOPMENT TRAINING WORKSHOPS WERE HELD TO PREPARE PARTICIPANTS TO PASS THE PROJECT MANAGEMENT CERTIFICATION EXAM (PMP)--
MONTHLY NEWSLETTER AND WEBSITE CONTAINING ARTICLES ABOUT PROJECT MANAGEMENT TOPICS AS WELL AS ANNOUNCEMENTS OF UPCOMING EVENTS AND MEETINGS.--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY SCOTTPast Preside-$0--
BACH-NGA PHAMPresident-$0--
ADAMAMIRKHAMSEHVP Finance-$0--
DAVID BARTHOLOMEWVP Operation-$0--
KRIPA NATHVP Strategic-$0--
MICHAEL WEIRVP Administr-$0--
RAGUPATHI KUPPANNANVP Communica-$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute -
EIN
33-0922165
Phone
7142266292
Address
PO BOX 15743, IRVINE, CA 92623

Signing Officer

Name
Adamamirkhamseh
Title
VP Finance
Phone
7142266292
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Diehl & Company Inc
Address
2151 MICHELSON DR STE 160, IRVINE, CA 92612-1377
Preparer
John W Diehl CPA
Phone
9492501400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Milestone newletter adv 2,388 total 2,388”

Form 990-ez, Part I, Line 16

“Milestone newletter adv postage, printing shippin 2,512 graphic design 39 expenses president's budget 2,060 travel, meals, conference 16,922 communication expense 3,897 finance charges & related 18,902 administration 26,794 membership 10,042 operations 29,333 programs 58,720 total 169,221”

Form 990-ez, Part II, Line 26

“Credit card payable 6,691 2,858”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix121 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE
IRS990EZ/BooksInCareOfDetail/PhoneNum07142266292
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 15743
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092623
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0247334
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0238140
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5361
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0247334
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0238140
IRS990EZ/GrossReceiptsAmt0163860
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt056230
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0240643
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0235282
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0240643
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0235282
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREGORY SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BACH-NGA PHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAMAMIRKHAMSEH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID BARTHOLOMEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRIPA NATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL WEIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RAGUPATHI KUPPANNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OPERATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP STRATEGIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP ADMINISTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherExpensesTotalAmt0169221
IRS990EZ/OtherRevenueTotalAmt02388
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ADVANCEMENT OF PROJECT MANAGEMENT AS A PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt0105242
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF MEMBERSHIP, COMMUNICATION WITHIN MEMBERSHIP AND CORPORATE RELATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONTHLY DINNER / SYMPOSIUM MEETINGS WERE CONDUCTED WITH PRESENTATIONS FOR EDUCATIONAL PURPOSES ON TOPICS RELATED TO PROJECT MANAGEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROFESSIONAL DEVELOPMENT TRAINING WORKSHOPS WERE HELD TO PREPARE PARTICIPANTS TO PASS THE PROJECT MANAGEMENT CERTIFICATION EXAM (PMP)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3MONTHLY NEWSLETTER AND WEBSITE CONTAINING ARTICLES ABOUT PROJECT MANAGEMENT TOPICS AS WELL AS ANNOUNCEMENTS OF UPCOMING EVENTS AND MEETINGS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06691
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02858
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0169221
IRS990EZ/TotalRevenueAmt0163860
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-OC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MILESTONE NEWLETTER ADV 2,388 TOTAL 2,388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MILESTONE NEWLETTER ADV POSTAGE, PRINTING SHIPPIN 2,512 GRAPHIC DESIGN 39 EXPENSES PRESIDENT'S BUDGET 2,060 TRAVEL, MEALS, CONFERENCE 16,922 COMMUNICATION EXPENSE 3,897 FINANCE CHARGES & RELATED 18,902 ADMINISTRATION 26,794 MEMBERSHIP 10,042 OPERATIONS 29,333 PROGRAMS 58,720 TOTAL 169,221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD PAYABLE 6,691 2,858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONTHLY NEWSLETTER AND WEBSITE CONTAINING ARTICLES ABOUT PROJECT MANAGEMENT TOPICS AS WELL AS ANNOUNCEMENTS OF UPCOMING EVENTS AND MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAMAMIRKHAMSEH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum07142266292
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORANGE COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0330922165
ReturnHeader/Filer/PhoneNum07142266292
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 15743
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092623
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010552823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIEHL & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02151 MICHELSON DR STE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926121377
ReturnHeader/PreparerPersonGrp/PhoneNum09492501400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W DIEHL CPA
ReturnHeader/ReturnTs02016-07-06T12:01:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,140
Liabilities
$2,858
Net assets
$235,282
Revenue
$163,860
Expenses
$169,221
Net income
-$5,361
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.00$2.92$1.12$1.13$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$1.20$1.50$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.96$1.03$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.98$0.91$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$1.22$0.77$0.45
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$2.07$1.71$0.36
2019Detailed filing. Detailed filing data is available for this year.$2.42$2.42$1.56$1.63$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.04$2.44$1.82$1.74$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.03$2.35$1.64$1.69$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.07$2.41$1.95$1.84$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.06$2.30$1.91$1.75$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.04$2.14$1.83$2.08$0.25