Civic Intelligence

Project Management Institute -

990EZ • Fiscal year 2017 • EIN 33-0922165

Apr 01, 2016 to Mar 31, 2017 • Filed on May 23, 2017

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

58th percentile

0.02x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

55th percentile

4.5%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

4.1%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

11%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$247,951

Up $9,811 (+4.1%) from 2016

Net Assets

Up

$243,526

Up $8,244 (+3.5%) from 2016

Liabilities

Up

$4,425

Up $1,567 (+55%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin55th percentile

Revenue

Up

$182,160

Up $18,300 (+11%) from 2016

Expenses

Up

$173,916

Up $4,695 (+2.8%) from 2016

Net Income

Up

$8,244

Up $13,605 (+254%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2017

Assets$247,951
Liabilities$4,425
Net Assets$243,526
Open 2017 Filing

Operations Trend

Revenue Growth70th 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

2017

Revenue$182,160
Expenses$173,916
Net Income$8,244
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
May 23, 2017
Return Version
2016v3.0
Gross Receipts
$182,160
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 Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAMAMIRKHAMSEHPresident-$0--
DAVID BARTHOLOMEWVP Operation-$0--
CINDY PHAMVP Strategic-$0--
MICHAEL WEIRVP Administr-$0--
RAGUPATHI KUPPANNANVP Communica-$0--
KAUSTUBH DESHPANDEVP Finance-$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
President
Phone
7142266292
Signed
2017-05-23
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 1,159 total 1,159”

Form 990-ez, Part I, Line 16

“Expenses president's budget 3,957 travel, meals, conference 24,142 communication expense 5,587 finance charges & related 19,763 administration 21,464 membership 16,899 operations 20,131 programs 61,973 total 173,916”

Form 990-ez, Part II, Line 26

“Credit card payable 2,858 4,425”

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 Appendix120 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/PersonNm0ADAMAMIRKHAMSEH
IRS990EZ/BooksInCareOfDetail/PhoneNum07142266292
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024 SAGE CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092623
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0238140
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0247951
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08244
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt0182160
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt095
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt063480
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0235282
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0243526
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0235282
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0243526
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAMAMIRKHAMSEH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID BARTHOLOMEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY PHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL WEIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RAGUPATHI KUPPANNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAUSTUBH DESHPANDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OPERATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP STRATEGIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP ADMINISTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP FINANCE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherExpensesTotalAmt0173916
IRS990EZ/OtherRevenueTotalAmt01159
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ADVANCEMENT OF PROJECT MANAGEMENT AS A PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt0117426
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/BOYAmt02858
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04425
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0173916
IRS990EZ/TotalRevenueAmt0182160
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-OC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MILESTONE NEWLETTER ADV 1,159 TOTAL 1,159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PRESIDENT'S BUDGET 3,957 TRAVEL, MEALS, CONFERENCE 24,142 COMMUNICATION EXPENSE 5,587 FINANCE CHARGES & RELATED 19,763 ADMINISTRATION 21,464 MEMBERSHIP 16,899 OPERATIONS 20,131 PROGRAMS 61,973 TOTAL 173,916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD PAYABLE 2,858 4,425
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAMAMIRKHAMSEH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07142266292
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-23
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA4667219D3749780AF8A7866FBA15170F22513E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02AF561AED5CF417DF4A8F4480DC7452C8E7912DA
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/PreparationDt02017-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W DIEHL CPA
ReturnHeader/ReturnTs02017-10-02T10:24:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$247,951
Liabilities
$4,425
Net assets
$243,526
Revenue
$182,160
Expenses
$173,916
Net income
$8,244
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