Civic Intelligence

Project Management Institute -

990 • Fiscal year 2021 • EIN 33-0922165

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 15, 2021

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

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

65th percentile

16%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-41%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$323,411

Up $45,347 (+16%) from 2020

Net Assets

Up

$323,411

Up $45,347 (+16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin86th percentile

Revenue

Down

$122,227

Down $85,140 (-41%) from 2020

Expenses

Down

$76,880

Down $94,028 (-55%) from 2020

Net Income

Up

$45,347

Up $8,888 (+24%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$323,411
Liabilities$0
Net Assets$323,411
Open 2021 Filing

Operations Trend

Revenue Growth14th 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

2021

Revenue$122,227
Expenses$76,880
Net Income$45,347
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 15, 2021
Return Version
2020v4.0
Gross Receipts
$122,227
Mission and Program Overview

Mission

The advancement of project management as a profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$278,064$323,411▲ $45,347
Total Assets$278,064$323,411▲ $45,347
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$278,064$323,411▲ $45,347
Total Net Assets Fund Balance$278,064$323,411▲ $45,347
Total Liabilities and Net Assets / Fund Balance$278,064$323,411▲ $45,347
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Narmela SargisPresident
Paya EbrahimiVP of Admin.
Ramya Radhakrishnan KailisVP of Comuni
John KinestraVP of Financ
Rashan BiglaniVP of Strate
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$122,172
Investment Income
$55
Other Revenue
$0
Change in Net Assets
$45,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,880
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$15,127--$15,127
Other Expenses$12,711--$12,711
Total Functional Expenses$76,880$0$0$76,880
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
No
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 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
7142266292
Address
PO BOX 15743, IRVINE, CA 92623

Signing Officer

Name
Narmela Sargis
Title
President
Phone
7142266292
Signed
2021-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Narmela Sargis
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
100

Preparer

Firm
Griffiths Diehl & Company Inc
Address
2151 MICHELSON DR STE 160, IRVINE, CA 92612-1377
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 10,897 0 0 strategic planning 4,230 0 0 total 15,127 0 0”

Raw XML Appendix267 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF ADMIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF COMUNI
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF FINANC
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF STRATE
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IRS990/GrossReceiptsAmt0122227
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONTHLY NEWSLETTER AND WEBSITE CONTAINING ARTICLES ABOUT PROJECT MANAGEMENT TOPICS AS WELL AS ANNOUNCEMENTS OF UPCOMING EVENTS AND MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R GRIFFITHS CPA
ReturnHeader/ReturnTs02021-07-29T03:07:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NARLEMA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SARGIS
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,411
Liabilities
$0
Net assets
$323,411
Revenue
$122,227
Expenses
$76,880
Net income
$45,347
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