Civic Intelligence

Project Management Institute-Western Lake Erie Cha

990EZ • Fiscal year 2018 • EIN 34-1959436

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

PO Box 134Maumee, OH 43537

(419) 283-2707

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$31,267

No earlier filing loaded for comparison.

Net Assets

$31,267

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$15,438

No earlier filing loaded for comparison.

Expenses

$18,107

No earlier filing loaded for comparison.

Net Income

-$2,669

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2018: $31,267Net Assets 2018: $31,2672018Assets 2019: $29,025Liabilities 2019: $0Net Assets 2019: $29,0252019Assets 2020: $30,719Liabilities 2020: $0Net Assets 2020: $30,7192020Assets 2021: $32,913Liabilities 2021: $0Net Assets 2021: $32,9132021Assets 2022: $34,647Liabilities 2022: $0Net Assets 2022: $34,6472022Assets 2023: $32,527Liabilities 2023: $0Net Assets 2023: $32,5272023Assets 2024: $37,846Net Assets 2024: $37,8462024

Highlighted filing

2018

Assets$31,267
Liabilities-
Net Assets$31,267

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2018: $15,438Expenses 2018: $18,107Net Income 2018: -$2,6692018Revenue 2019: $15,348Expenses 2019: $17,590Net Income 2019: -$2,2422019Revenue 2020: $8,530Expenses 2020: $6,836Net Income 2020: $1,6942020Revenue 2021: $6,257Expenses 2021: $4,063Net Income 2021: $2,1942021Revenue 2022: $8,087Expenses 2022: $6,353Net Income 2022: $1,7342022Revenue 2023: $11,487Expenses 2023: $13,607Net Income 2023: -$2,1202023Revenue 2024: $23,389Expenses 2024: $18,070Net Income 2024: $5,3192024

Highlighted filing

2018

Revenue$15,438
Expenses$18,107
Net Income-$2,669
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$15,438
Mission and Program Overview

Mission

Local advancement of project management.

Program Services

DescriptionGrantsExpenses
PMI PROMOTES THE PROJECT MANAGEMENT DISCIPLINE TO ITS PROFESSIONAL MEMBERS AND TO THE BUSINESS COMMUNITY COVERING NORTHWESTERN OHIO AND SOUTHEASTERN MICHIGAN. IN 2018, 10 MONTHLY MEETINGS WERE HELD AND 1 PROFESSIONAL DEVELOPMENT DAY WAS HELD. IN ADDITION, THE CHAPTER SPONSORED 1 PMP PREPARATION CLASS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ZICKAFOOSEPresident-$0--
JOE MATTHEWSPast Preside-$0--
KRISTEN KRUECKEBERGVP Finance-$0--
FRANK LOPESVP Professio-$0--
SHIRLEY TRAILPresident El-$0--
BRENDA FURRERVP Programs-$0--
DONNA TEAGUEVP Communica-$0--
MELISSA PERSHINGDirector COM-$0--
BRYAN AUTULLOVP Membershi-$0--
RHASEAN TAYLORDirector Mem-$0--
SARAH PENNERDirector Of Prof-$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute-
EIN
34-1959436
Phone
4192832707
Address
PO BOX 134, MAUMEE, OH 43537

Signing Officer

Name
Kristen Krueckeberg
Title
VP Finance
Phone
4198375788
Signed
2019-05-10

Preparer

Firm
Gross Puckey Gruel & Roof Pc
Address
4196 W MAPLE AVENUE, ADRIAN, MI 49221
Preparer
Brian Nofzinger
Phone
5172635788
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses pdd-advertising 45 pdd-promotion 100 office supplies 110 travel business expense 6,069 monthly meeting-food 2,767 monthly meeting-gift card 299 monthly meeting-misc. 204 pdd-speaker 1,605 pdd-meals 2,151 pdd-credit card fees 130 pdd-signup expense 190 website hosting fee 1,056 registration fee refunds 169 total 14,895

Form 990-ez, Part III, Line 28

Pmi promotes the project management discipline to its professional members and to the business community covering northwestern ohio and southeastern michigan. In 2018, 10 monthly meetings were held and 1 professional development day was held. In addition, the chapter sponsored 1 pmp preparation class.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PDD-ADVERTISING 45 PDD-PROMOTION 100 OFFICE SUPPLIES 110 TRAVEL BUSINESS EXPENSE 6,069 MONTHLY MEETING-FOOD 2,767 MONTHLY MEETING-GIFT CARD 299 MONTHLY MEETING-MISC. 204 PDD-SPEAKER 1,605 PDD-MEALS 2,151 PDD-CREDIT CARD FEES 130 PDD-SIGNUP EXPENSE 190 WEBSITE HOSTING FEE 1,056 REGISTRATION FEE REFUNDS 169 TOTAL 14,895
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Filings