Civic Intelligence

Project Management Institute

990 • Fiscal year 2014 • EIN 35-2189954

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 18, 2015

PO Box 251231Plano, TX 75025

(214) 213-8887

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.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

63rd percentile

0.02x

Higher debt load relative to revenue than 63% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

25th percentile

-7.2%

Higher net margin than 25% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

33rd percentile

-5.0%

Faster asset growth than 33% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Down

$279,142

Down $30,061 (-9.7%) from 2012

Net Assets

Up

$274,113

Up $129,793 (+90%) from 2012

Liabilities

Down

$5,029

Down $159,854 (-97%) from 2012

Revenue

$230,615

No earlier filing loaded for comparison.

Expenses

Up

$247,252

Up $22,872 (+10%) from 2012

Net Income

-$16,637

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.

$600K$400K$200K$0Assets 2011: $257,203Liabilities 2011: $123,290Net Assets 2011: $133,9132011Assets 2012: $309,203Liabilities 2012: $164,883Net Assets 2012: $144,3202012Assets 2014: $279,142Liabilities 2014: $5,029Net Assets 2014: $274,1132014Assets 2015: $282,365Liabilities 2015: $37,854Net Assets 2015: $244,5112015Assets 2016: $313,514Liabilities 2016: $69,010Net Assets 2016: $244,5042016Assets 2017: $338,469Liabilities 2017: $50,449Net Assets 2017: $288,0202017Assets 2018: $382,075Liabilities 2018: $53,847Net Assets 2018: $328,2282018Assets 2019: $418,061Liabilities 2019: $69,278Net Assets 2019: $348,7832019Assets 2020: $435,659Liabilities 2020: $50,255Net Assets 2020: $385,4042020Assets 2021: $518,086Liabilities 2021: $1,956Net Assets 2021: $516,1302021Assets 2022: $507,174Liabilities 2022: $2,371Net Assets 2022: $504,8032022Assets 2023: $513,088Liabilities 2023: $66Net Assets 2023: $513,0222023Assets 2024: $571,888Liabilities 2024: $9,847Net Assets 2024: $562,0412024

Highlighted filing

2014

Assets$279,142
Liabilities$5,029
Net Assets$274,113

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $184,9762011Expenses 2012: $224,3802012Revenue 2014: $230,615Expenses 2014: $247,252Net Income 2014: -$16,6372014Revenue 2015: $261,886Expenses 2015: $263,637Net Income 2015: -$1,7512015Revenue 2016: $196,409Expenses 2016: $196,416Net Income 2016: -$72016Revenue 2017: $213,110Expenses 2017: $169,594Net Income 2017: $43,5162017Revenue 2018: $203,280Expenses 2018: $163,072Net Income 2018: $40,2082018Revenue 2019: $194,048Expenses 2019: $173,493Net Income 2019: $20,5552019Revenue 2020: $141,931Expenses 2020: $105,310Net Income 2020: $36,6212020Revenue 2021: $109,419Expenses 2021: $52,023Net Income 2021: $57,3962021Revenue 2022: $150,891Expenses 2022: $164,110Net Income 2022: -$13,2192022Revenue 2023: $203,446Expenses 2023: $195,364Net Income 2023: $8,0822023Revenue 2024: $220,001Expenses 2024: $172,274Net Income 2024: $47,7272024

Highlighted filing

2014

Revenue$230,615
Expenses$247,252
Net Income-$16,637
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 18, 2015
Return Version
2014v5.0
Gross Receipts
$230,615
Mission and Program Overview

Mission

To promote and facilitate professionalism in project management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$290,750$274,113▼ $16,637
Savings and Temporary Cash Investments$203,525$203,831▲ $306
Cash and Non-Interest-Bearing Accounts$89,965$52,475▼ $37,490
Prepaid Expenses and Deferred Charges$10,816$19,316▲ $8,500
Accounts Receivable$1,250$2,925▲ $1,675
Land, Buildings, and Equipment, Net$1,299$595▼ $704
Total Assets$306,855$279,142▼ $27,713
Liabilities
Accounts Payable and Accrued Expenses$13,977$3,572▼ $10,405
Deferred Revenue$2,035$1,401▼ $634
Escrow Account Liability$93$56▼ $37
Total Liabilities$16,105$5,029▼ $11,076
Net Assets / Fund Balance
Total Net Assets Fund Balance$290,750$274,113▼ $16,637
Total Liabilities and Net Assets / Fund Balance$306,855$279,142▼ $27,713

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$595$4,713$5,308
Compensation and Service Providers

Board Members and Trustees

NameTitle
Larry Johnson JrPresident
John ColePast Preside
Sharon McdanielVP Applied P
Nitin KunteVP Communica
Colleen DrabekVP Education
Ramiro OrtizVP Finance
Suzanne HansenVP Marketing
Stephen BeckerVP Membershi
Ginan KalenikVP Operation
Kane WaiVP Operation
Sherry JamesVP Prof Deve
Revenue and Support

Revenue Composition

Contributions and Grants
$450
Program Service Revenue
$227,224
Investment Income
$416
Other Revenue
$2,525
All Other Contributions
$450
Change in Net Assets
$-16,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,061
Grants and Similar Amounts Paid$13,191
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$141,545
Travel---$38,297
Office Expenses---$25,817
Advertising---$16,664
Grants to Domestic Orgs---$13,191
Fees for Services Other---$5,195
Fees for Services Accounting---$5,047
Depreciation Depletion---$704
Other Expenses---$592
Insurance---$200
Total Functional Expenses$0$0$0$247,252
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pmi Educational FoundationNewtown Square, PA501c3Scholarships$8,250
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has one class of members that have authority to participate and vote in the nomination and election of officers. The members have authority to approve decisions of the governing board at the annual meeting of the membership.

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

The members have the authority to elect board members and officer positions.

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

The members have the authority to approve decisions of the governing board as stated in the chapter bylaws.

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

The form 990 is prepared by a third party cpa firm. It is provided to the president, past president and vp of finance for their review. Upon receiving approval, the form is processed for signature. The board of directors receives a copy for their review before filing. The vp of finance signs and files the form 990 with the internal revenue service.

Form 990, Page 6, Part VI, Line 12C

The officers, directors, appointed committee members and authorized representatives are required to disclose any interest or affliliation they may have with the entity or individual with which the organization has entered or may enter into contracts, agreements, or any other business transaction with. The interested or affiliated member will refrain from voting on or influencing the consideration of such matters.

Form 990, Page 6, Part VI, Line 19

No other organizational documents are made available to the public.

Filing and Contact Details

Filer

Filer Name
Pmi Dallas Chapter
EIN
35-2189954
Phone
2142138887
Address
PO BOX 251231, PLANO, TX 75025

Signing Officer

Name
Ramiro Ortiz
Title
VP Finance
Phone
2142138887
Signed
2015-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Johnson
Formed
2001
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
180

Preparer

Firm
Sommerville & Associates Pc
Address
3030 MATLOCK RD STE 201, ARLINGTON, TX 76015-2936
Preparer
Elaine L Sommerville CPA
Phone
8177955046
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

Pmi dallas receives membership dues for another nonprofit organization and pays those out annually. Any amount remaining is reported as a liability due to the nonprofit organization. The outstanding balance at year end is 56.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt6VP EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OPERATION
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0203525
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0203831
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0595
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04713
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05308
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PMI DALLAS RECEIVES MEMBERSHIP DUES FOR ANOTHER NONPROFIT ORGANIZATION AND PAYS THOSE OUT ANNUALLY. ANY AMOUNT REMAINING IS REPORTED AS A LIABILITY DUE TO THE NONPROFIT ORGANIZATION. THE OUTSTANDING BALANCE AT YEAR END IS 56.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0595
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt08250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PMI EDUCATIONAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0232630701
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt014 CAMPUS BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWTOWN SQUARE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019073
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SELECTION OF THE RECIPIENT(S) FOR THE AWARD IS DONE BY A PANEL OF KNOWLEDGEABLE PROFESSIONALS APPROVED BY THE PMI EDUCATIONAL FOUNDATION. THE ORGANIZATION APPROVES OF THE PMI EDUCATIONAL FOUNATION METHOD OF SCHOLARSHIP DISBURSEMENTS. THERE IS A 10% ADMINISTRATIVE FEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ONE CLASS OF MEMBERS THAT HAVE AUTHORITY TO PARTICIPATE AND VOTE IN THE NOMINATION AND ELECTION OF OFFICERS. THE MEMBERS HAVE AUTHORITY TO APPROVE DECISIONS OF THE GOVERNING BOARD AT THE ANNUAL MEETING OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS HAVE THE AUTHORITY TO ELECT BOARD MEMBERS AND OFFICER POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS HAVE THE AUTHORITY TO APPROVE DECISIONS OF THE GOVERNING BOARD AS STATED IN THE CHAPTER BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY A THIRD PARTY CPA FIRM. IT IS PROVIDED TO THE PRESIDENT, PAST PRESIDENT AND VP OF FINANCE FOR THEIR REVIEW. UPON RECEIVING APPROVAL, THE FORM IS PROCESSED FOR SIGNATURE. THE BOARD OF DIRECTORS RECEIVES A COPY FOR THEIR REVIEW BEFORE FILING. THE VP OF FINANCE SIGNS AND FILES THE FORM 990 WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE OFFICERS, DIRECTORS, APPOINTED COMMITTEE MEMBERS AND AUTHORIZED REPRESENTATIVES ARE REQUIRED TO DISCLOSE ANY INTEREST OR AFFLILIATION THEY MAY HAVE WITH THE ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS ENTERED OR MAY ENTER INTO CONTRACTS, AGREEMENTS, OR ANY OTHER BUSINESS TRANSACTION WITH. THE INTERESTED OR AFFILIATED MEMBER WILL REFRAIN FROM VOTING ON OR INFLUENCING THE CONSIDERATION OF SUCH MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO OTHER ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0306855
IRS990/TotalAssetsEOYAmt0279142
IRS990/TotalAssetsGrp/BOYAmt0306855
IRS990/TotalAssetsGrp/EOYAmt0279142
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0450
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0247252
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016105
IRS990/TotalLiabilitiesEOYAmt05029
IRS990/TotalLiabilitiesGrp/BOYAmt016105
IRS990/TotalLiabilitiesGrp/EOYAmt05029
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0290750
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0274113
IRS990/TotalProgramServiceRevenueAmt0227224
IRS990/TotalRevenueGrp/ExclusionAmt02866
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0227299
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0230615
IRS990/TotalVolunteersCnt0180
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0306855
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0279142
IRS990/TravelGrp/TotalAmt038297
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 251231
IRS990/USAddress/CityNm0PLANO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075025
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.PMIDALLAS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAMIRO ORTIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum02142138887
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMI DALLAS CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PMID
ReturnHeader/Filer/EIN0352189954
ReturnHeader/Filer/PhoneNum02142138887
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 251231
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412024514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMMERVILLE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03030 MATLOCK RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760152936
ReturnHeader/PreparerPersonGrp/PhoneNum08177955046
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE L SOMMERVILLE CPA
ReturnHeader/ReturnTs02015-07-20T09:25:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.72$0.10$5.62$2.20$1.72$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.00$5.13$2.03$1.95$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.02$5.05$1.51$1.64$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.18$0.02$5.16$1.09$0.52$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.50$3.85$1.42$1.05$0.37
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.69$3.49$1.94$1.73$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.54$3.28$2.03$1.63$0.40
2017Detailed filing. Detailed filing data is available for this year.$3.38$0.50$2.88$2.13$1.70$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.69$2.45$1.96$1.96$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.38$2.45$2.62$2.64$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.05$2.74$2.31$2.47$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$1.65$1.44$2.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$1.23$1.34$1.85