Civic Intelligence

Project Management Institute

990 • Fiscal year 2017 • EIN 35-2189954

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 10, 2018

Organization ProfileWWW.PMIDALLAS.ORG
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

77th percentile

0.15x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.24x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

84th percentile

20%

Higher net margin than 84% 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

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

66th percentile

8.5%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$338,469

Up $24,955 (+8.0%) from 2016

Net Assets

Up

$288,020

Up $43,516 (+18%) from 2016

Liabilities

Down

$50,449

Down $18,561 (-27%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin84th percentile

Revenue

Up

$213,110

Up $16,701 (+8.5%) from 2016

Expenses

Down

$169,594

Down $26,822 (-14%) from 2016

Net Income

Up

$43,516

Up $43,523 (+621757%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

2017

Assets$338,469
Liabilities$50,449
Net Assets$288,020
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

2017

Revenue$213,110
Expenses$169,594
Net Income$43,516
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 10, 2018
Return Version
2017v2.3
Gross Receipts
$222,761
Mission and Program Overview

Mission

To promote and facilitate professionalism in project management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$244,504$288,020▲ $43,516
Savings and Temporary Cash Investments$204,395$207,361▲ $2,966
Cash and Non-Interest-Bearing Accounts$100,504$98,113▼ $2,391
Accounts Receivable$7,740$32,995▲ $25,255
Prepaid Expenses and Deferred Charges$500--
Total Assets$313,514$338,469▲ $24,955
Other Assets Total$375--
Liabilities
Deferred Revenue$46,388$44,894▼ $1,494
Accounts Payable and Accrued Expenses$22,622$5,555▼ $17,067
Total Liabilities$69,010$50,449▼ $18,561
Net Assets / Fund Balance
Total Net Assets Fund Balance$244,504$288,020▲ $43,516
Total Liabilities and Net Assets / Fund Balance$313,514$338,469▲ $24,955

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,308$5,308
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Susan KennedyPresident/di
Donna MarrowDirector
Doug LarsonDirector
Dwarakanathan IyengarDirector
Huma SohrwardyDirector
Jose Conrado Morlan MedinaDirector
Kane WaiDirector
Katherine BailieDirector
Larry Johnson JrDirector
Mei LinDirector
Sherry JamesDirector
Ramiro Ortiz JrVP Finance/d
Joseph CarsonVP Operatio/
Revenue and Support

Revenue Composition

Contributions and Grants
$9,000
Program Service Revenue
$203,519
Investment Income
$148
Other Revenue
$443
All Other Contributions
$9,000
Change in Net Assets
$43,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$157,850
Grants and Similar Amounts Paid$11,744
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$84,400
Travel---$37,973
Fees for Services Other---$14,450
Grants to Domestic Orgs---$11,744
Office Expenses---$10,015
Advertising---$9,397
Fees for Services Accounting---$1,350
Insurance---$200
Other Expenses---$65
Total Functional Expenses$0$0$0$169,594
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
Fundraising Gross Income$9,375
Fundraising Direct Expenses$9,105
Gaming Gross Income$694
Gaming Direct Expenses$546
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
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 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 affiliation 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 Jr
Title
VP Finance/director
Phone
2148100192
Signed
2018-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Carson
Formed
2001
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
163

Preparer

Firm
Sommerville & Associates Pc
Address
3030 MATLOCK RD STE 201, ARLINGTON, TX 76015-2936
Preparer
Elaine L Sommerville CPA
Phone
8177955046
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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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IRS990ScheduleI/RecipientTable/CashGrantAmt08250
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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 FOUNDATION METHOD OF SCHOLARSHIP DISBURSEMENTS. THERE IS A 10% ADMINISTRATIVE FEE.
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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 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 AFFILIATION 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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceRevenueAmt0203519
IRS990/TotalRevenueGrp/ExclusionAmt0566
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0203544
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0213110
IRS990/TotalVolunteersCnt0163
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0313514
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0338469
IRS990/TravelGrp/TotalAmt037973
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.PMIDALLAS.ORG
IRS990/WhistleblowerPolicyInd0true
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ReturnHeader/BusinessOfficerGrp/PersonNm0RAMIRO ORTIZ JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02148100192
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMI DALLAS CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PMID
ReturnHeader/Filer/EIN0352189954
ReturnHeader/Filer/PhoneNum02142138887
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 251231
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.201.233.6
ReturnHeader/FilingSecurityInformation/IPDt02018-07-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:12:06
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/PreparationDt02018-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE L SOMMERVILLE CPA
ReturnHeader/ReturnTs02018-07-16T13:12:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$338,469
Liabilities
$50,449
Net assets
$288,020
Revenue
$213,110
Expenses
$169,594
Net income
$43,516
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