Civic Intelligence

Project Management Institute

990 • Fiscal year 2018 • EIN 35-2189954

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 28, 2019

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

78th percentile

0.14x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

83rd percentile

20%

Higher net margin than 83% 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

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-4.6%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$382,075

Up $43,606 (+13%) from 2017

Net Assets

Up

$328,228

Up $40,208 (+14%) from 2017

Liabilities

Up

$53,847

Up $3,398 (+6.7%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin83rd percentile

Revenue

Down

$203,280

Down $9,830 (-4.6%) from 2017

Expenses

Down

$163,072

Down $6,522 (-3.8%) from 2017

Net Income

Down

$40,208

Down $3,308 (-7.6%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2018

Assets$382,075
Liabilities$53,847
Net Assets$328,228
Open 2018 Filing

Operations Trend

Revenue Growth38th 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

2018

Revenue$203,280
Expenses$163,072
Net Income$40,208
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 28, 2019
Return Version
2018v3.1
Gross Receipts
$203,280
Mission and Program Overview

Mission

To promote and facilitate professionalism in project management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$288,020$328,228▲ $40,208
Savings and Temporary Cash Investments$207,361$206,073▼ $1,288
Cash and Non-Interest-Bearing Accounts$98,113$168,127▲ $70,014
Accounts Receivable$32,995$7,875▼ $25,120
Total Assets$338,469$382,075▲ $43,606
Liabilities
Deferred Revenue$44,894$49,648▲ $4,754
Accounts Payable and Accrued Expenses$5,555$4,199▼ $1,356
Total Liabilities$50,449$53,847▲ $3,398
Net Assets / Fund Balance
Total Net Assets Fund Balance$288,020$328,228▲ $40,208
Total Liabilities and Net Assets / Fund Balance$338,469$382,075▲ $43,606

Asset Categories

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

Board Members and Trustees

NameTitle
Joseph CarsonPresident/di
Susan KennedyPast Pres/di
Andrea CarterVP Applied P
Doug LarsonVP Communica
Katherine BailieVP Education
Ramiro Ortiz JrVP Finance/d
Huma SohrwardyVP Marketing
Talibah AdenougaVP Membershi
Khlood ElsayedVP Operation
Ariane StoneVP Professio
Mei LinVP Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$6,350
Program Service Revenue
$194,523
Investment Income
$757
Other Revenue
$1,650
All Other Contributions
$6,350
Change in Net Assets
$40,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,712
Grants and Similar Amounts Paid$9,360
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$91,973
Travel---$29,467
Fees for Services Other---$15,259
Office Expenses---$12,950
Grants to Domestic Orgs---$9,360
Advertising---$2,043
Fees for Services Accounting---$1,750
Insurance---$200
Other Expenses---$70
Total Functional Expenses$0$0$0$163,072
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 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
2019-06-28
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
180

Preparer

Firm
Sommerville & Associates Pc
Address
3030 MATLOCK RD STE 201, ARLINGTON, TX 76015-2936
Preparer
Elaine L Sommerville CPA
Phone
8177955046
Raw XML Appendix351 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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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.
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ReturnHeader/FilingSecurityInformation/IPDt02019-07-01
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE L SOMMERVILLE CPA
ReturnHeader/ReturnTs02019-07-01T15:38:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$382,075
Liabilities
$53,847
Net assets
$328,228
Revenue
$203,280
Expenses
$163,072
Net income
$40,208
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
2018Detailed filing. Detailed filing data is available for this year.$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