Civic Intelligence

Project Management Institute

990 • Fiscal year 2023 • EIN 35-2189954

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 18, 2024

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

35%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$513,088

Up $5,914 (+1.2%) from 2022

Net Assets

Up

$513,022

Up $8,219 (+1.6%) from 2022

Liabilities

Down

$66

Down $2,305 (-97%) from 2022

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin52nd percentile

Revenue

Up

$203,446

Up $52,555 (+35%) from 2022

Expenses

Up

$195,364

Up $31,254 (+19%) from 2022

Net Income

Up

$8,082

Up $21,301 (+161%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2023

Assets$513,088
Liabilities$66
Net Assets$513,022
Open 2023 Filing

Operations Trend

Revenue Growth84th 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

2023

Revenue$203,446
Expenses$195,364
Net Income$8,082
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 18, 2024
Return Version
2023v5.0
Gross Receipts
$203,446
Mission and Program Overview

Mission

To promote and facilitate professionalism in project management.

To support the growth and development of project management practitioners as well as build awareness of the project management discipline and its critical role in business and organization success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$504,803$513,022▲ $8,219
Savings and Temporary Cash Investments$392,985$402,557▲ $9,572
Cash and Non-Interest-Bearing Accounts$114,189$110,531▼ $3,658
Total Assets$507,174$513,088▲ $5,914
Liabilities
Accounts Payable and Accrued Expenses$2,371$66▼ $2,305
Total Liabilities$2,371$66▼ $2,305
Net Assets / Fund Balance
Total Net Assets Fund Balance$504,803$513,022▲ $8,219
Total Liabilities and Net Assets / Fund Balance$507,174$513,088▲ $5,914
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Mei LinPresident/di
Natalia FisherVP Comm./Director
Low DanielsVP App Proj
Mary Spiagoi ReedVP Education
Zoltan CserniVP Finance
Laura WellerVP Membershi
Elaine LeeVP Operation
Susan KennedyVP Professio
Patricia ChowdhuryVP Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$193,796
Investment Income
$9,650
Other Revenue
$0
Change in Net Assets
$8,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,364
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
Conferences and Meetings---$127,352
Fees for Services Other---$21,686
Office Expenses---$14,953
Travel---$9,699
Fees for Services Accounting---$3,630
Insurance---$1,610
Other Expenses---$765
Total Functional Expenses$0$0$0$195,364
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 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
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.”

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
Zoltan Cserni
Title
VP Finance
Phone
4077560700
Signed
2024-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalia Fisher
Formed
2001
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
100

Preparer

Firm
Sommerville & Associates Pc
Address
2726 MATLOCK RD, ARLINGTON, TX 76015
Preparer
Shannon Wood CPA
Phone
8177955046
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Admin support 10,500 0 0 volunteer gifts 11,186 0 0 total 21,686 0 0”

Raw XML Appendix308 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/DI
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OPERATION
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP APP PROJ
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP MEMBERSHI
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP PROFESSIO
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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.
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/ExplanationTxt6ADMIN SUPPORT 10,500 0 0 VOLUNTEER GIFTS 11,186 0 0 TOTAL 21,686 0 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/TotalAssetsBOYAmt0507174
IRS990/TotalAssetsEOYAmt0513088
IRS990/TotalAssetsGrp/BOYAmt0507174
IRS990/TotalAssetsGrp/EOYAmt0513088
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0195364
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02371
IRS990/TotalLiabilitiesEOYAmt066
IRS990/TotalLiabilitiesGrp/BOYAmt02371
IRS990/TotalLiabilitiesGrp/EOYAmt066
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0504803
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0513022
IRS990/TotalProgramServiceRevenueAmt0193796
IRS990/TotalRevenueGrp/ExclusionAmt09650
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0193796
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0203446
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0507174
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0513088
IRS990/TravelGrp/TotalAmt09699
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 251231
IRS990/USAddress/CityNm0PLANO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075025
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.PMIDALLAS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ZOLTAN CSERNI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04077560700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-18
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412024514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMMERVILLE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02726 MATLOCK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076015
ReturnHeader/PreparerPersonGrp/PhoneNum08177955046
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON WOOD CPA
ReturnHeader/ReturnTs02024-09-18T17:23:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,088
Liabilities
$66
Net assets
$513,022
Revenue
$203,446
Expenses
$195,364
Net income
$8,082
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
2023Detailed filing. Detailed filing data is available for this year.$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