Civic Intelligence

Pmi Dallas Chapter

EIN 35-2189954 • 501(c)6 • Plano, TX

Profile

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

PO Box 251231Plano, TX 75025

www.pmidallas.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.04x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

84th percentile

22%

Higher net margin than 84% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$571,888

Up $58,800 (+11%) from 2023

Liabilities

Up

$9,847

Up $9,781 (+14820%) from 2023

Net Assets

Up

$562,041

Up $49,019 (+9.6%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin84th percentile

Revenue

Up

$220,001

Up $16,555 (+8.1%) from 2023

Expenses

Down

$172,274

Down $23,090 (-12%) from 2023

Net Income

Up

$47,727

Up $39,645 (+491%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$571,888
Liabilities$9,847
Net Assets$562,041
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$220,001
Expenses$172,274
Net Income$47,727
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$571,888
Liabilities
$9,847
Net assets
$562,041
Revenue
$220,001
Expenses
$172,274
Net income
$47,727
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 8, 2025
Return Version
2024v5.0
Gross Receipts
$220,001
Mission and Program Overview

Mission

To promote and facilitate professionalism in project management.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$513,022$562,041▲ $49,019
Savings and Temporary Cash Investments$402,557$540,887▲ $138,330
Cash and Non-Interest-Bearing Accounts$110,531$31,001▼ $79,530
Total Assets$513,088$571,888▲ $58,800
Liabilities
Accounts Payable and Accrued Expenses$66$9,847▲ $9,781
Total Liabilities$66$9,847▲ $9,781
Net Assets / Fund Balance
Total Net Assets Fund Balance$513,022$562,041▲ $49,019
Total Liabilities and Net Assets / Fund Balance$513,088$571,888▲ $58,800
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Natalia FisherPresident/di
Mei LinPast Preside
Kimia PentonVP App Proj
Dallas EshelmanVP Communica
Joel HernandezVP Communica
Mark WettreichVP Education
Mary Spiagoi ReedVP Education
Zoltan CserniVP Finance
William BalchVP Marketing
Devan M RuizVP Membershi
Elaine LeeVP Operation
Darrell WinchellVP Prof Deve
Sharon HarrisVP Professio
Patricia ChowdhuryVP Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$198,864
Investment Income
$11,137
Other Revenue
$0
All Other Contributions
$10,000
Change in Net Assets
$47,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,274
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$110,385
Travel---$14,752
Fees for Services Accounting---$6,210
Office Expenses---$5,142
Grants to Domestic Individuals---$5,000
Other Expenses---$3,835
Fees for Services Other---$3,157
Advertising---$1,777
Insurance---$1,610
Total Functional Expenses$0$0$0$172,274
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
Project Management Institute
EIN
35-2189954
Phone
4077560700
Address
PO BOX 251231, PLANO, TX 75025
Doing Business As
Pmi Dallas Chapter

Signing Officer

Name
Zoltan Cserni
Title
VP Finance
Phone
4077560700
Signed
2025-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalia Fisher
Formed
2001
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
180

Preparer

Firm
Sommerville & Associates Pc
Address
2726 MATLOCK RD, ARLINGTON, TX 76015
Preparer
Sandra K Fowler 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP COMMUNICA
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP MEMBERSHI
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP PROF DEVE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OPERATION
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP APP PROJ
IRS990/Form990PartVIISectionAGrp/TitleTxt10PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP PROFESSIO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP COMMUNICA
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IRS990/PrincipalOfficerNm0NATALIA FISHER
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IRS990/ProgramServiceRevenueGrp/Desc1EVENT REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt169825
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt169825
IRS990/ProgSrvcAccomActy2Grp/Desc0PMI DALLAS PROVIDED SCHOLARSHIPS FOR EDUCATIONAL PROGRAMS TO PREPARE MEMBERS TO ATTAIN AND MAINTAIN CERTIFICATIONS THROUGH THE PROJECT MANAGEMENT INSTITUTE. THE CHAPTER OFFERS VARIOUS PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO ITS MEMBERS. IN 2024, SCHOLARSHIPS WERE PROVIDED FOR 10 MEMBERS.
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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/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/TotalRevenueGrp/TotalRevenueColumnAmt0220001
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 251231
IRS990/USAddress/CityNm0PLANO
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ZOLTAN CSERNI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04077560700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DALLAS CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0352189954
ReturnHeader/Filer/PhoneNum04077560700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 251231
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA K FOWLER CPA
ReturnHeader/ReturnTs02025-08-11T11:06:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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