Civic Intelligence

Project Management Institute - Great Lakes Chapter Inc

EIN 38-2909930 • 501(c)6 • Oak Park, MI

Profile

Further program management.

14260 Nadine StOak Park, MI 48237

www.pmiglc.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

37th percentile

-5.7%

Higher net margin than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

58th percentile

2.8%

Faster asset growth than 58% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

35%

Faster revenue growth than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$172,304

Up $4,764 (+2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$172,304

Up $4,764 (+2.8%) from 2022

Operations
Liabilities / Revenue50th percentileNet Margin37th percentile

Revenue

Up

$157,942

Up $41,129 (+35%) from 2022

Expenses

Up

$166,970

Up $7,827 (+4.9%) from 2022

Net Income

Up

-$9,028

Up $33,302 (+79%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2010: $156,264Liabilities 2010: $0Net Assets 2010: $156,2642010Assets 2011: $168,641Liabilities 2011: $0Net Assets 2011: $168,6412011Assets 2012: $188,467Liabilities 2012: $0Net Assets 2012: $188,4672012Assets 2013: $211,434Liabilities 2013: $1,295Net Assets 2013: $210,1392013Assets 2014: $230,450Liabilities 2014: $0Net Assets 2014: $230,4502014Assets 2015: $193,779Liabilities 2015: $0Net Assets 2015: $193,7792015Assets 2016: $185,517Liabilities 2016: $0Net Assets 2016: $185,5172016Assets 2017: $223,866Liabilities 2017: $0Net Assets 2017: $223,8662017Assets 2018: $194,001Liabilities 2018: $0Net Assets 2018: $194,0012018Assets 2019: $185,482Liabilities 2019: $0Net Assets 2019: $185,4822019Assets 2020: $210,728Liabilities 2020: $0Net Assets 2020: $210,7282020Assets 2021: $243,080Liabilities 2021: $0Net Assets 2021: $243,0802021Assets 2022: $167,540Liabilities 2022: $0Net Assets 2022: $167,5402022Assets 2023: $172,304Liabilities 2023: $0Net Assets 2023: $172,3042023

Highlighted filing

2023

Assets$172,304
Liabilities$0
Net Assets$172,304
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2010: $136,7992010Expenses 2011: $135,1462011Expenses 2012: $149,4152012Revenue 2013: $172,149Expenses 2013: $150,477Net Income 2013: $21,6722013Revenue 2014: $173,301Expenses 2014: $152,990Net Income 2014: $20,3112014Revenue 2015: $200,940Expenses 2015: $237,611Net Income 2015: -$36,6712015Revenue 2016: $231,925Expenses 2016: $240,187Net Income 2016: -$8,2622016Revenue 2017: $241,980Expenses 2017: $258,762Net Income 2017: -$16,7822017Revenue 2018: $256,580Expenses 2018: $268,931Net Income 2018: -$12,3512018Revenue 2019: $307,337Expenses 2019: $330,952Net Income 2019: -$23,6152019Revenue 2020: $133,699Expenses 2020: $123,317Net Income 2020: $10,3822020Revenue 2021: $140,489Expenses 2021: $120,250Net Income 2021: $20,2392021Revenue 2022: $116,813Expenses 2022: $159,143Net Income 2022: -$42,3302022Revenue 2023: $157,942Expenses 2023: $166,970Net Income 2023: -$9,0282023

Highlighted filing

2023

Revenue$157,942
Expenses$166,970
Net Income-$9,028
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$172,304
Liabilities
$0
Net assets
$172,304
Revenue
$157,942
Expenses
$166,970
Net income
-$9,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.58$1.67$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$1.17$1.59$0.42
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$1.40$1.20$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.34$1.23$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$3.07$3.31$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.57$2.69$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$2.42$2.59$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$2.32$2.40$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.01$2.38$0.37
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.73$1.53$0.20
2013Detailed filing. Detailed filing data is available for this year.$2.11$0.01$2.10$1.72$1.50$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$1.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$1.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$1.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$177,977
Mission and Program Overview

Mission

Further program management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$167,540$172,304▲ $4,764
Investments Other Securities$134,065$154,006▲ $19,941
Savings and Temporary Cash Investments$5,635$12,037▲ $6,402
Cash and Non-Interest-Bearing Accounts$27,840$6,261▼ $21,579
Total Assets$167,540$172,304▲ $4,764
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$167,540$172,304▲ $4,764
Total Liabilities and Net Assets / Fund Balance$167,540$172,304▲ $4,764

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$154,006--
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Michele PateraPresident
Anthony AmalrajPresident El
Jerry GusmanoPast Preside
Jen MaynardVP Administr
Synthia AdamsVP Communica
Jonathon FalconVP Finance
Srini PannamarVP Marketing
Surya PrakashVP Membershi
Leighanne MartinVP Outreach
Suja JosephVP Prof Deve
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$149,740
Investment Income
$8,202
Other Revenue
$0
Change in Net Assets
$-9,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,970
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---$75,230
Travel---$20,964
Fees for Services Management---$20,465
Fees for Services Accounting---$12,462
All Other Expenses---$4,412
Other Expenses---$4,070
Advertising---$3,499
Office Expenses---$2,271
Fees for Service Investment Mgmnt Fees---$2,050
Occupancy---$959
Total Functional Expenses$0$0$0$166,970
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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

“Organization is made up of general members.”

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

“Members have elections to elect governing body.”

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

“Governing body makes final decision with member oversite.”

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

“990 is provided to governing body and reviewed with finance prior to submission.”

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

“On an annual basis the organization completes an internal control audit.”

Form 990, Page 6, Part VI, Line 15A

“The organization does not compensate the governing body or management.”

Form 990, Page 6, Part VI, Line 15B

“The organization does not compensate the governing body or management.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Project Management Institute -
EIN
38-2909930
Phone
3136637053
Address
14260 NADINE ST, OAK PARK, MI 48237

Signing Officer

Name
Jonathon Falcon
Title
VP Finance
Phone
3136637053
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathon Falcon
Formed
1978
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Correll Advisors Pllc
Address
1015 HAYNES ST, BIRMINGHAM, MI 48009-6779
Preparer
Andrew Correll CPA
Phone
2486073192
Raw XML Appendix309 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/BooksInCareOfDetail/PhoneNum03136637053
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP COMMUNICA
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP MEMBERSHI
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OUTREACH
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP PROF DEVE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP ADMINISTR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION IS MADE UP OF GENERAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS HAVE ELECTIONS TO ELECT GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING BODY MAKES FINAL DECISION WITH MEMBER OVERSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 IS PROVIDED TO GOVERNING BODY AND REVIEWED WITH FINANCE PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ON AN ANNUAL BASIS THE ORGANIZATION COMPLETES AN INTERNAL CONTROL AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT COMPENSATE THE GOVERNING BODY OR MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES NOT COMPENSATE THE GOVERNING BODY OR MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST.
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE -
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ReturnHeader/ReturnTs02024-11-15T16:27:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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