Civic Intelligence

Project Management Institute Milwau

EIN 39-1976787 • 501(c)6 • Brookfield, WI

Profile

Professional development for members

17145 W Bluemound Rd Suite J-278Brookfield, WI 53005

www.pmi-milwaukee.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

22nd percentile

-20%

Higher net margin than 22% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-1.1%

Faster asset growth than 50% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-40%

Faster revenue growth than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$315,389

Down $3,437 (-1.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$315,389

Down $3,437 (-1.1%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$16,940

Down $11,135 (-40%) from 2023

Expenses

Down

$20,377

Down $6,345 (-24%) from 2023

Net Income

Down

-$3,437

Down $4,790 (-354%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2011: $167,464Net Assets 2011: $167,4642011Assets 2012: $230,733Net Assets 2012: $230,7332012Assets 2013: $283,652Liabilities 2013: $0Net Assets 2013: $283,6522013Assets 2015: $389,330Liabilities 2015: $0Net Assets 2015: $389,3302015Assets 2016: $406,578Liabilities 2016: $0Net Assets 2016: $406,5782016Assets 2017: $439,182Liabilities 2017: $0Net Assets 2017: $439,1822017Assets 2018: $384,062Liabilities 2018: $0Net Assets 2018: $384,0622018Assets 2019: $354,179Liabilities 2019: $0Net Assets 2019: $354,1792019Assets 2020: $361,315Liabilities 2020: $0Net Assets 2020: $361,8172020Assets 2021: $364,915Liabilities 2021: $0Net Assets 2021: $364,9152021Assets 2022: $317,473Liabilities 2022: $0Net Assets 2022: $317,4732022Assets 2023: $318,826Liabilities 2023: $0Net Assets 2023: $318,8262023Assets 2024: $315,389Net Assets 2024: $315,3892024

Highlighted filing

2024

Assets$315,389
Liabilities-
Net Assets$315,389
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $87,837Expenses 2011: $56,354Net Income 2011: $31,4832011Revenue 2012: $122,977Expenses 2012: $59,708Net Income 2012: $63,2692012Revenue 2013: $103,802Expenses 2013: $50,883Net Income 2013: $52,9192013Revenue 2015: $103,760Expenses 2015: $53,376Net Income 2015: $50,3842015Revenue 2016: $73,416Expenses 2016: $56,171Net Income 2016: $17,2452016Revenue 2017: $90,149Expenses 2017: $57,547Net Income 2017: $32,6022017Revenue 2018: -$2,626Expenses 2018: $52,492Net Income 2018: -$55,1182018Revenue 2019: $18,163Expenses 2019: $48,047Net Income 2019: -$29,8842019Revenue 2020: $16,828Expenses 2020: $13,336Net Income 2020: $3,4922020Revenue 2021: $27,702Expenses 2021: $19,957Net Income 2021: $7,7452021Revenue 2022: -$8,990Expenses 2022: $38,451Net Income 2022: -$47,4412022Revenue 2023: $28,075Expenses 2023: $26,722Net Income 2023: $1,3532023Revenue 2024: $16,940Expenses 2024: $20,377Net Income 2024: -$3,4372024

Highlighted filing

2024

Revenue$16,940
Expenses$20,377
Net Income-$3,437
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$315,389
Liabilities
-
Net assets
$315,389
Revenue
$16,940
Expenses
$20,377
Net income
-$3,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.15$3.15$0.17$0.20$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.28$0.27$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.09$0.38$0.47
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.28$0.20$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.62$0.17$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.18$0.48$0.30
2018Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.03$0.52$0.55
2017Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.90$0.58$0.33
2016Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.73$0.56$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$1.04$0.53$0.50
2013Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$1.04$0.51$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$2.31$1.23$0.60$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$1.67$0.88$0.56$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Gross Receipts
$73,821
Mission and Program Overview

Mission

Professional development for members

Program Services

DescriptionGrantsExpenses
PROVIDE FORUMS FOR OVER 1,000 MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS-$20,377
PROVIDE FORUMS FOR MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAUDE SCHERPresident-$0--
DAVID CLAUSENVP Of Financ-$0--
AKEEM ALAKAVP Of Commun-$0--
JENNY GROSSCHADLVP Of Volunt-$0--
NATARAJAN PADMANABHANVP Of Progra-$0--
VIJU GEORGEVP Of Operat-$0--
KYLE MCCALLPast Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Professional De$42,675$42,675$56,881$-14,206
Total Events$42,675$42,675$56,881$-14,206
Filing and Contact Details

Filer

Filer Name
Project Management Institute Milwau
EIN
39-1976787
Phone
4148778533
Address
17145 W BLUEMOUND RD SUITE J-278, BROOKFIELD, WI 53005

Signing Officer

Name
Claude Scher
Title
President
Phone
8662390440
Signed
2025-05-09

Preparer

Firm
Lucida Advisors LLC
Address
20633 WATERTOWN COURT, BROOKFIELD, WI 53186
Preparer
Kevin M Hablewitz CPA
Phone
2628601724
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses information technology 7,134 travel 872 conferences & meetings 4,500 other program service exp 4,323 total 16,829”

Form 990-ez, Part III, Line 31

“Provide forums for members, sponsor professional certification program for pmi, publish project management standards”

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID CLAUSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum04148778533
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017145 W BLUEMOUND ROAD SUITE J-27
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BROOKFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053005
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0318826
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0315389
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3437
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03289
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0318826
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0315389
IRS990EZ/FundraisingGrossIncomeAmt042675
IRS990EZ/GrossReceiptsAmt073821
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0420
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025676
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0318826
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0315389
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0318826
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0315389
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLAUDE SCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID CLAUSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AKEEM ALAKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNY GROSSCHADL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NATARAJAN PADMANABHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VIJU GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KYLE MCCALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF FINANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF VOLUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF PROGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF OPERAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016829
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL DEVELOPMENT FOR MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt0259
IRS990EZ/ProgramServiceRevenueAmt05050
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FORUMS FOR OVER 1,000 MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FORUMS FOR MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020377
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt056881
IRS990EZ/SpecialEventsNetIncomeLossAmt0-14206
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020377
IRS990EZ/TotalProgramServiceExpensesAmt020377
IRS990EZ/TotalRevenueAmt016940
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-MILWAUKEE.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056881
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PROFESSIONAL DE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042675
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14206
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt056881
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt056881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INFORMATION TECHNOLOGY 7,134 TRAVEL 872 CONFERENCES & MEETINGS 4,500 OTHER PROGRAM SERVICE EXP 4,323 TOTAL 16,829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE FORUMS FOR MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAUDE SCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08662390440
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE MILWAU
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOUTHEAST WISCONSIN CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0391976787
ReturnHeader/Filer/PhoneNum04148778533
ReturnHeader/Filer/USAddress/AddressLine1Txt017145 W BLUEMOUND RD SUITE J-278
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCIDA ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020633 WATERTOWN COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02628601724
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HABLEWITZ CPA
ReturnHeader/ReturnTs02025-05-15T10:13:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.