Civic Intelligence

Project Management Institute Milwau

990EZ • Fiscal year 2013 • EIN 39-1976787

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 17, 2014

Organization ProfileWWW.PMI-MILWAUKEE.ORG
3900 W Brown Deer Rd Ste A Pmb252Sussex, WI 53209

(866) 239-0440

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

97th percentile

51%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$283,652

Up $52,919 (+23%) from 2012

Net Assets

Up

$283,652

Up $52,919 (+23%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin97th percentile

Revenue

Down

$103,802

Down $19,175 (-16%) from 2012

Expenses

Down

$50,883

Down $8,825 (-15%) from 2012

Net Income

Down

$52,919

Down $10,350 (-16%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$283,652
Liabilities$0
Net Assets$283,652
Open 2013 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$103,802
Expenses$50,883
Net Income$52,919
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 17, 2014
Return Version
2013v3.1
Gross Receipts
$161,447
Mission and Program Overview

Mission

Professional development for members

Program Services

DescriptionGrantsExpenses
PROVIDE FORUMS FOR MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS--
PROVIDE FORUMS FOR MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER REINKEPast Preside-$0--
LOKESH WULUVARANAVP- Advancem-$0--
CLAUDE SCHERPresident-El-$0--
GILLIAN LESTER-GEORGEVP Marketing-$0--
DENISE SEAMANPresident-$0--
BRIAN CARTERVP- Outreach-$0--
TEENA SILVERIOVP-Operation-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$107,258$107,258$57,645$49,613
Total Events$107,258$107,258$57,645$49,613
Filing and Contact Details

Filer

EIN
39-1976787
Phone
8662390440

Signing Officer

Name
Jennifer Reinke
Title
President
Phone
8662390440
Signed
2014-07-17

Preparer

Preparer
Kevin M Hablewitz CPA
Phone
2628601724
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and marketing 3,493 website hosting and admin 315 bod meetings 1,230 monthly chapter meetings 19,899 chpt mtg spkr fees/honorarium 874 monthly breakfast meetings 1,374 special events-program mtg 7,457 supplies/prizes/awards 445 advancement 11 bank fees 272 paypal fees 3,966 sponsorshp cont-other org 250 business outreach 322 board meeting-meal 246 board meeting-misc 417 board meeting-reg fees 510 board meeting-strat plan 14 equip rental & maint 963 gifts 1,540 postage,shipping,delivery 409 software & other assets 829 telephone 477 rounding 1 total 45,314”

Form 990-ez, Part II, Line 24

“Other loans 3,000 4,178 total 3,000 4,178”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix136 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JENNIFER REINKE
CompensationExplanation/CompensationExplanationGrp/PersonNm1LOKESH WULUVARANA
CompensationExplanation/CompensationExplanationGrp/PersonNm2CLAUDE SCHER
CompensationExplanation/CompensationExplanationGrp/PersonNm3GILLIAN LESTERGEORGE
CompensationExplanation/CompensationExplanationGrp/PersonNm4DENISE SEAMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5BRIAN CARTER
CompensationExplanation/CompensationExplanationGrp/PersonNm6TEENA SILVERIO
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10PROJECT MANAGEMENT INSTITUTE
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine20MILWUAKEE
IRS990EZ/BooksInCareOfDetail/PhoneNum08662390440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103900 W BROWN DEER RD STE A PMB252
IRS990EZ/BooksInCareOfDetail/USAddress/City0MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0227733
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0279474
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt052919
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04791
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0230733
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0283652
IRS990EZ/FundraisingGrossIncomeAmt0107258
IRS990EZ/GrossReceiptsAmt0161447
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0143
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024525
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0230733
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0283652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0230733
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0283652
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/PersonNm0JENNIFER REINKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOKESH WULUVARANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAUDE SCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GILLIAN LESTER-GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENISE SEAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TEENA SILVERIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP- ADVANCEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP- OUTREACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP-OPERATION
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04178
IRS990EZ/OtherExpensesTotalAmt045314
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL DEVELOPMENT FOR MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt0778
IRS990EZ/ProgramServiceRevenueAmt029521
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FORUMS FOR 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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt057645
IRS990EZ/SpecialEventsNetIncomeLossAmt049613
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050883
IRS990EZ/TotalRevenueAmt0103802
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-MILWAUKEE.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0107258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0107258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0107258
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0PROFESSIONAL DE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049613
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057645
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt057645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND MARKETING 3,493 WEBSITE HOSTING AND ADMIN 315 BOD MEETINGS 1,230 MONTHLY CHAPTER MEETINGS 19,899 CHPT MTG SPKR FEES/HONORARIUM 874 MONTHLY BREAKFAST MEETINGS 1,374 SPECIAL EVENTS-PROGRAM MTG 7,457 SUPPLIES/PRIZES/AWARDS 445 ADVANCEMENT 11 BANK FEES 272 PAYPAL FEES 3,966 SPONSORSHP CONT-OTHER ORG 250 BUSINESS OUTREACH 322 BOARD MEETING-MEAL 246 BOARD MEETING-MISC 417 BOARD MEETING-REG FEES 510 BOARD MEETING-STRAT PLAN 14 EQUIP RENTAL & MAINT 963 GIFTS 1,540 POSTAGE,SHIPPING,DELIVERY 409 SOFTWARE & OTHER ASSETS 829 TELEPHONE 477 ROUNDING 1 TOTAL 45,314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER LOANS 3,000 4,178 TOTAL 3,000 4,178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE 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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER REINKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08662390440
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10PROJECT MANAGEMENT INSTITUTE MILWAU
ReturnHeader/Filer/BusinessName/BusinessNameLine20SOUTHEAST WISCONSIN CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0391976787
ReturnHeader/Filer/PhoneNum08662390440
ReturnHeader/Filer/USAddress/AddressLine103900 W BROWN DEER RD STE A PMB252
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391777761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SITZBERGER HAU & COMPANY SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1014640 W GREENFIELD AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0530057065
ReturnHeader/PreparerPersonGrp/PhoneNum02628601724
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HABLEWITZ CPA
ReturnHeader/ReturnTs02014-08-11T16:47:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$283,652
Liabilities
$0
Net assets
$283,652
Revenue
$103,802
Expenses
$50,883
Net income
$52,919
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