Civic Intelligence

Project Management Institute Milwau

990EZ • Fiscal year 2015 • EIN 39-1976787

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 02, 2016

Organization ProfileWWW.PMI-MILWAUKEE.ORG
3900 W Brown Deer Rd Ste A Pmb252Milwaukee, 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.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

97th percentile

49%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

47th percentile

-0.0%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$389,330

Up $105,678 (+37%) from 2013

Net Assets

Up

$389,330

Up $105,678 (+37%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin97th percentile

Revenue

Down

$103,760

Down $42 (-0.0%) from 2013

Expenses

Up

$53,376

Up $2,493 (+4.9%) from 2013

Net Income

Down

$50,384

Down $2,535 (-4.8%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2015

Assets$389,330
Liabilities$0
Net Assets$389,330
Open 2015 Filing

Operations Trend

Revenue Growth47th 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

2015

Revenue$103,760
Expenses$53,376
Net Income$50,384
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 2, 2016
Return Version
2015v2.1
Gross Receipts
$186,541
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-$53,376
PROVIDE FORUMS FOR MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAUDE SCHERPresident-$0--
DENISE SEAMANPast Preside-$0--
CATHY WINDAUVP- Finance-$0--
BRIAN CARTERVP- Outreach-$0--
TEENA SILVERIOVP-Operation-$0--
GILLIAN LESTER-GEORGEVP Marketing-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Professional De$150,257$150,257$82,781$67,476
Total Events$150,257$150,257$82,781$67,476
Filing and Contact Details

Filer

Filer Name
Project Management Institute Milwau
EIN
39-1976787
Phone
8662390440
Address
3900 W BROWN DEER RD STE A PMB252, MILWAUKEE, WI 53209

Signing Officer

Name
Cathy Windau
Title
VP- Finance
Phone
8662390440
Signed
2016-06-02

Preparer

Firm
Sitzberger Hau & Company Sc
Address
1208 W LAYTON AVE, MILWAUKEE, WI 53221-2433
Preparer
Kevin M Hablewitz CPA
Phone
4142829000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses website hosting and admin 3,090 bod meetings 123 monthly chapter meetings 7,448 chpt mtg spkr fees/honorarium 800 monthly breakfast meetings 1,478 special events-program mtg 11,989 supplies/prizes/awards 68 bank fees 342 paypal fees 4,405 education outreach 250 business outreach 1,303 student chapter 1,487 outreach-other 449 board meeting-meal 574 board meeting-misc 1,684 travel - r2 / board 5,700 equip rental & maint 1,116 postage,shipping,delivery 300 software & other assets 2,240 telephone 149 miscellaneous 274 study group expense 709 paypal discrepancies 3,715 total 49,693”

Form 990-ez, Part II, Line 24

“Other loans 4,178 0 total 4,178 0”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix125 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/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0MILWUAKEE
IRS990EZ/BooksInCareOfDetail/PhoneNum08662390440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03900 W BROWN DEER RD STE A PMB252
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0334768
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IRS990EZ/ExcessOrDeficitForYearAmt050384
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03683
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0150257
IRS990EZ/GrossReceiptsAmt0186541
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0143
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026425
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0338946
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0389330
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLAUDE SCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENISE SEAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHY WINDAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TEENA SILVERIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GILLIAN LESTER-GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP- FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP- OUTREACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-OPERATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MARKETING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04178
IRS990EZ/OtherExpensesTotalAmt049693
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL DEVELOPMENT FOR MEMBERS
IRS990EZ/ProgramServiceRevenueAmt09716
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053376
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt067476
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053376
IRS990EZ/TotalProgramServiceExpensesAmt053376
IRS990EZ/TotalRevenueAmt0103760
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-MILWAUKEE.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt082781
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PROFESSIONAL DE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0150257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0150257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0150257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0150257
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt067476
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt082781
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt082781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE HOSTING AND ADMIN 3,090 BOD MEETINGS 123 MONTHLY CHAPTER MEETINGS 7,448 CHPT MTG SPKR FEES/HONORARIUM 800 MONTHLY BREAKFAST MEETINGS 1,478 SPECIAL EVENTS-PROGRAM MTG 11,989 SUPPLIES/PRIZES/AWARDS 68 BANK FEES 342 PAYPAL FEES 4,405 EDUCATION OUTREACH 250 BUSINESS OUTREACH 1,303 STUDENT CHAPTER 1,487 OUTREACH-OTHER 449 BOARD MEETING-MEAL 574 BOARD MEETING-MISC 1,684 TRAVEL - R2 / BOARD 5,700 EQUIP RENTAL & MAINT 1,116 POSTAGE,SHIPPING,DELIVERY 300 SOFTWARE & OTHER ASSETS 2,240 TELEPHONE 149 MISCELLANEOUS 274 STUDY GROUP EXPENSE 709 PAYPAL DISCREPANCIES 3,715 TOTAL 49,693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER LOANS 4,178 0 TOTAL 4,178 0
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY WINDAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP- FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08662390440
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE MILWAU
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOUTHEAST WISCONSIN CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0391976787
ReturnHeader/Filer/PhoneNum08662390440
ReturnHeader/Filer/USAddress/AddressLine1Txt03900 W BROWN DEER RD STE A PMB252
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391777761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SITZBERGER HAU & COMPANY SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01208 W LAYTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532212433
ReturnHeader/PreparerPersonGrp/PhoneNum04142829000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HABLEWITZ CPA
ReturnHeader/ReturnTs02016-06-13T09:19:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$389,330
Liabilities
$0
Net assets
$389,330
Revenue
$103,760
Expenses
$53,376
Net income
$50,384
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