Civic Intelligence

Project Management Institute Milwau

990EZ • Fiscal year 2016 • EIN 39-1976787

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

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

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

87th percentile

23%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$406,578

Up $17,248 (+4.4%) from 2015

Net Assets

Up

$406,578

Up $17,248 (+4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin87th percentile

Revenue

Down

$73,416

Down $30,344 (-29%) from 2015

Expenses

Up

$56,171

Up $2,795 (+5.2%) from 2015

Net Income

Down

$17,245

Down $33,139 (-66%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2016

Assets$406,578
Liabilities$0
Net Assets$406,578
Open 2016 Filing

Operations Trend

Revenue Growth11th 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

2016

Revenue$73,416
Expenses$56,171
Net Income$17,245
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$159,890
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-$56,171
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
DENISE SEAMANDirector At-$0--
CLAUDE SCHERPast Preside-$0--
BECKY WENDRICKSPresident-$0--
CATHY WINDAUVP- Finance-$0--
TEENA SILVERIOVP-Operation-$0--
ANNALIZA VILLEGASVP- Outreach-$0--
KAMAL SOANVP Marketing-$0--
DIANE CURTISPresident El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Professional De$123,184$123,184$86,474$36,710
Total Events$123,184$123,184$86,474$36,710
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
2017-05-09

Preparer

Firm
Sitzberger Hau & Company Sc
Address
14640 W GREENFIELD AVE STE 200, BROOKFIELD, WI 53005-7065
Preparer
Kevin M Hablewitz CPA
Phone
2628601724
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses website hosting and admin 5,715 bod meetings 341 monthly chapter meetings 14,297 chpt mtg spkr fees/honorarium 3,761 monthly breakfast meetings 2,363 special events-program mtg 4,786 supplies/prizes/awards 1,350 bank fees 583 paypal fees 5,004 finance - other 300 student chapter 491 board meeting - hotel 487 board meeting-meal 416 board meeting-misc 1,898 board meeting-strat plan 141 board meeting-other 352 travel - r2 / board 4,631 equip rental & maint 1,253 postage,shipping,delivery 300 software & other assets 2,396 operational-other 81 study group expense 478 marketing & communication 479 support expenses-other 1,164 interest income variance 219 total 53,286”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix131 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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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/BOYAmt0389333
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt017245
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0123184
IRS990EZ/GrossReceiptsAmt0159890
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0159
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027225
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0389333
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0406578
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0406578
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENISE SEAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLAUDE SCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY WENDRICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHY WINDAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TEENA SILVERIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNALIZA VILLEGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAMAL SOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIANE CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP- FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-OPERATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP- OUTREACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053286
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL DEVELOPMENT FOR MEMBERS
IRS990EZ/ProgramServiceRevenueAmt09322
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056171
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt056171
IRS990EZ/TotalRevenueAmt073416
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-MILWAUKEE.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt086474
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PROFESSIONAL DE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0123184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0123184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0123184
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036710
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt086474
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt086474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE HOSTING AND ADMIN 5,715 BOD MEETINGS 341 MONTHLY CHAPTER MEETINGS 14,297 CHPT MTG SPKR FEES/HONORARIUM 3,761 MONTHLY BREAKFAST MEETINGS 2,363 SPECIAL EVENTS-PROGRAM MTG 4,786 SUPPLIES/PRIZES/AWARDS 1,350 BANK FEES 583 PAYPAL FEES 5,004 FINANCE - OTHER 300 STUDENT CHAPTER 491 BOARD MEETING - HOTEL 487 BOARD MEETING-MEAL 416 BOARD MEETING-MISC 1,898 BOARD MEETING-STRAT PLAN 141 BOARD MEETING-OTHER 352 TRAVEL - R2 / BOARD 4,631 EQUIP RENTAL & MAINT 1,253 POSTAGE,SHIPPING,DELIVERY 300 SOFTWARE & OTHER ASSETS 2,396 OPERATIONAL-OTHER 81 STUDY GROUP EXPENSE 478 MARKETING & COMMUNICATION 479 SUPPORT EXPENSES-OTHER 1,164 INTEREST INCOME VARIANCE 219 TOTAL 53,286
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/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08662390440
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE MILWAU
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ReturnHeader/Filer/BusinessNameControlTxt0PROJ
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ReturnHeader/Filer/PhoneNum08662390440
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391777761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SITZBERGER HAU & COMPANY SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014640 W GREENFIELD AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530057065
ReturnHeader/PreparerPersonGrp/PhoneNum02628601724
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HABLEWITZ CPA
ReturnHeader/ReturnTs02017-05-12T14:16:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$406,578
Liabilities
$0
Net assets
$406,578
Revenue
$73,416
Expenses
$56,171
Net income
$17,245
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