Civic Intelligence

Project Management Institute Milwau

990EZ • Fiscal year 2018 • EIN 39-1976787

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

100th percentile

2099%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$384,062

Down $55,120 (-13%) from 2017

Net Assets

Down

$384,062

Down $55,120 (-13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,626

Down $92,775 (-103%) from 2017

Expenses

Down

$52,492

Down $5,055 (-8.8%) from 2017

Net Income

Down

-$55,118

Down $87,720 (-269%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2018

Assets$384,062
Liabilities$0
Net Assets$384,062
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue-$2,626
Expenses$52,492
Net Income-$55,118
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Gross Receipts
$128,164
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-$52,492
PROVIDE FORUMS FOR MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH TYLERVP Of Outrea-$0--
BECKY WENDRICKSPast Preside-$0--
CATHY WINDAUVP- Finance-$0--
KAMAL SOANPresident El-$0--
DIANE CURTISPresident-$0--
DAVID POLLVP Operation-$0--
GILLIAN LESTER-GEORGEVP Of Market-$0--
DIVYA KHANNAVP Of Progra-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Professional De$95,431$95,431$130,790$-35,359
Total Events$95,431$95,431$130,790$-35,359
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
2019-05-03

Preparer

Firm
Sitzberger & Company Sc
Address
611 N BARKER ROAD SUITE 200, BROOKFIELD, WI 53045
Preparer
Kevin M Hablewitz CPA
Phone
2628601724
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 569 monthly chapter meetings 10,934 chpt mtg spkr fees/honorarium 4,000 monthly breakfast meetings 731 special events-program mtg 3,116 bank fees 21 paypal fees 3,425 board meeting-meal 3,045 board meeting-misc 718 travel - r2 / board 8,644 equip rental & maint 787 postage,shipping,delivery 324 sponsorship contribution 773 boad meeting-registration 200 education outreach 2,338 telephone 250 website hosting & admin 8,537 bod mtgs/meals/committees 401 total 48,813”

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
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/BOYAmt0439180
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0384062
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-55118
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03679
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0439180
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0384062
IRS990EZ/FundraisingGrossIncomeAmt095431
IRS990EZ/GrossReceiptsAmt0128164
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0359
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027950
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0439180
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0384062
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0439180
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0384062
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/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH TYLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BECKY WENDRICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHY WINDAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAMAL SOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANE CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID POLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GILLIAN LESTER-GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIVYA KHANNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP OF OUTREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP- FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OPERATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF MARKET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF PROGRA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048813
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL DEVELOPMENT FOR MEMBERS
IRS990EZ/ProgramServiceRevenueAmt04424
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/ProgramServiceExpensesAmt052492
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0130790
IRS990EZ/SpecialEventsNetIncomeLossAmt0-35359
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052492
IRS990EZ/TotalProgramServiceExpensesAmt052492
IRS990EZ/TotalRevenueAmt0-2626
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-MILWAUKEE.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0130790
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PROFESSIONAL DE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt095431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt095431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt095431
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-35359
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0130790
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0130790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 569 MONTHLY CHAPTER MEETINGS 10,934 CHPT MTG SPKR FEES/HONORARIUM 4,000 MONTHLY BREAKFAST MEETINGS 731 SPECIAL EVENTS-PROGRAM MTG 3,116 BANK FEES 21 PAYPAL FEES 3,425 BOARD MEETING-MEAL 3,045 BOARD MEETING-MISC 718 TRAVEL - R2 / BOARD 8,644 EQUIP RENTAL & MAINT 787 POSTAGE,SHIPPING,DELIVERY 324 SPONSORSHIP CONTRIBUTION 773 BOAD MEETING-REGISTRATION 200 EDUCATION OUTREACH 2,338 TELEPHONE 250 WEBSITE HOSTING & ADMIN 8,537 BOD MTGS/MEALS/COMMITTEES 401 TOTAL 48,813
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY WINDAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP- FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08662390440
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01844800356766DA011681ACB8A2DD613C75F49CD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.190.118.202
ReturnHeader/FilingSecurityInformation/IPDt02019-05-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:07:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391777761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SITZBERGER & COMPANY SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0611 N BARKER ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053045
ReturnHeader/PreparerPersonGrp/PhoneNum02628601724
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HABLEWITZ CPA
ReturnHeader/ReturnTs02019-05-22T13:07:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,062
Liabilities
$0
Net assets
$384,062
Revenue
-$2,626
Expenses
$52,492
Net income
-$55,118
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