Civic Intelligence

Project Management Institute Milwau

990EZ • Fiscal year 2019 • EIN 39-1976787

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 26, 2020

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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-165%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

29th percentile

-7.8%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$354,179

Down $29,883 (-7.8%) from 2018

Net Assets

Down

$354,179

Down $29,883 (-7.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin2nd percentile

Revenue

Up

$18,163

Up $20,789 (+792%) from 2018

Expenses

Down

$48,047

Down $4,445 (-8.5%) from 2018

Net Income

Up

-$29,884

Up $25,234 (+46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2019

Assets$354,179
Liabilities$0
Net Assets$354,179
Open 2019 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

2019

Revenue$18,163
Expenses$48,047
Net Income-$29,884
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 26, 2020
Return Version
2019v5.0
Gross Receipts
$104,638
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-$48,047
PROVIDE FORUMS FOR MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHELLE PFEFFERVP Of Member-$0--
DIVYA KHANNAVP Of Progra-$0--
KAMAL SOANPresident-$0--
DAVID POLLVP Operation-$0--
ELIZABETH TYLERVP Of Outrea-$0--
AL RAHAMANIVP Of Financ-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Professional De$72,415$72,415$86,475$-14,060
Total Events$72,415$72,415$86,475$-14,060
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
Al Rahamani
Title
VP of Finance
Phone
8662390440
Signed
2020-06-26

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 8

“Outreach income 50 total 50”

Form 990-ez, Part I, Line 16

“Expenses advertising 189 monthly chapter meetings 9,569 chpt mtg spkr fees/honorarium 4,000 monthly meetings - breakfast 413 monthly meetings - dinner 450 special events-program mtg 280 rooms & equipment rental 1,250 supplies/prizes/awards 2,078 .study group expenses 680 bank fees 21 payflow paypal fees 2,503 board meeting-meal 4,442 board meeting-misc 2,183 travel - r2 / board 7,043 equip rental & maint 640 postage,shipping,delivery 424 sponsorship contribution 250 business outreach 777 telephone 257 website hosting & admin 7,074 total 44,523”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix130 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/PersonNm0AL RAHAMANI
IRS990EZ/BooksInCareOfDetail/PhoneNum08662390440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03900 W BROWN DEER ROAD STE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0384063
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0354179
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29884
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03524
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0384063
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0354179
IRS990EZ/FundraisingGrossIncomeAmt072415
IRS990EZ/GrossReceiptsAmt0104638
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0343
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027900
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0384063
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0354179
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICHELLE PFEFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIVYA KHANNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAMAL SOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID POLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELIZABETH TYLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AL RAHAMANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF PROGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OPERATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF OUTREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF FINANC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044523
IRS990EZ/OtherRevenueTotalAmt050
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL DEVELOPMENT FOR MEMBERS
IRS990EZ/ProgramServiceRevenueAmt03930
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/ProgramServiceExpensesAmt048047
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt086475
IRS990EZ/SpecialEventsNetIncomeLossAmt0-14060
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048047
IRS990EZ/TotalProgramServiceExpensesAmt048047
IRS990EZ/TotalRevenueAmt018163
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-MILWAUKEE.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt086475
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PROFESSIONAL DE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt072415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072415
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14060
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt086475
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt086475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUTREACH INCOME 50 TOTAL 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 189 MONTHLY CHAPTER MEETINGS 9,569 CHPT MTG SPKR FEES/HONORARIUM 4,000 MONTHLY MEETINGS - BREAKFAST 413 MONTHLY MEETINGS - DINNER 450 SPECIAL EVENTS-PROGRAM MTG 280 ROOMS & EQUIPMENT RENTAL 1,250 SUPPLIES/PRIZES/AWARDS 2,078 .STUDY GROUP EXPENSES 680 BANK FEES 21 PAYFLOW PAYPAL FEES 2,503 BOARD MEETING-MEAL 4,442 BOARD MEETING-MISC 2,183 TRAVEL - R2 / BOARD 7,043 EQUIP RENTAL & MAINT 640 POSTAGE,SHIPPING,DELIVERY 424 SPONSORSHIP CONTRIBUTION 250 BUSINESS OUTREACH 777 TELEPHONE 257 WEBSITE HOSTING & ADMIN 7,074 TOTAL 44,523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE FORUMS FOR MEMBERS, SPONSOR PROFESSIONAL CERTIFICATION PROGRAM FOR PMI, PUBLISH PROJECT MANAGEMENT STANDARDS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AL RAHAMANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08662390440
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-26
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId020121CE6A8C85E6402583536D207A5E7EAD22C34
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.190.118.202
ReturnHeader/FilingSecurityInformation/IPDt02020-07-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:13:56
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/PreparationDt02020-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HABLEWITZ CPA
ReturnHeader/ReturnTs02020-07-06T14:13:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$354,179
Liabilities
$0
Net assets
$354,179
Revenue
$18,163
Expenses
$48,047
Net income
-$29,884
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)6 • <$500k nonprofits