Civic Intelligence

Project Management Institute

990EZ • Fiscal year 2016 • EIN 47-0837518

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 21, 2017

Organization Profilewww.pmiheartland.org
P O Box 6025Omaha, NE 68106-0025

(402) 348-3268

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

34th percentile

-3.0%

Higher net margin than 34% 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

38th percentile

-2.9%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

21st percentile

-15%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$107,917

Down $3,229 (-2.9%) from 2015

Net Assets

Down

$107,917

Down $3,229 (-2.9%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin34th percentile

Revenue

Down

$108,371

Down $19,636 (-15%) from 2015

Expenses

Up

$111,600

Up $13,830 (+14%) from 2015

Net Income

Down

-$3,229

Down $33,466 (-111%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$150K$100K$50K$0Assets 2011: $96,516Liabilities 2011: $02011Assets 2012: $90,758Liabilities 2012: $02012Assets 2013: $67,533Net Assets 2013: $67,5332013Assets 2014: $80,909Liabilities 2014: $02014Assets 2015: $111,146Net Assets 2015: $111,1462015Assets 2016: $107,917Liabilities 2016: $0Net Assets 2016: $107,9172016Assets 2017: $128,447Net Assets 2017: $128,4472017Assets 2018: $130,882Net Assets 2018: $130,8822018Assets 2019: $119,398Net Assets 2019: $119,3982019

Highlighted filing

2016

Assets$107,917
Liabilities$0
Net Assets$107,917
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $52,283Expenses 2011: $49,741Net Income 2011: $2,5422011Revenue 2012: $64,383Expenses 2012: $70,141Net Income 2012: -$5,7582012Revenue 2013: $64,312Expenses 2013: $87,537Net Income 2013: -$23,2252013Revenue 2014: $98,306Expenses 2014: $84,930Net Income 2014: $13,3762014Revenue 2015: $128,007Expenses 2015: $97,770Net Income 2015: $30,2372015Revenue 2016: $108,371Expenses 2016: $111,600Net Income 2016: -$3,2292016Revenue 2017: $156,545Expenses 2017: $136,015Net Income 2017: $20,5302017Revenue 2018: $109,927Expenses 2018: $107,492Net Income 2018: $2,4352018Revenue 2019: $97,689Expenses 2019: $109,173Net Income 2019: -$11,4842019

Highlighted filing

2016

Revenue$108,371
Expenses$111,600
Net Income-$3,229
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 21, 2017
Return Version
2016v3.0
Gross Receipts
$108,371
Mission and Program Overview

Mission

Carry on educational and peer group programs

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS FOR MEMBERS-$98,481
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROD HILLPresidentPT$0--
BRANDON RINCKVice PresPT$0--
MARLA WYNNSecretaryPT$0--
JAMES SCHUELEVP FinancePT$0--
NORA EWELSV P Of ProgramsPT$0--
CHERYL FITZGERALDV P Of MembershipPT$0--
KIRK NOTHELFERV P Of Professional DevelopmentPT$0--
BRAD POECKESV P Of CommunicationsPT$0--
ROD HILLPast PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
PMI Heartland NebraskaIowa Chapter Inc
EIN
47-0837518
Phone
4023483268
Address
P O Box 6025, Omaha, NE 68106-0025

Signing Officer

Name
Jim Schuele
Title
Treasurer
Phone
4023483268
Signed
2017-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Joyce Swanson CPA
Address
6715 Grover Street, Omaha, NE 68106-3611
Preparer
Joyce Swanson CPA
Phone
4023902722
Supplemental Narrative

Additional Explanations

Pt V, Line 34

“Name change-see attached”

Form 990EZ, Part I, Line 8

“Sponsorships and advertising”

Form 990EZ, Part I, Line 16

“Program service expenses 98481.”

Form 990EZ, Part I, Line 16

“Web hosting and New IT projects 4982.”

Form 990EZ, Part I, Line 16

“P O Box 102.”

Form 990EZ, Part I, Line 16

“Bank charges 60.”

Form 990EZ, Part I, Line 16

“Credit card fees 360.”

Form 990EZ, Part I, Line 16

“Software license 414.”

Form 990EZ, Part I, Line 16

“Marketing and communications expense 3506.”

Form 990EZ, Part I, Line 16

“Membership expense 2522.”

Form 990EZ, Part I, Line 16

“Tax exempt renewal fee 22.”

Form 990EZ, Part I, Line 16

“Paypal fees 181.”

Form 990EZ, Part I, Line 16

“Miscellaneous”

Raw XML Appendix155 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/PersonNm0JIM SCHUELE
IRS990EZ/BooksInCareOfDetail/PhoneNum04028133787
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 6025
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Omaha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0681060025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111146
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107917
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3229
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111146
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107917
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0108371
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020440
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111146
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107917
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111146
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107917
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROD HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRANDON RINCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARLA WYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES SCHUELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NORA EWELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHERYL FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KIRK NOTHELFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRAD POECKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROD HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V P of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5V P of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6V P of Professional Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7V P of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Past president
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0110630
IRS990EZ/PrimaryExemptPurposeTxt0Carry on educational and peer group programs
IRS990EZ/PrintingPublicationsPostageAmt0770
IRS990EZ/ProgramServiceRevenueAmt087900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt098481
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111600
IRS990EZ/TotalProgramServiceExpensesAmt098481
IRS990EZ/TotalRevenueAmt0108371
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pmiheartland.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name change-see attached
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sponsorships and advertising
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program service expenses 98481.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Web hosting and New IT projects 4982.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4P O Box 102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank charges 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Credit card fees 360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Software license 414.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Marketing and communications expense 3506.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership expense 2522.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Tax exempt renewal fee 22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Paypal fees 181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miscellaneous
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM SCHUELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04023483268
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMI Heartland NebraskaIowa Chapter Inc
ReturnHeader/Filer/BusinessNameControlTxt0PMIH
ReturnHeader/Filer/EIN0470837518
ReturnHeader/Filer/PhoneNum04023483268
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 6025
ReturnHeader/Filer/USAddress/CityNm0Omaha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0681060025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A4EE504BB0CCB4C88F7BE36689DC3C3A1B453043
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4EE504BB0CCB4C88F7BE36689DC3C3A1B453043
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.239.180
ReturnHeader/FilingSecurityInformation/IPDt02017-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:26:47
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joyce Swanson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06715 Grover Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Omaha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681063611
ReturnHeader/PreparerPersonGrp/PhoneNum04023902722
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOYCE SWANSON CPA
ReturnHeader/ReturnTs02017-04-26T07:27:07-07:00
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
$107,917
Liabilities
$0
Net assets
$107,917
Revenue
$108,371
Expenses
$111,600
Net income
-$3,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$1.19$0.98$1.09$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$1.31$1.10$1.07$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$1.28$1.57$1.36$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.08$1.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.28$0.98$0.30
2014Summary only. Only limited summary data is available for this year.$0.81$0.00$0.98$0.85$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.64$0.88$0.23
2012Summary only. Only limited summary data is available for this year.$0.91$0.00$0.64$0.70$0.06
2011Summary only. Only limited summary data is available for this year.$0.97$0.00$0.52$0.50$0.03