Civic Intelligence

Project Management Institute

990EZ • Fiscal year 2018 • EIN 47-0837518

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

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

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

47th percentile

0.00x

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

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

Net Margin

49th percentile

2.2%

Higher net margin than 49% 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.

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

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

Asset Growth

50th percentile

1.9%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$130,882

Up $2,435 (+1.9%) from 2017

Net Assets

Up

$130,882

Up $2,435 (+1.9%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin49th percentile

Revenue

Down

$109,927

Down $46,618 (-30%) from 2017

Expenses

Down

$107,492

Down $28,523 (-21%) from 2017

Net Income

Down

$2,435

Down $18,095 (-88%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th 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: $107,917Net Assets 2016: $107,9172016Assets 2017: $128,447Net Assets 2017: $128,4472017Assets 2018: $130,882Liabilities 2018: $0Net Assets 2018: $130,8822018Assets 2019: $119,398Net Assets 2019: $119,3982019

Highlighted filing

2018

Assets$130,882
Liabilities$0
Net Assets$130,882
Open 2018 Filing

Operations Trend

Revenue Growth11th 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

2018

Revenue$109,927
Expenses$107,492
Net Income$2,435
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Gross Receipts
$109,927
Mission and Program Overview

Mission

Carry on educational and peer group programs

Program Services

DescriptionGrantsExpenses
Educational programs for members-$90,022
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kirk NothelferPresidentPT$0--
Chris CanadaVice PresPT$0--
Marla WynnVice Pres-AdministrationPT$0--
Robert Allen JrVice Pres-FinancePT$0--
Brad PoeckesV P Of ProgramsPT$0--
Ann GreimanV P Of MembershipPT$0--
Leah JacksonV P Of Professional DevelopmentPT$0--
Senthilkumaran RamaiyanV 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
Robert Jr Allen
Title
Treasurer
Phone
4023483268
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Pt V, Line 34

“Name change-see attached”

Form 990EZ, Part I, Line 8

“Miscellaneous 24.”

Form 990EZ, Part I, Line 16

“Program service expenses 90022.”

Form 990EZ, Part I, Line 16

“Web hosting and New IT projects 4336.”

Form 990EZ, Part I, Line 16

“Marketing 6699.”

Form 990EZ, Part I, Line 16

“Bank charges 360.”

Form 990EZ, Part I, Line 16

“Credit card fees 2115.”

Form 990EZ, Part I, Line 16

“Office supplies 490.”

Form 990EZ, Part I, Line 16

“Purchase laptop 1185.”

Form 990EZ, Part I, Line 16

“Postage 120.”

Form 990EZ, Part I, Line 16

“Strategic planning 1267.”

Form 990EZ, Part I, Line 16

“Business registration 698.”

Form 990EZ, Part I, Line 16

“Officer training”

Raw XML Appendix174 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/BOYAmt0128447
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0130882
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02435
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0128447
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0130882
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0109927
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019790
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0128447
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0130882
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0128447
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0130882
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kirk Nothelfer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chris Canada
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marla Wynn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Allen Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brad Poeckes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ann Greiman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Leah Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Senthilkumaran Ramaiyan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Rod Hill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice Pres-Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice Pres-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/OtherExpensesTotalAmt0107292
IRS990EZ/OtherRevenueTotalAmt024
IRS990EZ/PrimaryExemptPurposeTxt0Carry on educational and peer group programs
IRS990EZ/ProgramServiceRevenueAmt090113
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational programs for members
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090022
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107492
IRS990EZ/TotalProgramServiceExpensesAmt090022
IRS990EZ/TotalRevenueAmt0109927
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pmiheartland.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name change-see attached
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program service expenses 90022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Web hosting and New IT projects 4336.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Marketing 6699.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank charges 360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Credit card fees 2115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office supplies 490.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Purchase laptop 1185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Postage 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Strategic planning 1267.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Business registration 698.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Officer training
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Jr Allen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04023483268
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
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/AtSubmissionCreationDeviceId026655598E9458781A272DE347B19FF84DF16B1A0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026655598E9458781A272DE347B19FF84DF16B1A0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.239.180
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:26:00
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
ReturnHeader/ReturnTs02019-05-09T08:26:02-07:00
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
$130,882
Liabilities
$0
Net assets
$130,882
Revenue
$109,927
Expenses
$107,492
Net income
$2,435
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
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$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