Civic Intelligence

Project Management Institute

990EZ • Fiscal year 2016 • EIN 52-2255880

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

PO Box 101California, MD 20619-0101

(301) 520-8406

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$61,183

No earlier filing loaded for comparison.

Net Assets

$61,183

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$75,802

No earlier filing loaded for comparison.

Expenses

$58,309

No earlier filing loaded for comparison.

Net Income

$17,493

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $61,183Net Assets 2016: $61,1832016Assets 2017: $62,023Net Assets 2017: $62,0232017Assets 2018: $55,631Net Assets 2018: $55,6312018Assets 2019: $50,631Net Assets 2019: $50,6312019Assets 2020: $58,166Net Assets 2020: $58,1662020Assets 2021: $68,601Liabilities 2021: $5,790Net Assets 2021: $62,8112021Assets 2022: $74,963Liabilities 2022: $218Net Assets 2022: $74,7452022Assets 2023: $82,815Liabilities 2023: $230Net Assets 2023: $82,5852023Assets 2024: $107,728Liabilities 2024: $235Net Assets 2024: $107,4932024

Highlighted filing

2016

Assets$61,183
Liabilities-
Net Assets$61,183

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $75,802Expenses 2016: $58,309Net Income 2016: $17,4932016Revenue 2017: $104,762Expenses 2017: $103,922Net Income 2017: $8402017Revenue 2018: $104,411Expenses 2018: $110,803Net Income 2018: -$6,3922018Revenue 2019: $56,787Expenses 2019: $61,788Net Income 2019: -$5,0012019Revenue 2020: $19,591Expenses 2020: $12,056Net Income 2020: $7,5352020Revenue 2021: $18,153Expenses 2021: $13,508Net Income 2021: $4,6452021Revenue 2022: $30,149Expenses 2022: $18,215Net Income 2022: $11,9342022Revenue 2023: $31,938Expenses 2023: $24,098Net Income 2023: $7,8402023Revenue 2024: $36,131Expenses 2024: $11,224Net Income 2024: $24,9072024

Highlighted filing

2016

Revenue$75,802
Expenses$58,309
Net Income$17,493
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$82,671
Mission and Program Overview

Mission

To advance the practice, science and profession of project management in a conscious and proactive manner.

Program Services

DescriptionGrantsExpenses
CHAPTER MEMBERSHIP: THE ORGANIZATION PROVIDES SERVICES TO PMI GLOBAL MEMBERS THROUGH THE LOCAL CHAPTER. THE MISSION OF THE LOCAL SOUTHERN MARYLAND CHAPTER IS TO PROVIDE PROFESSIONAL DEVELOPMENT UNITS (PDUS) TO CURRENT MEMBERS. TWENTY PDUS ARE REQUIRED PER YEAR, SIXTY PER THREE-YEAR CYCLE, TO MAINTAIN THE PROJECT MANAGEMENT PROFESSIONAL (PMP) CERTIFICATION. THE LOCAL CHAPTER PROVIDES SERICES TO MEMBERS OF THE LOCAL CHAPTER. AS OF 1/1/2016, THE PMI SOUTHERN MARYLAND CHAPTER HAD 379 MEMBERS; AS OF 12/31/2016, THE MEMBERSHIPS WERE 522. THE ACCOMPLISHMENT IN THE PROGRAM SERVICE AREA OF CHAPTER MEMBERSHIP WAS GROWTH OF APPROXIMATELY 38% IN 2016.--
EDUCATIONAL OFFERINGS: THE CHAPTER PROVIDES EDUCATIONAL OFFERINGS TO INCLUDE PROFESSIONAL CERTIFICATION PREPARATORY CLASSES, EDUCATIONAL LUNCHEON AND EVENING SPEAKERS, AND FULL-DAY PROFESSIONAL DEVELOPMENT EVENTS TO ITS MEMBERS. IN 2016, THE CHAPTER HELD 22 EVENTS; AND INCREASE OF APPROXIMATELY 25% OVER 2015.--
CONTINUING EDUCATION SCHOLARSHIPS: THE PMI SOUTHERN MARYLAND CHAPTER AWARDS SCHOLARSHIPS FOR CONTINUING EDUCATION TO ITS MEMBERSHIP. IN 2016, THE CHAPTER AWARDED 1,000 IN SCHOLARSHIPS FOR CONTINUING EDUCATION COSTS TO APPLICANTS. SCHOLARSHIPS ARE AWARDED IN INCREMENTS OF 250 PER APPROVED APPLICATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIC BALASIPresident/CePT$0--
BRENDA VANDEGRIFTVice PresidePT$0--
LENISE SMITH-WALTERSAsst. VP/COO-$0--
PAUL SCHENDELPast Preside-$0--
PATRICIA DOUGLASSVP-Finance-$0--
STEPHANIE MILLERAsst. VP-Fin-$0--
SONYA SCHOENSecretary/CA-$0--
LYNN THOMASSecretary/CA-$0--
DON BOUCHARDVP-Membershi-$0--
JEFF YELLETSVP/Asstvp-Me-$0--
CHRIS CUNNINGAsst. VP-Mem-$0--
MIKE TEDFORDMember At La-$0--
JOE DZIEWITMbr At Lge/C-$0--
STEPHANIE MURPHYMember At La-$0--
MARK STONEMember At La-$0--
TODD PETITTMember At La-$0--
MITCH BAUMANMember At La-$0--
TERRI CALLDir.-Comm/We-$0--
CHRISTINE WYATTDir.-Volunte-$0--
CHUCK IRVINDir.-Educati-$0--
KRIS RUDOWSKIDir.-Program-$0--
RHONDA WILLIAMSDir.-Program-$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
52-2255880
Phone
3015208406
Address
PO BOX 101, CALIFORNIA, MD 20619-0101

Signing Officer

Name
Jeff Yellets
Title
VP/asstvp-membership
Phone
3018626558
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Askey Askey & Associates CPA LLC
Address
PO BOX 662, LEONARDTOWN, MD 20650-0662
Preparer
Catherine a Askey
Phone
3014755671
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses marketing & branding 3,710 office expenses 669 prof training & education 26,915 merchant card fees 3,223 website maintenance 3,144 total 37,661

Form 990-ez, Part III

To advance the practice, science and profession of project management in a conscious and proactive manner.

Form 990-ez, Part III, Line 28

Chapter membership: the organization provides services to pmi global members through the local chapter. The mission of the local southern maryland chapter is to provide professional development units (pdus) to current members. Twenty pdus are required per year, sixty per three-year cycle, to maintain the project management professional (pmp) certification. The local chapter provides serices to members of the local chapter. As of 1/1/2016, the pmi southern maryland chapter had 379 members; as of 12/31/2016, the memberships were 522. The accomplishment in the program service area of chapter membership was growth of approximately 38% in 2016.

Form 990-ez, Part III, Line 29

Educational offerings: the chapter provides educational offerings to include professional certification preparatory classes, educational luncheon and evening speakers, and full-day professional development events to its members. In 2016, the chapter held 22 events; and increase of approximately 25% over 2015.

Form 990-ez, Part III, Line 30

Continuing education scholarships: the pmi southern maryland chapter awards scholarships for continuing education to its membership. In 2016, the chapter awarded 1,000 in scholarships for continuing education costs to applicants. Scholarships are awarded in increments of 250 per approved application.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING & BRANDING 3,710 OFFICE EXPENSES 669 PROF TRAINING & EDUCATION 26,915 MERCHANT CARD FEES 3,223 WEBSITE MAINTENANCE 3,144 TOTAL 37,661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ADVANCE THE PRACTICE, SCIENCE AND PROFESSION OF PROJECT MANAGEMENT IN A CONSCIOUS AND PROACTIVE MANNER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHAPTER MEMBERSHIP: THE ORGANIZATION PROVIDES SERVICES TO PMI GLOBAL MEMBERS THROUGH THE LOCAL CHAPTER. THE MISSION OF THE LOCAL SOUTHERN MARYLAND CHAPTER IS TO PROVIDE PROFESSIONAL DEVELOPMENT UNITS (PDUS) TO CURRENT MEMBERS. TWENTY PDUS ARE REQUIRED PER YEAR, SIXTY PER THREE-YEAR CYCLE, TO MAINTAIN THE PROJECT MANAGEMENT PROFESSIONAL (PMP) CERTIFICATION. THE LOCAL CHAPTER PROVIDES SERICES TO MEMBERS OF THE LOCAL CHAPTER. AS OF 1/1/2016, THE PMI SOUTHERN MARYLAND CHAPTER HAD 379 MEMBERS; AS OF 12/31/2016, THE MEMBERSHIPS WERE 522. THE ACCOMPLISHMENT IN THE PROGRAM SERVICE AREA OF CHAPTER MEMBERSHIP WAS GROWTH OF APPROXIMATELY 38% IN 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATIONAL OFFERINGS: THE CHAPTER PROVIDES EDUCATIONAL OFFERINGS TO INCLUDE PROFESSIONAL CERTIFICATION PREPARATORY CLASSES, EDUCATIONAL LUNCHEON AND EVENING SPEAKERS, AND FULL-DAY PROFESSIONAL DEVELOPMENT EVENTS TO ITS MEMBERS. IN 2016, THE CHAPTER HELD 22 EVENTS; AND INCREASE OF APPROXIMATELY 25% OVER 2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTINUING EDUCATION SCHOLARSHIPS: THE PMI SOUTHERN MARYLAND CHAPTER AWARDS SCHOLARSHIPS FOR CONTINUING EDUCATION TO ITS MEMBERSHIP. IN 2016, THE CHAPTER AWARDED 1,000 IN SCHOLARSHIPS FOR CONTINUING EDUCATION COSTS TO APPLICANTS. SCHOLARSHIPS ARE AWARDED IN INCREMENTS OF 250 PER APPROVED APPLICATION.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 30
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