Civic Intelligence

Project Management Institute Washington DC Chapter Inc

990 • Fiscal year 2023 • EIN 54-2015198

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 19, 2024

3033 Wilson Blvd Suite 700Arlington, VA 22201

(877) 205-7733

Siviq Scores

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

Liabilities / Assets

57th percentile

0.20x

Higher debt load relative to assets than 57% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.48x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

84th percentile

21%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

8.5%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,060,355

Up $99,756 (+10%) from 2022

Net Assets

Up

$844,571

Up $91,955 (+12%) from 2022

Liabilities

Up

$215,784

Up $7,801 (+3.8%) from 2022

Revenue

Up

$446,841

Up $34,937 (+8.5%) from 2022

Expenses

Down

$354,885

Down $52,706 (-13%) from 2022

Net Income

Up

$91,956

Up $87,643 (+2032%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $274,950Liabilities 2011: $0Net Assets 2011: $274,9502011Assets 2012: $247,630Liabilities 2012: $0Net Assets 2012: $247,6302012Assets 2013: $320,279Liabilities 2013: $0Net Assets 2013: $320,2792013Assets 2014: $210,570Liabilities 2014: $0Net Assets 2014: $210,5702014Assets 2015: $256,760Liabilities 2015: $0Net Assets 2015: $256,7602015Assets 2016: $365,879Liabilities 2016: $0Net Assets 2016: $365,8792016Assets 2017: $545,048Liabilities 2017: $266,285Net Assets 2017: $278,7632017Assets 2018: $645,503Liabilities 2018: $292,224Net Assets 2018: $353,2792018Assets 2019: $684,052Liabilities 2019: $279,642Net Assets 2019: $404,4102019Assets 2020: $712,634Liabilities 2020: $216,712Net Assets 2020: $495,9222020Assets 2021: $943,054Liabilities 2021: $194,751Net Assets 2021: $748,3032021Assets 2022: $960,599Liabilities 2022: $207,983Net Assets 2022: $752,6162022Assets 2023: $1,060,355Liabilities 2023: $215,784Net Assets 2023: $844,5712023Assets 2024: $1,073,036Liabilities 2024: $235,364Net Assets 2024: $837,6722024

Highlighted filing

2023

Assets$1,060,355
Liabilities$215,784
Net Assets$844,571

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $973,341Expenses 2011: $897,919Net Income 2011: $75,4222011Revenue 2012: $943,959Expenses 2012: $971,279Net Income 2012: -$27,3202012Revenue 2013: $1,021,157Expenses 2013: $948,508Net Income 2013: $72,6492013Revenue 2014: $914,363Expenses 2014: $1,024,072Net Income 2014: -$109,7092014Revenue 2015: $1,015,615Expenses 2015: $965,717Net Income 2015: $49,8982015Revenue 2016: $868,644Expenses 2016: $746,030Net Income 2016: $122,6142016Revenue 2017: $851,686Expenses 2017: $681,296Net Income 2017: $170,3902017Revenue 2018: $772,010Expenses 2018: $693,571Net Income 2018: $78,4392018Revenue 2019: $772,637Expenses 2019: $731,246Net Income 2019: $41,3912019Revenue 2020: $473,412Expenses 2020: $381,900Net Income 2020: $91,5122020Revenue 2021: $599,943Expenses 2021: $347,562Net Income 2021: $252,3812021Revenue 2022: $411,904Expenses 2022: $407,591Net Income 2022: $4,3132022Revenue 2023: $446,841Expenses 2023: $354,885Net Income 2023: $91,9562023Revenue 2024: $478,156Expenses 2024: $485,055Net Income 2024: -$6,8992024

Highlighted filing

2023

Revenue$446,841
Expenses$354,885
Net Income$91,956
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 19, 2024
Return Version
2023v5.1
Gross Receipts
$446,841
Mission and Program Overview

Mission

To promote the practice of the profession of Project Management by and for its members. To provide opportunities for the project management education and professional development of its members. To provide a framework for professional networking and social interaction among its members.

PMIWDC is dedicated to advancing the practice, science and profession of project management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$165,884$619,755▲ $453,871
Cash and Non-Interest-Bearing Accounts$717,744$382,168▼ $335,576
Accounts Receivable$30,087$30,030▼ $57
Prepaid Expenses and Deferred Charges$46,883$28,402▼ $18,481
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$960,598$1,060,355▲ $99,757
Liabilities
Deferred Revenue$191,054$208,549▲ $17,495
Accounts Payable and Accrued Expenses$16,929$7,235▼ $9,694
Total Liabilities$207,983$215,784▲ $7,801
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$752,615$844,571▲ $91,956
Total Net Assets Fund Balance$752,615$844,571▲ $91,956
Total Liabilities and Net Assets / Fund Balance$960,598$1,060,355▲ $99,757

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$41,990$41,990
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kendall LottChair
Uma HiremagularChair Elect
Lisa IannuzziBoard Trustee
Silvia BianchinVP Marketing & Communications
Terri WallVP Membership
Michael OrtizVP of Finance
Houng SooVP of Prof Development
Bettina AyersVP Operations Services
Joseph CruzjesuVP Partnership Management
Russell SandidgeVP Programs
Michelle LeeteVP Strategy & Governance
Aravin RangarajanVP Technology
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$438,884
Investment Income
$7,957
Other Revenue
$0
Change in Net Assets
$91,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$354,885
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$76,161
Fees for Services Management---$63,622
Information Technology---$56,759
Fees for Services Accounting---$37,364
Advertising---$8,179
Fees for Services Other---$3,773
Insurance---$3,040
Travel---$2,398
Other Expenses---$2,250
Total Functional Expenses$0$0$0$354,885
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

The Organization is made up of members who join voluntarily and pay membership dues. Membership is open to all eligible persons without regard to race, age, sex, marital status, national origin, religion, or physical or mental disability. The Organization was established as a non-stock, not-for-profit, tax-exempt corporation organized under the laws of the Commonwealth of Virginia.

Form 990, Part VI, Section A, line 7A

Each of the 11 board members in 2023 had voting rights, the trustee does not vote. The trustee is approved by the board. The vice presidents can appoint assistant vice presidents to help accomplish their functional areas.

Form 990, Part VI, Section B, line 11B

A copy of the 990 is provided to all members of the governing body for review, questions, and comments prior to filing changes and corrections.

Form 990, Part VI, Section B, line 12C

PMIWDC's conflict of interest policy states the following: To ensure that PMIWDC operates in a manner consistent with its tax-exempt purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews shall be conducted. The periodic reviews shall, at minimum, include the following subjects: a) Whether compensation arrangements and benefits are reasonable and are the result of good faith bargaining. b) Whether partnership, joint venture arrangements and any other similar arrangements conform to written policies, are properly recorded, reflect reasonable payments for good and services, further PMIWDC's tax-exempt purposes and do not result in inurement or impermissible private benefit.

Form 990, Part VI, Section C, line 19

Bylaws are available to the public on Project Management's website. All other documents and financial information is available on request.

Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
54-2015198
Phone
8772057733
Address
3033 Wilson Blvd Suite 700, Arlington, VA 22201

Signing Officer

Name
Michael Ortiz
Title
VP Finance
Phone
8772057733
Signed
2024-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Ortiz
Formed
1978
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
147

Preparer

Firm
Kositzka Wicks and Company
Address
5270 Shawnee Road Suite 250, Alexandria, VA 22312
Preparer
Jennica Jardine Whitfield CPA
Phone
7036422700
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The oversight process nor selection process have not changed during the tax year.

Financial Statement Notes

Part X, Line 2:

The Organization's income tax returns are subject to review and examination by federal and state authorities. The Board does not believe that the ultimate outcome of any future examinations of open tax years will have a material impact on the Organization's results of operations. Tax years that remain subject to examination by the IRS are 2020 through 2023.

Raw XML Appendix365 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm9Michelle Leete
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IRS990/Form990PartVIISectionAGrp/PersonNm11Silvia Bianchin
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair Elect
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Partnership Management
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP of Prof Development
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP Membership
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VP Strategy & Governance
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IRS990/PYTotalRevenueAmt0411904
IRS990/ReconcilationRevenueExpnssAmt091956
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0165884
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0619755
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt041990
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041990
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization's income tax returns are subject to review and examination by federal and state authorities. The Board does not believe that the ultimate outcome of any future examinations of open tax years will have a material impact on the Organization's results of operations. Tax years that remain subject to examination by the IRS are 2020 through 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization is made up of members who join voluntarily and pay membership dues. Membership is open to all eligible persons without regard to race, age, sex, marital status, national origin, religion, or physical or mental disability. The Organization was established as a non-stock, not-for-profit, tax-exempt corporation organized under the laws of the Commonwealth of Virginia.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each of the 11 board members in 2023 had voting rights, the trustee does not vote. The trustee is approved by the board. The vice presidents can appoint assistant vice presidents to help accomplish their functional areas.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of the 990 is provided to all members of the governing body for review, questions, and comments prior to filing changes and corrections.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PMIWDC's conflict of interest policy states the following: To ensure that PMIWDC operates in a manner consistent with its tax-exempt purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews shall be conducted. The periodic reviews shall, at minimum, include the following subjects: a) Whether compensation arrangements and benefits are reasonable and are the result of good faith bargaining. b) Whether partnership, joint venture arrangements and any other similar arrangements conform to written policies, are properly recorded, reflect reasonable payments for good and services, further PMIWDC's tax-exempt purposes and do not result in inurement or impermissible private benefit.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bylaws are available to the public on Project Management's website. All other documents and financial information is available on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The oversight process nor selection process have not changed during the tax year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0960598
IRS990/TotalAssetsEOYAmt01060355
IRS990/TotalAssetsGrp/BOYAmt0960598
IRS990/TotalAssetsGrp/EOYAmt01060355
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0354885
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0207983
IRS990/TotalLiabilitiesEOYAmt0215784
IRS990/TotalLiabilitiesGrp/BOYAmt0207983
IRS990/TotalLiabilitiesGrp/EOYAmt0215784
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0752615
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0844571
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0438884
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07957
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0438884
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0446841
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0147
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0960598
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01060355
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02398
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03033 Wilson Blvd Suite 700
IRS990/USAddress/CityNm0Arlington
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022201
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.pmiwdc.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Ortiz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum08772057733
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Project Management Institute
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Washington DC Chapter
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0542015198
ReturnHeader/Filer/PhoneNum08772057733
ReturnHeader/Filer/USAddress/AddressLine1Txt03033 Wilson Blvd Suite 700
ReturnHeader/Filer/USAddress/CityNm0Arlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541342298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kositzka Wicks and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05270 Shawnee Road Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alexandria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022312
ReturnHeader/PreparerPersonGrp/PhoneNum07036422700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennica Jardine Whitfield CPA
ReturnHeader/ReturnTs02024-08-20T08:13:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.24$0.84$0.48$0.49$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.22$0.84$0.45$0.35$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.21$0.75$0.41$0.41$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.19$0.75$0.60$0.35$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.22$0.50$0.47$0.38$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.28$0.40$0.77$0.73$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.29$0.35$0.77$0.69$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.27$0.28$0.85$0.68$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.87$0.75$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.02$0.97$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.91$1.02$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.02$0.95$0.07
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.94$0.97$0.03
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.97$0.90$0.08
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