Civic Intelligence

Project Management Institute

990EZ • Fiscal year 2015 • EIN 56-2214886

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 21, 2016

Organization ProfileWWW.PMI-METROLINA.COM
316 6420 Rea RoadCharlotte, NC 28277

(704) 996-1925

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.03x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.03x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

30th percentile

-4.5%

Higher net margin than 30% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-0.2%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

5.0%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$146,385

Down $275 (-0.2%) from 2014

Net Assets

Up

$153,970

Up $7,310 (+5.0%) from 2014

Liabilities

$4,878

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin30th percentile

Revenue

Up

$151,026

Up $7,163 (+5.0%) from 2014

Expenses

Up

$157,766

Up $57,942 (+58%) from 2014

Net Income

Down

-$6,740

Down $50,779 (-115%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $10,682Liabilities 2010: $0Net Assets 2010: $10,6822010Assets 2011: $54,287Net Assets 2011: $54,2872011Assets 2012: $79,353Net Assets 2012: $79,3532012Assets 2013: $116,271Net Assets 2013: $116,2712013Assets 2014: $146,660Net Assets 2014: $146,6602014Assets 2015: $146,385Liabilities 2015: $4,878Net Assets 2015: $153,9702015Assets 2016: $166,575Liabilities 2016: $232016Assets 2017: $176,958Liabilities 2017: $90Net Assets 2017: $176,8682017Assets 2018: $163,162Net Assets 2018: $163,1622018Assets 2019: $180,156Liabilities 2019: $02019Assets 2020: $199,194Liabilities 2020: $02020Assets 2021: $178,383Liabilities 2021: $02021Assets 2022: $172,111Liabilities 2022: $02022Assets 2023: $171,546Net Assets 2023: $171,5462023Assets 2024: $182,957Net Assets 2024: $182,9572024

Highlighted filing

2015

Assets$146,385
Liabilities$4,878
Net Assets$153,970
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

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

$200K$100K$0-$100KExpenses 2010: $189,0952010Revenue 2011: $148,900Expenses 2011: $102,711Net Income 2011: $46,1892011Revenue 2012: $193,513Expenses 2012: $168,026Net Income 2012: $25,4872012Revenue 2013: $143,494Expenses 2013: $105,247Net Income 2013: $38,2472013Revenue 2014: $143,863Expenses 2014: $99,824Net Income 2014: $44,0392014Revenue 2015: $151,026Expenses 2015: $157,766Net Income 2015: -$6,7402015Revenue 2016: $147,423Expenses 2016: $122,380Net Income 2016: $25,0432016Revenue 2017: $150,875Expenses 2017: $140,556Net Income 2017: $10,3192017Revenue 2018: $154,306Expenses 2018: $168,102Net Income 2018: -$13,7962018Revenue 2019: $145,559Expenses 2019: $132,298Net Income 2019: $13,2612019Revenue 2020: $116,626Expenses 2020: $97,588Net Income 2020: $19,0382020Revenue 2021: $87,143Expenses 2021: $107,954Net Income 2021: -$20,8112021Revenue 2022: $79,961Expenses 2022: $86,233Net Income 2022: -$6,2722022Revenue 2023: $87,216Expenses 2023: $87,781Net Income 2023: -$5652023Revenue 2024: $87,492Expenses 2024: $76,081Net Income 2024: $11,4112024

Highlighted filing

2015

Revenue$151,026
Expenses$157,766
Net Income-$6,740
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 21, 2016
Return Version
2015v2.1
Gross Receipts
$151,026
Mission and Program Overview

Mission

Facilitate growth of the project management profession through programs, educational opportunities, and business area partnerships.

Facilitate growth of the project management profession through programs, educational opportunities and business area partnerships

Program Services

DescriptionGrantsExpenses
PMP PREPARATION-$29,339
PROFESSIONAL DEVELOPMENT-$22,012
CHAPTER MEETINGS-$11,777
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER BAKERPresidentPT$0--
DWAYNE CHAPITALVP FinancePT$0--
JOSEPH GRIFFINVP Professional DevelopmentPT$0--
SHEETAL PURIVP MembershipPT$0--
DANI BECKMANVP MarketingPT$0--
MARK CICHONSKIVP ProgramsPT$0--
Filing and Contact Details

Filer

Filer Name
Pmi Metrolina Chapter Inc
EIN
56-2214886
Phone
7049961925
Address
316 6420 REA ROAD, CHARLOTTE, NC 28277

Signing Officer

Name
John Rush Iv
Title
VP Finance
Phone
9048685467
Signed
2016-03-21
Discuss with paid preparer
No

Preparer

Firm
Fredrick M Gipson Pc
Address
1491 BURRELL AVE NW, CONCORD, NC 28027
Preparer
Fredrick M Gipson
Phone
7048865702
Supplemental Narrative

Additional Explanations

Part I, line 8

“OTHER INCOME 9989”

Part I, line 16

“1) other expenses advertising amount 7751 2) other expenses apparel amount 4626 3) other expenses bank and merchant fees amount 5472 4) other expenses meeting expenses amount 11777 5) other expenses miscellaneous expenses amount 28789 6) other expenses office expense amount 4080 7) other expenses 1615673 amount 16157 8) other expenses travel and conferences amount 22012”

Part II, line 24

“1) description prepaid expenses boy amount 400 eoy amount 4109 2) description fixed assets boy amount 5390 eoy amount 2 3) description accounts receivable boy amount 0 eoy amount 3554”

Part II, line 26

“1) description accounts payable boy amount 0 eoy amount 4849 2) description credit cards boy amount 0 eoy amount 29”

Raw XML Appendix132 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN RUSH IV
IRS990EZ/BooksInCareOfDetail/PhoneNum09048685467
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06420 REA ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0140870
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IRS990EZ/ContributionsGiftsGrantsEtcAmt021511
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IRS990EZ/ExcessOrDeficitForYearAmt0-6740
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010752
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0146385
IRS990EZ/GrossReceiptsAmt0151026
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0119523
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0160710
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0153970
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0141507
IRS990EZ/OccupancyRentUtltsAndMaintAmt045522
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DWAYNE CHAPITAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHEETAL PURI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANI BECKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARK CICHONSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROFESSIONAL DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP PROGRAMS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05790
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07665
IRS990EZ/OtherExpensesTotalAmt0100664
IRS990EZ/OtherRevenueTotalAmt09989
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FACILITATE GROWTH OF THE PROJECT MANAGEMENT PROFESSION THROUGH PROGRAMS, EDUCATIONAL OPPORTUNITIES AND BUSINESS AREA PARTNERSHIPS
IRS990EZ/PrintingPublicationsPostageAmt0828
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PMP PREPARATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROFESSIONAL DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CHAPTER MEETINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029339
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122012
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211777
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04878
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0157766
IRS990EZ/TotalProgramServiceExpensesAmt063128
IRS990EZ/TotalRevenueAmt0151026
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-METROLINA.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 9989
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11) OTHER EXPENSES ADVERTISING AMOUNT 7751 2) OTHER EXPENSES APPAREL AMOUNT 4626 3) OTHER EXPENSES BANK AND MERCHANT FEES AMOUNT 5472 4) OTHER EXPENSES MEETING EXPENSES AMOUNT 11777 5) OTHER EXPENSES MISCELLANEOUS EXPENSES AMOUNT 28789 6) OTHER EXPENSES OFFICE EXPENSE AMOUNT 4080 7) OTHER EXPENSES 1615673 AMOUNT 16157 8) OTHER EXPENSES TRAVEL AND CONFERENCES AMOUNT 22012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21) DESCRIPTION PREPAID EXPENSES BOY AMOUNT 400 EOY AMOUNT 4109 2) DESCRIPTION FIXED ASSETS BOY AMOUNT 5390 EOY AMOUNT 2 3) DESCRIPTION ACCOUNTS RECEIVABLE BOY AMOUNT 0 EOY AMOUNT 3554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31) DESCRIPTION ACCOUNTS PAYABLE BOY AMOUNT 0 EOY AMOUNT 4849 2) DESCRIPTION CREDIT CARDS BOY AMOUNT 0 EOY AMOUNT 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 26
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN RUSH IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09048685467
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMI METROLINA CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PMIM
ReturnHeader/Filer/EIN0562214886
ReturnHeader/Filer/PhoneNum07049961925
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 6420 REA ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028277
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510440906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREDRICK M GIPSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01491 BURRELL AVE NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028027
ReturnHeader/PreparerPersonGrp/PhoneNum07048865702
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDRICK M GIPSON
ReturnHeader/ReturnTs02016-03-23T13:07:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,385
Liabilities
$4,878
Net assets
$153,970
Revenue
$151,026
Expenses
$157,766
Net income
-$6,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$1.83$0.87$0.76$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.87$0.88$0.01
2022Summary only. Only limited summary data is available for this year.$1.72$0.00$0.80$0.86$0.06
2021Summary only. Only limited summary data is available for this year.$1.78$0.00$0.87$1.08$0.21
2020Summary only. Only limited summary data is available for this year.$1.99$0.00$1.17$0.98$0.19
2019Summary only. Only limited summary data is available for this year.$1.80$0.00$1.46$1.32$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.63$1.63$1.54$1.68$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.51$1.41$0.10
2016Summary only. Only limited summary data is available for this year.$1.67$0.00$1.47$1.22$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.05$1.54$1.51$1.58$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.44$1.00$0.44
2013Detailed filing. Detailed filing data is available for this year.$1.16$1.16$1.43$1.05$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.79$1.94$1.68$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.54$1.49$1.03$0.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$1.89