Civic Intelligence

Project Management Institute

990EZ • Fiscal year 2018 • EIN 56-2214886

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profilewww.pmi-metrolina.com
6420 Rea Road Suite 316Charlotte, NC 28277

(678) 373-7282

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

24th percentile

-8.9%

Higher net margin than 24% 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

30th percentile

-7.8%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

54th percentile

2.3%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$163,162

Down $13,796 (-7.8%) from 2017

Net Assets

Down

$163,162

Down $13,706 (-7.7%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Up

$154,306

Up $3,431 (+2.3%) from 2017

Expenses

Up

$168,102

Up $27,546 (+20%) from 2017

Net Income

Down

-$13,796

Down $24,115 (-234%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th 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: $141,5072015Assets 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

2018

Assets$163,162
Liabilities-
Net Assets$163,162
Open 2018 Filing

Operations Trend

Revenue Growth54th 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

2018

Revenue$154,306
Expenses$168,102
Net Income-$13,796
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$154,306
Mission and Program Overview

Mission

Facilitat growth of the project management profession through programs, educational opportunities, and busines area partnerships.

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

Program Services

DescriptionGrantsExpenses
Certification Preparation$0$0
Professional Development$0$0
Chapter Meetings$0$0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John RushPresidentPT$0--
Charles LoganVP FinancePT$0--
Branden ColemanVP Professional DevelopmentPT$0--
Julie TettmarVP MembershipPT$0--
Richard SauserVP MarketingPT$0--
Nealand LewisVP AdministrationPT$0--
Darlene KinneyVP ProgramsPT$0--
Filing and Contact Details

Filer

Filer Name
PMI Metrolina Chapter Inc
EIN
56-2214886
In Care Of
% John Rush
Phone
6783737282
Address
6420 REA ROAD SUITE 316, Charlotte, NC 28277

Signing Officer

Name
Charles Logan
Title
VP Finance
Phone
7042561193
Signed
2019-05-10
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Bank & Merchant fees, $5101.00| Food for meetings/training, $36444.00| Team Meetings/Transportation/Parking/meals/travel, $20677.00| 3rd party training material/Administrative/ Advertizing/Apparel/Sponser gifts/ Sponser Events/Special Projects/volunteer gifts, $39450.00| Chamber of Commerce, $542.00| Quickbooks, $360.00| Registrations/Misc Purchases/ Website, $6415.00|”

Part II, line 24

“| Asset Name:, BOY Amount:, EOY Amount:| Prepaid Expenses, $3171, 0|”

Raw XML Appendix133 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/PersonNm0Charles Logan
IRS990EZ/BooksInCareOfDetail/PhoneNum07042561193
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06420 Rea Road
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 316
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0173787
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0163162
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0154157
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13796
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011700
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0176958
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0163162
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0154306
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0149
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0176958
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0163162
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0176958
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0163162
IRS990EZ/OccupancyRentUtltsAndMaintAmt042494
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Rush
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Charles Logan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Branden Coleman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Tettmar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Richard Sauser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Nealand Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Darlene Kinney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Professional Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Marketing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Programs
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03171
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0108989
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Facilitate growth of the project management profession through programs, educational opportunities, and business area partnerships.
IRS990EZ/PrintingPublicationsPostageAmt04919
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Certification Preparation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Professional Development
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Chapter Meetings
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0168102
IRS990EZ/TotalRevenueAmt0154306
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pmi-metrolina.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Bank & Merchant fees, $5101.00| Food for meetings/training, $36444.00| Team Meetings/Transportation/Parking/meals/travel, $20677.00| 3rd party training material/Administrative/ Advertizing/Apparel/Sponser gifts/ Sponser Events/Special Projects/volunteer gifts, $39450.00| Chamber of Commerce, $542.00| Quickbooks, $360.00| Registrations/Misc Purchases/ Website, $6415.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Asset Name:, BOY Amount:, EOY Amount:| Prepaid Expenses, $3171, 0|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Logan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum07042561193
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMI Metrolina Chapter Inc
ReturnHeader/Filer/BusinessNameControlTxt0PMIM
ReturnHeader/Filer/EIN0562214886
ReturnHeader/Filer/InCareOfNm0% John Rush
ReturnHeader/Filer/PhoneNum06783737282
ReturnHeader/Filer/USAddress/AddressLine1Txt06420 REA ROAD SUITE 316
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028277
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.181.73.107
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02019-05-10T14:27:04-04:00
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
$163,162
Liabilities
-
Net assets
$163,162
Revenue
$154,306
Expenses
$168,102
Net income
-$13,796
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$1.42$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