Civic Intelligence

Project Management Institute

990EZ • Fiscal year 2017 • EIN 56-2214886

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 27, 2018

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

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.00x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

61st percentile

6.8%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

58th percentile

6.2%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

2.3%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$176,958

Up $10,383 (+6.2%) from 2016

Net Assets

$176,868

No earlier filing loaded for comparison.

Liabilities

Up

$90

Up $67 (+291%) from 2016

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin61st percentile

Revenue

Up

$150,875

Up $3,452 (+2.3%) from 2016

Expenses

Up

$140,556

Up $18,176 (+15%) from 2016

Net Income

Down

$10,319

Down $14,724 (-59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2017

Assets$176,958
Liabilities$90
Net Assets$176,868
Open 2017 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

2017

Revenue$150,875
Expenses$140,556
Net Income$10,319
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 27, 2018
Return Version
2017v2.0
Gross Receipts
$150,875
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Chapter Meetings$0$40,667
Professional Development$0$20,053
Certification Preparation$0$12,847
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BakerPresidentPT$0--
John RushVP FinancePT$0--
Doug HarringtonVP Professional DevelopmentPT$0--
Frank ClementeVP MembershipPT$0--
Dani BeckmanVP MarketingPT$0--
Craig MarekVP AdministrationPT$0--
Robert ParkVP 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
John Rush
Title
VP Finance
Phone
9048685467
Signed
2018-03-27
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| 3rd Party Training Materials, $6542.68| Advertising, $188.77| Apparel, $2618.75| Bank & Merchant Fees, $4860.65| Board of Director Meeting Expenses, $1042.48| Business Cards, $130.45| Chamber of Commerce, $385.00| Charlotte Business Journal, $75.07| Food, $8491.24| Hotel, $13404.85| Insurance, $435.00| Military Liaison, $3256.61| Misc Expenses (Parking, etc.), $219.96| Miscellaneous Expenses, $73.99| Other Misc Expenses, $100.00| P. O. Box, $360.00| Photography, $800.00| QuickBooks Yearly Fee, $269.46| Registration, $4320.00| Total Satellite Meeting, $3020.98| Speaking & Teaching Materials, $3641.76| Speaker Expenses, $5399.61| Speakers, $5000.00| Special Project, $9775.00| Sponsor Event, $722.49| Storage Unit, $432.21| Strategic Planning Meeting, $1057.92| Team Meetings/Meals/Entertainment, $173.00| Transportation, $3178.43| Total Travel/Networking, $640.99| Volunteer Gift, $9176.16| Total Website, $2707.93|”

Part II, line 24

“| Asset Name:, BOY Amount:, EOY Amount:| Prepaid Expenses, $2463, $3171|”

Part II, line 26

“| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, $25, 0| Mortgages or other loans payable, 0, $90|”

Raw XML Appendix139 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/USAddress/AddressLine2Txt0Suite 316
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Rush
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Doug Harrington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Frank Clemente
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dani Beckman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Craig Marek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Robert Park
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
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt092501
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Chapter Meetings
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt073567
IRS990EZ/TotalRevenueAmt0150875
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pmi-metrolina.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| 3rd Party Training Materials, $6542.68| Advertising, $188.77| Apparel, $2618.75| Bank & Merchant Fees, $4860.65| Board of Director Meeting Expenses, $1042.48| Business Cards, $130.45| Chamber of Commerce, $385.00| Charlotte Business Journal, $75.07| Food, $8491.24| Hotel, $13404.85| Insurance, $435.00| Military Liaison, $3256.61| Misc Expenses (Parking, etc.), $219.96| Miscellaneous Expenses, $73.99| Other Misc Expenses, $100.00| P. O. Box, $360.00| Photography, $800.00| QuickBooks Yearly Fee, $269.46| Registration, $4320.00| Total Satellite Meeting, $3020.98| Speaking & Teaching Materials, $3641.76| Speaker Expenses, $5399.61| Speakers, $5000.00| Special Project, $9775.00| Sponsor Event, $722.49| Storage Unit, $432.21| Strategic Planning Meeting, $1057.92| Team Meetings/Meals/Entertainment, $173.00| Transportation, $3178.43| Total Travel/Networking, $640.99| Volunteer Gift, $9176.16| Total Website, $2707.93|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Asset Name:, BOY Amount:, EOY Amount:| Prepaid Expenses, $2463, $3171|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, $25, 0| Mortgages or other loans payable, 0, $90|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0John Rush
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum09048685467
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-27
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/IPv4AddressTxt0108.82.205.108
ReturnHeader/FilingSecurityInformation/IPDt02018-03-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02018-03-27T09:08:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,958
Liabilities
$90
Net assets
$176,868
Revenue
$150,875
Expenses
$140,556
Net income
$10,319
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