Civic Intelligence

Project Management Institute Madison/South Central Wisconsin Chapter

EIN 56-2413816 • 501(c)6 • Madison, WI

Profile

The organization is the premier project management organization in the madison area, providing opportunities for professional growth through educational programs, professional development, networking opportunities, and support.

PO Box 5392Madison, WI 53705-5392

www.pmi-madison.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-13%

Higher net margin than 27% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

35th percentile

-9.8%

Faster asset growth than 35% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$129,962

Down $14,176 (-9.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$129,962

Down $14,176 (-9.8%) from 2023

Revenue

Up

$105,036

Up $17,040 (+19%) from 2023

Expenses

Down

$119,212

Down $14,669 (-11%) from 2023

Net Income

Up

-$14,176

Up $31,709 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $129,092Liabilities 2011: $02011Assets 2012: $179,324Liabilities 2012: $0Net Assets 2012: $179,3242012Assets 2013: $207,747Liabilities 2013: $0Net Assets 2013: $207,7472013Assets 2014: $211,044Liabilities 2014: $0Net Assets 2014: $211,0442014Assets 2015: $245,070Liabilities 2015: $0Net Assets 2015: $245,0702015Assets 2016: $251,840Liabilities 2016: $0Net Assets 2016: $251,8402016Assets 2017: $222,126Liabilities 2017: $0Net Assets 2017: $222,1262017Assets 2018: $176,908Liabilities 2018: $0Net Assets 2018: $176,9082018Assets 2019: $184,453Liabilities 2019: $0Net Assets 2019: $184,4532019Assets 2020: $173,608Liabilities 2020: $0Net Assets 2020: $173,6082020Assets 2021: $179,766Liabilities 2021: $0Net Assets 2021: $179,7662021Assets 2022: $190,023Liabilities 2022: $0Net Assets 2022: $190,0232022Assets 2023: $144,138Liabilities 2023: $0Net Assets 2023: $144,1382023Assets 2024: $129,962Liabilities 2024: $0Net Assets 2024: $129,9622024

Highlighted filing

2024

Assets$129,962
Liabilities$0
Net Assets$129,962

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $175,941Expenses 2011: $189,883Net Income 2011: -$13,9422011Revenue 2012: $204,763Expenses 2012: $154,531Net Income 2012: $50,2322012Revenue 2013: $182,734Expenses 2013: $154,411Net Income 2013: $28,3232013Revenue 2014: $235,730Expenses 2014: $232,434Net Income 2014: $3,2962014Revenue 2015: $246,061Expenses 2015: $192,383Net Income 2015: $53,6782015Revenue 2016: $230,814Expenses 2016: $224,045Net Income 2016: $6,7692016Revenue 2017: $178,234Expenses 2017: $207,948Net Income 2017: -$29,7142017Revenue 2018: $135,705Expenses 2018: $180,923Net Income 2018: -$45,2182018Revenue 2019: $172,620Expenses 2019: $165,075Net Income 2019: $7,5452019Revenue 2020: $33,621Expenses 2020: $44,466Net Income 2020: -$10,8452020Revenue 2021: $25,853Expenses 2021: $19,695Net Income 2021: $6,1582021Revenue 2022: $103,710Expenses 2022: $93,453Net Income 2022: $10,2572022Revenue 2023: $87,996Expenses 2023: $133,881Net Income 2023: -$45,8852023Revenue 2024: $105,036Expenses 2024: $119,212Net Income 2024: -$14,1762024

Highlighted filing

2024

Revenue$105,036
Expenses$119,212
Net Income-$14,176

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$1.05$1.19$0.14
2023Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$0.88$1.34$0.46
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$1.04$0.93$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.26$0.20$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.34$0.44$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$1.73$1.65$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$1.36$1.81$0.45
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.00$2.22$1.78$2.08$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$2.31$2.24$0.07
2015Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$2.46$1.92$0.54
2014Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$2.36$2.32$0.03
2013Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$1.83$1.54$0.28
2012Summary only. Only limited summary data is available for this year.$1.79$0.00$1.79$2.05$1.55$0.50
2011Summary only. Only limited summary data is available for this year.$1.29$0.00$1.76$1.90$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$105,036
Mission and Program Overview

Mission

The organization is the premier project management organization in the madison area, providing opportunities for professional growth through educational programs, professional development, networking opportunities, and support.

Provide educational opportunities by expert instructors to meet pmi requirements to become/remain certified. Project management learning opportunities include monthly meetings, preparatory classes (2 times a year) to study for the pmp exam, and annual professional development day (pdd).

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$144,138$129,962▼ $14,176
Savings and Temporary Cash Investments$139,121$126,862▼ $12,259
Cash and Non-Interest-Bearing Accounts$5,017$3,100▼ $1,917
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$144,138$129,962▼ $14,176
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$144,138$129,962▼ $14,176
Total Liabilities and Net Assets / Fund Balance$144,138$129,962▼ $14,176
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rodney WendlandtPresident
Andrew BobekVP Finance
Lindsay MullarkeyVP Marketing
Alex GibsonVP Membership
Natalie HellmerVP of Governance/admin
Amber BennettVP of Professional Development
Anjali SridharanVP Outreach
Ann LattinVP Technology
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$100,989
Investment Income
$4,047
Other Revenue
$0
Change in Net Assets
$-14,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,212
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---$69,449
Occupancy---$29,975
Information Technology---$7,325
Fees for Services Legal---$5,160
Other Expenses---$1,634
Office Expenses---$346
Total Functional Expenses$0$0$0$119,212
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 has 727 dues paying members as of 12/31/2024.

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

The members in good standing vote on open executive board positions on an annual basis.

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

The organization's finance team, along with the president, review the form 990 prior to filing with the internal revenue service.

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

The conflict of interest policy is reviewed by the executive board and individual members are asked conflict of interest questions while formally accepting their positions on the board.

Form 990, Part VI, Section C, Line 19

The organization posts governance documents, irs filing documents, and monthly chapter financial statements to both the pmi madison/south central wi chapter and pmi global websites (www.pmi.org) in the document repository and component system areas, respectively.

Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
56-2413816
Phone
4147586102
Address
PO BOX 5392, MADISON, WI 53705-5392

Signing Officer

Name
Rodney Wendlandt
Title
President
Phone
4147586102
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rodney Wendlandt
Formed
2004
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
70

Preparer

Firm
Kma Management LLC
Address
1200 JOHN Q HAMMONS DR SUITE 500, MADISON, WI 53717
Preparer
Brittany a Mergen CPA
Phone
6086641040
Raw XML Appendix305 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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IRS990/ActivityOrMissionDesc0PROVIDE EDUCATIONAL OPPORTUNITIES BY EXPERT INSTRUCTORS TO MEET PMI REQUIREMENTS TO BECOME/REMAIN CERTIFIED. PROJECT MANAGEMENT LEARNING OPPORTUNITIES INCLUDE MONTHLY MEETINGS, PREPARATORY CLASSES (2 TIMES A YEAR) TO STUDY FOR THE PMP EXAM, AND ANNUAL PROFESSIONAL DEVELOPMENT DAY (PDD).
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/PhoneNum04147586102
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5392
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IRS990/Form990PartVIISectionAGrp/PersonNm1AMBER BENNETT
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF PROFESSIONAL DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF GOVERNANCE/ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OUTREACH
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IRS990/MissionDesc0THE ORGANIZATION IS THE PREMIER PROJECT MANAGEMENT ORGANIZATION IN THE MADISON AREA, PROVIDING OPPORTUNITIES FOR PROFESSIONAL GROWTH THROUGH EDUCATIONAL PROGRAMS, PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SUPPORT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS 727 DUES PAYING MEMBERS AS OF 12/31/2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS IN GOOD STANDING VOTE ON OPEN EXECUTIVE BOARD POSITIONS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S FINANCE TEAM, ALONG WITH THE PRESIDENT, REVIEW THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE EXECUTIVE BOARD AND INDIVIDUAL MEMBERS ARE ASKED CONFLICT OF INTEREST QUESTIONS WHILE FORMALLY ACCEPTING THEIR POSITIONS ON THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION POSTS GOVERNANCE DOCUMENTS, IRS FILING DOCUMENTS, AND MONTHLY CHAPTER FINANCIAL STATEMENTS TO BOTH THE PMI MADISON/SOUTH CENTRAL WI CHAPTER AND PMI GLOBAL WEBSITES (WWW.PMI.ORG) IN THE DOCUMENT REPOSITORY AND COMPONENT SYSTEM AREAS, RESPECTIVELY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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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
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0144138
IRS990/TotalAssetsEOYAmt0129962
IRS990/TotalAssetsGrp/BOYAmt0144138
IRS990/TotalAssetsGrp/EOYAmt0129962
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119212
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0144138
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0129962
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0100989
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04047
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100989
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0105036
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt070
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0144138
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0129962
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0PO BOX 5392
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0537055392
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.PMI-MADISON.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RODNEY WENDLANDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04147586102
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MADISON/SOUTH CENTRAL WISCONSIN CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0562413816
ReturnHeader/Filer/PhoneNum04147586102
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5392
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0537055392
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0993196374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KMA MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 JOHN Q HAMMONS DR SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06086641040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRITTANY A MERGEN CPA
ReturnHeader/ReturnTs02025-05-12T07:43:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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