Civic Intelligence

Project Management Institute

990 • Fiscal year 2016 • EIN 56-2413816

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profilewww.pmi-madison.org
PO Box 5392Madison, WI 53705-5392

(414) 758-6102

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

51st percentile

2.9%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

2.8%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-6.2%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$251,840

Up $6,770 (+2.8%) from 2015

Net Assets

Up

$251,840

Up $6,770 (+2.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin51st percentile

Revenue

Down

$230,814

Down $15,247 (-6.2%) from 2015

Expenses

Up

$224,045

Up $31,662 (+16%) from 2015

Net Income

Down

$6,769

Down $46,909 (-87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$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

2016

Assets$251,840
Liabilities$0
Net Assets$251,840
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$230,814
Expenses$224,045
Net Income$6,769
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$230,814
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$245,071$251,840▲ $6,769
Savings and Temporary Cash Investments$244,971$251,054▲ $6,083
Cash and Non-Interest-Bearing Accounts$100$786▲ $686
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$245,071$251,840▲ $6,769
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$245,071$251,840▲ $6,769
Total Liabilities and Net Assets / Fund Balance$245,071$251,840▲ $6,769
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Kendra WhippleImmediate Past President
Aaron GallusPresident Elect/CIO
Brain SagedalPresident/CEO
Daniel ReillyVP Administration
Kimberly TopelVP Finance
Ashok DiggaviVP Governace
Laura ZibellVP Marketing & Sponsorship
Rhonda RohnVP Membership
Mark WalshVP Outreach
Annemarie FoundlingVP Professional Development
Jay WalkerVP Technology
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$228,779
Investment Income
$2,035
Other Revenue
$0
Change in Net Assets
$6,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$224,045
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---$170,552
Other Expenses---$36,955
All Other Expenses---$6,196
Information Technology---$5,262
Advertising---$4,448
Office Expenses---$632
Total Functional Expenses$0$0$0$224,045
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 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 720 dues paying members as of 12/31/2016.”

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.”

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
Brian Sagedal
Title
President/CEO
Phone
4147586102
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Sagedal
Formed
2004
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
50

Preparer

Firm
KMA Bodilly CPAS & Consultants SC
Address
1200 John Q Hammons Dr Ste 500, Madison, WI 53717-2199
Preparer
Cory A Myers CPA
Phone
6086641040
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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/TitleTxt0President/CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Governace
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IRS990/Form990PartVIISectionAGrp/TitleTxt7VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP Technology
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP Outreach
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP Marketing & Sponsorship
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has 720 dues paying members as of 12/31/2016.
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.
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
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
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IRS990/USAddress/ZIPCd0537055392
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.pmi-madison.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Sagedal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04147586102
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId028C448639B496AE7A59A2389F4EB1BBE62434886
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0601EDC0B3C30AEC4B8BB3EFE69ADE1EFC2D45A83
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.102.4.130
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:17:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452904270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KMA Bodilly CPAS & Consultants SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 John Q Hammons Dr Ste 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537172199
ReturnHeader/PreparerPersonGrp/PhoneNum06086641040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cory A Myers CPA
ReturnHeader/ReturnTs02017-11-15T15:18:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,840
Liabilities
$0
Net assets
$251,840
Revenue
$230,814
Expenses
$224,045
Net income
$6,769
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
2016Detailed filing. Detailed filing data is available for this year.$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