Civic Intelligence

Project Management Institute South Florida C

990 • Fiscal year 2017 • EIN 59-3167101

Jan 01, 2017 to Dec 31, 2017 • Filed on May 22, 2018

4737 North Ocean Drive No 148Fort Lauderdale, FL 33308

(954) 290-3903

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.

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

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

71st percentile

11%

Higher net margin than 71% 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

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Up

$223,999

Up $21,393 (+11%) from 2016

Net Assets

Up

$217,027

Up $20,361 (+10%) from 2016

Liabilities

Up

$6,972

Up $1,032 (+17%) from 2016

Revenue

Down

$178,225

Down $73,338 (-29%) from 2016

Expenses

Down

$157,864

Down $84,035 (-35%) from 2016

Net Income

Up

$20,361

Up $10,697 (+111%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $87,906Liabilities 2010: $2,331Net Assets 2010: $85,5752010Assets 2011: $127,974Liabilities 2011: $167Net Assets 2011: $127,8072011Assets 2012: $125,845Liabilities 2012: $0Net Assets 2012: $125,8452012Assets 2013: $164,450Liabilities 2013: $1,964Net Assets 2013: $162,4862013Assets 2014: $185,998Liabilities 2014: $2,080Net Assets 2014: $183,9182014Assets 2015: $187,502Liabilities 2015: $500Net Assets 2015: $187,0022015Assets 2016: $202,606Liabilities 2016: $5,940Net Assets 2016: $196,6662016Assets 2017: $223,999Liabilities 2017: $6,972Net Assets 2017: $217,0272017Assets 2018: $224,054Liabilities 2018: $12,022Net Assets 2018: $212,0322018Assets 2019: $198,694Liabilities 2019: $4,893Net Assets 2019: $193,8012019Assets 2020: $231,295Liabilities 2020: $1,140Net Assets 2020: $230,1552020Assets 2021: $258,398Liabilities 2021: $4,598Net Assets 2021: $253,8002021Assets 2022: $264,418Liabilities 2022: $30Net Assets 2022: $264,3882022Assets 2023: $298,509Liabilities 2023: $202Net Assets 2023: $298,3072023Assets 2024: $340,407Liabilities 2024: $754Net Assets 2024: $339,6532024

Highlighted filing

2017

Assets$223,999
Liabilities$6,972
Net Assets$217,027

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $229,2952010Expenses 2011: $244,9612011Revenue 2012: $193,451Expenses 2012: $189,713Net Income 2012: $3,7382012Revenue 2013: $169,884Expenses 2013: $138,995Net Income 2013: $30,8892013Revenue 2014: $144,157Expenses 2014: $122,725Net Income 2014: $21,4322014Revenue 2015: $126,217Expenses 2015: $123,133Net Income 2015: $3,0842015Revenue 2016: $251,563Expenses 2016: $241,899Net Income 2016: $9,6642016Revenue 2017: $178,225Expenses 2017: $157,864Net Income 2017: $20,3612017Revenue 2018: $236,092Expenses 2018: $234,890Net Income 2018: $1,2022018Revenue 2019: $202,612Expenses 2019: $220,843Net Income 2019: -$18,2312019Revenue 2020: $102,885Expenses 2020: $66,531Net Income 2020: $36,3542020Revenue 2021: $82,502Expenses 2021: $58,857Net Income 2021: $23,6452021Revenue 2022: $149,057Expenses 2022: $138,469Net Income 2022: $10,5882022Revenue 2023: $155,364Expenses 2023: $121,770Net Income 2023: $33,5942023Revenue 2024: $181,300Expenses 2024: $139,954Net Income 2024: $41,3462024

Highlighted filing

2017

Revenue$178,225
Expenses$157,864
Net Income$20,361
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 22, 2018
Return Version
2017v2.2
Gross Receipts
$178,225
Mission and Program Overview

Mission

Pmi south florida is dedicated to advancing the mission and objectives of pmi global by promoting project management professionalism through a network of expertise in the south florida region.

Pmi south florida chapter, inc. (the "chapter") is a not-for-profit, tax-exempt, volunteer organization dedicated to advancing the mission and objectives of the project management institute global ("pmi") by promoting project management professionalism through a network of expertise in the south florida region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$192,103$212,848▲ $20,745
Savings and Temporary Cash Investments$10,503$10,511▲ $8
Accounts Receivable-$640-
Total Assets$202,606$223,999▲ $21,393
Liabilities
Accounts Payable and Accrued Expenses$5,940$6,972▲ $1,032
Total Liabilities$5,940$6,972▲ $1,032
Net Assets / Fund Balance
Unrestricted Net Assets$196,666$217,027▲ $20,361
Total Net Assets Fund Balance$196,666$217,027▲ $20,361
Total Liabilities and Net Assets / Fund Balance$202,606$223,999▲ $21,393
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jean-luc CaousPast President
Evrard Spence SpencerPresident
Jose CarranzaPresident Elect
Connie MaldonadoRegion 14 Liaison
Andrew MarinVP of Education
Stephen FrittsVP of Finance
Mai VuVP of Marketing
Eric RathjensVP of Membership
Johannes Meijer TeunissenVP of Operations
Shivani GuptaVP of Technology
Revenue and Support

Revenue Composition

Contributions and Grants
$52,105
Program Service Revenue
$125,953
Investment Income
$167
Other Revenue
$0
Change in Net Assets
$20,361

Audited Revenue Reconciliation

Revenue per Audited Statements
$178,225
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$178,225
Total Revenue per Form 990
$178,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$157,864
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$91,354$990-$92,344
Fees for Services Other$878$12,957-$13,835
Fees for Services Accounting-$5,750-$5,750
Advertising$4,583$862-$5,445
Office Expenses$547$1,868-$2,415
Information Technology-$2,209-$2,209
Other Expenses$499$320-$320
All Other Expenses-$270-$270
Total Functional Expenses$132,408$25,456$0$157,864

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$157,864
Total Expenses per Audited Statements$157,864
Total Expenses per Form 990$157,864
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
No
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has approximately 1,538 members.

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

The members of the organization vote on the members of the governing body.

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

The decisions of the governing body are subject to approval by the members.

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

The organization provides a copy of the form 990 to the governing body prior to submission to the irs.

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

During the annual audit, key members of governance are required to disclose any conflicts of interest that may have arisen during the year.

Form 990, Part VI, Section C, Line 18

The organization makes its exemption application and form 990 available to the public upon request.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
59-3167101
Phone
9542903903
Address
4737 NORTH OCEAN DRIVE NO 148, FORT LAUDERDALE, FL 33308

Signing Officer

Name
Stephen Fritts
Title
Vice President Finance
Phone
9542903903
Signed
2018-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Fritts
Formed
1986
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
KEEFE MCCULLOUGH & CO LLP CPA'S
Address
6550 N FEDERAL HIGHWAY SUITE 410, FT LAUDERDALE, FL 33308
Preparer
Ari Laski
Phone
9547710896
Raw XML Appendix375 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.

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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0178225
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0157864
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS APPROXIMATELY 1,538 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE ORGANIZATION VOTE ON THE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO THE GOVERNING BODY PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DURING THE ANNUAL AUDIT, KEY MEMBERS OF GOVERNANCE ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST THAT MAY HAVE ARISEN DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS EXEMPTION APPLICATION AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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 A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0223999
IRS990/TotalAssetsGrp/BOYAmt0202606
IRS990/TotalAssetsGrp/EOYAmt0223999
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt052105
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025456
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0132408
IRS990/TotalFunctionalExpensesGrp/TotalAmt0157864
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05940
IRS990/TotalLiabilitiesEOYAmt06972
IRS990/TotalLiabilitiesGrp/BOYAmt05940
IRS990/TotalLiabilitiesGrp/EOYAmt06972
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0196666
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0217027
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0132408
IRS990/TotalProgramServiceRevenueAmt0125953
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0167
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0125953
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0178225
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0202606
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0196666
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0217027
IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0SOUTHFLORIDAPMI.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09542903903
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOUTH FLORIDA CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.80.67.1
ReturnHeader/FilingSecurityInformation/IPDt02018-05-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:30:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591363792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEEFE MCCULLOUGH & CO LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06550 N FEDERAL HIGHWAY SUITE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033308
ReturnHeader/PreparerPersonGrp/PhoneNum09547710896
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARI LASKI
ReturnHeader/ReturnTs02018-05-22T14:54:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.40$0.01$3.40$1.81$1.40$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.98$1.55$1.22$0.34
2022Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$1.49$1.38$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.58$0.05$2.54$0.83$0.59$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.01$2.30$1.03$0.67$0.36
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.05$1.94$2.03$2.21$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.12$2.12$2.36$2.35$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.24$0.07$2.17$1.78$1.58$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.06$1.97$2.52$2.42$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.01$1.87$1.26$1.23$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.02$1.84$1.44$1.23$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.02$1.62$1.70$1.39$0.31
2012Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$1.93$1.90$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$2.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.02$0.86$2.29