Civic Intelligence

Project Management Institute Sacramento Valley

990EZ • Fiscal year 2015 • EIN 68-0467936

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 30, 2016

Organization ProfileWWW.PMI-SVC.ORG
1731 Howe Avenue Pmb 239Sacramento, CA 95825

(916) 871-8037

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

82nd percentile

18%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

16%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

-1.5%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$161,113

Up $22,249 (+16%) from 2014

Net Assets

Up

$161,113

Up $22,249 (+16%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin82nd percentile

Revenue

Down

$122,900

Down $1,903 (-1.5%) from 2014

Expenses

Down

$100,651

Down $17,584 (-15%) from 2014

Net Income

Up

$22,249

Up $15,681 (+239%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$300K$200K$100K$0Assets 2011: $94,250Liabilities 2011: $5,2532011Assets 2012: $86,835Liabilities 2012: $5,253Net Assets 2012: $81,5822012Assets 2013: $143,945Liabilities 2013: $0Net Assets 2013: $143,9452013Assets 2014: $138,864Liabilities 2014: $0Net Assets 2014: $138,8642014Assets 2015: $161,113Liabilities 2015: $0Net Assets 2015: $161,1132015Assets 2016: $194,576Liabilities 2016: $0Net Assets 2016: $194,5762016Assets 2017: $204,289Liabilities 2017: $0Net Assets 2017: $204,2892017Assets 2018: $203,669Liabilities 2018: $228Net Assets 2018: $203,4412018Assets 2019: $223,380Liabilities 2019: $1Net Assets 2019: $223,3792019Assets 2020: $242,582Liabilities 2020: $26Net Assets 2020: $242,5562020Assets 2021: $262,455Liabilities 2021: $1Net Assets 2021: $262,4542021Assets 2022: $253,464Liabilities 2022: $1,300Net Assets 2022: $252,1642022Assets 2023: $250,936Liabilities 2023: $0Net Assets 2023: $250,9362023Assets 2024: $236,988Liabilities 2024: $7,258Net Assets 2024: $229,7302024Assets 2025: $206,259Liabilities 2025: $5,394Net Assets 2025: $200,8652025

Highlighted filing

2015

Assets$161,113
Liabilities$0
Net Assets$161,113
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

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

$200K$100K$0-$100KRevenue 2011: $166,273Expenses 2011: $168,815Net Income 2011: -$2,5422011Revenue 2012: $169,648Expenses 2012: $177,063Net Income 2012: -$7,4152012Revenue 2013: $163,894Expenses 2013: $101,520Net Income 2013: $62,3742013Revenue 2014: $124,803Expenses 2014: $118,235Net Income 2014: $6,5682014Revenue 2015: $122,900Expenses 2015: $100,651Net Income 2015: $22,2492015Revenue 2016: $126,739Expenses 2016: $93,276Net Income 2016: $33,4632016Revenue 2017: $153,424Expenses 2017: $143,711Net Income 2017: $9,7132017Revenue 2018: $106,264Expenses 2018: $107,659Net Income 2018: -$1,3952018Revenue 2019: $108,277Expenses 2019: $88,339Net Income 2019: $19,9382019Revenue 2020: $59,421Expenses 2020: $40,244Net Income 2020: $19,1772020Revenue 2021: $45,364Expenses 2021: $25,466Net Income 2021: $19,8982021Revenue 2022: $43,747Expenses 2022: $54,037Net Income 2022: -$10,2902022Revenue 2023: $56,448Expenses 2023: $57,676Net Income 2023: -$1,2282023Revenue 2024: $54,775Expenses 2024: $75,981Net Income 2024: -$21,2062024Revenue 2025: $64,666Expenses 2025: $93,531Net Income 2025: -$28,8652025

Highlighted filing

2015

Revenue$122,900
Expenses$100,651
Net Income$22,249
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 30, 2016
Return Version
2015v2.1
Gross Receipts
$122,900
Mission and Program Overview

Mission

Advance profession of project managment

Program Services

DescriptionGrantsExpenses
PROJECT MANAGEMENT PROFESSIONAL STUDY GROUP SESSIONS PREP COURSES TRAING WORKSHOPS SEMINARS AND TECHNICAL MEETINGS ATTENDED BY 800 PARTICIPANTS--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES SCHAEFERPresident-$0--
BOB MORTHOLEExecutive VP Of Operations-$0--
LAURA LORENZOChief Strategy Office-$0--
LEE FOLINOVP Of Administration-$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
68-0467936
Address
1731 HOWE AVENUE PMB 239, SACRAMENTO, CA 95825

Signing Officer

Name
Charles Schaefer
Title
President
Signed
2016-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Rochelle Margucci
Address
3041 Rumsey St, West Sacramento, CA 95691
Preparer
Rochelle Margucci
Phone
9163728577
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amounttraining revenue 7,425miscellaneous revenue 281”

List of grants and similar amounts paid Part I line 10

“Grantee northern calif future city comp street 1420 king st city, state, zip alexandria, va 22314amount 2,500”

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 113contributions 1,077bank charges 1,705supplies 20,000travel 13,664meals 32,256leadership institue meeting 1,950taxes 10advertising 892”

Raw XML Appendix115 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 SCHAEFER
IRS990EZ/BooksInCareOfDetail/PhoneNum09168718037
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01731 HOWE AVENUE PMB 239
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095825
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0138468
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0160830
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022249
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08289
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0138864
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161113
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02500
IRS990EZ/GrossReceiptsAmt0122900
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt034
IRS990EZ/LandAndBuildingsGrp/BOYAmt0396
IRS990EZ/LandAndBuildingsGrp/EOYAmt0283
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt042540
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0138864
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0161113
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0138864
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0161113
IRS990EZ/OccupancyRentUtltsAndMaintAmt017153
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES SCHAEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOB MORTHOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA LORENZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEE FOLINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP OF OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHIEF STRATEGY OFFICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF ADMINISTRATION
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt071667
IRS990EZ/OtherRevenueTotalAmt07706
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCE PROFESSION OF PROJECT MANAGMENT
IRS990EZ/PrintingPublicationsPostageAmt01042
IRS990EZ/ProgramServiceRevenueAmt072620
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROJECT MANAGEMENT PROFESSIONAL STUDY GROUP SESSIONS PREP COURSES TRAING WORKSHOPS SEMINARS AND TECHNICAL MEETINGS ATTENDED BY 800 PARTICIPANTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100651
IRS990EZ/TotalRevenueAmt0122900
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-SVC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTTRAINING REVENUE 7,425MISCELLANEOUS REVENUE 281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTEE NORTHERN CALIF FUTURE CITY COMP STREET 1420 KING ST CITY, STATE, ZIP ALEXANDRIA, VA 22314AMOUNT 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTDEPRECIATION FROM 4562 113CONTRIBUTIONS 1,077BANK CHARGES 1,705SUPPLIES 20,000TRAVEL 13,664MEALS 32,256LEADERSHIP INSTITUE MEETING 1,950TAXES 10ADVERTISING 892
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES SCHAEFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0680467936
ReturnHeader/Filer/USAddress/AddressLine1Txt01731 HOWE AVENUE PMB 239
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095825
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464396223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rochelle Margucci
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03041 Rumsey St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095691
ReturnHeader/PreparerPersonGrp/PhoneNum09163728577
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rochelle Margucci
ReturnHeader/ReturnTs02016-05-02T09:11:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,113
Liabilities
$0
Net assets
$161,113
Revenue
$122,900
Expenses
$100,651
Net income
$22,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.06$0.05$2.01$0.65$0.94$0.29
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.07$2.30$0.55$0.76$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.56$0.58$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.01$2.52$0.44$0.54$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.45$0.25$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.59$0.40$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$1.08$0.88$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.03$1.06$1.08$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$1.53$1.44$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.27$0.93$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.23$1.01$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$1.25$1.18$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$1.64$1.02$0.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.05$0.82$1.70$1.77$0.07
2011Summary only. Only limited summary data is available for this year.$0.94$0.05$1.66$1.69$0.03