Civic Intelligence

Project Management Institute San DI

EIN 68-0499554 • 501(c)6 • San Diego, CA

Profile

Enable members to achieve project mgmt excellence by enhancing expertise through education and training, supporting professional credentials, and promoting association with project professionals. Also, to promote association and networking within the sd project mgmt community.

8895 Towne Centre Drive 105114San Diego, CA 92122

www.pmi-sd.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.03x

Higher debt load relative to assets than 65% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

66th percentile

8.9%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

80th percentile

23%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$173,103

Up $19,009 (+12%) from 2023

Liabilities

Up

$5,178

Up $5,178 from 2023

Net Assets

Up

$167,925

Up $13,831 (+9.0%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin66th percentile

Revenue

Up

$156,237

Up $29,552 (+23%) from 2023

Expenses

Down

$142,404

Down $79,307 (-36%) from 2023

Net Income

Up

$13,833

Up $108,859 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$300K$200K$100K$0Assets 2011: $80,396Liabilities 2011: $1,714Net Assets 2011: $78,6822011Assets 2012: $56,917Liabilities 2012: $7,872Net Assets 2012: $49,0452012Assets 2013: $66,261Liabilities 2013: $0Net Assets 2013: $66,2612013Assets 2014: $96,807Liabilities 2014: $4,475Net Assets 2014: $92,3322014Assets 2015: $85,311Liabilities 2015: $0Net Assets 2015: $85,3112015Assets 2016: $69,032Liabilities 2016: $1,236Net Assets 2016: $67,7962016Assets 2017: $90,838Liabilities 2017: $562Net Assets 2017: $90,2762017Assets 2018: $107,867Liabilities 2018: $0Net Assets 2018: $107,8672018Assets 2019: $149,550Liabilities 2019: $0Net Assets 2019: $149,5502019Assets 2020: $208,244Liabilities 2020: $0Net Assets 2020: $208,2442020Assets 2021: $231,924Liabilities 2021: $0Net Assets 2021: $231,9242021Assets 2022: $214,586Liabilities 2022: $0Net Assets 2022: $214,5862022Assets 2023: $154,094Liabilities 2023: $0Net Assets 2023: $154,0942023Assets 2024: $173,103Liabilities 2024: $5,178Net Assets 2024: $167,9252024

Highlighted filing

2024

Assets$173,103
Liabilities$5,178
Net Assets$167,925
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $249,825Expenses 2011: $259,265Net Income 2011: -$9,4402011Expenses 2012: $233,5752012Revenue 2013: $241,131Expenses 2013: $219,816Net Income 2013: $21,3152013Revenue 2014: $258,457Expenses 2014: $229,286Net Income 2014: $29,1712014Revenue 2015: $249,495Expenses 2015: $256,516Net Income 2015: -$7,0212015Revenue 2016: $249,681Expenses 2016: $267,196Net Income 2016: -$17,5152016Revenue 2017: $186,241Expenses 2017: $163,761Net Income 2017: $22,4802017Revenue 2018: $185,136Expenses 2018: $156,823Net Income 2018: $28,3132018Revenue 2019: $145,718Expenses 2019: $107,627Net Income 2019: $38,0912019Revenue 2020: $123,086Expenses 2020: $86,020Net Income 2020: $37,0662020Revenue 2021: $100,008Expenses 2021: $75,908Net Income 2021: $24,1002021Revenue 2022: $108,319Expenses 2022: $125,657Net Income 2022: -$17,3382022Revenue 2023: $126,685Expenses 2023: $221,711Net Income 2023: -$95,0262023Revenue 2024: $156,237Expenses 2024: $142,404Net Income 2024: $13,8332024

Highlighted filing

2024

Revenue$156,237
Expenses$142,404
Net Income$13,833
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,103
Liabilities
$5,178
Net assets
$167,925
Revenue
$156,237
Expenses
$142,404
Net income
$13,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.05$1.68$1.56$1.42$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.27$2.22$0.95
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$1.08$1.26$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.00$0.76$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.23$0.86$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.46$1.08$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.85$1.57$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.90$1.86$1.64$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$2.50$2.67$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$2.49$2.57$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.04$0.92$2.58$2.29$0.29
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$2.41$2.20$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.08$0.49$2.34
2011Summary only. Only limited summary data is available for this year.$0.80$0.02$0.79$2.50$2.59$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 3, 2025
Return Version
2024v5.1
Gross Receipts
$156,237
Mission and Program Overview

Mission

Enable members to achieve project mgmt excellence by enhancing expertise through education and training, supporting professional credentials, and promoting association with project professionals. Also, to promote association and networking within the sd project mgmt community.

Program Services

DescriptionGrantsExpenses
ANNUAL CONFERENCE HELD IN SAN DIEGO WITH MEMBER ATTENDEES BENEFITING FROM PROFESSIONAL KNOWLEDGE-SHARING AND NETWORKING OPPORTUNITIES.-$54,421
MEMBERSHIP AND NETWORKING EVENTS WERE HELD TO FOSTER RELATIONSHIPS WITH FELLOW PROJECT MANAGEMENT PRACTITIONERS.-$11,858
PROFESSIONAL DEVELOPMENT EVENTS WERE HELD THROUGHOUT THE YEAR PROVIDING MEMBERS WITH SEVERAL TRAINING OPPORTUNITIES.-$10,727
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICKEY NAKAMURAPresidentPT$0--
CESAR HUNT DELEONVP OperationsPT$0--
COLIN THESEIRAVP TechnologyPT$0--
ELSIE M MUSTALLERVP StrategyPT$0--
GARY COREAS PORTILLOVP OutreachPT$0--
KRISTINA CURTISSVP Comm & MktgPT$0--
MARCI SPONSLERVP Prof DevlpmtPT$0--
ROBIN DATKOVP ProgramsPT$0--
SUSAN HUPKAVP MembershipPT$0--
XYRONE OCAMPOVP FinancePT$0--
BRIAN ROARKVP FinancePT$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute San Diego
EIN
68-0499554
Phone
8582209943
Address
8895 Towne Centre Drive 105114, San Diego, CA 92122

Signing Officer

Name
Brian Roark
Title
VP Finance
Signed
2025-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Pamela A Dose CPA
Address
1725 Garywood St, El Cajon, CA 92021
Preparer
Pamela Dose
Phone
6194011481
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1275”

Other Expenses.1005

“Travel $15117”

Other Expenses.1007

“Conferences, Conventions, and Meetings $14200”

Other Expenses.1

“Chapter/board events $87345”

Other Expenses.2

“Software annual expense $14065”

Other Expenses.3

“STORAGE $1912”

Other Expenses.4

“MERCHANT CARD FEES $1579”

Other Expenses.5

“PO BOX RENTAL $486”

Other Expenses.6

“MEMBERSHIP DUES $385”

Other Expenses.7

“FILING FEES $25”

Other Expenses.8

“BANK FEES $15”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $2 Accounts Payable and Accrued Expenses - Ending $5178”

Raw XML Appendix164 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/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092122
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0154094
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt074
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IRS990EZ/MembershipDuesAmt081050
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0154092
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0167925
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICKEY NAKAMURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CESAR HUNT DELEON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLIN THESEIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELSIE M MUSTALLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARY COREAS PORTILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTINA CURTISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARCI SPONSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROBIN DATKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SUSAN HUPKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9XYRONE OCAMPO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BRIAN ROARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP TECHNOLOGY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP STRATEGY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OUTREACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMM & MKTG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP PROF DEVLPMT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP FINANCE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0136404
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENABLE MEMBERS TO ACHIEVE PROJECT MGMT EXCELLENCE BY ENHANCING EXPERTISE THROUGH EDUCATION AND TRAINING, SUPPORTING PROFESSIONAL CREDENTIALS, AND PROMOTING ASSOCIATION WITH PROJECT PROFESSIONALS. ALSO, TO PROMOTE ASSOCIATION AND NETWORKING WITHIN THE SD PROJECT MGMT COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt045862
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL CONFERENCE HELD IN SAN DIEGO WITH MEMBER ATTENDEES BENEFITING FROM PROFESSIONAL KNOWLEDGE-SHARING AND NETWORKING OPPORTUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROFESSIONAL DEVELOPMENT EVENTS WERE HELD THROUGHOUT THE YEAR PROVIDING MEMBERS WITH SEVERAL TRAINING OPPORTUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEMBERSHIP AND NETWORKING EVENTS WERE HELD TO FOSTER RELATIONSHIPS WITH FELLOW PROJECT MANAGEMENT PRACTITIONERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054421
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110727
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211858
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-SD.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $15117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $14200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHAPTER/BOARD EVENTS $87345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOFTWARE ANNUAL EXPENSE $14065
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MERCHANT CARD FEES $1579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PO BOX RENTAL $486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBERSHIP DUES $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $2 Accounts Payable and Accrued Expenses - Ending $5178
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN ROARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-03
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ReturnHeader/Filer/EIN0680499554
ReturnHeader/Filer/PhoneNum08582209943
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01725 Garywood St
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ReturnHeader/PreparerPersonGrp/PhoneNum06194011481
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela Dose
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-09T09:56:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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