Civic Intelligence

Project Management Institute Northeast Wisconsin

EIN 72-1526696 • 501(c)6 • Port Washington, WI

Profile

Support of members and community promoting, developing, and maintaining project management skills.

3576 E Norport DrPort Washington, WI 53074

www.pmi-new.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

51st percentile

0.00x

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

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

Net Margin

56th percentile

3.7%

Higher net margin than 56% 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

56th percentile

1.6%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

48th percentile

-1.4%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$168,934

Up $11,993 (+7.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$168,934

Up $11,993 (+7.6%) from 2022

Operations
Liabilities / Revenue51st percentileNet Margin56th percentile

Revenue

Up

$70,745

Up $15,066 (+27%) from 2022

Expenses

Up

$68,102

Up $14,996 (+28%) from 2022

Net Income

Up

$2,643

Up $70 (+2.7%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$200K$150K$100K$50K$0Assets 2011: $129,873Liabilities 2011: $0Net Assets 2011: $129,8732011Assets 2012: $144,755Liabilities 2012: $0Net Assets 2012: $144,7552012Assets 2013: $152,601Liabilities 2013: $0Net Assets 2013: $152,6012013Assets 2014: $175,356Liabilities 2014: $0Net Assets 2014: $175,3562014Assets 2015: $153,817Liabilities 2015: $0Net Assets 2015: $153,8172015Assets 2016: $170,574Liabilities 2016: $0Net Assets 2016: $170,5742016Assets 2017: $138,246Liabilities 2017: $0Net Assets 2017: $138,2462017Assets 2018: $115,192Liabilities 2018: $0Net Assets 2018: $115,1922018Assets 2019: $125,816Liabilities 2019: $0Net Assets 2019: $125,8162019Assets 2021: $154,368Liabilities 2021: $0Net Assets 2021: $154,3682021Assets 2022: $156,941Liabilities 2022: $0Net Assets 2022: $156,9412022Assets 2024: $168,934Liabilities 2024: $0Net Assets 2024: $168,9342024

Highlighted filing

2024

Assets$168,934
Liabilities$0
Net Assets$168,934
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$200K$100K$0-$100KRevenue 2011: $93,286Expenses 2011: $60,135Net Income 2011: $33,1512011Revenue 2012: $84,619Expenses 2012: $69,737Net Income 2012: $14,8822012Revenue 2013: $81,255Expenses 2013: $73,409Net Income 2013: $7,8462013Revenue 2014: $133,861Expenses 2014: $111,106Net Income 2014: $22,7552014Revenue 2015: $123,018Expenses 2015: $144,557Net Income 2015: -$21,5392015Revenue 2016: $138,018Expenses 2016: $121,261Net Income 2016: $16,7572016Revenue 2017: $139,896Expenses 2017: $172,224Net Income 2017: -$32,3282017Revenue 2018: $111,037Expenses 2018: $134,091Net Income 2018: -$23,0542018Revenue 2019: $104,513Expenses 2019: $93,889Net Income 2019: $10,6242019Revenue 2021: $51,257Expenses 2021: $32,467Net Income 2021: $18,7902021Revenue 2022: $55,679Expenses 2022: $53,106Net Income 2022: $2,5732022Revenue 2024: $70,745Expenses 2024: $68,102Net Income 2024: $2,6432024

Highlighted filing

2024

Revenue$70,745
Expenses$68,102
Net Income$2,643
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$168,934
Liabilities
$0
Net assets
$168,934
Revenue
$70,745
Expenses
$68,102
Net income
$2,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.71$0.68$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.56$0.53$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.51$0.32$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.05$0.94$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.11$1.34$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$1.40$1.72$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.38$1.21$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$1.23$1.45$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$1.34$1.11$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.81$0.73$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.85$0.70$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.93$0.60$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$70,745
Mission and Program Overview

Mission

Support of members and community promoting, developing, and maintaining project management skills.

Project management support and promotion

Program Services

DescriptionGrantsExpenses
PROJECT MANAGEMENT INSTITUTE NATIONAL AND REGIONAL CONFERENCES PROGRAM EVENTS - 1 HALF DAY WORKSHOP AND MONTHLY PROGRAM HOSTING AN EXPERT TO SPEAK ON A PARTICULAR TOPIC COVERED.-$0
ONE PROFESSIONAL DEVELOPMENT DAY INVOLVING ALL AREAS OF PROJECT MANAGEMENT.-$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE ENGELBERTHPresident-$0--
TERESA WATRYPast President-$0--
ROBIN MCLEMOREVP Finance-$0--
KATE MILANIVP Communications-$0--
TARA RADMANNVP Outreach-$0--
KRISTEN JACOBSVP Operations-$0--
JAY PLEMONVP Programs-$0--
ANNE QUICK-LAUGHLINVP Membership-$0--
CHELSEA JOHNSONVP Volunteering-$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute Northeast Wisconsin
EIN
72-1526696
In Care Of
% ROBIN D MCLEMORE
Phone
4143507044
Address
3576 E NORPORT DR, PORT WASHINGTON, WI 53074

Signing Officer

Name
Robin D Mclemore
Title
VP Finance
Phone
4143507044
Signed
2025-05-15
Discuss with paid preparer
No

Preparer

Firm
PL Tax and Accounting Inc
Address
806 S Military Ave, Green Bay, WI 54304
Preparer
Paul Lemberger
Phone
9209657740
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCONFERENCES CONVENTIONS SUPPLIES 1,000COMPUTER AND INTERNET 5,013TRAVEL EXPENSES 3,479OFFICE EXPENSE 16INSURANCE 235MISCELLANEOUS 1,491FOOD AND BEVERAGE 13,717PROMOTIONAL MATERIALS 2,192DUES AND SUBSCRIPTIONS 532CONFERENCES FOR VOLUNTEERS 2,350”

Raw XML Appendix145 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/PersonNm0ROBIN MCLEMORE
IRS990EZ/BooksInCareOfDetail/PhoneNum04143507044
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03576 E NORPORT DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0166291
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0168934
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02643
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt030400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0166291
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0168934
IRS990EZ/GrossReceiptsAmt070745
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019810
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0166291
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0168934
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0166291
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0168934
IRS990EZ/OccupancyRentUtltsAndMaintAmt05478
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE ENGELBERTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERESA WATRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBIN MCLEMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATE MILANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TARA RADMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTEN JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAY PLEMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANNE QUICK-LAUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHELSEA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OUTREACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP VOLUNTEERING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt030025
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROJECT MANAGEMENT SUPPORT AND PROMOTION
IRS990EZ/PrintingPublicationsPostageAmt02199
IRS990EZ/ProgramServiceRevenueAmt050914
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROJECT MANAGEMENT INSTITUTE NATIONAL AND REGIONAL CONFERENCES PROGRAM EVENTS - 1 HALF DAY WORKSHOP AND MONTHLY PROGRAM HOSTING AN EXPERT TO SPEAK ON A PARTICULAR TOPIC COVERED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ONE PROFESSIONAL DEVELOPMENT DAY INVOLVING ALL AREAS OF PROJECT MANAGEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068102
IRS990EZ/TotalRevenueAmt070745
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-NEW.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCONFERENCES CONVENTIONS SUPPLIES 1,000COMPUTER AND INTERNET 5,013TRAVEL EXPENSES 3,479OFFICE EXPENSE 16INSURANCE 235MISCELLANEOUS 1,491FOOD AND BEVERAGE 13,717PROMOTIONAL MATERIALS 2,192DUES AND SUBSCRIPTIONS 532CONFERENCES FOR VOLUNTEERS 2,350
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN D MCLEMORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143507044
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE NORTHEAST WISCONSIN
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0721526696
ReturnHeader/Filer/InCareOfNm0% ROBIN D MCLEMORE
ReturnHeader/Filer/PhoneNum04143507044
ReturnHeader/Filer/USAddress/AddressLine1Txt03576 E NORPORT DR
ReturnHeader/Filer/USAddress/CityNm0PORT WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053074
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454060270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PL Tax and Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0806 S Military Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Green Bay
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054304
ReturnHeader/PreparerPersonGrp/PhoneNum09209657740
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL LEMBERGER
ReturnHeader/ReturnTs02025-05-15T21:18:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits