Civic Intelligence

Project Management Institute Northeast Wisconsin

990EZ • Fiscal year 2015 • EIN 72-1526696

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 01, 2016

Organization ProfileWWW.PMI-NEW.ORG
3576 East Norport DrPort Washington, WI 53074

(715) 345-9626

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

14th percentile

-18%

Higher net margin than 14% 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

23rd percentile

-12%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

30th percentile

-8.1%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$153,817

Down $21,539 (-12%) from 2014

Net Assets

Down

$153,817

Down $21,539 (-12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin14th percentile

Revenue

Down

$123,018

Down $10,843 (-8.1%) from 2014

Expenses

Up

$144,557

Up $33,451 (+30%) from 2014

Net Income

Down

-$21,539

Down $44,294 (-195%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$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

2015

Assets$153,817
Liabilities$0
Net Assets$153,817
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

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

2015

Revenue$123,018
Expenses$144,557
Net Income-$21,539
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 1, 2016
Return Version
2015v2.1
Gross Receipts
$123,018
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROFESSIONAL DEVELOPMENT DAYS$0$91,931
PROJECT MANAGEMENT INSTITUTE NATIONAL AND REGIONAL CONFERENCES PROGRAM EVENTS - 1 DAY WORKSHOPS 1-2 TIMES PER YEAR HOSTING AN EXPERT TO SPEAK ON THE PARTICULAR TOPIC COVERED.$0$23,542
PMP CERTIFICATION CLASS - A 12 WEEK COURSE TO HELP MEMBERS PREPARE FOR THE PMP OR CAPM CERTIFICATION EXAMS.$0$10,033
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY BELLVice President Communicati-$0--
ANDY MILLERPast President/VP Outreach-$0--
ROBIN MCLEMOREVP Finance-$0--
PAUL CISZEWSKIVP Programs-$0--
PATRICK SINNOTTPresident-$0--
STACY LAMPEVice President Membership-$0--
PATRICK LIEBMANNVice President Operations-$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute Northeast
EIN
72-1526696
Phone
7153459626
Address
3576 EAST NORPORT DR, PORT WASHINGTON, WI 53074

Signing Officer

Name
Robin Mclemore
Title
Treasurer
Phone
7153459626
Signed
2016-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
201 FRONTENAC AVE PO BOX 106, STEVENS POINT, WI 54481-0106
Preparer
Stacey Donovan CPA
Phone
7153444984
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 156.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conferences, conventions and meetings. Amount: 120,109. Description: computer and internet. Amount: 2,978. Description: dues and subscriptions. Amount: 124. Description: travel expenses. Amount: 13,255. Description: office expense. Amount: 6,551. Total to form 990-ez, line 16: 143,017.”

Raw XML Appendix138 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBIN MCLEMORE
IRS990EZ/BooksInCareOfDetail/PhoneNum07153459626
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03576 EAST NORPORT DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0175356
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153817
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-21539
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0175356
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0153817
IRS990EZ/GrossReceiptsAmt0123018
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0156
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt012915
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0175356
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0153817
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0175356
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0153817
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERRY BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBIN MCLEMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL CISZEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICK SINNOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STACY LAMPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATRICK LIEBMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT COMMUNICATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT/VP OUTREACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT OPERATIONS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0143017
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF MEMBERS AND COMMUNITY PROMOTING, DEVELOPING, AND MAINTAINING PROJECT MANAGEMENT SKILLS.
IRS990EZ/PrintingPublicationsPostageAmt0865
IRS990EZ/ProgramServiceRevenueAmt0109947
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL DEVELOPMENT DAYS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PMP CERTIFICATION CLASS - A 12 WEEK COURSE TO HELP MEMBERS PREPARE FOR THE PMP OR CAPM CERTIFICATION EXAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROJECT MANAGEMENT INSTITUTE NATIONAL AND REGIONAL CONFERENCES PROGRAM EVENTS - 1 DAY WORKSHOPS 1-2 TIMES PER YEAR HOSTING AN EXPERT TO SPEAK ON THE PARTICULAR TOPIC COVERED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091931
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110033
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt223542
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0144557
IRS990EZ/TotalProgramServiceExpensesAmt0125506
IRS990EZ/TotalRevenueAmt0123018
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-NEW.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES, CONVENTIONS AND MEETINGS. AMOUNT: 120,109. DESCRIPTION: COMPUTER AND INTERNET. AMOUNT: 2,978. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 124. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 13,255. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 6,551. TOTAL TO FORM 990-EZ, LINE 16: 143,017.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN MCLEMORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07153459626
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE NORTHEAST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WISCONSIN
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0721526696
ReturnHeader/Filer/PhoneNum07153459626
ReturnHeader/Filer/USAddress/AddressLine1Txt03576 EAST NORPORT DR
ReturnHeader/Filer/USAddress/CityNm0PORT WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053074
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 FRONTENAC AVE PO BOX 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STEVENS POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0544810106
ReturnHeader/PreparerPersonGrp/PhoneNum07153444984
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACEY DONOVAN CPA
ReturnHeader/ReturnTs02016-02-25T15:04:02-06:00
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
$153,817
Liabilities
$0
Net assets
$153,817
Revenue
$123,018
Expenses
$144,557
Net income
-$21,539
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
2015Detailed filing. Detailed filing data is available for this year.$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