Civic Intelligence

Project Management Institute Northeast Wisconsin

990EZ • Fiscal year 2016 • EIN 72-1526696

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 24, 2017

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

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

73rd percentile

12%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$170,574

Up $16,757 (+11%) from 2015

Net Assets

Up

$170,574

Up $16,757 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$138,018

Up $15,000 (+12%) from 2015

Expenses

Down

$121,261

Down $23,296 (-16%) from 2015

Net Income

Up

$16,757

Up $38,296 (+178%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$170,574
Liabilities$0
Net Assets$170,574

Operations Trend

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

2016

Revenue$138,018
Expenses$121,261
Net Income$16,757
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 24, 2017
Return Version
2016v3.0
Gross Receipts
$138,018
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROFESSIONAL DEVELOPMENT DAYS$0$63,131
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$21,466
PMP CERTIFICATION CLASS - A 12 WEEK COURSE TO HELP MEMBERS PREPARE FOR THE PMP OR CAPM CERTIFICATION EXAMS.$0$8,485
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY BELLVice President Communicati-$0--
ANDY MILLERPast President-$0--
ROBIN MCLEMOREVP Finance-$0--
PAUL CISZEWSKIVP Programs-$0--
PATRICK SINNOTTPresident-$0--
STACY LAMPEVice President Membership-$0--
PATRICK LIEBMANNVice President Operations-$0--
GREGG HIELEMAVice President Outreach-$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
2017-01-24
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: 145.

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

Description: conferences, conventions and meetings. Amount: 95,889. Description: computer and internet. Amount: 3,745. Description: dues and subscriptions. Amount: 334. Description: travel expenses. Amount: 14,700. Description: office expense. Amount: 5,866. Total to form 990-ez, line 16: 120,534.

Raw XML Appendix150 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/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/BOYAmt0153817
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0170574
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt016757
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0153817
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0170574
IRS990EZ/GrossReceiptsAmt0138018
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0145
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt014700
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0153817
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0170574
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0153817
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0170574
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
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/PersonNm7GREGG HIELEMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT COMMUNICATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT OUTREACH
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0120534
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF MEMBERS AND COMMUNITY PROMOTING, DEVELOPING, AND MAINTAINING PROJECT MANAGEMENT SKILLS.
IRS990EZ/PrintingPublicationsPostageAmt052
IRS990EZ/ProgramServiceRevenueAmt0123173
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL DEVELOPMENT DAYS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROJECT 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/DescriptionProgramSrvcAccomTxt2PMP CERTIFICATION CLASS - A 12 WEEK COURSE TO HELP MEMBERS PREPARE FOR THE PMP OR CAPM CERTIFICATION EXAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063131
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121466
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28485
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0121261
IRS990EZ/TotalProgramServiceExpensesAmt093082
IRS990EZ/TotalRevenueAmt0138018
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-NEW.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 145.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES, CONVENTIONS AND MEETINGS. AMOUNT: 95,889. DESCRIPTION: COMPUTER AND INTERNET. AMOUNT: 3,745. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 334. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 14,700. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 5,866. TOTAL TO FORM 990-EZ, LINE 16: 120,534.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN MCLEMORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07153459626
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00FFDACCB20A72B4F1CF65B10EA0CBF08B429BF5F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId077C2A228156754EA0DD85EDC7B05B40639B2FE82
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02017-01-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:51:31
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/ReturnTs02017-02-10T15:28:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits