Civic Intelligence

Project Management Institute Northeast Wisconsin

990EZ • Fiscal year 2017 • EIN 72-1526696

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 19, 2018

3576 East Norport DrPort Washington, WI 53074

(414) 350-7044

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-23%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

17th percentile

-19%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.4%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$138,246

Down $32,328 (-19%) from 2016

Net Assets

Down

$138,246

Down $32,328 (-19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$139,896

Up $1,878 (+1.4%) from 2016

Expenses

Up

$172,224

Up $50,963 (+42%) from 2016

Net Income

Down

-$32,328

Down $49,085 (-293%) from 2016

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

2017

Assets$138,246
Liabilities$0
Net Assets$138,246

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

2017

Revenue$139,896
Expenses$172,224
Net Income-$32,328
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 19, 2018
Return Version
2017v2.2
Gross Receipts
$139,896
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROFESSIONAL DEVELOPMENT DAYS$0$102,502
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$37,571
PMP CERTIFICATION CLASS - A 12 WEEK COURSE TO HELP MEMBERS PREPARE FOR THE PMP OR CAPM CERTIFICATION EXAMS.$0$3,247
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY BELLVice President Communicati-$0--
PATRICK GREENWELLVice President Operations-$0--
ROBIN MCLEMOREVP Finance-$0--
PAUL CISZEWSKIVP Programs-$0--
PATRICK SINNOTTPast President-$0--
STACY LAMPEVice President Membership-$0--
PATRICK LIEBMANNPresident-$0--
GREGG HIELEMAVice President Outreach-$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute Northeast
EIN
72-1526696
Phone
4143507044
Address
3576 EAST NORPORT DR, PORT WASHINGTON, WI 53074

Signing Officer

Name
Robin Mclemore
Title
Treasurer
Phone
4143507044
Signed
2018-02-19
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Description: interest income. Amount: 144.

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

Description: conferences, conventions and meetings. Amount: 128,577. Description: computer and internet. Amount: 13,044. Description: dues and subscriptions. Amount: 885. Description: travel expenses. Amount: 18,706. Description: office expense. Amount: 8,128. Description: insurance. Amount: 200. Total to form 990-ez, line 16: 169,540.

Raw XML Appendix151 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/PhoneNum04143507044
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03576 EAST NORPORT DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0170574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0138246
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-32328
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0170574
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0138246
IRS990EZ/GrossReceiptsAmt0139896
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0144
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt015565
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0170574
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138246
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0170574
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138246
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/PersonNm1PATRICK GREENWELL
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/TitleTxt1VICE PRESIDENT OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT OUTREACH
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0169540
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF MEMBERS AND COMMUNITY PROMOTING, DEVELOPING, AND MAINTAINING PROJECT MANAGEMENT SKILLS.
IRS990EZ/PrintingPublicationsPostageAmt01984
IRS990EZ/ProgramServiceRevenueAmt0124187
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/ProgramServiceExpensesAmt0102502
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt137571
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23247
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0172224
IRS990EZ/TotalProgramServiceExpensesAmt0143320
IRS990EZ/TotalRevenueAmt0139896
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-NEW.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 144.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES, CONVENTIONS AND MEETINGS. AMOUNT: 128,577. DESCRIPTION: COMPUTER AND INTERNET. AMOUNT: 13,044. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 885. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 18,706. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 8,128. DESCRIPTION: INSURANCE. AMOUNT: 200. TOTAL TO FORM 990-EZ, LINE 16: 169,540.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN MCLEMORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04143507044
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE NORTHEAST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WISCONSIN
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0721526696
ReturnHeader/Filer/PhoneNum04143507044
ReturnHeader/Filer/USAddress/AddressLine1Txt03576 EAST NORPORT DR
ReturnHeader/Filer/USAddress/CityNm0PORT WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053074
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07ABDF88AE6302E67C79326FB1C43098D4131D56C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07FA111DA1DF952C3932DE9B02872546115851591
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-02-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm006:46:16
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/PreparationDt02018-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02018-02-19T16:27:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings