Civic Intelligence

Project Management Institute Northeast Wisconsin

990EZ • Fiscal year 2019 • EIN 72-1526696

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

Organization ProfileWWW.PMI-NEW.ORG
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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

68th percentile

10%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

63rd percentile

9.2%

Faster asset growth than 63% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-5.9%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$125,816

Up $10,624 (+9.2%) from 2018

Net Assets

Up

$125,816

Up $10,624 (+9.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin68th percentile

Revenue

Down

$104,513

Down $6,524 (-5.9%) from 2018

Expenses

Down

$93,889

Down $40,202 (-30%) from 2018

Net Income

Up

$10,624

Up $33,678 (+146%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2019

Assets$125,816
Liabilities$0
Net Assets$125,816
Open 2019 Filing

Operations Trend

Revenue Growth35th 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

2019

Revenue$104,513
Expenses$93,889
Net Income$10,624
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.1
Gross Receipts
$104,513
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROFESSIONAL DEVELOPMENT DAYS$0$60,969
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$9,843
PMP CERTIFICATION CLASS - A 12 WEEK COURSE TO HELP MEMBERS PREPARE FOR THE PMP OR CAPM CERTIFICATION EXAMS.$0$2,814
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA JONESVice President Communications-$0--
PATRICK GREENWELLVice Pres Of Program And Operations-$0--
STEPHANIE ENGELBERTHVice President Of Finance-$0--
PATRICK SINNOTTPast President-$0--
JOELLA ELLIOTTVice President Membership-$0--
PATRICK LIEBMANNPresident-$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
Stephanie Engelberth
Title
Vice President of Finance
Phone
4143507044
Signed
2020-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 97.”

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

“Description: conferences, conventions and meetings. Amount: 75,004. Description: computer and internet. Amount: 3,717. Description: travel expenses. Amount: 5,963. Description: office expense. Amount: 4,866. Description: insurance. Amount: 247. Description: miscellaneous. Amount: 760. Description: volunteer development. Amount: 84. Total to form 990-ez, line 16: 90,641.”

Raw XML Appendix139 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/BusinessNameLine1Txt0STEPHANIE ENGELBERTH
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/BOYAmt0115192
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125816
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt010624
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01244
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0115192
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125816
IRS990EZ/GrossReceiptsAmt0104513
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt097
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt016560
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0115192
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125816
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0115192
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125816
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICK GREENWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE ENGELBERTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICK SINNOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOELLA ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATRICK LIEBMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES OF PROGRAM AND OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt090641
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF MEMBERS AND COMMUNITY PROMOTING, DEVELOPING, AND MAINTAINING PROJECT MANAGEMENT SKILLS.
IRS990EZ/PrintingPublicationsPostageAmt02004
IRS990EZ/ProgramServiceRevenueAmt087856
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/ProgramServiceExpensesAmt060969
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19843
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22814
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt093889
IRS990EZ/TotalProgramServiceExpensesAmt073626
IRS990EZ/TotalRevenueAmt0104513
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PMI-NEW.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 97.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES, CONVENTIONS AND MEETINGS. AMOUNT: 75,004. DESCRIPTION: COMPUTER AND INTERNET. AMOUNT: 3,717. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 5,963. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 4,866. DESCRIPTION: INSURANCE. AMOUNT: 247. DESCRIPTION: MISCELLANEOUS. AMOUNT: 760. DESCRIPTION: VOLUNTEER DEVELOPMENT. AMOUNT: 84. TOTAL TO FORM 990-EZ, LINE 16: 90,641.
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE ENGELBERTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143507044
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-08
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FE205F490CD364581C5AD5A958F5BB2F24B861C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:03:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON
ReturnHeader/ReturnTs02020-05-08T15:52:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,816
Liabilities
$0
Net assets
$125,816
Revenue
$104,513
Expenses
$93,889
Net income
$10,624
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. 2019 filings • 501(c)6 • <$500k nonprofits