Civic Intelligence

Project Management Institute Austin Chapter

990 • Fiscal year 2014 • EIN 74-2636247

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization ProfileWWW.PMIAUSTIN.ORG
3267 Bee Caves RdAustin, TX 78746

(512) 943-2764

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.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

3.6%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$436,539

Up $40,260 (+10%) from 2013

Net Assets

Up

$436,539

Up $40,260 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin74th percentile

Revenue

Up

$306,515

Up $10,787 (+3.6%) from 2013

Expenses

Up

$266,255

Up $19,418 (+7.9%) from 2013

Net Income

Down

$40,260

Down $8,631 (-18%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2011: $308,884Liabilities 2011: $0Net Assets 2011: $308,8842011Assets 2012: $347,388Liabilities 2012: $0Net Assets 2012: $347,3882012Assets 2013: $396,279Liabilities 2013: $0Net Assets 2013: $396,2792013Assets 2014: $436,539Liabilities 2014: $0Net Assets 2014: $436,5392014Assets 2015: $506,682Liabilities 2015: $0Net Assets 2015: $506,6822015Assets 2016: $478,704Liabilities 2016: $100Net Assets 2016: $478,6042016Assets 2017: $496,420Liabilities 2017: $8,907Net Assets 2017: $487,5132017Assets 2018: $409,081Liabilities 2018: $0Net Assets 2018: $409,0812018Assets 2019: $419,234Liabilities 2019: $358Net Assets 2019: $418,8762019Assets 2020: $435,288Liabilities 2020: $546Net Assets 2020: $434,7422020Assets 2021: $459,233Liabilities 2021: $5,323Net Assets 2021: $453,9102021Assets 2022: $430,075Liabilities 2022: $1,178Net Assets 2022: $428,8972022Assets 2023: $461,381Liabilities 2023: $3,706Net Assets 2023: $457,6752023Assets 2024: $486,343Liabilities 2024: $434Net Assets 2024: $485,9092024

Highlighted filing

2014

Assets$436,539
Liabilities$0
Net Assets$436,539
Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $254,0042011Expenses 2012: $216,7272012Revenue 2013: $295,728Expenses 2013: $246,837Net Income 2013: $48,8912013Revenue 2014: $306,515Expenses 2014: $266,255Net Income 2014: $40,2602014Revenue 2015: $330,716Expenses 2015: $260,573Net Income 2015: $70,1432015Revenue 2016: $303,880Expenses 2016: $331,958Net Income 2016: -$28,0782016Revenue 2017: $258,191Expenses 2017: $249,282Net Income 2017: $8,9092017Revenue 2018: $341,792Expenses 2018: $420,323Net Income 2018: -$78,5312018Revenue 2019: $375,126Expenses 2019: $365,578Net Income 2019: $9,5482019Revenue 2020: $130,608Expenses 2020: $114,742Net Income 2020: $15,8662020Revenue 2021: $114,793Expenses 2021: $95,625Net Income 2021: $19,1682021Revenue 2022: $140,383Expenses 2022: $165,396Net Income 2022: -$25,0132022Revenue 2023: $230,814Expenses 2023: $202,036Net Income 2023: $28,7782023Revenue 2024: $237,465Expenses 2024: $209,231Net Income 2024: $28,2342024

Highlighted filing

2014

Revenue$306,515
Expenses$266,255
Net Income$40,260
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Gross Receipts
$306,515
Mission and Program Overview

Mission

Promotion of project management

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$195,812$235,823▲ $40,011
Savings and Temporary Cash Investments$200,467$200,716▲ $249
Total Assets$396,279$436,539▲ $40,260
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$396,279$436,539▲ $40,260
Total Net Assets Fund Balance$396,279$436,539▲ $40,260
Total Liabilities and Net Assets / Fund Balance$396,279$436,539▲ $40,260
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Ram DokkaPresident
Rahul BhandariPresident-el
Lorna Stewart-bookerPast Preside
Carolyn J CarsonTreas/sec/VP
Kati KiefferVP Communica
Igor FrolowVP Education
Heather HallVP External
Veronica PhillipsVP Operation
Douglas HoganVP Prof Deve
Revenue and Support

Revenue Composition

Contributions and Grants
$10,718
Program Service Revenue
$295,541
Investment Income
$256
Other Revenue
$0
All Other Contributions
$10,718
Change in Net Assets
$40,260
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,255
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$175,625
Fees for Services Accounting---$8,953
Other Expenses---$3,721
Office Expenses---$2,682
Advertising---$862
All Other Expenses---$435
Total Functional Expenses$0$0$0$266,255
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is emailed to board members for approval prior to submission to the irs. The treasurer sends the draft form 990 to the board via email, and thereafter it is reviewed at a board meeting that is held prior to the filing date of the tax return.”

Form 990, Page 6, Part VI, Line 12C

“The organization monitors and enforces conflict of interest policy twice a year. One review of conflicts of interest takes place at the annual transition meeting, and another when the paperwork is signed.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
74-2636247
Phone
5129432764
Address
3267 BEE CAVES RD, AUSTIN, TX 78746

Signing Officer

Name
Rahul Bhandari
Title
President
Phone
5129432764
Signed
2015-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rahul Bhandari President
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
75,100

Preparer

Firm
Gindler Chappell Morrison & Co Pc
Address
100 E ANDERSON LANE STE 250, AUSTIN, TX 78752
Preparer
E E Chappell Jr
Phone
5128339600
Raw XML Appendix302 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-EL
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREAS/SEC/VP
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP PROF DEVE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP COMMUNICA
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OPERATION
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP EXTERNAL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS EMAILED TO BOARD MEMBERS FOR APPROVAL PRIOR TO SUBMISSION TO THE IRS. THE TREASURER SENDS THE DRAFT FORM 990 TO THE BOARD VIA EMAIL, AND THEREAFTER IT IS REVIEWED AT A BOARD MEETING THAT IS HELD PRIOR TO THE FILING DATE OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS AND ENFORCES CONFLICT OF INTEREST POLICY TWICE A YEAR. ONE REVIEW OF CONFLICTS OF INTEREST TAKES PLACE AT THE ANNUAL TRANSITION MEETING, AND ANOTHER WHEN THE PAPERWORK IS SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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ReturnHeader/Filer/EIN0742636247
ReturnHeader/Filer/PhoneNum05129432764
ReturnHeader/Filer/USAddress/AddressLine1Txt03267 BEE CAVES RD
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078746
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742532710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GINDLER CHAPPELL MORRISON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E ANDERSON LANE STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078752
ReturnHeader/PreparerPersonGrp/PhoneNum05128339600
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E E CHAPPELL JR
ReturnHeader/ReturnTs02015-05-11T12:01:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$436,539
Liabilities
$0
Net assets
$436,539
Revenue
$306,515
Expenses
$266,255
Net income
$40,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.00$4.86$2.37$2.09$0.28
2023Summary only. Only limited summary data is available for this year.$4.61$0.04$4.58$2.31$2.02$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.01$4.29$1.40$1.65$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.05$4.54$1.15$0.96$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.01$4.35$1.31$1.15$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.00$4.19$3.75$3.66$0.10
2018Summary only. Only limited summary data is available for this year.$4.09$0.00$4.09$3.42$4.20$0.79
2017Summary only. Only limited summary data is available for this year.$4.96$0.09$4.88$2.58$2.49$0.09
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$0.00$4.79$3.04$3.32$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$3.31$2.61$0.70
2014Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$3.07$2.66$0.40
2013Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$2.96$2.47$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.00$3.47$2.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$2.54