Civic Intelligence

Project Managment Institute

EIN 76-0298696 • 501(c)6 • Houston, TX

Profile

Build professionalism in project management - professional develeopment proved conferences and monthly meetings

PO Box 42568Houston, TX 77242

www.pmihouston.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

26th percentile

-4.8%

Higher net margin than 26% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

32nd percentile

-2.7%

Faster asset growth than 32% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-1.2%

Faster revenue growth than 33% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$701,339

Down $19,387 (-2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$701,339

Down $19,387 (-2.7%) from 2023

Operations
Liabilities / Revenue26th percentileNet Margin26th percentile

Revenue

Down

$400,372

Down $4,974 (-1.2%) from 2023

Expenses

Up

$419,759

Up $34,807 (+9.0%) from 2023

Net Income

Down

-$19,387

Down $39,781 (-195%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2010: $654,073Liabilities 2010: $0Net Assets 2010: $654,0732010Assets 2011: $450,235Liabilities 2011: $0Net Assets 2011: $450,2352011Assets 2012: $591,403Liabilities 2012: $0Net Assets 2012: $591,4032012Assets 2013: $722,248Liabilities 2013: $0Net Assets 2013: $722,2482013Assets 2014: $893,257Liabilities 2014: -$65Net Assets 2014: $893,3222014Assets 2015: $808,987Liabilities 2015: $0Net Assets 2015: $808,9872015Assets 2016: $707,425Liabilities 2016: $0Net Assets 2016: $707,4252016Assets 2017: $699,833Liabilities 2017: $0Net Assets 2017: $699,8332017Assets 2018: $716,684Liabilities 2018: $0Net Assets 2018: $716,6842018Assets 2019: $830,721Liabilities 2019: $0Net Assets 2019: $830,7212019Assets 2020: $872,712Liabilities 2020: $0Net Assets 2020: $872,7122020Assets 2021: $906,396Liabilities 2021: $0Net Assets 2021: $906,3962021Assets 2022: $700,332Liabilities 2022: $0Net Assets 2022: $700,3322022Assets 2023: $720,726Liabilities 2023: $0Net Assets 2023: $720,7262023Assets 2024: $701,339Liabilities 2024: $0Net Assets 2024: $701,3392024

Highlighted filing

2024

Assets$701,339
Liabilities$0
Net Assets$701,339
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $718,3592010Revenue 2011: $719,326Expenses 2011: $923,164Net Income 2011: -$203,8382011Expenses 2012: $795,8112012Revenue 2013: $861,409Expenses 2013: $730,563Net Income 2013: $130,8462013Revenue 2014: $867,257Expenses 2014: $696,236Net Income 2014: $171,0212014Revenue 2015: $849,484Expenses 2015: $933,535Net Income 2015: -$84,0512015Revenue 2016: $772,134Expenses 2016: $873,978Net Income 2016: -$101,8442016Revenue 2017: $609,116Expenses 2017: $616,708Net Income 2017: -$7,5922017Revenue 2018: $482,793Expenses 2018: $466,281Net Income 2018: $16,5122018Revenue 2019: $526,727Expenses 2019: $412,690Net Income 2019: $114,0372019Revenue 2020: $224,566Expenses 2020: $182,575Net Income 2020: $41,9912020Revenue 2021: $188,401Expenses 2021: $154,717Net Income 2021: $33,6842021Revenue 2022: $252,443Expenses 2022: $458,609Net Income 2022: -$206,1662022Revenue 2023: $405,346Expenses 2023: $384,952Net Income 2023: $20,3942023Revenue 2024: $400,372Expenses 2024: $419,759Net Income 2024: -$19,3872024

Highlighted filing

2024

Revenue$400,372
Expenses$419,759
Net Income-$19,387
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$701,339
Liabilities
$0
Net assets
$701,339
Revenue
$400,372
Expenses
$419,759
Net income
-$19,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.01$0.00$7.01$4.00$4.20$0.19
2023Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$4.05$3.85$0.20
2022Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$2.52$4.59$2.06
2021Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$1.88$1.55$0.34
2020Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$2.25$1.83$0.42
2019Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$5.27$4.13$1.14
2018Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$4.83$4.66$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$6.09$6.17$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$7.72$8.74$1.02
2015Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$8.49$9.34$0.84
2014Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$8.67$6.96$1.71
2013Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$8.61$7.31$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.00$5.91$7.96
2011Summary only. Only limited summary data is available for this year.$4.50$0.00$4.50$7.19$9.23$2.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.54$0.00$6.54$7.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$400,372
Mission and Program Overview

Mission

Build professionalism in project management - professional develeopment proved conferences and monthly meetings

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$720,726$701,339▼ $19,387
Cash and Non-Interest-Bearing Accounts$562,487$539,636▼ $22,851
Savings and Temporary Cash Investments$158,239$161,703▲ $3,464
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$720,726$701,339▼ $19,387
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$720,726$701,339▼ $19,387
Total Liabilities and Net Assets / Fund Balance$720,726$701,339▼ $19,387
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Walter VialiPast President
Caroline GormleyPresident
Dan KrishockVP Communicat.
Katy DoanVP Finance
Jason WintersVP Marketing
Danielle TabachnickVP Membership
Carla CallumVP Outreach
Elwanda BennettVP Pro. Devel.
Jim BenvieVP Programs
Emy Aninzo-wongVP Technology
Roli KulkamiVP Volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$194,358
Program Service Revenue
$181,851
Investment Income
$3,464
Other Revenue
$20,699
All Other Contributions
$13,000
Change in Net Assets
$-19,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$419,759
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
Fees for Services Management$71,720$17,930-$89,650
Conferences and Meetings$48,203--$48,203
All Other Expenses$1,358$29,555-$30,913
Other Expenses$31,734$27,619-$27,619
Occupancy$19,999--$19,999
Fees for Services Accounting-$9,440-$9,440
Travel$1,694--$1,694
Office Expenses-$299-$299
Insurance-$281-$281
Fees for Services Other-$205-$205
Total Functional Expenses$334,430$85,329$0$419,759
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organziation's president and treasurer review the return before it is filed.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Project Managment Institute
EIN
76-0298696
Phone
2817726906
Address
PO BOX 42568, HOUSTON, TX 77242

Signing Officer

Name
Caroline Gormley
Title
President
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
0
Employees
0

Preparer

Firm
Bruce A Sostak PC
Address
3309 SANTANA LANE, Plano, TX 75023
Preparer
Bruce a Sostak
Phone
9725670260
Raw XML Appendix371 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/TitleTxt2VP PRO. DEVEL.
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP COMMUNICAT.
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP VOLUNTEERS
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP TECHNOLOGY
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1AUDIO/VISUAL
IRS990/OtherExpensesGrp/Desc2CONFERENCES FOR VOLUNTEERS
IRS990/OtherExpensesGrp/Desc3BRANDING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027619
IRS990/OtherExpensesGrp/ProgramServicesAmt0122689
IRS990/OtherExpensesGrp/ProgramServicesAmt137033
IRS990/OtherExpensesGrp/ProgramServicesAmt231734
IRS990/OtherExpensesGrp/TotalAmt0122689
IRS990/OtherExpensesGrp/TotalAmt137033
IRS990/OtherExpensesGrp/TotalAmt231734
IRS990/OtherExpensesGrp/TotalAmt327619
IRS990/OtherRevenueMiscGrp/Desc0NET WRITE OFFS
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018034
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12665
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018034
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12665
IRS990/OtherRevenueTotalAmt020699
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEETING REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0181851
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0181851
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0199066
IRS990/PYInvestmentIncomeAmt03362
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0384952
IRS990/PYProgramServiceRevenueAmt0202918
IRS990/PYRevenuesLessExpensesAmt020394
IRS990/PYTotalExpensesAmt0384952
IRS990/PYTotalRevenueAmt0405346
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-19387
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0720726
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0701339
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0158239
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0161703
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANZIATION'S PRESIDENT AND TREASURER REVIEW THE RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0720726
IRS990/TotalAssetsEOYAmt0701339
IRS990/TotalAssetsGrp/BOYAmt0720726
IRS990/TotalAssetsGrp/EOYAmt0701339
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0194358
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085329
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0334430
IRS990/TotalFunctionalExpensesGrp/TotalAmt0419759
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0720726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0701339
IRS990/TotalProgramServiceRevenueAmt0181851
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0206014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0400372
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0720726
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0701339
IRS990/TravelGrp/ProgramServicesAmt01694
IRS990/TravelGrp/TotalAmt01694
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 42568
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077242
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.PMIHOUSTON.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLINE GORMLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGMENT INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOUSTON CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0760298696
ReturnHeader/Filer/PhoneNum02817726906
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 42568
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077242
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752677448
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bruce A Sostak PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03309 SANTANA LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075023
ReturnHeader/PreparerPersonGrp/PhoneNum09725670260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE A SOSTAK
ReturnHeader/ReturnTs02025-11-13T09:58:19-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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