Civic Intelligence

Pmi Phoenix Chapter Inc

990EZ • Fiscal year 2013 • EIN 86-1013801

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 25, 2014

Organization Profilewww.phx pmi.org
P O Box 2622685255

(602) 712-1016

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

54th percentile

0.01x

Higher debt load relative to revenue than 54% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

46th percentile

1.0%

Higher net margin than 46% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

28th percentile

-8.2%

Faster asset growth than 28% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$79,542

Down $7,118 (-8.2%) from 2012

Net Assets

Down

$78,687

Down $7,515 (-8.7%) from 2012

Liabilities

Up

$855

Up $397 (+87%) from 2012

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin46th percentile

Revenue

Down

$139,948

Down $26,002 (-16%) from 2012

Expenses

Down

$138,488

Down $7,927 (-5.4%) from 2012

Net Income

Down

$1,460

Down $18,075 (-93%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$400K$300K$200K$100K$0Assets 2010: $21,110Liabilities 2010: $0Net Assets 2010: $21,1102010Assets 2011: $66,669Liabilities 2011: $0Net Assets 2011: $66,6692011Assets 2012: $86,660Liabilities 2012: $458Net Assets 2012: $86,2022012Assets 2013: $79,542Liabilities 2013: $855Net Assets 2013: $78,6872013Assets 2014: $79,586Liabilities 2014: $300Net Assets 2014: $79,2862014Assets 2015: $90,965Net Assets 2015: $90,9652015Assets 2016: $108,577Net Assets 2016: $108,5772016Assets 2017: $156,523Net Assets 2017: $156,5232017Assets 2018: $197,603Net Assets 2018: $197,6032018Assets 2019: $243,382Net Assets 2019: $243,3822019Assets 2020: $296,009Net Assets 2020: $296,0092020Assets 2021: $311,829Net Assets 2021: $311,8292021Assets 2022: $314,911Net Assets 2022: $314,9112022Assets 2023: $349,307Net Assets 2023: $349,3072023Assets 2024: $368,697Net Assets 2024: $368,6972024

Highlighted filing

2013

Assets$79,542
Liabilities$855
Net Assets$78,687
Open 2013 Filing

Operations Trend

Revenue Growth19th percentile

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

$600K$400K$200K$0Expenses 2010: $429,2242010Expenses 2011: $158,2512011Revenue 2012: $165,950Expenses 2012: $146,415Net Income 2012: $19,5352012Revenue 2013: $139,948Expenses 2013: $138,488Net Income 2013: $1,4602013Revenue 2014: $121,228Expenses 2014: $120,629Net Income 2014: $5992014Revenue 2015: $107,534Expenses 2015: $95,855Net Income 2015: $11,6792015Revenue 2016: $104,772Expenses 2016: $87,160Net Income 2016: $17,6122016Revenue 2017: $118,007Expenses 2017: $70,061Net Income 2017: $47,9462017Revenue 2018: $133,545Expenses 2018: $92,465Net Income 2018: $41,0802018Revenue 2019: $132,175Expenses 2019: $86,396Net Income 2019: $45,7792019Revenue 2020: $100,305Expenses 2020: $47,678Net Income 2020: $52,6272020Revenue 2021: $82,253Expenses 2021: $65,880Net Income 2021: $16,3732021Revenue 2022: $94,754Expenses 2022: $91,672Net Income 2022: $3,0822022Revenue 2023: $157,606Expenses 2023: $123,210Net Income 2023: $34,3962023Revenue 2024: $165,368Expenses 2024: $145,978Net Income 2024: $19,3902024

Highlighted filing

2013

Revenue$139,948
Expenses$138,488
Net Income$1,460
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 25, 2014
Return Version
2013v3.1
Gross Receipts
$139,948
Mission and Program Overview

Mission

Member education and networking

MEMBER EDUCATION

Program Services

DescriptionGrantsExpenses
THE CHAPTER SERVED OVER 2300 MEMBERS DURING 2012. PROVIDED EDUCATION OPPORTUNITIES TO MEMBERS TO MAINTAIN THEIR CREDENTIALS IN THE PROJECT MANAGEMENT FIELD.--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN MEYERPres ElectPT$0--
DAVID CASEBEREVP FinancePT$0--
HAL KORFFVP Prof DevelopmentPT$0--
MARCIA COREVP MembershipPT$0--
WILLIAM RADEMACHERVP ProgramsPT$0--
PATRICK FULLERVP External RelationsPT$0--
PAMELA SMITHVP CommunicationsPT$0--
VIVEK CHAUDHARYVP OperationsPT$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

EIN
86-1013801
Phone
6027121016

Signing Officer

Name
David Casebere
Title
VP Finance
Signed
2014-03-25
Discuss with paid preparer
Yes

Preparer

Preparer
Carolyn Sechler
Phone
6022302700
Supplemental Narrative

Additional Explanations

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

“Travel 14,366”

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

“Meals and entertainment 1,437”

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

“Conferences, conventions, and meetings 80,089”

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

“Supplies 537”

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

“Telephone 2,830”

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

“Office/administrative expenses 1,364”

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

“INTERNET HOSTING 20,701”

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

“Charitable donations 1,316”

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

“OTHER EXPENSES 2,185”

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

“BANK FEES 2,057”

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

“Advertising and promotion 2,345”

Form 990-EZ, Part I, Line 20, Net Assets

“Prior period adjustment -8,975”

Form 990-EZ, Part II, Line 24, Other Assets

“FIXED ASSETS NET Beginning of year 990, End of year 573”

Form 990-EZ, Part II, Line 26, Liabilities

“ACCOUNTS PAYABLE Beginning of year 458, End of year 855”

Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID CASEBERE
IRS990EZ/BooksInCareOfDetail/PhoneNum06027121016
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10P O BOX 26226
IRS990EZ/BooksInCareOfDetail/USAddress/City0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/State0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode085255
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085670
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078969
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09900
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01460
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03225
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086660
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079542
IRS990EZ/GrossReceiptsAmt0139948
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt062860
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086202
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078687
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086202
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078687
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7005.00
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/PersonNm0KAREN MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID CASEBERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HAL KORFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARCIA CORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM RADEMACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATRICK FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAMELA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VIVEK CHAUDHARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROF DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP EXTERNAL RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OPERATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0990
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0573
IRS990EZ/OtherChangesInNetAssetsAmt0-8975
IRS990EZ/OtherExpensesTotalAmt0129227
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBER EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt06036
IRS990EZ/ProgramServiceRevenueAmt067188
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CHAPTER SERVED OVER 2300 MEMBERS DURING 2012. PROVIDED EDUCATION OPPORTUNITIES TO MEMBERS TO MAINTAIN THEIR CREDENTIALS IN THE PROJECT MANAGEMENT FIELD.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0458
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0855
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0138488
IRS990EZ/TotalRevenueAmt0139948
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.phx pmi.org
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 14,366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 1,437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 80,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone 2,830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE/ADMINISTRATIVE EXPENSES 1,364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INTERNET HOSTING 20,701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHARITABLE DONATIONS 1,316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER EXPENSES 2,185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK FEES 2,057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ADVERTISING AND PROMOTION 2,345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PRIOR PERIOD ADJUSTMENT -8,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FIXED ASSETS NET Beginning of year 990, End of year 573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACCOUNTS PAYABLE Beginning of year 458, End of year 855
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CASEBERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10PMI PHOENIX CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PMIP
ReturnHeader/Filer/EIN0861013801
ReturnHeader/Filer/PhoneNum06027121016
ReturnHeader/Filer/USAddress/AddressLine10P O Box 26226
ReturnHeader/Filer/USAddress/City0SCOTTSDALE
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SECHLER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10921 E ORANGE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085014
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN SECHLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-03-25T06:50:00-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,542
Liabilities
$855
Net assets
$78,687
Revenue
$139,948
Expenses
$138,488
Net income
$1,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.69$3.69$1.65$1.46$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.49$3.49$1.58$1.23$0.34
2022Detailed filing. Detailed filing data is available for this year.$3.15$3.15$0.95$0.92$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.12$3.12$0.82$0.66$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.96$2.96$1.00$0.48$0.53
2019Detailed filing. Detailed filing data is available for this year.$2.43$2.43$1.32$0.86$0.46
2018Detailed filing. Detailed filing data is available for this year.$1.98$1.98$1.34$0.92$0.41
2017Detailed filing. Detailed filing data is available for this year.$1.57$1.57$1.18$0.70$0.48
2016Detailed filing. Detailed filing data is available for this year.$1.09$1.09$1.05$0.87$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.08$0.96$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.79$1.21$1.21$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$1.40$1.38$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.86$1.66$1.46$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$1.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$4.29
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • <$500k nonprofits