Civic Intelligence

Pmi Phoenix Chapter Inc

990EZ • Fiscal year 2017 • EIN 86-1013801

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 10, 2018

Organization Profilewww.phx-pmi.org
PO Box 26226Scottsdale, AZ 85255

(602) 712-1016

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

95th percentile

41%

Higher net margin than 95% 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

89th percentile

44%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$156,523

Up $47,946 (+44%) from 2016

Net Assets

Up

$156,523

Up $47,946 (+44%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$118,007

Up $13,235 (+13%) from 2016

Expenses

Down

$70,061

Down $17,099 (-20%) from 2016

Net Income

Up

$47,946

Up $30,334 (+172%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2017

Assets$156,523
Liabilities-
Net Assets$156,523
Open 2017 Filing

Operations Trend

Revenue Growth72nd 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

2017

Revenue$118,007
Expenses$70,061
Net Income$47,946
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 10, 2018
Return Version
2017v2.3
Gross Receipts
$118,007
Mission and Program Overview

Mission

MEMBER EDUCATION

Program Services

DescriptionGrantsExpenses
PROVIDED TRAINING, EDUCATION, AND NETWORKING OPPORTUNITIES TO OVER 2500 MEMBERS. HELPED MEMBERS ACHIEVE CERTIFICATION IN PROJECT MANAGEMENT TO ENHANCE CAREER DEVELOPMENT.--
TRAINING AND EDUCATION WAS DELIVERED VIA CLASSROOM AND ONLINE INSTRUCTION.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BALEYPresidentPT$0--
CORY SMITHPresident-ElectPT$0--
MARY RYANVP FinancePT$0--
TOM THORNVP Ext. RelationsPT$0--
SUSAN WYNNVP MembershipsPT$0--
RON ASKEWVP ProgramsPT$0--
BETH CHAPPELVP CommunicationsPT$0--
STEVE HARVEYVP OperationsPT$0--
JONATHAN NAIRMVP MarketingPT$0--
PAMELA SMITHImmediate Past President-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Pmi Phoenix Chapter Inc
EIN
86-1013801
Phone
6027121016
Address
PO BOX 26226, SCOTTSDALE, AZ 85255

Signing Officer

Name
David Casebere
Title
VP Finance
Signed
2018-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

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

“Advertising 4,326”

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

“Administrative Expenses 6,228”

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

“Internet Hosting 13,278”

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

“Conferences Meetings 27,272”

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

“Awards 130”

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

“Trave Expenses 14,149”

Form 990-EZ, Part V, Section A, Line 34

“The by laws were updated to have two year term for President, Past President, and President Elect. New VP of Marketing was added to the board of directors. The Past President will not have any duties unless requested but will continue to vote on the board.”

Raw XML Appendix146 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID CASEBERE
IRS990EZ/BooksInCareOfDetail/PhoneNum04804209720
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 26226
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085255
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0108577
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0156523
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt047946
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02475
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt01100
IRS990EZ/GrossReceiptsAmt0118007
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt073500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0108577
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0156523
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0156523
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1030.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9001.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN BALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CORY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM THORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN WYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RON ASKEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BETH CHAPPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVE HARVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JONATHAN NAIRM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PAMELA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP EXT. RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9IMMEDIATE PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065383
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBER EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt01103
IRS990EZ/ProgramServiceRevenueAmt044466
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TRAINING, EDUCATION, AND NETWORKING OPPORTUNITIES TO OVER 2500 MEMBERS. HELPED MEMBERS ACHIEVE CERTIFICATION IN PROJECT MANAGEMENT TO ENHANCE CAREER DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TRAINING AND EDUCATION WAS DELIVERED VIA CLASSROOM AND ONLINE INSTRUCTION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070061
IRS990EZ/TotalRevenueAmt0118007
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.phx-pmi.org
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising 4,326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative Expenses 6,228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Internet Hosting 13,278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences Meetings 27,272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Awards 130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Trave Expenses 14,149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The by laws were updated to have two year term for President, Past President, and President Elect. New VP of Marketing was added to the board of directors. The Past President will not have any duties unless requested but will continue to vote on the board.
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 V, Section A, Line 34
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CASEBERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMI PHOENIX CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PMIP
ReturnHeader/Filer/EIN0861013801
ReturnHeader/Filer/PhoneNum06027121016
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 26226
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085255
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FB89AD63E043DAE318F6B87E326B12FECFF9F8AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062E43348EE3C7DAB2011D4FB068CA8D1BCB2AB31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.162.157.61
ReturnHeader/FilingSecurityInformation/IPDt02018-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm019:12:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02018-04-10T08:33:36-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,523
Liabilities
-
Net assets
$156,523
Revenue
$118,007
Expenses
$70,061
Net income
$47,946
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. 2017 filings • 501(c)6 • <$500k nonprofits