Civic Intelligence

Pmi Phoenix Chapter Inc

990EZ • Fiscal year 2019 • EIN 86-1013801

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 20, 2020

PO Box 26226Scottsdale, AZ 85255

(480) 543-0026

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

93rd percentile

35%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

45th percentile

-1.0%

Faster revenue growth than 45% of similar nonprofits.

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

Assets

Up

$243,382

Up $45,779 (+23%) from 2018

Net Assets

Up

$243,382

Up $45,779 (+23%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$132,175

Down $1,370 (-1.0%) from 2018

Expenses

Down

$86,396

Down $6,069 (-6.6%) from 2018

Net Income

Up

$45,779

Up $4,699 (+11%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$243,382
Liabilities-
Net Assets$243,382

Operations Trend

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

2019

Revenue$132,175
Expenses$86,396
Net Income$45,779
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 20, 2020
Return Version
2019v5.1
Gross Receipts
$132,175
Mission and Program Overview

Mission

MEMBER EDUCATION

Program Services

DescriptionGrantsExpenses
DURING 2019 THE PMI PHOENIX CHAPTER PROVIDED EDUCATIONAL TRAINING AND CERTIFICATION PROGRAMS IN THE FIELD OF PROJECT MANAGEMENT FOR 2,554 MEMBERS--
PMI PROVIDED NETWORKING OPPORTUNITIES TO ENHANCE JOB SEARCH AND CAREER ADVANCEMENT FOR ITS MEMBERS.--
PMI ALSO PROVIDED LEADERSHIP OPPORTUNITIES AND TRAINING TO ABOUT 120 MEMBERS WHO VOLUNTEERED TO PARTICIPATE IN A WIDE RANGE OF CHAPTER POSITIONS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORY SMITHPresidentPT$0--
JOHN BALEYPast PresidentPT$0--
DAVID CASEBEREVP Finance/TreasurerPT$0--
STEVE HARVEYVP Operations / SecretaryPT$0--
JIM JOHNSONVP ProgramsPT$0--
JOHN CHOATEVP Membership-$0--
JONATHAN NAIRNVP Professional Development-$0--
NICOLE LANGSTONVP MarketingPT$0--
TREVOR STASIKVP External RelationsPT$0--
MARY RYANVP Remote LocationsPT$0--
SHANE CRETACCIVP TechnologyPT$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
4805430026
Address
PO BOX 26226, SCOTTSDALE, AZ 85255

Signing Officer

Name
Cory Smith
Title
President
Signed
2020-03-20
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 3,670

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

Administrative Expenses 14,254

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

IT Expenses 11,410

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

Conferences Meetings 20,201

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

Awards 97

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

Travel Expenses 26,252

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

Depreciation 1,489

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

Insurance 1,202

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

Fixed Assets Net Beginning of year 6,702, End of year 5,213

Form 990-EZ, Part V, Line 34

There were changes to the chapters bylaws in 2019 as follows 1 added VP Remote Locations and 2 renamed VP of Communications to VP of Technology.Marketing absorbed the communications duties.

Raw XML Appendix160 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CORY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN BALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID CASEBERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE HARVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM JOHNSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JONATHAN NAIRN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARY RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SHANE CRETACCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OPERATIONS / SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP PROFESSIONAL DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP EXTERNAL RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP REMOTE LOCATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP TECHNOLOGY
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PMI ALSO PROVIDED LEADERSHIP OPPORTUNITIES AND TRAINING TO ABOUT 120 MEMBERS WHO VOLUNTEERED TO PARTICIPATE IN A WIDE RANGE OF CHAPTER POSITIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising 3,670
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IT Expenses 11,410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences Meetings 20,201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Awards 97
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 1,489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance 1,202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fixed Assets Net Beginning of year 6,702, End of year 5,213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9There were changes to the chapters bylaws in 2019 as follows 1 added VP Remote Locations and 2 renamed VP of Communications to VP of Technology.Marketing absorbed the communications duties.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part V, Line 34
ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CORY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMI PHOENIX CHAPTER INC
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ReturnHeader/Filer/EIN0861013801
ReturnHeader/Filer/PhoneNum04805430026
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ReturnHeader/FilingSecurityInformation/IPTm004:30:05
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
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ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02020-03-23T10:04:31-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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