Civic Intelligence

Pmi Phoenix Chapter Inc

990EZ • Fiscal year 2021 • EIN 86-1013801

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 25, 2022

Organization ProfilePHX-PMI.ORG
3104 E Camelback Rd Un 7138Phoenix, AZ 85016

(480) 420-9720

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

5.3%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-18%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$311,829

Up $15,820 (+5.3%) from 2020

Net Assets

Up

$311,829

Up $15,820 (+5.3%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Down

$82,253

Down $18,052 (-18%) from 2020

Expenses

Up

$65,880

Up $18,202 (+38%) from 2020

Net Income

Down

$16,373

Down $36,254 (-69%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2021

Assets$311,829
Liabilities-
Net Assets$311,829
Open 2021 Filing

Operations Trend

Revenue Growth27th 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

2021

Revenue$82,253
Expenses$65,880
Net Income$16,373
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 25, 2022
Return Version
2021v4.2
Gross Receipts
$82,253
Mission and Program Overview

Mission

MEMBER EDUCATION

Member education and networking

Program Services

DescriptionGrantsExpenses
PMI PHOENIX CHAPTER PROVIDED EDUCATIONAL TRAINING AND CERTIFICATION PROGRAMS IN THE FIELD OF PROJECT MANAGEMENT FOR OVER 2,400 MEMBERS.--
WE OFFER NETWORKING OPPORTUNITIES TO ENHANCE JOB SEARCH AND CAREER ADVANCEMENT FOR ITS MEMBERS.--
PMI ALSO PROVIDED LEADERSHIP OPPORTUNITIES AND TRAINING TO MEMBERS WHO VOLUNTEERED TO PARTICIPATE IN A WIDE RANGE OF CHAPTER POSITIONS.--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANE CRETACCIPresident ChairPT$0--
CORY SMITHPast President ChairPT$0--
DAVE CASEBERETreasurerPT$0--
MARISSA AKINSDirectorPT$0--
AMY OSTENDirectorPT$0--
KARINA DALTONDirectorPT$0--
STEVE POESSNECKERDirectorPT$0--
STEPHANIE HANKODirectorPT$0--
CHRISTOPHER GENTRYDirectorPT$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
4804209720
Address
3104 E CAMELBACK RD UN 7138, PHOENIX, AZ 85016

Signing Officer

Name
Shane Cretacci
Title
President Chair
Phone
4804209720
Signed
2022-08-25
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 3,755”

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

“Administrative Expenses 30,546”

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

“Annual Software and IT Expenses 13,040”

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

“Conferences Meetings 8,587”

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

“Depreciation 2,631”

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

“Insurance 1,000”

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

“Prior period adjustment -553”

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

“Fixed Assets Net Beginning of year 9,135, End of year 5,952”

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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0SHANE CRETACCI
IRS990EZ/BooksInCareOfDetail/PhoneNum04804209720
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03104 E Camelback Ste 7138
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085016
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0286874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0305877
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016373
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt082253
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01153
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt079440
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0296009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0311829
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0311829
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANE CRETACCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CORY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVE CASEBERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARISSA AKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY OSTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KARINA DALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE POESSNECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEPHANIE HANKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRISTOPHER GENTRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09135
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05952
IRS990EZ/OtherChangesInNetAssetsAmt0-553
IRS990EZ/OtherExpensesTotalAmt059559
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBER EDUCATION AND NETWORKING
IRS990EZ/PrintingPublicationsPostageAmt0396
IRS990EZ/ProgramServiceRevenueAmt01660
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PMI PHOENIX CHAPTER PROVIDED EDUCATIONAL TRAINING AND CERTIFICATION PROGRAMS IN THE FIELD OF PROJECT MANAGEMENT FOR OVER 2,400 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WE OFFER NETWORKING OPPORTUNITIES TO ENHANCE JOB SEARCH AND CAREER ADVANCEMENT FOR ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PMI ALSO PROVIDED LEADERSHIP OPPORTUNITIES AND TRAINING TO MEMBERS WHO VOLUNTEERED TO PARTICIPATE IN A WIDE RANGE OF CHAPTER POSITIONS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065880
IRS990EZ/TotalRevenueAmt082253
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PHX-PMI.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising 3,755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative Expenses 30,546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annual Software and IT Expenses 13,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences Meetings 8,587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 2,631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prior period adjustment -553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fixed Assets Net Beginning of year 9,135, End of year 5,952
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 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANE CRETACCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04804209720
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMI PHOENIX CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PMIP
ReturnHeader/Filer/EIN0861013801
ReturnHeader/Filer/PhoneNum04804209720
ReturnHeader/Filer/USAddress/AddressLine1Txt03104 E CAMELBACK RD UN 7138
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822851604
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/PreparationDt02022-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02022-08-25T07:40:40-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CRETACCI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$311,829
Liabilities
-
Net assets
$311,829
Revenue
$82,253
Expenses
$65,880
Net income
$16,373
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. 2021 filings • 501(c)6 • <$500k nonprofits