Civic Intelligence

Pmi Phoenix Chapter Inc

990EZ • Fiscal year 2023 • EIN 86-1013801

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 10, 2024

3104 E Camelback Rd Unit 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

83rd percentile

22%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

66%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$349,307

Up $34,396 (+11%) from 2022

Net Assets

Up

$349,307

Up $34,396 (+11%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$157,606

Up $62,852 (+66%) from 2022

Expenses

Up

$123,210

Up $31,538 (+34%) from 2022

Net Income

Up

$34,396

Up $31,314 (+1016%) from 2022

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

2023

Assets$349,307
Liabilities-
Net Assets$349,307

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

2023

Revenue$157,606
Expenses$123,210
Net Income$34,396
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 10, 2024
Return Version
2023v5.1
Gross Receipts
$159,029
Mission and Program Overview

Mission

MEMBER EDUCATION

Member education and networking

Program Services

DescriptionGrantsExpenses
OUR LIST OF ACCOMPLISHMENTS 1 HELD EIGHT BREAKFAST MEETINGS DURING THE YEAR. 2 CHAPTER HAS CELEBRATED ITS 45TH ANNIVERSARY.--
3 CHAPTER HAS CELEBRATED THE VOLUNTEER APPRECIATION EVENT TO THANK THE VOLUNTEERS FOR THEIR CONTRIBUTION TO THE CHAPTER AND THE PM COMMUNITY.--
4 CHAPTER LED THE PM SUMMIT BY PARTNERING WITH ASU PM NETWORK AND PMI TUCSON CHAPTER. 5 CHAPTER HAS BEEN RECOGNIZED BY THE PMI WITH CHAPTER OF THE YEAR AWARD. CONTINUED ON SCH O.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE HANKOPresident ChairPT$0--
SHANE CRETACCIPast President ChairPT$0--
PITCHIAH BALASUBRAMANIANIANTreasurerPT$0--
HEATHER CARDOSISecretaryPT$0--
MARISSA AKINSDirectorPT$0--
STEVE POESSNECKERDirectorPT$0--
KARINA DALTONDirectorPT$0--
MILAN DORDEVICDirectorPT$0--
DERICK BROWNELLDirectorPT$0--
DANIELLE LEEDirectorPT$0--
CYNTHIA FORDDirectorPT$0--
SEAN RYANDirector From Oct - Dec 2023PT$0--
AARON JANGDirector From Oct - Dec 2023PT$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 UNIT 7138, PHOENIX, AZ 85016

Signing Officer

Name
Pitchiah Balasubramanian
Title
Treasurer
Phone
4804209720
Signed
2024-09-10
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 3,759

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

ADMIN EXPENSES 6,767

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

IT EXPENSES 30,235

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

Conferences meetings 71,060

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

AWARDS RECOGNITION 5,215

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

TRAVEL EXPENSES 1,258

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

DEPRECIATION 1,378

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

FIXED ASSETS NET Beginning of year 3,321, End of year 521

Form 990-EZ, Part III, Line 31

6 shane cretacci, past board chair, has been recognized as chapter leader of the award. 7 remote communities meeting at yuma and flagstaff held quarterly. 8 veteran communities meeting held. 9 donated to the local charity which empowers young women in the project management. 10 participated in the community volunteering event and donated a coat and u.s. Robotics.

Raw XML Appendix161 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/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE HANKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANE CRETACCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PITCHIAH BALASUBRAMANIANIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER CARDOSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARISSA AKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVE POESSNECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KARINA DALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MILAN DORDEVIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DERICK BROWNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DANIELLE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CYNTHIA FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SEAN RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12AARON JANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0521
IRS990EZ/OtherExpensesTotalAmt0119672
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBER EDUCATION AND NETWORKING
IRS990EZ/PrintingPublicationsPostageAmt0863
IRS990EZ/ProgramServiceRevenueAmt053724
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR LIST OF ACCOMPLISHMENTS 1 HELD EIGHT BREAKFAST MEETINGS DURING THE YEAR. 2 CHAPTER HAS CELEBRATED ITS 45TH ANNIVERSARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt13 CHAPTER HAS CELEBRATED THE VOLUNTEER APPRECIATION EVENT TO THANK THE VOLUNTEERS FOR THEIR CONTRIBUTION TO THE CHAPTER AND THE PM COMMUNITY.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
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IRS990EZ/TotalRevenueAmt0157606
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PHX-PMI.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 3,759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMIN EXPENSES 6,767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IT EXPENSES 30,235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCES MEETINGS 71,060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AWARDS RECOGNITION 5,215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAVEL EXPENSES 1,258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DEPRECIATION 1,378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIXED ASSETS NET Beginning of year 3,321, End of year 521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt86 SHANE CRETACCI, PAST BOARD CHAIR, HAS BEEN RECOGNIZED AS CHAPTER LEADER OF THE AWARD. 7 REMOTE COMMUNITIES MEETING AT YUMA AND FLAGSTAFF HELD QUARTERLY. 8 VETERAN COMMUNITIES MEETING HELD. 9 DONATED TO THE LOCAL CHARITY WHICH EMPOWERS YOUNG WOMEN IN THE PROJECT MANAGEMENT. 10 PARTICIPATED IN THE COMMUNITY VOLUNTEERING EVENT AND DONATED A COAT AND U.S. ROBOTICS.
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 II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part III, Line 31
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PITCHIAH BALASUBRAMANIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04804209720
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMI PHOENIX CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PMIP
ReturnHeader/Filer/EIN0861013801
ReturnHeader/Filer/PhoneNum04804209720
ReturnHeader/Filer/USAddress/AddressLine1Txt03104 E CAMELBACK RD UNIT 7138
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
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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/PreparationDt02024-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02024-09-10T10:26:07-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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