Civic Intelligence

Project Management Institute

EIN 87-0668255 • 501(c)6 • Salt Lake City, UT

Profile

We promote pmi standards to the project management community through professional development, networking, and opportunities to serve the pmi northern utah chapter.pmi is the international non-profit association for advancing the profession of project management. The organization administers the project management professional (pmp) certification program, puts on international and regional seminars, and provides geographical membership services through the chapters and industry level services through the specific interest groups (sigs). Additional information is available on the pmi national website.

PO Box 1204Salt Lake City, UT 84110

projectmanager.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

85th percentile

24%

Higher net margin than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-10%

Faster revenue growth than 35% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$405,422

Up $57,263 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$405,422

Up $57,263 (+16%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin85th percentile

Revenue

Down

$231,616

Down $25,970 (-10%) from 2024

Expenses

Down

$175,176

Down $18,408 (-9.5%) from 2024

Net Income

Down

$56,440

Down $7,562 (-12%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $114,405Liabilities 2011: $02011Assets 2012: $153,219Liabilities 2012: $02012Assets 2013: $139,821Liabilities 2013: $02013Assets 2014: $133,835Liabilities 2014: $02014Assets 2015: $145,507Liabilities 2015: $02015Assets 2016: $113,456Liabilities 2016: $0Net Assets 2016: $113,4562016Assets 2017: $54,717Liabilities 2017: $0Net Assets 2017: $54,7172017Assets 2018: $58,638Liabilities 2018: $0Net Assets 2018: $58,6382018Assets 2019: $91,400Liabilities 2019: $0Net Assets 2019: $91,4002019Assets 2020: $128,454Liabilities 2020: $0Net Assets 2020: $128,4542020Assets 2021: $169,961Liabilities 2021: $0Net Assets 2021: $169,9612021Assets 2022: $293,058Liabilities 2022: $0Net Assets 2022: $293,0582022Assets 2023: $284,155Liabilities 2023: $0Net Assets 2023: $284,1552023Assets 2024: $348,159Liabilities 2024: $0Net Assets 2024: $348,1592024Assets 2025: $405,422Liabilities 2025: $0Net Assets 2025: $405,4222025

Highlighted filing

2025

Assets$405,422
Liabilities$0
Net Assets$405,422
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $132,268Expenses 2011: $98,758Net Income 2011: $33,5102011Revenue 2012: $149,089Expenses 2012: $110,294Net Income 2012: $38,7952012Revenue 2013: $227,615Expenses 2013: $241,012Net Income 2013: -$13,3972013Revenue 2014: $174,505Expenses 2014: $80,491Net Income 2014: $94,0142014Revenue 2015: $196,754Expenses 2015: $185,082Net Income 2015: $11,6722015Revenue 2016: $248,734Expenses 2016: $280,785Net Income 2016: -$32,0512016Revenue 2017: $239,310Expenses 2017: $298,049Net Income 2017: -$58,7392017Revenue 2018: $255,994Expenses 2018: $252,073Net Income 2018: $3,9212018Revenue 2019: $377,239Expenses 2019: $344,477Net Income 2019: $32,7622019Revenue 2020: $146,527Expenses 2020: $109,473Net Income 2020: $37,0542020Revenue 2021: $116,338Expenses 2021: $74,832Net Income 2021: $41,5062021Revenue 2022: $263,513Expenses 2022: $140,416Net Income 2022: $123,0972022Revenue 2023: $171,576Expenses 2023: $180,479Net Income 2023: -$8,9032023Revenue 2024: $257,586Expenses 2024: $193,584Net Income 2024: $64,0022024Revenue 2025: $231,616Expenses 2025: $175,176Net Income 2025: $56,4402025

Highlighted filing

2025

Revenue$231,616
Expenses$175,176
Net Income$56,440
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$405,422
Liabilities
$0
Net assets
$405,422
Revenue
$231,616
Expenses
$175,176
Net income
$56,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$2.32$1.75$0.56
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$2.58$1.94$0.64
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$1.72$1.80$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$2.64$1.40$1.23
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.16$0.75$0.42
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.47$1.09$0.37
2019Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$3.77$3.44$0.33
2018Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$2.56$2.52$0.04
2017Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$2.39$2.98$0.59
2016Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$2.49$2.81$0.32
2015Summary only. Only limited summary data is available for this year.$1.46$0.00$1.97$1.85$0.12
2014Summary only. Only limited summary data is available for this year.$1.34$0.00$1.75$0.80$0.94
2013Summary only. Only limited summary data is available for this year.$1.40$0.00$2.28$2.41$0.13
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$1.49$1.10$0.39
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$1.32$0.99$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 9, 2026
Return Version
2025v4.0
Gross Receipts
$231,616
Mission and Program Overview

Mission

We promote pmi standards to the project management community through professional development, networking, and opportunities to serve the pmi northern utah chapter.pmi is the international non-profit association for advancing the profession of project management. The organization administers the project management professional (pmp) certification program, puts on international and regional seminars, and provides geographical membership services through the chapters and industry level services through the specific interest groups (sigs). Additional information is available on the pmi national website.

MEMBERSHIP TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$348,159$405,422▲ $57,263
Rtn Earn Endowment Incm Other Fnds$348,159$405,422▲ $57,263
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$348,159$405,422▲ $57,263
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$348,159$405,422▲ $57,263
Total Liabilities and Net Assets / Fund Balance$348,159$405,422▲ $57,263
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Rosann BatemenPast President
Quincy ChapmanPresident
Jeff LundEvp Prof. Development
Liz BrownSecretary
Jeff HowcraftVP Education
Michelle SchumannVP Finance
Lou Burton IiiVP Governance
Randi WilliamsVP Member Services
Christine ChapmanVP Membership
Yahaira Perez JoseVP Programs
Lisa MartinekVP Voluteers
Revenue and Support

Revenue Composition

Contributions and Grants
$73,948
Program Service Revenue
$157,668
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$56,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,986
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$156,190--$156,190
Fees for Services Other-$18,986-$18,986
Total Functional Expenses$156,190$18,986$0$175,176
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is for the benefit of its members.”

Form 990, Part VI, Section A, Line 7A

“Annual elections are held for the governing board.”

Form 990, Part VI, Section B, Line 11B

“Copy of 990 provided to board prior to filing.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE ON WEBSITE”

Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
87-0668255
Phone
8019195403
Address
PO BOX 1204, SALT LAKE CITY, UT 84110

Signing Officer

Name
Quincy Chapman
Title
President
Phone
8019195403
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Quincy Chapman
Formed
1997
Legal Domicile
Ut
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Trader Orton & Spangler Pllc
Address
3263 SO HWY 89 SUITE 100, BOUNTIFUL, UT 84010
Preparer
Matt Orton CPA
Phone
8012982190
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative: program service expenses 0. Management and general expenses 3,413. Fundraising expenses 0. Total expenses 3,413. Conference travel: program service expenses 0. Management and general expenses 10,290. Fundraising expenses 0. Total expenses 10,290. Membership: program service expenses 0. Management and general expenses 170. Fundraising expenses 0. Total expenses 170. Miscellaneous: program service expenses 0. Management and general expenses 5,113. Fundraising expenses 0. Total expenses 5,113.”

Raw XML Appendix336 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
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IRS990/MissionDesc0WE PROMOTE PMI STANDARDS TO THE PROJECT MANAGEMENT COMMUNITY THROUGH PROFESSIONAL DEVELOPMENT, NETWORKING, AND OPPORTUNITIES TO SERVE THE PMI NORTHERN UTAH CHAPTER.PMI IS THE INTERNATIONAL NON-PROFIT ASSOCIATION FOR ADVANCING THE PROFESSION OF PROJECT MANAGEMENT. THE ORGANIZATION ADMINISTERS THE PROJECT MANAGEMENT PROFESSIONAL (PMP) CERTIFICATION PROGRAM, PUTS ON INTERNATIONAL AND REGIONAL SEMINARS, AND PROVIDES GEOGRAPHICAL MEMBERSHIP SERVICES THROUGH THE CHAPTERS AND INDUSTRY LEVEL SERVICES THROUGH THE SPECIFIC INTEREST GROUPS (SIGS). ADDITIONAL INFORMATION IS AVAILABLE ON THE PMI NATIONAL WEBSITE.
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt090772
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0348159
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0405422
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS FOR THE BENEFIT OF ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL ELECTIONS ARE HELD FOR THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF 990 PROVIDED TO BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE ON WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,413. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,413. CONFERENCE TRAVEL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,290. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,290. MEMBERSHIP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 170. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,113. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,113.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0348159
IRS990/TotalAssetsEOYAmt0405422
IRS990/TotalAssetsGrp/BOYAmt0348159
IRS990/TotalAssetsGrp/EOYAmt0405422
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt073948
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018986
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0156190
IRS990/TotalFunctionalExpensesGrp/TotalAmt0175176
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0348159
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0405422
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt017532
IRS990/TotalOtherProgSrvcRevenueAmt02253
IRS990/TotalProgramServiceExpensesAmt0156190
IRS990/TotalProgramServiceRevenueAmt0157668
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0157668
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0231616
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0348159
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0405422
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1204
IRS990/USAddress/CityNm0SALT LAKE CITY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084110
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0PROJECTMANAGER.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0QUINCY CHAPMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08019195403
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTHERN UTAH CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0870668255
ReturnHeader/Filer/PhoneNum08019195403
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1204
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271312560
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRADER ORTON & SPANGLER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03263 SO HWY 89 SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOUNTIFUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084010
ReturnHeader/PreparerPersonGrp/PhoneNum08012982190
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATT ORTON CPA
ReturnHeader/ReturnTs02026-02-09T09:58:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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