Civic Intelligence

Puget Sound Chapter of the Project Management Institute

990 • Fiscal year 2019 • EIN 91-2027687

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 12, 2020

Organization ProfilePUGETSOUNDPMI.ORG
19540 International Blvd Suite 105Sea Tac, WA 98188

(206) 653-7259

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

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

Liabilities / Revenue

47th percentile

0.00x

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

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

Net Margin

39th percentile

-1.1%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

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

Asset Growth

42nd percentile

-0.5%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$301,505

Down $1,649 (-0.5%) from 2018

Net Assets

Down

$301,505

Down $1,649 (-0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin39th percentile

Revenue

Down

$145,259

Down $68,889 (-32%) from 2018

Expenses

Down

$146,908

Down $57,392 (-28%) from 2018

Net Income

Down

-$1,649

Down $11,497 (-117%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $287,664Liabilities 2010: $0Net Assets 2010: $287,6642010Assets 2011: $233,801Liabilities 2011: $12,362Net Assets 2011: $221,4392011Assets 2012: $234,814Liabilities 2012: $18,169Net Assets 2012: $216,6452012Assets 2013: $187,246Liabilities 2013: $0Net Assets 2013: $187,2462013Assets 2014: $231,856Liabilities 2014: $0Net Assets 2014: $231,8562014Assets 2015: $245,376Liabilities 2015: $0Net Assets 2015: $245,3762015Assets 2016: $231,618Liabilities 2016: $0Net Assets 2016: $231,6182016Assets 2017: $293,306Liabilities 2017: $0Net Assets 2017: $293,3062017Assets 2018: $303,154Liabilities 2018: $0Net Assets 2018: $303,1542018Assets 2019: $301,505Liabilities 2019: $0Net Assets 2019: $301,5052019Assets 2020: $350,097Liabilities 2020: $0Net Assets 2020: $350,0972020Assets 2021: $391,938Liabilities 2021: $0Net Assets 2021: $391,9382021Assets 2022: $384,238Liabilities 2022: $0Net Assets 2022: $384,2382022Assets 2023: $370,591Liabilities 2023: $0Net Assets 2023: $370,5912023

Highlighted filing

2019

Assets$301,505
Liabilities$0
Net Assets$301,505
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $279,7532010Revenue 2011: $271,788Expenses 2011: $338,013Net Income 2011: -$66,2252011Expenses 2012: $234,9512012Revenue 2013: $213,827Expenses 2013: $243,226Net Income 2013: -$29,3992013Revenue 2014: $226,604Expenses 2014: $181,994Net Income 2014: $44,6102014Revenue 2015: $182,820Expenses 2015: $169,300Net Income 2015: $13,5202015Revenue 2016: $221,565Expenses 2016: $235,323Net Income 2016: -$13,7582016Revenue 2017: $194,498Expenses 2017: $132,810Net Income 2017: $61,6882017Revenue 2018: $214,148Expenses 2018: $204,300Net Income 2018: $9,8482018Revenue 2019: $145,259Expenses 2019: $146,908Net Income 2019: -$1,6492019Revenue 2020: $115,026Expenses 2020: $66,434Net Income 2020: $48,5922020Revenue 2021: $71,734Expenses 2021: $29,893Net Income 2021: $41,8412021Revenue 2022: $87,433Expenses 2022: $95,133Net Income 2022: -$7,7002022Revenue 2023: $112,422Expenses 2023: $126,069Net Income 2023: -$13,6472023

Highlighted filing

2019

Revenue$145,259
Expenses$146,908
Net Income-$1,649
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 12, 2020
Return Version
2019v5.0
Gross Receipts
$145,259
Mission and Program Overview

Mission

Provide training, networking opportunities, and certification to project management professionals. Provide outreach to profit and non-profit organizations regarding accepted project management standards, processes, and procedures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$303,154$301,505▼ $1,649
Savings and Temporary Cash Investments$294,709$284,000▼ $10,709
Cash and Non-Interest-Bearing Accounts$8,445$17,505▲ $9,060
Total Assets$303,154$301,505▼ $1,649
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$303,154$301,505▼ $1,649
Total Liabilities and Net Assets / Fund Balance$303,154$301,505▼ $1,649
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Monika PetrovaPresident
Dawn SeymourVP Communica
Ronald TschechVP Education
Wendy WooVP Finance
Jayanthi JanakiramanVP Marketing
Bhavya BaxiVP Membershi
Ruan AlmeidaVP Operation
Michael HaydenVP Programs
Debra DrozVP Sponsorsh
Mariyana HubenovaVP Technolog
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$145,165
Investment Income
$94
Other Revenue
$0
Change in Net Assets
$-1,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$146,908
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
Conferences and Meetings$82,595--$82,595
Travel$29,912--$29,912
Fees for Services Management$19,743$1,289-$21,032
Office Expenses$9,407--$9,407
Information Technology$3,962--$3,962
Total Functional Expenses$145,619$1,289$0$146,908
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
Yes
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, Page 6, Part VI, Line 6

“The chapter has members that pay an annual membership fee to belong to the chapter.”

Form 990, Page 6, Part VI, Line 7A

“All members of the governing body are elected by the membership. Half of the board of directors are elected each year for a two-year term.”

Form 990, Page 6, Part VI, Line 11B

“Review is not performed. Records used in preparation of this filing are provided to the board of directors in advance of this filing.”

Form 990, Page 6, Part VI, Line 12C

“All officers are tasked with monitoring chapter activities and performing analyses to determined complete independence.”

Form 990, Page 6, Part VI, Line 15B

“No compensation is provided for officers. All are unpaid volunteers.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available via the chapter website and upon request.”

Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
91-2027687
Phone
2066537259
Address
19540 INTERNATIONAL BLVD SUITE 105, SEA TAC, WA 98188

Signing Officer

Name
Wendy Woo
Title
VP Finance
Phone
2066238632
Signed
2020-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monika Petrova
Formed
1985
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Stegman CPA Ps
Address
PO BOX 185, RENTON, WA 98057-0185
Preparer
Daniel J Stegman
Phone
2063000657
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Provide training, networking opportunities, and certification to project management professionals. Provide outreach to profit and non-profit organizations regarding accepted project management standards, processes, and procedures.”

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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/TitleTxt1VP MEMBERSHI
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP SPONSORSH
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP PROGRAMS
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt8VP EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP FINANCE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE TRAINING, NETWORKING OPPORTUNITIES, AND CERTIFICATION TO PROJECT MANAGEMENT PROFESSIONALS. PROVIDE OUTREACH TO PROFIT AND NON-PROFIT ORGANIZATIONS REGARDING ACCEPTED PROJECT MANAGEMENT STANDARDS, PROCESSES, AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHAPTER HAS MEMBERS THAT PAY AN ANNUAL MEMBERSHIP FEE TO BELONG TO THE CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE MEMBERSHIP. HALF OF THE BOARD OF DIRECTORS ARE ELECTED EACH YEAR FOR A TWO-YEAR TERM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEW IS NOT PERFORMED. RECORDS USED IN PREPARATION OF THIS FILING ARE PROVIDED TO THE BOARD OF DIRECTORS IN ADVANCE OF THIS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OFFICERS ARE TASKED WITH MONITORING CHAPTER ACTIVITIES AND PERFORMING ANALYSES TO DETERMINED COMPLETE INDEPENDENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO COMPENSATION IS PROVIDED FOR OFFICERS. ALL ARE UNPAID VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE AVAILABLE VIA THE CHAPTER WEBSITE AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0145259
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0303154
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0301505
IRS990/TravelGrp/ProgramServicesAmt029912
IRS990/TravelGrp/TotalAmt029912
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY WOO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum02066238632
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0912027687
ReturnHeader/Filer/PhoneNum02066537259
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.19.187.227
ReturnHeader/FilingSecurityInformation/IPDt02020-09-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:27:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823810227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEGMAN CPA PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980570185
ReturnHeader/PreparerPersonGrp/PhoneNum02063000657
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J STEGMAN
ReturnHeader/ReturnTs02020-09-10T16:27:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$301,505
Liabilities
$0
Net assets
$301,505
Revenue
$145,259
Expenses
$146,908
Net income
-$1,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.71$0.00$3.71$1.12$1.26$0.14
2022Summary only. Only limited summary data is available for this year.$3.84$0.00$3.84$0.87$0.95$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.00$3.92$0.72$0.30$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$1.15$0.66$0.49
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$1.45$1.47$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.00$3.03$2.14$2.04$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$1.94$1.33$0.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$2.22$2.35$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$1.83$1.69$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$2.27$1.82$0.45
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$2.14$2.43$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.18$2.17$2.35
2011Summary only. Only limited summary data is available for this year.$2.34$0.12$2.21$2.72$3.38$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.00$2.88$2.80
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)6 • <$500k nonprofits