Civic Intelligence

Project Management Institute Crbc

990EZ • Fiscal year 2017 • EIN 91-2096339

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 19, 2018

Organization ProfileWWW.CRB-PMI.ORG
PO Box 1114Richland, WA 99352

(509) 943-4149

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

83rd percentile

19%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$130,877

Up $16,248 (+14%) from 2016

Net Assets

Up

$130,877

Up $16,248 (+14%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$84,556

Up $11,583 (+16%) from 2016

Expenses

Down

$68,308

Down $20,325 (-23%) from 2016

Net Income

Up

$16,248

Up $31,908 (+204%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$300K$200K$100K$0Assets 2011: $133,712Net Assets 2011: $133,7122011Assets 2012: $126,219Liabilities 2012: $02012Assets 2013: $133,800Net Assets 2013: $133,8002013Assets 2014: $123,569Net Assets 2014: $123,5692014Assets 2015: $128,689Net Assets 2015: $128,6892015Assets 2016: $114,629Net Assets 2016: $114,6292016Assets 2017: $130,877Net Assets 2017: $130,8772017Assets 2018: $152,501Liabilities 2018: $0Net Assets 2018: $152,5012018Assets 2019: $184,825Liabilities 2019: $02019Assets 2020: $166,843Liabilities 2020: $0Net Assets 2020: $166,8432020Assets 2021: $223,540Liabilities 2021: $0Net Assets 2021: $223,5402021Assets 2022: $197,975Liabilities 2022: $0Net Assets 2022: $197,9752022Assets 2023: $179,484Liabilities 2023: $02023Assets 2024: $163,315Liabilities 2024: $0Net Assets 2024: $163,3152024

Highlighted filing

2017

Assets$130,877
Liabilities-
Net Assets$130,877
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $97,855Expenses 2011: $61,702Net Income 2011: $36,1532011Revenue 2012: $83,686Expenses 2012: $91,179Net Income 2012: -$7,4932012Revenue 2013: $85,215Expenses 2013: $77,634Net Income 2013: $7,5812013Revenue 2014: $97,138Expenses 2014: $107,635Net Income 2014: -$10,4972014Revenue 2015: $92,456Expenses 2015: $87,336Net Income 2015: $5,1202015Revenue 2016: $72,973Expenses 2016: $88,633Net Income 2016: -$15,6602016Revenue 2017: $84,556Expenses 2017: $68,308Net Income 2017: $16,2482017Revenue 2018: $95,538Expenses 2018: $73,914Net Income 2018: $21,6242018Revenue 2019: $87,933Expenses 2019: $55,609Net Income 2019: $32,3242019Revenue 2020: $15,545Expenses 2020: $33,527Net Income 2020: -$17,9822020Revenue 2021: $67,257Expenses 2021: $10,560Net Income 2021: $56,6972021Revenue 2022: $19,073Expenses 2022: $44,638Net Income 2022: -$25,5652022Revenue 2023: $46,109Expenses 2023: $64,600Net Income 2023: -$18,4912023Revenue 2024: $44,316Expenses 2024: $60,485Net Income 2024: -$16,1692024

Highlighted filing

2017

Revenue$84,556
Expenses$68,308
Net Income$16,248
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 19, 2018
Return Version
2017v2.2
Gross Receipts
$84,556
Mission and Program Overview

Mission

Project management professional association

Program Services

DescriptionGrantsExpenses
PROFESSIONAL DEVELOPMENT FOR PROJECT MANAGEMENT PROFESSIONALS--
PMP PREP COURSE--
PMI EDUCATIONAL FOUNDATION--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE SWENNINGPresidentPT$0--
ALEX SCORTZARUExec VPPT$0--
MATT WELLSVP Professional DevelopmentPT$0--
KABRINA RODDAVP MembershipPT$0--
IVAN THOMASVP CommunicationsPT$0--
STEVE ABARTAVP OperationsPT$0--
MEG KOBALTERVP FinancePT$0--
LISA ROSENBLUMVP Marketing & Public RelationsPT$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute Crbc
EIN
91-2096339
Phone
5099434149
Address
PO BOX 1114, RICHLAND, WA 99352

Signing Officer

Name
Meg Kobalter
Title
VP Finance
Phone
5099434149
Signed
2018-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Kim Y Pietrok CPA PLLC
Address
978 Allenwhite Dr, Richland, WA 99352
Preparer
Kim Pietrok
Phone
5097274568
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Credit card processing fees 4315.”

Form 990EZ, Part I, Line 16

“STORAGE RENTAL 609.”

Form 990EZ, Part I, Line 16

“GIFTS/AWARDS 728.”

Form 990EZ, Part I, Line 16

“Software service fees 1671.”

Form 990EZ, Part I, Line 16

“EQUIPMENT 2260.”

Form 990EZ, Part I, Line 16

“TRAVEL 3268.”

Form 990EZ, Part I, Line 16

“ENTERTAINMENT 850.”

Form 990EZ, Part I, Line 16

“MILEAGE 343.”

Form 990EZ, Part I, Line 16

“LODGING/HOTEL 7386.”

Form 990EZ, Part I, Line 16

“MISC EXPENSES 159.”

Form 990EZ, Part I, Line 16

“LICENSES & PERMITS 10.”

Form 990EZ, Part I, Line 16

“ADVERTISING 2718.”

Form 990EZ, Part I, Line 16

“SUPPLIES 42.”

Form 990EZ, Part I, Line 16

“WEB DEVELOPMENT 1200.”

Form 990EZ, Part I, Line 16

“DESIGN SERVICES 1373.”

Form 990EZ, Part I, Line 16

“PROMOTIONAL 156.”

Form 990EZ, Part I, Line 16

“MATERIAL EXPENSES 11292.”

Form 990EZ, Part I, Line 16

“MEAL EXPENSES 11222.”

Form 990EZ, Part I, Line 16

“CONFERENCE FEES 1678.”

Raw XML Appendix165 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/BooksInCareOfDetail/USAddress/CityNm0WEST RICHLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099353
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0114629
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0130877
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IRS990EZ/ContributionsGiftsGrantsEtcAmt04000
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0215
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09840
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0114629
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0130877
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0130877
IRS990EZ/OccupancyRentUtltsAndMaintAmt05776
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE SWENNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEX SCORTZARU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KABRINA RODDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4IVAN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVE ABARTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MEG KOBALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LISA ROSENBLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROFESSIONAL DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP MARKETING & PUBLIC RELATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051280
IRS990EZ/PrimaryExemptPurposeTxt0PROJECT MANAGEMENT PROFESSIONAL ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt01186
IRS990EZ/ProgramServiceRevenueAmt070501
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL DEVELOPMENT FOR PROJECT MANAGEMENT PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PMP PREP COURSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PMI EDUCATIONAL FOUNDATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068308
IRS990EZ/TotalRevenueAmt084556
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CRB-PMI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CREDIT CARD PROCESSING FEES 4315.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STORAGE RENTAL 609.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS/AWARDS 728.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOFTWARE SERVICE FEES 1671.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EQUIPMENT 2260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAVEL 3268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ENTERTAINMENT 850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MILEAGE 343.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LODGING/HOTEL 7386.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISC EXPENSES 159.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LICENSES & PERMITS 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ADVERTISING 2718.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLIES 42.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13WEB DEVELOPMENT 1200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DESIGN SERVICES 1373.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PROMOTIONAL 156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MATERIAL EXPENSES 11292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17MEAL EXPENSES 11222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18CONFERENCE FEES 1678.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEG KOBALTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum05099434149
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE CRBC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0912096339
ReturnHeader/Filer/PhoneNum05099434149
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1114
ReturnHeader/Filer/USAddress/CityNm0RICHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099352
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00DA39E10335897077D983847605B3BA73FC9EE94
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00DA39E10335897077D983847605B3BA73FC9EE94
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.33.131.89
ReturnHeader/FilingSecurityInformation/IPDt02018-03-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:46:15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kim Y Pietrok CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0978 Allenwhite Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099352
ReturnHeader/PreparerPersonGrp/PhoneNum05097274568
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM PIETROK
ReturnHeader/ReturnTs02018-03-25T12:46:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,877
Liabilities
-
Net assets
$130,877
Revenue
$84,556
Expenses
$68,308
Net income
$16,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.44$0.60$0.16
2023Summary only. Only limited summary data is available for this year.$1.79$0.00$0.46$0.65$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.19$0.45$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.67$0.11$0.57
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.16$0.34$0.18
2019Summary only. Only limited summary data is available for this year.$1.85$0.00$0.88$0.56$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.96$0.74$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.85$0.68$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.73$0.89$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.92$0.87$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.97$1.08$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.85$0.78$0.08
2012Summary only. Only limited summary data is available for this year.$1.26$0.00$0.84$0.91$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$1.34$0.98$0.62$0.36