Civic Intelligence

Project Management Institute Crbc

990EZ • Fiscal year 2018 • EIN 91-2096339

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

PO Box 1114Richland, WA 99352

(530) 318-6856

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

23%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$152,501

Up $21,624 (+17%) from 2017

Net Assets

Up

$152,501

Up $21,624 (+17%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$95,538

Up $10,982 (+13%) from 2017

Expenses

Up

$73,914

Up $5,606 (+8.2%) from 2017

Net Income

Up

$21,624

Up $5,376 (+33%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$152,501
Liabilities$0
Net Assets$152,501

Operations Trend

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

2018

Revenue$95,538
Expenses$73,914
Net Income$21,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$95,538
Mission and Program Overview

Mission

Project management professional association

Program Services

DescriptionGrantsExpenses
PROFESSIONAL DEVELOPMENT FOR PROJECT MANAGEMENT PROFESSIONALS$0$0
PMP PREP COURSE$0$0
PMI EDUCATIONAL FOUNDATION$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEX SCORTZARUPresidentPT$0--
IVAN THOMASExecutive VPPT$0--
MATT WELLSVP Professional DevelopmentPT$0--
KABRENA RODDAVP MembershipPT$0--
RACHEL THOMPSONVP CommunicationsPT$0--
TONYA HUBBELLVP OperationsPT$0--
MEG KOBALTERVP FinancePT$0--
Filing and Contact Details

Filer

Filer Name
Project Management Institute Crbc
EIN
91-2096339
Phone
5303186856
Address
PO BOX 1114, RICHLAND, WA 99352

Signing Officer

Name
Meg Kobalter
Title
VP of Finance
Phone
5303186856
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Account Sense Pllc
Address
6601 W DESCHUTES SUITE C, KENNEWICK, WA 99336
Preparer
Jennifer Mitchell CPA
Phone
5095910105
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income . Amount: 401.

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

Description: credit card processing fees. Amount: 5,016. Description: storage rental . Amount: 656. Description: gifts/awards. Amount: 651. Description: software service fees. Amount: 1,773. Description: rental equipment. Amount: 99. Description: travel . Amount: 1,846. Description: mileage. Amount: 463. Description: lodging/hotel . Amount: 4,282. Description: misc expenses. Amount: 50. Description: licenses & permits . Amount: 10. Description: advertising . Amount: 2,443. Description: supplies . Amount: 336. Description: web development . Amount: 1,200. Description: design services . Amount: 3,191. Description: material expenses. Amount: 12,896. Description: meal expenses. Amount: 13,269. Description: conference fees. Amount: 1,337. Description: software . Amount: 195. Description: po box fees. Amount: 82. Description: entertainment. Amount: 850. Total to form 990-ez, line 16: 50,645.

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0MEG KOBALTER
IRS990EZ/BooksInCareOfDetail/PhoneNum05303186856
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04900 HERSHEY LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST RICHLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099353
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0130877
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0152501
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt021624
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019250
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130877
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0152501
IRS990EZ/GrossReceiptsAmt095538
IRS990EZ/GroupExemptionNum03735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0401
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt09650
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130877
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0152501
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130877
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0152501
IRS990EZ/OccupancyRentUtltsAndMaintAmt02395
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEX SCORTZARU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1IVAN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KABRENA RODDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RACHEL THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TONYA HUBBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MEG KOBALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROFESSIONAL DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP FINANCE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050645
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROJECT MANAGEMENT PROFESSIONAL ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt01624
IRS990EZ/ProgramServiceRevenueAmt079987
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL DEVELOPMENT FOR PROJECT MANAGEMENT PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PMP PREP COURSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PMI EDUCATIONAL FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt073914
IRS990EZ/TotalRevenueAmt095538
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CRB-PMI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME . AMOUNT: 401.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CREDIT CARD PROCESSING FEES. AMOUNT: 5,016. DESCRIPTION: STORAGE RENTAL . AMOUNT: 656. DESCRIPTION: GIFTS/AWARDS. AMOUNT: 651. DESCRIPTION: SOFTWARE SERVICE FEES. AMOUNT: 1,773. DESCRIPTION: RENTAL EQUIPMENT. AMOUNT: 99. DESCRIPTION: TRAVEL . AMOUNT: 1,846. DESCRIPTION: MILEAGE. AMOUNT: 463. DESCRIPTION: LODGING/HOTEL . AMOUNT: 4,282. DESCRIPTION: MISC EXPENSES. AMOUNT: 50. DESCRIPTION: LICENSES & PERMITS . AMOUNT: 10. DESCRIPTION: ADVERTISING . AMOUNT: 2,443. DESCRIPTION: SUPPLIES . AMOUNT: 336. DESCRIPTION: WEB DEVELOPMENT . AMOUNT: 1,200. DESCRIPTION: DESIGN SERVICES . AMOUNT: 3,191. DESCRIPTION: MATERIAL EXPENSES. AMOUNT: 12,896. DESCRIPTION: MEAL EXPENSES. AMOUNT: 13,269. DESCRIPTION: CONFERENCE FEES. AMOUNT: 1,337. DESCRIPTION: SOFTWARE . AMOUNT: 195. DESCRIPTION: PO BOX FEES. AMOUNT: 82. DESCRIPTION: ENTERTAINMENT. AMOUNT: 850. TOTAL TO FORM 990-EZ, LINE 16: 50,645.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEG KOBALTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum05303186856
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE CRBC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0912096339
ReturnHeader/Filer/PhoneNum05303186856
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1114
ReturnHeader/Filer/USAddress/CityNm0RICHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099352
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId044CCFF118BEA476BA33EDE92C5F4FA9491C28670
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0884E9939A9C30693A24AA815A4D0416B42C9B80D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.119.214.95
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:44:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204747161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNT SENSE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06601 W DESCHUTES SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNEWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099336
ReturnHeader/PreparerPersonGrp/PhoneNum05095910105
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER MITCHELL CPA
ReturnHeader/ReturnTs02019-11-07T19:44:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)6 • <$500k nonprofits