Civic Intelligence

Project Management Institute -

EIN 93-1078251 • 501(c)6 • Portland, OR

Profile

Project management training and professional development

9220 SW Barbur Blvd Su 119-346Portland, OR 97219

www.pmi-portland.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 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

37th percentile

-9.6%

Faster asset growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

43%

Faster revenue growth than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$160,505

Down $17,139 (-9.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$160,505

Down $17,139 (-9.6%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin26th percentile

Revenue

Up

$114,424

Up $34,381 (+43%) from 2023

Expenses

Up

$131,563

Up $31,953 (+32%) from 2023

Net Income

Up

-$17,139

Up $2,428 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2011: $133,689Liabilities 2011: $0Net Assets 2011: $133,6892011Assets 2012: $181,130Liabilities 2012: $0Net Assets 2012: $181,1302012Assets 2014: $300,542Liabilities 2014: $0Net Assets 2014: $300,5422014Assets 2015: $283,595Liabilities 2015: $0Net Assets 2015: $283,5952015Assets 2016: $224,562Liabilities 2016: $0Net Assets 2016: $224,5622016Assets 2019: $226,286Liabilities 2019: $0Net Assets 2019: $226,2862019Assets 2020: $218,491Liabilities 2020: $0Net Assets 2020: $218,4912020Assets 2021: $200,257Liabilities 2021: $0Net Assets 2021: $200,2572021Assets 2022: $197,211Liabilities 2022: $0Net Assets 2022: $197,2112022Assets 2023: $177,644Liabilities 2023: $0Net Assets 2023: $177,6442023Assets 2024: $160,505Liabilities 2024: $0Net Assets 2024: $160,5052024

Highlighted filing

2024

Assets$160,505
Liabilities$0
Net Assets$160,505
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $267,434Expenses 2011: $249,298Net Income 2011: $18,1362011Revenue 2012: $238,873Expenses 2012: $191,432Net Income 2012: $47,4412012Revenue 2014: $279,300Expenses 2014: $226,769Net Income 2014: $52,5312014Revenue 2015: $290,270Expenses 2015: $307,217Net Income 2015: -$16,9472015Revenue 2016: $345,295Expenses 2016: $404,328Net Income 2016: -$59,0332016Revenue 2019: $293,661Expenses 2019: $311,335Net Income 2019: -$17,6742019Revenue 2020: $82,244Expenses 2020: $90,039Net Income 2020: -$7,7952020Revenue 2021: $54,837Expenses 2021: $73,071Net Income 2021: -$18,2342021Revenue 2022: $74,207Expenses 2022: $77,253Net Income 2022: -$3,0462022Revenue 2023: $80,043Expenses 2023: $99,610Net Income 2023: -$19,5672023Revenue 2024: $114,424Expenses 2024: $131,563Net Income 2024: -$17,1392024

Highlighted filing

2024

Revenue$114,424
Expenses$131,563
Net Income-$17,139
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,505
Liabilities
$0
Net assets
$160,505
Revenue
$114,424
Expenses
$131,563
Net income
-$17,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.14$1.32$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.80$1.00$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.74$0.77$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.55$0.73$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.82$0.90$0.08
2019Summary only. Only limited summary data is available for this year.$2.26$0.00$2.26$2.94$3.11$0.18
2016Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$3.45$4.04$0.59
2015Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$2.90$3.07$0.17
2014Summary only. Only limited summary data is available for this year.$3.01$0.00$3.01$2.79$2.27$0.53
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$1.81$2.39$1.91$0.47
2011Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$2.67$2.49$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 23, 2025
Return Version
2024v5.0
Gross Receipts
$114,424
Mission and Program Overview

Mission

Project management training and professional development

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$168,899$143,963▼ $24,936
Cash and Non-Interest-Bearing Accounts$8,745$16,203▲ $7,458
Land, Buildings, and Equipment, Net-$339-
Total Assets$177,644$160,505▼ $17,139
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$177,644$160,505▼ $17,139
Total Net Assets Fund Balance$177,644$160,505▼ $17,139
Total Liabilities and Net Assets / Fund Balance$177,644$160,505▼ $17,139

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$339$8,169$8,508
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Drew KrausePresident
Angie EastmanPresident El
Marshall OllerPast Preside
Titu HariharanSecretary
Ken LoewenVP - Finance
Nicole NowlinVP - Governa
Colton SmithVP - Outreac
Nevada WestbergVP Marketing
Alexis PamVP Membershi
Lily FitzpatrickVP Operation
Sireesha AkulaVP Prof Dev
Rob LesniowskiVP Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$114,360
Investment Income
$64
Other Revenue
$0
Change in Net Assets
$-17,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,563
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
Travel$17,168--$17,168
All Other Expenses$9,583--$9,583
Fees for Services Accounting$3,025--$3,025
Other Expenses$2,194--$2,194
Conferences and Meetings$1,065--$1,065
Depreciation Depletion$721--$721
Total Functional Expenses$131,563$0$0$131,563
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
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
No
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“If a request is received a copy of the documents will be provided.”

Filing and Contact Details

Filer

Filer Name
Project Management Institute -
EIN
93-1078251
Phone
5032436657
Address
9220 SW BARBUR BLVD SU 119-346, PORTLAND, OR 97219

Signing Officer

Name
Ken Loewen
Title
VP - Finance
Signed
2025-06-23

Organization Details

Principal Officer
Drew Krause
Formed
2000
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Paula J Palmer CPA LLC
Address
8600 SW SALISH LN STE 6, WILSONVILLE, OR 97070
Preparer
Paula J Palmer
Phone
5036845699
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“The organization is a volunteer organization. There are no paid employees. The volunteers plan the meetings, arrange for the speakers and event location.”

Raw XML Appendix320 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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IRS990/BooksInCareOfDetail/PhoneNum05032436657
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09920 SW BARBUR BLVD
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 119-346
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP - GOVERNA
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP - FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP MEMBERSHI
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OPERATION
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP - OUTREAC
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP PROF DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP PROGRAMS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF A REQUEST IS RECEIVED A COPY OF THE DOCUMENTS WILL BE PROVIDED.
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0177644
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0160505
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt03720
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt03720
IRS990/TotalProgramServiceExpensesAmt0131563
IRS990/TotalProgramServiceRevenueAmt0114360
IRS990/TotalRevenueGrp/ExclusionAmt064
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0114360
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114424
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0177644
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160505
IRS990/TravelGrp/ProgramServicesAmt017168
IRS990/TravelGrp/TotalAmt017168
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.PMI-PORTLAND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN LOEWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP - FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PORTLAND OREGON CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0931078251
ReturnHeader/Filer/PhoneNum05032436657
ReturnHeader/Filer/USAddress/AddressLine1Txt09220 SW BARBUR BLVD SU 119-346
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814485031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULA J PALMER CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08600 SW SALISH LN STE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097070
ReturnHeader/PreparerPersonGrp/PhoneNum05036845699
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA J PALMER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-08T14:36:52-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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