Civic Intelligence

Project Management Institute - Honolulu Hawaii Chapter

EIN 94-3283959 • 501(c)6 • Honolulu, HI

Profile

To promote the Chapter mission and principals of PMI through networking, sharring of project experiences, training, education, and project management certification in the State of Hawaii, and dedicated to advancing the cause, practice, science, application and profession of project management in the Honolulu area in particular and worldwide in general

1050 Bishop St 138Honolulu, HI 96813

http//PMIHNL.ORG

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

52%

Higher net margin than 95% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

31%

Faster revenue growth than 83% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$197,000

Up $26,976 (+16%) from 2021

Liabilities

Down

$1,122

Down $2,687 (-71%) from 2021

Net Assets

Up

$195,878

Up $29,663 (+18%) from 2021

Operations
Liabilities / Revenue64th percentileNet Margin95th percentile

Revenue

Up

$57,033

Up $13,430 (+31%) from 2021

Expenses

Down

$27,370

Down $7,377 (-21%) from 2021

Net Income

Up

$29,663

Up $20,807 (+235%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$200K$150K$100K$50K$0-$50KAssets 2011: $59,013Liabilities 2011: $02011Assets 2012: $78,323Liabilities 2012: $02012Assets 2013: $89,798Liabilities 2013: $0Net Assets 2013: $89,7982013Assets 2014: $111,098Liabilities 2014: $02014Assets 2015: $136,364Net Assets 2015: $136,3642015Assets 2016: $137,374Liabilities 2016: $0Net Assets 2016: $137,3742016Assets 2017: $104,438Liabilities 2017: $0Net Assets 2017: $104,4382017Assets 2018: $110,177Liabilities 2018: $272Net Assets 2018: $109,9052018Assets 2019: $121,118Liabilities 2019: -$1,402Net Assets 2019: $122,5202019Assets 2020: $152,567Liabilities 2020: $1,428Net Assets 2020: $151,1392020Assets 2021: $170,024Liabilities 2021: $3,809Net Assets 2021: $166,2152021Assets 2022: $197,000Liabilities 2022: $1,122Net Assets 2022: $195,8782022

Highlighted filing

2022

Assets$197,000
Liabilities$1,122
Net Assets$195,878
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $53,185Expenses 2011: $53,646Net Income 2011: -$4612011Revenue 2012: $104,235Expenses 2012: $84,925Net Income 2012: $19,3102012Revenue 2013: $89,932Expenses 2013: $79,028Net Income 2013: $10,9042013Revenue 2014: $113,289Expenses 2014: $91,429Net Income 2014: $21,8602014Revenue 2015: $150,574Expenses 2015: $125,308Net Income 2015: $25,2662015Revenue 2016: $128,470Expenses 2016: $127,460Net Income 2016: $1,0102016Revenue 2017: $125,885Expenses 2017: $158,821Net Income 2017: -$32,9362017Revenue 2018: $207,071Expenses 2018: $201,406Net Income 2018: $5,6652018Revenue 2019: $112,598Expenses 2019: $99,983Net Income 2019: $12,6152019Revenue 2020: $49,206Expenses 2020: $33,992Net Income 2020: $15,2142020Revenue 2021: $43,603Expenses 2021: $34,747Net Income 2021: $8,8562021Revenue 2022: $57,033Expenses 2022: $27,370Net Income 2022: $29,6632022

Highlighted filing

2022

Revenue$57,033
Expenses$27,370
Net Income$29,663
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,000
Liabilities
$1,122
Net assets
$195,878
Revenue
$57,033
Expenses
$27,370
Net income
$29,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.96$0.57$0.27$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.04$1.66$0.44$0.35$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.51$0.49$0.34$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.23$1.13$1.00$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$2.07$2.01$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.26$1.59$0.33
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.28$1.27$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.36$1.36$1.51$1.25$0.25
2014Summary only. Only limited summary data is available for this year.$1.11$0.00$1.13$0.91$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.90$0.79$0.11
2012Summary only. Only limited summary data is available for this year.$0.78$0.00$1.04$0.85$0.19
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.53$0.54$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 14, 2023
Return Version
2022v4.1
Gross Receipts
$57,033
Mission and Program Overview

Mission

To promote the project management practice and profession through networking, sharing of project experiences, training, education, and certification in the state of hawaii

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$170,024$197,000▲ $26,976
Total Assets$170,024$197,000▲ $26,976
Liabilities
Other Liabilities$3,809$1,122▼ $2,687
Total Liabilities$3,809$1,122▼ $2,687
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$166,215$195,878▲ $29,663
Total Net Assets Fund Balance$166,215$195,878▲ $29,663
Total Liabilities and Net Assets / Fund Balance$170,024$197,000▲ $26,976
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Ben YuanPast President
Yovo StefanovPresident
Danny MortonVice President
Jamie ChampagneCollege Relations Director
Amy MartensCommunications Director
Alfredo LeeFinance Director
Vivian PhamMembership Director
Alan GardnerPrograms Director
Jeannine VillanuevaPublicity Director
Frederec ImSpecial Projects Director
Joslyn SatoAcademic Outreach
Charity a LooAdministration
Ajit BaridunProfessional Development D
Revenue and Support

Revenue Composition

Contributions and Grants
$25,653
Program Service Revenue
$31,380
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$29,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,370
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
Information Technology$9,343--$9,343
Office Expenses$8,374--$8,374
Fees for Services Other$3,454--$3,454
Travel$3,403--$3,403
Conferences and Meetings$1,996--$1,996
Fees for Services Accounting$800--$800
Total Functional Expenses$27,370$0$0$27,370
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$1,122
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 B, Line 11B

“The return is/was reviewed by officers at the monthly board meeting.”

Form 990, Part VI, Section B, Line 15

“The orginazation does not compensate officers”

Form 990, Part VI, Section C, Line 19

“The organization makes 990/990ez, financial statements, conflict of interest policy avaliable for public inspection upon reques. The organization also makes its governing documents, chapter polices, list of board of directors available to the public on its website”

Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
94-3283959
Phone
8085435630
Address
1050 BISHOP ST 138, HONOLULU, HI 96813

Signing Officer

Name
Yovo Stefanov
Title
President
Phone
8087779562
Signed
2023-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yovo Stefanov
Formed
1997
Legal Domicile
Hi
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Tamura & Company CPA Aac
Address
1314 S KING STREET SUITE 755, HONOLULU, HI 96814
Preparer
Ivy Chang CPA
Phone
8085282898
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Key notes speaker: program service expenses 500. Management and general expenses 0. Fundraising expenses 0. Total expenses 500. Contract servcie: program service expenses 2,954. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,954.”

Raw XML Appendix340 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS/WAS REVIEWED BY OFFICERS AT THE MONTHLY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGINAZATION DOES NOT COMPENSATE OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES 990/990EZ, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AVALIABLE FOR PUBLIC INSPECTION UPON REQUES. THE ORGANIZATION ALSO MAKES ITS GOVERNING DOCUMENTS, CHAPTER POLICES, LIST OF BOARD OF DIRECTORS AVAILABLE TO THE PUBLIC ON ITS WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEY NOTES SPEAKER: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500. CONTRACT SERVCIE: PROGRAM SERVICE EXPENSES 2,954. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,954.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0170024
IRS990/TotalAssetsGrp/EOYAmt0197000
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt025653
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027370
IRS990/TotalFunctionalExpensesGrp/TotalAmt027370
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03809
IRS990/TotalLiabilitiesEOYAmt01122
IRS990/TotalLiabilitiesGrp/BOYAmt03809
IRS990/TotalLiabilitiesGrp/EOYAmt01122
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0166215
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0195878
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt027370
IRS990/TotalProgramServiceRevenueAmt031380
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031380
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057033
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0170024
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0197000
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03403
IRS990/TravelGrp/TotalAmt03403
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0HTTP://PMIHNL.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0YOVO STEFANOV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08087779562
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT MANAGEMENT INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HAWAII CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0943283959
ReturnHeader/Filer/PhoneNum08085435630
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 BISHOP ST 138
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096813
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990332953
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAMURA & COMPANY CPA AAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01314 S KING STREET SUITE 755
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096814
ReturnHeader/PreparerPersonGrp/PhoneNum08085282898
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IVY CHANG CPA
ReturnHeader/ReturnTs02023-03-08T17:37:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0YOVO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEFANOV
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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