2025-05-15T13:22:11-05:00 2024-12-31 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2024-01-01 844520141 Project Management Advisors Foundation PROJ 3122071010 120 S Riverside Plaza 1975 Chicago IL 60606 Jason Heider Secretary/Treasurer 3122071010 2025-05-14 1 1 Ariel Garcia P02244437 3126343400 2025-05-14 2024 2025-03-06 01:10:19Z Jason Heider 120 S Riverside Plaza 1975 Chicago IL 60606 310336 0 X N/A X 2020 IL Distribution of grants to other 501(c)(3) charitable organizations. 5 0 0 6 0 0 180428 214800 0 0 0 0 45537 -56625 225965 158175 207000 155000 0 0 0 0 0 0 0 21369 8389 228369 163389 -2404 -5214 39087 33873 0 0 39087 33873 None 0 0 155000 155000 The Primary Purpose of the Foundation is the Distribution of Funds to One or More Entities Exempt from Taxation Under Section 501(C)(3) of the code or for one or more religious, charitable, scientific, literary, or educational purposes within the meaning of section 501(c)(3) of the code. 155000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 IL CA X Jason Heider 3122071010 120 S Riverside Plaza 1975 Chicago IL 60606 Andrew M Roscoe Director 0.25 40.00 X 0 1348568 37880 Roger T McCarron Director 0.25 40.00 X 0 1347513 38607 Kenneth R Richter Director 0.25 40.00 X 0 1347295 41215 Jason Heider Secretary/Treasurer 0.25 40.00 X X 0 504151 49084 J Michael Tracy Director (Until 3/31/24) 0.25 40.00 X 0 358858 10337 Doug Daniels President 0.25 40.00 X X 0 250880 39244 Jill Tarby Former President 0.25 40.00 X 0 299920 0 0 5457185 216367 0 1 1 0 0 214800 214800 95536 214800 152161 -56625 -56625 158175 0 0 -56625 155000 155000 533 533 4250 4250 115 115 Bank Fees 3491 3491 163389 155000 8389 0 39087 33873 39087 33873 0 0 X 39087 33873 39087 33873 39087 33873 -5214 0 X 1 X 0 1 0 X 53983 0 182856 180428 214800 632067 53983 182856 180428 214800 632067 632067 0 0 0 45537 0 45537 677604 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED March Madness 310336 214800 95536 73010 10025 69126 310336 214800 95536 73010 10025 69126 152161 -56625 1 National Multiple Sclerosis Society 773 Third Ave 3rd Floor New York NY 10017 135661935 501(C)(3) 155000 0 To aid the mission and purpose of the organization 1 0 Part I, Line 2: Employees of Project Management Advisors, Inc are solicited to provide charitable entities which may be suitable for selection by the Foundation - the submissions typically range between 10-20. These entities are then vetted for suitability on criteria including but not limited to potential conflicts of interest, financial stability and prudence, political/lobbying activities, independence, alignment with PMAERS lived experiences and/or industry relationship, and an attained 501(c) designation. Upon completion of the vetting process, the firm completes the selection process and alerts the entity of the Foundation's desire to partner including the request for W-9 and related banking information which is used for funds transmission upon completion of the final accounting for a special fundraising event (generally in late May). Funds are distributed solely to other 501(c)(3) charitable entities in support of their general mission. As such, the Foundation does not require monitoring of the charitable organization's use of funds after transmission. The foundation believes it exercises appropriate due diligence in its selection process prior to transmitting funds to other 501(c)(3) charitable entities. 0 0 0 0 0 0 0 0 0 Kenneth R Richter Director 0 1347295 0 0 0 0 0 20700 0 20515 0 1388510 0 0 Andrew M Roscoe Director 0 1348568 0 0 0 0 0 20700 0 17180 0 1386448 0 0 Roger T McCarron Director 0 1347513 0 0 0 0 0 20700 0 17907 0 1386120 0 0 Jason Heider Secretary/Treasurer 0 504151 0 0 0 0 0 14700 0 34384 0 553235 0 0 J Michael Tracy Director (Until 3/31/24) 0 358858 0 0 0 0 0 5850 0 4487 0 369195 0 0 Jill Tarby Former President 0 299920 0 0 0 0 0 0 0 0 0 299920 0 0 Doug Daniels President 0 250880 0 0 0 0 0 13260 0 25984 0 290124 0 0 Part I, Line 3 Compensation is determined and paid by a related organization. Form 990, Part VI, Section A, line 2 All of the Board Members of the Foundation have a business relationship as they are each an officer, director or more than 10 percent owner in the same For-Profit Entity. Form 990, Part VI, Section B, line 11b The Board retains the services of an independent CPA firm to prepare the Organization's Form 990. The Organization's treasurer reviews the completed Form 990 prior to filing. Form 990, Part VI, Section B, line 12c Officers and directors are annually required to sign a statement affirming that they have received a copy of the Conflict of Interest policy, they understand the policy, and agree to comply with the policy. Officers and directors are required to disclose conflicts as they arise. After disclosure of potential conflict, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. Form 990, Part VI, Section B, line 15 The Organization does not compensate any directors, officers, or key employees. Form 990, Part VI, Section C, line 19 Documents provided upon request for the same period of disclosure as set forth in IRC Section 6104(d). Project Management Advisors Inc 120 S Riverside Plaza Suite 1975 Chicago IL 60606 363888970 Construction Management IL N/A S 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0