PROJECT MANAGEMENT INSTITUTE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PROJECT MANAGEMENT INSTITUTE INC (EIN 23-1887442)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349325767
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:59:43-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231887442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT MANAGEMENT INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PROJ | BusinessNameControlTxt |
| Phone | 6103564600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 CAMPUS BOULEVARD 150 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANINE VAN STADEN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6103564600 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PIERRE LE MANH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 CAMPUS BOULEVARD 150 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $767,347,446 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 3735 | GroupExemptionNum |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.PMI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 640 | TotalEmployeeCnt |
| Total Volunteers | 13122 | TotalVolunteersCnt |
| Total Gross UBI | $3,172,049 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,079,658 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $352,620,939 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $324,545,133 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,837,255 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,722,854 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,540,551 | PYOtherRevenueAmt |
| CY Other Revenue | $19,150,635 | CYOtherRevenueAmt |
| PY Total Revenue | $391,998,745 | PYTotalRevenueAmt |
| CY Total Revenue | $390,418,622 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,381,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,174,768 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $107,674,480 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $107,093,502 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $242,934,513 | PYOtherExpensesAmt |
| CY Other Expenses | $226,472,447 | CYOtherExpensesAmt |
| PY Total Expenses | $360,990,793 | PYTotalExpensesAmt |
| CY Total Expenses | $345,740,717 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $31,007,952 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $44,677,905 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $689,388,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $744,531,190 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $132,128,833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140,253,992 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $557,259,297 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $604,277,198 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION: WE ARE A COMMUNITY CREATING THE PRODUCTS, SERVICES AND EXPERIENCES THAT POWER PROJECT SUCCESS. OUR VISION: A WORLD WHERE EVERY PROJECT LIVES UP TO ITS FULL POTENTIAL FOR POSITIVE IMPACT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP - PMI IS THE WORLD'S LEADING ASSOCIATION FOR THE PROJECT MANAGEMENT PROFESSION, WITH MORE THAN 740,000 TOTAL MEMBERS IN MORE THAN 215 COUNTRIES AND TERRITORIES. PMI WORKS IN NEARLY EVERY COUNTRY AROUND THE WORLD TO ADVANCE CAREERS, IMPROVE ORGANIZATIONAL SUCCESS AND FURTHER MATURE THE PROJECT MANAGEMENT PROFESSION. MEMBERS HAVE ACCESS TO GLOBALLY-RECOGNIZED STANDARDS AND CERTIFICATIONS, COMMUNITIES, RESOURCES, TOOLS, ACADEMIC RESEARCH, EVENTS, PUBLICATIONS, PROFESSIONAL DEVELOPMENT COURSES, AND NETWORKING OPPORTUNITIES. ADDITIONALLY, MEMBERS RECEIVE DISCOUNTS ON PMI CREDENTIAL EXAMS AND CERTIFICATION RENEWAL FEES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 127 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 640 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | AE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE MARKMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103564600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 CAMPUS BOULEVARD SUITE 150 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190733299 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LUANN PICCARD | ||||||||||
| CHAIR | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DIANE ALSING | ||||||||||
| DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SARINA ARCARI | ||||||||||
| DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM BLOEMERS | ||||||||||
| DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN A KEEYS | ||||||||||
| DIRECTOR (THRU 12/1/2024) | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK LUCEY | ||||||||||
| DIRECTOR (AS OF 01/2024) | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISSA MUNCER | ||||||||||
| DIRECTOR (AS OF 01/2024) | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| VANINA MANGANO | ||||||||||
| DIRECTOR (AS OF 01/2024) | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| IKE NWANKWO | ||||||||||
| DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN SHANNON | ||||||||||
| DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER THARP | ||||||||||
| DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GALEN TOWNSON | ||||||||||
| DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PIERRE LE MANH | ||||||||||
| PRESIDENT & CEO | 50.00 | 5.00 | Yes (X) | $1,581,999 | $0 | $32,383 | ||||
| DANIEL CONRAD | ||||||||||
| VP, GENERAL COUNSEL & CORP SEC | 50.00 | 0.00 | Yes (X) | $540,535 | $0 | $36,758 | ||||
| JANINE VAN STADEN | ||||||||||
| CHIEF FINANCIAL OFFICER & TREAS. | 50.00 | 0.00 | Yes (X) | $436,746 | $0 | $33,199 | ||||
| DOROTHY MCKELVY | ||||||||||
| VP, GLOBAL TALENT | 50.00 | 0.00 | $519,148 | $0 | $30,748 | Yes (X) | ||||
| YONG TAO CHEN | ||||||||||
| MANAGING DIRECTOR, CHINA | 50.00 | 0.00 | $0 | $562,685 | $144,020 | Yes (X) | ||||
| MARK BROOME | ||||||||||
| CHIEF PRODUCT OFFICER | 50.00 | 0.00 | $575,337 | $0 | $43,327 | Yes (X) | ||||
| ABDULLAH S WRIGHT | ||||||||||
| CHIEF STRATEGY OFFICER | 50.00 | 0.00 | $515,165 | $0 | $48,054 | Yes (X) | ||||
| JOHANNES HEINLEIN | ||||||||||
| CHIEF GROWTH OFFICER | 50.00 | 0.00 | $477,888 | $0 | $53,640 | Yes (X) | ||||
| BRANTLEE UNDERHILL | ||||||||||
| CHIEF COMMUNITY OFFICER | 50.00 | 0.00 | $515,613 | $0 | $49,433 | Yes (X) | ||||
| MARJORIE H GORDON | ||||||||||
| FORMER OFFICER | 0.00 | 0.00 | $300,852 | $0 | $29,825 | Yes (X) | ||||
| ANA AJOSE | ||||||||||
| FORMER OFFICER | 0.00 | 0.00 | $318,407 | $0 | $23,305 | Yes (X) | ||||
| SIERRA HAMPTON-SIMMONS | ||||||||||
| FORMER KEY EMPLOYEE | 0.00 | 0.00 | $407,372 | $0 | $45,430 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,189,062 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $562,685 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $570,122 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 400 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| NCS PEARSON INC | |||||||||
| 5601 GREEN VALLEY DRIVE | BLOOMINGTON | MN | 55437 | EXAM ADMINISTRATION | $17,282,146 | ||||
| AKQA INC | |||||||||
| 44 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | CONSULTING SERVICES | $8,579,803 | ||||
| VIRTUSA CORPORATION | |||||||||
| 132 TURNPIKE ROAD SUITE 300 | SOUTHBOROUGH | MA | 01772 | CONSULTING SERVICES | $7,997,433 | ||||
| ATA ONLINE (BEIJING) TECHNOLOGY CO LTD | |||||||||
| EXAM ADMINISTRATION | $7,918,835 | BUILDING NO 2 JIANWAI SOHO NO 39 | BEIJING | CH | 100022 | ||||
| MICROSOFT CORPORATION | |||||||||
| ONE MICROSOFT WAY | REDMOND | WA | 98052 | TECHNOLOGY SERVICES | $7,041,292 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 157 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CERTIFICATIONS | 611691 | $196,022,708 | $196,022,708 |
| MEMBERSHIP DUES | 611430 | $88,331,528 | $88,331,528 |
| SEMINARS/SYMPOSIA | 611430 | $33,666,696 | $33,666,696 |
| EDUCATION PARTNERS REVENUE | 611430 | $6,104,864 | $6,104,864 |
| ACCREDITATION REVENUE | 611430 | $344,062 | $344,062 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,275 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,275 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $324,545,133 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,441,559 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$229,008 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,670,567 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $522,768 | TotalRevenueColumnAmt |
| Exclusion | $522,768 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $402,292,960 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $376,011,665 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,281,295 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,281,295 | TotalRevenueColumnAmt |
| Exclusion | $26,281,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,560,468 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $917,159 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,643,309 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,643,309 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| COURSEWARE LICENSE FEES | 611430 | $9,292,344 | $9,292,344 | |
| ONLINE ADVERTISING | 519130 | $3,401,057 | $0 | $3,401,057 |
| CORPORATE SPONSORSHIPS | 900099 | $2,111,743 | $2,111,743 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,414 | TotalRevenueColumnAmt |
| Exclusion | $179,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,984,558 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $390,418,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $328,188,442 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,172,049 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,058,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,498,073 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,216 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,670,479 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,211,516 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,191 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,938,964 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,088,714 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,496,350 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,232,767 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,979,660 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,951,868 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,866 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,934,909 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,710,190 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,429,084 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,060 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,565,363 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,163 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,895,596 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,757,300 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,096,798 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,305 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,161,038 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,566,749 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,139 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CERTIFICATION ADMINISTR | $49,650,093 |
| CREDIT CARD FEES | $8,607,277 |
| TEMP STAFF | $7,888,529 |
| BOOK PRINT AND PUBLISHI | $3,443,116 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,307,344 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,740,717 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,008,071 | BOYAmt |
| EOY | $27,988,116 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,896 | BOYAmt |
| EOY | $6,624,147 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,326,510 | BOYAmt |
| EOY | $19,622,153 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,905 | BOYAmt |
| EOY | $512,003 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,841,090 | BOYAmt |
| EOY | $11,308,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,544,810 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,897,324 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,844,215 | BOYAmt |
| EOY | $1,647,486 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,350,613 | BOYAmt |
| EOY | $481,070,375 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,366,391 | BOYAmt |
| EOY | $183,894,388 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,145,630 | BOYAmt |
| EOY | $7,955,927 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,731,809 | BOYAmt |
| EOY | $3,908,529 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,388,130 | BOYAmt |
| EOY | $744,531,190 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,717,191 | BOYAmt |
| EOY | $52,078,832 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,135,505 | BOYAmt |
| EOY | $82,112,766 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,137 | BOYAmt |
| EOY | $6,062,394 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,128,833 | BOYAmt |
| EOY | $140,253,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,775,865 | BOYAmt |
| EOY | $603,045,655 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,483,432 | BOYAmt |
| EOY | $1,231,543 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,259,297 | BOYAmt |
| EOY | $604,277,198 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,388,130 | BOYAmt |
| EOY | $744,531,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $44,677,905 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,390,317 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$262,291 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | -$1,788,029 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $198,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $180,550 | DepreciationAmt |
| Book Value | $18,399 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,406,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,340,374 | DepreciationAmt |
| Book Value | $66,579 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,938,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,376,400 | DepreciationAmt |
| Book Value | $1,562,508 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,647,486 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $183,894,388 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $183,894,388 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLE | $2,960,097 |
| LEASE LIABILITIES | $1,847,818 |
| DEFERRED TAX LIABILITIES | $859,018 |
| OTHER LIABILITIES | $395,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,062,394 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING IS THE FOOTNOTE TO THE AUDITED FINANCIAL STATEMENTS: THE INSTITUTE IS EXEMPT FROM U.S. FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC) AND EXEMPT FROM PENNSYLVANIA INCOME TAXES. REVENUE GENERATED FROM THE INSTITUTE'S ADVERTISING AND SALES OF MEMBERSHIP MAILING LISTS ARE NOT CONSIDERED PROGRAM ACTIVITY REVENUE BY THE INTERNAL REVENUE SERVICE. THIS TYPE OF INCOME IS CLASSIFIED AS UNRELATED BUSINESS INCOME AND MAY BE SUBJECT TO INCOME TAX. MANAGEMENT EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED 31 DECEMBER 2024 AND 2023. THE INSTITUTE FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE U.S. FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2021. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (19 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH ASIA | 0 | 41 | PROGRAM SERVICES | PROGRAM AND SUPPORTING EVENTS | $403,901 |
| EAST ASIA AND THE PACIFIC | 0 | 41 | PROGRAM SERVICES | PROGRAM AND SUPPORTING EVENTS | $22,090,277 |
| NORTH AMERICA | 0 | 7 | PROGRAM SERVICES | PROGRAM AND SUPPORTING EVENTS | $2,893,467 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 54 | PROGRAM SERVICES | PROGRAM AND SUPPORTING EVENTS | $6,826,877 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 13 | PROGRAM SERVICES | PROGRAM AND SUPPORTING EVENTS | $3,119,424 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 15 | PROGRAM SERVICES | PROGRAM AND SUPPORTING EVENTS | $984,175 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 8 | PROGRAM SERVICES | PROGRAM AND SUPPORTING EVENTS | $1,017,699 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | PROGRAM AND SUPPORTING EVENTS | $294,910 |
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 0 | 0 | PROGRAM SERVICES | PROGRAM AND SUPPORTING EVENTS | $3,202 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | GRANTMAKING | $616,482 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTMAKING | $946,556 | |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | GRANTMAKING | $342,447 | |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | GRANTMAKING | $128,420 | |
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 0 | 0 | GRANTMAKING | $30,789 | |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTMAKING | $317,697 | |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 0 | 0 | GRANTMAKING | $160,051 | |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | GRANTMAKING | $64,744 | |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | GRANTMAKING | $63,294 | |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $87,157,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 179 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 179 | TotalEmployeeCnt |
| Subtotal Spent | $37,630,730 | SubtotalSpentAmt |
| Continuation Spent | $89,831,303 | ContinuationSpentAmt |
| Total Spent | $127,462,033 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (179 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $8,282 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $6,551 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $6,094 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,385 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $9,180 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $7,000 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $7,100 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $9,457 | CHECK/WIRE | $0 |
| RUSSIA AND NEIGHBORING STATES | GENERAL SUPPORT | $10,189 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $308,613 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,600 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,150 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,600 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $10,080 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $10,285 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $10,500 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,300 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $7,811 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $14,560 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $7,650 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $21,666 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,007 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,320 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $6,981 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,150 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $7,500 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,850 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $9,142 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $5,274 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $8,735 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $10,000 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,511 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $14,014 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $10,950 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $11,400 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $9,650 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $14,683 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $112,742 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $5,517 | CHECK/WIRE | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | GENERAL SUPPORT | $9,600 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $17,283 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,216 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $12,420 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $5,409 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $5,007 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $9,600 | CHECK/WIRE | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | GENERAL SUPPORT | $10,230 | CHECK/WIRE | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | GENERAL SUPPORT | $9,600 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,644 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $6,896 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,950 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $13,942 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,669 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $7,115 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $12,674 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,850 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $27,500 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $14,474 | CHECK/WIRE | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | GENERAL SUPPORT | $8,600 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $9,500 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $10,511 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $17,441 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $10,211 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $35,961 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $16,666 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $7,150 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,500 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $10,500 | CHECK/WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA | GENERAL SUPPORT | $9,350 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $13,160 | CHECK/WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA | GENERAL SUPPORT | $12,000 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $7,069 | CHECK/WIRE | $0 |
| RUSSIA AND NEIGHBORING STATES | GENERAL SUPPORT | $10,400 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $7,000 | CHECK/WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA | GENERAL SUPPORT | $8,827 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $11,194 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $10,500 | CHECK/WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA | GENERAL SUPPORT | $6,995 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $7,760 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $6,000 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,699 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,162 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,130 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $11,705 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $25,531 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $6,600 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $8,610 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $24,887 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $10,200 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $7,000 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $16,938 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $9,600 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $7,700 | CHECK/WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA | GENERAL SUPPORT | $10,500 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $7,833 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,490 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $20,999 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $6,100 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $11,359 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $10,500 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $9,200 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $8,700 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $7,050 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $7,174 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $10,620 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $110,929 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $8,830 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,600 | CHECK/WIRE | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | GENERAL SUPPORT | $8,645 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,019 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $7,046 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $60,304 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $9,817 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $11,021 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $12,306 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $8,218 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $6,956 | CHECK/WIRE | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | GENERAL SUPPORT | $6,869 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $12,388 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $79,273 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,700 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $7,800 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,150 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $10,250 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $10,208 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $10,522 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $11,882 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $7,770 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $12,303 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $11,600 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,200 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $6,000 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,832 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,990 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $8,633 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $29,883 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $6,953 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,300 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $8,692 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $117,637 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $10,271 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,300 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $8,325 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $16,066 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $6,600 | CHECK/WIRE | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | GENERAL SUPPORT | $11,200 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $10,950 | CHECK/WIRE | $0 |
| SOUTH AMERICA | GENERAL SUPPORT | $10,143 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,950 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,650 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $12,911 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $11,800 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $10,497 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $12,060 | CHECK/WIRE | $0 |
| RUSSIA AND NEIGHBORING STATES | GENERAL SUPPORT | $10,200 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $54,512 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $10,072 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $60,126 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $5,281 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $17,000 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $7,510 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $8,736 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $8,505 | CHECK/WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA | GENERAL SUPPORT | $9,000 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $9,350 | CHECK/WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA | GENERAL SUPPORT | $6,621 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $8,764 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $8,590 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $19,907 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $8,700 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $14,894 | CHECK/WIRE | $0 |
| SOUTH ASIA | GENERAL SUPPORT | $12,511 | CHECK/WIRE | $0 |
| EAST ASIA AND THE PACIFIC | GENERAL SUPPORT | $9,800 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $7,000 | CHECK/WIRE | $0 |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $7,000 | CHECK/WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | GENERAL SUPPORT | $7,500 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $7,614 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $8,200 | CHECK/WIRE | $0 |
| NORTH AMERICA | GENERAL SUPPORT | $7,700 | CHECK/WIRE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 179 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PROJECT MANAGEMENT INSTITUTE ("PMI") HAD A PROJECT MONITORING SYSTEM IN PLACE TO MONITOR THE USE OF GRANT FUNDS. THE GUIDELINES ARE OUTLINED IN BOTH THE RESEARCH AGREEMENT AND A DOCUMENT DETAILING THE ROLE OF THE PROJECT LIAISON. PMI REQUIRES ALL GRANTEES TO SUBMIT DETAILED PERIODIC REPORTS TO THEIR ASSIGNED LIAISON AND TO THE PMI ACADEMIC RESOURCES TEAM. |
| PART I, LINE 3: | PROJECT MANAGEMENT INSTITUTE ("PMI") FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING TO RECORD EXPENDITURES PER REGION AND MARKET VALUE OF INVESTMENTS PER REGION. |
| PART IV | PMI INVESTS IN DOMESTIC AND FOREIGN LIMTED PARTNERSHIPS THAT MAY OWN INTERESTS IN A FOREIGN CORPORATION, PASSIVE INVESTMENT COMPANY, OR FOREIGN PARTNERSHIPS. NEVERTHELESS, PMI'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926S, 5471S, 8621 OR 8865. IN ADDITION, PMI IS THE PARENT ORGANIZTION TO VARIOUS FOREIGN SUBSIDIARIES FOR WHICH 8858 OR 5471S MAY BE REQUIRED. TO THE EXTENT ANY OF THESE FORMS ARE COMPLETED, THEY HAVE BEEN FILED WITH THE ORGANIZATION'S FORM 990-T. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (113 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AGILE ALLIANCE | |||||||||
| 18 CAMPUS BOULEVARD SUITE 150 | NEWTOWN SQUARE | PA | 19073 | 364485515 | 501(C)(6) | $21,198 | $0 | GENERAL SUPPORT | |
| ALAMO CHAPTER | |||||||||
| 7113 SAN PEDRO AVE PMB 203 | SAN ANTONIO | TX | 78250 | 743010608 | 501(C)(6) | $7,790 | $0 | GENERAL SUPPORT | |
| ALASKA CHAPTER | |||||||||
| 5480 EAST 99TH AVE | ANCHORAGE | AK | 99509 | 920161018 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| ATLANTA CHAPTER | |||||||||
| 4780 ASHFORD DUNWOODY RD SUITE 540 | ATLANTA | GA | 30319 | 581898905 | 501(C)(6) | $8,840 | $0 | GENERAL SUPPORT | 308 |
| AUGUSTA AIKEN CHAPTER | |||||||||
| 4145 MULLIKIN RD | EVANS | GA | 308094805 | 582596772 | 501(C)(6) | $6,542 | $0 | GENERAL SUPPORT | |
| AUSTIN CHAPTER | |||||||||
| 3267 BEE CAVES RD SUITE 107 BOX 126 | AUSTIN | TX | 78746 | 742636247 | 501(C)(6) | $8,760 | $0 | GENERAL SUPPORT | |
| BALTIMORE CHAPTER | |||||||||
| PO BOX 460 | ANNAPOLIS JUNCTION | MD | 207010460 | 522289630 | 501(C)(6) | $7,600 | $0 | GENERAL SUPPORT | |
| BATON ROUGE LA CHAPTER | |||||||||
| 9141 ROSE PL | BATON ROUGE | LA | 708095502 | 721342912 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| BINGHAMTON NY CHAPTER | |||||||||
| 32 ALPINE DR | APALACHIN | NY | 137324030 | 510441068 | 501(C)(6) | $8,200 | $0 | GENERAL SUPPORT | |
| BUFFALO NY CHAPTER | |||||||||
| 528 WEST FERRY STREET | BUFFALO | NY | 142202503 | 161484346 | 501(C)(6) | $6,747 | $0 | GENERAL SUPPORT | |
| CALIFORNIA CENTRAL COAST CHAPTER | |||||||||
| 587 N VENTU PARK RD SUITE E224 | NEWBURY PARK | CA | 91320 | 770531116 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| CALIFORNIA CENTRAL VALLEY CHAPTER | |||||||||
| 3250 W PRYOR AVE | FRESNO | CA | 937107602 | 274236739 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| CALUMET CHAPTER | |||||||||
| PO BOX 399 | SCHERERVILLE | IN | 463750399 | 352120619 | 501(C)(6) | $6,797 | $0 | GENERAL SUPPORT | |
| CAROLINA CHAPTER | |||||||||
| 401 HAWTHORNE LANE SUITE 110 300 | CHARLOTTE | NC | 282042358 | 562214886 | 501(C)(6) | $8,015 | $0 | GENERAL SUPPORT | |
| CENTRAL ALABAMA CHAPTER | |||||||||
| 8339 DOGWOOD LN | MORRIS | AL | 351161302 | 631148971 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| CENTRAL FLORIDA CHAPTER | |||||||||
| 465 S ORLANDO AVE 206 | MAITLAND | FL | 327515654 | 593254324 | 501(C)(6) | $5,030 | $0 | GENERAL SUPPORT | |
| CENTRAL ILLINOIS CHAPTER | |||||||||
| PO BOX 1449 | BLOOMINGTON | IL | 61702 | 371372145 | 501(C)(6) | $6,700 | $0 | GENERAL SUPPORT | |
| CENTRAL INDIANA CHAPTER | |||||||||
| 12175 VISIONARY WAY SUITE 1220 | FISHERS | IN | 46038 | 352125720 | 501(C)(6) | $8,735 | $0 | GENERAL SUPPORT | |
| CENTRAL MASS CHAPTER | |||||||||
| 290 TURNPIKE RD SUITE 6 BOX 150 | WESTBOROUGH | MA | 01581 | 050529824 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| CENTRAL MISSISSIPPI CHAPTER | |||||||||
| PO BOX 2452 | RIDGELAND | MS | 391582452 | 900712893 | 501(C)(6) | $6,600 | $0 | GENERAL SUPPORT | |
| CENTRAL OHIO CHAPTER | |||||||||
| PO BOX 163611 | COLUMBUS | OH | 432163611 | 020555888 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| CENTRAL VIRGINIA CHAPTER | |||||||||
| 3420 PUMP RD 288 | HENRICO | VA | 232331111 | 541801626 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| CHAMPLAIN VALLEY VT CHAPTER | |||||||||
| 1375 MAPLE TREE PLACE 1003 | WILLISTON | VT | 05495 | 030368423 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| CHARLESTON SC CHAPTER | |||||||||
| 510 BARFIELD DRIVE | SUMMERVILLE | SC | 29485 | 571095146 | 501(C)(6) | $9,031 | $0 | GENERAL SUPPORT | |
| CHATTANOOGA CHAPTER | |||||||||
| 518 SEMI CIR | CHATTANOOGA | TN | 374154708 | 562336139 | 501(C)(6) | $9,225 | $0 | GENERAL SUPPORT | |
| CHICAGOLAND CHAPTER | |||||||||
| 8745 W HIGGINS ROAD SUITE 110 | CHICAGO | IL | 60631 | 364407345 | 501(C)(6) | $7,735 | $0 | GENERAL SUPPORT | |
| COASTAL BEND CHAPTER | |||||||||
| 4833 SARATOGA BLVD 233 | CORPUS CHRISTI | TX | 784132213 | 742981863 | 501(C)(6) | $5,400 | $0 | GENERAL SUPPORT | |
| COLUMBIA RIVER BASIN CHAPTER | |||||||||
| PO BOX 1114 | RICHLAND | WA | 99352 | 912096339 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| COLUMBUS GEORGIA CHAPTER | |||||||||
| 7057 VININGS WAY | COLUMBUS | GA | 319075771 | 580428355 | 501(C)(6) | $8,200 | $0 | GENERAL SUPPORT | |
| CONCORDIA SUMMIT INC | |||||||||
| 134 E 40TH STREET FLOOR 5 | NEW YORK | NY | 10016 | 275121564 | 501(C)(3) | $100,000 | $0 | GENERAL SUPPORT | |
| DALLAS CHAPTER | |||||||||
| PO BOX 251231 | PLANO | TX | 750251231 | 352189954 | 501(C)(6) | $8,880 | $0 | GENERAL SUPPORT | |
| DAYTONMIAMI VALLEY OHIO CHAPTER | |||||||||
| 10200 KEITHSHIRE CT | MIAMISBURG | OH | 453427263 | 320009402 | 501(C)(6) | $6,600 | $0 | GENERAL SUPPORT | |
| EAST TENNESSEE CHAPTER | |||||||||
| 1533 BOTSFORD DR | KNOXVILLE | TN | 379228049 | 621845881 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| EASTERN IDAHO CHAPTER | |||||||||
| PO BOX 51371 | IDAHO FALLS | ID | 834051371 | 820427536 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| EASTERN IOWA CHAPTER | |||||||||
| PO BOX 1811 | CEDAR RAPIDS | IA | 524061811 | 421458095 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| EMERALD COAST FL CHAPTER | |||||||||
| PO BOX 6302 | NAVARRE | FL | 325661902 | 264081409 | 501(C)(6) | $8,200 | $0 | GENERAL SUPPORT | |
| ERIE PA CHAPTER | |||||||||
| 2705 LOVELAND AVE | ERIE | PA | 165062453 | 200069128 | 501(C)(6) | $9,200 | $0 | GENERAL SUPPORT | |
| FLORIDA SUNCOAST CHAPTER | |||||||||
| 500 TRINITY LANE N UNIT 6210 | ST PETERSBURG | FL | 33716 | 593427306 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| FORT WORTH CHAPTER | |||||||||
| 1517 POSTBRIDGE CT | ARLINGTON | TX | 76012 | 752916952 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| FOUNDATION FOR GLOBAL COMPACT | |||||||||
| 685 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10017 | 161756484 | 501(C)(3) | $112,500 | $0 | GENERAL SUPPORT | |
| GREAT LAKES CHAPTER | |||||||||
| PO BOX 99463 | TROY | MI | 480999463 | 382909930 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| HAMPTON ROADS CHAPTER | |||||||||
| 2400 TORO CT | VIRGINIA BEACH | VA | 234564220 | 912166877 | 501(C)(6) | $7,630 | $0 | GENERAL SUPPORT | |
| HARRISBURG UNIVERSITY OF SCIENCE AND TECHNOLOGY | |||||||||
| 326 MARKET STREET | HARRISBURG | PA | 17101 | 251900793 | 501(C)(3) | $8,000 | $0 | GENERAL SUPPORT | |
| HOUSTON CHAPTER | |||||||||
| 1321 ANTOINE DRIVE | HOUSTON | TX | 77055 | 760298696 | 501(C)(6) | $13,821 | $0 | GENERAL SUPPORT | |
| INLAND NORTHWEST CHAPTER | |||||||||
| PO BOX 694 | VERADALE | WA | 99037 | 912071863 | 501(C)(6) | $8,100 | $0 | GENERAL SUPPORT | |
| KANSAS CITY MID-AMERICA CHAPTER | |||||||||
| 1221 W 103RD ST ST 151 | KANSAS CITY | MO | 64114 | 431680507 | 501(C)(6) | $7,600 | $0 | GENERAL SUPPORT | |
| KENTUCKIANA CHAPTER | |||||||||
| 2158 BARINGER AVE | LOUISVILLE | KY | 402041404 | 311492175 | 501(C)(6) | $7,200 | $0 | GENERAL SUPPORT | |
| KENTUCKY BLUEGRASS CHAPTER | |||||||||
| 2269 CAMBERLING DR | LEXINGTON | KY | 40515 | 611378159 | 501(C)(6) | $9,186 | $0 | GENERAL SUPPORT | |
| LA CROSSE - ROCHESTER CHAPTER | |||||||||
| PO BOX 26 | LA CROSSE | WI | 54601 | 810579148 | 501(C)(6) | $8,200 | $0 | GENERAL SUPPORT | |
| LONG ISLAND NY CHAPTER | |||||||||
| 8301 APPALACHIAN RIDGE RD | BOYNTON BEACH | FL | 334733502 | 113535280 | 501(C)(6) | $6,000 | $0 | GENERAL SUPPORT | |
| LOS ANGELES CHAPTER | |||||||||
| 8001 YORKTOWN PL | LA PALMA | CA | 906232177 | 954185105 | 501(C)(6) | $13,760 | $0 | GENERAL SUPPORT | |
| MASS BAY CHAPTER | |||||||||
| 465 WAVERLEY OAK ROAD SUITE 421 | WALTHAM | MA | 024528498 | 043531625 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| MEMPHIS TN CHAPTER | |||||||||
| PO BOX 383283 | GERMANTOWN | TN | 381833283 | 621765480 | 501(C)(6) | $10,200 | $0 | GENERAL SUPPORT | |
| METROPOLITAN ST LOUIS CHAPTER | |||||||||
| PO BOX 6016 | CHESTERFIELD | MO | 630066016 | 431896612 | 501(C)(6) | $8,730 | $0 | GENERAL SUPPORT | |
| MICHIGAN HURON VALLEY CHAPTER | |||||||||
| PO BOX 3278 | ANN ARBOR | MI | 48106 | 753020879 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| MID-MISSOURI CHAPTER | |||||||||
| 309 VISTA RD | JEFFERSON CITY | MO | 651091260 | 431872631 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| MILWAUKEESOUTHEAST WISCONSIN CHAPTER | |||||||||
| 17145 W BLUEMOUND ROAD SUITE J-278 | BROOKFIELD | WI | 53005 | 391976787 | 501(C)(6) | $6,625 | $0 | GENERAL SUPPORT | |
| MONTANA CHAPTER | |||||||||
| PO BOX 778 | HELENA | MT | 596240778 | 270265000 | 501(C)(6) | $8,199 | $0 | GENERAL SUPPORT | |
| MONTEREY BAY CHAPTER | |||||||||
| 27645 SCHULTE RD | CARMEL | CA | 939237927 | 200292401 | 501(C)(6) | $7,100 | $0 | GENERAL SUPPORT | |
| NASHVILLE TN CHAPTER | |||||||||
| 101 CREEKSIDE XING STE 1700-222 | BRENTWOOD | TN | 370271062 | 621700805 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| NC PIEDMONT TRIAD CHAPTER | |||||||||
| PO BOX 4444 | GREENSBORO | NC | 27404 | 561692577 | 501(C)(6) | $7,561 | $0 | GENERAL SUPPORT | |
| NEW HAMPSHIRE CHAPTER | |||||||||
| PO BOX 4496 | PORTSMOUTH | NH | 038024496 | 020521971 | 501(C)(6) | $6,600 | $0 | GENERAL SUPPORT | |
| NEW JERSEY CHAPTER | |||||||||
| PO BOX 301 | HIBERNIA | NJ | 078420301 | 222962489 | 501(C)(6) | $8,775 | $0 | GENERAL SUPPORT | |
| NEW YORK CITY CHAPTER | |||||||||
| PO BOX 4330 | NEW YORK | NY | 101634330 | 133771429 | 501(C)(6) | $7,770 | $0 | GENERAL SUPPORT | |
| NORTH ALABAMA CHAPTER | |||||||||
| PO BOX 5037 | HUNTSVILLE | AL | 358145037 | 631264567 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| NORTH CAROLINA CHAPTER | |||||||||
| 65 TW ALEXANDER DR UNIT 14064 | DURHAM | NC | 277090889 | 561451473 | 501(C)(6) | $7,825 | $0 | GENERAL SUPPORT | |
| NORTHEAST FLORIDA CHAPTER | |||||||||
| 1812 VISTA LAKES DR | FLEMING ISLAND | FL | 320037310 | 593281224 | 501(C)(6) | $8,875 | $0 | GENERAL SUPPORT | |
| NORTHEAST INDIANA CHAPTER | |||||||||
| PO BOX 11293 | FORT WAYNE | IN | 46857 | 352014799 | 501(C)(6) | $6,000 | $0 | GENERAL SUPPORT | |
| NORTHEAST OHIO CHAPTER | |||||||||
| PO BOX 241141 | CLEVELAND | OH | 441248741 | 341943100 | 501(C)(6) | $8,750 | $0 | GENERAL SUPPORT | |
| NORTHEASTERN UNIVERSITY COLLEGE OF PROFESSIONAL STUDIES | |||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 021155005 | 041679980 | 501(C)(3) | $29,000 | $0 | GENERAL SUPPORT | |
| NORTHERN UTAH CHAPTER | |||||||||
| PO BOX 1204 | SALT LAKE CITY | UT | 841101204 | 870668255 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| OKLAHOMA CITY CHAPTER | |||||||||
| 6608 N WESTERN AVE 311 | OKLAHOMA CITY | OK | 731167326 | 731590531 | 501(C)(6) | $6,681 | $0 | GENERAL SUPPORT | |
| OLYMPIA WASHINGTON CHAPTER | |||||||||
| 6030 NEWPORT CT SW | TUMWATER | WA | 98512 | 710964874 | 501(C)(6) | $5,270 | $0 | GENERAL SUPPORT | |
| ORANGE COUNTY CHAPTER | |||||||||
| 17192 MURPHY AVE | IRVINE | CA | 926230400 | 339922165 | 501(C)(6) | $7,735 | $0 | GENERAL SUPPORT | |
| NATIONAL ASSOCIATION OF STATE WORKFORCE AGENCIES | |||||||||
| 444 N CAPITOL ST NW STE 300 | WASHINGTON | DC | 200011512 | 520978073 | GOV'T | $10,000 | $0 | GENERAL SUPPORT | |
| PHOENIX CHAPTER | |||||||||
| 3104 E CAMELBACK RD UNIT 7138 | PHOENIX | AZ | 85016 | 861013801 | 501(C)(6) | $7,740 | $0 | GENERAL SUPPORT | |
| PIKES PEAK REGIONAL COLORADO CHAPTER | |||||||||
| PO BOX 49413 | COLORADO SPRINGS | CO | 804949413 | 841368586 | 501(C)(6) | $8,730 | $0 | GENERAL SUPPORT | |
| PITTSBURGH CHAPTER | |||||||||
| 169 LADLEY ST | PITTSBURGH | PA | 152091624 | 251717011 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| PMI HAWAII CHAPTER | |||||||||
| 1050 BISHOP STREET SUITE 138 | HONOLULU | HI | 96812 | 943283959 | 501(C)(6) | $7,725 | $0 | GENERAL SUPPORT | |
| PORTLAND CHAPTER | |||||||||
| 9220 SW BARBUR BLVD - STE 119-346 | PORTLAND | OR | 97219 | 931078251 | 501(C)(6) | $7,735 | $0 | GENERAL SUPPORT | |
| PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION | |||||||||
| 18 CAMPUS BOULEVARD SUITE 150 | NEWTOWN SQUARE | PA | 19073 | 232630701 | 501(C)(3) | $6,305,489 | $0 | GENERAL SUPPORT | |
| PROJECT MANAGERS WITHOUT BORDERS | |||||||||
| 18 CAMPUS BOULEVARD SUITE 150 | NEWTOWN SQUARE | PA | 19073 | 472193832 | 501(C)(3) | $273,075 | $0 | GENERAL SUPPORT | |
| PUGET SOUND CHAPTER | |||||||||
| 1006 INDUSTRY DRIVE | TUKWILA | WA | 98188 | 912027687 | 501(C)(6) | $7,760 | $0 | GENERAL SUPPORT | |
| ROCHESTER CHAPTER | |||||||||
| 1200A SCOTTSVILLE RD STE 400 | ROCHESTER | NY | 146245703 | 161349573 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| SACRAMENTO VALLEY CHAPTER | |||||||||
| 15095 FUENTE DE PAZ | RANCHO MURIETA | CA | 956839377 | 680467936 | 501(C)(6) | $7,710 | $0 | GENERAL SUPPORT | |
| SAN DIEGO CHAPTER | |||||||||
| 8895 TOWNE CENTRE DR | SAN DIEGO | CA | 921225542 | 680499554 | 501(C)(6) | $8,270 | $0 | GENERAL SUPPORT | |
| SAN FRANCISCO BAY AREA CHAPTER | |||||||||
| PO BOX 193544 | SAN FRANCISCO | CA | 941193544 | 942715329 | 501(C)(6) | $13,770 | $0 | GENERAL SUPPORT | |
| SAVANNAH GA CHAPTER | |||||||||
| 113 WINDFIELD DR | SAVANNAH | GA | 314063013 | 582603273 | 501(C)(6) | $9,600 | $0 | GENERAL SUPPORT | |
| SILICON VALLEY CA CHAPTER | |||||||||
| 589 WATER WITCH WAY | SAN JOSE | CA | 95117 | 912089006 | 501(C)(6) | $7,725 | $0 | GENERAL SUPPORT | |
| SOUTH ALABAMA CHAPTER | |||||||||
| PO BOX 242963 | MONTGOMERY | AL | 361242963 | 364537062 | 501(C)(6) | $9,225 | $0 | GENERAL SUPPORT | |
| SOUTH CAROLINA MIDLANDS CHAPTER | |||||||||
| 701 GERVAIS ST STE 150 123 | COLUMBIA | SC | 292013065 | 571124483 | 501(C)(6) | $8,100 | $0 | GENERAL SUPPORT | |
| SOUTH DAKOTA CHAPTER | |||||||||
| 4800 S LOUISE AVE 302 | SIOUX FALLS | SD | 571062217 | 412130937 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| SOUTH FLORIDA CHAPTER | |||||||||
| 4737 N OCEAN DR 148 | LAUDERDALE BY THE SEA | FL | 333082920 | 593167101 | 501(C)(6) | $7,875 | $0 | GENERAL SUPPORT | |
| SOUTHERN MARYLAND CHAPTER | |||||||||
| 4010 LELIA LANE | PORT REPUBLIC | MD | 20676 | 522255880 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| SOUTHERN NEVADA CHAPTER | |||||||||
| 3921 BIDDLE ST | NORTH LAS VEGAS | NV | 890322893 | 880332925 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| SOUTHERN NEW ENGLAND CHAPTER | |||||||||
| 1245 FARMINGTON AVE 218 | WEST HARTFORD | CT | 061072667 | 061604979 | 501(C)(6) | $5,075 | $0 | GENERAL SUPPORT | |
| SOUTHWEST MISSOURI CHAPTER | |||||||||
| 616 N MONTCLAIR WAY | NIXA | MO | 65714 | 271341969 | 501(C)(6) | $8,200 | $0 | GENERAL SUPPORT | |
| SOUTHWEST OHIO CHAPTER | |||||||||
| 5893 THORNBERRY CT | MASON | OH | 450407756 | 311280881 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| SPACE COAST FLORIDA CHAPTER | |||||||||
| PO BOX 360066 | MELBOURNE | FL | 32936 | 161623982 | 501(C)(6) | $5,035 | $0 | GENERAL SUPPORT | |
| TALLAHASSEE FLORIDA CHAPTER | |||||||||
| PO BOX 15511 | TALLAHASSEE | FL | 323175511 | 113659968 | 501(C)(6) | $6,600 | $0 | GENERAL SUPPORT | |
| THE MINNESOTA CHAPTER OF PROJECT MANAGEMENT CHAPTER | |||||||||
| 900 LONG LANE SUITE 101 | NEW BRIGHTON | MN | 55112 | 411990654 | 501(C)(6) | $7,840 | $0 | GENERAL SUPPORT | |
| TUCSON CHAPTER | |||||||||
| 310 S WILLIAMS BLVD | TUCSON | AZ | 857114407 | 461213592 | 501(C)(6) | $8,422 | $0 | GENERAL SUPPORT | |
| TULSA CHAPTER | |||||||||
| 1611 S UTICA PMB 346 | TULSA | OK | 74104 | 731605403 | 501(C)(6) | $7,648 | $0 | GENERAL SUPPORT | |
| UPSTATE NEW YORK CHAPTER | |||||||||
| PO BOX 11132 | ALBANY | NY | 122110132 | 141829494 | 501(C)(6) | $6,600 | $0 | GENERAL SUPPORT | |
| WASHINGTON DC CHAPTER | |||||||||
| 1421 PRINCE ST STE 310 | ALEXANDRIA | VA | 223142805 | 542015198 | 501(C)(6) | $8,740 | $0 | GENERAL SUPPORT | |
| WESTCHESTER NY CHAPTER | |||||||||
| PO BOX 8183 | WHITE PLAINS | NY | 10602 | 611421320 | 501(C)(6) | $6,580 | $0 | GENERAL SUPPORT | |
| WESTERN IDAHO CHAPTER | |||||||||
| PO BOX 7022 | BOISE | ID | 837071022 | 820529669 | 501(C)(6) | $7,700 | $0 | GENERAL SUPPORT | |
| WESTERN LAKE ERIE CHAPTER | |||||||||
| 5829 GREEN IVY LN | MONCLOVA | OH | 435429379 | 341959436 | 501(C)(6) | $8,200 | $0 | GENERAL SUPPORT | |
| WESTERN MICHIGAN CHAPTER | |||||||||
| 4246 KALAMAZOO AVE SE | KENTWOOD | MI | 495083607 | 383109217 | 501(C)(6) | $7,699 | $0 | GENERAL SUPPORT | |
| WICHITA KANSAS CHAPTER | |||||||||
| PO BOX 48873 | WICHITA | KS | 672018873 | 481178075 | 501(C)(6) | $9,200 | $0 | GENERAL SUPPORT | |
| WILLAMETTE VALLEY OR CHAPTER | |||||||||
| 3063 FLAME TREE LN NW | ALBANY | OR | 973214102 | 911751365 | 501(C)(6) | $8,200 | $0 | GENERAL SUPPORT | |
| PALMETTO CHAPTER | |||||||||
| 240 TYMBERBROOK DR | LYMAN | SC | 293659222 | 570886800 | 501(C)(6) | $8,700 | $0 | GENERAL SUPPORT | |
| PUERTO RICO CHAPTER | |||||||||
| PO BOX 11164 | SAN JUNA | PR | 00922 | 660565244 | 501(C)(6) | $9,000 | $0 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 106 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPEND | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $6,216 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROJECT MANAGEMENT INSTITUTE ("PMI") HAD A PROJECT MONITORING SYSTEM IN PLACE TO MONITOR THE USE OF GRANT FUNDS. THE GUIDELINES ARE OUTLINED IN BOTH THE RESEARCH AGREEMENT AND A DOCUMENT DETAILING THE ROLE OF THE PROJECT LIAISON. PMI REQUIRES ALL GRANTEES TO SUBMIT DETAILED PERIODIC REPORTS TO THEIR ASSIGNED LIAISON AND TO THE PMI ACADEMIC RESOURCES TEAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PIERRE LE MANH | ||||||||||||||
| PRESIDENT & CEO | $896,919 | $0 | $670,800 | $0 | $14,280 | $0 | $19,987 | $0 | $12,396 | $0 | $1,614,382 | $0 | $0 | $0 |
| YONG TAO CHEN | ||||||||||||||
| MANAGING DIRECTOR, CHINA | $0 | $562,685 | $0 | $0 | $0 | $0 | $0 | $144,020 | $0 | $0 | $0 | $706,705 | $0 | $0 |
| MARK BROOME | ||||||||||||||
| CHIEF PRODUCT OFFICER | $357,367 | $0 | $204,750 | $0 | $13,220 | $0 | $17,580 | $0 | $25,747 | $0 | $618,664 | $0 | $0 | $0 |
| DANIEL CONRAD | ||||||||||||||
| VP, GENERAL COUNSEL & CORP SEC | $347,897 | $0 | $185,304 | $0 | $7,334 | $0 | $13,800 | $0 | $22,958 | $0 | $577,293 | $0 | $0 | $0 |
| BRANTLEE UNDERHILL | ||||||||||||||
| CHIEF COMMUNITY OFFICER | $324,493 | $0 | $184,275 | $0 | $6,845 | $0 | $21,596 | $0 | $27,837 | $0 | $565,046 | $0 | $0 | $0 |
| ABDULLAH S WRIGHT | ||||||||||||||
| CHIEF STRATEGY OFFICER | $325,201 | $0 | $184,275 | $0 | $5,689 | $0 | $18,622 | $0 | $29,432 | $0 | $563,219 | $0 | $0 | $0 |
| DOROTHY MCKELVY | ||||||||||||||
| VP, GLOBAL TALENT | $322,853 | $0 | $182,520 | $0 | $13,775 | $0 | $18,674 | $0 | $12,074 | $0 | $549,896 | $0 | $0 | $0 |
| JOHANNES HEINLEIN | ||||||||||||||
| CHIEF GROWTH OFFICER | $380,018 | $0 | $85,337 | $0 | $12,533 | $0 | $21,590 | $0 | $32,050 | $0 | $531,528 | $0 | $0 | $0 |
| JANINE VAN STADEN | ||||||||||||||
| CHIEF FINANCIAL OFFICER & TREAS. | $368,069 | $0 | $59,850 | $0 | $8,827 | $0 | $22,304 | $0 | $10,895 | $0 | $469,945 | $0 | $0 | $0 |
| SIERRA HAMPTON-SIMMONS | ||||||||||||||
| FORMER KEY EMPLOYEE | $266,696 | $0 | $139,434 | $0 | $1,242 | $0 | $19,860 | $0 | $25,570 | $0 | $452,802 | $0 | $0 | $0 |
| ANA AJOSE | ||||||||||||||
| FORMER OFFICER | $258,415 | $0 | $58,750 | $0 | $1,242 | $0 | $20,452 | $0 | $2,853 | $0 | $341,712 | $0 | $0 | $0 |
| MARJORIE H GORDON | ||||||||||||||
| FORMER OFFICER | $248,768 | $0 | $47,840 | $0 | $4,244 | $0 | $19,327 | $0 | $10,498 | $0 | $330,677 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TAX GROSS UPS: THE GROSS UP AMOUNTS COVERED THE TAXES PAID FOR EXECUTIVE PERKS FOR CURRENT OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED (INCLUDES EXECUTIVE GTL, EXECUTIVE WELLNESS, EXECUTIVE SUPPLEMENTAL LIFE INSURANCE). HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: PMI REQUIRES THAT EXECUTIVES SUBMIT THEIR EXPENSE WITH DOCUMENTATION OF A RECEIPT SHOWING PAYMENT FOR A WELLNESS BENEFIT (EX. GYM MEMBERSHIP, WEIGHT LOSS PROGRAM, PERSONAL TRAINER, ETC.). PMI RETAINS SUPPORTING DOCUMENTATION FOR THESE FEES AND ALL BENEFITS ARE INCLUDED IN THE RESPECTIVE EMPLOYEE'S W-2 WAGES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | OUR MISSION: WE ARE A COMMUNITY CREATING THE PRODUCTS, SERVICES AND EXPERIENCES THAT POWER PROJECT SUCCESS. OUR VISION: A WORLD WHERE EVERY PROJECT LIVES UP TO ITS FULL POTENTIAL FOR POSITIVE IMPACT. |
| FORM 990, PART I, LINE 6 - DESCRIPTION OF VOLUNTEER ESTIMATE: | 13,122 DEDICATED VOLUNTEERS SUPPORT PMI GLOBALLY THROUGH THEIR ACTIVITIES AS CHAPTER LEADERS, AS BOARD MEMBERS OR ON BOARD SUPPORT COMMITTEES, ON MEMBER ADVISORY GROUPS, THROUGH CONTRIBUTION TO EXAM QUESTION DEVELOPMENT AND THE DEVELOPMENT OF PROFESSIONAL STANDARDS THAT SHAPE THE FUTURE OF THE PROFESSION, BY WRITING AND PUBLISHING WHITE PAPERS AND REVIEWING PROJECT MANAGEMENT MANUALS, BOOKS AND PERIODICALS, OR OTHER IMPORTANT WORK. PMI UTILIZES ITS VOLUNTEER RELATIONS MANAGEMENT SYSTEM (VRMS) AS A RESOURCE FOR ITS MEMBERS TO SEARCH FOR VOLUNTEER OPPORTUNITIES THROUGHOUT THE WORLD AND USES THIS SYSTEM TO TRACK VOLUNTEER ACTIVITIES AND STATISTICS, INCLUDING THE NUMBER OF ACTIVE VOLUNTEERS. |
| FORM 990, PART III, LINE 4A | CERTIFICATIONS - IN AN INCREASINGLY PROJECTIZED WORLD, PMI PROFESSIONAL CERTIFICATION ENSURES PROFESSIONALS ARE READY TO MEET THE DEMANDS OF PROJECTS AND EMPLOYERS ACROSS THE GLOBE. RECOGNIZED BY ORGANIZATIONS AND GOVERNMENTS AROUND THE WORLD, PMI CERTIFICATIONS PROVIDE THE OPPORTUNITY FOR PROJECT MANAGEMENT PRACTITIONERS TO DEMONSTRATE THEIR ACCOMPLISHMENTS THROUGH THE RIGOROUS EXAMINATION PROCESS. DEVELOPED BY PRACTITIONERS FOR PRACTITIONERS, PMI CERTIFICATIONS ARE BASED ON RIGOROUS STANDARDS AND ONGOING RESEARCH TO MEET THE REAL-WORLD NEEDS OF ORGANIZATIONS. WITH A PMI CERTIFICATION, PROFESSIONAL CAN WORK IN VIRTUALLY ANY INDUSTRY, ANYWHERE IN THE WORLD, AND WITH ANY PROJECT MANAGEMENT METHODOLOGY. WHEREVER A PROFESSIONAL IS IN THEIR CAREER, PMI HAS A CERTIFICATION. PMI'S GLOBALLY RECOGNIZED PROJECT MANAGEMENT PROFESSIONAL (PMP) CERTIFICATION IS THE MOST COVETED PROJECT MANAGEMENT CERTIFICATION, WITH NEARLY 1.6 MILLION PMP CERTIFICATION HOLDERS AROUND THE WORLD AS OF DECEMBER 2024. PMI ALSO OFFERS OTHER SPECIFIC CERTIFICATIONS, INCLUDING THE PMI PROFESSIONAL IN BUSINESS ANALYSIS (PMI-PBA), PROGRAM MANAGEMENT PROFESSIONAL (PGMP), PORTFOLIO MANAGEMENT PROFESSIONAL (PFMP), PMI RISK MANAGEMENT PROFESSIONAL (PMI-RMP), AND PMI SCHEDULING PROFESSIONAL (PMI-SP). PMI ALSO CERTIFIES NEWER PROJECT MANAGEMENT PRACTITIONERS THROUGH ITS CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (CAPM) CERTIFICATION. OVERALL, PMI YIELDED MORE THAN 1.6 MILLION GROSS CERTIFICATIONS AS OF DECEMBER 2024. |
| FORM 990, PART III, LINE 4C | EVENTS AND SEMINARS - PMI HOSTS NUMEROUS TYPES OF EVENTS TO BRING TOGETHER PRACTITIONERS FROM AROUND THE WORLD TO NETWORK AND ENHANCE THEIR KNOWLEDGE OF PROJECT MANAGEMENT. THIS INCLUDES ANNUAL CONGRESSES IN EUROPE, AFRICA AND THE MIDDLE EAST (EMEA); SMALLER REGIONAL EVENTS IN ASIA PACIFIC AND LATIN AMERICAN; AS WELL AS REGULAR IN-DEPTH SEMINARS CALLED SEMINARSWORLD. AT PMI'S ANNUAL GLOBAL CONFERENCE IN NORTH AMERICA, THOUSANDS OF PROJECT AND PROGRAM MANAGERS, CHAPTER LEADERS, AND BUSINESS PROFESSIONALS FROM AROUND THE WORLD COME TOGETHER TO SHARE KNOWLEDGE, STRENGTHEN COMMUNITY AND LEAD THE EVOLUTION OF THE PROJECT MANAGEMENT PROFESSION. ADDITIONALLY, PMI ANNUALLY HOSTS ITS PMO SYMPOSIUM, A MUST-ATTEND EVENT FOR PROGRAM, PORTFOLIO, PMO AND ORGANIZATIONAL PROJECT MANAGEMENT LEADERS RESPONSIBLE FOR THE SUCCESS OF THEIR ORGANIZATION'S KEY INITIATIVES. THE THREE-DAY EVENT SYMPOSIUM PROVIDES ATTENDEES WITH ACCESS TO PMO EXPERTS SO THAT THEY CAN LEARN, NETWORK, AND GAIN PRACTICAL, REAL-WORLD EXPERTISE TO TAKE THEIR PMOS TO THE NEXT LEVEL. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN PMI SHALL BE OPEN TO ANY PERSON INTERESTED IN THE DECLARED PURPOSES OF THE INSTITUTE, CONSISTENT WITH THE REQUIREMENTS AND MEMBER QUALIFICATIONS OF THESE BYLAWS AND APPLICABLE PMI POLICIES, ESTABLISHED BY THE PMI BOARD OF DIRECTORS. QUALIFIED PERSONS SEEKING MEMBERSHIP WILL BE ACCEPTED AS A MEMBER OF THE INSTITUTE UPON THE SUBMISSION, RECEIPT, ACCEPTANCE, AND PROCESSING OF THE REQUIRED APPLICATION MATERIALS, DUES, FEES, AND ASSESSMENTS. MEMBER RIGHTS ARE DEFINED AS THE OPPORTUNITY TO VOTE ON INSTITUTE MATTERS AND TO HOLD ELECTED OR APPOINTED OFFICE, AS DEFINED IN THE BYLAWS. PRIVILEGES ARE DEFINED AS THOSE TANGIBLE AND INTANGIBLE BENEFITS, PRODUCTS, AND SERVICES OFFERED WITH MEMBERSHIP IN THE INSTITUTE. THE PMI BOARD OF DIRECTORS SHALL ESTABLISH THE PRIVILEGES ASSOCIATED WITH MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE INSTITUTE MAINTAINS THE FOLLOWING CLASSES AND QUALIFICATIONS OF MEMBERSHIP, EACH CLASS WITH THE RIGHTS HEREINAFTER PROVIDED: 1. MEMBER - REGULAR. ANY PERSON WHO IS INTERESTED IN, OR ENGAGED IN, THE PRACTICE, TEACHING, OR OTHER APPLICATION OF PROJECT MANAGEMENT, INCLUDING RESEARCH CONCERNING PROJECT MANAGEMENT, MAY QUALIFY AS A REGULAR MEMBER OF THE INSTITUTE. REGULAR MEMBER SHALL HAVE VOTING RIGHTS AND MAY HOLD ANY ELECTED OR APPOINTED OFFICE IN THE INSTITUTE. 2. MEMBER - RETIREE. ANY PERSON WHO HAS BEEN A PMI MEMBER IN GOOD STANDING FOR FIVE (5) CONSECUTIVE YEARS, AND WHO HAS RETIRED FROM ACTIVE EMPLOYMENT, QUALIFIES FOR PMI RETIREE MEMBERSHIP. RETIREE MEMBERS SHALL HAVE ALL RIGHTS OF THE REGULAR MEMBER CLASS. 3. MEMBER - STUDENT. ANY PERSON CURRENTLY REGISTERED IN A DEGREE GRANTING PROGRAM AT AN ACCREDITED, OR GLOBALLY EQUIVALENT, COLLEGE/UNIVERSITY, MAY QUALIFY FOR PMI STUDENT MEMBERSHIP. STUDENT MEMBERS SHALL NOT BE ENTITLED TO EXERCISE ANY VOTING RIGHTS AND SHALL NOT HOLD ANY ELECTED OFFICE IN THE INSTITUTE, EXCEPT THAT STUDENT MEMBERS MAY HOLD OFFICE AND VOTE WITHIN A PMI COMPONENT, AS MAY BE GRANTED IN THE BYLAWS OF THE COMPONENTS. 4. MEMBER - ASSOCIATE. ANY PERSON WHO JOINS THE INSTITUTE TO ACCESS LIMITED PRIVILEGES PURSUANT TO POLICIES DULY ADOPTED BY THE PMI BOARD OF DIRECTORS. ASSOCIATE MEMBERS SHALL NOT BE ENTITLED TO EXERCISE ANY VOTING RIGHTS, AND SHALL NOT BE A CANDIDATE FOR, NOR HOLD ANY ELECTED OR APPOINTED OFFICE IN THE INSTITUTE. |
| FORM 990, PART VI, SECTION A, LINE 7B | GOVERNANCE DECISIONS OF THE ORGANIZATION ARE RESERVED TO OR SUBJECT TO THE APPROVAL OF MEMBERSHIP. UNDER THE ORGANIZATION'S BYLAWS, CERTAIN CHANGES TO THE BYLAWS REQUIRE MEMBERSHIP APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS PREPARED BY PMI'S EXTERNAL TAX CONSULTANTS. AFTER REVIEW BY PMI'S TAX STAFF, THE DRAFT IS REVIEWED BY PMI'S FINANCE AND LEGAL STAFF. THE DRAFT IS PRESENTED FOR REVIEW TO PMI'S PRESIDENT AND CHIEF EXECUTIVE OFFICER AND THEN TO THE BOARD'S AUDIT COMMITTEE. THE FINAL DRAFT OF THE FORM 990 IS THEN PRESENTED TO THE FULL BOARD. THE FORM 990 WAS DISTRIBUTED ELECTRONICALLY TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE PROCESS INCLUDES THE OPPORTUNITY FOR MEMBERS OF THE BOARD OF DIRECTORS TO SUBMIT QUESTIONS/COMMENTS ELECTRONICALLY. |
| FORM 990, PART VI, SECTION B, LINE 12C | INDIVIDUALS ACCOUNTABLE UNDER THE CONFLICT OF INTEREST POLICY INCLUDE ALL PMI EMPLOYEES AND VOLUNTEERS (BOTH MEMBERS AND NON-MEMBERS). MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES OF PMI ARE REQUIRED TO COMPLETE THE QUESTIONNAIRE ON AN ANNUAL BASIS. THIS IS TO ENSURE THAT NO CONFLICTS OF INTERESTS HAVE ARISEN AFTER THE PERSONS INITIAL INVOLVEMENT ARE DISCLOSED. THEY MUST IDENTIFY THOSE SITUATIONS WHERE THEY HAVE A CONFLICT OF INTEREST OR WHERE A REASONABLE PERSON MIGHT CONCLUDE THAT THEY HAD A CONFLICT OF INTEREST IN THE ACTIVITY IN WHICH THEY ARE PARTICIPATING OR ABOUT TO PARTICIPATE. SUCH DISCLOSURE SHOULD BE MADE IMMEDIATELY TO THAT STAFF MEMBER'S SUPERIOR OR THE GROUP LEADER IN THE CASE OF VOLUNTEERS. THE DISCLOSURE IS REVIEWED BY THE RESPONSIBLE GROUP LEADER FOR HIS/HER KNOWLEDGE AND UNDERSTANDING AND THEN FORWARDED TO THE PMI STAFF MEMBER WHO IS RESPONSIBLE FOR THE VOLUNTEER GROUP OR IN THE CASE OF A BOARD SPONSORED GROUP, THE LEGAL AND COMPLIANCE TEAM. THE PMI LEGAL AND COMPLIANCE TEAM WILL REVIEW THE CONFLICT OF INTEREST QUESTIONNAIRE OF ALL PMI BOARD MEMBERS, MEMBERS OF CHARTERED COMMITTEES, AND KEY EMPLOYEES, BRINGING CONFLICTS OF INTEREST AND POSSIBLE CONFLICTS OF INTEREST TO THE ATTENTION OF THE PMI CHAIR AND/OR THE CHIEF EXECUTIVE OFFICER FOR RESOLUTION. THE CHIEF EXECUTIVE OFFICER WILL REVIEW THE QUESTIONNAIRE OF THE GENERAL COUNSEL. RESTRICTIONS AND REMEDIAL ACTIONS FOR DISCLOSED CONFLICTS OR POSSIBLE CONFLICTS OF INTEREST MAY INCLUDE, RECUSAL FROM ANY DECISION DEVELOPED BY THE GROUP OR FROM THE PART OF THE PROCESS WHERE A CONFLICT EXISTS, REPLACEMENT ON THE GROUP, AND/OR PARTICIPATION AS A SUBJECT MATTER EXPERT BUT NOT IN DISCUSSIONS OR DELIBERATIONS. APPARENT VIOLATIONS OF THIS POLICY, INCLUDING THE FAILURE TO MAKE ADEQUATE AND FULL DISCLOSURE, ARE FORWARDED TO THE APPROPRIATE INDIVIDUAL AS DESCRIBED IN PMI'S POLICY ON COMPLAINT, DISPUTE, AND GRIEVANCE RESOLUTION OR TO THE ETHICS REVIEW COMMITTEE UNDER PMI'S MEMBER ETHICS CASE PROCEDURES, AS APPLICABLE. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROJECT MANAGEMENT INSTITUTE FOLLOWS A FORMAL PROCESS TO ENSURE THAT COMPENSATION FOR ITS CHIEF EXECUTIVE OFFICER, OFFICERS, AND KEY EMPLOYEES IS REASONABLE AND CONSISTENT WITH THE MARKET IN WHICH IT OPERATES. THE BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION COMMITTEE COMPRISED ENTIRELY OF INDEPENDENT TRUSTEES WHO HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS. THE COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE MARKET ASSESSMENTS AND COMPARABILITY DATA FROM PROFESSIONAL SOCIETIES AND NONPROFIT ORGANIZATIONS OF SIMILAR SIZE, SCOPE, AND COMPLEXITY. BASED ON ITS REVIEW OF THE CONSULTANT'S ANALYSES AND OTHER RELEVANT INFORMATION, THE COMPENSATION COMMITTEE MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH APPROVES FINAL COMPENSATION DECISIONS. ALL DELIBERATIONS, COMPARABILITY DATA, AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE MEETING AT WHICH SUCH ACTIONS ARE TAKEN. FOR ALL OTHER EMPLOYEES, COMPENSATION IS ESTABLISHED AND REVIEWED BY CEO, CFO, VP OF GLOBAL TALENT, AND DIRECTOR OF GLOBAL TALENT SERVICES USING COMPARABLE MARKET DATA, INTERNAL EQUITY ANALYSES, AND ANNUAL SALARY REVIEWS CONSISTENT WITH THE ORGANIZATION'S APPROVED COMPENSATION FRAMEWORK. ALL DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE CONTEMPORANEOUSLY DOCUMENTED, WITH SUPPORTING DATA RETAINED TO DEMONSTRATE RELIANCE ON APPRPORIATE COMPARIBLITY INFOMRTAITON AND ADHERENCE TO ESTBALISHED REVIEW AND APPROVAL PROCEDURES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY AVAILABLE ON ITS WEBSITE (WWW.PMI.ORG) AND COPIES WILL ALSO BE PROVIDED AT REQUEST. THE AUDITED FINANCIAL STATEMENTS WILL BE PROVIDED ON REQUEST BUT ARE ALSO INCLUDED IN PMI'S ANNUAL REPORT THAT IS POSTED ON THE PMI.ORG WEBSITE. |
| FORM 990, PART IX, LINE 11G | CONSULTING 30,681,738. PUBLIC RELATIONS 11,909,145. PEO - HR SERVICES/PAYROLL PROCESSING 5,597,895. PHOTOGRAPHY & FILM 990,624. EDITORIAL SERVICES 893,987. SURVEYS 434,355. SALES COMMISSION 202,446. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|
| PMI AUSTRALASIA PTY LIMITED | ||||||||||
| LEVEL 20 TOWER 2 DARLING PARK | SYDNEY | AS | 2001 | 980607905 | ADVOCACY | AS | $197,771 | $270,228 | PMI | |
| PMI (BEIJING) PROJECT MGMT TECH CO LTD | ||||||||||
| RM 1107 11TH FLOOR BEIJING S CHA | BEIJING | CH | 980609885 | ADVOCACY | CH | $10,107,829 | $7,125,817 | PMI | ||
| PMI KHALEEJI FZ-LLC | ||||||||||
| BLOCK NO 6 1ST FLOOR F-07 | KNOWLEDGE VILLAGE | AE | 981162223 | TRAINING | AE | $2,807,980 | $2,105,696 | PMI AUSTRALASIA | DUBAI | |
| PMI MANAGEMENT SINGAPORE PTE LTD | ||||||||||
| 10 MARINA BLVD MARINA BAY FC | SN | 981174043 | CHPTR SUPPORT | SN | $2,665,457 | $2,009,850 | PMI | SINGAPORE | ||
| PMI ORGANIZATION CENTRE PRIVATE LIMITED | ||||||||||
| 302-305 BALARAMA BANDRA KURLA COMP | MUMBAI | IN | OUTREACH/ADVOCACY | IN | $3,971,301 | $3,316,172 | PMI | |||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PMI EDUCATIONAL FOUNDATION | ||||||||||
| 18 CAMPUS BOULEVARD SUITE 150 | NEWTOWN SQUARE | PA | 19073 | 232630701 | SUPPORT | PA | 501(C)(3) | LINE 12A, I | PMI | Yes (1) |
| PROJECT MANAGERS WITHOUT BORDERS | ||||||||||
| 18 CAMPUS BOULEVARD SUITE 150 | NEWTOWN SQUARE | PA | 19073 | 472193832 | SUPPORT | CO | 501(C)(3) | LINE 12A, I | PMI | Yes (1) |
| AGILEALLIANCE | ||||||||||
| 18 CAMPUS BOULEVARD SUITE 150 | NEWTOWN SQUARE | PA | 19073 | 364485515 | PROMOTE SOFTWARE DEVELOPMENT | IL | 501(C)(6) | PMI | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMI MANAGEMENT EUROPE (BELGIUM) | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SQUARE DE MEEUS 35 3D FLOOR | AddressLine1Txt |
| City | BRUSSELS | CityNm |
| Country | BE | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 981219090 | EIN |
| Primary Activities | OUTREACH | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | BE | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $854,363 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $695,822 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | Yes (1) | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.99900 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PMI EUROPE LIMITED | |||||||||||
| 82 ST JOHN STREET | LONDON | UK | EC1M 4JN | HOLDING COMPANY | UK | PMI | C | $6,929,809 | $2,930,463 | 1.00000 | Yes (1) |
| PMI CANADA | |||||||||||
| 1055 W GEORGIA ST 1500 ROYAL CTR | VANCOUVER | CA | BENCHMARKING | CA | PMI | C | $1,480,377 | $289,731 | 1.00000 | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PMI EDUCATIONAL FOUNDATION | ||
| B | $6,305,489 | FMV |
| PMI EDUCATIONAL FOUNDATION | ||
| L | $208,980 | FMV |
| PROJECT MANAGERS WITHOUT BORDERS | ||
| B | $273,075 | FMV |
| PROJECT MANAGERS WITHOUT BORDERS | ||
| L | $53,311 | FMV |
| PMI (BEIJING) PROJECT MGMT TECH CO LTD | ||
| M | $9,949,965 | FMV |
| PMI ORGANIZATION CENTRE PVT LTD | ||
| M | $3,807,983 | FMV |
| PMI MANAGEMENT EUROPE BVBA | ||
| M | $854,362 | FMV |
| PMI KHALEEJI FZ-LLC | ||
| M | $2,730,040 | FMV |
| PMI MANAGEMENT SINGAPORE PTE LTD | ||
| M | $2,663,936 | FMV |
| PMI EUROPE LIMITED | ||
| M | $6,877,408 | FMV |
| PMI AUSTRALASIA PTY LIMITED | ||
| M | $197,747 | FMV |
| PMI CANADA | ||
| P | $1,475,644 | COST |
| PMI EUROPE LIMITED | ||
| M | $6,877,408 | COST |
| AGILE ALLIANCE | ||
| B | $21,198 | FMV |
| AGILE ALLIANCE | ||
| S | $253,860 | FMV |