PROJECT MANAGEMENT INSTITUTE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PROJECT MANAGEMENT INSTITUTE INC (EIN 23-1887442)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-13
- IRS object ID
- 201532259349300908
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-13T07:11:11-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WEST BALTIMORE AVENUE SUITE 210 | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 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 | 14 CAMPUS BOULEVARD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A LANGLEY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6103564600 | PhoneNum |
| Signature | 2015-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLLEEN COOKE-VARALLO CPA | PreparerPersonNm |
| PTIN | P01461284 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAME AS ABOVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK A LANGLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CAMPUS BOULEVARD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $359,600,717 | 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 | THE INSTITUTE HAS BEEN FOUNDED AS AN AUTONOMOUS, NON-PROFIT, TAX-EXEMPT, MEMBERSHIP ASSOCIATION DEDICATED TO ADVANCING THE PRACTICE, SCIENCE AND PROFESSION OF PROJECT MANAGEMENT THROUGHOUT THE WORLD IN A CONSCIOUS AND PROACTIVE MANNER. PMI'S ENVISIONED GOAL AS STATED IN ITS STRATEGIC PLAN IS: WORLDWIDE, ORGANIZATIONS WILL EMBRACE, VALUE, AND UTILIZE PROJECT MANAGEMENT AND ATTRIBUTE THEIR SUCCESS TO IT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 418 | TotalEmployeeCnt |
| Total Volunteers | 8000 | TotalVolunteersCnt |
| Total Gross UBI | $5,201,224 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$508,293 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,692 | PYContributionsGrantsAmt |
| CY Contributions Grants | $51,269 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $160,083,929 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $153,624,161 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,452,156 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,304,626 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,974,916 | PYOtherRevenueAmt |
| CY Other Revenue | $11,357,795 | CYOtherRevenueAmt |
| PY Total Revenue | $180,553,693 | PYTotalRevenueAmt |
| CY Total Revenue | $180,337,851 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,274,615 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,022,787 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,584,485 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,489,268 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $99,291,707 | PYOtherExpensesAmt |
| CY Other Expenses | $95,735,041 | CYOtherExpensesAmt |
| PY Total Expenses | $136,150,807 | PYTotalExpensesAmt |
| CY Total Expenses | $137,247,096 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $44,402,886 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $43,090,755 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $369,746,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $414,337,290 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,572,830 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,605,016 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $313,173,853 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $357,732,274 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTE HAS BEEN FOUNDED AS AN AUTONOMOUS, NON-PROFIT, TAX-EXEMPT, MEMBERSHIP ASSOCIATION DEDICATED TO ADVANCING THE PRACTICE, SCIENCE AND PROFESSION OF PROJECT MANAGEMENT THROUGHOUT THE WORLD IN A CONSCIOUS AND PROACTIVE MANNER. PMI'S ENVISIONED GOAL AS STATED IN ITS STRATEGIC PLAN IS: WORLDWIDE, ORGANIZATIONS WILL EMBRACE, VALUE, AND UTILIZE PROJECT MANAGEMENT AND ATTRIBUTE THEIR SUCCESS TO IT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | CERTIFICATIONS: PMI IS THE LEADING CERTIFIER OF PROJECT MANAGERS GLOBALLY. ITS CERTIFICATIONS ARE RECOGNIZED BY BUSINESS AND GOVERNMENT AND PROVIDE THE OPPORTUNITY FOR PRACTITIONERS OF PROJECT MANAGEMENT TO DEMONSTRATE THEIR ACCOMPLISHMENTS THROUGH THE RIGOROUS EXAMINATION PROCESS. PMI'S PROJECT MANAGEMENT PROFESSIONAL (PMP) CERTIFICATION IS THE MOST IMPORTANT GLOBALLY-RECOGNIZED AND INDEPENDENTLY VALIDATED CREDENTIAL FOR PROJECT MANAGERS, WITH OVER 639,000 CERTIFIED PMPS AROUND THE WORLD AS OF DECEMBER 2014. PMI ALSO OFFERS CERTIFICATION SPECIFIC AREAS OF PROJECT MANAGEMENT, INCLUDING CERTIFICATION FOR PROJECT RISK (PMI-RP), PROJECT SCHEDULING PROFESSIONALS (PMI-SP), AGILE CERTIFICATION (PMI-ACP), PORTFOLIO MANAGEMENT (PFMP), PROGRAM MANAGEMENT (PGMP), AND BUSINESS ANALYSIS (PMI-PBA). PMI ALSO CERTIFIES NEWER PROJECT MANAGEMENT PRACTITIONERS THROUGH ITS CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (CAPM). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP: PMI IS THE WORLD'S LEADING NOT-FOR-PROFIT MEMBERSHIP ASSOCIATION FOR THE PROJECT MANAGEMENT PROFESSION, WITH MORE THAN 454,000 MEMBERS IN 195 COUNTRIES. PMI PROVIDES ITS MEMBERS WITH ACCESS TO KNOWLEDGE, NETWORKS, AND RESOURCES THAT CAN HELP THEM IMPROVE THEIR WORK AND ADVANCE THEIR CAREER IN PROJECT MANAGEMENT, INCLUDING TOOLS TO ASSESS THEIR SKILLS AND PLAN THEIR CAREER PATH, ONLINE AND DIGITAL RESOURCES INCLUDING THE PMBOK GUIDE, ARTICLES & PAPERS, WEBINARS, LEADERSHIP & VOLUNTEER OPPORTUNITIES, QUALITY PUBLICATIONS TO KEEP THEM INFORMED, AND DISCOUNTS ON PMI CREDENTIAL EXAMS AND RENEWALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEMINARS AND SYMPOSIUMS: PMI HOSTS ANNUAL CONGRESSES IN THE EUROPE, AFRICA AND THE MIDDLE EAST (EMEA) AND NORTH AMERICA REGIONS TO BRING PROJECT MANAGEMENT PRACTITIONERS AROUND THE WORLD TOGETHER TO ENHANCE THEIR KNOWLEDGE OF PROJECT MANAGEMENT. PMI ALSO HOSTS SMALLER REGIONAL EVENTS THROUGHOUT THE YEAR IN THE ASIA/PACIFIC AND LATIN AMERICA REGIONS. PMI ALSO HOSTS SEMINARSWORLD AND VIRTUAL EDUCATIONAL OFFERINGS TO HELP PRACTITIONERS ENHANCE THEIR KNOWLEDGE OF PROJECT MANAGEMENT. PMI ANNUALLY HOSTS IT PMO SYMPOSIUM, AT WHICH ATTENDEES HAVE THE OPPORTUNITY TO LEARN IMPORTANT INSIGHTS FROM GLOBAL INDUSTRY LEADERS VIA INFORMATIVE SESSIONS, PRESENTATIONS, INTERACTIVE SESSIONS, AND UNIQUE LEADERSHIP EXCURSIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| DescDesc |
|---|
| PUBLICATIONS: PMI PUBLISHES BOOKS, RESEARCH PAPERS, AND A QUARTERLY TECHNICAL JOURNAL TO ENHANCE THE KNOWLEDGE AVAILABLE TO ORGANIZATIONS AND INDIVIDUALS IN THE FIELD OF PROJECT MANAGEMENT. PMI'S PREMIER PUBLICATION, PM NETWORK, IS DISTRIBUTED MONTHLY TO OVER 454,000 MEMBERS IN 195 COUNTRIES AND TO 159 LIBRARIES INTERNATIONALLY. |
| STANDARDS: PMI IS THE LEADING GLOBAL DEVELOPER OF PROJECT MANAGEMENT STANDARDS. PROJECT MANAGERS AROUND THE WORLD HAVE THE OPPORTUNITY TO VOLUNTEER FOR THE STANDARDS DEVELOPMENT PROCESS AND TO SUBMIT THEIR INPUT IN DEVELOPING PMI'S STANDARDS. THE FIFTH EDITION OF A GUIDE TO THE PROJECT MANAGEMENT BODY OF KNOWLEDGE (PMBOK GUIDE), THE LEADING GLOBAL STANDARDS FOR PROJECT MANAGEMENT, ALONG WITH THREE OTHER STANDARDS WHICH INCLUDE THE STANDARD FOR PORTFOLIO MANAGEMENT (THIRD EDITION), THE STANDARD FOR PROGRAM MANAGEMENT (THIRD EDITION), AND THE ORGANIZATIONAL PROJECT MANAGEMENT MATURITY MODEL (OPM3 THIRD EDITION) COMPRISE THE MOST COMPREHENSIVE SET OF STANDARDS AVAILABLE FOR INDIVIDUALS AND ORGANIZATIONS IN THE FIELD OF PROJECT MANAGEMENT. PMI ALSO PUBLISHES PRACTICE STANDARDS AND PRACTICE GUIDES THAT DESCRIBE THE USE OF TOOLS, TECHNIQUES, OR PROCESSES IDENTIFIED IN THE PMBOK GUIDE AND OTHER FOUNDATIONAL STANDARDS. |
| SEMINARS AND CONGRESSES: PMI HOSTS ANNUAL CONGRESSES IN EUROPE, AFRICA AND THE MIDDLE EAST (EMEA) AND NORTH AMERICA REGIONS TO BRING PROJECT MANAGEMENT PRACTITIONERS AROUND THE WORLD TOGETHER TO ENHANCE THEIR KNOWLEDGE OF PROJECT MANAGEMENT. PMI ALSO HOSTS SMALLER REGIONAL EVENTS THROUGHOUT THE YEAR IN THE ASIA/PACIFIC AND LATIN AMERICA REGIONS. PMI ALSO HOSTS SEMINARSWORLD AND VIRTUAL EDUCATIONAL OFFERINGS THAT HELP PRACTITIONERS ENHANCE THEIR KNOWLEDGE OF PROJECT MANAGEMENT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 154 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 418 | 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 | IN | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | AE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT MANAGEMENT INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103564600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CAMPUS BOULEVARD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190733299 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RICARDO TRIANA | ||||||||
| CHAIR | 3.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE DELGROSSO | ||||||||
| VICE CHAIR | 3.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ZBIGNIEW TRACZYK | ||||||||
| SECRETARY/TREASURER | 3.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTONIO NIETO-RODRIGUEZ | ||||||||
| CHAIR OF THE SDOC | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEANNA LANDERS | ||||||||
| IMMEDIATE PAST CHAIR | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARETH CARNIERO | ||||||||
| DIRECTOR AT LARGE | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK DICKSON | ||||||||
| DIRECTOR AT LARGE | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE FARLEY | ||||||||
| DIRECTOR AT LARGE | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD HUTCHISON | ||||||||
| DIRECTOR AT LARGE | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA KUMAR | ||||||||
| DIRECTOR AT LARGE | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JON MIHALIC | ||||||||
| DIRECTOR AT LARGE | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER MONKHOUSE | ||||||||
| DIRECTOR AT LARGE | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEENA GORDON PARLA | ||||||||
| DIRECTOR AT LARGE | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL JCJ WALKER WAITE | ||||||||
| DIRECTOR AT LARGE | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AL ZEITOUN | ||||||||
| DIRECTOR AT LARGE | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LANGLEY | ||||||||
| PRESIDENT AND CEO | 60.00 | 5.00 | Yes (X) | $769,170 | $0 | $315,760 | ||
| DAVID GARRETT | ||||||||
| DIRECTOR DIGITAL PRESENCE | 50.00 | 0.00 | $272,337 | $0 | $32,583 | Yes (X) | ||
| JOHN DOYLE | ||||||||
| VP FINANCE & ADMINISTRATION | 50.00 | 0.00 | $264,854 | $0 | $38,779 | Yes (X) | ||
| WILLIAM SCARBOROUGH | ||||||||
| VP LEGAL | 50.00 | 0.00 | $264,024 | $0 | $39,389 | Yes (X) | ||
| CRAIG KILLOUGH | ||||||||
| VP ORGANIZATION MARKETS | 50.00 | 0.00 | $260,530 | $0 | $35,097 | Yes (X) | ||
| BRIAN WEISS | ||||||||
| VP PRACTITIONER MARKETS | 50.00 | 0.00 | $257,334 | $0 | $35,656 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,088,249 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $497,264 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 61 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| PROMETRIC | |||||||||
| PO BOX 223608 | PITTSBURGH | PA | 152512608 | EXAM DELIVERY & PSYCHOMETRIC SERVICES | $14,431,244 | ||||
| PBD INC | |||||||||
| 1650 BLUEGRASS LAKES PARKWAY | ALPHARETTA | GA | 30004 | BOOK FULFILLMENT SERVICES | $1,907,338 | ||||
| INTEREL | |||||||||
| EMEA REGION GOVERNMENT & BUSINESS RELATI | $1,643,381 | RUE DU LUXEMBOURG 22-24 | BRUSSELS | BE | BE-1000 | ||||
| GENESIS MICRO SOLUTIONS | |||||||||
| 1235 WESTLAKE DRIVE SUITE 220 | BERWYN | PA | 19312 | CONTRACT IT SERVICES | $1,495,496 | ||||
| MISSION STAFF | |||||||||
| 123 SOUTH BROAD STREET SUITE 1810 | PHILADELPHIA | PA | 19109 | CONTRACT IT SERVICES | $1,488,588 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 134 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $51,269 | RelatedOrganizationsAmt |
| Total Contributions | $51,269 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CERTIFICATION | 611600 | $78,616,097 | $78,616,097 |
| MEMBERSHIP DUES | 541900 | $55,749,186 | $55,749,186 |
| SEMINARS/SYMPOSIUM | 611430 | $14,034,672 | $14,034,672 |
| REP MEMBERSHIP FEES | 900099 | $3,827,417 | $3,827,417 |
| GLOBAL EXECUTIVE COUNCIL DUES | 900099 | $1,178,839 | $1,178,839 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $217,950 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $153,624,161 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,831,985 | TotalRevenueColumnAmt |
| Exclusion | $10,831,985 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,229,467 | TotalRevenueColumnAmt |
| Exclusion | $1,229,467 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $238,037 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $284,295 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$46,258 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,258 | TotalRevenueColumnAmt |
| Exclusion | -$46,258 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $179,495,009 | SecuritiesAmt |
| Other | $968 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $175,022,368 | SecuritiesAmt |
| Other | $968 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,472,641 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,472,641 | TotalRevenueColumnAmt |
| Exclusion | $4,472,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $8,856,206 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,955,235 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,900,971 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,900,971 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| DIGITAL ADVERTISING | 541800 | $2,594,222 | $2,594,222 |
| ADVERTISING | 541800 | $2,533,126 | $2,533,126 |
| MAILING LISTS AND RENTALS | 900099 | $73,876 | $73,876 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,391 | TotalRevenueColumnAmt |
| Exclusion | $72,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,273,615 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,337,851 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $158,525,132 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,201,224 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,560,226 | 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 | $3,539,699 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,615 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,473 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,930 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,257,746 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,708,597 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,100,378 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,337,617 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,946,669 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,649 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,011 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,994 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,578,311 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,583,300 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,636,418 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,301 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,493 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303,108 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,398,430 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,104,559 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,220,836 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,805 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CERTIFICATION ADMINISTR | $18,002,153 |
| MARKET RESEARCH | $1,221,167 |
| OTHER | $828,981 |
| PURCHASED ONLINE CONTEN | $651,665 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,191 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,247,096 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,260,513 | BOYAmt |
| EOY | $13,291,242 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,766 | BOYAmt |
| EOY | $593,344 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,224,630 | BOYAmt |
| EOY | $5,846,855 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,131,958 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $949,145 | BOYAmt |
| EOY | $1,061,318 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,325,646 | BOYAmt |
| EOY | $2,951,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,626,727 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,445,758 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,591,360 | BOYAmt |
| EOY | $18,180,969 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,414,034 | BOYAmt |
| EOY | $314,939,979 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,105,825 | BOYAmt |
| EOY | $52,470,925 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,461,621 | BOYAmt |
| EOY | $2,501,410 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,143 | BOYAmt |
| EOY | $1,367,780 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,746,683 | BOYAmt |
| EOY | $414,337,290 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,783,738 | BOYAmt |
| EOY | $18,153,046 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,988,363 | BOYAmt |
| EOY | $37,051,059 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,800,729 | BOYAmt |
| EOY | $1,400,911 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,572,830 | BOYAmt |
| EOY | $56,605,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,173,853 | BOYAmt |
| EOY | $357,732,274 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,173,853 | BOYAmt |
| EOY | $357,732,274 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,746,683 | BOYAmt |
| EOY | $414,337,290 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $43,090,755 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,467,666 | NetUnrlzdGainsLossesInvstAmt |
| 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 B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $55,749,186 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $155,011 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $155,011 | NonDeductibleLbbyngPltclTotAmt |
| Carried Over | $0 | CarriedOverAmt |
| Taxable | $155,011 | TaxableAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,938,503 | BeginningYearBalanceAmt |
| Contributions | $144,539 | ContributionsAmt |
| Investment Earnings Or Losses | $96,324 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $59,745 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,119,621 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,853,500 | BeginningYearBalanceAmt |
| Contributions | $153,661 | ContributionsAmt |
| Investment Earnings Or Losses | $174,536 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $243,194 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,938,503 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,499,861 | BeginningYearBalanceAmt |
| Contributions | $380,430 | ContributionsAmt |
| Investment Earnings Or Losses | $127,798 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $154,589 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,853,500 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,417,666 | BeginningYearBalanceAmt |
| Contributions | $278,218 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,713 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $185,310 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,499,861 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,307,234 | BeginningYearBalanceAmt |
| Contributions | $277,760 | ContributionsAmt |
| Investment Earnings Or Losses | $85,577 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $252,905 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,417,666 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13850 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $792,689 | OtherCostOrOtherBasisAmt |
| Book Value | $792,689 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,928,185 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,463,881 | DepreciationAmt |
| Book Value | $2,464,304 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,776,039 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,734,228 | DepreciationAmt |
| Book Value | $2,041,811 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,804,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,709,055 | DepreciationAmt |
| Book Value | $2,095,281 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,325,478 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,538,594 | DepreciationAmt |
| Book Value | $10,786,884 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,180,969 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $4,148,525 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ISHARES CORE S&P ETF | $34,563,102 | F |
| PIMCO LOW DURATION | $13,759,298 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $52,470,925 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT LIABILITY | $1,388,854 |
| DEFERRED TAX LIABILITY | $12,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,400,911 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $188,057,198 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,467,666 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,251,681 | OtherRevenueAmt |
| Revenue Not Reported | $7,719,347 | RevenueNotReportedAmt |
| Revenue Subtotal | $180,337,851 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $180,337,851 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $144,896,414 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $7,649,318 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,649,318 | ExpensesNotReportedAmt |
| Expenses Subtotal | $137,247,096 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $137,247,096 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE GRANTS AND SCHOLARSHIPS TO ORGANIZATIONS AND INDIVIDUALS IN ORDER TO EXPAND EDUCATIONAL OPPORTUNITIES FOR FUTURE PROJECT MANAGERS, PREPARE STUDENTS FOR SUCCESS BY USING PROJECTS TO TEACH THEM CRITICAL APPLIED SKILLS, AND SUPPORT DISASTER RELIEF AND DEVELOPMENT. |
| PART X, LINE 2: | INCOME TAXES - THE INSTITUTE IS EXEMPT FROM U.S. FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE INSTITUTE IS ALSO 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. FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, THERE WAS NO NET INCOME AND NO UNRELATED BUSINESS INCOME TAX DUE. THE FEDERAL INCOME TAX RETURNS OF THE INSTITUTE FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE FEDERAL, STATE AND LOCAL TAXING JURISDICTIONS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE INSTITUTE HAS A 99.9% INTEREST IN A FOREIGN FOR-PROFIT SUBSIDIARY, PMI ORGANIZATION CENTRE PRIVATE LTD, MUMBAI, INDIA. IN ADDITION, THE INSTITUTE HAS A WHOLLY-OWNED FOREIGN ENTERPRISE, PMI PROJECT MANAGEMENT TECHNOLOGY CO., LTD, BEIJING, CHINA; PROJECT MANAGEMENT INSTITUTE AUSTRALASIA PTY LTD A PROPRIETARY LIMITED COMPANY IN SYDNEY, AUSTRALIA AND ITS WHOLLY-OWNED SUBSIDIARY, PROJECT MANAGEMENT INSTITUTE KHALEEJI FZ-LLC, A LIMITED LIABILITY COMPANY IN DUBAI, UAE; PMI MANAGEMENT SINGAPORE PTY LTD, A PRIVATE LIMITED COMPANY IN SINGAPORE; AND PMI MANAGEMENT EUROPE, A PRIVATE LIMITED COMPANY IN BRUSSELS, BELGIUM. THE INSTITUTE HAS ELECTED TO TREAT THE FOREIGN SUBSIDIARIES AS PASS-THROUGH ENTITIES FOR US INCOME TAX PURPOSES. THE EARNINGS FROM THE INVESTMENTS IN THE SUBSIDIARIES ARE INCLUDED IN TAXABLE INCOME IN A MANNER CONSISTENT WITH THE FINANCIAL REPORTING RESULTS. THE MAJORITY OF THE EARNINGS OF THE SUBSIDIARIES ARE DERIVED THROUGH A COST PLUS FEE ARRANGEMENT WITH THE INSTITUTE. THE TERMS OF THE FEE ARRANGEMENTS WERE ESTABLISHED BY TWO INDEPENDENT TRANSFER PRICING STUDIES. ALL OF THE EARNINGS ARE WHOLLY RELATED TO THE TAX EXEMPT PURPOSE OF THE INSTITUTE AND ARE, THEREFORE, NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX IN THE UNITED STATES. THE INSTITUTE HAS 100% INTEREST IN A FOREIGN FOR-PROFIT SUBSIDIARY, PMI EUROPE LIMITED ("PEL"), LONDON, UNITED KINGDOM. PEL HAS OWNERSHIP OF SUBSIDIARIES IN LONDON, UNITED KINGDOM AND SYDNEY, AUSTRALIA. PEL IS TREATED AS A CONTROLLED FOREIGN CORPORATION FOR UNITED STATES INCOME TAX PURPOSES. THE EARNINGS FROM THE INVESTMENT IN THIS SUBSIDIARY ARE DERIVED FROM BENCHMARKING AND ASSESSMENT CONSULTING SERVICES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 284,295. COST OF GOODS SOLD 3,955,235. INCOME FROM CONSOLIDATED AFFILIATE 2,012,151. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 284,295. COST OF GOODS SOLD 3,955,235. EXPENSES FROM CONSOLIDATED AFFILIATE 3,409,788. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (33 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH ASIA | 3 | 12 | PROGRAM SERVICES | TO CARRY ON THE BUSINESS IN INDIA AND ABROAD OF PROMOTING PROJECT MANAGEMENT AND ACT AS A LIAISON BETWEEN THE MEMBERS AND CHAPTERS IN INDIA AND PROJECT MANAGEMENT INSTITUTE, INC., (PMI), AND CARRY OUT MARKETING, PROMOTIONAL AND SALES SUPPORT SERVICES FOR THE PRODUCTS AND SERVICES PROVIDED BY PMI TO ARRANGE, ESTABLISH, ENCOURAGE, PROMOTE, MANAGE AND ORGANIZE MARKETING OPERATIONS AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. | $2,306,902 |
| EAST ASIA AND THE PACIFIC | 4 | 19 | PROGRAM SERVICES | TO CARRY ON THE BUSINESS IN AUSTRALIA, CHINA, AND SINGAPORE AND ABROAD OF PROMOTING PROJECT MANAGEMENT AND ACT AS A LIAISON BETWEEN THE MEMBERS AND CHAPTERS AND PROJECT MANAGEMENT INSTITUTE, INC., (PMI), AND CARRY OUT MARKETING, PROMOTIONAL AND SALES SUPPORT SERVICES FOR THE PRODUCTS AND SERVICES PROVIDED BY PMI TO ARRANGE, ESTABLISH, ENCOURAGE, PROMOTE, MANAGE AND ORGANIZE MARKETING OPERATIONS AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. | $2,935,673 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 2 | PROGRAM SERVICES | TO CARRY ON THE BUSINESS IN THE UNITED ARAB EMIRATES AND ABROAD OF PROMOTING PROJECT MANAGEMENT AND ACT AS A LIAISON BETWEEN THE MEMBERS AND CHAPTERS IN UNITED ARAB EMIRATES AND PROJECT MANAGEMENT INSTITUTE, INC., (PMI), AND TO PROMOTE AND SUPPORT THE PROJECT MANAGEMENT PROFESSION IN THE UAE BY PROVIDING EDUCATION AND TRAINING AND TO FOSTER CHAPTER DEVELOPMENT ACTIVITIES IN THE REGION. | $217,897 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | PMI HELD ITS GLOBAL CONGRESS EMEA AND EMEA LEADERSHIP INSTITUTE MEETING IN DUBAI, UNITED ARAB EMIRATES IN MAY 2014. THE GLOBAL CONGRESS WAS A PROFESSIONAL DEVELOPMENT EVENT THAT PROVIDED A OPPORTUNITY FOR HUNDREDS OF PROFESSIONALS ACROSS ALL INDUSTRIES TO EXCHANGE IDEAS ON TODAY'S PROJECT CHALLENGES AND EMERGING TRENDS. THE LEADERSHIP INSTITUTE MEETING PROVIDED AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SKILL ENHANCEMENT. | $1,530,226 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | PMI HELD ITS LATIN AMERICA LEADERSHIP INSTITUTE MEETING IN RIO DE JANEIRO, BRAZIL IN MARCH 2014. THE LEADERSHIP INSTITUTE MEETING PROVIDED AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SKILL ENHANCEMENT. | $252,107 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | MCI IS PMI'S THIRD PARTY REPRESENTATIVE IN BRUSSELS, BELGIUM CONTRACTED TO CARRY ON THE BUSINESS IN EUROPE OF PROMOTING THE PROJECT MANAGEMENT PROFESSION AND ACT AS A LIAISON BETWEEN THE MEMBERS AND CHAPTERS IN EUROPE AND PROJECT MANAGEMENT INSTITUTE, INC. (PMI). MCI ALSO PROVIDES MARKETING, PROMOTIONAL AND SUPPORT SERVICES FOR PMI PRODUCTS AND SERVICES AND CONDUCTS OUTREACH TO ACADEMIC INSTITUTIONS TO PROMOTE THE PROJECT MANAGEMENT PROFESSION. | $1,355,207 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | MCI IS A THIRD PARTY REPRESENTATIVE IN SINGAPORE CONTRACTED BY PMI TO CARRY ON THE BUSINESS OF PROMOTING THE PROJECT MANAGEMENT PROFESSION AND ACT AS A LIAISON BETWEEN THE MEMBERS AND CHAPTERS IN SINGAPORE AND PROJECT MANAGEMENT INSTITUTE, INC. (PMI). MCI ALSO PROVIDES MARKETING, PROMOTIONAL AND SUPPORT SERVICES FOR PMI PRODUCTS AND SERVICES AND CONDUCTS OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. | $1,363,144 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | MCI IS A THIRD PARTY REPRESENTATIVE IN LATIN AMERICA CONTRACTED BY PMI TO CARRY ON THE BUSINESS OF PROMOTING THE PROJECT MANAGEMENT PROFESSION AND ACT AS A LIAISON BETWEEN THE MEMBERS AND CHAPTERS IN LATIN AMERICA AND PROJECT MANAGEMENT INSTITUTE, INC. (PMI). MCI ALSO PROVIDES MARKETING, PROMOTIONAL AND SUPPORT SERVICES FOR PMI PRODUCTS AND SERVICES AND CONDUCTS OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. | $572,211 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | MCI IS A THIRD PARTY REPRESENTATIVE IN DUBAI, UNITED ARAB EMIRATES CONTRACTED BY PMI TO CARRY ON THE BUSINESS OF PROMOTING THE PROJECT MANAGEMENT PROFESSION AND ACT AS A LIAISON BETWEEN THE MEMBERS AND CHAPTERS IN THE MIDDLE EAST AND AFRICA AND PROJECT MANAGEMENT INSTITUTE, INC. (PMI). MCI ALSO PROVIDES MARKETING, PROMOTIONAL AND SUPPORT SERVICES FOR PMI PRODUCTS AND SERVICES AND CONDUCTS OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. | $450,378 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | INTEREL IS A CONSULTING FIRM BASED IN BRUSSELS, BELGIUM USED BY PMI TO CONDUCT OUTREACH AND ADVOCACY ACTIVITIES WITH EUROPEAN GOVERNMENT AND BUSINESS ORGANIZATIONS TO PROMOTE THE VALUE PROJECT MANAGEMENT AND BEST PRACTICES IN THE FIELD. | $1,643,381 |
| EUROPE | 1 | 1 | PROGRAM SERVICES | CST THE GATE LIMITED IS A CONSULTING FIRM IN EUROPE ASSISTING PMI TO CARRY OUT MARKETING AND PROMOTIONAL ACTIVITIES RELATED TO PMI AND THE PROJECT MANAGEMENT PROFESSION. | $781,010 |
| EUROPE | 1 | 1 | PROGRAM SERVICES | HUMAN SYSTEMS LIMITED IS A UK-BASED ASSESSMENT AND BENCHMARKING COMPANY ASSISTING PMI WITH A FOCUS ON PROVIDING THOUGHT LEADERSHIP, KNOWLEDGE, AND NETWORKING OPPORTUNITIES DESIGNED TO IMPROVE BUSINESS AND PRACTITIONER CAPABILITIES IN PROJECT, PROGRAM AND PORTFOLIO MANAGEMENT. | $100,000 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. | $176,209 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. | $5,428,182 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. | $2,559,680 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. | $603,798 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. | $66,670 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. | $734,062 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. | $603,301 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. | $710,131 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. | $334,376 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | PMI HELD AN ITEM WRITING MEETING IN JOHANNESBURG, SOUTH AFRICA IN FEBRUARY 2014, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. | $154,520 |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | PMI HELD AN ITEM WRITING MEETING IN SHANGHAI, CHINA IN JUNE 2014, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. | $176,739 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | PMI HELD AN ITEM WRITING MEETING IN LONDON, UNITED KINGDOM IN JULY 2014, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. | $88,684 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | PMI HELD A MEGA ITEM WRITING MEETING IN LIMA, PERU IN NOVEMBER 2014, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. | $174,246 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | PMI SUPPORTED REGIONAL CONGRESS EVENTS AND FORUMS THROUGHOUT LATIN AMERICA DURING 2014. THE REGIONAL CONGRESS EVENTS AND FORUMS ARE PROFESSIONAL DEVELOPMENT EVENTS THAT PROVIDE AN OPPORTUNITY FOR PROJECT MANAGEMENT PROFESSIONALS IN EACH COUNTRY/REGION TO EXCHANGE IDEAS ON TODAY'S PROJECT CHALLENGES AND EMERGING TRENDS. | $90,046 |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | PMI SUPPORTED REGIONAL CONGRESS EVENTS AND FORUMS THROUGHOUT THE ASIA PACIFIC REGION DURING 2014. THE REGIONAL CONGRESS EVENTS AND FORUMS ARE PROFESSIONAL DEVELOPMENT EVENTS THAT PROVIDE AN OPPORTUNITY FOR PROJECT MANAGEMENT PROFESSIONALS IN EACH COUNTRY/REGION TO EXCHANGE IDEAS ON TODAY'S PROJECT CHALLENGES AND EMERGING TRENDS. | $104,746 |
| SOUTH AMERICA | 1 | 1 | PROGRAM SERVICES | JULIANO FERRAZ REIS IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO MAINTAIN CONTENT IN PMI'S LOCAL WEB PORTAL AND SUPPORT REGIONAL RELATIONSHIP MANAGEMENT FOR THE PURPOSE OF GROWING & MAINTAINING PMI'S MEMBERSHIP, CREDENTIAL HOLDER & CHAPTER BASE IN BRAZIL. | $137,514 |
| NORTH AMERICA | 1 | 1 | PROGRAM SERVICES | APCO WORLDWIDE IS A CONSULTING FIRM IN CANADA ASSISTING PMI TO CARRY OUT MARKETING AND PROMOTIONAL SERVICES FOR PMI PRODUCTS AND SERVICES AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. | $644,300 |
| EAST ASIA & THE PACIFIC | 1 | 1 | PROGRAM SERVICES | GOVERNMENT RELATIONS AUSTRALIA IS A CONSULTING FIRM IN AUSTRALIA ASSISTING PMI TO CARRY OUT MARKETING AND PROMOTIONAL SERVICES FOR PMI PRODUCTS AND SERVICES AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. | $231,899 |
| EUROPE | 1 | 1 | PROGRAM SERVICES | PMI HELD A GLOBAL EXECUTIVE COUNCIL MEETING IN MADRID, SPAIN IN SEPTEMBER 2014, DURING WHICH MEMBERS OF THE INSTITUTE'S ELITE COMMUNITY OF INDUSTRY AND GOVERNMENT PROJECT MANAGEMENT DIRECTORS AND THOUGHT LEADERS WHO INFLUENCE AND ADVANCE THE PROJECT AND PROGRAM MANAGEMENT PROFESSIONS EXCHANGE IDEAS ON TODAY'S PROJECT CHALLENGES AND EMERGING TRENDS. | $388,760 |
| EUROPE | 1 | 1 | PROGRAM SERVICES | PMI OFFERED GLOBAL SEMINARSWORLD IN BRUSSELS, BELGIUM; PRAGUE, CZECH REPUBLIC; AND LONDON, UNITED KINGDOM DURING 2014. SEMINARSWORLD ARE PROFESSIONAL DEVELOPMENT OPPORTUNITIES THAT ALLOW PMI'S MEMBERS AND CERTIFICATE HOLDERS TO DEEPEN THEIR KNOWLEDGE ON SPECIFIC PROJECT MANAGEMENT TOPICS VIA FACE-TO-FACE SEMINARS WHERE SKILLED SEMINAR LEADERS BRING THE VALUE OF THEIR REAL-WORLD PROJECT EXPERIENCES. | $248,343 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 1 | PROGRAM SERVICES | PMI OFFERED GLOBAL SEMINARSWORLD IN DUBAI, UNITED ARAB EMIRATES IN MAY 2014. SEMINARSWORLD ARE PROFESSIONAL DEVELOPMENT OPPORTUNITIES THAT ALLOW PMI'S MEMBERS AND CERTIFICATE HOLDERS TO DEEPEN THEIR KNOWLEDGE ON SPECIFIC PROJECT MANAGEMENT TOPICS VIA FACE-TO-FACE SEMINARS WHERE SKILLED SEMINAR LEADERS BRING THE VALUE OF THEIR REAL-WORLD PROJECT EXPERIENCES. | $118,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 8 | SubtotalOfficesCnt |
| Subtotal Employees | 33 | SubtotalEmployeesCnt |
| Continutation Total Office | 8 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 8 | ContinutationTotalEmployeeCnt |
| Total Office | 16 | TotalOfficeCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Subtotal Spent | $10,533,367 | SubtotalSpentAmt |
| Continuation Spent | $16,749,764 | ContinuationSpentAmt |
| Total Spent | $27,283,131 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (10 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | RESEARCH GRANT | $16,666 | CHECK | N/A | N/A |
| EAST ASIA & THE PACIFIC | RESEARCH GRANT | $16,667 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | $16,667 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | $8,836 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | $33,334 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | $16,666 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | $16,667 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | $16,666 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | $16,666 | CHECK | N/A | N/A |
| NORTH AMERICA | RESEARCH GRANT | $16,666 | CHECK | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. | CENTRAL AMERICA AND THE CARIBBEAN | 6 | $11,556 | CHECK | N/A | N/A |
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING, THE REGIONAL MENTOR PROGRAM AND ACT AS REGIONAL MEETING SUPPORT. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. THE PMI REGIONAL MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. REGIONAL MEETING SUPPORT PROVIDES FINANCIAL SUPPORT TO PMI CHAPTERS TO CONDUCT REGIONAL MEETINGS THAT EXPAND GLOBAL KNOWLEDGE SHARING AT THE LOCAL LEVEL THROUGH LEADERSHIP INSTITUTE INVOLVEMENT WHILE MAINTAINING THE INDIVIDUALITY OF THE REGION. | EAST ASIA AND THE PACIFIC | 36 | $44,144 | CHECK | N/A | N/A |
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING, THE REGIONAL MENTOR PROGRAM AND ACT AS REGIONAL MEETING SUPPORT. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. THE PMI REGIONAL MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. REGIONAL MEETING SUPPORT PROVIDES FINANCIAL SUPPORT TO PMI CHAPTERS TO CONDUCT REGIONAL MEETINGS THAT EXPAND GLOBAL KNOWLEDGE SHARING AT THE LOCAL LEVEL THROUGH LEADERSHIP INSTITUTE INVOLVEMENT WHILE MAINTAINING THE INDIVIDUALITY OF THE REGION. | EUROPE | 38 | $37,985 | CHECK | N/A | N/A |
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. | MIDDLE EAST & NORTH AFRICA | 6 | $14,992 | CHECK | N/A | N/A |
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING, THE REGIONAL MENTOR PROGRAM AND ACT AS REGIONAL MEETING SUPPORT. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. THE PMI REGIONAL MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. REGIONAL MEETING SUPPORT PROVIDES FINANCIAL SUPPORT TO PMI CHAPTERS TO CONDUCT REGIONAL MEETINGS THAT EXPAND GLOBAL KNOWLEDGE SHARING AT THE LOCAL LEVEL THROUGH LEADERSHIP INSTITUTE INVOLVEMENT WHILE MAINTAINING THE INDIVIDUALITY OF THE REGION. | RUSSIA & THE NEWLY INDEPENDENT STATES | 5 | $6,833 | CHECK | N/A | N/A |
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING, THE REGIONAL MENTOR PROGRAM AND ACT AS REGIONAL MEETING SUPPORT. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. THE PMI REGIONAL MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. REGIONAL MEETING SUPPORT PROVIDES FINANCIAL SUPPORT TO PMI CHAPTERS TO CONDUCT REGIONAL MEETINGS THAT EXPAND GLOBAL KNOWLEDGE SHARING AT THE LOCAL LEVEL THROUGH LEADERSHIP INSTITUTE INVOLVEMENT WHILE MAINTAINING THE INDIVIDUALITY OF THE REGION. | SUB-SAHARAN AFRICA | 8 | $10,563 | CHECK | N/A | N/A |
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. | NORTH AMERICA | 2 | $3,659 | CHECK | N/A | N/A |
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. | SOUTH AMERICA | 12 | $23,617 | CHECK | N/A | N/A |
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING, THE REGIONAL MENTOR PROGRAM AND ACT AS REGIONAL MEETING SUPPORT. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. THE PMI REGIONAL MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. REGIONAL MEETING SUPPORT PROVIDES FINANCIAL SUPPORT TO PMI CHAPTERS TO CONDUCT REGIONAL MEETINGS THAT EXPAND GLOBAL KNOWLEDGE SHARING AT THE LOCAL LEVEL THROUGH LEADERSHIP INSTITUTE INVOLVEMENT WHILE MAINTAINING THE INDIVIDUALITY OF THE REGION. | SOUTH ASIA | 22 | $31,324 | CHECK | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PMI HAS 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 PROJECT REPORTS TO THEIR ASSIGNED LIAISON AND TO THE PMI ACADEMIC RESOURCES TEAM. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| PMI EDUCATIONAL FOUNDATION | ||||||||||
| 14 CAMPUS BOULEVARD | NEWTOWN SQUARE | PA | 19073 | 232630701 | 501(C)(3) | $3,228,703 | $243,085 | FMV | IN-KIND CONTRIBUTIONS - FACILITIES | TO PROMOTE PROJECT MANAGEMENT PRINCIPLES GLOBALLY TO COMMUNITIES INCLUDING STUDENTS, NON-PROFIT ORGANIZATIONS AND SOCIETY AT LARGE. |
| STEVENS INSTITUTE OF TECHNOLOGY | ||||||||||
| CASTLE POINT ON HUDSON | HOBOKEN | NJ | 07030 | 221487354 | 501(C)(3) | $16,667 | N/A | N/A | GLOBAL RESEARCH GRANT | |
| MASSACHUSETTS MARITIME ACADEMY | ||||||||||
| 101 ACADEMY DRIVE | BUZZARDS BAY | MA | 02532 | 046002284 | 501(C)(3) | $12,700 | N/A | N/A | GLOBAL RESEARCH GRANT | |
| LOYOLA MARYMOUNT | ||||||||||
| ONE LMU DRIVE/VDA SUITE 250 | LOS ANGELES | CA | 90045 | 951643334 | 501(C)(3) | $7,500 | N/A | N/A | GLOBAL RESEARCH GRANT | |
| PORTLAND STATE UNIVERSITY | ||||||||||
| PO BOX 751 | PORTLAND | OR | 97207 | 936001786 | 501(C)(3) | $15,725 | N/A | N/A | GLOBAL RESEARCH GRANT | |
| UNIVERSITY OF HOUSTON - CLEAR LAKE | ||||||||||
| 2700 BAY AREA BLVD | HOUSTON | TX | 77058 | 746001399 | 501(C)(3) | $8,495 | N/A | N/A | GLOBAL RESEARCH GRANT | |
| OTHER (UNDER 5000) | ||||||||||
| $6,824 | N/A | N/A | GLOBAL RESEARCH GRANT | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. | 46 | $74,501 | N/A | N/A |
| EDUCATIONAL - PROVIDE FINANCIAL SUPPORT TO PMI CHAPTERS TO CONDUCT REGIONAL MEETINGS THAT EXPAND GLOBAL KNOWLEDGE SHARING AT THE LOCAL LEVEL THROUGH LEADERSHIP INSTITUTE INVOLVEMENT WHILE MAINTAINING THE INDIVIDUALITY OF THE REGION. | 41 | $47,114 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PMI HAS 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 PROJECT REPORTS TO THEIR ASSIGNED LIAISON AND TO THE PMI ACADEMIC RESOURCES TEAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK LANGLEY | ||||||||||||||
| PRESIDENT AND CEO | $581,815 | $0 | $157,380 | $0 | $29,975 | $0 | $276,413 | $0 | $39,347 | $0 | $1,084,930 | $0 | $0 | $0 |
| DAVID GARRETT | ||||||||||||||
| DIRECTOR DIGITAL PRESENCE | $167,147 | $0 | $104,650 | $0 | $540 | $0 | $0 | $0 | $32,583 | $0 | $304,920 | $0 | $0 | $0 |
| JOHN DOYLE | ||||||||||||||
| VP FINANCE & ADMINISTRATION | $218,786 | $0 | $41,200 | $0 | $4,868 | $0 | $0 | $0 | $38,779 | $0 | $303,633 | $0 | $0 | $0 |
| WILLIAM SCARBOROUGH | ||||||||||||||
| VP LEGAL | $218,010 | $0 | $41,245 | $0 | $4,769 | $0 | $0 | $0 | $39,389 | $0 | $303,413 | $0 | $0 | $0 |
| CRAIG KILLOUGH | ||||||||||||||
| VP ORGANIZATION MARKETS | $216,009 | $0 | $40,866 | $0 | $3,655 | $0 | $0 | $0 | $35,097 | $0 | $295,627 | $0 | $0 | $0 |
| BRIAN WEISS | ||||||||||||||
| VP PRACTITIONER MARKETS | $216,009 | $0 | $40,866 | $0 | $459 | $0 | $0 | $0 | $35,656 | $0 | $292,990 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | LISTED PERSONS WHO INCUR TRAVEL EXPENSES ARE RESPONSIBLE FOR COMPLYING WITH THE TRAVEL POLICY. ALL INDIVIDUALS SUBMITTING EXPENSES NOT IN COMPLIANCE WITH THIS POLICY RISK DELAY IN PAYMENT AND/OR PARTIAL OR FORFEITED REIMBURSEMENT. REGIONAL AIR TRAVEL WILL BE IN COACH CLASS. INTERNATIONAL AIR TRAVEL THAT IS GREATER THAN 8 HOURS TO THE DESTINATION (NOT CALCULATING LAYOVERS INTO THIS NUMBER, BUT POINT TO POINT TRAVEL), WILL BE IN BUSINESS CLASS. FOR INTERNATIONAL TRAVEL UNDER 8 HOURS, PMI WILL ABSORB THE DIFFERENCE BETWEEN THE LOWEST APPLICABLE FARE AND THE NEXT FARE NEEDED TO UPGRADE TO A HIGHER CLASS OF SERVICE IF THE AMOUNT IS NOMINAL. SHOULD A TRAVELER DESIRE FIRST CLASS, ANY ADDITIONAL EXPENSES FROM THIS TYPE OF REQUEST WILL BE PAID BY THE TRAVELER AND MUST BE PAID TO PMI AT THE TIME OF CONFIRMATION. A LIST OF ATTENDEES AUTHORIZED TO TRAVEL ON PMI-RELATED BUSINESS MUST BE GIVEN TO PMI'S IN-HOUSE TRAVEL CONSULTANT IN ADVANCE BY THE MEETING HOST. TRAVEL FOR COMPANIONS: THE PRESIDENT AND CEO'S EMPLOYMENT AGREEMENT INCLUDES REIMBURSEMENT FOR SPOUSAL TRAVEL. THESE BENEFITS ARE INCLUDED AS COMPENSATION AND REPORTED BY THE ORGANIZATION ON FORM W2. 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. |
| PART I, LINE 4B | MARK LANGLEY, PRESIDENT & CEO - $276,413 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | 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 MEMBERS 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 COMPONENT BYLAWS. 4. MEMBER - ASSOCIATE. ANY PERSON WHO JOINS THE INSTITUTE TO ACCESS LIMITED PRIVILEGES PURSUANT TO POLICIES DULY ADOPTED BY THE PMI BOARD OF DIRECTORS. MEMBER - ASSOCIATE 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 ORGANIZATIONS BYLAWS, CERTAIN CHANGES TO THE BYLAWS REQUIRE MEMBERSHIP APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 IS PREPARED BY PMI'S INDEPENDENT AUDIT FIRM BASED ON DATA PROVIDED BY PMI'S ACCOUNTING DEPARTMENT. THAT DRAFT IS FIRST REVIEWED BY PMI'S FINANCE AND LEGAL STAFF. THE FOLLOWING DRAFT IS PRESENTED FOR REVIEW TO PMI'S PRESIDENT AND CHIEF EXECUTIVE OFFICER AND THEN TO THE BOARD'S AUDIT AND PERFORMANCE OVERSIGHT 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 FOR REVIEW PRIOR TO FILING. THE PROCESS INCLUDES THE OPPORTUNITY FOR MEMBERS OF THE BODY OF THE BOARD OF DIRECTORS TO SUBMIT QUESTIONS/COMMENTS ELECTRONICALLY. |
| FORM 990, PART VI, SECTION B, LINE 12C | PMI MEMBERS AND NON-MEMBERS WORKING ON PMI VOLUNTEER GROUPS ARE BOUND BY THIS POLICY, INCLUDING BUT NOT LIMITED TO: MEMBERS OF THE PMI BOARD, BOARD SUPPORTING COMMITTEES, TASK FORCES AND OTHER GROUPS CHARTERED BY THE PMI BOARD (AS DEFINED IN THE RULES OF THE BOARD), MEMBER ADVISORY GROUPS (MAG), PROJECT ACTION TEAMS (PATS), AWARDS COMMITTEES, EDITORIAL BOARDS, STANDARDS PROGRAM PROJECT TEAMS, CERTIFICATION DEPARTMENT ITEM WRITING SESSIONS, RESEARCH GROUPS AND OPEN WORKING SESSIONS. KEY EMPLOYEES AND OTHER STAFF OF THE INSTITUTE ARE ALSO COVERED UNDER THE POLICY. WHILE STAFF MEMBERS, OTHER THAN KEY EMPLOYEES DEFINED IN THIS POLICY, ARE NOT REQUIRED TO SIGN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES, THEY ARE SUBJECT TO THE OTHER REQUIREMENTS OF THIS POLICY AS WELL AS THE STAFF CODE OF CONDUCT. PARTICIPATION ON A PMI VOLUNTEER GROUP CONSTITUTES ACCEPTANCE OF THE TERMS OF THIS POLICY AND ITS REQUIREMENTS. UNLESS OTHERWISE SPECIFIED, AT LEAST ONCE A YEAR OR AT THE BEGINNING OF PARTICIPATION ON ANY PMI VOLUNTEER GROUP, PARTICIPATING INDIVIDUALS WILL COMPLETE THE PMI CONFLICT OF INTEREST QUESTIONNAIRE. INDIVIDUALS JOINING A SECOND, AND EACH SUBSEQUENT, GROUP WILL NOT NEED TO FILL OUT ANOTHER QUESTIONNAIRE IF THE PRIOR ONE IS STILL CURRENT AND PARTICIPATION IN AN ADDITIONAL PMI VOLUNTEER GROUP DOES NOT REQUIRE THE DISCLOSURE OF ADDITIONAL INFORMATION. HOWEVER, THE INDIVIDUAL WILL INSTEAD COMPLETE THE INFORMATION RELEASE PORTION OF THE QUESTIONNAIRE. THE INFORMATION RELEASE PORTION OF THE FORM PROVIDES SUBSEQUENT SPONSORS THE NAME OF THE GROUP THE INDIVIDUAL WAS PARTICIPATING ON WHEN THEY FILLED OUT THEIR QUESTIONNAIRE AND WILL ALLOW THE GROUP LEADER TO ACCESS THE QUESTIONNAIRE FROM THE LEGAL DEPARTMENTS FILES. 1. AUTHORITY: THE PMI CODE OF ETHICS AND PROFESSIONAL CONDUCT REQUIRES THAT INDIVIDUALS WILL ABIDE BY THE BYLAWS, POLICIES, RULES, REQUIREMENTS, AND PROCEDURES OF PMI, AND WILL NOT KNOWINGLY ENGAGE OR ASSIST IN ACTIVITIES INTENDED TO COMPROMISE THE INTEGRITY, REPUTATION, PROPERTY, AND/OR LEGAL RIGHTS OF THE INSTITUTE. 2. DISCLOSURE: INDIVIDUALS ACCOUNTABLE UNDER THIS POLICY 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. 3. PMI CONFLICT OF INTEREST QUESTIONNAIRE. ALL VOLUNTEERS PARTICIPATING IN A PMI VOLUNTEER GROUP AND ALL SENIOR STAFF, INCLUDING KEY EMPLOYEES, MUST FILL OUT THE QUESTIONNAIRE ANNUALLY. THIS IS TO ENSURE THAT NO CONFLICTS OF INTERESTS THAT HAVE ARISEN AFTER THE PERSONS INITIAL INVOLVEMENT ARE DISCLOSED. 4. DISCLOSURE REVIEW: THE CONFLICT OF INTEREST QUESTIONNAIRE, TO BE COMPLETED BY THE INDIVIDUAL PARTICIPATING ON A PMI VOLUNTEER GROUP, WILL BE 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 GROUP, OR IN THE CASE OF A BOARD SPONSORED GROUP, TO THE PMI GENERAL COUNSEL. THE PMI GENERAL COUNSEL WILL REVIEW THE CONFLICT OF INTEREST QUESTIONNAIRES OF ALL PMI BOARD MEMBERS AND MEMBERS OF BOARD CHARTERED COMMITTEES AND BRING CONFLICTS OF INTEREST AND POSSIBLE CONFLICTS OF INTEREST TO THE ATTENTION OF THE PMI CHAIR AND CHIEF EXECUTIVE OFFICER FOR RESOLUTION. THE PMI GENERAL COUNSEL WILL REVIEW THE CONFLICT OF INTEREST QUESTIONNAIRES OF ALL KEY EMPLOYEES AND BRING CONFLICTS OF INTEREST AND POSSIBLE CONFLICTS OF INTEREST TO THE ATTENTION OF THE PMI CHIEF EXECUTIVE OFFICER FOR RESOLUTION. THE CHIEF EXECUTIVE OFFICER WILL REVIEW THE QUESTIONNAIRE OF THE GENERAL COUNSEL. 5. POSSIBLE REMEDIES: REMEDIAL ACTION FOR DISCLOSED CONFLICTS OR POSSIBLE CONFLICTS OF INTEREST MAY INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: RECUSAL FROM ANY DECISION DEVELOPED BY THE GROUP. RECUSAL FROM THE PART OF THE PROCESS WHERE A CONFLICT EXISTS, SUCH AS NOT REVIEWING A COMPETITORS AWARD SUBMITTAL. REPLACEMENT ON THE GROUP. PARTICIPATION AS A SUBJECT MATTER EXPERT BUT NOT IN DISCUSSIONS OR DELIBERATIONS. 6. POLICY USAGE: CARE MUST BE USED TO AVOID OVERUSE OR MISUSE OF THIS POLICY. THE INSTITUTE REQUIRES INTEGRITY TO FUNCTION PROPERLY BUT OVER-USE OF THE REQUIREMENT TO COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE MAY DISCOURAGE PARTICIPATION BY OTHERWISE QUALIFIED VOLUNTEERS AND RESULT IN VOLUNTEERS PERCEIVING THEY ARE BEING HARASSED. 7. FORMS: ALL INDIVIDUAL PMI MEMBERS, NON-MEMBERS, AND STAFF MEMBERS PARTICIPATING IN PMI VOLUNTEER GROUPS WILL COMPLETE AND SIGN THE PMI CONFLICT OF INTEREST QUESTIONNAIRE. THE BOARD OF DIRECTORS, CHIEF EXECUTIVE OFFICER, AND VICE PRESIDENTS (FOR PROGRAMS THEY ARE RESPONSIBLE FOR), OTHER GROUP LEADERS OF PMI VOLUNTEER GROUPS ARE AUTHORIZED TO USE THE ATTACHED FORM FOR GROUPS THEY SPONSOR. IT IS ANTICIPATED THAT THE STANDARD FORM ATTACHED WILL APPLY IN MOST CASES, HOWEVER, IF A LEADER BELIEVES THAT MODIFICATION WOULD SERVE THE INTERESTS OF PMI TO MAKE THEIR GROUP MORE PRODUCTIVE THE FORM MAY BE TAILORED WITH THE EXPLICIT CONCURRENCE OF THE PMI GENERAL COUNSEL OR THE DESIGNATED REPRESENTATIVE FROM THE PMI LEGAL DEPARTMENT. 8. RETENTION OF CONFLICT OF INTEREST FORMS: THE PMI OPERATING DEPARTMENT WHICH SPONSORS, SUPPORTS OR MANAGES A PMI VOLUNTEER GROUP, AFTER COMPLETING THEIR REVIEW OF THE SUBMITTED QUESTIONNAIRES, WILL FORWARD THE QUESTIONNAIRES TO THE PMI LEGAL DEPARTMENT FOR RETENTION IN ACCORDANCE WITH PMI'S RECORDS MANAGEMENT POLICY. THE LEGAL DEPARTMENT WILL RETAIN THE QUESTIONNAIRES DURING THE LIFE OF THE GROUP AND THE QUESTIONNAIRES WILL BE ARCHIVED WHEN THE GROUP IS DISBANDED. 9. VIOLATIONS: APPARENT VIOLATIONS OF THIS POLICY, INCLUDING BUT NOT LIMITED TO THE FAILURE TO MAKE ADEQUATE AND FULL DISCLOSURE, WILL BE FORWARDED TO THE APPROPRIATE INDIVIDUAL AS DESCRIBED IN PMI'S POLICY ON COMPLAINT, DISPUTE, AND GRIEVANCE RESOLUTION AND MAY BE FURTHER REFERRED TO THE ETHICS REVIEW COMMITTEE UNDER PMI'S MEMBER ETHICS CASE PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | PMI UTILIZES BROAD PAY RANGES THAT ENCOURAGE GROWTH AND DEVELOPMENT WITHIN POSITIONS OVER TIME. BROAD BANDS ARE REVIEWED ANNUALLY WITH MARKET INFORMATION AND MAY BE ADJUSTED IF WARRANTED WITHIN THE FINANCIAL CONDITION OF THE ORGANIZATION AND TO SUSTAIN COMPETITIVENESS. APPLICABLE MARKET DATA IS USED IN THE DETERMINATION OF BASE SALARIES, WITH ATTENTION TO MARKET SENSITIVE TECHNICAL COMPETENCIES AND PMI AS A WHOLE. COMPENSATION REVIEW IS PART OF THE ORGANIZATION PRACTICE TO REGULARLY ASSESS COMPENSATION PROGRAMS AND SYSTEMS. PMI ENGAGES THE ASSISTANCE OF EXTERNAL CONSULTING RESOURCES TO CONDUCT ASSESSMENTS OF COMPENSATION. COMPREHENSIVE STUDIES HAVE BEEN UNDERTAKEN EVERY TWO TO THREE YEARS WITH ANNUAL REVIEW OF BASE SALARY AND TOTAL CASH COMPENSATION FOR SELECT POSITIONS. THE CEO ACTIVELY REVIEWS COMPENSATION PHILOSOPHY, ASSESSES SALARY DATA ON AN ANNUAL BASIS, AND HAS CONDUCTED COMPREHENSIVE STUDIES OF COMPENSATION EVERY TWO TO THREE YEARS. THE ASSESSMENTS INCLUDE DIRECT AND INDIRECT COMPENSATION, AS WELL AS MARKET-BASED COMPARISONS TO COMPARABLE PROFESSIONAL SOCIETIES AND ORGANIZATIONS, BROAD NON-PROFIT INDUSTRY DATA AND OTHER SURVEY INFORMATION ALIGNED WITH THE NATURE OF THE POSITIONS. SIMILAR SIZE, SCOPE OPERATIONS, INTERNATIONAL ACTIVITIES AND/OR SIMILAR MEMBER PROGRAMS ARE INCLUDED ALONG WITH GEOGRAPHIC INFORMATION RELATED TO THE MARKET IN WHICH THE ORGANIZATION COMPETES FOR TALENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE POSTED ON THE WEBSITE (WWW.PMI.ORG) AND COPIES WILL BE PROVIDED ON 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 | GENERAL CONSULTING 5,236,688. TEMPORARY STAFF 1,325,750. REGIONAL SERVICE CENTER 3,954,191. CONTRACT LABOR 6,773,008. TRANSLATION SERVICES 770,732. EMPLOYEE SEARCH FEES 438,612. WEB MAINTENANCE 79,330. |
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 201 | SYDNEY | AS | NSW 2001 | 980607905 | CONDUCT PROJECT MANAGEMENT ADVOCACY PROGRAMS WITH REGIONAL ORGANIZATIONS | AS | $33,161 | $86,101 | PROJECT MANAGEMENT INSTITUTE | |
| PMI (BEIJING)PROJECT MANAGEMENT TECHNOLOGY CO LTD | ||||||||||
| RM 16054-1605A 16/F IDEAL INTERN | HAIDAN DISTRICT | CH | 100080 | 980609885 | REGIONAL MARKETING SUPPORT, CONDUCT PROJECT MANAGEMENT OUTREACH AND ADVOCACY | CH | $2,703,028 | $2,088,762 | PROJECT MANAGEMENT INSTITUTE | BEIJING |
| PROJECT MANAGEMENT INSTITUTE KHALEEJI FZ-LLC | ||||||||||
| EXECUTIVE OFFICE NO 4 GROUND FL | DUBAI | AE | 981162223 | REGIONAL CHAPTER DEVELOPMENT AND SUPPORT, TRAINING PROGRAMS | AE | $220,613 | $83,389 | PMI AUSTRALASIA PTY LIMITED | ||
| PMI MANAGEMENT SINGAPORE PTE LTD | ||||||||||
| LEVEL 39 10 MARINA BLVD MARINA BA | SN | 018983 | 981174043 | REGIONAL CHAPTER DEVELOPMENT AND SUPPORT | SN | $409,732 | $162,063 | PROJECT MANAGEMENT INSTITUTE | ||
| PMI MANAGEMENT EUROPE | ||||||||||
| TERVURENLAAN 300 1150 SINT-PIETERS | BRUSSELS | BE | 981219090 | REGIONAL CHAPTER DEVELOPMENT AND SUPPORT, OUTREACH TO ACADEMIA | BE | $0 | $133,140 | PROJECT MANAGEMENT INSTITUTE | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT MANAGEMENT INSTITUTE EDUCATION FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CAMPUS BOULEVARD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190733299 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232630701 | EIN |
| Primary Activities | EXPANDING EDUCATIONAL OPPORTUNITIES FOR FUTURE PROJECT MANAGERS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT MANAGEMENT INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMI ORGANIZATION CENTRE PVT LTD | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 REGUS BANDRA KURLA COMPLEX | AddressLine1Txt |
| City | MUMBAI | CityNm |
| Country | IN | CountryCd |
| Foreign Postal | 400051 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980566940 | EIN |
| Primary Activities | COORDINATING PROJECT MANAGEMENT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | IN | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT MANAGEMENT INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $202,846 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,681,837 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.99900 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 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 | |||||||||||
| 20-22 BEDFORD ROW | LONDON | UK | WC1R 4JS | HOLDING COMPANY | UK | PROJECT MANAGEMENT INSTITUTE | C | -$60,228 | $8,274,520 | 1.00000 | Yes (1) |
| HUMAN SYSTEMS ASIA PACIFIC PTY LIMITED | |||||||||||
| LEVEL 18 420 GEORGE STREET | SYDNEY | AS | NSW 2000 | BENCHMARK & ASSESSMENT | AS | PMI HOLDINGS PTY LIMITED | C | -$567,680 | $168,204 | 1.00000 | Yes (1) |
| HUMAN SYSTEMS EUROPE LIMITED | |||||||||||
| 80 TOTTENHAM COURT ROAD | LONDON | UK | W1T 4DU | BENCHMARK & ASSESSMENT | UK | PMI EUROPE LIMITED | C | $148,235 | $577,313 | 1.00000 | Yes (1) |
| HUMAN SYSTEMS INTERNATIONAL LIMITED | |||||||||||
| 80 TOTTENHAM COURT ROAD | LONDON | UK | W1T 4DU | BENCHMARK & ASSESSMENT | UK | HUMAN SYSTEMS EUROPE LIMITED | C | -$725,611 | $519,840 | 1.00000 | Yes (1) |
| HUMAN SYSTEMS LIMITED | |||||||||||
| 80 TOTTENHAM COURT ROAD | LONDON | UK | W1T 4DU | BENCHMARK & ASSESSMENT | UK | HUMAN SYSTEMS INTERNATIONAL LIMITED | C | $5,640 | $40,487 | 1.00000 | Yes (1) |
| PMI HOLDINGS PTY LIMITED | |||||||||||
| LEVEL 5 44 MARTIN PLACE | SYDNEY | AS | NSW 2000 | HOLDING COMPANY | AS | PMI EUROPE LIMITED | C | -$70,326 | $1,910,603 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION | ||
| B | $3,471,788 | CASH/NON-CASH(FMV) |
| PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION | ||
| Q | $1,088,532 | CASH |
| PMI ORGANIZATION CENTRE PVT LTD | ||
| R | $2,196,752 | CASH |
| PMI EUROPE LIMITED AND SUBSIDIARIES | ||
| D | $855,535 | CASH |
| PMI EUROPE LIMITED AND SUBSIDIARIES | ||
| A | $19,340 | SECTION 482 |