2015-08-13T07:11:11-05:00 2014-12-31 390758449 WIPFLI LLP 2 WEST BALTIMORE AVENUE SUITE 210 MEDIA PA 19063 990 2014-01-01 231887442 PROJECT MANAGEMENT INSTITUTE PROJ 6103564600 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 MARK A LANGLEY PRESIDENT & CEO 6103564600 2015-08-13 1 COLLEEN COOKE-VARALLO CPA P01461284 6105653930 2014 2016-02-25 16:41:14Z SAME AS ABOVE MARK A LANGLEY 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 359600717 0 3735 X WWW.PMI.ORG X 1969 PA 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. 15 15 418 8000 5201224 -508293 42692 51269 160083929 153624161 11452156 15304626 8974916 11357795 180553693 180337851 3274615 4022787 0 0 33584485 37489268 0 0 0 99291707 95735041 136150807 137247096 44402886 43090755 369746683 414337290 56572830 56605016 313173853 357732274 X 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. 0 0 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). 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. 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. 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. 0 1 0 1 0 0 0 0 1 1 1 0 0 1 1 0 1 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 154 0 1 418 1 1 1 1 IN CH BE AS AE UK SN 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X PROJECT MANAGEMENT INSTITUTE 6103564600 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 190733299 RICARDO TRIANA CHAIR 3.50 0.00 X X 0 0 0 STEVE DELGROSSO VICE CHAIR 3.50 0.00 X X 0 0 0 ZBIGNIEW TRACZYK SECRETARY/TREASURER 3.50 0.00 X X 0 0 0 ANTONIO NIETO-RODRIGUEZ CHAIR OF THE SDOC 3.50 0.00 X 0 0 0 DEANNA LANDERS IMMEDIATE PAST CHAIR 3.50 0.00 X 0 0 0 MARGARETH CARNIERO DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 MARK DICKSON DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 JANE FARLEY DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 TODD HUTCHISON DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 VICTORIA KUMAR DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 JON MIHALIC DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 PETER MONKHOUSE DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 DEENA GORDON PARLA DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 CHERYL JCJ WALKER WAITE DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 AL ZEITOUN DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 MARK LANGLEY PRESIDENT AND CEO 60.00 5.00 X 769170 0 315760 DAVID GARRETT DIRECTOR DIGITAL PRESENCE 50.00 0.00 X 272337 0 32583 JOHN DOYLE VP FINANCE & ADMINISTRATION 50.00 0.00 X 264854 0 38779 WILLIAM SCARBOROUGH VP LEGAL 50.00 0.00 X 264024 0 39389 CRAIG KILLOUGH VP ORGANIZATION MARKETS 50.00 0.00 X 260530 0 35097 BRIAN WEISS VP PRACTITIONER MARKETS 50.00 0.00 X 257334 0 35656 2088249 0 497264 61 0 1 0 PROMETRIC PO BOX 223608 PITTSBURGH PA 152512608 EXAM DELIVERY & PSYCHOMETRIC SERVICES 14431244 PBD INC 1650 BLUEGRASS LAKES PARKWAY ALPHARETTA GA 30004 BOOK FULFILLMENT SERVICES 1907338 INTEREL RUE DU LUXEMBOURG 22-24 BRUSSELS BE BE-1000 EMEA REGION GOVERNMENT & BUSINESS RELATI 1643381 GENESIS MICRO SOLUTIONS 1235 WESTLAKE DRIVE SUITE 220 BERWYN PA 19312 CONTRACT IT SERVICES 1495496 MISSION STAFF 123 SOUTH BROAD STREET SUITE 1810 PHILADELPHIA PA 19109 CONTRACT IT SERVICES 1488588 134 51269 51269 CERTIFICATION 611600 78616097 78616097 MEMBERSHIP DUES 541900 55749186 55749186 SEMINARS/SYMPOSIUM 611430 14034672 14034672 REP MEMBERSHIP FEES 900099 3827417 3827417 GLOBAL EXECUTIVE COUNCIL DUES 900099 1178839 1178839 217950 217950 153624161 10831985 10831985 1229467 1229467 238037 284295 -46258 -46258 -46258 179495009 968 175022368 968 4472641 0 4472641 4472641 8856206 3955235 4900971 4900971 DIGITAL ADVERTISING 541800 2594222 2594222 ADVERTISING 541800 2533126 2533126 MAILING LISTS AND RENTALS 900099 73876 73876 72391 72391 5273615 180337851 158525132 5201224 16560226 X 3539699 121615 361473 1084930 28257746 1708597 4100378 2337617 1946669 576649 155011 1112994 18578311 7583300 13636418 999301 1493 2303108 7398430 13104559 6220836 306805 CERTIFICATION ADMINISTR 18002153 MARKET RESEARCH 1221167 OTHER 828981 PURCHASED ONLINE CONTEN 651665 1107191 137247096 20260513 13291242 519766 593344 2224630 5846855 1131958 949145 1061318 2325646 2951510 33626727 15445758 16591360 18180969 238414034 314939979 84105825 52470925 3461621 2501410 894143 1367780 369746683 414337290 18783738 18153046 35988363 37051059 1800729 1400911 56572830 56605016 X 313173853 357732274 313173853 357732274 369746683 414337290 43090755 1467666 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 55749186 155011 155011 0 155011 1938503 144539 96324 59745 2119621 1853500 153661 174536 243194 1938503 1499861 380430 127798 154589 1853500 1417666 278218 -10713 185310 1499861 1307234 277760 85577 252905 1417666 0.00000 0.86150 0.13850 0 1 1 792689 792689 3928185 1463881 2464304 6776039 4734228 2041811 3804336 1709055 2095281 18325478 7538594 10786884 18180969 4148525 C ISHARES CORE S&P ETF 34563102 F PIMCO LOW DURATION 13759298 F 52470925 DEFERRED RENT LIABILITY 1388854 DEFERRED TAX LIABILITY 12057 1400911 X 188057198 1467666 6251681 7719347 180337851 0 180337851 144896414 7649318 7649318 137247096 0 137247096 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. 0 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. 2306902 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. 2935673 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. 217897 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. 1530226 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. 252107 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. 1355207 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. 1363144 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. 572211 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. 450378 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. 1643381 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. 781010 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. 100000 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. 176209 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. 5428182 EUROPE 0 0 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 2559680 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. 603798 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. 66670 NORTH AMERICA 0 0 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 734062 SOUTH AMERICA 0 0 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 603301 SOUTH ASIA 0 0 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 710131 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 334376 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. 154520 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. 176739 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. 88684 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. 174246 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. 90046 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. 104746 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. 137514 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. 644300 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. 231899 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. 388760 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. 248343 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. 118789 8 33 8 8 16 41 10533367 16749764 27283131 EAST ASIA & THE PACIFIC RESEARCH GRANT 16666 CHECK N/A N/A EAST ASIA & THE PACIFIC RESEARCH GRANT 16667 CHECK N/A N/A EUROPE RESEARCH GRANT 16667 CHECK N/A N/A EUROPE RESEARCH GRANT 8836 CHECK N/A N/A EUROPE RESEARCH GRANT 33334 CHECK N/A N/A EUROPE RESEARCH GRANT 16666 CHECK N/A N/A EUROPE RESEARCH GRANT 16667 CHECK N/A N/A EUROPE RESEARCH GRANT 16666 CHECK N/A N/A EUROPE RESEARCH GRANT 16666 CHECK N/A N/A NORTH AMERICA RESEARCH GRANT 16666 CHECK N/A N/A 10 0 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 11556 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 44144 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 37985 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 14992 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 6833 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 10563 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 3659 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 23617 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 31324 CHECK N/A N/A 1 0 1 0 1 1 PART I, LINE 2: 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. 1 PMI EDUCATIONAL FOUNDATION 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 232630701 501(C)(3) 3228703 243085 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) 16667 N/A N/A GLOBAL RESEARCH GRANT MASSACHUSETTS MARITIME ACADEMY 101 ACADEMY DRIVE BUZZARDS BAY MA 02532 046002284 501(C)(3) 12700 N/A N/A GLOBAL RESEARCH GRANT LOYOLA MARYMOUNT ONE LMU DRIVE/VDA SUITE 250 LOS ANGELES CA 90045 951643334 501(C)(3) 7500 N/A N/A GLOBAL RESEARCH GRANT PORTLAND STATE UNIVERSITY PO BOX 751 PORTLAND OR 97207 936001786 501(C)(3) 15725 N/A N/A GLOBAL RESEARCH GRANT UNIVERSITY OF HOUSTON - CLEAR LAKE 2700 BAY AREA BLVD HOUSTON TX 77058 746001399 501(C)(3) 8495 N/A N/A GLOBAL RESEARCH GRANT OTHER (UNDER 5000) 6824 N/A N/A GLOBAL RESEARCH GRANT 6 0 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 74501 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 47114 N/A N/A PART I, LINE 2: 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. X X X 1 1 X X X X X 0 1 0 MARK LANGLEY PRESIDENT AND CEO 581815 0 157380 0 29975 0 276413 0 39347 0 1084930 0 0 0 DAVID GARRETT DIRECTOR DIGITAL PRESENCE 167147 0 104650 0 540 0 0 0 32583 0 304920 0 0 0 JOHN DOYLE VP FINANCE & ADMINISTRATION 218786 0 41200 0 4868 0 0 0 38779 0 303633 0 0 0 WILLIAM SCARBOROUGH VP LEGAL 218010 0 41245 0 4769 0 0 0 39389 0 303413 0 0 0 CRAIG KILLOUGH VP ORGANIZATION MARKETS 216009 0 40866 0 3655 0 0 0 35097 0 295627 0 0 0 BRIAN WEISS VP PRACTITIONER MARKETS 216009 0 40866 0 459 0 0 0 35656 0 292990 0 0 0 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 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. 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