2014-09-10T11:32:33-05:00 2013-12-31 233063393 ELKO & ASSOCIATES LTD 2 WEST BALTIMORE AVENUE SUITE 210 MEDIA PA 19063 990 2013-01-01 231887442 PROJECT MANAGEMENT INSTITUTE PROJ 6103564600 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 MARK A LANGLEY PRESIDENT & CEO 6103564600 2014-09-04 1 COLLEEN COOKE-VARALLO CPA P01461284 6105653930 2014-09-04 2013 2015-11-30 17:44:51Z SAME AS ABOVE MARK A LANGLEY 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 257428422 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 15 388 8000 2511278 0 437523 42692 137754321 160083929 13910861 11452156 8694767 8974916 160797472 180553693 1856594 3274615 0 0 28655058 33584485 0 0 0 84910194 99291707 115421846 136150807 45375626 44402886 301459191 369746683 53864253 56572830 247594938 313173853 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. 1 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 LEADING PROJECT MANAGEMENT CERTIFICATION WITH OVER 594,000 CERTIFIED PMPS AROUND THE WORLD AS OF DECEMBER 2013. 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), AND BUSINESS ANALYSIS (PMI-PBA). PMI ALSO CERTIFIES NEWER MEMBERS OF THE 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 439,000 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 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. 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 439,000 MEMBERS IN 195 COUNTRIES AND TO 185 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. GANTTHEAD.COM, INC.: ON DECEMBER 31, 2013 PMI PURCHASED 100% OF THE OWNERSHIP INTERESTS OF GANTTHEAD.COM, INC. THROUGH THIS PURCHASE, PMI ACQUIRED TWO WEB-SITES AND WILL NOW DELIVER THE MOST COMPREHENSIVE ACCESS TO KNOWLEDGE RESOURCES, TOOLS, NETWORKS, AND BROADER PROSPECTIVES TO PROJECT, PROGRAM, AND PORTFOLIO MANAGERS WORLDWIDE. 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 140 0 1 388 1 1 1 1 IN CH BE AS AE UK 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 DEANNA LANDERS CHAIR 3.50 0.00 X X 0 0 0 RICARDO TRIANA VICE CHAIR 3.50 0.00 X X 0 0 0 ZBIGNIEW J TRACZYK SECRETARY/TREASURER 3.50 0.00 X X 0 0 0 STEVE DELGROSSO CHAIR OF THE SDOC 3.50 0.00 X 0 0 0 PETER MONKHOUSE IMMEDIATE PAST CHAIR 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 HERMAN GONZALEZ DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 JON MIHALIC DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 WILLIAM MOYLAN 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 BETH PARTLETON DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 ANTONIO NIETO-RODRIGUEZ DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 CHERYL WALKER WAITE DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 DIANE WHITE DIRECTOR AT LARGE 3.50 0.00 X 0 0 0 MARK LANGLEY PRESIDENT AND CEO 50.00 5.00 X 1329859 0 45903 WILLIAM SCARBOROUGH VP LEGAL 50.00 0.00 X 246999 0 39569 JOHN DOYLE VP FINANCE & ADMINISTRATION 50.00 0.00 X 246815 0 38032 DOROTHY MCKELVY VP HUMAN RESOURCES 50.00 0.00 X 225361 0 33419 BRIAN WEISS VP PRACTITIONER MARKETS 50.00 0.00 X 245314 0 30420 CRAIG KILLOUGH VP ORGANIZATION MARKETS 50.00 0.00 X 252574 0 34178 2546922 0 221521 75 0 1 0 PROMETRIC PO BOX 223608 PITTSBURGH PA 152512608 EXAM DELIVERY & PSYCHOMETRIC SERVICES 18433349 PBD INC 1650 BLUEGRASS LAKES PARKWAY ALPHARETTA GA 30004 BOOK FULFILLMENT SERVICES 2050368 THE GATE WORLDWIDE LLC 90 TOTTENHAM COURT ROAD LONDON UK W1T 4TJ GLOBAL ADVERTISING & MARKETING 1991403 GENESIS MICRO SOLUTIONS INC 1235 WESTLAKES DR BERWYN PA 19312 INFORMATION TECHNOLOGY 1632733 CENTERPLATE 900 CONVENTION CENTER BLVD NEW ORLEANS LA 70130 FOOD & BEVERAGE 1547389 139 42692 42692 CERTIFICATION 611600 90427302 90427302 MEMBERSHIP DUES 541900 57736096 57736096 SEMINARS/SYMPOSIUM 611430 11920531 11920531 160083929 8187654 8187654 843357 843357 687082 312468 374614 374614 374614 75322953 181 72058582 50 3264371 131 3264502 3264502 9749296 4503629 5245667 5245667 ADVERTISING 541800 2357708 2357708 MAILING LISTS AND RENTALS 900099 153570 153570 2511278 180553693 165329596 2511278 12670127 X 3022689 63136 188790 1375762 24940986 1487835 3617288 2162614 3390999 687382 351600 941052 19426825 6731529 14163373 942901 20117 2150112 7737486 11267875 6531067 284838 CERTIFICATION ADMINISTR 21475883 MARKET RESEARCH 1219721 SUBSCRIPTIONS 508587 COPYWRITING SERVICES 491068 969292 136150807 8271243 20260513 263870 519766 6462332 2224630 570037 949145 2225902 2325646 40182532 23591172 15943991 16591360 209983275 238414034 57037241 84105825 3461621 701300 894143 301459191 369746683 18304073 18783738 33417309 35988363 2142871 1800729 53864253 56572830 X 247594938 313173853 247594938 313173853 301459191 369746683 44402886 21176029 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 57736096 351600 351600 0 351600 1853500 153661 174536 243194 1938503 1499861 380430 127798 154589 1853500 1417666 278218 -10713 185310 1499861 1307234 277760 85577 252905 1417666 863683 398910 111599 66958 1307234 0.00000 0.86400 0.13600 0 1 1 792689 792689 3928185 1365676 2562509 6778142 4020137 2758005 3485377 1512757 1972620 25198139 16692602 8505537 16591360 3847350 C ISHARES CORE S&P ETF 30651202 F PIMCO TOTAL RETURN FUND 30856072 F PIMCO LOW DURATION 18751201 F 84105825 DEFERRED RENT LIABILITY 1756708 SECURITY DEPOSITS 44000 DEFERRED TAX LIABILITY 21 1800729 X 206958794 21176029 5229072 26405101 180553693 0 180553693 141601773 5450966 5450966 136150807 0 136150807 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 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, 2013 AND 2012, THERE WAS NO NET INCOME AND NO UNRELATED BUSINESS INCOME TAX DUE. THE FEDERAL INCOME TAX RETURNS OF THE INSTITUTE FOR 2010, 2011, AND 2012 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; AND PROJECT MANAGEMENT INSTITUTE AUSTRALASIA PTY LTD A PROPRIETARY LIMITED COMPANY IN SYDNEY, AUSTRALIA; AND PROJECT MANAGEMENT INSTITUTE KHALEEJI FZ-LLC, A LIMITED LIABILITY COMPANY IN DUBAI, UAE. 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 312,469. COST OF GOODS SOLD 4,503,629. INCOME FROM CONSOLIDATED AFFILIATE 412,974. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 312,469. COST OF GOODS SOLD 4,503,629. EXPENSES FROM CONSOLIDATED AFFILIATE 634,868. 1 SOUTH ASIA 3 12 PROGRAM SERVICES TO CARRY ON THE BUSINESS IN INDIA AND ABROAD OF COORDINATING PROJECT MANAGEMENT SERVICES 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. 2032320 EAST ASIA AND THE PACIFIC 2 10 PROGRAM SERVICES TO CARRY ON THE BUSINESS IN CHINA AND AUSTRALIA AND ABROAD OF COORDINATING PROJECT MANAGEMENT SERVICES 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. 2194018 MIDDLE EAST AND NORTH AFRICA 1 1 PROGRAM SERVICES TO CARRY ON THE BUSINESS IN THE UNITED ARAB EMIRATES AND ABROAD OF COORDINATING PROJECT MANAGEMENT SERVICES 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. 11794 EUROPE 0 0 PROGRAM SERVICES THE PMI GLOBAL CONGRESS EMEA AND LEADERSHIP INSTITUTE MEETING WERE HELD IN ISTANBUL, TURKEY IN APRIL OF 2013. 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. 1840737 EUROPE 1 1 PROGRAM SERVICES MCI IS PMI'S THIRD PARTY REPRESENTATIVE IN BRUSSELS, BELGIUM CONTRACTED TO CARRY ON THE BUSINESS IN EUROPE OF COORDINATING PROJECT MANAGEMENT SERVICES AND ACT AS A LIAISON BETWEEN THE MEMBERS AND CHAPTERS IN EUROPE AND PROJECT MANAGEMENT INSTITUTE, INC. (PMI). MCI ALSO PROVIDES 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. 1214268 EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES MCI IS A THIRD PARTY REPRESENTATIVE IN SINGAPORE CONTRACTED BY PMI TO CARRY ON THE BUSINESS OF COORDINATING PROJECT MANAGEMENT SERVICES AND ACT AS A LIAISON BETWEEN THE MEMBERS AND CHAPTERS IN SINGAPORE AND PROJECT MANAGEMENT INSTITUTE, INC. (PMI). MCI ALSO PROVIDES 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. 1715303 SOUTH AMERICA 1 1 PROGRAM SERVICES MCI IS A THIRD PARTY REPRESENTATIVE IN LATIN AMERICA CONTRACTED BY PMI TO CARRY ON THE BUSINESS OF COORDINATING PROJECT MANAGEMENT SERVICES 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 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. 274705 EUROPE 1 1 PROGRAM SERVICES INTEREL IS A CONSULTING FIRM IN EUROPE ASSISTING PMI TO 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. 1411141 EUROPE 1 1 PROGRAM SERVICES CST THE GATE LIMITED IS A CONSULTING FIRM IN EUROPE ASSISTING PMI TO 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. 846560 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. 102500 CENTRAL AMERICA AND THE CARIBBEAN 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 143367 EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 5378044 EUROPE 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS, AND CUSTOMER SERVICE SUPPORT FOR REGIONAL MEMBERS AND CHAPTERS. 2504926 MIDDLE EAST AND NORTH AFRICA 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 647922 RUSSIA & THE NEWLY INDEPENDENT STATES 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 81931 NORTH AMERICA 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 723821 SOUTH AMERICA 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 795428 SOUTH ASIA 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS, AND CUSTOMER SERVICE SUPPORT FOR REGIONAL MEMBERS AND CHAPTERS. 783626 SUB-SAHARAN AFRICA 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS. 297320 EUROPE 0 0 PROGRAM SERVICES PMI HELD AN ITEM WRITING MEETING IN BUDAPEST, HUNGARY IN FEBRUARY 2013, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. 47898 EUROPE 0 0 PROGRAM SERVICES PMI HELD AN ITEM WRITING MEETING IN COPENHAGEN, DENMARK IN MARCH 2013, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. 20400 EUROPE 0 0 PROGRAM SERVICES PMI HELD A MEGA ITEM WRITING MEETING IN MADRID, SPAIN IN MAY 2013, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. 335496 SOUTH AMERICA 0 0 PROGRAM SERVICES PMI HELD A MEGA ITEM WRITING MEETING IN BUENOS AIRES, ARGENTINA IN SEPTEMBER 2013, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. 248751 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES PMI HELD A MEGA ITEM WRITING MEETING IN SYDNEY, AUSTRALIA IN NOVEMBER 2013, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. 190134 SOUTH AMERICA 0 0 PROGRAM SERVICES PMI SUPPORTED REGIONAL CONGRESS EVENTS THROUGHOUT LATIN AMERICA DURING 2013 IN ADDITION TO A LEADERSHIP INSTITUTE MEETING & MASTER CLASS IN RIVIERA MAYA, MEXICO. THE REGIONAL CONGRESS EVENTS 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. THE LEADERSHIP INSITUTE MEETING & MASTER CLASS PROVIDED INVALUABLE OPPORTUNITIES TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SKILL ENHANCEMENT. 841295 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES PMI SUPPORTED REGIONAL CONGRESS EVENTS AND FORUMS THROUGHOUT THE ASIA PACIFIC REGION DURING 2013. 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. 690816 SOUTH AMERICA 1 1 PROGRAM SERVICES LILIANA BUCHTIK IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO MAINTAIN CONTENT IN PMI'S LOCAL WEB PORTAL. 22143 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. 174428 NORTH AMERICA 1 1 PROGRAM SERVICES APCO WORLDWIDE IS A CONSULTING FIRM IN CANADA ASSISTING PMI TO 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. 660859 EAST ASIA & THE PACIFIC 1 1 PROGRAM SERVICES GOVERNMENT RELATIONS AUSTRALIA IS A CONSULTING FIRM IN AUSTRALIA ASSISTING PMI TO 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. 424025 EUROPE 0 0 PROGRAM SERVICES PMI HELD A GLOBAL EXECUTIVE COUNCIL MEETING IN DUBAI, UNITED ARAB EMIRATES IN SEPTEMBER OF 2013, 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. 231262 EUROPE 0 0 PROGRAM SERVICES PMI OFFERED SEMINARSWORLD IN ISTANBUL, TURKEY; MUNICH, GERMANY; BARCELONA, SPAIN; AND LONDON, ENGLAND. 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. 364115 UNITED KINGDOM 1 1 INVESTMENT FOREIGN OWNED SUBSIDIARY 3847350 MIDDLE EAST AND NORTH AFRICA 1 1 PROGRAM SERVICES MCI IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO CARRY ON THE BUSINESS OF COORDINATING PROJECT MANAGEMENT SERVICES AND ACT AS A LIAISON BETWEEN THE MEMBERS AND CHAPTERS AND PROJECT MANAGEMENT INSTITUTE, INC. (PMI). MCI ALSO PROVIDES 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. 327524 10 27 17 17 27 44 10694286 20731941 31426227 EAST ASIA AND THE PACIFIC RESEARCH GRANT 16667 CHECK N/A N/A EUROPE RESEARCH GRANT 12202 CHECK N/A N/A EUROPE RESEARCH GRANT 16666 CHECK N/A N/A EUROPE RESEARCH GRANT 16666 CHECK N/A N/A EUROPE RESEARCH GRANT 16666 CHECK N/A N/A EAST ASIA AND THE PACIFIC RESEARCH GRANT 4000 CHECK N/A N/A EUROPE RESEARCH GRANT 17290 CHECK N/A N/A EAST ASIA AND THE PACIFIC RESEARCH GRANT 16467 CHECK N/A N/A 8 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 5950 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 14 17640 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 9 10834 CHECK N/A N/A EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI REGIONAL MENTOR PROGRAM. THE PMI REGIONAL MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. MIDDLE EAST & NORTH AFRICA 2 2000 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. RUSSIA & THE NEWLY INDEPENDENT STATES 2 1404 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. SUB-SAHARAN AFRICA 2 2000 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 7 6950 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 13 18500 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 8 6888 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) 2724974 149327 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 0 N/A N/A GLOBAL RESEARCH GRANT PMI EDUCATIONAL FOUNDATION 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 232630701 501(C)(3) 86000 0 N/A N/A TO ENDOW SCHOLARSHIPS THROUGH PMIEF & DONATIONFROM PMI INFORMATION SYSTEMS COP NORTH CAROLINA STATE UNIVERSITY PO BOX 7204 RALEIGH NC 27695 566049503 501(C)(3) 4000 0 N/A N/A GLOBAL RESEARCH GRANT THE GEORGE WASHINGTON UNIVERSITY 20101 ACADEMIC WAY ASHBURN VA 20147 530196584 501(C)(3) 4667 0 N/A N/A GLOBAL RESEARCH GRANT ST FRANCIS COLLEGE 180 REMSEN STREET BROOKLYN HEIGHTS NY 11201 111635105 501(C)(3) 4000 0 N/A N/A GLOBAL RESEARCH GRANT HARVARD BUSINESS SCHOOL PUBLISHING 60 HARVARD WAY BOSTON MA 02163 043177990 501(C)(3) 16329 0 N/A N/A GLOBAL RESEARCH GRANT PORTLAND STATE UNIVERSITY 1825 SW BROADWAY PORTLAND OR 97201 936001786 501(C)(3) 15725 0 N/A N/A GLOBAL RESEARCH GRANT BENNETT S LEBOW COLLEGE OF BUSINESS AT DREXEL UNIVERSITY 3141 CHESTNUT STREET SUITE 310 PHILADELPHIA PA 19104 231352630 501(C)(3) 1000 0 N/A N/A GLOBAL RESEARCH GRANT 9 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. 32 33053 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. 25 30083 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 483464 0 142100 0 704295 0 0 0 45903 0 1375762 0 363642 0 WILLIAM SCARBOROUGH VP LEGAL 211642 0 30717 0 4640 0 0 0 39569 0 286568 0 0 0 JOHN DOYLE VP FINANCE & ADMINISTRATION 211415 0 30684 0 4716 0 0 0 38032 0 284847 0 0 0 DOROTHY MCKELVY VP HUMAN RESOURCES 194889 0 28155 0 2317 0 0 0 33419 0 258780 0 0 0 BRIAN WEISS VP PRACTITIONER MARKETS 209154 0 28500 0 7660 0 0 0 30420 0 275734 0 0 0 CRAIG KILLOUGH VP ORGANIZATION MARKETS 209154 0 28500 0 14920 0 0 0 34178 0 286752 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. PMI WILL PAY A NOMINAL AMOUNT TO UPGRADE TO A HIGHER CLASS OF SERVICE. IF A REQUEST FOR AN UPGRADE IS ABOVE THE NOMINAL AMOUNT, THEN ANY ADDITIONAL FEES ARE THE RESPONSIBILITY OF THE INDIVIDUAL AND MUST BE PAID TO PMI AT THE TIME OF CONFIRMATION. 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 - $292,022 FORM 990, PART III, LINE 2 GANTTHEAD.COM, INC.: ON DECEMBER 31, 2013 PMI PURCHASED 100% OF THE OWNERSHIP INTERESTS OF GANTTHEAD.COM, INC. THROUGH THIS PURCHASE, PMI ACQUIRED TWO WEB-SITES AND WILL NOW DELIVER THE MOST COMPREHENSIVE ACCESS TO KNOWLEDGE RESOURCES, TOOLS, NETWORKS, AND BROADER PROSPECTIVES TO PROJECT, PROGRAM, AND PORTFOLIO MANAGERS WORLDWIDE. THE ORGANIZATION HAS DETERMINED THAT THIS ACTIVITY IS NOT SUBSTANTIALLY RELATED TO THEIR EXEMPT PURPOSE AND THE REVENUES GENERATED BY THE ACTIVITY WILL BE TREATED AS UNRELATED BUSINESS INCOME SUBJECT TO TAX. 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 INITIALLY BY PMI'S INDEPENDENT AUDITORS, BASED ON DATA PROVIDED BY PMI'S FINANCE DEPARTMENT. THAT DRAFT IS THEN REVIEWED BY PMI'S FINANCE AND LEGAL STAFF. THE NEXT DRAFT IS THEN PRESENTED FOR REVIEW TO PMI'S PRESIDENT AND CHIEF EXECUTIVE OFFICER AND THE BOARD'S 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 INCLUDED THE OPPORTUNITY FOR MEMBERS OF THE BODY TO 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 AND CHIEF OPERATING OFFICER FOR RESOLUTION. THE CHIEF EXECUTIVE OFFICER OR THE CHIEF OPERATING 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 6,494,764. TEMPORARY STAFF 1,056,034. REGIONAL SERVICE CENTER 3,875,778. CONTRACT LABOR 6,805,843. TRANSLATION SERVICES 811,229. PUBLIC RELATIONS 152,285. PHOTOGRAPHY 1,008. EMPLOYEE SEARCH FEES 166,237. WEB MAINTENANCE 63,647. 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