PROJECT MANAGEMENT INSTITUTE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PROJECT MANAGEMENT INSTITUTE INC (EIN 23-1887442)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-15
- IRS object ID
- 201102279349304110
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-15T15:35:48-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELKO & ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WEST BALTIMORE AVENUE SUITE 210 | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231887442 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT MANAGEMENT INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PROJ | NameControl |
| Phone | 6103564600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CAMPUS BOULEVARD | AddressLine1 |
| City | NEWTOWN SQUARE | City |
| State | PA | State |
| ZIP Code | 19073 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK LANGLEY | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 6103564600 | Phone |
| Date Signed | 2011-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COLLEEN COOKE-VARALLO CPA | Name |
| Phone | 6105653930 | Phone |
| Date Prepared | 2011-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAME AS ABOVE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK A LANGLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CAMPUS BOULEVARD | AddressLine1 |
| City | NEWTOWN SQUARE | City |
| State | PA | State |
| ZIP Code | 19073 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 184910050 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 3735 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | WWW.PMI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 279 | TotalNbrEmployees |
| Total Nbr Volunteers | 3879 | TotalNbrVolunteers |
| Total Gross UBI | 2678614 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 115623953 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 115154900 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1127236 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5848259 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4045428 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4104622 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 120796617 | TotalRevenuePriorYear |
| Total Revenue Current Year | 125107781 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 255457 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 623445 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23034128 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 24398263 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 74159392 | OtherExpensePriorYear |
| Other Expenses Current Year | 71555520 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 97448977 | TotalExpensesPriorYear |
| Total Expenses Current Year | 96577228 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 23347640 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 28530553 | RevenuesLessExpensesCY |
| Total Assets BOY | 159676757 | TotalAssetsBOY |
| Total Assets EOY | 202224264 | TotalAssetsEOY |
| Total Liabilities BOY | 40071921 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 42444006 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 119604836 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 159780258 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ADVANCE 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | 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 412,000 CERTIFIED PMPS AROUND THE WORLD AS OF DECEMBER 2010. PMI ALSO OFFERS CERTIFICATION IN SPECIFIC AREAS OF PROJECT MANAGEMENT, INCLUDING CERTIFICATION FOR PROJECT RISK (PMI-RP) AND PROJECT SCHEDULING PROFESSIONALS (PMI-SP). PMI ALSO CERTIFIES NEWER MEMBERS OF THE PROJECT MANAGEMENT PRACTITIONERS THROUGH ITS CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (CAPM). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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 FOURTH 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 (SECOND EDITION), THE STANDARD FOR PROGRAM MANAGEMENT (SECOND EDITION), AND THE ORGANIZATIONAL PROJECT MANAGEMENT MATURITY MODEL (OPM3) COMPRISE THE MOST COMPREHENSIVE SET OF STANDARDS AVAILABLE FOR INDIVIDUALS AND ORGANIZATIONS IN THE FIELD OF PROJECT MANAGEMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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 SEMINARS WORLD AND VIRTUAL EDUCATIONAL OFFERINGS TO HELP PRACTITIONERS ENHANCE THEIR KNOWLEDGE OF PROJECT MANAGEMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 137 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 279 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Name Of Foreign Country | BE | NameOfForeignCountry |
| Name Of Foreign Country | AS | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT MANAGEMENT INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6103564600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CAMPUS BOULEVARD | AddressLine1 |
| City | NEWTOWN SQUARE | City |
| State | PA | State |
| ZIP Code | 190733299 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| EUGENE BOUNDS | |||||||
| CHAIR | 3.50 | X | 0 | 0 | 0 | ||
| BETH PARTLETON | |||||||
| VICE-CHAIR | 3.50 | X | 0 | 0 | 0 | ||
| PETER MONKHOUSE | |||||||
| SECRETARY/TREASURER | 3.50 | X | 0 | 0 | 0 | ||
| FREDERICK ARNOLD | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| YANPING CHEN | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| SHIRLEY EDWARDS | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| JANE FARLEY | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| DEANNA LANDERS | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| LOUIS J MERCKEN | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| JON MIHALIC | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| WILLIAM MOYLAN | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| FRANK PARTH | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| VIJAY PRASAD | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| KATHLEEN ROMERO | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| RICARDO TRIANA | |||||||
| DIRECTOR AT LARGE | 3.50 | X | 0 | 0 | 0 | ||
| MARK LANGLEY | |||||||
| PRESIDENT AND CEO | 50.00 | 493051 | 0 | 247830 | X | ||
| GREGORY BALESTRERO | |||||||
| CEO EMERITUS | 50.00 | 748943 | 0 | 545470 | X | ||
| JOHN DOYLE | |||||||
| VP FINANCE & ADMINISTRATION | 50.00 | 214856 | 0 | 36010 | X | ||
| WILLIAM SCARBOROUGH | |||||||
| VP LEGAL | 50.00 | 212236 | 0 | 34143 | X | ||
| DOROTHY MCKELVY | |||||||
| VP ORG RESOURCES & DEVELOPMENT | 50.00 | 196201 | 0 | 31518 | X | ||
| FRANCISCO SCHETTINI | |||||||
| VP INFORMATION TECHNOLOGY | 50.00 | 192572 | 0 | 31402 | X | ||
| BRIAN WEISS | |||||||
| VP PRODUCT MANAGEMENT | 50.00 | 191368 | 0 | 28733 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2249227 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 955106 | TotalOtherCompensation |
| Number Individuals GT100 K | 41 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| PROMETRIC | |||||||||
| PO BOX 223608 | PITTSBURGH | PA | 152512608 | TESTING SERVICES | 10061072 | ||||
| BROKERS WORLDWIDE LLC | |||||||||
| 701 ASHLAND AVENUE BUILDING 24 | FOLCROFT | PA | 19032 | SHIPMENT OF PMI PUBLICATIONS | 2298646 | ||||
| MCI BENELUX SA (GIC) | |||||||||
| OUTREACH AND MARKETING SUPPORT SERVICES | 2043425 | AVENUE DE TERVUEREN 300 | BRUSSELS | BE | B-1150 | ||||
| IMAGINATION PUBLISHING | |||||||||
| 600 W FULTON STREET SUITE 600 | CHICAGO | IL | 60661 | WEBSITE CONTENT SERVICES/CREATIVE SERVIC | 1593193 | ||||
| BRANDYWINE OPERATING PARTNERSHIP LP | |||||||||
| PO BOX 11951 | NEWARK | NJ | 071014951 | RENT | 844890 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 108 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CERTIFICATION | 541900 | 53327735 | 53327735 |
| MEMBERSHIP DUES | 541900 | 40265657 | 40265657 |
| SEMINARS/SYMPOSIUM | 541900 | 11558402 | 11558402 |
| PUBLICATIONS | 541900 | 10003106 | 10003106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 115154900 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4611939 | TotalRevenueColumn |
| Exclusion | $4,611,939 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 822586 | TotalRevenueColumn |
| Exclusion | $822,586 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 615065 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 230880 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 384185 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 384185 | TotalRevenueColumn |
| Exclusion | $384,185 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60781176 | Securities |
| Other | 26533 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 58660110 | Securities |
| Other | 911279 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2121066 | Securities |
| Other | -884746 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1236320 | TotalRevenueColumn |
| Exclusion | $1,236,320 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADVERTISING | 541800 | 2678614 | 2678614 | |
| MAILING LISTS AND RENT | 900099 | 217947 | $217,947 | |
| MISCELLANEOUS | 900099 | 1290 | $1,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2897851 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 125107781 | TotalRevenueColumn |
| Related Or Exempt Function Income | 115154900 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2678614 | UnrelatedBusinessRevenue |
| Exclusion | $7,274,267 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371614 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78631 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173200 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2035294 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17494396 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1120277 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2273513 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1474783 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 725796 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368077 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667144 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10120979 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4520512 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15190481 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2031795 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31978 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2167494 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4682394 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9349729 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7725190 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215183 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CERTIFICATION ADMINISTR | 11682651 |
| MARKET RESEARCH | 762416 |
| SUBSCRIPTIONS | 489391 |
| TAXES | 460764 |
| COPYWRITING SERVICES | 150253 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213293 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96577228 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15093022 | BOY |
| EOY | 12076296 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140660 | BOY |
| EOY | 171924 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1286229 | BOY |
| EOY | 1556237 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 843714 | BOY |
| EOY | 661151 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1784220 | BOY |
| EOY | 1782748 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49185526 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 30417081 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22339661 | BOY |
| EOY | 18768445 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115907698 | BOY |
| EOY | 162552038 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1859632 | BOY |
| EOY | 4387512 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421921 | BOY |
| EOY | 267913 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159676757 | BOY |
| EOY | 202224264 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10594997 | BOY |
| EOY | 9594105 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25179625 | BOY |
| EOY | 28063837 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4297299 | BOY |
| EOY | 4786064 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40071921 | BOY |
| EOY | 42444006 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119604836 | BOY |
| EOY | 159780258 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119604836 | BOY |
| EOY | 159780258 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159676757 | BOY |
| EOY | 202224264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 28530553 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11644869 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 40265657 | DuesAssessments |
| Non Ded Lobby Political Current | 22768 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 22768 | NonDedLobbyPoliticalTotal |
| Amount To Be Carried Over | 0 | AmountToBeCarriedOver |
| Taxable | $22,768 | TaxableAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2318980 | BeginningOfYearBalance |
| Contributions | 116518 | Contributions |
| Investment Earnings Or Losses | 85577 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 304819 | GrantsOrScholarships |
| End Of Year Balance | 2216256 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2056608 | BeginningOfYearBalance |
| Contributions | 251582 | Contributions |
| Investment Earnings Or Losses | 111599 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 100809 | GrantsOrScholarships |
| End Of Year Balance | 2318980 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1571578 | BeginningOfYearBalance |
| Contributions | 655804 | Contributions |
| Investment Earnings Or Losses | 113024 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 57750 | GrantsOrScholarships |
| End Of Year Balance | 2056608 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.36000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.45000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 792689 | OtherCostOrOtherBasis |
| Book Value | 792689 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3928185 | OtherCostOrOtherBasis |
| Depreciation | 1071062 | Depreciation |
| Book Value | 2857123 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6510532 | OtherCostOrOtherBasis |
| Depreciation | 1987083 | Depreciation |
| Book Value | 4523449 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7921923 | OtherCostOrOtherBasis |
| Depreciation | 4908272 | Depreciation |
| Book Value | 3013651 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30032197 | OtherCostOrOtherBasis |
| Depreciation | 22450664 | Depreciation |
| Book Value | 7581533 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18768445 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT LIABILITY | $2,678,879 |
| SECURITY DEPOSITS | $44,000 |
| DEFERRED COMPENSATION | $2,063,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4786064 | TotalOfAmounts |
| Total Revenue | 125107781 | TotalRevenue |
| Total Expenses | 96577228 | TotalExpenses |
| Excess Or Deficit For Year | 28530553 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11644869 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 11644869 | TotalAdjustments |
| Excess Or Deficit Per FS | 40175422 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 136983529 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11644869 | NetUnrealizedGainsInvestments |
| Other Revenues | 230879 | OtherRevenues |
| Revenue Not Rptd F990 | 11875748 | RevenueNotRptdF990 |
| Revenue Subtotal | 125107781 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 125107781 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 96808107 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 230879 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 230879 | ExpensesNotRptdF990 |
| Expenses Subtotal | 96577228 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 96577228 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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 XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 230,879. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 230,879. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (20 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| SOUTH ASIA | 2 | 9 | 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. | 1765802 |
| EAST ASIA AND THE PACIFIC | 3 | 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. | 1898551 |
| EUROPE | PROGRAM SERVICES | THE PMI GLOBAL CONGRESS EMEA AND LEADERSHIP INSTITUTE MEETING WERE HELD IN MILAN, ITALY. THE GLOBAL CONGRESS WAS A PROFESSIONAL DEVELOPMENT EVENT THAT PROVIDED AN 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. | 1299501 | ||
| EUROPE | 1 | 1 | PROGRAM SERVICES | MCI IS PMI'S THIRD PARTY REPRESENTATIVE IN BRUSSELS 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. | 1689937 |
| SOUTH ASIA | 1 | 1 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. | 499185 |
| 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. | 1296661 |
| 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. | 621154 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | THE PMI GLOBAL CONGRESS ASIA PACIFIC AND LEADERSHIP INSTITUTE MEETING WERE HELD IN MELBOURNE, AUSTRALIA. THE GLOBAL CONGRESS WAS A PROFESSIONAL DEVELOPMENT EVENT HOSTED BY PMI THAT PROVIDED AN 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. | 832274 | ||
| SUB-SAHARAN AFRICA | 1 | 1 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. | 273648 |
| EAST ASIA AND THE PACIFIC | 1 | 1 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. | 3907799 |
| EUROPE | 1 | 1 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. | 1595065 |
| SOUTH AMERICA | 1 | 1 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. | 576763 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 1 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. | 414603 |
| NORTH AMERICA | 1 | 1 | PROGRAM SERVICES | PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. | 3833118 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | PMI HELD A MEGA ITEM WRITING MEETING IN THE REGION, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. | 219942 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | PMI HELD A MEGA ITEM WRITING MEETING IN THE REGION, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. | 204500 |
| SOUTH AMERICA | PROGRAM SERVICES | PMI SUPPORTED REGIONAL CONGRESS EVENTS THROUGHOUT LATIN AMERICA DURING 2010 IN ADDITION TO A LEADERSHIP INSTITUTE MEETING IN PANAMA CITY. 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 PROVIDED AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SKILL ENHANCEMENT. | 203878 | ||
| NORTH AMERICA | PROGRAM SERVICES | PMI SUPPORTED REGIONAL CONGRESS EVENTS THROUGHOUT LATIN AMERICA DURING 2010 IN ADDITION TO A LEADERSHIP INSTITUTE MEETING IN PANAMA CITY. 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 PROVIDED AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SKILL ENHANCEMENT. | 35431 | ||
| NORTH AMERICA | PROGRAM SERVICES | PMI HELD A MEGA ITEM WRITING MEETING IN THE REGION, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. | 185300 | ||
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | PMI SUPPORTED REGIONAL CONGRESS EVENTS THROUGHOUT LATIN AMERICA DURING 2010 IN ADDITION TO A LEADERSHIP INSTITUTE MEETING IN PANAMA CITY. 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 PROVIDED AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SKILL ENHANCEMENT. | 101907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 23 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 6 | ContNumberOfEmployees |
| Total Number Of Employees | 29 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 9903065 | SubtotalAmountSpent |
| Cont Amount Spent | 11551954 | ContAmountSpent |
| Total Amount Spent | 21455019 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (8 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| EUROPE | RESEARCH GRANT | 8000 | CHECK | N/A | N/A |
| NORTH AMERICA | RESEARCH GRANT | 10000 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | 28500 | CHECK | N/A | N/A |
| EAST ASIA AND THE PACIFIC | RESEARCH GRANT | 10000 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | 20000 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | 16667 | CHECK | N/A | N/A |
| NORTH AMERICA | RESEARCH GRANT | 16667 | CHECK | N/A | N/A |
| EUROPE | RESEARCH GRANT | 16667 | CHECK | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 8 | TotalNumberOf501c3Orgs |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| 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 | 1 | 1290 | CHECK | N/A | N/A |
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING AND THE REGIONAL MENTOR PROGRAM. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. THE PMI MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. | EAST ASIA AND THE PACIFIC | 2 | 1025 | 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. | EUROPE | 4 | 7250 | 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 | 9 | 11248 | CHECK | N/A | N/A |
| EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI LEADERSHIP INSTITUTE MEETING AND THE REGIONAL MENTOR PROGRAM. THE PMI LEADERSHIP INSTITUTE MEETING PROVIDES AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES AND SKILLS ENHANCEMENT. THE PMI MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. | SOUTH AMERICA | 6 | 8307 | 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 ASIA | 5 | 5397 | CHECK | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| PMI EDUCATIONAL FOUNDATION | |||||||||
| 14 CAMPUS BOULEVARD | NEWTOWN SQUARE | PA | 19073 | 232630701 | 501(C)(3) | 150000 | N/A | N/A | 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) | 36667 | N/A | N/A | GLOBAL RESEARCH GRANT |
| PMI INFORMATION SYSTEMS SIG | |||||||||
| 934 NORTH UNIVERSITY DRIVE | CORAL SPRINGS | FL | 330717029 | 233068963 | 501(C)(3) | 13805 | N/A | N/A | TO PROVIDE VOTING AND BALLOTING SOFTWARE |
| PROJECT MANAGEMENT INSTITUTE INFORMATION TECHNOLOGY AND TELECOMMUNICATIONS | |||||||||
| 14 CAMPUS BOULEVARD | NEWTOWN SQUARE | PA | 19073 | 522276351 | 501(C)(6) | 6136 | N/A | N/A | TO PROVIDE VOTING AND BALLOTING SOFTWARE |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| 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. | 56 | 71489 |
| EDUCATIONAL - FOR INDIVIDUAL TO PARTICIPATE IN THE REGIONAL MENTOR PROGRAM. THE PMI MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. | 5 | 7142 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK LANGLEY | |||||||||||||
| 358567 | 0 | 130000 | 0 | 4484 | 0 | 210042 | 0 | 37788 | 0 | 740881 | 0 | 0 | 0 |
| GREGORY BALESTRERO | |||||||||||||
| 508088 | 0 | 199685 | 0 | 41170 | 0 | 489409 | 0 | 56061 | 0 | 1294413 | 0 | 0 | 0 |
| JOHN DOYLE | |||||||||||||
| 188202 | 0 | 22876 | 0 | 3778 | 0 | 0 | 0 | 36010 | 0 | 250866 | 0 | 0 | 0 |
| WILLIAM SCARBOROUGH | |||||||||||||
| 185748 | 0 | 22790 | 0 | 3698 | 0 | 0 | 0 | 34143 | 0 | 246379 | 0 | 0 | 0 |
| DOROTHY MCKELVY | |||||||||||||
| 173534 | 0 | 20588 | 0 | 2079 | 0 | 0 | 0 | 31518 | 0 | 227719 | 0 | 0 | 0 |
| FRANCISCO SCHETTINI | |||||||||||||
| 172775 | 0 | 19251 | 0 | 546 | 0 | 0 | 0 | 31402 | 0 | 223974 | 0 | 0 | 0 |
| BRIAN WEISS | |||||||||||||
| 170070 | 0 | 20970 | 0 | 328 | 0 | 0 | 0 | 28733 | 0 | 220101 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 SHALL ESTABLISH AND MAINTAIN 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 B, LINE 11 | A DRAFT OF THE FORM 990 IS PREPARED INITIALLY BY PMI'S INDEPENDENT AUDITORS. THAT DRAFT IS THEN REVIEWED BY PMI'S FINANCE AND LEGAL STAFF AND PMI'S OUTSIDE LEGAL CONSULTANTS. THE NEXT DRAFT IS THEN PRESENTED FOR REVIEW TO PMI'S PRESIDENT AND CHIEF EXECUTIVE OFFICER AND THE BOARD'S PERFORMANCE OVERSIGHT COMMITTEE. THE RESULTS OF THAT REVIEW ARE THEN PRESENTED TO THE BOARD'S GOVERNANCE COMMITTEE WHICH MAKES THE FINAL DECISION THAT THE DOCUMENT IS READY FOR PRESENTATION TO THE FULL PMI BOARD. THE FINAL DRAFT OF THE FORM 990 IS THEN PRESENTED TO THE FULL BOARD. THE FORM 990 WAS DISTRIBUTED ELECTRONICALLY TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. THE PROCESS INCLUDED THE OPPORTUNITY FOR MEMBERS OF THE GOVERNING BODY TO SUBMIT QUESTIONS/COMMENTS ELECTRONICALLY. | |
| 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 12C | |
| 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 B, LINE 15 | |
| 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 STATEMENT WILL BE PROVIDED ON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA | Province Or StateAddressForeign/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|
| PMI AUSTRALASIA PTY LIMITED | ||||||||||
| LEVEL 20 TOWER 2 DARLING PARK 201 | SYDNEY | AS | NSW 2001 | 980607905 | COORDINATING PROJECT MANAGEMENT SERVICES | AS | 332235 | 188806 | N/A | |
| PMI (BEIJING) PROJECT MANAGEMENT TECHNOLOGY CO LTD | ||||||||||
| RM 16054-1605A 16/F IDEAL INTERN | HAIDAN DISTRICT | CH | 100080 | 980609885 | COORDINATING PROJECT MANAGEMENT SERVICES | CH | 1851295 | 1215470 | N/A | BEIJING |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT MANAGEMENT INSTITUTE EDUCATION FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CAMPUS BOULEVARD | AddressLine1 |
| City | NEWTOWN SQUARE | City |
| State | PA | State |
| ZIP Code | 190733299 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232630701 | EIN |
| Primary Activities | EXPANDING EDUCATIONAL OPPORTUNITIES FOR FUTURE PROJECT MANAGERS | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) - TYPE 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMI ORGANIZATION CENTRE PVT LTD | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 REGUS BANDRA KURLA COMPLEX | AddressLine1 |
| City | MUMBAI | City |
| Country | IN | Country |
| Postal Code | 400051 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980566940 | EIN |
| Primary Activity | COORDINATING PROJECT MANAGEMENT SERVICES | PrimaryActivity |
| Legal Domicile Foreign Country | IN | LegalDomicileForeignCountry |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | 1982555 | ShareOfTotalIncome |
| Share Of EOY Assets | 902723 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.99900 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION | ||
| B | 150000 | CASH |
| PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION | ||
| P | 342446 | CASH |
| PMI ORGANIZATION CENTRE PVT LTD | ||
| Q | 1812535 | CASH |
| PMI AUSTRALASIA PTY LIMITED | ||
| Q | 331694 | CASH |
| PMI (BEIJING) PROJECT MANAGEMENT TECHNOLOGY CO LTD | ||
| Q | 1730980 | CASH |