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← PROJECT MANAGEMENT INSTITUTE

Form 990 for tax year 2024

Filed by PROJECT MANAGEMENT INSTITUTE.

Totals

Total revenue
$267,944
Total expenses
$215,104
Contributions and grants received
$0
Grants paid
$6,500
Program service revenue
$214,678
Investment income
$53,266
Other revenue
$0
Total assets, end of year
$1,032,142
Total liabilities, end of year
$26,121
Net assets or fund balances, end of year
$1,006,021
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EDUCATIONAL COURSES AND PROGRAMS

    total $110,723 · related or exempt $110,723

  • 2b · Program service revenue: MEMBER DEVELOPMENT

    total $101,955 · related or exempt $101,955

  • 2c · Program service revenue: PROGRAM MEETINGS

    total $2,000 · related or exempt $2,000

  • 3 · Investment income

    total $28,332 · excluded $28,332

  • 7a · Gross sales of assets other than inventory

    securities $85,187

  • 7b · Less cost or other basis and sales expenses

    securities $60,253

  • 7c · Gain or loss

    securities $24,934

  • 7d · Net gain or loss

    total $24,934 · excluded $24,934

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,500

  • 11a · Fees: management

    total $1,200

  • 11c · Fees: accounting

    total $47,947

  • 11f · Fees: investment management

    total $10,609

  • 11g · Fees: other

    total $20,400

  • 12 · Advertising and promotion

    total $1,798

  • 13 · Office expenses

    total $4,324

  • 14 · Information technology

    total $21,933

  • 19 · Conferences, conventions and meetings

    total $11,441

  • 24a · Other expenses: EDUCATIONAL EXPENSES

    total $87,952

  • 24b · Other expenses: SPECIAL PROJECTS

    total $1,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,950 · end of year $12,834

  • 2 · Savings and temporary cash investments

    beginning of year $18,542 · end of year $6,048

  • 4 · Accounts receivable

    beginning of year $14,805 · end of year $54,136

  • 9 · Prepaid expenses and deferred charges

    end of year $8,083

  • 11 · Investments: publicly traded securities

    beginning of year $869,408 · end of year $951,041

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,507 · end of year $24,981

  • 19 · Deferred revenue

    end of year $1,140

  • 27 · Net assets without donor restrictions

    beginning of year $914,198 · end of year $1,006,021

Mission and programs · 2024

Mission

SEE SCHEDULE O.THE PROJECT MANAGEMENT INSTITUTE - DELAWARE VALLEY CHAPTER (PMI-DVC) WILL PROVIDE A FORUM FOR PROJECT MANAGEMENT PROFESSIONALS TO PROMOTE THE PRINCIPLES OF THE PROJECT MANAGEMENT INSTITUTE THROUGH NETWORKING WITH OTHER PROJECT MANAGEMENT PROFESSIONALS, SHARING PROJECT EXPERIENCES, PROVIDING AND RECEIVING TRAINING, AND SUPPORTING PROJECT MANAGEMENT PROFESSIONALS IN THEIR CERTIFICATION EFFORTS. THE CHAPTER SERVES MEMBERS IN THE COMBINED GREATER PHILADELPHIA, SOUTH JERSEY, DELAWARE, AND EASTERN SHORE REGIONS.

Activities or mission (Part I)

TO ALIGN, ENGAGE, AND ENRICH PROJECT MANAGERS AND PRACTITIONERS IN THE DELAWARE VALLEY

  • IN 2024, THE CHAPTER CONDUCTED VIRTUAL AND IN-PERSON MEETINGS FEATURING SPEAKERS WHO PRESENTED ON A VARIETY OF PROJECT MANAGEMENT SUBJECTS. THESE MEETINGS INCLUDED NETWORKING OPPORTUNITIES. ADDITIONALLY, THE CHAPTER CONDUCTED A VARIETY OF PROJECT MANAGEMENT CLASSES FOCUSED ON FOUNDATIONS IN PROJECT MANAGEMENT, PROJECT MANAGEMENT PROFESSIONAL (PMP) EXAM PREPARATION, AND CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (CAPM) EXAM PREPARATION CERTIFICATION CLASSES FOR MEMBER AND NON-MEMBERS. ALL CLASSES ARE DESIGNED TO HELP STUDENTS MEET EDUCATION REQUIREMENTS TO TAKE PMP AND CAPM EXAMINATIONS TO FURTHER THEIR PROJECT MANAGEMENT CAREERS.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Lobron Pmp

    PRESIDENT AS OF SEP 2024, VICE PRES.

    Total calculated
    $0
    Hours/week
    10
  • Kenneth Golkin Pmp

    PRESIDENT TO SEP 2024

    Total calculated
    $0
    Hours/week
    10
  • Marie Hegarty Pmp

    VICE PRESIDENT OF MEMBERSHIP

    Total calculated
    $0
    Hours/week
    5
  • Frank Gorman JD

    SECRETARY

    Total calculated
    $0
    Hours/week
    10
  • Richard Rinaldi Pmp

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Allen Hughes

    VP, INFORMATION RESOURCES

    Total calculated
    $0
    Hours/week
    5
  • Frank McKeown Pmp

    VP, PROFESSIONAL DEVELOPMENT

    Total calculated
    $0
    Hours/week
    5
  • Kaitlyn Luboff Pmp

    VP, MARKETING & COMMS TO MAR 2024

    Total calculated
    $0
    Hours/week
    5
  • Leigh Ann Gunther Pmp Pmi-Acp

    VP, EDUCATION

    Total calculated
    $0
    Hours/week
    5
  • Suzanne Dreitlein

    VP, MARKETING & COMMS AS OF JUN 2024

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
16 October 2025
IRS schema version
2024v5.2
Source object
202522909349300007

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