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← PROJECT MANAGEMENT INSTITUTE

Form 990 for tax year 2022

Filed by PROJECT MANAGEMENT INSTITUTE.

Totals

Total revenue
$193,529
Total expenses
$195,175
Contributions and grants received
$0
Grants paid
$9,500
Program service revenue
$164,309
Investment income
$21,220
Other revenue
$8,000
Total assets, end of year
$835,117
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$835,117
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: MEMBER DEVELOPMENT

    total $99,524 · related or exempt $99,524

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

    total $51,156 · related or exempt $51,156

  • 2c · Program service revenue: PROGRAM MEETINGS

    total $13,629 · related or exempt $13,629

  • 3 · Investment income

    total $15,715 · excluded $15,715

  • 7a · Gross sales of assets other than inventory

    securities $380,712

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

    securities $375,207

  • 7c · Gain or loss

    securities $5,505

  • 7d · Net gain or loss

    total $5,505 · excluded $5,505

  • 11a · Other revenue: EXPENSE REIMBURSEMENT

    total $8,000 · excluded $8,000

  • 11e · Other revenue, total

    $8,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,500

  • 11a · Fees: management

    total $31,050

  • 11c · Fees: accounting

    total $1,300

  • 11f · Fees: investment management

    total $9,025

  • 12 · Advertising and promotion

    total $12,834

  • 13 · Office expenses

    total $4,613

  • 14 · Information technology

    total $16,339

  • 19 · Conferences, conventions and meetings

    total $9,904

  • 24a · Other expenses: EDUCATIONAL EXPENSES

    total $68,299

  • 24b · Other expenses: SPECIAL PROJECTS

    total $32,311

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,798 · end of year $18,181

  • 2 · Savings and temporary cash investments

    beginning of year $105,308 · end of year $48,523

  • 11 · Investments: publicly traded securities

    beginning of year $734,235 · end of year $768,413

  • 27 · Net assets without donor restrictions

    beginning of year $847,341 · end of year $835,117

Mission and programs · 2022

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 2022, THE CHAPTER CONDUCTED 3 FOUNDATIONS IN PROJECT MANAGEMENT CLASSES, 3 PMP (PROJECT MANAGEMENT PROFESSIONAL) EXAM PREP, AND 2 CAPM (CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT) EXAM PREP CERTIFICATION CLASSES FOR MEMBERS AND NON-MEMBERS. ALL 3 CLASSES ARE DESIGNED TO HELP STUDENTS MEET THE EDUCATION REQUIREMENTS IN ORDER TO TAKE THE PMP AND CAPM CERTIFICATION EXAMINATIONS.

  • IN 2022, THE CHAPTER CONDUCTED 4 VIRTUAL HALF DAY PROFESSIONAL DEVELOPMENT DAYS (PDD'S) FOR BOTH MEMBERS AND NON-MEMBERS. THE PURPOSE OF THESE EDUCATIONAL OPPORTUNITIES IS TO GIVE LOCAL PROJECT MANAGERS THE OPPORTUNITY TO PARTICIPATE IN AN INTENSIVE STUDY OF A PARTICULAR PROJECT MANAGEMENT CONCEPT OR TOOL. THE CHAPTER CONTRACTS WITH NATIONALLY KNOWN EXPERTS TO PRESENT ON SPECIFIC TOPICS AT THESE PDD'S. THESE PROGRAMS ARE RECOGNIZED BY THE PROJECT MANAGEMENT INSTITUTE AS QUALIFYING FOR WORLDWIDE ACCEPTANCE AS "PROFESSIONAL DEVELOPMENT UNITS" WHICH ARE REQUIRED FOR PROJECT MANAGERS TO MAINTAIN THEIR CERTIFICATIONS.

  • IN 2022, THE CHAPTER CONDUCTED 21 VIRTUAL MEETINGS FEATURING SPEAKERS WHO PRESENTED ON A VARIETY OF PROJECT MANAGEMENT SUBJECTS. THESE MEETINGS ALSO OFFERED ATTENDEES THE OPPORTUNITY TO NETWORK VIRTUALLY.

  • GENERAL MEMBERSHIP ACTIVITIES

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Cochran

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Kathy Lajoie Malik

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Frank McKeown

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • Daniel Marcq

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Ken Golkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Frank Gorman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Marie Hegarty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Allen Hughes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Richard Lobron

    DIRECTOR

    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

Provenance

Return type
form_990
Tax year
2022
Filed
12 October 2023
IRS schema version
2022v5.0
Source object
202342899349300429

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