2017-09-05T14:04:07-05:00 2016-12-31 420714325 RSM US LLP 751 ARBOR WAY SUITE 200 BLUE BELL PA 19422 990 2016-01-01 232630701 PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION PROJ 6103564600 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 190733299 MARK LANGLEY PMI PRESIDENT & CEO 6103564600 2017-08-23 1 LYNNE JOHNSON P00757336 2156418600 108.171.131.171 2017-08-23 15:25:17 ED P 9EEF10362F30CB2CFD806835B5E73E1678CE5665 CE6DC6FDBDBE570E524ED65195BBE27BC76F58F4 2016 2021-01-29 14:40:06Z SAME AS ABOVE MARK LANGLEY 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 190733299 5884743 0 X HTTP://WWW.PMIEF.ORG X 1990 DC LEVERAGING PROJECT MANAGEMENT FOR SOCIAL GOOD. 9 9 0 100 0 0 4736263 4760985 0 0 72201 147175 0 0 4808464 4908160 1356833 1568531 0 0 0 0 19758 22750 889352 2642296 3313752 4018887 4905033 789577 3127 3150855 3347980 522916 687076 2627939 2660904 TO INSPIRE AND EMPOWER PEOPLE TO REALIZE THEIR POTENTIAL AND TRANSFORM THEIR LIVES AND THEIR COMMUNITITES THROUGH THE USE OF PROJECT MANAGEMENT KNOWLEDGE. 0 0 228508 184077 EXPANDING EDUCATIONAL OPPORTUNITIES FOR FUTURE PROJECT MANAGERS THROUGH ACADEMIC AND WORK-BASED LEARNING OPPORTUNITIES. 1812064 395243 HELPING RELIEF, DEVELOPMENT, AND NONPROFIT ORGANIZATIONS USE THEIR LIMITED RESOURCES MORE EFFICIENTLY AND EFFECTIVELY BY INCREASING THEIR PROJECT MANAGEMENT CAPACITY. 1369216 989211 PREPARING PRIMARY AND SECONDARY STUDENTS FOR SUCCESS IN LIFE BY USING PROJECTS TO TEACH THEM CRITICAL APPLIED SKILLS. 3409788 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI WV DC X LISA MAGEE MANAGER ACCOUNTING 6103564600 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 ROBERTO TOLEDO MBA PMP DIRECTOR 5.00 X 0 0 0 MARGARET COMBE DIRECTOR 5.00 X 0 0 0 RITA READ PMP DIRECTOR 5.00 X 0 0 0 ALLAN MILLS MPM PMP DIRECTOR 5.00 X 0 0 0 FRANK PARTH MS MSSM MBA PMP DIRECTOR 5.00 X 0 0 0 MARIO TRENTIM DIRECTOR 5.00 X 0 0 0 PETER MONKHOUSE PMP SECRETARY 5.00 X X 0 0 0 PABLO LLEDO MSC MBA PMP TREASURER 5.00 X X 0 0 0 SUKETU NAGRECHA MBA PMP CHAIR 5.00 X X 0 0 0 MICHAEL DEPRISCO COO 20.00 30.00 X X 0 235761 47895 SURESH CHANDRA PMP CHAIR 5.00 X X 0 0 0 MARK LANGLEY PRESIDENT & CEO, PMI, NON-VOTING EXECUTIVE 5.00 60.00 X 0 884926 347432 0 1120687 395327 2 0 1 0 0 4338641 422344 4760985 115570 115570 1008188 976583 31605 31605 31605 4908160 0 0 147175 X 1169736 1169736 187998 187998 210797 210797 19291 19291 22750 22750 3446 3446 802155 469549 332606 3087 2122 965 56718 24892 19012 12814 176199 151911 1539 22749 332894 192264 74195 66435 100504 19837 51610 29057 1460198 791572 282921 385705 150529 150529 PROGRAM DEVELOPMENT 188046 188046 OTHER EXPENSES - STATE 14966 14966 UNCOLLECTIBLE PLEDGES 3350 0 3350 MISCELLANEOUS EXPENSE 2369 1064 1305 4905033 3409788 605893 889352 48431 39478 136470 56941 37293 25277 14158 11417 2586307 2847200 328196 367667 3150855 3347980 34246 23062 488670 664014 522916 687076 X -629322 -420659 892947 659103 2364314 2422460 2627939 2660904 3150855 3347980 X 3127 28666 1172 X X 0 1 X 1 0 X X X 1 PROJECT MANAGEMENT INSTITUTE 231887442 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART VI, SECTION A, LINE 3B PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION IS OPERATED CLOSELY WITH THE SUPPORTED ORGANIZATION (PROJECT MANAGEMENT INSTITUTE) AND IS VERY FAMILIAR WITH THE DAY-TO-DAY OPERATIONS. PART IV, SECTION A, LINE 3C; PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION IS OPERATED CLOSELY WITH THE SUPPORTED ORGANIZATION (PROJECT MANAGEMENT INSTITUTE) AND IS VERY FAMILIAR WITH THE DAY-TO-DAY OPERATIONS. THE BOARD OF DIRECTORS AND OFFICERS OF EACH ORGANIZATION WORK CLOSELY TOGETHER TO ENSURE THAT ALL SUPPORT IS USED EXCLUSIVELY FOR SECTION 170(C)(2)(B) PURPOSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2626120 80957 169637 67942 2808772 2177932 571421 -53965 69268 2626120 1988011 144539 105127 59745 2177932 1903008 153661 174536 243194 1988011 1549369 380430 127798 154589 1903008 0.04700 0.85960 0.09340 0 0 0 X 5453023 28666 522743 -3100 548309 4904714 3446 3446 4908160 5420058 522743 -1172 521571 4898487 3446 3100 6546 4905033 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: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSE, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE FOUNDATION HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMEBER 31, 2016 AND 2015. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENT. CONSEQUENTLY, NO ACCRUALS FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE U.S. FEDERAL OR STATE TAX AUTHORIES FOR YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE ENDOWMENT PLEDGE -3,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNAMORTIZED DISCOUNT - GRANTS PAYABLE -1,172. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE ENDOWMENT PLEDGE 3,100. 1 CENTRAL AMERICAN AND THE CARIBBEAN 0 0 PROGRAM SERVICES SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGION 1250 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING GRANTS TO RECIPIENTS LOCATED IN REGION 92518 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING GRANTS TO RECIPIENTS LOCATED IN REGION 90262 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGION 13262 NORTH AMERICA 0 0 PROGRAM SERVICES SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGION 11214 SOUTH ASIA 0 0 PROGRAM SERVICES SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGION 2201 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGION 90 SOUTH ASIA 0 0 PROGRAM SERVICES VOLUNTEER MANAGEMENT AND OUTREACH TO EDUCATIONAL ENTITIES IN PRIMARY AND SECONDARY SCHOOLS AS WELL AS OTHER NONPROFIT ENTITIES 45000 0 0 0 0 0 0 255797 0 255797 EUROPE (INCLUDING ICELAND AND GREENLAND) GRANTEE WILL SCALE UP ITS PREVIOUSLY FUNDED PMIEF INITIATIVE TO REACH AN ESTIMATED 450 SECONDARY SCHOOL STUDENTS NATIONWIDE SO THEY CAN APPLY THEIR KNOWLEDGE EITHER TO IDEATE, TO DESIGN AND TO EXECUTE A PROJECT OF THEIR CHOICE OR TO FACILITATE GRANTEE PROGRAMMING FOR PRIMARY SCHOOL STUDENTS. 78788 WIRE 0 N/A N/A EUROPE (INCLUDING ICELAND AND GREENLAND) AWARD TO BE USED FOR THE ORGANIZATION'S EXEMPT PURPOSES. 5000 WIRE 0 N/A N/A MIDDLE EAST AND NORTH AFRICA GRANTEE WILL INTEGRATE PROJECT MANAGEMENT INTO ITS ENTERPRISE BUSINESS CHALLENGE CURRICULA BY EQUIPPING TEACHERS, VOLUNTEERS AND YOUTH WITH PROJECT MANAGEMENT KNOWLEDGE. 90262 WIRE 0 N/A N/A 3 KENNETH HARTLEY PROJECT LEADERSHIP DEVELOPMENT SCHOLARSHIP CENTRAL AMERICAN AND THE CARIBBEAN 1 1250 EFT 0 N/A N/A COMMUNITY ADVANCEMENT THROUGH PROJECT MANAGEMENT AWARD EUROPE (INCLUDING ICELAND AND GREENLAND) 2 6790 CHECK, WIRE 0 N/A N/A FORMER PMI ARABIAN GULF CHAPTER SCHOLARSHIP MIDDLE EAST AND NORTH AFRICA 1 6000 WIRE 0 N/A N/A PMI PROFESSIONAL DEVELOPMENT SCHOLARSHIP FOR CONSTRUCTION MIDDLE EAST AND NORTH AFRICA 1 1499 WIRE 0 N/A N/A JAMES R SNYDER INTERNATIONAL STUDENT PAPER OF THE YEAR AWARD MIDDLE EAST AND NORTH AFRICA 1 5763 WIRE 0 N/A N/A JUDY HARDEMENT MEMORIAL PROFESSIONAL DEVELOPMENT NORTH AMERICA 1 975 CHECK 0 N/A N/A PMI NORTHERN ALBERTA CHAPTER MILESTONE SCHOLARSHIP NORTH AMERICA 3 2844 CHECK, WIRE 0 N/A N/A PMI NOVA SCOTIA CHAPTER SCHOLARSHIP NORTH AMERICA 1 2500 WIRE 0 N/A N/A PMI PROFESSIONAL DEVELOPMENT SCHOLARSHIP FOR CONSTRUCTION NORTH AMERICA 1 1399 WIRE 0 N/A N/A PMO PROFESSIONAL DEVELOPMENT GLOBAL SCHOLARSHIP NORTH AMERICA 1 2495 CHECK 0 N/A N/A RAY PIPER GLOBAL PROJECT MANAGEMENT EDUCATION SCHOLARSHIP NORTH AMERICA 1 1000 WIRE 0 N/A N/A PMI PROFESSIONAL DEVELOPMENT SCHOLARSHIP FOR SCHEDULING SOUTH ASIA 1 495 CHECK 0 N/A N/A PMO PROFESSIONAL DEVELOPMENT GLOBAL SCHOLARSHIP SOUTH ASIA 1 706 WIRE 0 N/A N/A SURESH CHANDRA MEMORIAL PROFESSIONAL DEVELOPMENT SOUTH ASIA 1 1000 WIRE 0 N/A N/A MATTHEW H. PARRY MEMORIAL SCHOLARSHIP SUB-SAHARAN AFRICA 1 90 WIRE 0 N/A N/A 0 0 0 0 0 1 PART I, LINE 2: THE FOUNDATION CONDUCTS IN-DEPTH VETTING PRIOR TO AWARDING GRANTS TO NON-U.S. NONPROFITS TO DETERMINE THEIR RECORD OF ACCOMPLISHMENT, INCLUDING OTHER GRANTMAKING ENTITIES THAT HAVE AWARDED FUNDS TO THEM, THE AMOUNT OF THOSE FUNDS, AND THE OUTCOMES OF THEIR GRANT-FUNDED INITIATIVES. IN ADDITION, WE REQUIRE SUBMISSION OF THESE NONPROFITS' MOST RECENTLY AUDITED FINANCIALS, ORGANIZATIONAL BUDGET, AND LIST OF FUNDERS BY YEAR WITH DOLLAR AMOUNT. THESE PROCEDURES ALLOW US TO ASSESS THE LIKELIHOOD THAT THOSE THAT RECEIVE OUR GRANTS WILL USE THE FUNDS FOR THE PURPOSES AGREED UPON AND FULFILL THE REQUIREMENTS OF THE GRANT AGREEMENT. WE MONITOR THE USE OF GRANT FUNDS THROUGHOUT THE GRANT PERIOD BY REQUIRING INTERIM REPORTS THAT INCLUDE AN ACCOUNTING OF GRANT-RELATED EXPENDITURES AGAINST THE GRANT BUDGET. THIS ALLOWS US TO ASSESS IF AND WHERE DISCREPANCIES MAY BE EVIDENT IN ANTICIPATED VERSUS ACTUAL USE OF FUNDS. THE INTERIM REPORTS MUST PRECEDE DISBURSEMENT OF REMAINING GRANT DOLLARS. IF NECESSARY, THEN WE COLLABORATE WITH NONPROFITS TO MODIFY GRANT BUDGET LINE ITEMS AS TO ENSURE THE FUNDED WORK WILL BE COMPLETED. MOREOVER, WE ARE IN ONGOING COMMUNICATION WITH THE NONPROFITS THAT RECEIVE OUR GRANTS, EVEN OUTSIDE OF REPORTING PERIODS, AND THIS ALLOWS US TO CAREFULLY MONITOR GRANT EXPENDITURES. THIS INCLUDES SITE VISITS WHEN APPROPRIATE. PMIEF USES THE SCHOLARSHIP GUIDELINES AS STATED ON SCHEDULE I, PART IV, SUPPLEMENTAL INFORMATION. PART I, LINE 3: PMIEF USES THE ACCRUAL METHOD OF ACCOUNTING FOR GRANTS AND OTHER ASSISTANCE. PART II, LINE 1: PMIEF USES THE ACCRUAL METHOD OF ACCOUNTING FOR GRANTS AND OTHER ASSISTANCE. PART III: PMIEF USES THE ACCRUAL METHOD OF ACCOUNTING FOR GRANTS AND OTHER ASSISTANCE. X X X X 1 PURSUANT KETCHUM 5151 BELT LINE RD SUITE 900 DALLAS TX 75254 MULTI-CHANNEL SOLICITATION ON BEHALF OF PMIEF 0 12035 22750 -10715 12035 22750 -10715 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 ASSOCIATION FOR CAREER & TECH EDUCATION 1410 KING STREET ALEXANDRIA VA 22314 520632865 501(C)(3) 147620 N/A N/A GRANTEE WILL DEVELOP AN ONLINE COURSE AND ACCOMPANYING HANDBOOK THAT ENABLE CAREER AND TECHNICAL EDUCATION ADMINISTRATORS TO BUILD THEIR INSTRUCTIONAL LEADERSHIP CAPACITY TO STRENGTHEN TEACHERS' PROJECT-BASED LEARNING EFFORTS THROUGH PROJECT MANAGEMENT BUCK INSTITUTE FOR EDUCATION 18 COMMERCIAL BOULEVARD NOVATO CA 94949 680160429 501(C)(3) 450000 N/A N/A GRANTEE WILL DEFINE THE ELEMENTS OF HIGH-QUALITY PROJECT-BASED LEARNING THROUGH GLOBALLY DISSEMINATED GUIDELINES AND INDICATORS THAT WILL BE ADOPTED, ADAPTED AND APPLIED WORLDWIDE DESTINATION IMAGINATION 1111 SOUTH UNION AVENUE CHERRY HILL NJ 08002 222415554 501(C)(3) 47000 N/A N/A GRANTEE WILL ASSESS THE DEPTH OF ITS STUDENTS' PROJECT MANAGEMENT KNOWLEDGE AS A RESULT OF PARTICIPATING IN ITS 2015-16 PROJECT-BASED, ACADEMIC CHALLENGES AND USE THE DATA TO INFORM HOW BEST TO STRENGTHEN PROJECT MANAGEMENT INTEGRATION INTO ITS CURRICULA AND FUTURE CHALLENGE ACTIVITIES MEDECINS SAN FRONTIERES USA 333 SEVENTH AVENUE NEW YORK NY 10001 133433452 501(C)(3) 100000 N/A N/A GRANTEE WILL INTEGRATE PROJECT MANAGEMENT WITHIN ITS OPERATIONS WITH PARTICULAR ATTENTION PAID TO ITS MAKING SYSTEMS FUNDAMENTALLY WORK PROGRAM OF PROJECTS SPACE FOUNDATION 4425 ARROWSWEST DRIVE COLORADO SPRINGS CO 80907 311653556 501(C)(3) 192125 N/A N/A GRANTEE WILL CREATE A NEW, PROJECT MANAGEMENT-RICH MARS ROBOTICS LABORATORY FIELD TRIP THAT ENABLES TEACHERS AND STUDENTS TO LEARN PROJECT MANAGEMENT, REACHING AN ESTIMATED 375 SECONDARY SCHOOL STUDENTS AND 15 TEACHERS IN BOTH PIKES PEAK, COLORADO, USA AND PUNE, MAHARASHTRA, INDIA. STOP HUNGER NOW 615 HILLSBOROUGH STREET RALEIGH NC 27603 161541024 501(C)(3) 56875 N/A N/A GRANTEE WILL INTEGRATE PROJECT AND PROGRAM MANAGEMENT WITHIN ITS OPERATIONS TO INCREASE ORGANIZATIONAL CAPACITY FOR FOOD AID DISTRIBUTION PROCESSES IN TARGETED DISTRIBUTION REGIONS US FUND FOR UNICEF 125 MAIDEN LANE NEW YORK NY 10038 131760110 501(C)(3) 182700 N/A N/A GRANTEEE WILL INTEGRATE PROJECT AND PROGRAM MANAGEMENT WITHIN ITS OPERATIONS TO INCREASE ORGANIZATIONAL CAPACITY TO SAVE AND TO PROTECT MORE CHILDREN THROUGH ITS MISSION OF ADVOCATING, EDUCATING AND FUNDRAISING FOR THE UNICEF LIFESAVING PROGRAMS GLOBALLY 7 DONALD S. BARRIE AWARD 1 6014 N/A N/A COMMUNITY ADVANCEMENT THROUGH PROJECT MANAGEMENT AWARD 3 33379 N/A N/A KERZNER AWARD FOR EXCELLENCE IN PROJECT MANAGEMENT 1 5074 N/A N/A JAMES R. SNYDER INTERNATIONAL STUDENT PAPER OF THE YEAR AWARD 1 4319 N/A N/A BISHOP KLOCH MEMORIAL SCHOLARSHIP 1 2500 N/A N/A CHARLES LOPINSKY MEMORIAL SCHOLARSHIP 1 3000 N/A N/A CLAYMAN C MYERS JR MEMORIAL SCHOLARSHIP 1 2000 N/A N/A DR. LORAN WALKER PMP MEMORIAL SCHOLARSHIP 1 2000 N/A N/A DWARAKA R IYENGAR PMI DALLAS CHAPTER AREA SCHOLARSHIP 1 2500 N/A N/A ERIC JENETT PROFESSIONAL DEVELOPMENT SCHOLARSHIP FUND 1 1250 N/A N/A GAYLORD CHRISTLE SCHOLARSHIP 1 3000 N/A N/A GEORGE PATTON MEMORIAL SCHOLARSHIP 3 5645 N/A N/A JAMES RANKIN MEMORIAL SCHOLARSHIP 1 2500 N/A N/A MATTHEW H PARRY MEMORIAL SCHOLARSHIP 1 1910 N/A N/A PMI ALASKA CHAPTER MILESTONE SCHOLARSHIP 1 1951 N/A N/A PMI ALASKA CHAPTER SCHOLARSHIP 1 2500 N/A N/A PMI ATLANTA CHAPTER MILESTONE SCHOLARSHIP 2 2734 N/A N/A PMI ATLANTA CHAPTER SCHOLARSHIP 1 1500 N/A N/A PMI BUFFALO CHAPTER SCHOLARSHIP 1 2500 N/A N/A PMI CENTRAL IOWA CHAPTER SCHOLARSHIP 2 5000 N/A N/A PMI COASTAL BEND CHAPTER SCHOLARSHIP 3 3000 N/A N/A PMI COLUMBIA RIVER BASIN CHAPTER SCHOLARSHIP 1 2000 N/A N/A PMI EASTERN IOWA CHAPTER SCHOLARSHIP 1 1000 N/A N/A PMI ERIC JENETT FOUNDERS SCHOLARSHIP 1 2000 N/A N/A PMI ERIC JENETT MEMORIAL FELLOWS SCHOLARSHIP 1 2000 N/A N/A FORMER PMI INFORMATION SYSTEMS COMMUNITY OF PRACTICE GLOBAL SCHOLARSHIP FUND 1 2000 N/A N/A THE PMI PROFESSIONAL DEVELOPMENT SCHOLARSHIP FOR INFORMATION SYSTEMS 1 299 N/A N/A PMI KANSAS CITY MID AMERICA CHAPTER SCHOLARSHIP 2 4000 N/A N/A PMI METROPOLITAN ST LOUIS CHAPTER SCHOLARSHIP 1 1250 N/A N/A PMI MONTANA CHAPTER SCHOLARSHIP 1 1000 N/A N/A PMI NEW YORK CITY CHAPTER MILESTONE SCHOLARSHIP 2 2196 N/A N/A PMI NEW YORK CITY CHAPTER SCHOLARSHIP 2 2000 N/A N/A PMI NORTH CAROLINA CHAPTER SCHOLARSHIP 1 2500 N/A N/A PMI NORTHEAST OHIO CHAPTER SCHOLARSHIP 1 2000 N/A N/A PMI PORTLAND CHAPTER SCHOLARSHIP 2 2000 N/A N/A THE PMI PROFESSIONAL DEVELOPMENT SCHOLARSHIP FOR INFORMATION SYSTEMS 1 1210 N/A N/A THE PMI PROFESSIONAL DEVELOPMENT SCHOLARSHIP FOR LEARNING EDUCATION AND DEVELOPMENT 1 1000 N/A N/A THE PMI PROFESSIONAL DEVELOPMENT SCHOLARSHIP FOR PHARMACEUTICAL 1 995 N/A N/A THE PMI PROFESSIONAL DEVELOPMENT SCHOLARSHIP FOR PROJECT MANAGEMENT CONSULTING 2 2189 N/A N/A THE PMI PROFESSIONAL DEVELOPMENT SCHOLARSHIP FOR UTILITY INDUSTRY 1 1400 N/A N/A PMI SAN DIEGO CHAPTER MILESTONE SCHOLARSHIP 1 1599 N/A N/A PMI SILVER SPRING CHAPTER SCHOLARSHIP 2 2000 N/A N/A PMI SOUTH FLORIDA CHAPTER MILESTONE SCHOLARSHIP 2 2145 N/A N/A PMI SYRACUSE CHAPTER MILESTONE SCHOLARSHIP 1 2500 N/A N/A PMI TAMPA BAY CHAPTER EDUCATION FUND 3 3000 N/A N/A PMI TULSA CHAPTER SCHOLARSHIP 3 4500 N/A N/A PMIEF ACADEMIC SCHOLARSHIP 4 5969 N/A N/A RANZY GAMMAL MEMORIAL SCHOLARSHIP 1 1500 N/A N/A RAY PIPER GLOBAL PROJECT MANAGEMENT EDUCATION SCHOLARSHIP 1 1000 N/A N/A ROBERT YOURZAK SCHOLARSHIP AWARD 1 2000 N/A N/A PMI SAN DIEGO CHAPTER PROFESSIONAL DEVELOPMENT SCHOLARSHIP 2 2625 N/A N/A THE PMI ACADEMIC SCHOLARSHIP FOR QUALITY 1 1500 N/A N/A WAYNE K LATHAM PROJECT MANAGEMENT SCHOLARSHIP 1 2500 N/A N/A DR HAROLD KERZNER SCHOLARSHIPS 4 27845 N/A N/A PART I, LINE 2: SCHOLARSHIP GUIDELINES INTRODUCTION THE PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION ACADEMIC SCHOLARSHIP PROGRAM IS DESIGNED TO FINANCIALLY ASSIST QUALIFIED APPLICANTS IN OBTAINING DEGREES FROM ACCREDITED ACADEMIC INSTITUTIONS OF HIGHER LEARNING IN THE FIELD OF PROJECT MANAGEMENT OR ANY FIELD WITH ANY RELATION TO PROJECT MANAGEMENT. THE PROGRAM IS OPEN TO ANY STUDENT PREPARING TO ENTER OR ALREADY ATTENDING AN ACCREDITED DEGREE-GRANTING COLLEGE OR UNIVERSITY AND PURSUING A BACHELOR, MASTERS OR DOCTORAL DEGREE. THE SCHOLARSHIPS ARE AWARDED BASED ON MERIT AS MEASURED BY ACADEMIC PERFORMANCE AND EXTRACURRICULAR ACTIVITIES. THE APPLICANT'S INTENDED FIELD OF STUDY IS ALSO CONSIDERED IN THE EVALUATION PROCESS WITH PREFERENCE GIVEN TO THOSE CANDIDATES PURSUING A DEGREE IN PROJECT MANAGEMENT OR A DIRECTLY RELATED FIELD OF STUDY. INSTRUCTIONS 1. SCHOLARSHIPS ARE LIMITED TO USE AT AN ACCREDITED DEGREE GRANTING INSTITUTION OF HIGHER LEARNING. 2. CANDIDATES APPLYING FOR MORE THAN ONE SCHOLARSHIP SUBMIT ONE APPLICATION FORM FOR ALL SCHOLARSHIPS, INCLUDING THE TWO ESSAYS WHICH CAN BE FOUND IN THE APPLICATION FORM. ANY CANDIDATE SELECTED FOR AN AWARD WILL RECEIVE ONLY ONE SCHOLARSHIP ANNUALLY. 3. ONLY ONE COPY OF THE OFFICIAL TRANSCRIPT, RESUME AND REFERENCE LETTERS NEEDS TO BE PROVIDED, EVEN IF CANDIDATES ARE APPLYING FOR MORE THAN ONE SCHOLARSHIP. 4. SCHOLARSHIPS ARE PAID DIRECTLY TO THE CANDIDATE BASED ON WRITTEN ACKNOWLEDGEMENT THAT THE SCHOLARSHIP AWARD WILL BE USED FOR THE INTENDED PURPOSE. 5. SCHOLARSHIPS ARE OPEN TO ANY STUDENT ENTERING OR ATTENDING AN ACCREDITED DEGREE GRANTING INSTITUTION. EVIDENCE OF ENROLLMENT IS REQUIRED. 6. FULL-TIME AND PART-TIME STUDIES ARE BOTH ELIGIBLE FOR CONSIDERATION. 7. PROJECT MANAGEMENT INSTITUTE (PMI) MEMBERS HOLDING ELECTED OR APPOINTED OFFICES AT THE GLOBAL PMI LEVEL, PMI EDUCATIONAL FOUNDATION BOARD DIRECTORS AND PMI EMPLOYEES, ALONG WITH MEMBERS OF THEIR IMMEDIATE FAMILY (REGARDLESS OF MEMBERSHIP IN PMI) ARE NOT ELIGIBLE FOR THESE SCHOLARSHIPS. 8. APPLICATION DEADLINE IS MAY 1ST EACH YEAR; AWARD RECIPIENT(S) WILL BE NOTIFIED IN AUGUST. THE SCHOLARSHIPS WILL BE AWARDED NO LATER THAN SEPTEMBER. 9. ALL SCHOLARSHIPS ARE SUBJECT TO ANNUAL FUNDS AVAILABILITY THROUGH DIRECT DONATIONS OR THROUGH ACTUAL AND/OR ACCRUED INTEREST EARNINGS FROM ENDOWMENTS. 10. SCHOLARSHIPS WILL BE AWARDED WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, AGE, OR STATE OF PHYSICAL HANDICAP. APPLICATION PROCESS ALL APPLICATION MATERIALS SHOULD BE SENT TO THE PMI EDUCATIONAL FOUNDATION, 14 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073-3299, USA. - A COMPLETED APPLICATION FORM - TWO ESSAYS DESCRIBING WHY THE CANDIDATE WANTS TO BE A PROJECT MANAGER AND HOW A CODE OF ETHICS IS IMPORTANT TO PROJECT MANAGEMENT. - THE LATEST AVAILABLE OFFICIAL HIGH SCHOOL TRANSCRIPT AND/OR, IF APPLICABLE, THE LATEST AVAILABLE OFFICIAL COLLEGE TRANSCRIPT. - A RESUME OUTLINING EDUCATIONAL BACKGROUND, WORK EXPERIENCE, CO-CURRICULAR AND EXTRACURRICULAR ACTIVITIES. - ONE LETTER OF REFERENCE (WHO ARE NOT RELATIVES OF THE CANDIDATE) THAT ADDRESS THE SUITABILITY OF THE CANDIDATE FOR THE AWARD, NATURE OF THE RELATIONSHIP WITH THE CANDIDATE AND LENGTH OF TIME OF THE RELATIONSHIP. ALL MATERIALS SUBMITTED FOR CONSIDERATION FOR A SCHOLARSHIP AUTOMATICALLY BECOME THE PHYSICAL PROPERTY OF PMI EDUCATIONAL FOUNDATION AND WILL NOT BE RETURNED TO THE SENDER. THEY WILL NOT BE USED BY THE FOUNDATION FOR ANY PURPOSE EXCEPT TO HELP DETERMINE WHO RECEIVES A SCHOLARSHIP FOR ANY GIVEN ACADEMIC YEAR. CANDIDATE EVALUATION AND SELECTION 1. THE PMIEF WILL PROVIDE A SCHOLARSHIP EVALUATION AND SELECTION COMMITTEE, AN IMPARTIAL PANEL OF NO LESS THAN THREE APPROPRIATELY QUALIFIED AND TRAINED SCHOLARSHIP JUDGES COMPRISED OF PROJECT MANAGEMENT PRACTITIONERS, ACADEMICS, AND OTHERS. 2. ALL DECISIONS OF THE PMI EDUCATIONAL FOUNDATION AND ITS SCHOLARSHIP EVALUATION AND SELECTION COMMITTEE ARE FINAL. 3. PREFERENCE WILL BE GIVEN TO THE CANDIDATE WHO WILL BE OR IS PURSUING A DEGREE IN THE FIELD OF PROJECT MANAGEMENT OR A DIRECTLY RELATED FIELD. 4. PREFERENCE WILL BE GIVEN TO THE CANDIDATE WITH THE BEST COMBINATION OF ACADEMIC, CO-CURRICULAR AND EXTRACURRICULAR PERFORMANCE, WITH THE HIGHEST POTENTIAL FOR ACADEMIC SUCCESS. NOTIFICATION 1. DESCRIPTIONS OF ALL SCHOLARSHIPS WILL BE PUBLISHED ON THE PMI EDUCATIONAL FOUNDATION WEBSITE. 2. THE SCHOLARSHIP CANDIDATE SELECTION PROCESS IS AVAILABLE FROM THE PMI EDUCATIONAL FOUNDATION UPON REQUEST. 3. THE NAME(S) OF SCHOLARSHIP RECIPIENT(S) WILL BE PUBLISHED ON THE PMI EDUCATIONAL FOUNDATION WEBSITE AND IN PMI PUBLICATIONS AS APPROPRIATE. THE FOUNDATION CONDUCTS IN-DEPTH VETTING PRIOR TO AWARDING GRANTS TO U.S. NONPROFITS TO DETERMINE THEIR RECORD OF ACCOMPLISHMENT, INCLUDING OTHER GRANTMAKING ENTITIES THAT HAVE AWARDED FUNDS TO THEM, THE AMOUNT OF THOSE FUNDS, AND THE OUTCOMES OF THEIR GRANT-FUNDED INITIATIVES. IN ADDITION, WE REQUIRE SUBMISSION OF THESE NONPROFITS' MOST RECENTLY AUDITED FINANCIALS, ORGANIZATIONAL BUDGET, AND LIST OF FUNDERS BY YEAR WITH DOLLAR AMOUNT. THESE PROCEDURES ALLOW US TO ASSESS THE LIKELIHOOD THAT THOSE THAT RECEIVE OUR GRANTS WILL USE THE FUNDS FOR THE PURPOSES AGREED UPON AND FULFILL THE REQUIREMENTS OF THE GRANT AGREEMENT. WE MONITOR THE USE OF GRANT FUNDS THROUGHOUT THE GRANT PERIOD BY REQUIRING INTERIM REPORTS THAT INCLUDE AN ACCOUNTING OF GRANT-RELATED EXPENDITURES AGAINST THE GRANT BUDGET. THIS ALLOWS US TO ASSESS IF AND WHERE DISCREPANCIES MAY BE EVIDENT IN ANTICIPATED VERSUS ACTUAL USE OF FUNDS. THE INTERIM REPORTS MUST PRECEDE DISBURSEMENT OF REMAINING GRANT DOLLARS. IF NECESSARY, THEN WE COLLABORATE WITH NONPROFITS TO MODIFY GRANT BUDGET LINE ITEMS AS TO ENSURE THE FUNDED WORK WILL BE COMPLETED. MOREOVER, WE ARE IN ONGOING COMMUNICATION WITH THE NONPROFITS THAT RECEIVE OUR GRANTS, EVEN OUTSIDE OF REPORTING PERIODS, AND THIS ALLOWS US TO CAREFULLY MONITOR GRANT EXPENDITURES. THIS INCLUDES SITE VISITS WHEN APPROPRIATE. 0 1 0 0 0 0 0 0 0 MICHAEL DEPRISCO COO 0 199792 0 33453 0 2516 0 16404 0 31491 0 283656 0 0 MARK LANGLEY PRESIDENT & CEO, PMI, NON-VOTING EXE 0 615602 0 227053 0 42271 0 313220 0 34212 0 1232358 0 0 PART I, LINE 4B MARK LANGLEY, PROJECT MANAGEMENT INSTITUTE, PRESIDENT & CEO - $294,670 2016 ACCRUAL UNDER 457F COMPENSATION PLAN FORM 990, PART VI, SECTION B, LINE 11B 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. FORM 990, PART VI, SECTION B, LINE 12C THE PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION (PMIEF) CONFLICT OF INTEREST (COI) POLICY REQUIRES THAT THE QUESTIONNAIRE AND CERTIFICATION BE COMPLETED ACCURATELY ON AN ANNUAL BASIS AND RETURNED TO THE SPONSOR AT PMIEF HEADQUARTERS. (THE QUESTIONNAIRE SHOULD BE UPDATED DURING THE YEAR IF CIRCUMSTANCES CHANGE SUBSTANTIALLY.) PMIEF MEMBER AND NON-MEMBER VOLUNTEERS AND STAFF MEMBERS ARE EXPECTED TO BE AWARE OF ALL CORPORATE, PERSONAL, AND FAMILY BUSINESS INTERESTS AND RELATIONSHIPS THAT MAY INVOLVE OR RELATE TO PMIEF IN ANY WAY. PMIEF MEMBER AND NON-MEMBER VOLUNTEERS AND STAFF MUST OPENLY AND ACCURATELY REVEAL THESE INTERESTS AND RELATIONSHIPS TO PMIEF IN THE QUESTIONNAIRE; AND MUST COMPLY WITH ALL PMIEF POLICIES AND REQUIREMENTS CONCERNING ETHICS, CONFLICTS OF INTEREST, AND RELATED MATTERS. UPON REQUEST, PMIEF CAN PROVIDE A LIST OF COMPANIES, ORGANIZATIONS, AND INDIVIDUALS WITH WHOM THE INSTITUTE HAS, OR IS CONSIDERING, A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION (PMIEF) HAS NO EMPLOYEES AND DOES NOT COMPENSATE ANY LISTED PERSONS. HOWEVER, MARK LANGLEY, PROJECT MANAGEMENT INSTITUTE PRESIDENT AND CEO, WAS COMPENSATED BY A RELATED ORGANIZATION, PROJECT MANAGEMENT INSTITUTE (PMI). 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 ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SOME GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G GENERAL CONSULTING FEES NOT INCLUDED ON LINES 11A - 11F: PROGRAM SERVICE EXPENSES 469,549. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 332,606. TOTAL EXPENSES 802,155. FORM 990, PART XI, LINE 9: UNAMORTIZED DISCOUNT - GRANTS PAYABLE 1,172. FORM 990, PART XII, LINE 2C, AUDIT COMMITTEE: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. 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