2025-11-17T18:59:43-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-01-01 231887442 PROJECT MANAGEMENT INSTITUTE INC PROJ 6103564600 18 CAMPUS BOULEVARD 150 NEWTOWN SQUARE PA 19073 JANINE VAN STADEN CHIEF FINANCIAL OFFICER 6103564600 2025-11-17 1 0 SCOTT THOMPSETT P00741490 2125990100 2024 2025-03-06 01:10:19Z PIERRE LE MANH 18 CAMPUS BOULEVARD 150 NEWTOWN SQUARE PA 19073 767347446 0 3735 X WWW.PMI.ORG X 1969 PA SEE SCHEDULE O 11 11 640 13122 3172049 2079658 0 0 352620939 324545133 20837255 46722854 18540551 19150635 391998745 390418622 10381800 12174768 0 0 107674480 107093502 0 0 0 242934513 226472447 360990793 345740717 31007952 44677905 689388130 744531190 132128833 140253992 557259297 604277198 X OUR MISSION: WE ARE A COMMUNITY CREATING THE PRODUCTS, SERVICES AND EXPERIENCES THAT POWER PROJECT SUCCESS. OUR VISION: A WORLD WHERE EVERY PROJECT LIVES UP TO ITS FULL POTENTIAL FOR POSITIVE IMPACT. 0 0 SEE SCHEDULE O MEMBERSHIP - PMI IS THE WORLD'S LEADING ASSOCIATION FOR THE PROJECT MANAGEMENT PROFESSION, WITH MORE THAN 740,000 TOTAL MEMBERS IN MORE THAN 215 COUNTRIES AND TERRITORIES. PMI WORKS IN NEARLY EVERY COUNTRY AROUND THE WORLD TO ADVANCE CAREERS, IMPROVE ORGANIZATIONAL SUCCESS AND FURTHER MATURE THE PROJECT MANAGEMENT PROFESSION. MEMBERS HAVE ACCESS TO GLOBALLY-RECOGNIZED STANDARDS AND CERTIFICATIONS, COMMUNITIES, RESOURCES, TOOLS, ACADEMIC RESEARCH, EVENTS, PUBLICATIONS, PROFESSIONAL DEVELOPMENT COURSES, AND NETWORKING OPPORTUNITIES. ADDITIONALLY, MEMBERS RECEIVE DISCOUNTS ON PMI CREDENTIAL EXAMS AND CERTIFICATION RENEWAL FEES. SEE SCHEDULE O 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 127 0 1 640 1 1 1 1 AS BE CA CH IN SN AE UK 0 0 0 0 1 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN KY LA ME MD MA MI MN MS MO MT NV NH NJ NM NY NC ND OH OR RI SC SD TN TX VT VA WV WI WY X MIKE MARKMAN 6103564600 18 CAMPUS BOULEVARD SUITE 150 NEWTOWN SQUARE PA 190733299 LUANN PICCARD CHAIR 6.00 0.00 X X 0 0 0 DIANE ALSING DIRECTOR 6.00 0.00 X 0 0 0 SARINA ARCARI DIRECTOR 6.00 0.00 X 0 0 0 TOM BLOEMERS DIRECTOR 6.00 0.00 X 0 0 0 LYNN A KEEYS DIRECTOR (THRU 12/1/2024) 6.00 0.00 X 0 0 0 PATRICK LUCEY DIRECTOR (AS OF 01/2024) 6.00 0.00 X 0 0 0 LISSA MUNCER DIRECTOR (AS OF 01/2024) 6.00 0.00 X 0 0 0 VANINA MANGANO DIRECTOR (AS OF 01/2024) 6.00 0.00 X 0 0 0 IKE NWANKWO DIRECTOR 6.00 0.00 X 0 0 0 LYNN SHANNON DIRECTOR 6.00 0.00 X 0 0 0 JENNIFER THARP DIRECTOR 6.00 0.00 X 0 0 0 GALEN TOWNSON DIRECTOR 6.00 0.00 X 0 0 0 PIERRE LE MANH PRESIDENT & CEO 50.00 5.00 X 1581999 0 32383 DANIEL CONRAD VP, GENERAL COUNSEL & CORP SEC 50.00 0.00 X 540535 0 36758 JANINE VAN STADEN CHIEF FINANCIAL OFFICER & TREAS. 50.00 0.00 X 436746 0 33199 DOROTHY MCKELVY VP, GLOBAL TALENT 50.00 0.00 X 519148 0 30748 YONG TAO CHEN MANAGING DIRECTOR, CHINA 50.00 0.00 X 0 562685 144020 MARK BROOME CHIEF PRODUCT OFFICER 50.00 0.00 X 575337 0 43327 ABDULLAH S WRIGHT CHIEF STRATEGY OFFICER 50.00 0.00 X 515165 0 48054 JOHANNES HEINLEIN CHIEF GROWTH OFFICER 50.00 0.00 X 477888 0 53640 BRANTLEE UNDERHILL CHIEF COMMUNITY OFFICER 50.00 0.00 X 515613 0 49433 MARJORIE H GORDON FORMER OFFICER 0.00 0.00 X 300852 0 29825 ANA AJOSE FORMER OFFICER 0.00 0.00 X 318407 0 23305 SIERRA HAMPTON-SIMMONS FORMER KEY EMPLOYEE 0.00 0.00 X 407372 0 45430 6189062 562685 570122 400 1 1 0 NCS PEARSON INC 5601 GREEN VALLEY DRIVE BLOOMINGTON MN 55437 EXAM ADMINISTRATION 17282146 AKQA INC 44 MONTGOMERY STREET SAN FRANCISCO CA 94104 CONSULTING SERVICES 8579803 VIRTUSA CORPORATION 132 TURNPIKE ROAD SUITE 300 SOUTHBOROUGH MA 01772 CONSULTING SERVICES 7997433 ATA ONLINE (BEIJING) TECHNOLOGY CO LTD BUILDING NO 2 JIANWAI SOHO NO 39 BEIJING CH 100022 EXAM ADMINISTRATION 7918835 MICROSOFT CORPORATION ONE MICROSOFT WAY REDMOND WA 98052 TECHNOLOGY SERVICES 7041292 157 CERTIFICATIONS 611691 196022708 196022708 MEMBERSHIP DUES 611430 88331528 88331528 SEMINARS/SYMPOSIA 611430 33666696 33666696 EDUCATION PARTNERS REVENUE 611430 6104864 6104864 ACCREDITATION REVENUE 611430 344062 344062 75275 75275 324545133 20441559 -229008 20670567 522768 522768 402292960 376011665 26281295 26281295 26281295 4560468 917159 3643309 3643309 COURSEWARE LICENSE FEES 611430 9292344 9292344 ONLINE ADVERTISING 519130 3401057 3401057 0 CORPORATE SPONSORSHIPS 900099 2111743 2111743 179414 179414 14984558 390418622 328188442 3172049 59058131 X 9498073 6216 2670479 3211516 1125191 83938964 5088714 7496350 6232767 4979660 1951868 892866 2934909 50710190 14429084 1746060 20565363 477163 1895596 9757300 13096798 29305 12161038 2566749 382139 CERTIFICATION ADMINISTR 49650093 CREDIT CARD FEES 8607277 TEMP STAFF 7888529 BOOK PRINT AND PUBLISHI 3443116 18307344 345740717 40008071 27988116 812896 6624147 26326510 19622153 960905 512003 8841090 11308066 14544810 12897324 2844215 1647486 436350613 481070375 162366391 183894388 9145630 7955927 1731809 3908529 689388130 744531190 54717191 52078832 76135505 82112766 1276137 6062394 132128833 140253992 X 555775865 603045655 1483432 1231543 557259297 604277198 689388130 744531190 44677905 4390317 -262291 -1788029 0 X 0 1 X 1 0 0 1 0 198949 180550 18399 1406953 1340374 66579 12938908 11376400 1562508 1647486 ALTERNATIVE INVESTMENTS 183894388 F 183894388 INTERCOMPANY PAYABLE 2960097 LEASE LIABILITIES 1847818 DEFERRED TAX LIABILITIES 859018 OTHER LIABILITIES 395461 6062394 X PART X, LINE 2: THE FOLLOWING IS THE FOOTNOTE TO THE AUDITED FINANCIAL STATEMENTS: THE INSTITUTE IS EXEMPT FROM U.S. FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC) AND EXEMPT FROM PENNSYLVANIA INCOME TAXES. REVENUE GENERATED FROM THE INSTITUTE'S ADVERTISING AND SALES OF MEMBERSHIP MAILING LISTS ARE NOT CONSIDERED PROGRAM ACTIVITY REVENUE BY THE INTERNAL REVENUE SERVICE. THIS TYPE OF INCOME IS CLASSIFIED AS UNRELATED BUSINESS INCOME AND MAY BE SUBJECT TO INCOME TAX. MANAGEMENT EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED 31 DECEMBER 2024 AND 2023. THE INSTITUTE FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE U.S. FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2021. 1 SOUTH ASIA 0 41 PROGRAM SERVICES PROGRAM AND SUPPORTING EVENTS 403901 EAST ASIA AND THE PACIFIC 0 41 PROGRAM SERVICES PROGRAM AND SUPPORTING EVENTS 22090277 NORTH AMERICA 0 7 PROGRAM SERVICES PROGRAM AND SUPPORTING EVENTS 2893467 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 54 PROGRAM SERVICES PROGRAM AND SUPPORTING EVENTS 6826877 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 13 PROGRAM SERVICES PROGRAM AND SUPPORTING EVENTS 3119424 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 15 PROGRAM SERVICES PROGRAM AND SUPPORTING EVENTS 984175 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 8 PROGRAM SERVICES PROGRAM AND SUPPORTING EVENTS 1017699 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES PROGRAM AND SUPPORTING EVENTS 294910 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 PROGRAM SERVICES PROGRAM AND SUPPORTING EVENTS 3202 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTMAKING 616482 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 946556 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING 342447 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTMAKING 128420 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 GRANTMAKING 30789 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 317697 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTMAKING 160051 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTMAKING 64744 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTMAKING 63294 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 87157621 0 179 0 0 0 179 37630730 89831303 127462033 EAST ASIA AND THE PACIFIC GENERAL SUPPORT 8282 CHECK/WIRE 0 SOUTH AMERICA GENERAL SUPPORT 6551 CHECK/WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) GENERAL SUPPORT 6094 CHECK/WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) GENERAL SUPPORT 9385 CHECK/WIRE 0 SOUTH AMERICA GENERAL SUPPORT 9180 CHECK/WIRE 0 SUB-SAHARAN AFRICA GENERAL SUPPORT 7000 CHECK/WIRE 0 SOUTH AMERICA GENERAL SUPPORT 7100 CHECK/WIRE 0 SOUTH AMERICA GENERAL SUPPORT 9457 CHECK/WIRE 0 RUSSIA AND NEIGHBORING STATES GENERAL SUPPORT 10189 CHECK/WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) GENERAL SUPPORT 308613 CHECK/WIRE 0 SOUTH AMERICA GENERAL SUPPORT 10600 CHECK/WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) GENERAL SUPPORT 9150 CHECK/WIRE 0 SOUTH AMERICA GENERAL SUPPORT 10600 CHECK/WIRE 0 NORTH AMERICA GENERAL SUPPORT 10080 CHECK/WIRE 0 SOUTH ASIA GENERAL SUPPORT 10285 CHECK/WIRE 0 SOUTH ASIA GENERAL SUPPORT 10500 CHECK/WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) GENERAL 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ICELAND AND GREENLAND) GENERAL SUPPORT 19907 CHECK/WIRE 0 NORTH AMERICA GENERAL SUPPORT 8700 CHECK/WIRE 0 EAST ASIA AND THE PACIFIC GENERAL SUPPORT 14894 CHECK/WIRE 0 SOUTH ASIA GENERAL SUPPORT 12511 CHECK/WIRE 0 EAST ASIA AND THE PACIFIC GENERAL SUPPORT 9800 CHECK/WIRE 0 SUB-SAHARAN AFRICA GENERAL SUPPORT 7000 CHECK/WIRE 0 SUB-SAHARAN AFRICA GENERAL SUPPORT 7000 CHECK/WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) GENERAL SUPPORT 7500 CHECK/WIRE 0 NORTH AMERICA GENERAL SUPPORT 7614 CHECK/WIRE 0 NORTH AMERICA GENERAL SUPPORT 8200 CHECK/WIRE 0 NORTH AMERICA GENERAL SUPPORT 7700 CHECK/WIRE 0 0 179 1 0 1 0 1 1 PART I, LINE 2: PROJECT MANAGEMENT INSTITUTE ("PMI") HAD 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 REPORTS TO THEIR ASSIGNED LIAISON AND TO THE PMI ACADEMIC RESOURCES TEAM. PART I, LINE 3: PROJECT MANAGEMENT INSTITUTE ("PMI") FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING TO RECORD EXPENDITURES PER REGION AND MARKET VALUE OF INVESTMENTS PER REGION. PART IV PMI INVESTS IN DOMESTIC AND FOREIGN LIMTED PARTNERSHIPS THAT MAY OWN INTERESTS IN A FOREIGN CORPORATION, PASSIVE INVESTMENT COMPANY, OR FOREIGN PARTNERSHIPS. NEVERTHELESS, PMI'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926S, 5471S, 8621 OR 8865. IN ADDITION, PMI IS THE PARENT ORGANIZTION TO VARIOUS FOREIGN SUBSIDIARIES FOR WHICH 8858 OR 5471S MAY BE REQUIRED. TO THE EXTENT ANY OF THESE FORMS ARE COMPLETED, THEY HAVE BEEN FILED WITH THE ORGANIZATION'S FORM 990-T. 1 AGILE ALLIANCE 18 CAMPUS BOULEVARD SUITE 150 NEWTOWN SQUARE PA 19073 364485515 501(C)(6) 21198 0 GENERAL SUPPORT ALAMO CHAPTER 7113 SAN PEDRO AVE PMB 203 SAN ANTONIO TX 78250 743010608 501(C)(6) 7790 0 GENERAL SUPPORT ALASKA CHAPTER 5480 EAST 99TH AVE ANCHORAGE AK 99509 920161018 501(C)(6) 8700 0 GENERAL SUPPORT ATLANTA CHAPTER 4780 ASHFORD DUNWOODY RD SUITE 540 308 ATLANTA GA 30319 581898905 501(C)(6) 8840 0 GENERAL SUPPORT AUGUSTA AIKEN CHAPTER 4145 MULLIKIN RD EVANS GA 308094805 582596772 501(C)(6) 6542 0 GENERAL SUPPORT AUSTIN CHAPTER 3267 BEE CAVES RD SUITE 107 BOX 126 AUSTIN TX 78746 742636247 501(C)(6) 8760 0 GENERAL SUPPORT BALTIMORE CHAPTER PO BOX 460 ANNAPOLIS JUNCTION MD 207010460 522289630 501(C)(6) 7600 0 GENERAL SUPPORT BATON ROUGE LA CHAPTER 9141 ROSE PL BATON ROUGE LA 708095502 721342912 501(C)(6) 8700 0 GENERAL SUPPORT BINGHAMTON NY CHAPTER 32 ALPINE DR APALACHIN NY 137324030 510441068 501(C)(6) 8200 0 GENERAL SUPPORT BUFFALO NY CHAPTER 528 WEST FERRY STREET BUFFALO NY 142202503 161484346 501(C)(6) 6747 0 GENERAL SUPPORT CALIFORNIA CENTRAL COAST CHAPTER 587 N VENTU PARK RD SUITE E224 NEWBURY PARK CA 91320 770531116 501(C)(6) 7700 0 GENERAL SUPPORT CALIFORNIA CENTRAL VALLEY CHAPTER 3250 W PRYOR AVE FRESNO CA 937107602 274236739 501(C)(6) 7700 0 GENERAL SUPPORT CALUMET CHAPTER PO BOX 399 SCHERERVILLE IN 463750399 352120619 501(C)(6) 6797 0 GENERAL SUPPORT CAROLINA CHAPTER 401 HAWTHORNE LANE SUITE 110 300 CHARLOTTE NC 282042358 562214886 501(C)(6) 8015 0 GENERAL SUPPORT CENTRAL ALABAMA CHAPTER 8339 DOGWOOD LN MORRIS AL 351161302 631148971 501(C)(6) 7700 0 GENERAL SUPPORT CENTRAL FLORIDA CHAPTER 465 S ORLANDO AVE 206 MAITLAND FL 327515654 593254324 501(C)(6) 5030 0 GENERAL SUPPORT CENTRAL ILLINOIS CHAPTER PO BOX 1449 BLOOMINGTON IL 61702 371372145 501(C)(6) 6700 0 GENERAL SUPPORT CENTRAL INDIANA CHAPTER 12175 VISIONARY WAY SUITE 1220 FISHERS IN 46038 352125720 501(C)(6) 8735 0 GENERAL SUPPORT CENTRAL MASS CHAPTER 290 TURNPIKE RD SUITE 6 BOX 150 WESTBOROUGH MA 01581 050529824 501(C)(6) 7700 0 GENERAL SUPPORT CENTRAL MISSISSIPPI CHAPTER PO BOX 2452 RIDGELAND MS 391582452 900712893 501(C)(6) 6600 0 GENERAL SUPPORT CENTRAL OHIO CHAPTER PO BOX 163611 COLUMBUS OH 432163611 020555888 501(C)(6) 8700 0 GENERAL SUPPORT CENTRAL VIRGINIA CHAPTER 3420 PUMP RD 288 HENRICO VA 232331111 541801626 501(C)(6) 8700 0 GENERAL SUPPORT CHAMPLAIN VALLEY VT CHAPTER 1375 MAPLE TREE PLACE 1003 WILLISTON VT 05495 030368423 501(C)(6) 7700 0 GENERAL SUPPORT CHARLESTON SC CHAPTER 510 BARFIELD DRIVE SUMMERVILLE SC 29485 571095146 501(C)(6) 9031 0 GENERAL SUPPORT CHATTANOOGA CHAPTER 518 SEMI CIR CHATTANOOGA TN 374154708 562336139 501(C)(6) 9225 0 GENERAL SUPPORT CHICAGOLAND CHAPTER 8745 W HIGGINS ROAD SUITE 110 CHICAGO IL 60631 364407345 501(C)(6) 7735 0 GENERAL SUPPORT COASTAL BEND CHAPTER 4833 SARATOGA BLVD 233 CORPUS CHRISTI TX 784132213 742981863 501(C)(6) 5400 0 GENERAL SUPPORT COLUMBIA RIVER BASIN CHAPTER PO BOX 1114 RICHLAND WA 99352 912096339 501(C)(6) 8700 0 GENERAL SUPPORT COLUMBUS GEORGIA CHAPTER 7057 VININGS WAY COLUMBUS GA 319075771 580428355 501(C)(6) 8200 0 GENERAL SUPPORT CONCORDIA SUMMIT INC 134 E 40TH STREET FLOOR 5 NEW YORK NY 10016 275121564 501(C)(3) 100000 0 GENERAL SUPPORT DALLAS CHAPTER PO BOX 251231 PLANO TX 750251231 352189954 501(C)(6) 8880 0 GENERAL SUPPORT DAYTONMIAMI VALLEY OHIO CHAPTER 10200 KEITHSHIRE CT MIAMISBURG OH 453427263 320009402 501(C)(6) 6600 0 GENERAL SUPPORT EAST TENNESSEE CHAPTER 1533 BOTSFORD DR KNOXVILLE TN 379228049 621845881 501(C)(6) 8700 0 GENERAL SUPPORT EASTERN IDAHO CHAPTER PO BOX 51371 IDAHO FALLS ID 834051371 820427536 501(C)(6) 7700 0 GENERAL SUPPORT EASTERN IOWA CHAPTER PO BOX 1811 CEDAR RAPIDS IA 524061811 421458095 501(C)(6) 7700 0 GENERAL SUPPORT EMERALD COAST FL CHAPTER PO BOX 6302 NAVARRE FL 325661902 264081409 501(C)(6) 8200 0 GENERAL SUPPORT ERIE PA CHAPTER 2705 LOVELAND AVE ERIE PA 165062453 200069128 501(C)(6) 9200 0 GENERAL SUPPORT FLORIDA SUNCOAST CHAPTER 500 TRINITY LANE N UNIT 6210 ST PETERSBURG FL 33716 593427306 501(C)(6) 7700 0 GENERAL SUPPORT FORT WORTH CHAPTER 1517 POSTBRIDGE CT ARLINGTON TX 76012 752916952 501(C)(6) 7700 0 GENERAL SUPPORT FOUNDATION FOR GLOBAL COMPACT 685 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 161756484 501(C)(3) 112500 0 GENERAL SUPPORT GREAT LAKES CHAPTER PO BOX 99463 TROY MI 480999463 382909930 501(C)(6) 7700 0 GENERAL SUPPORT HAMPTON ROADS CHAPTER 2400 TORO CT VIRGINIA BEACH VA 234564220 912166877 501(C)(6) 7630 0 GENERAL SUPPORT HARRISBURG UNIVERSITY OF SCIENCE AND TECHNOLOGY 326 MARKET STREET HARRISBURG PA 17101 251900793 501(C)(3) 8000 0 GENERAL SUPPORT HOUSTON CHAPTER 1321 ANTOINE DRIVE HOUSTON TX 77055 760298696 501(C)(6) 13821 0 GENERAL SUPPORT INLAND NORTHWEST CHAPTER PO BOX 694 VERADALE WA 99037 912071863 501(C)(6) 8100 0 GENERAL SUPPORT KANSAS CITY MID-AMERICA CHAPTER 1221 W 103RD ST ST 151 KANSAS CITY MO 64114 431680507 501(C)(6) 7600 0 GENERAL SUPPORT KENTUCKIANA CHAPTER 2158 BARINGER AVE LOUISVILLE KY 402041404 311492175 501(C)(6) 7200 0 GENERAL SUPPORT KENTUCKY BLUEGRASS CHAPTER 2269 CAMBERLING DR LEXINGTON KY 40515 611378159 501(C)(6) 9186 0 GENERAL SUPPORT LA CROSSE - ROCHESTER CHAPTER PO BOX 26 LA CROSSE WI 54601 810579148 501(C)(6) 8200 0 GENERAL SUPPORT LONG ISLAND NY CHAPTER 8301 APPALACHIAN RIDGE RD BOYNTON BEACH FL 334733502 113535280 501(C)(6) 6000 0 GENERAL SUPPORT LOS ANGELES CHAPTER 8001 YORKTOWN PL LA PALMA CA 906232177 954185105 501(C)(6) 13760 0 GENERAL SUPPORT MASS BAY CHAPTER 465 WAVERLEY OAK ROAD SUITE 421 WALTHAM MA 024528498 043531625 501(C)(6) 8700 0 GENERAL SUPPORT MEMPHIS TN CHAPTER PO BOX 383283 GERMANTOWN TN 381833283 621765480 501(C)(6) 10200 0 GENERAL SUPPORT METROPOLITAN ST LOUIS CHAPTER PO BOX 6016 CHESTERFIELD MO 630066016 431896612 501(C)(6) 8730 0 GENERAL SUPPORT MICHIGAN HURON VALLEY CHAPTER PO BOX 3278 ANN ARBOR MI 48106 753020879 501(C)(6) 7700 0 GENERAL SUPPORT MID-MISSOURI CHAPTER 309 VISTA RD JEFFERSON CITY MO 651091260 431872631 501(C)(6) 8700 0 GENERAL SUPPORT MILWAUKEESOUTHEAST WISCONSIN CHAPTER 17145 W BLUEMOUND ROAD SUITE J-278 BROOKFIELD WI 53005 391976787 501(C)(6) 6625 0 GENERAL SUPPORT MONTANA CHAPTER PO BOX 778 HELENA MT 596240778 270265000 501(C)(6) 8199 0 GENERAL SUPPORT MONTEREY BAY CHAPTER 27645 SCHULTE RD CARMEL CA 939237927 200292401 501(C)(6) 7100 0 GENERAL SUPPORT NASHVILLE TN CHAPTER 101 CREEKSIDE XING STE 1700-222 BRENTWOOD TN 370271062 621700805 501(C)(6) 7700 0 GENERAL SUPPORT NC PIEDMONT TRIAD CHAPTER PO BOX 4444 GREENSBORO NC 27404 561692577 501(C)(6) 7561 0 GENERAL SUPPORT NEW HAMPSHIRE CHAPTER PO BOX 4496 PORTSMOUTH NH 038024496 020521971 501(C)(6) 6600 0 GENERAL SUPPORT NEW JERSEY CHAPTER PO BOX 301 HIBERNIA NJ 078420301 222962489 501(C)(6) 8775 0 GENERAL SUPPORT NEW YORK CITY CHAPTER PO BOX 4330 NEW YORK NY 101634330 133771429 501(C)(6) 7770 0 GENERAL SUPPORT NORTH ALABAMA CHAPTER PO BOX 5037 HUNTSVILLE AL 358145037 631264567 501(C)(6) 7700 0 GENERAL SUPPORT NORTH CAROLINA CHAPTER 65 TW ALEXANDER DR UNIT 14064 DURHAM NC 277090889 561451473 501(C)(6) 7825 0 GENERAL SUPPORT NORTHEAST FLORIDA CHAPTER 1812 VISTA LAKES DR FLEMING ISLAND FL 320037310 593281224 501(C)(6) 8875 0 GENERAL SUPPORT NORTHEAST INDIANA CHAPTER PO BOX 11293 FORT WAYNE IN 46857 352014799 501(C)(6) 6000 0 GENERAL SUPPORT NORTHEAST OHIO CHAPTER PO BOX 241141 CLEVELAND OH 441248741 341943100 501(C)(6) 8750 0 GENERAL SUPPORT NORTHEASTERN UNIVERSITY COLLEGE OF PROFESSIONAL STUDIES 360 HUNTINGTON AVE BOSTON MA 021155005 041679980 501(C)(3) 29000 0 GENERAL SUPPORT NORTHERN UTAH CHAPTER PO BOX 1204 SALT LAKE CITY UT 841101204 870668255 501(C)(6) 7700 0 GENERAL SUPPORT OKLAHOMA CITY CHAPTER 6608 N WESTERN AVE 311 OKLAHOMA CITY OK 731167326 731590531 501(C)(6) 6681 0 GENERAL SUPPORT OLYMPIA WASHINGTON CHAPTER 6030 NEWPORT CT SW TUMWATER WA 98512 710964874 501(C)(6) 5270 0 GENERAL SUPPORT ORANGE COUNTY CHAPTER 17192 MURPHY AVE IRVINE CA 926230400 339922165 501(C)(6) 7735 0 GENERAL SUPPORT NATIONAL ASSOCIATION OF STATE WORKFORCE AGENCIES 444 N CAPITOL ST NW STE 300 WASHINGTON DC 200011512 520978073 GOV'T 10000 0 GENERAL SUPPORT PHOENIX CHAPTER 3104 E CAMELBACK RD UNIT 7138 PHOENIX AZ 85016 861013801 501(C)(6) 7740 0 GENERAL SUPPORT PIKES PEAK REGIONAL COLORADO CHAPTER PO BOX 49413 COLORADO SPRINGS CO 804949413 841368586 501(C)(6) 8730 0 GENERAL SUPPORT PITTSBURGH CHAPTER 169 LADLEY ST PITTSBURGH PA 152091624 251717011 501(C)(6) 8700 0 GENERAL SUPPORT PMI HAWAII CHAPTER 1050 BISHOP STREET SUITE 138 HONOLULU HI 96812 943283959 501(C)(6) 7725 0 GENERAL SUPPORT PORTLAND CHAPTER 9220 SW BARBUR BLVD - STE 119-346 PORTLAND OR 97219 931078251 501(C)(6) 7735 0 GENERAL SUPPORT PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION 18 CAMPUS BOULEVARD SUITE 150 NEWTOWN SQUARE PA 19073 232630701 501(C)(3) 6305489 0 GENERAL SUPPORT PROJECT MANAGERS WITHOUT BORDERS 18 CAMPUS BOULEVARD SUITE 150 NEWTOWN SQUARE PA 19073 472193832 501(C)(3) 273075 0 GENERAL SUPPORT PUGET SOUND CHAPTER 1006 INDUSTRY DRIVE TUKWILA WA 98188 912027687 501(C)(6) 7760 0 GENERAL SUPPORT ROCHESTER CHAPTER 1200A SCOTTSVILLE RD STE 400 ROCHESTER NY 146245703 161349573 501(C)(6) 8700 0 GENERAL SUPPORT SACRAMENTO VALLEY CHAPTER 15095 FUENTE DE PAZ RANCHO MURIETA CA 956839377 680467936 501(C)(6) 7710 0 GENERAL SUPPORT SAN DIEGO CHAPTER 8895 TOWNE CENTRE DR SAN DIEGO CA 921225542 680499554 501(C)(6) 8270 0 GENERAL SUPPORT SAN FRANCISCO BAY AREA CHAPTER PO BOX 193544 SAN FRANCISCO CA 941193544 942715329 501(C)(6) 13770 0 GENERAL SUPPORT SAVANNAH GA CHAPTER 113 WINDFIELD DR SAVANNAH GA 314063013 582603273 501(C)(6) 9600 0 GENERAL SUPPORT SILICON VALLEY CA CHAPTER 589 WATER WITCH WAY SAN JOSE CA 95117 912089006 501(C)(6) 7725 0 GENERAL SUPPORT SOUTH ALABAMA CHAPTER PO BOX 242963 MONTGOMERY AL 361242963 364537062 501(C)(6) 9225 0 GENERAL SUPPORT SOUTH CAROLINA MIDLANDS CHAPTER 701 GERVAIS ST STE 150 123 COLUMBIA SC 292013065 571124483 501(C)(6) 8100 0 GENERAL SUPPORT SOUTH DAKOTA CHAPTER 4800 S LOUISE AVE 302 SIOUX FALLS SD 571062217 412130937 501(C)(6) 7700 0 GENERAL SUPPORT SOUTH FLORIDA CHAPTER 4737 N OCEAN DR 148 LAUDERDALE BY THE SEA FL 333082920 593167101 501(C)(6) 7875 0 GENERAL SUPPORT SOUTHERN MARYLAND CHAPTER 4010 LELIA LANE PORT REPUBLIC MD 20676 522255880 501(C)(6) 7700 0 GENERAL SUPPORT SOUTHERN NEVADA CHAPTER 3921 BIDDLE ST NORTH LAS VEGAS NV 890322893 880332925 501(C)(6) 8700 0 GENERAL SUPPORT SOUTHERN NEW ENGLAND CHAPTER 1245 FARMINGTON AVE 218 WEST HARTFORD CT 061072667 061604979 501(C)(6) 5075 0 GENERAL SUPPORT SOUTHWEST MISSOURI CHAPTER 616 N MONTCLAIR WAY NIXA MO 65714 271341969 501(C)(6) 8200 0 GENERAL SUPPORT SOUTHWEST OHIO CHAPTER 5893 THORNBERRY CT MASON OH 450407756 311280881 501(C)(6) 7700 0 GENERAL SUPPORT SPACE COAST FLORIDA CHAPTER PO BOX 360066 MELBOURNE FL 32936 161623982 501(C)(6) 5035 0 GENERAL SUPPORT TALLAHASSEE FLORIDA CHAPTER PO BOX 15511 TALLAHASSEE FL 323175511 113659968 501(C)(6) 6600 0 GENERAL SUPPORT THE MINNESOTA CHAPTER OF PROJECT MANAGEMENT CHAPTER 900 LONG LANE SUITE 101 NEW BRIGHTON MN 55112 411990654 501(C)(6) 7840 0 GENERAL SUPPORT TUCSON CHAPTER 310 S WILLIAMS BLVD TUCSON AZ 857114407 461213592 501(C)(6) 8422 0 GENERAL SUPPORT TULSA CHAPTER 1611 S UTICA PMB 346 TULSA OK 74104 731605403 501(C)(6) 7648 0 GENERAL SUPPORT UPSTATE NEW YORK CHAPTER PO BOX 11132 ALBANY NY 122110132 141829494 501(C)(6) 6600 0 GENERAL SUPPORT WASHINGTON DC CHAPTER 1421 PRINCE ST STE 310 ALEXANDRIA VA 223142805 542015198 501(C)(6) 8740 0 GENERAL SUPPORT WESTCHESTER NY CHAPTER PO BOX 8183 WHITE PLAINS NY 10602 611421320 501(C)(6) 6580 0 GENERAL SUPPORT WESTERN IDAHO CHAPTER PO BOX 7022 BOISE ID 837071022 820529669 501(C)(6) 7700 0 GENERAL SUPPORT WESTERN LAKE ERIE CHAPTER 5829 GREEN IVY LN MONCLOVA OH 435429379 341959436 501(C)(6) 8200 0 GENERAL SUPPORT WESTERN MICHIGAN CHAPTER 4246 KALAMAZOO AVE SE KENTWOOD MI 495083607 383109217 501(C)(6) 7699 0 GENERAL SUPPORT WICHITA KANSAS CHAPTER PO BOX 48873 WICHITA KS 672018873 481178075 501(C)(6) 9200 0 GENERAL SUPPORT WILLAMETTE VALLEY OR CHAPTER 3063 FLAME TREE LN NW ALBANY OR 973214102 911751365 501(C)(6) 8200 0 GENERAL SUPPORT PALMETTO CHAPTER 240 TYMBERBROOK DR LYMAN SC 293659222 570886800 501(C)(6) 8700 0 GENERAL SUPPORT PUERTO RICO CHAPTER PO BOX 11164 SAN JUNA PR 00922 660565244 501(C)(6) 9000 0 GENERAL SUPPORT 7 106 STIPEND 1 6216 PART I, LINE 2: PROJECT MANAGEMENT INSTITUTE ("PMI") HAD 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 REPORTS TO THEIR ASSIGNED LIAISON AND TO THE PMI ACADEMIC RESOURCES TEAM. X X 1 1 X X X X X 0 0 0 PIERRE LE MANH PRESIDENT & CEO 896919 0 670800 0 14280 0 19987 0 12396 0 1614382 0 0 0 YONG TAO CHEN MANAGING DIRECTOR, CHINA 0 562685 0 0 0 0 0 144020 0 0 0 706705 0 0 MARK BROOME CHIEF PRODUCT OFFICER 357367 0 204750 0 13220 0 17580 0 25747 0 618664 0 0 0 DANIEL CONRAD VP, GENERAL COUNSEL & CORP SEC 347897 0 185304 0 7334 0 13800 0 22958 0 577293 0 0 0 BRANTLEE UNDERHILL CHIEF COMMUNITY OFFICER 324493 0 184275 0 6845 0 21596 0 27837 0 565046 0 0 0 ABDULLAH S WRIGHT CHIEF STRATEGY OFFICER 325201 0 184275 0 5689 0 18622 0 29432 0 563219 0 0 0 DOROTHY MCKELVY VP, GLOBAL TALENT 322853 0 182520 0 13775 0 18674 0 12074 0 549896 0 0 0 JOHANNES HEINLEIN CHIEF GROWTH OFFICER 380018 0 85337 0 12533 0 21590 0 32050 0 531528 0 0 0 JANINE VAN STADEN CHIEF FINANCIAL OFFICER & TREAS. 368069 0 59850 0 8827 0 22304 0 10895 0 469945 0 0 0 SIERRA HAMPTON-SIMMONS FORMER KEY EMPLOYEE 266696 0 139434 0 1242 0 19860 0 25570 0 452802 0 0 0 ANA AJOSE FORMER OFFICER 258415 0 58750 0 1242 0 20452 0 2853 0 341712 0 0 0 MARJORIE H GORDON FORMER OFFICER 248768 0 47840 0 4244 0 19327 0 10498 0 330677 0 0 0 PART I, LINE 1A TAX GROSS UPS: THE GROSS UP AMOUNTS COVERED THE TAXES PAID FOR EXECUTIVE PERKS FOR CURRENT OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED (INCLUDES EXECUTIVE GTL, EXECUTIVE WELLNESS, EXECUTIVE SUPPLEMENTAL LIFE INSURANCE). HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: PMI REQUIRES THAT EXECUTIVES SUBMIT THEIR EXPENSE WITH DOCUMENTATION OF A RECEIPT SHOWING PAYMENT FOR A WELLNESS BENEFIT (EX. GYM MEMBERSHIP, WEIGHT LOSS PROGRAM, PERSONAL TRAINER, ETC.). PMI RETAINS SUPPORTING DOCUMENTATION FOR THESE FEES AND ALL BENEFITS ARE INCLUDED IN THE RESPECTIVE EMPLOYEE'S W-2 WAGES. FORM 990, PART I, LINE 1 OUR MISSION: WE ARE A COMMUNITY CREATING THE PRODUCTS, SERVICES AND EXPERIENCES THAT POWER PROJECT SUCCESS. OUR VISION: A WORLD WHERE EVERY PROJECT LIVES UP TO ITS FULL POTENTIAL FOR POSITIVE IMPACT. FORM 990, PART I, LINE 6 - DESCRIPTION OF VOLUNTEER ESTIMATE: 13,122 DEDICATED VOLUNTEERS SUPPORT PMI GLOBALLY THROUGH THEIR ACTIVITIES AS CHAPTER LEADERS, AS BOARD MEMBERS OR ON BOARD SUPPORT COMMITTEES, ON MEMBER ADVISORY GROUPS, THROUGH CONTRIBUTION TO EXAM QUESTION DEVELOPMENT AND THE DEVELOPMENT OF PROFESSIONAL STANDARDS THAT SHAPE THE FUTURE OF THE PROFESSION, BY WRITING AND PUBLISHING WHITE PAPERS AND REVIEWING PROJECT MANAGEMENT MANUALS, BOOKS AND PERIODICALS, OR OTHER IMPORTANT WORK. PMI UTILIZES ITS VOLUNTEER RELATIONS MANAGEMENT SYSTEM (VRMS) AS A RESOURCE FOR ITS MEMBERS TO SEARCH FOR VOLUNTEER OPPORTUNITIES THROUGHOUT THE WORLD AND USES THIS SYSTEM TO TRACK VOLUNTEER ACTIVITIES AND STATISTICS, INCLUDING THE NUMBER OF ACTIVE VOLUNTEERS. FORM 990, PART III, LINE 4A CERTIFICATIONS - IN AN INCREASINGLY PROJECTIZED WORLD, PMI PROFESSIONAL CERTIFICATION ENSURES PROFESSIONALS ARE READY TO MEET THE DEMANDS OF PROJECTS AND EMPLOYERS ACROSS THE GLOBE. RECOGNIZED BY ORGANIZATIONS AND GOVERNMENTS AROUND THE WORLD, PMI CERTIFICATIONS PROVIDE THE OPPORTUNITY FOR PROJECT MANAGEMENT PRACTITIONERS TO DEMONSTRATE THEIR ACCOMPLISHMENTS THROUGH THE RIGOROUS EXAMINATION PROCESS. DEVELOPED BY PRACTITIONERS FOR PRACTITIONERS, PMI CERTIFICATIONS ARE BASED ON RIGOROUS STANDARDS AND ONGOING RESEARCH TO MEET THE REAL-WORLD NEEDS OF ORGANIZATIONS. WITH A PMI CERTIFICATION, PROFESSIONAL CAN WORK IN VIRTUALLY ANY INDUSTRY, ANYWHERE IN THE WORLD, AND WITH ANY PROJECT MANAGEMENT METHODOLOGY. WHEREVER A PROFESSIONAL IS IN THEIR CAREER, PMI HAS A CERTIFICATION. PMI'S GLOBALLY RECOGNIZED PROJECT MANAGEMENT PROFESSIONAL (PMP) CERTIFICATION IS THE MOST COVETED PROJECT MANAGEMENT CERTIFICATION, WITH NEARLY 1.6 MILLION PMP CERTIFICATION HOLDERS AROUND THE WORLD AS OF DECEMBER 2024. PMI ALSO OFFERS OTHER SPECIFIC CERTIFICATIONS, INCLUDING THE PMI PROFESSIONAL IN BUSINESS ANALYSIS (PMI-PBA), PROGRAM MANAGEMENT PROFESSIONAL (PGMP), PORTFOLIO MANAGEMENT PROFESSIONAL (PFMP), PMI RISK MANAGEMENT PROFESSIONAL (PMI-RMP), AND PMI SCHEDULING PROFESSIONAL (PMI-SP). PMI ALSO CERTIFIES NEWER PROJECT MANAGEMENT PRACTITIONERS THROUGH ITS CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (CAPM) CERTIFICATION. OVERALL, PMI YIELDED MORE THAN 1.6 MILLION GROSS CERTIFICATIONS AS OF DECEMBER 2024. FORM 990, PART III, LINE 4C EVENTS AND SEMINARS - PMI HOSTS NUMEROUS TYPES OF EVENTS TO BRING TOGETHER PRACTITIONERS FROM AROUND THE WORLD TO NETWORK AND ENHANCE THEIR KNOWLEDGE OF PROJECT MANAGEMENT. THIS INCLUDES ANNUAL CONGRESSES IN EUROPE, AFRICA AND THE MIDDLE EAST (EMEA); SMALLER REGIONAL EVENTS IN ASIA PACIFIC AND LATIN AMERICAN; AS WELL AS REGULAR IN-DEPTH SEMINARS CALLED SEMINARSWORLD. AT PMI'S ANNUAL GLOBAL CONFERENCE IN NORTH AMERICA, THOUSANDS OF PROJECT AND PROGRAM MANAGERS, CHAPTER LEADERS, AND BUSINESS PROFESSIONALS FROM AROUND THE WORLD COME TOGETHER TO SHARE KNOWLEDGE, STRENGTHEN COMMUNITY AND LEAD THE EVOLUTION OF THE PROJECT MANAGEMENT PROFESSION. ADDITIONALLY, PMI ANNUALLY HOSTS ITS PMO SYMPOSIUM, A MUST-ATTEND EVENT FOR PROGRAM, PORTFOLIO, PMO AND ORGANIZATIONAL PROJECT MANAGEMENT LEADERS RESPONSIBLE FOR THE SUCCESS OF THEIR ORGANIZATION'S KEY INITIATIVES. THE THREE-DAY EVENT SYMPOSIUM PROVIDES ATTENDEES WITH ACCESS TO PMO EXPERTS SO THAT THEY CAN LEARN, NETWORK, AND GAIN PRACTICAL, REAL-WORLD EXPERTISE TO TAKE THEIR PMOS TO THE NEXT LEVEL. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN PMI SHALL BE OPEN TO ANY PERSON INTERESTED IN THE DECLARED PURPOSES OF THE INSTITUTE, CONSISTENT WITH THE REQUIREMENTS AND MEMBER QUALIFICATIONS OF THESE BYLAWS AND APPLICABLE PMI POLICIES, ESTABLISHED BY THE PMI BOARD OF DIRECTORS. QUALIFIED PERSONS SEEKING MEMBERSHIP WILL BE ACCEPTED AS A MEMBER OF THE INSTITUTE UPON THE SUBMISSION, RECEIPT, ACCEPTANCE, AND PROCESSING OF THE REQUIRED APPLICATION MATERIALS, DUES, FEES, AND ASSESSMENTS. MEMBER RIGHTS ARE DEFINED AS THE OPPORTUNITY TO VOTE ON INSTITUTE MATTERS AND TO HOLD ELECTED OR APPOINTED OFFICE, AS DEFINED IN THE BYLAWS. PRIVILEGES ARE DEFINED AS THOSE TANGIBLE AND INTANGIBLE BENEFITS, PRODUCTS, AND SERVICES OFFERED WITH MEMBERSHIP IN THE INSTITUTE. THE PMI BOARD OF DIRECTORS SHALL ESTABLISH THE PRIVILEGES ASSOCIATED WITH MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE INSTITUTE MAINTAINS THE FOLLOWING CLASSES AND QUALIFICATIONS OF MEMBERSHIP, EACH CLASS WITH THE RIGHTS HEREINAFTER PROVIDED: 1. MEMBER - REGULAR. ANY PERSON WHO IS INTERESTED IN, OR ENGAGED IN, THE PRACTICE, TEACHING, OR OTHER APPLICATION OF PROJECT MANAGEMENT, INCLUDING RESEARCH CONCERNING PROJECT MANAGEMENT, MAY QUALIFY AS A REGULAR MEMBER OF THE INSTITUTE. REGULAR MEMBER 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 BYLAWS OF THE COMPONENTS. 4. MEMBER - ASSOCIATE. ANY PERSON WHO JOINS THE INSTITUTE TO ACCESS LIMITED PRIVILEGES PURSUANT TO POLICIES DULY ADOPTED BY THE PMI BOARD OF DIRECTORS. ASSOCIATE MEMBERS SHALL NOT BE ENTITLED TO EXERCISE ANY VOTING RIGHTS, AND SHALL NOT BE A CANDIDATE FOR, NOR HOLD ANY ELECTED OR APPOINTED OFFICE IN THE INSTITUTE. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS OF THE ORGANIZATION ARE RESERVED TO OR SUBJECT TO THE APPROVAL OF MEMBERSHIP. UNDER THE ORGANIZATION'S BYLAWS, CERTAIN CHANGES TO THE BYLAWS REQUIRE MEMBERSHIP APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PREPARED BY PMI'S EXTERNAL TAX CONSULTANTS. AFTER REVIEW BY PMI'S TAX STAFF, THE DRAFT IS REVIEWED BY PMI'S FINANCE AND LEGAL STAFF. THE DRAFT IS PRESENTED FOR REVIEW TO PMI'S PRESIDENT AND CHIEF EXECUTIVE OFFICER AND THEN TO THE BOARD'S AUDIT COMMITTEE. THE FINAL DRAFT OF THE FORM 990 IS THEN PRESENTED TO THE FULL BOARD. THE FORM 990 WAS DISTRIBUTED ELECTRONICALLY TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE PROCESS INCLUDES THE OPPORTUNITY FOR MEMBERS OF THE BOARD OF DIRECTORS TO SUBMIT QUESTIONS/COMMENTS ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS ACCOUNTABLE UNDER THE CONFLICT OF INTEREST POLICY INCLUDE ALL PMI EMPLOYEES AND VOLUNTEERS (BOTH MEMBERS AND NON-MEMBERS). MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES OF PMI ARE REQUIRED TO COMPLETE THE QUESTIONNAIRE ON AN ANNUAL BASIS. THIS IS TO ENSURE THAT NO CONFLICTS OF INTERESTS HAVE ARISEN AFTER THE PERSONS INITIAL INVOLVEMENT ARE DISCLOSED. THEY 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. THE DISCLOSURE IS 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 VOLUNTEER GROUP OR IN THE CASE OF A BOARD SPONSORED GROUP, THE LEGAL AND COMPLIANCE TEAM. THE PMI LEGAL AND COMPLIANCE TEAM WILL REVIEW THE CONFLICT OF INTEREST QUESTIONNAIRE OF ALL PMI BOARD MEMBERS, MEMBERS OF CHARTERED COMMITTEES, AND KEY EMPLOYEES, BRINGING CONFLICTS OF INTEREST AND POSSIBLE CONFLICTS OF INTEREST TO THE ATTENTION OF THE PMI CHAIR AND/OR THE CHIEF EXECUTIVE OFFICER FOR RESOLUTION. THE CHIEF EXECUTIVE OFFICER WILL REVIEW THE QUESTIONNAIRE OF THE GENERAL COUNSEL. RESTRICTIONS AND REMEDIAL ACTIONS FOR DISCLOSED CONFLICTS OR POSSIBLE CONFLICTS OF INTEREST MAY INCLUDE, RECUSAL FROM ANY DECISION DEVELOPED BY THE GROUP OR FROM THE PART OF THE PROCESS WHERE A CONFLICT EXISTS, REPLACEMENT ON THE GROUP, AND/OR PARTICIPATION AS A SUBJECT MATTER EXPERT BUT NOT IN DISCUSSIONS OR DELIBERATIONS. APPARENT VIOLATIONS OF THIS POLICY, INCLUDING THE FAILURE TO MAKE ADEQUATE AND FULL DISCLOSURE, ARE FORWARDED TO THE APPROPRIATE INDIVIDUAL AS DESCRIBED IN PMI'S POLICY ON COMPLAINT, DISPUTE, AND GRIEVANCE RESOLUTION OR TO THE ETHICS REVIEW COMMITTEE UNDER PMI'S MEMBER ETHICS CASE PROCEDURES, AS APPLICABLE. FORM 990, PART VI, SECTION B, LINE 15 PROJECT MANAGEMENT INSTITUTE FOLLOWS A FORMAL PROCESS TO ENSURE THAT COMPENSATION FOR ITS CHIEF EXECUTIVE OFFICER, OFFICERS, AND KEY EMPLOYEES IS REASONABLE AND CONSISTENT WITH THE MARKET IN WHICH IT OPERATES. THE BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION COMMITTEE COMPRISED ENTIRELY OF INDEPENDENT TRUSTEES WHO HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS. THE COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE MARKET ASSESSMENTS AND COMPARABILITY DATA FROM PROFESSIONAL SOCIETIES AND NONPROFIT ORGANIZATIONS OF SIMILAR SIZE, SCOPE, AND COMPLEXITY. BASED ON ITS REVIEW OF THE CONSULTANT'S ANALYSES AND OTHER RELEVANT INFORMATION, THE COMPENSATION COMMITTEE MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH APPROVES FINAL COMPENSATION DECISIONS. ALL DELIBERATIONS, COMPARABILITY DATA, AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE MEETING AT WHICH SUCH ACTIONS ARE TAKEN. FOR ALL OTHER EMPLOYEES, COMPENSATION IS ESTABLISHED AND REVIEWED BY CEO, CFO, VP OF GLOBAL TALENT, AND DIRECTOR OF GLOBAL TALENT SERVICES USING COMPARABLE MARKET DATA, INTERNAL EQUITY ANALYSES, AND ANNUAL SALARY REVIEWS CONSISTENT WITH THE ORGANIZATION'S APPROVED COMPENSATION FRAMEWORK. ALL DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE CONTEMPORANEOUSLY DOCUMENTED, WITH SUPPORTING DATA RETAINED TO DEMONSTRATE RELIANCE ON APPRPORIATE COMPARIBLITY INFOMRTAITON AND ADHERENCE TO ESTBALISHED REVIEW AND APPROVAL PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY AVAILABLE ON ITS WEBSITE (WWW.PMI.ORG) AND COPIES WILL ALSO BE PROVIDED AT REQUEST. THE AUDITED FINANCIAL STATEMENTS WILL BE PROVIDED ON REQUEST BUT ARE ALSO INCLUDED IN PMI'S ANNUAL REPORT THAT IS POSTED ON THE PMI.ORG WEBSITE. FORM 990, PART IX, LINE 11G CONSULTING 30,681,738. PUBLIC RELATIONS 11,909,145. PEO - HR SERVICES/PAYROLL PROCESSING 5,597,895. PHOTOGRAPHY & FILM 990,624. EDITORIAL SERVICES 893,987. SURVEYS 434,355. SALES COMMISSION 202,446. PMI AUSTRALASIA PTY LIMITED LEVEL 20 TOWER 2 DARLING PARK SYDNEY AS 2001 980607905 ADVOCACY AS 197771 270228 PMI PMI (BEIJING) PROJECT MGMT TECH CO LTD RM 1107 11TH FLOOR BEIJING S CHA BEIJING CH 980609885 ADVOCACY CH 10107829 7125817 PMI PMI KHALEEJI FZ-LLC BLOCK NO 6 1ST FLOOR F-07 KNOWLEDGE VILLAGE DUBAI AE 981162223 TRAINING AE 2807980 2105696 PMI AUSTRALASIA PMI MANAGEMENT SINGAPORE PTE LTD 10 MARINA BLVD MARINA BAY FC SINGAPORE SN 981174043 CHPTR SUPPORT SN 2665457 2009850 PMI PMI ORGANIZATION CENTRE PRIVATE LIMITED 302-305 BALARAMA BANDRA KURLA COMP MUMBAI IN OUTREACH/ADVOCACY IN 3971301 3316172 PMI PMI EDUCATIONAL FOUNDATION 18 CAMPUS BOULEVARD SUITE 150 NEWTOWN SQUARE PA 19073 232630701 SUPPORT PA 501(C)(3) LINE 12A, I PMI 1 PROJECT MANAGERS WITHOUT BORDERS 18 CAMPUS BOULEVARD SUITE 150 NEWTOWN SQUARE PA 19073 472193832 SUPPORT CO 501(C)(3) LINE 12A, I PMI 1 AGILEALLIANCE 18 CAMPUS BOULEVARD SUITE 150 NEWTOWN SQUARE PA 19073 364485515 PROMOTE SOFTWARE DEVELOPMENT IL 501(C)(6) PMI 1 PMI MANAGEMENT EUROPE (BELGIUM) SQUARE DE MEEUS 35 3D FLOOR BRUSSELS BE 981219090 OUTREACH BE PMI RELATED 854363 695822 1 1 0.99900 PMI EUROPE LIMITED 82 ST JOHN STREET LONDON UK EC1M 4JN HOLDING COMPANY UK PMI C 6929809 2930463 1.00000 1 PMI CANADA 1055 W GEORGIA ST 1500 ROYAL CTR VANCOUVER CA BENCHMARKING CA PMI C 1480377 289731 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 PMI EDUCATIONAL FOUNDATION B 6305489 FMV PMI EDUCATIONAL FOUNDATION L 208980 FMV PROJECT MANAGERS WITHOUT BORDERS B 273075 FMV PROJECT MANAGERS WITHOUT BORDERS L 53311 FMV PMI (BEIJING) PROJECT MGMT TECH CO LTD M 9949965 FMV PMI ORGANIZATION CENTRE PVT LTD M 3807983 FMV PMI MANAGEMENT EUROPE BVBA M 854362 FMV PMI KHALEEJI FZ-LLC M 2730040 FMV PMI MANAGEMENT SINGAPORE PTE LTD M 2663936 FMV PMI EUROPE LIMITED M 6877408 FMV PMI AUSTRALASIA PTY LIMITED M 197747 FMV PMI CANADA P 1475644 COST PMI EUROPE LIMITED M 6877408 COST AGILE ALLIANCE B 21198 FMV AGILE ALLIANCE S 253860 FMV