PROJECT MANAGEMENT INSTITUTE INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PROJECT MANAGEMENT INSTITUTE INC (EIN 23-1887442)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-15
IRS object ID
201202289349301125
Schema version
2011v1.2
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

FieldValueIRS element (for citing)
Timestamp2012-08-15T13:20:43-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN233063393EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ELKO & ASSOCIATES LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12 WEST BALTIMORE AVENUE SUITE 210AddressLine1
CityMEDIACity
StatePAState
ZIP Code19063ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN231887442EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PROJECT MANAGEMENT INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPROJNameControl
Phone6103564600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 CAMPUS BOULEVARDAddressLine1
CityNEWTOWN SQUARECity
StatePAState
ZIP Code19073ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARK A LANGLEYName
TitlePRESIDENT & CEOTitle
Phone6103564600Phone
Date Signed2012-08-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCOLLEEN COOKE-VARALLO CPAName
PTINP01461284PTIN
Phone6105653930Phone
Date Prepared2012-08-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1SAME AS ABOVEBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARK A LANGLEYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line114 CAMPUS BOULEVARDAddressLine1
CityNEWTOWN SQUARECity
StatePAState
ZIP Code19073ZIPCode
FieldValueIRS element (for citing)
Gross Receipts184658905GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number3735GroupExemptionNumber
Organization501cXOrganization501c
Web SiteWWW.PMI.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1969YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTHE INSTITUTE HAS BEEN FOUNDED AS AN AUTONOMOUS, NON-PROFIT, TAX-EXEMPT, MEMBERSHIP ASSOCIATION DEDICATED TO ADVANCING 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 Body15NbrVotingMembersGoverningBody
Nbr Independent Voting Members15NbrIndependentVotingMembers
Total Nbr Employees294TotalNbrEmployees
Total Nbr Volunteers8000TotalNbrVolunteers
Total Gross UBI3386431TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year202267ContributionsGrantsCurrentYear
Program Service Revenue Prior Year115154900ProgramServiceRevenuePriorYear
Program Service Revenue CY140119400ProgramServiceRevenueCY
Investment Income Prior Year5848259InvestmentIncomePriorYear
Investment Income Current Year8344539InvestmentIncomeCurrentYear
Other Revenue Prior Year4104622OtherRevenuePriorYear
Other Revenue Current Year4451837OtherRevenueCurrentYear
Total Revenue Prior Year125107781TotalRevenuePriorYear
Total Revenue Current Year153118043TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year623445GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1010939GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year24398263SalariesEtcPriorYear
Salaries Etc Current Year27308282SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year71555520OtherExpensePriorYear
Other Expenses Current Year81285416OtherExpensesCurrentYear
Total Expenses Prior Year96577228TotalExpensesPriorYear
Total Expenses Current Year109604637TotalExpensesCurrentYear
Revenues Less Expenses Prior Year28530553RevenuesLessExpensesPriorYear
Revenues Less Expenses CY43513406RevenuesLessExpensesCY
Total Assets BOY202224264TotalAssetsBOY
Total Assets EOY238323777TotalAssetsEOY
Total Liabilities BOY42444006TotalLiabilitiesBOY
Total Liabilities EOY45658153TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY159780258NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY192665624NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE INSTITUTE HAS BEEN FOUNDED AS AN AUTONOMOUS, NON-PROFIT, TAX-EXEMPT, MEMBERSHIP ASSOCIATION DEDICATED TO ADVANCING 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionCERTIFICATIONS: 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 467,000 CERTIFIED PMPS AROUND THE WORLD AS OF DECEMBER 2011. PMI ALSO OFFERS CERTIFICATION SPECIFIC AREAS OF PROJECT MANAGEMENT, INCLUDING CERTIFICATION FOR PROJECT RISK (PMI-RP), PROJECT SCHEDULING PROFESSIONALS (PMI-SP), AND AGILE CERTIFICATION (PMI-ACP). PMI ALSO CERTIFIES NEWER MEMBERS OF THE PROJECT MANAGEMENT PRACTITIONERS THROUGH ITS CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (CAPM).Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionSTANDARDS: 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

FieldValueIRS element (for citing)
DescriptionPUBLICATIONS: 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. PMI'S PREMIER PUBLICATION, PM NETWORK, IS DISTRIBUTED MONTHLY TO OVER 352,000 MEMBERS IN 184 COUNTRIES AND TO 280 LIBRARIES INTERNATIONALLY.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
DescriptionSEMINARS 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 SEMINARSWORLD AND VIRTUAL EDUCATIONAL OFFERINGS THAT HELP PRACTITIONERS ENHANCE THEIR KNOWLEDGE OF PROJECT MANAGEMENT.MEMBERSHIP: PMI IS THE WORLD'S LEADING NOT-FOR-PROFIT MEMBERSEHIP ASSOCIATION FOR THE PROJECT MANAGEMENT PROFESSION, WITH MORE THAN 352,000 MEMBERS IN 184 COUNTRIES. PMI PROVIDES ITS MEMBERS WITH ACCESS TO KNOWLEDGE, NETWORKS, AND RESOURCES THAT CAN HELP THEM IMPROVE THEIR WORK AND ADVANCE THEIR CAREER IN PROJECT MANAGEMENT, INCLUDING TOOLS TO ASSESS THEIR SKILLS AND PLAN THEIR CAREER PATH, ONLINE AND DIGITAL RESOURCES INCLUDING THE PMBOK GUIDE, ARTICLES & PAPERS, AND WEBINARS, LEADERSHIP & VOLUNTEER OPPORTUNITIES, QUALITY PUBLICATIONS TO KEEP THEM INFORMED, AND DISCOUNTS ON PMI CREDENTIAL EXAMS AND RENEWALS.Description
FieldValueIRS element (for citing)
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax1SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096129NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees294NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryINNameOfForeignCountry
Name Of Foreign CountryCHNameOfForeignCountry
Name Of Foreign CountryBENameOfForeignCountry
Name Of Foreign CountryASNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members15NbrVotingGoverningBodyMembers
Number Independent Voting Members15NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1PROJECT MANAGEMENT INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6103564600TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line114 CAMPUS BOULEVARDAddressLine1
CityNEWTOWN SQUARECity
StatePAState
ZIP Code190733299ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
BETH PARTLETON
CHAIR3.50X000
PETER MONKHOUSE
VICE CHAIR3.50X000
DEANNA LANDERS
SECRETARY/TREASURER3.50X000
EUGENE BOUNDS
DIRECTOR AT LARGE3.50X000
STEVE DELGROSSO
DIRECTOR AT LARGE3.50X000
SHIRLEY EDWARDS
DIRECTOR AT LARGE3.50X000
JANE FARLEY
DIRECTOR AT LARGE3.50X000
HERMAN GONZALEZ
DIRECTOR AT LARGE3.50X000
LOUIS J MERCKEN
DIRECTOR AT LARGE3.50X000
JOHN MIHALIC
DIRECTOR AT LARGE3.50X000
WILLIAM MOYLAN
DIRECTOR AT LARGE3.50X000
FRANK PARTH
DIRECTOR AT LARGE3.50X000
VIJAY PRASAD
DIRECTOR AT LARGE3.50X000
RICARDO TRIANA
DIRECTOR AT LARGE3.50X000
DIANE WHITE
DIRECTOR AT LARGE3.50X000
GREGORY BALESTRERO
CEO EMERITUS3.50142462403807X
MARK LANGLEY
PRESIDENT AND CEO50.0015196560103815X
WILLIAM SCARBOROUGH
VP LEGAL50.00215416033557X
JOHN DOYLE
VP FINANCE & ADMINISTRATION50.00216632035373X
DOROTHY MCKELVY
VP HUMAN RESOURCES50.00201285031347X
FRANCISCO SCHETTINI
VP INFORMATION TECHNOLOGY50.00196847035109X
BRIAN WEISS
VP PRACTITIONER MARKETS50.00194742029498X
FieldValueIRS element (for citing)
Total Reportable Comp From Org3969202TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation272506TotalOtherCompensation
Number Individuals GT100 K47NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensationAddress Line1AddressOfContractor/AddressForeign/AddressLine1CityAddressOfContractor/AddressForeign/CityCountryAddressOfContractor/AddressForeign/CountryPostal CodeAddressOfContractor/AddressForeign/PostalCode
PROMETRIC
PO BOX 223608PITTSBURGHPA152512608EXAM DELIVERY & PSYCHOMETRIC SERVICES14102600
BROKERS WORLDWIDE LLC
701 ASHLAND AVENUE BUILDING 24FOLCROFTPA19032SHIPMENT OF PMI PUBLICATIONS2266886
BRANDYWINE OPERATING PARTNERSHIP LLP
PO BOX 11951NEWARKNJ071014951OFFICE RENT2074900
IMAGINATION PUBLISHING
600 W FULTON STREET SUITE 600CHICAGOIL60661WEBSITE CONTENT SERVICES/CREATIVE SERVIC1617596
MCI GROUP ASIA PACIFIC PRIVATE LTD
OUTREACH AND MARKETING SUPPORT SERVICES153322620 BENDEMEER ROADSINGAPORESI339914
FieldValueIRS element (for citing)
Number Of Contractors GT100 K88NumberOfContractorsGT100K
Related Organizations202267RelatedOrganizations
Total Contributions202267TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CERTIFICATION5419007517963575179635
MEMBERSHIP DUES5419004505001045050010
SEMINARS/SYMPOSIUM5419001077593910775939
PUBLICATIONS54190091138169113816
FieldValueIRS element (for citing)
Total Program Service Revenue140119400TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column6057615TotalRevenueColumn
Exclusion$6,057,615ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column862444TotalRevenueColumn
Exclusion$862,444ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real623045Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real465365Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real157680Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column157680TotalRevenueColumn
Exclusion$157,680ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities33362421Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities31075003Securities
Other494Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2287418Securities
Other-494Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2286924TotalRevenueColumn
Exclusion$2,286,924ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
ADVERTISING54180032235753223575
MAILING LISTS AND RENT900099162856162856
MISCELLANEOUS90009945282$45,282
FieldValueIRS element (for citing)
Total Other Revenue3431713TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column153118043TotalRevenueColumn
Related Or Exempt Function Income140119400RelatedOrExemptFunctionIncome
Unrelated Business Revenue3386431UnrelatedBusinessRevenue
Exclusion$9,409,945ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total729510Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total22405Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total259024Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3051902Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total18716558Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1123540Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2664097Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1752185Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1863928Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total359398Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total878929Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total11854961Total

Advertising Advertising

FieldValueIRS element (for citing)
Total5873070Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total16625105Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total648650Total

Royalties Royalties

FieldValueIRS element (for citing)
Total22963Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2323586Total

Travel Travel

FieldValueIRS element (for citing)
Total6263240Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total8829613Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total7018139Total

Insurance Insurance

FieldValueIRS element (for citing)
Total234908Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
CERTIFICATION ADMINISTR16303175
MARKET RESEARCH587915
SUBSCRIPTIONS421073
TAXES304492

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total872271Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total109604637Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY12076296BOY
EOY19471692EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY171924BOY
EOY158344EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1556237BOY
EOY3757304EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY661151BOY
EOY836059EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1782748BOY
EOY2068040EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis54511580LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec37381952LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY18768445BOY
EOY17129628EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY162552038BOY
EOY190078564EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY4387512BOY
EOY4474914EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY267913BOY
EOY349232EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY202224264BOY
EOY238323777EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY9594105BOY
EOY12851571EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY28063837BOY
EOY30287747EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY4786064BOY
EOY2518835EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY42444006BOY
EOY45658153EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY159780258BOY
EOY192665624EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY159780258BOY
EOY192665624EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY202224264BOY
EOY238323777EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses43513406ReconcilationRevenueExpenses
Reconcilation Other Changes-10628040ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nondeduct0SubstantiallyAllDuesNondeduct
Only In House Lobbying0OnlyInHouseLobbying
Agree To Carryover Prior Year0AgreeToCarryoverPriorYear
Dues Assessments40539332DuesAssessments
Non Ded Lobby Political Current343983NonDedLobbyPoliticalCurrent
Non Ded Lobby Political Total343983NonDedLobbyPoliticalTotal
Taxable$343,983TaxableAmount

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1417666BeginningOfYearBalance
Contributions278218Contributions
Investment Earnings Or Losses-10713InvestmentEarningsOrLosses
Grants Or Scholarships185310GrantsOrScholarships
End Of Year Balance1499861EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1307234BeginningOfYearBalance
Contributions277760Contributions
Investment Earnings Or Losses85577InvestmentEarningsOrLosses
Grants Or Scholarships252905GrantsOrScholarships
End Of Year Balance1417666EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance863683BeginningOfYearBalance
Contributions398910Contributions
Investment Earnings Or Losses111599InvestmentEarningsOrLosses
Grants Or Scholarships66958GrantsOrScholarships
End Of Year Balance1307234EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance613082BeginningOfYearBalance
Contributions375900Contributions
Investment Earnings Or Losses-82799InvestmentEarningsOrLosses
Grants Or Scholarships42500GrantsOrScholarships
End Of Year Balance863683EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis792689OtherCostOrOtherBasis
Book Value792689BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis3928185OtherCostOrOtherBasis
Depreciation1169267Depreciation
Book Value2758918BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis6561655OtherCostOrOtherBasis
Depreciation2640353Depreciation
Book Value3921302BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis8588751OtherCostOrOtherBasis
Depreciation6320664Depreciation
Book Value2268087BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis34640300OtherCostOrOtherBasis
Depreciation27251668Depreciation
Book Value7388632BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings17129628TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
DEFERRED RENT LIABILITY$2,406,263
SECURITY DEPOSITS$44,000
DEFERRED COMPENSATION$68,572
FieldValueIRS element (for citing)
Total Of Amounts2518835TotalOfAmounts
Total Revenue153118043TotalRevenue
Total Expenses109604637TotalExpenses
Excess Or Deficit For Year43513406ExcessOrDeficitForYear
Net Unrealized GL On Investments-10628040NetUnrealizedGLOnInvestments
Total Adjustments-10628040TotalAdjustments
Excess Or Deficit Per FS32885366ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt142955367TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-10628040NetUnrealizedGainsInvestments
Other Revenues465364OtherRevenues
Revenue Not Rptd F990-10162676RevenueNotRptdF990
Revenue Subtotal153118043RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990153118043TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt110070001TotExpensesEtcAuditedFinclStmt
Other Expenses Included465364OtherExpensesIncluded
Expenses Not Rptd F990465364ExpensesNotRptdF990
Expenses Subtotal109604637ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990109604637TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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 465,364.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 465,364.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (25 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
SOUTH ASIA39PROGRAM SERVICESTO 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 AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT.2455775
EAST ASIA AND THE PACIFIC211PROGRAM SERVICESTO 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 AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT.2397940
EUROPEPROGRAM SERVICESTHE PMI GLOBAL CONGRESS EMEA AND LEADERSHIP INSTITUTE MEETING WERE HELD IN DUBLIN, IRELAND. THE GLOBAL CONGRESS WAS A PROFESSIONAL DEVELOPMENT EVENT THAT PROVIDED A 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.1214138
EUROPE11PROGRAM SERVICESMCI IS PMI'S THIRD PARTY REPRESENTATIVE IN BRUSSELS, BELGIUM 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 AND CONDUCTS OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT.1079782
EAST ASIA AND THE PACIFIC11PROGRAM SERVICESMCI 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 AND CONDUCTS OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT.1533226
EUROPE11PROGRAM SERVICESINTEREL IS A CONSULTING FIRM IN EUROPE ASSISTING PMI CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT.660825
CENTRAL AMERICA AND THE CARIBBEAN11PROGRAM SERVICESPROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS.140319
EAST ASIA AND THE PACIFIC11PROGRAM SERVICESPROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS.5076291
EUROPE11PROGRAM SERVICESPROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS AND CUSTOMER SERVICE SUPPORT FOR REGIONAL MEMBERS AND CHAPTERS.2246829
MIDDLE EAST AND NORTH AFRICA11PROGRAM SERVICESPROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS.703199
RUSSIA & THE NEWLY INDEPENDENT STATES11PROGRAM SERVICESPROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS.77216
SOUTH AMERICA11PROGRAM SERVICESPROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS.658628
SOUTH ASIA11PROGRAM SERVICESPROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS, AND CUSTOMER SERVICE SUPPORT FOR REGIONAL MEMBERS AND CHAPTERS.666387
SUB-SAHARAN AFRICA11PROGRAM SERVICESPROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE EXAM DELIVERY SERVICES TO CERTIFICATION APPLICANTS.318331
EAST ASIA AND THE PACIFICPROGRAM SERVICESPMI HELD A MEGA ITEM WRITING MEETING IN THE MELBOURNE, AUSTRALIA, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS.208717
EUROPEPROGRAM SERVICESPMI HELD A MEGA ITEM WRITING MEETING IN WARSAW, POLAND, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS.147571
NORTH AMERICAPROGRAM SERVICESPMI HELD A MEGA ITEM WRITING MEETING IN TORONTO, CANADA, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS.89376
SOUTH AMERICAPROGRAM SERVICESPMI HELD A MEGA ITEM WRITING MEETING IN SANTIAGO, CHILE, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS.246237
SOUTH AMERICAPROGRAM SERVICESPMI SUPPORTED REGIONAL CONGRESS EVENTS THROUGHOUT LATIN AMERICA DURING 2011 IN ADDITION TO A LEADERSHIP INSTITUTE MEETING & MASTER CLASS IN BRAZIL. 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 & MASTER CLASS PROVIDED INVALUABLE OPPORTUNITIES TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SKILL ENHANCEMENT.214769
EAST ASIA & THE PACIFICPROGRAM SERVICESPMI SUPPORTED REGIONAL CONGRESS EVENTS AND FORUMS THROUGHOUT THE ASIA PACIFIC REGION DURING 2011. THE REGIONAL CONGRESS EVENTS AND FORUMS 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.207493
SOUTH AMERICA11PROGRAM SERVICESLILIANA BUCHTIK IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO MAINTAIN CONTENT IN PMI'S LOCAL WEB PORTAL AND SUPPORT REGIONAL RELATIONSHIP MANAGEMENT FOR THE PURPOSE OF GROWING & MAINTAINING PMI'S MEMBERSHIP, CREDENTIAL HOLDER & CHAPTER BASE IN LATIN AMERICA (EXCLUDING BRAZIL).162710
SOUTH AMERICA11PROGRAM SERVICESJULIANO FERRAZ REIS IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO MAINTAIN CONTENT IN PMI'S LOCAL WEB PORTAL AND SUPPORT REGIONAL RELATIONSHIP MANAGEMENT FOR THE PURPOSE OF GROWING & MAINTAINING PMI'S MEMBERSHIP, CREDENTIAL HOLDER & CHAPTER BASE IN BRAZIL.152333
NORTH AMERICAPROGRAM SERVICESPMI HELD A GLOBAL EXECUTIVE COUNCIL MEETING IN VANCOUVER, CANADA, DURING WHICH MEMBERS OF THE INSTITUTE'S ELITE COMMUNITY OF INDUSTRY AND GOVERNMENT PROJECT MANAGEMENT DIRECTORS AND THOUGHT LEADERS WHO INFLUENCE AND ADVANCE THE PROJECTC AND PROGRAM MANAGEMENT PROFESSIONS EXCHANGE IDEAS ON TODAY'S PROJECT CHALLENGES AND EMERGING TRENDS.229558
NORTH AMERICAPROGRAM SERVICESPMI HELD A GLOBAL EXECUTIVE COUNCIL MEETING IN VANCOUVER, CANADA, DURING WHICH MEMBERS OF THE INSTITUTE'S ELITE COMMUNITY OF INDUSTRY AND GOVERNMENT PROJECT MANAGEMENT DIRECTORS AND THOUGHT LEADERS WHO INFLUENCE AND ADVANCE THE PROJECTC AND PROGRAM MANAGEMENT PROFESSIONS EXCHANGE IDEAS ON TODAY'S PROJECT CHALLENGES AND EMERGING TRENDS.120156
EUROPEPROGRAM SERVICESPMI OFFERED SEMINARSWORLD IN DUBLIN, LONDON, AND BERLIN. SEMINARSWORLD ARE PROFESSIONAL DEVELOPMENT OPPORTUNITIES THAT ALLOW PMI'S MEMBERS AND CERTIFICATE HOLDERES TO DEEPEN THEIR KNOWLEDGE ON SPECIFIC PROJECT MANAGEMENT TOPICS VIA FACE-TO-FACE SEMINARS WHERE SKILLED SEMINAR LEADERS BRING THE VALUE OF THEIR REAL-WORLD PROJECT EXPERIENCES.400074
FieldValueIRS element (for citing)
Subtotal Number Of Offices10SubtotalNumberOfOffices
Subtotal Number Of Employees25SubtotalNumberOfEmployees
Cont Number Of Offices8ContNumberOfOffices
Cont Number Of Employees8ContNumberOfEmployees
Total Number Of Offices18TotalNumberOfOffices
Total Number Of Employees33TotalNumberOfEmployees
Subtotal Amount Spent14558296SubtotalAmountSpent
Cont Amount Spent6849584ContAmountSpent
Total Amount Spent21407880TotalAmountSpent
No Recipient Over5 KXNoRecipientOver5K

Grants To Orgs Outside US GrantsToOrgsOutsideUS (9 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuation
EUROPERESEARCH GRANT16000CHECKN/AN/A
NORTH AMERICARESEARCH GRANT90000CHECKN/AN/A
EUROPERESEARCH GRANT42167CHECKN/AN/A
EUROPERESEARCH GRANT16667CHECKN/AN/A
NORTH AMERICARESEARCH GRANT16667CHECKN/AN/A
NORTH AMERICACHAPTER CHARTERING COSTS1774CHECKN/AN/A
EUROPERESEARCH GRANT11667CHECKN/AN/A
EAST ASIA AND THE PACIFICRESEARCH GRANT4000CHECKN/AN/A
EAST ASIA AND THE PACIFICRESEARCH GRANT10000CHECKN/AN/A

Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod 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 CARIBBEAN1900CHECKN/AN/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 REGIONAL MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT.EAST ASIA AND THE PACIFIC2431080CHECKN/AN/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 REGIONAL MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT.EUROPE54603CHECKN/AN/A
EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI REGIONAL MENTOR PROGRAM. THE PMI REGIONAL MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT.MIDDLE EAST & NORTH AFRICA1565CHECKN/AN/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 AMERICA1900CHECKN/AN/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 AMERICA51930CHECKN/AN/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 ASIA1210105CHECKN/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership1ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
PMI EDUCATIONAL FOUNDATION
14 CAMPUS BOULEVARDNEWTOWN SQUAREPA19073232630701501(C)(3)550000125251FMVIN-KIND CONTRIBUTIONS - FACILITIESTO PROMOTE PROJECT MANAGEMENT PRINCIPLES GLOBALLY TO COMMUNITIES INCLUDING STUDENTS, NON-PROFIT ORGANIZATIONS AND SOCIETY AT LARGE.
STEVENS INSTITUTE OF TECHNOLOGY
CASTLE POINT ON HUDSONHOBOKENNJ07030221487354501(C)(3)306670N/AN/AGLOBAL RESEARCH GRANT
UNIVERSITY OF HOUSTON
PO BOX 27405HOUSTONTX77227746041411501(C)(3)100000N/AN/AGLOBAL RESEARCH GRANT
PMI CENTRAL MISSISSIPPI CHAPTER
1401 LIVINGSTONE LANEJACKSONMS32913900712893501(C)(6)27690N/AN/ANEW CHAPTER START-UP FUNDS
PMI CALIFORNIA CENTRAL VALLEY CHAPTER
2015 E SHIELDS STREETFRESNOCA93726274236739501(C)(6)16560N/AN/ANEW CHAPTER START-UP FUNDS
NORTH CAROLINA STATE UNIVERSITY
PO BOX 7204RALEIGHNC27695566049503501(C)(3)40000N/AN/AGLOBAL RESEARCH GRANT
THE GEORGE WASHINGTON UNIVERSITY
20101 ACADEMIC WAYASHBURNVA20147530196584501(C)(3)46670N/AN/AGLOBAL RESEARCH GRANT
NEWTOWN SQUARE FIRE COMPANY
8 N NEWTOWN STREET ROADNEWTOWN SQUAREPA19073236272827501(C)(3)5000N/AN/ACHARITABLE CONTRIBUTION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants4TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount 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.1512889
EDUCATIONAL - FOR INDIVIDUALS TO ATTEND THE PMI REGIONAL MENTOR PROGRAM. THE PMI REGIONAL MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT.79516

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
GREGORY BALESTRERO
1661350001258489000380701428431012584890
MARK LANGLEY
44392800010757280685720352430162347106973270
WILLIAM SCARBOROUGH
19117101988204363000335570248973000
JOHN DOYLE
19370601986003066000353730252005000
DOROTHY MCKELVY
17852402155201209000313470232632000
FRANCISCO SCHETTINI
17662401820502018000351090231956000
BRIAN WEISS
1761960182050341000294980224240000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 1AReturnReference
ExplanationLISTED 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 (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 6MEMBER 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 7ATHE 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 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 11A 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 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.
FORM 990, PART VI, SECTION B, LINE 12CPMI 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 15PMI 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 19THE 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 XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -10,628,040.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2C:THE PERFORMANCE OVERSIGHT COMMITTE IS REPSONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile Foreign CountryLegalDomicileForeignCountryTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Province Or StateAddressForeign/ProvinceOrState
PMI AUSTRALASIA PTY LIMITED
LEVEL 20 TOWER 2 DARLING PARK 201SYDNEYASNSW 2001980607905COORDINATING PROJECT MANAGEMENT SERVICESAS384490179401PROJECT MANAGEMENT INSTITUTE
PMI (BEIJING) PROJECT MANAGEMENT TECHNOLOGY CO LTD
RM 16054-1605A 16/F IDEAL INTERNHAIDAN DISTRICTCH100080980609885COORDINATING PROJECT MANAGEMENT SERVICESCH20424501403789PROJECT MANAGEMENT INSTITUTEBEIJING

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1PROJECT MANAGEMENT INSTITUTE EDUCATION FOUNDATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line114 CAMPUS BOULEVARDAddressLine1
CityNEWTOWN SQUARECity
StatePAState
ZIP Code190733299ZIPCode
FieldValueIRS element (for citing)
EIN232630701EIN
Primary ActivitiesEXPANDING EDUCATIONAL OPPORTUNITIES FOR FUTURE PROJECT MANAGERSPrimaryActivities
Legal Domicile StatePALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status509(A)(3) - TYPE 1PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PROJECT MANAGEMENT INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org1ControlledOrg

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1PMI ORGANIZATION CENTRE PVT LTDBusinessNameLine1

Address Foreign AddressForeign

FieldValueIRS element (for citing)
Address Line11031 REGUS BANDRA KURLA COMPLEXAddressLine1
CityMUMBAICity
CountryINCountry
Postal Code400051PostalCode
FieldValueIRS element (for citing)
EIN980566940EIN
Primary ActivityCOORDINATING PROJECT MANAGEMENT SERVICESPrimaryActivity
Legal Domicile Foreign CountryINLegalDomicileForeignCountry

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PROJECT MANAGEMENT INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeRELATEDPredominantIncomeType
Share Of Total Income2492523ShareOfTotalIncome
Share Of EOY Assets1115011ShareOfEOYAssets
Disproportionate Allocations0DisproportionateAllocations
General Or Managing Partner1GeneralOrManagingPartner
Percentage Ownership0.99900PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION
B675251CASH/NON-CASH(FMV)
PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION
P404422CASH
PMI ORGANIZATION CENTRE PVT LTD
Q2178135CASH
PMI AUSTRALASIA PTY LIMITED
Q383247CASH
PMI (BEIJING) PROJECT MANAGEMENT TECHNOLOGY CO LTD
Q2037881CASH
SPECIAL INTEREST GROUPS (SIGS)
C202267CASH

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