2011-08-15T15:35:48-05:00 2010-12-31 ELKO & ASSOCIATES LTD 2 WEST BALTIMORE AVENUE SUITE 210 MEDIA PA 19063 990 2010-01-01 231887442 PROJECT MANAGEMENT INSTITUTE PROJ 6103564600 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 MARK LANGLEY 6103564600 2011-08-15 1 COLLEEN COOKE-VARALLO CPA 6105653930 2011-08-15 2010 2016-02-24 21:20:13Z SAME AS ABOVE MARK A LANGLEY 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 184910050 0 3735 X WWW.PMI.ORG X 1969 PA TO ADVANCE 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. 15 15 279 3879 2678614 0 0 0 115623953 115154900 1127236 5848259 4045428 4104622 120796617 125107781 255457 623445 0 0 23034128 24398263 0 0 0 74159392 71555520 97448977 96577228 23347640 28530553 159676757 202224264 40071921 42444006 119604836 159780258 X TO ADVANCE 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. 0 0 CERTIFICATIONS: 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 412,000 CERTIFIED PMPS AROUND THE WORLD AS OF DECEMBER 2010. PMI ALSO OFFERS CERTIFICATION IN SPECIFIC AREAS OF PROJECT MANAGEMENT, INCLUDING CERTIFICATION FOR PROJECT RISK (PMI-RP) AND PROJECT SCHEDULING PROFESSIONALS (PMI-SP). PMI ALSO CERTIFIES NEWER MEMBERS OF THE PROJECT MANAGEMENT PRACTITIONERS THROUGH ITS CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (CAPM). STANDARDS: 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. PUBLICATIONS: 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. SEMINARS 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 SEMINARS WORLD AND VIRTUAL EDUCATIONAL OFFERINGS TO HELP PRACTITIONERS ENHANCE THEIR KNOWLEDGE OF PROJECT MANAGEMENT. 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 137 0 279 1 1 1 1 IN CH BE AS 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X PROJECT MANAGEMENT INSTITUTE 6103564600 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 190733299 EUGENE BOUNDS 3.50 X 0 0 0 BETH PARTLETON 3.50 X 0 0 0 PETER MONKHOUSE 3.50 X 0 0 0 FREDERICK ARNOLD 3.50 X 0 0 0 YANPING CHEN 3.50 X 0 0 0 SHIRLEY EDWARDS 3.50 X 0 0 0 JANE FARLEY 3.50 X 0 0 0 DEANNA LANDERS 3.50 X 0 0 0 LOUIS J MERCKEN 3.50 X 0 0 0 JON MIHALIC 3.50 X 0 0 0 WILLIAM MOYLAN 3.50 X 0 0 0 FRANK PARTH 3.50 X 0 0 0 VIJAY PRASAD 3.50 X 0 0 0 KATHLEEN ROMERO 3.50 X 0 0 0 RICARDO TRIANA 3.50 X 0 0 0 MARK LANGLEY 50.00 X 493051 0 247830 GREGORY BALESTRERO 50.00 X 748943 0 545470 JOHN DOYLE 50.00 X 214856 0 36010 WILLIAM SCARBOROUGH 50.00 X 212236 0 34143 DOROTHY MCKELVY 50.00 X 196201 0 31518 FRANCISCO SCHETTINI 50.00 X 192572 0 31402 BRIAN WEISS 50.00 X 191368 0 28733 2249227 0 955106 41 0 1 0 PROMETRIC PO BOX 223608 PITTSBURGH PA 152512608 TESTING SERVICES 10061072 BROKERS WORLDWIDE LLC 701 ASHLAND AVENUE BUILDING 24 FOLCROFT PA 19032 SHIPMENT OF PMI PUBLICATIONS 2298646 MCI BENELUX SA (GIC) AVENUE DE TERVUEREN 300 BRUSSELS BE B-1150 OUTREACH AND MARKETING SUPPORT SERVICES 2043425 IMAGINATION PUBLISHING 600 W FULTON STREET SUITE 600 CHICAGO IL 60661 WEBSITE CONTENT SERVICES/CREATIVE SERVIC 1593193 BRANDYWINE OPERATING PARTNERSHIP LP PO BOX 11951 NEWARK NJ 071014951 RENT 844890 108 CERTIFICATION 541900 53327735 53327735 MEMBERSHIP DUES 541900 40265657 40265657 SEMINARS/SYMPOSIUM 541900 11558402 11558402 PUBLICATIONS 541900 10003106 10003106 115154900 4611939 4611939 822586 822586 615065 230880 384185 384185 384185 60781176 26533 58660110 911279 2121066 -884746 1236320 1236320 ADVERTISING 541800 2678614 2678614 MAILING LISTS AND RENT 900099 217947 217947 MISCELLANEOUS 900099 1290 1290 2897851 125107781 115154900 2678614 7274267 371614 78631 173200 2035294 17494396 1120277 2273513 1474783 725796 368077 667144 10120979 4520512 15190481 2031795 31978 2167494 4682394 9349729 7725190 215183 CERTIFICATION ADMINISTR 11682651 MARKET RESEARCH 762416 SUBSCRIPTIONS 489391 TAXES 460764 COPYWRITING SERVICES 150253 213293 96577228 15093022 12076296 140660 171924 1286229 1556237 843714 661151 1784220 1782748 49185526 30417081 22339661 18768445 115907698 162552038 1859632 4387512 421921 267913 159676757 202224264 10594997 9594105 25179625 28063837 4297299 4786064 40071921 42444006 X 119604836 159780258 119604836 159780258 159676757 202224264 X 28530553 11644869 X 0 1 1 X 0 0 0 0 40265657 22768 22768 0 22768 2318980 116518 85577 304819 2216256 2056608 251582 111599 100809 2318980 1571578 655804 113024 57750 2056608 0.36000 0.45000 0.19000 0 1 1 792689 792689 3928185 1071062 2857123 6510532 1987083 4523449 7921923 4908272 3013651 30032197 22450664 7581533 18768445 DEFERRED RENT LIABILITY 2678879 SECURITY DEPOSITS 44000 DEFERRED COMPENSATION 2063185 4786064 125107781 96577228 28530553 11644869 11644869 40175422 136983529 11644869 230879 11875748 125107781 0 125107781 96808107 230879 230879 96577228 0 96577228 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 230,879. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 230,879. 1 SOUTH ASIA 2 9 PROGRAM SERVICES TO 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 TO ARRANGE, ESTABLISH, ENCOURAGE, PROMOTE, MANAGE AND ORGANIZE MARKETING OPERATIONS AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. 1765802 EAST ASIA AND THE PACIFIC 3 10 PROGRAM SERVICES TO 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 TO ARRANGE, ESTABLISH, ENCOURAGE, PROMOTE, MANAGE AND ORGANIZE MARKETING OPERATIONS AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. 1898551 EUROPE PROGRAM SERVICES THE PMI GLOBAL CONGRESS EMEA AND LEADERSHIP INSTITUTE MEETING WERE HELD IN MILAN, ITALY. THE GLOBAL CONGRESS WAS A PROFESSIONAL DEVELOPMENT EVENT THAT PROVIDED AN 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. 1299501 EUROPE 1 1 PROGRAM SERVICES MCI IS PMI'S THIRD PARTY REPRESENTATIVE IN BRUSSELS 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 TO ARRANGE, ESTABLISH, ENCOURAGE, PROMOTE, MANAGE AND ORGANIZE MARKETING OPERATIONS AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. 1689937 SOUTH ASIA 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. 499185 EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES MCI 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 TO ARRANGE, ESTABLISH, ENCOURAGE, PROMOTE, MANAGE AND ORGANIZE MARKETING OPERATIONS AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. 1296661 EUROPE 1 1 PROGRAM SERVICES INTEREL IS A CONSULTING FIRM IN EUROPE ASSISTING PMI TO CARRY OUT MARKETING, PROMOTIONAL AND SALES SUPPORT SERVICES FOR THE PRODUCTS AND SERVICES PROVIDED BY PMI TO ARRANGE, ESTABLISH, ENCOURAGE, PROMOTE, MANAGE AND ORGANIZE MARKETING OPERATIONS AND TO CONDUCT OUTREACH TO GOVERNMENT AND BUSINESSES TO PROMOTE THE USE OF BEST PRACTICES IN THE FIELD OF PROJECT MANAGEMENT. 621154 EAST ASIA AND THE PACIFIC PROGRAM SERVICES THE PMI GLOBAL CONGRESS ASIA PACIFIC AND LEADERSHIP INSTITUTE MEETING WERE HELD IN MELBOURNE, AUSTRALIA. THE GLOBAL CONGRESS WAS A PROFESSIONAL DEVELOPMENT EVENT HOSTED BY PMI THAT PROVIDED AN 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. 832274 SUB-SAHARAN AFRICA 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. 273648 EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. 3907799 EUROPE 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. 1595065 SOUTH AMERICA 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. 576763 MIDDLE EAST AND NORTH AFRICA 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. 414603 NORTH AMERICA 1 1 PROGRAM SERVICES PROMETRIC IS A THIRD PARTY REPRESENTATIVE CONTRACTED BY PMI TO PROVIDE TESTING SERVICES AND CUSTOMER SERVICE TO MEMBERS AND CHAPTERS. 3833118 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PMI HELD A MEGA ITEM WRITING MEETING IN THE REGION, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. 219942 EUROPE 0 0 PROGRAM SERVICES PMI HELD A MEGA ITEM WRITING MEETING IN THE REGION, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. 204500 SOUTH AMERICA PROGRAM SERVICES PMI SUPPORTED REGIONAL CONGRESS EVENTS THROUGHOUT LATIN AMERICA DURING 2010 IN ADDITION TO A LEADERSHIP INSTITUTE MEETING IN PANAMA CITY. 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 PROVIDED AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SKILL ENHANCEMENT. 203878 NORTH AMERICA PROGRAM SERVICES PMI SUPPORTED REGIONAL CONGRESS EVENTS THROUGHOUT LATIN AMERICA DURING 2010 IN ADDITION TO A LEADERSHIP INSTITUTE MEETING IN PANAMA CITY. 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 PROVIDED AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SKILL ENHANCEMENT. 35431 NORTH AMERICA PROGRAM SERVICES PMI HELD A MEGA ITEM WRITING MEETING IN THE REGION, DURING WHICH REGIONAL VOLUNTEERS COLLABORATED WITH PMI STAFF TO DEVELOP AND WRITE CERTIFICATION EXAMINATION QUESTIONS FOR PMI'S VARIOUS CREDENTIALS. 185300 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES PMI SUPPORTED REGIONAL CONGRESS EVENTS THROUGHOUT LATIN AMERICA DURING 2010 IN ADDITION TO A LEADERSHIP INSTITUTE MEETING IN PANAMA CITY. 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 PROVIDED AN INVALUABLE OPPORTUNITY TO ACCESS LEADERSHIP AND PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND SKILL ENHANCEMENT. 101907 23 6 29 9903065 11551954 21455019 EUROPE RESEARCH GRANT 8000 CHECK N/A N/A NORTH AMERICA RESEARCH GRANT 10000 CHECK N/A N/A EUROPE RESEARCH GRANT 28500 CHECK N/A N/A EAST ASIA AND THE PACIFIC RESEARCH GRANT 10000 CHECK N/A N/A EUROPE RESEARCH GRANT 20000 CHECK N/A N/A EUROPE RESEARCH GRANT 16667 CHECK N/A N/A NORTH AMERICA RESEARCH GRANT 16667 CHECK N/A N/A EUROPE RESEARCH GRANT 16667 CHECK N/A N/A 8 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 CARIBBEAN 1 1290 CHECK N/A N/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 MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. EAST ASIA AND THE PACIFIC 2 1025 CHECK N/A N/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. EUROPE 4 7250 CHECK N/A N/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 AMERICA 9 11248 CHECK N/A N/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 MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. SOUTH AMERICA 6 8307 CHECK N/A N/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 ASIA 5 5397 CHECK N/A N/A 0 0 0 0 1 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE 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. 1 PMI EDUCATIONAL FOUNDATION 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 232630701 501(C)(3) 150000 N/A N/A TO PROMOTE PROJECT MANAGEMENT PRINCIPLES GLOBALLY TO COMMUNITIES INCLUDING STUDENTS, NON-PROFIT ORGANIZATIONS AND SOCIETY AT LARGE. STEVENS INSTITUTE OF TECHNOLOGY CASTLE POINT ON HUDSON HOBOKEN NJ 07030 221487354 501(C)(3) 36667 N/A N/A GLOBAL RESEARCH GRANT PMI INFORMATION SYSTEMS SIG 934 NORTH UNIVERSITY DRIVE CORAL SPRINGS FL 330717029 233068963 501(C)(3) 13805 N/A N/A TO PROVIDE VOTING AND BALLOTING SOFTWARE PROJECT MANAGEMENT INSTITUTE INFORMATION TECHNOLOGY AND TELECOMMUNICATIONS 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 19073 522276351 501(C)(6) 6136 N/A N/A TO PROVIDE VOTING AND BALLOTING SOFTWARE 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. 56 71489 EDUCATIONAL - FOR INDIVIDUAL TO PARTICIPATE IN THE REGIONAL MENTOR PROGRAM. THE PMI MENTOR PROGRAM FACILITATES THE DEVELOPMENT AND ENHANCEMENT OF PROJECT MANAGEMENT. 5 7142 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X 1 1 X X X X X 0 1 0 MARK LANGLEY 358567 0 130000 0 4484 0 210042 0 37788 0 740881 0 0 0 GREGORY BALESTRERO 508088 0 199685 0 41170 0 489409 0 56061 0 1294413 0 0 0 JOHN DOYLE 188202 0 22876 0 3778 0 0 0 36010 0 250866 0 0 0 WILLIAM SCARBOROUGH 185748 0 22790 0 3698 0 0 0 34143 0 246379 0 0 0 DOROTHY MCKELVY 173534 0 20588 0 2079 0 0 0 31518 0 227719 0 0 0 FRANCISCO SCHETTINI 172775 0 19251 0 546 0 0 0 31402 0 223974 0 0 0 BRIAN WEISS 170070 0 20970 0 328 0 0 0 28733 0 220101 0 0 0 PART I, LINE 1A LISTED 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. FORM 990, PART VI, SECTION A, LINE 6 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 SHALL ESTABLISH AND MAINTAIN 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 11 A 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 RESULTS OF THAT REVIEW ARE THEN PRESENTED TO THE BOARD'S GOVERNANCE COMMITTEE WHICH MAKES THE FINAL DECISION THAT THE DOCUMENT IS READY FOR PRESENTATION TO THE FULL PMI BOARD. 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 12C PMI 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 15 PMI UTILIZES BROAD PAY RANGES THAT ENCOURAGE GROWTH AND DEVELOPMENT WITHIN POSITIONS OVER TIME. BROAD BANDS ARE REVIEWED ANNUALLY WITH MARKET INFORMATION AND MAY BE ADJUSTED IF WARRANTED WITHIN THE FINANCIAL CONDITION OF THE ORGANIZATION AND TO SUSTAIN COMPETITIVENESS. APPLICABLE MARKET DATA IS USED IN THE DETERMINATION OF BASE SALARIES, WITH ATTENTION TO MARKET SENSITIVE TECHNICAL COMPETENCIES AND PMI AS A WHOLE. COMPENSATION REVIEW IS PART OF THE ORGANIZATION PRACTICE TO REGULARLY ASSESS COMPENSATION PROGRAMS AND SYSTEMS. PMI ENGAGES THE ASSISTANCE OF EXTERNAL CONSULTING RESOURCES TO CONDUCT ASSESSMENTS OF COMPENSATION. COMPREHENSIVE STUDIES HAVE BEEN UNDERTAKEN EVERY TWO TO THREE YEARS WITH ANNUAL REVIEW OF BASE SALARY AND TOTAL CASH COMPENSATION FOR SELECT POSITIONS. THE CEO ACTIVELY REVIEWS COMPENSATION PHILOSOPHY, ASSESSES SALARY DATA ON AN ANNUAL BASIS, AND HAS CONDUCTED COMPREHENSIVE STUDIES OF COMPENSATION EVERY TWO TO THREE YEARS. THE ASSESSMENTS INCLUDE DIRECT AND INDIRECT COMPENSATION, AS WELL AS MARKET-BASED COMPARISONS TO COMPARABLE PROFESSIONAL SOCIETIES AND ORGANIZATIONS, BROAD NON-PROFIT INDUSTRY DATA AND OTHER SURVEY INFORMATION ALIGNED WITH THE NATURE OF THE POSITIONS. SIMILAR SIZE, SCOPE OPERATIONS, INTERNATIONAL ACTIVITIES AND/OR SIMILAR MEMBER PROGRAMS ARE INCLUDED ALONG WITH GEOGRAPHIC INFORMATION RELATED TO THE MARKET IN WHICH THE ORGANIZATION COMPETES FOR TALENT. FORM 990, PART VI, SECTION C, LINE 19 THE 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. PMI AUSTRALASIA PTY LIMITED LEVEL 20 TOWER 2 DARLING PARK 201 SYDNEY AS NSW 2001 980607905 COORDINATING PROJECT MANAGEMENT SERVICES AS 332235 188806 N/A PMI (BEIJING) PROJECT MANAGEMENT TECHNOLOGY CO LTD RM 16054-1605A 16/F IDEAL INTERN HAIDAN DISTRICT BEIJING CH 100080 980609885 COORDINATING PROJECT MANAGEMENT SERVICES CH 1851295 1215470 N/A PROJECT MANAGEMENT INSTITUTE EDUCATION FOUNDATION 14 CAMPUS BOULEVARD NEWTOWN SQUARE PA 190733299 232630701 EXPANDING EDUCATIONAL OPPORTUNITIES FOR FUTURE PROJECT MANAGERS PA 501(C)(3) 509(A)(3) - TYPE 1 N/A 1 PMI ORGANIZATION CENTRE PVT LTD 1031 REGUS BANDRA KURLA COMPLEX MUMBAI IN 400051 980566940 COORDINATING PROJECT MANAGEMENT SERVICES IN N/A RELATED 1982555 902723 0 1 0.99900 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION B 150000 CASH PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION P 342446 CASH PMI ORGANIZATION CENTRE PVT LTD Q 1812535 CASH PMI AUSTRALASIA PTY LIMITED Q 331694 CASH PMI (BEIJING) PROJECT MANAGEMENT TECHNOLOGY CO LTD Q 1730980 CASH