PROJECT MANAGEMENT INST MASS BAY CHAPTER (EIN 043531625) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

DEEPTI GARG

Phone

7818941842

Tax Period

2024-01-01 to 2024-12-31

PROJECT MANAGEMENT INST MASS BAY CHAPTER, founded in 2000, is a micro nonprofit in the Community Improvement sector that reported $86K in total revenue in fiscal year 2024. Expenses of $109K exceeded revenue, resulting in a 27% operating deficit.

Mission

TO PROMOTE THE PRINCIPLES AND PRACTICES OF PROJECT MANAGEMENT WITHIN THE GREATER BOSTON AREA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,000

Program Service Revenue $84,822

Investment Income $182

Other Revenue $0

TOTAL REVENUE $86,004

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $108,674

TOTAL EXPENSES $109,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,004	$84,868	+0.0%
Expenses	$109,174	$98,320	+0.1%
Net Income	$-23,170	$-13,452	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FELIX CARTAGENA JR	PRESIDENT	5.88	Officer Director	$0	$0	$0
DEEPTI GARG	VP FINANCE	3.28	Officer Director	$0	$0	$0
WILLIAM KIM MACKIEWICZ	EXECUTIVE VICE PRESIDENT	0.13	Director	$0	$0	$0
VIDYARANYA MANDA	VP BUSINESS DEVELOPMENT (LEFT 08/24)	0.96	Director	$0	$0	$0
WAI YIN LEWIS LAU	VP TECHNOLOGY	0.62	Director	$0	$0	$0
SVETLANA LYONS	VP MARKETING & COMMUNICATIONS	1.92	Director	$0	$0	$0
SANJAY PATEL	VP MEMBERSHIP & VOLUNTEERS	0.62	Director	$0	$0	$0
GREGORY L PAUL	VP OPERATIONS	3.82	Director	$0	$0	$0
DONNA D GREGORIO	VP PROFESSIONAL DEVELOPMENT	2.21	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$86,004	$109,174	$474,867	$-23,170
2023	$84,868	$98,320	$496,210	$-13,452
2022	$96,965	$85,022	$511,382	$11,943
2019	$149,239	$137,662	$439,154	$11,577
2018	$160,112	$154,689	$413,774	$5,423

PROJECT MANAGEMENT INST MASS BAY CHAPTER