Project Management Institute Southern New England Chapter (EIN 061604979) - 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

1983

Legal Domicile

Principal Officer

Phillip Bradford

Phone

2032526450

Tax Period

2023-01-01 to 2023-12-31

Project Management Institute Southern New England Chapter, founded in 1983, is a small nonprofit in the Community Improvement sector that reported $112K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $267K exceeded revenue, resulting in a 138% operating deficit.

Mission

Training and representing project managers as a professional group, while informing, educating and training its members and the network.

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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 (2023)

Revenue Breakdown

Contributions & Grants $40,748

Program Service Revenue $71,445

Investment Income $171

Other Revenue $0

TOTAL REVENUE $112,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $267,251

Other Expenses $267,251

TOTAL EXPENSES $267,251

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,364	$98,905	+0.1%
Expenses	$267,251	$216,525	+0.2%
Net Income	$-154,887	$-117,620	+0.3%

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
Mary Jane Lawton	President and CEO	10.00	Officer	$0	$0	$0
Amy Paros	Vice President and COO	10.00	Officer	$0	$0	$0
Jay Fakilede	CFO	5.00	Officer	$0	$0	$0
Jeff Pierson	Secretary	5.00	Officer	$0	$0	$0
Darwyn Azzinaro	BOD	5.00		$0	$0	$0
Phillip Bradford	BOD	5.00		$0	$0	$0
Greg Gregonis	BOD	5.00		$0	$0	$0
Kerry Wills	BOD	5.00		$0	$0	$0
Sharon Okoye	BOD	5.00		$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
2024	No data	No data	No data	No data
2023	$112,364	$267,251	$157,863	$-154,887
2022	$98,905	$216,525	$320,657	$-117,620
2021	$156,565	$162,492	$439,389	$-5,927
2020	$174,552	$103,668	$441,126	$70,884

Project Management Institute Southern New England Chapter