PROJECT MANAGEMENT INSTITUTE - DEL… - Form 990 Financial Data

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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

1979

Legal Domicile

Principal Officer

KENNETH GOLKIN PMP

Phone

6094051625

Tax Period

2023-01-01 to 2023-12-31

PROJECT MANAGEMENT INSTITUTE - DELAWARE VALLEY CHAPTER, founded in 1979, is a small nonprofit in the Community Improvement sector that reported $228K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $914K represent 48 months of operating reserves.

Mission

THE PROJECT MANAGEMENT INSTITUTE - DELAWARE VALLEY CHAPTER (PMI-DVC) WILL PROVIDE A FORUM FOR PROJECT MANAGEMENT PROFESSIONALS TO PROMOTE THE PRINCIPLES OF THE PROJECT MANAGEMENT INSTITUTE THROUGH NETWORKING WITH OTHER PROJECT MANAGEMENT PROFESSIONALS, SHARING PROJECT EXPERIENCES, PROVIDING AND RECEIVING TRAINING, AND SUPPORTING PROJECT MANAGEMENT PROFESSIONALS IN THEIR CERTIFICATION EFFORTS. THE CHAPTER SERVES MEMBERS IN THE COMBINED GREATER PHILADELPHIA, SOUTH JERSEY, DELAWARE, AND EASTERN SHORE REGIONS.

Program Service Accomplishments

Program 1

IN 2023, THE CHAPTER CONDUCTED VIRTUAL AND IN-PERSON MEETINGS FEATURING SPEAKERS WHO PRESENTED ON A VARIETY OF PROJECT MANAGEMENT SUBJECTS. THESE MEETINGS INCLUDED NETWORKING OPPORTUNITIES...

IN 2023, THE CHAPTER CONDUCTED VIRTUAL AND IN-PERSON MEETINGS FEATURING SPEAKERS WHO PRESENTED ON A VARIETY OF PROJECT MANAGEMENT SUBJECTS. THESE MEETINGS INCLUDED NETWORKING OPPORTUNITIES. ADDITIONALLY, THE CHAPTER CONDUCTED A VARIETY OF PROJECT MANAGEMENT CLASSES FOCUSED ON FOUNDATIONS IN PROJECT MANAGEMENT, PROJECT MANAGEMENT PROFESSIONAL (PMP) EXAM PREPARATION, AND CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (CAPM) EXAM PREPARATION CERTIFICATION CLASSES FOR MEMBER AND NON-MEMBERS. ALL CLASSES ARE DESIGNED TO HELP STUDENTS MEET EDUCATION REQUIREMENTS TO TAKE PMP AND CAPM EXAMINATIONS TO FURTHER THEIR PROJECT MANAGEMENT CAREERS.

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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 $0

Program Service Revenue $186,767

Investment Income $41,501

Other Revenue $0

TOTAL REVENUE $228,268

Expense Breakdown

Grants Paid $6,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $243,935

TOTAL EXPENSES $250,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,268	$193,529	+0.2%
Expenses	$250,435	$195,175	+0.3%
Net Income	$-22,167	$-1,646	+12.5%

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

150

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
KENNETH GOLKIN PMP	PRESIDENT AS OF NOV 2023	10.00	Officer Director	$0	$0	$0
ROBERT COCHRAN PMP	PRESIDENT TO OCT 2023	10.00	Officer Director	$0	$0	$0
RICHARD LOBRON PMP	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MARIE HEGARTY PMP	VICE PRESIDENT OF MEMBERSHIP	5.00	Officer Director	$0	$0	$0
FRANK GORMAN JD	SECRETARY	10.00	Officer Director	$0	$0	$0
RICHARD RINALDI PMP	TREASURER AS OF JAN 2023	5.00	Officer Director	$0	$0	$0
DANIEL MARCQ JR PMP	TREASURER TO JAN 2023	5.00	Officer Director	$0	$0	$0
ALLEN HUGHES	VP, INFORMATION RESOURCES	5.00	Director	$0	$0	$0
FRANK MCKEOWN PMP	VP, PROFESSIONAL DEVELOPMENT	5.00	Director	$0	$0	$0
KAITLYN LUBOFF PMP	VP, MARKETING & COMMUNICATIONS	5.00	Director	$0	$0	$0
LEIGH ANN GUNTHER PMP PMI-ACP	VP, EDUCATION	5.00	Director	$0	$0	$0
KEVIN MAYHEW PMP	VP, EDUCATION TO JAN 2023	5.00	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	No data	No data	No data	No data
2023	$228,268	$250,435	$925,705	$-22,167
2022	$193,529	$195,175	$835,117	$-1,646
2021	$200,535	$164,583	$847,341	$35,952
2020	$217,926	$168,056	$883,655	$49,870
2019	$353,950	$325,106	$747,849	$28,844
2018	$361,125	$241,989	$648,677	$119,136

PROJECT MANAGEMENT INSTITUTE - DELAWARE VALLEY CHAPTER