PROJECT MANAGEMENT INSTITUTE - ORA… - 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

2000

Legal Domicile

Principal Officer

ROBBIN MACKENZIE-THOMAS

Phone

9492783985

Tax Period

2024-04-01 to 2025-03-31

PROJECT MANAGEMENT INSTITUTE - ORANGE COUNTY, founded in 2000, is a small nonprofit that reported $112K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Net assets of $292K represent 31 months of operating reserves.

Mission

THE ADVANCEMENT OF PROJECT MANAGEMENT AS A PROFESSION.

Program Service Accomplishments

Program 1

PROMOTION OF MEMBERSHIP, COMMUNICATION WITHIN MEMBERSHIP AND CORPORATE RELATIONS.

Program 2

MONTHLY DINNER / SYMPOSIUM MEETINGS WERE CONDUCTED WITH PRESENTATIONS FOR EDUCATIONAL PURPOSES ON TOPICS RELATED TO PROJECT MANAGEMENT.

Program 3

PROFESSIONAL DEVELOPMENT TRAINING WORKSHOPS WERE HELD TO PREPARE PARTICIPANTS TO PASS THE PROJECT MANAGEMENT CERTIFICATION EXAM (PMP)

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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 $0

Program Service Revenue $104,931

Investment Income $6,648

Other Revenue $0

TOTAL REVENUE $111,579

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $112,601

TOTAL EXPENSES $112,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,579	$120,241	-0.1%
Expenses	$112,601	$150,325	-0.3%
Net Income	$-1,022	$-30,084	-1.0%

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

100

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
ROBBIN MACKENZIE-THOMAS	PRESIDENT	N/A	Officer	$0	$0	$0
ELIZABETH BLUSH	VP OF OPERAT	N/A	Officer	$0	$0	$0
WILLIAM NOYES	VP OF COMMUN	N/A	Officer	$0	$0	$0
KAMAL KAUR	VP OF FINANC	N/A	Officer	$0	$0	$0
PAYA EBRAHIMI	VP OF IT-ADM	N/A	Officer	$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	$111,579	$112,601	$292,439	$-1,022
2024	$120,241	$150,325	$293,461	$-30,084
2023	$96,184	$102,582	$323,545	$-6,398
2022	$97,920	$91,388	$329,943	$6,532
2021	$122,227	$76,880	$323,411	$45,347
2020	$207,367	$170,908	$278,064	$36,459

PROJECT MANAGEMENT INSTITUTE - ORANGE COUNTY