PROJECT MANAGEMENT INSTITUTE - GREAT LAKES CHAPTER INC (EIN 382909930) - 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

1978

Legal Domicile

Principal Officer

JONATHON FALCON

Phone

3136637053

Tax Period

2023-01-01 to 2023-12-31

PROJECT MANAGEMENT INSTITUTE - GREAT LAKES CHAPTER INC, founded in 1978, is a small nonprofit in the Community Improvement sector that reported $158K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

FURTHER PROGRAM MANAGEMENT.

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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 $149,740

Investment Income $8,202

Other Revenue $0

TOTAL REVENUE $157,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $166,970

TOTAL EXPENSES $166,970

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,942	$116,813	+0.4%
Expenses	$166,970	$159,143	+0.0%
Net Income	$-9,028	$-42,330	-0.8%

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

N/A

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
MICHELE PATERA	PRESIDENT	N/A	Officer	$0	$0	$0
JERRY GUSMANO	PAST PRESIDE	N/A	Officer	$0	$0	$0
ANTHONY AMALRAJ	PRESIDENT EL	N/A	Officer	$0	$0	$0
SYNTHIA ADAMS	VP COMMUNICA	N/A	Officer	$0	$0	$0
JONATHON FALCON	VP FINANCE	N/A	Officer	$0	$0	$0
SRINI PANNAMAR	VP MARKETING	N/A	Officer	$0	$0	$0
SURYA PRAKASH	VP MEMBERSHI	N/A	Officer	$0	$0	$0
LEIGHANNE MARTIN	VP OUTREACH	N/A	Officer	$0	$0	$0
SUJA JOSEPH	VP PROF DEVE	N/A	Officer	$0	$0	$0
JEN MAYNARD	VP ADMINISTR	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
2023	$157,942	$166,970	$172,304	$-9,028
2022	$116,813	$159,143	$167,540	$-42,330
2021	$140,489	$120,250	$243,080	$20,239
2020	$133,699	$123,317	$210,728	$10,382
2019	$307,337	$330,952	$185,482	$-23,615
2018	$256,580	$268,931	$194,001	$-12,351

PROJECT MANAGEMENT INSTITUTE - GREAT LAKES CHAPTER INC