Project Management Institute - Minnesota Chapter (EIN 411990654) - 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

1984

Legal Domicile

Principal Officer

GERALDINE MARKS

Phone

6519176246

Tax Period

2023-01-01 to 2023-12-31

Project Management Institute - Minnesota Chapter, founded in 1984, is a small nonprofit that reported $303K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $267K left a modest 12% surplus.

Mission

PMIMNS MISSION IS TO PROVIDE INCREASING VALUE TO OUR MEMBERSHIP ACROSS DISCIPLINES THROUGH LEARNING AND EXCHANGING IDEAS

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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 $18,220

Program Service Revenue $258,189

Investment Income $26,254

Other Revenue $0

TOTAL REVENUE $302,663

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $262,805

TOTAL EXPENSES $266,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,663	$274,670	+0.1%
Expenses	$266,805	$6,000	+43.5%
Net Income	$35,858	$268,670	-0.9%

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

N/A

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
GERALDINE MARKS	President CEO	6.000	Officer Director	$0	$0	$0
ISIUWA TANIMOJO	President Elect COO	6.000	Director	$0	$0	$0
GIRIMA ANDERSON	Director of Finance	6.000	Officer Director	$0	$0	$0
MATT MEHRING	Director of Governance	6.000	Officer Director	$0	$0	$0
KATIE HOFFER	Director at Large	6.000	Officer	$0	$0	$0
TERRI KIMBALL	Director at Large	6.000	Officer	$0	$0	$0
MIRIAM ISAAC	Director at Large	N/A	Officer	$0	$0	$0
MELISSA MERCHANT	Director at Lager	6.000	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	$302,663	$266,805	$983,261	$35,858
2022	$274,670	$357,048	$945,912	$-82,378
2021	$494,780	$270,299	$1,003,818	$224,481
2020	$284,508	$275,361	$796,484	$9,147
2019	$580,331	$680,041	$806,763	$-99,710
2018	$727,170	$802,795	$917,196	$-75,625

Project Management Institute - Minnesota Chapter