PROJECT MANAGEMENT INSTITUTE MADISON/SOUTH CENTRAL WISCONSIN CHAPTER (EIN 562413816) - 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

2004

Legal Domicile

Principal Officer

KEITH THOMPSON

Phone

4147586102

Tax Period

2023-01-01 to 2023-12-31

PROJECT MANAGEMENT INSTITUTE MADISON/SOUTH CENTRAL WISCONSIN CHAPTER, founded in 2004, is a micro nonprofit in the Community Improvement sector that reported $88K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $134K exceeded revenue, resulting in a 52% operating deficit.

Mission

PROVIDE EDUCATIONAL OPPORTUNITIES BY EXPERT INSTRUCTORS TO MEET PMI REQUIREMENTS TO BECOME/REMAIN CERTIFIED. PROJECT MANAGEMENT LEARNING OPPORTUNITIES INCLUDE MONTHLY MEETINGS, PREPARATORY CLASSES (2 TIMES A YEAR) TO STUDY FOR THE PMP EXAM, AND ANNUAL PROFESSIONAL DEVELOPMENT DAY (PDD).

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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 $85,070

Investment Income $2,926

Other Revenue $0

TOTAL REVENUE $87,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $133,881

TOTAL EXPENSES $133,881

Year-over-Year Comparison

	2023	2022	Change
Revenue	$87,996	$103,710	-0.2%
Expenses	$133,881	$93,453	+0.4%
Net Income	$-45,885	$10,257	-5.5%

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

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
KEITH THOMPSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDREW BOBEK	VP FINANCE	2.00	Officer Director	$0	$0	$0
ALEX GIBSON	VP MARKETING	2.00	Officer Director	$0	$0	$0
NATALIE HELLMER	VP OF GOVERNANCE	2.00	Officer Director	$0	$0	$0
ANN LATTIN	VP TECHNOLOGY	2.00	Officer Director	$0	$0	$0
THERESA LINS	VP ADMINISTRATION	2.00	Officer Director	$0	$0	$0
ANJALI SRIDHARAN	VP OUTREACH	2.00	Officer Director	$0	$0	$0
RODNEY WENDLANDT	VP MEMBERSHIP	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$87,996	$133,881	$144,138	$-45,885
2022	$103,710	$93,453	$190,023	$10,257
2021	$25,853	$19,695	$179,766	$6,158
2020	$33,621	$44,466	$173,608	$-10,845
2019	$172,620	$165,075	$184,453	$7,545
2018	$135,705	$180,923	$176,908	$-45,218

PROJECT MANAGEMENT INSTITUTE MADISON/SOUTH CENTRAL WISCONSIN CHAPTER