PROJECT MANAGEMENT INSTITUTE D/B/A PMI TAMPA BAY CHAPTER (EIN 593141449) - 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

2006

Legal Domicile

Principal Officer

SANDRA JOHNSON

Phone

7275125248

Tax Period

2018-01-01 to 2018-12-31

PROJECT MANAGEMENT INSTITUTE D/B/A PMI TAMPA BAY CHAPTER, founded in 2006, is a small nonprofit that reported $115K in total revenue in fiscal year 2018. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $34K, a strong 29% operating margin.

Mission

TO BE THE ONE STOP SOURCE FOR THE INFLUENCE AND ADVANCEMENT OF PROJECT MANAGEMENT KNOWLEDGE, EXPERIENCES, BEST PRACTICES, TRENDS, AND PROJECT MANAGEMENT CERTIFICATION AND RECERTIFICATION TRAINING IN THE GREATER TAMPA BAY AREA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $53,286

Program Service Revenue $61,359

Investment Income $0

Other Revenue $0

TOTAL REVENUE $114,645

Expense Breakdown

Grants Paid $2,750

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $70,055

TOTAL EXPENSES $80,859

Year-over-Year Comparison

	2018	2017	Change
Revenue	$114,645	$96,636	+0.2%
Expenses	$80,859	$101,524	-0.2%
Net Income	$33,786	$-4,888	-7.9%

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

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
KRIS CHAPMAN	PRESIDENT	3.00	Officer	$0	$0	$0
MICHAEL GOSCINSKI	PRESIDENT - ELECT	3.00	Officer	$0	$0	$0
WAYNE BRANTLEY	PAST PRESIDENT	3.00	Officer	$0	$0	$0
SANDRA JOHNSON	VP OF FINANCE	3.00	Officer	$0	$0	$0
DEXTER CHARLES	VP OF TECHNOLOGY	3.00	Officer	$0	$0	$0
ANA RIVERA	VP OF MARKETING	3.00	Officer	$0	$0	$0
JOHN PETERSON	VP OF PROFESSIONAL DEVELOPMENT	3.00	Officer	$0	$0	$0
SUSAN OBARSKI	VP OF MEMBERSHIP	3.00	Officer	$0	$0	$0
LEN TERRANOVA	VP OF COMMUNICATIONS	3.00	Officer	$0	$0	$0
NICOLE LINK	VP OF OPERATIONS AND ADMINISTRATION	3.00	Officer	$0	$0	$0
SUNJAY KUMAR	VP OF PROGRAMS	3.00	Officer	$0	$0	$0
CARRIE GRICE	VP OF STRATEGIC PROJECTS	3.00	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
2018	$114,645	$80,859	$208,457	$33,786

PROJECT MANAGEMENT INSTITUTE D/B/A PMI TAMPA BAY CHAPTER