PROJECT MANAGEMENT INSTITUTE SOUTH FLORIDA CHAPTER INC (EIN 593167101) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

PEDRO CARRERA

Phone

9542903903

Tax Period

2020-01-01 to 2020-12-31

PROJECT MANAGEMENT INSTITUTE SOUTH FLORIDA CHAPTER INC, founded in 1986, is a small nonprofit that reported $103K in total revenue in fiscal year 2020. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $36K, a strong 35% operating margin.

Mission

PMI SOUTH FLORIDA CHAPTER, INC. (THE "CHAPTER") IS A NOT-FOR-PROFIT, TAX-EXEMPT, VOLUNTEER ORGANIZATION DEDICATED TO ADVANCING THE MISSION AND OBJECTIVES OF THE PROJECT MANAGEMENT INSTITUTE GLOBAL ("PMI") BY PROMOTING PROJECT MANAGEMENT PROFESSIONALISM THROUGH A NETWORK OF EXPERTISE IN THE SOUTH FLORIDA REGION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $55,960

Program Service Revenue $46,750

Investment Income $175

Other Revenue $0

TOTAL REVENUE $102,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,967

Other Expenses $66,531

TOTAL EXPENSES $66,531

Year-over-Year Comparison

	2020	2019	Change
Revenue	$102,885	$202,612	-0.5%
Expenses	$66,531	$220,843	-0.7%
Net Income	$36,354	$-18,231	-3.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SHIVANI GUPTA	PRESIDENT	5.00	Officer Director	$0	$0	$0
VICTOR ARENAS	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
GUSTAVO ROSALES	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
IJEOMA ADELE	VP OF OPERATIONS	5.00	Officer Director	$0	$0	$0
PEDRO CARRERA	VP OF FINANCE	5.00	Officer Director	$0	$0	$0
JEAN-LUC CAOUS	VP OF MEMBERSHIP	5.00	Director	$0	$0	$0
SUE CURTO	VP OF PROGRAM	5.00	Director	$0	$0	$0
MEIFANG MARILYN HU	VP OF TECHNOLOGY	5.00	Director	$0	$0	$0
TASHA CUNNINGHAM	VP OF MARKETING	5.00	Director	$0	$0	$0
EDWARD PASEWICZ	INDEPENDENT CONSULTANT	5.00	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
2020	$102,885	$66,531	$231,295	$36,354
2019	$202,612	$220,843	$198,694	$-18,231
2018	$236,092	$234,890	$224,054	$1,202

PROJECT MANAGEMENT INSTITUTE SOUTH FLORIDA CHAPTER INC