Project Management Institute San D… - Form 990 Financial Data

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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

2001

Legal Domicile

Phone

8582209943

Tax Period

2025-01-01 to 2025-12-31

Project Management Institute San Diego PMI-SD, founded in 2001, is a small nonprofit that reported $217K in total revenue in fiscal year 2025. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 41% operating margin.

Mission

ENABLE MEMBERS TO ACHIEVE PROJECT MGMT EXCELLENCE BY ENHANCING EXPERTISE THROUGH EDUCATION AND TRAINING, SUPPORTING PROFESSIONAL CREDENTIALS, AND PROMOTING ASSOCIATION WITH PROJECT PROFESSIONALS. ALSO, TO PROMOTE ASSOCIATION AND NETWORKING WITHIN THE SD PROJECT MGMT COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $41,374 Revenue: $115,174

PMO unCON North America 2026 had the following activity in 2025:PMI SAN DIEGO EMBARKED ON A NOVEL IDEA FOR OUR CHAPTER IN 2025, WHEREBY WE PARTNERED WITH PMIS PMO GLOBAL ALLIANCE (PMOGA) ORGANIZATION TO DELIVER THE FIRST PMO UNCONFERENCE IN NORTH AMERICA. THE NORTH AMERICAN PMI PMO UNCONFERENCE EVENT WAS SCHEDULED FOR MARCH 2026 WITH THE PLANNING AND INITIAL TRANSACTIONS STARTING IN THE SUMMER OF 2025. THE EVENT WAS HELD IN SAN DIEGO WITH PMI SAN DIEGO FUNCTIONING AS THE LOCAL HOST WHO SOURCED THE LOCAL VENUE AND CONTRACTED WITH LOCAL VENDORS. THE NORTH AMERICAN PMI PMO UNCONFERENCE WAS THE FIRST OF ITS KIND IN NORTH AMERICA AND PROVIDED AN EXCELLENT OPPORTUNITY FOR PMO LEADERS FROM AROUND THE WORLD TO SHARE THEIR IDEAS ABOUT HOW ELEVATE PROGRAM MANAGEMENT ORGANIZATIONS (PMOS) TO THE NEXT LEVEL.

Program 2

Expenses: $13,894 Revenue: $10,301

Outreach Events:REACHED OUT TO ORGANIZATIONS OUTSIDE OF PMI SAN DIEGO TO BUILD AND FOSTER RELATIONSHIPS THAT COULD PROVIDE TRAINING AND KNOWLEDGE RESOURCES FOR MEMBERS AS WELL AS INCOME FOR THE...

Outreach Events:REACHED OUT TO ORGANIZATIONS OUTSIDE OF PMI SAN DIEGO TO BUILD AND FOSTER RELATIONSHIPS THAT COULD PROVIDE TRAINING AND KNOWLEDGE RESOURCES FOR MEMBERS AS WELL AS INCOME FOR THE CHAPTER

Program 3

Expenses: $7,705 Revenue: $3,674

MEMBERSHIP AND NETWORKING EVENTS WERE HELD TO FOSTER RELATIONSHIPS WITH FELLOW PROJECT MANAGEMENT PRACTITIONERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $76,770

Program Service Revenue $139,651

Investment Income $116

Other Revenue $0

TOTAL REVENUE $216,537

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,700

Fundraising Expenses $0

Program Expenses $69,445

Other Expenses $115,503

TOTAL EXPENSES $127,203

Year-over-Year Comparison

	2025	2024	Change
Revenue	$216,537	$156,237	+0.4%
Expenses	$127,203	$142,404	-0.1%
Net Income	$89,334	$13,833	+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

N/A

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

$11,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN DATKO	VP OUTREACH	5.00	Director	$11,700	$0	$11,700
MICKEY NAKAMURA	President	5.00	Officer Director	$0	$0	$0
MICHELLE GREGOIRE	VP OPERATIONS	5.00	Officer Director	$0	$0	$0
COLIN THESEIRA	VP TECHNOLOGY	5.00	Director	$0	$0	$0
ELSIE M MUSTALLER	VP STRATEGY	5.00	Director	$0	$0	$0
KRISTINA CURTISS	VP COMM & MKTG	5.00	Director	$0	$0	$0
ATHENA LAI	VP PROF DEVLPMT	5.00	Director	$0	$0	$0
MUGDHA KHALADKAR	VP PROGRAMS	5.00	Director	$0	$0	$0
SUSAN HUPKA	VP MEMBERSHIP	5.00	Director	$0	$0	$0
BRIAN ROARK	VP FINANCE	5.00	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
2025	$216,537	$127,203	$261,773	$89,334
2023	$126,685	$221,711	$154,094	$-95,026
2022	$108,319	$125,657	$214,586	$-17,338
2021	$100,008	$75,908	$231,924	$24,100
2020	$123,086	$86,020	$208,244	$37,066
2019	$145,718	$107,627	$149,550	$38,091
2018	$185,136	$156,823	$107,867	$28,313

Project Management Institute San Diego PMI-SD