PROJECT MANAGEMENT INSTITUTE NORTHERN UTAH CHAPTER (EIN 870668255) - 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

1997

Legal Domicile

Principal Officer

QUINCY CHAPMAN

Phone

8019195403

Tax Period

2025-01-01 to 2025-12-31

PROJECT MANAGEMENT INSTITUTE NORTHERN UTAH CHAPTER, founded in 1997, is a small nonprofit that reported $232K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $56K, a strong 24% operating margin.

Mission

MEMBERSHIP TRAINING

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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 $73,948

Program Service Revenue $157,668

Investment Income $0

Other Revenue $0

TOTAL REVENUE $231,616

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,190

Other Expenses $18,986

TOTAL EXPENSES $175,176

Year-over-Year Comparison

	2025	2024	Change
Revenue	$231,616	$257,586	-0.1%
Expenses	$175,176	$193,584	-0.1%
Net Income	$56,440	$64,002	-0.1%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
QUINCY CHAPMAN	PRESIDENT	10.00	Director	$0	$0	$0
ROSANN BATEMEN	PAST PRESIDENT	10.00	Director	$0	$0	$0
LIZ BROWN	SECRETARY	10.00	Director	$0	$0	$0
RANDI WILLIAMS	VP MEMBER SERVICES	10.00	Director	$0	$0	$0
MICHELLE SCHUMANN	VP FINANCE	10.00	Director	$0	$0	$0
CHRISTINE CHAPMAN	VP MEMBERSHIP	10.00	Director	$0	$0	$0
LISA MARTINEK	VP VOLUTEERS	10.00	Director	$0	$0	$0
JEFF LUND	EVP PROF. DEVELOPMENT	10.00	Director	$0	$0	$0
JEFF HOWCRAFT	VP EDUCATION	10.00	Director	$0	$0	$0
LOU BURTON III	VP GOVERNANCE	10.00	Director	$0	$0	$0
YAHAIRA PEREZ JOSE	VP PROGRAMS	10.00	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
2025	$231,616	$175,176	$405,422	$56,440
2024	$257,586	$193,584	$348,159	$64,002
2023	$171,576	$180,479	$284,155	$-8,903
2022	$263,513	$140,416	$293,058	$123,097
2021	$116,338	$74,832	$169,961	$41,506
2020	$146,527	$109,473	$128,454	$37,054

PROJECT MANAGEMENT INSTITUTE NORTHERN UTAH CHAPTER