PROJECT MANAGEMENT INSTITUTE SAN FRANCISCO BAY AREA CHAPTER (EIN 942715329) - 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

2001

Legal Domicile

Principal Officer

SHASHI RANGARAJAN

Phone

6034430203

Tax Period

2024-01-01 to 2024-12-31

PROJECT MANAGEMENT INSTITUTE SAN FRANCISCO BAY AREA CHAPTER, founded in 2001, is a small nonprofit that reported $186K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $235K exceeded revenue, resulting in a 26% operating deficit.

Mission

PREPARE ORGANIZATIONS AND INDIVIDUALS TO WORK SMARTER.

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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 (2024)

Revenue Breakdown

Contributions & Grants $11,000

Program Service Revenue $167,862

Investment Income $7,465

Other Revenue $0

TOTAL REVENUE $186,327

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $235,375

TOTAL EXPENSES $235,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$186,327	$156,140	+0.2%
Expenses	$235,375	$181,547	+0.3%
Net Income	$-49,048	$-25,407	+0.9%

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

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
SHASHI RANGARAJAN	CEO	10.00	Officer	$0	$0	$0
JAY ASHFORD	PRESIDENT	10.00	Officer Director	$0	$0	$0
NANCY CHIN	SECRETARY	10.00	Officer Director	$0	$0	$0
MARY ANN MICHAELS	TREASURER	10.00	Officer Director	$0	$0	$0
SANDRA MITCHELL	CHIEF GOVERN	10.00	Officer Director	$0	$0	$0
ARJUN PETAPERMAL	NEXT GEN LEA	10.00	Director	$0	$0	$0
MONA MUSTAFA	DIRECTOR AT	10.00	Director	$0	$0	$0
CARIN KALTSCHMIDT	DIRECTOR AT	10.00	Director	$0	$0	$0
JEFF CADIEUX	DIRECTOR AT	10.00	Director	$0	$0	$0
PAOLO CASSINARI	DIRECTOR AT	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
2024	$186,327	$235,375	$554,580	$-49,048
2023	$156,140	$181,547	$605,467	$-25,407
2022	$137,521	$131,973	$628,796	$5,548
2021	$170,867	$134,076	$605,491	$36,791
2020	$242,408	$170,554	$568,699	$71,854
2019	$266,377	$249,796	$496,845	$16,581

PROJECT MANAGEMENT INSTITUTE SAN FRANCISCO BAY AREA CHAPTER