PROJECT MANAGEMENT INSTITUTE SAN F… - 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

Principal Officer

CARIN KALTSCHMIDT

Phone

6034430203

Tax Period

2025-01-01 to 2025-12-31

PROJECT MANAGEMENT INSTITUTE SAN FRANCISCO BAY AREA CHAPTER, founded in 2001, is a small nonprofit that reported $115K in total revenue in fiscal year 2025. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $233K exceeded revenue, resulting in a 103% operating deficit.

Mission

TO ADVANCE THE PRACTICE, SCIENCE, AND PROFESSION OF PROJECT MANAGEMENT THROUGHOUT THE REGION IN A CONSCIENTIOUS AND PROACTIVE MANNER

Program Service Accomplishments

Program 1

WE OFFER QUALITY TRAINING AND EDUCATIONAL PROGRAMS AIMED AT HELPING MEMBERS & VOLUNTEERS ACHIEVE PROFESSIONAL, BUSINESS, AND INDIVIDUAL GOALS THROUGH ENGAGEMENT WITH SUBJECT MATTER EXPERTS. THE...

WE OFFER QUALITY TRAINING AND EDUCATIONAL PROGRAMS AIMED AT HELPING MEMBERS & VOLUNTEERS ACHIEVE PROFESSIONAL, BUSINESS, AND INDIVIDUAL GOALS THROUGH ENGAGEMENT WITH SUBJECT MATTER EXPERTS. THE CHAPTER ALSO HOSTS A VARIETY OF EVENTS, INCLUDING BREAKFAST MEETINGS, EVENING EVENTS, CAREER DEVELOPMENT GATHERINGS, SPECIAL SPEAKER SERIES, AND CERTIFICATION WORKSHOPS, TO FOSTER PROFESSIONAL GROWTH.

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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 $4,000

Program Service Revenue $100,015

Investment Income $10,570

Other Revenue $0

TOTAL REVENUE $114,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $232,919

TOTAL EXPENSES $232,919

Year-over-Year Comparison

	2025	2024	Change
Revenue	$114,585	$186,327	-0.4%
Expenses	$232,919	$235,375	0.0%
Net Income	$-118,334	$-49,048	+1.4%

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
CARIN KALTSCHMIDT	PRESIDENT	10.00	Officer Director	$0	$0	$0
NANCY CHIN	TREASURER	10.00	Officer Director	$0	$0	$0
ARJUN PETAPERMAL	CHIEF ADMINI	10.00	Officer Director	$0	$0	$0
ANUP DESHPANDE	CHIEF GOVERN	10.00	Officer Director	$0	$0	$0
SNEHA GOGIA	NEXT GEN LEA	10.00	Director	$0	$0	$0
MONA MAHMOUD	DIRECTOR AT	10.00	Director	$0	$0	$0
MAHESH DESHPANDE	DIRECTOR AT	10.00	Director	$0	$0	$0
SARA ABOLHASSANI	DIRECTOR AT	10.00	Director	$0	$0	$0
SEYI OSHINOWO	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
2025	$114,585	$232,919	$500,815	$-118,334
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