PROJECT MANAGEMENT INSTITUTE HAWAII CHAPTER (EIN 943283959) - 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

YOVO STEFANOV

Phone

8085435630

Tax Period

2022-01-01 to 2022-12-31

PROJECT MANAGEMENT INSTITUTE HAWAII CHAPTER, founded in 1997, is a micro nonprofit that reported $57K in total revenue in fiscal year 2022. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 52% operating margin.

Mission

TO PROMOTE THE PROJECT MANAGEMENT PRACTICE AND PROFESSION THROUGH NETWORKING, SHARING OF PROJECT EXPERIENCES, TRAINING, EDUCATION, AND CERTIFICATION IN THE STATE OF HAWAII

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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 (2022)

Revenue Breakdown

Contributions & Grants $25,653

Program Service Revenue $31,380

Investment Income $0

Other Revenue $0

TOTAL REVENUE $57,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,370

Other Expenses $27,370

TOTAL EXPENSES $27,370

Year-over-Year Comparison

	2022	2021	Change
Revenue	$57,033	$43,603	+0.3%
Expenses	$27,370	$34,747	-0.2%
Net Income	$29,663	$8,856	+2.3%

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
YOVO STEFANOV	PRESIDENT	3.00	Officer	$0	$0	$0
BEN YUAN	PAST PRESIDENT	3.00	Officer	$0	$0	$0
VIVIAN PHAM	MEMBERSHIP DIRECTOR	3.00	Officer	$0	$0	$0
AJIT BARIDUN	PROFESSIONAL DEVELOPMENT D	3.00	Officer	$0	$0	$0
FREDEREC IM	SPECIAL PROJECTS DIRECTOR	3.00	Officer	$0	$0	$0
JEANNINE VILLANUEVA	PUBLICITY DIRECTOR	3.00	Officer	$0	$0	$0
DANNY MORTON	VICE PRESIDENT	3.00	Officer	$0	$0	$0
JAMIE CHAMPAGNE	COLLEGE RELATIONS DIRECTOR	3.00	Officer	$0	$0	$0
AMY MARTENS	COMMUNICATIONS DIRECTOR	3.00	Officer	$0	$0	$0
ALAN GARDNER	PROGRAMS DIRECTOR	3.00	Officer	$0	$0	$0
JOSLYN SATO	ACADEMIC OUTREACH	3.00	Officer	$0	$0	$0
ALFREDO LEE	FINANCE DIRECTOR	3.00	Officer	$0	$0	$0
CHARITY A LOO	ADMINISTRATION	3.00	Officer	$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
2022	$57,033	$27,370	$197,000	$29,663
2021	$43,603	$34,747	$170,024	$8,856
2020	$49,206	$33,992	$152,567	$15,214
2019	$112,598	$99,983	$121,118	$12,615
2018	$207,071	$201,406	$110,177	$5,665

PROJECT MANAGEMENT INSTITUTE HAWAII CHAPTER