2024-11-15T15:35:02-06:00 2023-12-31 PWC US TAX LLP 2001 MARKET STREET SUITE 1800 PHILADELPHIA PA 19103 990 2023-01-01 232630701 PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION % MIKE MARKMAN PROJ 6103564600 18 CAMPUS BOULEVARD Suite 150 NEWTOWN SQUARE PA 190733299 OLIVIER LAZAR COO 6103564600 2024-11-15 true true ERICA R MCREYNOLDS P00977806 2673303000 2024-11-15 2023 2024-10-15 13:58:12Z OLIVIER LAZAR 18 CAMPUS BLVD STE 150 NEWTOWN SQUARE PA 19073 8664968 false X HTTP//WWW.PMIEF.ORG X 1990 DC LEVERAGING PROJECT MANAGEMENT FOR SOCIAL GOOD. 9 9 0 85 0 0 6044617 6883097 0 0 161094 93464 -199 0 6205512 6976561 4184811 4674975 0 0 0 0 0 0 216880 1392002 1603935 5576813 6278910 628699 697651 6395855 4197264 3526955 293778 2868900 3903486 ENABLE YOUTH TO REALIZE THEIR POTENTIAL AND TRANSFORM LIVES THROUGH PROJECT MANAGEMENT. false false 975166 267316 PM READY WORKFORCE AND GENERAL PROGRAMMING: THE FOUNDATION DELIVERS GENERAL PROGRAMMING TO INCLUDE DOZENS OF SCHOLARSHIPS, PROFESSIONAL AND STUDENT AWARDS, NETWORKING GROUPS, ENGAGEMENT OF LOCAL COMMUNITIES THROUGH PMI CHAPTERS, VOLUNTEER OPPORTUNITIES AND NEW EDUCATIONAL RESOURCES. THESE PROGRAMMING ACTIVITIES EXPAND EDUCATIONAL OPPORTUNITIES FOR FUTURE PROJECT MANAGERS THROUGH ACADEMIC AND WORK-BASED LEADERSHIP OPPORTUNITIES. 4507043 4407659 PM KNOWLEDGEABLE YOUTH AND YOUTH-SERVING NONPROFITS: THE FOUNDATION CULTIVATES LONG-TERM RELATIONSHIPS WITH NONPROFITS ACROSS THE GLOBE TO HELP THEM INTEGRATE PROJECT MANAGEMENT INTO THEIR YOUTH PROGRAMS AND TO BUILD THEIR OWN PROJECT MANAGEMENT CAPABILITY. THIS FOCUS ON YOUTH SERVING NON-PROFITS PROVIDES GREATER VALUE AND IMPACT TO YOUTH, AGED 5-19, AND THE NONPROFIT ORGANIZATIONS THAT SERVE THEM, WHILE ALSO LEVERAGING THE YOUTH-FOCUSED WORK THE FOUNDATION HAS ACCOMPLISHED OVER THE PAST SEVEN YEARS. 5482209 true true false false false false false false false true false false false false false true true true false true true true true false false false false true true true false false false false false false false false false false false false false true false true false true 4 0 true 0 false false false false false false false false false false false false X 9 9 false false false false false true false true true false false true true true true true true false false false AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X MIKE MARKMAN 6103564600 18 CAMPUS BOULEVARD SUITE 150 NEWTOWN SQUARE PA 19073 PIERRE LE MANH CEO OF PMI 5.0 50.0 X 0 1001656 38979 MICHAEL DEPRISCO FORMER OFFICER 0.0 40.0 X 0 288009 16716 OLIVIER LAZAR COO 10.0 40.0 X 0 290206 13940 ASHLEY FORSYTH PMIEF EXECUTIVE MANAGER 0.0 40.0 X 0 165083 37017 RAMAM ATMAKURI CHAIR 5.0 0.0 X X 0 0 0 ANCA SLUSANSCHI DIRECTOR 5.0 0.0 X 0 0 0 MITCHELL FONG SECRETARY 5.0 0.0 X X 0 0 0 AYODEJI ISHMAEL DIRECTOR 5.0 0.0 X 0 0 0 KAREN DOVE DIRECTOR 5.0 0.0 X 0 0 0 KARA NEIL DIRECTOR 5.0 0.0 X 0 0 0 CHRISTIAAN KINDERMANS DIRECTOR 5.0 0.0 X 0 0 0 ANAEL NDOSA DIRECTOR 5.0 0.0 X 0 0 0 CONNIE FIGLEY TREASURER 5.0 0.0 X X 0 0 0 0 1744954 106652 0 true true false 0 6571670 311427 6883097 0 137799 137799 0 0 0 0 0 1644072 1688407 -44335 -44335 -44335 0 0 0 0 0 0 0 0 0 0 6976561 0 93464 2437165 2437165 13500 13500 2224310 2224310 0 0 0 0 0 0 0 1116515 653877 283481 179157 0 60812 60812 0 0 0 133689 114615 19074 0 814 758 56 17996 2175 250 15571 0 0 130801 18375 112426 0 113623 17434 95189 1000 0 0 0 0 CREDIT CARD FEES 819 819 BANK FEES 7163 7163 ENDOWMENT FUNDS RETURNED 21152 21152 EXPENSE REIMBURSEMENT 551 551 6278910 5482209 579821 216880 3367755 595404 41711 66832 0 0 0 62859 0 0 0 0 0 0 0 0 30795 0 0 0 2955594 3472169 0 0 0 0 0 0 0 0 6395855 4197264 159636 69928 3367319 223850 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3526955 293778 X -2504296 -1844085 5373196 5747571 2868900 3903486 6395855 4197264 697651 336935 X false true X true false X X 1 PROJECT MANAGEMENT INSTITUTE 231887442 10 true 0 0 1 0 0 true false true true true false false false false false false false false false false false false true false PART I, LINE 12G, COLUMN III PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION SUPPORTS PROJECT MANAGEMENT INSTITUTE, WHICH IS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(6) THAT MEETS THE PUBLIC SUPPORT TEST FOR ORGANIZATIONS DESCRIBED IN SECTION 509(A)(2). PART IV, SECTION A, LINE 3B PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION IS OPERATED CLOSELY WITH THE SUPPORTED ORGANIZATION (PROJECT MANAGEMENT INSTITUTE) AND IS VERY FAMILIAR WITH THE DAY-TO-DAY OPERATIONS. PART IV, SECTION A, LINE 3C PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION IS OPERATED CLOSELY WITH THE SUPPORTED ORGANIZATION (PROJECT MANAGEMENT INSTITUTE) AND IS VERY FAMILIAR WITH THE DAY-TO-DAY OPERATIONS. THE BOARD OF DIRECTORS AND OFFICERS OF EACH ORGANIZATION WORK CLOSELY TOGETHER TO ENSURE THAT ALL SUPPORT IS USED EXCLUSIVELY FOR SECTION 170(C)(2)(B) PURPOSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2566631 3133 403098 155750 21152 2795960 3170194 0 -539563 64000 0 2566631 3810199 0 423084 5536 1057553 3170194 3426017 0 480283 96103 -2 3810199 2973029 0 549035 96047 3426017 0.07420 0.65500 0.27080 false false 0 0 X 7538214 336935 224718 561653 6976561 6976561 6503628 224718 224718 6278910 6278910 PART V, LINE 4 PRIMARILY TO PROVIDE SCHOLARSHIPS AND AWARDS TO ORGANIZATIONS AND INDIVIDUALS IN ORDER TO EXPAND EDUCATIONAL OPPORTUNITIES FOR FUTURE PROJECT MANAGERS AND PREPARE STUDENTS FOR SUCCESS. A PORTION OF THE ENDOWMENT ALSO INCLUDES INCOME GENERATED FOR UNRESTRICTED USE. PART X, LINE 2 THE FOLLOWING IS THE FOOTNOTE TO THE AUDITED FINANCIAL STATEMENTS: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC, AND GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE FOUNDATION IS REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS ANNUALLY. IN ADDITION, ENTITIES ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE U.S. FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2020. true Europe (Including Iceland and Greenland) 0 0 Grantmaking 1018776 East Asia and the Pacific 0 0 Grantmaking 523000 Middle East and North Africa 0 0 Grantmaking 195774 Sub-Saharan Africa 0 0 Grantmaking 452037 0 0 0 0 2189587 2189587 Europe (Including Iceland and Greenland) EMPOWER YOUTH THROUGH PROJECT MANAGEMENT 548964 CHECK/WIRE N/A N/A Sub-Saharan Africa EMPOWER YOUTH THROUGH PROJECT MANAGEMENT 452037 CHECK/WIRE N/A N/A Middle East and North Africa EMPOWER YOUTH THROUGH PROJECT MANAGEMENT 195774 CHECK/WIRE N/A N/A East Asia and the Pacific EMPOWER YOUTH THROUGH PROJECT MANAGEMENT 523000 CHECK/WIRE n/a n/a Europe (Including Iceland and Greenland) EMPOWER YOUTH THROUGH PROJECT MANAGEMENT 469812 CHECK/WIRE n/a n/a 5 false false false false false true PART I, LINE 2 THE FOUNDATION CONDUCTS IN-DEPTH VETTING PRIOR TO AWARDING GRANTS TO NON-U.S. NONPROFITS TO DETERMINE THEIR RECORD OF ACCOMPLISHMENT, INCLUDING OTHER GRANTMAKING ENTITIES THAT HAVE AWARDED FUNDS TO THEM, THE AMOUNT OF THOSE FUNDS, AND THE OUTCOMES OF THEIR GRANT-FUNDED INITIATIVES. IN ADDITION, WE REQUIRE SUBMISSION OF THESE NONPROFITS' MOST RECENTLY AUDITED FINANCIALS, ORGANIZATIONAL BUDGETS, AND LISTS OF FUNDERS BY YEAR WITH DOLLAR AMOUNTS. THESE PROCEDURES ALLOW US TO ASSESS THE LIKELIHOOD THAT THOSE THAT RECEIVE OUR GRANTS WILL USE THE FUNDS FOR THE PURPOSES AGREED UPON AND FULFILL THE REQUIREMENTS OF THE GRANT AGREEMENT. WE MONITOR THE USE OF GRANT FUNDS THROUGHOUT THE GRANT PERIOD BY REQUIRING INTERIM REPORTS THAT INCLUDE AN ACCOUNTING OF GRANT-RELATED EXPENDITURES AGAINST THE GRANT BUDGET. THIS ALLOWS US TO ASSESS IF AND WHERE DISCREPANCIES MAY BE EVIDENT IN ANTICIPATED VERSUS ACTUAL USE OF FUNDS. THE INTERIM REPORTS MUST PRECEDE DISBURSEMENT OF REMAINING GRANT DOLLARS. IF NECESSARY, WE THEN COLLABORATE WITH NONPROFITS TO MODIFY GRANT BUDGET LINE ITEMS AS TO ENSURE THE FUNDED WORK WILL BE COMPLETED. MOREOVER, WE ARE IN ONGOING COMMUNICATION WITH THE NONPROFITS THAT RECEIVE OUR GRANTS, EVEN OUTSIDE OF REPORTING PERIODS, AND THIS ALLOWS US TO CAREFULLY MONITOR GRANT EXPENDITURES. THIS INCLUDES SITE VISITS WHEN APPROPRIATE. PMIEF USES THE SCHOLARSHIP GUIDELINES AS STATED ON SCHEDULE I, PART IV, SUPPLEMENTAL INFORMATION. PART I, LINE 3 PMIEF USES THE ACCRUAL METHOD OF ACCOUNTING FOR GRANTS AND OTHER ASSISTANCE. true African Leadership Academy PO Box 7408 New York NY 10150 830425133 501(c)(3) 223850 N/A N/A EMPOWER YOUTH THROUGH PROJECT MANAGEMENT Destination Imagination Inc 1111 South Union Avenue CHERRY HILL NJ 08002 222415554 501(c)(3) 500000 N/A N/A EMPOWER YOUTH THROUGH PROJECT MANAGEMENT Junior Achievement Worldwide 745 Atlantic Avenue Boston MA 02111 273666259 501(c)(3) 906000 N/A N/A EMPOWER YOUTH THROUGH PROJECT MANAGEMENT FUTURE PROBLEM SOLVING 2015 Grant Place Melbourne FL 32901 421234706 501(C)(3) 42000 N/A N/A EMPOWER YOUTH THROUGH PROJECT MANAGEMENT Special Olympics International 1133 19th St NW WASHINGTON DC 20036 520889518 501(C)(3) 546222 N/A N/A EMPOWER YOUTH THROUGH PROJECT MANAGEMENT 5 0 SCHOLARSHIPS 10 13500 N/A N/A PART I, LINE 2 SCHOLARSHIPS: THE PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION ("PMIEF") ACADEMIC SCHOLARSHIP PROGRAM IS DESIGNED TO FINANCIALLY ASSIST QUALIFIED APPLICANTS IN OBTAINING DEGREES FROM ACCREDITED ACADEMIC INSTITUTIONS OF HIGHER LEARNING IN THE FIELD OF PROJECT MANAGEMENT OR ANY FIELD WITH ANY RELATION TO PROJECT MANAGEMENT. THE PROGRAM IS OPEN TO ANY STUDENT PREPARING TO ENTER OR ALREADY ATTENDING AN ACCREDITED DEGREE-GRANTING COLLEGE OR UNIVERSITY AND PURSUING A BACHELOR, MASTERS, OR DOCTORAL DEGREE. THE SCHOLARSHIPS ARE AWARDED BASED ON MERIT AS MEASURED BY ACADEMIC PERFORMANCE AND EXTRACURRICULAR ACTIVITIES. THE APPLICANT'S INTENDED FIELD OF STUDY IS ALSO CONSIDERED IN THE EVALUATION PROCESS WITH PREFERENCE GIVEN TO THOSE CANDIDATES PURSUING A DEGREE IN PROJECT MANAGEMENT OR A DIRECTLY RELATED FIELD OF STUDY. 1. SCHOLARSHIPS ARE LIMITED TO USE AT AN ACCREDITED DEGREE GRANTING INSTITUTION OF HIGHER LEARNING. 2. CANDIDATES APPLYING FOR MORE THAN ONE SCHOLARSHIP SUBMIT ONE APPLICATION FORM FOR ALL SCHOLARSHIPS, INCLUDING THE TWO ESSAYS WHICH CAN BE FOUND IN THE APPLICATION FORM. ANY CANDIDATE SELECTED FOR AN AWARD WILL RECEIVE ONLY ONE SCHOLARSHIP ANNUALLY. 3. ONLY ONE COPY OF THE OFFICIAL TRANSCRIPT, RESUME, AND REFERENCE LETTERS NEEDS TO BE PROVIDED, EVEN IF CANDIDATES ARE APPLYING FOR MORE THAN ONE SCHOLARSHIP. 4. SCHOLARSHIPS ARE PAID DIRECTLY TO THE CANDIDATE BASED ON WRITTEN ACKNOWLEDGEMENT THAT THE SCHOLARSHIP AWARD WILL BE USED FOR THE INTENDED PURPOSE. 5. SCHOLARSHIPS ARE OPEN TO ANY STUDENT ENTERING OR ATTENDING AN ACCREDITED DEGREE GRANTING INSTITUTION. EVIDENCE OF ENROLLMENT IS REQUIRED. 6. FULL-TIME AND PART-TIME STUDIES ARE BOTH ELIGIBLE FOR CONSIDERATION. 7. PROJECT MANAGEMENT INSTITUTE (PMI) MEMBERS HOLDING ELECTED OR APPOINTED OFFICES AT THE GLOBAL PMI LEVEL, PMI EDUCATIONAL FOUNDATION BOARD DIRECTORS, AND PMI EMPLOYEES, ALONG WITH MEMBERS OF THEIR IMMEDIATE FAMILY (REGARDLESS OF MEMBERSHIP IN PMI) ARE NOT ELIGIBLE FOR THESE SCHOLARSHIPS. 8. APPLICATION DEADLINE IS MAY 1ST EACH YEAR, AWARD RECIPIENT(S) WILL BE NOTIFIED IN AUGUST. THE SCHOLARSHIPS WILL BE AWARDED NO LATER THAN SEPTEMBER. 9. ALL SCHOLARSHIPS ARE SUBJECT TO ANNUAL FUNDS AVAILABILITY THROUGH DIRECT DONATIONS OR THROUGH ACTUAL AND/OR ACCRUED INTEREST EARNINGS FROM ENDOWMENTS. 10. SCHOLARSHIPS WILL BE AWARDED WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, AGE, OR STATE OF PHYSICAL HANDICAP. ALL APPLICATION MATERIALS SHOULD BE SENT TO THE PMI EDUCATIONAL FOUNDATION, 18 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073-3299, USA, INCLUDING: - A COMPLETED APPLICATION FORM, - TWO ESSAYS DESCRIBING WHY THE CANDIDATE WANTS TO BE A PROJECT MANAGER AND HOW A CODE OF ETHICS IS IMPORTANT TO PROJECT MANAGEMENT, - THE LATEST AVAILABLE OFFICIAL HIGH SCHOOL TRANSCRIPT AND/OR, IF APPLICABLE, THE LATEST AVAILABLE OFFICIAL COLLEGE TRANSCRIPT, - A RESUME OUTLINING EDUCATIONAL BACKGROUND, WORK EXPERIENCE, CO-CURRICULAR AND EXTRACURRICULAR ACTIVITIES, AND - ONE LETTER OF REFERENCE (WHO ARE NOT RELATIVES OF THE CANDIDATE) THAT ADDRESSES THE SUITABILITY OF THE CANDIDATE FOR THE AWARD, NATURE OF THE RELATIONSHIP WITH THE CANDIDATE, AND LENGTH OF TIME OF THE RELATIONSHIP. ALL MATERIALS SUBMITTED FOR CONSIDERATION FOR A SCHOLARSHIP AUTOMATICALLY BECOME THE PHYSICAL PROPERTY OF PMI EDUCATIONAL FOUNDATION AND WILL NOT BE RETURNED TO THE SENDER. THEY WILL NOT BE USED BY THE FOUNDATION FOR ANY PURPOSE EXCEPT TO HELP DETERMINE WHO RECEIVES A SCHOLARSHIP FOR ANY GIVEN ACADEMIC YEAR. THE PMIEF WILL PROVIDE A SCHOLARSHIP EVALUATION AND SELECTION COMMITTEE, AN IMPARTIAL PANEL OF NO FEWER THAN THREE APPROPRIATELY QUALIFIED AND TRAINED SCHOLARSHIP JUDGES COMPRISED OF PROJECT MANAGEMENT PRACTITIONERS, ACADEMICS, AND OTHERS. ALL DECISIONS OF THE PMI EDUCATIONAL FOUNDATION AND ITS SCHOLARSHIP EVALUATION AND SELECTION COMMITTEE ARE FINAL. PREFERENCE WILL BE GIVEN TO THE CANDIDATE WHO WILL BE OR IS PURSUING A DEGREE IN THE FIELD OF PROJECT MANAGEMENT OR A DIRECTLY RELATED FIELD. PREFERENCE WILL BE GIVEN TO THE CANDIDATE WITH THE BEST COMBINATION OF ACADEMIC, CO-CURRICULAR, AND EXTRACURRICULAR PERFORMANCE, WITH THE HIGHEST POTENTIAL FOR ACADEMIC SUCCESS. DESCRIPTIONS OF ALL SCHOLARSHIPS WILL BE PUBLISHED ON THE PMI EDUCATIONAL FOUNDATION WEBSITE. THE SCHOLARSHIP CANDIDATE SELECTION PROCESS IS AVAILABLE FROM THE PMI EDUCATIONAL FOUNDATION UPON REQUEST. THE NAME(S) OF SCHOLARSHIP RECIPIENT(S) WILL BE PUBLISHED ON THE PMI EDUCATIONAL FOUNDATION WEBSITE AND IN PMI PUBLICATIONS AS APPROPRIATE. GRANTS: THE FOUNDATION CONDUCTS IN-DEPTH VETTING PRIOR TO AWARDING GRANTS TO NON U.S. NONPROFITS TO DETERMINE THEIR RECORD OF ACCOMPLISHMENT, INCLUDING OTHER GRANTMAKING ENTITIES THAT HAVE AWARDED FUNDS TO THEM, THE AMOUNT OF THOSE FUNDS, AND THE OUTCOMES OF THEIR GRANT-FUNDED INITIATIVES. IN ADDITION, WE REQUIRE SUBMISSION OF THESE NONPROFITS' MOST RECENTLY AUDITED FINANCIALS, AND ORGANIZATIONAL BUDGETS. THESE PROCEDURES ALLOWS US TO ASSESS THE LIKELIHOOD THAT THOSE THAT RECEIVE OUR GRANTS WILL USE THE FUNDS FOR THE PURPOSES AGREED UPON AND FULFILL THE REQUIREMENTS OF THE GRANT AGREEMENT. WE MONITOR THE USE OF GRANT FUNDS THROUGHOUT THE GRANT PERIOD BY REQUIRING INTERIM REPORTS THAT INCLUDE AN ACCOUNTING OF GRANT-RELATED EXPENDITURES AGAINST THE GRANT BUDGET. THIS ALLOWS US TO ASSESS IF AND WHERE DISCREPANCIES MAY BE EVIDENT IN ANTICIPATED VERSUS ACTUAL USE OF FUNDS. THE INTERIM REPORTS MUST PRECEDE DISBURSEMENT OF REMAINING GRANT DOLLARS. IF NECESSARY, WE THEN COLLABORATE WITH NONPROFITS TO MODIFY GRANT BUDGET LINE ITEMS AS TO ENSURE THE FUNDED WORK WILL BE COMPLETED. MOREOVER, WE ARE IN ONGOING COMMUNICATION WITH THE NONPROFITS THAT RECEIVE OUR GRANTS, EVEN OUTSIDE OF REPORTING PERIODS, AND THIS ALLOWS US TO CAREFULLY MONITOR GRANT EXPENDITURES. THIS INCLUDES SITE VISITS WHEN APPROPRIATE. false false false false false false false false false PIERRE LE MANH CEO OF PMI 0 866061 0 126133 0 9462 0 30000 0 8979 0 1040635 0 0 OLIVIER LAZAR COO 0 248334 0 41872 0 0 0 0 0 13940 0 304146 0 0 ASHLEY FORSYTH PMIEF EXECUTIVE MANAGER 0 149543 0 15540 0 0 0 22500 0 14517 0 202100 0 0 MICHAEL DEPRISCO FORMER OFFICER 0 129609 0 158400 0 0 0 10230 0 6486 0 304725 0 0 FORM 990, PART VI, SECTION A, LINE 7A PER THE ORGANIZATION'S BYLAWS, THE PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION ("PMIEF") BOARD OF DIRECTORS SHALL INCLUDE FIVE (5) REPRESENTATIVES, APPOINTED BY THE PROJECT MANAGEMENT INSTITUTE ("PMI") BOARD OF DIRECTORS, A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(6). THE DIRECTORS APPOINTED BY THE PMI BOARD OF DIRECTORS SHALL ALWAYS CONSTITUTE A MAJORITY OF THE PMIEF BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS DISTRIBUTED ELECTRONICALLY TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. THE PROCESS INCLUDED THE OPPORTUNITY FOR MEMBERS OF THE GOVERNING BODY TO SUBMIT QUESTIONS/COMMENTS ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C THE PMIEF CONFLICT OF INTEREST ("COI") POLICY REQUIRES THAT THE QUESTIONNAIRE AND CERTIFICATION BE COMPLETED ACCURATELY ON AN ANNUAL BASIS AND RETURNED TO THE SPONSOR AT PMIEF HEADQUARTERS. (THE QUESTIONNAIRE SHOULD BE UPDATED DURING THE YEAR IF CIRCUMSTANCES CHANGE SUBSTANTIALLY.) PMIEF MEMBER AND NON-MEMBER VOLUNTEERS AND STAFF MEMBERS ARE EXPECTED TO BE AWARE OF ALL CORPORATE, PERSONAL, AND FAMILY BUSINESS INTERESTS AND RELATIONSHIPS THAT MAY INVOLVE OR RELATE TO PMIEF IN ANY WAY. PMIEF MEMBER AND NON-MEMBER VOLUNTEERS AND STAFF MUST OPENLY AND ACCURATELY REVEAL THESE INTERESTS AND RELATIONSHIPS TO PMIEF IN THE QUESTIONNAIRE, AND MUST COMPLY WITH ALL PMIEF POLICIES AND REQUIREMENTS CONCERNING ETHICS, CONFLICTS OF INTEREST, AND RELATED MATTERS. UPON REQUEST, PMIEF CAN PROVIDE A LIST OF COMPANIES, ORGANIZATIONS, AND INDIVIDUALS WITH WHOM THE INSTITUTE HAS, OR IS CONSIDERING, A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION (PMIEF) HAS NO EMPLOYEES AND DOES NOT COMPENSATE ANY LISTED PERSONS. HOWEVER, TOP MANAGMENT OFFICIALS WERE COMPENSATED BY A RELATED ORGANIZATION, PROJECT MANAGEMENT INSTITUTE (PMI). PMI UTILIZED BROAD PAY RANGES THAT ENCOURAGE GROWTH AND DEVELOPMENT WITHIN POSITIONS OVER TIME. BROAD BANDS ARE REVIEWED ANNUALLY WITH MARKET INFORMATION AND MAY BE ADJUSTED IF WARRANTED WITHIN THE FINANCIAL CONDITION OF THE ORGANIZATION AND TO SUSTAIN COMPETITIVENESS. APPLICABLE MARKET DATA IS USED IN THE DETERMINATION OF BASE SALARIES, WITH ATTENTION TO MARKET SENSITIVE TECHNICAL COMPETENCIES AND PMI AS A WHOLE. COMPENSATION REVIEW IS PART OF THE ORGANIZATION PRACTICE TO REGULARLY ASSESS COMPENSATION PROGRAMS AND SYSTEMS. PMI ENGAGES THE ASSISTANCE OF EXTERNAL CONSULTING RESOURCES TO CONDUCT ASSESSMENTS OF COMPENSATION. COMPREHENSIVE STUDIES HAVE BEEN UNDERTAKEN EVERY TWO TO THREE YEARS WITH ANNUAL REVIEW OF BASE SALARY AND TOTAL CASH COMPENSATION FOR SELECT POSITIONS. THE CEO ACTIVELY REVIEWS COMPENSATION PHILOSOPHY, ASSESSES SALARY DATA ON AN ANNUAL BASIS, AND HAS CONDUCTED COMPREHENSIVE STUDIES OF COMPENSATION EVERY TWO TO THREE YEARS. THE ASSESSMENTS INCLUDE DIRECT AND INDIRECT COMPENSATION, AS WELL AS MARKET-BASED COMPARISONS TO COMPARABLE PROFESSIONAL SOCIETIES AND ORGANIZATIONS, BROAD NON-PROFIT INDUSTRY DATA, AND OTHER SURVEY INFORMATION ALIGNED WITH THE NATURE OF THE POSITIONS. THOSE WITH SIMILAR SIZE, SCOPE OF OPERATIONS, INTERNATIONAL ACTIVIES, AND/OR SIMILAR MEMBER PROGRAMS ARE INCLUDED ALONG WITH GEOGRAPHIC INFORMATION RELATED TO THE MARKET IN WHICH THE ORGANIZATION COMPETES FOR TALENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SOME GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. PROJECT MANAGEMENT INSTITUTE 18 CAMPUS BOULEVARD SUITE 150 NEWTOWN SQUARE PA 19073 231887442 PROF. ORG. PA 501(C)(6) NA false Project Managers Without Borders PO Box 5464 DENVER CO 80217 472193832 SUPPORT CO 501(C)(3) LINE 7 PMI false PMI ORGANIZATION CENTRE PRIVATE LIMITED 302-305 3RD FLOOR BALARAME PLOT N MUMBAI IN 980566940 Outreach/Advocacy IN NA false false PMI EUROPE LIMITED 82 ST JOHNS STREET LONDON UK EC1M 4JN HOLDING COMPANY UK NA C CORP false PMI CANADA 1055 WEST GEORGIA ST 1500 ROYAL CT VANCOUVER BRITISH COLUMBIA CA V6E 4N7 BENCHMARKING CA NA C CORP false false false true false false false false false false false false false false true false false false false false