Project Management Institute: FY2020 Nonprofit Profile & Form 990 (EIN 16-1349573)

Revenue by fiscal year
FY2020	$58K
FY2021	$30K
FY2022	$83K
FY2023	$58K
FY2024	$82K
FY2025	$56K

Expenses by fiscal year
FY2020	$72K
FY2021	$31K
FY2022	$100K
FY2023	$50K
FY2024	$119K
FY2025	$72K

Net assets by fiscal year
FY2020	$177K
FY2021	$187K
FY2022	$157K
FY2023	$177K
FY2024	$149K
FY2025	$146K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

64 cents of each dollar spent went to programs.

64%

25%

Program services 64% · $46K Management & general 25% · $18K Fundraising 11% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation

Lori J Gacioch

Former President

$0Pt VII · Sec A

Jason Becker

President

$0Pt VII · Sec A

Debra Jacyszn

VP of Membership

$0Pt VII · Sec A

Robin Louvain

Former VP of Membership

$0Pt VII · Sec A

Chad Wright

VP of Finance

$0Pt VII · Sec A

Brian Gregory

VP of Governance

$0Pt VII · Sec A

Zachary Sweet

Former VP of Marketing

$0Pt VII · Sec A

Teodora Toteva

VP of Marketing

$0Pt VII · Sec A

See Project Management Institute executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes project management professionals' business interests and fosters idea exchange.

Questions for Project Management Institute

Tap to ask. Project Management Institute sees how many people are interested.

Your first name shows with your question. Project Management Institute answers here, for everyone.

1 program · $46K · in their own filed words · FY2020

01

To improve project and program management for individuals, companies, and organizations in the Greater Rochester NY are region.

$46Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Project Management Institute INCFY2024$9K

Total grants receivedfrom 1 funder$9K

Grants paid · 1 grant · $5K · 2020–2020

Pmi Education FundFY2020$5,000

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$58K

Ln 12

Gifts and grantsLn 1h$26K

Fees for servicesLn 2g$24K

Investment incomeLn 3$9K

Money outPt IX

$72K

Ln 25

Programscol B$46K

Managementcol C$18K

Fundraisingcol D$8K

Owns and owesPt X

$177K

net assets · Ln 32

Cash and savingsLn 1–2$83K

Total assetsLn 16$178K

LiabilitiesLn 26$1K

PeoplePt VI, VII

11

listed · VII A

PaidVII A0

Voting boardVI 1a8

IndependentVI 1b8

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$26K

Fees for servicesLn 2g$24K

Investment incomeLn 3$9K

Gains on assetsLn 7$7K

Total revenueLn 12$58K

Assets in detailPt X, end of year

CashLn 1$7K

SavingsLn 2$75K

Cash and savings togetherLn 1–2$83K

InvestmentsLn 11–13$95K

Total assetsLn 16$178K

LiabilitiesLn 26$1K

Net assetsLn 32$177K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$136K	$83K
InvestmentsLn 11–13	$92K	$95K
Total assetsLn 16	$234K	$178K
LiabilitiesLn 26	$303	$1K
Net assetsLn 32	$233K	$177K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$6K	$6K
Management feesLn 11a	$818	$405	$413	$0
Accounting feesLn 11c	$750	$0	$750	$0
Investment management feesLn 11f	$868	$0	$868	$0
Advertising and promotionLn 12	$8K	$0	$0	$8K
Office expensesLn 13	$2K	$0	$2K	$0
OccupancyLn 16	$3K	$0	$3K	$0
TravelLn 17	$79	$79	$0	$0
Conferences, conventions and meetingsLn 19	$3K	$3K	$0	$0
InterestLn 20	$4	$0	$4	$0
Other expenses (24a–d)Ln 24	$13K	$1K	$11K	$0
All other expensesLn 24e	$35K	$35K	$368	$0
Total functional expensesLn 25	$72K	$46K	$18K	$8K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS Feb 9, 2026	$56K	$72K	−$16K	$146K	990 PDF
FY2024Filed with the IRS Apr 29, 2025	$82K	$119K	−$37K	$149K	990 PDF
FY2023Filed with the IRS May 3, 2024	$58K	$50K	$8K	$177K	990 PDF
FY2022Filed with the IRS Apr 17, 2023	$83K	$100K	−$17K	$157K	990 PDF
FY2021Filed with the IRS Mar 25, 2022	$30K	$31K	−$334	$187K	990 PDF
FY2020 ViewingFiled with the IRS May 14, 2021	$58K	$72K	−$13K	$177K	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $58,404 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $31,465$26,145

I-9 Program service revenuePrior year $178,337$23,585

I-10 Investment incomePrior year $5,114$8,674

I-11 Other revenuePrior year $8,157$0

I-12 Total revenuePrior year $223,073$58,404

I-13 Grants and similar amounts paidPrior year $21,871$6,033

I-14 Benefits paid to membersPrior year $35,269$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $138,726$65,785

I-18 Total expensesPrior year $195,866$71,818

I-19 Revenue less expensesPrior year $27,207−$13,414

Part VI · Governance 8 of 8 board members independent, 3 to look at

VI-1a Voting members of the governing body8

VI-1b Independent voting members8

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $58,404 across 6 lines filed

VIII-1b Membership dues$26,145

VIII-1h Total contributions, gifts and grants$26,145

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$23,585

VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$1,299

VIII-7 Net gain or loss on sales of assetsRelated to mission $7,375 · Unrelated business $0 · Excluded from tax $0$7,375

VIII-12 Total revenueRelated to mission $32,259 · Unrelated business $0 · Excluded from tax $0$58,404

Part IX · Statement of functional expenses $71,818 across 12 lines filed

IX-1 Grants to domestic organizationsPrograms $6,033$6,033

IX-11a Management feesPrograms $405 · Management $413 · Fundraising $0$818

IX-11c Accounting feesPrograms $0 · Management $750 · Fundraising $0$750

IX-11f Investment management feesPrograms $0 · Management $868 · Fundraising $0$868

IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $7,595$7,595

IX-13 Office expensesPrograms $0 · Management $1,509 · Fundraising $0$1,509

IX-16 OccupancyPrograms $0 · Management $3,144 · Fundraising $0$3,144

IX-17 TravelPrograms $79 · Management $0 · Fundraising $0$79

IX-19 Conferences, conventions and meetingsPrograms $3,434 · Management $0 · Fundraising $0$3,434

IX-20 InterestPrograms $0 · Management $4 · Fundraising $0$4

IX-24 Other expenses (24a–d)Programs $1,419 · Management $11,155 · Fundraising $0$12,574

IX-24e All other expensesPrograms $34,642 · Management $368 · Fundraising $0$35,010

IX-25 Total functional expensesPrograms $46,012 · Management $18,211 · Fundraising $7,595$71,818

Part X · Balance sheet $177,704 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $10,281$7,162

X-2 Savings and temporary cash investmentsStart of year $125,360$75,438

X-4 Accounts receivableStart of year $5,650$0

X-11 Publicly traded securitiesStart of year $92,499$95,104

X-16 Total assetsStart of year $233,790$177,704

X-17 Accounts payable and accrued expensesStart of year $303$1,022

X-26 Total liabilitiesStart of year $303$1,022

X-27 Net assets without donor restrictionsStart of year $233,487$176,682

X-32 Total net assets or fund balancesStart of year $233,487$176,682

X-33 Total liabilities and net assetsStart of year $233,790$177,704

Part XI · Reconciliation of net assets $176,682 net assets at year end

XI-1 Total revenue$58,404

XI-2 Total expenses$71,818

XI-3 Revenue less expenses−$13,414

XI-4 Net assets at start of year$233,487

XI-5 Net unrealized gains (losses) on investments−$43,391

XI-10 Net assets at end of year$176,682

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Project Management Institute FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Project Management Institute

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV