Pmi Upstate New York Chapter
Nonprofit profile at a glance
- EIN
- 141829494
- IRS 990-EZ coverage
- 2019–2025
- Forms available
- Form 990-EZ 2025
- Location
- Loudonville, NY, USA
- Phone
- 5186979319
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $51,412
- Expenses
- $63,549
- Assets
- $212,227
- Liabilities
- $8,321
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- JEREMY MCDOUGALL (PRESIDENT)
People named in this filing
- JEREMY MCDOUGALL (PRESIDENT)
- KATHERINE PUTNAM (EVENTS VP)
- KIMBERLY LLOYD (FINANCE VP)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The pmi upstate New York chapter will provide a forum to promote the principles of the pmi through networking with other project managers, sharing project experiences, providing and receiving training, and supporting project management leaders in their certification efforts.
What it reported doing in 2025
Held an annual professional development day offering 8 professional development units for project managers and project professionals.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 62
- Transparency & Controls: 100
- Sustainability: 41
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -23.6%; rating input score 20; 20th percentile among comparable filings
- Total-asset coverage ratio: 3.34; rating input score 77; 77th percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -8.3% per year; rating input score 0; 27th percentile among comparable filings
- Asset growth: 7.7% per year; rating input score 100; 64th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 7 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 20/100.
- High — Sustainability: Liabilities to assets ratio scored 19/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.