Professional Convention Management Association

Nonprofit profile at a glance

EIN
943174739
IRS 990-EZ coverage
2016–2025
Forms available
Form 990-EZ 2025, Form 990-N 2024
Location
San Francisco, CA, USA
Phone
2534483754
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$125,444
Expenses
$89,206
Assets
$116,029

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Anne Rounds (Past President)
  • Brian Bouchelle (President)

People named in this filing

  • Erik Heitmeyer (Treasurer)
  • Anne Rounds (Past President)
  • Dawn Bohlmann (Dir. Education)

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

To provide education, professional development, networking, and industry leadership for business event and meeting professionals.

What it reported doing in 2025

CL Chapter Networking Reception

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 48
  • Transparency & Controls: 100
  • Sustainability: 65
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 41.6%; rating input score 42
  • Program expense ratio: 58.5%; rating input score 58

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 28.9%; rating input score 81; 81st percentile among comparable filings
  • Total-asset coverage ratio: 1.3; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -2.8% per year; rating input score 0; 23rd percentile among comparable filings
  • Revenue growth: 0.4% per year; rating input score 100; 20th percentile among comparable filings
  • Asset growth: 2.3% per year; rating input score 100; 33rd percentile among comparable filings

Details

  • Where the money goes: 41.6% of revenue deployed · 58.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 5 filed program accomplishments · $52K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2016 to 2025
  • Contacts: How to reach this organization
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 42/100.
  • Review — Financial Efficiency: Program expense ratio scored 58/100.
  • High — Growth: Program expense growth scored 0/100.