Project Management Institute

Nonprofit profile at a glance

EIN
611421320
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025
Location
White Plains, NY, USA
Rating
37
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$38,921
Expenses
$23,090
Assets
$174,546

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

Leadership & pay

5 people listed

Executive titles in this filing

  • Laxmi Vallury (President)
  • Peter Roggemann (Past President)

People named in this filing

  • Laxmi Vallury (President)
  • Sathyaprakash Rao (VP Finance and Treasurer)
  • Peter Roggemann (Past President)

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

PMI Westchester the Westchester NY chapter of the Project Management Institute is a dynamic group of like-minded Project Management Professionals and area business leaders. The Chapter is committed to increasing the level of professionalism in project management and creating a greater awareness and dependence to our profession Provide Project Managers and members with a forum for sharing and exchanging PM principles techniques practices and information Promote the use of PM principles and techniques in Westchester businesses government and other entities Facilitate education in the field of project management Provide support consultation and mentoring to project managers of all levels

What it reported doing in 2025

Monthly Chapter meetings with a speaker presenting a relevant topic to the members. Most of the meetings were held both in person and on remote. Monthly Breakfast roundtable and Lunch and Learn Sessions.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 73
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 40.7%; rating input score 86; 86th percentile among comparable filings
  • Total-asset coverage ratio: 7.56; rating input score 89; 89th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -20.1% per year; rating input score 0; 19th percentile among comparable filings
  • Revenue growth: -2% per year; rating input score 0; 42nd percentile among comparable filings
  • Asset growth: 8.4% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 5 filing years from 2021 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 — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.