Project Management Institute San Diego PMI-SD

Nonprofit profile at a glance

EIN
680499554
IRS 990 coverage
2012–2025
Forms available
Form 990 2025, Form 990-EZ 2024
Location
San Diego, CA, USA
Phone
8582209943
Rating
31
Verdict
REVIEW
Rating confidence
Moderate

Official website

Reported finances

Revenue
$216,537
Expenses
$127,203
Assets
$261,773
Liabilities
$4,514

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

Leadership & pay

10 people listed

Executive titles in this filing

  • MICKEY NAKAMURA (President)

Highest reported compensation

  • ROBIN DATKO (VP OUTREACH): $11,700 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Enable members to achieve project mgmt excellence by enhancing expertise through education and training, supporting professional credentials, and promoting association with project professionals. Also, to promote association and networking within the sd project mgmt community.

What it reported doing in 2025

Pmo uncon north america 2026 had the following activity in 2025: pmi san diego embarked on a novel idea for our chapter in 2025, whereby we partnered with pmis pmo global alliance (pmoga) organization to deliver the first pmo unconference in north america. The north american pmi pmo unconference event was scheduled for march 2026 with the planning and initial transactions starting in the summer of 2025. The event was held in san diego with pmi san diego functioning as the local host who sourced the local venue and contracted with local vendors. The north american pmi pmo unconference was the first of its kind in north america and provided an excellent opportunity for pmo leaders from around the world to share their ideas about how elevate program management organizations (pmos) to the next level.

Operating model

Revenue model
Earned-program. 64% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

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 a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 90
  • Accountability: 0
  • Sustainability: 66
  • Growth: 20

Detailed rating inputs

Financial Efficiency

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

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 8th percentile among comparable filings
  • Governance controls: 0 of 8 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 41.3%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 2.06; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 36; 36th percentile among comparable filings
  • Officer compensation ratio: 9.2%; rating input score 27; 27th percentile among comparable filings

Growth

  • Program expense growth: -11% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: -4.7% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: 10.1% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: 0 of 10 board members independent · 0 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $69K in reported program spending
  • Leadership: top reported pay $12K · 10 people listed
  • Consistency: 9 of 10 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 13 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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 — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 7 of 7 not reported.
  • Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 27/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 36/100.