2024-09-04T08:17:12-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2023-01-01 233065334 PROJECT MANAGEMENT INSTITUTE - DELAWARE VALLEY CHAPTER PROJ 6094051625 PO BOX 438 DREXEL HILL PA 19026 KENNETH GOLKIN PMP PRESIDENT 6094051625 2024-08-22 1 1 LAURA J KENNEY P00202198 6177170831 2024-08-21 2023 2024-08-08 14:25:15Z KENNETH GOLKIN PMP PO BOX 438 DREXEL HILL PA 19026 332122 0 3735 X WWW.PMI-DVC.ORG X 1979 PA TO ALIGN, ENGAGE, AND ENRICH PROJECT MANAGERS AND PRACTITIONERS IN THE DELAWARE VALLEY 9 9 0 150 0 0 0 0 164309 186767 21220 41501 8000 0 193529 228268 9500 6500 0 0 0 0 0 0 0 185675 243935 195175 250435 -1646 -22167 835117 925705 0 11507 835117 914198 X SEE SCHEDULE O.THE PROJECT MANAGEMENT INSTITUTE - DELAWARE VALLEY CHAPTER (PMI-DVC) WILL PROVIDE A FORUM FOR PROJECT MANAGEMENT PROFESSIONALS TO PROMOTE THE PRINCIPLES OF THE PROJECT MANAGEMENT INSTITUTE THROUGH NETWORKING WITH OTHER PROJECT MANAGEMENT PROFESSIONALS, SHARING PROJECT EXPERIENCES, PROVIDING AND RECEIVING TRAINING, AND SUPPORTING PROJECT MANAGEMENT PROFESSIONALS IN THEIR CERTIFICATION EFFORTS. THE CHAPTER SERVES MEMBERS IN THE COMBINED GREATER PHILADELPHIA, SOUTH JERSEY, DELAWARE, AND EASTERN SHORE REGIONS. 0 0 IN 2023, THE CHAPTER CONDUCTED VIRTUAL AND IN-PERSON MEETINGS FEATURING SPEAKERS WHO PRESENTED ON A VARIETY OF PROJECT MANAGEMENT SUBJECTS. THESE MEETINGS INCLUDED NETWORKING OPPORTUNITIES. ADDITIONALLY, THE CHAPTER CONDUCTED A VARIETY OF PROJECT MANAGEMENT CLASSES FOCUSED ON FOUNDATIONS IN PROJECT MANAGEMENT, PROJECT MANAGEMENT PROFESSIONAL (PMP) EXAM PREPARATION, AND CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (CAPM) EXAM PREPARATION CERTIFICATION CLASSES FOR MEMBER AND NON-MEMBERS. ALL CLASSES ARE DESIGNED TO HELP STUDENTS MEET EDUCATION REQUIREMENTS TO TAKE PMP AND CAPM EXAMINATIONS TO FURTHER THEIR PROJECT MANAGEMENT CAREERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 1 0 0 1 1 1 0 0 0 1 1 1 1 0 1 0 0 0 X RICHARD RINALDI PMP 6094051625 407 GROVE PLACE NARBERTH PA 19085 X KENNETH GOLKIN PMP PRESIDENT AS OF NOV 2023 10.00 X X 0 0 0 ROBERT COCHRAN PMP PRESIDENT TO OCT 2023 10.00 X X 0 0 0 RICHARD LOBRON PMP VICE PRESIDENT 5.00 X X 0 0 0 MARIE HEGARTY PMP VICE PRESIDENT OF MEMBERSHIP 5.00 X X 0 0 0 FRANK GORMAN JD SECRETARY 10.00 X X 0 0 0 RICHARD RINALDI PMP TREASURER AS OF JAN 2023 5.00 X X 0 0 0 DANIEL MARCQ JR PMP TREASURER TO JAN 2023 5.00 X X 0 0 0 ALLEN HUGHES VP, INFORMATION RESOURCES 5.00 X 0 0 0 FRANK MCKEOWN PMP VP, PROFESSIONAL DEVELOPMENT 5.00 X 0 0 0 KAITLYN LUBOFF PMP VP, MARKETING & COMMUNICATIONS 5.00 X 0 0 0 LEIGH ANN GUNTHER PMP PMI-ACP VP, EDUCATION 5.00 X 0 0 0 KEVIN MAYHEW PMP VP, EDUCATION TO JAN 2023 5.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBER DEVELOPMENT 611710 102117 102117 EDUCATIONAL COURSES AND PROGRAMS 611710 67550 67550 PROGRAM MEETINGS 611710 17100 17100 186767 20841 20841 124514 103854 20660 20660 20660 228268 186767 0 41501 6500 40050 21953 9035 28202 3485 28709 27220 EDUCATIONAL EXPENSES 70761 SPECIAL PROJECTS 14520 250435 18181 22950 48523 18542 14805 768413 869408 835117 925705 11507 0 11507 X 835117 914198 835117 914198 835117 925705 X -22167 106737 12700 -18189 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE BOARD DELEGATED MANAGEMENT AUTHORITY FOR PLANNING AND EXECUTING BUDGETS AND FINANCIAL OPERATIONS TO JAMES R. SNYDER, AN INDEPENDENT CONTRACTOR. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED ON FEBRUARY 10, 2023. SIGNIFICANT CHANGES ARE: - THE OFFICER POSITION OF VICE PRESIDENT OF MEMBERSHIP WAS ADDED. THIS PERSON MUST BE A MEMBER IN GOOD STANDING OF BOTH PROJECT MANAGEMENT INSTITUTE (PMI) AND PMI-DVC AND IS RESPONSIBLE FOR ADDRESSING THE NEEDS OF THE CHAPTER MEMBERSHIP, INCLUDING SERVICE DELIVERY, RETAINING, RECRUITING AND RECOGNIZING MEMBERS IN ACCORDANCE WITH THE CHAPTER BY-LAWS AND POLICIES. - THE TITLE OF THE EXECUTIVE VICE PRESIDENT WAS CHANGED TO VICE PRESIDENT. - BOARD MEMBERS WHO ARE NOT OFFICERS ARE DESIGNATED AS VICE PRESIDENTS TO FULFILL VARIOUS LEADERSHIP RESPONSIBILITIES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERSHIP IN THE PMI-DVC REQUIRES MEMBERSHIP IN THE PROJECT MANAGEMENT INSTITUTE (PMI). MEMBERSHIP IN THIS ORGANIZATION IS VOLUNTARY AND SHALL BE OPEN TO ANY ELIGIBLE PERSON INTERESTED IN FURTHERING THE PURPOSES OF THE ORGANIZATION. MEMBERSHIP SHALL BE OPEN TO ALL ELIGIBLE PERSONS WITHOUT REGARD TO RACE, CREED, COLOR, AGE, SEX, MARITAL STATUS, NATIONAL ORIGIN, RELIGION, OR PHYSICAL OR MENTAL DISABILITY. PMI-DVC MEMBERS ELECT THE BOARD OF DIRECTORS AND MAY REMOVE A DIRECTOR FROM OFFICE FOR JUST CAUSE IN CONNECTION WITH THE AFFAIRS OF THE ORGANIZATION BY A TWO-THIRDS (2/3) VOTE OF THE MEMBERS PRESENT AND IN PERSON AT AN OFFICIAL MEETING OF THE MEMBERSHIP, OR BY A TWO-THIRDS (2/3) VOTE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED BY A TWO-THIRDS (2/3) VOTE OF THE VOTING MEMBERSHIP IN GOOD STANDING. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE BOARD OF DIRECTORS FORMALLY APPROVES THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL VOLUNTEERS, INCLUDING BOARD MEMBERS AND OFFICERS. CONFLICTS MUST BE DISCLOSED TO THE BOARD ON THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND AS THEY ARISE THROUGHOUT THE YEAR. REMEDIAL ACTION FOR DISCLOSED CONFLICTS OR POSSIBLE CONFLICTS OF INTEREST MAY INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: (1) RECUSAL FROM ANY DECISION DEVELOPED BY THE GROUP; (2) RECUSAL FROM THE PART OF THE PROCESS WHERE A CONFLICT EXISTS, SUCH AS NOT REVIEWING A COMPETITOR'S AWARD SUBMITTAL; (3) REPLACEMENT ON THE GROUP; AND (4) PARTICIPATION AS A SUBJECT MATTER EXPERT BUT NOT IN DISCUSSIONS OR DELIBERATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY PERSON WHO MEETS THE INTERNAL REVENUE SERVICE DEFINITION OF TOP MANAGEMENT OFFICIAL, OFFICER, OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BEGINNING BALANCE CASH TO ACCRUAL ADJUSTMENT -18,189.