2025-10-17T07:38:54-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-01-01 233065334 PROJECT MANAGEMENT INSTITUTE - DELAWARE VALLEY CHAPTER PROJ 6094051625 PO BOX 438 DREXEL HILL PA 19026 RICHARD LOBRON PMP PRESIDENT 6094051625 2025-10-16 1 1 LAURA J KENNEY P00202198 6177170831 2025-10-16 2024 2025-03-06 01:10:19Z RICHARD LOBRON PMP PO BOX 438 DREXEL HILL PA 19026 328197 0 3735 X WWW.PMI-DVC.ORG X 2000 PA TO ALIGN, ENGAGE, AND ENRICH PROJECT MANAGERS AND PRACTITIONERS IN THE DELAWARE VALLEY 8 8 0 150 0 0 0 0 186767 214678 41501 53266 0 0 228268 267944 6500 6500 0 0 0 0 0 0 0 243935 208604 250435 215104 -22167 52840 925705 1032142 11507 26121 914198 1006021 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 2024, 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 9 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 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 19072 X RICHARD LOBRON PMP PRESIDENT AS OF SEP 2024, VICE PRES. 10.00 X X 0 0 0 KENNETH GOLKIN PMP PRESIDENT TO SEP 2024 10.00 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 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 & COMMS TO MAR 2024 5.00 X 0 0 0 LEIGH ANN GUNTHER PMP PMI-ACP VP, EDUCATION 5.00 X 0 0 0 SUZANNE DREITLEIN VP, MARKETING & COMMS AS OF JUN 2024 5.00 X 0 0 0 0 0 0 0 0 0 0 0 EDUCATIONAL COURSES AND PROGRAMS 611710 110723 110723 MEMBER DEVELOPMENT 611710 101955 101955 PROGRAM MEETINGS 611710 2000 2000 214678 28332 28332 85187 60253 24934 24934 24934 267944 214678 0 53266 6500 1200 47947 10609 20400 1798 4324 21933 11441 EDUCATIONAL EXPENSES 87952 SPECIAL PROJECTS 1000 215104 22950 12834 18542 6048 14805 54136 8083 869408 951041 925705 1032142 11507 24981 1140 11507 26121 X 914198 1006021 914198 1006021 925705 1032142 52840 38983 0 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, THROUGH JANUARY 2024. 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 WITH INFORMATION PROVIDED BY MANAGEMENT. 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.