2023-10-16T09:50:49-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-01-01 233065334 PROJECT MANAGEMENT INSTITUTE - DELAWARE VALLEY CHAPTER PROJ 6103312389 PO BOX 438 DREXEL HILL PA 19026 ROBERT COCHRAN PRESIDENT 6103312389 2023-10-12 1 ROBERT COCHRAN 999009999 0 LAUREN N WEST P01970042 2156433900 2023-10-12 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT COCHRAN PO BOX 438 DREXEL HILL PA 19026 568736 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 0 154 0 0 0 0 120331 164309 67704 21220 12500 8000 200535 193529 17500 9500 0 0 0 0 0 0 0 147083 185675 164583 195175 35952 -1646 847341 835117 0 0 847341 835117 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 2022, THE CHAPTER CONDUCTED 3 FOUNDATIONS IN PROJECT MANAGEMENT CLASSES, 3 PMP (PROJECT MANAGEMENT PROFESSIONAL) EXAM PREP, AND 2 CAPM (CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT) EXAM PREP CERTIFICATION CLASSES FOR MEMBERS AND NON-MEMBERS. ALL 3 CLASSES ARE DESIGNED TO HELP STUDENTS MEET THE EDUCATION REQUIREMENTS IN ORDER TO TAKE THE PMP AND CAPM CERTIFICATION EXAMINATIONS. IN 2022, THE CHAPTER CONDUCTED 4 VIRTUAL HALF DAY PROFESSIONAL DEVELOPMENT DAYS (PDD'S) FOR BOTH MEMBERS AND NON-MEMBERS. THE PURPOSE OF THESE EDUCATIONAL OPPORTUNITIES IS TO GIVE LOCAL PROJECT MANAGERS THE OPPORTUNITY TO PARTICIPATE IN AN INTENSIVE STUDY OF A PARTICULAR PROJECT MANAGEMENT CONCEPT OR TOOL. THE CHAPTER CONTRACTS WITH NATIONALLY KNOWN EXPERTS TO PRESENT ON SPECIFIC TOPICS AT THESE PDD'S. THESE PROGRAMS ARE RECOGNIZED BY THE PROJECT MANAGEMENT INSTITUTE AS QUALIFYING FOR WORLDWIDE ACCEPTANCE AS "PROFESSIONAL DEVELOPMENT UNITS" WHICH ARE REQUIRED FOR PROJECT MANAGERS TO MAINTAIN THEIR CERTIFICATIONS. IN 2022, THE CHAPTER CONDUCTED 21 VIRTUAL MEETINGS FEATURING SPEAKERS WHO PRESENTED ON A VARIETY OF PROJECT MANAGEMENT SUBJECTS. THESE MEETINGS ALSO OFFERED ATTENDEES THE OPPORTUNITY TO NETWORK VIRTUALLY. GENERAL MEMBERSHIP ACTIVITIES 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 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 0 0 0 1 1 1 0 0 0 0 1 1 1 0 1 0 0 0 X RICHARD RINALDI 6103312389 407 GROVE PLACE NARBERTH PA 19072 X ROBERT COCHRAN PRESIDENT 10.00 X X 0 0 0 KATHY LAJOIE MALIK EXECUTIVE VICE PRESIDENT 5.00 X X 0 0 0 FRANK MCKEOWN SECRETARY 10.00 X X 0 0 0 DANIEL MARCQ TREASURER 5.00 X X 0 0 0 KEN GOLKIN DIRECTOR 5.00 X 0 0 0 FRANK GORMAN DIRECTOR 2.00 X 0 0 0 MARIE HEGARTY DIRECTOR 10.00 X 0 0 0 ALLEN HUGHES DIRECTOR 5.00 X 0 0 0 RICHARD LOBRON DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBER DEVELOPMENT 611710 99524 99524 EDUCATIONAL COURSES AND PROGRAMS 611710 51156 51156 PROGRAM MEETINGS 611710 13629 13629 164309 15715 15715 380712 375207 5505 5505 5505 EXPENSE REIMBURSEMENT 900099 8000 8000 8000 193529 164309 0 29220 9500 31050 1300 9025 12834 4613 16339 9904 EDUCATIONAL EXPENSES 68299 SPECIAL PROJECTS 32311 195175 7798 18181 105308 48523 734235 768413 847341 835117 0 0 X 847341 835117 847341 835117 847341 835117 -1646 -10578 0 X 0 0 0 1 NATIONAL ENGINEERS WEEK FOUNDATION INC 1420 KING STREET ALEXANDRIA VA 22314 320210972 501(C)(3) 6000 0 N/A N/A TO SUPPORT THE PHILADELPHIA FUTURE CITY COMPETITION 1 0 PART I, LINE 2: PMI-DVC MONITORS THE USE OF GRANT FUNDS THROUGH CONVERSATIONS WITH MEMBERS OF THE GRANTEE'S MANAGEMENT. 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 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 AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT ISSUE FORMAL FINANCIAL STATEMENTS.