Fox Valley SHRM
Legal name: Fox Valley Society for Human Resource Management Inc
Nonprofit profile at a glance
- EIN
- 200296487
- IRS 990-EZ coverage
- 2013–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990-EZ 2024
- Location
- Appleton, WI, USA
- Phone
- 9207318852
- Rating
- 72
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $75,278
- Expenses
- $61,736
- Assets
- $179,942
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- LORI RAUSCH (PRESIDENT)
- MARGARET BALTUS (PRESIDENT EL)
People named in this filing
- CARRIE KRAUSE (PAST PRESIDE)
- LORI RAUSCH (PRESIDENT)
- GARRICK WISNER (TREASURER)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Inspire and Engage professionals across the Fox Valley to think strategically about managing, engaging, and retaining human capital
What it reported doing in 2024
Partnership with student chapter at the uw oshkosh campus to assist in building on future human resource professionals.provide scholarships to students studying human resources.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 66
- Transparency & Controls: 82
- Sustainability: 62
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 61.3%; rating input score 61
- Program expense ratio: 73.7%; rating input score 74
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 18%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 2.91; rating input score 74; 74th 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: -0.8% per year; rating input score 0; 46th percentile among comparable filings
- Revenue growth: 3.8% per year; rating input score 100; 67th percentile among comparable filings
- Asset growth: 12.2% per year; rating input score 100; 77th percentile among comparable filings
Details
- What they do: 6 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 61.3% of revenue deployed · 73.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $46K in reported program spending
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 11 filing years from 2013 to 2024
- Contacts: How to reach this organization
- 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 — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.