Palm Beach County Shrm Inc
Nonprofit profile at a glance
- EIN
- 521351992
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- West Palm Beach, FL, USA
- Phone
- 5617024054
- Rating
- 37
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $176,717
- Expenses
- $166,180
- Assets
- $143,401
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- KATHERINE I KATO (PRESIDENT)
People named in this filing
- KATHERINE I KATO (PRESIDENT)
- KATHRYN COLON (SECRETARY)
- BRENDA L TIRADO (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
The organization's mission is to (see schedule o)
What it reported doing in 2024
To provide high caliber, cost effective educational and certification opportunities to all chapter members and their organizations.
Operating model
- Revenue model
- Earned-program. 82% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 3
- Transparency & Controls: 82
- Sustainability: 56
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 5.2%; rating input score 5
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 6%; rating input score 50; 50th percentile among comparable filings
- Total-asset coverage ratio: 0.86; rating input score 54; 54th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -0.9% per year; rating input score 0; 18th percentile among comparable filings
- Asset growth: -0.3% per year; rating input score 0; 26th percentile among comparable filings
Details
- Where the money goes: 5.2% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2011 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 — Financial Efficiency: Mission deployment rate scored 5/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Operating margin scored 50/100.
- Review — Sustainability: Total-asset coverage ratio scored 54/100.