Palmetto Society for Human Resources Management
Nonprofit profile at a glance
- EIN
- 412244823
- IRS 990 coverage
- 2025–2025
- Forms available
- Form 990 2025, Form 990-N 2024
- Location
- North Charleston, SC, USA
- Phone
- 8432707032
- Rating confidence
- Limited
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $86,123
- Expenses
- $53,115
- Assets
- $100,329
- Liabilities
- $8,350
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
20 people listed
Executive titles in this filing
- Angel Waterfield SHRM-SCP MHRLR (President)
- Jackie Kohlhepp SHRM-SCP LISW-AP M (President Elect)
- Jordan Riker SHRM- CP (Vice President of Membership)
- Star Ross SHRM-SCP (Past President/SHRM Foundation Chai)
People named in this filing
- Angel Waterfield SHRM-SCP MHRLR (President)
- Jackie Kohlhepp SHRM-SCP LISW-AP M (President Elect)
- Courtney Templin (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Seek to promote and advance the understanding and application of every phase of the broad concept of HR management. Endeavor to improve and establish proven ideals and standards of ethical conduct among members in the field of HR. Initiate and/or proactively participate in varied programs that our membership approves as being consistent with the objectives SHRM Charleston's sponsorship and/or assistance. Provide a social atmosphere for the meeting of people interested in or working in the field of HR management. Provide a ready network of HR professionals, of all specialties, for the purposes of advice, consultation, and ideas, which will raise the quality of HR practices across the tri-county area. Actively promote the reputation of the Human Resource profession within the local business community. Actively promote the advancement of diversity in our membership, in the HR profession, and within the local business community.
What it reported doing in 2025
MembershipSHRM Charleston is an organization made up Human Resource professionals in the tri-county area of Charleston, South Carolina. We are a 100% membership chapter, which means you must also be a member of the national SHRM organization. SHRM Charleston meetings are typically held on the 3rd Tuesday of each month (November is held on the 2nd Tuesday and there is usually a holiday party in December) during lunchtime hours. The meeting schedule and topics are posted under meetings and events on the Chapter website.
Operating model
- Revenue model
- Earned-program. 88% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 90
- Accountability: 76
- Sustainability: 58
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 38.3%; rating input score 82; 82nd percentile among comparable filings
- Total-asset coverage ratio: 1.89; rating input score 37; 37th percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 15; 15th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 20 of 20 board members independent · 3 of 7 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $0 · 20 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- 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.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
- High — Sustainability: Liabilities to assets ratio scored 15/100.
- Review — Sustainability: Officer compensation ratio scored 58/100.