Shrm Swfl Inc
Nonprofit profile at a glance
- EIN
- 591620330
- IRS 990-EZ coverage
- 2015–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2013
- Location
- Fort Myers, FL, USA
- Phone
- 2399385922
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $105,923
- Expenses
- $90,738
- Assets
- $100,820
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- Laura Siebenmorgan (President-Elect)
- Angela Pruitt (Past President)
- Brian Sauls (President)
People named in this filing
- Keith Coghlan (VP Membership)
- Brooke Weinberg (VP Programs)
- Yohana Rothenberg (Director)
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
Shrm swfl is a local chapter of the national society for human resourcemanagement (shrm). Shrm swfl is a group of human resource professionals whocome together to discuss issues related to human resource management and tofind ways to better serve their employers and employees.our purpose is to promote and advance the understanding and application ofevery phase of human resource management; to endeavor to establish andimprove ideals, performance and standards of ethical conduct and relationships in the field of human resources; to encourage cooperationamong members for the exchange of ideas, discussion of problems and thedissemination of information in the field of human resources; to developgreater recognition of the human resource function.
What it reported doing in 2024
Luncheons: shrm swfl puts on monthly luncheon meetings for its membership. At each luncheon, a speaker is brought in to discuss topics relevant tothe hr profession, and certification credits are available to attendees.in addition to certificaiton credits/education, attendees also have anopportunity to network with other hr-related professsionals. Meetings areopen to the public, and we often have many guest attendees. Attendancevaries depending on the time of year and topic, but generally ranges from60-80 people.bulk tickets: each year, shrm swfl purchases groups of bulk tickets to thehr Florida state conference, the largest hr conference in the state. Ourchapter is able to purchase the tickets at a deep discount, then offer themto our membership at that discounted price. Bulk tickets can only bepurchased by a chapter, and not as individuals. We require someone to be amember to purchase a bulk ticket, so this service ppotentially benfits upto 20-30 people. On average, we purchase and sell 20-30 bulk tickets eachyear.shrm foundation: our chapter raises money each year to donate to the shrmfoundation. The shrm foundation provides thought leadership andeducational support, sponsoring, funding, and driving educational research, and scholoarships to hr professionals. We host networking events to raisemoney for the donation. This year between our cash donations and donationof silent auction items to auctions benefitting shrm foundation, ourchapter has donated $436.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- 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. No material rating questions were generated from the available inputs.
Rating breakdown
- Financial Efficiency: 76
- Transparency & Controls: 82
- Sustainability: 57
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 72.3%; rating input score 72
- Program expense ratio: 84.4%; rating input score 84
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 14.3%; rating input score 66; 66th percentile among comparable filings
- Total-asset coverage ratio: 1.11; rating input score 63; 63rd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 3% per year; rating input score 100; 40th percentile among comparable filings
- Revenue growth: 4.3% per year; rating input score 100; 44th percentile among comparable filings
- Asset growth: 11.6% per year; rating input score 100; 66th percentile among comparable filings
Details
- Where the money goes: 72.3% of revenue deployed · 84.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $77K 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: 9 filing years from 2015 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.