Society for Human Resource Management Bluegrass Chapter

Nonprofit profile at a glance

EIN
611157044
IRS 990-EZ coverage
2019–2025
Forms available
Form 990-EZ 2025, Form 990-N 2018
Location
Lexington, KY, USA
Rating
42
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$66,202
Expenses
$64,740
Assets
$98,116
Liabilities
$2,014

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Andrea Creech (President)
  • Kelly Webb (President-Elect)
  • Rebecca Wren (Past-President)

People named in this filing

  • Andrea Creech (President)
  • Kelly Webb (President-Elect)
  • Tina Navis (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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our mission is to engage and inspire the Human Resources Professional to drive excellence and innovation and to make a difference in the business community. Our programs speakers and conferences helped hundreds of HR professionals from across the Bluegrass navigate the ongoing challenges and demands of a world-wide post pandemic landscape while continuing to upskill to meet the demands of a rapidly changing labor force.

What it reported doing in 2025

We contribute to the national SHRM Foundation. The foundation works by widening pathways to work for more skills-first candidates and more kinds of talent; tackling societal challenges with a current focus on workplace mental health and wellness; and strengthening the HR field with even more diversity growth and readiness to address these needs. SHRM Foundation works with SHRM courageous partners and bold investors to generate awareness action and impact to build a world of work that works for all.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 4
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 5.8%; rating input score 6
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 2.2%; rating input score 49; 49th percentile among comparable filings
  • Total-asset coverage ratio: 1.52; rating input score 58; 58th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 22; 22nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 7.2% per year; rating input score 100; 66th percentile among comparable filings
  • Revenue growth: 0.2% per year; rating input score 100; 51st percentile among comparable filings
  • Asset growth: 3.9% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 5.8% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 7 filing years from 2019 to 2025
  • 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 6/100.
  • Moderate — Sustainability: Operating margin scored 49/100.
  • Review — Sustainability: Total-asset coverage ratio scored 58/100.
  • High — Sustainability: Liabilities to assets ratio scored 22/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.