Southwest Washington Shrm
Nonprofit profile at a glance
- EIN
- 912052754
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2021
- Location
- Vancouver, WA, USA
- Phone
- 3607198902
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $41,435
- Expenses
- $47,911
- Assets
- $66,356
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
People named in this filing
- AMY OTT (DIRECTOR)
- CERISE JOLLIVER (DIRECTOR)
- CHRISTINA NAUGLE (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To be the premier resource for leadership and development for human resource professionals and organizations within southwest Washington. To provide a forum for the personal and professional development of members. To provide an opportunity to develop leadership, managerial, public speaking and group decision making skills. To provide an arena for the development of trusted relationships where common problems can be discussed and deliberated. To provide an opportunity to focus on current human resource management issues of importance to our members. To provide focus for legislative attention to state and national human resource management issues. To provide valuable information gathering and dissemination channels. To provide a pool of human resource management leaders of perpetuation of the association and of shrm. To serve as an important vehicle for introducing human resource management professionals to shrm.
What it reported doing in 2025
Sw shrm luncheons. Hosted monthly luncheons which covered topics such as human resources legal updates, pay equity practices, career exploration, global culture, diversity and inclusion.
Operating model
- Revenue model
- Earned-program. 71% of the money available for current operations came from fees and other program revenue.
- 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 82
- Sustainability: 42
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 93.4%; rating input score 93
- Program expense ratio: 80.6%; rating input score 81
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -15.6%; rating input score 24; 24th percentile among comparable filings
- Total-asset coverage ratio: 1.38; rating input score 56; 56th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.5% per year; rating input score 100; 62nd percentile among comparable filings
- Revenue growth: 3.3% per year; rating input score 100; 63rd percentile among comparable filings
- Asset growth: 3.6% per year; rating input score 100; 52nd percentile among comparable filings
Details
- Where the money goes: 93.4% of revenue deployed · 80.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $39K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 11 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- 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 — Sustainability: Operating margin scored 24/100.
- Review — Sustainability: Total-asset coverage ratio scored 56/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.