Civic Intelligence

Fox Valley Society for Human Resource Management Inc

990EZ • Fiscal year 2016 • EIN 20-0296487

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 15, 2017

PO Box 871Appleton, WI 54912

(920) 731-8852

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

51st percentile

2.7%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

20%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$67,751

Up $2,165 (+3.3%) from 2015

Net Assets

Up

$67,751

Up $2,165 (+3.3%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$79,263

Up $13,024 (+20%) from 2015

Expenses

Up

$77,098

Up $15,818 (+26%) from 2015

Net Income

Down

$2,165

Down $2,794 (-56%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $40,007Liabilities 2011: $02011Assets 2012: $46,752Liabilities 2012: $02012Assets 2013: $49,512Net Assets 2013: $49,5122013Assets 2014: $60,627Net Assets 2014: $60,6272014Assets 2015: $65,586Net Assets 2015: $65,5862015Assets 2016: $67,751Net Assets 2016: $67,7512016Assets 2017: $65,229Net Assets 2017: $65,2292017Assets 2018: $56,567Net Assets 2018: $56,5672018Assets 2019: $71,853Net Assets 2019: $71,8532019Assets 2020: $106,268Net Assets 2020: $106,2682020Assets 2021: $119,182Net Assets 2021: $119,1822021Assets 2022: $127,387Net Assets 2022: $127,3872022Assets 2023: $166,400Net Assets 2023: $166,4002023Assets 2024: $179,942Net Assets 2024: $179,9422024

Highlighted filing

2016

Assets$67,751
Liabilities-
Net Assets$67,751

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $43,596Expenses 2011: $38,745Net Income 2011: $4,8512011Revenue 2012: $50,390Expenses 2012: $43,645Net Income 2012: $6,7452012Revenue 2013: $57,375Expenses 2013: $54,615Net Income 2013: $2,7602013Revenue 2014: $56,597Expenses 2014: $45,482Net Income 2014: $11,1152014Revenue 2015: $66,239Expenses 2015: $61,280Net Income 2015: $4,9592015Revenue 2016: $79,263Expenses 2016: $77,098Net Income 2016: $2,1652016Revenue 2017: $89,304Expenses 2017: $91,826Net Income 2017: -$2,5222017Revenue 2018: $82,869Expenses 2018: $91,530Net Income 2018: -$8,6612018Revenue 2019: $105,051Expenses 2019: $89,765Net Income 2019: $15,2862019Revenue 2020: $70,347Expenses 2020: $35,932Net Income 2020: $34,4152020Revenue 2021: $73,918Expenses 2021: $61,005Net Income 2021: $12,9132021Revenue 2022: $70,935Expenses 2022: $62,730Net Income 2022: $8,2052022Revenue 2023: $126,226Expenses 2023: $87,213Net Income 2023: $39,0132023Revenue 2024: $75,278Expenses 2024: $61,736Net Income 2024: $13,5422024

Highlighted filing

2016

Revenue$79,263
Expenses$77,098
Net Income$2,165
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 15, 2017
Return Version
2016v3.0
Gross Receipts
$83,896
Mission and Program Overview

Mission

To enhance the professionalism of human resource management in the fox valley area; to establish friendly communication between various employers; to prepare human resource professionals for their role as leaders and decision makers within thier organization.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS TO STUDENTS STUDYING HUMAN RESOURCES. PROVIDE FINANCIAL ASSISTANCE TO SOCIETY MEMEBERS TO ALLOW THEM TO ATTEND HUMAN RESOURCE CONFERENCES. PROVIDE SEMINAR TO DISCUSS THE FAMILY AND MEDICAL LEAVE ACT (FLMA), RECENT PROVISIONS OF FMLA LEGISLATION, AND COMPANY POLICIES PERTAINING TO FMLA.$2,500$38,745
PROVIDE REQULARY SCHEDULED PROGRAM MEETINGS CONSISTING OF HUMAN RESOURCE RELATED TOPICS AND SPEAKERS.-$17,598
MAINTAIN ORGANIZATION WEBSITE TO INFORM MEMBERS AND PUBLIC ABOUT FUTURE EVENTS AND OFFER WEBCASTS.-$14,990
PARTNERSHIP WITH STUDENT CHAPTER AT THE UW OSHKOSH CAMPUS TO ASSIST IN BUILDING ON FUTURE HUMAN RESOURCE PROFESSIONALS.-$5,765
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY JANSSENChapter Pres-$0--
CASSIE KRAUSEVP Of Member-$0--
JENNIFER HAZAERTVP Of Progra-$0--
HANNAH WESTPHALVP Of Electr-$0--
ANGELA MURRAYTreasurer-$0--
JANINE DIANAVP Of Profes-$0--
KAREN STEINHOFERVP Of Studen-$0--
ELAINE RUHSecretary-$0--
NYKKI MILHAUPTPresident El-$0--
JASON KANABLEVP Of Workfo-$0--
DAWN SONNENBERGVP Of Market-$0--
REBECCA KELLNERVP Of Legisl-$0--
Filing and Contact Details

Filer

Filer Name
Fox Valley Society for Human
EIN
20-0296487
Phone
9207318852
Address
PO BOX 871, APPLETON, WI 54912

Signing Officer

Name
Angela Murray
Title
Treasurer
Phone
9207318852
Signed
2017-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Lee Stumpf
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Leadercast fee 20,765 shrm learning guides 16,696 miscellaneous revenue 4,823 sponsorship 4,800 job bank 1,700 total 48,784

Form 990-ez, Part I, Line 16

Expenses office exp. 3,102 insurance 2,420 dues & subscriptions 741 website 1,931 educational programs 17,598 leadership webcasts 13,059 shrm training program 4,811 conventions 18,080 quickbooks 529 gifts 3,368 student outreach 954 donations 2,700 miscellaneous 3,635 total 72,928

Form 990-ez, Part III

To enhance the professionalism of human resource management in the fox valley area; to establish friendly communication between various employers; to prepare human resource professionals for their role as leaders and decision makers within thier organization.

Form 990-ez, Part III, Line 31

Provide scholarships to students studying human resources. Provide financial assistance to society memebers to allow them to attend human resource conferences. Provide seminar to discuss the family and medical leave act (flma), recent provisions of fmla legislation, and company policies pertaining to fmla.

Raw XML Appendix152 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY JANSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CASSIE KRAUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER HAZAERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HANNAH WESTPHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGELA MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JANINE DIANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAREN STEINHOFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELAINE RUH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11REBECCA KELLNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF PROGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF ELECTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF PROFES
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE REQULARY SCHEDULED PROGRAM MEETINGS CONSISTING OF HUMAN RESOURCE RELATED TOPICS AND SPEAKERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARTNERSHIP WITH STUDENT CHAPTER AT THE UW OSHKOSH CAMPUS TO ASSIST IN BUILDING ON FUTURE HUMAN RESOURCE PROFESSIONALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROVIDE SCHOLARSHIPS TO STUDENTS STUDYING HUMAN RESOURCES. PROVIDE FINANCIAL ASSISTANCE TO SOCIETY MEMEBERS TO ALLOW THEM TO ATTEND HUMAN RESOURCE CONFERENCES. PROVIDE SEMINAR TO DISCUSS THE FAMILY AND MEDICAL LEAVE ACT (FLMA), RECENT PROVISIONS OF FMLA LEGISLATION, AND COMPANY POLICIES PERTAINING TO FMLA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LEADERCAST FEE 20,765 SHRM LEARNING GUIDES 16,696 MISCELLANEOUS REVENUE 4,823 SPONSORSHIP 4,800 JOB BANK 1,700 TOTAL 48,784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXP. 3,102 INSURANCE 2,420 DUES & SUBSCRIPTIONS 741 WEBSITE 1,931 EDUCATIONAL PROGRAMS 17,598 LEADERSHIP WEBCASTS 13,059 SHRM TRAINING PROGRAM 4,811 CONVENTIONS 18,080 QUICKBOOKS 529 GIFTS 3,368 STUDENT OUTREACH 954 DONATIONS 2,700 MISCELLANEOUS 3,635 TOTAL 72,928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ENHANCE THE PROFESSIONALISM OF HUMAN RESOURCE MANAGEMENT IN THE FOX VALLEY AREA; TO ESTABLISH FRIENDLY COMMUNICATION BETWEEN VARIOUS EMPLOYERS; TO PREPARE HUMAN RESOURCE PROFESSIONALS FOR THEIR ROLE AS LEADERS AND DECISION MAKERS WITHIN THIER ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE SCHOLARSHIPS TO STUDENTS STUDYING HUMAN RESOURCES. PROVIDE FINANCIAL ASSISTANCE TO SOCIETY MEMEBERS TO ALLOW THEM TO ATTEND HUMAN RESOURCE CONFERENCES. PROVIDE SEMINAR TO DISCUSS THE FAMILY AND MEDICAL LEAVE ACT (FLMA), RECENT PROVISIONS OF FMLA LEGISLATION, AND COMPANY POLICIES PERTAINING TO FMLA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
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ReturnHeader/BusinessOfficerGrp/PhoneNum09207318852
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOX VALLEY SOCIETY FOR HUMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RESOURCE MANAGEMENT INC
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ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE STUMPF
ReturnHeader/ReturnTs02017-06-15T12:59:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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