Civic Intelligence

Fox Valley Society for Human Resource Management Inc

990EZ • Fiscal year 2020 • EIN 20-0296487

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

93rd percentile

49%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-33%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$106,268

Up $34,415 (+48%) from 2019

Net Assets

Up

$106,268

Up $34,415 (+48%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$70,347

Down $34,704 (-33%) from 2019

Expenses

Down

$35,932

Down $53,833 (-60%) from 2019

Net Income

Up

$34,415

Up $19,129 (+125%) from 2019

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

2020

Assets$106,268
Liabilities-
Net Assets$106,268

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

2020

Revenue$70,347
Expenses$35,932
Net Income$34,415
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$70,347
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 REQULARY SCHEDULED PROGRAM MEETINGS CONSISTING OF HUMAN RESOURCE RELATED TOPICS AND SPEAKERS.-$11,226
PROVIDE FINANCIAL ASSISTANCE TO SOCIETY MEMEBERS TO ALLOW THEM TO ATTEND HUMAN RESOURCE CONFERENCES. PROVIDE ON GOING TRAINING SYSTEMS.-$8,354
PARTNERSHIP WITH STUDENT CHAPTER AT THE UW OSHKOSH CAMPUS TO ASSIST IN BUILDING ON FUTURE HUMAN RESOURCE PROFESSIONALS.PROVIDE SCHOLARSHIPS TO STUDENTS STUDYING HUMAN RESOURCES.-$4,197
MAINTAIN ORGANIZATION WEBSITE TO INFORM MEMBERS AND PUBLIC ABOUT FUTURE EVENTS AND OFFER WEBCASTS.-$1,794
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHELSEY LATIMERVP Of Progra-$0--
ELAINE RUHVP Of Electr-$0--
ANGELA MURRAYTreasurer-$0--
BECCA HOVELVP Prof Deve-$0--
MICHELLE LEITINGPresident El-$0--
JENNIFER HAZAERTPresident-$0--
KORTNEY JENKSSecretary-$0--
LORI RAUSCHVP Workforce-$0--
JONATHON EIDENVP Of Legisl-$0--
TED CAREWVP Membershi-$0--
RYAN THOMPSONVP Public Re-$0--
ROBY TIEDTVP College R-$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
2021-11-15
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

Sponsorships 7,980 leadercast fees 6,510 learning guides 4,425 other 1,180 job board 400 total 20,495

Form 990-ez, Part I, Line 16

Expenses advertising 6 office exp. 875 insurance 775 dues & subscriptions 1,412 website 1,788 chapter meetings 7,706 admin expenses 2,896 conventions 3,520 meals & entertainment 1,818 donations 1,197 scholorships 3,000 learning modules 7,017 legal 12 credit card fees 2,310 total 34,332

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 financial assistance to society memebers to allow them to attend human resource conferences. Provide on going training systems.

Raw XML Appendix158 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0CHELSEY LATIMER
CompensationExplanation/CompensationExplanationGrp/PersonNm1ELAINE RUH
CompensationExplanation/CompensationExplanationGrp/PersonNm2ANGELA MURRAY
CompensationExplanation/CompensationExplanationGrp/PersonNm3BECCA HOVEL
CompensationExplanation/CompensationExplanationGrp/PersonNm4MICHELLE LEITING
CompensationExplanation/CompensationExplanationGrp/PersonNm5JENNIFER HAZAERT
CompensationExplanation/CompensationExplanationGrp/PersonNm6KORTNEY JENKS
CompensationExplanation/CompensationExplanationGrp/PersonNm7LORI RAUSCH
CompensationExplanation/CompensationExplanationGrp/PersonNm8JONATHON EIDEN
CompensationExplanation/CompensationExplanationGrp/PersonNm9TED CAREW
CompensationExplanation/CompensationExplanationGrp/PersonNm10RYAN THOMPSON
CompensationExplanation/CompensationExplanationGrp/PersonNm11ROBY TIEDT
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IRS990EZ/BooksInCareOfDetail/PersonNm0ANGELA MURRAY
IRS990EZ/BooksInCareOfDetail/PhoneNum09209961178
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 871
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/ContributionsGiftsGrantsEtcAmt031789
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHELSEY LATIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELAINE RUH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BECCA HOVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE LEITING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER HAZAERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KORTNEY JENKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LORI RAUSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JONATHON EIDEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROF DEVE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP COLLEGE R
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherRevenueTotalAmt020495
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/PrintingPublicationsPostageAmt0900
IRS990EZ/ProgramServiceRevenueAmt017465
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN ORGANIZATION WEBSITE TO INFORM MEMBERS AND PUBLIC ABOUT FUTURE EVENTS AND OFFER WEBCASTS.
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.PROVIDE SCHOLARSHIPS TO STUDENTS STUDYING HUMAN RESOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROVIDE FINANCIAL ASSISTANCE TO SOCIETY MEMEBERS TO ALLOW THEM TO ATTEND HUMAN RESOURCE CONFERENCES. PROVIDE ON GOING TRAINING SYSTEMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01794
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111226
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24197
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt38354
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035932
IRS990EZ/TotalProgramServiceExpensesAmt025571
IRS990EZ/TotalRevenueAmt070347
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FVSHRM.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPONSORSHIPS 7,980 LEADERCAST FEES 6,510 LEARNING GUIDES 4,425 OTHER 1,180 JOB BOARD 400 TOTAL 20,495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 6 OFFICE EXP. 875 INSURANCE 775 DUES & SUBSCRIPTIONS 1,412 WEBSITE 1,788 CHAPTER MEETINGS 7,706 ADMIN EXPENSES 2,896 CONVENTIONS 3,520 MEALS & ENTERTAINMENT 1,818 DONATIONS 1,197 SCHOLORSHIPS 3,000 LEARNING MODULES 7,017 LEGAL 12 CREDIT CARD FEES 2,310 TOTAL 34,332
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 FINANCIAL ASSISTANCE TO SOCIETY MEMEBERS TO ALLOW THEM TO ATTEND HUMAN RESOURCE CONFERENCES. PROVIDE ON GOING TRAINING SYSTEMS.
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
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09207318852
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOX VALLEY SOCIETY FOR HUMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RESOURCE MANAGEMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0FOXV
ReturnHeader/Filer/EIN0200296487
ReturnHeader/Filer/PhoneNum09207318852
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 871
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054912
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE STUMPF
ReturnHeader/ReturnTs02021-11-15T12:42:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANGELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MURRAY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • <$500k nonprofits