Civic Intelligence

Society for Human Resource Management Phila Regional Chapter

EIN 23-2273880 • 501(c)6 • West Chester, PA

Profile

To keep the organization members and associates informed to keep professional developments and enhance visibility of the human resources professional within the business community.

210 Cheshire CircleWest Chester, PA 19380-6707

www.phillyshrm.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

42nd percentile

-3.2%

Higher net margin than 42% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

-1.9%

Faster asset growth than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

-8.7%

Faster revenue growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$238,523

Down $4,690 (-1.9%) from 2024

Liabilities

Flat

$18

Flat from 2024

Net Assets

Down

$238,505

Down $4,690 (-1.9%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin42nd percentile

Revenue

Down

$370,489

Down $35,301 (-8.7%) from 2024

Expenses

Up

$382,288

Up $54,342 (+17%) from 2024

Net Income

Down

-$11,799

Down $89,643 (-115%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $130,431Liabilities 2011: $02011Assets 2012: $144,377Liabilities 2012: $0Net Assets 2012: $144,3772012Assets 2013: $133,269Liabilities 2013: $0Net Assets 2013: $133,2692013Assets 2014: $132,805Liabilities 2014: $0Net Assets 2014: $132,8052014Assets 2015: $91,338Liabilities 2015: $0Net Assets 2015: $91,3382015Assets 2016: $80,587Liabilities 2016: $0Net Assets 2016: $80,5872016Assets 2017: $97,533Liabilities 2017: $1,831Net Assets 2017: $95,7022017Assets 2018: $124,884Liabilities 2018: $9,542Net Assets 2018: $115,3422018Assets 2019: $128,912Liabilities 2019: $4,384Net Assets 2019: $124,5282019Assets 2020: $137,514Liabilities 2020: $5,365Net Assets 2020: $132,1492020Assets 2021: $131,992Liabilities 2021: $459Net Assets 2021: $131,5332021Assets 2022: $117,728Liabilities 2022: $1,833Net Assets 2022: $115,8952022Assets 2023: $155,123Liabilities 2023: $18Net Assets 2023: $155,1052023Assets 2024: $243,213Liabilities 2024: $18Net Assets 2024: $243,1952024Assets 2025: $238,523Liabilities 2025: $18Net Assets 2025: $238,5052025

Highlighted filing

2025

Assets$238,523
Liabilities$18
Net Assets$238,505
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $95,041Expenses 2011: $126,123Net Income 2011: -$31,0822011Expenses 2012: $195,3292012Expenses 2013: $220,8452013Revenue 2014: $273,061Expenses 2014: $273,525Net Income 2014: -$4642014Revenue 2015: $251,557Expenses 2015: $293,024Net Income 2015: -$41,4672015Revenue 2016: $259,851Expenses 2016: $270,602Net Income 2016: -$10,7512016Revenue 2017: $298,135Expenses 2017: $283,020Net Income 2017: $15,1152017Revenue 2018: $317,114Expenses 2018: $297,474Net Income 2018: $19,6402018Revenue 2019: $366,022Expenses 2019: $356,836Net Income 2019: $9,1862019Revenue 2020: $291,328Expenses 2020: $283,707Net Income 2020: $7,6212020Revenue 2021: $231,061Expenses 2021: $231,666Net Income 2021: -$6052021Revenue 2022: $235,150Expenses 2022: $250,788Net Income 2022: -$15,6382022Revenue 2023: $317,938Expenses 2023: $285,377Net Income 2023: $32,5612023Revenue 2024: $405,790Expenses 2024: $327,946Net Income 2024: $77,8442024Revenue 2025: $370,489Expenses 2025: $382,288Net Income 2025: -$11,7992025

Highlighted filing

2025

Revenue$370,489
Expenses$382,288
Net Income-$11,799
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,523
Liabilities
$18
Net assets
$238,505
Revenue
$370,489
Expenses
$382,288
Net income
-$11,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$3.70$3.82$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$4.06$3.28$0.78
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$3.18$2.85$0.33
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.02$1.16$2.35$2.51$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$2.31$2.32$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.05$1.32$2.91$2.84$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.04$1.25$3.66$3.57$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.10$1.15$3.17$2.97$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.02$0.96$2.98$2.83$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$2.60$2.71$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$2.52$2.93$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$2.73$2.74$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$2.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$1.95
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$0.95$1.26$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Nov 7, 2025
Return Version
2024v5.0
Gross Receipts
$370,489
Mission and Program Overview

Mission

To keep the organization memebers and associates informed to keep professional developments and enhance visibility of the human resources professional within the business community.

To keep the organization members and associates informed to keep professional developments and enhance visibility of the human resources professional within the business community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$145,462$130,557▼ $14,905
Investments in Publicly Traded Securities$55,751$64,179▲ $8,428
Savings and Temporary Cash Investments$42,000$43,787▲ $1,787
Total Assets$243,213$238,523▼ $4,690
Liabilities
Accounts Payable and Accrued Expenses$18$18→ $0
Total Liabilities$18$18→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$243,195$238,505▼ $4,690
Total Net Assets Fund Balance$243,195$238,505▼ $4,690
Total Liabilities and Net Assets / Fund Balance$243,213$238,523▼ $4,690
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Catherine Preim Sphr Shrm-cpPresident
Madalyn McclayDirector, Em
Jackie Linton Mba Sphr Shrm-scpDirector, Ex
Paige Liscka Phr Shrm-cpDirector, Me
Dominic MicaliDirector, Sy
Edward Rogers Shrm-scpDirector, Sy
Maria Downs Sphr Shrm-scp PmpEvp, Chapter
Ryan SmithEvp, Finance
Timothy M Mccarthy EsqEvp, Legal
Kaela Blanks Ms Shrm-scpEvp, Program
Joanna Vazquez Ed D Sphr ShrmEvp, Strateg
Kelly JonesEvp, Symposi
Christina AmendolaFellow
Theresa Velykis Phr Shrm-cpPast Preside
Nicole BieriVP Marketing
Kimberlyann Huegel Sphr Shrm-scpVP Symposium
Richard ForonjyVP, Day Prog
Ragine Williams MsVP, Dei
Anna GreenwaldVP, Emerging
Swain Tamar Shrm-cpVP, Emerging
Dennis Paris MbaVP, Leadersh
Larhonda Green Shrm-scpVP, Marketin
Debby DerricksVP, Membersh
Noel Ridlon Ma Shrm-scpVP, Membersh
Kirsten ZeiglerVP, Sponsors
Lauren CuddebackVP, Sponsors
Shakema AppletonVP, Webinar
Dawn Bruno Phr Shrmp-cpVP, Workforc
Kena R Sears MbaVP, Workforc
Evelyn ReedVP. Leadersh
Samantha OyolaVP. Partners
Revenue and Support

Revenue Composition

Contributions and Grants
$119,506
Program Service Revenue
$247,877
Investment Income
$3,106
Other Revenue
$0
All Other Contributions
$43,774
Change in Net Assets
$-11,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$382,288
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$117,579
Office Expenses---$17,349
Advertising---$17,091
All Other Expenses---$16,292
Conferences and Meetings---$15,941
Other Expenses---$10,391
Information Technology---$7,834
Fees for Services Accounting---$7,150
Insurance---$2,773
Fees for Services Other---$1,263
Total Functional Expenses$0$0$0$382,288
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The board reviews and accepts the 990.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Society for Human Resource Mgt
EIN
23-2273880
Phone
4844611067
Address
210 CHESHIRE CIRCLE, WEST CHESTER, PA 19380-6707

Signing Officer

Name
Ryan Smith
Title
Evp, Finance
Phone
4844611067
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Smith
Formed
1999
Legal Domicile
Pa
Voting Board Members
30
Independent Board Members
30
Employees
0
Volunteers
60

Preparer

Firm
Brinker Simpson & Company LLC
Address
1400 N PROVIDENCE RD BLDG 2 STE 20, MEDIA, PA 19063
Preparer
Alex P Jones CPA
Phone
6105445900
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EVP, STRATEG
IRS990/Form990PartVIISectionAGrp/TitleTxt3EVP, LEGAL
IRS990/Form990PartVIISectionAGrp/TitleTxt4EVP, FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EVP, CHAPTER
IRS990/Form990PartVIISectionAGrp/TitleTxt6EVP, PROGRAM
IRS990/Form990PartVIISectionAGrp/TitleTxt7EVP, SYMPOSI
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP, DEI
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP, WORKFORC
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP, WORKFORC
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP, MARKETIN
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP. PARTNERS
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP. LEADERSH
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP, LEADERSH
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP, MEMBERSH
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP, MEMBERSH
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR, ME
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP, SPONSORS
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP, SPONSORS
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP, DAY PROG
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP, WEBINAR
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP SYMPOSIUM
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR, SY
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR, SY
IRS990/Form990PartVIISectionAGrp/TitleTxt26VP, EMERGING
IRS990/Form990PartVIISectionAGrp/TitleTxt27VP, EMERGING
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR, EM
IRS990/Form990PartVIISectionAGrp/TitleTxt29FELLOW
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR, EX
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt030
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0370489
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt030
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt07834
IRS990/InsuranceGrp/TotalAmt02773
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03106
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03106
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt055751
IRS990/InvestmentsPubTradedSecGrp/EOYAmt064179
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt075732
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO KEEP THE ORGANIZATION MEMBERS AND ASSOCIATES INFORMED TO KEEP PROFESSIONAL DEVELOPMENTS AND ENHANCE VISIBILITY OF THE HUMAN RESOURCES PROFESSIONAL WITHIN THE BUSINESS COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0243195
IRS990/NetAssetsOrFundBalancesEOYAmt0238505
IRS990/NetUnrlzdGainsLossesInvstAmt07109
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0243195
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0238505
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt017349
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0VENUE EXPENSES
IRS990/OtherExpensesGrp/Desc1SPEAKER EXPENSE
IRS990/OtherExpensesGrp/Desc2MERCHANT FEES
IRS990/OtherExpensesGrp/Desc3PODCAST EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0118166
IRS990/OtherExpensesGrp/TotalAmt140035
IRS990/OtherExpensesGrp/TotalAmt210424
IRS990/OtherExpensesGrp/TotalAmt310391
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RYAN SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/BusinessCd3611430
IRS990/ProgramServiceRevenueGrp/Desc0SYMPOSIUM
IRS990/ProgramServiceRevenueGrp/Desc1MEETINGS AND CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc2CERTIFICATION COURSE
IRS990/ProgramServiceRevenueGrp/Desc3EMERGING LEADERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0242897
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12675
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0242897
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31105
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0114015
IRS990/PYInvestmentIncomeAmt01206
IRS990/PYOtherExpensesAmt0327946
IRS990/PYProgramServiceRevenueAmt0290569
IRS990/PYRevenuesLessExpensesAmt077844
IRS990/PYTotalExpensesAmt0327946
IRS990/PYTotalRevenueAmt0405790
IRS990/ReconcilationRevenueExpnssAmt0-11799
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt042000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043787
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS AND ACCEPTS THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0243213
IRS990/TotalAssetsEOYAmt0238523
IRS990/TotalAssetsGrp/BOYAmt0243213
IRS990/TotalAssetsGrp/EOYAmt0238523
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0119506
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00

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