Civic Intelligence

Society for Human Resource Management Phila Regional Chapter

990 • Fiscal year 2018 • EIN 23-2273880

Sep 01, 2017 to Aug 31, 2018 • Filed on Oct 31, 2018

210 Cheshire CirWest Chester, PA 19380-6707

(484) 887-8505

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.08x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.03x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

60th percentile

6.2%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

6.4%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$124,884

Up $27,351 (+28%) from 2017

Net Assets

Up

$115,342

Up $19,640 (+21%) from 2017

Liabilities

Up

$9,542

Up $7,711 (+421%) from 2017

Revenue

Up

$317,114

Up $18,979 (+6.4%) from 2017

Expenses

Up

$297,474

Up $14,454 (+5.1%) from 2017

Net Income

Up

$19,640

Up $4,525 (+30%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$124,884
Liabilities$9,542
Net Assets$115,342

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$317,114
Expenses$297,474
Net Income$19,640
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$317,114
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
Savings and Temporary Cash Investments$92,252$64,014▼ $28,238
Cash and Non-Interest-Bearing Accounts$5,281$60,870▲ $55,589
Total Assets$97,533$124,884▲ $27,351
Liabilities
Accounts Payable and Accrued Expenses$1,831$9,542▲ $7,711
Total Liabilities$1,831$9,542▲ $7,711
Net Assets / Fund Balance
Unrestricted Net Assets$95,702$115,342▲ $19,640
Total Net Assets Fund Balance$95,702$115,342▲ $19,640
Total Liabilities and Net Assets / Fund Balance$97,533$124,884▲ $27,351
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve HartChair, Sympo
Jameel RushPresident
Jackie LintonPresident El
Kimberlyann HuegelDirector Day
Anne DuongDirector Web
Maria DownsDirector, Sy
Shannon CampsDirector,sym
Connor McnameeFellow
Charity HughesPast Preside
Karla HillVP Certifica
Joseph Welsh EsqVP Communiti
James HarootunianVP Emerging
Tori MitchellVP Emerging
Juanita SolomonVP Finances
Timonthy M Mccarthy EsqVP Legal
Kelly BowerVP Marketing
Matt ShirleyVP Marketing
Catherine PreimVP Membershi
Debby DerricksVP Membershi
Emeka OguhVP Sponsorsh
Theresa VelykisVP Symposium
Dennis ParisVP Thought L
Kena SearsVP Workforce
Patricia McconnellVP Workforce
Heather HerringtonesqVP, Legal
Steve GrandizioVP, Sponsors
Justin DixonVP, Thought
Huda Brooks-goldmanVP,programmi
Revenue and Support

Revenue Composition

Contributions and Grants
$6,425
Program Service Revenue
$307,173
Investment Income
$3,516
Other Revenue
$0
All Other Contributions
$6,425
Change in Net Assets
$19,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$297,474
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
Conferences and Meetings$212,545--$212,545
Fees for Services Management$55,839--$55,839
Information Technology$9,128--$9,128
Travel$2,877--$2,877
Insurance$2,291--$2,291
Fees for Services Accounting$940--$940
Other Expenses$861--$861
Advertising$443--$443
Office Expenses$119--$119
Total Functional Expenses$297,474$0$0$297,474
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
Backup withholding compliance
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Society for Human Resource
EIN
23-2273880
Address
210 CHESHIRE CIR, WEST CHESTER, PA 19380-6707

Signing Officer

Name
Juanita Solomon
Title
VP Finances and Ana
Signed
2018-10-31

Organization Details

Principal Officer
Jameel Rush
Formed
1999
Voting Board Members
28
Independent Board Members
28
Employees
0

Preparer

Firm
Professional Accounting
Address
21 E HINCKLEY, RIDLEY PARK, PA 19078
Preparer
Janet a Pastor CPA
Phone
6105211040
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Providing educational services to the organization's members and associates through monthly meetings, seminars and newsletters.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR,SYM
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR, SY
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IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT EL
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IRS990/Form990PartVIISectionAGrp/TitleTxt24VP SPONSORSH
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/WebsiteAddressTxt0WWW.PHILLYSHRM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUANITA SOLOMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCES AND ANA
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIETY FOR HUMAN RESOURCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANAGEMENT PHILA REGIONAL CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0232273880
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 CHESHIRE CIR
ReturnHeader/Filer/USAddress/CityNm0WEST CHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0193806707
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB2D89B5EF130218C3DBEC674A356D71EF7F7771
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt054.200.173.185
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:35:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261793976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFESSIONAL ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 E HINCKLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDLEY PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA

Document Assets

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Filings

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