Civic Intelligence

San Diego Society for Human Resource Management

EIN 23-7422870 • 501(c)6 • San Diego, CA

Profile

Business league to promote human resources management.

325 West Washington Street 2355San Diego, CA 92103

www.sdshrm.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$132,434

Up $22,589 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$132,434

Up $22,589 (+21%) from 2023

Revenue

Up

$242,197

Up $29,525 (+14%) from 2023

Expenses

Down

$210,987

Down $23,202 (-9.9%) from 2023

Net Income

Up

$31,210

Up $52,727 (+245%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2013: $60,790Liabilities 2013: $86,396Net Assets 2013: -$25,6062013Assets 2014: $88,455Liabilities 2014: $114,468Net Assets 2014: -$26,0132014Assets 2015: $104,340Liabilities 2015: $111,280Net Assets 2015: -$6,9402015Assets 2016: $131,481Liabilities 2016: $93,623Net Assets 2016: $37,8582016Assets 2017: $98,772Liabilities 2017: $60,534Net Assets 2017: $38,2382017Assets 2018: $37,939Liabilities 2018: $38,344Net Assets 2018: -$4052018Assets 2019: $45,119Liabilities 2019: $8,327Net Assets 2019: $36,7922019Assets 2020: $77,134Liabilities 2020: $8,314Net Assets 2020: $68,8202020Assets 2021: $78,316Liabilities 2021: $34,121Net Assets 2021: $44,1952021Assets 2022: $165,846Liabilities 2022: $1,440Net Assets 2022: $164,4062022Assets 2023: $109,845Liabilities 2023: $0Net Assets 2023: $109,8452023Assets 2024: $132,434Liabilities 2024: $0Net Assets 2024: $132,4342024

Highlighted filing

2024

Assets$132,434
Liabilities$0
Net Assets$132,434

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $219,574Expenses 2013: $348,204Net Income 2013: -$128,6302013Revenue 2014: $355,481Expenses 2014: $355,888Net Income 2014: -$4072014Revenue 2015: $315,196Expenses 2015: $296,123Net Income 2015: $19,0732015Revenue 2016: $300,302Expenses 2016: $255,504Net Income 2016: $44,7982016Revenue 2017: $256,167Expenses 2017: $255,787Net Income 2017: $3802017Revenue 2018: $218,140Expenses 2018: $251,749Net Income 2018: -$33,6092018Revenue 2019: $269,957Expenses 2019: $232,390Net Income 2019: $37,5672019Revenue 2020: $210,986Expenses 2020: $178,958Net Income 2020: $32,0282020Revenue 2021: $148,100Expenses 2021: $172,725Net Income 2021: -$24,6252021Revenue 2022: $212,772Expenses 2022: $143,147Net Income 2022: $69,6252022Revenue 2023: $212,672Expenses 2023: $234,189Net Income 2023: -$21,5172023Revenue 2024: $242,197Expenses 2024: $210,987Net Income 2024: $31,2102024

Highlighted filing

2024

Revenue$242,197
Expenses$210,987
Net Income$31,210

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 25, 2025
Return Version
2024v5.0
Gross Receipts
$242,197
Mission and Program Overview

Mission

Professional association dedicated to promoting human resource management through networking, education and certification renewal programs. The association works to provide its members access to the shrm competency model in a way that maximizes their ability to impact the success of their organizations and to be the recognized voice of the human resources profession within the association's service area

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$109,845$132,434▲ $22,589
Rtn Earn Endowment Incm Other Fnds$109,845$132,434▲ $22,589
Total Assets$109,845$132,434▲ $22,589
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$109,845$132,434▲ $22,589
Total Liabilities and Net Assets / Fund Balance$109,845$132,434▲ $22,589
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sarah CalfeePresident
Kristin DiggsPresident El
Patti CuthillPast Preside
Liz AlvaradoSecretary
Sally WilsonSecretary
Andy CovellTreasurer
Amy JaramilloVice Preside
Andrew Lloyd-coronadoVice Preside
Darcey GrodenVice Preside
David BlakeVice Preside
Deandrea BrazelVice Preside
Devin HughesVice Preside
Paul LuangkhotVice Preside
Vaishnavi SridharrVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$88,941
Program Service Revenue
$148,378
Investment Income
$4,878
Other Revenue
$0
Change in Net Assets
$31,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,987
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---$88,168
Fees for Services Management---$65,500
Office Expenses---$4,889
Other Expenses---$3,555
Fees for Services Accounting---$1,975
Insurance---$1,421
Total Functional Expenses$0$0$0$210,987
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Culpepper managment group, 143 south bay drive, bullard, tx 75757 provided managment and accounting services during the year.

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

Draft copies of the form 990, 990t and the rrelated state filings are prepared by an independent cpa firm and submitted to the board for their review and approval before the forms are filed with the respective tax authorities.

Form 990, Page 6, Part VI, Line 12C

The association's conflict of interest policy which is articulated in its code of ethics is required to be reviewed and signed by each board member annually. If evidence of a conflict of interest were to come to the attention of any member of the board or managment, the matter would be investigated and appropriate action would be taken.

Form 990, Page 6, Part VI, Line 15A

Compensation is determined by contractual agreement that is reviewed and approved by the board of directors at each renewal.

Form 990, Page 6, Part VI, Line 19

Documents subject to public inspection requirements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
San Diego Society for Human
EIN
23-7422870
Phone
8589887476
Address
325 WEST WASHINGTON STREET 2355, SAN DIEGO, CA 92103

Signing Officer

Name
Sarah Calfee
Title
President
Phone
9164484234
Signed
2025-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Calfee
Formed
1945
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
50

Preparer

Firm
CPA Corporation
Address
1420 ROCKY RIDGE DR STE 130, ROSEVILLE, CA 95661-2834
Preparer
William Simi
Phone
9167828500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Professional association dedicated to promoting human resource management through networking, education and certification renewal programs. The association works to provide its members access to the shrm competency model in a way that maximizes their ability to impact the success of their organizations and to be the recognized voice of the human resources profession within the association's service area

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

The organization provides the following services and beneftis to its members: provide a wide range of educational seminars, programs and other activities designed to develop professional expertise in various human resource management areas. Provide a forum for members to meet and share information that will help them address human resource issues in their respective organizations. Provide programs and activities that serve to increase awareness and understanding of human resource management by the business community, government and general public.

Form 990, Page 5, Part V, Line 3B

The organization had no unrelated business income in 2024.

Form 990, Page 12, Part XII, Line 1

The organization changes from the accrual to the cash basis of accounting in 2024.

Raw XML Appendix364 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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IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROFESSIONAL ASSOCIATION DEDICATED TO PROMOTING HUMAN RESOURCE MANAGEMENT THROUGH NETWORKING, EDUCATION AND CERTIFICATION RENEWAL PROGRAMS. THE ASSOCIATION WORKS TO PROVIDE ITS MEMBERS ACCESS TO THE SHRM COMPETENCY MODEL IN A WAY THAT MAXIMIZES THEIR ABILITY TO IMPACT THE SUCCESS OF THEIR ORGANIZATIONS AND TO BE THE RECOGNIZED VOICE OF THE HUMAN RESOURCES PROFESSION WITHIN THE ASSOCIATION'S SERVICE AREA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES THE FOLLOWING SERVICES AND BENEFTIS TO ITS MEMBERS: PROVIDE A WIDE RANGE OF EDUCATIONAL SEMINARS, PROGRAMS AND OTHER ACTIVITIES DESIGNED TO DEVELOP PROFESSIONAL EXPERTISE IN VARIOUS HUMAN RESOURCE MANAGEMENT AREAS. PROVIDE A FORUM FOR MEMBERS TO MEET AND SHARE INFORMATION THAT WILL HELP THEM ADDRESS HUMAN RESOURCE ISSUES IN THEIR RESPECTIVE ORGANIZATIONS. PROVIDE PROGRAMS AND ACTIVITIES THAT SERVE TO INCREASE AWARENESS AND UNDERSTANDING OF HUMAN RESOURCE MANAGEMENT BY THE BUSINESS COMMUNITY, GOVERNMENT AND GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME IN 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CULPEPPER MANAGMENT GROUP, 143 SOUTH BAY DRIVE, BULLARD, TX 75757 PROVIDED MANAGMENT AND ACCOUNTING SERVICES DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DRAFT COPIES OF THE FORM 990, 990T AND THE RRELATED STATE FILINGS ARE PREPARED BY AN INDEPENDENT CPA FIRM AND SUBMITTED TO THE BOARD FOR THEIR REVIEW AND APPROVAL BEFORE THE FORMS ARE FILED WITH THE RESPECTIVE TAX AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION'S CONFLICT OF INTEREST POLICY WHICH IS ARTICULATED IN ITS CODE OF ETHICS IS REQUIRED TO BE REVIEWED AND SIGNED BY EACH BOARD MEMBER ANNUALLY. IF EVIDENCE OF A CONFLICT OF INTEREST WERE TO COME TO THE ATTENTION OF ANY MEMBER OF THE BOARD OR MANAGMENT, THE MATTER WOULD BE INVESTIGATED AND APPROPRIATE ACTION WOULD BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION IS DETERMINED BY CONTRACTUAL AGREEMENT THAT IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AT EACH RENEWAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS SUBJECT TO PUBLIC INSPECTION REQUIREMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION CHANGES FROM THE ACCRUAL TO THE CASH BASIS OF ACCOUNTING IN 2024.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 12, PART XII, LINE 1
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IRS990/USAddress/AddressLine1Txt0325 W WASHINGTON STREET 2355
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092103
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IRS990/WebsiteAddressTxt0[email protected]
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH CALFEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09164484234
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO SOCIETY FOR HUMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RESOURCE MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0237422870
ReturnHeader/Filer/PhoneNum08589887476
ReturnHeader/Filer/USAddress/AddressLine1Txt0325 WEST WASHINGTON STREET 2355
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200579279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01420 ROCKY RIDGE DR STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956612834
ReturnHeader/PreparerPersonGrp/PhoneNum09167828500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM SIMI
ReturnHeader/ReturnTs02025-11-25T19:32:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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