Civic Intelligence

Prince William Shrm Inc

EIN 27-0727562 • 501(c)6 • Manassas, VA

Profile

To Enhance the capabilities of HR Pro

PO Box 411Manassas, VA 20108
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 2025

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

85th percentile

25%

Higher net margin than 85% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

$112,114

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$112,114

No earlier filing loaded for comparison.

Revenue

$69,798

No earlier filing loaded for comparison.

Expenses

$52,376

No earlier filing loaded for comparison.

Net Income

$17,422

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2025: $112,114Liabilities 2025: $0Net Assets 2025: $112,1142025

Highlighted filing

2025

Assets$112,114
Liabilities$0
Net Assets$112,114

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2025: $69,798Expenses 2025: $52,376Net Income 2025: $17,4222025

Highlighted filing

2025

Revenue$69,798
Expenses$52,376
Net Income$17,422

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.70$0.52$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$69,798
Mission and Program Overview

Mission

To Enhance the capabilities of HR Pro

Program Services

DescriptionGrantsExpenses
Provide a forum for the personal and professional development of members, develop leadership, managerial, public speaking and group decision-making skills-$52,376
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keri PurtellPresident-$0--
Kristin LohfledPresident-Elect-$0--
Julie CoolbaughTreasurer-$0--
Ledy EspinalSecretary-$0--
Veronica MarquezDirector-$0--
Ashley BuckleyDirector-$0--
Maurine KwendeDirector-$0--
Caitlin KingDirector-$0--
Leticia MitchellDirector-$0--
Joan ReutterDirector-$0--
Susan KendrickDirector-$0--
Filing and Contact Details

Filer

Filer Name
Prince William SHRM Inc
EIN
27-0727562
In Care Of
% Julie Coolbaugh
Address
PO Box 411, Manassas, VA 20108

Signing Officer

Name
Julie Coolbaugh
Title
Treasurer
Signed
2025-11-11
Discuss with paid preparer
No

Preparer

Firm
Lori J Perez CPA
Address
9102 Karlo Street, Manassas, VA 20110
Preparer
Lori J Perez
Phone
7039678863
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountLiability Insurance 708Website 10Google Drive 720Club Express Fees 1,016Zoom 336PW Chamber Membership 250Swag 1,020Speaker Expenses 3,660AV Equipment 1,317Summit Misc Exp 691Raffle Expenses 450Post Event Survey APP 1,029Member Socials 6,291Memeber Pop-ups 183Member Dinner 262Member Raffles 375Holiday Gifts 491Board Appreciations Gifts 858Board Dinner 313Charitable Giving 1,718SHRM Annual Campaign 1,000Board Stipends 1,609Leasdership summitt 1,050Annual COnference 140HRVA Conference Rafflew 132Predident Stipend 1,294Misc 50VA State SHRM Leasership Raffe 110President expenses 808Name Badges 31Strategic Planning Offsite 71Misc Operating Expense 956PayPal Fees 448CC Fees 1,530

Raw XML Appendix163 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Julie Coolbaugh
IRS990EZ/BooksInCareOfDetail/PhoneNum07036419088
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 411
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Manassas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094692
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112114
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023294
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017422
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt094692
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112114
IRS990EZ/GrossReceiptsAmt069798
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02314
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt044190
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094692
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112114
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094692
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112114
IRS990EZ/OccupancyRentUtltsAndMaintAmt021235
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Keri Purtell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristin Lohfled
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julie Coolbaugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ledy Espinal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Veronica Marquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ashley Buckley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Maurine Kwende
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Caitlin King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Leticia Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Joan Reutter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Susan Kendrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt030927
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Enhance the capabilities of HR Pro
IRS990EZ/PrintingPublicationsPostageAmt0214
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide a forum for the personal and professional development of members, develop leadership, managerial, public speaking and group decision-making skills
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052376
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052376
IRS990EZ/TotalProgramServiceExpensesAmt052376
IRS990EZ/TotalRevenueAmt069798
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt065506
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02314
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02314
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96590
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt065506
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065506
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt065506
IRS990ScheduleA/TotalSupportAmt067820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountLiability Insurance 708Website 10Google Drive 720Club Express Fees 1,016Zoom 336PW Chamber Membership 250Swag 1,020Speaker Expenses 3,660AV Equipment 1,317Summit Misc Exp 691Raffle Expenses 450Post Event Survey APP 1,029Member Socials 6,291Memeber Pop-ups 183Member Dinner 262Member Raffles 375Holiday Gifts 491Board Appreciations Gifts 858Board Dinner 313Charitable Giving 1,718SHRM Annual Campaign 1,000Board Stipends 1,609Leasdership summitt 1,050Annual COnference 140HRVA Conference Rafflew 132Predident Stipend 1,294Misc 50VA State SHRM Leasership Raffe 110President expenses 808Name Badges 31Strategic Planning Offsite 71Misc Operating Expense 956PayPal Fees 448CC Fees 1,530
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE COOLBAUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Prince William SHRM Inc
ReturnHeader/Filer/BusinessNameControlTxt0PRIN
ReturnHeader/Filer/EIN0270727562
ReturnHeader/Filer/InCareOfNm0% Julie Coolbaugh
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 411
ReturnHeader/Filer/USAddress/CityNm0Manassas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori J Perez CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09102 Karlo Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manassas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020110
ReturnHeader/PreparerPersonGrp/PhoneNum07039678863
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI J PEREZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T20:27:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.