Civic Intelligence

Society for Human Resource

990EZ • Fiscal year 2017 • EIN 42-1360847

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 15, 2017

600 State StreetCedar Falls, IA 50613

(866) 619-5580

Siviq Scores

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

Liabilities / Assets

74th percentile

0.10x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.25x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-30%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$355,486

Down $39,600 (-10%) from 2016

Net Assets

Down

$318,891

Down $43,019 (-12%) from 2016

Liabilities

Up

$36,595

Up $3,419 (+10%) from 2016

Revenue

Down

$143,805

Down $67,800 (-32%) from 2016

Expenses

Up

$186,824

Up $33,195 (+22%) from 2016

Net Income

Down

-$43,019

Down $100,995 (-174%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $273,243Liabilities 2011: $0Net Assets 2011: $273,2432011Assets 2012: $280,221Liabilities 2012: $0Net Assets 2012: $280,2212012Assets 2013: $305,131Net Assets 2013: $305,1312013Assets 2014: $322,307Liabilities 2014: $02014Assets 2015: $342,311Liabilities 2015: $38,377Net Assets 2015: $303,9342015Assets 2016: $395,086Liabilities 2016: $33,176Net Assets 2016: $361,9102016Assets 2017: $355,486Liabilities 2017: $36,595Net Assets 2017: $318,8912017Assets 2018: $353,176Liabilities 2018: $43,739Net Assets 2018: $309,4372018Assets 2019: $344,011Liabilities 2019: $41,635Net Assets 2019: $302,3762019Assets 2020: $354,405Liabilities 2020: $40,013Net Assets 2020: $314,3922020Assets 2021: $381,122Liabilities 2021: $25,750Net Assets 2021: $355,3722021Assets 2022: $371,987Liabilities 2022: $27,250Net Assets 2022: $344,7372022Assets 2023: $353,456Liabilities 2023: $2,610Net Assets 2023: $350,8462023Assets 2024: $337,348Liabilities 2024: $3,201Net Assets 2024: $334,1472024

Highlighted filing

2017

Assets$355,486
Liabilities$36,595
Net Assets$318,891

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $343,501Expenses 2011: $324,882Net Income 2011: $18,6192011Revenue 2012: $114,659Expenses 2012: $107,681Net Income 2012: $6,9782012Revenue 2013: $148,567Expenses 2013: $122,042Net Income 2013: $26,5252013Revenue 2014: $139,760Expenses 2014: $122,584Net Income 2014: $17,1762014Revenue 2015: $157,118Expenses 2015: $150,021Net Income 2015: $7,0972015Revenue 2016: $211,605Expenses 2016: $153,629Net Income 2016: $57,9762016Revenue 2017: $143,805Expenses 2017: $186,824Net Income 2017: -$43,0192017Revenue 2018: $124,526Expenses 2018: $133,980Net Income 2018: -$9,4542018Revenue 2019: $119,202Expenses 2019: $126,451Net Income 2019: -$7,2492019Revenue 2020: $139,767Expenses 2020: $127,484Net Income 2020: $12,2832020Revenue 2021: $107,299Expenses 2021: $66,389Net Income 2021: $40,9102021Revenue 2022: $80,482Expenses 2022: $88,546Net Income 2022: -$8,0642022Revenue 2023: $106,695Expenses 2023: $104,816Net Income 2023: $1,8792023Revenue 2024: $93,893Expenses 2024: $94,260Net Income 2024: -$3672024

Highlighted filing

2017

Revenue$143,805
Expenses$186,824
Net Income-$43,019
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$143,805
Mission and Program Overview

Mission

To serve as advocates for the human resource and business community by providing exceptional programs, credible resources, networking opportunities, and strategic partnerships that inspire and stimulate individual, business, and community growth and development.

Program Services

DescriptionGrantsExpenses
SPONSOR EDUCATIONAL AND COMPENTENTCY PROGRAMS FOR INDIVIDUALS TO ADVANCE AND EXCEL IN THE HUMAN RESOURCE MANAGEMENT FIELD.--
PROVIDE CONTINUING EDUCATION OPPORTUNITIES FOR MEMBERS THROUGH CONFERENCES, MONTHLY PROGRAMS, AND NETWORKING OPPORTUNITIES.--
INFORM MEMBERS OF LEGISLATIVE ISSUES RELEVANT TO THE HUMAN RESOURCE MANAGEMENT FIELD.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH CHARLIERPast President-$0--
BRENT STEEMKENTreasurer-$0--
AMANDA SMITHVP Legislative-$0--
KATIE STULLPresident Elect-$0--
TERRY WELKERPresident-$0--
JENNIFER BRAAFHARTSecretary-$0--
DANNI MORTONVP Membership-$0--
KATIE ROTHVP Programs-$0--
DENIS LEROYVP Certificatio-$0--
DANIELLE GOHRVP Compentency-$0--
SAMMI BROWERVP Workforce-$0--
DARSON GRANTHAMVP Communicatio-$0--
MICHAEL DOWNSVP Foundation-$0--
LAUREN PIPERVP Yp & College-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Society for Human Resource
EIN
42-1360847
Phone
8666195580
Address
600 STATE STREET, CEDAR FALLS, IA 50613

Signing Officer

Name
Terry Welker
Title
President
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Timmins Jacobsen & Strawhacker LLP
Address
10550 New York Ave Suite 200, Des Moines, IA 50322-3775
Preparer
Jeffrey F Strawhacker
Phone
5152708080
Supplemental Narrative

Additional Explanations

Other Revenue.1

EMAIL BLASTS $7700

Other Expenses.1007

Conferences, Conventions, and Meetings $79885

Other Expenses.1012

Insurance $1771

Other Expenses.1

Membership services $32409

Other Expenses.2

MEMBERSHIP $9994

Other Expenses.3

Certification expenses $8629

Other Expenses.4

Subscriptions/licenses $4795

Other Expenses.5

FOUNDATION SUPPORT $3486

Other Expenses.6

STORAGE $744

Other Expenses.7

OFFICE EXPENSES $526

Other Expenses.9

BANK/MERCHANT FEES $165

Other Expenses.11

INCOME TAX $-80

Other Assets.1005

Accounts Receivable - Beginning $20 Accounts Receivable - Ending $1070

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $8645 Prepaid Expenses and Deferred Charges - Ending $10041

Other Assets.1

ACCRUED REVENUE - Beginning $0 ACCRUED REVENUE - Ending $3880

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $7842 Accounts Payable and Accrued Expenses - Ending $13279

Total Liabilities.1003

Deferred Revenue - Beginning $25334 Deferred Revenue - Ending $23316

Raw XML Appendix186 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH CHARLIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENT STEEMKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE STULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRY WELKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER BRAAFHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANNI MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATIE ROTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DENIS LEROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DANIELLE GOHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SAMMI BROWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DARSON GRANTHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MICHAEL DOWNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13LAUREN PIPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP LEGISLATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP MEMBERSHIP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP CERTIFICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP COMPENTENCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP WORKFORCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP FOUNDATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP YP & COLLEGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08665
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014991
IRS990EZ/OtherExpensesTotalAmt0142324
IRS990EZ/OtherRevenueTotalAmt07700
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO SERVE AS ADVOCATES FOR THE HUMAN RESOURCE AND BUSINESS COMMUNITY BY PROVIDING EXCEPTIONAL PROGRAMS, CREDIBLE RESOURCES, NETWORKING OPPORTUNITIES, AND STRATEGIC PARTNERSHIPS THAT INSPIRE AND STIMULATE INDIVIDUAL, BUSINESS, AND COMMUNITY GROWTH AND DEVELOPMENT.
IRS990EZ/PrintingPublicationsPostageAmt0261
IRS990EZ/ProgramServiceRevenueAmt088322
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSOR EDUCATIONAL AND COMPENTENTCY PROGRAMS FOR INDIVIDUALS TO ADVANCE AND EXCEL IN THE HUMAN RESOURCE MANAGEMENT FIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE CONTINUING EDUCATION OPPORTUNITIES FOR MEMBERS THROUGH CONFERENCES, MONTHLY PROGRAMS, AND NETWORKING OPPORTUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INFORM MEMBERS OF LEGISLATIVE ISSUES RELEVANT TO THE HUMAN RESOURCE MANAGEMENT FIELD.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0true
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0186824
IRS990EZ/TotalRevenueAmt0143805
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CI-SHRM.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMAIL BLASTS $7700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $79885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP SERVICES $32409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP $9994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CERTIFICATION EXPENSES $8629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUBSCRIPTIONS/LICENSES $4795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FOUNDATION SUPPORT $3486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STORAGE $744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE EXPENSES $526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK/MERCHANT FEES $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11INCOME TAX $-80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $20 Accounts Receivable - Ending $1070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Prepaid Expenses and Deferred Charges - Beginning $8645 Prepaid Expenses and Deferred Charges - Ending $10041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACCRUED REVENUE - Beginning $0 ACCRUED REVENUE - Ending $3880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $7842 Accounts Payable and Accrued Expenses - Ending $13279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Deferred Revenue - Beginning $25334 Deferred Revenue - Ending $23316
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1003
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY WELKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIETY FOR HUMAN RESOURCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANAGEMENT CENTRAL IOWA
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0421360847
ReturnHeader/Filer/PhoneNum08666195580
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0CEDAR FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timmins Jacobsen & Strawhacker LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010550 New York Ave Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503223775
ReturnHeader/PreparerPersonGrp/PhoneNum05152708080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY F STRAWHACKER
ReturnHeader/ReturnTs02017-08-15T08:21:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.37$0.03$3.34$0.94$0.94$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.03$3.51$1.07$1.05$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.27$3.45$0.80$0.89$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.26$3.55$1.07$0.66$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.40$3.14$1.40$1.27$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.42$3.02$1.19$1.26$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.44$3.09$1.25$1.34$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.55$0.37$3.19$1.44$1.87$0.43
2016Summary only. Only limited summary data is available for this year.$3.95$0.33$3.62$2.12$1.54$0.58
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.38$3.04$1.57$1.50$0.07
2014Summary only. Only limited summary data is available for this year.$3.22$0.00$1.40$1.23$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$3.05$1.49$1.22$0.27
2012Summary only. Only limited summary data is available for this year.$2.80$0.00$2.80$1.15$1.08$0.07
2011Summary only. Only limited summary data is available for this year.$2.73$0.00$2.73$3.44$3.25$0.19