Civic Intelligence

Shrm Oregon State Council

990EZ • Fiscal year 2020 • EIN 46-4270963

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 22, 2021

4676 Commercial St SE 492Salem, OR 97302

(503) 435-3216

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

92nd percentile

45%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

63%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

21%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$184,357

Up $71,292 (+63%) from 2019

Net Assets

Up

$184,357

Up $71,292 (+63%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$159,279

Up $27,716 (+21%) from 2019

Expenses

Down

$87,987

Down $3,801 (-4.1%) from 2019

Net Income

Up

$71,292

Up $31,517 (+79%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $88,426Liabilities 2014: $0Net Assets 2014: $88,4262014Assets 2015: $78,924Liabilities 2015: $0Net Assets 2015: $78,9242015Assets 2016: $70,406Liabilities 2016: $0Net Assets 2016: $70,4062016Assets 2017: $77,156Liabilities 2017: $0Net Assets 2017: $77,1562017Assets 2018: $73,290Liabilities 2018: $02018Assets 2019: $113,065Net Assets 2019: $113,0652019Assets 2020: $184,357Net Assets 2020: $184,3572020Assets 2021: $282,381Net Assets 2021: $282,3812021Assets 2022: $319,332Net Assets 2022: $319,3322022Assets 2023: $390,281Liabilities 2023: $0Net Assets 2023: $390,2812023Assets 2024: $430,507Liabilities 2024: $0Net Assets 2024: $430,5072024Assets 2025: $483,608Liabilities 2025: $0Net Assets 2025: $483,6082025

Highlighted filing

2020

Assets$184,357
Liabilities-
Net Assets$184,357

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $77,788Expenses 2014: $51,677Net Income 2014: $26,1112014Revenue 2015: $63,050Expenses 2015: $72,552Net Income 2015: -$9,5022015Revenue 2016: $84,182Expenses 2016: $92,700Net Income 2016: -$8,5182016Revenue 2017: $59,110Expenses 2017: $52,360Net Income 2017: $6,7502017Revenue 2018: $45,502Expenses 2018: $49,368Net Income 2018: -$3,8662018Revenue 2019: $131,563Expenses 2019: $91,788Net Income 2019: $39,7752019Revenue 2020: $159,279Expenses 2020: $87,987Net Income 2020: $71,2922020Revenue 2021: $112,770Expenses 2021: $14,746Net Income 2021: $98,0242021Revenue 2022: $64,654Expenses 2022: $27,703Net Income 2022: $36,9512022Revenue 2023: $205,225Expenses 2023: $136,464Net Income 2023: $68,7612023Revenue 2024: $183,458Expenses 2024: $143,513Net Income 2024: $39,9452024Revenue 2025: $181,852Expenses 2025: $129,185Net Income 2025: $52,6672025

Highlighted filing

2020

Revenue$159,279
Expenses$87,987
Net Income$71,292
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 22, 2021
Return Version
2020v4.0
Gross Receipts
$159,279
Mission and Program Overview

Mission

The purpose of the oregon shrm (affiliate of the society for human resource management)is to promote the educational and professional development of our members and to promote other non-profit purposes of the society of human resource management. We do this by providing a structure for shrm members in the state of oregon to consult together concerning the affairs, activities, needs, and problems faced by the human resource management practitioners in the state. The council serves as the communication link between shrm and the chapters.

Program Services

DescriptionGrantsExpenses
SHRM HOSTED THE LABOR AND EMPLOYMENT LAW CONFERENCE--
SHRM PROVIDES TRAINING AND DIRECTION TO CHAPTERS ON THE SHRM CERTIFICIATION PROCESS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karlina Christensen-LeeState Director-$0--
Jennifer WebsterDiversity D-$0--
Kathryn ReinhardtDirector Elect-$0--
Marilyn GueltzowCommuncations D-$0--
Nancy ConwayField Svcs Dire-$0--
Jill FaughenderTreasurer-$0--
Amy LakeSecretary-$0--
Sharon BorgardtCertification D-$0--
Don PaumierWorkforce D-$0--
Elizabeth GarvinFoundation D-$0--
Stephanie TrexlerMembership D-$0--
Randall SuttonLegislative D-$0--
Melissa KorsmoCollege Rel. D-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Shrm
EIN
46-4270963
Phone
5034353216
Address
4676 COMMERCIAL ST SE 492, SALEM, OR 97302

Signing Officer

Name
Karlina Christensen-Lee
Title
State Director
Signed
2021-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Porth & Unrein PC
Address
864 Promontory Pl SE / PO 3200, Salem, OR 97302
Preparer
Michael J Unrein
Phone
5033709617
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $760

Other Expenses.1005

Travel $1167

Other Expenses.1012

Insurance $697

Other Expenses.1

Conference food & beverages $57432

Other Expenses.2

FACILITIES $13037

Other Expenses.3

LEADERSHIP TEAM $4519

Other Expenses.4

PARKING $4080

Other Expenses.5

ATTENDANCE GIFTS $3473

Other Expenses.6

RAFFLE ITEMS $1747

Other Expenses.7

LABOR CONFERENCE $250

Raw XML Appendix165 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karlina Christensen-Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Webster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathryn Reinhardt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marilyn Gueltzow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nancy Conway
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jill Faughender
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Amy Lake
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sharon Borgardt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Don Paumier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Elizabeth Garvin
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Randall Sutton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Melissa Korsmo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0STATE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIVERSITY D
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNCATIONS D
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FIELD SVCS DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE OREGON SHRM (AFFILIATE OF THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT)IS TO PROMOTE THE EDUCATIONAL AND PROFESSIONAL DEVELOPMENT OF OUR MEMBERS AND TO PROMOTE OTHER NON-PROFIT PURPOSES OF THE SOCIETY OF HUMAN RESOURCE MANAGEMENT. WE DO THIS BY PROVIDING A STRUCTURE FOR SHRM MEMBERS IN THE STATE OF OREGON TO CONSULT TOGETHER CONCERNING THE AFFAIRS, ACTIVITIES, NEEDS, AND PROBLEMS FACED BY THE HUMAN RESOURCE MANAGEMENT PRACTITIONERS IN THE STATE. THE COUNCIL SERVES AS THE COMMUNICATION LINK BETWEEN SHRM AND THE CHAPTERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCE FOOD & BEVERAGES $57432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FACILITIES $13037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LEADERSHIP TEAM $4519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PARKING $4080
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Karlina Christensen-Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0STATE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-22
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ReturnHeader/Filer/EIN0464270963
ReturnHeader/Filer/PhoneNum05034353216
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ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Porth & Unrein PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0864 Promontory Pl SE / PO 3200
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ReturnHeader/PreparerPersonGrp/PhoneNum05033709617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J UNREIN
ReturnHeader/ReturnTs02021-02-22T10:26:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Karlina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Christensen-Lee
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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