Civic Intelligence

Shrm Oregon State Council

990 • Fiscal year 2023 • EIN 46-4270963

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 28, 2024

Organization ProfileOREGON.SHRM.ORG
4676 Commercial St SE 492Salem, OR 97302-1902

(503) 435-3216

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$390,281

Up $70,949 (+22%) from 2022

Net Assets

Up

$390,281

Up $70,949 (+22%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$205,225

Up $140,571 (+217%) from 2022

Expenses

Up

$136,464

Up $108,761 (+393%) from 2022

Net Income

Up

$68,761

Up $31,810 (+86%) from 2022

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

2023

Assets$390,281
Liabilities$0
Net Assets$390,281
Open 2023 Filing

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

2023

Revenue$205,225
Expenses$136,464
Net Income$68,761
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 28, 2024
Return Version
2023v4.0
Gross Receipts
$205,225
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$319,332$390,281▲ $70,949
Total Assets$319,332$390,281▲ $70,949
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$319,332$390,281▲ $70,949
Total Net Assets Fund Balance$319,332$390,281▲ $70,949
Total Liabilities and Net Assets / Fund Balance$319,332$390,281▲ $70,949
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sarah ElkintonDirector
Stephanie TrexlerDirector Ele
Jennifer WebsterCommunicatio
Garrett UrrutiaLegislative
Shauneen ScottMembership D
Karlina Christensen-leePast Directo
Jill FaughenderProfes. Deve
Shawna GribskovSecretary
Sarah HeikenShrm Directo
Katie SlickShrm Field D
Allison BrownSponsorships
Elizabeth GarvinTreasurer
Melissa KorsmoWorkforce Re
Revenue and Support

Revenue Composition

Contributions and Grants
$23,744
Program Service Revenue
$180,609
Investment Income
$872
Other Revenue
$0
Change in Net Assets
$68,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,464
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
Travel-$5,145-$5,145
Other Expenses$4,500$12,127-$4,500
Fees for Services Accounting-$975-$975
All Other Expenses-$901-$901
Insurance-$697-$697
Total Functional Expenses$116,619$19,845$0$136,464
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 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
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
Oregon Shrm
EIN
46-4270963
Phone
5034353216
Address
4676 COMMERCIAL ST SE 492, SALEM, OR 97302-1902

Signing Officer

Name
Sarah Elkinton
Title
Director
Phone
5034353216
Signed
2024-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Elkinton
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Porth Unrein Goldblatt Pc
Address
PO BOX 3200, SALEM, OR 97302-0200
Preparer
Michael J Unrein CPA
Phone
5033709617
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Part XI, Line 9

“DIFFERENCE FROM PY 2,188”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIFFERENCE FROM PY 2,188
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH ELKINTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05034353216
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON SHRM
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0464270963
ReturnHeader/Filer/PhoneNum05034353216
ReturnHeader/Filer/USAddress/AddressLine1Txt04676 COMMERCIAL ST SE 492
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0973021902
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930775226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTH UNREIN GOLDBLATT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0973020200
ReturnHeader/PreparerPersonGrp/PhoneNum05033709617
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J UNREIN CPA
ReturnHeader/ReturnTs02024-02-28T17:17:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELKINTON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,281
Liabilities
$0
Net assets
$390,281
Revenue
$205,225
Expenses
$136,464
Net income
$68,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$1.82$1.29$0.53
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.00$4.31$1.83$1.44$0.40
2023Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$2.05$1.36$0.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$3.19$0.65$0.28$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$2.82$1.13$0.15$0.98
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$1.84$1.59$0.88$0.71
2019Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.32$0.92$0.40
2018Summary only. Only limited summary data is available for this year.$0.73$0.00$0.46$0.49$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.59$0.52$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.84$0.93$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.63$0.73$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.78$0.52$0.26