Civic Intelligence

Shrm Oregon State Council

990 • Fiscal year 2025 • EIN 46-4270963

Jan 01, 2025 to Dec 31, 2025

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

(503) 435-3216

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

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

Liabilities / Revenue

53rd percentile

0.00x

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

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

Net Margin

89th percentile

29%

Higher net margin than 89% of similar nonprofits.

2025 filings • 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.

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

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2025 filings • 501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

-0.9%

Faster revenue growth than 45% of similar nonprofits.

2025 filings • 501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$483,608

Up $53,101 (+12%) from 2024

Net Assets

Up

$483,608

Up $53,101 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin89th percentile

Revenue

Down

$181,852

Down $1,606 (-0.9%) from 2024

Expenses

Down

$129,185

Down $14,328 (-10.0%) from 2024

Net Income

Up

$52,667

Up $12,722 (+32%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2025

Assets$483,608
Liabilities$0
Net Assets$483,608
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

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

2025

Revenue$181,852
Expenses$129,185
Net Income$52,667
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 5, 2026
Return Version
2025v4.0
Gross Receipts
$181,852
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$430,507$483,608▲ $53,101
Total Assets$430,507$483,608▲ $53,101
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$430,507$483,608▲ $53,101
Total Net Assets Fund Balance$430,507$483,608▲ $53,101
Total Liabilities and Net Assets / Fund Balance$430,507$483,608▲ $53,101
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Stephanie TrexlerDirector
Elizabeth GarvinDirector Ele
Cindy BeneCertificatio
Amy PenaCollege Dire
Jennifer WebsterCommunicatio
Karlina Christensen-leeConference C
Stacey BrownDiversity Di
Shawna GribskovFoundation D
Chris MoreheadLegislative
Shauneen ScottMembership D
Allison BrownPartnership
Sarah ElkintonPast Directo
Sarah HeikenSecretary
Gayle YoungTechnology D
Priya BowmanTechnology D
Valerie VirTreasurer
Lydia GarciaWorkforce Di
Revenue and Support

Revenue Composition

Contributions and Grants
$15,600
Program Service Revenue
$164,564
Investment Income
$1,688
Other Revenue
$0
Change in Net Assets
$52,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,185
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
Fees for Services Accounting-$1,100-$1,100
Insurance-$701-$701
Other Expenses$10,098$353-$353
All Other Expenses$275--$275
Total Functional Expenses$98,094$31,091$0$129,185
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
Elizabeth Garvin
Title
Director Elect
Phone
5034353216
Signed
2026-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Trexler
Voting Board Members
17
Independent Board Members
17
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 434”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CONFERENCE C
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR ELE
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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 434
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0430507
IRS990/TotalAssetsEOYAmt0483608
IRS990/TotalAssetsGrp/BOYAmt0430507
IRS990/TotalAssetsGrp/EOYAmt0483608
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015600
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031091
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098094
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129185
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0430507
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0483608
IRS990/TotalProgramServiceRevenueAmt0164564
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0166252
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0181852
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0430507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0483608
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0OREGON.SHRM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH GARVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05034353216
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-05
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/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/PreparationDt02026-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J UNREIN CPA
ReturnHeader/ReturnTs02026-03-10T11:48:53-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$483,608
Liabilities
$0
Net assets
$483,608
Revenue
$181,852
Expenses
$129,185
Net income
$52,667
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
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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