Civic Intelligence

Shrm Swfl Inc

EIN 59-1620330 • 501(c)6 • Fort Myers, FL

Profile

Shrm swfl is a local chapter of the national society for human resourcemanagement (shrm). Shrm swfl is a group of human resource professionals whocome together to discuss issues related to human resource management and tofind ways to better serve their employers and employees.our purpose is to promote and advance the understanding and application ofevery phase of human resource management; to endeavor to establish andimprove ideals, performance and standards of ethical conduct and relationships in the field of human resources; to encourage cooperationamong members for the exchange of ideas, discussion of problems and thedissemination of information in the field of human resources; to developgreater recognition of the human resource function.

PO Box 61984Fort Myers, FL 33906

www.shrmswfl.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

47%

Faster revenue growth than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$100,820

Up $15,185 (+18%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$100,820

Up $15,185 (+18%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Up

$105,923

Up $33,633 (+47%) from 2023

Expenses

Down

$90,738

Down $4,748 (-5.0%) from 2023

Net Income

Up

$15,185

Up $38,381 (+165%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2014: $46,915Liabilities 2014: $02014Assets 2015: $41,990Liabilities 2015: $0Net Assets 2015: $41,9902015Assets 2016: $43,173Liabilities 2016: $0Net Assets 2016: $43,1732016Assets 2017: $45,596Net Assets 2017: $45,5962017Assets 2018: $44,702Net Assets 2018: $44,7022018Assets 2019: $53,919Net Assets 2019: $53,9192019Assets 2020: $60,787Net Assets 2020: $60,7872020Assets 2021: $92,804Net Assets 2021: $92,8042021Assets 2022: $108,831Net Assets 2022: $108,8312022Assets 2023: $85,635Net Assets 2023: $85,6352023Assets 2024: $100,820Net Assets 2024: $100,8202024

Highlighted filing

2024

Assets$100,820
Liabilities-
Net Assets$100,820
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $66,001Expenses 2014: $69,643Net Income 2014: -$3,6422014Revenue 2015: $59,905Expenses 2015: $66,594Net Income 2015: -$6,6892015Revenue 2016: $69,872Expenses 2016: $68,689Net Income 2016: $1,1832016Revenue 2017: $71,572Expenses 2017: $69,149Net Income 2017: $2,4232017Revenue 2018: $76,508Expenses 2018: $77,402Net Income 2018: -$8942018Revenue 2019: $67,840Expenses 2019: $58,623Net Income 2019: $9,2172019Revenue 2020: $45,478Expenses 2020: $38,610Net Income 2020: $6,8682020Revenue 2021: $95,569Expenses 2021: $63,552Net Income 2021: $32,0172021Revenue 2022: $91,835Expenses 2022: $74,405Net Income 2022: $17,4302022Revenue 2023: $72,290Expenses 2023: $95,486Net Income 2023: -$23,1962023Revenue 2024: $105,923Expenses 2024: $90,738Net Income 2024: $15,1852024

Highlighted filing

2024

Revenue$105,923
Expenses$90,738
Net Income$15,185
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,820
Liabilities
-
Net assets
$100,820
Revenue
$105,923
Expenses
$90,738
Net income
$15,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$1.01$1.06$0.91$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.72$0.95$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.92$0.74$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.96$0.64$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.45$0.39$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.68$0.59$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.77$0.77$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.72$0.69$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.70$0.69$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.60$0.67$0.07
2014Summary only. Only limited summary data is available for this year.$0.47$0.00$0.66$0.70$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$106,043
Mission and Program Overview

Mission

Our purpose is to promote and advance the understanding and application of every phase of human resource management; to endeavor to establish and improve ideals, performance and standards of ethical conduct and relationships in the field of human resources; to encourage cooperation among members for the exchange of ideas, discussion of problems and the dissemination of information in the field of human resources; to develop greater recognition of the human resource function.

Shrm swfl is a local chapter of the national society for human resourcemanagement (shrm). Shrm swfl is a group of human resource professionals whocome together to discuss issues related to human resource management and tofind ways to better serve their employers and employees.our purpose is to promote and advance the understanding and application ofevery phase of human resource management; to endeavor to establish andimprove ideals, performance and standards of ethical conduct and relationships in the field of human resources; to encourage cooperationamong members for the exchange of ideas, discussion of problems and thedissemination of information in the field of human resources; to developgreater recognition of the human resource function.

Program Services

DescriptionGrantsExpenses
LUNCHEONS: SHRM SWFL PUTS ON MONTHLY LUNCHEON MEETINGS FOR ITS MEMBERSHIP. AT EACH LUNCHEON, A SPEAKER IS BROUGHT IN TO DISCUSS TOPICS RELEVANT TOTHE HR PROFESSION, AND CERTIFICATION CREDITS ARE AVAILABLE TO ATTENDEES.IN ADDITION TO CERTIFICAITON CREDITS/EDUCATION, ATTENDEES ALSO HAVE ANOPPORTUNITY TO NETWORK WITH OTHER HR-RELATED PROFESSSIONALS. MEETINGS AREOPEN TO THE PUBLIC, AND WE OFTEN HAVE MANY GUEST ATTENDEES. ATTENDANCEVARIES DEPENDING ON THE TIME OF YEAR AND TOPIC, BUT GENERALLY RANGES FROM60-80 PEOPLE.BULK TICKETS: EACH YEAR, SHRM SWFL PURCHASES GROUPS OF BULK TICKETS TO THEHR FLORIDA STATE CONFERENCE, THE LARGEST HR CONFERENCE IN THE STATE. OURCHAPTER IS ABLE TO PURCHASE THE TICKETS AT A DEEP DISCOUNT, THEN OFFER THEMTO OUR MEMBERSHIP AT THAT DISCOUNTED PRICE. BULK TICKETS CAN ONLY BEPURCHASED BY A CHAPTER, AND NOT AS INDIVIDUALS. WE REQUIRE SOMEONE TO BE AMEMBER TO PURCHASE A BULK TICKET, SO THIS SERVICE PPOTENTIALLY BENFITS UPTO 20-30 PEOPLE. ON AVERAGE, WE PURCHASE AND SELL 20-30 BULK TICKETS EACHYEAR.SHRM FOUNDATION: OUR CHAPTER RAISES MONEY EACH YEAR TO DONATE TO THE SHRMFOUNDATION. THE SHRM FOUNDATION PROVIDES THOUGHT LEADERSHIP ANDEDUCATIONAL SUPPORT, SPONSORING,FUNDING, AND DRIVING EDUCATIONAL RESEARCH,AND SCHOLOARSHIPS TO HR PROFESSIONALS. WE HOST NETWORKING EVENTS TO RAISEMONEY FOR THE DONATION. THIS YEAR BETWEEN OUR CASH DONATIONS AND DONATIONOF SILENT AUCTION ITEMS TO AUCTIONS BENEFITTING SHRM FOUNDATION, OURCHAPTER HAS DONATED $436.-$76,573
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keith CoghlanVP Membership-$0--
Brooke WeinbergVP ProgramsPT$0--
Yohana RothenbergDirector-$0--
Nancy WhiteTreasurer-$0--
Laura SiebenmorganPresident-Elect-$0--
Molly GrubbsDirector-$0--
Angela PruittPast President-$0--
Traci GarritySecretary-$0--
Michele SnyderDirector-$0--
Shannon FibbeDirector-$0--
Nancy KoristaDirector-$0--
Brian SaulsPresidentPT$0--
Kati CookDirector-$0--
Cristy PagelDirector-$0--
Filing and Contact Details

Filer

Filer Name
SHRM SWFL Inc
EIN
59-1620330
Phone
2399385922
Address
PO Box 61984, Fort Myers, FL 33906

Signing Officer

Name
Nancy White
Title
Treasurer
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Rogers Wood Hill Starman & Gustason PA
Address
2375 Tamiami Trail North Suite 110, Naples, FL 34103
Preparer
Sean M Nolan CPA
Phone
2392621040
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Advertising $16052”

Other Expenses.1001

“Advertising and Promotion $6294”

Other Expenses.1002

“Office Expenses $2089”

Other Expenses.1007

“Conferences, Conventions, and Meetings $15688”

Other Expenses.1012

“Insurance $886”

Other Expenses.1

“Membership Meetings $23054”

Other Expenses.2

“Bulk Ticket Expenses $21354”

Other Expenses.3

“SHRM Learning System $5847”

Other Expenses.4

“Miscellaneous $4645”

Other Expenses.5

“Charitable Contributions $2600”

Other Expenses.6

“Fundraising $1338”

Other Expenses.7

“Gifts $515”

Other Expenses.8

“National Membership $488”

Other Expenses.9

“Awards $281”

Raw XML Appendix177 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/PersonNm0Keith Coghlan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP Membership
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IRS990EZ/OtherRevenueTotalAmt016052
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IRS990EZ/PrimaryExemptPurposeTxt0SHRM SWFL IS A LOCAL CHAPTER OF THE NATIONAL SOCIETY FOR HUMAN RESOURCEMANAGEMENT (SHRM). SHRM SWFL IS A GROUP OF HUMAN RESOURCE PROFESSIONALS WHOCOME TOGETHER TO DISCUSS ISSUES RELATED TO HUMAN RESOURCE MANAGEMENT AND TOFIND WAYS TO BETTER SERVE THEIR EMPLOYERS AND EMPLOYEES.OUR PURPOSE IS TO PROMOTE AND ADVANCE THE UNDERSTANDING AND APPLICATION OFEVERY PHASE OF HUMAN RESOURCE MANAGEMENT; TO ENDEAVOR TO ESTABLISH ANDIMPROVE IDEALS, PERFORMANCE AND STANDARDS OF ETHICAL CONDUCT AND RELATIONSHIPS IN THE FIELD OF HUMAN RESOURCES; TO ENCOURAGE COOPERATIONAMONG MEMBERS FOR THE EXCHANGE OF IDEAS, DISCUSSION OF PROBLEMS AND THEDISSEMINATION OF INFORMATION IN THE FIELD OF HUMAN RESOURCES; TO DEVELOPGREATER RECOGNITION OF THE HUMAN RESOURCE FUNCTION.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LUNCHEONS: SHRM SWFL PUTS ON MONTHLY LUNCHEON MEETINGS FOR ITS MEMBERSHIP. AT EACH LUNCHEON, A SPEAKER IS BROUGHT IN TO DISCUSS TOPICS RELEVANT TOTHE HR PROFESSION, AND CERTIFICATION CREDITS ARE AVAILABLE TO ATTENDEES.IN ADDITION TO CERTIFICAITON CREDITS/EDUCATION, ATTENDEES ALSO HAVE ANOPPORTUNITY TO NETWORK WITH OTHER HR-RELATED PROFESSSIONALS. MEETINGS AREOPEN TO THE PUBLIC, AND WE OFTEN HAVE MANY GUEST ATTENDEES. ATTENDANCEVARIES DEPENDING ON THE TIME OF YEAR AND TOPIC, BUT GENERALLY RANGES FROM60-80 PEOPLE.BULK TICKETS: EACH YEAR, SHRM SWFL PURCHASES GROUPS OF BULK TICKETS TO THEHR FLORIDA STATE CONFERENCE, THE LARGEST HR CONFERENCE IN THE STATE. OURCHAPTER IS ABLE TO PURCHASE THE TICKETS AT A DEEP DISCOUNT, THEN OFFER THEMTO OUR MEMBERSHIP AT THAT DISCOUNTED PRICE. BULK TICKETS CAN ONLY BEPURCHASED BY A CHAPTER, AND NOT AS INDIVIDUALS. WE REQUIRE SOMEONE TO BE AMEMBER TO PURCHASE A BULK TICKET, SO THIS SERVICE PPOTENTIALLY BENFITS UPTO 20-30 PEOPLE. ON AVERAGE, WE PURCHASE AND SELL 20-30 BULK TICKETS EACHYEAR.SHRM FOUNDATION: OUR CHAPTER RAISES MONEY EACH YEAR TO DONATE TO THE SHRMFOUNDATION. THE SHRM FOUNDATION PROVIDES THOUGHT LEADERSHIP ANDEDUCATIONAL SUPPORT, SPONSORING,FUNDING, AND DRIVING EDUCATIONAL RESEARCH,AND SCHOLOARSHIPS TO HR PROFESSIONALS. WE HOST NETWORKING EVENTS TO RAISEMONEY FOR THE DONATION. THIS YEAR BETWEEN OUR CASH DONATIONS AND DONATIONOF SILENT AUCTION ITEMS TO AUCTIONS BENEFITTING SHRM FOUNDATION, OURCHAPTER HAS DONATED $436.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising $16052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $6294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $2089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $15688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $886
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bulk Ticket Expenses $21354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SHRM Learning System $5847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous $4645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Charitable Contributions $2600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fundraising $1338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Gifts $515
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0591620330
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591362099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rogers Wood Hill Starman & Gustason PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02375 Tamiami Trail North Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02392621040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sean M Nolan CPA
ReturnHeader/ReturnTs02025-11-11T18:52:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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