Civic Intelligence

Human Resource Management Association of Southwest Florida Inc

990EZ • Fiscal year 2017 • EIN 59-1620330

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

PO Box 61984Ft Myers, FL 33906

(239) 344-1403

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

52nd percentile

3.4%

Higher net margin than 52% 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

56th percentile

5.6%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

54th percentile

2.4%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Up

$45,596

Up $2,423 (+5.6%) from 2016

Net Assets

Up

$45,596

Up $2,423 (+5.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$71,572

Up $1,700 (+2.4%) from 2016

Expenses

Up

$69,149

Up $460 (+0.7%) from 2016

Net Income

Up

$2,423

Up $1,240 (+105%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$45,596
Liabilities-
Net Assets$45,596

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$71,572
Expenses$69,149
Net Income$2,423
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Gross Receipts
$71,572
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 resource management (shrm). Shrm swfl is a group of human resource professionals who come together to discuss issues related to human resource management and to find ways to better serve their employers and employees. 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.

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 TO THE HR PROFESSION, AND CERTIFICATION CREDITS ARE AVAILABLE TO ATTENDEES. IN ADDITION TO CERTIFICAITON CREDITS/EDUCATION, ATTENDEES ALSO HAVE AN OPPORTUNITY TO NETWORK WITH OTHER HR-RELATED PROFESSSIONALS. MEETINGS ARE OPEN TO THE PUBLIC, AND WE OFTEN HAVE MANY GUEST ATTENDEES. ATTENDANCE VARIES DEPENDING ON THE TIME OF YEAR AND TOPIC, BUT GENERALLY RANGES FROM 60-80 PEOPLE. BULK TICKETS: EACH YEAR, SHRM SWFL PURCHASES GROUPS OF BULK TICKETS TO THE HR FLORIDA STATE CONFERENCE, THE LARGEST HR CONFERENCE IN THE STATE. OUR CHAPTER IS ABLE TO PURCHASE THE TICKETS AT A DEEP DISCOUNT, THEN OFFER THEM TO OUR MEMBERSHIP AT THAT DISCOUNTED PRICE. BULK TICKETS CAN ONLY BE PURCHASED BY A CHAPTER, AND NOT AS INDIVIDUALS. WE REQUIRE SOMEONE TO BE A MEMBER TO PURCHASE A BULK TICKET, SO THIS SERVICE PPOTENTIALLY BENFITS UP TO 20-30 PEOPLE. ON AVERAGE, WE PURCHASE AND SELL 20-30 BULK TICKETS EACH YEAR. SHRM FOUNDATION: OUR CHAPTER RAISES MONEY EACH YEAR TO DONATE TO THE SHRM FOUNDATION. THE SHRM FOUNDATION PROVIDES THOUGHT LEADERSHIP AND EDUCATIONAL SUPPORT, SPONSORING,FUNDING, AND DRIVING EDUCATIONAL RESEARCH, AND SCHOLOARSHIPS TO HR PROFESSIONALS. WE HOST NETWORKING EVENTS TO RAISE MONEY FOR THE DONATION. THIS YEAR BETWEEN OUR CASH DONATIONS AND DONATION OF SILENT AUCTION ITEMS TO AUCTIONS BENEFITTING SHRM FOUNDATION, OUR CHAPTER HAS DONATED 1,950. PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZAITON, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.-$69,149
LUNCHEONS: SHRM SWFL PUTS ON MONTHLY LUNCHEON MEETINGS FOR ITS MEMBERSHIP.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATRINA GOSSICPresident-$0--
JUDY MARCUCCIPast Preside-$0--
LOGAN WALLICKPresident El-$0--
DANA RILEYTreasurer-$0--
JANICE MONTEAGUDOSecretary-$0--
MEGAN VAN DER MEIDEVP Programs-$0--
Filing and Contact Details

Filer

Filer Name
Shrm Swfl Inc
EIN
59-1620330
Phone
2393441403
Address
PO BOX 61984, FT MYERS, FL 33906

Signing Officer

Name
Dana Riley
Title
Treasurer
Phone
2393441403
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Bodine Perry LLC
Address
720 GOODLETTE RD N STE 400, NAPLES, FL 34102-5656
Preparer
Stephanie J Carney CPA Cfe
Phone
2392622279
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Shrm foundation annual campaign 1,950 target 800 scholarships 1,475

Form 990-ez, Part I, Line 16

Expenses appreciation gifts 606 bank service charges 48 filing fees 61 travel 680 conference expenses 8,555 insurance - off. & dir. 711 membership meeting 19,808 misc. Expense 355 networking event 1,410 promotional items 204 office supplies 97 postage/shipping 152 scholarship auction 189 raffle prize 1,194 speaker expenses 171 state council auction 225 website 756 pay pal fees 915 hr bulk tickets 20,736 educational materials 7,551 total 64,424

Form 990-ez, Part III

Shrm swfl is a local chapter of the national society for human resource management (shrm). Shrm swfl is a group of human resource professionals who come together to discuss issues related to human resource management and to find ways to better serve their employers and employees. 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.

Form 990-ez, Part III, Line 31

Luncheons: shrm swfl puts on monthly luncheon meetings for its membership. At each luncheon, a speaker is brought in to discuss topics relevant to the hr profession, and certification credits are available to attendees. In addition to certificaiton credits/education, attendees also have an opportunity to network with other hr-related professsionals. Meetings are open to the public, and we often have many guest attendees. Attendance varies depending on the time of year and topic, but generally ranges from 60-80 people. Bulk tickets: each year, shrm swfl purchases groups of bulk tickets to the hr florida state conference, the largest hr conference in the state. Our chapter is able to purchase the tickets at a deep discount, then offer them to our membership at that discounted price. Bulk tickets can only be purchased by a chapter, and not as individuals. We require someone to be a member to purchase a bulk ticket, so this service ppotentially benfits up to 20-30 people. On average, we purchase and sell 20-30 bulk tickets each year. Shrm foundation: our chapter raises money each year to donate to the shrm foundation. The shrm foundation provides thought leadership and educational support, sponsoring,funding, and driving educational research, and scholoarships to hr professionals. We host networking events to raise money for the donation. This year between our cash donations and donation of silent auction items to auctions benefitting shrm foundation, our chapter has donated 1,950. Part v, information regarding personal benefit contracts: the organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organizaiton, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

Raw XML Appendix119 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/PrimaryExemptPurposeTxt0SHRM SWFL IS A LOCAL CHAPTER OF THE NATIONAL SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM). SHRM SWFL IS A GROUP OF HUMAN RESOURCE PROFESSIONALS WHO COME TOGETHER TO DISCUSS ISSUES RELATED TO HUMAN RESOURCE MANAGEMENT AND TO FIND WAYS TO BETTER SERVE THEIR EMPLOYERS AND EMPLOYEES. 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LUNCHEONS: SHRM SWFL PUTS ON MONTHLY LUNCHEON MEETINGS FOR ITS MEMBERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LUNCHEONS: SHRM SWFL PUTS ON MONTHLY LUNCHEON MEETINGS FOR ITS MEMBERSHIP. AT EACH LUNCHEON, A SPEAKER IS BROUGHT IN TO DISCUSS TOPICS RELEVANT TO THE HR PROFESSION, AND CERTIFICATION CREDITS ARE AVAILABLE TO ATTENDEES. IN ADDITION TO CERTIFICAITON CREDITS/EDUCATION, ATTENDEES ALSO HAVE AN OPPORTUNITY TO NETWORK WITH OTHER HR-RELATED PROFESSSIONALS. MEETINGS ARE OPEN TO THE PUBLIC, AND WE OFTEN HAVE MANY GUEST ATTENDEES. ATTENDANCE VARIES DEPENDING ON THE TIME OF YEAR AND TOPIC, BUT GENERALLY RANGES FROM 60-80 PEOPLE. BULK TICKETS: EACH YEAR, SHRM SWFL PURCHASES GROUPS OF BULK TICKETS TO THE HR FLORIDA STATE CONFERENCE, THE LARGEST HR CONFERENCE IN THE STATE. OUR CHAPTER IS ABLE TO PURCHASE THE TICKETS AT A DEEP DISCOUNT, THEN OFFER THEM TO OUR MEMBERSHIP AT THAT DISCOUNTED PRICE. BULK TICKETS CAN ONLY BE PURCHASED BY A CHAPTER, AND NOT AS INDIVIDUALS. WE REQUIRE SOMEONE TO BE A MEMBER TO PURCHASE A BULK TICKET, SO THIS SERVICE PPOTENTIALLY BENFITS UP TO 20-30 PEOPLE. ON AVERAGE, WE PURCHASE AND SELL 20-30 BULK TICKETS EACH YEAR. SHRM FOUNDATION: OUR CHAPTER RAISES MONEY EACH YEAR TO DONATE TO THE SHRM FOUNDATION. THE SHRM FOUNDATION PROVIDES THOUGHT LEADERSHIP AND EDUCATIONAL SUPPORT, SPONSORING,FUNDING, AND DRIVING EDUCATIONAL RESEARCH, AND SCHOLOARSHIPS TO HR PROFESSIONALS. WE HOST NETWORKING EVENTS TO RAISE MONEY FOR THE DONATION. THIS YEAR BETWEEN OUR CASH DONATIONS AND DONATION OF SILENT AUCTION ITEMS TO AUCTIONS BENEFITTING SHRM FOUNDATION, OUR CHAPTER HAS DONATED 1,950. PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZAITON, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHRM FOUNDATION ANNUAL CAMPAIGN 1,950 TARGET 800 SCHOLARSHIPS 1,475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES APPRECIATION GIFTS 606 BANK SERVICE CHARGES 48 FILING FEES 61 TRAVEL 680 CONFERENCE EXPENSES 8,555 INSURANCE - OFF. & DIR. 711 MEMBERSHIP MEETING 19,808 MISC. EXPENSE 355 NETWORKING EVENT 1,410 PROMOTIONAL ITEMS 204 OFFICE SUPPLIES 97 POSTAGE/SHIPPING 152 SCHOLARSHIP AUCTION 189 RAFFLE PRIZE 1,194 SPEAKER EXPENSES 171 STATE COUNCIL AUCTION 225 WEBSITE 756 PAY PAL FEES 915 HR BULK TICKETS 20,736 EDUCATIONAL MATERIALS 7,551 TOTAL 64,424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SHRM SWFL IS A LOCAL CHAPTER OF THE NATIONAL SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM). SHRM SWFL IS A GROUP OF HUMAN RESOURCE PROFESSIONALS WHO COME TOGETHER TO DISCUSS ISSUES RELATED TO HUMAN RESOURCE MANAGEMENT AND TO FIND WAYS TO BETTER SERVE THEIR EMPLOYERS AND EMPLOYEES. 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LUNCHEONS: SHRM SWFL PUTS ON MONTHLY LUNCHEON MEETINGS FOR ITS MEMBERSHIP. AT EACH LUNCHEON, A SPEAKER IS BROUGHT IN TO DISCUSS TOPICS RELEVANT TO THE HR PROFESSION, AND CERTIFICATION CREDITS ARE AVAILABLE TO ATTENDEES. IN ADDITION TO CERTIFICAITON CREDITS/EDUCATION, ATTENDEES ALSO HAVE AN OPPORTUNITY TO NETWORK WITH OTHER HR-RELATED PROFESSSIONALS. MEETINGS ARE OPEN TO THE PUBLIC, AND WE OFTEN HAVE MANY GUEST ATTENDEES. ATTENDANCE VARIES DEPENDING ON THE TIME OF YEAR AND TOPIC, BUT GENERALLY RANGES FROM 60-80 PEOPLE. BULK TICKETS: EACH YEAR, SHRM SWFL PURCHASES GROUPS OF BULK TICKETS TO THE HR FLORIDA STATE CONFERENCE, THE LARGEST HR CONFERENCE IN THE STATE. OUR CHAPTER IS ABLE TO PURCHASE THE TICKETS AT A DEEP DISCOUNT, THEN OFFER THEM TO OUR MEMBERSHIP AT THAT DISCOUNTED PRICE. BULK TICKETS CAN ONLY BE PURCHASED BY A CHAPTER, AND NOT AS INDIVIDUALS. WE REQUIRE SOMEONE TO BE A MEMBER TO PURCHASE A BULK TICKET, SO THIS SERVICE PPOTENTIALLY BENFITS UP TO 20-30 PEOPLE. ON AVERAGE, WE PURCHASE AND SELL 20-30 BULK TICKETS EACH YEAR. SHRM FOUNDATION: OUR CHAPTER RAISES MONEY EACH YEAR TO DONATE TO THE SHRM FOUNDATION. THE SHRM FOUNDATION PROVIDES THOUGHT LEADERSHIP AND EDUCATIONAL SUPPORT, SPONSORING,FUNDING, AND DRIVING EDUCATIONAL RESEARCH, AND SCHOLOARSHIPS TO HR PROFESSIONALS. WE HOST NETWORKING EVENTS TO RAISE MONEY FOR THE DONATION. THIS YEAR BETWEEN OUR CASH DONATIONS AND DONATION OF SILENT AUCTION ITEMS TO AUCTIONS BENEFITTING SHRM FOUNDATION, OUR CHAPTER HAS DONATED 1,950. PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZAITON, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
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