Civic Intelligence

Society for Human Resource Management Bluegrass Chapter

EIN 61-1157044 • 501(c)6 • Lexington, KY

Profile

OurmissionistoengageandinspiretheHumanResourcesProfessionaltodriveexcellenceandinnovation,andtomakeadifferenceinthebusinesscommunity.Ourprograms,speakers,andconferenceshelpedhundredsofHRprofessionalsfromacrosstheBluegrassnavigatetheongoingchallengesanddemandsofaworld-widepandemic,whilecontinuingtoupskilltomeetthedemandsofarapidlychanginglaborforce.

PO Box 657Lexington, KY 40588
Siviq Scores

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

Liabilities / Assets

64th percentile

0.03x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

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

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.

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

Asset Growth

69th percentile

9.6%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

27th percentile

-18%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$97,286

Up $8,529 (+9.6%) from 2023

Liabilities

Up

$2,663

Up $502 (+23%) from 2023

Net Assets

Up

$94,623

Up $8,027 (+9.3%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin72nd percentile

Revenue

Down

$62,556

Down $13,304 (-18%) from 2023

Expenses

Down

$54,569

Down $22,083 (-29%) from 2023

Net Income

Up

$7,987

Up $8,779 (+1108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$100K$50K$0Assets 2019: $73,501Net Assets 2019: $73,5012019Assets 2020: $84,059Net Assets 2020: $84,0592020Assets 2021: $92,397Net Assets 2021: $92,3972021Assets 2022: $87,388Liabilities 2022: $0Net Assets 2022: $87,3882022Assets 2023: $88,757Liabilities 2023: $2,161Net Assets 2023: $86,5962023Assets 2024: $97,286Liabilities 2024: $2,663Net Assets 2024: $94,6232024

Highlighted filing

2024

Assets$97,286
Liabilities$2,663
Net Assets$94,623
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$100K$50K$0-$50KRevenue 2019: $89,035Expenses 2019: $76,343Net Income 2019: $12,6922019Revenue 2020: $47,464Expenses 2020: $36,906Net Income 2020: $10,5582020Revenue 2021: $34,362Expenses 2021: $26,024Net Income 2021: $8,3382021Revenue 2022: $65,515Expenses 2022: $70,524Net Income 2022: -$5,0092022Revenue 2023: $75,860Expenses 2023: $76,652Net Income 2023: -$7922023Revenue 2024: $62,556Expenses 2024: $54,569Net Income 2024: $7,9872024

Highlighted filing

2024

Revenue$62,556
Expenses$54,569
Net Income$7,987
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$97,286
Liabilities
$2,663
Net assets
$94,623
Revenue
$62,556
Expenses
$54,569
Net income
$7,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.3$2.66$94.6$62.6$54.6$7.99
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.8$2.16$86.6$75.9$76.7$0.79
2022Detailed filing. Detailed filing data is available for this year.$87.4$0.00$87.4$65.5$70.5$5.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.4$92.4$34.4$26.0$8.34
2020Detailed filing. Detailed filing data is available for this year.$84.1$84.1$47.5$36.9$10.6
2019Detailed filing. Detailed filing data is available for this year.$73.5$73.5$89.0$76.3$12.7
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 8, 2023
Return Version
2022v5.0
Gross Receipts
$65,515
Mission and Program Overview

Mission

Our mission is to engage and inspire the Human Resources Professional to drive excellence and innovation and to make a difference in the business community. Our programs speakers and conferences helped hundreds of HR professionals from across the Bluegrass navigate the ongoing challenges and demands of a world-wide pandemic while continuing to upskill to meet the demands of a rapidly changing labor force.

OurmissionistoengageandinspiretheHumanResourcesProfessionaltodriveexcellenceandinnovation,andtomakeadifferenceinthebusinesscommunity.Ourprograms,speakers,andconferenceshelpedhundredsofHRprofessionalsfromacrosstheBluegrassnavigatetheongoingchallengesanddemandsofaworld-widepandemic,whilecontinuingtoupskilltomeetthedemandsofarapidlychanginglaborforce.

Program Services

DescriptionGrantsExpenses
Weprovidedvirtualandin-personMonthlyChapterMeetingsthatfocusonHumanResourcestopics.AguestspeakerorpanelisinvitedtopresentonanimportanttopicrelatedtocurrentissuesinthefieldofHRtoensurethatour300+membersareabletonavigateorganizationalchallengesandlegalissuesintheworkplaceandtohoneleadershipandchangemanagementskillstomovetheircompanycultureforward.$0$33,556
WewereabletodonatetoNationalSHRMthatisdisbursedviagrantsandfellowshipstoadvancetheeducationandopportunitiesofHRprofessionalsthroughoutthecountry.$5,280$0
WeprovidedalocalHRprofessionaltheopportunitytoreceiveagranttosupportthesuccessfulacquisitionoftheSHRM-CPorSHRM-SCPcertification,includingstudymaterials,testpreparation,andtestingfees.$1,200$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LaRellen JonesPresidentPT$0--
Leslie JarvisPast PresidentPT$0--
Rebecca WrenPresident-ElectPT$0--
Tiffany YarbroughSecretaryPT$0--
Ashley McCurdyTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Society for Human Resource Management Bluegrass Chapter
EIN
61-1157044
In Care Of
% Leslie Jarvis
Address
PO Box 657, Lexington, KY 40588

Signing Officer

Name
Ashley McCurdy
Title
Treasurer
Signed
2023-04-08
Supplemental Narrative

Additional Explanations

Part I, line 8

“| Other Revenues:, Amount:| Dissolution of local non-profit proceeds, $12338|”

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Foundation and Certification, $6480|”

Part I, line 16

“| Other Expenses:, Amount:| Processing Fees, $3241| Insurance, $1442| office admin fees, $843| Conferences, $7621| Marketing, $1615| Meals Entertainment and Special Events, $32264| Technology and Communications, $11400|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Inventory, $, $| Prepaid Expenses, $, $| Organization's share of assets, $, $|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $, $| Grants Payable, $, $| Mortgages or other loans payable, $, $|”

Raw XML Appendix131 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ashley McCurdy
IRS990EZ/BooksInCareOfDetail/PhoneNum05893519262
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02673 Twinbrooke Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040517
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092397
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087388
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026195
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5009
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05618
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092397
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087388
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06480
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt065515
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092397
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087388
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092397
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087388
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LaRellen Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leslie Jarvis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rebecca Wren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tiffany Yarbrough
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ashley McCurdy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt058426
IRS990EZ/OtherRevenueTotalAmt012338
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OurmissionistoengageandinspiretheHumanResourcesProfessionaltodriveexcellenceandinnovation,andtomakeadifferenceinthebusinesscommunity.Ourprograms,speakers,andconferenceshelpedhundredsofHRprofessionalsfromacrosstheBluegrassnavigatetheongoingchallengesanddemandsofaworld-widepandemic,whilecontinuingtoupskilltomeetthedemandsofarapidlychanginglaborforce.
IRS990EZ/ProgramServiceRevenueAmt026978
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WewereabletodonatetoNationalSHRMthatisdisbursedviagrantsandfellowshipstoadvancetheeducationandopportunitiesofHRprofessionalsthroughoutthecountry.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Weprovidedvirtualandin-personMonthlyChapterMeetingsthatfocusonHumanResourcestopics.AguestspeakerorpanelisinvitedtopresentonanimportanttopicrelatedtocurrentissuesinthefieldofHRtoensurethatour300+membersareabletonavigateorganizationalchallengesandlegalissuesintheworkplaceandtohoneleadershipandchangemanagementskillstomovetheircompanycultureforward.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WeprovidedalocalHRprofessionaltheopportunitytoreceiveagranttosupportthesuccessfulacquisitionoftheSHRM-CPorSHRM-SCPcertification,includingstudymaterials,testpreparation,andtestingfees.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05280
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt133556
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070524
IRS990EZ/TotalProgramServiceExpensesAmt033556
IRS990EZ/TotalRevenueAmt065515
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.bgshrm.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| Dissolution of local non-profit proceeds, $12338|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| Foundation and Certification, $6480|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| Processing Fees, $3241| Insurance, $1442| office admin fees, $843| Conferences, $7621| Marketing, $1615| Meals Entertainment and Special Events, $32264| Technology and Communications, $11400|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Inventory, $, $| Prepaid Expenses, $, $| Organization's share of assets, $, $|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $, $| Grants Payable, $, $| Mortgages or other loans payable, $, $|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II, line 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley McCurdy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIETY FOR HUMAN RESOURCE MANAGEMENT BLUEGRASS CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0611157044
ReturnHeader/Filer/ForeignPhoneNum08596992608
ReturnHeader/Filer/InCareOfNm0% Leslie Jarvis
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 657
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040588
ReturnHeader/ReturnTs02023-04-08T08:34:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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