Civic Intelligence

Sarasota Manatee Human Resources Association Inc

990EZ • Fiscal year 2022 • EIN 65-0145670

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 05, 2024

PO Box 49374Sarasota, FL 34230

(941) 928-4679

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

57th percentile

5.8%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

8.0%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$55,712

Up $4,125 (+8.0%) from 2021

Net Assets

Up

$55,712

Up $4,125 (+8.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$71,642

Down $27,668 (-28%) from 2021

Expenses

Down

$67,517

Down $14,117 (-17%) from 2021

Net Income

Down

$4,125

Down $13,551 (-77%) from 2021

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $22,042Net Assets 2012: $22,0422012Assets 2013: $22,301Liabilities 2013: $0Net Assets 2013: $22,3012013Assets 2014: $30,861Liabilities 2014: $0Net Assets 2014: $30,8612014Assets 2015: $36,999Liabilities 2015: $0Net Assets 2015: $36,9992015Assets 2016: $32,939Liabilities 2016: $0Net Assets 2016: $32,9392016Assets 2017: $26,479Liabilities 2017: $0Net Assets 2017: $26,4792017Assets 2018: $34,639Liabilities 2018: $0Net Assets 2018: $34,6392018Assets 2019: $28,835Liabilities 2019: $0Net Assets 2019: $28,8352019Assets 2020: $33,911Liabilities 2020: $0Net Assets 2020: $33,9112020Assets 2021: $51,587Liabilities 2021: $0Net Assets 2021: $51,5872021Assets 2022: $55,712Liabilities 2022: $0Net Assets 2022: $55,7122022Assets 2023: $26,135Liabilities 2023: $0Net Assets 2023: $26,1352023Assets 2024: $30,733Liabilities 2024: $0Net Assets 2024: $30,7332024

Highlighted filing

2022

Assets$55,712
Liabilities$0
Net Assets$55,712

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $69,172Expenses 2012: $68,360Net Income 2012: $8122012Revenue 2013: $63,080Expenses 2013: $62,821Net Income 2013: $2592013Revenue 2014: $57,076Expenses 2014: $48,516Net Income 2014: $8,5602014Revenue 2015: $57,709Expenses 2015: $51,571Net Income 2015: $6,1382015Revenue 2016: $77,785Expenses 2016: $81,845Net Income 2016: -$4,0602016Revenue 2017: $82,599Expenses 2017: $89,059Net Income 2017: -$6,4602017Revenue 2018: $98,725Expenses 2018: $90,565Net Income 2018: $8,1602018Revenue 2019: $131,923Expenses 2019: $137,727Net Income 2019: -$5,8042019Revenue 2020: $67,345Expenses 2020: $62,269Net Income 2020: $5,0762020Revenue 2021: $99,310Expenses 2021: $81,634Net Income 2021: $17,6762021Revenue 2022: $71,642Expenses 2022: $67,517Net Income 2022: $4,1252022Revenue 2023: $100,700Expenses 2023: $130,277Net Income 2023: -$29,5772023Revenue 2024: $94,925Expenses 2024: $90,327Net Income 2024: $4,5982024

Highlighted filing

2022

Revenue$71,642
Expenses$67,517
Net Income$4,125
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 5, 2024
Return Version
2022v5.0
Gross Receipts
$71,642
Mission and Program Overview

Mission

The purposes of sarasota manatee human resources association (shra) are to: 1)provide a forum for the personal and professional development of our members; 2)provide an opportunity to develop leadership, managerial, public speaking and group decision-making skills; 3)provide an arena for the development of trust relationships where common problems can be discussed and deliberated; 4)provide an opportunity to focus on current human resource management issues of importance to our members; 5)provide a focus for legislative attention to state and national human resources management issues; 6)provide valuable information gathering and dissemination channels; 7)provide a pool of human resource management leaders for perpetuation of shra and of the society for human resourse management (shrm); 8)serve as a vehicle for introducing human resource management professionals to shrm; 9)serve as a source of new members for shrm; 10)serve as part of the two-way channel of communications with members.

Program Services

DescriptionGrantsExpenses
ORIGINALLY KNOWN AS THE SARASOTA PERSONNEL ASSOCIATION, SARASOTA MANATEE HUMAN RESOURCE ASSOCIATION (SHRA) WAS FORMED THROUGH THE COMMITMENT OF (THEN) PERSONNEL PROFESSIONALS AS A MEETING GROUND FOR DISCUSSING ISSUES RELATED TO PERSONNEL ADMINISTRATION. TODAY, SHRA HAS OVER 275 PROFESSIONAL AND STUDENT MEMBERS FROM ACROSS SARASOTA AND MANATEE COUNTIES IN FLORIDA. THE MISSION OF SHRA IS TO: STRIVE FOR THE HIGHEST STANDARDS OF PROFESSIONALISM AND ETHICAL CONDUCT IN THE FIELD OF HUMAN RESOURCES, WHILE ALSO DEVELOPING A GREATER APPRECIATION FOR THIS FIELD. ADDITIONALLY, SHRA SEEKS TO BE A VALUED RESOURCE IN THE GENERAL BUSINESS COMMUNITY, AS WELL AS MEMBERS' INDIVIDUAL ORGANIZATIONS. SHRA ACTIVELY PROMOTES PROFESSIONAL CERTIFICATION AND CONTINUING EDUCATION IN THE FIELD OF HUMAN RESOURCES AND IS COMMITTED TO SERVING HR PROFESSIONALS IN THE COMMUNITY THROUGH THE ADVANCEMENT OF THE HR PROFESSION.$564$56,163
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY SHAFFERPresident-$0--
DENISE GOERKEVP, Programs Director-$0--
ROSEANNE GUTMANNPresident Elect-$0--
MELANIE SINGLETARYCommunications Director-$0--
STEVE HALLMarketing Director-$0--
KYLE ROGERSMembership Director-$0--
ERLINDA JONESTreasurer-$0--
KARLA DETERTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sarasota Manatee Human Resources
EIN
65-0145670
Phone
9419284679
Address
PO BOX 49374, SARASOTA, FL 34230

Signing Officer

Name
Denise Goerke
Title
President
Phone
9419284679
Signed
2024-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Rebecca U Stoner
Phone
9413654617
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: meeting sponsors. Amount: 3,800.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: website. Amount: 2,602. Description: bank & credit card fees. Amount: 966. Description: office expenses. Amount: 5,231. Description: insurance. Amount: 2,663. Description: conferences. Amount: 5,221. Total to form 990-ez, line 16: 16,683.

Raw XML Appendix144 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ERLINDA JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum09419284679
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 49374
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SARASOTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034230
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051587
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055712
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt04125
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02494
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051587
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055712
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0565
IRS990EZ/GrossReceiptsAmt071642
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IRS990EZ/MembershipDuesAmt023409
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt051587
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055712
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051587
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055712
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY SHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENISE GOERKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSEANNE GUTMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELANIE SINGLETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KYLE ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERLINDA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KARLA DETERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP, PROGRAMS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNICATIONS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MARKETING DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016683
IRS990EZ/OtherRevenueTotalAmt03800
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSES OF SARASOTA MANATEE HUMAN RESOURCES ASSOCIATION (SHRA) ARE TO: 1)PROVIDE A FORUM FOR THE PERSONAL AND PROFESSIONAL DEVELOPMENT OF OUR MEMBERS; 2)PROVIDE AN OPPORTUNITY TO DEVELOP LEADERSHIP, MANAGERIAL, PUBLIC SPEAKING AND GROUP DECISION-MAKING SKILLS; 3)PROVIDE AN ARENA FOR THE DEVELOPMENT OF TRUST RELATIONSHIPS WHERE COMMON PROBLEMS CAN BE DISCUSSED AND DELIBERATED; 4)PROVIDE AN OPPORTUNITY TO FOCUS ON CURRENT HUMAN RESOURCE MANAGEMENT ISSUES OF IMPORTANCE TO OUR MEMBERS; 5)PROVIDE A FOCUS FOR LEGISLATIVE ATTENTION TO STATE AND NATIONAL HUMAN RESOURCES MANAGEMENT ISSUES; 6)PROVIDE VALUABLE INFORMATION GATHERING AND DISSEMINATION CHANNELS; 7)PROVIDE A POOL OF HUMAN RESOURCE MANAGEMENT LEADERS FOR PERPETUATION OF SHRA AND OF THE SOCIETY FOR HUMAN RESOURSE MANAGEMENT (SHRM); 8)SERVE AS A VEHICLE FOR INTRODUCING HUMAN RESOURCE MANAGEMENT PROFESSIONALS TO SHRM; 9)SERVE AS A SOURCE OF NEW MEMBERS FOR SHRM; 10)SERVE AS PART OF THE TWO-WAY CHANNEL OF COMMUNICATIONS WITH MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt044433
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORIGINALLY KNOWN AS THE SARASOTA PERSONNEL ASSOCIATION, SARASOTA MANATEE HUMAN RESOURCE ASSOCIATION (SHRA) WAS FORMED THROUGH THE COMMITMENT OF (THEN) PERSONNEL PROFESSIONALS AS A MEETING GROUND FOR DISCUSSING ISSUES RELATED TO PERSONNEL ADMINISTRATION. TODAY, SHRA HAS OVER 275 PROFESSIONAL AND STUDENT MEMBERS FROM ACROSS SARASOTA AND MANATEE COUNTIES IN FLORIDA. THE MISSION OF SHRA IS TO: STRIVE FOR THE HIGHEST STANDARDS OF PROFESSIONALISM AND ETHICAL CONDUCT IN THE FIELD OF HUMAN RESOURCES, WHILE ALSO DEVELOPING A GREATER APPRECIATION FOR THIS FIELD. ADDITIONALLY, SHRA SEEKS TO BE A VALUED RESOURCE IN THE GENERAL BUSINESS COMMUNITY, AS WELL AS MEMBERS' INDIVIDUAL ORGANIZATIONS. SHRA ACTIVELY PROMOTES PROFESSIONAL CERTIFICATION AND CONTINUING EDUCATION IN THE FIELD OF HUMAN RESOURCES AND IS COMMITTED TO SERVING HR PROFESSIONALS IN THE COMMUNITY THROUGH THE ADVANCEMENT OF THE HR PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0564
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056163
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt067517
IRS990EZ/TotalProgramServiceExpensesAmt056163
IRS990EZ/TotalRevenueAmt071642
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MYSHRA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEETING SPONSORS. AMOUNT: 3,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: WEBSITE. AMOUNT: 2,602. DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 966. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,231. DESCRIPTION: INSURANCE. AMOUNT: 2,663. DESCRIPTION: CONFERENCES. AMOUNT: 5,221. TOTAL TO FORM 990-EZ, LINE 16: 16,683.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE GOERKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09419284679
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARASOTA MANATEE HUMAN RESOURCES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0650145670
ReturnHeader/Filer/PhoneNum09419284679
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 49374
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034230
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591753337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERKERING BARBERIO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 49348
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342306348
ReturnHeader/PreparerPersonGrp/PhoneNum09413654617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA U STONER
ReturnHeader/ReturnTs02024-02-15T17:47:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DENISE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOERKE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings