Civic Intelligence

The Society for Human Resource Mgmt of New Mexico State Council

990 • Fiscal year 2018 • EIN 85-0373836

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

PO Box 3008Albuquerque, NM 87190

(505) 205-8055

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

6th percentile

-47%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

251%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$19,363

Down $17,386 (-47%) from 2017

Net Assets

Down

$19,363

Down $17,386 (-47%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$221,799

Up $158,600 (+251%) from 2017

Expenses

Up

$246,685

Up $166,603 (+208%) from 2017

Net Income

Down

-$24,886

Down $8,003 (-47%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $137,116Liabilities 2011: $02011Assets 2012: $145,549Liabilities 2012: $02012Assets 2013: $100,300Liabilities 2013: $02013Assets 2014: $95,826Liabilities 2014: $02014Assets 2015: $48,042Liabilities 2015: $02015Assets 2016: $53,632Liabilities 2016: $02016Assets 2017: $36,749Liabilities 2017: $0Net Assets 2017: $36,7492017Assets 2018: $19,363Liabilities 2018: $0Net Assets 2018: $19,3632018Assets 2019: $49,511Net Assets 2019: $49,5112019Assets 2020: $49,000Liabilities 2020: $442Net Assets 2020: $48,5582020Assets 2021: $83,596Net Assets 2021: $83,5962021Assets 2022: $147,719Liabilities 2022: $0Net Assets 2022: $147,7192022Assets 2023: $149,478Liabilities 2023: $0Net Assets 2023: $149,4782023Assets 2024: $109,079Liabilities 2024: $0Net Assets 2024: $109,0792024

Highlighted filing

2018

Assets$19,363
Liabilities$0
Net Assets$19,363

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $45,272Expenses 2011: $43,290Net Income 2011: $1,9822011Revenue 2012: $132,565Expenses 2012: $124,132Net Income 2012: $8,4332012Revenue 2013: $46,041Expenses 2013: $91,290Net Income 2013: -$45,2492013Revenue 2014: $154,593Expenses 2014: $159,067Net Income 2014: -$4,4742014Revenue 2015: $41,541Expenses 2015: $89,325Net Income 2015: -$47,7842015Revenue 2016: $194,283Expenses 2016: $188,693Net Income 2016: $5,5902016Revenue 2017: $63,199Expenses 2017: $80,082Net Income 2017: -$16,8832017Revenue 2018: $221,799Expenses 2018: $246,685Net Income 2018: -$24,8862018Revenue 2019: $129,289Expenses 2019: $99,216Net Income 2019: $30,0732019Revenue 2020: $22,766Expenses 2020: $23,719Net Income 2020: -$9532020Revenue 2021: $90,660Expenses 2021: $55,622Net Income 2021: $35,0382021Revenue 2022: $209,754Expenses 2022: $145,381Net Income 2022: $64,3732022Revenue 2023: $222,935Expenses 2023: $221,176Net Income 2023: $1,7592023Revenue 2024: $275,088Expenses 2024: $315,487Net Income 2024: -$40,3992024

Highlighted filing

2018

Revenue$221,799
Expenses$246,685
Net Income-$24,886
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$221,799
Mission and Program Overview

Mission

To promote the mission of the society for human resources management (shrm), to serve the needs of human resources professionals and advance the human resources profession. We aim to connect human resource professionals throughout new mexico, to provide support to affiliate shrm chapters in our state, and to act as a conduit in the communication network between national shrm and local chapters. We are volunteer leaders dedicated to the human resources profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,749$19,363▼ $17,386
Rtn Earn Endowment Incm Other Fnds$36,749$19,363▼ $17,386
Total Assets$36,749$19,363▼ $17,386
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,749$19,363▼ $17,386
Total Liabilities and Net Assets / Fund Balance$36,749$19,363▼ $17,386
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$21,800
Program Service Revenue
$197,940
Investment Income
$16
Other Revenue
$2,043
All Other Contributions
$21,800
Change in Net Assets
$-24,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$245,935
Grants and Similar Amounts Paid$750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$236,174$3,645-$239,819
Fees for Services Accounting$1,600$261-$1,861
Insurance$673$109-$782
Grants to Domestic Orgs$750--$750
Advertising$592--$592
Other Expenses$103$17-$120
All Other Expenses$80$13-$93
Total Functional Expenses$242,266$4,419$0$246,685
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$1,771
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
Annual disclosure for covered persons
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
Conflict-of-interest policy
Yes
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

The president will review the form 990 before signing.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
The Society for Human Resource
EIN
85-0373836
Phone
5052058055
Address
PO BOX 3008, ALBUQUERQUE, NM 87190

Signing Officer

Name
Barbara Marcus
Title
President
Phone
5052058055
Signed
2019-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Marcus
Formed
2016
Legal Domicile
Nm
Voting Board Members
31
Independent Board Members
31
Employees
0
Volunteers
25

Preparer

Firm
Pulakos Cpas Pc
Address
5921 JEFFERSON ST NE, ALBUQUERQUE, NM 87109
Preparer
Robert a Depasquale
Phone
5053381500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To promote the mission of the society for human resources management (shrm), to serve the needs of human resources professionals and advance the human resources profession. We aim to connect human resource professionals throughout new mexico, to provide support to affiliate shrm chapters in our state, and to act as a conduit in the communication network between national shrm and local chapters. We are volunteer leaders dedicated to the human resources profession.

Form 990, Page 2, Part III, Line 4A

Events of the year january leadership conference: each january, shrm nm state council holds a leadership conference. The participants include the shrm nm state council board of directors as well as the boards from each of the 4 local shrm chapters, located in las cruces, albuquerque, santa fe and farmington. The purpose of this event is threefold: leadership training with a guest speaker who provides guidance to all in their leadership roles. Team building and collaboration among those holding the same or similar positions on their different boards so that they develop a network within their area of responsibility. Developing a stronger connection between the shrm nm state council and the local shrm chapters. 2018 state conference the 2018 shrm nm state conference was held in april, 2018. The event spanned three days and it proved to be an unforgettable immersion experience within the profession of human resources, and with amazing presentations, both by keynote speakers and by those presenting during concurrent sessions, the attendees were provided with: education within the field presentation of new trends and cutting-edge ideas to better perform their duties inspiration from speakers who told their stories with passion and adventure about their personal journey within the human resources profession. This conference was truly memorable for all who attended as it provided the attendees with tools and takeaways for their own duties. Although expenses were quite high, the contents of the event left the attendees enthusiastic and encouraged to put much of what they learned into practice. 2018 regional meeting each year the state director and director elect, as well as the membership director, meets with all other individuals in the same role in all 50 states across the nation at a central location for meeting with the national shrm officers to learn more about the national shrm initiatives of the year. In 2018 the initiatives revolved around membership, and the emerging young professionals in human resources. We were happy to share that the shrm nm state council welcomes emerging young professionals from each of the state's universities and colleges that host an active shrm student chapter. In 2018, we had two active chapters - unm and nmsu. 2018 volunteer leadership summit shrm national hosts an annual volunteer leadership summit to bring together the volunteer leaders on both the state and local levels to provide an opportunity to meet the national shrm leaders and hear their goals and objectives for the following year as well as giving participants the opportunity to learn and share ideas with their cohorts across the nation on running their organizations, ideas for areas like leadership direction, membership, certification, and networking. The highlight of this summit is the opportunity to visit capital hill and meet with the state legislatures on items of priority to the human resources profession. Led by our ceo, johnny taylor, jr., shrm has been asked to testify before congress on such bills as the flexible workplace act, which was received very favorably. 2018 quarterly meetings quarterly meetings are typically held in january, april, july/august, and october. They are usually held in a central location in the albuquerque area. This year, we tried something different. As a result of all of the efforts put into the 2018 state conference, we held our april quarterly meeting as a virtual meeting for the first time in april. The meeting lasted a little over 3 hours and all business was conducted as a normal meeting, and as a result, we now have another method to hold a quarterly meeting efficiently and at a cost savings. However, it definitely impacted the human interchange of ideas and face to face interaction. Membership efforts in an effort to continue gaining membership in 2018 for shrm new mexico, both on a national and on a local chapter level, the membership c-directors worked in conjunction with the 4 local shrm chap

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IRS990/Desc0EVENTS OF THE YEAR JANUARY LEADERSHIP CONFERENCE: EACH JANUARY, SHRM NM STATE COUNCIL HOLDS A LEADERSHIP CONFERENCE. THE PARTICIPANTS INCLUDE THE SHRM NM STATE COUNCIL BOARD OF DIRECTORS AS WELL AS THE BOARDS FROM EACH OF THE 4 LOCAL SHRM CHAPTERS, LOCATED IN LAS CRUCES, ALBUQUERQUE, SANTA FE AND FARMINGTON. THE PURPOSE OF THIS EVENT IS THREEFOLD: LEADERSHIP TRAINING WITH A GUEST SPEAKER WHO PROVIDES GUIDANCE TO ALL IN THEIR LEADERSHIP ROLES. TEAM BUILDING AND COLLABORATION AMONG THOSE HOLDING THE SAME OR SIMILAR POSITIONS ON THEIR DIFFERENT BOARDS SO THAT THEY DEVELOP A NETWORK WITHIN THEIR AREA OF RESPONSIBILITY. DEVELOPING A STRONGER CONNECTION BETWEEN THE SHRM NM STATE COUNCIL AND THE LOCAL SHRM CHAPTERS. 2018 STATE CONFERENCE THE 2018 SHRM NM STATE CONFERENCE WAS HELD IN APRIL, 2018. THE EVENT SPANNED THREE DAYS AND IT PROVED TO BE AN UNFORGETTABLE IMMERSION EXPERIENCE WITHIN THE PROFESSION OF HUMAN RESOURCES, AND WITH AMAZING PRESENTATIONS, BOTH BY KEYNOTE SPEAKERS AND BY THOSE PRESENTING DURING CONCURRENT SESSIONS, THE ATTENDEES WERE PROVIDED WITH: EDUCATION WITHIN THE FIELD PRESENTATION OF NEW TRENDS AND CUTTING-EDGE IDEAS TO BETTER PERFORM THEIR DUTIES INSPIRATION FROM SPEAKERS WHO TOLD THEIR STORIES WITH PASSION AND ADVENTURE ABOUT THEIR PERSONAL JOURNEY WITHIN THE HUMAN RESOURCES PROFESSION. THIS CONFERENCE WAS TRULY MEMORABLE FOR ALL WHO ATTENDED AS IT PROVIDED THE ATTENDEES WITH TOOLS AND TAKEAWAYS FOR THEIR OWN DUTIES. ALTHOUGH EXPENSES WERE QUITE HIGH, THE CONTENTS OF THE EVENT LEFT THE ATTENDEES ENTHUSIASTIC AND ENCOURAGED TO PUT MUCH OF WHAT THEY LEARNED INTO PRACTICE. 2018 REGIONAL MEETING EACH YEAR THE STATE DIRECTOR AND DIRECTOR ELECT, AS WELL AS THE MEMBERSHIP DIRECTOR, MEETS WITH ALL OTHER INDIVIDUALS IN THE SAME ROLE IN ALL 50 STATES ACROSS THE NATION AT A CENTRAL LOCATION FOR MEETING WITH THE NATIONAL SHRM OFFICERS TO LEARN MORE ABOUT THE NATIONAL SHRM INITIATIVES OF THE YEAR. IN 2018 THE INITIATIVES REVOLVED AROUND MEMBERSHIP, AND THE EMERGING YOUNG PROFESSIONALS IN HUMAN RESOURCES. WE WERE HAPPY TO SHARE THAT THE SHRM NM STATE COUNCIL WELCOMES EMERGING YOUNG PROFESSIONALS FROM EACH OF THE STATE'S UNIVERSITIES AND COLLEGES THAT HOST AN ACTIVE SHRM STUDENT CHAPTER. IN 2018, WE HAD TWO ACTIVE CHAPTERS - UNM AND NMSU. 2018 VOLUNTEER LEADERSHIP SUMMIT SHRM NATIONAL HOSTS AN ANNUAL VOLUNTEER LEADERSHIP SUMMIT TO BRING TOGETHER THE VOLUNTEER LEADERS ON BOTH THE STATE AND LOCAL LEVELS TO PROVIDE AN OPPORTUNITY TO MEET THE NATIONAL SHRM LEADERS AND HEAR THEIR GOALS AND OBJECTIVES FOR THE FOLLOWING YEAR AS WELL AS GIVING PARTICIPANTS THE OPPORTUNITY TO LEARN AND SHARE IDEAS WITH THEIR COHORTS ACROSS THE NATION ON RUNNING THEIR ORGANIZATIONS, IDEAS FOR AREAS LIKE LEADERSHIP DIRECTION, MEMBERSHIP, CERTIFICATION, AND NETWORKING. THE HIGHLIGHT OF THIS SUMMIT IS THE OPPORTUNITY TO VISIT CAPITAL HILL AND MEET WITH THE STATE LEGISLATURES ON ITEMS OF PRIORITY TO THE HUMAN RESOURCES PROFESSION. LED BY OUR CEO, JOHNNY TAYLOR, JR., SHRM HAS BEEN ASKED TO TESTIFY BEFORE CONGRESS ON SUCH BILLS AS THE FLEXIBLE WORKPLACE ACT, WHICH WAS RECEIVED VERY FAVORABLY. 2018 QUARTERLY MEETINGS QUARTERLY MEETINGS ARE TYPICALLY HELD IN JANUARY, APRIL, JULY/AUGUST, AND OCTOBER. THEY ARE USUALLY HELD IN A CENTRAL LOCATION IN THE ALBUQUERQUE AREA. THIS YEAR, WE TRIED SOMETHING DIFFERENT. AS A RESULT OF ALL OF THE EFFORTS PUT INTO THE 2018 STATE CONFERENCE, WE HELD OUR APRIL QUARTERLY MEETING AS A VIRTUAL MEETING FOR THE FIRST TIME IN APRIL. THE MEETING LASTED A LITTLE OVER 3 HOURS AND ALL BUSINESS WAS CONDUCTED AS A NORMAL MEETING, AND AS A RESULT, WE NOW HAVE ANOTHER METHOD TO HOLD A QUARTERLY MEETING EFFICIENTLY AND AT A COST SAVINGS. HOWEVER, IT DEFINITELY IMPACTED THE HUMAN INTERCHANGE OF IDEAS AND FACE TO FACE INTERACTION. MEMBERSHIP EFFORTS IN AN EFFORT TO CONTINUE GAINING MEMBERSHIP IN 2018 FOR SHRM NEW MEXICO, BOTH ON A NATIONAL AND ON A LOCAL CHAPTER LEVEL, THE MEMBERSHIP C-DIRECTORS WORKED IN CONJUNCTION WITH THE 4 LOCAL SHRM CHAP
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IRS990/MissionDesc0TO PROMOTE THE MISSION OF THE SOCIETY FOR HUMAN RESOURCES MANAGEMENT (SHRM), TO SERVE THE NEEDS OF HUMAN RESOURCES PROFESSIONALS AND ADVANCE THE HUMAN RESOURCES PROFESSION. WE AIM TO CONNECT HUMAN RESOURCE PROFESSIONALS THROUGHOUT NEW MEXICO, TO PROVIDE SUPPORT TO AFFILIATE SHRM CHAPTERS IN OUR STATE, AND TO ACT AS A CONDUIT IN THE COMMUNICATION NETWORK BETWEEN NATIONAL SHRM AND LOCAL CHAPTERS. WE ARE VOLUNTEER LEADERS DEDICATED TO THE HUMAN RESOURCES PROFESSION.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$2.75$3.15$0.40
2023Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$2.23$2.21$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$2.10$1.45$0.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.84$0.91$0.56$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.23$0.24$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.50$1.29$0.99$0.30
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$2.22$2.47$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.63$0.80$0.17
2016Summary only. Only limited summary data is available for this year.$0.54$0.00$1.94$1.89$0.06
2015Summary only. Only limited summary data is available for this year.$0.48$0.00$0.42$0.89$0.48
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$1.55$1.59$0.04
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.46$0.91$0.45
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$1.33$1.24$0.08
2011Summary only. Only limited summary data is available for this year.$1.37$0.00$0.45$0.43$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)6 • <$500k nonprofits