Civic Intelligence

Shrm of Greater Phoenix

990EZ • Fiscal year 2016 • EIN 86-0198072

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 07, 2017

PO Box 7631Phoenix, AZ 85011-7631

(602) 343-6278

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

65th percentile

8.0%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

8.5%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$157,113

Up $12,282 (+8.5%) from 2015

Net Assets

Up

$157,113

Up $12,282 (+8.5%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$153,247

Down $33,445 (-18%) from 2015

Expenses

Down

$140,965

Down $5,258 (-3.6%) from 2015

Net Income

Down

$12,282

Down $28,187 (-70%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $92,363Net Assets 2011: $92,3632011Assets 2012: $149,909Net Assets 2012: $149,9092012Assets 2014: $104,362Net Assets 2014: $104,3622014Assets 2015: $144,831Net Assets 2015: $144,8312015Assets 2016: $157,113Liabilities 2016: $0Net Assets 2016: $157,1132016Assets 2017: $152,532Net Assets 2017: $152,5322017Assets 2018: $140,525Net Assets 2018: $140,5252018Assets 2019: $180,445Net Assets 2019: $180,4452019Assets 2020: $170,210Net Assets 2020: $170,2102020Assets 2021: $164,273Net Assets 2021: $164,2732021Assets 2022: $236,397Liabilities 2022: $0Net Assets 2022: $236,3972022Assets 2023: $297,442Liabilities 2023: $0Net Assets 2023: $297,4422023Assets 2024: $326,340Liabilities 2024: $0Net Assets 2024: $326,3402024

Highlighted filing

2016

Assets$157,113
Liabilities$0
Net Assets$157,113

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $97,750Expenses 2011: $97,211Net Income 2011: $5392011Revenue 2012: $147,638Expenses 2012: $90,092Net Income 2012: $57,5462012Revenue 2014: $124,849Expenses 2014: $169,607Net Income 2014: -$44,7582014Revenue 2015: $186,692Expenses 2015: $146,223Net Income 2015: $40,4692015Revenue 2016: $153,247Expenses 2016: $140,965Net Income 2016: $12,2822016Revenue 2017: $127,685Expenses 2017: $132,266Net Income 2017: -$4,5812017Revenue 2018: $113,783Expenses 2018: $125,790Net Income 2018: -$12,0072018Revenue 2019: $166,262Expenses 2019: $126,342Net Income 2019: $39,9202019Revenue 2020: $127,960Expenses 2020: $138,195Net Income 2020: -$10,2352020Revenue 2021: $100,068Expenses 2021: $106,005Net Income 2021: -$5,9372021Revenue 2022: $221,120Expenses 2022: $148,996Net Income 2022: $72,1242022Revenue 2023: $180,935Expenses 2023: $119,890Net Income 2023: $61,0452023Revenue 2024: $167,624Expenses 2024: $138,726Net Income 2024: $28,8982024

Highlighted filing

2016

Revenue$153,247
Expenses$140,965
Net Income$12,282
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 7, 2017
Return Version
2016v3.0
Gross Receipts
$153,247
Mission and Program Overview

Mission

To promote and equip human resource professionals

Program Services

DescriptionGrantsExpenses
SHRMGP CONDUCTED OR PARTNERED OVER 30 CONTINUING EDUCATION EVENTS. WE SERVED A MEMBERSHIP OF OVER 480 MEMBERS. WE ADVERTISED, PARTNERED AND/OR HOSTED PARTNER ASSOCIATION EVENTS, SUCH AS ATRA, AZHREF, PHOENIX CHAMBER OF--
COMMERCE, AZSHRM, AZHRCC AND SHRM NATIONAL.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lorie BirkPresidentPT$0--
Linda MichaelsPresident-ElectPT$0--
Tony AbrahamPast PresidentPT$0--
Kevin GrindleSecretary-$0--
Amber HigginsFinancial Liaison-$0--
April MillerMembership Liaison-$0--
Cecilia BenavidesChair - West Valley-$0--
Eric KnottCollege Relations LiaisonPT$0--
Jennifer KnowlesHr Certif/North Valley Area Chair-$0--
Jessica PierceWorkforce Readiness Liaison-$0--
Matt WilsonPartnerships Liaison-$0--
Krisanne ElsnerSponsorship Liaison-$0--
Paul QuinnChair - Central Valley-$0--
Shannon TeixeiraMentorship Liaison-$0--
Stacy BensonShrm Foundation Liaison-$0--
Brent TregaskesCommunity Involvement Liaison-$0--
Dan HobaicaPrograms Liaison-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Shrm of Greater Phoenix
EIN
86-0198072
Phone
6023436278
Address
PO Box 7631, Phoenix, AZ 85011-7631

Signing Officer

Name
Amber Higgins
Title
Financial Liaison
Signed
2017-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Sechler CPA Pc
Address
921 E ORANGE DR, PHOENIX, AZ 85014
Preparer
Carolyn S Sechler
Phone
6022302700
Supplemental Narrative

Additional Explanations

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

Diversity event income 585

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

WEBSITE ADVERTISING 450

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

Newsletter advertising 400

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

Travel 519

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

Conferences, conventions, and meetings 44,167

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

Supplies 266

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

Bank service expenses 3,306

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

INSURANCE 1,218

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

Authors day expenses 8,029

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

HOLIDAY EXPENSES 2,823

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

Membership expenses 5,285

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

DUES AND SUBS 547

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

Legislative expenses 6,670

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

WEBSITE 4,495

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

Diversity committee 1,200

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

SPEAKER GIFTS 100

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

MISCELLANEOUS 3,949

Raw XML Appendix196 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0850023116
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lorie Birk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda Michaels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tony Abraham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kevin Grindle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amber Higgins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5April Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Cecilia Benavides
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Eric Knott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jennifer Knowles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jessica Pierce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Matt Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Krisanne Elsner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Paul Quinn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Shannon Teixeira
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Stacy Benson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Brent Tregaskes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Dan Hobaica
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chair - West Valley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7College Relations Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HR Certif/North Valley Area Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Workforce Readiness Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Partnerships Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Sponsorship Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Chair - Central Valley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Mentorship Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14SHRM Foundation Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Community Involvement Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Programs Liaison
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082574
IRS990EZ/OtherRevenueTotalAmt01435
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote and equip Human Resource professionals
IRS990EZ/PrintingPublicationsPostageAmt01024
IRS990EZ/ProgramServiceRevenueAmt061591
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SHRMGP CONDUCTED OR PARTNERED OVER 30 CONTINUING EDUCATION EVENTS. WE SERVED A MEMBERSHIP OF OVER 480 MEMBERS. WE ADVERTISED, PARTNERED AND/OR HOSTED PARTNER ASSOCIATION EVENTS, SUCH AS ATRA, AZHREF, PHOENIX CHAMBER OF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMERCE, AZSHRM, AZHRCC AND SHRM NATIONAL.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0140965
IRS990EZ/TotalRevenueAmt0153247
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.shrmgp.org
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/DuesAssessmentsAmt079164
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIVERSITY EVENT INCOME 585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE ADVERTISING 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEWSLETTER ADVERTISING 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel 519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, conventions, and meetings 44,167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies 266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK SERVICE EXPENSES 3,306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 1,218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AUTHORS DAY EXPENSES 8,029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HOLIDAY EXPENSES 2,823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBERSHIP EXPENSES 5,285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUES AND SUBS 547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LEGISLATIVE EXPENSES 6,670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13WEBSITE 4,495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DIVERSITY COMMITTEE 1,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SPEAKER GIFTS 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MISCELLANEOUS 3,949
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amber Higgins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Liaison
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHRM OF GREATER PHOENIX
ReturnHeader/Filer/BusinessNameControlTxt0SHRM
ReturnHeader/Filer/EIN0860198072
ReturnHeader/Filer/PhoneNum06023436278
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 7631
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0850117631
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D7FBCA614FA93A43998235DF0E43481AC903AEE0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E259EE71697CF24F78ABE1C588D8C1629087F991
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.56.6.144
ReturnHeader/FilingSecurityInformation/IPDt02017-03-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm021:55:31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0921 E ORANGE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085014
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN S SECHLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-07T03:25:30-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$1.68$1.39$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$1.81$1.20$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$2.21$1.49$0.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$1.64$1.00$1.06$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$1.70$1.28$1.38$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.80$1.80$1.66$1.26$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$1.41$1.14$1.26$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.53$1.53$1.28$1.32$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.53$1.41$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.45$1.45$1.87$1.46$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.25$1.70$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$1.50$1.48$0.90$0.58
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.92$0.98$0.97$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits