Civic Intelligence

Southwest Washington Shrm

EIN 91-2052754 • 501(c)6 • Vancouver, WA

Profile

Business Association of human Resources Management Professionals

PO Box 871285Vancouver, WA 98687

www.swshrm.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

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

Liabilities / Revenue

50th percentile

0.00x

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

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

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

32nd percentile

-12%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Down

$72,832

Down $10,027 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$72,832

Down $10,027 (-12%) from 2023

Revenue

Up

$84,793

Up $9,222 (+12%) from 2023

Expenses

Up

$94,820

Up $5,633 (+6.3%) from 2023

Net Income

Up

-$10,027

Up $3,589 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $41,222Net Assets 2010: $41,2222010Assets 2011: $46,487Liabilities 2011: $0Net Assets 2011: $46,4872011Assets 2012: $48,125Liabilities 2012: $02012Assets 2013: $52,776Liabilities 2013: $0Net Assets 2013: $52,7762013Assets 2014: $57,233Liabilities 2014: $0Net Assets 2014: $57,2332014Assets 2015: $65,130Liabilities 2015: $0Net Assets 2015: $65,1302015Assets 2018: $81,763Liabilities 2018: $0Net Assets 2018: $81,7632018Assets 2019: $85,821Liabilities 2019: $0Net Assets 2019: $85,8212019Assets 2022: $96,475Liabilities 2022: $0Net Assets 2022: $96,4752022Assets 2023: $82,859Liabilities 2023: $0Net Assets 2023: $82,8592023Assets 2024: $72,832Liabilities 2024: $0Net Assets 2024: $72,8322024

Highlighted filing

2024

Assets$72,832
Liabilities$0
Net Assets$72,832

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $46,688Expenses 2010: $43,459Net Income 2010: $3,2292010Revenue 2011: $38,684Expenses 2011: $33,419Net Income 2011: $5,2652011Revenue 2012: $52,647Expenses 2012: $51,009Net Income 2012: $1,6382012Revenue 2013: $50,740Expenses 2013: $46,094Net Income 2013: $4,6462013Revenue 2014: $40,040Expenses 2014: $35,583Net Income 2014: $4,4572014Revenue 2015: $40,248Expenses 2015: $32,351Net Income 2015: $7,8972015Revenue 2018: $67,259Expenses 2018: $62,028Net Income 2018: $5,2312018Revenue 2019: $67,246Expenses 2019: $63,188Net Income 2019: $4,0582019Revenue 2022: $62,159Expenses 2022: $58,067Net Income 2022: $4,0922022Revenue 2023: $75,571Expenses 2023: $89,187Net Income 2023: -$13,6162023Revenue 2024: $84,793Expenses 2024: $94,820Net Income 2024: -$10,0272024

Highlighted filing

2024

Revenue$84,793
Expenses$94,820
Net Income-$10,027

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$84,793
Mission and Program Overview

Mission

Business Association of human Resources Management Professionals

To be the premier resource for leadership and development for human resource professionals and organizations within southwest washington. To provide a forum for the personal and professional development of members. To provide an opportunity to develop leadership, managerial, public speaking and group decision making skills. To provide an arena for the development of trusted relationships where common problems can be discussed and deliberated. To provide an opportunity to focus on current human resource management issues of importance to our members. To provide focus for legislative attention to state and national human resource management issues. To provide valuable information gathering and dissemination channels. To provide a pool of human resource management leaders of perpetuation of the association and of shrm. To serve as an important vehicle for introducing human resource management professionals to shrm.

Program Services

DescriptionGrantsExpenses
SW SHRM ANNUAL CONFERENCE. HOSTED AN ANNUAL HUMAN RESOURCES CONFERENCE THAT PROVIDED BEST PRACTICES AND CONTINUING EDUCATION.$0$51,011
SW SHRM LUNCHEONS. HOSTED MONTHLY LUNCHEONS WHICH COVERED TOPICS SUCH AS HUMAN RESOURCES LEGAL UPDATES, PAY EQUITY PRACTICES, CAREER EXPLORATION, GLOBAL CULTURE, DIVERSITY AND INCLUSION.$0$22,882
HOSTED RECURRING DIGITAL MEETINGS TO DISCUSS HOT TOPICS RELATED TO HUMAN RESOURCES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA NAUGLEDirector-$0--
JEAN BACKDirector-$0--
JEN LOWRANCEDirector-$0--
MEREDITH RONAYNEDirector-$0--
NATALIE FAIRCHILDDirector-$0--
TAMARA RUSSELLDirector-$0--
TATHINA RICHARDSDirector-$0--
TERESA WHEELERDirector-$0--
ERIN DOEHRINGDirector-$0--
AMY OTTDirector-$0--
CERISE JOLLIVERDirector-$0--
JASMINE TOLBERTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Washington Shrm
EIN
91-2052754
Phone
3607198902
Address
PO BOX 871285, VANCOUVER, WA 98687

Signing Officer

Name
Julie Schuh
Title
Treasurer
Phone
3607198902
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Surkay Mai CPA LLC
Address
PO BOX 1360, RIDGEFIELD, WA 98642
Preparer
Surkay Mai
Phone
9174027701
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1,324.

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

Description: event venues. Amount: 65,407. Description: event marketing. Amount: 4,426. Description: event supplies. Amount: 3,863. Description: merchant fees. Amount: 2,780. Description: financial review and tax preparation. Amount: 2,580. Description: dues and subscriptions. Amount: 1,256. Description: insurance. Amount: 1,730. Description: board expenses. Amount: 3,735. Description: website and email. Amount: 1,522. Description: online tools. Amount: 3,999. Description: meetings. Amount: 3,290. Total to form 990-ez, line 16: 94,588.

Form 990-ez, Part II, Line 24 - Other Assets

Description: venue deposits. Beg. Of year amount: 6,900. End of year amount: 0.

Raw XML Appendix220 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/PrimaryExemptPurposeTxt0TO BE THE PREMIER RESOURCE FOR LEADERSHIP AND DEVELOPMENT FOR HUMAN RESOURCE PROFESSIONALS AND ORGANIZATIONS WITHIN SOUTHWEST WASHINGTON. TO PROVIDE A FORUM FOR THE PERSONAL AND PROFESSIONAL DEVELOPMENT OF MEMBERS. TO PROVIDE AN OPPORTUNITY TO DEVELOP LEADERSHIP, MANAGERIAL, PUBLIC SPEAKING AND GROUP DECISION MAKING SKILLS. TO PROVIDE AN ARENA FOR THE DEVELOPMENT OF TRUSTED RELATIONSHIPS WHERE COMMON PROBLEMS CAN BE DISCUSSED AND DELIBERATED. TO PROVIDE AN OPPORTUNITY TO FOCUS ON CURRENT HUMAN RESOURCE MANAGEMENT ISSUES OF IMPORTANCE TO OUR MEMBERS. TO PROVIDE FOCUS FOR LEGISLATIVE ATTENTION TO STATE AND NATIONAL HUMAN RESOURCE MANAGEMENT ISSUES. TO PROVIDE VALUABLE INFORMATION GATHERING AND DISSEMINATION CHANNELS. TO PROVIDE A POOL OF HUMAN RESOURCE MANAGEMENT LEADERS OF PERPETUATION OF THE ASSOCIATION AND OF SHRM. TO SERVE AS AN IMPORTANT VEHICLE FOR INTRODUCING HUMAN RESOURCE MANAGEMENT PROFESSIONALS TO SHRM.
IRS990EZ/PrintingPublicationsPostageAmt0232
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SW SHRM ANNUAL CONFERENCE. HOSTED AN ANNUAL HUMAN RESOURCES CONFERENCE THAT PROVIDED BEST PRACTICES AND CONTINUING EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SW SHRM LUNCHEONS. HOSTED MONTHLY LUNCHEONS WHICH COVERED TOPICS SUCH AS HUMAN RESOURCES LEGAL UPDATES, PAY EQUITY PRACTICES, CAREER EXPLORATION, GLOBAL CULTURE, DIVERSITY AND INCLUSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HOSTED RECURRING DIGITAL MEETINGS TO DISCUSS HOT TOPICS RELATED TO HUMAN RESOURCES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,324.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EVENT VENUES. AMOUNT: 65,407. DESCRIPTION: EVENT MARKETING. AMOUNT: 4,426. DESCRIPTION: EVENT SUPPLIES. AMOUNT: 3,863. DESCRIPTION: MERCHANT FEES. AMOUNT: 2,780. DESCRIPTION: FINANCIAL REVIEW AND TAX PREPARATION. AMOUNT: 2,580. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 1,256. DESCRIPTION: INSURANCE. AMOUNT: 1,730. DESCRIPTION: BOARD EXPENSES. AMOUNT: 3,735. DESCRIPTION: WEBSITE AND EMAIL. AMOUNT: 1,522. DESCRIPTION: ONLINE TOOLS. AMOUNT: 3,999. DESCRIPTION: MEETINGS. AMOUNT: 3,290. TOTAL TO FORM 990-EZ, LINE 16: 94,588.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: VENUE DEPOSITS. BEG. OF YEAR AMOUNT: 6,900. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE SCHUH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03607198902
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST WASHINGTON SHRM
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ReturnHeader/Filer/EIN0912052754
ReturnHeader/Filer/PhoneNum03607198902
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ReturnHeader/Filer/USAddress/CityNm0VANCOUVER
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGEFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098642
ReturnHeader/PreparerPersonGrp/PhoneNum09174027701
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SURKAY MAI
ReturnHeader/ReturnTs02025-06-18T11:02:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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