Civic Intelligence

Southwest Washington Shrm

990EZ • Fiscal year 2015 • EIN 91-2052754

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization Profilewww.swshrm.org
PO Box 871285Vancouver, WA 98687-1285

(360) 818-4595

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.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

83rd percentile

20%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

0.5%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$65,130

Up $7,897 (+14%) from 2014

Net Assets

Up

$65,130

Up $7,897 (+14%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin83rd percentile

Revenue

Up

$40,248

Up $208 (+0.5%) from 2014

Expenses

Down

$32,351

Down $3,232 (-9.1%) from 2014

Net Income

Up

$7,897

Up $3,440 (+77%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$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

2015

Assets$65,130
Liabilities$0
Net Assets$65,130
Open 2015 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$40,248
Expenses$32,351
Net Income$7,897
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Gross Receipts
$40,248
Mission and Program Overview

Mission

Business Association of human Resources Management Professionals

Program Services

DescriptionGrantsExpenses
Our board of directors felt that increasing our membership would, in turn, help our chapter gain more significant influence and impact in our local community. We determined that growing our membership in the short term would benefit the chapter longer term. Our five-year objective is to grow SHRM membership to 80% of total membership through achieving established annual membership goals with a first-year target of 5%. To achieve our goal, our Membership Committee, comprised of three members, developed a multi-pronged strategy and implemented various recruitment and marketing tactics. A team of ten members reached out to at-large SHRM members, small businesses and through the local Chamber of Commerce. In addition to those efforts, each chapter member identified at least one non-member colleague and contacted them about membership, utilizing the scripts in the Membership Recruitment and Retention Toolkit. Our web master ensured that our web site was current and updated frequently with the latest membership benefit information and upcoming chapter activities. We promoted SHRM membership on our chapter web site highlighting a different SHRM membership benefit each month and to our conference attendees by including an overview of SHRM member benefits to all attendees. After surveying chapter members, we created a brochure to communicate the benefits of being a member of our chapter and SHRM and distributed it to prospective members. We also sent monthly meeting press releases to the media. We monitored our progress through the SHRM Monthly Membership Report. As a result of our strategies and the activities designed to support our growth, we surpassed our goal increasing our in-chapter membership by 6.5%. This growth qualified us for Membership Super Star status. We will continue this long-term initiative and have set our goal at 7%. While it was challenging at the start of the year and we didn't see the immediate results, our momentum grew as we saw our numbers slowly start to grow. 2015 was our 2nd year into our chapter's college relations initiative established in 2014, which was centered around increasing engagement between the WSU student chapter and our chapter. Building relationships with HR students today, paves a smooth pathway for them to continue to engage with our chapter after graduation as professional members, and widens our talent pool for potential chapter leaders in the future. Our chapter's goal was to be seen as the leading provider of SHRM Certification credit- approved programming, and main resource for supporting and promoting SHRM certifications in Southwest Washington. Looking ahead, we are positioning our chapter to continue to be seen as relevant in serving the evolving professional development needs of HR in our local community now and in the future. Early in 2015, our chapter applied to become a SHRM Preferred Provider for the new SHRM Certifications. We heavily promoted the benefits of SHRM certification, and the Pathway option through our newsletters, website, and announcements at monthly luncheons. Beginning in April, we began awarding Professional Development Credits (PDCs) for all programs we offer. Our chapter had approximately 70% of HRCI certified members achieve SHRM Certification through Pathway by the end of 2015. Increasing membership was a high priority goal in 2015, due to membership lagging over the past several years. Our first goal was to simply maintain our current members in 2015, and our stretch goal was to increase membership by 1%, every year over the next 3 years. We set this goal to be realistic about our ability to achieve it, given we did not have a volunteer to fill the Membership Director role in 2015. To work towards accomplishing our membership goal, we appointed an enthusiastic member to the position of Membership Coordinator. The membership coordinator ensured that membership applications were available at our monthly educational events, and that membership information was included in our newsletters, and other forms of communication. She also started hosting monthly membership drive networking events. These were free events that also included a guest speaker on a HR topic to draw interest and attendance. We also held our first Volunteer Leader Recruitment Event, intended to inform the HR community about SHRM and our chapter to draw interest in joining both organizations, and explore opportunities to get involved through chapter volunteer leadership. Lastly, to increase our presence and reputation to a broader audience within the HR and business community, we hired a world-renowned speaker as a keynote presenter at our annual conference. This is the first time we have paid for a speaker, but felt the investment in the speaker fee would draw the interest of a new and larger audience, hence, introducing them to our chapter. Our effort to increase outreach and visibility in the community was fruitful in gaining a broader audience at our events, particularly our annual conference where we had a record high of non-member attendees. Hence, we are gaining momentum in the right direction, but our efforts have not yet translated into increased membership. In 2015 we did great work in planting the seeds, in which we anticipate seeing the fruit of that labor come in 2016.$0$24,649
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meridith Green M Ed SPHRPresident-$0--
Amy Robinson JD SPHRPast-President-$0--
Matt Elmgren MBATreasurer-$0--
Jennifer Lawrence SPHRSecretary-$0--
Holly Hallquest SPHRDirector-$0--
Raine Lunke PHRDirector-$0--
Jeannette Hazen CCPDirector-$0--
Valerie EbingerDirector-$0--
LaTonya GoldenDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Washington SHRM
EIN
91-2052754
Phone
3608184595
Address
PO Box 871285, Vancouver, WA 98687-1285

Signing Officer

Name
Rhonda Stephens
Title
Treasurer
Phone
3608280628
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Rene D Deras CPA
Address
5436 SE 140th Ave, Portland, OR 97236
Preparer
Rene Deras
Phone
5038076785
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Program Expenses;24649|Management Expenses;7702^Total;32351^”

Raw XML Appendix161 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our board of directors felt that increasing our membership would, in turn, help our chapter gain more significant influence and impact in our local community. We determined that growing our membership in the short term would benefit the chapter longer term. Our five-year objective is to grow SHRM membership to 80% of total membership through achieving established annual membership goals with a first-year target of 5%. To achieve our goal, our Membership Committee, comprised of three members, developed a multi-pronged strategy and implemented various recruitment and marketing tactics. A team of ten members reached out to at-large SHRM members, small businesses and through the local Chamber of Commerce. In addition to those efforts, each chapter member identified at least one non-member colleague and contacted them about membership, utilizing the scripts in the Membership Recruitment and Retention Toolkit. Our web master ensured that our web site was current and updated frequently with the latest membership benefit information and upcoming chapter activities. We promoted SHRM membership on our chapter web site highlighting a different SHRM membership benefit each month and to our conference attendees by including an overview of SHRM member benefits to all attendees. After surveying chapter members, we created a brochure to communicate the benefits of being a member of our chapter and SHRM and distributed it to prospective members. We also sent monthly meeting press releases to the media. We monitored our progress through the SHRM Monthly Membership Report. As a result of our strategies and the activities designed to support our growth, we surpassed our goal increasing our in-chapter membership by 6.5%. This growth qualified us for Membership Super Star status. We will continue this long-term initiative and have set our goal at 7%. While it was challenging at the start of the year and we didn't see the immediate results, our momentum grew as we saw our numbers slowly start to grow. 2015 was our 2nd year into our chapter's college relations initiative established in 2014, which was centered around increasing engagement between the WSU student chapter and our chapter. Building relationships with HR students today, paves a smooth pathway for them to continue to engage with our chapter after graduation as professional members, and widens our talent pool for potential chapter leaders in the future. Our chapter's goal was to be seen as the leading provider of SHRM Certification credit- approved programming, and main resource for supporting and promoting SHRM certifications in Southwest Washington. Looking ahead, we are positioning our chapter to continue to be seen as relevant in serving the evolving professional development needs of HR in our local community now and in the future. Early in 2015, our chapter applied to become a SHRM Preferred Provider for the new SHRM Certifications. We heavily promoted the benefits of SHRM certification, and the Pathway option through our newsletters, website, and announcements at monthly luncheons. Beginning in April, we began awarding Professional Development Credits (PDCs) for all programs we offer. Our chapter had approximately 70% of HRCI certified members achieve SHRM Certification through Pathway by the end of 2015. Increasing membership was a high priority goal in 2015, due to membership lagging over the past several years. Our first goal was to simply maintain our current members in 2015, and our stretch goal was to increase membership by 1%, every year over the next 3 years. We set this goal to be realistic about our ability to achieve it, given we did not have a volunteer to fill the Membership Director role in 2015. To work towards accomplishing our membership goal, we appointed an enthusiastic member to the position of Membership Coordinator. The membership coordinator ensured that membership applications were available at our monthly educational events, and that membership information wa
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,130
Liabilities
$0
Net assets
$65,130
Revenue
$40,248
Expenses
$32,351
Net income
$7,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$84.8$94.8$10.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.9$0.00$82.9$75.6$89.2$13.6
2022Detailed filing. Detailed filing data is available for this year.$96.5$0.00$96.5$62.2$58.1$4.09
2019Detailed filing. Detailed filing data is available for this year.$85.8$0.00$85.8$67.2$63.2$4.06
2018Detailed filing. Detailed filing data is available for this year.$81.8$0.00$81.8$67.3$62.0$5.23
2015Detailed filing. Detailed filing data is available for this year.$65.1$0.00$65.1$40.2$32.4$7.90
2014Detailed filing. Detailed filing data is available for this year.$57.2$0.00$57.2$40.0$35.6$4.46
2013Detailed filing. Detailed filing data is available for this year.$52.8$0.00$52.8$50.7$46.1$4.65
2012Summary only. Only limited summary data is available for this year.$48.1$0.00$52.6$51.0$1.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.5$0.00$46.5$38.7$33.4$5.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.2$41.2$46.7$43.5$3.23