SAN DIEGO SOCIETY FOR HUMAN RESOURCE MANAGEMENT (EIN 237422870) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1945

Legal Domicile

Principal Officer

SARAH CALFEE

Phone

8589887476

Tax Period

2024-01-01 to 2024-12-31

SAN DIEGO SOCIETY FOR HUMAN RESOURCE MANAGEMENT, founded in 1945, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $211K left a modest 13% surplus.

Mission

PROFESSIONAL ASSOCIATION DEDICATED TO PROMOTING HUMAN RESOURCE MANAGEMENT THROUGH NETWORKING, EDUCATION AND CERTIFICATION RENEWAL PROGRAMS. THE ASSOCIATION WORKS TO PROVIDE ITS MEMBERS ACCESS TO THE SHRM COMPETENCY MODEL IN A WAY THAT MAXIMIZES THEIR ABILITY TO IMPACT THE SUCCESS OF THEIR ORGANIZATIONS AND TO BE THE RECOGNIZED VOICE OF THE HUMAN RESOURCES PROFESSION WITHIN THE ASSOCIATION'S SERVICE AREA

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $88,941

Program Service Revenue $148,378

Investment Income $4,878

Other Revenue $0

TOTAL REVENUE $242,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $210,987

TOTAL EXPENSES $210,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,197	$212,672	+0.1%
Expenses	$210,987	$234,189	-0.1%
Net Income	$31,210	$-21,517	-2.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH CALFEE	PRESIDENT	5.00	Officer Director	$0	$0	$0
KRISTIN DIGGS	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
PATTI CUTHILL	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
ANDY COVELL	TREASURER	2.00	Officer Director	$0	$0	$0
SALLY WILSON	SECRETARY	2.00	Officer Director	$0	$0	$0
LIZ ALVARADO	SECRETARY	2.00	Officer Director	$0	$0	$0
DARCEY GRODEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
PAUL LUANGKHOT	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DEANDREA BRAZEL	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
AMY JARAMILLO	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ANDREW LLOYD-CORONADO	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
VAISHNAVI SRIDHARR	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DEVIN HUGHES	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DAVID BLAKE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$242,197	$210,987	$132,434	$31,210
2023	$212,672	$234,189	$109,845	$-21,517
2022	$212,772	$143,147	$165,846	$69,625
2021	$148,100	$172,725	$78,316	$-24,625
2020	$210,986	$178,958	$77,134	$32,028
2019	$269,957	$232,390	$45,119	$37,567
2018	$218,140	$251,749	$37,939	$-33,609

SAN DIEGO SOCIETY FOR HUMAN RESOURCE MANAGEMENT