Southeast Tennessee SHRM

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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

1997

Legal Domicile

Phone

4234322896

Tax Period

2025-01-01 to 2025-12-31

Southeast Tennessee SHRM, founded in 1997, is a micro nonprofit that reported $71K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $83K exceeded revenue, resulting in a 18% operating deficit.

Mission

We are an affiliate chapter of the Society for Human Resource Management and serve human resource professionals in Southeast Tennessee (formerly SHRM Chattanooga). Whether you are new to human resources or have many years of experience, Southeast Tennessee SHRM offers opportunities for networking, education, professional development and continued support of excellence in human resources.

Program Service Accomplishments

Program 1

PROGRAM EXPENSES ARE FOR SPEAKER FEES, BANQUET CHARGES AND CONFERENCE FEES/TRAVEL.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $50,656

Investment Income $19,861

Other Revenue $0

TOTAL REVENUE $70,517

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,645

Fundraising Expenses $0

Program Expenses $0

Other Expenses $68,319

TOTAL EXPENSES $82,964

Year-over-Year Comparison

	2025	2024	Change
Revenue	$70,517	$59,137	+0.2%
Expenses	$82,964	$75,309	+0.1%
Net Income	$-12,447	$-16,172	-0.2%

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

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
Carl Post	President-Elect	2.0	Officer Director	$0	$0	$0
DEBORAH DUNCAN	PRESIDENT	5.0	Officer Director	$0	$0	$0
Jenny Car	SECRETARY	2.0	Officer Director	$0	$0	$0
PAMELA SCHREINER	TREASURER	2.0	Officer Director	$0	$0	$0
RHONDA BEARD	PAST PRESIDENT	2.0	Officer Director	$0	$0	$0
Akil Lloyd	DIRECTOR	2.0	Director	$0	$0	$0
ANNA JONES	DIRECTOR	2.0	Director	$0	$0	$0
ASHBY ANGEL	DIRECTOR	2.0	Director	$0	$0	$0
JOHN STEELE	DIRECTOR	2.0	Director	$0	$0	$0
KATHERINE BURNETTE	DIRECTOR	2.0	Director	$0	$0	$0
MALLORY SMITH	DIRECTOR	2.0	Director	$0	$0	$0
PENNY MURRAY	DIRECTOR	2.0	Director	$0	$0	$0
ROSONIA BURTON	DIRECTOR	2.0	Director	$0	$0	$0
TINA CAMBA	DIRECTOR	2.0	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	$70,517	$82,964	$550,354	$-12,447
2024	$59,137	$75,309	$563,202	$-16,172
2023	$796,641	$518,727	$578,543	$277,914
2019	$458,824	$307,208	$368,515	$151,616