Society for Human Resource Management (EIN 340948453) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

JOHNNY C TAYLOR JR

Phone

7035483440

Tax Period

2023-01-01 to 2023-12-31

SOCIETY FOR HUMAN RESOURCE MANAGEMENT, founded in 1949, is a major nonprofit in the Community Improvement sector that reported $145.7M in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $131.6M left a modest 10% surplus.

Mission

SHRM'S MISSION IS TO SERVE THE NEEDS OF HUMAN RESOURCE PROFESSIONALS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $187,654,283

Investment Income $2,964,023

Other Revenue $8,066,231

TOTAL REVENUE $198,684,537

Expense Breakdown

Grants Paid $318,967

Salaries & Benefits $61,289,068

Fundraising Expenses $0

Other Expenses $145,802,611

TOTAL EXPENSES $207,410,646

Year-over-Year Comparison

	2023	2022	Change
Revenue	$198,684,537	$178,746,649	+0.1%
Expenses	$207,410,646	$171,170,798	+0.2%
Net Income	$-8,726,109	$7,575,851	-2.2%

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

446

Volunteers

33202

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

$5,681,915

Total Directors

$4,066,805

Key Employees

$4,397,946

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHNNY C TAYLOR JR	SHRM-SCP, PRESIDENT & CEO	39.0	Officer Director	$3,510,928	$129,627	$3,640,555
EMILY M DICKENS JD	SECRETARY, CHIEF OF STAFF.	40.0	Officer	$1,073,029	$71,768	$1,144,797
NICHOLAS SCHACHT SHRM-SCP	CHIEF COMMERCIAL OFFICER	40.0	Key Emp	$696,981	$180,029	$877,010
JIM LINK SHRM-SCP	CHRO	40.0	Key Emp	$722,320	$144,810	$867,130
SEAN P RODDY CPA	TREASURER & CFO	40.0	Officer	$797,605	$18,958	$816,563
MICHAEL AITKEN	CHIEF MEMBERSHIP OFFICER	40.0	Key Emp	$600,835	$156,342	$757,177
JAMES BANKS JR JD	GENERAL COUNSEL(THRU 6/2023)	40.0	Key Emp	$495,670	$215,177	$710,847
GEORGE RIVERA	SVP, SHRM ENTERPRISE SOLUTIONS	40.0	Highest	$652,069	$39,033	$691,102
ALEXANDER ALONSO PHD	CHIEF KNOWLEDGE OFFICER	40.0	Key Emp	$530,951	$80,406	$611,357
KRISTINA M BEATY	CHIEF MKT & EXP OFFICER	40.0	Key Emp	$497,817	$76,608	$574,425
TIM CANNY	VP, ADVERTISING SALES	40.0	Highest	$307,861	$234,279	$542,140
JEANNE L MORRIS	SVP, CONSUMER PRODUCTS	40.0	Highest	$325,448	$131,716	$457,164
ANNMARIE SCHAEFER	VP, RESEARCH	40.0	Highest	$323,526	$121,221	$444,747
JANE HADLEY	VP, CONTROLLER	40.0	Highest	$326,544	$40,155	$366,699
BETTY THOMPSON SHRM-SCP	CHAIR	8.0	Officer Director	$50,000	$0	$50,000
JAMES CLARK	DIRECTOR	8.0	Director	$40,000	$0	$40,000
WILLIAM PHELAN	DIRECTOR	8.0	Director	$40,000	$0	$40,000
ELIZABETH ADEFIOYE	DIRECTOR	8.0	Director	$35,000	$0	$35,000
MANDY WOULFE SHRM-SCP	DIRECTOR	8.0	Director	$35,000	$0	$35,000
NILANJAN ADHYA	DIRECTOR	8.0	Director	$35,000	$0	$35,000
PAULA HARVEY SHRM-SCP	DIRECTOR	8.0	Director	$35,000	$0	$35,000
SCOTT SNELL PHD	DIRECTOR	8.0	Director	$35,000	$0	$35,000
VALERIE VARGAS	DIRECTOR	8.0	Director	$35,000	$0	$35,000
MICHAEL D'AMBROSE SHRM-SCP	DIRECTOR	8.0	Director	$30,000	$0	$30,000
MELISSA ANDERSON SHRM-CP	IMMEDIATE PAST CHAIR	8.0	Officer Director	$30,000	$0	$30,000
SUSANA SUAREZ GONZALEZ PHD	DIRECTOR	8.0	Director	$26,250	$0	$26,250

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
2024	No data	No data	No data	No data
2023	$198,684,537	$207,410,646	$295,537,265	$-8,726,109
2022	$178,746,649	$171,170,798	$266,067,185	$7,575,851
2021	$173,516,006	$152,758,557	$273,747,773	$20,757,449
2020	$113,096,811	$134,006,842	$254,620,010	$-20,910,031
2019	$154,367,546	$148,932,748	$238,668,602	$5,434,798
2018	$145,704,897	$131,602,751	$215,497,225	$14,102,146

Society for Human Resource Management