SHRM FOUNDATION INC (EIN 346610067) - 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

1966

Legal Domicile

Principal Officer

WENDI SAFSTROM

Phone

7035356020

Tax Period

2023-01-01 to 2023-12-31

SHRM FOUNDATION INC, founded in 1966, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.7M in total revenue in fiscal year 2018. Expenses of $2.4M left a modest 10% surplus.

Mission

MOBILIZE AND EQUIP HR TO LEAD POSITIVE SOCIAL CHANGE SO THAT ALL TALENT AND WORKPLACES CAN PROSPER AND THRIVE.

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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 $5,316,846

Program Service Revenue $0

Investment Income $516,402

Other Revenue $47,449

TOTAL REVENUE $5,880,697

Expense Breakdown

Grants Paid $975,339

Salaries & Benefits $1,765,081

Fundraising Expenses $577,674

Program Expenses $6,848,360

Other Expenses $5,897,308

TOTAL EXPENSES $8,637,728

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,880,697	$8,544,585	-0.3%
Expenses	$8,637,728	$6,237,749	+0.4%
Net Income	$-2,757,031	$2,306,836	-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

Volunteers

350

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

$428,486

Total Directors

$3,640,555

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHNNY C TAYLOR JR	SHRM-SCP, DIR/SHRM PRES&CEO	1.0	Director	$0	$129,627	$3,640,555
WENDI SAFSTROM	PRESIDENT	40.0	Officer	$335,561	$92,925	$428,486
ELLEN CHRISTMAN	DIR, ENGAGEMENT & PHILANTHROPY	40.0	Highest	$229,327	$67,841	$297,168
CLAYTON LORD	DIR, FOUNDATION PROGRAMS	40.0	Highest	$178,496	$9,576	$188,072
ELIZABETH KOHM	MGR, FOUNDATION PROGRAMS	40.0	Highest	$117,280	$65,022	$182,302
EDIE GOLDBERG PHD	CHAIR	1.0	Officer Director	$0	$0	$0
TOM MATHEWS	IMMEDIATE PAST CHAIR	1.0	Officer Director	$0	$0	$0
JANE MARVIN	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
DAN PURUSHOTHAM PHD	DIRECTOR	1.0	Director	$0	$0	$0
CAMILLE CHANG GILMORE	DIRECTOR	1.0	Director	$0	$0	$0
GARY LATHAM PHD	DIRECTOR	1.0	Director	$0	$0	$0
JEFF NALLY SHRM-SCP	DIRECTOR	1.0	Director	$0	$0	$0
COURTNEY PETERSON SHRM-SCP	DIRECTOR	1.0	Director	$0	$0	$0
GREG FLORES	DIRECTOR	1.0	Director	$0	$0	$0
KAREN BENNETT	DIRECTOR	1.0	Director	$0	$0	$0
LUCIANA GOMEZ	DIRECTOR	1.0	Director	$0	$0	$0
SUBHA V BARRY	DIRECTOR	1.0	Director	$0	$0	$0
TRACY LAYNEY	DIRECTOR	1.0	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
2024	No data	No data	No data	No data
2023	$5,880,697	$8,637,728	$28,826,627	$-2,757,031
2022	$8,544,585	$6,237,749	$27,484,309	$2,306,836
2021	$5,612,637	$4,098,120	$28,442,463	$1,514,517
2020	$6,668,448	$3,686,816	$25,309,940	$2,981,632
2019	$4,325,575	$2,462,771	$22,884,199	$1,862,804
2018	$2,689,341	$2,409,999	$18,910,594	$279,342

SHRM FOUNDATION INC