METRO MILWAUKEE SHRM INC

EIN: 391131159

COTTAGE GROVE, WI

Total Revenue
$162,947
Total Expenses
$193,761
Total Assets
$188,292
Net Assets
$188,292
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1925
Legal Domicile
WI
Principal Officer
HEATHER L DYER
Phone
8887826815
Tax Period
2024-07-01 to 2025-06-30

METRO MILWAUKEE SHRM INC, founded in 1925, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Expenses of $194K exceeded revenue, resulting in a 19% operating deficit.

Mission

METRO MILWAUKEE SHRM IS MILWAUKEE'S LEADING PROFESSIONAL ASSOCIATION FOR MEMBERS OF THE HUMAN RESOURCE MANAGEMENT PROFESSION. AS ONE OF THE LARGEST LOCAL AFFILIATE CHAPTERS OF THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT, METRO MILWAUKEE SHRM IS DEDICATED TO ADVANCING THE HUMAN RESOURCE PROFESSION AND SERVING ITS MORE THAN 650 MEMBERS BY PROVIDING THEM WITH A VARIETY OF OPPORTUNITIES FOR PROFESSIONAL GROWTH, LEADERSHIP DEVELOPMENT, AND NETWORKING.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $29,083
Program Service Revenue $124,957
Investment Income $6,582
Other Revenue $2,325
TOTAL REVENUE $162,947

Expense Breakdown

Grants Paid $650
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $193,111
TOTAL EXPENSES $193,761

Year-over-Year Comparison

2024 2023 Change
Revenue $162,947 $168,464 0.0%
Expenses $193,761 $169,069 +0.1%
Net Income $-30,814 $-605 +49.9%
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

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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
25

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
4
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KELLY RENZ PRESIDENT 2.00
Officer Director
$0 $0 $0
BROOK MAYBBORNE PRESIDENT-ELECT/SECRETARY 3.00
Officer Director
$0 $0 $0
AMY SPAHR PAST PRESIDENT/TREASURER 2.00
Officer Director
$0 $0 $0
JOEY BACKUS DIRECTOR 1.00
Director
$0 $0 $0
KERRY MITCHELL DIRECTOR 1.00
Director
$0 $0 $0
ASHLEY JOHNSON DIRECTOR 1.00
Director
$0 $0 $0
SCHUYLER FILE DIRECTOR 1.00
Director
$0 $0 $0
EMILY BLAKESLEE DIRECTOR 1.00
Director
$0 $0 $0
MELANIE STUBER DIRECTOR 1.00
Director
$0 $0 $0
ALLISON PESCHEL DIRECTOR 1.00
Director
$0 $0 $0
LAURA UNGEMACH DIRECTOR 1.00
Director
$0 $0 $0
JULIE FARRELL DIRECTOR 1.00
Director
$0 $0 $0
BEN FERATI DIRECTOR 1.00
Director
$0 $0 $0
JEFFREY BEIRIGER THROUGH 63025 EXECUTIVE DIRECTOR 8.00
Officer
$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 $162,947 $193,761 $188,292 $-30,814
2024 $168,464 $169,069 $213,508 $-605
2019 $205,931 $195,831 $269,544 $10,100
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