METRO MILWAUKEE SHRM INC

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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

1925

Legal Domicile

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.

Program Service Accomplishments

Program 1

METRO MILWAUKEE SHRM HELD DOZENS OF SMALLER EDUCATIONAL PROGRAMS, BOTH VIRTUALLY AND IN PERSON. THE ASSOCIATION ALSO CONDUCTED TWO LARGER, ANNUAL EDUCATIONAL CONFERENCES - ONE FEATURING A BROAD ARRAY OF TOPICS AND ONE FOCUSING ON LEGISLATIVE/REGULATORY MATTERS. METRO MILWAUKEE SHRM ALSO HELD NETWORKING EVENTS, INCLUDING MEMBERSHIP ORIENTATIONS, AN ANNUAL MEETING/SUMMER SOCIAL, AND A HOLIDAY NETWORKING EVENT. THE GROUP ALSO PERFORMS VARIOUS COMMUNITY SERVICE ACTIVITIES.

Program 2

METRO MILWAUKEE SHRM PUBLISHED PERIODIC NEWSLETTERS WITH BOTH ASSOCIATION INFORMATION AND INFORMATION ABOUT THE PROFESSION. THE ASSOCIATION ALSO DOES VARIOUS EMAIL UPDATES, UPDATED AND MAINTAINED A WEBSITE, AND UTLIZES VARIOUS SOCIAL MEDIA PLATFORMS, INCLUDING A MEMBER ENGAGEMENT PLATFORM.

Program 3

METRO MILWAUKEE SHRM SUPPORTS A NATIONAL FOUNDATION FOR HR PROFESSIONALS, SUPPORTS ITS STATE COUNCIL, MAINTAINS TWO STUDENT CHAPTERS, AND DID SEVERAL OTHER OUTREACH PROGRAMS WITH THE PROFESSION AND...

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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 $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

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
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