WISCONSIN COUNCIL-SOCIETY FOR HUMAN RESOURCE MANAGEMENT (EIN 391559013) - Form 990 Financial Analysis & Trantor Score

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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

1948

Legal Domicile

Principal Officer

CONNIE BITTER

Phone

6082049827

Tax Period

2024-01-01 to 2024-12-31

WISCONSIN COUNCIL-SOCIETY FOR HUMAN RESOURCE MANAGEMENT, founded in 1948, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

THE WISCONSIN COUNCIL-SOCIETY FOR HUMAN RESOURCE MANAGEMENT REPRESENTS HUMAN RESOURCE PROFESSIONALS IN WISCONSIN AND IS SUPPORTED THROUGH THE NATIONAL SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM). THE SOCIETY'S MISSION IS TO BE THE RECOGNIZED STATE LEADER IN HUMAN RESOURCE MANAGEMENT BY BRINGING THE SOCIETY CLOSER TO HOME AND ENHANCING THE VALUE OF SHRM MEMBERSHIP.

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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 $17,497

Program Service Revenue $1,019,260

Investment Income $6,168

Other Revenue $3,900

TOTAL REVENUE $1,046,825

Expense Breakdown

Grants Paid $135,859

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $981,871

TOTAL EXPENSES $1,117,730

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,046,825	$969,093	+0.1%
Expenses	$1,117,730	$1,057,138	+0.1%
Net Income	$-70,905	$-88,045	-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

N/A

Volunteers

131

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
CONNIE BITTER	STATE DIRECTOR	1.00	Officer Director	$0	$0	$0
JEFF PALKOWSKI	STATE DIRECTOR ELECT/COMMUNICATIONS/SOCIAL MEDIA	1.00	Officer Director	$0	$0	$0
LISA HENKE	TREASURER	1.00	Officer Director	$0	$0	$0
ANNIE GOFFARD	TREASURER ELECT	1.00	Director	$0	$0	$0
LEAH ROZESKI	CONFERENCE LIAISON DIRECTOR	1.00	Director	$0	$0	$0
JENNY LOCANTHI	NORTH CENTRAL FIELD SERVICES DIRECTOR	1.00	Director	$0	$0	$0
JASMINE BELL	MEMBER ENGAGEMENT ASSOCIATE	1.00	Director	$0	$0	$0
KORTNEY JENKS	CERTIFICATION DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS OUTLAW	COLLEGE RELATIONS DIRECTOR	1.00	Director	$0	$0	$0
EMILY BLAKESLEE	COLLEGE RELATIONS DIRECTOR ELECT	1.00	Director	$0	$0	$0
DANI STUHR	DISTRICT DIRECTOR-NORTH WEST/LEADERSHIP DIRECTOR	1.00	Director	$0	$0	$0
PAMELA BERKOVITZ	DISTRICT DIRECTOR-NORTH EAST	1.00	Director	$0	$0	$0
BRITANNY HANSON	DISTRICT DIRECTOR-SOUTH EAST	1.00	Director	$0	$0	$0
KATELYN SPANBAUER	DISTRICT DIRECTOR-NORTH CENTRAL	1.00	Director	$0	$0	$0
MARY VOGL-RAUSCHER	DISTRICT DIRECTOR-SOUTH WEST	1.00	Director	$0	$0	$0
TANYA HUBANKS	INCLUSION AND BELONGING DIRECTOR	1.00	Director	$0	$0	$0
SHEREE YATES	FOUNDATION DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER ZAHARI	LEADERSHIP DIRECTOR	1.00	Director	$0	$0	$0
JAY STEPHANY	LEGISLATIVE DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER JIRSA	MEMBERSHIP DIRECTOR	1.00	Director	$0	$0	$0
AMY DOEPKE	PARTNERSHIP AND SPONSORSHIP DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR FORSHEE	PROGRAMMING DIRECTOR	1.00	Director	$0	$0	$0
KELLIE DUNN-POGGEMANN	WORKFORCE READINESS DIRECTOR	1.00	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	$1,046,825	$1,117,730	$368,297	$-70,905
2023	$969,093	$1,057,138	$445,126	$-88,045
2022	$955,188	$959,842	$530,997	$-4,654
2021	$737,775	$728,221	$539,319	$9,554
2020	$83,615	$232,518	$527,326	$-148,903
2019	$871,166	$803,544	$690,142	$67,622
2018	$799,433	$739,143	$608,707	$60,290

WISCONSIN COUNCIL-SOCIETY FOR HUMAN RESOURCE MANAGEMENT