SHRM JACKSONVILLE INC

EIN: 412075812 Community Improvement

JACKSONVILLE, FL

Total Revenue
$293,902
Total Expenses
$241,925
Total Assets
$371,689
Net Assets
$351,018
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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
2002
Legal Domicile
FL
Principal Officer
GIDDENS SUZANNE
Phone
9045965974
Tax Period
2024-04-01 to 2025-03-31

SHRM JACKSONVILLE INC, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $294K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $52K, a strong 18% operating margin.

Mission

RESOURCE FOR EDUCATION, NETWORKING,AND LEGISLATIVE ISSUES FOR HUMAN RESOURCE PROFESSIONALS IN THE NORTH FLORIDA AREA.

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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 $62,753
Program Service Revenue $220,268
Investment Income $1,069
Other Revenue $9,812
TOTAL REVENUE $293,902

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $241,925
TOTAL EXPENSES $241,925

Year-over-Year Comparison

2024 2023 Change
Revenue $293,902 $258,134 +0.1%
Expenses $241,925 $196,774 +0.2%
Net Income $51,977 $61,360 -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

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
N/A

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
7
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HAYDEN BRIAN LEGISLATIVE 5.00
Director
$0 $0 $0
ECHEVERRY CRISTINA SECRETARY 5.00
Director
$0 $0 $0
ROOKS CYNDI DIRECTOR 5.00
Director
$0 $0 $0
ANDERSON ERIK DIRECTOR 5.00
Director
$0 $0 $0
SWANSON KACY SOCIAL MEDIA 5.00
Director
$0 $0 $0
SNOW KATE PARTNER CHAI 5.00
Director
$0 $0 $0
JAMES KENT VP PROGRAMS 5.00
Director
$0 $0 $0
BUCKNER KILEY VOLUNTEER CH 5.00
Director
$0 $0 $0
MILLER LASHANDA DIRECTOR 5.00
Director
$0 $0 $0
SLAUGHTER NATASHA MGMT PROFESS 5.00
Director
$0 $0 $0
DAVIS PAM DIRECTOR 5.00
Director
$0 $0 $0
PATEL PAYAL VIRTUAL EVEN 5.00
Director
$0 $0 $0
OTZENBERGER PAYTON FOUNDATION D 5.00
Director
$0 $0 $0
QUINN PEGEEN CHAIR 5.00
Director
$0 $0 $0
SUBJINSKI STEWART MEMBERSHIP D 5.00
Director
$0 $0 $0
CORSE ELAINE OPERATIONS C 5.00
Officer
$0 $0 $0
DAVIS GLORIA VP MEMBERSHI 5.00
Officer
$0 $0 $0
COSGROVE HEATHER PAST PRESIDE 5.00
Officer
$0 $0 $0
SMITH LEAH TREASURER 5.00
Officer
$0 $0 $0
FLETCHER SHARON COMMUNITY CH 5.00
Officer
$0 $0 $0
GIDDENS SUZANNE PRESIDENT 5.00
Officer
$0 $0 $0
CATHERINE WHYTE PRESIDENT-EL 5.00
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 $293,902 $241,925 $371,689 $51,977
2024 $258,134 $196,774 $303,966 $61,360
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