SOCIETY FOR HUMAN RESOURCE MANAGEM… - Form 990 Financial Data

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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

1953

Legal Domicile

Phone

8168327815

Tax Period

2024-01-01 to 2024-12-31

SOCIETY FOR HUMAN RESOURCE MANAGEMENT OF GREATER K, founded in 1953, is a small nonprofit that reported $167K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $153K left a modest 9% surplus.

Mission

THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT OF GREATER KANSAS CITY PROMOTES EXCELLENCE IN HUMAN RESOURCE MANAGEMENT THROUGH EDUCATION, ADVOCACY, AND LEADERSHIP DEVELOPMENT

Program Service Accomplishments

Program 1

Expenses: $27,858 Revenue: $29,598

THE ANNUAL CONFERENCE PACKED WITH NETWORKING OPPORTUNITIES AND A ROBUST BUSINESS PARTNER EXPO TO HELP SHRM MEMBERS STAY ON TOP OF THE PRESENT AND FUTURE WORLD OF WORK.

Program 2

Expenses: $22,917 Revenue: $22,979

PROGRAMS ARE HELD THROUGHOUT THE YEAR TO PROVIDE EDUCATION, ADVOCACY, AND LEADERSHIP DEVELOPMENT.

Program 3

Expenses: $750 Revenue: $63,480

SHRM-GKC PROVIDES MEMBERS EXCLUSIVE ACCESS TO A SUITE OF INTERACTIVE TOOLS THAT CAN HELP QUICKLY AND EFFICIENTLY PERFORM SEVERAL ESSENTIAL HR FUNCTIONS.

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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 $111,762

Program Service Revenue $49,623

Investment Income $5,838

Other Revenue $0

TOTAL REVENUE $167,223

Expense Breakdown

Grants Paid $750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,525

Other Expenses $151,785

TOTAL EXPENSES $152,535

Year-over-Year Comparison

	2024	2023	Change
Revenue	$167,223	$131,956	+0.3%
Expenses	$152,535	$122,951	+0.2%
Net Income	$14,688	$9,005	+0.6%

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	Role	Reportable Comp	Other Comp	Total
KELLY BOSAK	PRESIDENT	Officer	$0	$0	$0
SCOTT CHASE	PRESIDENT-ELECT	Officer	$0	$0	$0
KRISTIE LYONS	VP FINANCE	Officer	$0	$0	$0
TOM BACHMANN	IMMEDIATE PAST PRESIDENT	Officer	$0	$0	$0
TARA MCKINNEY	GOVERNMENTAL AFFAIRS	Officer	$0	$0	$0
CARRIE ALEXANDER	BOOK CLUB	Officer	$0	$0	$0
LINDSEY EATON	SPONSORSHIP	Officer	$0	$0	$0
MONIQUE TODD	MENTORMENTEE PROGRAM	Officer	$0	$0	$0
RICK WALKER	MEMBERSHIP	Officer	$0	$0	$0
MOLLY MEEK	MEMBERSHIP	Officer	$0	$0	$0
RENEE ELLIOTT	PROFESSIONAL DEVELOPMENTDEI	Officer	$0	$0	$0
MAGEN GICINTO	COLLEGE RELATIONS	Officer	$0	$0	$0
JULIA KRUCKOW	SHRM FOUNDATIONCERTIFICATION	Officer	$0	$0	$0
RASHIDA MERRITT	PROFESSIONAL DEVELOPMENTDEI	Officer	$0	$0	$0
SHELLY JAIN	WORKFORCE READINESS	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	No data	No data	No data	No data
2024	$167,223	$152,535	$247,982	$14,688
2023	$131,956	$122,951	$229,999	$9,005
2022	$85,243	$98,113	$213,195	$-12,870
2021	$105,694	$95,952	$239,669	$9,742
2020	$118,037	$113,613	$227,808	$4,424
2019	$200,841	$167,077	$226,471	$33,764
2018	$176,362	$150,349	$180,044	$26,013

SOCIETY FOR HUMAN RESOURCE MANAGEMENT OF GREATER K