SHRM - Memphis (EIN 581627427) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Phone

9013784451

Tax Period

2025-01-01 to 2025-12-31

SHRM - Memphis, founded in 1985, is a micro nonprofit that reported $81K in total revenue in fiscal year 2025. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $136K exceeded revenue, resulting in a 68% operating deficit.

Mission

TO IMPROVE THE PROFESSIONAL COMPETENCE OF MEMBERS, RAISE THE STANDARDS OF PERFORMANCE IN HUMAN RESOURCE MANAGEMENT AND FACILITATE EXCHANGE OF IDEAS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $34,326

Program Service Revenue $44,010

Investment Income $2,738

Other Revenue $0

TOTAL REVENUE $81,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $136,403

TOTAL EXPENSES $136,403

Year-over-Year Comparison

	2025	2024	Change
Revenue	$81,074	$721,518	-0.9%
Expenses	$136,403	$480,421	-0.7%
Net Income	$-55,329	$241,097	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Brad Federman	President	5.0	Director	$0	$0	$0
David Dufour	Past President	1.0	Director	$0	$0	$0
David Estel	Treasurer	5.0	Director	$0	$0	$0
Malinda Tyson	President-Elect	5.0	Director	$0	$0	$0
Mary McConner	VP of DEI	3.0	Director	$0	$0	$0
Sharen Rooks	VP of Communication	3.0	Director	$0	$0	$0
Sherri Perkins	VP of Programs	3.0	Director	$0	$0	$0
Sonya Weathers	VP of Membership	3.0	Director	$0	$0	$0
Wendolyn Cade	Secretary	5.0	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
2025	$81,074	$136,403	$328,082	$-55,329
2024	No data	No data	No data	No data
2023	$115,908	$166,935	$141,856	$-51,027
2022	$110,986	$124,214	$192,883	$-13,228
2021	$89,641	$80,265	$205,935	$9,376
2020	$247,858	$133,030	$196,559	$114,828
2019	$79,969	$83,217	$81,729	$-3,248
2018	$64,935	$48,354	$84,976	$16,581

SHRM - Memphis