Society For Human Resource Management Puerto Rico Chapter (EIN 660371439) - 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

1978

Phone

7877672141

Tax Period

2023-01-01 to 2023-12-31

Society For Human Resource Management Puerto Rico Chapter, founded in 1978, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 131% from the prior year, signaling strong growth momentum. The organization ran a surplus of $436K, a strong 20% operating margin.

Mission

ORGANIZATION DEDICATED TO THE PROMOTION OF THE HIGHEST LEVEL OF KNOWLEDGE IN HUMAN RESOURCES

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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 (2023)

Revenue Breakdown

Contributions & Grants $363,323

Program Service Revenue $1,531,163

Investment Income $237,696

Other Revenue $86,010

TOTAL REVENUE $2,218,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $314,392

Fundraising Expenses $0

Program Expenses $1,369,521

Other Expenses $1,468,093

TOTAL EXPENSES $1,782,485

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,218,192	$959,852	+1.3%
Expenses	$1,782,485	$1,141,686	+0.6%
Net Income	$435,707	$-181,834	-3.4%

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

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

$83,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELISA PACHECO	PRESIDENT	20	Officer Director	$0	$0	$0
ISABEL SOTO	VICE PRESIDENT	20	Officer Director	$0	$0	$0
LAURA RIVERA	SECRETARY/TREASURER	20	Officer Director	$0	$0	$0
ANA IGLESIAS	DIRECTOR OF ADMINISTRATION	40	Officer	$83,250	$0	$83,250

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	No data	No data	No data	No data
2023	$2,218,192	$1,782,485	$3,898,597	$435,707
2022	$959,852	$1,141,686	$3,358,334	$-181,834
2021	$1,320,100	$957,722	$3,568,971	$362,378
2020	$1,021,130	$808,468	$3,200,966	$212,662

Society For Human Resource Management Puerto Rico Chapter