The SHRM Colorado State Council Inc (EIN 710971044) - 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

2004

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

The SHRM Colorado State Council Inc, founded in 2004, is a micro nonprofit in the Community Improvement sector that reported $72K in total revenue in fiscal year 2023. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $163K exceeded revenue, resulting in a 125% operating deficit.

Mission

To guide and facilitate professional and student colorado SHRM chapters and National SHRM members through collaborative initiatives that serve the professional and advance the profession in our state.

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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 $0

Program Service Revenue $64,050

Investment Income $0

Other Revenue $8,420

TOTAL REVENUE $72,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,374

Other Expenses $163,255

TOTAL EXPENSES $163,255

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,470	$447,416	-0.8%
Expenses	$163,255	$385,680	-0.6%
Net Income	$-90,785	$61,736	-2.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jen DeFranco	Chapter President	1.00	Director	$0	$0	$0
Laura Stephens	Certification Director	1.00	Director	$0	$0	$0
Monica Knickerbocker	Worforce Readiness	1.00	Director	$0	$0	$0
Lara Makinen	District Director	1.00	Director	$0	$0	$0
Holly Haslam	Chapter President	1.00	Director	$0	$0	$0
Lisa Austin	Chapter President	1.00	Director	$0	$0	$0
Lindsay Powers	Programs Director	1.00	Director	$0	$0	$0
Jim Molloy	Membership Director	1.00	Director	$0	$0	$0
Kirk Wyman	Chapter President	1.00	Director	$0	$0	$0
Jackie Huffman	Chapter President	1.00	Director	$0	$0	$0
Michelle Olson	Chapter President	1.00	Director	$0	$0	$0
Galen Gaarder	SHRM Foundation Director	1.00	Director	$0	$0	$0
Dani Kimlinger	President State Director Elec	1.00	Director	$0	$0	$0
Jeannie Valliere	Sales and Marketing Director	1.00	Director	$0	$0	$0
Barbara Owens	Technology Director	1.00	Director	$0	$0	$0
Kirk Wyman	Certification Co-Director	1.00	Director	$0	$0	$0
Liz Wilson	Diversity Director	1.00	Director	$0	$0	$0
Joey Grice	College Relations Director	1.00	Director	$0	$0	$0
Micheal Santo	Legislative Affairs Director	1.00	Director	$0	$0	$0
Nicole Davies	District Director	1.00	Director	$0	$0	$0
Amanda Ericson	Past President Director	2.00	Officer Director	$0	$0	$0
Rob Johnson	Executive Director	30.00	Officer Director	$0	$0	$0
Kirstin Guptill	TreasurerSecretary	2.00	Officer Director	$0	$0	$0
Adam McCoy	President Elect Director Elec	2.00	Officer 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	No data	No data	No data	No data
2023	$72,470	$163,255	$105,377	$-90,785
2022	$447,416	$385,680	$339,160	$61,736
2021	$31,255	$91,214	$142,423	$-59,959
2020	$71,474	$92,763	$187,970	$-21,289
2019	$435,842	$363,550	$205,338	$72,292
2018	$24,571	$96,546	$149,532	$-71,975

The SHRM Colorado State Council Inc