The Iowa SHRM Council Society for Human Resource Management

EIN: 800585105 Community Improvement

Urbandale, IA

Total Revenue
$395,096
Total Expenses
$360,607
Total Assets
$387,254
Net Assets
$387,254
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
IA
Principal Officer
Jason Glass
Phone
3192697400
Tax Period
2023-01-01 to 2023-12-31

The Iowa SHRM Council Society for Human Resource Management, founded in 1987, is a small nonprofit in the Community Improvement sector that reported $395K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $361K left a modest 9% surplus.

Mission

The purposes of the Council shall be on a non-profit basis to promote the purposes of the Society for Human Resource Management (SHRM) by providing a structure for SHRM members in the State of Iowa (hereinafter referred to as "the State") to consult together concerning the affairs, activities, needs and problems of SHRM in the state and to adopt programs which will promote the progress and welfare of SHRM in the human resource profession as a whole, including, without limitation, the provision of channels of communication between Chapters, State Council, and the appropriate Regional Council, provision of services to all members of the human resource management profession within the State, and the provision of leadership training at the state level.

Program Service Accomplishments

Program 1

We provide continuing education opportunities for HR professionals through an annual state conference and a state leadership conference.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $382,902
Investment Income $7,641
Other Revenue $4,553
TOTAL REVENUE $395,096

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $360,607
TOTAL EXPENSES $360,607

Year-over-Year Comparison

2023 2022 Change
Revenue $395,096 $311,064 +0.3%
Expenses $360,607 $335,731 +0.1%
Net Income $34,489 $-24,667 -2.4%
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

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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
21
Independent Members
21
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
0
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Julie Moss Director 3.00
Director
$0 $0 $0
Jolene Griffith Past Director 2.00
Director
$0 $0 $0
Barb Davis Secretary 2.00
Director
$0 $0 $0
Patrick Moran District Director 2.00
Director
$0 $0 $0
Jason Glass Treasurer 2.00
Director
$0 $0 $0
Randy Westman Director, At Large 2.00
Director
$0 $0 $0
Mary Greiner Membership Director 2.00
Director
$0 $0 $0
Kelly Graplar Certification Director 2.00
Director
$0 $0 $0
Mark Hudson Legislative Director 2.00
Director
$0 $0 $0
Sara Blair Workforce Rediness Directo 2.00
Director
$0 $0 $0
Kaylee Wurth Emerging Professionals Dir 2.00
Director
$0 $0 $0
Valerie Burns SHRM Foundation Director 2.00
Director
$0 $0 $0
Claudia Schabel Diversity Director 2.00
Director
$0 $0 $0
Matt Clarke Marketing Director 2.00
Director
$0 $0 $0
Sharon Wilkinson Technology Director 2.00
Director
$0 $0 $0
Katie Fischer Director, At Large 2.00
Director
$0 $0 $0
Debbie Ladehoff Director of Succession Pla 2.00
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
2024 No data No data No data No data
2023 $395,096 $360,607 $387,254 $34,489
2022 $311,064 $335,731 $352,765 $-24,667
2021 $225,558 $212,247 $376,913 $13,311
2020 $82,653 $59,764 $363,604 $22,889
2019 $307,132 $257,956 $340,715 $49,176
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