SHRM OF GREATER PHOENIX (EIN 860198072) - 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

1953

Legal Domicile

Principal Officer

LORIE BIRK

Phone

6027121121

Tax Period

2023-01-01 to 2023-12-31

SHRM OF GREATER PHOENIX, founded in 1953, is a small nonprofit that reported $181K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $61K, a strong 34% operating margin.

Mission

THE MISSION OF SHRM GREATER PHOENIX IS TO ADVANCE AND SUPPORT THE HUMAN RESOURCES PROFESSION, OUR MEMBERS, AND THE GREATER PHOENIX COMMUNITY.

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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 $131

Program Service Revenue $178,016

Investment Income $1,273

Other Revenue $1,515

TOTAL REVENUE $180,935

Expense Breakdown

Grants Paid $5,400

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $114,490

TOTAL EXPENSES $119,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$180,935	$221,120	-0.2%
Expenses	$119,890	$148,996	-0.2%
Net Income	$61,045	$72,124	-0.2%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATY ROSENCRANS	PRESIDENT	010.00	Officer Director	$0	$0	$0
LORIE BIRK	SECRETARY / TREASURER	005.00	Officer Director	$0	$0	$0
ERIC KNOTT	PAST PRESIDENT	005.00	Officer Director	$0	$0	$0
STACY BENSON	PRESIDENT ELECT	003.00	Director	$0	$0	$0
ANITA JACKSON	DIRECTOR	003.00	Director	$0	$0	$0
CECILIA BENAVIDES	DIRECTOR	003.00	Director	$0	$0	$0
CHACE CASE	DIRECTOR	003.00	Director	$0	$0	$0
DAKOTAH WAGNER	DIRECTOR	003.00	Director	$0	$0	$0
DEBRA MILLER	DIRECTOR	003.00	Director	$0	$0	$0
JENNIFER PIGEON	DIRECTOR	003.00	Director	$0	$0	$0
MICHELLE LEWIS	DIRECTOR	003.00	Director	$0	$0	$0
MINA LOPEZ	DIRECTOR	003.00	Director	$0	$0	$0
PAM ZANZUCCHI	DIRECTOR	003.00	Director	$0	$0	$0
PAULA MARSHALL	DIRECTOR	003.00	Director	$0	$0	$0
ROBIN DEIBIS	DIRECTOR	003.00	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
2024	No data	No data	No data	No data
2023	$180,935	$119,890	$297,442	$61,045
2022	$221,120	$148,996	$236,397	$72,124

SHRM OF GREATER PHOENIX