WASHINGTON STATE SHRM (EIN 911688890) - 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

2001

Legal Domicile

Principal Officer

ROBERT GOLDEN

Phone

5093704965

Tax Period

2024-01-01 to 2024-12-31

WASHINGTON STATE SHRM, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $423K in total revenue in fiscal year 2024. Expenses of $378K left a modest 11% surplus.

Mission

PROMOTE THE PURPOSES OF THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM)

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $199,155

Program Service Revenue $215,524

Investment Income $8,618

Other Revenue $0

TOTAL REVENUE $423,297

Expense Breakdown

Grants Paid $7,516

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $338,675

Other Expenses $370,471

TOTAL EXPENSES $377,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$423,297	$433,056	0.0%
Expenses	$377,987	$356,648	+0.1%
Net Income	$45,310	$76,408	-0.4%

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
ROBERT GOLDEN	PRESIDENT	4.00	Officer Director	$0	$0	$0
TINA GIMLIN	PAST PRESIDENT /FOUNDATION DIRECTOR	2.00	Officer Director	$0	$0	$0
JULIE ORCHARD	PAST PRESIDENT/NHRMA DIRECTOR	2.00	Officer Director	$0	$0	$0
JANE BILLBE	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
LIZZIE RAHM	SECRETARY	2.00	Officer Director	$0	$0	$0
DARREL DUHM	TREASURER (THRU 2/24)	2.00	Officer Director	$0	$0	$0
ANGELA GARCEA	TREASURER	2.00	Officer Director	$0	$0	$0
MIKE CHURCH	LEGISLATIVE AFFAIRS DIRECTOR	2.00	Director	$0	$0	$0
VERTESIA GUTIERREZ LEGISLATIVE	AFFAIRS DIRECTOR (THRU 6/24)	2.00	Director	$0	$0	$0
EDIE HILL	DISTRICT DIRECTOR - NW	2.00	Director	$0	$0	$0
DANIELLE HUSTON	PARTNERSHIPS DIRECTOR	2.00	Director	$0	$0	$0
MADISON JOHNSON	MEMBERSHIP DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER KOSKOVICH	CO-CONFERENCE DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE LOVE COLLEGE	RELATIONS DIRECTOR (THRU 6/24)	2.00	Director	$0	$0	$0
LORI MORRIS	COMMUNICATIONS DIRECTOR	2.00	Director	$0	$0	$0
ARHONDA REYES DIVERSITY	AND INCLUSION DIRECTOR	2.00	Director	$0	$0	$0
SUE RICHARDS	TECHNOLOGY DIRECTOR	2.00	Director	$0	$0	$0
CHEYANNE SCHAEFER	DISTRICT DIRECTOR - PUGET	2.00	Director	$0	$0	$0
NICHOLE SEICK	DISTRICT DIRECTOR - SOUTHWEST	2.00	Director	$0	$0	$0
TERESA SIMPSON CO-CONFERENCE	DIRECTOR/PROGRAMS DIRECTOR	2.00	Director	$0	$0	$0
HEATHER SMITH	CERTIFICATION DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE SMITH CO-CONFERENCE	/WORKFORCE READINESS DIRECTOR	2.00	Director	$0	$0	$0
EMILY VINCENT	DISTRICT DIRECTOR - EASTERN	2.00	Director	$0	$0	$0
MIKE ZAHNISER DISTRICT	DIRECTOR -SOUTHWEST (THRU 1/24)	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	$423,297	$377,987	$549,481	$45,310
2023	$433,056	$356,648	$504,171	$76,408
2022	$312,628	$321,732	$427,763	$-9,104
2021	$187,534	$139,991	$436,867	$47,543
2020	$360,239	$125,961	$389,324	$234,278
2019	$449,489	$360,531	$155,046	$88,958
2018	$337,645	$427,202	$66,088	$-89,557

WASHINGTON STATE SHRM