PROFESSIONALS IN HUMAN RESOURCES ASSOCIATION (EIN 952222999) - 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

1944

Legal Domicile

Principal Officer

RAFAEL RIVERA

Phone

4243290200

Tax Period

2023-01-01 to 2023-12-31

PROFESSIONALS IN HUMAN RESOURCES ASSOCIATION, founded in 1944, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $3.4M exceeded revenue, resulting in a 23% operating deficit.

Mission

ENGAGE, ELEVATE AND SERVE CA HR COMMUNITY THRU PROGRAMMING, PROFESSIONAL DEVELOPMENT & NETWORKING

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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 $377,485

Program Service Revenue $2,360,411

Investment Income $40,482

Other Revenue $0

TOTAL REVENUE $2,778,378

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,025,417

Fundraising Expenses $0

Program Expenses $3,220,942

Other Expenses $2,393,170

TOTAL EXPENSES $3,418,587

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,778,378	$3,043,423	-0.1%
Expenses	$3,418,587	$3,060,788	+0.1%
Net Income	$-640,209	$-17,365	+35.9%

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

240

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

$314,772

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAFAEL RIVERA	CEO	40.00	Officer	$260,552	$54,220	$314,772
JENNIFER SMITH	DIRECTOR OF EDUCATION	40.00	Highest	$100,081	$20,799	$120,880
TARA FOURNIER	PRESIDENT	10.00	Officer Director	$0	$0	$0
SUSAN BOWMAN	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
DANIEL ERICKSON	TREASURER	5.00	Officer Director	$0	$0	$0
KRISTINA HESS	SECRETARY	5.00	Officer Director	$0	$0	$0
PATTY SPRINKLE	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
KAREN BOUBLIS	REGIONAL REPRESENTATIVE-VA	5.00	Director	$0	$0	$0
AILENE DEWAR	REGIONAL REPRESENTATIVE-SO	5.00	Director	$0	$0	$0
SHERYL BENDER	REGIONAL REPRESENTATIVE-WESTERN	5.00	Director	$0	$0	$0
FRANK MILLER	REGIONAL REPRESENTATIVE-EASTERN	5.00	Director	$0	$0	$0
JEANETTE COOKE	REGIONAL REPRESENTATIVE-NO	5.00	Director	$0	$0	$0
LAUREN SWEENEY	REGIONAL REPRESENTATIVE-CE	5.00	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	$2,778,378	$3,418,587	$1,534,827	$-640,209
2022	$3,043,423	$3,060,788	$2,152,676	$-17,365
2021	$2,318,409	$2,159,047	$2,197,340	$159,362
2020	$2,289,896	$2,520,683	$2,121,702	$-230,787
2019	$3,502,310	$3,473,310	$2,370,668	$29,000
2018	$3,838,632	$3,788,911	$2,202,538	$49,721

PROFESSIONALS IN HUMAN RESOURCES ASSOCIATION