CALIFORNIA STATE COUNCIL OF SHRM (EIN 954493642) - 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

1984

Legal Domicile

Principal Officer

ANDY COVELL

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA STATE COUNCIL OF SHRM, founded in 1984, is a small nonprofit in the Community Improvement sector that reported $353K in total revenue in fiscal year 2023. The organization ran a surplus of $64K, a strong 18% operating margin.

Mission

PROVIDE EDUCATION CLASSES,SEMINARS, RESOURCES, AND CONFERENCES FOR HUMAN RESOURCE PROFESSIONALS.

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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 $56,472

Program Service Revenue $296,887

Investment Income $19

Other Revenue $0

TOTAL REVENUE $353,378

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $289,340

TOTAL EXPENSES $289,340

Year-over-Year Comparison

	2023	2022	Change
Revenue	$353,378	N/A	N/A
Expenses	$289,340	N/A	N/A
Net Income	$64,038	N/A	N/A

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
CHRISTINE RODMAN	DIRECTOR ELECT	3.00	Officer	$0	$0	$0
TRISHA ZULIC	PAST STATE DIRECTOR	3.00	Officer	$0	$0	$0
VILMA BRAGER	SECRETARY	3.00	Officer	$0	$0	$0
DAVID SWANSON	STATE DIRECTOR	3.00	Officer	$0	$0	$0
ANDY COVELL	TREASURER	4.00	Officer	$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	$353,378	$289,340	$158,734	$64,038
2023	$353,378	$289,340	$158,734	$64,038
2022	$202,887	$284,861	$94,696	$-81,974
2020	$223,819	$242,408	$262,891	$-18,589
2019	$520,958	$532,906	$281,480	$-11,948
2018	$457,816	$457,216	$293,481	$600

CALIFORNIA STATE COUNCIL OF SHRM