SOCIETY FOR HUMAN RESOURCE MANAGEMENT: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR HUMAN RESOURCE MANAGEMENT (EIN 34-0948453)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201903159349302030
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T11:00:20-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340948453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 7035483440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223143499 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY MOHNEY | PersonNm |
| Person Title | TREASURER/CFO | PersonTitleTxt |
| Phone | 7035483440 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 11:00:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0A660CE6712EE0CCB975CEA23282D1665B78CA0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHNNY C TAYLOR JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223143499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $209,837,188 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 4372 | GroupExemptionNum |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.SHRM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SHRM'S MISSION IS TO SERVE THE NEEDS OF HUMAN RESOURCE PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 505 | TotalEmployeeCnt |
| Total Volunteers | 17034 | TotalVolunteersCnt |
| Total Gross UBI | $9,401,465 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,911,942 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $106,881,923 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $121,739,878 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,363,190 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,998,242 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,811,881 | PYOtherRevenueAmt |
| CY Other Revenue | $16,966,777 | CYOtherRevenueAmt |
| PY Total Revenue | $131,056,994 | PYTotalRevenueAmt |
| CY Total Revenue | $145,704,897 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,330,289 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,002,005 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $56,271,783 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $53,932,132 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $69,449,229 | PYOtherExpensesAmt |
| CY Other Expenses | $74,668,614 | CYOtherExpensesAmt |
| PY Total Expenses | $128,051,301 | PYTotalExpensesAmt |
| CY Total Expenses | $131,602,751 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,005,693 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,102,146 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $216,438,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $215,497,225 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $93,257,126 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $84,082,019 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $123,180,880 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $131,415,206 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SHRM EMPOWERS PEOPLE AND WORKPLACES BY ADVANCING HR PRACTICES AND BY MAXIMIZING HUMAN POTENTIAL. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | GOVERNMENT AND PUBLIC AFFAIRS: SHRM MONITORS CONGRESSIONAL ACTIONS THAT IMPACT HUMAN RESOURCE MANAGEMENT ISSUES AND REPRESENTS MEMBERS' POSITIONS ON PENDING LEGISLATION AND REGULATORY ISSUES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATION PROGRAM: SHRM HAS ESTABLISHED TWO COMPETENCY BASED CERTIFICATIONS WHICH ASSESS, THROUGH KNOWLEDGE AND SITUATIONAL JUDGMENT QUESTIONS, HR PROFESSIONAL CAPABILITIES IN THE ASPECTS OF PRACTICING HUMAN RESOURCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEMINARS AND EDUCATIONAL PROGRAMS: SHRM PROVIDES VARIOUS FORUMS AND PRODUCTS TO HELP EDUCATE HUMAN RESOURCE PROFESSIONALS AND DISSEMINATE INFORMATION ON HUMAN RESOURCE ISSUES AND PROVIDE A NETWORKING FORUM FOR SUCH PROFESSIONALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 426 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 505 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | AE | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY MOHNEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7035483440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223143499 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHNNY C TAYLOR JR SHRM-SCP | ||||||||||
| PRES & CEO/HRPS, SHRMF, & CFGI DIR | 37.50 | 4.00 | Yes (X) | Yes (X) | $702,984 | $0 | $66,328 | |||
| CORETHA M RUSHING SHRM-SCP | ||||||||||
| CHAIR | 8.00 | Yes (X) | Yes (X) | $47,155 | $0 | $0 | ||||
| DAVID WINDLEY SHRM-SCP | ||||||||||
| CHAIR DESIGNATE | 8.00 | Yes (X) | Yes (X) | $25,381 | $0 | $0 | ||||
| JANET ALBERTI | ||||||||||
| DIRECTOR | 8.00 | Yes (X) | $20,381 | $0 | $0 | |||||
| MELISSA ANDERSON | ||||||||||
| DIRECTOR | 8.00 | Yes (X) | $0 | $0 | $0 | |||||
| SALLY HORNICK ANDERSON SHRM-SCP | ||||||||||
| DIRECTOR | 8.00 | Yes (X) | $20,381 | $0 | $0 | |||||
| MICHELLE BOTTOMLEY | ||||||||||
| DIRECTOR | 8.00 | Yes (X) | $25,381 | $0 | $0 | |||||
| STEVEN BROWNE SHRM-SCP | ||||||||||
| DIRECTOR | 8.00 | Yes (X) | $20,381 | $0 | $0 | |||||
| THOMAS W DERRY | ||||||||||
| DIRECTOR | 8.00 | Yes (X) | $25,381 | $0 | $0 | |||||
| DONNA MORRIS SHRM-SCP | ||||||||||
| DIRECTOR | 8.00 | Yes (X) | $25,381 | $0 | $0 | |||||
| JOHANNA SODERSTROM | ||||||||||
| DIRECTOR | 8.00 | Yes (X) | $20,381 | $0 | $0 | |||||
| PATRICK WRIGHT PHD | ||||||||||
| DIRECTOR | 8.00 | Yes (X) | $20,381 | $0 | $0 | |||||
| GRETCHEN K ZECH SHRM-SCP | ||||||||||
| DIRECTOR | 8.00 | Yes (X) | $20,381 | $0 | $0 | |||||
| MARY MOHNEY CPA | ||||||||||
| TREASURER & CFO | 37.50 | Yes (X) | $552,607 | $0 | $167,882 | |||||
| ELIZABETH O BILLE JDSHRM-SCP | ||||||||||
| SEC./GEN. COUNSEL - UNTIL 08/2018 | 37.50 | Yes (X) | $247,773 | $0 | $39,846 | |||||
| EMILY DICKENS JD SEC | ||||||||||
| CHIEF OF STAFF | 37.50 | Yes (X) | $216,239 | $0 | $30,312 | |||||
| JESSICA PERRY | ||||||||||
| CHIEF DIGITAL OFFICER | 37.50 | $470,311 | $0 | $240,900 | Yes (X) | |||||
| MARGO VICKERS CHIEF | ||||||||||
| EXT. REL. OFF. - UNTIL 09/2018 | 37.50 | $448,725 | $0 | $276,814 | Yes (X) | |||||
| JEANEEN ANDREWS-FELDMAN | ||||||||||
| CHIEF MARKETING OFFICER | 37.50 | $444,841 | $0 | $101,379 | Yes (X) | |||||
| NICHOLAS SCHACHT SHRM-SCP | ||||||||||
| CHIEF GLOBAL DEV. OFFICER | 37.50 | $356,562 | $0 | $156,135 | Yes (X) | |||||
| ALEXANDER ALONSO PHD SHRM-SCP | ||||||||||
| CHIEF KNOWLEDGE ADVISOR | 37.50 | $326,568 | $0 | $48,167 | Yes (X) | |||||
| SCOTT OPPLER SHRM-SCP | ||||||||||
| VP. CERT. RESEARCH & ANALYSIS | 37.50 | $306,318 | $0 | $101,704 | Yes (X) | |||||
| MICHAEL AITKEN | ||||||||||
| VP, GOVERNMENT AFFAIRS | 37.50 | $274,823 | $0 | $82,409 | Yes (X) | |||||
| ANTHONY LEE | ||||||||||
| VP, EDITORIAL | 37.50 | $249,730 | $0 | $113,766 | Yes (X) | |||||
| ELISSA O'BRIEN SHRM-SCP CHIEF | ||||||||||
| MEMBER. OFFICER - UNTIL 09/2018 | 37.50 | $236,012 | $0 | $71,103 | Yes (X) | |||||
| STACEY B HOLVENSTOT | ||||||||||
| VP, MARKETING | 37.50 | $235,462 | $0 | $37,949 | Yes (X) | |||||
| MEGAN SMITH CPA | ||||||||||
| CONTROLLER | 37.50 | $229,221 | $0 | $54,313 | Yes (X) | |||||
| ELIZABETH W BLOCK | ||||||||||
| VP, MEETINGS & CONFERENCES | 37.50 | $227,805 | $0 | $58,531 | Yes (X) | |||||
| TIM CANNY | ||||||||||
| VP, ADVERTISING SALES | 37.50 | $226,348 | $0 | $108,117 | Yes (X) | |||||
| BETTINA DEYNES SHRM-SCP | ||||||||||
| CHIEF HR OFFICER - UNTIL 05/2018 | 37.50 | $219,665 | $0 | $11,933 | Yes (X) | |||||
| VLADAN DASIC | ||||||||||
| CIO - UNTIL 03/2018 | 37.50 | $211,642 | $0 | $25,731 | Yes (X) | |||||
| TRENT BURNER | ||||||||||
| VP, RESEARCH | 37.50 | $201,534 | $0 | $24,804 | Yes (X) | |||||
| VIVEK PATEL | ||||||||||
| DIR, TECH. SOLUTIONS | 37.50 | $197,573 | $0 | $44,787 | Yes (X) | |||||
| LYNN SHOTWELL SVP GLOBAL | ||||||||||
| OUTREACH & OPS - AS OF 10/18 | 37.50 | 37.50 | $164,211 | $228,721 | $90,378 | Yes (X) | ||||
| MICHELLE SPARACINO | ||||||||||
| VP, CERT SVC. & OPS - UNTIL 02/18 | 37.50 | 37.50 | $60,283 | $143,503 | $65,041 | Yes (X) | ||||
| SERGIO SANCHEZ-ZUFFEREY | ||||||||||
| VP, BRAND/MEM. VALUE - UNTIL 10/18 | 37.50 | $174,282 | $0 | $18,537 | Yes (X) | |||||
| TODD M OOSTERVEEN DIR | ||||||||||
| TECH INFRA. - UNTIL 12/2018 | 37.50 | $214,705 | $0 | $31,590 | Yes (X) | |||||
| KIMBERLY LAMBERT | ||||||||||
| ACCOUNT EXECUTIVE | 37.50 | $217,994 | $0 | $45,011 | Yes (X) | |||||
| PETER LEHMAYER | ||||||||||
| ACCOUNT EXECUTIVE | 37.50 | $198,406 | $0 | $26,358 | Yes (X) | |||||
| NANCY WOOLEVER | ||||||||||
| DIR. EXAM DEVELOPMENT | 37.50 | $178,969 | $0 | $47,373 | Yes (X) | |||||
| LA TANYA JAMES-ROUSE | ||||||||||
| ASSOCIATE GENERAL COUNSEL | 37.50 | $172,224 | $0 | $39,144 | Yes (X) | |||||
| HENRY G JACKSON CPA | ||||||||||
| FORMER PRES & CEO/HRPS & CFGI DIR | 0.00 | 0.00 | $788,381 | $0 | $0 | Yes (X) | ||||
| LISA L CONNELL | ||||||||||
| FORMER SHRM VP/ EXEC. DIR, HRPS | 0.00 | 37.50 | $0 | $255,964 | $49,398 | Yes (X) | ||||
| J ROBERT CARR JD SHRM-SCP | ||||||||||
| FORMER SVP, MEM. & EXT. AFFAIRS | 0.00 | 0.00 | $192,081 | $0 | $1,450 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,215,244 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $628,188 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,277,190 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 134 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WUNDERMAN | |||||
| 1055 THOMAS JEFFERSON STREET NW | WASHINGTON | DC | 20007 | MARKETING SERVICES | $7,541,758 |
| HOLMES CORPORATION | |||||
| 2975 LONE OAK DRIVE SUITE 180 | EAGON | MN | 55121 | DEVELOPMENT/PROMOTION SERVICES | $6,439,463 |
| SAVOR CHICAGO AT MCCORMICK PLACE | |||||
| 2301 S LAKESHORE DRIVE | CHICAGO | IL | 60616 | CONFERENCE SERVICES | $1,743,760 |
| PROMETRIC INC | |||||
| PO BOX 223608 | PITTSBURGH | PA | 15251 | TESTING SERVICES | $1,595,919 |
| INVNT LLC | |||||
| 524 BROADWAY FLOOR 4 | NEW YORK | NY | 10012 | CONFERENCE SERVICES | $1,569,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 113 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $52,030,181 | $52,030,181 | ||
| ANNUAL CONFERENCE | 611430 | $32,641,704 | $26,663,557 | $5,978,147 | |
| CERTIFICATION PROGRAM | 900099 | $12,743,242 | $12,743,242 | ||
| SEMINARS | 611430 | $9,741,333 | $9,741,333 | ||
| ADVERTISING | 541800 | $9,202,207 | $9,202,207 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,381,211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,103,361 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $277,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $121,739,878 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,495,257 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $72,887 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,422,370 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $781,090 | TotalRevenueColumnAmt |
| Exclusion | $781,090 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,263,479 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $793,769 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $469,710 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $469,710 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15,139 | UnrelatedBusinessRevenueAmt |
| Exclusion | $454,571 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,682,333 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,179,348 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,502,985 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,502,985 | TotalRevenueColumnAmt |
| Exclusion | $3,502,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $19,660,620 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,159,174 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,501,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,421,214 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $80,232 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 561000 | $990,049 | $990,049 |
| MISCELLANEOUS | 900099 | $738,078 | $738,078 |
| MAILING LIST RENTAL | 900099 | $371,268 | $371,268 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,136 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $31,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $84,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,214,531 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,704,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,702,888 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,401,465 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,600,544 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,002,005 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,160,603 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,381 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,380,004 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,409,349 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,492,141 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,701,654 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,541 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,288,819 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080,421 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,646 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,192,906 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,122,433 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,777,015 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,577,145 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,020,528 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,703,851 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,169,523 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,657,475 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,377 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBI TAXES | $411,569 |
| CHAPTER SUPPORT | $2,219,739 |
| TESTING FEES | $1,663,657 |
| AGENCY/SALES COMMISSION | $1,658,055 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,555,914 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,602,751 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194 | BOYAmt |
| EOY | $194 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,784,935 | BOYAmt |
| EOY | $29,186,733 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,610,012 | BOYAmt |
| EOY | $2,881,024 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,097 | BOYAmt |
| EOY | $355,142 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,615,460 | BOYAmt |
| EOY | $9,598,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $71,381,693 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,924,342 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,424,157 | BOYAmt |
| EOY | $35,457,351 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,939,785 | BOYAmt |
| EOY | $127,861,881 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,286,022 | BOYAmt |
| EOY | $2,289,953 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,492,344 | BOYAmt |
| EOY | $7,866,277 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,438,006 | BOYAmt |
| EOY | $215,497,225 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,907,516 | BOYAmt |
| EOY | $15,555,335 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,009,879 | BOYAmt |
| EOY | $42,990,429 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,020,166 | BOYAmt |
| EOY | $1,540,252 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,319,565 | BOYAmt |
| EOY | $23,996,003 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,257,126 | BOYAmt |
| EOY | $84,082,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,180,880 | BOYAmt |
| EOY | $131,415,206 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,180,880 | BOYAmt |
| EOY | $131,415,206 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,438,006 | BOYAmt |
| EOY | $215,497,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,102,146 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$14,249,743 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $8,381,923 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $52,030,181 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $2,453,502 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$7,464,016 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | -$5,010,514 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,560,905 | AggregateReportedDuesNtcAmt |
| Carried Over | -$6,571,419 | CarriedOverAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,883,311 | OtherCostOrOtherBasisAmt |
| Book Value | $5,883,311 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,369,416 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,040,772 | DepreciationAmt |
| Book Value | $20,328,644 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,208,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,351,006 | DepreciationAmt |
| Book Value | $857,967 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,919,993 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,532,564 | DepreciationAmt |
| Book Value | $8,387,429 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,457,351 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED BENEFIT COST | $23,735,748 |
| DUE TO RELATED ENTITIES | $163,669 |
| DEPOSITS | $96,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,996,003 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $137,930,451 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$14,249,743 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,952,943 | OtherRevenueAmt |
| Revenue Not Reported | -$7,296,800 | RevenueNotReportedAmt |
| Revenue Subtotal | $145,227,251 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $477,646 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $477,646 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $145,704,897 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $138,078,048 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $6,952,943 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,952,943 | ExpensesNotReportedAmt |
| Expenses Subtotal | $131,125,105 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $477,646 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $477,646 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $131,602,751 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR WHICH MIGHT HAVE ANY EFFECT ON THE ORGANIZATION'S TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 793,769. COST OF GOODS SOLD 6,159,174. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 793,769. COST OF GOODS SOLD 6,159,174. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $4,299,902 |
| SOUTH ASIA | 0 | 0 | PROGRAM-RELATED INVESTMENT | $3,233,471 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM-RELATED INVESTMENT | $456,889 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $398,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $8,388,737 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,388,737 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | SHRM'S WHOLLY OWNED SUBSIDIARY, STRATEGIC HUMAN RESOURCE MANAGEMENT INDIA PRIVATE LIMITED, MAINTAINS 3 OFFICES WITH 31 EMPLOYEES AND INDEPENDENT CONTRACTORS AND PROVIDES PROGRAM SERVICES THROUGH EDUCATIONAL PROGRAMS IN SOUTH ASIA. SHRM'S WHOLLY OWNED SUBSIDIARY, SHRM CORPORATION, HAS A BEIJING WHOLLY FOREIGN OWNED ENTERPRISE, WHICH MAINTAINS 1 OFFICE AND FACILITATES PROGRAM SERVICES THROUGH EDUCATIONAL PROGRAMS IN EAST ASIA AND THE PACIFIC. SHRM CORPORATION ESTABLISHED SHRM MANAGEMENT CONSULTING (BEIJING) CO., LTD. TO PROVIDE HR RESEARCH AND EDUCATIONAL PROGRAMS IN CHINA. SHRM CORPORATION ALSO HAS ANOTHER WHOLLY OWNED SUBSIDIARY, SHRM MIDDLE EAST & AFRICA FZ LLC, WHICH MAINTAINS ONE OFFICE WITH APPROXIMATELY 3 EMPLOYEES AND PROVIDES EDUCATIONAL PROGRAMS IN THE MIDDLE EAST. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HR PEOPLE & STRATEGY INC | ||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 22314 | 132989471 | 501(C)(3) | $1,750,000 | GENERAL OPERATING SUPPORT | |
| SHRM FOUNDATION INC | ||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 22314 | 346610067 | 501(C)(3) | $802,605 | GENERAL OPERATING SUPPORT | |
| US DEPARTMENT OF EDUCATION | ||||||||
| 400 MARYLAND AVE SW | WASHINGTON | DC | 20202 | 521198289 | N/A | $30,000 | GENERAL CONFERENCE SUPPORT | |
| US CHAMBER OF COMMERCE FOUNDATION | ||||||||
| PO BOX 1200 | WASHINGTON | DC | 20013 | 461561597 | 501(C)(3) | $57,000 | GENERAL OPERATING SUPPORT | |
| JOBS FOR AMERICA'S GRADUATES INC | ||||||||
| 1729 KING STREET SUITE 100 | ALEXANDRIA | VA | 22314 | 521194546 | 501(C)(3) | $100,000 | GENERAL OPERATING SUPPORT | |
| THE SEMINAR NETWORK INC | ||||||||
| 2300 WILSON BOULEVARD SUITE 500 | ARLINGTON | VA | 22201 | 463508366 | 501(C)(3) | $100,000 | GENERAL OPERATING SUPPORT | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | 530196605 | 501(C)(3) | $25,000 | GENERAL OPERATING SUPPORT | |
| THIRD WAY FOUNDATION INC | ||||||||
| 1200 NEW HAMPSHIRE AVENUE NW SUITE | WASHINGTON | DC | 20036 | 521629221 | 501(C)(3) | $45,000 | GENERAL OPERATING SUPPORT | 575 |
| CONGRESSIONAL HISPANIC CAUCUS INSTITUTE | ||||||||
| 1128 16TH STREET NW | WASHINGTON | DC | 20036 | 521114225 | 501(C)(3) | $92,400 | GENERAL OPERATING SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DUE DILIGENCE IS PERFORMED FOR ALL POTENTIAL GRANT RECIPIENTS. GENERAL SUPPORT CONTRIBUTIONS ARE MADE TO WELL ESTABLISHED ORGANIZATIONS KNOWN FOR SUCCESSFUL OPERATIONS AND WORK THAT IS CLOSELY ALIGNED WITH SHRM'S MISSION AND OBJECTIVES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (32 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHNNY C TAYLOR JR SHRM-SCP | ||||||||||||||
| PRES & CEO/HRPS, SHRMF, & CFGI DIR | $664,961 | $0 | $12,601 | $0 | $25,422 | $0 | $53,833 | $0 | $12,495 | $0 | $769,312 | $0 | $0 | $0 |
| MARY MOHNEY CPA | ||||||||||||||
| TREASURER & CFO | $382,240 | $0 | $169,475 | $0 | $892 | $0 | $151,550 | $0 | $16,332 | $0 | $720,489 | $0 | $0 | $0 |
| ELIZABETH O BILLE JDSHRM-SCP | ||||||||||||||
| SEC./GEN. COUNSEL - UNTIL 08/2018 | $161,905 | $0 | $85,593 | $0 | $275 | $0 | $39,846 | $0 | $0 | $0 | $287,619 | $0 | $0 | $0 |
| EMILY DICKENS JD SEC | ||||||||||||||
| CHIEF OF STAFF | $215,633 | $0 | $0 | $0 | $606 | $0 | $25,029 | $0 | $5,283 | $0 | $246,551 | $0 | $0 | $0 |
| JESSICA PERRY | ||||||||||||||
| CHIEF DIGITAL OFFICER | $327,781 | $0 | $140,863 | $0 | $1,667 | $0 | $235,617 | $0 | $5,283 | $0 | $711,211 | $0 | $0 | $0 |
| MARGO VICKERS CHIEF | ||||||||||||||
| EXT. REL. OFF. - UNTIL 09/2018 | $309,069 | $0 | $60,707 | $0 | $78,949 | $0 | $272,408 | $0 | $4,406 | $0 | $725,539 | $0 | $0 | $0 |
| JEANEEN ANDREWS-FELDMAN | ||||||||||||||
| CHIEF MARKETING OFFICER | $326,100 | $0 | $116,935 | $0 | $1,806 | $0 | $86,230 | $0 | $15,149 | $0 | $546,220 | $0 | $0 | $0 |
| NICHOLAS SCHACHT SHRM-SCP | ||||||||||||||
| CHIEF GLOBAL DEV. OFFICER | $315,226 | $0 | $39,461 | $0 | $1,875 | $0 | $139,803 | $0 | $16,332 | $0 | $512,697 | $0 | $0 | $0 |
| ALEXANDER ALONSO PHD SHRM-SCP | ||||||||||||||
| CHIEF KNOWLEDGE ADVISOR | $248,320 | $0 | $77,828 | $0 | $420 | $0 | $37,196 | $0 | $10,971 | $0 | $374,735 | $0 | $0 | $0 |
| SCOTT OPPLER SHRM-SCP | ||||||||||||||
| VP. CERT. RESEARCH & ANALYSIS | $247,512 | $0 | $57,000 | $0 | $1,806 | $0 | $101,704 | $0 | $0 | $0 | $408,022 | $0 | $0 | $0 |
| MICHAEL AITKEN | ||||||||||||||
| VP, GOVERNMENT AFFAIRS | $222,297 | $0 | $50,789 | $0 | $1,737 | $0 | $66,077 | $0 | $16,332 | $0 | $357,232 | $0 | $0 | $0 |
| ANTHONY LEE | ||||||||||||||
| VP, EDITORIAL | $193,219 | $0 | $54,774 | $0 | $1,737 | $0 | $98,617 | $0 | $15,149 | $0 | $363,496 | $0 | $0 | $0 |
| ELISSA O'BRIEN SHRM-SCP CHIEF | ||||||||||||||
| MEMBER. OFFICER - UNTIL 09/2018 | $141,596 | $0 | $39,741 | $0 | $54,675 | $0 | $58,540 | $0 | $12,563 | $0 | $307,115 | $0 | $0 | $0 |
| STACEY B HOLVENSTOT | ||||||||||||||
| VP, MARKETING | $193,166 | $0 | $41,691 | $0 | $605 | $0 | $37,949 | $0 | $0 | $0 | $273,411 | $0 | $0 | $0 |
| MEGAN SMITH CPA | ||||||||||||||
| CONTROLLER | $180,344 | $0 | $48,323 | $0 | $554 | $0 | $37,981 | $0 | $16,332 | $0 | $283,534 | $0 | $0 | $0 |
| ELIZABETH W BLOCK | ||||||||||||||
| VP, MEETINGS & CONFERENCES | $184,741 | $0 | $40,501 | $0 | $2,563 | $0 | $53,626 | $0 | $4,905 | $0 | $286,336 | $0 | $0 | $0 |
| TIM CANNY | ||||||||||||||
| VP, ADVERTISING SALES | $186,291 | $0 | $37,477 | $0 | $2,580 | $0 | $95,790 | $0 | $12,327 | $0 | $334,465 | $0 | $0 | $0 |
| BETTINA DEYNES SHRM-SCP | ||||||||||||||
| CHIEF HR OFFICER - UNTIL 05/2018 | $107,968 | $0 | $56,370 | $0 | $55,327 | $0 | $5,023 | $0 | $6,910 | $0 | $231,598 | $0 | $0 | $0 |
| VLADAN DASIC | ||||||||||||||
| CIO - UNTIL 03/2018 | $56,288 | $0 | $46,706 | $0 | $108,648 | $0 | $21,928 | $0 | $3,803 | $0 | $237,373 | $0 | $0 | $0 |
| TRENT BURNER | ||||||||||||||
| VP, RESEARCH | $163,364 | $0 | $0 | $0 | $38,170 | $0 | $9,100 | $0 | $15,704 | $0 | $226,338 | $0 | $0 | $0 |
| VIVEK PATEL | ||||||||||||||
| DIR, TECH. SOLUTIONS | $166,695 | $0 | $30,536 | $0 | $342 | $0 | $28,455 | $0 | $16,332 | $0 | $242,360 | $0 | $0 | $0 |
| LYNN SHOTWELL SVP GLOBAL | ||||||||||||||
| OUTREACH & OPS - AS OF 10/18 | $52,882 | $175,354 | $0 | $52,624 | $111,329 | $743 | $21,897 | $52,149 | $4,083 | $12,249 | $190,191 | $293,119 | $0 | $0 |
| MICHELLE SPARACINO | ||||||||||||||
| VP, CERT SVC. & OPS - UNTIL 02/18 | $33,913 | $142,845 | $26,205 | $0 | $165 | $658 | $692 | $59,444 | $0 | $4,905 | $60,975 | $207,852 | $0 | $0 |
| SERGIO SANCHEZ-ZUFFEREY | ||||||||||||||
| VP, BRAND/MEM. VALUE - UNTIL 10/18 | $145,806 | $0 | $6,416 | $0 | $22,060 | $0 | $4,718 | $0 | $13,819 | $0 | $192,819 | $0 | $0 | $0 |
| TODD M OOSTERVEEN DIR | ||||||||||||||
| TECH INFRA. - UNTIL 12/2018 | $166,802 | $0 | $23,166 | $0 | $24,737 | $0 | $26,510 | $0 | $5,080 | $0 | $246,295 | $0 | $0 | $0 |
| KIMBERLY LAMBERT | ||||||||||||||
| ACCOUNT EXECUTIVE | $96,966 | $0 | $120,567 | $0 | $461 | $0 | $28,679 | $0 | $16,332 | $0 | $263,005 | $0 | $0 | $0 |
| PETER LEHMAYER | ||||||||||||||
| ACCOUNT EXECUTIVE | $97,600 | $0 | $100,491 | $0 | $315 | $0 | $21,075 | $0 | $5,283 | $0 | $224,764 | $0 | $0 | $0 |
| NANCY WOOLEVER | ||||||||||||||
| DIR. EXAM DEVELOPMENT | $150,449 | $0 | $27,294 | $0 | $1,226 | $0 | $47,373 | $0 | $0 | $0 | $226,342 | $0 | $0 | $0 |
| LA TANYA JAMES-ROUSE | ||||||||||||||
| ASSOCIATE GENERAL COUNSEL | $151,817 | $0 | $20,112 | $0 | $295 | $0 | $22,812 | $0 | $16,332 | $0 | $211,368 | $0 | $0 | $0 |
| HENRY G JACKSON CPA | ||||||||||||||
| FORMER PRES & CEO/HRPS & CFGI DIR | $30,653 | $0 | $757,523 | $0 | $205 | $0 | $0 | $0 | $0 | $0 | $788,381 | $0 | $0 | $0 |
| LISA L CONNELL | ||||||||||||||
| FORMER SHRM VP/ EXEC. DIR, HRPS | $0 | $212,653 | $0 | $42,345 | $0 | $966 | $0 | $37,071 | $0 | $12,327 | $0 | $305,362 | $0 | $0 |
| J ROBERT CARR JD SHRM-SCP | ||||||||||||||
| FORMER SVP, MEM. & EXT. AFFAIRS | $16,444 | $0 | $175,022 | $0 | $615 | $0 | $502 | $0 | $948 | $0 | $193,531 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | IT IS SHRM'S POLICY TO ALLOW BUSINESS CLASS TRAVEL TO ANY EMPLOYEE OR DIRECTOR FLYING INTERNATIONAL OR FLYING 5 HOURS OR LONGER. ALL BOARD OF DIRECTORS AND THE CEO ARE PERMITTED TO FLY BUSINESS/FIRST CLASS. COMPANION TRAVEL IS PERMITTED FOR BOARD OF DIRECTORS SERVING AS CHAIR OR IMMEDIATE PAST CHAIR. IN 2018, 14 DIRECTORS/OFFICERS AND 3 KEY EMPLOYEES RECEIVED FIRST CLASS/BUSINESS TRAVEL BENEFITS. SHRM ALSO PAID THE PERSONAL TRAINER FEES AND ANNUAL PHYSICAL FEES FOR THE CEO, AS WELL AS THE GROSS UP TAX PAYMENTS FOR THOSE IN 2018. |
| PART I, LINES 4A-B | SHRM MAINTAINS AN UNQUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR EXECUTIVES WHO MEET CERTAIN CRITERIA. THE PLAN IS UNFUNDED AND MAINTAINS NO ASSETS. AS OF DECEMBER 2018, MARY MOHNEY WAS A PARTICIPANT IN THE PLAN. SEVERANCE PAYMENTS WERE MADE TO THE FOLLOWING INDIVIDUALS IN 2018: SERGIO SANCHEZ-ZUFFEREY ($21,346), BETTINA DEYNES ($55,000), ELISSA O'BRIEN ($54,006), MARGO VICKERS ($76,923), TODD M. OOSTERVEEN ($24,464) AND VLADAN DASIC ($108,478). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN JUNE 2018, CFGI AND SHRM BOARDS OF DIRECTORS APPROVED THE DISSOLUTION OF CFGI AND MERGER OF ITS EMPLOYEES AND ACTIVITIES INTO SHRM, EFFECTIVE SEPTEMBER 30, 2018. |
| FORM 990, PART VI, SECTION A, LINE 4 | SHRM AMENDED ITS BYLAWS TO INCLUDE AN ENTERPRISE MEMBER CATEGORY. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE BYLAWS OF SHRM PROVIDE FOR 9 CLASSES OF MEMBERSHIP AS FOLLOWS: 1)PROFESSIONAL MEMBERS; 2)GENERAL MEMBERS; 3)ASSOCIATE MEMBERS; 4)LIFE MEMBERS; 5)RETIRED ANNUAL MEMBERS; 6)STUDENT MEMBERS; 7)GLOBAL MEMBERS; 8)SPECIAL EXPERTISE MEMBERS; 9) ENTERPRISE MEMBERS. NO CORPORATE MEMBERSHIPS ARE PERMITTED. THE REQUIREMENTS AND PRIVILEGES OF THE VARIOUS MEMBERSHIP CLASSES ARE SPECIFIED IN ARTICLE II OF SHRM'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTIONS OF OFFICERS AND DIRECTORS ARE CONDUCTED BY MAIL BALLOT IN ACCORDANCE WITH PROVISIONS OUTLINED IN ARTICLE VIII OF SHRM'S BYLAWS. EVERY PROFESSIONAL, GENERAL, SPECIAL EXPERTISE, RETIRED LIFE, PROFESSIONAL LIFE AND PAST CHAIR LIFE MEMBER OF SHRM, IN GOOD STANDING, SHALL BE ENTITLED TO ONE VOTE IN THE ELECTION OF SHRM'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | SHRM'S FEDERAL FORM 990 IS REVIEWED BY THE ACCOUNTING STAFF OF SHRM, INCLUDING THE CONTROLLER AND CFO. SUCH REVIEW TAKES PLACE UPON RECEIPT OF THE DRAFT FORM 990 FROM THE INDEPENDENT PUBLIC ACCOUNTING FIRM WHO CONDUCTS THE FINANCIAL STATEMENT AUDIT OF SHRM. ADDITIONALLY, THE BOARD OF DIRECTORS HAS DELEGATED REVIEW OF THE FEDERAL FORM 990 TO THE CHAIR OF THE AUDIT COMMITTEE. AFTER THE REVIEW OF THE FORM 990 BY THE CHAIR OF THE AUDIT COMMITTEE, THE FORM IS SENT TO THE FULL BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SHRM BOARD CONFLICT OF INTEREST POLICY PROVIDES THE FOLLOWING PROCEDURES FOR ADDRESSING POTENTIAL CONFLICTS OF INTEREST THAT MAY REQUIRE BOARD OR COMMITTEE ACTION, SUCH AS: 1) THE INTERESTED PERSON MUST DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST AND SUCH DISCLOSURE MUST BE REFLECTED IN THE MINUTES OF THE MEETING WHERE SUCH MATTER IS BEING REVIEWED; 2) THE INTERESTED PERSON IS PROHIBITED FROM PARTICIPATING IN DISCUSSIONS ABOUT THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND RESPOND TO QUESTIONS; 3) SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER EITHER AT OR OUTSIDE OF THE MEETING; 4) SUCH PERSON MAY NOT BE PRESENT TO HEAR THE BOARD OR COMMITTEE DISCUSSIONS ON THE MATTER; 5) SUCH INTERESTED PERSON IS PRECLUDED FROM VOTING ON THE MATTER AND SUCH PERSON'S PRESENCE MAY NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE AT THE MEETING; 6) SUCH PERSON MAY NOT BE PRESENT DURING THE VOTE UNLESS THE VOTE IS BY SECRET BALLOT; AND 7) SUCH PERSON'S INELIGIBILITY TO VOTE SHOULD BE REFLECTED IN THE MINUTES. ADDITIONALLY, THE SHRM EMPLOYEE CODE OF CONDUCT APPLIES TO ALL SHRM EMPLOYEES; AND ALL SHRM EMPLOYEES RECEIVE A COPY OF THE CODE OF CONDUCT AND RETURN AN ACKNOWLEDGEMENT TO THE SHRM HR DEPARTMENT THAT THEY UNDERSTAND AND WILL COMPLY WITH THE CODE OF CONDUCT. SECTION IV(K) OF THE CODE OF CONDUCT SETS FORTH THE CONFLICT OF INTEREST RULES APPLICABLE TO ALL EMPLOYEES. IT IS SHRM'S INTENT TO AVOID IMPROPRIETY IN ALL OF ITS DECISIONS AND ACTIONS. THE CODE OF CONDUCT REQUIRES EMPLOYEES TO AVOID TRANSACTIONS, ACTIVITIES AND RELATIONSHIPS WHICH PLACE THEIR PERSONAL INTERESTS IN CONFLICT WITH SHRM'S; NOT TO USE SHRM ASSETS OR THEIR POSITION AT SHRM FOR PERSONAL USE OR GAIN; NOT TO ACCEPT GIFTS FROM VENDORS UNLESS WITHIN SPECIFIED GIFT GUIDELINES. EMPLOYEES ARE INFORMED THAT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST MAY GO BEYOND DEALINGS WITH MEMBERS, CUSTOMERS, VENDORS OR SUPPLIERS. CONFLICTS MAY ALSO INVOLVE DEALINGS WITH MANAGERS, SUBORDINATES OR OTHER STAFF MEMBERS. IF A CONFLICT OR POTENTIAL CONFLICT ARISES, EMPLOYEES UNDER THE POLICY MAY CONSULT WITH THEIR SUPERVISOR, THEIR DEPARTMENT HEAD, SVP OR HUMAN RESOURCES. AT MINIMUM, IF AN EMPLOYEE OR HIS/HER IMMEDIATE FAMILY MEMBER HAVE AN INTEREST IN A VENDOR THE EMPLOYEE IS REQUIRED TO DISCLOSE SUCH CONFLICT OF INTEREST TO THEIR SVP (OR CEO IF THEY ARE A SVP) AND THE EMPLOYEE MUST NOT BE INVOLVED IN THE SELECTION, MANAGEMENT OR OVERSIGHT OF SUCH VENDOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO COMPENSATION IS SET BY THE BOARD OF DIRECTORS' COMPENSATION AND ORGANIZATION COMMITTEE. COMPENSATION OF EMPLOYEE OFFICERS AND SENIOR VICE PRESIDENTS ARE RECOMMENDED BY AN INDEPENDENT COMPENSATION CONSULTANT, THROUGH REVIEW OF RELEVANT COMPARABILITY DATA. THE RECOMMENDATION IS DISCUSSED AND SUBSTANTIATED BY THE CEO AND/OR CHRO AND APPROVED BY THE COMPENSATION AND ORGANIZATION COMMITTEE. ALL OTHER KEY EMPLOYEE COMPENSATION IS RECOMMENDED THROUGH A REVIEW OF RELEVANT COMPARABILITY DATA. THE RECOMMENDATION IS DISCUSSED AND SUBSTANTIATED BY THE CEO AND/OR CHRO. COMPENSATION AMOUNTS ARE DIRECTLY LINKED TO THE INDIVIDUAL'S PERFORMANCE RATING. THE SHRM BOARD OF DIRECTORS APPROVES A REASONABLE LEVEL OF HONORARIA FOR ALL BOARD MEMBERS, INCLUDING THE BOARD CHAIR AND IMMEDIATE PAST CHAIR, WHO ARE OFFICERS OF THE CORPORATION. THE SHRM GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS RECOMMENDS THE HONORARIA FOR ALL BOARD MEMBERS, AND THE FULL BOARD THEN APPROVES THE HONORARIA LEVEL. AT THE TIME OF RECOMMENDING AND APPROVING THE HONORARIA AND ITS LEVEL, THE GOVERNANCE COMMITTEE AND BOARD OF DIRECTORS RELY UPON SURVEYS AND AN OPINION OF AN OUTSIDE NATIONALLY RECOGNIZED COMPENSATION EXPERT SUPPORTING THE REASONABLENESS OF THE HONORARIA. THE OHIO NON-PROFIT CORPORATION ACT (CODE SECTION 1702.301), UNDER WHICH SHRM IS INCORPORATED, EXPRESSLY ALLOWS DIRECTORS TO VOTE TO ESTABLISH REASONABLE COMPENSATION FOR THEMSELVES, "IRRESPECTIVE OF ANY FINANCIAL OR PERSONAL INTEREST OF ANY OF THE DIRECTORS." |
| FORM 990, PART VI, SECTION C, LINE 19 | SHRM'S ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON SHRM'S ANNUAL REPORT. SHRM'S BYLAWS ARE ALSO AVAILABLE TO THE PUBLIC ON SHRM'S WEBSITE; AND THE ARTICLES OF INCORPORATION ARE AVAILABLE ON THE OHIO SECRETARY OF STATE CORPORATE DIVISION WEBSITE. SHRM WILL CONSIDER MAKING ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PENSION-RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS 5,182,707. CURRENCY TRANSLATION ADJUSTMENT -115,727. TRANSFER OF CFGI 3,314,943. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SHRM FOUNDATION INC | ||||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 223143499 | 346610067 | RESEARCH/SUPPORT HR STANDARDS | OH | 501(C)(3) | LINE 7 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | Yes (1) |
| COUNCIL FOR GLOBAL IMMIGRATION | ||||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 223143499 | 132781857 | EDUCATION & ADVOCACY ON EMPLOYMENT-BASED IMMIGRATION | DC | 501(C)(6) | N/A | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | Yes (1) |
| HR PEOPLE & STRATEGY INC | ||||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 223143499 | 132989471 | STRATEGIC HR EDUCATION | NY | 501(C)(3) | LINE 10 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHRM CORPORATION | ||||||||||||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 223143499 | 760839798 | ON-LINE JOBS ADVERTISING PROGRAM | VA | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | C | $1,648,976 | $654,878 | 1.00000 | Yes (1) | ||||||
| STRATEGIC HUMAN RESOURCE MGM'T INDIA PVT LTD | ||||||||||||||||||
| 802212005 | HR RESEARCH AND EDUCATIONAL PROGRAMS IN INDIA | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | C | $1,335,419 | $2,788,218 | 1.00000 | Yes (1) | REGUS ORCHID BUS CTR 311 | CORINTHIAN BLDG KHAR | MUMBAI | IN | 40052 | IN | |||||
| SHRM MEA FZ-LLC | ||||||||||||||||||
| EDUCATIONAL PROGRAMS IN THE MIDDLE EAST | SHRM CORPORATION | C | Yes (1) | EXECUTIVE OFFICE NO 21 BLOCK 09 | DUBAI | AE | AE | |||||||||||
| SHRM MANAGEMENT CONSULTING (BEIJING) CO LTD | ||||||||||||||||||
| HR RESEARCH AND EDUCATIONAL PROGRAMS IN CHINA | SHRM CORPORATION | C | Yes (1) | GATEWAY PLAZA 18 XIAGUANGLI E 3R | BEIJING | CH | 100027 | CH | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (20 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HR PEOPLE & STRATEGY INC | ||
| B | $1,750,000 | CASH |
| SHRM FOUNDATION INC | ||
| B | $802,605 | CASH |
| SHRM MEA FZ-LLC | ||
| B | $180,000 | CASH |
| SHRM CORPORATION | ||
| F | $750,000 | CASH |
| COUNCIL FOR GLOBAL IMMIGRATION | ||
| L | $178,501 | FMV |
| HR PEOPLE & STRATEGY INC | ||
| L | $399,050 | FMV |
| SHRM CORPORATION | ||
| L | $297,125 | FMV |
| STRATEGIC HUMAN RESOURCE MGM'T INDIA PVT LTD | ||
| M | $354,898 | FMV |
| COUNCIL FOR GLOBAL IMMIGRATION | ||
| N | $78,322 | FMV |
| HR PEOPLE & STRATEGY INC | ||
| N | $73,080 | FMV |
| SHRM FOUNDATION INC | ||
| N | $73,080 | FMV |
| SHRM CORPORATION | ||
| O | $217,956 | COST |
| SHRM CORPORATION | ||
| P | $127,398 | COST |
| STRATEGIC HUMAN RESOURCE MGM'T INDIA PVT LTD | ||
| P | $543,142 | COST |
| SHRM FOUNDATION INC | ||
| P | $821,191 | COST |
| COUNCIL FOR GLOBAL IMMIGRATION | ||
| Q | $144,991 | COST |
| SHRM FOUNDATION INC | ||
| Q | $480,990 | COST |
| HR PEOPLE & STRATEGY INC | ||
| Q | $347,511 | COST |
| STRATEGIC HUMAN RESOURCE MGM'T INDIA PVT LTD | ||
| Q | $220,030 | COST |
| COUNCIL FOR GLOBAL IMMIGRATION | ||
| S | $2,933,382 | BOOK VALUE |