SHRM FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHRM FOUNDATION INC (EIN 34-6610067)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201543179349302309
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T09:17:50-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521511275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346610067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHRM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHRM | 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 | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7035483440 | PhoneNum |
| Signature | 2015-11-13 | 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 | 2028225000 | PhoneNum |
| Preparation | 2015-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK J SCHMIT | 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 | $17,727,488 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHRM.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT DEVELOPING AND RAISING HUMAN RESOURCE MANAGEMENT PERFORMANCE STANDARDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 153 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,178,816 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,685,467 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $165,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,054,970 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,294,749 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,056 | PYOtherRevenueAmt |
| CY Other Revenue | -$656 | CYOtherRevenueAmt |
| PY Total Revenue | $4,424,842 | PYTotalRevenueAmt |
| CY Total Revenue | $3,979,560 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,000,546 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,142,339 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $902,282 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $918,236 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $4,744 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $4,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $249,113 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,024,433 | PYOtherExpensesAmt |
| CY Other Expenses | $922,637 | CYOtherExpensesAmt |
| PY Total Expenses | $2,932,005 | PYTotalExpensesAmt |
| CY Total Expenses | $2,987,212 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,492,837 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $992,348 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,255,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,198,873 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $511,781 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $822,672 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,743,493 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,376,201 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SHRM FOUNDATION ADVANCES GLOBAL HUMAN CAPITAL KNOWLEDGE AND PRACTICE BY PROVIDING THOUGHT LEADERSHIP AND EDUCATIONAL SUPPORT, AND SPONSORING, FUNDING AND DRIVING THE ADOPTION OF CUTTING-EDGE, ACTIONABLE, EVIDENCE-BASED RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,609,597 | ExpenseAmt |
| Grant | $920,213 | GrantAmt |
| Desc | THE FOUNDATION CONDUCTS AND SUPPORTS RESEARCH STUDIES IN THE FIELD OF HUMAN RESOURCE MANAGEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $329,675 | ExpenseAmt |
| Grant | $222,126 | GrantAmt |
| Desc | THE FOUNDATION FUNDS HUMAN RESOURCE SCHOLARSHIPS FOR STUDENTS AND HUMAN RESOURCE PROFESSIONALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $261,444 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | THE FOUNDATION PRODUCES EFFECTIVE PRACTICE GUIDES, EVENTS AND VIDEOS AS A MEANS OF DISSEMINATING RELEVANT RESEARCH STUDY INFORMATION RELATED TO THE FIELD OF HUMAN RESOURCE MANAGEMENT TO THE GENERAL PUBLIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,200,716 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | 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 | 0 | LocalChaptersInd |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES R SCHULTZ | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TOM DARROW | ||||||||
| CHAIR ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH LARSON | ||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN GINSBURGH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERLINDE HERRMANN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD KLIMOSKI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD LAWLER III | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN B PAUL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEREIDA PEREZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF TH PON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $414,255 | $53,925 | 37.50 | ||
| ANN MARIE RYAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA RYNES PHD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH P SARTAIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TINA SUNG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| M SUSAN TAYLOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PADMA THIRUVENGADAM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK J SCHMIT | ||||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $270,374 | $0 | $89,403 | |||
| ELIZABETH MCFARLAND | ||||||||
| DIRECTOR OF PROGRAMS | 37.50 | $127,452 | $0 | $33,543 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $397,826 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $414,255 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $176,871 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ECONOMIST INTELLIGENCE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST 57TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RESEARCH, REPORT WRITING & MARKETING | ServicesDesc |
| Compensation | $318,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $626,219 | RelatedOrganizationsAmt |
| All Other Contributions | $2,059,248 | AllOtherContributionsAmt |
| Noncash Contributions | $63,194 | NoncashContributionsAmt |
| Total Contributions | $2,685,467 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $527,743 | TotalRevenueColumnAmt |
| Exclusion | $527,743 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,510,321 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,743,315 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $767,006 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $767,006 | TotalRevenueColumnAmt |
| Exclusion | $767,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,587 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,613 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,026 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,026 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $370 | TotalRevenueColumnAmt |
| Exclusion | $370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $370 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,979,560 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,026 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,295,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,361 | TotalAmt |
| Program Services | $762,361 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,363 | TotalAmt |
| Program Services | $291,363 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,615 | TotalAmt |
| Program Services | $88,615 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,777 | TotalAmt |
| Program Services | $233,855 | ProgramServicesAmt |
| Management And General | $53,966 | ManagementAndGeneralAmt |
| Fundraising | $71,956 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,313 | TotalAmt |
| Program Services | $273,854 | ProgramServicesAmt |
| Management And General | $63,197 | ManagementAndGeneralAmt |
| Fundraising | $84,262 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,971 | TotalAmt |
| Program Services | $35,086 | ProgramServicesAmt |
| Management And General | $8,091 | ManagementAndGeneralAmt |
| Fundraising | $10,794 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,523 | TotalAmt |
| Program Services | $23,749 | ProgramServicesAmt |
| Management And General | $5,466 | ManagementAndGeneralAmt |
| Fundraising | $7,308 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,652 | TotalAmt |
| Program Services | $30,324 | ProgramServicesAmt |
| Management And General | $6,998 | ManagementAndGeneralAmt |
| Fundraising | $9,330 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,467 | TotalAmt |
| Management And General | $22,467 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Fundraising | $4,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,431 | TotalAmt |
| Management And General | $115,431 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,917 | TotalAmt |
| Program Services | $335,249 | ProgramServicesAmt |
| Management And General | $64,533 | ManagementAndGeneralAmt |
| Fundraising | $4,135 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,074 | TotalAmt |
| Program Services | $15,042 | ProgramServicesAmt |
| Management And General | $13,416 | ManagementAndGeneralAmt |
| Fundraising | $35,616 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,279 | TotalAmt |
| Program Services | $49,606 | ProgramServicesAmt |
| Management And General | $128,858 | ManagementAndGeneralAmt |
| Fundraising | $12,815 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,010 | TotalAmt |
| Program Services | $58,946 | ProgramServicesAmt |
| Management And General | $38,832 | ManagementAndGeneralAmt |
| Fundraising | $7,232 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $14,112 | $13,557 | $555 | |
| STAFF DEVELOPMENT | $4,101 | $615 | $820 | $2,666 |
| DUES/SUBSCRIPTIONS | $2,246 | $1,956 | $290 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,987,212 | TotalAmt |
| Program Services | $2,200,716 | ProgramServicesAmt |
| Management And General | $537,383 | ManagementAndGeneralAmt |
| Fundraising | $249,113 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,926 | BOYAmt |
| EOY | $694,129 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,303 | BOYAmt |
| EOY | $607,005 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,989 | BOYAmt |
| EOY | $1,190,007 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,322 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,056,421 | BOYAmt |
| EOY | $16,469,700 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,018 | BOYAmt |
| EOY | $238,032 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,255,274 | BOYAmt |
| EOY | $19,198,873 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,110 | BOYAmt |
| EOY | $747,405 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,000 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $44,975 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,671 | BOYAmt |
| EOY | $20,292 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,781 | BOYAmt |
| EOY | $822,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,524,073 | BOYAmt |
| EOY | $15,699,158 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,590,086 | BOYAmt |
| EOY | $2,009,543 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $629,334 | BOYAmt |
| EOY | $667,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,743,493 | BOYAmt |
| EOY | $18,376,201 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,255,274 | BOYAmt |
| EOY | $19,198,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $992,348 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$803,978 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$555,662 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,383,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,193,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,220,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,178,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,685,467 | CurrentTaxYearAmt |
| Total | $13,661,783 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,383,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,193,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,220,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,178,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,685,467 | CurrentTaxYearAmt |
| Total | $13,661,783 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,032,085 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,629,698 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $286,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $355,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $415,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $499,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $527,743 | CurrentTaxYearAmt |
| Total | $2,084,925 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $25,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $370 | CurrentTaxYearAmt |
| Total | $26,110 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,772,818 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $174,240 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 25,740. 2014 AMOUNT: $ 370. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,450,624 | BeginningYearBalanceAmt |
| Contributions | $67,500 | ContributionsAmt |
| Investment Earnings Or Losses | $14,131 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,426 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,510,829 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,425,761 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,881 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,018 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,450,624 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,369,774 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $73,756 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,769 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,425,761 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,416,858 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$47,084 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,369,774 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,357,501 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $59,357 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,416,858 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44180 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09490 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ENTITIES | Desc |
| Amt | $20,292 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,292 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,395,894 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$803,978 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $331,130 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $4,613 | OtherRevenueAmt |
| Revenue Not Reported | -$468,235 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,864,129 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $115,431 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $115,431 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,979,560 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,207,524 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $331,130 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $4,613 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $335,743 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,871,781 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $115,431 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $115,431 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,987,212 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN ACCORDANCE WITH DONOR RESTRICTIONS, EARNINGS ON THE PERMANENTLY RESTRICTED GENERAL ENDOWMENT ARE CONSIDERED AVAILABLE TO SUPPORT THE GENERAL OPERATIONS OF THE FOUNDATION AND ARE THEREFORE RECOGNIZED AS UNRESTRICTED SUPPORT. EARNINGS UP TO $10,000 ANNUALLY FROM INTEREST AND DIVIDENDS ON THE PERMANENTLY RESTRICTED SUSAN R. MEISINGER FELLOWSHIP ARE TO BE AVAILABLE TO SUPPORT AN ANNUAL AWARD OF UP TO $10,000 FOR AT LEAST ONE SELECTED GRADUATE STUDENT IN THE FIELD OF HUMAN RESOURCES. TEMPORARILY RESTRICTED LOSEY FUNDS AND ITS EARNINGS ARE BOARD DESIGNATED TO SUPPORT AN ANNUAL RESEARCH AWARD TO AN INDIVIDUAL WHO HAS DEMONSTRATED SIGNIFICANT CONTRIBUTIONS TO THE FIELD OF HUMAN RESOURCE MANAGEMENT. |
| PART X, LINE 2: | THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 4,613. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 4,613. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $24,695 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $34,478 | |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $750 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $2,800 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $10,000 | |
| NORTH AMERICA (INCLUDING CANADA & MEXICO, BUT NOT THE U.S.) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $15,892 | |
| NORTH AMERICA (INCLUDING CANADA & MEXICO, BUT NOT THE U.S.) | 0 | 0 | PROGRAM SERVICES | $4,065 | HR EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $92,680 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $92,680 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC | RESEARCH | $33,728 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | RESEARCH | $21,138 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| ACADEMIC AWARD | SUB-SAHARAN AFRICA | 1 | $2,000 | WIRE |
| CERTIFICATION AWARD | SOUTH ASIA | 1 | $800 | WIRE |
| CERTIFICATION AWARD | EAST ASIA AND THE PACIFIC | 1 | $750 | WIRE |
| CERTIFICATION AWARD | SOUTH AMERICA | 1 | $750 | WIRE |
| RESEARCH GRANT | NORTH AMERICA (INCLUDING CANADA & MEXICO, BUT NOT THE U.S.) | 1 | $15,892 | WIRE |
| RESEARCH GRANT | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $10,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ON AN ANNUAL BASIS, GRANT RECIPIENTS ARE REQUIRED TO SEND IN THREE PROJECT UPDATES EXPLAINING THEIR PROGRESS ON THE RESEARCH. WHEN REQUESTING REIMBURSEMENTS, THE GRANT RECIPIENTS SEND DETAILED INVOICES ACCOUNTING FOR THE EXPENSES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MICHIGAN STATE UNIVERSITY | |||||||
| N475 N BUSINESS COMPLEX | LANSING | MI | 48824 | 386005984 | 501(C)(3) | $23,000 | HR RESEARCH |
| UNIVERSITY OF NORTH CAROLINA | |||||||
| 104 AIRPORT DRIVE CB11350 | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $17,941 | HR RESEARCH |
| UNIVERSITY OF COLORADO | |||||||
| PO BOX 910238 | DENVER | CO | 80291 | 846000555 | 501(C)(3) | $12,239 | HR RESEARCH |
| UNIVERSITY OF CINCINNATI | |||||||
| PO BOX 21022 | CINCINNATI | OH | 45221 | 316000989 | 501(C)(3) | $36,651 | HR RESEARCH |
| CORNELL UNIVERSITY | |||||||
| PO BOX 22 | ITHACA | NY | 14851 | 150532082 | 501(C)(3) | $32,711 | HR RESEARCH |
| OHIO UNIVERSITY | |||||||
| 1 OHIO UNIVERSITY | ATHENS | OH | 45701 | 316402113 | 501(C)(3) | $55,993 | HR RESEARCH |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| PO BOX 160118 | ORLANDO | FL | 32816 | 592924021 | 501(C)(3) | $59,624 | HR RESEARCH |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 45155 RESEARCH PLACE | ASHBURN | VA | 20147 | 530196584 | 501(C)(3) | $55,188 | HR RESEARCH |
| CENTER FOR CREATIVE LEADERSHIP | |||||||
| PO BOX 26300 | GREENSBORO | NC | 27438 | 237079591 | 501(C)(3) | $44,098 | HR RESEARCH |
| UNIVERSITY OF ILLINOIS | |||||||
| 601 S MORGAN STREET | CHICAGO | IL | 60607 | 376000511 | 501(C)(3) | $17,000 | HR RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| RESEARCH GRANTS | 5 | $77,287 |
| ACADEMIC AWARDS | 48 | $159,026 |
| CERTIFICATION AWARDS | 72 | $54,050 |
| STUDENT ADVISOR | 1 | $1,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ON AN ANNUAL BASIS, GRANT RECIPIENTS ARE REQUIRED TO SEND IN THREE PROJECT UPDATES EXPLAINING THEIR PROGRESS ON THE RESEARCH. WHEN REQUESTING REIMBURSEMENTS, THE GRANT RECIPIENTS SEND DETAILED INVOICES ACCOUNTING FOR THE EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFF TH PON | ||||||||||||||
| DIRECTOR | $0 | $319,881 | $0 | $94,374 | $0 | $0 | $0 | $36,524 | $0 | $17,401 | $0 | $468,180 | $0 | $0 |
| MARK J SCHMIT | ||||||||||||||
| EXECUTIVE DIRECTOR | $207,452 | $0 | $62,922 | $0 | $0 | $0 | $83,202 | $0 | $6,201 | $0 | $359,777 | $0 | $0 | $0 |
| ELIZABETH MCFARLAND | ||||||||||||||
| DIRECTOR OF PROGRAMS | $114,074 | $0 | $13,378 | $0 | $0 | $0 | $27,920 | $0 | $5,623 | $0 | $160,995 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART II, LINE 1: | JEFF T. H. PON IS AN EMPLOYEE OF THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) COMPENSATED IN THE CAPACITY AS CHIEF HUMAN RESOURCE OFFICER. |
| SCHEDULE J, PART I, LINES 6 & 7: | ALL EMPLOYEES ARE ELIGIBLE TO RECEIVE AN INCENTIVE COMPENSATION PAYMENT BASED ON THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM), A RELATED ENTITY FOR GAAP FINANCIAL REPORTING PURPOSES, MEETING KEY PERFORMANCE GOALS. THE GOALS ARE APPROVED BY THE SHRM BOARD OF DIRECTORS AND INCLUDE MEMBER SATISFACTION, MEMBER COUNTS, ANNUAL CONFERENCE ATTENDEE COUNTS, PROVIDING A WORLD CLASS WORK ENVIRONMENT, LONG-TERM STRATEGIC INITIATIVES AND FINANCIAL RESULTS. EACH GOAL IS GIVEN A WEIGHTED AVERAGE PERCENTAGE OF THE TOTAL GOAL. INCENTIVE COMPENSATION PAYMENTS ARE BASED ON AN EMPLOYEE'S EARNINGS, POSITION, INDIVIDUAL PERFORMANCE AND THE ANNUAL PERFORMANCE OF THE ORGANIZATION. AFTER THE CALENDAR YEAR, THE SHRM BOARD REVIEWS ACTUAL RESULTS VERSUS THE GOALS AND APPROVES THE INCENTIVE COMPENSATION PAYMENTS. FOR 2014, SHRM MET ITS FINANCIAL GOAL AND PAID EMPLOYEES INCENTIVE COMPENSATION BASED ON SHRM'S FINANCIAL RESULTS RANGING FROM .45% TO 1.86% OF AN EMPLOYEE'S ANNUAL SALARY. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $295 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $760 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,655 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,979 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,615 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ELECTRONICS | 11 | $3,290 | SALES PRICE |
| Yes (X) | TRIPS | 2 | $1,400 | SALES PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE FOUNDATION HAS A STRATEGIC PARTNERSHIP AGREEMENT WITH THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) WHEREBY SHRM PROVIDES MANAGEMENT AND ADMINISTRATIVE SUPPORT SERVICES FOR THE FOUNDATION. SHRM SERVICES PROVIDED FOR THE FOUNDATION ARE THOSE TYPICALLY PROVIDED BY A CFO, INCLUDING IN PERTINENT PART: PREPARATION OF MONTHLY FINANCIAL STATEMENTS, OVERSIGHT OF THE ANNUAL AUDIT, TAX RETURN PREPARATION, INVESTMENT ASSISTANCE, AND ADVICE AND COUNSEL ON FINANCES. IN ADDITION, THE FOUNDATION HAS AGREED TO ADHERE TO ALL SHRM ADMINISTRATIVE PROCESSES AND POLICIES (E.G., PURCHASING, DOCUMENT RETENTION, CONTRACT APPROVAL) AND TO SHRM FINANCE AND ACCOUNTING POLICIES. UNDER THIS AGREEMENT, THE FOUNDATION BUDGET IS PREPARED IN CONSULTATION WITH SHRM. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) PRESIDENT/CEO, OR HIS DESIGNEE, SHALL BE A VOTING EX OFFICIO DIRECTOR ON THE FOUNDATION'S BOARD. THE SHRM BOARD IS REQUIRED TO ELECT THE REMAINING FOUNDATION DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION'S FEDERAL FORM 990 IS REVIEWED BY THE ACCOUNTING STAFF OF THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM), INCLUDING THE CONTROLLER AND CFO, THE EXECUTIVE DIRECTOR OF THE FOUNDATION, AND THE TREASURER OF THE FOUNDATION'S BOARD. SUCH REVIEWS TAKE PLACE UPON RECEIPT OF THE DRAFT FEDERAL FORM 990 PREPARED BY THE INDEPENDENT PUBLIC ACCOUNTING FIRM THAT CONDUCTS THE FINANCIAL STATEMENT AUDIT OF THE FOUNDATION. THE REVIEW INVOLVES A CHECK OF ALL NARRATIVE INFORMATION FOR ACCURACY AND COMPLETENESS AND A COMPARISON OF FINANCIAL DATA WITH THE AUDITED FINANCIAL STATEMENTS AND THE BOOKS AND RECORDS OF THE ORGANIZATION. ADDITIONALLY, ALL MEMBERS OF THE BOARD HAVE THE OPPORTUNITY TO REVIEW THE FORM. PRIOR TO FILING THE FEDERAL FORM 990 WITH THE INTERNAL REVENUE SERVICE, A COMPLETE COPY IS PROVIDED TO ALL VOTING MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD'S 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 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. THE SHRM EMPLOYEE CODE OF CONDUCT APPLIES TO ALL SHRM FOUNDATION EMPLOYEES; AND ALL SHRM FOUNDATION 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 FOUNDATION'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 PERSONAL INTEREST IN CONFLICT WITH SHRM FOUNDATION'S; NOT TO USE ORGANIZATIONAL ASSETS OR THEIR POSITION AT SHRM FOUNDATION FOR PERSONAL USE OR GAIN; NOT TO ACCEPT GIFTS FROM VENDORS UNLESS WITHIN THE SPECIFIED GIFT GUIDELINES IN THE CODE. 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 HAS 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. IN ADDITION, ALL CONTRACTS OVER $10,000 ARE REQUIRED TO BE REVIEWED BY THE GENERAL COUNSEL'S OFFICE AND TO BE PRESENTED TO GENERAL COUNSEL UNDER A COMPLETED CONTRACT ROUTING FORM. THE CONTRACT ROUTING FORM REQUIRES THE INDIVIDUAL WHO INITIATES THE CONTRACT TO COMMENT ON PERSONAL RELATIONSHIPS OR FRIENDSHIPS WITH VENDORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE EXECUTIVE DIRECTOR AT THE SHRM FOUNDATION IS RECOMMENDED BY AN INDEPENDENT COMPENSATION CONSULTANT THROUGH REVIEW OF RELEVANT COMPARABILITY DATA. THE RECOMMENDATION IS DISCUSSED AND SUBSTANTIATED BY THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) CEO AND/OR CHRO. COMPENSATION AMOUNTS ARE DIRECTLY LINKED TO THE INDIVIDUAL'S PERFORMANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | THOUGHT LEADERS RETREAT: PROGRAM SERVICE EXPENSES 262,692. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 262,692. GRANT PRESCREENING SERVICES: PROGRAM SERVICE EXPENSES 43,368. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,368. PAYMENT PROCESSING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,135. TOTAL EXPENSES 4,135. VIDEO PRODUCTION: PROGRAM SERVICE EXPENSES 29,133. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,133. BOOKS & PUBLICATIONS: PROGRAM SERVICE EXPENSES 56. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 64,533. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,533. |
| FORM 990, PART XI, LINE 9: | PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COST -555,662. |
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | |||||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 223143499 | 340948453 | SERVE NEEDS OF HR PROFESSIONALS | OH | 501(C)(6) | N/A | N/A | 0 | |
| COUNCIL FOR GLOBAL IMMIGRATION | |||||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 223143499 | 132781857 | EMPLOYMENT-BASED IMMIGRATION, EDUCATION & ADVOCACY | DC | 501(C)(6) | N/A | 0 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | |
| HR PEOPLE & STRATEGY INC | |||||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 223143499 | 132989471 | STRATEGIC HR EDUCATION | NY | 501(C)(3) | LINE 9 | 0 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | 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 | 0 | ||||||
| STRATEGIC HUMAN RESOURCE MGM'T INDIA PVT LTD | |||||||||||||||
| 802212005 | HR RESEARCH AND EDUCATIONAL PROGRAMS IN INDIA | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | C | 0 | TRADE CENTER LEVEL 1 1056 | BANDRA KURLA COMPLEX | MUMBAI | IN | 40051 | IN | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| C | $640,149 | CASH |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| M | $527,368 | COST |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| P | $269,184 | COST |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| N | $73,100 | COST |
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