Nonprofit · EIN 59-1620330
SHRM SWFL INC
Tax-exempt · FORT MYERS, FL 33906
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $105,923 | $90,738 | $15,185 | $100,820 | – | $100,820 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $33,606
- Membership dues
- $8,565
- Program service revenue
- $47,683
- Investment income
- $37
- Net gain from sales of assets
- -$20
- Other revenue
- $16,052
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $5,403
- Printing, publications and postage
- $256
- Other expenses
- $85,079
- Program services (functional)
- $76,573
Balance sheet and other
- Total assets, start of year
- $85,635
- Total assets, end of year
- $100,820
- Total liabilities, end of year
- –
- Net assets, end of year
- $100,820
- Cash, savings and investments
- $100,820
- Gross receipts
- $106,043
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Keith Coghlan | VP Membership | 1 | $0 |
| Brooke Weinberg | VP Programs | 12 | $0 |
| Yohana Rothenberg | Director | 1 | $0 |
| Nancy White | Treasurer | 4 | $0 |
| Laura Siebenmorgan | President-Elect | 3 | $0 |
| Molly Grubbs | Director | 3 | $0 |
| Angela Pruitt | Past President | 3 | $0 |
| Traci Garrity | Secretary | 1 | $0 |
| Michele Snyder | Director | 1 | $0 |
| Shannon Fibbe | Director | 1 | $0 |
| Nancy Korista | Director | 1 | $0 |
| Brian Sauls | President | 5 | $0 |
| Kati Cook | Director | 1 | $0 |
| Cristy Pagel | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 61984, FORT MYERS, FL 33906-1984
- In care of
- % SANDIE PETERSON
- Mailing address (990-N for 2013)
- PO BOX 61984, FORT MYERS FL 339061984
- Principal officer (990-N for 2013)
- NANCY KORISTA, PO BOX 61984, FORT MYERS FL 33906
- Signed the 990-EZ
- Nancy White, Treasurer
- Phone
- (239) 938-5922
- Return prepared by
- Rogers Wood Hill Starman & Gustason PA
Mission
SHRM SWFL IS A LOCAL CHAPTER OF THE NATIONAL SOCIETY FOR HUMAN RESOURCEMANAGEMENT (SHRM). SHRM SWFL IS A GROUP OF HUMAN RESOURCE PROFESSIONALS WHOCOME TOGETHER TO DISCUSS ISSUES RELATED TO HUMAN RESOURCE MANAGEMENT AND TOFIND WAYS TO BETTER SERVE THEIR EMPLOYERS AND EMPLOYEES.OUR PURPOSE IS TO PROMOTE AND ADVANCE THE UNDERSTANDING AND APPLICATION OFEVERY PHASE OF HUMAN RESOURCE MANAGEMENT; TO ENDEAVOR TO ESTABLISH ANDIMPROVE IDEALS, PERFORMANCE AND STANDARDS OF ETHICAL CONDUCT AND RELATIONSHIPS IN THE FIELD OF HUMAN RESOURCES; TO ENCOURAGE COOPERATIONAMONG MEMBERS FOR THE EXCHANGE OF IDEAS, DISCUSSION OF PROBLEMS AND THEDISSEMINATION OF INFORMATION IN THE FIELD OF HUMAN RESOURCES; TO DEVELOPGREATER RECOGNITION OF THE HUMAN RESOURCE FUNCTION.
Program accomplishments
- LUNCHEONS: SHRM SWFL PUTS ON MONTHLY LUNCHEON MEETINGS FOR ITS MEMBERSHIP. AT EACH LUNCHEON, A SPEAKER IS BROUGHT IN TO DISCUSS TOPICS RELEVANT TOTHE HR PROFESSION, AND CERTIFICATION CREDITS ARE AVAILABLE TO ATTENDEES.IN ADDITION TO CERTIFICAITON CREDITS/EDUCATION, ATTENDEES ALSO HAVE ANOPPORTUNITY TO NETWORK WITH OTHER HR-RELATED PROFESSSIONALS. MEETINGS AREOPEN TO THE PUBLIC, AND WE OFTEN HAVE MANY GUEST ATTENDEES. ATTENDANCEVARIES DEPENDING ON THE TIME OF YEAR AND TOPIC, BUT GENERALLY RANGES FROM60-80 PEOPLE.BULK TICKETS: EACH YEAR, SHRM SWFL PURCHASES GROUPS OF BULK TICKETS TO THEHR FLORIDA STATE CONFERENCE, THE LARGEST HR CONFERENCE IN THE STATE. OURCHAPTER IS ABLE TO PURCHASE THE TICKETS AT A DEEP DISCOUNT, THEN OFFER THEMTO OUR MEMBERSHIP AT THAT DISCOUNTED PRICE. BULK TICKETS CAN ONLY BEPURCHASED BY A CHAPTER, AND NOT AS INDIVIDUALS. WE REQUIRE SOMEONE TO BE AMEMBER TO PURCHASE A BULK TICKET, SO THIS SERVICE PPOTENTIALLY BENFITS UPTO 20-30 PEOPLE. ON AVERAGE, WE PURCHASE AND SELL 20-30 BULK TICKETS EACHYEAR.SHRM FOUNDATION: OUR CHAPTER RAISES MONEY EACH YEAR TO DONATE TO THE SHRMFOUNDATION. THE SHRM FOUNDATION PROVIDES THOUGHT LEADERSHIP ANDEDUCATIONAL SUPPORT, SPONSORING,FUNDING, AND DRIVING EDUCATIONAL RESEARCH,AND SCHOLOARSHIPS TO HR PROFESSIONALS. WE HOST NETWORKING EVENTS TO RAISEMONEY FOR THE DONATION. THIS YEAR BETWEEN OUR CASH DONATIONS AND DONATIONOF SILENT AUCTION ITEMS TO AUCTIONS BENEFITTING SHRM FOUNDATION, OURCHAPTER HAS DONATED $436.Expenses $76,573
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 59-1620330
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $100,820
- Income (IRS master file)
- $106,043
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | – | – | – | IRS |
| 990-EZ | December 2023 | $72,290 | $95,486 | $85,635 | IRS |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: NANCY KORISTA | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about SHRM SWFL INC
- What is the EIN of SHRM SWFL INC?
- The employer identification number (EIN) of SHRM SWFL INC is 59-1620330.
- Is SHRM SWFL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1996.
- Are donations to SHRM SWFL INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHRM SWFL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHRM SWFL INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHRM SWFL INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of SHRM SWFL INC?
- The 990-N for 2013 names NANCY KORISTA.
- Who are the officers and directors of SHRM SWFL INC?
- The 990-EZ for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does SHRM SWFL INC have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $105,923, expenses of $90,738 and total assets of $100,820 at year end.
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