TY 2024 Form 990EZ

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? 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.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 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. (Grants $ ) If this amount includes foreign grants, check here ...			28a	76,573
29 (Grants $ ) If this amount includes foreign grants, check here ...			29a
30 (Grants $ ) If this amount includes foreign grants, check here ...			30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32	76,573

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
Keith Coghlan VP Membership	1.00	0
Brooke Weinberg VP Programs	12.00	0
Yohana Rothenberg Director	1.00	0
Nancy White Treasurer	4.00	0
Laura Siebenmorgan President-Elect	3.00	0
Molly Grubbs Director	3.00	0
Angela Pruitt Past President	3.00	0
Traci Garrity Secretary	1.00	0
Michele Snyder Director	1.00	0
Shannon Fibbe Director	1.00	0
Nancy Korista Director	1.00	0
Brian Sauls President	5.00	0
Kati Cook Director	1.00	0
Cristy Pagel Director	1.00	0

Yes

Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................

Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and title of each employee	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
NONE

Total number of other employees paid over $100,000 ............. bullet

Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and business address of each independent contractor	(b) Type of service	(c) Compensation
NONE

Return Reference	Explanation
Other Revenue.1	Advertising $16052
Other Expenses.1001	Advertising and Promotion $6294
Other Expenses.1002	Office Expenses $2089
Other Expenses.1007	Conferences, Conventions, and Meetings $15688
Other Expenses.1012	Insurance $886
Other Expenses.1	Membership Meetings $23054
Other Expenses.2	Bulk Ticket Expenses $21354
Other Expenses.3	SHRM Learning System $5847
Other Expenses.4	Miscellaneous $4645
Other Expenses.5	Charitable Contributions $2600
Other Expenses.6	Fundraising $1338
Other Expenses.7	Gifts $515
Other Expenses.8	National Membership $488
Other Expenses.9	Awards $281

Return Reference

Explanation

Other Revenue.1

Advertising $16052

Other Expenses.1001

Advertising and Promotion $6294

Other Expenses.1002

Office Expenses $2089

Other Expenses.1007

Conferences, Conventions, and Meetings $15688

Other Expenses.1012

Insurance $886

Other Expenses.1

Membership Meetings $23054

Other Expenses.2

Bulk Ticket Expenses $21354

Other Expenses.3

SHRM Learning System $5847

Other Expenses.4

Miscellaneous $4645

Other Expenses.5

Charitable Contributions $2600

Other Expenses.6

Fundraising $1338

Other Expenses.7

Gifts $515

Other Expenses.8

National Membership $488

Other Expenses.9

Awards $281

1	Contributions, gifts, grants, and similar amounts received ....................	1	33,606
2	Program service revenue including government fees and contracts ................	2	47,683
3	Membership dues and assessments .............................	3	8,565
4	Investment income ....................................	4	37
5a	Gross amount from sale of assets other than inventory .......	5a	100
b	Less: cost or other basis and sales expenses ............	5b	120
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c	-20
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b	0
c	Less: direct expenses from gaming and fundraising events ...	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8	16,052
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	105,923

10	Grants and similar amounts paid (list in Schedule O) ................	10
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12
13	Professional fees and other payments to independent contractors ............	13	5,403
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15	256
16	Other expenses (describe in Schedule O) ...................	16	85,079
17	Total expenses. Add lines 10 through 16 .................	17	90,738

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	15,185
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	85,635
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	100,820

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Software ID:	24020490
Software Version:	2024v5.2