2023-09-19T08:55:35-05:00 2022-12-31 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2022-01-01 340948453 Society for Human Resource Management % SEAN RODDY SOCI 7035483440 1800 Duke Street Alexandria VA 223143499 Sean Roddy CFO 7035483440 2023-09-19 true Sean Roddy 999009999 Marc Berger P01871563 7038930600 2 2022 2023-04-26 12:10:37Z JOHNNY C TAYLOR JR 1800 Duke Street Alexandria VA 223143499 233358895 false 4372 X www.shrm.org X 1949 OH SHRM'S MISSION IS TO SERVE THE NEEDS OF HUMAN RESOURCE PROFESSIONALS. 14 13 460 23000 13285130 2798813 0 0 123075657 147655990 13275130 12651758 37165219 18438901 173516006 178746649 1866858 3057233 0 0 57197952 62230963 0 0 0 93693747 105882602 152758557 171170798 20757449 7575851 273747773 266067185 95729479 99047724 178018294 167019461 SHRM EMPOWERS PEOPLE AND WORKPLACES BY ADVANCING HR PRACTICES AND BY MAXIMIZING HUMAN POTENTIAL. false false 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. GOVERNMENT AND PUBLIC AFFAIRS: SHRM MONITORS CONGRESSIONAL ACTIONS THAT IMPACT HUMAN RESOURCE MANAGEMENT ISSUES AND REPRESENTS MEMBERS' POSITIONS ON PENDING LEGISLATION AND REGULATORY ISSUES. MEMBERSHIP SERVICES: SHRM PROVIDES GLOBAL BEST PRACTICES, TRENDS, RESEARCH RESULTS, AND TOOLS TO HUMAN RESOURCE PROFESSIONALS. false false false true false false false false false true true false true true true false true false false true false false false false false false true false true false false false false false false false false false false true true true true false true X 369 0 true 460 true true false true IN AE false false false false true false X 14 13 false false false false true true false true true false true true true true true true true true true true false CA X X SEAN RODDY 7035483440 1800 DUKE STREET Alexandria VA 223143499 X JOHNNY TAYLOR JR SHRM-SCP, Pres & CEO/FDTN DIR 39.0 1.0 X X 2561634 0 154894 NICHOLAS SCHACHT Chief Global Dev. Officer 40.0 0.0 X 977033 0 193095 ALEXANDER ALONSO PHD Chief Knowledge Officer 40.0 0.0 X 793335 0 78536 EMILY M DICKENS JD Secretary & Chief of Staff 40.0 0.0 X 616955 0 110020 JAMES BANKS JD General Counsel 40.0 0.0 X 474401 0 213943 JEANEEN ANDREWS-FELDMAN Chief Mkt and Exp -until 10/22 40.0 0.0 X 546914 0 27986 KRISTINA M BEATY VP, Marketing 40.0 0.0 X 438366 0 73622 GEORGE RIVERA SVP, Commercial and Enterprise 40.0 0.0 X 445590 0 36612 MICHAEL AITKEN SVP, Membership 40.0 0.0 X 314422 0 146653 SEAN P RODDY CPA Treasurer & CFO 40.0 0.0 X 373673 0 66878 KIMBERLY LAMBERT ACCOUNT EXECUTIVE 40.0 0.0 X 301266 0 88261 PETER LEHMAYER ACCOUNT EXECUTIVE 40.0 0.0 X 307525 0 70547 JIM LINK SHRM-SCP CHRO - as of 2/22 40.0 0.0 X 310911 0 41812 SEAN SULLIVANSHRM-SCP CHRO - until 2/22 40.0 0.0 X 184187 0 10507 MELISSA ANDERSON SHRM-SCP Chair 8.0 0.0 X X 50000 0 0 JANET ALBERTI CPA Director 8.0 0.0 X 40000 0 0 MICHELLE BOTTOMLEY Director 8.0 0.0 X 40000 0 0 MICHAEL D'AMBROSE Director 8.0 0.0 X 40000 0 0 BETTY THOMPSON SHRM-SCP CHAIR DESIGNATE 8.0 0.0 X X 40000 0 0 ELIZABETH ADEFIOYE Director 8.0 0.0 X 35000 0 0 SALLY H ANDERSON SHRM-SCP Director 8.0 0.0 X 35000 0 0 JAMES CLARK Director 8.0 0.0 X 35000 0 0 WILLIAM PHELAN Director 8.0 0.0 X 35000 0 0 SCOTT SNELL PHD Director 8.0 0.0 X 35000 0 0 NILANJAN ADHYA DIRECTOR 8.0 0.0 X 35000 0 0 PAULA HARVEY SHRM-SCP DIRECTOR 8.0 0.0 X 35000 0 0 SUSANA SUAREZ GONZALEZ PHD SHRM-SCP, DIRECTOR 8.0 0.0 X 26250 0 0 9066212 0 1313366 140 false true false HEVE LLC 524 Broadway Fl 4 NEW YORK NY 100124408 Content Services 5597927 MeritB2B LLC 2 International Dr Ste 300 RYE BROOK NY 105731063 Marketing Services 2002655 Navistar Direct Marketing 4612 Navistar Drive FREDERICK MD 21703 Marketing Services 1863066 Daniel J Edelman Inc 21992 Network Place CHICAGO IL 60673 Marketing Services 1048313 William Morris Endeavor Entmt LLC 9601 Wilshire Blvd Fl 3 BEVERLY HILLS CA 90210 Entertainment SERVS 600000 29 0 MEMBERSHIP DUES 900099 61559100 61559100 SEMINARS 611430 14524313 14524313 CONFERENCES 611430 36645853 36645853 CERTIFICATION PROGRAM 900099 15571220 15571220 ADVERTISING 541800 19355504 6343243 13012261 147655990 3608939 182207 3426732 0 540747 540747 1173679 874750 298929 0 298929 298929 55463980 46421161 9042819 9042819 9042819 0 0 0 0 0 0 21056100 7316335 13739765 13649103 90662 MISCELLANEOUS 900099 3859460 3859460 3859460 178746649 148292832 13285130 17168687 3057233 0 0 0 8209765 0 38242731 7078140 5447016 3253311 0 2740274 1669432 1331591 0 487305 8882469 21692399 9612576 14061935 0 2928958 3232839 0 15329783 47996 0 8301958 782132 AGENCY/SALES COMMISSION 2243224 TESTING FEES 1935610 LICENSES/DUES & SUBSCRIPTIONS 1756091 EXTERNAL RELATIONS 1748793 7097237 171170798 13409097 8330515 176421 167755 0 0 6567299 11844996 0 0 0 0 0 0 594828 699428 10840236 12430270 96645206 56614886 39752342 40030320 164009135 72847594 35012057 104003033 0 0 0 0 3386358 15713274 273747773 266067185 10283902 15309534 0 0 49496334 60067910 0 0 0 0 0 0 0 0 0 6500000 35949243 17170280 95729479 99047724 X 178018294 167019461 0 0 178018294 167019461 273747773 266067185 X 7575851 -37554323 18979639 X false true X true false false false true 61559100 1173605 -558014 615591 615591 5883310 5883310 45822026 21654790 24167236 6967434 6529182 438252 37972436 28430914 9541522 40030320 ALTERNATIVE FUNDS 104003033 F 104003033 DUE FROM RELATED ENTITIES 7972566 DEPOSITS 712222 OTHER ASSETS 43004 INVESTMENT IN AFFILIATES 6543919 RIGHT OF USE - LEASE ASSET 441563 15713274 0 ACCRUED BENEFIT COST 16599001 RIGHT OF USE - LEASE LIABILITY 483157 DEPOSITS 66557 DEFERRED RENT 21565 17170280 X SCHEDULE D, PART X, LINE 2: The Organization adopted the authoritative guidance relating to accounting for uncertainty in income taxes included in Financial Accounting Standards Board (FASB) ASC Topic 740, Income Taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The Organization evaluated its uncertainty in income taxes for the years ended December 31, 2022 and 2021 respectively 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. As of December 31, 2022, there are no audits for any tax periods pending or in progress. It is the Organization's policy to recognize interest and/or penalties related to uncertainty in income taxes, if any, in income tax or interest expense. There are currently no examinations pending or in progress regarding the Organization's income tax returns. Central America and the Caribbean 0 0 Investments 443176 Europe (Including Iceland and Greenland) 0 0 Investments 161433 0 0 0 0 604609 604609 true false true true true false true SHRM Foundation Inc 1800 DUKE STREET ALEXANDRIA VA 22314 346610067 501(C)(3) 2808093 GENERAL The Third Way Foundation Inc 1200 NH AVE NW STE 5 WASHINGTON DC 20036 521629221 501(C)(3) 50000 GENERAL Jobs for America's Graduates 1600 Duke Street ALEXANDRIA VA 22314 521194546 501(C)(3) 100000 GENERAL Children At Heart Foundation 1301 North Mays Round Rock TX 78664 743007363 501(C)(3) 10225 GENERAL Metroplex Economic Development Corporation 6777 W Kiest Blvd Dallas TX 75236 752768840 501(C)(3) 10000 General National Down Syndrome Society 1155 15th St NW Ste 540 Washington DC 20005 132992567 501(C)(3) 8000 General She Is A CEO Foundation PO Box 540481 Houston TX 77254 474212568 501(C)(3) 10000 General 7 0 SCHEDULE I, PART I, LINE 2: 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. X X X X true true X X X X X X true false false JOHNNY TAYLOR JR SHRM-SCP, Pres & CEO/FDTN DIR 934054 0 1620000 0 7580 0 130962 0 23932 0 2716528 0 0 0 NICHOLAS SCHACHT Chief Global Dev. Officer 403231 0 569545 0 4257 0 166050 0 27045 0 1170128 0 0 0 ALEXANDER ALONSO PHD Chief Knowledge Officer 316543 0 466650 0 10142 0 46691 0 31845 0 871871 0 0 0 JEANEEN ANDREWS-FELDMAN Chief Mkt and Exp -until 10/22 320289 0 218418 0 8207 0 0 0 27986 0 574900 0 0 0 EMILY M DICKENS JD Secretary & Chief of Staff 379384 0 228568 0 9003 0 99598 0 10422 0 726975 0 0 0 JAMES BANKS JD General Counsel 305505 0 160000 0 8896 0 182244 0 31699 0 688344 0 0 0 SEAN SULLIVANSHRM-SCP CHRO - until 2/22 48838 0 50000 0 85349 0 3818 0 6689 0 194694 0 0 0 JIM LINK SHRM-SCP CHRO - as of 2/22 306721 0 0 0 4190 0 12383 0 29429 0 352723 0 0 0 MICHAEL AITKEN SVP, Membership 258682 0 52000 0 3740 0 115554 0 31099 0 461075 0 0 0 SEAN P RODDY CPA Treasurer & CFO 361094 0 0 0 12579 0 58678 0 8200 0 440551 0 0 0 GEORGE RIVERA SVP, Commercial and Enterprise 247849 0 193388 0 4353 0 25045 0 11567 0 482202 0 0 0 KRISTINA M BEATY VP, Marketing 231964 0 200450 0 5952 0 48977 0 24645 0 511988 0 0 0 KIMBERLY LAMBERT ACCOUNT EXECUTIVE 91736 0 197701 0 11829 0 58616 0 29645 0 389527 0 0 0 PETER LEHMAYER ACCOUNT EXECUTIVE 96336 0 201694 0 9495 0 38702 0 31845 0 378072 0 0 0 SCHEDULE J, PART I, LINE 1A: IT IS SHRM'S POLICY TO ALLOW BUSINESS CLASS TRAVEL TO ANY EMPLOYEE FLYING INTERNATIONALLY OR FLYING 5 HOURS OR LONGER. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE PERMITTED TO FLY BUSINESS/FIRST CLASS. COMPANION TRAVEL IS PERMITTED FOR BOARD OF DIRECTORS SERVING AS CHAIR OR IMMEDIATE PAST CHAIR. IN 2022, 3 DIRECTOR AND 8 KEY EMPLOYEES/OFFICERS RECEIVED BUSINESS CLASS TRAVEL BENEFITS. SHRM ALSO PAID PERSONAL HEALTH-RELATED FEES AND A CAR ALLOWANCE FOR 1 OFFICER AND GROSS-UP TAX PAYMENTS FOR ALL KEY EMPLOYEES AS PART OF SHRM'S BIRTHDAY GIFT PROGRAM TO ALL EMPLOYEES. SCHEDULE J, PART I, LINES 4A: SEAN SULLIVAN RECEIVED $83,688 OF SEVERANCE IN 2022. THE TERMS AND CONDITIONS ARE CONSISTENT WITH INDUSTRY STANDARDS. FORM 990, PART V, LINE 3B: THE FORM 990-T IS CURRENTLY BEING PREPARED AND WILL BE FILED BY THE EXTENDED DUE DATE OF NOVEMBER 15, 2023. 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. THE REQUIREMENTS AND PRIVILEGES OF THE VARIOUS MEMBERSHIP CLASSES ARE SPECIFIED IN 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 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 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. THE FORM IS THEN SENT TO THE FULL BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C: IT IS SHRM'S INTENT TO AVOID IMPROPRIETY IN ALL OF ITS DECISIONS AND ACTIONS. THE BOARD'S CONFLICT OF INTEREST POLICY PROVIDES 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; AND 2) SUCH PERSON'S INELIGIBILITY TO VOTE SHOULD BE REFLECTED IN THE MINUTES. ADDITIONALLY, THE SHRM EMPLOYEE CODE OF CONDUCT APPLIES TO ALL SHRM EMPLOYEES. 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 ARE REQUIRED TO DISCLOSE SUCH CONFLICT OF INTEREST TO THEIR CHIEF (OR CEO IF THEY ARE A CHIEF) 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, CHIEFS 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 COMMITEE 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 FINANCIAL STATEMENTS ARE INCLUDED IN SHRM'S ANNUAL REPORT AVAILABLE ON THE ORGANIZATIONS WEBSITE along with the form 990. SHRM'S BYLAWS ARE 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, CHANGES IN NET ASSETS: POSTRETIREMENT AND PENSION-RELATED CHARGES: $18,201,865 EQUITY IN EARNINGS OF SUBSIDIARIES: $ 777,774 ------------ TOTAL $18,979,639 PARAGONLABS LLC 1800 DUKE STREET ALEXANDRIA VA 22314 861347356 TECH INV DE 0 1770000 SHRM SHRM FOUNDATION INC 1800 DUKE STREET ALEXANDRIA VA 22314 346610067 RESEARCH OH 501(C)(3) 7 SHRM true HR PEOPLE & STRATEGY INC 1800 DUKE STREET ALEXANDRIA VA 22314 132989471 EDUCATION NY 501(C)(3) 10 SHRM true SHRM CORPORATION 1800 DUKE STREET ALEXANDRIA VA 223143499 760839798 ADVERTISING P VA SHRM C CORP 2845505 843494 1.00000 true STRATEGIC HUMAN RESOURCE MGM'T INDIA PVT REGUS ORCHID BUS CTR 311 KHAR MUMBAI IN 40052 802212005 HR RESEARCH & IN SHRM C CORP 5310023 3035977 1.00000 true SHRM MEA FZ-LLC EXECUTIVE OFFICE NO 21 BLOCK 09 GROUND FL DUBAI AE EDUCATIONAL P AE SHRM CORP C CORP 0 0 0.00000 false LINKAGE INC 1800 DUKE STREET ALEXANDRIA VA 223143499 043021427 ORG DEVELOPMENT MA SHRM CORP C CORP 0 0 0.00000 false false true false false false true true false false false false true true true true true true true true SHRM FOUNDATION INC B 2808093 CASH SHRM MEA FZ-LLC B 411620 CASH STRATEGIC HUMAN RESOURCE MGM'T INDIA PVT LTD B 385369 COST SHRM CORPORATION F 1700000 CASH SHRM FOUNDATION INC G 222431 COST STRATEGIC HUMAN RESOURCE MGM'T INDIA PVT LTD G 143280 COST SHRM CORPORATION L 334047 FMV SHRM FOUNDATION INC L 187534 FMV STRATEGIC HUMAN RESOURCE MGM'T INDIA PVT LTD M 769747 FMV SHRM MEA FZ-LLC M 158400 FMV SHRM CORPORATION O 107418 COST SHRM FOUNDATION INC Q 105222 COST STRATEGIC HUMAN RESOURCE MGM'T INDIA PVT LTD Q 96115 COST SHRM CORPORATION Q 190326 COST