Totals
- Total revenue
- $168,464
- Total expenses
- $169,069
- Contributions and grants received
- $27,883
- Grants paid
- $1,250
- Program service revenue
- $131,352
- Investment income
- $7,104
- Other revenue
- $2,125
- Total assets, end of year
- $213,508
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $213,508
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$27,883
-
2a · Program service revenue: MEMBERSHIP DUES
total $56,365 · related or exempt $56,365
-
2b · Program service revenue: CONFERENCES/EVENTS
total $48,613 · related or exempt $48,613
-
2c · Program service revenue: COMMUNITY OUTREACH
total $12,027 · related or exempt $12,027
-
2d · Program service revenue: CERTIFICATION PROGRAMS
total $4,875 · related or exempt $4,875
-
2e · Program service revenue: SUMMER OUTING
total $4,220 · related or exempt $4,220
-
2f · All other program service revenue
total $5,252 · related or exempt $5,252
-
3 · Investment income
total $2,853 · excluded $2,853
-
7a · Gross sales of assets other than inventory
securities $44,202
-
7b · Less cost or other basis and sales expenses
securities $39,951
-
7c · Gain or loss
securities $4,251
-
7d · Net gain or loss
total $4,251 · excluded $4,251
-
11a · Other revenue: JOB BANK INCOME
total $1,525 · unrelated business $1,525
-
11b · Other revenue: ADVERTISING
total $600 · unrelated business $600
-
11e · Other revenue, total
$2,125
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,250
-
11c · Fees: accounting
total $1,841
-
11f · Fees: investment management
total $1,900
-
11g · Fees: other
total $82,475
-
13 · Office expenses
total $6,881
-
14 · Information technology
total $8,706
-
17 · Travel
total $1,961
-
19 · Conferences, conventions and meetings
total $62,936
-
23 · Insurance
total $1,038
-
24a · Other expenses: TAXES
total $49
-
24e · All other expenses
total $32
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $65,797 · end of year $60,244
-
4 · Accounts receivable
beginning of year $29,013 · end of year $28,763
-
11 · Investments: publicly traded securities
beginning of year $111,557 · end of year $121,610
-
12 · Investments: other securities
beginning of year $2,379 · end of year $2,891
-
27 · Net assets without donor restrictions
beginning of year $208,746 · end of year $213,508
Mission and programs · 2023
Mission
METRO MILWAUKEE SHRM IS MILWAUKEE'S LEADING PROFESSIONAL ASSOCIATION FOR MEMBERS OF THE HUMAN RESOURCE MANAGEMENT PROFESSION. AS ONE OF THE LARGEST LOCAL AFFILIATE CHAPTERS OF THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT, METRO MILWAUKEE SHRM IS DEDICATED TO ADVANCING THE HUMAN RESOURCE PROFESSION AND SERVING ITS MORE THAN 650 MEMBERS BY PROVIDING THEM WITH A VARIETY OF OPPORTUNITIES FOR PROFESSIONAL GROWTH, LEADERSHIP DEVELOPMENT, AND NETWORKING.
-
METRO MILWAUKEE SHRM HELD DOZENS OF SMALLER EDUCATIONAL PROGRAMS, BOTH VIRTUALLY AND IN PERSON. THE ASSOCIATION ALSO CONDUCTED TWO LARGER, ANNUAL EDUCATIONAL CONFERENCES - ONE FEATURING A BROAD ARRAY OF TOPICS AND ONE FOCUSING ON LEGISLATIVE/REGULATORY MATTERS. METRO MILWAUKEE SHRM ALSO HELD NETWORKING EVENTS, INCLUDING MEMBERSHIP ORIENTATIONS, AN ANNUAL MEETING/SUMMER SOCIAL, AND A HOLIDAY NETWORKING EVENT. THE GROUP ALSO PERFORMS VARIOUS COMMUNITY SERVICE ACTIVITIES.
-
METRO MILWAUKEE SHRM PUBLISHED PERIODIC NEWSLETTERS WITH BOTH ASSOCIATION INFORMATION AND INFORMATION ABOUT THE PROFESSION. THE ASSOCIATION ALSO DOES VARIOUS EMAIL UPDATES, UPDATED AND MAINTAINED A WEBSITE, AND UTLIZES VARIOUS SOCIAL MEDIA PLATFORMS, INCLUDING A MEMBER ENGAGEMENT PLATFORM.
-
METRO MILWAUKEE SHRM SUPPORTS A NATIONAL FOUNDATION FOR HR PROFESSIONALS, SUPPORTS ITS STATE COUNCIL, MAINTAINS TWO STUDENT CHAPTERS, AND DID SEVERAL OTHER OUTREACH PROGRAMS WITH THE PROFESSION AND THE COMMUNITY.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Amy SpahrAMY SPAHR
PRESIDENT/TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Kelly RenzKELLY RENZ
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 3
-
Stella TerrySTELLA TERRY
PAST PRESIDENT/SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Ashley JohnsonASHLEY JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joey BackusJOEY BACKUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie FarrellJULIE FARRELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ben FeratiBEN FERATI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laura UgenmachLAURA UGENMACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kerry MitchellKERRY MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Emily BlakesleeEMILY BLAKESLEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melanie StuberMELANIE STUBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Schuyler FileSCHUYLER FILE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shay SherfinskiSHAY SHERFINSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey BeirigerJEFFREY BEIRIGER
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 8
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403169349304985
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