COUNCIL FOR GLOBAL IMMIGRATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL FOR GLOBAL IMMIGRATION (EIN 13-2781857)
- Tax period
- 2018-01-01 to 2018-09-30
- Filed
- 2019-11-11
- IRS object ID
- 201903159349301585
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T11:01:46-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132781857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL FOR GLOBAL IMMIGRATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 7035356470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY MOHNEY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7035356470 | PhoneNum |
| Signature | 2019-11-11 | 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 | 2022274000 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 11:01:44 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0A660CE6712EE0CCB975CEA23282D1665B78CA0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Principal Officer | LYNN SHOTWELL JD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,870,766 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.COUNCILFORGLOBALIMMIGRATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | PROVIDED THE RESOURCES & SUPPORT TO ADVANCE EMPLOYMENT-BASED IMMIGRATION OF PROFESSIONALS WORLDWIDE. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,275,058 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,829,841 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,372 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,925 | CYInvestmentIncomeAmt |
| PY Other Revenue | $200 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,324,630 | PYTotalRevenueAmt |
| CY Total Revenue | $1,870,766 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,516,721 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,202,295 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,339,260 | PYOtherExpensesAmt |
| CY Other Expenses | $868,902 | CYOtherExpensesAmt |
| PY Total Expenses | $2,855,981 | PYTotalExpensesAmt |
| CY Total Expenses | $2,071,197 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$531,351 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$200,431 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,276,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,153,837 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,122,411 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDED THE RESOURCES AND SUPPORT NECESSARY TO ADVANCE EMPLOYMENT-BASED IMMIGRATION OF HIGHLY EDUCATED PROFESSIONALS WORLDWIDE. BY MAINTAINING THE HIGHEST STANDARDS OF PRACTICE AND COMPLIANCE, CFGI BRIDGED THE PRIVATE AND PUBLIC SECTORS TO PROMOTE SENSIBLE, FORWARD-THINKING EMPLOYMENT-BASED IMMIGRATION POLICIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | GOVERNMENT RELATIONS - CFGI HOSTED REGULAR LIAISON VISITS AND TELECONFERENCES WITH U.S. GOVERNMENT OFFICIALS TO FACILITATE DIALOGUE AND RESOLUTION OF PROBLEMATIC AREAS OF POLICIES RELATED TO THE INTERNATIONAL MOVEMENT OF PERSONNEL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | J-1 VISA PROGRAM - CFGI DIRECTED TWO EXCHANGE VISITOR PROGRAMS AUTHORIZED BY THE U.S. DEPARTMENT OF STATE AND DESIGNED TO FURTHER THE INTEREST OF THE UNITED STATES THROUGH INTER-CULTURAL EXCHANGE. THE PROGRAMS ENABLED MEMBER COMPANIES TO TRANSFER EMPLOYEES FROM OVERSEAS OFFICES TO THE UNITED STATES, AND VICE VERSA, FOR PROFESSIONAL TRAINING OR INTERNSHIPS TO GAIN PRACTICAL WORK EXPERIENCE, INTERNATIONAL BUSINESS INSIGHT, AND FACILITATED THE GLOBAL EXCHANGE OF BUSINESS IDEAS AND CULTURE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SYMPOSIUM - CFGI OFFERED TRAINING TO ENSURE COMPLIANCE WITH U.S. IMMIGRATION, EMPLOYMENT VERIFICATION, AND OTHER LAWS IMPACTING THE HIRING OF FOREIGN NATIONALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | 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 |
| 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 | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
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 |
|---|---|---|---|---|---|---|---|---|
| AUSTIN T FRAGOMEN JR JD | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN BROWN MBA | ||||||||
| CHAIR ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUNDAY RUBENSTEIN SHRM-SCP | ||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES D BRAILER JD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN CATMUR-SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICO FONTANA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALDINE MORALEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA ONSLOW-COLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL ROSENFELD JD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS SCHACHT SHRM-SCP | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER SCHIRON JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALISA SENDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER SHAPIRO JD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHNNY C TAYLOR JR DIR | ||||||||
| HRPS DIR/SHRM PRES & CEO/SHRMF DIR | 1.00 | Yes (X) | $0 | $702,984 | $66,328 | 40.50 | ||
| LYNN SHOTWELL JD | ||||||||
| EXECUTIVE DIRECTOR/SHRM SVP | 37.50 | Yes (X) | $228,721 | $164,211 | $90,378 | 37.50 | ||
| REBECCA PETERS JD MPA DIR | ||||||||
| LEG AFFAIRS/SHRM SR ADV, GOV AFFAIRS | 37.50 | $134,986 | $34,356 | $33,687 | 37.50 | Yes (X) | ||
| JUSTIN STORCH MANAGER AGENCY | ||||||||
| LIAISON/SHRM SR SPEC, GLOB MOBILITY | 37.50 | $95,946 | $26,490 | $24,464 | 37.50 | Yes (X) | ||
| MICHAEL JACKSON MANAGER | ||||||||
| EXCHANGE PGMS & MKTG/SHRM GLOBAL | 37.50 | $82,496 | $22,899 | $15,747 | 37.50 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $542,149 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $950,940 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $230,604 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | |||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 223143499 | ADMINISTRATIVE SERVICES | $256,824 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 30384 | CONFERENCE SERVICES | $157,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| J-1 VISA FEES | 900099 | $1,013,926 | $1,013,926 | |
| CONFERENCE FEES | 611430 | $608,545 | $602,920 | $5,625 |
| MEMBERSHIP DUES | 900099 | $170,042 | $170,042 | |
| EDUCATIONAL PROGRAMS | 611430 | $37,328 | $37,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,829,841 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,925 | TotalRevenueColumnAmt |
| Exclusion | $40,925 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,870,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,824,216 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $46,550 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,119 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,460 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,421 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,408 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,887 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,824 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,583 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,432 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,039 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,797 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,791 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,964 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,902 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,761 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,194 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,198 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,547 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| J-1 VISA PROGRAM FEES | $15,044 |
| MISCELLANEOUS | $3,017 |
| STAFF DEVELOPMENT | $644 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,071,197 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,553,023 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,010 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,879 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,677 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,377,635 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,024 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,276,248 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,110 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,754 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,024 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $728,949 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,153,837 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,122,411 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,122,411 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,276,248 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$200,431 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,402 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,933,382 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $170,042 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $300,499 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $300,499 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $170,042 | AggregateReportedDuesNtcAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,863,371 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,402 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,402 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,851,969 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,797 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $18,797 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,870,766 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,052,400 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,052,400 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,797 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $18,797 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,071,197 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | CFGI SPONSORED A DEFERRED COMPENSATION PLAN UNDER SECTION 457(B) OF THE IRC TO PROVIDE RETIREMENT INCOME TO A SENIOR MEMBER OF MANAGEMENT. THIS PLAN WAS ORIGINALLY ESTABLISHED EFFECTIVE DECEMBER 1, 2005 AND WAS AMENDED EFFECTIVE JANUARY 1, 2008. THE SOLE SOURCE OF THE BENEFITS UNDER THE PLAN WERE DISCRETIONARY EMPLOYER CONTRIBUTIONS AND EMPLOYEE DEFERRALS CREDITED TO THE PARTICIPANT'S ACCOUNT AND EARNINGS THEREON. DURING THE YEARS ENDED SEPTEMBER 30, 2018 AND DECEMBER 31, 2017, THERE WERE NO EMPLOYER CONTRIBUTIONS TO THE PLAN. AS OF SEPTEMBER 30, 2018 AND DECEMBER 31, 2017, A DEFERRED COMPENSATION LIABILITY OF $0 AND $110,024, RESPECTIVELY, WAS INCLUDED IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION RELATED TO THIS PLAN. |
| PART X, LINE 2: | THE SHRM COMPANIES, COLLECTIVELY "THE ORGANIZATION," EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, 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 EXEMPTIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHNNY C TAYLOR JR DIR | ||||||||||||||
| HRPS DIR/SHRM PRES & CEO/SHRMF DIR | $0 | $664,961 | $0 | $12,601 | $0 | $25,422 | $0 | $53,833 | $0 | $12,495 | $0 | $769,312 | $0 | $0 |
| LYNN SHOTWELL JD | ||||||||||||||
| EXECUTIVE DIRECTOR/SHRM SVP | $175,354 | $52,882 | $52,624 | $0 | $743 | $111,329 | $52,149 | $21,897 | $12,249 | $4,083 | $293,119 | $190,191 | $0 | $0 |
| REBECCA PETERS JD MPA DIR | ||||||||||||||
| LEG AFFAIRS/SHRM SR ADV, GOV AFFAIRS | $113,114 | $34,298 | $21,641 | $0 | $231 | $58 | $13,557 | $7,802 | $9,246 | $3,082 | $157,789 | $45,240 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS APPROVED BY SHRM IN CONSULTATION WITH THE CFGI BOARD CHAIR. THE FOLLOWING WAS USED TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, AND A COMPENSATION SURVEY OR STUDY. COMPENSATION AMOUNTS WERE DIRECTLY LINKED TO THE INDIVIDUAL'S PERFORMANCE RATING. | ExplanationTxt |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | NET ASSETS | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2018-09-30 | DistributionDt |
| Fair Market Value Of Asset | $2,933,382 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | BOOK VALUE | MethodOfFMVDeterminationTxt |
| EIN | 340948453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(6) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | 0 | DirectorOfSuccessorInd |
| Employee Of Successor | Yes (1) | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (1) | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2E: | PERSON(S) INVOLVED: LYNN SHOTWELL |
| PART I, LINE 2E: | EXPLANATION OF INVOLVEMENT: LYNN SHOTWELL, HEAD MANAGEMENT OFFICIAL OF CFGI, HAS BECOME AN EMPLOYEE OF SHRM AFTER THE DISSOLUTION OF CFGI. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | CFGI HAD A SERVICE AGREEMENT WITH THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) WHEREBY FOR AN ADMINISTRATIVE FEE PAID TO SHRM BY CFGI, SHRM PROVIDED MANAGEMENT AND ADMINISTRATIVE SUPPORT SERVICES FOR CFGI. SHRM SERVICES CONSISTED OF 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, CFGI ADHERED TO SHRM ADMINISTRATIVE AND FINANCIAL PROCESSES AND POLICIES (E.G., PURCHASING, DOCUMENT RETENTION, AND CONTRACT APPROVAL). UNDER THIS AGREEMENT, THE CFGI BUDGET WAS PREPARED IN CONSULTATION WITH SHRM. |
| FORM 990, PART VI, SECTION A, LINE 4 | IN JUNE 2018, CFGI AND SHRM BOARDS OF DIRECTORS APPROVED THE DISSOLUTION OF CFGI AND MERGER OF ITS EMPLOYEES AND ACTIVITIES INTO SHRM, EFFECTIVE SEPTEMBER 30, 2018. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) PRESIDENT/CEO AND HIS DESIGNEE, WERE VOTING EX-OFFICIO DIRECTORS OF THE CFGI BOARD. THE ELECTION OF THE REMAINING DIRECTORS WERE SUBJECT TO THE APPROVAL OF SHRM THROUGH THE SHRM PRESIDENT/CEO. MATTERS SUCH AS AMENDMENTS TO THE BYLAWS, NOMINATION OF DIRECTORS, AND COMPENSATION OF OFFICERS REQUIRED THAT AT LEAST ONE EX-OFFICIO DIRECTOR VOTE WITH THE MAJORITY IN ORDER TO PASS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) PRESIDENT/CEO AND HIS DESIGNEE, WERE VOTING EX-OFFICIO DIRECTORS OF THE CFGI BOARD. THE ELECTION OF THE REMAINING DIRECTORS WERE SUBJECT TO THE APPROVAL OF SHRM THROUGH THE SHRM PRESIDENT/CEO. MATTERS SUCH AS AMENDMENTS TO THE BYLAWS, NOMINATION OF DIRECTORS, AND COMPENSATION OF OFFICERS REQUIRED THAT AT LEAST ONE EX-OFFICIO DIRECTOR VOTE WITH THE MAJORITY IN ORDER TO PASS. |
| FORM 990, PART VI, SECTION B, LINE 11B | CFGI'S FEDERAL FORM 990 WAS REVIEWED BY THE ACCOUNTING STAFF OF THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM), INCLUDING THE CONTROLLER AND CFO. SUCH REVIEW TOOK PLACE UPON RECEIPT OF THE DRAFT FORM 990 FROM THE INDEPENDENT PUBLIC ACCOUNTING FIRM WHO CONDUCTS THE FINANCIAL STATEMENT AUDIT OF SHRM. THE REVIEW INCLUDED THE COMPARISON OF FINANCIAL DATA IN THE FORM 990 WITH THE BOOKS AND RECORDS OF THE ORGANIZATION AND A REVIEW OF THE NARRATIVE INFORMATION FOR ACCURACY AND COMPLETENESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CFGI BOARD CONFLICT OF INTEREST POLICY PROVIDED 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 ABOUT THE MATTER 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. IN SITUATIONS WHERE A DIRECTOR HAS A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A TRANSACTION THAT IS NOT THE SUBJECT OF BOARD ACTION, THE POLICY REQUIRES THE DIRECTOR TO DISCLOSE THE MATTER TO THE EXECUTIVE COMMITTEE WHO MAY (A) ASK ADDITIONAL QUESTIONS OF OR SEEK ADDITIONAL INFORMATION FROM THE INTERESTED DIRECTOR, (B) APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES, OR (C) REFER THE MATTER TO THE FULL BOARD FOR A VOTE. THE INTERESTED DIRECTOR WAS PROHIBITED FROM PARTICIPATING IN OR LISTENING TO DISCUSSIONS OF THE COMMITTEE OTHER THAN TO DISCLOSE INFORMATION AND RESPOND TO QUESTIONS. THE SHRM EMPLOYEE CODE OF CONDUCT APPLIED TO ALL CFGI EMPLOYEES; AND ALL CFGI EMPLOYEES RECEIVED A COPY OF THE CODE OF CONDUCT AND RETURNED AN ACKNOWLEDGEMENT TO THE SHRM HR DEPARTMENT THAT THEY UNDERSTOOD 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 WAS CFGI'S INTENT TO AVOID IMPROPRIETY IN ALL OF ITS DECISIONS AND ACTIONS. THE CODE OF CONDUCT REQUIRED EMPLOYEES TO AVOID TRANSACTIONS, ACTIVITIES AND RELATIONSHIPS WHICH PLACE PERSONAL INTEREST IN CONFLICT WITH CFGI'S; NOT TO USE CFGI ASSETS OR THEIR POSITION AT CFGI FOR PERSONAL USE OR GAIN; AND NOT TO ACCEPT GIFTS FROM VENDORS UNLESS WITHIN THE SPECIFIED GIFT GUIDELINES. EMPLOYEES WERE 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 AROSE, 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 EXECUTIVE DIRECTOR (OR SVP IF THEY ARE AN EXECUTIVE DIRECTOR) AND THE EMPLOYEE MUST NOT BE INVOLVED IN THE SELECTION, MANAGEMENT OR OVERSIGHT OF SUCH VENDOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS APPROVED BY SHRM IN CONSULTATION WITH THE CFGI BOARD CHAIR. RELEVANT COMPARABILITY DATA FROM AN INDEPENDENT CONSULTANT WAS USED. COMPENSATION AMOUNTS ARE DIRECTLY LINKED TO THE INDIVIDUAL'S PERFORMANCE RATING. |
| FORM 990, PART VI, SECTION C, LINE 19 | CFGI MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| PART VII, SECTION A: | IN JUNE 2018, CFGI AND SHRM BOARDS OF DIRECTORS APPROVED THE DISSOLUTION OF CFGI AND MERGER OF ITS EMPLOYEES AND ACTIVITIES INTO SHRM, EFFECTIVE SEPTEMBER 30, 2018. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF ASSETS TO SHRM -2,933,382. |
| PART XII, LINE 2C: | CFGI DELEGATED THE OVERSIGHT OF ITS AUDIT TO THE AUDIT COMMITTEE OF ITS PARENT COMAPNY, SHRM. |
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 | 22314 | 340948453 | SERVES THE NEEDS OF HR PROFESSIONALS | OH | 501(C)(6) | N/A | N/A | 0 | |
| SHRM FOUNDATION INC | |||||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 22314 | 346610067 | RESEARCH/SUPPORT HR STANDARDS | OH | 501(C)(3) | LINE 7 | 0 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | |
| HR PEOPLE & STRATEGY INC | |||||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 22314 | 132989471 | STRATEGIC HR EDUCATION | NY | 501(C)(3) | LINE 10 | 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 | 22314 | 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 | REGUS ORCHID BUS CTR 311 | CORINTHIAN BLDG KHAR | MUMBAI | IN | 400052 | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | 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 | ||
| M | $178,501 | FMV |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| N | $78,322 | FMV |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| P | $144,991 | COST |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| R | $2,933,382 | BOOK VALUE |