2025-10-15T14:24:44+00:00 2024-12-31 135381590 BDO USA 8401 GREENSBORO DR STE 800 MCLEAN VA 221023599 990 2024-01-01 346610067 SHRM FOUNDATION INC SHRM 7035356020 1800 DUKE STREET ALEXANDRIA VA 223143499 Jane Hadley CHIEF FINANCIAL OFFICER 7035483440 2025-10-15 true TODD TERESCO P00247720 7038930600 2025-10-15 2024 2025-03-06 01:10:19Z WENDI SAFSTROM 1800 DUKE STREET ALEXANDRIA VA 223143499 21652174 false X WWW.SHRM.ORG/FOUNDATION X 1966 OH MOBILIZE AND EQUIP HR TO LEAD POSITIVE SOCIAL CHANGE SO THAT ALL TALENT AND WORKPLACES CAN PROSPER AND THRIVE. 11 10 16 10 0 5316846 8311733 0 0 516402 2041539 47449 25207 5880697 10378479 975339 774063 0 1765081 1973276 0 0 761007 5897308 5771777 8637728 8519116 -2757031 1859363 28826627 30662631 2673275 1691705 26153352 28970926 MOBILIZE AND EQUIP HR TO LEAD POSITIVE SOCIAL CHANGE SO THAT ALL TALENT AND WORKPLACES CAN PROSPER AND THRIVE. false false 6417371 226550 0 WIDENING PATHAWAYS TO WORK: HELPING EMPLOYERS ENGAGE A DIVERSE RANGEOF TALENT - IF WE MOBILIZE AND EQUIP HR TO EMBRACE UNTAPPED POOLS OF TALENT AND ACTIVATE A SKILLS-FIRST MINDSET FOR RECRUITMENT AND RETENTION, THEN WE WILL WIDEN PATHWAYS TO WORK SO THAT ALL TALENT AND WORKPLACES PROSPER AND THRIVE. THRIVING TOGETHER: PREPARING AND SUPPORTING HR LEADERS TO ADDRESS CHALLENGES -IF WE MOBILIZE AND EQUIP HR AND OTHER PEOPLE LEADERS TO UNDERSTAND AND CREATE CONDITIONS THAT COMPREHENSIVELY SUPPORT THEIR WORKFORCE, WE WILL ENABLE EMPLOYERS AND EMPLOYEES TO THRIVE TOGETHER. 796380 547513 0 STRENGTHENING THE HR FIELD: SUPPORTING THE HR LEADERS OF TODAY AND TOMORROW - IF WE PROVIDE HR STUDENTS AND EMERGING PROFESSIONALS, ESPECIALLY THOSE FROM POPULATIONS CURRENTLY UNDERREPRESENTED IN HR,WITH FUNDING, MENTORSHIP, AND SUPPORT ENTERING AND GROWING IN THE PROFESSION THEN WE WILL STRENGTHEN THE HR FIELD WITH GREATER OPPORTUNITY, GROWTH, DIVERSITY, AND INNOVATION. 7213751 true true false false false false false false false true false false false false true true true true false false false false false false false false false true true true false false false false false false false false false false false false false false false true false false true false true 35 0 true 16 true false false false false false false false false false false false false X 11 10 false true false false false true false true true false false false true true true true true true true true false false CA FL GA AL HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN VA AR WV WI X JANE HADLEY 7035483440 1800 DUKE STREET ALEXANDRIA VA 223143499 CAMILLE CHANG-GILMORE CHAIR ELECT 1.0 0 X X 0 0 0 EDIE GOLDBERG PHD CHAIR 1.0 0 X X 0 0 0 KAREN BENNETT SECRETARY/TREASURER 1.0 0 X X 0 0 0 COURTNEY PETERSON SHRM-SCP DIRECTOR 1.0 0 X 0 0 0 GREG FLORES DIRECTOR (THRU 06/2024) 1.0 0 X 0 0 0 JANE MARVIN DIRECTOR 1.0 0 X 0 0 0 JOHN FERGUSON SHRM-CP DIRECTOR 1.0 0 X 0 0 0 JOHNNY C TAYLOR JR SHRM-SCP, DIR/SHRM PRES&CEO 1.0 39.0 X 0 3850992 150676 LUCIANA GMEZ DIRECTOR 1.0 0 X 0 0 0 MARK BLANKENSHIP PHD DIRECTOR 1.0 0 X 0 0 0 SUBHA V BARRY DIRECTOR 1.0 0 X 0 0 0 TRACY LAYNEY DIRECTOR 1.0 0 X 0 0 0 WENDI SAFSTROM PRESIDENT 40.0 0 X 290734 0 77716 CLAYTON LORD DIR, FOUNDATION PROGRAMS 40.0 0 X 186220 0 15552 ELIZABETH KOHM MANAGER, FOUNDATION PROGRAMS 40.0 0 X 111716 0 87669 ELLEN CHRISTMAN DIR, ENGAGEMENT & PHILANTHROPY 40.0 0 X 187122 0 73902 LANA WILLIAMS MANAGER, FOUNDATION PROGRAMS 40.0 0 X 114306 0 17794 MADISON SCHAFFER MANAGER, ENGAGEMENT & PHILANTHROPY 40.0 0 X 131505 0 23298 1021603 3850992 446607 7 false true false MM EVENT GROUP LLC 110 W 40TH STREET RM 1403 NEW YORK NY 10018 EVENT PRODUCTION 301899 BULLY PULPIT INTERACTIVE LLC 1445 NEW YORK AVENUE NW 5TH FLOOR WASHINGTON DC 20005 CONTENT SERVICES 225000 COLABL 610 W 42ND STREET APARTMENT N21E NEW YORK NY 10036 EDUCATIONAL SERVICES 142502 UBS FINANCIAL SERVICES INC 677 WASHINGTON BOULEVARD STAMFORD CT 06901 INV MNGT SERVICES 122484 JOSEPH QUINN 15 W WIMBLEDON WAY ROGERS AR 72758 CONSULTING SERVICES 118057 5 1575000 900311 5836422 8311733 0 0 0 0 0 787471 787471 0 0 12527763 11273695 1254068 0 1254068 1254068 0 MISCELLANEOUS REVENUE 900099 25207 25207 0 0 0 0 25207 10378479 0 0 2066746 X 247512 247512 526551 526551 368450 348273 7062 13115 1258359 1189448 24119 44792 120010 113438 2300 4272 110918 104844 2126 3948 115539 109212 2214 4113 28000 25132 1255 1613 122309 122309 3991927 3558523 189647 243757 75916 74004 1912 12345 11646 663 36 166048 149043 7441 9564 566505 305316 20387 240802 464390 338480 66357 59553 172968 57749 14306 100913 MISCELLANEOUS 171369 54580 82260 34529 0 0 0 0 8519116 7213751 544358 761007 281105 631736 0 0 1550343 1368357 721837 467368 0 0 0 0 0 0 0 0 56809 45417 0 0 0 0 26167710 27859283 0 0 0 0 48823 290470 28826627 30662631 521198 435685 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2152077 1256020 2673275 1691705 X 26153352 28970926 0 0 0 0 0 0 0 0 26153352 28970926 28826627 30662631 X 1859363 532253 425958 X false true true false X 4093627 4598723 8424061 5316846 8311733 30744990 0 0 4093627 4598723 8424061 5316846 8311733 30744990 11114576 19630414 420634 569637 584116 775199 787471 3137057 0 0 0 0 47449 25206 72655 33954702 0 0.57814 0.6145 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 47449.0, COLUMN E - 25206.0, COLUMN F - 72655.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2858668 257552 50000 3066220 2664384 214321 20037 2858668 3056186 -320342 71460 2664384 2884970 216527 45311 3056186 2661670 251012 27712 2884970 0.23 0.61 0.16 false false Federal Income Taxes DUE TO RELATED PARTY 1256020 1256020 X 12525196 532253 1736773 0 2269026 10256170 122309 0 122309 10378479 10133580 1736773 0 1736773 8396807 122309 0 122309 8519116 Schedule D, Part V, Line 4 Intended uses of endowment funds THE FOUNDATION'S GENERAL ENDOWMENT WAS ESTABLISHED IN 2007 FROM A CONTRIBUTION FROM SHRM. ALL EARNINGS ON THESE FUNDS ARE TO BE AVAILABLE TO SUPPORT THE GENERAL OPERATIONS OF THE FOUNDATION. THE ENDOWED SCHOLARSHIP FUND WAS ESTABLISHED IN 2014 FOR SCHOLARSHIPS AWARDED FOR ACADEMIC STUDIES, SHRM CERTIFICATION, AND PROFESSIONAL DEVELOPMENT. INTEREST AND DIVIDENDS ON THESE FUNDS ARE TO BE USED FOR AWARDS TO INDIVIDUALS IN THE FIELD OF HUMAN RESOURCES. THE BOARD OF DIRECTORS OF THE FOUNDATION ESTABLISHED THE M. R. LOSEY FUND AND THE SUSAN R. MEISINGER FELLOWSHIP FUND. THE M. R. LOSEY FUND SUPPORTS AN AWARD GIVEN TO AN INDIVIDUAL WHO HAS DEMONSTRATED SIGNIFICANT CONTRIBUTIONS IN THE FIELD OF HUMAN RESOURCES. THE SUSAN R. MEISINGER FUND EARNINGS, IS FOR AT LEAST ONE SELECTED GRADUATE STUDENT IN THE FIELD OF HUMAN RESOURCES. THE RAM CHARAN CHRO HR INNOVATION FUND WAS ESTABLISHED IN 2019 WITH INTEREST AND DIVIDENDS DESIGNATED TO SUPPORT AN ANNUAL AWARD OF UP TO $50,000 FOR AN HR PRACTITIONER WHO HAS THE REAL-WORLD SKILLS TO BUILD A HEALTHY FUTURE FOR AN ORGANIZATION AND ITS PEOPLE WHILE DELIVERING BUSINESS RESULTS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. NO PROVISION FOR FEDERAL INCOME TAXES IS REQUIRED FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, RESPECTIVELY, AS THE FOUNDATION HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME. true PROF IN HR ASSN (PIHRA) - CA 18080 CRENSHAW BLVD TORRANCE CA 90504 952222999 501(C) (6) 10000 2024 WORKFORCE PATHWAYS AWARD CHICAGO SHRM 2226 EVANS ROAD FLOSSMOOR IL 60422 363137133 501 (C) (6) 10000 2024 WORKFORCE PATHWAYS AWARD SHRM-ATLANTA - GA 2849 PACES FERRY ROAD ATLANTA GA 30339 581581217 501 (C) (6) 10000 2024 WORKFORCE PATHWAYS AWARD SHRM SAVANNAH INC PO BOX 15862 SAVANNAH GA 31416 272077193 501 (C) (6) 10000 2024 WORKFORCE PATHWAYS AWARD 4 PROFESSIONAL DEVELOPMENT AWARDS 301 283451 ACADEMIC AWARDS 72 243100 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. SHRM FOUNDATION ACADEMIC SCHOLARSHIPS ARE PAID DIRECTLY TO UNIVERSITIES ON BEHALF OF ENROLLED STUDENT RECIPIENTS PRODUCING ELIGIBLE TUITION BILLS. PROFESSIONAL AWARDS ARE PAID TO SHRM ORGANIZATIONS UPON RECIPIENT REGISTRATION FOR ELIGIBLE PROFESSIONAL DEVELOPMENT. REIMBURSABLE TRAVEL EXPENSES ARE MONITORED SIMILAR TO SHRM'S EXPENSE REIMBURSEMENT TRAVEL POLICIES. X false true false false false false false false true true false JOHNNY C TAYLOR JR SHRM-SCP, DIR/SHRM PRES&CEO 0 1243570 0 1825000 0 782422 0 115332 0 35344 0 4001668 0 775000 WENDI SAFSTROM PRESIDENT 234937 0 55000 0 797 0 65537 0 12179 0 368450 0 0 0 CLAYTON LORD DIR, FOUNDATION PROGRAMS 155856 0 27300 0 3064 0 15552 0 0 0 201772 0 0 0 ELIZABETH KOHM MANAGER, FOUNDATION PROGRAMS 95134 0 15000 0 1582 0 46194 0 41475 0 199385 0 0 0 ELLEN CHRISTMAN DIR, ENGAGEMENT & PHILANTHROPY 172549 0 12946 0 1627 0 73902 0 0 0 261024 0 0 0 MADISON SCHAFFER MANAGER, ENGAGEMENT & PHILANTHROPY 124633 0 6575 0 297 0 6812 0 16486 0 154803 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments ALL EMPLOYEES RECEIVE A GROSS UP PAYMENT AS PART OF THE ORGANIZATION'S BIRTHDAY GIFT PROGRAM. PAYMENTS ARE INCLUDED IN TAXABLE WAGES. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation COMPENSATION FOR THE PRESIDENT WAS APPROVED BY SHRM'S CHIEF HUMAN RESOURCES OFFICER IN CONSULTATION WITH THE FOUNDATION BOARD CHAIR. THE FOLLOWING WAS USED TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, AND A COMPENSATION SURVEY OR STUDY. COMPENSATION AMOUNTS ARE COMMENSURATE WITH THE EXTERNAL MARKET AND DIRECTLY LINKED TO THE INDIVIDUAL'S PERFORMANCE. Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization ALL EMPLOYEES ARE ELIGIBLE TO RECEIVE AN INCENTIVE COMPENSATION PAYMENT PAID FROM AN INCENTIVE COMPENSATION POOL DETERMINED BY SHRM, A RELATED ENTITY, MEETING KEY PERFORMANCE GOALS. THE GOALS ARE APPROVED BY THE SHRM BOARD OF DIRECTORS AND INCLUDE CERTIFICATION RATES, MEMBERSHIP COUNTS, BRAND REPUTATION MEASURES, AND FINANCIAL RESULTS. INDIVIDUAL PAYMENTS ARE BASED ON INDIVIDUAL PERFORMANCE. Form 990, Part VI, Line 15 COMPENSATION FOR THE PRESIDENT WAS APPROVED BY SHRM'S CHIEF HUMAN RESOURCES OFFICER IN CONSULTATION WITH THE FOUNDATION BOARD CHAIR. THE FOLLOWING WAS USED TO ESTABLISH THE COMPENSATION: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, AND A COMPENSATION SURVEY OR STUDY. COMPENSATION AMOUNTS ARE COMMENSURATE WITH THE EXTERNAL MARKET AND DIRECTLY LINKED TO THE INDIVIDUAL'S PERFORMANCE. Form 990, Part VI, Line 3 Delegation of management duties THE FOUNDATION HAS A STRATEGIC PARTNERSHIP AGREEMENT WITH THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) WHEREBY SHRM PROVIDES MANAGEMENT AND ADMINISTRATIVE SUPPORT SERVICES FOR THE FOUNDATION. SHRM SERVICES CONSIST 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, THE FOUNDATION HAS AGREED TO ADHERE TO SHRM ADMINISTRATIVE AND FINANCIAL PROCESSES AND POLICIES (E.G., PURCHASING, DOCUMENT RETENTION, AND CONTRACT APPROVAL). UNDER THIS AGREEMENT, THE FOUNDATION BUDGET IS PREPARED IN CONSULTATION WITH SHRM. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) PRESIDENT/ CEO, OR HIS DESIGNEE, SHALL BE A VOTING EX OFFICIO DIRECTOR ON THE FOUNDATION'S BOARD. THE SHRM BOARD IS REQUIRED TO ELECT THE REMAINING FOUNDATION DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE DRAFT FEDERAL FORM 990 IS PREPARED BY THE INDEPENDENT PUBLIC ACCOUNTING FIRM THAT CONDUCTS THE FINANCIAL STATEMENT AUDIT OF THE FOUNDATION. THE DRAFT IS REVIEWED BY SHRM. PRIOR TO FILING THE FEDERAL FORM 990 WITH THE INTERNAL REVENUE SERVICE, A COMPLETE COPY IS PROVIDED TO ALL VOTING MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. Form 990, Part VI, Line 12c Conflict of interest policy IT IS SHRM FOUNDATION'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 FOUNDATION EMPLOYEES. THE CODE OF CONDUCT REQUIRES EMPLOYEES TO AVOID TRANSACTIONS, ACTIVITIES AND RELATIONSHIPS WHICH PLACE PERSONAL INTEREST IN CONFLICT WITH SHRM FOUNDATION NOT TO USE ORGANIZATIONAL ASSETS OR THEIR POSITION AT SHRM FOUNDATION FOR PERSONAL USE OR GAIN NOT TO ACCEPT GIFTS FROM VENDORS UNLESS WITHIN SPECIFIED GIFT GUIDELINES. IF A CONFLICT OR POTENTIAL CONFLICT ARISES, EMPLOYEES ARE REQUIRED TO DISCLOSE SUCH CONFLICT OF INTEREST TO THEIR PRESIDENT AND THE EMPLOYEE MUST NOT BE INVOLVED IN THE SELECTION, MANAGEMENT OR OVERSIGHT OF SUCH VENDOR. Form 990, Part VI, Line 19 Required documents available to the public THE FOUNDATION WILL CONSIDER MAKING ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part IX, Line 11g Other Fees Research - Total Expense: 376821, Program Service Expense: 376821, Management and General Expenses: , Fundraising Expenses: ; Strategic Initiatives - Total Expense: 3024232, Program Service Expense: 2834585, Management and General Expenses: 189647, Fundraising Expenses: ; Grants & Awards Program - Total Expense: 347117, Program Service Expense: 347117, Management and General Expenses: , Fundraising Expenses: ; Fundraising Strategy Consulting - Total Expense: 243757, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: 243757; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PENSION-RELATED CHARGES, INCL. NET PD. PENSION COSTS OTHER THAN SVC. COST - 425958; SOCIETY FOR HUMAN RESOURCE MGNT (SHRM) 1800 DUKE STREET ALEXANDRIA VA 22314 340948453 SERVE NEEDS OF HR PROFESSIONALS OH 501(c)(6) NA false CEO ACTION 1800 DUKE STREET ALEXANDRIA VA 22314 994896397 ORG DEVELOPMENT DE 501(c)(3) SHRM true SHRM CORPORATION 1800 DUKE STREET ALEXANDRIA VA 223143499 760839798 ON-LINE JOBS ADVERTISING PROGRAM VA SHRM C Corporation 0 false SHRM EAST PRIVATE LIMITED REGUS ORCHID BUS CTR 311 MUMBAI KHAR IN 40052 802212005 HR RESEARCH AND EDUCATIONAL PROGRAMS IN INDIA IN SHRM C Corporation 0 false Linkage Inc 1800 DUKE STREET ALEXANDRIA VA 223143499 043021427 ORG DEVELOPMENT MA SHRM CORP C Corporation 0 false SHRM ARABIA COMPANY FOR TRAINING MOUSA BIN NOSSAIR STREET OLAYA RIYADH SA ORG TRAINING SA SHRM 0 false false false true false false false false false false false false false true true false true false false false SOCIETY FOR HUMAN RESOURCE MANAGEMENT C 1634229 COST SOCIETY FOR HUMAN RESOURCE MANAGEMENT M 622355 FMV SOCIETY FOR HUMAN RESOURCE MANAGEMENT P 402635 COST