HUMAN RESOURCE CERTIFICATION INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HUMAN RESOURCE CERTIFICATION INSTITUTE (EIN 51-0182830)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201333169349302013
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-11T12:04:54-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521511275 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510182830 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMAN RESOURCE CERTIFICATION INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HUMA | NameControl |
| Phone | 7035483440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223143499 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY MOHNEY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7035483440 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK H SMITH | Name |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | Phone |
| Date Prepared | 2013-11-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | AMY SCHABACKER DUFRANE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223143499 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 45577447 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HRCI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | ESTABLISH AND MAINTAIN PROFESSIONAL STANDARDS IN THE FIELD OF HUMAN RESOURCE MANAGEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 53 | TotalNbrEmployees |
| Total Nbr Volunteers | 240 | TotalNbrVolunteers |
| Total Gross UBI | 6149 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -74338 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13087604 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12779370 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1155029 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2006494 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 117912 | OtherRevenuePriorYear |
| Other Revenue Current Year | 59598 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14360545 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14845462 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 750000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 750000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3862621 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5062671 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7967665 | OtherExpensePriorYear |
| Other Expenses Current Year | 8867582 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12580286 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14680253 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1780259 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 165209 | RevenuesLessExpensesCY |
| Total Assets BOY | 34367629 | TotalAssetsBOY |
| Total Assets EOY | 36653052 | TotalAssetsEOY |
| Total Liabilities BOY | 5401323 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6288780 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28966306 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30364272 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE HR CERTIFICATION INSTITUTE (THE INSTITUTE) DEVELOPS AND DELIVERS CREDENTIALING PROGRAMS TO VALIDATE MASTERY IN THE FIELD OF HUMAN RESOURCE MANAGEMENT AND TO PROMOTE ORGANIZATIONAL EFFECTIVENESS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9459069 | Expense |
| Revenue | 12779370 | Revenue |
| Description | THE INSTITUTE CONDUCTS CERTIFICATION EXAMINATIONS IN ORDER TO RECOGNIZE PROFESSIONALS IN THE FIELD WHO HAVE MASTERED THE BODY OF KNOWLEDGE IN HUMAN RESOURCE MANAGEMENT. THESE EXPENSES ARE RELATED TO THE EXAM DEVELOPMENT AND ADMINISTRATION OF FOUR CREDENTIALS. IN 2011, AND CONTINUING INTO 2012, THE INSTITUTE INVESTED IN THE DEVELOPMENT OF TWO NEW GLOBAL CERTIFICATIONS AND UTILIZED THE PROFESSIONAL EXAMINATION COMPANIES TO PREPARE FOR THE LAUNCH OF THE NEW CERTIFICATIONS. THE INSTITUTE UTILIZES PROFESSIONAL EXAMINATION COMPANIES TO VALIDATE THE EXAMS AND SUBJECT MATTER EXPERTS TO PREPARE THE CONTENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 344647 | Expense |
| Revenue | 48959 | Revenue |
| Description | THE INSTITUTE PRODUCES PUBLICATIONS AS A MEANS OF DISSEMINATING RELEVANT MANAGEMENT RESEARCH STUDY INFORMATION TO THE PUBLIC(COST OF GOODS SOLD RELATED TO SUCH PUBLICATIONS IS EXCLUDED FROM EXPENSES REPORTED HERE AND REPORTED ON PAGE 9 OF THE FORM 990). | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 750000 | Expense |
| Grants | 750000 | Grants |
| Description | AS PART OF THE INSTITUTE'S MISSION TO FURTHER ESTABLISH AND MAINTAIN PROFESSIONAL STANDARDS, CONTRIBUTIONS WERE MADE TO THE SHRM FOUNDATION TO SUPPORT THEIR WORK ON CONDUCTING RESEARCH STUDIES IN THE FIELD OF HR MANAGEMENT AND IN SUPPORT OF THEIR PERMANENT ENDOWMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 10553716 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 53 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY MOHNEY CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7035483440 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| GARDINER HEMPEL JR CPA GPHR | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| CLARISSA A PETERSON SPHR GPHR | ||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| KAREN BENNETT SPHR GPHR | ||||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| MANJUSHREE M BADLANI MA SPHR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GREG BALESTRERO | ||||||||
| DIRECTOR (PUBLIC MEMBER) | 1.00 | X | 0 | 0 | 0 | |||
| RONNIE CHARLES SPHR GPHR | ||||||||
| IPMA-CP, DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| IONA HARDING SPHR GPHR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GERLINDE HERRMANN CHRP GPHR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HENRY G JACKSON CPA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| O DAVID JACKSON SPHR PMP | ||||||||
| MBA, DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SHAWN MOOD SPHR GPHR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM SCHIEMANN PHD | ||||||||
| DIRECTOR (PUBLIC MEMBER) | 1.00 | X | 0 | 0 | 0 | |||
| JAMES STEELE EDH GPHR SPHR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARY POWER CAE CMP | ||||||||
| EXECUTIVE DIRECTOR - UNTIL 12/2012 | 37.50 | X | 326665 | 0 | 67492 | |||
| AMY DUFRANE EDD SPHR | ||||||||
| CHIEF OPERATING OFFICER | 37.50 | 233212 | 0 | 37345 | X | |||
| BENNIE JOHNSON | ||||||||
| CHIEF, GLOBAL MKT & BD | 37.50 | 198952 | 0 | 36045 | X | |||
| ELIZABETH RICHARDS | ||||||||
| HR BUSINESS PARTNER | 37.50 | 104000 | 0 | 22257 | X | |||
| GREGORY SCOTT | ||||||||
| MANAGER HR CONTENT | 37.50 | 105061 | 0 | 13670 | X | |||
| LEE ANN EVANS | ||||||||
| DIR, ADMIN & CLIENT RELATIONS | 37.50 | 121561 | 0 | 25638 | X | |||
| LINDA K ANGUISH | ||||||||
| DIR, CREDENTIALING PRODUCTS | 37.50 | 121398 | 0 | 47897 | X | |||
| SUPOJ SRIKITTIPRAPHAT | ||||||||
| IT MANAGER | 37.50 | 108736 | 0 | 22027 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1319585 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 272371 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PROMETRIC INC | |||||
| PO BOX 223608 | PITTSBURGH | PA | 152512608 | EXAMINATION FEES | 1615738 |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | |||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 223143499 | MANAGEMENT SERVICES | 1409004 |
| PROFESSIONAL EXAMINATION SERVICES | |||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 101150089 | EXAMINATION FEES | 675735 |
| GAVIN LAW OFFICES PLC | |||||
| 2500 GASKINS ROAD SUITE B | RICHMOND | VA | 23238 | LEGAL SERVICES | 377734 |
| CYZAP | |||||
| 7811 L STREET SUITE 230 | OMAHA | NE | 68127 | PROJECT MGM'T, SUPPORT & MAINT. | 251741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CERTIFICATION FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 12779370 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12779370 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12779370 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 699286 | TotalRevenueColumn |
| Exclusion | $699,286 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32025574 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30718366 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1307208 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1307208 | TotalRevenueColumn |
| Exclusion | $1,307,208 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 68727 | GrossSalesOfInventory |
| Cost Of Goods Sold | 13619 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55108 | TotalRevenueColumn |
| Related Or Exempt Function Income | 48959 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6149 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4490 | TotalRevenueColumn |
| Exclusion | $4,490 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4490 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14845462 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12828329 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6149 | UnrelatedBusinessRevenue |
| Exclusion | $2,010,984 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750000 | Total |
| Program Services | 750000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 828125 | Total |
| Program Services | 703906 | ProgramServices |
| Management And General | 124219 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3012425 | Total |
| Program Services | 2560561 | ProgramServices |
| Management And General | 451864 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394014 | Total |
| Program Services | 334912 | ProgramServices |
| Management And General | 59102 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580454 | Total |
| Program Services | 493386 | ProgramServices |
| Management And General | 87068 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247653 | Total |
| Program Services | 210505 | ProgramServices |
| Management And General | 37148 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1409004 | Total |
| Program Services | 1197653 | ProgramServices |
| Management And General | 211351 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 442854 | Total |
| Management And General | 442854 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13630 | Total |
| Management And General | 13630 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155892 | Total |
| Management And General | 155892 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1609588 | Total |
| Program Services | 1155709 | ProgramServices |
| Management And General | 453879 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 825742 | Total |
| Program Services | 596103 | ProgramServices |
| Management And General | 229639 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418142 | Total |
| Program Services | 176793 | ProgramServices |
| Management And General | 241349 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238314 | Total |
| Management And General | 238314 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 663356 | Total |
| Program Services | 50627 | ProgramServices |
| Management And General | 612729 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254500 | Total |
| Program Services | 21042 | ProgramServices |
| Management And General | 233458 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74005 | Total |
| Management And General | 74005 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| TESTING FEES | 1808418 | 1808418 | |
| FEES | 425156 | 360148 | 65008 |
| MISCELLANEOUS | 279577 | 2797 | 276780 |
| DUES & SUBSCRIPTIONS | 249404 | 131156 | 118248 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14680253 | Total |
| Program Services | 10553716 | ProgramServices |
| Management And General | 4126537 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2856326 | BOY |
| EOY | 1748566 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1926951 | BOY |
| EOY | 1616918 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21230 | BOY |
| EOY | 13727 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64784 | BOY |
| EOY | 101799 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36569 | BOY |
| EOY | 106960 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 643872 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 451042 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152408 | BOY |
| EOY | 192830 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24795749 | BOY |
| EOY | 29872998 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4457118 | BOY |
| EOY | 2965548 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56494 | BOY |
| EOY | 33706 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34367629 | BOY |
| EOY | 36653052 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2131062 | BOY |
| EOY | 2502980 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2439044 | BOY |
| EOY | 2543566 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 831217 | BOY |
| EOY | 1242234 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5401323 | BOY |
| EOY | 6288780 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28966306 | BOY |
| EOY | 30364272 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28966306 | BOY |
| EOY | 30364272 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34367629 | BOY |
| EOY | 36653052 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 165209 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1413063 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -180306 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11781354 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13252735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14199763 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13157040 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12831420 | CurrentTaxYear |
| Total | 65222312 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11781354 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13252735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14199763 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13157040 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12831420 | CurrentTaxYear |
| Total | 65222312 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 65222312 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 863308 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 784110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 618866 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 765518 | CurrentTaxYearMinus1Year |
| Current Tax Year | 699286 | CurrentTaxYear |
| Total | 3731088 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 863308 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 784110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 618866 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 765518 | CurrentTaxYearMinus1Year |
| Current Tax Year | 699286 | CurrentTaxYear |
| Total | 3731088 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35963 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 41689 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31022 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39839 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4490 | CurrentTaxYear |
| Total | 153003 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12680625 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14078534 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14849651 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13962397 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13535196 | CurrentTaxYear |
| Total | 69106403 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94380 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94090 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05400 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05640 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 643872 | OtherCostOrOtherBasis |
| Depreciation | 451042 | Depreciation |
| Book Value | 192830 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 192830 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 2740548 | F |
| CERTIFICATE OF DEPOSITS | 225000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2965548 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $1,242,234 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1242234 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 17881577 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1413063 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1765325 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 13619 | OtherRevenues |
| Revenue Not Rptd F990 | 3192007 | RevenueNotRptdF990 |
| Revenue Subtotal | 14689570 | RevenueSubtotal |
| Investment Expenses Not Included | 155892 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 155892 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14845462 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16303305 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1765325 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 13619 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1778944 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14524361 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 155892 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 155892 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14680253 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 13,619. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 13,619. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | GLOBAL CERTIFICATIONS | 67239 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | GLOBAL CERTIFICATIONS | 216999 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | GLOBAL CERTIFICATIONS | 9939 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | GLOBAL CERTIFICATIONS | 116795 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | GLOBAL CERTIFICATIONS | 6343 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | GLOBAL CERTIFICATIONS | 5877 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | GLOBAL CERTIFICATIONS | 1995 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | GLOBAL CERTIFICATIONS | 19096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 444283 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 444283 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 1 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHRM FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 346610067 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 750000 | AmountOfCashGrant |
| Method Of Valuation | CASH | MethodOfValuation |
| Purpose Of Grant | TO SUPPORT THE GENERAL OPERATIONS OF THE SHRM FOUNDATION. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FUNDS GRANTED TO THE SHRM FOUNDATION SUPPORT ITS GENERAL OPERATIONS, AS REPORTED TO THE HR CERTIFICATION INSTITUTE BOARD OF DIRECTORS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY POWER CAE CMP | ||||||||||||||
| EXECUTIVE DIRECTOR - UNTIL 12/2012 | 248913 | 0 | 77752 | 0 | 0 | 0 | 67492 | 0 | 0 | 0 | 394157 | 0 | 0 | 0 |
| AMY DUFRANE EDD SPHR | ||||||||||||||
| CHIEF OPERATING OFFICER | 183082 | 0 | 50130 | 0 | 0 | 0 | 21629 | 0 | 15716 | 0 | 270557 | 0 | 0 | 0 |
| BENNIE JOHNSON | ||||||||||||||
| CHIEF, GLOBAL MKT & BD | 171352 | 0 | 27600 | 0 | 0 | 0 | 15079 | 0 | 20966 | 0 | 234997 | 0 | 0 | 0 |
| LINDA K ANGUISH | ||||||||||||||
| DIR, CREDENTIALING PRODUCTS | 109512 | 0 | 11886 | 0 | 0 | 0 | 32181 | 0 | 15716 | 0 | 169295 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I, LINE 6 & 7: ALL EMPLOYEES ARE ELIGIBLE TO RECEIVE AN INCENTIVE COMPENSATION PAYMENT BASED ON THE INSTITUTE MEETING KEY PERFORMANCE GOALS. THE GOALS ARE APPROVED BY THE INSTITUTE BOARD OF DIRECTORS AND INCLUDE NUMBER OF EXAM APPLICANTS, RECERTIFICATION RATES, BUILDING A WORLD CLASS WORK ENVIRONMENT, LONG-TERM STRATEGIC INITIATIVES AND FINANCIAL RESULTS. EACH GOAL IS GIVEN A WEIGHTED AVERAGE PERCENTAGE OF THE TOTAL GOAL. INCENTIVE COMPENSATION PAYMENTS ARE BASED ON AN EMPLOYEE'S EARNINGS, POSITION AND INDIVIDUAL PERFORMANCE WHICH CAN AVERAGE FROM 0% TO 33%. AFTER THE CALENDAR YEAR, THE BOARD OF DIRECTORS REVIEW ACTUAL RESULTS VERSUS THE GOALS AND APPROVE THE INCENTIVE COMPENSATION PAYMENTS. FOR 2012, THE INSTITUTE EXCEEDED ITS FINANCIAL GOAL AND PAID EMPLOYEES INCENTIVE COMPENSATION BASED ON THE INSTITUTE'S FINANCIAL RESULTS RANGING FROM .34% TO 2.28% OF AN EMPLOYEES SALARY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE INSTITUTE HAS A MANAGEMENT AGREEMENT WITH THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM). SHRM PROVIDES FINANCIAL MANAGEMENT, HUMAN RESOURCES, INFORMATION TECHNOLOGY AND OFFICE SPACE AND SERVES AS THE CFO OF THE INSTITUTE. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOLLOWING CHANGES HAVE BEEN MADE TO THE BYLAWS OF THE INSTITUTE: - THE MAXIMUM NUMBER OF BOARD OF DIRECTORS HAS BEEN CHANGED FROM 18 TO 20 AND SHALL INCLUDE AT LEAST ONE PUBLIC MEMBER WHICH MEETS ACCREDITATION REQUIREMENTS. - THE CHAIR MAY CHARGE ANY COMMITTEE OR TASK FORCE WITH OTHER DUTIES OR APPOINT AD HOC COMMITTEES AS DEEMED APPROPRIATE. - IN THE EVENT OF A VIOLATION OF THE CODE OF ETHICAL AND PROFESSIONAL RESPONSIBILITY OR OTHER SUBSTANTIVE REQUIREMENT OF THE CERTIFICATION PROCESS, THE COMPLAINT REVIEW PANEL HAS BEEN GIVEN THE POWER TO REPRIMAND CERTIFICANTS, OR SUSPEND OR REVOKE A CERTIFICANT'S CERTIFICATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE INSTITUTE BYLAWS STATE THAT THE INSTITUTE BOARD OF DIRECTORS (WHICH SHALL BE COMPOSED OF BETWEEN 8 TO 20 MEMBERS) SHALL INCLUDE AS A VOTING MEMBER, THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) PRESIDENT/CEO OR HIS DESIGNEE AND A SHRM FOUNDATION BOARD DESIGNEE. THE INSTITUTE BOARD OF DIRECTORS SHALL BE NOMINATED BY THE GOVERNANCE COMMITTEE AND ELECTED BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INSTITUTE'S FEDERAL FORM 990 IS REVIEWED BY THE INSTITUTE'S TOP MANAGEMENT OFFICIAL, THE DIRECTOR OF FINANCE, THE CFO, AND THE ACCOUNTING STAFF OF THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM). SUCH REVIEW TAKES PLACE UPON RECEIPT OF THE DRAFT FEDERAL FORM 990 RECEIVED FROM THE INDEPENDENT PUBLIC ACCOUNTING FIRM WHO CONDUCTS THE FINANCIAL STATEMENT AUDIT OF THE INSTITUTE. THE REVIEW INVOLVES COMPARISON OF FINANCIAL DATA IN THE FEDERAL FORM 990 WITH THE AUDITED FINANCIAL STATEMENTS AND THE BOOKS AND RECORDS OF THE INSTITUTE AND REVIEW OF ALL NARRATIVE INFORMATION FOR ACCURACY AND COMPLETENESS. ADDITIONALLY, THE TREASURER OF THE BOARD REVIEWS A COPY OF THE RETURN FOR ACCURACY. PRIOR TO FILING THE FEDERAL FORM 990 WITH THE INTERNAL REVENUE SERVICE, A COMPLETE COPY IS PROVIDED TO ALL VOTING MEMBERS OF THE INSTITUTE'S BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS' CONFLICT OF INTEREST POLICY PROVIDES THE FOLLOWING PROCEDURES FOR ADDRESSING POTENTIAL CONFLICTS OF INTEREST THAT MAY REQUIRE BOARD OR COMMITTEE ACTION: 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 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. ADDITIONALLY, THE SHRM EMPLOYEE CODE OF CONDUCT APPLIES TO ALL EMPLOYEES OF THE INSTITUTE; AND ALL EMPLOYEES RECEIVE A COPY OF THE CODE OF CONDUCT AND RETURN AN ACKNOWLEDGEMENT TO THE INSTITUTE HR DEPARTMENT THAT THEY UNDERSTAND 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 IS THE INSTITUTE'S INTENT TO AVOID IMPROPRIETY IN ALL DECISIONS AND ACTIONS. THE CODE OF CONDUCT REQUIRES EMPLOYEES TO AVOID TRANSACTIONS, ACTIVITIES AND RELATIONSHIPS WHICH PLACE PERSONAL INTEREST IN CONFLICT WITH THE INSTITUTE'S; NOT TO USE INSTITUTE ASSETS OR THE EMPLOYEE'S POSITION AT THE INSTITUTE FOR PERSONAL USE OR GAIN; NOT TO ACCEPT GIFTS FROM VENDORS UNLESS WITHIN THE 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 UNDER THE POLICY MAY CONSULT WITH THEIR SUPERVISOR, THE INSTITUTE EXECUTIVE DIRECTOR, INSTITUTE CHIEF OPERATING OFFICER OR THE INSTITUTE HR DEPARTMENT. IN ADDITION, ALL CONTRACTS OF OVER $5,000 ARE REQUIRED TO BE REVIEWED BY THE INSTITUTE OUTSIDE LEGAL COUNSEL OR SHRM GENERAL COUNSEL'S OFFICE. THE INSTITUTE CONTRACT ROUTING FORM REQUIRES THE INDIVIDUAL WHO INITIATES THE CONTRACT TO "COMMENT ON PERSONAL RELATIONSHIPS OR FRIENDSHIPS WITH VENDORS." | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE 10% HIGHEST PAID EMPLOYEES AT THE INSTITUTE IS RECOMMENDED BY AN INDEPENDENT COMPENSATION CONSULTANT THROUGH REVIEW OF RELEVANT COMPARABILITY DATA. THE RECOMMENDATION IS DISCUSSED AND SUBSTANTIATED BY THE INSTITUTE EXECUTIVE DIRECTOR AND THE INSTITUTE HR DEPARTMENT. COMPENSATION AMOUNTS ARE DIRECTLY LINKED TO THE INDIVIDUAL'S PERFORMANCE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | BOARD SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 436,940. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 436,940. MARKETING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,939. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,939. BOOKS & PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 8,578. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,578. KEY INFLUENCER PROGRAM SERVICIES: PROGRAM SERVICE EXPENSES 682,099. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 682,099. TESTING SERVICES: PROGRAM SERVICE EXPENSES 465,032. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 465,032. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COST: -180,306. | CHANGES IN NET ASSETS OR FUND BALANCES: |