Mission: SHPE CHANGES LIVES BY EMPOWERING THE HISPANIC COMMUNITY TO REALIZE ITS FULLEST POTENTIAL AND TO IMPACT THE WORLD THROUGH STEM AWARENESS, ACCESS, SUPPORT AND DEVELOPM ... (More)

Society of Hispanic Professional Engineers is a 501(c)(3) organization, with an IRS ruling year of 2004, and donations are tax-deductible.

Is this your nonprofit? Access the Nonprofit Portal to submit data and download your rating toolkit.


Contact Information

  www.shpe.org

  13181 CROSSROADS PKWY NORTH NO 22
City of Industry CA 91746-3419


 Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Finance & Accountability score for Society of Hispanic Professional Engineers is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.


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Encompass Rating System by Charity Navigator


Overall Score

94

out of 100

This charity's score is a passing score.
This overall score is calculated from multiple beacon scores: 90% Finance & Accountability and 10% Leadership & Adaptability


Learn about the Encompass Rating System: Overview | FAQ | Release Notes

Next: Impact & Results

...   Finance & Accountability


This score provides an assessment of a nonprofit's financial health (stability, efficiency and sustainability) and its commitment to governance practices and policies.


Finance & Accountability Score

93

out of 100

The score earned by Society of Hispanic Professional Engineers is a passing score

This V6 of the Finance & Accountability Score provides a baseline measure of an organization's health including the indicators listed in the report below.

This score represents Form 990 data from 2019, the latest year electronically filed and published by the IRS.



Back to Overall

Finance & Accountability Report

93

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Program Expense

Program Expense Ratio

75.90%

Higher effect on score

More data  


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.


Program Expense Percentage

Amount of Credit Received

70% or higherFull Credit
60% - 69.9%Partial Credit
50% - 59.9%Zero Points for Program Expense Score
Below 50%Zero Points for Both Program Expense AND Liabilities to Assets Scores

Source: IRS Form 990

Board Composition

12/12 Independent

Higher effect on score


Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).


The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.


Source: IRS Form 990

Independent Audit or Financial Review

Audited

Higher effect on score


An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:

Total Revenue Amount

Expectation to Receive Credit

$1 million or higherExpected to complete an audit
$500,000 - $1 millionExpected to complete an audit, review, or compilation
Less than $500,000No expectation (removed from scoring methodology)

Source: IRS Form 990

Liabilities to Assets Ratio

57.13%

Lower effect on score


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.

Liabilities to Assets Ratio

Amount of Credit Received

Less than 50%Full Credit
50% - 59.9%Partial Credit
60% or moreNo Credit

Source: IRS Form 990

Website

Listed

Lower effect on score


Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.


Nonprofits act in the public trust and reporting publicly on activities is an important component.


Source: IRS Form 990

Conflict of Interest Policy

Listed

Lower effect on score


Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.


This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.


Source: IRS Form 990

Board Meeting Minutes

Documented

Lower effect on score


Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.


An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.


Source: IRS Form 990

Document Retention and Destruction

Listed

Lower effect on score


Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.


This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.


Source: IRS Form 990

Whistleblower Policy

Listed

Lower effect on score


Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.


This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.


Source: IRS Form 990

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



RAQUEL TAMEZ, CEO

$247,471


CHRIS WILKIE, COO

$181,025


KATHLEEN DUBOIS, SR. DIRECTOR OF DEVELOPMENT & EXTERNAL RELATIONS

$178,291


DORA RENAUD, SR. DIRECTOR OF PROGRAMS & MEMBERSHIP

$121,014


MONIQUE HERRERA, DIRECTOR CORPORATE RELATIONS

$104,751


Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Activity data not reported from the IRS


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Society of Hispanic Professional Engineers reported being impacted by COVID-19 in the following ways:
  • Program Delivery


How COVID-19 impacted the organization's operations financially:

While the COVID-19 pandemic hit the nonprofit sector hard, SHPE immediately responded by setting up our events programming virtually. Because of SHPE's rapid response, SHPE's revenue line and financial operations remained strong and had another record-breaking fiscal year.


How COVID-19 impacted the organization's delivery of programs:

While the COVID-19 pandemic hit the nonprofit sector hard, SHPE immediately responded by setting up our events programming virtually. This included SHPE's career fair and the National Institute for Leadership Advancement, where nearly 900 students attended. Additionally, SHPE adapted its annual National Convention conference, the largest in the nation, to entirely virtual. While this was a significant change for SHPE, the organization fully adapted and successfully delivered our events and programming without a hitch! More than 9,000 STEM students and professionals benefited from career-focused workshops, competitions, and interviews.


How this organization adapted to changing conditions caused by COVID-19:

SHPE's staff is stationed throughout the country and has been fully remote the whole time. SHPE quickly adapted, continued to offer its programming virtually, and continued to communicate and engage its members via weekly digital communications efforts and social media outlets. For example, our outreach for our National Institute for Leadership Advancement conference increased to 900 attendees, a significant increase from previous years.


Innovations the organization intends to continue permanently after the pandemic:

SHPE's virtual training for Chapter leaders will now remain as part of our programming. SHPE also adding a virtual career fair element to our in person National Convention - therefore, making it more accessible to our corporate members as well as our student and professional members. SHPE will continue with this virtual platform for future conferences and our competitions will be remain hybrid.


Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Society of Hispanic Professional Engineers cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Society of Hispanic Professional Engineers? Join the waitlist for an updated Impact & Results score.


Back to Overall

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Largest Programs

Largest Programs



Society of Hispanic Professional Engineers reported its three largest programs on its FY 2020 Form 990 as:


$2,428,458

Spent in most recent FY

44%

Percent of program expenses


THE ANNUAL CONFERENCE PROGRAM'S MISSION IS TO BRING TOGETHER STUDENTS, PROFESSIONALS, AND EMPLOYERS FROM THE PRIVATE AND PUBLIC SECTOR IN THE FIELDS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATH. THE S ... (More)


$442,439

Spent in most recent FY

8%

Percent of program expenses


THE NATIONAL INSTITUTE FOR LEADERSHIP ADVANCEMENT (NILA) IS AN ANNUAL SYMPOSIUM FOR THE CHAPTER AND REGIONAL LEADERS OF THE ORGANIZATION. NILA PROVIDES EDUCATIONAL AND PROFESSIONAL DEVELOPMENT WORKSHO ... (More)


$533,625

Spent in most recent FY

9%

Percent of program expenses


THE SHPE SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIP AWARDS TO QUALIFIED UNDERGRADUATE AND GRADUATE STUDENTS ENROLLED IN QUALIFIED ACADEMIC INSTITUTIONS AND STUDYING IN THE FIELDS OF SCIENCE, TECHNOLOGY, ... (More)


Previous: Impact & Results  / Next: Culture & Community

...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Society of Hispanic Professional Engineers is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


SHPE changes lives by empowering the Hispanic community to realize its fullest potential and to impact the world through STEM awareness, access, support and development. SHPE raises awareness, provides access, and prepares Hispanic students and professionals to be leaders in STEM, and help drive innovation in the global economy


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


SHPE envisions a world where Hispanics are highly valued and influential as the leading innovators, scientists, mathematicians, and engineers.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: SHPE empowers, develops, and supports Hispanics in STEM by delivering innovative solutions and partnerships focused on developing and building our members' professional capabilities.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Two: SHPE's innovative programs are designed to create a new generation of Hispanic leaders and develop the skills and strengths of professionals in STEM.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Three: Convene and collaborate with government, businesses, and nonprofits to increase the representation of Hispanics in STEM.

Goal Type: Focus on core programs to achieve mission and scale back on programs not seen as core.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

The National Board of Directors and staff attend professional business courses periodically - the courses are relevant to their position in the organization.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

  • Community Building

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

SHPE leverages its resources to encourage career-growth and networking opportunities to more than 13,000 members and 225 local chapters nationwide.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


SHPE has adapted to external changes this past year by providing and delivering all our events and programming virtually. SHPE's staff is stationed throughout the country and has been fully remote the whole time. SHPE quickly adapted, offered its programming virtually, and communicated and engaged its members via weekly digital communications efforts and social media outlets. For example, our outreach for our National Institute for Leadership Advancement conference increased to 900 attendees, a significant increase from previous years. While the COVID-19 pandemic hit the nonprofit sector hard, SHPE immediately responded by setting up our events programming virtually. This included SHPE's career fair and the National Institute for Leadership Advancement, where nearly 900 students attended. Additionally, SHPE adapted its annual National Convention conference, the largest in the nation, to entirely virtual. More than 9,000 STEM students and professionals benefited from career-focused workshops, competitions, and interviews. While this was a significant change, SHPE quickly adapted and successfully delivered all events and programming without a hitch!

Source: Nonprofit submitted responses

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

Not Currently Scored

Society of Hispanic Professional Engineers is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback or Diversity, Equity, & Inclusion data. Nonprofit organizations are encouraged to fill out the How We Listen and Equity Practices sections of their Candid profile.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


Back to Overall

Culture & Community Report

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Constituent Feedback

Diversity, Equity, & Inclusion


This organization has not provided information regarding the diversity, equity and inclusion (DEI) practices it is presently implementing. As such, the organization has not earned a score on this metric. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback


Constituent Feedback and Listening Practice data are not available for this organization. Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.



Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

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