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Education : Scholarship and Financial Support

SHRM Foundation

Inspiring. Empowering. Transforming

four stars

90.88

1800 Duke Street Alexandria, VA 22314
tel: (703) 535-6020   Web Site
EIN: 34-6610067

Board Leadership
Betsy Larson
Chair

CEO
Wendi Safstrom
Executive Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 90.88 four stars
  Financial 89.18 three stars
  Accountability & Transparency 93.00 four stars
This rating was published 06/01/2017 and includes data from FY2015, the most recent 990 received at that time.

The SHRM Foundation champions workforce and workplace transformation by providing...

- research-based HR solutions for challenging inclusion issues
facing employees and potential employees.

- scholarships to educate and develop HR professionals and students to make change happen.

- opportunities for HR professionals to make a difference in their local communities.

The SHRM Foundation champions workforce and workplace transformation by providing...

- research-based HR solutions for challenging inclusion issues
facing employees and potential employees.

- scholarships to educate and develop HR professionals and students to make change happen.

- opportunities for HR professionals to make a difference in their local communities.

Financial

three stars

89.18

Accountability & Transparency

four stars

93.00

This rating was published 06/01/2017 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
73.4%
  Administrative Expenses 17.0%
  Fundraising Expenses 9.5%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 5.39
  Program Expenses Growth 18.5%
  Liabilities to Assets 8.1%
All data for Financial Performance Metrics calculations was provided by SHRM Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by SHRM Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
SHRM Foundation (VA) 90.88 four stars
Carson Scholars Fund (MD) 92.07 four stars
American Technion Society (NY) 92.44 four stars
Special Operations Warrior Foundation (FL) 96.46 four stars
Arizona Christian School Tuition Organization (AZ) 90.48 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,116,197
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $1,178,099
   Government Grants $0
Total Contributions $2,294,296
   Program Service Revenue $2,755
Total Primary Revenue $2,297,051
   Other Revenue $-259,310
TOTAL REVENUE $2,037,741
   
EXPENSES  
   Program Expenses $2,401,689
   Administrative Expenses $424,820
   Fundraising Expenses $237,884
TOTAL FUNCTIONAL EXPENSES $3,064,393
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,026,652
   
Net Assets $16,920,527

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Research Studies in HR Management $1,683,495 70.1%
Effective Practice Guides, Events, and Videos $371,190 15.5%
HR scholarships for students and professionals $347,004 14.4%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 06/01/2017 90.88 four stars
2014-12 08/01/2016 88.45 three stars
2014-12 06/01/2016 86.98 three stars
 
CN 2.0
2013-12 08/01/2015 89.15 three stars
2012-12 05/01/2014 82.34 three stars
2011-12 09/01/2013 86.99 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 34-6610067
Name in IRS Master File SHRM FOUNDATION INC
NTEE Code T30
NTEE Classification Public Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (161) Scientific research (diseases)
(180) Contact or sponsored scientific research for industry
(59) Other school related activities
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
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).
Group Name [Not Applicable]
Ruling Date February, 1969
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$267,853 8.74% Mark Schmit Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
SHRM Foundation (VA) 90.88 four stars
American Quarter Horse Foundation (TX) 90.03 four stars
Columbus Citizens Foundation (NY) 85.86 three stars
District of Columbia College Access Program (DC) 86.75 three stars
ACE Scholarships (CO) 96.25 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

SHRM Foundation
1800 Duke Street
Alexandria, VA 22314
tel: (703) 535-6020
EIN: 34-6610067

Visit Web Site

Board Leadership

Betsy Larson
Chair

CEO

Wendi Safstrom
Executive Director

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