Shift Why FY2020 filing

Parkton, MDUnknown exempt organizationEIN 30-0883866Revenue $1.5M in FY2020

On file with the IRSinsideoutinitiative.org107 Mt Carmel Road Suite 201 · Parkton, MD

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The organization's mission is to transform the current "win-at-all-cost" sports culture, where the value is too often defined by the scoreboard, to a culture that defines and promotes sports as a human growth experience that focuses on the intentional development of the educational, social, and emotional well-being of each student-athlete.

93¢ of each $1 spent went to programs.
$237K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2021
latest Form 990
Concern: the latest return is for FY2021, 5 tax years back; more than 4 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 2
filings with a surplus
Average deficit $330K a year · 44% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$237K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1.3M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 4 voting members
Looks good: 3 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
Spent
$1.4M
To programs
93%
Net assets
$779K
By yearFY2020–FY2021
Revenue
$1.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.5M
FY2021$11K
Expenses
$1.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$789K
Net assets
$779K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$779K
FY2021$0

From the FY2020 Form 990 (year ending March 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2021) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $1.3M Management & general 7% · $96K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990; $237K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$236,704Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2021FY2020
Joseph Ehrmann$121,998$236,704

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Promotes sports as a human growth experience, developing student-athletes' well-being beyond winning.

Provided by the organization

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1 program · $1.3M · in their own filed words · FY2019
01

The insideout initiative provides a systems level approach that provides leadership development, training, curriculum and resources through ongoing workshops and in-person trainings to change the win-at-all-cost sports culture.

$1.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2019
Total grants receivedfrom 1 funder$1.3M
Grants paid · 1 grant · $353K · 2020–2020
Isoiteam INCMD · FY2020$353,072

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Gifts and grantsLn 1h$1.5M
Investment incomeLn 3$246
Money outPt IX
$1.4M
Ln 25
Programscol B$1.3M
Managementcol C$96K
Owns and owesPt X
$779K
net assets · Ln 32
Cash and savingsLn 1–2$722K
Total assetsLn 16$779K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Investment incomeLn 3$246
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$687K
SavingsLn 2$35K
Cash and savings togetherLn 1–2$722K
Land, buildings, equipmentLn 10c$29K
Other assetsLn 15$4K
Total assetsLn 16$779K
LiabilitiesLn 26$0
Net assetsLn 32$779K
OperationsPt I, VI
EmployeesI 55
VolunteersI 60
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$636K$722K
Land, buildings, equipmentLn 10c$18K$29K
Total assetsLn 16$658K$779K
LiabilitiesLn 26$0$0
Net assetsLn 32$658K$779K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$232K$232K
Other salaries and wagesLn 7$133K$73K$60K
Payroll taxesLn 10$22K$19K$4K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$30K$30K
Other fees for servicesLn 11g$43K$43K
Office expensesLn 13$14K$14K
Information technologyLn 14$7K$7K
OccupancyLn 16$10K$10K
TravelLn 17$143K$143K
Conferences, conventions and meetingsLn 19$198K$198K
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$537K$537K
All other expensesLn 24e$7K$7K$300
Total functional expensesLn 25$1.4M$1.3M$96K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest $11K$789K−$779K$0 990 PDF
FY2020 Viewing $1.5M$1.4M$118K$779K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $1,504,222 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,283,215$1,503,976
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$1,079$246
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,282,136$1,504,222
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $466,659$387,086
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $954,842$999,054
I-18 Total expensesPrior year $1,421,501$1,386,140
I-19 Revenue less expensesPrior year −$139,365$118,082
Part VI · Governance 3 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members3
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,504,222 across 4 lines filed
VIII-1f All other contributions, gifts and grants$1,503,976
VIII-1h Total contributions, gifts and grants$1,503,976
VIII-3 Investment incomeExcluded from tax $246$246
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $246$1,504,222
Part IX · Statement of functional expenses $1,386,140 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $231,696$231,696
IX-7 Other salaries and wagesPrograms $72,707 · Management $60,300$133,007
IX-10 Payroll taxesPrograms $18,730 · Management $3,653$22,383
IX-11b Legal feesManagement $2,317$2,317
IX-11c Accounting feesManagement $29,811$29,811
IX-11g Other fees for servicesPrograms $42,696$42,696
IX-13 Office expensesPrograms $14,268$14,268
IX-14 Information technologyPrograms $7,447$7,447
IX-16 OccupancyPrograms $9,900$9,900
IX-17 TravelPrograms $143,113$143,113
IX-19 Conferences, conventions and meetingsPrograms $198,484$198,484
IX-22 Depreciation, depletion and amortizationPrograms $4,197$4,197
IX-23 InsurancePrograms $1,936$1,936
IX-24 Other expenses (24a–d)Programs $537,492$537,492
IX-24e All other expensesPrograms $7,093 · Management $300$7,393
IX-25 Total functional expensesPrograms $1,289,759 · Management $96,381 · Fundraising $0$1,386,140
Part X · Balance sheet $778,686 assets, 9 lines filed
Asset lines not itemized here account for $22,860; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $633,488$687,208
X-2 Savings and temporary cash investmentsStart of year $2,617$35,077
X-8 Inventories for sale or useStart of year $590$0
X-10c Land, buildings and equipment, netStart of year $17,573$29,191
X-15 Other assetsStart of year $4,000$4,350
X-16 Total assetsStart of year $658,268$778,686
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $658,268$778,686
X-33 Total liabilities and net assetsStart of year $658,268$778,686
Part XI · Reconciliation of net assets $778,686 net assets at year end
XI-1 Total revenue$1,504,222
XI-2 Total expenses$1,386,140
XI-3 Revenue less expenses$118,082
XI-4 Net assets at start of year$658,268
XI-8 Prior period adjustments$2,336
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$778,686

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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