Shift Work Forward INC EIN 47-5172476

Shift Work Forward INC FY2021 filing

EIN  47-5172476 Public charity (501(c)(3)) Washington, DC
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Verified accurate 9/13/26 · see original filing: IRS
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Size
$1–10M
What they do
Connect organizations, policies, and mindsets to solve workforce problems and address racial disparities through systems change strategies.
Leadership
Amanda Cage · CEO & President · $173K
Money in and out
$1.9M revenue, $5.9M expenses
Bottom line
89% program efficiency

Connect organizations, policies, and mindsets to solve workforce problems and address racial disparities through systems change strategies. For fiscal year 2021 it reported $1.9M in revenue, $5.9M in expenses, and $6.7M in net assets.Pt I

Where the money goes · FY2021
Total revenue
$1.9M
Pt VIII · Ln 12
Total expenses
$5.9M
Pt IX · Ln 25
Net assets
$6.7M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$4.0M
Where spending went · Part IX cols B–D
Program services $0.89 Management & general $0.07 Fundraising $0.05
Program efficiency
89%
of spending reaches programs
Operating runway
11.9mo
months of highly liquid reserves at operating expense rate
Surplus margin
-214%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$1.9M
FY2021▼ -81%
Expenses
$5.9M
FY2021▼ -6%
Total assets
$8.5M
FY2021▼ -34%
Total liabilities
$1.8M
FY2021▼ -16%
Total revenue
$1.9M
Pt VIII · Ln 12
Total expenses
$5.9M
Pt IX · Ln 25
Net assets
$6.7M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$4.0M
Total assetsPt X · Ln 16$8.5M
Program-expense ratioPt IX · col B89%
Voting members of governing bodyPt I · Ln 39
Independent voting membersPt I · Ln 49
Mission & Programs · Part III

Where the work happens

3 program services account for $5.1M of program spending, described in the organization's own filed words · FY2020.
01

Activate Employers to Make Jobs Better

We take a demand-driven approach to workforce development, because employers are critical partners in community development and in achieving our mission. But connecting people to employment is not enough--workers thrive in good jobs at an organization where they are valued.

$2.7Mprogram expense
02

Change Systems

Solving workforce problems requires seeing the whole picture, in all of its complexity. It means making connections among organizations, policies, and mindsets. Systems thinking helps identify the right thing to work on--to address what is preventing a problem from being solved.

$1.6Mprogram expense
03

Equip Workers for Success

Workers succeed in a well-designed job at an organization where they are valued. From training, upskilling, and apprenticeship to worker engagement, satisfaction, and well-being, we promote the full range of skills development and supports that enable workers to thrive.

$759Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CShift Work Forward INC
EINHdr · item D47-5172476
Principal addressHdr · item CWashington, DC
WebsiteHdr · item Jwww.nationalfund.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MDC
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEmployment (J20)
Ruling yearIRS BMFJan 2016

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a9
Independent voting membersPt VI · Ln 1b9
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
CEO & President
$173,324Pt VII · Sec A
Chief Program Officer
$135,644Pt VII · Sec A
COO & Secretary
$134,152Pt VII · Sec A
SR. Program Officer
$123,400Pt VII · Sec A
Evaluation & Learning Director
$123,097Pt VII · Sec A
Change Systems Director
$118,461Pt VII · Sec A
Communications Director
$115,546Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Amanda Cage’s $391K as President & CEO is at the 99th percentile of top reported officer pay among 1236 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Amanda Cage$391,278$227,394$218,445$210,640$173,324
Fred Dedrick$243,968
Mary O'Neill$212,296
Michelle Rafferty$211,024$170,441$163,240
Michelle Wilson$152,216$131,155$127,046$122,911$123,097
Hollie Marston$140,119$129,493$124,152
Thomas Strong$139,999
Ricardo Henriquez$139,999$129,962$121,327

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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Statement of Revenue

Part VIII
Contributions & grants$1.8M · 98%
Program service revenue$33K · 2%
Investment income$12K · 1%
Contributions & grants98%$1.8M
Program service revenue2%$33K
Investment income1%$12K
Other revenue$148
— government grantsLn 1e$287K
Total revenueLn 12$1.9M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.89 Management & general $0.07 Fundraising $0.05
Program services89%$5.2M
Management & general7%$387K
Fundraising5%$270K
Total functional expensesLn 25$5.9M

Balance Sheet

Part X · end of year
CashLn 1$5.8M
Total assetsLn 16$8.5M
Total liabilitiesLn 26$1.8M
Total net assetsLn 32$6.7M
Months of cash on handcomputed11.9

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $5.8M · Operating expenses/yr $5.9M
11.9 months
Where the money goes
Program services
Program services $5.2M · Total expenses $5.9M
89%
Management & General
Management & general $387K · Total expenses $5.9M
7%
Fundraising
Fundraising $270K · Total expenses $5.9M
5%
Cost to raise $1
Fundraising expense (2-yr avg) $377K · Solicited contributions (2-yr avg) $5.6M
$0.07 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $1.8M · Total revenue $1.9M
98%
Government reliance
Government grants $287K · Total revenue $1.9M
15%
Earned-income share
Program service revenue $33K · Total revenue $1.9M
2%
Investment reliance
Investment income $12K · Total revenue $1.9M
+1%
Program self-sufficiency
Program service revenue $33K · Total expenses $5.9M
1%
Growth & trend
Revenue growth (YoY)
This year $1.9M · Prior year $9.7M
-81%
Net-asset trend (YoY)
End of year $6.7M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.9M · Expenses $5.9M
-214%
Liabilities-to-Assets
Total liabilities — · Total assets $8.5M
Net-asset ratio
Net assets $6.7M · Total assets $8.5M
79%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $8.5M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Amanda Cage · Reported title CEO & PRESIDENT · Highest reported compensation $173K · Total expenses $5.9M
3%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $2.4M · Total expenses $5.9M
40%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 89%
Overhead ratio 7%
Fundraising cost ratio 15%
Revenue growth -81%
Legal fee ratio 0%
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$42K
Grants paid · 83 grants · $9.0M · 2019–2024
Partner4workPA · FY2024$100,000
The Health CollaborativeOH · FY2024$75,000
Careerrise INCGA · FY2024$75,000
Edc413works INCMA · FY2023$176,500
KentuckianaworksKY · FY2023$101,500
United Way of Central IowaIA · FY2023$100,000
Partner4workPA · FY2023$100,000
See all 83 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$7.1M revenue · ⤓ 990 PDF
FY2023$14.0M revenue · ⤓ 990 PDF
FY2022$5.2M revenue · ⤓ 990 PDF
FY2021$1.9M revenue · viewing · ⤓ 990 PDF
FY2020$9.7M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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