Shift_ed is a 501(c)(3) nonprofit organization whose mission is to boldly accelerate student potential. Our continuum of educational programs spans from kindergarten to career, with initiatives that are evidence-based. We partner closely with guilford county schools to provide thousands of hours of tutoring, aptitude assessments, college prep workshops, and career exploration programming to students.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$130K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $1.9M a year · 40% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$130K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 6.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $100K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$83K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.7M
Spent
$2.4M
To programs
100%
Net assets
$1.2M
By yearFY2020–FY2024
Revenue
$2.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.7M
FY2021$2.5M
FY2023$8.2M
FY2024$5.5M
FY2024$4.9M
Expenses
$2.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.4M
FY2021$2.2M
FY2023$2.9M
FY2024$3.7M
FY2024$6.0M
Net assets
$1.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$1.5M
FY2023$6.1M
FY2024$7.9M
FY2024$6.5M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2016.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $2.4M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $130K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$130,000Pt VII · Sec A
Board Member
not listedPt VII · Sec A
Vice Chair
not listedPt VII · Sec A
not listedPt VII · Sec A
Board Member
not listedPt VII · Sec A
Board Member
not listedPt VII · Sec A
Board Member
not listedPt VII · Sec A
Past Chair
not listedPt VII · Sec A

Wendy Poteat’s $403K as President & CEO is at the 98th percentile of top reported officer pay among 3395 $1–10M education 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 · 2 named individuals · Part VII

NameFY2024FY2024FY2023FY2021FY2020
Wendy Poteat$403,134$286,899$286,899$138,894$130,000
Amanda Rosemann$293,213$173,932$173,932——

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 15aYes

Programs and updates

Accelerates student potential through evidence-based programs from kindergarten to career.

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Provided by the organization

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1 program · $2.4M · in their own filed words · FY2020
01

Revenue received from local grants specifically directed to Say Yes Guilford annually. Say Yes distributes tuition assistance to local students for last dollar scholarships.

$2.4Mprogram 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 · FY2025
Total grants receivedfrom 1 funder$100K
Grants paid · 3 grants · $1.9M · 2022–2024
Unitemized GrantFY2024$508,841
Unitemized GrantFY2023$542,922
Unitemized GrantFY2022$817,329

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.7M
Ln 12
Gifts and grantsLn 1h$2.7M
Money outPt IX
$2.4M
Ln 25
Programscol B$2.4M
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$1.2M
LiabilitiesLn 26$83K
PeoplePt VI, VII
18
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.7M
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Total revenueLn 12$2.7M
Assets in detailPt X, end of year
CashLn 1$1.2M
Cash and savings togetherLn 1–2$1.2M
Total assetsLn 16$1.2M
LiabilitiesLn 26$83K
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 523
VolunteersI 6100
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
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$849K$1.2M
Total assetsLn 16$849K$1.2M
LiabilitiesLn 26$0$83K
Net assetsLn 32$849K$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$130K$130K
Pay of disqualified personsLn 6$0$0
Other salaries and wagesLn 7$275K$275K
Pension plan contributionsLn 8$8K$8K
Other employee benefitsLn 9$28K$28K
Payroll taxesLn 10$34K$34K
Management feesLn 11a$0$0
Legal feesLn 11b$0$0
Accounting feesLn 11c$5K$5K
Lobbying feesLn 11d$0$0
Investment management feesLn 11f$0$0
Other fees for servicesLn 11g$0$0
Advertising and promotionLn 12$25K$25K
Office expensesLn 13$5K$5K
Information technologyLn 14$16K$16K
RoyaltiesLn 15$0$0
OccupancyLn 16$0$0
TravelLn 17$940$940
Travel and entertainment for public officialsLn 18$0$0
Conferences, conventions and meetingsLn 19$3K$3K
InterestLn 20$3K$3K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$1.8M$1.8M
All other expensesLn 24e$100K$100K
Total functional expensesLn 25$2.4M$2.4M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $5.5M$3.7M$1.8M$7.9M 990 PDF
FY2023 $8.2M$2.9M$5.3M$6.1M 990 PDF
FY2022 Not on file
FY2021 $2.5M$2.2M$298K$1.5M 990 PDF
FY2020 Viewing $2.7M$2.4M$290K$1.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $2,684,908 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,064,981$2,684,908
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $1,064,981$2,684,908
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $335,747$474,491
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $322,190$1,920,522
I-18 Total expensesPrior year $657,937$2,395,013
I-19 Revenue less expensesPrior year $407,044$289,895
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,684,908 across 12 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$2,684,908
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$2,684,908
VIII-3 Investment incomeRelated to mission $0$0
VIII-5 RoyaltiesRelated to mission $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$2,684,908
Part IX · Statement of functional expenses $2,395,013 across 26 lines filed
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $130,000$130,000
IX-6 Pay of disqualified personsPrograms $0$0
IX-7 Other salaries and wagesPrograms $274,563$274,563
IX-8 Pension plan contributionsPrograms $8,086$8,086
IX-9 Other employee benefitsPrograms $27,952$27,952
IX-10 Payroll taxesPrograms $33,890$33,890
IX-11a Management feesPrograms $0$0
IX-11b Legal feesPrograms $0$0
IX-11c Accounting feesPrograms $5,370$5,370
IX-11d Lobbying feesPrograms $0$0
IX-11f Investment management feesPrograms $0$0
IX-11g Other fees for servicesPrograms $0$0
IX-12 Advertising and promotionPrograms $25,274$25,274
IX-13 Office expensesPrograms $5,418$5,418
IX-14 Information technologyPrograms $15,725$15,725
IX-15 RoyaltiesPrograms $0$0
IX-16 OccupancyPrograms $0$0
IX-17 TravelPrograms $940$940
IX-18 Travel and entertainment for public officialsPrograms $0$0
IX-19 Conferences, conventions and meetingsPrograms $2,905$2,905
IX-20 InterestPrograms $2,883$2,883
IX-23 InsurancePrograms $7,759$7,759
IX-24 Other expenses (24a–d)Programs $1,753,787$1,753,787
IX-24e All other expensesPrograms $100,461$100,461
IX-25 Total functional expensesPrograms $2,395,013 · Management $0 · Fundraising $0$2,395,013
Part X · Balance sheet $1,238,931 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $848,596$1,238,931
X-16 Total assetsStart of year $848,596$1,238,931
X-17 Accounts payable and accrued expensesStart of year $0$83,078
X-26 Total liabilitiesStart of year $0$83,078
X-27 Net assets without donor restrictionsStart of year $12,353$1,155,853
X-32 Total net assets or fund balancesStart of year $848,596$1,155,853
X-33 Total liabilities and net assetsStart of year $848,596$1,238,931
Part XI · Reconciliation of net assets $1,155,853 net assets at year end
XI-1 Total revenue$2,684,908
XI-2 Total expenses$2,395,013
XI-3 Revenue less expenses$289,895
XI-4 Net assets at start of year$848,596
XI-10 Net assets at end of year$1,155,853

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

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