Shift NC

IRS exemption revoked

Durham, NCUnknown exempt organization EIN 56-1493369Revenue $2.8M in FY2021

On file with the IRSshiftnc.org3710 University Drive No 310 · Durham, NC

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Leading north carolina to improve adolescent and young adult sexual health.

68¢ of each $1 spent went to programs.
Run by 12 volunteers and 30 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
Concern: the IRS revoked its tax exemption.
IRS Auto-Revocation List
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
0 of 3
filings with a surplus
Average deficit $282K a year · 9% of revenue · last 3 filings
Concern: a surplus in 0 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$205K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $68K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
161% of total assets
Concern: liabilities are 161% of assets; over 80%.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
-9% vs prior year
Spent
$2.9M
To programs
68%
Net assets
−$470K
By yearFY2019–FY2021
Revenue
$2.8M
FY2021▼ -9%
Tap a bar for its year
Revenue by fiscal year
FY2019$3.2M
FY2020$3.1M
FY2021$2.8M
Expenses
$2.9M
FY2021▼ -16%
Tap a bar for its year
Expenses by fiscal year
FY2019$3.7M
FY2020$3.4M
FY2021$2.9M
Net assets
−$470K
FY2021▼ -37%
Tap a bar for its year
Net assets by fiscal year
FY2019$58K
FY2020−$343K
FY2021−$470K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

990 PDF Claim
IRS revoked this organization's tax-exempt status on November 15, 2024

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2021.

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

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $1.9M Management & general 31% · $887K Fundraising 1% · $26K

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

15 people listed on the 990; $205K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$106,316Pt VII · Sec A
$98,302Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2021FY2020FY2019
Traci Baird——$136,364
Sally Swanson——$106,458
Dana Mangum$106,316$97,480—
Subramanian Subu Chittur Srinivasan$98,302$52,833—
Deborah Engelbrecht——$82,931
Bethann James——$40,800

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.

See Shift NC executive salaries →

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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

Improves adolescent and young adult sexual health across North Carolina.

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Provided by the organization

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3 programs · $1.7M · in their own filed words · FY2020
01

Alamance youth connected (ayc) is a community-wide initiative in alamance county that engages the community, schools, parents, healthcare providers, and young people in a collaborative, systems-change approach to help integrate proven strategies to create optimal health, including scaling up evidence-based programs and linking youth to…

$1.1Mprogram expense
02

Temporary assistance for needy families (tanf) is an initiative to build organizational and programmatic capacities of the NC foster care and juvenile justice systems to implement evidence based programs (ebp) with youth.

$443Kprogram expense
03

Teen Pregnancy Prevention Initiatives (tppi)

Through this funding shift NC provided information, education, resources, consultation, and training to professionals and stakeholders working to reduce teen pregnancy in the state, serving 160 professionals through in-person and online trainings and webinars.

$227Kprogram 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 · FY2022
Total grants receivedfrom 2 funders$68K
Grants paid · 86 grants · $2.9M · 2018–2020
Elon UniversityNC · FY2020$49,046
Positive AttitudeNC · FY2020$35,000
Alamance Dream Center INCNC · FY2020$35,000
The Salvation ArmyGA · FY2020$23,113
Duke UniversityNC · FY2020$16,532
Durham County Dept of Public HealthFY2020$13,750
City of Greensboro Parks and RecreationFY2020$8,480
Burlington PediatricsFY2020$7,000
North Carolina A&t State UniversityFY2020$6,200
Cumberland County Health DepartmentFY2019$76,303
Wake County Human Services 4hFY2019$54,476
Wake County Human Services 4hFY2019$54,476
Cumberland County Health DepartmentFY2019$51,078
See all 86 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Gifts and grantsLn 1h$2.8M
Fees for servicesLn 2g$33K
Investment incomeLn 3$1K
Money outPt IX
$2.9M
Ln 25
Programscol B$1.9M
Managementcol C$887K
Fundraisingcol D$26K
Owns and owesPt X
−$470K
net assets · Ln 32
Cash and savingsLn 1–2$70K
Total assetsLn 16$766K
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
15
listed · VII A
PaidVII A2
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.8M
Government grantsLn 1e$2.5M
Fees for servicesLn 2g$33K
Investment incomeLn 3$1K
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$43K
SavingsLn 2$27K
Cash and savings togetherLn 1–2$70K
Land, buildings, equipmentLn 10c$30K
Other assetsLn 15$8K
Total assetsLn 16$766K
LiabilitiesLn 26$1.2M
Net assetsLn 32−$470K
OperationsPt I, VI
EmployeesI 530
VolunteersI 612
Fiscal year endsHeaderJune
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 FY21End FY21
Cash and savingsLn 1–2$496K$70K
Land, buildings, equipmentLn 10c$35K$30K
Total assetsLn 16$754K$766K
LiabilitiesLn 26$1.1M$1.2M
Net assetsLn 32−$343K−$470K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$256K$256K
Pay of current officers, directors and key staffLn 5$208K$154K$51K$3K
Other salaries and wagesLn 7$1.3M$976K$297K$17K
Pension plan contributionsLn 8$34K$23K$11K$393
Other employee benefitsLn 9$241K$162K$76K$3K
Payroll taxesLn 10$118K$80K$37K$1K
Legal feesLn 11b$10K$10K
Lobbying feesLn 11d$36K$36K
Other fees for servicesLn 11g$270K$78K$192K
Advertising and promotionLn 12$20K$17K$2K$112
Office expensesLn 13$18K$11K$7K
Information technologyLn 14$5K$634$4K$231
OccupancyLn 16$173K$26K$147K
TravelLn 17$3K$2K$44
Depreciation, depletion and amortizationLn 22$16K$16K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$137K$105K$31K$1K
All other expensesLn 24e$15K$15K$54
Total functional expensesLn 25$2.9M$1.9M$887K$26K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest Viewing $2.8M$2.9M−$53K−$470K 990 PDF
FY2020 $3.1M$3.4M−$324K−$343K 990 PDF
FY2019 $3.2M$3.7M−$469K$58K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $2,799,867 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,038,457$2,765,995
I-9 Program service revenuePrior year $39,881$32,556
I-10 Investment incomePrior year $1,138$1,316
I-11 Other revenuePrior year $2,998$0
I-12 Total revenuePrior year $3,082,474$2,799,867
I-13 Grants and similar amounts paidPrior year $617,833$256,061
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,958,912$1,891,342
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $829,553$705,464
I-18 Total expensesPrior year $3,406,298$2,852,867
I-19 Revenue less expensesPrior year −$323,824−$53,000
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $2,799,867 across 6 lines filed
VIII-1e Government grants$2,459,184
VIII-1f All other contributions, gifts and grants$306,811
VIII-1h Total contributions, gifts and grants$2,765,995
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $32,556$32,556
VIII-3 Investment incomeExcluded from tax $1,316$1,316
VIII-12 Total revenueRelated to mission $32,556 · Unrelated business $0 · Excluded from tax $1,316$2,799,867
Part IX · Statement of functional expenses $2,852,867 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $256,061$256,061
IX-5 Pay of current officers, directors and key staffPrograms $154,029 · Management $51,236 · Fundraising $2,650$207,915
IX-7 Other salaries and wagesPrograms $975,784 · Management $297,331 · Fundraising $16,778$1,289,893
IX-8 Pension plan contributionsPrograms $22,801 · Management $10,727 · Fundraising $393$33,921
IX-9 Other employee benefitsPrograms $162,090 · Management $76,259 · Fundraising $2,796$241,145
IX-10 Payroll taxesPrograms $79,630 · Management $37,464 · Fundraising $1,374$118,468
IX-11b Legal feesManagement $10,338$10,338
IX-11d Lobbying feesPrograms $36,252$36,252
IX-11g Other fees for servicesPrograms $77,505 · Management $192,005$269,510
IX-12 Advertising and promotionPrograms $17,102 · Management $2,289 · Fundraising $112$19,503
IX-13 Office expensesPrograms $10,652 · Management $7,059$17,711
IX-14 Information technologyPrograms $634 · Management $4,452 · Fundraising $231$5,317
IX-16 OccupancyPrograms $25,755 · Management $147,294$173,049
IX-17 TravelPrograms $2,466 · Management $44$2,510
IX-22 Depreciation, depletion and amortizationManagement $16,102$16,102
IX-23 InsuranceManagement $3,043$3,043
IX-24 Other expenses (24a–d)Programs $104,582 · Management $30,855 · Fundraising $1,231$136,668
IX-24e All other expensesPrograms $15,407 · Management $54$15,461
IX-25 Total functional expensesPrograms $1,940,750 · Management $886,552 · Fundraising $25,565$2,852,867
Part X · Balance sheet $765,748 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $141,086$43,181
X-2 Savings and temporary cash investmentsStart of year $354,640$27,288
X-3 Pledges and grants receivableStart of year $99,293$141,308
X-4 Accounts receivableStart of year $84,884$478,429
X-9 Prepaid expenses and deferred chargesStart of year $31,498$38,307
X-10c Land, buildings and equipment, netStart of year $35,380$29,733
X-15 Other assetsStart of year $7,502$7,502
X-16 Total assetsStart of year $754,283$765,748
X-17 Accounts payable and accrued expensesStart of year $225,539$242,577
X-24 Unsecured notes and loans payableStart of year $321,400$149,900
X-25 Other liabilitiesStart of year $550,385$843,311
X-26 Total liabilitiesStart of year $1,097,324$1,235,788
X-27 Net assets without donor restrictionsStart of year −$523,669−$646,684
X-28 Net assets with donor restrictionsStart of year $180,628$176,644
X-32 Total net assets or fund balancesStart of year −$343,041−$470,040
X-33 Total liabilities and net assetsStart of year $754,283$765,748
Part XI · Reconciliation of net assets −$470,040 net assets at year end
XI-1 Total revenue$2,799,867
XI-2 Total expenses$2,852,867
XI-3 Revenue less expenses−$53,000
XI-4 Net assets at start of year−$343,041
XI-9 Other changes in net assets−$74,000
XI-10 Net assets at end of year−$470,040

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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