Shift NC FY2019 filing

IRS exemption revoked

Durham, NCUnknown exempt organization EIN 56-1493369Revenue $3.2M in FY2019

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.

82¢ of each $1 spent went to programs.
$733K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2019 · 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
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$733K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
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
$816K
103% of total assets
Concern: liabilities are 103% of assets; over 80%.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.2M
Spent
$3.7M
To programs
82%
Net assets
$58K
By yearFY2019–FY2021
Revenue
$3.2M
FY2019
Tap a bar for its year
Revenue by fiscal year
FY2019$3.2M
FY2020$3.1M
FY2021$2.8M
Expenses
$3.7M
FY2019
Tap a bar for its year
Expenses by fiscal year
FY2019$3.7M
FY2020$3.4M
FY2021$2.9M
Net assets
$58K
FY2019
Tap a bar for its year
Net assets by fiscal year
FY2019$58K
FY2020−$343K
FY2021−$470K

From the FY2019 Form 990 (year ending June 2019) · figures checked against the IRS filing · see the original

990 PDF Claim
IRS revoked this organization's tax-exempt status on November 15, 2024
You’re viewing the FY2019 filing — not the latest on file. See the latest (FY2021) →

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

82 cents of each dollar spent went to programs.

Program services 82% · $3.0M Management & general 23% · $870K Fundraising 1% · $49K

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

34 people listed on the 990; $733K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2018); the FY2019 filing did not itemize Part VII
CEO Thr: 9/18
$136,364Pt VII · Sec A
CEO Thr: 9/18
$136,364Pt VII · Sec A
Chief Program Officer
$106,458Pt VII · Sec A
Chief Program Officer
$106,458Pt VII · Sec A
CFO 7/1/18-4/4/19
$82,931Pt VII · Sec A
CFO 7/1/18-4/4/19
$82,931Pt VII · Sec A
Interim CEO, Fr: 11/18-2/19
$40,800Pt VII · Sec A
Interim CEO, Fr: 11/18-2/19
$40,800Pt 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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4 programs · $3.0M · in their own filed words · FY2018
01

North carolina youth connected (ncyc) is a community-wide initiative in cumberland and wayne counties that scaled up evidence-based programs and linked youth to sexual and reproductive healthcare services in both communities.

$847Kprogram expense
02

North carolina youth connected (ncyc) is a community-wide initiative in cumberland and wayne counties that scaled up evidence-based programs and linked youth to sexual and reproductive healthcare services in both communities.

$772Kprogram expense
03

All together now (atn), is an initiative to provide training, technical assistance, and coaching to help publicly funded health centers in durham, NC adopt best practices in teen healthcare and improve accessibility, quality, and youth-centered sexual and reproductive healthcare services.

$706Kprogram expense
04

All together now (atn), is an initiative to provide training, technical assistance, and coaching to help publicly funded health centers in durham, NC adopt best practices in teen healthcare and improve accessibility, quality, and youth-centered sexual and reproductive healthcare services.

$697Kprogram 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 FY2019 990, line by line.

1The main four
Money inPt VIII
$3.2M
Ln 12
Gifts and grantsLn 1h$3.1M
Fees for servicesLn 2g$102K
Other incomeLn 4–11$86K
Money outPt IX
$3.7M
Ln 25
Programscol B$3.0M
Managementcol C$870K
Fundraisingcol D$49K
Owns and owesPt X
$58K
net assets · Ln 32
Cash and savingsLn 1–2$275K
Total assetsLn 16$792K
LiabilitiesLn 26$816K
PeoplePt VI, VII
34
listed · VII A
PaidVII A8
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.1M
Government grantsLn 1e$2.6M
Fees for servicesLn 2g$102K
Other incomeLn 4–11$86K
Total revenueLn 12$3.2M
Assets in detailPt X, end of year
Cash and savings togetherLn 1–2$275K
Total assetsLn 16$792K
LiabilitiesLn 26$816K
Net assetsLn 32$58K
OperationsPt I, VI
EmployeesI 530
VolunteersI 612
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest $2.8M$2.9M−$53K−$470K 990 PDF
FY2020 $3.1M$3.4M−$324K−$343K 990 PDF
FY2019 Viewing $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 O · Explanations
See the full FY2019 990 (1 part)
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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

Form 990 e-file (XML) FY2019 from the IRS · Classification, formation year and address from the IRS Business Master File

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