Shift Nc EIN 56-1493369

Shift Nc FY2019 filing

EIN  56-1493369 Unknown exempt organization Durham, NC
Form 990 (PDF)
You’re viewing the FY2019 filing — not the latest on file. See the latest (FY2021) →
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Verified accurate 8/31/26 · see original filing: IRS
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Size
$1–10M
What they do
Improves adolescent and young adult sexual health across North Carolina.
Leadership
Traci Baird · CEO Thr: 9/18 · $136K
Money in and out
$3.2M revenue, $3.7M expenses
Bottom line
-14% surplus margin

Improves adolescent and young adult sexual health across North Carolina. For fiscal year 2019 it reported $3.2M in revenue, $3.7M in expenses, and $58K in net assets.Pt I

Reported financial activity · FY2019
Total revenue
$3.2M
Pt VIII · Ln 12
Total expenses
$3.7M
Pt IX · Ln 25
Net assets
$58K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$469K
Where spending went · Part IX cols B–D
Program services $0.82 Management & general $0.23 Fundraising $0.01
Surplus margin
-14%
revenue over expenses, this year
Program spending
75%
of expenses reach programs

Summary of the Filing

Part I · fiscal year 2019 · Form 990
Revenue
$3.2M
FY2019
Expenses
$3.7M
FY2019
Total assets
$792K
FY2019
Total liabilities
$816K
FY2019
Total revenue
$3.2M
Pt VIII · Ln 12
Total expenses
$3.7M
Pt IX · Ln 25
Net assets
$58K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$469K
Total assetsPt X · Ln 16$792K
Program-expense ratioPt IX · col B82%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411
Mission & Programs · Part III

Where the work happens

4 program services account for $3.0M of program spending, described in the organization's 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

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CShift Nc
EINHdr · item D56-1493369
Principal addressHdr · item CDurham, NC
WebsiteHdr · item Jwww.shiftnc.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MNC
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFpending

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
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 (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.

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Statement of Revenue

Part VIII
Contributions & grants$3.1M · 94%
Program service revenue$102K · 3%
Other revenue$86K · 3%
Contributions & grants94%$3.1M
Program service revenue3%$102K
Other revenue3%$86K
— government grantsLn 1e$2.6M
Total revenueLn 12$3.2M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.82 Management & general $0.23 Fundraising $0.01
Program services82%$3.0M
Management & general23%$870K
Fundraising1%$49K
Total functional expensesLn 25$3.7M

Balance Sheet

Part X · end of year
CashLn 1$275K
Total assetsLn 16$792K
Total liabilitiesLn 26$816K
Total net assetsLn 32$58K
Months of cash on handcomputed0.9

Financial Metrics

Form 990 · FY2019 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $275K · Operating expenses/yr $3.7M
0.9 months
Where the money goes
Program services
Program services $2.8M · Total expenses $3.7M
75%
Management & General
Management & general $870K · Total expenses $3.7M
24%
Fundraising
Fundraising $49K · Total expenses $3.7M
1%
Cost to raise $1
Fundraising expense $49K · Solicited contributions $502K
$0.10 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $3.1M · Total revenue $3.2M
94%
Government reliance
Government grants $2.6M · Total revenue $3.2M
79%
Earned-income share
Program service revenue $102K · Total revenue $3.2M
3%
Investment reliance
Investment income $-275 · Total revenue $3.2M
0%
Program self-sufficiency
Program service revenue $102K · Total expenses $3.7M
3%
Growth & trend
Revenue growth (YoY)
This year $3.2M · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $58K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $3.2M · Expenses $3.7M
-14%
Liabilities-to-Assets
Total liabilities — · Total assets $792K
Net-asset ratio
Net assets $58K · Total assets $792K
7%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $792K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Traci Baird · Reported title CEO THR: 9/18 · Highest reported compensation $136K · Total expenses $3.7M
4%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $2.0M · Total expenses $3.7M
54%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 82%
Overhead ratio 23%
Fundraising cost ratio 2%
Legal fee ratio 0%
Accounting fee ratio 1%

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 · 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 →

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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
FY2021 (Latest)$2.8M revenue · ⤓ 990 PDF
FY2020$3.1M revenue · ⤓ 990 PDF
FY2019$3.2M revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2019IRS
Classification, formation year, addressIRS Business Master File
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