Shift NC FY2020 filing

IRS exemption revoked

Durham, NCUnknown exempt organization EIN 56-1493369Revenue $3.1M in FY2020

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.

77¢ of each $1 spent went to programs.
$301K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$301K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
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
158% of total assets
Concern: liabilities are 158% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.1M
-5% vs prior year
Spent
$3.4M
To programs
77%
Net assets
−$343K
By yearFY2019–FY2021
Revenue
$3.1M
FY2020▼ -5%
Tap a bar for its year
Revenue by fiscal year
FY2019$3.2M
FY2020$3.1M
FY2021$2.8M
Expenses
$3.4M
FY2020▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2019$3.7M
FY2020$3.4M
FY2021$2.9M
Net assets
−$343K
FY2020▼ -696%
Tap a bar for its year
Net assets by fiscal year
FY2019$58K
FY2020−$343K
FY2021−$470K

From the FY2020 Form 990 (year ending June 2020) · 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 FY2020 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

77 cents of each dollar spent went to programs.

Program services 77% · $2.6M Management & general 23% · $773K Fundraising 2% · $65K

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

28 people listed on the 990; $301K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$97,480Pt VII · Sec A
$97,480Pt VII · Sec A
$52,833Pt VII · Sec A
$52,833Pt VII · Sec A
Director
$0Pt VII · Sec A
Board Intern
$0Pt VII · Sec A
Board Chair Until May 2020
$0Pt VII · Sec A
Vice Chair Until May 2020
$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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4 programs · $3.2M · in their own filed words · FY2019
01

North carolina youth connected (ncyc) was 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.

$805Kprogram expense
02

North carolina youth connected (ncyc) was 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.

$805Kprogram expense
03

Every teen counts (etc) is an initiative to build organizational and programmatic capacities of the NC foster care and juvenile justice systems to implement ebps with youth. Over the course of year, etc strengthened the capacity of 15 local departments of social service agencies and juvenile justice partners resulting in staff providing…

$771Kprogram expense
04

Every teen counts (etc) is an initiative to build organizational and programmatic capacities of the NC foster care and juvenile justice systems to implement ebps with youth. Over the course of year, etc strengthened the capacity of 15 local departments of social service agencies and juvenile justice partners resulting in staff providing…

$771Kprogram 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 FY2020 990, line by line.

1The main four
Money inPt VIII
$3.1M
Ln 12
Gifts and grantsLn 1h$3.1M
Fees for servicesLn 2g$35K
Money outPt IX
$3.4M
Ln 25
Programscol B$2.6M
Managementcol C$773K
Fundraisingcol D$65K
Owns and owesPt X
−$343K
net assets · Ln 32
Cash and savingsLn 1–2$496K
Total assetsLn 16$754K
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
28
listed · VII A
PaidVII A4
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.1M
Government grantsLn 1e$2.8M
Fees for servicesLn 2g$35K
Total revenueLn 12$3.1M
Assets in detailPt X, end of year
Cash and savings togetherLn 1–2$496K
Total assetsLn 16$754K
LiabilitiesLn 26$1.2M
Net assetsLn 32−$343K
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 Viewing $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 O · Explanations
See the full FY2020 990 (1 part)
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
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) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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