Totals
- Total revenue
- $5,450,134
- Total expenses
- $3,673,053
- Contributions and grants received
- $5,353,155
- Grants paid
- $542,922
- Program service revenue
- $0
- Investment income
- $123,698
- Other revenue
- -$26,719
- Total assets, end of year
- $8,984,885
- Total liabilities, end of year
- $1,130,734
- Net assets or fund balances, end of year
- $7,854,151
- Program services expenses (Part IX)
- $3,005,713
- Management and general expenses
- $481,045
- Fundraising expenses
- $186,295
- Program service expenses (Part III)
- $3,005,713
Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$26,392
-
1f · All other contributions, gifts and grants
$5,326,763
-
3 · Investment income
total $90,823 · excluded $90,823
-
7a · Gross sales of assets other than inventory
securities $4,000,000
-
7b · Less cost or other basis and sales expenses
securities $3,967,125
-
7c · Gain or loss
securities $32,875
-
7d · Net gain or loss
total $32,875 · excluded $32,875
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$26,392
-
8b · Fundraising events: direct expenses
$26,719
-
8c · Net income from fundraising events
total -$26,719 · excluded -$26,719
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $542,922 · program services $542,922
-
5 · Compensation of officers, directors and key employees
total $323,206 · program services $242,404 · management and general $48,481 · fundraising $32,321
-
7 · Other salaries and wages
total $951,507 · program services $769,274 · management and general $65,358 · fundraising $116,875
-
8 · Pension plan contributions
total $14,610 · program services $11,599 · management and general $1,299 · fundraising $1,712
-
9 · Other employee benefits
total $92,682 · program services $73,924 · management and general $7,768 · fundraising $10,990
-
10 · Payroll taxes
total $90,247 · program services $71,649 · management and general $8,026 · fundraising $10,572
-
11b · Fees: legal
total $869 · management and general $869
-
11c · Fees: accounting
total $75,119 · management and general $75,119
-
11g · Fees: other
total $84,750 · program services $40,716 · management and general $39,342 · fundraising $4,692
-
12 · Advertising and promotion
total $144,660 · program services $124,532 · management and general $11,674 · fundraising $8,454
-
13 · Office expenses
total $181,374 · program services $128,994 · management and general $52,380
-
16 · Occupancy
total $116,023 · program services $41,589 · management and general $74,434
-
17 · Travel
total $115,223 · program services $94,065 · management and general $21,158
-
19 · Conferences, conventions and meetings
total $38,926 · program services $8,713 · management and general $30,213
-
20 · Interest
total $32,330 · management and general $32,330
-
22 · Depreciation, depletion and amortization
total $47,888 · program services $47,888
-
23 · Insurance
total $5,367 · program services $421 · management and general $4,946
-
24a · Other expenses: PROGRAM SUPPORT
total $692,035 · program services $692,035
-
24b · Other expenses: PROGRAM EVENTS
total $109,633 · program services $106,959 · management and general $2,674
-
24c · Other expenses: MISCELLANEOUS
total $9,435 · program services $5,639 · management and general $3,117 · fundraising $679
-
24d · Other expenses: LICENSES AND MEMBERSHIP
total $4,247 · program services $2,390 · management and general $1,857
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $33,172 · end of year $101,994
-
2 · Savings and temporary cash investments
beginning of year $3,269,708 · end of year $1,799,158
-
4 · Accounts receivable
beginning of year $2,750,000 · end of year $2,980,863
-
9 · Prepaid expenses and deferred charges
beginning of year $90,480 · end of year $78,550
-
10a · Land, buildings and equipment: cost or other basis
$254,068
-
10b · Land, buildings and equipment: accumulated depreciation
$80,282
-
10c · Land, buildings and equipment, net
beginning of year $145,240 · end of year $173,786
-
12 · Investments: other securities
end of year $3,074,067
-
15 · Other assets
beginning of year $470,915 · end of year $776,467
-
17 · Accounts payable and accrued expenses
beginning of year $116,198 · end of year $357,719
-
25 · Other liabilities
beginning of year $589,289 · end of year $773,015
-
27 · Net assets without donor restrictions
beginning of year $2,547,856 · end of year $4,853,335
-
28 · Net assets with donor restrictions
beginning of year $3,506,172 · end of year $3,000,816
Mission and programs · 2023
Mission
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.
-
REVENUE IS RECEIVED FROM LOCAL GRANTS SPECIFICALLY DIRECTED TO THE ORGANIZAITON. THE ORGANIZATION DISTRIBUTES TUITION ASSISTANCE TO LOCAL STUDENTS FOR LAST DOLLAR SCHOLARSHIPS.
Expenses $3,005,713 · Grants $542,922
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bobby LongBOBBY LONG
BOARD CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Louise BradyLOUISE BRADY
BOARD CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Steve RussellSTEVE RUSSELL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Lauren MitchellLAUREN MITCHELL
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Chartarra JoynerCHARTARRA JOYNER
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Courtney BenfieldCOURTNEY BENFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julia BurgeJULIA BURGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Trey DavisTREY DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jakki DavisJAKKI DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John EnglarJOHN ENGLAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael HalfordMICHAEL HALFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cyril JeffersonCYRIL JEFFERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason JonesJASON JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael JonesMICHAEL JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jaymi LaguardiaJAYMI LAGUARDIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul LessardPAUL LESSARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alice MooreALICE MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Whitney OakleyDR WHITNEY OAKLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Kimberly SteinkeDR KIMBERLY STEINKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Walker SandersWALKER SANDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dawn SpencerDAWN SPENCER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wendy PoteatWENDY POTEAT
PRESIDENT & CEO
- Total calculated
- $300,935
- From this org
- $286,899
- From related orgs
- $0
- Other
- $14,036
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $286,899
- Bonus
- $0
- Other
- $0
- Deferred
- $3,653
- Nontaxable benefits
- $10,383
- Filer's total
- $300,935
-
Amanda RosemannAMANDA ROSEMANN
CHIEF IMPACT OFFICER
- Total calculated
- $184,521
- From this org
- $173,932
- From related orgs
- $0
- Other
- $10,589
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $173,932
- Bonus
- $0
- Other
- $0
- Deferred
- $2,993
- Nontaxable benefits
- $7,596
- Filer's total
- $184,521
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541339349302919
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