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Nonprofiteer
← SHIFT WORK FORWARD INC

Form 990 for tax year 2024

Filed by SHIFT WORK FORWARD INC.

Totals

Total revenue
$1,738,348
Total expenses
$2,037,806
Contributions and grants received
$1,550,000
Grants paid
$675,000
Program service revenue
$1,000
Investment income
$187,348
Other revenue
$0
Total assets, end of year
$17,416,132
Total liabilities, end of year
$1,640,902
Net assets or fund balances, end of year
$15,775,230
Program services expenses (Part IX)
$1,846,683
Management and general expenses
$191,123
Fundraising expenses
$0
Program service expenses (Part III)
$1,846,683

Program services were 90.6% 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.

  • 1f · All other contributions, gifts and grants

    $1,550,000

  • 2a · Program service revenue: HONORARIUM

    total $1,000 · related or exempt $1,000

  • 3 · Investment income

    total $187,348 · excluded $187,348

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $675,000 · program services $675,000

  • 5 · Compensation of officers, directors and key employees

    total $157,762 · program services $107,294 · management and general $50,468

  • 7 · Other salaries and wages

    total $458,252 · program services $405,858 · management and general $52,394

  • 8 · Pension plan contributions

    total $70,741 · program services $13,466 · management and general $57,275

  • 9 · Other employee benefits

    total $83,220 · program services $70,757 · management and general $12,463

  • 10 · Payroll taxes

    total $51,666 · program services $33,143 · management and general $18,523

  • 11c · Fees: accounting

    total $37,500 · program services $37,500

  • 11g · Fees: other

    total $330,390 · program services $330,390

  • 13 · Office expenses

    total $5,278 · program services $5,278

  • 14 · Information technology

    total $16,201 · program services $16,201

  • 16 · Occupancy

    total $46,558 · program services $46,558

  • 17 · Travel

    total $34,245 · program services $34,245

  • 19 · Conferences, conventions and meetings

    total $37,113 · program services $37,113

  • 22 · Depreciation, depletion and amortization

    total $450 · program services $450

  • 23 · Insurance

    total $1,413 · program services $1,413

  • 24a · Other expenses: PROF. DEVELOPMENT

    total $25,660 · program services $25,660

  • 24b · Other expenses: PAYROLL SERVICE FEES

    total $3,770 · program services $3,770

  • 24c · Other expenses: STAFF APPRECIATION

    total $1,615 · program services $1,615

  • 24d · Other expenses: FURNITURE AND EQUIPMENT

    total $480 · program services $480

  • 24e · All other expenses

    total $492 · program services $492

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $75,164 · end of year $416,879

  • 2 · Savings and temporary cash investments

    beginning of year $10,536,026 · end of year $9,805,502

  • 3 · Pledges and grants receivable

    beginning of year $2,940,596 · end of year $3,061,006

  • 4 · Accounts receivable

    beginning of year $22,325 · end of year $4,862

  • 9 · Prepaid expenses and deferred charges

    beginning of year $97,243 · end of year $57,651

  • 10a · Land, buildings and equipment: cost or other basis

    $21,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,550

  • 10c · Land, buildings and equipment, net

    beginning of year $12,900 · end of year $12,450

  • 11 · Investments: publicly traded securities

    beginning of year $3,034,135 · end of year $3,031,642

  • 15 · Other assets

    beginning of year $1,054,035 · end of year $1,026,140

  • 17 · Accounts payable and accrued expenses

    beginning of year $393,904 · end of year $438,577

  • 25 · Other liabilities

    beginning of year $1,233,870 · end of year $1,202,325

  • 27 · Net assets without donor restrictions

    beginning of year $8,769,569 · end of year $8,400,149

  • 28 · Net assets with donor restrictions

    beginning of year $7,375,081 · end of year $7,375,081

Mission and programs · 2024

Mission

WE COLLABORATE WITH WORKERS, EMPLOYERS, AND COMMUNITIES TO ADVANCE A SKILLED WORKFORCE, PROMOTE GOOD JOBS, AND INVEST IN EQUITABLE OUTCOMES.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • ACTIVATE EMPLOYERS TO MAKE JOBS BETTER:WE TAKE A DEMAND-DRIVEN APPROACH TO WORKFORCE DEVELOPMENT, BECAUSE EMPLOYERS ARE CRITICAL PARTNERS IN COMMUNITY DEVELOPMENT AND IN ACHIEVING OUR MISSION. BUT CONNECTING PEOPLE TO EMPLOYMENT IS NOT ENOUGH--WORKERS THRIVE IN GOOD JOBS AT AN ORGANIZATION WHERE THEY ARE VALUED. INVESTING IN FRONTLINE WORKERS IMPROVES RECRUITMENT AND RETENTION AND CREATES COMPETITIVE ADVANTAGE. WE ACTIVATE EMPLOYERS TO MAKE JOBS BETTER BECAUSE GOOD JOBS GENERATE BENEFITS FOR INDIVIDUALS AND THEIR FAMILIES, BUSINESSES, AND COMMUNITIES.

    Expenses $670,613 · Grants $400,000 · Revenue $333

  • EQUIP WORKERS FOR SUCCESS:WORKERS SUCCEED IN A WELL-DESIGNED JOB AT AN ORGANIZATION WHERE THEY ARE VALUED. FROM TRAINING, UPSKILLING, AND APPRENTICESHIP TO WORKER ENGAGEMENT, SATISFACTION, AND WELL-BEING, WE PROMOTE THE FULL RANGE OF SKILLS DEVELOPMENT AND SUPPORTS THAT ENABLE WORKERS TO THRIVE. WE RECOGNIZE THE HUMANITY OF WORKERS AND ADVANCE PRACTICES AND WORKPLACE CULTURES THAT ALLOW WORKERS TO SHOW UP AS THEIR FULL SELVES.

    Expenses $620,004 · Grants $75,000 · Revenue $334

  • CHANGE SYSTEMS:SOLVING WORKFORCE PROBLEMS REQUIRES SEEING THE WHOLE PICTURE, IN ALL OF ITS COMPLEXITY. IT MEANS MAKING CONNECTIONS AMONG ORGANIZATIONS, POLICIES, AND MINDSETS. SYSTEMS THINKING HELPS IDENTIFY THE RIGHT THING TO WORK ON--TO ADDRESS WHAT IS PREVENTING A PROBLEM FROM BEING SOLVED. SYSTEMS CHANGE STRATEGIES GO BEYOND SYMPTOMS AND SEEK TO TREAT CAUSES, EXAMINING THE UNDERLYING CONDITIONS OF POWER AND RELATIONSHIPS THAT ARE DRIVING EVENTS. SUCH STRATEGIES CAN BE A CRITICAL STEP TO HELP COMMUNITIES SYSTEMATICALLY ADDRESS RACIAL DISPARITIES.

    Expenses $556,066 · Grants $200,000 · Revenue $333

As filed on the 2024 return.

Listed in Part VII

  • Alejandro Mendoza

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Earl Buford

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Ivye Allen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bethia Burke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kristin Driscoll

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paula Gilberto

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andrea Glispie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Gritton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Seung Kim

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Whitney Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Amanda Cage

    PRESIDENT & CEO

    Total calculated
    $416,191
    From this org
    $391,278
    From related orgs
    $0
    Other
    $24,913
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $391,278
    Bonus
    $0
    Other
    $0
    Deferred
    $21,619
    Nontaxable benefits
    $3,294
    Filer's total
    $416,191

  • Mary O'Neill

    SECRETARY & CAO

    Total calculated
    $264,609
    From this org
    $212,296
    From related orgs
    $0
    Other
    $52,313
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,296
    Bonus
    $0
    Other
    $0
    Deferred
    $11,666
    Nontaxable benefits
    $40,647
    Filer's total
    $264,609

  • Michelle Rafferty

    CHIEF PROGRAM OFFICER

    Total calculated
    $258,870
    From this org
    $211,024
    From related orgs
    $0
    Other
    $47,846
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,024
    Bonus
    $0
    Other
    $0
    Deferred
    $11,590
    Nontaxable benefits
    $36,256
    Filer's total
    $258,870

  • Hollie Marston

    DIRECTOR, SYSTEMS CHANGE

    Total calculated
    $183,424
    From this org
    $140,119
    From related orgs
    $0
    Other
    $43,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,119
    Bonus
    $0
    Other
    $0
    Deferred
    $7,662
    Nontaxable benefits
    $35,643
    Filer's total
    $183,424

  • Thomas Strong

    DIRECTOR, EMPLOYER ACTIVATION

    Total calculated
    $173,581
    From this org
    $139,999
    From related orgs
    $0
    Other
    $33,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,999
    Bonus
    $0
    Other
    $0
    Deferred
    $7,662
    Nontaxable benefits
    $25,920
    Filer's total
    $173,581

  • Michelle Wilson

    DIRECTOR, EVALUATION & LEARNING

    Total calculated
    $173,140
    From this org
    $152,216
    From related orgs
    $0
    Other
    $20,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,216
    Bonus
    $0
    Other
    $0
    Deferred
    $8,344
    Nontaxable benefits
    $12,580
    Filer's total
    $173,140

  • Ricardo Henriquez

    NETWORK DIRECTOR

    Total calculated
    $161,589
    From this org
    $139,999
    From related orgs
    $0
    Other
    $21,590
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,999
    Bonus
    $0
    Other
    $0
    Deferred
    $7,662
    Nontaxable benefits
    $13,928
    Filer's total
    $161,589

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 · Form 990 of other organizations
  • 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

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202523189349304962

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