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Nonprofiteer
← SHIFT WORK FORWARD INC

Form 990 for tax year 2022

Filed by SHIFT WORK FORWARD INC.

Totals

Total revenue
$14,012,649
Total expenses
$4,299,702
Contributions and grants received
$13,861,471
Grants paid
$714,186
Program service revenue
$81,447
Investment income
$68,181
Other revenue
$1,550
Total assets, end of year
$17,067,115
Total liabilities, end of year
$1,485,221
Net assets or fund balances, end of year
$15,581,894
Program services expenses (Part IX)
$3,579,456
Management and general expenses
$581,341
Fundraising expenses
$138,905
Program service expenses (Part III)
$3,579,456

Program services were 83.2% 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

    $13,861,471

  • 2a · Program service revenue: CONTRACTED SERVICES

    total $58,800 · related or exempt $58,800

  • 2b · Program service revenue: HONORARIUM

    total $22,647 · related or exempt $22,647

  • 3 · Investment income

    total $68,181 · excluded $68,181

  • 11a · Other revenue: MISCELLANEOUS

    total $1,550 · excluded $1,550

  • 11e · Other revenue, total

    $1,550

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $714,186 · program services $714,186

  • 5 · Compensation of officers, directors and key employees

    total $363,135 · program services $206,046 · management and general $115,263 · fundraising $41,826

  • 7 · Other salaries and wages

    total $1,492,750 · program services $1,307,331 · management and general $140,351 · fundraising $45,068

  • 8 · Pension plan contributions

    total $45,245 · program services $39,752 · management and general $4,142 · fundraising $1,351

  • 9 · Other employee benefits

    total $270,239 · program services $226,814 · management and general $31,331 · fundraising $12,094

  • 10 · Payroll taxes

    total $138,989 · program services $114,301 · management and general $18,351 · fundraising $6,337

  • 11b · Fees: legal

    total $322 · management and general $322

  • 11c · Fees: accounting

    total $163,785 · management and general $163,785

  • 11g · Fees: other

    total $414,893 · program services $407,369 · management and general $5,825 · fundraising $1,699

  • 12 · Advertising and promotion

    total $1,375 · program services $1,176 · management and general $165 · fundraising $34

  • 13 · Office expenses

    total $15,566 · program services $12,010 · management and general $2,427 · fundraising $1,129

  • 14 · Information technology

    total $65,204 · program services $49,595 · management and general $10,358 · fundraising $5,251

  • 16 · Occupancy

    total $183,155 · program services $140,175 · management and general $29,440 · fundraising $13,540

  • 17 · Travel

    total $168,839 · program services $160,461 · management and general $7,129 · fundraising $1,249

  • 19 · Conferences, conventions and meetings

    total $199,893 · program services $183,018 · management and general $9,257 · fundraising $7,618

  • 22 · Depreciation, depletion and amortization

    total $1,800 · program services $1,378 · management and general $289 · fundraising $133

  • 23 · Insurance

    total $2,821 · program services $2,153 · management and general $454 · fundraising $214

  • 24a · Other expenses: PAYROLL SERVICE FEES

    total $38,646 · management and general $38,646

  • 24b · Other expenses: PROFESSIONAL FEES

    total $6,003 · program services $4,576 · management and general $1,039 · fundraising $388

  • 24c · Other expenses: LICENSES & FEES

    total $3,282 · program services $2,185 · management and general $598 · fundraising $499

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $2,436 · program services $1,963 · management and general $366 · fundraising $107

  • 24e · All other expenses

    total $7,138 · program services $4,967 · management and general $1,803 · fundraising $368

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,526,904 · end of year $392,917

  • 2 · Savings and temporary cash investments

    beginning of year $2,037,091 · end of year $12,155,272

  • 3 · Pledges and grants receivable

    beginning of year $3,023,529 · end of year $3,250,000

  • 4 · Accounts receivable

    beginning of year $6,301 · end of year $15,398

  • 9 · Prepaid expenses and deferred charges

    beginning of year $72,764 · end of year $77,353

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

    $21,000

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

    $6,300

  • 10c · Land, buildings and equipment, net

    beginning of year $16,500 · end of year $14,700

  • 15 · Other assets

    beginning of year $1,262,745 · end of year $1,161,475

  • 17 · Accounts payable and accrued expenses

    beginning of year $617,642 · end of year $133,265

  • 25 · Other liabilities

    beginning of year $1,459,245 · end of year $1,351,956

  • 27 · Net assets without donor restrictions

    beginning of year $575,799 · end of year $8,544,599

  • 28 · Net assets with donor restrictions

    beginning of year $5,293,148 · end of year $7,037,295

Mission and programs · 2022

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.

  • 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 $1,549,717 · Grants $600,000 · Revenue $27,149

  • 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 $1,189,744 · Grants $114,186 · Revenue $27,149

  • 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 $839,995 · Revenue $27,149

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • AMANDA CAGE

    CEO & PRESIDENT

    Total calculated
    $228,103
    From this org
    $218,445
    From related orgs
    $0
    Other
    $9,658
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,445
    Bonus
    $3,000
    Other
    $0
    Deferred
    $3,186
    Nontaxable benefits
    $6,472
    Filer's total
    $228,103

  • MICHELLE RAFFERTY

    CHIEF PROGRAM OFFICER

    Total calculated
    $187,337
    From this org
    $163,240
    From related orgs
    $0
    Other
    $24,097
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,740
    Bonus
    $2,500
    Other
    $0
    Deferred
    $4,908
    Nontaxable benefits
    $19,189
    Filer's total
    $187,337

  • ELICIA WILSON THRU 1022

    COO & SECRETARY

    Total calculated
    $142,635
    From this org
    $130,025
    From related orgs
    $0
    Other
    $12,610
    Hours/week
    40

  • MICHELLE WILSON

    DIRECTOR, EVALUATION & LEARNING

    Total calculated
    $140,465
    From this org
    $127,046
    From related orgs
    $0
    Other
    $13,419
    Hours/week
    40

  • HOLLIE MARSTON

    NETWORK DIRECTOR

    Total calculated
    $157,416
    From this org
    $124,152
    From related orgs
    $0
    Other
    $33,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,652
    Bonus
    $2,500
    Other
    $0
    Deferred
    $3,747
    Nontaxable benefits
    $29,517
    Filer's total
    $157,416

  • TOM STRONG

    DIRECTOR, EMPLOYER ACTIVATION

    Total calculated
    $150,267
    From this org
    $124,117
    From related orgs
    $0
    Other
    $26,150
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,617
    Bonus
    $2,500
    Other
    $0
    Deferred
    $3,760
    Nontaxable benefits
    $22,390
    Filer's total
    $150,267

  • RICARDO HENRIQUEZ

    DIRECTOR, SYSTEMS CHANGE

    Total calculated
    $130,082
    From this org
    $121,327
    From related orgs
    $0
    Other
    $8,755
    Hours/week
    40

  • MARY R O'NEILL BEG 32023

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $0
    Hours/week
    40

  • WHITNEY SMITH

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • PETER STRANGE

    CHAIRMAN EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • EARL BUFORD

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • IVYE ALLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SEUNG KIM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAULA GILBERTO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL GRITTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALEJANDRO MENDOZA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOANNE POKASKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANDREA GLISPIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE FOLLOWING EMPLOYEES LISTED IN PART VII OF THE 990 RECEIVED BONUSES: - AMANDA CAGE $3,000 - MICHELLE RAFFERTY $2,500 - MICHELLE WILSON $2,500 - HOLLIE MARSTON $2,500 - TOM STRONG $2,500 - RICARDO HENRIQUEZ $2,500

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202421369349302127

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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