SHIFT DESIGN INC (EIN 300718529) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

CHRIS PANOS

Phone

5047082610

Tax Period

2023-01-01 to 2023-12-31

SHIFT DESIGN INC, founded in 2011, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $554K, a strong 27% operating margin.

Mission

SHIFT DESIGN INC. SUPPORTS AND DESIGNS COMMUNITY-DRIVEN INITIATIVES TO BOOST SOCIAL, CULTURAL, AND RESOURCE EQUITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,935,874

Program Service Revenue $58,715

Investment Income $25,524

Other Revenue $0

TOTAL REVENUE $2,020,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,350,270

Fundraising Expenses $0

Program Expenses $1,457,113

Other Expenses $116,130

TOTAL EXPENSES $1,466,400

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,020,113	$1,112,443	+0.8%
Expenses	$1,466,400	$987,661	+0.5%
Net Income	$553,713	$124,782	+3.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONIQUE DAVIS	PRESIDENT	N/A	Officer Director	$0	$0	$0
CHRIS PANOS	SEC. AND TRE	N/A	Director	$0	$0	$0
DAVID LUBENSKY	BOARD MEMBER	N/A	Director	$0	$0	$0
NICK STANHOPE	BOARD MEMBER	N/A	Director	$0	$0	$0
ABIGAIL PHILLIPS	BOARD MEMBER	N/A	Director	$0	$0	$0
HEATHER BORNFELD	BOARD MEMBER	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$2,020,113	$1,466,400	$1,288,101	$553,713
2022	$1,112,443	$987,661	$755,945	$124,782
2021	$1,104,658	$622,665	$610,264	$481,993
2020	$327,867	$413,035	$192,772	$-85,168
2019	$483,393	$493,104	$215,895	$-9,711
2018	$477,269	$495,262	$231,664	$-17,993

SHIFT DESIGN INC