SHIFT WHY (EIN 300883866) - 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

2015

Legal Domicile

Principal Officer

JOSEPH EHRMANN

Phone

4434471877

Tax Period

2020-04-01 to 2021-03-31

SHIFT WHY, founded in 2015, is a micro nonprofit that reported $11K in total revenue in fiscal year 2020. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $789K exceeded revenue, resulting in a 7275% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO TRANSFORM THE CURRENT "WIN-AT-ALL-COST" SPORTS CULTURE, WHERE THE VALUE IS TOO OFTEN DEFINED BY THE SCOREBOARD, TO A CULTURE THAT DEFINES AND PROMOTES SPORTS AS A HUMAN GROWTH EXPERIENCE THAT FOCUSES ON THE INTENTIONAL DEVELOPMENT OF THE EDUCATIONAL, SOCIAL, AND EMOTIONAL WELL-BEING OF EACH STUDENT-ATHLETE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,165

Investment Income $-18

Other Revenue $557

TOTAL REVENUE $10,704

Expense Breakdown

Grants Paid $353,072

Salaries & Benefits $114,485

Fundraising Expenses $0

Program Expenses $729,551

Other Expenses $321,833

TOTAL EXPENSES $789,390

Year-over-Year Comparison

	2020	2019	Change
Revenue	$10,704	$1,504,222	-1.0%
Expenses	$789,390	$1,386,140	-0.4%
Net Income	$-778,686	$118,082	-7.6%

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

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

$121,998

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK CULLOTA	PRESIDENT	1.00	Officer Director	$0	$0	$0
MAUREEN KILCULLEN	TREASURER	1.00	Officer Director	$0	$0	$0
KIMBERLY MIKLYA	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSEPH EHRMANN	EXECUTIVE DIRECTOR	35.00	Officer	$121,998	$0	$121,998

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
2021	$10,704	$789,390	No data	$-778,686
2020	$1,504,222	$1,386,140	$778,686	$118,082
2019	$1,282,136	$1,423,837	$658,268	$-141,701
2018	$1,328,819	$930,439	$802,102	$398,380

SHIFT WHY