SHIFT PROJECT LTD

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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

Caroline Rees

Phone

2124971176

Tax Period

2023-07-01 to 2024-06-30

SHIFT PROJECT LTD, founded in 2011, is a community nonprofit in the International Affairs sector that reported $3.3M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

At Shift, we have one purpose: to transform how business gets done in order to ensure respect for peoples lives and dignity. We believe that the best way to advance our mission is by working directly with Businesses to help shape their practices, culture and behavior and by working with Governments, Financial Institutions, civil society and other market actors to embed the right requirements and incentives into the frameworks within which business operates. Our work is based on the international standard of the UN Guiding Principles on Business and Human Rights.

Program Service Accomplishments

Program 1

Expenses: $1,254,841 Revenue: $1,515,919

BUSINESS ENGAGEMENT THROUGH THIS PROGRAM, SHIFT WORKS WITH LEADING GLOBAL COMPANIES AT BOTH STRATEGIC AND OPERATIONAL LEVELS, HELPING THEM BUILD THE VISION, SYSTEMS AND CAPACITY THEY NEED TO...

BUSINESS ENGAGEMENT THROUGH THIS PROGRAM, SHIFT WORKS WITH LEADING GLOBAL COMPANIES AT BOTH STRATEGIC AND OPERATIONAL LEVELS, HELPING THEM BUILD THE VISION, SYSTEMS AND CAPACITY THEY NEED TO IMPLEMENT THE UNGPS. WE ALSO WORK WITH INDUSTRY ASSOCIATIONS AND MULTISTAKEHOLDER INITIATIVES THAT SUPPORT IMPLEMENTATION OF THE UNGPS.

Program 2

Expenses: $1,047,366 Revenue: $1,175,119

Standards - Under this program, Shift advises intergovernmental organizations, reporting and other standard-setters, government ministries and regulatory agencies on how to integrate the UNGPs into...

Program 3

Expenses: $343,665 Revenue: $332,689

FINANCIAL INSTITUTIONS - THROUGH THIS PROGRAM, SHIFT WORKS WITH FINANCIAL INSTITUTIONS TO UNDERSTAND AND ADDRESS HUMAN RIGHTS CHALLENGES AND DEVELOP LEADING PRACTICES ALIGNED WITH THE UNGPS.

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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 $1,286,576

Program Service Revenue $1,966,851

Investment Income $68,155

Other Revenue $4,721

TOTAL REVENUE $3,326,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,481,598

Fundraising Expenses $41,192

Program Expenses $2,645,872

Other Expenses $783,849

TOTAL EXPENSES $3,275,947

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,326,303	$3,544,680	-0.1%
Expenses	$3,275,947	$3,110,302	+0.1%
Net Income	$50,356	$434,378	-0.9%

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

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

$578,686

Total Directors

$243,053

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caroline Rees	President & CEO	40.00	Officer Director	$216,941	$26,112	$243,053
Rachel Davis	Vice President	40.00	Officer	$158,423	$17,005	$175,428
Cynthia Burns	COO	40.00	Officer	$138,038	$22,167	$160,205
Mark Hodge	Vice President	40.00		$147,778	$7,318	$155,096
David Vermijs	Dir. Bus. Engmt	40.00		$131,696	$6,577	$138,273
Ashleigh Owens	Deputy Director	40.00		$130,756	$6,537	$137,293
Bob Dannhauser	Senior Advisor	40.00		$107,278	$20,629	$127,907
Jenny Holdcroft	Deputy Director	40.00		$112,353	$10,565	$122,918
Ruben Zandvliet	Deputy Director	40.00		$108,367	$5,417	$113,784
Vania Maria da Costa Borgerth	Trustee	1.00	Director	$0	$0	$0
Paul Druckman	Trustee	1.00	Director	$0	$0	$0
Prince Zeid Raad Al Hussein	Chair	1.00	Director	$0	$0	$0
Sharath Martin	Trustee	1.00	Director	$0	$0	$0
Ambet Yuson	Trustee	1.00	Director	$0	$0	$0
Susanne Stormer	Trustee	1.00	Director	$0	$0	$0
Erika George	Trustee	1.00	Director	$0	$0	$0
Alexandra Haas	Trustee	1.00	Director	$0	$0	$0
John Knox	Trustee	1.00	Director	$0	$0	$0
Maria Anne van Dijk	Trustee	1.00	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
2025	No data	No data	No data	No data
2024	$3,326,303	$3,275,947	$4,166,803	$50,356
2023	$3,544,680	$3,110,302	$3,609,684	$434,378
2022	$3,227,568	$2,596,667	$3,262,082	$630,901
2021	$2,795,315	$2,393,775	$2,860,645	$401,540
2020	$2,607,100	$2,425,212	$2,090,674	$181,888
2019	$2,716,219	$2,448,083	$1,763,514	$268,136
2018	$2,252,584	$1,996,218	$1,242,342	$256,366