SHIFT (EIN 473826546) - 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

TERESA PENBROOKE

Phone

2154352719

Tax Period

2021-01-01 to 2021-12-31

SHIFT, founded in 2015, is a micro nonprofit that reported $26K in total revenue in fiscal year 2021. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $42K exceeded revenue, resulting in a 61% operating deficit.

Mission

SHIFT IS A 501(C)3 NONPROFIT ORGANIZATION WHOSE MISSION IS TO STRENGTHEN THE COALITION OF INTEREST DEVOTED TO OUR PUBLIC LANDS BY INVESTING IN THE FUTURE OF THEIR CONSTITUENCIES. WE ACHIEVE THIS MISSION THROUGH TWO MAIN PROGRAMS. THE FIRST IS SHIFT (SHAPING HOW WE INVEST FOR TOMORROW), AN ANNUAL FESTIVAL, HELD EACH AUTUMN IN JACKSON HOLE. THE FESTIVAL EXPLORES ISSUES AT THE INTERSECTION OF CONSERVATION, OUTDOOR RECREATION, AND CULTURAL RELEVANCY. THE SECOND IS THE EMERGING LEADERS PROGRAM TRAINS A CULTURALLY DIVERSE GROUP OF YOUNG OUTDOOR RECREATIONALISTS TO LEAD THE CONSERVATION CONVERSATION.

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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 (2021)

Revenue Breakdown

Contributions & Grants $26,027

Program Service Revenue $0

Investment Income $92

Other Revenue $0

TOTAL REVENUE $26,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,949

Fundraising Expenses $0

Program Expenses $21,944

Other Expenses $11,169

TOTAL EXPENSES $42,118

Year-over-Year Comparison

	2021	2020	Change
Revenue	$26,119	$200,549	-0.9%
Expenses	$42,118	$224,495	-0.8%
Net Income	$-15,999	$-23,946	-0.3%

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

$8,000

Total Directors

$8,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS CARES	PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBBY LAYTON	TREASURER	5.00	Officer Director	$0	$0	$0
TERESA PENBROOKE	SECRETARY	5.00	Officer Director	$8,000	$0	$8,000
CHRIS NUNES	BOARD MEMBER	2.00	Director	$0	$0	$0
LORA POLOWCZUK	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA WOLFF	BOARD MEMBER	2.00	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
2021	$26,119	$42,118	No data	$-15,999
2020	$200,549	$224,495	$26,114	$-23,946
2019	$252,745	$313,058	$50,523	$-60,313
2018	$363,948	$331,893	$110,054	$32,055

SHIFT