SHIFT

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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.

Program Service Accomplishments

Program 1

Expenses: $3,033

SHIFT (SHAPING HOW WE INVEST FOR TOMORROW) IS AN ANNUAL FESTIVAL HELD EACH AUTUMN IN JACKSON HOLE. THE FESTIVAL EXPLORES ISSUES AT THE INTERSECTION OF CONSERVATION, OUTDOOR RECREATION, AND CULTURAL DIVERSITY. THE 2021 SHIFT FESTIVAL WAS OUTSOURCED TO GREEN PLAY LLC AND GP RED, TWO PARTNER NONPROFITS THAT VOLUNTEERED TO PUT ON THE CONFERENCE. SHIFT PROVIDED ADMINISTRATIVE SUPPORT.

Program 2

Expenses: $18,911

THE EMERGING LEADERS PROGRAM TRAINS A DIVERSE GROUP OF OUTDOOR RECREATIONALISTS TO HELP REVITALIZE CONSERVATION BY MAKING IT RELEVANT TO ALL AMERICANS. PARTICIPANTS RECEIVE THREE DAYS OF TRAINING IN ADVANCE OF THE SHIFT FESTIVAL, THEN LEAD THE PROCEEDINGS AS PANELISTS, MODERATORS, AND KEYNOTE SPEAKERS. THE 2021 EMERGING LEADERS PROGRAM WAS OUTSOURCED TO GREEN PLAY LLC AND GP RED, TWO PARTNER NONPROFITS THAT VOLUNTEERED TO PUT ON THE PROGRAM. SHIFT PROVIDED ADMINISTRATIVE SUPPORT.

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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