COLLECTIVE SHIFT (EIN 474026785) - 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

CONNIE YOWELL

Phone

6036652687

Tax Period

2018-01-01 to 2018-12-31

COLLECTIVE SHIFT, founded in 2015, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2018. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $5.1M exceeded revenue, resulting in a 54% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO REDESIGN SOCIAL SYSTEMS FOR THE CONNECTED AGE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $2,704,527

Program Service Revenue $584,750

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,289,277

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,922,499

Fundraising Expenses $82,738

Program Expenses $4,298,998

Other Expenses $3,142,890

TOTAL EXPENSES $5,065,389

Year-over-Year Comparison

	2018	2017	Change
Revenue	$3,289,277	$9,940,158	-0.7%
Expenses	$5,065,389	$7,352,001	-0.3%
Net Income	$-1,776,112	$2,588,157	-1.7%

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

$369,838

Total Directors

$234,838

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA MINTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
CONNIE YOWELL	PRESIDENT	40.00	Officer Director	$210,000	$24,838	$234,838
JESSICA LINDL RESIGNED 93018	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PALFREY RESIGNED 93018	BOARD CHAIR	1.00	Director	$0	$0	$0
MARIA KUMAR RESIGNED 0418	DIRECTOR	1.00	Director	$0	$0	$0
STEVE EVANS	BOARD CHAIR	1.00	Director	$0	$0	$0
HENRY GASKINS RESIGNED 93018	DIRECTOR	1.00	Director	$0	$0	$0
GRANETTA BLEVINS	TREASURER	40.00	Officer	$135,000	$0	$135,000
LARRY FRAZE	EMPLOYEE	40.00	Highest	$123,750	$33,970	$157,720
SETH CORRIGAN	EMPLOYEE	40.00	Highest	$105,000	$9,980	$114,980
MEGAN MADEL	EMPLOYEE	40.00	Highest	$110,250	$13,915	$124,165

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
2018	$3,289,277	$5,065,389	No data	$-1,776,112

COLLECTIVE SHIFT