SHIFT EDUCATION

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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

WENDY POTEAT

Phone

3368142233

Tax Period

2022-07-01 to 2023-06-30

SHIFT EDUCATION, founded in 2015, is a community nonprofit in the Education sector that reported $8.2M in total revenue in fiscal year 2022. Revenue surged 1064% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 64% operating margin.

Mission

SHIFT_ED IS COMMITTED TO BOLDLY ACCELERATING STUDENT POTENTIAL. BY CREATING DIVERSE EDUCATIONAL AND WORKFORCE PATHWAYS, SHIFT_ED WILL TRANSFORM COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $2,346,570 Revenue: $327,799

REVENUE IS RECEIVED FROM LOCAL GRANTS SPECIFICALLY DIRECTED TO THE ORGANIZAITON. THE ORGANIZATION DISTRIBUTES TUITION ASSISTANCE TO LOCAL STUDENTS FOR LAST DOLLAR SCHOLARSHIPS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $7,887,703

Program Service Revenue $327,799

Investment Income $10,845

Other Revenue $-18,049

TOTAL REVENUE $8,208,298

Expense Breakdown

Grants Paid $817,329

Salaries & Benefits $1,070,124

Fundraising Expenses $198,750

Program Expenses $2,346,570

Other Expenses $1,056,439

TOTAL EXPENSES $2,943,892

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,208,298	$705,031	+10.6%
Expenses	$2,943,892	$1,369,693	+1.1%
Net Income	$5,264,406	$-664,662	-8.9%

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

$298,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE MOORE	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
LARRY CZARDA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MILDRED O POOLE	SECRETARY	2.00	Officer Director	$0	$0	$0
CHARTARRA JOYNER	TREASURER	2.00	Officer Director	$0	$0	$0
LOUISE BRADY	DIRECTOR	1.00	Director	$0	$0	$0
TREY DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JAKKI DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
ALAN DUNCAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ENGLAR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HALFORD	DIRECTOR	1.00	Director	$0	$0	$0
CYRIL JEFFERSON	DIRECTOR	1.00	Director	$0	$0	$0
JASON JONES	DIRECTOR	1.00	Director	$0	$0	$0
WILLIE KEA	DIRECTOR	1.00	Director	$0	$0	$0
CATHY KNOWLES	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM LANEY	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LESSARD	DIRECTOR	1.00	Director	$0	$0	$0
BOBBY LONG	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
MINDY OAKLEY	DIRECTOR	1.00	Director	$0	$0	$0
DR WHITNEY OAKLEY	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT POMPEY JR	DIRECTOR	1.00	Director	$0	$0	$0
DOMINICK ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
WALKER SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
PENNY SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
DAWN SPENCER	DIRECTOR	1.00	Director	$0	$0	$0
WENDY POTEAT	PRESIDENT & CEO	40.00	Officer	$286,899	$11,249	$298,148
AMANDA ROSEMANN	CHIEF IMPACT OFFICER	40.00	Highest	$173,932	$10,589	$184,521

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	No data	No data	No data	No data
2023	$8,208,298	$2,943,892	$6,759,515	$5,264,406
2022	$705,031	$1,369,693	$860,878	$-664,662
2021	$2,547,055	$2,248,624	$1,453,178	$298,431
2020	$2,684,908	$2,395,013	$1,238,931	$289,895
2019	$1,064,981	$657,937	$848,596	$407,044
2018	$1,346,378	$1,356,439	$53,772	$-10,061