SHIFT NC

EIN: 561493369 501(c)(3)

DURHAM, NC

Total Revenue
$2,799,867
Total Expenses
$2,852,867
Total Assets
$765,748
Net Assets
$-470,040
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
NC
Principal Officer
KIA THACKER
Phone
9192661220
Tax Period
2020-07-01 to 2021-06-30

SHIFT NC, founded in 1985, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2020. Revenue decreased 9% compared to the prior year.

Mission

SEXUAL HEALTH MATTERS. WE WORK TO EMPOWER NORTH CAROLINIANS SO THAT EVERY ADOLESCENT GROWS UP IN A STATE THAT IS EQUIPPED TO SUPPORT THEIR SEXUAL HEALTH. INVESTING IN YOUNG PEOPLE'S SEXUAL HEALTH BENEFITS THEM, OUR STATE, AND OUR COMMUNITIES NOW AND IN THE FUTURE. WE ACCOMPLISH THIS THROUGH EVIDENCE-BASED PROGRAMMING, TRAINING, AND STATEWIDE POLICY WORK.

Program Service Accomplishments

Program 1
Expenses: $1,071,232

ALAMANCE YOUTH CONNECTED (AYC) IS A COMMUNITY-WIDE INITIATIVE IN ALAMANCE COUNTY THAT ENGAGES THE COMMUNITY, SCHOOLS, PARENTS, HEALTHCARE PROVIDERS, AND YOUNG PEOPLE IN A COLLABORATIVE...

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ALAMANCE YOUTH CONNECTED (AYC) IS A COMMUNITY-WIDE INITIATIVE IN ALAMANCE COUNTY THAT ENGAGES THE COMMUNITY, SCHOOLS, PARENTS, HEALTHCARE PROVIDERS, AND YOUNG PEOPLE IN A COLLABORATIVE, SYSTEMS-CHANGE APPROACH TO HELP INTEGRATE PROVEN STRATEGIES TO CREATE OPTIMAL HEALTH, INCLUDING SCALING UP EVIDENCE-BASED PROGRAMS AND LINKING YOUTH TO SEXUAL AND REPRODUCTIVE HEALTHCARE AND SUPPORTIVE SERVICES IN THE COMMUNITY. PROJECT STAFF PROVIDED 35 HOURS OF CAPACITY-BUILDING TRAININGS TO SIX PARTNERS TO EQUIP THEM FOR IMPLEMENTATION. AYC'S EVIDENCE-BASED PROGRAM IMPLEMENTATION PARTNERS REACHED 73 YOUNG PEOPLE AND RETAINED 35 YOUNG PEOPLE (OR 48% OF YOUTH REACHED) WITH MAKING PROUD CHOICES: FOR YOUTH IN OUT-OF-HOME CARE (MPC+). AYC'S IMPLEMENTATION PARTNERS HAVE ALSO LINKED YOUTH PARTICIPANTS TO THE FOLLOWING SUPPORTIVE SERVICES: 1 REFERRAL TO REPRODUCTIVE HEALTH CARE SERVICES, 2 REFERRAL TO EDUCATIONAL SERVICES, 3 REFERRAL TO VOCATIONAL OR WORKFORCE DEVELOPMENT PROGRAMS. FIFTY-SEVEN YOUNG PEOPLE ALSO RECEIVED KNOWLEDGE TO ACTION: LINKING TEENS TO HEALTH SERVICES, A SUPPLEMENTAL LESSON AIMED AT HELPING TEENS ACCESS HEALTH SERVICES IN THE COMMUNITY.

Program 2
Expenses: $443,095

TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF) IS AN INITIATIVE TO BUILD ORGANIZATIONAL AND PROGRAMMATIC CAPACITIES OF THE NC FOSTER CARE AND JUVENILE JUSTICE SYSTEMS TO IMPLEMENT EVIDENCE BASED...

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TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF) IS AN INITIATIVE TO BUILD ORGANIZATIONAL AND PROGRAMMATIC CAPACITIES OF THE NC FOSTER CARE AND JUVENILE JUSTICE SYSTEMS TO IMPLEMENT EVIDENCE BASED PROGRAMS (EBP) WITH YOUTH. OVER THE COURSE OF A YEAR, TANF STRENGTHENED THE CAPACITY OF 7 LOCAL DEPARTMENTS OF SOCIAL SERVICE AGENCIES AND JUVENILE JUSTICE PARTNERS RESULTING IN STAFF PROVIDING OVER 75 HOURS OF VIRTUAL TRAINING AND TECHNICAL ASSISTANCE TO 33 SYSTEM PROFESSIONALS IMPLEMENTING AN EBP VIRTUALLY AND IN-PERSON WITH APPROXIMATELY 79 FOSTER CARE YOUTH THROUGHOUT THE NORTHEASTERN, EASTERN AND CENTRAL REGIONS OF THE STATE.

Program 3
Expenses: $226,738

TEEN PREGNANCY PREVENTION INITIATIVES (TPPI): THROUGH THIS FUNDING SHIFT NC PROVIDED INFORMATION, EDUCATION, RESOURCES, CONSULTATION, AND TRAINING TO PROFESSIONALS AND STAKEHOLDERS WORKING TO REDUCE...

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TEEN PREGNANCY PREVENTION INITIATIVES (TPPI): THROUGH THIS FUNDING SHIFT NC PROVIDED INFORMATION, EDUCATION, RESOURCES, CONSULTATION, AND TRAINING TO PROFESSIONALS AND STAKEHOLDERS WORKING TO REDUCE TEEN PREGNANCY IN THE STATE, SERVING 160 PROFESSIONALS THROUGH IN-PERSON AND ONLINE TRAININGS AND WEBINARS. WE DEVELOPED A DRAFT RESOURCE ON EFFECTIVE COMMUNITY ADVISORY COUNCILS (CACS) FOR TPPI-FUNDED INITIATIVES, SURVEYING THEM AND INCORPORATING THEIR FEEDBACK ON THE FINAL DOCUMENT. WE ALSO: PROVIDED TECHNICAL ASSISTANCE TO 18 AGENCIES AND/OR INDIVIDUALS, DISTRIBUTED OUR MONTHLY DIGITAL NEWSLETTER TO AN AVERAGE OF 2,500 PEOPLE, AND CONTINUED OUR DEVELOPMENT OF A YOUTH ADVISORY COUNCIL (YAC). YAC ACTIVITIES INCLUDED HIRING A YOUTH ENGAGEMENT SPECIALIST, WHO: CREATED A RECRUITMENT PLAN, IDENTIFIED CURRICULUM RESOURCES, CREATED A TIMELINE FOR THE YEAR, AND DEVELOPED FORMS FOR THE SMOOTH RUNNING OF THE YAC (PARTICIPANT EXPECTATIONS/AGREEMENT/PARENTAL CONSENT FORM, CONFIDENTIALITY FORM, CODE OF CONDUCT, EMERGENCY CONTACT, ETC.); AND DEVELOPED A POST-YAC EVALUATION AND ASSESSMENT TO EVALUATE PROGRESS OF COUNCIL AND KNOWLEDGE GAINED. RECRUITMENT AND INTERVIEWS OF CANDIDATES YIELDED SEVEN YAC MEMBERS, WHO PARTICIPATED IN FIVE YAC MEETINGS, FIVE WORKSHOPS ON SEXUAL HEALTH TOPICS, TWO GRANT WRITING SUBCOMMITTEE MEETINGS TO AID SHIFT NC STAFF IN DEVELOPING A GRANT PROPOSAL, ONE KEYNOTE PRESENTATION AT SHIFT NC'S ANNUAL CONFERENCE IN MAY 2021, AND ONE FEEDBACK SESSION ON SHIFT NC'S TEEN-FOCUSED WEBSITE.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $2,765,995
Program Service Revenue $32,556
Investment Income $1,316
Other Revenue $0
TOTAL REVENUE $2,799,867

Expense Breakdown

Grants Paid $256,061
Salaries & Benefits $1,891,342
Fundraising Expenses $25,565
Program Expenses $1,940,750
Other Expenses $705,464
TOTAL EXPENSES $2,852,867

Year-over-Year Comparison

2020 2019 Change
Revenue $2,799,867 $3,082,474 -0.1%
Expenses $2,852,867 $3,406,298 -0.2%
Net Income $-53,000 $-323,824 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
30
Volunteers
13

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
6
$246,404
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRANDY B DAWSON MA QMHP DIRECTOR 1.00
Director
$0 $0 $0
ALEESE FOSNIGHT MSPAS PA-C CSC CS DIRECTOR 1.00
Director
$0 $0 $0
CATHY LEE MD DIRECTOR 1.00
Director
$0 $0 $0
JAMIE WILLIAMS DIRECTOR 1.00
Director
$0 $0 $0
DEIDRE LEWIS DIRECTOR 1.00
Director
$0 $0 $0
JEN MAROVICH DIRECTOR 1.00
Director
$0 $0 $0
JALEEL KUTEH DIRECTOR 1.00
Director
$0 $0 $0
LESLIE DILL DIRECTOR 1.00
Director
$0 $0 $0
LIZA RODLER BOARD INTERN 1.00
Director
$0 $0 $0
JOSEPH GLLEE PHD MPH CHAIR 1.00
Officer Director
$0 $0 $0
ASHLEY L FELTON JD SECRETARY 1.00
Officer Director
$0 $0 $0
VANCE BRANTLEY MBA VICE CHAIR 1.00
Officer Director
$0 $0 $0
GINA REYNOLDS TREASURER 1.00
Officer Director
$0 $0 $0
DANA MANGUM CEO 40.00
Officer
$106,316 $23,163 $129,479
SUBRAMANIAN SUBU CHITTUR SRINIVASAN CFO UNTIL DECEMBER 40.00
Officer
$98,302 $18,623 $116,925
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 $2,799,867 $2,852,867 $765,748 $-53,000
2020 $3,134,601 $3,412,092 $891,420 $-277,491
2020 $3,082,474 $3,406,298 $754,283 $-323,824
2019 $3,249,464 $3,718,600 $792,415 $-469,136
2019 $3,167,208 $3,683,295 $796,856 $-516,087
2018 $3,584,797 $3,629,183 $952,284 $-44,386
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