SHIFT NC (EIN 561493369) - 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

1985

Legal Domicile

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

LEADING NORTH CAROLINA TO IMPROVE ADOLESCENT AND YOUNG ADULT SEXUAL HEALTH.

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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 (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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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

$246,404

Total Directors

Key Employees

Highest Compensated

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

SHIFT NC