SHIFT ATL INC

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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

2019

Legal Domicile

Principal Officer

JESSICA SHIELS

Phone

7123042651

Tax Period

2023-01-01 to 2023-12-31

SHIFT ATL INC, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $331K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $239K, a strong 72% operating margin.

Mission

TO REVITALIZE ATLANTIC IOWA THROUGH PROJECTS, SERVICES, AND PROGRAMS THAT WILL ENHANCE THE COMMUNITY AND FOSTER A SENSE OF DEVELOPMENT AND GROWTH.

Program Service Accomplishments

Program 1

Expenses: $25,000 Revenue: $0

SHIFT ATL BUYS HAS ASSISTED IN ANOTHER NONPROFIT "VISION ATLANTIC" WHOSE VISION AND MISSION IS DIRECTLY RELATED TO THAT OF SHIFT ATL.

Program 2

Expenses: $42,876 Revenue: $31,293

SHIFT ATL HAS PURCHASED A BUILDING IN DOWNTOWN ATLANTIC IOWA TO RESTORE AND TO BE USED FOR A CONFERENCE BUILDING AND A AIR BNB. ALL OF THE EXPENSES HAVE BEEN CAPITALIZED.

Program 3

Expenses: $22,258 Revenue: $30,487

SHIFT ATL HAS PURCHASED THE RIGHTS TO THE SUNNYSIDE PUTT PUTT FACILITY TO KEEP THE SERVICE OF THE FACILITY OPEN TO THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $305,876

Program Service Revenue $0

Investment Income $271

Other Revenue $25,098

TOTAL REVENUE $331,245

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $14,993

Fundraising Expenses $0

Program Expenses $90,134

Other Expenses $52,013

TOTAL EXPENSES $92,006

Year-over-Year Comparison

	2023	2022	Change
Revenue	$331,245	$296,104	+0.1%
Expenses	$92,006	$79,723	+0.2%
Net Income	$239,239	$216,381	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSIE SHIELS	TREASURER	1.00	Officer	$0	$0	$0
MACKENZIE BANDOW	PRESIDENT	1.00	Officer	$0	$0	$0
EMILY KENNEDY	SECRETARY	1.00	Officer	$0	$0	$0

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
2024	No data	No data	No data	No data
2023	$331,245	$92,006	$919,132	$239,239
2022	$296,104	$79,723	$589,456	$216,381
2021	$300,171	$51,003	$403,623	$249,168