SHIFT EVENTS (EIN 850930923) - 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

2021

Legal Domicile

Principal Officer

JENNIFER BARBOUR

Phone

3035034616

Tax Period

2024-01-01 to 2024-12-31

SHIFT EVENTS, founded in 2021, is a community nonprofit in the Recreation & Sports sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 8% surplus.

Mission

SHIFT EVENTS MISSION IS TO PRODUCE EXCEPTIONAL EXPERIENCES THAT POSITIVELY IMPACT THE COMMUNITIES WE SERVE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $24,786

Program Service Revenue $1,877,979

Investment Income $23,807

Other Revenue $0

TOTAL REVENUE $1,926,572

Expense Breakdown

Grants Paid $235,775

Salaries & Benefits $332,416

Fundraising Expenses $8,272

Program Expenses $1,669,371

Other Expenses $1,210,595

TOTAL EXPENSES $1,778,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,926,572	$1,522,561	+0.3%
Expenses	$1,778,786	$1,618,493	+0.1%
Net Income	$147,786	$-95,932	-2.5%

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

535

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

$147,067

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER BARBOUR	EXECUTIVE DIRECTOR	40.00	Officer	$130,000	$17,067	$147,067
TARA DUNN	CHAIR	4.00	Officer Director	$0	$0	$0
VALERIE SOUTHGATE	VICE CHAIR	4.00	Officer Director	$0	$0	$0
CAMPBELL LEVY	SECRETARY	4.00	Officer Director	$0	$0	$0
NATHALIE BROCHU	TREASURER	4.00	Officer Director	$0	$0	$0
ELLEN WAKEMAN	DIRECTOR	2.00	Director	$0	$0	$0
MARIA HARVEY	DIRECTOR	2.00	Director	$0	$0	$0
JIM WIDRIG	DIRECTOR	2.00	Director	$0	$0	$0
MARTY SCHAFER	DIRECTOR	2.00	Director	$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	$1,926,572	$1,778,786	$565,845	$147,786
2023	$1,522,561	$1,618,493	$416,605	$-95,932
2022	$1,694,339	$1,667,693	$469,463	$26,646
2021	$1,836,318	$1,445,387	$430,306	$390,931
2020	No data	No data	No data	No data

SHIFT EVENTS