Civic Intelligence

Shift Design Inc.

990 • Fiscal year 2021 • EIN 30-0718529

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 05, 2022

3121 Dauphine StreetNew Orleans, LA 70117

(504) 708-2610

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

83rd percentile

44%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$218,649

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

97th percentile

217%

Faster asset growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

237%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$610,264

Up $417,492 (+217%) from 2020

Net Assets

Up

$608,821

Up $481,993 (+380%) from 2020

Liabilities

Down

$1,443

Down $64,501 (-98%) from 2020

Revenue

Up

$1,104,658

Up $776,791 (+237%) from 2020

Expenses

Up

$622,665

Up $209,630 (+51%) from 2020

Net Income

Up

$481,993

Up $567,161 (+666%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2015: $48,093Liabilities 2015: $13,165Net Assets 2015: $34,9282015Assets 2016: $216,050Liabilities 2016: $2,125Net Assets 2016: $213,9252016Assets 2017: $250,788Liabilities 2017: $11,088Net Assets 2017: $239,7002017Assets 2018: $231,664Liabilities 2018: $9,957Net Assets 2018: $221,7072018Assets 2019: $215,895Liabilities 2019: $3,899Net Assets 2019: $211,9962019Assets 2020: $192,772Liabilities 2020: $65,944Net Assets 2020: $126,8282020Assets 2021: $610,264Liabilities 2021: $1,443Net Assets 2021: $608,8212021Assets 2022: $755,945Liabilities 2022: $22,342Net Assets 2022: $733,6032022Assets 2023: $1,288,101Liabilities 2023: $785Net Assets 2023: $1,287,3162023Assets 2024: $1,738,623Liabilities 2024: $0Net Assets 2024: $1,738,6232024

Highlighted filing

2021

Assets$610,264
Liabilities$1,443
Net Assets$608,821

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $226,385Expenses 2015: $229,571Net Income 2015: -$3,1862015Revenue 2016: $570,989Expenses 2016: $391,992Net Income 2016: $178,9972016Revenue 2017: $468,394Expenses 2017: $442,619Net Income 2017: $25,7752017Revenue 2018: $477,269Expenses 2018: $495,262Net Income 2018: -$17,9932018Revenue 2019: $483,393Expenses 2019: $493,104Net Income 2019: -$9,7112019Revenue 2020: $327,867Expenses 2020: $413,035Net Income 2020: -$85,1682020Revenue 2021: $1,104,658Expenses 2021: $622,665Net Income 2021: $481,9932021Revenue 2022: $1,112,443Expenses 2022: $987,661Net Income 2022: $124,7822022Revenue 2023: $2,020,113Expenses 2023: $1,466,400Net Income 2023: $553,7132023Revenue 2024: $1,644,060Expenses 2024: $1,192,753Net Income 2024: $451,3072024

Highlighted filing

2021

Revenue$1,104,658
Expenses$622,665
Net Income$481,993
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 5, 2022
Return Version
2021v4.0
Gross Receipts
$1,104,658
Mission and Program Overview

Mission

Shift design inc. Develops products, tools & engagement strategies to promote

Shift design inc. Supports and designs community-driven initiatives to boost social, cultural, and resource equity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$72,772$567,021▲ $494,249
Accounts Receivable$120,000$43,243▼ $76,757
Total Assets$192,772$610,264▲ $417,492
Liabilities
Grants Payable$63,702--
Other Liabilities$2,242--
Accounts Payable and Accrued Expenses-$1,443-
Total Liabilities$65,944$1,443▼ $64,501
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$126,828$608,821▲ $481,993
Total Net Assets Fund Balance$126,828$608,821▲ $481,993
Total Liabilities and Net Assets / Fund Balance$192,772$610,264▲ $417,492
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Bergis JulesEmployee$218,649$218,649$218,649
Jon VossEx-officio$129,461$129,461$129,461
Lynette JohnsonEmployee$102,456$102,456$102,456

Board Members and Trustees

NameTitle
Monique DavisPresident
Abigail PhillipsBoard Member
David LubenskyBoard Member
Heather BornfeldBoard Member
Nick StanhopeBoard Member
Chris PanosSec. and Tre

Highest Paid Contractors

ContractorServicesLocationCompensation
Second Space Archives ConsultingConsulting-$155,067
Jumpslide NetworksConsulting-$108,228
Revenue and Support

Revenue Composition

Contributions and Grants
$1,093,885
Program Service Revenue
$10,743
Investment Income
$30
Other Revenue
$0
All Other Contributions
$928,731
Change in Net Assets
$481,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$420,544
Other Expenses$202,121
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$414,973$712-$415,685
Payroll Taxes$4,859--$4,859
Fees for Services Accounting-$4,311-$4,311
Office Expenses-$1,606-$1,606
Conferences and Meetings$1,492--$1,492
Fees for Services Legal$1,280$84-$1,364
All Other Expenses-$143-$143
Other Expenses$126$10-$136
Total Functional Expenses$615,642$7,023$0$622,665
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Board treasurer reviews form 990 on behalf of the organization.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request

Filing and Contact Details

Filer

Filer Name
Shift Design Inc
EIN
30-0718529
Phone
5047082610
Address
3121 DAUPHINE STREET, NEW ORLEANS, LA 70117

Signing Officer

Name
Chris Panos
Title
Sec. and Treasurer
Phone
5047082610
Signed
2022-10-05

Organization Details

Principal Officer
Chris Panos
Formed
2011
Legal Domicile
La
Voting Board Members
6
Independent Board Members
6
Employees
3

Preparer

Firm
Morgan & Associates Pc Cpas
Address
1787 GRAND RIDGE CT NE STE 200, GRAND RAPIDS, MI 49525-7042
Preparer
William T Morgan CPA
Phone
6167766457
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Leading design workshops with james madison university libraries and the internationally renowned black poetry center, furious flower, to develop and disseminate a new model for integrated library and educational technologies support of a living, academic center for the arts with digital archives, research and performance components. We're proud to be a partner in archiving the black web, a national forum funded by the institute for museum and library services (imls). The april 29-30 event will focus on strategies for collecting and preserving black history and culture online as well as developing a community of practice for black cultural memory organizations and practitioners interested in web archiving. Thanks to the support of an neh cares grant and the new mexico humanities council, we're able to continue to provide strategic and technical support for the manitos community memory project this year. Alliance for cultural equity. Ash cultural arts center is leading a collaboration of the new orleans data center, shift collective, helicon collaborative, and southern university at new orleans in conducting a study with a cohort of local organizations to report on the role small museums and archives focused on preserving the histories and culture of marginalized people play in the welfare of their communities, the value they bring to their local cultural economy, and potential models for their financial sustainability. Reimagine descriptive workflows. We worked with oclc to host an international convening to explore how to remove barriers to increase the creation and scaling of representative and anti-racist metadata description in library and archive systems.

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IRS990/ProgSrvcAccomActy2Grp/Desc0HISTORYPIN IS A FREE-TO-USE DIGITAL PLATFORM AND ENGAGEMENT METHODOLOGY NOW SERVING THE PUBLIC FOR OVER A DECADE. DESIGNED TO SHARE STORIES AROUND LOCAL HISTORY IN ORDER TO STRENGTHEN COMMUNITY, THE PLATFORM HAS BEEN UTILIZED BY OVER 4,000 CULTURAL ORGANIZATIONS AROUND THE WORLD. WITH SUPPORT FROM THE NATIONAL ENDOWMENT FOR THE HUMANITIES, MAJOR WORK IS CURRENTLY UNDERWAY TO REDESIGN THE USER INTERFACE AND RELAUNCH WITH A NEW TECHNICAL BACKEND IN 2022.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0LEADING DESIGN WORKSHOPS WITH JAMES MADISON UNIVERSITY LIBRARIES AND THE INTERNATIONALLY RENOWNED BLACK POETRY CENTER, FURIOUS FLOWER, TO DEVELOP AND DISSEMINATE A NEW MODEL FOR INTEGRATED LIBRARY AND EDUCATIONAL TECHNOLOGIES SUPPORT OF A LIVING, ACADEMIC CENTER FOR THE ARTS WITH DIGITAL ARCHIVES, RESEARCH AND PERFORMANCE COMPONENTS. WE'RE PROUD TO BE A PARTNER IN ARCHIVING THE BLACK WEB, A NATIONAL FORUM FUNDED BY THE INSTITUTE FOR MUSEUM AND LIBRARY SERVICES (IMLS). THE APRIL 29-30 EVENT WILL FOCUS ON STRATEGIES FOR COLLECTING AND PRESERVING BLACK HISTORY AND CULTURE ONLINE AS WELL AS DEVELOPING A COMMUNITY OF PRACTICE FOR BLACK CULTURAL MEMORY ORGANIZATIONS AND PRACTITIONERS INTERESTED IN WEB ARCHIVING. THANKS TO THE SUPPORT OF AN NEH CARES GRANT AND THE NEW MEXICO HUMANITIES COUNCIL, WE'RE ABLE TO CONTINUE TO PROVIDE STRATEGIC AND TECHNICAL SUPPORT FOR THE MANITOS COMMUNITY MEMORY PROJECT THIS YEAR. ALLIANCE FOR CULTURAL EQUITY. ASH CULTURAL ARTS CENTER IS LEADING A COLLABORATION OF THE NEW ORLEANS DATA CENTER, SHIFT COLLECTIVE, HELICON COLLABORATIVE, AND SOUTHERN UNIVERSITY AT NEW ORLEANS IN CONDUCTING A STUDY WITH A COHORT OF LOCAL ORGANIZATIONS TO REPORT ON THE ROLE SMALL MUSEUMS AND ARCHIVES FOCUSED ON PRESERVING THE HISTORIES AND CULTURE OF MARGINALIZED PEOPLE PLAY IN THE WELFARE OF THEIR COMMUNITIES, THE VALUE THEY BRING TO THEIR LOCAL CULTURAL ECONOMY, AND POTENTIAL MODELS FOR THEIR FINANCIAL SUSTAINABILITY. REIMAGINE DESCRIPTIVE WORKFLOWS. WE WORKED WITH OCLC TO HOST AN INTERNATIONAL CONVENING TO EXPLORE HOW TO REMOVE BARRIERS TO INCREASE THE CREATION AND SCALING OF REPRESENTATIVE AND ANTI-RACIST METADATA DESCRIPTION IN LIBRARY AND ARCHIVE SYSTEMS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PT II LN 10: OTHER INCOME PART II, LINE 10 DESCRIPTION: MISSION RELATED REVENUE: 2016: 411,933, 2017: 310,802, 2018: 43,860, 2019: 51,068, 2020: 12,210
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0315626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0432302
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0157592
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02432814
IRS990ScheduleA/TotalSupportAmt02861527
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt2102456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JON VOSS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BERGIS JULES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2LYNETTE JOHNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX-OFFICIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EMPLOYEE
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1218649
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2102456
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0TOTAL COMPENSATION TO JON VOSS INCLUDES W-2 PAYMENTS AND PAYMENTS TO JUMPSLIDE NETWORKS REPORTED ON FORM 990, PART VII, SECTION B. TOTAL COMPENSATION TO BERGIS JULES INCLUDES W-2 PAYMENTS AND PAYMENTS TO SECOND SPACE ARCHIVES CONSULTING ON FORM 990, PART VII, SECTION B. TOTAL COMPENSATION TO LYNETTE JOHNSON INCLUDES W-2 PAYMENTS AND 1099 PAYMENTS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LEADING DESIGN WORKSHOPS WITH JAMES MADISON UNIVERSITY LIBRARIES AND THE INTERNATIONALLY RENOWNED BLACK POETRY CENTER, FURIOUS FLOWER, TO DEVELOP AND DISSEMINATE A NEW MODEL FOR INTEGRATED LIBRARY AND EDUCATIONAL TECHNOLOGIES SUPPORT OF A LIVING, ACADEMIC CENTER FOR THE ARTS WITH DIGITAL ARCHIVES, RESEARCH AND PERFORMANCE COMPONENTS. WE'RE PROUD TO BE A PARTNER IN ARCHIVING THE BLACK WEB, A NATIONAL FORUM FUNDED BY THE INSTITUTE FOR MUSEUM AND LIBRARY SERVICES (IMLS). THE APRIL 29-30 EVENT WILL FOCUS ON STRATEGIES FOR COLLECTING AND PRESERVING BLACK HISTORY AND CULTURE ONLINE AS WELL AS DEVELOPING A COMMUNITY OF PRACTICE FOR BLACK CULTURAL MEMORY ORGANIZATIONS AND PRACTITIONERS INTERESTED IN WEB ARCHIVING. THANKS TO THE SUPPORT OF AN NEH CARES GRANT AND THE NEW MEXICO HUMANITIES COUNCIL, WE'RE ABLE TO CONTINUE TO PROVIDE STRATEGIC AND TECHNICAL SUPPORT FOR THE MANITOS COMMUNITY MEMORY PROJECT THIS YEAR. ALLIANCE FOR CULTURAL EQUITY. ASH CULTURAL ARTS CENTER IS LEADING A COLLABORATION OF THE NEW ORLEANS DATA CENTER, SHIFT COLLECTIVE, HELICON COLLABORATIVE, AND SOUTHERN UNIVERSITY AT NEW ORLEANS IN CONDUCTING A STUDY WITH A COHORT OF LOCAL ORGANIZATIONS TO REPORT ON THE ROLE SMALL MUSEUMS AND ARCHIVES FOCUSED ON PRESERVING THE HISTORIES AND CULTURE OF MARGINALIZED PEOPLE PLAY IN THE WELFARE OF THEIR COMMUNITIES, THE VALUE THEY BRING TO THEIR LOCAL CULTURAL ECONOMY, AND POTENTIAL MODELS FOR THEIR FINANCIAL SUSTAINABILITY. REIMAGINE DESCRIPTIVE WORKFLOWS. WE WORKED WITH OCLC TO HOST AN INTERNATIONAL CONVENING TO EXPLORE HOW TO REMOVE BARRIERS TO INCREASE THE CREATION AND SCALING OF REPRESENTATIVE AND ANTI-RACIST METADATA DESCRIPTION IN LIBRARY AND ARCHIVE SYSTEMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD TREASURER REVIEWS FORM 990 ON BEHALF OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0615642
IRS990/TotalFunctionalExpensesGrp/TotalAmt0622665
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt065944
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0608821
IRS990/TotalOtherProgSrvcExpenseAmt0227119
IRS990/TotalOtherProgSrvcRevenueAmt0269784
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IRS990/TotalProgramServiceRevenueAmt010743
IRS990/TotalReportableCompFromOrgAmt0450566
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010773
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01104658
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03121 DAUPHINE ST
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070117
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTPS://SHIFTCOLLECTIVE.US
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS PANOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC. AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05047082610
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHIFT DESIGN INC
ReturnHeader/Filer/BusinessNameControlTxt0SHIF
ReturnHeader/Filer/EIN0300718529
ReturnHeader/Filer/PhoneNum05047082610
ReturnHeader/Filer/USAddress/AddressLine1Txt03121 DAUPHINE STREET
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264625247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORGAN & ASSOCIATES PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01787 GRAND RIDGE CT NE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0495257042
ReturnHeader/PreparerPersonGrp/PhoneNum06167766457
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM T MORGAN CPA
ReturnHeader/ReturnTs02022-11-15T10:18:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PANOS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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