Civic Intelligence

Shift Project Ltd.

990 • Fiscal year 2017 • EIN 45-2779314

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 30, 2018

Organization ProfileWWW.SHIFTPROJECT.ORG

View Organization Page

250 West 57th Street Suite 2232New York, NY 10107

(212) 497-1176

Siviq Scores

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

Liabilities / Assets

89th percentile

0.46x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • NTEE Q • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • NTEE Q • $1M-$5M nonprofits • Source year 2017

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2017 filings • NTEE Q • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

95th percentile

$215,175

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2017 filings • NTEE Q • $1M-$5M nonprofits • Source year 2017

Asset Growth

41st percentile

1.6%

Faster asset growth than 41% of similar nonprofits.

2017 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

11%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$953,970

Up $14,904 (+1.6%) from 2016

Net Assets

Up

$519,478

Up $235,889 (+83%) from 2016

Liabilities

Down

$434,492

Down $220,985 (-34%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin61st percentile

Revenue

Up

$2,003,284

Up $192,711 (+11%) from 2016

Expenses

Up

$1,767,395

Up $217,007 (+14%) from 2016

Net Income

Down

$235,889

Down $24,296 (-9.3%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2012: $247,727Liabilities 2012: $397,257Net Assets 2012: -$149,5302012Assets 2013: $588,711Liabilities 2013: $481,758Net Assets 2013: $106,9532013Assets 2014: $427,031Liabilities 2014: $417,975Net Assets 2014: $9,0562014Assets 2015: $486,348Liabilities 2015: $462,944Net Assets 2015: $23,4042015Assets 2016: $939,066Liabilities 2016: $655,477Net Assets 2016: $283,5892016Assets 2017: $953,970Liabilities 2017: $434,492Net Assets 2017: $519,4782017Assets 2018: $1,242,342Liabilities 2018: $466,498Net Assets 2018: $775,8442018Assets 2019: $1,763,514Liabilities 2019: $719,534Net Assets 2019: $1,043,9802019Assets 2020: $2,090,674Liabilities 2020: $864,806Net Assets 2020: $1,225,8682020Assets 2021: $2,860,645Liabilities 2021: $1,233,237Net Assets 2021: $1,627,4082021Assets 2022: $3,262,082Liabilities 2022: $1,003,773Net Assets 2022: $2,258,3092022Assets 2023: $3,609,684Liabilities 2023: $916,997Net Assets 2023: $2,692,6872023Assets 2024: $4,166,803Liabilities 2024: $1,423,760Net Assets 2024: $2,743,0432024

Highlighted filing

2017

Assets$953,970
Liabilities$434,492
Net Assets$519,478
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $430,562Expenses 2012: $580,092Net Income 2012: -$149,5302012Revenue 2013: $1,491,065Expenses 2013: $1,234,582Net Income 2013: $256,4832013Revenue 2014: $1,298,860Expenses 2014: $1,396,757Net Income 2014: -$97,8972014Revenue 2015: $1,413,512Expenses 2015: $1,399,164Net Income 2015: $14,3482015Revenue 2016: $1,810,573Expenses 2016: $1,550,388Net Income 2016: $260,1852016Revenue 2017: $2,003,284Expenses 2017: $1,767,395Net Income 2017: $235,8892017Revenue 2018: $2,252,584Expenses 2018: $1,996,218Net Income 2018: $256,3662018Revenue 2019: $2,716,219Expenses 2019: $2,448,083Net Income 2019: $268,1362019Revenue 2020: $2,607,100Expenses 2020: $2,425,212Net Income 2020: $181,8882020Revenue 2021: $2,795,315Expenses 2021: $2,393,775Net Income 2021: $401,5402021Revenue 2022: $3,227,568Expenses 2022: $2,596,667Net Income 2022: $630,9012022Revenue 2023: $3,544,680Expenses 2023: $3,110,302Net Income 2023: $434,3782023Revenue 2024: $3,326,303Expenses 2024: $3,275,947Net Income 2024: $50,3562024

Highlighted filing

2017

Revenue$2,003,284
Expenses$1,767,395
Net Income$235,889
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 30, 2018
Return Version
2016v3.0
Gross Receipts
$2,003,284
Mission and Program Overview

Mission

At Shift, we have one purpose: to transform how business gets done in order to ensure respect for peoples lives and dignity. We believe that the best way to advance our mission is by working directly with Businesses to help shape their practices, culture and behavior and by working with Governments, Financial Institutions, civil society and other market actors to embed the right requirements and incentives into the frameworks within which business operates. Our work is based on the international standard of the UN Guiding Principles on Business and Human Rights.

advisING and supportING governments, businesses, and their stakeholders on implementation of the U.N. Guiding Principles on Business and Human Rights and developing public guidance materials.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$436,619$572,338▲ $135,719
Cash and Non-Interest-Bearing Accounts$444,834$306,581▼ $138,253
Loans From Officers Directors$30,000--
Prepaid Expenses and Deferred Charges$14,759$21,747▲ $6,988
Land, Buildings, and Equipment, Net$11,196$12,930▲ $1,734
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$939,066$953,970▲ $14,904
Other Assets Total$31,658$40,374▲ $8,716
Liabilities
Deferred Revenue$438,262$288,450▼ $149,812
Accounts Payable and Accrued Expenses$187,215$146,042▼ $41,173
Total Liabilities$655,477$434,492▼ $220,985
Net Assets / Fund Balance
Unrestricted Net Assets$283,589$519,478▲ $235,889
Total Net Assets Fund Balance$283,589$519,478▲ $235,889
Total Liabilities and Net Assets / Fund Balance$939,066$953,970▲ $14,904

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,930$14,918$27,848
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caroline ReesPresident & CEOFT$205,000$10,175$215,175
Rachel DavisManaging Drct.FT$150,000$9,649$159,649
David KovickSenior AdvisorFT$112,750-$112,750
John ShermanGen Cnsl.+Sect.PT$28,000-$28,000

Board Members and Trustees

NameTitle
Prof John RuggieBoard Chair
Dr Dewi Fortuna AnwarTrustee
Edward E PotterTrustee
Herbert McleodTrustee
Maria Livanos CattauiTrustee
Prof Philip AlstonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$879,081
Program Service Revenue
$1,118,903
Investment Income
$0
Other Revenue
$5,300
All Other Contributions
$106,833
Change in Net Assets
$235,889

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,003,284
Total Revenue per Audited Statements
$2,003,284
Total Revenue per Form 990
$2,003,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,174,803
Other Expenses$592,592
Total Fundraising Expense$107,614
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$494,443$105,480$59,333$659,256
Current Officers, Directors, Trustees, and Key Employees$287,250$61,280$34,470$383,000
Occupancy$59,895$59,896-$119,791
Payroll Taxes$66,544$14,196$7,985$88,725
Travel$84,991-$1,129$86,120
Other Employee Benefits$32,866$7,012$3,944$43,822
Office Expenses$14,373$13,425-$27,798
Fees for Services Other-$25,277-$25,277
Fees for Services Accounting-$24,099-$24,099
Depreciation Depletion-$4,348-$4,348
Other Expenses$1,030$1,031$753$2,061
Fees for Services Legal-$37-$37
Total Functional Expenses$1,332,421$327,360$107,614$1,767,395

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,767,395
Total Expenses per Audited Statements$1,767,395
Total Expenses per Form 990$1,767,395
International Activity

International Summary

Offices
1
Employees
19
Spending
$832,979

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeProgram ServicesAdvisory Services115$700,653
North AmericaProgram ServicesAdvisory Services04$131,043
East Asia and the PacificProgram ServicesAdvisory Services00$982
South AsiaProgram ServicesAdvisory Services00$301
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$30,000--
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Line 11B: Form 990 Review Process

“The organization typically circulates the 990 to the board of trustees for comment prior to the filing of the form.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each member of the board of trustees submits an annual signed statement either confirming that they have no conflicts or disclosing potential conflicts for the board to address, as appropriate.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board of trustees determines and approves compensation for the president/ceo, taking into account information about remuneration for comparable nonprofit positions.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The president/ceo determines officers' compensation, which is reviewed by the board of trustees.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents are available upon request at the administration offices in New York City.”

Filing and Contact Details

Filer

Filer Name
Shift Project Ltd
EIN
45-2779314
Phone
2124971176
Address
250 West 57th Street Suite 2232, NEW YORK, NY 10107

Signing Officer

Name
Caroline Rees
Title
President & CEO
Signed
2018-03-30
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
De
Voting Board Members
7
Independent Board Members
6
Employees
7
Volunteers
6

Preparer

Firm
Nawrocki Smith Llp
Address
290 BROADHOLLOW RD STE 115E, MELVILLE, NY 11747-4822
Preparer
Michael E Nawrocki
Phone
6317569500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Education and Outreach - Through this program, we provide training to build participants' capacity to drive change within their organizations, we speak at and moderate high-level public events on business and human rights, and we share our learning and insights gained throughout in-person engagements and collaborations via our online resource library.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization does not believe there are any material uncertain tax positions and accordingly, it has not recognized any such liability. For the years ended June 30, 2017 and 2016, there were no interest or penalties recorded or included in the financial statements. Returns filed for tax years ended on or after June 30, 2014, are subject to examination by federal and state authorities.”

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IRS990/MissionDesc0Shift is the leading center of expertise on the UN Guiding Principles on Business and Human Rights. Shift's global team facilitates dialogue, builds capacity and develops new approaches with companies, government, civil society organizations and international institutions to bring about a world in which business gets done with respect for people's fundamental welfare and dignity.
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IRS990/OtherExpensesGrp/Desc2BANK FEES
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IRS990/PayrollTaxesGrp/FundraisingAmt07985
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IRS990/ProgSrvcAccomActy2Grp/Desc0Business learning program - Through this program, Shift works with a select number of companies that we believe are serious about implementing the Guiding Principles. The purpose of this program is to foster leading practices by companies and to gain insights that inform all of our other activities with governments, civil society and international organizations to push for better practices more widely.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0385745
IRS990/ProgSrvcAccomActy3Grp/Desc0Education and Outreach - Through this program, we provide training to build participants' capacity to drive change within their organizations, we speak at and moderate high-level public events on business and human rights, and we share our learning and insights gained throughout in-person engagements and collaborations via our online resource library.
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IRS990/PYOtherExpensesAmt0599638
IRS990/PYOtherRevenueAmt03242
IRS990/PYProgramServiceRevenueAmt01303624
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization does not believe there are any material uncertain tax positions and accordingly, it has not recognized any such liability. For the years ended June 30, 2017 and 2016, there were no interest or penalties recorded or included in the financial statements. Returns filed for tax years ended on or after June 30, 2014, are subject to examination by federal and state authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$953,970
Liabilities
$434,492
Net assets
$519,478
Revenue
$2,003,284
Expenses
$1,767,395
Net income
$235,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$1.42$2.74$3.33$3.28$0.05
2023Summary only. Only limited summary data is available for this year.$3.61$0.92$2.69$3.54$3.11$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$1.00$2.26$3.23$2.60$0.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$1.23$1.63$2.80$2.39$0.40
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.86$1.23$2.61$2.43$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.72$1.04$2.72$2.45$0.27
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.47$0.78$2.25$2.00$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.43$0.52$2.00$1.77$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.66$0.28$1.81$1.55$0.26
2015Summary only. Only limited summary data is available for this year.$0.49$0.46$0.02$1.41$1.40$0.01
2014Summary only. Only limited summary data is available for this year.$0.43$0.42$0.01$1.30$1.40$0.10
2013Summary only. Only limited summary data is available for this year.$0.59$0.48$0.11$1.49$1.23$0.26
2012Summary only. Only limited summary data is available for this year.$0.25$0.40$0.15$0.43$0.58$0.15