Civic Intelligence

Shift Project Ltd.

990 • Fiscal year 2019 • EIN 45-2779314

Jul 01, 2018 to Jun 30, 2019 • Filed on May 08, 2020

Organization ProfileWWW.SHIFTPROJECT.ORG

View Organization Page

902 broadway fl 6New York, NY 10010

(212) 497-1176

Siviq Scores

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

Liabilities / Assets

87th percentile

0.41x

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

2019 filings • NTEE Q • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • NTEE Q • $1M-$5M nonprofits • Source year 2019

Net Margin

58th percentile

9.9%

Higher net margin than 58% of similar nonprofits.

2019 filings • NTEE Q • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$216,260

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2019 filings • NTEE Q • $1M-$5M nonprofits • Source year 2019

Asset Growth

76th percentile

42%

Faster asset growth than 76% of similar nonprofits.

2019 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

21%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$1,763,514

Up $521,172 (+42%) from 2018

Net Assets

Up

$1,043,980

Up $268,136 (+35%) from 2018

Liabilities

Up

$719,534

Up $253,036 (+54%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin58th percentile

Revenue

Up

$2,716,219

Up $463,635 (+21%) from 2018

Expenses

Up

$2,448,083

Up $451,865 (+23%) from 2018

Net Income

Up

$268,136

Up $11,770 (+4.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2019

Assets$1,763,514
Liabilities$719,534
Net Assets$1,043,980
Open 2019 Filing

Operations Trend

Revenue Growth61st 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

2019

Revenue$2,716,219
Expenses$2,448,083
Net Income$268,136
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 8, 2020
Return Version
2018v3.1
Gross Receipts
$2,716,219
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
Cash and Non-Interest-Bearing Accounts$538,201$976,416▲ $438,215
Accounts Receivable$619,728$744,484▲ $124,756
Land, Buildings, and Equipment, Net$14,802$15,414▲ $612
Prepaid Expenses and Deferred Charges$39,790$6,094▼ $33,696
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$1,242,342$1,763,514▲ $521,172
Other Assets Total$29,821$21,106▼ $8,715
Liabilities
Deferred Revenue$288,414$517,925▲ $229,511
Accounts Payable and Accrued Expenses$178,084$201,609▲ $23,525
Total Liabilities$466,498$719,534▲ $253,036
Net Assets / Fund Balance
Unrestricted Net Assets$775,844$1,043,980▲ $268,136
Total Net Assets Fund Balance$775,844$1,043,980▲ $268,136
Total Liabilities and Net Assets / Fund Balance$1,242,342$1,763,514▲ $521,172

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,414$18,516$33,930
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caroline ReesPresident & CEOFT$205,000$11,260$216,260
Rachel DavisManaging Drct.FT$147,115$10,686$157,801
David KovickSenior AdvisorFT$112,750-$112,750

Board Members and Trustees

NameTitle
Prof John RuggieBoard Chair
Catarina de AlbuquerqueTrustee
Dr Dewi Fortuna AnwarTrustee
Edward E PotterTrustee
Herbert Mcleod Ended Oct 18Trustee
Paul DruckmanTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Deep Work LtdConsulting Services19c Commercial Road, Eastbourne, East Sussex, Uk$158,950
Revenue and Support

Revenue Composition

Contributions and Grants
$1,215,003
Program Service Revenue
$1,501,216
Investment Income
$0
Other Revenue
$0
All Other Contributions
$294,352
Change in Net Assets
$268,136

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,716,219
Revenue Not Reported on Form 990
$69,340
Total Revenue per Audited Statements
$2,785,559
Total Revenue per Form 990
$2,716,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,562,679
Other Expenses$885,404
Total Fundraising Expense$40,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$710,555$182,193$18,220$910,968
Current Officers, Directors, Trustees, and Key Employees$342,025$87,699$8,770$438,494
Payroll Taxes$81,613$20,926$2,093$104,632
Travel$71,748$24,199$1,317$97,264
Occupancy$47,160$42,444$4,716$94,320
Other Employee Benefits$56,250$14,423$1,442$72,115
Fees for Services Other-$62,598-$62,598
Office Expenses$21,010$18,084$2,009$41,103
Pension Plan Contributions$28,447$7,294$729$36,470
Fees for Services Accounting-$14,588-$14,588
Other Expenses$43,011$7,589-$7,589
All Other Expenses$5,822$1,493$149$7,464
Fees for Services Management-$5,949-$5,949
Depreciation Depletion-$5,007$556$5,563
Fees for Services Legal-$4,935-$4,935
Total Functional Expenses$1,875,164$532,918$40,001$2,448,083

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,517,423
Expenses per Audited Statements$2,448,083
Total Expenses per Form 990$2,448,083
Expenses Not Reported on Form 990$69,340
International Activity

International Summary

Offices
1
Employees
10
Spending
$986,470

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 Services18$804,982
North AmericaProgram ServicesAdvisory Services02$124,860
Sub Saharan AfricaProgram ServicesAdvisory Services00$26,702
east asia and the pacificProgram ServicesAdvisory Services00$25,549
south americaprogram servicesadvisory services00$2,414
central america & caribbeanprogram servicesadvisory services00$1,883
middle east & north africaprogram servicesadvisory services00$80
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
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
902 broadway fl 6, NEW YORK, NY 10010

Signing Officer

Name
Caroline Rees
Title
President & CEO
Signed
2020-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caroline Rees
Formed
2011
Legal Domicile
De
Voting Board Members
7
Independent Board Members
6
Employees
10
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 through out 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, 2019 and 2018, there were no interest or penalties recorded or included in the financial statements. Returns filed for tax years ended on or after June 30, 2016, are subject to examination by federal and state authorities.”

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IRS990/PrincipalOfficerNm0Caroline Rees
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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.
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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 through out in-person engagements and collaborations via our online resource library.
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IRS990ScheduleD/FootnoteTextInd0X

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,763,514
Liabilities
$719,534
Net assets
$1,043,980
Revenue
$2,716,219
Expenses
$2,448,083
Net income
$268,136
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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