Civic Intelligence

Shift Project Ltd.

990 • Fiscal year 2020 • EIN 45-2779314

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

Organization ProfileWWW.SHIFTPROJECT.ORG

View Organization Page

902 broadwayNew York, NY 10010

(212) 497-1176

Siviq Scores

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

Liabilities / Assets

88th percentile

0.41x

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

2020 filings • NTEE Q • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.33x

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

2020 filings • NTEE Q • $1M-$5M nonprofits • Source year 2020

Net Margin

49th percentile

7.0%

Higher net margin than 49% of similar nonprofits.

2020 filings • NTEE Q • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

96th percentile

$273,746

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2020 filings • NTEE Q • $1M-$5M nonprofits • Source year 2020

Asset Growth

59th percentile

19%

Faster asset growth than 59% of similar nonprofits.

2020 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-4.0%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$2,090,674

Up $327,160 (+19%) from 2019

Net Assets

Up

$1,225,868

Up $181,888 (+17%) from 2019

Liabilities

Up

$864,806

Up $145,272 (+20%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin49th percentile

Revenue

Down

$2,607,100

Down $109,119 (-4.0%) from 2019

Expenses

Down

$2,425,212

Down $22,871 (-0.9%) from 2019

Net Income

Down

$181,888

Down $86,248 (-32%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2020

Assets$2,090,674
Liabilities$864,806
Net Assets$1,225,868
Open 2020 Filing

Operations Trend

Revenue Growth45th 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

2020

Revenue$2,607,100
Expenses$2,425,212
Net Income$181,888
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.0
Gross Receipts
$2,607,100
Mission and Program Overview

Mission

Shift 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.

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$976,416$1,778,899▲ $802,483
Accounts Receivable$744,484$274,893▼ $469,591
Land, Buildings, and Equipment, Net$15,414$16,944▲ $1,530
Prepaid Expenses and Deferred Charges$6,094$7,778▲ $1,684
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$1,763,514$2,090,674▲ $327,160
Other Assets Total$21,106$12,160▼ $8,946
Liabilities
Deferred Revenue$517,925$608,556▲ $90,631
Unsecured Notes Loans Payable-$173,965-
Accounts Payable and Accrued Expenses$201,609$82,285▼ $119,324
Total Liabilities$719,534$864,806▲ $145,272
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,043,980$1,225,868▲ $181,888
Total Net Assets Fund Balance$1,043,980$1,225,868▲ $181,888
Total Liabilities and Net Assets / Fund Balance$1,763,514$2,090,674▲ $327,160

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,944$24,804$41,748
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caroline ReesPresident & CEOFT$208,075$65,671$273,746
Rachel DavisManaging Drct.FT$154,500$22,638$177,138
David KovickSenior AdvisorFT$116,134$8,719$124,853
David VermijsSenior AdvisorFT$103,211$4,000$107,211
Jen MaceykoCOOFT$55,080$8,653$63,733

Board Members and Trustees

NameTitle
Prof John RuggieBoard Chair
Catarina de AlbuquerqueTrustee
Dr Dewi Anwar - Term May 2020Trustee
Edward E PotterTrustee
Paul DruckmanTrustee
Vania Maria da Costa BorgerthTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
deep work ltdconsulting services19c commercial road, eastbourne, east sussex, Uk$151,800
Revenue and Support

Revenue Composition

Contributions and Grants
$951,924
Program Service Revenue
$1,645,687
Investment Income
$0
Other Revenue
$9,489
All Other Contributions
$436,431
Change in Net Assets
$181,888

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,607,100
Revenue Not Reported on Form 990
$57,110
Total Revenue per Audited Statements
$2,664,210
Total Revenue per Form 990
$2,607,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,611,372
Other Expenses$813,840
Total Fundraising Expense$57,113
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$649,452$190,506$25,978$865,936
Current Officers, Directors, Trustees, and Key Employees$394,611$115,753$15,784$526,148
Payroll Taxes$80,148$23,510$3,206$106,864
Occupancy$47,652$42,888$4,765$95,305
Other Employee Benefits$49,278$14,455$1,971$65,704
Travel$49,587$8,176$1,115$58,878
Pension Plan Contributions$35,040$10,278$1,402$46,720
Office Expenses$20,931$18,838$2,093$41,862
Fees for Services Other-$30,028-$30,028
Fees for Services Accounting-$16,481-$16,481
Fees for Services Management-$10,072-$10,072
Other Expenses$7,422$24,500-$7,422
Depreciation Depletion-$5,659$629$6,288
Interest$4,242$1,245$170$5,657
Fees for Services Legal-$1,140-$1,140
Total Functional Expenses$1,843,746$524,353$57,113$2,425,212

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,482,322
Expenses per Audited Statements$2,425,212
Total Expenses per Form 990$2,425,212
Expenses Not Reported on Form 990$57,110
International Activity

International Summary

Offices
1
Employees
9
Spending
$916,692

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 Services17$735,427
North AmericaProgram ServicesAdvisory Services02$143,881
East Asia and the PacificProgram ServicesAdvisory Services00$20,219
sub saharan africaprogram servicesadvisory services00$16,008
cntrl america & the caribbeanprogram servicesadvisory services00$1,157
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4: Description of Significant Changes to Organizational Documents

“The board of trustees resolved to amend Section 3.02 of its bylaws to include that any trustee may be appointed to a committee by written invitation from the Chair.”

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.”

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, NEW YORK, NY 10010

Signing Officer

Name
Caroline Rees
Title
President & CEO
Signed
2021-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caroline Rees
Formed
2011
Legal Domicile
De
Voting Board Members
6
Independent Board Members
5
Employees
10
Volunteers
7

Preparer

Firm
Nawrocki Smith Llp
Address
290 BROADHOLLOW RD STE 115E, MELVILLE, NY 11747
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, 2020 and 2019, there were no interest or penalties recorded or included in the financial statements. Returns filed for tax years ended on or after June 30, 2017, are subject to examination by federal and state authorities.”

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IRS990/Form990PartVIISectionAGrp/PersonNm5Catarina de Albuquerque
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Senior Advisor
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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/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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,090,674
Liabilities
$864,806
Net assets
$1,225,868
Revenue
$2,607,100
Expenses
$2,425,212
Net income
$181,888
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
2020Detailed filing. Detailed filing data is available for this year.$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
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