Civic Intelligence

Shift Project Ltd.

990 • Fiscal year 2021 • EIN 45-2779314

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

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

90th percentile

0.43x

Higher debt load relative to assets than 90% of similar nonprofits.

2021 filings • NTEE Q • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

0.44x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • NTEE Q • $1M-$5M nonprofits • Source year 2021

Net Margin

54th percentile

14%

Higher net margin than 54% of similar nonprofits.

2021 filings • NTEE Q • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

95th percentile

$232,514

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2021 filings • NTEE Q • $1M-$5M nonprofits • Source year 2021

Asset Growth

71st percentile

37%

Faster asset growth than 71% of similar nonprofits.

2021 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

7.2%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$2,860,645

Up $769,971 (+37%) from 2020

Net Assets

Up

$1,627,408

Up $401,540 (+33%) from 2020

Liabilities

Up

$1,233,237

Up $368,431 (+43%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin54th percentile

Revenue

Up

$2,795,315

Up $188,215 (+7.2%) from 2020

Expenses

Down

$2,393,775

Down $31,437 (-1.3%) from 2020

Net Income

Up

$401,540

Up $219,652 (+121%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2021

Assets$2,860,645
Liabilities$1,233,237
Net Assets$1,627,408
Open 2021 Filing

Operations Trend

Revenue Growth38th 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

2021

Revenue$2,795,315
Expenses$2,393,775
Net Income$401,540
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$2,795,315
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.

Shift works across all continents and sectors to challenge assumptions, push boundaries and redefine corporate practice in order to build a world where business gets done with respect for peoples dignity. Our work is based on the international standard of the UN Guiding Principles on Business and Human Rights.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,778,899$2,342,714▲ $563,815
Accounts Receivable$274,893$472,558▲ $197,665
Land, Buildings, and Equipment, Net$16,944$17,906▲ $962
Prepaid Expenses and Deferred Charges$7,778$7,203▼ $575
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$2,090,674$2,860,645▲ $769,971
Other Assets Total$12,160$20,264▲ $8,104
Liabilities
Deferred Revenue$608,556$1,061,128▲ $452,572
Unsecured Notes Loans Payable$173,965--
Accounts Payable and Accrued Expenses$82,285$172,109▲ $89,824
Total Liabilities$864,806$1,233,237▲ $368,431
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,225,868$1,627,408▲ $401,540
Total Net Assets Fund Balance$1,225,868$1,627,408▲ $401,540
Total Liabilities and Net Assets / Fund Balance$2,090,674$2,860,645▲ $769,971

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,906$27,667$45,573
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caroline ReesPresident & CEOFT$209,100$23,414$232,514
Rachel DavisVice PresidentFT$153,000$19,974$172,974
Jen MaceykoCOOFT$120,000$18,959$138,959
David KovickSenior AdvisorFT$117,114$5,750$122,864
Francis WestBus. Engmt. Drct.FT$113,584$5,644$119,228
David VermijsSenior AdvisorFT$104,934$4,973$109,907

Board Members and Trustees

NameTitle
Prof John RuggieBoard Chair
Catarina de AlbuquerqueTrustee
Edward E Potter - TERM MAY 21Trustee
Paul DruckmanTrustee
Susanne StormerTrustee
Vania Maria da Costa BorgerthTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
deep work ltdconsulting services19c commercial road, eastbourne, east sussex, Uk$151,800
Triponel ConsultingConsulting servicesSelby Rd, Leeds, Uk$104,709
Revenue and Support

Revenue Composition

Contributions and Grants
$920,696
Program Service Revenue
$1,874,364
Investment Income
$255
Other Revenue
$0
All Other Contributions
$552,935
Change in Net Assets
$401,540

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,795,315
Revenue Not Reported on Form 990
$7,858
Total Revenue per Audited Statements
$2,803,173
Total Revenue per Form 990
$2,795,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,705,409
Other Expenses$688,366
Total Fundraising Expense$54,103
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$727,007$200,884$28,697$956,588
Current Officers, Directors, Trustees, and Key Employees$402,360$111,178$15,883$529,421
Payroll Taxes$92,671$25,606$3,658$121,935
Other Employee Benefits$38,002$10,500$1,500$50,002
Pension Plan Contributions$36,071$9,968$1,424$47,463
Fees for Services Other-$30,648-$30,648
Office Expenses$22,782$6,294$899$29,975
Occupancy$8,158$11,981$1,331$21,470
Fees for Services Accounting-$15,413-$15,413
Fees for Services Management-$7,437-$7,437
Interest$4,605$1,272$181$6,058
Depreciation Depletion-$4,768$530$5,298
Fees for Services Legal-$2,555-$2,555
Other Expenses$12,689$1,401-$1,401
Total Functional Expenses$1,856,711$482,961$54,103$2,393,775

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,401,633
Expenses per Audited Statements$2,393,775
Total Expenses per Form 990$2,393,775
Expenses Not Reported on Form 990$7,858
International Activity

International Summary

Offices
1
Employees
10
Spending
$1,120,858

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$868,811
North AmericaProgram ServicesAdvisory Services02$128,329
East Asia and the PacificProgram ServicesAdvisory Services01$123,718
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
Yes
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
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 draft Form 990 was reviewed by the Organizations Manager of Operations and Finance, COO, and President. A complete copy of the Form 990 was then provided to all members of the Board of Trustees by electronic mail before it was filed with the Internal Revenue Service.”

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

“The Organization requires all Trustees annually to acknowledge receipt of the Conflict of Interests Policy and disclose any potential conflict of interests. The COO and President review all annual disclosures, in addition to any other disclosures made during the course of the year. Any disclosure that indicates a potential conflict of interest is reported to the Board and appropriate follow up is undertaken as set forth in the Policy. The Organization's Conflict of Interests Policy requires that individuals with potential conflicts of interest with respect to a particular transaction or action may not participate in the decision making with respect to that transaction.”

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 based on a review of compensation paid by comparable nonprofit organizations for comparable positions.”

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

“The President/CEO establishes reasonable compensation for Officers and Key Employees.”

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

“The organization makes its governing documents, conflict of interest policy, and financial statements available either on the website or upon request.”

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
2022-05-13
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
100 Motor Parkway Suite 580, Hauppauge, NY 11788
Preparer
Christopher Angotta
Phone
6317569500
Supplemental Narrative

Additional Explanations

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

“OTHER PROGRAM SERVICES 4: Sports - Through this program, Shift works with global sports governing bodies to provide strategic advice on meeting their responsibility to respect human rights. OTHER PROGRAM SERVICES 5: Financial Institutions - Through this program, Shift works with financial institutions to understand and address human rights challenges and develop leading practices in the field.”

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, 2021 and 2020, there were no interest or penalties recorded or included in the financial statements. Returns filed for tax years ended on or after June 30, 2018, are subject to examination by federal and state authorities.”

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IRS990/MissionDesc0At 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Business Engagement Through the program, Shift works with leading global companies at both strategic and operational levels, helping them build the vision, systems and capacity they need to implement the UN Guiding Principles themselves. Many of our partnerships with business start with a tailored individual project, aimed at tackling a specific human rights challenge or advancing internal understanding of the organizations human rights responsibilities. Our most committed business partners soon evolve to become members of our signature Business Learning Program.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Standards - Under this program, Shift advises government ministries, regulatory agencies, intergovernmental organizations, reporting standard bodies, business organizations and multi-stakeholder initiatives on how to best to integrate the Guiding Principles into the standards they set that drive business behavior.
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,860,645
Liabilities
$1,233,237
Net assets
$1,627,408
Revenue
$2,795,315
Expenses
$2,393,775
Net income
$401,540
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
2021Detailed filing. Detailed filing data is available for this year.$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
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