Civic Intelligence

Shift Project Ltd.

990 • Fiscal year 2023 • EIN 45-2779314

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization ProfileWWW.SHIFTPROJECT.ORG

View Organization Page

462 Seventh Avenue FL 6New York, NY 10018

(212) 497-1176

Siviq Scores

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

Liabilities / Assets

81st percentile

0.25x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • NTEE Q • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.26x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • NTEE Q • $1M-$5M nonprofits • Source year 2023

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2023 filings • NTEE Q • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$233,995

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2023 filings • NTEE Q • $1M-$5M nonprofits • Source year 2023

Asset Growth

58th percentile

11%

Faster asset growth than 58% of similar nonprofits.

2023 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

9.8%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Flat

$3,609,684

Flat from 2023

Net Assets

Flat

$2,692,687

Flat from 2023

Liabilities

Flat

$916,997

Flat from 2023

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin64th percentile

Revenue

Flat

$3,544,680

Flat from 2023

Expenses

Flat

$3,110,302

Flat from 2023

Net Income

Flat

$434,378

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th 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 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

2023

Assets$3,609,684
Liabilities$916,997
Net Assets$2,692,687
Open 2023 Filing

Operations Trend

Revenue Growth50th 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 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

2023

Revenue$3,544,680
Expenses$3,110,302
Net Income$434,378
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$3,544,680
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.

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$2,359,706$2,814,355▲ $454,649
Accounts Receivable$849,486$740,327▼ $109,159
Land, Buildings, and Equipment, Net$20,603$22,477▲ $1,874
Prepaid Expenses and Deferred Charges$12,023$12,261▲ $238
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$3,262,082$3,609,684▲ $347,602
Other Assets Total$20,264$20,264→ $0
Liabilities
Deferred Revenue$836,056$773,039▼ $63,017
Accounts Payable and Accrued Expenses$167,717$143,958▼ $23,759
Total Liabilities$1,003,773$916,997▼ $86,776
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,258,309$2,692,687▲ $434,378
Total Net Assets Fund Balance$2,258,309$2,692,687▲ $434,378
Total Liabilities and Net Assets / Fund Balance$3,262,082$3,609,684▲ $347,602

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,477$42,266$64,743
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caroline ReesPresident & CEOFT$209,100$24,895$233,995
Cynthia BurnsCOOFT$137,500$21,190$158,690
Rachel DavisVice PresidentFT$149,049-$149,049
Bob DannhauserSenior AdvisorFT$102,550$19,568$122,118
Ashleigh OwensDeputy DirectorFT$114,412$5,721$120,133
David VermijsDirector Bus. EngmtFT$112,288$5,622$117,910

Board Members and Trustees

NameTitle
Prince Zeid Raad Al HusseinChair
Alexandra HaasTrustee
Catarina de AlbuquerqueTrustee
Erika GeorgeTrustee
John KnoxTrustee
Maria Anne van DijkTrustee
Susanne StormerTrustee
Vania Maria da Costa BorgerthTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,345,856
Program Service Revenue
$2,149,608
Investment Income
$44,659
Other Revenue
$4,557
All Other Contributions
$899,066
Change in Net Assets
$434,378

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,544,680
Total Revenue per Audited Statements
$3,544,680
Total Revenue per Form 990
$3,544,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,268,859
Other Expenses$829,893
Total Fundraising Expense$39,398
Professional Fundraising Fees$11,550
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,195,766$196,950$14,068$1,406,784
Current Officers, Directors, Trustees, and Key Employees$471,030$77,581$5,542$554,153
Payroll Taxes$151,103$24,887$1,778$177,768
Travel$157,982$9,454$675$168,111
Pension Plan Contributions$78,514$12,932$924$92,370
Fees for Services Other$6,921$63,775$82$70,778
Office Expenses$47,126$7,762$554$55,442
Occupancy$22,314$27,171$3,019$52,504
Other Expenses$42,929$60,090-$42,929
Other Employee Benefits$32,117$5,290$377$37,784
Fees for Services Accounting-$18,444-$18,444
Fees for Services Professional Fundraising--$11,550$11,550
Fees for Services Management-$10,799-$10,799
Depreciation Depletion-$7,458$829$8,287
Fees for Services Legal-$4,747-$4,747
Total Functional Expenses$2,543,564$527,340$39,398$3,110,302

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,110,302
Total Expenses per Audited Statements$3,110,302
Total Expenses per Form 990$3,110,302
International Activity

International Summary

Employees
20
Spending
$1,817,218

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 Services016$1,405,397
East Asia and the PacificProgram ServicesAdvisory Services01$214,883
North AmericaProgram ServicesAdvisory Services03$182,938
Sub Saharan AfricaProgram ServicesAdvisory Services00$12,068
South AsiaProgram ServicesAdvisory Services00$1,932
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$11,550
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, Section B, Line 11B

“The draft Form 990 was reviewed by the Organizations Deputy Director of 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, Section B, Line 12C

“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, Section B, Line 15A

“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, Section B, Line 15B

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

Form 990, Part VI, Section C, Line 19

“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
462 Seventh Avenue FL 6, NEW YORK, NY 10018

Signing Officer

Name
Caroline Rees
Title
President & CEO
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caroline Rees
Formed
2011
Legal Domicile
De
Voting Board Members
9
Independent Board Members
8
Employees
8
Volunteers
8

Preparer

Firm
Nawrocki Smith LLP
Address
100 Motor Parkway Suite 580, Hauppauge, NY 11788
Preparer
Ernest Patrick Smith CPA
Phone
6317569500
Supplemental Narrative

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, 2023 and 2022, there were no interest or penalties recorded or included in the financial statements. Returns filed for tax years ended on or after June 30, 2020, are subject to examination by federal and state authorities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Senior Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt4Deputy Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Dir. Bus. Engmt
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
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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/Desc0Standards - Under this program, Shift advises intergovernmental organizations, reporting and other standard-setters, government ministries and regulatory agencies on how to integrate the UNGPs into the standards they set that drive business behavior.
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IRS990/ProgSrvcAccomActy3Grp/Desc0FINANCIAL INSTITUTIONS - THROUGH THIS PROGRAM, SHIFT WORKS WITH FINANCIAL INSTITUTIONS TO UNDERSTAND AND ADDRESS HUMAN RIGHTS CHALLENGES AND DEVELOP LEADING PRACTICES ALIGNED WITH THE UNGPS.
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,609,684
Liabilities
$916,997
Net assets
$2,692,687
Revenue
$3,544,680
Expenses
$3,110,302
Net income
$434,378
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
2023Detailed filing. Detailed filing data is available for this year.$3.61$0.92$2.69$3.54$3.11$0.43
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
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