Civic Intelligence

Shift

EIN 65-1286548 • 501(c)3 • Bloomington, MN

Profile

Coaching people in job/life transitions

7809 Southtown Center Box 376Bloomington, MN 55431

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

Down

$11,423

Down $3,777 (-25%) from 2011

Liabilities

Down

$0

Down $20,129 (-100%) from 2011

Net Assets

Up

$11,423

Up $16,352 (+332%) from 2011

Revenue

Up

$105,459

Up $9,165 (+9.5%) from 2011

Expenses

Down

$48,401

Down $62,014 (-56%) from 2011

Net Income

Up

$57,058

Up $71,179 (+504%) from 2011

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0-$10KAssets 2011: $15,200Liabilities 2011: $20,129Net Assets 2011: -$4,9292011Assets 2015: $11,423Liabilities 2015: $0Net Assets 2015: $11,4232015

Highlighted filing

2015

Assets$11,423
Liabilities$0
Net Assets$11,423

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $96,294Expenses 2011: $110,415Net Income 2011: -$14,1212011Revenue 2015: $105,459Expenses 2015: $48,401Net Income 2015: $57,0582015

Highlighted filing

2015

Revenue$105,459
Expenses$48,401
Net Income$57,058

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 1, 2016
Return Version
2015v2.1
Gross Receipts
$105,459
Mission and Program Overview

Mission

Coaching people in job/life transitions

Program Services

DescriptionGrantsExpenses
FORUM:500 PARTICIPANTS, MONTHLY SESSIONS WITH SPEAKERS, WELL KNOWN IN THEIR AREAS OF EXPERTISE, THAT ADDRESS CURRENT TOPICS ON WORK & LIFE TRANSISTION-$22,163
WORKSHOPS & CLASSES: 500 PARTICPANTS. THERE WAS THREE SESSION SERIES OF SMALL GROUP LIFE/WORK DISCUSSION AND PLANNING BY ONE OR TWO EXPERIENCED FACILITATORS-$13,298
SHIFT IN: 5000 PARTICPANTS, WEEKLY SMALL GROUP SESSIONS IN MULTIPLE LOCATIONS THAT PROVIDE SUPPORT, GUIDANCE AND COACHING ABOUT WORK AND LIFE TRANSISTION.-$8,865
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILOMENA MORRISSEY SATREBoard ChairPT$0--
DAVID ALLEYExecutive DiPT$0--
RON STUEDEMANNTreasurer-$0--
MARY O'BRIENSecretary-$0--
NATHAN DAVISBoard Member-$0--
SUSAN KRAUTHBAUERBoard Member-$0--
LISA SABOURINBoard Member-$0--
KATHY KACHERPast Chair-$0--
JEAN JOHNSONBoard Member-$0--
JAN HAAPALABoard Member-$0--
DON LEEBoard Member-$0--
AMELIE HYAMSBoard Member-$0--
ANN ANDERSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Shift
EIN
65-1286548
Address
7809 SOUTHTOWN CENTER BOX 376, BLOOMINGTON, MN 55431

Signing Officer

Name
Ron Stuedemann
Title
Treasurer
Phone
6512141151
Signed
2016-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Carlson Highland & Co Llp
Address
5801 DULUTH STREET SUITE 360, GOLDEN VALLEY, MN 55422
Preparer
Matt Guyer CPA
Phone
7635429633
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

Line 8 - other revenue: shift contracted with a company, designs for learning (2233 university ave, ste 450, st paul mn. 55114), to pay them a fee for executive director services. This contract was for 2013, 2014 & parts of 2015. While shift recorded the expense on a monthly basis in those year and the corresponding liability, shift was unable to generate enough revenue to fulfill all the terms of the contract. In 2015, designs for learning forgave the debt and shiftbooked the debt forgiveness as miscellaneous revenue to offset the liability of 83,779.

Form 990-ez, Part I, Line 8

Debt forgiveness 83,779 total 83,779

Form 990-ez, Part I, Line 16

Expenses insurance 1,719 books & subscriptions 207 postage 48 bank fees 12 supplies 772 constant contact email se 1,335 computer support 1,040 web support 320 legal fees 25 memberships & dues 385 meeting facilitators 400 pay pal fees 461 converence, conv., att. 750 meeting catering 1,730 meetings & parking 558 total 9,762

Form 990-ez, Part I, Line 20

OTHER INCREASES 5,199

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 86,122 0

Raw XML Appendix174 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILOMENA MORRISSEY SATRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID ALLEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY O'BRIEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LISA SABOURIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHY KACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEAN JOHNSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11AMELIE HYAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ANN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherExpensesTotalAmt09762
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 8 - OTHER REVENUE: SHIFT CONTRACTED WITH A COMPANY, DESIGNS FOR LEARNING (2233 UNIVERSITY AVE, STE 450, ST PAUL MN. 55114), TO PAY THEM A FEE FOR EXECUTIVE DIRECTOR SERVICES. THIS CONTRACT WAS FOR 2013, 2014 & PARTS OF 2015. WHILE SHIFT RECORDED THE EXPENSE ON A MONTHLY BASIS IN THOSE YEAR AND THE CORRESPONDING LIABILITY, SHIFT WAS UNABLE TO GENERATE ENOUGH REVENUE TO FULFILL ALL THE TERMS OF THE CONTRACT. IN 2015, DESIGNS FOR LEARNING FORGAVE THE DEBT AND SHIFTBOOKED THE DEBT FORGIVENESS AS MISCELLANEOUS REVENUE TO OFFSET THE LIABILITY OF 83,779.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEBT FORGIVENESS 83,779 TOTAL 83,779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INSURANCE 1,719 BOOKS & SUBSCRIPTIONS 207 POSTAGE 48 BANK FEES 12 SUPPLIES 772 CONSTANT CONTACT EMAIL SE 1,335 COMPUTER SUPPORT 1,040 WEB SUPPORT 320 LEGAL FEES 25 MEMBERSHIPS & DUES 385 MEETING FACILITATORS 400 PAY PAL FEES 461 CONVERENCE, CONV., ATT. 750 MEETING CATERING 1,730 MEETINGS & PARKING 558 TOTAL 9,762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER INCREASES 5,199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 86,122 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/Filer/EIN0651286548
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05801 DULUTH STREET SUITE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GOLDEN VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055422
ReturnHeader/PreparerPersonGrp/PhoneNum07635429633
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ReturnHeader/ReturnTs02016-05-06T09:48:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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