SHIFT: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHIFT (EIN 65-1286548)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-06
- IRS object ID
- 201621279349200507
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-06T09:48:48-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411562398 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON HIGHLAND & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5801 DULUTH STREET SUITE 360 | AddressLine1Txt |
| City | GOLDEN VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651286548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIFT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7809 SOUTHTOWN CENTER BOX 376 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON STUEDEMANN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6512141151 | PhoneNum |
| Signature | 2016-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATT GUYER CPA | PreparerPersonNm |
| PTIN | P00386499 | PTIN |
| Phone | 7635429633 | PhoneNum |
| Preparation | 2016-04-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $105,459 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $21,680 | ContributionsGiftsGrantsEtcAmt |
| Other Revenue Total | $83,779 | OtherRevenueTotalAmt |
| Total Revenue | $105,459 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $38,639 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $9,762 | OtherExpensesTotalAmt |
| Total Expenses | $48,401 | TotalExpensesAmt |
| Excess Or Deficit For Year | $57,058 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | -$50,834 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $5,199 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $11,423 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,288 | BOYAmt |
| EOY | $11,423 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,288 | BOYAmt |
| EOY | $11,423 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,122 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$50,834 | BOYAmt |
| EOY | $11,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | COACHING PEOPLE IN JOB/LIFE TRANSITIONS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $44,326 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| PHILOMENA MORRISSEY SATRE | ||
| BOARD CHAIR | 5.00 | $0 |
| DAVID ALLEY | ||
| EXECUTIVE DI | 10.00 | $0 |
| RON STUEDEMANN | ||
| TREASURER | 3.00 | $0 |
| MARY O'BRIEN | ||
| SECRETARY | 3.00 | $0 |
| NATHAN DAVIS | ||
| BOARD MEMBER | 3.00 | $0 |
| SUSAN KRAUTHBAUER | ||
| BOARD MEMBER | 3.00 | $0 |
| LISA SABOURIN | ||
| BOARD MEMBER | 3.00 | $0 |
| KATHY KACHER | ||
| PAST CHAIR | 3.00 | $0 |
| JEAN JOHNSON | ||
| BOARD MEMBER | 3.00 | $0 |
| JAN HAAPALA | ||
| BOARD MEMBER | 3.00 | $0 |
| DON LEE | ||
| BOARD MEMBER | 3.00 | $0 |
| AMELIE HYAMS | ||
| BOARD MEMBER | 3.00 | $0 |
| ANN ANDERSON | ||
| BOARD MEMBER | 3.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON STUEDEMANN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7809 SOUTH CENTEN BOX 376 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512141151 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,641 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,680 | CurrentTaxYearAmt |
| Total | $142,751 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,472 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,472 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,680 | CurrentTaxYearAmt |
| Total | $153,223 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $153,223 | PublicSupportTotal170Amt |
| Total Support | $153,223 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $83,779 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Comments