SHIFT: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHIFT (EIN 65-1286548)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201212279349200331
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-14T09:23:23-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Poeschl Company LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2220 Midland Grove Road Suite 111 | AddressLine1 |
| City | Roseville | City |
| State | MN | State |
| ZIP Code | 55113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651286548 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shift Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHIF | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 50116 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55405 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stacy Robjent | Name |
| Title | Treasurer | Title |
| Phone | 9523035365 | Phone |
| Date Signed | 2012-08-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard J Poeschl | Name |
| Phone | 6516464446 | Phone |
| Date Prepared | 2012-08-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 96294 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 86072 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 578 | ProgramServiceRevenue |
| Membership Dues | 5110 | MembershipDues |
| Investment Income | 14 | InvestmentIncome |
| Other Revenue Total | 4520 | OtherRevenueTotal |
| Total Revenue | 96294 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 80291 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 30124 | OtherExpensesTotal |
| Total Expenses | 110415 | TotalExpenses |
| Excess Or Deficit For Year | -14121 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 9192 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -4929 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9085 | BOY |
| EOY | 15200 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7682 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16767 | BOY |
| EOY | 15200 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7575 | BOY |
| EOY | 20129 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9192 | BOY |
| EOY | -4929 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Empower midlife moves to meaningpurpose | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| See Statement Attached | 0 |
| See Statement Attached | 0 |
| See Statement Attached | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 0 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Pat Berg | ||||||||
| 3800 American Blvd W Suite 850 | Bloomington | MN | 55431 | Board Chair | 5 | 0 | 0 | 0 |
| Stacy Robjent | ||||||||
| 11061 Russell Ave South | Bloomington | MN | 55431 | Treasurer | 5 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Stacy Robjent | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11061 Russell Avenue South | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55431 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9523035365 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 29620 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 54374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 91182 | CurrentTaxYear |
| Total | 175176 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 430 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1336 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5098 | CurrentTaxYear |
| Total | 6864 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 30050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55710 | CurrentTaxYearMinus1Year |
| Current Tax Year | 96280 | CurrentTaxYear |
| Total | 182040 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 182040 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 1 | CurrentTaxYearMinus2Years |
| Current Tax Year | 14 | CurrentTaxYear |
| Total | 15 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 1 | CurrentTaxYearMinus2Years |
| Current Tax Year | 14 | CurrentTaxYear |
| Total | 15 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 30051 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55710 | CurrentTaxYearMinus1Year |
| Current Tax Year | 96294 | CurrentTaxYear |
| Total | 182055 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99990 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00010 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 01. General explanation attachment | Statement of Program Service Accomplishments - Form 990-EZ Page 2 Part 111 Line 28 Midternship Program is to offer participants the opportunity to match skills interest and values to new work gain work experience in a new career and to expand a resume The Program served a total of 67 individuals with 32 being placed in internships with a variety of omployers fron 3 to 6 months with 8 entering full time employment Statement of Program Service Accomplishments - Form 990-EZ Page 2 Part 111 Line 29 Conducted forum featuring from 1 to 3 presenters providing information to stimulate networking and provide participants with information and tools to navigate midlife transitions Approximatly 1400 participants attended these forums Statement of Program Service Accomplishments - Form 990-EZ Page 2 Part 111 Line 30 Small group meetings conducted in order to give participants an opportunity to discuss their midlife transitions develope a purpose and define action steps Typical groups consist of 6-9 participants and meet for 3 weekly sessions |
| 02. Description of other revenue (Part I, line 8) | Description Amount Special Events Income 4520 |
| 03. Description of other expenses (Part I, line 16) | Description Amount Legal Fees 175 Accounting 2220 Advertising and Promotion 9892 Office Expense 6917 Travel 732 Conferences Meetings 6649 Insurance 2048 Other Expense 1491 |
| 04. Description of other assets (Part II, line 24) | Beginning Category of Year End of Year Accounts Receivable 7682 0 |
| 05. Description of total liabilities (Part II, line 26) | Beginning Category of Year End of Year Accounts Payable 7575 20129 |
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