TY 2018 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) BRANDY B DAWSON MA QMHP...................................................................... DIRECTOR	0.30 .................	X			0	0
(2) ASHLEY L FELTON JD...................................................................... DIRECTOR	0.30 .................	X			0	0
(3) CAROLYN T HALPERN PHD...................................................................... DIRECTOR	0.30 .................	X			0	0
(4) JOSEPH GLLEE PHD MPH...................................................................... DIRECTOR	0.30 .................	X			0	0
(5) DEIDRE LEWIS...................................................................... DIRECTOR	0.30 .................	X			0	0
(6) TERRI MITCHELL PHD...................................................................... DIRECTOR	0.30 .................	X			0	0
(7) TCHERNAVIA MONTGOMERY MSW...................................................................... DIRECTOR	0.30 .................	X			0	0
(8) GINA REYNOLDS...................................................................... DIRECTOR	0.30 .................	X			0	0
(9) KRISTIN ITO MD MPH...................................................................... BOARD CHAIR	0.30 .................	X	X		0	0
(10) GABRIELA MAGALLANES...................................................................... SECRETARY	0.30 .................	X	X		0	0
(11) VANCE BRANTLEY MBA...................................................................... TREASURER	0.30 .................	X	X		0	0
(12) DANA MANGUM...................................................................... CEO FR: 2/1/2019	40.00 .................		X		0	0
(13) BETHANN JAMES...................................................................... INTERIM CEO, FR: 11/18-2/19	40.00 .................		X		40,800	0
(14) TRACI BAIRD...................................................................... CEO THR: 9/18	40.00 .................		X		136,364	12,470
(15) SUBU CHITTUR...................................................................... CFO FR: 5/1/2019	40.00 .................		X		0	0
(16) DEBORAH ENGELBRECHT...................................................................... CFO 7/1/18-4/4/19	40.00 .................		X		82,931	10,758
(17) SALLY SWANSON...................................................................... CHIEF PROGRAM OFFICER	40.00 .................			X	106,458	13,449

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

SHIFT NC

Employer identification number

56-1493369

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,709,668	3,799,326	3,351,555	3,445,317	3,061,589	15,367,455
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	1,709,668	3,799,326	3,351,555	3,445,317	3,061,589	15,367,455
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						126,030
6	Public support. Subtract line 5 from line 4.						15,241,425

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
7	Amounts from line 4..	1,709,668	3,799,326	3,351,555	3,445,317	3,061,589	15,367,455
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	85	448	833	2,200		3,566
9	Net income from unrelated business activities, whether or not the business is regularly carried on..		1,815				1,815
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						15,372,836

Gross receipts from related activities, etc. (see instructions) ..................

101,896

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) .........

99.150 %

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

99.290 %

16a

33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2018

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2018

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2018 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Name of the organization

SHIFT NC

Employer identification number

56-1493369

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2

Name of organization SHIFT NC

Part I	Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 3

Name of organization SHIFT NC		Employer identification number 56-1493369

Part II	Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 4


Name of organization SHIFT NC			Employer identification number 56-1493369
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

SHIFT NC

Employer identification number

56-1493369

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2018

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................
c	Total lobbying expenditures (add lines 1a and 1b) ...................................................................
d	Other exempt purpose expenditures ........................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2018

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

33,504

Total. Add lines 1c through 1i ....................................................................................................

33,504

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
PART II-B, LINE 1:	THE ORGANIZATION'S LOBBYIST IS ROB LAMME & ASSOCIATES. THE PURPOSE OF THE CONTRACT IS COMMUNICATION/POLICY CONSULTING. A TOTAL OF $33,504 WAS PAID. ROB LAMME WAS THE SOLE LOBBYIST FOR FY19.

Schedule C (Form 990 or 990EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

SHIFT NC

Employer identification number

56-1493369

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2018

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	116,242	65,057	51,185
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				51,185

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DEFERRED RENT	74,754
REFUNDABLE GRANT ADVANCES	497,414
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	572,168
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2018

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	3,167,374
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	0
3	Subtract line 2e from line 1..................			3	3,167,374
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	-166
c	Add lines 4a and 4b....................			4c	-166
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	3,167,208

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	3,726,055
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	42,760
e	Add lines 2a through 2d....................			2e	42,760
3	Subtract line 2e from line 1...................			3	3,683,295
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	3,683,295

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART XI, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES NETTED WITH REVENUE -166.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	BAD DEBT 20,294. TAX PENALTY 22,300. SPECIAL EVENT EXPENSES NETTED WITH REVENUE 166.

Schedule D (Form 990) 2018

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization
SHIFT NC

Employer identification number
56-1493369

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ALAMANCE COUNTY DEPT OF SOCIAL SERVICES 319 NORTH GRAHAM-HOPEDALE ROAD BURLINGTON,NC27217	56-6000271	GOV	13,984	TEEN PREGNANCY PREVENTION.
(2) PORT HEALTH SERVICES 4300 SAPPHIRE CT STE 110 GREENVILLE,NC27834	20-0287545	501(C)(3)	10,470	TEEN PREGNANCY PREVENTION.
(3) WAYNE ACTION TEAM FOR COMMUNITY HEALTH 2700 WAYNE MEMORIAL DR GOLDSBORO,NC27534		501(C)(3)	43,415	TEEN PREGNANCY PREVENTION.
(4) HEALTHTEAM ADVANTAGE (HTA) 7800 MCCLOUD ROAD STE 100 GREENSBORO,NC27409			31,000	TEEN PREGNANCY PREVENTION.
(5) CICATELLI ASSOCIATES INC 505 EIGHTH AVE SUITE 1600 NEW YORK,NY10018	13-3020576	501(C)(3)	45,000	TEEN PREGNANCY PREVENTION.
(6) CUMBERLAND COUNTY HEALTH DEPARTMENT 1235 RAMSEY ST FAYETTEVILLE,NC28301	56-6000291	GOV	103,830	TEEN PREGNANCY PREVENTION.
(7) DUKE UNIVERSITY' PO BOX 602651 CHARLOTTE,NC282602651	56-0532129	501(C)(3)	25,175	TEEN PREGNANCY PREVENTION.
(8) DURHAM COUNTY DEPT OF PUBLIC HEALTH 414 E MAIN ST DURHAM,NC27701	56-6000297	GOV	32,500	TEEN PREGNANCY PREVENTION.
(9) GRANVILLE COUNTY DEPT OF SOCIAL SERVICES PO BOX 966 OXFORD,NC27565	56-6000030	GOV	29,069	TEEN PREGNANCY PREVENTION.
(10) HALIFAX COUNTY DEPT OF SOCIAL SERVICES PO BOX 767 HALIFAX,NC27839	56-6001836	GOV	10,572	TEEN PREGNANCY PREVENTION.
(11) LINCOLN COMMUNITY HEALTH CENTER PO BOX 52119 DURHAM,NC27727	56-1031244	GOV	56,250	TEEN PREGNANCY PREVENTION.
(12) PITT COUNTY DEPARTMENT OF SOCIAL SERVICES 1717 WEST 5TH STREET GREENVILLE,NC27834	56-6000322	GOV	27,369	TEEN PREGNANCY PREVENTION.
(13) PLANNED PARENTHOOD SOUTH ATLANTIC 4551 YADKIN ROAD FAYETTEVILLE,NC28303	56-1282557	501(C)(3)	182,817	TEEN PREGNANCY PREVENTION.
(14) SAYSO 604 MEADOW STREET GREENSBORO,NC27405	56-0529946	501(C)(3)	30,000	TEEN PREGNANCY PREVENTION.
(15) WAKE COUNTY DEPARTMENT OF SOCIAL SERVICES 220 SWINBURNE ST PO BOX 46833 RALEIGH,NC27620		GOV	29,630	TEEN PREGNANCY PREVENTION.
(16) WAYNE COUNTY PUBLIC SCHOOLS 2001 ROYALL AVE GOLDSBORO,NC27534		GOV	14,722	TEEN PREGNANCY PREVENTION.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2018

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

THE GRANTEES SERVE AS THE CORE PARTNERS, PARTICIPATE IN MEETINGS, AND REVIEW PROJECT PLANS AND IDENTIFY CHALLENGES AND STRATEGIES FOR SUCCESSFUL IMPLEMENTATION. SHIFT NC MONITORS PARTICIPATION OF CORE PARTNERS AND MANAGES ALL TASKS RELATED TO THE COOPERATIVE AGREEMENT. FINANCE MANAGER AND PROGRAM DIRECTOR WORK TOGETHER TO MONITOR GRANTS. THE PROGRAM DIRECTOR SIGNS OFF ON PROJECTS ACCORDING TO MOA'S AND GRANT RESTRICTIONS. THE FINANCE MANAGER RELEASES GRANT FUNDS ONCE BOTH THE EXECUTIVE DIRECTOR AND PROGRAM DIRECTOR HAVE SIGNED THE DOCUMENTS. A SPREADSHEET IS KEPT RECORDING DETAILS OF EACH DRAW OF FUNDS. GRANT FUNDS ARE USED TO PROVIDE COUNSELING SERVICES. IMPLEMENTATION PARTNERS ARE PROVIDED OF ITEMS AND MATERIALS THAT CAN BE PURCHASED WITH GRANT FUNDS AND STAFF MONITORS THEIR PURCHASES.

Schedule I (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

SHIFT NC

Employer identification number

56-1493369

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE 990 IS POSTED ON BOARD PORTAL AND IS ALSO PRESENTED AT BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12C	BOARD OF DIRECTORS REVIEWS AND RESOLVES ANY POTIENTIAL CONFLICTS OF INTEREST THAT ARISE. BOARD AND STAFF SIGN CONFLICT OF INTEREST AGREEMENT.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD APPROVES COMPENSATION FOR THE CEO. COMPENSATION DECISIONS ARE MADE BASED ON COMPARISON OF COMPENSATION WITH DATA TAKEN FROM THE NC CENTER FOR NON-PROFITS AND PERFORMANCE REVIEW.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, ORGANIZATIONAL POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING BY THE PUBLIC AT THE ORGANIZATION'S OFFICE UPON REQUEST.
FORM 990, PART XI, LINE 9:	BAD DEBT EXPENSE -20,294. TAX PENALTY -22,300.
PART XII, LINE 2C	THE FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS FOR REVIEWING THE AUDITED FINACIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PAGE 1, SECTION B	THE ORGANIZATION COMPLETED A FINANCIAL STATEMENT AUDIT AND A SINGLE AUDIT AFTER THE ORIGINAL FILING OF THE 990. FORM 990 WAS AMENDED TO REFLECT THE FOLLOWING: PAGE 1: G: GROSS RECEIPTS- CHANGED TO $3,167,749 PAGE 3: LINE 12A: DID THE ORGANIZATION OBTAIN SEPARATE, INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THE TAX YEAR? - CHANGED TO YES PART I: LINE 8: CONTRIBUTIONS AND GRANTS- CHANGED TO $3,061,589 PART I: LINE 9: PROGRAM SERVICE REVENUE- CHANGED TO $101,896 PART I: LINE 10: INVESTMENT INCOME- CHANGED TO $-275 PART I: LINE 12: TOTAL REVENUE- CHANGED TO $3,167,208 PART I: LINE 13: GRANTS AND SIMILAR AMOUNTS PAID- CHANGED TO $705,120 PART I: LINE 15: SALARIES, OTHER COMPENSATION, EMPLOYEE BENEFITS- CHANGED TO $2,001,498 PART I: LINE 16A: TOTAL FUNDRAISING EXPENSES- CHANGED TO $48,665 PART I: LINE 17: OTHER EXPENSES- CHANGED TO $976,677 PART I: LINE 18: TOTAL EXPENSES- CHANGED TO $3,683,295 PART I: LINE 19: REVENUE LESS EXPENSES- CHANGED TO $-516,087 PART I: LINE 20: TOTAL ASSETS- CHANGED TO $796,856 PART I: LINE 21: TOTAL LIABILITIES- CHANGED TO $816,073 PART I: LINE 22: NET ASSETS OR FUND BALANCES- CHANGED TO $-19,217 PART III: LINE 4A CHANGED TO EXPENSES $771,992 PART III: LINE 4B CHANGED TO EXPENSES $666,994, INCLUDING GRANTS OF $159,644 PART III: LINE 4C CHANGED TO EXPENSES $706,369, INCLUDING GRANTS OF $211,175 PART III: LINE 4D CHANGED TO EXPENSES $619,601, INCLUDING GRANTS OF $32,018, REVENUE $101,896 PART III: LINE 4E: TOTAL PROGRAM SERVICE EXPENSES - CHANGED TO $2,764,956 PART VIII: LINE 1E: GOVERNMENT GRANTS (CONTRIBUTIONS)- CHANGED TO $2,559,666 PART VIII: LINE 1F: ALL OTHER CONTRIBUTIONS, GIFTS, GRANTS, AND SIMILAR AMOUNTS NOT INCLUDED ABOVE - CHANGED TO $501,923 PART VIII: LINE 1H: TOTAL - CHANGED TO (A) $3,061,589 PART VIII: LINE 2B: PROGRAM SERVICE FEES - CHANGED TO (A) $26,820, AND (B) $26,820 PART VIII: LINE 2C: CONTRACTS AND OTHER REVENUE - CHANGED TO (A) $9,962, AND (B) $9,962 PART VIII: LINE 2G: TOTAL - CHANGED TO (A) $101,896 PART VIII: LINE 7A: GROSS AMOUNTS FROM SALES OF ASSETS OTHER THAN INVENTORY - CHANGED TO (II) $100 PART VIII: LINE 7B: LESS: COST OR OTHER BASIS AND SALES EXPENSE - CHANGED TO (II) $375 PART VIII: LINE 7C: GAIN OR (LOSS) - CHANGED TO (II) $-275 PART VIII: LINE 7D: NET GAIN OR (LOSS) - CHANGED TO (A) $-275 AND (D) $-275 PART VIII: LINE 12: TOTAL REVENUE- CHANGED TO (A) $3,167,208, (B) $101,896, (D) $3,723 PART IX: LINE 1: GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS - CHANGED TO (A) $705,120 AND (B) $705,120 PART IX: LINE 7: OTHER SALARIES AND WAGES - CHANGED TO (A) $1,253,407, (B) $908,464 (C) $311,870, AND (D) $33,073 PART IX: LINE 8: PENSION PLAN ACCRUALS AND CONTRIBUTIONS (INCLUDE SECTION 401(K) AND 403(B) EMPLOYER CONTRIBUTIONS) - CHANGED TO (A) $35,433, (B) 24,384 (C) $10,257, AND (D) $792 PART IX: LINE 9: OTHER EMPLOYEE BENEFITS - CHANGED TO (A) $274,348, (B) $190,780, (C) $77,774, AND (D) $5,794 PART IX: LINE 10: PAYROLL TAXES - CHANGED TO (A) $110,197, (B) $78,096, (C) $29,943, AND (D) $2,158 PART IX: LINE 11B: FEES FOR SERVICES (NON-EMPLOYEES): LEGAL - CHANGED TO (B) $500, AND (C) $5,413 PART IX: LINE 11C: FEES FOR SERVICES (NON-EMPLOYEES): ACCOUNTING - CHANGED TO (B) $3,056, AND (C) $33,044 PART IX: LINE 11G: FEES FOR SERVICES (NON-EMPLOYEES): OTHER - CHANGED TO (B) $117,234, AND (C) $102,355 PART IX: LINE 12: ADVERTISING AND PROMOTION - CHANGED TO (B) 33,748, AND (C) $400 PART IX: LINE 13: OFFICE EXPENSES - CHANGED TO (A) $31,879, (B) $23,309, (C) $8,283, AND (D) $287 PART IX: LINE 14: INFORMATION TECHNOLOGY - CHANGED TO (B) $30,872, (C) $16,780, AND (D) $1,859 PART IX: LINE 16: OCCUPANCY- CHANGED TO (A) $168,710, (B) $39,505, (C) $128,771, AND (D) $434 PART IX: LINE 17: TRAVEL- CHANGED TO (A) $89,474, (B) $87,477, (C) $1,334, AND (D) $663 PART IX: LINE 19: CONFERENCES, CONVENTIONS, AND MEETINGS- CHANGED TO (B) $74,511, (C) $781, AND (D) $35 PART IX: LINE 23: INSURANCE - CHANGED TO (B) $0, AND (C) $3102 PART IX: LINE 24A: OTHER EXPENSES: EVENT EXPENSES - CHANGED TO (A) $68,148, (B) $61,716, (C) $4,897, AND (D) $1,535 PART IX: LINE 24B: OTHER EXPENSES: PROGRAM SUPPLIES - CHANGED TO (A) $50,054, (B) $50,003, AND (C) $51 PART IX: LINE 24C: OTHER EXPENSES: OTHER PROGRAM EXPENSES - CHANGED TO (A) $43,557, (B) $17,001, (C) $25,364, AND (D) $1,192 PART IX: LINE 24D: OTHER EXPENSES: HONORARIA - CHANGED TO (B) $27,941, AND (D) $0 PART IX: LINE 24C: OTHER EXPENSES: ALL OTHER EXPENSES - CHANGED TO (A) $18,001, (B) $4,215, (C) $13,740, AND (D) $46 PART IX: LINE 25: TOTAL FUNCTIONAL EXPENSES - CHANGED TO (A) $3,683,295, (B) $2,764,956, (C) $869,674, AND (D) $48,665 PART X: LINE 3: PLEDGES AND GRANTS RECEIVABLE, NET - CHANGED TO (B) $236,414 PART X: LINE 4: ACCOUNTS RECEIVABLE, NET - CHANGED TO (B) $78,254 PART X: LINE 9: PREPAID EXPENSES AND DEFERRED CHARGES - CHANGED TO (B) $148,043 PART X: LINE 10A: LAND, BUILDINGS, AND EQUIPMENT: COST OR OTHER BASIS - CHANGED TO $116,242 PART X: LINE 10B: LESS: ACCUMULATED DEPRECIATION - CHANGED TO $65,057 PART X: LINE 10C: CHANGED TO (B) $51,185 PART X: LINE 16: TOTAL ASSETS - CHANGED TO (B) $796,856 PART X: LINE 17: ACCOUNTS PAYABLE AND ACCRUED EXPENSES - CHANGED TO (B) $243,905 PART X: LINE 19: DEFERRED REVENUE - CHANGED TO (B) $0 PART X: LINE 25: OTHER LIABILITIES - CHANGED TO (B) $572,168 PART X: LINE 26: TOTAL LIABILITIES - CHANGED TO (B) $816,073 PART X: LINE 27: UNRESTRICTED NET ASSETS - CHANGED TO (B) $-283,432 PART X: LINE 28: TEMPORARILY RESTRICTED NET ASSETS - CHANGED TO (B) $264,215 PART X: LINE 33: TOTAL NET ASSETS OF FUND BALANCES - CHANGED TO (B) $-19,217 PART X: LINE 34: TOTAL LIABILITIES AND NET ASSETS/FUND BALANCES - CHANGED TO (B) $796,856 PART XI: LINE 1: TOTAL REVENUE - CHANGED TO $3,167,208 PART XI: LINE 2: TOTAL EXPENSES - CHANGED TO $3,683,295 PART XI: LINE 3: REVENUE LESS EXPENSES - CHANGED TO $-516,087 PART XI: LINE 9: OTHER CHANGES IN NET ASSETS OR FUND BALANCES - CHANGED TO $-42,594 PART XI: LINE 10: NET ASSETS OR FUND BALANCES AT END OF YEAR - CHANGED TO $-19,217 PART XII: LINE 2B: WERE THE ORGANIZATION'S FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT? - CHANGED TO YES PART XII: LINE 2C: IF "YES" TO LINE 2A OR 2B, DOES THE ORGANIZATION HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT? - CHANGED TO YES PART XII: LINE 3B: IF "YES," DID THE ORGANIZATION UNDERGO THE REQUIRED AUDIT OR AUDITS? - CHANGED TO YES SCHEDULE A: PART II: SECTION A: LINE 1: GIFTS, GRANTS, AND CONTRIBUTIONS AND MEMBERSHIP FEES RECEIVED - CHANGED TO (E) $3,061,589, AND (F) $15,367,455 SCHEDULE A: PART II: SECTION A: LINE 4: TOTAL. ADD LINES 1 THROUGH 3 - CHANGED TO (E) $3,061,589, AND (F) $15,367,455 SCHEDULE A: PART II: SECTION A: LINE 5: THE PORTION OF TOTAL CONTRIBUTIONS BY EACH PERSON (OTHER THAN A GOVERNMENTAL UNIT OR PUBLICLY SUPPORTED ORGANIZATION) INCLUDED ON LINE 1 THAT EXCEEDED 2% OF THE AMOUNT SHOWN ON LINE 11 - CHANGED TO (F) $126,030 SCHEDULE A: PART II: SECTION A: LINE 6: PUBLIC SUPPORT. SUBTRACT LINE 5 FROM LINE 4 - CHANGED TO (F) $15,241,425 SCHEDULE A: PART II: SECTION B: LINE 7: AMOUNT FROM LINE 4- CHANGED TO (E) $3,061,589, AND (F) $15,367,455 SCHEDULE A: PART II: SECTION B: LINE 11: TOTAL SUPPORT - CHANGED TO (F) $15,372,836 SCHEDULE A: PART II: SECTION B: LINE 12: GROSS RECEIPTS FROM RELATED ACTIVITIES, ETC. - CHANGED TO $101,896 SCHEDULE A: PART II: SECTION C: LINE 14: PUBLIC SUPPORT PERCENTAGE FOR 2018 - CHANGED TO 99.15% SCHEDULE B: PART I: CONTRIBUTORS: CONTRIBUTOR 3 - CENTER FOR DISEASE CONTROL AND PREVENTION (C) CHANGED TO $703,151 SCHEDULE B: PART I: CONTRIBUTORS: CONTRIBUTOR 4 - OFFICE OF ADOLESCENT HEALTH (DHHS) (C) CHANGED TO $1,439,211 SCHEDULE B: PART I: CONTRIBUTORS: CONTRIBUTOR 5 - NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES (C) CHANGED TO $372,375 SCHEDULE C: PART II-A: WAS REMOVED AS THE ORGANIZATION HAD NOT FILED FORM 5768. INFORMATION REMOVED: SCHEDULE C: PART II-A: LINE 1B: TOTAL LOBBYING EXPENDITURES TO INFLUENCE A LEGISLATIVE BODY (DIRECT LOBBYING) REMOVED (A) $33,504 SCHEDULE C: PART II-A: LINE 1C: TOTAL LOBBYING EXPENDITURES REMOVED (A) $33,504 SCHEDULE C: PART II-A: LINE 1D: OTHER EXEMPT PURPOSE EXPENDITURES REMOVED (A) $3,685,096 SCHEDULE C: PART II-A: LINE 1E: TOTAL EXEMPT PURPOSE EXPENDITURES REMOVED (A) $3,718,600 SCHEDULE C: PART II-A: LINE 1F: LOBBYING NONTAXABLE AMOUNT REMOVED (A) $335,930 SCHEDULE C: PART II-A: LINE 1G: GRASSROOTS NONTAXABLE AMOUNT REMOVED (A) $83,983 SCHEDULE C: PART II-A: LINE 2A: LOBBYING NONTAXABLE AMOUNT REMOVED (C) $331,459, (D) $335,930, AND (E) $667.389 SCHEDULE C: PART II-A: LINE 2B: LOBBYING CEILING AMOUNT REMOVED (E) 1,001,084 SCHEDULE C: PART II-A: LINE 2D: GRASSROOTS NONTAXABLE AMOUNT REMOVED (C) $0, (D) $33,504, AND (E) $33,504 SCHEDULE C: PART II-A: LINE 2E: GRASSROOT CEILING
FORM 990, PAGE 1, SECTION B CONTINUED	SCHEDULE C: PART II-B WAS COMPLETED TO SHOW LOBBYING ACTIVITY WITHOUT HAVING FILED FORM 5768. SCHEDULE C: PART IV WAS COMPLETED TO SHOW LOBBYING ACTIVITY WITHOUT HAVING FILED FORM 5768. SCHEDULE D: PART VI: LINE 1D: EQUIPMENT - CHANGED TO (B) $116,242, (C) $65,057, AND (D) $51,185 SCHEDULE D: PART VI: TOTAL- CHANGED TO (D) $51,185 SCHEDULE D: PART X: LINE 1 - CHANGED TO (A) REFUNDABLE GRANT ADVANCE, AND (B) $497,414 SCHEDULE D: PART X: LINE 1 TOTAL - CHANGED TO (B) $572,168 SCHEDULE D: PART XI: RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN: WAS ADDED TO THE RETURN. SCHEDULE D: PART XII: RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN: WAS ADDED TO THE RETURN. SCHEDULE D: PART XIII: SUPPLEMENTAL INFORMATION: WAS ADDED TO THE RETURN. SCHEDULE I: PART II: (A) ALAMANCE COUNTY DEPT OF SOCIAL SERVICES (D) $13,984 SCHEDULE I: PART II: (A) PORT HEALTH (D) $10,470 SCHEDULE I: PART II: (A) WAYNE ACTION TEAM FOR COMMUNITY HEALTH (D) $43,415 SCHEDULE I: PART II: (A) HEALTHTEAM ADVANTAGE (HTA) (D) $31,000 SCHEDULE I: PART II: (A) CICATELLI ASSOCIATES INC. (D) $45,000 SCHEDULE I: PART II: (A) CUMBERLAND COUNTY HEALTH DEPARTMENT (D) $10,3830 SCHEDULE I: PART II: (A) DUKE UNIVERSITY (D) $25,175 SCHEDULE I: PART II: (A) DURHAM COUNTY DEPT. OF PUBLIC HEALTH (D) $32,500 SCHEDULE I: PART II: (A) GRANVILLE COUNTY DEPT. OF SOCIAL SERVICES (D) $29,069 SCHEDULE I: PART II: (A) HALIFAX COUNTY DEPT. OF SOCIAL SERVICES (D) $10,572 SCHEDULE I: PART II: (A) LINCOLN COMMUNITY HEALTH CENTER (D) $56,250 SCHEDULE I: PART II: (A) PITT COUNTY DEPARTMENT OF SOCIAL SERVICES (D) $27,369 SCHEDULE I: PART II: (A) SAYSO (D) $30,000 SCHEDULE I: PART II: (A) WAKE COUNTY DEPARTMENT OF SOCIAL SERVICES (D) $29,630 SCHEDULE I: PART II: (A) WAYNE COUNTY PUBLIC SCHOOLS (D) $14,722 SCHEDULE I: PART II: (A) ALAMANCE COUNTY HEALTH DEPARTMENT (D) $75,245 WAS REMOVED. SCHEDULE I: PART II: (A) BLADEN COUNTY DEPT. OF SOCIAL SERVICES (D) $20,000 WAS REMOVED. SCHEDULE I: PART II: (A) C A I (D) $40,000 WAS REMOVED. SCHEDULE I: PART II: (A) CHILDREN'S HOME SOCIETY OF NC (D) $7,500 WAS REMOVED. SCHEDULE I: PART II: (A) THE MOSES H. CONE MEMORIAL HOSPITAL (D) $20,000 WAS REMOVED. SCHEDULE I: PART II: (A) CUMBERLAND COUNTY SCHOOLS (D) $25,789 WAS REMOVED. SCHEDULE I: PART II: (A) DURHAM COUNTY DEPT. OF SOCIAL SERVICES (D) $7,000 WAS REMOVED. SCHEDULE I: PART II: (A) DURHAM COUNTY YOUTH HOME (D) $2,000 WAS REMOVED. SCHEDULE I: PART II: (A) CITY OF GREENSBORO PARKS AND RECREATION (D) $16,000 WAS REMOVED. SCHEDULE I: PART II: (A) NORTH CAROLINA A&T STATE UNIVERSITY (D) $15,000 WAS REMOVED. SCHEDULE I: PART II: (A) PITT REGIONAL JUVENILE DETENTION CENTER (D) $20,000 WAS REMOVED. SCHEDULE I: PART II: (A) VANCE COUNTY DEPT. OF SOCIAL SERVICES (D) $15,000 WAS REMOVED. SCHEDULE I: PART II: (A) WAKE COUNTY HUMAN SERVICES 4H (D) $35,000 WAS REMOVED. SCHEDULE I: PART II: (A) OF SOCIAL SERVICES (D) $8,000 WAS REMOVED. SCHEDULE I: PART II: 2: ENTER TOTAL NUMBER OF SECTION 501(C)(3) AND GOVERNMENT ORGANIZATIONS LISTED IN THE 1 TABLE - CHANGED TO 15 SCHEDULE O: FORM 990, PART XII: LINE 2C: WAS ADDED. SCHEDULE O: FORM 990, PART XII: LINE 3B: PREVIOUSLY STATED " SHIFT NC IS WORKING WITH AN AUDIT FIRM TO COMPLETE AN AUDIT FOR FY2019; HOWEVER, THAT AUDIT IS STILL IN PROCESS AT THE TIME OF THIS FILING. AND WAS REMOVED.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,445,317	3,061,589
9	Program service revenue (Part VIII, line 2g) .........	127,208	101,896
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	0	-275
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	12,272	3,998
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	3,584,797	3,167,208
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	799,487	705,120
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,895,710	2,001,498
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 48,665
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	933,986	976,677
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,629,183	3,683,295
19	Revenue less expenses. Subtract line 18 from line 12.......	-44,386	-516,087
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	952,284	796,856
21	Total liabilities (Part X, line 26).............	412,820	816,073
22	Net assets or fund balances. Subtract line 21 from line 20.....	539,464	-19,217

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 771,992 including grants of $ 302,283 ) (Revenue $ )
	NORTH CAROLINA YOUTH CONNECTED (NCYC) IS A COMMUNITY-WIDE INITIATIVE IN CUMBERLAND AND WAYNE COUNTIES THAT SCALED UP EVIDENCE-BASED PROGRAMS AND LINKED YOUTH TO SEXUAL AND REPRODUCTIVE HEALTHCARE SERVICES IN BOTH COMMUNITIES. THE NCYC INITIATIVE TRAINED PROFESSIONALS FROM LOCAL SCHOOL DISTRICTS, COMMUNITY-BASED ORGANIZATIONS, PROJECT AREA UNIVERSITIES, HEALTH CARE PROVIDERS, FOSTER CARE AND JUVENILE JUSTICE AGENCIES TO IMPLEMENT EVIDENCE-BASED TEEN PREGNANCY PREVENTION PROGRAMS WITH 880 YOUNG PEOPLE. IN ADDITION, NCYC BROUGHT TOGETHER LEADERS FROM ACROSS SECTIONS OF BOTH COMMUNITIES TO MOBILIZE THE COMMUNITY AND LINK YOUTH TO HEALTH CARE SETTINGS. AS A RESULT, A YOUTH LEADERSHIP TEAM WAS ESTABLISHED IN EACH COUNTY.

4b	(Code: ) (Expenses $ 666,994 including grants of $ 159,644 ) (Revenue $ )
	EVERY TEEN COUNTS (ETC) IS AN INITIATIVE TO BUILD ORGANIZATIONAL AND PROGRAMMATIC CAPACITIES OF THE NC FOSTER CARE AND JUVENILE JUSTICE SYSTEMS TO IMPLEMENT EBPS WITH YOUTH. OVER THE COURSE OF YEAR, ETC STRENGTHENED THE CAPACITY OF 12 LOCAL DEPARTMENTS OF SOCIAL SERVICE AGENCIES AND JUVENILE JUSTICE PARTNERS RESULTING IN STAFF PROVIDING OVER 200 HOURS OF TRAINING AND TECHNICAL ASSISTANCE TO 19 SYSTEM PROFESSIONALS IMPLEMENTING TWO EBPS WITH APPROXIMATELY 203 JUSTICE-INVOLVED AND FOSTER CARE YOUTH THROUGHOUT THE NORTHEASTERN, EASTERN AND CENTRAL REGIONS OF THE STATE. PROJECT STAFF SUBMITTED A JOURNAL MANUSCRIPT ABOUT THE INITIATIVE TO THE JOURNAL OF AMERICAN PSYCHOLOGY.

4c	(Code: ) (Expenses $ 706,369 including grants of $ 211,175 ) (Revenue $ )
	ALL TOGETHER NOW (ATN), IS AN INITIATIVE TO PROVIDE TRAINING, TECHNICAL ASSISTANCE, AND COACHING TO HELP PUBLICLY FUNDED HEALTH CENTERS IN DURHAM, NC ADOPT BEST PRACTICES IN TEEN HEALTHCARE AND IMPROVE ACCESSIBILITY, QUALITY, AND YOUTH-CENTERED SEXUAL AND REPRODUCTIVE HEALTHCARE SERVICES. AS A RESULT, ATN DEVELOPED A COORDINATED NETWORK OF HEALTH CENTER AND YSO PARTNERS IN DURHAM COUNTY THAT RESULTED IN TEENS RECEIVING SERVICES AT PARTNER CLINICS, A 35% INCREASE IN CONTRACEPTIVE COVERAGE, AND A 20% INCREASE IN STI TESTING, COUNSELING, OR TREATMENT FOR YOUTH AGES 15-19 IN DURHAM, NC.

	(Code: ) (Expenses $ 619,601 including grants of $ 32,018 ) (Revenue $ 101,896 )
	THE HEALTHY TOMORROW ALLIANCE (HTA) IS A COLLABORATIVE OF GREENSBORO HEALTH CARE PROVIDERS, YOUTH-SERVING ORGANIZATIONS, AND THE CONE HEALTH FOUNDATION TO CONNECT YOUNG PEOPLE AND THEIR FAMILIES TO HIGH-QUALITY, TEEN-FRIENDLY HEALTH CARE SERVICES IN GREENSBORO. HTA SERVED A TOTAL OF 7 HEALTH CARE PARTNERS. STAFF COMPLETED TWELVE PRESENTATIONS WITH YOUTH-SERVING ORGANIZATIONS (YSOS), IN ADDITION TO ONE PRESENTATION, TWO COMMUNITY EVENTS REACHING 900 TEENS, PARENTS/GUARDIANS, AND COMMUNITY MEMBERS. NINE TRAININGS WERE FACILITATED WITH A TOTAL OF 128 CLINIC STAFF TO SUPPORT IMPROVEMENT. DIGITAL COMMUNICATIONS TARGETED 15-19-YEAR-OLDS VIA FACEBOOK (FB) AND INSTAGRAM. A CLINIC LOCATOR LANDING PAGE WAS CREATED AND LAUNCHED TO INCREASE WEBSITE ENGAGEMENT. FB COMMUNICATIONS RESULTED IN APPROXIMATELY 16,331 PAGEVIEWS AND AN AVERAGE PLAYBOOK BOUNCE RATE OF 40%, SUGGESTING VIEWERS STAY ON THE WEBSITE FOR A SIGNIFICANT AMOUNT OF TIME BEFORE LEAVING. WE CREATED VIDEO AND GALLERY ADS FOR INSTAGRAM, RESULTING IN 23,911 VIEWS OF THE VIDEO AD AND 21,608 VIEWS OF THE GALLERY AD BY THE TARGET POPULATION.HIGH POINT ACCESS (HPA) IS A COLLABORATION WITH GUILFORD COUNTY DHHS (HIGH POINT), YOUTH SERVING ORGANIZATIONS, AND THE FOUNDATION FOR A HEALTHY HIGH POINT TO INCREASE THE NUMBER OF HIGH POINT TEENS, AGES 15-19, WHO ACCESS QUALITY SEXUAL AND REPRODUCTIVE HEALTH SERVICES AND THE FULL RANGE OF CONTRACEPTIVE METHODS, INCLUDING LONG-ACTING REVERSIBLE CONTRACEPTIVES (LARC), RESULTING IN A DECREASED TEEN PREGNANCY RATE IN HIGH POINT, NC. SHIFT NC HAS PARTNERED WITH THE HEALTH DEPARTMENT TO ESTABLISH THE JUSTTEENS HIGH (JTHP) TEEN-FOCUSED CLINIC AND TO TRAIN STAFF IN TEEN-FRIENDLY BEST PRACTICES. TO DATE, JTHP HAS CREATED A TEEN-FRIENDLY, TEENS-ONLY WAITING AREA AND IMPLEMENTED OTHER BEST PRACTICES FOR TEEN-FOCUSED SEXUAL HEALTH CARE, WHICH INCLUDE: SAME DAY APPOINTMENTS WITH TIME ALONE WITH A PROVIDER; FREE OR LOW-COST SERVICES; AND SAME-DAY CONTRACEPTIVE COUNSELING AND METHOD PROVISION, IF DESIRED BY THE ADOLESCENT PATIENT. SHIFT NC HAS CONDUCTED TWO TEEN CLIENT SURVEY AND ONE ROOM STUDY ASSESSMENT/MONITORING TOOLS WITH JUSTTEENS HIGH POINT SINCE JANUARY 2018. A TOTAL OF 32 YOUTH ATTENDED A COMMUNITY OUTREACH EVENT TO LEARN MORE ABOUT JUSTTEEN'S CLINICS' SEXUAL AND ADOLESCENT HEALTH SERVICES AND MEET SOME OF KEY STAFF MEMBERS. A TOTAL OF 282 UNDUPLICATED YOUNG PEOPLE ACCESSED SEXUAL AND REPRODUCTIVE HEALTH SERVICES AT JUSTTEENS. JUSTTEENS CONTINUES TO REACH AND EXCEED BENCHMARKS FOR CONTRACEPTIVE COVERAGE AND LARC PROVISION. FOR THE LAUGHING GULL FOUNDATION, SHIFT NC WORKED ON THREE COMPONENTS TO CONTINUE TO PARTNER WITH SCHOOL DISTRICTS TO CREATE AND SUSTAIN EDUCATIONAL ENVIRONMENTS THAT AFFIRM LGBTQ YOUNG PEOPLE. - GATHERED QUALITATIVE INFORMATION FROM LGBTQ STUDENTS TO ENSURE WE ARE CENTERING THEIR NEEDS AND LIVED EXPERIENCES AS WE CONTINUE TO DEVELOP THIS WORK; - OFFERED PROFESSIONAL DEVELOPMENT TRAINING ON KEEPING LGBTQ YOUTH SAFER IN SCHOOLS TO DISTRICTS WHO HAVE NOT YET RECEIVED THIS TRAINING; - SUPPORTED HIGHLY-TRAINED DISTRICTS IN GRADUATING AND SCALING UP THIS WORK TO INCREASE SAFETY AND SUPPORT OF LGBTQ STUDENTS.OVERALL, SHIFT NC SERVED 79 PROFESSIONALS AND 17 YOUTH. TEEN PREGNANCY PREVENTION INITIATIVES (TPPI), THROUGH THIS FUNDING SHIFT NC PROVIDE INFORMATION, EDUCATION, RESOURCES, CONSULTATION AND TRAINING TO PROFESSIONALS AND STAKEHOLDERS WORKING TO REDUCE TEEN PREGNANCY IN THE STATE, SERVING 618 PROFESSIONALS THROUGH IN-PERSON TRAININGS, WEBINARS, OUR ANNUAL CONFERENCE AND STATE OF ADOLESCENT HEALTH PROGRAM. WE ALSO PROVIDED TECHNICAL ASSISTANCE TO 5 AGENCIES, DISTRIBUTED OUR DIGITAL MONTHLY NEWSLETTERS TO AN AVERAGE OF 2,400 PEOPLE, AND DEVELOPED A STRATEGY AND MATERIALS FOR A DUAL METHOD CAMPAIGN. AT THE END OF THE GRANT PERIOD MATERIALS HAD NOT YET BEEN DISTRIBUTED.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 619,601 including grants of $ 32,018 ) (Revenue $ 101,896 )
4e	Total program service expenses2,764,956

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	366,553	0	36,677

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1	Briefly describe the organization’s mission or most significant activities: LEADING NORTH CAROLINA TO IMPROVE ADOLESCENT AND YOUNG ADULT SEXUAL HEALTH.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	11
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	11
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	30
6	Total number of volunteers (estimate if necessary) .............	6	14
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	2,559,666

f	All other contributions, gifts, grants, and similar amounts not included above		1f	501,923

g	Noncash contributions included in lines 1a - 1f:$
h Total. Add lines 1a-1f.......		3,061,589

		Business Code
2a	CONFERENCE REVENUE	611710	65,114	65,114
b	PROGRAM SERVICE FEES	611710	26,820	26,820
c	CONTRACT AND OTHER REV	611710	9,962	9,962
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f ....		101,896

3 Investment income (including dividends, interest, and othersimilar amounts) ......
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss)......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	100
b	Less: cost or other basis and sales expenses	375
c	Gain or (loss)	-275
d	Net gain or (loss).....			-275			-275
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a		4,164
b	Less: direct expenses ...b		166
c	Net income or (loss) from fundraising events..			3,998			3,998
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			3,167,208	101,896	0	3,723

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	705,120	705,120
2	Grants and other assistance to domestic individuals. See Part IV, line 22
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	328,113	253,520	74,472	121
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	1,253,407	908,464	311,870	33,073
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	35,433	24,384	10,257	792
9	Other employee benefits .......	274,348	190,780	77,774	5,794
10	Payroll taxes ...........	110,197	78,096	29,943	2,158
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	5,913	500	5,413
c	Accounting ...........	36,100	3,056	33,044
d	Lobbying ...........	33,504	33,504
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	219,589	117,234	102,355
12	Advertising and promotion ....	34,824	33,748	400	676
13	Office expenses .......	31,879	23,309	8,283	287
14	Information technology ......	49,511	30,872	16,780	1,859
15	Royalties ..
16	Occupancy ...........	168,710	39,505	128,771	434
17	Travel ............	89,474	87,477	1,334	663
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	75,327	74,511	781	35
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	21,043		21,043
23	Insurance ...	3,102		3,102
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	EVENT EXPENSES	68,148	61,716	4,897	1,535
b	PROGRAM SUPPLIES	50,054	50,003	51
c	OTHER PROGRAM EXPENSE	43,557	17,001	25,364	1,192
d	HONORARIA	27,941	27,941
e	All other expenses	18,001	4,215	13,740	46
25	Total functional expenses. Add lines 1 through 24e	3,683,295	2,764,956	869,674	48,665
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			352,415	1	98,915
2	Savings and temporary cash investments .........			222,465	2	176,543
3	Pledges and grants receivable, net ......			268,173	3	236,414
4	Accounts receivable, net .............			9,805	4	78,254
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
					6
7	Notes and loans receivable, net ....				7
8	Inventories for sale or use ........				8
9	Prepaid expenses and deferred charges ......			25,270	9	148,043
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	116,242
b	Less: accumulated depreciation	10b	65,057	66,654	10c	51,185
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			7,502	15	7,502
16	Total assets. Add lines 1 through 15 (must equal line 34)...			952,284	16	796,856

17	Accounts payable and accrued expenses .....	164,120	17	243,905
18	Grants payable ...		18
19	Deferred revenue .........	94,724	19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	153,976	25	572,168
26	Total liabilities. Add lines 17 through 25..	412,820	26	816,073

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	241,292	27	-283,432
28	Temporarily restricted net assets ...........	298,172	28	264,215
29	Permanently restricted net assets		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	539,464	33	-19,217
34	Total liabilities and net assets/fund balances ........	952,284	34	796,856