Nonprofit · EIN 47-5634044
SHIFT EDUCATION
Tax-exempt · GREENSBORO, NC 27401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,946,857 | $6,012,298 | -$1,065,441 | $7,681,027 | $1,160,212 | $6,520,815 |
| June 30, 2024 | 990 | $5,450,134 | $3,673,053 | $1,777,081 | $8,984,885 | $1,130,734 | $7,854,151 |
| June 30, 2023 | 990 | $8,208,298 | $2,943,892 | $5,264,406 | $6,759,515 | $705,487 | $6,054,028 |
| June 30, 2022 | 990 | $705,031 | $1,369,693 | -$664,662 | $860,878 | $71,256 | $789,622 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,777,156
- of which government grants
- $235,453
- Program service revenue
- $0
- Investment income
- $198,314
- Net gain from sales of assets
- $57,827
- Net income from fundraising events
- -$28,613
- Other revenue
- -$28,613
Expenses
- Grants and similar amounts paid
- $508,841
- Compensation of officers, directors and key employees
- $340,098
- Other salaries and wages
- $1,524,056
- Salaries, compensation and benefits (total)
- $2,162,044
- Professional fundraising fees
- $0
- Legal fees
- $960
- Accounting fees
- $78,290
- Occupancy
- $211,682
- Travel
- $65,626
- Depreciation
- $53,197
- Program services (functional)
- $5,067,366
- Management and general (functional)
- $646,770
- Fundraising (functional)
- $298,162
Balance sheet and other
- Total assets, start of year
- $8,984,885
- Total assets, end of year
- $7,681,027
- Total liabilities, end of year
- $1,160,212
- Net assets, end of year
- $6,520,815
- Land, buildings and equipment
- $135,589
- Publicly traded securities
- $3,195,544
- Net assets without donor restrictions
- $3,911,441
- Net assets with donor restrictions
- $2,609,374
- Gross receipts
- $8,029,391
- Employees
- 23
- Volunteers
- 100
- Year formed
- 2015
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WENDY POTEAT | PRESIDENT & CEO Officer | 55 | $403,134 | $8,613 |
| AMANDA ROSEMANN | CHIEF IMPACT OFFICER Highest-paid employee | 50 | $293,213 | $16,780 |
| BOBBY LONG | BOARD CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LOUISE BRADY | BOARD CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEVE RUSSELL | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LAUREN MITCHELL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CHARTARRA JOYNER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| COURTNEY BENFIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIA BURGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TREY DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAKKI DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN ENGLAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL HALFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYRIL JEFFERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL JONES | DIRECTOR Trustee or director | 1 | $0 |
| JAYMI LAGUARDIA | DIRECTOR Trustee or director | 1 | $0 |
| PAUL LESSARD | DIRECTOR Trustee or director | 1 | $0 |
| ALICE MOORE | DIRECTOR Trustee or director | 1 | $0 |
| DR WHITNEY OAKLEY | DIRECTOR Trustee or director | 1 | $0 |
| DR KIMBERLY STEINKE | DIRECTOR Trustee or director | 1 | $0 |
| WALKER SANDERS | DIRECTOR Trustee or director | 1 | $0 |
| DAWN SPENCER | DIRECTOR Trustee or director | 1 | $0 |
| ASANTA ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE SCHNEIDER | DIRECTOR Trustee or director | 1 | $0 |
| DANNY GATLING | DIRECTOR Trustee or director | 1 | $0 |
| MARTIN ACEVENDO | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM LANEY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WENDY POTEAT | PRESIDENT & CEO Officer | 55 | $286,899 | $14,036 |
| AMANDA ROSEMANN | CHIEF IMPACT OFFICER Highest-paid employee | 50 | $173,932 | $10,589 |
| BOBBY LONG | BOARD CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LOUISE BRADY | BOARD CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEVE RUSSELL | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LAUREN MITCHELL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CHARTARRA JOYNER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| COURTNEY BENFIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIA BURGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TREY DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAKKI DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN ENGLAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL HALFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYRIL JEFFERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAYMI LAGUARDIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL LESSARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALICE MOORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR WHITNEY OAKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR KIMBERLY STEINKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WALKER SANDERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAWN SPENCER | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WENDY POTEAT | PRESIDENT & CEO Officer | 40 | $286,899 | $11,249 |
| AMANDA ROSEMANN | CHIEF IMPACT OFFICER Highest-paid employee | 40 | $173,932 | $10,589 |
| ALICE MOORE | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LARRY CZARDA | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MILDRED O POOLE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CHARTARRA JOYNER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LOUISE BRADY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TREY DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAKKI DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN DUNCAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN ENGLAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL HALFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYRIL JEFFERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIE KEA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHY KNOWLES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM LANEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL LESSARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOBBY LONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAUREN MITCHELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MINDY OAKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR WHITNEY OAKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COURTNEY PAYNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT POMPEY JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOMINICK ROBINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE RUSSELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WALKER SANDERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PENNY SIMMONS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAWN SPENCER | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2022: 28 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY POTEAT | CEO/PRESIDEN Trustee or director, Officer | 40 | $138,894 |
| DR NORA CARR | BOARD MEMBER Trustee or director | 1 | $0 |
| LARRY CZARDA | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| ALAN DUNCAN | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM LANEY | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL LESSARD | BOARD MEMBER Trustee or director | 1 | $0 |
| MINDY OAKLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| MILDRED POOLE | SECRETARY Trustee or director, Officer | 2 | $0 |
| ROBERT POMPEY | TREASURER Trustee or director, Officer | 2 | $0 |
| WALKER SANDERS | BOARD MEMBER Trustee or director | 1 | $0 |
| JAKKI DAVIS | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN ENGLAR | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE RUSSELL | BOARD MEMBER Trustee or director | 1 | $0 |
| PENNY SIMMONS | BOARD MEMBER Trustee or director | 1 | $0 |
| ALICE MOORE | CHAIRPERSON Trustee or director, Officer | 3 | $0 |
| CYRIL JEFFERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| NATHANIEL DAVIS | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARTARRA JOYNER | BOARD MEMBER Trustee or director | 1 | $0 |
| DAWN SPENCER | BOARD MEMBER Trustee or director | 1 | $0 |
| LAUREN MILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL HALFORD | BOARD MEMBER Trustee or director | 1 | $0 |
| COURTNEY PAYNE | BOARD MEMBER Trustee or director | 1 | $0 |
| JASON JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| DOMINICK ROBINSON | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIE KEA | BOARD MEMBER Trustee or director | 1 | $0 |
| ANN BUSBY | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER BOWDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| SHARON CONTRERAS | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 125 S ELM ST STE 500, GREENSBORO, NC 27401-2686
- In care of
- % WENDY POTEAT
- Principal officer (990 for 2024)
- WENDY POTEAT, 125 S ELM STREET 500, GREENSBORO, NC 27401
- Signed the 990
- WENDY POTEAT, PRESIDENT & CEO
- Phone
- (336) 814-2233
- Website
- SHIFT-ED.ORG
- Return prepared by
- BERNARD ROBINSON & COMPANY LLP
Mission
SHIFT_ED IS A 501(C)(3) NONPROFIT ORGANIZATION WHOSE MISSION IS TO BOLDLY ACCELERATE STUDENT POTENTIAL. OUR CONTINUUM OF EDUCATIONAL PROGRAMS SPANS FROM KINDERGARTEN TO CAREER, WITH INITIATIVES THAT ARE EVIDENCE-BASED. WE PARTNER CLOSELY WITH GUILFORD COUNTY SCHOOLS TO PROVIDE THOUSANDS OF HOURS OF TUTORING, APTITUDE ASSESSMENTS, COLLEGE PREP WORKSHOPS, AND CAREER EXPLORATION PROGRAMMING TO STUDENTS.
Program accomplishments
- REVENUE IS RECEIVED FROM LOCAL GRANTS SPECIFICALLY DIRECTED TO THE ORGANIZAITON. THE ORGANIZATION DISTRIBUTES TUITION ASSISTANCE TO LOCAL STUDENTS FOR LAST DOLLAR SCHOLARSHIPS.Expenses $5,067,366 · grants $508,841
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-5634044
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $7,681,027
- Income (IRS master file)
- $8,029,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,946,857 | $6,012,298 | $7,681,027 | IRS |
| 990 | June 2024 | $5,450,134 | $3,673,053 | $8,984,885 | IRS |
| 990 | June 2023 | $8,208,298 | $2,943,892 | $6,759,515 | XML |
| 990 | June 2022 | $705,031 | $1,369,693 | $860,878 | XML |
| 990 | December 2021 | $2,547,055 | $2,248,624 | $1,453,178 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5634044).
Questions about SHIFT EDUCATION
- What is the EIN of SHIFT EDUCATION?
- The employer identification number (EIN) of SHIFT EDUCATION is 47-5634044.
- Is SHIFT EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SHIFT EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHIFT EDUCATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHIFT EDUCATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHIFT EDUCATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SHIFT EDUCATION?
- The 990 for the year ended June 30, 2025 names WENDY POTEAT.
- Who are the officers and directors of SHIFT EDUCATION?
- The 990 for the year ended June 30, 2025 lists 28 people; 2 received compensation from the organization, the highest $403,134 (WENDY POTEAT, PRESIDENT & CEO).
- How much revenue does SHIFT EDUCATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,946,857, expenses of $6,012,298 and total assets of $7,681,027 at year end.
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