NEXT TEN (EIN 202279217) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

F NOEL PERRY

Phone

4159570202

Tax Period

2023-01-01 to 2023-12-31

NEXT TEN, founded in 2005, is a small nonprofit in the Public & Societal Benefit sector that reported $759K in total revenue in fiscal year 2023. Expenses of $714K left a modest 6% surplus.

Mission

NEXT TEN IS AN INDEPENDENT NONPARTISAN ORGANIZATION THAT EDUCATES, ENGAGES, AND EMPOWERS CALIFORNIANS TO IMPROVE THE STATE'S FUTURE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $759,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $759,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $378,567

Fundraising Expenses $0

Program Expenses $527,114

Other Expenses $335,035

TOTAL EXPENSES $713,602

Year-over-Year Comparison

	2023	2022	Change
Revenue	$759,000	$795,000	0.0%
Expenses	$713,602	$872,516	-0.2%
Net Income	$45,398	$-77,516	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$153,107

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
F NOEL PERRY	PRESIDENT/DIRECTOR	30.00	Officer Director	$0	$0	$0
JOANNE ROWNING	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
OLIVER CRARY	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
MARCIA PERRY	CFO	40.00	Officer	$138,424	$14,683	$153,107

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$759,000	$713,602	$1,342,782	$45,398
2022	$795,000	$872,516	$1,297,380	$-77,516
2021	$1,011,234	$935,445	$1,351,948	$75,789
2020	$796,523	$943,124	$1,275,625	$-146,601
2019	$1,035,907	$897,930	$1,419,588	$137,977
2018	$1,132,500	$1,153,581	$1,284,299	$-21,081

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