NEXT TEN

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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 FOCUSED ON INNOVATION AND THE INTERSECTION BETWEEN THE ECONOMY, THE ENVIRONMENT, AND QUALITY OF LIFE ISSUES FOR ALL CALIFORNIANS. WE PROVIDE CRITICAL DATA TO HELP INFORM THE STATE'S EFFORTS TO GROW THE ECONOMY AND REDUCE GLOBAL WARMING EMISSIONS. NEXT TEN ENVISIONS AN EDUCATED AND ENGAGED ELECTORATE THAT MAKES INFORMED DECISIONS ABOUT AND PARTICIPATES ACTIVELY IN ISSUES IMPORTANT TO CALIFORNIA'S FUTURE. NEXT TEN WORKS TO ACHIEVE THIS VISION BY:- COMMISSIONING RESEARCH FROM LEADING EXPERTS ON COMPLEX STATE ISSUES.- CREATING AND COMMUNICATING HIGHLY ACCESSIBLE INFORMATION THROUGH A PORTFOLIO OF NONPARTISAN EDUCATIONAL MATERIALS.- EMPLOYING INNOVATIVE "OUT OF THE BOX" MEANS OF ENGAGEMENT TO ENSURE ALL CALIFORNIANS HAVE ACCESS TO THE POLITICAL PROCESS.

Program Service Accomplishments

Program 1

Expenses: $235,673

CALIFORNIA GREEN INNOVATION INDEX: A REPORT BY NEXT TEN THAT ANALYZES KEY ECONOMIC AND ENVIRONMENTAL INDICATORS TO HELP US BETTER UNDERSTAND THE ROLE GREEN INNOVATION PLAYS IN REDUCING GREENHOUSE GAS EMISSIONS THAT CAUSE GLOBAL WARMING WHILE GROWING OUR ECONOMY. NEXT TEN'S CURRENT INTENTIONS ARE TO CONTINUE TO FOLLOW THESE INDICATORS OVER THE NEXT SEVERAL YEARS AND IT ALSO CONTINUES TO INCLUDE INDICATORS FOR THE TOP 50 COUNTRIES IN THE WORLD. THIS WAS THE 15TH EDITION.

Program 2

Expenses: $151,214

GETTING TO IMPLEMENTATION: THE STATUS OF LOCAL CLIMATE ACTION IN CALIFORNIA: NOV 2023. THIS FREE REPORT WAS A RESEARCH EFFORT LED BY LOUISE BEDSWORTH AND HANNA PAYNE AT CLEE (CENTER FOR LAW ENERGY, & THE ENVIRONMENT), IN PARTNERSHIP WITH ILG (INSTITUTE FOR LOCAL GOVERNMENT), TO COMPREHENSIVELY SURVEY AND ASSESS THE STATE LOCAL CLIMATE ACTION IN CALIFORNIA. OVER THE PAST DECADE+, CITY AND STATE ACTION HAS DRIVEN MORE AGGRESSIVE CLIMATE ACTION.

Program 3

Expenses: $125,915

CLIMATE ADAPTIVE URBANISM FOR THE SAN FRANCISCO BAYSHORE: SUMMER & FALL 2024. THIS RESEARCH EFFORT IS BEING LED BY PROFESSOR ZACHARY LAMB AND PROFESSOR ROB OLSHANSKY AT UC BERKELEY. THIS PROJECT WILL AIM TO EXPAND THE REALMS OF POSSIBLE ADAPTIVE URBANIZATION FOR THE BAY AREA AND BEYOND. BY CENTERING PROPERTY REGIMES THAT ARE ECOLOGICALLY-ADAPTIVE AND SUPPORTIVE OF COLLECTIVE ACTION, THE RESEARCHERS HOPE TO MAKE ALTERNATIVE APPROACHES TO PROPERTY CENTRAL TO EQUITY-CENTERED ADAPTATION PLANNING IN THE REGION. WE RECEIVED THE FIRST DRAFT IN MAY 2024 AND WILL RELEASE THE FINAL FREE REPORT IN FALL 2024.

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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