THE NEXT GENERATION OF GIVING AND PHILANTHROPY INC (EIN 263746294) - 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

2008

Legal Domicile

Principal Officer

DAVE L ALDRICH

Phone

7818645758

Tax Period

2017-06-01 to 2018-05-31

THE NEXT GENERATION OF GIVING AND PHILANTHROPY INC, founded in 2008, is a small nonprofit in the Education sector that reported $195K in total revenue in fiscal year 2017. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $51K, a strong 26% operating margin.

Mission

A GENUINE AND COMMON SENSE APPROACH BUILDING A FOUNDATION OF LEADERSHIP, ETHICS, PURPOSE AND PHILANTHROPY. WE INVEST OUR KNOWLEDGE IN THE YOUTH OF AMERICA THROUGH SUMMER INSTITUTES, ON CAMPUS PRESENTATIONS, AND MENTORING PROGRAMS. THE SUMMER INSTITUTES ARE A BALANCE OF ACADEMICS, SITE VISITS, PRESENTATIONS BY NON-PROFIT LEADERS, EDUCATORS, BUSINESS PEOPLE AND ENTREPRENEURS. OUR GOAL IS FOR PARTICIPANTS TO LEAVE WITH A NEW-FOUND SENSE OF AWARENESS, PURPOSE, VISION AND THE NON-COGNITIVE SKILLS FOR LIFE.

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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 (2017)

Revenue Breakdown

Contributions & Grants $167,337

Program Service Revenue $27,839

Investment Income $26

Other Revenue $0

TOTAL REVENUE $195,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $137,089

Other Expenses $143,765

TOTAL EXPENSES $143,765

Year-over-Year Comparison

	2017	2016	Change
Revenue	$195,202	$220,921	-0.1%
Expenses	$143,765	$223,789	-0.4%
Net Income	$51,437	$-2,868	-18.9%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT GORDON	DIRECTOR	1.00	Director	$0	$0	$0
PAT BASSETT	DIRECTOR	1.00	Director	$0	$0	$0
KATE OVERBECK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SCHERVISH	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS OWEN	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE M ISDALE JR	PRESIDENT/TREASURER	1.00	Officer Director	$0	$0	$0
DAVE ALDRICH	FOUNDER AND CEO/CLERK	60.00	Officer Director	$0	$0	$0

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
2018	$195,202	$143,765	$74,366	$51,437

THE NEXT GENERATION OF GIVING AND PHILANTHROPY INC