NEXTSTEP FOR LIFE INC

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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

1980

Legal Domicile

Principal Officer

DOUGLAS PRIEFER

Phone

6362824400

Tax Period

2021-07-01 to 2022-06-30

NEXTSTEP FOR LIFE INC, founded in 1980, is a community nonprofit that reported $6.6M in total revenue in fiscal year 2021. Revenue decreased 17% compared to the prior year. Expenses of $6.2M left a modest 6% surplus.

Mission

PART I, LINE 1, & PART III, LINE 1: THE MISSION OF NEXTSTEP FOR LIFE, INC. IS TO PROVIDE AN ARRAY OF SERVICES THAT ASSIST INDIVIDUALS WITH DISABILITIES TO LIVE FULFILLED LIVES. THOSE SUPPORTS INCLUDE RESIDENTIAL HABILITATION, COMMUNITY INTEGRATION, VOCATIONAL REHABILITATION, AND FAMILY SUPPORTS/LEISURE SERVICES.

Program Service Accomplishments

Program 1

Expenses: $2,744,230 Revenue: $3,292,401

RESIDENTIAL SERVICES OFFERS THE OPPORTUNITY TO LEARN INDEPENDENT LIVING SKILLS IN A CARING ENVIRONMENT. 21 PEOPLE RECEIVE RESIDENTIAL HABILITATION SUPPORTS IN SETTINGS THAT RANGE FROM 10 HOURS PER...

RESIDENTIAL SERVICES OFFERS THE OPPORTUNITY TO LEARN INDEPENDENT LIVING SKILLS IN A CARING ENVIRONMENT. 21 PEOPLE RECEIVE RESIDENTIAL HABILITATION SUPPORTS IN SETTINGS THAT RANGE FROM 10 HOURS PER WEEK TO 24/7 OVERSIGHT.

Program 2

Expenses: $592,400 Revenue: $972,150

COMMUNITY SUPPORTS INCLUDES ADULT DAY HABILITATION (GROUP AND INDIVIDUAL). THE GOAL IS TO HELP INDIVIDUALS ACCESS COMMUNITY RESOURCES, DEVELOP NATURAL SUPPORTS, AND PLAY VALUED ROLES IN THEIR...

COMMUNITY SUPPORTS INCLUDES ADULT DAY HABILITATION (GROUP AND INDIVIDUAL). THE GOAL IS TO HELP INDIVIDUALS ACCESS COMMUNITY RESOURCES, DEVELOP NATURAL SUPPORTS, AND PLAY VALUED ROLES IN THEIR COMMUNITY. 44 PEOPLE RECEIVED GROUP DAY HABILIATION SUPPORTS.

Program 3

Expenses: $1,099,927 Revenue: $1,333,747

EMPLOYMENT SERVICES IS A COMPREHNSIVE VOCATIONAL REHABILITATION FACILITY PROVIDING EMPLOYMENT RELATED SERVICES INCLUDING EVALUATION, ASSESSMENT, PLACEMENT, AND COACHING. 327 PEOPLE RECEIVED THESE...

EMPLOYMENT SERVICES IS A COMPREHNSIVE VOCATIONAL REHABILITATION FACILITY PROVIDING EMPLOYMENT RELATED SERVICES INCLUDING EVALUATION, ASSESSMENT, PLACEMENT, AND COACHING. 327 PEOPLE RECEIVED THESE SUPPORTS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $227,413

Program Service Revenue $6,343,505

Investment Income $5,375

Other Revenue $389

TOTAL REVENUE $6,576,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,821,139

Fundraising Expenses $55,376

Program Expenses $4,903,878

Other Expenses $1,336,950

TOTAL EXPENSES $6,158,089

Year-over-Year Comparison

	2021	2020	Change
Revenue	$6,576,682	$7,880,828	-0.2%
Expenses	$6,158,089	$6,026,031	+0.0%
Net Income	$418,593	$1,854,797	-0.8%

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

194

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
JENNIFER WOOLDRIDGE	EXECUTIVE DI	40.00	Highest	$131,915	$0	$131,915
DENISE DIX	DIRECTOR	1.00	Director	$0	$0	$0
DENISE KIST	DIRECTOR	1.00	Director	$0	$0	$0
PAM LAPLANT	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER LAIBEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LAMPING	CHAIR	1.00	Officer Director	$0	$0	$0
AMANDA MANGE	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
JOHANNA MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
MATT OTT	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT SOUDERS	MEMBER AT LA	1.00	Officer Director	$0	$0	$0
DENNIS TESREAU	DIRECTOR	1.00	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
2022	$6,576,682	$6,158,089	$5,154,824	$418,593
2021	$7,880,828	$6,026,031	$5,042,730	$1,854,797
2020	$6,820,273	$6,746,451	$4,144,621	$73,822
2019	$7,033,987	$7,197,754	$2,967,964	$-163,767
2018	$7,660,665	$7,537,257	$3,103,306	$123,408