North East Exchange Team - San Francisco

EIN: 800476158 501(c)(3) Human Services

San Francisco, CA

Total Revenue
$952,226
Total Expenses
$824,711
Total Assets
$596,032
Net Assets
$559,325
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
CA
Principal Officer
Gail Switzer
Phone
4152189271
Tax Period
2025-01-01 to 2025-12-31

North East Exchange Team - San Francisco, founded in 2009, is a small nonprofit in the Human Services sector that reported $952K in total revenue in fiscal year 2025. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $825K left a modest 13% surplus.

Mission

NEXT Village is a neighborhood nonprofit providing services, support, and educational and social activities that empower members to live more independent and enriched lives in their own homes as they age.

Program Service Accomplishments

Program 1
Expenses: $238,698

Village Program -ln 2025, NEXT Village SFs membership count passed the 300 marks for the first time with 329 members during the year. The most active Village program was the over 4,400 services and...

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Village Program -ln 2025, NEXT Village SFs membership count passed the 300 marks for the first time with 329 members during the year. The most active Village program was the over 4,400 services and support to members, largely provided by trained volunteers in response to almost 2,400 service requests. These included friendly phone calls; in-person friendly visits; transportation for grocery shopping, picking up prescriptions or getting to activities; technical support; friendship and companionship; walking partners; help with chores and much more. In 2025, NEXT Village SF provided over 1,000 social, cultural, educational events, and activities, mostly live but also on Zoom.

Program 2
Expenses: $181,281

D2U Program is a combination of Zoom and live programs. D2U is a program funded by the San Francisco Dignity Fund through the San Francisco Department of Disability and Aging Services (DAS) since...

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D2U Program is a combination of Zoom and live programs. D2U is a program funded by the San Francisco Dignity Fund through the San Francisco Department of Disability and Aging Services (DAS) since 2020. It was funded after a study revealed that the District 2 Supervisorial District in San Francisco had among the lowest number of social and educational services per senior population of all the districts in San Francisco. Therefore, the mission for this program is to provide educational, cultural and social activities for seniors in District 2. In 2025, NEXT Village SFs D2U program served over 100 seniors from District 2 and many of them attended multiple programs on a regular basis. D2U staff programmed over 360 events for over 500 hours of events during the year with over 500 unduplicated seniors attending these events. D2U events had over 2,800 attendances including duplicate attendees.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $897,000
Program Service Revenue $34,947
Investment Income $10,346
Other Revenue $9,933
TOTAL REVENUE $952,226

Expense Breakdown

Grants Paid $0
Salaries & Benefits $494,102
Fundraising Expenses $104,347
Program Expenses $419,979
Other Expenses $330,609
TOTAL EXPENSES $824,711

Year-over-Year Comparison

2025 2024 Change
Revenue $952,226 $662,833 +0.4%
Expenses $824,711 $630,562 +0.3%
Net Income $127,515 $32,271 +3.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
7
Volunteers
308

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
4
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jacqueline Zimmer Jones Executive Director 40.00
Highest
$127,072 $0 $127,072
Donna Booher D2U Program Director 40.00
Highest
$107,968 $0 $107,968
Gail Switzer Treasurer 20.00
Officer Director
$0 $0 $0
Janet Crane Chair 30.00
Officer Director
$0 $0 $0
Kim Rotchy Vice Chair 10.00
Officer Director
$0 $0 $0
Christy Gritton Secretary 2.00
Officer Director
$0 $0 $0
Howard Wong API Liason 3.00
Director
$0 $0 $0
Liz Westover Board Member 2.00
Director
$0 $0 $0
Teddy Kramer Board Member 1.00
Director
$0 $0 $0
Logan Sepich Board Member 3.00
Director
$0 $0 $0
Nicole Henderson Board Member 3.00
Director
$0 $0 $0
Ekaterina Martynova Board Member 3.00
Director
$0 $0 $0
Anne Ording Board Member 4.00
Director
$0 $0 $0
Harrison Ravazzolo Board Member 2.00
Director
$0 $0 $0
Ovid Jacob Board Member 3.00
Director
$0 $0 $0
Pooja Naik Board Member 3.00
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
2025 $952,226 $824,711 $596,032 $127,515
2024 $662,833 $630,562 $464,490 $32,271
2023 $548,534 $567,763 $451,220 $-19,229
2022 $555,225 $492,421 $418,518 $62,804
2021 $525,736 $458,965 $359,473 $66,771
2020 $607,552 $416,817 $288,844 $190,735
2019 $274,389 $246,396 $98,240 $27,993
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