North East Exchange Team - San Francisco

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

San Francisco, CA

Total Revenue
$662,833
Total Expenses
$630,562
Total Assets
$464,490
Net Assets
$431,810
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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
2009
Legal Domicile
CA
Principal Officer
Gail Switzer
Phone
4152189271
Tax Period
2024-01-01 to 2024-12-31

North East Exchange Team - San Francisco, founded in 2009, is a small nonprofit in the Human Services sector that reported $663K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $631K left a modest 5% 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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $610,984
Program Service Revenue $29,273
Investment Income $10,114
Other Revenue $12,462
TOTAL REVENUE $662,833

Expense Breakdown

Grants Paid $0
Salaries & Benefits $453,749
Fundraising Expenses $109,397
Program Expenses $297,096
Other Expenses $176,813
TOTAL EXPENSES $630,562

Year-over-Year Comparison

2024 2023 Change
Revenue $662,833 $548,534 +0.2%
Expenses $630,562 $567,763 +0.1%
Net Income $32,271 $-19,229 -2.7%
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

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Governance

Voting Members
11
Independent Members
11
Employees
8
Volunteers
153

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
11
$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
$122,305 $0 $122,305
Donna Boheer D2U Program Director 35.00
Highest
$104,770 $0 $104,770
Howard Wong API Liason 3.00
Director
$0 $0 $0
Babs Lowe Board Member 2.00
Director
$0 $0 $0
Teddy Kramer Board Member 2.00
Director
$0 $0 $0
Logan Sepich Board Member 3.00
Director
$0 $0 $0
Nicole Henderson Board Member 2.00
Director
$0 $0 $0
Ekaterina Martynova Board Member 2.00
Director
$0 $0 $0
Anne Ording Board Member 2.00
Director
$0 $0 $0
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 1.00
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
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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