NEXTSTAGE (EIN 850898705) - 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

2020

Legal Domicile

Principal Officer

LEE HALL

Phone

6122547459

Tax Period

2023-01-01 to 2023-12-31

NEXTSTAGE, founded in 2020, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $209K, a strong 20% operating margin.

Mission

TO SUPPORT ENTREPRENEURS AT EVERY STAGE

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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 $300,500

Program Service Revenue $698,528

Investment Income $71,184

Other Revenue $0

TOTAL REVENUE $1,070,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $452,462

Fundraising Expenses $8,917

Program Expenses $705,010

Other Expenses $408,918

TOTAL EXPENSES $861,380

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,070,212	$2,737,361	-0.6%
Expenses	$861,380	$2,879,755	-0.7%
Net Income	$208,832	$-142,394	-2.5%

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

$241,956

Total Directors

$174,831

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DERREK BEEVAS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KRIS MARITZ	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDREW SWAMMI	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
CLAY TAYLOR	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
LEE HALL	CEO	40.00	Officer Director	$159,250	$15,581	$174,831
NATALIA PRETELT	COO	40.00	Officer	$64,500	$2,625	$67,125

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	$1,070,212	$861,380	$5,487,340	$208,832
2022	$2,737,361	$2,879,755	$3,055,054	$-142,394
2021	$4,431,008	$3,831,735	$2,654,997	$599,273
2020	$2,338,976	$383,593	$2,807,999	$1,955,383

NEXTSTAGE