NEXT ONES UP (EIN 932363982) - 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

2023

Legal Domicile

Principal Officer

Evan Nelson

Phone

5206124878

Tax Period

2023-07-01 to 2024-06-30

NEXT ONES UP, founded in 2023, is a micro nonprofit in the Youth Development sector that reported $8K in total revenue in fiscal year 2023. The organization ran a surplus of $3K, a strong 32% operating margin.

Mission

Next Ones Up is cultivating the next generation of leaders and problem solvers through youth education and mentorship, resulting in wide-scale community impact and a better world for all.

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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 $8,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $620

Fundraising Expenses $0

Program Expenses $4,633

Other Expenses $4,841

TOTAL EXPENSES $5,461

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,000	N/A	N/A
Expenses	$5,461	N/A	N/A
Net Income	$2,539	$0	N/A

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

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
Yvonne Nelson	Board President	2	Officer	$0	$0	$0
Andrew Mountford	Board Member	2	Officer	$0	$0	$0
Jay Herlihy	Board Treasurer	2	Officer	$0	$0	$0
Shai Dromi	Board Member	2	Officer	$0	$0	$0
Telisha Harris	Board Secretary	2	Officer	$0	$0	$0
Evan Nelson	CEO	25	Key Emp	$0	$0	$0
Jake Herlihy	Director of Operations	18	Key Emp	$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	$8,000	$5,461	$2,539	$2,539

NEXT ONES UP