North East Exchange Team - San Francisco
Nonprofit profile at a glance
- EIN
- 800476158
- IRS 990 coverage
- 2019–2025
- Forms available
- Form 990 2025, Form 990-N 2012
- Location
- San Francisco, CA, USA
- Phone
- 4152189271
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Standard
- Sector
- Human Service Organizations
Reported finances
- Revenue
- $952,226
- Expenses
- $824,711
- Assets
- $596,032
- Liabilities
- $36,707
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- Jacqueline Zimmer Jones (Executive Director)
Highest reported compensation
- Jacqueline Zimmer Jones (Executive Director): $127,072 total reported compensation
- Donna Booher (D2U Program Director): $107,968 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 45
- Transparency & Controls: 94
- Accountability: 100
- Sustainability: 45
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 44.7%; rating input score 45
- Program expense ratio: 50.9%; rating input score 51
- Fundraising efficiency: $8.6 raised per $1 spent on fundraising; rating input score 30; 30th percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 24th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 13.4%; rating input score 62; 62nd percentile among comparable filings
- Total-asset coverage ratio: 0.72; rating input score 34; 34th percentile among comparable filings
- Liabilities to assets ratio: 0.06; rating input score 41; 41st percentile among comparable filings
- Officer compensation ratio: 28.5%; rating input score 9; 9th percentile among comparable filings
Growth
- Program expense growth: 13.9% per year; rating input score 100; 69th percentile among comparable filings
- Revenue growth: 13% per year; rating input score 100; 70th percentile among comparable filings
- Asset growth: 18.4% per year; rating input score 100; 76th percentile among comparable filings
Details
- Where the money goes: 44.7% of revenue deployed · 50.9% of spending went to programs
- Governance: 12 of 12 board members independent · 8 of 8 filing controls reported
- Programs: 2 filed program accomplishments · $420K in reported program spending
- Leadership: top reported pay $127K · 16 people listed
- Consistency: 28 of 29 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes major donors
- Filing history: 6 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 45/100.
- Review — Financial Efficiency: Program expense ratio scored 51/100.
- Moderate — Financial Efficiency: Fundraising efficiency scored 30/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 9/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 41/100.