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EIN 82-3648278

Next Gen Personal Finance

IRS 501(c) type
501(c)(3)
Num. employees
12
City
Palo Alto
State
California
Year formed
2018
Most recent tax filings
2023-12-01
NTEE code, primary
B80: Student Services and Organizations of Students
Description
Next Gen Personal Finance is a nonprofit corporate foundation located in Palo Alto, CA, that seeks to revolutionize personal finance education in all schools to enhance the financial lives of the next generation. It primarily funds various initiatives including the student of the year award, gold and silver standard challenges, general support, fee grants, classroom grants, and state professional development credits. Last year, it awarded 74 grants to grantees such as Prince George's County Public Schools.
Total revenues
$2,684,507
2023
Total expenses
$7,134,858
2023
Total assets
$26,825,549
2023
Num. employees
12
2023

Program areas at Next Gen Personal Finance

To revolutionize the teaching of Personal Finance in all schools in order to improve the financial lives of the Next generation of americans. As of 2023, ngpf's curriculum and professional development extends to 90,000 middle and high school teachers reaching more than 4 million students. Discretionary grants are given to organizations with similar missions to Next Gen Personal Finance.

Grants made by Next Gen Personal Finance

GranteeGrant descriptionAmount
The Fund For Public SchoolsSupport Financial Education in District$135,000
Philadelphia Financial ScholarsSupport Financial Education in District$135,000
The Enrichment Fund for Guilford County SchoolsSupport Financial Education in District$64,557
...and 3 more grants made

Who funds Next Gen Personal Finance

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Innovate Family FoundationProgram Support$13,889,778
Haver FoundationTo Fulfill the Exempt Purposes of the Charity$100,000
Center for Financial CapabilityTransfer of Assets$69,260
...and 1 more grant received

Personnel at Next Gen Personal Finance

NameTitleCompensation
Ren MakinoChief of Staff
Timothy RanzettaPresident$0
Christian SherrillDirector of Business Development and Advocacy$134,792
Christine YooDirector of Operations$126,499
Hannah RaelCommunications Manager
...and 2 more key personnel

Financials for Next Gen Personal Finance

RevenuesFYE 12/2023
Total grants, contributions, etc.$979,115
Investment income and dividends$623,646
Net rental income$0
Net gain from sale of non-inventory assets$1,075,661
Gross sales of inventory$0
Miscellaneous revenues$6,085
Total revenues$2,684,507

Form 990s for Next Gen Personal Finance

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-14990PFView PDF
2022-122023-11-09990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-15990PFView PDF
...and 1 more Form 990
Data update history
October 31, 2024
Updated personnel
Identified 3 new personnel
July 17, 2024
Received grants
Identified 1 new grant, including a grant for $100,000 from Haver Foundation
January 11, 2024
Posted financials
Added Form 990PF for fiscal year 2022
December 24, 2023
Received grants
Identified 1 new grant, including a grant for $10,000 from Silicon Valley Community Foundation (SVCF)
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate operating foundationsSchoolsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsAccepts online donations
General information
Address
PO Box 218
Palo Alto, CA 94302
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Website URL
ngpf.com/ 
Phone
(650) 218-8408
IRS details
EIN
82-3648278
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2018
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B80: Student Services and Organizations of Students
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - In Process
FTB status revoked
Not revoked
AG Registration Number
CT0259898
FTB Entity ID
4090152
AB 488 data last updated ("as-of") date
2024-12-31
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