2025-09-25T13:58:45-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2024-01-01 872478612 NGPF MISSION 2030 FUND NGPF 6502188408 PO BOX 218 PALO ALTO CA 94302 TIM RANZETTA PRESIDENT 6502188408 2025-09-22 1 1 QI WEN LIANG P01270238 2099556100 2025-09-22 2024 2025-03-06 01:10:19Z TIM RANZETTA PO BOX 218 PALO ALTO CA 94302 670000 0 X HTTPS://WWW.NGPF.ORG/WHY-FIN-ED/ X 2021 DE ADVOCATING FOR PERSONAL FINANCE EDUCATION IN HIGH SCHOOLS. 2 1 2 1 0 0 1781340 656863 0 0 7957 11462 0 1675 1789297 670000 0 0 0 0 90396 82061 0 0 0 1203113 959953 1293509 1042014 495788 -372014 643690 271717 432 473 643258 271244 X ADVOCATING FOR A GUARANTEED ONE-SEMESTER PERSONAL FINANCE CLASS FOR ALL PUBLIC HIGH SCHOOL STUDENTS TO TAKE BEFORE GRADUATING. 0 0 1033149 SEE SCHEDULE ONGPF MISSION 2030 FUND SPRANG INTO ACTION IN 2021 WITH A GOAL OF ADVOCATING IN STATE LEGISLATURES TO GUARANTEE HIGH SCHOOL STUDENTS IN THAT STATE WOULD RECEIVE A ONE-SEMESTER COURSE IN PERSONAL FINANCE. 2024 WAS A CRITICAL YEAR WITH THE LARGEST STATE, CALIFORNIA, PASSING LEGISLATION THAT MET OUR "GOLD STANDARD" OF A ONE SEMESTER, STANDALONE COURSE IN PERSONAL FINANCE REQUIRED FOR HIGH SCHOOL GRADUATION. CALIFORNIA REPRESENTS APPROXIMATELY 12% OF HIGH SCHOOL GRADUATES IN THE U.S. AS OF DECEMBER 2024, 26 STATES COMPRISING 64% OF HIGH SCHOOL STUDENTS ARE NOW GUARANTEED TO TAKE A COURSE IN PERSONAL FINANCE.IN ADDITION, NGPF MISSION 2030 FUND COMMISSIONED A STUDY WITH TYTON PARTNERS DEMONSTRATING THE ECONOMIC IMPACT OF A PERSONAL FINANCE COURSE. THIS STUDY HAS BEEN EXTREMELY VALUABLE IN SHOWING HOW PERSONAL FINANCE EDUCATION FOSTERS ECONOMIC DEVELOPMENT. 1033149 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 2 1 0 0 0 0 1 1 0 0 0 X 2 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 CA X TIM RANZETTA 6502188408 PO BOX 218 PALO ALTO CA 94302 TIM RANZETTA PRESIDENT, SECRETARY, DIRECTOR 2.00 48.00 X X 0 0 0 YANELY ESPINAL CFO, DIRECTOR 10.00 30.00 X X 42787 120108 8965 CHRISTIAN SHERRILL ADVOCACY 10.00 30.00 X 28342 113820 7200 71129 233928 16165 0 0 1 0 HONIGMAN LLP 222 N WASHINGTON SQUARE 400 LANSING MI 48933 ADVISORY SERVICES 295000 AXIOM ADVISORS 1201 K STREET SUITE 920 SACRAMENTO CA 95814 ADVISORY SERVICES 244000 2 656863 521863 656863 11462 11462 LOAN INTEREST 900099 1675 1675 1675 670000 0 0 13137 64252 64252 17809 17809 5041 5041 2572 2572 838704 838704 1211 1211 41 41 4272 4272 112 112 RESEARCH 85000 85000 POLLING 23000 23000 1042014 1033149 8865 0 294393 67420 349297 177622 26675 643690 271717 432 473 432 473 X 0 0 0 0 643258 271244 643258 271244 643690 271717 -372014 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 YANELY ESPINAL CFO, DIRECTOR 42787 120108 0 0 0 0 0 8965 0 0 42787 129073 0 0 TIM RANZETTA OFFICER AND DIRECTOR INADVERTENT TRANSFERS WERE MADE FROM THE NGPF MISSION 2030 OPERATING ACCOUNT TO THE PERSONAL ACCOUNT OF A DIRECTOR/OFFICER OF THE ORGANIZATION ON MULTIPLE OCCASIONS IN 2024. REPAYMENT OF THE TRANSFERS PLUS INTEREST WERE PAID BACK TO THE ORGANIZATION BY DIRECTOR/OFFICER AS SOON AS THE ERROR WAS DISCOVERED, AND THE TRANSACTION WAS FULLY CORRECTED ON 3/20/2025. THE BOARD HAS IMPLEMENTED ENHANCED REVIEW PROCEDURES AND INCREASED OVERSIGHT OF FINANCIAL TRANSACTIONS BY MANAGEMENT AND THE BOARD TREASURER TO PREVENT SUCH OCCURRENCES IN THE FUTURE. 1 7655 0 TIM RANZETTA PRESIDENT, SECRETARY, DIRECTOR OF THE BOARD INADVERTENT TRANSFERS RECOGNIZED AS A RECEIVABLE TO ORG. AT YEAR END. X 30621 26675 0 0 0 26675 X 1 521863 FMV 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS REPORTED IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 5 INADVERTENT TRANSFERS WERE MADE FROM THE NGPF MISSION 2030 OPERATING ACCOUNT TO THE PERSONAL ACCOUNT OF A DIRECTOR/OFFICER OF THE ORGANIZATION ON MULTIPLE OCCASIONS IN 2024. REPAYMENT OF THE TRANSFERS PLUS INTEREST WERE PAID BACK TO THE ORGANIZATION BY DIRECTOR/OFFICER AS SOON AS THE ERROR WAS DISCOVERED, AND THE TRANSACTION WAS FULLY CORRECTED ON 3/20/2025. THE TOTAL TRANSACTION WAS $30,621. THE BOARD HAS IMPLEMENTED ENHANCED REVIEW PROCEDURES AND INCREASED OVERSIGHT OF FINANCIAL TRANSACTIONS BY MANAGEMENT AND THE BOARD TREASURER TO PREVENT SUCH OCCURRENCES IN THE FUTURE. FORM 990, PART VI, SECTION A, LINE 6 TIM RANZETTA IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER MAY APPOINT A SUCCESSOR WHO SHALL BECOME THE SOLE MEMBER OF THE ORGANIZATION. THE SOLE MEMBER HAS THE EXCLUSIVE RIGHT TO ELECT ANY DIRECTOR, TO SET THE NUMBER OF AUTHORIZED DIRECTORS, AND THE EXCLUSIVE RIGHT TO REMOVE A DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER HAS THE FOLLOWING RIGHTS: - RIGHT TO VOTE ON ANY SALE, LEASE, TRANSFER, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR PROPERTIES OF THIS CORPORATION; - THE RIGHT TO VOTE ON ANY MERGER OF THIS CORPORATION, BUT ONLY TO THE EXTENT REQUIRED BY THE DELAWARE GENERAL CORPORATION LAW; - THE RIGHT TO VOTE ON DISSOLUTION OF THIS CORPORATION; - THE EXCLUSIVE RIGHT TO VOTE ON THE AMENDMENT OR REPEAL OF THESE BYLAWS; - THE RIGHT TO VOTE ON ANY AMENDMENT TO THIS CORPORATION'S CERTIFICATE OF INCORPORATION; AND - THE RIGHT TO VOTE ON ANY OTHER MATTERS THAT MAY PROPERLY BE PRESENTED TO THE MEMBERS FOR A VOTE, PURSUANT TO THIS CORPORATION'S CERTIFICATE OF INCORPORATION, BYLAWS, OR ACTION OFTHE BOARD OF DIRECTORS, OR BY OPERATION OF LAW. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CFO PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS, OFFICERS AND HIGHEST COMPENSATED EMPLOYEE ARE COVERED BY THE CONFLICT OF INTEREST POLICY. CONFLICTS ARE MONITORED BY THE BOARD PRESIDENT. THOSE WHO HAVE BEEN IDENTIFIED AS HAVE A CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND ARE UNABLE TO PARTICIPATE IN THE DECISION MAKING PROCESS REGARDING THAT SPECIFIC TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. NEXT GEN PERSONAL FINANCE PO BOX 218 PALO ALTO CA 94302 823648278 PROVIDES RESOURCES TO EDUCATORS CA 501(C)(3) PF 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0