Nonprofit · EIN 82-3648278
NEXT GEN PERSONAL FINANCE
Tax-exempt · BURLINGAME, CA 94010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $15,200,316 | $5,534,881 | $9,665,435 | $39,852,108 | $1,197,256 | $38,654,852 |
| December 31, 2023 | 990-PF | $2,684,507 | $7,134,858 | -$4,450,351 | $26,825,549 | $1,001,427 | $25,824,122 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $14,581,201
- Dividends
- $746,306
- Net gain from sales of assets
- -$145,624
- Other income
- $18,433
Expenses
- Grants and similar amounts paid
- $1,121,314
- Compensation of officers, directors and key employees
- $363,075
- Salaries, compensation and benefits (total)
- $2,041,036
- Disbursements for charitable purposes
- $5,410,622
- Excise tax on investment income
- $101,134
Balance sheet and other
- Total assets, start of year
- $26,825,549
- Total assets, end of year
- $39,852,108
- Total liabilities, end of year
- $1,197,256
- Net assets, end of year
- $38,654,852
- Fair market value of assets
- $39,833,369
- Qualifying distributions
- $5,410,622
- Net investment income
- $7,329,853
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSICA ENDLICH PO BOX 218, PALO ALTO, CA 94302 | CO-FOUNDER | 40 | $346,100 | $16,975 |
| GRACE TING PO BOX 218, PALO ALTO, CA 94302 | CHIEF OF PARTNERSHIP Highest-paid employee | 40 | $215,600 | $10,450 |
| AMANDA VOLZ PO BOX 218, PALO ALTO, CA 94302 | SENIOR PD PROGRAM MA Highest-paid employee | 40 | $166,767 | $8,000 |
| SONIA DALAL PO BOX 218, PALO ALTO, CA 94302 | DIRECTOR OF CURRICUL Highest-paid employee | 40 | $152,683 | $7,304 |
| MASON BUTTS PO BOX 218, PALO ALTO, CA 94302 | TECHNOLOGY PRODUCTIO Highest-paid employee | 40 | $147,284 | $6,850 |
| YANELY ESPINAL PO BOX 218, PALO ALTO, CA 94302 | DIRECTOR OF EDUCATIO Highest-paid employee | 40 | $143,108 | $8,965 |
| TIMOTHY RANZETTA PO BOX 218, PALO ALTO, CA 94302 | PRESIDENT | 60 | $0 | $0 |
| DAVID WEILL PO BOX 218, PALO ALTO, CA 94302 | SECRETARY AND TREASURER | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSICA ENDLICH PO BOX 218, PALO ALTO, CA 94302 | CO-FOUNDER Highest-paid employee | 40 | $329,579 | $16,149 |
| CHRISTINE YOO PO BOX 218, PALO ALTO, CA 94302 | COO Highest-paid employee | 40 | $182,600 | $8,871 |
| SONIA DALAL PO BOX 218, PALO ALTO, CA 94302 | DIRECTOR OF CURRICUL Highest-paid employee | 40 | $146,600 | $7,000 |
| ELLIE COTARI PO BOX 218, PALO ALTO, CA 94302 | CREATIVE BRAND MANAG Highest-paid employee | 40 | $144,856 | $7,329 |
| MASON BUTTS PO BOX 218, PALO ALTO, CA 94302 | TECHNOLOGY PRODUCTIO Highest-paid employee | 40 | $143,290 | $6,834 |
| TIMOTHY RANZETTA PO BOX 218, PALO ALTO, CA 94302 | PRESIDENT | 60 | $0 | $0 |
| DAVID WEILL PO BOX 218, PALO ALTO, CA 94302 | TREASURER | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 330 PRIMROSE RD STE 202, BURLINGAME, CA 94010-4026
- Signed the 990-PF
- TIM RANZETTA, PRESIDENT
- Phone
- (650) 218-8408
- Website
- WWW.NGPF.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 82-3648278 or by the name NEXT GEN PERSONAL FINANCE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-3648278
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P19)
- Assets (IRS master file)
- $39,852,108
- Income (IRS master file)
- $24,870,954
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $15,200,316 | $5,534,881 | $39,852,108 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,684,507 | $7,134,858 | $26,825,549 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3648278).
Questions about NEXT GEN PERSONAL FINANCE
- What is the EIN of NEXT GEN PERSONAL FINANCE?
- The employer identification number (EIN) of NEXT GEN PERSONAL FINANCE is 82-3648278.
- Is NEXT GEN PERSONAL FINANCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to NEXT GEN PERSONAL FINANCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEXT GEN PERSONAL FINANCE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEXT GEN PERSONAL FINANCE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEXT GEN PERSONAL FINANCE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NEXT GEN PERSONAL FINANCE?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 6 received compensation from the organization, the highest $346,100 (JESSICA ENDLICH, CO-FOUNDER).
- How much revenue does NEXT GEN PERSONAL FINANCE have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $15,200,316, expenses of $5,534,881 and total assets of $39,852,108 at year end.
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- PALCARE EIN 94-3048383 · last filed 990 for 2025
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- MOMS AGAINST POVERTY EIN 20-8865521 · last filed 990 for 2025
- CALIFORNIA TEACHERS ASSOCIATION DISASTER RELIEF FUND EIN 71-0891612 · last filed 990 for 2025
- DMT QUEST EIN 81-3529184 · last filed 990 for 2024
- LYMELIGHT FOUNDATION INC EIN 61-1645660 · last filed 990 for 2025
- BLUE HUMMING THERAPY EIN 82-1210431 · last filed 990 for 2025