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Filing year 2023

NEXT GEN PERSONAL FINANCE

Palo Alto, California·EIN 82-3648278·NTEE P19 · Human Services·501(c)(3)
Total revenue
$2.7M
Total assets
$26.8M
Total expenses
$7.1M
Reported officers
2

Reported officers (all unpaid)

No paid executives reported in 2023. NEXT GEN PERSONAL FINANCE reported 2 unpaid officers and board members on its 990-PF.

Treasurer
President

Grants paid

Itemized grants reported on this foundation's 2023 Form 990-PF, Part XV.

Total granted

$1.4M

Itemized grants

24

Median grant

$57k

RecipientLocationPurposeAmount
CHARLOTTE-MECKLENBURG SCHOOL DISTRICTCHARLOTTE, NCSUPPORT FINANCIAL EDUCATION IN DISTRICT$144k
FUND FOR PUBLIC SCHOOLSNEW YORK, NYSUPPORT FINANCIAL EDUCATION IN DISTRICT$135k
PHILADELPHIA FINANCIAL SCHOLARSPHILADELPHIA, PASUPPORT FINANCIAL EDUCATION IN DISTRICT$135k
SAN FRANCISCO UNIFIED SCHOOL DISTRICTSAN FRANCISCO, CASUPPORT FINANCIAL EDUCATION IN DISTRICT$130k
SCHOOL BOARD OF MIAMI-DADE PUBLIC SCHOOLSMIAMI, FLSUPPORT FINANCIAL EDUCATION IN DISTRICT$122k
MILWAUKEE PUBLIC SCHOOLSMILWAUKEE, WISUPPORT FINANCIAL EDUCATION IN DISTRICT$111k
THE PUBLIC EDUCATION FOUNDATIONLAS VEGAS, NVSUPPORT FINANCIAL EDUCATION IN DISTRICT$88k
DETROIT PUBLIC SCHOOLS COMMUNITYDETROIT, MISUPPORT FINANCIAL EDUCATION IN DISTRICT$80k
GUILFORD COUNTY SCHOOLSGREENSBORO, NCSUPPORT FINANCIAL EDUCATION IN DISTRICT$65k
DENVER PUBLIC SCHOOLSDENVER, COSUPPORT FINANCIAL EDUCATION IN DISTRICT$64k
LONG BEACH UNIFIED SCHOOL DISTRICTLONG BEACH, CASUPPORT FINANCIAL EDUCATION IN DISTRICT$64k
FULTON COUNTY BOARD OF EDUCATIONATLANTA, GASUPPORT FINANCIAL EDUCATION IN DISTRICT$63k
PITTSBURGH PUBLIC SCHOOLSPITTSBURGH, PASUPPORT FINANCIAL EDUCATION IN DISTRICT$33k
MASSACHUSETTS COUNCIL FOR ECONOMIC EDUCATIONNEW YORK, NYTO SUPPORT TEACHER PROFESSIONAL DEVELOPMENT IN THE STATE$28k
FLORIDA ATLANTIC UNIVERSITYATLANTA, GATO SUPPORT TEACHER PROFESSIONAL DEVELOPMENT IN THE STATE$26k
MISSISSIPPI COUNCIL FOR ECONOMIC EDUCATIONJACKSON, MSTO ASSIST IN IMPLEMENTATION OF PERSONAL FINANCE COURSE IN THE STATE OF MISSISSIPPI$25k
SECUREFUTURES INCMILWAUKEE, WITO SUPPORT TEACHER PROFESSIONAL DEVELOPMENT IN THE STATE$20k
MICHIGAN COUNCIL FOR ECONOMIC EDUCATIONSTERLING HEIGHTS, MITO SUPPORT TEACHER PROFESSIONAL DEVELOPMENT IN THE STATE$10k
SANTA BARBARA UNIFIED SCHOOL DISTRICTSANTA BARBARA, CATO SUPPORT TEACHER PROFESSIONAL DEVELOPMENT IN THE STATE$4k
UNIVERSITY OF SOUTHERN MAINE PDPORTLAND, MESUPPORT EDUCATORS BY HELPING THEM EARN CONTINUING EDUCATION CREDITS$1k
AMERICAN SENIOR HIGH SCHOOLHIALEAH, FLSUPPORT FINANCIAL EDUCATION IN SCHOOL$1k
ALLEGHENY INTERMEDIATE UNITHOMESTEAD, PASUPPORT EDUCATORS BY HELPING THEM EARN CONTINUING EDUCATION CREDITS$735
HEARTLAND AREA EDUCATION AGENCYJOHNSTON, IASUPPORT EDUCATORS BY HELPING THEM EARN CONTINUING EDUCATION CREDITS$405
Compare this foundation's grantees

Funded by

Private foundations whose Form 990-PF Part XV grants matched this organization.

This is a private foundation. Peers are foundations of similar asset size ($25M - $50M), because foundation pay scales with assets under management, not revenue.

Sector benchmark

What Human Services executives earn in California

NEXT GEN PERSONAL FINANCE reported no executive compensation in its latest filing. For context, the highest-paid executive at a comparable human services organization in California earns a median of $101,781.

25th percentile
$48k
Median
$101,781
75th percentile
$168k
90th percentile
$261k

These are human services sector-wide figures, not this organization's reported pay. Based on 2,689 organizations across 2,689 filings (2020 – 2024).

See full Human Services pay data for California
FAQ

Common questions about NEXT GEN PERSONAL FINANCE

What are NEXT GEN PERSONAL FINANCE's revenue and expenses?

In 2023, NEXT GEN PERSONAL FINANCE reported $2.7M in total revenue and $7.1M in total expenses on its IRS Form 990.

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This is a private foundation. Peers are foundations of similar asset size ($25M - $50M), because foundation pay scales with assets under management, not revenue.