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NEXT GEN PERSONAL FINANCE

NEXT GEN PERSONAL FINANCE

Palo Alto, CA, US
501(c)3
EIN
82-3648278
Private Operating Foundation
Private Foundation
Regional Funder
funder logo

NEXT GEN PERSONAL FINANCE

Palo Alto, CA, US
501(c)3
EIN
82-3648278
Private Operating Foundation
Private Foundation
Regional Funder

Balance Sheet

Fiscal Year Start:
Jan 1
Assets in 2024 (Year End)

$39,852,108

Investments
59%
Cash & Equivalents
40%
Other Assets
<1%
Property, Plant, & Equipment (net)
<1%
Receivables (Non-Related)
0%
Related-Party Receivables
0%
Inventories
0%
Prepaid Expenses
0%
Liabilities in 2024 (Year End)

$1,197,256

Grants Payable
56%
Other Liabilities
32%
Payables & Accruals
12%
Deferred Revenue
0%
Tax-Exempt Bond Liabilities
0%
Custodial & Escrow Liabilities
0%
Notes Payable / Debt (Non-Related)
0%
Related-Party Payables
0%
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Assets
2023
2024
Change
Cash & Equivalents
$6,667,687
$15,958,031
+139%
Receivables (Non-Related)
$0
-
-
Related-Party Receivables
-
-
-
Inventories
-
-
-
Prepaid Expenses
$6,163
-
-
Investments
$19,959,792
$23,588,364
+18%
Property, Plant, & Equipment (net)
$13,666
$12,173
-11%
Other Assets
$178,241
$293,540
+65%
Total Assets
$26,825,549
$39,852,108
+49%
Liabilities
2023
2024
Change
Payables & Accruals
$85,663
$138,687
+62%
Grants Payable
$690,479
$676,357
-2%
Deferred Revenue
-
-
-
Tax-Exempt Bond Liabilities
N/A
N/A
N/A
Custodial & Escrow Liabilities
N/A
N/A
N/A
Notes Payable / Debt (Non-Related)
-
-
-
Related-Party Payables
-
-
-
Other Liabilities
$225,285
$382,212
+70%
Total Liabilities
$1,001,427
$1,197,256
+20%
Net assets
2023
2024
Change
Restricted Net Assets
-
$3,253,231
-
Unrestricted Net Assets
$25,824,122
$35,401,621
+37%
Net assets
2023
2024
Change
Net assets
+$25,824,122
+$38,654,852
+50%
Balance Sheet
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