2024-11-14T12:56:33-06:00 2023-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2023-01-01 872478612 NGPF MISSION 2030 FUND NGPF 6502188408 PO BOX 218 PALO ALTO CA 94302 TIM RANZETTA PRESIDENT 6502188408 2024-11-08 1 0 TRACY S PAGLIA P00366884 2099556100 2024-11-08 2023 2024-10-15 13:58:12Z TIM RANZETTA PO BOX 218 PALO ALTO CA 94302 3130637 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 600000 1781340 0 0 0 7957 0 0 600000 1789297 0 0 0 0 58603 90396 0 0 0 710268 1203113 768871 1293509 -168871 495788 183938 643690 108 432 183830 643258 ADVOCATING FOR A GUARANTEED ONE-SEMESTER PERSONAL FINANCE CLASS FOR ALL PUBLIC HIGH SCHOOL STUDENTS TO TAKE BEFORE GRADUATING. 0 0 951520 0 0 NGPF 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. 2023 WAS A RECORD YEAR WITH 8 STATES PASSING LEGISLATION THAT MET OUR "GOLD STANDARD" OF A ONE SEMESTER, STANDALONE COURSE IN PERSONAL FINANCE REQUIRED FOR HIGH SCHOOL GRADUATION. IN EACH OF THESE EIGHT STATES, WE INVESTED IN ADVOCACY EFFORTS TO ACCOMPLISH THIS GOAL. THE EIGHT STATES WERE: WISCONSIN, PENNSYLVANIA, WEST VIRGINIA, INDIANA, LOUISIANA, CONNECTICUT, MINNESOTA, AND OREGON. AS OF DECEMBER 2023, 26 STATES COMPRISING 64% OF HIGH SCHOOL STUDENTS ARE NOW GUARANTEED TO TAKE A COURSE IN PERSONAL FINANCE. 951520 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 0 0 0 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 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 CA X TIM RANZETTA 6502188408 PO BOX 218 PALO ALTO CA 94302 TIM RANZETTA PRESIDENT, SECRETARY, DIRECTOR 15.00 60.00 X X 0 0 0 YANELY ESPINAL CFO, DIRECTOR 10.00 40.00 X X 51107 127889 7500 CHRISTIAN SHERRILL ADVOCACY 10.00 30.00 X 27581 122817 0 78688 250706 7500 0 0 1 0 HONIGMAN LLP 660 WOODWARD AVENUE DETROIT MI 48226 LOBBYING 172178 DAVID BINDER RESEARCH 44 PAGE STREET STE 404 SAN FRANCISCO CA 94102 POLLING 110000 2 1781340 1341340 1781340 12679 12679 1336618 1341340 -4722 -4722 -4722 1789297 0 0 7957 X 70479 70479 19917 19917 50698 50698 5775 5775 685200 685200 273082 273082 12110 12110 324 324 14617 14617 822 822 POLLING 123000 123000 RESEARCH 37485 37485 1293509 951520 341989 0 183938 294393 0 349297 183938 643690 108 432 108 432 X 0 0 0 0 183830 643258 183830 643258 183938 643690 495788 -36360 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 51107 127889 0 0 0 0 7500 0 0 0 58607 127889 0 0 CHRISTIAN SHERRILL ADVOCACY 27581 122817 0 0 0 0 0 0 0 0 27581 122817 0 0 X 1 1341340 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 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 C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 273,082. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 273,082. 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