California · Nonprofit
NEXT GEN PERSONAL FINANCE
NEXT GEN PERSONAL FINANCE (California) receives grants from 15 organizations whose IRS filings report $16,957,785 to it, the largest being INNOVATE FAMILY FOUNDATION ($13,889,778). 6 of them have funded it in more than one year.
Against its field
NEXT GEN PERSONAL FINANCE holds deeper cash reserves than three-quarters of the 3,286 human services nonprofits its size.
this organization peer median middle 50% of peers· 3,286 human services nonprofits $10M–$100M, FY2024
Three funders worth looking at
Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.
- Lancaster County Community Foundationshared funders
- 100 Women in Finance Foundationportfolio match
- Nasdaq Educational Foundation Incportfolio match
The organization over time
Each line starts at 100 in 2018, so what you read is the shape rather than the size: 150 means half as much again as 2018, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Who funds it, year by year
2018 → 2023: the base broadened from 1 funder to 3 funders, grant income fell $14M → $160k.
6 of 15 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 12% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of NEXT GEN PERSONAL FINANCE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
NEXT GEN PERSONAL FINANCE leans on a few funders — its largest provides 82% of grant income and the top three 90%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
Largest funder’s share by year: 2018 100% · 2019 100% · 2021 100% · 2022 98% · 2023 63% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
20% of NEXT GEN PERSONAL FINANCE's funders are still giving 1 year after their first grant; 40% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
94% of NEXT GEN PERSONAL FINANCE's grant income comes from California funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $2.1M arriving through sponsors registered in 4 statesis excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Funders to approach
Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first. Your 15 funders put you under-funded among the 400 organizations that share them.
- Lancaster County Community Foundationshared fundersPA · backs 36 organizations that share your funders
- 100 Women in Finance Foundationportfolio matchits grantees resemble your mission
- Nasdaq Educational Foundation Incportfolio matchits grantees resemble your mission
- American Independence Foundation Blanchard Krasner & Frenchportfolio matchits grantees resemble your mission
- Cba Fundportfolio matchits grantees resemble your mission
- Vilcap Incportfolio matchits grantees resemble your mission
- Calvin K Kazanjian Economics Foundation Incportfolio matchits grantees resemble your mission
- Apollo Opportunity Foundationportfolio matchits grantees resemble your mission
- Nbh Charitable Foundationportfolio matchits grantees resemble your mission
- Finra Regulation Incportfolio matchits grantees resemble your mission
- Mywirelessorgportfolio matchits grantees resemble your mission
- Foundation for Financial Planning Incportfolio matchits grantees resemble your mission
From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.
Organizations like NEXT GEN PERSONAL FINANCE
Nonprofits whose mission and program text most resemble this one, by semantic similarity over the universe of US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Screen this organization
A dated, signed PDF of the compliance screen for NEXT GEN PERSONAL FINANCE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds NEXT GEN PERSONAL FINANCE?
- NEXT GEN PERSONAL FINANCE (California) receives grants from 15 organizations whose IRS filings report $16,957,785 to it, the largest being INNOVATE FAMILY FOUNDATION ($13,889,778). 6 of them have funded it in more than one year.
- How many funders does NEXT GEN PERSONAL FINANCE have?
- IRS filings report 15 organizations giving $16,957,785 in grants to NEXT GEN PERSONAL FINANCE, 6 of which have funded it in more than one year.
- Who is the largest funder of NEXT GEN PERSONAL FINANCE?
- INNOVATE FAMILY FOUNDATION is the largest funder on record, with $13,889,778 in grants. The full list of funders is on this page.
- How can an organization like NEXT GEN PERSONAL FINANCE find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2018–2024), and the filings of 15funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported August 27, 2026. What this page cannot tell you · view filing