Civic Intelligence

Next Gen Personal Finance

990PF • Fiscal year 2018 • EIN 82-3648278

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile

View Organization Page

532 Emerson StreetPalo Alto, CA 94301

(650) 218-8408

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

$15,652,423

No earlier filing loaded for comparison.

Net Assets

$15,629,923

No earlier filing loaded for comparison.

Liabilities

$22,500

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

$15,652,438

No earlier filing loaded for comparison.

Expenses

$15

No earlier filing loaded for comparison.

Net Income

$15,652,423

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2018: $15,652,423Liabilities 2018: $22,500Net Assets 2018: $15,629,9232018Assets 2019: $20,000,967Liabilities 2019: $88,689Net Assets 2019: $19,912,2782019Assets 2020: $30,392,888Liabilities 2020: $159,261Net Assets 2020: $30,233,6272020Assets 2021: $36,239,691Liabilities 2021: $265,759Net Assets 2021: $35,973,9322021Assets 2022: $27,853,558Liabilities 2022: $105,501Net Assets 2022: $27,748,0572022Assets 2023: $26,825,549Liabilities 2023: $1,001,427Net Assets 2023: $25,824,1222023Assets 2024: $39,852,108Liabilities 2024: $1,197,256Net Assets 2024: $38,654,8522024

Highlighted filing

2018

Assets$15,652,423
Liabilities$22,500
Net Assets$15,629,923
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2018: $15,652,438Expenses 2018: $15Net Income 2018: $15,652,4232018Revenue 2019: $7,002,967Expenses 2019: $4,391,154Net Income 2019: $2,611,8132019Revenue 2020: $15,927,509Expenses 2020: $5,449,039Net Income 2020: $10,478,4702020Revenue 2021: $8,220,003Expenses 2021: $5,957,101Net Income 2021: $2,262,9022021Revenue 2022: $1,742,444Expenses 2022: $5,425,049Net Income 2022: -$3,682,6052022Revenue 2023: $2,684,507Expenses 2023: $7,134,858Net Income 2023: -$4,450,3512023Revenue 2024: $15,200,316Expenses 2024: $5,534,881Net Income 2024: $9,665,4352024

Highlighted filing

2018

Revenue$15,652,438
Expenses$15
Net Income$15,652,423
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY RANZETTAPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Next Gen Personal Finance
EIN
82-3648278
Address
532 EMERSON STREET, PALO ALTO, CA 94301

Signing Officer

Name
Timothy Ranzetta
Title
President
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Hock Company Llp
Address
711 COLORADO AVENUE, PALO ALTO, CA 94303
Preparer
Gregory O Hock CPA
Phone
6506170415
Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TIMOTHY RANZETTA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 128
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALO ALTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06502188408
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0383980
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0383980
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TIMOTHY RANZETTA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1INNOVATE FAMILY FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0532 EMERSON STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 218
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194302
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01689618
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt113889777
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum22
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01689518
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt112422243
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt21467534
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2OTHER INVESTMENTS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12018-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22018-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SECURITY DEPOSITS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt050000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt050000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt022500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO CENTER FOR FINANCIAL CAPABILI
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt022500
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt050000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt130000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt2100000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0CIQ LABS INC
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt1TUVA
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt2YENKO INC
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY RANZETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEXT GEN PERSONAL FINANCE
ReturnHeader/Filer/BusinessNameControlTxt0NEXT
ReturnHeader/Filer/EIN0823648278
ReturnHeader/Filer/USAddress/AddressLine1Txt0532 EMERSON STREET
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06E00EF83B1C75B698E8C8FACBF7665A28ECD17DD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId058809D351C46E42FA4AB051AE75F4B293F3D50C3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:00:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814605896
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOCK COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0711 COLORADO AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094303
ReturnHeader/PreparerPersonGrp/PhoneNum06506170415
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY O HOCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T19:00:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,652,423
Liabilities
$22,500
Net assets
$15,629,923
Revenue
$15,652,438
Expenses
$15
Net income
$15,652,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.9$1.20$38.7$15.2$5.53$9.67
2023Detailed filing. Detailed filing data is available for this year.$26.8$1.00$25.8$2.68$7.13$4.45
2022Detailed filing. Detailed filing data is available for this year.$27.9$0.11$27.7$1.74$5.43$3.68
2021Detailed filing. Detailed filing data is available for this year.$36.2$0.27$36.0$8.22$5.96$2.26
2020Detailed filing. Detailed filing data is available for this year.$30.4$0.16$30.2$15.9$5.45$10.5
2019Detailed filing. Detailed filing data is available for this year.$20.0$0.09$19.9$7.00$4.39$2.61
2018Detailed filing. Detailed filing data is available for this year.$15.7$0.02$15.6$15.7$0.00$15.7