Civic Intelligence

Vested Financial

EIN 81-5394068 • 501(c)3 • Alexandria, MN

Profile

Direct financial management

1210 Broadway St Pmb 268Alexandria, MN 56308
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

53rd percentile

3.0%

Higher net margin than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

6.1%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$17,646

Up $3,029 (+21%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$17,646

Up $3,029 (+21%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin53rd percentile

Revenue

Up

$101,850

Up $5,839 (+6.1%) from 2024

Expenses

Up

$98,821

Up $5,165 (+5.5%) from 2024

Net Income

Up

$3,029

Up $674 (+29%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2022: $12,060Liabilities 2022: $0Net Assets 2022: $12,0602022Assets 2023: $12,262Liabilities 2023: $0Net Assets 2023: $12,2622023Assets 2024: $14,617Liabilities 2024: $0Net Assets 2024: $14,6172024Assets 2025: $17,646Liabilities 2025: $0Net Assets 2025: $17,6462025

Highlighted filing

2025

Assets$17,646
Liabilities$0
Net Assets$17,646
Open 2025 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2022: $70,282Expenses 2022: $69,912Net Income 2022: $3702022Revenue 2023: $81,780Expenses 2023: $81,578Net Income 2023: $2022023Revenue 2024: $96,011Expenses 2024: $93,656Net Income 2024: $2,3552024Revenue 2025: $101,850Expenses 2025: $98,821Net Income 2025: $3,0292025

Highlighted filing

2025

Revenue$101,850
Expenses$98,821
Net Income$3,029
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,646
Liabilities
$0
Net assets
$17,646
Revenue
$101,850
Expenses
$98,821
Net income
$3,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.02$0.99$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.96$0.94$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.82$0.82$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.70$0.70$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 13, 2026
Return Version
2025v4.0
Gross Receipts
$101,850
Mission and Program Overview

Mission

Direct financial management

Program Services

DescriptionGrantsExpenses
PROVIDES DIRECT FINANCIAL MANAGEMENT TO INDIVIDUALS WHO SEEK ASSISTANCE IN THE PLANNING AND EXECUTION OF THEIR BUDGETARY NEEDS-$98,821
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA SCHUETTEPresidentFT$0--
FATIMA HOLMDirector-$0--
BRITTNEY BESTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Vested Financial
EIN
81-5394068
In Care Of
% JESSICA SCHUETTE
Phone
3208155972
Address
1210 BROADWAY ST PMB 268, ALEXANDRIA, MN 56308

Signing Officer

Name
Jessica Schuette
Title
President
Phone
3208155972
Signed
2026-01-13
Discuss with paid preparer
No

Preparer

Firm
Johnson & Roggenbuck Pa
Address
105 NW 2ND STREET, ORTONVILLE, MN 56278
Preparer
Blair J Johnson
Phone
3208393459
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMARKETING AND DONATIONS 567TRAVEL 1,844INSURANCE 4,621OFFICE EXPENSE 2,864”

Raw XML Appendix129 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JESSICA SCHUETTE
IRS990EZ/BooksInCareOfDetail/PhoneNum03208155972
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01210 BROADWAY ST PMB 268
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056308
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014617
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017646
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03029
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014617
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017646
IRS990EZ/GrossReceiptsAmt0101850
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014617
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017646
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014617
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017646
IRS990EZ/OccupancyRentUtltsAndMaintAmt02508
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA SCHUETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FATIMA HOLM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITTNEY BEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09896
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DIRECT FINANCIAL MANAGEMENT
IRS990EZ/PrintingPublicationsPostageAmt0269
IRS990EZ/ProgramServiceRevenueAmt0101850
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES DIRECT FINANCIAL MANAGEMENT TO INDIVIDUALS WHO SEEK ASSISTANCE IN THE PLANNING AND EXECUTION OF THEIR BUDGETARY NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt098821
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt085848
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098821
IRS990EZ/TotalProgramServiceExpensesAmt098821
IRS990EZ/TotalRevenueAmt0101850
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0101850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt096011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt070282
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt055060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0404983
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0404983
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0101850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096011
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt081780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070282
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt055060
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0404983
IRS990ScheduleA/TotalSupportAmt0404983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMARKETING AND DONATIONS 567TRAVEL 1,844INSURANCE 4,621OFFICE EXPENSE 2,864
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA SCHUETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03208155972
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VESTED FINANCIAL
ReturnHeader/Filer/BusinessNameControlTxt0VEST
ReturnHeader/Filer/EIN0815394068
ReturnHeader/Filer/InCareOfNm0% JESSICA SCHUETTE
ReturnHeader/Filer/PhoneNum03208155972
ReturnHeader/Filer/USAddress/AddressLine1Txt01210 BROADWAY ST PMB 268
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056308
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472405890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON & ROGGENBUCK PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 NW 2ND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORTONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056278
ReturnHeader/PreparerPersonGrp/PhoneNum03208393459
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BLAIR J JOHNSON
ReturnHeader/ReturnTs02026-01-27T07:49:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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