Civic Intelligence

Finserv Foundation

EIN 85-3836015 • 501(c)3 • Omaha, NE

Pub. 78 Eligible

Profile

We provide support and financial literacy to college students through coaching mentorship and access to industry events

14600 Branch Street Suite 113Omaha, NE 68154

www.finservfoundation.org

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

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

86th percentile

$14,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

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

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$251,249

Up $47,528 (+23%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$251,249

Up $47,528 (+23%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin78th percentile

Revenue

Up

$188,682

Up $20,593 (+12%) from 2024

Expenses

Up

$141,154

Up $982 (+0.7%) from 2024

Net Income

Up

$47,528

Up $19,611 (+70%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0Assets 2021: $115,437Liabilities 2021: $0Net Assets 2021: $115,4372021Assets 2022: $165,987Liabilities 2022: $0Net Assets 2022: $165,9872022Assets 2023: $175,804Liabilities 2023: $0Net Assets 2023: $175,8042023Assets 2024: $203,721Liabilities 2024: $0Net Assets 2024: $203,7212024Assets 2025: $251,249Liabilities 2025: $0Net Assets 2025: $251,2492025

Highlighted filing

2025

Assets$251,249
Liabilities$0
Net Assets$251,249
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$200K$150K$100K$50K$0Revenue 2021: $135,150Expenses 2021: $19,713Net Income 2021: $115,4372021Revenue 2022: $134,673Expenses 2022: $84,123Net Income 2022: $50,5502022Revenue 2023: $157,674Expenses 2023: $147,857Net Income 2023: $9,8172023Revenue 2024: $168,089Expenses 2024: $140,172Net Income 2024: $27,9172024Revenue 2025: $188,682Expenses 2025: $141,154Net Income 2025: $47,5282025

Highlighted filing

2025

Revenue$188,682
Expenses$141,154
Net Income$47,528
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$251,249
Liabilities
$0
Net assets
$251,249
Revenue
$188,682
Expenses
$141,154
Net income
$47,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$1.89$1.41$0.48
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$1.68$1.40$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$1.58$1.48$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.35$0.84$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.35$0.20$1.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 15, 2026
Return Version
2025v4.0
Gross Receipts
$188,682
Mission and Program Overview

Mission

We provide support and financial literacy to college students through coaching mentorship and access to industry events

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victoria OToolExecutive Director-$14,000-$14,000
Jamie HopkinsPresidentPT$0--
Bonnie TreichelTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Finserv Foundation
EIN
85-3836015
Phone
4438316349
Address
12020 Shamrock PlSt 201 PMB 182898, OMAHA, NE 68154

Signing Officer

Name
Jamie Hopkins
Title
President
Phone
4438316349
Signed
2026-04-15
Supplemental Narrative

Additional Explanations

Part I, line 10

“We covered travel hotel flights and lodging for all students traveling to conferences covered by FinServ These payments were not made directly to the students but on their behalf”

Raw XML Appendix194 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jamie Hopkins
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014000
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NE
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141154
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0188682
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.finservfoundation.org
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0183799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0140172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0157674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0134673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0135150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0751468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04886
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04886
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0We covered travel hotel flights and lodging for all students traveling to conferences covered by FinServ These payments were not made directly to the students but on their behalf
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Hopkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04438316349
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINSERV FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FINS
ReturnHeader/Filer/EIN0853836015
ReturnHeader/Filer/PhoneNum04438316349
ReturnHeader/Filer/USAddress/AddressLine1Txt012020 Shamrock PlSt 201 PMB 182898
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/ReturnTs02026-04-15T19:30:07Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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