Civic Intelligence

Finserv Foundation

990EZ • Fiscal year 2022 • EIN 85-3836015

Jan 01, 2022 to Dec 31, 2022 • Filed on May 14, 2023

Organization Profilewww.finservfoundation.org
14600 Branch StreetOmaha, NE 68154

(443) 831-6349

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

82nd percentile

44%

Faster asset growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

40th percentile

-0.4%

Faster revenue growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$165,987

Up $50,550 (+44%) from 2021

Net Assets

Up

$165,987

Up $50,550 (+44%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin84th percentile

Revenue

Down

$134,673

Down $477 (-0.4%) from 2021

Expenses

Up

$84,123

Up $64,410 (+327%) from 2021

Net Income

Down

$50,550

Down $64,887 (-56%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$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

2022

Assets$165,987
Liabilities$0
Net Assets$165,987
Open 2022 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$134,673
Expenses$84,123
Net Income$50,550
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 14, 2023
Return Version
2022v5.0
Gross Receipts
$134,673
Mission and Program Overview

Mission

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

Education FinServ Foundation will run a college and university coaching and mentorship program to help foster a sense of community for college students and recent graduates from financial planning programs The program w

Program Services

DescriptionGrantsExpenses
Exposure to industry events FinServ covered the costs of taking 82 students to three different financial planning events including the National Financial Planning Association conference-$78,123
Provide coaching and financial literacy training services to college students at over 25 universities About 120 college and university students have worked with FinServ in 2022-$4,000
Connected dozens of students to mentorship opportunities and paid summer internship opportunities All 120 students in FinServ Foundation were communicated and given webinars training and support to help land internships and mentorships inside of the financial services profession-$2,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie HopkinsPresidentPT$0--
Aaron SchabenTreasurerPT$0--
Kelsey RuweSecretaryPT$0--
Brian MoneyVP Of Strategic PartnershipsPT$0--
Julie RagatzProgram DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Finserv Foundation
EIN
85-3836015
Phone
4438316349
Address
14600 Branch Street, OMAHA, NE 68154

Signing Officer

Name
Jamie Hopkins
Title
President
Phone
4438316349
Signed
2023-05-14
Raw XML Appendix173 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Strategic Partnerships
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Program Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PrintingPublicationsPostageAmt0500
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide coaching and financial literacy training services to college students at over 25 universities About 120 college and university students have worked with FinServ in 2022
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Exposure to industry events FinServ covered the costs of taking 82 students to three different financial planning events including the National Financial Planning Association conference
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Hopkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04438316349
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINSERV FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FINS
ReturnHeader/Filer/EIN0853836015
ReturnHeader/Filer/PhoneNum04438316349
ReturnHeader/Filer/USAddress/AddressLine1Txt014600 Branch Street
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/ReturnTs02023-05-14T03:30:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jamie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hopkins
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,987
Liabilities
$0
Net assets
$165,987
Revenue
$134,673
Expenses
$84,123
Net income
$50,550
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