Civic Intelligence

Finserv Foundation

990EZ • Fiscal year 2021 • EIN 85-3836015

Jan 01, 2021 to Dec 31, 2021 • 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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

$115,437

No earlier filing loaded for comparison.

Net Assets

$115,437

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

$135,150

No earlier filing loaded for comparison.

Expenses

$19,713

No earlier filing loaded for comparison.

Net Income

$115,437

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.

$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

2021

Assets$115,437
Liabilities$0
Net Assets$115,437
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$135,150
Expenses$19,713
Net Income$115,437
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 14, 2023
Return Version
2021v4.1
Gross Receipts
$135,150
Mission and Program Overview

Mission

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

Education - The Foundation is organized and shall be operated on a not-for-profit basis and exclusively for charitable religious educational and scientific purposes within the meaning of section 501c3 of the Internal Revenue Code or the corres

Program Services

DescriptionGrantsExpenses
Access to Industry Events and Leadership Learning Brough 32 students out to an industry conference to network and learn from industry thought leaders Could also get continued education credits-$19,713
Education FinServ launched a free educational webinar series to 23 College and Universities to help college students better understand the financial services industry and financial literacy--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie HopkinsPresidentPT$0--
Aaron SchabenTreasurerPT$0--
Kelsey RuweSecretaryPT$0--
Brian MoneyVP Of Strategic PartnershipsPT$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 Appendix167 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/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt00
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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
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ReturnHeader/Filer/BusinessNameControlTxt0FINS
ReturnHeader/Filer/EIN0853836015
ReturnHeader/Filer/PhoneNum04438316349
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ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/ReturnTs02023-05-14T15:00:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jamie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hopkins
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,437
Liabilities
$0
Net assets
$115,437
Revenue
$135,150
Expenses
$19,713
Net income
$115,437
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