Civic Intelligence

Finserv Foundation

990EZ • Fiscal year 2023 • EIN 85-3836015

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 17, 2024

Organization Profilewww.finservfoundation.org
14600 Branch Street Suite 113Omaha, NE 68154

(000) 000-0000

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

56th percentile

6.2%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$2,570

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$175,804

Up $9,817 (+5.9%) from 2022

Net Assets

Up

$175,804

Up $9,817 (+5.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin56th percentile

Revenue

Up

$157,674

Up $23,001 (+17%) from 2022

Expenses

Up

$147,857

Up $63,734 (+76%) from 2022

Net Income

Down

$9,817

Down $40,733 (-81%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2023

Assets$175,804
Liabilities$0
Net Assets$175,804
Open 2023 Filing

Operations Trend

Revenue Growth63rd 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

2023

Revenue$157,674
Expenses$147,857
Net Income$9,817
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 17, 2024
Return Version
2023v4.0
Gross Receipts
$157,674
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 We strive to help students be better prepared to enter and stay in the field of financial planning

Program Services

DescriptionGrantsExpenses
Exposure to industry events FinServ covered the costs of taking 180 students to 6 different financial planning events including the National Financial Planning Association conference Excell CAAFP fearless investor and represent-$120,000
Connected dozens of students to mentorship opportunities and paid summer internship opportunities All 200 students in FinServ Foundation were communicated and given webinars training and support to help land internships and mentorships inside of the financial services profession-$17,857
Provide coaching and financial literacy training services to college students at over 35 universities About 200 college and university students have worked with FinServ in 2023-$10,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lily A Montes-MartinezInternPT$2,570-$2,570
Filing and Contact Details

Filer

Filer Name
Finserv Foundation
EIN
85-3836015
Phone
0000000000
Address
14600 BRANCH STREET SUITE 113, OMAHA, NE 68154

Signing Officer

Name
Jamie Hopkins
Title
President
Phone
4438316349
Signed
2024-02-17
Supplemental Narrative

Additional Explanations

Schedule O:

“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 Appendix151 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/PrintingPublicationsPostageAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Exposure to industry events FinServ covered the costs of taking 180 students to 6 different financial planning events including the National Financial Planning Association conference Excell CAAFP fearless investor and represent
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Connected dozens of students to mentorship opportunities and paid summer internship opportunities All 200 students in FinServ Foundation were communicated and given webinars training and support to help land internships and mentorships inside of the financial services profession
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1120000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217857
IRS990EZ/ProhibitedTaxShelterTransInd0false
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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/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Hopkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04438316349
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINSERV FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FINS
ReturnHeader/Filer/EIN0853836015
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt014600 BRANCH STREET SUITE 113
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-02-17T22:00:16Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jamie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hopkins
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,804
Liabilities
$0
Net assets
$175,804
Revenue
$157,674
Expenses
$147,857
Net income
$9,817
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