Civic Intelligence

Finserv Foundation

990EZ • Fiscal year 2024 • EIN 85-3836015

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 14, 2025

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

(000) 000-0000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$203,721

Flat from 2024

Net Assets

Flat

$203,721

Flat from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses

Revenue

Flat

$168,089

Flat from 2024

Expenses

Flat

$140,172

Flat from 2024

Net Income

Flat

$27,917

Flat from 2024

Historical Trend

Balance Sheet Trend

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 2024: $203,721Liabilities 2024: $0Net Assets 2024: $203,7212024Assets 2025: $251,249Liabilities 2025: $0Net Assets 2025: $251,2492025

Highlighted filing

2024

Assets$203,721
Liabilities$0
Net Assets$203,721
Open 2024 Filing

Operations Trend

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 2024: $168,089Expenses 2024: $140,172Net Income 2024: $27,9172024Revenue 2025: $188,682Expenses 2025: $141,154Net Income 2025: $47,5282025

Highlighted filing

2024

Revenue$168,089
Expenses$140,172
Net Income$27,917
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.0
Gross Receipts
$168,089
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie HopkinsPresidentPT$0--
Bonnie TriechelTreasurerPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Jamie Hopkins
Title
President
Phone
4438316349
Signed
2025-04-14
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 Appendix148 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/PersonNm0Jamie Hopkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bonnie Triechel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
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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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04438316349
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-14
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ReturnHeader/Filer/BusinessNameControlTxt0FINS
ReturnHeader/Filer/EIN0853836015
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt014600 BRANCH STREETSUITE 113
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-04-14T15:30:07Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,721
Liabilities
$0
Net assets
$203,721
Revenue
$168,089
Expenses
$140,172
Net income
$27,917
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
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