Nonprofit · EIN 85-3836015
FINSERV FOUNDATION
Tax-exempt · OMAHA, NE 68154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $188,682 | $141,154 | $47,528 | $251,249 | $0 | $251,249 |
| December 31, 2024 | 990-EZ (amended) | $168,089 | $140,172 | $27,917 | $203,721 | $0 | $203,721 |
| December 31, 2023 | 990-EZ | $157,674 | $147,857 | $9,817 | $175,804 | $0 | $175,804 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $183,799
- Program service revenue
- $0
- Investment income
- $4,883
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $120,154
- Compensation of officers, directors and key employees
- $14,000
- Salaries, compensation and benefits (total)
- $14,000
- Occupancy
- $7,000
Balance sheet and other
- Total assets, start of year
- $203,721
- Total assets, end of year
- $251,249
- Total liabilities, end of year
- $0
- Net assets, end of year
- $251,249
- Cash, savings and investments
- $251,249
- Gross receipts
- $188,682
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Victoria OTool | Executive Director | 0 | $14,000 |
| Jamie Hopkins | President | 10 | $0 |
| Bonnie Treichel | Treasurer | 10 | $0 |
990-EZ for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jamie Hopkins | President | 10 | $0 |
| Bonnie Triechel | Treasurer | 10 | $0 |
990-EZ for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lily A Montes-Martinez | Intern | 20 | $2,570 |
Address and contacts
- Address (IRS master file)
- 12020 SHAMROCK PLST 201 PMB 182898, OMAHA, NE 68154-0000
- Signed the 990-EZ
- Jamie Hopkins, President
- Phone
- (443) 831-6349
- Website
- www.finservfoundation.org
Mission
We provide support and financial literacy to college students through coaching mentorship and access to industry events
Program accomplishments
- 0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 85-3836015
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $251,249
- Income (IRS master file)
- $188,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $188,682 | $141,154 | $251,249 | XML |
| 990-EZ | December 2024 | $168,089 | $140,172 | $203,721 | XML |
| 990-EZ | December 2023 | $157,674 | $147,857 | $175,804 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-3836015).
Questions about FINSERV FOUNDATION
- What is the EIN of FINSERV FOUNDATION?
- The employer identification number (EIN) of FINSERV FOUNDATION is 85-3836015.
- Is FINSERV FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to FINSERV FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FINSERV FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINSERV FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINSERV FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of FINSERV FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $14,000 (Victoria OTool, Executive Director).
- How much revenue does FINSERV FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $188,682, expenses of $141,154 and total assets of $251,249 at year end.
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