Finserv Foundation

Analysis

Finserv Foundation is a registered charity in United States, based in Omaha, NE. It received its IRS tax-exemption ruling in August 2022, 4 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Finserv Foundation reported income of $158k and spending of $148k, spending 94% of its income. Across the 3 years on record, from December 2021 to December 2023, income grew from $135k to $158k (+17%), an average of +8.0% a year. The sharpest change came in the year to December 2023, when income rose by 17%. Over the whole period it spent 59% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Finserv Foundation sits at the 50th percentile: it is larger than about 50% of them. Against every charity in United States with reported income it ranks in the 48th percentile, and in the 46th percentile within NE. Charities of a similar size with the same main cause include Alpha Kappa Psi Foundation ($158k), Vashon Island Public Schools Foundation ($158k) and Rockwall Rotary Foundation ($158k).

On its Form 990-EZ for the period ending December 2023, revenue came from contributions and grants 100% of the total. At year end it held assets of $176k against liabilities of $0, net assets of $176k.