Finserv Foundation

Tax-deductible

Omaha, NE501(c)(3)EducationEIN 85-3836015Revenue $189K in FY2025

On file with the IRSfinservfoundation.org12020 Shamrock Plst 201 Pmb 182898, 68154-0000 · Omaha, NETax-exempt since Aug 2022Publicly supported charity — 170(b)(1)(A)(vi)

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501(c)(3) charity; gifts are tax-deductible.
$14K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2025 · Form 990-EZIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-EZ
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$14K
to officers and key staff · 10% of spending
Top officer’s pay lower than 89% of similar orgs
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Named funders
1
named funder · $26K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$189K
+12% vs prior year
Spent
$141K
To programs
0%
Net assets
$251K
By yearFY2021–FY2025
Revenue
$189K
FY2025▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2021$135K
FY2022$135K
FY2023$158K
FY2024$168K
FY2025$189K
Net assets
$251K
FY2025▲ +23%
Tap a bar for its year
Net assets by fiscal year
FY2021$115K
FY2022$166K
FY2023$176K
FY2024$204K
FY2025$251K

From the FY2025 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

3 people listed on the 990-EZ; $14K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$14,000Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A

Victoria Otool’s $14K as Executive Director is at the 11th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2023
Victoria Otool$14,000—
Lily a Montes-Martinez—$2,570

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Programs and updates

An education nonprofit based in Omaha, NE.

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Provided by the organization

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Wsfs FoundationFY2024$26K
Total grants receivedfrom 1 funder$26K

By the numbers

The FY2025 990-EZ, line by line.

1The main four
Money in
$189K
Gifts and grants$184K
Other income$5K
Money out
$141K
Owns and owes
$251K
net assets
Total assets$251K
Liabilities$0
People
3
listed
Paid1
2In more detail
Revenue in detail
Gifts and grants$184K
Other income$5K
Total revenue$189K
Assets in detailEnd of year
Total assets$251K
Liabilities$0
Net assets$251K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $189K$141K$48K$251K 990 PDF
FY2024 $168K$204K 990 PDF
FY2023 $158K$176K 990 PDF
FY2022 $135K$166K 990 PDF
FY2021 $135K$115K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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