Finserv Foundation

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 853836015 ✦ Omaha, NE ✦ Designated as a 501(c)(3)

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Overview

What is Finserv Foundation?

Finserv Foundation is a nonprofit organization that aims to foster a sense of community among college students and recent graduates in the field of financial planning. They accomplish this through a comprehensive coaching and mentorship program, which provides numerous individuals with access to mentorship opportunities and summer internships. The foundation also offers extensive training and support to help participants secure employment within the financial industry. Beyond this, Finserv Foundation offers its members exposure to industry events, covering the costs for numerous students to attend prominent conferences like the National Financial Planning Association event. This holistic approach equips and connects young professionals in the financial planning field, thereby contributing to their professional growth and success.


Official website here: www.finservfoundation.org

Is Finserv Foundation legitimate?

Finserv Foundation is a legitimate nonprofit organization registered as a 501(c)(3) entity. Finserv Foundation submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.finservfoundation.org

What is the mission statement of Finserv Foundation?

The Finserv Foundation's mission is centered around fostering a sense of community among college students and recent graduates in the field of financial planning. The foundation accomplishes this through a coaching and mentorship program, which connects numerous individuals to potential mentors and summer internships. Furthermore, the foundation provides training and support to all participants, aiming to help them secure jobs in the financial industry. Additionally, Finserv Foundation offers exposure to industry events by covering the costs for a significant number of students to attend relevant conferences, such as the National Financial Planning Association event.


Official website here: www.finservfoundation.org

Who is the CEO of Finserv Foundation?

Jamie Hopkins is the President of Finserv Foundation.


Official website here: www.finservfoundation.org

What is the revenue of Finserv Foundation?

Finserv Foundation's revenue in 2022 was $134,673.


Official website here: www.finservfoundation.org

Who are the executives of Finserv Foundation and what are their salaries?


Here are 5 key members and their salaries:


Jamie Hopkins (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Aaron Schaben (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kelsey Ruwe (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brian Money (Vp Of Strategic Partnerships)
  • Compensation: $0
  • Related: $0
  • Other: $0
Julie Ragatz (Program Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.finservfoundation.org

Where can I find the form 990EZ for Finserv Foundation?

Finserv Foundation's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.finservfoundation.org

Learn more at the official website: www.finservfoundation.org

Mission Statement of Finserv Foundation

The Finserv Foundation, in its mission, fosters a sense of community among college students and recent graduates in the field of financial planning. Its primary objective is to provide a coaching and mentorship program, connecting numerous individuals to valuable mentorship opportunities and summer internships within the financial industry. Beyond this, the foundation offers comprehensive training and support to all 120 participating students, thereby enhancing their chances of securing employment in the sector. Additionally, Finserv Foundation extends the opportunity for its students to gain exposure to significant industry events. The foundation covers the costs for 82 of its students to attend notable conferences, such as the National Financial Planning Association event, thereby broadening their perspectives and expanding their professional networks.

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Impact




October, 2024

Finserv Foundation significantly enhances the careers of college students and recent graduates in financial planning through its comprehensive coaching and mentorship program. By connecting dozens of participants with mentorship and summer internship opportunities, the foundation actively supports their transition into the financial industry. With 120 individuals benefiting from targeted training and guidance, participants are better equipped to secure employment in a competitive field.

Moreover, the foundation extends its impact by providing exposure to essential industry events. This initiative has enabled 82 students to attend three prominent conferences, including the National Financial Planning Association event. Such experiences not only broaden their professional network but also deepen their understanding of industry trends and practices. Overall, Finserv Foundation plays a pivotal role in fostering a strong community, empowering the next generation of financial professionals.




This information is meant to be a general summary of Finserv Foundation. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$134,673 (2022)
Expenses
$84,123 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Gross Receipts: $134,673

Assets and Liabilities:

  • Total Assets: $165,987
  • Total Liabilities: $0
  • Net Assets: $165,987

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Organization Details

Principal Officer

Jamie Hopkins

Main Address

14600 Branch Street, OMAHA, NE, 68154

NTEE Category

Code: B90 - Education

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