Vested Financial
- Assets
- $12.3k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Alexandria, MN
- Founding
- 03/2017
- Data as of
- 12/2023
- EIN
- 81-5394068
Organization Overview
Vested Financial is located in Alexandria, MN. The organization was established in 2017. According to its NTEE Classification (P50) the organization is classified as: Personal Social Services, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Vested Financial is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Vested Financial generated $81.8k in total revenue. This represents relatively stable growth, over the past 2 years the organization has increased revenue by an average of 7.9% each year. All expenses for the organization totaled $81.6k during the year ending 12/2023. While expenses have increased by 8.0% per year over the past 2 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
PROVIDES DIRECT FINANCIAL MANAGEMENT TO INDIVIDUALS WHO SEEK ASSISTANCE IN THE PLANNING AND EXECUTION OF THEIR BUDGETARY NEEDS
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
PDF Copies of 990 Filings
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $81,780 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $81,780 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $71,893 |
| Professional fees and other payments to independent contractors | $250 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $126 |
| Other expenses | $9,309 |
| Total expenses | $81,578 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $12,262 |
| Other assets | $0 |
| Total assets | $12,262 |
| Total liabilities | $0 |
| Net assets or fund balances | $12,262 |