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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 81-5394068

VESTED FINANCIAL

Tax-exempt · ALEXANDRIA, MN 56308

Financials

$82K$82K2023$96K$94K2024$102K$99K2025
Revenue Expenses · by fiscal year end
Financials of VESTED FINANCIAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$101,850$98,821$3,029$17,646$0$17,646
December 31, 2024990-EZ$96,011$93,656$2,355$14,617$0$14,617
December 31, 2023990-EZ$81,780$81,578$202$12,262$0$12,262
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Program service revenue
$101,850

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$85,848
Professional fees and payments to contractors
$300
Occupancy
$2,508
Printing, publications and postage
$269
Other expenses
$9,896
Program services (functional)
$98,821

Balance sheet and other

Total assets, start of year
$14,617
Total assets, end of year
$17,646
Total liabilities, end of year
$0
Net assets, end of year
$17,646
Cash, savings and investments
$17,646
Gross receipts
$101,850

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.

NameTitleHours / weekCompensation
JESSICA SCHUETTEPRESIDENT40$0
FATIMA HOLMDIRECTOR0$0
BRITTNEY BESTDIRECTOR0$0
990-EZ for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JESSICA SCHUETTEPRESIDENT40$0
990-EZ for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JESSICA SCHUETTEPRESIDENT40$0

Address and contacts

Address (IRS master file)
1210 BROADWAY ST PMB 268, ALEXANDRIA, MN 56308-2532
In care of
% JESSICA SCHUETTE
Mailing address (990-N for 2021)
1210 Broadway St PMB 268, Alexandria MN 56308
Principal officer (990-N for 2021)
Jessica Schuette, 1210 Broadway St PMB 268, Alexandria MN 56308
Signed the 990-EZ
JESSICA SCHUETTE, PRESIDENT
Phone
(320) 815-5972
Return prepared by
JOHNSON & ROGGENBUCK PA

Mission

DIRECT FINANCIAL MANAGEMENT

990-EZ for the year ended December 31, 2025

Program accomplishments

  • PROVIDES DIRECT FINANCIAL MANAGEMENT TO INDIVIDUALS WHO SEEK ASSISTANCE IN THE PLANNING AND EXECUTION OF THEIR BUDGETARY NEEDS
    Expenses $98,821

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for VESTED FINANCIAL

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
81-5394068
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
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P50)
Assets (IRS master file)
$17,646
Income (IRS master file)
$101,850

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$101,850$98,821$17,646XML
990-EZDecember 2024$96,011$93,656$14,617XML
990-EZDecember 2023$81,780$81,578$12,262XML
990-EZDecember 2022–––IRS
990-N for 2021
Officer: Jessica Schuette
December 31, 2021≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: Jessica Schuette
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Jessica Schuette
December 31, 2019≤ $50,000 receipts––e-Postcard

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 81-5394068).

Questions about VESTED FINANCIAL

What is the EIN of VESTED FINANCIAL?
The employer identification number (EIN) of VESTED FINANCIAL is 81-5394068.
Is VESTED FINANCIAL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to VESTED FINANCIAL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does VESTED FINANCIAL 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 VESTED FINANCIAL 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 VESTED FINANCIAL last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of VESTED FINANCIAL?
The 990-N for 2021 names Jessica Schuette.
Who are the officers and directors of VESTED FINANCIAL?
The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does VESTED FINANCIAL have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $101,850, expenses of $98,821 and total assets of $17,646 at year end.

Other nonprofits in ALEXANDRIA

All nonprofits in ALEXANDRIA · Minnesota · Human services