Nonprofit · EIN 92-3757420
GIVING SOLUTION
Tax-exempt · WATERLOO, IA 50701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $99,217 | $5,076 | $94,141 | $313,473 | $0 | $313,473 |
| December 31, 2024 | 990-EZ | $125,190 | $3,751 | $121,439 | $242,878 | $0 | $242,878 |
| December 31, 2023 | 990-EZ | $82,906 | $0 | $82,906 | $82,906 | $0 | $82,906 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $59,017
- Program service revenue
- $0
- Investment income
- $40,200
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $3,754
- Salaries, compensation and benefits (total)
- $3,754
- Professional fundraising fees
- $0
- Program services (functional)
- $5,076
Balance sheet and other
- Total assets, start of year
- $209,941
- Total assets, end of year
- $313,473
- Total liabilities, end of year
- $0
- Net assets, end of year
- $313,473
- Publicly traded securities
- $305,118
- Net assets without donor restrictions
- $313,473
- Gross receipts
- $99,217
- Employees
- 0
- Volunteers
- 22
- Year formed
- 2023
- State of legal domicile
- IA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mike Finley | Executive Director Trustee or director | 60 | $0 |
| Dave Rausa | Board Member Officer | 10 | $0 |
| Patty Rausa | Secretary Officer | 10 | $0 |
| Robert Smith | Board Member Officer | 10 | $0 |
| Brian Gedlinske | Board Member Officer | 10 | $0 |
| Joy Briscoe | Board Member Officer | 0 | $0 |
990-EZ for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mike Finley | Executive Director | 60 | $0 |
| Dave Rausa | Board Member | 2 | $0 |
| Patty Rausa | Secretary | 2 | $0 |
| Robert Smith | Board Member | 2 | $0 |
| Jean Gedlinske | Board Member | 2 | $0 |
| Brian Gedlinske | Board Member | 2 | $0 |
990-EZ for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mike Finley | Executive Director | 60 | $0 |
| Dave Rausa | Board Member | 1 | $0 |
| Patty | Rausa | 1 | $0 |
| Robert Smith | Board Member | 2 | $0 |
| Jean Gedlinske | Board Member | 1 | $0 |
| Brian Gedlinske | Board Member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 45 W JEFFERSON ST APT 414, WATERLOO, IA 50701-1339
- Principal officer (990 for 2025)
- Michael Finley, 45 West Jefferson, Apt 414, Waterloo, IA 50701
- Signed the 990
- Michael Finley, Executive Director
- Phone
- (580) 483-5811
- Website
- Thegivingsolution.org
Mission
Public charity is our status.We provide financial education and one on one practitioner assistance in person or using Zoom to include interpreter help for those with language or cultural barriers.
Program accomplishments
- We provide educational classes to the community and we helped about 30 people with their personal finances at no cost to them. Those 30 people were helped in person or Zoom. The classes helped us reach thousands more. It is estimated that we are helping $20,000 a year with their finances. Our interpreters are also there to help us when language or cultural barriers cause problems.Expenses $5,076 · revenue $59,017
- Nothing0
- Nothing0
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 92-3757420
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $313,473
- Income (IRS master file)
- $99,217
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $99,217 | $5,076 | $313,473 | XML |
| 990-EZ | December 2024 | $125,190 | $3,751 | $242,878 | XML |
| 990-EZ | December 2023 | $82,906 | $0 | $82,906 | XML |
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 92-3757420).
Questions about GIVING SOLUTION
- What is the EIN of GIVING SOLUTION?
- The employer identification number (EIN) of GIVING SOLUTION is 92-3757420.
- Is GIVING SOLUTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to GIVING SOLUTION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GIVING SOLUTION 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 GIVING SOLUTION 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 GIVING SOLUTION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of GIVING SOLUTION?
- The 990 for the year ended December 31, 2025 names Michael Finley.
- Who are the officers and directors of GIVING SOLUTION?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does GIVING SOLUTION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $99,217, expenses of $5,076 and total assets of $313,473 at year end.
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