Wisconsin · Nonprofit
REPRESENTATIVE FINANCIAL SERVICES INC
REPRESENTATIVE FINANCIAL SERVICES INC (Wisconsin) receives grants from 1 organization whose IRS filings report $55 to it, the largest being AMAZONSMILE FOUNDATION ($55). 1 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $67k
- Funders on record
- 1
- Grants received
- $55
- Net assets
- $7k
What Representative Financial Services Inc does
Mission
The SS Administration requires our agency to be a non-profit corp to act as representative payee for our clients receiving SSA benefits who need our insured professional financial management due to disability or advanced age
As stated on its FY2025 Form 990-EZ.
Program
RFS has provided safe, insured financial managementservices to individuals needing these services
$0 spent
The program described on its FY2025 Form 990-EZ. Program spending in total: $0.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $7k to $15k (+107%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
0% of REPRESENTATIVE FINANCIAL SERVICES INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (100% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 6 reported years ran a deficit.
Who funds it, year by year
2022 → 2023: the base held at 1 funder, grant income rose $19 → $36.
1 of 1 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of REPRESENTATIVE FINANCIAL SERVICES INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of REPRESENTATIVE FINANCIAL SERVICES INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Too little is directly attributable to place on a map.
Funder states come from each funder’s own filing. $55 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
REPRESENTATIVE FINANCIAL SERVICES INC has grown faster than half of the 9,787 human services nonprofits its size.
this organization peer median middle 50% of peers· 9,787 human services nonprofits under $100k, FY2025
Organizations like REPRESENTATIVE FINANCIAL SERVICES INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Wisconsin
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Public support
100%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for REPRESENTATIVE FINANCIAL SERVICES INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds REPRESENTATIVE FINANCIAL SERVICES INC?
- REPRESENTATIVE FINANCIAL SERVICES INC (Wisconsin) receives grants from 1 organization whose IRS filings report $55 to it, the largest being AMAZONSMILE FOUNDATION ($55). 1 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does REPRESENTATIVE FINANCIAL SERVICES INC have?
- IRS filings report 1 organization giving $55 in grants to REPRESENTATIVE FINANCIAL SERVICES INC, 1 of which have funded it in more than one year.
- Who is the largest funder of REPRESENTATIVE FINANCIAL SERVICES INC?
- AMAZONSMILE FOUNDATION is the largest funder on record, with $55 in grants. The full list of funders is on this page.
- How can an organization like REPRESENTATIVE FINANCIAL SERVICES INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Representative Financial Services →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2020–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing