Mission
Social Security Administration Fee For Service Organizational Rep Payee
Small Public Charity
KC FINANCIAL MGMT SERVICES INC
KC FINANCIAL MGMT SERVICES INC, of MINNEAPOLIS, MN, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $199K in revenue, $197K in expenses, $86K in total assets.
EIN: 061658256
MINNEAPOLIS, MN
Personal Social Services
NTEE: P50
Latest filing: 2025
Total Revenue$199K
Total Expenses$197K
Total Assets$86K
Grant Records0
Filing Years2021–2025
Where $100 goes at KC Financial Mgmt Services Inc
How KC Financial Mgmt Services Inc divides every $100 it spends, from its own Form 990-EZ filings, averaged across 5 years.
$22
Programs
the work itself
$78
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $22 for programs
$10
Occupancy rent utilities & maintenance
$8
Covering bank fees for beneficiaries
$4
Kc Financial Mgmt Services is a Fee For Service Organizational Rep payee approved by the Social Security Administration to provide payee services to SSI & RSDI beneficiaries
Source: Form 990-EZ filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
Treasurer
Carol Adams
Account Manager
Cheryl A Wetternach
Vice Chair
Ellen Haugh
Chair
Jessica Schmitz
Account Manager
Kimberly A Kippels
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $199K | $197K | $86K |
| 2024 | $189K | $150K | $84K |
| 2023 | $185K | $176K | $45K |
| 2022 | $173K | $168K | $35K |
| 2021 | $171K | $171K | $30K |
Between 2021 and 2025, reported annual revenue grew from $171K to $199K (+16%), with total assets most recently reported at $86K.
Interactive year-over-year charts and full filing details available with membership.