Mission
TO STRENGTHEN OUR COMMUNITIES BY PROVIDING TOOLS AND RESOURCES FOR ACHIEVING PERSONAL STABILITY.
Public Charity
FAMILY MANAGEMENT FINANCIAL SOLUTIO
FAMILY MANAGEMENT FINANCIAL SOLUTIO is a nonprofit organization categorized as Public Charity based in WATERLOO, IA. Its most recent IRS filing (2025) reports revenue of $484K, expenses of $435K, total assets of $1.1M. Imperigo tracks 2 reported grant relationships connected to this organization totaling approximately $20K.
EIN: 421390688
WATERLOO, IA
Financial Counseling
NTEE: P51
Latest filing: 2025
Total Revenue$484K
Total Expenses$435K
Total Assets$1.1M
Grant Records2
Funding Total$20K
Filing Years2018–2025
Where $100 goes at Family Management Financial Solutio
How Family Management Financial Solutio divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.
$91
Programs
the work itself
$9
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $91 for programs
$91
Credit counseling
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
HOUSING COUNSELING SERVICES
$7,900
HOUSING COUNSELING SERVICES
$12,400
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
DIRECTOR
Emily Kerr
EXECUTIVE DIRECTOR
Katy Waler
TREASURER
Lauren Prugh
PRESIDENT
Tammy Green
SECRETARY
Terese Evans
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $484K | $435K | $1.1M |
| 2024 | $348K | $499K | $1.1M |
| 2023 | $524K | $499K | $1.4M |
| 2019 | $242K | $275K | $885K |
| 2018 | $230K | $298K | $973K |
Between 2018 and 2025, reported annual revenue grew from $230K to $484K (+110%), with total assets most recently reported at $1.1M.
Interactive year-over-year charts and full filing details available with membership.