Public Charity

FAMILY MANAGEMENT FINANCIAL SOLUTIONS INC

FAMILY MANAGEMENT FINANCIAL SOLUTIONS INC is a nonprofit organization categorized as Public Charity based in WATERLOO, IA. Its most recent IRS filing (2024) reports revenue of $348K, expenses of $499K, total assets of $1.1M. Imperigo tracks 2 reported grant relationships connected to this organization totaling approximately $20K.

EIN: 421390688 WATERLOO, IA Latest filing: 2024
Total Revenue$348K
Total Expenses$499K
Total Assets$1.1M
Grant Records2
Funding Total$20K
Filing Years2017–2024

Mission

TO STRENGTHEN OUR COMMUNITIES BY PROVIDING TOOLS AND RESOURCES FOR ACHIEVING PERSONAL FINANCIAL STABILITY.

Officers & Directors

DIRECTOR Emily Kerr
EXECUTIVE DI Katy Hackett
TREASURER Lauren Prugh
PRESIDENT Tammy Green
SECRETARY Terese Evans

Officer compensation and complete director data available with membership.

Top Grant Purposes

HOUSING COUNSELING SERVICES
$20,300 2 grants

Financial Trends

Year Revenue Expenses Assets
2024 $348K $499K $1.1M
2023 $524K $499K $1.4M
2019 $242K $275K $885K
2018 $230K $298K $973K
2017 $300K $331K $1.0M

Between 2017 and 2024, reported annual revenue grew from $300K to $348K (+16%), with total assets most recently reported at $1.1M.

Interactive year-over-year charts and full filing details available with membership.

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